New England Financial, A MetLife Company
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New England Financial, A MetLife Company Employees
Hillyard Financial January 2012 - Present
HF Financial (Mass Mutual General Agency) January 2011 - December 2011
New England Financial, A MetLife Company 2003 - 2011
Skills
Retirement Planning, Investments, Fixed Annuities, Strategic Financial..., Retirement, Disability Insurance, Mutual Funds, Life Insurance, Insurance, Series 63
Education
University of Maryland College Park
Bachelor of Science (B.S.)
AXA Advisors January 2014 - Present
New England Financial, a MetLife company December 2011 - December 2013
Ameriprise Financial May 2007 - December 2011
Education
University of North Carolina at Charlotte 1982 — 1987
BA, Business Administration
MetLife Premier Client Group of the Midwest, An Office of MetLife 2012 - Present
New England Financial, A MetLife Company 2002 - 2012
Sunset Financial Services 1998 - 2002
Skills
Leadership, Management, Investments, Securities, Investment Advisory, Life Insurance, Insurance
Education
University of Missouri-Kansas City
Bachelor's Degree, Economics
MetLife May 2013 - March 2015
Premier Wealth Group, An Office of MetLife September 2007 - May 2013
New England Financial, A MetLife Company July 2006 - September 2007
Wm. French Buyers Real Estate Services September 2004 - March 2006
Dillards January 1998 - August 2002
Skills
Brand Management, Event Planning, Fixed Annuities, Insurance, Life Insurance, New Business Development, Sales, Long-term Care, Relationship Management, Sales Management, Small Business, Account Management, Retirement Planning, Marketing
Education
University of Kentucky 2002 — 2004
MBA, Business, Marketing
University of Kentucky 1993 — 1997
BA, Journalism, Communications
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
MetLife Premier Client Group of Michigan, an Office of MetLife January 2014 - Present
New England Financial, a MetLife Company 2004 - 2013
Letterwinners Mclub 2000 - 2010
AACC 1991 - 2010
New England Financial May 2000 - September 2004
New England Financial, a MetLife Company April 1990 - August 2000
Ernest and Julio Gallo Winery April 1989 - May 1990
Skills
Leadership, Insurance, CRM, Management, Retirement Planning, Employee Benefits, Investments, Training, Risk Management, Recruiting, Financial Services, Retirement, Sales, Finance, Small Business, Coaching, Entrepreneurship, Life Insurance, Portfolio Management, Selling, Fixed Annuities, Fundraising, Sales Process, Mutual Funds, Wealth Management, Disability Insurance, Negotiation, Project Planning, Human Resources, Mentoring, 401k
Education
University of Michigan 1984 — 1989
BA, MARKETING AND COMMUNICATION
University of Michigan 1984 — 1989
Bachelor's degree, sports management and communications
CoreNorth Capital Planning August 2014 - Present
New England Financial, A MetLife Company August 2004 - August 2014
Skills
Investments, Finance, Securities, Financial Services, Retirement Planning, CRM, Mutual Funds, Financial Planning, Wealth Management, Retirement
Education
University of Missouri-Columbia
Bachelor’s Degree, Bachelor's of Finance and Bachelor's of Real Estate Investment
June-Neri Financial October 2012 - Present
Pharos Capital Managment July 2010 - October 2012
New England Financial, A MetLife Company September 2006 - May 2010
Principal Financial Group August 2005 - August 2006
Carolina Hurricanes September 1997 - May 2006
Skills
401k Rollovers, Roth IRA, Licensed Life Insurance..., Group Benefit Plans, Disability Insurance, Long Term Care Insurance, Insurance, Long-term Care, Employee Benefits, 401k, Sales, Retirement Planning, Life Insurance, Strategic Financial..., Fixed Annuities
Education
University of North Carolina at Greensboro 1998 — 2002
BA, Business Administration w/ Marketing
Leesville High School