National Financial Legacy Group
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National Financial Legacy Group Employees
Employee
Years
Job
Industry
Chris Greiner Chris Greiner's National Financial Legacy Group Experience October 2013 - Present
Job Financial Professional at National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group October 2013 - Present
Skills
Strategic Financial..., Debt Management, Cash Flow, Business Planning, Deferred Compensation, Succession Planning, Exit Strategies, Life Insurance
Education
University of Hartford 2006 — 2011
Bachelor of Science and Administration, Accounting
Mount Saint Joseph High School 2002 — 2006
High School
Salisbury University - Perdue School of Business
National Financial Legacy Group October 2013 - Present
Skills
Strategic Financial..., Debt Management, Cash Flow, Business Planning, Deferred Compensation, Succession Planning, Exit Strategies, Life Insurance
Education
University of Hartford 2006 — 2011
Bachelor of Science and Administration, Accounting
Mount Saint Joseph High School 2002 — 2006
High School
Salisbury University - Perdue School of Business
Jonas Nicholson Jonas Nicholson's National Financial Legacy Group Experience September 2012 - September 2015
Job Financial Advisor at MidAtlantic Financial Group
Industry Financial Services
Experience
Mid-Atlantic Financial Group September 2015 - Present
National Financial Legacy Group September 2012 - September 2015
MetLife Financial Services August 2009 - September 2012
Skills
Financial Services, Investment Strategies, Investment Advisory, College Savings Plans, Cash Flow Forecasting, Qualified Retirement..., Small Business..., Retirement Planning, buy-sell funding, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning
Education
Towson University 1998 — 2001
Bachelors of Science
Mid-Atlantic Financial Group September 2015 - Present
National Financial Legacy Group September 2012 - September 2015
MetLife Financial Services August 2009 - September 2012
Skills
Financial Services, Investment Strategies, Investment Advisory, College Savings Plans, Cash Flow Forecasting, Qualified Retirement..., Small Business..., Retirement Planning, buy-sell funding, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning
Education
Towson University 1998 — 2001
Bachelors of Science
Jake Serfas Jake Serfas's National Financial Legacy Group Experience May 2012 - Present
Job Financial Associate with National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group May 2012 - Present
Skills
Retirement Planning, Investment Strategies, Succession Planning, Insurance, 401k Rollovers, Roth IRA, Fixed Annuities, Indexed Annuities, Variable Annuities
Education
Stevenson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Stevenson University
National Financial Legacy Group May 2012 - Present
Skills
Retirement Planning, Investment Strategies, Succession Planning, Insurance, 401k Rollovers, Roth IRA, Fixed Annuities, Indexed Annuities, Variable Annuities
Education
Stevenson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Stevenson University
Luke Goodine, AAI Luke Goodine, AAI's National Financial Legacy Group Experience June 2009 - May 2012
Job Account Executive Cross Insurance Agency
Industry Insurance
Experience
Cross Insurance May 2012 - Present
National Financial Legacy Group June 2009 - May 2012
MetLife 2008 - 2009
Elm City Photo 2002 - 2007
Skills
Trust Services, Life Insurance, Long-term Care, Mutual Funds, Investment Strategies, Estate Planning, Employee Benefits, Sales, Sales Management, Insurance, Risk Management, Financial Analysis, Disability Insurance, Financial Services, Management
Education
University of Maine 2002 — 2007
Bachelors, Science of Recording and Jazz and Contemporary Music
Cross Insurance May 2012 - Present
National Financial Legacy Group June 2009 - May 2012
MetLife 2008 - 2009
Elm City Photo 2002 - 2007
Skills
Trust Services, Life Insurance, Long-term Care, Mutual Funds, Investment Strategies, Estate Planning, Employee Benefits, Sales, Sales Management, Insurance, Risk Management, Financial Analysis, Disability Insurance, Financial Services, Management
Education
University of Maine 2002 — 2007
Bachelors, Science of Recording and Jazz and Contemporary Music
Stefani Lovley Stefani Lovley's National Financial Legacy Group Experience May 2007 - July 2010
Job Product Analyst Innovation Footwear
Industry Apparel & Fashion
Experience
Under Armour June 2015 - Present
Under Armour July 2013 - Present
Under Armour 2012 - Present
Under Armour Combine Training Center powered by FX 2010 - June 2013
National Financial Legacy Group May 2007 - July 2010
Skills
Fitness, Event Planning, Personal Training, Strength Training, Nutritional Counseling, Public Speaking, Cpr Certified, Series 7, Licensed Life & Health..., Leadership, Weight Training, NASM, Footwear, Trend, Perception Studies, Coaching, Event Management, Marketing, Social Media, Marketing Strategy, Management, Customer Service, Sales
Education
University of Mary Washington 2004 — 2008
Bachelor of Arts (B.A.), Philosophy
University College Cork 2006 — 2006
Philosophy
Under Armour June 2015 - Present
Under Armour July 2013 - Present
Under Armour 2012 - Present
Under Armour Combine Training Center powered by FX 2010 - June 2013
National Financial Legacy Group May 2007 - July 2010
Skills
Fitness, Event Planning, Personal Training, Strength Training, Nutritional Counseling, Public Speaking, Cpr Certified, Series 7, Licensed Life & Health..., Leadership, Weight Training, NASM, Footwear, Trend, Perception Studies, Coaching, Event Management, Marketing, Social Media, Marketing Strategy, Management, Customer Service, Sales
Education
University of Mary Washington 2004 — 2008
Bachelor of Arts (B.A.), Philosophy
University College Cork 2006 — 2006
Philosophy
Alexandra Davis's National Financial Legacy Group Experience June 2010 - August 2010
Job Account Executive at CBS Radio
Industry Marketing and Advertising
Experience
CBS Radio June 2013 - Present
CBS Radio July 2012 - July 2013
Under Armour May 2011 - August 2011
National Financial Legacy Group June 2010 - August 2010
Princeton Sports November 2005 - August 2008
Skills
Sports Marketing, Sports, PowerPoint, Word, Facebook, Twitter, Adobe Acrobat, Excel, SAP, Oracle SQL, Access, Microsoft Excel, Microsoft Word, Radio Advertising, Advertising Sales, Recruiting, Team Building, Business Strategy, Team Leadership, Sales Operations, Retail, CRM, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business Management and Communications
Budapesti Corvinus Egyetem 2010 — 2010
Study Abroad Program, Business
McDonogh School 1995 — 2008
High School Diploma, College Prep
CBS Radio June 2013 - Present
CBS Radio July 2012 - July 2013
Under Armour May 2011 - August 2011
National Financial Legacy Group June 2010 - August 2010
Princeton Sports November 2005 - August 2008
Skills
Sports Marketing, Sports, PowerPoint, Word, Facebook, Twitter, Adobe Acrobat, Excel, SAP, Oracle SQL, Access, Microsoft Excel, Microsoft Word, Radio Advertising, Advertising Sales, Recruiting, Team Building, Business Strategy, Team Leadership, Sales Operations, Retail, CRM, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business Management and Communications
Budapesti Corvinus Egyetem 2010 — 2010
Study Abroad Program, Business
McDonogh School 1995 — 2008
High School Diploma, College Prep
Tandilyn Cain Tandilyn Cain's National Financial Legacy Group Experience November 2010 - August 2011
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
DAVIS & SONS, LLC May 2009 - October 2012
Baltimore CASH Campaign January 2012 - April 2012
National Financial Legacy Group November 2010 - August 2011
Capital Financial Partners, LLC June 2010 - November 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Tax Preparation, Tax, Payroll
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Anne Arundel Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration Transfer
McGladrey October 2012 - Present
DAVIS & SONS, LLC May 2009 - October 2012
Baltimore CASH Campaign January 2012 - April 2012
National Financial Legacy Group November 2010 - August 2011
Capital Financial Partners, LLC June 2010 - November 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Tax Preparation, Tax, Payroll
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Anne Arundel Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration Transfer
Elizabeth Ridgeway, MPP, MS's National Financial Legacy Group Experience June 2011 - December 2011
Job Elementary Teacher at North Star Elementary, Kodiak
Industry E-Learning
Experience
Kodiak Island Borough School Department August 2014 - Present
Accomack County Public Schools January 2012 - May 2013
National Financial Legacy Group June 2011 - December 2011
MetLife January 2009 - July 2011
Allied Home Mortgage August 2008 - January 2009
Cornerstone Home Loans May 2006 - August 2008
Keller Williams Realty October 2004 - May 2006
Pine Tree Camp, Pine Tree Society 2000 - 2004
Skills
Business Networking, Solution Selling, Creative Problem Solving, Teaching, Estate Planning, Financial Services, Retirement Planning, Fundraising
Education
University of Alaska Anchorage 2015 — 2015
Graduate Certificate in Language Education, Teaching English as a Second Language
Drexel University 2011 — 2013
Master's, Teaching, Learning, and Curriculum PreK-4
University of Southern Maine 2004 — 2006
MPP, Public Policy Analysis
St. Lawrence University 2000 — 2004
B.A., Government
American University 2002 — 2002
Washington Semester - Transforming Communities
Kodiak Island Borough School Department August 2014 - Present
Accomack County Public Schools January 2012 - May 2013
National Financial Legacy Group June 2011 - December 2011
MetLife January 2009 - July 2011
Allied Home Mortgage August 2008 - January 2009
Cornerstone Home Loans May 2006 - August 2008
Keller Williams Realty October 2004 - May 2006
Pine Tree Camp, Pine Tree Society 2000 - 2004
Skills
Business Networking, Solution Selling, Creative Problem Solving, Teaching, Estate Planning, Financial Services, Retirement Planning, Fundraising
Education
University of Alaska Anchorage 2015 — 2015
Graduate Certificate in Language Education, Teaching English as a Second Language
Drexel University 2011 — 2013
Master's, Teaching, Learning, and Curriculum PreK-4
University of Southern Maine 2004 — 2006
MPP, Public Policy Analysis
St. Lawrence University 2000 — 2004
B.A., Government
American University 2002 — 2002
Washington Semester - Transforming Communities
Jim Fitze Jim Fitze's National Financial Legacy Group Experience January 2006 - March 2009
Job Sales Associate at Applied Network Solutions
Industry Government Relations
Experience
Applied Network Solutions August 2013 - Present
TESSCO Technologies September 2010 - Present
TESSCO Technologies September 2009 - January 2011
National Financial Legacy Group January 2006 - March 2009
Skills
New Business Development, Wireless, Account Management, Solution Selling, Sales Management, Telecommunications, Direct Sales, Sales, Business Development, Salesforce.com, Negotiation, Strategic Planning, Product Marketing, Sales Operations, Networking, Strategic Partnerships, B2B
Education
Towson University 1996 — 2000
Bachelor of Science, Marketing
Applied Network Solutions August 2013 - Present
TESSCO Technologies September 2010 - Present
TESSCO Technologies September 2009 - January 2011
National Financial Legacy Group January 2006 - March 2009
Skills
New Business Development, Wireless, Account Management, Solution Selling, Sales Management, Telecommunications, Direct Sales, Sales, Business Development, Salesforce.com, Negotiation, Strategic Planning, Product Marketing, Sales Operations, Networking, Strategic Partnerships, B2B
Education
Towson University 1996 — 2000
Bachelor of Science, Marketing
Theodore Mack Theodore Mack's National Financial Legacy Group Experience March 2014 - Present
Job Financial Services Professional | National Financial Legacy Group
Industry Insurance
Experience
National Financial Legacy Group March 2014 - Present
Finish Line April 2008 - November 2013
Skills
Sales Management, Customer Support, Customer Service, Customer Satisfaction
Education
Bowie State University 2007 — 2010
Easton High School 2004 — 2007
Stone Bridge High School 2003 — 2004
National Financial Legacy Group March 2014 - Present
Finish Line April 2008 - November 2013
Skills
Sales Management, Customer Support, Customer Service, Customer Satisfaction
Education
Bowie State University 2007 — 2010
Easton High School 2004 — 2007
Stone Bridge High School 2003 — 2004
Gregory Vogt's National Financial Legacy Group Experience December 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Agency Network, Inc. November 2014 - Present
National Financial Legacy Group December 2013 - Present
BCPS 2010 - 2013
Springleaf Financial Services 2006 - 2008
Skills
Accounting,Small..., Management, Fixed Annuities
Education
Goucher College 2000 — 2002
Masters Degree, Education
University of Baltimore 1993 — 1996
Bachelor's degree, Accounting and Finance
Transamerica Agency Network, Inc. November 2014 - Present
National Financial Legacy Group December 2013 - Present
BCPS 2010 - 2013
Springleaf Financial Services 2006 - 2008
Skills
Accounting,Small..., Management, Fixed Annuities
Education
Goucher College 2000 — 2002
Masters Degree, Education
University of Baltimore 1993 — 1996
Bachelor's degree, Accounting and Finance
Samuel D (Sandy) Epstein Samuel D (Sandy) Epstein's National Financial Legacy Group Experience April 2011 - Present
Job Financial Advisor at National Financial Legacy Group
Industry Insurance
Experience
National Financial Legacy Group April 2011 - Present
Bankers Life August 2007 - September 2011
Construction Imaging Systems 2005 - 2007
Racal Guardata 1998 - 2001
Racal Data Group 1995 - August 1998
Racal Datacom 1996 - 1998
Racal Guardata June 1983 - December 1995
Analytics 1968 - 1983
Auerbach 1965 - 1968
Education
Drexel University 1964 — 1968
BS, Physics
Ridgefield High 1959 — 1964
HS Diploma
National Financial Legacy Group April 2011 - Present
Bankers Life August 2007 - September 2011
Construction Imaging Systems 2005 - 2007
Racal Guardata 1998 - 2001
Racal Data Group 1995 - August 1998
Racal Datacom 1996 - 1998
Racal Guardata June 1983 - December 1995
Analytics 1968 - 1983
Auerbach 1965 - 1968
Education
Drexel University 1964 — 1968
BS, Physics
Ridgefield High 1959 — 1964
HS Diploma
Dustin Shields Dustin Shields's National Financial Legacy Group Experience August 2014 - November 2014
Job Analyst at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare December 2014 - Present
National Financial Legacy Group August 2014 - November 2014
Smartlink, LLC May 2014 - July 2014
T. Rowe Price March 2014 - May 2014
Mariner Finance November 2012 - May 2013
Wesley's Restaurant November 2007 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Bloomberg Terminal, Financial Analysis, Financial Modeling, Investments, Equity Research
Education
Towson University 2011 — 2014
Bachelor's Degree, Business Administration, Finance Concentration, Cum Laude
Cecil College 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
RSHS
ConnectYourCare December 2014 - Present
National Financial Legacy Group August 2014 - November 2014
Smartlink, LLC May 2014 - July 2014
T. Rowe Price March 2014 - May 2014
Mariner Finance November 2012 - May 2013
Wesley's Restaurant November 2007 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Bloomberg Terminal, Financial Analysis, Financial Modeling, Investments, Equity Research
Education
Towson University 2011 — 2014
Bachelor's Degree, Business Administration, Finance Concentration, Cum Laude
Cecil College 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
RSHS
Matt Bratter Matt Bratter's National Financial Legacy Group Experience April 2014 - October 2014
Job Account Representative at Ripken Baseball
Industry Sports
Experience
Ripken Baseball October 2014 - Present
National Financial Legacy Group April 2014 - October 2014
American Emo Trans May 2013 - August 2013
SunGard May 2011 - August 2011
Blockbuster March 2007 - June 2009
Skills
Teamwork, Punctual, Customer Service, Problem Solving, Journalism, Team Leadership, Coaching, Team Building, Business Intelligence, Social Networking, Microsoft Office, Social Media, Excel, Customer Relations, Internet, PowerPoint, Photoshop, Access
Education
Stevenson University 2009 — 2013
Bachelor of Science (BS), Business/Corporate Communications, Graduated
mt olive high school 2006 — 2009
Ripken Baseball October 2014 - Present
National Financial Legacy Group April 2014 - October 2014
American Emo Trans May 2013 - August 2013
SunGard May 2011 - August 2011
Blockbuster March 2007 - June 2009
Skills
Teamwork, Punctual, Customer Service, Problem Solving, Journalism, Team Leadership, Coaching, Team Building, Business Intelligence, Social Networking, Microsoft Office, Social Media, Excel, Customer Relations, Internet, PowerPoint, Photoshop, Access
Education
Stevenson University 2009 — 2013
Bachelor of Science (BS), Business/Corporate Communications, Graduated
mt olive high school 2006 — 2009
David Locker's National Financial Legacy Group Experience August 2008 - Present
Job Financial Advisor at National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group August 2008 - Present
Bankers Life January 2005 - August 2008
SMT March 2001 - June 2004
Martin Marietta Magnesium Specialties June 1997 - May 2000
Lafarge June 1996 - May 1997
National Gypsum Company October 1989 - May 1996
Merck June 1987 - September 1989
Skills
Strategic Financial..., Financial Analysis, Insurance, Retirement Planning, Strategic Planning, Risk Management, Contract Negotiation, Finance, Managerial Finance, Customer Service, Life Insurance, Management Consulting, Forecasting, Investments, Process Improvement, Team Leadership, Business Development, Sales Management, Business Planning, Change Management, Mergers, Financial Reporting, Employee Benefits, Negotiation, Coaching, Team Building, Sales, Underwriting, Budgets, Financial Modeling, Business Strategy, New Business Development, Leadership
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA
Virginia Polytechnic Institute and State University 1979 — 1984
Engineering
Huntington High
National Financial Legacy Group August 2008 - Present
Bankers Life January 2005 - August 2008
SMT March 2001 - June 2004
Martin Marietta Magnesium Specialties June 1997 - May 2000
Lafarge June 1996 - May 1997
National Gypsum Company October 1989 - May 1996
Merck June 1987 - September 1989
Skills
Strategic Financial..., Financial Analysis, Insurance, Retirement Planning, Strategic Planning, Risk Management, Contract Negotiation, Finance, Managerial Finance, Customer Service, Life Insurance, Management Consulting, Forecasting, Investments, Process Improvement, Team Leadership, Business Development, Sales Management, Business Planning, Change Management, Mergers, Financial Reporting, Employee Benefits, Negotiation, Coaching, Team Building, Sales, Underwriting, Budgets, Financial Modeling, Business Strategy, New Business Development, Leadership
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA
Virginia Polytechnic Institute and State University 1979 — 1984
Engineering
Huntington High
Reginald E Gill's National Financial Legacy Group Experience November 2012 - December 2013
Job Regional Sales Manager at North American Senior Benefits
Industry Insurance
Experience
North American Senior Benefits July 2015 - Present
Chase September 2013 - February 2014
United American Insurance Company 2014 - 2014
National Financial Legacy Group November 2012 - December 2013
NFM INC April 2013 - September 2013
Securus October 2011 - August 2012
REG Property Management Group August 2008 - February 2012
Interactive Financial Corporation March 2008 - August 2009
Global Commercial Funding 2007 - 2009
Bally Total Fitness 1987 - 2001
Skills
Retirement Planning, Small Business..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Licensed Life Insurance..., Life & Health Insurance..., Annuity Sales, College Funding..., 401k Rollovers, Finance, Disability Insurance, Life Insurance, Mortgage Lending, Loans, Financial Services
Education
Towson University 1980 — 1985
BS, Mass Communications
Towson University
Mass Communications, TV Production & Journalism
North American Senior Benefits July 2015 - Present
Chase September 2013 - February 2014
United American Insurance Company 2014 - 2014
National Financial Legacy Group November 2012 - December 2013
NFM INC April 2013 - September 2013
Securus October 2011 - August 2012
REG Property Management Group August 2008 - February 2012
Interactive Financial Corporation March 2008 - August 2009
Global Commercial Funding 2007 - 2009
Bally Total Fitness 1987 - 2001
Skills
Retirement Planning, Small Business..., Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Licensed Life Insurance..., Life & Health Insurance..., Annuity Sales, College Funding..., 401k Rollovers, Finance, Disability Insurance, Life Insurance, Mortgage Lending, Loans, Financial Services
Education
Towson University 1980 — 1985
BS, Mass Communications
Towson University
Mass Communications, TV Production & Journalism
Colin Lanham's National Financial Legacy Group Experience January 2011 - Present
Job Agent at National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group January 2011 - Present
Education
Salisbury University - Perdue School of Business 2007 — 2010
Bachelor of Science, Finance
CSD
National Financial Legacy Group January 2011 - Present
Education
Salisbury University - Perdue School of Business 2007 — 2010
Bachelor of Science, Finance
CSD
Isaiah Kemp's National Financial Legacy Group Experience May 2011 - Present
Job Financial Planner at National Financial Legacy Group
Industry Insurance
Experience
National Financial Legacy Group May 2011 - Present
Education
Morgan State University
Finance
National Financial Legacy Group May 2011 - Present
Education
Morgan State University
Finance
Gaolu Wang's National Financial Legacy Group Experience February 2013 - Present
Job Financial Associate at National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group February 2013 - Present
New York Life Insurance Company January 2011 - December 2012
Education
University of Maryland College Park 2005 — 2010
Economics
National Financial Legacy Group February 2013 - Present
New York Life Insurance Company January 2011 - December 2012
Education
University of Maryland College Park 2005 — 2010
Economics
Josh House's National Financial Legacy Group Experience December 2013 - Present
Job Financial Professional at National Financial Legacy Group
Industry Transportation/Trucking/Railroad
Experience
National Financial Legacy Group December 2013 - Present
UPS June 2013 - Present
HSBC 2004 - 2008
Skills
Transportation, Customer Service, Transportation..., Operations Management, Logistics, Team Building, Process Improvement, Budgets, Freight, Microsoft Office, Management, Financial Modeling, Life Insurance, Licensed Life & Health..., Health Insurance, Disability Insurance, Long Term Care Insurance, Financial Analysis, Financial Reporting, Oracle PL/SQL..., Oracle SQL Developer, Business Objects
Education
Frederick Community College 1994 — 1996
Middletown High School
National Financial Legacy Group December 2013 - Present
UPS June 2013 - Present
HSBC 2004 - 2008
Skills
Transportation, Customer Service, Transportation..., Operations Management, Logistics, Team Building, Process Improvement, Budgets, Freight, Microsoft Office, Management, Financial Modeling, Life Insurance, Licensed Life & Health..., Health Insurance, Disability Insurance, Long Term Care Insurance, Financial Analysis, Financial Reporting, Oracle PL/SQL..., Oracle SQL Developer, Business Objects
Education
Frederick Community College 1994 — 1996
Middletown High School
Max Ostheller's National Financial Legacy Group Experience August 2013 - January 2014
Job Assistant Vice President of Sales at Freedom Mortgage
Industry Insurance
Experience
Freedom Mortgage May 2015 - Present
NewDay USA February 2014 - April 2015
National Financial Legacy Group August 2013 - January 2014
Skills
Strategic Financial..., Insurance, Risk Management, Succession Planning, Retirement Planning, Guaranteed Lifetime..., Key Person Protection, Asset Protection, Health Insurance, Investment Strategies
Education
University of Maryland College Park 2006 — 2010
Bachelor of Arts (BA)
Freedom Mortgage May 2015 - Present
NewDay USA February 2014 - April 2015
National Financial Legacy Group August 2013 - January 2014
Skills
Strategic Financial..., Insurance, Risk Management, Succession Planning, Retirement Planning, Guaranteed Lifetime..., Key Person Protection, Asset Protection, Health Insurance, Investment Strategies
Education
University of Maryland College Park 2006 — 2010
Bachelor of Arts (BA)