TIME Financial
TIME Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TIME Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TIME Financial Employees
Employee
Years
Job
Industry
Alan Todd Alan Todd's TIME Financial Experience July 2009 - February 2011
Job RIA Internal Wholesaler at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
TIAA-CREF February 2011 - August 2012
TIME Financial July 2009 - February 2011
Nationwide Financial October 2008 - June 2009
Nationwide Insurance March 2008 - October 2008
Nationwide Financial June 2005 - March 2008
Nationwide Financial June 2004 - September 2004
Skills
Relationship Management, Wealth Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Financial Advisory, Series 6, Series 63, Life and Health Licensed, Insurance, Underwriting, Financial Analysis, Estate Planning, Delivering Results, Investments, Retirement, Customer Service, Strategic Financial..., Leadership, Determined, Persistence, Risk Management, Case Managment, Management, FINRA, Sales Support, Highly resourceful, Annuities, Trend Analysis, Regulatory Requirements, Service Management, Case Management, Compliance, Call Center, Adaptation, Multi Tasking, Asset Allocation, Securities, Sales, Retirement Planning, Finance, Process Improvement
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Financial Management
TIAA-CREF August 2012 - Present
TIAA-CREF February 2011 - August 2012
TIME Financial July 2009 - February 2011
Nationwide Financial October 2008 - June 2009
Nationwide Insurance March 2008 - October 2008
Nationwide Financial June 2005 - March 2008
Nationwide Financial June 2004 - September 2004
Skills
Relationship Management, Wealth Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, Financial Advisory, Series 6, Series 63, Life and Health Licensed, Insurance, Underwriting, Financial Analysis, Estate Planning, Delivering Results, Investments, Retirement, Customer Service, Strategic Financial..., Leadership, Determined, Persistence, Risk Management, Case Managment, Management, FINRA, Sales Support, Highly resourceful, Annuities, Trend Analysis, Regulatory Requirements, Service Management, Case Management, Compliance, Call Center, Adaptation, Multi Tasking, Asset Allocation, Securities, Sales, Retirement Planning, Finance, Process Improvement
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Financial Management
Maurice Howard Maurice Howard's TIME Financial Experience October 2013 - Present
Job Case Manager at TIME Financial
Industry Financial Services
Experience
TIME Financial October 2013 - Present
AXA Equitable January 2013 - October 2013
AXA Equitable June 2010 - December 2012
Skills
Financial Services, Insurance, Life Insurance, Customer Experience, Outlook, Relationship Management, Customer Service, Customer Satisfaction, Internal Communications, Process Improvement, Access, Call Centers
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Communication Studies
TIME Financial October 2013 - Present
AXA Equitable January 2013 - October 2013
AXA Equitable June 2010 - December 2012
Skills
Financial Services, Insurance, Life Insurance, Customer Experience, Outlook, Relationship Management, Customer Service, Customer Satisfaction, Internal Communications, Process Improvement, Access, Call Centers
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Communication Studies
Nick Eustrom Nick Eustrom's TIME Financial Experience September 2009 - February 2011
Job Renewable Energy, Chemicals & Products Event Designer at Infocast
Industry Events Services
Experience
Infocast February 2014 - Present
SolarCity November 2014 - Present
INFOCAST November 2011 - February 2014
Pacific Baseball Academy 2012 - 2013
INFOCAST February 2011 - November 2011
TIME Financial September 2009 - February 2011
Viewpoint School March 2009 - June 2009
Dick's Sporting Goods August 2002 - March 2009
Chick's Sporting Goods 2002 - 2009
Chick's Sporting Goods 2002 - 2009
Skills
Event Planning, Customer Service, Event Management, Sales, Recruiting, Public Speaking, Microsoft Office, Research, Social Media, Public Relations, Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Business Development, Market Research, Social Networking, Coaching, Microsoft Excel, PowerPoint, Corporate Events, Press Releases, Contract Negotiation, Budgets, New Business Development, Online Marketing, Time Management, Management, Team Building, Advertising
Education
California State University-Northridge 2006 — 2009
BA, Political Science
Los Angeles Pierce College 2002 — 2005
General Studies, General Studies
Los Angeles Valley College 2004 — 2004
General Studies, Baseball
Infocast February 2014 - Present
SolarCity November 2014 - Present
INFOCAST November 2011 - February 2014
Pacific Baseball Academy 2012 - 2013
INFOCAST February 2011 - November 2011
TIME Financial September 2009 - February 2011
Viewpoint School March 2009 - June 2009
Dick's Sporting Goods August 2002 - March 2009
Chick's Sporting Goods 2002 - 2009
Chick's Sporting Goods 2002 - 2009
Skills
Event Planning, Customer Service, Event Management, Sales, Recruiting, Public Speaking, Microsoft Office, Research, Social Media, Public Relations, Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Business Development, Market Research, Social Networking, Coaching, Microsoft Excel, PowerPoint, Corporate Events, Press Releases, Contract Negotiation, Budgets, New Business Development, Online Marketing, Time Management, Management, Team Building, Advertising
Education
California State University-Northridge 2006 — 2009
BA, Political Science
Los Angeles Pierce College 2002 — 2005
General Studies, General Studies
Los Angeles Valley College 2004 — 2004
General Studies, Baseball
Lorelei Brillante, FLMI, AIRC, AFSI, ACS Lorelei Brillante, FLMI, AIRC, AFSI, ACS's TIME Financial Experience ManagerTIME Financial, a Crump company2004 - 2013
Job Experienced life insurance operations professional
Industry Financial Services
Experience
TIME Financial ManagerTIME Financial, a Crump company2004 - 2013
Balboa Insurance 2003 - 2004
First Colony 1990 - 1995
Skills
Life Insurance, Series 63, Estate Planning, Customer Service, Strategic Planning, Process Improvement, Series 6, Team Building, Management, Long-term Care, Insurance, Employee Benefits, Strategic Financial..., Financial Services, Wealth Management
Education
Occidental College
Diplomacy and World Affairs
TIME Financial ManagerTIME Financial, a Crump company2004 - 2013
Balboa Insurance 2003 - 2004
First Colony 1990 - 1995
Skills
Life Insurance, Series 63, Estate Planning, Customer Service, Strategic Planning, Process Improvement, Series 6, Team Building, Management, Long-term Care, Insurance, Employee Benefits, Strategic Financial..., Financial Services, Wealth Management
Education
Occidental College
Diplomacy and World Affairs
Bob Larkins CLU, ChFC Bob Larkins CLU, ChFC's TIME Financial Experience July 2002 - January 2012
Job Managing Principle, Larkins & Larkins LLC
Industry Financial Services
Experience
AgencyOne and PLAN August 2013 - Present
AgencyONE and Professional Life Advisors Network August 2013 - Present
Insurance Designers of America February 2012 - August 2013
TIME Financial July 2002 - January 2012
Skills
Wealth Transfer Planning, Business Succession..., Charitable and..., Insurance Policy Audits, Life Insurance, Intergenerational..., Multi-generational..., Asset Protection, Dynasty Trusts, Fixed Annuities, Securities, Series 63, Strategic Financial..., Long-term Care, Succession Planning, Estate Planning, Wealth, Retirement Planning, Underwriting, Insurance, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Investments, Term Life Insurance, Financial Planners, Disability Insurance, Series 7, Financial Services, Wealth Transfer
Education
University of Dayton
University of Dayton
AgencyOne and PLAN August 2013 - Present
AgencyONE and Professional Life Advisors Network August 2013 - Present
Insurance Designers of America February 2012 - August 2013
TIME Financial July 2002 - January 2012
Skills
Wealth Transfer Planning, Business Succession..., Charitable and..., Insurance Policy Audits, Life Insurance, Intergenerational..., Multi-generational..., Asset Protection, Dynasty Trusts, Fixed Annuities, Securities, Series 63, Strategic Financial..., Long-term Care, Succession Planning, Estate Planning, Wealth, Retirement Planning, Underwriting, Insurance, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Investments, Term Life Insurance, Financial Planners, Disability Insurance, Series 7, Financial Services, Wealth Transfer
Education
University of Dayton
University of Dayton
Andrew Victor's TIME Financial Experience February 2013 - January 2015
Job National Life Specialist at Shurwest
Industry Insurance
Experience
Shurwest Financial Group January 2015 - Present
Victor Life Design January 2011 - Present
TIME Financial February 2013 - January 2015
Skills
Insurance, Investments, Public Speaking, Strategic Planning, Series 7, Series 63, Financial Analysis, Risk Management
Education
Harvard College 1989 — 1993
AB, Government
The Gunnery 1986 — 1989
Shurwest Financial Group January 2015 - Present
Victor Life Design January 2011 - Present
TIME Financial February 2013 - January 2015
Skills
Insurance, Investments, Public Speaking, Strategic Planning, Series 7, Series 63, Financial Analysis, Risk Management
Education
Harvard College 1989 — 1993
AB, Government
The Gunnery 1986 — 1989
Jennifer Hardison, MBA Jennifer Hardison, MBA's TIME Financial Experience June 2010 - April 2011
Job Loan Coordinator
Industry Financial Services
Experience
Standard Pacific Homes July 2013 - Present
Accenture September 2012 - July 2013
Accenture November 2011 - September 2012
Zenta August 2011 - November 2011
TIME Financial June 2010 - April 2011
Skills
Customer Service, Portfolio Management, Process Improvement, Microsoft Office, Financial Analysis, Strategic Planning, Outlook, Negotiation, Data Analysis, Risk Management, Analysis, Management
Education
Winthrop University 2006 — 2009
MBA
College of Charleston 1993 — 1998
BA, History, Political Science
Standard Pacific Homes July 2013 - Present
Accenture September 2012 - July 2013
Accenture November 2011 - September 2012
Zenta August 2011 - November 2011
TIME Financial June 2010 - April 2011
Skills
Customer Service, Portfolio Management, Process Improvement, Microsoft Office, Financial Analysis, Strategic Planning, Outlook, Negotiation, Data Analysis, Risk Management, Analysis, Management
Education
Winthrop University 2006 — 2009
MBA
College of Charleston 1993 — 1998
BA, History, Political Science
Bart Daniel Bart Daniel's TIME Financial Experience May 2000 - Present
Job Insurance Planning Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial May 2000 - Present
Skills
Insurance, Life Insurance, Retirement Planning, Wealth Management, Estate Planning, Long-term Care, Series 7, Disability Insurance, Retirement, Underwriting, Series 63, Risk Management, Financial Services, Series 6
Education
University of Washington 1981 — 1984
Master of Science (MS), Kinesiology and Exercise Science
UC Davis, University of Washington 1978 — 1980
Bachelor of Science (BS), MS, Fisheries Biology
UC Irvine 1975 — 1977
Biology, General
TIME Financial May 2000 - Present
Skills
Insurance, Life Insurance, Retirement Planning, Wealth Management, Estate Planning, Long-term Care, Series 7, Disability Insurance, Retirement, Underwriting, Series 63, Risk Management, Financial Services, Series 6
Education
University of Washington 1981 — 1984
Master of Science (MS), Kinesiology and Exercise Science
UC Davis, University of Washington 1978 — 1980
Bachelor of Science (BS), MS, Fisheries Biology
UC Irvine 1975 — 1977
Biology, General
Jennifer Webster Jennifer Webster's TIME Financial Experience 2010 - 2012
Job Experienced Administrative Professional Financial Services, Healthcare, Insurance
Industry Financial Services
Experience
TIME Financial 2010 - 2012
TIME Financial Services 2009 - 2010
Skills
Underwriting, Life Insurance, Insurance, Administrative Functions, Financial Services, Microsoft Word, Microsoft Excel, Management, Policy, Mutual Funds, Time Management, Sales, Risk Management
Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration (BSBA), Finance
T.C. Roberson High School
TIME Financial 2010 - 2012
TIME Financial Services 2009 - 2010
Skills
Underwriting, Life Insurance, Insurance, Administrative Functions, Financial Services, Microsoft Word, Microsoft Excel, Management, Policy, Mutual Funds, Time Management, Sales, Risk Management
Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration (BSBA), Finance
T.C. Roberson High School
Fatimah Kausar Fatimah Kausar's TIME Financial Experience June 2009 - Present
Job Case Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services July 2013 - Present
TIME Financial June 2009 - Present
Financial June 2009 - Present
H&M 2007 - 2008
Skills
Life Insurance, Insurance, Analysis, Training, Financial Services
Education
California State University-Fullerton 2004 — 2012
Bachelor of Arts (BA), Criminal Justice and Corrections
Crump Life Insurance Services July 2013 - Present
TIME Financial June 2009 - Present
Financial June 2009 - Present
H&M 2007 - 2008
Skills
Life Insurance, Insurance, Analysis, Training, Financial Services
Education
California State University-Fullerton 2004 — 2012
Bachelor of Arts (BA), Criminal Justice and Corrections
James Karthaus, CFP(r)'s TIME Financial Experience February 2009 - February 2012
Job Principal of Nautic Financial Group, LLC
Industry Financial Services
Experience
Nautic Financial Group, LLC February 2012 - Present
TIME Financial February 2009 - February 2012
The Hartford February 2005 - February 2009
United States Marine Corps September 1983 - March 2005
Skills
Retirement Planning, Intergenerational..., Estate Planning, Wealth Management, Long-term Care, Insurance, Health Insurance, Investment Advisory, Risk Management, Fixed Annuities, Uniform Combined State..., Investments, Life Insurance, Wealth Management..., Succession Planning, Portfolio Management, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Wealth, Finance, Securities, Financial Advisory, Pensions, Financial Services, Disability Insurance
Education
Villanova University 1990 — 1992
Masters, Amer. Foreign Affairs
The United States Naval Postgraduate School 1985 — 1985
ASO, Aviation Safety Officer School
SUNY at Geneseo 1979 — 1982
Bachelor's degree, Political Science and Government
Nautic Financial Group, LLC February 2012 - Present
TIME Financial February 2009 - February 2012
The Hartford February 2005 - February 2009
United States Marine Corps September 1983 - March 2005
Skills
Retirement Planning, Intergenerational..., Estate Planning, Wealth Management, Long-term Care, Insurance, Health Insurance, Investment Advisory, Risk Management, Fixed Annuities, Uniform Combined State..., Investments, Life Insurance, Wealth Management..., Succession Planning, Portfolio Management, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Wealth, Finance, Securities, Financial Advisory, Pensions, Financial Services, Disability Insurance
Education
Villanova University 1990 — 1992
Masters, Amer. Foreign Affairs
The United States Naval Postgraduate School 1985 — 1985
ASO, Aviation Safety Officer School
SUNY at Geneseo 1979 — 1982
Bachelor's degree, Political Science and Government
Natalie Tompkins Bynum, FLMI, ACS Natalie Tompkins Bynum, FLMI, ACS's TIME Financial Experience September 2009 - May 2013
Job at
Industry Insurance
Experience
MetLife March 2015 - Present
MetLife July 2013 - March 2015
TIME Financial September 2009 - May 2013
Actively Seeking Employment July 2009 - September 2009
Phoenix Life Insurance Company September 2007 - July 2009
Executive Financial LLC October 2006 - September 2007
Pacific Life Insurance Company June 2004 - October 2006
UVEST Financial Services, Inc September 2003 - June 2004
Penn Mutual Life Insurance Co May 2002 - September 2003
Capital Choice Advisors April 2001 - May 2002
Skills
Salesforce.com, Excel
Education
University of Arkansas at Little Rock 1988 — 1993
BA, Sociology
Hot Springs High School 1985 — 1988
High School Diploma
MetLife March 2015 - Present
MetLife July 2013 - March 2015
TIME Financial September 2009 - May 2013
Actively Seeking Employment July 2009 - September 2009
Phoenix Life Insurance Company September 2007 - July 2009
Executive Financial LLC October 2006 - September 2007
Pacific Life Insurance Company June 2004 - October 2006
UVEST Financial Services, Inc September 2003 - June 2004
Penn Mutual Life Insurance Co May 2002 - September 2003
Capital Choice Advisors April 2001 - May 2002
Skills
Salesforce.com, Excel
Education
University of Arkansas at Little Rock 1988 — 1993
BA, Sociology
Hot Springs High School 1985 — 1988
High School Diploma
Jeff Schleien, CFP®, MBA's TIME Financial Experience June 2012 - November 2012
Job Regional Vice President at Prudential Insurance Company of America
Industry Insurance
Experience
Prudential Insurance Company of America January 2015 - Present
Farmers Insurance November 2012 - August 2014
TIME Financial June 2012 - November 2012
MetLife April 1988 - June 2012
MetLife January 2010 - February 2011
MetLife February 2007 - January 2010
MetLife February 2003 - February 2007
MetLife June 1995 - March 2001
MetLife April 1993 - June 1995
MetLife April 1991 - April 1993
Education
California Lutheran University 1998 — 2001
Masters, Business Administration
College for Financial Planning 1994 — 1994
CFP®, Financial Planning
UCLA
BA, Economics
Prudential Insurance Company of America January 2015 - Present
Farmers Insurance November 2012 - August 2014
TIME Financial June 2012 - November 2012
MetLife April 1988 - June 2012
MetLife January 2010 - February 2011
MetLife February 2007 - January 2010
MetLife February 2003 - February 2007
MetLife June 1995 - March 2001
MetLife April 1993 - June 1995
MetLife April 1991 - April 1993
Education
California Lutheran University 1998 — 2001
Masters, Business Administration
College for Financial Planning 1994 — 1994
CFP®, Financial Planning
UCLA
BA, Economics
Nate Thurbee's TIME Financial Experience June 2009 - Present
Job Case Design Manager/Product Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial June 2009 - Present
Prism Financial Group September 2003 - March 2009
Skills
Insurance, Life Insurance, Customer Service, Strategic Planning, Marketing, Sales, Retirement Planning, Risk Management, Underwriting, Long-term Care, Management, Employee Training, Technical Product...
Education
Columbia College Chicago 1996 — 1998
BA, Film Production
TIME Financial June 2009 - Present
Prism Financial Group September 2003 - March 2009
Skills
Insurance, Life Insurance, Customer Service, Strategic Planning, Marketing, Sales, Retirement Planning, Risk Management, Underwriting, Long-term Care, Management, Employee Training, Technical Product...
Education
Columbia College Chicago 1996 — 1998
BA, Film Production
Neysa L. Harris Neysa L. Harris's TIME Financial Experience September 2011 - March 2012
Job Administrative Professional
Industry Aviation & Aerospace
Experience
AV April 2012 - Present
TIME Financial September 2011 - March 2012
Coram Healthcare August 2011 - September 2011
C. B. Richard Ellis April 2011 - April 2011
Zurich Insurance October 2010 - February 2011
Acitivision Blizard May 1995 - April 2009
Western Federal Savings Bank September 1989 - May 1995
Skills
Administrative...
Education
University of West Los Angeles 1993 — 1996
Legal Assistant, Paralegal Studies
Tuskegee University 1986 — 1989
Politcal Science Major
AV April 2012 - Present
TIME Financial September 2011 - March 2012
Coram Healthcare August 2011 - September 2011
C. B. Richard Ellis April 2011 - April 2011
Zurich Insurance October 2010 - February 2011
Acitivision Blizard May 1995 - April 2009
Western Federal Savings Bank September 1989 - May 1995
Skills
Administrative...
Education
University of West Los Angeles 1993 — 1996
Legal Assistant, Paralegal Studies
Tuskegee University 1986 — 1989
Politcal Science Major
Phil Lukins Phil Lukins's TIME Financial Experience 2010 - Present
Job Vice President, Sales at Time Financial
Industry Financial Services
Experience
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
David Levitt, CLU, ChFC David Levitt, CLU, ChFC's TIME Financial Experience October 2014 - Present
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial October 2014 - Present
Madison Brokerage January 2014 - April 2014
Prudential Financial January 2013 - January 2014
The Hartford May 2003 - January 2013
The Hartford April 2006 - October 2007
EisnerAmper LLP September 1999 - April 2002
Nathan and Lewis Securities December 1997 - September 1999
Skills
Sales Management, Strategic Planning, Strategic Financial..., Wholesale, Estate Planning, Long-term Care, Insurance, Series 63, Series 6, Life Insurance, Financial Services, Leadership, Retirement Planning, Sales, Portfolio Management, Fixed Annuities, Disability Insurance, 401k, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Economics with Accounting/Finance Concentration
TIME Financial October 2014 - Present
Madison Brokerage January 2014 - April 2014
Prudential Financial January 2013 - January 2014
The Hartford May 2003 - January 2013
The Hartford April 2006 - October 2007
EisnerAmper LLP September 1999 - April 2002
Nathan and Lewis Securities December 1997 - September 1999
Skills
Sales Management, Strategic Planning, Strategic Financial..., Wholesale, Estate Planning, Long-term Care, Insurance, Series 63, Series 6, Life Insurance, Financial Services, Leadership, Retirement Planning, Sales, Portfolio Management, Fixed Annuities, Disability Insurance, 401k, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Economics with Accounting/Finance Concentration
Deanna Grady Deanna Grady's TIME Financial Experience March 2000 - February 2001
Job
Industry Telecommunications
Experience
Tangoe July 2002 - Present
TIME Financial March 2000 - February 2001
Sampson Regional Medical Center August 1998 - February 2000
Department of Social Services February 1998 - August 1998
Skills
Customer Service, Telecommunications, Analysis, Microsoft Excel, Microsoft Office, Call Centers, Process Improvement, Vendor Management, Outlook, PowerPoint, Event Planning, VoIP, Android, Small Business, Employee Benefits, Employee Training, Compliance, Contractors, General Ledger, Hospitality Industry, HR Policies, Preventive Maintenance, Loan Origination, Loans, Loan Closings, Monthly Close Process, Telephone Skills, Appointment Scheduling
Education
Mount Olive College 2003 — 2005
Bachelor of Applied Science (BASc), Organizational Leadership
Sampson Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General, 3.4
Tangoe July 2002 - Present
TIME Financial March 2000 - February 2001
Sampson Regional Medical Center August 1998 - February 2000
Department of Social Services February 1998 - August 1998
Skills
Customer Service, Telecommunications, Analysis, Microsoft Excel, Microsoft Office, Call Centers, Process Improvement, Vendor Management, Outlook, PowerPoint, Event Planning, VoIP, Android, Small Business, Employee Benefits, Employee Training, Compliance, Contractors, General Ledger, Hospitality Industry, HR Policies, Preventive Maintenance, Loan Origination, Loans, Loan Closings, Monthly Close Process, Telephone Skills, Appointment Scheduling
Education
Mount Olive College 2003 — 2005
Bachelor of Applied Science (BASc), Organizational Leadership
Sampson Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General, 3.4
Aaron Pinkston, FLMI, ACS Aaron Pinkston, FLMI, ACS's TIME Financial Experience August 2013 - Present
Job Internal Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial August 2013 - Present
TIME Financial January 2011 - August 2013
Self February 2007 - January 2011
Clarifinancial July 2007 - November 2010
Gene Pleasants Agency March 2005 - February 2007
John Hancock May 2003 - March 2005
Skills
Life Insurance, Insurance, Strategic Financial..., Financial Planning, Wealth Management, Process Improvement, SEO copywriting, Sales, Technical Communication, Continuous Improvement, Problem Solving, Small Business, Retirement Planning, Innovation, Wealth
Education
Life Office Management Association 2011 — 2013
FLMI, ACS
University of Phoenix 2006 — 2009
Bachelor of Science, Marketing
University of North Carolina at Chapel Hill 1996 — 2000
Music Composition
Providence Senior High School 1992 — 1996
TIME Financial August 2013 - Present
TIME Financial January 2011 - August 2013
Self February 2007 - January 2011
Clarifinancial July 2007 - November 2010
Gene Pleasants Agency March 2005 - February 2007
John Hancock May 2003 - March 2005
Skills
Life Insurance, Insurance, Strategic Financial..., Financial Planning, Wealth Management, Process Improvement, SEO copywriting, Sales, Technical Communication, Continuous Improvement, Problem Solving, Small Business, Retirement Planning, Innovation, Wealth
Education
Life Office Management Association 2011 — 2013
FLMI, ACS
University of Phoenix 2006 — 2009
Bachelor of Science, Marketing
University of North Carolina at Chapel Hill 1996 — 2000
Music Composition
Providence Senior High School 1992 — 1996
Bill Cosseboom, CFP, CLU Bill Cosseboom, CFP, CLU's TIME Financial Experience November 2011 - Present
Job Regional Estate, Business, and Insurance Specialist for Morgan Stanley Wealth Management at TIME Financial
Industry Financial Services
Experience
TIME Financial November 2011 - Present
Capitas Financial February 2010 - November 2011
Hartford Life November 1999 - February 2010
Skills
Series 7, Estate Planning, Wealth Management, Insurance, Series 24, Long Term Care Insurance
Education
Southern California Institute 2008 — 2009
Laureate in Wealth Strategies
College for Financial Planning 1983 — 1987
CFP, Financial Planning
Tufts University 1973 — 1977
Bachelor's degree, Philosophy, English
Loomis-Chaffee 1969 — 1973
College Prep
TIME Financial November 2011 - Present
Capitas Financial February 2010 - November 2011
Hartford Life November 1999 - February 2010
Skills
Series 7, Estate Planning, Wealth Management, Insurance, Series 24, Long Term Care Insurance
Education
Southern California Institute 2008 — 2009
Laureate in Wealth Strategies
College for Financial Planning 1983 — 1987
CFP, Financial Planning
Tufts University 1973 — 1977
Bachelor's degree, Philosophy, English
Loomis-Chaffee 1969 — 1973
College Prep
Jeff Romano Jeff Romano's TIME Financial Experience June 2003 - July 2011
Job Senior Competition Analyst at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
NarroWay Productions, Inc. March 2010 - Present
MetLife December 2013 - June 2014
TRADEBANK of Charlotte January 2013 - November 2013
TIME Financial June 2003 - July 2011
Sammons Financial Group October 1994 - June 2003
Equifax October 1983 - October 1994
Skills
Creative Problem Solving, Building Relationships, Continuous Improvement, People Management, Group Presentations, Insurance, Team Building, Customer Service, Process Improvement, Customer Relations, Negotiation, Mentoring, Coaching, Operations Management, Team Leadership, Cross-functional Team..., New Business Development, Management, Time Management, Leadership, Sales, Health Insurance, Program Management, Small Business, Financial Services, Life Insurance, Training, Customer Satisfaction
Education
UCLA 1975 — 1978
MetLife December 2013 - Present
NarroWay Productions, Inc. March 2010 - Present
MetLife December 2013 - June 2014
TRADEBANK of Charlotte January 2013 - November 2013
TIME Financial June 2003 - July 2011
Sammons Financial Group October 1994 - June 2003
Equifax October 1983 - October 1994
Skills
Creative Problem Solving, Building Relationships, Continuous Improvement, People Management, Group Presentations, Insurance, Team Building, Customer Service, Process Improvement, Customer Relations, Negotiation, Mentoring, Coaching, Operations Management, Team Leadership, Cross-functional Team..., New Business Development, Management, Time Management, Leadership, Sales, Health Insurance, Program Management, Small Business, Financial Services, Life Insurance, Training, Customer Satisfaction
Education
UCLA 1975 — 1978
Frank Myer Frank Myer's TIME Financial Experience July 2011 - April 2015
Job Long Term Financial Planning Specialist North Texas
Industry Financial Services
Experience
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Logan Davis Logan Davis's TIME Financial Experience May 2009 - June 2010
Job New Business Manager
Industry Insurance
Experience
Fraser Financial Group June 2010 - February 2011
TIME Financial May 2009 - June 2010
Michel Financial Group July 2007 - January 2009
Education
Pepperdine University 1985 — 1989
Big Bear High
Fraser Financial Group June 2010 - February 2011
TIME Financial May 2009 - June 2010
Michel Financial Group July 2007 - January 2009
Education
Pepperdine University 1985 — 1989
Big Bear High
Jeremy Alter Jeremy Alter's TIME Financial Experience April 2011 - September 2013
Job Project Coordinator at Alter Electric Company
Industry Construction
Experience
Alter Electric Company 2013 - Present
TIME Financial April 2011 - September 2013
Alter Electric January 2008 - April 2010
Countrywide Financial June 2005 - July 2007
Skills
Customer Service, Marketing, Series 7, Microsoft Excel, Wealth Management, Microsoft Office, Outlook, Sales, Financial Analysis, Public Speaking, Event Planning, Microsoft Word
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2009 — 2011
Bachelor's, Business Economics
Alter Electric Company 2013 - Present
TIME Financial April 2011 - September 2013
Alter Electric January 2008 - April 2010
Countrywide Financial June 2005 - July 2007
Skills
Customer Service, Marketing, Series 7, Microsoft Excel, Wealth Management, Microsoft Office, Outlook, Sales, Financial Analysis, Public Speaking, Event Planning, Microsoft Word
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara 2009 — 2011
Bachelor's, Business Economics
Patrick Edwards Patrick Edwards's TIME Financial Experience January 2014 - Present
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
Chet Ortman, CFP® Chet Ortman, CFP®'s TIME Financial Experience July 2012 - December 2014
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Fidelity Investments December 2014 - Present
TIME Financial July 2012 - December 2014
Raymond James Financial Inc. November 2008 - July 2012
A. G. Edwards / Wachovia Securities January 2002 - November 2008
Skills
Retirement Planning, Estate Planning, Risk Management, Financial Advisory, Asset Management, Insurance, Business Planning, Financial Services, Finance, CRM, High Net Worth..., Series 7, Wealth Management, Strategic Financial..., Investments, Series 63, Fixed Annuities, Small Business, Life Insurance, Marketing
Education
Bowling Green State University 2000 — 2001
Bachelor of Science (B.S.), Business Administration; Finance
Ferris State University 1998 — 1999
Business Administration
Don Iacovazzi, CEP® Don Iacovazzi, CEP®'s TIME Financial Experience 2004 - 2007
Job Agency Sales Consultant at National Life Group
Industry Insurance
Experience
National Life Group 2014 - Present
Merger & Acquisitions Services, Inc. 2013 - 2014
LIMRA 2011 - 2013
Hartford Life 2007 - 2010
TIME Financial 2004 - 2007
Prudential / Phoenix / New England Financial 1984 - 2004
Skills
Insurance, Strategic Planning, New Business Development, Investments, Sales, Financial Services, Management, Training, Marketing Strategy, Business Planning, Leadership, Account Management, Marketing, Sales Operations, Life Insurance, CRM
Education
Central Connecticut State University
Bachelor of Science, Business Administration/Marketing
NICEP
CEP®
National Institute of Certified Estate Planners
CEP®, Estate Planning
National Life Group 2014 - Present
Merger & Acquisitions Services, Inc. 2013 - 2014
LIMRA 2011 - 2013
Hartford Life 2007 - 2010
TIME Financial 2004 - 2007
Prudential / Phoenix / New England Financial 1984 - 2004
Skills
Insurance, Strategic Planning, New Business Development, Investments, Sales, Financial Services, Management, Training, Marketing Strategy, Business Planning, Leadership, Account Management, Marketing, Sales Operations, Life Insurance, CRM
Education
Central Connecticut State University
Bachelor of Science, Business Administration/Marketing
NICEP
CEP®
National Institute of Certified Estate Planners
CEP®, Estate Planning
Gail Hardman,CLU,ChFC,FLMI,AIRC,CRPS,CASL,CAP Gail Hardman,CLU,ChFC,FLMI,AIRC,CRPS,CASL,CAP's TIME Financial Experience January 2012 - Present
Job RSA at TIME Financial
Industry Financial Services
Experience
TIME Financial January 2012 - Present
Aptus-Marketing August 2009 - January 2012
UNIFI Retirement Plans March 2008 - July 2009
Hartford Life May 2005 - March 2008
Nationwide Insurance August 2002 - May 2005
American Skandia 2000 - 2002
Ameritas Variable Life 1998 - 2000
Skills
Life Insurance, Wholesaling, Public Speaking, 401k, Fixed Annuities, Wholesale, Strategic Financial..., Retirement, Disability Insurance, Retirement Planning, Insurance, Small Business, Financial Planners, Estate Planning, Long Term Care Insurance, Mutual Funds, Series 6, IRAs, Long-term Care, Series 7, Term Life Insurance, Series 63
Education
State University of New York - System 1989 — 1990
BS, Business
TIME Financial January 2012 - Present
Aptus-Marketing August 2009 - January 2012
UNIFI Retirement Plans March 2008 - July 2009
Hartford Life May 2005 - March 2008
Nationwide Insurance August 2002 - May 2005
American Skandia 2000 - 2002
Ameritas Variable Life 1998 - 2000
Skills
Life Insurance, Wholesaling, Public Speaking, 401k, Fixed Annuities, Wholesale, Strategic Financial..., Retirement, Disability Insurance, Retirement Planning, Insurance, Small Business, Financial Planners, Estate Planning, Long Term Care Insurance, Mutual Funds, Series 6, IRAs, Long-term Care, Series 7, Term Life Insurance, Series 63
Education
State University of New York - System 1989 — 1990
BS, Business
Julie Grunwald's TIME Financial Experience September 2008 - August 2012
Job Solutions Recovery, Inc.
Industry Health, Wellness and Fitness
Experience
Solutions Recovery, Inc. July 2015 - Present
800 Recovery Hub January 2015 - July 2015
Dale Carnegie Training of Nevada January 2014 - January 2015
Macy's October 2012 - August 2014
TIME Financial September 2008 - August 2012
Surety Financial March 2004 - May 2008
Skills
Event Planning, Event Management, Administration, Spreadsheets, Training, Office Management, Administrative..., Outlook, Office Administration, Sales, Accounts Payable, Team Building, Coaching, Accounts Receivable, Data Entry, Public Speaking
Education
College of Southern Nevada 2015 — 2016
Los Angeles Pierce College 2010 — 2011
Solutions Recovery, Inc. July 2015 - Present
800 Recovery Hub January 2015 - July 2015
Dale Carnegie Training of Nevada January 2014 - January 2015
Macy's October 2012 - August 2014
TIME Financial September 2008 - August 2012
Surety Financial March 2004 - May 2008
Skills
Event Planning, Event Management, Administration, Spreadsheets, Training, Office Management, Administrative..., Outlook, Office Administration, Sales, Accounts Payable, Team Building, Coaching, Accounts Receivable, Data Entry, Public Speaking
Education
College of Southern Nevada 2015 — 2016
Los Angeles Pierce College 2010 — 2011
Haider Al-Dhaif Haider Al-Dhaif's TIME Financial Experience December 2013 - Present
Job Advanced Markets Analyst
Industry Financial Services
Experience
Time Financial December 2013 - Present
Bank of America August 2011 - November 2013
Bank Of America September 2010 - August 2011
Circuit City August 2008 - February 2009
Skills
Finance, Mortgage Lending, Sales, Microsoft Office, Analysis, Economics, Financial Analysis, Estate & Gift Taxation
Education
California State University-Northridge 2007 — 2010
Bachelor's degree, Economics
Time Financial December 2013 - Present
Bank of America August 2011 - November 2013
Bank Of America September 2010 - August 2011
Circuit City August 2008 - February 2009
Skills
Finance, Mortgage Lending, Sales, Microsoft Office, Analysis, Economics, Financial Analysis, Estate & Gift Taxation
Education
California State University-Northridge 2007 — 2010
Bachelor's degree, Economics
Adria Buchanan Adria Buchanan's TIME Financial Experience June 2009 - August 2011
Job Owner at See Spot Run, LLC
Industry Public Policy
Experience
See Spot Run, LLC June 2015 - Present
City of Wilmington Department of Real Estate and Housing July 2014 - June 2015
Mayor's Office of Neighborhood Development September 2014 - May 2015
University of Delaware August 2013 - May 2014
Health Net August 2011 - March 2013
TIME Financial June 2009 - August 2011
India Urban Space Foundation August 2008 - February 2009
Dartmouth College Admissions Office June 2007 - June 2008
Skills
Project Management, Data Analysis, Policy, Research, Public Speaking, Writing, Proof-reading and..., Time Management, Microsoft Excel, Policy Analysis, Community Outreach, Analysis, Editing, Nonprofits
Education
University of Delaware 2013 — 2015
Dartmouth College 2004 — 2008
Bachelor of Arts, Geography
See Spot Run, LLC June 2015 - Present
City of Wilmington Department of Real Estate and Housing July 2014 - June 2015
Mayor's Office of Neighborhood Development September 2014 - May 2015
University of Delaware August 2013 - May 2014
Health Net August 2011 - March 2013
TIME Financial June 2009 - August 2011
India Urban Space Foundation August 2008 - February 2009
Dartmouth College Admissions Office June 2007 - June 2008
Skills
Project Management, Data Analysis, Policy, Research, Public Speaking, Writing, Proof-reading and..., Time Management, Microsoft Excel, Policy Analysis, Community Outreach, Analysis, Editing, Nonprofits
Education
University of Delaware 2013 — 2015
Dartmouth College 2004 — 2008
Bachelor of Arts, Geography
Eric Hoidahl ALMI, ACS, AIAA Eric Hoidahl ALMI, ACS, AIAA's TIME Financial Experience February 2013 - September 2013
Job Associate Product Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIME Financial February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group August 2004 - January 2011
Skills
Financial Services, Sales, Series 6, Management, Leadership, Life Insurance, Insurance
Education
University of New Hampshire 1998 — 2003
Bachelor's degree, History
TIAA-CREF July 2014 - Present
TIME Financial February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group August 2004 - January 2011
Skills
Financial Services, Sales, Series 6, Management, Leadership, Life Insurance, Insurance
Education
University of New Hampshire 1998 — 2003
Bachelor's degree, History
Edward Hsia's TIME Financial Experience January 2007 - April 2011
Job Marketing at Windsor Insurance
Industry Financial Services
Experience
Windsor Insurance Associates, Inc April 2011 - Present
TIME Financial January 2007 - April 2011
TIME Financial December 2005 - December 2006
Balboa Life and Casualty October 2003 - December 2005
Balboa Life and Casualty January 2003 - October 2003
Warner Center Properties 1997 - 2002
Beverly Hills Public Library June 1992 - August 1997
Skills
Insurance, Risk Management, Financial Services, Life Insurance, Retirement Planning, Retirement
Education
California State University-Northridge 1993 — 1996
Bachelor's of Arts, Psychology
Gordon College 1992 — 1994
Phillips Exeter Academy 1989 — 1992
High School
Cardigan Mountain School 1986 — 1989
7-9
El Rodeo 1981 — 1986
2-6
Windsor Insurance Associates, Inc April 2011 - Present
TIME Financial January 2007 - April 2011
TIME Financial December 2005 - December 2006
Balboa Life and Casualty October 2003 - December 2005
Balboa Life and Casualty January 2003 - October 2003
Warner Center Properties 1997 - 2002
Beverly Hills Public Library June 1992 - August 1997
Skills
Insurance, Risk Management, Financial Services, Life Insurance, Retirement Planning, Retirement
Education
California State University-Northridge 1993 — 1996
Bachelor's of Arts, Psychology
Gordon College 1992 — 1994
Phillips Exeter Academy 1989 — 1992
High School
Cardigan Mountain School 1986 — 1989
7-9
El Rodeo 1981 — 1986
2-6
Mark Riesmeyer's TIME Financial Experience May 2015 - Present
Job Financial Professional Focusing on Life Insurance for Personal and Business Planning
Industry Financial Services
Experience
TIME Financial May 2015 - Present
Insurance Designers of America March 2012 - April 2015
Sun Life Financial Distributors March 2008 - January 2012
Sun Life Financial 2005 - February 2008
Sun Life Financial August 2004 - June 2005
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Majors: Economics and Sociology
Rockhurst High School 1996 — 2000
TIME Financial May 2015 - Present
Insurance Designers of America March 2012 - April 2015
Sun Life Financial Distributors March 2008 - January 2012
Sun Life Financial 2005 - February 2008
Sun Life Financial August 2004 - June 2005
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Majors: Economics and Sociology
Rockhurst High School 1996 — 2000
Amy Kaplan Amy Kaplan's TIME Financial Experience December 2011 - July 2012
Job Writer and Communications Consultant
Industry Public Relations and Communications
Experience
UN Women USNC- San Francisco Bay Area August 2014 - Present
Self November 2011 - Present
Safe Cities LA/ UN Women USNC- Los Angeles November 2012 - January 2014
Barnes and Noble July 2012 - October 2013
TIME Financial December 2011 - July 2012
Rezolve Group INC December 2009 - November 2011
Skills
Media Relations, Public Relations, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Social Media, Editing, Marketing Communications, Speech Writing, Publicity, Event Planning, Newsletters, Event Management, Communications Planning, Journalism, Message Development, Content Development, Copy Editing, Blogging, Content Management, Creative Writing, Development Management, Social Networking, Web Content, Email Marketing, Publishing, Proofreading, Publications, Content Strategy, Magazines, Books, Social Media Marketing, Storytelling, Editorial, Published Author, Feature Articles, Newspapers, Literature, Research, News Writing, Content Writing, New Media, Online Publishing, Marketing Copy, Digital Media, WordPress, Web Content Management, Technical Writing, SEO copywriting
Education
University of Pittsburgh 2001 — 2004
Bachelor of Arts (B.A.), Literature and Critical Theory
University of California, Berkeley
Journalism and Sustainability 2009-2011
UN Women USNC- San Francisco Bay Area August 2014 - Present
Self November 2011 - Present
Safe Cities LA/ UN Women USNC- Los Angeles November 2012 - January 2014
Barnes and Noble July 2012 - October 2013
TIME Financial December 2011 - July 2012
Rezolve Group INC December 2009 - November 2011
Skills
Media Relations, Public Relations, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Social Media, Editing, Marketing Communications, Speech Writing, Publicity, Event Planning, Newsletters, Event Management, Communications Planning, Journalism, Message Development, Content Development, Copy Editing, Blogging, Content Management, Creative Writing, Development Management, Social Networking, Web Content, Email Marketing, Publishing, Proofreading, Publications, Content Strategy, Magazines, Books, Social Media Marketing, Storytelling, Editorial, Published Author, Feature Articles, Newspapers, Literature, Research, News Writing, Content Writing, New Media, Online Publishing, Marketing Copy, Digital Media, WordPress, Web Content Management, Technical Writing, SEO copywriting
Education
University of Pittsburgh 2001 — 2004
Bachelor of Arts (B.A.), Literature and Critical Theory
University of California, Berkeley
Journalism and Sustainability 2009-2011
Sonya J. Williams's TIME Financial Experience June 2009 - July 2014
Job Strategic Consultant HR/Benefits/Payroll Solutions
Industry Health, Wellness and Fitness
Experience
Hamilton Edwards, Inc. July 2014 - Present
TIME Financial June 2009 - July 2014
MetLife 2007 - June 2009
Diebold, Inc. 2005 - 2007
Gammex, rmi 2002 - 2005
Litho Productions Commercial Printing 2000 - 2002
Evergreen Mutual Funds /First Union 1996 - 2000
Delmar Printing 1993 - 1995
Washburn Direct Marketing 1990 - 1993
Skills
CRM, Strategic Planning, B2B, Sales Process, Advertising, Social Media Marketing, Process Improvement, New Business Development, Solution Selling, Marketing Strategy, Employee Benefits, People-oriented, Customer Experience, Business Networking, Consultative Selling, Relationship Management, Business Strategy, Customer Retention, Competitive Analysis, Cultural Awareness, Strategic Partnerships, Marketing Communications, Health Insurance, Customer Engagement, Brand Implementation, Relationship Marketing, Copy Editing, Lead Generation, Vendor Relationship..., Employee Engagement, Training & Development, Holistic Health, Health & Wellness, Employer Branding, Account Management, Product Management, Traffic Management, Banking, Contract Negotiation, Customer Satisfaction, security, Mentoring, Customer Relations, Budget Management, Regulatory Compliance, Trade Shows, Corporate Events, Vendor Management, Collateral Materials..., Business Innovation
Education
Central Piedmont Community College 1985 — 1987
Graphic Arts & Business Mgt, Printing
University of North Carolina at Charlotte 1983 — 1985
Studies in Accounting, Accounting
Hamilton Edwards, Inc. July 2014 - Present
TIME Financial June 2009 - July 2014
MetLife 2007 - June 2009
Diebold, Inc. 2005 - 2007
Gammex, rmi 2002 - 2005
Litho Productions Commercial Printing 2000 - 2002
Evergreen Mutual Funds /First Union 1996 - 2000
Delmar Printing 1993 - 1995
Washburn Direct Marketing 1990 - 1993
Skills
CRM, Strategic Planning, B2B, Sales Process, Advertising, Social Media Marketing, Process Improvement, New Business Development, Solution Selling, Marketing Strategy, Employee Benefits, People-oriented, Customer Experience, Business Networking, Consultative Selling, Relationship Management, Business Strategy, Customer Retention, Competitive Analysis, Cultural Awareness, Strategic Partnerships, Marketing Communications, Health Insurance, Customer Engagement, Brand Implementation, Relationship Marketing, Copy Editing, Lead Generation, Vendor Relationship..., Employee Engagement, Training & Development, Holistic Health, Health & Wellness, Employer Branding, Account Management, Product Management, Traffic Management, Banking, Contract Negotiation, Customer Satisfaction, security, Mentoring, Customer Relations, Budget Management, Regulatory Compliance, Trade Shows, Corporate Events, Vendor Management, Collateral Materials..., Business Innovation
Education
Central Piedmont Community College 1985 — 1987
Graphic Arts & Business Mgt, Printing
University of North Carolina at Charlotte 1983 — 1985
Studies in Accounting, Accounting
Kimberly Dow Kimberly Dow's TIME Financial Experience June 2012 - March 2013
Job Relationship Manager Hobart Financial Group
Industry Financial Services
Experience
Hobart Financial Group 2013 - Present
TIME Financial June 2012 - March 2013
LPL Financial February 2008 - June 2012
Adhesion Technologies May 2007 - January 2008
Skills
Insurance, Finacial, Customer-focused, Team-oriented, Financial Services, Life Insurance, Financial Advisory, Retirement, Onboarding, Training, Coaching, Marketing, Finance, Human Resources, Securities, FINRA, Customer Service, Banking, Management, Investments, Risk Management
Education
Carolina School of Broadcasting
Broadcast Journalism
University of North Carolina at Charlotte
Business Administration, Management and Operations
Hobart Financial Group 2013 - Present
TIME Financial June 2012 - March 2013
LPL Financial February 2008 - June 2012
Adhesion Technologies May 2007 - January 2008
Skills
Insurance, Finacial, Customer-focused, Team-oriented, Financial Services, Life Insurance, Financial Advisory, Retirement, Onboarding, Training, Coaching, Marketing, Finance, Human Resources, Securities, FINRA, Customer Service, Banking, Management, Investments, Risk Management
Education
Carolina School of Broadcasting
Broadcast Journalism
University of North Carolina at Charlotte
Business Administration, Management and Operations
Bill Heidt, LUTCF, MDRT Bill Heidt, LUTCF, MDRT's TIME Financial Experience June 2014 - Present
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial June 2014 - Present
New York Life Insurance Company March 2009 - June 2014
Trumark Financial Services March 2007 - March 2009
Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Portfolio Management
Education
Cal State Hayward 2001 — 2005
Finance, Insurance
monte vista high school
TIME Financial June 2014 - Present
New York Life Insurance Company March 2009 - June 2014
Trumark Financial Services March 2007 - March 2009
Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Portfolio Management
Education
Cal State Hayward 2001 — 2005
Finance, Insurance
monte vista high school
Seri Bryant's TIME Financial Experience November 2007 - Present
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial November 2007 - Present
Lincoln Financial Group January 2005 - November 2007
Imaginary Forces 2001 - 2003
Skills
Estate Planning, Life Insurance, Insurance, Strategic Financial..., Customer Service, Public Speaking, Team Building, Strategic Planning, Marketing, Team Leadership, Series 7, Microsoft Office, Financial Services, Series 63, Retirement, Fixed Annuities, Retirement Planning
Education
Salisbury University 1995 — 1997
TIME Financial November 2007 - Present
Lincoln Financial Group January 2005 - November 2007
Imaginary Forces 2001 - 2003
Skills
Estate Planning, Life Insurance, Insurance, Strategic Financial..., Customer Service, Public Speaking, Team Building, Strategic Planning, Marketing, Team Leadership, Series 7, Microsoft Office, Financial Services, Series 63, Retirement, Fixed Annuities, Retirement Planning
Education
Salisbury University 1995 — 1997
Sheri Benjamin ChFC, CLU's TIME Financial Experience September 2007 - December 2011
Job Wealth Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
TIME Financial September 2007 - December 2011
Citigroup June 2004 - September 2007
Skills
Financial Advisory, Wealth, Wealth Management, Insurance, Series 7, Retirement Planning, Series 63, Estate Planning, Life Insurance, CA Insurance Lic#0B61653, Long Term Care Insurance, Retirement, Strategic Financial..., Securities, Wealth Management...
Education
Boston University 1985 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies
LPL Financial January 2013 - Present
TIME Financial September 2007 - December 2011
Citigroup June 2004 - September 2007
Skills
Financial Advisory, Wealth, Wealth Management, Insurance, Series 7, Retirement Planning, Series 63, Estate Planning, Life Insurance, CA Insurance Lic#0B61653, Long Term Care Insurance, Retirement, Strategic Financial..., Securities, Wealth Management...
Education
Boston University 1985 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies
Elizabeth Ledbetter Elizabeth Ledbetter's TIME Financial Experience October 2009 - Present
Job Case Manager at TIME Financial
Industry Financial Services
Experience
TIME Financial October 2009 - Present
TIME Financial 2009 - 2011
Education
Columbia College (SC)
Education
TIME Financial October 2009 - Present
TIME Financial 2009 - 2011
Education
Columbia College (SC)
Education
Emily Vaughn Henry's TIME Financial Experience August 2002 - January 2003
Job Sr. Project Manager PMO Office at 3M Traffic Safety & Security Division
Industry Information Technology and Services
Experience
3M Traffic Safety & Security Division January 2015 - Present
Women's Technology Leadership Group (WTLG) July 2014 - Present
EDI July 2013 - June 2014
3C Technology Development Group July 2012 - July 2013
Green Dot Public School January 2010 - July 2012
Pasadena Unified School District June 2008 - May 2009
K-12 CIO Institute August 2007 - May 2008
West Contra Costa Unified School District October 2003 - 2007
TIME Financial August 2002 - January 2003
City of Pasadena January 1997 - July 2002
Skills
Program Management, Change Management, Project Management, Vendor Management, Strategic Planning, IT Management, Cloud Computing, Organizational..., Data Warehousing, Data Center, ERATE, Educational Technology, IT Staffing Assessment, Six Sigma, Nonprofit Technology, Nonprofit M&A, Nonprofit Strategic..., Fit/Gap Analysis, IT Strategy, IT Operations, IT Transformation, IT Solutions, IT Outsourcing, IT Service Management, Nonprofit Business..., IT Enabled Business..., IT Leadership Training..., Business Process..., Business Strategy, Management Consulting, Leadership Development, Business Development, Performance Management, Performance Improvement, Performance Tuning, Performance Metrics, Social Media Strategist, Social Media Consulting, Innovation Consulting, Business Innovation, Organizational..., RFP Design, Hybrid Cloud, Web Project Management, IT Infrastructure..., Network Infrastructure, Team Management, Strategic Negotiations, IT M&A, Supply Chain Management
Education
University of Southern California 2011 — 2013
Masters of Science, Executive Leadership
Belmont University 2007 — 2008
Certificate, Information Technology
University of Redlands 1992 — 1994
MS, Technology
University of Redlands 1989 — 1992
BS, Technology
3M Traffic Safety & Security Division January 2015 - Present
Women's Technology Leadership Group (WTLG) July 2014 - Present
EDI July 2013 - June 2014
3C Technology Development Group July 2012 - July 2013
Green Dot Public School January 2010 - July 2012
Pasadena Unified School District June 2008 - May 2009
K-12 CIO Institute August 2007 - May 2008
West Contra Costa Unified School District October 2003 - 2007
TIME Financial August 2002 - January 2003
City of Pasadena January 1997 - July 2002
Skills
Program Management, Change Management, Project Management, Vendor Management, Strategic Planning, IT Management, Cloud Computing, Organizational..., Data Warehousing, Data Center, ERATE, Educational Technology, IT Staffing Assessment, Six Sigma, Nonprofit Technology, Nonprofit M&A, Nonprofit Strategic..., Fit/Gap Analysis, IT Strategy, IT Operations, IT Transformation, IT Solutions, IT Outsourcing, IT Service Management, Nonprofit Business..., IT Enabled Business..., IT Leadership Training..., Business Process..., Business Strategy, Management Consulting, Leadership Development, Business Development, Performance Management, Performance Improvement, Performance Tuning, Performance Metrics, Social Media Strategist, Social Media Consulting, Innovation Consulting, Business Innovation, Organizational..., RFP Design, Hybrid Cloud, Web Project Management, IT Infrastructure..., Network Infrastructure, Team Management, Strategic Negotiations, IT M&A, Supply Chain Management
Education
University of Southern California 2011 — 2013
Masters of Science, Executive Leadership
Belmont University 2007 — 2008
Certificate, Information Technology
University of Redlands 1992 — 1994
MS, Technology
University of Redlands 1989 — 1992
BS, Technology
Jack Reetz's TIME Financial Experience CFOBaetel Corporation2008 - Present
Job Regional Consultant at Time Financial
Industry Financial Services
Experience
Time Financial CFOBaetel Corporation2008 - Present
Education
University of Maine 1990 — 1994
BS-Mgmt., Management/Finance
bachelors 1990 — 1994
Time Financial CFOBaetel Corporation2008 - Present
Education
University of Maine 1990 — 1994
BS-Mgmt., Management/Finance
bachelors 1990 — 1994
Chris Peyton, ChFC, CFP's TIME Financial Experience November 2011 - Present
Job Regional Specialist at TIME Financial, A Crump Company
Industry Financial Services
Experience
TIME Financial November 2011 - Present
Nationwide Financial Network August 2006 - October 2011
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Succession Planning, Business Planning, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Charitable Trusts, Multi-generational..., Irrevocable Life..., Special Needs Trusts, Revocable Trusts, Wealth Management, Underwriting, Retirement Plan..., Qualified Retirement..., Annuity Sales, Wealth Preservation..., Income Protection, Networking, Referrals, Sales, Term Life Insurance, Whole Life, Variable Life, Universal Life
Education
Ohio University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
TIME Financial November 2011 - Present
Nationwide Financial Network August 2006 - October 2011
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Succession Planning, Business Planning, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Charitable Trusts, Multi-generational..., Irrevocable Life..., Special Needs Trusts, Revocable Trusts, Wealth Management, Underwriting, Retirement Plan..., Qualified Retirement..., Annuity Sales, Wealth Preservation..., Income Protection, Networking, Referrals, Sales, Term Life Insurance, Whole Life, Variable Life, Universal Life
Education
Ohio University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Adina Loewensteiner's TIME Financial Experience March 2008 - January 2012
Job Stay at Home Mom
Industry Health, Wellness and Fitness
Experience
Stay at Home Mom March 2014 - Present
Apollo Day Spa June 2013 - January 2014
The Aveda Institute, Charlotte NC March 2012 - March 2013
TIME Financial March 2008 - January 2012
TIME Financial a CRUMP Co. September 2005 - March 2008
MAC Risk Management October 2003 - May 2005
Education
The Aveda Institue 2012 — 2013
License, Cosmetology/Cosmetologist, General
University of Massachusetts, Amherst 2001 — 2003
Sociology
Stay at Home Mom March 2014 - Present
Apollo Day Spa June 2013 - January 2014
The Aveda Institute, Charlotte NC March 2012 - March 2013
TIME Financial March 2008 - January 2012
TIME Financial a CRUMP Co. September 2005 - March 2008
MAC Risk Management October 2003 - May 2005
Education
The Aveda Institue 2012 — 2013
License, Cosmetology/Cosmetologist, General
University of Massachusetts, Amherst 2001 — 2003
Sociology
Brandy Torres (Velasquez)'s TIME Financial Experience April 2010 - December 2010
Job Visual Merchandising
Industry Retail
Experience
Robbins Brothers, The Engagement Ring Store December 2010 - February 2015
TIME Financial April 2010 - December 2010
TIME Financial August 2009 - April 2010
Robbins Brothers, The Engagement Ring Store 2006 - 2009
Old Navy 2006 - 2006
JCPenney 2004-2006 2004 - 2006
Big 5 Sporting Goods 2001 - 2004
Skills
Customer Service, Retail, Team Building, Inventory Management, Management, Sales, Merchandising, Training, Visual Merchandising, Loss Prevention, Marketing
Education
University of California, Davis 1995 — 2000
Design, Visual Communication and Presentation
University of California, Davis 1995 — 2000
BS, Design: Visual Communication and Presentation
Robbins Brothers, The Engagement Ring Store December 2010 - February 2015
TIME Financial April 2010 - December 2010
TIME Financial August 2009 - April 2010
Robbins Brothers, The Engagement Ring Store 2006 - 2009
Old Navy 2006 - 2006
JCPenney 2004-2006 2004 - 2006
Big 5 Sporting Goods 2001 - 2004
Skills
Customer Service, Retail, Team Building, Inventory Management, Management, Sales, Merchandising, Training, Visual Merchandising, Loss Prevention, Marketing
Education
University of California, Davis 1995 — 2000
Design, Visual Communication and Presentation
University of California, Davis 1995 — 2000
BS, Design: Visual Communication and Presentation
Lenora McIntosh-Payne's TIME Financial Experience October 2011 - Present
Job Life Insurance Sales
Industry Insurance
Experience
TIME Financial October 2011 - Present
State Farm Insurance February 2001 - September 2011
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Life & Health Insurance..., Mutual Funds, Building Relationships
Education
College of the Canyons 2002 — 2004
General Studies
TIME Financial October 2011 - Present
State Farm Insurance February 2001 - September 2011
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Life & Health Insurance..., Mutual Funds, Building Relationships
Education
College of the Canyons 2002 — 2004
General Studies
Jeff Boyer, CLU's TIME Financial Experience December 2009 - February 2012
Job Internal Wholesaler specializing in Indexed Life and Linked Benefit Products at Genworth
Industry Financial Services
Experience
Genworth Financial February 2012 - Present
TIME Financial December 2009 - February 2012
ING April 2008 - September 2009
Principal Financial Group June 2006 - April 2008
Skills
Salesforce.com, Sales, Account Management, Life Insurance, Customer Service, New Business Development, Market Research, Financial Services, Series 7, Series 63, Insurance, Collaborative Problem..., Problem Solving, Microsoft Office, Microsoft Excel, Winflex Web, Leadership, Strategic Planning, Marketing, Investments, Marketing Strategy, Retirement Planning, Social Media, Financial Analysis, Fixed Annuities, Sequoia Training
Education
Roanoke College 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
The American College
Chartered Life Underwriter (CLU)
Genworth Financial February 2012 - Present
TIME Financial December 2009 - February 2012
ING April 2008 - September 2009
Principal Financial Group June 2006 - April 2008
Skills
Salesforce.com, Sales, Account Management, Life Insurance, Customer Service, New Business Development, Market Research, Financial Services, Series 7, Series 63, Insurance, Collaborative Problem..., Problem Solving, Microsoft Office, Microsoft Excel, Winflex Web, Leadership, Strategic Planning, Marketing, Investments, Marketing Strategy, Retirement Planning, Social Media, Financial Analysis, Fixed Annuities, Sequoia Training
Education
Roanoke College 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
The American College
Chartered Life Underwriter (CLU)
David Foresi's TIME Financial Experience March 2004 - Present
Job Regional Specialist TIME Financial
Industry Insurance
Experience
TIME Financial March 2004 - Present
Skills
Insurance, Life Insurance
Education
Boston University 1991 — 1993
MBA, Business
The Citadel 1977 — 1980
Bachelor of Science, Business Administration
Iowa Central Community College 1971 — 1973
AA
TIME Financial March 2004 - Present
Skills
Insurance, Life Insurance
Education
Boston University 1991 — 1993
MBA, Business
The Citadel 1977 — 1980
Bachelor of Science, Business Administration
Iowa Central Community College 1971 — 1973
AA
Marc Burchman's TIME Financial Experience March 2004 - January 2013
Job Partner at GreenComm Technologies, LLC
Industry Financial Services
Experience
GreenComm Technologies, LLC January 2015 - Present
Performance Systems Financial August 2013 - May 2015
NGB Global 2014 - 2014
Columbia School for Broadcasting and Dream2Destiny April 2013 - August 2013
TIME Financial March 2004 - January 2013
Hartford Life Insurance Company July 1980 - March 2004
Skills
Wealth, Estate Planning, Long-term Care, Insurance, Series 63, Fixed Annuities, Series 7, Wealth Management, Life Insurance, Series 6, Business Development, Retirement, Strategic Financial..., CRM, Financial Services, Retirement Planning, Mutual Funds, Sales, Strategic Partnerships, Investments, 401k, Financial Advisory, Small Business, Strategy, Financial Planning
Education
University of Maryland College Park 1971 — 1975
BS, Robert H. Smith School of Business
GreenComm Technologies, LLC January 2015 - Present
Performance Systems Financial August 2013 - May 2015
NGB Global 2014 - 2014
Columbia School for Broadcasting and Dream2Destiny April 2013 - August 2013
TIME Financial March 2004 - January 2013
Hartford Life Insurance Company July 1980 - March 2004
Skills
Wealth, Estate Planning, Long-term Care, Insurance, Series 63, Fixed Annuities, Series 7, Wealth Management, Life Insurance, Series 6, Business Development, Retirement, Strategic Financial..., CRM, Financial Services, Retirement Planning, Mutual Funds, Sales, Strategic Partnerships, Investments, 401k, Financial Advisory, Small Business, Strategy, Financial Planning
Education
University of Maryland College Park 1971 — 1975
BS, Robert H. Smith School of Business
Edward Jordan's TIME Financial Experience January 2008 - October 2012
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners December 2014 - August 2015
MetLife September 2013 - November 2014
Crump Life Insurance Services October 2012 - September 2013
TIME Financial January 2008 - October 2012
Crump Insurance November 2004 - December 2007
AT&T Wireless November 2003 - June 2004
Skills
Life Insurance, Sales, Insurance, Financial Services, Customer Service, Marketing, Strategic Planning, Microsoft Office, Series 6, Leadership, Underwriting, Employee Benefits, Marketing Strategy, Process Improvement, Team Building, Social Media
Education
Allegheny College
Allied Wealth Partners December 2014 - August 2015
MetLife September 2013 - November 2014
Crump Life Insurance Services October 2012 - September 2013
TIME Financial January 2008 - October 2012
Crump Insurance November 2004 - December 2007
AT&T Wireless November 2003 - June 2004
Skills
Life Insurance, Sales, Insurance, Financial Services, Customer Service, Marketing, Strategic Planning, Microsoft Office, Series 6, Leadership, Underwriting, Employee Benefits, Marketing Strategy, Process Improvement, Team Building, Social Media
Education
Allegheny College
Tim Trockenbrot III's TIME Financial Experience October 2011 - Present
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
Raluca Waters's TIME Financial Experience August 2014 - Present
Job Case Design Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial August 2014 - Present
Capstone Partners Financial and Insurance Services January 2013 - December 2013
Marsh Private Client Life Insurance Services September 2008 - November 2012
Flynn Associates January 2002 - September 2008
Pacific Life April 2000 - January 2002
Ian H. Graham Insurance July 1997 - April 2000
Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care
Education
Glendale Community College
TIME Financial August 2014 - Present
Capstone Partners Financial and Insurance Services January 2013 - December 2013
Marsh Private Client Life Insurance Services September 2008 - November 2012
Flynn Associates January 2002 - September 2008
Pacific Life April 2000 - January 2002
Ian H. Graham Insurance July 1997 - April 2000
Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care
Education
Glendale Community College
Bob Soklin's TIME Financial Experience 2003 - Present
Job Internal Specialist at Time Financial Service
Industry Insurance
Experience
Time Financial Service 2003 - Present
TIME Financial 2003 - Present
Skills
Social Media, Insurance, Marketing, Fixed Annuities, Life Insurance, Estate Planning, Budgets, Retirement Planning, Microsoft Office, Sales, Strategic Financial..., Strategic Planning
Education
California State University-Northridge 1973 — 1975
BA, Physical Education
California State University-Northridge 1970 — 1973
BA, Physical education
Time Financial Service 2003 - Present
TIME Financial 2003 - Present
Skills
Social Media, Insurance, Marketing, Fixed Annuities, Life Insurance, Estate Planning, Budgets, Retirement Planning, Microsoft Office, Sales, Strategic Financial..., Strategic Planning
Education
California State University-Northridge 1973 — 1975
BA, Physical Education
California State University-Northridge 1970 — 1973
BA, Physical education
Robin Robertson's TIME Financial Experience September 2001 - December 2013
Job Senior Regional Specialist at The Robertson Group, Millennium Brokerage
Industry Financial Services
Experience
The Robertson Group Millenium Brokerage January 2014 - Present
The Robertson Group September 2001 - Present
TIME Financial September 2001 - December 2013
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Strategic Planning, Series 7, Life Insurance, Strategic Partnerships, Wealth Management..., Series 63
Education
Oregon State University
The Robertson Group Millenium Brokerage January 2014 - Present
The Robertson Group September 2001 - Present
TIME Financial September 2001 - December 2013
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Strategic Planning, Series 7, Life Insurance, Strategic Partnerships, Wealth Management..., Series 63
Education
Oregon State University
Eric Varnado's TIME Financial Experience February 2010 - Present
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Sean Kovich, CFP®, CLU®'s TIME Financial Experience September 2010 - January 2014
Job Wealth & Insurance Planning Strategist at Millennium Brokerage Group, LLC
Industry Financial Services
Experience
Millennium Brokerage Group, LLC January 2014 - Present
TIME Financial September 2010 - January 2014
Prudential Financial April 2009 - September 2010
Skills
Strategic Financial..., Estate Planning, Multi-generational..., Intergenerational..., Succession Planning, Intentionally Defective..., Charitable Gift Planning, Irrevocable Life..., Life Insurance, Retirement, Financial Planners, Series 6, Insurance, Financial Advisory, Certified Financial..., Retirement Planning, Fixed Annuities, Securities, Disability Insurance, Long-term Care, Mutual Funds, Wealth Management, Long Term Care Insurance, Series 63
Education
San Diego State University-California State University 2004 — 2008
BS, Financial Planning and Services
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Millennium Brokerage Group, LLC January 2014 - Present
TIME Financial September 2010 - January 2014
Prudential Financial April 2009 - September 2010
Skills
Strategic Financial..., Estate Planning, Multi-generational..., Intergenerational..., Succession Planning, Intentionally Defective..., Charitable Gift Planning, Irrevocable Life..., Life Insurance, Retirement, Financial Planners, Series 6, Insurance, Financial Advisory, Certified Financial..., Retirement Planning, Fixed Annuities, Securities, Disability Insurance, Long-term Care, Mutual Funds, Wealth Management, Long Term Care Insurance, Series 63
Education
San Diego State University-California State University 2004 — 2008
BS, Financial Planning and Services
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Colleen Antonucci's TIME Financial Experience September 2015 - Present
Job CSR at Time Financal
Industry Financial Services
Experience
TIME Financial September 2015 - Present
Freelance January 2008 - Present
Fat Tony's November 2014 - September 2015
Affiliated Engineering Laboratories February 2014 - August 2014
Rahway Film Festival February 2013 - July 2014
Rahway Culture Crawl June 2013 - September 2013
Champps July 2008 - June 2013
Skills
Photoshop, Illustrator, InDesign, Logo Design, Graphics, Advertising, Brochures, Video Editing, Print Production
Education
Middlesex County College 2006 — 2010
Associate's degree, Media Art and Design, 3.57 GPA
TIME Financial September 2015 - Present
Freelance January 2008 - Present
Fat Tony's November 2014 - September 2015
Affiliated Engineering Laboratories February 2014 - August 2014
Rahway Film Festival February 2013 - July 2014
Rahway Culture Crawl June 2013 - September 2013
Champps July 2008 - June 2013
Skills
Photoshop, Illustrator, InDesign, Logo Design, Graphics, Advertising, Brochures, Video Editing, Print Production
Education
Middlesex County College 2006 — 2010
Associate's degree, Media Art and Design, 3.57 GPA
Anita Collins's TIME Financial Experience December 2011 - May 2012
Job Copyright Licensing Analyst, Universal Music Group
Industry Music
Experience
Universal Music Group June 2013 - Present
Universal Music Group October 2012 - June 2013
Warner Music Group August 2012 - October 2012
Rhino Entertainment May 2012 - July 2012
TIME Financial December 2011 - May 2012
UHY Advisors July 1998 - September 2011
Skills
Digital Media, Music Publishing, Research, Music Licensing, Management, Administrative..., Microsoft Office, Proposal Writing, Event Planning, Social Media, Event Management
Education
Central Michigan University
BS, Business Administration
Universal Music Group June 2013 - Present
Universal Music Group October 2012 - June 2013
Warner Music Group August 2012 - October 2012
Rhino Entertainment May 2012 - July 2012
TIME Financial December 2011 - May 2012
UHY Advisors July 1998 - September 2011
Skills
Digital Media, Music Publishing, Research, Music Licensing, Management, Administrative..., Microsoft Office, Proposal Writing, Event Planning, Social Media, Event Management
Education
Central Michigan University
BS, Business Administration
Jeff Theroux's TIME Financial Experience February 2013 - Present
Job RETIRED
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family June 2014 - Present
Time Financial February 2013 - Present
Morgan Stanley Smith Barney June 2001 - February 2013
Wells Fargo May 1998 - June 2001
Skills
Equities, Series 7
Education
The American College
Chartered Life Underwriter (CLU)
University of Minnesota-Twin Cities
Biology, General
Retired and enjoying time to pursue personal interests and family June 2014 - Present
Time Financial February 2013 - Present
Morgan Stanley Smith Barney June 2001 - February 2013
Wells Fargo May 1998 - June 2001
Skills
Equities, Series 7
Education
The American College
Chartered Life Underwriter (CLU)
University of Minnesota-Twin Cities
Biology, General
Burgandye Holmes's TIME Financial Experience April 2005 - September 2007
Job Account Executive at BJS Insurance Services
Industry Insurance
Experience
BJS Insurance Services October 2010 - Present
Blue Shield of California September 2007 - February 2010
TIME Financial April 2005 - September 2007
Education
Los Angeles Valley College
Business Administration
BJS Insurance Services October 2010 - Present
Blue Shield of California September 2007 - February 2010
TIME Financial April 2005 - September 2007
Education
Los Angeles Valley College
Business Administration
Arthur Chu's TIME Financial Experience October 2011 - January 2013
Job Administrative Assistant at Square Enix
Industry Online Media
Experience
Square Enix May 2013 - Present
TIME Financial October 2011 - January 2013
City of Los Angeles June 2003 - December 2011
American Eagle Outfitters November 2005 - June 2006
Skills
Childcare, Management, Retail, Compliance, Microsoft Office, Microsoft Word, Microsoft Excel, Computers, Gaming, Data Analysis, Data Entry, Event Planning, Inventory Management, Life Insurance, Adobe Creative Suite, PowerPoint, Social Media, Digital Assets, Recruiting, Sales, Email Marketing, Advertising
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (BA), Legal Studies, General
Square Enix May 2013 - Present
TIME Financial October 2011 - January 2013
City of Los Angeles June 2003 - December 2011
American Eagle Outfitters November 2005 - June 2006
Skills
Childcare, Management, Retail, Compliance, Microsoft Office, Microsoft Word, Microsoft Excel, Computers, Gaming, Data Analysis, Data Entry, Event Planning, Inventory Management, Life Insurance, Adobe Creative Suite, PowerPoint, Social Media, Digital Assets, Recruiting, Sales, Email Marketing, Advertising
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (BA), Legal Studies, General
Margaret Broadway's TIME Financial Experience November 2006 - Present
Job Senior Case Manager at TIME Financial
Industry Financial Services
Experience
TIME Financial November 2006 - Present
Skills
Building Relationships, Case Managment, Life Insurance, Underwriting, People Skills, Customer Service, Finance, Management
Education
Brevard Community College 1984 — 1986
Rockledge High School 1980 — 1984
TIME Financial November 2006 - Present
Skills
Building Relationships, Case Managment, Life Insurance, Underwriting, People Skills, Customer Service, Finance, Management
Education
Brevard Community College 1984 — 1986
Rockledge High School 1980 — 1984