The Nautilus Group®
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The Nautilus Group® Employees
Employee
Years
Job
Industry
Rich Maus Rich Maus's The Nautilus Group® Experience 2005 - Present
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Meredith C. Moore, LUTCF, CLTC Meredith C. Moore, LUTCF, CLTC's The Nautilus Group® Experience 2012 - Present
Job Founder of Moore & Associates Wealth Management, Coordinating Financial Decisions for a Select Group in Greater Atlanta
Industry Financial Services
Experience
Moore and Associates Wealth Management May 1999 - Present
The Nautilus Group® 2012 - Present
Eagle Strategies, LLC 2004 - Present
Georgia Tech Women’s Alumnae Network 2015 - Present
Skills
Retirement Planning, Small Business, Entrepreneurship, Estate Planning, Retirement, Long-term Care, Strategic Planning, Insurance, Executive Management, Life Insurance, Marketing, Finance, Succession Planning, Public Speaking, Sales, Business Planning, Risk Management, Fundraising, Financial Analysis, Financial Services, Start-ups, Strategy, Time Management, Health Insurance, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Securities, Employee Benefits, IRAs, Integrated Marketing, Healthcare, Wealth, Mergers & Acquisitions, Business, Fixed Annuities, Motivational Speaking, LGBT planning
Education
Georgia Institute of Technology 1994 — 1998
BISyE, Industrial and Systems Engineering
Rice University
Moore and Associates Wealth Management May 1999 - Present
The Nautilus Group® 2012 - Present
Eagle Strategies, LLC 2004 - Present
Georgia Tech Women’s Alumnae Network 2015 - Present
Skills
Retirement Planning, Small Business, Entrepreneurship, Estate Planning, Retirement, Long-term Care, Strategic Planning, Insurance, Executive Management, Life Insurance, Marketing, Finance, Succession Planning, Public Speaking, Sales, Business Planning, Risk Management, Fundraising, Financial Analysis, Financial Services, Start-ups, Strategy, Time Management, Health Insurance, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Securities, Employee Benefits, IRAs, Integrated Marketing, Healthcare, Wealth, Mergers & Acquisitions, Business, Fixed Annuities, Motivational Speaking, LGBT planning
Education
Georgia Institute of Technology 1994 — 1998
BISyE, Industrial and Systems Engineering
Rice University
Ralph Hall Ralph Hall's The Nautilus Group® Experience September 2001 - September 2003
Job
Industry Professional Training & Coaching
Experience
CarePayment August 2014 - Present
BYU-Idaho June 2012 - Present
Learning Point, Inc. February 2010 - Present
Columbia Ultimate June 2004 - June 2014
ASTD Cascadia December 2007 - July 2012
Portland State University April 2012 - June 2012
ASTD Cascadia November 2008 - March 2009
Portland Development Commission October 2003 - April 2004
The Nautilus Group September 2001 - September 2003
Learning.com October 2000 - July 2001
Skills
Consulting, Leadership, Training, Instructional Design, Leadership Development, Team Building, E-Learning, Hands-on Training, Training Delivery, Program Management, Strategy, Public Speaking, Organizational..., Cross-functional Team..., Coaching, Human Resources, Process Improvement, Instructor-led Training, Team Leadership, Employee Training, Needs Analysis, Strategic Planning, Learning Management..., Performance Management, Technical Training, Workshop Facilitation, Change Management, Adult Education, Talent Management, Project Planning, Operations Management, Sales, Blended Learning, Training Management, ADDIE, Performance Improvement, Staff Development, Project Management, Organizational..., Curriculum Design, Learning Management, Conflict Resolution, Call Centers, Career Development
Education
Pennsylvania State University World Campus 2005 — 2007
Graduate Certificate
The Ohio State University 1994 — 1996
MBA
Brigham Young University 1986 — 1994
BA
Emmett High School 1982 — 1986
Diploma
CarePayment August 2014 - Present
BYU-Idaho June 2012 - Present
Learning Point, Inc. February 2010 - Present
Columbia Ultimate June 2004 - June 2014
ASTD Cascadia December 2007 - July 2012
Portland State University April 2012 - June 2012
ASTD Cascadia November 2008 - March 2009
Portland Development Commission October 2003 - April 2004
The Nautilus Group September 2001 - September 2003
Learning.com October 2000 - July 2001
Skills
Consulting, Leadership, Training, Instructional Design, Leadership Development, Team Building, E-Learning, Hands-on Training, Training Delivery, Program Management, Strategy, Public Speaking, Organizational..., Cross-functional Team..., Coaching, Human Resources, Process Improvement, Instructor-led Training, Team Leadership, Employee Training, Needs Analysis, Strategic Planning, Learning Management..., Performance Management, Technical Training, Workshop Facilitation, Change Management, Adult Education, Talent Management, Project Planning, Operations Management, Sales, Blended Learning, Training Management, ADDIE, Performance Improvement, Staff Development, Project Management, Organizational..., Curriculum Design, Learning Management, Conflict Resolution, Call Centers, Career Development
Education
Pennsylvania State University World Campus 2005 — 2007
Graduate Certificate
The Ohio State University 1994 — 1996
MBA
Brigham Young University 1986 — 1994
BA
Emmett High School 1982 — 1986
Diploma
G. Scott Hayden, CLU®, ChFC®, MBA G. Scott Hayden, CLU®, ChFC®, MBA's The Nautilus Group® Experience June 2003 - Present
Job Founder and Principal of Hayden Financial & Insurance Solutions, Specializing in Financial, Business, & Estate Planning
Industry Financial Services
Experience
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Michael J. Flynn, MSFS Michael J. Flynn, MSFS's The Nautilus Group® Experience 2003 - Present
Job Skilled Financial Planner/Solving Problems Where Affluence and Complexity Meet
Industry Financial Services
Experience
Flynn Wealth Strategies & Insurance Solutions, Inc. January 1988 - Present
The Nautilus Group® 2003 - Present
Eagle Strategies, LLC 1998 - Present
Skills
Estate Planning, Retirement, Retirement Planning, Wealth Preservation..., Wealth Transfer..., Investments, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Business Insurance..., Charitable Giving, Strategic Planning, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Succession Planning, Supplements to Employee..., 401(k) Rollovers, Insurance, IRAs, Small Business, Disability Insurance, Finance, Management, Life Insurance, Wealth, Financial Services
Education
The American College 1993 — 2000
Master of Science, Financial Services (MSFS)
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (B.A.), Literature
Flynn Wealth Strategies & Insurance Solutions, Inc. January 1988 - Present
The Nautilus Group® 2003 - Present
Eagle Strategies, LLC 1998 - Present
Skills
Estate Planning, Retirement, Retirement Planning, Wealth Preservation..., Wealth Transfer..., Investments, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Business Insurance..., Charitable Giving, Strategic Planning, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Succession Planning, Supplements to Employee..., 401(k) Rollovers, Insurance, IRAs, Small Business, Disability Insurance, Finance, Management, Life Insurance, Wealth, Financial Services
Education
The American College 1993 — 2000
Master of Science, Financial Services (MSFS)
University of California, Santa Cruz 1970 — 1974
Bachelor of Arts (B.A.), Literature
Frank B. Dolph III Frank B. Dolph III's The Nautilus Group® Experience 1997 - Present
Job Providing Sound Strategies and Solutions In Asset Protection, Estate Conservation, and Business and Retirement Planning
Industry Financial Services
Experience
Dolph & Associates Inc. 1991 - Present
The Nautilus Group® 1997 - Present
Skills
Insurance, Estate Planning, Annuity Sales, Financial Services, Asset Protection, Life Insurance..., Lifetime Income..., Retirement Planning, Charitable Giving, Multi-generational..., Business Service, Business Insurance..., Business Succession..., Buy-Sell Agreements
Education
Spring Hill College 1979 — 1983
Bachelor of Science in Business Administration
Cardinal Gibbons High School
Dolph & Associates Inc. 1991 - Present
The Nautilus Group® 1997 - Present
Skills
Insurance, Estate Planning, Annuity Sales, Financial Services, Asset Protection, Life Insurance..., Lifetime Income..., Retirement Planning, Charitable Giving, Multi-generational..., Business Service, Business Insurance..., Business Succession..., Buy-Sell Agreements
Education
Spring Hill College 1979 — 1983
Bachelor of Science in Business Administration
Cardinal Gibbons High School
Rick Holman Rick Holman's The Nautilus Group® Experience January 2008 - October 2014
Job Vice President Senior Estate Planner at Robert W. Baird & Co.
Industry Insurance
Experience
Robert W. Baird & Co. November 2014 - Present
The Nautilus Group January 2008 - October 2014
Genworth Financial February 2006 - December 2007
Raymond James Financial December 1998 - January 2006
Skills
Estate Planning, Business Transition..., Retirement Planning, Tax Law, Personal Financial..., Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
University of Miami 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 1993 — 1996
Doctor of Law (J.D.)
Robert W. Baird & Co. November 2014 - Present
The Nautilus Group January 2008 - October 2014
Genworth Financial February 2006 - December 2007
Raymond James Financial December 1998 - January 2006
Skills
Estate Planning, Business Transition..., Retirement Planning, Tax Law, Personal Financial..., Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
University of Miami 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Florida State University 1993 — 1996
Doctor of Law (J.D.)
Benjamin Yin, MBA, CSM Benjamin Yin, MBA, CSM's The Nautilus Group® Experience September 2012 - Present
Job CoFounder & Principal at Generations Financial, LLC.
Industry Financial Services
Experience
Generations Financial, LLC. September 2010 - Present
Eagle Strategies, LLC March 2015 - Present
The Nautilus Group® September 2012 - Present
Skills
Investments, Insurance, Life Insurance, Retirement, Strategy, Disability Insurance, Real Estate, Retirement Planning, Financial Services, Marketing, Strategic Planning, Asset Protection, Customer Relations, Financial Planning, Securities, Asset Management, Mutual Funds, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Marketing, Communications
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, International Business
Generations Financial, LLC. September 2010 - Present
Eagle Strategies, LLC March 2015 - Present
The Nautilus Group® September 2012 - Present
Skills
Investments, Insurance, Life Insurance, Retirement, Strategy, Disability Insurance, Real Estate, Retirement Planning, Financial Services, Marketing, Strategic Planning, Asset Protection, Customer Relations, Financial Planning, Securities, Asset Management, Mutual Funds, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Marketing, Communications
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, International Business
Meghann Mckenna Meghann Mckenna's The Nautilus Group® Experience May 2010 - Present
Job Owner & Financial Adviser at McKenna Financial in Bozeman, MT, A FamilyOwned Financial Firm Serving Clients Since 1949
Industry Financial Services
Experience
McKenna Financial March 2004 - Present
The Nautilus Group® May 2010 - Present
Eagle Strategies, LLC June 2010 - Present
Skills
Retirement Planning, Investments, Estate Planning, 401k Rollovers, Business Exit Strategy, Multi-Generational..., Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Management, Mutual Funds
Education
Montana State University-Bozeman
Marketing
McKenna Financial March 2004 - Present
The Nautilus Group® May 2010 - Present
Eagle Strategies, LLC June 2010 - Present
Skills
Retirement Planning, Investments, Estate Planning, 401k Rollovers, Business Exit Strategy, Multi-Generational..., Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Management, Mutual Funds
Education
Montana State University-Bozeman
Marketing
Conny Riley Conny Riley's The Nautilus Group® Experience September 2004 - September 2005
Job Account Executive at Fisher Investments
Industry Financial Services
Experience
Fisher Investments October 2012 - Present
The Art of Riley March 2010 - Present
Zones Inc. September 2008 - March 2009
The Nautilus Group September 2004 - September 2005
Self employed, Promoter June 1995 - April 2002
Skills
Direct Sales, Sales, Account Management, Sales Management, Customer Service, Advertising, New Business Development, Strategic Planning, Public Speaking, Team Building, Business Development, Cold Calling, Sales Process, Negotiation, Team Leadership, Marketing
Education
Justus Liebig University Giessen 1996 — 2001
BA, English, Spanish and Business
Fisher Investments October 2012 - Present
The Art of Riley March 2010 - Present
Zones Inc. September 2008 - March 2009
The Nautilus Group September 2004 - September 2005
Self employed, Promoter June 1995 - April 2002
Skills
Direct Sales, Sales, Account Management, Sales Management, Customer Service, Advertising, New Business Development, Strategic Planning, Public Speaking, Team Building, Business Development, Cold Calling, Sales Process, Negotiation, Team Leadership, Marketing
Education
Justus Liebig University Giessen 1996 — 2001
BA, English, Spanish and Business
Phill Nall Phill Nall's The Nautilus Group® Experience June 2001 - September 2002
Job Minister of Education at First Baptist Church of Tucker
Industry Religious Institutions
Experience
First Baptist Church of Tucker March 2005 - Present
Northeast Baptist Church September 2002 - February 2005
The Nautilus Group June 2001 - September 2002
North Avenue Presbyterian Church October 1998 - June 2001
Northeast Baptist Church August 1991 - October 1998
University of South Alabama January 1988 - July 1988
University of Mobile July 1986 - December 1987
Jacksonville University March 1984 - June 1986
Anderson College December 1981 - October 1983
Samford University February 1978 - December 1981
Skills
System Administration, Project Planning, Theology, Pastoral Care, Religion, Missions, Discipleship, Church Events, Biblical Studies, Pastoral Counseling, Volunteer Management, Nonprofits, Leadership Development, Spiritual Direction, Organizational..., Curriculum Design, Teaching, Program Development, Coaching, Management, Budgets, Non-profits, Editing, Stewardship, Leadership, Strategic Thinking, Team Building, Training, Strategic Planning, Staff Development, Organization, Psychotherapy, Event Planning, Public Relations, Non-profit..., Pastoring, Customer Service, People Skills, Microsoft Office, Research, Conflict Resolution, Community Outreach, Church Consulting, Church Growth, Youth Ministry, Evangelism, Church Administration, Chaplaincy
Education
Southern Seminary 1990 — 1991
EdD
Southern Seminary 1988 — 1989
MA, Church Administration
Samford University 1979 — 1982
MBA, Management/Marketing
Samford University 1974 — 1978
BME, Music Education
Polk State College 1972 — 1973
AA, Business Administration
First Baptist Church of Tucker March 2005 - Present
Northeast Baptist Church September 2002 - February 2005
The Nautilus Group June 2001 - September 2002
North Avenue Presbyterian Church October 1998 - June 2001
Northeast Baptist Church August 1991 - October 1998
University of South Alabama January 1988 - July 1988
University of Mobile July 1986 - December 1987
Jacksonville University March 1984 - June 1986
Anderson College December 1981 - October 1983
Samford University February 1978 - December 1981
Skills
System Administration, Project Planning, Theology, Pastoral Care, Religion, Missions, Discipleship, Church Events, Biblical Studies, Pastoral Counseling, Volunteer Management, Nonprofits, Leadership Development, Spiritual Direction, Organizational..., Curriculum Design, Teaching, Program Development, Coaching, Management, Budgets, Non-profits, Editing, Stewardship, Leadership, Strategic Thinking, Team Building, Training, Strategic Planning, Staff Development, Organization, Psychotherapy, Event Planning, Public Relations, Non-profit..., Pastoring, Customer Service, People Skills, Microsoft Office, Research, Conflict Resolution, Community Outreach, Church Consulting, Church Growth, Youth Ministry, Evangelism, Church Administration, Chaplaincy
Education
Southern Seminary 1990 — 1991
EdD
Southern Seminary 1988 — 1989
MA, Church Administration
Samford University 1979 — 1982
MBA, Management/Marketing
Samford University 1974 — 1978
BME, Music Education
Polk State College 1972 — 1973
AA, Business Administration
Corey Metz, CLU's The Nautilus Group® Experience September 2010 - Present
Job Principal, Metz Insurance & Financial
Industry Insurance
Experience
The Nautilus Group September 2010 - Present
Metz Insurance & Financial September 1995 - Present
Skills
Insurance, Employee Benefits, Long-term Care, Disability Insurance, Life Insurance, Healthcare, Retirement, Estate Planning, Investments, Mutual Funds, Long Term Care Insurance, Financial Services, Business Exit Strategy, Asset Protection, Small Business, Strategic Planning, Wealth Preservation..., Universal LIfe, Life Insurance..., Permanent Life Insurance, Buy-sell Agreements, Creative Problem Solving, Wealth Transfer..., Key Person Protection, Legacy Planning, Public Speaking, Income Protection, Business Succession..., Charitable Giving, Licensed Life Insurance..., Lifetime Income..., Whole Life Insurance, Succession Planning, Variable Annuities, Retirement Income..., Gifting Strategies, Retirement Planning, Fixed Annuities, Term life Insurance
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
Tulane University - A.B. Freeman School of Business, Finace
Heritage Hall School 1980 — 1991
The Nautilus Group September 2010 - Present
Metz Insurance & Financial September 1995 - Present
Skills
Insurance, Employee Benefits, Long-term Care, Disability Insurance, Life Insurance, Healthcare, Retirement, Estate Planning, Investments, Mutual Funds, Long Term Care Insurance, Financial Services, Business Exit Strategy, Asset Protection, Small Business, Strategic Planning, Wealth Preservation..., Universal LIfe, Life Insurance..., Permanent Life Insurance, Buy-sell Agreements, Creative Problem Solving, Wealth Transfer..., Key Person Protection, Legacy Planning, Public Speaking, Income Protection, Business Succession..., Charitable Giving, Licensed Life Insurance..., Lifetime Income..., Whole Life Insurance, Succession Planning, Variable Annuities, Retirement Income..., Gifting Strategies, Retirement Planning, Fixed Annuities, Term life Insurance
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
Tulane University - A.B. Freeman School of Business, Finace
Heritage Hall School 1980 — 1991
Kyle Mostransky's The Nautilus Group® Experience January 2010 - Present
Job Experienced Financial Professional Specializing in Capital Accumulation, Asset Protection, and Financial Solutions
Industry Financial Services
Experience
Mostransky Financial & Insurance Solutions January 2004 - Present
The Nautilus Group® January 2010 - Present
Skills
Insurance, Finance, Management, Financial Services, Asset Protection, Retirement Planning, Risk Management, Wealth Transfer..., Personal Finance, Legacy Planning, Business Insurance..., Succession Planning, Supplements to Employee..., Estate Planning
Education
Marist College
Bachelor's Degree, Finance
Mostransky Financial & Insurance Solutions January 2004 - Present
The Nautilus Group® January 2010 - Present
Skills
Insurance, Finance, Management, Financial Services, Asset Protection, Retirement Planning, Risk Management, Wealth Transfer..., Personal Finance, Legacy Planning, Business Insurance..., Succession Planning, Supplements to Employee..., Estate Planning
Education
Marist College
Bachelor's Degree, Finance
Rod Ferguson, CLU®, ChFC®'s The Nautilus Group® Experience June 2000 - Present
Job Principal and Founder at Ferguson Financial Group (FFG)
Industry Insurance
Experience
Ferguson Financial Group (FFG) June 2000 - Present
New York Life Insurance Company June 2000 - Present
Eagle Strategies, LLC June 2000 - Present
The Nautilus Group June 2000 - Present
Union Planters Bank May 1997 - May 2000
CIGNA & CMC April 1994 - April 1997
United States Marine Corps January 1981 - April 1985
Skills
Insurance, Retirement, Life Insurance, Term Life Insurance, Small Business, Estate Planning, Sales, 401(k) Rollovers, IRA Rollovers, Gifting Strategies, Building Relationships, Customer Satisfaction, Charitable Giving, Business Succession...
Education
National University 1981 — 1984
BBA, Business/Finance
Duke University 1979 — 1980
Business Mangement/Finance
Lindbergh High School
Ferguson Financial Group (FFG) June 2000 - Present
New York Life Insurance Company June 2000 - Present
Eagle Strategies, LLC June 2000 - Present
The Nautilus Group June 2000 - Present
Union Planters Bank May 1997 - May 2000
CIGNA & CMC April 1994 - April 1997
United States Marine Corps January 1981 - April 1985
Skills
Insurance, Retirement, Life Insurance, Term Life Insurance, Small Business, Estate Planning, Sales, 401(k) Rollovers, IRA Rollovers, Gifting Strategies, Building Relationships, Customer Satisfaction, Charitable Giving, Business Succession...
Education
National University 1981 — 1984
BBA, Business/Finance
Duke University 1979 — 1980
Business Mangement/Finance
Lindbergh High School
Mark Shmulevsky Mark Shmulevsky's The Nautilus Group® Experience April 2001 - September 2003
Job IT Director
Industry Information Technology and Services
Experience
Innovari May 2015 - Present
Network Essentials, Inc. 1998 - Present
InVivo Health Partners, Inc. January 2006 - December 2007
HydroEnvironmental Resources, Inc. September 2002 - July 2005
The Nautilus Group April 2001 - September 2003
Storied Learning, Inc. August 1999 - May 2003
RealIntellect,Inc 1999 - 2002
Lucent, Inc. May 1999 - March 2001
ADP Dealer Services 1995 - 1999
Blue Cross Blue Shield of Oregon October 1991 - September 1995
Skills
IT Service Management, SaaS, Unified Communications, Project Portfolio..., Network Architecture, Systems Engineering, System Architecture, Business Analysis, Technology Integration, IT Solutions, Solution Architecture, Enterprise Architect, IT Operations, Cloud Computing, SOA, Business Continuity, Data Center, Government Contracting, Business Intelligence, Modernization, IP, CRM, SDLC, Program Management, Enterprise Software, Vendor Management, Process Improvement, Software Development, ITIL, Business Process, Software Documentation, Project Management, Integration, Disaster Recovery, Oracle, Unix, Security, Cross-functional Team..., Requirements Analysis, SharePoint, Data Warehousing, Resource Management, Telecommunications, ERP, Microsoft SQL Server, Enterprise Architecture, Service Delivery, Strategy, Information Technology, Quality Assurance
Education
Massachusetts Institute of Technology 1993 — 1993
Data networks and N-tier technologies
Rigas Tehniska Universitate 1978 — 1985
MS, Systems Engineering and Computer Science
Portland State University 1988 — 1989
Operating Systems
CONTINUED EDUCATION
Innovari May 2015 - Present
Network Essentials, Inc. 1998 - Present
InVivo Health Partners, Inc. January 2006 - December 2007
HydroEnvironmental Resources, Inc. September 2002 - July 2005
The Nautilus Group April 2001 - September 2003
Storied Learning, Inc. August 1999 - May 2003
RealIntellect,Inc 1999 - 2002
Lucent, Inc. May 1999 - March 2001
ADP Dealer Services 1995 - 1999
Blue Cross Blue Shield of Oregon October 1991 - September 1995
Skills
IT Service Management, SaaS, Unified Communications, Project Portfolio..., Network Architecture, Systems Engineering, System Architecture, Business Analysis, Technology Integration, IT Solutions, Solution Architecture, Enterprise Architect, IT Operations, Cloud Computing, SOA, Business Continuity, Data Center, Government Contracting, Business Intelligence, Modernization, IP, CRM, SDLC, Program Management, Enterprise Software, Vendor Management, Process Improvement, Software Development, ITIL, Business Process, Software Documentation, Project Management, Integration, Disaster Recovery, Oracle, Unix, Security, Cross-functional Team..., Requirements Analysis, SharePoint, Data Warehousing, Resource Management, Telecommunications, ERP, Microsoft SQL Server, Enterprise Architecture, Service Delivery, Strategy, Information Technology, Quality Assurance
Education
Massachusetts Institute of Technology 1993 — 1993
Data networks and N-tier technologies
Rigas Tehniska Universitate 1978 — 1985
MS, Systems Engineering and Computer Science
Portland State University 1988 — 1989
Operating Systems
CONTINUED EDUCATION
Donald Lippencott's The Nautilus Group® Experience January 1997 - Present
Job Founder and CEO of Lippencott Financial Group: Helping Clients Maximize, Protect and Distribute Wealth for Over 30 Years
Industry Financial Services
Experience
Lippencott Financial Group 1997 - Present
The Nautilus Group® January 1997 - Present
Eagle Strategies, LLC January 1994 - Present
Skills
Estate Planning, Life Insurance, Investments, Retirement Planning, Insurance, IRAs, Succession Planning, Financial Services, Securities, Finance, Legacy Planning, Risk Management, Wealth, Strategic Planning, Personal Finance, Business Succession..., Business Exit Strategy, Asset Protection, Retirement, Annuity Sales, Charitable Giving, Supplements to Employee..., Key Person Protection, Buy-sell Agreements, IRA Rollovers, Lifetime Income..., Multi-Generational..., Protection..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Key Person Insurance, Life Insurance..., Permanent Life Insurance, Mutual Funds
Education
The American College
Master of Science degree in Financial Services
Gordon College 1980 — 1983
Lippencott Financial Group 1997 - Present
The Nautilus Group® January 1997 - Present
Eagle Strategies, LLC January 1994 - Present
Skills
Estate Planning, Life Insurance, Investments, Retirement Planning, Insurance, IRAs, Succession Planning, Financial Services, Securities, Finance, Legacy Planning, Risk Management, Wealth, Strategic Planning, Personal Finance, Business Succession..., Business Exit Strategy, Asset Protection, Retirement, Annuity Sales, Charitable Giving, Supplements to Employee..., Key Person Protection, Buy-sell Agreements, IRA Rollovers, Lifetime Income..., Multi-Generational..., Protection..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Key Person Insurance, Life Insurance..., Permanent Life Insurance, Mutual Funds
Education
The American College
Master of Science degree in Financial Services
Gordon College 1980 — 1983
Michael F. Broderick, CFP®, CLU®, ChFC®, CAP® Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®'s The Nautilus Group® Experience January 1998 - Present
Job CoFounder of Atlantic Planning Group, Specializing in Business Planning, Executive Benefits and Succession Planning
Industry Financial Services
Experience
Atlantic Planning Group, LLC 1987 - Present
The Nautilus Group® January 1998 - Present
Eagle Strategies, LLC January 1995 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Life Insurance, Licensed Life Insurance..., Protection..., Multi-generational..., Wealth Preservation..., CLU, Key Person Protection, Wealth Transfer..., Gifting Strategies, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Legacy Planning, Life Insurance..., Supplements to Employee..., Key Person Insurance, Lifetime Income..., Permanent Life Insurance, Personal Finance, Risk Management, Strategic Planning, Succession Planning, 401(k) Rollovers, IRAs, Retirement, Financial Advisory, Planning
Education
Providence College 1980 — 1984
BS, Finance
Catholic Memorial 1976 — 1980
Atlantic Planning Group, LLC 1987 - Present
The Nautilus Group® January 1998 - Present
Eagle Strategies, LLC January 1995 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Life Insurance, Licensed Life Insurance..., Protection..., Multi-generational..., Wealth Preservation..., CLU, Key Person Protection, Wealth Transfer..., Gifting Strategies, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Legacy Planning, Life Insurance..., Supplements to Employee..., Key Person Insurance, Lifetime Income..., Permanent Life Insurance, Personal Finance, Risk Management, Strategic Planning, Succession Planning, 401(k) Rollovers, IRAs, Retirement, Financial Advisory, Planning
Education
Providence College 1980 — 1984
BS, Finance
Catholic Memorial 1976 — 1980
Christopher Battersby, CFP®, CLU®, CHFC®, CAP®, MSFS Christopher Battersby, CFP®, CLU®, CHFC®, CAP®, MSFS's The Nautilus Group® Experience April 2014 - Present
Job CoFounder of Atlantic Planning Group, Specializing in Retirement Planning, Estate Planning and Asset Management
Industry Financial Services
Experience
Atlantic Planning Group, LLC January 1995 - Present
The Nautilus Group® April 2014 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Retirement, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Wealth Management..., Sales
Education
The American College
Master of Science in Financial Services, Business and Estate Planning
Babson College 1985 — 1989
BS Business Administration, Economics, Investments, Finance
Western Reserve Academy 1981 — 1985
Atlantic Planning Group, LLC January 1995 - Present
The Nautilus Group® April 2014 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Retirement, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Wealth Management..., Sales
Education
The American College
Master of Science in Financial Services, Business and Estate Planning
Babson College 1985 — 1989
BS Business Administration, Economics, Investments, Finance
Western Reserve Academy 1981 — 1985
Robert H. Petrocelli Jr. Robert H. Petrocelli Jr.'s The Nautilus Group® Experience 2003 - Present
Job Specializing in Estate & Business Planning, Employer Benefits, & Investment Advisory Services for Over 36 Years
Industry Financial Services
Experience
Petrocelli Financial Services LLC 1979 - Present
The Nautilus Group® 2003 - Present
Skills
Investments, Asset Protection, Business insurance..., Business succession..., Buy-sell agreements, Charitable giving, Estate Planning, IRA Rollovers, Key Person Insurance, Life Insurance..., Lifetime Income..., Personal Finance, Retirement Planning, 401k Rollovers, Insurance, Business, Management
Education
University of South Carolina-Columbia
Bachelor of Business Administration
Petrocelli Financial Services LLC 1979 - Present
The Nautilus Group® 2003 - Present
Skills
Investments, Asset Protection, Business insurance..., Business succession..., Buy-sell agreements, Charitable giving, Estate Planning, IRA Rollovers, Key Person Insurance, Life Insurance..., Lifetime Income..., Personal Finance, Retirement Planning, 401k Rollovers, Insurance, Business, Management
Education
University of South Carolina-Columbia
Bachelor of Business Administration
Shawna Bryan Shawna Bryan's The Nautilus Group® Experience April 2002 - September 2002
Job Marketing Analyst at The Standard
Industry Financial Services
Experience
The Standard January 2014 - Present
The Standard March 2009 - January 2014
Bank of America February 2008 - November 2008
Lime Financial Services November 2004 - November 2007
Washington Mutual Bank October 2002 - January 2004
The Nautilus Group April 2002 - September 2002
R/H/A/S Advertising & Public Relations December 2000 - October 2001
Education
Portland State University - School of Business 1997 — 2000
Bachelor’s Degree, Business Administration and Management, General; Advertising Management
The Standard January 2014 - Present
The Standard March 2009 - January 2014
Bank of America February 2008 - November 2008
Lime Financial Services November 2004 - November 2007
Washington Mutual Bank October 2002 - January 2004
The Nautilus Group April 2002 - September 2002
R/H/A/S Advertising & Public Relations December 2000 - October 2001
Education
Portland State University - School of Business 1997 — 2000
Bachelor’s Degree, Business Administration and Management, General; Advertising Management
Jerome (Jerry) Timmermann, CLU®,ChFC®,AEP®,CAP®, CASL®'s The Nautilus Group® Experience January 1981 - Present
Job Owner/President at The Timmermann Group
Industry Financial Services
Experience
The Timmermann Group June 1981 - Present
The Nautilus Group® January 1981 - Present
Eagle Strategies LLC March 1980 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Gifting Strategies, Licensed Life Insurance..., Retirement Planning, ChFC, CAP, Wealth Preservation..., Small Business, Retirement, Multi-generational..., Multi-generational..., Key Person Protection, Insurance, Wealth
Education
The American College 2011 — 2013
CAP Designation
The American College 2009 — 2011
AEP Designation
The American College 2006 — 2009
ChFC Designation
The American College 2000 — 2006
CLU Designation
Southwestern Illinois College 1975 — 1979
Associate's Degree, Business
The Timmermann Group June 1981 - Present
The Nautilus Group® January 1981 - Present
Eagle Strategies LLC March 1980 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Gifting Strategies, Licensed Life Insurance..., Retirement Planning, ChFC, CAP, Wealth Preservation..., Small Business, Retirement, Multi-generational..., Multi-generational..., Key Person Protection, Insurance, Wealth
Education
The American College 2011 — 2013
CAP Designation
The American College 2009 — 2011
AEP Designation
The American College 2006 — 2009
ChFC Designation
The American College 2000 — 2006
CLU Designation
Southwestern Illinois College 1975 — 1979
Associate's Degree, Business
Roger Marti Roger Marti's The Nautilus Group® Experience 2001 - 2003
Job Procurement Agent at The Boeing Company
Industry Defense & Space
Experience
The Boeing Company July 2013 - Present
Real Estate Champions 2004 - 2010
The Nautilus Group 2001 - 2003
Verizon Information Services 2000 - 2001
PartsVoice 1992 - 1999
Skills
Real Estate, Negotiation, New Business Development, Sales, Sales Management, Customer Service, Contract Negotiation, Account Management, Procurement, Supply Chain Management, Logistics, Purchasing, Investment Properties, Inventory Management
Education
Portland State University 2010 — 2013
Bachelor of Arts (B.A.), Logistics, Materials, and Supply Chain Management, suma cum laude
The Boeing Company July 2013 - Present
Real Estate Champions 2004 - 2010
The Nautilus Group 2001 - 2003
Verizon Information Services 2000 - 2001
PartsVoice 1992 - 1999
Skills
Real Estate, Negotiation, New Business Development, Sales, Sales Management, Customer Service, Contract Negotiation, Account Management, Procurement, Supply Chain Management, Logistics, Purchasing, Investment Properties, Inventory Management
Education
Portland State University 2010 — 2013
Bachelor of Arts (B.A.), Logistics, Materials, and Supply Chain Management, suma cum laude
Dennis Sanders's The Nautilus Group® Experience September 2001 - June 2004
Job Commercial Finance Associate at Commercial Finance & Leasing Bank of Cardiff, Inc.
Industry Financial Services
Experience
Commercial Finance & Leasing Bank of Cardiff, Inc. April 2014 - Present
Reliant Services Group, LLC July 2012 - April 2014
Park Place Finance, LLC - Mortgage Lender August 2006 - April 2007
Countrywide Home Loans May 2004 - July 2006
The Nautilus Group September 2001 - June 2004
Skills
Sales, Credit, Sales Management, Strategic Planning, Account Management, Mortgage Lending, Salesforce.com, Management, Marketing, Coaching, Advertising, Marketing Strategy, Customer Service, New Business Development, Loans, Communication, Product Knowledge, Leadership, Professional Phone..., Phone Etiquette, Working With Clients, Due Diligence, Contract Negotiation, Pre-sales, Team Building, Commercial Leasing, Negotiation, Smart Working, Finance, Sales Process
Education
Palomar College 2007 — 2012
Engineer's Degree, Electrical, Electronics and Communications Engineering
Commercial Finance & Leasing Bank of Cardiff, Inc. April 2014 - Present
Reliant Services Group, LLC July 2012 - April 2014
Park Place Finance, LLC - Mortgage Lender August 2006 - April 2007
Countrywide Home Loans May 2004 - July 2006
The Nautilus Group September 2001 - June 2004
Skills
Sales, Credit, Sales Management, Strategic Planning, Account Management, Mortgage Lending, Salesforce.com, Management, Marketing, Coaching, Advertising, Marketing Strategy, Customer Service, New Business Development, Loans, Communication, Product Knowledge, Leadership, Professional Phone..., Phone Etiquette, Working With Clients, Due Diligence, Contract Negotiation, Pre-sales, Team Building, Commercial Leasing, Negotiation, Smart Working, Finance, Sales Process
Education
Palomar College 2007 — 2012
Engineer's Degree, Electrical, Electronics and Communications Engineering
Shahram Hafezipour Shahram Hafezipour's The Nautilus Group® Experience 2000 - 2004
Job Director Of Software Development
Industry Information Technology and Services
Experience
Crown Technolgies Inc. June 2005 - Present
Merrill Lynch January 2005 - June 2005
The Nautilus Group 2000 - 2004
ContractorHub.com 1999 - 2000
Lante Software Consulting January 1998 - March 1999
Skills
Certified Scrum Master..., Agile Methodologies, Scrum, Software Project..., Agile Project Management, Software Development, SDLC, PMP, C#, SOA, Product Management, Web Services, Enterprise Architecture, Solution Architecture, Project Management, Cloud Computing, SaaS, Program Management, Software Engineering
Education
Cornell University - Johnson Graduate School of Management
MBA, Business Management
University of Washington 1994 — 1997
BS, Computer Science
Crown Technolgies Inc. June 2005 - Present
Merrill Lynch January 2005 - June 2005
The Nautilus Group 2000 - 2004
ContractorHub.com 1999 - 2000
Lante Software Consulting January 1998 - March 1999
Skills
Certified Scrum Master..., Agile Methodologies, Scrum, Software Project..., Agile Project Management, Software Development, SDLC, PMP, C#, SOA, Product Management, Web Services, Enterprise Architecture, Solution Architecture, Project Management, Cloud Computing, SaaS, Program Management, Software Engineering
Education
Cornell University - Johnson Graduate School of Management
MBA, Business Management
University of Washington 1994 — 1997
BS, Computer Science
Joyce J. Yoo Joyce J. Yoo's The Nautilus Group® Experience November 2014 - Present
Job Financial Services Professional with NYLIFE Securities, Working with Successful Individuals, Families and Organizations
Industry Financial Services
Experience
The Nautilus Group November 2014 - Present
NYLIFE Securities LLC & New York Life June 2009 - Present
Skills
Wealth Preservation..., 401(k) Rollovers, Investments, Asset Protection, Retirement Planning, Small Business, Multi-generational..., Estate Planning, Gifting Strategies, Annuity Sales, Legacies, Key Person Protection, Protection Planning /..., Succession Planning, Finance, Insurance, Mutual Funds, Multi-generational..., Microsoft Office, Financial Services, Assurance, Customer Service, Leadership, Public Speaking, Securities, Management, Research
Education
Moody Bible Institute
Biblical Studies & Missiology
The Nautilus Group November 2014 - Present
NYLIFE Securities LLC & New York Life June 2009 - Present
Skills
Wealth Preservation..., 401(k) Rollovers, Investments, Asset Protection, Retirement Planning, Small Business, Multi-generational..., Estate Planning, Gifting Strategies, Annuity Sales, Legacies, Key Person Protection, Protection Planning /..., Succession Planning, Finance, Insurance, Mutual Funds, Multi-generational..., Microsoft Office, Financial Services, Assurance, Customer Service, Leadership, Public Speaking, Securities, Management, Research
Education
Moody Bible Institute
Biblical Studies & Missiology
Thomas Kanaley's The Nautilus Group® Experience May 2001 - Present
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
The Nautilus Group May 2001 - Present
Triplett Financial & Insurance Services, LLC February 2002 - October 2012
New York Life Insurance Company June 1996 - January 2001
Connecticut Mutual Life 1995 - 1996
Harter Secrest & Emery LLP 1990 - 1995
Skills
Securities, Insurance, Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, 401k, Asset Allocation, Financial Advisory, Business Planning, Disability Insurance, Employee Benefits, Finance, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, IRAs, Investments, Legal Issues, Legal Translation, Life Insurance, Long-term Care, Mutual Funds, Neighborhood Planning, Non-profit Leadership, Non-profit Program..., Retirement, Risk Management, Sales, Small Business, Succession Planning, Wealth Management...
Education
Case Western Reserve University School of Law 1987 — 1990
JD, Law
Vassar College 1982 — 1986
AB, History
Ardis Chudacoff's The Nautilus Group® Experience March 2001 - November 2004
Job Program Assistant at Clark College
Industry Writing and Editing
Experience
Clark College VolunteerNon-Profit2000 - 2011
Portland Public Schools 2010 - 2010
QuantumClean November 2006 - December 2008
The Nautilus Group March 2001 - November 2004
Skills
Software Documentation, Account Management, Management
Education
George Fox College
Contract Administration
Portland State University
Project Management
Skagit Valley College
AA/ATA Technical Arts
Clark College VolunteerNon-Profit2000 - 2011
Portland Public Schools 2010 - 2010
QuantumClean November 2006 - December 2008
The Nautilus Group March 2001 - November 2004
Skills
Software Documentation, Account Management, Management
Education
George Fox College
Contract Administration
Portland State University
Project Management
Skagit Valley College
AA/ATA Technical Arts
Lennard Burres's The Nautilus Group® Experience 1996 - 2001
Job Market Conduct Professional
Industry Government Administration
Experience
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
Eric Hancz, MBA, CFA, CPA, CVA, CLU, ChFC's The Nautilus Group® Experience April 2002 - June 2014
Job Director of Client Relations at International Capital Management Corporation (ICMC)
Industry Financial Services
Experience
International Capital Management Corporation (ICMC) September 2014 - Present
The Nautilus Group April 2002 - June 2014
Slap-on 2009 - 2014
Value Incorporated September 2000 - December 2001
Charles Schwab & Co., Inc. September 1992 - August 2000
Charles Schwab & Co., Inc. April 1990 - August 1992
IDS-American Express (Now Ameriprise) August 1988 - March 1990
Skills
Financial Modeling, Finance, Valuation, Mergers & Acquisitions, Investments, Management, Financial Analysis, Exit Strategies, Analysis, Strategic Financial..., Business Valuation, Strategy, Forecasting, Accounting, Negotiation
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Finance
Franklin College 1984 — 1987
BA, Economics and Business
International Capital Management Corporation (ICMC) September 2014 - Present
The Nautilus Group April 2002 - June 2014
Slap-on 2009 - 2014
Value Incorporated September 2000 - December 2001
Charles Schwab & Co., Inc. September 1992 - August 2000
Charles Schwab & Co., Inc. April 1990 - August 1992
IDS-American Express (Now Ameriprise) August 1988 - March 1990
Skills
Financial Modeling, Finance, Valuation, Mergers & Acquisitions, Investments, Management, Financial Analysis, Exit Strategies, Analysis, Strategic Financial..., Business Valuation, Strategy, Forecasting, Accounting, Negotiation
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Finance
Franklin College 1984 — 1987
BA, Economics and Business
Marvin Howard II's The Nautilus Group® Experience July 2013 - Present
Job Geeky Well Rounded Desktop Support Associate
Industry Insurance
Experience
The Nautilus Group July 2013 - Present
Superior Technical Resources January 2012 - May 2013
Agile Resources, Inc. September 2009 - May 2010
Etalk Corporation January 1999 - December 2007
Volt Service Group January 1998 - January 1999
Skills
VPN, CTI, Requirements Analysis, Windows, Troubleshooting, Software Installation, Microsoft SQL Server, Remote Desktop, Switches, VoIP, Servers, Call Centers, Help Desk Support, Microsoft Office, Windows 7, Windows XP Pro, Windows Vista, Ghost Imaging, Hardware Support, Desktop Deployment, Asset Management, Customer Service, Desktop Application..., Technical Support, Active Directory, Laptops, Microsoft Exchange, Windows XP
Education
University of Phoenix 2013 — 2016
Bachelor of Science (BS), Information Technology
University of Phoenix 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Information Technology
Tarrant County College 2011 — 2012
Computer and Information Sciences and Support Services, 3.0
Collin County Community College
Web Administration and Development
University of Texas
Computer Business Information Systems
The Nautilus Group July 2013 - Present
Superior Technical Resources January 2012 - May 2013
Agile Resources, Inc. September 2009 - May 2010
Etalk Corporation January 1999 - December 2007
Volt Service Group January 1998 - January 1999
Skills
VPN, CTI, Requirements Analysis, Windows, Troubleshooting, Software Installation, Microsoft SQL Server, Remote Desktop, Switches, VoIP, Servers, Call Centers, Help Desk Support, Microsoft Office, Windows 7, Windows XP Pro, Windows Vista, Ghost Imaging, Hardware Support, Desktop Deployment, Asset Management, Customer Service, Desktop Application..., Technical Support, Active Directory, Laptops, Microsoft Exchange, Windows XP
Education
University of Phoenix 2013 — 2016
Bachelor of Science (BS), Information Technology
University of Phoenix 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Information Technology
Tarrant County College 2011 — 2012
Computer and Information Sciences and Support Services, 3.0
Collin County Community College
Web Administration and Development
University of Texas
Computer Business Information Systems
John Maughan's The Nautilus Group® Experience August 2002 - March 2003
Job Experienced Manager, Scheduler and Laborer in warehouse or manufacturing. Familiar with SAP and Microsoft Office.
Industry Warehousing
Experience
Frito Lay March 2013 - Present
MEGGITT (Pacific Scientific-OECO) September 2012 - December 2012
Wilbur-Ellis Company December 2010 - September 2012
Gale Interior Solutions March 2003 - December 2008
The Nautilus Group August 2002 - March 2003
Bulwark Pest Control March 2001 - August 2002
Portugal Lisbon North Mission February 1999 - February 2001
Skills
Forecasting, Logistics, Process Improvement, Inventory, Continuous Improvement, Manufacturing, Lean Manufacturing, SAP, Account Management, Public Speaking, Cross-functional Team..., Team Building, Operations Management, Purchase Orders, Contract Negotiation
Education
Brigham Young University - Idaho 2013 — 2014
Bachelor of Business Management, Business, Management, Marketing, and Related Support Services
Clackamas Community College 2008 — 2010
AS, Business, Economics, Accounting
Frito Lay March 2013 - Present
MEGGITT (Pacific Scientific-OECO) September 2012 - December 2012
Wilbur-Ellis Company December 2010 - September 2012
Gale Interior Solutions March 2003 - December 2008
The Nautilus Group August 2002 - March 2003
Bulwark Pest Control March 2001 - August 2002
Portugal Lisbon North Mission February 1999 - February 2001
Skills
Forecasting, Logistics, Process Improvement, Inventory, Continuous Improvement, Manufacturing, Lean Manufacturing, SAP, Account Management, Public Speaking, Cross-functional Team..., Team Building, Operations Management, Purchase Orders, Contract Negotiation
Education
Brigham Young University - Idaho 2013 — 2014
Bachelor of Business Management, Business, Management, Marketing, and Related Support Services
Clackamas Community College 2008 — 2010
AS, Business, Economics, Accounting
Bart Bradshaw's The Nautilus Group® Experience June 2014 - Present
Job Vice President of Advanced Planning at The Nautilus Group
Industry Insurance
Experience
The Nautilus Group June 2014 - Present
Genworth Financial May 2005 - May 2014
Skills
Life Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Series 7, Series 24, Variable Products, Tax Law, Estate Tax Planning, Qualified Retirement..., Term Life Insurance, Insurance
Education
Mississippi College School of Law 1987 — 1990
Juris Doctor (J.D.), Law
University of Central Florida 1980 — 1985
Bachelor's Degree, Liberal Arts / English
The Nautilus Group June 2014 - Present
Genworth Financial May 2005 - May 2014
Skills
Life Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Series 7, Series 24, Variable Products, Tax Law, Estate Tax Planning, Qualified Retirement..., Term Life Insurance, Insurance
Education
Mississippi College School of Law 1987 — 1990
Juris Doctor (J.D.), Law
University of Central Florida 1980 — 1985
Bachelor's Degree, Liberal Arts / English