Succession Capital Alliance

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Succession Capital Alliance Employees

Employee
Years
Job
Industry
Dean J. De Marco Dean J. De Marco Greater New York City Area Details
Dean J. De Marco's Succession Capital Alliance Experience
Job Chief Operating Officer at Succession Capital Alliance
Industry Financial Services
Experience
Succession Capital Alliance  

Skills
Retirement Planning, Estate Planning, Insurance, Investments, Asset Managment, Premium Financing, Risk Management, Strategic Financial..., Brokers, Wealth, Management, Life Insurance, Financial Services, Financial Advisory, Finance, Executive Management, Financial Planners, Term Life Insurance, Underwriting, Wealth Management, Management Consulting

Education
Dowling College

New York University

Leah Fritter Leah Fritter Greater Los Angeles Area Details
Leah Fritter's Succession Capital Alliance Experience October 2012 - December 2012
Job Actuarial Analyst at Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance Group of Companies  February 2013 - Present
Succession Capital Alliance   October 2012 - December 2012
Walt Disney Animation Studios, Pixar Animation Studios, National Science Foundation   June 2011 - August 2011

Skills
SAS, Microsoft Access, Microsoft Excel, Statistics, Data Analysis, Property & Casualty..., Applied Mathematics, Matlab, C++, LaTeX, Mathematical Modeling, Research, Quantitative Analytics, Numerical Analysis, Tutoring, Life Insurance, Physics, Simulations, Optimizations

Education
California State Polytechnic University-Pomona   2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics, 3.87

Tim Whitmore Tim Whitmore Scottsdale, Arizona Details
Tim Whitmore's Succession Capital Alliance Experience June 2007 - December 2010
Job Director of Business Development, GWG
Industry Financial Services
Experience
None  September 2015 - Present
Independent broker  January 2014 - Present
Maricopa County Sheriff's Office  April 2012 - Present
GWG Life  September 2014 - September 2015
Strategic Funding Group, LLC   December 2010 - December 2013
Succession Capital Alliance   June 2007 - December 2010
Pacific Life  February 2006 - June 2007
Pacific Life Insurance Company  2004 - 2006
MetLife  2001 - 2003
SunAmerica Retirement Markets  1995 - 2001

Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning

Education
CSUN   1991 — 1993

University of La Verne
BS, Business

Rick Weinstein Rick Weinstein Los Angeles, California Details
Rick Weinstein's Succession Capital Alliance Experience January 2005 - January 2008
Job Family Office Consulting
Industry Financial Services
Experience
Lis4cg   January 2008 - Present
Succession Capital Alliance   January 2005 - January 2008
Lincoln Financial Group  January 1995 - April 2003
NCA Financial Planners  September 1991 - August 1993
Price Waterhouse  June 1978 - April 1982

Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA

Education
The Ohio State University Fisher College of Business   1974 — 1978
BSBA, Business, Accounting, Computer Science

Kabbalah Centre

Temple Israel

Julie Mirza, MBA Julie Mirza, MBA Aliso Viejo, California Details
Julie Mirza, MBA's Succession Capital Alliance Experience February 2008 - July 2014
Job Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life  March 2015 - Present
Pacific Life  July 2014 - February 2015
Succession Capital Alliance   February 2008 - July 2014
Anchor Stone Properties, LLC   March 2013 - April 2014
Woodside Credit Corporation   2005 - 2007
Pacific Life  2004 - 2005
Pacific Life  2003 - 2004
Pacific Life  2001 - 2003
JanHobbs Financial Group   1999 - 2001
Citadel Law Corporation   1996 - 1999

Skills
Estate Planning, Financial Planning, New Business Development, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Life Insurance, Medical Underwriting, Premium Financing, Loan Origination, Loan Sales, Organization, Quantitative Analytics, Customer Service, Success Driven, Consulting, High Net Worth Insurance, Consumer Lending, Sales, High Net Worth..., Highly detail oriented, Marketing, Public Speaking, Notary Public, CA Real Estate License, CLU, MBA, High Energy Level, Flexibility, Reliable, Service Focused, Communication Skills, Term Life Insurance, Positive Team Player, Dedicated Professional, Training, Finance, Sales Presentations, FLMI, Problem Solving, Account Management, Competitive Analysis, Design Analysis, Goal Oriented, High Achiever, Fast Paced Environment, Strongly self-motivated, Professional Women, Real Estate Investor

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

California State University-Fullerton   1997 — 2001
BA, Business Administration-Finance

Charter Oak High School   1992 — 1996
Diploma

John Reed Jr. John Reed Jr. Orange County, California Area Details
John Reed Jr.'s Succession Capital Alliance Experience March 2015 - Present
Job Vice President at Succession Capital Alliance
Industry Financial Services
Experience
Succession Capital Alliance   March 2015 - Present
The Syndicate, Inc.   September 2014 - March 2015
Fifth Third Bank  December 2013 - September 2014
Northwestern Mutual  May 2010 - November 2013
University of Cincinnati  July 2006 - July 2009
Cornerstone Research Group  2003 - 2006

Education
University of Cincinnati   2006 — 2009
(in pursuit of) Master's, Aerospace Engineering

University of Cincinnati College of Business   2007 — 2008
Master's, Business Administration - Management

University of Cincinnati   2001 — 2006
Bachelor's, Aerospace Engineering

Cloverleaf High School   1997 — 2001

Yosi Amster Yosi Amster Fairfield, Connecticut Details
Yosi Amster's Succession Capital Alliance Experience July 2010 - Present
Job Director of Business Development East Coast at Succession Capital Alliance
Industry Financial Services
Experience
Succession Capital Alliance   July 2010 - Present
Premium Funding Group   September 2003 - July 2010
A.I. Credit   January 2000 - September 2003

Education
Long Island University, C.W. Post Campus   1997 — 1997
Paralegal Studies

SUNY Stony Brook   1993 — 1997
BA, History

Tom Yaeger Tom Yaeger Greater Los Angeles Area Details
Tom Yaeger's Succession Capital Alliance Experience October 2003 - February 2010
Job Director
Industry Financial Services
Experience
CapitalSource  January 2010 - Present
Succession Capital Alliance   October 2003 - February 2010
SCA  2003 - 2010
A. I Credit Corp.   April 1986 - August 2009
AIG  1987 - 2009
First City National Bank  1980 - 1986

Education
St. Edward's University   1979 — 1981
MBA

Lewis Tran, CLU, ChFC Lewis Tran, CLU, ChFC Orange County, California Area Details
Lewis Tran, CLU, ChFC's Succession Capital Alliance Experience June 2010 - September 2014
Job Senior Strategist at Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group  September 2014 - Present
Succession Capital Alliance   June 2010 - September 2014
First Choice Brokerage   August 2006 - June 2010
Pacific Life  January 1998 - August 2006

Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Business Planning, Strategy, IRAs, Strategic Planning, Marketing, Financial Planners, Management, Finance, Sales, Financial Services, Financial Planning, Leadership, Estate Planning

Education
California State Polytechnic University at   1992 — 1996
Bachelor of Science, Finance

Santa Barbara City College   1990 — 1992
Bachelor of Science (B.S.), Finance

Scott McVicker Scott McVicker Greater Denver Area Details
Scott McVicker's Succession Capital Alliance Experience January 2003 - February 2007
Job Life Insurance Premium Financing Specialist
Industry Financial Services
Experience
MCV Diversified Strategies   January 2003 - Present
Succession Capital Alliance   January 2003 - February 2007
Sagemark/Lincoln Financial Advisers   1993 - 1999
ERNST&YOUNG  1989 - 1992

Skills
Strategic Financial..., Life Insurance, High Net Worth..., Financial Advisory, Management, Premium Financing, Business Development, Finance, Sales, Investments, Asset Management, Private Equity

Education
Ohio Wesleyan University   1983 — 1987
BS Accounting, Accounting

Groves
HS Diploma