CakeResume Talent Search

上級
On
4〜6年
6〜10年
10〜15年
15年以上
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ 現在
Managing Director
1年以上
Present Fort Lauderdale 1031 Alternatives Group, President, Jan 2008 ~ Present 1031 Alternatives Group is an innovative real estate and alternative investment firmAG focus is in the area of 1031 and 1033 tax-deferred exchange replacement property solutions. Wealthcrafters - SII Investments, Financial Advisor - Marketing Director, Jan 2003 ~ Apr 2006 Education Florida Atlantic University, Bachelor of Business Administration (BBA), Bachelor of Business Administration B.B.A. Marketing, 1998 ~ 2001 University of Findlay, Master of Business Administration (MBA), Business Administration and Management, 1996 ~ 1998 Skills Retirement Planning Wealth Management Investments Retirement Estate Planning Financial Planning Alternative Investments Business Management
Retirement Planning
wealth management
estate planning
就職中
就職を希望していません
フルタイム / リモートワークに興味なし
15年以上
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing

最も簡単で効果的な採用プラン

80万枚以上の履歴書を検索して、率先して求人応募者と連絡をとって採用効率を高めましょう。何百もの企業に選ばれています。

  • 検索結果をすべて閲覧
  • 新しい会話を無制限に始められます
  • 有料企業にのみ履歴書を公開
  • ユーザーのメールアドレスと電話番号を確認
検索のコツ
1
Search a precise keyword combination
senior backend php
If the number of the search result is not enough, you can remove the less important keywords
2
Use quotes to search for an exact phrase
"business development"
3
Use the minus sign to eliminate results containing certain words
UI designer -UX
無料プランでは公開済みの履歴書のみ利用できます。
上級プランにアップグレードして、CakeResume限定の何百万の履歴書など、すべての検索結果を閲覧しましょう。

Definition of Reputation Credits

Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
Teamwork
Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
Ability to coach, guide, and inspire a team to achieve a shared goal or outcome effectively.
1年以上
CEO/Owner
Mid Atlantic Financial, LLC
1988 ~ 現在
Moorestown, NJ, USA
Professional Background
現在の状況
求人検索の進捗
Professions
Fields of Employment
職務経験
Management
スキル
言語
Job search preferences
希望のポジション
求人タイプ
希望の勤務地
リモートワーク
Freelance
学歴
学校
Villanova University
専攻
Political Science
印刷

Bill Schantz

Insurance Linked Financial Strategies

A gifted entrepreneur, Bill Schantz is an accomplished Chief Executive Officer and business owner operating in the insurance industry. A resident of Moorestown, New Jersey, Bill Schantz owns and manages multiple companies under the umbrella firm Mid Atlantic Financial, LLC. These companies include Senior Settlements, LLC, which pioneered life settlements in the capital markets; Bedrock Capital Group, LLC, which is a private intrastate offering in the state of Florida; and Harper Financial, LLC, which is an insurance agency.

For all his companies, Mr. Schantz maintains oversight authority over everything from recruiting and training new staff to budgeting, marketing, product development, financial structuring, and regulatory compliance. With over 40 years experience in the insurance industry he has maintained crucial partnerships between his companies and leading actuarial, banking and legal firms within the investment banking arena. These partnerships include relationships with companies like Bear Sterns, Dresdner Bank, Deutsche Bank, Credit Suisse, and others outside of the insurance industry.

Outside of work, Bill Schantz is a member of the Life Insurance Settlement Association. He regularly attends educational forums focused on structured finance and insurance linked assets. A philanthropist, Mr. Schantz and his companies have donated hundreds of thousands of dollars to charities such as Noelle’s Light, Our lady of Good Counsel Church, Ronald McDonald House, Children's Hospital, Missionaries of the Poor, March of Dimes and others.

Moorestown, NJ, US


Work Experience

May 1988 - Present

CEO/Owner
Mid Atlantic Financial, LLC

Mar 1978 - May 1988

District Manager
Senior Settlements, LLC


Education

Sep 1973 - May 1977

BA
Villanova University
Political Science

Resume
プロフィール

Bill Schantz

Insurance Linked Financial Strategies

A gifted entrepreneur, Bill Schantz is an accomplished Chief Executive Officer and business owner operating in the insurance industry. A resident of Moorestown, New Jersey, Bill Schantz owns and manages multiple companies under the umbrella firm Mid Atlantic Financial, LLC. These companies include Senior Settlements, LLC, which pioneered life settlements in the capital markets; Bedrock Capital Group, LLC, which is a private intrastate offering in the state of Florida; and Harper Financial, LLC, which is an insurance agency.

For all his companies, Mr. Schantz maintains oversight authority over everything from recruiting and training new staff to budgeting, marketing, product development, financial structuring, and regulatory compliance. With over 40 years experience in the insurance industry he has maintained crucial partnerships between his companies and leading actuarial, banking and legal firms within the investment banking arena. These partnerships include relationships with companies like Bear Sterns, Dresdner Bank, Deutsche Bank, Credit Suisse, and others outside of the insurance industry.

Outside of work, Bill Schantz is a member of the Life Insurance Settlement Association. He regularly attends educational forums focused on structured finance and insurance linked assets. A philanthropist, Mr. Schantz and his companies have donated hundreds of thousands of dollars to charities such as Noelle’s Light, Our lady of Good Counsel Church, Ronald McDonald House, Children's Hospital, Missionaries of the Poor, March of Dimes and others.

Moorestown, NJ, US


Work Experience

May 1988 - Present

CEO/Owner
Mid Atlantic Financial, LLC

Mar 1978 - May 1988

District Manager
Senior Settlements, LLC


Education

Sep 1973 - May 1977

BA
Villanova University
Political Science