Robinson Financial Group

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Robinson Financial Group Employees

Employee
Years
Job
Industry
Wesley Pingelton CFA, CFP Wesley Pingelton CFA, CFP Dallas/Fort Worth Area Details
Wesley Pingelton CFA, CFP's Robinson Financial Group Experience November 2009 - November 2011
Job Financial Planner at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth   November 2011 - Present
Robinson Financial Group   November 2009 - November 2011
The Botsford Group  January 2003 - November 2009

Skills
Series 7, Retirement Planning, Series 63, Series 65, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Retirement, Securities, Asset Allocation, Alternative Investments, Mutual Funds, Estate Planning, Wealth Management...

Education
Oklahoma State University   1998 — 2002
B.A., Finance

Erik Hillier Erik Hillier Portland, Oregon Details
Erik Hillier's Robinson Financial Group Experience February 2011 - April 2014
Job Agency Development Manager at Colonial Life
Industry Insurance
Experience
Colonial Life  July 2015 - Present
RoHillCo Insurance Services, LLC   January 2011 - Present
Cover Oregon  October 2013 - October 2014
Robinson Financial Group   February 2011 - April 2014
GNC  January 2011 - February 2012

Skills
Marketing Strategy, Employee Benefits, Insurance, Employee Benefits Design, Health Insurance, Supplemental Health, Disability Insurance, Sales Presentations, Life Insurance, Term Life Insurance, Long-term Care, Customer Service, Cafeteria Plans, Strategy, Whole Life, Sales, Social Media, Leadership, Social Networking, Management, Marketing

Education
Lakeridge high   2005 — 2009

Monterey Peninsula College

Oregon State University

Carlo Dominguez Carlo Dominguez Charlottesville, Virginia Details
Carlo Dominguez's Robinson Financial Group Experience August 2011 - January 2012
Job MBA Candidate at the University of Virginia, Darden School of Business, Class of 2016
Industry Financial Services
Experience
NextEra Energy, Inc.   June 2015 - August 2015
Fidelity Investments  February 2012 - April 2014
Robinson Financial Group   August 2011 - January 2012
Estructuras Bioclimaticas Avanzadas S.L. (Advanced Bioclimatic Structures)   May 2010 - July 2010

Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Customer Service, Excel, Securities, Valuation

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

University of Arkansas at Fayetteville   2007 — 2011
B.S.B.A., Financial Management/Investments

Elliott Robinson CLU ChFC Elliott Robinson CLU ChFC Greater Chicago Area Details
Elliott Robinson CLU ChFC's Robinson Financial Group Experience September 1974 - Present
Job PRES. at ROBINSON FINANCIAL GROUP
Industry Insurance
Experience
ROBINSON FINANCIAL GROUP   September 1974 - Present

Skills
Health Insurance, Life Insurance, Insurance, Retirement Planning, Disability Insurance, Employee Benefits, Long-term Care, 401k, Estate Planning, Financial Planners, Financial Services, Fixed Annuities, Health Savings Accounts, IRAs, Long Term Care Insurance, Retirement, Small Business, Strategic Financial..., Term Life Insurance, Universal Life, Wealth, Wealth Management, Whole Life

Education
Roosevelt University   1972 — 1974
BsBA, FINANCE, MARKETING

Robert Green CFP Robert Green CFP Greater Chicago Area Details
Robert Green CFP's Robinson Financial Group Experience October 2010 - Present
Job Case Strategy Designer / Product Analyst at Robinson Financial Group
Industry Insurance
Experience
Robinson Financial Group   October 2010 - Present
Herman Agency   May 2003 - January 2011
Capital Synergies   October 2001 - May 2003
Results One Financial, LLC   January 2000 - September 2001
Financial Planning Partners   October 1995 - January 2001
CMP Financial Services   January 1986 - October 1995

Skills
Salesforce.com, Life Insurance, Management, Insurance, Retirement Planning, Financial Services, Sales, Financial Planning, Investments, Long-term Care, Retirement, Risk Management, Small Business, Strategic Financial...

Education
Roosevelt University
BSBA, Business Management

Hannes Gehring Hannes Gehring Denver, Colorado Details
Hannes Gehring's Robinson Financial Group Experience April 2007 - March 2008
Job Vice President at Personal Capital
Industry Banking
Experience
Personal Capital  November 2014 - Present
JPMorgan Chase Bank, N.A.   November 2009 - October 2014
Axa Advisors  March 2008 - July 2009
Robinson Financial Group   April 2007 - March 2008

Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales

Education
Corban University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lake Oswego high school

Lauren C. Frey Lauren C. Frey Greater Los Angeles Area Details
Lauren C. Frey's Robinson Financial Group Experience April 2011 - September 2011
Job Student at University of Oxford
Industry Writing and Editing
Experience
Biola University  August 2014 - May 2015
Frey Resource Group   May 2013 - August 2014
Biola University  January 2014 - May 2014
The Chimes  September 2013 - December 2013
Robinson Financial Group   April 2011 - September 2011

Skills
Event Planning, Customer Service, Writing, Creative Writing, Organization, Internal Communications, Editing, Copy Editing, Press Releases, Public Speaking, Social Media, Public Relations, Media Relations, Leadership, Research, Social Networking, Interviews, Blogging, Newsletters

Education
Biola University   2013 — 2017
Bachelor of Arts (BA), English Language and Literature

University of Oxford   2015 — 2015
Shakespeare and Philosophy of Science and Social Science

Ken Biss Ken Biss Greater Chicago Area Details
Ken Biss's Robinson Financial Group Experience 2005 - 2006
Job
Industry Information Technology and Services
Experience
Retired  March 2013 - Present
Panduit Corp.  2007 - 2012
Robinson Financial Group   2005 - 2006
Motorola, Inc.   1985 - 2001

Skills
Software Quality, Metrics, CMMI, Process Development, Software Development, CMM, Configuration Management, Software Engineering, Quality Assurance, Project Management, Software Quality..., Program Management, Process Improvement, Process Simulation, ISO, Quality System, Leadership, Requirements Management, Quality Management, Process Engineering, Scrum, PMP, Project Portfolio..., DMAIC, Testing, Root Cause Analysis, Business Process..., ClearQuest, Agile Project Management, Cross-functional Team..., PMO, Six Sigma, SDLC, Risk Management, Engineering Management, Systems Engineering, ClearCase, Agile Methodologies, Test Automation, Embedded Software, Business Process, Software Project..., MS Project, Test Planning, Operational Excellence, Integration, Release Management, Software Design, Visio, Iso 9000

Education
University of Illinois at Urbana-Champaign   1961 — 1972
Ph.D.

Becket Wright Becket Wright Portland, Oregon Area Details
Becket Wright's Robinson Financial Group Experience September 2008 - Present
Job Owner at Modified Screenprinting
Industry Luxury Goods & Jewelry
Experience
Modified Screenprinting   August 2014 - Present
Oregon City High School  March 2013 - Present
Robinson Financial Group   September 2008 - Present

Skills
Health Insurance, Administrative..., Customer Service, Event Planning, Microsoft Word, Marketing, Budgets, Training, Fundraising, Insurance, Access, Sales Management, QuickBooks, Outlook, Leadership

Education
Pacific University   1988 — 1994
Bachelor of Arts, Psychology

Sam Barlow High School   1984 — 1987

Dennis Bermudez Dennis Bermudez River Grove, Illinois Details
Dennis Bermudez's Robinson Financial Group Experience June 2002 - August 2006
Job Professional Services Consultant at Aasonn
Industry Insurance
Experience
Aasonn  May 2013 - Present
ALLIANCE WORKPLACE SOLUTIONS, LLC   May 2011 - May 2013
ALLIANCE WORKPLACE SOLUTIONS, LLC   June 2010 - May 2011
ALLIANCE WORKPLACE SOLUTIONS, LLC   September 2008 - June 2010
ALLIANCE WORKPLACE SOLUTIONS, LLC   August 2006 - September 2008
Robinson Financial Group   June 2002 - August 2006

Skills
Employee Benefits, Insurance, Customer Service, Disability Insurance, Health Insurance, Benefits Administration, Voluntary Employee..., Voluntary Products, Open Enrollment, Strategic Enrollment..., Enrollment Services, Accident Insurance, Life Insurance, Critical Illness, Interviews, Employee Relations, Training, Health Savings Accounts, Management, Whole Life, Term Life Insurance, Accident, COBRA, Strategy, Group Insurance, Brokers, Workers Compensation, Medicare, Long-term Care, Property & Casualty..., Time Management, 401k, Long Term Care Insurance

Education
University of Illinois at Urbana-Champaign   2001 — 2005
Bachelor's Degree, Speech Communication

De La Salle   1997 — 2001
High School Degree

Our Lady of Mercy   1988 — 1997