Sagepoint Financial, Inc
Company Profile
Industry:Life Insurance Carrier
Phone:
Member:Salvatore Holt / Manager, inactive
Who has worked at Sagepoint Financial, Inc
| Position at Sagepoint Financial, Inc | Previous job position | |
|---|---|---|
| Alfred Labib | Financial Advisor |
|
| Anne Rubio | Senior Executive AssistantSince Aug 2001 |
Sage Point Financial, Inc.Senior Executive Assistant to the President Since 2001 |
| Annmarie Sanchez | Supervision AnalystSince Apr 2000 Supervision Support AnalystSince Mar 2009 |
AIG Advisor GroupSupervision Support Analyst Since 2000 |
| Brian Harris | Financial Advisor |
|
| Christine Perez | osj manager |
|
| Craig Sjonell | Financial AdvisorSince Jun 2000 |
The Regency Group, Inc.President Mar 1998 - May 2000 |
| Dave Hauer | Director of SupervisionSince 2008 |
AIG Financial AdvisorsRegional Supervision Manager - Northeastern Region/Field Supervision Department 2006 - 2008 |
| Don Mcabier | VP InvestmentsSince Nov 2006 |
|
| Elvin Edmonds | Financial Advisor/Certified Financial PlannerTMSince May 2005 |
|
| Erik Hanson | Financial AdvisorSince Aug 2007 |
|
| Frank Giguere | OSJSince Mar 1995 |
sagepointosj 2000 - 2009 |
| James Wakefield | Senior Compliance Analyst/ Branch Office ExaminerSince 2007 Tax AssociateSince 2010 |
Charles Schwab and CompanyRegistered Representative 2006 - 2007 |
| Jeff Brecht | Financial AdvisorSince Jul 2007 |
HRBFAFinancial Advisor Apr 2004 - Jan 2007 |
| Jerry Boda | Branch ManagerSince Jun 1990 |
Boda Financial Group, Inc.President & CFO Since May 1984 |
| John Chitwood | Regional Supervision Director - East CoastSince Jun 2012 Compliance / Advertising SupervisonJan 2010 - Jun 2012 |
AIG Financial AdvisorsCompliance - Surveillance Team Lead / Options Principal Sep 2007 - Dec 2010 |
| Jonathan Zweifel | Senior Vice President, InvestmentsSince Jul 2006 |
H & R Block Financial AdvisorsFinancial Advisor Feb 1999 - Jul 2006 |
| Kyann Johnson | Senior Legal AssistantSince May 1999 |
|
| Mathew Hastings | Registered RepresentativeSince 2008 |
|
| Michael Wolff | Registered PrincipalSince 1988 |
Financial Services UnlimitedVice President & CFO 1983 - 1988 |
| Michelle Harvey | Advertising AnalystSince May 2007 |
|
| Mindy Evans | IMPORTANT DISCLOSURESSince Feb 2005 |
SagePoint FinancialFinancial Services Industry Since Feb 2005 |
| Paul Hlodnicki | Regional Supervisory Manager |
|
| Pete Pavich | Financial Planner and Investment Advisor RepresentativeSince Jan 2008 |
|
| Rita Sonchik | Vice President |
Former Employees
| Position at Sagepoint Financial, Inc | Next job position | |
|---|---|---|
| Connie Mosley | Registered RepresentativeSince 2008 |
NAIFA-TampaSenior Council Since Jun 2012 |