OneAmerica Securities
Description
Address: 1 American Sq, Indianapolis, IN 46206 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 249-6269: : Place name: : : : Website: : Category: Website: https://www.oneamerica.com/ Category: Financial Planner 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 questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of OneAmerica Securities Posting publicly on the Web Write a review Reviews 1 Google review
OneAmerica Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OneAmerica Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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OneAmerica Securities Employees
Employee
Years
Job
Industry
Carey Yukich Carey Yukich's OneAmerica Securities Experience July 2003 - Present
Job Wealth Manager at TrueWealth Advising Group
Industry Financial Services
Experience
TrueWealth Advising Group July 2014 - Present
OneAmerica Securities July 2003 - Present
Airey Finanical Group July 2003 - July 2014
Prudential Financial July 2001 - July 2003
The Times of Northwest Indiana July 1998 - July 2001
Education
Northwestern University 1989 — 1993
Bachelor of Science in Education and Social Policy, Education and Social Policy
Central Missouri State University 1993 — 1994
Athletic Administration
TrueWealth Advising Group July 2014 - Present
OneAmerica Securities July 2003 - Present
Airey Finanical Group July 2003 - July 2014
Prudential Financial July 2001 - July 2003
The Times of Northwest Indiana July 1998 - July 2001
Education
Northwestern University 1989 — 1993
Bachelor of Science in Education and Social Policy, Education and Social Policy
Central Missouri State University 1993 — 1994
Athletic Administration
Dana Harness Dana Harness's OneAmerica Securities Experience 2006 - 2007
Job Web Designer/Developer at Harness Design Indy
Industry Graphic Design
Experience
Shield Shell, LLC October 2010 - Present
Adam Harness Design, LLC May 2008 - Present
OneAmerica Securities 2006 - 2007
Williams Law Office 2003 - 2003
Skills
CSS, HTML, PHP, Microsoft Office, Adobe Fireworks, Graphic Design, Web Design, Customer Service, Social Media Marketing, Word, PowerPoint, Excel, Marketing Materials, Brochures, Illustrator, Social Networking, Direct Mail, InDesign, Outlook, Blogging, Facebook, Opencart, WordPress, Logo Design, Adobe Creative Suite, Corporate Branding, Web Development, E-commerce, Web Project Management, Packaging, Website Development, Creative Direction, Programming
Education
Butler University 2000 — 2004
BS, Economics
Sycamore High School 1995 — 2000
Shield Shell, LLC October 2010 - Present
Adam Harness Design, LLC May 2008 - Present
OneAmerica Securities 2006 - 2007
Williams Law Office 2003 - 2003
Skills
CSS, HTML, PHP, Microsoft Office, Adobe Fireworks, Graphic Design, Web Design, Customer Service, Social Media Marketing, Word, PowerPoint, Excel, Marketing Materials, Brochures, Illustrator, Social Networking, Direct Mail, InDesign, Outlook, Blogging, Facebook, Opencart, WordPress, Logo Design, Adobe Creative Suite, Corporate Branding, Web Development, E-commerce, Web Project Management, Packaging, Website Development, Creative Direction, Programming
Education
Butler University 2000 — 2004
BS, Economics
Sycamore High School 1995 — 2000
George Gatzunis George Gatzunis's OneAmerica Securities Experience February 2012 - Present
Job Financial Representative at The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC February 2012 - Present
OneAmerica Securities February 2012 - Present
People's United Bank June 2006 - February 2011
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Economics
Marlborough High School 2001 — 2006
Diploma
The Moody Street Group, LLC February 2012 - Present
OneAmerica Securities February 2012 - Present
People's United Bank June 2006 - February 2011
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Economics
Marlborough High School 2001 — 2006
Diploma
Brian Cobian Brian Cobian's OneAmerica Securities Experience December 2011 - Present
Job Financial Advisor at OneAmerica Securities, Inc.
Industry Financial Services
Experience
OneAmerica Securities December 2011 - Present
Aerospace/Defense Industry September 2005 - January 2014
Education
University of Southern California 2001 — 2005
BA, Economics
OneAmerica Securities December 2011 - Present
Aerospace/Defense Industry September 2005 - January 2014
Education
University of Southern California 2001 — 2005
BA, Economics
Davina Merrell's OneAmerica Securities Experience December 2014 - Present
Job Sales Development Manager at OneAmerica Securities
Industry Financial Services
Experience
OneAmerica Securities December 2014 - Present
David A. Noyes & Co. May 1999 - November 2014
Northwestern Mutual 1996 - 1999
Skills
Alternative Investments, Investments, Investment Banking, Series 7, Securities, Wealth Management, Investment Advisory, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Private Equity, Uniform Combined State..., Strategic Financial..., Series 63, FINRA, Investment Management, Financial Analysis, Fixed Income, Financial Planning
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Mathematical Science
OneAmerica Securities December 2014 - Present
David A. Noyes & Co. May 1999 - November 2014
Northwestern Mutual 1996 - 1999
Skills
Alternative Investments, Investments, Investment Banking, Series 7, Securities, Wealth Management, Investment Advisory, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Private Equity, Uniform Combined State..., Strategic Financial..., Series 63, FINRA, Investment Management, Financial Analysis, Fixed Income, Financial Planning
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Mathematical Science
Matt Fleetwood, CLU, ChFC's OneAmerica Securities Experience December 2011 - Present
Job Vice President, Director of Sales & Business Development at OneAmerica Securities
Industry Financial Services
Experience
OneAmerica Securities December 2011 - Present
OneAmerica Securities May 2008 - December 2011
Education
Indiana University Bloomington 1995 — 1999
Bachelor, Finance
OneAmerica Securities December 2011 - Present
OneAmerica Securities May 2008 - December 2011
Education
Indiana University Bloomington 1995 — 1999
Bachelor, Finance
Kevin E. Baldwin, CLU, ChFC, CAP Kevin E. Baldwin, CLU, ChFC, CAP's OneAmerica Securities Experience 2010 - Present
Job Managing Partner at B&L Financial Architects
Industry Financial Services
Experience
OneAmerica Securities 2010 - Present
B&L Financial Architects, LLC 2009 - Present
MassMutual June 2001 - September 2009
Aetna Life 1994 - 2001
Penn Mutual 1975 - 1992
Education
University of Connecticut 1970 — 1981
BS, History and Political Science
OneAmerica Securities 2010 - Present
B&L Financial Architects, LLC 2009 - Present
MassMutual June 2001 - September 2009
Aetna Life 1994 - 2001
Penn Mutual 1975 - 1992
Education
University of Connecticut 1970 — 1981
BS, History and Political Science
Ken Martinelli Ken Martinelli's OneAmerica Securities Experience April 2010 - June 2014
Job Consultant
Industry Financial Services
Experience
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
William Connors, Jr. William Connors, Jr.'s OneAmerica Securities Experience February 2010 - June 2011
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
Tracy L Jones Tracy L Jones's OneAmerica Securities Experience August 2014 - Present
Job President of Ernest J. Jones Assoc., Inc.
Industry Financial Services
Experience
OneAmerica Securities August 2014 - Present
Ernest J Jones Assoc Inc January 2000 - Present
Education
Arizona State University 1994 — 1998
Vocal Performance, Music
Arizona State University 1994 — 1997
Bachelor of Arts (BA), Music Performance, General
OneAmerica Securities August 2014 - Present
Ernest J Jones Assoc Inc January 2000 - Present
Education
Arizona State University 1994 — 1998
Vocal Performance, Music
Arizona State University 1994 — 1997
Bachelor of Arts (BA), Music Performance, General
Scott Brent Financial Advisor MDRT LUTCF's OneAmerica Securities Experience 2012 - Present
Job Helping Clients to Grow and Protect Their Wealth Using Various Insurance and Investment Products
Industry Investment Management
Experience
True Wealth Advising Group September 2014 - Present
OneAmerica Securities 2012 - Present
Aviva plc 2008 - 2011
MetLife 2006 - 2008
Prudential Financial September 1997 - September 2005
Skills
Financial Planning, Insurance Planning, Annuities, Risk Management, Sales Management, Ethics, Marketing Communications, Strategic Financial..., Fixed Annuities, Investments, 401k, Mutual Funds, Financial Planners, Retirement, Financial Services, Insurance, Wealth Management, Life Insurance, Financial Advisory, Finance, Investment Advisory, Credit, Retirement Planning, Investment Strategies, Pensions, Series 6, Series 7, IRAs, Asset Allocation, Critical Illness, Wealth, Mortgage Lending, Disability Insurance, Income Protection, Banking, Personal Financial..., Portfolio Management, Relationship Management, Securities, Investment Management, Bonds, Wealth Management..., Employee Benefits, Asset Management, Alternative Investments, Series 63, High Net Worth..., Variable Annuities, Personal Finance, Wealth Accumulation
Education
Purdue University Calumet 1990 — 1997
Bachelors Degree
Bishop Noll Institute 1988 — 1989
Mt. Carmel High School 1986 — 1987
True Wealth Advising Group September 2014 - Present
OneAmerica Securities 2012 - Present
Aviva plc 2008 - 2011
MetLife 2006 - 2008
Prudential Financial September 1997 - September 2005
Skills
Financial Planning, Insurance Planning, Annuities, Risk Management, Sales Management, Ethics, Marketing Communications, Strategic Financial..., Fixed Annuities, Investments, 401k, Mutual Funds, Financial Planners, Retirement, Financial Services, Insurance, Wealth Management, Life Insurance, Financial Advisory, Finance, Investment Advisory, Credit, Retirement Planning, Investment Strategies, Pensions, Series 6, Series 7, IRAs, Asset Allocation, Critical Illness, Wealth, Mortgage Lending, Disability Insurance, Income Protection, Banking, Personal Financial..., Portfolio Management, Relationship Management, Securities, Investment Management, Bonds, Wealth Management..., Employee Benefits, Asset Management, Alternative Investments, Series 63, High Net Worth..., Variable Annuities, Personal Finance, Wealth Accumulation
Education
Purdue University Calumet 1990 — 1997
Bachelors Degree
Bishop Noll Institute 1988 — 1989
Mt. Carmel High School 1986 — 1987
Christopher Shockley, CFP®'s OneAmerica Securities Experience February 2005 - April 2012
Job Financial Advisor and Financial Services Representative
Industry Financial Services
Experience
Financial Partners Group April 2012 - Present
OneAmerica Securities February 2005 - April 2012
Skills
Finance, Series 7, Retirement Planning, Securities, Investment Strategies, Investment Advisory..., Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Finance, Kelley School of Business
University of Georgia - Terry College of Business 2009 — 2010
The Executive Program for Financial Planning Certification
HSE
Financial Partners Group April 2012 - Present
OneAmerica Securities February 2005 - April 2012
Skills
Finance, Series 7, Retirement Planning, Securities, Investment Strategies, Investment Advisory..., Financial Analysis
Education
Indiana University Bloomington 2000 — 2004
Finance, Kelley School of Business
University of Georgia - Terry College of Business 2009 — 2010
The Executive Program for Financial Planning Certification
HSE
Russell Winchester, AIF's OneAmerica Securities Experience 2004 - 2009
Job Vice President, Retirement Partners at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2011 - Present
Retirement Clearinghouse March 2009 - September 2011
OneAmerica Securities 2004 - 2009
MassMutual 2002 - 2004
Guardian Life January 1998 - December 2002
Skills
Strategy, 401k, Sales Management, Leadership, Management, Vendor Management, Sales Operations, Business Planning, Cross-functional Team..., Operations Management, Executive Management, Resource Management, B2B, Fly Fishing
Education
Westfield State University
Bachelor's Degree
Assumption College
Worcester Academy
High School
LPL Financial November 2011 - Present
Retirement Clearinghouse March 2009 - September 2011
OneAmerica Securities 2004 - 2009
MassMutual 2002 - 2004
Guardian Life January 1998 - December 2002
Skills
Strategy, 401k, Sales Management, Leadership, Management, Vendor Management, Sales Operations, Business Planning, Cross-functional Team..., Operations Management, Executive Management, Resource Management, B2B, Fly Fishing
Education
Westfield State University
Bachelor's Degree
Assumption College
Worcester Academy
High School
Tony Smart's OneAmerica Securities Experience April 2008 - Present
Job Vice President, Business Technology Director
Industry Financial Services
Experience
OneAmerica Securities April 2008 - Present
OneAmerica Securities, Inc. April 2006 - April 2008
Heritage Advisory Group November 2000 - September 2004
Skills
Securities, Sales, New Business Development, Series 7, Mutual Funds, Series 63, Retirement Planning, Financial Services, Investments, Insurance, FINRA
Education
DePauw University 1980 — 1984
BA, Economics
OneAmerica Securities April 2008 - Present
OneAmerica Securities, Inc. April 2006 - April 2008
Heritage Advisory Group November 2000 - September 2004
Skills
Securities, Sales, New Business Development, Series 7, Mutual Funds, Series 63, Retirement Planning, Financial Services, Investments, Insurance, FINRA
Education
DePauw University 1980 — 1984
BA, Economics
Jeri Okamura's OneAmerica Securities Experience February 2015 - Present
Job Passionate Financial Services Professional helping individuals, families, and small business owners.
Industry Financial Services
Experience
OneAmerica Securities February 2015 - Present
NYLIFE Securities LLC August 2012 - December 2014
New York Life Insurance Company May 2012 - December 2014
Stars Edge International 2004 - 2013
Active Endpoints 2008 - 2010
Real Solutions 2003 - 2008
Coldwell Banker and William Raveis 2002 - 2006
Several start-up software companies 1980 - 2001
Skills
Small Business, 401(k) Rollovers, Retirement Planning, Estate Planning, Asset Protection, Annuity Sales, Insurance, Investments, Gifting Strategies, Legacies, Key Person Protection, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Succession Planning, Thought Leadership, Wealth Preservation..., Retirement
Education
Massachusetts Institute of Technology
Bachelor of Science (SB), Molecular Biology and Russian
Punahou School
Simmons Graduate School of Management
MBA program
OneAmerica Securities February 2015 - Present
NYLIFE Securities LLC August 2012 - December 2014
New York Life Insurance Company May 2012 - December 2014
Stars Edge International 2004 - 2013
Active Endpoints 2008 - 2010
Real Solutions 2003 - 2008
Coldwell Banker and William Raveis 2002 - 2006
Several start-up software companies 1980 - 2001
Skills
Small Business, 401(k) Rollovers, Retirement Planning, Estate Planning, Asset Protection, Annuity Sales, Insurance, Investments, Gifting Strategies, Legacies, Key Person Protection, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Succession Planning, Thought Leadership, Wealth Preservation..., Retirement
Education
Massachusetts Institute of Technology
Bachelor of Science (SB), Molecular Biology and Russian
Punahou School
Simmons Graduate School of Management
MBA program
Gary Doodlesack's OneAmerica Securities Experience August 2012 - Present
Job Registered Representative at OneAmerica Securities
Industry Financial Services
Experience
The Moody Street Group, LLC August 2012 - Present
OneAmerica Securities August 2012 - Present
Gary A Doodlesack January 2011 - August 2012
New England Financial April 2004 - January 2011
Mitsubishi Electronics, America February 1987 - April 2003
Education
Boston University - School of Management 1985 — 1987
MBA
Brown University 1979 — 1981
MSEE, Solar Energy Power Generation, Semiconductor Physics and Circuit Design
Brown University 1975 — 1979
ScB, Physics
The Moody Street Group, LLC August 2012 - Present
OneAmerica Securities August 2012 - Present
Gary A Doodlesack January 2011 - August 2012
New England Financial April 2004 - January 2011
Mitsubishi Electronics, America February 1987 - April 2003
Education
Boston University - School of Management 1985 — 1987
MBA
Brown University 1979 — 1981
MSEE, Solar Energy Power Generation, Semiconductor Physics and Circuit Design
Brown University 1975 — 1979
ScB, Physics
Shawn McGuire, CFP®'s OneAmerica Securities Experience November 2002 - August 2003
Job President and owner at Clarus Financial Group
Industry Financial Services
Experience
Clarus Financial Group April 2007 - Present
WM Financial Services June 2005 - April 2007
Investment Professionals, Inc. September 2003 - October 2004
Oneamerica Securities November 2002 - August 2003
SertaA 2000 - 2001
Education
The University of Georgia 1997 — 2000
B.A., Speech Communication
Clarus Financial Group April 2007 - Present
WM Financial Services June 2005 - April 2007
Investment Professionals, Inc. September 2003 - October 2004
Oneamerica Securities November 2002 - August 2003
SertaA 2000 - 2001
Education
The University of Georgia 1997 — 2000
B.A., Speech Communication
Bryan Hartley's OneAmerica Securities Experience May 2008 - Present
Job Mgr. OAS Comp & Acctg at OneAmerica Securities
Industry Accounting
Experience
OneAmerica Securities May 2008 - Present
Education
Indiana Institute of Technology 2002 — 2007
Bachelor, Accounting
OneAmerica Securities May 2008 - Present
Education
Indiana Institute of Technology 2002 — 2007
Bachelor, Accounting
Peggy Bennett's OneAmerica Securities Experience July 2006 - March 2009
Job Principal Regulatory Coordinator at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2011 - Present
ALLTIMATE CONSULTING & TRAINING SERVICES, INC March 2008 - March 2011
Alltimate Compliance & Training Services 2004 - March 2011
OneAmerica Securities July 2006 - March 2009
ONEAMERICA SECURITIES, INC July 2006 - March 2009
BISYS Fund Services August 2005 - July 2006
NATIONWIDE SECURITIES INC January 2001 - January 2004
LINCOLN NATIONAL CORPORATION January 1988 - January 2001
Lincoln National January 1996 - January 2000
Lincoln National Corp January 1993 - January 1996
Skills
Financial Risk, Risk Management, FINRA, Leadership, AML, Finance, Training, Change Management, Investments, Management, Investment Advisory, Securities, Business Planning, Mutual Funds, Strategic Planning, Software Documentation, Start-ups, Budgets, Financial Services, Internal Controls, Internal Audit, Auditing, Policy, Fixed Annuities, Marketing, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Business Adm.
Indiana Wesleyan University
B.S, Business Administration
University of Notre Dame
MBA
Financial Industry Regulatory Authority (FINRA) March 2011 - Present
ALLTIMATE CONSULTING & TRAINING SERVICES, INC March 2008 - March 2011
Alltimate Compliance & Training Services 2004 - March 2011
OneAmerica Securities July 2006 - March 2009
ONEAMERICA SECURITIES, INC July 2006 - March 2009
BISYS Fund Services August 2005 - July 2006
NATIONWIDE SECURITIES INC January 2001 - January 2004
LINCOLN NATIONAL CORPORATION January 1988 - January 2001
Lincoln National January 1996 - January 2000
Lincoln National Corp January 1993 - January 1996
Skills
Financial Risk, Risk Management, FINRA, Leadership, AML, Finance, Training, Change Management, Investments, Management, Investment Advisory, Securities, Business Planning, Mutual Funds, Strategic Planning, Software Documentation, Start-ups, Budgets, Financial Services, Internal Controls, Internal Audit, Auditing, Policy, Fixed Annuities, Marketing, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA, Business Adm.
Indiana Wesleyan University
B.S, Business Administration
University of Notre Dame
MBA
J. Burt's OneAmerica Securities Experience January 2013 - May 2015
Job Financial Advisor at Heartland Bank & Trust/LPL Financial
Industry Insurance
Experience
Heartland Bank & Trust/LPL Financial May 2015 - Present
J. Burt & Associates March 1990 - Present
J. Burt & Associates March 1990 - Present
OneAmerica Securities January 2013 - May 2015
North Central Regional Bettterment Coalition 2009 - 2014
Rotary 2008 - 2009
IVAC Ambassadors 1996 - 1997
Education
American College 1997 — 2001
CLU, ChFC, CLTC, Chartered Life Underwriter, Chartered Financial Consultant
Southern Illinois University, Carbondale 1978 — 1982
BS, Radio-TV, Political Science
Glenbard West 1974 — 1978
Heartland Bank & Trust/LPL Financial May 2015 - Present
J. Burt & Associates March 1990 - Present
J. Burt & Associates March 1990 - Present
OneAmerica Securities January 2013 - May 2015
North Central Regional Bettterment Coalition 2009 - 2014
Rotary 2008 - 2009
IVAC Ambassadors 1996 - 1997
Education
American College 1997 — 2001
CLU, ChFC, CLTC, Chartered Life Underwriter, Chartered Financial Consultant
Southern Illinois University, Carbondale 1978 — 1982
BS, Radio-TV, Political Science
Glenbard West 1974 — 1978
Kris Galenski's OneAmerica Securities Experience June 2009 - August 2015
Job President JM Financial
Industry Financial Services
Experience
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
Kenneth Beals's OneAmerica Securities Experience May 2009 - February 2013
Job Registered Representative with The Carillon Group Securities offered through Signator Investors, Inc
Industry Financial Services
Experience
The Carillon Group Financial Services ProfessionalAnchor Financial Group/a General Agency with the companies of OneAmericaFebruary 2013 - May 2014
Oneamerica Securities May 2009 - February 2013
VALIC October 1998 - September 2008
MassMutual Financial Group 1993 - 1996
Education
Plymouth State University 1972 — 1974
BS, physical education
Dean College 1969 — 1971
AS, physical education
The Carillon Group Financial Services ProfessionalAnchor Financial Group/a General Agency with the companies of OneAmericaFebruary 2013 - May 2014
Oneamerica Securities May 2009 - February 2013
VALIC October 1998 - September 2008
MassMutual Financial Group 1993 - 1996
Education
Plymouth State University 1972 — 1974
BS, physical education
Dean College 1969 — 1971
AS, physical education
Kristine Perrotti's OneAmerica Securities Experience September 2012 - March 2014
Job Customer Service Representative at U.S. Department of the Treasury
Industry Accounting
Experience
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77