Puritan Financial Companies, Inc.
Industry: Insurance company
DescriptionFounded: 1998 Subsidiaries: Puritan Brokerage Services, Inc., Puritan Investment Advisors Inc.
Puritan Financial Companies, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Puritan Financial Companies, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Puritan Financial Companies, Inc. Employees
Employee
Years
Job
Industry
Daniel Fechner Daniel Fechner's Puritan Financial Companies, Inc. Experience June 2012 - August 2012
Job Credit Analyst at Comerica
Industry Banking
Experience
Comerica Bank October 2014 - Present
The Good-Works Company March 2014 - September 2014
Puritan Financial Companies, Inc. June 2012 - August 2012
CLA USA, Inc June 2011 - August 2011
HIS BridgeBuilders June 2010 - July 2010
Skills
Process Improvement, Leadership, Project Management, Credit Analysis, Commercial Lending, Leveraged Lending, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Microsoft Office, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Prestonwood Christian Academy 2005 — 2009
Comerica Bank October 2014 - Present
The Good-Works Company March 2014 - September 2014
Puritan Financial Companies, Inc. June 2012 - August 2012
CLA USA, Inc June 2011 - August 2011
HIS BridgeBuilders June 2010 - July 2010
Skills
Process Improvement, Leadership, Project Management, Credit Analysis, Commercial Lending, Leveraged Lending, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Microsoft Office, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Prestonwood Christian Academy 2005 — 2009
Teresa Biddix's Puritan Financial Companies, Inc. Experience December 2008 - August 2012
Job Bank of America: Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America October 2014 - Present
RAI Advisors and Invest Financial January 2014 - October 2014
CLA USA, Inc August 2012 - November 2013
Puritan Financial Companies, Inc. December 2008 - August 2012
RAI Advisors August 2007 - December 2008
Covenant Reliance Producers March 2005 - April 2007
Skills
Personal Financial..., Independent Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, College Funding..., Managed Money, Investment Brokerage, Financial Services, Investment Advisory, Alternative Investments
Education
Middle Tennessee State University 1990 — 1994
Mathematics and Statistics
Bank of America October 2014 - Present
RAI Advisors and Invest Financial January 2014 - October 2014
CLA USA, Inc August 2012 - November 2013
Puritan Financial Companies, Inc. December 2008 - August 2012
RAI Advisors August 2007 - December 2008
Covenant Reliance Producers March 2005 - April 2007
Skills
Personal Financial..., Independent Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, College Funding..., Managed Money, Investment Brokerage, Financial Services, Investment Advisory, Alternative Investments
Education
Middle Tennessee State University 1990 — 1994
Mathematics and Statistics
Shellie Kerr Shellie Kerr's Puritan Financial Companies, Inc. Experience February 2015 - April 2015
Job Business Education Teacher at Gainesville High School
Industry Accounting
Experience
Puritan Financial Companies, Inc. February 2015 - April 2015
CHRISTUS Health Corporate September 2013 - January 2015
Cloud Roofing, Inc November 2008 - September 2013
KBA Group LLP January 2006 - November 2008
Hisle and Company, Certified Public Accountants and Consultants January 2005 - December 2005
EnviroClean Management Service, Inc June 2001 - December 2004
Ernst & Young October 1999 - May 2001
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Reporting, QuickBooks, Financial Statements, Corporate Tax, Tax Preparation, Tax, General Ledger, Auditing, Financial Analysis, Tax Accounting, US GAAP
Education
University of North Texas
Bachelor of Business Administration, Accounting
Puritan Financial Companies, Inc. February 2015 - April 2015
CHRISTUS Health Corporate September 2013 - January 2015
Cloud Roofing, Inc November 2008 - September 2013
KBA Group LLP January 2006 - November 2008
Hisle and Company, Certified Public Accountants and Consultants January 2005 - December 2005
EnviroClean Management Service, Inc June 2001 - December 2004
Ernst & Young October 1999 - May 2001
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Reporting, QuickBooks, Financial Statements, Corporate Tax, Tax Preparation, Tax, General Ledger, Auditing, Financial Analysis, Tax Accounting, US GAAP
Education
University of North Texas
Bachelor of Business Administration, Accounting
Kristan Grubbs's Puritan Financial Companies, Inc. Experience August 2013 - Present
Job Recruiting Administrator at Puritan Financial Companies, Inc.
Industry Financial Services
Experience
Puritan Financial Companies, Inc. August 2013 - Present
Atterro Human Capital Group July 2013 - August 2013
EMSI May 2013 - June 2013
APR Consulting September 2012 - April 2013
Bank of America July 2012 - September 2012
Volt April 2012 - July 2012
Capital One October 2011 - January 2012
MedSynergies June 2010 - September 2011
Keller Williams Realty July 2009 - April 2010
Skills
Recruiting, Onboarding, Employee Relations, Interviews, Human Resources, New Hire Orientations, Applicant Tracking..., Temporary Staffing, Talent Acquisition, Staffing Services, Hiring, Temporary Placement, Sourcing, Background Checks, Taleo, Internet Recruiting, Screening Resumes, Luceo, College Recruiting, Time Management
Education
Tarrant County College 2007 — 2008
Puritan Financial Companies, Inc. August 2013 - Present
Atterro Human Capital Group July 2013 - August 2013
EMSI May 2013 - June 2013
APR Consulting September 2012 - April 2013
Bank of America July 2012 - September 2012
Volt April 2012 - July 2012
Capital One October 2011 - January 2012
MedSynergies June 2010 - September 2011
Keller Williams Realty July 2009 - April 2010
Skills
Recruiting, Onboarding, Employee Relations, Interviews, Human Resources, New Hire Orientations, Applicant Tracking..., Temporary Staffing, Talent Acquisition, Staffing Services, Hiring, Temporary Placement, Sourcing, Background Checks, Taleo, Internet Recruiting, Screening Resumes, Luceo, College Recruiting, Time Management
Education
Tarrant County College 2007 — 2008
Don Shelby Don Shelby's Puritan Financial Companies, Inc. Experience February 2014 - June 2014
Job Creative Recruiter at The Creative Group
Industry Nonprofit Organization Management
Experience
Burning Bush Church 2011 - Present
The Creative Group June 2014 - May 2015
Puritan Financial Companies, Inc. February 2014 - June 2014
Quicken Loans April 2013 - September 2013
Target April 2008 - January 2012
Skills
Public Relations, Marketing, Fundraising, Newsletters, Strategy, Social Media, Advertising, Facebook, Photoshop, Social Networking, Event Planning, Social Media Marketing, Graphic Design, Creative Direction, Microsoft Office
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Burning Bush Church 2011 - Present
The Creative Group June 2014 - May 2015
Puritan Financial Companies, Inc. February 2014 - June 2014
Quicken Loans April 2013 - September 2013
Target April 2008 - January 2012
Skills
Public Relations, Marketing, Fundraising, Newsletters, Strategy, Social Media, Advertising, Facebook, Photoshop, Social Networking, Event Planning, Social Media Marketing, Graphic Design, Creative Direction, Microsoft Office
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hope Olsen, PMP Hope Olsen, PMP's Puritan Financial Companies, Inc. Experience 2003 - 2005
Job Project Manager at JPS Hospital
Industry Hospital & Health Care
Experience
JPS Hospital February 2011 - Present
Harden HealthCare 2008 - 2011
Voyager HospiceCare, Inc January 2008 - August 2010
Puritan Financial Companies, Inc. 2003 - 2005
Puritan Financial Companies, Inc. 2003 - 2005
Skills
Healthcare, Medicare, EMR, Healthcare Management, Managed Care, Hospitals, HIPAA, Software Documentation, Customer Service, Healthcare Information..., EHR, Process Improvement, Healthcare Industry, Management, Project Management
Education
Texas Woman's University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oklahoma
Bachelor of Arts (B.A.), Information Studies
JPS Hospital February 2011 - Present
Harden HealthCare 2008 - 2011
Voyager HospiceCare, Inc January 2008 - August 2010
Puritan Financial Companies, Inc. 2003 - 2005
Puritan Financial Companies, Inc. 2003 - 2005
Skills
Healthcare, Medicare, EMR, Healthcare Management, Managed Care, Hospitals, HIPAA, Software Documentation, Customer Service, Healthcare Information..., EHR, Process Improvement, Healthcare Industry, Management, Project Management
Education
Texas Woman's University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oklahoma
Bachelor of Arts (B.A.), Information Studies
Dustin Graham Dustin Graham's Puritan Financial Companies, Inc. Experience March 2013 - Present
Job Regional Marketing Director At Puritan Financial Group, Inc
Industry Financial Services
Experience
Puritan Financial Companies, Inc. March 2013 - Present
Skills
Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Insurance, Sales Management, Mutual Funds, Account Management, Customer Service, Securities, New Business Development, Budgets, Asset Allocation, Team Building, Investments
Education
Texas A&M University-Corpus Christi 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Ottawa University 2002 — 2003
Business Administration and Management, General
Puritan Financial Companies, Inc. March 2013 - Present
Skills
Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Insurance, Sales Management, Mutual Funds, Account Management, Customer Service, Securities, New Business Development, Budgets, Asset Allocation, Team Building, Investments
Education
Texas A&M University-Corpus Christi 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Ottawa University 2002 — 2003
Business Administration and Management, General
Kim McIntyre Kim McIntyre's Puritan Financial Companies, Inc. Experience 1996 - 2001
Job Chief Operating Officer at McIntyre Household
Industry Health, Wellness and Fitness
Experience
McIntyre Household January 2013 - Present
Arbonne International February 2012 - January 2013
Prestonwood Christian Academy 2001 - 2011
Puritan Financial Companies, Inc. 1996 - 2001
Highland Homes 1991 - 1996
McIntyre Insurance Group 1989 - 1991
Skills
Project Management, Leadership, Sales, Customer Service, Public Speaking, Event Planning, Team Leadership, Fundraising, Coaching, Team Building, Strategic Planning, Marketing, Social Networking, Training, Leadership Development
Education
LeTourneau University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
McIntyre Household January 2013 - Present
Arbonne International February 2012 - January 2013
Prestonwood Christian Academy 2001 - 2011
Puritan Financial Companies, Inc. 1996 - 2001
Highland Homes 1991 - 1996
McIntyre Insurance Group 1989 - 1991
Skills
Project Management, Leadership, Sales, Customer Service, Public Speaking, Event Planning, Team Leadership, Fundraising, Coaching, Team Building, Strategic Planning, Marketing, Social Networking, Training, Leadership Development
Education
LeTourneau University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
David Hickson, LUTCF David Hickson, LUTCF's Puritan Financial Companies, Inc. Experience April 2009 - April 2011
Job Financial Services Representative
Industry Investment Management
Experience
MetLife Premier Client Group of the Southwest, an Office of MetLife June 2011 - Present
Puritan Financial Companies, Inc. April 2009 - April 2011
ICM 2007 - 2008
City of Peoria August 2005 - April 2007
Town of Mammoth Lakes February 1997 - August 2005
Skills
Investments, Life Insurance, Securities, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Fixed Annuities, Insurance, Long-term Care, Disability Insurance, Series 7, Strategic Financial..., Financial Advisory, Asset Allocation, IRAs, Investment Advisory, Financial Analysis, Health Insurance
Education
Northern Arizona University 1989 — 1993
B.S., Geography/Planning
MetLife Premier Client Group of the Southwest, an Office of MetLife June 2011 - Present
Puritan Financial Companies, Inc. April 2009 - April 2011
ICM 2007 - 2008
City of Peoria August 2005 - April 2007
Town of Mammoth Lakes February 1997 - August 2005
Skills
Investments, Life Insurance, Securities, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Fixed Annuities, Insurance, Long-term Care, Disability Insurance, Series 7, Strategic Financial..., Financial Advisory, Asset Allocation, IRAs, Investment Advisory, Financial Analysis, Health Insurance
Education
Northern Arizona University 1989 — 1993
B.S., Geography/Planning
Toni Harris Toni Harris's Puritan Financial Companies, Inc. Experience December 2010 - October 2012
Job Attorney/Alternative Dispute Resolution Professional Shareholder at Fraser Trebilcock Davis & Dunlap, P.C.
Industry Law Practice
Experience
Fraser Trebilcock Davis & Dunlap, P.C. February 2005 - Present
Puritan Financial Companies, Inc. December 2010 - October 2012
Howard & Howard 2001 - 2005
General Motors 1993 - 2001
Skills
Intellectual Property, Commercial Litigation, Copyright Law, Appeals, Trademarks, Litigation, Courts, Alternative Dispute..., Mediation, Arbitration, Conflict Resolution, Conflict Management, Microelectronics, Electrical Engineering, Dispute Resolution, Licensing, Trade Secrets, Patents, Legal Research, Patent Litigation, Corporate Law, Civil Litigation, Legal Writing, Trials, Intellectual Property..., Intellectual Property...
Education
Michigan State University College of Law 1997 — 2001
J.D., Law
University of Dayton 1992 — 1993
M.S., Engineering Management
Rochester Institute of Technology 1985 — 1990
B.S., Microelectronic Engineering
Fraser Trebilcock Davis & Dunlap, P.C. February 2005 - Present
Puritan Financial Companies, Inc. December 2010 - October 2012
Howard & Howard 2001 - 2005
General Motors 1993 - 2001
Skills
Intellectual Property, Commercial Litigation, Copyright Law, Appeals, Trademarks, Litigation, Courts, Alternative Dispute..., Mediation, Arbitration, Conflict Resolution, Conflict Management, Microelectronics, Electrical Engineering, Dispute Resolution, Licensing, Trade Secrets, Patents, Legal Research, Patent Litigation, Corporate Law, Civil Litigation, Legal Writing, Trials, Intellectual Property..., Intellectual Property...
Education
Michigan State University College of Law 1997 — 2001
J.D., Law
University of Dayton 1992 — 1993
M.S., Engineering Management
Rochester Institute of Technology 1985 — 1990
B.S., Microelectronic Engineering
Jared Owens's Puritan Financial Companies, Inc. Experience July 2010 - June 2011
Job Account Executive
Industry Business Supplies and Equipment
Experience
MSC Industrial Supply Co. October 2014 - Present
Hire Talent LLC July 2014 - August 2014
Power Play Marketing October 2013 - July 2014
American Lending Solutions March 2013 - October 2013
2 The Point Inc July 2011 - February 2013
Puritan Financial Companies, Inc. July 2010 - June 2011
Estate Planning Preservation June 2009 - June 2010
Skills
Mobile Marketing, IRAs, Life Insurance, Fixed Annuities, Mortgage Banking, Live Video Streaming, Retirement Planning, Insurance, Consumer Lending, Cold Calling, Sales Presentations, Recruiting, Talent Acquisition, Technical Recruiting, Sales
Education
Central Michigan University 2006 — 2009
MSC Industrial Supply Co. October 2014 - Present
Hire Talent LLC July 2014 - August 2014
Power Play Marketing October 2013 - July 2014
American Lending Solutions March 2013 - October 2013
2 The Point Inc July 2011 - February 2013
Puritan Financial Companies, Inc. July 2010 - June 2011
Estate Planning Preservation June 2009 - June 2010
Skills
Mobile Marketing, IRAs, Life Insurance, Fixed Annuities, Mortgage Banking, Live Video Streaming, Retirement Planning, Insurance, Consumer Lending, Cold Calling, Sales Presentations, Recruiting, Talent Acquisition, Technical Recruiting, Sales
Education
Central Michigan University 2006 — 2009
Jeff Ezell Jeff Ezell's Puritan Financial Companies, Inc. Experience 2012 - 2013
Job Founder of ProSocialUSA
Industry Marketing and Advertising
Experience
ProSocialUSA July 2012 - Present
GameChanger Coaches February 2012 - January 2015
Renew Marketing 2012 - 2015
Hawk Apparel, Inc. March 2014 - October 2014
Puritan Financial Companies, Inc. 2012 - 2013
Texas Legends January 2012 - July 2012
Skills
Media Relations, Social Media, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Facebook, Advertising, Email Marketing, Blogging, Marketing Communications, Brand Development, Social Networking, Newsletters
Education
Texas Tech University 2010 — 2012
Master's degree, Mass Communication/Media Studies
ProSocialUSA July 2012 - Present
GameChanger Coaches February 2012 - January 2015
Renew Marketing 2012 - 2015
Hawk Apparel, Inc. March 2014 - October 2014
Puritan Financial Companies, Inc. 2012 - 2013
Texas Legends January 2012 - July 2012
Skills
Media Relations, Social Media, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Facebook, Advertising, Email Marketing, Blogging, Marketing Communications, Brand Development, Social Networking, Newsletters
Education
Texas Tech University 2010 — 2012
Master's degree, Mass Communication/Media Studies
Cal Burgess Cal Burgess's Puritan Financial Companies, Inc. Experience August 2007 - February 2009
Job Retirement Educator, Safe Money Specialist, Long Term Care Educator, Health Insurance Professional
Industry Financial Services
Experience
Reserve National Insurance October 2014 - Present
Retirement Servicing Group PLLC 2009 - Present
Puritan Financial Companies, Inc. August 2007 - February 2009
Network Funding, LP August 2005 - August 2008
Skills
Retirement Planning, Retirement, Mortgage Lending, Finance, Financial Services, Wealth, Insurance, Life Insurance, Fixed Annuities, Residential Mortgages, Refinance, Underwriting
Education
Stephen F. Austin State University 1997 — 2001
BBA, Management
Westlake High School 1992 — 1994
Diploma
Reserve National Insurance October 2014 - Present
Retirement Servicing Group PLLC 2009 - Present
Puritan Financial Companies, Inc. August 2007 - February 2009
Network Funding, LP August 2005 - August 2008
Skills
Retirement Planning, Retirement, Mortgage Lending, Finance, Financial Services, Wealth, Insurance, Life Insurance, Fixed Annuities, Residential Mortgages, Refinance, Underwriting
Education
Stephen F. Austin State University 1997 — 2001
BBA, Management
Westlake High School 1992 — 1994
Diploma
Nathan Kemp Nathan Kemp's Puritan Financial Companies, Inc. Experience October 2011 - May 2013
Job Senior Enterprise Software Developer at GM Financial
Industry Computer Software
Experience
GM Financial May 2013 - Present
Puritan Financial Companies, Inc. October 2011 - May 2013
Identec Solutions, Inc. July 2007 - September 2011
Stemco, LP June 2003 - July 2007
Logic Product Development May 2002 - January 2003
Skills
.NET, Automation, XML, Microsoft SQL Server, ASP.NET, Web Services, C++, Java, SQL, Software Development, Embedded Systems, C, C#, Systems Engineering, Product Development, Process Improvement, Integration, Manufacturing, HTML, RFID+, Mobile Devices, Web Applications, JavaScript, Android, VB.NET, Testing, Enterprise Software, Enterprise Architecture, Databases
Education
University of Texas at Tyler 2006 — 2007
MBA, Business Administration and Management, General
LeTourneau University 1998 — 2003
BS, Electrical Engineering
GM Financial May 2013 - Present
Puritan Financial Companies, Inc. October 2011 - May 2013
Identec Solutions, Inc. July 2007 - September 2011
Stemco, LP June 2003 - July 2007
Logic Product Development May 2002 - January 2003
Skills
.NET, Automation, XML, Microsoft SQL Server, ASP.NET, Web Services, C++, Java, SQL, Software Development, Embedded Systems, C, C#, Systems Engineering, Product Development, Process Improvement, Integration, Manufacturing, HTML, RFID+, Mobile Devices, Web Applications, JavaScript, Android, VB.NET, Testing, Enterprise Software, Enterprise Architecture, Databases
Education
University of Texas at Tyler 2006 — 2007
MBA, Business Administration and Management, General
LeTourneau University 1998 — 2003
BS, Electrical Engineering
Eric Johansson's Puritan Financial Companies, Inc. Experience October 2014 - March 2015
Job Seeking Opportunities in Business Operations Management, Continuous Improvements, Project Management, Customer Relations
Industry Executive Office
Experience
Puritan Financial Companies, Inc. October 2014 - March 2015
Puritan Life Insurance Companies July 2012 - March 2015
Oxford Life Insurance Company May 1993 - June 2012
Skills
Insurance, Process Improvement, Management, Strategic Planning, Leadership, New Business Development, Life Insurance, Project Management, Marketing, Program Management, Marketing Strategy, Sales, Customer Service, Sales Management, Team Building, Business Development, Business Strategy, Negotiation, Operations Management, Budgets, Financial Analysis, Account Management, Business Planning, Change Management, Financial Reporting, Accounting, Compliance, Marketing Communications, Microsoft Excel, Strategic Negotiations, Managed Care, Product Development, Business Analysis, Continuous Process..., Quality & Productivity..., Mergers & Acquisitions, Systems Implementation, Contract & Agreement..., Profit & Loss Management, Leadership Development
Education
Evangel University
Bachelor, Marketing, Management
The University of Dallas
Master of Business Administration (MBA), in-process, Marketing/Marketing Management, General
Puritan Financial Companies, Inc. October 2014 - March 2015
Puritan Life Insurance Companies July 2012 - March 2015
Oxford Life Insurance Company May 1993 - June 2012
Skills
Insurance, Process Improvement, Management, Strategic Planning, Leadership, New Business Development, Life Insurance, Project Management, Marketing, Program Management, Marketing Strategy, Sales, Customer Service, Sales Management, Team Building, Business Development, Business Strategy, Negotiation, Operations Management, Budgets, Financial Analysis, Account Management, Business Planning, Change Management, Financial Reporting, Accounting, Compliance, Marketing Communications, Microsoft Excel, Strategic Negotiations, Managed Care, Product Development, Business Analysis, Continuous Process..., Quality & Productivity..., Mergers & Acquisitions, Systems Implementation, Contract & Agreement..., Profit & Loss Management, Leadership Development
Education
Evangel University
Bachelor, Marketing, Management
The University of Dallas
Master of Business Administration (MBA), in-process, Marketing/Marketing Management, General
Michelle Suter Michelle Suter's Puritan Financial Companies, Inc. Experience January 2015 - Present
Job Licensed Health Advisor at Optum (a division of United Healthcare)
Industry Insurance
Experience
Optum (a division of United Healthcare) September 2015 - Present
Puritan Financial Companies, Inc. January 2015 - Present
Skills
Training, Leadership, Coaching, Employee Benefits, Sales, Recruiting, Benefits Administration, Employee Relations, Talent Acquisition, Human Resources, Customer Service, Team Building, Insurance, Customer Retention, Strategic Planning, Account Management, New Business Development, Onboarding, Business Development, Performance Management, Talent Management, CRM, HR Consulting, Vendor Management, Employee Training, New Hire Orientations, Interviews, Hiring, PEO, Medicare, Payroll, Temporary Placement, Benefits Negotiation, HRIS, Temporary Staffing, Staffing Services, Health Insurance, Internet Recruiting, Sales Process, Call Centers, Salesforce.com, Direct Sales, Sales Operations, Selling, Networking, Management, Sales Motivation, Team Motivation, Medicare Supplements, Medicare Advantage
Education
Southeast Missouri State University 1983 — 1985
BS
University of London 1984 — 1984
University of Missouri-Columbia, College of Business 1981 — 1983
Central High School, Cape Girardeau, MO 1979 — 1981
Optum (a division of United Healthcare) September 2015 - Present
Puritan Financial Companies, Inc. January 2015 - Present
Skills
Training, Leadership, Coaching, Employee Benefits, Sales, Recruiting, Benefits Administration, Employee Relations, Talent Acquisition, Human Resources, Customer Service, Team Building, Insurance, Customer Retention, Strategic Planning, Account Management, New Business Development, Onboarding, Business Development, Performance Management, Talent Management, CRM, HR Consulting, Vendor Management, Employee Training, New Hire Orientations, Interviews, Hiring, PEO, Medicare, Payroll, Temporary Placement, Benefits Negotiation, HRIS, Temporary Staffing, Staffing Services, Health Insurance, Internet Recruiting, Sales Process, Call Centers, Salesforce.com, Direct Sales, Sales Operations, Selling, Networking, Management, Sales Motivation, Team Motivation, Medicare Supplements, Medicare Advantage
Education
Southeast Missouri State University 1983 — 1985
BS
University of London 1984 — 1984
University of Missouri-Columbia, College of Business 1981 — 1983
Central High School, Cape Girardeau, MO 1979 — 1981
Jeffrey Feitt Jeffrey Feitt's Puritan Financial Companies, Inc. Experience June 2015 - Present
Job Finance Professional
Industry Financial Services
Experience
Puritan Financial Companies, Inc. June 2015 - Present
Automatic Data Processing Insurance Agency, Inc. March 2014 - February 2015
American Equity Mortgage January 2012 - February 2014
Skills
Mortgage Lending, Financial Analysis, Microsoft Office, Customer Service, Time Management, Financial Services, Refinance, Mortgage Banking, Loan Origination, Sales, Outlook, Banking, Loans, FHA, Residential Mortgages, Finance, Property & Casualty..., Consulting, Negotiation, Real Estate, Credit, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com
Education
Robert Morris University 2007 — 2011
Bachelor of Business Administration, Finance
Puritan Financial Companies, Inc. June 2015 - Present
Automatic Data Processing Insurance Agency, Inc. March 2014 - February 2015
American Equity Mortgage January 2012 - February 2014
Skills
Mortgage Lending, Financial Analysis, Microsoft Office, Customer Service, Time Management, Financial Services, Refinance, Mortgage Banking, Loan Origination, Sales, Outlook, Banking, Loans, FHA, Residential Mortgages, Finance, Property & Casualty..., Consulting, Negotiation, Real Estate, Credit, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com
Education
Robert Morris University 2007 — 2011
Bachelor of Business Administration, Finance
Patrick Carrington Patrick Carrington's Puritan Financial Companies, Inc. Experience October 2014 - July 2015
Job District Manager at Puritan Financial Group
Industry Financial Services
Experience
Puritan Financial Group July 2015 - Present
Puritan Financial Companies, Inc. October 2014 - July 2015
Puritan Financial Companies, Inc. July 2014 - October 2014
Small Business Institue January 2014 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, SPSS, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Financial Analysis, Wealth Management, Securities, Finance, Asset Allocation, Insurance, Estate Planning, Financial Modeling, Portfolio Management, IRAs, Financial Planning
Education
Indiana University of Pennsylvania 2009 — 2014
Business and Personal/Financial Services Marketing Operations
Puritan Financial Group July 2015 - Present
Puritan Financial Companies, Inc. October 2014 - July 2015
Puritan Financial Companies, Inc. July 2014 - October 2014
Small Business Institue January 2014 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, SPSS, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Financial Analysis, Wealth Management, Securities, Finance, Asset Allocation, Insurance, Estate Planning, Financial Modeling, Portfolio Management, IRAs, Financial Planning
Education
Indiana University of Pennsylvania 2009 — 2014
Business and Personal/Financial Services Marketing Operations
Corey Wilcox's Puritan Financial Companies, Inc. Experience December 2013 - April 2014
Job Developer Program Support at Apple
Industry Information Technology and Services
Experience
Apple April 2014 - Present
Puritan Financial Companies, Inc. December 2013 - April 2014
New York Life Insurance Company June 2013 - October 2013
State of Texas April 2010 - June 2013
Pilgrim's Pride June 2008 - November 2009
Priority One Ems August 2005 - May 2008
Goldstar EMS October 2004 - May 2005
Brookshire Brothers August 2003 - October 2004
Skills
Eagle Scout, Highly Dedicated, Strategic Financial..., Interviews, Customer Service, Teaching, Employee Benefits, Training, Leadership, Management, Strategic Planning, Leadership Development, Coaching, Budgets, Public Speaking
Education
Stephen F. Austin State University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Angelina College
Midland College Regional Fire Academy
Apple April 2014 - Present
Puritan Financial Companies, Inc. December 2013 - April 2014
New York Life Insurance Company June 2013 - October 2013
State of Texas April 2010 - June 2013
Pilgrim's Pride June 2008 - November 2009
Priority One Ems August 2005 - May 2008
Goldstar EMS October 2004 - May 2005
Brookshire Brothers August 2003 - October 2004
Skills
Eagle Scout, Highly Dedicated, Strategic Financial..., Interviews, Customer Service, Teaching, Employee Benefits, Training, Leadership, Management, Strategic Planning, Leadership Development, Coaching, Budgets, Public Speaking
Education
Stephen F. Austin State University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Angelina College
Midland College Regional Fire Academy
Chris Covarrubias's Puritan Financial Companies, Inc. Experience July 2015 - Present
Job Senior Account Executive Puritan Financial Group
Industry Financial Services
Experience
Puritan Financial Companies, Inc. July 2015 - Present
Puritan Financial Companies, Inc. January 2015 - Present
Northwestern Mutual August 2014 - October 2014
Preston Willis Group Partners February 2014 - August 2014
AC Contracting June 2007 - January 2014
SAP September 2013 - December 2013
Freelance September 2010 - December 2011
Dana Garrison Co. June 2011 - September 2011
Skills
Marketing, PowerPoint, Management, Microsoft Excel, Time Management, Microsoft Word, Highly motivated..., Goal-driven leader, Great Motivator, Building Relationships, Financial Strategy, Teamwork, Leadership, Social Media, Marketing Strategy, Consulting, Business Development, Communication, Strategic Planning, Microsoft Office
Education
San Francisco State University 2012 — 2014
Bachelor's of Science in Business Administration, Marketing
City College of San Francisco 2009 — 2012
Puritan Financial Companies, Inc. July 2015 - Present
Puritan Financial Companies, Inc. January 2015 - Present
Northwestern Mutual August 2014 - October 2014
Preston Willis Group Partners February 2014 - August 2014
AC Contracting June 2007 - January 2014
SAP September 2013 - December 2013
Freelance September 2010 - December 2011
Dana Garrison Co. June 2011 - September 2011
Skills
Marketing, PowerPoint, Management, Microsoft Excel, Time Management, Microsoft Word, Highly motivated..., Goal-driven leader, Great Motivator, Building Relationships, Financial Strategy, Teamwork, Leadership, Social Media, Marketing Strategy, Consulting, Business Development, Communication, Strategic Planning, Microsoft Office
Education
San Francisco State University 2012 — 2014
Bachelor's of Science in Business Administration, Marketing
City College of San Francisco 2009 — 2012
Bryan Dutton Bryan Dutton's Puritan Financial Companies, Inc. Experience July 2015 - Present
Job Sr. Account Executive at Puritan Financial Companies, Inc.
Industry Management Consulting
Experience
Puritan Financial Companies, Inc. July 2015 - Present
Puritan Financial Companies, Inc. September 2014 - July 2015
Kalamazoo College September 2012 - May 2015
Visual Resources LLC March 2014 - September 2014
Marquette Management June 2012 - March 2014
Cary Creek Medical July 2011 - June 2012
Lamplighter OC April 2011 - July 2011
Skills
Athletic Training, Weight Loss, Diet, Family Practice, Detoxification, Clinical Nutrition, Weight Loss Coaching, Hammertoes, Nutritional Counseling, Weight, Diet Planning, Nutrition Education, Mommy Makeover, Thigh Lift, SmartLipo, Sports Nutrition, Leadership, Public Speaking, Management, Sales, Customer Service, Microsoft Word
Education
Olivet College 2006 — 2010
Fitness Management, Sport and Fitness Administration/Management
Napoleon High School 2002 — 2006
GED
Puritan Financial Companies, Inc. July 2015 - Present
Puritan Financial Companies, Inc. September 2014 - July 2015
Kalamazoo College September 2012 - May 2015
Visual Resources LLC March 2014 - September 2014
Marquette Management June 2012 - March 2014
Cary Creek Medical July 2011 - June 2012
Lamplighter OC April 2011 - July 2011
Skills
Athletic Training, Weight Loss, Diet, Family Practice, Detoxification, Clinical Nutrition, Weight Loss Coaching, Hammertoes, Nutritional Counseling, Weight, Diet Planning, Nutrition Education, Mommy Makeover, Thigh Lift, SmartLipo, Sports Nutrition, Leadership, Public Speaking, Management, Sales, Customer Service, Microsoft Word
Education
Olivet College 2006 — 2010
Fitness Management, Sport and Fitness Administration/Management
Napoleon High School 2002 — 2006
GED
Joshua Culver Joshua Culver's Puritan Financial Companies, Inc. Experience December 2008 - June 2012
Job Student at Texas A&M University
Industry Higher Education
Experience
Wisenbaker Builder Services June 2015 - Present
Talent Incubator Project September 2014 - May 2015
Pine Cove May 2013 - August 2014
GSA study abroad June 2014 - June 2014
Stornoway Stables October 2013 - May 2014
Pine Cove May 2012 - August 2012
Puritan Financial Companies, Inc. December 2008 - June 2012
Skills
Microsoft Excel, Time Management, Project Planning, Teamwork, PowerPoint, Access, Critical Thinking, Inventory Analysis, Inventory Management, Sales, Warehouse Planning, Data Analysis, Team Leadership, Team Management, Project Management, Logistics, Personnel Selection, Organization, Supply Chain Management
Education
Texas A&M University 2011 — 2015
Bachelor's Degree, Industrial Distribution
Wisenbaker Builder Services June 2015 - Present
Talent Incubator Project September 2014 - May 2015
Pine Cove May 2013 - August 2014
GSA study abroad June 2014 - June 2014
Stornoway Stables October 2013 - May 2014
Pine Cove May 2012 - August 2012
Puritan Financial Companies, Inc. December 2008 - June 2012
Skills
Microsoft Excel, Time Management, Project Planning, Teamwork, PowerPoint, Access, Critical Thinking, Inventory Analysis, Inventory Management, Sales, Warehouse Planning, Data Analysis, Team Leadership, Team Management, Project Management, Logistics, Personnel Selection, Organization, Supply Chain Management
Education
Texas A&M University 2011 — 2015
Bachelor's Degree, Industrial Distribution
Marianne Alford's Puritan Financial Companies, Inc. Experience April 2013 - October 2014
Job Professional Consultant at Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources December 2014 - Present
Puritan Financial Companies, Inc. April 2013 - October 2014
Nortel Networks November 2010 - June 2012
Nortel July 2008 - November 2010
Nortel Networks September 2006 - July 2008
Interstate Batteries November 2005 - September 2006
Concentra September 2004 - November 2005
ClubCorp 1988 - 2004
Education
University of Houston-Clear Lake 1981 — 1983
BS, Accounting
Robert Half Management Resources December 2014 - Present
Puritan Financial Companies, Inc. April 2013 - October 2014
Nortel Networks November 2010 - June 2012
Nortel July 2008 - November 2010
Nortel Networks September 2006 - July 2008
Interstate Batteries November 2005 - September 2006
Concentra September 2004 - November 2005
ClubCorp 1988 - 2004
Education
University of Houston-Clear Lake 1981 — 1983
BS, Accounting
Babatunde Ogundipe's Puritan Financial Companies, Inc. Experience May 2009 - November 2009
Job Multimedia Consultant
Industry E-Learning
Experience
Television 31 December 2013 - June 2014
Freelance June 2012 - December 2013
Sprint January 2010 - June 2012
Apple November 2009 - December 2010
Puritan Financial Companies, Inc. May 2009 - November 2009
Heritage Auction Galleries May 2007 - October 2008
Television 31 September 2004 - May 2007
Walt Disney World June 2003 - February 2004
Education
Oklahoma State University 2002 — 2007
Bachelor of Science (B.S.), English/Film
Television 31 December 2013 - June 2014
Freelance June 2012 - December 2013
Sprint January 2010 - June 2012
Apple November 2009 - December 2010
Puritan Financial Companies, Inc. May 2009 - November 2009
Heritage Auction Galleries May 2007 - October 2008
Television 31 September 2004 - May 2007
Walt Disney World June 2003 - February 2004
Education
Oklahoma State University 2002 — 2007
Bachelor of Science (B.S.), English/Film
Bradley Allanach's Puritan Financial Companies, Inc. Experience August 2014 - May 2015
Job Account Executive at Puritan Financial Companies, Inc.
Industry Financial Services
Experience
Puritan Financial Companies, Inc. August 2014 - May 2015
County of Riverside August 2008 - March 2013
Tri Buick Pontiac GMC January 2004 - August 2008
Skills
Data Entry, Policy, Customer Service, Community Outreach, Research
Education
Excelsior College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.98
Mt. San Jacinto College 1992 — 1996
Associate's degree, Math/Science, 4.0
Puritan Financial Companies, Inc. August 2014 - May 2015
County of Riverside August 2008 - March 2013
Tri Buick Pontiac GMC January 2004 - August 2008
Skills
Data Entry, Policy, Customer Service, Community Outreach, Research
Education
Excelsior College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.98
Mt. San Jacinto College 1992 — 1996
Associate's degree, Math/Science, 4.0
Bert Ulrich's Puritan Financial Companies, Inc. Experience January 2010 - January 2011
Job Michigan Energy Marketing Consultant at ILG, LLC
Industry Oil & Energy
Experience
Investment Liberty Group, LLC January 2012 - Present
Puritan Financial Companies, Inc. January 2010 - January 2011
Talk 4 Less LLC November 2001 - December 2010
Conveyor-Matic, Inc. August 1971 - October 2001
Skills
Customer Service, English, Teaching, Budgets, Public Speaking, Team Building, Energy Consulting, Energy Efficiency, Energy Conservation, Licensed Life & Health..., Material Handling..., Conveyor Systems Expert, Marketing Strategy, Social Media Marketing, Quality System, Sales Management, Project Management, Account Management, Mechanical Engineering, Project Estimation, New Business Development, Business Strategy, Life Insurance, Licensed Life Insurance...
Education
Oakland University 1972 — 1977
Investment Liberty Group, LLC January 2012 - Present
Puritan Financial Companies, Inc. January 2010 - January 2011
Talk 4 Less LLC November 2001 - December 2010
Conveyor-Matic, Inc. August 1971 - October 2001
Skills
Customer Service, English, Teaching, Budgets, Public Speaking, Team Building, Energy Consulting, Energy Efficiency, Energy Conservation, Licensed Life & Health..., Material Handling..., Conveyor Systems Expert, Marketing Strategy, Social Media Marketing, Quality System, Sales Management, Project Management, Account Management, Mechanical Engineering, Project Estimation, New Business Development, Business Strategy, Life Insurance, Licensed Life Insurance...
Education
Oakland University 1972 — 1977
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO