Top Financial Services in Greater Omaha Area
Janet Malsam
Operational Excellence Lead - Team FOX
Greater Omaha Area
Operational Excellence Lead - Team FOX
Director of Business Development
Financial Services Investment Officer
Marketing and Operations Coordinator
Operations and Marketing Coordinator/Investment Representative
Financial Advisor
Operations Manager
Sr. Client Services Representative
Zero-Coupon Trading Assistant
Registered Sales Assistant
Bethel University
Mt. View High School
University of Minnesota
Recommendations: 10
Customer Service
Team Building
Leadership
Service Quality
Business Development
Sales
Social Media
Marketing
j****[email protected]
Kelly Coffey
New Client Sales Consultant
Greater Omaha Area
New Client Sales Consultant
Financial Services Representative, Investor Services
Associate Manager, Creative Services
Sales Promotion Manager
Vice President, Marketing
University of Nebraska-Lincoln
University of Nebraska-Lincoln
Wymore Southern High School
Recommendations: 6
Marketing Communications
Public Speaking
Newsletters
Press Releases
Direct Marketing
Marketing
Sales
Series 7
k*****@cox.net
Dixie TenEyck
Broker Associate
Greater Omaha Area
Broker Associate
Omaha's Finest Home Team
Broker Associate
Project Manager Financial Services
Real Estate
Mid-Plains Community College
Millard High School
Recommendations: 5
Certified Residential Specialist
Accredited Buyer's Agent
Graduate of REALTORs Institute
Acreages
Luxury
Golf Course Properties
Seniors Real Estate Specialist
Acreage
d****[email protected]
Lori Davis
Vice President/General Manager, Financial Services
Greater Omaha Area
Vice President/General Manager, Financial Services
Senior Director, Account Management/Sales
Senior Director, Customer Solutions
Senior Director of Operations
Director, Operations
Manager, Interactive Services
Recommendations: 4
l****[email protected]
Sean Swanson LUTCF, CLU®
VUL Product Consultant, West Central Zone
Greater Omaha Area
VUL Product Consultant, West Central Zone
Director of Internal Wholesaling & Advisor Development
Case Design/Case Development
Financial Services Professional
Partner
Owner
Owner
Worship
Worship Leader
Client Services Director
University of Miami
Millard North High School
Recommendations: 3
Telemarketing
Insurance
Music
Life Insurance
Investments
Leadership
Fixed Annuities
Retirement Planning
s****[email protected]
Courtney Light
Investigator
Greater Omaha Area
Investigator
Airman Leadership School Instructor
Team Lead, Financial Services
Pay and Entitlements Coordinator
University of Oklahoma
Ashford University
Community College of the Air Force
Community College of the Air Force
Recommendations: 3
Leadership Development
Training Facilitation
Performance Management
Professional Development Programs
Curriculum Development
Cultural Diversity
Instructional Design
Career Counseling
c****[email protected]
Andy Masten
Business Development/ Account Management
Greater Omaha Area
Business Development/ Account Management
Staffing Consultant
Account Manager
Business Development/ Account Management
Financial Services Professional
Creighton University
Auburn University
Iowa Western Community College
Millard West
Recommendations: 1
Account Management
Sales
Solution Selling
Customer Service
Business Development
Sales Process
Lead Generation
New Business Development
a****[email protected]
Cheryl A. Mascarello
President/CEO
Greater Omaha Area
President/CEO
Vice President/Chief Brand Officer
Underwriting & Collections Manager
Vice President Financial Services
AVP Financial Services
University of Nebraska at Omaha
Metropolitan Community College
Leadership Omaha Class 34
Recommendations: 1
Contract Negotiation
Due Diligence
Strategic Planning
Microsoft Office
Budgeting
Board Relations
Performance Management
Incentive Programs
c****[email protected]
Clark Landers
Director of Financial Services
Greater Omaha Area
Director of Financial Services
Regional Finance Manager
Regional Manager
University of Nebraska-Lincoln
Scottsbluff High School
Recommendations: 0
Finance
Financial Analysis
Solution Selling
New Business Development
Business Development
Executive Management
Forecasting
Cross-functional Team Leadership
c****[email protected]
Nathan Hobson
General Sales Manager
Greater Omaha Area
General Sales Manager
Financial Services
Financial Advisor
Creighton University
Albert Lea High School
Recommendations: 0
n****[email protected]
Steven Scanlan
Vice President & Chief Investment Officer
Greater Omaha Area
Vice President & Chief Investment Officer
Financial Services Product Associate
VP and CIO
Recommendations: 0
Life Insurance
s****[email protected]
Mary O'Donohue
Business and Agriculture Representative for Congressman Ashford
Greater Omaha Area
Business and Agriculture Representative for Congressman Ashford
Washington DC Office Legislative Intern
Financial Services Professional
Newsroom Intern
Co-Owner and CEO
Co-Owner
President
Washington Representative
Creighton University
Recommendations: 0
Financial Analysis
m****[email protected]
Matt Hill
Director Of Financial Services
Greater Omaha Area
Director Of Financial Services
Creighton University
Recommendations: 0
Portfolio Management
Underwriting
Management
Mortgage Lending
Banking
Contract Negotiation
Sales
Financial Modeling
m****[email protected]
m*****@creightonfederal.org
Tanya Hansen
Manager - Human Resources
Greater Omaha Area
Manager - Human Resources
HR Administrator
Financial Services Specialist
Administrative Assistant
Receptionist/Office Assistant
BHS
University of Nebraska-Lincoln
Recommendations: 0
Account Management
Process Improvement
Team Building
Salesforce.com
Project Management
Human Resources
Problem Solving
Employee Benefits
t****[email protected]
Cheney Holmes
Branch Manager- Assistant Vice President
Greater Omaha Area
Branch Manager- Assistant Vice President
Server
Financial Services Consultant
University of Nebraska at Omaha
University of Nebraska at Omaha
Aurora Highschool
Recommendations: 0
Customer Service
Banking
Finance
Management
Commercial Lending
Leadership
CRM
Portfolio Management
c****[email protected]
Toni Gross
Director of Patient Financial Services
Greater Omaha Area
Director of Patient Financial Services
Physician Billing Manager
Manager Children's Physicians
University of Nebraska at Kearney
Recommendations: 0
Revenue Cycle
Healthcare
Healthcare Information Technology
Hospitals
Healthcare Management
Epic Systems
Medicare
EMR
t****[email protected]
Brent Shanholtz
Chief Financial Officer
Greater Omaha Area
Chief Financial Officer
Board of Directors
Director of Financial Services
Credit Analyst
Commercial Loan Special Asset Analyst
Bellevue University
University of Nebraska at Omaha
Recommendations: 0
Loans
Credit
Commercial Banking
Banking
Finance
Essbase
Financial Analysis
Underwriting
b****[email protected]
Jamison R. Moeller, AAMS, CMFC, CRPC
Financial Services Representative
Greater Omaha Area
Financial Services Representative
The University of Iowa
The Unversity Of Iowa
Recommendations: 0
Estate Planning
Mutual Funds
Financial Advisory
Series 7
Asset Allocation
Securities
Insurance
Wealth Accumulation
m****[email protected]
Brett Pascale
Hotel Solutions Specialist
Greater Omaha Area
Hotel Solutions Specialist
Hotel Solutions Advocate
Campaign Coordinator
Financial Services Representative
Customer Service Representative
Dairy Clerk
University of Nebraska at Omaha
Recommendations: 0
Customer Service
Sales
Work Ethic
Time Management
Inventory Management
Cashiering
Leadership
Teamwork
b****[email protected]
Harry Hoch III
Attorney
Greater Omaha Area
Attorney
Attorney
Law Clerk
Law Clerk
Financial Services Officer
Creighton University School of Law
Creighton University
Recommendations: 0
h****[email protected]
Megan Johansen
Commission Analyst
Greater Omaha Area
Commission Analyst
Financial Services Professional
New Business Spec.
Paraplanner
Operations Coordinator
Illinois State University
Recommendations: 0
m****[email protected]
Janna Peterson
Account Executive
Greater Omaha Area
Account Executive
Group Fitness Instructor
Recruiting Consultant
Personal Banker
Financial Services Professional
Field Representative/Area Manager
Nebraska Wesleyan University
Nebraska City High School
Recommendations: 0
Leadership
Information Technology
Applicant Tracking Systems
Talent Acquisition
Recruiting
Fitness Training
Outsourcing
Management
j****[email protected]
Kevin Hensel
Adjunct Faculty
Greater Omaha Area
Adjunct Faculty
Director, Organizational Leadership and Communications Program, University College
Leadership System Consultant
Operations Manager
Vice President, Sales & Marketing
Financial Services Representative
Chief Communications Officer
Senior Training Specialist
Bellevue University
Bellevue University
Recommendations: 0
Leadership
Leadership Development
Training
Coaching
Strategic Planning
Healthcare
Team Building
Customer Service
k****[email protected]
Jarina Karmacharya
Financial Services Officer
Greater Omaha Area
Financial Services Officer
Financial Services Consultant
Restaurant Supervisor
Asst. Customer Service Manager
Bellevue University
Bellevue University
Metropolitan Community College
St marys high school
Recommendations: 0
Banking
j****[email protected]
j****[email protected]
Justin Miller, LUTCF
Multi-Line Agent and Financial Services
Greater Omaha Area
Multi-Line Agent and Financial Services
Retail Specialist
Assistant NCard Tech/Passport Creator
Varsity Coach of Women's Rowing Team
The American College
University of Nebraska-Lincoln
Recommendations: 0
Banking
Microsoft Office
Insurance
Small Business
Microsoft Excel
Customer Service
Retirement Planning
Sales Management
j****[email protected]
Sara Ransford
Financial Services Manager
Greater Omaha Area
Financial Services Manager
Past President - Omaha Chapter
Fiscal Manager
bldg supervisor
University of Nebraska at Omaha
University of Nebraska-Lincoln
omaha marian
Recommendations: 0
Oracle
Excel
Microsoft Office
Financial Reporting
Accounting
Budgeting
Public Speaking
Microsoft Excel
s****[email protected]
Rachel Kress
Director, Student Financial Services
Greater Omaha Area
Director, Student Financial Services
Program Manager/Executive Assistant
Bellevue University
Community College of the Air Force
Recommendations: 0
m****[email protected]
Marc T. Bowman, CPA
Certified Public Accountant
Greater Omaha Area
Certified Public Accountant
Financial Services Professional
Contract Finance Director
Controller
Accounting Manager
Controller
University of Nebraska-Lincoln
Recommendations: 0
m****[email protected]
