Simply Financial

Industry: Consumer banking company

Description

Simplii 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

Simply Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Simply Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Simply Financial Employees

Employee
Years
Job
Industry
Donna Becker, CFP (R) Donna Becker, CFP (R) Richmond, Virginia Area Details
Donna Becker, CFP (R)'s Simply Financial Experience September 2005 - Present
Job Owner, Becker & Associates LLC
Industry Insurance
Experience
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

Vincent Piraneo Vincent Piraneo Phoenix, Arizona Area Details
Vincent Piraneo's Simply Financial Experience December 2010 - Present
Job Excellent Insurance and Financial Services, Inc
Industry Insurance
Experience
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

Sean Rannow Sean Rannow Scottsdale, Arizona Details
Sean Rannow's Simply Financial Experience May 2007 - January 2009
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
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

Gary Weikel Gary Weikel Greater Omaha Area Details
Gary Weikel's Simply Financial Experience June 1998 - February 2006
Job Senior Account Manager at VTI Security
Industry Hospital & Health Care
Experience
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

Carlos Sisniega-Enriquez Carlos Sisniega-Enriquez El Paso, Texas Area Details
Carlos Sisniega-Enriquez's Simply Financial Experience 2006 - 2013
Job Registered Representative Investors Capital Corporation
Industry Financial Services
Experience
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

Tela Turner Tela Turner Phoenix, Arizona Details
Tela Turner's Simply Financial Experience April 2004 - September 2005
Job Carrier Compliance Rep at GlobalTranz
Industry Transportation/Trucking/Railroad
Experience
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

Kristi DeWitt-Quintero Kristi DeWitt-Quintero Phoenix, Arizona Details
Kristi DeWitt-Quintero's Simply Financial Experience April 2003 - October 2005
Job Account Executive, Individual & Family Plans, at Meritus
Industry Insurance
Experience
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

Ron Demers Ron Demers Phoenix, Arizona Area Details
Ron Demers's Simply Financial Experience January 2005 - June 2009
Job Managing DirectorWestern Division at Saratoga Capital Management, LLC
Industry Investment Management
Experience
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

Stuart Daniels Stuart Daniels Phoenix, Arizona Area Details
Stuart Daniels's Simply Financial Experience January 1990 - January 2010
Job Regional Insurance Specialist at Insurance Designers
Industry Insurance
Experience
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

Marjorie Holman Marjorie Holman Phoenix, Arizona Area Details
Marjorie Holman's Simply Financial Experience November 1997 - Present
Job Owner, Simply Financial
Industry Insurance
Experience
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

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