Gayle M Jendzejec

Experience

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  AB to Z Financial Services LLC

  Sept 1995 - Dec 2010

  President

  Help people plan, prepare and pay for their retirement, lower their taxes ,educate their children and manage their cash flow.Also trained and managed other professionals to help individuals and companies solve their financial problems.

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  LifeTime Insurance Group LLC

  Sept 1997 - Sept 1998

  CEO President

  Would you like to know how rich people get rich and stay rich? We show you how to put you in control of your own money....not institutions. Whether it is planning, preparing and paying for college or planning, preparing and paying for your retirement or taxes our team at LifeTime Advisors Group can help you plan and gain control over your money and your future. Let us help you eliminate your stress cracks and worries - meet with us and test us out! Take advantage of your FREE visit with us.

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  College Advisors Group LLC

  Nov 1997 - now

  Managing Director

  CAG offers expert professional advice and guidance to students and their families to help them achieve their higher education goals. CAG provides a comprehensive array of services, including guidance on conducting a college search; help with the college admissions process, FAFSA and Profile filing, loan analysis, understanding the award letter and financial aid for higher education. CAG also specializes in helping families understand the cost of education, as well as helping them to stretch their resources. Show less

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  Lifetime Advisors Group

  Sept 1998 - now

  President

  Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.Holistic financial planning came out of a movement to move away from a product-driven approach to financial planning in which your advisor's goal was to sell you a product such as life insurance, a mutual fund, or an annuity. Holistic financial planning is about achieving your life goals by properly managing your financial resources. In short, your goals are driving the planning process rather than product sales. Financial products are necessary but knowing your plan is the first priority. Once you establish your plan, your financial tools will make sense, working together like a symphony!Holistic financial planning dovetails with comprehensive financial planning which looks at all the components of your financial life including cash flow analysis, risk management, retirement planning, investment management, tax management and estate planning/legacy planning. Show less

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  Citizens Bank

  Feb 2000 - Apr 2002

  Manager

  Responsible for the day-to-day duties of managing a banking branch. Oversees the sales, operations, and business development within the branch, including profits and productivity.Primary responsibilities Supervise activities of the branch. Bring in new customers and boosts profits Create and analyze management information and reports. Coordinate activities among staff. Help implement policies. Set targets and ensure they are met. Train and supervise staff. Hire and terminate staff according to needs. Interact with local chambers of commerce, development agencies, solicitors, accountants. Handle customer complaints. Market and publicize new and existing products and services introduced by the bank. Follow all banking polices as determined by the board of directors or owners of the bank. Show less

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  College Prep Collaborative

  Jun 2012 - May 2016

  Founding member

  Working with variety of companies that specialize in helping individuals, groups, employers and associations plan, prepare and pay for college without sacrificing their other goals.

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  LifeTime Insurance Group LLC

  Jan 2015 - now

  Managing Director