Simply Financial
Industry: Consumer banking company
DescriptionSimplii Financial is the direct banking brand of the Canadian Imperial Bank of Commerce. It was founded in 2017 following CIBC and the supermarket chain Loblaw Companies mutually deciding to end their 20-year joint venture of providing consumer banking services under the President's Choice Financial brand. Parent organization: Canadian Imperial Bank of Commerce Headquarters: Toronto, Canada Founded: November 1, 2017
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Simply Financial Employees
Simply Financial September 2005 - Present
Skills
Insurance, Sales, Marketing, New Business Development
Education
Sonoma State University
Master of Business Administration (MBA), Marketing, Finance
University of California, Berkeley
Bachelor's degree, History, Political Science
Excellent Insurance and Financial Services, Inc. 2012 - Present
Business Merchant Servcies 2012 - Present
BlueSteelAlarm March 2012 - Present
Simply Financial December 2010 - Present
MetLife Financial Services November 2007 - December 2010
Geneva Financial LLC June 2003 - September 2010
Skills
Insurance, Fixed Annuities
Education
Arizona State University 1997 — 2001
BS, Economics with minor in Business
Laguna
Vanguard August 2015 - Present
American Express September 2014 - January 2015
Prima Civitas Foundation January 2013 - August 2013
Maricopa County Attorney's Office May 2012 - July 2012
Lewis and Roca LLP November 2010 - August 2011
Dr. Brunner and Associates September 2009 - July 2010
Simply Financial May 2007 - January 2009
University Medical Center 2003 - 2004
Skills
Legal Research, Legal Writing, Criminal Law, Trademarks, Sales, Alternative Dispute..., Mediation, Contract Law, Contract Negotiation, LexisNexis, Marketing, Negotiation, Nonprofits, Westlaw, Advanced Legal Research, Bloomberg Law, Civil Procedure, Copyright Law, Insurance, Intellectual Property, IP Licensing Agreements, Legal Memorandum Writing, LexisNexis Advance, Life & Health Insurance..., LLC, Motions, Premises Liability..., Product Liability, Property Law, Prosecution, Psychology, Statutory Interpretation, Trade Secrets, Torts, WestlawNext, Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, Suspicious Activity...
Education
Michigan State University College of Law 2011 — 2014
Juris Doctor, Law
University of Arizona, Eller College of Management 2006 — 2010
B.S., Public Administration
Catalina Foothills High School 2002 — 2006
High School Diploma
VTI Security August 2015 - Present
Cambium Data Inc. January 2015 - July 2015
LRS Healthcare January 2013 - January 2015
LifeGate Church January 2011 - October 2012
Big Buzz Productions September 2008 - October 2012
Peak Advisor Alliance 2007 - 2009
Thrivent Financial for Lutherans January 2006 - February 2007
Simply Financial June 1998 - February 2006
Skills
Leadership, Sales, Training, Marketing Strategy, Start-ups, Account Management, Public Speaking, Coaching, Team Building, Customer Service, Business Planning, Sales Process, Sales Management, Marketing, Business Strategy, Strategic Partnerships, New Business Development, Building Relationships, Leadership Development, Social Media Marketing, Motivational Speaking, Advertising, Teaching, Cold Calling, Healthcare, Online Advertising, SEO, Sales Operations, Recruiting, Human Resources, Executive Coaching, Business Coaching, Healthcare Consulting, Compliance, Staff Management, Staffing Services, Management, Strategic Planning, Business Development, Consulting, Entrepreneurship
Education
Midland University 1994 — 1999
BA, Education, Coaching, Psychology
Sgt Bluff Luton
Investors Capital Corporation, a full service independent Broker/Dealer April 2011 - Present
Integral Financial Services Inc. 2001 - Present
Independent Planners Group January 2014 - Present
Simply Financial 2006 - 2013
Transamerica Financial Advisors 2003 - 2011
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Financial Advisory, Series 7, Investment Advisory, Strategic Financial..., Risk Management, Financial Analysis, Securities, Retirement, Investments, Series 63, Mutual Funds, Valuation, FINRA, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments
Education
IPADE 1991 — 1992
D-1, Direccion de Empresa
The University of Texas at El Paso 1979 — 1981
BBA, Economics & Finance
GlobalTranz July 2012 - Present
Advantage Transport Inc. April 2008 - August 2011
Art Institute May 2007 - February 2008
Universal Technical Institute March 2006 - May 2007
Arizona Radiation Regulatory Agency October 2005 - March 2006
Simply Financial April 2004 - September 2005
The Tungland Corporation February 2003 - October 2003
Skills
Trucking, LTL, Freight, Transportation..., Truckload, Logistics, Shipping, 3PL, Contract Negotiation, Logistics Management, Freight Forwarding, Air Freight, Negotiation, Operations Management, Supply Chain Management, Customer Service, Warehousing, Supply Chain, Container
Education
Arizona State University West 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
Gateway Community College 2002 — 2005
Associate of Science (A.S.), Microsoft Networking
Meritus Health Partners - Startup Co-op Health Insurance Carrier September 2013 - Present
Brokerage Professionals Inc. October 2008 - September 2013
DeWitt & Company May 2007 - September 2013
Acoma Insurance Profesionals October 2005 - May 2007
Simply Financial April 2003 - October 2005
Skills
Health Insurance, Life Insurance, Employee Benefits, Marketing, Customer Service, Strategic Planning, Marketing Strategy, Insurance, Advertising, Brokers, Sales, Small Business, Term Life Insurance, Disability Insurance, Team Building, Leadership, business startups, Training, Copywriting, Radio Advertising, Universal Life, Long Term Care Insurance, Creating Systems, Business Networking, Start-ups
Education
Northern Arizona University 1986 — 1990
Bachelor of Science (BS), Dual Major in Marketing and Advertising
West Anchorage High School 1982 — 1986
Highschool diploma
Saratoga Capital Management, LLC June 2014 - Present
Toshiba Business Solutions June 2013 - February 2014
Incentives Fundraising January 2010 - May 2013
Simply Financial January 2005 - June 2009
MetLife Financial Services July 2004 - July 2005
Skills
Coaching, Fundraising, Public Speaking, Strategic Planning, Insurance, Small Business, Customer Service, Event Planning, Employee Benefits, New Business Development, Marketing, Philanthropy, PowerPoint, Account Management, Leadership, Marketing Strategy, Microsoft Excel, Social Media Marketing, Sales, Outlook, Non-profits, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Sales Management, Social Networking
Education
Southern New Hampshire University 2002 — 2004
BA, Business Admin-Management
Rivier College 2000 — 2002
Business, Administration
Insurance Designers August 2013 - Present
CBG Life Solutions 2010 - 2013
Simply Financial January 1990 - January 2010
Skills
Insurance, Term Life Insurance, Underwriting, Fixed Annuities, Property & Casualty..., Long Term Care Insurance, Commercial Insurance, Life Insurance, 401k, Estate Planning, Risk Management, Retirement, Retirement Planning, Benefits Administration
Education
Bethany College 1986 — 1989
Bachelor's Degree, Economics and Accounting
Simply Financial November 1997 - Present
Transamerica Life Insurance Company 1997 - Present
Transamerica Life Insurance Company January 1988 - November 1997
Skills
Insurance, Customer Service, Sales, Investments, Universal Life, Property & Casualty..., Small Business, Estate Planning, Retirement Planning, Coaching, Retirement, Wealth Management, Marketing, Commercial Insurance, Account Management
Education
Eastern Washington University 1978 — 1979
MS, Applies Psychology