707 Talbot St, Arlington Heights, IL 60004 • 8473924515
1715 Mitchell Ave, Arlington Heights, IL 60004 • 8475060470
Arlington Hts, IL
1212 Glenwood Cir, West Bend, WI 53090 • 2623343656
Frederick, MD
Silver Spring, MD
Vienna, VA
Palatine, IL
Lake Zurich, IL
Monona, WI
707 E Talbot St, Arlington Hts, IL 60004
Work
Company:
Gama international
Aug 2014
Position:
Vice president and national director, business development
Education
School / High School:
Truman State University- Kirksville, MO
1986
Specialities:
Business Administration / Marketing
Skills
Leadership • Insurance • Fixed Annuities • Financial Services • 401K • Retirement Planning • Recruiting • Life Insurance • Strategy • Retirement • Disability Insurance • Sales • Executive Coaching • Business Development • Employee Benefits • Management • Strategic Planning • Entrepreneurship • Wealth Management • Risk Management • Mergers and Acquisitions • Sales Management • Vendor Management • Consulting • Marketing • Start Ups • Marketing Strategy • Negotiation • Contract Negotiation • Training • Term Life Insurance • Long Term Care • Mutual Funds • Investments • Iras • Health Insurance • Long Term Care Insurance • Estate Planning • Financial Advisory • Strategic Financial Planning • Small Business • 401K Rollovers • Wealth Accumulation • Securities • Forecasting • Whole Life • General Insurance • Property and Casualty Insurance • Financial Planners • Budgets • Commercial Insurance • Series 6 • Product Development • Human Resources • Series 63 • Variable Annuities • Investment Advisory
Languages
English
Ranks
Certificate:
Finra Series 6, 63 and 26
Interests
Still • Football • Exercise • Home Improvement • Reading • Gourmet Cooking • Sports • Watching Basketball • Home Decoration • Watching Sports • Cooking • Electronics • Baseball • Crafts • Fitness • Music • Movies • Collecting • Kids • Diet • It Keeps Me Young Forever • Walking • Travel • Watching Baseball • Investing • Television • Basketball • Select High School Level Baseball Teams • A Coach of National Level All Star • Watching Football
3533 Heatheridge Dr northeast, Cedar Rapids, IA 52402
Industry:
Financial Services
Work:
Q4Intelligence
Strategy and Growth Coach
United Benefit Advisors (Uba) 2017 - 2020
Senior Vice President
Intellect Design Arena Ltd 2015 - 2017
Senior Vice President
Gama International 2014 - 2015
Executive Vice President, Business Development Division
Securities America Inc. 2012 - 2014
Vice President and National Sales Director
Education:
Purdue University 1994
John F. Kennedy High School
Truman State University
Skills:
Leadership Insurance Fixed Annuities Financial Services 401K Retirement Planning Recruiting Life Insurance Strategy Retirement Disability Insurance Sales Executive Coaching Business Development Employee Benefits Management Strategic Planning Entrepreneurship Wealth Management Risk Management Mergers and Acquisitions Sales Management Vendor Management Consulting Marketing Start Ups Marketing Strategy Negotiation Contract Negotiation Training Term Life Insurance Long Term Care Mutual Funds Investments Iras Health Insurance Long Term Care Insurance Estate Planning Financial Advisory Strategic Financial Planning Small Business 401K Rollovers Wealth Accumulation Securities Forecasting Whole Life General Insurance Property and Casualty Insurance Financial Planners Budgets Commercial Insurance Series 6 Product Development Human Resources Series 63 Variable Annuities Investment Advisory
Interests:
Still Football Exercise Home Improvement Reading Gourmet Cooking Sports Watching Basketball Home Decoration Watching Sports Cooking Electronics Baseball Crafts Fitness Music Movies Collecting Kids Diet It Keeps Me Young Forever Walking Travel Watching Baseball Investing Television Basketball Select High School Level Baseball Teams A Coach of National Level All Star Watching Football
Languages:
English
Certifications:
Finra Series 6, 63 and 26 Personal, Commercial, Variable, Life, Health & Annuity Lines Fellow, Life Underwriting Training Council (Lutcf) Chartered Leadership Fellow (Clf) Chartered Life Underwriter (Clu) Chartered Financial Consultant (Chfc) Certified Employee Benefit Specialist (Cebs) Registered Employee Benefits Consultant (Rebc) Multiple Insurance Licenses Lutfc (Fellow, Life Underwriting Training Council) License In Progress Clf (Chartered Leadership Fellow) Clu (Chartered Life Underwriter) Chfc (Chartered Financial Consultant) The American College The American College, License In Process License In Process
Aug 2014 to 2000 Vice President and National Director, Business DevelopmentSECURITIES AMERICA, INC Omaha, NE Apr 2013 to Jul 2014 Vice President and National Director, Branch Office DevelopmentAMERICAN NATIONAL INSURANCE St. Louis, MO Sep 2012 to Mar 2013 Multiple Line General AgentAEGON / TRANSAMERICA LIFE & PROTECTION / TRANSAMERICA CAPITAL MANAGEMENT Cedar Rapids, IA Feb 2012 to Aug 2012 Senior Vice President, Independent Channel DistributionAEGON / TRANSAMERICA LIFE & PROTECTION / TRANSAMERICA CAPITAL MANAGEMENT Cedar Rapids, IA Feb 2011 to Jan 2012 Vice President, Professional DevelopmentAEGON / TRANSAMERICA LIFE & PROTECTION / TRANSAMERICA CAPITAL MANAGEMENT Baltimore, MD Feb 2011 to Jan 2012 Vice President, Brokerage ServicesAEGON / TRANSAMERICA LIFE & PROTECTION / TRANSAMERICA CAPITAL MANAGEMENT Denver, CO Nov 2007 to Jan 2011 Senior Vice President, National Sales Manager of Fixed Annuities and Life InsuranceAEGON / TRANSAMERICA LIFE & PROTECTION / TRANSAMERICA CAPITAL MANAGEMENT Denver, CO Nov 2007 to Jan 2011 Senior Vice President, Training and DevelopmentBEHN INSURANCE & FINANCIAL SERVICES, INC Cedar Rapids, IA Jun 2002 to Oct 2007 PresidentNEW YORK LIFE INSURANCE COMPANY Cedar Rapids, IA Feb 2001 to May 2002 PartnerAMERICAN FAMILY INSURANCE COMPANY Bettendorf, IA May 1997 to Jan 2001 Regional Sales DirectorAMERICAN FAMILY INSURANCE COMPANY Madison, WI Aug 1996 to Apr 1997 Director of Field TrainingAMERICAN FAMILY INSURANCE COMPANY Denver, CO Jan 1994 to Jul 1996 Sales Training SpecialistAMERICAN FAMILY INSURANCE COMPANY Cedar Rapids, IA Jun 1991 to Dec 1993 Career Agent
Education:
Truman State University Kirksville, MO 1986 to 1991 Business Administration / Marketing