Universal Financial Consultants
Address: 806 Summer Ave # 1, Newark, NJ 07104 Phone: (973) 481-0071: Hours: : : Website: Place name: Category: : : : Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Universal Financial Consultants Posting publicly on the Web Write a review Reviews 3 Google reviews
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Universal Financial Consultants Employees
Virginia Tech November 2014 - Present
Universal Financial Consultants April 2012 - Present
Strategic Alliance Financial Group August 2008 - March 2011
Life Brokerage Partners LLC June 2006 - July 2008
Life Brokerage Partners, LLC January 2006 - January 2008
TAMCO October 1997 - June 2006
TAMCO January 1997 - January 2006
Skills
Medical Billing, Insurance, CPT, Medical Terminology, Microsoft Excel, Access, HCPCS, Medicaid, Office Management, Health Insurance, ICD-9, Long-term Care, Healthcare Information..., Microsoft Word, Case Managment, Healthcare, Data Entry, Case Management, EMR, Medicare
Education
Ultimate Medical Academy 2011 — 2012
Medical Billing and Coding Diploma, Certification CPC
Radford University - College of Business and Economics 1985 — 1987
BS, Fashion Merchandising
Radford University
Bachelor of Science, General Studies
vitagold January 1990 - Present
Star Milling January 2004 - January 2004
Universal Financial Consultants January 2000 - November 2002
Skills
Production Managment, Transportation..., Truck Driving, Truck maintenance, Plant Maintenance, Manufacturing, Factory, 5S, Operational Excellence, Financial Planning, Management, Production Planning, Project Planning, Operations Management, Continuous Improvement, Logistics, Maintenance Management, Lean Manufacturing, Supply Chain Management, Materials Management, Industrial Engineering, TPM
Education
San Diego City College 1980 — 1982
Business, Field of Study
Palomar College
BIC Group, LLC June 2015 - Present
Universal Financial Consultants April 2007 - December 2013
Old Mutual Asset Management January 2006 - April 2007
Security Benefit January 2004 - January 2006
Transamerica January 2002 - November 2003
Lincoln Financial Distributors January 1997 - January 2002
AIM/Invesco January 1994 - January 1997
New York Life Insurance Company August 1992 - January 1994
Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Arts (B.A.)
Universal Financial Consultants July 2014 - Present
Atlas Insurance Consultants March 2013 - July 2014
Response Marketing Excellence June 2010 - March 2013
Advisors Marketing May 2001 - June 2010
A.G. Edwards and Sons April 1999 - May 2001
Crown Marketing Group 1994 - 1999
Skills
Marketing, Lead Generation, Sales, Direct Mail, Direct Marketing, B2B, Integrated Marketing, Marketing Strategy, Start-ups, New Business Development, Email Marketing, Strategic Planning, Online Marketing, Advertising, Digital Marketing, Market Planning, Brand Awareness, Seminar Marketing, Online Advertising, Coaching, Fixed Annuities, Corporate Branding, Seminar Mailings, Seminar Coaching, Life Insurance, Term Life Insurance, Annuity Sales, Financial Planning, Finance, Premium Financing, Captives, Executive Benefit..., Indexed Annuities, Portfolio Management, Retirement Planning, Income Protection, Indexed Universal Life
Education
Florida State University 1985 — 1989
BS, Accounting / Finance
Tampa Catholic 1981 — 1985
Business
P3 Financial December 2010 - Present
Universal Financial Consultants February 2004 - Present
Western Reserve Life - AEGON 1998 - 2004
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Financial Advisory, Long-term Care, Business Development, Management, Retirement, Insurance, Investments, Term Life Insurance, Mutual Funds, Disability Insurance, Marketing
Education
Florida State University 1989 — 1994
Bachelor of Science, Biology
The American College
CLU, Life Insurance
Qualis Financial Group January 2014 - Present
Hartford Life November 2011 - November 2013
Sun Life Financial January 2010 - January 2012
Universal Financial Consultants 2008 - 2010
Wachovia Securities Financial Network 2005 - 2008
Hartford Life 1998 - 2005
Pacific Life 1993 - 1998
Manulife Financial 1990 - 1993
Cigna Financial Services 1985 - 1990
Arthur Anderson & co 1982 - 1985
Skills
Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Financial Planners, Business Planning, Insurance, Mutual Funds, Disability Insurance, Underwriting, 401k, Series 6, Series 63, Long-term Care, Strategic Financial..., Series 7, Finance, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning
Education
The American College 1988 — 1989
CLU, ChFC, Insurance
University of Cincinnati 1978 — 1982
BBA, Accounting
Lightstone Group September 2013 - Present
bk / consult, llc February 2013 - September 2013
UBS Financial Services December 2011 - February 2013
Cembra Financial Group, LLC February 2010 - December 2011
Phoenix Life Insurance Company 2002 - 2009
Universal Financial Consultants 2004 - 2005
MFS Investment Management 2000 - 2001
Delaware Investments 1997 - 2000
UBS 1991 - 1997
Skills
Leadership, Fixed Annuities, Insurance, Life Insurance, Investments, Sales Operations, Public Speaking, Series 7, Series 24, Series 63, Series 65, Colorado Life, Health &..., Retirement, Retirement Planning, 401k, Variable Annuities, Asset Allocation, Alternative Investments, Investment Advisory, Sales Management, Relationship Management, Financial Services, Portfolio Management, Estate Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Finance, Financial Planners, Wealth Management, Long-term Care, Securities
Education
Colorado State University 1971 — 1976
BS, Biological & Physical Sciences
University of Wyoming College of Law
Grows Financially Strong Customer Service Organizations with strong focus on Customer Value April 2014 - Present
Benz Insurance 2013 - 2015
Benz Insurance 2013 - 2015
Benz Insurance 2013 - 2015
Benz Insurance 2013 - 2015
Link Engineering Company July 2013 - March 2014
Link Engineering Company August 2012 - June 2013
Universal Financial Consultants 2008 - 2012
AVL North America 2004 - 2008
MTS Systems 1998 - 2003
Skills
Process Improvement, Leadership, Business Development, Automotive, Cross-functional Team..., Management, Strategic Planning, Sales Management, Organizational..., Sales, Continuous Improvement, Engineering, Engineering Management, Team Building, Project Management, Training, P&L Management, Public Speaking, Sales Operations, Analysis, Customer Satisfaction, Manufacturing, Product Development, Six Sigma, Customer Service, Team Leadership, Executive Management
Education
Michigan State University - The Eli Broad Graduate School of Management
MBA, Business
University of Minnesota-Twin Cities
BSME, Mechanical Engineering
MenuPad January 2014 - Present
Parliament Tutors March 2013 - January 2014
Memory Foam Doctor October 2011 - December 2013
Gilman Ciocia Prime Financial September 2011 - October 2012
Universal Financial Consultants May 2010 - August 2011
Gilman Ciocia- Financial Advising Firm June 2005 - December 2010
Skills
Customer Service, Microsoft Excel, Cash Flow, Microsoft Office, Public Speaking, Consulting, New Business Development, Business Strategy, Business Planning, Small Business, Business Development, Leadership, Management, Training, Public Relations, Research, Marketing, Event Planning, Project Management, PowerPoint, Strategic Planning, Social Media, Finance, Nonprofits, Social Media Marketing, Online Marketing, Sales, Social Networking, Marketing Strategy, Microsoft Word, Time Management, Event Management
Education
Stetson University 2006 — 2010
Management, Family Business
Berkeley Preparatory School 2002 — 2006
Universal Financial Consultants January 2004 - Present
RBC May 1984 - February 2001
Dain Bosworth 1984 - 2001
Education
University of Minnesota-Twin Cities 1989 — 1991
Nuveen Investments July 2014 - Present
Munder Capital Management September 2011 - July 2014
Universal Financial Consultants September 2009 - September 2011
RS Investments February 2008 - September 2009
MFS Investment Management April 1994 - February 2008
Skills
Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Finance, Securities, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Fixed Income, Retirement, Investment Management, Series 7
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor’s Degree, Political Science
Noble and Greenough School 1985 — 1988
Pinellas Dental Specialties, July 2011 - Present
Universal Financial Consultants June 2008 - May 2011
Healthesystems April 2007 - February 2008
DiVal Safety & Supplies 2006 - 2007
PMSI divsion ofAmerisource Bergen 1994 - 2007
PMSI/Tmesys June 1994 - July 2006
Education
Bryant & Stratton College 1978 — 1980
Business
Northwestern Mutual May 2014 - Present
The Compass Agency October 2010 - November 2012
Universal Financial Consultants February 2009 - June 2010
Highland Capital Brokerage September 2007 - October 2008
Self Employed - Handy People to Know April 2005 - August 2007
Highland Capital Brokerage March 2000 - April 2005
Montgomery Watson 1997 - 2000
Allen Bradley/Rockwell Automation 1993 - 1997
Skills
Securities, Series 7, Life Insurance, Long-term Care, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities
Education
Pinells Technical Education Center 2010 — 2010
None, Licensed Practical Nursing
University of Florida 1984 — 1989
None, Pre-Nursing
St. Petersburg College 1985 — 1986
None, Liberal Arts
Saint Petersburg College 1983 — 1984
None, Liberal Arts
Kaizen Financial Distributors January 2013 - Present
Brookstone Capital Management July 2012 - Present
Universal Financial Consultants June 2004 - March 2014
CNA 1997 - 2004
Best Insurance Services, Inc. January 1990 - May 1997
Essex Corp December 1986 - January 1990
W.W. Vincent & Company September 1984 - December 1986
E.O.I. Company January 1983 - September 1984
R. A. Appland & Associates, Inc. August 1981 - January 1983
AXA Equitable July 1975 - August 1981
Skills
Fixed Annuities, Retirement, Series 7, Insurance, Mutual Funds, Alternative Investments, Financial Advisory, Retirement Planning, Small Business, Long-term Care, Strategy, Finance, Alternative Investment..., Wealth Management, 401k, Wealth, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., IRAs, Hedged Equity, Investment Strategies, Securities, Management, Investments
Education
University of Illinois at Chicago 1972 — 1975
Quincy University 1970 — 1972
Montini 1966 — 1970
Universal Financial Consultants 1991 - Present
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Insurance, Strategic Planning, Leadership, Sales, Marketing, Business Strategy, Annuity Sales, Premium Financing, Recruiting, Public Speaking, Presenter, Published Author, Consulting, Investment Management
Education
The American College
Century Mortgage Company August 2012 - Present
Universal Financial Consultants July 1993 - September 1999
Skills
united states marine...
Education
University of Louisville 1975 — 1979
Educational Psychology and sociology
LOUISVILLE MALE HIGH SCHOOL 1973 — 1975
COLLEGE PREP