National Life of Vermont
Description
Headquarters: Montpelier, VT Founded: 1848 Subsidiaries: Life Insurance Company of The Southwest, Parent organization: NLV Financial Corporation
National Life of Vermont List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Life of Vermont. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Life of Vermont Employees
Employee
Years
Job
Industry
Ronald Pollard Ronald Pollard's National Life of Vermont Experience 1994 - 2000
Job Branch Office Manager at Banker's Life & Casualty Company
Industry Insurance
Experience
Banker's Life & Casualty Company February 2000 - Present
National Life of Vermont 1994 - 2000
Prudential Financial 1986 - 1994
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Customer Service, Property & Casualty..., Health Insurance, Risk Management, Retirement, Strategic Financial..., Investments, Mutual Funds, Team Building
Education
University of Maine 1980 — 1985
BA of Psychology/ Minor in Business, Psychology
Waterville Senior High School, MA 1976 — 1980
Regular/General High School/Secondary Diploma Program
Banker's Life & Casualty Company February 2000 - Present
National Life of Vermont 1994 - 2000
Prudential Financial 1986 - 1994
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Customer Service, Property & Casualty..., Health Insurance, Risk Management, Retirement, Strategic Financial..., Investments, Mutual Funds, Team Building
Education
University of Maine 1980 — 1985
BA of Psychology/ Minor in Business, Psychology
Waterville Senior High School, MA 1976 — 1980
Regular/General High School/Secondary Diploma Program
Hal Schumaker Hal Schumaker's National Life of Vermont Experience 1987 - 1990
Job Agent at Schumaker & Assoc., Inc.
Industry Insurance
Experience
Schumaker & Assoc., Inc. June 1997 - Present
Allstate Workplace Division 1997 - Present
Willis November 1997 - June 1998
Lawrence S. Brodsky Agency Inc. June 1995 - November 1997
Wm Allen And Assoc., Inc. September 1990 - June 1995
National Life of Vermont 1987 - 1990
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Insurance, Life Insurance, Accident, Employee Benefits, Brokers, Retirement, Underwriting, 401k, Medicare, Commercial Insurance, Retirement Planning, Whole Life, Accident Insurance, Voluntary Employee..., Critical Illness, Umbrella Insurance, IRAs, Long Term Care Insurance, Financial Planners, Universal Life, Legal Liability, Workers Compensation, Health Savings Accounts, Dentistry, Casualty, Group Insurance, General Insurance, Cafeteria Plans, Claim, Homeowners, Licensed Life & Health..., Permanent Life Insurance, Professional Liability, Series 6, Agents, Insurance Brokerage, Small Business
Education
University of South Florida 2003 — 2005
BA, History and Anthropology
Western Michigan University 1978 — 1980
History / Anthropology
Schumaker & Assoc., Inc. June 1997 - Present
Allstate Workplace Division 1997 - Present
Willis November 1997 - June 1998
Lawrence S. Brodsky Agency Inc. June 1995 - November 1997
Wm Allen And Assoc., Inc. September 1990 - June 1995
National Life of Vermont 1987 - 1990
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Insurance, Life Insurance, Accident, Employee Benefits, Brokers, Retirement, Underwriting, 401k, Medicare, Commercial Insurance, Retirement Planning, Whole Life, Accident Insurance, Voluntary Employee..., Critical Illness, Umbrella Insurance, IRAs, Long Term Care Insurance, Financial Planners, Universal Life, Legal Liability, Workers Compensation, Health Savings Accounts, Dentistry, Casualty, Group Insurance, General Insurance, Cafeteria Plans, Claim, Homeowners, Licensed Life & Health..., Permanent Life Insurance, Professional Liability, Series 6, Agents, Insurance Brokerage, Small Business
Education
University of South Florida 2003 — 2005
BA, History and Anthropology
Western Michigan University 1978 — 1980
History / Anthropology
David Richert, LUTCF David Richert, LUTCF's National Life of Vermont Experience 1986 - 1996
Job Territorial Vice President Ohio National Financial Serivces
Industry Financial Services
Experience
Ohio National Financial Services August 2001 - Present
Provident Mutual 1998 - 2001
Principal Financial Group 1996 - 1998
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building
Education
American College 1995 — 1999
LUTCF
Oregon State University 1980 — 1985
Bachelor of Science (BS), Finance
Ohio National Financial Services August 2001 - Present
Provident Mutual 1998 - 2001
Principal Financial Group 1996 - 1998
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building
Education
American College 1995 — 1999
LUTCF
Oregon State University 1980 — 1985
Bachelor of Science (BS), Finance
Joe Villa Joe Villa's National Life of Vermont Experience March 1982 - December 1998
Job Financial Advisor at New Jersey Life & Casualty
Industry Insurance
Experience
New Jersey Life & Casualty January 1999 - Present
National Life of Vermont March 1982 - December 1998
Education
Kean University 1976 — 1980
BS, Management Science
New Jersey Life & Casualty January 1999 - Present
National Life of Vermont March 1982 - December 1998
Education
Kean University 1976 — 1980
BS, Management Science
J Craig Sullivan J Craig Sullivan's National Life of Vermont Experience 1985 - 1987
Job Owner, Sullivan Lavin Associates LLC
Industry Law Practice
Experience
Sullivan Lavin Associates LLC 1995 - Present
The R.E. Lee Group/US 1993 - 1995
Metropolitan Life Insurance Company 1987 - 1993
National LIfe of Vermont 1985 - 1987
The Hartford 1982 - 1985
CNA Insurance 1977 - 1982
Skills
Estate Planning, Tax Reduction Strategies, Asset Protection, LLC, Income Tax, Estate Tax Planning, Tax Law, Wealth Transfer, Charitable Giving, Tax, Wealth, Retirement Planning, Powers of Attorney, Strategy, Investments, Estate Administration, Wealth Management, Corporate Law, Charities
Education
Suffolk University Law School 1980 — 1984
University of Notre Dame 1972 — 1976
BA, Government and International Relations
Millburn Senior High School 1969 — 1972
Millburn High School
Millburn High School
Sullivan Lavin Associates LLC 1995 - Present
The R.E. Lee Group/US 1993 - 1995
Metropolitan Life Insurance Company 1987 - 1993
National LIfe of Vermont 1985 - 1987
The Hartford 1982 - 1985
CNA Insurance 1977 - 1982
Skills
Estate Planning, Tax Reduction Strategies, Asset Protection, LLC, Income Tax, Estate Tax Planning, Tax Law, Wealth Transfer, Charitable Giving, Tax, Wealth, Retirement Planning, Powers of Attorney, Strategy, Investments, Estate Administration, Wealth Management, Corporate Law, Charities
Education
Suffolk University Law School 1980 — 1984
University of Notre Dame 1972 — 1976
BA, Government and International Relations
Millburn Senior High School 1969 — 1972
Millburn High School
Millburn High School
William Vivian Jr William Vivian Jr's National Life of Vermont Experience June 1997 - November 2005
Job Security Officer at Norwich University
Industry Computer & Network Security
Experience
Norwich University February 2006 - Present
National Life of Vermont June 1997 - November 2005
The Shoe Department January 1997 - June 1999
Skills
C++, OSHA, Microsoft Office, Enforcement, Surveillance, Security, Computer Forensics, Security Awareness, Public Speaking, Information Assurance, Leadership, Training
Education
Norwich University 2010 — 2018
Norwich University February 2006 - Present
National Life of Vermont June 1997 - November 2005
The Shoe Department January 1997 - June 1999
Skills
C++, OSHA, Microsoft Office, Enforcement, Surveillance, Security, Computer Forensics, Security Awareness, Public Speaking, Information Assurance, Leadership, Training
Education
Norwich University 2010 — 2018
Robert Twinem Robert Twinem's National Life of Vermont Experience May 1984 - March 1996
Job Manager at SIGNS 2 GO, INC.
Industry Printing
Experience
SIGNS 2 GO, INC. October 2005 - Present
National Life of Vermont May 1984 - March 1996
Skills
Customer Service, Sales Management, New Business Development, Strategic Planning, Marketing Strategy, Program Management
Education
The College of Wooster 1974 — 1978
BA, Political Science
College of Wooster
BA, Political Science
SIGNS 2 GO, INC. October 2005 - Present
National Life of Vermont May 1984 - March 1996
Skills
Customer Service, Sales Management, New Business Development, Strategic Planning, Marketing Strategy, Program Management
Education
The College of Wooster 1974 — 1978
BA, Political Science
College of Wooster
BA, Political Science
Jodie Binning Jodie Binning's National Life of Vermont Experience July 1997 - January 1998
Job Dynamic Marketing Expert, Specializing in working with Financial Planners and Attorneys
Industry Marketing and Advertising
Experience
Three Point Marketing July 2011 - Present
MetLife October 2005 - July 2011
New England Financial January 1998 - January 2005
National Life of Vermont July 1997 - January 1998
Skills
Marketing Strategy, Market Planning, Public Speaking, Relationship Marketing, Marketing Communications, Marketing, Strategy, Lead Generation, Marketing Management, Advertising, Brand Awareness, New Business Development, Event Planning, Public Relations, Brand Loyalty, Sponsorship, Event Marketing, Customer Loyalty, Strategic Planning, Social Media Marketing
Education
Ohio University 1993 — 1997
Bachelor of Science, Journalism
Three Point Marketing July 2011 - Present
MetLife October 2005 - July 2011
New England Financial January 1998 - January 2005
National Life of Vermont July 1997 - January 1998
Skills
Marketing Strategy, Market Planning, Public Speaking, Relationship Marketing, Marketing Communications, Marketing, Strategy, Lead Generation, Marketing Management, Advertising, Brand Awareness, New Business Development, Event Planning, Public Relations, Brand Loyalty, Sponsorship, Event Marketing, Customer Loyalty, Strategic Planning, Social Media Marketing
Education
Ohio University 1993 — 1997
Bachelor of Science, Journalism
Jim Rodd, ChFC Jim Rodd, ChFC's National Life of Vermont Experience May 1984 - February 1998
Job Financial Services Representative/Financial Advisor at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group, an office of MetLife and part of MetLife Premier Client Group May 1998 - Present
National Life of Vermont May 1984 - February 1998
Education
University of Cincinnati College of Business 1980 — 1985
BBA, Quantitative Analysis and Finance
Financial Partners Group, an office of MetLife and part of MetLife Premier Client Group May 1998 - Present
National Life of Vermont May 1984 - February 1998
Education
University of Cincinnati College of Business 1980 — 1985
BBA, Quantitative Analysis and Finance
Susan Longworth Susan Longworth's National Life of Vermont Experience January 1995 - December 1995
Job Sr Business Metrics Analyst at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2013 - Present
TEK Systems November 2012 - July 2013
Bank of America September 2010 - November 2012
Bank of America July 2009 - September 2010
Bank of America February 2006 - March 2009
Bank of America August 2004 - December 2005
Bank of America August 2000 - September 2004
DBS Systems May 1998 - August 2000
Transamerica January 1996 - May 1998
National Life of Vermont January 1995 - December 1995
Skills
Strategic Planning, Team Leadership..., Project Management, Software Test Management, Software Testing, Software Quality..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, SharePoint, Visio, Business Analysis, Reporting, Executive Reporting, Compliance, Workshop Facilitation, Event Planning, Business Communications, Testing, Risk Management, Process Improvement, Software Documentation, Leadership, Change Management, SDLC, Vendor Management, Management, Analysis
Education
Mercer University 1985 — 1989
BBA, Marketing
TIAA-CREF July 2013 - Present
TEK Systems November 2012 - July 2013
Bank of America September 2010 - November 2012
Bank of America July 2009 - September 2010
Bank of America February 2006 - March 2009
Bank of America August 2004 - December 2005
Bank of America August 2000 - September 2004
DBS Systems May 1998 - August 2000
Transamerica January 1996 - May 1998
National Life of Vermont January 1995 - December 1995
Skills
Strategic Planning, Team Leadership..., Project Management, Software Test Management, Software Testing, Software Quality..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, SharePoint, Visio, Business Analysis, Reporting, Executive Reporting, Compliance, Workshop Facilitation, Event Planning, Business Communications, Testing, Risk Management, Process Improvement, Software Documentation, Leadership, Change Management, SDLC, Vendor Management, Management, Analysis
Education
Mercer University 1985 — 1989
BBA, Marketing
Heather Coleman Heather Coleman's National Life of Vermont Experience May 1998 - January 1999
Job Content Strategist at Aquilent
Industry Government Relations
Experience
Aquilent December 2014 - Present
Millennium Corporation January 2013 - December 2014
InfoReliance October 2011 - December 2012
U.S. Army Contracting Command July 2010 - September 2011
Hillmer November 2009 - September 2011
JBS International, Inc. February 2007 - November 2009
JBS International, Inc. February 2007 - November 2009
Macro International December 2000 - February 2007
Santos, Postal and Company January 1999 - December 2000
National Life of Vermont May 1998 - January 1999
Skills
Social Media, Intranet, SharePoint, Web Analytics, Strategic Planning, Marketing Communications, Proposal Writing, Public Speaking, Writing, Editing, Event Management, Event Planning, PowerPoint, Photography, SEO, Ruby on Rails, Drupal, Joomla, jQuery UI, Training, Marketing, Social Media Marketing, Social Networking, Government, Content Management, Strategy, Leadership, Blogging, Project Management, Facebook, Web Design
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Marketing
Castleton University 1994 — 1998
Bachelor’s Degree, Marketing, Psychology
Aquilent December 2014 - Present
Millennium Corporation January 2013 - December 2014
InfoReliance October 2011 - December 2012
U.S. Army Contracting Command July 2010 - September 2011
Hillmer November 2009 - September 2011
JBS International, Inc. February 2007 - November 2009
JBS International, Inc. February 2007 - November 2009
Macro International December 2000 - February 2007
Santos, Postal and Company January 1999 - December 2000
National Life of Vermont May 1998 - January 1999
Skills
Social Media, Intranet, SharePoint, Web Analytics, Strategic Planning, Marketing Communications, Proposal Writing, Public Speaking, Writing, Editing, Event Management, Event Planning, PowerPoint, Photography, SEO, Ruby on Rails, Drupal, Joomla, jQuery UI, Training, Marketing, Social Media Marketing, Social Networking, Government, Content Management, Strategy, Leadership, Blogging, Project Management, Facebook, Web Design
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Marketing
Castleton University 1994 — 1998
Bachelor’s Degree, Marketing, Psychology
Adria Halstead-Johnson's National Life of Vermont Experience March 2013 - September 2015
Job Express Underwriter at National Life Group
Industry Insurance
Experience
National Life Group September 2015 - Present
Green Mountain Curlies, Inc. January 2001 - Present
National Life of Vermont March 2013 - September 2015
Red Quill January 2012 - March 2014
US Navy September 1974 - January 1984
Skills
Microsoft Office, Word, Writing, Excel, Photoshop, Teaching, HTML, English, Editing, Microsoft Excel, Research, Microsoft Word, Creative Writing, Social Networking, Facebook, Blogging, Books
Education
Johnson State College 1982 — 1985
Bachelor of Arts, Elementary Education, ECE
Parkdale High School 1969 — 1972
National Life Group September 2015 - Present
Green Mountain Curlies, Inc. January 2001 - Present
National Life of Vermont March 2013 - September 2015
Red Quill January 2012 - March 2014
US Navy September 1974 - January 1984
Skills
Microsoft Office, Word, Writing, Excel, Photoshop, Teaching, HTML, English, Editing, Microsoft Excel, Research, Microsoft Word, Creative Writing, Social Networking, Facebook, Blogging, Books
Education
Johnson State College 1982 — 1985
Bachelor of Arts, Elementary Education, ECE
Parkdale High School 1969 — 1972
Theresa Walts Theresa Walts's National Life of Vermont Experience March 1999 - July 1999
Job Contract Administrator at Alston Construction
Industry Construction
Experience
Panattoni Construction October 2012 - October 2014
Hill International May 2006 - April 2011
El Taller Colaborativo June 2003 - May 2006
AT&T June 2002 - May 2003
DeVry College of Technology July 2001 - February 2002
Staten Island University Hospital March 2000 - May 2000
Teligent Communications September 1999 - December 1999
National Life of Vermont March 1999 - July 1999
US Army August 1997 - February 1999
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Access, PowerPoint, Organization, Phone Skills, Invoicing, Data Entry, Contracts Administrators, Confidentiality, Filing, Electronic Filing, Typing, Problem Solving, Self-starter, Expedition, Staff Management, Adobe Acrobat, Photoshop, PaintShop Pro, Client Interactions, Financial Reporting, Construction, Prolog, Sage Timberline Office, Project Bidding, Contract Management, CPM Scheduling, MS Project, Construction Management, Contractors, Project Planning, Microsoft Project
Education
DeVry College of Technology 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Telecommunications Management, 3.9
Mercer County Community College
Associate's degree, Business Administration and Management, General, 4.0
Panattoni Construction October 2012 - October 2014
Hill International May 2006 - April 2011
El Taller Colaborativo June 2003 - May 2006
AT&T June 2002 - May 2003
DeVry College of Technology July 2001 - February 2002
Staten Island University Hospital March 2000 - May 2000
Teligent Communications September 1999 - December 1999
National Life of Vermont March 1999 - July 1999
US Army August 1997 - February 1999
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Access, PowerPoint, Organization, Phone Skills, Invoicing, Data Entry, Contracts Administrators, Confidentiality, Filing, Electronic Filing, Typing, Problem Solving, Self-starter, Expedition, Staff Management, Adobe Acrobat, Photoshop, PaintShop Pro, Client Interactions, Financial Reporting, Construction, Prolog, Sage Timberline Office, Project Bidding, Contract Management, CPM Scheduling, MS Project, Construction Management, Contractors, Project Planning, Microsoft Project
Education
DeVry College of Technology 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Telecommunications Management, 3.9
Mercer County Community College
Associate's degree, Business Administration and Management, General, 4.0
Brian Casey, LUTCF Brian Casey, LUTCF's National Life of Vermont Experience January 2000 - February 2006
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
Agent with New York Life Insurance Company June 2011 - May 2015
NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Company June 2011 - May 2015
Mollot and Hardy Inc June 2009 - June 2011
O'Keefe Shaw and Company Inc January 2008 - March 2009
MassMutual February 2006 - January 2008
National Life of Vermont January 2000 - February 2006
Skills
Insurance, Fixed Annuities, Investments, Financial Services, Retirement Planning, Finance, Leadership, IRAs, Marketing, Estate Planning, Retirement, Disability Insurance, Long-term Care, Project Planning, Business, Recruiting, Team Leadership, Team Management, Team Building, Wealth
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Psychology
Canisius High School 1989 — 1993
Agent with New York Life Insurance Company June 2011 - May 2015
NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Company June 2011 - May 2015
Mollot and Hardy Inc June 2009 - June 2011
O'Keefe Shaw and Company Inc January 2008 - March 2009
MassMutual February 2006 - January 2008
National Life of Vermont January 2000 - February 2006
Skills
Insurance, Fixed Annuities, Investments, Financial Services, Retirement Planning, Finance, Leadership, IRAs, Marketing, Estate Planning, Retirement, Disability Insurance, Long-term Care, Project Planning, Business, Recruiting, Team Leadership, Team Management, Team Building, Wealth
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Psychology
Canisius High School 1989 — 1993
Mike Pinkans, CFA's National Life of Vermont Experience 1988 - 2007
Job Executive Vice President Chief Marketing Officer
Industry Insurance
Experience
Zenith Marketing Group July 2009 - Present
Pinkans & Associates March 2011 - Present
BRAMCO 2007 - July 2009
National Life Group August 1988 - March 2007
National Life of Vermont 1988 - 2007
United States Air Force September 1984 - September 1988
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Financial Planning, Term Life Insurance, Sales
Education
The American College 1990 — 1992
MSFS, Financial Services
University of Nebraska-Lincoln 1984 — 1987
MBA, Marketing
Union College 1980 — 1984
B.S., Computer Science
Zenith Marketing Group July 2009 - Present
Pinkans & Associates March 2011 - Present
BRAMCO 2007 - July 2009
National Life Group August 1988 - March 2007
National Life of Vermont 1988 - 2007
United States Air Force September 1984 - September 1988
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Financial Planning, Term Life Insurance, Sales
Education
The American College 1990 — 1992
MSFS, Financial Services
University of Nebraska-Lincoln 1984 — 1987
MBA, Marketing
Union College 1980 — 1984
B.S., Computer Science
Fred Day's National Life of Vermont Experience June 1977 - December 1986
Job Sales and Service of Individual Insurance Plans
Industry Financial Services
Experience
Cicero Insurance Agency & Senior Insurance Plans, LLC August 2012 - Present
Wells Fargo June 2008 - July 2012
American Med-Scan, INc. December 1986 - June 2008
National Life of Vermont June 1977 - December 1986
Skills
Sales Operations, Risk Analysis, Board Leadership, Retirement, Individual Health..., Leadership, Term Life Insurance, Medicare, Qualified Retirement..., Recruiting, Selling, Account Management, Sales, Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Claim, Life Insurance, Long-term Care, Health Savings Accounts, Health Insurance, Brokers, Whole Life, 401k, Underwriting, Benefits Administration, Workers Compensation, Small Business, Estate Planning
Education
Purdue University - Krannert School of Management 1973 — 1977
BS, Marketing & Operations Management
Cicero Insurance Agency & Senior Insurance Plans, LLC August 2012 - Present
Wells Fargo June 2008 - July 2012
American Med-Scan, INc. December 1986 - June 2008
National Life of Vermont June 1977 - December 1986
Skills
Sales Operations, Risk Analysis, Board Leadership, Retirement, Individual Health..., Leadership, Term Life Insurance, Medicare, Qualified Retirement..., Recruiting, Selling, Account Management, Sales, Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Claim, Life Insurance, Long-term Care, Health Savings Accounts, Health Insurance, Brokers, Whole Life, 401k, Underwriting, Benefits Administration, Workers Compensation, Small Business, Estate Planning
Education
Purdue University - Krannert School of Management 1973 — 1977
BS, Marketing & Operations Management
Shelley Meyers Shelley Meyers's National Life of Vermont Experience December 1995 - July 1999
Job Law Practice Professional
Industry Law Practice
Experience
Stay at home mom May 2005 - Present
The Narnia Estate March 2008 - October 2010
Cozen O'Connor November 2000 - October 2005
Property Assessment Advisors July 1999 - November 2000
NATIONAL LIFE OF VERMONT December 1995 - July 1999
Education
FOX COLLEGE 1995 — 1995
Secretarial Science Diploma
Moraine Valley Community College 1991 — 1993
A.A.S, Business Administration
Illinois Institute of Costmetology 1989 — 1990
Licensed Cosmetologist, Hair Styling/Stylist and Hair Design
Stay at home mom May 2005 - Present
The Narnia Estate March 2008 - October 2010
Cozen O'Connor November 2000 - October 2005
Property Assessment Advisors July 1999 - November 2000
NATIONAL LIFE OF VERMONT December 1995 - July 1999
Education
FOX COLLEGE 1995 — 1995
Secretarial Science Diploma
Moraine Valley Community College 1991 — 1993
A.A.S, Business Administration
Illinois Institute of Costmetology 1989 — 1990
Licensed Cosmetologist, Hair Styling/Stylist and Hair Design
Lisa McGill's National Life of Vermont Experience 1995 - 2001
Job Hail s
Industry Financial Services
Experience
AIM Systems, Inc. November 2009 - June 2010
Sun Life Financial June 2001 - October 2009
National Life of Vermont 1995 - 2001
Education
Eastern Nazarene College 1999 — 2003
Bachelors, Business Management
AIM Systems, Inc. November 2009 - June 2010
Sun Life Financial June 2001 - October 2009
National Life of Vermont 1995 - 2001
Education
Eastern Nazarene College 1999 — 2003
Bachelors, Business Management
Jim Conachan Jim Conachan's National Life of Vermont Experience January 1995 - January 1998
Job Restaurateur and Software Developer ... I'm a geek, but a really fun geek.
Industry Computer Software
Experience
On Demand Analysis June 2013 - Present
Streetcar Bistro & Taproom September 2012 - Present
Standard Insurance Company February 2003 - September 2012
Jubitz Corporation January 1998 - January 2003
National Life of Vermont January 1995 - January 1998
Skills
Software Development, Analysis, Restaurant Management, Financial Analysis, Operating Budgets, Business Analysis, Access, Analytics, Customer Service, Databases, Leadership, Microsoft Office, Program Management
Education
George Fox University 1996 — 1998
Bachelor of Arts, Business (Organizational Development)
George Fox University 1996 — 1998
Bachelor of Arts, Business (Organizational Development)
Portland State University 1978 — 1980
Math/Science
Aloha High School 1975 — 1978
HS Diploma, Math, Science
On Demand Analysis June 2013 - Present
Streetcar Bistro & Taproom September 2012 - Present
Standard Insurance Company February 2003 - September 2012
Jubitz Corporation January 1998 - January 2003
National Life of Vermont January 1995 - January 1998
Skills
Software Development, Analysis, Restaurant Management, Financial Analysis, Operating Budgets, Business Analysis, Access, Analytics, Customer Service, Databases, Leadership, Microsoft Office, Program Management
Education
George Fox University 1996 — 1998
Bachelor of Arts, Business (Organizational Development)
George Fox University 1996 — 1998
Bachelor of Arts, Business (Organizational Development)
Portland State University 1978 — 1980
Math/Science
Aloha High School 1975 — 1978
HS Diploma, Math, Science
Francisco Fuentes, CFP®'s National Life of Vermont Experience January 2005 - November 2005
Job Registered Representative at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Eric Pepper's National Life of Vermont Experience 1999 - 2004
Job Senior Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC 2008 - Present
Prospect Mortgage, LLC June 2012 - March 2014
Woodstock Financial Group, Inc. 2007 - January 2012
Wachovia 2007 - 2008
National Life of Vermont 1999 - 2004
Prudential Bache Securities 1988 - 1993
Skills
REO Financing, Renovation Loans, Mortgage Lending, REO, Renovation, Mortgage Banking, Investments, FHA, Finance, Residential Mortgages, FHA financing, USDA, VA loans, Credit, Investment Properties, Reverse Mortgages, Loans, Refinance, Asset Management, Sales, Retirement Planning, FHA Financing, Referrals, Portfolio Management, Small Business, VA Loans
Education
Florida State University 1982 — 1985
BS, Political Science, History, Business
North Springs High 1974 — 1979
Prospect Mortgage, LLC 2008 - Present
Prospect Mortgage, LLC June 2012 - March 2014
Woodstock Financial Group, Inc. 2007 - January 2012
Wachovia 2007 - 2008
National Life of Vermont 1999 - 2004
Prudential Bache Securities 1988 - 1993
Skills
REO Financing, Renovation Loans, Mortgage Lending, REO, Renovation, Mortgage Banking, Investments, FHA, Finance, Residential Mortgages, FHA financing, USDA, VA loans, Credit, Investment Properties, Reverse Mortgages, Loans, Refinance, Asset Management, Sales, Retirement Planning, FHA Financing, Referrals, Portfolio Management, Small Business, VA Loans
Education
Florida State University 1982 — 1985
BS, Political Science, History, Business
North Springs High 1974 — 1979
William Connors, Jr. William Connors, Jr.'s National Life of Vermont Experience 2003 - 2010
Job Manager at MassMutual Michigan Metro
Industry Financial Services
Experience
MassMutual Michigan Metro November 2012 - Present
New England Financial, A MetLife Company July 2011 - November 2012
OneAmerica Securities February 2010 - June 2011
National Life of Vermont 2003 - 2010
Skills
Retirement Planning, Succession Planning, Investments, Insurance, Executive Benefit..., Finance, Employee Benefits, Recruiting, Financial Services
Education
Northwood University 1987 — 1992
Business Management, Finance Management
Rochester Adams High School 1985 — 1987
MassMutual Michigan Metro November 2012 - Present
New England Financial, A MetLife Company July 2011 - November 2012
OneAmerica Securities February 2010 - June 2011
National Life of Vermont 2003 - 2010
Skills
Retirement Planning, Succession Planning, Investments, Insurance, Executive Benefit..., Finance, Employee Benefits, Recruiting, Financial Services
Education
Northwood University 1987 — 1992
Business Management, Finance Management
Rochester Adams High School 1985 — 1987
Cindy Doolittle's National Life of Vermont Experience May 1975 - March 1982
Job Regional Manager at Rogers Benefit Group
Industry Insurance
Experience
Rogers Benefit Group February 2002 - Present
Rogers Benefit Group January 1992 - February 2002
National Life of Vermont May 1975 - March 1982
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Life Insurance, Sales Management, Health Care Reform, Management, Marketing, Underwriting, Brokers, Insurance, Accident, Group Insurance, District Sales..., Dental, Disability Insurance, Sales Rep Training, Territory Growth..., Building High..., Worksite marketing, Sales Motivation, Sales Process Managment, Employee Benefits Design, Voluntary Employee..., Healthcare Reform, Strategic Planning, Long-term Care, Whole Life, Critical Illness, Team Building, Sales
Education
Missouri State University 1974 — 1978
Bachelor of Science (B.S.), Management/ Marketing, Sum Cum Laude
Rogers Benefit Group February 2002 - Present
Rogers Benefit Group January 1992 - February 2002
National Life of Vermont May 1975 - March 1982
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Life Insurance, Sales Management, Health Care Reform, Management, Marketing, Underwriting, Brokers, Insurance, Accident, Group Insurance, District Sales..., Dental, Disability Insurance, Sales Rep Training, Territory Growth..., Building High..., Worksite marketing, Sales Motivation, Sales Process Managment, Employee Benefits Design, Voluntary Employee..., Healthcare Reform, Strategic Planning, Long-term Care, Whole Life, Critical Illness, Team Building, Sales
Education
Missouri State University 1974 — 1978
Bachelor of Science (B.S.), Management/ Marketing, Sum Cum Laude
Gerry Dougherty Gerry Dougherty's National Life of Vermont Experience June 1994 - October 1998
Job President at Boston Independence Group, Inc.
Industry Financial Services
Experience
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Chad Masland Chad Masland's National Life of Vermont Experience October 1983 - July 1996
Job Owner, America's First State Capital Group, Inc.
Industry Financial Services
Experience
America's First State Capital Group, Inc. July 2000 - Present
Citigroup August 1996 - June 2000
Citicorp International Insurance Company January 1999 - January 2000
Citigroup 1996 - 2000
National Life of Vermont October 1983 - July 1996
Paul Revere 1979 - 1983
Skills
Investments, Strategic Financial..., Insurance, Financial Services, Banking, Securities, Life Insurance, Financial Advisory, Mortgage Lending, Finance, Real Estate, Strategy, Investment Banking, Investment Properties, Cross-functional Team..., Management, Executive Management, Marketing, Selling, Leadership, Sales, Financial Planning
Education
The American College 1981 — 1983
ChFC, CLU, Financial Services
Gordon College 1972 — 1976
BA, Psychology
Dickinson College 1971 — 1972
Boiling Springs Hig 1968 — 1972
America's First State Capital Group, Inc. July 2000 - Present
Citigroup August 1996 - June 2000
Citicorp International Insurance Company January 1999 - January 2000
Citigroup 1996 - 2000
National Life of Vermont October 1983 - July 1996
Paul Revere 1979 - 1983
Skills
Investments, Strategic Financial..., Insurance, Financial Services, Banking, Securities, Life Insurance, Financial Advisory, Mortgage Lending, Finance, Real Estate, Strategy, Investment Banking, Investment Properties, Cross-functional Team..., Management, Executive Management, Marketing, Selling, Leadership, Sales, Financial Planning
Education
The American College 1981 — 1983
ChFC, CLU, Financial Services
Gordon College 1972 — 1976
BA, Psychology
Dickinson College 1971 — 1972
Boiling Springs Hig 1968 — 1972
Edward A Stein CLU, ChFC, CASL, LUTCF, CLF's National Life of Vermont Experience February 1980 - April 1981
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2007 - April 2010
Stein Financial Group, LLC June 2003 - August 2007
The Guardian Life Insurance Company of America November 1998 - August 2007
Guardian Life April 1990 - November 1998
Wolper, Ross and Company April 1981 - April 1990
National Life of Vermont February 1980 - April 1981
Volunteer State Life Insurance Company October 1977 - February 1980
Mutual Benefit Life Insurance Company August 1974 - October 1977
Education
University of Miami - School of Business 1971 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Valley Forge Military Academy & College 1970 — 1971
Governor Livingston Regional High School 1966 — 1970
High School, College/University Preparatory
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2007 - April 2010
Stein Financial Group, LLC June 2003 - August 2007
The Guardian Life Insurance Company of America November 1998 - August 2007
Guardian Life April 1990 - November 1998
Wolper, Ross and Company April 1981 - April 1990
National Life of Vermont February 1980 - April 1981
Volunteer State Life Insurance Company October 1977 - February 1980
Mutual Benefit Life Insurance Company August 1974 - October 1977
Education
University of Miami - School of Business 1971 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Valley Forge Military Academy & College 1970 — 1971
Governor Livingston Regional High School 1966 — 1970
High School, College/University Preparatory
Tony Cole's National Life of Vermont Experience May 1987 - April 1990
Job Company President, Owner, Subject Matter Expert, Sales Development Consulting, Extraordinary Keynotes and Workshops
Industry Management Consulting
Experience
Hiring Better Sales People September 2013 - Present
Anthony Cole Training Group January 1993 - Present
Anthony Cole Training Group January 2000 - Present
OMG 1995 - 2013
Provident Life and Accident April 1990 - December 1993
National Life of Vermont May 1987 - April 1990
Nautilus November 1983 - March 1987
Iowa State University June 1980 - July 1983
University of Cincinnati March 1978 - June 1980
Skills
Direct Sales Coaching, Development of Sales..., Management Consulting, Motivational Speaking, Sales Management, Sales Leadership..., Sales Operations, Coaching, Development of Sales, Leadership Development, Sales Process, Direct Sales, Media Analysis, Public Speaking, Strategy, Training, Leadership, New Business Development, Recruiting, Management, CRM, Selling, Insurance, Account Management, Sales, Marketing, Marketing Strategy, Executive Coaching, Strategic Partnerships, Organizational..., Small Business, Team Building, Executive Management, Interviews, Business Strategy, Employee Benefits, Human Resources, Consulting, Entrepreneurship, Customer Retention, Process Improvement, Time Management, Workshop Facilitation, Sales Presentations, Start-ups, Change Management, Business Coaching, Strategic Planning
Education
The University of Connecticut 1973 — 1978
Bachelor, Education
Hammonton High School 1969 — 1973
Hiring Better Sales People September 2013 - Present
Anthony Cole Training Group January 1993 - Present
Anthony Cole Training Group January 2000 - Present
OMG 1995 - 2013
Provident Life and Accident April 1990 - December 1993
National Life of Vermont May 1987 - April 1990
Nautilus November 1983 - March 1987
Iowa State University June 1980 - July 1983
University of Cincinnati March 1978 - June 1980
Skills
Direct Sales Coaching, Development of Sales..., Management Consulting, Motivational Speaking, Sales Management, Sales Leadership..., Sales Operations, Coaching, Development of Sales, Leadership Development, Sales Process, Direct Sales, Media Analysis, Public Speaking, Strategy, Training, Leadership, New Business Development, Recruiting, Management, CRM, Selling, Insurance, Account Management, Sales, Marketing, Marketing Strategy, Executive Coaching, Strategic Partnerships, Organizational..., Small Business, Team Building, Executive Management, Interviews, Business Strategy, Employee Benefits, Human Resources, Consulting, Entrepreneurship, Customer Retention, Process Improvement, Time Management, Workshop Facilitation, Sales Presentations, Start-ups, Change Management, Business Coaching, Strategic Planning
Education
The University of Connecticut 1973 — 1978
Bachelor, Education
Hammonton High School 1969 — 1973
David Zuckerman ✈✈✈✈'s National Life of Vermont Experience January 1997 - January 2001
Job Zephyr Jets
Industry Aviation & Aerospace
Experience
Zephyr Jets February 2014 - Present
Sextant Aviation November 2012 - Present
Skynet Aviation Group March 2010 - December 2013
National Life of Vermont January 1997 - January 2001
National Life of Vermont June 1998 - September 1999
Skills
Wine Tasting, Cooking, Dogs, Driving, Travel, Business Travel, Aviation, Marketing Strategy, Contract Negotiation, Customer Relations, Sales Management, Team Building, New Business Development, Team Leadership, Customer Service, Public Relations, Yachting, Camping, Fishing, Lacrosse, Flights, Aircraft, Airlines, Charter, Time Management, Negotiation, International Sales, Start-ups, Business Planning, Helicopters, Tourism, Logistics, International Business, Purchasing, Customer Satisfaction, Business, Strategic Planning, Flight Planning, Aviation Security, Sales, Pricing, Hotels, General Aviation, Airports, Management, Operations Management, Travel Management, Hospitality, Commercial Aviation, Aircraft Leasing
Education
Cornell University 1988 — 1990
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Horace Greeley 1982 — 1986
Scarsdale High
State University - Sullivan College of Culinary Arts
Associates
Zephyr Jets February 2014 - Present
Sextant Aviation November 2012 - Present
Skynet Aviation Group March 2010 - December 2013
National Life of Vermont January 1997 - January 2001
National Life of Vermont June 1998 - September 1999
Skills
Wine Tasting, Cooking, Dogs, Driving, Travel, Business Travel, Aviation, Marketing Strategy, Contract Negotiation, Customer Relations, Sales Management, Team Building, New Business Development, Team Leadership, Customer Service, Public Relations, Yachting, Camping, Fishing, Lacrosse, Flights, Aircraft, Airlines, Charter, Time Management, Negotiation, International Sales, Start-ups, Business Planning, Helicopters, Tourism, Logistics, International Business, Purchasing, Customer Satisfaction, Business, Strategic Planning, Flight Planning, Aviation Security, Sales, Pricing, Hotels, General Aviation, Airports, Management, Operations Management, Travel Management, Hospitality, Commercial Aviation, Aircraft Leasing
Education
Cornell University 1988 — 1990
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Horace Greeley 1982 — 1986
Scarsdale High
State University - Sullivan College of Culinary Arts
Associates
Alan Holt's National Life of Vermont Experience June 1989 - December 1989
Job Intel Security / McAfee Enterprise Account Manager, FedEx
Industry Information Technology and Services
Experience
Intel Security / McAfee August 2013 - Present
ATERAS February 2010 - August 2013
BluePhoenix Solutions December 2007 - January 2010
Edgenet April 2007 - December 2007
IBM July 2000 - March 2007
Computer Associates July 1999 - July 2000
DeRoyal January 1990 - January 1997
American Medical Systems 1992 - 1993
National Life of Vermont June 1989 - December 1989
Chartpak, Inc. January 1986 - June 1989
Skills
Sales, Salesforce.com, New Business Development, Account Management, Sales Management, Strategic Communications, Strategic Partnerships, Outdoor Recreation, Sporting Goods Industry, Sporting Goods, IT Solutions, IT Sales, Software Solutions, Entrepreneurship, Non-profit Leadership, Enterprise Software, Business Development, Business Intelligence, CRM, Direct Sales, Professional Services, SaaS, Pre-sales, Sales Operations, Selling, Solution Selling, Cold Calling, Channel Partners, Leadership, Sales Process
Education
Louisiana State University 1981 — 1985
Bachelor of Science, Business Administration
Louisiana State University and Agricultural and Mechanical College 1981 — 1985
Bachelor of Science, Buisness Administration / Marketing
Intel Security / McAfee August 2013 - Present
ATERAS February 2010 - August 2013
BluePhoenix Solutions December 2007 - January 2010
Edgenet April 2007 - December 2007
IBM July 2000 - March 2007
Computer Associates July 1999 - July 2000
DeRoyal January 1990 - January 1997
American Medical Systems 1992 - 1993
National Life of Vermont June 1989 - December 1989
Chartpak, Inc. January 1986 - June 1989
Skills
Sales, Salesforce.com, New Business Development, Account Management, Sales Management, Strategic Communications, Strategic Partnerships, Outdoor Recreation, Sporting Goods Industry, Sporting Goods, IT Solutions, IT Sales, Software Solutions, Entrepreneurship, Non-profit Leadership, Enterprise Software, Business Development, Business Intelligence, CRM, Direct Sales, Professional Services, SaaS, Pre-sales, Sales Operations, Selling, Solution Selling, Cold Calling, Channel Partners, Leadership, Sales Process
Education
Louisiana State University 1981 — 1985
Bachelor of Science, Business Administration
Louisiana State University and Agricultural and Mechanical College 1981 — 1985
Bachelor of Science, Buisness Administration / Marketing
Anthony J. Graffia, LUTCF Anthony J. Graffia, LUTCF's National Life of Vermont Experience June 2002 - December 2002
Job President At The AJG Agency / Independent Financial Services Account Executive
Industry Insurance
Experience
Nationwide Insurance 2015 - Present
The AJG Agency June 2005 - Present
North Shore Financial Group, An Office of MetLife March 2003 - June 2005
National Life of Vermont June 2002 - December 2002
MetLife May 2001 - June 2002
Metlife May 2000 - May 2001
Mass Mutual Financial Group September 1999 - May 2000
Metlife October 1995 - September 1999
Skills
Fixed Annuities, Retirement Planning, Retirement, Long Term Care Insurance, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Financial Services, Term Life Insurance, Whole Life, Critical Illness, Universal Life, 401k, Insurance, Long-term Care, Wealth Management, Leadership, Financial Planning, Sales, Series 7, Strategic Financial..., Entrepreneurship, Microsoft Office, Social Media Marketing, Lead Generation, Leadership Development, Team Leadership, Bookkeeping, Small Business, Customer Service, Compliance, B2B Marketing, Proposal Writing, Qualifying Prospects, Microsoft Excel, Recruiting, Seminars, College Education..., Self-starter, Self-driven, Selling, Solution Selling, College Savings Plans
Education
Market Trend Signal 2012 — 2013
Stock And Options Training Course
H&R Block 2000 — 2000
Tax Preparer Certificate, Federal & State Income Tax Preparation
Long Island University, C.W. Post Campus 1997 — 2000
Financial Planning Certificate, Financial Planning and Services
Suffolk County Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
Adelphi University 1980 — 1981
Accounting
Nationwide Insurance 2015 - Present
The AJG Agency June 2005 - Present
North Shore Financial Group, An Office of MetLife March 2003 - June 2005
National Life of Vermont June 2002 - December 2002
MetLife May 2001 - June 2002
Metlife May 2000 - May 2001
Mass Mutual Financial Group September 1999 - May 2000
Metlife October 1995 - September 1999
Skills
Fixed Annuities, Retirement Planning, Retirement, Long Term Care Insurance, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Financial Services, Term Life Insurance, Whole Life, Critical Illness, Universal Life, 401k, Insurance, Long-term Care, Wealth Management, Leadership, Financial Planning, Sales, Series 7, Strategic Financial..., Entrepreneurship, Microsoft Office, Social Media Marketing, Lead Generation, Leadership Development, Team Leadership, Bookkeeping, Small Business, Customer Service, Compliance, B2B Marketing, Proposal Writing, Qualifying Prospects, Microsoft Excel, Recruiting, Seminars, College Education..., Self-starter, Self-driven, Selling, Solution Selling, College Savings Plans
Education
Market Trend Signal 2012 — 2013
Stock And Options Training Course
H&R Block 2000 — 2000
Tax Preparer Certificate, Federal & State Income Tax Preparation
Long Island University, C.W. Post Campus 1997 — 2000
Financial Planning Certificate, Financial Planning and Services
Suffolk County Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
Adelphi University 1980 — 1981
Accounting
Scott Galbraith Scott Galbraith's National Life of Vermont Experience February 1980 - June 2006
Job Registered Principal at Crown Capital Securities
Industry Financial Services
Experience
Crown Capital Securities January 2009 - Present
National Life of Vermont February 1980 - June 2006
Education
Oregon State University 1972 — 1976
BS, Marketing
Crown Capital Securities January 2009 - Present
National Life of Vermont February 1980 - June 2006
Education
Oregon State University 1972 — 1976
BS, Marketing
Edward J Menghi Edward J Menghi's National Life of Vermont Experience April 2002 - October 2002
Job Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Jimmy Masters, CRPS® , AIF®'s National Life of Vermont Experience 1992 - 1996
Job Financial Advisor at Towne Investment Group
Industry Financial Services
Experience
Towne Investment Group November 2009 - Present
American Funds March 2005 - June 2009
The Frieden Agency 1996 - 2005
National Life of Vermont 1992 - 1996
Skills
Retirement Planning, Mutual Funds, Investment Strategies, 401k, Financial Advisory, Investments, Retirement Plan..., Asset Allocation, ERISA, Qualified Retirement..., Financial Services, Pensions, Profit Sharing, Deferred Compensation, 401k Rollovers, Plan Design, Business Planning, Securities, Life Insurance, Financial Planning, Portfolio Management
Education
Old Dominion University
Music Performance, General
Berklee College of Music
Towne Investment Group November 2009 - Present
American Funds March 2005 - June 2009
The Frieden Agency 1996 - 2005
National Life of Vermont 1992 - 1996
Skills
Retirement Planning, Mutual Funds, Investment Strategies, 401k, Financial Advisory, Investments, Retirement Plan..., Asset Allocation, ERISA, Qualified Retirement..., Financial Services, Pensions, Profit Sharing, Deferred Compensation, 401k Rollovers, Plan Design, Business Planning, Securities, Life Insurance, Financial Planning, Portfolio Management
Education
Old Dominion University
Music Performance, General
Berklee College of Music
Rob Schreiber - 207.776.6163 Rob Schreiber - 207.776.6163's National Life of Vermont Experience 2008 - 2008
Job Life Insurance and Annuity Specialist at AAA Northern New England. I am licensed in Maine, New Hampshire and Vermont.
Industry Insurance
Experience
AAA Northern New England July 2012 - Present
WRS Insurance & Retirement Planning November 2010 - September 2012
Aflac 2007 - 2012
Southern Maine Community College 2010 - 2011
Salem Advisory Group, LLC 2010 - 2010
Living Wealth Partners, LLC – An Agency of Guardian Life Insurance Company of America 2008 - 2010
National Life of Vermont 2008 - 2008
Sole Proprietor 2005 - 2007
HM Payson & Co 2004 - 2005
F.L.Putnam Investment Management Company 2000 - 2004
Skills
Underwriting, Insurance, Term Life Insurance, Life Insurance, Estate Planning, Financial Services, Strategic Financial...
Education
City University of Seattle
MBA, Personal Financial Planning
Norwich University
BA, Finance
AAA Northern New England July 2012 - Present
WRS Insurance & Retirement Planning November 2010 - September 2012
Aflac 2007 - 2012
Southern Maine Community College 2010 - 2011
Salem Advisory Group, LLC 2010 - 2010
Living Wealth Partners, LLC – An Agency of Guardian Life Insurance Company of America 2008 - 2010
National Life of Vermont 2008 - 2008
Sole Proprietor 2005 - 2007
HM Payson & Co 2004 - 2005
F.L.Putnam Investment Management Company 2000 - 2004
Skills
Underwriting, Insurance, Term Life Insurance, Life Insurance, Estate Planning, Financial Services, Strategic Financial...
Education
City University of Seattle
MBA, Personal Financial Planning
Norwich University
BA, Finance
James C. Gedney, LUTCF James C. Gedney, LUTCF's National Life of Vermont Experience November 1990 - September 2001
Job Director of Advanced Market Sales
Industry Insurance
Experience
NYLTCB February 2003 - Present
Colonial Financial Services September 2001 - February 2003
National Life of Vermont November 1990 - September 2001
Skills
Training & Development, Prospecting, Case Design, Point of Sale Support, Disability Insurance, Employee Training, Mortgage Lending, Financial Advisory, Qualifying Prospects, Retirement Planning, Fixed Annuities, Insurance, Asset Protection, Long-term Care
Education
Siena College 1977 — 1981
BBA, Accounting
Glens Falls High School
NYLTCB February 2003 - Present
Colonial Financial Services September 2001 - February 2003
National Life of Vermont November 1990 - September 2001
Skills
Training & Development, Prospecting, Case Design, Point of Sale Support, Disability Insurance, Employee Training, Mortgage Lending, Financial Advisory, Qualifying Prospects, Retirement Planning, Fixed Annuities, Insurance, Asset Protection, Long-term Care
Education
Siena College 1977 — 1981
BBA, Accounting
Glens Falls High School
Robert Conway Robert Conway's National Life of Vermont Experience September 1981 - April 1983
Job VP Builder General Recruiting at the Ohio National Life Insurance Company
Industry Insurance
Experience
Ohio National Financial Services April 1992 - Present
Canada Life April 1990 - April 1992
Philadelphia Life April 1983 - April 1990
National Life of Vermont September 1981 - April 1983
Education
Temple University 1979 — 1981
BBA, Computer Science
Ohio National Financial Services April 1992 - Present
Canada Life April 1990 - April 1992
Philadelphia Life April 1983 - April 1990
National Life of Vermont September 1981 - April 1983
Education
Temple University 1979 — 1981
BBA, Computer Science
Felicia Kapsas's National Life of Vermont Experience 1999 - 2004
Job Client Associate at Forbes Family Trust
Industry Financial Services
Experience
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Forbes Family Trust LLC December 2011 - Present
LGL Partners December 2010 - Present
Morgan Stanley Smith Barney March 2007 - November 2010
Smith Barney 2006 - 2008
National Life of Vermont 1999 - 2004
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Investments, Equities
Education
Kean University
Business Management
Centenary College
Associate of Arts, Liberal Arts
Lenape Valley Regional H.S. 1990 — 1994
Dr. Doug Firebaugh's National Life of Vermont Experience April 1986 - October 1988
Job Author, Radio Talk Show Host, Success, Leadership, and Home Business Trainer MLM Network Marketing Consultant Minister
Industry Professional Training & Coaching
Experience
Doug Firebaugh Training Intl 2007 - Present
Doug Firebaugh Training International April 1998 - Present
PassionFire International -Home Business Training 1998 - Present
National Safety Associates December 1985 - April 1998
National Life of Vermont April 1986 - October 1988
Skills
Marketing Strategy, Online Marketing, Home Based Business, network marketing, Leadership Development, MLM Training, Strategic Communications, Direct Marketing, Social Media Marketing, Social Media, Social Networking Sites, Team Building, Team Leadership, Live Meeting, Business Meetings, Direct Sales, Sales Management, People Management, People Training, Internet Strategy, Internet Recruiting, Direct Recruiting, Public Speaking, Conference Speaking, Speaking Engagements, Creative Writing, Writing Skills, Online Advertising, Network Marketing, Writing, Social Networking, Web Marketing, Small Business, SEO, Training, Entrepreneurship, Coaching, Leadership, Customer Service, Affiliate Marketing, Networking, Recruiting, Management, Advertising, Marketing, Employee Training, New Business Development, Facebook, Lead Generation, E-commerce
Education
James Madison University 1977 — 1981
Business, Communications, Marketing and Business
Doug Firebaugh Training Intl 2007 - Present
Doug Firebaugh Training International April 1998 - Present
PassionFire International -Home Business Training 1998 - Present
National Safety Associates December 1985 - April 1998
National Life of Vermont April 1986 - October 1988
Skills
Marketing Strategy, Online Marketing, Home Based Business, network marketing, Leadership Development, MLM Training, Strategic Communications, Direct Marketing, Social Media Marketing, Social Media, Social Networking Sites, Team Building, Team Leadership, Live Meeting, Business Meetings, Direct Sales, Sales Management, People Management, People Training, Internet Strategy, Internet Recruiting, Direct Recruiting, Public Speaking, Conference Speaking, Speaking Engagements, Creative Writing, Writing Skills, Online Advertising, Network Marketing, Writing, Social Networking, Web Marketing, Small Business, SEO, Training, Entrepreneurship, Coaching, Leadership, Customer Service, Affiliate Marketing, Networking, Recruiting, Management, Advertising, Marketing, Employee Training, New Business Development, Facebook, Lead Generation, E-commerce
Education
James Madison University 1977 — 1981
Business, Communications, Marketing and Business
Kevin Handford CFP®, ChFC®, CFS®, AIF® Kevin Handford CFP®, ChFC®, CFS®, AIF®'s National Life of Vermont Experience October 1991 - August 1995
Job Financial Advisor
Industry Financial Services
Experience
Handford Financial Strategies November 2002 - Present
The Advisor Group, INC./ Acacia Financial Center August 1995 - November 2002
National Life of Vermont October 1991 - August 1995
Mutual Benefit Life June 1990 - October 1991
Skills
Small Business, Financial Planning, Employee Benefits, Portfolio Management, Tax, Risk Management, Retirement Planning, Investments, Strategic Planning
Education
Virginia Military Institute 1986 — 1990
Economics
Center for Fiduciary Studies
Accredited Investment Fiduciary ® (AIF®)
College for Financial Planning
Certified Financial Planner (TM)
Institute of Business and Finance
Certified Fund Specialist (CFS®)
The American College
Chartered Financial Consultant (ChFC®)
Handford Financial Strategies November 2002 - Present
The Advisor Group, INC./ Acacia Financial Center August 1995 - November 2002
National Life of Vermont October 1991 - August 1995
Mutual Benefit Life June 1990 - October 1991
Skills
Small Business, Financial Planning, Employee Benefits, Portfolio Management, Tax, Risk Management, Retirement Planning, Investments, Strategic Planning
Education
Virginia Military Institute 1986 — 1990
Economics
Center for Fiduciary Studies
Accredited Investment Fiduciary ® (AIF®)
College for Financial Planning
Certified Financial Planner (TM)
Institute of Business and Finance
Certified Fund Specialist (CFS®)
The American College
Chartered Financial Consultant (ChFC®)
Phyllis Simon's National Life of Vermont Experience October 1991 - March 1995
Job Vice President of SOS, Inc.
Industry Environmental Services
Experience
Simon Operation Services, Inc. March 1995 - Present
MIS Training Institute September 1995 - February 2012
Vermont State Women's Golf Association October 2010 - October 2011
National Life of Vermont October 1991 - March 1995
Education
City University of New York-Herbert H. Lehman College
B.A., English
Ithaca College
B.S., Accounting
Simon Operation Services, Inc. March 1995 - Present
MIS Training Institute September 1995 - February 2012
Vermont State Women's Golf Association October 2010 - October 2011
National Life of Vermont October 1991 - March 1995
Education
City University of New York-Herbert H. Lehman College
B.A., English
Ithaca College
B.S., Accounting
Michael T. Hall, ChFC®, CASL, LTCP's National Life of Vermont Experience 1984 - 1989
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Jim Mothorpe's National Life of Vermont Experience December 2003 - May 2009
Job CERTIFIED FINANCIAL PLANNER(TM) at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies August 2015 - Present
Capital Investment Companies May 2009 - Present
United Way of Greater Atlanta May 2005 - 2015
The Lampo Group April 2004 - 2015
Fayette County Chamber of Commerce 2000 - 2015
PowerCore 2000 - 2015
National Life of Vermont December 2003 - May 2009
Skills
Organizational..., Estate Planning, Retirement Planning, Strategic Planning, Fundraising, Investments, Government, Management, Leadership, Leadership Development, Organizational..., Training, Policy, Team Building, Program Management, Customer Service, Management Consulting, Business Planning, Military, Process Improvement, Strategy, Nonprofits, Executive Management, Series 7, Analysis, Proposal Writing, Coaching, Public Speaking, Mutual Funds, Entrepreneurship, Workshop Facilitation, Community Development, Finance, Operations Management, DoD, Strategic Financial..., Financial Analysis, Volunteer Management, Budgets, Sales, Risk Management, Series 63, Event Planning, Project Planning, Contract Negotiation, Small Business, Fixed Annuities, Financial Services, Marketing, Non-profit...
Education
University of Southern California 1984 — 1986
MSSM, Systems Management
United States Military Academy at West Point 1972 — 1976
Engineering
Capital Investment Companies August 2015 - Present
Capital Investment Companies May 2009 - Present
United Way of Greater Atlanta May 2005 - 2015
The Lampo Group April 2004 - 2015
Fayette County Chamber of Commerce 2000 - 2015
PowerCore 2000 - 2015
National Life of Vermont December 2003 - May 2009
Skills
Organizational..., Estate Planning, Retirement Planning, Strategic Planning, Fundraising, Investments, Government, Management, Leadership, Leadership Development, Organizational..., Training, Policy, Team Building, Program Management, Customer Service, Management Consulting, Business Planning, Military, Process Improvement, Strategy, Nonprofits, Executive Management, Series 7, Analysis, Proposal Writing, Coaching, Public Speaking, Mutual Funds, Entrepreneurship, Workshop Facilitation, Community Development, Finance, Operations Management, DoD, Strategic Financial..., Financial Analysis, Volunteer Management, Budgets, Sales, Risk Management, Series 63, Event Planning, Project Planning, Contract Negotiation, Small Business, Fixed Annuities, Financial Services, Marketing, Non-profit...
Education
University of Southern California 1984 — 1986
MSSM, Systems Management
United States Military Academy at West Point 1972 — 1976
Engineering
Charlotte Starks's National Life of Vermont Experience 1995 - 2000
Job Senior Marketing Assistant at IPS
Industry Insurance
Experience
IPS Advisors April 2014 - Present
IPS Advisors January 2000 - June 2012
National Life of Vermont 1995 - 2000
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Healthcare, Managed Care, Life Insurance, COBRA, Marketing, Disability Insurance, Recruiting, Health Savings Accounts, Health Care Reform, Long-term Care, Underwriting, Brokers, 401k, New Business Development, Whole Life, Fixed Annuities, Universal Life, Term Life Insurance, Retirement, Medicare, Employee Wellness, Accident, Critical Illness
Education
Art Institute of Houston 1980 — 1982
Associates Degree, Commerical Art
IPS Advisors April 2014 - Present
IPS Advisors January 2000 - June 2012
National Life of Vermont 1995 - 2000
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Healthcare, Managed Care, Life Insurance, COBRA, Marketing, Disability Insurance, Recruiting, Health Savings Accounts, Health Care Reform, Long-term Care, Underwriting, Brokers, 401k, New Business Development, Whole Life, Fixed Annuities, Universal Life, Term Life Insurance, Retirement, Medicare, Employee Wellness, Accident, Critical Illness
Education
Art Institute of Houston 1980 — 1982
Associates Degree, Commerical Art
Rose Schwartz CPA's National Life of Vermont Experience 1994 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Carrollton Bank 2006 - 2007
Spherion 2003 - 2006
Vertis 2000 - 2003
National Life of Vermont 1994 - 2000
Blue Cross Blue Shield of Md. 1989 - 1994
John Hanson Savings Bank 1982 - 1989
Federal National Mortgage Assoc. 1979 - 1982
Schnepfe & Co. CPA 1975 - 1979
Education
University of Baltimore 1973 — 1978
Carrollton Bank 2006 - 2007
Spherion 2003 - 2006
Vertis 2000 - 2003
National Life of Vermont 1994 - 2000
Blue Cross Blue Shield of Md. 1989 - 1994
John Hanson Savings Bank 1982 - 1989
Federal National Mortgage Assoc. 1979 - 1982
Schnepfe & Co. CPA 1975 - 1979
Education
University of Baltimore 1973 — 1978
Chris Layeux's National Life of Vermont Experience 2002 - 2003
Job Director Advanced Sales at Voya Financial
Industry Insurance
Experience
Voya Financial April 2014 - Present
ING US August 2003 - April 2014
National Life of Vermont 2002 - 2003
Pacific Life 1998 - 2002
Marketing Strategy & Research 1993 - 1996
Skills
Premium Financing, Series 6, Series 63, Term Life Insurance, Universal Life, Marketing Strategy, Wealth Management, Public Speaking, Team Leadership, Retirement Planning, Estate Planning, Non-Qualified Deferred..., Team Building, Life Insurance, Securities registered..., Small Business, Disability Insurance, Employee Benefits, Insurance, Wealth, Retirement
Education
The American College 1999 — 2000
ChFC
The American College 1997 — 1999
CLU
Thomas College 1992 — 1994
MBA
Marquette University 1985 — 1988
BS, Business
Pepperdine University 1979 — 1982
Business
Voya Financial April 2014 - Present
ING US August 2003 - April 2014
National Life of Vermont 2002 - 2003
Pacific Life 1998 - 2002
Marketing Strategy & Research 1993 - 1996
Skills
Premium Financing, Series 6, Series 63, Term Life Insurance, Universal Life, Marketing Strategy, Wealth Management, Public Speaking, Team Leadership, Retirement Planning, Estate Planning, Non-Qualified Deferred..., Team Building, Life Insurance, Securities registered..., Small Business, Disability Insurance, Employee Benefits, Insurance, Wealth, Retirement
Education
The American College 1999 — 2000
ChFC
The American College 1997 — 1999
CLU
Thomas College 1992 — 1994
MBA
Marquette University 1985 — 1988
BS, Business
Pepperdine University 1979 — 1982
Business
Liz Shelton's National Life of Vermont Experience 1993 - 1999
Job Marketing
Industry Marketing and Advertising
Experience
Engineering Economics, Inc. 2005 - March 2014
Kayser Ventures Ltd 2002 - 2005
Brown Edwards 1999 - 2002
National Life of Vermont 1993 - 1999
Skills
Online Marketing, Marketing, Press Releases, Newsletters, Advertising, Trade Shows, Proposal Writing, Microsoft Office, Market Research, Marketing Communications, Management, Event Planning, Business Development
Education
Penn State University 1985 — 1990
BS, Hotel, Restaurant and Institutional Management
Engineering Economics, Inc. 2005 - March 2014
Kayser Ventures Ltd 2002 - 2005
Brown Edwards 1999 - 2002
National Life of Vermont 1993 - 1999
Skills
Online Marketing, Marketing, Press Releases, Newsletters, Advertising, Trade Shows, Proposal Writing, Microsoft Office, Market Research, Marketing Communications, Management, Event Planning, Business Development
Education
Penn State University 1985 — 1990
BS, Hotel, Restaurant and Institutional Management
Nicolau Sacaquini's National Life of Vermont Experience 1978 - Present
Job Financial Consultant at National Life of Vermont
Industry Financial Services
Experience
National Life of Vermont 1978 - Present
Medical Diagnostic Center 1990 - 2011
Skills
Small Business, Entrepreneurship, Coaching, Marketing Strategy, Financial Advisory, Networking
Education
University of North Florida 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of North Florida 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Universidade de São Paulo 1968 — 1972
Doctor of Law (JD), Law
National Life of Vermont 1978 - Present
Medical Diagnostic Center 1990 - 2011
Skills
Small Business, Entrepreneurship, Coaching, Marketing Strategy, Financial Advisory, Networking
Education
University of North Florida 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of North Florida 1976 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Universidade de São Paulo 1968 — 1972
Doctor of Law (JD), Law
Rod Kennedy's National Life of Vermont Experience 1989 - 1997
Job Private Wealth Management Retirement Advisor at SunTrust
Industry Financial Services
Experience
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
Galbraith Scott's National Life of Vermont Experience 1980 - 1997
Job Registered Principal at Crown Capital Securities, L.P.
Industry Investment Management
Experience
Crown Capital Securities, L.P. February 2009 - Present
Signator Advisory Group June 2006 - February 2009
National Life Group January 1980 - June 2006
National Life of Vermont 1980 - 1997
Skills
Investments, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Equities, Due Diligence, Valuation, Investment Management
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Marketing/Marketing Management, General
Crown Capital Securities, L.P. February 2009 - Present
Signator Advisory Group June 2006 - February 2009
National Life Group January 1980 - June 2006
National Life of Vermont 1980 - 1997
Skills
Investments, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Equities, Due Diligence, Valuation, Investment Management
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Marketing/Marketing Management, General
Ben Merrill's National Life of Vermont Experience 1997 - 2004
Job Account Executive at Kinney Pike Insurance
Industry Civic & Social Organization
Experience
Kinney Pike Insurance February 2013 - Present
Randolph Area Chamber of Commerce September 2011 - March 2013
National Life Group January 1996 - December 2004
National Life of Vermont 1997 - 2004
Skills
Writing, Public Relations, Strategic Planning, Copywriting, Marketing Communications, Insurance
Education
Gordon College 1980 — 1982
BA, English
Colby College 1978 — 1980
BA, English
Kinney Pike Insurance February 2013 - Present
Randolph Area Chamber of Commerce September 2011 - March 2013
National Life Group January 1996 - December 2004
National Life of Vermont 1997 - 2004
Skills
Writing, Public Relations, Strategic Planning, Copywriting, Marketing Communications, Insurance
Education
Gordon College 1980 — 1982
BA, English
Colby College 1978 — 1980
BA, English
John Skypeck's National Life of Vermont Experience 1999 - 2001
Job Senior Vice President at Bank of America
Industry Commercial Real Estate
Experience
Bank of America 2005 - Present
Travelers/Citigroup 2003 - 2005
National Life of Vermont 1999 - 2001
MassMutual/Babson 1996 - 1999
Aetna Realty 1980 - 1995
Skills
Real Estate, Loans, Real Estate Economics, Investments, Portfolio Management, Asset Management, Asset Managment, Underwriting, Credit
Education
Columbia University - Columbia Business School 1978 — 1980
masters, business
Rutgers University-New Brunswick 1973 — 1975
masters, city and regional planning
St. Lawrence University 1967 — 1971
BA, Sociology/Economics
Bank of America 2005 - Present
Travelers/Citigroup 2003 - 2005
National Life of Vermont 1999 - 2001
MassMutual/Babson 1996 - 1999
Aetna Realty 1980 - 1995
Skills
Real Estate, Loans, Real Estate Economics, Investments, Portfolio Management, Asset Management, Asset Managment, Underwriting, Credit
Education
Columbia University - Columbia Business School 1978 — 1980
masters, business
Rutgers University-New Brunswick 1973 — 1975
masters, city and regional planning
St. Lawrence University 1967 — 1971
BA, Sociology/Economics
Frank Gianneschi's National Life of Vermont Experience September 1984 - August 1987
Job Account Executive at Horizon Blue Cross and Blue Shield of NJ
Industry Insurance
Experience
Horizon Blue Cross and Blue Shield of NJ August 1987 - Present
Horizon Blue Cross Blue Shield 1987 - Present
Horizon Blue Cross Blue Shield of New Jersey 1987 - Present
National Life of Vermont September 1984 - August 1987
Washington National Insurance Company June 1979 - August 1984
Skills
Microsoft Office, Word, Excel, Power Point, Microsoft Excel, Microsoft Word, Account Management, Strategic Planning, Insurance, Healthcare, Managed Care, Customer Service, Health Insurance, Brokers, Life Insurance, Team Building, Medicare, Process Improvement, Sales, Vendor Management, Taft-Hartley, Health Savings Accounts, Data Analysis, Disability Insurance, Planning Budgeting &..., Claim, HMO, Leadership, Health Care Reform, Collective Bargaining, Underwriting, Group Insurance, Medicare Part D, Provider Relations, Self-funded, Renewals, Long-term Care, Healthcare Industry, Group Medical, Medicaid, Health Policy, COBRA, Disease Management, Pharmacy Benefit..., Term Life Insurance, Flexible Spending..., Employee Benefits, HIPAA, Benefits Administration, Claims Management, Workers Compensation, Property & Casualty...
Education
University of Pennsylvania 1984 — 1991
CEBS, Employee Benefits
Purdue University 1988 — 1989
CHC, Certified Health Consultant
Duquesne University 1973 — 1975
BS, Marketing
Horizon Blue Cross and Blue Shield of NJ August 1987 - Present
Horizon Blue Cross Blue Shield 1987 - Present
Horizon Blue Cross Blue Shield of New Jersey 1987 - Present
National Life of Vermont September 1984 - August 1987
Washington National Insurance Company June 1979 - August 1984
Skills
Microsoft Office, Word, Excel, Power Point, Microsoft Excel, Microsoft Word, Account Management, Strategic Planning, Insurance, Healthcare, Managed Care, Customer Service, Health Insurance, Brokers, Life Insurance, Team Building, Medicare, Process Improvement, Sales, Vendor Management, Taft-Hartley, Health Savings Accounts, Data Analysis, Disability Insurance, Planning Budgeting &..., Claim, HMO, Leadership, Health Care Reform, Collective Bargaining, Underwriting, Group Insurance, Medicare Part D, Provider Relations, Self-funded, Renewals, Long-term Care, Healthcare Industry, Group Medical, Medicaid, Health Policy, COBRA, Disease Management, Pharmacy Benefit..., Term Life Insurance, Flexible Spending..., Employee Benefits, HIPAA, Benefits Administration, Claims Management, Workers Compensation, Property & Casualty...
Education
University of Pennsylvania 1984 — 1991
CEBS, Employee Benefits
Purdue University 1988 — 1989
CHC, Certified Health Consultant
Duquesne University 1973 — 1975
BS, Marketing
Eric Kean's National Life of Vermont Experience 1993 - 1994
Job Founder of itsmorethanatextbook.com
Industry E-Learning
Experience
itsmorethanatextbook.com September 2012 - Present
Western Washington University September 2001 - Present
Western Washington University September 2002 - Present
MyAlgebraBook.com September 2011 - September 2013
Case Western Reserve University September 2000 - December 2000
Oberlin College January 2000 - June 2000
National Life of Vermont 1993 - 1994
Skills
Applied Mathematics, Mathematical Modeling, Statistics, LaTeX, Higher Education, Tutoring, University Teaching, R, College Teaching, Theory, Courses, Teaching, Lecturing, Distance Learning, Instructional Technology, E-Learning, Editing, Public Speaking, Curriculum Development
Education
Cornell University 1989 — 1993
BS, With Distinction, Statistics
John Carroll University 1998 — 2000
MS, Mathematics
Cleveland Institute of Music 1995 — 1998
Viola Performance
itsmorethanatextbook.com September 2012 - Present
Western Washington University September 2001 - Present
Western Washington University September 2002 - Present
MyAlgebraBook.com September 2011 - September 2013
Case Western Reserve University September 2000 - December 2000
Oberlin College January 2000 - June 2000
National Life of Vermont 1993 - 1994
Skills
Applied Mathematics, Mathematical Modeling, Statistics, LaTeX, Higher Education, Tutoring, University Teaching, R, College Teaching, Theory, Courses, Teaching, Lecturing, Distance Learning, Instructional Technology, E-Learning, Editing, Public Speaking, Curriculum Development
Education
Cornell University 1989 — 1993
BS, With Distinction, Statistics
John Carroll University 1998 — 2000
MS, Mathematics
Cleveland Institute of Music 1995 — 1998
Viola Performance
Norvin Kirkendall's National Life of Vermont Experience 1987 - 1998
Job President at SHAMROCK
Industry Insurance
Experience
SHAMROCK January 1987 - Present
National Life of Vermont 1987 - 1998
Target Stores 1982 - 1987
Skills
Strategic Planning, Insurance, Life Insurance, Team Building, Entrepreneurship, Management Consulting, Employee Benefits, Leadership
Education
Indiana University Bloomington 1974 — 1977
B.S., Business, Transportation
SHAMROCK January 1987 - Present
National Life of Vermont 1987 - 1998
Target Stores 1982 - 1987
Skills
Strategic Planning, Insurance, Life Insurance, Team Building, Entrepreneurship, Management Consulting, Employee Benefits, Leadership
Education
Indiana University Bloomington 1974 — 1977
B.S., Business, Transportation
Richard LaMarca's National Life of Vermont Experience June 1986 - April 1987
Job Experienced Human Resources Professional
Industry Government Administration
Experience
Town of Oyster Bay June 2012 - Present
New York Life Insurance Company April 2006 - September 2010
New York Life Insurance Company February 2003 - March 2006
New York Life Insurance Company December 2000 - January 2003
New York Life International September 1995 - December 2000
New York Life International January 1990 - August 1995
New York Life Insurance Company May 1987 - December 1989
National Life of Vermont June 1986 - April 1987
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Insurance, Financial Reporting, Risk Management, Budgets, Microsoft Excel, Finance, Banking, Financial Modeling, Accounting, Financial Services, Credit, Human Resources, Leadership, Employee Benefits, Management, Performance Management, Employee Relations
Education
Villanova University
Bachelor of Science (BS), Business Administration with a concentration in International Business
St. John's University
Master of Business Administration (MBA), Finance
Town of Oyster Bay June 2012 - Present
New York Life Insurance Company April 2006 - September 2010
New York Life Insurance Company February 2003 - March 2006
New York Life Insurance Company December 2000 - January 2003
New York Life International September 1995 - December 2000
New York Life International January 1990 - August 1995
New York Life Insurance Company May 1987 - December 1989
National Life of Vermont June 1986 - April 1987
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Insurance, Financial Reporting, Risk Management, Budgets, Microsoft Excel, Finance, Banking, Financial Modeling, Accounting, Financial Services, Credit, Human Resources, Leadership, Employee Benefits, Management, Performance Management, Employee Relations
Education
Villanova University
Bachelor of Science (BS), Business Administration with a concentration in International Business
St. John's University
Master of Business Administration (MBA), Finance
Grant Diamond's National Life of Vermont Experience 1982 - 2005
Job Financial Representative at MassMutual
Industry Insurance
Experience
MassMutual Financial Group 2014 - Present
Sumner Financial Group, LTD July 2008 - July 2014
MetLife 2005 - 2008
National Life of Vermont 1982 - 2005
Skills
Life Insurance, Health Insurance, Group Insurance, Mutual Funds, Strategic Financial..., Investment Management, Medicare Supplements, Fixed Annuities, Variable Annuities, Disability Insurance, Executive Benefit..., Insurance, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Small Business, Retirement Planning, Securities, 401k, Investments, Sales Management, Strategic Planning, Medicare, Claim, Brokers, Long-term Care, Retirement, Financial Planning
Education
Oregon State University
MassMutual Financial Group 2014 - Present
Sumner Financial Group, LTD July 2008 - July 2014
MetLife 2005 - 2008
National Life of Vermont 1982 - 2005
Skills
Life Insurance, Health Insurance, Group Insurance, Mutual Funds, Strategic Financial..., Investment Management, Medicare Supplements, Fixed Annuities, Variable Annuities, Disability Insurance, Executive Benefit..., Insurance, Long Term Care Insurance, Term Life Insurance, Employee Benefits, Small Business, Retirement Planning, Securities, 401k, Investments, Sales Management, Strategic Planning, Medicare, Claim, Brokers, Long-term Care, Retirement, Financial Planning
Education
Oregon State University
Deborah Gold, CRC's National Life of Vermont Experience August 1994 - February 2003
Job Senior Retirement Specialist at Nationwide Retirement Solutions
Industry Investment Management
Experience
Nationwide Retirement Solutions February 2003 - Present
Jewish Girls Retreat, Bat Mitzvah Club, Teen Leadership Club 2010 - 2013
Enterprising Womens Investment Club 1995 - 2005
National Life of Vermont August 1994 - February 2003
Leads Group 1994 - 2001
BPW - Business and Professional Women 1994 - 2000
Northwestern Mutual 1988 - 1994
Skills
Retirement Planning, Pensions, Investments, 401k, Retirement, Mutual Funds, Defined Benefit, Retirement Plan..., Profit Sharing, Series 63, Asset Allocation, IRAs, 457 Plans, Financial Services, Fixed Annuities, 401k Rollovers, Strategic Financial..., Employee Benefits, Estate Planning, Insurance, Leadership, Disability Insurance, Fundraising, Life Insurance, Public Speaking, Securities, Series 6, Customer Service, Sales, Wealth Management, Event Planning, Research, Health Insurance, Marketing, Portfolio Management, Teaching, Social Media, Financial Planning, Nonprofits, Community Outreach, Strategic Planning
Education
Niskayuna '86 1982 — 1986
State University of New York at Albany
Judaic Studies
Nationwide Retirement Solutions February 2003 - Present
Jewish Girls Retreat, Bat Mitzvah Club, Teen Leadership Club 2010 - 2013
Enterprising Womens Investment Club 1995 - 2005
National Life of Vermont August 1994 - February 2003
Leads Group 1994 - 2001
BPW - Business and Professional Women 1994 - 2000
Northwestern Mutual 1988 - 1994
Skills
Retirement Planning, Pensions, Investments, 401k, Retirement, Mutual Funds, Defined Benefit, Retirement Plan..., Profit Sharing, Series 63, Asset Allocation, IRAs, 457 Plans, Financial Services, Fixed Annuities, 401k Rollovers, Strategic Financial..., Employee Benefits, Estate Planning, Insurance, Leadership, Disability Insurance, Fundraising, Life Insurance, Public Speaking, Securities, Series 6, Customer Service, Sales, Wealth Management, Event Planning, Research, Health Insurance, Marketing, Portfolio Management, Teaching, Social Media, Financial Planning, Nonprofits, Community Outreach, Strategic Planning
Education
Niskayuna '86 1982 — 1986
State University of New York at Albany
Judaic Studies
joseph Zambri, CLU's National Life of Vermont Experience 1979 - 2005
Job Owner, Integre Brokerage
Industry Insurance
Experience
Integre Brokerage 1979 - Present
Comprehensive Planning Services December 1979 - August 2005
National Life of Vermont 1979 - 2005
Skills
Insurance, Annuities, Employee Benefits, Voice Over, Product Development, Long Term Care, Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Strategic Financial..., Small Business, Estate Tax Planning, Succession Planning
Education
St. John's University 1959 — 1963
Bachelor of Arts (B.A.), Economics
St. John's University New York 1958 — 1963
BA, Economics
Integre Brokerage 1979 - Present
Comprehensive Planning Services December 1979 - August 2005
National Life of Vermont 1979 - 2005
Skills
Insurance, Annuities, Employee Benefits, Voice Over, Product Development, Long Term Care, Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Strategic Financial..., Small Business, Estate Tax Planning, Succession Planning
Education
St. John's University 1959 — 1963
Bachelor of Arts (B.A.), Economics
St. John's University New York 1958 — 1963
BA, Economics
PETER H (PETE) CHINNOCK's National Life of Vermont Experience 1985 - 1987
Job Sr Associate at Penn Florida Realty Corp
Industry Real Estate
Experience
Penn-Florida Realty Corp. January 1989 - Present
Stiles Corp 1987 - 1989
National Life of Vermont 1985 - 1987
Skills
Real Estate Transactions, Investment Properties, Real Estate Development, Due Diligence, Valuation, Real Estate, Commercial Real Estate, Leases, Asset Management, Brokerage, Property Management, Dispositions, Real Estate Economics, Corporate Real Estate, Location Intelligence, Tenant, Disposition
Education
University of Arizona
ARCHITECTURE, CHEMICAL ENGINEERING
Penn-Florida Realty Corp. January 1989 - Present
Stiles Corp 1987 - 1989
National Life of Vermont 1985 - 1987
Skills
Real Estate Transactions, Investment Properties, Real Estate Development, Due Diligence, Valuation, Real Estate, Commercial Real Estate, Leases, Asset Management, Brokerage, Property Management, Dispositions, Real Estate Economics, Corporate Real Estate, Location Intelligence, Tenant, Disposition
Education
University of Arizona
ARCHITECTURE, CHEMICAL ENGINEERING
John W Minor, III's National Life of Vermont Experience January 1982 - July 1999
Job Atlanta General AgentRetired
Industry Insurance
Experience
National Financial Atlanta 1993 - 2003
National Life Insurance Company January 1982 - July 1999
National Life of Vermont January 1982 - July 1999
Skills
Insurance, Strategic Planning, Customer Service
Education
University of Alabama 1963 — 1967
BS Commerce & Business Administration, Marketing / Accounting
National Financial Atlanta 1993 - 2003
National Life Insurance Company January 1982 - July 1999
National Life of Vermont January 1982 - July 1999
Skills
Insurance, Strategic Planning, Customer Service
Education
University of Alabama 1963 — 1967
BS Commerce & Business Administration, Marketing / Accounting