WealthSmart America
WealthSmart America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WealthSmart America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WealthSmart America Employees
Employee
Years
Job
Industry
Todd A. Watson Todd A. Watson's WealthSmart America Experience April 2013 - Present
Job Business/Systems Analyst at Intel Corp. Marketing Director at WealthSmart America
Industry Electrical/Electronic Manufacturing
Experience
WealthSmart America April 2013 - Present
Intel Corporation July 2009 - Present
Todd A. Watson 1960 - 2014
Intel 1996 - June 2009
Intel 1993 - 1996
Intel Corporation 1989 - 1993
Intel Corporation 1985 - 1988
Intel Corporation 1983 - 1985
Skills
Intel, MES, Troubleshooting, Software Development, Perl, SQL, SDLC, Testing, Operating Systems, Semiconductors, Project Management, SPC, Debugging, Manufacturing, Program Management, Design of Experiments, JMP, Process Improvement, Data Modeling, Electronics, Metrology, Engineering Management, Software Documentation, Cross-functional Team..., Accident Insurance, Life Insurance, Health Insurance, Process Engineering, Process Simulation, Training, Reliability
Education
University of Phoenix 2006 — 2008
Bachelors, Information Technology, Summa Cum Laude
WealthSmart America April 2013 - Present
Intel Corporation July 2009 - Present
Todd A. Watson 1960 - 2014
Intel 1996 - June 2009
Intel 1993 - 1996
Intel Corporation 1989 - 1993
Intel Corporation 1985 - 1988
Intel Corporation 1983 - 1985
Skills
Intel, MES, Troubleshooting, Software Development, Perl, SQL, SDLC, Testing, Operating Systems, Semiconductors, Project Management, SPC, Debugging, Manufacturing, Program Management, Design of Experiments, JMP, Process Improvement, Data Modeling, Electronics, Metrology, Engineering Management, Software Documentation, Cross-functional Team..., Accident Insurance, Life Insurance, Health Insurance, Process Engineering, Process Simulation, Training, Reliability
Education
University of Phoenix 2006 — 2008
Bachelors, Information Technology, Summa Cum Laude
Seth D. Sparks Seth D. Sparks's WealthSmart America Experience May 2015 - Present
Job Christian Entrepreneur & Visionary
Industry Financial Services
Experience
WealthSmart America May 2015 - Present
North American Senior Benefits March 2014 - April 2015
Limited Brands October 2011 - September 2013
Skills
Entrepreneurship, Customer Satisfaction, Team Building, Leadership, New Business Development, Nonprofits, Training, Public Speaking, Time Management, Strategic Planning, Negotiation, Coaching, Marketing, Budgets, Process Improvement, Direct Sales
Education
Cincinnati State Technical and Community College
Real Estate Development
Columbus State
Sustainable Building
WealthSmart America May 2015 - Present
North American Senior Benefits March 2014 - April 2015
Limited Brands October 2011 - September 2013
Skills
Entrepreneurship, Customer Satisfaction, Team Building, Leadership, New Business Development, Nonprofits, Training, Public Speaking, Time Management, Strategic Planning, Negotiation, Coaching, Marketing, Budgets, Process Improvement, Direct Sales
Education
Cincinnati State Technical and Community College
Real Estate Development
Columbus State
Sustainable Building
Robert Sly Robert Sly's WealthSmart America Experience October 2013 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
WealthSmart America October 2013 - Present
Lindsay Honda December 2012 - May 2014
Skills
Sales, Customer Satisfaction, Team Building, Management, Negotiation, Sales Management, Customer Service, Team Leadership, Networking, Strategic Planning, Supervisory Skills, Life Insurance, Public Speaking, Life & Health Insurance..., Wealth Management, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Indexed Annuities, Indexed Universal Life..., Marketing Strategy, Small Business, Marketing
Education
ITT Technical Institute-Tampa 1991 — 1993
AASEET, Electrical and Electronics Engineering, 4.0 G.P.A.
ITT Technical Institute-Tampa 1991 — 1993
AASEET, Electronic Engineering Technology
WealthSmart America October 2013 - Present
Lindsay Honda December 2012 - May 2014
Skills
Sales, Customer Satisfaction, Team Building, Management, Negotiation, Sales Management, Customer Service, Team Leadership, Networking, Strategic Planning, Supervisory Skills, Life Insurance, Public Speaking, Life & Health Insurance..., Wealth Management, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Indexed Annuities, Indexed Universal Life..., Marketing Strategy, Small Business, Marketing
Education
ITT Technical Institute-Tampa 1991 — 1993
AASEET, Electrical and Electronics Engineering, 4.0 G.P.A.
ITT Technical Institute-Tampa 1991 — 1993
AASEET, Electronic Engineering Technology
Emmanuel Thomas Guevara Emmanuel Thomas Guevara's WealthSmart America Experience November 2014 - Present
Job
Industry Insurance
Experience
WealthSmart America November 2014 - Present
WealthSmart America August 2014 - Present
Skills
Coaching, Sales, Life Insurance, Public Speaking, Customer Service, Leadership, Management, Leadership Development, Strategic Planning, Insurance
Education
Trinity College 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics
WealthSmart America November 2014 - Present
WealthSmart America August 2014 - Present
Skills
Coaching, Sales, Life Insurance, Public Speaking, Customer Service, Leadership, Management, Leadership Development, Strategic Planning, Insurance
Education
Trinity College 1979 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics
Dan Mangus Dan Mangus's WealthSmart America Experience October 2011 - Present
Job National Managing Director at Wealthsmart America
Industry Financial Services
Experience
Wealthsmart America October 2011 - Present
Skills
Retirement Planning, Retirement
Education
Northern State University 1978 — 1981
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wealthsmart America October 2011 - Present
Skills
Retirement Planning, Retirement
Education
Northern State University 1978 — 1981
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Alafair Carter Alafair Carter's WealthSmart America Experience May 2013 - Present
Job Founder of Family First Insurance LLC/Regional Managing Director for WealthSmart America
Industry Financial Services
Experience
Family First Insurance Solutions 2014 - Present
WealthSmart America May 2013 - Present
BB&T 2011 - 2014
Wells Fargo September 1998 - August 2011
Skills
Small Business, Investments, Business Development, Business Planning, Strategic Planning, Sales, Management, Marketing, Insurance, Healthcare, Fixed Annuities, Indemnity, Entrepreneurship, Financial Services, Finance, Banking, Credit, Business Strategy, Financial Planning, Commercial Banking, Commercial Lending
Education
High Point University 2008 — 2012
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Concord High
Bachelor of Business Administration (B.B.A.), Honors Curriculum
Family First Insurance Solutions 2014 - Present
WealthSmart America May 2013 - Present
BB&T 2011 - 2014
Wells Fargo September 1998 - August 2011
Skills
Small Business, Investments, Business Development, Business Planning, Strategic Planning, Sales, Management, Marketing, Insurance, Healthcare, Fixed Annuities, Indemnity, Entrepreneurship, Financial Services, Finance, Banking, Credit, Business Strategy, Financial Planning, Commercial Banking, Commercial Lending
Education
High Point University 2008 — 2012
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations
Concord High
Bachelor of Business Administration (B.B.A.), Honors Curriculum
Joseph Svendson's WealthSmart America Experience April 2015 - Present
Job TGC Insurance Group
Industry Insurance
Experience
WealthSmart America April 2015 - Present
Kawneer Company July 2000 - Present
epolicypro 2015 - 2015
Freedom Equity Group February 2014 - December 2014
Wal-Mart Stores April 1989 - November 1995
Carrows Restuarant's June 1983 - November 1990
Skills
Kaizen, Lean Manufacturing, Continuous Improvement, 5S, Supply Chain Management, TPM, Toyota Production System, Value Stream Mapping, Kanban, Manufacturing..., Operational Excellence, TQM, JIT, Six Sigma, Operations Management, Term Life Insurance, Insurance, Strategic Planning, Small Business, Sales, Customer Service, Leadership, Management, Team Building, Marketing, Sales Management, Investments, Retirement Planning, New Business Development, Public Speaking, Fixed Annuities, Financial Planning, Coaching, Marketing Strategy, Business Development
Education
Luzerne County Community College 2009 — 2012
General studies
LCCC 2008 — 2011
Business Managment (Not Complete), Business Management
Fenton High School 1976 — 1979
Automotive
WealthSmart America April 2015 - Present
Kawneer Company July 2000 - Present
epolicypro 2015 - 2015
Freedom Equity Group February 2014 - December 2014
Wal-Mart Stores April 1989 - November 1995
Carrows Restuarant's June 1983 - November 1990
Skills
Kaizen, Lean Manufacturing, Continuous Improvement, 5S, Supply Chain Management, TPM, Toyota Production System, Value Stream Mapping, Kanban, Manufacturing..., Operational Excellence, TQM, JIT, Six Sigma, Operations Management, Term Life Insurance, Insurance, Strategic Planning, Small Business, Sales, Customer Service, Leadership, Management, Team Building, Marketing, Sales Management, Investments, Retirement Planning, New Business Development, Public Speaking, Fixed Annuities, Financial Planning, Coaching, Marketing Strategy, Business Development
Education
Luzerne County Community College 2009 — 2012
General studies
LCCC 2008 — 2011
Business Managment (Not Complete), Business Management
Fenton High School 1976 — 1979
Automotive
James (Jay) Beattey's WealthSmart America Experience April 2015 - Present
Job President, Chief Executive Officer at WealthSmart America
Industry Financial Services
Experience
WealthSmart America April 2015 - Present
Fortune Financial Group, LLC February 2004 - Present
Leadstra, LLC 2011 - 2014
American Capital Resources 2009 - 2013
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, IRAs, Life Insurance, Long-term Care, Small Business, Wealth Management, Strategic Financial..., Financial Advisory, Mutual Funds, Long Term Care Insurance, Universal Life, Investment Advisory, Strategy, Finance, Financial Planners, 401k, Wealth, Personal Finance, Whole Life, Financial Planning, Business Coaching, Sales, Strategic Planning, Leadership
Education
Indiana University Bloomington 1977 — 1981
B.S., Marketing
Henley Management College
Executive MBA, Management and Finance
Sigma Chi
WealthSmart America April 2015 - Present
Fortune Financial Group, LLC February 2004 - Present
Leadstra, LLC 2011 - 2014
American Capital Resources 2009 - 2013
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, IRAs, Life Insurance, Long-term Care, Small Business, Wealth Management, Strategic Financial..., Financial Advisory, Mutual Funds, Long Term Care Insurance, Universal Life, Investment Advisory, Strategy, Finance, Financial Planners, 401k, Wealth, Personal Finance, Whole Life, Financial Planning, Business Coaching, Sales, Strategic Planning, Leadership
Education
Indiana University Bloomington 1977 — 1981
B.S., Marketing
Henley Management College
Executive MBA, Management and Finance
Sigma Chi
Scott Inman's WealthSmart America Experience July 2015 - Present
Job Education Specialist at WealthSmart America
Industry Education Management
Experience
WealthSmart America July 2015 - Present
Inman Consulting November 2001 - Present
Bankers Life August 2014 - October 2014
Sprint September 2000 - October 2001
Steelcase April 1994 - May 2000
Skills
Coaching, Strategic Planning, Team Building, Marketing Strategy, New Business Development, Management, Social Media, Marketing, Microsoft Office, Training, Leadership, Public Speaking, Customer Service, Sales, Event Planning, Account Management
Education
Central Michigan University 1985 — 1990
Bachelor of Arts (B.A.), English and Sports Studies
Northview High School 1978 — 1982
WealthSmart America July 2015 - Present
Inman Consulting November 2001 - Present
Bankers Life August 2014 - October 2014
Sprint September 2000 - October 2001
Steelcase April 1994 - May 2000
Skills
Coaching, Strategic Planning, Team Building, Marketing Strategy, New Business Development, Management, Social Media, Marketing, Microsoft Office, Training, Leadership, Public Speaking, Customer Service, Sales, Event Planning, Account Management
Education
Central Michigan University 1985 — 1990
Bachelor of Arts (B.A.), English and Sports Studies
Northview High School 1978 — 1982
Sharita Freeman Sharita Freeman's WealthSmart America Experience February 2015 - Present
Job Field Agent at WealthSmart America
Industry Accounting
Experience
WealthSmart America February 2015 - Present
Williams, Adley & Company-DC, LLP June 2013 - February 2015
U.S. Department of Labor June 2009 - August 2012
Morgan State University Foundation Office October 2011 - July 2012
Education
Morgan State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
WealthSmart America February 2015 - Present
Williams, Adley & Company-DC, LLP June 2013 - February 2015
U.S. Department of Labor June 2009 - August 2012
Morgan State University Foundation Office October 2011 - July 2012
Education
Morgan State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Chad Wickline Chad Wickline's WealthSmart America Experience August 2013 - Present
Job Founding Partner at WealthSmart America
Industry Marketing and Advertising
Experience
WealthSmart America August 2013 - Present
Skills
Social Media Marketing, Online Advertising, Marketing Strategy, Social Media, Marketing, Social Networking, Public Speaking, Direct Marketing, Team Building, Business Development, Coaching, Start-ups, Training, Entrepreneurship, Recruiting, Business Strategy, Mobile Marketing, MySQL, Online Marketing, Small Business, Sales, Email Marketing, Marketing Communications, Advertising, Business Planning, Lead Generation, Digital Marketing, New Business Development, Microsoft Office, SEO, Leadership, B2B, Sales Management, Competitive Analysis, Photoshop, Web Marketing, Strategic Partnerships, E-commerce, SEM, Public Relations, Direct Sales, Strategy
Education
Otterbein University 1995 — 1996
Business Administration and Management, General
WealthSmart America August 2013 - Present
Skills
Social Media Marketing, Online Advertising, Marketing Strategy, Social Media, Marketing, Social Networking, Public Speaking, Direct Marketing, Team Building, Business Development, Coaching, Start-ups, Training, Entrepreneurship, Recruiting, Business Strategy, Mobile Marketing, MySQL, Online Marketing, Small Business, Sales, Email Marketing, Marketing Communications, Advertising, Business Planning, Lead Generation, Digital Marketing, New Business Development, Microsoft Office, SEO, Leadership, B2B, Sales Management, Competitive Analysis, Photoshop, Web Marketing, Strategic Partnerships, E-commerce, SEM, Public Relations, Direct Sales, Strategy
Education
Otterbein University 1995 — 1996
Business Administration and Management, General
Tim Lambros Tim Lambros's WealthSmart America Experience July 2014 - Present
Job Expert Financial Oncologist | Skillfully Pastor middle class families to disinherit the IRS at retirement
Industry Financial Services
Experience
WealthSmart America July 2014 - Present
State Farm January 2013 - June 2014
Sovereign Grace Church January 2000 - December 2012
Allstate March 1983 - December 1999
Skills
Building Relationships, Property & Casualty..., Sales Management, Commercial Insurance, Renters, Sales, New Business Development, Team Building, Strategic Planning, Homeowners, Universal Life, Life Insurance, Contract Negotiation, Personal Lines Auto, Customer Service, Team Leadership, Preaching, Pastoral Counseling, Biblical Studies, Management, Insurance, Marketing, Leadership, Retirement, Small Business, Long-term Care
Education
University of Phoenix 1984 — 1985
University of Arizona 1980 — 1981
Biology, Pharmaceutics and Drug Usage
WealthSmart America July 2014 - Present
State Farm January 2013 - June 2014
Sovereign Grace Church January 2000 - December 2012
Allstate March 1983 - December 1999
Skills
Building Relationships, Property & Casualty..., Sales Management, Commercial Insurance, Renters, Sales, New Business Development, Team Building, Strategic Planning, Homeowners, Universal Life, Life Insurance, Contract Negotiation, Personal Lines Auto, Customer Service, Team Leadership, Preaching, Pastoral Counseling, Biblical Studies, Management, Insurance, Marketing, Leadership, Retirement, Small Business, Long-term Care
Education
University of Phoenix 1984 — 1985
University of Arizona 1980 — 1981
Biology, Pharmaceutics and Drug Usage
Shannon Thurmond Shannon Thurmond's WealthSmart America Experience April 2015 - Present
Job Financial Advisor at WealthSmart America
Industry Financial Services
Experience
WealthSmart America April 2015 - Present
Charter College 2010 - March 2015
Homecomings Financial September 2001 - September 2008
Aames Home Loan 1994 - 2001
Wellington Funding, Inc. 1987 - 1994
Skills
Leadership, Team Building, Business Development, Marketing, Sales Management, Customer Service, Analysis, Sales, Income Statement, Strategic Planning, Process Improvement, Executive Management, Training, Budgets, Operations Management, Microsoft Excel, Microsoft Office, Account Management, PowerPoint, Coaching, Finance, Sales Operations, Management, Recruiting, Marketing Strategy, Leadership Development, Time Management, Interviews, Employee Engagement, Public Speaking, Career Counseling, Organizational..., Team Leadership, Career Development, Admissions, Employee Training, Staff Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business Strategy
University of Southern California 1977 — 1984
BS, Business Admin-Marketing
WealthSmart America April 2015 - Present
Charter College 2010 - March 2015
Homecomings Financial September 2001 - September 2008
Aames Home Loan 1994 - 2001
Wellington Funding, Inc. 1987 - 1994
Skills
Leadership, Team Building, Business Development, Marketing, Sales Management, Customer Service, Analysis, Sales, Income Statement, Strategic Planning, Process Improvement, Executive Management, Training, Budgets, Operations Management, Microsoft Excel, Microsoft Office, Account Management, PowerPoint, Coaching, Finance, Sales Operations, Management, Recruiting, Marketing Strategy, Leadership Development, Time Management, Interviews, Employee Engagement, Public Speaking, Career Counseling, Organizational..., Team Leadership, Career Development, Admissions, Employee Training, Staff Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business Strategy
University of Southern California 1977 — 1984
BS, Business Admin-Marketing
Rhondolyn McCloney's WealthSmart America Experience July 2012 - Present
Job WealthSmart America
Industry Financial Services
Experience
WealthSmart America July 2012 - Present
Skills
Financial Analysis, Leadership, Insurance, Portfolio Management, Team Building, Management, Business Analysis, Financial Modeling, Process Improvement, Investments, College Education...
Education
California State University-Long Beach
WealthSmart America July 2012 - Present
Skills
Financial Analysis, Leadership, Insurance, Portfolio Management, Team Building, Management, Business Analysis, Financial Modeling, Process Improvement, Investments, College Education...
Education
California State University-Long Beach
Richard Go Richard Go's WealthSmart America Experience April 2015 - Present
Job Representative at National Life Group
Industry Financial Services
Experience
National Life Group June 2015 - Present
WealthSmart America April 2015 - Present
AGLA is now part of the AIG Family! July 2014 - Present
Financial Education Services (FES) August 2013 - Present
United States Marine Corps June 2013 - Present
GoWebDesign.us July 2012 - Present
Go Financial San Diego July 2011 - Present
Transamerica Premiere July 2011 - Present
World Financial Group (WFG) June 2011 - Present
United States Marine Corps August 2000 - June 2013
Skills
Sales, credit restoration, Financial Planning, credit repair, Leadership, Retirement Planning, Team Building, Small Business, Social Networking, Website Development, Training, Retirement, Entrepreneurship, Life Insurance, Finance, Coaching, Online Marketing, Marketing, Process Improvement, Advertising, Budgets, Real Estate, Social Media Marketing, Marketing Strategy, Online Advertising, Start-ups, Social Media, Web Design, SEO, Facebook, Blogging, PPC, Sales Presentations, CMS, HTML, CSS, Email Marketing, E-commerce, Web Analytics, Affiliate Marketing, Analytics, Digital Marketing, Lead Generation, Health Insurance, Long Term Care Insurance, maximum funded IUL, joomla, Credit
Education
The American College
FSCP, Financial Planning and Services
Barstow Community College
Gen Ed
National Life Group June 2015 - Present
WealthSmart America April 2015 - Present
AGLA is now part of the AIG Family! July 2014 - Present
Financial Education Services (FES) August 2013 - Present
United States Marine Corps June 2013 - Present
GoWebDesign.us July 2012 - Present
Go Financial San Diego July 2011 - Present
Transamerica Premiere July 2011 - Present
World Financial Group (WFG) June 2011 - Present
United States Marine Corps August 2000 - June 2013
Skills
Sales, credit restoration, Financial Planning, credit repair, Leadership, Retirement Planning, Team Building, Small Business, Social Networking, Website Development, Training, Retirement, Entrepreneurship, Life Insurance, Finance, Coaching, Online Marketing, Marketing, Process Improvement, Advertising, Budgets, Real Estate, Social Media Marketing, Marketing Strategy, Online Advertising, Start-ups, Social Media, Web Design, SEO, Facebook, Blogging, PPC, Sales Presentations, CMS, HTML, CSS, Email Marketing, E-commerce, Web Analytics, Affiliate Marketing, Analytics, Digital Marketing, Lead Generation, Health Insurance, Long Term Care Insurance, maximum funded IUL, joomla, Credit
Education
The American College
FSCP, Financial Planning and Services
Barstow Community College
Gen Ed
Laurett Ellsworth Arenz's WealthSmart America Experience 2015 - 2015
Job Founder, Radio Talk Show Host: Freedom Financial Radio Network, Author of The RAFT Strategy: How to Build Your Tax Free
Industry Financial Services
Experience
Freedom Financial Radio Network August 2008 - Present
Mrs. Maryland America April 2003 - Present
HERO'S Strategies, Inc January 2003 - Present
WealthSmart America 2015 - 2015
WealthSmart America 2015 - 2015
Mrs. America Pageant Organization December 2001 - December 2002
Business Now January 1998 - December 2001
Mrs. United States Pageant Organization August 1997 - August 1998
Skills
Lifestyle Coaching, Executive Coaching, Wellness Coaching, Business Development, Life Coaching, Strategic Financial..., Retirement Planning, Retirement Plan..., Pageants, Love to Learn, Writing, Travel Planning, Motivational Speaking, Public Speaking, Radio Broadcasting, Radio Producing, Business Strategy
Education
Brigham Young University 1979 — 1983
Psychology
Skyline High School, Salt Lake City, UT
Freedom Financial Radio Network August 2008 - Present
Mrs. Maryland America April 2003 - Present
HERO'S Strategies, Inc January 2003 - Present
WealthSmart America 2015 - 2015
WealthSmart America 2015 - 2015
Mrs. America Pageant Organization December 2001 - December 2002
Business Now January 1998 - December 2001
Mrs. United States Pageant Organization August 1997 - August 1998
Skills
Lifestyle Coaching, Executive Coaching, Wellness Coaching, Business Development, Life Coaching, Strategic Financial..., Retirement Planning, Retirement Plan..., Pageants, Love to Learn, Writing, Travel Planning, Motivational Speaking, Public Speaking, Radio Broadcasting, Radio Producing, Business Strategy
Education
Brigham Young University 1979 — 1983
Psychology
Skyline High School, Salt Lake City, UT
Crystal Garig's WealthSmart America Experience April 2015 - Present
Job Giving your family a better way of living through the best retirement, college planning, or just overall stability!
Industry Financial Services
Experience
WealthSmart America April 2015 - Present
Boulevard Pet Hospital April 2007 - Present
Skills
Animal Welfare, Veterinary Medicine, Life Insurance, Marketing Strategy, Animal Work, Veterinary, Animal Behavior, Microsoft Word, Animal Nutrition, Customer Service, PowerPoint, Retirement Planning, Animal Husbandry, Microsoft Office, Dogs, Client Education, Pets, Surgery, Receptionist Duties, Filing
Education
Ohlone College 2011 — 2015
Biological and Natural Science
Castro Valley High School 2007 — 2011
High School Education
WealthSmart America April 2015 - Present
Boulevard Pet Hospital April 2007 - Present
Skills
Animal Welfare, Veterinary Medicine, Life Insurance, Marketing Strategy, Animal Work, Veterinary, Animal Behavior, Microsoft Word, Animal Nutrition, Customer Service, PowerPoint, Retirement Planning, Animal Husbandry, Microsoft Office, Dogs, Client Education, Pets, Surgery, Receptionist Duties, Filing
Education
Ohlone College 2011 — 2015
Biological and Natural Science
Castro Valley High School 2007 — 2011
High School Education
Nancy Versoza Nancy Versoza's WealthSmart America Experience August 2014 - Present
Job National Managing Director, Founding Partner, President's Advisory Council at WEALTHSMART AMERICA
Industry Financial Services
Experience
WealthSmart America August 2014 - Present
QS2 - QUANTUM SUCCESS STRATEGIES November 2012 - August 2014
NBC FINANCIAL GROUP January 2011 - December 2011
BEST RATE MORTGAGE/PRIME TIME REALTY 1988 - July 2007
ERA Prime Time Realty 2000 - 2004
Skills
Real Estate, Residential Homes, Investment Properties, FHA, First Time Home Buyers, Real Estate Development, Commercial Real Estate, REO, Investments, Foreclosures, Mortgage Lending, Real Estate Transactions, Sellers, Customer Service, Negotiation, Property Management, Investors, Short Sales, Condos, Recruiter, Management, Strategic Planning, New Business Development, Buyer Representation, Luxury, Leadership, Insurance, Finance, Marketing, Small Business, Property, Refinance, Loans, Selling, Entrepreneurship, Mortgage Banking, Brokerage, Recruiting, Residential Mortgages, Network Marketing..., Financial Services, Underwriting, Asset Management, Life Insurance, Retirement Planning, Indexed Annuities, Wealth Management..., Sales
Education
Far Eastern University 1975 — 1979
Bachelor’s Degree, Industrial and Organizational Psychology
GOLDEN GATE UNIVERSITY
Business, Management
General de Jesus College, San Isidro, Nueva Ecija
WealthSmart America August 2014 - Present
QS2 - QUANTUM SUCCESS STRATEGIES November 2012 - August 2014
NBC FINANCIAL GROUP January 2011 - December 2011
BEST RATE MORTGAGE/PRIME TIME REALTY 1988 - July 2007
ERA Prime Time Realty 2000 - 2004
Skills
Real Estate, Residential Homes, Investment Properties, FHA, First Time Home Buyers, Real Estate Development, Commercial Real Estate, REO, Investments, Foreclosures, Mortgage Lending, Real Estate Transactions, Sellers, Customer Service, Negotiation, Property Management, Investors, Short Sales, Condos, Recruiter, Management, Strategic Planning, New Business Development, Buyer Representation, Luxury, Leadership, Insurance, Finance, Marketing, Small Business, Property, Refinance, Loans, Selling, Entrepreneurship, Mortgage Banking, Brokerage, Recruiting, Residential Mortgages, Network Marketing..., Financial Services, Underwriting, Asset Management, Life Insurance, Retirement Planning, Indexed Annuities, Wealth Management..., Sales
Education
Far Eastern University 1975 — 1979
Bachelor’s Degree, Industrial and Organizational Psychology
GOLDEN GATE UNIVERSITY
Business, Management
General de Jesus College, San Isidro, Nueva Ecija
Bradley Ellis Bradley Ellis's WealthSmart America Experience April 2015 - Present
Job Managing Director and Retirement Strategist at WealthSmart America
Industry Insurance
Experience
WealthSmart America April 2015 - Present
Aflac January 2013 - Present
Aflac January 2012 - January 2013
Anthem October 2011 - April 2012
WellPoint March 2009 - December 2010
Allstate Workplace Division November 2004 - August 2007
Aflac November 1994 - November 2004
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Sales, New Business Development, Disability Insurance, Term Life Insurance, Life Insurance, Health Savings Accounts, Medicare, Underwriting, Long-term Care, Property & Casualty..., Commercial Insurance, Managed Care, Marketing, Fixed Annuities, Leadership, Medicare Part D, Claim, Accident, Risk Management, Workers Compensation, Whole Life, Universal Life, Critical Illness, Dentistry, Voluntary Employee..., Group Insurance, Small Business, Cafeteria Plans, Health Care Reform, HMO, Flexible Spending..., Group Medical, General Insurance
Education
Illinois Central College
Architecture
WealthSmart America April 2015 - Present
Aflac January 2013 - Present
Aflac January 2012 - January 2013
Anthem October 2011 - April 2012
WellPoint March 2009 - December 2010
Allstate Workplace Division November 2004 - August 2007
Aflac November 1994 - November 2004
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Sales, New Business Development, Disability Insurance, Term Life Insurance, Life Insurance, Health Savings Accounts, Medicare, Underwriting, Long-term Care, Property & Casualty..., Commercial Insurance, Managed Care, Marketing, Fixed Annuities, Leadership, Medicare Part D, Claim, Accident, Risk Management, Workers Compensation, Whole Life, Universal Life, Critical Illness, Dentistry, Voluntary Employee..., Group Insurance, Small Business, Cafeteria Plans, Health Care Reform, HMO, Flexible Spending..., Group Medical, General Insurance
Education
Illinois Central College
Architecture
Dale A. Dicks's WealthSmart America Experience August 2014 - Present
Job National Managing Director at WealthSmart America
Industry Financial Services
Experience
WealthSmart America August 2014 - Present
SageOne LIteracy and Empowerment Foundation August 2012 - Present
Sage One Solutions, Unl December 2007 - Present
Quantum Success Strategies (QS2) July 2013 - July 2014
The Ravens Group, Inc. November 2009 - March 2011
Fannie Mae 1999 - 2007
United States Marine Corps June 1996 - June 1999
U.S. Marine Corps 1996 - 1998
United States Marine Corps June 1994 - June 1996
United States Marine Corps August 1991 - May 1994
Skills
Personal Development..., Coaching, Workshop Facilitation, Training, Project Management, Change Management, Program Management, Organizational..., Process Improvement, Team Building, Leadership, Strategic Planning, Finance, Team Leadership, Business Development, Management, Nonprofits, Business Planning, Strategy, Leadership Development, Management Consulting, Public Speaking, Policy, Employee Training, Executive Management, Business Process..., Budgets, Analysis, Interviews, Risk Management, Employee Benefits, Time Management, Performance Management, Vendor Management, Recruiting, Banking, Business Analysis, Executive Coaching, Mortgage Lending, Financial Services, Insurance, Investments, Cross-functional Team..., Portfolio Management, Governance, Business Strategy, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Loans
Education
Naval Postgraduate School 1986 — 1988
M.S., Financial Management
The Citadel 1974 — 1978
B.S., Business Administration
Lake City High School 1971 — 1974
High School Diploma
WealthSmart America August 2014 - Present
SageOne LIteracy and Empowerment Foundation August 2012 - Present
Sage One Solutions, Unl December 2007 - Present
Quantum Success Strategies (QS2) July 2013 - July 2014
The Ravens Group, Inc. November 2009 - March 2011
Fannie Mae 1999 - 2007
United States Marine Corps June 1996 - June 1999
U.S. Marine Corps 1996 - 1998
United States Marine Corps June 1994 - June 1996
United States Marine Corps August 1991 - May 1994
Skills
Personal Development..., Coaching, Workshop Facilitation, Training, Project Management, Change Management, Program Management, Organizational..., Process Improvement, Team Building, Leadership, Strategic Planning, Finance, Team Leadership, Business Development, Management, Nonprofits, Business Planning, Strategy, Leadership Development, Management Consulting, Public Speaking, Policy, Employee Training, Executive Management, Business Process..., Budgets, Analysis, Interviews, Risk Management, Employee Benefits, Time Management, Performance Management, Vendor Management, Recruiting, Banking, Business Analysis, Executive Coaching, Mortgage Lending, Financial Services, Insurance, Investments, Cross-functional Team..., Portfolio Management, Governance, Business Strategy, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Loans
Education
Naval Postgraduate School 1986 — 1988
M.S., Financial Management
The Citadel 1974 — 1978
B.S., Business Administration
Lake City High School 1971 — 1974
High School Diploma
Scott Dang's WealthSmart America Experience November 2014 - Present
Job Financial Strategist
Industry Financial Services
Experience
WealthSmart America November 2014 - Present
Itech It Solutions February 2014 - Present
EDT Electronic Devices February 2002 - January 2014
United Datatech June 1996 - February 2002
Telecomputer Inc. April 1994 - June 1996
Skills
Customer Service, Sales Management, Sales, New Business Development, Account Management, Strategic Planning, Team Building, Inventory Management, Negotiation, Microsoft Office, Management, Business Strategy, Project Management, Microsoft Excel, Operations Management, Marketing Strategy, Team Leadership, Social Networking, Social Media Marketing, Direct Sales, Business Development
Education
University of California, Irvine 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Golden West College 1979 — 1981
Associate of Science (A.S.), Computer Programming
WealthSmart America November 2014 - Present
Itech It Solutions February 2014 - Present
EDT Electronic Devices February 2002 - January 2014
United Datatech June 1996 - February 2002
Telecomputer Inc. April 1994 - June 1996
Skills
Customer Service, Sales Management, Sales, New Business Development, Account Management, Strategic Planning, Team Building, Inventory Management, Negotiation, Microsoft Office, Management, Business Strategy, Project Management, Microsoft Excel, Operations Management, Marketing Strategy, Team Leadership, Social Networking, Social Media Marketing, Direct Sales, Business Development
Education
University of California, Irvine 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Golden West College 1979 — 1981
Associate of Science (A.S.), Computer Programming
Charles Ferrer's WealthSmart America Experience January 2015 - Present
Job Licensed Representative at WealthSmart America
Industry Financial Services
Experience
WealthSmart America January 2015 - Present
Education
University of Phoenix 2000 — 2003
Bachelor's Degree
University of California, San Diego 1998 — 1999
WealthSmart America January 2015 - Present
Education
University of Phoenix 2000 — 2003
Bachelor's Degree
University of California, San Diego 1998 — 1999