Brian Wondrash resumes & CV records
Resumes
Chief Executive Officer And Investment Advisor
Location:
6733 Cw Smith Rd, Three Lakes, WI 54562
Industry:
Financial Services
Work:
Metlife
Dec 2010 - Dec 2012
Agency Sales Director Catholic Family Life Insurance Custom Concepts Financial Group Oct 2004 - Dec 2007
Vice President Sales and Chief Executive Officer Custom Concepts Financial Group Oct 2004 - Dec 2007
Chief Executive Officer and Investment Advisor Catholic Knights Aug 1989 - Mar 1996
Agent
Agency Sales Director Catholic Family Life Insurance Custom Concepts Financial Group Oct 2004 - Dec 2007
Vice President Sales and Chief Executive Officer Custom Concepts Financial Group Oct 2004 - Dec 2007
Chief Executive Officer and Investment Advisor Catholic Knights Aug 1989 - Mar 1996
Agent
Education:
The American College of Financial Services 2002 - 2004
Skills:
Estate Planning, Financial Advisory, Fixed Annuities, Securities Regulation, Insurance, Retirement Planning, Sales, Financial Planning, Investments, Finance, Financial Services, Wealth Management, Life Insurance, Mutual Funds, General Securities Registered Representative, Strategic Financial Planning, Customer Service, Disability Insurance, Management, Leadership In the Financial Services Industry, Term Life Insurance, Retirement, Annuity Sales, Keys
Inside Sales Representative
Location:
Green Bay, WI
Work:
Inside Sales Representative
Education:
American Educational College 1999 - 2003
Brian Wondrash
Location:
Green Bay, WI
Owner At Custom Concepts Financial Group
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Experience:
Custom Concepts Financial Group (Financial Services industry): Owner, (-)
Brian Wondrash - Three Lakes, WI
Work:
MetLife - Green Bay, WI Dec 2010 to Dec 2012
Agency Sales Director Ameritas Investment Corp. - Green Bay, WI Jan 2008 to Dec 2010
Independent Investment Advisor Catholic Family Life Insurance - Milwaukee, WI Oct 2004 to Dec 2007
Vice President of Sales Custom Concepts Financial Group LLC - Green Bay, WI Jul 1997 to Oct 2004
CEO Custom Concepts Financial Group LLC 1999 to 2004
Fraternal Insurance Counsel from 2000 to 2004 Catholic Knights Insurance Society - Milwaukee, WI Aug 1989 to Mar 1996
Sales Representative Catholic Knights Insurance Society 1992 to 1996
Assistant Agency Manager
Agency Sales Director Ameritas Investment Corp. - Green Bay, WI Jan 2008 to Dec 2010
Independent Investment Advisor Catholic Family Life Insurance - Milwaukee, WI Oct 2004 to Dec 2007
Vice President of Sales Custom Concepts Financial Group LLC - Green Bay, WI Jul 1997 to Oct 2004
CEO Custom Concepts Financial Group LLC 1999 to 2004
Fraternal Insurance Counsel from 2000 to 2004 Catholic Knights Insurance Society - Milwaukee, WI Aug 1989 to Mar 1996
Sales Representative Catholic Knights Insurance Society 1992 to 1996
Assistant Agency Manager
Education:
Preble High School - Green Bay, WI 1999
Management Training Course The American College - Bryn Mawr, PA 2004
CLU, ChFC
Management Training Course The American College - Bryn Mawr, PA 2004
CLU, ChFC