Premier Financial Group
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Premier Financial Group Employees
Employee
Years
Job
Industry
Shane Hutcheson Shane Hutcheson's Premier Financial Group Experience November 2013 - Present
Job Licensed Life Agent and Professional Recruiter
Industry Insurance
Experience
Premier Financial Group November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Management, Recruiting, Strategic Planning, Sales, Public Speaking, Leadership, Negotiation, Writing, Marketing, Budgets, Social Media, Team Building, Training, Time Management
Education
The University of Memphis 2007 — 2012
Business Administration, Management and Operations, 3.4
United States Army Reserves 1991 — 1999
Honorable Discharge, 54 Bravo Chemical Operations Specialist, Staff Sargent E6
Premier Financial Group November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Management, Recruiting, Strategic Planning, Sales, Public Speaking, Leadership, Negotiation, Writing, Marketing, Budgets, Social Media, Team Building, Training, Time Management
Education
The University of Memphis 2007 — 2012
Business Administration, Management and Operations, 3.4
United States Army Reserves 1991 — 1999
Honorable Discharge, 54 Bravo Chemical Operations Specialist, Staff Sargent E6
Jason Hiett Jason Hiett's Premier Financial Group Experience December 2001 - May 2002
Job President
Industry Construction
Experience
Valley Landscape Spokane Inc. 2002 - Present
PREMIER FINANCIAL GROUP December 2001 - May 2002
Telect 1997 - 2001
Skills
Strategic Planning, Customer Service, Management, Project Management, Sales, Leadership, Team Building, Marketing, Landscape Construction, Landscape Lighting, Landscape Planning, Landscape Management, Construction, Construction Management, Contract Negotiation, Contractors, Microsoft Office, Renovation
Education
Eastern Washington University 2000 — 2004
Bachelor's degree, Communications
Eastern Washington University 2000 — 2004
Bachelor's degree, Communications
Valley Landscape Spokane Inc. 2002 - Present
PREMIER FINANCIAL GROUP December 2001 - May 2002
Telect 1997 - 2001
Skills
Strategic Planning, Customer Service, Management, Project Management, Sales, Leadership, Team Building, Marketing, Landscape Construction, Landscape Lighting, Landscape Planning, Landscape Management, Construction, Construction Management, Contract Negotiation, Contractors, Microsoft Office, Renovation
Education
Eastern Washington University 2000 — 2004
Bachelor's degree, Communications
Eastern Washington University 2000 — 2004
Bachelor's degree, Communications
J. Robert Linton, CLU, FLMI J. Robert Linton, CLU, FLMI's Premier Financial Group Experience October 2006 - Present
Job Vice President & Wealth Manager at Premier Financial Group
Industry Investment Management
Experience
Premier Financial Group October 2006 - Present
Skills
Public Speaking, Strategic Planning, Management, Investments, Leadership, Mutual Funds, Team Building, Insurance, Portfolio Management, Finance, Financial Planning, Investment Management, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Financial Services, Asset Allocation, Customer Service, Business Planning
Education
The American College
Premier Financial Group October 2006 - Present
Skills
Public Speaking, Strategic Planning, Management, Investments, Leadership, Mutual Funds, Team Building, Insurance, Portfolio Management, Finance, Financial Planning, Investment Management, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Financial Services, Asset Allocation, Customer Service, Business Planning
Education
The American College
Kathleen J. Eagan Kathleen J. Eagan's Premier Financial Group Experience July 1994 - August 2000
Job Living life to the fullest!
Industry Nonprofit Organization Management
Experience
Sons & Daughters of Erin April 2011 - March 2015
The Bosma Group P.C August 2014 - November 2014
Reno Gazette-Journal October 2012 - July 2014
Reno Gazette-Journal November 2011 - June 2012
AFSCME January 2011 - January 2012
Washoe County January 2009 - January 2011
Premier Financial Group July 1994 - August 2000
Skills
Proofreading, Content Writing, Event Management, Executive Calendar..., Content Management, Social Media Marketing, Editorial, Newspapers, Newsletters, Event Planning, Database Administration, Cold Calling, Non-profit Board..., Journalism, Newsletter Production, Advisory Boards, Political Campaigns, Political Communication, Editorial Calendars, Employee Handbooks, Employee Benefits, HR Policies, Workers' Compensation..., Interdisciplinary..., Lawson HRIS, Microsoft Word, Outlook, Microsoft Excel, Social Networking, Public Speaking, Customer Service, Social Media, Management, Marketing, Leadership, Fundraising, Public Relations
Education
Humboldt State University 1993 — 1994
Secondary Teaching Credential, Social Studies Teacher Education, 4.0 GPA
Humboldt State University 1991 — 1993
Bachelor of Arts (B.A.), Social Sciences, Summa Cum Laude
College of the Redwoods 1985 — 1990
Associate's Degree, Court Reporting/Court Reporter, Presidential Honors
Sons & Daughters of Erin April 2011 - March 2015
The Bosma Group P.C August 2014 - November 2014
Reno Gazette-Journal October 2012 - July 2014
Reno Gazette-Journal November 2011 - June 2012
AFSCME January 2011 - January 2012
Washoe County January 2009 - January 2011
Premier Financial Group July 1994 - August 2000
Skills
Proofreading, Content Writing, Event Management, Executive Calendar..., Content Management, Social Media Marketing, Editorial, Newspapers, Newsletters, Event Planning, Database Administration, Cold Calling, Non-profit Board..., Journalism, Newsletter Production, Advisory Boards, Political Campaigns, Political Communication, Editorial Calendars, Employee Handbooks, Employee Benefits, HR Policies, Workers' Compensation..., Interdisciplinary..., Lawson HRIS, Microsoft Word, Outlook, Microsoft Excel, Social Networking, Public Speaking, Customer Service, Social Media, Management, Marketing, Leadership, Fundraising, Public Relations
Education
Humboldt State University 1993 — 1994
Secondary Teaching Credential, Social Studies Teacher Education, 4.0 GPA
Humboldt State University 1991 — 1993
Bachelor of Arts (B.A.), Social Sciences, Summa Cum Laude
College of the Redwoods 1985 — 1990
Associate's Degree, Court Reporting/Court Reporter, Presidential Honors
Robert Howard Robert Howard's Premier Financial Group Experience June 1993 - November 1994
Job Mortgage Consultant at First Technology Federal Credit Union
Industry Financial Services
Experience
First Technology Federal Credit Union February 2015 - Present
Citi May 2013 - Present
Boston Private Bank March 2012 - May 2013
Zillow.com March 2011 - September 2011
Southwest Funding Group, Inc. December 1994 - December 2010
Premier Financial Group June 1993 - November 1994
Northwest Mortgage June 1992 - June 1993
Zip Chem Products May 1989 - June 1992
Skills
Mentoring, Customer Relations, Marketing Strategy, Lead Generation, B2B, Credit Analysis, Business Analysis, Residential Mortgages, Mortgage Banking, Branch Management, Sales, Underwriting, Investment Properties, Retail, Reverse Mortgages, Management, Loan Origination, Training, Portfolio Management, Small Business Lending, Real Estate, Construction Loans, Online Advertising, Mortgage Lending, Credit, Sales Management, Finance, Sales Operations, Commercial Lending, Leadership, Private Banking, Customer Service, FHA financing, Relationship Management, Banking, CRM, Marketing, Credit Risk, Salesforce.com, Business Development, FHA, Refinance, Risk Management, Loans, VA loans, Investments, USDA, Commercial Mortgages, Coaching, Real Estate Financing
Education
California State University-Long Beach 1991 — 1992
Masters Degree, MBA
Central Washington University
Bachelor of Science, Business Administration, Specialization MarketingManagement
Western Washington University 1983 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Mariner 1976 — 1980
First Technology Federal Credit Union February 2015 - Present
Citi May 2013 - Present
Boston Private Bank March 2012 - May 2013
Zillow.com March 2011 - September 2011
Southwest Funding Group, Inc. December 1994 - December 2010
Premier Financial Group June 1993 - November 1994
Northwest Mortgage June 1992 - June 1993
Zip Chem Products May 1989 - June 1992
Skills
Mentoring, Customer Relations, Marketing Strategy, Lead Generation, B2B, Credit Analysis, Business Analysis, Residential Mortgages, Mortgage Banking, Branch Management, Sales, Underwriting, Investment Properties, Retail, Reverse Mortgages, Management, Loan Origination, Training, Portfolio Management, Small Business Lending, Real Estate, Construction Loans, Online Advertising, Mortgage Lending, Credit, Sales Management, Finance, Sales Operations, Commercial Lending, Leadership, Private Banking, Customer Service, FHA financing, Relationship Management, Banking, CRM, Marketing, Credit Risk, Salesforce.com, Business Development, FHA, Refinance, Risk Management, Loans, VA loans, Investments, USDA, Commercial Mortgages, Coaching, Real Estate Financing
Education
California State University-Long Beach 1991 — 1992
Masters Degree, MBA
Central Washington University
Bachelor of Science, Business Administration, Specialization MarketingManagement
Western Washington University 1983 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Mariner 1976 — 1980
Dana Landes Dana Landes's Premier Financial Group Experience February 2014 - Present
Job Office Investment Administrator at Premier Financial Group, Inc.
Industry
Experience
Premier Financial Group February 2014 - Present
Skills
Asset Allocation, Investment Management, Retirement, Wealth Management, Mutual Funds, Leadership, Series 6, IRAs, Asset Management, Public Speaking, Social Media, Coaching, Strategy, Financial Services
Education
Humboldt State University
Bachelor's Degree, Counseling Psychology
Premier Financial Group February 2014 - Present
Skills
Asset Allocation, Investment Management, Retirement, Wealth Management, Mutual Funds, Leadership, Series 6, IRAs, Asset Management, Public Speaking, Social Media, Coaching, Strategy, Financial Services
Education
Humboldt State University
Bachelor's Degree, Counseling Psychology
Kelly Jahner Kelly Jahner's Premier Financial Group Experience January 2013 - Present
Job Owner, Premier Financial Group, Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Premier Financial Group January 2013 - Present
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2010 - January 2013
New York Life Insurance Company October 2007 - June 2010
Northland Healthcare Alliance September 2005 - October 2007
ND Department of Commerce - ND Development Fund August 2000 - September 2005
Skills
Licensed Life Insurance..., Retirement Planning, Insurance, Retirement, Investments, Life Insurance, Term Life Insurance, 401k Rollovers, Asset Protection, IRA Rollovers, Education Funding..., Lifetime Income..., Permanent Life Insurance, Buy-sell Agreements, Life Insurance..., Licensed in Long Term..., Estate Planning, Business Insurance..., Financial Services, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Multi-generational..., Personal Finance, Protection..., Wealth Transfer..., Wealth Preservation..., Supplements to Employee..., Problem Solving, Charitable Giving, Leadership
Education
University of Mary 2003 — 2005
Master of Business Administration (M.B.A.)
Minot State University 1997 — 1998
Bachelor's degree, Business Management
Jamestown College 1994 — 1996
Undergraduate, Business Administration and Management, General
Premier Financial Group January 2013 - Present
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company June 2010 - January 2013
New York Life Insurance Company October 2007 - June 2010
Northland Healthcare Alliance September 2005 - October 2007
ND Department of Commerce - ND Development Fund August 2000 - September 2005
Skills
Licensed Life Insurance..., Retirement Planning, Insurance, Retirement, Investments, Life Insurance, Term Life Insurance, 401k Rollovers, Asset Protection, IRA Rollovers, Education Funding..., Lifetime Income..., Permanent Life Insurance, Buy-sell Agreements, Life Insurance..., Licensed in Long Term..., Estate Planning, Business Insurance..., Financial Services, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Multi-generational..., Personal Finance, Protection..., Wealth Transfer..., Wealth Preservation..., Supplements to Employee..., Problem Solving, Charitable Giving, Leadership
Education
University of Mary 2003 — 2005
Master of Business Administration (M.B.A.)
Minot State University 1997 — 1998
Bachelor's degree, Business Management
Jamestown College 1994 — 1996
Undergraduate, Business Administration and Management, General
Natasha Leiding Natasha Leiding's Premier Financial Group Experience May 2014 - Present
Job Marketing/Recruiting at Premier Financial Group
Industry Marketing and Advertising
Experience
Premier Financial Group May 2014 - Present
Madaris Siding and Windows May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Coordinating Events, Marketing Communications, Social Networking
Education
The University of Tennessee at Chattanooga 2011 — 2015
Bachelor of Science (BS), Business/ Communications
Powell High School 2007 — 2011
Premier Financial Group May 2014 - Present
Madaris Siding and Windows May 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Coordinating Events, Marketing Communications, Social Networking
Education
The University of Tennessee at Chattanooga 2011 — 2015
Bachelor of Science (BS), Business/ Communications
Powell High School 2007 — 2011
Duane Kaitfors Duane Kaitfors's Premier Financial Group Experience 2010 - Present
Job Associate of Premier Financial Group
Industry Financial Services
Experience
Premier Financial Group 2010 - Present
Skills
Microsoft Office, Customer Service, Requirements Analysis, Management Consulting, Business Analysis, Change Management, Analysis, Risk Management, Data Analysis
Education
Black Hills State University 1966 — 1970
Bachelor of Science (B.S.), Communications with a Degree in Secondary Education
Premier Financial Group 2010 - Present
Skills
Microsoft Office, Customer Service, Requirements Analysis, Management Consulting, Business Analysis, Change Management, Analysis, Risk Management, Data Analysis
Education
Black Hills State University 1966 — 1970
Bachelor of Science (B.S.), Communications with a Degree in Secondary Education
Cassi Anaya-Bishop Cassi Anaya-Bishop's Premier Financial Group Experience April 2013 - Present
Job Investment Administrator at Premier Financial Group
Industry Investment Management
Experience
Premier Financial Group April 2013 - Present
Professional Photocopy September 2009 - April 2013
Clinique September 2006 - July 2009
Skills
Office Administration
Education
College of the Redwoods
Premier Financial Group April 2013 - Present
Professional Photocopy September 2009 - April 2013
Clinique September 2006 - July 2009
Skills
Office Administration
Education
College of the Redwoods
Dianne Phillips Dianne Phillips's Premier Financial Group Experience June 2007 - January 2009
Job MS Civil Engineering Graduate Student at Florida Atlantic University
Industry Civil Engineering
Experience
Florida Atlantic University January 2014 - Present
Florida Atlantic University August 2011 - December 2013
CVS/Caremark/Aetna Pharmacy Management May 2008 - January 2013
Premier Financial Group June 2007 - January 2009
American Express June 1994 - April 2007
Florida International University, Civil Engineering Department January 1994 - January 1995
Circle K January 1993 - December 1994
Skills
Civil Engineering, Environmental..., Transportation..., Structural Engineering, Transportation Planning, Mathematical Analysis, Mathematical Modeling, Transportation..., Transport Modelling, Water Treatment, Wastewater Treatment, Research, Analysis, Qualitative Research, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Call Centers, Pharmaceutical Industry, Medicare Part D, MicroStation, Pharmacists, Customer Service, Healthcare, Pharmaceutical Sales, Inventory Management, Pharmacy Benefit...
Education
Florida Atlantic University 2013 — 2015
Master of Science (MS), Civil Engineering, 3.7 GPA
Florida Atlantic University 2011 — 2013
Bachelor of Science (BS), Civil Engineering
Florida International University 1993 — 1995
Bachelor of Science (BS), Civil Engineering
California State University-Long Beach 1984 — 1992
Civil Engineering
Florida Atlantic University January 2014 - Present
Florida Atlantic University August 2011 - December 2013
CVS/Caremark/Aetna Pharmacy Management May 2008 - January 2013
Premier Financial Group June 2007 - January 2009
American Express June 1994 - April 2007
Florida International University, Civil Engineering Department January 1994 - January 1995
Circle K January 1993 - December 1994
Skills
Civil Engineering, Environmental..., Transportation..., Structural Engineering, Transportation Planning, Mathematical Analysis, Mathematical Modeling, Transportation..., Transport Modelling, Water Treatment, Wastewater Treatment, Research, Analysis, Qualitative Research, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Call Centers, Pharmaceutical Industry, Medicare Part D, MicroStation, Pharmacists, Customer Service, Healthcare, Pharmaceutical Sales, Inventory Management, Pharmacy Benefit...
Education
Florida Atlantic University 2013 — 2015
Master of Science (MS), Civil Engineering, 3.7 GPA
Florida Atlantic University 2011 — 2013
Bachelor of Science (BS), Civil Engineering
Florida International University 1993 — 1995
Bachelor of Science (BS), Civil Engineering
California State University-Long Beach 1984 — 1992
Civil Engineering
Julie Daiker Julie Daiker's Premier Financial Group Experience March 2002 - February 2004
Job Executive Administrative Assistant at Chadwick Global LLC
Industry Marketing and Advertising
Experience
Chadwick Global LLC March 2012 - Present
Your Community Phonebook March 2006 - July 2009
Premier Financial Group March 2002 - February 2004
RX for Billing July 1996 - October 1997
Gold Plated Inc January 1993 - September 1996
WROD Radio Station July 1991 - January 1993
Skills
Cold Calling, Account Management, Contract Negotiation, Negotiation, Marketing Communications, Entrepreneurship, Outside Sales, Product Marketing, Pharmaceutical Sales, Telemarketing, Medical Devices, Medical Sales, Telecommunications, Radio Advertising, Online Advertising, Advertising, Social Media, Customer Relations, Product Development, Fundraising, Health, Online Marketing, Nutrition, Wellness, Public Relations, Quality, Teamwork, Strategy Development, Facebook, Gastroenterology, Pharmaceuticals, Biotechnology, Trade Shows, Mobile Marketing, Medical Device Sales, Yellow Page Advertising, Asthma, Vendor, Nutritional Counseling, Vitamins, Persuasion, Closing, Online Sales, Executive..., Executive Level..., Microsoft Word, Microsoft Excel, Spreadsheets, Sales, Selling
Education
University of Missouri-Columbia 1985 — 1989
Bachelor's Degree, Communication & Business
Oak Park High School 1981 — 1985
Chadwick Global LLC March 2012 - Present
Your Community Phonebook March 2006 - July 2009
Premier Financial Group March 2002 - February 2004
RX for Billing July 1996 - October 1997
Gold Plated Inc January 1993 - September 1996
WROD Radio Station July 1991 - January 1993
Skills
Cold Calling, Account Management, Contract Negotiation, Negotiation, Marketing Communications, Entrepreneurship, Outside Sales, Product Marketing, Pharmaceutical Sales, Telemarketing, Medical Devices, Medical Sales, Telecommunications, Radio Advertising, Online Advertising, Advertising, Social Media, Customer Relations, Product Development, Fundraising, Health, Online Marketing, Nutrition, Wellness, Public Relations, Quality, Teamwork, Strategy Development, Facebook, Gastroenterology, Pharmaceuticals, Biotechnology, Trade Shows, Mobile Marketing, Medical Device Sales, Yellow Page Advertising, Asthma, Vendor, Nutritional Counseling, Vitamins, Persuasion, Closing, Online Sales, Executive..., Executive Level..., Microsoft Word, Microsoft Excel, Spreadsheets, Sales, Selling
Education
University of Missouri-Columbia 1985 — 1989
Bachelor's Degree, Communication & Business
Oak Park High School 1981 — 1985
Tish Jackson Tish Jackson's Premier Financial Group Experience January 2005 - January 2007
Job The DomDestin Group Business Owner
Industry Wholesale
Experience
The Dom-Destin Group January 2003 - Present
State Farm Bank August 2012 - Present
Bank of America/LandSafe Title January 2007 - January 2010
Premier Financial Group January 2005 - January 2007
CitiMortgage January 2004 - January 2005
Wells Fargo Home Mortgage January 2002 - January 2004
Skills
Food & Beverage, Specialty Coffee, Network Marketing..., Health, Mortgage Banking, Banking, Small Business, New Business Development, Customer Satisfaction, Sales, Loans, Risk Management, Coaching, Public Relations, Leadership, Business Development
Education
Fontbonne University
Business Administration
I.C.I. School of Real Estate
The Dom-Destin Group January 2003 - Present
State Farm Bank August 2012 - Present
Bank of America/LandSafe Title January 2007 - January 2010
Premier Financial Group January 2005 - January 2007
CitiMortgage January 2004 - January 2005
Wells Fargo Home Mortgage January 2002 - January 2004
Skills
Food & Beverage, Specialty Coffee, Network Marketing..., Health, Mortgage Banking, Banking, Small Business, New Business Development, Customer Satisfaction, Sales, Loans, Risk Management, Coaching, Public Relations, Leadership, Business Development
Education
Fontbonne University
Business Administration
I.C.I. School of Real Estate
Nathan Moffie Nathan Moffie's Premier Financial Group Experience May 2008 - October 2008
Job Director of Operations at Suffield By The River
Industry Hospital & Health Care
Experience
Suffield By The River June 2015 - Present
Maplewood Senior Living April 2012 - June 2015
The Guilford House October 2008 - April 2012
Premier Financial Group May 2008 - October 2008
AXA May 2008 - October 2008
Opus Trading Fund LLC July 2006 - May 2008
Skills
Investments, Strategic Financial..., Financial Analysis, Marketing, Series 7, Securities, Insurance, Long-term Care, Series 63, Management, Finance, Equities, Business Development
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2001 — 2005
B.A., Economics
Suffield By The River June 2015 - Present
Maplewood Senior Living April 2012 - June 2015
The Guilford House October 2008 - April 2012
Premier Financial Group May 2008 - October 2008
AXA May 2008 - October 2008
Opus Trading Fund LLC July 2006 - May 2008
Skills
Investments, Strategic Financial..., Financial Analysis, Marketing, Series 7, Securities, Insurance, Long-term Care, Series 63, Management, Finance, Equities, Business Development
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2001 — 2005
B.A., Economics
John Shermer's Premier Financial Group Experience 2011 - Present
Job Director of Marketing and Business Development who is passionate about your financial peace of mind.
Industry Financial Services
Experience
Premier Financial Group 2011 - Present
GlaxoSmithKline 2008 - 2010
Fortis TCS 2007 - 2008
KIEM-TV 2003 - 2007
Skills
Executive Coaching, Business Coaching, Marketing Strategy, Social Media Marketing, Online Marketing, Email Marketing, Content Marketing, Inbound Marketing, Rebranding, Brand Development, Marketing Transformation, Business Strategy, Business Development, New Business Development, Social Media, SEO, Lead Generation, HubSpot, Leadership, Team Leadership, Team Building, Coaching, Business Consultant, Sales Coaching, Marketing Management, Marketing, Management, Training, Sales Management, Management Consulting, Business Planning, Corporate Communications, Entrepreneurship, Strategic Planning, Advertising, Public Relations, CRM, Nonprofits, Small Business, Start-ups, B2B, Direct Marketing
Education
Humboldt State University
Master of Fine Arts, Theatre Arts Dramatic Writing - Arcata, CA
Humboldt State University
B.A., Theatre Arts - Arcata, CA
Tamalpais High School
Mill Valley, CA
Premier Financial Group 2011 - Present
GlaxoSmithKline 2008 - 2010
Fortis TCS 2007 - 2008
KIEM-TV 2003 - 2007
Skills
Executive Coaching, Business Coaching, Marketing Strategy, Social Media Marketing, Online Marketing, Email Marketing, Content Marketing, Inbound Marketing, Rebranding, Brand Development, Marketing Transformation, Business Strategy, Business Development, New Business Development, Social Media, SEO, Lead Generation, HubSpot, Leadership, Team Leadership, Team Building, Coaching, Business Consultant, Sales Coaching, Marketing Management, Marketing, Management, Training, Sales Management, Management Consulting, Business Planning, Corporate Communications, Entrepreneurship, Strategic Planning, Advertising, Public Relations, CRM, Nonprofits, Small Business, Start-ups, B2B, Direct Marketing
Education
Humboldt State University
Master of Fine Arts, Theatre Arts Dramatic Writing - Arcata, CA
Humboldt State University
B.A., Theatre Arts - Arcata, CA
Tamalpais High School
Mill Valley, CA
Jeremy Sorci Jeremy Sorci's Premier Financial Group Experience October 2012 - Present
Job Advisor Your financial peace of mind is my priority
Industry Investment Management
Experience
Premier Financial Group October 2012 - Present
Bank of Stockton Trust & Investment Group November 2006 - October 2012
Bank of Stockton Trust & Investment Group November 2005 - November 2006
Skills
Investment Portfolio..., Data Analysis, Stock Picking, Bond Markets, Mutual Fund Selection, Financial Analysis, Account Management, Presentations, Financial Reporting, Client Development, Customer Acquisition, Compliance, Trust Services, Trust Bank Operations, Accounts Payable, Accounts Receivable, Customer Service, Management, Training, New Hires, Marketing
Education
Humboldt State University 2001 — 2003
Master of Business Administration (MBA)
Cannon Financial Institute 2007 — 2009
Humboldt State University 1996 — 2001
Bachelor's degree, Studio Art
FUHS
Premier Financial Group October 2012 - Present
Bank of Stockton Trust & Investment Group November 2006 - October 2012
Bank of Stockton Trust & Investment Group November 2005 - November 2006
Skills
Investment Portfolio..., Data Analysis, Stock Picking, Bond Markets, Mutual Fund Selection, Financial Analysis, Account Management, Presentations, Financial Reporting, Client Development, Customer Acquisition, Compliance, Trust Services, Trust Bank Operations, Accounts Payable, Accounts Receivable, Customer Service, Management, Training, New Hires, Marketing
Education
Humboldt State University 2001 — 2003
Master of Business Administration (MBA)
Cannon Financial Institute 2007 — 2009
Humboldt State University 1996 — 2001
Bachelor's degree, Studio Art
FUHS
Dustin Littlefield Dustin Littlefield's Premier Financial Group Experience August 2015 - Present
Job Investment Administrator at Premier Financial Group
Industry Financial Services
Experience
Premier Financial Group August 2015 - Present
Notary Public August 2014 - Present
Redwood Coast Financial Partners May 2013 - August 2015
Skills
Time Management, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Research, Social Media, Public Speaking, Series 7, Series 66, Data Entry, Access, Administrative..., Microsoft Office, Leadership, Event Planning, Management, Microsoft Word, Social Networking, Strategic Planning, Team Building, Marketing
Education
Humboldt State University 2012 — 2013
Bachelor of Arts (B.A.), Economics
Arcata High School 1994 — 1998
High School
Premier Financial Group August 2015 - Present
Notary Public August 2014 - Present
Redwood Coast Financial Partners May 2013 - August 2015
Skills
Time Management, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Research, Social Media, Public Speaking, Series 7, Series 66, Data Entry, Access, Administrative..., Microsoft Office, Leadership, Event Planning, Management, Microsoft Word, Social Networking, Strategic Planning, Team Building, Marketing
Education
Humboldt State University 2012 — 2013
Bachelor of Arts (B.A.), Economics
Arcata High School 1994 — 1998
High School
Teresa Conley, CFP® Teresa Conley, CFP®'s Premier Financial Group Experience July 2002 - Present
Job An experienced advisor who is passionate about enhancing and making an impact on people's financial futures
Industry Financial Services
Experience
Premier Financial Group July 2002 - Present
Skills
New Business Development, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Project Management, Coaching, Process Improvement, High-quality, Outlook, Management, Operations Management, Close Attention to..., Numerical Analysis, Investment Strategies, Asset Allocation, Asset Managment, Team Leadership
Education
Humboldt State University 2002 — 2004
Bachelor of Arts, Psychology
Cuesta College 1999 — 2001
Associates of Arts, General Studies
King City High School 1996 — 1999
Premier Financial Group July 2002 - Present
Skills
New Business Development, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Project Management, Coaching, Process Improvement, High-quality, Outlook, Management, Operations Management, Close Attention to..., Numerical Analysis, Investment Strategies, Asset Allocation, Asset Managment, Team Leadership
Education
Humboldt State University 2002 — 2004
Bachelor of Arts, Psychology
Cuesta College 1999 — 2001
Associates of Arts, General Studies
King City High School 1996 — 1999
Johnny Whitfield's Premier Financial Group Experience 2012 - 2013
Job Web Developer and Designer | Writer and Actor
Industry Computer Software
Experience
Self Employed April 2013 - Present
Whitfield Worldwide 2012 - Present
truBrain June 2015 - June 2015
For a Healthy U August 2010 - August 2013
Premier Financial Group 2012 - 2013
The Rush Fitness 2011 - 2012
Mid South Sports Officials 2011 - 2011
University of Tennessee August 2007 - December 2010
Food Staff June 2005 - August 2006
Skills
Leadership, Team Building, Sales, Social Networking, Public Speaking, Customer Service, Marketing, Data Analysis, Theatre, Time Management, Management, Creative Writing, Community Outreach, Business Planning, Small Business, Financial Analysis, Strategic Financial..., Personal Finance, Sales Management, Project Management, Account Management, Oral & Written..., Coaching, Communication, Business Strategy, HTML, CSS, WordPress, Web Development, Front-end Development, Back-end Development, Web Design, Ruby on Rails, Data Visualization, Big Data Analytics, Insurance, News Writing, Health Insurance, Life Insurance, US Healthcare, Healthcare
Education
General Assembly 2015 — 2015
Web Development Immersive
Anthony Gilardi Acting Studio 2013 — 2014
Acting
Haslam College of Business at the University of Tennessee 2006 — 2010
Bachelor's, Accounting
Self Employed April 2013 - Present
Whitfield Worldwide 2012 - Present
truBrain June 2015 - June 2015
For a Healthy U August 2010 - August 2013
Premier Financial Group 2012 - 2013
The Rush Fitness 2011 - 2012
Mid South Sports Officials 2011 - 2011
University of Tennessee August 2007 - December 2010
Food Staff June 2005 - August 2006
Skills
Leadership, Team Building, Sales, Social Networking, Public Speaking, Customer Service, Marketing, Data Analysis, Theatre, Time Management, Management, Creative Writing, Community Outreach, Business Planning, Small Business, Financial Analysis, Strategic Financial..., Personal Finance, Sales Management, Project Management, Account Management, Oral & Written..., Coaching, Communication, Business Strategy, HTML, CSS, WordPress, Web Development, Front-end Development, Back-end Development, Web Design, Ruby on Rails, Data Visualization, Big Data Analytics, Insurance, News Writing, Health Insurance, Life Insurance, US Healthcare, Healthcare
Education
General Assembly 2015 — 2015
Web Development Immersive
Anthony Gilardi Acting Studio 2013 — 2014
Acting
Haslam College of Business at the University of Tennessee 2006 — 2010
Bachelor's, Accounting
Etta Zellman's Premier Financial Group Experience October 2009 - March 2010
Job Executive Administrative Assistant/Insurance Professional
Industry Insurance
Experience
Palm Beach County School District November 2014 - Present
Morstan Plus May 2011 - March 2012
Mendels and Associates June 2010 - May 2011
Premier Financial Group October 2009 - March 2010
The Griffith Agency June 2008 - July 2009
Tannenbaun, Harber and Company January 1989 - January 1990
R.W.P. and Associates, Inc January 1987 - January 1989
C.B. Planning and Financial Services, Inc January 1985 - January 1987
CB Planning 1985 - 1986
CB Financial Planning 1985 - 1986
Skills
Microsoft Office, Organizing, Product Marketing, Insurance, Excel, Underwriting, Long Term Care, Term Life Insurance, Claim, Microsoft Excel, Long-term Care, Team Building, Fixed Annuities, Workers Compensation, Property & Casualty..., Legal Liability, Employee Benefits, Casualty
Education
Long Island University 2001 — 2003
Master, Education
The College of Insurance 1980 — 1983
Bachelor of Business Administration (BBA), Small Business Administration/Management, 3.82
Palm Beach County School District November 2014 - Present
Morstan Plus May 2011 - March 2012
Mendels and Associates June 2010 - May 2011
Premier Financial Group October 2009 - March 2010
The Griffith Agency June 2008 - July 2009
Tannenbaun, Harber and Company January 1989 - January 1990
R.W.P. and Associates, Inc January 1987 - January 1989
C.B. Planning and Financial Services, Inc January 1985 - January 1987
CB Planning 1985 - 1986
CB Financial Planning 1985 - 1986
Skills
Microsoft Office, Organizing, Product Marketing, Insurance, Excel, Underwriting, Long Term Care, Term Life Insurance, Claim, Microsoft Excel, Long-term Care, Team Building, Fixed Annuities, Workers Compensation, Property & Casualty..., Legal Liability, Employee Benefits, Casualty
Education
Long Island University 2001 — 2003
Master, Education
The College of Insurance 1980 — 1983
Bachelor of Business Administration (BBA), Small Business Administration/Management, 3.82
Cindy Hawks Cindy Hawks's Premier Financial Group Experience 1999 - 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Eric Goetschalckx Eric Goetschalckx's Premier Financial Group Experience January 2007 - November 2007
Job Senior Software Engineer at BetterCloud
Industry Computer Software
Experience
BetterCloud September 2015 - Present
NCR Corporation September 2012 - August 2015
INgage Networks September 2011 - September 2012
Ericsson December 2010 - September 2011
Optimi January 2008 - September 2011
Premier Financial Group January 2007 - November 2007
Skills
SQL, Visual Studio, .NET, C#, REST, WCF, Microsoft SQL Server, Subversion, Jenkins, Test Automation, Scrum, Software Engineering, Software Development, Agile Methodologies, C++, XML, Automated Software..., Web Services, Continuous Integration, LINQ, APIs, HTML, Software Design, Android, Web Applications, TFS, AJAX, Agile, Paint.NET, Java, Web Development, Enterprise Architecture, Unit Testing, Test Driven Development, GIS, Linux, Functional Testing, Chef, DevOps
Education
Southern Polytechnic State University 2003 — 2007
Bachelor of Science, Computer Science
BetterCloud September 2015 - Present
NCR Corporation September 2012 - August 2015
INgage Networks September 2011 - September 2012
Ericsson December 2010 - September 2011
Optimi January 2008 - September 2011
Premier Financial Group January 2007 - November 2007
Skills
SQL, Visual Studio, .NET, C#, REST, WCF, Microsoft SQL Server, Subversion, Jenkins, Test Automation, Scrum, Software Engineering, Software Development, Agile Methodologies, C++, XML, Automated Software..., Web Services, Continuous Integration, LINQ, APIs, HTML, Software Design, Android, Web Applications, TFS, AJAX, Agile, Paint.NET, Java, Web Development, Enterprise Architecture, Unit Testing, Test Driven Development, GIS, Linux, Functional Testing, Chef, DevOps
Education
Southern Polytechnic State University 2003 — 2007
Bachelor of Science, Computer Science
Apryle Vaughn Apryle Vaughn's Premier Financial Group Experience October 2007 - February 2008
Job Master Cosmetologist @ PUSH Salon
Industry Entertainment
Experience
DTOPCATBLU August 2006 - Present
Entertainment Resources May 2002 - Present
Branicka Entertainment / Miki Howard Inc. March 1987 - Present
Music Maddness 1987 - Present
Miki Howard 1987 - Present
Branicka Records / Branicka Entertainment 1986 - Present
The J Spot Salon October 2010 - March 2012
Express Cuts 2009 - 2009
Peachtree Music Group 2006 - 2009
Premier Financial Group October 2007 - February 2008
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Social Media Marketing, Social Networking, Facebook, Sales Management, Customer Service, Event Management, Strategic Planning, Public Relations, Entertainment, Social Media, Negotiation, Event Planning, Advertising, Online Advertising, Microsoft Office, Email Marketing, Microsoft Excel, Salon Management, Health Hair Care, Entertainment Industry, Miki Howard Inc, Television, Music, Team Building, Digital Media, Entrepreneurship, Radio, Music Industry, Publicity, Recording, Sales, Online Marketing, Fashion, Salons, PowerPoint, New Media, Outlook, Media Relations, Retail, Blogging, Songwriting, Copywriting, Nonprofits, Fundraising, Real Estate, Small Business
Education
Powder Springs Beauty College 2008 — 2009
Master of Cosmetology
Chattahoochee Tech 2003 — 2005
Los Angeles City College 1983 — 1985
University of California, Los Angeles 1983 — 1984
Certificate
California State University-Northridge 1982 — 1984
Pacific Palisades High School 1979 — 1981
DTOPCATBLU August 2006 - Present
Entertainment Resources May 2002 - Present
Branicka Entertainment / Miki Howard Inc. March 1987 - Present
Music Maddness 1987 - Present
Miki Howard 1987 - Present
Branicka Records / Branicka Entertainment 1986 - Present
The J Spot Salon October 2010 - March 2012
Express Cuts 2009 - 2009
Peachtree Music Group 2006 - 2009
Premier Financial Group October 2007 - February 2008
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Social Media Marketing, Social Networking, Facebook, Sales Management, Customer Service, Event Management, Strategic Planning, Public Relations, Entertainment, Social Media, Negotiation, Event Planning, Advertising, Online Advertising, Microsoft Office, Email Marketing, Microsoft Excel, Salon Management, Health Hair Care, Entertainment Industry, Miki Howard Inc, Television, Music, Team Building, Digital Media, Entrepreneurship, Radio, Music Industry, Publicity, Recording, Sales, Online Marketing, Fashion, Salons, PowerPoint, New Media, Outlook, Media Relations, Retail, Blogging, Songwriting, Copywriting, Nonprofits, Fundraising, Real Estate, Small Business
Education
Powder Springs Beauty College 2008 — 2009
Master of Cosmetology
Chattahoochee Tech 2003 — 2005
Los Angeles City College 1983 — 1985
University of California, Los Angeles 1983 — 1984
Certificate
California State University-Northridge 1982 — 1984
Pacific Palisades High School 1979 — 1981
Hal Williams Hal Williams's Premier Financial Group Experience December 2001 - June 2002
Job owner of Clean It Green Professional Carpet Cleaners
Industry Information Technology and Services
Experience
Clean It Green Professional Carpet Cleaners June 2012 - Present
E2E Benefit Services October 2010 - September 2012
Fogo Data Centers November 2011 - January 2012
Combined Worksite Solutions February 2010 - November 2010
Toshiba Business Solutions September 2008 - June 2009
PointClear February 2008 - September 2008
Combined Worksite Solutions October 2004 - February 2008
Mega Life & Health June 2002 - October 2004
Premier Financial Group December 2001 - June 2002
CBeyond Communications September 2000 - November 2001
Education
Georgia Institute of Technology 1992 — 1997
Bachelors, Industrial & Systems Engineering
Clean It Green Professional Carpet Cleaners June 2012 - Present
E2E Benefit Services October 2010 - September 2012
Fogo Data Centers November 2011 - January 2012
Combined Worksite Solutions February 2010 - November 2010
Toshiba Business Solutions September 2008 - June 2009
PointClear February 2008 - September 2008
Combined Worksite Solutions October 2004 - February 2008
Mega Life & Health June 2002 - October 2004
Premier Financial Group December 2001 - June 2002
CBeyond Communications September 2000 - November 2001
Education
Georgia Institute of Technology 1992 — 1997
Bachelors, Industrial & Systems Engineering
Eileen Sosa's Premier Financial Group Experience February 2011 - Present
Job Sales Coordinator at Premier Financial Group
Industry Human Resources
Experience
Premier Financial Group February 2011 - Present
Skills
Recruiting, Customer Service, Employee Relations, Outlook, Negotiation, Event Planning, Employee Training, Employee Benefits, Account Management, Coaching, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Team Building, Team Leadership
Education
Manhattanville College 1998 — 2000
Premier Financial Group February 2011 - Present
Skills
Recruiting, Customer Service, Employee Relations, Outlook, Negotiation, Event Planning, Employee Training, Employee Benefits, Account Management, Coaching, Management, Marketing, Marketing Strategy, New Business Development, Sales, Sales Management, Team Building, Team Leadership
Education
Manhattanville College 1998 — 2000
Joel V. Russo's Premier Financial Group Experience 1987 - Present
Job Experienced Distribution and Retirement Specialist
Industry Financial Services
Experience
Premier Financial Group 1987 - Present
Skills
Retirement, Strategic Financial..., Fixed Annuities, Estate Planning, Investments, Wealth Management, Insurance, 401k, Mutual Funds, Disability Insurance, Life Insurance, Long-term Care, Tax, IRAs, Income and Distribution..., Financial Advisory, Securities, Wealth
Education
University of Delaware 1983 — 1985
Business
PARAMUS HS 1978 — 1981
General
Premier Financial Group 1987 - Present
Skills
Retirement, Strategic Financial..., Fixed Annuities, Estate Planning, Investments, Wealth Management, Insurance, 401k, Mutual Funds, Disability Insurance, Life Insurance, Long-term Care, Tax, IRAs, Income and Distribution..., Financial Advisory, Securities, Wealth
Education
University of Delaware 1983 — 1985
Business
PARAMUS HS 1978 — 1981
General
Angele Olsen's Premier Financial Group Experience January 2002 - May 2011
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2012 - Present
Premier Financial Group January 2002 - May 2011
Skills
Series 24, Series 7, Series 63, Series 65, Investment Advisory, Retirement Planning, Registered Paraplanner, CA Insurance License, Finance
Education
College for Financial Planning 2007 — 2008
Registered Paraplanner
California State University-Chico 1972 — 1974
Business Administration
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC July 2012 - Present
Premier Financial Group January 2002 - May 2011
Skills
Series 24, Series 7, Series 63, Series 65, Investment Advisory, Retirement Planning, Registered Paraplanner, CA Insurance License, Finance
Education
College for Financial Planning 2007 — 2008
Registered Paraplanner
California State University-Chico 1972 — 1974
Business Administration