NAIFA Company
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NAIFA Employees
Employee
Years
Job
Industry
Kyle Kunkler Kyle Kunkler's NAIFA Experience February 2013 - February 2015
Job Legislative Assistant at U.S. House of Representatives
Industry Legislative Office
Experience
U.S. House of Representatives February 2015 - Present
NAIFA February 2013 - February 2015
U.S. House of Representatives December 2012 - February 2013
U.S. House of Representatives December 2010 - December 2012
Jaime Herrera for Congress December 2009 - November 2010
Republican Party of Virginia July 2009 - November 2009
U.S. House of Representatives May 2009 - July 2009
Dino Rossi for Governor February 2008 - November 2008
Skills
Policy Analysis, Public Policy, Technical Writing, Editing, Grassroots Organizing, Social Media, Public Speaking, Speech Writing, Event Planning, Government, Strategic Communications, Fundraising, Media Relations, Political Campaigns, Legislative Relations
Education
The College of Idaho 2003 — 2007
Bachelor of Arts (B.A.), Political Economy, History
U.S. House of Representatives February 2015 - Present
NAIFA February 2013 - February 2015
U.S. House of Representatives December 2012 - February 2013
U.S. House of Representatives December 2010 - December 2012
Jaime Herrera for Congress December 2009 - November 2010
Republican Party of Virginia July 2009 - November 2009
U.S. House of Representatives May 2009 - July 2009
Dino Rossi for Governor February 2008 - November 2008
Skills
Policy Analysis, Public Policy, Technical Writing, Editing, Grassroots Organizing, Social Media, Public Speaking, Speech Writing, Event Planning, Government, Strategic Communications, Fundraising, Media Relations, Political Campaigns, Legislative Relations
Education
The College of Idaho 2003 — 2007
Bachelor of Arts (B.A.), Political Economy, History
Cedric Miller, LUTCF Cedric Miller, LUTCF's NAIFA Experience November 2008 - Present
Job State Manager Northern California at American Fidelity Educational Services
Industry Insurance
Experience
American Fidelity Educational Services May 2011 - Present
NAIFA November 2008 - Present
Fresno-NAIFA August 2010 - July 2011
Cedric Miller Insurance Services May 2004 - May 2011
Farmers Insurance 2004 - March 2011
West Park School District October 2001 - June 2004
CK Corporation June 2000 - September 2001
Education
University of St. Andrews 1993 — 1994
English
University of California, Santa Barbara 1990 — 1994
BA, magna cum laude, English Language and Literature
The American College
LUTCF
American Fidelity Educational Services May 2011 - Present
NAIFA November 2008 - Present
Fresno-NAIFA August 2010 - July 2011
Cedric Miller Insurance Services May 2004 - May 2011
Farmers Insurance 2004 - March 2011
West Park School District October 2001 - June 2004
CK Corporation June 2000 - September 2001
Education
University of St. Andrews 1993 — 1994
English
University of California, Santa Barbara 1990 — 1994
BA, magna cum laude, English Language and Literature
The American College
LUTCF
Akil Davis Akil Davis's NAIFA Experience May 2015 - Present
Job
Industry Financial Services
Experience
NAIFA May 2015 - Present
Curnes Financial Group April 2015 - Present
Education
University of Nebraska at Kearney 2000 — 2005
Bachelor of Science (B.S.), Business Managment, 3.2
NAIFA May 2015 - Present
Curnes Financial Group April 2015 - Present
Education
University of Nebraska at Kearney 2000 — 2005
Bachelor of Science (B.S.), Business Managment, 3.2
James Hasley James Hasley's NAIFA Experience June 2013 - June 2014
Job Agent at MassMutual Financial Group
Industry Insurance
Experience
Central Florida Council Boy Scouts June 2014 - Present
MassMutual Financial Group September 1993 - Present
NAIFA June 2013 - June 2014
Skills
Life Insurance, Disability Insurance, Finance, Long Term Care Insurance, Insurance, Fixed Annuities, Whole Life, Employee Benefits, Leadership, Retirement, Retirement Planning, Team Building
Education
The American College 2012 — 2014
Masters of Science in Financial Services, Financial Planning and Services
University of Central Florida 1989 — 1994
BSBA, Finance
Central Florida Council Boy Scouts June 2014 - Present
MassMutual Financial Group September 1993 - Present
NAIFA June 2013 - June 2014
Skills
Life Insurance, Disability Insurance, Finance, Long Term Care Insurance, Insurance, Fixed Annuities, Whole Life, Employee Benefits, Leadership, Retirement, Retirement Planning, Team Building
Education
The American College 2012 — 2014
Masters of Science in Financial Services, Financial Planning and Services
University of Central Florida 1989 — 1994
BSBA, Finance
Stacey Scarnato Stacey Scarnato's NAIFA Experience 1999 - 2002
Job Owner, Certified Personal Trainer at Train4Life
Industry Health, Wellness and Fitness
Experience
Train4Life 2010 - Present
Gold's Gym 2007 - 2009
NAIFA 1999 - 2002
Skills
Nutritional Counseling, Design Fitness Plans, Functional Training, Fitness, Nutrition, Strength, Endurance, Lifestyle, Core Strength, Rehabilitation, Personal Training, Fitness Training, Public Speaking, Sports, Strength Training, Weight Training, Small Business
Education
University of South Carolina-Columbia
BA in Journalism, Public Relations
Train4Life 2010 - Present
Gold's Gym 2007 - 2009
NAIFA 1999 - 2002
Skills
Nutritional Counseling, Design Fitness Plans, Functional Training, Fitness, Nutrition, Strength, Endurance, Lifestyle, Core Strength, Rehabilitation, Personal Training, Fitness Training, Public Speaking, Sports, Strength Training, Weight Training, Small Business
Education
University of South Carolina-Columbia
BA in Journalism, Public Relations
Trotter, Ike Trotter, Ike's NAIFA Experience 1975 - 2015
Job Financial Advisor at IKE TROTTER AGENCY, LLC
Industry Financial Services
Experience
Woodbury Financial Services 1995 - Present
IKE TROTTER AGENCY, LLC 1981 - Present
IKE TROTTER AGENCY, LLC May 1980 - Present
NAIFA 1975 - 2015
NAIFA 1975 - 2015
NAIFA 1975 - 2015
Skills
Fixed Annuities, Insurance, IRAs, Estate Planning, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, Life Insurance, Strategic Financial..., Long Term Care Insurance, Retirement
Education
received estate and financial planning certification from The American College, Bryn Mawr, PA 1991 — 2006
Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living, Financial and Estate Planning certification
University of Mississippi 1970 — 1974
Bachelor of Arts degree, Liberal Arts
Woodbury Financial Services 1995 - Present
IKE TROTTER AGENCY, LLC 1981 - Present
IKE TROTTER AGENCY, LLC May 1980 - Present
NAIFA 1975 - 2015
NAIFA 1975 - 2015
NAIFA 1975 - 2015
Skills
Fixed Annuities, Insurance, IRAs, Estate Planning, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, Life Insurance, Strategic Financial..., Long Term Care Insurance, Retirement
Education
received estate and financial planning certification from The American College, Bryn Mawr, PA 1991 — 2006
Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living, Financial and Estate Planning certification
University of Mississippi 1970 — 1974
Bachelor of Arts degree, Liberal Arts
Van Land Van Land's NAIFA Experience September 2011 - September 2013
Job Owner Van Land Agency
Industry Insurance
Experience
Allstate-The Van Land Agency September 1995 - Present
NAIFA Augusta July 2010 - June 2014
NAIFA Georgia July 1999 - June 2014
NAIFA September 2011 - September 2013
NAIFA 2009 - 2011
NAIFA 1977 - 2011
Past President of NAIFA Georgia July 2001 - June 2002
Skills
Disability Insurance, Insurance, Long-term Care, Retirement, Life Insurance, Universal Life, Homeowners, Retirement Planning, Critical Illness, Health Insurance, Fixed Annuities, Management, Estate Planning, Financial Planners, Budgets, Property & Casualty..., Workers Compensation, Umbrella Insurance, Finance, Medicare, Strategic Financial..., Term Life Insurance, Health Savings Accounts, Investments, IRAs, Long Term Care Insurance, Public Speaking, Whole Life, Brokers, 401k, Accident, Employee Benefits, Dentistry, Casualty, Commercial Insurance, Legal Liability, Renters, Roth IRA, Professional Liability, General Insurance, Small Business, Wealth Accumulation, Underwriting, Liability, Motorcycle, 401k Rollovers, Commercial Lines, Insurance Brokerage, Series 6, Wealth
Education
University of Alabama 1971 — 1975
BS, Psychology/Sociology
Allstate-The Van Land Agency September 1995 - Present
NAIFA Augusta July 2010 - June 2014
NAIFA Georgia July 1999 - June 2014
NAIFA September 2011 - September 2013
NAIFA 2009 - 2011
NAIFA 1977 - 2011
Past President of NAIFA Georgia July 2001 - June 2002
Skills
Disability Insurance, Insurance, Long-term Care, Retirement, Life Insurance, Universal Life, Homeowners, Retirement Planning, Critical Illness, Health Insurance, Fixed Annuities, Management, Estate Planning, Financial Planners, Budgets, Property & Casualty..., Workers Compensation, Umbrella Insurance, Finance, Medicare, Strategic Financial..., Term Life Insurance, Health Savings Accounts, Investments, IRAs, Long Term Care Insurance, Public Speaking, Whole Life, Brokers, 401k, Accident, Employee Benefits, Dentistry, Casualty, Commercial Insurance, Legal Liability, Renters, Roth IRA, Professional Liability, General Insurance, Small Business, Wealth Accumulation, Underwriting, Liability, Motorcycle, 401k Rollovers, Commercial Lines, Insurance Brokerage, Series 6, Wealth
Education
University of Alabama 1971 — 1975
BS, Psychology/Sociology
Andrew J Ferguson Andrew J Ferguson's NAIFA Experience 2008 - 2010
Job Lincoln Unit Mentor
Industry Financial Services
Experience
Heritage Financial Services April 2007 - Present
NAIFA 2008 - 2010
Education
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Heritage Financial Services April 2007 - Present
NAIFA 2008 - 2010
Education
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Susan Pratt Martin Susan Pratt Martin's NAIFA Experience 2006 - 2014
Job Unum
Industry Insurance
Experience
AICP 2012 - Present
Unum September 2001 - Present
NAIFA 2006 - 2014
AICP 2001 - 2014
NAIFA 1982 - 2014
USCG Auxiliary 2011 - 2012
State of Maine 1999 - 2001
The Bill Johnson Agency 1995 - 1999
Healey & Associates 1982 - 1994
Skills
Insurance, Government, Policy, Risk Management, Strategic Planning, Employee Benefits, Leadership, Medicare, Life Insurance, Health Insurance, Analysis, Training, Public Speaking, Claim, Disability Insurance, Leadership Development, Fixed Annuities, Long-term Care, Estate Planning
Education
The American College
Masters, Management
Lift360/Institute for Civic Leadership
AICP 2012 - Present
Unum September 2001 - Present
NAIFA 2006 - 2014
AICP 2001 - 2014
NAIFA 1982 - 2014
USCG Auxiliary 2011 - 2012
State of Maine 1999 - 2001
The Bill Johnson Agency 1995 - 1999
Healey & Associates 1982 - 1994
Skills
Insurance, Government, Policy, Risk Management, Strategic Planning, Employee Benefits, Leadership, Medicare, Life Insurance, Health Insurance, Analysis, Training, Public Speaking, Claim, Disability Insurance, Leadership Development, Fixed Annuities, Long-term Care, Estate Planning
Education
The American College
Masters, Management
Lift360/Institute for Civic Leadership
Sarah Hoctor Sarah Hoctor's NAIFA Experience 1999 - 2005
Job Principal, Sarah Hoctor Graphics
Industry Graphic Design
Experience
Sarah Hoctor Graphics June 1991 - Present
NAIFA 1999 - 2005
National Association of Insurance and Financial Advisors 1999 - 2005
Child Welfare League of America 1997 - 1999
Skills
Graphic Design, Marketing, Information Design, InDesign, Photoshop, Advertising, HTML, Microsoft Office, PowerPoint, Illustrator, Adobe Creative Suite, Graphics, Art Direction, Illustration, QuarkXPress, Corporate Identity, Photography, Typography, Brochures, Art, Layout, Logo Design, Creative Direction, Dreamweaver, Visual Communication, Event Planning, Banners, Image Manipulation, Pre-press, Book Design, WordPress, Mac, Branding & Identity, Brand Development, Copywriting, Business Cards, Newsletters, Publications, Posters, Web Design, Flyers, Direct Mail, Digital Photography
Education
University of Cincinnati 1987 — 1993
BFA, Fine Art
University of Cincinnati 1987 — 1990
Associates of Applied Business, Communication Design
Sarah Hoctor Graphics June 1991 - Present
NAIFA 1999 - 2005
National Association of Insurance and Financial Advisors 1999 - 2005
Child Welfare League of America 1997 - 1999
Skills
Graphic Design, Marketing, Information Design, InDesign, Photoshop, Advertising, HTML, Microsoft Office, PowerPoint, Illustrator, Adobe Creative Suite, Graphics, Art Direction, Illustration, QuarkXPress, Corporate Identity, Photography, Typography, Brochures, Art, Layout, Logo Design, Creative Direction, Dreamweaver, Visual Communication, Event Planning, Banners, Image Manipulation, Pre-press, Book Design, WordPress, Mac, Branding & Identity, Brand Development, Copywriting, Business Cards, Newsletters, Publications, Posters, Web Design, Flyers, Direct Mail, Digital Photography
Education
University of Cincinnati 1987 — 1993
BFA, Fine Art
University of Cincinnati 1987 — 1990
Associates of Applied Business, Communication Design
Laura DeGolier Laura DeGolier's NAIFA Experience 2010 - July 2011
Job Chairman, APIC, Political Involvement Committee at NAIFA
Industry Insurance
Experience
DeGolier Insurance Services, LLC Chairman, APIC, Political Involvement CommitteeNAIFAJuly 2011 - Present
NAIFA 2010 - July 2011
Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Life Insurance, Whole Life, Term Life Insurance, Health Insurance, Retirement, Estate Planning, Employee Benefits, Small Business, Public Speaking, Long Term Care Insurance
Education
The American College 1982 — 2008
CLU, LUTCF, FSS
DeGolier Insurance Services, LLC Chairman, APIC, Political Involvement CommitteeNAIFAJuly 2011 - Present
NAIFA 2010 - July 2011
Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Life Insurance, Whole Life, Term Life Insurance, Health Insurance, Retirement, Estate Planning, Employee Benefits, Small Business, Public Speaking, Long Term Care Insurance
Education
The American College 1982 — 2008
CLU, LUTCF, FSS
Jon Brandt Jon Brandt's NAIFA Experience 2013 - 2014
Job Financial Representative at COUNTRY Financial
Industry Financial Services
Experience
COUNTRY ® Financial July 2010 - Present
COUNTRY Financial® 2014 - 2015
NAIFA 2013 - 2014
Boy Scouts of America September 2010 - November 2013
New York Life Insurance Company October 2005 - July 2010
Skills
Sales, Management, Training & Development, Insurance, Leadership, Recruiting, Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Finance, Long-term Care, Property & Casualty..., Employee Benefits, Casualty, Securities, Healthcare, Investments, Team Building, Training, Customer Service, Budgets, Marketing
Education
The American CollegeFSS 2006 — 2012
FSS, Retirement planning
The American College 2005 — 2011
LUTCF, Financial Planning
Solano College 1993 — 1996
AA, Liberal Arts
Country Financial--CAL 1
Country Financial--CAL 1
COUNTRY ® Financial July 2010 - Present
COUNTRY Financial® 2014 - 2015
NAIFA 2013 - 2014
Boy Scouts of America September 2010 - November 2013
New York Life Insurance Company October 2005 - July 2010
Skills
Sales, Management, Training & Development, Insurance, Leadership, Recruiting, Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Finance, Long-term Care, Property & Casualty..., Employee Benefits, Casualty, Securities, Healthcare, Investments, Team Building, Training, Customer Service, Budgets, Marketing
Education
The American CollegeFSS 2006 — 2012
FSS, Retirement planning
The American College 2005 — 2011
LUTCF, Financial Planning
Solano College 1993 — 1996
AA, Liberal Arts
Country Financial--CAL 1
Country Financial--CAL 1
Darin Hess Darin Hess's NAIFA Experience 1997 - 2010
Job Owner Hess Insurance Services
Industry Insurance
Experience
Hess Insurance Services November 2010 - Present
COBUA 2004 - Present
Nationwide Insurance December 2011 - August 2013
John Dawson Associates January 2011 - January 2012
Grange Insurance 2007 - 2011
NAIFA 1997 - 2010
American Family Insurance September 1997 - May 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Customer Service, Disability Insurance, General Insurance, Health Insurance, Life Insurance, Management, Term Life Insurance, Sales, Team Building, Umbrella Insurance, Workers Compensation, Underwriting
Education
Trinity Christian College 1990 — 1992
Waite
Waite
Hess Insurance Services November 2010 - Present
COBUA 2004 - Present
Nationwide Insurance December 2011 - August 2013
John Dawson Associates January 2011 - January 2012
Grange Insurance 2007 - 2011
NAIFA 1997 - 2010
American Family Insurance September 1997 - May 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Customer Service, Disability Insurance, General Insurance, Health Insurance, Life Insurance, Management, Term Life Insurance, Sales, Team Building, Umbrella Insurance, Workers Compensation, Underwriting
Education
Trinity Christian College 1990 — 1992
Waite
Waite
Janet L Heitzig, CLU, ChFC Janet L Heitzig, CLU, ChFC's NAIFA Experience 2001 - 2006
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2002 - Present
NAIFA 2001 - 2006
State Farm Insurance June 1987 - December 2001
Skills
Life Insurance, Fixed Annuities, 401k, Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, Retirement, Strategic Financial...
Education
The American College 1994 — 2006
CLU, CHFC, CASL, Insurance and Financial Services
NationalCollege of Education 1985 — 1986
BS, Behavorial Science
Principal Financial Group February 2002 - Present
NAIFA 2001 - 2006
State Farm Insurance June 1987 - December 2001
Skills
Life Insurance, Fixed Annuities, 401k, Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, Retirement, Strategic Financial...
Education
The American College 1994 — 2006
CLU, CHFC, CASL, Insurance and Financial Services
NationalCollege of Education 1985 — 1986
BS, Behavorial Science
Jessie Green Jessie Green's NAIFA Experience 2010 - 2010
Job Co Owner at Visions of Sugar Plums
Industry Financial Services
Experience
Visions of Sugar Plums March 2013 - Present
Savage & Associates August 2000 - Present
Home Consultant Services 1995 - 2011
NAIFA 2010 - 2010
Arch Paging May 1990 - April 2000
Skills
Insurance, Recruiting, Event Management, Time Management, Employee Benefits, Marketing, Sales, New Business Development, Customer Service, Strategic Planning, Leadership, Public Speaking, Negotiation, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Selling, Accounting, PowerPoint, Outlook, Health Insurance
Education
University of Iowa 1972 — 1978
Marion High School 1969 — 1972
High School, College pre
Visions of Sugar Plums March 2013 - Present
Savage & Associates August 2000 - Present
Home Consultant Services 1995 - 2011
NAIFA 2010 - 2010
Arch Paging May 1990 - April 2000
Skills
Insurance, Recruiting, Event Management, Time Management, Employee Benefits, Marketing, Sales, New Business Development, Customer Service, Strategic Planning, Leadership, Public Speaking, Negotiation, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Selling, Accounting, PowerPoint, Outlook, Health Insurance
Education
University of Iowa 1972 — 1978
Marion High School 1969 — 1972
High School, College pre
Susan Waters Susan Waters's NAIFA Experience April 2010 - Present
Job CEO at NAIFA
Industry Financial Services
Experience
NAIFA April 2010 - Present
National Association of Insurance & Financial Advisors April 2010 - Present
NAIFA September 2007 - April 2010
Skills
Business Strategy, Retirement Planning, Insurance, Long-term Care, Disability Insurance, Life Insurance, Strategic Financial..., Fixed Annuities, Term Life Insurance, Management, Team Building, Public Speaking, Retirement, Nonprofits, Leadership, Health Insurance, Strategic Planning, Employee Benefits, Association Management
Education
Weatherhead School of Management at Case Western Reserve University 2003 — 2005
Doctor of Management, Management
University of San Francisco 1990 — 1993
Master in Organization Development, Organization Development
University of Maryland College Park 1969 — 1973
Bachelor of Arts, English Literature, Philosophy, Russian Literature, Mathematics
NAIFA April 2010 - Present
National Association of Insurance & Financial Advisors April 2010 - Present
NAIFA September 2007 - April 2010
Skills
Business Strategy, Retirement Planning, Insurance, Long-term Care, Disability Insurance, Life Insurance, Strategic Financial..., Fixed Annuities, Term Life Insurance, Management, Team Building, Public Speaking, Retirement, Nonprofits, Leadership, Health Insurance, Strategic Planning, Employee Benefits, Association Management
Education
Weatherhead School of Management at Case Western Reserve University 2003 — 2005
Doctor of Management, Management
University of San Francisco 1990 — 1993
Master in Organization Development, Organization Development
University of Maryland College Park 1969 — 1973
Bachelor of Arts, English Literature, Philosophy, Russian Literature, Mathematics
Paul Dougherty, LUTCF, FSS, HIA Paul Dougherty, LUTCF, FSS, HIA's NAIFA Experience September 2014 - Present
Job NAIFA Secretary
Industry Insurance
Experience
NAIFA September 2014 - Present
State Farm Agent December 1997 - Present
NAIFA September 2010 - September 2013
Elizabeth Seton High School September 2008 - June 2013
State Farm Agents & Associates of Maryland PAC 2008 - 2012
National Association of Insurance and Financial Advisors July 2006 - June 2007
Skills
Disability Insurance, Fixed Annuities, Property & Casualty..., Insurance, Long-term Care, Life Insurance, Term Life Insurance, Universal Life, Health Insurance, Commercial Insurance, Whole Life, Homeowners, Renters, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, Retirement, IRAs, Casualty, 401k, Financial Planners, Estate Planning, Professional Liability, Series 6, Permanent Life Insurance, Casualty Insurance
Education
The Catholic University of America 1986 — 1990
BA, Finance
NAIFA September 2014 - Present
State Farm Agent December 1997 - Present
NAIFA September 2010 - September 2013
Elizabeth Seton High School September 2008 - June 2013
State Farm Agents & Associates of Maryland PAC 2008 - 2012
National Association of Insurance and Financial Advisors July 2006 - June 2007
Skills
Disability Insurance, Fixed Annuities, Property & Casualty..., Insurance, Long-term Care, Life Insurance, Term Life Insurance, Universal Life, Health Insurance, Commercial Insurance, Whole Life, Homeowners, Renters, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, Retirement, IRAs, Casualty, 401k, Financial Planners, Estate Planning, Professional Liability, Series 6, Permanent Life Insurance, Casualty Insurance
Education
The Catholic University of America 1986 — 1990
BA, Finance
Tony Montagnino Tony Montagnino's NAIFA Experience June 2010 - June 2013
Job Branch Manager at Liberty Mutual Group
Industry Insurance
Experience
Liberty Mutual Insurance Group 2008 - Present
Liberty Mutual Insurance January 2005 - Present
NAIFA June 2010 - June 2013
Liberty Mutual Insurance 2002 - 2004
Juniper Networks January 2000 - July 2002
ACCO Brands / Kensington 1997 - 2000
Skills
Management, Marketing, Selling, Strategic Financial..., Retirement Planning, Sales, Fixed Annuities, Training, Leadership, Insurance, Networking, Qualifying Prospects, Coaching, Employee Benefits, Sales Management, Customer Service, Risk Management, Underwriting, Strategic Planning, Team Management, Team Building, Life Insurance, Cold Calling, Account Management, Property & Casualty..., Recruiting
Education
University of Phoenix 2004 — 2016
Working on Degree, Business, Management, Marketing, and Related Support Services
Liberty Mutual Insurance Group 2008 - Present
Liberty Mutual Insurance January 2005 - Present
NAIFA June 2010 - June 2013
Liberty Mutual Insurance 2002 - 2004
Juniper Networks January 2000 - July 2002
ACCO Brands / Kensington 1997 - 2000
Skills
Management, Marketing, Selling, Strategic Financial..., Retirement Planning, Sales, Fixed Annuities, Training, Leadership, Insurance, Networking, Qualifying Prospects, Coaching, Employee Benefits, Sales Management, Customer Service, Risk Management, Underwriting, Strategic Planning, Team Management, Team Building, Life Insurance, Cold Calling, Account Management, Property & Casualty..., Recruiting
Education
University of Phoenix 2004 — 2016
Working on Degree, Business, Management, Marketing, and Related Support Services
Fernando Suarez, CFP, CLU, ChFC Fernando Suarez, CFP, CLU, ChFC's NAIFA Experience 1985 - 2013
Job Managing Director and Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 1995 - Present
NAIFA 1985 - 2013
Northwestern Mutual Financial Network September 1985 - December 1994
Northwestern Mutual Financial Network June 1984 - September 1985
Education
University of Houston, C.T. Bauer College of Business 1981 — 1985
BBA, Finance
Colegio CAFAM 1975 — 1980
Northwestern Mutual January 1995 - Present
NAIFA 1985 - 2013
Northwestern Mutual Financial Network September 1985 - December 1994
Northwestern Mutual Financial Network June 1984 - September 1985
Education
University of Houston, C.T. Bauer College of Business 1981 — 1985
BBA, Finance
Colegio CAFAM 1975 — 1980
Ben Parish's NAIFA Experience March 2015 - Present
Job Government Relations NAIFA
Industry Political Organization
Experience
NAIFA March 2015 - Present
California State Senate May 2011 - March 2015
GOPAC April 2013 - August 2013
The Gula Graham Group November 2012 - April 2013
College Republican National Committee August 2012 - November 2012
Revolvis Consulting 2011 - 2011
Skills
Public Policy, Public Policy Research, Public Relations, Constituent Services, Policy Analysis, Opposition Research, Demographic Analysis, Politics, Legislative Research, Community Outreach, Political Communication, Political Consulting, Political Campaigns, Fundraising, Press Releases, Legislative Relations
Education
University of California, Santa Barbara 2007 — 2011
B.A. Political Science, Public Policy, Political Identity Formation, Political Theory
NAIFA March 2015 - Present
California State Senate May 2011 - March 2015
GOPAC April 2013 - August 2013
The Gula Graham Group November 2012 - April 2013
College Republican National Committee August 2012 - November 2012
Revolvis Consulting 2011 - 2011
Skills
Public Policy, Public Policy Research, Public Relations, Constituent Services, Policy Analysis, Opposition Research, Demographic Analysis, Politics, Legislative Research, Community Outreach, Political Communication, Political Consulting, Political Campaigns, Fundraising, Press Releases, Legislative Relations
Education
University of California, Santa Barbara 2007 — 2011
B.A. Political Science, Public Policy, Political Identity Formation, Political Theory
Ken Bloch Jr. Ken Bloch Jr.'s NAIFA Experience 2004 - March 2015
Job Insurance Sales director at the Bloch Agency
Industry Insurance
Experience
The Ken Bloch Agency October 1998 - Present
NAIFA 2004 - March 2015
FIllmore 2012 - 2015
Skills
Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Account Management, Underwriting, Long-term Care, Brokers, Commercial Insurance, Microsoft Office, Sales
Education
University of South Carolina-Columbia 1992 — 1997
Bachelor's Degree, Arts, Entertainment, and Media Management, Film and TV Production
Charlotte Catholic
Charlotte Catholic
The Ken Bloch Agency October 1998 - Present
NAIFA 2004 - March 2015
FIllmore 2012 - 2015
Skills
Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Account Management, Underwriting, Long-term Care, Brokers, Commercial Insurance, Microsoft Office, Sales
Education
University of South Carolina-Columbia 1992 — 1997
Bachelor's Degree, Arts, Entertainment, and Media Management, Film and TV Production
Charlotte Catholic
Charlotte Catholic
Ron Adams, CLU, RFC, CCPS Ron Adams, CLU, RFC, CCPS's NAIFA Experience 2005 - Present
Job President of College Funding Advisors
Industry Financial Services
Experience
National Association of Insurance and Financial Advisors September 2015 - Present
Rancho Cordova Sunrise Rotary July 2012 - Present
NAIFA 2005 - Present
College Funding Advisors September 2003 - Present
College Funding Advisors February 2003 - Present
Ronald Adams Financial Planning Group, Inc January 1982 - Present
Sacramento Actors Theater 1986 - 2011
Association Insurance Services Co July 1978 - May 2004
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, Insurance, Fixed Annuities, Term Life Insurance, Financial Advisory, Leadership, Theatrical Production, Life Insurance, Small Business, Sports Coaching, Disability Insurance, Financial Services, Customer Service, Public Speaking, Financial Planning, Strategic Planning, Long-term Care, Estate Planning, 401k, Student Financial Aid, IRAs, Management, Working With Actors, Acting Coach, Investments, Nonprofits, Leadership Development, College Education..., college financial...
Education
University of Nebraska at Omaha 1964 — 1967
BA, Political Science and Government
University of Nebraska-Lincoln 1962 — 1964
Political Science and Government
National Association of Insurance and Financial Advisors September 2015 - Present
Rancho Cordova Sunrise Rotary July 2012 - Present
NAIFA 2005 - Present
College Funding Advisors September 2003 - Present
College Funding Advisors February 2003 - Present
Ronald Adams Financial Planning Group, Inc January 1982 - Present
Sacramento Actors Theater 1986 - 2011
Association Insurance Services Co July 1978 - May 2004
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, Insurance, Fixed Annuities, Term Life Insurance, Financial Advisory, Leadership, Theatrical Production, Life Insurance, Small Business, Sports Coaching, Disability Insurance, Financial Services, Customer Service, Public Speaking, Financial Planning, Strategic Planning, Long-term Care, Estate Planning, 401k, Student Financial Aid, IRAs, Management, Working With Actors, Acting Coach, Investments, Nonprofits, Leadership Development, College Education..., college financial...
Education
University of Nebraska at Omaha 1964 — 1967
BA, Political Science and Government
University of Nebraska-Lincoln 1962 — 1964
Political Science and Government
Michelle Decker Michelle Decker's NAIFA Experience 2005 - 2011
Job Sales Executive at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente May 2015 - Present
Connect for Health Colorado June 2013 - February 2015
Hometown Health/Renown December 2011 - May 2013
Senior Insurance Agency June 2011 - November 2011
Anthem Blue Cross Blue Shield June 2005 - March 2011
NAIFA 2005 - 2011
Marsh U.S January 2004 - May 2005
Morgan Stanley 1997 - 2005
ALLSTATE INSURANCE COMPANY 2003 - 2003
Skills
Health Insurance..., Online Marketplace, Insurance, Health Insurance, Employee Benefits, Sales, Training, Account Management, Leadership, Life Insurance, Strategic Planning, Marketing, Selling, New Business Development, Small Business, Health Care Reform, Direct Sales, Sales Management, Customer Service, CRM, Property & Casualty..., Fixed Annuities, Managed Care, Medicare, Underwriting, Marketing Strategy, Workers Compensation, Brokers, Time Management, Public Speaking, Team Building, Budgets, Business Planning, Health Savings Accounts, COBRA, Group Medical, Term Life Insurance, Healthcare, Analysis, Sales Presentations, Group Insurance, Investments, Recruiting, Project Planning, Retirement Planning, Finance, Forecasting, Strategic Financial..., Long-term Care
Education
Truckee Meadows Community College 1992 — 1997
Truckee Meadows Community College
Associate's degree, Business
Kaiser Permanente May 2015 - Present
Connect for Health Colorado June 2013 - February 2015
Hometown Health/Renown December 2011 - May 2013
Senior Insurance Agency June 2011 - November 2011
Anthem Blue Cross Blue Shield June 2005 - March 2011
NAIFA 2005 - 2011
Marsh U.S January 2004 - May 2005
Morgan Stanley 1997 - 2005
ALLSTATE INSURANCE COMPANY 2003 - 2003
Skills
Health Insurance..., Online Marketplace, Insurance, Health Insurance, Employee Benefits, Sales, Training, Account Management, Leadership, Life Insurance, Strategic Planning, Marketing, Selling, New Business Development, Small Business, Health Care Reform, Direct Sales, Sales Management, Customer Service, CRM, Property & Casualty..., Fixed Annuities, Managed Care, Medicare, Underwriting, Marketing Strategy, Workers Compensation, Brokers, Time Management, Public Speaking, Team Building, Budgets, Business Planning, Health Savings Accounts, COBRA, Group Medical, Term Life Insurance, Healthcare, Analysis, Sales Presentations, Group Insurance, Investments, Recruiting, Project Planning, Retirement Planning, Finance, Forecasting, Strategic Financial..., Long-term Care
Education
Truckee Meadows Community College 1992 — 1997
Truckee Meadows Community College
Associate's degree, Business
Jennifer Landes's NAIFA Experience July 2013 - Present
Job Agency Strategic Business Partner | Consultative Sales Coach | Talent Acquisition
Industry Insurance
Experience
American Family Insurance September 2014 - Present
NAIFA July 2013 - Present
American Family Insurance February 2010 - September 2014
State Farm Insurance 2009 - 2010
American Red Cross November 2007 - March 2009
Skills
Public Speaking, Social Media, Small Business, Non-profits, Event Planning, Long-term Care, Customer Service, Fundraising, Public Relations, Strategic Planning, Disability Insurance, Nonprofits, Homeowners, Employee Benefits, Fixed Annuities, Leadership, Liability, Marketing, Marketing Strategy, Professional Liability, Property, Sales, Social Networking, Training, Umbrella Insurance, Whole Life, Workers Compensation, Policy, Advertising, Budgets, Motorcycle, Casualty, Commercial Insurance, Time Management, Finance, IRAs, Social Media Marketing
Education
University of Nevada-Reno 2001 — 2005
BA, Marketing/Advertising
Galena High School 1998 — 2001
General Studies, General Studies
American Family Insurance September 2014 - Present
NAIFA July 2013 - Present
American Family Insurance February 2010 - September 2014
State Farm Insurance 2009 - 2010
American Red Cross November 2007 - March 2009
Skills
Public Speaking, Social Media, Small Business, Non-profits, Event Planning, Long-term Care, Customer Service, Fundraising, Public Relations, Strategic Planning, Disability Insurance, Nonprofits, Homeowners, Employee Benefits, Fixed Annuities, Leadership, Liability, Marketing, Marketing Strategy, Professional Liability, Property, Sales, Social Networking, Training, Umbrella Insurance, Whole Life, Workers Compensation, Policy, Advertising, Budgets, Motorcycle, Casualty, Commercial Insurance, Time Management, Finance, IRAs, Social Media Marketing
Education
University of Nevada-Reno 2001 — 2005
BA, Marketing/Advertising
Galena High School 1998 — 2001
General Studies, General Studies
Mike Rowan Mike Rowan's NAIFA Experience June 2008 - 2011
Job President at KPItarget | Digital Marketing Strategist | Marketing Automation | Lead Generation | KPI Driven Marketer
Industry Internet
Experience
KPItarget December 2013 - Present
FiPath June 2008 - Present
Swarm January 2012 - December 2013
eInsurance Advisors July 2006 - December 2011
NAIFA June 2008 - 2011
National Insurance Brokerage March 2002 - August 2006
UBS Wealth Management May 1999 - March 2002
Skills
Business Development, Entrepreneurship, Social Media, SEO, Web Design, Branding & Identity, Social Media Marketing, Email Marketing, Blogging, Finance, Risk Management, Marketing, Search Engine Ranking, Strategic Partnerships, Product Marketing, Interactive Marketing, Sales, Strategy, E-commerce, Analytics, Mobile Devices, Web Analytics, SEM, Leadership, Digital Media, Mobile Marketing, Start-ups, Digital Marketing, Online Advertising, Digital Strategy, Online Marketing, PPC, Google Analytics, New Business Development, Lead Generation, Competitive Analysis, Marketing Strategy, Strategic Planning
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management
KPItarget December 2013 - Present
FiPath June 2008 - Present
Swarm January 2012 - December 2013
eInsurance Advisors July 2006 - December 2011
NAIFA June 2008 - 2011
National Insurance Brokerage March 2002 - August 2006
UBS Wealth Management May 1999 - March 2002
Skills
Business Development, Entrepreneurship, Social Media, SEO, Web Design, Branding & Identity, Social Media Marketing, Email Marketing, Blogging, Finance, Risk Management, Marketing, Search Engine Ranking, Strategic Partnerships, Product Marketing, Interactive Marketing, Sales, Strategy, E-commerce, Analytics, Mobile Devices, Web Analytics, SEM, Leadership, Digital Media, Mobile Marketing, Start-ups, Digital Marketing, Online Advertising, Digital Strategy, Online Marketing, PPC, Google Analytics, New Business Development, Lead Generation, Competitive Analysis, Marketing Strategy, Strategic Planning
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Risk Management
Rob Denning, MBA Rob Denning, MBA's NAIFA Experience November 2007 - 2011
Job AreYouMortgageFree.com
Industry Financial Services
Experience
Worth Unlimited August 2012 - Present
Liahona Capital Enterprises, LLC February 2011 - Present
LDS Church October 1978 - Present
Mona Vie October 2013 - January 2014
U First Financial May 2008 - February 2011
Wal-Mart December 2008 - January 2011
NAIFA November 2007 - 2011
NAIFA June 2008 - July 2010
Mona Vie 2007 - 2010
BNI 2007 - 2009
Skills
Retail, Teaching, Banking, Public Speaking, PowerPoint, Business Consulting, Debt Management, Merchandising, Web Merchandising, Language Skills, Intercultural..., Technology..., Technology Evaluation, Technology Transfer, Private Banking, Insurance Planning, Business Process..., Organizational..., Organizational..., Program Design, Loyalty Programs, TQM, Management Consulting, Program Management, Financial Planners, Business Process, Team Building, Strategic Planning, Marketing, Training, Team Leadership, Fundraising, Strategy, Marketing Strategy, Customer Service, Operational Excellence, Event Planning, Budgets, Finance, Analysis, Coaching, Management, Language Development, Human Resources, Time Management, Leadership Development, Networking, Mortgage Lending, Small Business, Insurance
Education
University of Phoenix 2010 — 2013
DM, Organizational Leadership
University of Arkansas 2002 — 2003
M.B.A., Business Administration
University of Central Arkansas 2000 — 2002
B.B.A., Finance & Information Systems
Bauxite High School
High School - Honors Graduate, John Phillip Sousa Band Award, National Honor Society, Industrial Arts Award
Worth Unlimited August 2012 - Present
Liahona Capital Enterprises, LLC February 2011 - Present
LDS Church October 1978 - Present
Mona Vie October 2013 - January 2014
U First Financial May 2008 - February 2011
Wal-Mart December 2008 - January 2011
NAIFA November 2007 - 2011
NAIFA June 2008 - July 2010
Mona Vie 2007 - 2010
BNI 2007 - 2009
Skills
Retail, Teaching, Banking, Public Speaking, PowerPoint, Business Consulting, Debt Management, Merchandising, Web Merchandising, Language Skills, Intercultural..., Technology..., Technology Evaluation, Technology Transfer, Private Banking, Insurance Planning, Business Process..., Organizational..., Organizational..., Program Design, Loyalty Programs, TQM, Management Consulting, Program Management, Financial Planners, Business Process, Team Building, Strategic Planning, Marketing, Training, Team Leadership, Fundraising, Strategy, Marketing Strategy, Customer Service, Operational Excellence, Event Planning, Budgets, Finance, Analysis, Coaching, Management, Language Development, Human Resources, Time Management, Leadership Development, Networking, Mortgage Lending, Small Business, Insurance
Education
University of Phoenix 2010 — 2013
DM, Organizational Leadership
University of Arkansas 2002 — 2003
M.B.A., Business Administration
University of Central Arkansas 2000 — 2002
B.B.A., Finance & Information Systems
Bauxite High School
High School - Honors Graduate, John Phillip Sousa Band Award, National Honor Society, Industrial Arts Award
Timothy Manry Timothy Manry's NAIFA Experience July 2014 - Present
Job Vice President at Disability Resource Group
Industry Insurance
Experience
Disability Resource Group December 2014 - Present
NAIFA July 2014 - Present
GFS Brokerage December 2011 - December 2014
Futurity First Insurance Group December 2008 - March 2011
United Insurance Group 2006 - 2008
Bankers Life Insurance 1999 - 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Life & Health Insurance..., Whole Life, Insurance, Underwriting, Retirement Planning, Risk Management, Leadership, Term Life Insurance, Long Term Care Insurance, Series 6, Long-term Care, Series 63, 401k, Brokers, Critical Illness, Employee Benefits, Estate Planning, Financial Planners, Health Insurance, IRAs, Property, Retirement, Series 7, Team Building, Sales Management, Strategic Planning, Team Mentoring, Sales, Management
Education
University of California, Santa Barbara 1987 — 1991
Psychology
Disability Resource Group December 2014 - Present
NAIFA July 2014 - Present
GFS Brokerage December 2011 - December 2014
Futurity First Insurance Group December 2008 - March 2011
United Insurance Group 2006 - 2008
Bankers Life Insurance 1999 - 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Life & Health Insurance..., Whole Life, Insurance, Underwriting, Retirement Planning, Risk Management, Leadership, Term Life Insurance, Long Term Care Insurance, Series 6, Long-term Care, Series 63, 401k, Brokers, Critical Illness, Employee Benefits, Estate Planning, Financial Planners, Health Insurance, IRAs, Property, Retirement, Series 7, Team Building, Sales Management, Strategic Planning, Team Mentoring, Sales, Management
Education
University of California, Santa Barbara 1987 — 1991
Psychology
Glenn Deal, Jr. Glenn Deal, Jr.'s NAIFA Experience 1991 - 2013
Job Financial Consultant at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans October 1989 - Present
NAIFA 1991 - 2013
Classic Swing Golf School January 2012 - February 2012
Skills
Retirement Planning, Retirement, Annuities, Mutual Funds, Investments, Insurance
Education
UNC-Chapel Hill 1967 — 1971
BS, Business Administration
The American College 1991 — 1993
CLU, ChFC, Insurance and Financial Services
Thrivent Financial for Lutherans October 1989 - Present
NAIFA 1991 - 2013
Classic Swing Golf School January 2012 - February 2012
Skills
Retirement Planning, Retirement, Annuities, Mutual Funds, Investments, Insurance
Education
UNC-Chapel Hill 1967 — 1971
BS, Business Administration
The American College 1991 — 1993
CLU, ChFC, Insurance and Financial Services
David Spellman David Spellman's NAIFA Experience 1987 - 2015
Job Insurance and Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 1987 - Present
NAIFA 1987 - 2015
WLOB TALK RADIO January 2005 - January 2010
Aetna Casualty & Surety January 1982 - January 1984
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, 401k, Employee Benefits, Financial Advisory, Finance, Fixed Annuities, Term Life Insurance
Education
University of Maine 1977 — 1981
BA, English, Technical Writing
University of Maine 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, Technical Writing
Cony High School 1973 — 1977
Principal Financial Group January 1987 - Present
NAIFA 1987 - 2015
WLOB TALK RADIO January 2005 - January 2010
Aetna Casualty & Surety January 1982 - January 1984
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, 401k, Employee Benefits, Financial Advisory, Finance, Fixed Annuities, Term Life Insurance
Education
University of Maine 1977 — 1981
BA, English, Technical Writing
University of Maine 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, Technical Writing
Cony High School 1973 — 1977
Paul Gugliotti LUTCF's NAIFA Experience 2006 - 2010
Job Financial Service Professional/Associate Supervisory Officer at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services February 2012 - Present
Charter Oak Insurance and Financial Services/MassMutual Financial Group 2006 - Present
NAIFA 2006 - 2010
MW Financial Group November 2005 - October 2006
Petron Automation June 1986 - October 2005
Skills
Individual Life, Disability Insurance, Retirement, 401k, Securities, Financial Services, Protection, Asset, Budgeting, Long Term Care..., Disability Income, Asset Accumulation..., Employee Benefit and..., Employee Benefits, Whole Life, Long-term Care
Education
The American College 2008 — 2009
LUTCF
Kaynor Technical School 1983 — 1986
High School Diploma, Tool and Die
Charter Oak Insurance and Financial Services February 2012 - Present
Charter Oak Insurance and Financial Services/MassMutual Financial Group 2006 - Present
NAIFA 2006 - 2010
MW Financial Group November 2005 - October 2006
Petron Automation June 1986 - October 2005
Skills
Individual Life, Disability Insurance, Retirement, 401k, Securities, Financial Services, Protection, Asset, Budgeting, Long Term Care..., Disability Income, Asset Accumulation..., Employee Benefit and..., Employee Benefits, Whole Life, Long-term Care
Education
The American College 2008 — 2009
LUTCF
Kaynor Technical School 1983 — 1986
High School Diploma, Tool and Die
Beverly Norman's NAIFA Experience 2005 - 2013
Job Assist agents in growing their book of business through innovative products and selling strategies
Industry Insurance
Experience
Aetna June 1997 - Present
NAIFA-Dallas July 2012 - 2013
NAIFA 2005 - 2013
NAHU 2001 - 2013
ETAHU 2009 - 2010
Aetna June 1999 - January 2001
Skills
Health Insurance, Dental, Brokers, Small Business, Insurance, Employee Benefits, Health Savings Accounts, Employee Wellness, Underwriting, Health Policy, Account Management, Life Insurance, Managed Care, Sales, Term Life Insurance, Leadership, Health Care Reform, Customer Service, Customer Retention, Creative Problem Solving, Creative Solutions, Creative Strategy, Networking, Non-profit Leadership, Non-profit Volunteer, Presentations, Public Speaking, Sales Presentations, Volunteering, Mentoring, Group Insurance, Group Medical, HIPAA, Disability Insurance
Education
University of North Texas 1994 — 1996
BA, Interdisciplinary Studies
Aetna June 1997 - Present
NAIFA-Dallas July 2012 - 2013
NAIFA 2005 - 2013
NAHU 2001 - 2013
ETAHU 2009 - 2010
Aetna June 1999 - January 2001
Skills
Health Insurance, Dental, Brokers, Small Business, Insurance, Employee Benefits, Health Savings Accounts, Employee Wellness, Underwriting, Health Policy, Account Management, Life Insurance, Managed Care, Sales, Term Life Insurance, Leadership, Health Care Reform, Customer Service, Customer Retention, Creative Problem Solving, Creative Solutions, Creative Strategy, Networking, Non-profit Leadership, Non-profit Volunteer, Presentations, Public Speaking, Sales Presentations, Volunteering, Mentoring, Group Insurance, Group Medical, HIPAA, Disability Insurance
Education
University of North Texas 1994 — 1996
BA, Interdisciplinary Studies
Stephen Good's NAIFA Experience August 2003 - Present
Job Managing Director for MassMutual Seattle
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
NAIFA August 2003 - Present
Massachusetts Mutual February 2011 - September 2014
USAA February 2010 - February 2011
The Asset Management Group January 2006 - February 2010
Guardian Life April 2005 - January 2010
Prudential Financial March 2002 - April 2005
University of Miami May 2000 - February 2002
Skills
Life Insurance, Financial Advisory, Wealth, Leadership, Finance, Long Term Care Insurance, Training, Financial Services, Recruiting, Employee Benefits, Disability Insurance, Series 6, 401k, IRAs, Series 7, Insurance, Financial Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
University of Miami 1996 — 2000
BS, Marine Science and Biology
The Haverford School 1988 — 1996
High School
MassMutual Financial Group September 2014 - Present
NAIFA August 2003 - Present
Massachusetts Mutual February 2011 - September 2014
USAA February 2010 - February 2011
The Asset Management Group January 2006 - February 2010
Guardian Life April 2005 - January 2010
Prudential Financial March 2002 - April 2005
University of Miami May 2000 - February 2002
Skills
Life Insurance, Financial Advisory, Wealth, Leadership, Finance, Long Term Care Insurance, Training, Financial Services, Recruiting, Employee Benefits, Disability Insurance, Series 6, 401k, IRAs, Series 7, Insurance, Financial Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Mutual Funds
Education
University of Miami 1996 — 2000
BS, Marine Science and Biology
The Haverford School 1988 — 1996
High School
Alec Svadjian, MBA's NAIFA Experience July 2014 - Present
Job Communications Chair at NAIFA
Industry Insurance
Experience
NAIFA July 2014 - Present
New Generation Insurance Marketing November 2013 - Present
GBS Insurance/Flynn Associates November 2008 - November 2013
State Farm Insurance April 2003 - November 2008
Mercury Insurance March 2002 - March 2003
Skills
Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Marketing, Claim, Underwriting, Term Life Insurance, Long-term Care, Financial Planners, Life Insurance, Commercial Insurance, 401k, Long Term Care Insurance, Medicare, Critical Illness, Whole Life, General Insurance, Casualty, Leadership, Sales, IRAs, Wealth, Securities, Legal Liability, Wealth Accumulation, Estate Planning, Brokers, Homeowners, Universal Life, Risk Management, Management, Wealth Management, Liability, Customer Service, Variable Annuities, Financial Advisory, Strategic Financial..., Retirement, Financial Services
Education
University of Phoenix, College of Graduate Business and Management 2007 — 2008
MBA, Business Administration
University of Southern California 1998 — 2001
Bachelor's, Business
University of Southern California - Marshall School of Business 1998 — 2001
BS, Business Administration
NAIFA July 2014 - Present
New Generation Insurance Marketing November 2013 - Present
GBS Insurance/Flynn Associates November 2008 - November 2013
State Farm Insurance April 2003 - November 2008
Mercury Insurance March 2002 - March 2003
Skills
Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Marketing, Claim, Underwriting, Term Life Insurance, Long-term Care, Financial Planners, Life Insurance, Commercial Insurance, 401k, Long Term Care Insurance, Medicare, Critical Illness, Whole Life, General Insurance, Casualty, Leadership, Sales, IRAs, Wealth, Securities, Legal Liability, Wealth Accumulation, Estate Planning, Brokers, Homeowners, Universal Life, Risk Management, Management, Wealth Management, Liability, Customer Service, Variable Annuities, Financial Advisory, Strategic Financial..., Retirement, Financial Services
Education
University of Phoenix, College of Graduate Business and Management 2007 — 2008
MBA, Business Administration
University of Southern California 1998 — 2001
Bachelor's, Business
University of Southern California - Marshall School of Business 1998 — 2001
BS, Business Administration
Booker Joseph, CLU, ChFC, FLMI's NAIFA Experience 2002 - 2003
Job VicePresident of Sales at UnitedHealth Group Medicare and Retirement
Industry Health, Wellness and Fitness
Experience
UnitedHealthcare Medicare and Retirement August 2005 - Present
NAIFA 2002 - 2003
Skills
Sales Plan, Sales, Health Insurance, Medicare, Insurance, Managed Care, Long-term Care, Medicare Part D, Brokers, Term Life Insurance, Health Savings Accounts, HMO, Life Insurance, Sales Management, PPO, HIPAA, Whole Life, Healthcare, Healthcare Industry, Medicaid, Network Development, Employee Benefits, Health Policy, Claim, Disability Insurance, Universal Life, Retirement, Healthcare Consulting, Healthcare Management, Health Care Reform, Self-funded, Provider Relations, COBRA, General Insurance, Disease Management, Critical Illness, Leadership, Fixed Annuities, Pharmacy Benefit...
Education
The American College 1990 — 1994
CLU, CHFC, Insurance
Coursera
UnitedHealthcare Medicare and Retirement August 2005 - Present
NAIFA 2002 - 2003
Skills
Sales Plan, Sales, Health Insurance, Medicare, Insurance, Managed Care, Long-term Care, Medicare Part D, Brokers, Term Life Insurance, Health Savings Accounts, HMO, Life Insurance, Sales Management, PPO, HIPAA, Whole Life, Healthcare, Healthcare Industry, Medicaid, Network Development, Employee Benefits, Health Policy, Claim, Disability Insurance, Universal Life, Retirement, Healthcare Consulting, Healthcare Management, Health Care Reform, Self-funded, Provider Relations, COBRA, General Insurance, Disease Management, Critical Illness, Leadership, Fixed Annuities, Pharmacy Benefit...
Education
The American College 1990 — 1994
CLU, CHFC, Insurance
Coursera
Laura Biesemeyer's NAIFA Experience July 2013 - June 2014
Job VP of Life Sales & Administration at Advisors Excel
Industry Insurance
Experience
Advisors Excel February 2014 - Present
NAIFA July 2013 - June 2014
FPA-DFW January 2011 - February 2014
The DI Center October 2012 - January 2014
Summit Alliance Financial July 2008 - September 2012
Fidelity Security Life August 2006 - July 2008
Transamerica Occidental Life Insurance Company 1998 - 2006
Skills
Life Insurance, Fixed Annuities, Retirement Supplement, Disability Insurance, Long Term Care Insurance, Series 6, Series 63, Retirement, Long-term Care
Education
University of Missouri-Kansas City 2002 — 2004
BA
Advisors Excel February 2014 - Present
NAIFA July 2013 - June 2014
FPA-DFW January 2011 - February 2014
The DI Center October 2012 - January 2014
Summit Alliance Financial July 2008 - September 2012
Fidelity Security Life August 2006 - July 2008
Transamerica Occidental Life Insurance Company 1998 - 2006
Skills
Life Insurance, Fixed Annuities, Retirement Supplement, Disability Insurance, Long Term Care Insurance, Series 6, Series 63, Retirement, Long-term Care
Education
University of Missouri-Kansas City 2002 — 2004
BA
Brian Lampton's NAIFA Experience 1990 - 2010
Job President, Brian E Lampton Agency, Inc.
Industry Insurance
Experience
Brian E Lampton Insurance Agency, Inc. Member of the Board of DirectorsGreene County Board of ElectionsApril 2012 - Present
Greene County Republican Party January 2012 - Present
Brian E Lampton Insurance Agency 1990 - Present
Beavercreek Chamber of Commerce 1997 - 2010
NAIFA 1990 - 2010
Beavercreek Rotary Club July 2005 - July 2006
Skills
Public Speaking, Long-term Care, Project Planning, Public Relations, Nonprofits, Small Business, Insurance, Strategic Planning, Non-profits, Fixed Annuities, Marketing
Education
University of Dayton 1983 — 1987
bachelors, communications
Brian E Lampton Insurance Agency, Inc. Member of the Board of DirectorsGreene County Board of ElectionsApril 2012 - Present
Greene County Republican Party January 2012 - Present
Brian E Lampton Insurance Agency 1990 - Present
Beavercreek Chamber of Commerce 1997 - 2010
NAIFA 1990 - 2010
Beavercreek Rotary Club July 2005 - July 2006
Skills
Public Speaking, Long-term Care, Project Planning, Public Relations, Nonprofits, Small Business, Insurance, Strategic Planning, Non-profits, Fixed Annuities, Marketing
Education
University of Dayton 1983 — 1987
bachelors, communications
Olivia Scott's NAIFA Experience February 2010 - Present
Job Program Manager Association Services at the National Association of Insurance and Financial Advisors (NAIFA)
Industry Financial Services
Experience
NAIFA February 2010 - Present
NCBCP August 2009 - November 2009
Foundation For The Carolinas May 2004 - July 2009
Skills
Association Management, Insurance, Non-profits, Public Speaking, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Marketing, Leadership, Program Management
Education
UNC Charlotte 1997 — 2002
Bachelor of Science, Biology
NAIFA February 2010 - Present
NCBCP August 2009 - November 2009
Foundation For The Carolinas May 2004 - July 2009
Skills
Association Management, Insurance, Non-profits, Public Speaking, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Marketing, Leadership, Program Management
Education
UNC Charlotte 1997 — 2002
Bachelor of Science, Biology
Bruce Hadloc's NAIFA Experience Manager, Meetings and MembershipInternational Bottled Water AssociationJuly 1998 - May 2005
Job Manager, Industry Partnerships at NAIFA
Industry Insurance
Experience
NAIFA Manager, Meetings and MembershipInternational Bottled Water AssociationJuly 1998 - May 2005
Education
University of Maryland Baltimore County 1991 — 1994
Sociology and Anthropology
Meade Senior High School 1985 — 1989
NAIFA Manager, Meetings and MembershipInternational Bottled Water AssociationJuly 1998 - May 2005
Education
University of Maryland Baltimore County 1991 — 1994
Sociology and Anthropology
Meade Senior High School 1985 — 1989