Partners Advantage Insurance Services, LLC

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Partners Advantage Insurance Services, LLC Employees

Employee
Years
Job
Industry
James Wong James Wong Greater Los Angeles Area Details
James Wong's Partners Advantage Insurance Services, LLC Experience June 2013 - Present
Job President at Partners Advantage Insurance Services, LLC
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   June 2013 - Present
Partners Advantage Insurance Services  January 2010 - May 2013
Partners Advantage Insurance Services, LLC   September 2008 - December 2009
Loyalty Performance Marketing   2004 - 2006

Skills
Marketing, Leadership, Sales, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Underwriting, Long-term Care, Retirement, Estate Planning, Health Insurance, Employee Benefits, Universal Life, Wealth Management, Property & Casualty..., Investments, Casualty, Strategic Financial..., Legal Liability, Financial Planners, Long Term Care Insurance, Whole Life, Variable Annuities, IRAs, Insurance Brokerage, Brokers, 401k, Financial Advisory, Pensions, Series 63, Health Savings Accounts, Series 6, Small Business

Education
University of California, San Diego   1998 — 2002
BA, Economics

Troy High School   1994 — 1998

Sandi Clifford Sandi Clifford Henderson, Nevada Details
Sandi Clifford's Partners Advantage Insurance Services, LLC Experience March 2011 - September 2012
Job Partners Henderson
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   March 2011 - September 2012

Skills
Underwriting, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning

Education
SFSU

Lisa Lee Morris Lisa Lee Morris Austin, Texas Area Details
Lisa Lee Morris's Partners Advantage Insurance Services, LLC Experience March 2013 - Present
Job Vice President, Underwriting and Development at Partners Advantage
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   March 2013 - Present
Brokerage Engineers Advisory Group   October 2011 - March 2013
Partners Financial   June 2007 - September 2011
AXA Equitable  May 2005 - June 2007
Transamerica Life Insurance Company  January 2003 - April 2005
North American Company for Life and Health Insurance  January 2000 - January 2003
Celtic Life Insurance Co   March 1997 - January 2000

Skills
Medical Underwriting, Training Delivery, Business Process..., Paramedical Services, Medical Records..., Life Insurance..., Public Speaking, Medical Case Management, Mortality Assessment..., Underwriting, Life Insurance, Fixed Annuities, Strategic Planning, Management Consulting, Brokers, Team Building, Insurance, Management, Financial Services, Reinsurance, Health Insurance, Financial Risk, Wealth Management, Risk Management, General Insurance

Education
Grambling State University   1987 — 1991
Bachelor of Science (B.S.), Accounting-Cum Laude

Nathan Bergeland Nathan Bergeland Eden Prairie, Minnesota Details
Nathan Bergeland's Partners Advantage Insurance Services, LLC Experience 2007 - Present
Job CEO at SuccessQuest International, LLC
Industry Computer Software
Experience
SuccessQuest International LLC   January 2011 - Present
Securities America, Inc.   August 2009 - Present
Partners Advantage Insurance Services, LLC   2007 - Present
USAdvisors Network Insurance Agency   January 2006 - Present
USAdvisors Network, LLC   January 1984 - Present
Financial Network Investment Corp.  January 1991 - July 2009
Waddell and Reed  January 1981 - December 1984

Skills
Referral Networking, Business Development..., Brokerage/Insurance..., Securities, Banking, Mergers, Retirement Planning, Financial Planning, Strategic Financial..., Consulting, Business Development

Education
College for Financial Planning   1987 — 1993
MS, Financial Planning

St. Olaf College   1976 — 1980
BA, Economics

Elizabeth Gallina Elizabeth Gallina Greater Los Angeles Area Details
Elizabeth Gallina's Partners Advantage Insurance Services, LLC Experience March 2012 - June 2015
Job Consumer Goods Professional
Industry Consumer Goods
Experience
Mountain View Surgery Center   July 2015 - Present
Partners Advantage Insurance Services, LLC   March 2012 - June 2015

Skills
Customer Service, Strategic Planning, Product Development, Microsoft Office, Microsoft Excel, Project Management, New Business Development

Education
Crafton Hills College   2012 — 2016

Kelechi Anuforo Kelechi Anuforo Greater Los Angeles Area Details
Kelechi Anuforo's Partners Advantage Insurance Services, LLC Experience June 2011 - Present
Job Software Engineer at NexusHQ
Industry Education Management
Experience
NexusHQ   December 2013 - Present
Partners Advantage Insurance Services, LLC   June 2011 - Present
Partners Advantage Insurance Services, LLC   June 2011 - June 2013
California State University San Bernardino  January 2011 - June 2013
Partners Advantage Insurance Services, LLC   2011 - December 2012
California State University San Bernardino  June 2009 - June 2011

Skills
Consulting, Project Management, Databases, XML, Training, Programming, Linux, Eclipse, SQL, Unix, System Administration, Networking, Python, Subversion, C++, JavaScript, Business Analysis, Software Development, Perl, Java, Software Engineering, Ruby on Rails, Objective-C, jQuery, jQuery UI, jQuery Mobile, JSON, Microsoft SQL Server, SQL Azure, Sybase SQL Anywhere, MySQL, MySQLi, Oracle, SSMA, software architect, Software Quality..., Computer Science, Xilinx ISE, Web Design, Computer Graphics Design, Database Design, Data Mining, Data Warehousing, Ruby, UX technologies, Simulations, iOS development, Android Development, Mobile Applications, Mobile Technology

Education
California State University San Bernardino   2008 — 2013
Master's Degree, Computer Science and Engineering

Federal University of Technology Minna   2002 — 2006
Bachelor of Technology (B.Tech.), Mathematics and Computer Science

William H, (Bill) Jackson J.D. William H, (Bill) Jackson J.D. Orange County, California Area Details
William H, (Bill) Jackson J.D.'s Partners Advantage Insurance Services, LLC Experience July 2014 - Present
Job Sr. Advanced Markets Consultant at Partners Advantage
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   July 2014 - Present
GuidePoint Global  October 2012 - Present
Sun Life Financial (US)Alumni   September 2011 - March 2012
AIG-Sunamerica  January 1996 - July 1998
AIG-Sunamerica  January 1995 - January 1996
AIG-Sunamerica  July 1991 - January 1995
USF&G Corporation  May 1990 - July 1991
IDS/American Express  January 1985 - January 1988
IDS/American Express  January 1977 - January 1985
Aetna Life & Casualty  January 1976 - January 1977

Skills
Field Management, Wholesaling, Annuities, Mutual Funds, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Publishing, Charitable Trusts, Qualified Plans, Fixed Annuities, Insurance, Pensions, Financial Planners

Education
University of Kansas School of Law
Juris Doctorate, Law, Estates, Tax, Accounting

California State University-Long Beach
Bachelor of Arts, Anthropology

Renate Ruby DeRuiter Renate Ruby DeRuiter Orange County, California Area Details
Renate Ruby DeRuiter's Partners Advantage Insurance Services, LLC Experience March 2012 - Present
Job Covered California Certified Insurance Agent, CC CIA
Industry Insurance
Experience
Covered California  October 2013 - Present
Partners Advantage Insurance Services, LLC   March 2012 - Present
Health Plans 4 Less   March 2012 - September 2013
Aflac  2011 - April 2012
PBS SoCal  2011 - 2011
Garden Grove Unified School District  1991 - 2011

Skills
Life & Health Insurance..., Retirement Savings, Preexisting Condition..., Health Insurance, Disability Insurance, Small Business, Life Insurance, Coaching, Term Life Insurance, Employee Benefits, Fixed Annuities, Leadership, Microsoft Office, Long-term Care, Networking, Great communications..., Sales, Retirement, Training, Investments, Marketing, Recruiting, Management, Time Management, Risk Management, Retirement Planning, Personal Finance, Property & Casualty..., Workers Compensation, Wealth, Accident

Education
Cal State Fullerton   2009 — 2011
Masters of Science, Information Technology

California State University-Long Beach
Bachelor of Arts, Liberal Studies / Geological Studies

Niki Dorn Niki Dorn Orange County, California Area Details
Niki Dorn's Partners Advantage Insurance Services, LLC Experience May 2009 - February 2011
Job Experienced Marketing Consultant
Industry Marketing and Advertising
Experience
Partners Advantage Insurance Services, LLC   May 2009 - February 2011
Northern Arizona University  January 2008 - December 2008
Southern California Desert Retina Consultants   October 2006 - October 2007

Education
Northern Arizona University-The W. A. Franke College of Business   2007 — 2008
Business

Gary Eckebrecht Gary Eckebrecht Orange County, California Area Details
Gary Eckebrecht's Partners Advantage Insurance Services, LLC Experience June 2014 - June 2015
Job Vice President | Regional Insurance Consultant | Comerica Securities
Industry Financial Services
Experience
Comerica Securities Inc   September 2015 - Present
Partners Advantage Insurance Services, LLC   June 2014 - June 2015
The Annuity Store   November 2013 - June 2014
Thrive Income Distribution Systems   July 2010 - September 2013
Prudential Annuities  January 2003 - May 2008
Prudential Investments  June 1992 - June 2001

Skills
Business Development, Leadership, Investments, Fixed Annuities, Retirement, Mutual Funds, Management, Sales, Financial Services, Sales Management, Marketing, Account Management, Insurance, Strategic Planning, Marketing Strategy, Recruiting, Financial Advisory, Coaching, Variable Annuities, Market Planning, Retirement Planning, Life Insurance, Financial Planning, Long-term Care, Finance, Wealth Management, Investment Management, Portfolio Management

Education
Northern Arizona University
BSBA, Business - Finance

Hayven W. Dunn Hayven W. Dunn Provo, Utah Area Details
Hayven W. Dunn's Partners Advantage Insurance Services, LLC Experience 2010 - 2014
Job Owner / Agent
Industry Insurance
Experience
Dixie Financial Planning & Insurance   June 2006 - Present
HW Dunn Financial   June 1979 - Present
United Health Care  January 2013 - Present
Partners Advantage Insurance Services, LLC   2010 - 2014

Skills
Retirement Planning, Medicare, Insurance, Health Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Financial Planners, Disability Insurance, Life Insurance, Customer Service

Education
Brigham Young University   1992 — 1996
MPA, Public Adm

Southern Utah University   1982 — 1984
B.S., Business Mgt/Bus Ed

Dixie State University   1979 — 1981
A.S., General Ed/Marketing

Dixie College   1975 — 1979
A.S., General Ed & Marketing

Ron Shah Ron Shah Riverside, California Details
Ron Shah's Partners Advantage Insurance Services, LLC Experience July 2010 - Present
Job Executive Management
Industry Online Media
Experience
Partners Advantage Insurance Services, LLC   July 2010 - Present
Proof of Life Media, LLC   April 2009 - Present
BarTag   March 2009 - Present
Elecore Architectural Accents   April 2003 - September 2009

Skills
Strategic Planning, Sales, Customer Service, Insurance, Mobile Applications, Health Insurance, Disability Insurance, Life Insurance, Project Planning, Strategic Financial..., Team Building, System Administration, Business Development, Financial Analysis, Public Speaking, Small Business, Microsoft Office, Fixed Annuities, Recruiting, Project Management, Term Life Insurance, Active Directory, Coaching, Employee Benefits, Security, Troubleshooting, Microsoft Excel, Product Development, Investments, Retirement, Underwriting, Social Media, Leadership Development, Marketing, Retirement Planning

Education
Chapman University   2007 — 2009
BA, Business Management - Organizational Leadership

Greg Olson Greg Olson West Palm Beach, Florida Area Details
Greg Olson's Partners Advantage Insurance Services, LLC Experience July 2013 - October 2013
Job Vice President at Optima Financial & Insurance Services
Industry Insurance
Experience
Optima Financial & Insurance Services   November 2013 - Present
Partners Advantage Insurance Services, LLC   July 2013 - October 2013
Partners Advantage Insurance Services, LLC   August 2011 - July 2013
Partners Advantage Insurance Services, LLC   May 2006 - August 2011

Skills
Life Insurance, Underwriting, Fixed Annuities, Insurance, Term Life Insurance, Retirement, Brokers, Universal Life, Property & Casualty..., Disability Insurance, Long-term Care, Health Insurance, Employee Benefits, Retirement Planning, 401k, Estate Planning, Whole Life, Strategic Financial..., Series 63, Long Term Care Insurance, Wealth Management, Series 6, Financial Advisory, Pensions, Financial Planners, Investments, Small Business, Financial Planning

Education
North Dakota State University   2001 — 2006
BS, Marketing

Bruce Wing Bruce Wing Alpharetta, Georgia Details
Bruce Wing's Partners Advantage Insurance Services, LLC Experience January 2011 - March 2012
Job President Strategic Wealth, LLC
Industry Financial Services
Experience
Strategic Wealth, LLC   1994 - Present
Partners Advantage Insurance Services, LLC   January 2011 - March 2012
Old Mutual  February 2008 - December 2010
Transamerica Reinsurance  2005 - 2008
Jackson National Life  2004 - 2005
AEGON  2001 - 2004
Transamerica Insurance and Investment Group (Aegon USA)   1997 - 2001

Skills
Insurance, Wealth Management, Life Insurance, Leadership, Financial Advisory, Sales Management, Wealth, Team Building, Securities, Retirement Planning, Strategy, Retirement, Management Consulting, Disability Insurance, Financial Planners, 401k, Long-term Care, Product Development, Investments, Estate Planning, Employee Benefits, Strategic Financial..., IRAs, Sales, Qualified Retirement..., Non-Qualified Deferred..., Investment Management, Portfolio Management, Investment Advisory, Plannning, Tax, Mutual Funds, Cash Flow, Exit Strategies, Annuity, Exit Planning, Succession Planning, Legacy Planning, Tax Reduction Strategies, Cash Flow Strategies, Management, Financial Services, Strategic Planning, Marketing, Risk Management, Finance

Education
Piedmont College   1993 — 1995
BA, Business/Finance

Darren Silverman Darren Silverman Boca Raton, Florida Details
Darren Silverman's Partners Advantage Insurance Services, LLC Experience July 2012 - March 2013
Job Self
Industry Marketing and Advertising
Experience
self  June 2012 - Present
Self  May 2003 - June 2013
Partners Advantage Insurance Services, LLC   July 2012 - March 2013
Lexington Mutual Agency   June 2012 - March 2013

Skills
Lead Generation, Online Advertising, Marketing Strategy, Direct Marketing, Email Marketing, New Business Development, Advertising, Marketing, PPC, Social Media Marketing, Online Marketing, SEO, Insurance, B2B, Life Insurance, Media Buying, Universal Life, Database Marketing, Business Planning, Debt Settlement, B2B Marketing, Web Marketing, CRM, Direct Mail, Online Lead Generation, Affiliate Marketing

Education
Brooklyn College

City University of New York-Brooklyn College
Business Administration and Management, General

Lizzeth Valencia Lizzeth Valencia Riverside, California Details
Lizzeth Valencia's Partners Advantage Insurance Services, LLC Experience May 2010 - Present
Job Senior Case Manager at Partners Advantage Insurance Services, LLC
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   May 2010 - Present
West Cost Medical Interpreters   January 2008 - April 2010

Skills
Long-term Care, Term Life Insurance, Life Insurance, Insurance, Management, Disability Insurance, Retirement Planning, Health Insurance, Employee Benefits, Fixed Annuities, Whole Life, Underwriting, Small Business, Retirement, Financial Planning, Program Management, Data Entry, Universal Life, Marketing, Problem Solving, Business Process, Sales Process, Customer Service

Education
San Bernardino Valley College   2006 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Concorde Career College-San Bernardino   2005 — 2006
Medical Assistant, Nursing Administration

Buffy Marie McCormack Buffy Marie McCormack Spring, Texas Details
Buffy Marie McCormack's Partners Advantage Insurance Services, LLC Experience July 2012 - July 2015
Job See Your Possibilities (Ask Me How!!)
Industry Human Resources
Experience
Virtual Outsourcing Solutions, Inc.   November 2013 - Present
Partners Advantage Insurance Services, LLC   July 2012 - July 2015
Riverside Recovery Resources   May 2010 - July 2012
eLocal Listing, LLC   September 2007 - May 2010
American Home Craft, Inc   January 2005 - September 2007
San Diego Firemans' Relief Association   May 2001 - September 2004

Skills
Leadership, Management, Human Resources, Personnel Management, Recruiting, Employee Relations, HRIS, Salesforce.com, Compensation & Benefits, Budgets, SEO, SEM, PPC, Online Advertising, Strategic Partnerships, Negotiation, Compensation & Benefit, Leadership Development, Online Marketing, SPHR, Web Design, Google Adwords, Program Assessment, Policy Writing, Employment Law..., Organizational..., ADP Payroll, Multi-state Payroll..., HR Consulting, Mergers & Acquisitions, Change Management, Talent Management, Strategy, Customer Service

Education
Chapman University   2005 — 2006
Certficate in Human Resource Management, Human Resources Management and Services

University of California, San Diego
Certficate Program - Human Resource Managment

Jennifer Luis Jennifer Luis Orange County, California Area Details
Jennifer Luis's Partners Advantage Insurance Services, LLC Experience December 2004 - January 2010
Job HR Director Project Manager at Tom's Truck Center Organizations
Industry Automotive
Experience
Tom's Truck Center  June 2010 - Present
Tom's Truck Center  June 2010 - June 2011
Partners Advantage Insurance Services, LLC   December 2004 - January 2010

Skills
Leadership Development, Employee Benefits, Microsoft Office, Underwriting, Health Insurance, Small Business, Customer Service, Leadership, Workers Compensation, Sales, Time Management, Management, Human Resources, Training, Insurance, Recruiting, Organizational..., Marketing, Process Improvement, Strategic Planning, Event Planning, Automotive, Employee Relations, Account Management, Customer Satisfaction, Sales Management, Team Building

Education
California State University-Long Beach   2000 — 2004
Bachelor of Arts, Human Development

Cabrillo High School   1994 — 1998
Diploma, General Studies

Michael Hyatt Michael Hyatt Greater Minneapolis-St. Paul Area Details
Michael Hyatt's Partners Advantage Insurance Services, LLC Experience October 2012 - November 2014
Job Consultant US Employee Relations & Policy Governance at RBC
Industry Insurance
Experience
RBC  December 2014 - Present
Partners Advantage Insurance Services, LLC   October 2012 - November 2014
LeClair Insurance  September 2009 - October 2012
Travelers  March 2007 - September 2009
Cargill  January 2001 - March 2007
State of Minnesota  1998 - 2001

Skills
Life Insurance, Recruiting, Fixed Annuities, Strategic Planning, Talent Management, Training, Marketing, Employee Engagement, Deferred Compensation, Leadership, Strategic Planning &..., High Performance Work..., Employee Relations, HR Consulting, Change Management, Employment Law, Policy Writing &..., Investigations & Risk..., Key Account..., Disability Insurance, Dispute Resolution, Business Solution

Education
University of Minnesota-Twin Cities   1988 — 1992
Bachelor's degree, Sociology (Law, Criminology & Deviance)

Todd Davis, CAS Todd Davis, CAS West Palm Beach, Florida Details
Todd Davis, CAS's Partners Advantage Insurance Services, LLC Experience August 2014 - Present
Job Certified Annuity Specialist at Partners Advantage Insurance Services, LLC Providing Retirement Income Solutions
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   August 2014 - Present
Best Insurance Direct, Inc   January 1991 - July 2014
The Bollinger Group   January 2010 - April 2014
Trigon-Mid South   January 1991 - January 1999

Skills
Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Insurance, Life Insurance, Wealth, Wealth Management..., Investments, IRAs, Term Life Insurance, Financial Planners, 401k, Disability Insurance, Customer Service, Small Business, Health Insurance, Indexed Annuities, Investment Advisory, Wealth Management, Estate Planning, Roth IRA, Employee Benefits, Universal Life, Whole Life, Critical Illness, 401k Rollovers, Financial Services, Finance, Immediate Annuities, Portfolio Management, Wealth Accumulation, Strategic Financial..., Pensions, Personal Finance, Underwriting, Financial Planning, Retirement Income..., Brokers, Asset Protection, Investment Strategies, Asset Allocation, Personal Financial..., Social Security, Social Security..., Social Security Planning, Retirement Income..., Retirement Income..., Thrive U Case Design...

Education
Institute of Business & Finance   2011 — 2011
Certified Annuity Specialist, Annuities

The American College   2015 — 2016
Retirement Income Certified Professional

Mercer University   1973 — 1976
Sales Management

Oglethorpe University   1972 — 1973
Sales - Psycology - Management

Doug Poole Doug Poole Laguna Beach, California Details
Doug Poole's Partners Advantage Insurance Services, LLC Experience May 2015 - Present
Job Representative/ Business Planning at Partners Advantage Insurance Services, LLC
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   May 2015 - Present
Northwestern Mutual  November 2012 - February 2015

Skills
Sales

Education
Laguna Hills High School

The University of North Dakota

Rick Pinarija, ChFC®, LUTCF® Rick Pinarija, ChFC®, LUTCF® Greater Los Angeles Area Details
Rick Pinarija, ChFC®, LUTCF®'s Partners Advantage Insurance Services, LLC Experience January 2005 - Present
Job Brokerage Director at Partners Advantage
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   January 2005 - Present

Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Disability Insurance, Pensions, Estate Planning, Strategic Financial..., Long Term Care Insurance, Wealth Management, Investments, Small Business, Long-term Care, Financial Planners, Financial Advisory, Employee Benefits, Underwriting, 401k, Series 63

Education
California State University-Fullerton - College of Business and Economics   1988 — 1990
Bachelor of Arts (B.A.), Accounting

Brigham Young University   1986 — 1988
BA, Accounting

Cerritos College
Accounting and Business/Management

Cerritos High School

Bethany Esse Bethany Esse West Palm Beach, Florida Details
Bethany Esse's Partners Advantage Insurance Services, LLC Experience May 2013 - June 2014
Job Internal Wholesaler at Allegiance Marketing Group
Industry Insurance
Experience
Allegiance Marketing Group  June 2014 - Present
Partners Advantage Insurance Services, LLC   May 2013 - June 2014
Allianz Life Insurance Company of North America  November 2012 - April 2013
Allianz Life Insurance Company of North America  December 2010 - November 2012
Foresters  July 2007 - December 2010
Marsh & McLennan Companies, Inc.   June 2004 - July 2007

Education
University of Minnesota-Twin Cities   2009 — 2009
Certificate in Festival and Event Management, Tourism Center

University of Wisconsin-Madison - School of Business   2000 — 2004
BBA, Risk Management & Insurance

Steven Bergee Steven Bergee Fargo, North Dakota Area Details
Steven Bergee's Partners Advantage Insurance Services, LLC Experience January 2005 - November 2009
Job Partner at e4 Brokerage, LLC
Industry Insurance
Experience
e4 Brokerage, LLC   January 2015 - Present
e4 Brokerage, LLC   November 2009 - December 2014
Partners Advantage Insurance Services, LLC   January 2005 - November 2009

Skills
Annuities, Insurance, Term Life Insurance, Retirement Planning, Estate Planning, Retirement, Financial Planning, Sales Management, Fixed Annuities, Wealth Management, Life Insurance, Underwriting, Health Insurance, Strategic Financial..., 401k, Long-term Care, Whole Life, Brokers

Education
North Dakota State University

Nick Olson Nick Olson Fargo, North Dakota Area Details
Nick Olson's Partners Advantage Insurance Services, LLC Experience July 2006 - July 2008
Job Account Manager Specialty Markets at North American Company for Life and Health Insurance
Industry Insurance
Experience
North American Company for Life and Health Insurance  March 2015 - Present
North American Company for Life and Health Insurance  May 2009 - March 2015
Volt Technical Resources  September 2008 - February 2009
Partners Advantage Insurance Services, LLC   July 2006 - July 2008
Partners Advantage Insurance Services, LLC   March 2006 - July 2006

Skills
Marketing, Insurance, Training, Life Insurance, Sales, Recruiting, Account Management, Sales Management, Competitive Analysis, Strategy

Education
Minnesota State University, Moorhead
B.S. in Marketing

Dan Smyth Dan Smyth Greater Philadelphia Area Details
Dan Smyth's Partners Advantage Insurance Services, LLC Experience January 2010 - Present
Job Principal, American Brokerage Services, Expert Insurance Broker for High End Insurance Planners
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   January 2010 - Present
Partner IMO   January 1998 - Present
American Brokerage Services  January 1997 - Present
Northstar Marketing - John Alden Life Insurance   January 1994 - December 1996
Prudential Life Isurance   September 1990 - December 1993

Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Estate Planning, Retirement Planning, Fixed Annuities, Brokers, IRAs, Long-term Care, Disability Insurance, 401k, Premium Financing, Long Term Care Insurance, Retirement, Financial Planners, Life Settlements, Wealth Management, Financial Planning

Education
Drexel University - LeBow College of Business   1985 — 1990
BS, FINANCE

Cardinal O'Hara High School   1981 — 1985
College Prepratory

Michelle Lai Michelle Lai Greater Los Angeles Area Details
Michelle Lai's Partners Advantage Insurance Services, LLC Experience December 2009 - Present
Job Accounting Analyst
Industry Financial Services
Experience
Partners Advantage Insurance Services, LLC   December 2009 - Present
Disney English  September 2011 - September 2012
MetLife Financial Services  August 2008 - January 2010

Skills
Life Insurance, Fixed Annuities, Tax Credits, Teaching English as a..., Public Speaking, Strategic Planning, Research, Community Outreach, Analysis, Management, Marketing, Coaching, Outlook, Interviews

Education
University of California, Santa Barbara   2006 — 2008
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting, 3.47

RyAnn Rivera RyAnn Rivera West Palm Beach, Florida Details
RyAnn Rivera's Partners Advantage Insurance Services, LLC Experience February 2009 - Present
Job Underwriting Assistant at Partners Advantage
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   February 2009 - Present
Partners Advantage Insurance Services, LLC   February 2009 - March 2011
Richard S. Bernstein & Associates   October 2006 - January 2009
Professional Planners Marketing Group   September 2004 - October 2006
Russ Berrie Inc   January 2001 - January 2003

Skills
Insurance Brokerage, Direct to Consumer, Marketing, Underwriting, Risk Assessment, Collections, Crisis Management, Term Life Insurance, Life Insurance, Disability Insurance, Small Business, New Business Development, Long-term Care, Universal Life, Health Insurance, Whole Life

Education
Passaic County Community College
Associate of Humanities (A.A.), The Human condition

JAMES POUGH JAMES POUGH Port Saint Lucie, Florida Details
JAMES POUGH's Partners Advantage Insurance Services, LLC Experience 2012 - 2015
Job Agency Owner
Industry Health, Wellness and Fitness
Experience
Simple Health Advisors, LLC   2012 - Present
Partners Advantage Insurance Services, LLC   2012 - 2015
UnitedHealth Group  March 2013 - August 2014
Health First  July 2011 - July 2013
UnitedHealthcare  June 2009 - July 2011
Humana  June 2006 - June 2009
Nations Health  August 2003 - June 2006

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Training, Marketing, Sales, Health Insurance, Healthcare, Insurance, Leadership, Management

Education
Western Governors University   2012 — 2014

University of South Carolina-Columbia   2001 — 2004

Jeremy Peterson Jeremy Peterson Ada, Minnesota Details
Jeremy Peterson's Partners Advantage Insurance Services, LLC Experience May 2007 - Present
Job Brokerage Director: Providing annuity and retirement income solutions to insurance agents and financial professionals.
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   May 2007 - Present
Maxx Financial   2007 - 2008
Sunderland Group  May 2001 - May 2007
Menards  June 2000 - May 2001

Skills
Annuity, Insurance, Retirement Planning, Case Analysis, Product Marketing, Income Planning, Fixed Annuities, Retirement, Financial Goals, Life Insurance, Term Life Insurance, Strategic Financial..., Financial Planners, Financial Advisory, Financial Services, Variable Annuities, 401k, Estate Planning, IRAs, Whole Life, Insurance Brokerage, Pensions, Sales, Marketing, Management, Financial Planning

Education
Bemidji State University   1995 — 2000
Bachelors, Finance, MIS

Curt Armbrust Curt Armbrust Orange County, California Area Details
Curt Armbrust's Partners Advantage Insurance Services, LLC Experience 2012 - Present
Job Life Insurance Marketing Consultant
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   2012 - Present
Farmers Insurance  May 2007 - March 2012

Skills
Insurance Claims, Adjusting, Casualty, Auto Liability, Property & Casualty..., Coverage, General Liability, Liability

Education
California State University-Fullerton

Lisa Leach Lisa Leach Greater Los Angeles Area Details
Lisa Leach's Partners Advantage Insurance Services, LLC Experience August 2008 - Present
Job Controller at Partners Advantage Insurance Services, LLC
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC   August 2008 - Present
Affordable RV   July 2006 - June 2008
Eadie and Payne, LLP  January 1997 - July 2006

Skills
Small Business, Financial Reporting, Financial Accounting, Corporate Tax, Microsoft Excel, Strategic Planning, Income Tax, Probate Administration

Education
Cal Poly Pomona   1992 — 1997
Bachelor of Science, Accounting

Jim Lehmann Jim Lehmann Greater Los Angeles Area Details
Jim Lehmann's Partners Advantage Insurance Services, LLC Experience
Job Sr VP Mergers and Acquisitions at Partners Advantage Insurance Services, LLC
Industry Insurance
Experience
Partners Advantage Insurance Services, LLC  

Skills
Insurance, Retirement, Underwriting, Strategic Planning, Sales Management, Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Employee Benefits, Financial Advisory, Estate Planning, Investments, Wealth Management, Small Business, Public Speaking, Business Development, Term Life Insurance, New Business Development, Brokers, Disability Insurance, Health Insurance

Education
St. Olaf College

Jensen Sanchez Jensen Sanchez Los Angeles, California Details
Jensen Sanchez's Partners Advantage Insurance Services, LLC Experience August 2012 - February 2013
Job Private Mortgage Banking Sales Supervisor at Wells Fargo
Industry Banking
Experience
Wells Fargo  February 2013 - Present
Wells Fargo Home Mortgage  June 2008 - August 2013
Partners Advantage Insurance Services, LLC   August 2012 - February 2013

Skills
Mortgage Banking, Marketing, Customer Service, Underwriting, Employee Benefits, Management, Sales, Microsoft Excel, Home Equity Loans, Tax Returns

Education
Lehigh University - College of Business and Economics   1999 — 2003
Finance, General