Shurwest Financial Group
Industry: Company
DescriptionHeadquarters: Scottsdale, AZ Founder: Ron Shurts Founded: 1984
Shurwest Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shurwest Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Shurwest Financial Group Salaries. You can even request information on how much does Shurwest Financial Group pay if you want to. Learn about salaries, pros and cons of working for Shurwest Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
32 Shurwest Financial Group employees in database. Find out everything there's to know about Shurwest Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Shurwest Financial Group Employees
Employee
Years
Job
Industry
Harrison Pham Harrison Pham's Shurwest Financial Group Experience September 2014 - Present
Job Wholesaler at Shurwest Financial Group
Industry Staffing and Recruiting
Experience
Shurwest Financial Group September 2014 - Present
Robert Half International August 2013 - August 2014
GreatChina International August 2012 - August 2013
Gannett Local October 2011 - September 2012
Kidstop Toys March 2005 - December 2010
Dave and Busters February 2008 - May 2009
Titus, Bruekner, and Levine P January 2007 - August 2007
Skills
Cold Calling, Salesforce.com, Social Networking, Social Media, Lead Generation, Online Marketing, Facebook, Recruiting, Temporary Staffing, Sales, Warm Calling, Research, Online Advertising, Advertising, Google Adwords, Email Marketing, SEO, Marketing, Staffing Services
Education
Arizona State University 2007 — 2012
Bachelors, Political Science
Chaparral High School 2004 — 2007
General Education
Shurwest Financial Group September 2014 - Present
Robert Half International August 2013 - August 2014
GreatChina International August 2012 - August 2013
Gannett Local October 2011 - September 2012
Kidstop Toys March 2005 - December 2010
Dave and Busters February 2008 - May 2009
Titus, Bruekner, and Levine P January 2007 - August 2007
Skills
Cold Calling, Salesforce.com, Social Networking, Social Media, Lead Generation, Online Marketing, Facebook, Recruiting, Temporary Staffing, Sales, Warm Calling, Research, Online Advertising, Advertising, Google Adwords, Email Marketing, SEO, Marketing, Staffing Services
Education
Arizona State University 2007 — 2012
Bachelors, Political Science
Chaparral High School 2004 — 2007
General Education
Melanie Johnston Melanie Johnston's Shurwest Financial Group Experience February 2010 - Present
Job Director of Marketing Communications at Shurwest Financial Group
Industry Public Relations and Communications
Experience
Shurwest Financial Group February 2010 - Present
Independent January 1985 - March 2010
Johnston Writing & Design January 1990 - December 2006
Phoenix Convention & Visitors Bureau January 1987 - December 1989
Phoenix Business Journal January 1986 - December 1986
Skills
Creative Development, Creative Direction, Art Direction, Public Relations, Graphic Design, Marketing, Public Speaking, Online Advertising, Strategic Planning, Lead Generation, Digital Marketing, Newsletters, Integrated Marketing, Press Releases, Email Marketing, Social Media, Marketing Strategy, Social Media Marketing, Brand Development, Feature Articles, Journalism, Advertising, Marketing Communications, Corporate Communications, Entrepreneurship, Media Relations, Brand Awareness, Internal Communications, PowerPoint
Education
Arizona State University 1981 — 1985
B.A., Journalism/Public Relations
Shurwest Financial Group February 2010 - Present
Independent January 1985 - March 2010
Johnston Writing & Design January 1990 - December 2006
Phoenix Convention & Visitors Bureau January 1987 - December 1989
Phoenix Business Journal January 1986 - December 1986
Skills
Creative Development, Creative Direction, Art Direction, Public Relations, Graphic Design, Marketing, Public Speaking, Online Advertising, Strategic Planning, Lead Generation, Digital Marketing, Newsletters, Integrated Marketing, Press Releases, Email Marketing, Social Media, Marketing Strategy, Social Media Marketing, Brand Development, Feature Articles, Journalism, Advertising, Marketing Communications, Corporate Communications, Entrepreneurship, Media Relations, Brand Awareness, Internal Communications, PowerPoint
Education
Arizona State University 1981 — 1985
B.A., Journalism/Public Relations
Andrew Victor's Shurwest Financial Group Experience January 2015 - Present
Job National Life Specialist at Shurwest
Industry Insurance
Experience
Shurwest Financial Group January 2015 - Present
Victor Life Design January 2011 - Present
TIME Financial February 2013 - January 2015
Skills
Insurance, Investments, Public Speaking, Strategic Planning, Series 7, Series 63, Financial Analysis, Risk Management
Education
Harvard College 1989 — 1993
AB, Government
The Gunnery 1986 — 1989
Shurwest Financial Group January 2015 - Present
Victor Life Design January 2011 - Present
TIME Financial February 2013 - January 2015
Skills
Insurance, Investments, Public Speaking, Strategic Planning, Series 7, Series 63, Financial Analysis, Risk Management
Education
Harvard College 1989 — 1993
AB, Government
The Gunnery 1986 — 1989
Nelly Finch's Shurwest Financial Group Experience 2002 - 2004
Job Executive Assistant, Chief Accounting Officer at Expedia
Industry Leisure, Travel & Tourism
Experience
Expedia 2009 - Present
Expedia 2009 - 2013
Expedia May 2008 - 2009
Phoenix Commercial Advisors 2005 - 2008
Ship Harbor Yacht Charters 1999 - 2005
Shurwest Financial Group 2002 - 2004
Skills
Microsoft Excel, Accounts Payable, Administrative..., Accounting, Microsoft Word, Project Management
Education
Mesa Community College 2002 — 2004
Business Administration and Management, General
Skagit Valley College 2001 — 2002
Associate of Arts (AA)
Anacortes High School 1998 — 2001
Expedia 2009 - Present
Expedia 2009 - 2013
Expedia May 2008 - 2009
Phoenix Commercial Advisors 2005 - 2008
Ship Harbor Yacht Charters 1999 - 2005
Shurwest Financial Group 2002 - 2004
Skills
Microsoft Excel, Accounts Payable, Administrative..., Accounting, Microsoft Word, Project Management
Education
Mesa Community College 2002 — 2004
Business Administration and Management, General
Skagit Valley College 2001 — 2002
Associate of Arts (AA)
Anacortes High School 1998 — 2001
Joe Reardon Joe Reardon's Shurwest Financial Group Experience March 2012 - February 2013
Job Account Executive with United Fidelity Funding Group
Industry Financial Services
Experience
United Fidelity Funding, Corp. January 2009 - Present
Shurwest Financial Group March 2012 - February 2013
Skills
Fixed Annuities, Indexed Annuities, Mortgage Lending, Financial Risk, Wealth Accumulation, FHA Financing, USDA Rural Housing, VA Loans, Conventional Financing, Sales, Account Management, Series 6, IRAs, Insurance, Financial Advisory, Life Insurance, Term Life Insurance, Wealth Management, Retirement, Financial Planning
Education
Central Missouri State University 1994 — 1997
BS, Aeronautics
United Fidelity Funding, Corp. January 2009 - Present
Shurwest Financial Group March 2012 - February 2013
Skills
Fixed Annuities, Indexed Annuities, Mortgage Lending, Financial Risk, Wealth Accumulation, FHA Financing, USDA Rural Housing, VA Loans, Conventional Financing, Sales, Account Management, Series 6, IRAs, Insurance, Financial Advisory, Life Insurance, Term Life Insurance, Wealth Management, Retirement, Financial Planning
Education
Central Missouri State University 1994 — 1997
BS, Aeronautics
Gina Stock Gina Stock's Shurwest Financial Group Experience June 2012 - Present
Job Owner at Buzzable, LLC
Industry Graphic Design
Experience
Shurwest Financial Group June 2012 - Present
Skills
Photoshop, Advertising, Graphic Design, Marketing, Brand Development, Leadership, Graphics, Email Marketing, Marketing Strategy, Social Media, Event Planning, Social Media Marketing, Strategic Planning
Education
Ashford University 2007 — 2009
2009, Psychology
Boise State University 1993 — 2002
no, Special Education & Business
Shurwest Financial Group June 2012 - Present
Skills
Photoshop, Advertising, Graphic Design, Marketing, Brand Development, Leadership, Graphics, Email Marketing, Marketing Strategy, Social Media, Event Planning, Social Media Marketing, Strategic Planning
Education
Ashford University 2007 — 2009
2009, Psychology
Boise State University 1993 — 2002
no, Special Education & Business
Cameron Hollerbach's Shurwest Financial Group Experience January 2014 - Present
Job Senior Consultant at Shurwest Financial Group
Industry Insurance
Experience
Shurwest Financial Group January 2014 - Present
Shurwest Financial Group January 2013 - December 2013
Skills
Retirement Planning, Recruiting, Financial Advisory, Fixed Annuities, Asset Allocation, Life Insurance, Long-term Care, Pensions, Employee Benefits, Marketing, Investments, Marketing Strategy, Retirement Savings, Health Insurance, Estate Planning, Financial Planners, Account Management, Employee Training, 401k, Series 6, Series 7, Retirement, Wealth Management..., Whole Life, New Business Development, Wholesale, Fixed Income, 401k Rollovers, Sales, Equities, Insurance, Universal Life, Financial Goals, Cold Calling, Lead Generation, Indexed Annuities, Strategic Financial..., Mutual Funds, Social Media Marketing, Disability Insurance, Building Relationships, Bonds, Series 63, Relationship Management, Variable Annuities, Succession Planning, Strategic Planning, Term Life Insurance, Medicare, Financial Services
Education
Northern Arizona University 2008 — 2012
Exercise Science
Shurwest Financial Group January 2014 - Present
Shurwest Financial Group January 2013 - December 2013
Skills
Retirement Planning, Recruiting, Financial Advisory, Fixed Annuities, Asset Allocation, Life Insurance, Long-term Care, Pensions, Employee Benefits, Marketing, Investments, Marketing Strategy, Retirement Savings, Health Insurance, Estate Planning, Financial Planners, Account Management, Employee Training, 401k, Series 6, Series 7, Retirement, Wealth Management..., Whole Life, New Business Development, Wholesale, Fixed Income, 401k Rollovers, Sales, Equities, Insurance, Universal Life, Financial Goals, Cold Calling, Lead Generation, Indexed Annuities, Strategic Financial..., Mutual Funds, Social Media Marketing, Disability Insurance, Building Relationships, Bonds, Series 63, Relationship Management, Variable Annuities, Succession Planning, Strategic Planning, Term Life Insurance, Medicare, Financial Services
Education
Northern Arizona University 2008 — 2012
Exercise Science
Brian Arnold Brian Arnold's Shurwest Financial Group Experience June 2011 - Present
Job Sales/Marketing Jr. Consultant at Shurwest Financial Group
Industry Insurance
Experience
Shurwest Financial Group June 2011 - Present
Skills
Wealth Accumulation, Financial Advisory, Retirement, Insurance, Wealth Management, Fixed Annuities, Variable Annuities, Employee Benefits, IRAs, Roth IRA, Retirement Planning, Strategic Financial..., Long-term Care, Health Insurance, 401k, Pensions, Wealth, Life Insurance, Financial Planners, Marketing, Disability Insurance, Estate Planning, Long Term Care Insurance, Term Life Insurance, Sales
Education
Notre Dame Prep
Texas Christian University
Marketing
Shurwest Financial Group June 2011 - Present
Skills
Wealth Accumulation, Financial Advisory, Retirement, Insurance, Wealth Management, Fixed Annuities, Variable Annuities, Employee Benefits, IRAs, Roth IRA, Retirement Planning, Strategic Financial..., Long-term Care, Health Insurance, 401k, Pensions, Wealth, Life Insurance, Financial Planners, Marketing, Disability Insurance, Estate Planning, Long Term Care Insurance, Term Life Insurance, Sales
Education
Notre Dame Prep
Texas Christian University
Marketing
Brynne Smith Brynne Smith's Shurwest Financial Group Experience August 2012 - April 2013
Job Administrative Assistant at Colony American Homes
Industry Financial Services
Experience
Colony American Homes April 2013 - Present
Shurwest Financial Group August 2012 - April 2013
The Annexus Group December 2011 - August 2012
Electric Ladyland March 2005 - April 2009
Skills
Photoshop, Sales, Customer Service, Recruiting, Time Management, Visual Merchandising, Human Resources, Health Insurance, Investments, Marketing, Team Building
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Human Services Management
Saguaro High School
Colony American Homes April 2013 - Present
Shurwest Financial Group August 2012 - April 2013
The Annexus Group December 2011 - August 2012
Electric Ladyland March 2005 - April 2009
Skills
Photoshop, Sales, Customer Service, Recruiting, Time Management, Visual Merchandising, Human Resources, Health Insurance, Investments, Marketing, Team Building
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Human Services Management
Saguaro High School
Marc Montini Marc Montini's Shurwest Financial Group Experience September 1995 - April 2015
Job Managing Partner at Montini and Farrah Tax Advisory Group
Industry Financial Services
Experience
Montini and Farrah Tax Advisory Group 2015 - Present
Shurwest Financial Group September 1995 - April 2015
Shurwest Financial Group 1996 - 2012
Skills
Video Marketing, Retirement Planning, Retirement Income..., Fixed Annuities, Annuities, Annuity, Financial Advisory, Bonds, Lead Generation, IRAs, Life Insurance, Insurance, Retirement, 401k, Marketing Strategy, Wealth Accumulation, Long-term Care, Marketing, Series 6, Email Marketing, Sales, Strategic Financial..., Wealth, Employee Benefits, Disability Insurance, Financial Planners, Health Insurance, Variable Annuities, Financial Planning
Education
Arizona State University 1992 — 1996
BS, Marketing
Shadow mountain 1988 — 1991
Montini and Farrah Tax Advisory Group 2015 - Present
Shurwest Financial Group September 1995 - April 2015
Shurwest Financial Group 1996 - 2012
Skills
Video Marketing, Retirement Planning, Retirement Income..., Fixed Annuities, Annuities, Annuity, Financial Advisory, Bonds, Lead Generation, IRAs, Life Insurance, Insurance, Retirement, 401k, Marketing Strategy, Wealth Accumulation, Long-term Care, Marketing, Series 6, Email Marketing, Sales, Strategic Financial..., Wealth, Employee Benefits, Disability Insurance, Financial Planners, Health Insurance, Variable Annuities, Financial Planning
Education
Arizona State University 1992 — 1996
BS, Marketing
Shadow mountain 1988 — 1991
Jim Maschek Jim Maschek's Shurwest Financial Group Experience May 1998 - Present
Job National Sales Director, Retirement Income Planning, Fixed Index Annuities, IRA and 401k Rollovers
Industry Insurance
Experience
Shurwest Financial Group May 1998 - Present
Education
Arizona State University 1993 — 1998
BS, Marketing
Shurwest Financial Group May 1998 - Present
Education
Arizona State University 1993 — 1998
BS, Marketing
Marc Lindsey's Shurwest Financial Group Experience 2003 - Present
Job Marketing Consultant, Retirement Income Planner, Annuity Expert, IRA and 401k Rollover Specialist
Industry Financial Services
Experience
Shurwest Financial March 2003 - Present
Shurwest Financial Group 2003 - Present
Skills
Financial Advisory, Retirement, Fixed Annuities, 401k Rollovers, Financial Goals, Estate Planning, Financial Planners, Strategic Planning, Employee Benefits, IRAs, Strategic Financial..., Marketing Strategy, Indexed Annuities, Retirement Planning, Roth IRA, Relationship Management, Variable Annuities, Long-term Care, Life Insurance, Wealth, 401k, Disability Insurance
Education
Saguaro
Saguaro
Thunderbird School of Global Management
Shurwest Financial March 2003 - Present
Shurwest Financial Group 2003 - Present
Skills
Financial Advisory, Retirement, Fixed Annuities, 401k Rollovers, Financial Goals, Estate Planning, Financial Planners, Strategic Planning, Employee Benefits, IRAs, Strategic Financial..., Marketing Strategy, Indexed Annuities, Retirement Planning, Roth IRA, Relationship Management, Variable Annuities, Long-term Care, Life Insurance, Wealth, 401k, Disability Insurance
Education
Saguaro
Saguaro
Thunderbird School of Global Management
Noell Mercer Noell Mercer's Shurwest Financial Group Experience September 2004 - December 2006
Job Senior Underwriting Case Manager at The Hebets Company
Industry Insurance
Experience
The Hebets Company July 2013 - Present
Brokers Alliance, Inc June 2010 - October 2012
Pacific Southwest Financial October 2007 - June 2010
Shurwest Financial Group September 2004 - December 2006
Good Samaritan Regional Medical Center August 1999 - October 2003
University of Arizona April 1998 - January 1999
Skills
Fixed Annuities, Insurance, Medicare, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Process Improvement
Education
Rio Salado College 2012 — 2013
Associate's degree, Paralegal, 4.0
University of Arizona 1997 — 1999
Phoenix College 1994 — 1997
Associate of Arts and Sciences (AAS), Nursing
The Hebets Company July 2013 - Present
Brokers Alliance, Inc June 2010 - October 2012
Pacific Southwest Financial October 2007 - June 2010
Shurwest Financial Group September 2004 - December 2006
Good Samaritan Regional Medical Center August 1999 - October 2003
University of Arizona April 1998 - January 1999
Skills
Fixed Annuities, Insurance, Medicare, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Process Improvement
Education
Rio Salado College 2012 — 2013
Associate's degree, Paralegal, 4.0
University of Arizona 1997 — 1999
Phoenix College 1994 — 1997
Associate of Arts and Sciences (AAS), Nursing
Bill Matlock Bill Matlock's Shurwest Financial Group Experience 2007 - 2012
Job Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2015 - Present
Matlock Advisory Group, Inc May 2008 - Present
Shurwest Financial Group 2007 - 2012
Powell Matlock Drees, Inc May 2007 - May 2008
Bankers Life and Casualty March 2003 - May 2007
Trust and Investment divison of Pulaski Bank March 2001 - March 2003
Morgan Stanley February 1998 - March 2001
Skills
Fixed Annuities, Insurance, Asset Allocation, Estate Planning, Retirement, Retirement Planning, Variable Annuities, Long-term Care, IRAs, Wealth Accumulation, Life Insurance, 401k, Series 7, Financial Goals, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, Personal Finance, Income Planning, Veterans Benefit Aid..., Annuity Sales, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Whole Life, Universal Life, Investment Strategies, Medicare, Insurance Brokerage, Brokers, Stocks, Bonds, Roth IRA, Medicare Part D, FINRA, Term Life Insurance, Wealth, Financial Planning
Education
University of Central Arkansas 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Central Arkansas 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Allstate Financial Services, LLC June 2015 - Present
Matlock Advisory Group, Inc May 2008 - Present
Shurwest Financial Group 2007 - 2012
Powell Matlock Drees, Inc May 2007 - May 2008
Bankers Life and Casualty March 2003 - May 2007
Trust and Investment divison of Pulaski Bank March 2001 - March 2003
Morgan Stanley February 1998 - March 2001
Skills
Fixed Annuities, Insurance, Asset Allocation, Estate Planning, Retirement, Retirement Planning, Variable Annuities, Long-term Care, IRAs, Wealth Accumulation, Life Insurance, 401k, Series 7, Financial Goals, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, Personal Finance, Income Planning, Veterans Benefit Aid..., Annuity Sales, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Whole Life, Universal Life, Investment Strategies, Medicare, Insurance Brokerage, Brokers, Stocks, Bonds, Roth IRA, Medicare Part D, FINRA, Term Life Insurance, Wealth, Financial Planning
Education
University of Central Arkansas 1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Central Arkansas 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Dede Alvarez-Sonntag's Shurwest Financial Group Experience October 2010 - August 2011
Job Sr. Web & Graphic Designer at Creditera
Industry Graphic Design
Experience
Creditera October 2014 - Present
iMedia Communications, Inc. 2013 - Present
Rakuten.com Shopping November 2011 - September 2013
HPI RACING July 2011 - October 2011
Shurwest Financial Group October 2010 - August 2011
Translations 1998 - 2011
Internetcodeplay 2007 - 2010
Valorit February 2008 - July 2008
Container Direct Furniture June 2007 - January 2008
Skills
Email Marketing, Graphic Design, Web Design, Online Advertising, SEO, Marketing, Creative Direction, HTML, Social Media Marketing, Art Direction, CSS, Photoshop CS6, InDesign CS6, Dreamweaver CS6, Illustrator CS6, Mac OSX, WordPress, Blog Design, Mini-websites, Event Flyers, Posters and Banners, Vinyl Banners, Brand Development, Trade Show Graphics, Facebook, Photoshop, Scrum, Agile Project Management, JIRA, Design logos, Brazilian Portuguese, Illustration, Painting, User Interface Design, Visual Design, Photography, Advertising, Adobe Creative Suite
Education
Mesa Community College 2008 — 2012
Graphic Design, Graphic Design
Faculdade de Tecnologia de São Paulo 1998 — 2001
Processamento de Dados, Computer System Analysis
Creditera October 2014 - Present
iMedia Communications, Inc. 2013 - Present
Rakuten.com Shopping November 2011 - September 2013
HPI RACING July 2011 - October 2011
Shurwest Financial Group October 2010 - August 2011
Translations 1998 - 2011
Internetcodeplay 2007 - 2010
Valorit February 2008 - July 2008
Container Direct Furniture June 2007 - January 2008
Skills
Email Marketing, Graphic Design, Web Design, Online Advertising, SEO, Marketing, Creative Direction, HTML, Social Media Marketing, Art Direction, CSS, Photoshop CS6, InDesign CS6, Dreamweaver CS6, Illustrator CS6, Mac OSX, WordPress, Blog Design, Mini-websites, Event Flyers, Posters and Banners, Vinyl Banners, Brand Development, Trade Show Graphics, Facebook, Photoshop, Scrum, Agile Project Management, JIRA, Design logos, Brazilian Portuguese, Illustration, Painting, User Interface Design, Visual Design, Photography, Advertising, Adobe Creative Suite
Education
Mesa Community College 2008 — 2012
Graphic Design, Graphic Design
Faculdade de Tecnologia de São Paulo 1998 — 2001
Processamento de Dados, Computer System Analysis
Randy Cates's Shurwest Financial Group Experience October 2010 - Present
Job Video/Motion Graphics Producer
Industry Media Production
Experience
Shurwest Financial Group October 2010 - Present
Arizona State University - W. P. Carey School of Business October 2003 - July 2010
Computer Animation & Design, Inc. January 1993 - December 2003
Christian Science Monitor January 1993 - January 1994
Digital Images, Editel, Boston January 1991 - January 1993
VizWiz Film/Video (now National Boston) January 1989 - January 1991
The Troupe January 1987 - January 1989
Bolt Beranek & Newman, Inc. September 1982 - January 1987
Skills
Broadcast Design, Motion Graphics, Videography, After Effects, Illustrator, Photoshop, Premiere, Adobe Audition, Video, Graphics, Motion Design, Broadcast, Animation, Video Editing, Art Direction, Logo Design, Graphic Design, Creative Direction, Storyboarding, Adobe Creative Suite, Production, Illustration, Typography, Mac, Video Production, Lightwave, PC, Editing, Film, Flash, Producing, Lighting, Commercials, 3D, Visual Communication, Computer Animation
Education
Massachusetts College of Art 1978 — 1982
BFA program, Graphic Design
Massachusetts College of Art and Design 1978 — 1982
BFA, Graphic Design
Shurwest Financial Group October 2010 - Present
Arizona State University - W. P. Carey School of Business October 2003 - July 2010
Computer Animation & Design, Inc. January 1993 - December 2003
Christian Science Monitor January 1993 - January 1994
Digital Images, Editel, Boston January 1991 - January 1993
VizWiz Film/Video (now National Boston) January 1989 - January 1991
The Troupe January 1987 - January 1989
Bolt Beranek & Newman, Inc. September 1982 - January 1987
Skills
Broadcast Design, Motion Graphics, Videography, After Effects, Illustrator, Photoshop, Premiere, Adobe Audition, Video, Graphics, Motion Design, Broadcast, Animation, Video Editing, Art Direction, Logo Design, Graphic Design, Creative Direction, Storyboarding, Adobe Creative Suite, Production, Illustration, Typography, Mac, Video Production, Lightwave, PC, Editing, Film, Flash, Producing, Lighting, Commercials, 3D, Visual Communication, Computer Animation
Education
Massachusetts College of Art 1978 — 1982
BFA program, Graphic Design
Massachusetts College of Art and Design 1978 — 1982
BFA, Graphic Design
Michael Whorton's Shurwest Financial Group Experience May 2014 - Present
Job Senior Sales Executive | RIA Specialist at Shurwest
Industry Financial Services
Experience
Shurwest Financial Group May 2014 - Present
Buckle October 2002 - February 2014
Skills
Sales, Management, Leadership, Profit, Driving Results, Recruiting, Leadership Management, Leadership Development, Strategy, Business Development, Employee Training, Consulting, Time Management, Production Development, Strategist, Fixed Annuities, Indexed Annuities, Financial Services, New Business Development, Strategic Consulting
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Business Administration and Management, General
Johnson County Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Shurwest Financial Group May 2014 - Present
Buckle October 2002 - February 2014
Skills
Sales, Management, Leadership, Profit, Driving Results, Recruiting, Leadership Management, Leadership Development, Strategy, Business Development, Employee Training, Consulting, Time Management, Production Development, Strategist, Fixed Annuities, Indexed Annuities, Financial Services, New Business Development, Strategic Consulting
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Business Administration and Management, General
Johnson County Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Kyle Pesch Kyle Pesch's Shurwest Financial Group Experience July 2010 - Present
Job National Sales Director at Shurwest Financial Group
Industry Marketing and Advertising
Experience
Shurwest Financial Group July 2010 - Present
Successful Impressions LLC August 2009 - January 2010
Skills
Retirement Income..., Retirement Planning, Fixed Index Annuities, Fixed Income, Fixed Income Products, Wealth Accumulation, Insurance, Personal Finance, Financial Services, Senior Finance, Wealth Preservation..., Strategic Financial..., Income for Life, Retirement Savings, Indexed Annuities, Retirement, 401k, Financial Advisory, Variable Annuities, Life Insurance, Customer Service, Long-term Care, Fixed Annuities, Finance, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
B.S., Marketing
Shurwest Financial Group July 2010 - Present
Successful Impressions LLC August 2009 - January 2010
Skills
Retirement Income..., Retirement Planning, Fixed Index Annuities, Fixed Income, Fixed Income Products, Wealth Accumulation, Insurance, Personal Finance, Financial Services, Senior Finance, Wealth Preservation..., Strategic Financial..., Income for Life, Retirement Savings, Indexed Annuities, Retirement, 401k, Financial Advisory, Variable Annuities, Life Insurance, Customer Service, Long-term Care, Fixed Annuities, Finance, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
B.S., Marketing
Danielle Arlington Danielle Arlington's Shurwest Financial Group Experience August 2009 - December 2012
Job Nursing school and certified yoga instructor
Industry Health, Wellness and Fitness
Experience
The Annexus Group January 2013 - Present
Shurwest Financial Group August 2009 - December 2012
Pine Canyon Golf Club January 2007 - January 2008
Pine Canyon Golf Club March 2005 - January 2007
Skills
Email Marketing, Marketing, Social Media Marketing, Fixed Annuities, Insurance, Life Insurance, Strategic Planning, 401k, Brand Development, Long-term Care, Relationship Management, Financial Planners, Retirement, Lead Generation, Cold Calling, Wealth Management, Strategic Financial..., Employee Benefits, Retirement Planning, Sales, Financial Planning, Customer Service, Leadership
Education
Northern Arizona University 2014 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
Northern Arizona University 2004 — 2008
Business Administrative, Marketing
Cactus Shadows
The Annexus Group January 2013 - Present
Shurwest Financial Group August 2009 - December 2012
Pine Canyon Golf Club January 2007 - January 2008
Pine Canyon Golf Club March 2005 - January 2007
Skills
Email Marketing, Marketing, Social Media Marketing, Fixed Annuities, Insurance, Life Insurance, Strategic Planning, 401k, Brand Development, Long-term Care, Relationship Management, Financial Planners, Retirement, Lead Generation, Cold Calling, Wealth Management, Strategic Financial..., Employee Benefits, Retirement Planning, Sales, Financial Planning, Customer Service, Leadership
Education
Northern Arizona University 2014 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
Northern Arizona University 2004 — 2008
Business Administrative, Marketing
Cactus Shadows
Jordan D. McGrath Jordan D. McGrath's Shurwest Financial Group Experience April 2010 - Present
Job Senior Wholesaler, Retirement Income Planner, Index Annuity Expert, IRA & 401K Rollover Specialist, Safe Money Advisor
Industry Financial Services
Experience
Shurwest Financial Group April 2010 - Present
RBC Insurance October 2007 - March 2010
Skills
Retirement Planning, Retirement Income..., Retirement Solutions, Fixed Income, Fixed Income Products, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Fixed Annuities, Financial Planning, Financial Management, Insurance, Senior Insurance..., Insurance Planning, Annuities, Wholesale Sales, Financial Services, Personal Finance, Index Annuities, Fixed Index Annuities, Equity Index Annuities, Financial Coaching, Product Knowledge, Social Media Marketing, Brand Development, Brand Awareness, Personal Branding, Video Marketing, Bond Alternatives, CD Alternatives, Advanced Case Design, IRA Rollovers, 401k Rollovers, Safe Money, Principal Guarantee, Senior Insurance..., Lifetime Income, The Annexus Group, Shurwest Financial Group, Life Insurance, Balanced Allocation..., Income Riders, Death Benefit Riders, IRA's, Roth IRA, Legacy Transfer, Finance, Marketing Consultant, Internal Wholesaler, Estate Planning
Education
Missouri State University 2002 — 2007
Bachelor of Science, Finance & Insurance
Shurwest Financial Group April 2010 - Present
RBC Insurance October 2007 - March 2010
Skills
Retirement Planning, Retirement Income..., Retirement Solutions, Fixed Income, Fixed Income Products, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Fixed Annuities, Financial Planning, Financial Management, Insurance, Senior Insurance..., Insurance Planning, Annuities, Wholesale Sales, Financial Services, Personal Finance, Index Annuities, Fixed Index Annuities, Equity Index Annuities, Financial Coaching, Product Knowledge, Social Media Marketing, Brand Development, Brand Awareness, Personal Branding, Video Marketing, Bond Alternatives, CD Alternatives, Advanced Case Design, IRA Rollovers, 401k Rollovers, Safe Money, Principal Guarantee, Senior Insurance..., Lifetime Income, The Annexus Group, Shurwest Financial Group, Life Insurance, Balanced Allocation..., Income Riders, Death Benefit Riders, IRA's, Roth IRA, Legacy Transfer, Finance, Marketing Consultant, Internal Wholesaler, Estate Planning
Education
Missouri State University 2002 — 2007
Bachelor of Science, Finance & Insurance
Logan Varela Logan Varela's Shurwest Financial Group Experience March 2012 - Present
Job Senior Wholesaler at Shurwest Financial Group
Industry Insurance
Experience
Shurwest Financial Group March 2012 - Present
Insurance Recruiting Specialists May 2011 - March 2012
Skills
Annuities, Insurance, Financial Planning, Retirement Planning, Retirement Income..., Fixed Annuities, Retirement Plan..., Retirement Solutions, Indexed Annuities, Variable Annuities, Senior Finance, Senior Insurance..., IRAs, Roth IRA, 401k, 403 b, Wealth Management, Intergenerational..., Wealth Preservation..., Legacy Transfer, Income Riders, Wholesale Annuities, Bond Alternatives, Principle Guarantee, Financial Risk..., Qualified Retirement..., Qualified Money..., RMDS, Personal Finance, Pensions, Brand Developement, Equity Indexed Annuities, The Annexus Group, Ballance Allocation..., Safe Money, Senior Insurance..., Shurwest Financial Group, Wealth Preservation, Video Marketing
Education
Arizona State University, W. P. Carey School of Business
BS, Business
Shurwest Financial Group March 2012 - Present
Insurance Recruiting Specialists May 2011 - March 2012
Skills
Annuities, Insurance, Financial Planning, Retirement Planning, Retirement Income..., Fixed Annuities, Retirement Plan..., Retirement Solutions, Indexed Annuities, Variable Annuities, Senior Finance, Senior Insurance..., IRAs, Roth IRA, 401k, 403 b, Wealth Management, Intergenerational..., Wealth Preservation..., Legacy Transfer, Income Riders, Wholesale Annuities, Bond Alternatives, Principle Guarantee, Financial Risk..., Qualified Retirement..., Qualified Money..., RMDS, Personal Finance, Pensions, Brand Developement, Equity Indexed Annuities, The Annexus Group, Ballance Allocation..., Safe Money, Senior Insurance..., Shurwest Financial Group, Wealth Preservation, Video Marketing
Education
Arizona State University, W. P. Carey School of Business
BS, Business
Anthony (Tony) Avalos's Shurwest Financial Group Experience August 2015 - Present
Job Financial Controller at Shurwest Financial Group
Industry Financial Services
Experience
Shurwest Financial Group August 2015 - Present
Meritus AZ October 2013 - August 2015
Nexus Financial Services, LLC June 2012 - October 2013
Siralistairrai.com, LLC December 2009 - June 2012
Synergy Business & Financial Advisors, LLC January 2002 - November 2009
PCS Health Systems (now CVS/Caremark) June 1994 - November 2001
The Dial Corporation (now Henkel) July 1990 - June 1994
Skills
Contract Negotiation, New Business Development, Product Development, Managed Care, Commercial Finance, General Ledger..., Corporate Cash..., Tax, International Business..., Investment & Insurance..., Business Process..., Account Management, Finance, Cash Management
Education
Arizona State University
B.S. - cum laude, Accounting - Minor in MIS
Arizona State University
Product Marketing Overview & Strategies
Harvard Business School
Product Development & Management
Shurwest Financial Group August 2015 - Present
Meritus AZ October 2013 - August 2015
Nexus Financial Services, LLC June 2012 - October 2013
Siralistairrai.com, LLC December 2009 - June 2012
Synergy Business & Financial Advisors, LLC January 2002 - November 2009
PCS Health Systems (now CVS/Caremark) June 1994 - November 2001
The Dial Corporation (now Henkel) July 1990 - June 1994
Skills
Contract Negotiation, New Business Development, Product Development, Managed Care, Commercial Finance, General Ledger..., Corporate Cash..., Tax, International Business..., Investment & Insurance..., Business Process..., Account Management, Finance, Cash Management
Education
Arizona State University
B.S. - cum laude, Accounting - Minor in MIS
Arizona State University
Product Marketing Overview & Strategies
Harvard Business School
Product Development & Management
Katie Sundt, SPHR's Shurwest Financial Group Experience August 2011 - Present
Job HR Director at The Annexus Group and Shurwest Financial Group
Industry Financial Services
Experience
The Annexus Group August 2011 - Present
Shurwest Financial Group August 2011 - Present
SWCA Environmental Consultants September 2006 - February 2009
Intellecare January 2003 - July 2006
Albertsons April 2000 - September 2002
Buyitnow.com January 1999 - April 2000
Skills
Employee Relations, Employee Benefits, Employee Engagement, Employee Management, Employee Handbooks, Employment Contracts, Employee Training, I-9 Compliance, Employment Law..., E-Verify, Recruiting, Benefits Administration, Corporate Communications, Corporate Development, Organizational..., Strategic Planning, Performance Management, Performance Improvement, Development Of Employees, Staff Development, Coaching Staff, Mentoring Of Staff, New Hire Orientations, Terminations, HR Policies, HRIS, HR Consulting, Strategic HR, Human Resources, 401k, Safety, Generalist Duties, Employee Recognition, Employee Surveys, Succession Planning, SPHR, Leadership, Onboarding
Education
The University of Texas at Austin
BA, Psychology
The Annexus Group August 2011 - Present
Shurwest Financial Group August 2011 - Present
SWCA Environmental Consultants September 2006 - February 2009
Intellecare January 2003 - July 2006
Albertsons April 2000 - September 2002
Buyitnow.com January 1999 - April 2000
Skills
Employee Relations, Employee Benefits, Employee Engagement, Employee Management, Employee Handbooks, Employment Contracts, Employee Training, I-9 Compliance, Employment Law..., E-Verify, Recruiting, Benefits Administration, Corporate Communications, Corporate Development, Organizational..., Strategic Planning, Performance Management, Performance Improvement, Development Of Employees, Staff Development, Coaching Staff, Mentoring Of Staff, New Hire Orientations, Terminations, HR Policies, HRIS, HR Consulting, Strategic HR, Human Resources, 401k, Safety, Generalist Duties, Employee Recognition, Employee Surveys, Succession Planning, SPHR, Leadership, Onboarding
Education
The University of Texas at Austin
BA, Psychology
Patrick Hooker's Shurwest Financial Group Experience September 2010 - June 2011
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Pamela Haulk-Hughes's Shurwest Financial Group Experience 2007 - Present
Job owner/agent at Strategic Retirement & Insurance Planning
Industry Insurance
Experience
Strategic Retirement & Insurance Planning 2010 - Present
Independant insurance agent March 2007 - Present
GamePlan Financial Marketing, LLC. March 2007 - Present
Shurwest Financial Group 2007 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Health Insurance, Healthcare, Long-term Care, IRAs, Legal Consulting, Financial Planners, Long Term Care Insurance, Elder Care, Whole Life, Veteran Advocate, Elder Care Advocate, 401k, Retirement Planning, Insurance, Financial Planning
Education
St. Vincent's Hospital School of Nursing 1973 — 1976
Nursing, Nursing
University of Alabama at Birmingham
Strategic Retirement & Insurance Planning 2010 - Present
Independant insurance agent March 2007 - Present
GamePlan Financial Marketing, LLC. March 2007 - Present
Shurwest Financial Group 2007 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Health Insurance, Healthcare, Long-term Care, IRAs, Legal Consulting, Financial Planners, Long Term Care Insurance, Elder Care, Whole Life, Veteran Advocate, Elder Care Advocate, 401k, Retirement Planning, Insurance, Financial Planning
Education
St. Vincent's Hospital School of Nursing 1973 — 1976
Nursing, Nursing
University of Alabama at Birmingham
Jeremy Valerious's Shurwest Financial Group Experience 2010 - 2011
Job Account Executive at Yelp
Industry Financial Services
Experience
Yelp November 2013 - Present
Bell & Associates 2013 - 2013
PPA Marketing October 2011 - December 2012
Shurwest Financial Group 2010 - 2011
Shurwest Financial Group 2004 - 2010
Skills
Fixed Annuities, Insurance, Marketing, Strategic Planning, New Business Development, Sales, Cold Calling, Relationship Management, Social Media Marketing, Direct Marketing, Marketing Strategy, Lead Generation, Email Marketing, Sales Presentations, Account Management, Qualifying Prospects, Marketing Communications, Competitive Analysis, Customer Retention, Retirement Planning, Training, Selling, Budgets, Variable Annuities, Retirement, 401k, IRAs, Manages Expectations, Blocking, Tackling, Organizational..., Relationship Marketing, Return on Investing, Strategic Forecasting, Social Media, 360 Media, Staff Development, Leadership Development, Sales Forecasting, Key Account Management, Process Improvement, Creative Marketing, B2B, Life Insurance, Leadership, Financial Services, Management, Facebook, SEO, Business Development
Education
Homewood-Flossmoor
Iowa State University
Bachelor of Arts (BA), Marketing
Yelp November 2013 - Present
Bell & Associates 2013 - 2013
PPA Marketing October 2011 - December 2012
Shurwest Financial Group 2010 - 2011
Shurwest Financial Group 2004 - 2010
Skills
Fixed Annuities, Insurance, Marketing, Strategic Planning, New Business Development, Sales, Cold Calling, Relationship Management, Social Media Marketing, Direct Marketing, Marketing Strategy, Lead Generation, Email Marketing, Sales Presentations, Account Management, Qualifying Prospects, Marketing Communications, Competitive Analysis, Customer Retention, Retirement Planning, Training, Selling, Budgets, Variable Annuities, Retirement, 401k, IRAs, Manages Expectations, Blocking, Tackling, Organizational..., Relationship Marketing, Return on Investing, Strategic Forecasting, Social Media, 360 Media, Staff Development, Leadership Development, Sales Forecasting, Key Account Management, Process Improvement, Creative Marketing, B2B, Life Insurance, Leadership, Financial Services, Management, Facebook, SEO, Business Development
Education
Homewood-Flossmoor
Iowa State University
Bachelor of Arts (BA), Marketing
Scott Newel's Shurwest Financial Group Experience 2010 - 2011
Job General Sales Manager at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha May 2014 - Present
Greater Iowa Retirement Services August 2010 - May 2014
Shurwest Financial Group 2010 - 2011
Bankers Life and Casualty October 2007 - October 2009
Skills
Insurance, Fixed Annuities, Life Insurance, IRAs, Retirement Planning, Health Insurance, Long-term Care, Roth IRA
Education
Iowa State University - College of Business 1999 — 2002
BS, Management
Mutual of Omaha May 2014 - Present
Greater Iowa Retirement Services August 2010 - May 2014
Shurwest Financial Group 2010 - 2011
Bankers Life and Casualty October 2007 - October 2009
Skills
Insurance, Fixed Annuities, Life Insurance, IRAs, Retirement Planning, Health Insurance, Long-term Care, Roth IRA
Education
Iowa State University - College of Business 1999 — 2002
BS, Management
Noell Mercer's Shurwest Financial Group Experience 2004 - 2006
Job Senior Underwriting Case Manager at The Hebets Company
Industry Insurance
Experience
The Hebets Company July 2013 - Present
Brokers Alliance, Inc. 2010 - 2012
Pacific Southwest Financial 2007 - 2010
Shurwest Financial Group 2004 - 2006
Banner Good Samaritan Medical Center 1999 - 2003
University of Arizona College of Medicine - Phoenix 1997 - 1999
Skills
Insurance, Underwriting, Training, Business Analysis, Management, Sales, Healthcare, Risk Management, General Insurance, Account Management, Vendor Management, Project Management, Medical Review, Quality Management, Risk Analysis, Healthcare Management, Medical Terminology, Medical Education, Team Management, Time Management
Education
Maricopa Community Colleges
Associate's Degree, Legal Assistant/Paralegal
Maricopa Community Colleges
Associate's Degree, Nursing Science
University of Arizona
Nursing Science
The Hebets Company July 2013 - Present
Brokers Alliance, Inc. 2010 - 2012
Pacific Southwest Financial 2007 - 2010
Shurwest Financial Group 2004 - 2006
Banner Good Samaritan Medical Center 1999 - 2003
University of Arizona College of Medicine - Phoenix 1997 - 1999
Skills
Insurance, Underwriting, Training, Business Analysis, Management, Sales, Healthcare, Risk Management, General Insurance, Account Management, Vendor Management, Project Management, Medical Review, Quality Management, Risk Analysis, Healthcare Management, Medical Terminology, Medical Education, Team Management, Time Management
Education
Maricopa Community Colleges
Associate's Degree, Legal Assistant/Paralegal
Maricopa Community Colleges
Associate's Degree, Nursing Science
University of Arizona
Nursing Science
Jeanine Browning's Shurwest Financial Group Experience July 2008 - October 2010
Job Graphic Designer at The ACT Group, Inc.
Industry Professional Training & Coaching
Experience
ACT Group, Inc. 2012 - Present
Schmooze 2010 - Present
Collins College 2001 - Present
Crown Advisory, llc October 2011 - April 2012
Shurwest Financial Group July 2008 - October 2010
Skills
Web Design, Photoshop, Illustrator, Email Marketing, Social Media Marketing, Facebook, Twitter, Foursquare, Pinterest, Social Media, Graphic Design, Social Networking, Blogging, Graphics, Illustration, Teaching, InDesign, Adobe Creative Suite, Painting, Multimedia, Digital Illustration, Marketing, Logo Design, Dreamweaver, Mac, Public Speaking, Online Advertising, Photography, Creative Writing, Advertising, Event Planning
Education
Arizona State University 2006 — 2008
BA, Fine Art
ACT Group, Inc. 2012 - Present
Schmooze 2010 - Present
Collins College 2001 - Present
Crown Advisory, llc October 2011 - April 2012
Shurwest Financial Group July 2008 - October 2010
Skills
Web Design, Photoshop, Illustrator, Email Marketing, Social Media Marketing, Facebook, Twitter, Foursquare, Pinterest, Social Media, Graphic Design, Social Networking, Blogging, Graphics, Illustration, Teaching, InDesign, Adobe Creative Suite, Painting, Multimedia, Digital Illustration, Marketing, Logo Design, Dreamweaver, Mac, Public Speaking, Online Advertising, Photography, Creative Writing, Advertising, Event Planning
Education
Arizona State University 2006 — 2008
BA, Fine Art
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY