Seeman Holtz

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Seeman Holtz Employees

Employee
Years
Job
Industry
Paul Charles Kopp Paul Charles Kopp Pompano Beach, Florida Details
Paul Charles Kopp's Seeman Holtz Experience January 2000 - November 2011
Job President Applefreelanceusa Global Business Development Marketing Management, Financial Advisory, CNetSecurity.
Industry Internet
Experience
PCK Consultants Applefreelanceusa- Global Consultants Business Development, Financial Advisory.   November 2011 - Present
Applefreelanceusa   November 2011 - Present
Kopp Estate Planning, LLC   November 2005 - Present
Seeman Holtz   January 2000 - November 2011
Landstar Promotions and Marketing   November 1991 - January 2000

Skills
Management Consulting, Financial Planning, Marketing Strategy, Sales Trainings, Corporate Communications, Marketing Communications, Business Management, Health Education, Education, Fitness Training, Publishing, Writing, Strategic Planning, Entrepreneurship, Sales, Public Speaking, Management, Leadership Development, Coaching, Strategic Financial..., Small Business, Marketing, Business Development, Leadership, New Business Development, Program Management, Insurance, Project Planning, Strategy, Training, Event Planning, SEO, Constant Contact, Online Marketing, Social Media Marketing, Product Marketing, Sales Operations, Analytics, Start-ups, Social Networking, Time Management

Education
Lynn University   1994 — 1994
Certified Personal Trainer, Health and Fitness

Monmouth University
Bachelor of Arts (B.A.), Education

Montclair Teachers College Montclair
Credits for Masters Degree, Education, 3.0

RIA Series 65

Daryl Arno Kutner Daryl Arno Kutner Miami, Florida Details
Daryl Arno Kutner's Seeman Holtz Experience January 2011 - Present
Job Financial Services at Seeman Holtz
Industry Investment Management
Experience
Seeman Holtz   January 2011 - Present
DAK Realty, Inc   January 1996 - Present
New York Life Insurance Company  January 2009 - January 2011

Skills
Private Equity, Life Insurance, Investment Properties, Investments, Fixed Annuities, Mutual Funds, Risk Management, Financial Analysis

Education
University of Miami   1989 — 1994
BS, BA, Marketing, Advertising, Sociology

Gulliver Preparatory   1984 — 1988

Racquel Wint Racquel Wint Hollywood, Florida Details
Racquel Wint's Seeman Holtz Experience June 2008 - December 2009
Job Contract Specialist at Arise Virtual Solutions Inc.
Industry Consumer Services
Experience
Arise Virtual Solutions Inc.  August 2014 - Present
Chen Medical Center   June 2013 - January 2014
SOS Children's Villages - Florida  September 2010 - June 2013
Russell Life Skills and Reading Foundation   March 2010 - September 2010
Seeman Holtz   June 2008 - December 2009

Skills
Able To Multi-task, Excellent oral and..., Responsible and..., Proficient in..., Case Managment, Office Management, Records, Phone Etiquette, Spreadsheets, Oral & Written..., Organization &..., 10 Key, Highly detail oriented, Calls, Photocopier, Cover Letters, Microsoft Publisher, Written Communication, Volunteering, Case Management

Education
Florida Atlantic University   2013 — 2015
Master of Business Administration (MBA), Finance

Barry University   2010 — 2012
Bachelor of Science (B.S.), Business Administration

Broward Community College   2004 — 2007
Associates in Arts

Robert Epstein Robert Epstein New York, New York Details
Robert Epstein's Seeman Holtz Experience February 2008 - May 2010
Job Territory Account Manager at Polycom
Industry Information Technology and Services
Experience
Polycom  April 2015 - Present
AVAYA, Inc.   June 2011 - April 2015
Western & Southern Financial   December 2010 - October 2011
Tesla Motors  May 2010 - November 2010
Seeman Holtz   February 2008 - May 2010
WACHOVIA SECURITIES  February 2005 - February 2008
SUNTRUST SECURITIES   January 2002 - February 2005
Charles Schwab  June 1992 - December 2001
Charles Schwab & Co. Inc   March 1997 - September 2000
Charles Schwab & Co. Inc   June 1996 - March 1997

Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications

Education
State University of New York College at Plattsburgh   1985 — 1989
Business Management, Management

Tracy Walker-Gaspard Tracy Walker-Gaspard Irvine, California Details
Tracy Walker-Gaspard's Seeman Holtz Experience October 2014 - Present
Job Financial Advisor at Seeman Holtz
Industry Insurance
Experience
Seeman Holtz   October 2014 - Present
IMS Associates   April 2012 - June 2013
Promark Financial Insurance Marketing, Inc   June 2011 - July 2011
Promark Financial Marketing   April 2008 - June 2010
Promark Financial  May 2006 - April 2008
Promark Financial Insurance Marketing, Inc   October 2005 - May 2006
Powerwave Technologies  October 2004 - March 2005
Jaguar Land Rover  February 2002 - October 2004
ConAgra Grocery   October 2001 - February 2002
Saturn Electronics & Engineering  December 1999 - October 2001

Skills
Outlook, PowerPoint, Excel, Expert at Licensing and..., Expert at DOI Licensing, Word, Licensing, Insurance, Microsoft Office, Customer Relations, Reinsurance, Microsoft Excel, Customer Service, Microsoft Word, Fixed Annuities, Recruiting, Leadership, Sales, Management, New Business Development, Sales Management, Strategic Partnerships, CRM, Strategy, Operations Management, Finance, Project Management, Budgets, Life Insurance

Education
University of Phoenix   2014 — 2015
Master of Business Administration (M.B.A.), Business Management

AD Banker   2012 — 2012
Certificate of Completion, Life and Health Insurance

University of Phoenix   2002 — 2006
Bachelor of Science, Business Management 2006

Richard Donoff Richard Donoff Miami/Fort Lauderdale Area Details
Richard Donoff's Seeman Holtz Experience December 2012 - Present
Job Executive Advisor and Manager at Seeman Holtz
Industry Financial Services
Experience
Seeman Holtz   December 2012 - Present
LIVING BENEFITS COMPANY, LLC   January 2009 - Present
RICHARD DONOFF & ASSOCIATES   January 1999 - Present
The Living Benefits Company   January 2009 - July 2010
The Living Benefits Company LLCCOMPANY   January 2009 - July 2010
Cellular Sales  2010 - 2010
Category 5 Hurricane Shutters   March 2006 - October 2008
SEALY MATTRESS COMPANY  July 1981 - March 1986

Skills
Long Term Care Insurance, Long-term Care, Disability Insurance, Insurance, New Business Development, Sales Management, Marketing Strategy, Direct Marketing, Business Development, B2B, Strategic Planning, Health Insurance, Financial Analysis, Employee Benefits, Negotiation, Marketing Management, Financial Advisory, Mortgage Lending, Healthcare, Investments, Medicare, Direct Sales, Mutual Funds, Property & Casualty..., Selling, Strategic Financial..., Business Strategy, Sales Presentations, Leadership, Recruiting, 401k, Health Savings Accounts, Brokers, Critical Illness, IRAs, Financial Planners, Whole Life, Retirement Planning, Term Life Insurance, Program Management, Customer Service, Coaching, Cold Calling, Financial Services, Team Building, Entrepreneurship, Budgets, Sales Operations, Management, Sales Process

Education
WASHINGTON UNIVERSITY - St   1978 — 1980
MBA, Marketing & Finance

Washington University in St. Louis - Olin Business School   1978 — 1980
MBA, Marketing, Finance

Temple University
BBA, Marketing & Human Resource Management

George Kunzman George Kunzman West Palm Beach, Florida Area Details
George Kunzman's Seeman Holtz Experience October 2011 - November 2013
Job Parish Manager at St. Vincent Ferrer Church
Industry Accounting
Experience
St. Vincent Ferrer Church   May 2014 - Present
Seeman Holtz   October 2011 - November 2013
Navis Logistics Network, Inc.   February 1999 - March 2009
Packaging Store  January 1989 - March 1998
IBM Corporation  April 1970 - December 1988

Skills
Financial Analysis, Strategic Planning, Small Business, Franchising, Business Planning, Budgets, Strategic Financial..., Accounting, Managerial Finance, Finance, Business Strategy, New Business Development, Risk Management, Investments, Team Building, Start-ups, Management Consulting, Due Diligence, Leadership, Coaching, Sales, Strategy, Training, Entrepreneurship, Mergers & Acquisitions, Logistics, Analysis, Management, Forecasting, Business Development, Operations Management, Process Improvement, Contract Negotiation, Change Management, Negotiation, Leadership Development, Business Analysis, Executive Management, Competitive Analysis, Cross-functional Team..., Team Leadership, Account Management, Project Planning, Marketing, Program Management, International Business, Sales Management, Organizational..., Project Management, Marketing Strategy

Education
Adelphi University   1971 — 1973
MBA, Finance

Cathedral College   1965 — 1969
BA, Philosophy

Derrek Richardson Derrek Richardson West Palm Beach, Florida Details
Derrek Richardson's Seeman Holtz Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Seeman Holtz   July 2015 - Present
The Breakers Palm Beach  May 2015 - Present
Kentucky Christian University  May 2014 - July 2014
Columbus Crew  February 2014 - April 2014
Ohio Valley Aluminum Co.   June 2010 - July 2011
McDonald's Corporation  June 2007 - December 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Team Leadership, Social Networking, Marketing, Public Relations, Event Management, Social Media Marketing, Financial Analysis, Accounting, Event Planning, Sports, Sales, Nonprofits, Marketing Communications, Marketing Strategy, Leadership, Management, Leadership Development, Team Building, Coaching

Education
Kentucky Christian University   2011 — 2014
Bachelor of Business Administration (B.B.A.), Sport and Fitness Administration/Management

Heidi Arnest Heidi Arnest Newport Coast, California Details
Heidi Arnest's Seeman Holtz Experience June 2014 - Present
Job Advisor at Seeman Holtz
Industry Financial Services
Experience
Seeman Holtz   June 2014 - Present
Health Markets  September 2012 - December 2014
Spectrum Direct Insurance Services   February 2009 - January 2010
Windstone Insurance Agency   July 2008 - February 2009
Legacy Retirement Services   January 2000 - December 2007
O'Connor and Associates  March 2005 - October 2006
Retirement Planning Services  1998 - 2000
Different Offices   1977 - 1999

Skills
Life Insurance, Insurance, Long Term Care Insurance, Strategic Planning, Small Business, Licensed Life & Health..., Retirement Planning, Training, Time Management, Organizational..., Sales Process, Wellness Coaching, Critical Illness, Self-directed, Self Starter, Self-esteem, Personal Care, Confidence Building, Nutritional Counseling, Healthy Lifestyle, Lifestyle Coaching, Passion for Helping..., Affordable Health..., Exceptional Listener, Honest, Building Relationships, Building Strong..., Exceeding Customer..., Quota Achievement, Team Leadership, Trusted Advisor, Compassionate, Sincere, Diligent, Always Punctual, Highly motivated..., High level of initiative, Positive Can-do Attitude, Self-confidence, Award Winner, Indexed Annuities, Individual Health..., Wellness, Consultative Sales..., Relationship Building, Marketing, Disability Insurance, Term Life Insurance, Sales, Team Building

Education
University of California, Los Angeles   1974 — 1977
Biochemistry Dental Hygiene

California State University-Long Beach   1972 — 1974

Dan Waldman, MBA Dan Waldman, MBA Miami/Fort Lauderdale Area Details
Dan Waldman, MBA's Seeman Holtz Experience October 2009 - August 2010
Job ISO Manager at BFS Capital
Industry Financial Services
Experience
BFS Capital  November 2014 - Present
PartsBase.com  October 2010 - October 2014
Seeman Holtz   October 2009 - August 2010
Seeman Holtz   April 2009 - October 2009
DBSI Securities   May 2008 - June 2008
Commonwealth Capital Securities Corp.   July 2006 - May 2008
Ent Federal Credit Union  September 2004 - December 2005
Quick & Reilly/FleetBoston   August 2001 - September 2004

Skills
Market Research, Marketing, Strategic Planning, Analytical Skills, Data Mining, Business Development, Forecasting, Valuation, ROI Optimization, Product Modeling, P&L Analysis, Corporate FP&A, Hyperion Financial..., Microsoft SQL Server, SAP ERP, SAS, SaaS, Google Analytics, MS Excel Pivot Tables, Lead Generation, Sales Revitalization, Product Development, Critical Thinking, CRM, Salesforce.com, E-commerce, Selling, Management, Negotiation, Training, Team Management, Portfolio Management, B2B, Alternative Investment..., Recruiting, Systematizing & Ordering, Capital Budgeting, Rainmaker, Mentoring & Training, Business Process..., Building Sustainable..., Asset Valuation, Inventorying & Surveying, Persuading & Promoting, Fund-Raising/Prospecting, Implementing Best..., Account Management, Sales, Strategy, Finance

Education
Florida State University - College of Business   2009 — 2011
MBA, Risk Management, Asset Valuation, Financial Analysis

Emory University - Goizueta Business School   1993 — 1997
BBA, Business Administration/Marketing

Fred Tan Fred Tan Miami/Fort Lauderdale Area Details
Fred Tan's Seeman Holtz Experience March 2008 - March 2015
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  April 2015 - Present
Platinun Structured Income Fund   January 2010 - March 2015
Seeman Holtz   March 2008 - March 2015
Banorte Securities   May 2001 - October 2006

Skills
Portfolio Management, Investments, Mutual Funds, Emerging Markets, Strategic Planning, Management, Business Strategy, Alternative Investments, Asset Allocation, Banking, Business Planning, Capital Markets, Commodity, Entrepreneurship, Equities, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Investment Management, Investment Strategies, Private Equity, Relationship Management, Wealth Management, Risk Management, Financial Risk, Credit, Derivatives, Valuation, Financial Modeling, Securities, Economics, Series 7, Corporate Finance, Start-ups, Due Diligence, Mergers & Acquisitions, Management Consulting, Structured Finance, Hedge Funds, Project Finance, Strategic Financial..., Trading, Investment Banking, Equity Research, Financial Planning

Education
New York University - Leonard N. Stern School of Business   1987 — 1989

Colgate University

Chris Lauzon Chris Lauzon Miami Beach, Florida Details
Chris Lauzon's Seeman Holtz Experience December 2006 - March 2010
Job Broker at Socius Insurance Services, Inc.
Industry Insurance
Experience
Socius Insurance Services, Inc.   June 2014 - Present
Professional Risk Solutions   January 2012 - May 2014
Vanguard Funding  April 2010 - December 2011
Seeman Holtz   December 2006 - March 2010
Global Home Loans and Finance  October 2001 - June 2006
Global Consultants   November 2000 - October 2001

Skills
Commercial Insurance, D&O, EPL, Miscellaneous..., E&O, Technology E&O, Crime, Fiduciary, Cyber, A&E, Excess, Employment Practices..., Insurance Brokerage, Professional Liability, Errors & Omissions, Directors

Education
Hofstra University   1995 — 2000
BA, Business Administration

Ian Bossie Ian Bossie Naples, Florida Area Details
Ian Bossie's Seeman Holtz Experience 2013 - 2013
Job Financial Advisor Seeman Holtz
Industry Financial Services
Experience
Seeman Holtz   2013 - 2013
Merrill Lynch  September 2011 - September 2012

Skills
Investment Properties, Investments, Annuity Sales, Life Insurance, Term Life Insurance, Long Term Care Insurance, Managed Money, Structured Settlements, Estate Planning, chronic illness planning, Registered Investment..., Licensed Life & Health..., General Securities..., Real Estate License, 401k Rollovers

Education
Florida Gulf Coast University

Jennifer Retacco Jennifer Retacco Pompano Beach, Florida Details
Jennifer Retacco's Seeman Holtz Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
seeman holtz   2011 - 2012

Education
Keiser University-Ft Lauderdale
Associate of Arts (AA), Accounting