The Annexus Group
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The Annexus Group Employees
Arizona State University August 2014 - Present
The Annexus Group April 2013 - June 2014
ADP 2011 - 2013
Leviton 2006 - 2011
The Human Element of Business 2005 - 2006
Education
The University of Texas at El Paso
Master of Business Administration (MBA)
The Annexus Group November 2013 - Present
Levy Restaurants November 2006 - Present
Estee Lauder September 2012 - November 2013
beauty express November 2005 - May 2006
Jostens August 2004 - June 2005
Skills
Food Service, Food & Beverage, Restaurants, Menu Development, Restaurant Management, Catering, Bartending, Food, Fine Dining, Banquets, Hospitality, Parties, Meeting Planning, Corporate Events, Inventory Management, Event Management, Event Planning, Hospitality Management
Education
Arizona State University 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Chandler/Gilbert Community College 2006 — 2012
Associate of Arts (AA), Psychology
mountain pointe high school 2001 — 2005
The Annexus Group December 2013 - Present
Skills
Marketing, Competitive Analysis, Sales Operations, Leadership, Salesforce.com, Strategic Sales, Financial Sales, Territory..., Campaign Planning, Project Management, New Business Development, Co-marketing, Operational Excellence, Portfolio Performance..., Portfolio Management, Zephyr Style Advisor, Long-term Care, Elder Care, Merchandising, Business Development, Insurance, Strategic Financial..., Microsoft Excel, Microsoft Office, Social Media Marketing, Social Media, International Relations, International Business, Cold Calling, Strategy, Sales Presentations, Data Analysis, Process Improvement, Alternative Investments
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (MBA)
Arizona State University 2007 — 2009
Bachelor of
Googie Down, LLC January 2002 - Present
The Annexus Group January 2013 - January 2014
Jackson National Life July 2002 - January 2013
Gates Corporation June 2000 - May 2002
Fed-Ex Kinkos May 1997 - June 2000
MillerCoors May 1990 - March 1994
Skills
Financial Services, Marketing Communications, Marketing, Process Improvement, Leadership, Strategic Planning, Relationship Management, Marketing Strategy, Vendor Management, CRM, Series 6, Business Analysis
Education
University of Colorado at Denver 1990 — 1993
Red Rocks Community College 1988 — 1990
The Annexus Group April 2013 - Present
Waterford Press, Inc. April 2012 - November 2012
ADP May 2011 - April 2012
TP Orthodontics February 2010 - May 2011
Mutual of America February 2005 - January 2009
McDonald Financial/Keybank June 2001 - February 2005
Skills
Sales, Marketing, Business Development, Sales Management, Account Management, Salesforce.com, Cold Calling, New Business Development, Sales Operations, Sales Presentations, Selling Skills, Negotiation, B2B, Employee Benefits, 401k, Strategic Planning, Marketing Strategy, Solution Selling, Team Building, Leadership, Selling, Management, Strategy, Direct Sales, Competitive Analysis, Sales Process, CRM, Small Business, Retirement, Retirement Planning, Business Planning, Insurance
Education
Arizona State University 1994 — 1999
Bachelor of Science, Justice Studies
College of Financial Planning
Chartered Retirement Plans Specialist
The Annexus Group January 2014 - Present
Integrate.com January 2005 - January 2014
Center For Disability Access, LLP 2003 - 2005
Nordstrom 1997 - 2003
Skills
Online Advertising, Interactive Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Marketing Strategy, Business Development, Marketing, Online Marketing, SEO, Email Marketing
Education
University of California, San Diego 1996 — 2002
BA, Interdisciplinary Computing in the Arts
Agoura High School 1990 — 1994
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
InsurMark March 2014 - Present
The Annexus Group March 2014 - March 2015
NEXT Financial Group, Inc. September 2012 - March 2014
VALIC March 2010 - November 2011
The Realty Group September 2008 - January 2010
Van Kampen Funds January 2003 - April 2008
Education
Rochester Institute of Technology
Colony American Homes April 2013 - Present
Shurwest Financial Group August 2012 - April 2013
The Annexus Group December 2011 - August 2012
Electric Ladyland March 2005 - April 2009
Skills
Photoshop, Sales, Customer Service, Recruiting, Time Management, Visual Merchandising, Human Resources, Health Insurance, Investments, Marketing, Team Building
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Human Services Management
Saguaro High School
PMK•BNC September 2015 - Present
Noir Design Group June 2015 - Present
The Annexus Group March 2014 - June 2015
24 Seven Inc. 2013 - 2013
Freelance Multimedia Designer 2000 - 2012
The Creative Group May 2011 - August 2011
Century 21 Curran & Christie July 2009 - October 2010
MARS Advertising November 2007 - January 2009
Harman Becker September 2006 - September 2007
BBDO Detroit February 2004 - November 2005
Skills
Multimedia, Adobe Acrobat, Graphics, Flash, Keynote, Powerpoint, EDGE, Swift 3D, Photoshop, Illustrator, InDesign, PowerPoint, Photography, Interaction Design, Animation, Creative Direction, Image Manipulation, Graphic Design
Education
Henry Ford Community College 1991 — 1993
The Annexus Group January 2013 - Present
Shurwest Financial Group August 2009 - December 2012
Pine Canyon Golf Club January 2007 - January 2008
Pine Canyon Golf Club March 2005 - January 2007
Skills
Email Marketing, Marketing, Social Media Marketing, Fixed Annuities, Insurance, Life Insurance, Strategic Planning, 401k, Brand Development, Long-term Care, Relationship Management, Financial Planners, Retirement, Lead Generation, Cold Calling, Wealth Management, Strategic Financial..., Employee Benefits, Retirement Planning, Sales, Financial Planning, Customer Service, Leadership
Education
Northern Arizona University 2014 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
Northern Arizona University 2004 — 2008
Business Administrative, Marketing
Cactus Shadows
The Annexus Group August 2011 - Present
Shurwest Financial Group August 2011 - Present
SWCA Environmental Consultants September 2006 - February 2009
Intellecare January 2003 - July 2006
Albertsons April 2000 - September 2002
Buyitnow.com January 1999 - April 2000
Skills
Employee Relations, Employee Benefits, Employee Engagement, Employee Management, Employee Handbooks, Employment Contracts, Employee Training, I-9 Compliance, Employment Law..., E-Verify, Recruiting, Benefits Administration, Corporate Communications, Corporate Development, Organizational..., Strategic Planning, Performance Management, Performance Improvement, Development Of Employees, Staff Development, Coaching Staff, Mentoring Of Staff, New Hire Orientations, Terminations, HR Policies, HRIS, HR Consulting, Strategic HR, Human Resources, 401k, Safety, Generalist Duties, Employee Recognition, Employee Surveys, Succession Planning, SPHR, Leadership, Onboarding
Education
The University of Texas at Austin
BA, Psychology
The Annexus Group February 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Insurance, Strategic Planning, Team Building, Training, Budgets, Public Speaking, Business Analysis, Life Insurance, Call Centers, Fixed Annuities, Coaching, Health Insurance, Outlook, Risk Management, Whole Life, IRAs, Sales, Process Improvement, Term Life Insurance, Leadership
Education
University of Phoenix 2003 — 2006
BSBM, Business Administration, Management and Operations
The Annexus Group May 2013 - Present
Bashas' April 2011 - April 2013
Big C Consulting Services LLC September 2010 - December 2011
Skills
InDesign, Illustrator, Graphic Design, Photoshop, QuarkXPress, Customer Service, Illustration, Typography, Logo Design, Adobe Creative Suite, Layout, Art Direction, Digital Illustration, Posters, Web Design, Mac, Vector Illustration
Education
Art Institute of Phoenix 2008 — 2010
AAS, Graphic Design
The Art Institute of Phoenix 2008 — 2010
Associate's degree, Graphic Design
The Annexus Group 2013 - Present
IMO for Mutual Funds June 2011 - January 2013
The Guardian Life Insurance Company of America July 2008 - July 2009
Jackson National Life January 2002 - July 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Equities, Portfolio Management, Retirement, Insurance, Sales, Sales Management, Salesforce.com, Annuity Sales, Mutual Funds, Coaching, Adaptability, Common Sense, Business Planning, New Business Development, Investment Decisions, Timely Decision Making, Creativity, Goal Oriented
Education
University of Arizona
Bachelors of Science, Communications
JDA Software November 2013 - Present
The Annexus Group February 2013 - October 2013
Global Water Resources January 2012 - February 2013
Universal Technical Institute February 2007 - June 2011
Equipment Distributors Inc January 2006 - January 2007
Skills
General Ledger, Accounts Payable, Account Reconciliation, Accounting, Bank Reconciliation, Accounts Receivable, Financial Statements, Bookkeeping, Tax, Auditing, Variance Analysis, Invoicing, Cash Flow, Journal Entries, Fixed Assets
Education
Keller Graduate School of Management 2009 — 2010
Master of Business Administration (MBA)
Keller Graduate School of Management 2008 — 2009
Masters, Accounting and Financial Management
DeVry University-California 2005 — 2007
Bachelor of Business Administration (B.B.A.)