Tarkenton Financial
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Tarkenton Financial Employees
Employee
Years
Job
Industry
Beth Delaurentis Beth Delaurentis's Tarkenton Financial Experience 2005 - 2007
Job Branch Office Administrator at Edward Jones
Industry Mechanical or Industrial Engineering
Experience
Edward Jones September 2013 - Present
Catalyst Exhibits August 2011 - September 2013
Catalyst Exhibits October 2009 - July 2011
RTM & Associates 2007 - 2009
Tarkenton Financial 2005 - 2007
Stark Carpet & Fabric 2002 - 2005
Skills
AutoCAD, Microsoft Office, Adobe Creative Suite
Education
Florida Atlantic University 1998 — 2002
Bachelors, Graphic Design
Edward Jones September 2013 - Present
Catalyst Exhibits August 2011 - September 2013
Catalyst Exhibits October 2009 - July 2011
RTM & Associates 2007 - 2009
Tarkenton Financial 2005 - 2007
Stark Carpet & Fabric 2002 - 2005
Skills
AutoCAD, Microsoft Office, Adobe Creative Suite
Education
Florida Atlantic University 1998 — 2002
Bachelors, Graphic Design
Hollie Gandy Hollie Gandy's Tarkenton Financial Experience 2009 - 2010
Job Insurance consultant and financial advisor
Industry Financial Services
Experience
Senior Solutions Group March 2004 - Present
Prepaid Legal Services Inc. 2010 - 2011
Prepaid Legal Services, Inc 2010 - 2010
NAIFA 2009 - 2010
Kings Networking 2009 - 2010
Plea Club 2009 - 2010
Harrington Cancer Fund-raiser 2009 - 2010
Trinity Fellowship Church 2009 - 2010
Tarkenton Financial 2009 - 2010
NAHU 2008 - 2010
Skills
Recruiting, Medicare, Insurance, Public Speaking, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Retirement, Marketing, Customer Service, Strategic Planning, Fundraising, Social Media, Retirement Planning, Life Insurance, Non-profits, Team Building
Education
Baylor University 1973 — 1977
Bachelor of Business Administration (BBA), Finance & Mgmt
Dumas High
Finance & Music
Senior Solutions Group March 2004 - Present
Prepaid Legal Services Inc. 2010 - 2011
Prepaid Legal Services, Inc 2010 - 2010
NAIFA 2009 - 2010
Kings Networking 2009 - 2010
Plea Club 2009 - 2010
Harrington Cancer Fund-raiser 2009 - 2010
Trinity Fellowship Church 2009 - 2010
Tarkenton Financial 2009 - 2010
NAHU 2008 - 2010
Skills
Recruiting, Medicare, Insurance, Public Speaking, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Retirement, Marketing, Customer Service, Strategic Planning, Fundraising, Social Media, Retirement Planning, Life Insurance, Non-profits, Team Building
Education
Baylor University 1973 — 1977
Bachelor of Business Administration (BBA), Finance & Mgmt
Dumas High
Finance & Music
Shawn Tromiczak Shawn Tromiczak's Tarkenton Financial Experience August 2008 - June 2010
Job Marketing Director at Halverson and Blaiser Group, Ltd.
Industry Marketing and Advertising
Experience
Byte Technology February 2015 - Present
Halverson and Blaiser Group, Ltd. February 2014 - Present
St. Paul Pioneer Press July 2013 - January 2014
Register Media April 2013 - July 2013
Register Media January 2013 - April 2013
Minnesota Safe Money LLC February 2009 - December 2012
ECA Marketing August 2010 - January 2012
Tarkenton Financial August 2008 - June 2010
Allianz April 2001 - July 2008
Advanced Imaging MRI April 2000 - April 2001
Skills
Marketing Strategy, Advertising, New Business Development, Digital Marketing, CRM, Strategic Planning, Social Media, Marketing, Sales Management, Strategy, SEO, Copywriting, Coaching, Team Building, Public Speaking, Product Development, Media Buying, Email Marketing, PPC, Digital Strategy, Facebook Marketing, YouTube, Yahoo Search Marketing, Customer Relations, Wholesaling, Search Advertising, Real Estate Marketing, Web Design, Web Analytics, Web Content Management, Blogging, Customer Service, Social Media Marketing
Education
University of Wisconsin-Madison 1992 — 1995
BA, Journalism
St. Cloud State University 1991 — 1992
Byte Technology February 2015 - Present
Halverson and Blaiser Group, Ltd. February 2014 - Present
St. Paul Pioneer Press July 2013 - January 2014
Register Media April 2013 - July 2013
Register Media January 2013 - April 2013
Minnesota Safe Money LLC February 2009 - December 2012
ECA Marketing August 2010 - January 2012
Tarkenton Financial August 2008 - June 2010
Allianz April 2001 - July 2008
Advanced Imaging MRI April 2000 - April 2001
Skills
Marketing Strategy, Advertising, New Business Development, Digital Marketing, CRM, Strategic Planning, Social Media, Marketing, Sales Management, Strategy, SEO, Copywriting, Coaching, Team Building, Public Speaking, Product Development, Media Buying, Email Marketing, PPC, Digital Strategy, Facebook Marketing, YouTube, Yahoo Search Marketing, Customer Relations, Wholesaling, Search Advertising, Real Estate Marketing, Web Design, Web Analytics, Web Content Management, Blogging, Customer Service, Social Media Marketing
Education
University of Wisconsin-Madison 1992 — 1995
BA, Journalism
St. Cloud State University 1991 — 1992
Victor Boltniew Victor Boltniew's Tarkenton Financial Experience 2006 - Present
Job Owner at Tennessee Valley Retirement Solutions
Industry Financial Services
Experience
Tarkenton Financial 2006 - Present
Tennessee Valley Retirement Solutions August 2003 - Present
GE Capital and Genworth Financial September 1994 - August 2003
GE Financial Assurance 1994 - 2003
Med Monitoring Systems, INC July 1989 - September 1994
Skills
Long-term Care, Retirement Planning, Life Insurance, Retirement, Roth IRA, Asset Management, 401k Rollovers, Universal Life, Portfolio Management, Investments, Financial Education, Asset Protection, Health Insurance, Investment Advisory, Insurance, Financial Analysis, Underwriting, Medicare, Fixed Annuities, 401k, Finance, Coaching, Whole Life, Strategic Financial..., Financial Services, Wealth Management, Long Term Care Insurance, Asset Allocation, Wealth Accumulation, Financial Modeling, Term Life Insurance, Estate Planning, Business Planning, Mutual Funds, Financial Planners, Pensions, Strategic Planning, Income Protection, Securities, Wealth, IRAs, Financial Advisory, Sales, Small Business, Disability Insurance, Critical Illness, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 1986 — 1988
MBA, Marketing
Clemson University 1977 — 1981
BS, Financial Management
Tarkenton Financial 2006 - Present
Tennessee Valley Retirement Solutions August 2003 - Present
GE Capital and Genworth Financial September 1994 - August 2003
GE Financial Assurance 1994 - 2003
Med Monitoring Systems, INC July 1989 - September 1994
Skills
Long-term Care, Retirement Planning, Life Insurance, Retirement, Roth IRA, Asset Management, 401k Rollovers, Universal Life, Portfolio Management, Investments, Financial Education, Asset Protection, Health Insurance, Investment Advisory, Insurance, Financial Analysis, Underwriting, Medicare, Fixed Annuities, 401k, Finance, Coaching, Whole Life, Strategic Financial..., Financial Services, Wealth Management, Long Term Care Insurance, Asset Allocation, Wealth Accumulation, Financial Modeling, Term Life Insurance, Estate Planning, Business Planning, Mutual Funds, Financial Planners, Pensions, Strategic Planning, Income Protection, Securities, Wealth, IRAs, Financial Advisory, Sales, Small Business, Disability Insurance, Critical Illness, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 1986 — 1988
MBA, Marketing
Clemson University 1977 — 1981
BS, Financial Management
JP Van Dyke JP Van Dyke's Tarkenton Financial Experience 2005 - 2006
Job JAC Consulting a Political and Business Technology Consulting Firm & CEO Xtreaming Live. A Live Streaming Broadcast Firm
Industry Broadcast Media
Experience
Xtreaming Live LLC June 2014 - Present
JAC Consulting May 2004 - Present
Structure Financial February 2003 - July 2011
HealthSpring 2002 - 2008
Tarkenton Financial 2005 - 2006
Skills
Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Strategic Communications, Marketing, Leadership, Sales, Political Campaigns, Strategy, Entrepreneurship, Management Consulting, Management, Advertising, Fundraising, New Business Development, Strategic Partnerships, Nonprofits, Business Planning, Campaigns, Consulting, Project Planning, Selling, Time Management, Politics, Political Consulting, Grassroots Organizing, Lead Generation, Business Development, Leadership Development, Coalitions, Legislative Relations
Education
University of Maryland College Park
Xtreaming Live LLC June 2014 - Present
JAC Consulting May 2004 - Present
Structure Financial February 2003 - July 2011
HealthSpring 2002 - 2008
Tarkenton Financial 2005 - 2006
Skills
Social Media, Social Networking, Social Media Marketing, Marketing Strategy, Strategic Communications, Marketing, Leadership, Sales, Political Campaigns, Strategy, Entrepreneurship, Management Consulting, Management, Advertising, Fundraising, New Business Development, Strategic Partnerships, Nonprofits, Business Planning, Campaigns, Consulting, Project Planning, Selling, Time Management, Politics, Political Consulting, Grassroots Organizing, Lead Generation, Business Development, Leadership Development, Coalitions, Legislative Relations
Education
University of Maryland College Park
Jeff Geraci Jeff Geraci's Tarkenton Financial Experience November 2006 - August 2007
Job Financial Consultant at Intervest International, Inc.
Industry Financial Services
Experience
Intervest International May 2010 - Present
Virginia Asset Group September 2007 - October 2008
Tarkenton Financial November 2006 - August 2007
First Command Financial Planning July 2001 - November 2006
First Command Financial Planning July 1994 - June 2001
First Command Financial Planning May 1988 - June 1994
US Army 1983 - 1988
Skills
Leadership, Investments, Strategic Planning, Finance, Risk Management, Training, Insurance, Retirement, Sales, Financial Advisory, Recruiting, Strategic Financial..., Tax-Free Retirement..., Life Insurance, Military Benefits
Education
United States Military Academy at West Point 1979 — 1983
B.S., Computer Science
Tabor Academy
Intervest International May 2010 - Present
Virginia Asset Group September 2007 - October 2008
Tarkenton Financial November 2006 - August 2007
First Command Financial Planning July 2001 - November 2006
First Command Financial Planning July 1994 - June 2001
First Command Financial Planning May 1988 - June 1994
US Army 1983 - 1988
Skills
Leadership, Investments, Strategic Planning, Finance, Risk Management, Training, Insurance, Retirement, Sales, Financial Advisory, Recruiting, Strategic Financial..., Tax-Free Retirement..., Life Insurance, Military Benefits
Education
United States Military Academy at West Point 1979 — 1983
B.S., Computer Science
Tabor Academy
Frank Gutta Frank Gutta's Tarkenton Financial Experience 2008 - Present
Job Owner, Frank Gutta CPA
Industry Accounting
Experience
Tarkenton Financial 2008 - Present
Frank Gutta & Co. CPA's, PA December 1985 - Present
Vistage Florida 2009 - 2012
Tie 2009 - 2012
Rotary Club Fort lauderdale 2000 - 2012
Woman in Distress 2008 - 2010
Woman in Distress 2008 - 2009
Seidman BDO January 1982 - December 1985
Skills
Tax, Financial Planning, Accounting, Small Business, Quickbooks, Real Estate, Payroll, Tax Preparation, Income Tax, Budgeting, Bookkeeping, Financial Analysis, Tax Returns, Business Planning, Insurance, Management Consulting, Estate Planning, Corporate Tax, Cash Flow, Strategic Financial..., QuickBooks, Budgets, CPA, Financial Planners, Strategic Planning, Entrepreneurship, Tax Accounting, Financial Advisory, Finance, High Net Worth..., Mergers & Acquisitions, Leadership, Sales Tax, Payroll Taxes, Partnership Taxation, Estate Tax Planning, GAAP, Tax Research, Forensic Accounting
Education
Nova Southeastern University 1982 — 1985
Tarkenton Financial 2008 - Present
Frank Gutta & Co. CPA's, PA December 1985 - Present
Vistage Florida 2009 - 2012
Tie 2009 - 2012
Rotary Club Fort lauderdale 2000 - 2012
Woman in Distress 2008 - 2010
Woman in Distress 2008 - 2009
Seidman BDO January 1982 - December 1985
Skills
Tax, Financial Planning, Accounting, Small Business, Quickbooks, Real Estate, Payroll, Tax Preparation, Income Tax, Budgeting, Bookkeeping, Financial Analysis, Tax Returns, Business Planning, Insurance, Management Consulting, Estate Planning, Corporate Tax, Cash Flow, Strategic Financial..., QuickBooks, Budgets, CPA, Financial Planners, Strategic Planning, Entrepreneurship, Tax Accounting, Financial Advisory, Finance, High Net Worth..., Mergers & Acquisitions, Leadership, Sales Tax, Payroll Taxes, Partnership Taxation, Estate Tax Planning, GAAP, Tax Research, Forensic Accounting
Education
Nova Southeastern University 1982 — 1985
Stephen Flecker Stephen Flecker's Tarkenton Financial Experience February 2006 - August 2007
Job District Sales Coordinator at Aflac NY
Industry Insurance
Experience
Aflac NY January 2005 - Present
RRI 2015 - 2015
RRI 2015 - 2015
Aflac 2004 - April 2014
HIA 2005 - 2010
Tarkenton financial February 2006 - August 2007
Aflac NY May 2004 - January 2005
National Income 2002 - 2004
SGF consulting October 1989 - August 2003
Tel Force 2000 - 2002
Skills
Dental, Accident, Hospitals, Sickness, Insurance, Health Insurance, Supplemental Insurance, Employee Benefits, Sales Management, Disability Insurance, Team Building, Benefits, Healthcare, Coaching, Group Benefits, Mentoring, Small Business, New Business Development, Critical Illness, Cold Calling, Employee Relations, Leadership, Marketing, Dentistry, Life Insurance, Recruiting, Whole Life, Long-term Care, Illness, Sales, Training, Fixed Annuities, Health Savings Accounts, Brokers, Claim, Universal Life, Workers Compensation, B2B, Entrepreneurship, Flexible Spending...
Education
Pace University 1984 — 1988
BBA, Entrepeneurial Management
port jeff high school 1980 — 1984
high school diploma, general
Aflac NY January 2005 - Present
RRI 2015 - 2015
RRI 2015 - 2015
Aflac 2004 - April 2014
HIA 2005 - 2010
Tarkenton financial February 2006 - August 2007
Aflac NY May 2004 - January 2005
National Income 2002 - 2004
SGF consulting October 1989 - August 2003
Tel Force 2000 - 2002
Skills
Dental, Accident, Hospitals, Sickness, Insurance, Health Insurance, Supplemental Insurance, Employee Benefits, Sales Management, Disability Insurance, Team Building, Benefits, Healthcare, Coaching, Group Benefits, Mentoring, Small Business, New Business Development, Critical Illness, Cold Calling, Employee Relations, Leadership, Marketing, Dentistry, Life Insurance, Recruiting, Whole Life, Long-term Care, Illness, Sales, Training, Fixed Annuities, Health Savings Accounts, Brokers, Claim, Universal Life, Workers Compensation, B2B, Entrepreneurship, Flexible Spending...
Education
Pace University 1984 — 1988
BBA, Entrepeneurial Management
port jeff high school 1980 — 1984
high school diploma, general
Dean Bernat Dean Bernat's Tarkenton Financial Experience August 2011 - Present
Job Benefits and Financial Representative
Industry Insurance
Experience
Colonial Supplemental Insurance October 2007 - Present
Tarkenton Financial August 2011 - Present
Legal Shields 2013 - 2014
Legal Shields 2013 - 2014
Aetna 2012 - December 2013
RBS World Pay (Citizens Bank) July 2001 - July 2006
NASE (National Association for the Self Employed) October 1991 - August 1999
Skills
Employee Benefits, Health Insurance, Annuities, Insurance, Benefits, Long Term Care, Disability Insurance, Life Insurance, Sales
Education
Niagara University 1972 — 1976
BS, Business Admin, Concentration - Marketing
Colonial Supplemental Insurance October 2007 - Present
Tarkenton Financial August 2011 - Present
Legal Shields 2013 - 2014
Legal Shields 2013 - 2014
Aetna 2012 - December 2013
RBS World Pay (Citizens Bank) July 2001 - July 2006
NASE (National Association for the Self Employed) October 1991 - August 1999
Skills
Employee Benefits, Health Insurance, Annuities, Insurance, Benefits, Long Term Care, Disability Insurance, Life Insurance, Sales
Education
Niagara University 1972 — 1976
BS, Business Admin, Concentration - Marketing
Jay Laing, CLU ChFC Jay Laing, CLU ChFC's Tarkenton Financial Experience October 2003 - Present
Job Authorized Representative, Tarkenton Financial, LLC
Industry Financial Services
Experience
James T. (Jay) Laing, CLU, ChFC June 1976 - Present
Tarkenton Financial October 2003 - Present
Plantation Realty Group @ Coastal Results Realty September 2014 - Present
New England Financial January 1978 - January 2001
Skills
Chartered Financial..., Specializing in Safe..., Certified Financial..., Long Term Care, Financial Planning, Retirement, Retirement Income..., Asset Protection, Annuities, Insurance, Retirement Planning, Annuity, 401k, Estate Planning, IRA's, Wealth Management, Public Speaking, Term Life Insurance, Wealth Accumulation, Insurance Planning, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Strategic Financial..., Small Business, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Financial Services, Asset Management, Personal Finance, Disability Insurance, Roth IRA, Wealth, Whole Life, Universal Life, 401k Rollovers, Critical Illness, Finance, Health Insurance, Portfolio Management, Pensions, Employee Benefits
Education
Florida Atlantic University 1969 — 1972
Theater & Speech
Seabreeze HS 1965 — 1968
James T. (Jay) Laing, CLU, ChFC June 1976 - Present
Tarkenton Financial October 2003 - Present
Plantation Realty Group @ Coastal Results Realty September 2014 - Present
New England Financial January 1978 - January 2001
Skills
Chartered Financial..., Specializing in Safe..., Certified Financial..., Long Term Care, Financial Planning, Retirement, Retirement Income..., Asset Protection, Annuities, Insurance, Retirement Planning, Annuity, 401k, Estate Planning, IRA's, Wealth Management, Public Speaking, Term Life Insurance, Wealth Accumulation, Insurance Planning, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Strategic Financial..., Small Business, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Financial Services, Asset Management, Personal Finance, Disability Insurance, Roth IRA, Wealth, Whole Life, Universal Life, 401k Rollovers, Critical Illness, Finance, Health Insurance, Portfolio Management, Pensions, Employee Benefits
Education
Florida Atlantic University 1969 — 1972
Theater & Speech
Seabreeze HS 1965 — 1968
Fran Tarkenton Fran Tarkenton's Tarkenton Financial Experience 2003 - Present
Job CEO at GoSmallBiz.com; Tarkenton Co.; SmallBizClub.com
Industry Management Consulting
Experience
GoSmallBiz.com 1997 - Present
SmallBizClub 2013 - Present
Tarkenton Financial 2003 - Present
Tarkenton Companies 1996 - Present
Skills
Entrepreneurship, Small Business, Life Insurance, Retirement Planning, Strategic Financial..., Investments, Insurance, Marketing, Leadership, Advertising, Retirement, Financial Services, Fixed Annuities, Sales, Marketing Strategy, Business Planning, Strategic Planning, 401k, New Business Development, Long-term Care, IRAs, Financial Advisory, Employee Benefits, Business Strategy, Public Speaking, Strategic Partnerships, Online Marketing, Strategy, E-commerce, Online Advertising, Term Life Insurance, Email Marketing, Start-ups, Business Development, Team Building, Social Networking, Sales Management, Executive Management, SEO, Lead Generation, Business, Financial Planning
Education
The University of Georgia 1957 — 1961
GoSmallBiz.com 1997 - Present
SmallBizClub 2013 - Present
Tarkenton Financial 2003 - Present
Tarkenton Companies 1996 - Present
Skills
Entrepreneurship, Small Business, Life Insurance, Retirement Planning, Strategic Financial..., Investments, Insurance, Marketing, Leadership, Advertising, Retirement, Financial Services, Fixed Annuities, Sales, Marketing Strategy, Business Planning, Strategic Planning, 401k, New Business Development, Long-term Care, IRAs, Financial Advisory, Employee Benefits, Business Strategy, Public Speaking, Strategic Partnerships, Online Marketing, Strategy, E-commerce, Online Advertising, Term Life Insurance, Email Marketing, Start-ups, Business Development, Team Building, Social Networking, Sales Management, Executive Management, SEO, Lead Generation, Business, Financial Planning
Education
The University of Georgia 1957 — 1961
JC Clark JC Clark's Tarkenton Financial Experience February 2012 - Present
Job Independent Insurance Advisor & Connector
Industry Insurance
Experience
Tarkenton Financial February 2012 - Present
JC Clark Insurance Agency May 2002 - Present
Skills
Mindset, Insurance, Retirement Planning, Term Life Insurance, Group Benefits, Small Business, Strategic Planning, Marketing, Customer Service
Education
Fort Lewis College
BS, Business/ Marketing
Tarkenton Financial February 2012 - Present
JC Clark Insurance Agency May 2002 - Present
Skills
Mindset, Insurance, Retirement Planning, Term Life Insurance, Group Benefits, Small Business, Strategic Planning, Marketing, Customer Service
Education
Fort Lewis College
BS, Business/ Marketing
HUGO SCHIELKE HUGO SCHIELKE's Tarkenton Financial Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Tarkenton Financial January 2013 - Present
The World Bank 1972 - 1993
Skills
Retirement Planning, Wealth Management, Corporate Finance, Estate Planning, Finance, Equities, Strategic Financial..., Retirement, Investments, Investment Advisory, Mortgage Lending, Banking, Fixed Annuities, Series 63, Wealth Management..., Financial Services, Loans, Insurance, Private Equity, Mutual Funds, Financial Analysis, Hedge Funds, Valuation, Investment Banking, Financial Advisory, Credit, Capital Markets, IRAs, Portfolio Management, Wealth Accumulation, 401k Rollovers, Financial Modeling, Small Business, 401k, Long-term Care, Saving for Education
Education
American University 1967 — 1969
Master Business Administraton
Tarkenton Financial January 2013 - Present
The World Bank 1972 - 1993
Skills
Retirement Planning, Wealth Management, Corporate Finance, Estate Planning, Finance, Equities, Strategic Financial..., Retirement, Investments, Investment Advisory, Mortgage Lending, Banking, Fixed Annuities, Series 63, Wealth Management..., Financial Services, Loans, Insurance, Private Equity, Mutual Funds, Financial Analysis, Hedge Funds, Valuation, Investment Banking, Financial Advisory, Credit, Capital Markets, IRAs, Portfolio Management, Wealth Accumulation, 401k Rollovers, Financial Modeling, Small Business, 401k, Long-term Care, Saving for Education
Education
American University 1967 — 1969
Master Business Administraton
Hollie Gandy Hollie Gandy's Tarkenton Financial Experience 2008 - 2013
Job principal at Senior Solutions Group
Industry Financial Services
Experience
LegalShield, Independent Associate 2010 - Present
Senior Solutions Group March 2002 - Present
Safe Money Solutions Group 2012 - 2014
NAIFA 2012 - 2013
Tarkenton Financial 2008 - 2013
Senior Producer May 1999 - August 2002
Skills
Fixed Annuities, Insurance, Sales Management, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Insurance, Retirement, Strategic Planning, Small Business, 401k, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, Financial Advisory, Employee Benefits, Financial Planners, Asset Management, Strategic Financial...
Education
Baylor University
LegalShield, Independent Associate 2010 - Present
Senior Solutions Group March 2002 - Present
Safe Money Solutions Group 2012 - 2014
NAIFA 2012 - 2013
Tarkenton Financial 2008 - 2013
Senior Producer May 1999 - August 2002
Skills
Fixed Annuities, Insurance, Sales Management, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Insurance, Retirement, Strategic Planning, Small Business, 401k, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, Financial Advisory, Employee Benefits, Financial Planners, Asset Management, Strategic Financial...
Education
Baylor University
Bob Garbowski Bob Garbowski's Tarkenton Financial Experience Registered RepresentativeLegend EquitiesJune 2004 - June 2007
Job Associate at Tarkenton Financial
Industry Financial Services
Experience
Tarkenton Financial Registered RepresentativeLegend EquitiesJune 2004 - June 2007
GE Capital 2000 - 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, IRAs, Long-term Care, 401k, Term Life Insurance, Life Insurance, Estate Planning, Disability Insurance, Wealth Accumulation, Wealth Management, Financial Services
Education
Mercer County Community College
Sayreville War Memorial High School, Sayreville, New Jersey
Tarkenton Financial Registered RepresentativeLegend EquitiesJune 2004 - June 2007
GE Capital 2000 - 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, IRAs, Long-term Care, 401k, Term Life Insurance, Life Insurance, Estate Planning, Disability Insurance, Wealth Accumulation, Wealth Management, Financial Services
Education
Mercer County Community College
Sayreville War Memorial High School, Sayreville, New Jersey
Dwayne McDorman Dwayne McDorman's Tarkenton Financial Experience October 2011 - January 2014
Job Executive Recruiter at Premier Solutions International
Industry Marketing and Advertising
Experience
Premier Solutions International January 2014 - Present
Legal Shield, Inc. and ID Shield Inc. January 1999 - Present
Tarkenton Financial October 2011 - January 2014
United States Air Force January 1982 - August 1992
Skills
Strategic Planning, Mutual Funds, Investments, Retirement Planning, Wealth Management, Sales Management, New Business Development, Asset Managment, Series 63, Strategic Financial..., Team Building, Budgets, Asset Management, Cold Calling, Real Estate, Management, Retirement, Business Planning, Analysis, Negotiation, Loans, Contract Negotiation, Insurance, Team Leadership, Risk Management, Customer Service, Employee Benefits, Public Speaking, Entrepreneurship, Selling, Disability Insurance, Estate Planning, Life Insurance, Social Networking, Financial Planners, Coaching, Marketing, Term Life Insurance, Legal Assistance, Mortgage Lending, Financial Analysis, Identity Theft, Business Development, Fixed Annuities, Small Business, Sales, Career Counseling, Leadership, Underwriting, Banking
Education
U.S. Air Force Chaplain School 1990 — 1991
U.S. Air Force Chaplain
Arizona State University 1983 — 1985
Master's degree, 4.0
Premier Solutions International January 2014 - Present
Legal Shield, Inc. and ID Shield Inc. January 1999 - Present
Tarkenton Financial October 2011 - January 2014
United States Air Force January 1982 - August 1992
Skills
Strategic Planning, Mutual Funds, Investments, Retirement Planning, Wealth Management, Sales Management, New Business Development, Asset Managment, Series 63, Strategic Financial..., Team Building, Budgets, Asset Management, Cold Calling, Real Estate, Management, Retirement, Business Planning, Analysis, Negotiation, Loans, Contract Negotiation, Insurance, Team Leadership, Risk Management, Customer Service, Employee Benefits, Public Speaking, Entrepreneurship, Selling, Disability Insurance, Estate Planning, Life Insurance, Social Networking, Financial Planners, Coaching, Marketing, Term Life Insurance, Legal Assistance, Mortgage Lending, Financial Analysis, Identity Theft, Business Development, Fixed Annuities, Small Business, Sales, Career Counseling, Leadership, Underwriting, Banking
Education
U.S. Air Force Chaplain School 1990 — 1991
U.S. Air Force Chaplain
Arizona State University 1983 — 1985
Master's degree, 4.0
Kathryn Preston Kathryn Preston's Tarkenton Financial Experience September 2011 - January 2013
Job Senior Pricing Analyst at MedAssets
Industry Financial Services
Experience
MedAssets June 2014 - Present
MedAssets January 2013 - Present
Tarkenton Financial September 2011 - January 2013
Tarkenton Financial September 2011 - January 2013
Tarkenton Financial April 2011 - September 2011
King & Spalding LLP December 2009 - April 2011
Tennessee Department of Financial Institutions July 2008 - November 2009
Skills
Financial Analysis, Auditing, Compliance Audits, Revenue Recognition, Revenue Analysis, Revenue Reporting, Fixed Annuities, Retirement Planning, Retirement, 401k, Strategic Planning, Mutual Funds, Management, Analysis, Insurance, Budgets, Accounting, Finance, Customer Service, Sales, Leadership, Microsoft Excel, Process Improvement
Education
University of Tennessee-Knoxville 2004 — 2008
BSBA, Finance, Economics, International Business
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
BSBA, Finance, International Business
MedAssets June 2014 - Present
MedAssets January 2013 - Present
Tarkenton Financial September 2011 - January 2013
Tarkenton Financial September 2011 - January 2013
Tarkenton Financial April 2011 - September 2011
King & Spalding LLP December 2009 - April 2011
Tennessee Department of Financial Institutions July 2008 - November 2009
Skills
Financial Analysis, Auditing, Compliance Audits, Revenue Recognition, Revenue Analysis, Revenue Reporting, Fixed Annuities, Retirement Planning, Retirement, 401k, Strategic Planning, Mutual Funds, Management, Analysis, Insurance, Budgets, Accounting, Finance, Customer Service, Sales, Leadership, Microsoft Excel, Process Improvement
Education
University of Tennessee-Knoxville 2004 — 2008
BSBA, Finance, Economics, International Business
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
BSBA, Finance, International Business
Jennifer Sikes's Tarkenton Financial Experience April 2012 - Present
Job Product Support Specialist at Tarkenton Financial
Industry Financial Services
Experience
Tarkenton Financial April 2012 - Present
Formation Capital March 2011 - April 2012
Tarkenton Financial November 2007 - April 2011
Legacy Mortgage Associates July 2006 - September 2007
Accredited Home Lenders 2005 - 2006
Skills
Annuities, Retirement Planning, Insurance, Sales Management, Financial Analysis
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Finance
Tarkenton Financial April 2012 - Present
Formation Capital March 2011 - April 2012
Tarkenton Financial November 2007 - April 2011
Legacy Mortgage Associates July 2006 - September 2007
Accredited Home Lenders 2005 - 2006
Skills
Annuities, Retirement Planning, Insurance, Sales Management, Financial Analysis
Education
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Finance
Rachel Swieter Rachel Swieter's Tarkenton Financial Experience June 2007 - March 2009
Job AVP, Digital Mobile & Web UX and Optimization at Assurant Solutions
Industry Marketing and Advertising
Experience
Assurant Solutions June 2014 - Present
Protect Your Bubble November 2013 - June 2014
Protect Your Bubble June 2012 - November 2013
Protect Your Bubble September 2011 - June 2012
Tarkenton Companies March 2009 - September 2011
Tarkenton Financial June 2007 - March 2009
Sinclair & Company December 2004 - June 2007
Technician – Daily Student Newspaper, NC State University February 2004 - May 2005
UNC-TV – PBS Affiliate August 2004 - December 2004
Skills
Public Speaking, Dreamweaver, Email Marketing, Advertising, Marketing, Marketing Strategy, Copywriting, Social Media, SEO, Social Networking, Product Management, Online Advertising, Social Media Marketing, Strategic Planning, E-commerce, Web Analytics, Analytics, Marketing Communications, Customer Service, Project Management, Management, Editing, CRM, Market Research, Lead Generation, Sales, Strategy, Public Relations, InDesign, Online Marketing, Market Planning, Press Releases, Digital Marketing, Leadership, Illustrator, Direct Marketing, Account Management, Strategic Partnerships, Google Analytics, SEM, Product Development, Graphic Design, User Experience, Digital Strategy, CMS
Education
North Carolina State University 2005 — 2006
M.S., Organizational Communication
North Carolina State University 2000 — 2004
BS, Communication with Mass Media Concetration and Minor in Journalism
Assurant Solutions June 2014 - Present
Protect Your Bubble November 2013 - June 2014
Protect Your Bubble June 2012 - November 2013
Protect Your Bubble September 2011 - June 2012
Tarkenton Companies March 2009 - September 2011
Tarkenton Financial June 2007 - March 2009
Sinclair & Company December 2004 - June 2007
Technician – Daily Student Newspaper, NC State University February 2004 - May 2005
UNC-TV – PBS Affiliate August 2004 - December 2004
Skills
Public Speaking, Dreamweaver, Email Marketing, Advertising, Marketing, Marketing Strategy, Copywriting, Social Media, SEO, Social Networking, Product Management, Online Advertising, Social Media Marketing, Strategic Planning, E-commerce, Web Analytics, Analytics, Marketing Communications, Customer Service, Project Management, Management, Editing, CRM, Market Research, Lead Generation, Sales, Strategy, Public Relations, InDesign, Online Marketing, Market Planning, Press Releases, Digital Marketing, Leadership, Illustrator, Direct Marketing, Account Management, Strategic Partnerships, Google Analytics, SEM, Product Development, Graphic Design, User Experience, Digital Strategy, CMS
Education
North Carolina State University 2005 — 2006
M.S., Organizational Communication
North Carolina State University 2000 — 2004
BS, Communication with Mass Media Concetration and Minor in Journalism
Brad Mersereau Brad Mersereau's Tarkenton Financial Experience November 2007 - May 2011
Job Financial Planning and Analysis at Northside Hospital
Industry Insurance
Experience
Northside Hospital September 2013 - Present
MedAssets May 2011 - September 2013
Tarkenton Financial November 2007 - May 2011
Tarkenton Financial July 2007 - November 2007
King Industrial Realty, Inc./CORFAC Int'l January 2007 - July 2007
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Budgets, Investments, Consulting, Access, Hospital Revenue Cycle, Finance, Insurance, Microsoft Excel, Analysis, Business Process..., Data Analysis, Leadership, Business Analysis, Process Improvement, Sales, Strategic Financial..., Customer Service, Cross-functional Team..., Project Management, Product Management, Employee Benefits, Team Leadership, Management, Business Intelligence, Competitive Analysis, Forecasting, Strategy, Business Development, Mergers & Acquisitions, Management Consulting, Financial Services, Accounting
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA, Finance
Auburn University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Northside Hospital September 2013 - Present
MedAssets May 2011 - September 2013
Tarkenton Financial November 2007 - May 2011
Tarkenton Financial July 2007 - November 2007
King Industrial Realty, Inc./CORFAC Int'l January 2007 - July 2007
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Budgets, Investments, Consulting, Access, Hospital Revenue Cycle, Finance, Insurance, Microsoft Excel, Analysis, Business Process..., Data Analysis, Leadership, Business Analysis, Process Improvement, Sales, Strategic Financial..., Customer Service, Cross-functional Team..., Project Management, Product Management, Employee Benefits, Team Leadership, Management, Business Intelligence, Competitive Analysis, Forecasting, Strategy, Business Development, Mergers & Acquisitions, Management Consulting, Financial Services, Accounting
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA, Finance
Auburn University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Derrick Red's Tarkenton Financial Experience December 2012 - Present
Job Principal SKYJUMP DEVELOPMENT LLC
Industry Real Estate
Experience
SKYJUMP DEVELOPMENT LLC July 2014 - Present
Tarkenton Financial December 2012 - Present
Education
Elmhurst College
Bachelor of Science (B.S.), Business Administration and Economics
Governors State University
International Finance
SKYJUMP DEVELOPMENT LLC July 2014 - Present
Tarkenton Financial December 2012 - Present
Education
Elmhurst College
Bachelor of Science (B.S.), Business Administration and Economics
Governors State University
International Finance
Molly Martin Cordle's Tarkenton Financial Experience April 2002 - July 2004
Job Senior Field Marketing Manager at Charles Schwab & Co. Inc
Industry Financial Services
Experience
Charles Schwab & Co. Inc July 2004 - Present
Tarkenton Financial April 2002 - July 2004
Teligent 1998 - 2001
MCI Telecommunications 1995 - 1998
Skills
Cross-functional Team..., Financial Services, Integrated Marketing, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Strategic Partnerships, Strategic Planning, Strategy
Education
The University of Georgia 1990 — 1994
Roswell High Scholl 1987 — 1990
Charles Schwab & Co. Inc July 2004 - Present
Tarkenton Financial April 2002 - July 2004
Teligent 1998 - 2001
MCI Telecommunications 1995 - 1998
Skills
Cross-functional Team..., Financial Services, Integrated Marketing, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Strategic Partnerships, Strategic Planning, Strategy
Education
The University of Georgia 1990 — 1994
Roswell High Scholl 1987 — 1990
Robert Ongaya's Tarkenton Financial Experience January 2007 - Present
Job Network Administrator
Industry Financial Services
Experience
Tarkenton Financial January 2007 - Present
Goldkist Inc January 2005 - December 2006
Oklahoma Farmers and Ranchers Association (OFRA) November 2001 - December 2004
Education
Kennesaw State University 2006 — 2008
Tarkenton Financial January 2007 - Present
Goldkist Inc January 2005 - December 2006
Oklahoma Farmers and Ranchers Association (OFRA) November 2001 - December 2004
Education
Kennesaw State University 2006 — 2008
Dustin Folsom's Tarkenton Financial Experience 2003 - 2004
Job Business Development Specialist at 3Mentors
Industry Insurance
Experience
3-Mentors March 2008 - Present
Equifax August 2005 - March 2008
Marlin Leasing July 2004 - July 2005
Tarkenton Financial 2003 - 2004
GamePlan Financial Marketing, LLC. 2002 - 2003
Skills
Cold Calling, Consultative Selling, B2B, Lead Generation, Account Management, Selling, New Business Development, Insurance, Retirement Planning, Sales, Fixed Annuities, Sales Process, Customer Retention, Management, Strategy, Small Business, Business Development, Professional...
Education
LaGrange College 1995 — 2000
BBA, Business Management
3-Mentors March 2008 - Present
Equifax August 2005 - March 2008
Marlin Leasing July 2004 - July 2005
Tarkenton Financial 2003 - 2004
GamePlan Financial Marketing, LLC. 2002 - 2003
Skills
Cold Calling, Consultative Selling, B2B, Lead Generation, Account Management, Selling, New Business Development, Insurance, Retirement Planning, Sales, Fixed Annuities, Sales Process, Customer Retention, Management, Strategy, Small Business, Business Development, Professional...
Education
LaGrange College 1995 — 2000
BBA, Business Management
Jim Heffernan's Tarkenton Financial Experience May 2009 - August 2009
Job Sr. Benefits Manager at Calix
Industry Human Resources
Experience
Calix August 2014 - Present
Driscoll's August 2009 - July 2014
Tarkenton Financial May 2009 - August 2009
Restoration Hardware January 2007 - January 2009
Sitzmann Morris & Lavis May 2005 - October 2007
Ross Stores October 2002 - May 2005
PeopleSoft May 2000 - October 2002
Skills
Strategic Benefits..., 401(k) Design, 401(k) Compliance, Employee Wellness..., Employee Engagement, Employee Relations, Outsourcing, Medical Cost Containment, Benefits and Wellness..., Employee Benefits, Customer Service, Health Insurance, Budgets, HRIS, Management, Access, Insurance, Strategy, Benefits Administration, Human Resources, Accounting, Team Building, Leadership, Strategic Planning
Education
Sonoma State University 1984 — 1988
BA, Geography
Unversity of Minnesota (Exchange Program) 1986 — 1987
Upper Division Geography Course Work
Salinas Valley Leadership 2013 — 2013
Certificate, Community Leadership
Rowan University 2015 — 2016
Master's Program (in progress), Wellness and Lifestyle Management
Calix August 2014 - Present
Driscoll's August 2009 - July 2014
Tarkenton Financial May 2009 - August 2009
Restoration Hardware January 2007 - January 2009
Sitzmann Morris & Lavis May 2005 - October 2007
Ross Stores October 2002 - May 2005
PeopleSoft May 2000 - October 2002
Skills
Strategic Benefits..., 401(k) Design, 401(k) Compliance, Employee Wellness..., Employee Engagement, Employee Relations, Outsourcing, Medical Cost Containment, Benefits and Wellness..., Employee Benefits, Customer Service, Health Insurance, Budgets, HRIS, Management, Access, Insurance, Strategy, Benefits Administration, Human Resources, Accounting, Team Building, Leadership, Strategic Planning
Education
Sonoma State University 1984 — 1988
BA, Geography
Unversity of Minnesota (Exchange Program) 1986 — 1987
Upper Division Geography Course Work
Salinas Valley Leadership 2013 — 2013
Certificate, Community Leadership
Rowan University 2015 — 2016
Master's Program (in progress), Wellness and Lifestyle Management
Jill Blitch's Tarkenton Financial Experience April 1991 - Present
Job Executive Assistant at Tarkenton Financial
Industry Insurance
Experience
Tarkenton Financial April 1991 - Present
The Ritz-Carlton Hotel Company LLC May 1986 - April 1991
R.M. Ossoff & Company May 1984 - May 1986
Skills
Insurance, Heavy Calendaring, Concur, Customer Service, Executive Level..., Executive Support, Calendaring, Executive..., High Level Of..., Expense Reports, Marketing, Meeting Scheduling, Travel Arrangements, 401k, Calendars, Team Building, Expense Management, Public Speaking, Microsoft Office, Dictaphone, Small Business, Business Correspondence, Administrative..., Employee Benefits, Health Insurance, Appointment Scheduling, Executive Administrative, Fixed Annuities, Discretion, Retirement, Organizing Meetings, Social Networking
Education
Georgia State University 1981 — 1985
BS, Arts & Sciences, Philosophy
Tarkenton Financial April 1991 - Present
The Ritz-Carlton Hotel Company LLC May 1986 - April 1991
R.M. Ossoff & Company May 1984 - May 1986
Skills
Insurance, Heavy Calendaring, Concur, Customer Service, Executive Level..., Executive Support, Calendaring, Executive..., High Level Of..., Expense Reports, Marketing, Meeting Scheduling, Travel Arrangements, 401k, Calendars, Team Building, Expense Management, Public Speaking, Microsoft Office, Dictaphone, Small Business, Business Correspondence, Administrative..., Employee Benefits, Health Insurance, Appointment Scheduling, Executive Administrative, Fixed Annuities, Discretion, Retirement, Organizing Meetings, Social Networking
Education
Georgia State University 1981 — 1985
BS, Arts & Sciences, Philosophy
Glenn Abrams's Tarkenton Financial Experience April 2012 - Present
Job Attorney and Financial Services Professional
Industry Financial Services
Experience
Tarkenton Financial April 2012 - Present
Special Counsel, Inc. September 2011 - Present
MassMutual Financial Group 2001 - 2004
Compuware September 1993 - January 1997
Inslaw, Inc. 1986 - 1993
American Satellite Corporation 1985 - 1986
Inslaw, Inc. 1979 - 1985
Sperry Univac 1976 - 1978
Education
The George Washington University Law School 1978 — 1982
J.D.
University at Albany, SUNY 1974 — 1976
M.B.A, Business
Stony Brook University 1970 — 1974
B.S., Geology
Tarkenton Financial April 2012 - Present
Special Counsel, Inc. September 2011 - Present
MassMutual Financial Group 2001 - 2004
Compuware September 1993 - January 1997
Inslaw, Inc. 1986 - 1993
American Satellite Corporation 1985 - 1986
Inslaw, Inc. 1979 - 1985
Sperry Univac 1976 - 1978
Education
The George Washington University Law School 1978 — 1982
J.D.
University at Albany, SUNY 1974 — 1976
M.B.A, Business
Stony Brook University 1970 — 1974
B.S., Geology
Daisy Collins's Tarkenton Financial Experience January 2014 - Present
Job Financial Advisor Tarkenton Financial
Industry Financial Services
Experience
Tarkenton Financial January 2014 - Present
Tarkenton Financial January 2014 - Present
Sun Wise Loan January 2014 - Present
Liberty National Life Insurance October 2012 - Present
Liberty National February 2007 - December 2010
Skills
Sales Process, Customer Service, Account Management, Fixed Annuities, Financial Analysis, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Budgets, Mutual Funds, Sales, Long Term Care Insurance, Employee Benefits, Banking, Small Business, Strategic Planning, Public Speaking
Education
Shorter University-College of Adult & Professional Programs 2000 — 2000
Bachelor of Science Business Administration, Marketing/Marketing Management, General
Floyd College 1997 — 1999
Associate of Applied Science in Business, Business Administration and Management, General
Tarkenton Financial January 2014 - Present
Tarkenton Financial January 2014 - Present
Sun Wise Loan January 2014 - Present
Liberty National Life Insurance October 2012 - Present
Liberty National February 2007 - December 2010
Skills
Sales Process, Customer Service, Account Management, Fixed Annuities, Financial Analysis, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Budgets, Mutual Funds, Sales, Long Term Care Insurance, Employee Benefits, Banking, Small Business, Strategic Planning, Public Speaking
Education
Shorter University-College of Adult & Professional Programs 2000 — 2000
Bachelor of Science Business Administration, Marketing/Marketing Management, General
Floyd College 1997 — 1999
Associate of Applied Science in Business, Business Administration and Management, General
Katie Colombo's Tarkenton Financial Experience 2004 - 2007
Job Southeast Assurance Markets Enablement Manager, Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young LLP 2011 - Present
Cherry, Bekaert & Holland February 2009 - December 2011
Real Estate Exchange Services, Inc. 2007 - 2009
Tarkenton Financial 2004 - 2007
Skills
Management, Marketing, Strategic Planning, Business Development, Marketing Communications, CRM, Marketing Strategy, Leadership, Project Management, Budgets
Education
Troy University 2001 — 2003
MBA, Marketing
Troy University 1997 — 2001
Bachelors of Business Administration; Concentration in Marketing, Marketing
Ernst & Young LLP 2011 - Present
Cherry, Bekaert & Holland February 2009 - December 2011
Real Estate Exchange Services, Inc. 2007 - 2009
Tarkenton Financial 2004 - 2007
Skills
Management, Marketing, Strategic Planning, Business Development, Marketing Communications, CRM, Marketing Strategy, Leadership, Project Management, Budgets
Education
Troy University 2001 — 2003
MBA, Marketing
Troy University 1997 — 2001
Bachelors of Business Administration; Concentration in Marketing, Marketing
Jasilyn Talley's Tarkenton Financial Experience May 2007 - August 2008
Job Property management
Industry Real Estate
Experience
Hercules Real Estate Services May 2012 - Present
Fairfield Inn and Suites Marriott May 2010 - March 2012
Tarkenton Financial May 2007 - August 2008
Skills
Front Office, Hospitality, Hotels, Microsoft Office, Reservation, Administrative..., Property Management, Leasing, Apartments, Fair Housing, Tax Credit, OneSite, Customer Service, Sales, Time Management, Outlook, Customer Satisfaction, Real Estate
Education
Georgia State University 2009 — 2012
Hospitality Admin, Sociology
Albany State University 2007 — 2009
Hercules Real Estate Services May 2012 - Present
Fairfield Inn and Suites Marriott May 2010 - March 2012
Tarkenton Financial May 2007 - August 2008
Skills
Front Office, Hospitality, Hotels, Microsoft Office, Reservation, Administrative..., Property Management, Leasing, Apartments, Fair Housing, Tax Credit, OneSite, Customer Service, Sales, Time Management, Outlook, Customer Satisfaction, Real Estate
Education
Georgia State University 2009 — 2012
Hospitality Admin, Sociology
Albany State University 2007 — 2009
jim mckennon's Tarkenton Financial Experience August 2010 - Present
Job
Industry Financial Services
Experience
Tarkenton Financial August 2010 - Present
Mony mgt inc January 1978 - March 1988
Skills
Fixed Annuities, Small Business, Coaching, Strategic Planning, Marketing, Retirement Planning, Retirement, IRAs, Long-term Care, Term Life Insurance, Estate Planning, Series 7, Insurance, 401k, Wealth Management, Health Insurance, Universal Life, Whole Life, Financial Advisory, Investments
Education
University of Southern Mississippi 1964 — 1969
Bachelor's degree, Personel mgt
Yazoo city high 1961 — 1964
Tarkenton Financial August 2010 - Present
Mony mgt inc January 1978 - March 1988
Skills
Fixed Annuities, Small Business, Coaching, Strategic Planning, Marketing, Retirement Planning, Retirement, IRAs, Long-term Care, Term Life Insurance, Estate Planning, Series 7, Insurance, 401k, Wealth Management, Health Insurance, Universal Life, Whole Life, Financial Advisory, Investments
Education
University of Southern Mississippi 1964 — 1969
Bachelor's degree, Personel mgt
Yazoo city high 1961 — 1964