Sagemark Consulting

Description

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

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Sagemark Consulting Employees

Employee
Years
Job
Industry
Michael Augello Michael Augello Topanga, California Details
Michael Augello's Sagemark Consulting Experience 1993 - 1995
Job Supervising General Agent at HealthCoverageForYou.Com
Industry Insurance
Experience
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

Jeff Rasor Jeff Rasor Greater Denver Area Details
Jeff Rasor's Sagemark Consulting Experience April 2001 - December 2003
Job Executive Pastor at Faith Bible Chapel
Industry Management Consulting
Experience
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

Hal D. Guy Hal D. Guy Glastonbury, Connecticut Details
Hal D. Guy's Sagemark Consulting Experience July 2001 - May 2008
Job Managing Principal at StoneCastle Consulting
Industry Financial Services
Experience
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

Bruce Charleton Bruce Charleton Rochester, New York Area Details
Bruce Charleton's Sagemark Consulting Experience October 2008 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
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

Daniel Lengyel Daniel Lengyel Dallas/Fort Worth Area Details
Daniel Lengyel's Sagemark Consulting Experience 1992 - 2002
Job Managing Partner at MetLife Premier Client Group Red River Valley
Industry Financial Services
Experience
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

Bob Marcinek Bob Marcinek Essex, Connecticut Details
Bob Marcinek's Sagemark Consulting Experience November 2001 - June 2013
Job Finanical Advisor at Essex Financial Services, Inc
Industry Investment Management
Experience
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

Doug Brown, CFP, CRPC Doug Brown, CFP, CRPC Greater New York City Area Details
Doug Brown, CFP, CRPC's Sagemark Consulting Experience April 2006 - Present
Job Wealth Preservation Specialist at Sagemark Consulting
Industry Financial Services
Experience
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

Gregory John Terlecky Gregory John Terlecky San Clemente, California Details
Gregory John Terlecky's Sagemark Consulting Experience June 1998 - June 2001
Job Division Vice President at American General Life Companies Insured Solutions Group
Industry Financial Services
Experience
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

Brian Garnets Brian Garnets Greater New York City Area Details
Brian Garnets's Sagemark Consulting Experience 2006 - Present
Job Financial Planner at Sagemark Consulting
Industry Financial Services
Experience
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

Jim Niedzinski Jim Niedzinski Bloomfield Hills, Michigan Details
Jim Niedzinski's Sagemark Consulting Experience 2002 - 2009
Job Wealth Advisor at Planning Alternatives and WealthCare Advisors
Industry Financial Services
Experience
Planning Alternatives  September 2009 - Present
WealthCare Advisors   2012 - Present
Sagemark Consulting   2002 - 2009

Education
University of Michigan   1995 — 1999

Eugene Bollig Eugene Bollig Greater Denver Area Details
Eugene Bollig's Sagemark Consulting Experience 1996 - 2000
Job Operations Manager Centerplate Sports Authority Field
Industry Retail
Experience
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

Paula Merrell Paula Merrell Dallas/Fort Worth Area Details
Paula Merrell's Sagemark Consulting Experience 1995 - 2002
Job Owner, Chef Point Cafe
Industry Restaurants
Experience
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

Carrie Meyer Carrie Meyer Greater St. Louis Area Details
Carrie Meyer's Sagemark Consulting Experience January 2007 - January 2008
Job Owner/Photographer
Industry Retail
Experience
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

Robert Ponciroli Robert Ponciroli Greater St. Louis Area Details
Robert Ponciroli's Sagemark Consulting Experience 1991 - 2000
Job Wealth Adviser & Sales Manager
Industry Financial Services
Experience
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

Robert J Friedman Robert J Friedman Greater New York City Area Details
Robert J Friedman's Sagemark Consulting Experience 1997 - 1998
Job CFO at BAMCO, inc.
Industry Construction
Experience
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

Joe Romanowski Joe Romanowski Greater Atlanta Area Details
Joe Romanowski's Sagemark Consulting Experience 2001 - 2003
Job Your Benefits Guy
Industry Insurance
Experience
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

Carlo Sanfilippo Carlo Sanfilippo Greater St. Louis Area Details
Carlo Sanfilippo's Sagemark Consulting Experience January 2000 - May 2003
Job President at Integral Wealth
Industry Financial Services
Experience
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

Blake Coe Blake Coe Greater Chicago Area Details
Blake Coe's Sagemark Consulting Experience 2002 - 2003
Job Marketing Associate at JPMorgan Chase
Industry Financial Services
Experience
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

Bob Gottschling Bob Gottschling Vienna, Virginia Details
Bob Gottschling's Sagemark Consulting Experience May 1984 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
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

Tia Rodriguez Tia Rodriguez Greater San Diego Area Details
Tia Rodriguez's Sagemark Consulting Experience March 1996 - December 2004
Job Financial Services Sales Support and Design at Copperstone Partners
Industry Financial Services
Experience
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

Nathan Thomsen, CFP® Nathan Thomsen, CFP® Greater New York City Area Details
Nathan Thomsen, CFP®'s Sagemark Consulting Experience September 2007 - January 2012
Job Fidelity Investments
Industry Financial Services
Experience
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

Laura Chenoweth, ACS, ALMI Laura Chenoweth, ACS, ALMI Greater Boston Area Details
Laura Chenoweth, ACS, ALMI's Sagemark Consulting Experience October 2005 - March 2007
Job Employee Activity Committee Chair at Lincoln Financial Group, Concord
Industry Insurance
Experience
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

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