Saybrus Partners

Industry: Insurance company

Description

Founded: 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

Employee
Years
Job
Industry
Ed Friderici Ed Friderici Hartford, Connecticut Area Details
Ed Friderici's Saybrus Partners Experience January 2013 - Present
Job Managing Director at Saybrus Partners
Industry Financial Services
Experience
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

Jonathan Cullum Jonathan Cullum Greater Memphis Area Details
Jonathan Cullum's Saybrus Partners Experience November 2011 - September 2012
Job Managing Director and Registered Principal / Investment Advisor Representative at MidSouth Financial Group
Industry Financial Services
Experience
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

Andy Sheen Andy Sheen West Palm Beach, Florida Area Details
Andy Sheen's Saybrus Partners Experience March 2012 - Present
Job Managing Director, Product Development at Saybrus Partners
Industry Insurance
Experience
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

Jeff Bullard, CFP, CLU, LUTCF Jeff Bullard, CFP, CLU, LUTCF Sherman, Texas Details
Jeff Bullard, CFP, CLU, LUTCF's Saybrus Partners Experience November 2009 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Kevin Zielinski Kevin Zielinski Boise, Idaho Area Details
Kevin Zielinski's Saybrus Partners Experience January 2015 - Present
Job President at The Review Group LLC.
Industry Marketing and Advertising
Experience
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

Andy Schindler Andy Schindler Olathe, Kansas Details
Andy Schindler's Saybrus Partners Experience January 2014 - January 2015
Job Loan Closer
Industry Financial Services
Experience
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

Jason Valencia Jason Valencia Hartford, Connecticut Details
Jason Valencia's Saybrus Partners Experience August 2011 - January 2013
Job Experienced insurance and financial services professional
Industry Financial Services
Experience
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

Kailey Tri Kailey Tri Hartford, Connecticut Area Details
Kailey Tri's Saybrus Partners Experience June 2007 - February 2010
Job Account Underwriter, Travelers Bond & Financial Products
Industry Insurance
Experience
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

Thomas Cyr Thomas Cyr Hartford, Connecticut Area Details
Thomas Cyr's Saybrus Partners Experience March 2015 - Present
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
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

Bo Marcotullio Bo Marcotullio Northville, Michigan Details
Bo Marcotullio's Saybrus Partners Experience September 2007 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Martin Schafer Martin Schafer Cleveland/Akron, Ohio Area Details
Martin Schafer's Saybrus Partners Experience May 2009 - Present
Job National Sales Director at Saybrus Partners
Industry Financial Services
Experience
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

Kirk Pederson MBA Kirk Pederson MBA Tonganoxie, Kansas Details
Kirk Pederson MBA's Saybrus Partners Experience November 2009 - October 2011
Job Agent Farm Bureau Financial Services
Industry Professional Training & Coaching
Experience
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

Tim (Timothy) Shrout Tim (Timothy) Shrout Kansas City, Missouri Area Details
Tim (Timothy) Shrout's Saybrus Partners Experience February 2012 - June 2013
Job Employee Benefits Consultant | Health Insurance Professional | Affordable Care Act Specialist
Industry Financial Services
Experience
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

Craig Dennis Craig Dennis Phoenix, Arizona Area Details
Craig Dennis's Saybrus Partners Experience March 2015 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Lisa Hylton Lisa Hylton Greater Denver Area Details
Lisa Hylton's Saybrus Partners Experience June 2012 - Present
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
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

Kyle Tanguay Kyle Tanguay East Hartland, Connecticut Details
Kyle Tanguay's Saybrus Partners Experience May 2012 - August 2012
Job Graduate Student at Bryant University
Industry Accounting
Experience
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

Andy Krumpelman Andy Krumpelman Cincinnati Area Details
Andy Krumpelman's Saybrus Partners Experience September 2011 - June 2012
Job Wealth Management Consultant at Saybrus Partners
Industry Wholesale
Experience
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

Collin Marcus Collin Marcus Orange County, California Area Details
Collin Marcus's Saybrus Partners Experience June 2012 - Present
Job Wealth Management Consultant for Saybrus Partners
Industry Financial Services
Experience
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

D. Steve Shirley D. Steve Shirley Madison, Mississippi Details
D. Steve Shirley's Saybrus Partners Experience 2013 - Present
Job Managing Director, National Accounts at Saybrus Partners
Industry Financial Services
Experience
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

Audry Craft Verrette Audry Craft Verrette New Orleans, Louisiana Details
Audry Craft Verrette's Saybrus Partners Experience September 2015 - Present
Job Experienced Insurance Sales Executive
Industry Financial Services
Experience
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

Shawn Fann Shawn Fann Davidson, North Carolina Details
Shawn Fann's Saybrus Partners Experience April 2014 - October 2014
Job Proven Leader
Industry Financial Services
Experience
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

Greg Smalley Greg Smalley Greater Nashville Area Details
Greg Smalley's Saybrus Partners Experience March 2011 - Present
Job Wealth Management Consultant
Industry Insurance
Experience
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

Troy Briggs Troy Briggs Greater Boston Area Details
Troy Briggs's Saybrus Partners Experience January 2010 - Present
Job National Sales, Phoenix Annuities at Saybrus Partners
Industry Insurance
Experience
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

Robert G. Domini Jr. Robert G. Domini Jr. Greater New York City Area Details
Robert G. Domini Jr.'s Saybrus Partners Experience September 2008 - Present
Job Regional Managing Director at Saybrus Partners
Industry Insurance
Experience
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

Jon Louwagie Jon Louwagie Greater Minneapolis-St. Paul Area Details
Jon Louwagie's Saybrus Partners Experience Registered RepresentativeING Financial PartnersOctober 2011 - December 2013
Job Wealth Management Consultant
Industry Financial Services
Experience
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

Greg Pettys Greg Pettys Springfield, Illinois Area Details
Greg Pettys's Saybrus Partners Experience 2009 - 2010
Job ASPIRE GROUP, INC., Owner
Industry Writing and Editing
Experience
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

Bill Walls Bill Walls Chino Hills, California Details
Bill Walls's Saybrus Partners Experience April 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Rhonda Budge Rhonda Budge Greater Denver Area Details
Rhonda Budge's Saybrus Partners Experience February 2008 - Present
Job Team Lead Internal Sales Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Nate Barnes Nate Barnes Greater Denver Area Details
Nate Barnes's Saybrus Partners Experience July 2008 - Present
Job Wealth Management Consultant at Saybrus Partners, Inc.
Industry Financial Services
Experience
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

Steve Flinner Steve Flinner Greater St. Louis Area Details
Steve Flinner's Saybrus Partners Experience June 2010 - September 2012
Job VP, Sales at Brokers' Service Marketing Group
Industry Insurance
Experience
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

Devon Pedrick Devon Pedrick Houston, Texas Area Details
Devon Pedrick's Saybrus Partners Experience October 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Danielle Rolfes, CLU, ChFC Danielle Rolfes, CLU, ChFC Greater St. Louis Area Details
Danielle Rolfes, CLU, ChFC's Saybrus Partners Experience March 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Richard Brandon McClure Jr. Richard Brandon McClure Jr. Kansas City, Missouri Area Details
Richard Brandon McClure Jr.'s Saybrus Partners Experience April 2013 - March 2014
Job Territory Sales Director at Nationwide Financial
Industry Financial Services
Experience
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

Lisa (Bird )Facino Lisa (Bird )Facino Sacramento, California Area Details
Lisa (Bird )Facino's Saybrus Partners Experience May 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Jennifer Mulder Jennifer Mulder Portland, Oregon Area Details
Jennifer Mulder's Saybrus Partners Experience October 2013 - July 2015
Job Self Employed
Industry Financial Services
Experience
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

Dan Ippolito Dan Ippolito Baltimore, Maryland Area Details
Dan Ippolito's Saybrus Partners Experience October 2013 - October 2014
Job Sales Manager at Western & Southern Life
Industry Financial Services
Experience
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

Bryan Gustovich, CLU, ChFC Bryan Gustovich, CLU, ChFC Dallas/Fort Worth Area Details
Bryan Gustovich, CLU, ChFC's Saybrus Partners Experience 2009 - 2011
Job FSC for Territory 3 Allstate Financial Services
Industry Financial Services
Experience
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

Jonathan Rudolph Jonathan Rudolph Orlando, Florida Area Details
Jonathan Rudolph's Saybrus Partners Experience March 2014 - August 2014
Job Internal Sales Consultant
Industry Financial Services
Experience
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

Brock Goodwin Brock Goodwin Greater Denver Area Details
Brock Goodwin's Saybrus Partners Experience December 2013 - October 2014
Job General Sales Manager at Mutual of Omaha
Industry Financial Services
Experience
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

Jamie Rubino Jamie Rubino Orange County, California Area Details
Jamie Rubino's Saybrus Partners Experience January 2010 - Present
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
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

George Tanase Jr., CLU, ChFC, CASL George Tanase Jr., CLU, ChFC, CASL Oviedo, Florida Details
George Tanase Jr., CLU, ChFC, CASL's Saybrus Partners Experience October 2012 - July 2013
Job Passionate Leader that Transforms Lives
Industry Insurance
Experience
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

Breat Miller CLU, ChFC, CFP® Breat Miller CLU, ChFC, CFP® Kalamazoo, Michigan Area Details
Breat Miller CLU, ChFC, CFP®'s Saybrus Partners Experience June 2011 - June 2012
Job Wealth Management Consultant at BRM Advisory
Industry Financial Services
Experience
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

Carlton Nelson, CIMA Carlton Nelson, CIMA Hartford, Connecticut Area Details
Carlton Nelson, CIMA's Saybrus Partners Experience October 2009 - Present
Job Internal Sales Consultant, Team Lead Northeast Region at Saybrus Partners
Industry Insurance
Experience
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

Dennis West Dennis West Greater Seattle Area Details
Dennis West's Saybrus Partners Experience January 2011 - June 2012
Job Financial Products Distribution & Relationship Management
Industry Financial Services
Experience
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

Daneen Gimson Daneen Gimson Greater Philadelphia Area Details
Daneen Gimson's Saybrus Partners Experience April 2013 - October 2013
Job Life Insurance Product Manager at PNCI
Industry Insurance
Experience
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

Michael Lemos Michael Lemos Wethersfield, Connecticut Details
Michael Lemos's Saybrus Partners Experience January 2012 - December 2014
Job Director, Compliance
Industry Financial Services
Experience
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

Jack Miller Jack Miller Chicago, Illinois Details
Jack Miller's Saybrus Partners Experience July 2015 - Present
Job Regional Sales Manager at Saybrus Partners
Industry Financial Services
Experience
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

Sallie Roberts Sallie Roberts Greater Atlanta Area Details
Sallie Roberts's Saybrus Partners Experience March 2014 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Chad Thacker, CLU Chad Thacker, CLU Dallas/Fort Worth Area Details
Chad Thacker, CLU's Saybrus Partners Experience July 2009 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Corey B. Culp-Ramsey Corey B. Culp-Ramsey Norfolk, Virginia Area Details
Corey B. Culp-Ramsey's Saybrus Partners Experience January 2015 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Jay Sweeney Jay Sweeney Greater Chicago Area Details
Jay Sweeney's Saybrus Partners Experience May 2015 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Raif J. Todd Raif J. Todd Charlotte, North Carolina Area Details
Raif J. Todd's Saybrus Partners Experience September 2012 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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, CLU Betsy Thomas, CLU Roanoke, Virginia Details
Betsy Thomas, CLU's Saybrus Partners Experience 2009 - March 2011
Job Owner at Betsy Thomas State Farm Insurance
Industry Insurance
Experience
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

Bryan Blake Bryan Blake Dallas/Fort Worth Area Details
Bryan Blake's Saybrus Partners Experience September 2010 - 2011
Job Key Account Associate at National Life Group
Industry Financial Services
Experience
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

Brian Kowalski Brian Kowalski Greater Nashville Area Details
Brian Kowalski's Saybrus Partners Experience January 2010 - November 2010
Job Regional Director at MassMutual Financial Group
Industry Financial Services
Experience
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

Meghan Rutherford (Moran) Meghan Rutherford (Moran) Hartford, Connecticut Area Details
Meghan Rutherford (Moran)'s Saybrus Partners Experience November 2010 - Present
Job Director, Distribution Marketing
Industry Financial Services
Experience
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

Brian Olenick Brian Olenick Greater Philadelphia Area Details
Brian Olenick's Saybrus Partners Experience January 2010 - August 2010
Job Regional Director at Lincoln Financial Distributors
Industry Insurance
Experience
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

Gregory Hardy Gregory Hardy Dallas/Fort Worth Area Details
Gregory Hardy's Saybrus Partners Experience January 2014 - August 2014
Job Financial Consultant at Allstate Financial Services
Industry Financial Services
Experience
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

Jake Quagliaroli Jake Quagliaroli Indianapolis, Indiana Area Details
Jake Quagliaroli's Saybrus Partners Experience July 2014 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Tracy Krynick Tracy Krynick Hartford, Connecticut Area Details
Tracy Krynick's Saybrus Partners Experience 2010 - Present
Job Experienced Reporting Analyst
Industry Insurance
Experience
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

Erik Nord Erik Nord Hartford, Connecticut Area Details
Erik Nord's Saybrus Partners Experience July 2013 - May 2015
Job Internal Sales Desk Manager Brokerage West at Lincoln Financial Distributors
Industry Insurance
Experience
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

William Biles William Biles Blowing Rock, North Carolina Details
William Biles's Saybrus Partners Experience May 2013 - Present
Job Wealth Management Consultant/Point of Sale at Saybrus Partners
Industry Insurance
Experience
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.

Doug Winkler Doug Winkler Hartford, Connecticut Area Details
Doug Winkler's Saybrus Partners Experience July 2009 - December 2009
Job Divisional Vice President, Independent Distribution at The Prudential Insurance Company of America
Industry Insurance
Experience
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

Daniel Koenig Daniel Koenig Houston, Texas Area Details
Daniel Koenig's Saybrus Partners Experience October 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Biff Baker, CFP, CLU, ChFC Biff Baker, CFP, CLU, ChFC Greater Philadelphia Area Details
Biff Baker, CFP, CLU, ChFC's Saybrus Partners Experience May 2009 - Present
Job National Sales Manager Life at Saybrus Partners
Industry Insurance
Experience
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

Palmer Williams, CFP Palmer Williams, CFP Greenville, South Carolina Area Details
Palmer Williams, CFP's Saybrus Partners Experience February 2005 - Present
Job National Sales Director at Saybrus Partners
Industry Insurance
Experience
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

Tim Trockenbrot III Tim Trockenbrot III Greater Atlanta Area Details
Tim Trockenbrot III's Saybrus Partners Experience 2009 - October 2011
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
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

Barry F Barnes, CLU, ChFC, LUTCF Barry F Barnes, CLU, ChFC, LUTCF Shalimar, Florida Details
Barry F Barnes, CLU, ChFC, LUTCF's Saybrus Partners Experience 2010 - 2010
Job Independent Insurance Agent
Industry Insurance
Experience
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, CLU Kevin Greco, CLU Greater Chicago Area Details
Kevin Greco, CLU's Saybrus Partners Experience November 2009 - December 2011
Job Agent at Kevin Greco State Farm Insurance
Industry Insurance
Experience
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

James Henley CLU, ChFC James Henley CLU, ChFC Tampa/St. Petersburg, Florida Area Details
James Henley CLU, ChFC's Saybrus Partners Experience 2010 - Present
Job Wealth Management Consultant with Saybrus Partners
Industry Insurance
Experience
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

Bob Clark CLU,ChFC,LUTCF Bob Clark CLU,ChFC,LUTCF Louisville, Kentucky Area Details
Bob Clark CLU,ChFC,LUTCF's Saybrus Partners Experience 2009 - July 2011
Job Business Development Specialist at BB&T
Industry Financial Services
Experience
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

Keith George, CLU Keith George, CLU Springfield, Missouri Area Details
Keith George, CLU's Saybrus Partners Experience May 2010 - Present
Job Wealth Management Consultant at Saybrus
Industry Financial Services
Experience
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

John Pepper John Pepper Austin, Texas Area Details
John Pepper's Saybrus Partners Experience November 2013 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
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

Sheila Coughlan, MBA, CLU Sheila Coughlan, MBA, CLU Greater San Diego Area Details
Sheila Coughlan, MBA, CLU's Saybrus Partners Experience 2009 - Present
Job Internal Sales Consultant at Saybrus Partners
Industry Insurance
Experience
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

Frederick (Rick) Coykendall CLU, ChFC, FLMI Frederick (Rick) Coykendall CLU, ChFC, FLMI Greater Chicago Area Details
Frederick (Rick) Coykendall CLU, ChFC, FLMI's Saybrus Partners Experience April 2011 - Present
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
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

Brad Pickett Brad Pickett Houston, Texas Area Details
Brad Pickett's Saybrus Partners Experience April 2011 - May 2012
Job in transition
Industry Financial Services
Experience
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

Dan Burgett Dan Burgett United States Details
Dan Burgett's Saybrus Partners Experience June 2012 - Present
Job Wealth Management Consultant
Industry Financial Services
Experience
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

Adam Sadowski Adam Sadowski Hartford, Connecticut Details
Adam Sadowski's Saybrus Partners Experience January 2010 - Present
Job AVP, Account Management and Internal Sales at Saybrus Partners
Industry Insurance
Experience
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

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