Financial Strategies Group
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Financial Strategies Group Employees
Employee
Years
Job
Industry
Alan Goldfarb, CFP Alan Goldfarb, CFP's Financial Strategies Group Experience December 2012 - Present
Job I help successful individuals to make their retirement dreams become a reality.
Industry Financial Services
Experience
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Clinton Norwood Clinton Norwood's Financial Strategies Group Experience June 2013 - Present
Job Intern at Financial Strategies Group
Industry Financial Services
Experience
Financial Strategies Group June 2013 - Present
Walmart October 2011 - Present
Education
University of Alabama in Huntsville 2011 — 2013
Finance, General
Northwest-Shoals Community College 2009 — 2011
Business Administration
Financial Strategies Group June 2013 - Present
Walmart October 2011 - Present
Education
University of Alabama in Huntsville 2011 — 2013
Finance, General
Northwest-Shoals Community College 2009 — 2011
Business Administration
Cindy Sirico Cindy Sirico's Financial Strategies Group Experience November 2005 - September 2008
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Christie Coghlan Investment Management, LLC August 2011 - April 2014
Merrill Lynch September 2008 - August 2011
Financial Strategies Group November 2005 - September 2008
TD Print Productions January 1997 - December 1999
Shearson Lehman Brothers January 1983 - December 1986
A.G. Edwards & Sons, Inc. January 1981 - December 1983
Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Management, 3.4 GPA
RBC Wealth Management December 2014 - Present
Christie Coghlan Investment Management, LLC August 2011 - April 2014
Merrill Lynch September 2008 - August 2011
Financial Strategies Group November 2005 - September 2008
TD Print Productions January 1997 - December 1999
Shearson Lehman Brothers January 1983 - December 1986
A.G. Edwards & Sons, Inc. January 1981 - December 1983
Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Management, 3.4 GPA
Deborah Hersey Deborah Hersey's Financial Strategies Group Experience August 2009 - Present
Job Partner, Sales Vice President at Financial Strategies Group
Industry Financial Services
Experience
Pinnacle Insurance & Financial Services, LLC. 2012 - Present
Financial Strategies Group August 2009 - Present
Phoenix Life Insurance Company October 2007 - August 2009
The Hartford July 2005 - October 2007
Prudential Securities LIfe Agency 1998 - 2005
Skills
Estate Planning, Business Succession..., Multi-generational..., Life Insurance, Strategic Consulting, point of sale consulting, general agent, Sales Process, Sales, Succession Planning, Financial Planners, Term Life Insurance, Marketing, Retirement Planning, Disability Insurance, Insurance, Wealth, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Series 63, Wealth Management, Series 6, Employee Benefits
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Education
Pinnacle Insurance & Financial Services, LLC. 2012 - Present
Financial Strategies Group August 2009 - Present
Phoenix Life Insurance Company October 2007 - August 2009
The Hartford July 2005 - October 2007
Prudential Securities LIfe Agency 1998 - 2005
Skills
Estate Planning, Business Succession..., Multi-generational..., Life Insurance, Strategic Consulting, point of sale consulting, general agent, Sales Process, Sales, Succession Planning, Financial Planners, Term Life Insurance, Marketing, Retirement Planning, Disability Insurance, Insurance, Wealth, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Series 63, Wealth Management, Series 6, Employee Benefits
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Education
Nick Rios Nick Rios's Financial Strategies Group Experience September 2013 - Present
Job
Industry Financial Services
Experience
Financial Strategies Group September 2013 - Present
Education
Florida State University 2009 — 2013
Bachelor of Science (BS)
Financial Strategies Group September 2013 - Present
Education
Florida State University 2009 — 2013
Bachelor of Science (BS)
Mary Grady Mary Grady's Financial Strategies Group Experience 1997 - 2001
Job Financial Planning, Modeling & Analysis
Industry Management Consulting
Experience
Kaiser Permanente May 2014 - Present
Consultant October 1997 - Present
Kaiser Permanente November 2012 - November 2013
Veregy Consulting 2005 - 2011
PG&E SmartMeter Project 2005 - 2011
Financial Strategies Group 1997 - 2001
Pacific Telesis Group/Pacific Bell 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Report Development, Budgeting, Forecasting, Variance Analysis, Project Management, Process Improvement, Financial Accounting, Economics, PowerPoint, Microsoft Excel, Strategic Planning, Business Analysis, Budgets, Finance, Mergers & Acquisitions, Business Planning, Management, Management Consulting, Program Management, Business Strategy, Strategy, Strategic Financial..., Analysis, Business Process..., Managerial Finance, Accounting, Leadership, Team Leadership, Telecommunications, Change Management, Competitive Analysis, Cross-functional Team...
Education
New York University, Stern School of Business
MBA, Finance & International Business
University of South Carolina-Columbia
Bachelor of Arts (BA), Art History
Kaiser Permanente May 2014 - Present
Consultant October 1997 - Present
Kaiser Permanente November 2012 - November 2013
Veregy Consulting 2005 - 2011
PG&E SmartMeter Project 2005 - 2011
Financial Strategies Group 1997 - 2001
Pacific Telesis Group/Pacific Bell 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Report Development, Budgeting, Forecasting, Variance Analysis, Project Management, Process Improvement, Financial Accounting, Economics, PowerPoint, Microsoft Excel, Strategic Planning, Business Analysis, Budgets, Finance, Mergers & Acquisitions, Business Planning, Management, Management Consulting, Program Management, Business Strategy, Strategy, Strategic Financial..., Analysis, Business Process..., Managerial Finance, Accounting, Leadership, Team Leadership, Telecommunications, Change Management, Competitive Analysis, Cross-functional Team...
Education
New York University, Stern School of Business
MBA, Finance & International Business
University of South Carolina-Columbia
Bachelor of Arts (BA), Art History
Randy Diehl, CLU, ChFC Randy Diehl, CLU, ChFC's Financial Strategies Group Experience 2011 - Present
Job President/General Agent Financial Strategies Group
Industry Financial Services
Experience
Financial Strategies Group 2011 - Present
Financial Strategies Group April 1985 - Present
Skills
Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Risk Management, Life Insurance, Wealth Management, Retirement, Mutual Funds, Insurance, Loans, Investments, Banking, Estate Planning, Employee Benefits, Securities, IRAs, Portfolio Management, Small Business Lending, 401k, Series 63
Education
University of Toledo 1981 — 1983
Bachelor of Business Administration (BBA), Finance
Adrian College 1979 — 1981
Financial Strategies Group 2011 - Present
Financial Strategies Group April 1985 - Present
Skills
Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Risk Management, Life Insurance, Wealth Management, Retirement, Mutual Funds, Insurance, Loans, Investments, Banking, Estate Planning, Employee Benefits, Securities, IRAs, Portfolio Management, Small Business Lending, 401k, Series 63
Education
University of Toledo 1981 — 1983
Bachelor of Business Administration (BBA), Finance
Adrian College 1979 — 1981
Rebecca Swanson's Financial Strategies Group Experience July 2000 - January 2005
Job Director of Communications at BUKSA Strategic Conference Services
Industry Research
Experience
BUKSA Strategic Conference Services October 2013 - Present
University of Alberta February 2013 - October 2013
BUKSA Strategic Conference Services August 2005 - October 2013
Financial Strategies Group July 2000 - January 2005
Skills
Project Management, Multi Tasking, Communication, Event Management, Program Development, Problem Solving, Strategic Planning, Sponsorship, Speaker Support, Close Attention to..., Social Media, Community Outreach, Meeting Planning, Event Planning, Nonprofits, Volunteer Management, Public Relations, Marketing Communications, Corporate Communications, Corporate Events, Fundraising, Time Management
Education
University of Alberta 2003 — 2005
B. Comm. (Hons), Marketing, Organizational Management
BUKSA Strategic Conference Services October 2013 - Present
University of Alberta February 2013 - October 2013
BUKSA Strategic Conference Services August 2005 - October 2013
Financial Strategies Group July 2000 - January 2005
Skills
Project Management, Multi Tasking, Communication, Event Management, Program Development, Problem Solving, Strategic Planning, Sponsorship, Speaker Support, Close Attention to..., Social Media, Community Outreach, Meeting Planning, Event Planning, Nonprofits, Volunteer Management, Public Relations, Marketing Communications, Corporate Communications, Corporate Events, Fundraising, Time Management
Education
University of Alberta 2003 — 2005
B. Comm. (Hons), Marketing, Organizational Management
Jay Dortch's Financial Strategies Group Experience 1994 - Present
Job Managing Partner at Financial Strategies Group
Industry Financial Services
Experience
Financial Strategies Group 1994 - Present
Education
University of Kentucky 1984 — 1989
Advertising, Communications
Paducah Tilghman
Financial Strategies Group 1994 - Present
Education
University of Kentucky 1984 — 1989
Advertising, Communications
Paducah Tilghman
Vernon Moret's Financial Strategies Group Experience 2001 - Present
Job Investment Advisor Representative & President at Financial Strategies Group
Industry Financial Services
Experience
Financial Strategies Group 2001 - Present
Prudential Financial 1984 - 2001
Guaranty Bank & Trust 1981 - 1984
Texas Commerce Bank 1979 - 1981
Skills
Risk Management, Investments, Finance, Financial Analysis, Portfolio Management, Insurance, Series 7, Securities, Series 63, Investment Advisory, Management, Analysis, Budgets, Financial Risk, 401k Rollovers, Financial Advisory, Estate Planning, Wealth Management, Life Insurance, FINRA, Series 65, Accounting
Education
Louisiana State University 1977 — 1979
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisiana at Lafayette
Financial Strategies Group 2001 - Present
Prudential Financial 1984 - 2001
Guaranty Bank & Trust 1981 - 1984
Texas Commerce Bank 1979 - 1981
Skills
Risk Management, Investments, Finance, Financial Analysis, Portfolio Management, Insurance, Series 7, Securities, Series 63, Investment Advisory, Management, Analysis, Budgets, Financial Risk, 401k Rollovers, Financial Advisory, Estate Planning, Wealth Management, Life Insurance, FINRA, Series 65, Accounting
Education
Louisiana State University 1977 — 1979
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisiana at Lafayette
Jim Farmer, CLU, ChFC Jim Farmer, CLU, ChFC's Financial Strategies Group Experience April 2007 - Present
Job Zero Estate Tax Planning
Industry Insurance
Experience
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Brian Dulac's Financial Strategies Group Experience April 2001 - May 2002
Job Senior Finance Controller, US Service Provider Sales at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems November 2010 - Present
Cisco Systems February 2008 - November 2010
Cisco Systems May 2006 - February 2008
Cisco Systems June 2003 - May 2006
Tier Technologies July 2002 - May 2003
Financial Strategies Group April 2001 - May 2002
NorthPoint Communications March 2000 - April 2001
Telcordia Technologies May 1997 - March 2000
Skills
Budgets, Financial Analysis, Financial Modeling, Competitive Analysis, Forecasting, Finance, Strategy, Sales, Product Marketing, Start-ups, Pricing, Analysis, Leadership
Education
Purdue University 1994 — 1996
MBA, Marketing
University of California, San Diego 1990 — 1994
BA, Economics
Cisco Systems November 2010 - Present
Cisco Systems February 2008 - November 2010
Cisco Systems May 2006 - February 2008
Cisco Systems June 2003 - May 2006
Tier Technologies July 2002 - May 2003
Financial Strategies Group April 2001 - May 2002
NorthPoint Communications March 2000 - April 2001
Telcordia Technologies May 1997 - March 2000
Skills
Budgets, Financial Analysis, Financial Modeling, Competitive Analysis, Forecasting, Finance, Strategy, Sales, Product Marketing, Start-ups, Pricing, Analysis, Leadership
Education
Purdue University 1994 — 1996
MBA, Marketing
University of California, San Diego 1990 — 1994
BA, Economics
Stuart (Stu) Brown's Financial Strategies Group Experience 1988 - 1990
Job Account Manager at Pedigree Technologies
Industry Computer Software
Experience
Pedigree Technologies January 2012 - Present
SEI/Microsoft December 2009 - July 2010
SEI/Microsoft July 2007 - December 2009
Tectura Corporation May 2005 - February 2007
SEI/Microsoft July 2003 - April 2005
Dunbar Armored - Fargo Branch December 2000 - May 2003
Pepsi Cola Bottling of Fargo October 1990 - October 2000
Financial Strategies Group 1988 - 1990
Skills
Team Building, B2B, Budgeting, Contract Negotiation, Portfolio Management, New Business Development, Customer Relations, Sales Management, Account Management, Strategic Planning, Customer Service, Business Intelligence, Microsoft Office, Problem Solving, Team Management, ERP, Channel, Consultative Selling, Cloud Computing, Lead Generation, Microsoft Dynamics, Budgets, SaaS, Business Analysis, Salesforce.com, Sales, Team Leadership, Project Management, Selling, Training, CRM, Marketing, Solution Selling, Management, Sales Process, Recruiting, Direct Sales, Sales Operations, Partner Management, Cold Calling, Strategic Partnerships, Start-ups, Enterprise Software, Business Development
Education
Minnesota State University, Moorhead 1975 — 1978
Journalism
MSHS
MSHS
Pedigree Technologies January 2012 - Present
SEI/Microsoft December 2009 - July 2010
SEI/Microsoft July 2007 - December 2009
Tectura Corporation May 2005 - February 2007
SEI/Microsoft July 2003 - April 2005
Dunbar Armored - Fargo Branch December 2000 - May 2003
Pepsi Cola Bottling of Fargo October 1990 - October 2000
Financial Strategies Group 1988 - 1990
Skills
Team Building, B2B, Budgeting, Contract Negotiation, Portfolio Management, New Business Development, Customer Relations, Sales Management, Account Management, Strategic Planning, Customer Service, Business Intelligence, Microsoft Office, Problem Solving, Team Management, ERP, Channel, Consultative Selling, Cloud Computing, Lead Generation, Microsoft Dynamics, Budgets, SaaS, Business Analysis, Salesforce.com, Sales, Team Leadership, Project Management, Selling, Training, CRM, Marketing, Solution Selling, Management, Sales Process, Recruiting, Direct Sales, Sales Operations, Partner Management, Cold Calling, Strategic Partnerships, Start-ups, Enterprise Software, Business Development
Education
Minnesota State University, Moorhead 1975 — 1978
Journalism
MSHS
MSHS
Janet Mott's Financial Strategies Group Experience November 2004 - Present
Job at
Industry Financial Services
Experience
Big Snout Speaks Out January 2009 - Present
Financial Strategies Group November 2004 - Present
First National Bank of Omaha May 1983 - October 2004
Skills
Banking, Customer Service, Credit
Education
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science (B.S.), Animal Sciences
Big Snout Speaks Out January 2009 - Present
Financial Strategies Group November 2004 - Present
First National Bank of Omaha May 1983 - October 2004
Skills
Banking, Customer Service, Credit
Education
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science (B.S.), Animal Sciences
Wendy (Potenberg) Hart, JD, CFP®, MBA's Financial Strategies Group Experience May 2013 - Present
Job Securities Enforcement Attorney, Financial Services Advisor, CERTIFIED FINANCIAL PLANNER™ Professional
Industry Law Practice
Experience
Financial Strategies Group May 2013 - Present
CFP Board of Standards November 2000 - Present
Georgia Office of Secretary of State, Securities Division September 2013 - February 2014
Seyfarth Shaw September 2012 - March 2013
Baker Donelson September 2011 - August 2012
Morgan Lewis January 2011 - September 2011
Schiff Hardin LLP March 2005 - August 2010
US Securities and Exchange Commission January 2004 - December 2004
AXA Client Solutions February 2000 - August 2003
Banc One Securities Corp. July 1999 - February 2000
Skills
Investments, Corporate Law, Mergers & Acquisitions, Retirement, Arbitration, Corporate Governance, Due Diligence, Legal Writing, Mutual Funds, Insurance, Securities, Litigation, Securities Regulation, Mediation, Legal Research, Retirement Planning, Mergers, Employment Law, Civil Litigation, 401k, Estate Planning, Intellectual Property, Licensing, Wealth Management, Financial Services, Bankruptcy, Public Speaking, Series 7, Commercial Litigation, Appeals, Nonprofits, Trusts, Trials, Dispute Resolution, Insurance Law, Class Actions, Litigation Support, Wills, Westlaw, Finance, Financial Planning
Education
Georgia State University College of Law 2001 — 2004
JD
The University of Dallas 1992 — 1994
MBA, Financial Planning Services
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Business Administration
Downers Grove North 1983 — 1987
Diploma
Financial Strategies Group May 2013 - Present
CFP Board of Standards November 2000 - Present
Georgia Office of Secretary of State, Securities Division September 2013 - February 2014
Seyfarth Shaw September 2012 - March 2013
Baker Donelson September 2011 - August 2012
Morgan Lewis January 2011 - September 2011
Schiff Hardin LLP March 2005 - August 2010
US Securities and Exchange Commission January 2004 - December 2004
AXA Client Solutions February 2000 - August 2003
Banc One Securities Corp. July 1999 - February 2000
Skills
Investments, Corporate Law, Mergers & Acquisitions, Retirement, Arbitration, Corporate Governance, Due Diligence, Legal Writing, Mutual Funds, Insurance, Securities, Litigation, Securities Regulation, Mediation, Legal Research, Retirement Planning, Mergers, Employment Law, Civil Litigation, 401k, Estate Planning, Intellectual Property, Licensing, Wealth Management, Financial Services, Bankruptcy, Public Speaking, Series 7, Commercial Litigation, Appeals, Nonprofits, Trusts, Trials, Dispute Resolution, Insurance Law, Class Actions, Litigation Support, Wills, Westlaw, Finance, Financial Planning
Education
Georgia State University College of Law 2001 — 2004
JD
The University of Dallas 1992 — 1994
MBA, Financial Planning Services
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Business Administration
Downers Grove North 1983 — 1987
Diploma
Rick Friedman's Financial Strategies Group Experience January 1995 - December 2000
Job President and CEO, Anilix, Inc
Industry Computer Software
Experience
Anilix, Inc January 2001 - Present
Financial Strategies Group January 1995 - December 2000
Coopers & Lybrand August 1990 - May 1994
Skills
Strategy Development, Telecommunications, Start-ups, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Competitive Analysis, Cross-functional Team..., Management Consulting, Strategy, Enterprise Software, Executive Management, Go-to-market Strategy, Management, Marketing Strategy, Mergers, Product Management, SaaS, Strategic Partnerships, Venture Capital
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Finance
Cornell University 1982 — 1986
AB, English
Gilman 1970 — 1982
Anilix, Inc January 2001 - Present
Financial Strategies Group January 1995 - December 2000
Coopers & Lybrand August 1990 - May 1994
Skills
Strategy Development, Telecommunications, Start-ups, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Competitive Analysis, Cross-functional Team..., Management Consulting, Strategy, Enterprise Software, Executive Management, Go-to-market Strategy, Management, Marketing Strategy, Mergers, Product Management, SaaS, Strategic Partnerships, Venture Capital
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Finance
Cornell University 1982 — 1986
AB, English
Gilman 1970 — 1982
Amy Womack's Financial Strategies Group Experience October 2003 - December 2004
Job Branch Operations Manager at Arthur J. Gallagher & Co.
Industry Human Resources
Experience
Arthur J. Gallagher & Co. March 2015 - Present
Gallagher Benefit Services February 2007 - February 2015
Brian Carden and Securities America January 2006 - February 2007
Middle Tennessee State University August 2005 - May 2006
Lipscomb University January 2005 - May 2005
Financial Strategies Group October 2003 - December 2004
Skills
Human Resources, Marketing, Management, Event Planning
Education
Middle Tennessee State University 2005 — 2006
Master of Business Education
Lipscomb University 2001 — 2005
Lipscomb University 2001 — 2005
Arthur J. Gallagher & Co. March 2015 - Present
Gallagher Benefit Services February 2007 - February 2015
Brian Carden and Securities America January 2006 - February 2007
Middle Tennessee State University August 2005 - May 2006
Lipscomb University January 2005 - May 2005
Financial Strategies Group October 2003 - December 2004
Skills
Human Resources, Marketing, Management, Event Planning
Education
Middle Tennessee State University 2005 — 2006
Master of Business Education
Lipscomb University 2001 — 2005
Lipscomb University 2001 — 2005
Janet Mott's Financial Strategies Group Experience November 2004 - Present
Job Client Service Administrator at Financial Strategies Group
Industry Financial Services
Experience
Financial Strategies Group November 2004 - Present
First National Bank of Omaha May 1982 - November 2003
First National Bank of Omaha 1982 - 2003
Skills
Loans, Banking, Credit, Retail Banking, Investments, Wealth Management, Mutual Funds, Insurance, Financial Analysis, Consumer Lending, Refinance
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Agriculture
Valley High School 1974 — 1978
general
Financial Strategies Group November 2004 - Present
First National Bank of Omaha May 1982 - November 2003
First National Bank of Omaha 1982 - 2003
Skills
Loans, Banking, Credit, Retail Banking, Investments, Wealth Management, Mutual Funds, Insurance, Financial Analysis, Consumer Lending, Refinance
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Agriculture
Valley High School 1974 — 1978
general
Jim Huddleston's Financial Strategies Group Experience November 1998 - September 2004
Job OSP Consultant
Industry Telecommunications
Experience
Level 3 Communications September 2013 - January 2015
Level 3 Communications November 2010 - September 2013
Charter Communications February 2009 - November 2010
Charter Communications October 2005 - February 2009
Financial Strategies Group November 1998 - September 2004
Pacific Bell April 1982 - November 1998
Skills
Telecommunications, VoIP, Wireless, Broadband, Network Design, IP, Ethernet, MPLS, Fiber Optics, Optical Fiber, Telephony, Integration, Managed Services, Networking, Project Management, Strategy, Program Management
Education
Golden Gate University
Masters, Telecommunications Management
Level 3 Communications September 2013 - January 2015
Level 3 Communications November 2010 - September 2013
Charter Communications February 2009 - November 2010
Charter Communications October 2005 - February 2009
Financial Strategies Group November 1998 - September 2004
Pacific Bell April 1982 - November 1998
Skills
Telecommunications, VoIP, Wireless, Broadband, Network Design, IP, Ethernet, MPLS, Fiber Optics, Optical Fiber, Telephony, Integration, Managed Services, Networking, Project Management, Strategy, Program Management
Education
Golden Gate University
Masters, Telecommunications Management
Jennifer Lutrick, AAMS's Financial Strategies Group Experience February 2007 - Present
Job Financial Advisor at Finacial Strategies Group, LLC An Independent Firm
Industry Financial Services
Experience
Financial Strategies Group, LLC October 2011 - Present
Financial Strategies Group February 2007 - Present
Skills
Accredited Asset..., Securities, FINRA, Finance, Marketing, Social Media, Event Management, Retirement Planning, Series 7, Investment Advisory, Strategic Financial..., Uniform Combined State..., Estate Planning
Education
University of Alabama in Huntsville 2001 — 2006
Sociology
Judson College 1997 — 2000
undergrad
Financial Strategies Group, LLC October 2011 - Present
Financial Strategies Group February 2007 - Present
Skills
Accredited Asset..., Securities, FINRA, Finance, Marketing, Social Media, Event Management, Retirement Planning, Series 7, Investment Advisory, Strategic Financial..., Uniform Combined State..., Estate Planning
Education
University of Alabama in Huntsville 2001 — 2006
Sociology
Judson College 1997 — 2000
undergrad
Kate (Moser) Clark's Financial Strategies Group Experience
Job
Industry Financial Services
Experience
Financial Strategies Group
Skills
Microsoft Office
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor's degree, Sociology and Anthropology
Financial Strategies Group
Skills
Microsoft Office
Education
University of North Carolina at Greensboro 2005 — 2009
Bachelor's degree, Sociology and Anthropology
Anna Welch's Financial Strategies Group Experience August 2015 - Present
Job Student Researcher in Agriculture Economics
Industry Research
Experience
Financial Strategies Group August 2015 - Present
University of Wisconsin-River Falls August 2015 - Present
UWRF Lab Farm 1 August 2015 - Present
Lake View Equine Vet Clinic September 2014 - Present
Caribou Coffee September 2013 - Present
Skills
Customer Service, Training, Time Management, Team Building, Sales, Leadership, Animal Care
Education
University of Wisconsin-River Falls 2014 — 2018
Bachelor of Science (B.S.), Animal Sciences
Rochester Community and Technical College 2013 — 2014
Financial Strategies Group August 2015 - Present
University of Wisconsin-River Falls August 2015 - Present
UWRF Lab Farm 1 August 2015 - Present
Lake View Equine Vet Clinic September 2014 - Present
Caribou Coffee September 2013 - Present
Skills
Customer Service, Training, Time Management, Team Building, Sales, Leadership, Animal Care
Education
University of Wisconsin-River Falls 2014 — 2018
Bachelor of Science (B.S.), Animal Sciences
Rochester Community and Technical College 2013 — 2014