American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Genentech April 2013 - August 2015
Genentech March 2012 - April 2013
Genentech July 2007 - March 2012
Cognos July 2004 - July 2007
KPMG August 2001 - June 2004
American Express Financial Advisors June 2000 - May 2001
Skills
Business Analysis, Financial Modeling, Forecasting, Business Intelligence, Cross-functional Team..., Cognos, Management, Leadership, Business Analytics, Project Management, Finance, Team Leadership, Strategic Planning, Strategy, SAP, Biotechnology, Data Warehousing, Pharmaceutical Industry, Budgets, Business Process..., Process Improvement, Healthcare, TM1, Market Analysis, SAP BW, Pharmaceuticals, Data Integration, Budgeting, Trend Analysis, Project Finance, Financial Analysis, Financial Systems, Trend Forecasting, Uncertainty Analysis, QlikView, KPI Dashboards, Demand Planning, Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Health Sector Management (HSM)
North Carolina State University 1999 — 2001
B.S. Business Management, Business, Finance
AccorHotels July 2015 - Present
Sofitel Luxury Hotels and Resorts May 2006 - Present
American Express Financial Advisors August 1999 - July 2001
Peugeot Motors of America August 1997 - July 1999
The Chemists Club May 1993 - April 1997
Hotel des Bergues August 1989 - December 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking
Education
Ecole hôtelière de Lausanne 1985 — 1989
Bachelor's degree, Hotel, Motel, and Restaurant Management
The Mutual Fund Store September 2015 - Present
CFIS - Cano Financial & Insurance Services September 2013 - August 2015
PlanMember Securities Corporation March 2011 - August 2015
Symetra April 2009 - March 2011
MetLife March 2007 - April 2009
Peachtree Settlement Funding May 2007 - September 2008
Peachtree Settlement Funding September 2002 - October 2007
American Express Financial Advisors November 2000 - August 2002
Farnell Financial Services May 1995 - October 2000
TGI Fridays February 1992 - October 1993
Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth
Education
Florida International University 1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment
Hialeah High School 1981 — 1984
Self 2007 - Present
Macy's Department Store 2008 - 2012
San Jose Unified School District 2010 - 2011
Mills Peninsula Health Services 2008 - 2009
Sipex Corporation 2004 - 2005
American Express Financial Advisors 1998 - 2002
Dr. Lewis Osofsky January 1996 - January 1998
Skills
Data Entry, Payroll, Administrative..., Accounts Payable, Office Management, Customer Service, Accounts Receivable, Budgets, Process Scheduler, Employee Benefits, Telephone Skills, Filing, Marketing, Microsoft Office, Microsoft Excel
Education
Foothill College 2008 — 2010
Associate of Science (A.S.), Internet Technology
Concorde Career Institute 1995 — 1996
Certificate, Medical Office Management/Administration
Walmart April 2014 - Present
Walmart June 2006 - April 2014
Office Depot June 2005 - December 2006
PETCO Animal Supplies, Inc. October 2001 - June 2005
CAT Software Corporation June 1996 - June 2001
American Express Financial Advisors 2001 - 2001
deutsche praezisions-ventil gmbh November 1986 - December 1994
U.S. Department of Commerce April 1983 - July 1986
U.S. Department of State 1981 - 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Accounting, Sales, Spanish, Finance
Education
Fletcher School, Tufts University 1981 — 1983
Master's degree, International Business/Trade/Commerce
Georgetown University 1977 — 1981
Bachelor of Science (BS), International Relations and Affairs
Pershing LLC October 2006 - Present
AMCORE Financial October 2003 - October 2006
American Express Financial Advisors January 1998 - October 2003
The Freedom Group January 1996 - January 1998
Carlson Companies February 1994 - January 1996
Skills
Series 7, Mutual Funds, Securities, Series 24
Education
Florida State University - College of Business 2005 — 2007
MBA, General Business Administration
Luther College 1990 — 1994
B.A., Accounting
Wealth Legacy Institute, Inc. August 2007 - Present
American Express Financial Advisors 1992 - 2007
American Arbitration Association 1985 - 1992
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Estate Planning, High Net Worth..., Asset Management, Wealth Management, Wealth, Investment Management, Risk Management, Tax, Fixed Annuities, Alternative Investments, Equities, Hedge Funds, Venture Capital, Financial Planners, Financial Services, Private Banking, Series 7, Wealth Management..., Investments, Life Insurance, Financial Advisory, Asset Allocation, Insurance, Investment Advisory, Private Equity, Mergers & Acquisitions, Securities, IRAs, Mediation, 401k, Investment Strategies, Mutual Funds, Retirement
Education
The American College 2003 — 2005
MSFS, Finance
University of Denver - Sturm College of Law 1983 — 1984
MSJA, Judical Administration
Elmira College 1979 — 1983
BS, Criminal Justice/ADR
Ameriprise Financial Services, Inc. August 2005 - Present
American Express Financial Advisors June 2001 - August 2005
Reznick Group August 2000 - June 2001
IBM April 1996 - March 1998
Education
Georgia State University 1995 — 2000
Bachelor's degree, Finance, General
Charles Schwab February 2014 - February 2015
Wells Fargo December 2006 - February 2014
Hua Mei Inter-cultural Enterprises April 2008 - October 2013
Bank of America May 2005 - January 2006
American Express Financial Advisors July 2003 - April 2005
Skills
Investments, Wealth Management, Portfolio Management, Finance, Asset Management, Financial Advisory, Financial Analysis, Financial Services, Investment Management, Market Research, Financial Modeling, Mutual Funds, Equities, Management, Asset Managment, Business Strategy, Corporate Venture..., Company Valuation, Series 7, Asset Allocation, Valuation
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
CIMA, Investment Management
University of Washington, Michael G. Foster School of Business 1999 — 2000
Certificate, International Business
The George Washington University 1986 — 1991
BA, East Asian Studies, Chinese Language and Literature, 3.6 Cum Laude
Fudan University 1988 — 1989
certificate, Chinese Language and Literature
Investment Banking Institue
Investment banking, corporate venture captital (M&A, LBO), financial valuation and modeling
Coast Tropical July 2012 - Present
Inversiones La Tigra S.A. , Invermol S.A. 2006 - Present
Agroindustrias E.B.C.S.A. July 2008 - July 2011
American Express Financial Advisors January 2004 - March 2005
Shay Financial Services January 2002 - January 2004
Skills
Negotiation, New Business Development, International Sales, International Trade, Export, Product Development, CRM, Account Management, Management, Sales, Business Strategy, Contract Negotiation, Marketing Strategy, Pricing, Purchasing, Real Estate, Sales Management, Sales Operations, Business Planning, Business Development, Forecasting, Key Account Management, Logistics, Market Research, P&L Management, Retail, Strategy, International Business, Strategic Planning, Marketing
Education
Franklin University Switzerland 1997 — 2001
Bachelor of Arts (B.A.), International Management and Finance
Kent School Connecticut 1994 — 1996
State Farm 2005 - Present
3H Sports 2005 - Present
American Express Financial Advisors 1993 - 2004
Skills
Retirement Planning, Mutual Funds, Series 63, Insurance, Strategic Financial..., Fixed Annuities, Estate Planning, Long Term Care Insurance, Disability Insurance, Life Insurance, Investments, IRAs, Retirement, Long-term Care, Series 7, Term Life Insurance, Whole Life, Homeowners, Universal Life, Renters, Health Insurance, Commercial Insurance, Umbrella Insurance, Property & Casualty..., Underwriting, Casualty, General Insurance, Small Business, Financial Advisory, Marine Insurance, Financial Planning
Education
Duquesne University 1986 — 1990
B.S.B.A., Finance
New Castle High School 1983 — 1986
Newbury College August 2015 - Present
North Park University September 2011 - August 2015
Dean College January 2005 - April 2015
Lesley University September 2001 - December 2004
American Express Financial Advisors January 2000 - June 2001
Skills
Enrollment Management, Higher Education, Student Financial Aid, Staff Development, Public Speaking, Nonprofits, Teaching, Student Affairs, Higher Education..., Event Planning, Customer Service, Leadership, Datatel, Microsoft Office, Student Development, Training, PowerPoint, Student Loans, Financial Aid...
Education
North Park University 2011 — 2015
Master's degree, Higher Education/Higher Education Administration
Evangel University 1987 — 1991
Bachelor of Science (BS), Elementary Education and Teaching
SC Staffing Group March 2015 - Present
Charlotte Investment Homes December 2014 - April 2015
Keller Williams Real Estate- Lake Norman December 2012 - January 2014
Bywater Development November 2008 - December 2011
Comstock Homebuilding Company November 2002 - October 2005
Model Home Temps Alexandria January 2001 - November 2002
American Express Financial Advisors October 2000 - October 2001
Skills
Strategic Financial..., Residential Homes, Selling, Sales, Sales Operations, Insurance, Finance, Sales Management, Business Development, Real Estate, Marketing
Education
Strayer University (VA)-MBA 2002 — 2004
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.8 Magna Cum Laude Honors
Virginia Tech 1997 — 2000
Bachelor's degree, Communications, GPA 3.6 Cum Laude Honors
East Carolina University 1995 — 1997
VALIC April 2014 - Present
Merrill Edge June 2010 - March 2014
F & S Asset Management Group April 2005 - July 2010
Henderson Group April 2003 - December 2004
American Express Financial Advisors September 2002 - April 2003
Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
The American College 2003 — 2008
Certified Financial Planner Program
Florida State University 1996 — 2000
BS, Business Administration – Finance
The Ladder Network August 2010 - Present
The Larkins Company August 2004 - Present
Cherokee Solar Power September 2012 - April 2014
Vance-Granville College October 2012 - March 2014
Warrenton Cleaners, Inc. June 2010 - September 2012
Akers & Associates Construction Company February 2003 - August 2004
Sunny Acres Development January 2001 - February 2003
US Airways January 1998 - January 2001
John Hancock Financial Services November 1996 - January 1998
American Express Financial Advisors May 1996 - November 1996
Skills
Strategic Planning, Entrepreneurship, Leadership, Business Development, Organizational..., Program Management, Training, Business Planning, Renewable Energy, Social Media
Education
Duke University 1995 — 1996
Economics/Markets and Management Studies
Howard University 1993 — 1995
Psychology
Merrill Lynch August 2012 - August 2015
New Birth Missionary Baptist Church August 2010 - September 2013
TD Ameritrade August 2006 - August 2010
Adecco August 2005 - April 2006
American Express Financial Advisors April 2004 - June 2005
Cydcor Independent Licensee Companies September 2002 - March 2004
City of Atlanta 2001 - 2002
Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing
Education
Emory University - Goizueta Business School 2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance
Morehouse College 1998 — 2002
B.A, Political Science
Ritz Safety October 2011 - October 2013
Labor Finders March 2007 - January 2011
Labor Finders March 2005 - March 2007
Labor Finders January 2000 - March 2005
American Express Financial Advisors January 1998 - October 1999
Skills
Human Relations, Hiring Practices, Curriculum Creation, Career Assessment, Industrial Safety, Workplace Safety
Education
HRCI 2012 — 2012
Senior Professional of Human Resources, Huam Resources
Florida Atlantic University 2011 — 2011
Certificate, Human Resources Management
Florida Atlantic University 2011 — 2011
Certificate, Employee Compensation & Benefits
University of Florida - Warrington College of Business Administration 1994 — 1997
BS, Business Management
Alexza Pharmaceuticals January 2013 - Present
Parelius Insurance Services April 2011 - September 2012
iD Tech Camps June 2010 - September 2010
Advogent October 2006 - November 2008
Vander Zwaag Financial, Inc. April 2005 - October 2006
American Express Financial Advisors April 2002 - April 2004
DirecTV Broadband December 1999 - September 2001
LifeScan August 1998 - March 1999
Skills
Social Media, Outlook, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, Software Documentation, Lotus Notes, Access, Microsoft Word, Project Planning, QuickBooks, ACT, Account Management, Salesforce.com, Management, Recruiting, Program Management, Training
Education
Evergreen Valley College 2009 — 2011
Associate of Arts (AA), Health Sciences
West Valley College 1999 — 2001
Psychology
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors March 2013 - January 2014
Wells Fargo Advisors, LLC April 2006 - March 2013
Wachovia Securities March 2005 - April 2006
Wachovia Bank October 2002 - March 2005
American Express Financial Advisors April 2000 - October 2001
Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership
Education
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Science
University of Phoenix 2003 — 2006
MBA
NJ Casino Control Commission October 2013 - Present
CVS Caremark Corporation July 2005 - September 2013
American Express Financial Advisors August 2003 - May 2005
Skills
Human Resources, Payroll, Coaching, Training, Management, FMLA, Recruiting, Finance, Succession Planning, Customer Service, Financial Analysis, Inventory Management, Process Improvement, Microsoft Excel, Retail, Team Building, Leadership, Business Analysis, PowerPoint, Microsoft Office, Public Speaking, Team Leadership, Sales, Microsoft Word, Inventory Control, Quality Assurance, Auditing, Customer Satisfaction, Negotiation, Sales Management, Cross-functional Team..., Access, Outlook, Operations Management
Education
Villanova University 2011 — 2012
Human Resources Management and Services
East Carolina University 1999 — 2003
Bachelor of Business Administration (BBA), Financial Planning and Services
Nationwide Financial April 2015 - Present
Nationwide Financial November 2005 - April 2015
Nationwide Financial March 2000 - November 2005
Nationwide Financial June 1998 - March 2000
Nationwide Financial May 1995 - June 1998
Nationwide Financial July 1992 - May 1995
American Express Financial Advisors February 1990 - July 1992
Skills
Competitive Analysis, Sales Management, Project Management, Relationship Management, Mutual Funds, Positioning, Vendor Management, Process Improvement, Analysis, Strategic Planning, Marketing, Product Development, Sales, Business Development, Financial Services, Fixed Annuities, Leadership, Financial Planning, Retirement Planning, Investments, Consulting
Education
Franklin University 1994 — 1998
Bachelors, Finance
Anthem Blue Cross Blue Shield August 2014 - January 2015
HardinGroup, Inc. January 2012 - August 2014
Harris Investor Services December 2007 - January 2012
JPMorgan Chase 2003 - 2007
American Express Financial Advisors 2002 - 2003
Paccar/Kenworth Trucks 2001 - 2002
Competix Software 2001 - 2001
Sprint / Nextel 1999 - 2001
Traditions Golf Club 1996 - 1998
Mission Hills Country Club 1994 - 1996
Skills
Wealth Management, Mutual Funds, Banking, Strategic Financial..., Investments, Estate Planning, Credit, Asset Managment, Retirement, Investment Advisory, Securities, Insurance, Risk Management, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Relationship Management, Equities, Asset Allocation, Investment Management, IRAs, Life Insurance, Financial Goals, Sales, Sales Management, Business Development, Process Improvement, Marketing, Business Strategy, New Business Development, Team Building, Budgets, Small Business, Business Networking, Leadership, Territory Development, Territory Account..., Sales Presentations, Consultative Sales..., Closing Abilities, Sales Process
Education
Ferris State University 1978 — 1982
B.S. Business - PGM, Marketing
Lumen Christi
Shapiro Financial Security Group, Inc. April 2013 - Present
Nova Financial Consulting, LLC September 2002 - March 2013
American Express Financial Advisors 1993 - 2002
Verizon (formerly NJ Bell/Bell Atlantic) and Bell Communications Research 1964 - 1991
Skills
Retirement Planning, 401k Rollovers, Investment Advisory, Personal Financial..., IRA's
Education
New York University 2001 — 2002
Certificate
College of Financial Planning 1996 — 1998
Certificate
Fairleigh Dickinson University 1970 — 1978
BS, MBA
Bridgeton High School
Twin Cities Power September 2011 - September 2013
Cargill January 2000 - September 2010
Melton Research 1997 - 2000
American Express Financial Advisors December 1994 - February 1996
IDS Financial Services (IDS Service Organization), MN April 1993 - December 1994
California International School, Hong Kong 1988 - 1988
Anderson Man Investment Company 1985 - 1988
Integrated Learning Center 1985 - 1988
Skills
Commodity Risk..., market risk, BI reporting tools, Financial Analysis, CRM, Research, Writing, Financial Modeling, Risk Management, Commodity, Strategic Planning, Portfolio Management, Publications, Fiction Writing, Market Risk
Education
Eastern Michigan University 1989 — 1992
BBA, Finance
All American Containers June 2005 - Present
American Express Financial Advisors July 1996 - May 2003
evelio ley & associates 1970 - 1978
Skills
Special Events..., Packaging, Sales Management, New Business Development, Product Development, Account Management, Customer Service, Strategic Planning, Marketing Strategy, Negotiation, Contract Negotiation, Team Building, Direct Sales, Inventory Management, Manufacturing, Purchasing
Education
Florida International University
BS, Mass Communication/Media Studies
Miami Dade Community College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Expack Seafood, Inc October 2008 - Present
Restaurant Depot June 2006 - September 2008
Whole Foods Market August 2002 - April 2006
Red Lobster July 2004 - June 2005
Sutton Place Gourmet/Balducci's September 1998 - June 2002
American Express Financial Advisors February 1996 - August 1999
Rocky Hill Fishery July 1991 - January 1996
Skills
HACCP, Seafood, Frozen, Fish, Food Safety, Food Quality, Aquaculture, Quality Assurance, Retail, Import, Inventory Management, Sanitation, ISO 22000, Ingredients, Meat, Food Industry, Food, Food Processing, SQF, Frozen Food, Food Service, Food Science, Budgets, Product Development, Quality Control, BRC, Packaging, Purchasing, GFSI, Food Manufacturing, Catering
Education
George Mason University
SUNY Oneonta
National Planning Corporation (NPC) February 2012 - Present
Woodbury Financial Services September 2009 - November 2011
American Express Financial Advisors October 1996 - June 2006
Skills
Independent Financial..., Retirement Plan..., Wealth Management..., Wealth Accumulation..., Holistic Financial...
Education
Florida State University - College of Business 1990 — 1992
Bachelor's degree, Finance and International Business
Raymond James Financial Inc. August 2014 - Present
Industrial Development Authority, City of Flagstaff August 2013 - Present
The Literacy Center of Northern Arizona August 2011 - Present
Hozhoni Foundation May 2004 - Present
Edward Jones Investments May 2002 - August 2014
Edward Jones 2002 - August 2014
Edward Jones 2002 - 2014
Flagstaff Family YMCA November 2011 - December 2013
The Hozhoni Foundation June 2005 - July 2013
American Express Financial Advisors August 1992 - May 2002
Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning
Education
Fuller Theological Seminary 1991 — 1992
Theology
Northern Arizona University 1981 — 1985
B.A., English, Finance
Atlantic CommonWealth Advisors June 2012 - Present
Shore Investments June 2004 - June 2012
Shore Bank 2004 - 2012
American Express Financial Advisors September 1998 - June 2004
Skills
Certified Financial..., Retirement Planning, Asset Management, Financial Advisory, 401k Rollovers, Pensions, Investment Strategies, Asset Allocation, Stocks, Bonds, Preferred Stock, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Plan...
Education
Salisbury University 1996 — 1998
BS, Finance; BA, Economics
Queensland University of Technology 1995 — 1995
East Carolina University 1993 — 1995
Salvatore Ferragamo January 2010 - September 2010
Kokua Massage July 2008 - September 2010
Salvatore Ferragamo May 2008 - June 2009
AS Productions Corporation December 2004 - January 2007
The Ritz-Carlton, Osaka June 2005 - July 2005
Pacific Islands Club & Resort Guam June 2004 - November 2004
Osaka Institute of Tourism October 2000 - August 2003
American Express Financial Advisors August 1998 - December 1998
Skills
Japanese, Sales, VIP management, Entrepreneurship, Retail Sales, Hotel Management, VIP Services, Hospitality, Marketing, Public Speaking, Teaching, Fashion, Foreign Languages
Education
Ho Chi Minh University 2010 — 2011
Vietnamese
Anahiem University 2005 — 2006
MBA, Business
Shanghai Jiao Tong University 2003 — 2004
Chinese Language
Nanzan University 1997 — 1998
Japanese Language
1993 — 1998
BA, International Business & East Asian Area Studies
Kansai Gaidai University 1995 — 1996
Japanese
1992 — 1993
1992 — 1992
Asset Marketing Systems 2001 - Present
John Raines Insurance, Inc. March 1995 - Present
The Principal Financial Group March 1999 - April 2000
American Express Financial Advisors March 1998 - March 1999
Bankers Life and Casualty Insurance Company March 1990 - April 1995
Skills
Life Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Estate Planning, IRAs, Public Speaking, Strategic Financial..., 401k, Medicare, Long-term Care, Roth IRA, Term Life Insurance, Retirement, Disability Insurance, Medicare Part D, Health Insurance, Indexed Annuities, Coaching, Business, Retirement Planning, Personal Development, Universal Life, Employee Benefits, Health Savings Accounts, Whole Life, Small Business, Critical Illness, 401k Rollovers, Wealth Management
Education
Maharishi University of Management 1978 — 1980
MA, Education
East Carolina University 1971 — 1976
BA, Psychology, Business
Portfolio Evaluations, Inc January 2006 - Present
ADP Retirement Services 2002 - 2006
American Express Financial Advisors 1999 - 2001
Skills
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined Contribution, Endowment Funds, Retirement
Education
Seton Hall University 1997 — 1999
MBA
Gettysburg College 1993 — 1997
BA
Luther Seminary July 2012 - Present
Hummon Consulting December 2011 - July 2012
MakeMusic September 2009 - July 2011
Personnel Decisions International 2007 - 2009
Greater Twin Cities United Way 2002 - 2007
US Bank 1996 - 2001
American Express Financial Advisors April 1981 - November 1996
Skills
Strategic Planning, Team Building, Change Management, Organizational..., Customer Experience, Marketing Strategy, Market Research, Segmentation, Talent Management, Financial Management, Branding and Positioning, Management Consulting, Mentoring, Coaching, Leadership, Strategy, Leadership Development, Nonprofits, Marketing, Integrated Marketing, CRM, Management, Social Media, Managerial Finance
Education
University of Saint Thomas - School of Business 1982 — 1985
MBA, Business
Harvard University
Certificate, Competitive Strategy Executive Course
Florida State University
Bachelor of Science, Music Therapy
Capital Solution Services September 2014 - Present
Kinetic Management Group September 2014 - Present
SunTrust Bank August 2012 - September 2014
BB&T Wealth Management May 2006 - May 2012
Single Family Residence, LLC January 2003 - January 2005
Third Security, LLC January 2001 - January 2003
American Express Financial Advisors 1994 - 1998
Skills
Wealth Management, Investments, Portfolio Management, Banking, Loans, Finance, Financial Services, Private Banking, Commercial Lending, Small Business Lending, Credit, Risk Management, Consumer Lending, Wealth Management..., Strategic Financial..., High Net Worth..., Mortgage Lending, Commercial Banking, Credit Analysis, Series 7, Series 63, Series 24, Creative Real Estate..., Financial Planning
Education
East Tennessee State University 1991 — 1994
BBA, Finance
Haslam College of Business at the University of Tennessee 1987 — 1989
Finance
Christian Brothers High School 1982 — 1986
Citrix June 2015 - Present
Myxer Inc. September 2007 - August 2014
Connected Media Technologies, Inc. February 2004 - November 2006
BarPoint.com, Inc. May 2000 - February 2004
Gusto Marketing Services, Inc. January 1999 - May 2000
American Express Financial Advisors June 1997 - January 1999
Skills
Recruiting, Human Resources, Start-ups, Management, Strategic Partnerships, Payroll, Mobile Marketing, Online Advertising, Digital Marketing, Mobile Devices, Benefits Administration, Digital Media, Talent Management, Strategy, Online Marketing, Risk Management, Business Development, Social Media Marketing, Mobile Advertising, COBRA, Bookkeeping, 401k, Leadership, Personnel Management, Operations Management, Marketing, New Business Development, Social Media, Financial Reporting, Reporting & Analysis, Employee Relations, Financial Accounting, Accounts Receivable, Accounts Payable, Data Analysis, Financial Analysis, Sales Compensation..., Operational Due..., Web Analytics, KPI Reports, KPI Dashboards
Education
Florida Atlantic University
B.S., International Business
Rutgers, The State University of New Jersey September 2008 - Present
LPL Financial September 1998 - Present
American Express Financial Advisors September 1994 - September 1998
Education
Fairleigh Dickinson University
CFP®
Montclair State University
B.S.
Rutgers, The State University of New Jersey-Newark
MBA
Damariscotta Montessori School July 2001 - Present
Positive Discipline 1997 - Present
Bowie Montessori Children's House August 1998 - June 2001
Bowman International School July 1996 - July 1998
American Express Financial Advisors December 1990 - August 1995
Skills
Fundraising, Curriculum Design, Educational Leadership, Classroom Management, Teaching, Leadership, Strategic Planning, Public Relations, Training, Montessori, Staff Development, Curriculum Development, Teacher Training, Classroom, Early Childhood..., Special Education, Educational Consulting, Public Speaking, Educational Technology, Elementary Education
Education
Endicott College 2001 — 2002
Master of Education (M.Ed.), Education
Hampton University 1986 — 1989
BS, Business Management
New York Military Academy 1983 — 1985
H.S.
MetLife February 2011 - Present
MetLife Securities, Inc. February 2011 - Present
Securian Financial Services, Inc. June 2009 - January 2011
GCG Wealth Management, Inc June 2009 - January 2011
American Express Financial Advisors September 2002 - June 2009
Education
East Stroudsburg University of Pennsylvania 1998 — 2001
BA/BS, Economics/Business Management
The Marlin Company July 2014 - Present
McKesson / Moore Medical March 2012 - June 2014
Hobson Associates February 2011 - October 2011
ProWay March 2009 - February 2011
Bancnorth Investment Group November 2007 - March 2009
ING U.S. February 2007 - September 2007
Travelers Life & Annuity / MetLife October 2003 - February 2007
American Express Financial Advisors December 2001 - February 2003
RJS Associates March 2000 - October 2001
Skills
New Business Development, Salesforce.com, Sales, Account Management, Sales Process, Sales Operations, Consultative Sales..., Relationship Management, Market Research, Investments, CRM, Cold Calling, Lead Generation, Business Development, Business Planning, Customer Retention, Insurance, Sales Presentations, Solution Selling, Strategic Partnerships, B2B, Time Management, Marketing, Strategy, Financial Services, Building Relationships, Customer Acquisition, Strategic Planning, Competitive Analysis, Networking, Direct Sales, Negotiation, Management, Sales Management, SaaS
Education
Eastern Connecticut State University
Business
Three Rivers Community College
Liberal Arts
Lincoln Financial Securities June 1999 - Present
Lincoln Financial Group 2000 - 2014
American Express Financial Advisors February 1995 - June 1999
Education
Florida Atlantic University 1990 — 1992
BPA, Political Science
Santa Fe Community College 1987 — 1989
AA, General
Nisivoccia Wealth Advisors LLC April 2010 - Present
Financial Planning Association of New Jersey December 2014 - Present
FPANJ 2008 - December 2012
FPA of New Jersey January 2008 - December 2010
Ameriprise Financial Services, Inc. November 2009 - March 2010
Ameriprise Financial Services, Inc. 2008 - November 2009
Ameriprise Financial Services, Inc. February 2004 - February 2008
American Express Financial Advisors July 2001 - February 2004
Skills
Retirement Planning, Saving for Education, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Investments, 401k, Asset Allocation, Employee Stock Options, Domestic Partner..., Financial Goals, Financial Services, Investment Strategies, Financial Planners, Securities, Series 63, Leadership, Insurance, Mutual Funds
Education
Leadership NJ 2009 — 2010
Gettysburg College 1997 — 2001
Bachelor of Science (BS), Biochemistry and Molecular Biology & Spanish
St Margaret McTernan 1985 — 1997
Bachelor of Science (BS), Biochemistry and Molecular Biology
Antaeus Wealth Advisors, LLC January 2011 - Present
Sohn & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. October 2005 - January 2011
American Express Financial Advisors November 2000 - October 2005
Milton High School August 1999 - July 2000
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Tax Reduction, Series 7, Mutual Funds, Investments, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, Financial Advisory, Investment Strategies, ETFs, Securities, Financial Services, Asset Managment
Education
Framingham State University 1994 — 1999
BA, Economics with Concentration in Quantitative Economics and Math Minor
University of Massachusetts Dartmouth 1993 — 1994
Computer Engineering
Salem High School 1989 — 1993
Diploma, General Studies
Center for Community Technology Services November 2010 - Present
Center for Community Technology Services at the University of Baltimore October 2007 - July 2009
Generation FIVE June 2007 - August 2007
Horizon Blue Cross/Blue Shield of New Jersey August 2005 - February 2006
MCI Communications June 1998 - August 2001
American Express Financial Advisors September 1994 - December 1996
International Business Machines Corporation November 1992 - April 1994
Alcatel April 1987 - August 1991
Computer Consoles, Inc. June 1981 - June 1986
RLG Associates July 1978 - June 1981
Skills
Ruby, Smalltalk, SQL, Ruby on Rails, Problem Analysis, Programming, Databases, HTML, C, OOP, Software Development, Web Applications, Linux, Software Engineering, Unix, MySQL, Subversion, CSS, Software Design, git
Education
Georgia Institute of Technology 1974 — 1978
BS, Information and Computer Science
Middle Georgia College
AA, Bus. Adm.
Controls Resource Network June 2007 - Present
United Capital Financial Advisers 2006 - 2008
Jefferson Wells 2005 - 2006
Top Gun Professional Search December 1998 - April 2003
American Express Financial Advisors 1990 - 1998
IBM 1986 - 1990
Skills
Engineering, Automation, Engineers, Compensation, Internet Recruiting, Technical Recruiting, Talent Acquisition
Education
Michigan State University - The Eli Broad College of Business 1984 — 1985
MBA, Materials and Logistics Management
Eastern Michigan University 1982 — 1984
BBA, Marketing
University of Michigan 1980 — 1982
None, General studies
Commonwealth Broadcasting, Corp. January 2004 - Present
American Express Financial Advisors August 1998 - February 2002
Education
Ferris State University
Non-Profit August 2003 - Present
Best Pest Control January 2002 - August 2003
AmSouth Bank 2000 - 2000
ADT January 1998 - January 1999
Southern Progress Corporation January 1997 - January 1998
American Express Financial Advisors January 1995 - September 1996
The Right Source 1995 - 1995
Skills
Training, Writing, Staff Management, Budgets, Public Speaking, Event Planning, Analysis, Conflict Resolution, Marketing, Social Media, Curriculum Design, Teaching, Customer Service, Interviews, Staff Development
Education
Beeson Divinity School 1996 — 2000
M.Div, Theology, preaching, liturgics
Furman University 1990 — 1994
B.A., English, Education
RBC Wealth Management Financial Services May 2014 - October 2014
Ameriprise Financial Services, Inc. May 2010 - December 2012
Ameriprise Financial Services, Inc. 2004 - May 2010
Ameriprise Financial Services, Inc. 1999 - 2004
American Express 1996 - 1999
American Express 1994 - 1995
American Express 1990 - 1993
American Express 1987 - 1990
American Express Financial Advisors 1983 - 1987
Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance
Education
University of St. Thomas
Master of Business Administration (M.B.A.)
College of Financial Planning, Denver, CO
CFP
Ferris State University
Bachelor's degree
Mound Westonka High School
Island Athletic Club 2003 - Present
American Express Financial Advisors 1999 - 2003
Washington Mutual Bank 1992 - 1999
Skills
Team Building, Leadership, Strategic Planning, Customer Service
Education
Fort Lewis College 1985 — 1989
BA, Accounting
Invixium June 2015 - Present
NextEra Energy Resources May 2013 - May 2015
Ricoh Americas Corporation January 2005 - May 2013
duPont Publishing November 2003 - December 2004
American Express Financial Advisors 2000 - 2003
Skills
Salesforce.com, Solution Selling, Direct Sales, Account Management, Sales Process, Sales Management, New Business Development, Cold Calling, Customer Retention, Sales, Team Leadership, Contract Negotiation, Management, Recruiting, Negotiation, Customer Service, CRM, Business Development, Sales Presentations, Leadership, Selling
Education
Florida Atlantic University 1995 — 2000
International Business and Marketing, Business and Finance
Lakeland Senior High School
Lakeland Senior High School
Lakeland Senior High School
Ameriprise Financial Services, Inc. 1995 - Present
American Express Financial Advisors 1988 - 1995
Education
Elmira College 1973 — 1977
Bachelor of Science
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Wasserman Inbound Marketing July 2008 - Present
Hair Club for Men and Women August 1998 - July 2008
Hair Club August 1992 - August 1998
American Express Financial Advisors January 1990 - July 1992
Skills
SEO, Email Marketing, Social Media, Competitive Analysis, E-commerce Solutions, Analytics, SEM, Viral Marketing, Social Media Marketing, Online Marketing, Consumer Insights, B2B, Direct Marketing, Market Research, New Business Development, Advertising, B2C, Marketing Strategy, Media Planning, Customer Relations, Marketing Management, Creative Development, Content Marketing, Mobile Marketing, Digital Marketing, PPC, E-commerce, Online Advertising, Lead Generation, Web Analytics, B2B Marketing, Google Adwords, Website Development, Digital Media, CRM, Blogging, Creative Direction, Customer Service, Sales, Entrepreneurship, Digital Strategy, Strategy, Marketing Communications, Marketing, Social Networking, Integrated Marketing, Web Marketing, Google Analytics
Education
Franklin Pierce University 1985 — 1989
Bachelor of Science, Marketing
AXA Advisors November 2006 - Present
First Financial Bank January 2003 - November 2006
American Express Financial Advisors May 2000 - January 2003
Education
Drexel University 1990 — 1995
Carr, Riggs & Ingram, LLC 2010 - Present
Roedl Langford de Kock, LLP 2008 - 2010
Real Estate Insurance Network 2005 - 2007
American Express Financial Advisors 2005 - 2005
Skills
Tax, International Tax, Income Tax, Corporate Tax, State Tax, Tax Accounting, Tax Research, Tax Advisory, Accounting, Partnership Taxation, Finance, Tax Preparation, US GAAP, Financial Statements, S Corporations, Tax Returns
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
Accounting, Assurance & Tax
Georgia State University - J. Mack Robinson College of Business 2000 — 2005
Finance and Risk Management & Insurance
Lustig Financial Services, LLC July 2010 - Present
Estate & Elder Planning Associates January 2008 - Present
Workman Securities Corp January 2006 - June 2010
Mutli-Financial Securities Corp January 1998 - January 2002
American Express Financial Advisors January 1991 - January 1998
Nathan & Lewis Securities January 1982 - January 1991
The Harold L. Lustig Corporation, New York, NY January 1982 - January 1991
Phelps Dodge Corporation January 1972 - January 1976
Comsat Satellite Corporation January 1969 - January 1972
Skills
Long Term Care, Estate Planning, Retirement Planning, Naionaslly Recognized..., Safe Money Investments, Life Insurance Planning, Insurance, Life Insurance, Wealth
Education
Drexel University - College of Business and Administration 1966 — 1968
MBA, Business Administration/Managment
Drexel University - College of Business and Administration 1962 — 1966
B.S., Accounting
Kellogg Company August 2008 - Present
Walmart May 1997 - June 2008
American Express Financial Advisors August 1996 - May 1997
Bank of America August 1995 - August 1996
Publix August 1993 - August 1995
Skills
Strategic Planning, Merchandising, Retail, Budgeting, Procurement, P&L Management, Business Planning, Negotiation, Planning, Marketing Strategy, Team Management, Cross-functional Team..., Forecasting, Supply Chain, P&L, Product Development, Financial Analysis, Business Strategy, Vendor Management, Change Management, Customer Relations, Process Improvement, Operations Management, Team Building, Market Analysis, Market Research, Competitive Analysis, Business Acumen, Cost Reduction, Team Leadership, Strategy Development, Portfolio Management, Budget Management, Market Planning, Vendor Relations, Strategic Thinking, Contract Negotiations, Contract Negotiation, Business Analysis, Analytics, Key Account Management, Global Business..., Global Joint Business..., Walmart and Walmart..., Portfolio Optimization, International M&A and..., Sustainability and..., International Category..., Strategy
Education
University of San Diego 2013 — 2015
Master of Science (MS), Global Business Administration and Leadership, 3.74
University of San Diego 2014 — 2014
Graduate Certificate in Global Project Management, Global Business Administration and Leadership
Florida State University 1989 — 1994
Bachelor of Science (B.S.), International Finance
Florida State University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Sysco February 2010 - July 2013
Ingersoll Rand November 2001 - September 2009
First Union Mortgage Corporation 1997 - 2000
The Fresh Market 1995 - 1997
Taco Bell 1992 - 1995
American Express Financial Advisors 1991 - 1991
Citigroup 1981 - 1989
Skills
Accounting, Account Reconciliation, Journal Entries, Payroll, Financial Analysis, Financial Reporting, Payment Card Processing, Accruals, Cost Accounting, Accounts Payable, Management, Invoicing, Customer Service, Training, Forecasting, Budgets, Employee Benefits, Sarbanes-Oxley, Sales
Education
Fairfield University 1976 — 1980
Bachelors of science, Management
Summit Financial Resources, Inc. September 2007 - Present
AMG National Trust Bank September 2005 - August 2007
PNC Wealth Management June 2001 - August 2005
American Express Financial Advisors November 1999 - May 2001
Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds
Education
University of Pennsylvania 2006 — 2006
Investment Management
Fairleigh Dickinson University 2001 — 2004
MBA, Finance
Roger Williams University 1995 — 1999
BS, Marketing
Head First P-CAT August 2012 - Present
Northrop Grumman IT 2005 - 2007
CSC 2001 - 2006
American Express Financial Advisors 1998 - 1999
Skills
Pricing, Proposal Writing, Analysis, Forecasting, Budgets, Government Contracting, Business Strategy, Program Management, Strategic Planning, Management Consulting, Project Planning, FAR, Cost Benefit, Deltek, Contract Negotiation, Integration, Marketing Strategy, Change Management
Education
Howard University 1986 — 1987
Public Affairs
Duquesne University 1980 — 1984
BS, Accounting
Burrell Senior High School 1978 — 1980
Farmer's Insurance November 2009 - Present
Windows "R" Us January 2009 - Present
First Merit Investment Services November 2006 - January 2009
Chase Investment Services Corp. July 2005 - November 2006
Prudential Financial February 2002 - July 2006
The GrapeVine Network Ltd. January 1996 - April 2002
American Express Financial Advisors April 2001 - February 2002
Delphi Packard Electric Systems March 1994 - December 1999
Education
Financial 2001 — 2008
Licensing and Credentials, Financial
Embry-Riddle Aeronautical University 1989 — 1993
B.S., Aeronautical Science
Black Creek Plantation January 2002 - Present
Macon Telegraph January 1995 - January 2001
American Express Financial Advisors July 1987 - June 1995
Skills
Hunting, Strategic Planning, Marketing Strategy, Time Management, Social Media, Fishing, Sales, Budgets, Marketing, Business Planning, Advertising, Management, Social Media Marketing
Education
Georgia College and State University 1987 — 1989
BBA, Economics
Eric S. Asbell
BS, Economics
Duke Energy Corporation September 2014 - Present
Churchill Equity May 2007 - Present
US Air Force Reserve and Active Duty May 1986 - March 2010
Northwest Airlines July 1996 - May 2007
UPS May 1995 - June 1996
American Express Financial Advisors October 1993 - May 1995
Skills
Safety Management..., Aviation, Aircraft, Flights, Flight Safety, Piloting, Airlines, Command, Flight Training, Air Force, Training, Quality Assurance, Commercial Aviation, Aircraft Maintenance
Education
Embry-Riddle Aeronautical University 1988 — 1990
Masters Degree in Aeronautical Studies, Flight Operations
University of Minnesota-Twin Cities 1982 — 1986
B.A.S., General Education
The Bulfinch Group April 2005 - Present
Boston University September 2014 - Present
American Express Financial Advisors 2002 - 2005
Stryker 2000 - 2002
Skills
Estate Planning, Retirement, Strategy, Small Business, Wealth Accumulation, Management, Budgets, Finance, Investments, Strategic Financial..., Strategic Planning, Risk Management, Asset Managment, Insurance, Financial Analysis, Personal Finance, Leadership, New Business Development, Life Insurance, Sales, Financial Services, Project Planning, Retirement Planning
Education
Fordham Gabelli School of Business 2001 — 2002
MBA, Finance & Accounting / Taxation
University of Maine 1986 — 1990
BA, Political Science
Wolters Kluwer July 2013 - Present
Wolters Kluwer November 2012 - July 2013
Wolters Kluwer January 2012 - November 2012
Unlimited Staffing Solutions, Inc. May 2007 - December 2011
D&B September 2006 - May 2007
D&B August 2005 - October 2006
American Express Financial Advisors June 2004 - August 2004
Digitas November 2002 - August 2003
Digitas February 2001 - November 2002
Investors Bank & Trust 2000 - 2001
Skills
Strategy, Product Marketing, Customer Analysis, Cross-functional Team..., Marketing Strategy, Product Launch, Project Management, CRM, Pricing, Business Intelligence, Business Strategy, Leadership, B2B, Integrated Marketing, Program Management, Start-ups, Marketing, Strategic Planning, Marketing Communications, Management, Product Management, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, General Management, Marketing
Elmira College 1996 — 2000
BS, Management, International Business
adam mcbride designs January 2001 - Present
Apple Retail January 2008 - February 2009
MyKnobs.com June 2007 - September 2007
MG Studios June 2006 - September 2006
Innovative Marine Technologies, Inc. October 2005 - December 2005
DRC Net Services February 2001 - September 2001
American Express Financial Advisors April 2000 - February 2001
Convergys October 1998 - April 1999
Skills
Graphic Design, Digital Media, OS X, Photoshop, Animation, Mac, Photography, HTML 5, Advertising, Image Manipulation, Adobe Creative Suite, Social Networking, iWork, Microsoft Office, CSS, CSS3, Ubuntu, Final Cut Studio, Information Architecture, User Experience, User Interface Design, UI/UX For Touch, OmniGraffle
Education
Parsons School of Design 2012 — 2017
Design & Technology
Full Sail University 2004 — 2005
AA, Digital Media Assembly
Rochester Institute of Technology 1997 — 1999
Computer Science, Software Engineering, Information Technology
Asheville Forensic Accounting January 2015 - Present
Marcum LLP December 2010 - January 2014
Freelance Projects 2009 - 2011
Berenfeld, Spritzer, Shechter & Sheer 2007 - 2009
Alvarez & Marsal 2005 - 2007
Covers Credit January 2004 - December 2005
The Triton Newspaper 2004 - 2005
Investors Capital 2003 - 2005
American Express Financial Advisors 2001 - 2003
Skills
Forensic Accounting, Fraud, Litigation Support, Litigation, Commercial Litigation, Criminal Law, Bankruptcy, Certified Fraud Examiner, Dispute Resolution, Expert Witness, CPA, Forensic Analysis, Accounting, Due Diligence, Business Valuation, White Collar Criminal..., Financial Analysis, Management, Finance
Education
Florida Atlantic University 2004 — 2006
Masters, Forensic Accounting
Florida Atlantic University
Bachelors, Mathematics
State Street Global Advisors August 2015 - Present
Loring Ward August 2011 - August 2015
Lockwood Advisors, Inc. January 2009 - July 2011
Lockwood Capital Management January 2009 - December 2009
Lockwood Advisors, Inc. January 2007 - December 2008
Lockwood Advisors, Inc. January 2005 - December 2006
Lockwood Advisors, Inc. November 2003 - December 2004
American Express Financial Advisors July 2002 - November 2003
Education
Drexel University - LeBow College of Business 2006 — 2008
MBA, Business, Finance
University of Delaware 1997 — 2002
B.A., English and Economics
Ask TiffanyH March 2015 - Present
American Heart Association American Stroke Association April 2013 - February 2015
HOLLINGER Financial January 2006 - April 2013
The White House Project 2010 - 2010
SunTrust Investment Services March 2003 - January 2006
M&T Bank June 2001 - March 2003
American Express Financial Advisors 2000 - 2001
KeyBank 1998 - 2000
Huntington National Bank 1995 - 1997
Skills
Investments, Retirement Planning, Retirement, Fundraising, Strategy, Small Business, Strategic Financial..., Finance, Program Management, Team Building, Business Planning, Estate Planning, Fixed Annuities, Event Planning, Banking, Financial Planning, Asset Allocation, Asset Management, Credit, Investment Advisory, Loans, Mutual Funds, Annuities, Fundra, Nonprofits, Non-profit Leadership, Non-profit Board..., Public Speaking, Strategic Planning
Education
Ursuline College
Master of Business Administration (MBA)
Georgetown University 2004 — 2004
Certificate of Financial Planning
The Ohio State University
BS, Economics
Shaker Heights High School
Dunuwila Wealth Management January 1983 - Present
Lincoln Investment January 2003 - Present
Cadaret, Grant & Co., Inc. January 1993 - December 2002
American Express Financial Advisors August 1983 - December 1992
Niagara University August 1979 - May 1983
Duluth Cathedral High School September 1970 - June 1973
Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management
Education
Fordham University Graduate School of Arts and Sciences 1977 — 1978
Ph.D.
St. John's University, Collegeville, MN 1972 — 1973
Master of Arts (M.A.)
National Divinity College, Sri Lanka 1960 — 1968
Undergraduate Studies
Silver Mountain Group October 2013 - Present
Silver Mountain Market 2001 - Present
American Express June 1994 - April 2015
American Express Financial Advisors 1998 - 2006
American Express June 1994 - March 1996
WorldTEK Event and Travel Management September 1991 - June 1994
Skills
Banking, Business Analysis, Team Management, Credit Cards, Financial Services, Call Centers, Relationship Management, Risk Management, Team Leadership, Credit, Portfolio Management, Vendor Management, Credit Risk, Financial Risk, Retail Banking, Leadership, Management, Payments, Process Improvement, Finance, Change Management, Analysis, Loans, Performance Management, Interviews, Executive Management, Business Development, CRM, Communication, Financial Analysis, Insurance, Credit Analysis, Business Strategy, Stakeholder Management, Microsoft Office, Strategic Planning, Customer Service, Financial Planning, MIS, Negotiation, Business Planning, Teamwork, Customer Retention, Project Planning, Program Management, Financial Modeling, Outsourcing, Time Management, Event Management, Investment Banking
Education
Elizabethtown College
Sociology
APG Asset Management July 2011 - Present
APG Asset Management November 2010 - July 2011
J.P. Morgan August 2006 - May 2010
SMITH BARNEY, CITIGROUP January 2005 - August 2006
Ernst & Young October 2004 - January 2005
American Express Financial Advisors February 2003 - August 2004
Skills
Writing, Alternative Investments, Fixed Income, Hedge Funds, Equities, Risk Management, Financial Risk, Finance, Prime Brokerage, Asset Management, Bloomberg, Derivatives, Portfolio Management, Securities Lending, Investments, Capital Markets
Education
Fairfield University, Dolan School of Business 1998 — 2003
Bachelor of Science, Business Marketing
Fairfield University 1998 — 2002
SAM Phinancial January 2015 - Present
TD Ameritrade September 2010 - December 2014
Charles Schwab December 2001 - August 2010
American Express Financial Advisors December 1999 - December 2001
Education
Florida State University 1993 — 1997
Synovus November 2006 - Present
First Commercial Bank of Tampa Bay July 2006 - November 2006
Colonial Bank October 2005 - July 2006
Colonial Bank February 2005 - October 2005
Colonial Bank April 2004 - January 2005
American Express Financial Advisors June 2004 - December 2004
Bank of America May 2002 - March 2004
Education
University of Central Florida
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65/4.0
Florida Gulf Coast University
Bachelor’s Degree, Finance, 3.60/4.0
The AES Corporation June 2015 - Present
AES February 2014 - June 2015
Cartus March 2013 - February 2014
Cartus July 2010 - March 2013
CARTUS May 2007 - July 2010
CARTUS May 2005 - June 2007
American Express Financial Advisors May 2004 - October 2004
Skills
Account Management, Customer Relations, Budgeting, Relocation, Problem Solving, Budgets, Customer Service, Business Development, Leadership, Management, Project Management, Forecasting, Analysis, Expatriate Management, Process Improvement, Strategic Planning, Corporate Relocation, Business Strategy, Business Analysis, Data Analysis, Financial Analysis, Global Mobility, Negotiation, New Business Development, Human Resources, Six Sigma, Contract Negotiation, Vendor Management, Finance, Program Management, CRM, Logistics, Performance Management, Outsourcing, Business Process..., Payroll, Operations Management, Strategy, Executive Management, Change Management, Relationship Management, Pricing, Management Consulting, Training, SAP
Education
Universitat Ramon Llull 2009 — 2009
MBA Study Abroad, Doing Business in the European Union
Fairfield University 2006 — 2009
MBA, International Business
University of Connecticut 2000 — 2004
BS, Finance
Martius Group, LLC June 2013 - Present
The Cooking Commons ® July 2013 - Present
University of Phoenix June 2010 - May 2013
The Leadership Center 2008 - 2010
Art Institutes and International Culinary School 2004 - 2008
Interlink Management Consulting 2002 - 2004
Plantscape, Inc. Pittsburgh, PA 2000 - 2001
Air & Waste Management Association 1998 - 2000
Scrip Plus Inc. 1997 - 1998
American Express Financial Advisors 1995 - 1997
Skills
Leadership Development, Leadership, Strategic Planning, Strategy, Public Speaking, Executive Coaching, Team Building, Management, Management Consulting, Nonprofits, Marketing, Higher Education, Coaching, Adult Education, Start-ups, Interviews, Business Strategy, Sales, Marketing Strategy, Workshop Facilitation, Executive Management, Organizational..., Event Management, Change Management, Program Management, Small Business, Educational Leadership, Marketing Communications
Education
Ithaca College
BS
American Express
Duquesne University
Nonprofit Leadership Institute Certificate
Penn State University
Continuing Education Certificate
University of Denver
Financial Management Certificate
Parkland High School
The Loaves Studio October 2011 - Present
South Florida Top Professionals September 2007 - Present
Morgan Stanley Investment Management September 2008 - January 2013
Bank of America 2007 - 2008
American Express Financial Advisors 2004 - 2007
Citi 1998 - 2003
Skills
Non-profits, Strategic Financial..., Financial Services, Strategic Planning, Finance, Portfolio Management, Investments, Strategy, Business Analysis, Wealth Management, Project Planning, Business Strategy, Business Development, Start-ups, Financial Planning, Nonprofits, Social Media Marketing, Customer Service, Event Planning, Social Media, Management, Marketing, Leadership, Microsoft Office
Education
Florida Atlantic University 2009 — 2012
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Palm Beach State College 2012 — 2014
Associate's Degree, Motion Picture Production
College for Financial Planning
Paramount Equity Mortgage September 2013 - Present
Reeves Construction, Inc. January 2006 - Present
JPMorgan Chase August 2011 - September 2013
Mechanics Bank April 2004 - January 2008
Metalink October 2000 - April 2004
Apple April 1999 - September 2000
American Express Financial Advisors July 1996 - January 1999
Skills
Mortgage Lending, Sales, Business Development, Marketing, Leadership, Management, Strategy, Conventional Financing, FHA Financing, VA Loans, Jumbos, Strategic Planning, Customer Service, First Time Home Buyers, Investment Properties, Real Estate, Sales Management, Mortgage Banking, Team Building
Education
Golden Gate University
Master of Business Administration (M.B.A.)
The University of Texas at Dallas
BS, Business Administration/Finance concentration
Bitcoin Shops Inc January 2015 - Present
Best Buy February 2010 - February 2015
Best Buy January 2005 - February 2010
Staples February 2003 - December 2004
American Express Financial Advisors February 2002 - February 2003
Best Buy September 1999 - May 2001
Best Buy March 1999 - September 1999
Best Buy December 1997 - March 1999
Skills
Merchandising, Retail Management, Retail, Store Management, Inventory Management, Leadership Development, NSO (New Store Openings), Accounting, P&L Management, Profit, Loss Prevention, Income Statement, Visual Merchandising, Big Box, Store Operations, Inventory Control, Team Building, Customer Service, Forecasting, Driving Results, Retail Sales, Planograms, Multi-channel Retail, Sales, New Store Openings, People Development, Microsoft Excel, Associate Development, Microsoft Word, Outlook, Multi-unit, Customer Experience, Leadership, Shrinkage, Customer Satisfaction, Microsoft Office, Employee Training, Time Management, Management, CPFR, Hiring, P&L, Multi-Unit
Education
High Point University 2002 — 2004
Finance and Economics
Forsyth Technical Community College 1995 — 1997
L M Whitney & Associates July 2006 - Present
Ziegler Wealth Management 2005 - 2006
American Express Financial Advisors 2004 - 2005
Gentiae Clinical Research 2000 - 2004
Whitney Roberts Travel of San Francisco 1996 - 2000
Western College of Travel 1994 - 1996
Imported Creations 1969 - 1994
Department of State & Defense 1967 - 1969
Peace Corps 1964 - 1966
Skills
Small Business, Leadership, Strategic Planning, Cultural Sensitivity, Cosmopolitan, Insurance, Negotiation, Finance, Project Management, Process Improvement, Public Speaking, Innovation, Budgets, Financial Analysis, Investments, Creative, Innovative Thinker, Patient
Education
University of Chile 1970 — 1971
post grad, Political Science and International Relations
Drury University
B.A., Sociology, Psychology
Duke University
Psychology
Minnetonka High School
Lakeshore Region of USAV August 2008 - Present
Hegg Executive Solutions July 2001 - Present
American Express Financial Advisors January 1994 - February 1996
Imperial Printing Company 1993 - 1994
Skills
Manufacturing, Sales, Supervision, Supply Chain, Accounting, Purchasing, Engineering, Finance, Recruiting, Sales Management, Strategic Planning, Cross-functional Team..., Leadership, Process Improvement, Lean Manufacturing, Six Sigma, Training, Budgets, New Business Development, Employee Relations, Negotiation, Team Building, Operations Management, Management, Organizational..., Customer Service, Time Management, Business Development
Education
Ferris State University 1988 — 1993
Bachelor of Science, Printing Management
Ferris State University 1988 — 1993
BS, Managment
Ferris State University 1988 — 1993
AUST IP LAW January 2013 - Present
Lindsey Jaeger May 1995 - Present
NKU Chase College of Law August 2014 - September 2015
NKU Chase College of Law January 2012 - August 2014
Beckfield College January 2012 - October 2012
CincyIP March 2009 - February 2012
Wolfe, LPA November 2007 - December 2011
University of Kentucky July 2001 - January 2005
American Express Financial Advisors May 2000 - October 2000
Education
Northern Kentucky University—Salmon P. Chase College of Law
J.D.
University of Oxford
Georgetown College
B.A.
Larry A. Ryle High School
Intersecurities International October 2014 - Present
Murex Capital LLC September 2012 - September 2014
Avila Capital Markets, Inc. January 2009 - September 2012
Pali Capital January 2005 - December 2008
Merrill Lynch March 2003 - April 2005
American Express Financial Advisors August 2002 - March 2003
Skills
Account Management, Hispanic Market, Social Media Marketing, Marketing Management, Brand Awareness, Project Management, Fixed Income, Marketing Strategy, Emerging Markets, Trading, Marketing, Finance, Hedge Funds, Equities, Options, Bloomberg, Capital Markets, Securities, Structured Products, Derivatives, Financial Analysis, Bonds, Alternative Investments, Investment Banking, Investments, Financial Markets, Asset Managment, Series 7, Series 63, Portfolio Management, Asset Management, Wealth Management, Proprietary Trading, Strategy
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Marketing
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Google February 2014 - Present
American Express April 2013 - February 2014
American Express June 2012 - April 2013
American Express September 2010 - June 2012
American Express October 2009 - October 2010
American Express March 2008 - February 2010
Progressive Nursing Staffers June 2005 - August 2006
Pratt and Whitney Rocketdyne 2006 - 2006
Ameriprise Financial 2003 - 2005
American Express Financial Advisors 2003 - 2005
Skills
Web Development, Strategy, Strategic Planning, Business Analysis, Technology, Process Improvement, Analytics, Product Development, Content Strategy, Product Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Management Systems
Franklin & Marshall College 1999 — 2003
bachelors, biology
Indian Hills High School
United Way Of Greater St Louis November 2000 - Present
A.G. Edwards & Sons, Inc. February 2003 - August 2005
A.G. Edwards & Sons, Inc. July 2000 - February 2003
American Express Financial Advisors December 1999 - July 2000
Skills
Non-profits, Nonprofits, Marketing, Management, Proposal Writing, Community Outreach, Leadership, Strategic Planning
Education
Fontbonne University 2001 — 2003
Master of Business Administration, Business
Seton Hall University
BA, East Asian Studies, Chinese Language
WoodCrafters October 2014 - Present
The Home Depot December 2010 - September 2014
Marshall Associates February 2010 - August 2010
The Home Depot April 2008 - January 2010
The Home Depot June 2006 - April 2008
The Home Depot February 2003 - April 2006
The Home Depot September 2002 - February 2003
TSYS January 2001 - January 2002
MMS s December 2000 - July 2001
American Express Financial Advisors February 2000 - October 2000
Skills
Supply Chain, Temporary Placement, Budgets, Business Development, Cross-functional Team..., Customer Service, Inventory Management, Program Management, Strategic Planning, Retail, Sales, Project Planning, Management, Training, Inventory Control, Performance Management, Project Management, Sourcing, Recruiting, Teamwork, Merchandising, Leadership, Purchasing, Vendor Management, Visual Merchandising, Pricing, Administrative..., Procurement, Logistics, Forecasting, Onboarding, Process Improvement, Team Building
Education
Florida State University 1996 — 1998
Psychology
Florida State University
Bachelor of Science, Psychology
Florida State University
Associate of Science, Sociology
Thrivent Financial March 2013 - March 2015
Thrivent Financial 2013 - 2014
Sofa Selections April 2005 - July 2011
Commonwealth of Pennsylvania - Department of Community & Economic Development (DCED) June 2003 - February 2004
HersheyDirect (HersheysGifts.com) - A Division Of The Hershey Company October 2002 - January 2004
American Express Financial Advisors April 1999 - December 2001
Monumental Life Insurance Company - An AEGON Company October 1998 - February 1999
AEGON AmericasMonumental Life Insurance Company - An AEGON Company November 1996 - October 1998
Monumental Life Insurance Company - An AEGON Company June 1996 - November 1996
Monumental Life Insurance Company - An AEGON Company February 1996 - June 1996
Skills
Public Relations, Human Resources, Recruiting, Training, Sales, Sales Management, Public Speaking, Seminar Marketing, Advertising, Writing, PowerPoint, Life Insurance, Long Term Care Insurance, Disability Income..., Personal Financial..., Saving for Education, Retirement Savings, Retirement Strategies, Estate Strategies, Charitable Gift..., Planned Giving, Fixed Annuities, Small Business..., Business Continuity..., Key Person Insurance, Term Life Insurance, Whole Life Insurance, Variable Life Insurance, Variable Annuities, Annuity Sales, Retail, Merchandising, Purchasing, Computer Graphics, Website Development, Web Design, Microsoft Excel, Editing, Teaching, Salesforce Training, Lead Generation, Market Research
Education
Franklin & Marshall College 1984 — 1991
BA, Major: Government / Minor: English
NetIQ (Part of Micro Focus) November 2011 - Present
IBM 2010 - November 2011
IBM 2007 - 2011
IBM 2002 - 2007
American Express Financial Advisors 2002 - 2002
Skills
Sales Management, International Sales, Direct Sales, Coaching, Enterprise Software, Identity Management, Intrusion Detection, IPS, Disaster Recovery, Professional Services, Network Security, Cloud Computing, Account Management, Solution Selling, Demand Generation, Sales Operations, SaaS, Software Industry, Channel Partners, Strategy, Sales Enablement, Business Development, Security, Cross-functional Team..., Partner Management, Active Directory, Access Management, Data Migration, SIEM, Cyber-security, Software Solution Sales, Management, Selling, Leadership, Sales, Business Alliances, New Business Development, Consulting, Siteminder, Pre-sales, Go-to-market Strategy, CRM
Education
East Carolina University - College of Business 1996 — 2002
MBA and BSBA
Wake Forest Rolesville
Gain Capital Group November 2007 - June 2015
Forex.com GAIN Capital Group October 2008 - April 2011
Forex.com GAIN Capital Group November 2007 - October 2008
Ameriprise Financial October 2006 - May 2007
American Express Financial Advisors 2006 - 2007
Skills
Series 7, series 66, series 3, series 34, Investments, Financial Services, Securities, Equities, Canadian FLC, Canadian NEC, Forex, Leadership Development, Change Management, FINRA, Finance, FX Options, Financial Markets, Foreign Exchange, Electronic Trading, Trading, Management, Training, Uniform Combined State..., Salesforce.com, Analysis, FX Trading
Education
NeuroLeadership Institute 2011 — 2012
Farleigh Dickinson University, Florham Park
B.A, Hospitality Management
Fairleigh Dickinson University
Bachelor's degree, Hospitality Administration/Management
University of Miami 2015 - Present
University of Miami 2014 - 2015
Girl Scout Council of Tropical Florida, Inc. 2011 - 2014
Heartland Payment Systems 2009 - 2011
GT Financial 2003 - 2009
Prudential Financial 1999 - 2002
American Express Financial Advisors 1996 - 1999
Skills
Fundraising, Public Relations, Leadership, Marketing, Management, Nonprofits, Public Speaking, Social Media, Event Planning, Program Management, Research, Marketing Communications, Sales, Strategy, Strategic Planning, Event Management, Project Planning, Social Media Marketing, Staff Development, Marketing Strategy, Leadership Development, New Business Development, Social Networking, Corporate Communications, Advertising, Team Building, Budgets, Media Relations, Volunteer Management, Change Management, Creative Direction, Customer Service, Human Resources, Editing, Time Management, Executive Leadership, Presentations, Training & Development, Financial Management, Budgeting, Acting, Adobe Creative Suite, Web Design
Education
Florida International University - College of Business
The High Potential Leader - Executive Leadership Development Program
Oklahoma City University 1993 — 1995
Bachelor of Science with Honors, Business Administration
Hutchinson Community College 1991 — 1993
Associate of Arts with Honors, Business Administration
1st Global February 2015 - Present
1st Global October 2011 - Present
1st Global July 2011 - October 2011
1st Global December 2010 - April 2011
Spectrum Financial Group/MassMutual November 2007 - December 2010
1st Global 2001 - 2006
American Express Financial Advisors 1996 - 2001
American Express Financial Advisors 1996 - 2001
US Navy August 1990 - November 1996
Skills
Strategic Financial..., Series 7, Retirement Planning, Department Budgeting, Wealth Management, Business Development, Business Planning, Estate Planning, Insurance, Training, Project Planning, Management, Financial Planners, Strategy, Finance, Retirement, Recruiting, Analysis, Budgets, Risk Management, Series 63, Investments, Sales, Consulting, Financial Advisory, Mutual Funds
Education
Florida Agricultural and Mechanical University 1988 — 1990
Bachelor of Science (B.S.), Civil Engineering Technology/Technician
Butch Blum April 2014 - Present
BrandEvolve July 2007 - October 2014
PINK by Victoria's Secret May 2012 - August 2013
Gap Inc./Banana Republic November 2011 - May 2012
National Planning Corporation (NPC) June 2010 - May 2012
Burgopak May 2008 - November 2008
US Cellular April 2007 - November 2007
Frame of Style January 2006 - January 2007
American Express Financial Advisors March 2004 - July 2005
Skills
Knowledge of Visual..., Space Planning, Hand Rendering and..., Computer Rendering, Adobe Photoshop CS5, Adobe Illustrator CS5, Adobe Professional, Analyze and Forecast..., Project Management, Apparel, Photoshop, Marketing Strategy, Illustrator, Mentoring, Space planning, Packaging, Retail, Management, Merchandising, Fashion, Leadership, Visual Merchandising, Customer Service, Marketing, Social Media
Education
Fashion Institute of Design & Merchandising 2010 — 2011
Professional Designation, Visual Communications
University of Maryland - Robert H. Smith School of Business 1999 — 2003
Bachelor of Science (BS), Marketing
Ameriprise Financial Services, Inc. January 2011 - Present
Esco, Hanan, and Associates January 2010 - Present
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial Services, Inc. August 1997 - Present
Ameriprise Financial Services, Inc. August 1997 - Present
American Express Financial Advisors June 2002 - October 2004
Education
Golden Gate University 1995 — 1996
Finance
The Culinary Institute of America 1992 — 1994
Culinary Arts
University of Minnesota-Twin Cities 1990 — 1992
International Relations
KPMG September 2013 - Present
JP Associates, Inc. July 2011 - September 2013
L-3 Communications May 2011 - July 2011
Computer Science Corporation May 2005 - May 2011
Qwest Government Services Inc. March 2004 - May 2005
Calian Technology December 2002 - March 2004
American Express Financial Advisors August 2001 - July 2002
Skills
CPA, Financial Analysis, Managerial Finance, Internal Controls, Forecasting
Education
Isenberg School of Management, UMass Amherst 2006 — 2008
MBA, Management
George Mason University 1997 — 2001
B.A., Economics
Banyan Wealth Management 2009 - Present
ING 2005 - 2009
American Express Financial Advisors 2002 - 2005
McKinsey & Company 2001 - 2002
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Faculty of Management Studies - University of Delhi
MBA
The Doon School, Dehradun, India
Microsoft September 2013 - Present
Microsoft March 2012 - September 2013
Microsoft March 2007 - March 2012
Microsoft August 2006 - March 2007
MedStar Health June 2004 - August 2006
MedStar Health December 2003 - June 2004
American Express Financial Advisors June 2003 - November 2003
Skills
Budget Management, Acquisition Integration, Operations Management, Business Analysis, Process Improvement, Change Management, Program Management, Budgets, Cross-functional Team..., International Business..., Team Leadership, Data Analysis, Analysis, Business Process, Training, Forecasting, Management, Strategy, Integration, Leadership, Outsourcing, Business Development, Project Management
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA
University of Maryland College Park 2001 — 2003
BA
Goucher College 1999 — 2001
Transfer
SureTek Medical Reprocessing Services 2009 - Present
US Banccorp 2005 - 2009
American Express Financial Advisors October 2000 - May 2005
American Express Financial Advisors 2000 - 2005
American Express Financial Advisors January 2000 - October 2000
Skills
Sales Operations, Medical Devices, Account Management, Orthopedic, Sales Process, Selling, Direct Sales, Sales, Team Building, New Business Development, Leadership, Cross-functional Team..., Sales Management, Key Account Management, Healthcare
Education
Eckerd College 1993 — 1998
University of St. Thomas 1993 — 1998
B.A., Business Administration
Allen, Pinnix & Nichols, P.A. August 2011 - Present
Elon University November 2009 - May 2011
NC Department of Justice May 2010 - August 2010
NC Administrative Office of the Courts May 2009 - August 2009
Capital One January 2006 - August 2008
American Express Financial Advisors August 2004 - December 2005
Skills
Non-profits, Charities, Foundations, State Tax, Sales & Use Tax..., Uniform Combined State..., Compensation Strategies, Executive Compensation..., Regulatory Affairs, Financial Regulation, Compliance, Decision Sciences, Credit Card Analytics, Customer Experience..., Business Intelligence, Competitive Analysis, Public Policy, Political Consulting, Nonprofits, Marketing Strategy, Research, Legal Research, Corporate Governance, Legal Writing, Management
Education
Elon University 2008 — 2011
J.D., Law
The George Washington University - School of Business 2006 — 2007
Masters Certificate, Project Management
North Carolina State University
B.S./B.A., Business Management/Political Science
The McTigue Financial Group April 2004 - Present
American Express Financial Advisors 2000 - 2004
Merrill Lynch 1997 - 2000
Education
The John Marshall Law School
Juris Doctor, Law
Florida International University
Bachelor of Business Administration (BBA), Finance
Fidelity Bank May 2015 - Present
Wells Fargo November 2003 - May 2015
American Express Financial Advisors January 2001 - November 2003
European Basketball League August 1994 - August 2000
Skills
Financial Analysis, Banking, Coaching, Contract Negotiation, Credit, Customer Service, Finance, Financial Risk, Insurance, Investments, Microsoft Word, Outlook, Portfolio Management, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Business Administration and Management, General
Southern Methodist University 1990 — 1994
Bachelor of Science (BS), Economics
Southwest Dekalb High School 1985 — 1990
Benjamin F. Edwards & Co. August 2013 - Present
U.S. Bancorp Investments, Inc. December 2010 - August 2013
MetLife April 2007 - November 2010
MetLife April 2005 - April 2007
American Express Financial Advisors May 2004 - January 2005
Skills
Branch Inspections, Policies & Procedures, Internal Audit, Advertising Review, Regulatory Exams
Education
Fontbonne University 2008 — 2010
MBA
Marquette University 2000 — 2004
Bachelor of Science, Finance
St. Louis University High 1996 — 2000
High School
Bank of America January 2004 - Present
American Express Financial Advisors September 2002 - September 2003
Venetica May 2001 - September 2002
Compuware January 2000 - May 2001
Paradigm4 April 1998 - January 2000
Skills
Information Security..., Information Security, SQL, CISSP, Disaster Recovery, Business Process..., SDLC, Business Continuity, Security, IT Strategy, Network Security, Business Analysis, Vendor Management, SharePoint
Education
Florida State University - College of Business 1997 — 1999
BS, Management Information Systems
Florida State University 1994 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
SIG January 2015 - Present
General Dynamics Information Technology September 2012 - January 2015
Booz Allen Hamilton January 2012 - September 2012
General Dynamics Information Technology February 2010 - January 2012
Northrop Grumman March 2005 - November 2009
American Express Financial Advisors September 2002 - March 2005
Skills
Change Management, Performance Management, Training, Process Improvement, PeopleSoft, Employee Engagement, Succession Planning, Human Capital, New Hire Orientations, Government Contracting, Career Development, Business Process..., Intelligence, Human Resources, Onboarding, Applicant Tracking..., Personnel Management, HRIS, Security Clearance, Government
Education
George Mason University 1996 — 2001
Bachelor's Degree, Biology
Navy Federal Credit Union July 2013 - Present
Navy Federal Credit Union June 2011 - July 2013
Navy Federal Credit Union October 2009 - June 2011
HSBC November 2008 - May 2009
HSBC January 2008 - November 2008
HSBC May 2006 - December 2007
HSBC February 2005 - May 2006
HSBC March 2004 - February 2005
American Express Financial Advisors June 2002 - February 2004
Skills
Financial Analysis, Portfolio Management, Human Resources, Marketing, Finance, New Business Development, Management, Forecasting, Financial Risk, Financial Services, Leadership, Strategic Financial..., Banking, Sales, Loans
Education
Florida State University - College of Business 1999 — 2002
Bachelor of Science, Finance and Marketing
Lushfix January 2012 - Present
Xanodyne Pharmaceuticals February 2002 - September 2010
American Express Financial Advisors February 2000 - January 2002
Skills
Organizational..., Employee Relations, Recruiting, Project Planning, Marketing Strategy, Cardiology, Marketing, Sales Management, Product Launch, Pharmaceutical Industry, Leadership Development, Selling Skills, Business Planning, Management, Pharmaceutical Sales, Training, Public Speaking, Cold Calling, Microsoft Excel, Customer Service, Process Improvement, Leadership, Market Analysis, Strategy, Budgets, Sales, Market Research, Microsoft Office
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
KONARE PLLC 2011 - Present
Cleary Gottlieb Steen & Hamilton LLP March 2006 - November 2011
American Express Financial Advisors 1995 - 1996
Education
Georgetown University Law Center 2002 — 2003
LL.M., Securities & Financial Regulation
Michigan State University College of Law 1999 — 2002
JD
Western Michigan University - Haworth College of Business 1993 — 1998
BA, Finance/Economics
Douglas Elliman Real Estate August 2012 - Present
Wachovia Bank August 2004 - May 2009
American Express Financial Advisors January 2003 - July 2004
Skills
Forecasting, Loans, Commercial Banking, Investment Properties, Investments, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Banking, Finance, Alternative Investments, Commercial Real Estate, Management
Education
New York University 2005 — 2006
Commercial Real Estate
Florida International University 1999 — 2002
BA, Finance
Commerce Bank May 2005 - Present
American Express Financial Advisors October 1999 - May 2005
Education
Fairleigh Dickinson University
MBA, Finance
Fairleigh Dickinson University
BS, Accounting
MetLife October 2000 - Present
American Express Financial Advisors January 1998 - October 2000
American Express Financial Advisors February 1996 - January 1998
American Express Financial Advisors January 1994 - January 1996
Skills
Strategic Financial..., Estate Planning, Management, Financial Planners, Retirement, Mutual Funds, Financial Services, Disability Insurance, Retirement Planning, Wealth Management, IRAs, Fixed Annuities, Life Insurance, Series 7, Financial Planning, Finance, Investments, Insurance, 401k
Education
Drake University
Bachelor of Science (BS), Business Managemet
Oregon Health Authority/Department of Human Services May 2012 - Present
State of Oregon: Department of Human Services / Oregon Health Authority October 2010 - May 2012
State of Oregon: Department of Human Services June 2008 - October 2010
State of Oregon: Oregon Employment Department November 2006 - June 2008
State of Oregon: Oregon Employment Department September 2002 - November 2006
State of Oregon: Oregon Employment Department 2000 - 2002
State of Oregon: Oregon Department of Transportation 1998 - 2000
American Express Financial Advisors 1994 - 1998
American Express Financial Advisors 1990 - 1994
Skills
Program Management, Contract Management, Restructuring, Change Management, Budgeting, Strategic Planning, IT Governance, IT Management, Project Portfolio..., Process Improvement, Customer Relations, Software Project..., Web Project Management, Vendor Management, Security, IT Strategy, Integration, Business Process..., Policy, Enterprise Architecture, Governance, PMO, Software Development, ITIL, SDLC, Budgets, Management, PMP, Government, Business Analysis, Visio, Business Process, Project Planning, Information Technology, Project Management, Data Center, IT Service Management, Business Strategy, Management Consulting, Team Leadership, MS Project, Leadership, System Administration, IT Operations, Disaster Recovery, Requirements Gathering, Training, Business Intelligence, Outsourcing, Analysis
Education
Fort Hays State University
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Oregon Humane Society 2010 - Present
Woodstock Properties August 1990 - Present
Freelance Writer December 1989 - Present
OHSU November 2012 - September 2014
The Research + Education Group August 2009 - November 2012
McKanna Bishop Joffe & Sullivan 2007 - 2008
Sam Hochberg and Associates February 2005 - 2007
American Express Financial Advisors 1999 - 2000
Associated Press 1980 - 1991
Skills
Blood Collection, Blood Processing, Lab Processing, Writing, Editing, Database Management, Excel, Supervisory Skills, Analysis, Contract Negotiation, Education, Financial Planning, Grant Writing, Health, Insurance, Inventory Management, Team Leadership, Leadership Development, Mentoring, Negotiation, Non-profits, Microsoft Office, Outlook, PowerPoint, Public Relations, Photography, Quality Assurance, Research, Customer Relations, Real Estate, Problem Solving, Teamwork, Troubleshooting, Word, Windows, Social Networking, Microsoft Excel, Customer Service, Nonprofits, Personal Injury..., Microsoft Word, Event Planning, Volunteer Management, Community Outreach, Newsletters, Program Development, Grants
Education
Mount Holyoke College 1990 — 1994
BA, Critical Social Thought
Portland Community College 2009 — 2010
PBT (ASCP), Phlebotomy
Edmonds Community College 1989 — 1991
Paralegal Studies, Legal Studies, Paralegal
FINRA December 2009 - Present
ING Financial Partners July 2004 - December 2009
American Express Financial Advisors May 2003 - July 2004
Skills
Investments, Securities, FINRA, Series 7, Mutual Funds
Education
Drake University 1999 — 2003
Marketing, Advertising
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
Ameriprise Financial January 2004 - Present
American Express Financial Advisors January 2004 - January 2005
Education
Gettysburg College
Finance, Finance & Accounting
Carithers Florist January 2000 - Present
Renaissance Waverly Hotel January 1997 - January 1999
American Express Financial Advisors April 1996 - December 1996
Silver Springs Attraction January 1996 - April 1996
The Miami Herald January 1987 - May 1995
Skills
Floral Design, Public Relations, Coordinating Events, Photography, Hospitality, Finance, Administrative Support, Retail Industry, Fundraising, Retail, Weddings, Event Planning
Education
Florida International University 1987 — 1990
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Miami Dade Community College 1984 — 1987
Associate of Arts (A.A.), Legal Secretarial Studies
Self employed October 2013 - Present
LCPL Philip J Martini Memorial Foundation April 2011 - Present
BMO Harris Private Banking February 2013 - October 2013
Heroes to HealthCare April 2012 - April 2013
BMO Harris Bank November 2010 - February 2013
BMO Harris Bank July 2007 - November 2010
BMO Harris Bank July 2005 - July 2007
BMO Harris Bank September 2002 - July 2005
American Express Financial Advisors 2001 - 2002
The Lark Incorporated 1999 - 2001
Skills
Cash Management, Deposits, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Credit, Personal Financial..., Wealth Management, Foreign Exchange, Credit Risk, Banking, Finance, Retail Banking, Financial Analysis, Financial Services, Relationship Management, Small Business Lending, Commercial Lending, Consumer Lending, Strategic Financial..., Lines Of Credit, Leadership, Investments, Mutual Funds
Education
Eastern Illinois University
Bachelor of Science in Business, Finance
Thornton Fractional South High School
GE Healthcare July 2012 - Present
GE Healthcare September 2010 - July 2012
Georgetown University July 2008 - May 2010
Allstate August 2005 - July 2008
American Express Financial Advisors January 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Strategic Financial..., Business Strategy, Strategic Planning, Forecasting, Financial Reporting, Competitive Analysis, Analysis, Investments, Portfolio Management, Strategy, Leadership, Finance, Business Planning
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Masters, Master of Business Administration
Delta Air Lines June 2014 - Present
Carter's OshKosh B'gosh July 2012 - January 2014
Sheffield Investment Management December 2011 - July 2012
Decatur Capital Management January 2011 - May 2011
Great American Insurance June 2007 - January 2009
Federated Insurance February 2005 - March 2007
American Express Financial Advisors March 2004 - November 2004
Skills
Bloomberg Terminal, SPSS, Excel, Microsoft Office, Advent, Moxy, Axys, Portfolio Management, Modern Portfolio Theory, Operations Management, Financial Forecasting, Supply Chain Management, Valuation, Microsoft Excel, Risk Management, Leadership, Finance, Competitive Analysis, Forecasting, Strategy, Financial Analysis, Analysis, Management, Corporate Finance, Investments, Marketing, Accounting, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Finance
Georgia State University 2000 — 2004
B.B.A., Finance
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
Association for the Developmentally Disabled May 2013 - Present
Girl Scouts of Ohio's Heartland May 2012 - May 2013
Goodwill Columbus April 2000 - May 2012
American Express Financial Advisors October 1998 - April 2000
Skills
Certified Fraud Examiner, Operational Turnaround, Finance, CPA, Nonprofits, Auditing, Leadership Development, Management, Budgets, Leadership, Public Speaking, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Team Building
Education
Franklin University 1995 — 1998
B.S., Accounting
LPL August 1999 - Present
American Express Financial Advisors December 1993 - August 1999
Reda Inc. June 1990 - July 1993
Herman's World of Sporting Goods 1985 - 1989
Skills
Wealth Management, Estate Planning, Securities, Retirement, FINRA
Education
Fairleigh Dickinson University
MBA, Business
Calabasas Counseling Center February 2014 - Present
Conscious Recovery by CLARE Foundation, Inc February 2014 - Present
Interfaith Shelter Network, Inc January 2013 - Present
St. Helena Center for Behavioral Health September 2012 - Present
U.S. Trust, Bank of America December 2007 - June 2011
Citicorp Investment Services August 2006 - December 2007
American Express Financial Advisors February 2003 - August 2006
Ameriprise Financial March 2002 - March 2006
N/A February 2001 - February 2003
Skills
CBT, DBT, Addiction Recovery, Psychodynamic, Motivational..., Public Speaking, Social Services, Investments, Fixed Income, Management, Securities, Strategic Planning
Education
University of San Francisco 2011 — 2013
Masters, Counseling Psychology
Fairleigh Dickinson University 1984 — 1989
BS, Finance/Economics
WesBanco June 2013 - Present
Guardian Life Insurance & Park Avenue Securities June 2010 - June 2013
JPMorgan June 2005 - May 2010
Park Avenue Securities 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services
Education
Franklin University
MBA, MBA
Olentangy
American Express Financial Advisors Associate Financial AdvisorAmeriprise FinancialAugust 1994 - Present
Education
College of Financial Planning 2003 — 2003
CFP®
Elon University 1989 — 1993
BS, Finance
Bryant, Carroll & Associates March 2011 - Present
North Point Wealth Management January 2010 - March 2011
Ameriprise Financial June 2006 - June 2008
American Express Financial Advisors February 2004 - February 2005
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Series 7, Insurance, Mutual Funds, Estate Planning, Portfolio Management, Asset Management
Education
Furman University 1994 — 1998
BA, Music
LPL Financial September 1998 - Present
LPL Financial September 1998 - Present
US Coast Guard Auxiliary January 2010 - December 2012
American Express Financial Advisors July 1989 - September 1998
American Express Financial Advisors April 1982 - September 1998
Skills
Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, 401k, Pensions, Trusts, Wealth Accumulation, Asset Protection, Tax, Financial Planning, Insurance Planning, Wealth Transfer, Retirement Income...
Education
Fairleigh Dickinson University 1970 — 1975
BS, Radiologic Technology
Fairleigh Dickinson University 1970 — 1974
A.S., Biology
U.S. Customs and Border Protection March 2015 - Present
U.S. Customs and Border Protection April 2014 - Present
U.S. Department of Veterans Affairs May 2013 - April 2014
U.S. Customs and Border Protection September 2002 - June 2007
U.S. Customs and Border Protection September 2002 - June 2007
Choctaw Nation of Oklahoma August 2001 - September 2002
American Express Financial Advisors March 2000 - March 2001
Help Source March 1996 - March 2001
Skills
Training, Program Management, Policy, Emergency Services, Cultural Awareness, Leadership, Security Awareness, Employment Law, Cyberlaw, Government, Systems Applications..., AT- PAX Anti Terrorism..., Agriculture..., Emergency Response, Information System..., Personal Radiation..., Professionalism Training, Customs Overtime..., Strategic and Tactical..., Program and National..., Coding, IDENT (Law Enforcement..., TECS (Treasury..., GES (Global Enrollment..., Central Index System..., Basic Counseling and..., Legal Writing & Research, Internet law, Microsoft Programs..., Integrated Funds..., Contracting Officer..., Medical Coding, Human Resources, Management, Recruiting, Access, Automated Targeting..., Trend Analyses and..., Automated Commercial..., Public Speaking, Customer Service, Microsoft Office, Leadership Development, Analysis, Community Outreach, Team Building, Strategic Planning, Event Planning
Education
Eastern Michigan University
Paralegal Studies, American Government and Politics (United States)
Schoolcraft College
CableOrganizer.com 2010 - 2013
Intertech 2006 - 2009
American Express Financial Advisors 2003 - 2005
ZapsibkomBank January 1995 - 2003
Skills
Deal Structuring, Financial Modeling, Budgeting, Project Finance, Investments, Capital Budgeting, Structuring, Private Equity, Investment Banking, Valuation, Corporate Finance, Venture Capital, Loan Origination, Financial Analysis, Finance
Education
Fairfield University
Banking and Finance, Executive Program
Tyumen Industrial Institute
Master of Business Administration (MBA), Economics, Finance and Management of Oil and Gas industry
Citibank North America - East Region October 2011 - March 2014
Citibank October 2003 - September 2011
Citibank February 2002 - September 2003
American Express Financial Advisors 2000 - 2002
Skills
Retail Banking, Series 7, Branch Management, Commercial Banking, Mortgage Lending, Banking, Credit, Loans, Sales Management, Commercial Lending, Small Business Lending, Consumer Lending, Cross Selling, Credit Cards, Branch Banking, Deposits
Education
Georgia Southern University 1997 — 1999
MBA, Business Administration
Georgia Southern University 1994 — 1997
BS-Biology, Pre-Med/Biology
Sir Isaac Newton College 1988 — 1993
International Baccalaureate
American Biltrite, Inc. January 2011 - Present
UPS June 2004 - March 2011
TWM April 2004 - January 2010
AXA Advisors October 2000 - March 2004
American Express Financial Advisors April 1998 - October 2000
Trump Taj Mahal August 1993 - October 1997
Skills
DNS, Active Directory, Operations Management, Leadership, Sales, Team Building, Customer Service, Change Management, Training, Process Improvement, Manufacturing, Management
Education
Drexel University 1988 — 1993
Chemical Engineering
St. Joesph's Prep 1984 — 1988
Chartwells (Higher Education Division) November 2009 - Present
American Medical Management Association July 2006 - October 2009
Washington Mutual Bank July 2005 - July 2006
JPMorganChase Bank March 2004 - February 2005
Charles Schwab & Company January 1998 - January 2003
American Express Financial Advisors January 1997 - January 1998
Skills
Forecasting, Finance, Accounting, Analysis, Management, Account Reconciliation, Leadership, Payroll, Accounts Receivable, Cash Management, Banking, Vendor Management, QuickBooks, Portfolio Management, Strategic Planning
Education
Florida Atlantic University 1989 — 1991
Bachelors, International Business
Florida Atlantic University 1988 — 1991
International Business
Retirement Solutions,LLC July 2003 - Present
American Express Financial advisors 2002 - 2003
JP Morgan Chase August 2000 - September 2001
Education
ESADE Business & Law School 1998 — 2000
MBA, Finance
George Mason University 1994 — 1998
BS, Economics
Dunnam Constructuon March 2015 - Present
Princeton Construction Group April 2014 - March 2015
H&H Construction and Renovation, LLC April 2004 - May 2014
American Express Financial Advisors June 1999 - June 2004
Skills
Renovation, Small Business, Basements, Project Management, Contract Negotiation, New Business Development, Construction, Customer Service, Decks, Strategic Planning, Residential Homes, Bathrooms, Team Building, Marketing, Strategic Financial..., Entrepreneurship, Budgets, Sales Management
Education
Drew University
Economics, Business Management
Drew University
Economics, Business Management
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Independent Contractor July 2014 - Present
Iberia World Foods Corporation March 2013 - June 2014
Mayzo October 2011 - December 2011
Northside Wood Flooring, Inc. October 2003 - May 2011
American Express Financial Advisors September 1999 - September 2003
Green Capital Investors, LP January 1989 - January 1999
Skills
Strategic Financial..., Forecasting, Mergers & Acquisitions, Financial Analysis, Cross-functional Team..., Management, Budgets, Investments, Due Diligence, Portfolio Management, Business Strategy, Operations Management, Banking, Account Management, Payroll, Finance, Small Business, Sales, Executive Management, Financial Planning
Education
Emory University - Goizueta Business School 1984 — 1986
BBA, Management
Oxford College of Emory University 1982 — 1984
AA, Humanities and Social Sciences
Kennesaw State University 2003 — 2004
Financial Planner Certification Program
National Center for Paralegal Training 1987 — 1988
Certification, Real Estate
AT&T October 2009 - Present
AT&T September 1999 - October 2009
American Express Financial Advisors January 1999 - April 1999
Citicorp Services Inc September 1997 - December 1997
Champion International Corp January 1997 - April 1997
Skills
Product Management, Training, Competitive Analysis, Cross-functional Team..., Leadership, Analysis, VoIP
Education
Florida Agricultural and Mechanical University 1994 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
dogstar consultants 2014 - Present
The Ibex Group June 2005 - August 2012
New York Life Investment Management 2004 - 2005
New York State Psychiatric Institute October 2003 - January 2004
American Express Financial Advisors 2004 - 2004
Australian Homemade February 2003 - September 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Finance, Life Insurance, Microsoft Word, Product Development, Premium Financing, Management, Insurance, Fixed Annuities, Life Settlements, Private Placements, Investments, Health Insurance, Analysis, Entrepreneurial Finance, Business Operations, Business Strategy, New Business Development, Business Development, Business Planning, Operations Management, Financial Modeling, Leveraged Finance, Corporate Finance, Corporate Strategy..., Small Business..., Mergers & Acquisitions, Sales, English, Financial Services, Project Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA
The University of Bolton 1998 — 2003
Bachelor of Arts (B.A.)
Fordham Law School
Juris Doctor
Wolters
J.P. Morgan April 2013 - Present
Brown Brothers Harriman September 2011 - March 2013
UBS Wealth Management 2006 - 2010
Arilex Realty Corp 2003 - 2006
American Express Financial Advisors 2002 - 2003
American Express Financial Advisors 1999 - 2002
Education
Fairleigh Dickinson University
Paralegal Certificate, Paralegal Studies
William Paterson University of New Jersey
Bachelor of Arts, Psychology
Walser Automotive Group June 2013 - Present
Inver Grove Hyundai June 2012 - March 2013
Walser Automotive Group January 2010 - May 2012
Malley Construction September 2001 - March 2009
AppRight Inc October 1998 - September 2001
American Express Financial Advisors February 1995 - October 1998
InfoSpan Inc June 1993 - February 1995
Skills
Automotive, Customer Satisfaction, Vehicles, Automobile, Customer Service, Sales, Customer Retention, Microsoft Office, Team Leadership, Inventory Management, Sales Process, Microsoft Excel, Project Management, Sales Management, Team Building, Sales Operations, Process Improvement, Training, Applicant Tracking..., Retail, Construction Management, Construction, Framing, Carpentry, Payroll, Accounts Payable, Accounts Receivable, Cost Accounting, Auditing, Restoration, Android, Project Planning, Business Process..., Dealer Track, CRM, Time Management, New Business Development, Purchasing, Gross Profit, Pricing, Business Planning, ADP Payroll, Financial Analysis, Small Business, Team Management, Employee Training, Leadership, Negotiation, Budgets, Management
Education
Duluth Business University 1989 — 1991
Accounting and Business/Management
Hermantown High School
Wells Fargo Adviosrs, LLC September 2009 - Present
Seminole Club of Greater Orlando 2005 - 2013
Morgan Stanley Smith Barney August 2004 - September 2009
American Express Financial Advisors January 2003 - September 2004
Skills
Retirement, Retirement Planning, Alternative Investments, Saving for Education, 401k Rollovers, Certified Financial..., Asset Allocation
Education
Florida State University 1990 — 1996
BS, History & Public Administration
University of Kentucky 1988 — 1990
Erie Institute of Technology August 2006 - Present
American Express Financial Advisors October 1998 - June 2005
Education
Gannon University
Master of Business Administration (M.B.A.)
Investors Financial Advisor March 1997 - Present
American Express Financial Advisors July 1991 - March 1997
Skills
Securities, Financial Services, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Series 7, FINRA, Investment Strategies, Investments, Financial Analysis, Retirement, Series 63, Strategic Planning
Education
Gardner-Webb University 1970 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
Lees McRae University 1968 — 1969
B.S. Business Administration
National Jewish Health November 2010 - Present
ING Life Insurance and Annuity Company November 2008 - August 2009
ING Life Insurance and Annuity Company May 2006 - November 2008
American Express Financial Advisors September 2002 - June 2005
Winds Hospital Children's Unit February 1999 - April 2002
Behavioral Health Care June 1999 - January 2000
Central New York Services March 1998 - June 1999
Education
University of Phoenix 2010 — 2013
Student, Masters Marriage and Family Therapy
Eastern Connecticut State University
B.A, Psychology
Illinois Air National Guard April 2013 - Present
United States Air Force October 2011 - March 2013
United States Air Force April 2007 - October 2011
Air Force Research Laboratory, United States Air Force April 2004 - April 2007
American Express Financial Advisors September 1999 - March 2004
Halliburton Energy Services June 1997 - July 1999
Skills
DoD
Education
Florida State University - College of Business 2005 — 2009
Masters of Business, Business Administration and Management, General
Tulane University 1993 — 1997
Bachelor of Science (BS), Chemical Engineering