Universal Financial Consultants

Description

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

Employee
Years
Job
Industry
Tracy Smith, CPC Tracy Smith, CPC Blacksburg, Virginia Details
Tracy Smith, CPC's Universal Financial Consultants Experience April 2012 - Present
Job Virginia Tech
Industry Research
Experience
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

John Lannamann John Lannamann Menifee, California Details
John Lannamann's Universal Financial Consultants Experience January 2000 - November 2002
Job Plant Manager at vitagold
Industry Transportation/Trucking/Railroad
Experience
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

Scott Naughton Scott Naughton Houston, Texas Area Details
Scott Naughton's Universal Financial Consultants Experience April 2007 - December 2013
Job Business Development Wholesaler at BIC Group, LLC
Industry Financial Services
Experience
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.)

Patrick Gawrych Patrick Gawrych Tampa/St. Petersburg, Florida Area Details
Patrick Gawrych's Universal Financial Consultants Experience July 2014 - Present
Job Internal Wholesaler at Universal Financial Consultants
Industry Insurance
Experience
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

Dan DeMarco, CLU Dan DeMarco, CLU Tampa/St. Petersburg, Florida Area Details
Dan DeMarco, CLU's Universal Financial Consultants Experience February 2004 - Present
Job Asset Protection & Preservation Consultant
Industry Insurance
Experience
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

Douglas Flaute, CPA, ChFC, CLU Douglas Flaute, CPA, ChFC, CLU Orlando, Florida Area Details
Douglas Flaute, CPA, ChFC, CLU's Universal Financial Consultants Experience 2008 - 2010
Job President Life Insurance Sales
Industry Insurance
Experience
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

Brad Kolstoe Brad Kolstoe Denver, Colorado Details
Brad Kolstoe's Universal Financial Consultants Experience 2004 - 2005
Job Vice President at Lightstone Group
Industry Financial Services
Experience
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

Jim Egerdal Jim Egerdal Greater Detroit Area Details
Jim Egerdal's Universal Financial Consultants Experience 2008 - 2012
Job Customer Service & Aftermarket Business Leader ► Build HiPerformance Management Teams | Exceed Revenue & Profit Targets
Industry Aviation & Aerospace
Experience
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

Robert Gilbert Robert Gilbert Miami/Fort Lauderdale Area Details
Robert Gilbert's Universal Financial Consultants Experience May 2010 - August 2011
Job Business Development Manager at MenuPad
Industry Restaurants
Experience
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

Steve DeMarais Steve DeMarais Greater Minneapolis-St. Paul Area Details
Steve DeMarais's Universal Financial Consultants Experience January 2004 - Present
Job Partner at Universal Financial Consultants
Industry Wholesale
Experience
Universal Financial Consultants   January 2004 - Present
RBC  May 1984 - February 2001
Dain Bosworth  1984 - 2001

Education
University of Minnesota-Twin Cities   1989 — 1991

John A. Hauck, Jr., CIMA John A. Hauck, Jr., CIMA Greater Boston Area Details
John A. Hauck, Jr., CIMA's Universal Financial Consultants Experience September 2009 - September 2011
Job Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
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

Gina Genua Gina Genua Tampa/St. Petersburg, Florida Area Details
Gina Genua's Universal Financial Consultants Experience June 2008 - May 2011
Job Front Desk Manager at Pinellas Dental Specialties,
Industry Pharmaceuticals
Experience
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

Christine Terman Christine Terman Tampa/St. Petersburg, Florida Area Details
Christine Terman's Universal Financial Consultants Experience February 2009 - June 2010
Job Assistant Financial Representative at Northwestern Mutual
Industry Insurance
Experience
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

Tom Young Tom Young Greater Chicago Area Details
Tom Young's Universal Financial Consultants Experience June 2004 - March 2014
Job Agent for "Positive Change"​/ In search of "Future Advocates"/ Building Trust one day at a time.
Industry Financial Services
Experience
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

Vincent Munno Vincent Munno Tampa/St. Petersburg, Florida Area Details
Vincent Munno's Universal Financial Consultants Experience 1991 - Present
Job Owner, Universal Financial Consultants
Industry Insurance
Experience
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

HAROLD SPRINGER HAROLD SPRINGER Clarksville, Indiana Details
HAROLD SPRINGER's Universal Financial Consultants Experience July 1993 - September 1999
Job LOAN OFFICER at Century Mortgage Company8127047337
Industry Banking
Experience
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