Jamie Berndt

Senior Health Representative

115 followers

Fort 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
  Associated with Jamie Berndt
- Volunteer
  Issued by Fort4Fitness
  Associated with Jamie Berndt
- Tutor
  Issued by Fort Wayne Community Schools
  Associated with Jamie Berndt
- Graduate
  Issued by Greater Fort Wayne Inc.
  Associated with Jamie Berndt
- Volunteer
  Issued by American Cancer Society on Oct 2023
  Associated with Jamie Berndt
- Volunteer
  Issued by Making Strides Against Breast Cancer on Oct 2023
  Associated with Jamie Berndt