Sagemark Consulting
Address: 300 Galleria Pkwy SE #900, Atlanta, GA 30339 Phone: (770) 799-7036: Website: Place name: : : Category: : : Hours: : Website: http://sagemarkatl.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sagemark Consulting Posting publicly on the Web Write a review Reviews Be the first to review
Sagemark Consulting List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sagemark Consulting. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sagemark Consulting Employees
HealthCoverageForYou.Com October 1999 - Present
HealthCoverageForYou.Com 1999 - Present
John Hancock Financial Services 1998 - 1999
LTC Global Marketing Inc. / ACSIA Long Term Care 1995 - 1998
Sagemark Consulting 1993 - 1995
Skills
Health Insurance, Long Term Care Insurance, Medicare Advantage, Disability Insurance, Workers Compensation, Property & Casualty..., Term Life Insurance, Homeowners, Commercial Insurance, Life Insurance, Umbrella Insurance, General Insurance, Casualty, Fixed Annuities, Liability, Whole Life, Legal Liability, Underwriting, Policy, Professional Liability, Universal Life
Education
University of Southern California 1984 — 1988
Bachelor of Arts (B.A.), Interdisciplineary Studies
Faith Bible Chapel December 2011 - Present
Blue Sky Potential, LLC January 2011 - Present
Faith Bible Chapel June 2006 - December 2010
Promise Keepers January 2004 - September 2007
Sagemark Consulting April 2001 - December 2003
Federal Reserve Bank of Kansas City, Denver Branch September 1999 - February 2001
Skills
Strategic Planning, Leadership, Strategy, Program Management, Public Speaking, Coaching, Management, Strategic Partnerships, Event Management, Budgets, Staff Development, Recruiting, Teaching, Analysis, Integration, Leadership Development, Team Building, Non-profits, Business Strategy, Project Management, Program Development, Training, Marketing, Event Planning, Change Management, Fundraising, Community Organizing, Conflict Management
Education
Denver Seminary 2007 — 2015
MA, Leadership
University of Denver - Daniels College of Business 1995 — 1998
BSBA, Finance/Marketing - cum laude
StoneCastle Consulting June 2008 - Present
Sagemark Consulting July 2001 - May 2008
Skills
Wealth Management, Insurance, Investment Strategies, Estate Planning, Certified Financial..., Alternative Investment..., Investment Portfolio..., Financial Modeling
Education
The University of Connecticut 1979 — 1983
Bachelor of Science (BS), Finance
Sagemark Consulting October 2008 - Present
AT&T March 1999 - February 2007
Citi Bank August 1995 - March 1999
Chase Manhattan Bank, N.A. 1989 - 1995
Skills
Portfolio Management, Finance, Mutual Funds, Sales, Series 7, Investments, Retirement, Investment Advisory
Education
University of Rochester - Simon Business School 1988 — 1991
MBA, Finance Entrepreneurship
MetLife March 2014 - Present
Merrill Lynch May 2012 - March 2014
MetLife January 2002 - April 2012
Sagemark Consulting 1992 - 2002
Education
University of Michigan 1987 — 1990
Essex Financial Services, Inc July 2013 - Present
Sagemark Consulting November 2001 - June 2013
Olson Mobeck, Inc July 1999 - October 2001
People's United Bank April 1996 - June 1999
Connecticut National Bank / Shawmut Bank June 1984 - December 1995
Skills
Certified Financial..., Wealth Management, Finance, Retirement Planning, Asset Allocation, Series 7, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
University of Connecticut 1976 — 1979
BA, Economics
Sagemark Consulting April 2006 - Present
UBS November 2004 - June 2005
Skills
Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth, Wealth Management..., Retirement Planning, Investment Advisory, Investments, Retirement, Mutual Funds, Asset Allocation, IRAs, Wealth Management, Asset Managment, Certified Financial..., Sales, Strategic Financial..., Portfolio Management, Equities, Securities, Alternative Investments, Investment Strategies, Insurance, 401k, Financial Analysis, Fixed Annuities, Uniform Combined State..., Series 63, Series 7, Asset Management, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
American General Life Companies July 2013 - Present
American General Life Companies June 2008 - July 2013
Principal Financial Group April 2001 - June 2008
Sagemark Consulting June 1998 - June 2001
New York Life Insurance Company January 1996 - June 1998
New England Financial March 1989 - January 1996
CIGNA Individual Financial Services April 1981 - March 1989
Professional Baseball Player September 1970 - September 1980
Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth
Education
Whittier College 1974 — 1978
BA, Business Management
University of Oregon 1970 — 1972
Business Administration and Management, General
Sagemark Consulting 2006 - Present
Skills
Financial Planning, Insurance, Retirement, Estate Planning, Investments, Wealth, Retirement Planning, Wealth Management, Succession Planning
Education
University of Maryland College Park 1991 — 1995
B.S., Finance & Accounting
Planning Alternatives September 2009 - Present
WealthCare Advisors 2012 - Present
Sagemark Consulting 2002 - 2009
Education
University of Michigan 1995 — 1999
Centerplate November 2012 - Present
ARAMARK Sports & Entertainment November 1995 - November 2012
Sagemark Consulting 1996 - 2000
Colorado Association of School Executives 1993 - 1996
Skills
Multi-unit, Inventory Management, Income Statement, Inventory Control, Food Service, Operations Management, Menu Development, Customer Service, Profit, Food & Beverage, Catering, Restaurant Management, Culinary Skills, Labor Management, Restaurants
Education
University of Denver - Daniels College of Business 1980 — 1985
Accounting
Chef Point, LLC 2003 - Present
Sagemark Consulting 1995 - 2002
Skills
Strategic Financial..., Marketing, Management, Small Business, Business Planning, Strategic Planning
Education
Parkwood High School
University of Missouri-Columbia
BBA, Accounting
Insomniac Studios/Dancers Eye November 2010 - Present
Greenway Family Office LLC May 2010 - November 2010
Private Contractor January 2010 - March 2010
St. Louis Trust Company January 2008 - December 2009
Sagemark Consulting January 2007 - January 2008
MEMC 2004 - 2007
MEMC Electronic Materials 2003 - 2007
Lutheran Hour Ministries 1998 - 2004
Skills
Photography, Fine Art Photography, Portrait Photography, Event Photography, Digital Media, Film, Photos, Human Resources, Camera, Wedding Photography, Image Manipulation, Commercial Photography, Digital Photography, Adobe Creative Suite, Weddings, Art, Management
Education
University of Phoenix 2000 — 2003
FFG 2009 - Present
AXA Advisors 2007 - 2009
Foresters 2005 - 2006
Saint Louis Investment Advisors 2003 - 2005
Prudential Financial 2000 - 2003
Sagemark Consulting 1991 - 2000
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Employee Benefits, Health Insurance, Risk Management, Retirement, Insurance, Wealth Management, Strategic Financial..., Series 7
Education
DeSmet Jesuit High School
University of Missouri-Columbia
BA, Economics
BAMCO, inc. May 2002 - Present
WithumSmith+Brown (prior firm merged with) July 1998 - May 2002
Sagemark Consulting 1997 - 1998
Professional CPAs and Consultants 1983 - 1998
Skills
Strategy, Business Process..., Financial Planning, Business Strategy, Business Performance..., Financial Accounting, Finance, Accounting, Business Planning, Forecasting, Financial Reporting, Management, Internal Controls, GAAP, Taxation, Due Diligence, Risk Management, Cash Flow, Budgets, Auditing, Budget, Critical Thinking Skills, Lean Transformation, System Design, Business Intelligence, Industry Research, Strategic Financial..., Strategic Planning, KPI Implementation, Management Consulting, Performance Management
Education
University of Miami - School of Business 1978 — 1982
Bachelor's Degree, Accounting
Colonial Life November 2011 - Present
Coastal Benefits Solutions, LLC January 2011 - Present
Joe Romanowski Benefits Consulting April 1992 - January 2011
College Funding Solutions 2003 - 2008
Sagemark Consulting 2001 - 2003
Skills
Health, Insurance, Public Speaking, Retirement Planning, Small Business, Employee Benefits, Retirement, Annuities, Customer Service, Leadership, Fixed Annuities, Strategic Planning, Life Insurance, Sales, Long-term Care, Health Insurance, Term Life Insurance, Long Term Care Insurance, Health Savings Accounts, Universal Life, 401k, Whole Life
Education
University of Miami 1975 — 1979
Bachelor of Business Admin., Business Management
St. Joseph's HS 1971 — 1975
Integral Wealth January 2015 - Present
The Wexford Group May 2003 - December 2014
Sagemark Consulting January 2000 - May 2003
Union Planters Bank January 1998 - January 2000
CIGNA Financial Advisors September 1995 - September 1998
Skills
Retirement Planning, Estate Planning, Financial Planners, Securities, Investment Management, Financial Planning, Wealth Management, Retirement, Mutual Funds, 401k, FINRA, Small Business, Investments, Series 7, Finance, Wealth, Financial Advisory, Variable Annuities, Wealth Management..., Wealth Accumulation, Succession Planning, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, High Net Worth..., Fixed Annuities, Life Insurance, Insurance, Asset Management, Alternative Investments, Asset Managment, Leadership, Strategic Planning, Financial Services, Series 63, Risk Management
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Finance
University of Missouri-Saint Louis 1990 — 1995
BA, German
JPMorgan Chase 2010 - Present
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2005 - 2007
Rossetti 2004 - 2005
Sagemark Consulting 2002 - 2003
Skills
Microsoft Office, Quantitative Analytics, Marketing Strategy, Analysis, Forecasting, Proposal Writing, Marketing, PowerPoint, Project Management, Microsoft Excel, Strategic Planning, Business Development
Education
University of Michigan 2000 — 2004
B.A., Communication Studies
Sagemark Consulting May 1984 - Present
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Annuities, Investments, IRAs, Financial Advisory, Securities, Life Insurance, Estate Planning, 401k Rollovers, 401k
Education
University of Maryland College Park 1975 — 1978
University of Maryland College Park
Copperstone Partners January 2010 - Present
LPL Financial 2009 - 2011
Vivant January 2005 - December 2009
Sagemark Consulting March 1996 - December 2004
Skills
Life & Health Insurance..., Management, Training, Employee Benefits, Life Insurance, Customer Service, Financial Services, Investment Advisory, Insurance, Retirement Planning
Education
UC San Diego
Bachelor of Psychology, Minor in Management Science
Fidelity Investments October 2015 - Present
Fidelity Investments March 2013 - Present
Gartner January 2012 - July 2012
Sagemark Consulting September 2007 - January 2012
Barnum Financial Group 2005 - 2007
Morgan Stanley 2003 - 2005
Education
The University of Connecticut 1999 — 2003
Business Administration, Marketing
Xavier High School
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group March 2007 - May 2011
Sagemark Consulting October 2005 - March 2007
Skills
Insurance, Life Insurance, Relationship Management, Strategic Planning, Marketing Strategy, Leadership, Process Improvement, Marketing, Public Speaking, Account Management, Business Analysis, Customer Service, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Financial Services, Event Planning
Education
University of New Hampshire 2000 — 2004
Bachelor of Science (B.S.), Communication