Unkefer & Associates
Industry: Company
DescriptionFounded: 1994 Parent organization: AmeriLife Group, LLC
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Unkefer & Associates Employees
Employee
Years
Job
Industry
Gregory S Spillar / Membership Sales Director Gregory S Spillar / Membership Sales Director's Unkefer & Associates Experience June 2010 - September 2012
Job The Rim Golf Club & The Golf Club at Chaparral Pines / Scottsdale & Payson, Arizona
Industry Sports
Experience
The Rim Golf Club / Payson, Arizona March 2014 - Present
TPC Scottsdale November 2013 - March 2014
PhoenixMart September 2012 - October 2013
Unkefer & Associates June 2010 - September 2012
Guaranteed Rate May 2008 - June 2010
MLN Corporation November 2005 - May 2008
Fidelity Lending Consultants May 2000 - November 2005
Innovative Financial Group September 1997 - May 2000
Credit & Debt Professional Network March 1995 - September 1997
United States Air Force September 1978 - August 1982
Skills
Training, Leadership, Sales Management, Business Development, Marketing, Sales Operations, Business Planning, Executive Level..., Business Alliances, Sourcing, New Business Development
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor's Degree, Education
Niles East High School
The Rim Golf Club / Payson, Arizona March 2014 - Present
TPC Scottsdale November 2013 - March 2014
PhoenixMart September 2012 - October 2013
Unkefer & Associates June 2010 - September 2012
Guaranteed Rate May 2008 - June 2010
MLN Corporation November 2005 - May 2008
Fidelity Lending Consultants May 2000 - November 2005
Innovative Financial Group September 1997 - May 2000
Credit & Debt Professional Network March 1995 - September 1997
United States Air Force September 1978 - August 1982
Skills
Training, Leadership, Sales Management, Business Development, Marketing, Sales Operations, Business Planning, Executive Level..., Business Alliances, Sourcing, New Business Development
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor's Degree, Education
Niles East High School
Chad Hilkemeier Chad Hilkemeier's Unkefer & Associates Experience May 2002 - Present
Job Executive Vice President at Unkefer & Associates
Industry Financial Services
Experience
Unkefer & Associates May 2002 - Present
Farmers Insurance May 1992 - May 2002
Education
Grand Canyon University 1988 — 1991
Bachelor of Science (B.S.), Marketing
Phoenix College 1985 — 1988
Unkefer & Associates May 2002 - Present
Farmers Insurance May 1992 - May 2002
Education
Grand Canyon University 1988 — 1991
Bachelor of Science (B.S.), Marketing
Phoenix College 1985 — 1988
Jared Weiss, CSSCS's Unkefer & Associates Experience February 2010 - July 2011
Job President & CEO at Next Phase Financial
Industry Financial Services
Experience
Next Phase Financial July 2015 - Present
The Corporation for Social Security Claiming Strategies January 2015 - Present
American Equity Investment Life Insurance Company July 2011 - January 2015
Unkefer & Associates February 2010 - July 2011
American Retirement Systems August 2009 - February 2010
Weiss-Schoenborn Insurance and Investment Services January 2005 - August 2009
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Marketing, IRAs, 401k, Sales, Marketing Strategy, New Business Development, Whole Life, Sales Management, Strategic Financial..., Investments, Universal Life, Public Speaking, Business Planning, Brokers, Financial Planners, Social Media, Recruiting, Sales Operations, Product Marketing, Indexed Annuities, Equity Indexed Annuities, Wealth Accumulation, Direct Marketing, Selling, Lead Generation, Annuity Product..., Sales Process, Wholesale, Email Marketing, Advanced Sales Concepts, Index Annuities, Social Media Marketing, Retirement Income..., Guaranteed Lifetime..., Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, Business..., Strategy and Strategic..., Social Security, Social Security..., Financial Planning, Long-term Care
Education
Northern Arizona University 1998 — 2001
BA, Anthropology
James Cook University 1999 — 2000
Associate of Arts (AA), Anthropology
Next Phase Financial July 2015 - Present
The Corporation for Social Security Claiming Strategies January 2015 - Present
American Equity Investment Life Insurance Company July 2011 - January 2015
Unkefer & Associates February 2010 - July 2011
American Retirement Systems August 2009 - February 2010
Weiss-Schoenborn Insurance and Investment Services January 2005 - August 2009
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Marketing, IRAs, 401k, Sales, Marketing Strategy, New Business Development, Whole Life, Sales Management, Strategic Financial..., Investments, Universal Life, Public Speaking, Business Planning, Brokers, Financial Planners, Social Media, Recruiting, Sales Operations, Product Marketing, Indexed Annuities, Equity Indexed Annuities, Wealth Accumulation, Direct Marketing, Selling, Lead Generation, Annuity Product..., Sales Process, Wholesale, Email Marketing, Advanced Sales Concepts, Index Annuities, Social Media Marketing, Retirement Income..., Guaranteed Lifetime..., Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, Business..., Strategy and Strategic..., Social Security, Social Security..., Financial Planning, Long-term Care
Education
Northern Arizona University 1998 — 2001
BA, Anthropology
James Cook University 1999 — 2000
Associate of Arts (AA), Anthropology
Jacob Wilson Jacob Wilson's Unkefer & Associates Experience 2010 - Present
Job Vice President, Sales at Unkefer & Associates
Industry Financial Services
Experience
Unkefer & Associates 2010 - Present
New York Life Insurance Company 2009 - 2010
PGA TOUR Superstore 2007 - 2009
Jacobs 2004 - 2006
Skills
Life Insurance,..., Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Business Planning, Marketing, Sales Operations, Relationship Management, Business Development, Sales, Market Planning, Finance, Whole Life, Critical Illness, Universal Life, Financial Analysis, Final Expense Planning
Education
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Coffee county
Coffee county
Unkefer & Associates 2010 - Present
New York Life Insurance Company 2009 - 2010
PGA TOUR Superstore 2007 - 2009
Jacobs 2004 - 2006
Skills
Life Insurance,..., Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Business Planning, Marketing, Sales Operations, Relationship Management, Business Development, Sales, Market Planning, Finance, Whole Life, Critical Illness, Universal Life, Financial Analysis, Final Expense Planning
Education
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Coffee county
Coffee county
Dusty Travis Dusty Travis's Unkefer & Associates Experience February 2011 - Present
Job Contracting and Licensing at Unkefer & Associates
Industry Financial Services
Experience
Unkefer & Associates February 2011 - Present
Skills
Fundamental Analysis, Financial Reporting, Accounts Payable, Valuation, Accounting, Technical Analysis, Financial Analysis, Cash Flow Forecasting, Strategic Financial..., Corporate Finance, Due Diligence, Fixed Annuities, Sales Operations, Financial Planning, Project Management, Business Development, Budgets, Marketing Strategy, Strategic Planning
Education
Northern Arizona University 1999 — 2001
Bachelor of Science (B.S.), Chemistry
Unkefer & Associates February 2011 - Present
Skills
Fundamental Analysis, Financial Reporting, Accounts Payable, Valuation, Accounting, Technical Analysis, Financial Analysis, Cash Flow Forecasting, Strategic Financial..., Corporate Finance, Due Diligence, Fixed Annuities, Sales Operations, Financial Planning, Project Management, Business Development, Budgets, Marketing Strategy, Strategic Planning
Education
Northern Arizona University 1999 — 2001
Bachelor of Science (B.S.), Chemistry
Jack Robertson Jack Robertson's Unkefer & Associates Experience June 2009 - Present
Job Director Process Adoption & Training at YP℠ Marketing Solutions
Industry Internet
Experience
YP December 2014 - Present
San Ramon Valley Fire Protection District November 2006 - Present
Unkefer & Associates June 2009 - Present
YP August 2014 - December 2014
YP August 2011 - August 2014
AT&T Interactive January 2010 - July 2011
AT&T March 2008 - June 2009
AT&T November 2000 - March 2008
SBC October 1997 - November 2000
Pacific Bell August 1996 - October 1997
Skills
Product Management, Project Management, Program Management, E-commerce, Strategic Planning, Cross-functional Team..., Online Advertising, Mobile Devices, Vendor Management, Telecommunications, Start-ups, Product Development, Strategy, Account Management, Call Centers, Product Marketing, Process Improvement, Management, Team Building, CRM, Business Intelligence, Leadership, Sales Operations, Team Leadership, IT Strategy, Business Strategy, Business Process, Business Planning, Marketing, Marketing Strategy, Customer Oriented, Analysis, Operations Management
Education
University of Phoenix 1997 — 1998
YP December 2014 - Present
San Ramon Valley Fire Protection District November 2006 - Present
Unkefer & Associates June 2009 - Present
YP August 2014 - December 2014
YP August 2011 - August 2014
AT&T Interactive January 2010 - July 2011
AT&T March 2008 - June 2009
AT&T November 2000 - March 2008
SBC October 1997 - November 2000
Pacific Bell August 1996 - October 1997
Skills
Product Management, Project Management, Program Management, E-commerce, Strategic Planning, Cross-functional Team..., Online Advertising, Mobile Devices, Vendor Management, Telecommunications, Start-ups, Product Development, Strategy, Account Management, Call Centers, Product Marketing, Process Improvement, Management, Team Building, CRM, Business Intelligence, Leadership, Sales Operations, Team Leadership, IT Strategy, Business Strategy, Business Process, Business Planning, Marketing, Marketing Strategy, Customer Oriented, Analysis, Operations Management
Education
University of Phoenix 1997 — 1998
Curtis Wolfenberger Jr.'s Unkefer & Associates Experience July 2015 - Present
Job Fullstack Web Developer at Unkefer & Associates
Industry Marketing and Advertising
Experience
Lucidity June 2010 - Present
Unkefer & Associates July 2015 - Present
Payprotec - Warsaw May 2014 - July 2015
Catalyst Marketing Design January 2014 - May 2014
Mercury Wireless September 2013 - January 2014
The HF Group, LLC April 2013 - September 2013
Brightnet August 2009 - April 2013
Skills
Web Development, Web Design, HTML 5, CSS, PHP, Laravel, Web Applications, Databases, MySQL, LAMP, jQuery, AJAX, Front-end, Back-end, SQL, SEO, User Interface, Google Analytics, Web Standards, Database Design, User Experience, SASS, JavaScript, WordPress, GruntJS, Website Development
Education
Ivy Tech Community College 2011 — 2012
Associate of Applied Science, Software Development
Lucidity June 2010 - Present
Unkefer & Associates July 2015 - Present
Payprotec - Warsaw May 2014 - July 2015
Catalyst Marketing Design January 2014 - May 2014
Mercury Wireless September 2013 - January 2014
The HF Group, LLC April 2013 - September 2013
Brightnet August 2009 - April 2013
Skills
Web Development, Web Design, HTML 5, CSS, PHP, Laravel, Web Applications, Databases, MySQL, LAMP, jQuery, AJAX, Front-end, Back-end, SQL, SEO, User Interface, Google Analytics, Web Standards, Database Design, User Experience, SASS, JavaScript, WordPress, GruntJS, Website Development
Education
Ivy Tech Community College 2011 — 2012
Associate of Applied Science, Software Development
Susan Hauge's Unkefer & Associates Experience April 2006 - Present
Job Finance Director at Unkefer & Associates
Industry Insurance
Experience
Unkefer & Associates April 2006 - Present
Skills
Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, IRAs, Retirement, Financial Planners, Life Insurance, Term Life Insurance, 401k, Long-term Care, Disability Insurance, Financial Advisory, Estate Planning, Wealth, Financial Planning, Investments
Education
The School of the Art Institute of Chicago 1979 — 1982
Unkefer & Associates April 2006 - Present
Skills
Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, IRAs, Retirement, Financial Planners, Life Insurance, Term Life Insurance, 401k, Long-term Care, Disability Insurance, Financial Advisory, Estate Planning, Wealth, Financial Planning, Investments
Education
The School of the Art Institute of Chicago 1979 — 1982
Edward Harrigan's Unkefer & Associates Experience 2004 - 2014
Job Director at American Senior Advisors,LLC
Industry Financial Services
Experience
American Senior Advisors,LLC August 2005 - Present
GamePlan Financial Marketing, LLC. 2012 - 2014
Unkefer & Associates 2004 - 2014
Unkefer & Associates 2004 - 2014
Triquest Equity Management 2011 - 2013
American Equity 2001 - 2013
Skills
Retirement Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Investments, Long-term Care, Financial Planners
Education
Temple University 1973 — 1978
BA, Science, Psychology, Economics
American Senior Advisors,LLC August 2005 - Present
GamePlan Financial Marketing, LLC. 2012 - 2014
Unkefer & Associates 2004 - 2014
Unkefer & Associates 2004 - 2014
Triquest Equity Management 2011 - 2013
American Equity 2001 - 2013
Skills
Retirement Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Investments, Long-term Care, Financial Planners
Education
Temple University 1973 — 1978
BA, Science, Psychology, Economics
John Pribula's Unkefer & Associates Experience May 2013 - Present
Job Web Developer at Unkefer & Associates
Industry Insurance
Experience
Unkefer & Associates May 2013 - Present
CXT Software October 2009 - May 2013
Skills
Programming, Integration, Troubleshooting, Software Implementation, Web Services, EDI, MVC, SQL, C#, PHP, .NET, Process Improvement, IIS, Microsoft SQL Server
Education
Arizona State University 2007 — 2009
B.S. Computer Information Systems, Management Information Systems, General, 3.99 GPA
University of Arizona 2003 — 2006
Computer Science, 3.53 GPA
Unkefer & Associates May 2013 - Present
CXT Software October 2009 - May 2013
Skills
Programming, Integration, Troubleshooting, Software Implementation, Web Services, EDI, MVC, SQL, C#, PHP, .NET, Process Improvement, IIS, Microsoft SQL Server
Education
Arizona State University 2007 — 2009
B.S. Computer Information Systems, Management Information Systems, General, 3.99 GPA
University of Arizona 2003 — 2006
Computer Science, 3.53 GPA
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