Saybrus Partners
Industry: Insurance company
DescriptionFounded: 2009 Parent organization: Phoenix Companies Subsidiary: Saybrus Holdings Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSaybrus PartnerWebsiteDirections Saved (0) Saved Save Insurance agency in Hartford, Connecticut Address: 1 American Row #2, Hartford, CT 06102Hours: : : : : Category: Phone: : : Place name: Website: Website: http://saybruspartners.com/ Category: Insurance agency 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 phone number Unable to add this file. Please check that it is a valid photo. Add 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 Saybrus Partner Posting publicly on the Web Write a review Reviews Be the first to review
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Saybrus Partners Employees
Saybrus Partners January 2013 - Present
The Phoenix Companies January 2008 - December 2012
Virtus Investment Partners January 1988 - December 2007
Skills
Series 7, Mutual Funds, Series 63, Financial Advisory, Asset Allocation, 401k, Wealth Management, Investments, Alternative Investments, Life Insurance, FINRA, Fixed Annuities, Retirement Planning, Retirement, Securities, Series 24, Financial Services
Education
University of Connecticut 1983 — 1987
MidSouth Financial Group November 2013 - Present
The ASA Group - BRAMCO September 2012 - November 2013
Saybrus Partners November 2011 - September 2012
Guardian Life December 2005 - November 2011
Skills
Marketing Strategy, Team Leadership, Public Speaking, Training, Strategic Planning, Business Development, Management, Sales, Coaching, Recruiting, Leadership, Leadership Development, Wealth Management..., Sales Management, Securities, Negotiation, Mutual Funds
Education
University of Arkansas 1998 — 2002
BSBA, Financial Managment
Saybrus Partners March 2012 - Present
ProPixTV LLC January 2013 - Present
AmeriLife Group LLC April 2009 - January 2012
CDA of America December 2000 - February 2009
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Insurance, Life Insurance, Executive Management, Term Life Insurance, Product Development, Health Insurance, Sales Management, Long Term Care Insurance, Program Management, Retirement, Retirement Planning, Financial Services, Medicare, 401k, Employee Benefits, Strategic Financial..., Mutual Funds, Estate Planning, Underwriting, Whole Life, Financial Planning, Strategic Planning, Indexed Annuities
Education
University of Florida 1996 — 1999
Bachelor of Science (B.S.), Psychology
The Kent School 1994 — 1996
Country Day 1983 — 1994
Saybrus Partners November 2009 - Present
The Phoenix Companies March 2008 - November 2009
State Farm Insurance February 2004 - March 2008
New York Life Insurance Company June 2001 - February 2004
Bullard Distributing January 1995 - July 2000
Skills
Sales, Negotiation, Public Speaking, Team Building, Estate Planning, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Series 63, Series 6, Sales Management, New Business Development, Income Protection, Strategic Planning, Business Planning, Strategic Financial...
Education
Austin College 1992 — 1994
BLA, Political Science and Government / English Literature
Grayson College 1990 — 1991
Music Theory and Composition / Pre-Law
The American College
CFP, CLU, LUTCF
Saybrus Partners January 2015 - Present
The Review Group LLC. February 2011 - Present
Saybrus Partners 2014 - 2014
Brokers International Mountain States April 2009 - December 2009
PACIFIC LIFE INSURANCE December 2006 - November 2008
AIG SunAmerica January 2006 - October 2006
Travelers Life & Annuity August 2004 - December 2005
PACIFIC LIFE INSURANCE January 1999 - January 2004
Skills
Strategic Planning, Market Planning, B2B, Mutual Funds, Customer Relations, Public Speaking, Market Research, Insurance, Customer Service, Marketing, Sales Management, Strategy, Sales Operations, Sales, Series 63
Education
California State University-Fullerton 1996 — 1999
BA, Communications
LICENCES and TRAINING
Bachelor of Arts, Communications/ Public Relations
First Choice Loan Service Inc. August 2015 - Present
CapWest Mortgage February 2012 - August 2015
Saybrus Partners January 2014 - January 2015
Mission Electronics September 2008 - February 2012
Capital One Home Loans January 2008 - September 2008
Capital One Home Loans March 2007 - January 2008
New Line Cinema LLC November 2006 - December 2006
Best Buy October 2004 - March 2006
Skills
Operations Management, Microsoft Office, Client Retention, Mortgage Lending, Customer Service, Sales, Account Management, Project Management, Microsoft Excel, Leadership, Call Centers, Mortgage Banking, Loans, Customer Retention, Insurance, Credit, Analysis, Time Management, Banking, FHA, Refinance, Training, Management, Coaching, Customer Satisfaction, Finance, Loan Origination, Team Leadership, Business Development, Executive Management, Human Resources, Financial Analysis, Investment Properties, Marketing Strategy, Mortgage Servicing, Outlook, Process Improvement, Recruiting, Residential Mortgages, Retail, Strategy, Troubleshooting, VA loans
Education
University of Kansas 2002 — 2006
Bachelor's Degree, Film Studies
Saybrus Partners August 2011 - January 2013
FUTURITY FIRST Insurance Group October 2008 - May 2011
Crump Insurance January 2008 - October 2008
JCJ Multimedia Group January 2004 - May 2008
Skills
Life Insurance, Fixed Annuities
Education
Charter Oak State College 2012 — 2014
Bachelor of Science with a Concentration in Organizational Leadership
Travelers September 2013 - Present
Travelers February 2010 - September 2013
Saybrus Partners June 2007 - February 2010
Skills
Claim, Construction, Risk Management, Public Speaking, Construction Claims..., Underwriting, Surety Bonds, Claims Management
Education
Central Connecticut State University 2005 — 2009
Bachelor's Degree, Business Management
Saybrus Partners March 2015 - Present
The Prudential Insurance Company of America September 2012 - March 2015
ING U.S. February 2011 - September 2012
Skills
Sales, Life Insurance, Microsoft Office, Process Improvement, Employee Training, Fixed Annuities
Education
University of Connecticut 2005 — 2009
Bachelor's degree, Communication, General
Saybrus Partners September 2007 - Present
Prudential Financial March 1987 - September 2007
Skills
Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Sales Management, Insurance, Series 7, Long-term Care, Term Life Insurance
Education
Grand Valley State University 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
Saybrus Partners May 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Prudential Financial January 2001 - January 2005
Prudential Financial June 1998 - 2001
Skills
Customer Service, Finance, Financial Services, Fixed Annuities, Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Sales Management, Strategic Planning, Term Life Insurance, Wealth Management
Education
Quincy University 1990 — 1995
BA, Theology
Farm Bureau Financial Services July 2015 - Present
Lincoln Farm Estates, LLC April 2012 - Present
US Army June 1986 - Present
Art of Discovery October 2011 - Present
Farm Bureau Financial Services March 2014 - June 2015
ProEquities, Inc. May 2013 - March 2014
Combined Arms Center April 2012 - April 2013
Saybrus Partners November 2009 - October 2011
Phoenix Life Insurance Company November 2007 - November 2009
Overland Park Kansas May 2003 - March 2006
Skills
Recruiting, Project Management, Team Leadership, Training, Decision Making Skills, Sales Management, Communication, Closing Deals, Process Improvement, Leadership, Strategy, Deal Closure, Program Management, Sales, Assurance, Management, Team Building, Insurance, Life Insurance, Security Clearance, Military
Education
Baker University 2009 — 2011
MBA, General
Combined Arms Center CAC 2003 — 2005
Diploma, Field Grade MOS School, MAJOR
Kansas State University 1980 — 1983
Bachelor of Science, Education
Bukaty Companies June 2013 - Present
Saybrus Partners February 2012 - June 2013
New York Life Insurance Company June 2011 - February 2012
New York Life Insurance Company December 2009 - June 2011
Shrout Financial,LLC March 2009 - June 2011
M&I Wealth Management 2008 - 2009
Merrill Lynch 2006 - 2008
Coventry Health Care 2005 - 2006
MC 2004 - 2006
Financial Associates 2003 - 2004
Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources
Education
Central Missouri State University 1987 — 1991
BS, Communications/Broadcasting and Film
Grandview High School 1984 — 1987
DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General
Saybrus Partners March 2015 - Present
MassMutual Financial Group September 2013 - March 2015
MetLife October 2011 - September 2013
The Hartford October 2010 - October 2011
Skills
Advertising, Relationship Management, Marketing, Financial Services, Life Insurance, Series 6, Series 63
Education
Central Connecticut State University 2005 — 2009
Bachelor of Arts (BA), Economics
Saybrus Partners June 2012 - Present
Hartford Life December 2007 - June 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Employee Benefits, Series 63, Long-term Care, Relationship Management, Mutual Funds, Retirement Planning, Financial Services, Underwriting, Series 7, Sales, Retirement, Disability Insurance
Education
Regis University
Bachelor of Science, Business Administration
University of Denver
BlumShapiro June 2014 - August 2014
MP Systems January 2014 - January 2014
MP Systems May 2013 - August 2013
MP Systems December 2012 - January 2013
Saybrus Partners May 2012 - August 2012
Skills
Accounting, Financial Accounting, Tax, Social Media Marketing, Internal Controls..., Operations Management, Friendly Personality, Interpersonal Skills, Leadership Skills, Hardworking, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, ProSystem fx Tax, ProSystem fx Engagement, Prosystem fx Fixed..., PeopleSoft, Macola, Prezi, Ebay Sales, Classical Piano, Landscaping, Tax Preparation, Time Management, Tax Returns, Team Leadership, PowerPoint, Leadership, Outlook
Education
Bryant University Graduate School of Business 2014 — 2015
Master’s Degree, Taxation
Bryant University 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Granby Memorial High School 2007 — 2011
High School
Saybrus Partners September 2011 - June 2012
The Hartford October 2007 - December 2009
Schiff, Kreidler-Shell, Inc October 2006 - October 2007
Western Southern Financial Group October 2004 - October 2006
Education
Northern Kentucky University 2000 — 2004
Bachelors, Finance
Saybrus Partners June 2012 - Present
The Hartford January 2002 - June 2012
The Hartford August 2007 - December 2010
Zurich Life April 2001 - December 2001
Lincoln Financial Advisors March 1999 - January 2001
Skills
Public Speaking, Insurance, Time Management, Financial Planning, Investments, Wholesaling, Salesforce.com, Estate Planning, Fixed Annuities, Life Insurance, 401k, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth, Wholesale, Sales, Retirement, Financial Services, Business Planning, Wealth Management, Series 63, Series 6, Mutual Funds, Finance, Long-term Care, Disability Insurance, Series 7, Term Life Insurance, FINRA, Relationship Management, Employee Benefits, Financial Planners, IRAs
Education
Illinois State University 1994 — 1998
Bachelor of Science, Industrial Psychology
Illinois State University 1994 — 1998
Certificate, Human Resource Management
Schaumburg High School 1990 — 1994
Saybrus Partners 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2011 - 2013
John Hancock Life Insurance Company (U.S.A.) 2001 - 2011
Merrill Lynch 1997 - 2001
Merrill Lynch 1993 - 1997
AXA Equitable 1990 - 1993
AXA Equitable 1980 - 1990
Skills
Risk Management, Vendor Management, Strategic Planning, Estate Planning, Team Building, Life Insurance, Customer Service, Mutual Funds, Fixed Annuities, Insurance, Retirement, Leadership, Series 63, Sales, Series 7, Account Management, Retirement Planning
Education
Mississippi State University 1976 — 1980
Bachelor's degree
The American College
CLU, ChFC
Saybrus Partners September 2015 - Present
Accordia Life, a Global Atlantic Company October 2013 - October 2014
Aviva Life Insurance Company February 2011 - October 2013
Aviva Life Insurance Company March 2008 - February 2011
ING Financial Partners 2005 - 2008
Gulf States Marketing 2000 - 2008
Life Insurance Selling: S2S Conference November 2007 - November 2007
Vantage Business, Inc. 2000 - 2001
Education
University of Southern Mississippi
BSBA, Finance
Saybrus Partners April 2014 - October 2014
The Prudential Insurance Company of America, Newark, NJ September 2008 - April 2014
Liberty Mutual Insurance January 2004 - September 2008
Liberty Mutual June 2000 - January 2004
Skills
Team Building, Recruiting, Financial Services, Insurance, Retirement Planning, Series 6, Investments, Term Life Insurance, Strategic Financial..., Financial Analysis, Microsoft Excel, Mortgage Lending, Fixed Annuities, Customer Service, Sales Management, Underwriting, Life Insurance, Sales, Microsoft Office, Retirement, Employee Benefits, IRAs, Risk Management, Finance, Disability Insurance, Mutual Funds, Financial Planning
Education
Franklin University 1996 — 1999
Business Admin
Columbus State Community College 1994 — 1996
Saybrus Partners March 2011 - Present
Farmers Insurance & Financial Services July 2009 - February 2011
Wells Fargo Auto Finance February 2006 - July 2009
Southeast Signature Motors February 2005 - February 2006
Wealth Management Group May 2003 - February 2005
Education
Middle Tennessee State University 1990 — 1995
Bachelor, Finance
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. September 2001 - January 2010
MFS Investment Management 1998 - 2001
Jefferson Pilot Financial 1996 - 1998
MetLife 1994 - 1996
Skills
Insurance, Series 63, Fixed Annuities, Life Insurance, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Long-term Care, Wealth Management, Estate Planning, Term Life Insurance, 401k, Disability Insurance, Strategic Financial...
Education
University of Maine 1989 — 1993
BA, History
Saybrus Partners September 2008 - Present
Skills
Retirement, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Financial Advisory, Retirement Planning, Series 6, Series 63, Series 7, Estate Planning
Education
Towson University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Saybrus Partners Registered RepresentativeING Financial PartnersOctober 2011 - December 2013
First Financial Center October 2011 - September 2013
ING October 2007 - October 2011
Horace Mann November 1997 - October 2007
Horace Mann January 2000 - January 2002
Skills
Financial Services, Finance, Leadership, Estate Planning, Coaching, Fixed Annuities, Life Insurance, Insurance, Training, Retirement Planning, Series 6, Retirement, Long-term Care, Series 63, 401k, IRAs
Education
The American College 1998 — 2008
LUTCF, CLU, Insurance & Financial Services
St. Cloud State University 1994 — 1997
B.A.
Southwest Minnesota State University 1992 — 1994
General
Marshall High School
ASPIRE GROUP, INC. January 2001 - Present
ASPIRE GROUP, INC. January 2001 - Present
The Hartford 2010 - 2012
Saybrus Partners 2009 - 2010
Midland National Life 2008 - 2009
Thrivent Financial for Lutherans 2004 - 2007
American Expresss Financial Advisors 2000 - 2004
Skills
Public Speaking, Books, Publishing, Creative Writing, ASPIRE GROUP, INC is a..., See www.gregpettys.com..., Organization, Bible, Leadership, Teaching, Nonprofits, Start-ups, Social Networking, Fundraising, Leadership Development, Business Planning, Entrepreneurship, Coaching, Small Business, Training, Social Media Marketing
Education
Georgetown College
The American College
CLU, ChFC, CFP
Saybrus Partners April 2013 - Present
The Hartford February 2012 - April 2013
Pacific Life Insurance July 2009 - February 2012
Pacific Life October 1999 - January 2009
Skills
Referral Forrest..., Sequoia Certified..., Fusion Presentation..., Presentation Coaching, Training, Investments, Series 6, Fixed Annuities, 401k, Alternative Investments, Financial Advisory, Financial Services, Insurance, Life Insurance, Marketing, Mutual Funds, Relationship Management, Retirement, Sales, Securities, Series 63, Series 7, Wealth Management, IRAs, Retirement Planning, Long-term Care, Term Life Insurance, Variable Annuities, Series 65, Asset Allocation, FINRA
Education
Biola University 2005 — 2007
BA, Business Administration / Organizational Leadership
Diamond Bar High School 1984 — 1987
Diploma, General Studies
Saybrus Partners February 2008 - Present
Benefit Concepts of Colorado, Inc. 2005 - 2008
New York Life Insurance Company 2002 - 2005
Sungard March 1999 - June 2002
ING August 1986 - August 1999
Skills
Fixed Annuities, Estate Planning, Insurance, Retirement, Life Insurance, Series 6, Term Life Insurance, Retirement Planning, Series 63, Long-term Care, 401k, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Sales
Education
University of Northern Colorado 1982 — 1986
Business
Saybrus Partners July 2008 - Present
Wachovia, A Wells Fargo Company June 2007 - July 2008
AXA Advisors June 2005 - May 2007
Skills
Series 7, Life Insurance, Estate Planning, Retirement Planning, Asset Management, Investments, Insurance, Securities, Fixed Annuities, Long-term Care, Strategic Financial..., Wealth, Wealth Management, Finance, Retirement, Series 63, Mutual Funds, Series 6, Disability Insurance, Term Life Insurance, 401k, Financial Advisory, Financial Services, Financial Planning
Education
Metropolitan State University of Denver 2004 — 2005
Bachelor of Science (BS), Finance and Economics
University of Colorado Boulder 2000 — 2004
BS Finance, Finance
Brokers' Service Marketing Group October 2012 - Present
Saybrus Partners June 2010 - September 2012
Penn Mutual Life May 2007 - May 2010
Hartford Financial Group January 1990 - January 2007
Aetna Life & Annuity January 1983 - January 1990
Skills
Financial Services, Retirement, Wealth Management, Sales Management, High Net Worth..., Variable Annuities, Brokers, Pensions, Wealth, Strategic Financial..., Retirement Planning, Management, Underwriting, Sales, Disability Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Investments, New Business Development, Series 63, Leadership, Mutual Funds, Series 6, Estate Planning
Education
Southern Illinois University, Carbondale
Saybrus Partners October 2013 - Present
The Guardian Life Insurance Company of America April 2012 - October 2013
Insurance Industry 2009 - 2012
Prudential Financial 2007 - 2009
AAA Texas 2003 - 2008
Texas Farm Bureau Insurance Companies 1999 - 2003
Auto Leasing 1997 - 1999
Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Fixed Annuities
Education
Sam Houston State University 1992 — 1996
BS, Criminal Justice
Cy-Creek
Saybrus Partners March 2013 - Present
Financial Answers for Care June 2010 - March 2013
Capitas Financial May 2009 - June 2010
U S Bancorp March 2000 - April 2009
Golden Rule Insurance March 1987 - March 2000
Skills
Public Speaking, Team Motivator, Sales Management, Retirement, Health, Insurance, Annuities, Long Term Care, Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Financial Services, Management, Financial Advisory, Retirement Planning, Long Term Care Insurance, Sales, Small Business, Employee Benefits, Estate Planning, Investments, Life Insurance, Health Insurance, Brokers, Strategic Financial..., Series 63, Wealth
Education
University of Missouri-Saint Louis 2008 — 2008
BS, Certified Financial Planner
Indiana University Bloomington 1980 — 1985
Psychology and Journalism
Concordia Lutheran 1976 — 1980
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nationwide Financial January 2015 - Present
Nationwide Financial March 2014 - January 2015
Saybrus Partners April 2013 - March 2014
Prudential Financial March 2012 - April 2013
Nationwide Insurance February 2008 - March 2012
KeyBank January 2006 - February 2008
National City Bank April 2004 - January 2006
Huntington National Bank September 2001 - April 2004
Skills
Estate Planning, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Investments, Leadership, Retirement Planning, Securities, Series 7, Mutual Funds, IRAs, Variable Annuities, Investment Strategies, Series 24, Series 6, Insurance, Financial Planning
Education
Franklin University
Bachelor, Financial Management, 3.65
Saybrus Partners May 2013 - Present
Prudential Financial January 2013 - May 2013
The Hartford December 2009 - January 2013
Lincoln Financial Group June 2008 - June 2009
Prudential Financial 2005 - 2007
Prudential Financial 2001 - 2005
Prudential Financial 1993 - 2001
Skills
Life Insurance, Wealth Management, Retirement Planning, Insurance, Estate Planning, Coaching, Fixed Annuities, Marketing, Training, Retirement, Series 63, Series 7, Term Life Insurance, Employee Benefits, Health Insurance, Finance, Sales
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Organizational Communications
Saybrus Partners October 2013 - July 2015
Mulder Financial January 2010 - October 2013
Principal Financial Group June 1996 - January 2010
Skills
Retirement Planning, 401k
Education
Portland State University
University of Nevada-Las Vegas
Western & Southern Financial Group October 2014 - Present
Saybrus Partners October 2013 - October 2014
Transamerica March 2012 - July 2013
Allstate September 2010 - February 2012
State Farm January 2001 - July 2010
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Whole Life, Sales, Coaching, Team Building, Universal Life, Mutual Funds, Leadership, Recruiting, Series 6, Sales Process, Selling, Retirement, Production, Influential, Training & Development, Time Management, Social Networking, Process Improvement, Estate Planning, Financial Services, Group Presentations, Recruitment/Retention, Team Motivator, Organizational..., Buy-sell Agreements, Retirement Plans, Annuities, Long Term Care, Charitable Giving, Wealth Transfer, Deferred Compensation, Product Marketing, Product Launch, Long Term Care Insurance, IRAs, Wealth Management, Variable Annuities, Series 7, Series 63, Life, 401k Rollovers, FINRA, 401k
Education
St. Cloud State University 1994 — 1997
BS, Finance/Communication Studies
Winona State University 1992 — 1994
Allstate Financial Services June 2011 - Present
Saybrus Partners 2009 - 2011
Phoenix Life Insurance Company 2006 - 2010
Allstate 2000 - 2003
The Gormly Company 1998 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Retirement Planning, Leadership, Estate Planning, Mutual Funds, Financial Services, Homeowners, Finance, Wealth Management, Recruiting, Series 7, Investments, Series 6, Term Life Insurance, 401k, Universal Life, Disability Insurance, Series 63
Education
Baylor University 1993 — 1996
BBA, Entrepreneurship and Finance
Saybrus Partners March 2014 - August 2014
CenturyLink July 2013 - March 2014
The Bollinger Group February 2013 - April 2013
Aflac: American Family Life Assurance Company of Colombus September 2012 - February 2013
Skills
Team Leadership, Team Management, Administrative..., District Management, Home Based Business, Microsoft Office, Business Development..., Educational Consulting, Investment Advisory, Customer Service, Financial Services, Intermediary, Internal Communications, operation, Consulting, HR Consulting, Clerical Skills
Education
University of Tampa 2010 — 2011
Bachelor of Science (B.Sc.), Sports and Exercise, 3.35/4.0
University of South Florida 2008 — 2010
Minor, Public Health, 3.75/4.0
Seminole Community College 2006 — 2008
Associate of Arts (A.A.), Physical Therapy & Rehabilitation, GPA: 3.34/4.0
Mutual of Omaha October 2014 - Present
Saybrus Partners December 2013 - October 2014
Mutual of Omaha March 2003 - January 2014
Mortgage Team 1998 - 2000
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Life Insurance, Leadership, 401k, Long-term Care, Insurance, Marketing, Sales, Small Business, Term Life Insurance, Estate Planning, 401k Rollovers, Financial Services, Health Insurance, Wealth Management, Long Term Care Insurance, Employee Benefits, Underwriting, Annuities, Home and Auto Insurance, Business Insurance
Education
Indiana University of Pennsylvania 1988 — 1991
Bachelor's degree, Marketing
Saybrus Partners January 2010 - Present
Phoenix Life Insurance Company April 2008 - January 2010
Phoenix Life Insurance Company October 2002 - April 2008
Phoenix Life Insurance Company August 2002 - October 2002
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Sales, Sales Operations, Management, Series 6, Long-term Care, Marketing, Retirement Planning, Term Life Insurance, 401k, Series 7, Investments, Mutual Funds
Education
University of California, San Diego 1996 — 2000
BA, Psychology
Western & Southern Life October 2013 - Present
Saybrus Partners October 2012 - July 2013
Allstate Financial Services, LLC May 2010 - September 2012
Phoenix Wealth Management 2005 - 2008
Education
University of Florida 1979 — 1984
BSBA, Finance, General
Kazoo Deals February 2015 - Present
BRM Advisory June 2012 - Present
Saybrus Partners June 2011 - June 2012
BRM Advisory February 2009 - June 2011
Genworth Financial January 2008 - January 2009
The Hartford January 2004 - January 2008
American Skandia Assurance Company September 2001 - January 2004
The Hartford January 1998 - September 2001
Jackson National Life April 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Life Insurance, Wealth Management, Financial Services, Retirement Planning, 401k, Long-term Care, Retirement, Series 6, Series 63, Strategic Financial..., Mutual Funds, Financial Planning, Series 7, Finance, Investments, Insurance, Estate Planning, Asset Allocation, Investment Advisory, Securities, Portfolio Management, Term Life Insurance, Investment Strategies
Education
Indiana University Bloomington 1986 — 1989
Bachelor's degree, Accounting and Finance
Indiana University 1982 — 1989
B.S., Finance
Saybrus Partners October 2009 - Present
The Phoenix Companies April 2009 - October 2009
The Phoenix Companies January 2006 - April 2009
Phoenix Investment Partners December 2000 - December 2005
Education
University of Connecticut
Bachelor's Degree, Corporate & Organizational Studies
Contract Financial Services Sales & Non-Profit Volunteer June 2012 - Present
Financial Products Distribution & Relationship Management June 2012 - Present
Valspresso Funds 2015 - 2015
Saybrus Partners January 2011 - June 2012
Davidson Trust Co. March 2009 - December 2009
New York Life Insurance Company May 1998 - June 2008
GNA 1988 - 1992
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Wealth Management, Investments, 401k, Fixed Annuities, Financial Advisory, Licensed Life & Health..., Life Insurance, Relationship Management, Financial Services, Estate Planning, Finance, Retirement, Wealth, Series 6, IRAs
Education
Gonzaga University - School of Business Administration
BBA, Marketing
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
UBS Global Asset Management January 2015 - Present
Saybrus Partners January 2012 - December 2014
MetLife March 2006 - December 2011
MetLife July 2005 - March 2006
Travelers Life & Annuity January 2004 - July 2005
Webster Bank July 1999 - January 2004
Education
Central Connecticut State University
Saybrus Partners July 2015 - Present
University of Michigan June 2011 - June 2015
Merrill Lynch May 2014 - August 2014
American Interiors April 2011 - July 2011
Skills
Sales, Public Speaking, Social Media, Political Science, Sports, Community Outreach, Leadership, Athletics, Public Relations, Politics, Event Planning
Education
University of Michigan 2011 — 2015
Bachelor's degree, Political Science- Sales & Marketing
St. John's Jesuit High School 2009 — 2011
Saybrus Partners March 2014 - Present
Saybrus Partners October 2010 - March 2014
First Investors Corporation February 2010 - October 2010
Skills
Life Insurance, Insurance, Data Entry, Series 7, Mutual Funds, Long-term Care, Retirement Planning, Investments, Sales, Estate Planning, Marketing, 401k, Wealth Management, Customer Service
Education
University of Georgia - Terry College of Business 2006 — 2009
B.A., Real Estate
The University of Georgia
Saybrus Partners July 2009 - Present
Phoenix Life Insurance Company July 2008 - July 2009
Northwestern Mutual May 2007 - July 2008
Plano Independent School District June 2004 - May 2007
Skills
Insurance, Long-term Care, Retirement Planning, Series 63, Retirement, Wealth Management, Estate Planning, Life Insurance, Series 6
Education
Texas Tech University 2002 — 2003
M. Ed
Texas Tech University 2000 — 2002
B.S. Education
Saybrus Partners January 2015 - Present
TIAA-CREF April 2014 - October 2014
MassMutual Financial Group March 2013 - April 2014
The Hartford September 2011 - March 2013
Lincoln Financial Group April 2006 - September 2011
RBC Wealth Management 2003 - 2006
Edward Jones 2001 - 2003
Skills
Investments, Life Insurance, Series 63, Series 7, Retirement Planning, Mutual Funds, Long Term Care Insurance, Fixed Annuities, Underwriting, Retirement, Series 6, Strategic Financial..., Estate Planning, Insurance, Disability Insurance, 401k, Financial Planners, Securities
Education
Marshall University 1996 — 2001
Bachelors of Business Administration, Marketing & Economics
Saybrus Partners May 2015 - Present
Scottrade August 2014 - May 2015
VGImaging September 2013 - August 2014
Northwestern Mutual July 2012 - November 2013
Northwestern Mutual July 2007 - July 2012
Woodridge Jaycees 2008 - 2009
Skills
Retirement Planning, Investments, Securities, Disability Insurance, Fixed Annuities, Sales Presentations, Dental Technology, Dental Marketing, Dental Sales, Life Insurance, Long-term Care, Retirement, Wealth Management, Sales, Financial Services, Financial Planning, Customer Service, Insurance, Finance, Leadership, Team Building
Education
Northern Illinois University - College of Business 2005 — 2007
Finance, General
College of DuPage 2003 — 2005
Downers Grove North High School 1997 — 2001
Saybrus Partners September 2012 - Present
Winslow Bay Owners Association, Inc. December 2008 - Present
Highland Capital Brokerage March 2009 - July 2012
Phoenix Life Insurance Company July 2002 - December 2008
Liberty Mutual Insurance February 2000 - July 2002
Merrill Lynch November 1996 - May 1998
Skills
Team Building, Strategic Planning, Budgeting, Planning, Scheduling, Process Scheduler, Budgets, Business Planning, Insurance, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Financial Planning, Business Development, Leadership, Management, Project Planning, Retirement, Sales, Term Life Insurance, Training, Wealth, Wealth Management
Education
University of Richmond 1986 — 1989
BA, Economics
New Mexico Military Institute 1984 — 1986
AA, Business
Betsy Thomas State Farm Insurance January 2012 - Present
State Farm Insurance March 2011 - January 2012
Saybrus Partners 2009 - March 2011
Phoenix Wealth Management September 2004 - November 2009
Phoenix Wealth Management September 2003 - September 2004
Phoenix Wealth Management January 2002 - September 2003
Phoenix Wealth Management July 2001 - December 2001
Skills
Long Term Care, Mutual Funds, Insurance, Annuities, Banking, Term Life Insurance, Estate Planning, Small Business
Education
University of Georgia - Terry College of Business 1997 — 2000
BBS, International Business
National Life Group October 2014 - Present
National Life Group January 2013 - October 2014
The Clay Paul Group December 2011 - January 2013
Saybrus Partners September 2010 - 2011
Zurich Insurance January 2009 - September 2010
Texas Financial Group - Dallas June 2007 - January 2009
Texas A&M University Sports Information August 2002 - May 2007
Skills
Insurance, Strategic Financial..., Finance, Financial Analysis, Life Insurance, Retirement, Retirement Planning, Investments, Risk Management, Sales, Underwriting
Education
Texas A&M University 2002 — 2007
MassMutual Financial Group October 2010 - Present
Saybrus Partners January 2010 - November 2010
Phoenix Life Insurance Company February 2005 - December 2009
Liberty Mutual 2004 - 2005
AXA Distributors 2000 - 2004
Vanguard Group 1998 - 2000
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Wealth, Financial Advisory, Investments, Fixed Annuities, Retirement Planning, Long-term Care, Series 63, Series 6, 401k, Series 7
Education
Radford University 1993 — 1997
BS, Economics / Finace
Radford University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Economics / Finance
Saybrus Partners November 2010 - Present
National Financial Partners 2008 - November 2010
NFP Securities 2004 - 2008
The Ayco Company 2000 - 2004
First Albany Companies 1999 - 2000
Skills
Series 7, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Wealth Management, Investments, Marketing, Life Insurance, Securities, Financial Services, Relationship Management, Marketing Communications, Financial Advisory
Education
Siena College 1995 — 1999
BS, Marketing Management
Lincoln Financial Distributors September 2010 - Present
Saybrus Partners January 2010 - August 2010
The Phoenix Companies August 2006 - December 2009
Towers Perrin January 2000 - July 2006
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Allstate Financial Services August 2014 - Present
Saybrus Partners January 2014 - August 2014
Allstate March 2009 - January 2014
Allstate January 2008 - March 2009
Allstate January 2006 - January 2008
Allstate February 2004 - January 2006
Skills
Fixed Annuities, Variable Annuities, Life Insurance, Term Life Insurance, Finance, Disability Insurance, Series 6, Retirement, Sales, Insurance, Series 63, Investments, Retirement Planning, Long-term Care, Financial Services
Education
Augustana College 1995 — 1999
Saybrus Partners July 2014 - Present
Washington National Insurance Company May 2014 - July 2014
EquiTrust Life Insurance Company June 2008 - May 2014
Conseco August 2000 - June 2008
Skills
Fixed Annuities, Marketing Strategy, Marketing, Investments, Management, Public Speaking, Retirement, Strategic Planning, Small Business, Portfolio Management, Underwriting, Disability Insurance, Life Insurance, New Business Development, Health Insurance, Insurance, Customer Service, Healthcare, Annuity Sales, Team Building, Sales Management, Sales, Long-term Care, Strategic Financial..., Business Planning, Email Marketing, Coaching, Term Life Insurance, Employee Benefits, Microsoft Excel
Education
Indiana State University 2002 — 2004
MBA, Management
DePauw University 1996 — 2000
BA, Economics
Loomis Chaffee 1995 — 1996
Saybrus Partners 2010 - Present
The Phoenix Companies 2007 - 2009
Phoenix Life Insurance Company 2006 - 2007
Phoenix Life Insurance Company 2005 - 2006
Phoenix Life Insurance Company 2002 - 2005
Skills
Salesforce.com..., Microsoft Office, Insurance, New Business Development, Product Development, Marketing, Executive Reporting, Ad Hoc Reporting, Project Management, Senior Management...
Education
Central Connecticut State University
B.S., Athletic Training
Lincoln Financial Distributors May 2015 - Present
Saybrus Partners July 2013 - May 2015
MetLife May 2007 - July 2013
Sprint June 2000 - May 2007
The Hartford April 1998 - June 2000
Skills
Sales Management, Insurance, Account Management, Sales, Relationship Management, Fixed Annuities, Series 63, Life Insurance, Retirement Planning, Retirement, Mutual Funds, Term Life Insurance, Disability Insurance, Series 6, Management, Series 7
Education
University of Hartford
B.S., Marketing
Saybrus Partners May 2013 - Present
Millennium Brokerage Group July 2011 - April 2013
Diamond Ridge Advisors 2005 - 2011
Carolinas Insurance Group Inc. June 1991 - June 2005
Skills
Life Insurance
Education
Appalachian State University 1980 — 1984
Boston University
MS, Business
Southern Illinois University, Carbondale
B.S.
The Prudential Insurance Company of America February 2012 - Present
Hartford Life January 2010 - March 2012
Saybrus Partners July 2009 - December 2009
Phoenix November 2008 - July 2009
Phoenix January 2006 - November 2008
Phoenix February 2005 - 2008
Phoenix 2002 - 2005
Education
Fordham University 1983 — 1987
Business, Finance
Saybrus Partners October 2013 - Present
Allstate Financial Services, LLC 2007 - 2013
First Meridian, Inc. March 1995 - September 2002
Northwestern Mutual December 1990 - March 1995
Southwestern Book Publishing Company 1985 - 1990
Skills
Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, IRAs, Retirement, Retirement Planning, Series 63, Investments, Series 6, Mutual Funds, Property & Casualty..., Series 7, 401k, Universal Life, Variable Annuities, Financial Planners, Estate Tax Planning, Wills, Trusts, Wealth Management, Finance
Education
Texas A&M University 1982 — 1990
Finance, Accounting, Electrical Engineering
Seguin
Phoenix Life Insurance Company February 1995 - Present
Saybrus Partners May 2009 - Present
Skills
Retirement, Insurance, Wealth Transfer, Annuity, Estate Planning, Annuities, Fixed Annuities, Employee Benefits, Disability Insurance, Series 6, Long-term Care, Retirement Planning, Variable Annuities, Wealth Management, Securities, Financial Services, Underwriting, Life Insurance, Financial Planners, Sales, Investments, Universal Life, Wealth, Mutual Funds, Asset Allocation, 401k, Health Insurance, Financial Advisory, Series 63, Pensions, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Whole Life, Series 7, Risk Management, Investment Advisory, Small Business, Finance, Business Planning, Relationship Management, Series 24, FINRA, IRAs, Separately Managed..., Alternative Investments, Wealth Accumulation, Series 65, ETFs, Retirement Plan...
Education
La Salle University - School of Business Administration
Finance
Saybrus Partners February 2005 - Present
The Phoenix Companies February 2005 - January 2010
SouthTrust Bank 2002 - 2005
Skills
Management, Insurance, Sales, Wealth Management, Life Insurance, Retirement, Retirement Planning, Long-term Care, Series 63, Series 6, Series 7, Estate Planning
Education
Wofford College 1995 — 1999
Bachelor of Arts, Business Economics
The American College
CLU, ChFC
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
Independent Agent June 2011 - Present
Highland Capital Brokerage October 2003 - February 2010
Saybrus Partners 2010 - 2010
First Citizens Bank 2000 - 2003
Skills
Estate Planning, Business Planning, Asset Protection, Disability Insurance, Long Term Care, Inheritance, Annuities, Recruitment/Retention, Training & Development, Team Building, Team Motivator, Team Management, Fixed Annuities, Long-term Care, Wealth Management, Life Insurance, Term Life Insurance, Strategic Financial..., Whole Life, Employee Training
Education
Masters Divinty School
Biblical Counseling, Bible/Biblical Studies
The University of Georgia
Kevin Greco State Farm Insurance May 2013 - Present
Saybrus Partners November 2009 - December 2011
Phoenix Life Insurance Company November 2005 - November 2009
Phoenix Life Insurance Company February 2004 - November 2005
MassMutual Financial Group September 2000 - February 2004
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Health Insurance, Sales, Retirement, Retirement Planning, Series 63
Education
The American College 2009 — 2011
Charter Life Underwriter, CLU
Ursinus College 1996 — 2000
BA, Economics
Saybrus Partners 2010 - Present
Phoenix Life Insurance Company August 2005 - September 2009
Northwestern Mutual April 2003 - August 2005
New York Life Insurance Company March 2000 - April 2003
Skills
Life Insurance, Retirement, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Series 63, Series 6, Disability Insurance, Series 7, Wealth Management, Mutual Funds, Term Life Insurance, 401k
Education
The American College 2007 — 2010
CLU, ChFC, Financial Services
Florida State University - College of Business 1995 — 1999
BS, Marketing
BB&T June 2014 - Present
The Prudential Insurance Company of America May 2013 - June 2014
Prudential Financial July 2011 - April 2013
Saybrus Partners 2009 - July 2011
Phoenix Life Insurance Company April 2006 - December 2009
Prudential Financial September 1993 - March 2006
Prudential Financial July 1990 - August 1993
Prudential Financial November 1988 - June 1990
Prudential Financial September 1987 - November 1988
US Navy July 1980 - August 1987
Education
East Carolina University 1974 — 1979
BS, Business Administration
Saybrus Partners May 2010 - Present
Marketing Financial Services August 2009 - June 2011
American Funds June 2005 - July 2009
Lincoln Financial Distributors June 1999 - June 2005
Skills
Series 6, Series 63, Series 65, Series 24, CLU, Estate Planning, Financial Advisory, Retirement, Retirement Planning, Wealth Management
Education
Indiana University Bloomington 1988 — 1992
B.S., Accounting
Saybrus Partners November 2013 - Present
Allstate Financial April 2006 - Present
Capital One November 2004 - April 2006
Legg Mason May 2003 - November 2004
Merrill Lynch November 2001 - May 2003
Simplex 1993 - 1998
Education
Texas A&M University 1981 — 1986
Bachelor of Arts, History
Teh American School in London (England) 1979 — 1981
High School Diploma
Saybrus Partners 2009 - Present
Phoenix Life Insurance Company 2005 - 2009
Skills
Series 63, Retirement
Education
Iona College 2008 — 2010
M.B.A., Financial Management
Iona College 1998 — 2002
B.B.A., Marketing
The American College
Saybrus Partners April 2011 - Present
Nationwide Financial August 2008 - September 2010
Citibank / Smith Barney February 2003 - June 2008
Nationwide Financial 1999 - 2003
Skills
Life Insurance, Insurance, Employee Benefits, Wealth Management, Asset Managment, Term Life Insurance, Relationship Management, Long-term Care, Series 63, Succession Planning, Fixed Annuities, Retirement, Long Term Care Insurance, Variable Annuities, Estate Planning, Series 7, Retirement Planning, Asset Management
Education
Boston University 1969 — 1973
BSBA, Business Administration
Lawrence Academy
IMG Financial Group March 2013 - May 2014
Securian Financial Group 2013 - 2013
Saybrus Partners April 2011 - May 2012
Allstate Insurance Co 2009 - 2010
Allstate Insurance Co January 2006 - May 2009
Allstate July 2001 - January 2006
American Express Financial Advisors August 2000 - July 2001
Skills
Risk Management, Forecasting, Selling Skills, Business Planning, Employee Training, Competitive Analysis, Strategic Planning, Market Analysis, Training, Change Management, Management Consulting, Market Planning, Project Management, Leadership Development, Customer Service, Sales Plan, Reviews, Key Performance..., Quality Auditing, Investment Advisor..., Series 7, Series 24, Series 51, Series 66, FINRA Compliance
Education
McNeese State University 1994 — 1999
BA, Finance
McNeese State University 1994 — 1999
Bachelor of Science, Finance
Saybrus Partners June 2012 - Present
The Hartford 2001 - June 2012
Principal Financial Group 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Insurance, Retirement, Investments, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities
Education
Menlo College 1991 — 1993
Bachelor of Business Administration (B.B.A.)
Boise State University 1989 — 1991
College of San Mateo 1987 — 1989
Associate of Arts (AA)
Serra High School 1984 — 1987
Saybrus Partners January 2010 - Present
The Phoenix Companies, Inc. December 2007 - December 2009
The Phoenix Companies, Inc. June 2007 - December 2007
The Phoenix Companies, Inc. August 2005 - June 2007
The Phoenix Companies, Inc. February 2004 - July 2005
Lincoln Financial Group August 2002 - February 2004
Skills
Sales, Account Management, Customer Service, Sales Management, New Business Development, Microsoft Office, Negotiation, Fixed Annuities, Retirement Planning, Insurance
Education
University of Connecticut 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Connecticut 1997 — 2002
Bachelor's Degree, Economics and Political Science