Financial Solutions
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Financial Solutions Employees
Financial Solutions November 2011 - Present
Lyft 2014 - 2014
Jazz Dog Music Studios January 2011 - August 2011
Education
San Diego Miramar College 2009 — 2011
Paralegal Studies, Legal
PCC Structurals, Inc. August 2014 - Present
Financial Solutions February 2013 - Present
Myself January 2003 - Present
Zephyr Fire May 2010 - September 2012
US Army November 2003 - August 2008
Skills
Financial Accounting, Accounting, Independent Financial..., Medical Records, Emergency Medicine, Security Clearance, Physical Security, Electronic Filing, Tax Preparation, Tax Accounting, Financial Analysis, Strategic Financial..., Entrepreneurship, Microsoft Office, Leadership, Listener, Highly motivated..., Highly detail oriented, Analytical Skills, Determined to Succeed, Professional Experience, Customer Service, QuickBooks, Payroll, Bookkeeping, Tax, Investments, Financial Advisory, Analysis, Financial Planning, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Nevada-Reno 2011 — 2014
Bachelor of Science (BS), Accounting and Finance
Truckee Meadows Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Athletes for College, Inc. April 2015 - Present
Mother Rucker's (Fort Rucker, AL) May 2014 - Present
The University of Alabama August 2013 - May 2014
Financial Solutions May 2013 - August 2013
American Le Mans Series March 2013 - June 2013
The Critograph January 2012 - May 2013
Lynchburg College August 2010 - May 2013
American Le Mans Series June 2012 - October 2012
TRG Motorsports - NASCAR Sprint Cup June 2011 - August 2011
Randolph College February 2011 - May 2011
Skills
Social Media, Social Networking, Writing (report,..., Camera Operating, AP Style, Adobe Premiere, Copy Editing, Microsoft Applications, Telephone Skills, Photoshop, Public Relations, Writing for PR, Research, Social Media Marketing, Sales, Customer Service, Event Planning, Microsoft Office, Time Management, Premiere, Press Releases, Teaching, Blogging, Marketing, Facebook, Fundraising, PowerPoint, Newsletters, Journalism, Editing, Sports Management, Video Production, Event Management, Sports Marketing, Media Relations, Interviews, Microsoft Word
Education
University of Alabama 2013 — 2014
Master of Arts (MA), Sports Management, 4.0
Lynchburg College 2009 — 2013
B.S., Sports Management, 3.81
Sterling Computers August 2014 - Present
Culligan Water Conditioning October 2007 - August 2014
Financial Solutions 2001 - 2007
Midwest Financial Consultants 1999 - 2001
JC Penney 1985 - 1999
Skills
Invoicing, Accounting, Accounts Receivable, Bookkeeping, Data Entry, Microsoft Excel, Outlook, Insurance, Sales, Customer Service, Team Building, Microsoft Word, PowerPoint, Teamwork, Accounts Payable
Education
Briar Cliff University 2011 — 2013
Bachelor of Arts (BA), Accounting
Western Iowa Tech Community College 2008 — 2011
Associate of Arts (AA), Business Administration
GASTRO HEALTH January 2015 - Present
Online Business October 2013 - January 2015
City College October 2011 - October 2013
Memorial Healthcare System March 2010 - September 2011
Memorial Healthcare System November 2009 - March 2010
Baker College January 2007 - August 2009
Cleveland Clinic January 2005 - November 2007
Financial Solutions August 2003 - January 2005
University Of Pittsburgh Medical Center January 2000 - August 2003
UNC Health Care 1999 - 2000
Skills
Epic Systems, Mainframe, Healthcare Management, Healthcare, Hospitals, Imagecast, Carecast, Healthcare Consulting, Practice Management, Healthcare Industry, Revenue Cycle, Nursing, Customer Service, HIPAA, Clinical Research, EMR, EHR, Healthcare Information..., Process Improvement, Strategic Planning, Surgery, Pediatrics, Physician Relations, Managed Care, Medicare, Medicine, Leadership, Training, Management, Team Building, Medicaid, Physicians, Patient Safety, Human Resources, Employee Relations
Education
Baker College Center for Graduate Studies 2007 — 2009
MBA, Healthcare Management, GPA 3.7
University of Phoenix 2002 — 2007
BSB/M, Business Management
Sanford-Brown Institute-Pittsburgh 1997 — 1998
AS, Anesthesia
Financial Solutions January 2010 - Present
C Financial February 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Management, Budgets, PowerPoint, Financial Reporting, Financial Analysis, Strategic Planning, Negotiations
Education
University of Cambridge
Bachelor of Business Administration (BBA), Finance and Financial Management Services
none November 2003 - Present
Financial Solutions January 1980 - May 2004
Rice Rittenhouse Hotel December 1975 - May 1976
Western International Hotels (now Westin Hotels,Starwood Hotels Group) December 1972 - August 1975
Skills
Financial Planning, Strategic Planning, Fiscal Management, Investments, Private Wealth..., Wealth Accumulation, Wealth Preservation, Public Speaking, Golf/Tennis, Sailing, Other sports, Strategic Financial..., Wealth Management..., Retirement Planning, Wealth Management, Investment Advisory, Retirement, Financial Planners, Small Business, Fiscal Policy, Wealth
Education
College for Financial Planning 1985 — 1987
CFP, Comprehensive Financial Planning
Penn State University 1962 — 1967
BS, Business
Midland National Life Insurance Company September 2005 - Present
Financial Solutions August 2004 - September 2005
AEGON Americas May 2002 - August 2004
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, General Insurance, Underwriting, Brokers, Long-term Care, Retirement Planning, IRAs, Finance, Sales, Sales Management
Education
Northern State University
Bachelor of Science (BS)
University of Chicago Medicine April 2013 - Present
Office Depot April 2011 - November 2011
Financial Solutions February 2009 - October 2009
Kaplan University June 2008 - January 2009
Skills
Typing Speed of 60 WPM, Microsoft Word, PowerPoint, Internet, Adobe Photoshop, Creative Writing, Customer Service, Mac, Facebook
Education
The Cara Program 2013 — 2013
Devry University 2012 — 2012
Drexel University 2007 — 2008
SB Transitional Assistance Dept June 2011 - Present
DJR Business Services September 2009 - Present
Easy Breathing, Inc October 2009 - October 2010
R.P. Enterprises, Inc January 2005 - September 2009
Financial Solutions January 2000 - January 2004
Allstate Insurance Company January 1998 - January 2002
Education
University of Phoenix
Bachelors of Science, Human Services (2004
University of Phoenix
Masters of Business Administration (2009, 2010
TAVHealth April 2012 - Present
Financial Solutions January 2001 - Present
Skills
Long-term Care, Healthcare, Medicare, Account Management, Advertising, Health Insurance, Insurance, Healthcare Management, Elder Care, Marketing, Home Care, Business Development, Medicaid, Strategic Planning, Hospitals, Managed Care, Nonprofits, Selling, Fixed Annuities, Leadership, Customer Service, HIPAA, Nursing, Public Speaking, Sales, Team Building, Employee Benefits, Program Development, Public Relations, Life Insurance, Non-profits, Healthcare Industry, Small Business, Time Management, Seniors, Training, Healthcare Consulting, Retirement Planning, Management, Practice Management, Physicians, Disability Insurance, Retirement, Physician Relations, Revenue Cycle, Case Management, Cold Calling, Investments, Term Life Insurance, Healthcare Information...
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BA, Accounting
DocuTAP November 2012 - Present
Maas Global Solutions January 2008 - October 2012
SAIC, contractor to USGS EROS December 2005 - January 2008
Financial Solutions November 2004 - December 2005
First Data Merchant Services June 2000 - August 2004
Kavlico Corporation December 1999 - May 2000
JADS Joint Test Force April 1995 - September 1999
USAF August 1988 - March 1995
Skills
Software, E-commerce, Visio, Requirements Analysis, Testing, Software Project..., Project Management, Software Development, Software Documentation, Agile Methodologies, Business Analysis, CRM, User Experience, Program Management, Strategy, Usability Testing, User Experience Design, Usability, Usability Engineering
Education
Purdue University 1989 — 1990
M.S., Industrial Engineering
North Dakota State University 1984 — 1988
B.S., Electrical and Electronics Engineering
Financial Solutions June 1989 - Present
Skills
Strategic Financial..., Customer Service, Insurance, Life Insurance, Long-term Care, Strategic Planning, Term Life Insurance, Small Business, New Business Development, Team Building, Marketing, Sales, Fixed Annuities, Financial Services, Marketing Strategy, Leadership, Disability Insurance, Retirement Planning, Business Planning, Account Management, Investments, Public Speaking, Wealth Management, Estate Planning
Education
Corporation For Long Term Care 2007 — 2007
CLTC, Long Term Care
The American College
CLU, ChFC, Financial Consulting
Grupo Franco Stringham June 2013 - Present
Ashton Stewart Capital June 2011 - Present
TransGlobal Green Energy March 2010 - Present
Financial Solutions March 1995 - Present
DBS Interests March 2014 - Present
KW Commercial October 2010 - March 2014
Marcus & Millichap August 2002 - October 2010
SS&C Technologies 1994 - 1995
Skills
Real Estate, Sales, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Management, Real Estate Economics, Commercial Real Estate, Mergers & Acquisitions, Investment Properties, Small Business, Entrepreneurship, Disposition, Portfolio Management, Contract Negotiation, Property, Asset Managment, Private Equity, Investment Banking, Real Estate Development, Real Estate Transactions, Acquisitions, Brokerage, Venture Capital, Property Management, Finance, Real Estate Financing, Investors, Leases, Land Acquisition, Corporate Real Estate, Funding, Joint Ventures, Location Intelligence, Structured Finance, Lease Negotiations
Education
Yale University - Yale School of Management 1991 — 1993
Master of Business Administration (MBA)
Brigham Young University 1987 — 1989
BS, Accounting
Financial Solutions March 2008 - May 2014
Montessori Complex Grammar School May 2009 - May 2011
Skills
Classroom, Teaching, Customer Service, Luxury Goods, Project Planning, English, Marketing, Microsoft Office, Teacher Training, Fashion, Public Speaking, ESL, Public Relations, Merchandising, Event Management, Higher Education, Computers, Interpersonal Skill, Communication, Student Counseling, Staff Development, Individual Counselling, Psychology, Tutoring, Classroom Management, Grammar, IELTS, School Social Work, Child Welfare, Welfare Activities, Older Homes, Disabled & Handicapped...
Education
University of Karachi 2002 — 2005
B.A (Hons), English
St.Lawrence's College. 1999 — 2000
Intermediate
St.Lawrence's Convent School. 1997 — 1998
Matriculation, A
Self-employed 2012 - Present
Educational Center Alemico 2011 - Present
Financial Solutions 2011 - 2013
Deutsche Bank October 2006 - 2011
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Markets, Economics, Private Equity, Equities, Mergers & Acquisitions, Investments, Emerging Markets, Derivatives, Middle Office, Bonds, Equity Derivatives, Valuation, Russian
Education
Lomonosov Moscow State University (MSU) 2008 — 2010
Master, Corporate Finance
Lomonosov Moscow State University (MSU) 2004 — 2008
Bachelor, Economics, Corporate Finance
Mustang Cat March 2015 - Present
Financial Solutions August 2013 - April 2014
The Home Depot February 2012 - July 2012
Fair Oaks Ranch Golf and Country Club February 2011 - August 2011
Texas Tech ATLC November 2009 - December 2010
Education
Texas State University-San Marcos 2012 — 2014
Bachelor's Degree, Agricultural Business and Management
Financial Solutions Provide Loan resolution services for Banks and Commercial BorrowersSenior Credit Officer, Senior Vice PresidentCarolina First Bank2004 - 2006
BB&T 2001 - 2004
BB&T 1988 - 2001
Skills
Commercial Banking, Former Special Assets..., Underwriting, Asset Based Lending, Credit Risk, Portfolio Management, Financial Analysis, Cash Flow Lending, SBA, Finance, Investment Properties, Commercial Mortgages, Loans, Business Strategy, Business Planning, Banking, Executive Management, Investments, Credit Analysis, Real Estate, Management, Sales, Commercial Lending, Small Business, Risk Management, Asset Management, Managerial Finance, Mortgage Lending, Credit, Retirement Planning, Real Estate Financing, Commercial Real Estate
Education
University of Oklahoma 1981 — 1982
Banking and Finance
Delaware State University 1974 — 1975
Bachelor's degree, Business and Chemistry
Wesley College 1970 — 1972
Business Administration and Management, General
Dentsu Aegis Network November 2014 - Present
OMD USA August 2012 - October 2014
Crispin Porter + Bogusky November 2010 - August 2012
Crispin Porter + Bogusky November 2007 - November 2010
Crispin Porter + Bogusky May 2006 - November 2007
Financial Solutions December 2005 - May 2006
Karrington Limited July 2004 - August 2004
Skills
Advertising, Online Advertising, comScore, Strategy, Creative Strategy, New Media, Social Media, Campaign Optimization, Rich Media, Online Marketing, Integrated Media, Analysis, Brand Development, Marketing Communications, Brand Awareness, Emerging Media, Behavioral Targeting, Contextual Advertising, Multivariate Testing, A/B testing, Remarketing, Building Strategic..., Branding Campaigns, Forrester, Online Video, Strategy Development, Communications Strategy, Data Analysis, Campaign Management, Media Planning, Media Buying
Education
University of Oregon 2002 — 2005
BS
Financial Solutions 2009 - 2014
Appalachian Parent Association Inc 1986 - 2009
Skills
Analysis, Budgets, Business Analysis, Data Analysis, Databases, Editing, Microsoft Excel, Project Management, Research, Statistics, Access, Accounts Receivable, Analytics, Customer Service, Finance, General Ledger, Management, Payroll, Program Management, SAS, SPSS, SQL
Education
West Virginia Junior College-Morgantown 2015 — 2016
Medical Office Management/Administration
Potomac State College of West Virginia University 1986 — 1987
Associate’s Degree, Accounting
OTJV April 2015 - Present
OTJV October 2014 - April 2015
Financial Solutions June 2013 - October 2014
Staples February 2013 - June 2013
Skills
Microsoft Office, Event Planning, Marketing Communications, Social Media, Microsoft Excel, Customer Service, Sales, Strategic Planning, Management, Inventory Management, Access, Analysis, Budgets, Time Management, Microsoft Word
Education
Virginia Commonwealth University 2014 — 2020
Master of Business Administration (MBA), Management Information Systems, General
Lynchburg College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Nike (contracted via RGP) October 2012 - December 2014
Financial Solutions May 2009 - October 2012
Military Personnel Services Corporation July 2007 - December 2008
AIG American General December 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Account Management, Access, Analysis, Budget Preparation, Budget Analysis, Budget Management, Budget Tracking, Budget Allocation, Budget Oversight, Budget Development, Business Strategy, Business Intelligence, Budgeting, Business Analysis, Cost Estimating, Cost Analysis, Cost Control, Data Analysis, Economic Research, Excel, Financial Modeling, Financial Management, Federal Government, Financial Forecasting, Forecasting, Financial Analysis, Financial Reporting, Financial Planning, Government Finance, Government, MS Office Suite, Microsoft Office, Macro, Outlook, Program Management, Planning, PowerPoint, Pivot Tables, Problem Solving, Qualitative Research, Research, SQL, Strategic Planning, Trend Analysis, Word, Valuation, Yahoo, Budgets, Team Building, Vendor Management
Education
University of Portland 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Economics, 3.33
Traditions Wealth Advisors, LLC November 2013 - Present
Paragon Virtues, LLC January 2009 - Present
Financial Solutions January 1997 - December 2008
Woodway Financial Advisors August 1988 - December 1996
Skills
Financial Planning, Property Management, Internet Ventures, Investment Properties, Strategic Financial..., Investments
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Texas A&M University 1980 — 1985
BS, Computer Science
LIMONETTE,LLC November 2005 - Present
Limonette January 2005 - Present
Only Way Realty, LLC January 2012 - January 2014
Financial Solutions January 2010 - January 2014
TriPower Consulting LLC March 2008 - January 2013
Karibbean SHippers 2012 - 2012
Skills
Business Analysis, Strategic Planning, Insurance, Team Leadership, Real Estate, Marketing, Change Management, Health Insurance, Homeowners, Small Business Tax, Individual Tax, REO, Forclosure, Real Estate Sales, Financial Consultation, Forclosure Recovery, Life Insurance, Business Funding, NJ Notary, Project Management, Finance, Foreclosures
Education
IUP 1996 — 2000
BS, Computer Science
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Mathematics and Computer Science
Financial Solutions January 2005 - Present
New Age Development January 2000 - December 2005
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Access, Financial Analysis, Teaching, Management, Marketing, Purchasing, Operations Management, Entrepreneurship, Training, Retail, Leadership, Customer Service, Analysis, Project Management, Public Speaking, Nonprofits
Education
University of Illinois 2009 — 2012
2nd Masters, Online Education
Northeastern Illinois University
Master of Business Administration (MBA), Business, Management, Marketing, and Strategy
Town of Onancock October 2013 - Present
Ad October 2013 - May 2014
Town of Exmore June 2013 - October 2013
Financial Solutions August 2012 - June 2013
Accomack Public Schools August 2012 - June 2013
The Island House March 2012 - June 2013
Scottsdale Academy March 2009 - January 2012
Skills
Public Speaking, Community Outreach, Nonprofits, Policy Analysis, Public Relations, Fundraising, Public Policy, Policy, Government, Political Campaigns
Education
Florida State University 2003 — 2004
Master's degree, Political Science and Government, 3.9
University of Florida 2001 — 2003
Bachelor of Arts (B.A.), Political Science and Government, 3.4
Financial Solutions 2009 - Present
NSA SUPERMARKETS March 2007 - February 2009
Copeland Sports November 2004 - October 2006
Winn Dixie Stores February 2002 - November 2004
C&S WHOLESALE INC January 1998 - January 2002
BUTTERY FOOD January 1993 - January 1998
Education
University of Kentucky 1971 — 1975
Agriculture Economics
University Of Kentucky, Agriculture Economics
The Phoenician Resort May 2006 - August 2014
Isagenix International October 2008 - January 2010
Grandstand Inc.- Ticket printing August 2009 - December 2009
Financial Solutions September 2006 - September 2007
Education
Arizona State University 2005 — 2009
Bachelor of Interdisciplinary Studies, Business and Biology
Financial Solutions August 2014 - Present
Skills
Agile Methodologies, Management, Oracle, Software Documentation, Leadership, SDLC, Integration, Business Analysis, Vendor Management, Business Intelligence, Databases, Visio, Customer Service
Education
Strayer University-Georgia 2007 — 2009
Masters of Business Administration, Finance, 4.0
Alabama State University
Bachelor of Science (BS), COMPUTER INFORMATION SYSTEMS
Financial Solutions March 1984 - Present
American portfolios 2002 - 2012
Skills
financial planning, Investment advisory, Retirement Income..., Retirement Planning, Saving for Education, Estate Planning, Insurance Planning, Investment Advisory, Strategic Financial..., Retirement, Financial Planners, 401k, Fixed Annuities, Series 63, Series 7, Securities, Asset Allocation, Wealth Management
Education
Adelphi University
Masters, English/Education
University of Michigan
English
VET NET Plymouth May 2012 - Present
Financial Solutions March 2012 - Present
T&K Asphalt Services, Inc. April 2013 - June 2014
General Dynamics/American Overseas Marine March 2009 - December 2011
General Dynamics/American Overseas Marine January 2000 - February 2009
Skills
Legal Compliance, Performance Management, Employee Relations, Employee Benefits, Compensation, Affirmative Action..., EEO Reporting, Investigation, Talent Acquisition, HRIS, Problem Solving, Advocacy, Employee Wellness, I-9 Compliance
Education
Northeastern University - Graduate School of Business Administration
MBA, January, 2009
World at Work
Financial Solutions February 1975 - Present
Gaston County Schools, Gastonia, NC September 1958 - February 1975
Education
Appalachian State University
N/A Statistician/Budget AnalystOdyssey-TCI JV, LLCOctober 2014 - March 2015
Financial Solutions March 2009 - October 2014
Education
George Mason University 1994 — 1997
Master’s Degree, Education
The Ohio State University 1983 — 1987
Bachelor’s Degree, English Education