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Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Hiện tại
Managing Director
Hơn một năm
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
Đã có việc làm
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing
Avatar of Brian Christopher DuPree.
Avatar of Brian Christopher DuPree.
Past
Painter @Brian Christopher DuPree
2000 ~ Hiện tại
Artist
Hơn một năm
Brian Christopher DuPree Artist Atlanta, GA, USA Brian Christopher DuPree is a life-long painter, beginning his study of oil painting as a young child. As a teenager, he worked with his father, creating paintings for restaurants around Tampa, Florida, where he was born. In 2000, he received his Master of Fine Arts, majoring in Painting, from the University of South Florida College of the Arts. After graduating from college, he entered the art trade as a professional, inspired by landscapes and cityscapes and abstracts only beheld by the most adventurous. Taking an adventurous trip around
Word
PowerPoint
Excel
Thất nghiệp
Part-time / Quan tâm đến làm việc từ xa
10-15 năm
University of South Florida
Painting

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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.
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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.
Hơn một năm
CEO/Owner
Mid Atlantic Financial, LLC
1988 ~ Hiện tại
Moorestown, NJ, USA
Professional Background
Tình trạng hiện tại
Tiến trình tìm việc
Professions
Fields of Employment
Kinh nghiệm làm việc
Management
Kỹ năng
Ngôn ngữ
Job search preferences
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Loại hình công việc
Địa điểm
Làm việc từ xa
Freelance
Học vấn
Trường học
Villanova University
Chuyên ngành
Political Science
In

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
Hồ sơ của tôi

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