Isleen Gimenez Wilson

Isleen Gimenez Wilson Email and Phone Number

Relationship Manager at HighPointe Financial Group, LLC @ HighPointe Financial Group, LLC
Overland Park, Kansas
Isleen Gimenez Wilson's Location
Kansas City Metropolitan Area, United States
Isleen Gimenez Wilson's Contact Details

Isleen Gimenez Wilson work email

Isleen Gimenez Wilson personal email

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About Isleen Gimenez Wilson

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I provide total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services I provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in Missouri and Kansas.

Isleen Gimenez Wilson's Current Company Details
HighPointe Financial Group, LLC

Highpointe Financial Group, Llc

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Relationship Manager at HighPointe Financial Group, LLC
Overland Park, Kansas
Isleen Gimenez Wilson Work Experience Details
  • Highpointe Financial Group, Llc
    Relationship Manager
    Highpointe Financial Group, Llc Jun 2015 - Present
    Kansas City Area
    I provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
  • Applicant Information Company
    Ceo
    Applicant Information Company Mar 2003 - Present
    San Francisco Bay Area, Kansas City Metro, Hollywood Florida, Ft. Smith Arkansas
    Oversaw the growth of company from 3 to 26 employees, with an emphasis on organizational development and change management. Managed legal compliance issues involved in opening and operating offices in four states. Ensured company compliance with Fair Credit Reporting Act (FCRA) and Gramm-Leach-Bliley Act. Company services include: pre-employment background screening, tenant screening, and drug testing. Industries served: transportation, energy, federal government, landlords/condominium associations, and many more.
  • Sourceamerica (Formerly Abilityone/Nish)
    Director Of Contract Management
    Sourceamerica (Formerly Abilityone/Nish) Feb 2001 - Oct 2013
    San Ramon, Ca
    Served in a variety of leadership roles to include Director of Contract Management, Team Manager, Technical Support, and Project Analyst. Led a diverse team of onsite and offsite account managers with an emphasis on advanced Federal Procurement, Compliance, and Conflict Resolution. Mentored and Trained account managers in complex pricing, negotiation, and relationship management. Expanded enterprise-wide advocacy efforts by bringing annual Capitol Hill advocacy to frequent legislative district office level advocacy. Streamlined marketing, business development, and contract management processes by developing comparative Government/Commercial market price analysis tools.
  • Pride Industries
    Contract Manager
    Pride Industries Jan 1999 - Jan 2001
    Roseville, Ca
    Planned, drafted, negotiated, and administered contracts accounting for 75% of the company's revenue. Corresponded with military and government agencies regarding contract requirements and performance. Educated operations managers and other personnel about the intricacies of the Federal Acquisition Regulation and the Service Contract Act. Developed an International Standards Organization (ISO) 9000 compliant Contract Review process combining three deparmental concepts into one; managed the customer service, contract pricing, and contract negotiation for all of the organization's commercial and federal government contracts.
  • Law Offices Of Dennis M. Clare
    Law Clerk
    Law Offices Of Dennis M. Clare Jan 1998 - Jan 1999
    Louisville, Kentucky Area
    Assisted with political asylum cases. Managed case files. Prepared exhibits for withholding of deportation hearings. Attended trials. Performed international research to establish case for fear of persecution upon return to native soil.

Isleen Gimenez Wilson Skills

Strategic Planning Contract Management Contract Negotiation Nonprofits Organizational Development Project Management Program Management Community Outreach Government Customer Service Leadership Process Improvement Analysis Coaching Team Building Team Management Management Public Speaking Training Leadership Development Foreign Languages Risk Management Business Process Improvement Change Management Special Needs Planning Debt Management Asset Protection Strategies Asset Development For Non Profits Caregiver Planning Life Care Plan Development College Funding Strategies Retirement Planning Strategies Social Security Claiming Strategies

Isleen Gimenez Wilson Education Details

Frequently Asked Questions about Isleen Gimenez Wilson

What company does Isleen Gimenez Wilson work for?

Isleen Gimenez Wilson works for Highpointe Financial Group, Llc

What is Isleen Gimenez Wilson's role at the current company?

Isleen Gimenez Wilson's current role is Relationship Manager at HighPointe Financial Group, LLC.

What is Isleen Gimenez Wilson's email address?

Isleen Gimenez Wilson's email address is ig****@****ish.org

What schools did Isleen Gimenez Wilson attend?

Isleen Gimenez Wilson attended University Of Iowa College Of Law, Temple University - James E. Beasley School Of Law, University Of Iowa.

What are some of Isleen Gimenez Wilson's interests?

Isleen Gimenez Wilson has interest in Social Services, Children, Cooking, Cross Cultural Understanding, Civil Rights And Social Action, Education, Masters Swimming, Health.

What skills is Isleen Gimenez Wilson known for?

Isleen Gimenez Wilson has skills like Strategic Planning, Contract Management, Contract Negotiation, Nonprofits, Organizational Development, Project Management, Program Management, Community Outreach, Government, Customer Service, Leadership, Process Improvement.

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