National Brokerage
Industry: Insurance company
DescriptionFounded: 1996 Subsidiary: National Brokerage, Asset Management Arm
National Brokerage List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Brokerage. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Brokerage Employees
Employee
Years
Job
Industry
Christopher D Waldo Christopher D Waldo's National Brokerage Experience June 2010 - October 2010
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
MetLife November 2010 - August 2013
National Brokerage June 2010 - October 2010
Jackson National Life March 2008 - March 2010
US Army September 2002 - February 2008
CBC Flood Services January 2001 - January 2002
H &R block Financial Advisors January 1997 - January 2001
Skills
Fixed Annuities, Retirement, Mutual Funds, Insurance, Asset Allocation, Employee Benefits, Succession Planning, Variable Products, Executive Benefit..., Life Insurance, Retirement Planning, Investments, Long-term Care, Term Life Insurance, Securities, Disability Insurance, Strategic Financial..., 401k, Stocks, Bonds, Series 7, Series 63, Series 66, Health Insurance, Sales, Finance, Indexed Annuities, Variable Annuities, Small Business
Education
Central Michigan University 1992 — 1997
BSBA Business Administration, Finance
TD Ameritrade August 2013 - Present
MetLife November 2010 - August 2013
National Brokerage June 2010 - October 2010
Jackson National Life March 2008 - March 2010
US Army September 2002 - February 2008
CBC Flood Services January 2001 - January 2002
H &R block Financial Advisors January 1997 - January 2001
Skills
Fixed Annuities, Retirement, Mutual Funds, Insurance, Asset Allocation, Employee Benefits, Succession Planning, Variable Products, Executive Benefit..., Life Insurance, Retirement Planning, Investments, Long-term Care, Term Life Insurance, Securities, Disability Insurance, Strategic Financial..., 401k, Stocks, Bonds, Series 7, Series 63, Series 66, Health Insurance, Sales, Finance, Indexed Annuities, Variable Annuities, Small Business
Education
Central Michigan University 1992 — 1997
BSBA Business Administration, Finance
Sara Solis Sara Solis's National Brokerage Experience 2012 - Present
Job Regional Sales Manager at National Brokerage
Industry Insurance
Experience
National Brokerage 2012 - Present
Air Van Moving 2011 - 2012
Pacific Residential Mortgage 2006 - 2010
Northwestern Mutual 2000 - 2006
Skills
Selling, Life Insurance, Fixed Annuities, Indexed Annuities, Disability Insurance, Long Term Care Insurance, Business Relationship..., Health Insurance, Insurance, Small Business, Long-term Care, Term Life Insurance, FHA, Mortgage Lending, Sales, Employee Benefits, Whole Life, Retirement, Retirement Planning
Education
Boise State University 1995 — 2000
BBS, Marketing
National Brokerage 2012 - Present
Air Van Moving 2011 - 2012
Pacific Residential Mortgage 2006 - 2010
Northwestern Mutual 2000 - 2006
Skills
Selling, Life Insurance, Fixed Annuities, Indexed Annuities, Disability Insurance, Long Term Care Insurance, Business Relationship..., Health Insurance, Insurance, Small Business, Long-term Care, Term Life Insurance, FHA, Mortgage Lending, Sales, Employee Benefits, Whole Life, Retirement, Retirement Planning
Education
Boise State University 1995 — 2000
BBS, Marketing
Susan P Johnson's National Brokerage Experience November 2009 - January 2014
Job Life, Accident & Health Producer
Industry Insurance
Experience
SPJohnson Group April 2013 - Present
Gin-Sue Enterprises, LLC 2009 - Present
Several Insurance Companies September 2003 - Present
Gin-Sue Enterprises, LLC 2009 - 2015
Gin-Sue Enterprises, LLC 2009 - 2015
National Brokerage November 2009 - January 2014
Buffalo Niagara Veteran Business Owners, Inc. 2013 - 2014
Professional Women in Construction,NYC Founding Chapter 1980 - 2011
The New York Life Insurance company 2007 - 2010
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Retirement, Long-term Care, Term Life Insurance, Customer Service, Public Speaking, Brokers, Small Business, Sales, Team Building, Coaching, Strategic Planning, Recruiting, Leadership, Underwriting, Training, Contract Negotiation, Nonprofits, Account Management, Project Planning, Whole Life, Sourcing, Business Planning, Risk Management, Non-profits, Mentoring, Microsoft Word, Blueprint Reading, Time Management, Medicare, Universal Life, Umbrella Insurance, Finance, Blue Print Reading, Plan Estimating, Project Scheduling, Health, Annuities, Customer Relations, Word, Excel, Problem Solving, Group Benefits, Scheduling, Long Term Care
Education
Kean University 1972 — 1976
Bachelor's Degree, Psychology, Minor Philosophy, 3.06
State University of New York College at Buffalo 2013 — 2013
BA Major- Psychology Minor-Philosophy, Re-Entry Preparartion for Construction Operations
Iona, For Construction Mangmnt 1980 — 1981
Certificate of Learning, Construction Management
SPJohnson Group April 2013 - Present
Gin-Sue Enterprises, LLC 2009 - Present
Several Insurance Companies September 2003 - Present
Gin-Sue Enterprises, LLC 2009 - 2015
Gin-Sue Enterprises, LLC 2009 - 2015
National Brokerage November 2009 - January 2014
Buffalo Niagara Veteran Business Owners, Inc. 2013 - 2014
Professional Women in Construction,NYC Founding Chapter 1980 - 2011
The New York Life Insurance company 2007 - 2010
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Retirement, Long-term Care, Term Life Insurance, Customer Service, Public Speaking, Brokers, Small Business, Sales, Team Building, Coaching, Strategic Planning, Recruiting, Leadership, Underwriting, Training, Contract Negotiation, Nonprofits, Account Management, Project Planning, Whole Life, Sourcing, Business Planning, Risk Management, Non-profits, Mentoring, Microsoft Word, Blueprint Reading, Time Management, Medicare, Universal Life, Umbrella Insurance, Finance, Blue Print Reading, Plan Estimating, Project Scheduling, Health, Annuities, Customer Relations, Word, Excel, Problem Solving, Group Benefits, Scheduling, Long Term Care
Education
Kean University 1972 — 1976
Bachelor's Degree, Psychology, Minor Philosophy, 3.06
State University of New York College at Buffalo 2013 — 2013
BA Major- Psychology Minor-Philosophy, Re-Entry Preparartion for Construction Operations
Iona, For Construction Mangmnt 1980 — 1981
Certificate of Learning, Construction Management
James Peña's National Brokerage Experience April 2015 - Present
Job National Brokerage
Industry Insurance
Experience
National Brokerage April 2015 - Present
SDG&E May 1977 - July 2004
Skills
Term Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, Disability Insurance, Critical Illness, Accident Insurance, Medicare Supplements, Life Insurance, Insurance, Health Insurance, Customer Service, Team Building, Retirement, Sales, Employee Benefits, Analysis, Band, Drums, Fixed Annuities, Leadership, Musical Theatre
Education
University of Phoenix-San Diego Campus 1998 — 2002
Master of Arts (M.A.), Business Administration, Management and Operations, Cum Laude
National Brokerage April 2015 - Present
SDG&E May 1977 - July 2004
Skills
Term Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, Disability Insurance, Critical Illness, Accident Insurance, Medicare Supplements, Life Insurance, Insurance, Health Insurance, Customer Service, Team Building, Retirement, Sales, Employee Benefits, Analysis, Band, Drums, Fixed Annuities, Leadership, Musical Theatre
Education
University of Phoenix-San Diego Campus 1998 — 2002
Master of Arts (M.A.), Business Administration, Management and Operations, Cum Laude
Brandy Casey's National Brokerage Experience 2002 - 2010
Job Life Case Manager at Insurance Network America
Industry Insurance
Experience
Insurance Network America April 2013 - Present
Insurance Network America November 2012 - April 2013
National Brokerage 2002 - 2010
Skills
Life Insurance, Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Customer Service, Whole Life, Long Term Care Insurance, Universal Life, Sales, Fixed Annuities
Education
University of Phoenix 2009 — 2010
Computer Programming
Insurance Network America April 2013 - Present
Insurance Network America November 2012 - April 2013
National Brokerage 2002 - 2010
Skills
Life Insurance, Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Customer Service, Whole Life, Long Term Care Insurance, Universal Life, Sales, Fixed Annuities
Education
University of Phoenix 2009 — 2010
Computer Programming
Patrick Collins, CLU ChFC Patrick Collins, CLU ChFC's National Brokerage Experience March 2012 - November 2012
Job Case Design Consultant at IBC Inc
Industry Financial Services
Experience
IBC Inc November 2012 - Present
National Brokerage March 2012 - November 2012
Solenture, Inc. December 1992 - December 2011
Manulife Financial, Pittsburgh Sales & Marketing Office May 1983 - October 1992
Skills
Deferred Compensation, Defined Benefit, Insurance, Wealth, Retirement, Employee Benefits, Retirement Planning, Executive Pay, Estate Planning, Series 6, Financial Advisory, 401k, Life Insurance
Education
Duquesne University 1975 — 1979
BS, Business Adminsration
North Catholic High School 1975 — 1979
Scholastic Track
IBC Inc November 2012 - Present
National Brokerage March 2012 - November 2012
Solenture, Inc. December 1992 - December 2011
Manulife Financial, Pittsburgh Sales & Marketing Office May 1983 - October 1992
Skills
Deferred Compensation, Defined Benefit, Insurance, Wealth, Retirement, Employee Benefits, Retirement Planning, Executive Pay, Estate Planning, Series 6, Financial Advisory, 401k, Life Insurance
Education
Duquesne University 1975 — 1979
BS, Business Adminsration
North Catholic High School 1975 — 1979
Scholastic Track
Chris Kincaid's National Brokerage Experience May 2005 - Present
Job Regional Sales Manager at National Brokerage
Industry Insurance
Experience
National Brokerage May 2005 - Present
Extended Systems January 2001 - May 2005
Skills
Sales, Insurance, Sales Management, Pre-sales, Training, Management, Marketing, Leadership, Enterprise Software, Sales Presentations, Account Management, Customer Service, Team Leadership, Marketing Strategy, Disability Insurance, Selling, Recruiting, Life Insurance, Term Life Insurance, Sales Operations
Education
Boise State University 1996 — 2000
BA, Computer Information Systems
National Brokerage May 2005 - Present
Extended Systems January 2001 - May 2005
Skills
Sales, Insurance, Sales Management, Pre-sales, Training, Management, Marketing, Leadership, Enterprise Software, Sales Presentations, Account Management, Customer Service, Team Leadership, Marketing Strategy, Disability Insurance, Selling, Recruiting, Life Insurance, Term Life Insurance, Sales Operations
Education
Boise State University 1996 — 2000
BA, Computer Information Systems
Derek Mehling's National Brokerage Experience November 2012 - Present
Job Relationship Manager GA / Agent at National Brokerage
Industry Insurance
Experience
National Brokerage November 2012 - Present
National Brokerage November 2012 - Present
National Brokerage November 2012 - Present
Ameritas 2014 - 2014
Skills
Marketing, Direct Marketing, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Investments, Financial Services, Retirement Planning, Retirement, Mortgage Lending, Wealth Management, Universal Life, Whole Life, Permanent Life Insurance, IRAs, Indexed Annuities, Long-term Care, 401k, Financial Planners, High Net Worth..., Insurance
Education
Kaplan University 2012 — 2013
Life and Health Insurance / Finance
Ashford University 2011 — 2013
Daytona College 2005 — 2007
National Brokerage November 2012 - Present
National Brokerage November 2012 - Present
National Brokerage November 2012 - Present
Ameritas 2014 - 2014
Skills
Marketing, Direct Marketing, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Investments, Financial Services, Retirement Planning, Retirement, Mortgage Lending, Wealth Management, Universal Life, Whole Life, Permanent Life Insurance, IRAs, Indexed Annuities, Long-term Care, 401k, Financial Planners, High Net Worth..., Insurance
Education
Kaplan University 2012 — 2013
Life and Health Insurance / Finance
Ashford University 2011 — 2013
Daytona College 2005 — 2007
John Schalcosky John Schalcosky's National Brokerage Experience 2012 - Present
Job Founder The Odd, Mysterious & Fascinating History of Pittsburgh
Industry Research
Experience
Odd, Mysterious & Fascinating History of Pittsburgh 2014 - Present
Arcadia Publishing 2010 - Present
West View Historical Society January 2012 - Present
Ross Township August 2009 - Present
National Brokerage 2012 - Present
House Histories, Inc. October 2009 - Present
Self Employed January 1989 - Present
Ross Township October 2009 - October 2010
A.E.V. Inc. October 2004 - March 2006
Skills
Research, Historian, Public Speaking, Premium Financing, Account Management, Product Knowledge, Creative Direction, Film Scoring, Composing, Event Management, Local Government, Local History, Product Marketing, Life Insurance, Business Case Design, Composition, Editing, Television, Radio, History, Management, Publishing, Copy Editing, Newsletters, Piano Playing, Musicians, Customer Service, Published Author, Pianist, Guitarist, Music, Piano, Books, Orchestral Music, Classical, Leadership
Education
University of California, Los Angeles 2002 — 2004
Film Scoring, Film Music, Conducting
Los Angeles Film School 2001 — 2003
Film Directing, Film Directing, Production Design
North HIlls High School 1997 — 2001
High School
Carnegie Mellon University 1994 — 1997
Music, Piano Performance
Winchester Thurston North 1987 — 1995
Odd, Mysterious & Fascinating History of Pittsburgh 2014 - Present
Arcadia Publishing 2010 - Present
West View Historical Society January 2012 - Present
Ross Township August 2009 - Present
National Brokerage 2012 - Present
House Histories, Inc. October 2009 - Present
Self Employed January 1989 - Present
Ross Township October 2009 - October 2010
A.E.V. Inc. October 2004 - March 2006
Skills
Research, Historian, Public Speaking, Premium Financing, Account Management, Product Knowledge, Creative Direction, Film Scoring, Composing, Event Management, Local Government, Local History, Product Marketing, Life Insurance, Business Case Design, Composition, Editing, Television, Radio, History, Management, Publishing, Copy Editing, Newsletters, Piano Playing, Musicians, Customer Service, Published Author, Pianist, Guitarist, Music, Piano, Books, Orchestral Music, Classical, Leadership
Education
University of California, Los Angeles 2002 — 2004
Film Scoring, Film Music, Conducting
Los Angeles Film School 2001 — 2003
Film Directing, Film Directing, Production Design
North HIlls High School 1997 — 2001
High School
Carnegie Mellon University 1994 — 1997
Music, Piano Performance
Winchester Thurston North 1987 — 1995
Zach Eastman Zach Eastman's National Brokerage Experience June 2009 - November 2010
Job Owner Mortgage Broker
Industry Real Estate
Experience
Eastman Financial Group May 2009 - Present
National Brokerage June 2009 - November 2010
Envision Lending Group October 2003 - April 2009
Home Loan Funding June 1999 - September 2003
Skills
Mortgage Lending, FHA, Conventional, Mortgage, Loans, Commercial Lending, First Time Home Buyers, USDA, Commercial Mortgages, Underwriting, Credit, Finance, Investors, Referrals, Investment Properties, Reverse Mortgages, Refinance
Education
Irvine Valley College
Eastman Financial Group May 2009 - Present
National Brokerage June 2009 - November 2010
Envision Lending Group October 2003 - April 2009
Home Loan Funding June 1999 - September 2003
Skills
Mortgage Lending, FHA, Conventional, Mortgage, Loans, Commercial Lending, First Time Home Buyers, USDA, Commercial Mortgages, Underwriting, Credit, Finance, Investors, Referrals, Investment Properties, Reverse Mortgages, Refinance
Education
Irvine Valley College
Jennie Creighton Jennie Creighton's National Brokerage Experience April 2013 - Present
Job Relationship Manager at National Brokerage
Industry Insurance
Experience
National Brokerage April 2013 - Present
Aviva USA December 2008 - March 2013
Taboo Trading / Bamboo Blonde March 2005 - July 2008
Pacific Dance New Zealand 2002 - 2005
Wooden Ships of Hoboken May 1998 - August 2002
Bingo Asparagus 1993 - 1998
Skills
Financial Planning, Customer Relations, Team Building, Microsoft Office, Excel, Purchasing, Team Leadership, Account Management, Project Planning, Fixed Annuities, Training, Microsoft Excel, Disability Insurance, Strategic Financial..., Marketing, Leadership, Sales, Retail, Business Planning, Estate Planning, Entrepreneurship, Management, Employee Training, Life Insurance, Term Life Insurance, New Business Development, Coaching, Time Management, PowerPoint, Process Improvement, Employee Benefits, Strategic Planning, Underwriting, Sourcing, Retirement Planning, Financial Services, Risk Management, Sales Management, Insurance, Universal Life
Education
University of Iowa 1986 — 1989
BA, Business, African Studies, Studio Art
Iowa State University 1985 — 1986
National Brokerage April 2013 - Present
Aviva USA December 2008 - March 2013
Taboo Trading / Bamboo Blonde March 2005 - July 2008
Pacific Dance New Zealand 2002 - 2005
Wooden Ships of Hoboken May 1998 - August 2002
Bingo Asparagus 1993 - 1998
Skills
Financial Planning, Customer Relations, Team Building, Microsoft Office, Excel, Purchasing, Team Leadership, Account Management, Project Planning, Fixed Annuities, Training, Microsoft Excel, Disability Insurance, Strategic Financial..., Marketing, Leadership, Sales, Retail, Business Planning, Estate Planning, Entrepreneurship, Management, Employee Training, Life Insurance, Term Life Insurance, New Business Development, Coaching, Time Management, PowerPoint, Process Improvement, Employee Benefits, Strategic Planning, Underwriting, Sourcing, Retirement Planning, Financial Services, Risk Management, Sales Management, Insurance, Universal Life
Education
University of Iowa 1986 — 1989
BA, Business, African Studies, Studio Art
Iowa State University 1985 — 1986
Jerry Kelleher Jerry Kelleher's National Brokerage Experience January 2013 - Present
Job
Industry Financial Services
Experience
National Brokerage January 2013 - Present
Dempsey Companies 2010 - January 2013
Fortress Brokerage Solutions August 2009 - October 2010
Skills
Retirement Planning, Insurance, Wealth Management, Estate Planning, Long-term Care, New Business Development, Life Insurance, Disability Insurance, Sales Management, Sales, Term Life Insurance, Universal Life, Whole Life, Recruiting, Selling, Long Term Care Insurance, Management, Financial Services, Underwriting, Permanent Life Insurance, Brokers
Education
St. John Fisher College 1981 — 1985
BS
National Brokerage January 2013 - Present
Dempsey Companies 2010 - January 2013
Fortress Brokerage Solutions August 2009 - October 2010
Skills
Retirement Planning, Insurance, Wealth Management, Estate Planning, Long-term Care, New Business Development, Life Insurance, Disability Insurance, Sales Management, Sales, Term Life Insurance, Universal Life, Whole Life, Recruiting, Selling, Long Term Care Insurance, Management, Financial Services, Underwriting, Permanent Life Insurance, Brokers
Education
St. John Fisher College 1981 — 1985
BS
Michael N. Hampton & Associates Michael N. Hampton & Associates's National Brokerage Experience June 2012 - Present
Job Independent Broker for Financial Protection Instruments EDUCATION IS A PRIORTY Licensed GA SC
Industry Insurance
Experience
National Brokerage June 2012 - Present
"Customer Service Driven" since 1986 March 1986 - October 2012
Amerilife and Health Services of Augusta September 2011 - April 2012
1-800-Radiator of Augusta September 2008 - April 2010
Golf Augusta Pro Shops May 1997 - October 1999
Skills
Coaching, Public Speaking, Customer Service, Team Building, Leadership Development, Strategic Planning, Organizational..., Sales Management, New Business Development, Talent Management, Account Management, Negotiation, Executive Coaching, Sales, Employee Relations, Direct Sales, Change Management, Microsoft Office, Management Consulting, Golf Instruction, Microsoft Word, Business Strategy, Program Management, Project Management, Management, Insurance, Human Resources, Process Improvement, Time Management, Training, Leadership, Customer Satisfaction, Operations Management, Business Planning, Budgets, Inventory Management, Marketing
Education
University of Phoenix 2011 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 3.18
University of Phoenix 2007 — 2011
Bachelor of Science, Business Management, 3.53
George P. Butler High Class of 1984 1983 — 1984
Diploma, College Prep General education
National Brokerage June 2012 - Present
"Customer Service Driven" since 1986 March 1986 - October 2012
Amerilife and Health Services of Augusta September 2011 - April 2012
1-800-Radiator of Augusta September 2008 - April 2010
Golf Augusta Pro Shops May 1997 - October 1999
Skills
Coaching, Public Speaking, Customer Service, Team Building, Leadership Development, Strategic Planning, Organizational..., Sales Management, New Business Development, Talent Management, Account Management, Negotiation, Executive Coaching, Sales, Employee Relations, Direct Sales, Change Management, Microsoft Office, Management Consulting, Golf Instruction, Microsoft Word, Business Strategy, Program Management, Project Management, Management, Insurance, Human Resources, Process Improvement, Time Management, Training, Leadership, Customer Satisfaction, Operations Management, Business Planning, Budgets, Inventory Management, Marketing
Education
University of Phoenix 2011 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 3.18
University of Phoenix 2007 — 2011
Bachelor of Science, Business Management, 3.53
George P. Butler High Class of 1984 1983 — 1984
Diploma, College Prep General education
AJ Little AJ Little's National Brokerage Experience September 2012 - Present
Job Regional Sales Manager at National Brokerage
Industry Insurance
Experience
National Brokerage September 2012 - Present
Insurance Network America September 2007 - September 2012
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Disability Insurance, Life Insurance, Self-Funded Group..., Investments, Term Life Insurance, Long-term Care, Brokers, Underwriting, Small Business, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Retirement, 401k, Whole Life, Medicare, Universal Life, Accident, Critical Illness, IRAs
Education
University of Idaho 2002 — 2006
BS, Biology
National Brokerage September 2012 - Present
Insurance Network America September 2007 - September 2012
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Disability Insurance, Life Insurance, Self-Funded Group..., Investments, Term Life Insurance, Long-term Care, Brokers, Underwriting, Small Business, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Retirement, 401k, Whole Life, Medicare, Universal Life, Accident, Critical Illness, IRAs
Education
University of Idaho 2002 — 2006
BS, Biology
Andrew Shearer's National Brokerage Experience August 2007 - April 2011
Job Sr. Staff QA Engineer
Industry Computer Software
Experience
Visa July 2012 - Present
RS Software April 2011 - June 2012
National Brokerage August 2007 - April 2011
Term101 February 2006 - April 2011
Term101 July 2003 - February 2006
The Master's College June 2002 - June 2003
Skills
Project Planning, Insurance, Project Management, Financial Services, Leadership, Sales, Technical Analysis, Process Improvement, Strategic Planning, Organizational Design, ETL, Microstrategy, Business Intelligence, Vendor Management, Account Management, Management, Sales Management, Strategy, Management Consulting, Competitive Analysis, Risk Management, Quality Assurance, Marketing, Business Analysis, Business Planning
Education
The Master's College 1999 — 2002
Visa July 2012 - Present
RS Software April 2011 - June 2012
National Brokerage August 2007 - April 2011
Term101 February 2006 - April 2011
Term101 July 2003 - February 2006
The Master's College June 2002 - June 2003
Skills
Project Planning, Insurance, Project Management, Financial Services, Leadership, Sales, Technical Analysis, Process Improvement, Strategic Planning, Organizational Design, ETL, Microstrategy, Business Intelligence, Vendor Management, Account Management, Management, Sales Management, Strategy, Management Consulting, Competitive Analysis, Risk Management, Quality Assurance, Marketing, Business Analysis, Business Planning
Education
The Master's College 1999 — 2002
Brad Renzelman's National Brokerage Experience June 2008 - July 2011
Job President & Founder at Simply Rewards
Industry Insurance
Experience
National Brokerage June 2008 - July 2011
Term101 November 2002 - June 2008
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Insurance, Long-term Care, Employee Benefits, Retirement Planning, Whole Life, Retirement, Public Speaking, Estate Planning, Brokers, Strategic Financial..., Financial Services, Sales Management, Customer Service, Contract Negotiation, Property & Casualty..., Commercial Insurance
Education
The Master's College 1991 — 1993
Bachelor In Behavioral Studies
National Brokerage June 2008 - July 2011
Term101 November 2002 - June 2008
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Insurance, Long-term Care, Employee Benefits, Retirement Planning, Whole Life, Retirement, Public Speaking, Estate Planning, Brokers, Strategic Financial..., Financial Services, Sales Management, Customer Service, Contract Negotiation, Property & Casualty..., Commercial Insurance
Education
The Master's College 1991 — 1993
Bachelor In Behavioral Studies
Bobbi Arroyo's National Brokerage Experience October 2010 - Present
Job Case Manager
Industry Financial Services
Experience
National Brokerage October 2010 - Present
Skills
Investments, Sales
Education
New Mexico Highlands University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
National Brokerage October 2010 - Present
Skills
Investments, Sales
Education
New Mexico Highlands University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Greg Zahn's National Brokerage Experience April 2014 - Present
Job Senior Vice President at National Brokerage
Industry Insurance
Experience
National Brokerage April 2014 - Present
National Brokerage May 2009 - April 2014
Stock Building Supply June 2005 - January 2009
Skills
Account Management, Insurance, Employee Benefits, Microsoft Office, Sales Process, Sales Management, Retirement Planning, Management, PowerPoint, Sales, Negotiation, Microsoft Excel, Life Insurance, Cold Calling, Marketing, Marketing Strategy, Risk Management, Customer Service, Leadership, Outlook, Retail, Real Estate, Management Consulting, Business Planning, New Business Development, Sales Operations, Contract Negotiation, Health Insurance, Disability Insurance, Selling, Strategic Planning, Long-term Care, Competitive Analysis
Education
University of South Florida 2004 — 2005
MBA, Management, Marketing, Finance
Florida State University - College of Business 1999 — 2003
B.S., Marketing
National Brokerage April 2014 - Present
National Brokerage May 2009 - April 2014
Stock Building Supply June 2005 - January 2009
Skills
Account Management, Insurance, Employee Benefits, Microsoft Office, Sales Process, Sales Management, Retirement Planning, Management, PowerPoint, Sales, Negotiation, Microsoft Excel, Life Insurance, Cold Calling, Marketing, Marketing Strategy, Risk Management, Customer Service, Leadership, Outlook, Retail, Real Estate, Management Consulting, Business Planning, New Business Development, Sales Operations, Contract Negotiation, Health Insurance, Disability Insurance, Selling, Strategic Planning, Long-term Care, Competitive Analysis
Education
University of South Florida 2004 — 2005
MBA, Management, Marketing, Finance
Florida State University - College of Business 1999 — 2003
B.S., Marketing
Tom Aide's National Brokerage Experience November 2013 - Present
Job EVP Business Development at quotehero.com
Industry Insurance
Experience
quotehero.com August 2014 - Present
National Brokerage November 2013 - Present
National Brokerage June 2013 - Present
Westport Risk Management September 2012 - October 2013
Travelers/ Allianz/Agency Groups 2004 - September 2012
Encompass Insurance November 1979 - April 2004
CNA Insurance 1979 - 2004
CNA Financial Corporation 1978 - 2004
Skills
President, The Westport Group Ltd, LLC, Strategic Planning, Management Consulting, Coaching, Team Leadership, Property & Casualty..., Insurance, General Insurance, Team Building, Mentoring, Underwriting, Leadership, Change Management, Risk Management, New Business Development, Leadership Development, Claims Management, Financial Risk, Enterprise Risk..., Marketing, Business Analysis, Training, Account Management, Selling, Brokers, Sales Management, Employee Benefits, Finance, Business Planning, Mergers & Acquisitions, Small Business, Casualty, Business Strategy, Analysis, Performance Management, Process Improvement, Sales, Reinsurance, Management, Workers Compensation, Strategy, Vendor Management, Legal Liability, Business Process..., Program Management, Business Development, Health Insurance, Negotiation
Education
Sacred Heart University 1970 — 1974
English Major
quotehero.com August 2014 - Present
National Brokerage November 2013 - Present
National Brokerage June 2013 - Present
Westport Risk Management September 2012 - October 2013
Travelers/ Allianz/Agency Groups 2004 - September 2012
Encompass Insurance November 1979 - April 2004
CNA Insurance 1979 - 2004
CNA Financial Corporation 1978 - 2004
Skills
President, The Westport Group Ltd, LLC, Strategic Planning, Management Consulting, Coaching, Team Leadership, Property & Casualty..., Insurance, General Insurance, Team Building, Mentoring, Underwriting, Leadership, Change Management, Risk Management, New Business Development, Leadership Development, Claims Management, Financial Risk, Enterprise Risk..., Marketing, Business Analysis, Training, Account Management, Selling, Brokers, Sales Management, Employee Benefits, Finance, Business Planning, Mergers & Acquisitions, Small Business, Casualty, Business Strategy, Analysis, Performance Management, Process Improvement, Sales, Reinsurance, Management, Workers Compensation, Strategy, Vendor Management, Legal Liability, Business Process..., Program Management, Business Development, Health Insurance, Negotiation
Education
Sacred Heart University 1970 — 1974
English Major
Kelsey Gooden's National Brokerage Experience December 2007 - February 2012
Job Student at U of I Law, Class of 2018: Looking to hit the ground running and be the hardest working legal intern of 2016!
Industry Law Practice
Experience
Clearwater Analytics January 2015 - August 2015
Bublitz Law July 2013 - May 2014
Bodybuilding.com January 2013 - July 2013
Idaho Athletic Club-Eagle September 2012 - January 2013
National Brokerage December 2007 - February 2012
Skills
Customer Service, Sales, Leadership, Policy, PowerPoint, Budgets, Public Speaking, Office Administration, Research, Program Management, Time Management, Negotiation, Critical Thinking, English, Recruiting, Data Entry, Team Building, Management, Public Policy, Political Science, Marketing, Social Networking
Education
University of Idaho College of Law 2015 — 2018
Juris Doctor (J.D.)
Boise State University 2011 — 2014
Bachelor's Degree, Political Science w/ dual emphasis in American Government/Public Policy and International Relations
Clearwater Analytics January 2015 - August 2015
Bublitz Law July 2013 - May 2014
Bodybuilding.com January 2013 - July 2013
Idaho Athletic Club-Eagle September 2012 - January 2013
National Brokerage December 2007 - February 2012
Skills
Customer Service, Sales, Leadership, Policy, PowerPoint, Budgets, Public Speaking, Office Administration, Research, Program Management, Time Management, Negotiation, Critical Thinking, English, Recruiting, Data Entry, Team Building, Management, Public Policy, Political Science, Marketing, Social Networking
Education
University of Idaho College of Law 2015 — 2018
Juris Doctor (J.D.)
Boise State University 2011 — 2014
Bachelor's Degree, Political Science w/ dual emphasis in American Government/Public Policy and International Relations
Bill Dumey's National Brokerage Experience 2008 - Present
Job Independent Broker at Compass Health Group
Industry Financial Services
Experience
National Brokerage 2008 - Present
Brant Custom Cabinets 2005 - 2010
Staples 1997 - 2000
Staples UK Ltd 1992 - 1997
Osco Drug 1977 - 1987
Skills
Customer Service, Strategic Planning, Sales, Sales Management, Business Planning, Team Building, Marketing, Management, Business Strategy, Budgets, Negotiation, New Business Development, Fixed Annuities, Contract Negotiation, Life Insurance, Retirement Planning, Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Pharmacy
National Brokerage 2008 - Present
Brant Custom Cabinets 2005 - 2010
Staples 1997 - 2000
Staples UK Ltd 1992 - 1997
Osco Drug 1977 - 1987
Skills
Customer Service, Strategic Planning, Sales, Sales Management, Business Planning, Team Building, Marketing, Management, Business Strategy, Budgets, Negotiation, New Business Development, Fixed Annuities, Contract Negotiation, Life Insurance, Retirement Planning, Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Pharmacy
lee sterling's National Brokerage Experience April 2006 - Present
Job licensed real estate agent at national brokerage
Industry Real Estate
Experience
national brokerage April 2006 - Present
Education
Kingsborough Community College
polhs institute
real estate, life insurance
national brokerage April 2006 - Present
Education
Kingsborough Community College
polhs institute
real estate, life insurance
Nate Arroyo's National Brokerage Experience October 2010 - Present
Job VP of Annuity Marketing at National Brokerage
Industry Insurance
Experience
National Brokerage October 2010 - Present
The Exodus Group November 2008 - October 2010
Brokers Choice Of America February 2002 - October 2008
Skills
Marketing Communications, Business Relationship..., National Sales Training, Sales & Marketing..., Management Consulting, Professional Mentoring, Recruiting, Financial Recruiting, Marketing Strategy, Presentation Coaching, Business Performance..., Business Development, Employee Benefits, Marketing, New Business Development, Sales Management, Management
Education
New Mexico Highlands University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
National Brokerage October 2010 - Present
The Exodus Group November 2008 - October 2010
Brokers Choice Of America February 2002 - October 2008
Skills
Marketing Communications, Business Relationship..., National Sales Training, Sales & Marketing..., Management Consulting, Professional Mentoring, Recruiting, Financial Recruiting, Marketing Strategy, Presentation Coaching, Business Performance..., Business Development, Employee Benefits, Marketing, New Business Development, Sales Management, Management
Education
New Mexico Highlands University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Cary Ruplinger's National Brokerage Experience June 1998 - Present
Job Regional Sales Manager at National Brokerage
Industry Insurance
Experience
National Brokerage June 1998 - Present
Skills
Strategic Financial...
Education
Boise State University 1987 — 1990
National Brokerage June 1998 - Present
Skills
Strategic Financial...
Education
Boise State University 1987 — 1990
Bill Noah's National Brokerage Experience November 2006 - Present
Job Chief Operating Officer at National Brokerage
Industry Insurance
Experience
National Brokerage November 2006 - Present
Skills
Recruiting, Insurance, Management, New Business Development, Finance, Financial Advisory, Financial Services, Marketing, Disability Insurance, Leadership, Risk Management, Financial Planning, Project Planning, Fixed Annuities, Strategic Planning, Life Insurance, Sales
Education
Robert Morris University 1985 — 1987
Bachelor of Science (BS), Marketing & Finance
National Brokerage November 2006 - Present
Skills
Recruiting, Insurance, Management, New Business Development, Finance, Financial Advisory, Financial Services, Marketing, Disability Insurance, Leadership, Risk Management, Financial Planning, Project Planning, Fixed Annuities, Strategic Planning, Life Insurance, Sales
Education
Robert Morris University 1985 — 1987
Bachelor of Science (BS), Marketing & Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO