US Allianz
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US Allianz Employees
Sun Life Financial April 2014 - Present
Sun Life Financial July 2013 - April 2014
Pinnacle Advisors Group May 2012 - March 2013
US Allianz April 2005 - August 2005
PLANCO February 2002 - April 2005
Putnam Investments April 1998 - December 2001
Skills
Financial Services, Retirement Planning, Investments, Public Speaking, Employee Benefits, Investment Strategies, Asset Allocation, Variable Annuities, Mutual Funds, Equity Indexed Annuities, Insurance, Wealth Management, Strategic Financial..., Series 7, Team Leadership, Series 63, Pricing, Financial Advisory, Alternative Investments, Series 6
Education
Indiana University Bloomington 1990 — 1994
B.A., Psychology, Telecommunications, Spanish
Marlborough High School
Marlborough High School
The Investment Center, Inc. 2006 - Present
School District of Philadelphia 1975 - 2011
US Allianz 2005 - 2006
Asset Marketing Systems 2003 - 2005
ACSIA 2000 - 2003
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Life Insurance, Retirement Income..., Estate Planning, 401k Rollovers, Annuities, Long Term Care Insurance, Social Security ..., Series 65, Disability Insurance, Series 63, Risk Assessment, Series 6, Fixed Annuities, Divorce Planning, Collaborative Practice
Education
Institute for Divorce Financial Analysts™ 2014 — 2015
Certified Divorce Financial Analyst
Villanova University 1972 — 1974
Master of Arts (MA), Counselor Education/School Counseling and Guidance Services
Temple University 1968 — 1972
Bachelor's degree, Sociology
The American College
Retirement Income Process, Stategies, and Solutions
StarSat January 2008 - January 2014
Fifth Third Bank 2005 - 2007
US Allianz 2002 - 2003
Pizza Guy 2001 - 2002
Morgan Keegan 1993 - 2001
IDS Financial Servies 1991 - 1993
Skills
Strategic Planning, Financial Planning, Research, Leadership Development, Insurance, Budgeting, Forecasting, Customer Relations, Accounting, Business Strategy, Negotiation, Business Planning, Excel, Microsoft Office, Team Building, Problem Solving, Planning, New Business Development, Contract Negotiation, Customer Service, Competitive Analysis, Management Consulting, Small Business, Account Management, Accounts Receivable, PowerPoint, Word, Sales Management, Team Leadership, Business Management, Credit, Data Analysis, Quickbooks, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Project Planning, Budgets, Executive Management, Banking, Risk Management, Strategic Financial..., Management
Education
University of Louisville 1988 — 1991
bsba, finance
University of Louisville 1988 — 1990
BSBA, Finance
Capella University
Masters in Finance
United Blood Services October 2007 - Present
PNC Financial Services Group April 2005 - March 2007
Sneaker Phreaks 2006 - 2007
US Allianz January 2004 - April 2005
Skills
Non Profit Management, Strategic Planning, Marketing Strategy, Volunteer Management, Public Speaking, Nonprofits, Marketing, Coaching, Event Planning, Team Building, New Business Development, Public Relations, Event Management, Community Outreach, Fundraising, Non-profits, Recruiting, Business Development, Customer Service, Volunteer Recruiting, Marketing Communications, Leadership, Management, Sales, Leadership Development
Education
Lincoln Christian University
Master of Arts (M.A.), Organizational Leadership
Lincoln Christian University 2011 — 2013
Bachelor of Arts (B.A.), Leadership and Management, Magna Cum Laude
Dale Carnegie Course 2010 — 2010
Certificate, Human Relations, Public Speaking and Leadership Development
Villanova University 1991 — 1993
n/a, Business Administration
TM Consulting and Financial Services, LLC January 2015 - Present
MassMutual Financial Group March 2014 - March 2015
1st Global April 2004 - December 2013
US Allianz 2002 - 2003
H.D. Vest Financial Services 1999 - 2002
Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning
Education
The University of Texas at Dallas 1996 — 1998
BS, Business Administration
Raymond James Financial Services, Inc. August 2010 - Present
Ent Federal Credit Union April 2005 - July 2010
Mission Federal Credit Union January 2003 - March 2005
US Allianz August 2001 - January 2003
CUNA Mutual Group May 1998 - August 2001
Education
College for Financial Planning 2008 — 2009
AWMA®, Accredited Wealth Management Advisor
Kaplan University 2006 — 2008
RFC®, Registered Financial Consultant
San Diego State University-California State University 1989 — 1992
Bachelors, Finance
US ALLIANZ August 1997 - Present
Education
PENN STATE UNIVERSITY 1991 — 1995
US Allianz February 1993 - Present
Delaware Valley Financial Services 1993 - Present
Education
Drexel University 2001 — 2004
Electrical Engineering, Mathematics
Villanova University 1982 — 1986
Computer Science
Accenture December 2007 - February 2011
Delaware Valley Financial Services 2007 - 2007
US Allianz 2007 - 2007
Skills
Requirements Analysis, SDLC, Business Analysis, Requirements Gathering
Education
Philadelphia University 1982 — 1985
Gold Coast Companies March 2012 - Present
Chase Brexton Health Care 2012 - 2015
Chase Brexton Health Care 2012 - 2015
Chase Brexton Health Care 2012 - 2015
Chase Brexton Health Care 2012 - 2015
Simbasys September 2009 - February 2012
TCS February 2009 - June 2009
US Allianz August 2002 - January 2009
Innovative September 2000 - August 2002
Siemens Medical Solutions June 2000 - September 2000
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Requirements Gathering, Software Project..., Vendor Management, IT Management, Business Process, Business Process..., Disaster Recovery, Oracle
Education
Rowan University 1989 — 1990
Bachelor of Science (BSc), Computer Science
Wholesaler Express 1999 - Present
US Allianz 2000 - 2002
SunAmerica 1995 - 2000
SunAmerica 1995 - 1999
Education
California State University-Northridge
Merchant Partners July 2009 - Present
Wells Fargo Auto Finance January 2007 - November 2008
Wells Fargo Auto Fianance October 2003 - January 2007
Wells Fargo Financial June 2001 - October 2003
US Allianz September 1999 - June 2001
Skills
Strategic Partnerships, P&L Management, Sales Process, Sales Operations, Integration, New Business Development, Sales, Business Development, Financial Services, Credit, Loans, Management, E-commerce, Forecasting, Project Planning, Salesforce.com, Relationship Management, Sales Management, Strategic Planning, Leadership, Process Improvement, Mortgage Lending, Call Centers, Credit Cards, Public Speaking, Account Management, Vendor Management, Underwriting, Customer Service, Team Building, Recruiting, Business Strategy, Customer Satisfaction, Operations Management
Education
Pacific Lutheran University 1968 — 1972
BFA, Communications, Business