Savage and Associates
Industry: Company
DescriptionFounded: 1960 Subsidiary: Christie Financial Services
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Savage and Associates Employees
Employee
Years
Job
Industry
Robert Mitchell, CEBS Robert Mitchell, CEBS's Savage and Associates Experience January 2003 - February 2004
Job Vice President and Consultant at The Segal Group
Industry Hospital & Health Care
Experience
The Segal Group July 2015 - Present
The Segal Group October 2010 - Present
The Segal Group April 2008 - October 2010
The Segal Group February 2006 - April 2008
Paramount Healthcare February 2004 - February 2006
Savage and Associates January 2003 - February 2004
Skills
Insurance, Employee Benefits, New Business Development, Negotiation, Analysis, Sales, Employee Relations, Health Insurance, Organizational..., Strategic Planning, Risk Management, Retirement
Education
Wharton School of the University of Pennsylvania 2006 — 2009
CEBS, Employee Benefits
University of Findlay 1998 — 2002
BS, Finance, Marketing, Business Management
Anthony Wayne 1994 — 1998
The Segal Group July 2015 - Present
The Segal Group October 2010 - Present
The Segal Group April 2008 - October 2010
The Segal Group February 2006 - April 2008
Paramount Healthcare February 2004 - February 2006
Savage and Associates January 2003 - February 2004
Skills
Insurance, Employee Benefits, New Business Development, Negotiation, Analysis, Sales, Employee Relations, Health Insurance, Organizational..., Strategic Planning, Risk Management, Retirement
Education
Wharton School of the University of Pennsylvania 2006 — 2009
CEBS, Employee Benefits
University of Findlay 1998 — 2002
BS, Finance, Marketing, Business Management
Anthony Wayne 1994 — 1998
Michael Engler Michael Engler's Savage and Associates Experience June 2009 - September 2009
Job Business Advancer at Des Plaines Office Equipment
Industry Marketing and Advertising
Experience
Des Plaines Office Equipment October 2014 - Present
NY Marketing Firm August 2014 - October 2014
American Income Life Insurance Company November 2013 - August 2014
Blue Technologies January 2013 - July 2013
De Pere Concepts March 2011 - January 2013
Engler, Garrow & Roth Ltd January 2010 - March 2011
Savage and Associates June 2009 - September 2009
Northwestern Mutual May 2007 - August 2007
Skills
Sales, Customer Service, Selling, Insurance, Sales Operations, Interpersonal Skills, Impulse Sales, Business to Business..., Direct Marketing, Networking, Leadership, Small Business, Time Management, Recruiting, Team Building, New Business Development, Training, Strategy, Finance, Direct Sales, Cold Calling, Salesforce.com, Customer Retention, Sales Process, Sales Management, Account Management, Marketing, Management, Market Planning, Customer Satisfaction, Social Networking, Lead Generation
Education
Bluffton University 2005 — 2009
Bachelor of Arts (BA), Economics
Liberty Center High School 2001 — 2005
Des Plaines Office Equipment October 2014 - Present
NY Marketing Firm August 2014 - October 2014
American Income Life Insurance Company November 2013 - August 2014
Blue Technologies January 2013 - July 2013
De Pere Concepts March 2011 - January 2013
Engler, Garrow & Roth Ltd January 2010 - March 2011
Savage and Associates June 2009 - September 2009
Northwestern Mutual May 2007 - August 2007
Skills
Sales, Customer Service, Selling, Insurance, Sales Operations, Interpersonal Skills, Impulse Sales, Business to Business..., Direct Marketing, Networking, Leadership, Small Business, Time Management, Recruiting, Team Building, New Business Development, Training, Strategy, Finance, Direct Sales, Cold Calling, Salesforce.com, Customer Retention, Sales Process, Sales Management, Account Management, Marketing, Management, Market Planning, Customer Satisfaction, Social Networking, Lead Generation
Education
Bluffton University 2005 — 2009
Bachelor of Arts (BA), Economics
Liberty Center High School 2001 — 2005
Jennifer Lozier Jennifer Lozier's Savage and Associates Experience January 2011 - September 2013
Job Writer. Editor. VA for a Day.
Industry Writing and Editing
Experience
Writing by J Leigh Lozier April 2013 - Present
Savage and Associates January 2011 - September 2013
The Toledo Zoo March 2011 - November 2011
University of Toledo January 2009 - December 2010
University of Mount Union September 2004 - May 2008
Indiana University Bloomington June 2006 - August 2006
Skills
Creative Writing, Editing, Higher Education, Teaching, Social Media, Blogging, Research, Proofreading, Public Speaking, Marketing, Newsletters, Copy Editing, Storytelling, Event Planning, Social Networking, Grant Writing, Fundraising, Nonprofits, Community Outreach, Sales, Volunteer Management
Education
Mount Union College 2003 — 2008
Bachelor of Arts (BA), English Language and Literature & Astrophysics
University of Toledo
Master of Arts (MA), English Language and Literature, General
Writing by J Leigh Lozier April 2013 - Present
Savage and Associates January 2011 - September 2013
The Toledo Zoo March 2011 - November 2011
University of Toledo January 2009 - December 2010
University of Mount Union September 2004 - May 2008
Indiana University Bloomington June 2006 - August 2006
Skills
Creative Writing, Editing, Higher Education, Teaching, Social Media, Blogging, Research, Proofreading, Public Speaking, Marketing, Newsletters, Copy Editing, Storytelling, Event Planning, Social Networking, Grant Writing, Fundraising, Nonprofits, Community Outreach, Sales, Volunteer Management
Education
Mount Union College 2003 — 2008
Bachelor of Arts (BA), English Language and Literature & Astrophysics
University of Toledo
Master of Arts (MA), English Language and Literature, General
Brandon Klopfenstein Brandon Klopfenstein's Savage and Associates Experience March 2003 - August 2005
Job Marine Science Technician (Environmental, Health, and Safety) at U.S. Coast Guard
Industry Military
Experience
U.S. Coast Guard March 2009 - Present
Best Buy December 2008 - January 2009
Market Source, Inc January 2008 - May 2008
Best Buy June 2006 - March 2007
Bluffton University August 2004 - December 2006
Royal Images March 2005 - August 2005
Savage and Associates March 2003 - August 2005
Skills
Security, Training, Incident Management, Maritime, Security Clearance, Military, Code of Federal..., Technical Writing, Emergency Management, Operational Planning, Management, Microsoft Office, Hazardous Waste..., Program Management, Defense, DoD, Military Operations, Homeland Security, Military Experience, Contingency Planning, Inspection, Command, Incident Response, Organizational..., Risk Assessment, Crisis Management, Supervisory Skills, Resource Management, Security Operations, Leadership, Policy, National Security, CERCLA, Security Management, 33 CFR, 40 CFR, 46 CFR, 49 CFR, Oil Pollution Act of..., FWPCA, Hazardous Materials, Security Audits, Safety Management..., HAZWOPER, Incident Command, Incident Investigation, General Instructor, Team Leadership, Customer Service, Microsoft Excel
Education
American Military University 2015 — 2016
Master of Science (M.S.), Environmental Management and Policy
University of Toledo 2007 — 2012
Bachelor's of Science, Science
Bluffton University 2004 — 2006
Science, Computer Science
U.S. Coast Guard March 2009 - Present
Best Buy December 2008 - January 2009
Market Source, Inc January 2008 - May 2008
Best Buy June 2006 - March 2007
Bluffton University August 2004 - December 2006
Royal Images March 2005 - August 2005
Savage and Associates March 2003 - August 2005
Skills
Security, Training, Incident Management, Maritime, Security Clearance, Military, Code of Federal..., Technical Writing, Emergency Management, Operational Planning, Management, Microsoft Office, Hazardous Waste..., Program Management, Defense, DoD, Military Operations, Homeland Security, Military Experience, Contingency Planning, Inspection, Command, Incident Response, Organizational..., Risk Assessment, Crisis Management, Supervisory Skills, Resource Management, Security Operations, Leadership, Policy, National Security, CERCLA, Security Management, 33 CFR, 40 CFR, 46 CFR, 49 CFR, Oil Pollution Act of..., FWPCA, Hazardous Materials, Security Audits, Safety Management..., HAZWOPER, Incident Command, Incident Investigation, General Instructor, Team Leadership, Customer Service, Microsoft Excel
Education
American Military University 2015 — 2016
Master of Science (M.S.), Environmental Management and Policy
University of Toledo 2007 — 2012
Bachelor's of Science, Science
Bluffton University 2004 — 2006
Science, Computer Science
Matthew Fairchild Matthew Fairchild's Savage and Associates Experience May 2014 - Present
Job Life and Health Insurance Representative at Savage and Associates
Industry Financial Services
Experience
Savage and Associates May 2014 - Present
United States Marine Corps January 2013 - Present
Dillards November 2013 - May 2014
Don Pablo's May 2011 - December 2011
Children's Discovery Center June 2010 - June 2011
Bernath Annax October 2009 - November 2010
Education
University of Toledo 2010 — 2015
Bachelor’s Degree, Finance
Hondros College of Business 2014 — 2014
Health and Life Insurance
St. Francis de Sales 2006 — 2010
Savage and Associates May 2014 - Present
United States Marine Corps January 2013 - Present
Dillards November 2013 - May 2014
Don Pablo's May 2011 - December 2011
Children's Discovery Center June 2010 - June 2011
Bernath Annax October 2009 - November 2010
Education
University of Toledo 2010 — 2015
Bachelor’s Degree, Finance
Hondros College of Business 2014 — 2014
Health and Life Insurance
St. Francis de Sales 2006 — 2010
Jessica Young MPH RD LD Jessica Young MPH RD LD's Savage and Associates Experience April 2011 - December 2011
Job Registered Dietitian; Master of Public Health
Industry Hospital & Health Care
Experience
Promedica August 2013 - Present
Regency Hospital Company April 2013 - Present
Blanchard Valley Health System January 2013 - June 2014
Harper University Hospital January 2012 - November 2012
Savage and Associates April 2011 - December 2011
Mercy St. Anne Hospital August 2007 - December 2011
Skills
Health Promotion, Health Education, Medical Nutrition..., Dietetics, Clinical Nutrition, Nutritional Counseling, CBORD, Nutrition Education, Diabetes, Public Health, Weight Management, Nutrition, Sports Nutrition, Hospitals, Nutritional Analysis, Healthcare, Enteral Nutrition, Pediatrics, Inpatient
Education
Northwest Ohio Consortium for Public Health – The University of Toledo and Bowling Green State University 2010 — 2011
Masters of Public Health, Health Promotion and Education
Bowling Green State University 2006 — 2010
Bachelor’s of Science, Dietetics
Bowling Green State University 2001 — 2005
Bachelor of Science, Applied Health Science
Promedica August 2013 - Present
Regency Hospital Company April 2013 - Present
Blanchard Valley Health System January 2013 - June 2014
Harper University Hospital January 2012 - November 2012
Savage and Associates April 2011 - December 2011
Mercy St. Anne Hospital August 2007 - December 2011
Skills
Health Promotion, Health Education, Medical Nutrition..., Dietetics, Clinical Nutrition, Nutritional Counseling, CBORD, Nutrition Education, Diabetes, Public Health, Weight Management, Nutrition, Sports Nutrition, Hospitals, Nutritional Analysis, Healthcare, Enteral Nutrition, Pediatrics, Inpatient
Education
Northwest Ohio Consortium for Public Health – The University of Toledo and Bowling Green State University 2010 — 2011
Masters of Public Health, Health Promotion and Education
Bowling Green State University 2006 — 2010
Bachelor’s of Science, Dietetics
Bowling Green State University 2001 — 2005
Bachelor of Science, Applied Health Science
Katie Hire Katie Hire's Savage and Associates Experience July 2006 - Present
Job Financial Rep at Savage and Associates
Industry Financial Services
Experience
Savage and Associates July 2006 - Present
Skills
Finance, Retirement, Financial Analysis, Insurance, Health Insurance, Strategic Financial..., Fixed Annuities, Investments, Retirement Planning, Mortgage Lending, Estate Planning, Life Insurance, Series 7, Long-term Care, Employee Benefits, Financial Planning, Customer Service, Sales
Education
Ohio University 2002 — 2006
St. Ursula Academy 1998 — 2002
Savage and Associates July 2006 - Present
Skills
Finance, Retirement, Financial Analysis, Insurance, Health Insurance, Strategic Financial..., Fixed Annuities, Investments, Retirement Planning, Mortgage Lending, Estate Planning, Life Insurance, Series 7, Long-term Care, Employee Benefits, Financial Planning, Customer Service, Sales
Education
Ohio University 2002 — 2006
St. Ursula Academy 1998 — 2002
Kyle Poplawski Kyle Poplawski's Savage and Associates Experience 2009 - December 2011
Job Transport Scheduling Analyst
Industry Oil & Energy
Experience
Marathon Petroleum Company January 2012 - Present
TheIgloo April 2011 - May 2014
Savage and Associates 2009 - December 2011
Skills
Financial Analysis, Customer Service, Sales, Microsoft Excel, Marketing, New Business Development, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Strategic Planning, Social Media
Education
University of Toledo 2007 — 2010
Bachelor of Business Administration (B.B.A.), Financial Services
Bowling Green State University 2006 — 2007
Private Pilot Certification, Flight Technology and Operations
Central Catholic High School 2002 — 2006
Marathon Petroleum Company January 2012 - Present
TheIgloo April 2011 - May 2014
Savage and Associates 2009 - December 2011
Skills
Financial Analysis, Customer Service, Sales, Microsoft Excel, Marketing, New Business Development, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Strategic Planning, Social Media
Education
University of Toledo 2007 — 2010
Bachelor of Business Administration (B.B.A.), Financial Services
Bowling Green State University 2006 — 2007
Private Pilot Certification, Flight Technology and Operations
Central Catholic High School 2002 — 2006
Jessica Jezak's Savage and Associates Experience May 2013 - August 2013
Job Marketing & Finance
Industry Retail
Experience
Abercrombie & Fitch January 2012 - January 2015
Savage and Associates May 2013 - August 2013
Hero's, The Party Experience May 2011 - September 2011
Skills
Customer Service, QuickBooks, Facebook, Marketing, PowerPoint, Microsoft Office, Training, Microsoft Word, Social Media, Microsoft Excel, Teamwork, Event Planning, Retail, Time Management
Education
Bowling Green State University 2015 — 2016
Master of Business Administration (MBA)
Bowling Green State University 2010 — 2015
Bachelor of Science, Business Administration, Specialization: Marketing & FInance
Maumee High School 2006 — 2010
Abercrombie & Fitch January 2012 - January 2015
Savage and Associates May 2013 - August 2013
Hero's, The Party Experience May 2011 - September 2011
Skills
Customer Service, QuickBooks, Facebook, Marketing, PowerPoint, Microsoft Office, Training, Microsoft Word, Social Media, Microsoft Excel, Teamwork, Event Planning, Retail, Time Management
Education
Bowling Green State University 2015 — 2016
Master of Business Administration (MBA)
Bowling Green State University 2010 — 2015
Bachelor of Science, Business Administration, Specialization: Marketing & FInance
Maumee High School 2006 — 2010
Marianne Peters's Savage and Associates Experience October 2012 - April 2015
Job Director of People and Performance at Savage & Associates
Industry Financial Services
Experience
Savage & Associates April 2015 - Present
Northwest Ohio Affiliate, Susan G. Komen April 2014 - Present
Savage and Associates October 2012 - April 2015
Equity Inc. November 2010 - September 2012
Fairway Management Inc September 2008 - October 2010
Dolphin Capital March 2005 - September 2008
Motorola June 2002 - August 2004
PricewaterhouseCoopers January 2001 - June 2002
PricewaterhouseCoopers September 1999 - January 2001
Skills
Financial Analysis, Budgeting, Real Estate, Due Diligence, Property Management, Strategic Thinking, Mentoring, Procure-to-Pay, Public Speaking, Behavior Management, Cross-functional Team..., Corporate Governance, Supply Chain, Internal Controls, Leadership Development, Six Sigma, Budgets, Internal Communications, Order to Cash, Executive Reporting, Project Management, Consolidated Financial..., Global Management, IFRS
Education
Indiana University Bloomington 1995 — 1999
BS Accounting, Accounting
Savage & Associates April 2015 - Present
Northwest Ohio Affiliate, Susan G. Komen April 2014 - Present
Savage and Associates October 2012 - April 2015
Equity Inc. November 2010 - September 2012
Fairway Management Inc September 2008 - October 2010
Dolphin Capital March 2005 - September 2008
Motorola June 2002 - August 2004
PricewaterhouseCoopers January 2001 - June 2002
PricewaterhouseCoopers September 1999 - January 2001
Skills
Financial Analysis, Budgeting, Real Estate, Due Diligence, Property Management, Strategic Thinking, Mentoring, Procure-to-Pay, Public Speaking, Behavior Management, Cross-functional Team..., Corporate Governance, Supply Chain, Internal Controls, Leadership Development, Six Sigma, Budgets, Internal Communications, Order to Cash, Executive Reporting, Project Management, Consolidated Financial..., Global Management, IFRS
Education
Indiana University Bloomington 1995 — 1999
BS Accounting, Accounting
Nicholas P. Carr Nicholas P. Carr's Savage and Associates Experience September 2006 - November 2010
Job Assistant Account Executive at Hart Associates
Industry Marketing and Advertising
Experience
Hart Associates February 2014 - Present
Hart Associates November 2010 - February 2014
Savage and Associates September 2006 - November 2010
Skills
Social Media, Social Media Marketing, Integrated Marketing, Advertising, Lead Generation, B2B, Budgets, Project Planning, Customer Insight, Email Marketing, Research, Project Management
Education
Lourdes University
Bachelor's Degree, Business Administration and Marketing
Hart Associates February 2014 - Present
Hart Associates November 2010 - February 2014
Savage and Associates September 2006 - November 2010
Skills
Social Media, Social Media Marketing, Integrated Marketing, Advertising, Lead Generation, B2B, Budgets, Project Planning, Customer Insight, Email Marketing, Research, Project Management
Education
Lourdes University
Bachelor's Degree, Business Administration and Marketing
Desch Tony's Savage and Associates Experience 1999 - Present
Job Investment and Insurance Advisor at Savage and Associates
Industry Financial Services
Experience
St. Francis de Sales High School - Toledo, OH 2015 - Present
St. Joan of Arc 2015 - Present
Lial Catholic School 2012 - Present
Savage and Associates 1999 - Present
Skills
Strategic Planning, Insurance, Employee Benefits, Life Insurance, Sales, Leadership, Disability Insurance, Customer Service, Marketing, Health Insurance
Education
Lourdes University 1997 — 1999
BIS, Business
St. Francis de Sales High School - Toledo, OH 2015 - Present
St. Joan of Arc 2015 - Present
Lial Catholic School 2012 - Present
Savage and Associates 1999 - Present
Skills
Strategic Planning, Insurance, Employee Benefits, Life Insurance, Sales, Leadership, Disability Insurance, Customer Service, Marketing, Health Insurance
Education
Lourdes University 1997 — 1999
BIS, Business
Joshua Tremmel Joshua Tremmel's Savage and Associates Experience July 2012 - December 2012
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial February 2015 - Present
Savage and Associates July 2012 - December 2012
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Thrivent Financial February 2015 - Present
Savage and Associates July 2012 - December 2012
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Bill O'Toole Bill O'Toole's Savage and Associates Experience August 2008 - August 2012
Job Senior Account Executive
Industry Financial Services
Experience
United Insurance Service August 2012 - Present
Savage and Associates August 2008 - August 2012
Skills
Auto/Home Insurance, Life Insurance, Health Insurance, Insurance, Disability Insurance, Strategic Financial..., Fixed Annuities, Employee Benefits, Retirement Planning, Retirement, Sales, Team Building, Underwriting, Investments, Financial Analysis, Customer Service
Education
Miami University 1980 — 1984
BS Finance, Finance
Troy High School 1976 — 1980
United Insurance Service August 2012 - Present
Savage and Associates August 2008 - August 2012
Skills
Auto/Home Insurance, Life Insurance, Health Insurance, Insurance, Disability Insurance, Strategic Financial..., Fixed Annuities, Employee Benefits, Retirement Planning, Retirement, Sales, Team Building, Underwriting, Investments, Financial Analysis, Customer Service
Education
Miami University 1980 — 1984
BS Finance, Finance
Troy High School 1976 — 1980
James (Jim) Altiere, JD, MBA, MS James (Jim) Altiere, JD, MBA, MS's Savage and Associates Experience June 2006 - November 2010
Job Assistant Counsel at United States Department of Defense
Industry Government Administration
Experience
United States Department of Defense - Defense Contract Management Agency International June 2013 - Present
Florida Institute of Technology January 2011 - Present
United States Department of Defense - Defense Contract Management Agency August 2011 - June 2013
Virginia Beach Rotary Club 2011 - 2012
James N. Altiere, III, PC April 2000 - January 2011
Monroe County Republican Party January 2009 - December 2010
Altiere Financial Services, Inc August 1998 - December 2010
Savage and Associates June 2006 - November 2010
Professional Corporations Management Co., Inc./American Radiologiocal Services May 1990 - November 2007
Skills
Contract Negotiation, Government, Estate Planning, Public Speaking, Strategic Planning, Non-profits, Negotiation, Legal Research, Budgets, Analysis, Litigation, Start-ups, Program Management, Investments, Risk Management, Fundraising, Insurance, Training, Real Estate, Recruiting, Legal Writing, Leadership, Microsoft Office, Research, Customer Service, Human Resources, Business Development, Finance, Organizational..., Corporate Law, Nonprofits, Proposal Writing, Management, Small Business, Policy, Employee Benefits, New Business Development, Leadership Development, Sales, Defense, Healthcare, Government Contracting, Strategy, Management Consulting, Contract Management, Process Improvement, Team Building, Executive Management, Community Outreach
Education
Defense Acquisition University 2011 — 2012
Defense Acquisition Workforce Inprovement Act Certification, Purchasing, Procurement/Acquisitions and Contracts Management
College for Financial Planning 2006 — 2010
MS, Financial Planning
University of Toledo 1986 — 1990
JD/MBA, Law and Finance
The Ohio State University 1982 — 1985
BSBA, Accounting
Cardinal Mooney High School 1978 — 1981
College/University Preparatory and Advanced High School/Secondary Diploma Program
United States Department of Defense - Defense Contract Management Agency International June 2013 - Present
Florida Institute of Technology January 2011 - Present
United States Department of Defense - Defense Contract Management Agency August 2011 - June 2013
Virginia Beach Rotary Club 2011 - 2012
James N. Altiere, III, PC April 2000 - January 2011
Monroe County Republican Party January 2009 - December 2010
Altiere Financial Services, Inc August 1998 - December 2010
Savage and Associates June 2006 - November 2010
Professional Corporations Management Co., Inc./American Radiologiocal Services May 1990 - November 2007
Skills
Contract Negotiation, Government, Estate Planning, Public Speaking, Strategic Planning, Non-profits, Negotiation, Legal Research, Budgets, Analysis, Litigation, Start-ups, Program Management, Investments, Risk Management, Fundraising, Insurance, Training, Real Estate, Recruiting, Legal Writing, Leadership, Microsoft Office, Research, Customer Service, Human Resources, Business Development, Finance, Organizational..., Corporate Law, Nonprofits, Proposal Writing, Management, Small Business, Policy, Employee Benefits, New Business Development, Leadership Development, Sales, Defense, Healthcare, Government Contracting, Strategy, Management Consulting, Contract Management, Process Improvement, Team Building, Executive Management, Community Outreach
Education
Defense Acquisition University 2011 — 2012
Defense Acquisition Workforce Inprovement Act Certification, Purchasing, Procurement/Acquisitions and Contracts Management
College for Financial Planning 2006 — 2010
MS, Financial Planning
University of Toledo 1986 — 1990
JD/MBA, Law and Finance
The Ohio State University 1982 — 1985
BSBA, Accounting
Cardinal Mooney High School 1978 — 1981
College/University Preparatory and Advanced High School/Secondary Diploma Program
Ken Widdel Ken Widdel's Savage and Associates Experience December 1990 - December 1999
Job I specialize in nonqualified asset planning by creating the most taxeffecient accumulation and distribution plan.
Industry Financial Services
Experience
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Jason M. Elchert's Savage and Associates Experience July 2001 - Present
Job Investment Advisor at Savage & Associates
Industry Investment Management
Experience
Savage & Associates July 2001 - Present
Savage and Associates July 2001 - Present
Skills
Investments, Securities, Employee Benefits, Retirement, Fixed Annuities, Long-term Care, Health Insurance, Strategic Financial..., Insurance, FINRA, IRAs, Retirement Planning, Financial Services, 401k, Estate Planning, Public Speaking
Education
The University of Findlay 1996 — 1999
Bachelor of Science, Mathematics
Savage & Associates July 2001 - Present
Savage and Associates July 2001 - Present
Skills
Investments, Securities, Employee Benefits, Retirement, Fixed Annuities, Long-term Care, Health Insurance, Strategic Financial..., Insurance, FINRA, IRAs, Retirement Planning, Financial Services, 401k, Estate Planning, Public Speaking
Education
The University of Findlay 1996 — 1999
Bachelor of Science, Mathematics
Jill Molnar's Savage and Associates Experience 1995 - 1999
Job Executive Assistant at Metroparks of the Toledo Area
Industry Construction
Experience
Metroparks of the Toledo Area April 2013 - Present
Lakeshore TolTest December 2011 - April 2013
Lakeshore TolTest February 2006 - April 2013
Brooks Insurance Agency May 2004 - September 2005
Home Builders Association of Greater Toledo November 1999 - May 2004
Savage and Associates 1995 - 1999
Skills
Problem Solving, Team Oriented, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Marketing Communications, Team-oriented, Travel Management, CRM, Team Building, Budgets, Customer Service, Project Planning, Process Scheduler, Proposal Writing, Management, Construction, Project Management, Contract Negotiation, Operations Management, Construction Management, Contract Management, Facilities Management, Project Estimation, Negotiation, Value Engineering, Pre-construction, Purchasing, Submittals, Procurement, Supervisory Skills, Project Bidding, Contractors, Cost Control, Program Management, Change Orders, Coordination, Subcontracts Management, Project Coordination, Project Control, Government, Cost Management, RFI, Sales, Renovation, Logistics, LEED
Education
Bowling Green State University 1988 — 1992
Bachelor of Arts & Sciences, Health Promotion - Liberal Arts
Bowling Green State University 1988 — 1992
Bachelor of Science (B.S.), Health Promotion/Liberal Arts
Metroparks of the Toledo Area April 2013 - Present
Lakeshore TolTest December 2011 - April 2013
Lakeshore TolTest February 2006 - April 2013
Brooks Insurance Agency May 2004 - September 2005
Home Builders Association of Greater Toledo November 1999 - May 2004
Savage and Associates 1995 - 1999
Skills
Problem Solving, Team Oriented, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Marketing Communications, Team-oriented, Travel Management, CRM, Team Building, Budgets, Customer Service, Project Planning, Process Scheduler, Proposal Writing, Management, Construction, Project Management, Contract Negotiation, Operations Management, Construction Management, Contract Management, Facilities Management, Project Estimation, Negotiation, Value Engineering, Pre-construction, Purchasing, Submittals, Procurement, Supervisory Skills, Project Bidding, Contractors, Cost Control, Program Management, Change Orders, Coordination, Subcontracts Management, Project Coordination, Project Control, Government, Cost Management, RFI, Sales, Renovation, Logistics, LEED
Education
Bowling Green State University 1988 — 1992
Bachelor of Arts & Sciences, Health Promotion - Liberal Arts
Bowling Green State University 1988 — 1992
Bachelor of Science (B.S.), Health Promotion/Liberal Arts
Laure Hammond's Savage and Associates Experience 1999 - 2001
Job Sales Admin Assistant at McCormick Equipment Company
Industry Building Materials
Experience
McCormick Equipment Company January 2013 - Present
Hammond Diversified Concepts July 2005 - Present
Toledo Urban Federal Credit Union August 2011 - January 2013
Sunrise Windows August 2008 - June 2011
The Family Baptist Church January 2008 - April 2010
City of Toledo 1998 - 2006
Fifth Third Bank September 2001 - October 2005
Savage and Associates 1999 - 2001
Advantage Pavilion/ Herman Miller 1995 - 1997
Skills
Budgeting, Non-profits, Business Strategy, Retail Banking, Purchasing, promotions, project planning, event planning, Consumer Lending, Staff Development, Staff Management, Team Building, Transportation Planning, Budgets, Customer Service, Event Planning, Customer Satisfaction
Education
Tiffin University 2010 — 2013
Business Administration
Davis College 2007 — 2008
Associates Applied Sciences, Business Management
University of Toledo 1992 — 1993
Business Finance
Rogers High School (Student)
Rogers High School (Student)
McCormick Equipment Company January 2013 - Present
Hammond Diversified Concepts July 2005 - Present
Toledo Urban Federal Credit Union August 2011 - January 2013
Sunrise Windows August 2008 - June 2011
The Family Baptist Church January 2008 - April 2010
City of Toledo 1998 - 2006
Fifth Third Bank September 2001 - October 2005
Savage and Associates 1999 - 2001
Advantage Pavilion/ Herman Miller 1995 - 1997
Skills
Budgeting, Non-profits, Business Strategy, Retail Banking, Purchasing, promotions, project planning, event planning, Consumer Lending, Staff Development, Staff Management, Team Building, Transportation Planning, Budgets, Customer Service, Event Planning, Customer Satisfaction
Education
Tiffin University 2010 — 2013
Business Administration
Davis College 2007 — 2008
Associates Applied Sciences, Business Management
University of Toledo 1992 — 1993
Business Finance
Rogers High School (Student)
Rogers High School (Student)
Benjamin Steinberg, ChFC®'s Savage and Associates Experience November 2003 - August 2008
Job Regional Territory Development Manager at Western & Southern Financial Group
Industry Insurance
Experience
Western & Southern Financial Group March 2015 - Present
Western & Southern Financial Group December 2010 - February 2015
Nationwide Insurance February 2010 - January 2011
Golf Galaxy July 2009 - August 2010
Savage and Associates November 2003 - August 2008
Education
Miami University 2005 — 2009
Bachelors, Finance
Western & Southern Financial Group March 2015 - Present
Western & Southern Financial Group December 2010 - February 2015
Nationwide Insurance February 2010 - January 2011
Golf Galaxy July 2009 - August 2010
Savage and Associates November 2003 - August 2008
Education
Miami University 2005 — 2009
Bachelors, Finance
Wayne Milewski's Savage and Associates Experience May 1970 - Present
Job Financial Advisor & Benefits Consultant at Savage and Associates
Industry Financial Services
Experience
Savage and Associates May 1970 - Present
Savage and Associates May 1970 - Present
Skills
Approval Number:..., Employee Benefits, Strategic Planning, Customer Service, Insurance, Management, Leadership
Education
John Carroll University
St. Ignatius High School
Savage and Associates May 1970 - Present
Savage and Associates May 1970 - Present
Skills
Approval Number:..., Employee Benefits, Strategic Planning, Customer Service, Insurance, Management, Leadership
Education
John Carroll University
St. Ignatius High School
Amy Harbaugh, CHRS, CSFS's Savage and Associates Experience October 2004 - September 2012
Job at Huntington Insurance
Industry Insurance
Experience
Huntington Insurance September 2012 - Present
Savage and Associates October 2004 - September 2012
Picton Cavanaugh / Sky Insurance September 2001 - October 2004
Skills
Health Insurance, Employee Benefits, Microsoft Excel, Outlook, Insurance, PowerPoint, Microsoft Office, Employee Relations, Management, Strategic Planning, Access
Education
University of Toledo 2004 — 2008
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Owens Community College 2004 — 2006
Associate Degree, Health Information/Medical Records Technology/Technician
Central Catholic
St. Adalbert
Huntington Insurance September 2012 - Present
Savage and Associates October 2004 - September 2012
Picton Cavanaugh / Sky Insurance September 2001 - October 2004
Skills
Health Insurance, Employee Benefits, Microsoft Excel, Outlook, Insurance, PowerPoint, Microsoft Office, Employee Relations, Management, Strategic Planning, Access
Education
University of Toledo 2004 — 2008
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Owens Community College 2004 — 2006
Associate Degree, Health Information/Medical Records Technology/Technician
Central Catholic
St. Adalbert
Chase Canning's Savage and Associates Experience May 2009 - August 2009
Job Student at Central Michigan University
Industry Financial Services
Experience
Savage and Associates May 2009 - August 2009
Savage and Associates June 2005 - August 2008
Education
Bedford High School
Central Michigan University
Bachelor of Science, Business Administration; Personal Financial Planning
Savage and Associates May 2009 - August 2009
Savage and Associates June 2005 - August 2008
Education
Bedford High School
Central Michigan University
Bachelor of Science, Business Administration; Personal Financial Planning
Nikki VanderBeek's Savage and Associates Experience July 1998 - July 1999
Job Territory Manager at Century Resources, Inc
Industry
Experience
Century Resources, Inc January 2015 - Present
Varsity Brands May 2011 - January 2015
Wyeth Pharmaceuticals October 2005 - November 2009
Novavax Pharmaceutical Co January 1999 - January 2005
Savage and Associates July 1998 - July 1999
Grand Valley State University August 1995 - June 1997
Skills
Management, Pharmaceutical Sales, Marketing, Sales Operations, Sales, CRM, Training, Marketing Strategy, Sales Process
Education
Grand Valley State University 1993 — 1997
BBA, Marketing/business
Grand Valley State University 1993 — 1997
Bachelor, Business Administration; Marketing
Century Resources, Inc January 2015 - Present
Varsity Brands May 2011 - January 2015
Wyeth Pharmaceuticals October 2005 - November 2009
Novavax Pharmaceutical Co January 1999 - January 2005
Savage and Associates July 1998 - July 1999
Grand Valley State University August 1995 - June 1997
Skills
Management, Pharmaceutical Sales, Marketing, Sales Operations, Sales, CRM, Training, Marketing Strategy, Sales Process
Education
Grand Valley State University 1993 — 1997
BBA, Marketing/business
Grand Valley State University 1993 — 1997
Bachelor, Business Administration; Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY