Premier Planning Group
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Premier Planning Group Employees
Employee
Years
Job
Industry
Emily Benton Emily Benton's Premier Planning Group Experience February 2012 - Present
Job Administrative Assistant and New Business Processing at Premier Planning Group
Industry Financial Services
Experience
Premier Planning Group February 2012 - Present
InforMed, LLC May 2009 - September 2009
Skills
Event Planning, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Research, Access
Education
University of Maryland College Park 2008 — 2011
Bachelor's degree, Economics
University of Denver 2007 — 2008
Premier Planning Group February 2012 - Present
InforMed, LLC May 2009 - September 2009
Skills
Event Planning, Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Leadership, Research, Access
Education
University of Maryland College Park 2008 — 2011
Bachelor's degree, Economics
University of Denver 2007 — 2008
Melanie Dands Melanie Dands's Premier Planning Group Experience 2004 - 2005
Job Director of Guest Services at Genesis Health Care Waugh Chapel Center
Industry Hospital & Health Care
Experience
Genesis Health Care -Waugh Chapel Center January 2014 - Present
Western Pest Services June 2006 - December 2013
Premier Planning group 2004 - 2005
Maryland Chamber of Commerce September 1997 - October 1999
United Airlines January 1988 - October 1996
Skills
Sales Management, Account Management, Negotiation, Marketing Strategy, Social Media, Social Media Marketing, New Business Development, Leadership, Direct Sales, Sales Process, Project Management, Sales Operations, Marketing, Team Leadership, B2B, Sales, Customer Retention, Cold Calling, Team Building, Lead Generation, Sales Presentations, Small Business, Training, Salesforce.com, Pest Control, Coaching, Selling, •Implimented new..., Time Management, Contract Negotiation, Recruiting, Human Resources, Inventory Management, Social Networking, Hiring, Business Development, Customer Satisfaction, Customer Service, Management
Education
Anne Arundel Community College
Business management
University of Maryland Baltimore County
Business Administration and Management, General
Genesis Health Care -Waugh Chapel Center January 2014 - Present
Western Pest Services June 2006 - December 2013
Premier Planning group 2004 - 2005
Maryland Chamber of Commerce September 1997 - October 1999
United Airlines January 1988 - October 1996
Skills
Sales Management, Account Management, Negotiation, Marketing Strategy, Social Media, Social Media Marketing, New Business Development, Leadership, Direct Sales, Sales Process, Project Management, Sales Operations, Marketing, Team Leadership, B2B, Sales, Customer Retention, Cold Calling, Team Building, Lead Generation, Sales Presentations, Small Business, Training, Salesforce.com, Pest Control, Coaching, Selling, •Implimented new..., Time Management, Contract Negotiation, Recruiting, Human Resources, Inventory Management, Social Networking, Hiring, Business Development, Customer Satisfaction, Customer Service, Management
Education
Anne Arundel Community College
Business management
University of Maryland Baltimore County
Business Administration and Management, General
Jake Armentrout Jake Armentrout's Premier Planning Group Experience January 2005 - September 2007
Job Financial Advisor Investment Strategy, Portfolio Design/Management and Financial Planning at Pinnacle Financial Adv
Industry Financial Services
Experience
Pinnacle Financial Advisors LLC September 2007 - Present
Premier Planning Group January 2005 - September 2007
Advest, Inc September 2002 - December 2004
Savage & Associates December 1999 - August 2000
Skills
Organizational Structure, Wealth Management, Investment Strategy..., Retirement Planning, Securities, Fixed Annuities, Estate Planning, Investment Strategies
Education
Additional Credentials 2005 — 2007
Industry Licenses: Series 7, 66, Variable Annuity, Variable Life, Finance & Family Business/Entrepreneurship
University of Cincinnati College of Business 2000 — 2005
Bachelor's, Finance/Family Business & Entrepreneurship
Pinnacle Financial Advisors LLC September 2007 - Present
Premier Planning Group January 2005 - September 2007
Advest, Inc September 2002 - December 2004
Savage & Associates December 1999 - August 2000
Skills
Organizational Structure, Wealth Management, Investment Strategy..., Retirement Planning, Securities, Fixed Annuities, Estate Planning, Investment Strategies
Education
Additional Credentials 2005 — 2007
Industry Licenses: Series 7, 66, Variable Annuity, Variable Life, Finance & Family Business/Entrepreneurship
University of Cincinnati College of Business 2000 — 2005
Bachelor's, Finance/Family Business & Entrepreneurship
Dan Harris CLU, ChFC Dan Harris CLU, ChFC's Premier Planning Group Experience September 2002 - October 2013
Job CEO, Premier Financial Network
Industry Financial Services
Experience
Premier Financial Network July 2005 - Present
Premier Planning Group September 2002 - October 2013
Lincoln Financial Group, General Agent, OSJ September 2002 - October 2012
Financial talk show host January 2003 - December 2003
AXA Advisors July 1998 - February 2002
AXA/Equitable 1985 - 2002
AXA Advisors January 1994 - July 1998
Financial Planning Priorities January 1984 - January 1994
Skills
Recruiting top..., Business coaching, General Securities..., Estate and business..., Professional Speaker, Strategic Financial..., Investments, Retirement Planning, Alternative Investments, Series 7, Securities, Buy-sell Agreements, Strategic Partnerships, Training, Financial Advisory, Fixed Annuities, Wealth Management, Management, Financial Services, Leadership, Business Plan..., Business Succession..., Risk Management Planning
Education
The American College 2000 — 2010
PACE, Continuing education for CLU and ChFC, Pass
The American College 1995 — 2010
PACE, Advanced Insurance and financial Concepts, Continuing Education
Axa International Training Center Bordeaux France 1996 — 1996
Business and Strategic Planning, Completed
The American College 1982 — 1983
Chartered Financial Consultant, Advanced insurance and financial concepts, Pass
The American College 1979 — 1980
Chartered Life Underwriter, Life Insurance and Financial Services, Pass
Southern Illinois University, Carbondale 1968 — 1972
Bachelor of Arts, Economics and Political Science
FINRA Registrations:
Series 6,63,65,7,24, Economics/Political Science
Premier Financial Network July 2005 - Present
Premier Planning Group September 2002 - October 2013
Lincoln Financial Group, General Agent, OSJ September 2002 - October 2012
Financial talk show host January 2003 - December 2003
AXA Advisors July 1998 - February 2002
AXA/Equitable 1985 - 2002
AXA Advisors January 1994 - July 1998
Financial Planning Priorities January 1984 - January 1994
Skills
Recruiting top..., Business coaching, General Securities..., Estate and business..., Professional Speaker, Strategic Financial..., Investments, Retirement Planning, Alternative Investments, Series 7, Securities, Buy-sell Agreements, Strategic Partnerships, Training, Financial Advisory, Fixed Annuities, Wealth Management, Management, Financial Services, Leadership, Business Plan..., Business Succession..., Risk Management Planning
Education
The American College 2000 — 2010
PACE, Continuing education for CLU and ChFC, Pass
The American College 1995 — 2010
PACE, Advanced Insurance and financial Concepts, Continuing Education
Axa International Training Center Bordeaux France 1996 — 1996
Business and Strategic Planning, Completed
The American College 1982 — 1983
Chartered Financial Consultant, Advanced insurance and financial concepts, Pass
The American College 1979 — 1980
Chartered Life Underwriter, Life Insurance and Financial Services, Pass
Southern Illinois University, Carbondale 1968 — 1972
Bachelor of Arts, Economics and Political Science
FINRA Registrations:
Series 6,63,65,7,24, Economics/Political Science
James Bradley, CFP James Bradley, CFP's Premier Planning Group Experience March 2010 - July 2011
Job Owner, Sr. Managing Partner at McPherson Bradley Wealth Advisors, LLC
Industry Financial Services
Experience
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Seneca Academy June 2013 - Present
Financial Advantage Associates, Inc September 2011 - September 2013
Premier Planning Group March 2010 - July 2011
Generations Financial Advisors June 2008 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Retirement, Investment Advisory, Life Insurance, Asset Allocation, Retirement Planning, Personal Financial..., Wealth Preservation..., Mutual Funds, Financial Planners, Portfolio Management, Financial Advisory, Securities, Financial Services, Long-term Care, Wealth Management, Small Business..., Tax Efficiency, Long Term Care Insurance, Disability Insurance, Tax-advantaged..., Asset Management, Insurance, Finance, IRAs, 401k Rollovers, Executive Deferred..., Asset Managment
Education
Salisbury University - Perdue School of Business
Bachelor of Science - Cum Laude, Financial Planning
Montgomery College
Associate of Arts and Sciences (A.A.S.), Business and Architecture
Springbrook
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Seneca Academy June 2013 - Present
Financial Advantage Associates, Inc September 2011 - September 2013
Premier Planning Group March 2010 - July 2011
Generations Financial Advisors June 2008 - December 2009
Skills
Strategic Financial..., Investments, Estate Planning, Retirement, Investment Advisory, Life Insurance, Asset Allocation, Retirement Planning, Personal Financial..., Wealth Preservation..., Mutual Funds, Financial Planners, Portfolio Management, Financial Advisory, Securities, Financial Services, Long-term Care, Wealth Management, Small Business..., Tax Efficiency, Long Term Care Insurance, Disability Insurance, Tax-advantaged..., Asset Management, Insurance, Finance, IRAs, 401k Rollovers, Executive Deferred..., Asset Managment
Education
Salisbury University - Perdue School of Business
Bachelor of Science - Cum Laude, Financial Planning
Montgomery College
Associate of Arts and Sciences (A.A.S.), Business and Architecture
Springbrook
Mike Polin Mike Polin's Premier Planning Group Experience June 2004 - Present
Job Financial Planning Consultant for High Income Earners and Businesses
Industry Financial Services
Experience
Premier Planning Group June 2004 - Present
DISCLOSURE INFORMATION June 2004 - Present
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Financial Services, 401k, Insurance, Securities, Small Business, Management, Strategic Planning, Sec 162 Bonus, Executive Compensation..., Income Distribution, Loan Based Split Dollar, Alternative Investments, Mutual Funds, 529 Plans
Education
University of North Florida - College of Business Administration 1998 — 2002
Bachelor's Degree
George Jenkins High School 1994 — 1998
High School
Premier Planning Group June 2004 - Present
DISCLOSURE INFORMATION June 2004 - Present
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Financial Services, 401k, Insurance, Securities, Small Business, Management, Strategic Planning, Sec 162 Bonus, Executive Compensation..., Income Distribution, Loan Based Split Dollar, Alternative Investments, Mutual Funds, 529 Plans
Education
University of North Florida - College of Business Administration 1998 — 2002
Bachelor's Degree
George Jenkins High School 1994 — 1998
High School
Andrea Heitker's Premier Planning Group Experience January 2008 - January 2009
Job Founder, President, and CSO of MelanomaGirl Foundation, Inc.
Industry Nonprofit Organization Management
Experience
MelanomaGirl January 2010 - Present
Premier Planning Group January 2008 - January 2009
Cole + Russell Architects March 2007 - January 2008
Saatchi & Saatchi X November 2005 - March 2007
Premier Planning Group May 2003 - March 2005
Cap Gemini Ernst & Young January 2001 - May 2003
Bain & Company March 1997 - March 2000
Commercial Union Life Insurance Co January 1992 - January 1997
Education
Thomas More College 2008 — 2010
BA, Business Administration, Marketing Concentration
MelanomaGirl January 2010 - Present
Premier Planning Group January 2008 - January 2009
Cole + Russell Architects March 2007 - January 2008
Saatchi & Saatchi X November 2005 - March 2007
Premier Planning Group May 2003 - March 2005
Cap Gemini Ernst & Young January 2001 - May 2003
Bain & Company March 1997 - March 2000
Commercial Union Life Insurance Co January 1992 - January 1997
Education
Thomas More College 2008 — 2010
BA, Business Administration, Marketing Concentration
Christopher Cowen Christopher Cowen's Premier Planning Group Experience June 2007 - December 2008
Job Operations Manager at Signature Financial Services Group
Industry Insurance
Experience
Signature Financial Services Group February 2012 - Present
Premier Planning Group June 2007 - December 2008
Jefferson Pilot Financial (Lincoln Financial) October 1990 - April 2007
Jefferson Pilot Financial August 1986 - October 1990
Davidson County Community College January 1983 - September 1986
Metropolitan Life February 1982 - August 1986
Metropolitan Life November 1979 - February 1982
Skills
Insurance, Life Insurance, Recruiting, Investments, Sales, Sales Management, Management, Coaching, Fixed Annuities, Retirement Planning
Education
Campbell University 1975 — 1979
Bachelor of Science, Psychology, Sociology
Signature Financial Services Group February 2012 - Present
Premier Planning Group June 2007 - December 2008
Jefferson Pilot Financial (Lincoln Financial) October 1990 - April 2007
Jefferson Pilot Financial August 1986 - October 1990
Davidson County Community College January 1983 - September 1986
Metropolitan Life February 1982 - August 1986
Metropolitan Life November 1979 - February 1982
Skills
Insurance, Life Insurance, Recruiting, Investments, Sales, Sales Management, Management, Coaching, Fixed Annuities, Retirement Planning
Education
Campbell University 1975 — 1979
Bachelor of Science, Psychology, Sociology
Christina Ryan Christina Ryan's Premier Planning Group Experience June 2004 - September 2007
Job Managing Director, Greater Washington at Hartman Executive Advisors
Industry Information Technology and Services
Experience
Hartman Executive Advisors January 2012 - Present
Hartman Executive Advisors October 2007 - January 2012
Premier Planning Group June 2004 - September 2007
Skills
Event Planning, Corporate Events, Event Management, Business Development, Marketing Strategy, B2B Marketing, Client Relationship..., Branding, Business Intelligence, CRM, Business Strategy, Program Management, Marketing, Management, Sales, Social Media Marketing, Strategy, Management Consulting, Executive Management, Team Building, Strategic Partnerships, IT Strategy
Education
Elon University - Martha and Spencer Love School of Business 2001 — 2005
Hartman Executive Advisors January 2012 - Present
Hartman Executive Advisors October 2007 - January 2012
Premier Planning Group June 2004 - September 2007
Skills
Event Planning, Corporate Events, Event Management, Business Development, Marketing Strategy, B2B Marketing, Client Relationship..., Branding, Business Intelligence, CRM, Business Strategy, Program Management, Marketing, Management, Sales, Social Media Marketing, Strategy, Management Consulting, Executive Management, Team Building, Strategic Partnerships, IT Strategy
Education
Elon University - Martha and Spencer Love School of Business 2001 — 2005
Nikki Oaks Nikki Oaks's Premier Planning Group Experience November 2013 - Present
Job Personal Assistant/ Client Services Administrator
Industry Financial Services
Experience
Premier Planning Group November 2013 - Present
O'Charley's September 2007 - November 2013
Ryan's All Glass August 2010 - September 2011
OfficeMax November 2006 - November 2007
LaRosa’s January 2005 - November 2006
Skills
Organization, Enjoy Working with..., Advertising, Bookkeeping, Time Management, People Skills, People-oriented, Customer Service, Solid computer skills, Learning Quickly, Customer Satisfaction, Goal Oriented
Education
Cincinnati State Technical and Community College 2007 — 2012
Associate's degree, Marketing
McAuley High School
High School Diploma
Premier Planning Group November 2013 - Present
O'Charley's September 2007 - November 2013
Ryan's All Glass August 2010 - September 2011
OfficeMax November 2006 - November 2007
LaRosa’s January 2005 - November 2006
Skills
Organization, Enjoy Working with..., Advertising, Bookkeeping, Time Management, People Skills, People-oriented, Customer Service, Solid computer skills, Learning Quickly, Customer Satisfaction, Goal Oriented
Education
Cincinnati State Technical and Community College 2007 — 2012
Associate's degree, Marketing
McAuley High School
High School Diploma
Nicole Gaither's Premier Planning Group Experience April 2010 - August 2010
Job Special Needs Professional
Industry Hospital & Health Care
Experience
MFRI August 2015 - Present
Anne Arundel Volunteer Fire Department February 2015 - Present
Self-employed 2003 - Present
A Choice Nanny August 2005 - July 2013
Premier Planning Group April 2010 - August 2010
Skills
Childcare, Typing, Child Development, Early Childhood..., Child Advocacy, Experience Working with..., Special Needs, Diabetes, Disease Management, Human Resources, Family Support, Medication..., Dedicated Professional, Nonprofits, Customer Service, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Healthcare
Education
MFRI 2015 — 2016
EMTB, Emergency Medical Technology/Technician (EMT Paramedic)
University of Maryland College Park 2012 — 2015
Bachelor of Applied Science (BASc), Social Sciences
Anne Arundel Community College 2006 — 2011
Associate's degree, General Transfer/ Psychology
MFRI August 2015 - Present
Anne Arundel Volunteer Fire Department February 2015 - Present
Self-employed 2003 - Present
A Choice Nanny August 2005 - July 2013
Premier Planning Group April 2010 - August 2010
Skills
Childcare, Typing, Child Development, Early Childhood..., Child Advocacy, Experience Working with..., Special Needs, Diabetes, Disease Management, Human Resources, Family Support, Medication..., Dedicated Professional, Nonprofits, Customer Service, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Healthcare
Education
MFRI 2015 — 2016
EMTB, Emergency Medical Technology/Technician (EMT Paramedic)
University of Maryland College Park 2012 — 2015
Bachelor of Applied Science (BASc), Social Sciences
Anne Arundel Community College 2006 — 2011
Associate's degree, General Transfer/ Psychology
Shawn T. Barberis Shawn T. Barberis's Premier Planning Group Experience June 2001 - December 2006
Job Founder of Aspida360, Inc. and The A+LIFE Family Pentagon
Industry Individual & Family Services
Experience
Aspida360, Inc. and the A+LIFE Family Pentagon January 2007 - Present
Premier Planning Group June 2001 - December 2006
Skills
High Net Worth..., Wealth Preservation..., Multi-generational..., Intergenerational..., Strategic Financial..., Legacy Development, Financial Advisory, Wealth Transfer, High Net Worth Insurance, Insurance, Estate Planning, Retirement Planning, Investments, Long-term Care, Financial Analysis, Wealth, Investment Advisory, Financial Services, Portfolio Management, Wealth Management..., Asset Managment, Wealth Management, Investment Management, Private Equity, Fixed Annuities, Series 7, Asset Allocation, Mutual Funds, Disability Insurance, Employee Benefits, Alternative Investments, Life Insurance, Retirement, Finance, Investment Strategies, 401k, Series 65, Series 63, FINRA, Financial Planners, Securities, IRAs, Equities, Small Business, Personal Finance, Hedge Funds, Term Life Insurance, Venture Capital, Wealth Accumulation, Marketing
Education
University of Baltimore School of Law 1997 — 2000
Juris Doctorate, Business and Estate Planning
Dickinson College 1991 — 1995
Bachelor of Arts, Political Science
Gilman 1987 — 1991
Aspida360, Inc. and the A+LIFE Family Pentagon January 2007 - Present
Premier Planning Group June 2001 - December 2006
Skills
High Net Worth..., Wealth Preservation..., Multi-generational..., Intergenerational..., Strategic Financial..., Legacy Development, Financial Advisory, Wealth Transfer, High Net Worth Insurance, Insurance, Estate Planning, Retirement Planning, Investments, Long-term Care, Financial Analysis, Wealth, Investment Advisory, Financial Services, Portfolio Management, Wealth Management..., Asset Managment, Wealth Management, Investment Management, Private Equity, Fixed Annuities, Series 7, Asset Allocation, Mutual Funds, Disability Insurance, Employee Benefits, Alternative Investments, Life Insurance, Retirement, Finance, Investment Strategies, 401k, Series 65, Series 63, FINRA, Financial Planners, Securities, IRAs, Equities, Small Business, Personal Finance, Hedge Funds, Term Life Insurance, Venture Capital, Wealth Accumulation, Marketing
Education
University of Baltimore School of Law 1997 — 2000
Juris Doctorate, Business and Estate Planning
Dickinson College 1991 — 1995
Bachelor of Arts, Political Science
Gilman 1987 — 1991
Michael Mooney,CRPC Michael Mooney,CRPC's Premier Planning Group Experience October 2002 - October 2012
Job Managing Partner at Pilot Financial Advisors
Industry Financial Services
Experience
Pilot Financial Advisors October 2012 - Present
Premier Planning Group October 2002 - October 2012
AXA Advisors September 1985 - October 2002
Second National Bank of Maryland June 1984 - September 1985
Skills
401k, Retirement Planning, Strategic Financial..., Life Insurance, Estate Planning, Series 7, Financial Advisory, Employee Benefits, Financial Services, Securities, Investments, Fixed Annuities, Insurance, Retirement, Mergers & Acquisitions, Investment Advisory, Disability Insurance, Series 63, Long-term Care, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Series 6, IRAs, Asset Allocation, Small Business, Investment Strategies, Strategic Planning, Asset, Investment Management, Financial Analysis, Defined Benefit, Executive Management, Portfolio Management, Finance, Due Diligence, Series 65, Term Life Insurance, Estate Tax Planning, Exit Strategies, Health Savings Accounts, Financial Planning
Education
University of Delaware 1981 — 1985
Business, Finance/Marketing
Mount Hebron High School 1977 — 1981
Pilot Financial Advisors October 2012 - Present
Premier Planning Group October 2002 - October 2012
AXA Advisors September 1985 - October 2002
Second National Bank of Maryland June 1984 - September 1985
Skills
401k, Retirement Planning, Strategic Financial..., Life Insurance, Estate Planning, Series 7, Financial Advisory, Employee Benefits, Financial Services, Securities, Investments, Fixed Annuities, Insurance, Retirement, Mergers & Acquisitions, Investment Advisory, Disability Insurance, Series 63, Long-term Care, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Series 6, IRAs, Asset Allocation, Small Business, Investment Strategies, Strategic Planning, Asset, Investment Management, Financial Analysis, Defined Benefit, Executive Management, Portfolio Management, Finance, Due Diligence, Series 65, Term Life Insurance, Estate Tax Planning, Exit Strategies, Health Savings Accounts, Financial Planning
Education
University of Delaware 1981 — 1985
Business, Finance/Marketing
Mount Hebron High School 1977 — 1981
Todd DiGuiseppe's Premier Planning Group Experience 1994 - 1997
Job Project Manager at JP Morgan
Industry Investment Banking
Experience
JP Morgan March 2000 - Present
Hay Group 1997 - 2000
Premier Planning Group 1994 - 1997
Waynesborough 1984 - 1994
Skills
Derivatives, Financial Analysis, Equities, Investment Banking, FX Options, Emerging Markets, Investment Management, Portfolio Management, Financial Modeling, Capital Markets, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2001
MBA, Finance
Shippensburg University of Pennsylvania 1990 — 1994
Conestoga High School
JP Morgan March 2000 - Present
Hay Group 1997 - 2000
Premier Planning Group 1994 - 1997
Waynesborough 1984 - 1994
Skills
Derivatives, Financial Analysis, Equities, Investment Banking, FX Options, Emerging Markets, Investment Management, Portfolio Management, Financial Modeling, Capital Markets, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2001
MBA, Finance
Shippensburg University of Pennsylvania 1990 — 1994
Conestoga High School
Talia Grover's Premier Planning Group Experience October 2007 - Present
Job Executive Assistant and Marketing at Premier Planning Group
Industry Financial Services
Experience
Premier Planning Group October 2007 - Present
The Volunteer Center for Anne Arundel County June 2009 - June 2015
Janney Public Elementary School, Washington DC August 2005 - January 2006
Skills
Marketing, Event Planning, Manage Client..., Building Relationships, Managing Workflow, Coordinating Events, Coordinating Meetings, Delegation, Appointment Scheduling, Time Management, Follow Through, Creative Writing, Designing Marketing..., Marketing Management, Lead Generation, Strategic Consulting, Team Leadership, Volunteer Management, Non-profit Volunteer, Volunteer Recruiting, Office Management, Office Administration, Fixed Annuities, 401k, Long-term Care, Retirement, Series 7, CRM, Customer Service, Social Media, Management, Strategic Planning
Education
The Catholic University of America 2002 — 2006
Elementary Education
Premier Planning Group October 2007 - Present
The Volunteer Center for Anne Arundel County June 2009 - June 2015
Janney Public Elementary School, Washington DC August 2005 - January 2006
Skills
Marketing, Event Planning, Manage Client..., Building Relationships, Managing Workflow, Coordinating Events, Coordinating Meetings, Delegation, Appointment Scheduling, Time Management, Follow Through, Creative Writing, Designing Marketing..., Marketing Management, Lead Generation, Strategic Consulting, Team Leadership, Volunteer Management, Non-profit Volunteer, Volunteer Recruiting, Office Management, Office Administration, Fixed Annuities, 401k, Long-term Care, Retirement, Series 7, CRM, Customer Service, Social Media, Management, Strategic Planning
Education
The Catholic University of America 2002 — 2006
Elementary Education
Stephen R. Holt's Premier Planning Group Experience October 2007 - Present
Job Partner at Premier Planning Group
Industry Financial Services
Experience
Premier Planning Group October 2007 - Present
Holt's Tire & Auto Center May 2003 - October 2007
Skills
Retirement Planning, Securities, Estate Planning, Financial Services, Series 7, Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Strategic Financial..., Risk Management, Asset Management, Investments, Disability Insurance, IRAs, Alternative Investments, 401k, Investment Advisory, Financial Advisory, Wealth Management, Investment Strategies, Asset Allocation, Employee Benefits, Variable Annuities, Financial Analysis, Long-term Care, Series 6, Portfolio Management, Due Diligence, Term Life Insurance, Fixed Income, Equities, Insurance, Tax, Series 65, Investment Management, Finance, Small Business, Mergers & Acquisitions, Series 63, Long Term Care Insurance, Financial Planners, Personal Finance, Wealth Management..., Wealth Preservation..., Financial Goals, High Net Worth..., Equity Valuation, CPA, Retirement Plan...
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor, Finance
Premier Planning Group October 2007 - Present
Holt's Tire & Auto Center May 2003 - October 2007
Skills
Retirement Planning, Securities, Estate Planning, Financial Services, Series 7, Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Strategic Financial..., Risk Management, Asset Management, Investments, Disability Insurance, IRAs, Alternative Investments, 401k, Investment Advisory, Financial Advisory, Wealth Management, Investment Strategies, Asset Allocation, Employee Benefits, Variable Annuities, Financial Analysis, Long-term Care, Series 6, Portfolio Management, Due Diligence, Term Life Insurance, Fixed Income, Equities, Insurance, Tax, Series 65, Investment Management, Finance, Small Business, Mergers & Acquisitions, Series 63, Long Term Care Insurance, Financial Planners, Personal Finance, Wealth Management..., Wealth Preservation..., Financial Goals, High Net Worth..., Equity Valuation, CPA, Retirement Plan...
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor, Finance
Frank Heitker's Premier Planning Group Experience 2001 - Present
Job Managing Partner, Premier Planning Group
Industry Financial Services
Experience
Premier Planning Group 2001 - Present
Union Central Insurance and Investments July 1990 - September 2001
Manhattan Life Insurance Company July 1987 - July 1990
Ohio Casualty Group January 1982 - July 1987
Skills
Investment Advisory, Accounting, FINRA, Securities, Finance, Forecasting, Asset Management, Asset Managment, Portfolio Management, Public Speaking, Mergers, Team Building, Operations Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Insurance, Customer Service
Education
Miami University 1978 — 1982
BS, Accounting
Premier Planning Group 2001 - Present
Union Central Insurance and Investments July 1990 - September 2001
Manhattan Life Insurance Company July 1987 - July 1990
Ohio Casualty Group January 1982 - July 1987
Skills
Investment Advisory, Accounting, FINRA, Securities, Finance, Forecasting, Asset Management, Asset Managment, Portfolio Management, Public Speaking, Mergers, Team Building, Operations Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Insurance, Customer Service
Education
Miami University 1978 — 1982
BS, Accounting