Robinson Financial Group
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Robinson Financial Group Employees
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
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
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
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
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
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
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
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.
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
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