Financial Advisor
Industry: Occupation
DescriptionA financial adviser is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisers have to complete specific training and hold a license to provide advice. Median pay (annual): 89,160 USD (2015) Median pay (hourly): 42.86 USD (2015) Entry level education: Bachelor's degree Projected 10-year growth: 30% (2014) Number of jobs: 249,400 (2014) Similar professions: Real Estate Broker, Insurance Agent, People also search for: Adviser, Financial planner, Broker, Investor,
Financial Advisor List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Advisor. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Advisor Salaries. You can even request information on how much does Financial Advisor pay if you want to. Learn about salaries, pros and cons of working for Financial Advisor directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
75 Financial Advisor employees in database. Find out everything there's to know about Financial Advisor employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Advisor Employees
Employee
Years
Job
Industry
Diane Black Diane Black's Financial Advisor Experience July 2014 - Present
Job Organizational Management Professional
Industry Management Consulting
Experience
Financial Advisor July 2014 - Present
ITT Tech June 2011 - April 2014
ITT Tech October 2006 - June 2011
Wachovia April 2004 - November 2006
Banking February 1998 - March 2004
Skills
Leadership, Leadership Development, Human Resources, Management, Interviews, Public Speaking, Student Financial Aid, Staff Development, Policy, Training, Higher Education, Recruiting, Strategic Planning, Coaching, Team Building, Analysis, Career Counseling, Adult Education, Strategic Financial..., Business Development, Career Development, Nonprofits, Asset Managment, Conflict Resolution, Student Affairs, Business Planning, Organizational..., Employee Training, Customer Service, Personal Finance, Resume Writing, Microsoft Office, Program Management, Research, Budgets, Event Planning, Community Outreach
Education
Antioch University-Santa Barbara 2001 — 2003
Master of Arts, Organizational Management
Antioch University 1999 — 2001
Bachelor of Arts, Business
Financial Advisor July 2014 - Present
ITT Tech June 2011 - April 2014
ITT Tech October 2006 - June 2011
Wachovia April 2004 - November 2006
Banking February 1998 - March 2004
Skills
Leadership, Leadership Development, Human Resources, Management, Interviews, Public Speaking, Student Financial Aid, Staff Development, Policy, Training, Higher Education, Recruiting, Strategic Planning, Coaching, Team Building, Analysis, Career Counseling, Adult Education, Strategic Financial..., Business Development, Career Development, Nonprofits, Asset Managment, Conflict Resolution, Student Affairs, Business Planning, Organizational..., Employee Training, Customer Service, Personal Finance, Resume Writing, Microsoft Office, Program Management, Research, Budgets, Event Planning, Community Outreach
Education
Antioch University-Santa Barbara 2001 — 2003
Master of Arts, Organizational Management
Antioch University 1999 — 2001
Bachelor of Arts, Business
Don Bracken Don Bracken's Financial Advisor Experience
Job
Industry Financial Services
Experience
Financial Advisor
Skills
Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Series 7, Insurance
Education
Manhattan College 1985 — 1990
Bachelor's Degree
Financial Advisor
Skills
Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Series 7, Insurance
Education
Manhattan College 1985 — 1990
Bachelor's Degree
Jessica Crowsey Jessica Crowsey's Financial Advisor Experience October 2012 - Present
Job Marketing Consultant at Financial Advisor
Industry Financial Services
Experience
Financial Advisor October 2012 - Present
Waddell & Reed July 2011 - Present
Virginia Beach City Public Schools December 2010 - June 2011
Blalock Law Firm, PC May 2008 - October 2010
Luther, Oldenburg, and Rainey, P.C. April 2007 - October 2008
Skills
Data Entry, Spreadsheets, Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Word, Access, Microsoft Excel, Administrative..., Office Management, Invoicing, QuickBooks, Office Administration, Telephone Skills, Public Speaking, Investments, Social Networking, Event Planning
Education
Brigham Young University - Idaho
Associate of Arts and Sciences (A.A.S.), General Studies
The University of Southern Mississippi
Bachelor of Arts (B.A.), English Language and Literature, General
Financial Advisor October 2012 - Present
Waddell & Reed July 2011 - Present
Virginia Beach City Public Schools December 2010 - June 2011
Blalock Law Firm, PC May 2008 - October 2010
Luther, Oldenburg, and Rainey, P.C. April 2007 - October 2008
Skills
Data Entry, Spreadsheets, Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Word, Access, Microsoft Excel, Administrative..., Office Management, Invoicing, QuickBooks, Office Administration, Telephone Skills, Public Speaking, Investments, Social Networking, Event Planning
Education
Brigham Young University - Idaho
Associate of Arts and Sciences (A.A.S.), General Studies
The University of Southern Mississippi
Bachelor of Arts (B.A.), English Language and Literature, General
Jeff Loos, ChFC's Financial Advisor Experience August 1989 - Present
Job Financial Advisor Since August 1, 1989
Industry Financial Services
Experience
C&J Wealth Advisors May 2010 - Present
Financial Advisor August 1989 - Present
Capital Financial Group LLC November 2007 - August 2010
First Tennessee Bank December 1998 - November 2007
Mass Mutual Financial Group August 1989 - December 1998
Skills
Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Small Business, Financial Advisory, College Planning Relief..., Life Insurance, Long-term Care, IRAs, Finance, Financial Planners, Mutual Funds, Financial Planning, Long Term Care, Life Insurance Audits, Wealth, Investments, Retirement Planning, Portfolio Management, Wealth Management, Disability Insurance, 401k, Fixed Annuities, Asset Allocation
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1989
Bachelor's degree, Finance
C&J Wealth Advisors May 2010 - Present
Financial Advisor August 1989 - Present
Capital Financial Group LLC November 2007 - August 2010
First Tennessee Bank December 1998 - November 2007
Mass Mutual Financial Group August 1989 - December 1998
Skills
Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Small Business, Financial Advisory, College Planning Relief..., Life Insurance, Long-term Care, IRAs, Finance, Financial Planners, Mutual Funds, Financial Planning, Long Term Care, Life Insurance Audits, Wealth, Investments, Retirement Planning, Portfolio Management, Wealth Management, Disability Insurance, 401k, Fixed Annuities, Asset Allocation
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1989
Bachelor's degree, Finance
Craig Spanton's Financial Advisor Experience September 2009 - Present
Job Sr. Vice President at TriCor Financial Services
Industry Financial Services
Experience
Financial Advisor September 2009 - Present
Merrill Lynch November 2008 - September 2009
Wells Fargo September 2001 - October 2007
Skills
Alternative Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Wealth Management..., Fixed Annuities, Series 63, Risk Management, Portfolio Management, Retirement, Securities, Asset Management, Series 3 Commodities..., Series 4 Options..., Series 53 Municipal..., Finance
Education
University of Nevada-Las Vegas 1993 — 1997
Bachelor of Arts (B.A.), Economics
Ivanhoe
Financial Advisor September 2009 - Present
Merrill Lynch November 2008 - September 2009
Wells Fargo September 2001 - October 2007
Skills
Alternative Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Wealth Management..., Fixed Annuities, Series 63, Risk Management, Portfolio Management, Retirement, Securities, Asset Management, Series 3 Commodities..., Series 4 Options..., Series 53 Municipal..., Finance
Education
University of Nevada-Las Vegas 1993 — 1997
Bachelor of Arts (B.A.), Economics
Ivanhoe
Ralph Russell Ralph Russell's Financial Advisor Experience 1984 - 2008
Job Small business, Commercial Real Estate and Equipment Financing Specialist
Industry Capital Markets
Experience
American Group Financial, Inc. January 2013 - Present
Madick Insurance Services, LLC January 2009 - March 2012
Financial Advisor 1984 - 2008
Skills
Strategic Financial..., Finance, Insurance, Commercial Lending, Strategic Planning, Risk Management, Underwriting, Financial Risk, Funding, Commercial finance, Account receivable..., Inventory finance, Purchase order finance, Small Business Lending, Venture Capital, Joint Ventures, Project finance, Corporate finance, Due diligence, Business Planning, Capital Markets, Business Development, Entrepreneurship, Asset Based Lending, Project Finance, Corporate Finance
Education
Ohio University 1978 — 1982
Bachelor of Arts (B.A.), Communications Radio & Television Performance
Berea High School
Ohio University
American Group Financial, Inc. January 2013 - Present
Madick Insurance Services, LLC January 2009 - March 2012
Financial Advisor 1984 - 2008
Skills
Strategic Financial..., Finance, Insurance, Commercial Lending, Strategic Planning, Risk Management, Underwriting, Financial Risk, Funding, Commercial finance, Account receivable..., Inventory finance, Purchase order finance, Small Business Lending, Venture Capital, Joint Ventures, Project finance, Corporate finance, Due diligence, Business Planning, Capital Markets, Business Development, Entrepreneurship, Asset Based Lending, Project Finance, Corporate Finance
Education
Ohio University 1978 — 1982
Bachelor of Arts (B.A.), Communications Radio & Television Performance
Berea High School
Ohio University
Jeffrey Benson, CFP®, CFS Jeffrey Benson, CFP®, CFS's Financial Advisor Experience January 1989 - Present
Job Principal Planwealth Financial Services
Industry Financial Services
Experience
Financial Advisor January 1989 - Present
Planwealth Financial Services January 1989 - Present
Skills
Investments, Retirement Planning, Asset Management, 401k, 401k Rollovers, Investment Advisory..., Financial Management, Financial Modeling, College Education..., Personal Tax Planning, Holistic Fin. Planning
Education
Northern Illinois University 1985 — 1987
BA, Finance
Financial Advisor January 1989 - Present
Planwealth Financial Services January 1989 - Present
Skills
Investments, Retirement Planning, Asset Management, 401k, 401k Rollovers, Investment Advisory..., Financial Management, Financial Modeling, College Education..., Personal Tax Planning, Holistic Fin. Planning
Education
Northern Illinois University 1985 — 1987
BA, Finance
William Dykes's Financial Advisor Experience May 2009 - August 2009
Job Jr. Account Executive at B2R Finance
Industry Financial Services
Experience
B2R Finance April 2015 - Present
Aflac May 2013 - August 2013
The Tavern at Main Street March 2012 - August 2012
The Louisiana Supreme Court May 2010 - August 2010
Financial Advisor May 2009 - August 2009
Vintage Lumber Sales May 2008 - August 2008
Skills
Sales, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Management Consulting, Marketing, Illustrator, After Effects, Adobe Creative Suite, Management, Public Speaking, PowerPoint
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Management Consulting
B2R Finance April 2015 - Present
Aflac May 2013 - August 2013
The Tavern at Main Street March 2012 - August 2012
The Louisiana Supreme Court May 2010 - August 2010
Financial Advisor May 2009 - August 2009
Vintage Lumber Sales May 2008 - August 2008
Skills
Sales, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Health Insurance, Management Consulting, Marketing, Illustrator, After Effects, Adobe Creative Suite, Management, Public Speaking, PowerPoint
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Management Consulting
Elizabeth Huff's Financial Advisor Experience January 2003 - July 2006
Job Supervision Principal at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp, Inc June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Edward Jones July 2006 - August 2011
Financial Advisor January 2003 - July 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Series 7, Series 63, Series 24, series 9/10, Life & Health Insurance..., Series 65
Education
Lincoln University in Missouri 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Marketing, 3.25 GPA
U.S. Bancorp, Inc June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Edward Jones July 2006 - August 2011
Financial Advisor January 2003 - July 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Series 7, Series 63, Series 24, series 9/10, Life & Health Insurance..., Series 65
Education
Lincoln University in Missouri 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Marketing, 3.25 GPA
Jessica E. Poynter Jessica E. Poynter's Financial Advisor Experience 2014 - Present
Job Financial Advisor at Raymond James Little Rock ✔Estate Planning ✔ Financial Planning
Industry Investment Management
Experience
Financial Advisor 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan & Company / Raymond James July 2010 - February 2013
Skills
Series 63, 401k, Investments, Fixed Income, Securities, Mutual Funds, Wealth Management, Hold Series 7, Microsoft Platform, Thompson One, Adobe Acrobat, Equities, Bloomberg, Private Equity, Equity Trading, Stock Market, Series 7, Asset Allocation, Financial Planning, Estate Planning
Education
University of Arkansas at Fayetteville
Exercise Physiology
Financial Advisor 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan & Company / Raymond James July 2010 - February 2013
Skills
Series 63, 401k, Investments, Fixed Income, Securities, Mutual Funds, Wealth Management, Hold Series 7, Microsoft Platform, Thompson One, Adobe Acrobat, Equities, Bloomberg, Private Equity, Equity Trading, Stock Market, Series 7, Asset Allocation, Financial Planning, Estate Planning
Education
University of Arkansas at Fayetteville
Exercise Physiology
Shea Samuel's Financial Advisor Experience January 2009 - January 2011
Job Medical Billing and Coding
Industry Medical Practice
Experience
Paws Plus April 2014 - July 2014
Brighter Day Health December 2013 - December 2013
Shell March 2013 - October 2013
Kaplan College- Beaumont September 2012 - May 2013
Financial Advisor January 2009 - January 2011
Sunset Animal Hospital January 2006 - January 2007
Rosewood Hospital February 1999 - March 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Teller Operations, Horizon, Medisoft, CPT, ICD9, ICD-10, Medical Terminology, Medical Coding, HCPCS, Telephone Skills, Data Entry, ICD-9, Cpr Certified, Appointment Scheduling, Medical Records, EMR, Insurance, Clerical Skills, Fax, HIPAA, ICD-9-CM, Medical Billing, Filing, Outlook, Medical Transcription, Phone Etiquette, PowerPoint, Hospitals, Customer Service, Cashiering, Medical Assisting, 10 Key, Teamwork, EHR, Receptionist Duties
Education
Texas School of Business-North 2013 — 2014
Diploma, Medical Billing Coding Specialist, 3.96
Kaplan College-Beaumont 2012 — 2013
Diploma, Medical Billing Coding Specialist
Contemporary Learning Center 1996 — 1998
High School Diploma
Paws Plus April 2014 - July 2014
Brighter Day Health December 2013 - December 2013
Shell March 2013 - October 2013
Kaplan College- Beaumont September 2012 - May 2013
Financial Advisor January 2009 - January 2011
Sunset Animal Hospital January 2006 - January 2007
Rosewood Hospital February 1999 - March 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Teller Operations, Horizon, Medisoft, CPT, ICD9, ICD-10, Medical Terminology, Medical Coding, HCPCS, Telephone Skills, Data Entry, ICD-9, Cpr Certified, Appointment Scheduling, Medical Records, EMR, Insurance, Clerical Skills, Fax, HIPAA, ICD-9-CM, Medical Billing, Filing, Outlook, Medical Transcription, Phone Etiquette, PowerPoint, Hospitals, Customer Service, Cashiering, Medical Assisting, 10 Key, Teamwork, EHR, Receptionist Duties
Education
Texas School of Business-North 2013 — 2014
Diploma, Medical Billing Coding Specialist, 3.96
Kaplan College-Beaumont 2012 — 2013
Diploma, Medical Billing Coding Specialist
Contemporary Learning Center 1996 — 1998
High School Diploma
Jennifer Sisson, MBA's Financial Advisor Experience November 2010 - June 2012
Job Financial Services
Industry Investment Management
Experience
Performance Financial Group LLC, Performance Tax and Accounting LLC June 2012 - Present
WIFS (Women in Insurance and Financial Services) August 2011 - Present
Financial Advisor November 2010 - June 2012
Youth Opportunity Center July 1996 - November 2010
Education
Ball State University
BS, Health Science
Blackford High School
Indiana Wesleyan University
MBA, Master of Business Administration
Performance Financial Group LLC, Performance Tax and Accounting LLC June 2012 - Present
WIFS (Women in Insurance and Financial Services) August 2011 - Present
Financial Advisor November 2010 - June 2012
Youth Opportunity Center July 1996 - November 2010
Education
Ball State University
BS, Health Science
Blackford High School
Indiana Wesleyan University
MBA, Master of Business Administration
Samir Elway's Financial Advisor Experience February 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor February 2013 - Present
Terra Nova Financial June 2006 - February 2013
All Cities Home Mortgage, Inc June 1998 - June 2006
Skills
New Business Development, Investments, Marketing, Strategic Planning, Entrepreneurship, Customer Service, Business Strategy, Financial Analysis, Coaching, Business Development, Management, Microsoft Office, Small Business, Retirement Planning, Mortgage Lending, Finance
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Financial Advisor February 2013 - Present
Terra Nova Financial June 2006 - February 2013
All Cities Home Mortgage, Inc June 1998 - June 2006
Skills
New Business Development, Investments, Marketing, Strategic Planning, Entrepreneurship, Customer Service, Business Strategy, Financial Analysis, Coaching, Business Development, Management, Microsoft Office, Small Business, Retirement Planning, Mortgage Lending, Finance
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Joseph Mckown's Financial Advisor Experience March 2011 - March 2013
Job Quality Inspector at Paul Mueller Company
Industry Machinery
Experience
Paul Mueller Company March 2013 - Present
Financial Advisor March 2011 - March 2013
Polar Tank Trailers January 2009 - February 2011
Sold and Developed Real Estate February 2004 - March 2009
United States Postal Service October 1995 - February 2004
Skills
Supervisory Skills, Negotiation, Inspection, Quality Assurance, Strategic Planning, Sales, Microsoft Excel, Leadership, ASME, Real Estate, Real Estate Transactions, Customer Service, Team Building, New Business Development, Operations Management, Lean Manufacturing, Engineering, Manufacturing, Process Improvement
Education
Western Governors University 2013 — 2016
Bachelor's degree, Business Administration and Management, General
Ozarks Technical Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Mike Ferry Organization 2005 — 2005
Cert, Specialized Sales, Merchandising and Marketing Operations
Yavapai College 2004 — 2004
AZ Realtor License, Real Estate
Better Business School 2002 — 2002
Cert, Business Administration and Management, General
QWLEI 2001 — 2001
Cert, Employee Retention
Chino Valley
Paul Mueller Company March 2013 - Present
Financial Advisor March 2011 - March 2013
Polar Tank Trailers January 2009 - February 2011
Sold and Developed Real Estate February 2004 - March 2009
United States Postal Service October 1995 - February 2004
Skills
Supervisory Skills, Negotiation, Inspection, Quality Assurance, Strategic Planning, Sales, Microsoft Excel, Leadership, ASME, Real Estate, Real Estate Transactions, Customer Service, Team Building, New Business Development, Operations Management, Lean Manufacturing, Engineering, Manufacturing, Process Improvement
Education
Western Governors University 2013 — 2016
Bachelor's degree, Business Administration and Management, General
Ozarks Technical Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Mike Ferry Organization 2005 — 2005
Cert, Specialized Sales, Merchandising and Marketing Operations
Yavapai College 2004 — 2004
AZ Realtor License, Real Estate
Better Business School 2002 — 2002
Cert, Business Administration and Management, General
QWLEI 2001 — 2001
Cert, Employee Retention
Chino Valley
Vicky Holman's Financial Advisor Experience August 1995 - September 2008
Job Senior Consultant at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors April 2009 - Present
Financial Advisor August 1995 - September 2008
Skills
Financial Reporting, Consulting, General Ledger, Microsoft Excel, Accounting, Financial Statements, Budgets
Education
Drury University 2010 — 2011
Associate of Science (AS), Health and Wellness, General
BKD CPAs & Advisors April 2009 - Present
Financial Advisor August 1995 - September 2008
Skills
Financial Reporting, Consulting, General Ledger, Microsoft Excel, Accounting, Financial Statements, Budgets
Education
Drury University 2010 — 2011
Associate of Science (AS), Health and Wellness, General
Ronald W Hammond's Financial Advisor Experience 1993 - 2000
Job
Industry Banking
Experience
RwH Advisors June 2011 - Present
Healthcare Revenue Solutions.org November 2012 - July 2013
JPMorganChase 2010 - June 2011
Business Development Outsourcing Services 2008 - 2010
Marquette Finance 2007 - 2008
Beal Bank 2004 - 2007
Bank of New York 2001 - 2004
Financial Advisor 1993 - 2000
National Asset Placement Corp (NAPCO) 1990 - 1993
Skills
Commercial Lending, Banking, Financial Services, Loans, Business Development, Portfolio Management, Marketing Strategy, Credit Risk, Go-to-market Strategy, Investments, Credit, Credit Analysis, Loan Origination, Finance
Education
The University of Texas at Dallas 1989 — 1993
Bachelor of Arts, Political Science
RwH Advisors June 2011 - Present
Healthcare Revenue Solutions.org November 2012 - July 2013
JPMorganChase 2010 - June 2011
Business Development Outsourcing Services 2008 - 2010
Marquette Finance 2007 - 2008
Beal Bank 2004 - 2007
Bank of New York 2001 - 2004
Financial Advisor 1993 - 2000
National Asset Placement Corp (NAPCO) 1990 - 1993
Skills
Commercial Lending, Banking, Financial Services, Loans, Business Development, Portfolio Management, Marketing Strategy, Credit Risk, Go-to-market Strategy, Investments, Credit, Credit Analysis, Loan Origination, Finance
Education
The University of Texas at Dallas 1989 — 1993
Bachelor of Arts, Political Science
Roland J. Perez Roland J. Perez's Financial Advisor Experience November 2010 - April 2011
Job Public Administration
Industry Government Administration
Experience
Westminster Police Department July 2015 - Present
Westminster Police Department February 2014 - July 2015
Security Officer December 2012 - August 2013
Safety Manger October 2009 - December 2012
Safety Ambassador October 2009 - December 2012
Loss Prevention Detective October 2009 - December 2012
Security Specialist July 2008 - January 2012
Financial Advisor November 2010 - April 2011
Police Officer June 2006 - March 2008
Corporal June 1999 - September 2007
Skills
Safety, Risk Management, Risk Assessment, Interview Skills..., Training Skills, Building Relationships, Public Speaking, Presentation Development, Group Presentations, Collaborative Problem..., Quick Study, Corporate Security, Digital Media, Microsoft Office, Mac OS, Retail, Event Planning, Leadership Development, Recruiting, Public Administration, Training, Government
Education
University of Southern California 2002 — 2005
MPA, Public Administration
California State University-Fullerton 1997 — 2002
BA, Criminal Justice and Public Administration
Loara High School 1994 — 1997
High School Diploma, General Studies
Westminster Police Department July 2015 - Present
Westminster Police Department February 2014 - July 2015
Security Officer December 2012 - August 2013
Safety Manger October 2009 - December 2012
Safety Ambassador October 2009 - December 2012
Loss Prevention Detective October 2009 - December 2012
Security Specialist July 2008 - January 2012
Financial Advisor November 2010 - April 2011
Police Officer June 2006 - March 2008
Corporal June 1999 - September 2007
Skills
Safety, Risk Management, Risk Assessment, Interview Skills..., Training Skills, Building Relationships, Public Speaking, Presentation Development, Group Presentations, Collaborative Problem..., Quick Study, Corporate Security, Digital Media, Microsoft Office, Mac OS, Retail, Event Planning, Leadership Development, Recruiting, Public Administration, Training, Government
Education
University of Southern California 2002 — 2005
MPA, Public Administration
California State University-Fullerton 1997 — 2002
BA, Criminal Justice and Public Administration
Loara High School 1994 — 1997
High School Diploma, General Studies
Jesus A. Jaramillo, LUTCF's Financial Advisor Experience January 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor January 2005 - Present
Western & Southern Financial Group August 2013 - November 2014
Principal Financial Group January 2011 - August 2013
Prudential Financial January 2005 - June 2010
Skills
Life Insurance, Disability Insurance, Retirement, Financial Services, Insurance, Investments, Finance, Health Insurance, Management, Sales, Fixed Annuities, Small Business, Retirement Planning, Term Life Insurance, Employee Benefits, Sales Management
Education
The American College 2005 — 2006
LUTCF, Financial Services and Insurance Planning
Arizona Tech / ITT 1980 — 1982
AS, Business & Electronics
Nogales High 1974 — 1978
Financial Advisor January 2005 - Present
Western & Southern Financial Group August 2013 - November 2014
Principal Financial Group January 2011 - August 2013
Prudential Financial January 2005 - June 2010
Skills
Life Insurance, Disability Insurance, Retirement, Financial Services, Insurance, Investments, Finance, Health Insurance, Management, Sales, Fixed Annuities, Small Business, Retirement Planning, Term Life Insurance, Employee Benefits, Sales Management
Education
The American College 2005 — 2006
LUTCF, Financial Services and Insurance Planning
Arizona Tech / ITT 1980 — 1982
AS, Business & Electronics
Nogales High 1974 — 1978
Christian Williams's Financial Advisor Experience September 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial advisor September 2013 - Present
Houston and Williams Consulting June 2012 - Present
Drama Queen Mentoring Incorporated October 2010 - May 2012
Icecream Magazine 2012 - 2012
J & J Staffing Agency May 2011 - August 2011
Aloft Hotel August 2010 - May 2011
Skills
Market Research, Social Media, Research, Marketing, Customer Service, Marketing Research, Social Media Marketing, Customer Satisfaction, Financial Advisory, Fundraising, Marketing Strategy
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Florida State University - College of Business 2009 — 2013
Bachelor's degree, Finance, General and Economics
Financial advisor September 2013 - Present
Houston and Williams Consulting June 2012 - Present
Drama Queen Mentoring Incorporated October 2010 - May 2012
Icecream Magazine 2012 - 2012
J & J Staffing Agency May 2011 - August 2011
Aloft Hotel August 2010 - May 2011
Skills
Market Research, Social Media, Research, Marketing, Customer Service, Marketing Research, Social Media Marketing, Customer Satisfaction, Financial Advisory, Fundraising, Marketing Strategy
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Florida State University - College of Business 2009 — 2013
Bachelor's degree, Finance, General and Economics
Gary J. Helbling's Financial Advisor Experience January 1994 - June 2014
Job Senior Director of Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2001 - July 2014
Financial Advisor January 1994 - June 2014
Financial Industry January 1995 - January 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Insurance, Tax‐Efficient Strategies, Retirement, Estate Investment..., Fixed Income Strategies, Wealth‐Preservation..., Wealth Management...
Education
Quinnipiac University - School of Business 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.8
Oppenheimer & Co. Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2001 - July 2014
Financial Advisor January 1994 - June 2014
Financial Industry January 1995 - January 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Insurance, Tax‐Efficient Strategies, Retirement, Estate Investment..., Fixed Income Strategies, Wealth‐Preservation..., Wealth Management...
Education
Quinnipiac University - School of Business 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.8
Scott Blue Scott Blue's Financial Advisor Experience July 2012 - Present
Job Software Developer Analyst at a Financial Advisor
Industry Information Technology and Services
Experience
Log Centric May 2015 - Present
Financial Advisor July 2012 - Present
Diesel Engine Games, LLC January 2012 - Present
Brown Shoe Company May 2011 - July 2012
Advanced Technologies Group May 2007 - May 2011
Skills
.NET, AJAX, ASP.NET, ASP.NET MVC, C#, TFS, VB.NET, WCF, T-SQL, Visual Studio, LINQ, Software Development, XML, Microsoft SQL Server
Education
Drake University 2003 — 2007
BA, Computer Science
Drake University 2003 — 2007
BA, Computer Science
Log Centric May 2015 - Present
Financial Advisor July 2012 - Present
Diesel Engine Games, LLC January 2012 - Present
Brown Shoe Company May 2011 - July 2012
Advanced Technologies Group May 2007 - May 2011
Skills
.NET, AJAX, ASP.NET, ASP.NET MVC, C#, TFS, VB.NET, WCF, T-SQL, Visual Studio, LINQ, Software Development, XML, Microsoft SQL Server
Education
Drake University 2003 — 2007
BA, Computer Science
Drake University 2003 — 2007
BA, Computer Science
Champe Miller Champe Miller's Financial Advisor Experience September 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor September 2009 - Present
Financial Advisor May 2009 - September 2009
Wachovia Advisors April 2007 - May 2009
AG Edwards and Sons November 1996 - April 2007
United States Army October 2005 - November 2006
United States Army June 1974 - August 1995
Skills
Strategic Planning, Customer Service, Portfolio Management, Security Clearance, Leadership, Mutual Funds, Program Management, Team Building, Fixed Annuities, Public Speaking, Leadership Development, Cross-functional Team..., Bonds, ETFs, Strategic Financial..., Investments, Analysis, Retirement Planning, Estate Planning, Military Operations, Investment Strategies, Government, Project Planning, Stocks, Business Strategy, IRAs, Microsoft Excel, Wealth Management, Management, DoD, Military, Change Management, Series 63, Finance, Team Leadership, Life Insurance, Series 7, 529 Plans, Financial Planners, Strategy, Budgets, Market Research, Project Management, Training, Retirement, Operations Management, New Business Development, Army, Process Improvement
Education
United States Military Academy at West Point 1970 — 1974
Bachelor of Science (BS), Engineering and International Relations
Financial Advisor September 2009 - Present
Financial Advisor May 2009 - September 2009
Wachovia Advisors April 2007 - May 2009
AG Edwards and Sons November 1996 - April 2007
United States Army October 2005 - November 2006
United States Army June 1974 - August 1995
Skills
Strategic Planning, Customer Service, Portfolio Management, Security Clearance, Leadership, Mutual Funds, Program Management, Team Building, Fixed Annuities, Public Speaking, Leadership Development, Cross-functional Team..., Bonds, ETFs, Strategic Financial..., Investments, Analysis, Retirement Planning, Estate Planning, Military Operations, Investment Strategies, Government, Project Planning, Stocks, Business Strategy, IRAs, Microsoft Excel, Wealth Management, Management, DoD, Military, Change Management, Series 63, Finance, Team Leadership, Life Insurance, Series 7, 529 Plans, Financial Planners, Strategy, Budgets, Market Research, Project Management, Training, Retirement, Operations Management, New Business Development, Army, Process Improvement
Education
United States Military Academy at West Point 1970 — 1974
Bachelor of Science (BS), Engineering and International Relations
Joanne Jehu, CFP FIC AFA Joanne Jehu, CFP FIC AFA's Financial Advisor Experience November 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
FaithLife Financial November 2002 - Present
Financial Advisor November 2002 - Present
Skills
RESP, Disability Insurance, Retirement Planning, Critical Illness, Fixed Annuities, Long-term Care, Term Life Insurance, Segregated Funds, Estate Planning, RRSP, Strategic Financial..., Life Insurance, Insurance, Debt Management, Investments
Education
Centennial College
Business Studies
Durham College
Business Mangement
Durham College
Personnel and Industrial Relations
FaithLife Financial November 2002 - Present
Financial Advisor November 2002 - Present
Skills
RESP, Disability Insurance, Retirement Planning, Critical Illness, Fixed Annuities, Long-term Care, Term Life Insurance, Segregated Funds, Estate Planning, RRSP, Strategic Financial..., Life Insurance, Insurance, Debt Management, Investments
Education
Centennial College
Business Studies
Durham College
Business Mangement
Durham College
Personnel and Industrial Relations
Layna Roth Layna Roth's Financial Advisor Experience April 2011 - Present
Job Expert Administrative Assistant for all your business needs
Industry Accounting
Experience
Financial Advisor April 2011 - Present
County of San Diego Veterans Service Office November 2010 - November 2010
Palm Springs Entertainment Group, Inc July 2009 - April 2010
Mitzi Mayer & Associates May 2006 - May 2009
Print For Profit Inc. January 2006 - June 2006
Ulta, Inc October 2004 - August 2005
JAZ & Associates January 2003 - January 2004
Burt Electrical June 2002 - December 2002
Cheyenne Mountain Entertainment 2000 - 2001
EDD - Veteran 2000 - 2001
Skills
Bookkeeping, Accounting, Data Entry, Accounts Payable, Payroll, Customer Service, Microsoft Office, Quickbooks, Accounts Receivable, Excel, Payroll Processing, Spreadsheets, Word, Invoicing, Inventory Management, Billing, Financial Reporting, Budgeting, Problem Solving, Reconciliation, Administration, Administrative Support, PowerPoint, Office Management, Access, Typing, General Ledger, Customer Relations, Scheduling, Supervisory Skills, Teamwork, Hiring, Purchasing, Documentation, Tax, Research, Property Management, Telephone Skills, Retail, Analysis, Microsoft Excel, QuickBooks, Journal Entries, Outlook, Cash Flow
Education
College of the Desert 2001 — 2005
General Studies
College of the Desert
General Studies
Financial Advisor April 2011 - Present
County of San Diego Veterans Service Office November 2010 - November 2010
Palm Springs Entertainment Group, Inc July 2009 - April 2010
Mitzi Mayer & Associates May 2006 - May 2009
Print For Profit Inc. January 2006 - June 2006
Ulta, Inc October 2004 - August 2005
JAZ & Associates January 2003 - January 2004
Burt Electrical June 2002 - December 2002
Cheyenne Mountain Entertainment 2000 - 2001
EDD - Veteran 2000 - 2001
Skills
Bookkeeping, Accounting, Data Entry, Accounts Payable, Payroll, Customer Service, Microsoft Office, Quickbooks, Accounts Receivable, Excel, Payroll Processing, Spreadsheets, Word, Invoicing, Inventory Management, Billing, Financial Reporting, Budgeting, Problem Solving, Reconciliation, Administration, Administrative Support, PowerPoint, Office Management, Access, Typing, General Ledger, Customer Relations, Scheduling, Supervisory Skills, Teamwork, Hiring, Purchasing, Documentation, Tax, Research, Property Management, Telephone Skills, Retail, Analysis, Microsoft Excel, QuickBooks, Journal Entries, Outlook, Cash Flow
Education
College of the Desert 2001 — 2005
General Studies
College of the Desert
General Studies
Robert O'Neil Robert O'Neil's Financial Advisor Experience January 2004 - June 2010
Job Sales Champion, Client Advocate, Change Agent, and Product Advocate
Industry Computer Software
Experience
LWSD August 2013 - Present
Uesugi USA, Inc. September 2010 - August 2013
Financial Advisor January 2004 - June 2010
Panasonic November 1999 - April 2003
Signa Group, Inc. June 1998 - November 1999
San Kurachi Shokai September 1991 - May 1998
Nitto Shoji September 1989 - August 1991
Skills
New Business Development, Strategic Planning, Negotiation, Sales Management, Account Management, Selling, Solution Selling, Sales Process, Recruiting, Team Building, Business Development, Key Account Management, Contract Negotiation, Marketing, Start-ups, Leadership, Process Improvement, Change Management, Sales, Analysis, Team Leadership, Training, Management, P&L Management, Executive Management, Sales Operations, Product Development, Strategy, Strategic Partnerships, Direct Sales, CRM, Salesforce.com, Cross-functional Team..., International Sales, Coaching, Finance, Competitive Analysis, Lead Generation, Cold Calling, Product Marketing, Market Research, SaaS, Sales Presentations, Product Management, Business Planning, Forecasting, Market Analysis, International Business, Channel Partners, B2B
Education
The University of British Columbia
BA, International Relations
The American College 2009 — 2012
ChFC, Pending
Kaplan 2010 — 2014
FIC, Financial Planning
LWSD August 2013 - Present
Uesugi USA, Inc. September 2010 - August 2013
Financial Advisor January 2004 - June 2010
Panasonic November 1999 - April 2003
Signa Group, Inc. June 1998 - November 1999
San Kurachi Shokai September 1991 - May 1998
Nitto Shoji September 1989 - August 1991
Skills
New Business Development, Strategic Planning, Negotiation, Sales Management, Account Management, Selling, Solution Selling, Sales Process, Recruiting, Team Building, Business Development, Key Account Management, Contract Negotiation, Marketing, Start-ups, Leadership, Process Improvement, Change Management, Sales, Analysis, Team Leadership, Training, Management, P&L Management, Executive Management, Sales Operations, Product Development, Strategy, Strategic Partnerships, Direct Sales, CRM, Salesforce.com, Cross-functional Team..., International Sales, Coaching, Finance, Competitive Analysis, Lead Generation, Cold Calling, Product Marketing, Market Research, SaaS, Sales Presentations, Product Management, Business Planning, Forecasting, Market Analysis, International Business, Channel Partners, B2B
Education
The University of British Columbia
BA, International Relations
The American College 2009 — 2012
ChFC, Pending
Kaplan 2010 — 2014
FIC, Financial Planning
Tom Birks Tom Birks's Financial Advisor Experience June 1995 - May 2002
Job External Financial Services Wholesaler
Industry Financial Services
Experience
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Michael Simonetti Michael Simonetti's Financial Advisor Experience April 2002 - September 2008
Job Job Seeker
Industry Financial Services
Experience
Seekig Employment New Accounts and Re-papering SupportLPL FinancialDecember 2010 - November 2011
LPL Financial June 2009 - February 2010
Financial Advisor April 2002 - September 2008
Skills
Retirement Planning, I have extensive..., Retirement, Investments, Financial Planners, Insurance, Small Business, Finance, Long-term Care, Tax, Project Planning, Financial Goals, Wealth Management, Strategic Financial...
Education
University of North Carolina at Charlotte 1991 — 1994
B.S., Business Administration, Major in Marketing
Seekig Employment New Accounts and Re-papering SupportLPL FinancialDecember 2010 - November 2011
LPL Financial June 2009 - February 2010
Financial Advisor April 2002 - September 2008
Skills
Retirement Planning, I have extensive..., Retirement, Investments, Financial Planners, Insurance, Small Business, Finance, Long-term Care, Tax, Project Planning, Financial Goals, Wealth Management, Strategic Financial...
Education
University of North Carolina at Charlotte 1991 — 1994
B.S., Business Administration, Major in Marketing
Joshua Brenner's Financial Advisor Experience June 2006 - Present
Job Investment Banking Summer Analyst at Academy Securities
Industry Financial Services
Experience
Academy Securities June 2015 - Present
Financial Advisor June 2006 - Present
Young Jewish Professionals 2012 - July 2013
Dutchess County Regional Chamber of Commerce April 2011 - June 2012
Hudson Valley Young Professionals 2011 - 2012
South Metro Denver Chamber of Commerce 2007 - 2009
Wells Fargo Bank March 2006 - June 2007
US Navy September 2002 - March 2006
Skills
Financial Planning, Retirement Planning, Life Insurance, Insurance, Investments, Securities, Investment Advisory..., Asset Management, Small Business, Qualified Retirement..., 401k, Portfolio Management, Sales Management, Public Speaking, Team Building, Coaching, Writing, Customer Relations, Strategic Financial..., Asset Managment, Customer Service, Employee Benefits, Financial Services, Leadership, Selling, Analysis, Banking, Training, Strategic Planning, Leadership Development, Finance, Sales
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics
Arlington High School
Regents Diploma
Academy Securities June 2015 - Present
Financial Advisor June 2006 - Present
Young Jewish Professionals 2012 - July 2013
Dutchess County Regional Chamber of Commerce April 2011 - June 2012
Hudson Valley Young Professionals 2011 - 2012
South Metro Denver Chamber of Commerce 2007 - 2009
Wells Fargo Bank March 2006 - June 2007
US Navy September 2002 - March 2006
Skills
Financial Planning, Retirement Planning, Life Insurance, Insurance, Investments, Securities, Investment Advisory..., Asset Management, Small Business, Qualified Retirement..., 401k, Portfolio Management, Sales Management, Public Speaking, Team Building, Coaching, Writing, Customer Relations, Strategic Financial..., Asset Managment, Customer Service, Employee Benefits, Financial Services, Leadership, Selling, Analysis, Banking, Training, Strategic Planning, Leadership Development, Finance, Sales
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics
Arlington High School
Regents Diploma
Daniel Glanville's Financial Advisor Experience July 2013 - August 2014
Job Investment Advisor Representative at Precision Wealth Management
Industry Financial Services
Experience
Precision Wealth Management September 2014 - Present
Financial Advisor July 2013 - August 2014
PENNICA FINANCIAL GROUP July 2012 - July 2013
In Transition April 2012 - July 2012
Academy solutions Group Llc. July 2011 - April 2012
US Army October 2003 - February 2011
Hometown Woodworking May 2001 - September 2003
Skills
Personal Financial..., Strategic Financial..., Financial Services, Retirement Planning, Qualified Retirement..., Retirement Plan..., Retirement Savings, Retirement Solutions, Retirement Income..., Retirement Benefits, Retirement, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Veterans Benefits, Financial Modeling, College Savings Plans, College Education..., College Funding..., Asset Allocation, Money Management, Managed Money, Asset Management, Military, Defense, Intelligence, DoD, Security Clearance, Operational Planning, Human Resources, National Security, Government Contracting, Management, Government, Entrepreneurship, Structured Finance, Intelligence Analysis, Military Experience, Army, Intelligence Community, Leadership, Team Building, Strategic Planning, Military Operations, Leadership Development, Legal Advice, Legal Issues, Budgeting, Budget Setting
Education
Liberty University 2007 — 2011
Bachelors, Life Coaching
Precision Wealth Management September 2014 - Present
Financial Advisor July 2013 - August 2014
PENNICA FINANCIAL GROUP July 2012 - July 2013
In Transition April 2012 - July 2012
Academy solutions Group Llc. July 2011 - April 2012
US Army October 2003 - February 2011
Hometown Woodworking May 2001 - September 2003
Skills
Personal Financial..., Strategic Financial..., Financial Services, Retirement Planning, Qualified Retirement..., Retirement Plan..., Retirement Savings, Retirement Solutions, Retirement Income..., Retirement Benefits, Retirement, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Veterans Benefits, Financial Modeling, College Savings Plans, College Education..., College Funding..., Asset Allocation, Money Management, Managed Money, Asset Management, Military, Defense, Intelligence, DoD, Security Clearance, Operational Planning, Human Resources, National Security, Government Contracting, Management, Government, Entrepreneurship, Structured Finance, Intelligence Analysis, Military Experience, Army, Intelligence Community, Leadership, Team Building, Strategic Planning, Military Operations, Leadership Development, Legal Advice, Legal Issues, Budgeting, Budget Setting
Education
Liberty University 2007 — 2011
Bachelors, Life Coaching
Ira Bernstein Ira Bernstein's Financial Advisor Experience October 2012 - Present
Job retired financial advisor
Industry Financial Services
Experience
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
Jeanie Smith's Financial Advisor Experience January 2013 - Present
Job Sales Consultant at Penny Mustard Furnishings
Industry Furniture
Experience
Penny Mustard Furnishings July 2015 - Present
Financial Advisor January 2013 - Present
Skills
Matress Consultant, Custom Furniture, Room Planning, Public Speaking, Team Building
Education
Columbia College Chicago 2004 — 2006
Bachelor Degree, Interactive Media
College of DuPage
Penny Mustard Furnishings July 2015 - Present
Financial Advisor January 2013 - Present
Skills
Matress Consultant, Custom Furniture, Room Planning, Public Speaking, Team Building
Education
Columbia College Chicago 2004 — 2006
Bachelor Degree, Interactive Media
College of DuPage
Daniel J. Burbach Daniel J. Burbach's Financial Advisor Experience November 2008 - Present
Job Wealth Management Professional
Industry Financial Services
Experience
Financial Advisor November 2008 - Present
Merrill Lynch April 1994 - November 2008
Aerojet Rocketdyne 1980 - 1994
Education
California Lutheran University 1990 — 1995
MBA, Finance
California State University-Northridge 1973 — 1975
B.A.
US Coast Guard Academy 1971 — 1973
Financial Advisor November 2008 - Present
Merrill Lynch April 1994 - November 2008
Aerojet Rocketdyne 1980 - 1994
Education
California Lutheran University 1990 — 1995
MBA, Finance
California State University-Northridge 1973 — 1975
B.A.
US Coast Guard Academy 1971 — 1973
Brian Coote Brian Coote's Financial Advisor Experience December 2011 - July 2013
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
MetLife July 2013 - Present
Financial Advisor December 2011 - July 2013
TD Ameritrade December 2010 - November 2011
E*TRADE Financial October 2007 - November 2010
Skills
Trading, Bonds, Investments, Series 7, Portfolio Management, Structured Products, Fixed Income, Investment Strategies, Mutual Funds, Options, Management, Sales, Securities, Account Management, Business Analysis, Financial Services, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
B.S.B.A, Finance
Alan Al Klimpl's Financial Advisor Experience March 1999 - July 2006
Job Managing Partner at Alchemy Financial Solutions
Industry Accounting
Experience
Alchemy Financial Solutions May 2006 - Present
International Machine Imports, Inc. January 2011 - Present
GreenPath Technologies 2009 - June 2011
Financial Advisor March 1999 - July 2006
Skills
Budgeting, Accounting, Financial Analysis, Forecasting, Small Business, Business Planning, Bookkeeping, Financial Reporting, Strategic Financial..., Budgets, Investments, Tax, Due Diligence, Business Strategy, Insurance, Employee Benefits, Financial Accounting, Mergers & Acquisitions, Management, Cash Flow, Finance, Managerial Finance, Corporate Finance
Education
Babson College 1985 — 1989
B.S., Accounting
Alchemy Financial Solutions May 2006 - Present
International Machine Imports, Inc. January 2011 - Present
GreenPath Technologies 2009 - June 2011
Financial Advisor March 1999 - July 2006
Skills
Budgeting, Accounting, Financial Analysis, Forecasting, Small Business, Business Planning, Bookkeeping, Financial Reporting, Strategic Financial..., Budgets, Investments, Tax, Due Diligence, Business Strategy, Insurance, Employee Benefits, Financial Accounting, Mergers & Acquisitions, Management, Cash Flow, Finance, Managerial Finance, Corporate Finance
Education
Babson College 1985 — 1989
B.S., Accounting
Ryan Aldridge, CFA Ryan Aldridge, CFA's Financial Advisor Experience January 2007 - August 2010
Job
Industry Financial Services
Experience
Aranea Partners July 2013 - Present
Force Capital Management July 2010 - July 2013
Financial Advisor January 2007 - August 2010
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Asset Management, Private Equity, Asset Allocation, Valuation, Securities, Series 63, Series 7
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Aranea Partners July 2013 - Present
Force Capital Management July 2010 - July 2013
Financial Advisor January 2007 - August 2010
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Asset Management, Private Equity, Asset Allocation, Valuation, Securities, Series 63, Series 7
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Myra Slaybaugh Myra Slaybaugh's Financial Advisor Experience January 2006 - Present
Job Financial Advisor, Veteran, Leader
Industry Financial Services
Experience
Financial Advisor January 2006 - Present
US Army 1999 - 2004
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Advisory, Retirement, Mutual Funds, Risk Management, Asset Allocation, Insurance, Securities, Leadership
Education
United States Military Academy at West Point 1995 — 1999
BS, Mechanical Engineering
The American College 2009 — 2016
Master of Science (M.S.) in Management, Financial Planning and Advanced Leadership
JW Sexton HS 1991 — 1995
Financial Advisor January 2006 - Present
US Army 1999 - 2004
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Advisory, Retirement, Mutual Funds, Risk Management, Asset Allocation, Insurance, Securities, Leadership
Education
United States Military Academy at West Point 1995 — 1999
BS, Mechanical Engineering
The American College 2009 — 2016
Master of Science (M.S.) in Management, Financial Planning and Advanced Leadership
JW Sexton HS 1991 — 1995
Eli Sandler, CWS®'s Financial Advisor Experience May 1997 - July 2009
Job “It's about simplifying your financial life by providing independent, creative financial strategies & attentive service”
Industry Financial Services
Experience
First Allied Securities, Inc. July 2009 - Present
Financial Advisor May 1997 - July 2009
Skills
Due to FINRA..., Investment Advisory, Retirement Planning, Retirement Plan..., 401k Rollovers, IRA's, Social Security..., 401k, Profit Sharing, Pensions, Defined Benefit, Long Term Care Insurance, Life Insurance, Annuities, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory, Disability Insurance
Education
Cannon Financial Institute 2009 — 2010
CWS®, Certified Wealth Strategist®
Pace University - Lubin School of Business 2000 — 2002
CFP®, Certified Financial Planner Curriculum
First Allied Securities, Inc. July 2009 - Present
Financial Advisor May 1997 - July 2009
Skills
Due to FINRA..., Investment Advisory, Retirement Planning, Retirement Plan..., 401k Rollovers, IRA's, Social Security..., 401k, Profit Sharing, Pensions, Defined Benefit, Long Term Care Insurance, Life Insurance, Annuities, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Financial Advisory, Disability Insurance
Education
Cannon Financial Institute 2009 — 2010
CWS®, Certified Wealth Strategist®
Pace University - Lubin School of Business 2000 — 2002
CFP®, Certified Financial Planner Curriculum
Ali Trotta-Marshall Ali Trotta-Marshall's Financial Advisor Experience January 2013 - June 2015
Job Executive Personal Assistant
Industry Education Management
Experience
To be announced January 2015 - Present
Financial Advisor January 2013 - June 2015
Willow Creek Academy September 2011 - June 2014
Orton Development April 2010 - May 2011
Mavenhouse Marketing 2009 - 2011
Merrill Lynch January 1994 - September 2003
Skills
Executive and Personal..., Teaching, Photography, Fashion, Natural Medicine, Detoxification, Bikram Yoga, Responsive Classroom, Creative Writing
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Global Peace, Performing Arts
West Chester University of Pennsylvania 1985 — 1986
Music Theory and Composition, Theatre - Sound, Lighting, Freshman
To be announced January 2015 - Present
Financial Advisor January 2013 - June 2015
Willow Creek Academy September 2011 - June 2014
Orton Development April 2010 - May 2011
Mavenhouse Marketing 2009 - 2011
Merrill Lynch January 1994 - September 2003
Skills
Executive and Personal..., Teaching, Photography, Fashion, Natural Medicine, Detoxification, Bikram Yoga, Responsive Classroom, Creative Writing
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Global Peace, Performing Arts
West Chester University of Pennsylvania 1985 — 1986
Music Theory and Composition, Theatre - Sound, Lighting, Freshman
Brian Rau Brian Rau's Financial Advisor Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor June 2014 - Present
US Army February 2012 - June 2014
US Army March 2012 - October 2012
4th Infantry Division Rear Detachment July 2010 - February 2012
US Army December 2009 - July 2010
Skills
Command, Security Clearance, Army, Military Operations, Military, National Security, Counterinsurgency, Force Protection, Operational Planning, Military Experience, Top Secret, Interagency Coordination, DoD, PMP, Intelligence Analysis, Combat, Program Management
Education
Webster University 2005 — 2007
MA, Management and Leadership
Florida State University 1992 — 1994
BS, Political Science
Financial Advisor June 2014 - Present
US Army February 2012 - June 2014
US Army March 2012 - October 2012
4th Infantry Division Rear Detachment July 2010 - February 2012
US Army December 2009 - July 2010
Skills
Command, Security Clearance, Army, Military Operations, Military, National Security, Counterinsurgency, Force Protection, Operational Planning, Military Experience, Top Secret, Interagency Coordination, DoD, PMP, Intelligence Analysis, Combat, Program Management
Education
Webster University 2005 — 2007
MA, Management and Leadership
Florida State University 1992 — 1994
BS, Political Science
Sydney Stephens's Financial Advisor Experience January 2014 - Present
Job District Leader for Primerica
Industry Financial Services
Experience
Secretary The Ohio State University District LeaderPrimericaNovember 2014 - Present
Financial Advisor January 2014 - Present
Skills
Marketing, Business Savvy, Sales, Networking, Financial Planning, Financial Services, Leadership, Customer Service, Microsoft Office, Management, Strategic Planning, Time Management, Team Building, Microsoft Excel
Education
Ohio University 2013 — 2014
The Ohio State University 2012 — 2013
The Ohio State Newark Campus
Secretary The Ohio State University District LeaderPrimericaNovember 2014 - Present
Financial Advisor January 2014 - Present
Skills
Marketing, Business Savvy, Sales, Networking, Financial Planning, Financial Services, Leadership, Customer Service, Microsoft Office, Management, Strategic Planning, Time Management, Team Building, Microsoft Excel
Education
Ohio University 2013 — 2014
The Ohio State University 2012 — 2013
The Ohio State Newark Campus
Eleanor Kendall Calvert, CLU Eleanor Kendall Calvert, CLU's Financial Advisor Experience January 2013 - Present
Job Financial
Industry Financial Services
Experience
Financial Advisor January 2013 - Present
31 years in Financial Services August 1984 - Present
USEF 1994 - 2015
USEF 1994 - 2015
USEF 1994 - 2015
Skills
Insurance, Fixed Annuities, Investments, Retirement Planning, Retirement, Operations Management, Long-term Care, Recruiting, Sales, Life Insurance, Selling Skills, Banking, Mutual Funds, Strategic Financial..., Negotiation, Long Term Care Insurance, Employee Benefits
Education
Emory and Henry College 1979 — 1982
BA, English
The American College 2010 — 2014
CLU
Liberty High School 1975 — 1979
Financial Advisor January 2013 - Present
31 years in Financial Services August 1984 - Present
USEF 1994 - 2015
USEF 1994 - 2015
USEF 1994 - 2015
Skills
Insurance, Fixed Annuities, Investments, Retirement Planning, Retirement, Operations Management, Long-term Care, Recruiting, Sales, Life Insurance, Selling Skills, Banking, Mutual Funds, Strategic Financial..., Negotiation, Long Term Care Insurance, Employee Benefits
Education
Emory and Henry College 1979 — 1982
BA, English
The American College 2010 — 2014
CLU
Liberty High School 1975 — 1979
Laura Halverson Laura Halverson's Financial Advisor Experience July 2007 - May 2011
Job Internship at Treatment facilities
Industry
Experience
Treatment facilities January 2013 - Present
Financial Advisor July 2007 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java
Education
DMACC 2012 — 2016
Psychology
University of Phoenix 2004 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Treatment facilities January 2013 - Present
Financial Advisor July 2007 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java
Education
DMACC 2012 — 2016
Psychology
University of Phoenix 2004 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Jon-Paul Brown, CMFC ® Jon-Paul Brown, CMFC ®'s Financial Advisor Experience February 2006 - January 2008
Job PNC
Industry Financial Services
Experience
PNC January 2015 - Present
Wells Fargo Advisors October 2009 - January 2015
Wells Fargo Advisors June 2008 - October 2009
Financial Advisor February 2006 - January 2008
Skills
Time Management, Leadership, Product Development, Coaching, Microsoft Excel, Microsoft Word, Presentation Skills
Education
University of Missouri-Saint Louis 2009 — 2013
BS Business Administration, Finance
Columbia College 2008 — 2009
BS Business Administration, Financial Services
Lindenwood University
st charles highschool
PNC January 2015 - Present
Wells Fargo Advisors October 2009 - January 2015
Wells Fargo Advisors June 2008 - October 2009
Financial Advisor February 2006 - January 2008
Skills
Time Management, Leadership, Product Development, Coaching, Microsoft Excel, Microsoft Word, Presentation Skills
Education
University of Missouri-Saint Louis 2009 — 2013
BS Business Administration, Finance
Columbia College 2008 — 2009
BS Business Administration, Financial Services
Lindenwood University
st charles highschool
Carson Graff's Financial Advisor Experience January 2005 - Present
Job
Industry Financial Services
Experience
Western & Southern Financial Group December 2013 - Present
Lee's Summit Education Foundation October 2008 - Present
Financial Advisor January 2005 - Present
Skills
Retirement Planning, Fixed Annuities, Long Term Care Insurance, Business Planning, Retirement, Strategic Financial..., IRAs, Investments, Mutual Funds, Insurance, 401k Rollovers, Life Insurance, Series 7, Financial Services, Wealth Management, Securities, Series 63, Term Life Insurance, Financial Planners, Financial Planning
Education
Missouri State University
Bachelor's of Science, Marketing Management
Lee's Summit North High School
Western & Southern Financial Group December 2013 - Present
Lee's Summit Education Foundation October 2008 - Present
Financial Advisor January 2005 - Present
Skills
Retirement Planning, Fixed Annuities, Long Term Care Insurance, Business Planning, Retirement, Strategic Financial..., IRAs, Investments, Mutual Funds, Insurance, 401k Rollovers, Life Insurance, Series 7, Financial Services, Wealth Management, Securities, Series 63, Term Life Insurance, Financial Planners, Financial Planning
Education
Missouri State University
Bachelor's of Science, Marketing Management
Lee's Summit North High School
Nathan Foster Nathan Foster's Financial Advisor Experience November 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor November 2012 - Present
Edward Jones March 2009 - October 2012
Ryerson, Inc 2008 - 2009
Skills
Sales, Financial Analysis, Account Management
Education
University of Missouri-Saint Louis 2005 — 2007
BS, Business Administration
St. Louis Community College 2002 — 2005
Associate, Business Administration
University of Illinois at Urbana-Champaign 1997 — 2001
Vocal Performance
Financial Advisor November 2012 - Present
Edward Jones March 2009 - October 2012
Ryerson, Inc 2008 - 2009
Skills
Sales, Financial Analysis, Account Management
Education
University of Missouri-Saint Louis 2005 — 2007
BS, Business Administration
St. Louis Community College 2002 — 2005
Associate, Business Administration
University of Illinois at Urbana-Champaign 1997 — 2001
Vocal Performance
Chris Gouin, MBA, CFP Chris Gouin, MBA, CFP's Financial Advisor Experience May 2003 - August 2015
Job Seasoned financial planning, reporting, program management, and business strategy leader.
Industry Management Consulting
Experience
Duke Energy Corporation August 2015 - Present
Financial Advisor May 2003 - August 2015
The DARTON GROUP November 2013 - July 2015
Duke Energy Corporation November 2013 - July 2015
General Dynamics January 2012 - September 2013
General Dynamics April 2008 - January 2012
General Dynamics February 2006 - April 2008
General Dynamics December 2004 - February 2006
General Dynamics June 2003 - June 2004
Morgan Stanley August 2000 - May 2003
Education
Norwich University
MBA, Strategic Leadership
University of Vermont
BS, Business Administration/Finance
Duke Energy Corporation August 2015 - Present
Financial Advisor May 2003 - August 2015
The DARTON GROUP November 2013 - July 2015
Duke Energy Corporation November 2013 - July 2015
General Dynamics January 2012 - September 2013
General Dynamics April 2008 - January 2012
General Dynamics February 2006 - April 2008
General Dynamics December 2004 - February 2006
General Dynamics June 2003 - June 2004
Morgan Stanley August 2000 - May 2003
Education
Norwich University
MBA, Strategic Leadership
University of Vermont
BS, Business Administration/Finance
Bill Reider Bill Reider's Financial Advisor Experience April 2015 - Present
Job Financial Advisor 2817044597
Industry Financial Services
Experience
Financial Advisor April 2015 - Present
Charles Schwab September 2002 - March 2015
Olde Private Brokerage, H&R Block Financial Advisors June 1997 - September 2002
Skills
Finance, Portfolio Management, Management, Asset Allocation, Retirement, Consulting, Investments, Financial Analysis, Risk Management, Customer Service
Education
Lamar University 1992 — 1996
Bachelor's degree, Psychology
Financial Advisor April 2015 - Present
Charles Schwab September 2002 - March 2015
Olde Private Brokerage, H&R Block Financial Advisors June 1997 - September 2002
Skills
Finance, Portfolio Management, Management, Asset Allocation, Retirement, Consulting, Investments, Financial Analysis, Risk Management, Customer Service
Education
Lamar University 1992 — 1996
Bachelor's degree, Psychology
~ CJ Chun ~ CJ Chun's Financial Advisor Experience March 2014 - Present
Job
Industry Financial Services
Experience
Financial Advisor March 2014 - Present
MassMutual Piedmont Group of Atlanta December 2012 - March 2014
Northwestern Mutual Financial Network June 2011 - December 2012
St Paul's Presbyterian Church November 2007 - April 2011
Skills
Financial Planning, IRAs, Disability Insurance, Long Term Care Insurance, Retirement Planning, Wealth Management, Risk Management, 401k, Small Business, Management, Estate Planning, Business Planning, Strategic Financial..., Life Insurance, Investments, Mutual Funds, Employee Benefits, Variable Annuities, Asset Management, Financial Planners, Financial Analysis, Securities, Whole Life, Asset Allocation, Insurance, Finance, Retirement, Long-term Care
Education
Biblical Theological Seminary 1993 — 1997
M. Div
Nyack College 1990 — 1993
BS
Financial Advisor March 2014 - Present
MassMutual Piedmont Group of Atlanta December 2012 - March 2014
Northwestern Mutual Financial Network June 2011 - December 2012
St Paul's Presbyterian Church November 2007 - April 2011
Skills
Financial Planning, IRAs, Disability Insurance, Long Term Care Insurance, Retirement Planning, Wealth Management, Risk Management, 401k, Small Business, Management, Estate Planning, Business Planning, Strategic Financial..., Life Insurance, Investments, Mutual Funds, Employee Benefits, Variable Annuities, Asset Management, Financial Planners, Financial Analysis, Securities, Whole Life, Asset Allocation, Insurance, Finance, Retirement, Long-term Care
Education
Biblical Theological Seminary 1993 — 1997
M. Div
Nyack College 1990 — 1993
BS
Lynette Fioroni's Financial Advisor Experience January 1987 - October 2000
Job Certified Holistic Health Coach | Therapeutic Yoga | Skincare Consultant | Weight Loss, Inner & Outer Health
Industry Health, Wellness and Fitness
Experience
Fioroni & Co. October 2013 - Present
Fioroni & Co. April 2002 - Present
Fioroni & Co. June 2013 - Present
Fioroni & Co. February 2010 - 2013
Regional Vice President April 2002 - December 2007
Financial Advisor January 1987 - October 2000
Skills
Health Coach, Therapeutic Yoga, Skin Care, Anti-Aging, Restorative Yoga, Public Speaking, Creative Writing, Social Networking, Social Media, Public Relations, Advertising, Fundraising, Marketing Communications, Marketing, Nonprofits, Lifestyle, Nutrition, Yoga
Education
Holistic Health Coach, Graduate of Institute for Integrative Nutrition 2012 — 2013
University of Michigan 1974 — 1976
Bachelor of Arts (B.A.), Music and english
Fioroni & Co. October 2013 - Present
Fioroni & Co. April 2002 - Present
Fioroni & Co. June 2013 - Present
Fioroni & Co. February 2010 - 2013
Regional Vice President April 2002 - December 2007
Financial Advisor January 1987 - October 2000
Skills
Health Coach, Therapeutic Yoga, Skin Care, Anti-Aging, Restorative Yoga, Public Speaking, Creative Writing, Social Networking, Social Media, Public Relations, Advertising, Fundraising, Marketing Communications, Marketing, Nonprofits, Lifestyle, Nutrition, Yoga
Education
Holistic Health Coach, Graduate of Institute for Integrative Nutrition 2012 — 2013
University of Michigan 1974 — 1976
Bachelor of Arts (B.A.), Music and english
Joe Kapp's Financial Advisor Experience January 2006 - December 2012
Job CoFounder Behavioral Business LLC
Industry Computer & Network Security
Experience
Eastern WV Community & Technical College July 2014 - Present
Eastern West Virginina Community and Technical College August 2013 - Present
Behavioral Business LLC December 2012 - Present
Financial Advisor January 2006 - December 2012
Financial Planning Firm December 2006 - January 2008
Siebel Systems January 2003 - January 2005
Skills
Entrepreneurship, Public Speaking, Strategic Planning, Fundraising, Program Management, Public Relations, Leadership
Education
Florida State University
University of Pennsylvania
MGA, Economic Development
Eastern WV Community & Technical College July 2014 - Present
Eastern West Virginina Community and Technical College August 2013 - Present
Behavioral Business LLC December 2012 - Present
Financial Advisor January 2006 - December 2012
Financial Planning Firm December 2006 - January 2008
Siebel Systems January 2003 - January 2005
Skills
Entrepreneurship, Public Speaking, Strategic Planning, Fundraising, Program Management, Public Relations, Leadership
Education
Florida State University
University of Pennsylvania
MGA, Economic Development
Esteban Zuno's Financial Advisor Experience May 2012 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
Large Bank April 2015 - Present
Financial Advisor May 2012 - April 2015
Chase Investment Services Corp January 2008 - May 2012
WaMu January 2008 - February 2009
Ameriprise Financial August 2006 - January 2008
Skills
Investments, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Asset Management, Valuation, Investment Strategies, Financial Services, Banking, Customer Service, Sales, Insurance
Education
Loyola Marymount University 2002 — 2006
BBA, Business Administration
Loyola Marymount University, College of Business Administration 2002 — 2006
Business Administration, Finance, Management, Entrepreneurship
University of International Business and Economics
Gerd R. Hansma, CFP®,CLU,ChFC,RHU,REBC,CASL,LIC's Financial Advisor Experience April 1999 - Present
Job Hansma Insurance Agency and Financial Advisor
Industry Insurance
Experience
Financial Advisor April 1999 - Present
Hansma Insurance July 1986 - Present
Skills
Health Insurance, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Health Savings Accounts, Medicare, Small Business, Fixed Annuities, Underwriting, Brokers, ACE Certified Personal..., ACE Health Coach, Series 7, Wellness Coaching, Employee Wellness..., 401k Rollovers, 401K, Long Term Care Insurance, Retirement Planning, 401k
Education
Hope College 1978 — 1982
Bachelor of Arts, Economics and Political Science Majors
Financial Advisor April 1999 - Present
Hansma Insurance July 1986 - Present
Skills
Health Insurance, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Health Savings Accounts, Medicare, Small Business, Fixed Annuities, Underwriting, Brokers, ACE Certified Personal..., ACE Health Coach, Series 7, Wellness Coaching, Employee Wellness..., 401k Rollovers, 401K, Long Term Care Insurance, Retirement Planning, 401k
Education
Hope College 1978 — 1982
Bachelor of Arts, Economics and Political Science Majors
Matthew Harrigan's Financial Advisor Experience May 2009 - January 2010
Job Owner at Reminisce Antiques
Industry Financial Services
Experience
Reminisce Antiques January 2010 - Present
Financial Advisor May 2009 - January 2010
Merrill Lynch December 2008 - May 2009
Wachovia Securities, LLC November 2005 - December 2008
Legg Mason Wood Walker February 2005 - November 2005
Constitution Capital Corp. May 2000 - February 2005
Constitution Capital Corp. June 1998 - May 2000
Skills
Account Management, Customer Service, Investments, Marketing, Sales, Sales Management, Strategic Planning, Team Building
Education
Roger Williams University 1994 — 1998
BA, Criminal Justice
Reminisce Antiques January 2010 - Present
Financial Advisor May 2009 - January 2010
Merrill Lynch December 2008 - May 2009
Wachovia Securities, LLC November 2005 - December 2008
Legg Mason Wood Walker February 2005 - November 2005
Constitution Capital Corp. May 2000 - February 2005
Constitution Capital Corp. June 1998 - May 2000
Skills
Account Management, Customer Service, Investments, Marketing, Sales, Sales Management, Strategic Planning, Team Building
Education
Roger Williams University 1994 — 1998
BA, Criminal Justice
Bruce Cavallotti's Financial Advisor Experience February 2007 - Present
Job FSA
Industry Insurance
Experience
Financial Advisor February 2007 - Present
Education
Penn State University 2001 — 2005
Financial Advisor February 2007 - Present
Education
Penn State University 2001 — 2005
Polly, Peiyi Ho's Financial Advisor Experience November 2010 - Present
Job Work hard, make money and have fun!
Industry Logistics and Supply Chain
Experience
Heartland Institute of Financial Education April 2014 - Present
Financial Advisor November 2010 - Present
TFS Freight Int'l August 2006 - October 2012
Kotek America, Inc. August 2005 - August 2006
Skills
Data Entry, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Budgets, Financial Analysis, Microsoft Excel, Finance, Marketing, Insurance, Microsoft Word, Management, Microsoft Office, PowerPoint, Data Analysis, Auditing, Retail
Education
Rutgers University – Camden 2005 — 2007
Master of Business Administration (M.B.A.)
Rutgers University – Camden 2003 — 2005
MBA, Finance & Management
Heartland Institute of Financial Education April 2014 - Present
Financial Advisor November 2010 - Present
TFS Freight Int'l August 2006 - October 2012
Kotek America, Inc. August 2005 - August 2006
Skills
Data Entry, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Budgets, Financial Analysis, Microsoft Excel, Finance, Marketing, Insurance, Microsoft Word, Management, Microsoft Office, PowerPoint, Data Analysis, Auditing, Retail
Education
Rutgers University – Camden 2005 — 2007
Master of Business Administration (M.B.A.)
Rutgers University – Camden 2003 — 2005
MBA, Finance & Management
Michael Heyward's Financial Advisor Experience January 2008 - Present
Job Staff Sergeant at Louisiana National Guard
Industry Financial Services
Experience
Financial Advisor January 2008 - Present
Louisiana National Guard January 2002 - Present
Education
Louisiana State University-Alexandria 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Louisiana at Monroe 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Northwestern State University 2002 — 2003
Bachelor of Business Administration (B.B.A.)
Financial Advisor January 2008 - Present
Louisiana National Guard January 2002 - Present
Education
Louisiana State University-Alexandria 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Louisiana at Monroe 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Northwestern State University 2002 — 2003
Bachelor of Business Administration (B.B.A.)
Brian Southerland's Financial Advisor Experience 1992 - 1993
Job Managing Director, Investments
Industry Financial Services
Experience
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Raymond James February 2007 - Present
Financial Consultant 1993 - 2007
Financial Advisor 1992 - 1993
Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory
Education
Samford University 1981 — 1985
Bachelor of Arts (B.A.), Public Administration
Janet Hawkins's Financial Advisor Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Douglas Waterman's Financial Advisor Experience January 1991 - February 2012
Job California Manufacturing Technology Consulting, CMA Client Advisor
Industry Financial Services
Experience
California Manufacturing Technology Consulting February 2012 - Present
Financial Advisor January 1991 - February 2012
Great American Packaging 2007 - 2008
Skills
Mergers & Acquisitions, Management Consulting, Start-ups, Business Development, Business Strategy, Small Business, Financial Analysis, Business Process..., Strategic Planning, Team Building, Manufacturing, Executive Management, New Business Development, Entrepreneurship
Education
Pace University - Lubin School of Business 1971 — 1973
Master of Business Administration (MBA), Finance and Financial Management Services
California Manufacturing Technology Consulting February 2012 - Present
Financial Advisor January 1991 - February 2012
Great American Packaging 2007 - 2008
Skills
Mergers & Acquisitions, Management Consulting, Start-ups, Business Development, Business Strategy, Small Business, Financial Analysis, Business Process..., Strategic Planning, Team Building, Manufacturing, Executive Management, New Business Development, Entrepreneurship
Education
Pace University - Lubin School of Business 1971 — 1973
Master of Business Administration (MBA), Finance and Financial Management Services
Rusty McCracken's Financial Advisor Experience July 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor July 2008 - Present
New Century Mortgage February 2001 - April 2007
Education
Franklin University 2007 — 2008
Bachelor of Science, Finance/Business Administration
Financial Advisor July 2008 - Present
New Century Mortgage February 2001 - April 2007
Education
Franklin University 2007 — 2008
Bachelor of Science, Finance/Business Administration
William McKeithen, Jr.'s Financial Advisor Experience 1992 - 2000
Job EpicCare CPOE Instructional Designer, Senior
Industry Environmental Services
Experience
University of Mississippi Medical Center February 2011 - Present
University of Mississippi Medical Center 2011 - 2015
University of Mississippi Medical Center 2011 - 2015
University of Mississippi Medical Center 2011 - 2015
U.S. Navy 1982 - 2008
Financial Advisor 1992 - 2000
FACSFac 1987 - 1990
Skills
Program Management, CPOE, Process Improvement, Epic Systems, Military, Project Management, Quality Assurance, Software Documentation, Training, DoD, Project Planning, Analysis, Leadership, Troubleshooting, Six Sigma, Management, Technical Writing, Team Building, Visio
Education
Mississippi College 2010 — 2011
MBA, MIS
University of Maryland University College 2005 — 2011
MS, Management, HR, Energy Resources and Policy Development
UNF 1994 — 1996
BS, Chemistry
University of Mississippi Medical Center February 2011 - Present
University of Mississippi Medical Center 2011 - 2015
University of Mississippi Medical Center 2011 - 2015
University of Mississippi Medical Center 2011 - 2015
U.S. Navy 1982 - 2008
Financial Advisor 1992 - 2000
FACSFac 1987 - 1990
Skills
Program Management, CPOE, Process Improvement, Epic Systems, Military, Project Management, Quality Assurance, Software Documentation, Training, DoD, Project Planning, Analysis, Leadership, Troubleshooting, Six Sigma, Management, Technical Writing, Team Building, Visio
Education
Mississippi College 2010 — 2011
MBA, MIS
University of Maryland University College 2005 — 2011
MS, Management, HR, Energy Resources and Policy Development
UNF 1994 — 1996
BS, Chemistry
MARIE EDNA CONSTANT's Financial Advisor Experience April 2013 - Present
Job Independant broker
Industry Financial Services
Experience
FINANCIAL ADVISOR April 2013 - Present
ACE INA INSURANCE August 2012 - January 2013
Insurance Broker October 2010 - March 2012
Skills
Life Insurance, Disability Insurance, Critical Illness, Accident Insurance, Computer Software..., Negotiation, Microsoft Office, Financial Analysis, Business Strategy, Strategic Planning, Mutual Funds, Investments
Education
HEC Montréal 2002 — 2005
Bachelor, Accounting, finance
FINANCIAL ADVISOR April 2013 - Present
ACE INA INSURANCE August 2012 - January 2013
Insurance Broker October 2010 - March 2012
Skills
Life Insurance, Disability Insurance, Critical Illness, Accident Insurance, Computer Software..., Negotiation, Microsoft Office, Financial Analysis, Business Strategy, Strategic Planning, Mutual Funds, Investments
Education
HEC Montréal 2002 — 2005
Bachelor, Accounting, finance
Aaron Welch's Financial Advisor Experience March 2004 - August 2010
Job MLB Buying and Merchandising
Industry Consumer Services
Experience
LIDS Sports Group October 2014 - Present
Greg Norman Collection June 2013 - October 2014
Dunning Golf June 2013 - October 2014
Sportiqe Apparel November 2012 - October 2014
Imperial Headwear January 2011 - October 2014
Team Effort, Inc. January 2011 - October 2014
Custom Branded Sportswear - PING Apparel December 2010 - June 2013
Angie's List August 2010 - December 2010
Financial Advisor March 2004 - August 2010
Skills
Marketing, Sales, Account Management, Advertising, Merchandising, Customer Service, Sales Management, Inventory Management, Selling, New Business Development, Cold Calling, Management
Education
Purdue University 1998 — 2003
Bachelors, Selling and Sales Management
LIDS Sports Group October 2014 - Present
Greg Norman Collection June 2013 - October 2014
Dunning Golf June 2013 - October 2014
Sportiqe Apparel November 2012 - October 2014
Imperial Headwear January 2011 - October 2014
Team Effort, Inc. January 2011 - October 2014
Custom Branded Sportswear - PING Apparel December 2010 - June 2013
Angie's List August 2010 - December 2010
Financial Advisor March 2004 - August 2010
Skills
Marketing, Sales, Account Management, Advertising, Merchandising, Customer Service, Sales Management, Inventory Management, Selling, New Business Development, Cold Calling, Management
Education
Purdue University 1998 — 2003
Bachelors, Selling and Sales Management
Noel Thelander's Financial Advisor Experience January 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor January 2011 - Present
Marketing, Public Relations and Human Resources 2006 - 2011
First Level Technology LLC, an NCR Company February 2000 - December 2006
Skills
Investment Management, Asset Allocation..., Estate Considerations, Financial Assessment, Portfolio Review, Strategic Planning, Wealth Protection..., Long Term Care Insurance, Permanent Life Insurance, 529 Plans
Education
University of Iowa
Bachelor of Science, Psychology
Financial Advisor January 2011 - Present
Marketing, Public Relations and Human Resources 2006 - 2011
First Level Technology LLC, an NCR Company February 2000 - December 2006
Skills
Investment Management, Asset Allocation..., Estate Considerations, Financial Assessment, Portfolio Review, Strategic Planning, Wealth Protection..., Long Term Care Insurance, Permanent Life Insurance, 529 Plans
Education
University of Iowa
Bachelor of Science, Psychology
Carlos Meeks's Financial Advisor Experience May 2013 - June 2014
Job Farmers Insurance and Financial Services South Bay District Talent Acquisition Specialist
Industry Financial Services
Experience
Farmers Insurance June 2014 - Present
Financial Advisor May 2013 - June 2014
Fast Time Courier Inc. September 2007 - 2013
Skills
Leadership, Insurance, Strategic Planning, Mutual Funds, Retirement, Life Insurance, Series 6, Roth IRA, Wealth Accumulation, Employee Benefits, Investments, Portfolio Management, Training, Customer Service, Financial Services, Sales, Team Building, Property, Marketing
Education
San Jose State University 1994 — 1999
Bachelor of Arts (BA), Communication/ Minor in Sociology
Farmers Insurance June 2014 - Present
Financial Advisor May 2013 - June 2014
Fast Time Courier Inc. September 2007 - 2013
Skills
Leadership, Insurance, Strategic Planning, Mutual Funds, Retirement, Life Insurance, Series 6, Roth IRA, Wealth Accumulation, Employee Benefits, Investments, Portfolio Management, Training, Customer Service, Financial Services, Sales, Team Building, Property, Marketing
Education
San Jose State University 1994 — 1999
Bachelor of Arts (BA), Communication/ Minor in Sociology
Barry S. Siegel, MBA CLU ChFC AEP's Financial Advisor Experience 1979 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor 1979 - Present
Skills
Estate Planning, Financial Gerontology
Education
The American College, Bryn Mawr, PA. 1982 — 1985
Chartered Life Underwriter, Chartered Financial Consultant
Adelphi University 1966 — 1968
MBA, Finance
Financial Advisor 1979 - Present
Skills
Estate Planning, Financial Gerontology
Education
The American College, Bryn Mawr, PA. 1982 — 1985
Chartered Life Underwriter, Chartered Financial Consultant
Adelphi University 1966 — 1968
MBA, Finance
Roman Jarosh's Financial Advisor Experience July 1986 - Present
Job self employed at Financial Advisor
Industry Insurance
Experience
Financial Advisor July 1986 - Present
Education
Temple University 1969 — 1974
Bachelor of Arts, Liberal Arts/ English
Financial Advisor July 1986 - Present
Education
Temple University 1969 — 1974
Bachelor of Arts, Liberal Arts/ English
Greg Bryson's Financial Advisor Experience 1992 - 2007
Job Owner and Lead Portfolio Manager Bryson Capital
Industry Financial Services
Experience
Bryson Capital An Independent Firm February 2007 - Present
Financial Advisor 1992 - 2007
Merrill Lynch 1989 - 1992
Skills
Portfolio Management, Personal Financial..., Investments, Tactical Asset..., Risk Assessment, Goal Setting, High Net Worth..., Cash Flow, Personal Budgeting, Employee Benefits, Life Insurance, Stocks, Bonds, Mutual Funds, ETFs, Fixed Annuities, Variable Annuities, Indexed Annuities, CDS, Monte Carlo Simulation, Investment Portfolio..., Global Tactical Asset..., College Education..., Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Municipal Bonds, Government Bonds, High Yield Bonds, Foreign Investment, Rollovers, Cash Management, Public Speaking
Education
University of Arizona 1983 — 1988
Bachelor of Science Business Administration, Finance and Real Estate
Boston University 1985 — 1985
Bryson Capital An Independent Firm February 2007 - Present
Financial Advisor 1992 - 2007
Merrill Lynch 1989 - 1992
Skills
Portfolio Management, Personal Financial..., Investments, Tactical Asset..., Risk Assessment, Goal Setting, High Net Worth..., Cash Flow, Personal Budgeting, Employee Benefits, Life Insurance, Stocks, Bonds, Mutual Funds, ETFs, Fixed Annuities, Variable Annuities, Indexed Annuities, CDS, Monte Carlo Simulation, Investment Portfolio..., Global Tactical Asset..., College Education..., Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, Municipal Bonds, Government Bonds, High Yield Bonds, Foreign Investment, Rollovers, Cash Management, Public Speaking
Education
University of Arizona 1983 — 1988
Bachelor of Science Business Administration, Finance and Real Estate
Boston University 1985 — 1985
Agnes K'Oduol's Financial Advisor Experience September 2012 - Present
Job Financial Representative
Industry Financial Services
Experience
Financial Advisor September 2012 - Present
Debt Freedom Financial April 2011 - August 2012
Debt Freedom Canada Financial Services April 2006 - April 2010
Education
United States International University 1993 — 1995
IBA, Business Administration and Management, General
Financial Advisor September 2012 - Present
Debt Freedom Financial April 2011 - August 2012
Debt Freedom Canada Financial Services April 2006 - April 2010
Education
United States International University 1993 — 1995
IBA, Business Administration and Management, General
pat mcnease's Financial Advisor Experience May 1965 - January 1976
Job retired at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2009 - Present
Financial Advisor May 1965 - January 1976
United States Marine Corps June 1961 - March 1965
Education
University of Missouri-Columbia 1957 — 1961
Bachelor of Journalism, Advertisng
Mississippi College
UBS Wealth Management December 2009 - Present
Financial Advisor May 1965 - January 1976
United States Marine Corps June 1961 - March 1965
Education
University of Missouri-Columbia 1957 — 1961
Bachelor of Journalism, Advertisng
Mississippi College
Katherine Wilkerson's Financial Advisor Experience March 2003 - February 2013
Job CoOwner at Apex Partners, LLC
Industry Real Estate
Experience
Apex Partners, LLC February 2013 - Present
Financial Advisor March 2003 - February 2013
Education
Furman University 1997 — 1999
Master's degree, Health & Exercise Science
Furman University 1992 — 1995
Bachelor of Science (BS), Health & Exercise Science
Apex Partners, LLC February 2013 - Present
Financial Advisor March 2003 - February 2013
Education
Furman University 1997 — 1999
Master's degree, Health & Exercise Science
Furman University 1992 — 1995
Bachelor of Science (BS), Health & Exercise Science
Rachel Weaver's Financial Advisor Experience June 2013 - Present
Job Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors April 2015 - Present
Financial Advisor June 2013 - Present
MetLife May 2012 - May 2013
Allegheny Valley Bank 2008 - 2012
Wexford Health Sources 2004 - 2005
Skills
Loans, Risk Management, Customer Service, Insurance, Credit, Microsoft Excel, Mortgage Lending
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Criminal Justice
Fragasso Financial Advisors April 2015 - Present
Financial Advisor June 2013 - Present
MetLife May 2012 - May 2013
Allegheny Valley Bank 2008 - 2012
Wexford Health Sources 2004 - 2005
Skills
Loans, Risk Management, Customer Service, Insurance, Credit, Microsoft Excel, Mortgage Lending
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Criminal Justice
Lisa Hunter-Roberts's Financial Advisor Experience February 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor February 2010 - Present
WMFinancial/Chase Investments 2003 - 2010
Skills
Portfolio Management, Investments, Risk Management, Leadership, Sales Management, Process Improvement, Sales, Strategic Planning, Business Strategy, Marketing Strategy, Account Management, Team Building, Team Leadership
Education
Juanita HS, Kirkland, WA 1982 — 1985
Seattle University
Financial Advisor February 2010 - Present
WMFinancial/Chase Investments 2003 - 2010
Skills
Portfolio Management, Investments, Risk Management, Leadership, Sales Management, Process Improvement, Sales, Strategic Planning, Business Strategy, Marketing Strategy, Account Management, Team Building, Team Leadership
Education
Juanita HS, Kirkland, WA 1982 — 1985
Seattle University
Tina Belcuore Troup's Financial Advisor Experience September 2014 - Present
Job Admin at The Financial Center
Industry Insurance
Experience
Financial Advisor September 2014 - Present
Bank of America January 2013 - October 2014
Bank of America January 2010 - December 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Outlook
Education
Eastern Michigan University
Financial Advisor September 2014 - Present
Bank of America January 2013 - October 2014
Bank of America January 2010 - December 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Outlook
Education
Eastern Michigan University
Registered Nurse
RN
Web Developer
Customer Service Representative
Physician Assistant
Customer Service Associates
Elementary School Teacher
Construction Management