Talbot Financial Services
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Talbot Financial Services Employees
Employee
Years
Job
Industry
Lucas Covington Lucas Covington's Talbot Financial Services Experience June 2001 - October 2001
Job Assistant Vice President/CIO at New Mexico Student Loans
Industry Information Technology and Services
Experience
New Mexico Student Loans November 2012 - Present
Presbyterian Healthcare Services December 2011 - November 2012
Chickasaw Nation Industries, Inc. November 2010 - December 2011
Chickasaw Nation Industries, Inc. September 2007 - October 2010
Chickasaw Nation Industries, Inc. October 2006 - September 2007
Chickasaw Nation Industries, Inc. September 2004 - October 2006
Chickasaw Nation Industries, Inc. October 2001 - September 2004
Talbot Financial Services June 2001 - October 2001
Talbot Financial Services December 2000 - June 2001
Skills
IT Strategy, Enterprise Architecture, Troux, SDLC, ITIL, IT Service Management, ITIL Process..., COBIT, IT Management, Program Management, Project Management, Microsoft SQL Server, Microsoft Servers, HP Service Manager, HP Service Center, Business Intelligence, Business Development, Strategic Planning, Data Center, Visio, MS Project, Call Center, IVR, ACD, Unified Communications, Disaster Recovery, Process Improvement, VMware, Servers, Business Analysis, Windows Server, Databases, Microsoft Exchange, Information Technology, Cross-functional Team..., Networking, SQL, Help Desk Support, Testing, Call Centers, Technical Support
Education
Webster University, Albuquerque, New Mexico 2002 — 2004
Master of Arts, Computer Information Resource Management
Santa Fe University of Art and Design
Bachelor of Arts, Management Information Systems
New Mexico Student Loans November 2012 - Present
Presbyterian Healthcare Services December 2011 - November 2012
Chickasaw Nation Industries, Inc. November 2010 - December 2011
Chickasaw Nation Industries, Inc. September 2007 - October 2010
Chickasaw Nation Industries, Inc. October 2006 - September 2007
Chickasaw Nation Industries, Inc. September 2004 - October 2006
Chickasaw Nation Industries, Inc. October 2001 - September 2004
Talbot Financial Services June 2001 - October 2001
Talbot Financial Services December 2000 - June 2001
Skills
IT Strategy, Enterprise Architecture, Troux, SDLC, ITIL, IT Service Management, ITIL Process..., COBIT, IT Management, Program Management, Project Management, Microsoft SQL Server, Microsoft Servers, HP Service Manager, HP Service Center, Business Intelligence, Business Development, Strategic Planning, Data Center, Visio, MS Project, Call Center, IVR, ACD, Unified Communications, Disaster Recovery, Process Improvement, VMware, Servers, Business Analysis, Windows Server, Databases, Microsoft Exchange, Information Technology, Cross-functional Team..., Networking, SQL, Help Desk Support, Testing, Call Centers, Technical Support
Education
Webster University, Albuquerque, New Mexico 2002 — 2004
Master of Arts, Computer Information Resource Management
Santa Fe University of Art and Design
Bachelor of Arts, Management Information Systems
John Hershock John Hershock's Talbot Financial Services Experience February 1996 - July 1998
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
Patty Villani Patty Villani's Talbot Financial Services Experience April 1994 - November 1997
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners November 2010 - Present
Resource America Inc August 2009 - October 2010
LEAF Financial Corporation 2006 - 2009
Citizens Bank 2003 - 2005
NFC Consulting (affiliate of Talbot Financial Services November 1997 - December 1999
Talbot Financial Services April 1994 - November 1997
Safeco Life 1989 - 1994
Skills
Series 7, Series 63, Alternative Investments, Qualified Retirement..., Financial Services, Capital Markets, Private Equity, Variable Annuities, Fixed Annuities, Salesforce.com, 401k, Finance, Portfolio Management, Investments, Series 6, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
University of Phoenix
Franklin Square Capital Partners November 2010 - Present
Resource America Inc August 2009 - October 2010
LEAF Financial Corporation 2006 - 2009
Citizens Bank 2003 - 2005
NFC Consulting (affiliate of Talbot Financial Services November 1997 - December 1999
Talbot Financial Services April 1994 - November 1997
Safeco Life 1989 - 1994
Skills
Series 7, Series 63, Alternative Investments, Qualified Retirement..., Financial Services, Capital Markets, Private Equity, Variable Annuities, Fixed Annuities, Salesforce.com, 401k, Finance, Portfolio Management, Investments, Series 6, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
University of Phoenix
Caroline Welsh, CLTC Caroline Welsh, CLTC's Talbot Financial Services Experience May 1999 - April 2005
Job Regional LTC Wholesaler at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
Genworth Financial April 2007 - June 2012
Symetra/ TFS Training April 2005 - March 2007
Talbot Financial Services May 1999 - April 2005
Skills
Variable Annuities, Series 63, Long-term Care, Series 7, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Retirement, Series 24, CLTC, Fixed Annuities, Retirement Planning, Investments, Financial Services, Sales, Wealth Management, Series 6, Management, Financial Planning, Financial Advisory
Education
Towson University 1978 — 1980
BS, Finance and Marketing
Washington College 1976 — 1978
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
Genworth Financial April 2007 - June 2012
Symetra/ TFS Training April 2005 - March 2007
Talbot Financial Services May 1999 - April 2005
Skills
Variable Annuities, Series 63, Long-term Care, Series 7, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, Retirement, Series 24, CLTC, Fixed Annuities, Retirement Planning, Investments, Financial Services, Sales, Wealth Management, Series 6, Management, Financial Planning, Financial Advisory
Education
Towson University 1978 — 1980
BS, Finance and Marketing
Washington College 1976 — 1978
Shelly Maas Shelly Maas's Talbot Financial Services Experience March 1994 - May 1996
Job Licensed Financial Services Professional
Industry Investment Management
Experience
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Jennifer Rommel, CIMA® Jennifer Rommel, CIMA®'s Talbot Financial Services Experience 1998 - 1999
Job Regional Director at Baron Capital
Industry Financial Services
Experience
Baron Capital Group, Inc. September 2014 - Present
Touchstone Investments November 2000 - August 2014
CNA 1999 - 2000
Talbot Financial Services 1998 - 1999
Nuveen 1994 - 1998
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor's degree, Finance
University of Pennsylvania - The Wharton School
CIMA®
Baron Capital Group, Inc. September 2014 - Present
Touchstone Investments November 2000 - August 2014
CNA 1999 - 2000
Talbot Financial Services 1998 - 1999
Nuveen 1994 - 1998
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor's degree, Finance
University of Pennsylvania - The Wharton School
CIMA®
Laura Friedel Laura Friedel's Talbot Financial Services Experience June 2000 - January 2001
Job Staff Director/Clerk, Labor/HHS Appropriations Subcommittee at U.S. Senate Committee on Appropriations
Industry Government Relations
Experience
U.S. Senate Committee on Appropriations January 2015 - Present
U.S. Senate Committee on Appropriations February 2011 - January 2015
U.S. Senator Richard Shelby February 2007 - February 2011
U.S. Senator Richard Shelby December 2004 - February 2007
U.S. Senator Zell Miller February 2001 - December 2004
Talbot Financial Services June 2000 - January 2001
Skills
Appropriations, Health Policy, Education Policy, labor policy, Defense Policy, Foreign Policy, Legislation, Supervisory Management, Legislative Policy, politics, Strategic Communications, Politics, Policy, Government, Grassroots, Legislative Affairs, Legislative Research, Legislative Relations, Public Policy, Coalitions, Public Affairs, Policy Analysis, Political Campaigns
Education
The Johns Hopkins University 2002 — 2003
Master of Arts (MA), International Relations and Government Affairs
Bucknell University 1996 — 2000
Bachelor of Arts (BA), History and Political Science
U.S. Senate Committee on Appropriations January 2015 - Present
U.S. Senate Committee on Appropriations February 2011 - January 2015
U.S. Senator Richard Shelby February 2007 - February 2011
U.S. Senator Richard Shelby December 2004 - February 2007
U.S. Senator Zell Miller February 2001 - December 2004
Talbot Financial Services June 2000 - January 2001
Skills
Appropriations, Health Policy, Education Policy, labor policy, Defense Policy, Foreign Policy, Legislation, Supervisory Management, Legislative Policy, politics, Strategic Communications, Politics, Policy, Government, Grassroots, Legislative Affairs, Legislative Research, Legislative Relations, Public Policy, Coalitions, Public Affairs, Policy Analysis, Political Campaigns
Education
The Johns Hopkins University 2002 — 2003
Master of Arts (MA), International Relations and Government Affairs
Bucknell University 1996 — 2000
Bachelor of Arts (BA), History and Political Science
Missy Price Missy Price's Talbot Financial Services Experience April 1994 - June 1997
Job Communications Consultant, RS Marketing at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Prudential Financial May 2008 - December 2010
Prudential Financial May 2003 - May 2008
WealthSense November 2000 - October 2002
CNA Insurance May 1998 - November 2000
Van Kampen Investments June 1997 - May 1998
Talbot Financial Services April 1994 - June 1997
Skills
Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Media Relations, Internal Communications, Strategic Planning, Public Speaking, Marketing Strategy, Marketing, Event Planning, Strategy
Education
DePaul University 1995 — 1997
Master of Arts (M.A.), Corporate Communication
The Ohio State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, General
MassMutual Financial Group January 2015 - Present
Prudential Financial May 2008 - December 2010
Prudential Financial May 2003 - May 2008
WealthSense November 2000 - October 2002
CNA Insurance May 1998 - November 2000
Van Kampen Investments June 1997 - May 1998
Talbot Financial Services April 1994 - June 1997
Skills
Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Media Relations, Internal Communications, Strategic Planning, Public Speaking, Marketing Strategy, Marketing, Event Planning, Strategy
Education
DePaul University 1995 — 1997
Master of Arts (M.A.), Corporate Communication
The Ohio State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, General
Megan Pfeiffer Megan Pfeiffer's Talbot Financial Services Experience 1998 - 2000
Job Annuity Sales Director at Agents Marketing Group
Industry Financial Services
Experience
Agents' Marketing Group March 2015 - Present
New York Life Insurance Company January 2014 - March 2015
Argentus Partners July 2011 - August 2013
Walton International Group May 2009 - June 2011
Nationwide Financial 2006 - 2007
Talbot Financial Services 1998 - 2000
Skills
Series 63, Sales Management, New Business Development, Series 7, Sales, Strategic Planning, Business Development, Account Management, FINRA, Mutual Funds, Alternative Investments, Marketing Strategy, Sales Process, Negotiation, Management, Financial Advisory, Selling, Investments, Retirement Planning, Asset Management, Leadership, Life Insurance, Salesforce.com, Real Estate
Education
Miami University 1988 — 1992
Business
Roswell High School
Agents' Marketing Group March 2015 - Present
New York Life Insurance Company January 2014 - March 2015
Argentus Partners July 2011 - August 2013
Walton International Group May 2009 - June 2011
Nationwide Financial 2006 - 2007
Talbot Financial Services 1998 - 2000
Skills
Series 63, Sales Management, New Business Development, Series 7, Sales, Strategic Planning, Business Development, Account Management, FINRA, Mutual Funds, Alternative Investments, Marketing Strategy, Sales Process, Negotiation, Management, Financial Advisory, Selling, Investments, Retirement Planning, Asset Management, Leadership, Life Insurance, Salesforce.com, Real Estate
Education
Miami University 1988 — 1992
Business
Roswell High School
Michael Weigner, CIMA®, CRPC® Michael Weigner, CIMA®, CRPC®'s Talbot Financial Services Experience 1995 - 1999
Job VP/Senior Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds March 1999 - Present
Talbot Financial Services 1995 - 1999
Skills
Series 7, 401k, Asset Allocation, Series 63, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School
CIMA®
Penn State University 1986 — 1990
BS, Aerospace Engineering
OppenheimerFunds March 1999 - Present
Talbot Financial Services 1995 - 1999
Skills
Series 7, 401k, Asset Allocation, Series 63, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School
CIMA®
Penn State University 1986 — 1990
BS, Aerospace Engineering
Rebecca Crimmins Rebecca Crimmins's Talbot Financial Services Experience 1996 - 1998
Job Sales & Marketing Professional
Industry Financial Services
Experience
Edward Jones November 2014 - July 2015
TailorWell, Inc. September 2012 - December 2013
Symetra 2008 - 2012
Symetra Financial 2003 - 2008
Symetra 2001 - 2003
Symetra 2000 - 2001
Symetra 1998 - 2000
Talbot Financial Services 1996 - 1998
Skills
Sales Management, Sales Operations, Sales, Marketing, Employee Benefits, Marketing Strategy, Cross-functional Team..., Strategy, Product Management, Strategic Planning, Business Strategy, Social Media Marketing, Project Management, Product Marketing, Account Management, Salesforce.com, Marketing Management, Team Building, Business Development
Education
Oregon State University
Bachelor of Science (BS), Human Nutrition
Edward Jones November 2014 - July 2015
TailorWell, Inc. September 2012 - December 2013
Symetra 2008 - 2012
Symetra Financial 2003 - 2008
Symetra 2001 - 2003
Symetra 2000 - 2001
Symetra 1998 - 2000
Talbot Financial Services 1996 - 1998
Skills
Sales Management, Sales Operations, Sales, Marketing, Employee Benefits, Marketing Strategy, Cross-functional Team..., Strategy, Product Management, Strategic Planning, Business Strategy, Social Media Marketing, Project Management, Product Marketing, Account Management, Salesforce.com, Marketing Management, Team Building, Business Development
Education
Oregon State University
Bachelor of Science (BS), Human Nutrition
Lawrence D. Dickman's Talbot Financial Services Experience December 1998 - May 2003
Job Branch Manager at MB Financial Bank
Industry Banking
Experience
MB FINANCIAL PRIVATE BANK April 2008 - Present
Wintrust Bank Chicago 2012 - 2015
Wintrust Bank Chicago 2012 - 2015
Washington Mutual October 2003 - April 2008
TALBOT FINANCIAL SERVICES December 1998 - May 2003
HARTFIELD MANAGEMENT, INC January 1996 - January 1998
KEMPER FINANCIAL SERVICES, INC January 1993 - January 1995
MODERN MANAGEMENT, INC January 1988 - January 1993
JOHN NUVEEN AND COMPANY, INC January 1983 - January 1986
Skills
Banking, Sales Management, Mutual Funds, Annuities, Investments, Wealth Management, Insurance, Retail Banking, Financial Services, Fixed Annuities
Education
Quinlan School of Business, Loyola University Chicago 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics - Finance
MB FINANCIAL PRIVATE BANK April 2008 - Present
Wintrust Bank Chicago 2012 - 2015
Wintrust Bank Chicago 2012 - 2015
Washington Mutual October 2003 - April 2008
TALBOT FINANCIAL SERVICES December 1998 - May 2003
HARTFIELD MANAGEMENT, INC January 1996 - January 1998
KEMPER FINANCIAL SERVICES, INC January 1993 - January 1995
MODERN MANAGEMENT, INC January 1988 - January 1993
JOHN NUVEEN AND COMPANY, INC January 1983 - January 1986
Skills
Banking, Sales Management, Mutual Funds, Annuities, Investments, Wealth Management, Insurance, Retail Banking, Financial Services, Fixed Annuities
Education
Quinlan School of Business, Loyola University Chicago 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Economics - Finance
Mike Korthaus's Talbot Financial Services Experience April 1994 - June 2001
Job Vice President National Accounts Protective Life Insurance Co.
Industry Insurance
Experience
Protective Life June 2006 - Present
Symetra Financial June 2001 - October 2005
Talbot Financial Services April 1994 - June 2001
Skills
Annuity, Annuities, Series 63, Long Term Care, Insurance, Fixed Annuities, Long-term Care, Life Insurance, Series 7, Series 6, Sales Operations, Mutual Funds, Variable Annuities, Banking, Sales, Sales Management, IRAs, Retirement Planning, Account Management, Term Life Insurance, Retirement, Business Development, Financial Services, Series 24, Disability Insurance, Series 65, 401k
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Business
Mississippi State University 1975 — 1977
Business Administration, Management and Operations
Protective Life June 2006 - Present
Symetra Financial June 2001 - October 2005
Talbot Financial Services April 1994 - June 2001
Skills
Annuity, Annuities, Series 63, Long Term Care, Insurance, Fixed Annuities, Long-term Care, Life Insurance, Series 7, Series 6, Sales Operations, Mutual Funds, Variable Annuities, Banking, Sales, Sales Management, IRAs, Retirement Planning, Account Management, Term Life Insurance, Retirement, Business Development, Financial Services, Series 24, Disability Insurance, Series 65, 401k
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Business
Mississippi State University 1975 — 1977
Business Administration, Management and Operations