Wave Financial Partners, Inc.
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Wave Financial Partners, Inc. Employees
Employee
Years
Job
Industry
Douglas Newman Douglas Newman's Wave Financial Partners, Inc. Experience November 2013 - Present
Job Associate at World Financial Group, Wave Financial Partners
Industry Financial Services
Experience
Wave Financial Partners, Inc. November 2013 - Present
World Financial Group (WFG) June 2013 - Present
Genesis Health Insurance June 2012 - Present
One Source Marketing, LLC January 2011 - October 2011
Spark Energy Gas, LP July 2008 - March 2010
AdvanceMe, Inc. November 2006 - July 2008
Yellow Book 2005 - 2006
Verizon Yellow Pages July 2002 - November 2005
Country Insurance & Financial Services July 1998 - June 2001
United States Naval Reserve April 1983 - April 2001
Skills
Sales, Marketing, Advertising, Building Relationships, Trade Shows, New Business Development, Training, Management, Social Networking, Budgets, Selling, Lead Generation, Small Business, Product Marketing, Social Media, Social Media Marketing, Public Relations, Facebook, Online Advertising, Customer Satisfaction, Key Account Management, Sales Management, Salesforce.com, Insurance, Email Marketing, Direct Sales, Marketing Communications, Retail, Cold Calling, Team Building, Leadership, Customer Service, Networking, Customer Retention, Account Management, Negotiation, Public Speaking, Strategic Planning, Direct Marketing, Sales Process, Integrated Marketing, Marketing Strategy, B2B
Education
Arizona State University
B.A., Political Science with a minor in English
Rumson-Fair Haven Regional HS
Wave Financial Partners, Inc. November 2013 - Present
World Financial Group (WFG) June 2013 - Present
Genesis Health Insurance June 2012 - Present
One Source Marketing, LLC January 2011 - October 2011
Spark Energy Gas, LP July 2008 - March 2010
AdvanceMe, Inc. November 2006 - July 2008
Yellow Book 2005 - 2006
Verizon Yellow Pages July 2002 - November 2005
Country Insurance & Financial Services July 1998 - June 2001
United States Naval Reserve April 1983 - April 2001
Skills
Sales, Marketing, Advertising, Building Relationships, Trade Shows, New Business Development, Training, Management, Social Networking, Budgets, Selling, Lead Generation, Small Business, Product Marketing, Social Media, Social Media Marketing, Public Relations, Facebook, Online Advertising, Customer Satisfaction, Key Account Management, Sales Management, Salesforce.com, Insurance, Email Marketing, Direct Sales, Marketing Communications, Retail, Cold Calling, Team Building, Leadership, Customer Service, Networking, Customer Retention, Account Management, Negotiation, Public Speaking, Strategic Planning, Direct Marketing, Sales Process, Integrated Marketing, Marketing Strategy, B2B
Education
Arizona State University
B.A., Political Science with a minor in English
Rumson-Fair Haven Regional HS
Diane C. Brown Diane C. Brown's Wave Financial Partners, Inc. Experience April 2013 - July 2015
Job Financial Wellness Consultant
Industry Insurance
Experience
Independent Agent July 2015 - Present
Independent Insurance Agent October 2013 - Present
VIP Financial July 2012 - Present
Independent August 2013 - Present
Wave Financial Partners, Inc. April 2013 - July 2015
Five Rings Financial October 2011 - July 2013
Melaleuca:The Wellness Company 2006 - 2011
ERA Werner Realty 2007 - 2009
Skills
Financial Planning, Education, Team Motivator, Public Speaking, Coaching, Customer Service, Customer Relations, Microsoft Office, Mentor, Insurance Professional, Fixed Annuities, Life Insurance With..., Partner Recruitment, Spiritual Counseling, Financial Advisory, IRA Rollovers, 401k Rollovers, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement, Tax Free Retirement..., Self Directed Pensions, Million Dollar Baby..., Career Exploration, Grandparent, Nutrition Education, Creative Real Estate..., Investing, Team Building, Presenter, Direct Sales, IRAs, Investments, Retirement, Strategic Financial..., Entrepreneurship, Insurance, Grandparents, Recruiting, Leadership, Social Networking, Budgets, Income for Life, Small Business, Sales, Finance, Mortgage Lending, Wealth Accumulation, Real Estate, Term Life Insurance
Education
Metropolitan State College of Denver 1980 — 1981
Larimer County Vo Tech 1977 — 1979
Independent Agent July 2015 - Present
Independent Insurance Agent October 2013 - Present
VIP Financial July 2012 - Present
Independent August 2013 - Present
Wave Financial Partners, Inc. April 2013 - July 2015
Five Rings Financial October 2011 - July 2013
Melaleuca:The Wellness Company 2006 - 2011
ERA Werner Realty 2007 - 2009
Skills
Financial Planning, Education, Team Motivator, Public Speaking, Coaching, Customer Service, Customer Relations, Microsoft Office, Mentor, Insurance Professional, Fixed Annuities, Life Insurance With..., Partner Recruitment, Spiritual Counseling, Financial Advisory, IRA Rollovers, 401k Rollovers, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement, Tax Free Retirement..., Self Directed Pensions, Million Dollar Baby..., Career Exploration, Grandparent, Nutrition Education, Creative Real Estate..., Investing, Team Building, Presenter, Direct Sales, IRAs, Investments, Retirement, Strategic Financial..., Entrepreneurship, Insurance, Grandparents, Recruiting, Leadership, Social Networking, Budgets, Income for Life, Small Business, Sales, Finance, Mortgage Lending, Wealth Accumulation, Real Estate, Term Life Insurance
Education
Metropolitan State College of Denver 1980 — 1981
Larimer County Vo Tech 1977 — 1979
Alexandria Abeyta Gomez Alexandria Abeyta Gomez's Wave Financial Partners, Inc. Experience March 2015 - Present
Job Commercial Administrator at Wave Financial Partners, Inc.
Industry Insurance
Experience
Wave Financial Partners, Inc. March 2015 - Present
Wave Financial Partners, Inc. September 2013 - March 2015
Walmart April 2012 - September 2013
Skills
Customer Service, Time Management, Retail, Microsoft Word, Inventory Management, Merchandising, Customer Satisfaction, PowerPoint, Data Entry, Teamwork, Cashiering, Photography, Digital Photography, Photoshop, Portrait Photography, Accounting, Commercial Insurance
Education
Red Rocks Community College 2012 — 2015
Psychology
Wave Financial Partners, Inc. March 2015 - Present
Wave Financial Partners, Inc. September 2013 - March 2015
Walmart April 2012 - September 2013
Skills
Customer Service, Time Management, Retail, Microsoft Word, Inventory Management, Merchandising, Customer Satisfaction, PowerPoint, Data Entry, Teamwork, Cashiering, Photography, Digital Photography, Photoshop, Portrait Photography, Accounting, Commercial Insurance
Education
Red Rocks Community College 2012 — 2015
Psychology
Carmen Oliver's Wave Financial Partners, Inc. Experience June 2012 - April 2014
Job Administrative Assistant and also volunteer with Kickstart Kids
Industry Financial Services
Experience
Carmen's Confectionery October 2013 - Present
Carrollton-Farmers Branch ISD September 2014 - Present
KICKSTART KIDS August 2010 - Present
Wave Financial Partners, Inc. June 2012 - April 2014
Aspen Advisors LP February 2012 - April 2014
Arlington Medical Clinic - Texas Health Resources February 2011 - February 2012
Skills
Office Administration, Office Management, Personnel Management, Time Management, Travel Arrangements, Baking, Executive Support, Executive..., Executive Level..., Calendars, Meeting Scheduling, Confidentiality, Diary Management, Calendaring, Concur, Customer Service, Event Management, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Strategic Planning, Team Building
Education
Regent University 2004 — 2005
Associate's degree, Business Administration and Management, General
Johnson & Wales University-Norfolk,VA 2002 — 2004
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training
Carmen's Confectionery October 2013 - Present
Carrollton-Farmers Branch ISD September 2014 - Present
KICKSTART KIDS August 2010 - Present
Wave Financial Partners, Inc. June 2012 - April 2014
Aspen Advisors LP February 2012 - April 2014
Arlington Medical Clinic - Texas Health Resources February 2011 - February 2012
Skills
Office Administration, Office Management, Personnel Management, Time Management, Travel Arrangements, Baking, Executive Support, Executive..., Executive Level..., Calendars, Meeting Scheduling, Confidentiality, Diary Management, Calendaring, Concur, Customer Service, Event Management, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Strategic Planning, Team Building
Education
Regent University 2004 — 2005
Associate's degree, Business Administration and Management, General
Johnson & Wales University-Norfolk,VA 2002 — 2004
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training
Felicia Nuñez, CISR, MLIS's Wave Financial Partners, Inc. Experience January 2010 - January 2013
Job Sr Commercial Account Executive
Industry Insurance
Experience
JJ Insurance, Inc. April 2013 - Present
Wave Financial Partners, Inc. January 2010 - January 2013
AirSure Limited 2009 - 2010
City of Littleton 1998 - 2000
Skills
Risk Analysis, Commercial Insurance, Life Insurance, Policy Analysis, Commercial Lines..., Property & Casualty..., Directors & Officers..., Associations, Community Associations, Home Health Agencies, Hospice, Assisted Living, Fidelity Bonds, Professional Liability, Miscellaneous..., Umbrella Insurance, Risk Management, Loss Prevention, Workers Compensation, Employee Benefits
Education
Arapahoe Community College 1998 — 2000
Arapahoe Community College
JJ Insurance, Inc. April 2013 - Present
Wave Financial Partners, Inc. January 2010 - January 2013
AirSure Limited 2009 - 2010
City of Littleton 1998 - 2000
Skills
Risk Analysis, Commercial Insurance, Life Insurance, Policy Analysis, Commercial Lines..., Property & Casualty..., Directors & Officers..., Associations, Community Associations, Home Health Agencies, Hospice, Assisted Living, Fidelity Bonds, Professional Liability, Miscellaneous..., Umbrella Insurance, Risk Management, Loss Prevention, Workers Compensation, Employee Benefits
Education
Arapahoe Community College 1998 — 2000
Arapahoe Community College
Ryan J Thayer Ryan J Thayer's Wave Financial Partners, Inc. Experience 2011 - 2012
Job Financial and Real Estate Expert
Industry Real Estate
Experience
Chateaux Realty June 2015 - Present
ICON Advisers October 2014 - August 2015
Jackson November 2012 - October 2014
Wells Fargo Advisors, LLC July 2011 - November 2012
Wave Financial Partners, Inc. 2011 - 2012
Thayer Financial, Inc November 2010 - July 2011
American Family Insurance 2009 - 2011
Mr Fix It Handyman & Construction, Inc April 2005 - June 2009
POLAR PLOWING SERVICE November 2004 - May 2009
Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship
Shanley High School, Fargo, ND
Chateaux Realty June 2015 - Present
ICON Advisers October 2014 - August 2015
Jackson November 2012 - October 2014
Wells Fargo Advisors, LLC July 2011 - November 2012
Wave Financial Partners, Inc. 2011 - 2012
Thayer Financial, Inc November 2010 - July 2011
American Family Insurance 2009 - 2011
Mr Fix It Handyman & Construction, Inc April 2005 - June 2009
POLAR PLOWING SERVICE November 2004 - May 2009
Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship
Shanley High School, Fargo, ND
Marc Still's Wave Financial Partners, Inc. Experience June 2012 - Present
Job President & CEO at Aspen Advisors
Industry Financial Services
Experience
Wave Financial Partners, Inc. June 2012 - Present
Aspen Advisors May 2000 - Present
Skills
Financial Analysis, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Commercial Lending, Venture Capital, New Business Development, Strategic Planning, Executive Management, Golf, Business Strategy, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1980 — 1983
Wave Financial Partners, Inc. June 2012 - Present
Aspen Advisors May 2000 - Present
Skills
Financial Analysis, Investments, Financial Modeling, Mergers & Acquisitions, Private Equity, Commercial Lending, Venture Capital, New Business Development, Strategic Planning, Executive Management, Golf, Business Strategy, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1980 — 1983
Devin Sever's Wave Financial Partners, Inc. Experience July 2011 - September 2013
Job Channel Manager at YipTel
Industry Telecommunications
Experience
YipTel May 2014 - Present
Moss Corporation September 2013 - May 2014
Wave Financial Partners, Inc. July 2011 - September 2013
Dagley Insurance & Financial Services, Inc. January 2010 - July 2011
Fox & Hound Restaurant Group January 2009 - January 2010
Washington's Sports Bar and Grill July 2000 - January 2009
Skills
Sales, Selling, Telecommunications, Account Management, Management, Customer Service, Sales Management, Insurance, Lead Generation, VoIP, Mobile Communications, Homeowners, Property & Casualty..., Legal Liability, Renters, Commercial Insurance, Claim, Flood Insurance, Term Life Insurance, Umbrella Insurance, Team Management, Casualty, Brokers, Inland Marine, Property, CRM, Training, New Business Development, Sales Process, Call Centers
Education
Colorado State University 2000 — 2005
Bachelors, Speech Communications
YipTel May 2014 - Present
Moss Corporation September 2013 - May 2014
Wave Financial Partners, Inc. July 2011 - September 2013
Dagley Insurance & Financial Services, Inc. January 2010 - July 2011
Fox & Hound Restaurant Group January 2009 - January 2010
Washington's Sports Bar and Grill July 2000 - January 2009
Skills
Sales, Selling, Telecommunications, Account Management, Management, Customer Service, Sales Management, Insurance, Lead Generation, VoIP, Mobile Communications, Homeowners, Property & Casualty..., Legal Liability, Renters, Commercial Insurance, Claim, Flood Insurance, Term Life Insurance, Umbrella Insurance, Team Management, Casualty, Brokers, Inland Marine, Property, CRM, Training, New Business Development, Sales Process, Call Centers
Education
Colorado State University 2000 — 2005
Bachelors, Speech Communications
Chelsea Hoycott's Wave Financial Partners, Inc. Experience September 2013 - Present
Job Personal Lines Account Specialist at Wave Financial Partners, Inc.
Industry Insurance
Experience
Wave Financial Partners, Inc. September 2013 - Present
Colorado Insurance Professionals, Inc June 2007 - September 2013
State Farm Insurance April 2006 - June 2007
Skills
Umbrella Insurance, Marketing, Customer Service, Strategic Planning, Public Speaking, Team Building, Insurance
Education
Heald College 2001 — 2002
Business Software
Wave Financial Partners, Inc. September 2013 - Present
Colorado Insurance Professionals, Inc June 2007 - September 2013
State Farm Insurance April 2006 - June 2007
Skills
Umbrella Insurance, Marketing, Customer Service, Strategic Planning, Public Speaking, Team Building, Insurance
Education
Heald College 2001 — 2002
Business Software