WestPoint Financial Group
Address: 900 E 96th St #300, Indianapolis, IN 46240 Phone: (317) 469-9999Category: Hours: : : : : Place name: : Website: : Website: https://www.westpointfinancialgroup.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westpoint Financial Group Posting publicly on the Web Write a review Reviews"Experienced and highly qualified financial professionals." "Very personable and helpful financial advisors!" View all Google reviews
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WestPoint Financial Group Employees
Huron Consulting Group April 2012 - November 2014
FTI Consulting 2009 - April 2012
WestPoint Financial Group January 2008 - July 2009
Skills
Marketing Strategy, Project Management, CRM, Salesforce.com, Marketing Communications, Content Strategy, Event Management, Email Marketing, Webinar Management, Internal Communications, Event Planning, Business Process..., Nonprofits, Process Improvement, Program Management
Education
Butler University 2002 — 2006
Bachelor of Science
WestPoint Financial Group January 2015 - Present
EarthLink Business May 2014 - January 2015
Phoenix Suns March 2014 - April 2014
Phoenix Suns June 2013 - February 2014
Indiana University Athletics Department August 2012 - May 2013
Maingate Inc. August 2008 - February 2013
Indianapolis Colts August 2012 - January 2013
Party Planners West, Inc./NFL Experience January 2012 - February 2012
Skills
Leadership, Communication, Marketing, Social Media, Organization, Highly Dedicated, Sales, Sports, Sports Marketing, Teamwork, Marketing Communications, Ticket Sales, PowerPoint, Social Media Marketing
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science in Kinesiology, Sport Marketing and Management
Jarden Home Brands September 2014 - Present
Jarden Home Brands August 2014 - September 2014
Live Nation January 2014 - May 2014
Ball State University December 2012 - May 2014
Ball State University August 2013 - December 2013
WestPoint Financial Group November 2011 - July 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Salesforce.com, Cold Calling, Prospecting Skills, Research, Social Media, HTML, Teamwork, Windows, Facebook, Marketing
Education
Ball State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Ash Brokerage May 2015 - Present
Ash Brokerage December 2014 - May 2015
WestPoint Financial Group July 2014 - November 2014
Indianapolis Colts August 2013 - January 2014
SportsBam! Inc. March 2013 - September 2013
Millers Health Systems, Inc. May 2013 - July 2013
Skills
Financial Services, Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Retirement, 401k, Succession Planning, Strategic Financial..., Financial Analysis, Sales, Management, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Variable Annuities, Investment Strategies, Social Media Marketing, Customer Service, Networking, Team Leadership, Professional Sports, Sport Marketing, Athletics, Sports, Sports Management, Microsoft Word, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science in Kinesiology, Sport Marketing and Management
WestPoint Financial Group May 2014 - Present
Jobsite Supply May 2010 - August 2013
Skills
Financial Analysis, Financial Modeling, Sales, Finance, Microsoft Excel, Portfolio Management, Analysis, Financial Services, PowerPoint
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
WestPoint Financial Group January 2014 - Present
Max Fitness October 2010 - July 2013
Fitness Ventures, LLC August 2007 - December 2010
Club Fitness February 2005 - September 2007
Bally Total Fitness June 2003 - February 2005
Skills
Customer Service, Wellness, Marketing Strategy, Account Management, Nutrition, Chiropractic, Marketing, Public Speaking, Social Media, Coaching, Insurance, Life Insurance, Entrepreneurship, Financial Services, Team Building, Sales, Strategic Planning, Leadership, Management, Finance, Event Planning
Education
Indiana University Bloomington 1999 — 2003
Bachelor's degree, Political Science and Criminal Justice
Snider
Younique Products July 2015 - Present
Chick-fil-A Restaurants September 2015 - Present
Indiana Latino Insitute March 2014 - Present
Jamberry Nails April 2014 - September 2015
WestPoint Financial Group April 2013 - September 2015
Chick-fil-A November 2005 - April 2014
Northwestern Mutual February 2013 - April 2013
Skills
Data Entry, Team Building, Process Scheduler, Time Management, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Inventory Management, Event Planning, Leadership, Teamwork, Customer Satisfaction, Outlook
Education
Ivy Tech Community College 2008 — 2013
Associate of Applied Science, Business Administration
Mt. Calvary Christian Academy 1996 — 2008
WestPoint Financial Group June 2014 - Present
Republic Services October 2013 - June 2014
Liberty Mutual Insurance June 2006 - October 2013
AAA Michigan February 2001 - June 2006
Jackson Radio Works 1997 - 1999
Brighton Basketball Club July 1996 - October 1997
Skills
Insurance, Recruiting, Property & Casualty..., Strategic Planning, Life Insurance, General Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Health Insurance, Whole Life, Casualty, Liability, Leadership, Account Management, Customer Retention, Disability Insurance, Employee Benefits, Property, Sales, Sales Management, Sales Operations, Training
Education
Indiana Wesleyan University 2008 — 2009
Bachelor of Arts (B.A.), Business Administration and Management
Spring Arbor University 1992 — 1996
Business Administration and Management, General
South Adams High School 1987 — 1992
Assisted Finances 2013 - Present
The Vineyard Church of Central Illinois May 2013 - June 2014
The Vineyard Church of Central Illinois February 2013 - June 2014
WestPoint Financial Group 2012 - 2013
Skills
Holistic Financial..., Personal Financial..., Strategic Financial..., Small Business..., Financial Coaching, Leadership Counseling, Leadership Development, Professional Services, Lighting Design, Live Events, Audio Engineering, Video Production, Vocalist, Public Speaking, Live Video, Sales, Management, Project Planning, Project Management, Youth Ministry, Church Events, Theology, Prayer, Pastoring, Strategic Planning, Leadership, Preaching
Education
St. Stephen's University 2013 — 2015
Christian Ministry (B.A.), Organizational Leadership
McKendree University 2006 — 2007
Business Administration and Management, General
Rend Lake College 2003 — 2006
Business Administration and Management, General
Caterpillar Logistics Inc. April 2012 - Present
WestPoint Financial Group May 2011 - March 2012
Education
Illinois State University 2009 — 2011
Bachelor of Science (BS), Mathematics
Illinois Central College 2007 — 2009
Associate of Arts and Sciences (AAS), Mathematics
Westpoint Financial Group September 2014 - Present
AMSpurgin Consulting LLC August 2013 - April 2014
Unified Financial Securities, Inc. September 2007 - June 2013
The Financial Junction April 1998 - September 2007
Skills
Securities, Mutual Funds, Series 7, Asset Managment, Investments, Financial Services, Series 63, Investment Management, FINRA, Investment Advisory, Wealth Management, Finance, Asset Management, Fixed Income, Leadership, Start-ups, Management, Retirement Planning, Employee Benefits
Education
Kaplan University 2005 — 2006
Certificate in Financial Planning, Financial Planning
University of Indianapolis 1988 — 1990
American Institute of Banking
Indiana University Bloomington 1983 — 1984
General Studies
Red Gold September 2014 - Present
KIK Custom Products May 2013 - September 2014
Alpha Kappa Psi 2011 - 2013
WestPoint Financial Group May 2012 - August 2012
Education
Ball State University 2011 — 2013
Bachelor of Science (BS), Finance
Indiana University 2009 — 2011
Sports Marketing/Management
WestPoint Financial Group May 2013 - Present
Skyline Club November 2012 - May 2013
Skyline Club October 2011 - November 2012
Raybourn Group International February 2011 - September 2011
Pacers Sports & Entertainment May 2010 - August 2010
Skills
Public Relations, Event Planning, Event Management, Marketing, Fundraising, Management, Social Media, Marketing Communications, Customer Service, Non-profits, Social Networking, Advertising, Press Releases, Strategic Planning, Sponsorship, Public Speaking, Sales, Social Media Marketing, Facebook, Email Marketing, Leadership, Recruiting, Negotiation
Education
Indiana University Indianapolis 2007 — 2010
Bachelor of Science, Tourism, Conventions & Event Management
Addison Whitney July 2010 - Present
Carolina Classifieds August 2009 - June 2010
Greek This Week (Now Olympia Media Group) 2008 - 2009
Alloy Media + Marketing January 2008 - November 2008
WestPoint Financial Group May 2008 - August 2008
Proof Weekly 2007 - 2008
Booze News 2007 - 2008
The Greek Telephone Directory May 2007 - October 2007
Skills
Market Research, Business Development, CRM, Sales, Salesforce.com, Corporate Identity, Management, Brand Management, Project Management, Microsoft Excel, Marketing, Account Management, Brand Architecture, Client Development, Manage Client..., Logo Design, Brand Development, Lead Generation, Email Marketing, Positioning, Financial Analysis, Access, PowerPoint, Microsoft Word, Strategic Planning, SugarCRM, Integrated Marketing, Advertising, Branding & Identity, Product Naming, Marketing Strategy
Education
Indiana University Bloomington 2005 — 2009
B.S., Financial Management
Eastern High School
CBRE Sturges January 2015 - Present
People TrueCare July 2013 - December 2013
WestPoint Financial Group February 2012 - January 2013
General Industrail Supply May 2010 - February 2012
Design Collaborative March 2008 - September 2009
Wabash Electric Supply, Inc. July 2002 - September 2007
Skills
Entrepreneurship, Customer Service, Public Speaking, Coaching, Marketing, Leadership Development, Sales, Event Planning
Education
Brown Mackie College-Fort Wayne 2014 — 2015
Bachelors of Science: Business Administration
Brown Mackie College-Fort Wayne 2010 — 2012
Associates of Science: Business Management
WestPoint Financial Group June 2014 - Present
Skills
Financial Analysis, Financial Services, Life Insurance, Spanish, Communication Skills, Strategic Communications, Strategic Planning, Finance, Customer Service, Sales Management, Retirement, Contract Negotiation, Insurance, Leadership, Microsoft Office, Sales, Team Building, Microsoft Excel
Education
Illinois State University 2012 — 2014
Bachelor of Arts, Spanish Language and Literature
Illinois Central College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Communication and Media Studies
ParkParkGoose April 2014 - Present
Eli Lilly and Company January 2011 - April 2014
WestPoint Financial Group January 2009 - August 2009
Park Tudor School March 2009 - July 2009
DePauw University May 2007 - June 2008
DePauw University May 2007 - June 2008
Edward Jones December 2007 - January 2008
Skills
Recruiting, Management, Leadership, Team Leadership, Public Speaking, Microsoft Excel, Sales Operations, Event Planning, Marketing, Advertising, Finance, Research, Data Analysis, Social Networking, PowerPoint, Sales, Customer Service, Market Research, Social Media, Analysis
Education
DePauw University 2007 — 2010
Psychology, Business and Economics
Denison University 2006 — 2007
Economics and Psychology, Business
Salesforce October 2014 - Present
Salesforce ExactTarget Marketing Cloud February 2014 - October 2014
Indiana Economic Development Corporation July 2011 - February 2014
JW Marriott Indianapolis January 2013 - January 2014
WestPoint Financial Group June 2007 - August 2010
Skills
Human Resources, Administrative..., Customer Service, Event Planning, Microsoft Office
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Tourism, Conventions and Event Management
Ball State University
Wolfrum Capital Management Group a Noyes Family Office January 2015 - Present
Wolfrum Capital Management Group a Noyes Family Office May 2014 - August 2014
Zolio Inc March 2014 - May 2014
WestPoint Financial Group May 2013 - August 2013
Education
Purdue University - Krannert School of Management 2011 — 2014
Bachelor of Science (B.S.), Business Management & International Business
IES Abroad
International Business
Swiss Finance Academy
WestPoint Financial Group June 2015 - Present
N2 Publishing October 2013 - Present
The O'Connor Group 2009 - 2013
SurgRx 2005 - 2008
Ethicon, Inc. 1997 - 2008
Whitehall-Robins 1990 - 1997
Skills
Recruiting, College Recruiting, Product Launch, Sales, Medical Devices, Market Development, Selling, New Business Development, Sales Management, Sales Process, Sales Effectiveness
Education
Indiana University Bloomington 1985 — 1989
BA, Psychology/Business
Ben Davis High School 1980 — 1985
Kimball International April 2011 - Present
Fifth Third Bank August 2010 - April 2011
WestPoint Financial Group July 2009 - August 2010
Skills
Account Management, Customer Service
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Public Affairs/Public and Nonprofit Management
Westpoint Financial Group August 2009 - Present
Reed Financial Group / New York Life June 2000 - August 2009
Skills
Financial Planning, Strategic Planning, CRN201402-158170, Finance, Strategic Financial..., Project Planning, Employee Benefits, Management, Portfolio Management, Business Planning, Banking, Retirement, Team Building, Small Business, Insurance, Time Management, Budgets, Risk Management, Wealth Management, Marketing, Investments, Retirement Planning
Education
Cedarville University 1996 — 2000
WestPoint Financial Group December 2010 - Present
Freelance Horn playing 1999 - Present
Danville Community High School June 2003 - December 2010
Tri-County School Corporation June 1999 - June 2003
Skills
Insurance, Music, Music Education, Public Speaking
Education
Ball State University 1994 — 1999
BS, Music Education
La Porte High School 1990 — 1994
Diploma, College Prep
Cutters Soccer Club June 2013 - Present
WestPoint Financial Group May 2014 - July 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Research, Customer Service, Photoshop, English, Event Planning, Public Relations, Access, Marketing Strategy, Coaching, Management
Education
Indiana University Bloomington 2010 — 2014
BS, Economic Consulting and Public Policy Analysis
Blue Ribbon Transport January 2014 - Present
Blue Ribbon Transport October 2012 - Present
Blue Ribbon Transport April 2012 - October 2012
Blue Ribbon Transport March 2011 - April 2012
WestPoint Financial Group June 2010 - February 2011
Skills
Transportation..., Inventory Management, Logistics Management, Logistics, Supply Chain, Purchasing, Transportation, Operations Management, 3PL, Supply Chain Management, Warehousing, Freight, LTL, Leadership
Education
Indiana University Bloomington 2006 — 2010
B.S. Public Affairs, Public Financial Management
Consider It Done, Personal & Lifestyle Assistant Service October 2012 - Present
WestPoint Financial Group February 2014 - Present
Max Fitness March 2012 - Present
American Heart Association 2011 - September 2012
The Leukemia & Lymphoma Society 2008 - 2011
Skills
Fundraising, Event Planning, Event Management, Non-profits, Volunteer Management, Public Speaking, Public Relations, Social Media Marketing, Marketing, Social Media, Community Outreach, Marketing Communications, Grant Writing, Marketing Strategy, Social Networking
Education
Indiana University-Purdue University at Fort Wayne
BFA
Bollenbacher & Associates LLC July 2013 - Present
Bellevue Pharmacy August 2012 - June 2013
Marietta Financial Services January 2012 - July 2012
EP Graphics April 2008 - January 2012
WestPoint Financial Group May 2011 - August 2011
Skills
Microsoft Office, Event Planning, Research, Social Media, Accounting, PowerPoint, Word, Excel, Customer Service, Microsoft Excel, Accounts Receivable, Microsoft Word, Data Entry, Management, Invoicing, Accounts Payable, Sales
Education
Anderson University 2008 — 2011
Bachelor of Arts, Accounting
Parallon Business Solutions (HCA Physician Services Group) September 2015 - Present
Parkview Home Health and Hospice October 2014 - September 2015
Parkview Home Health and Hospice July 2012 - October 2014
WestPoint Financial Group January 2012 - June 2012
Indiana Farm Bureau Insurance February 2009 - January 2012
Education
Indiana University 2013 — 2014
M.B.A.
Ball State University - College of Business 2005 — 2008
B.S., Finance
Auto-Owners Insurance January 2015 - Present
Auto-Owners Insurance October 2012 - January 2015
Eagle Adjusting Services, Inc. June 2011 - October 2012
First Merchants Corporation November 2010 - June 2011
Tech Credit Union December 2006 - November 2010
WestPoint Financial Group May 2010 - July 2010
Mc Donalds April 2004 - December 2006
Skills
Insurance Claims, Insurance, Customer Service, Microsoft Office, Microsoft Excel, MSB IntegriClaim..., Xactimate, Leadership, Time Management, Analysis, Liability, Claim, Casualty, Property & Casualty..., Training, Commercial Insurance, Commercial Lines, Microsoft Word, PowerPoint
Education
Ball State University 2007 — 2011
Bachelor of Science, Risk Management and Insurance
WestPoint Financial Group July 2015 - Present
Colonial Life October 2013 - July 2015
Colonial Life September 2012 - October 2013
Pulse Promotions August 2010 - 2013
American Cancer Society July 2009 - June 2010
Robert Half International August 2008 - July 2009
Aflac January 2008 - August 2008
American Cancer Society July 2007 - October 2007
Skills
Fundraising, Insurance, Employee Benefits, Volunteer Management, Cold Calling, Event Planning, Outlook, PowerPoint, Word, Excel, Social Media, Public Speaking, Microsoft Office, Customer Service, Non-profits, Event Management, Social Media Marketing, Coaching, Newsletters, Writing, Social Networking, Team Building, Community Outreach, Marketing Communications, Account Management, Proposal Writing, Hiring, Employee Relations, Customer Satisfaction, Negotiation, Accounting, Lotus Notes, Planning, Scheduling, Mentoring, Budgeting, Public Relations, Small Business, Project Management, Budgets, Sales, Leadership, Marketing, Training, Management, Recruiting, Microsoft Excel, Microsoft Word
Education
Indiana University-Purdue University at Indianapolis 1998 — 2008
Bachelors, English
Bishop Chatard High School
WestPoint Financial Group July 2015 - Present
Integrity Wealth Solutions January 2013 - June 2015
Transamerica Capital Inc. December 2008 - July 2012
Pacific Life November 2006 - August 2008
Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments
Education
DePauw University 1998 — 2002
Bachelor of Arts, History
WestPoint Financial Group September 2013 - Present
Ivcevich Consulting Group/AXA Advisors, LLC July 2000 - September 2013
JPMorgan Chase/Banc One Investment Advisors/Bank One May 1990 - May 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Sales, Time Management, Retail, Banking, Investments, Account Management, Life Insurance, 401k, Payroll, Office Management, Office Administration
Education
Ball State University - College of Business 1986 — 1990
Bachelor of Science (B.S.)
Noblesville High School
WestPoint Financial Group I enjoy interacting with and learning about others. Here at WestPoint I help people plan for their future while protecting their loved ones now.FacilitatorThe Fabri-Form CompanyNovember 2009 - November 2012
U.S. Army September 2004 - September 2008
Skills
MMA Gym Owner, Wrestling coach, MMA trainer, Professional MMA Fighter, Training, Customer Service, Insurance, Leadership, Microsoft Excel, Sales, Strategic Financial..., Team Building, Microsoft Office, New Business Development, Process Improvement, Public Speaking, Management, Cold Calling
Education
The Ohio State University 2000 — 2003
Bachelor of Arts (BA), Psychology
Lassen Community College 1998 — 2000
Associate of Arts (A.A.), Psychology
Michaelis Corporation May 2006 - Present
Total Quality Logistics August 2012 - February 2013
Westpoint Financial Group May 2011 - August 2011
Skills
Social Media, Customer Service, Sales, Marketing, Cold Calling, Microsoft Office, Contract Negotiation, Public Speaking, Team Building
Education
Indiana University Bloomington 2008 — 2012
School Of Public and Environmental Affairs, Management
Prudential Financial July 2015 - Present
Foresight Financial Management July 2012 - July 2015
WestPoint Financial Group January 2011 - July 2012
IKON Document Services July 2010 - January 2011
IBM August 2000 - March 2010
Software Information Systems, LLC 2004 - 2005
Van Ausdall & Farrar January 1986 - August 2000
Education
Ball State University - College of Business 1988 — 1990
MBA, Finance
Purdue University 1980 — 1984
B.S., Ag Econ
Winchester Community High School 1975 — 1980
Green BEAN Delivery March 2015 - Present
Green BEAN Delivery February 2014 - March 2015
Green BEAN Delivery April 2013 - January 2014
Green BEAN Delivery October 2012 - May 2013
State Bank of Lizton September 2012 - April 2013
WestPoint Financial Group 2010 - January 2012
The Shoebox May 2008 - May 2010
Hanover College August 2007 - December 2009
Firebelly Marketing May 2009 - August 2009
Select Physical Therapy July 2008 - August 2009
Skills
Business Strategy, Public Relations, Public Speaking, Time Management, Nutrition, Organization, Building Relationships, Health Sciences, Analysis, Marketing, Customer Service, Research, Social Media, Blogging, Event Management, Data Analysis, Event Planning, Leadership, Management, PowerPoint
Education
Hanover College 2006 — 2010
BA, Exercise Science/Business Scholar
Tri-West High School 2002 — 2006
WestPoint Financial Group June 2015 - Present
WestPoint Financial Group May 2014 - August 2014
Marsh Supermarkets May 2011 - January 2012
First Advantage May 2010 - August 2010
Skills
Financial Analysis, Time Management, Finance, Accounting, Customer Service, Leadership, Public Speaking, PowerPoint, Research, Sales
Education
Miami University 2011 — 2015
Bachelor’s Degree, Finance, General
Hamilton Southeastern High School 2007 — 2011
High School
WestPoint Financial Group January 2014 - Present
Northwestern Mutual November 2012 - June 2013
United States Marine Corps January 2007 - January 2010
United States Marine Corps August 2001 - December 2006
Skills
College Recruiting, Coaching, Human Resources, Recruiting, Training, Talent Acquisition, Onboarding, Interviews, Applicant Tracking..., Employee Relations, Time Management, Cold Calling, Leadership, Sourcing, Internet Recruiting, Screening, Hiring, Resume Writing, Customer Service
Education
Indiana University-Southeast 2010 — 2012
Bachelor of Applied Science (BASc), Marketing, A
Speedway LLC October 2013 - April 2014
Speedway LLC June 2013 - April 2014
Purdue Exponent September 2012 - May 2013
Lightning Fast Tax Service January 2013 - March 2013
Purdue Intramural September 2010 - October 2012
WestPoint Financial Group May 2012 - September 2012
The Purdue Exponent January 2012 - May 2012
R.R. Donnelly June 2010 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Sales, Cold Calling, Highly motivated..., Time Management, Sales Presentations, Adobe Indesign, Employee Training, Life & Health Insurance..., Merchandising, Retail, Store Management, Adobe Contribute, Social Networking, InDesign, Store Operations, Inventory Control, Loss Prevention
Education
Purdue University 2009 — 2013
Bachelor of Science, Financial Counseling & Planning in Progress, 2.9/4
Warsaw Community High School 2005 — 2009
WestPoint Financial Group November 2013 - Present
New York Life Insurance Company January 2012 - November 2013
Skills
Sales Management, Sales, Finance, Insurance, Time Management, Strategy, Tax
Education
Butler University
Hanover College
Roncalli High School
Keihin North America, Inc April 2015 - Present
Keihin North America, Inc January 2012 - April 2015
15 to Fit Pilates September 2010 - October 2011
Westpoint Financial Group June 2009 - July 2010
Key Bank May 2005 - May 2009
Skills
Import/Export Operations, Trade Compliance, Customs Brokerage, Harmonized Tariff..., Free Trade Agreements, NAFTA, Microsoft Office, Risk Management, Marketing, Marketing Strategy, Social Media Marketing, Financial Analysis, Import Valuation, Supply Chain Management, Logistics, Process Improvement, Management, Budgets, Team Building
Education
Ball State University - College of Business 2004 — 2009
Bachelor of Arts, International Business
AXA Distributors,LLC Retirement Services Group January 2014 - July 2014
5th 3rd Bank July 2013 - March 2014
ADP Retirement services May 2005 - June 2013
WestPoint Financial Group May 1998 - April 2005
Skills
Retirement, Retirement Planning, Defined Contribution, Securities, Sales, Defined Benefit, Finance, 401k, Employee Benefits, Deferred Compensation, Health Insurance, Series 6, Asset Management, Asset Allocation, Mutual Funds, Insurance
Education
Indiana University-Purdue University at Indianapolis 1986 — 1990
Chemistry & Math
WestPoint Financial Group May 2011 - Present
Woodgrain Distribution July 2007 - April 2011
Charles Schwab August 2006 - July 2007
WestPoint Financial Group June 2004 - July 2006
Education
Ball State University 2000 — 2004
Bachelor, History Major; Business Minor
Southmont High School
PNC Capital Markets August 2015 - Present
PNC June 2013 - August 2015
Indiana University Athletic Department August 2011 - May 2013
PNC June 2012 - August 2012
4086 Advisors January 2012 - May 2012
WestPoint Financial Group March 2010 - March 2010
Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance and Technology Management
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53
Avon High School 2005 — 2009
Indiana Academic Honors Diploma
MassMutual Financial Group December 2013 - Present
Paragon Financial Group September 2008 - December 2013
MassMutual 2008 - August 2013
WestPoint Financial Group May 1989 - September 2008
Skills
Strategic Financial..., Investment Advisory..., OH, Insurance, Securities, Retirement, Strategy, Finance, Financial Services, Fixed Annuities, Life Insurance, Sales, Training, Investments, Sales Management, Mutual Funds, Disability Insurance, Financial Planning, Retirement Planning
Education
Olivet Nazarene University 1985 — 1989
Bachelor of Arts (B.A.)
Thomas Carr Howe High School 1981 — 1985
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
The Family Business Legacy Co, LLC November 1998 - Present
WestPoint Financial Group 1996 - Present
Indianapolis Financial Group January 1998 - December 1998
Indianapolis Financial Group January 1996 - December 1997
Reserve National Insurance July 1991 - December 1995
Skills
Investments, Strategic Financial..., Wealth Management, Retirement Planning, Retirement, Securities, Estate Planning, Financial Analysis, Insurance, Trust Services, Strategic Planning, Asset Allocation, Fixed Annuities, Life Insurance, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Disability Insurance, Small Business, Risk Management, Long-term Care, Wealth, Financial Planners, Business Planning, Finance, Series 63, Financial Services
Education
The American College 2004 — 2004
Graduate Certificate, Business Succession Planning
DePauw University 1987 — 1991
BA, Economics
Casady High School 1984 — 1987
Second Mom December 2010 - Present
My Extra Hands March 2010 - March 2014
Silpada Designs, Inc. January 2006 - 2013
St. Vincent Hospital January 2007 - September 2007
WestPoint Financial Group January 2005 - January 2007
Global Shred August 2003 - May 2004
Sagamore Health Network/Advantage Health Solutions May 1996 - October 2002
Anthem Health Systems. Inc. May 1989 - May 1996
Skills
Program Development, Project Management, Program Evaluation, Community Outreach, Volunteer Management, Non Profit Volunteer, Advocacy, Mentoring, Community Engagement, Event Coordination, Community Health, Communication, Newsletter/Educational..., Report Writing, Member Surveys, Member Relations, Healthcare, Event Planning
Education
Ball State University 1979 — 2004
Bachelors, Health Science
Ruoff Home Mortgage February 2013 - Present
WestPoint Financial Group April 2012 - February 2013
Lincoln Financial Group June 2010 - April 2012
Edward Jones May 2008 - June 2010
Skills
Refinance, Mortgage Lending, Retirement, Financial Services, Portfolio Management, Securities, Risk Management, Life Insurance, Mortgage Banking, Estate Planning, Loans
Education
Bethel College 1995 — 1999
Bachelor of Arts (BA), Religion/Religious Studies
BlueEyes & BareFeet Designs June 2010 - Present
{alphaChicks} March 2007 - Present
WestPoint Financial Group June 2005 - January 2011
Mutual of Omaha May 2003 - June 2005
Skills
Entrepreneur, Social Networking, Sales, Marketing, Public Speaking, Business Development, Start-ups, Customer Service, Direct Sales, Email Marketing, Entrepreneurship, Facebook, Finance, Insurance, Leadership, Life Insurance, Marketing Strategy, New Business Development, Online Marketing, Public Relations, Retirement, SEO, Sales Management, Securities, Small Business, Social Media, Social Media Marketing, Team Building, Training, Account Management, Advertising, Business Planning
Education
Indiana University - Kelley School of Business 1998 — 2003
B.S., Marketing and Entrepreneurship
WestPoint Financial Group August 2014 - Present
Butler Business Consulting Group August 2013 - December 2013
McCormack Baron Family of Companies July 2013 - August 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2013 - July 2013
Butler Writers’ Studio Tutor March 2012 - December 2012
Maryville University April 2012 - August 2012
Press Club of Metropolitan St. Louis May 2010 - August 2010
The Muny May 2009 - August 2010
Skills
Leadership, Teamwork, Budgets, Work Ethic, Dedication to..., Writing, Team Leadership, Text Editing, Nonprofits, Marketing, Organization, Event Planning, Series 6
Education
Butler University 2010 — 2014
Finance and Marketing, Senior
Troop 17 2003 — 2012
Ladue Horton Watkins High School 2006 — 2010
Mentz Management Group, LLC June 2010 - Present
Internet Marketing Indianapolis July 2009 - Present
Rock Bottom Restaraunt and Brewery May 2009 - Present
Defender Direct December 2008 - May 2009
Red Robin International August 2008 - January 2009
Westpoint Financial Group May 2008 - August 2008
Pro Capital Ltd May 2007 - August 2007
Skills
Strategy, SEO, Social Media Marketing, Facebook, Social Media, Management, Training, Sales, PPC, Web Development, Finance, Leadership Development, Product Development, Small Business, Due Diligence
Education
Indiana University - Kelley School of Business 2005 — 2008
B.S., Entrepreneurship, Finance
King's College 2002 — 2004
Coursework, Political Science, Philosophy, and Economics
Orthofix May 2014 - Present
Citi July 2013 - May 2014
WestPoint Financial Group May 2010 - July 2013
Health Staff 2009 - 2010
Maxim Healthcare Services 2006 - 2009
Education
Illinois State University 2003 — 2006
Bachelors
St. Ambrose University 2001 — 2003
WestPoint Financial Group September 2009 - April 2012
Accent On Business January 2007 - August 2009
Rainmakers 2004 - 2007
Skills
Coaching, Market Planning, Strategic Planning, Event Management
Education
Cedarville University 2000 — 2004
BA, Organizational Communications
Indiana Christian Academy
WestPoint Financial Group September 2005 - Present
Cummins Behavioral Health Services 2003 - 2004
Skills
Finance, Retirement Planning, Strategic Financial..., Leadership, Life Insurance, Sales, Securities, Fixed Annuities, Investments, Disability Insurance, Retirement, Financial Planning, Insurance, Microsoft Office, Small Business
Education
Valparaiso University 2001 — 2003
Master of Arts (MA), Mental Health Counseling/Counselor
Indiana University Bloomington 1997 — 2001
WestPoint Financial Group December 2007 - Present
Do it Best Corp. May 2002 - September 2007
Education
Indiana State University - Scott College of Business 1998 — 2002
BS, Marketing with emphasis on Retail Management
Mutual of Omaha April 2014 - Present
Semler Financial Group March 2013 - April 2014
WestPoint Financial Group October 2008 - February 2013
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Employee Benefits, Coaching, Retirement, Investments, Disability Insurance, Financial Services, Recruiting, Long Term Care Insurance, Long-term Care, Estate Planning, Whole Life, Mutual Funds, Risk Management, Small Business, Securities, Term Life Insurance, Strategic Financial..., Wealth Management...
Education
Maryville College 1971 — 1975
BA, Biology
WestPoint Financial Group May 2015 - Present
Guys and Dollies Storage and Shipping May 2014 - May 2015
Superior Petroleum Products Co May 2013 - January 2014
Skills
Insurance, Risk Management, Financial Planning, Financial Services
Education
Purdue University 2012 — 2016
Financial Counseling and Planning - Management Minor
J.P. Morgan Private Bank January 2014 - Present
J.P. Morgan Private Bank July 2010 - January 2014
J.P. Morgan Private Bank July 2007 - July 2010
WestPoint Financial Group May 2006 - January 2007
Indianapolis Motor Speedway May 2005 - August 2005
Skills
Valuation, Asset Allocation, Investments, Finance, Financial Advisory, Estate Planning, Portfolio Management, Management, Financial Analysis, Series 7, Asset Management, Financial Modeling, Retail, Training, Wealth Management
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Communication
International Medical Group (IMG) September 2015 - Present
YMCA of Greater Indianapolis August 2015 - Present
WestPoint Financial Group August 2015 - September 2015
Dauby O'Connor & Zaleski December 2013 - February 2014
Butler University August 2013 - September 2013
CNO Financial Group May 2013 - July 2013
RuffaloCODY January 2013 - May 2013
Pi Beta Phi Fraternity January 2012 - January 2013
YMCA of Greater Indianapolis June 2011 - October 2012
Mount It Corrugated Posters August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Communication, Problem Solving, Organization, Dreamweaver, Visual Basic, SAP, SQL, SOX Compliancy, Corporate Social..., Creativity Skills, Quality Management, Project Management, SDLC, Customer Service, Sales
Education
Butler University 2010 — 2015
Bachelor's Degree, Management Information Systems, 3.475/4.0
Fishers High School 2006 — 2010
Academic Honors Dipolma, 3.75/4.0
WestPoint Financial Group May 2015 - Present
Stillwater Farms May 2013 - August 2014
Crop Production Services April 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, C++, English, Java, HTML, C, Windows, Time Management
Education
Ball State University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Finance
Plexus Worldwide, Inc. April 2015 - Present
Total Transit Inc July 2013 - April 2015
WestPoint Financial Group April 2012 - May 2013
Regions Financial Corporation June 2010 - April 2012
Bernard Hodes Group April 2008 - May 2010
Indianapolis Business Journal May 2005 - April 2008
Vera Bradley January 2005 - June 2005
Skills
Advertising, Marketing Communications, Social Media, Social Media Marketing, Direct Marketing, Online Advertising, Event Management, Marketing Strategy, Marketing, Event Planning, Account Management, PowerPoint, Digital Marketing, Microsoft Office, Media Planning, Market Research, Market Planning, Direct Mail, Website Updating, Sales Management, Sales, Management, Sponsorship, Press Releases
Education
Huntington University 2001 — 2005
BS, Business Management & Economics
WestPoint Financial Group May 2015 - Present
RR Donnelley DLS Worldwide May 2013 - August 2014
RR Donnelley DLS Worldwide June 2009 - August 2012
Thornapple Valley Baseball League April 2012 - July 2012
Habitat for Humanity April 2008 - September 2010
Skills
Financial Services, Cold Calling, Inventory Management, Process Scheduler, Sales, Microsoft Office, Microsoft Excel, Purchasing, Time Management, Teamwork, Leadership, Marketing, Microsoft Word, Customer Service, Account Management
Education
Indiana University Bloomington 2012 — 2016
Professional Sales and Marketing
Forest Hills Central High School 2008 — 2012
WestPoint Financial Group April 2015 - Present
Community Chrysler Dodge Jeep 2013 - February 2015
Skills
Finance, Loans, Financial Analysis, Customer Service, Supply Chain Management, Automotive, Credit, Interest Rates, Red Flags, Identity Theft, Microsoft Office, Economics, Microsoft Excel, Life Insurance, Financial Services
Education
Indiana University-Purdue University at Indianapolis 2008 — 2013
Bachelor's degree, Finance, Supply Chain Management and Economics
Roncalli High School 2004 — 2008
Academic Honors Diploma
WestPoint Financial Group May 2015 - Present
Anderson University August 2012 - Present
Ritz Charles May 2014 - August 2014
Indiana Pacers August 2009 - May 2014
Anderson University August 2011 - May 2013
Geist Nursery May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Anderson University 2014 — 2015
Bachelor of Arts (B.A.), Marketing Communications
WestPoint Financial Group June 2015 - Present
Student Painters October 2013 - September 2014
Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Excel, Public Speaking, Team Leadership, Marketing, Microsoft Word, Teamwork, Event Planning
Education
Indiana University Bloomington 2012 — 2015
Bachelor’s Degree, Economics
University of Southern Indiana 2009 — 2012
Abercrombie & Fitch April 2013 - Present
Upstate Alliance September 2012 - April 2013
WestPoint Financial Group June 2012 - April 2013
Hollister Co. November 2005 - April 2013
Justice Tween Brands October 2010 - January 2012
Skills
Merchandising, Customer Service, Research, Visual Merchandising, Retail, Store Management, Sales, Retail Sales, Loss Prevention, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Management, Training, Teamwork, Cashiering, Recruiting, Inventory Control, Customer Experience, Fashion, Management, Human Resources, Store Operations, Driving Results, Merchandise Planning, Event Planning, Hiring, Event Management, Associate Development, Interviews
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2008 — 2013
Bacher of Arts, Political Science
Indiana University-Purdue University Fort Wayne (IPFW) 2007 — 2013
Minor, Spanish
Indiana University-Purdue University Fort Wayne (IPFW) 2007 — 2013
Minor, Communication
WestPoint Financial Group June 2015 - Present
Williams & Jensen June 2014 - August 2014
U.S. House of Representatives May 2014 - August 2014
Vector Marketing April 2012 - July 2013
Vector Marketing June 2011 - September 2011
Skills
Leadership, Recruiting, Life Insurance, Sales, Management, Customer Service, Public Speaking, Training, Hiring, Sales Management, Account Management
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Public Affairs, Management
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Public Affairs, Public Financial Management
George Mason University 2014 — 2014
Lobbying and Government Affairs
WestPoint Financial Group March 2014 - October 2014
The Hawthorns Golf & Country Club August 2008 - August 2014
Kiwi-Tek June 2011 - August 2011
USA Fireworks June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Social Media, Team Leadership, Spanish, Teamwork, Management, Fundraising, Finance, Marketing
Education
Indiana University Bloomington 2012 — 2016
School of Public Environmental Affairs, Management
Indiana University Bloomington 2012 — 2016
Kelley School of Business, Business Foundations Certificate
OpenDoor 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General
Hamilton Southeastern High School 2008 — 2012
Honors Diploma, Academy of Finance Graduate
WestPoint Financial Group June 2011 - Present
State Farm Insurance September 2010 - December 2010
Pacesetter Sports June 2007 - September 2010
Skills
Strategic Financial..., Life Insurance, Retirement, Finance, Retirement Planning, Insurance, Disability Insurance, Analysis, Long Term Care Insurance, Access, Microsoft Excel, Financial Advisory, Risk Management, Estate Planning, Sales, Financial Services, Securities, Asset Allocation, Financial Analysis, Customer Service, Fixed Annuities, Term Life Insurance, Wealth Management, Investments
Education
Indiana State University - Scott College of Business 2007 — 2011
Financial Services major with a focus in banking; Business Administration major and a Finance minor
American College of Thessaloniki
WestPoint Financial Group June 2014 - Present
Piper Enterprises 1992 - Present
New York Life Insurance Company October 2010 - June 2014
NYLIFE Securites LLC October 2010 - June 2014
Skills
Finance, Retirement, Insurance, Investments, Retirement Planning, 401k, Life Insurance, Analysis, Securities, Financial Services, Disability Insurance, Long Term Care Insurance, Leadership, Sales, Customer Service, Financial Planning, Fixed Annuities, Mutual Funds, Estate Planning, Term Life Insurance
Education
Wayne State University
MBA, Management
Indiana State University
Master of Science (MS), Electronics
Indiana State University - School of Business
BS, Marketing
Hamilton Heights
The Digital Store March 2015 - Present
WestPoint Financial Group May 2013 - February 2015
Bankers Life and Casualty Company March 2012 - May 2013
Skills
Life Insurance, Disability Insurance, Building Long-term..., Term Life Insurance, Microsoft Word, Helping Clients Succeed, Financial Services, Analysis, Retirement, Financial Planning, Sales Management
Education
Bradley University 2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management
Perfection Paramedical July 2015 - Present
WestPoint Financial Group February 2013 - January 2015
Total Quality Logistics September 2010 - February 2013
Indiana University April 2010 - August 2010
Comprehensive Financial Consultants January 2010 - August 2010
Indianapolis Colts July 2008 - January 2009
Skills
Customer Service, Logistics, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Teamwork
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Sports Communication - Broadcast
WestPoint Financial Group November 2007 - Present
ADT Security Services 2004 - 2007
Skills
Retirement Planning, Sales, Sponsorship Generation, Insurance, Life Insurance, Finance, Risk Management, Financial Advisory, Financial Services, Analysis, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Planning, Leadership
Education
Anderson University 2003 — 2007
MBA, Business
Marian University 2000 — 2004
Bachelors of Science, Marketing
TMI Hospitality July 2013 - Present
WestPoint Financial Group July 2012 - June 2013
Skills
Investments, Revenue Analysis, Leadership, Securities, Retirement, Employee Benefits, Financial Analysis, Retirement Planning, Financial Planning
Education
Eastern Illinois University 2008 — 2012
Bachelor of Science (BS), Finance, General
FINRA
Series 6 & 63
Princeton High School
WestPoint Financial Group August 2002 - Present
Education
FINRA Series 6, 7, 66, 24 63 2002 — 2006
Investment Licenses
Ball State University 1998 — 2002
WestPoint Financial Group July 2015 - Present
IU SPEA Career Development Office April 2013 - October 2014
IU Residential Program Services January 2013 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Teamwork, Event Planning, Customer Service, Data Analysis, Community Outreach, Statistics, Time Management, Photoshop, Policy Analysis, Nonprofits, Facebook, Fundraising, Social Networking
Education
Indiana University Bloomington 2011 — 2015
Bachelor's of Science in Public Affairs, Environmental Management
WestPoint Financial Group April 2013 - Present
Skills
Finance, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Life Insurance, Estate Planning
Education
Danville Area Community College 1994 — 2006
BA Science and Arts
MassMutual Financial Group January 2015 - Present
WestPoint Financial Group August 2014 - January 2015
High Stakes Woodworx, LLC 2011 - August 2014
United States Marine Corps June 2005 - October 2007
United States Marine Corps October 2003 - May 2005
Skills
Leadership, Microsoft Office, Team Building, Woodworking, Carpentry, Sales, Military Experience, Customer Service, Troubleshooting, Contractors, Project Planning, Supervisory Skills, Management, Team Leadership, Project Management, Strategic Planning, Program Management, Interior Design, Public Speaking, Government, Recruiting
Education
West Kentucky Community and technical College 2008 — 2010
Heath High School, West Paducah, KY
Spot Freight, Inc. April 2015 - Present
WestPoint Financial Group October 2013 - Present
Northwestern Mutual December 2012 - October 2013
Total Quality Logistics September 2010 - August 2012
Skills
Entrepreneurship, Insurance, Strategic Planning, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling
Education
Indiana University-Southeast 2004 — 2010
Secondary Education
University of Saint Francis 2005 — 2006
Business Administration
North Harrison High School 2000 — 2004
Danville Middle School 1997 — 1999
WestPoint Financial Group April 2014 - Present
Skills
Microsoft Office, Microsoft Publisher, Word, PowerPoint, Customer Service, Excel, CPI, Cpr Certified, Photoshop, Time Management, Teamwork, SPSS, Mac, Critical Thinking, Vital Signs, Microsoft Excel, Data Entry, Program Development, Microsoft Word, Public Speaking
Education
Eastern Illinois University 2011 — 2013
Master of Technology Management, Technology Master of Science
Eastern Illinois University 2007 — 2011
B.S. in Social Sciences, Social Work, 3.0
Memorable Moments Photography (BY EKK) October 2010 - Present
Outback Steakhouse August 2007 - Present
WestPoint Financial Group May 2013 - October 2013
Skills
Customer-focused Service, Microsoft Office, Photography, Sales, Communication, Organization, Clerical Skills, Accounts Receivable, Accounts Payable, Event Planning, Interviews
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Communications
Indiana University Bloomington 2009 — 2011
Bachelor of Science (BS), Biology
WestPoint Financial Group March 1992 - Present
Skills
Strategic Financial..., Retirement, Investments, Insurance, Disability Insurance, Finance, Financial Advisory, Securities, Business Planning, Financial Services, Long Term Care Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance, Strategic Planning, Financial Analysis, Employee Benefits, Entrepreneurship
Education
Indiana Wesleyan University 1996 — 1998
Bachelors
AXA Advisors April 2015 - Present
WestPoint Financial Group May 2014 - March 2015
Sweney Electric May 2013 - January 2014
Pottawattomie Country Club May 2006 - August 2013
Malcolm S. Gerald and Assoc., Inc. May 2012 - January 2013
Education
Indiana University Bloomington 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Michigan City High School 2006 — 2010
TradeWell Tax & Financial December 2014 - Present
WestPoint Financial Group July 2010 - December 2014
Skills
Insurance, Finance, Customer Service, Retirement, Portfolio Management, Risk Management, Life Insurance, Employee Benefits, Entrepreneurship, Securities, Fixed Annuities, Investments, Financial Analysis, New Business Development, Leadership, Financial Services, Sales, Management, Financial Planning, Listening Skills, Recruiting, Strategic Financial..., Mutual Funds, Wealth Management
Education
The American College 2012 — 2015
Certified Financial Planner
Indiana University Bloomington 2006 — 2010
BA, Political Science & Business
Northrop High School 2003 — 2006
Core 40, Internship program & January Graduate
Motion Medical October 2014 - Present
WestPoint Financial Group August 2011 - October 2014
Indiana University Student Athletic Board February 2009 - February 2011
Moorin Holdings LLC May 2009 - August 2010
Camp Sea Gull (YMCA) May 2008 - August 2008
Skills
Fixed Annuities, Insurance, Strategic Financial..., Retirement, Securities
Education
Indiana University Bloomington 2007 — 2011
Bachelor's, Management
Hamilton Southeastern High School 2003 — 2007
Hamilton Southeastern Schools July 2011 - Present
MSD of Wayne Township February 2011 - November 2011
WESTPOINT FINANCIAL GROUP August 2008 - October 2010
Hamilton southeastern 2006 - 2008
Skills
Insurance, Strategic Financial..., Employee Benefits, Customer Service, Marketing, Fundraising, Public Speaking, Sales
Education
Indiana University Bloomington 2012 — 2014
Master's degree, Educational Leadership and Administration, General
Miami University 2001 — 2006
B.S. Education, Life & Earth Science Education
University of Southern Indiana 2001 — 2002
Northwestern Mutual December 2010 - March 2015
Indiana University - Purdue University Fort Wayne (IPFW) December 2011 - May 2012
WestPoint Financial Group March 2010 - December 2010
Lincoln Financial Group November 2005 - March 2010
Skills
Leadership, Customer Service, Sales, Public Speaking, Insurance, Finance, Investments, Marketing, Retirement
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2007 — 2008
MBA, Business
Indiana University-Purdue University at Indianapolis 2005 — 2005
Certificate, International Studies
Université de Strasbourg 2005 — 2005
Certificate, International Human Rights Law Program (Programme Européen d’ Été Études des Droits d’Homme)
Indiana University Bloomington 1998 — 2005
B.A., Political Science & Sociology
Capstone Partners Financial and Insurance Services May 2015 - Present
WestPoint Financial Group August 2009 - May 2015
Lang Financial Group July 2008 - August 2008
Skills
Securities, Insurance, Retirement, Investments, Access, Financial Services, Finance, Strategic Financial..., Analysis, Retirement Planning, Life Insurance, Mutual Funds, Financial Planning, Fixed Annuities
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance & Management
University of Sydney 2008 — 2008
Faculty of Economics and Business
The Miami Valley School 2001 — 2005
OneAmerica Financial Partners Inc. September 2013 - Present
PNC Financial Services Group May 2012 - August 2013
Fifth Third Bank October 2010 - April 2012
WestPoint Financial Group March 2010 - September 2010
Family Development Services, Inc. July 2008 - March 2010
Skills
Series 6, Series 63, Series 65, Sales, Customer Service, Life Insurance, Long Term Care Insurance, Annuities, Mutual Funds, Retirement Planning, Banking, Consumer Lending, Spanish-English
Education
Greenville College 2004 — 2007
Bachelor of Arts, Spanish
Vandalia Community High School 2000 — 2004
High School Diploma
Latin American Studies Program
Essilor September 2015 - Present
Impact Networking January 2014 - July 2015
WestPoint Financial Group November 2012 - June 2013
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Entrepreneurship, Marketing, Sales, Public Speaking, Restaurants, Food, Inventory Management, Social Networking, Sales Process, Leadership, Securities
Education
Ball State University 2007 — 2012
Bachelor's degree, Entrepreneurship
Columbus North High School 2005 — 2007
Leesville High School 2003 — 2005
Charles Schwab May 2012 - March 2014
Charles Schwab December 2011 - May 2012
Charles Schwab February 2011 - December 2011
American Income Life February 2010 - May 2010
WestPoint Financial Group May 2009 - August 2009
Skills
Equities, Mutual Funds, Fixed Income, Investments, Risk Management, Capital Markets, Securities, Finance, Investment Strategies, Trading, Asset Allocation, Financial Services, Derivatives, Bonds, ETFs, Wealth Management, Investment Management, Portfolio Management, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, FINRA, Series 7, Series 63, Equity Valuation, Valuation, Microsoft Office, Customer Service, Leadership, Options
Education
Indiana University 2005 — 2009
Bachelor of Science (BS), Public Financial Management
Indiana University - Kelley School of Business 2005 — 2009
Business Foundations Certificate
WestPoint Financial Group October 2011 - Present
Donnelly's Shamrock Pub September 2010 - February 2012
Peoria Notre Dame May 2009 - August 2009
Education
Marquette University Law School 2008 — 2010
St. Ambrose University 2004 — 2007
Bachelor of Science, Political Science
Illinois Central College 2002 — 2004
Peoria Notre Dame 1998 — 2002
Brunette & Associates LLC October 2012 - Present
WestPoint Financial Group June 2011 - September 2012
ArborMetrics Solutions, Inc. April 2010 - February 2011
Mark M Holeman, Inc June 2005 - April 2010
Skills
Finance, Management, Customer Service, Marketing, Leadership, Financial Services, Microsoft Office, Analysis
Education
Ball State University 2006 — 2009
MBA, Management
Purdue University 2001 — 2005
Bachelors, Forestry
St. Joseph's College (IN) 2001 — 2002
Angie's List February 2013 - Present
WestPoint Financial Group October 2011 - January 2013
Keefer Printing Co. May 2004 - August 2011
Skills
Golf, New Business Development, Marketing Strategy, Advertising, Consulting, Salesforce.com, Sandler, Marketing, Entrepreneurship, Account Management, Sales, Social Media Marketing, Social Networking, Cold Calling
Education
Indiana University Bloomington 2007 — 2010
Bachelor of Science (B.S.), Entrepreneurship and Psychology
Trine University 2006 — 2007
Entrepreneurship
Coyote Logistics June 2012 - Present
WestPoint Financial Group March 2011 - August 2011
Skills
Finance, PowerPoint, Microsoft Excel, Sales, Selling, Marketing
Education
Indiana University Bloomington 2008 — 2012
BSPA, Public Financial Management
WestPoint Financial Group May 2004 - Present
Education
Ball State University - College of Business 2000 — 2004
B.A., Financial Planning & Financial Institutions
WestPoint Financial Group May 2015 - Present
Circle K Convenience Stores (HK) Ltd May 2014 - August 2014
Angie's List October 2013 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Research, Management, Sales, Accounting
Education
Butler University 2012 — 2016
WestPoint Financial Group January 1989 - Present
Skills
Estate Planning, Securities, Investments, Insurance, Retirement, Finance, Disability Insurance, Long Term Care Insurance, Strategic Planning, Leadership, Retirement Planning, Financial Planning, Financial Services, Life Insurance
Education
Indiana University Bloomington 1984 — 1988
B.A, Economics
WestPoint Financial Group May 2013 - Present
Indianapolis Colts May 2012 - August 2012
Indiana Baseball Academy 2007 - 2012
Education
School of Public and Enviromental Affairs 2009 — 2012
Management, Finance
Indiana University Bloomington
Zionsville High School
WestPoint Financial Group May 2014 - Present
RN & Allied Specialties, Inc. March 2014 - April 2014
St. Vincent Hospital August 2010 - June 2013
Kelly Scientific Resources 2007 - 2010
IU Cancer Center 2006 - 2007
Roudebush VA Medical Center 2005 - 2006
Indiana State Department of Health 2004 - 2005
Indiana Consortium for Mental Health Services Research/IU Research 1994 - 2004
Skills
Project Management, Human Resources, Clinical Research, Healthcare, Customer Service, Research, Applicant Tracking..., Recruiting, Resume Writing, Training, Clinical Trials, Grants, Organizational..., Performance Management, Sourcing, Leadership, Case Managment, Account Management, Employee Relations, Career Counseling, Access, Temporary Placement, Nonprofits, Community Outreach, Hiring, Team Building, Interviews, Public Speaking, Talent Management, Employee Benefits, Screening, Conflict Resolution, New Hire Orientations, Event Planning, Budgets, Benefits Administration, Biotechnology, Clinical Development, Policy, Staffing Services, Pharmaceutical Industry, Interview Preparation, Data Analysis, CRM, Management, Clinical Data Management, Social Networking, Leadership Development, Time Management, PowerPoint
Education
Indiana University-Purdue University at Indianapolis 2001 — 2004
Master of Public Health (MPH), Behavioral Health Science
WestPoint Financial Group 2012 - Present
Exelon Nuclear 2011 - 2012
Rantoul Police Department April 2010 - November 2010
Bartonville Police Department 2003 - 2010
Skills
Risk Management, Enforcement, Microsoft Office, Financial Analysis, Private Investigations, Financial Risk, Strategic Financial..., Disability Insurance, Insurance, Public Speaking, Retirement Planning, Criminal Justice, Investigation, Finance, Retirement, Securities, Life Insurance, Financial Services, Mutual Funds
Education
Illinois Central College 2008 — 2010
N/A, Law Enforcement
Princeton High School
Rehab institute January 2014 - Present
WestPoint Financial Group August 2011 - July 2013
Aldi Holding ApS January 2011 - August 2011
Walgreens February 2002 - November 2010
Skills
Customer Service, Leadership, Sales, Team Building
Education
Ball State University 1999 — 2003
History
Greencastle High School 1995 — 1999
US Navy May 2011 - Present
U.S. Navy Reserve October 2008 - May 2011
WestPoint Financial Group September 2007 - February 2010
Education
Indiana University - Kelley School of Business 2004 — 2007
Business, Economics and Public Policy
Indiana University Bloomington 2004 — 2007
Business, Economics and Public Policy
Indiana Leadership Forum
WestPoint Financial Group July 2010 - Present
John Hancock Financial Network June 2009 - July 2010
Sigma Alpha Epsilon Fraternity and Foundation July 2004 - July 2009
Salomon Smith Barney September 1999 - July 2004
Education
Ball State University - College of Business 1995 — 2000
BS, Finance
WestPoint Financial Group 2009 - Present
AXA Advisors 1994 - 2008
McKinley Trucking 1993 - 1994
Transport Industries Corporation 1985 - 1993
First Northern Group 1983 - 1985
Skills
Business
Education
Michigan State University - The Eli Broad College of Business 1985 — 1988
MBA, Business Management
Albion College 1981 — 1985
BA, Economics & Management
Okemos Alumni 1978 — 1981
WestPoint Financial Group August 2015 - Present
Cardinal Services, Inc. of Indiana January 2010 - July 2015
Aflac January 2009 - December 2009
Zimmer July 2007 - April 2009
Skills
Team Leadership, Financial Reporting, Medical Records, Direct Sales, Medical Training, Health Insurance, Life Insurance, Disability Insurance, Warehouse Control, Training, Management, Personal Finance, Cold Calling, Sales, Customer Service, Microsoft Excel, Public Speaking, Team Building
Education
Grace College and Seminary 2013 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Indiana University South Bend 2011 — 2013
Pre-Nursing Studies
Catholic Radio - Indianapolis 2008 - Present
Catholic Business Exchange September 2004 - Present
WestPoint Financial Group April 1994 - Present
National Association of Governors Councils on Physical Fitness and Sports October 1987 - October 1993
Skills
Public Speaking, Strategic Planning, Insurance, Life Insurance, Employee Benefits, Retirement, Health Insurance, Non-profits, Small Business, Finance, Long-term Care, Coaching, Customer Service, Nonprofits, Direct Sales, Networking, Sales, Retirement Planning, Disability Insurance, Leadership, Recruiting, Marketing, Team Building, Training, Cold Calling, Entrepreneurship, Leadership Development, Social Networking, Time Management
Education
University of Illinois at Urbana-Champaign 1976 — 1977
MS, Community Health Education
Northern Illinois University 1968 — 1972
BS, Physical and Health Education
WestPoint Financial Group May 2015 - Present
Johnson Memorial Health Services May 2014 - August 2014
Dunbar Carpentry, Inc. May 2012 - August 2013
Van Valer Law Firm, LLP June 2008 - August 2009
Skills
Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Finance, Financial Services, Analysis, Insurance, Access, Customer Service, Financial Analysis, Sales
Education
Indiana University Bloomington 2011 — 2015
Bachelor’s Degree, Public Finance
WestPoint Financial Group May 2015 - Present
Wabash Valley Family Sports Center May 2010 - May 2015
Chegg December 2014 - March 2015
Northwestern Mutual January 2014 - November 2014
Skills
Life Insurance, Disability Insurance, Insurance, Finance, Building Clientele, Public Speaking, Microsoft Office, Leadership, Customer Service
Education
Indiana State University - School of Business 2011 — 2015
Bachelor's Degree, Finance and Economics
Terre Haute North Vigo High School 2007 — 2011
Houlihan, LLP December 2011 - July 2013
OmniSource Corporation March 2011 - August 2011
WestPoint Financial Group March 2010 - March 2010
Paige's Place August 2007 - September 2009
Region's Bank April 2000 - February 2007
Skills
PowerPoint, Customer Service, Management, Microsoft Word, Accounting, Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, SharePoint, Bookkeeping, Financial Accounting, Payroll, Spreadsheets
Education
Indiana University-Purdue University at Fort Wayne
Associate’s Degree
North Side High School
WestPoint Financial Group May 2013 - Present
Moorfields Eye Hospital, London June 2012 - July 2012
KeyBank May 2010 - May 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
WestPoint Financial Group May 2015 - Present
LIDS Sports Group May 2014 - August 2014
The Plan Consulting Group July 2013 - October 2013
Andy Mohr Automotive Group May 2012 - July 2013
Skills
Microsoft Excel, Time Management, Microsoft Office, Social Media, Public Relations, PowerPoint, Teamwork, Microsoft Word, Marketing, Customer Service, Social Networking, Sports, Event Planning, Team Leadership, Economics, Consulting, Strategic Consulting, Social Planning, Communicaitons, Calculus, Always Punctual, Business Analysis, Nonprofits, Fundraising, Facebook, Data Analysis, Budgets, Finance, Critical Thinking, Event Management, Outlook, Inventory Management, Accounting, Communication, Financial Services, Financial Planning
Education
Purdue University 2010 — 2015
Economics, Finance and Financial Management Services
Purdue University 2010 — 2015
Economics
Abrasive Processing and Technologies, LLC July 2015 - Present
WestPoint Financial Group May 2013 - July 2015
Abrasive Processing and Technologies, LLC May 2008 - May 2013
Best Buy October 2009 - December 2010
Tri-State Athletic Club October 2006 - April 2007
Education
University of Southern Indiana 2006 — 2007
Ball State University
Guerin Catholic High School July 2014 - Present
The O'Connor House April 2014 - August 2014
WestPoint Financial Group April 2014 - July 2014
MEL-RAC, LLC March 2012 - February 2014
Wallington Asset Management September 2009 - July 2011
Indiana Small Business Development Corp 1990 - 1993
Skills
Team Building, Account Management, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Process Improvement, Public Speaking, Strategic Planning, Budgets, Training
Education
Ball State University - College of Business 1981 — 1985
BS, Accounting and Entrepreneurship
WestPoint Financial Group July 2006 - Present
MassMutual Financial Group January 1997 - June 2006
Education
Indiana University Bloomington 1987 — 1990
BS, School of Public & Environmental Affairs
WestPoint Financial Group May 1989 - Present
Education
Olivet Nazarene University 1985 — 1989
Thrivent Financial April 2015 - Present
WestPoint Financial Group August 2007 - April 2015
Thrivent Financial May 2003 - August 2007
Walker Information September 2000 - May 2003
Education
Anderson University 2002 — 2004
MBA
Hanover College 1996 — 2000
Bachelor of Arts, Psychology
WestPoint Financial Group 2002 - Present
Education
Butler University - College of Business Administration 1998 — 2002
Finance
Horizon Planning Group Inc. December 2009 - Present
Innovative Financial Partners/Women's Financial Group July 2008 - Present
Horizon Planning Group January 2008 - Present
WestPoint Financial Group January 1999 - Present
WestPoint Financial Group/ Mass Mutual August 2007 - July 2008
Thrivent Financial 2005 - 2007
Dr. Nikas, D.D.S 2003 - 2005
Education
Anderson University 2006 — 2008
MBA, Business
Anderson University
Masters, Business Administration
University of Vermont 1997 — 2001
BS, Community Development, Applied Economics, and Dental Hygiene
University of Vermont
Bachelor of Science, Applied Science and Economics
Element212 April 2013 - Present
WestPoint Financial Group 2011 - 2013
Actors Theatre of Indiana March 2008 - 2012
Starbucks June 2008 - 2011
Reardon Auditorium Conference & Performance Events 2007 - 2007
Skills
Event Management, Theatre, Musical Theatre, Entertainment, Social Media, Management, Strategic Planning, Project Management, System Administration, Production Managment, Acting, Microsoft Office, Event Planning, Stage, Stage Management, Customer Service
Education
Anderson University 2004 — 2008
Westpoint Financial Group 2009 - Present
Principal Financial Group January 2003 - 2009
Education
Butler University 1998 — 2002
Finance
Butler University - College of Business Administration 1998 — 2002
Dublin H.S.
WestPoint Financial Group January 2008 - Present
Indiana State Police Laboratory April 2003 - December 2007
Education
Ball State University - College of Business 2006 — 2008
MBA
Elmhurst High School
WestPoint Financial Group July 2001 - Present
WestPoint Financial Group (MassMutual) 2001 - Present
Education
Indiana University - Kelley School of Business 1993 — 1998
Accounting
WestPoint Financial Group August 2013 - Present
m.e.d. distribution January 2001 - January 2014
Skills
New Business Development, Sales Management, Strategic Planning, Account Management, Medical Devices, Coaching, Strategy, Product Development, Healthcare, Marketing Strategy, Team Building, Selling, Start-ups, Sales, Sales Operations, Marketing, Business Planning, Cross-functional Team..., Business Development, Entrepreneurship, Direct Sales, Product Launch, Contract Negotiation, Sales Process
Education
Indiana University Bloomington 1984 — 1988
Bachelor of Science, Business Finance
WestPoint Financial Group August 2012 - Present
Northwestern Mutual June 2005 - August 2012
Professional Hockey 1992 - 2004
Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Insurance, Investments, Estate Planning, Long-term Care, Strategic Financial..., Series 63, Securities, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, Finance, Series 6, Wealth Accumulation, Term Life Insurance, Financial Planning
Education
Colgate University 1990 — 1994
St. Michaels College School 1984 — 1989
Georges Vanier
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group January 2008 - Present
WestPoint Financial Group December 2008 - December 2013
John Hancock May 1998 - January 2008
Skills
Long Term Care, Financial Planning, Term Life Insurance, Managed Money, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Investments, Retirement Planning
Education
Indiana State University - School of Business 1993 — 1998
Marketing, Sales, Sales Management
North Putnam High School 1990 — 1993
WestPoint Financial Group June 2014 - Present
New York Life Insurance Company January 2011 - June 2014
Worldwide Financial Reporting January 2009 - January 2011
Technicolor USA, Inc November 2007 - November 2009
Technicolor November 2007 - October 2009
Technicolor USA, Inc January 2001 - January 2007
Technicolor USA, Inc January 1998 - January 2001
Technicolor USA, Inc January 1997 - January 1998
Technicolor USA, Inc January 1993 - January 1997
Technicolor USA, Inc January 1986 - January 1993
Skills
Financial Analysis, Inventory Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Sales, Finance
Education
Indiana University - Kelley School of Business 1972 — 1977
BS, Accounting
WestPoint Financial Group June 2014 - Present
Assisted Transition May 2012 - April 2014
First Internet Solutions 1999 - May 2012
Schaff Software Consulting June 1995 - May 2012
E. H. Boeckh May 1995 - July 1997
Strategic Data Systems June 1983 - May 1995
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1989
MBA, Business Administration
Heidelberg University 1976 — 1980
BA, Mathematics, Music
Obear, Overholser, Huffer & Rider May 2009 - Present
WestPoint Financial Group March 2009 - January 2012
Education
Valparaiso University School of Law 2006 — 2008
JD
Valparaiso University 2005 — 2006
MBA
DePauw University 2000 — 2004
BA
WestPoint Financial Group September 2008 - Present
Education
Ball State University
B.S., Education
WestPoint Financial Group June 2012 - Present
Green Chevrolet July 2006 - 2011
Wike & Associates Consulting January 1998 - August 2003
McDaniels Marketing Communications 2001 - 2002
McDaniels Marketing Communications 2001 - 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1992
B. S. Mgt., Management
The American College 1984 — 1989
CLU, Insurance, A+
American College 1983 — 1986
ChFC, Chartered Financial Consultant
West Point Financial Group; Rick Colglazier & Associates financial services representativeWest Point Financial Group2009 - Present
WestPoint Financial Group 2009 - Present
Bartholomew Consolidated School Corporation August 2006 - December 2008
Education
Miami University 1999 — 2003
Bachelor's, Education
Morgan Stanley November 2014 - Present
WestPoint Financial Group March 2013 - November 2014
Morgan Stanley November 2010 - March 2013
Edward Jones March 2008 - October 2010
Skills
Retirement Planning, Financial Planning, Insurance, Marketing, New Business Development, Superior Client Service
Education
Eastern Illinois University 2003 — 2007
Bachelor of Arts, Communications & Business
Canfield Motors November 2007 - Present
Terick Sales & Service January 1979 - Present
Cass County Sheriff August 1976 - September 2010
WestPoint Financial Group 2009 - 2009
9th Street Auto Body September 1972 - June 1976
Skills
New Business Development, Strategic Planning, Team Building, Customer Service, Automotive, Insurance, Management
Education
Indiana Law Enforcement Academy 1977 — 1977
Law Enforcement Officer and Crime Scene Photography, Criminal Investigations, Evidence Collection, Crisis Negotiations, Photography, Instructor, Firearms
Anderson University 2006 — 2008
Bachelor's of Science, Organizatinal Leadership and Business Management
Anderson College;Anderson Indiana 1972 — 1976
Criminal Justice and Art
Liberty Mutual Insurance March 2013 - Present
PNC Bank 2010 - 2013
Century 21 2011 - 2011
WestPoint Financial Group 2009 - 2010
E&B Paving, Inc. 2001 - 2009
Skills
Personal Lines Auto, Property & Casualty..., Life Insurance, Retirement Planning, Retirement, Insurance, Fixed Annuities, Estate Planning, Retail Banking, Sales Management
Education
Huntington North
Manchester College
FirstBank June 2008 - Present
Merrill Lynch January 2008 - May 2008
WestPoint Financial Group May 2007 - August 2007
Skills
Portfolio Management, Strategic Planning, Risk Management, Prospecting & Sales, Commercial Underwriting, Business Financial..., Construction Draw..., Project Management, Ethics, Human Resource..., Self-motivated, Real Estate Valuation, Audit & Compliance, Financial Projections, Facilities & Expense..., Real Estate & Banking..., Customer Relationship..., Problem Solving, Self-awareness, Sales, Consumer Underwriting, Tax Return Analysis, Underwriting
Education
University of Pennsylvania 2014 — 2016
ABA Stonier Graduate School of Banking
University of Pennsylvania - The Wharton School 2014 — 2016
Leadership Certificate
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (MBA)
Butler University 2004 — 2008
Bachelor of Science, Finance
WestPoint Financial Group January 2013 - Present
American Funds May 2006 - January 2013
Skills
Competitive Analysis, Sales, Customer Service, Leadership, Marketing, Strategic Planning, Salesforce.com, Sales Management, New Business Development, Cold Calling, Team Building, Account Management, Retirement, Finance, Financial Analysis
Education
Indiana Wesleyan University 2009 — 2011
Masters, Business Administration
Ball State University 2004 — 2006
Bachelor, Finance
Loyola University New Orleans 2002 — 2004
Business
Bishop Chatard 1998 — 2002
Hillary Gordon Photography July 2010 - July 2013
WestPoint Financial Group May 2012 - December 2012
Weber Grill Restaurant June 2009 - July 2012
Skills
Adobe Creative Suite, IT Strategy, IT Operations, Technical Recruiting, Program Analysis, Contract Recruitment, Applications Delivery, Programmers, Technical Leads, Technical Support, Consulting, Building Relationships, Interviews, Recruiting, Applicant Tracking..., Management
Education
Indiana University-Purdue University at Indianapolis 2009 — 2012
Bachelors in General Studies, Continuing Education focus in Business & Science
WestPoint Financial Group May 2013 - Present
Edward Rose & Sons August 2012 - December 2012
Corning Incorporated June 2012 - August 2012
Education
Butler University - College of Business Administration 2009 — 2013
Bachelor's degree, Finance and Economics
Two Fish Management August 2011 - Present
WestPoint Financial Group May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Operating..., Personal Communication, Microsoft Office, Telephone Skills
Education
Butler University 2008 — 2012
BS, Finance
WestPoint Financial Group June 2011 - Present
Education
Illinois State University 2009 — 2011
BS, Mathematics
Target May 2015 - July 2015
Willard Library January 2015 - April 2015
Neighborhood Christian Legal Clinic May 2014 - August 2014
White River State Park May 2013 - July 2013
Indiana Landmarks June 2012 - August 2012
WestPoint Financial Group June 2011 - August 2012
Hong Kong House October 2010 - February 2011
Skills
Time Management, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Organization, TEFL/TESOL certified, Community Outreach, Fundraising, Editing, Blogging, Event Planning, Public Speaking
Education
Indiana University-Purdue University at Indianapolis 2015 — 2017
Candidate, Master (MA) of Public History
Indiana University-Purdue University at Indianapolis 2015 — 2017
Candidate, Master (MLS) of Library Science
University of Evansville 2011 — 2015
B.A. in History, History
Harlaxton College - Grantham, UK 2013 — 2013
Study Abroad, 3.85
Zionsville Community High School 2008 — 2011
Academic Honors Diploma
WestPoint Financial Group August 2015 - Present
Education
Indiana University Bloomington 2011 — 2015
AIG February 2014 - Present
One America October 2012 - February 2014
WestPoint Financial Group January 2010 - November 2012
Skills
Underwriting, General Insurance, Brokers, Life Insurance, Risk Management, Health Insurance, Customer Service, Strategic Planning, Investment Strategies, Financial Recruiting
Education
University of Kentucky 1971 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General
Concordia University-Wisconsin 1967 — 1971
High School
WestPoint Financial Group May 2015 - August 2015
Greener Lawn Care June 2014 - August 2014
Carmel Clay Schools May 2012 - August 2013
Education
Purdue University 2012 — 2016
Bachelor's degree, Management and Finance, 3.03/4