WEALTH STRATEGIES GROUP
Company Profile
Industry:Insurance Companies
Phone:
Who has worked at WEALTH STRATEGIES GROUP
| Position at WEALTH STRATEGIES GROUP | Previous job position | |
|---|---|---|
| Adolphe Cyr | Financial RepresentativeSince Dec 2007 |
|
| Brian Evans | Financial SpecialistSince Jun 2013 |
T Rowe PriceSenior Investment Specialist Feb 2011 - Jun 2013 |
| Brian Quinto | Financial SpecialistSince Apr 2011 |
RC Willey Home FurnishingsSales Associate 2012 - 2013 |
| Cecelia Cummings | Director of Marketing |
|
| Cecelia Kirchman | Director of Marketing |
|
| Chris Plante | Client Service Manager |
|
| Christopher Manzanares | Financial SpecialistSince Aug 2011 |
The Guardian Life Insurance Company of AmericaFR Since Aug 2011 |
| Dave Richards | Insurance and Financial Services |
|
| David Trachtenberg | Field Representative |
|
| Dina Madanat | Recruiter |
|
| Grady Gorman | Financial SpecialistSince Apr 2009 |
American National Insurance CompanyMultiple Line Agent Jun 2008 - Apr 2009 |
| Gregory Gianakis | Financial SpecialistSince Jan 2004 |
Findlay AutomotiveUsed Car Manager, Business Development Manager 1998 - 2003 |
| Ivan Jones | Financial RepresentativeSince Jul 2013 |
Owner, American Family Insurance, Ivan Jones AgencyInsurance Advisor Sep 2011 - Jul 2013 |
| Jackie Rains | Agency Underwriting Manager - Life and DisabilitySince Oct 2006 |
A & I Financial ServicesOffice Manager Sep 1995 - May 1998 |
| James Schultz | Owner |
Arthur Andersen & CoCPA 1988 - 1992 |
| Joe Wittenwiler | Financial SpecialistSince Nov 2012 |
COUNTRY FinancialFinancial Planner and Insurance Jun 2010 - Oct 2012 |
| John Scheidegger | PartnerSince Dec 2000 |
|
| Jon Leines | Field RepresentativeSince Aug 2009 |
Profectus Leads GroupPresident Since Jan 2009 |
| Karen Jessey | Owner Financial AdvisorSince Oct 1987 |
|
| Katie Keller | Financial Specialist |
|
| Ken Nierman, Cfp(R) | Financial Specialist |
The Guardian Life Insurance Company of AmericaField Representative Since Sep 2007 |
| Lydia Gonzalez | Account ExecutiveSince Nov 2011 |
Neighborhood Housing ServicesClient Services Manager/Escrow Coordinator Aug 2009 - Apr 2011 |
| Lyle Domenitz | General AgentSince Aug 1996 |
|
| Mahesh Odhrani, Rfpã® | Financial RepresentativeSince Apr 2003 Disability Brokerage ManagerSince Apr 2003 |
Park Avenue SecuritiesFinancial Advisor Since Apr 2003 |
Former Employees
| Position at WEALTH STRATEGIES GROUP | Next job position | |
|---|---|---|
| Andrew Portee | Financial Specialist / Outside SalesAug 2007 - Dec 2008 |
US Health AdvisorsInsurance Consultant Since 2012 |
| Andy Isakson | Financial Representative Financial RepresentativeFeb 2006 - Oct 2011 |
Raytheon Intelligence and Information SystemsSenior Systems Engineer II Since Oct 2011 |
| April Carvatt | Financial Specialist/ Certified Senior AdvisorJan 2006 - Nov 2007 |
Emser TileCustomer Service Rep Since Apr 2014 |
| Bennie Anderson | Financial SpecialistSince Jul 2008 Financial RepresentativeJul 2008 - Jun 2010 |
TIAA-CREFIndividual Consultant Since Jun 2011 |
| Bob Gardner | PresidentSince Sep 1997 |
WSG Advisors, LLCManaging Member Since Sep 2008 |
| Brandon Johnson | Financial Services RepresentativeNov 2009 - Apr 2011 |
|
| Christopher Beeman | Financial AdvisorFeb 2012 - Aug 2012 |
|
| Cody Markham | Financial SpecialistSince Nov 2011 Financial SpecialistOct 2011 - Feb 2013 |
Self-employedIndependent Agent Since Feb 2013 |
| David Renshaw | Financial Services Representative2008 - 2010 |
|
| Debra Anthony | Executive Administrative AssistantFeb 2009 - Mar 2010 Executive Administrative Assistant2009 - 2010 |
Verizon WirelessExecutive Office Professional Since Aug 2010 |
| Denise O'malley | Financial Consultant2004 - 2005 |
Vision Care DirectColorado/Wyoming and Idaho Sales Director Since Jan 2011 |
| Eric Lau | Financial Advisor2007 - 2008 |
Corporate Asian American Employee NetworkVice Chairperson of Marketing Since Jan 2013 |
| Erin Matthias | Financial PlannerNov 2010 - Mar 2011 |
The Guardian Life Insurance Company of America (Guardian), New York, NYDisability Income Specialist Since Mar 2011 |
| Grace Kwan | Financial AdvisorFeb 2011 - Jun 2012 |
|
| Jennifer Faulkner | Receptionist2007 - 2008 |
Hospira Boulder, IncHR Administrator / Payroll Specialist Since 2012 |
| Jennifer Morgan | Receptionist2007 - 2008 |
A&MCOAdministration/Sales Associate Since 2011 |
| Jennifer Sullivan | Registered RepresentativeOct 2003 - Dec 2006 |
RE/MAX Properties Inc. Colorado Springs, COBroker Associate Since Oct 2011 |
| John Salamone | Financial PlannerJun 2010 - Mar 2012 |
Dell - Formerly Quest SoftwareFederal Sales, Virtualization Management Tools Since Mar 2012 |
| John Simmons | Financial ConsultantSep 2008 - Aug 2010 |
Brown & Brown FlagshipCommercial Property & Casualty Agent Since Oct 2009 |
| Jonathan Leines | Field RepresentativeAug 2009 - Dec 2010 |
CCS MedicalChronic Care Consultant Since Feb 2011 |
| Jonathan Zimmerman | InternDec 2010 - Aug 2011 |
CochlearFinancial Analyst, Marketing & Sales Since Jul 2012 |
| Joseph Ricco | Finance InternJun 2010 - Aug 2010 |
Bay Technologies Consulting GroupContract Processor Since May 2012 |
| Lauren Meske | Marketing and Technology InternJun 2013 - Dec 2013 |
United States Citizenship and Immigration ServicesVolunteer Intern, Office of Security and Integrity Since Jun 2014 |
| Matt Walker | Financial Specialist2010 - 2012 |
Triumph Higher Education GroupAdmissions Representative Since 2012 |