Jamie Berndt

Jamie Berndt

Senior Health Representative

Followers of Jamie Berndt115 followers
location of Jamie BerndtFort Wayne, Indiana, United States

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  • Timeline

  • About me

    Manager Brokerage Services at Osaic

  • Education

    • Northrop HIgh School

      -

      Student Honor Society

    • Ivy Tech Community College

      -
      Associate of Arts and Sciences (A.A.S.) Business Administration and Management, General

      Activities and Societies: Phi Theta Kappa

    • American Public University

      -
      Bachelor of Arts - BA Business Administration and Management, General

      Activities and Societies: Golden Key International Honor Society

  • Experience

    • Oberlin Marketing

      Jan 1998 - Jan 2000
      Senior Health Representative
    • Ash Nickols & Janik

      Jan 2000 - Jan 2002
      Senior Health Representative
    • Jackson Brokerage Corp.

      Jan 2003 - Jan 2006
      Securities & Fixed Business Processor
    • Compass Financial Advisors

      Jan 2006 - Jan 2008
      Marketing Specialist
    • Apple Tree Financial Group, Inc.

      Oct 2009 - Jul 2019
      Chief Operations Officer

      Apple Tree Financial Services, Inc. is unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.

    • Lincoln Financial Network

      Jul 2019 - May 2024
      • Manager Brokerage Services

        Aug 2021 - May 2024
      • Team Lead General Service

        Aug 2020 - Aug 2021
      • Security Service Representative

        Jul 2019 - Aug 2020
    • Osaic

      May 2024 - now
      Manager Brokerage Services
  • Licenses & Certifications

    • Resident Producer Individual - Life, Accident & Health and Property & Casualty

      Indiana Department of Insurance
      Nov 2011
    • QuickBooks Online Certified ProAdvisor

      Intuit
      Mar 2019
    • FINRA Series 66

      FINRA
      Nov 2021
    • FINRA Series 7

      FINRA (Financial Industry Regulatory Authority)
      Oct 2017
  • Volunteer Experience

    • Wellspring Shoppe

      Issued by Wellspring Interfaith Social Services
      Wellspring Interfaith Social ServicesAssociated with Jamie Berndt
    • Volunteer

      Issued by Fort4Fitness
      Fort4FitnessAssociated with Jamie Berndt
    • Tutor

      Issued by Fort Wayne Community Schools
      Fort Wayne Community SchoolsAssociated with Jamie Berndt
    • Graduate

      Issued by Greater Fort Wayne Inc.
      Greater Fort Wayne Inc.Associated with Jamie Berndt
    • Volunteer

      Issued by American Cancer Society on Oct 2023
      American Cancer SocietyAssociated with Jamie Berndt
    • Volunteer

      Issued by Making Strides Against Breast Cancer on Oct 2023
      Making Strides Against Breast CancerAssociated with Jamie Berndt