Account Executive at Executive Financial Partners, Inc (Sole Proprietorship)
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work:
Executive Financial Partners, Inc since Nov 2010
Account Executive
American Century Investments Aug 1999 - Oct 2010
Brokerage Senior Client Specialist
Blue Springs Ford Sales, Inc. Dec 1996 - Aug 1999
Internet Manager/Car sales
Capitol Federal Savings Mar 1995 - Dec 1996
Invest Representative
Education:
Southeast Missouri State University 1966 - 1970
BS, Education
Skills:
In addition to the above specialties I also offer a wide variety and unique list of investments and insurance including Income Limited Partnerships Mortgage Origination and Refinancing Disability and Long Term Care Insurance Employee Benefit Plans College 529 Plans Group Benefits and Medicare Supplement Insurance
Interests:
stock trading, investing, playing guitar, singing, golf, social and professional networking, Ebay,
Sole Proprietor at American Income Life Insurance Group Apr 2016 - Jun 2016
Insurance Agent
Pure Water Oasis Apr 2016 - Jun 2016
Sales Technician
10/10 Taxi Subsidiary of Kansas City Transportation Group Aug 2014 - May 2015
Sole Proprietor
Southwest Securities 2011 - Dec 2012
Sales and Customer Service Specialist
American Century Investments Aug 1999 - Oct 2010
Senior Brokerage Client Relations Specialist
Education:
Southeast Missouri State University 1966 - 1970
Bachelors, Bachelor of Science, Music Education, Education, Music, Physical Education
Webster Groves High School
Skills:
Mutual Funds Investments Customer Service Management Financial Services Sales Insurance Finance Strategic Planning Life Insurance Process Improvement Leadership Fixed Annuities Series 63 Business Analysis Business Process Improvement E Commerce Small Business Guitarist Guitar Vocalist
James Rolland (1998-2002), Ronda Hefner (1975-1979), Mark Rodgers (1983-1987), Jim McMahel (1984-1988), Brian Senior (1987-1991), Fawn Ruhlander (1992-1996)