One Resource Group
Address: 13548 Zubrick Rd, Roanoke, IN 46783 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–7PMThursday8AM–7PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–7PMTuesday8AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (260) 423-6161 People also search for: Zubrick Road, 46783, Ash Brokerage Corporation, Ash Brokerage: : : : : Category: Website: : Place name: Website: http://www.orgcorp.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of One Resource Group Posting publicly on the Web Write a review Reviews"Awesome service from the consultant team as well as the case management team." "Great place to work!" "Owner is a fantastic man!" View all Google reviews
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One Resource Group Employees
Ash Brokerage September 2013 - Present
One Resource Group 2005 - August 2013
Education
Indiana University—Purdue University Fort Wayne 2001 — 2005
Bachelor's degree, Organizational Leadership and Supervision
Ash Brokerage November 2007 - Present
One Resource Group April 2005 - October 2007
MassMutual Financial Group July 2001 - October 2004
Education
Tidewater Community College
Associate's degree, Paralegal
Bayside High School
One Resource Group
Skills
Term Life Insurance, Long-term Care, Fixed Annuities, Team Building, Insurance, Marketing, Sales, Life Insurance, Disability Insurance, Microsoft Excel, New Business Development, Microsoft Office, Strategic Planning, Small Business, Customer Service, Brokers, Long Term Care Insurance, Underwriting, Retirement Planning, Whole Life
Education
Indiana University-Purdue University at Fort Wayne 1987 — 1991
Bachelor of Applied Science (BASc), Business
Carroll High School
Lincoln Financial Group 2011 - Present
One Resource Group 2007 - 2010
One Resource Group 2007 - 2007
One Resource Group 2006 - 2007
One Resource Group 2005 - 2006
Artistic Media Partners 2003 - 2004
Lincoln Financial Group 2001 - 2003
Lincoln Financial Group 1997 - 2001
Lincoln Financial Group 1996 - 1997
Lincoln Financial Group 1992 - 1996
Skills
Business Analysis, Requirements Gathering, Data Mapping, User Acceptance Testing, Business Requirements, Functional..., Requirements Analysis, Insurance, Access, Documentation, Customer Relations, Test Planning, Problem Solving, Customer Service, Software Documentation, Analysis, Quality Assurance, System Administration, Process Improvement, Risk Management, Team Leadership, Data Analysis, Life Insurance, Leadership, Training, Management, Project Management, Underwriting
Education
Purdue University 1985 — 1989
Bachelor of Science & Associate in Applied Science, Personnel Management & Operations Management
Voya Financial August 2015 - Present
One Resource Group 2014 - August 2015
One Resource Group 2012 - 2014
Skills
Strategic Planning, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Insurance, Marketing, Leadership, Public Speaking, Data Analysis, Team Leadership, Sales, Risk Management, Fixed Annuities, Life Insurance
Education
Indiana University Bloomington 2006 — 2011
Discovery Enterprise March 2004 - Present
Covenant Dove - Ark Hospice August 2014 - May 2015
University of South Carolina 2011 - May 2015
J&R Realty January 2012 - April 2015
Behavioral Health Services of Pickens August 2013 - May 2014
Altru Clean, LLC. March 2012 - May 2014
Exit Upstate Realty 2011 - 2012
Discovery Design Benefits August 2009 - February 2011
SCORE 2010 - 2011
One Resource Group 2009 - 2010
Skills
Health Insurance, Real Estate, Small Business, Insurance, Marketing, Public Speaking, Customer Service, Sales Management, Sales, Team Building, Negotiation, Selling, New Business Development, Account Management, Strategic Planning, Marketing Strategy, Short Sales, Residential Homes, Direct Sales, Budgets, Program Management, Nonprofits, Leadership, Strategy, Management, Training, Coaching, Analysis, Social Networking, Business Planning, Time Management, Employee Benefits, Entrepreneurship, Fundraising, Leadership Development, Referrals, Contract Negotiation, Real Estate Transactions, Sellers, Event Planning, Administration, Relocation, Customer Satisfaction, Foreclosures, Public Relations, Healthcare, Recruiting, Social Media Marketing, Investors, Customer Retention
Education
University of South Carolina-Columbia 2012 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work, 3.0
College of Charleston 1993 — 1996
BS, Busines Administration
Self-employed March 2013 - Present
Seeing Angels Through 2013 - Present
One Resource Group 2010 - 2011
Verizon Wireless 2005 - 2007
Skills
Entertainment, Event Management, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Project Management, Management, Strategic Planning, Marketing, Microsoft Word
Education
Midlands Technical College 2014 — 2016
Accounting
Benedict College
Business Administration and Management, General
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Ash Brokerage June 2015 - Present
Ash Brokerage January 2011 - May 2015
One Resource Group July 2005 - November 2010
Skills
Underwriting, Medical Terminology, Medical Underwriting, Risk Assessment, Term Life Insurance, Life Insurance, Permanent Life Insurance, Medical Conditions, Medical Records, Medical Review, Whole Life, Employee Benefits, Insurance, Brokers, Sales, Management, Customer Service, Disability Insurance, Financial Planning, Retirement Planning, Analysis, Retirement
Education
Ball State University 1997 — 2000
Schlemmer Farms April 2014 - Present
One Resource Group December 2012 - April 2014
Bruce Ewing Landscaping March 2010 - December 2012
LML Estate Manamgement April 1997 - March 2010
UPS September 2000 - February 2006
Skills
Customer Service, Insurance, Leadership, Public Speaking, Sales, Training, Coaching, Long-term Care, Disability Insurance, Leadership Development, Employee Training, Team Building, Team Leadership, Marketing, Sales Management, Account Management, Life Insurance, Communication
Education
Ivy Tech Community College 1998 — 2002
Associate's degree, Business Administration and Management, General
Ash Brokerage March 2015 - Present
Ash Brokerage January 2009 - March 2015
Ash Brokerage January 2008 - December 2008
Ash Brokerage June 2007 - December 2007
Ash Brokerage June 2006 - June 2007
One Resource Group 2003 - 2006
New York Life Insurance Company 2002 - 2003
Skills
Disability Insurance, Fixed Annuities, Long Term Care Insurance, Underwriting, Life Insurnace, Life Insurance Case..., Relationship Management, Term Life Insurance, Financial Services, Long-term Care, Retirement, Insurance, Life Insurance, Retirement Planning, Financial Advisory, Universal Life, Whole Life
Education
Indiana University-Purdue University at Fort Wayne 1997 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
One Resource Group March 2014 - Present
JPMorgan Chase December 2013 - March 2014
Innovative Insurance Partners, LLC. October 2011 - September 2013
One Resource Group November 2010 - October 2012
VALIC 2009 - 2010
Farmers Insurance 2003 - March 2008
State Farm Agent 1999 - 2003
Skills
Insurance, General Insurance, IRA's, Retirement, Retirement Planning, 401k, Annuity, Financial Planning, Accident, Series 7, Mutual Funds, Casualty, Brokers, Liability, New Business Development, Agents, Financial Advisory, Annuities, Estate Planning, Term Life Insurance, Fixed Annuities, Pensions, Workers Compensation, Whole Life, Health Insurance, Commercial Insurance, IRAs, Sales, Disability Insurance, Life Insurance, Medicare, Financial Services, Underwriting, Long-term Care, Universal Life, Long Term Care Insurance, Investments, Business Development, Strategic Financial..., Training, Critical Illness, Marketing, Roth IRA, Employee Benefits, Series 63, Wealth Management, Insurance Brokerage, Wealth, Legal Liability, Finance
Education
University of Northern Colorado 1983 — 1989
BSBA, Bus. Admin / Marketing
Series 7, 63
One Resource Group 2003 - Present
Grey Goose Golf Club May 2000 - December 2002
Decatur Auto Supply 1992 - 2000
Skills
Underwriting, Disability Insurance, Insurance, Life Insurance, Fixed Annuities
Education
Indiana University-Purdue University at Fort Wayne 1979 — 1983
BS, Marketing
Swiss Re August 2015 - Present
Medical Protective December 2011 - June 2015
Ash Brokerage September 2009 - October 2011
One Resource Group February 2004 - September 2009
Enterprise Rent-A-Car March 2003 - February 2004
Skills
Customer Service, Insurance, Term Life Insurance, Underwriting, Disability Insurance, Management, Sales, Life Insurance, Microsoft Office, Leadership, Volunteering, Volunteer Recruiting, Analysis, Business Analysis
Education
Indiana Wesleyan University 2012 — 2014
Bachelor of Science (BS), Business Information Systems
Indiana University-Purdue University at Fort Wayne 1997 — 2003
BA, Communication
Northrop 1992 — 1996
High School
State of Indiana Life Insurance
Innovative Insurance Partners LLC October 2012 - Present
One Resource Group September 2002 - October 2012
Ash Brokerage July 1994 - September 2002
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Marketing, Retirement Planning, General Insurance, Sales, Underwriting, Long-term Care, Health Insurance, Whole Life, Retirement, Medicare, Brokers, Universal Life, Long Term Care Insurance
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Marketing/Marketing Management, General, 16
Hallmark Home Mortgage, LLC April 2013 - Present
Innovative Insurance Partners,LLC November 2012 - April 2013
One Resource Group April 2007 - October 2012
Waterfield Mortgage September 2000 - June 2006
Skills
Annuity Sales, Insurance, Fixed Annuities, Loans, Life Insurance, Underwriting, Term Life Insurance, Disability Insurance, Retirement, Estate Planning, Retirement Planning, Series 6, Health Insurance, Mutual Funds, 401k, Whole Life, Long Term Care Insurance, Strategic Financial..., Series 7, Series 63, Financial Planners, Brokers, Long-term Care
Education
Ivy Tech Community College 2001 — 2003
Associate's degree, Accounting
IPFW 1994 — 2001
Associates Degree, Accounting
Advisors' Academy January 2014 - Present
Heitz Financial & Coaching January 2002 - Present
Ash Brokerage August 2007 - May 2012
Heitz Financial December 1994 - September 2007
One Resource Group January 2004 - January 2005
NLP Chicago 2001 - 2002
CORE Group USA January 2001 - December 2001
Ash Brokerage January 1996 - December 2000
Chicago Mercantile Exchange September 1984 - October 1994
Skills
Sales Process, Leadership Development, Coaching, Selling Skills, Sales Presentations, Life Insurance, Team Leadership, Personal Development, Public Speaking, Strategy, Marketing, Training, Sales, Leadership, Insurance, Financial Services, Financial Advisory, Business Planning, Estate Planning, Long-term Care, Fixed Annuities, Financial Planners, Business Development
Education
University of Kentucky 1979 — 1984
Bachelor’s Degree, Business Administration
CoachU 1998 — 2000
Hamilton 1975 — 1979
The DeHayes Group October 2011 - Present
One Resource Group August 2005 - September 2010
K & K Insurance 1999 - 2005
Education
Indiana University-Purdue University Fort Wayne (IPFW) 1993 — 1995
Associate's Degree, Organizational Leadership
Bellmont High School 1988 — 1992
High School, General Studies
Garton Pate Financial Advisors October 2014 - Present
One Resource Group October 2013 - July 2014
Northwestern Mutual May 2010 - September 2013
Fruition Industries January 2011 - June 2012
Solid Rock, LLC January 2008 - January 2010
Skills
Finance, Social Networking, Collaborative Problem..., Professional..., Securities, Financial Services, Youth Mentoring, Communication Skills, Project Planning, Life Insurance, Strategic Financial..., Team Leadership, Sports Coaching, Creativity, Ice Hockey, Long Term Care Insurance, Disability Insurance, Series 6, Series 63, Variable Annuities, Annuity Sales, Financial Planning, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Sales, Microsoft Excel, Customer Service, Leadership, Communication
Education
Indiana University Bloomington 2007 — 2011
Bachelor's, Management, Small Business Management, Entrepreneurship, Marketing
Invest Financial Corporation November 2011 - Present
CUNA Mutual Group June 2010 - November 2011
One Resource Group January 1991 - July 2010
Skills
Registered Financial..., Insurance, Financial Services, Finance, Securities, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Tax, Fixed Annuities, Strategic Financial..., Policy, Investments, Series 63, Investment Advisory, Asset Allocation, Financial Advisory, Portfolio Management, Estate Planning, Management
Education
University of St Francis-Busse School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Marketing
Indiana State University - Scott College of Business 1986 — 1988
BS, Finance, Business Administration
Indiana State University-School of Liberal Arts 1986 — 1988
Bachelor’s Degree, Economics
Purdue University 1975 — 1976
Electrical and Electronics Engineering
Indiana State University 1974 — 1975
Electrical, Electronic and Communications Engineering Technology/Technician
South Dakota School of Mines and Technology 1972 — 1973
General Studies
Black Hills State University 1971 — 1972
General Studies
One Resource Group May 2011 - Present
New York Life Insurance Company 2010 - November 2011
Verizon November 1997 - August 2009
Education
Indiana University-Northwest
BA, Organizational Communication
Vera Bradley February 2012 - Present
One Resource Group January 2010 - February 2012
Ash Brokerage September 2000 - December 2009
Skills
Web Development, Microsoft SQL Server, Business Analysis, SQL, HTML, Insurance, CSS, PHP, MySQL, Java, Flex PLM, SAP, SAP Netweaver, Workday, SAP Portal, Linux, Apache, Tomcat, Eclipse, JavaScript, J2EE Application..., JSP development, Salesforce.com, OOP, Web Services, E-commerce, jQuery, XML, XSLT, MVC, Integration Development
Education
Ivy Tech Community College 2000 — 2003
Associate’s Degree, Computer Programming, 4.0
Lincoln Financial Group April 2014 - Present
Walgreens November 2002 - March 2015
One Resource Group 2012 - 2014
Skills
Customer Service, Leadership, Team Building, Management, Project Management, Microsoft Excel, Sales, Process Improvement, Business Analysis
Education
Indiana University—Purdue University Fort Wayne 2006 — 2012
Organizational Leadership & Supervision, Organizational Leadership
Medical Protective April 2015 - Present
One Resource Group January 2014 - March 2015
Skills
Marketing, Leadership, Sales, Customer Service, Social Networking, Insurance, Teamwork, Microsoft Office, Social Media Marketing, Coaching, Management, CRM, Social Media, Entrepreneurship, Time Management, Photoshop, Strategic Planning, Community Outreach, Marketing Research, Advertising, Critical Thinking, Sales Management, Market Research, Account Management
Education
University of Saint Francis 2015 — 2016
Masters of Business Administration, Management, MBA Student
University of Saint Francis 2013 — 2015
Bachelor's Degree, Business Administration and Management, Senior
Ball State University 2011 — 2013
Pre-Business
Huntington North High School 2007 — 2011
Indiana core 40 diploma
One Resource Group September 2015 - Present
PNC August 2014 - August 2015
PNC July 2013 - July 2014
PNC May 2013 - June 2013
Southwestern Company May 2012 - August 2012
Allen County War Memorial Coliseum January 2009 - May 2009
Sycamore Hills Country Club April 2005 - May 2009
Skills
Customer Service, Sales, Marketing
Education
Indiana University Bloomington 2009 — 2012
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. October 2014 - March 2015
One Resource Group 2010 - October 2014
Jackson 2006 - 2010
Ash Brokerage 2005 - 2006
MassMutual Financial Group 1999 - 2005
Skills
Business Operations, Sales, Management, Marketing, Negotiation, Sales Management, Strategic Planning, Team Leadership, Training, Marketing Strategy, Market Research, Coaching, Business Strategy, Leadership, Entrepreneurship, New Business Development, Sales Operations, Strategy, Public Speaking, Leadership Development, Budgets, Contract Negotiation, Customer Retention, B2B, Recruiting, Business Development, Time Management, Team Building, Strategic-thinking..., Excellent organization..., Develops..., Cultivates and supports..., Expert in Strategic..., Highly-energized..., Revitalized..., Managed..., Possesses consummate..., Developed and..., Functions extremely..., Sales Presentations, Cold Calling, Income Statement, Selling, Forecasting, Sales Process, Small Business, Strategic Partnerships, Business Planning, Direct Sales
Education
Indiana University Bloomington 1986 — 1990
BS
South Side High School 1983 — 1986
High School, High School
FINRA Registered Representative
Swiss Re April 2015 - Present
Lincoln Financial Group March 2014 - April 2015
Lincoln Financial Group January 2012 - March 2014
Medical Protective January 2010 - January 2012
Best Buy March 2007 - March 2010
Engineering Systems Consultants October 2008 - December 2009
One Resource Group April 2006 - March 2007
Skills
Insurance, Business Analysis, Risk Management, Underwriting, Microsoft Excel, Customer Service, Project Management, Microsoft Office, Financial Analysis, Leadership, Process Improvement, Software Documentation, VBA, SQL, Morningstar, Data Analysis, Brokers, Outlook, Analysis, PowerPoint
Education
Indiana University-Purdue University at Fort Wayne 2005 — 2009
Bachelor's, Finance
Kam Construction June 2014 - Present
State of Indiana December 2012 - May 2013
M Squared Improvements Inc. July 2011 - December 2011
One Resource Group May 2011 - July 2011
Master Spas June 2010 - July 2010
Best Buy November 2007 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, HTML (Functional), Microsoft Office, Public Speaking, Leadership, Time Management, Social Networking, Teamwork, Contractors, Sales, Management
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (BS), Public Financial Management, 3.3/4.00
Indiana University-Purdue University Fort Wayne (IPFW) 2009 — 2010
Finance, General, 3.75/4.00
One Resource Group January 2005 - Present
Genworth Financial 2003 - 2005
Wells Fargo Bank April 2002 - October 2003
Centennial Wireless February 2000 - March 2002
American Electric Power September 1976 - February 2000
Skills
Insurance, Retirement Planning, Underwriting, Employee Benefits, Strategic Financial..., Sales Management, Sales, Customer Service, Public Speaking, New Business Development, Risk Management, Team Building, Financial Analysis, Process Improvement, Customer Satisfaction, Long Term Care Insurance, Leadership
Education
Indiana Wesleyan University 1987 — 1989
MS Management, Business Administration and Management, General
Indiana University—Purdue University Fort Wayne 1970 — 1975
BA, Sociology
Bishop Luers
One Resource Group June 2015 - Present
Skills
Insurance, Life Insurance, Small Business, Sales, Leadership, Fixed Annuities, Retirement, Management, Marketing, Selling, Disability Insurance, Long-term Care
Education
Philadelphia University 1980 — 1984
Bachelor's Degree, Business, Management, Marketing, and Computer Science
Plymouth Whitemarsh High School 1978 — 1980
Lincoln Financial Advisors August 2014 - Present
Lincoln Financial Group August 2012 - August 2014
One Resource Group June 2004 - August 2012
Lincoln Financial Group February 2000 - May 2004
Lincoln Financial Advisors November 1997 - February 2000
Lincoln Financial Group November 1996 - October 1997
Lincoln Financial Group May 1996 - November 1996
Lincoln Financial Group October 1993 - May 1996
Lincoln Financial Group September 1989 - October 1993
Lincoln Foodservice Products January 1986 - September 1989
Skills
Series 6, Series 7, Series 24, Series 63, Insurance, Administration, Compliance, Agents, Business Relationship..., FINRA, Customer Relations, Customer Service, Marketing Communications, Procedure Development, Project Management, Product Knowledge, Multi-Task Oriented, Problem Solving, Critical Thinking, Training & Development, Client Relationship..., Underwriting, Microsoft Office, Business Objects, Proprietary Insurance..., Laptop Utilization, 401k, Qualified Retirement..., DST, Life & Health Insurance..., CRM, Employee Training, Term Life Insurance, Life Insurance, Training, System Administration, Customer Satisfaction, Disability Insurance, Banking
Education
Indiana Wesleyan University 1997 — 1999
Master of Business Administration (MBA), Business
Indiana Wesleyan University 1994 — 1996
Bachelor of Science (BS), Business
International Business College 1984 — 1985
Associate in Accounting (AAS), Accounting
One Resource Group August 2007 - Present
New York Life Insurance Company August 2005 - December 2006
Skills
Long Term Care, Term Life Insurance, Insurance, Annuities, Estate Planning, Disability Insurance, Agents, Retirement, Retirement Planning, Medicare Supplements, Brokers, Financial Planning, Underwriting, New Business Development, Long-term Care, Wealth Management, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Whole Life, Group Insurance, Universal Life
Education
Indiana University—Purdue University Fort Wayne 2000 — 2005
Organizational Leadership and Supervision, Business
Mishawaka High School
Ash Brokerage October 2014 - Present
Ash Brokerage February 2013 - October 2014
One Resource Group March 2008 - October 2011
Skills
Insurance, Term Life Insurance, Life Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Whole Life, Sales Commissions, Relationship Management, Carrier Relationship..., Insurance Brokerage, Customer Service, Financial Planning, Retirement, Estate Planning, Retirement Planning, Sales, Underwriting
Education
Indiana University—Purdue University Fort Wayne 1995 — 1999
Bachelor of Science (B.S.), Sociology/Business Administration and Management, General
Ivy Tech Community College-Northeast
Bachelor's degree, Accounting
Insource July 2015 - Present
One Resource Group October 2014 - July 2015
NACFC July 2013 - October 2014
Financial Services November 2009 - October 2014
Everence Financial November 2009 - October 2014
Skills
Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Asset Management, Portfolio Management, Financial Advisory, Equities, Investment Advisory, Insurance, Financial Services, Asset Allocation
Education
Purdue University
The Medicare Insurance Store August 2012 - Present
One Resource Group August 2010 - June 2012
Univers Workplace Benefits 2010 - 2011
Lincoln Investment Planning March 1994 - October 2008
Phoenix Life Insurance Company 1985 - 1989
Phoenix Life Insurance Company 1985 - 1989
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Estate Planning, Employee Benefits, Insurance, Long-term Care, Retirement Planning, Health Insurance, Customer Service, Retirement, Long Term Care Insurance, Finance, Financial Planning, Whole Life, 401k, Small Business, Sales
Education
Monmouth University 1980 — 1984
B.S., Business
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
One Resource Group October 2012 - Present
One Resource Group May 2011 - October 2012
Legacy Marketing Partners June 2009 - September 2009
Skills
Marketing, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Universal Life, Product Development, Brokers, Data Analysis, Volunteer Management, CRM, Social Networking, Disability Insurance, Whole Life, Long Term Care Insurance, Long-term Care, Financial Services, Leadership, Investments, Financial Planning, Management, Sales
Education
Indiana University—Purdue University Fort Wayne 2004 — 2008
BA, General Studies
Bradfield College 1999 — 2004
A Levels, Economics, Politics
One Resource Group February 2013 - Present
Buchanan Hauling and Rigging March 2011 - February 2013
Professional Tax & Accounting LP 2010 - 2010
NALWorldwide, LLC 2003 - 2009
Do it Best Corp. 1999 - 2002
Lincoln Financial Group 1976 - 1998
Skills
Accounting
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2011
Paralegal Certification
Indiana University Bloomington
BA, English w/minor in Library Science
Epic Financial Corporation January 2000 - Present
One Resource Group January 2000 - Present
Ameriprise Financial Services, Inc. 2006 - 2008
First Variable Life January 1998 - January 2001
National Brokerage Associates, Inc. January 2000 - January 2000
BISYS Insurance Services January 2000 - January 2000
National Life Group January 2000 - January 2000
ING 1996 - 1998
Fortis Investments 1992 - 1996
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Commercial Pilot,..., Microsoft Excel, Life Insurance, Microsoft Word, Strategic Planning, Process Improvement, Strategic Financial..., Management, Fixed Annuities, Marketing Strategy, Leadership, Sales, Insurance, Marketing, Budgets, Start-ups, Mergers & Acquisitions, Sales Operations, Finance, Entrepreneurship, Executive Management
Education
Pacific University
BS, Business Management
Convergys October 2013 - Present
CON-WAY FREIGHT September 2011 - April 2013
One Resource Group January 2010 - September 2011
Stride Rite Corp September 2008 - October 2009
Team Quality Services May 2007 - September 2008
SUNFIELD INC November 2006 - May 2007
KPMG, LLP September 2003 - November 2006
United States Air Force April 1980 - July 2003
Skills
Employee Benefits, Payroll, Onboarding, Employee Relations, Human Resources, Performance Management, Strategic Planning, Recruiting, Training, HR Policies, Benefits Administration, Deferred Compensation, Talent Acquisition, HRIS, Interviews, Employment Law, Temporary Placement, Personnel Management, New Hire Orientations, Leadership, FMLA, Management, Succession Planning, Employee Engagement, Labor Relations, Talent Management, Applicant Tracking..., College Recruiting, Workforce Planning, Hiring, Employee Handbooks, Affirmative Action, Organizational..., Taleo, Employee Training, Union Avoidance, EEOC, Technical Recruiting, PeopleSoft, HR Consulting, Sourcing, Conflict Resolution
Education
Indiana Wesleyan University 2009 — 2011
M.S.M, Human Resource Management
Park University
B.S, Management/Human Resources
One Resource Group April 2006 - October 2012
Ash Brokerage June 2001 - April 2006
Lincoln Financial Group January 1996 - June 2001
Lincoln Financial Group January 1994 - January 1996
Skills
Long-term Care, Term Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Health Insurance, Retirement Planning, Underwriting, Brokers, Retirement, Estate Planning, Strategic Financial..., Medicare, Agents
Education
Indiana Wesleyan University 2006 — 2007
Associate's degree, Business, Management, Marketing, and Related Support Services
One Resource Group February 2010 - Present
Stride September 2008 - September 2009
Education
Indiana Wesleyan University 2009 — 2011
Master of Science, Human Resource Management
Indiana Wesleyan University
Master of Science, Human Resource Management
One Resource Group July 2004 - Present
Skills
New Business Development, Insurance, Marketing Strategy, Sales, Strategic Planning, Underwriting
Education
Nebraska Wesleyan University 1992 — 1997
Bachelor's degree, Political Science and Government
One Resource Group January 2010 - Present
One Resouce Group 2010 - Present
Education
Indiana University Bloomington
One Resource Group May 2015 - Present
Western & Southern Financial Group May 2014 - May 2015
Aflac 2007 - 2011
Skills
Customer Service, Leadership, Management, Marketing, New Business Development, Public Speaking, Sales, Sales Management, Small Business, Team Building, Property, Insurance, Real Estate, Referrals, Fixed Annuities, Term Life Insurance, Life Insurance, Health Insurance, Negotiation
Education
Ivy Tech Community College 2014 — 2015
Tecnical Certificate, Human Resources Management and Services
Ivy Tech Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.2
Ivy Tech Community College-Northeast 2012 — 2014
Associate of Science (A.S.), business
Innovative Insurance Partners, LLC October 2012 - Present
The Leaders Group Inc. Member FINRA January 2008 - Present
One Resource Group July 2002 - October 2012
Ash Brokerage 1998 - 2002
Skills
Long Term Care, Insurance, Term Life Insurance, Disability Insurance, Medicare Supplements, Life Insurance, Fixed Annuities, Brokers, Insurance Brokerage, Whole Life, Medicare, 401k, Series 6, Universal Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Strategic Financial..., Long-term Care, Retirement, Underwriting, Series 63, Financial Planners, Mutual Funds, IRAs, Critical Illness, Series 7, Wealth, Life & Health Insurance..., Estate Planning, Financial Advisory, 401k Rollovers, Variable Annuities, Indexed Annuities, Wealth Management, Pensions, Investment Advisory, FINRA, Small Business, Key Person Insurance, Financial Services, Wealth Accumulation, Buy-sell Agreements, Roth IRA, Personal Financial..., Permanent Life Insurance, Guaranteed Lifetime..., Financial Goals, Group Insurance, Executive Benefit...
Education
Indiana University-Purdue University at Fort Wayne 1987 — 1989
BS, Accounting, Economics
Olivet Nazarene University 1985 — 1987
BS, Accounting, Economics
One Resource Group October 2012 - Present
Kernel Coladas Gourmet Popcorn January 2012 - January 2013
Eel River Golf Course May 2009 - October 2012
Skills
Sales, Account Management, Cold Calling, Customer Service, Insurance, Marketing, Sales Management, Life Insurance, Direct Sales, New Business Development, Sales Presentations, Customer Retention, Sales Process, Selling, Sales Operations, Fixed Annuities, Underwriting, Strategic Planning
Education
Ball State University
Sport and Fitness Administration/Management
One Resource Group August 2008 - Present
Candos Insurance Agency 2002 - 2008
Education
Moraine Valley Community College