Western Reserve Life
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Western Reserve Life Employees
Employee
Years
Job
Industry
Elisabeth Sheats Elisabeth Sheats's Western Reserve Life Experience April 2002 - June 2002
Job Bookkeeper at Self Employed
Industry Financial Services
Experience
Small Business Concerns December 2012 - Present
Self Employed October 2008 - Present
Blue Cross Blue Shield of Alabama April 2004 - April 2006
Western Reserve Life April 2002 - June 2002
Skills
Microsoft Access, Microsoft Excel, VBA, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Academic Tutoring, Visual Basic, Account Reconciliation
Education
Florida State University 2001 — 2003
Bachelor's degree, Actuarial Science, Cum Laude
Tallahassee Community College 1997 — 1999
Associate of Arts (A.A.), General Studies, 3.85
Small Business Concerns December 2012 - Present
Self Employed October 2008 - Present
Blue Cross Blue Shield of Alabama April 2004 - April 2006
Western Reserve Life April 2002 - June 2002
Skills
Microsoft Access, Microsoft Excel, VBA, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML, Academic Tutoring, Visual Basic, Account Reconciliation
Education
Florida State University 2001 — 2003
Bachelor's degree, Actuarial Science, Cum Laude
Tallahassee Community College 1997 — 1999
Associate of Arts (A.A.), General Studies, 3.85
Jim Dillistone Jim Dillistone's Western Reserve Life Experience 1998 - 2003
Job Branch Sales Manager at Bankers Life and Casualty
Industry Insurance
Experience
Bankers Life and Casualty June 2011 - Present
Bankers Life and Casualty November 2004 - June 2011
Western Reserve Life 1998 - 2003
Skills
Budgets, Leadership Development, PowerPoint, Inventory Management, Microsoft Word, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Insurance
Education
Marshall University 1972 — 1975
Huntington High School
Bankers Life and Casualty June 2011 - Present
Bankers Life and Casualty November 2004 - June 2011
Western Reserve Life 1998 - 2003
Skills
Budgets, Leadership Development, PowerPoint, Inventory Management, Microsoft Word, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Insurance
Education
Marshall University 1972 — 1975
Huntington High School
Mario Lee Mario Lee's Western Reserve Life Experience April 2007 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Western Reserve Life April 2007 - August 2007
Western Reserve Life April 2007 - August 2007
Transamerica Financial Advisors August 2003 - April 2007
Sungard Trading Systems/Brass October 2000 - August 2003
SunGard Trading Systems/BRASS October 2000 - August 2003
Bank of America, BA Investment Services June 1998 - November 1999
Bank of America June 1998 - November 1999
Bank of America, BA Investment Services November 1997 - June 1998
Chancellor LGT Asset Management August 1996 - November 1997
GT Global 1996 - 1997
Skills
Asset Allocation, Financial Markets, Trading, Fixed Annuities, Marketing, Equities, Investments, Strategic Financial..., Fixed Income, Sales, Series 63
Education
California State University-Long Beach 1985 — 1989
BA, Economics
St.Joseph's the Worker 1970 — 1978
Economics California State University, Long Beach
St. Mary's College High School
Western Reserve Life April 2007 - August 2007
Western Reserve Life April 2007 - August 2007
Transamerica Financial Advisors August 2003 - April 2007
Sungard Trading Systems/Brass October 2000 - August 2003
SunGard Trading Systems/BRASS October 2000 - August 2003
Bank of America, BA Investment Services June 1998 - November 1999
Bank of America June 1998 - November 1999
Bank of America, BA Investment Services November 1997 - June 1998
Chancellor LGT Asset Management August 1996 - November 1997
GT Global 1996 - 1997
Skills
Asset Allocation, Financial Markets, Trading, Fixed Annuities, Marketing, Equities, Investments, Strategic Financial..., Fixed Income, Sales, Series 63
Education
California State University-Long Beach 1985 — 1989
BA, Economics
St.Joseph's the Worker 1970 — 1978
Economics California State University, Long Beach
St. Mary's College High School
Robin Tuttle Robin Tuttle's Western Reserve Life Experience March 1996 - August 1996
Job Of Counsel at Herman & Whiteaker, LLC
Industry Telecommunications
Experience
Herman & Whiteaker, LLC September 2013 - Present
Karen Brinkmann PLLC September 2011 - September 2013
FairPoint Communications July 2006 - September 2011
USTelecom May 2002 - July 2006
Mintz Levin July 2000 - May 2002
Bennet & Bennet, PLLC January 1999 - June 2000
MCI March 1997 - January 1999
Bureau of National Affairs September 1996 - March 1997
Western Reserve Life March 1996 - August 1996
Uiterwyk & Associates October 1994 - March 1996
Education
George Mason University School of Law 1990 — 1994
JD, Law
Randolph College 1982 — 1986
B.A., International Relations, French
American University
Herman & Whiteaker, LLC September 2013 - Present
Karen Brinkmann PLLC September 2011 - September 2013
FairPoint Communications July 2006 - September 2011
USTelecom May 2002 - July 2006
Mintz Levin July 2000 - May 2002
Bennet & Bennet, PLLC January 1999 - June 2000
MCI March 1997 - January 1999
Bureau of National Affairs September 1996 - March 1997
Western Reserve Life March 1996 - August 1996
Uiterwyk & Associates October 1994 - March 1996
Education
George Mason University School of Law 1990 — 1994
JD, Law
Randolph College 1982 — 1986
B.A., International Relations, French
American University
Jake Craig's Western Reserve Life Experience June 2008 - September 2009
Job VP Marketing Services
Industry Financial Services
Experience
Transamerica Agency Network, Inc. July 2014 - Present
World Financial Group (WFG) April 2012 - July 2014
World Financial Group (WFG) November 2011 - April 2012
World Financial Group (WFG) January 2011 - November 2011
World Financial Group (WFG) September 2009 - January 2011
Western Reserve Life June 2008 - September 2009
Skills
Insurance
Education
Drake University 2004 — 2008
Marketing, Concentration in Insurance
Transamerica Agency Network, Inc. July 2014 - Present
World Financial Group (WFG) April 2012 - July 2014
World Financial Group (WFG) November 2011 - April 2012
World Financial Group (WFG) January 2011 - November 2011
World Financial Group (WFG) September 2009 - January 2011
Western Reserve Life June 2008 - September 2009
Skills
Insurance
Education
Drake University 2004 — 2008
Marketing, Concentration in Insurance
Terry Garvin Terry Garvin's Western Reserve Life Experience 1981 - 2003
Job Managing Partner GFA Financial Group, LLC Investment Advisor Representative for Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
GFA Financial Group, LLC June 2003 - Present
Transamerica Financial Advisors, Inc. 1981 - Present
Inter securities,Inc 1985 - 2003
Idex Mutual Fund 1985 - 2003
Western Reserve Life 1981 - 2003
Skills
401k, Retirement Planning, Retirement, Investments, Financial Planning, Estate Planning, Insurance, Investment Advisory, Fixed Annuities, Asset Allocation, Term Life Insurance, Series 63, Wealth Management, IRAs, Mutual Funds, FINRA, Disability Insurance, Life Insurance, 401k Rollovers, Bonds, Investment Strategies, Strategic Financial..., Series 7, Financial Advisory, Securities, Series 6, Employee Benefits, Financial Planners, Wealth, Roth IRA, Variable Annuities, Long Term Care Insurance, Long-term Care, Finance, Financial Services, Wealth Management..., Series 24, Profit Sharing, Personal Financial..., Asset Management, Investment Management, ETFs, Defined Benefit, Pensions, Stocks, Portfolio Management, Series 65, Wealth Accumulation, Retirement Plan..., Alternative Investments
Education
Central College 1969 — 1972
Bachelor's degree, Business Administration and Management, General
GFA Financial Group, LLC June 2003 - Present
Transamerica Financial Advisors, Inc. 1981 - Present
Inter securities,Inc 1985 - 2003
Idex Mutual Fund 1985 - 2003
Western Reserve Life 1981 - 2003
Skills
401k, Retirement Planning, Retirement, Investments, Financial Planning, Estate Planning, Insurance, Investment Advisory, Fixed Annuities, Asset Allocation, Term Life Insurance, Series 63, Wealth Management, IRAs, Mutual Funds, FINRA, Disability Insurance, Life Insurance, 401k Rollovers, Bonds, Investment Strategies, Strategic Financial..., Series 7, Financial Advisory, Securities, Series 6, Employee Benefits, Financial Planners, Wealth, Roth IRA, Variable Annuities, Long Term Care Insurance, Long-term Care, Finance, Financial Services, Wealth Management..., Series 24, Profit Sharing, Personal Financial..., Asset Management, Investment Management, ETFs, Defined Benefit, Pensions, Stocks, Portfolio Management, Series 65, Wealth Accumulation, Retirement Plan..., Alternative Investments
Education
Central College 1969 — 1972
Bachelor's degree, Business Administration and Management, General
T. David Doll T. David Doll's Western Reserve Life Experience August 2007 - February 2008
Job Vice President of Client Relations at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group January 2011 - Present
Transamerica Financial Advisors, Inc. (A Member of the AEGON Group) January 2010 - October 2010
InterSecurities, Inc. February 2008 - January 2010
Western Reserve Life August 2007 - February 2008
Western Reserve Life July 2005 - August 2007
Western Reserve Life June 2004 - July 2005
InterSecurities, Inc. March 2001 - June 2004
Skills
Insurance, Investments, Sales, Life Insurance, Series 6, Variable Annuities, Financial Services, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Customer Service, Asset Allocation, Financial Advisory, Securities, Relationship Management, Management, Marketing, Process Improvement, Series 7, Training, Business Development, 401k, Financial Planning
Education
Appalachian State University
Financial Solutions Group January 2011 - Present
Transamerica Financial Advisors, Inc. (A Member of the AEGON Group) January 2010 - October 2010
InterSecurities, Inc. February 2008 - January 2010
Western Reserve Life August 2007 - February 2008
Western Reserve Life July 2005 - August 2007
Western Reserve Life June 2004 - July 2005
InterSecurities, Inc. March 2001 - June 2004
Skills
Insurance, Investments, Sales, Life Insurance, Series 6, Variable Annuities, Financial Services, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Customer Service, Asset Allocation, Financial Advisory, Securities, Relationship Management, Management, Marketing, Process Improvement, Series 7, Training, Business Development, 401k, Financial Planning
Education
Appalachian State University
Maureen Henry, MBA Maureen Henry, MBA's Western Reserve Life Experience January 2001 - May 2006
Job Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
MAK Transcription Services, Inc. June 2006 - April 2011
Western Reserve Life January 2001 - May 2006
Raymond James Financial Inc. February 1999 - January 2001
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investments, Sales, Customer Service, Financial Services, Portfolio Management, Insurance, Securities
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Petersburg College 1997 — 1999
Associate of Arts (AA)
Ameriprise Financial Services, Inc. April 2011 - Present
MAK Transcription Services, Inc. June 2006 - April 2011
Western Reserve Life January 2001 - May 2006
Raymond James Financial Inc. February 1999 - January 2001
Skills
Series 7, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Investments, Sales, Customer Service, Financial Services, Portfolio Management, Insurance, Securities
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
St. Petersburg College 1997 — 1999
Associate of Arts (AA)
Jim Stoddard, MBA, ChFC, CLU Jim Stoddard, MBA, ChFC, CLU's Western Reserve Life Experience 2004 - 2006
Job CEO at Incight Financial Alliance
Industry Financial Services
Experience
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Gary Dziubek CLU ChFC LUTCF FLMI FFSI Gary Dziubek CLU ChFC LUTCF FLMI FFSI's Western Reserve Life Experience February 2001 - October 2008
Job Business Development Consultant at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Financial Life Insurance Company October 2008 - Present
Transamerica Life Insurance Company 2001 - Present
Western Reserve Life February 2001 - October 2008
Prudential September 1982 - December 1997
Skills
Management, Investments, Team Building, Estate Planning, Insurance, Sales Management, Mutual Funds, Retirement Planning, Business Development, Fixed Annuities, Life Insurance, Series 63, Process Improvement, Business Analysis, Wealth Management, Risk Management, Series 6, 401k, Financial Services, Sales, Strategic Financial..., Investment Advisory, Securities, Retirement, Financial Advisory, Series 7, Term Life Insurance, Team Leadership, Customer Service, Disability Insurance
Education
American College 1988 — 2003
CLU ChFC LUTCF, Life Insurance and Financial Planning
The American College 1984 — 1997
CLU ChFC , Life Insurance & Financial Planning
Transamerica Financial Life Insurance Company October 2008 - Present
Transamerica Life Insurance Company 2001 - Present
Western Reserve Life February 2001 - October 2008
Prudential September 1982 - December 1997
Skills
Management, Investments, Team Building, Estate Planning, Insurance, Sales Management, Mutual Funds, Retirement Planning, Business Development, Fixed Annuities, Life Insurance, Series 63, Process Improvement, Business Analysis, Wealth Management, Risk Management, Series 6, 401k, Financial Services, Sales, Strategic Financial..., Investment Advisory, Securities, Retirement, Financial Advisory, Series 7, Term Life Insurance, Team Leadership, Customer Service, Disability Insurance
Education
American College 1988 — 2003
CLU ChFC LUTCF, Life Insurance and Financial Planning
The American College 1984 — 1997
CLU ChFC , Life Insurance & Financial Planning
Lawrence Roemer Lawrence Roemer's Western Reserve Life Experience April 2006 - April 2010
Job Agency Manager at Living Benefit Solutions
Industry Financial Services
Experience
Living Benefit Solutions June 2015 - Present
Transamerica July 2013 - June 2015
Transamerica Financial Advisors, Inc. April 2010 - July 2013
Western Reserve Life April 2006 - April 2010
Donahue Macchia Ray, LLC June 2002 - February 2005
Education
University of South Florida - College of Business Administration 2006 — 2010
Finance, Finance, Economics, International Business
Living Benefit Solutions June 2015 - Present
Transamerica July 2013 - June 2015
Transamerica Financial Advisors, Inc. April 2010 - July 2013
Western Reserve Life April 2006 - April 2010
Donahue Macchia Ray, LLC June 2002 - February 2005
Education
University of South Florida - College of Business Administration 2006 — 2010
Finance, Finance, Economics, International Business
Paul Sanchez-Masi's Western Reserve Life Experience June 1999 - November 2002
Job VP Product Pricing at Transamerica Life and Protection
Industry Financial Services
Experience
Transamerica June 2010 - Present
AEGON June 2008 - July 2010
AEGON December 2002 - May 2008
Western Reserve Life June 1999 - November 2002
Ameritas September 1997 - March 1999
Skills
Life Insurance and..., Life and Health..., Life Insurance and..., FSA, Actuarial, Pricing, Financial Reporting, Valuation, Financial Modeling, Insurance, Annuity, Product Development
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science, Actuarial Science
Transamerica June 2010 - Present
AEGON June 2008 - July 2010
AEGON December 2002 - May 2008
Western Reserve Life June 1999 - November 2002
Ameritas September 1997 - March 1999
Skills
Life Insurance and..., Life and Health..., Life Insurance and..., FSA, Actuarial, Pricing, Financial Reporting, Valuation, Financial Modeling, Insurance, Annuity, Product Development
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science, Actuarial Science
Vincent Pavone's Western Reserve Life Experience June 2002 - September 2005
Job Director Of Marketing at Western Reserve Life/AEGON USA
Industry Insurance
Experience
Western Reserve Life/AEGON USA September 2005 - Present
Western Reserve Life June 2002 - September 2005
Western Reserve Life June 1998 - June 2002
Skills
Insurance, Team Building, Public Speaking, Marketing Strategy, Marketing Communications, Marketing, Strategic Planning, Customer Service, Project Management, Analysis, Email Marketing, Leadership, Management, Business Analysis, Account Management, Strategy, Process Improvement, Advertising
Education
University of South Florida 2001 — 2005
Bachelor of Science, Marketing
Western Reserve Life/AEGON USA September 2005 - Present
Western Reserve Life June 2002 - September 2005
Western Reserve Life June 1998 - June 2002
Skills
Insurance, Team Building, Public Speaking, Marketing Strategy, Marketing Communications, Marketing, Strategic Planning, Customer Service, Project Management, Analysis, Email Marketing, Leadership, Management, Business Analysis, Account Management, Strategy, Process Improvement, Advertising
Education
University of South Florida 2001 — 2005
Bachelor of Science, Marketing
Howard Jonas's Western Reserve Life Experience April 2007 - February 2009
Job President of Trinity Wealth Management
Industry Financial Services
Experience
Trinity Wealth Management February 2009 - Present
Western Reserve Life April 2007 - February 2009
Skills
Retirement Planning, Estate Planning, Mutual Funds, Financial Advisory, Insurance, Training, Business Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Retirement, 401k, Risk Management, Health Insurance, Life Insurance, Small Business, Investments, Financial Planners, Sales, Disability Insurance, Sales Process, Long-term Care, Term Life Insurance, IRAs, Series 7, Series 6, Wealth, Financial Services, Long Term Care Insurance, Series 63
Education
University of Maryland University College 2010 — 2013
BA, Accounting
University of Massachusetts Boston 1994 — 1996
BA, History/ Teaching Certificate
Northeastern University 1987 — 1992
BS, Criminal Justice
Trinity Wealth Management February 2009 - Present
Western Reserve Life April 2007 - February 2009
Skills
Retirement Planning, Estate Planning, Mutual Funds, Financial Advisory, Insurance, Training, Business Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Retirement, 401k, Risk Management, Health Insurance, Life Insurance, Small Business, Investments, Financial Planners, Sales, Disability Insurance, Sales Process, Long-term Care, Term Life Insurance, IRAs, Series 7, Series 6, Wealth, Financial Services, Long Term Care Insurance, Series 63
Education
University of Maryland University College 2010 — 2013
BA, Accounting
University of Massachusetts Boston 1994 — 1996
BA, History/ Teaching Certificate
Northeastern University 1987 — 1992
BS, Criminal Justice
Paul Samuels's Western Reserve Life Experience January 1991 - July 2003
Job Director Advanced Strategies at RiverSource Life Insurance
Industry Financial Services
Experience
RiverSource Life Insurance 2009 - Present
Pacific Life August 2003 - April 2009
Western Reserve Life January 1991 - July 2003
Prudential Insurance Company July 1998 - August 2000
The Garlikov Companies July 1988 - June 1991
CCI Financial Group June 1983 - May 1988
Independent August 1980 - June 1983
National Bank of Maryland September 1977 - July 1980
Skills
Estate Planning, Fixed Annuities, Investments, Insurance, Securities, Employee Benefits, Financial Planners, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Succession Planning, 401k, Asset Allocation, Series 63, Series 7, Retirement, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management, Mutual Funds
Education
Georgetown University Law Center 1977 — 1980
LLM, Law
University of Maryland School of Law 1973 — 1976
JD, Law
RiverSource Life Insurance 2009 - Present
Pacific Life August 2003 - April 2009
Western Reserve Life January 1991 - July 2003
Prudential Insurance Company July 1998 - August 2000
The Garlikov Companies July 1988 - June 1991
CCI Financial Group June 1983 - May 1988
Independent August 1980 - June 1983
National Bank of Maryland September 1977 - July 1980
Skills
Estate Planning, Fixed Annuities, Investments, Insurance, Securities, Employee Benefits, Financial Planners, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Succession Planning, 401k, Asset Allocation, Series 63, Series 7, Retirement, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management, Mutual Funds
Education
Georgetown University Law Center 1977 — 1980
LLM, Law
University of Maryland School of Law 1973 — 1976
JD, Law
Paulson Irene's Western Reserve Life Experience 1994 - 2003
Job Sr. Underwriting Consultant at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company August 2014 - Present
First Protective August 2008 - August 2014
Protective Life July 2005 - August 2008
Western Reserve Life 1994 - 2003
Skills
Risk Management, Underwriting, Term Life Insurance, Insurance, Financial Risk, Life Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Wealth, Critical Illness, Retirement, Investments, Relationship Management, Claim, Employee Benefits, Strategic Planning, Health Insurance, IRAs, 401k, Series 6, Long Term Care Insurance, Whole Life, Financial Services, Universal Life, Financial Advisory, Financial Planners, General Insurance, Wealth Management, Property & Casualty..., Reinsurance, Sales, Series 63, Brokers, Mutual Funds
Education
LOMA 2005 — 2012
ACS, AALU, Customer Service and Advanced Life Underwriting
Eckerd College 2002 — 2005
B.A., Human Development
Transamerica Life Insurance Company August 2014 - Present
First Protective August 2008 - August 2014
Protective Life July 2005 - August 2008
Western Reserve Life 1994 - 2003
Skills
Risk Management, Underwriting, Term Life Insurance, Insurance, Financial Risk, Life Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Wealth, Critical Illness, Retirement, Investments, Relationship Management, Claim, Employee Benefits, Strategic Planning, Health Insurance, IRAs, 401k, Series 6, Long Term Care Insurance, Whole Life, Financial Services, Universal Life, Financial Advisory, Financial Planners, General Insurance, Wealth Management, Property & Casualty..., Reinsurance, Sales, Series 63, Brokers, Mutual Funds
Education
LOMA 2005 — 2012
ACS, AALU, Customer Service and Advanced Life Underwriting
Eckerd College 2002 — 2005
B.A., Human Development
Pam Senk, MBA, CLU, ChFC's Western Reserve Life Experience May 1999 - March 2010
Job Personal Financial Representative Allstate Financial Services
Industry Financial Services
Experience
Allstate 2011 - Present
Western Reserve Life May 1999 - March 2010
Skills
Retirement, Insurance, Strategic Financial..., Fixed Annuities, Disability Insurance, Retirement Planning, Investments, Leadership, Life Insurance, Term Life Insurance, Mutual Funds, Long-term Care, IRAs, Financial Services, Project Management, Series 6
Education
School name:
University of Connecticut
BA, Liberal Arts
University of Hartford
MBA, Marketing
Allstate 2011 - Present
Western Reserve Life May 1999 - March 2010
Skills
Retirement, Insurance, Strategic Financial..., Fixed Annuities, Disability Insurance, Retirement Planning, Investments, Leadership, Life Insurance, Term Life Insurance, Mutual Funds, Long-term Care, IRAs, Financial Services, Project Management, Series 6
Education
School name:
University of Connecticut
BA, Liberal Arts
University of Hartford
MBA, Marketing
Gary Dziubek's Western Reserve Life Experience February 2001 - Present
Job Business Development Consultant at Western Reserve Life
Industry
Experience
Western Reserve Life February 2001 - Present
Education
The American College 1988 — 2008
CLU ChFC LUTCF FLMI FFSI, Life Insurance and Financial Planning
Western Reserve Life February 2001 - Present
Education
The American College 1988 — 2008
CLU ChFC LUTCF FLMI FFSI, Life Insurance and Financial Planning
Ronald Cowart's Western Reserve Life Experience January 2000 - January 2002
Job Worked at Wellcare as an Appeals Coordinator
Industry Insurance
Experience
WellCare August 2011 - February 2012
WELLCARE HEALTHPLANS August 2011 - February 2012
Healthesystems September 2008 - October 2009
ST. PAUL TRAVELERS INSURANCE March 2002 - July 2005
WESTERN RESERVE LIFE January 2000 - January 2002
Wausau Insurance October 1996 - November 1999
Education
Cheonggang Academy
General Education
WellCare August 2011 - February 2012
WELLCARE HEALTHPLANS August 2011 - February 2012
Healthesystems September 2008 - October 2009
ST. PAUL TRAVELERS INSURANCE March 2002 - July 2005
WESTERN RESERVE LIFE January 2000 - January 2002
Wausau Insurance October 1996 - November 1999
Education
Cheonggang Academy
General Education