WealthVest Marketing
WealthVest Marketing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WealthVest Marketing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WealthVest Marketing Employees
Employee
Years
Job
Industry
Cori Preftakes Cori Preftakes's WealthVest Marketing Experience June 2012 - August 2012
Job Methods Analyst at Boeing Commercial Airplanes
Industry Financial Services
Experience
Boeing Commercial Airplanes May 2013 - Present
WealthVest Marketing June 2012 - August 2012
Jewell Instrument 2006 - 2007
Skills
Finance, Mathematics, Engineering, Statistics, Microsoft Excel, Data Analysis, Statistical Modeling, Research, Microsoft Office, AutoCAD, Inventor, iPipeline, GoldMine, Matlab, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Process Improvement, Risk Management
Education
Montana State University-Bozeman 2009 — 2013
Bachelor of Science (BS), Finance, Mathematics
Boeing Commercial Airplanes May 2013 - Present
WealthVest Marketing June 2012 - August 2012
Jewell Instrument 2006 - 2007
Skills
Finance, Mathematics, Engineering, Statistics, Microsoft Excel, Data Analysis, Statistical Modeling, Research, Microsoft Office, AutoCAD, Inventor, iPipeline, GoldMine, Matlab, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Process Improvement, Risk Management
Education
Montana State University-Bozeman 2009 — 2013
Bachelor of Science (BS), Finance, Mathematics
Alicia Parker Alicia Parker's WealthVest Marketing Experience April 2011 - November 2012
Job Relief Staff at REACH, Inc.
Industry Law Practice
Experience
REACH, Inc. June 2014 - Present
Bryan Law Firm, P.C. January 2013 - January 2014
Northwestern Mutual November 2012 - February 2013
WealthVest Marketing April 2011 - November 2012
Bozeman Deaconess Hospital June 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Insurance, Budgets, Microsoft Office, Interpersonal &..., Fixed Annuities, Business Development, New Business Development, Notary Public for the..., Microsoft Word, Aptitude in Social..., Capable of endorsing..., Problem Solving, Works Well Autonomously..., Cpr Certified, First Aid, MANDT, Home Care, Appointment Scheduling, Bookkeeping, Document Drafting, Legal Assistance, Legal Writing, Purchasing, Annual Reports, Client Billing, Medication...
Education
Montana State University-Bozeman 2014 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 4.0
Duke University 2012 — 2013
Paralegal Studies, Focus: Contract, Torte, and Business Organizations & Corporate Law
California State University-Long Beach 2005 — 2010
Bachelor of Arts (BA), Communication, General, 3.6
REACH, Inc. June 2014 - Present
Bryan Law Firm, P.C. January 2013 - January 2014
Northwestern Mutual November 2012 - February 2013
WealthVest Marketing April 2011 - November 2012
Bozeman Deaconess Hospital June 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Insurance, Budgets, Microsoft Office, Interpersonal &..., Fixed Annuities, Business Development, New Business Development, Notary Public for the..., Microsoft Word, Aptitude in Social..., Capable of endorsing..., Problem Solving, Works Well Autonomously..., Cpr Certified, First Aid, MANDT, Home Care, Appointment Scheduling, Bookkeeping, Document Drafting, Legal Assistance, Legal Writing, Purchasing, Annual Reports, Client Billing, Medication...
Education
Montana State University-Bozeman 2014 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 4.0
Duke University 2012 — 2013
Paralegal Studies, Focus: Contract, Torte, and Business Organizations & Corporate Law
California State University-Long Beach 2005 — 2010
Bachelor of Arts (BA), Communication, General, 3.6
Ezra Hartsfield's WealthVest Marketing Experience 2010 - 2011
Job Founder and CEO at RetireWell Asset Management, Inc
Industry Financial Services
Experience
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
Linnae Taylor's WealthVest Marketing Experience January 2010 - May 2013
Job Assistant General Manager at Residence Inn by Marriott
Industry Hospitality
Experience
Residence Inn by Marriott September 2014 - Present
High Country Line Construction, Inc July 2013 - September 2014
WealthVest Marketing January 2010 - May 2013
Wells Fargo Bank May 2005 - January 2010
Skills
Insurance, Training, Fixed Annuities, New Business Development, Financial Services, Customer Service, Goldmine, Operations Management, Long-term Care, Microsoft Excel, Relationship Management, Management, Customer Relations, Banking, Finance, Team Building, Public Speaking, Microsoft Office, Business Development, Excel, Word, Annuities, PowerPoint, Problem Solving, Annuity, Facebook, Compliance, Staff Management, Risk Management, Accounting, Accounts Payable, Sage Timberline Office, Accounts Receivable, Payroll, Payroll Taxes, Office Management, Account Management, Project Bidding, Bidding Process, Cash Management, General Ledger, Union Relations, Sales Management, 401k, Marketing, Wealth, Microsoft Word
Education
Liberty University 2012 — 2015
Kirkwood Community College 2003 — 2005
Associate, Equestrian Science
Residence Inn by Marriott September 2014 - Present
High Country Line Construction, Inc July 2013 - September 2014
WealthVest Marketing January 2010 - May 2013
Wells Fargo Bank May 2005 - January 2010
Skills
Insurance, Training, Fixed Annuities, New Business Development, Financial Services, Customer Service, Goldmine, Operations Management, Long-term Care, Microsoft Excel, Relationship Management, Management, Customer Relations, Banking, Finance, Team Building, Public Speaking, Microsoft Office, Business Development, Excel, Word, Annuities, PowerPoint, Problem Solving, Annuity, Facebook, Compliance, Staff Management, Risk Management, Accounting, Accounts Payable, Sage Timberline Office, Accounts Receivable, Payroll, Payroll Taxes, Office Management, Account Management, Project Bidding, Bidding Process, Cash Management, General Ledger, Union Relations, Sales Management, 401k, Marketing, Wealth, Microsoft Word
Education
Liberty University 2012 — 2015
Kirkwood Community College 2003 — 2005
Associate, Equestrian Science
Rob Fust Rob Fust's WealthVest Marketing Experience December 2014 - August 2015
Job Looking for a Career
Industry Investment Management
Experience
WealthVest Marketing December 2014 - August 2015
Blue Marble Consulting May 2014 - December 2014
Bozeman Magazine 2014 - 2014
Fire Suppression Systems May 2013 - December 2013
Skills
Microsoft Excel, Social Media, Sales, Social Media Marketing, Marketing, Public Speaking, PowerPoint, Marketing Strategy, Microsoft Word, Leadership, Social Networking
Education
Montana State University-Bozeman 2007 — 2014
Bachelor of Science (B.S.), Marketing
Palomar College 2006 — 2007
Golf
WealthVest Marketing December 2014 - August 2015
Blue Marble Consulting May 2014 - December 2014
Bozeman Magazine 2014 - 2014
Fire Suppression Systems May 2013 - December 2013
Skills
Microsoft Excel, Social Media, Sales, Social Media Marketing, Marketing, Public Speaking, PowerPoint, Marketing Strategy, Microsoft Word, Leadership, Social Networking
Education
Montana State University-Bozeman 2007 — 2014
Bachelor of Science (B.S.), Marketing
Palomar College 2006 — 2007
Golf
Jennifer Monahan's WealthVest Marketing Experience July 2009 - February 2011
Job Senior Manager Accenture Strategy, Business & Customer Strategy
Industry Management Consulting
Experience
Accenture August 2011 - Present
Jennifer Monahan Consulting February 2011 - August 2011
WealthVest Marketing July 2009 - February 2011
Quaero, a CSG Solutions Company December 2005 - July 2009
Peppers and Rogers Group June 2000 - November 2005
J.D. Edwards May 1999 - May 2000
The Conference Board September 1995 - May 1999
Elliptipar Inc. June 1990 - September 1995
Easter Seals May 1989 - May 1990
Skills
Strategy, Strategic Planning, Marketing Strategy, Customer Experience, Customer Retention, International Marketing, Customer Journey Mapping, Segmentation, Customer Requirements, Marketing, Competitive Analysis, Management Consulting, CRM, Analytics, Program Management, Change Management, New Business Development, Sales, Financial Services, Marketing Management, Email Marketing, Management, Cross-functional Team..., Leadership, Consulting, Social Media Marketing, Project Management, Training, Business Process, Market Research, Executive Management, Product Launch, Lead Generation, Strategic Partnerships, Product Management, Multi-channel Marketing, Market Planning, Salesforce.com, E-commerce, Digital Marketing
Education
University of Connecticut 1993 — 1995
MBA
University of Bridgeport 1985 — 1989
BA
Goffstown High School
Accenture August 2011 - Present
Jennifer Monahan Consulting February 2011 - August 2011
WealthVest Marketing July 2009 - February 2011
Quaero, a CSG Solutions Company December 2005 - July 2009
Peppers and Rogers Group June 2000 - November 2005
J.D. Edwards May 1999 - May 2000
The Conference Board September 1995 - May 1999
Elliptipar Inc. June 1990 - September 1995
Easter Seals May 1989 - May 1990
Skills
Strategy, Strategic Planning, Marketing Strategy, Customer Experience, Customer Retention, International Marketing, Customer Journey Mapping, Segmentation, Customer Requirements, Marketing, Competitive Analysis, Management Consulting, CRM, Analytics, Program Management, Change Management, New Business Development, Sales, Financial Services, Marketing Management, Email Marketing, Management, Cross-functional Team..., Leadership, Consulting, Social Media Marketing, Project Management, Training, Business Process, Market Research, Executive Management, Product Launch, Lead Generation, Strategic Partnerships, Product Management, Multi-channel Marketing, Market Planning, Salesforce.com, E-commerce, Digital Marketing
Education
University of Connecticut 1993 — 1995
MBA
University of Bridgeport 1985 — 1989
BA
Goffstown High School
David Mehari David Mehari's WealthVest Marketing Experience
Job Marketing Analyst
Industry Financial Services
Experience
WealthVest Marketing
Skills
Financial Advisory, Fixed Annuities, Coaching, Finance, Retirement, Retirement Planning, Wealth, Wealth Management, Mutual Funds, Marketing, Life Insurance, PowerPoint, Access, Microsoft Excel, Strategy, Financial Planning, Sales, Financial Services, Leadership, Time Management, Marketing Strategy, Management, Business Development, Customer Service, Strategic Planning, Relationship Management, Social Media
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Business Administration (MBA), Marketing
California State University-East Bay 2009 — 2011
Bachelor of Business Administration (BBA), Marketing and Corprorate Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2008
International Business
WealthVest Marketing
Skills
Financial Advisory, Fixed Annuities, Coaching, Finance, Retirement, Retirement Planning, Wealth, Wealth Management, Mutual Funds, Marketing, Life Insurance, PowerPoint, Access, Microsoft Excel, Strategy, Financial Planning, Sales, Financial Services, Leadership, Time Management, Marketing Strategy, Management, Business Development, Customer Service, Strategic Planning, Relationship Management, Social Media
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Business Administration (MBA), Marketing
California State University-East Bay 2009 — 2011
Bachelor of Business Administration (BBA), Marketing and Corprorate Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2008
International Business
Grant Collins's WealthVest Marketing Experience June 2010 - August 2015
Job Student at Trinity College
Industry Medical Practice
Experience
WealthVest Marketing June 2010 - August 2015
Medical Practice of Sexton, Joffe, Urbach, Inc. (Pediatrics Firm) June 2014 - August 2014
Saint Mary's College of California February 2014 - May 2014
Saint Mary's College of California September 2013 - May 2014
Chiro-Medical Group June 2013 - August 2013
Skills
Organic Chemistry, Research, Biochemistry, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Biology, Social Media, Data Analysis, Statistics, Science, Leadership
Education
Trinity College-Hartford 2014 — 2016
Biochemistry, 3.5
Saint Mary's College of California 2012 — 2014
Biology, General, 3.81
WealthVest Marketing June 2010 - August 2015
Medical Practice of Sexton, Joffe, Urbach, Inc. (Pediatrics Firm) June 2014 - August 2014
Saint Mary's College of California February 2014 - May 2014
Saint Mary's College of California September 2013 - May 2014
Chiro-Medical Group June 2013 - August 2013
Skills
Organic Chemistry, Research, Biochemistry, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Biology, Social Media, Data Analysis, Statistics, Science, Leadership
Education
Trinity College-Hartford 2014 — 2016
Biochemistry, 3.5
Saint Mary's College of California 2012 — 2014
Biology, General, 3.81
Ryan Bovy's WealthVest Marketing Experience February 2012 - November 2013
Job Marketing Consultant at Elixiter
Industry Marketing and Advertising
Experience
Elixiter November 2013 - Present
Tanya's Dance Company September 2013 - Present
WealthVest Marketing February 2012 - November 2013
ASMSU Exponent May 2010 - May 2013
DCS Photography November 2010 - December 2011
Skills
Photography, Lead Generation, Digital Marketing, Adobe Creative Suite, Email Marketing, Marketo, Marketing Automation, Marketing Strategy, HTML, CSS, Social Media Marketing, Sales, Copywriting, Social Media, Photoshop, Microsoft Office, Entrepreneurship, InDesign, Management, Digital Photography, Microsoft Excel, PowerPoint, Customer Service, Facebook, Selling, Microsoft Word, Logo Design, Excel, Creative Direction, Financial Reporting, Word, Social Networking, Managing Project Budgets, Problem Solving, WordPress, Photo Editing, Direct Sales, Portraits, Portrait Photography, Writing, Mac, Lightroom, Retouching, Commercial Photography, Blogging, Fine Art Photography, Hootsuite
Education
Montana State University-Bozeman 2009 — 2013
B.S. in Business, Marketing and Photography, 3.91 GPA
North Hennepin Community College 2007 — 2009
General Studies, 4.0 GPA
Maple Grove Sr High 2006 — 2009
High School Diploma, 4.2 Weighted GPA, 4.0 Un-Weighted GPA
Elixiter November 2013 - Present
Tanya's Dance Company September 2013 - Present
WealthVest Marketing February 2012 - November 2013
ASMSU Exponent May 2010 - May 2013
DCS Photography November 2010 - December 2011
Skills
Photography, Lead Generation, Digital Marketing, Adobe Creative Suite, Email Marketing, Marketo, Marketing Automation, Marketing Strategy, HTML, CSS, Social Media Marketing, Sales, Copywriting, Social Media, Photoshop, Microsoft Office, Entrepreneurship, InDesign, Management, Digital Photography, Microsoft Excel, PowerPoint, Customer Service, Facebook, Selling, Microsoft Word, Logo Design, Excel, Creative Direction, Financial Reporting, Word, Social Networking, Managing Project Budgets, Problem Solving, WordPress, Photo Editing, Direct Sales, Portraits, Portrait Photography, Writing, Mac, Lightroom, Retouching, Commercial Photography, Blogging, Fine Art Photography, Hootsuite
Education
Montana State University-Bozeman 2009 — 2013
B.S. in Business, Marketing and Photography, 3.91 GPA
North Hennepin Community College 2007 — 2009
General Studies, 4.0 GPA
Maple Grove Sr High 2006 — 2009
High School Diploma, 4.2 Weighted GPA, 4.0 Un-Weighted GPA
Savannah Lee Savannah Lee's WealthVest Marketing Experience 2014 - Present
Job Senior New Business Case Manager
Industry Financial Services
Experience
WealthVest Marketing 2014 - Present
State Farm July 2013 - January 2014
SPRINGLEAF FINANCIAL SERVICES, INC August 2010 - February 2012
SPRINGLEAF FINANCIAL SERVICES, INC February 2009 - August 2010
Springleaf Financial Services January 2008 - February 2009
The Brandt Group 2005 - 2006
Skills
Loan Servicing, Management, Training, Mortgage Lending, Retail Financing, Insurance, Portfolio Management, Personal Liability..., Permanent Life Insurance, Mortgage Servicing, Business Insurance, Home Insurance, Loss Mitigation, Retail Banking, Loan Origination, Retail, Underwriting, Credit Analysis, Credit, Consumer Lending, Branch Management, Long Term Care Insurance, Medicare, Auto Insurance, Term Life Insurance, Medical Supplements, Individual Health..., Financial Planning, Sales, Customer Service
Education
Montana State University-Bozeman
Psychology
WealthVest Marketing 2014 - Present
State Farm July 2013 - January 2014
SPRINGLEAF FINANCIAL SERVICES, INC August 2010 - February 2012
SPRINGLEAF FINANCIAL SERVICES, INC February 2009 - August 2010
Springleaf Financial Services January 2008 - February 2009
The Brandt Group 2005 - 2006
Skills
Loan Servicing, Management, Training, Mortgage Lending, Retail Financing, Insurance, Portfolio Management, Personal Liability..., Permanent Life Insurance, Mortgage Servicing, Business Insurance, Home Insurance, Loss Mitigation, Retail Banking, Loan Origination, Retail, Underwriting, Credit Analysis, Credit, Consumer Lending, Branch Management, Long Term Care Insurance, Medicare, Auto Insurance, Term Life Insurance, Medical Supplements, Individual Health..., Financial Planning, Sales, Customer Service
Education
Montana State University-Bozeman
Psychology
Heather Hackbarth Heather Hackbarth's WealthVest Marketing Experience December 2012 - February 2015
Job Associate & Interim Office Manager at H2A Partners
Industry Financial Services
Experience
H2A Partners February 2015 - Present
WealthVest Marketing December 2012 - February 2015
WealthVest Marketing April 2011 - December 2012
Thompson's Rental Shop May 2005 - July 2010
Skills
Email Marketing, Marketing Strategy, Customer Service, Digital Marketing, Fixed Annuities, Social Media, Retirement, Retirement Planning, PowerPoint, Facebook, Google Analytics, Wordpress, Annuities, Excel, Customer Relations, Sales Support, InDesign, Photoshop, Dreamweaver, Marketing, Social Media Marketing, Management, Leadership
Education
Montana State University-Bozeman 2004 — 2010
Bachelors, Business Management and Marketing
H2A Partners February 2015 - Present
WealthVest Marketing December 2012 - February 2015
WealthVest Marketing April 2011 - December 2012
Thompson's Rental Shop May 2005 - July 2010
Skills
Email Marketing, Marketing Strategy, Customer Service, Digital Marketing, Fixed Annuities, Social Media, Retirement, Retirement Planning, PowerPoint, Facebook, Google Analytics, Wordpress, Annuities, Excel, Customer Relations, Sales Support, InDesign, Photoshop, Dreamweaver, Marketing, Social Media Marketing, Management, Leadership
Education
Montana State University-Bozeman 2004 — 2010
Bachelors, Business Management and Marketing
Andrew Sample Andrew Sample's WealthVest Marketing Experience September 2012 - October 2014
Job CSM at Foundant
Industry Computer Software
Experience
Foundant Technologies July 2015 - Present
WealthVest November 2014 - June 2015
WealthVest Marketing September 2012 - October 2014
Elixiter June 2012 - July 2012
Promotions West October 2011 - May 2012
Montana State University August 2008 - May 2012
Rook's Comics and Games August 2011 - December 2011
Skills
Market Research, Software Proficiency, Creative Writing, Editing, Market Analysis, Selling, Clerical Skills, Event Management, Advertising, Email Marketing, Marketing, Marketing Strategy, Management, Microsoft Excel, Sales, PowerPoint, Blogging, Time Management, Customer Service, Microsoft Office, Social Media Marketing, Social Media
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of Science (B.S.), Business/Marketing
Foundant Technologies July 2015 - Present
WealthVest November 2014 - June 2015
WealthVest Marketing September 2012 - October 2014
Elixiter June 2012 - July 2012
Promotions West October 2011 - May 2012
Montana State University August 2008 - May 2012
Rook's Comics and Games August 2011 - December 2011
Skills
Market Research, Software Proficiency, Creative Writing, Editing, Market Analysis, Selling, Clerical Skills, Event Management, Advertising, Email Marketing, Marketing, Marketing Strategy, Management, Microsoft Excel, Sales, PowerPoint, Blogging, Time Management, Customer Service, Microsoft Office, Social Media Marketing, Social Media
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of Science (B.S.), Business/Marketing
Dana Mahoney Dana Mahoney's WealthVest Marketing Experience February 2011 - January 2014
Job Marketing Executive and Lead Generation Specialist
Industry Marketing and Advertising
Experience
FiComm Partners March 2015 - Present
Independent Consultant January 2014 - Present
WealthVest Marketing February 2011 - January 2014
O'Berry Collaborative 2009 - 2011
Pineview, Inc. 2006 - 2009
Jones Lang LaSalle 2000 - 2005
Domino's Pizza 1997 - 2000
Salomon Brothers June 1996 - August 1996
Capital Insight 1993 - 1995
Forchic International 1991 - 1993
Skills
Annuities, Real Estate, Strategy Development, New Business Development, Public Speaking, Online Advertising, Advertising, Strategic Alliances, Insurance, Fixed Annuities, Strategy, CRM, Sales, Social Media Marketing, Management, Entrepreneurship, Marketing, Strategic Planning, Lead Generation, Digital Marketing, Marketing Strategy, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
M.B.A, Finance and Entrepreneurial Studies
University of Southern California 1990 — 1991
M.A, Communications Management
University of California, Berkeley 1986 — 1990
B.A, Mass Communications
FiComm Partners March 2015 - Present
Independent Consultant January 2014 - Present
WealthVest Marketing February 2011 - January 2014
O'Berry Collaborative 2009 - 2011
Pineview, Inc. 2006 - 2009
Jones Lang LaSalle 2000 - 2005
Domino's Pizza 1997 - 2000
Salomon Brothers June 1996 - August 1996
Capital Insight 1993 - 1995
Forchic International 1991 - 1993
Skills
Annuities, Real Estate, Strategy Development, New Business Development, Public Speaking, Online Advertising, Advertising, Strategic Alliances, Insurance, Fixed Annuities, Strategy, CRM, Sales, Social Media Marketing, Management, Entrepreneurship, Marketing, Strategic Planning, Lead Generation, Digital Marketing, Marketing Strategy, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 1995 — 1997
M.B.A, Finance and Entrepreneurial Studies
University of Southern California 1990 — 1991
M.A, Communications Management
University of California, Berkeley 1986 — 1990
B.A, Mass Communications
Brandon Goldstein's WealthVest Marketing Experience August 2011 - May 2012
Job Business Intelligence Intern at iTriage, LLC
Industry Marketing and Advertising
Experience
iTriage, LLC June 2015 - Present
Daniels College of Business September 2014 - Present
Celerity Analytics July 2013 - Present
Winter Park Resort December 2014 - April 2015
Webolutions September 2012 - March 2014
WealthVest Marketing August 2011 - May 2012
WealthVest Marketing March 2010 - August 2011
La Chatelaine Chocolat Co. July 2009 - March 2010
The Wilderness Society July 2008 - October 2008
Colorado College State of the Rockies Project June 2007 - April 2008
Skills
Data Analysis, Marketing, Leadership, Analysis, Research, Fixed Annuities, Microsoft Excel, Management, Social Media, Marketing Strategy, Economics, Investments, Social Media Marketing, PowerPoint, Sales, Microsoft Word, Retirement, Insurance, Training, Data Mining, Finance, Data Modeling, Start-ups, Conversational Spanish, Annuities, OS X, Conversation, SEO, SQL, Microsoft SQL Server, Tableau, OLS Regression Analysis, Mac OS X
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Colorado College 2003 — 2008
B.A., Mathematical Economics
Institute for International Education of Students 2005 — 2005
Spanish, Economics, Spanish Art
Universitat Pompeu Fabra, Barcelona 2005 — 2005
Economics
Bozeman High School 1999 — 2003
iTriage, LLC June 2015 - Present
Daniels College of Business September 2014 - Present
Celerity Analytics July 2013 - Present
Winter Park Resort December 2014 - April 2015
Webolutions September 2012 - March 2014
WealthVest Marketing August 2011 - May 2012
WealthVest Marketing March 2010 - August 2011
La Chatelaine Chocolat Co. July 2009 - March 2010
The Wilderness Society July 2008 - October 2008
Colorado College State of the Rockies Project June 2007 - April 2008
Skills
Data Analysis, Marketing, Leadership, Analysis, Research, Fixed Annuities, Microsoft Excel, Management, Social Media, Marketing Strategy, Economics, Investments, Social Media Marketing, PowerPoint, Sales, Microsoft Word, Retirement, Insurance, Training, Data Mining, Finance, Data Modeling, Start-ups, Conversational Spanish, Annuities, OS X, Conversation, SEO, SQL, Microsoft SQL Server, Tableau, OLS Regression Analysis, Mac OS X
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Colorado College 2003 — 2008
B.A., Mathematical Economics
Institute for International Education of Students 2005 — 2005
Spanish, Economics, Spanish Art
Universitat Pompeu Fabra, Barcelona 2005 — 2005
Economics
Bozeman High School 1999 — 2003
Andrew Keizer Andrew Keizer's WealthVest Marketing Experience January 2014 - Present
Job Product Manager at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing January 2014 - Present
WealthVest Marketing October 2012 - March 2013
WealthVest Marketing June 2011 - September 2012
Second River Healthcare August 2009 - May 2011
Skills
Retirement Planning, Fixed Annuities, Business Development, Broker-Dealer, Data Management, Business Analytics, Financial Advisory, Sales, Finance, Financial Services, Indexed Annuities, Recruiting, Retirement, Marketing, Customer Service, Financial Planning, Management, Insurance, Investments
Education
Montana State University-Bozeman 2008 — 2011
B.S. Business Administration/Finance, Finance
Massey University 2008 — 2009
Bachelor of Business Administration (BBA), Cultural Anthropology
University of North Florida 2007 — 2008
WealthVest Marketing January 2014 - Present
WealthVest Marketing October 2012 - March 2013
WealthVest Marketing June 2011 - September 2012
Second River Healthcare August 2009 - May 2011
Skills
Retirement Planning, Fixed Annuities, Business Development, Broker-Dealer, Data Management, Business Analytics, Financial Advisory, Sales, Finance, Financial Services, Indexed Annuities, Recruiting, Retirement, Marketing, Customer Service, Financial Planning, Management, Insurance, Investments
Education
Montana State University-Bozeman 2008 — 2011
B.S. Business Administration/Finance, Finance
Massey University 2008 — 2009
Bachelor of Business Administration (BBA), Cultural Anthropology
University of North Florida 2007 — 2008
Alex Loken Alex Loken's WealthVest Marketing Experience May 2014 - December 2014
Job Recruiter First Income Advisors
Industry Financial Services
Experience
First Income Advisors May 2015 - Present
Sigma Chi Fraternity, Beta Zeta Chapter January 2014 - Present
University of North Dakota August 2011 - Present
WealthVest Marketing May 2014 - December 2014
Clarity Audio Visual May 2012 - August 2012
Sigma Chi Fraternity, Beta Zeta Chapter January 2012 - May 2012
Manor Electric May 2011 - August 2011
Skills
Marketing, Microsoft Office, Microsoft Excel, Research, Public Speaking, Critical Thinking, Recruiting, Accounting, Time Management, Financial Analysis, Marketing Strategy, Corporate Finance, Contract Management, Management, Microsoft Word, Retirement Planning, Annuity Sales, PowerPoint, B2B, Fundraising, Financial Reporting, Marketing Communications, Sales, Team Building, Fixed Annuities, Variable Annuities, Indexed Annuities, Event Planning, Leadership, Teamwork, Equity Indexed Annuities, Equity Indices, Finance, Customer Service, Communication, Social Media, Investments
Education
The University of North Dakota 2011 — 2015
Currently Pursuing, Accounting and Finance
First Income Advisors May 2015 - Present
Sigma Chi Fraternity, Beta Zeta Chapter January 2014 - Present
University of North Dakota August 2011 - Present
WealthVest Marketing May 2014 - December 2014
Clarity Audio Visual May 2012 - August 2012
Sigma Chi Fraternity, Beta Zeta Chapter January 2012 - May 2012
Manor Electric May 2011 - August 2011
Skills
Marketing, Microsoft Office, Microsoft Excel, Research, Public Speaking, Critical Thinking, Recruiting, Accounting, Time Management, Financial Analysis, Marketing Strategy, Corporate Finance, Contract Management, Management, Microsoft Word, Retirement Planning, Annuity Sales, PowerPoint, B2B, Fundraising, Financial Reporting, Marketing Communications, Sales, Team Building, Fixed Annuities, Variable Annuities, Indexed Annuities, Event Planning, Leadership, Teamwork, Equity Indexed Annuities, Equity Indices, Finance, Customer Service, Communication, Social Media, Investments
Education
The University of North Dakota 2011 — 2015
Currently Pursuing, Accounting and Finance
Jaimie McNabb's WealthVest Marketing Experience September 2010 - August 2012
Job Operations/Customer Service/HR at WealthVest Marketing
Industry Financial Services
Experience
Montana State University August 2011 - Present
WealthVest Marketing September 2010 - August 2012
Horizon Moving Systems June 2006 - October 2008
Skills
Data Analysis, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Customer Service, SPSS, Data Mining, Training, Social Media, Qualitative Research
Education
Montana State University-Bozeman 2011 — 2013
Master's degree, Psychology
Arizona State University 2005 — 2010
Bachelor's degree, Psychology
Montana State University August 2011 - Present
WealthVest Marketing September 2010 - August 2012
Horizon Moving Systems June 2006 - October 2008
Skills
Data Analysis, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Customer Service, SPSS, Data Mining, Training, Social Media, Qualitative Research
Education
Montana State University-Bozeman 2011 — 2013
Master's degree, Psychology
Arizona State University 2005 — 2010
Bachelor's degree, Psychology
Mani Le Mani Le's WealthVest Marketing Experience May 2008 - Present
Job Financial Services Consultant
Industry Financial Services
Experience
Wealthvest Marketing May 2008 - Present
Aerotek February 2013 - May 2013
First Finanical Security, Inc. May 2008 - October 2010
Guardian Industries October 2007 - September 2008
Lithia Motors July 2006 - September 2007
Mervyns January 2002 - July 2006
Skills
Customer Service, Recruiting, Sales, Sourcing, PowerPoint, Retirement Planning, Life Insurance, Retail Sales, Automotive Sales, Equity Indexed Annuities, Field Training, Event Planning
Education
California State University-Fresno 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Thomas Edison High School-Fresno 1998 — 2001
Wealthvest Marketing May 2008 - Present
Aerotek February 2013 - May 2013
First Finanical Security, Inc. May 2008 - October 2010
Guardian Industries October 2007 - September 2008
Lithia Motors July 2006 - September 2007
Mervyns January 2002 - July 2006
Skills
Customer Service, Recruiting, Sales, Sourcing, PowerPoint, Retirement Planning, Life Insurance, Retail Sales, Automotive Sales, Equity Indexed Annuities, Field Training, Event Planning
Education
California State University-Fresno 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Thomas Edison High School-Fresno 1998 — 2001
Andrew Dokken Andrew Dokken's WealthVest Marketing Experience June 2010 - August 2012
Job Marketing Consultant at WealthVest
Industry Wholesale
Experience
WealthVest May 2014 - Present
Jackson National Life June 2013 - April 2014
Squarejive April 2012 - December 2012
WealthVest Marketing June 2010 - August 2012
WealthVest Marketing May 2011 - August 2011
Skills
Blogging, Marketing, Research, Public Speaking, SEO, Microsoft Office, International Relations, Customer Service, Marketing Strategy, Marketing Communications, Corporate Communications, Writing, Policy Analysis, Series 6, Fixed Annuities, Series 63, Life Insurance, Income for Life
Education
University of Denver 2009 — 2013
Bachelor of Arts, International Studies/Geo-Politics, Economics, Senior
Fudan University 2011 — 2011
University of Denver Study Abroad, Chinese cultural, social and language immersion
Bozeman High School 2005 — 2009
HIgh School Degree
WealthVest May 2014 - Present
Jackson National Life June 2013 - April 2014
Squarejive April 2012 - December 2012
WealthVest Marketing June 2010 - August 2012
WealthVest Marketing May 2011 - August 2011
Skills
Blogging, Marketing, Research, Public Speaking, SEO, Microsoft Office, International Relations, Customer Service, Marketing Strategy, Marketing Communications, Corporate Communications, Writing, Policy Analysis, Series 6, Fixed Annuities, Series 63, Life Insurance, Income for Life
Education
University of Denver 2009 — 2013
Bachelor of Arts, International Studies/Geo-Politics, Economics, Senior
Fudan University 2011 — 2011
University of Denver Study Abroad, Chinese cultural, social and language immersion
Bozeman High School 2005 — 2009
HIgh School Degree
Brian Hennelly's WealthVest Marketing Experience October 2012 - March 2013
Job Regional Vice President at AXA Distributors
Industry Wholesale
Experience
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
AXA Distributors March 2013 - Present
WealthVest Marketing October 2012 - March 2013
Platinum Innovative Distributors January 2011 - October 2012
Nationwide Financial October 1998 - July 2009
PLANCO 1992 - 1997
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance
Education
The Catholic University of America 1986 — 1990
Bachelor, Finance
Rick Burdick's WealthVest Marketing Experience September 2013 - Present
Job Regional Director for WealthVest
Industry Investment Management
Experience
WealthVest Marketing September 2013 - Present
Prudential Financial January 2003 - October 2012
American Skandia Marketing, Inc. June 1999 - December 2002
American Skandia Marketing, Inc. November 1993 - December 1999
Skills
Mutual Funds, Series 7, Fixed Annuities, Series 63, Asset Allocation, Investments, Wealth Management, Alternative Investments, Securities, Retirement, Retirement Planning, Separately Managed..., 401k, Insurance
Education
Bentley University 1988 — 1991
Bachelor of Science (B.S.), Finance
WealthVest Marketing September 2013 - Present
Prudential Financial January 2003 - October 2012
American Skandia Marketing, Inc. June 1999 - December 2002
American Skandia Marketing, Inc. November 1993 - December 1999
Skills
Mutual Funds, Series 7, Fixed Annuities, Series 63, Asset Allocation, Investments, Wealth Management, Alternative Investments, Securities, Retirement, Retirement Planning, Separately Managed..., 401k, Insurance
Education
Bentley University 1988 — 1991
Bachelor of Science (B.S.), Finance
Steve Schankerman's WealthVest Marketing Experience May 2011 - February 2013
Job Regional Vice President at Ash Brokerage specializing in Annuities | New Business Development | Relationship Building
Industry Financial Services
Experience
Ash Brokerage March 2013 - Present
WealthVest Marketing May 2011 - February 2013
InSource Inc. April 2003 - April 2011
Jackson National Life January 1995 - March 2003
Education
Indiana University Bloomington
Bachelor's degree, General Studies
Ash Brokerage March 2013 - Present
WealthVest Marketing May 2011 - February 2013
InSource Inc. April 2003 - April 2011
Jackson National Life January 1995 - March 2003
Education
Indiana University Bloomington
Bachelor's degree, General Studies
Sean Patrick Browne Sean Patrick Browne's WealthVest Marketing Experience January 2010 - April 2011
Job Digital Marketing Manager at Clover Health
Industry Internet
Experience
Clover Health August 2015 - Present
Hint Inc. January 2014 - June 2015
slap Company April 2011 - December 2013
WealthVest Marketing January 2010 - April 2011
Studio 253 November 2008 - April 2009
Aviation Consultants Incorperated December 2007 - November 2008
San Luis Jet Center December 2007 - November 2008
VAS Entertainment November 2006 - November 2007
Online Music Store / Local Record Store January 1999 - January 2006
Gary Player Golf Experience January 1999 - January 2001
Skills
Social Media Marketing, SEO Specialist, Digital Marketing, Online Marketing, Drupal, Typo3, Google Analytics, Lead Generation, Constant Contact, SEO, Graphic Design, Facebook, PowerPoint, Wordpress, HTML, CSS, YouTube, Email Marketing, Online Video, Dreamweaver, Twitter, Web Servers, B2B eCommerce, Photoshop, Digital Video, Internet Strategy, LinkedIn, SEM, PPC, Web Design, Digital Media Sales, Blog Marketing, Website Development, Video Editing, Analytics, Excel, Data Migration, Joomla, Strategic Planning, Pinterest, Affiliate Marketing, Web Analytics, Google Adwords, Link Building, Outlook, Online Advertising, Microsoft Word, Microsoft Excel, B2B, Strategy
Education
Cuesta College 1996 — 2000
Graphic Design and Marketing
MBHS
Clover Health August 2015 - Present
Hint Inc. January 2014 - June 2015
slap Company April 2011 - December 2013
WealthVest Marketing January 2010 - April 2011
Studio 253 November 2008 - April 2009
Aviation Consultants Incorperated December 2007 - November 2008
San Luis Jet Center December 2007 - November 2008
VAS Entertainment November 2006 - November 2007
Online Music Store / Local Record Store January 1999 - January 2006
Gary Player Golf Experience January 1999 - January 2001
Skills
Social Media Marketing, SEO Specialist, Digital Marketing, Online Marketing, Drupal, Typo3, Google Analytics, Lead Generation, Constant Contact, SEO, Graphic Design, Facebook, PowerPoint, Wordpress, HTML, CSS, YouTube, Email Marketing, Online Video, Dreamweaver, Twitter, Web Servers, B2B eCommerce, Photoshop, Digital Video, Internet Strategy, LinkedIn, SEM, PPC, Web Design, Digital Media Sales, Blog Marketing, Website Development, Video Editing, Analytics, Excel, Data Migration, Joomla, Strategic Planning, Pinterest, Affiliate Marketing, Web Analytics, Google Adwords, Link Building, Outlook, Online Advertising, Microsoft Word, Microsoft Excel, B2B, Strategy
Education
Cuesta College 1996 — 2000
Graphic Design and Marketing
MBHS
Daniel Pederson Daniel Pederson's WealthVest Marketing Experience October 2009 - Present
Job Annuity Consultant at WealthVest
Industry Financial Services
Experience
WealthVest Marketing October 2009 - Present
Skills
Strategic Alliances, Financial Advisory, Fixed Annuities, Marketing, Coaching, Annuity Consulting, Fixed Annuity Consulting, Fixed Indexed Annuity..., Lead Generation
Education
Montana State University-Bozeman 2002 — 2008
Finance, Finance/Economics
WealthVest Marketing October 2009 - Present
Skills
Strategic Alliances, Financial Advisory, Fixed Annuities, Marketing, Coaching, Annuity Consulting, Fixed Annuity Consulting, Fixed Indexed Annuity..., Lead Generation
Education
Montana State University-Bozeman 2002 — 2008
Finance, Finance/Economics
Leandra Hill Leandra Hill's WealthVest Marketing Experience October 2009 - Present
Job Customer Service at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing October 2009 - Present
Leandra Hill 2001 - 2014
Wells Fargo Bank 2007 - 2009
Waddell & Reed 2006 - 2007
"24" 2002 - 2004
Skills
Retirement Planning, Performing Arts, Insurance, Acting, Singing, Fixed Annuities, Financial Services, Investments, Long-term Care, Retirement, Life Insurance, Marketing, Public Speaking, 401k, New Business Development, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Strategy, Digital Marketing, Sales, Business Development, Financial Planning, Marketing Strategy, Customer Relations, Customer Service
Education
Montana State University-Bozeman 2007 — 2011
Music Ed K-12, Music Teacher Education
Montana State University-Bozeman 1997 — 2001
Music Ed K-12, Music Education and Performance
United States International University San Diego campus 1991 — 1993
Musical Theater
Idyllwild Arts Academy 1988 — 1989
General Fine Arts degree , Musical Theatre
La Jolla Country Day
college prep
WealthVest Marketing October 2009 - Present
Leandra Hill 2001 - 2014
Wells Fargo Bank 2007 - 2009
Waddell & Reed 2006 - 2007
"24" 2002 - 2004
Skills
Retirement Planning, Performing Arts, Insurance, Acting, Singing, Fixed Annuities, Financial Services, Investments, Long-term Care, Retirement, Life Insurance, Marketing, Public Speaking, 401k, New Business Development, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Strategy, Digital Marketing, Sales, Business Development, Financial Planning, Marketing Strategy, Customer Relations, Customer Service
Education
Montana State University-Bozeman 2007 — 2011
Music Ed K-12, Music Teacher Education
Montana State University-Bozeman 1997 — 2001
Music Ed K-12, Music Education and Performance
United States International University San Diego campus 1991 — 1993
Musical Theater
Idyllwild Arts Academy 1988 — 1989
General Fine Arts degree , Musical Theatre
La Jolla Country Day
college prep
Nathan Lee's WealthVest Marketing Experience September 2010 - December 2012
Job Director of Digital Marketing Data is FUN! If I can't track it, measure it, or automate it, I don't do it.
Industry Financial Services
Experience
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
WealthVest Marketing September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Gameplan Financial August 2009 - September 2010
R and B Construction January 2007 - March 2008
Abode Development November 2005 - January 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Financial Advisory, Wealth, Insurance, Leadership, Wealth Management, Financial Services, Mutual Funds, Strategic Alliances, 401k, Marketing, Finance, Estate Planning, IRAs, Annuities, Strategic Financial..., Financial Planners, Management, Investments, Salesforce.com, Marketing Automation, Marketing Strategy, Financial Planning, CRM, Social Media Marketing, Email Marketing
Education
Georgia Institute of Technology 1995 — 2001
B.S., Management
Creekside High School 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.25 GPA
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
WealthVest Marketing September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Gameplan Financial August 2009 - September 2010
R and B Construction January 2007 - March 2008
Abode Development November 2005 - January 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Financial Advisory, Wealth, Insurance, Leadership, Wealth Management, Financial Services, Mutual Funds, Strategic Alliances, 401k, Marketing, Finance, Estate Planning, IRAs, Annuities, Strategic Financial..., Financial Planners, Management, Investments, Salesforce.com, Marketing Automation, Marketing Strategy, Financial Planning, CRM, Social Media Marketing, Email Marketing
Education
Georgia Institute of Technology 1995 — 2001
B.S., Management
Creekside High School 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.25 GPA
Timothy Klahs Timothy Klahs's WealthVest Marketing Experience October 2014 - Present
Job Vice President, Business Development at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
Eric Justin's WealthVest Marketing Experience May 2011 - June 2011
Job Product Marketing at Microsoft
Industry Marketing and Advertising
Experience
Microsoft January 2014 - Present
Harvard University August 2009 - July 2013
Resettlement Legal Aid Project January 2012 - May 2012
WealthVest Marketing May 2011 - June 2011
Skills
Modern Standard Arabic, Egyptian Colloquial..., Thesis, Legal Research, Political Science, International Relations, Community Outreach, Stata, Politics, Public Policy, Policy, Economics, International..., Qualitative Research, Human Rights, Analysis, Social Media, Research, Microsoft Office, Data Analysis, Editing
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Social Studies - Politics and Economics of Middle East, 3.85
Yarmouk University 2011 — 2011
Microsoft January 2014 - Present
Harvard University August 2009 - July 2013
Resettlement Legal Aid Project January 2012 - May 2012
WealthVest Marketing May 2011 - June 2011
Skills
Modern Standard Arabic, Egyptian Colloquial..., Thesis, Legal Research, Political Science, International Relations, Community Outreach, Stata, Politics, Public Policy, Policy, Economics, International..., Qualitative Research, Human Rights, Analysis, Social Media, Research, Microsoft Office, Data Analysis, Editing
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Social Studies - Politics and Economics of Middle East, 3.85
Yarmouk University 2011 — 2011
Dan Lavigne's WealthVest Marketing Experience January 2011 - May 2013
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
WealthVest Marketing January 2011 - May 2013
InSource October 2007 - December 2010
TIAA-CREF October 2006 - October 2007
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Customer Service, Annuity Sales, Retirement Planning, Mutual Funds, Social Security, Asset Allocation, IRAs, 401k Rollovers, Wealth Management, Pensions, Relationship Management, New Business Development, Variable Annuities, Indexed Annuities, Long-term Care, Strategic Financial..., Insurance, Financial Planning
Education
University of Idaho
Bachelor of Science (B.S.), Accounting and Finance
Ash Brokerage May 2013 - Present
WealthVest Marketing January 2011 - May 2013
InSource October 2007 - December 2010
TIAA-CREF October 2006 - October 2007
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Customer Service, Annuity Sales, Retirement Planning, Mutual Funds, Social Security, Asset Allocation, IRAs, 401k Rollovers, Wealth Management, Pensions, Relationship Management, New Business Development, Variable Annuities, Indexed Annuities, Long-term Care, Strategic Financial..., Insurance, Financial Planning
Education
University of Idaho
Bachelor of Science (B.S.), Accounting and Finance
Erin Sullivan's WealthVest Marketing Experience 2013 - Present
Job Key Account Operations & Compliance Officer at WealthVest Marketing
Industry Insurance
Experience
WealthVest Marketing 2013 - Present
NettWorth Advisor Group 2011 - 2013
Community Capital Development Corporation 2010 - 2011
Insurance Company (Confidential) 2010 - 2010
The Creative Office 2007 - 2009
Countrywide Full Spectrum Lending 2007 - 2007
Reporter Big Sky Office 2005 - 2007
Skills
Marketing, Business Development, Business Communications, Financial Services, Strategic Financial..., Strategic Planning, Small Business, New Business Development, Event Planning, Business Planning, Marketing Strategy, Insurance, Sales, Credit, Customer Service, Banking, Sales Management, Investments, Finance, Market Research, Salesforce.com, Selling, Fixed Annuities, Lead Generation, Management, CRM, Strategy, Relationship Management, Recruiting, Marketing Management, B2B, Budgets, Advertising, Forecasting, Customer Retention, Portfolio Management, Training, Social Media, Consulting, Contract Negotiation, Life Insurance, Leadership, Financial Advisory, Retirement Planning, Account Management, Wealth Management, Retirement, Employee Benefits, 401k, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing & Management
University of Montana 2004 — 2005
MBA, Business Administration
WealthVest Marketing 2013 - Present
NettWorth Advisor Group 2011 - 2013
Community Capital Development Corporation 2010 - 2011
Insurance Company (Confidential) 2010 - 2010
The Creative Office 2007 - 2009
Countrywide Full Spectrum Lending 2007 - 2007
Reporter Big Sky Office 2005 - 2007
Skills
Marketing, Business Development, Business Communications, Financial Services, Strategic Financial..., Strategic Planning, Small Business, New Business Development, Event Planning, Business Planning, Marketing Strategy, Insurance, Sales, Credit, Customer Service, Banking, Sales Management, Investments, Finance, Market Research, Salesforce.com, Selling, Fixed Annuities, Lead Generation, Management, CRM, Strategy, Relationship Management, Recruiting, Marketing Management, B2B, Budgets, Advertising, Forecasting, Customer Retention, Portfolio Management, Training, Social Media, Consulting, Contract Negotiation, Life Insurance, Leadership, Financial Advisory, Retirement Planning, Account Management, Wealth Management, Retirement, Employee Benefits, 401k, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Marketing & Management
University of Montana 2004 — 2005
MBA, Business Administration
Chris Wann's WealthVest Marketing Experience April 2013 - January 2014
Job Wann Technical Services Owner Recruiter
Industry Facilities Services
Experience
Wann Technical Services April 2015 - Present
Zionsville Meadows, American Senior Communities November 2014 - April 2015
Five Star Quality Care January 2014 - November 2014
WealthVest Marketing April 2013 - January 2014
Dressander/BHC September 2011 - April 2013
American Senior Communities November 2008 - September 2011
The Mergis Group October 2007 - October 2008
PrincetonOne April 2005 - October 2007
Independent Test & Balance September 2003 - April 2005
Centex Homes 2001 - 2003
Skills
Talent Acquisition, Recruiting, Executive Search, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Sourcing, Marketing, Cold Calling, Onboarding, College Recruiting, Team Building, Human Resources, Permanent Placement, Salesforce.com, Training, Account Management, Sales, Contract Recruitment, Management, New Business Development, Sales Management, Business Development, Employee Benefits, Coaching, Talent Management, Employee Relations, Hiring, Healthcare, Leadership, Benefits Administration, Building Relationships, Screening Resumes, Staffing Services, CRM, Temporary Placement, Sales Process, Recruitment Advertising, Benefits Negotiation, Selling, Personnel Management, HRIS, Temporary Staffing, Customer Retention, Employee Training, Lead Generation, Interviews, Direct Sales, Long-term Care, Retirement
Education
Indiana Wesleyan University 2011 — 2015
Business Administration
Indiana University-Purdue University at Indianapolis 1987 — 1989
Business
Wann Technical Services April 2015 - Present
Zionsville Meadows, American Senior Communities November 2014 - April 2015
Five Star Quality Care January 2014 - November 2014
WealthVest Marketing April 2013 - January 2014
Dressander/BHC September 2011 - April 2013
American Senior Communities November 2008 - September 2011
The Mergis Group October 2007 - October 2008
PrincetonOne April 2005 - October 2007
Independent Test & Balance September 2003 - April 2005
Centex Homes 2001 - 2003
Skills
Talent Acquisition, Recruiting, Executive Search, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Sourcing, Marketing, Cold Calling, Onboarding, College Recruiting, Team Building, Human Resources, Permanent Placement, Salesforce.com, Training, Account Management, Sales, Contract Recruitment, Management, New Business Development, Sales Management, Business Development, Employee Benefits, Coaching, Talent Management, Employee Relations, Hiring, Healthcare, Leadership, Benefits Administration, Building Relationships, Screening Resumes, Staffing Services, CRM, Temporary Placement, Sales Process, Recruitment Advertising, Benefits Negotiation, Selling, Personnel Management, HRIS, Temporary Staffing, Customer Retention, Employee Training, Lead Generation, Interviews, Direct Sales, Long-term Care, Retirement
Education
Indiana Wesleyan University 2011 — 2015
Business Administration
Indiana University-Purdue University at Indianapolis 1987 — 1989
Business
Alex Dabney's WealthVest Marketing Experience March 2014 - Present
Job Key Accounts Manager at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing March 2014 - Present
SunRun September 2012 - February 2014
Sunrun September 2012 - February 2014
SolarCity February 2011 - September 2012
SolarCity December 2009 - February 2011
Skills
Sales, Residential Solar, Photovoltaics, Salesforce.com, Renewable Energy, Lead Generation
Education
St. Mary's College of California 2005 — 2009
Bachelor's degree, Communications
WealthVest Marketing March 2014 - Present
SunRun September 2012 - February 2014
Sunrun September 2012 - February 2014
SolarCity February 2011 - September 2012
SolarCity December 2009 - February 2011
Skills
Sales, Residential Solar, Photovoltaics, Salesforce.com, Renewable Energy, Lead Generation
Education
St. Mary's College of California 2005 — 2009
Bachelor's degree, Communications
James McDonald, MBA James McDonald, MBA's WealthVest Marketing Experience September 2013 - Present
Job Regional Director at WealthVest Financial Partners
Industry Financial Services
Experience
WealthVest Marketing September 2013 - Present
Dex Media, Inc. April 2010 - August 2013
Dex One March 2007 - April 2010
Dex One January 2005 - March 2007
Dex One September 2004 - December 2004
Skills
Sales, Advertising, Cold Calling, Lead Generation, Salesforce.com, Account Management, Advertising Sales, B2B, SEM, Online Advertising, Sales Presentations, Sales Process, Direct Sales, Marketing, Direct Marketing, Digital Marketing, Social Media Marketing, Selling, Email Marketing, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA
Albion College 2000 — 2004
BA, Psychology
WealthVest Marketing September 2013 - Present
Dex Media, Inc. April 2010 - August 2013
Dex One March 2007 - April 2010
Dex One January 2005 - March 2007
Dex One September 2004 - December 2004
Skills
Sales, Advertising, Cold Calling, Lead Generation, Salesforce.com, Account Management, Advertising Sales, B2B, SEM, Online Advertising, Sales Presentations, Sales Process, Direct Sales, Marketing, Direct Marketing, Digital Marketing, Social Media Marketing, Selling, Email Marketing, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA
Albion College 2000 — 2004
BA, Psychology
Ted Williamson's WealthVest Marketing Experience October 2009 - June 2015
Job National Sales Manager at Dressander/BHC
Industry Financial Services
Experience
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Brad Penoyer Brad Penoyer's WealthVest Marketing Experience June 2012 - November 2012
Job Sr. Corporate Development & Strategy Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group August 2015 - Present
Fortress Investment Group June 2013 - March 2015
WealthVest Marketing June 2012 - November 2012
PHT Services, Ltd. January 1989 - February 2012
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Windows, Research, Skydiving, Bitcoin, Social Media, Investments, Marketing, Equities, Financial Analysis, Leadership
Education
Montana State University-Bozeman 2009 — 2013
Double BS, Economics and Finance
Janus Capital Group August 2015 - Present
Fortress Investment Group June 2013 - March 2015
WealthVest Marketing June 2012 - November 2012
PHT Services, Ltd. January 1989 - February 2012
Skills
Microsoft Office, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Windows, Research, Skydiving, Bitcoin, Social Media, Investments, Marketing, Equities, Financial Analysis, Leadership
Education
Montana State University-Bozeman 2009 — 2013
Double BS, Economics and Finance
Gerald Burton Gerald Burton's WealthVest Marketing Experience March 2010 - October 2012
Job Associate Director of Corporate Relations
Industry Fund-Raising
Experience
Montana State University Alumni Foundation January 2013 - Present
WealthVest Marketing March 2010 - October 2012
Robert Half International January 2007 - March 2007
Freedom Mortgage May 2005 - December 2006
Skills
Series 63, Recruiting, Fixed Annuities, 401k, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Insurance, Marketing, Retirement, Life Insurance, Financial Services, Strategic Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Microsoft Excel
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelors, Finance
Valley Forge Military Academy & College 1995 — 2000
Montana State University Alumni Foundation January 2013 - Present
WealthVest Marketing March 2010 - October 2012
Robert Half International January 2007 - March 2007
Freedom Mortgage May 2005 - December 2006
Skills
Series 63, Recruiting, Fixed Annuities, 401k, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Insurance, Marketing, Retirement, Life Insurance, Financial Services, Strategic Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Microsoft Excel
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelors, Finance
Valley Forge Military Academy & College 1995 — 2000
Wade Dokken Wade Dokken's WealthVest Marketing Experience June 2009 - Present
Job Financial Services Executive, Founder WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing June 2009 - Present
PureWest Properties January 2009 - January 2013
American Skandia June 2000 - May 2003
Skandia 1989 - 2003
Global Skandia Management Board 1989 - 2003
American Skandia 1992 - 2000
American Skandia 1989 - 1992
Planco 1988 - 1989
Integrated Resources 1986 - 1988
PaineWebber 1984 - 1986
Skills
Mutual Funds, Marketing, Leadership, Management, Fixed Annuities, Investments, Asset Managment, Organizational..., Finance, Series 63, Financial Advisory, Sales, Life Insurance, Wealth Management, Financial Services, Strategic Financial..., Asset Management, Social Media Marketing, Coaching, Start-ups, Strategy, Lead Generation, Executive Management, New Business Development, Retirement, 401k, Business Development, Insurance, Retirement Planning, Entrepreneurship, Market Research, Small Business, Financial Planners, Selling, IRAs, Relationship Management, Series 7, Digital Marketing, Wealth, Portfolio Management, Variable Annuities, Financial Planning, Investment Strategies, Investment Advisory, Alternative Investments, CRM, Consulting, Long-term Care, Pensions, Securities
Education
The University of North Dakota 1978 — 1983
Towner High School 1974 — 1978
WealthVest Marketing June 2009 - Present
PureWest Properties January 2009 - January 2013
American Skandia June 2000 - May 2003
Skandia 1989 - 2003
Global Skandia Management Board 1989 - 2003
American Skandia 1992 - 2000
American Skandia 1989 - 1992
Planco 1988 - 1989
Integrated Resources 1986 - 1988
PaineWebber 1984 - 1986
Skills
Mutual Funds, Marketing, Leadership, Management, Fixed Annuities, Investments, Asset Managment, Organizational..., Finance, Series 63, Financial Advisory, Sales, Life Insurance, Wealth Management, Financial Services, Strategic Financial..., Asset Management, Social Media Marketing, Coaching, Start-ups, Strategy, Lead Generation, Executive Management, New Business Development, Retirement, 401k, Business Development, Insurance, Retirement Planning, Entrepreneurship, Market Research, Small Business, Financial Planners, Selling, IRAs, Relationship Management, Series 7, Digital Marketing, Wealth, Portfolio Management, Variable Annuities, Financial Planning, Investment Strategies, Investment Advisory, Alternative Investments, CRM, Consulting, Long-term Care, Pensions, Securities
Education
The University of North Dakota 1978 — 1983
Towner High School 1974 — 1978
Kim Parlett Kim Parlett's WealthVest Marketing Experience July 2012 - Present
Job VP Service and Operations at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing July 2012 - Present
Lone Mountain Ranch November 2010 - July 2012
Firehole Ranch February 2010 - October 2010
MercuryCSC 2008 - February 2010
Miller Brewing Company June 2004 - July 2007
FedEx Services May 2003 - August 2003
General Motors R*Works 1999 - 2002
Atlanta Hawks 1997 - 1999
Streetball Partners International 1996 - 1996
Skills
Strategic Planning, Strategy, Marketing, Managerial Finance, Marketing Strategy, Digital Marketing, Integrated Marketing, Market Research, New Business Development, Social Media Marketing, Marketing Communications, Competitive Analysis, Advertising, Email Marketing, Relationship Marketing
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Marketing and Strategy
Sewanee-The University of the South 1993 — 1997
BA, Economics
WealthVest Marketing July 2012 - Present
Lone Mountain Ranch November 2010 - July 2012
Firehole Ranch February 2010 - October 2010
MercuryCSC 2008 - February 2010
Miller Brewing Company June 2004 - July 2007
FedEx Services May 2003 - August 2003
General Motors R*Works 1999 - 2002
Atlanta Hawks 1997 - 1999
Streetball Partners International 1996 - 1996
Skills
Strategic Planning, Strategy, Marketing, Managerial Finance, Marketing Strategy, Digital Marketing, Integrated Marketing, Market Research, New Business Development, Social Media Marketing, Marketing Communications, Competitive Analysis, Advertising, Email Marketing, Relationship Marketing
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Marketing and Strategy
Sewanee-The University of the South 1993 — 1997
BA, Economics
Daniel Goldman Daniel Goldman's WealthVest Marketing Experience July 2012 - Present
Job Vice President Information Technology at WealthVest Marketing
Industry Computer Software
Experience
WealthVest Marketing July 2012 - Present
Edissey, Inc October 2011 - December 2014
SafeNet January 2011 - October 2011
Oracle July 2007 - January 2011
Smith Barney September 2005 - July 2007
NetApp June 2004 - September 2005
NEC USA Purchasing and Export Division June 1999 - January 2002
The Extra Mile Software Corp. November 1991 - January 2002
Galactic Ventures October 1997 - June 2000
Computer Elite May 1986 - November 1991
Skills
Product Management, Software Project..., CRM, SaaS, Agile, Cloud, Consulting, Cross-functional Team..., Cloud Computing, Agile Methodologies, Business Analysis, Strategy, Business Process, Management, Databases, Software Development, ERP, Enterprise Architecture, Enterprise Software, Integration, Program Management, Leadership
Education
Emory University - Goizueta Business School 2003 — 2005
MBA, Business
University at Buffalo 1980 — 1985
BA, Computer Science
WealthVest Marketing July 2012 - Present
Edissey, Inc October 2011 - December 2014
SafeNet January 2011 - October 2011
Oracle July 2007 - January 2011
Smith Barney September 2005 - July 2007
NetApp June 2004 - September 2005
NEC USA Purchasing and Export Division June 1999 - January 2002
The Extra Mile Software Corp. November 1991 - January 2002
Galactic Ventures October 1997 - June 2000
Computer Elite May 1986 - November 1991
Skills
Product Management, Software Project..., CRM, SaaS, Agile, Cloud, Consulting, Cross-functional Team..., Cloud Computing, Agile Methodologies, Business Analysis, Strategy, Business Process, Management, Databases, Software Development, ERP, Enterprise Architecture, Enterprise Software, Integration, Program Management, Leadership
Education
Emory University - Goizueta Business School 2003 — 2005
MBA, Business
University at Buffalo 1980 — 1985
BA, Computer Science
Kathryn Sweet Kathryn Sweet's WealthVest Marketing Experience February 2010 - December 2010
Job Farrier at Sweet Feet
Industry Ranching
Experience
Sweet Feet April 2008 - Present
WealthVest Marketing February 2010 - December 2010
Headwaters Veterinary Hospital September 2008 - August 2009
Low's Ready Mix, Inc October 2005 - March 2007
Hopland Sho-Ka-Wah Casino May 2004 - November 2004
State of California Department of Forestry and Fire Protection March 2002 - May 2004
State of California Department of Forestry and Fire Protection May 2001 - August 2001
Masonite January 1999 - December 2000
Skills
Public Speaking, Dispatching, Building Relationships, PowerPoint, Accounts Receivable, Process Scheduler, Time Management, Customer Service, Insurance, Accounting, Purchasing, Marketing, QuickBooks, Sales
Education
Penn Foster 2009 — 2010
AS, Veterinary Technology
Texas Tech University 1994 — 1996
History, English
Austin Community College 1990 — 1992
Undergraduate Studies
International Business College
General Office Specialist
Montana State University
Sweet Feet April 2008 - Present
WealthVest Marketing February 2010 - December 2010
Headwaters Veterinary Hospital September 2008 - August 2009
Low's Ready Mix, Inc October 2005 - March 2007
Hopland Sho-Ka-Wah Casino May 2004 - November 2004
State of California Department of Forestry and Fire Protection March 2002 - May 2004
State of California Department of Forestry and Fire Protection May 2001 - August 2001
Masonite January 1999 - December 2000
Skills
Public Speaking, Dispatching, Building Relationships, PowerPoint, Accounts Receivable, Process Scheduler, Time Management, Customer Service, Insurance, Accounting, Purchasing, Marketing, QuickBooks, Sales
Education
Penn Foster 2009 — 2010
AS, Veterinary Technology
Texas Tech University 1994 — 1996
History, English
Austin Community College 1990 — 1992
Undergraduate Studies
International Business College
General Office Specialist
Montana State University
Jessie Smith Jessie Smith's WealthVest Marketing Experience March 2014 - Present
Job Internal Wholesaler at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing March 2014 - Present
Northwestern Mutual August 2012 - March 2014
PayPal October 2011 - December 2011
Rocky Mountain Bank April 2011 - July 2011
Mann Mortgage, LLC January 2011 - July 2011
Stockman Bank August 2009 - April 2011
Skills
Loans, Construction Loans, Credit, Loan Origination, Home Equity Lines of..., USDA, VA loans, FHA financing, Mortgage Lending
Education
Montana State University-Bozeman 2004 — 2008
BS, Business Marketing
WealthVest Marketing March 2014 - Present
Northwestern Mutual August 2012 - March 2014
PayPal October 2011 - December 2011
Rocky Mountain Bank April 2011 - July 2011
Mann Mortgage, LLC January 2011 - July 2011
Stockman Bank August 2009 - April 2011
Skills
Loans, Construction Loans, Credit, Loan Origination, Home Equity Lines of..., USDA, VA loans, FHA financing, Mortgage Lending
Education
Montana State University-Bozeman 2004 — 2008
BS, Business Marketing
Lance A. Mays Lance A. Mays's WealthVest Marketing Experience January 2012 - December 2012
Job President of WCI Brokerage
Industry Financial Services
Experience
WCI Brokerage October 1988 - Present
WealthVest Marketing January 2012 - December 2012
Underwriting Services of America (USA) July 2010 - May 2011
The Annuity Store May 2007 - January 2008
The Electric Beach Tanning Salons February 1992 - October 2004
The Equitable Insurance Company August 1988 - May 1992
C.O.P.A./Bankers United/Life Investors April 1985 - June 1988
Skills
Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Insurance, IRAs, Mutual Funds, Wealth Management, Financial Advisory, 401k, Series 63, Strategic Financial..., Series 7, Investments, Employee Benefits, Disability Insurance, Financial Planners, Long-term Care, Long Term Care Insurance, Whole Life, Universal Life, Wealth, Series 6, Critical Illness, Estate Planning, Health Insurance, Financial Services, Wealth Accumulation, Roth IRA, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management..., Securities, 401k Rollovers, Pensions, ETFs, Alternative Investments, Variable Annuities, Personal Finance, FINRA, Brokers, Finance, Retirement Plan..., Small Business, Financial Goals, High Net Worth..., Underwriting, Series 24
Education
North Iowa Area Community College 1977 — 1978
Business Administration and Management, General
WCI Brokerage October 1988 - Present
WealthVest Marketing January 2012 - December 2012
Underwriting Services of America (USA) July 2010 - May 2011
The Annuity Store May 2007 - January 2008
The Electric Beach Tanning Salons February 1992 - October 2004
The Equitable Insurance Company August 1988 - May 1992
C.O.P.A./Bankers United/Life Investors April 1985 - June 1988
Skills
Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Insurance, IRAs, Mutual Funds, Wealth Management, Financial Advisory, 401k, Series 63, Strategic Financial..., Series 7, Investments, Employee Benefits, Disability Insurance, Financial Planners, Long-term Care, Long Term Care Insurance, Whole Life, Universal Life, Wealth, Series 6, Critical Illness, Estate Planning, Health Insurance, Financial Services, Wealth Accumulation, Roth IRA, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management..., Securities, 401k Rollovers, Pensions, ETFs, Alternative Investments, Variable Annuities, Personal Finance, FINRA, Brokers, Finance, Retirement Plan..., Small Business, Financial Goals, High Net Worth..., Underwriting, Series 24
Education
North Iowa Area Community College 1977 — 1978
Business Administration and Management, General
Amy Ference's WealthVest Marketing Experience March 2013 - Present
Job Senior New Business Specialist, Suitability Officer at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing March 2013 - Present
Pie and Mighty Pizza 2011 - August 2013
Bozeman Backpacker's Hostel April 2009 - October 2009
Three Rivers Montana April 2008 - December 2008
SUWS of Idaho April 2006 - March 2008
Target March 2005 - March 2006
Target October 2004 - February 2005
Keller Williams MT Realty October 2003 - October 2004
WSA Corp 1997 - 2003
Skills
Analytic Problem Solving, Customer Service, Therapeutic..., Operational Streamlining, Process Efficiency, Suitability Analysis, Systems Analysis, Metrics Reporting, Suitability, Business Process..., Metric Development, Fixed Annuities, Retirement, IRAs, Retirement Planning, Public Speaking, Sales, Financial Planning, Financial Services, Management
Education
Montana State University-Bozeman 2010 — 2012
Bachelor of Arts (B.A.), History, 3.91
WealthVest Marketing March 2013 - Present
Pie and Mighty Pizza 2011 - August 2013
Bozeman Backpacker's Hostel April 2009 - October 2009
Three Rivers Montana April 2008 - December 2008
SUWS of Idaho April 2006 - March 2008
Target March 2005 - March 2006
Target October 2004 - February 2005
Keller Williams MT Realty October 2003 - October 2004
WSA Corp 1997 - 2003
Skills
Analytic Problem Solving, Customer Service, Therapeutic..., Operational Streamlining, Process Efficiency, Suitability Analysis, Systems Analysis, Metrics Reporting, Suitability, Business Process..., Metric Development, Fixed Annuities, Retirement, IRAs, Retirement Planning, Public Speaking, Sales, Financial Planning, Financial Services, Management
Education
Montana State University-Bozeman 2010 — 2012
Bachelor of Arts (B.A.), History, 3.91
David Zander, CFP David Zander, CFP's WealthVest Marketing Experience August 2010 - August 2011
Job Steward
Industry Financial Services
Experience
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Lincoln Collins Lincoln Collins's WealthVest Marketing Experience January 2009 - Present
Job
Industry Financial Services
Experience
Gainfully January 2012 - Present
WealthVest Marketing January 2009 - Present
First Graduate January 2009 - September 2013
Trustnode July 2008 - July 2010
The Hartford April 2004 - April 2007
American Skandia 2001 - 2003
American Skandia 1998 - 2001
Skills
Financial Services, Strategy, Management, Leadership, Investments, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, Marketing, Start-ups, Entrepreneurship, Retirement, CRM, Social Media Marketing, Insurance, Sales, Life Insurance, Strategic Financial..., Lead Generation, Investment Strategies, Mutual Funds, Product Management, New Business Development, Variable Annuities, Wealth, Long-term Care, Financial Planning, Executive Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA
Trinity College-Hartford 1978 — 1982
Gainfully January 2012 - Present
WealthVest Marketing January 2009 - Present
First Graduate January 2009 - September 2013
Trustnode July 2008 - July 2010
The Hartford April 2004 - April 2007
American Skandia 2001 - 2003
American Skandia 1998 - 2001
Skills
Financial Services, Strategy, Management, Leadership, Investments, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, Marketing, Start-ups, Entrepreneurship, Retirement, CRM, Social Media Marketing, Insurance, Sales, Life Insurance, Strategic Financial..., Lead Generation, Investment Strategies, Mutual Funds, Product Management, New Business Development, Variable Annuities, Wealth, Long-term Care, Financial Planning, Executive Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
MBA
Trinity College-Hartford 1978 — 1982
Christian Ryan Ostermiller Christian Ryan Ostermiller's WealthVest Marketing Experience May 2013 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
WealthVest Marketing May 2013 - Present
Direct Satellite Solutions August 2012 - April 2013
Skills
Marketing Communications, Financial Advisory, Financial Services, Retirement Hero Radio, Automated Advisor, J.D. Mellberg..., Hybrid Annuities, United Advisors Services, Comprehensive..., Social Media Marketing, Annuity Marketing..., Business Process..., Customer Service, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Digital Marketing, Retirement Planning, Business Development, Business Strategy, Email Marketing, Analytical Skills, Includer, Team Building, Customer Satisfaction, Customer Acquisition, Business Coaching, Employee Training, Quantitative Analytics, Analytic Problem Solving, Timely Decision Making, Logical Thinker, Annuity Sales, Competition, Command, Sales, Restorative, Creative Problem Solving, Creative Solutions, Creative Strategy, Unique Marketing, Financial Planning, Investments, Leadership, Insurance, Wealth, Life Insurance, Retirement, Wealth Management, Marketing
Education
Montana State University-Bozeman 2007 — 2011
Bachelor of Science (BS), Business Marketing and Management
Montana State University-Bozeman 2007 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
WealthVest Marketing May 2013 - Present
Direct Satellite Solutions August 2012 - April 2013
Skills
Marketing Communications, Financial Advisory, Financial Services, Retirement Hero Radio, Automated Advisor, J.D. Mellberg..., Hybrid Annuities, United Advisors Services, Comprehensive..., Social Media Marketing, Annuity Marketing..., Business Process..., Customer Service, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Digital Marketing, Retirement Planning, Business Development, Business Strategy, Email Marketing, Analytical Skills, Includer, Team Building, Customer Satisfaction, Customer Acquisition, Business Coaching, Employee Training, Quantitative Analytics, Analytic Problem Solving, Timely Decision Making, Logical Thinker, Annuity Sales, Competition, Command, Sales, Restorative, Creative Problem Solving, Creative Solutions, Creative Strategy, Unique Marketing, Financial Planning, Investments, Leadership, Insurance, Wealth, Life Insurance, Retirement, Wealth Management, Marketing
Education
Montana State University-Bozeman 2007 — 2011
Bachelor of Science (BS), Business Marketing and Management
Montana State University-Bozeman 2007 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ellen Hibdon Ellen Hibdon's WealthVest Marketing Experience August 2015 - September 2015
Job Research Professional
Industry Research
Experience
WealthVest Marketing August 2015 - September 2015
University of Utah Health Sciences August 2014 - June 2015
University of Utah September 2014 - May 2015
Odyssey House of Utah September 2014 - March 2015
Intermountain Healthcare June 2013 - September 2013
Convergys July 2012 - October 2012
Weber State University January 2011 - May 2011
Weber State University May 2009 - December 2010
CallTech Communications April 2005 - July 2005
Public Interest Communications November 2004 - March 2005
Skills
Cognitive Psychology, Data Analysis, Research, Statistics, Microsoft Office, Teaching, Tutoring, Mathematics, Technical Writing, Programming, Applied Mathematics, English, Python, Psychology, Editing, Qualitative Research
Education
University of Utah 2013 — 2015
Bachelor of Science (BS), Psychology, 3.122
Weber State University 2006 — 2009
Bachelor of Arts (BA), Mathematics, 2.96
Grinnell College 1999 — 2002
Mathematics
WealthVest Marketing August 2015 - September 2015
University of Utah Health Sciences August 2014 - June 2015
University of Utah September 2014 - May 2015
Odyssey House of Utah September 2014 - March 2015
Intermountain Healthcare June 2013 - September 2013
Convergys July 2012 - October 2012
Weber State University January 2011 - May 2011
Weber State University May 2009 - December 2010
CallTech Communications April 2005 - July 2005
Public Interest Communications November 2004 - March 2005
Skills
Cognitive Psychology, Data Analysis, Research, Statistics, Microsoft Office, Teaching, Tutoring, Mathematics, Technical Writing, Programming, Applied Mathematics, English, Python, Psychology, Editing, Qualitative Research
Education
University of Utah 2013 — 2015
Bachelor of Science (BS), Psychology, 3.122
Weber State University 2006 — 2009
Bachelor of Arts (BA), Mathematics, 2.96
Grinnell College 1999 — 2002
Mathematics
Jason DeMuth Jason DeMuth's WealthVest Marketing Experience August 2012 - May 2015
Job Account Manager
Industry Insurance
Experience
CHC June 2015 - Present
WealthVest Marketing August 2012 - May 2015
Underwriting Services of America July 2011 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Project Management
Education
Grossmont College 1990 — 1992
El Capitan High School 1986 — 1990
CHC June 2015 - Present
WealthVest Marketing August 2012 - May 2015
Underwriting Services of America July 2011 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Project Management
Education
Grossmont College 1990 — 1992
El Capitan High School 1986 — 1990
Scott Hosking Scott Hosking's WealthVest Marketing Experience May 2011 - Present
Job Annuity Wholesaler at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing May 2011 - Present
InSource LLC April 2003 - April 2011
Skills
Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management, Financial Advisory, Insurance, Life Insurance, 401k, Separately Managed..., Alternative Investments, IRAs, Asset Allocation, Investment Strategies, Wealth, Investment Advisory, Securities, Investments, Relationship Management, Strategic Financial..., Long Term Care Insurance, Wealth Management..., Financial Planning
Education
Bryn Mawr College
CLU, Insurance
WealthVest Marketing May 2011 - Present
InSource LLC April 2003 - April 2011
Skills
Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management, Financial Advisory, Insurance, Life Insurance, 401k, Separately Managed..., Alternative Investments, IRAs, Asset Allocation, Investment Strategies, Wealth, Investment Advisory, Securities, Investments, Relationship Management, Strategic Financial..., Long Term Care Insurance, Wealth Management..., Financial Planning
Education
Bryn Mawr College
CLU, Insurance
Tom Kilgore Tom Kilgore's WealthVest Marketing Experience June 2010 - August 2010
Job Associate at North Point Advisors
Industry Investment Banking
Experience
North Point Advisors January 2015 - Present
Cowen and Company July 2011 - September 2014
WealthVest Marketing June 2010 - August 2010
Cumulus Networks June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Capital IQ, PowerPoint, Market Research, Management, Financial Analysis, Equities, Social Media
Education
Trinity College-Hartford 2007 — 2011
Undergraduate, Economics and English, Cumulative GPA: 3.7
Saint Ignatius (SI) College Prep High School 2003 — 2007
Town
North Point Advisors January 2015 - Present
Cowen and Company July 2011 - September 2014
WealthVest Marketing June 2010 - August 2010
Cumulus Networks June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Capital IQ, PowerPoint, Market Research, Management, Financial Analysis, Equities, Social Media
Education
Trinity College-Hartford 2007 — 2011
Undergraduate, Economics and English, Cumulative GPA: 3.7
Saint Ignatius (SI) College Prep High School 2003 — 2007
Town
Dennis Loxterman's WealthVest Marketing Experience March 2010 - Present
Job •Ability to bring products and services to meet everchanging investment requirements
Industry Financial Services
Experience
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Scottie Sharpe Scottie Sharpe's WealthVest Marketing Experience May 2010 - May 2012
Job BMW Vintage Motorcycles, Repairs, Maintenance, Restorations
Industry Arts and Crafts
Experience
Scottie's Workshop November 2012 - Present
WealthVest Marketing May 2010 - May 2012
SepiSolar March 2010 - June 2010
Amerisave Mortgage Corporation June 2007 - June 2008
AspireGold.com September 1997 - February 2008
California Association of Mortgage Brokers September 2003 - June 2005
Andrew Gerard Group January 1994 - November 1997
Laptop Publishing February 1989 - March 1992
Skills
Strategic Planning, Technology..., Strategic Improvement, Business Development, Operational Improvement, Management Consulting, Public Speaking, Software Design, CRM, Sales Process, Sales, Strategy, Selling Skills, Sales Skills Training, Sales Automation, Sales automation, SaaS, Cloud Computing, CRM Integration, Business Performance..., Social Media Marketing, Digital Marketing, Email Marketing, Sales Force Automation..., Database Marketing, Direct Marketing, Sales Operations, Virtualization..., Application Development, Application Design, Application Management, Application Lifecycle..., Application Servers, Database Administration, Operations Management, SQL database design, SQL Server, SQL, Microsoft SQL Server, Territory Management, Goldmine, SugarCRM, Hardware Support, Contract Negotiation, Friendly Demeanor, Software Development, Oral & Written..., Social Media, Entrepreneurship, Bending Spoons with my...
Education
Penn State 1987 — 1991
BA, English
Colorado Mountain College 1986 — 1987
Engineering, Mechanical
Art Institute of Philadelphia 1985 — 1986
Painting and Drawing
George School 1982 — 1986
HS, English
Newtown Friends School 1979 — 1982
Grade School, English
Scottie's Workshop November 2012 - Present
WealthVest Marketing May 2010 - May 2012
SepiSolar March 2010 - June 2010
Amerisave Mortgage Corporation June 2007 - June 2008
AspireGold.com September 1997 - February 2008
California Association of Mortgage Brokers September 2003 - June 2005
Andrew Gerard Group January 1994 - November 1997
Laptop Publishing February 1989 - March 1992
Skills
Strategic Planning, Technology..., Strategic Improvement, Business Development, Operational Improvement, Management Consulting, Public Speaking, Software Design, CRM, Sales Process, Sales, Strategy, Selling Skills, Sales Skills Training, Sales Automation, Sales automation, SaaS, Cloud Computing, CRM Integration, Business Performance..., Social Media Marketing, Digital Marketing, Email Marketing, Sales Force Automation..., Database Marketing, Direct Marketing, Sales Operations, Virtualization..., Application Development, Application Design, Application Management, Application Lifecycle..., Application Servers, Database Administration, Operations Management, SQL database design, SQL Server, SQL, Microsoft SQL Server, Territory Management, Goldmine, SugarCRM, Hardware Support, Contract Negotiation, Friendly Demeanor, Software Development, Oral & Written..., Social Media, Entrepreneurship, Bending Spoons with my...
Education
Penn State 1987 — 1991
BA, English
Colorado Mountain College 1986 — 1987
Engineering, Mechanical
Art Institute of Philadelphia 1985 — 1986
Painting and Drawing
George School 1982 — 1986
HS, English
Newtown Friends School 1979 — 1982
Grade School, English
Anna Leung Anna Leung's WealthVest Marketing Experience March 2014 - Present
Job Staff Accountant at WealthVest Marketing
Industry Wholesale
Experience
WealthVest Marketing March 2014 - Present
iTouchless June 2011 - March 2014
iTouchless February 2010 - May 2011
C&H International September 2007 - January 2010
Sodexo 2005 - 2006
Skills
Excel, Word, PowerPoint, Outlook, Eudora, Access, Quickbooks, Photoshop, Illustrator, InDesign, Team Leadership, Teamwork, Bilingual, Detail Orientation, Well-organized, Accounts Receivable, Account Reconciliation, Pivot Tables, Dreamweaver, Microsoft Excel
Education
College of San Mateo
Certificate, Graphic Design: Graphic Production
University of California, Davis 2003 — 2007
BS, Managerial Economics
University of California, Davis
Minor, Statistics
WealthVest Marketing March 2014 - Present
iTouchless June 2011 - March 2014
iTouchless February 2010 - May 2011
C&H International September 2007 - January 2010
Sodexo 2005 - 2006
Skills
Excel, Word, PowerPoint, Outlook, Eudora, Access, Quickbooks, Photoshop, Illustrator, InDesign, Team Leadership, Teamwork, Bilingual, Detail Orientation, Well-organized, Accounts Receivable, Account Reconciliation, Pivot Tables, Dreamweaver, Microsoft Excel
Education
College of San Mateo
Certificate, Graphic Design: Graphic Production
University of California, Davis 2003 — 2007
BS, Managerial Economics
University of California, Davis
Minor, Statistics
Lauren Capen Lauren Capen's WealthVest Marketing Experience May 2012 - December 2012
Job Mobile Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2014 - Present
Dow Jones January 2013 - October 2014
WealthVest Marketing May 2012 - December 2012
E*TRADE Financial January 2012 - May 2012
Ipreo January 2010 - September 2011
FactSet Research Systems October 2007 - January 2010
Skills
Product Management, Equity Capital Markets, Factset, Equities, Investment Banking, Cross-functional Team..., Business Strategy, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Dual Finance & Marketing
Ursuline Academy 1998 — 2002
E*TRADE Financial Corporation October 2014 - Present
Dow Jones January 2013 - October 2014
WealthVest Marketing May 2012 - December 2012
E*TRADE Financial January 2012 - May 2012
Ipreo January 2010 - September 2011
FactSet Research Systems October 2007 - January 2010
Skills
Product Management, Equity Capital Markets, Factset, Equities, Investment Banking, Cross-functional Team..., Business Strategy, Investments, Financial Analysis, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Dual Finance & Marketing
Ursuline Academy 1998 — 2002
Chris McAleer Chris McAleer's WealthVest Marketing Experience December 2009 - Present
Job •Help financial advisors position guaranteed income products with their clients
Industry Financial Services
Experience
WealthVest Marketing December 2009 - Present
American Skandia?Prudential Annuities 1992 - 2009
Skills
Retirement, Wealth
Education
University of Pennsylvania
BA, Economics
WealthVest Marketing December 2009 - Present
American Skandia?Prudential Annuities 1992 - 2009
Skills
Retirement, Wealth
Education
University of Pennsylvania
BA, Economics
Ashley Flynn's WealthVest Marketing Experience December 2013 - December 2014
Job WealthVest National Account Manager
Industry Financial Services
Experience
WealthVest December 2014 - Present
WealthVest Marketing December 2013 - December 2014
J Hilburn 2013 - 2013
Bank of Bozeman June 2006 - April 2007
Skills
Sales, Customer Service, Account Management, CRM, Marketing, Leadership, Training, Strategy, New Business Development, Management, Business Development, Strategic Planning, Sales Management, Competitive Analysis, Credit, Financial Services
Education
Gonzaga University 2006 — 2008
Organizational Leadership
Montana State University-Bozeman 1997 — 2002
Bachelor of Arts (B.A.), Photography
WealthVest December 2014 - Present
WealthVest Marketing December 2013 - December 2014
J Hilburn 2013 - 2013
Bank of Bozeman June 2006 - April 2007
Skills
Sales, Customer Service, Account Management, CRM, Marketing, Leadership, Training, Strategy, New Business Development, Management, Business Development, Strategic Planning, Sales Management, Competitive Analysis, Credit, Financial Services
Education
Gonzaga University 2006 — 2008
Organizational Leadership
Montana State University-Bozeman 1997 — 2002
Bachelor of Arts (B.A.), Photography
Ramil Ferro's WealthVest Marketing Experience January 2013 - Present
Job Analytics, Business Intelligence, Information Technolgy and Strategy Expert
Industry Information Technology and Services
Experience
WealthVest Marketing January 2013 - Present
Empire Multimedia Productions September 2011 - April 2012
Banzoo.com July 2011 - October 2011
Wells Fargo Bank April 2009 - August 2010
Wells Fargo Bank November 2003 - April 2009
Hewlett-Packard June 1999 - October 2003
Skills
Analytics, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Creative Strategy, Creative Writing, Customer Analysis, Data Analysis, Data Modeling, Database Administration, Database Design, Database Development, ETL, Growth Strategies, Management, Marketing Analytics, Marketing Automation, Marketing Strategy, Product Analysis, Product Development, Product Management, Project Management, Strategy, System Administration, Systems Analysis, Troubleshooting, Web Design, Web Development, Web Master, Databases, XML, Microsoft SQL Server, Oracle, Marketing, CRM, Program Management, Process Improvement, Access, Analysis, Market Research
Education
DeVry University 2001 — 2002
Bachelor's of Science, Computer Information Systems
DeVry University Fremont 1998 — 2001
Bachelor's of Science, Computer Information Systems
Academy of Art University
WealthVest Marketing January 2013 - Present
Empire Multimedia Productions September 2011 - April 2012
Banzoo.com July 2011 - October 2011
Wells Fargo Bank April 2009 - August 2010
Wells Fargo Bank November 2003 - April 2009
Hewlett-Packard June 1999 - October 2003
Skills
Analytics, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Creative Strategy, Creative Writing, Customer Analysis, Data Analysis, Data Modeling, Database Administration, Database Design, Database Development, ETL, Growth Strategies, Management, Marketing Analytics, Marketing Automation, Marketing Strategy, Product Analysis, Product Development, Product Management, Project Management, Strategy, System Administration, Systems Analysis, Troubleshooting, Web Design, Web Development, Web Master, Databases, XML, Microsoft SQL Server, Oracle, Marketing, CRM, Program Management, Process Improvement, Access, Analysis, Market Research
Education
DeVry University 2001 — 2002
Bachelor's of Science, Computer Information Systems
DeVry University Fremont 1998 — 2001
Bachelor's of Science, Computer Information Systems
Academy of Art University
Rob Hutchins's WealthVest Marketing Experience October 2012 - March 2014
Job Agent Recruitment/Activation at Connexion Point (Aetna)
Industry Financial Services
Experience
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Alan Osborne's WealthVest Marketing Experience October 2011 - Present
Job Regional Sales Director at WealthVest Marketing
Industry Insurance
Experience
WealthVest Marketing October 2011 - Present
Independent Contractor January 2010 - Present
Alllstate June 2008 - December 2009
Protective Life May 2007 - August 2009
RBC Insurance 2004 - 2007
Skills
Finance, Retirement, Investments, Banking, Financial Advisory, Financial Services, Fixed Annuities, Mutual Funds, Personal Finance, Securities, Retirement Planning, Strategic Financial..., Wealth Management
Education
University of Hartford 1965 — 1971
bachelor of arts, literature
University of Hartford 1965 — 1971
masters, urban education
WealthVest Marketing October 2011 - Present
Independent Contractor January 2010 - Present
Alllstate June 2008 - December 2009
Protective Life May 2007 - August 2009
RBC Insurance 2004 - 2007
Skills
Finance, Retirement, Investments, Banking, Financial Advisory, Financial Services, Fixed Annuities, Mutual Funds, Personal Finance, Securities, Retirement Planning, Strategic Financial..., Wealth Management
Education
University of Hartford 1965 — 1971
bachelor of arts, literature
University of Hartford 1965 — 1971
masters, urban education
Michael Strayhorn, CIMA, CRPC's WealthVest Marketing Experience June 2014 - Present
Job WealthVest Marketing Retirement Income Consultant servicing FAs, Agents, RIAs & Financial Planners
Industry Financial Services
Experience
WealthVest Marketing June 2014 - Present
6001 Silver Star Partners, LLC September 2012 - July 2013
Lincoln Financial Group January 2011 - September 2012
Lincoln Financial Group January 2010 - January 2011
Merrill Lynch / Bank of America June 2007 - April 2009
Merrill Lynch April 2004 - May 2007
Morgan Stanley Investment Management January 1997 - May 2002
Leading Wall St. Firms June 1986 - December 1996
Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities
Education
Penn State University
Master of Business Administration (MBA), Finance
The College of William and Mary
Bachelor of Arts (BA), Economics
WealthVest Marketing June 2014 - Present
6001 Silver Star Partners, LLC September 2012 - July 2013
Lincoln Financial Group January 2011 - September 2012
Lincoln Financial Group January 2010 - January 2011
Merrill Lynch / Bank of America June 2007 - April 2009
Merrill Lynch April 2004 - May 2007
Morgan Stanley Investment Management January 1997 - May 2002
Leading Wall St. Firms June 1986 - December 1996
Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities
Education
Penn State University
Master of Business Administration (MBA), Finance
The College of William and Mary
Bachelor of Arts (BA), Economics
Les Sutherland's WealthVest Marketing Experience January 2009 - Present
Job National Account Manager at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing January 2009 - Present
The Sutherland Group January 2009 - 2012
Metlife Investors January 2006 - December 2008
Metlife Investors Distribution Company March 2001 - December 2005
American Skandia June 1994 - March 2002
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Financial Advisory, 401k, Wealth Management, Investments, Asset Allocation, Life Insurance, IRAs, Series 7, Insurance, Marketing, Investment Strategies, Strategic Financial..., Estate Planning, Management, Securities, Series 63, Variable Annuities, Investment Advisory, Wealth, Series 6, Alternative Investments, Long-term Care, Financial Services, Term Life Insurance, Series 65, Financial Planning
Education
University of Mississippi 1971 — 1975
liberal arts
WealthVest Marketing January 2009 - Present
The Sutherland Group January 2009 - 2012
Metlife Investors January 2006 - December 2008
Metlife Investors Distribution Company March 2001 - December 2005
American Skandia June 1994 - March 2002
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Financial Advisory, 401k, Wealth Management, Investments, Asset Allocation, Life Insurance, IRAs, Series 7, Insurance, Marketing, Investment Strategies, Strategic Financial..., Estate Planning, Management, Securities, Series 63, Variable Annuities, Investment Advisory, Wealth, Series 6, Alternative Investments, Long-term Care, Financial Services, Term Life Insurance, Series 65, Financial Planning
Education
University of Mississippi 1971 — 1975
liberal arts
John Duchien's WealthVest Marketing Experience May 2011 - July 2013
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
WealthVest Marketing May 2011 - July 2013
Duchien Financial, LLC May 2011 - July 2013
Ash InSource June 2003 - April 2011
Jackson National October 1999 - June 2000
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Retirement, Mutual Funds, Financial Services, Finance, Variable Annuities, Long-term Care, Wealth Management, Term Life Insurance, Marketing, Series 7, Series 63, Strategic Financial..., Investments, Strategy, Disability Insurance, 401k, Annuity Sales, Indexed Annuities, Relationship Management, Series 6, Financial Planners, Financial Advisory, Financial Planning
Education
Taylor University 1979 — 1982
BS, Business/Systems Analysis
Ash Brokerage July 2013 - Present
WealthVest Marketing May 2011 - July 2013
Duchien Financial, LLC May 2011 - July 2013
Ash InSource June 2003 - April 2011
Jackson National October 1999 - June 2000
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Retirement, Mutual Funds, Financial Services, Finance, Variable Annuities, Long-term Care, Wealth Management, Term Life Insurance, Marketing, Series 7, Series 63, Strategic Financial..., Investments, Strategy, Disability Insurance, 401k, Annuity Sales, Indexed Annuities, Relationship Management, Series 6, Financial Planners, Financial Advisory, Financial Planning
Education
Taylor University 1979 — 1982
BS, Business/Systems Analysis
Thomas Charles Griffin's WealthVest Marketing Experience January 2014 - Present
Job Programmer / Analyst at WealthVest Marketing
Industry Computer Software
Experience
WealthVest Marketing January 2014 - Present
City College of San Francisco August 2009 - January 2014
Conwest Resources / Falcon Video January 2002 - January 2003
Baker Hughes July 2000 - August 2001
Getronics / Cirrus Logic Inc January 1999 - January 2000
Alternative Resource Corporation / Equistar/Lyondell Petrochemicals January 1997 - January 1999
Skills
C++, Java, Unix, Unix Shell Scripting, Python, MySQL, MySQL DBA, Oracle SQL, Linux, Android Development, Project Management, Technical Support, Business Communications, Networking, Data Analysis, Databases, Database Administration, Data Modeling, Business Meetings, Business Development, Customer Service, Customer Support, System Administration, Testing, Oracle, OS X, Android
Education
City College of San Francisco 2009 — 2013
Certifications, Java, Android, UNIX/Linux System Admin, LAMP, MySQL & Oracle DBs, 3.8 GPA
University of Iowa 1990 — 1995
Bachelor of Arts, Communication Studies
Buena Vista University 1985 — 1987
Physics
WealthVest Marketing January 2014 - Present
City College of San Francisco August 2009 - January 2014
Conwest Resources / Falcon Video January 2002 - January 2003
Baker Hughes July 2000 - August 2001
Getronics / Cirrus Logic Inc January 1999 - January 2000
Alternative Resource Corporation / Equistar/Lyondell Petrochemicals January 1997 - January 1999
Skills
C++, Java, Unix, Unix Shell Scripting, Python, MySQL, MySQL DBA, Oracle SQL, Linux, Android Development, Project Management, Technical Support, Business Communications, Networking, Data Analysis, Databases, Database Administration, Data Modeling, Business Meetings, Business Development, Customer Service, Customer Support, System Administration, Testing, Oracle, OS X, Android
Education
City College of San Francisco 2009 — 2013
Certifications, Java, Android, UNIX/Linux System Admin, LAMP, MySQL & Oracle DBs, 3.8 GPA
University of Iowa 1990 — 1995
Bachelor of Arts, Communication Studies
Buena Vista University 1985 — 1987
Physics
Henry Mok's WealthVest Marketing Experience August 2010 - December 2010
Job Technical Recruiter at PT Systems
Industry Higher Education
Experience
PT Systems October 2014 - Present
Eat24 April 2014 - October 2014
Celerity Consulting Group January 2011 - January 2012
WealthVest Marketing August 2010 - December 2010
San Francisco State University January 2009 - December 2010
PG&E October 2008 - November 2008
Summer School of Truth October 2008 - November 2008
Skills
Event Planning, Facebook, Public Speaking, Management, Marketing, Social Media, Research, Microsoft Word, Data Analysis
Education
Living Stream Ministry- Non-Profit Leadership Training 2011 — 2013
San Francisco State University 2006 — 2010
Bachelor of Science (B.S.), Business Marketing, 3.56 (Dean's List)
George Washington High School
San Francisco State University
Bachelor of Science, Business Marketing
PT Systems October 2014 - Present
Eat24 April 2014 - October 2014
Celerity Consulting Group January 2011 - January 2012
WealthVest Marketing August 2010 - December 2010
San Francisco State University January 2009 - December 2010
PG&E October 2008 - November 2008
Summer School of Truth October 2008 - November 2008
Skills
Event Planning, Facebook, Public Speaking, Management, Marketing, Social Media, Research, Microsoft Word, Data Analysis
Education
Living Stream Ministry- Non-Profit Leadership Training 2011 — 2013
San Francisco State University 2006 — 2010
Bachelor of Science (B.S.), Business Marketing, 3.56 (Dean's List)
George Washington High School
San Francisco State University
Bachelor of Science, Business Marketing
Matthew Roberts Annuity Marketing Consultant's WealthVest Marketing Experience 2012 - 2012
Job President and CEO at Freedom A.M. LLC
Industry Investment Management
Experience
Freedom A.M. LLC June 2012 - Present
BHC Marketing August 2010 - June 2012
WealthVest Marketing 2012 - 2012
U.S. Army July 2000 - May 2009
Education
Lone Star College System 2010 — 2011
General Studies
San Jacinto College 2004 — 2005
Emergency Medical Technician, Medical
Freedom A.M. LLC June 2012 - Present
BHC Marketing August 2010 - June 2012
WealthVest Marketing 2012 - 2012
U.S. Army July 2000 - May 2009
Education
Lone Star College System 2010 — 2011
General Studies
San Jacinto College 2004 — 2005
Emergency Medical Technician, Medical
Rebecca Jewell's WealthVest Marketing Experience February 2014 - May 2015
Job Finance Coordinator at Access Communications
Industry Translation and Localization
Experience
Access Communications May 2015 - Present
WealthVest Marketing February 2014 - May 2015
Advsor November 2013 - February 2014
The Battery August 2013 - November 2013
LUZ, Inc. December 2012 - August 2013
LUZ, Inc. June 2012 - December 2012
The Hideaway October 2011 - April 2012
Lake Coeur d Alene Cruises May 2006 - September 2011
University of Idaho August 2006 - December 2009
Skills
Payroll, Accounting, Accounts Payable, Microsoft Office, Invoicing, Human Resources, Bartending, QuickBooks, Vendor Relationships, Microsoft Excel, Financial Analysis, Financial Reporting, Accounts Receivable, Revenue Analysis, Budget Forecasts
Education
University of Idaho 2005 — 2009
Bachelor of Science, Human Resources and Management
Access Communications May 2015 - Present
WealthVest Marketing February 2014 - May 2015
Advsor November 2013 - February 2014
The Battery August 2013 - November 2013
LUZ, Inc. December 2012 - August 2013
LUZ, Inc. June 2012 - December 2012
The Hideaway October 2011 - April 2012
Lake Coeur d Alene Cruises May 2006 - September 2011
University of Idaho August 2006 - December 2009
Skills
Payroll, Accounting, Accounts Payable, Microsoft Office, Invoicing, Human Resources, Bartending, QuickBooks, Vendor Relationships, Microsoft Excel, Financial Analysis, Financial Reporting, Accounts Receivable, Revenue Analysis, Budget Forecasts
Education
University of Idaho 2005 — 2009
Bachelor of Science, Human Resources and Management
Dillon Haskell's WealthVest Marketing Experience February 2014 - Present
Job Lead Project Coordinator at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing February 2014 - Present
United States Senate May 2013 - August 2013
Montana State University October 2011 - November 2012
Skills
Higher Education, Grant Writing, Public Speaking, Research, Microsoft Office, Statistics, Science, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Event Planning
Education
Montana State University-Bozeman 2010 — 2015
Bachelor of Science (BS), Business, Finance
WealthVest Marketing February 2014 - Present
United States Senate May 2013 - August 2013
Montana State University October 2011 - November 2012
Skills
Higher Education, Grant Writing, Public Speaking, Research, Microsoft Office, Statistics, Science, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Event Planning
Education
Montana State University-Bozeman 2010 — 2015
Bachelor of Science (BS), Business, Finance
Rand Pointer's WealthVest Marketing Experience February 2014 - Present
Job Regional Director at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing February 2014 - Present
Destra Capital June 2013 - February 2014
MetLife January 2010 - November 2012
AXA July 1998 - January 2010
North Star Marketing October 1990 - February 1998
Duncan-Williams, Inc. August 1987 - October 1989
Skills
Series 6, Series 63, Life Insurance, Accident Insurance, Variable Annuities, professional public..., Lifetime Income..., Mutual Funds, Long Term Care Insurance, Investment Banking, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Insurance, Fixed Annuities, Investments, Public Speaking
Education
The University of Memphis 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General, 2.2
WealthVest Marketing February 2014 - Present
Destra Capital June 2013 - February 2014
MetLife January 2010 - November 2012
AXA July 1998 - January 2010
North Star Marketing October 1990 - February 1998
Duncan-Williams, Inc. August 1987 - October 1989
Skills
Series 6, Series 63, Life Insurance, Accident Insurance, Variable Annuities, professional public..., Lifetime Income..., Mutual Funds, Long Term Care Insurance, Investment Banking, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Insurance, Fixed Annuities, Investments, Public Speaking
Education
The University of Memphis 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General, 2.2