The Madison Group, Inc.
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The Madison Group, Inc. Employees
Employee
Years
Job
Industry
Kaye Kerr Kaye Kerr's The Madison Group, Inc. Experience 2005 - 2006
Job Financial Associate with Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial December 2014 - Present
The Broadmoor August 2014 - October 2014
Space Foundation July 2012 - July 2014
Space Foundation July 2010 - July 2012
Space Foundation February 2009 - July 2010
El Paso County Republicans, Inc. August 2007 - February 2009
SnowyRidge Investments, LLC 2006 - 2007
The Madison Group, Inc. 2005 - 2006
The Madison Group, Inc. 2004 - 2005
Village Properties, LLC 2000 - 2004
Skills
Financial Management, Program Management, Government, Policy, Public Speaking, Event Planning, Management, Nonprofits, Community Development, Organizational..., Training, Event Management, Business Process..., Fundraising, Relationship Developer, Executive Coordination, Complex Database..., Leadership, Marketing/Messaging, Community Relations
Education
The Patnaude Group, Inc.
Developing the Transformational Leader
Leadership Program of the Rockies 2009 — 2010
America's Founding Principles
Protocol Partners-Washington Center for Protocol
Protocol & Executive Etiquette
University of Minnesota-Twin Cities
Business Administration and Management, General
University of Colorado Colorado Springs
Business Administration and Management, General
Thrivent Financial December 2014 - Present
The Broadmoor August 2014 - October 2014
Space Foundation July 2012 - July 2014
Space Foundation July 2010 - July 2012
Space Foundation February 2009 - July 2010
El Paso County Republicans, Inc. August 2007 - February 2009
SnowyRidge Investments, LLC 2006 - 2007
The Madison Group, Inc. 2005 - 2006
The Madison Group, Inc. 2004 - 2005
Village Properties, LLC 2000 - 2004
Skills
Financial Management, Program Management, Government, Policy, Public Speaking, Event Planning, Management, Nonprofits, Community Development, Organizational..., Training, Event Management, Business Process..., Fundraising, Relationship Developer, Executive Coordination, Complex Database..., Leadership, Marketing/Messaging, Community Relations
Education
The Patnaude Group, Inc.
Developing the Transformational Leader
Leadership Program of the Rockies 2009 — 2010
America's Founding Principles
Protocol Partners-Washington Center for Protocol
Protocol & Executive Etiquette
University of Minnesota-Twin Cities
Business Administration and Management, General
University of Colorado Colorado Springs
Business Administration and Management, General
Lisa Davis, CFP®, ChFC® Lisa Davis, CFP®, ChFC®'s The Madison Group, Inc. Experience August 2014 - Present
Job Certified Financial Planner™ specializing in life insurance solutions for business and estate needs.
Industry Financial Services
Experience
The Madison Group, Inc. August 2014 - Present
The Madison Group, Inc. October 2012 - August 2014
Austin National Financial Services May 2011 - October 2012
DuBois, Bryant & Campbell LLP November 2010 - April 2011
Lowenberg Wealth Management Group Inc July 2001 - October 2010
Lowenberg Partners July 2001 - October 2010
Inn Above Onion Creek January 2001 - July 2001
Skills
Estate Planning, Investments, Retirement, Financial Advisory, Life Insurance, Insurance, Securities, Retirement Planning, Series 7, Financial Services, Fixed Annuities, Long-term Care, Mutual Funds, Financial Planning, Wealth Management, Wealth Management..., Series 63, Asset Allocation, Financial Planners, Investment Advisory, Strategic Financial..., Employee Benefits, Series 6, Series 65, Certified Financial..., Personal Financial..., Holistic Financial..., Charitable Trusts, Project Management, Case Management
Education
Texas State University 1997 — 2001
BBA, Business Management
The Madison Group, Inc. August 2014 - Present
The Madison Group, Inc. October 2012 - August 2014
Austin National Financial Services May 2011 - October 2012
DuBois, Bryant & Campbell LLP November 2010 - April 2011
Lowenberg Wealth Management Group Inc July 2001 - October 2010
Lowenberg Partners July 2001 - October 2010
Inn Above Onion Creek January 2001 - July 2001
Skills
Estate Planning, Investments, Retirement, Financial Advisory, Life Insurance, Insurance, Securities, Retirement Planning, Series 7, Financial Services, Fixed Annuities, Long-term Care, Mutual Funds, Financial Planning, Wealth Management, Wealth Management..., Series 63, Asset Allocation, Financial Planners, Investment Advisory, Strategic Financial..., Employee Benefits, Series 6, Series 65, Certified Financial..., Personal Financial..., Holistic Financial..., Charitable Trusts, Project Management, Case Management
Education
Texas State University 1997 — 2001
BBA, Business Management
Karen Meck, MT Karen Meck, MT's The Madison Group, Inc. Experience February 2003 - November 2004
Job President at KBM Consulting, LLC | Tax Planning | Life Insurance Portfolio Management
Industry Financial Services
Experience
KBM Consulting, LLC July 2011 - Present
PolicyLogix August 2011 - Present
Auctoris (formerly Benefit Concepts, Inc.) January 2009 - July 2011
The Gold Group, LLC January 2009 - November 2009
PNC January 2008 - January 2009
Auctoris (formerly Benefit Concepts, Inc.) November 2004 - January 2008
The Madison Group, Inc. February 2003 - November 2004
Skills
Fiduciary Duty - Life..., Trust Owned Life..., 1035 Exchanges, Estate Planning, Business Succession..., Life Insurance Review, Irrevocable Life..., Patented Pricing &..., Life Insurance Policy..., LogixAudit, Life Insurance Taxation, Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Wealth, Succession Planning, Retirement, Fixed Annuities, High Net Worth..., Small Business, Life Insurance, Financial Analysis, Financial Services, Tax, Estate Tax Planning, Finance, Trusts, Term Life Insurance, Management, Underwriting, Disability Insurance, Long Term Care Insurance, Universal Life, Asset Management, Employee Benefits, Whole Life, Personal Financial..., Wealth Management..., Personal Finance, Financial Planners, Financial Planning
Education
University of Denver - Sturm College of Law 2004 — 2006
Master of Taxation, Taxation
Millersville University of Pennsylvania 1989 — 1994
BS, Speech Communications
KBM Consulting, LLC July 2011 - Present
PolicyLogix August 2011 - Present
Auctoris (formerly Benefit Concepts, Inc.) January 2009 - July 2011
The Gold Group, LLC January 2009 - November 2009
PNC January 2008 - January 2009
Auctoris (formerly Benefit Concepts, Inc.) November 2004 - January 2008
The Madison Group, Inc. February 2003 - November 2004
Skills
Fiduciary Duty - Life..., Trust Owned Life..., 1035 Exchanges, Estate Planning, Business Succession..., Life Insurance Review, Irrevocable Life..., Patented Pricing &..., Life Insurance Policy..., LogixAudit, Life Insurance Taxation, Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Wealth, Succession Planning, Retirement, Fixed Annuities, High Net Worth..., Small Business, Life Insurance, Financial Analysis, Financial Services, Tax, Estate Tax Planning, Finance, Trusts, Term Life Insurance, Management, Underwriting, Disability Insurance, Long Term Care Insurance, Universal Life, Asset Management, Employee Benefits, Whole Life, Personal Financial..., Wealth Management..., Personal Finance, Financial Planners, Financial Planning
Education
University of Denver - Sturm College of Law 2004 — 2006
Master of Taxation, Taxation
Millersville University of Pennsylvania 1989 — 1994
BS, Speech Communications
Jennifer Presnell Jennifer Presnell's The Madison Group, Inc. Experience April 2015 - Present
Job Executive Administrator at The Madison Group, Inc
Industry Insurance
Experience
The Madison Group, Inc. April 2015 - Present
The Madison Group, Inc. August 2014 - April 2015
Equity West Investment Partners, LLC October 2013 - January 2015
Skills
Microsoft Office, Healthcare, Sales, Time Management, Event Planning, Customer Service, QuickBooks, Nonprofits, Outlook, Team Building, Microsoft Excel, Microsoft Word, Management, Coaching, Public Speaking, Payroll
Education
Metropolitan State University of Denver 2015 — 2020
Bachelor of Arts (B.A.), Business Administration and Management, General
Red Rocks Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Accounting and Finance
Red Rocks Community College 2012 — 2014
Certificate - Bookkeeping, Accounting Technology/Technician and Bookkeeping
Red Rocks Community College 2012 — 2013
Certificate, Fundamentals of Medical Office Technology
The Madison Group, Inc. April 2015 - Present
The Madison Group, Inc. August 2014 - April 2015
Equity West Investment Partners, LLC October 2013 - January 2015
Skills
Microsoft Office, Healthcare, Sales, Time Management, Event Planning, Customer Service, QuickBooks, Nonprofits, Outlook, Team Building, Microsoft Excel, Microsoft Word, Management, Coaching, Public Speaking, Payroll
Education
Metropolitan State University of Denver 2015 — 2020
Bachelor of Arts (B.A.), Business Administration and Management, General
Red Rocks Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Accounting and Finance
Red Rocks Community College 2012 — 2014
Certificate - Bookkeeping, Accounting Technology/Technician and Bookkeeping
Red Rocks Community College 2012 — 2013
Certificate, Fundamentals of Medical Office Technology
Elizabeth Ratajczak Elizabeth Ratajczak's The Madison Group, Inc. Experience May 2015 - Present
Job Life Insurance Underwriter at The Madison Group, Inc
Industry Financial Services
Experience
The Madison Group, Inc. May 2015 - Present
Progressive Insurance October 2014 - April 2015
Progressive Insurance May 2011 - October 2014
Coal Seam Hospitality, LLC May 2005 - January 2011
Vicki Lee Green Realtors May 2010 - August 2010
Colorado State University August 2009 - May 2010
Kappa Kappa Gamma January 2009 - December 2009
Skills
Training, Budgets, Customer Service, Insurance, Policy, Leadership, Social Networking, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Financial Analysis, Life Insurance
Education
Colorado State University 2007 — 2011
Bachelor of Liberal Arts, Economics
The Madison Group, Inc. May 2015 - Present
Progressive Insurance October 2014 - April 2015
Progressive Insurance May 2011 - October 2014
Coal Seam Hospitality, LLC May 2005 - January 2011
Vicki Lee Green Realtors May 2010 - August 2010
Colorado State University August 2009 - May 2010
Kappa Kappa Gamma January 2009 - December 2009
Skills
Training, Budgets, Customer Service, Insurance, Policy, Leadership, Social Networking, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Financial Analysis, Life Insurance
Education
Colorado State University 2007 — 2011
Bachelor of Liberal Arts, Economics
Robert J. Luebbert Robert J. Luebbert's The Madison Group, Inc. Experience March 1993 - October 1993
Job Retired
Industry Law Practice
Experience
Maple Tree, LLC 2011 - Present
Robert J. Luebbert, Attorney At Law July 1997 - September 2011
Brown & Wolff, P.C. January 1996 - July 1997
Brown & Wolff, P.C. November 1993 - January 1996
The Madison Group, Inc. March 1993 - October 1993
Brown & Wolff, P.C. January 1993 - May 1993
Mammel, Schropp, Swartzbaugh, Engler & Jones March 1992 - January 1993
Mass Mutual August 1989 - December 1990
Polack & Woolley, P.C. September 1986 - June 1989
Polack & Woolley, P.C. November 1985 - September 1986
Skills
Estate Planning, Wealth, Legal Research, Estate Law, Foreclosures, Life Insurance, Income Tax, Analytics, Trusts, Wills, Corporate Law, Tax Law, Legal Writing
Education
Washington University in St. Louis School of Law 1991 — 1991
LL.M. (Tax), Tax Law
Creighton University School of Law 1983 — 1986
J.D., Law
U. S. Marine Corps Officer Candidate School 1982 — 1982
Graduate, Leadership
Creighton University 1978 — 1982
Classical B.A., Ancient Greek/Latin
Maple Tree, LLC 2011 - Present
Robert J. Luebbert, Attorney At Law July 1997 - September 2011
Brown & Wolff, P.C. January 1996 - July 1997
Brown & Wolff, P.C. November 1993 - January 1996
The Madison Group, Inc. March 1993 - October 1993
Brown & Wolff, P.C. January 1993 - May 1993
Mammel, Schropp, Swartzbaugh, Engler & Jones March 1992 - January 1993
Mass Mutual August 1989 - December 1990
Polack & Woolley, P.C. September 1986 - June 1989
Polack & Woolley, P.C. November 1985 - September 1986
Skills
Estate Planning, Wealth, Legal Research, Estate Law, Foreclosures, Life Insurance, Income Tax, Analytics, Trusts, Wills, Corporate Law, Tax Law, Legal Writing
Education
Washington University in St. Louis School of Law 1991 — 1991
LL.M. (Tax), Tax Law
Creighton University School of Law 1983 — 1986
J.D., Law
U. S. Marine Corps Officer Candidate School 1982 — 1982
Graduate, Leadership
Creighton University 1978 — 1982
Classical B.A., Ancient Greek/Latin
Elena Prendes's The Madison Group, Inc. Experience May 2011 - November 2012
Job Chief Operating Officer at LoVasco Consulting Group
Industry Insurance
Experience
LoVasco Consulting Group December 2013 - Present
Huntington National Bank November 2012 - December 2013
The Madison Group, Inc. May 2011 - November 2012
The Madison Group, Inc. November 2008 - November 2012
Brown & Brown of Detroit (Formerly ALCOS) February 2003 - November 2008
Financial Independence, Inc. December 2000 - January 2003
McGraw Wentworth January 1999 - September 2000
Skills
Life Insurance, Estate Planning, Plan Review, Account Management, Manage Client..., Best Practices, SmartOffice, Irrevocable Life..., Buy-sell Agreements, Long Term Care Insurance, Disability Insurance, Wealth Management, Underwriting, Retirement, Retirement Planning, Insurance, Management
Education
Academy of the Sacred Heart
University of Michigan
University of Michigan-Dearborn
BA, Health Policy Studies
LoVasco Consulting Group December 2013 - Present
Huntington National Bank November 2012 - December 2013
The Madison Group, Inc. May 2011 - November 2012
The Madison Group, Inc. November 2008 - November 2012
Brown & Brown of Detroit (Formerly ALCOS) February 2003 - November 2008
Financial Independence, Inc. December 2000 - January 2003
McGraw Wentworth January 1999 - September 2000
Skills
Life Insurance, Estate Planning, Plan Review, Account Management, Manage Client..., Best Practices, SmartOffice, Irrevocable Life..., Buy-sell Agreements, Long Term Care Insurance, Disability Insurance, Wealth Management, Underwriting, Retirement, Retirement Planning, Insurance, Management
Education
Academy of the Sacred Heart
University of Michigan
University of Michigan-Dearborn
BA, Health Policy Studies
Danielle Christiansen Danielle Christiansen's The Madison Group, Inc. Experience August 2012 - April 2015
Job Forum Real Estate Group
Industry Real Estate
Experience
Forum Real Estate April 2015 - Present
The Madison Group, Inc. August 2012 - April 2015
W.J. BRADLEY MORTGAGE CAPITAL, LLC November 2011 - July 2012
Federal Financial Group LLC January 2008 - January 2011
BUILDERS REALTY LLC January 2001 - January 2007
Skills
Accounting, Public Speaking, Underwriting, Customer Service, Process Improvement, Life Insurance, Microsoft Office, Multiple Listing Service, Project Management, Executive..., Assisting Executives, Office Management, Team Building, Strategy, Budgets, Leadership, Financial Analysis
Education
Metropolitan State University 2012 — 2015
Bachelor of Science, Business Administration
Arizona Institute of Business & Technology 2002 — 2002
Diploma, Accounting
Forum Real Estate April 2015 - Present
The Madison Group, Inc. August 2012 - April 2015
W.J. BRADLEY MORTGAGE CAPITAL, LLC November 2011 - July 2012
Federal Financial Group LLC January 2008 - January 2011
BUILDERS REALTY LLC January 2001 - January 2007
Skills
Accounting, Public Speaking, Underwriting, Customer Service, Process Improvement, Life Insurance, Microsoft Office, Multiple Listing Service, Project Management, Executive..., Assisting Executives, Office Management, Team Building, Strategy, Budgets, Leadership, Financial Analysis
Education
Metropolitan State University 2012 — 2015
Bachelor of Science, Business Administration
Arizona Institute of Business & Technology 2002 — 2002
Diploma, Accounting
Stephanie Carlberg Stephanie Carlberg's The Madison Group, Inc. Experience April 2014 - July 2014
Job Professional Development Logistics Coordinator
Industry Education Management
Experience
Houghton Mifflin Harcourt December 2014 - Present
United Natural Foods Inc. September 2014 - December 2014
The Madison Group, Inc. April 2014 - July 2014
National Technology Transfer, Inc. September 2008 - March 2014
National Technology Transfer, Inc July 2012 - March 2013
National Technology Transfer, Inc. September 2010 - July 2012
Skills
Team Leadership, Strategic Planning, Process Improvement, Customer Service, Public Speaking, Event Management, Product Management, Marketing Strategy, English, Selling, Project Management, Operations Management, Analysis, Program Management, Leadership Development, Training, Sales, Leadership, Microsoft Office, Troubleshooting, Microsoft Excel, Project Planning, Marketing
Education
The University of New Mexico 2004 — 2006
BA, Psychology/Criminology
Technical Vocational Institute of Albuquerque 2003 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Colorado State University 2000 — 2002
Psychology
Houghton Mifflin Harcourt December 2014 - Present
United Natural Foods Inc. September 2014 - December 2014
The Madison Group, Inc. April 2014 - July 2014
National Technology Transfer, Inc. September 2008 - March 2014
National Technology Transfer, Inc July 2012 - March 2013
National Technology Transfer, Inc. September 2010 - July 2012
Skills
Team Leadership, Strategic Planning, Process Improvement, Customer Service, Public Speaking, Event Management, Product Management, Marketing Strategy, English, Selling, Project Management, Operations Management, Analysis, Program Management, Leadership Development, Training, Sales, Leadership, Microsoft Office, Troubleshooting, Microsoft Excel, Project Planning, Marketing
Education
The University of New Mexico 2004 — 2006
BA, Psychology/Criminology
Technical Vocational Institute of Albuquerque 2003 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Colorado State University 2000 — 2002
Psychology
Gaia Banovich Gaia Banovich's The Madison Group, Inc. Experience 1997 - 2004
Job CoFounder at The Clarion List; Entrepreneur, Art & Luxury Services Expert
Industry Hospitality
Experience
The Clarion List 2014 - Present
China Center New York July 2013 - May 2014
Christie's June 2011 - July 2013
Abercrombie & Kent Residence Club February 2008 - June 2011
Quintess October 2004 - February 2008
The Madison Group, Inc. 1997 - 2004
Skills
Art Business, Strategic Partnerships, Business Development, Start-ups, Client Development, High Net Worth..., Family Office, Luxury Goods, Luxury Brand Marketing, Fine Art, New Business Development, Management, B2B, Negotiation, Social Media, Auctions, Sales Management, Fundraising, Marketing Communications, Marketing Strategy, Private Collections, Art Sales, Corporate Art, Event Management, Sales Process, Sales, Art Exhibitions, Entrepreneurship, Strategy, Social Media Marketing, Public Relations, Lead Generation, Marketing, Customer Service, Market Research, Sales Operations, Selling, Budgets, Art, Business Planning, Customer Retention, Online Marketing, Email Marketing, Direct Marketing, Trade Shows, CRM, Hospitality, Account Management, Online Advertising, Luxury Lifestyle
Education
University of Denver
Bachelor of Business Administration, Business Administration and Management, General
The Clarion List 2014 - Present
China Center New York July 2013 - May 2014
Christie's June 2011 - July 2013
Abercrombie & Kent Residence Club February 2008 - June 2011
Quintess October 2004 - February 2008
The Madison Group, Inc. 1997 - 2004
Skills
Art Business, Strategic Partnerships, Business Development, Start-ups, Client Development, High Net Worth..., Family Office, Luxury Goods, Luxury Brand Marketing, Fine Art, New Business Development, Management, B2B, Negotiation, Social Media, Auctions, Sales Management, Fundraising, Marketing Communications, Marketing Strategy, Private Collections, Art Sales, Corporate Art, Event Management, Sales Process, Sales, Art Exhibitions, Entrepreneurship, Strategy, Social Media Marketing, Public Relations, Lead Generation, Marketing, Customer Service, Market Research, Sales Operations, Selling, Budgets, Art, Business Planning, Customer Retention, Online Marketing, Email Marketing, Direct Marketing, Trade Shows, CRM, Hospitality, Account Management, Online Advertising, Luxury Lifestyle
Education
University of Denver
Bachelor of Business Administration, Business Administration and Management, General
Dan Juel's The Madison Group, Inc. Experience June 1999 - September 1999
Job Business Development at Winshuttle
Industry Computer Software
Experience
Winshuttle May 2014 - Present
University of Washington, Bothell School of Business January 2013 - June 2014
Costco Wholesale August 2001 - May 2014
John Carlson for Governor May 2000 - August 2000
The Madison Group, Inc. June 1999 - September 1999
Skills
Salesforce.com, Customer Service, Leadership, Sales, PowerPoint, Microsoft Excel, Team Leadership, Teamwork, CRM, Public Speaking, Social Networking, Technical Support, Outlook, Customer Satisfaction, Microsoft Office, Data Entry, Time Management, Adobe Creative Suite, Microsoft Word, Adobe Design Programs, Marketing, Business Development
Education
University of Washington 2012 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Bellevue Community College
Associate of Arts and Sciences (A.A.S.), Business
Seattle Pacific University
Winshuttle May 2014 - Present
University of Washington, Bothell School of Business January 2013 - June 2014
Costco Wholesale August 2001 - May 2014
John Carlson for Governor May 2000 - August 2000
The Madison Group, Inc. June 1999 - September 1999
Skills
Salesforce.com, Customer Service, Leadership, Sales, PowerPoint, Microsoft Excel, Team Leadership, Teamwork, CRM, Public Speaking, Social Networking, Technical Support, Outlook, Customer Satisfaction, Microsoft Office, Data Entry, Time Management, Adobe Creative Suite, Microsoft Word, Adobe Design Programs, Marketing, Business Development
Education
University of Washington 2012 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Bellevue Community College
Associate of Arts and Sciences (A.A.S.), Business
Seattle Pacific University
Dave Anttila, SPHR's The Madison Group, Inc. Experience 1988 - 1996
Job Human Resource Consultant at Human Resource Advantage, Inc.
Industry Human Resources
Experience
Human Resources Advantage, Inc. September 2012 - Present
Rocky Mountain Human Services October 2010 - August 2012
Human Resource Advantage, Inc. January 1996 - October 2010
The Madison Group, Inc. 1988 - 1996
Arthur Young (Now EY) 1986 - 1988
Skills
Human Resources, Recruiting, Employee Benefits, Talent Management, Hiring, Personnel Management, Compensation & Benefit, Employee Engagement, Employee Recognition, Human Resource..., Employee Management, Employee Training, Employee Handbooks, Employee Wellness, Employee Surveys, Human Capital, Onboarding, Employee Relations, Performance Management, Performance Appraisal, Leadership Development, Succession Planning, Organizational..., Organizational Culture, Search, Management
Education
University of Denver 1986 — 1988
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Human Resources Advantage, Inc. September 2012 - Present
Rocky Mountain Human Services October 2010 - August 2012
Human Resource Advantage, Inc. January 1996 - October 2010
The Madison Group, Inc. 1988 - 1996
Arthur Young (Now EY) 1986 - 1988
Skills
Human Resources, Recruiting, Employee Benefits, Talent Management, Hiring, Personnel Management, Compensation & Benefit, Employee Engagement, Employee Recognition, Human Resource..., Employee Management, Employee Training, Employee Handbooks, Employee Wellness, Employee Surveys, Human Capital, Onboarding, Employee Relations, Performance Management, Performance Appraisal, Leadership Development, Succession Planning, Organizational..., Organizational Culture, Search, Management
Education
University of Denver 1986 — 1988
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Sean Mullen, MSFS's The Madison Group, Inc. Experience February 2007 - Present
Job Director of Financial Services at The Madison Group, Inc.
Industry Financial Services
Experience
The Madison Group, Inc. February 2007 - Present
AXA Equitable June 2003 - December 2006
Skills
Strategic Financial..., Investments, Financial Reporting, Financial Services, Risk Management, Banking, Retirement Planning, Financial Modeling, Wealth Management, Finance, Asset Managment, Insurance, Strategic Planning, Securities, Asset Management, Fixed Annuities, Employee Benefits, Retirement, Mutual Funds, Portfolio Management, Estate Planning, Life Insurance, Financial Planning
Education
College for Financial Planning 2005 — 2006
Master of Science (MS), Financial Planning and Services
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (BS), Finance, General
The Madison Group, Inc. February 2007 - Present
AXA Equitable June 2003 - December 2006
Skills
Strategic Financial..., Investments, Financial Reporting, Financial Services, Risk Management, Banking, Retirement Planning, Financial Modeling, Wealth Management, Finance, Asset Managment, Insurance, Strategic Planning, Securities, Asset Management, Fixed Annuities, Employee Benefits, Retirement, Mutual Funds, Portfolio Management, Estate Planning, Life Insurance, Financial Planning
Education
College for Financial Planning 2005 — 2006
Master of Science (MS), Financial Planning and Services
University of Colorado at Boulder 1984 — 1988
Bachelor of Science (BS), Finance, General
Joe Napoli Joe Napoli's The Madison Group, Inc. Experience July 1993 - August 2001
Job Enterprise Sales Executive at Instructure
Industry Internet
Experience
Instructure November 2014 - Present
Zapoint, Inc January 2013 - October 2014
Monster Worldwide May 2008 - January 2013
Monster Worldwide July 2005 - May 2008
Monster Worldwide February 2003 - July 2005
Logix, Inc September 2001 - January 2003
The Madison Group, Inc. July 1993 - August 2001
Skills
Account Management, Management, Managed Services, Applicant Tracking..., New Business Development, Recruiting, Career Management, Career Strategist, Career Counseling, Sales, Human Resources, Selling, Marketing, Sales Operations, Leadership, Online Advertising, Strategy, Enterprise Software, Salesforce.com, Lead Generation, Management Consulting, Cold Calling, Sales Process, Business Development, Customer Retention, SaaS, SEM, Training, Talent Acquisition, Solution Selling, Direct Sales, Strategic Partnerships, CRM, Sales Presentations, B2B, Advertising, Product Marketing, Professional Services, Consulting, Competitive Analysis, Temporary Placement, Customer Acquisition, Cloud Computing, Building Relationships, Product Management, Key Account Management, E-commerce, Sales Management, Go-to-market Strategy, Channel Partners
Education
Colgate University 1989 — 1993
BA, Political Science/Education
Deerfield Academy 1988 — 1989
Post Graduate Diploma
Billerica Memorial High School 1984 — 1988
Instructure November 2014 - Present
Zapoint, Inc January 2013 - October 2014
Monster Worldwide May 2008 - January 2013
Monster Worldwide July 2005 - May 2008
Monster Worldwide February 2003 - July 2005
Logix, Inc September 2001 - January 2003
The Madison Group, Inc. July 1993 - August 2001
Skills
Account Management, Management, Managed Services, Applicant Tracking..., New Business Development, Recruiting, Career Management, Career Strategist, Career Counseling, Sales, Human Resources, Selling, Marketing, Sales Operations, Leadership, Online Advertising, Strategy, Enterprise Software, Salesforce.com, Lead Generation, Management Consulting, Cold Calling, Sales Process, Business Development, Customer Retention, SaaS, SEM, Training, Talent Acquisition, Solution Selling, Direct Sales, Strategic Partnerships, CRM, Sales Presentations, B2B, Advertising, Product Marketing, Professional Services, Consulting, Competitive Analysis, Temporary Placement, Customer Acquisition, Cloud Computing, Building Relationships, Product Management, Key Account Management, E-commerce, Sales Management, Go-to-market Strategy, Channel Partners
Education
Colgate University 1989 — 1993
BA, Political Science/Education
Deerfield Academy 1988 — 1989
Post Graduate Diploma
Billerica Memorial High School 1984 — 1988
Shawn M. Tidwell Shawn M. Tidwell's The Madison Group, Inc. Experience November 2008 - January 2015
Job Principal at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
Katie Fortna's The Madison Group, Inc. Experience 2004 - 2007
Job Mom
Industry Education Management
Experience
Stay at home mom December 2012 - Present
Undisclosed March 2007 - December 2012
The Madison Group, Inc. 2004 - 2007
Colorado PERA 2003 - 2004
Skills
Microsoft Office, Investments, Customer Service, Team Building, Sales, Marketing Strategy, Sales Management, Management, Financial Analysis, Strategic Planning, Marketing, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Business Management
Stay at home mom December 2012 - Present
Undisclosed March 2007 - December 2012
The Madison Group, Inc. 2004 - 2007
Colorado PERA 2003 - 2004
Skills
Microsoft Office, Investments, Customer Service, Team Building, Sales, Marketing Strategy, Sales Management, Management, Financial Analysis, Strategic Planning, Marketing, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Business Management
Penny Sorbello's The Madison Group, Inc. Experience 1997 - 2001
Job Job Seeker with unwavering commitment to excellence
Industry Program Development
Experience
Delmar Dolfins Swim Club 2014 - Present
Cornwall Sea Dragons 2010 - 2012
West Point Triathlon Team 2009 - 2012
Sportsplex New Windsor 2004 - 2010
Human Resource Advantage, Inc. 2001 - 2003
The Madison Group, Inc. 1997 - 2001
Vail Resorts, Inc. 1995 - 1997
Skills
Office Administration, Human Resources, Marketing, Recruiting, Employee Training, Program Development, Organizational..., Project Planning, Research, Paralegals, Legal Documents, Public Speaking, Management, Accounting, Life Insurance, Client Relations, Financial Services, Client Services, Customer Retention, Customer Service, Estate Planning, Event Planning, Event Management, Volunteering, Leadership, Writing, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Coaching, Athletic Training, Swimming, Sports Management, Teaching, Sports Nutrition, Exercise Physiology, Triathlon, Athletics
Education
Seton Hall University 1990 — 1994
Bachelor of Arts, Political Science & Communications
Morristown-Beard School 1986 — 1989
Delmar Dolfins Swim Club 2014 - Present
Cornwall Sea Dragons 2010 - 2012
West Point Triathlon Team 2009 - 2012
Sportsplex New Windsor 2004 - 2010
Human Resource Advantage, Inc. 2001 - 2003
The Madison Group, Inc. 1997 - 2001
Vail Resorts, Inc. 1995 - 1997
Skills
Office Administration, Human Resources, Marketing, Recruiting, Employee Training, Program Development, Organizational..., Project Planning, Research, Paralegals, Legal Documents, Public Speaking, Management, Accounting, Life Insurance, Client Relations, Financial Services, Client Services, Customer Retention, Customer Service, Estate Planning, Event Planning, Event Management, Volunteering, Leadership, Writing, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Coaching, Athletic Training, Swimming, Sports Management, Teaching, Sports Nutrition, Exercise Physiology, Triathlon, Athletics
Education
Seton Hall University 1990 — 1994
Bachelor of Arts, Political Science & Communications
Morristown-Beard School 1986 — 1989