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115,790 results for Life Insurance
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Kelly Crane, CFP®, CLU, CFA, MBA
Providing services: Insurance, Financial Analysis, Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Non-profit Consulting, Tax Advisory, Life Insurance, Personal Tax Planning
St Helena, CA
Summary: President, Chief Investment Officer, and Forbes Best-in-State Wealth Advisor, Kelly Crane, CFP®, CLU, CFA, MBA is driven to help investors pursue their targeted returns with the least possible risk. Kelly is the Chief Investment Officer of Napa Valley Wealth Management, Inc. headquartered in the San Francisco Bay area. With more than 35 years of experience, Kelly’s wealth management approach marries tactical investment analysis with holistic financial planning. As a CFP® professional, Kelly invests each client's portfolio from their personal financial plan., understanding the impact each investment will have on their cash-flow needs, tax picture, and personal risk tolerance. As a Chartered Financial Analyst (CFA), he is highly skilled in analyzing securities via quantitative methodologies. Kelly was an early adopter of bringing the tactical analysis of large, institutional investors to individual clients, and his core competency is developing and managing portfolios that help pursue a target return while managing risk. Kelly believes wholeheartedly in tactical investment strategies that are logical, are well thought out, and remove emotion from the decision-making process. This integrative approach differentiates him from advisors and brokers with an investment-only focus. Read more about Kelly’s investment philosophy: https://www.napavalleywealthmanagement.com. For info on Napa Valley Wealth Management, visit napavalleywealthmanagement.com. ---The financial consultants with Napa Valley Wealth Management are Registered Representative with, and securities offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Advisory Services and Napa Valley Wealth Management are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Summary: Let's Connect ~ Linked In Open Networker ~ LION ~ No IDK ~ 35+ years experience in project management, asset tracking, production programming, and management covering all phases of banking, warehousing, and retail. Asset management professional. Experienced with DDA and Loan processing, legal lending limit calculation, warehousing, order fulfillment, sales forecasting, demand requirements and inventory planning, replenishment planning, international buying, marketing, POS and related retail systems, RF scanners, packaging and labeling, interfacing to various shipping companies, catalog and flyer production, customer service Specialties: Demand Planning Systems Support (Logility) IT Automation Management (Active Batch) ERP Development/Support (home-grown and Oracle EBS) Warehouse Analysis (home-grown and Manhattan) Physical Inventory and Cycle Count methods IT Asset Management (Retail/Corporate) IT Software Licensing and Management Project Analysis Project Management IT Staff Management Big Fix Inventory VSAM VSE ZOS Oracle DB UDB DB2 System Integration Interfaces Oracle EBS Integration COBOL Natural Adabas In 2013, David received his California Life, Accident, and Health Insurance License. He also completed the requirements to allow sales of Long Term Care and Annuity products. He is appointed with several insurers including: Humana, United Health Care, National Western, and American General. David and his wife, Kathi, own Manzanita Insurance Agency and act as a team in helping families in all areas of their finances. Their services include: Life Insurance, Health Insurance, Long Term Care Insurance, Retirement Savings, Budgeting, and Financial Planning.
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Jordan Parker
Providing services: Insurance, Homeowners Insurance, Auto Insurance, Life Insurance
Dallas, TX
Summary: Specializing in Home Insurance, Auto Insurance, Life Insurance, Town Home Insurance, Condo Insurance, Renters Insurance. Ask me about it all! Always open and eager for referral partners ready to succeed together!
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Kaveri Das
Providing services: Financial Accounting, Auto Insurance, Insurance, Life Insurance, Homeowners Insurance, Commercial Insurance, Health Insurance, Project Management
Bengaluru
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Mary L.
Providing services: Health Insurance, Real Estate, Telecommunications, Life Insurance, Brand Marketing, Lead Generation
Caloocan City
Summary: With a robust background in talent acquisition and customer service, I bring a unique blend of skills to the table. Proficient in sourcing, screening, and onboarding candidates, I ensure compliance with industry regulations throughout the process. My commitment to delivering exceptional customer service is unwavering, supported by a track record of success in diverse professional environments.
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Arthur Taulbee, Ph.D.
Providing services: Cybersecurity, Life Insurance, IT Consulting, Project Management, Healthcare Consulting, Diversity & Inclusion, Management Consulting, Business Consulting, Data Recovery, Information Management
United States
Summary: Dr. Taulbee has designed many of the most intricate systems to date for space exploration and commercial sectors. He currently addresses the Space Launching System Data for NASA/SpaceX. Dr. Taulbee concurrently focuses on U.S. Space Force efforts and his advanced space program leadership drives solving problematic complicated Space Maneuvers. He has also excelled at the corporate leadership hierarchy and has successfully implemented most technologies while focusing on forward-thinking in the realms of Aerospace and Space Force tactics. In the Chief levels of major corporations, he has chaired advanced technology efforts to bridge and enhance the dynamic shifts in technology, corporate streamlining, and understanding the world market intimately. He is a well-known speaker at conferences and associations such as Forbes, AMA, Technology, World Science Conferences, MIT and Harvard seminars, and U.S. Government & Military Services engagements. His focus on predictive algorithms within NANO Technology has led to surprisingly positive results in medicine, space propulsion, and subatomic DNA regeneration. His research in nanotechnology with computational applications, one of his biggest accomplishments was the study of plasmon dissipation across graphene. Graphene is an allotrope of carbon in the form of a single layer of atoms in a two-dimensional hexagonal lattice in which one atom forms each vertex. He added the utilization of atomic thin layers of Graphene for the Nth sum of sensor arrays for 360-degree computations and visualizations in aircraft and spacecraft. His ongoing research in Cold Fusion has ground-breaking results and new approaches to deep space travel. An area the U.S. Space Force is directing him to penetrate as the heart of his focal point.
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Dimarie Lleras
Providing services: Tax Preparation, Health Insurance, Life Insurance, Small Business Insurance, Real Estate
Orlando, FL
Summary: Ya sea que esté vendiendo Propiedades, Asegurando a Sus Clientes con los Seguros Adecuados a Su Necesidad o protagonizando el programa de Youtube Bienvenidos A Casa siempre está inspirado e inspirada. Una empresaria carismática y compasiva que se preocupa profundamente por sus clientes, su familia, su trabajo y su comunidad, el amor de Dimarie por todos sus esfuerzos brilla y es el secreto de su éxito. Como uno de los principales expertos en Seguros y bienes raíces de la Florida. es conocida por sus Conocidos y clientes por su integridad, perseverancia y habilidades de negociación de alto nivel, junto con su personalidad arraigada y su entusiasmo contagioso. Dimarie se compromete a proporcionar un servicio inigualable, una comunicación receptiva y una atención meticulosa a los detalles y la transparencia en cada transacción, todo con resultados excepcionales para sus clientes. Dimarie es buscada por clientes locales, nacionales e internacionales por igual. Ella es particularmente experta cuando se trata de ayudar a compradores extranjeros y Locales. Su Programa Bienvenidos A Casa y su Afiliacion a La Rosa Realty. Como uno de los principales expertos en Seguros y bienes raíces de la Florida es conocida por sus Conocidos y clientes por su integridad, perseverancia y habilidades de negociación de alto nivel, junto con su personalidad arraigada y su entusiasmo contagioso. Dimarie se compromete a proporcionar un servicio inigualable, una comunicación receptiva y una atención meticulosa a los detalles y la transparencia en cada transacción, todo con resultados excepcionales para sus clientes.
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Charles P.
Providing services: Life Insurance, Appointment Scheduling, Marketing Strategy, Product Marketing, Telecommunications, Outsourcing, Lead Generation, Business Analytics, Mobile Marketing, Business Consulting
Memphis Metropolitan Area
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Summary: Total Experience of more than 16 years in Banking & Financial sector especially in insurance has helped me to gain knowledge to move forward in my career path. Success is the only goal & keep moving forward with positive approach & utilising the experience & knowledge gained in right direction is one of the motive. Learning never ends & acquiring skill is the only way to gain success in which i believe. Multi Tasking ability with the objective of being committed towards any assignment is a mantra !