Our People

J. William "Bill" Cooley is the President and CEO of ClienTell. Bill is a nationally recognized expert in the life and annuity industry. He is a speaker at national conferences and conducts training for the top performers of large insurance companies. He has worked with over 30,000 producers licensed for insurance, including stockbrokers and insurance agents to effectively transfer the knowledge contained in ClienTell's continuing education programs. His articles have been published in state and national periodicals.

Bill currently holds his California Life, Health and Variable Contracts license and National Association of Securities Dealers General Securities Representative and other licenses (Series 7, 24, 63 & 66).

Sheila Sisemore is our Compliance Manager. She interfaces with the Departments of Insurance and other regulatory bodies to maintain our provider and course status, keeps related information current, provides reports to our clients and maintains the website. She is also responsible for national course filings.

Carol-Ann Brockway is our Accounting Manager and handles the office accounting procedures including contact with client companies.

Gary Jackson is the CE Coordinator and handles scheduling of courses with the Departments of Insurance. He checks workshop locations to assure that credits will not be duplicated and assembles the course delivery package. He verifies delivery of the course delivery packages daily to assure that all course materials were delivered and received on time. Gary is also responsible for all instructor approval filings. Please contact him if you are interested in becoming an instructor or you have already submitted an application to become an approved to check your status as an instructor.

Ranita Hernandez is our Document and Certification Specialist. She verifies delivery of the course delivery packages daily to assure that all course materials were delivered and received on time. If you arrive at your workshop location and have difficulty locating your packages, tracking information can be provided. She also ensures that all attendees receive credits for courses attended. She reports all course rosters to the corresponding state departments of insurance. She also sends out attendee certificates of completion.