Society of Financial Service Professionals
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Society of Financial Service Professionals Employees
Employee
Years
Job
Industry
Ben Baldwin III Ben Baldwin III's Society of Financial Service Professionals Experience 1989 - Present
Job President at Responsive Financial Group, Inc.
Industry Investment Management
Experience
Responsive Financial Group, Inc. April 2003 - Present
TIAA-CREF Life Insurance Co 2006 - Present
FPA IL 1992 - Present
Financial Planning Association 1992 - Present
Society of Financial Service Professionals 1989 - Present
Junxure 2003 - 2014
Barrington Motors RV 2004 - 2011
NAIFA 1989 - 2010
Responsive Financial Group, Inc. 2003 - 2009
CCH - Financial & Estate Planning Advisory Board 2000 - 2009
Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7
Education
The American College 1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services
College for Financial Planning 1989 — 1992
CFP®, Financial Planning
Hobart and William Smith Colleges 1978 — 1982
BA, American Studies & History
John Hersey High School 1974 — 1978
Responsive Financial Group, Inc. April 2003 - Present
TIAA-CREF Life Insurance Co 2006 - Present
FPA IL 1992 - Present
Financial Planning Association 1992 - Present
Society of Financial Service Professionals 1989 - Present
Junxure 2003 - 2014
Barrington Motors RV 2004 - 2011
NAIFA 1989 - 2010
Responsive Financial Group, Inc. 2003 - 2009
CCH - Financial & Estate Planning Advisory Board 2000 - 2009
Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7
Education
The American College 1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services
College for Financial Planning 1989 — 1992
CFP®, Financial Planning
Hobart and William Smith Colleges 1978 — 1982
BA, American Studies & History
John Hersey High School 1974 — 1978
Michele Beauchine Collins, JD Michele Beauchine Collins, JD's Society of Financial Service Professionals Experience July 2015 - Present
Job Associate Advanced Markets Advisor at MetLife
Industry Insurance
Experience
Society of Financial Service Professionals July 2015 - Present
MetLife January 2008 - Present
MetLife July 2007 - January 2008
MetLife January 2006 - July 2007
Tsoi/Kobus & Associates 2000 - 2005
Education
Suffolk University Law School 2001 — 2005
JD
Skaneateles
State University of New York College at Geneseo
BA
Syracuse University
Certificate
Society of Financial Service Professionals July 2015 - Present
MetLife January 2008 - Present
MetLife July 2007 - January 2008
MetLife January 2006 - July 2007
Tsoi/Kobus & Associates 2000 - 2005
Education
Suffolk University Law School 2001 — 2005
JD
Skaneateles
State University of New York College at Geneseo
BA
Syracuse University
Certificate
Jenna Sinclair Jenna Sinclair's Society of Financial Service Professionals Experience July 2014 - Present
Job Chapter Executive at Society of Financial Service Professionals
Industry Financial Services
Experience
Society of Financial Service Professionals July 2014 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Society of Financial Service Professionals July 2014 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Jim Christian CLU, ChFC Jim Christian CLU, ChFC's Society of Financial Service Professionals Experience 1988 - Present
Job Financial planningInvestmentsNavigating RetirementInsuranceWise CounselSound AdviceIntegrityTrustTransparency
Industry Financial Services
Experience
FSC Securities Corp./Jim Christian Inc. December 1997 - Present
Lakeville Rotary 2004 - Present
Society of Financial Service Professionals 1988 - Present
AIG Advisor Group 1997 - 2014
Flex Creative Group 2012 - 2012
Thrivent (Formerly Lutheran Brotherhood) December 1987 - December 1997
Sears June 1981 - December 1987
Skills
Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Registered Investment..., Fixed Annuities, Wealth Management, Wealth, IRAs, Long Term Care Insurance, Asset Managment, Lakeville, Trust-Transparency-Integ..., Wise Counsel-Sound..., Navigating Retirement, Licensed Life Insurance..., Scuba Diver-Shipwrecks, Retirement, Investment Advisory, Insurance, Asset Management, Investments, Financial Services, Financial Advisory, Financial Planners, Securities, 401k, Long-term Care, FINRA, Disability Insurance, Personal Finance
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Individualized Studies, Speech & Economics
Normandale Community College 1981 — 1983
Associate of Arts (A.A.), General Studies
FSC Securities Corp./Jim Christian Inc. December 1997 - Present
Lakeville Rotary 2004 - Present
Society of Financial Service Professionals 1988 - Present
AIG Advisor Group 1997 - 2014
Flex Creative Group 2012 - 2012
Thrivent (Formerly Lutheran Brotherhood) December 1987 - December 1997
Sears June 1981 - December 1987
Skills
Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Registered Investment..., Fixed Annuities, Wealth Management, Wealth, IRAs, Long Term Care Insurance, Asset Managment, Lakeville, Trust-Transparency-Integ..., Wise Counsel-Sound..., Navigating Retirement, Licensed Life Insurance..., Scuba Diver-Shipwrecks, Retirement, Investment Advisory, Insurance, Asset Management, Investments, Financial Services, Financial Advisory, Financial Planners, Securities, 401k, Long-term Care, FINRA, Disability Insurance, Personal Finance
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Individualized Studies, Speech & Economics
Normandale Community College 1981 — 1983
Associate of Arts (A.A.), General Studies
Rob Rejewski Rob Rejewski's Society of Financial Service Professionals Experience May 2012 - May 2013
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Shannen Griffin Shannen Griffin's Society of Financial Service Professionals Experience 1994 - Present
Job Manager, Professional Development at Society of Financial Service Professionals
Industry Financial Services
Experience
Society of Financial Service Professionals 1994 - Present
Education
Saint Joseph's University 1989 — 1993
BS, Business Management
Society of Financial Service Professionals 1994 - Present
Education
Saint Joseph's University 1989 — 1993
BS, Business Management
Susan Farmer-Knight Susan Farmer-Knight's Society of Financial Service Professionals Experience 1989 - 2001
Job Experienced marketing communications executive
Industry Public Relations and Communications
Experience
Clayton Improvement Association November 2006 - April 2013
Girl Scouts of the USA, Thousand islands Council October 2003 - January 2006
Newsweek September 2002 - December 2004
Villanova University September 2002 - April 2003
PICPA July 2000 - April 2002
Society of Financial Service Professionals 1989 - 2001
Delaware Valley Hospital Council 1988 - 1988
Intracorp January 1987 - December 1987
Watertown Daily Times 1982 - 1986
Skills
Marketing Communications, Project Management, Event Management, Grant Writing, Grant Administration, Business Ethics, Recruiting, Human Resources, Fundraising, Customer Service, Risk Management, Fiscally Responsible, Employee Training, Supervisory Skills, Non-profit Board..., Marketing, Leadership, Grants, Strategic Planning, Copywriting, Newsletters, Nonprofits, Advertising, Corporate Branding, Media Relations, Social Media, Government Advocacy, Budgets, Research, Publications, Community Outreach, Annual Giving, Philanthropy, Press Releases, Editing, Event Planning, Public Relations, Team Building, Social Networking, Public Policy, Public Speaking, Strategic Communications, Crisis Communications, Public Affairs, Social Media Marketing, Legislative Relations, Journalism, Internal Communications, Community Development, Copy Editing
Education
St. Lawrence University 1982 — 1986
B.A, History/English, Summa cum laude, class valedictorian
St. Lawrence University 1982 — 1986
Bachelor's degree, History
Watertown High School 1979 — 1982
Regents Scholar, National Honor Society
Clayton Improvement Association November 2006 - April 2013
Girl Scouts of the USA, Thousand islands Council October 2003 - January 2006
Newsweek September 2002 - December 2004
Villanova University September 2002 - April 2003
PICPA July 2000 - April 2002
Society of Financial Service Professionals 1989 - 2001
Delaware Valley Hospital Council 1988 - 1988
Intracorp January 1987 - December 1987
Watertown Daily Times 1982 - 1986
Skills
Marketing Communications, Project Management, Event Management, Grant Writing, Grant Administration, Business Ethics, Recruiting, Human Resources, Fundraising, Customer Service, Risk Management, Fiscally Responsible, Employee Training, Supervisory Skills, Non-profit Board..., Marketing, Leadership, Grants, Strategic Planning, Copywriting, Newsletters, Nonprofits, Advertising, Corporate Branding, Media Relations, Social Media, Government Advocacy, Budgets, Research, Publications, Community Outreach, Annual Giving, Philanthropy, Press Releases, Editing, Event Planning, Public Relations, Team Building, Social Networking, Public Policy, Public Speaking, Strategic Communications, Crisis Communications, Public Affairs, Social Media Marketing, Legislative Relations, Journalism, Internal Communications, Community Development, Copy Editing
Education
St. Lawrence University 1982 — 1986
B.A, History/English, Summa cum laude, class valedictorian
St. Lawrence University 1982 — 1986
Bachelor's degree, History
Watertown High School 1979 — 1982
Regents Scholar, National Honor Society
Bret Guillaume, CFP®'s Society of Financial Service Professionals Experience 2007 - 2008
Job Mader & Shannon Wealth Management
Industry Investment Management
Experience
Mader & Shannon Wealth Management July 2004 - Present
Society of Financial Service Professionals 2007 - 2008
J.P. Morgan 2002 - 2004
CCP Global 2000 - 2002
Accenture 1998 - 2000
Skills
Asset Management, Financial Planning, Estate Planning
Education
The American College 2004 — 2006
CFP, Financial Planning
University of Missouri-Kansas City 1990 — 1995
Bachelors
Mader & Shannon Wealth Management July 2004 - Present
Society of Financial Service Professionals 2007 - 2008
J.P. Morgan 2002 - 2004
CCP Global 2000 - 2002
Accenture 1998 - 2000
Skills
Asset Management, Financial Planning, Estate Planning
Education
The American College 2004 — 2006
CFP, Financial Planning
University of Missouri-Kansas City 1990 — 1995
Bachelors
Joe Balint Joe Balint's Society of Financial Service Professionals Experience 2001 - 2004
Job Senior Sales Specialist at Impax Laboratories
Industry Pharmaceuticals
Experience
Impax Laboratories February 2013 - Present
Publicis Touchpoint Solutions, Inc. October 2011 - September 2012
PharmaCare January 2011 - October 2011
Novartis March 2006 - December 2010
Cintas March 2004 - January 2006
Society of Financial Service Professionals 2001 - 2004
Skills
Pharmaceutical Sales, Managed Care, Urology, Endocrinology, Cardiology, Pharmaceutical Industry, Diabetes, Sales Effectiveness, Account Management, Sales Operations, Pulmonology, Sales Management, Territory Management, Nephrology, Dermatology, Hospital Sales, Cold Calling, Oncology, Sales Force Development, Hematology, Pharmacy, Hospitals, Gastroenterology
Education
Susquehanna University 1992 — 1997
BA, Communications
Dunmore High School 1988 — 1992
Diploma, Academic
Impax Laboratories February 2013 - Present
Publicis Touchpoint Solutions, Inc. October 2011 - September 2012
PharmaCare January 2011 - October 2011
Novartis March 2006 - December 2010
Cintas March 2004 - January 2006
Society of Financial Service Professionals 2001 - 2004
Skills
Pharmaceutical Sales, Managed Care, Urology, Endocrinology, Cardiology, Pharmaceutical Industry, Diabetes, Sales Effectiveness, Account Management, Sales Operations, Pulmonology, Sales Management, Territory Management, Nephrology, Dermatology, Hospital Sales, Cold Calling, Oncology, Sales Force Development, Hematology, Pharmacy, Hospitals, Gastroenterology
Education
Susquehanna University 1992 — 1997
BA, Communications
Dunmore High School 1988 — 1992
Diploma, Academic
Amira Tart Amira Tart's Society of Financial Service Professionals Experience 1998 - 1999
Job Career Development Program Manager at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA) February 2015 - Present
Financial Planning Association (FPA) June 2013 - February 2015
Financial Planning Association (FPA) August 2007 - June 2013
University of Maryland 2006 - 2007
George Washington University 2002 - 2006
U.S. House of Representatives 2000 - 2001
University of Pennsylvania Health System 1998 - 2000
Society of Financial Service Professionals 1998 - 1999
Skills
Investments, Strategic Financial..., Public Speaking, Asset Managment, Retirement Planning, Public Relations, Asset Allocation, Personal Finance, 401k, Strategic Planning, Financial Advisory, Leadership, Wealth Management, Financial Planners, Retirement, Newsletters, Asset Management, Financial Planning
Education
American University 2000 — 2004
MA, Public Communications
Indiana University of Pennsylvania 1996 — 1998
BA, Journalism
Financial Planning Association (FPA) February 2015 - Present
Financial Planning Association (FPA) June 2013 - February 2015
Financial Planning Association (FPA) August 2007 - June 2013
University of Maryland 2006 - 2007
George Washington University 2002 - 2006
U.S. House of Representatives 2000 - 2001
University of Pennsylvania Health System 1998 - 2000
Society of Financial Service Professionals 1998 - 1999
Skills
Investments, Strategic Financial..., Public Speaking, Asset Managment, Retirement Planning, Public Relations, Asset Allocation, Personal Finance, 401k, Strategic Planning, Financial Advisory, Leadership, Wealth Management, Financial Planners, Retirement, Newsletters, Asset Management, Financial Planning
Education
American University 2000 — 2004
MA, Public Communications
Indiana University of Pennsylvania 1996 — 1998
BA, Journalism
Richard Weber Richard Weber's Society of Financial Service Professionals Experience 1974 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
The Ethical Edge, Inc. September 1992 - Present
Society of Financial Service Professionals 1974 - Present
Merrill Lynch Insurance Group October 1993 - December 1995
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., IRAs, Financial Services, Financial Advisory, Wealth, Estate Planning, Insurance, Due Diligence, Retirement, Financial Analysis, 401k, Tax, Employee Benefits, Financial Planners, Mutual Funds, Pensions, Universal Life, Long-term Care, Investment Advisory, Series 6, Series 7, Long Term Care Insurance, Investment Strategies, Disability Insurance, 401k Rollovers, Roth IRA, Term Life Insurance, Asset Allocation, Investment Management, Asset Management, Whole Life, Certified Financial..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Series 63, High Net Worth..., Personal Financial..., Qualified Retirement..., Variable Annuities, FINRA, Personal Finance, Estate Tax Planning, ETFs
Education
University of California, Berkeley, Haas School of Business 1968 — 1969
MBA, Finance and Insurance
The Ethical Edge, Inc. September 1992 - Present
Society of Financial Service Professionals 1974 - Present
Merrill Lynch Insurance Group October 1993 - December 1995
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., IRAs, Financial Services, Financial Advisory, Wealth, Estate Planning, Insurance, Due Diligence, Retirement, Financial Analysis, 401k, Tax, Employee Benefits, Financial Planners, Mutual Funds, Pensions, Universal Life, Long-term Care, Investment Advisory, Series 6, Series 7, Long Term Care Insurance, Investment Strategies, Disability Insurance, 401k Rollovers, Roth IRA, Term Life Insurance, Asset Allocation, Investment Management, Asset Management, Whole Life, Certified Financial..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Series 63, High Net Worth..., Personal Financial..., Qualified Retirement..., Variable Annuities, FINRA, Personal Finance, Estate Tax Planning, ETFs
Education
University of California, Berkeley, Haas School of Business 1968 — 1969
MBA, Finance and Insurance
Lisa Wetherby Lisa Wetherby's Society of Financial Service Professionals Experience February 2006 - March 2009
Job Experienced PR & MarComm Pro
Industry Public Relations and Communications
Experience
Delco Animal Welfare Group (DAWG) March 2011 - Present
Delco Marcom Professionals Network 2011 - Present
LWC March 2009 - Present
Pennsylvania Area World Service Committee - Al-Anon January 2008 - December 2011
Society of Financial Service Professionals February 2006 - March 2009
RT&E Integrated Communications July 1998 - July 2004
The Weightman Group 1986 - 1998
Weightman Advertising 1986 - 1998
Skills
Writing Skills, Organizing, Public Relations, Event Management, Non-profits, Marketing Communications, B2B, Problem Solving, Event Planning, Social Media, Media Relations, Writing, Brand Development, Strategic Communications, Publicity, Press Releases, Digital Marketing, Integrated Marketing, Crisis Communications, Promotions, Microsoft Office, Budgeting, Community Relations, Corporate Communications, Social Networking, Copy Editing, Facebook, Strategic Planning, Web Content, Editing, Social Media Marketing, Public Speaking, Internal Communications
Education
Eastern University 1982 — 1986
BA, English Writing & Lit
Delco Animal Welfare Group (DAWG) March 2011 - Present
Delco Marcom Professionals Network 2011 - Present
LWC March 2009 - Present
Pennsylvania Area World Service Committee - Al-Anon January 2008 - December 2011
Society of Financial Service Professionals February 2006 - March 2009
RT&E Integrated Communications July 1998 - July 2004
The Weightman Group 1986 - 1998
Weightman Advertising 1986 - 1998
Skills
Writing Skills, Organizing, Public Relations, Event Management, Non-profits, Marketing Communications, B2B, Problem Solving, Event Planning, Social Media, Media Relations, Writing, Brand Development, Strategic Communications, Publicity, Press Releases, Digital Marketing, Integrated Marketing, Crisis Communications, Promotions, Microsoft Office, Budgeting, Community Relations, Corporate Communications, Social Networking, Copy Editing, Facebook, Strategic Planning, Web Content, Editing, Social Media Marketing, Public Speaking, Internal Communications
Education
Eastern University 1982 — 1986
BA, English Writing & Lit
Peter Conners's Society of Financial Service Professionals Experience May 2008 - March 2011
Job Executive Director at CFA Society of Philadelphia
Industry Financial Services
Experience
CFA Society of Philadelphia June 2011 - Present
Clarifi (formerly CCCS of Delaware Valley) March 2003 - May 2015
Society of Financial Service Professionals May 2008 - March 2011
GMAC ResCap January 2006 - January 2008
GMAC ResCap January 1998 - January 2006
Wells Fargo Home Mortgage 1997 - 1998
JPMorgan Chase 1995 - 1997
PHH Mortgage 1989 - 1995
Skills
Strategic Planning, Cross-functional Team..., Account Management, Management, Leadership, Strategy, Financial Services, Business Development, Sales, Finance, Marketing, CRM, Risk Management
Education
LEADERSHIP Philadelphia 1999 — 2000
Boston College 1981 — 1985
BA, Political Science, Spanish
Archbishop Carroll 1977 — 1981
CFA Society of Philadelphia June 2011 - Present
Clarifi (formerly CCCS of Delaware Valley) March 2003 - May 2015
Society of Financial Service Professionals May 2008 - March 2011
GMAC ResCap January 2006 - January 2008
GMAC ResCap January 1998 - January 2006
Wells Fargo Home Mortgage 1997 - 1998
JPMorgan Chase 1995 - 1997
PHH Mortgage 1989 - 1995
Skills
Strategic Planning, Cross-functional Team..., Account Management, Management, Leadership, Strategy, Financial Services, Business Development, Sales, Finance, Marketing, CRM, Risk Management
Education
LEADERSHIP Philadelphia 1999 — 2000
Boston College 1981 — 1985
BA, Political Science, Spanish
Archbishop Carroll 1977 — 1981
Ted Rich, CLU's Society of Financial Service Professionals Experience 1990 - 2015
Job Managing Partner at Financial Options Incorporated
Industry Financial Services
Experience
Financial Options Incorporated May 1983 - Present
Society of Financial Service Professionals 1990 - 2015
Society of Financial Service Professionals 1990 - 2015
Sands Casino Atlantic City February 1982 - April 1983
Skills
Retirement Planning, Risk Management, Employee Benefits, Voluntary Employee..., Financial Services, Investments, Strategy, Leadership, Nonprofits, Management, Finance, Marketing, Business Strategy, Sales
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Wharton Certificate in Retirement Planning.
The American College 1985 — 1990
Chartered Life Underwriter (CLU)
University of Delaware 1977 — 1982
Bachelor of Science, Business & Communications
Atlantic City High School 1974 — 1977
High School Diploma
Financial Options Incorporated May 1983 - Present
Society of Financial Service Professionals 1990 - 2015
Society of Financial Service Professionals 1990 - 2015
Sands Casino Atlantic City February 1982 - April 1983
Skills
Retirement Planning, Risk Management, Employee Benefits, Voluntary Employee..., Financial Services, Investments, Strategy, Leadership, Nonprofits, Management, Finance, Marketing, Business Strategy, Sales
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Wharton Certificate in Retirement Planning.
The American College 1985 — 1990
Chartered Life Underwriter (CLU)
University of Delaware 1977 — 1982
Bachelor of Science, Business & Communications
Atlantic City High School 1974 — 1977
High School Diploma
Sherry Martin CLU, FLMI, AALU Sherry Martin CLU, FLMI, AALU's Society of Financial Service Professionals Experience 2005 - 2015
Job Vice President, PHS Farm Bureau Life & Mutual/General Companies of MI; COO Farm Bureau Life Insurance Company of MI
Industry Insurance
Experience
Farm Bureau Insurance 1989 - Present
Michigan Life & Health Guaranty Association MLHIGA January 2013 - Present
Society of Financial Service Professionals 2005 - 2015
ACLI 2012 - 2014
Olivet College 2006 - 2014
Education
Academy of Life Underwriting
AALU
Life Office Management Association
FMLI
The American College
Chartered Life Underwriter - CLU
Western Michigan University, American College
BBA
Farm Bureau Insurance 1989 - Present
Michigan Life & Health Guaranty Association MLHIGA January 2013 - Present
Society of Financial Service Professionals 2005 - 2015
ACLI 2012 - 2014
Olivet College 2006 - 2014
Education
Academy of Life Underwriting
AALU
Life Office Management Association
FMLI
The American College
Chartered Life Underwriter - CLU
Western Michigan University, American College
BBA
Mark J. Hanna Mark J. Hanna's Society of Financial Service Professionals Experience January 1984 - Present
Job Hanna Insurance & Financial Solutions, Inc.
Industry Insurance
Experience
Hanna Insurance & Financial Solutions, Inc. February 1996 - Present
Parkland Securities LLC January 2005 - Present
MDRT September 2013 - Present
Society of Financial Service Professionals January 1984 - Present
NAIFA-California 1979 - Present
Education
The American College 1982 — 1998
CLU, ChFC, RHU, REBC, Insurance and Finance
fi360 Global Fiduciary Insights
Accredited Investment Fiduciary
HR Certification Institute
Global Professional in Human Resources
California State University-Fullerton 1975 — 1979
BA, Communications
Hanna Insurance & Financial Solutions, Inc. February 1996 - Present
Parkland Securities LLC January 2005 - Present
MDRT September 2013 - Present
Society of Financial Service Professionals January 1984 - Present
NAIFA-California 1979 - Present
Education
The American College 1982 — 1998
CLU, ChFC, RHU, REBC, Insurance and Finance
fi360 Global Fiduciary Insights
Accredited Investment Fiduciary
HR Certification Institute
Global Professional in Human Resources
California State University-Fullerton 1975 — 1979
BA, Communications
Courtney Miesch Courtney Miesch's Society of Financial Service Professionals Experience August 2010 - May 2011
Job Manager in Training at Sam's Club
Industry Marketing and Advertising
Experience
Sam's Club June 2011 - Present
Society of Financial Service Professionals August 2010 - May 2011
United Way of Cumberland County May 2010 - August 2010
Texas Roadhouse April 2007 - May 2008
Education
Fayetteville State University 2008 — 2011
Fayetteville State University
2011 Bachelor of Science Degree, Business Administration; Marketing
Sam's Club June 2011 - Present
Society of Financial Service Professionals August 2010 - May 2011
United Way of Cumberland County May 2010 - August 2010
Texas Roadhouse April 2007 - May 2008
Education
Fayetteville State University 2008 — 2011
Fayetteville State University
2011 Bachelor of Science Degree, Business Administration; Marketing
Ruth Petty, MSFS, ChFC, CASL Ruth Petty, MSFS, ChFC, CASL's Society of Financial Service Professionals Experience 1985 - 2013
Job Financial Advisor with Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2007 - Present
Society of Financial Service Professionals 1985 - 2013
HRMAG 2010 - 2012
Womens Bar Association 2001 - 2012
DHP Holding Co. June 2003 - December 2010
Baystate Financial, LLC May 2001 - July 2007
AXA/Equitable January 1982 - May 2001
Life Underwriter Training Council January 1985 - June 1995
Jefferson Pilot, Lincoln Financial January 1990 - January 1993
California Community College January 1978 - January 1980
Education
The American College 1985 — 2001
M.S, Management
The American College 1997 — 2000
M.S., Financial Services
California State University 1974 — 1978
M.A, Sociology
Wheaton College 1965 — 1969
B.A., Sociology
Grimsley Senior High School
Centinel Financial Group, LLC July 2007 - Present
Society of Financial Service Professionals 1985 - 2013
HRMAG 2010 - 2012
Womens Bar Association 2001 - 2012
DHP Holding Co. June 2003 - December 2010
Baystate Financial, LLC May 2001 - July 2007
AXA/Equitable January 1982 - May 2001
Life Underwriter Training Council January 1985 - June 1995
Jefferson Pilot, Lincoln Financial January 1990 - January 1993
California Community College January 1978 - January 1980
Education
The American College 1985 — 2001
M.S, Management
The American College 1997 — 2000
M.S., Financial Services
California State University 1974 — 1978
M.A, Sociology
Wheaton College 1965 — 1969
B.A., Sociology
Grimsley Senior High School
Michael Fellmeth, ChFC, CLU Michael Fellmeth, ChFC, CLU's Society of Financial Service Professionals Experience 1985 - 2011
Job Financial Planner at AXA Advisors, LLC
Industry Financial Services
Experience
North Penn Volunteer Fire Company January 2001 - Present
Axa Advisors, LLC December 1985 - Present
Southern NJ Regional Early Intervention Collaborative 1994 - 2011
Society of Financial Service Professionals 1985 - 2011
YMCA Camp Tockwogh 2006 - 2009
The MONY Group December 1985 - July 2004
Ocean City Beach Patrol 1974 - 1978
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Business Succession..., Life Insurance..., Mutual Fund Strategies, Long Term Care..., Money Management..., Qualified Retirement..., College Funding...
Education
Edinboro University of Pennsylvania 1974 — 1978
BA, Political Science
The American College
ChFC, CLU
North Penn Volunteer Fire Company January 2001 - Present
Axa Advisors, LLC December 1985 - Present
Southern NJ Regional Early Intervention Collaborative 1994 - 2011
Society of Financial Service Professionals 1985 - 2011
YMCA Camp Tockwogh 2006 - 2009
The MONY Group December 1985 - July 2004
Ocean City Beach Patrol 1974 - 1978
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Business Succession..., Life Insurance..., Mutual Fund Strategies, Long Term Care..., Money Management..., Qualified Retirement..., College Funding...
Education
Edinboro University of Pennsylvania 1974 — 1978
BA, Political Science
The American College
ChFC, CLU
Dwight Harris Dwight Harris's Society of Financial Service Professionals Experience 2005 - 2006
Job President at Advanced Pension Programs, Inc.
Industry Financial Services
Experience
Advanced Pension Programs, Inc. July 2001 - Present
Advanced Pension Programs, Inc. July 2001 - Present
Society of Financial Service Professionals 2005 - 2006
Skills
Estate Planning, Investments, Asset Managment, Estate Law, Strategic Financial..., Retirement Planning, Wealth Management, Tax, Pensions, Succession Planning, Business Planning, Strategic Planning, Insurance, Financial Services, Public Speaking, Risk Management, Small Business, Due Diligence, Financial Planners, Asset Management, Wealth
Education
Tennessee State University
Bachelor of Business Administration (B.B.A.), Accounting & Economics
Advanced Pension Programs, Inc. July 2001 - Present
Advanced Pension Programs, Inc. July 2001 - Present
Society of Financial Service Professionals 2005 - 2006
Skills
Estate Planning, Investments, Asset Managment, Estate Law, Strategic Financial..., Retirement Planning, Wealth Management, Tax, Pensions, Succession Planning, Business Planning, Strategic Planning, Insurance, Financial Services, Public Speaking, Risk Management, Small Business, Due Diligence, Financial Planners, Asset Management, Wealth
Education
Tennessee State University
Bachelor of Business Administration (B.B.A.), Accounting & Economics
Doug Foreman Doug Foreman's Society of Financial Service Professionals Experience July 2008 - June 2012
Job Benefiting Your Bottom Line | CEO Fringe Benefit Plans
Industry Insurance
Experience
Fringe Benefit Plans, Inc December 1995 - Present
Society of Financial Service Professionals July 2008 - June 2012
Fringe Benefit Plans, Inc. June 1990 - December 1995
All American Fun March 1989 - June 1990
Skills
Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, IRAs, Term Life Insurance, Insurance, Health Insurance, Underwriting, Retirement Planning, Retirement, 401k, Finance, Brokers, Financial Planners, Sales, Estate Planning, Small Business, Wealth Management, Financial Advisory, Life Insurance, Motorcycle, Mortgage Marketing, CEOs, Umbrella Insurance, Benefits Administration, Exit Strategies
Education
University of Florida 1985 — 1989
BSBA, Insurance and Finance
Fringe Benefit Plans, Inc December 1995 - Present
Society of Financial Service Professionals July 2008 - June 2012
Fringe Benefit Plans, Inc. June 1990 - December 1995
All American Fun March 1989 - June 1990
Skills
Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, IRAs, Term Life Insurance, Insurance, Health Insurance, Underwriting, Retirement Planning, Retirement, 401k, Finance, Brokers, Financial Planners, Sales, Estate Planning, Small Business, Wealth Management, Financial Advisory, Life Insurance, Motorcycle, Mortgage Marketing, CEOs, Umbrella Insurance, Benefits Administration, Exit Strategies
Education
University of Florida 1985 — 1989
BSBA, Insurance and Finance
Eric Kingery, MBA, CFP, ChFC, CLU Eric Kingery, MBA, CFP, ChFC, CLU's Society of Financial Service Professionals Experience June 2013 - Present
Job Financial Representative at COUNTRY Financial
Industry Financial Services
Experience
COUNTRY Financial February 2014 - Present
Society of Financial Service Professionals June 2013 - Present
COUNTRY ® Financial March 2012 - February 2014
COUNTRY ® Financial April 2007 - March 2012
State Farm Insurance April 2002 - April 2007
Northwestern Mutual January 2001 - December 2001
Skills
Financial Planning, Investments, Microsoft Office, Leadership Development, Business Analysis, Six Sigma, MBA, CFP, Strategic Financial..., Life Insurance, Certified Financial..., Fixed Annuities, Disability Insurance, Retirement, Term Life Insurance, Insurance, Finance, Management, Series 6
Education
Illinois State University 2010 — 2012
MBA
Eastern Illinois University 1998 — 2000
B.S.
COUNTRY Financial Leadership Development Program 2009 — 2010
Leadership Development Program
COUNTRY Financial February 2014 - Present
Society of Financial Service Professionals June 2013 - Present
COUNTRY ® Financial March 2012 - February 2014
COUNTRY ® Financial April 2007 - March 2012
State Farm Insurance April 2002 - April 2007
Northwestern Mutual January 2001 - December 2001
Skills
Financial Planning, Investments, Microsoft Office, Leadership Development, Business Analysis, Six Sigma, MBA, CFP, Strategic Financial..., Life Insurance, Certified Financial..., Fixed Annuities, Disability Insurance, Retirement, Term Life Insurance, Insurance, Finance, Management, Series 6
Education
Illinois State University 2010 — 2012
MBA
Eastern Illinois University 1998 — 2000
B.S.
COUNTRY Financial Leadership Development Program 2009 — 2010
Leadership Development Program
Jennifer A Davco Jennifer A Davco's Society of Financial Service Professionals Experience June 2003 - August 2012
Job Practice Operations Leader Thais D. Piotrowski & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
LPL Financial Consultant - Lehigh Valley Investment Group June 2000 - March 2015
Society of Financial Service Professionals June 2003 - August 2012
LVCPO 2010 - 2012
Residential & Commercial Rental & Management Company June 2000 - May 2005
Skills
Series 6, Series 63, PA Life & Health License, Financial Analysis, Strategic Planning, Budgeting, IRAs, ROTH IRA, Simple IRA, 401k, Event Planning, Marketing Strategy, Marketing Communications, eMoney, MS Office Suite, Access, Wordpress, Wordpress Design, Association Management, Blogging, Oral & Written..., Budgets, Project Management, Retirement Planning, Project Planning, E-money, Financial Advisory, Event Management, Investments, Securities, Microsoft Office, Portfolio Management, Management, Life Insurance, Insurance, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Social Media Marketing, Retirement, Estate Planning, Risk Management, Variable Annuities, Disability Insurance, Public Speaking, Mutual Funds, Customer Service
Education
Villanova University 2012 — 2013
PMP/CAPM Certification, Project Mgmt with IS/IT
University of Delaware 1996 — 2000
BS, Business Administration
Saucon Valley High School 1992 — 1996
High School Diploma
Ameriprise Financial Services, Inc. April 2015 - Present
LPL Financial Consultant - Lehigh Valley Investment Group June 2000 - March 2015
Society of Financial Service Professionals June 2003 - August 2012
LVCPO 2010 - 2012
Residential & Commercial Rental & Management Company June 2000 - May 2005
Skills
Series 6, Series 63, PA Life & Health License, Financial Analysis, Strategic Planning, Budgeting, IRAs, ROTH IRA, Simple IRA, 401k, Event Planning, Marketing Strategy, Marketing Communications, eMoney, MS Office Suite, Access, Wordpress, Wordpress Design, Association Management, Blogging, Oral & Written..., Budgets, Project Management, Retirement Planning, Project Planning, E-money, Financial Advisory, Event Management, Investments, Securities, Microsoft Office, Portfolio Management, Management, Life Insurance, Insurance, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Social Media Marketing, Retirement, Estate Planning, Risk Management, Variable Annuities, Disability Insurance, Public Speaking, Mutual Funds, Customer Service
Education
Villanova University 2012 — 2013
PMP/CAPM Certification, Project Mgmt with IS/IT
University of Delaware 1996 — 2000
BS, Business Administration
Saucon Valley High School 1992 — 1996
High School Diploma
John K. Markman John K. Markman's Society of Financial Service Professionals Experience June 1993 - Present
Job PresidentMarkman Insurance Associates
Industry Insurance
Experience
Markman Insurance Associates August 2010 - Present
Society of Financial Service Professionals June 1993 - Present
Doctors Financial Corporation July 1983 - Present
Society of Financial Service Professionals January 1983 - Present
Upper Dublin Junior Athletic Assocition January 1998 - July 2008
Life Underwriter Training Council 2004 - 2006
Skills
Group insurance, life insurance, Disability Insurance, long term care insurance, Fixed Annuities, Health Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Retirement Planning, Employee Benefits, Term Life Insurance, Succession Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, IRAs, Wealth, Mutual Funds, 401k, Financial Advisory, Wealth Management, Series 6, Series 7, Investments, Financial Planning
Education
The American College 1991 — 1993
CLU, Advanced Insurance Studies
University of Pittsburgh 1981 — 1983
Bachelor of Arts, Political Science
State University of New York College at Potsdam 1979 — 1981
Interdisciplinary studies
Springfield High School 1976 — 1979
Diploma
Markman Insurance Associates August 2010 - Present
Society of Financial Service Professionals June 1993 - Present
Doctors Financial Corporation July 1983 - Present
Society of Financial Service Professionals January 1983 - Present
Upper Dublin Junior Athletic Assocition January 1998 - July 2008
Life Underwriter Training Council 2004 - 2006
Skills
Group insurance, life insurance, Disability Insurance, long term care insurance, Fixed Annuities, Health Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Retirement Planning, Employee Benefits, Term Life Insurance, Succession Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, IRAs, Wealth, Mutual Funds, 401k, Financial Advisory, Wealth Management, Series 6, Series 7, Investments, Financial Planning
Education
The American College 1991 — 1993
CLU, Advanced Insurance Studies
University of Pittsburgh 1981 — 1983
Bachelor of Arts, Political Science
State University of New York College at Potsdam 1979 — 1981
Interdisciplinary studies
Springfield High School 1976 — 1979
Diploma
Adelina Kieffer Adelina Kieffer's Society of Financial Service Professionals Experience 1991 - 1999
Job Sr. Vice President, Wealth Management Division at The Bryn Mawr Trust Co.
Industry Financial Services
Experience
Wealth Management Division at The Bryn Mawr Trust Company April 2015 - Present
ParenteBeard Wealth Management LLC 2013 - 2014
AXA Equitable 2007 - 2013
Nationwide Trust Co. 2002 - 2007
Mellon Private Asset Management 1999 - 2002
Society of Financial Service Professionals 1991 - 1999
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Financial Services, Retirement, Life Insurance, Finance, Financial Advisory, Succession Planning, Trusts, Investments, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., 401k, Investment Advisory, Series 63, Financial Planners, IRAs, Wealth, FINRA, Series 6, Long-term Care, Asset Allocation, Wealth Management..., Disability Insurance, Financial Planning
Education
Villanova Law School
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
Drexel University
Bachelor of Science (B.S.), Business Administration
Wealth Management Division at The Bryn Mawr Trust Company April 2015 - Present
ParenteBeard Wealth Management LLC 2013 - 2014
AXA Equitable 2007 - 2013
Nationwide Trust Co. 2002 - 2007
Mellon Private Asset Management 1999 - 2002
Society of Financial Service Professionals 1991 - 1999
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Financial Services, Retirement, Life Insurance, Finance, Financial Advisory, Succession Planning, Trusts, Investments, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., 401k, Investment Advisory, Series 63, Financial Planners, IRAs, Wealth, FINRA, Series 6, Long-term Care, Asset Allocation, Wealth Management..., Disability Insurance, Financial Planning
Education
Villanova Law School
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
Drexel University
Bachelor of Science (B.S.), Business Administration
Todd Spearin Todd Spearin's Society of Financial Service Professionals Experience June 2015 - Present
Job Life Insurance Consultant
Industry Insurance
Experience
Society of Financial Service Professionals June 2015 - Present
Waxwing Advisors, LLC April 2010 - Present
Meristem, a Multifamily Office October 2005 - April 2010
Capital Professional Advisors, Inc. February 2004 - October 2005
ING May 2003 - February 2004
Highland Consulting, Inc. May 2000 - May 2003
Employee Benefits Consulting Firm April 1998 - May 2000
MCG Healthcare Compensation June 1992 - April 1998
Minnesota Protective Life January 1987 - June 1992
Skills
Insurance, Estate Planning, Life Insurance, Policy Review, Term Life Insurance, Management, Marketing, Small Business, Analysis, Finance
Education
St. Olaf College 1982 — 1986
BA
Life Management Institute
Fellow, Life Management Institute
The American College
Chartered Financial Underwriter (CLU), Chartered Financial Consultant (ChFC)
Society of Financial Service Professionals June 2015 - Present
Waxwing Advisors, LLC April 2010 - Present
Meristem, a Multifamily Office October 2005 - April 2010
Capital Professional Advisors, Inc. February 2004 - October 2005
ING May 2003 - February 2004
Highland Consulting, Inc. May 2000 - May 2003
Employee Benefits Consulting Firm April 1998 - May 2000
MCG Healthcare Compensation June 1992 - April 1998
Minnesota Protective Life January 1987 - June 1992
Skills
Insurance, Estate Planning, Life Insurance, Policy Review, Term Life Insurance, Management, Marketing, Small Business, Analysis, Finance
Education
St. Olaf College 1982 — 1986
BA
Life Management Institute
Fellow, Life Management Institute
The American College
Chartered Financial Underwriter (CLU), Chartered Financial Consultant (ChFC)
Heidi Barnett Heidi Barnett's Society of Financial Service Professionals Experience 1992 - 1999
Job Visionary, Versatile, and Innovative with Proven Results in Marketing, Sales, Membership, and Management
Industry Marketing and Advertising
Experience
AAA Mid-Atlantic June 2015 - Present
CONSULTANT, "Your Success is Our Strategy" January 2011 - May 2015
Shop A Docket May 2014 - April 2015
Mykonos Inc March 2012 - October 2014
International Reading Association June 1999 - March 2010
Society of Financial Service Professionals 1992 - 1999
Skills
Marketing Communications, Management Consulting, Non-profits, Business Development, B2B Marketing, Copywriting, Integrated Marketing, Digital Marketing, Marketing Management, Email Marketing, Brand Management, Social Media Marketing, Marketing Strategy, Newsletters, Direct Marketing, Direct Response, Strategic Communications, Market Research, Marketing and..., Account Executive and..., Management, Marketing, Press Releases, Public Relations, Nonprofits, Business Planning, Strategic Planning, Brand Development, Online Advertising, Social Networking, Advertising, Social Media, Strategy, B2B, Budgets, CRM, Project Management, Program Management
Education
University of Pennsylvania 1996 — 1998
MS, Organizational Dynamics, Business, 4.0 Honors.Thesis, website: Economic/Social Issues in Post Communist Poland
Penn State University
BS, General Arts & Sciences
AAA Mid-Atlantic June 2015 - Present
CONSULTANT, "Your Success is Our Strategy" January 2011 - May 2015
Shop A Docket May 2014 - April 2015
Mykonos Inc March 2012 - October 2014
International Reading Association June 1999 - March 2010
Society of Financial Service Professionals 1992 - 1999
Skills
Marketing Communications, Management Consulting, Non-profits, Business Development, B2B Marketing, Copywriting, Integrated Marketing, Digital Marketing, Marketing Management, Email Marketing, Brand Management, Social Media Marketing, Marketing Strategy, Newsletters, Direct Marketing, Direct Response, Strategic Communications, Market Research, Marketing and..., Account Executive and..., Management, Marketing, Press Releases, Public Relations, Nonprofits, Business Planning, Strategic Planning, Brand Development, Online Advertising, Social Networking, Advertising, Social Media, Strategy, B2B, Budgets, CRM, Project Management, Program Management
Education
University of Pennsylvania 1996 — 1998
MS, Organizational Dynamics, Business, 4.0 Honors.Thesis, website: Economic/Social Issues in Post Communist Poland
Penn State University
BS, General Arts & Sciences
David Laske's Society of Financial Service Professionals Experience June 2008 - Present
Job Partner at Sikich
Industry Accounting
Experience
Sikich August 2013 - Present
Summit Educational Association December 2008 - Present
Society of Financial Service Professionals June 2008 - Present
Kolb+Co. June 1986 - July 2013
Skills
Business Planning, Income Tax, Financial Analysis, Tax, High Net Worth..., Small Business, Corporate Tax, CPA, Estate Tax Planning, Accounting, Retirement Planning, Finance, Tax Accounting, Tax Preparation, Partnership Taxation, Estate Planning, Financial Statements, Tax Research, GAAP
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1987 — 1991
M.S., Taxation
Carroll University 1982 — 1986
B.S., ACCOUNTING AND BUSINESS
Sikich August 2013 - Present
Summit Educational Association December 2008 - Present
Society of Financial Service Professionals June 2008 - Present
Kolb+Co. June 1986 - July 2013
Skills
Business Planning, Income Tax, Financial Analysis, Tax, High Net Worth..., Small Business, Corporate Tax, CPA, Estate Tax Planning, Accounting, Retirement Planning, Finance, Tax Accounting, Tax Preparation, Partnership Taxation, Estate Planning, Financial Statements, Tax Research, GAAP
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1987 — 1991
M.S., Taxation
Carroll University 1982 — 1986
B.S., ACCOUNTING AND BUSINESS
Craig E. Lytle, CFP®, MBA, CLU® Craig E. Lytle, CFP®, MBA, CLU®'s Society of Financial Service Professionals Experience September 2006 - Present
Job Independent fiduciary, teacher, coach and leader of independent financial services professionals
Industry Insurance
Experience
Goldey-Beacom College August 2013 - Present
Wilmington University August 2012 - Present
The American College January 2011 - Present
INCOME & ESTATE PLANNING PARTNERS, P.A. December 2008 - Present
NAIFA-New Castle County, DE July 2008 - Present
Society of Financial Service Professionals September 2006 - Present
Financial Services Industry January 1998 - Present
Skills
Credit Unions, Term Life Insurance, Financial Planning, Sales Management, Teaching/mentoring
Education
Wilmington College 2008 — 2009
MBA
York College of Pennsylvania 1989 — 1993
B.A., Speech Communications
Goldey-Beacom College
Goldey-Beacom College
Goldey-Beacom College
PMHS
Goldey-Beacom College August 2013 - Present
Wilmington University August 2012 - Present
The American College January 2011 - Present
INCOME & ESTATE PLANNING PARTNERS, P.A. December 2008 - Present
NAIFA-New Castle County, DE July 2008 - Present
Society of Financial Service Professionals September 2006 - Present
Financial Services Industry January 1998 - Present
Skills
Credit Unions, Term Life Insurance, Financial Planning, Sales Management, Teaching/mentoring
Education
Wilmington College 2008 — 2009
MBA
York College of Pennsylvania 1989 — 1993
B.A., Speech Communications
Goldey-Beacom College
Goldey-Beacom College
Goldey-Beacom College
PMHS
Amy Whicker, CLU's Society of Financial Service Professionals Experience January 2006 - Present
Job Director Membership at Society of FSP
Industry Nonprofit Organization Management
Experience
Society of Financial Service Professionals January 2006 - Present
Penn Mutual 2003 - 2006
Federation of Societies for Coatings Technology 2000 - 2003
Society of Financial Service Professionals 1989 - 2000
CIGNA 1983 - 1989
Skills
Retirement, Retirement Planning, Insurance, Tax, Small Business, Series 7, Investment Strategies, Wealth, Employee Benefits, Succession Planning, Asset Management, Health Insurance, Asset Allocation, Series 63, Business Planning, Risk Management, Portfolio Management, Financial Planners, Mutual Funds, Financial Advisory, Investment Management, Estate Planning, Financial Services, Securities, IRAs
Education
Temple University - Fox School of Business and Management 1978 — 1982
Business Adminstration Management and Marketing
Archbishop Wood
Society of Financial Service Professionals January 2006 - Present
Penn Mutual 2003 - 2006
Federation of Societies for Coatings Technology 2000 - 2003
Society of Financial Service Professionals 1989 - 2000
CIGNA 1983 - 1989
Skills
Retirement, Retirement Planning, Insurance, Tax, Small Business, Series 7, Investment Strategies, Wealth, Employee Benefits, Succession Planning, Asset Management, Health Insurance, Asset Allocation, Series 63, Business Planning, Risk Management, Portfolio Management, Financial Planners, Mutual Funds, Financial Advisory, Investment Management, Estate Planning, Financial Services, Securities, IRAs
Education
Temple University - Fox School of Business and Management 1978 — 1982
Business Adminstration Management and Marketing
Archbishop Wood
Jo Ann E Favia, CLU, ChFC, AIF Jo Ann E Favia, CLU, ChFC, AIF's Society of Financial Service Professionals Experience 2008 - 2010
Job President at Favia Group
Industry Financial Services
Experience
Favia Group November 2008 - Present
Financial Solutions Midwest, LLC November 2008 - October 2011
Society of Financial Service Professionals 2008 - 2010
O'Malley & Associates April 2006 - November 2008
Favia Financial Group July 2001 - April 2006
Education
University of Colorado Boulder 1982 — 1984
Bachelor's Degree, Commercial Recreation
Carthage College 1980 — 1982
n/a
Favia Group November 2008 - Present
Financial Solutions Midwest, LLC November 2008 - October 2011
Society of Financial Service Professionals 2008 - 2010
O'Malley & Associates April 2006 - November 2008
Favia Financial Group July 2001 - April 2006
Education
University of Colorado Boulder 1982 — 1984
Bachelor's Degree, Commercial Recreation
Carthage College 1980 — 1982
n/a
Josh Chase CFP® Josh Chase CFP®'s Society of Financial Service Professionals Experience 2009 - Present
Job Financial Advisor at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP July 2012 - Present
Junior Achievement of Maine April 2010 - Present
Society of Financial Service Professionals 2009 - Present
Maine Wood Products Association 2009 - January 2015
Chase Financial Solutions September 2010 - July 2012
Healey & Associates December 2003 - September 2010
Forum Financial Group 2000 - 2004
Skills
Series 7, Employee Benefits, Health Insurance, Series 63, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Investments, 401k, Life Insurance, Mutual Funds
Education
Merrimack College 2006 — 2008
CAS, Financial Planning
University of Maine 1993 — 1997
BA, Mass Communication
Cheverus High School 1989 — 1993
Lebel & Harriman, LLP July 2012 - Present
Junior Achievement of Maine April 2010 - Present
Society of Financial Service Professionals 2009 - Present
Maine Wood Products Association 2009 - January 2015
Chase Financial Solutions September 2010 - July 2012
Healey & Associates December 2003 - September 2010
Forum Financial Group 2000 - 2004
Skills
Series 7, Employee Benefits, Health Insurance, Series 63, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Investments, 401k, Life Insurance, Mutual Funds
Education
Merrimack College 2006 — 2008
CAS, Financial Planning
University of Maine 1993 — 1997
BA, Mass Communication
Cheverus High School 1989 — 1993
Jill von Czoernig Jill von Czoernig's Society of Financial Service Professionals Experience September 2000 - Present
Job Managing Director Chapter Development at Society of Financial Service Professionals
Industry Nonprofit Organization Management
Experience
Society of Financial Service Professionals September 2000 - Present
Salomon Brothers January 1984 - 1997
Skills
Retirement Planning
Education
Augustana College
BA, Music, English, Education
Manhattan School of Music
Masters, Opera
Society of Financial Service Professionals September 2000 - Present
Salomon Brothers January 1984 - 1997
Skills
Retirement Planning
Education
Augustana College
BA, Music, English, Education
Manhattan School of Music
Masters, Opera
Allan Turoff's Society of Financial Service Professionals Experience September 2001 - Present
Job National Board of Directors at Society of Financial Service Professionals
Industry Financial Services
Experience
Dynasty Advisors, LLC 2010 - Present
SFP 2010 - Present
Society of Financial Service Professionals September 2001 - Present
Society of Financial Service Professionals July 2011 - August 2014
American Payroll 2003 - 2009
CFP Board 2000 - 2004
Skills
Retirement, Wealth Management, Finance, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Personal Finance, Disability Insurance, Small Business, Series 7, Estate Planning, Financial Services, Financial Advisory, Retirement Planning, Financial Planning, Investments, 401k, Insurance, Asset Allocation, Investment Advisory, Securities, Life Insurance, Investment Strategies
Education
COLLEGE OF FINANCIAL PLANNING 1986 — 1988
CFP, FINANCIAL PLANNING
U S ARMY TRANSPORTATION OFFICERS COURSE 1966 — 1966
OFFICERS BASIC COURSE, Transportation/Mobility Management
Temple University 1961 — 1965
BS IN ACCOUNTING, MAJOR IN ACCOUNTING MINOR IN ECONOMICS
Germantown High School 1959 — 1961
HS DIPLOMA, ACADEMIC
Dynasty Advisors, LLC 2010 - Present
SFP 2010 - Present
Society of Financial Service Professionals September 2001 - Present
Society of Financial Service Professionals July 2011 - August 2014
American Payroll 2003 - 2009
CFP Board 2000 - 2004
Skills
Retirement, Wealth Management, Finance, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Personal Finance, Disability Insurance, Small Business, Series 7, Estate Planning, Financial Services, Financial Advisory, Retirement Planning, Financial Planning, Investments, 401k, Insurance, Asset Allocation, Investment Advisory, Securities, Life Insurance, Investment Strategies
Education
COLLEGE OF FINANCIAL PLANNING 1986 — 1988
CFP, FINANCIAL PLANNING
U S ARMY TRANSPORTATION OFFICERS COURSE 1966 — 1966
OFFICERS BASIC COURSE, Transportation/Mobility Management
Temple University 1961 — 1965
BS IN ACCOUNTING, MAJOR IN ACCOUNTING MINOR IN ECONOMICS
Germantown High School 1959 — 1961
HS DIPLOMA, ACADEMIC
Bill Drennan's Society of Financial Service Professionals Experience Editorial DirectorNorth American Publishing CompanyJune 1999 - May 2006
Job Managing Editor at Society of Financial Service Professionals
Industry Publishing
Experience
Society of Financial Service Professionals Editorial DirectorNorth American Publishing CompanyJune 1999 - May 2006
Seybold Publications June 1996 - June 1999
Chilton Publishing February 1981 - March 1986
Skills
Publishing, Writing, Editing, Magazines, Newsletters, Microsoft Office, Copy Editing, Editorial, Advertising, Publications, Web Content, Content Strategy, Content Development, Online Publishing, Social Media Marketing, Strategic Communications, Journalism, Copywriting, Corporate Communications, Press Releases, Marketing Communications, Proofreading, Content Management, Public Relations, Digital Media, Email Marketing, New Media, Media Relations, Crisis Communications, Internal Communications, SEO, Online Marketing, Integrated Marketing, Digital Strategy, Corporate Branding, Marketing Strategy, B2B Marketing, Web Content Management, Management, Direct Mail, Brand Development, Online Advertising, Digital Marketing, Fact-checking, Social Media, Social Networking, Feature Articles, Web Analytics, Event Planning
Education
Saint Joseph's University
English
Society of Financial Service Professionals Editorial DirectorNorth American Publishing CompanyJune 1999 - May 2006
Seybold Publications June 1996 - June 1999
Chilton Publishing February 1981 - March 1986
Skills
Publishing, Writing, Editing, Magazines, Newsletters, Microsoft Office, Copy Editing, Editorial, Advertising, Publications, Web Content, Content Strategy, Content Development, Online Publishing, Social Media Marketing, Strategic Communications, Journalism, Copywriting, Corporate Communications, Press Releases, Marketing Communications, Proofreading, Content Management, Public Relations, Digital Media, Email Marketing, New Media, Media Relations, Crisis Communications, Internal Communications, SEO, Online Marketing, Integrated Marketing, Digital Strategy, Corporate Branding, Marketing Strategy, B2B Marketing, Web Content Management, Management, Direct Mail, Brand Development, Online Advertising, Digital Marketing, Fact-checking, Social Media, Social Networking, Feature Articles, Web Analytics, Event Planning
Education
Saint Joseph's University
English
Michael Radakovich, CFP®, CLU, ChFC's Society of Financial Service Professionals Experience January 2001 - December 2002
Job Founder Summit Advisors NW LLC
Industry Financial Services
Experience
Summit Advisors NW LLC April 2012 - Present
The University Club Foundation January 2012 - January 2014
Summit Financial Advisors, LLC October 2005 - April 2012
Financial Planning Association of Oregon & SW Washington December 2008 - December 2010
Kaplan October 2008 - March 2009
New England Financial June 1996 - October 2005
Society of Financial Service Professionals January 2001 - December 2002
Economic Growth Group June 1990 - May 1996
Skills
Estate Planning, Wealth Management, Retirement, Financial Advisory, Financial Planners, Securities, Asset Managment, Insurance, Wealth Management..., Certified Financial..., Personal Finance, Financial Services
Education
Oregon State University 1976 — 1981
BS, Business Administration
Jesuit 1972 — 1976
Summit Advisors NW LLC April 2012 - Present
The University Club Foundation January 2012 - January 2014
Summit Financial Advisors, LLC October 2005 - April 2012
Financial Planning Association of Oregon & SW Washington December 2008 - December 2010
Kaplan October 2008 - March 2009
New England Financial June 1996 - October 2005
Society of Financial Service Professionals January 2001 - December 2002
Economic Growth Group June 1990 - May 1996
Skills
Estate Planning, Wealth Management, Retirement, Financial Advisory, Financial Planners, Securities, Asset Managment, Insurance, Wealth Management..., Certified Financial..., Personal Finance, Financial Services
Education
Oregon State University 1976 — 1981
BS, Business Administration
Jesuit 1972 — 1976
Ben G Baldwin Jr's Society of Financial Service Professionals Experience 1970 - Present
Job Director Emeritus at Baldwin Financial Advisors, LLC
Industry Financial Services
Experience
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
April Caudill's Society of Financial Service Professionals Experience September 2009 - August 2013
Job Advanced Solutions Director
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Northwestern Mutual September 2010 - March 2015
Society of Financial Service Professionals September 2009 - August 2013
Prudential Financial January 2007 - August 2010
National Underwriter Company June 1987 - December 2006
Skills
Estate Planning, Retirement, Insurance, Retirement Planning, Life Insurance, IRAs, Pensions, Public Speaking, Financial Services, Qualified Retirement..., Employee Benefits, Leadership, 401k, Technical Writing, Mutual Funds
Education
Northern Kentucky University—Salmon P. Chase College of Law
J.D., Law
University of Cincinnati
B.A., French, Music
Principal Financial Group April 2015 - Present
Northwestern Mutual September 2010 - March 2015
Society of Financial Service Professionals September 2009 - August 2013
Prudential Financial January 2007 - August 2010
National Underwriter Company June 1987 - December 2006
Skills
Estate Planning, Retirement, Insurance, Retirement Planning, Life Insurance, IRAs, Pensions, Public Speaking, Financial Services, Qualified Retirement..., Employee Benefits, Leadership, 401k, Technical Writing, Mutual Funds
Education
Northern Kentucky University—Salmon P. Chase College of Law
J.D., Law
University of Cincinnati
B.A., French, Music
Angela Granata AEP®, CFP®'s Society of Financial Service Professionals Experience January 2014 - Present
Job Key Private Bank
Industry Financial Services
Experience
KeyBank May 2002 - Present
Girl Scouts of Western Ohio January 2013 - Present
University of Toledo Women In Philanthropy 2011 - Present
Military Family Life Counselor June 2006 - Present
Society of Financial Service Professionals January 2014 - Present
Toledo Estate Planning Council January 2002 - Present
Key Bank January 2009 - December 2013
Financial Planning Association 2007 - 2009
Skills
Wealth Management, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Strategy, Finance, Portfolio Management, Wealth Management..., Asset Management, Investment Management, Investments, Wealth, Investment Strategies, Series 7, High Net Worth..., Private Banking, Financial Risk, Mutual Funds, Financial Planning
Education
University of Toledo
Business, Management, Marketing, and Related Support Services
Spring Arbor University
Bachelor's degree, Business Administration and Management, General
College for Financial Planning
Financial Planning and Services
KeyBank May 2002 - Present
Girl Scouts of Western Ohio January 2013 - Present
University of Toledo Women In Philanthropy 2011 - Present
Military Family Life Counselor June 2006 - Present
Society of Financial Service Professionals January 2014 - Present
Toledo Estate Planning Council January 2002 - Present
Key Bank January 2009 - December 2013
Financial Planning Association 2007 - 2009
Skills
Wealth Management, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Strategy, Finance, Portfolio Management, Wealth Management..., Asset Management, Investment Management, Investments, Wealth, Investment Strategies, Series 7, High Net Worth..., Private Banking, Financial Risk, Mutual Funds, Financial Planning
Education
University of Toledo
Business, Management, Marketing, and Related Support Services
Spring Arbor University
Bachelor's degree, Business Administration and Management, General
College for Financial Planning
Financial Planning and Services
Kenn Tacchino's Society of Financial Service Professionals Experience August 2000 - Present
Job Professor at Widener University in Chester PA
Industry Higher Education
Experience
Widener University January 1991 - Present
Society of Financial Service Professionals August 2000 - Present
The American College January 1986 - January 1991
Massachusetts Mutual Life Insurance Company September 1983 - December 1985
Prentice Hall September 1982 - October 1983
Western New England College March 1979 - May 1982
Skills
Retirement Planning, Pensions
Education
Widener University School of Law 1992 — 1994
LLM, Tax
Western New England College School of Law 1979 — 1982
JD, Law
Muhlenberg College 1975 — 1979
BA, Poly Sci/History
The American College 2012 — 2013
RICP Designation, Retirement Income Planning
Widener University
Widener University
Widener University January 1991 - Present
Society of Financial Service Professionals August 2000 - Present
The American College January 1986 - January 1991
Massachusetts Mutual Life Insurance Company September 1983 - December 1985
Prentice Hall September 1982 - October 1983
Western New England College March 1979 - May 1982
Skills
Retirement Planning, Pensions
Education
Widener University School of Law 1992 — 1994
LLM, Tax
Western New England College School of Law 1979 — 1982
JD, Law
Muhlenberg College 1975 — 1979
BA, Poly Sci/History
The American College 2012 — 2013
RICP Designation, Retirement Income Planning
Widener University
Widener University
Ron MacDonald, MSFS, ChFC, CAE's Society of Financial Service Professionals Experience December 1982 - March 2009
Job The Project Management Institute
Industry Nonprofit Organization Management
Experience
The Project Management Institute May 2011 - Present
Society of Financial Service Professionals December 1982 - March 2009
MEMBERSHIP & CHAPTER SERVICES December 1982 - March 2009
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS (FSP) December 1982 - March 2009
BANKERS LIFE September 1979 - December 1982
CONNECTICUT MUTUAL LIFE July 1973 - September 1979
Skills
Marketing, Strategic Planning, Event Planning, Training, Team Building, Strategy, Project Management, Business Strategy, Risk Management, Change Management, Leadership, Budgets, Business Planning, Management, Fundraising, Public Relations, Coaching, Program Management, Marketing Strategy, Recruiting, Employee Benefits, Customer Service, Leadership Development, Public Speaking, Insurance, Small Business, Management Consulting, Nonprofits, Project Planning, Association Management, Corporate Communications
Education
American Society of Association Executives 1982 — 2009
CAE designation, Association Management
The American College 1974 — 1988
CLU, ChFC, MSFS, Financial Services
Gettysburg College 1969 — 1973
BA, History
Gettysburg College 1969 — 1973
BACHELOR OF ARTS, HISTORY
Nether Providence High School 1963 — 1969
STATE OF PENNSYLVANIA
The American College
MASTER OF SCIENCE, FINANCIAL SERVICES
The Project Management Institute May 2011 - Present
Society of Financial Service Professionals December 1982 - March 2009
MEMBERSHIP & CHAPTER SERVICES December 1982 - March 2009
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS (FSP) December 1982 - March 2009
BANKERS LIFE September 1979 - December 1982
CONNECTICUT MUTUAL LIFE July 1973 - September 1979
Skills
Marketing, Strategic Planning, Event Planning, Training, Team Building, Strategy, Project Management, Business Strategy, Risk Management, Change Management, Leadership, Budgets, Business Planning, Management, Fundraising, Public Relations, Coaching, Program Management, Marketing Strategy, Recruiting, Employee Benefits, Customer Service, Leadership Development, Public Speaking, Insurance, Small Business, Management Consulting, Nonprofits, Project Planning, Association Management, Corporate Communications
Education
American Society of Association Executives 1982 — 2009
CAE designation, Association Management
The American College 1974 — 1988
CLU, ChFC, MSFS, Financial Services
Gettysburg College 1969 — 1973
BA, History
Gettysburg College 1969 — 1973
BACHELOR OF ARTS, HISTORY
Nether Providence High School 1963 — 1969
STATE OF PENNSYLVANIA
The American College
MASTER OF SCIENCE, FINANCIAL SERVICES
Chiqian (Allison) Fu's Society of Financial Service Professionals Experience January 2011 - April 2011
Job University of Southern California Master of Business Analytics Candidate
Industry Insurance
Experience
JP Morgan Chase March 2015 - June 2015
Chang An Property & Liability Insurance Ltd August 2014 - December 2014
Nationwide Insurance November 2013 - March 2014
Nationwide Childrens Hospital February 2012 - June 2012
Centric Financial Group LLC September 2011 - December 2011
Society of Financial Service Professionals January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Minitab, Access, Java, Mandarin, Chinese culture, Chinese Calligraphy, Financial Modeling, Statistics, Leadership
Education
University of Southern California 2015 — 2016
Master’s Degree, Business Analytics
The Ohio State University 2009 — 2012
Bachelor of Science (B.S.), Actuarial Science
JP Morgan Chase March 2015 - June 2015
Chang An Property & Liability Insurance Ltd August 2014 - December 2014
Nationwide Insurance November 2013 - March 2014
Nationwide Childrens Hospital February 2012 - June 2012
Centric Financial Group LLC September 2011 - December 2011
Society of Financial Service Professionals January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Minitab, Access, Java, Mandarin, Chinese culture, Chinese Calligraphy, Financial Modeling, Statistics, Leadership
Education
University of Southern California 2015 — 2016
Master’s Degree, Business Analytics
The Ohio State University 2009 — 2012
Bachelor of Science (B.S.), Actuarial Science
Sherry Chester's Society of Financial Service Professionals Experience 1972 - Present
Job Director, Professional Development at Society of Financial Service Professionals
Industry Financial Services
Experience
Society of Financial Service Professionals 1972 - Present
Skills
Term Life Insurance, Wealth Management
Education
Hillsdale College
Society of Financial Service Professionals 1972 - Present
Skills
Term Life Insurance, Wealth Management
Education
Hillsdale College