Sammons Retirement Solutions
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Sammons Retirement Solutions Employees
Employee
Years
Job
Industry
Paige Dusek Paige Dusek's Sammons Retirement Solutions Experience January 2015 - Present
Job Marketing Communications Specialist at Sammons Retirement Solutions
Industry Marketing and Advertising
Experience
Sammons Retirement Solutions January 2015 - Present
Sammons Retirement Solutions June 2014 - December 2014
Sammons Retirement Solutions October 2013 - May 2014
Rush Soccer August 2011 - November 2012
Skills
Time Management, Social Networking, Social Media, Customer Service, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Teamwork, Public Speaking, Marketing, Facebook, Team Building, Research, Social Media Marketing
Education
Drake University 2010 — 2014
Marketing, Marketing
Sammons Retirement Solutions January 2015 - Present
Sammons Retirement Solutions June 2014 - December 2014
Sammons Retirement Solutions October 2013 - May 2014
Rush Soccer August 2011 - November 2012
Skills
Time Management, Social Networking, Social Media, Customer Service, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Teamwork, Public Speaking, Marketing, Facebook, Team Building, Research, Social Media Marketing
Education
Drake University 2010 — 2014
Marketing, Marketing
Danielle Padget Danielle Padget's Sammons Retirement Solutions Experience July 2013 - Present
Job Forms Designer & Analyst at Sammons Retirement Solutions
Industry Graphic Design
Experience
Sammons Retirement Solutions July 2013 - Present
Sammons Financial Group Member Companies December 2011 - July 2013
Sammons Financial Group Member Companies June 2010 - December 2011
Skills
Digital Photography, Graphic Design, Marketing, Photoshop
Education
Art Institute of Pittsburgh 2013 — 2014
Des Moines Area Community College 2010 — 2013
Graphic Design and Photography
Sammons Retirement Solutions July 2013 - Present
Sammons Financial Group Member Companies December 2011 - July 2013
Sammons Financial Group Member Companies June 2010 - December 2011
Skills
Digital Photography, Graphic Design, Marketing, Photoshop
Education
Art Institute of Pittsburgh 2013 — 2014
Des Moines Area Community College 2010 — 2013
Graphic Design and Photography
Crystal Mistretta Crystal Mistretta's Sammons Retirement Solutions Experience December 2014 - Present
Job Web Production Specialist
Industry Financial Services
Experience
Sammons Retirement Solutions December 2014 - Present
Skills
Graphic Design, Web Design, Web Development, Adobe Creative Suite, Advertising, Marketing Automation, Email Marketing, Direct Marketing, JavaScript, CSS, HTML, PHP, MySQL, Microsoft Office, Photoshop, InDesign, Dreamweaver, Illustrator, Adobe Fireworks, Flash, ActionScript, Microsoft Word, Microsoft Excel, PowerPoint, Access, ASP.NET, Visual Studio, SQL, Microsoft SQL Server, Project Coordination, Direct Mail, Marketing, Layout, Art Direction, Magazines, Magazine Design, Print Ads, Marketing Communications, Web Project Management
Education
Simpson College 2001 — 2005
BA
Des Moines Area Community College 2010 — 2011
Certificate
Des Moines Area Community College 2010 — 2011
Ottumwa High School 1997 — 2001
Sammons Retirement Solutions December 2014 - Present
Skills
Graphic Design, Web Design, Web Development, Adobe Creative Suite, Advertising, Marketing Automation, Email Marketing, Direct Marketing, JavaScript, CSS, HTML, PHP, MySQL, Microsoft Office, Photoshop, InDesign, Dreamweaver, Illustrator, Adobe Fireworks, Flash, ActionScript, Microsoft Word, Microsoft Excel, PowerPoint, Access, ASP.NET, Visual Studio, SQL, Microsoft SQL Server, Project Coordination, Direct Mail, Marketing, Layout, Art Direction, Magazines, Magazine Design, Print Ads, Marketing Communications, Web Project Management
Education
Simpson College 2001 — 2005
BA
Des Moines Area Community College 2010 — 2011
Certificate
Des Moines Area Community College 2010 — 2011
Ottumwa High School 1997 — 2001
Amy Doll Amy Doll's Sammons Retirement Solutions Experience August 2013 - Present
Job Creative Manager/Copywriter specializing in Direct Response
Industry Marketing and Advertising
Experience
Sammons Retirement Solutions August 2013 - Present
Doll Copywriting & Creative Consulting LLC 2008 - Present
Future Health Software January 2010 - October 2012
American Enterprise Group, Inc. April 2006 - December 2009
NCMIC February 2003 - April 2006
Marsh November 1998 - February 2003
Porter & Associates 1996 - November 1998
Team Leader 1995 - 1997
Skills
Direct response..., Direct response..., New Business Development, Public Relations, Fundraising, Recruiting, Professional Liability, Loans, Copywriting, Product Development, Strategy, Direct Marketing, Marketing Strategy, Lead Generation, Advertising, Online Advertising, Social Media Marketing, Social Media, Strategic Planning, Account Management, Marketing Communications, Insurance, Email Marketing, Direct Mail, Corporate Communications, Marketing, Integrated Marketing, Business Development, Digital Marketing, B2B, Project Management, B2B Marketing, PPC, Web Analytics, Online Lead Generation, Newsletters, Web Marketing, Marketing Management, HTML 5, CSS3, E-commerce, SEO, Creative Strategy, Trade Shows, Sales, Direct Response, SaaS, Digital Strategy, Brand Development, CRM
Education
University of Northern Iowa 1990 — 1993
Bachelor of Arts, Public Relations/Communications
Rice University 1995 — 1995
Special program, Publishing
PDMA
2005, 2007, 2008
Grand View College 1989 — 1990
Ankeny High School 1985 — 1989
Sammons Retirement Solutions August 2013 - Present
Doll Copywriting & Creative Consulting LLC 2008 - Present
Future Health Software January 2010 - October 2012
American Enterprise Group, Inc. April 2006 - December 2009
NCMIC February 2003 - April 2006
Marsh November 1998 - February 2003
Porter & Associates 1996 - November 1998
Team Leader 1995 - 1997
Skills
Direct response..., Direct response..., New Business Development, Public Relations, Fundraising, Recruiting, Professional Liability, Loans, Copywriting, Product Development, Strategy, Direct Marketing, Marketing Strategy, Lead Generation, Advertising, Online Advertising, Social Media Marketing, Social Media, Strategic Planning, Account Management, Marketing Communications, Insurance, Email Marketing, Direct Mail, Corporate Communications, Marketing, Integrated Marketing, Business Development, Digital Marketing, B2B, Project Management, B2B Marketing, PPC, Web Analytics, Online Lead Generation, Newsletters, Web Marketing, Marketing Management, HTML 5, CSS3, E-commerce, SEO, Creative Strategy, Trade Shows, Sales, Direct Response, SaaS, Digital Strategy, Brand Development, CRM
Education
University of Northern Iowa 1990 — 1993
Bachelor of Arts, Public Relations/Communications
Rice University 1995 — 1995
Special program, Publishing
PDMA
2005, 2007, 2008
Grand View College 1989 — 1990
Ankeny High School 1985 — 1989
Ann Hughes Ann Hughes's Sammons Retirement Solutions Experience September 2011 - April 2014
Job Founder and CEO at The Female Affect
Industry Financial Services
Experience
The Female Affect January 2011 - Present
Sammons Retirement Solutions September 2011 - April 2014
ING Annuities May 2009 - December 2010
ING March 2007 - May 2009
ING November 2001 - March 2007
Skills
Leadership, Business Development, Coaching, Program Management, Sales, Financial Services, Sales Management, Market Research, Consulting, Financial Advisory, Public Speaking, Employee Benefits, Executive Management, Mutual Funds, Sales Stategy, Equities, Asset Management, Finance, Fixed Income, Insurance, Mergers, Risk Management, Series 63, Strategic Financial..., Wealth Management
Education
Iowa State University 1989 — 2000
B of Science and Masters of Education, Organizational Learning and Human Resource Development
The Female Affect January 2011 - Present
Sammons Retirement Solutions September 2011 - April 2014
ING Annuities May 2009 - December 2010
ING March 2007 - May 2009
ING November 2001 - March 2007
Skills
Leadership, Business Development, Coaching, Program Management, Sales, Financial Services, Sales Management, Market Research, Consulting, Financial Advisory, Public Speaking, Employee Benefits, Executive Management, Mutual Funds, Sales Stategy, Equities, Asset Management, Finance, Fixed Income, Insurance, Mergers, Risk Management, Series 63, Strategic Financial..., Wealth Management
Education
Iowa State University 1989 — 2000
B of Science and Masters of Education, Organizational Learning and Human Resource Development
Justin Raines Justin Raines's Sammons Retirement Solutions Experience March 2013 - Present
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions March 2013 - Present
Guardian Investor, LLC October 2010 - November 2012
Guardian Investor LLC August 2007 - September 2010
National City Mortgage November 2006 - June 2007
National City Mortgage December 2005 - November 2006
Countrywide Home Loans March 2005 - December 2005
Cendant Mortgage Corporation December 2002 - March 2005
Skills
Retirement Planning, Series 7, Series 63, Series 6, Fixed Annuities, Retirement, 401k, Wealth Management, Variable Annuities, Mutual Funds, Investments, Securities, Asset Allocation, Strategic Financial..., Alternative Investments
Education
University of North Florida
Bachelor of Business Administration, Management; Marketing
Sammons Retirement Solutions March 2013 - Present
Guardian Investor, LLC October 2010 - November 2012
Guardian Investor LLC August 2007 - September 2010
National City Mortgage November 2006 - June 2007
National City Mortgage December 2005 - November 2006
Countrywide Home Loans March 2005 - December 2005
Cendant Mortgage Corporation December 2002 - March 2005
Skills
Retirement Planning, Series 7, Series 63, Series 6, Fixed Annuities, Retirement, 401k, Wealth Management, Variable Annuities, Mutual Funds, Investments, Securities, Asset Allocation, Strategic Financial..., Alternative Investments
Education
University of North Florida
Bachelor of Business Administration, Management; Marketing
Matthew Rhoades Matthew Rhoades's Sammons Retirement Solutions Experience February 2015 - Present
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions February 2015 - Present
Sammons Retirement Solutions February 2015 - August 2015
Wells Fargo Home Mortgage October 2012 - February 2015
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, VA loans, FHA financing, Loans, Credit, Government Loans
Education
Drake University 2008 — 2012
Bachelor of Arts (BA), Sociology, Environmental Policy & Philosophy
Southwestern Oregon Community College
Sammons Retirement Solutions February 2015 - Present
Sammons Retirement Solutions February 2015 - August 2015
Wells Fargo Home Mortgage October 2012 - February 2015
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, VA loans, FHA financing, Loans, Credit, Government Loans
Education
Drake University 2008 — 2012
Bachelor of Arts (BA), Sociology, Environmental Policy & Philosophy
Southwestern Oregon Community College
Michaela Sabin Michaela Sabin's Sammons Retirement Solutions Experience February 2012 - Present
Job Project Traffic Coordinator at Sammons Retirement Solutions
Industry Marketing and Advertising
Experience
Sammons Retirement Solutions February 2012 - Present
Freestyle PR July 2011 - December 2011
United Way of Story County February 2009 - June 2011
Skills
Press Releases, Graphic Design, Social Media, Social Networking, Organizational..., Mass Mailings, Client Relationship..., Attention To Detail, Prioritization, Trained in Marketo, Salesforce.com, InDesign, Photoshop, Excel, Wordpress, Marketwire, Strategic Planning, PowerPoint, Word, Social Media Marketing, Marketing, Adobe Creative Suite, WordPress, Organization &..., Bulk Mailing, Microsoft Word, Newsletters, Microsoft Excel, CRM
Education
Drake University 2014 — 2016
Master's Degree, Communication Leadership
Iowa State University 2007 — 2011
Bachelor of Science, Journalism and Mass Communication; Public Relations; Communications
Lincoln High School 2003 — 2007
Sammons Retirement Solutions February 2012 - Present
Freestyle PR July 2011 - December 2011
United Way of Story County February 2009 - June 2011
Skills
Press Releases, Graphic Design, Social Media, Social Networking, Organizational..., Mass Mailings, Client Relationship..., Attention To Detail, Prioritization, Trained in Marketo, Salesforce.com, InDesign, Photoshop, Excel, Wordpress, Marketwire, Strategic Planning, PowerPoint, Word, Social Media Marketing, Marketing, Adobe Creative Suite, WordPress, Organization &..., Bulk Mailing, Microsoft Word, Newsletters, Microsoft Excel, CRM
Education
Drake University 2014 — 2016
Master's Degree, Communication Leadership
Iowa State University 2007 — 2011
Bachelor of Science, Journalism and Mass Communication; Public Relations; Communications
Lincoln High School 2003 — 2007
Kasey Wellman Kasey Wellman's Sammons Retirement Solutions Experience May 2012 - May 2013
Job Project Manager at Gage
Industry Marketing and Advertising
Experience
Gage August 2015 - Present
FindLaw, a Thomson Reuters business September 2013 - July 2015
FindLaw, a Thomson Reuters business May 2013 - August 2013
Sammons Retirement Solutions May 2012 - May 2013
Big Brothers Big Sisters of Central Iowa February 2012 - May 2012
Drake University Athletics August 2011 - May 2012
Nationwide Agribusiness April 2010 - August 2010
Skills
Marketing, Access, Social Media, Internal & External..., Product Management, Public Speaking, Copywriting, Product Marketing, Marketing Communications
Education
Drake University 2009 — 2013
Marketing, Management
Northfield High School
Gage August 2015 - Present
FindLaw, a Thomson Reuters business September 2013 - July 2015
FindLaw, a Thomson Reuters business May 2013 - August 2013
Sammons Retirement Solutions May 2012 - May 2013
Big Brothers Big Sisters of Central Iowa February 2012 - May 2012
Drake University Athletics August 2011 - May 2012
Nationwide Agribusiness April 2010 - August 2010
Skills
Marketing, Access, Social Media, Internal & External..., Product Management, Public Speaking, Copywriting, Product Marketing, Marketing Communications
Education
Drake University 2009 — 2013
Marketing, Management
Northfield High School
Scott Talley Scott Talley's Sammons Retirement Solutions Experience December 2011 - May 2013
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
Karin Walkovitz's Sammons Retirement Solutions Experience April 2013 - Present
Job Business Development Manager at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions April 2013 - Present
Guinness Atkinson Asset Management April 2010 - March 2013
Old Mutual 2004 - November 2009
Skills
Business Development, Mutual Funds, Sales, Equities, Alternative Investments, CRM, Investment Management, Product Management, Fixed Annuities, Asset Allocation, Securities, Business Strategy, Vendor Management, Relationship Management, Product Development, Retirement, Hedge Funds, Investments, Series 7, Wealth Management, Financial Services, Morningstar, Finance, Morningstar Direct
Education
The University of Kansas 1992 — 1996
Sammons Retirement Solutions April 2013 - Present
Guinness Atkinson Asset Management April 2010 - March 2013
Old Mutual 2004 - November 2009
Skills
Business Development, Mutual Funds, Sales, Equities, Alternative Investments, CRM, Investment Management, Product Management, Fixed Annuities, Asset Allocation, Securities, Business Strategy, Vendor Management, Relationship Management, Product Development, Retirement, Hedge Funds, Investments, Series 7, Wealth Management, Financial Services, Morningstar, Finance, Morningstar Direct
Education
The University of Kansas 1992 — 1996
Brent Fisk, MBA Brent Fisk, MBA's Sammons Retirement Solutions Experience December 2012 - Present
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2012 - Present
The Guardian Life Insurance Company of America October 2005 - October 2012
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Sales Presentations, Problem Solving, Income Protection, Financial Literacy..., Retirement Planning, Series 7, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities
Education
University of Massachusetts Boston 2008 — 2010
MBA, Business
Elon University 2001 — 2004
Batchelor of Science, Business
Sammons Retirement Solutions December 2012 - Present
The Guardian Life Insurance Company of America October 2005 - October 2012
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Sales Presentations, Problem Solving, Income Protection, Financial Literacy..., Retirement Planning, Series 7, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities
Education
University of Massachusetts Boston 2008 — 2010
MBA, Business
Elon University 2001 — 2004
Batchelor of Science, Business
Max Shapiro Max Shapiro's Sammons Retirement Solutions Experience September 2015 - Present
Job Assistant Teacher/Coach at Thousand Oaks High School
Industry Legal Services
Experience
Sammons Retirement Solutions September 2015 - Present
Sports scholarships USA August 2008 - Present
Thousand Oaks High School November 2014 - June 2015
Prober & Raphael, A Law Corporation August 2009 - May 2015
El Camino Real High School January 2010 - June 2014
St. Bonaventure High School 2009 - 2010
Skills
Civil Litigation, Bankruptcy, Microsoft Office, Research, Legal Assistance, Microsoft Excel, Social Media
Education
California State University-Northridge 2012 — 2015
Bachelor of Science (BS), Business law
Moorpark College 2008 — 2011
Associates, Business Administration and Management, General
Sammons Retirement Solutions September 2015 - Present
Sports scholarships USA August 2008 - Present
Thousand Oaks High School November 2014 - June 2015
Prober & Raphael, A Law Corporation August 2009 - May 2015
El Camino Real High School January 2010 - June 2014
St. Bonaventure High School 2009 - 2010
Skills
Civil Litigation, Bankruptcy, Microsoft Office, Research, Legal Assistance, Microsoft Excel, Social Media
Education
California State University-Northridge 2012 — 2015
Bachelor of Science (BS), Business law
Moorpark College 2008 — 2011
Associates, Business Administration and Management, General
Shawn Mora Shawn Mora's Sammons Retirement Solutions Experience December 2012 - April 2014
Job Owner at Hana Holdings LLC
Industry Retail
Experience
Hana Holdings LLC June 2015 - Present
Gradient Investments December 2014 - May 2015
Brokers International April 2014 - December 2014
Sammons Retirement Solutions December 2012 - April 2014
Simmers Financial Group December 2011 - December 2012
Simmers Financial Group March 2011 - December 2011
Simmers Financial Group June 2010 - March 2011
YBM International Academy 2006 - 2007
YES Youngdo 2005 - 2006
Jerry Grant Realty 2002 - 2005
Skills
Organizational..., Customer Relations, Team Building, Sales Presentations, Group Presentations, Marketing Communications, Asset Management, Insurance, Compliance, Sales Management, Strategic Planning, Strategic Leadership, Mergers and Acquisitions, Contract Negotiations, Verbal and Written..., Financial..., Forecasting, Corporte and Operations..., Portfolio Performance..., Customer Service, Public Relations, Cash Management, Project Management, Data Management, Business Process..., Revenue Diversification, Change Management, P & L Management, Executive Leadership, Direct Sales, Business Processes, Profit Optimization, Recruiting, Policies/Internal..., Business Development, Employee Development, Client Retention, Marketing, Leadership, Finance, Sales Operations, Sales, Life Insurance, CRM, Training, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Securities
Education
California State Polytechnic University-Pomona
M.B.A., Emphasis in Marketing
University of Florida
B.A., History
Hana Holdings LLC June 2015 - Present
Gradient Investments December 2014 - May 2015
Brokers International April 2014 - December 2014
Sammons Retirement Solutions December 2012 - April 2014
Simmers Financial Group December 2011 - December 2012
Simmers Financial Group March 2011 - December 2011
Simmers Financial Group June 2010 - March 2011
YBM International Academy 2006 - 2007
YES Youngdo 2005 - 2006
Jerry Grant Realty 2002 - 2005
Skills
Organizational..., Customer Relations, Team Building, Sales Presentations, Group Presentations, Marketing Communications, Asset Management, Insurance, Compliance, Sales Management, Strategic Planning, Strategic Leadership, Mergers and Acquisitions, Contract Negotiations, Verbal and Written..., Financial..., Forecasting, Corporte and Operations..., Portfolio Performance..., Customer Service, Public Relations, Cash Management, Project Management, Data Management, Business Process..., Revenue Diversification, Change Management, P & L Management, Executive Leadership, Direct Sales, Business Processes, Profit Optimization, Recruiting, Policies/Internal..., Business Development, Employee Development, Client Retention, Marketing, Leadership, Finance, Sales Operations, Sales, Life Insurance, CRM, Training, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Securities
Education
California State Polytechnic University-Pomona
M.B.A., Emphasis in Marketing
University of Florida
B.A., History
Melanie Fielder's Sammons Retirement Solutions Experience February 2015 - September 2015
Job Compliance Officer at Dealer Inspire
Industry Marketing and Advertising
Experience
Dealer Inspire October 2015 - Present
Power Life Yoga August 2013 - Present
Sammons Retirement Solutions February 2015 - September 2015
Sammons Retirement Solutions January 2014 - February 2015
West Des Moines Soccer Club August 2010 - August 2014
Sammons Retirement Solutions October 2012 - December 2013
WHO-TV January 2012 - October 2012
Drake University - School of Journalism and Mass Communications January 2011 - May 2012
KDRA 94.1 FM January 2010 - May 2012
Drake Relays January 2011 - April 2012
Skills
Marketing Communications, News Writing, Broadcast Journalism, Broadcast, Radio Broadcasting, Journalism, Final Cut Pro, Audacity, Copywriting, Editing, Television, Storytelling, Radio, Advertising, Press Releases, Social Media, Marketing
Education
Drake University 2013 — 2015
Master of Communication Leadership, Communications and business
Drake University 2008 — 2012
Journalism and Mass Communication, Electronic Media/ Broadcast Journalism
Dealer Inspire October 2015 - Present
Power Life Yoga August 2013 - Present
Sammons Retirement Solutions February 2015 - September 2015
Sammons Retirement Solutions January 2014 - February 2015
West Des Moines Soccer Club August 2010 - August 2014
Sammons Retirement Solutions October 2012 - December 2013
WHO-TV January 2012 - October 2012
Drake University - School of Journalism and Mass Communications January 2011 - May 2012
KDRA 94.1 FM January 2010 - May 2012
Drake Relays January 2011 - April 2012
Skills
Marketing Communications, News Writing, Broadcast Journalism, Broadcast, Radio Broadcasting, Journalism, Final Cut Pro, Audacity, Copywriting, Editing, Television, Storytelling, Radio, Advertising, Press Releases, Social Media, Marketing
Education
Drake University 2013 — 2015
Master of Communication Leadership, Communications and business
Drake University 2008 — 2012
Journalism and Mass Communication, Electronic Media/ Broadcast Journalism
James Kane, AAPA, CRPC James Kane, AAPA, CRPC's Sammons Retirement Solutions Experience December 2011 - Present
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Curtis Malone, MBA Curtis Malone, MBA's Sammons Retirement Solutions Experience January 2012 - March 2015
Job Registered Representative, CUSO Financial Services, L.P. at Greater Iowa Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP March 2015 - Present
Grand View University March 2015 - Present
Urban Storks March 2015 - Present
Sammons Retirement Solutions January 2012 - March 2015
Sammons Financial Group September 2008 - July 2012
Bankers Advertising January 2007 - May 2010
Wells Fargo Home Mortgage December 2006 - July 2007
Wells Fargo Financial March 2005 - December 2006
Wells Fargo Financial July 2003 - March 2005
McGurk-Meyers Chrysler June 1999 - June 2003
Skills
Series 7, Series 6, Series 63, Investments, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Fixed Index Annuities, Marketing, FINRA, Wholesaling, Sales, Email Marketing, Management, Leadership, Marketing Strategy, Mutual Funds, Selling, Advertising, Process Improvement, Analysis, Public Speaking, Underwriting, Direct Sales, Microsoft Excel, Brand Management, Relationship Management, Access, Training, Adobe Creative Suite, Account Management, Cold Calling, Financial Accounting, Management Accounting, Salesforce.com, MS Excel Pivot Tables
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Business / Marketing / Accounting
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
B.B.A., Finance
Kirkwood Community College 1997 — 2001
A.A, Business
Drake University
Masters Non-Degree, Masters of Accounting
CUSO Financial Services, LP March 2015 - Present
Grand View University March 2015 - Present
Urban Storks March 2015 - Present
Sammons Retirement Solutions January 2012 - March 2015
Sammons Financial Group September 2008 - July 2012
Bankers Advertising January 2007 - May 2010
Wells Fargo Home Mortgage December 2006 - July 2007
Wells Fargo Financial March 2005 - December 2006
Wells Fargo Financial July 2003 - March 2005
McGurk-Meyers Chrysler June 1999 - June 2003
Skills
Series 7, Series 6, Series 63, Investments, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Fixed Index Annuities, Marketing, FINRA, Wholesaling, Sales, Email Marketing, Management, Leadership, Marketing Strategy, Mutual Funds, Selling, Advertising, Process Improvement, Analysis, Public Speaking, Underwriting, Direct Sales, Microsoft Excel, Brand Management, Relationship Management, Access, Training, Adobe Creative Suite, Account Management, Cold Calling, Financial Accounting, Management Accounting, Salesforce.com, MS Excel Pivot Tables
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Business / Marketing / Accounting
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
B.B.A., Finance
Kirkwood Community College 1997 — 2001
A.A, Business
Drake University
Masters Non-Degree, Masters of Accounting
Leslee Hatch Leslee Hatch's Sammons Retirement Solutions Experience January 2012 - February 2014
Job Investment Sales at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Products February 2014 - Present
Sammons Retirement Solutions January 2012 - February 2014
Sun Life Financial Distributors May 2009 - December 2011
John Hancock Financial Services June 2000 - May 2009
Skills
Management, Project Management, Microsoft Office, Customer Service, Leadership, Business Analysis, Sales, Strategic Planning, Program Management, Team Leadership, Investments
Education
Southern Utah University
Bachelor of Science (BS), Accounting and Finance
AIG Financial Products February 2014 - Present
Sammons Retirement Solutions January 2012 - February 2014
Sun Life Financial Distributors May 2009 - December 2011
John Hancock Financial Services June 2000 - May 2009
Skills
Management, Project Management, Microsoft Office, Customer Service, Leadership, Business Analysis, Sales, Strategic Planning, Program Management, Team Leadership, Investments
Education
Southern Utah University
Bachelor of Science (BS), Accounting and Finance
Andy Fogle's Sammons Retirement Solutions Experience December 2011 - March 2013
Job CEO at Des Moines Police Officers Credit Union
Industry Financial Services
Experience
Des Moines Police Officers Credit Union March 2014 - Present
EdCo Community Credit Union March 2013 - March 2014
Sammons Retirement Solutions December 2011 - March 2013
Community Choice Credit Union November 2009 - December 2011
Prinicpal Financial Group June 2007 - November 2009
American General Financial Services June 2005 - June 2007
Cintas Corporation June 2004 - June 2005
Pavestone Company January 2003 - June 2004
Skills
Banking Operations, Bankruptcy, Investments, Credit, Compliance, Retirement, Customer Relations, Financial Analysis, Customer Service, Sales, Mutual Funds, Loans, Banking, Consumer Lending, Relationship Management, Credit Analysis, Credit Unions, Underwriting, Sales Management, Process Improvement, Mortgage Lending, Sales Operations, Selling, Risk Management, Finance
Education
Liberty University 2011 — 2014
MBA, International Business
William Penn University 2006 — 2009
BS in Business Management
Faith Baptist Bible College 1998 — 2002
NA, Bibilcal Studies
Des Moines Police Officers Credit Union March 2014 - Present
EdCo Community Credit Union March 2013 - March 2014
Sammons Retirement Solutions December 2011 - March 2013
Community Choice Credit Union November 2009 - December 2011
Prinicpal Financial Group June 2007 - November 2009
American General Financial Services June 2005 - June 2007
Cintas Corporation June 2004 - June 2005
Pavestone Company January 2003 - June 2004
Skills
Banking Operations, Bankruptcy, Investments, Credit, Compliance, Retirement, Customer Relations, Financial Analysis, Customer Service, Sales, Mutual Funds, Loans, Banking, Consumer Lending, Relationship Management, Credit Analysis, Credit Unions, Underwriting, Sales Management, Process Improvement, Mortgage Lending, Sales Operations, Selling, Risk Management, Finance
Education
Liberty University 2011 — 2014
MBA, International Business
William Penn University 2006 — 2009
BS in Business Management
Faith Baptist Bible College 1998 — 2002
NA, Bibilcal Studies
Mike Ronaghan Mike Ronaghan's Sammons Retirement Solutions Experience April 2014 - Present
Job VP, Divisional Sales Manager at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions April 2014 - Present
AXA Equitable July 2013 - March 2014
MetLife May 2010 - July 2013
ING December 1999 - June 2010
HD Vest May 1993 - December 1999
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Recruiting, Retirement, Retirement Planning, Sales, Sales Operations, Securities, Series 63, Series 7, Variable Annuities, Wealth Management
Education
Angelo State University 1987 — 1993
Management, Finance
Texas Tech University 1988 — 1990
Finance, Management
Sammons Retirement Solutions April 2014 - Present
AXA Equitable July 2013 - March 2014
MetLife May 2010 - July 2013
ING December 1999 - June 2010
HD Vest May 1993 - December 1999
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Recruiting, Retirement, Retirement Planning, Sales, Sales Operations, Securities, Series 63, Series 7, Variable Annuities, Wealth Management
Education
Angelo State University 1987 — 1993
Management, Finance
Texas Tech University 1988 — 1990
Finance, Management
Justin Koeppe Justin Koeppe's Sammons Retirement Solutions Experience December 2011 - Present
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group January 2006 - December 2011
Skills
Mutual Funds, Investments, Series 63, Retirement Planning, Fixed Annuities, Wealth Management, Series 6, Variable Annuities, Asset Allocation, Retirement, 401k, Term Life Insurance, IRAs
Education
Central College 2002 — 2006
Bachelor of Arts (B.A.), Business, Management, Finance
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group January 2006 - December 2011
Skills
Mutual Funds, Investments, Series 63, Retirement Planning, Fixed Annuities, Wealth Management, Series 6, Variable Annuities, Asset Allocation, Retirement, 401k, Term Life Insurance, IRAs
Education
Central College 2002 — 2006
Bachelor of Arts (B.A.), Business, Management, Finance
Ben Braverman Ben Braverman's Sammons Retirement Solutions Experience April 2014 - Present
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions April 2014 - Present
Skills
Series 7, Series 63, Securities, Investments, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Retirement, Wealth Management, Variable Annuities
Education
Drake University 2007 — 2010
Bachelor’s Degree, Bachelors of Science and Business Administration
Sammons Retirement Solutions April 2014 - Present
Skills
Series 7, Series 63, Securities, Investments, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Retirement, Wealth Management, Variable Annuities
Education
Drake University 2007 — 2010
Bachelor’s Degree, Bachelors of Science and Business Administration
Chris Solodyna's Sammons Retirement Solutions Experience November 2011 - November 2012
Job VP, Manager, Business Development and Hybrid Wholesaling Incapital
Industry Financial Services
Experience
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Rob Herman's Sammons Retirement Solutions Experience December 2011 - Present
Job RVP for Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
ING, Regional Vice President 2002 - 2010
CNA Insurance April 1999 - December 2001
Skills
Retirement Planning, Series 65, Financial Advisory, Sales, Insurance, Variable Annuities, Start-ups, Sales Management, Indexed Annuities, Wholesale, Mutual Funds, Fixed Annuities, Retirement, Sales Operations, Series 7, 401k
Education
Indiana Wesleyan University 1991 — 1993
BS, Business Mangement
Sammons Retirement Solutions December 2011 - Present
ING, Regional Vice President 2002 - 2010
CNA Insurance April 1999 - December 2001
Skills
Retirement Planning, Series 65, Financial Advisory, Sales, Insurance, Variable Annuities, Start-ups, Sales Management, Indexed Annuities, Wholesale, Mutual Funds, Fixed Annuities, Retirement, Sales Operations, Series 7, 401k
Education
Indiana Wesleyan University 1991 — 1993
BS, Business Mangement
Thomas J. Hussar, CFP's Sammons Retirement Solutions Experience May 2012 - Present
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions May 2012 - Present
Federated Investors July 2004 - May 2012
Skills
Investments, Wealth Management, Series 7, Series 63, Mutual Funds
Education
Robert Morris University 2001 — 2004
B.S.B.A, Finance
Sammons Retirement Solutions May 2012 - Present
Federated Investors July 2004 - May 2012
Skills
Investments, Wealth Management, Series 7, Series 63, Mutual Funds
Education
Robert Morris University 2001 — 2004
B.S.B.A, Finance
Jake Stearns's Sammons Retirement Solutions Experience September 2011 - Present
Job Sales Desk Manager
Industry Financial Services
Experience
Sammons Retirement Solutions September 2011 - Present
Security Benefit Group March 2011 - October 2011
ING Financial Solutions September 1998 - May 2010
Skills
Securities, Fixed Annuities, Mutual Funds, Series 7, Retirement, Investments, Relationship Management, 403 b, Series 63, 401k, Insurance, Retirement Planning, Life Insurance, Wealth Management, Series 6, Communication, Continuous Improvement, Team Leadership, Sales Management, Team Building, Consulting, Coaching
Education
Elon University 1990 — 1995
BA, History, Political Science
Sammons Retirement Solutions September 2011 - Present
Security Benefit Group March 2011 - October 2011
ING Financial Solutions September 1998 - May 2010
Skills
Securities, Fixed Annuities, Mutual Funds, Series 7, Retirement, Investments, Relationship Management, 403 b, Series 63, 401k, Insurance, Retirement Planning, Life Insurance, Wealth Management, Series 6, Communication, Continuous Improvement, Team Leadership, Sales Management, Team Building, Consulting, Coaching
Education
Elon University 1990 — 1995
BA, History, Political Science
Shane McCarty's Sammons Retirement Solutions Experience December 2014 - Present
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2014 - Present
From Scratch LLC May 2009 - Present
Great Plains Sauce and Dough Co. August 2007 - May 2009
Skills
Accounting, Product Marketing, Customer Relations, Quality Assurance, Inventory Management, Team Leadership, Forecasting, Problem Solving, Idea Generation, Critical Thinking, Goal Oriented, Business Building, Expansion, Start-up Consulting, Grand Openings, Business Networking, Continuous Improvement
Education
Iowa State University 2004 — 2009
Management - HRIm
Sammons Retirement Solutions December 2014 - Present
From Scratch LLC May 2009 - Present
Great Plains Sauce and Dough Co. August 2007 - May 2009
Skills
Accounting, Product Marketing, Customer Relations, Quality Assurance, Inventory Management, Team Leadership, Forecasting, Problem Solving, Idea Generation, Critical Thinking, Goal Oriented, Business Building, Expansion, Start-up Consulting, Grand Openings, Business Networking, Continuous Improvement
Education
Iowa State University 2004 — 2009
Management - HRIm
Jay Titgen's Sammons Retirement Solutions Experience December 2011 - Present
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
John Hancock Financial Services November 2007 - November 2011
GE Healthcare September 1993 - September 2007
Skills
Wholesale, Annuity Sales, Mutual Funds, Medical Sales, Management, Fixed Annuities, Series 7, IRAs, Investments, Variable Annuities, Series 63, Financial Advisory, 401k, Retirement, Financial Services
Education
Philadelphia University 1982 — 1985
Bachelor of Sciences, Finance, General
University of Delaware 1980 — 1982
N/A, Liberal Arts and Sciences/Liberal Studies
Sammons Retirement Solutions December 2011 - Present
John Hancock Financial Services November 2007 - November 2011
GE Healthcare September 1993 - September 2007
Skills
Wholesale, Annuity Sales, Mutual Funds, Medical Sales, Management, Fixed Annuities, Series 7, IRAs, Investments, Variable Annuities, Series 63, Financial Advisory, 401k, Retirement, Financial Services
Education
Philadelphia University 1982 — 1985
Bachelor of Sciences, Finance, General
University of Delaware 1980 — 1982
N/A, Liberal Arts and Sciences/Liberal Studies
Jacob Stacy's Sammons Retirement Solutions Experience May 2015 - July 2015
Job Intern at R&R Realty Group
Industry Commercial Real Estate
Experience
Sammons Retirement Solutions May 2015 - July 2015
R&R Realty Group May 2014 - July 2014
Education
Grand View College 2012 — 2016
Sammons Retirement Solutions May 2015 - July 2015
R&R Realty Group May 2014 - July 2014
Education
Grand View College 2012 — 2016