HD Vest Financial Services
Industry: Financial services company
DescriptionHD Vest, Inc. is an American financial services firm, which offers tax and other financial planning consultations to its customers. Founded in 1983 as "HD Vest Investment Securities, Inc.", the company now operates under the name "HD Vest Financial Services". Headquarters: Irving, TX CEO: Todd Mackay AUM: US$ $37 billion (2015) Parent organization: Blucora Founder: Herb D. Vest Founded: 1983
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HD Vest Financial Services Employees
Employee
Years
Job
Industry
Tim Knight, ChFC, CRPC, CFS Tim Knight, ChFC, CRPC, CFS's HD Vest Financial Services Experience 1997 - 2004
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Nationwide Financial December 2013 - Present
Allianz Life May 2010 - November 2013
First Command Financial Planning September 2009 - May 2010
Transamerica Capital February 2006 - May 2009
Guardian Life Insurance May 2005 - February 2006
Federated Investors January 2004 - May 2005
H.D. Vest Financial Services 1997 - 2004
Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training
Education
University of North Texas 1989 — 1993
BS, Psychology
Arun Vijayraghavan Arun Vijayraghavan's HD Vest Financial Services Experience September 2005 - December 2005
Job Architect
Industry Computer Software
Experience
Tekzenit - Ambit Energy June 2011 - Present
Clark Consulting June 2006 - June 2011
Carlson Restaurants Worldwide January 2006 - June 2006
H.D. Vest Financial Services September 2005 - December 2005
Computer Solutions July 2005 - September 2005
Satyam Computers 2004 - 2005
J&B Software 2003 - 2004
Fingertip Technologies December 2001 - May 2003
Insoft August 2000 - October 2001
Skills
RDBMS, Web Technologies, MSMQ, SDLC, Microsoft SQL Server, SOA, Requirements Analysis, Software Development, Agile Methodologies, .NET, ASP.NET, C#, XML, Node.js, MongoDB
Education
University of Allahabad 2002 — 2004
Masters, Information Technology
University of Madras 1998 — 2000
Masters, Physics
University of Madras 1995 — 1998
B.Sc, Physics
ST.Marys Matric School 1990 — 1995
Mount carmel Akola
Tekzenit - Ambit Energy June 2011 - Present
Clark Consulting June 2006 - June 2011
Carlson Restaurants Worldwide January 2006 - June 2006
H.D. Vest Financial Services September 2005 - December 2005
Computer Solutions July 2005 - September 2005
Satyam Computers 2004 - 2005
J&B Software 2003 - 2004
Fingertip Technologies December 2001 - May 2003
Insoft August 2000 - October 2001
Skills
RDBMS, Web Technologies, MSMQ, SDLC, Microsoft SQL Server, SOA, Requirements Analysis, Software Development, Agile Methodologies, .NET, ASP.NET, C#, XML, Node.js, MongoDB
Education
University of Allahabad 2002 — 2004
Masters, Information Technology
University of Madras 1998 — 2000
Masters, Physics
University of Madras 1995 — 1998
B.Sc, Physics
ST.Marys Matric School 1990 — 1995
Mount carmel Akola
Michelle Sedas Michelle Sedas's HD Vest Financial Services Experience May 2000 - May 2001
Job Project Manager
Industry Marketing and Advertising
Experience
Facile Studios August 2014 - Present
Running Moms Rock October 2009 - Present
Michelle Sedas 2006 - Present
Domainate, Inc February 2014 - August 2014
Walk The Talk Company February 2003 - July 2013
H.D. Vest Financial Services May 2000 - May 2001
Skills
Web Development, Social Media, Public Relations, Web Design, User Experience, Project Management, Books, Interviews, Wordpress, WordPress, Photoshop, Blogging, Product Development, Public Speaking, HTML, Management, Writing, Social Media Marketing, E-commerce, Social Networking, Entrepreneurship, Business Development, Facebook, Online Marketing, Event Management, Copywriting, Email Marketing, Graphic Design, Digital Marketing, SEO, Content Management, Publishing, Newsletters, Creative Writing, Online Advertising, Content Strategy, Content Development, Fitness Consulting, Web Content, Copy Editing
Education
Texas A&M University 1995 — 1999
BBA Finance, Finance, General
Facile Studios August 2014 - Present
Running Moms Rock October 2009 - Present
Michelle Sedas 2006 - Present
Domainate, Inc February 2014 - August 2014
Walk The Talk Company February 2003 - July 2013
H.D. Vest Financial Services May 2000 - May 2001
Skills
Web Development, Social Media, Public Relations, Web Design, User Experience, Project Management, Books, Interviews, Wordpress, WordPress, Photoshop, Blogging, Product Development, Public Speaking, HTML, Management, Writing, Social Media Marketing, E-commerce, Social Networking, Entrepreneurship, Business Development, Facebook, Online Marketing, Event Management, Copywriting, Email Marketing, Graphic Design, Digital Marketing, SEO, Content Management, Publishing, Newsletters, Creative Writing, Online Advertising, Content Strategy, Content Development, Fitness Consulting, Web Content, Copy Editing
Education
Texas A&M University 1995 — 1999
BBA Finance, Finance, General
Blake Getzendanner Blake Getzendanner's HD Vest Financial Services Experience April 2014 - Present
Job Infrastructure Admin at H.D. Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services April 2014 - Present
H.D. Vest Financial Services June 2007 - April 2014
Skills
Windows Server, SCCM, VMware, EMC SAN Administration, EMC Storage, Nimble, Desktop Application..., VMware ESX, Help Desk Support, Active Directory, SharePoint, Helping Clients Succeed, Hands-on Problem Solver, Remote Troubleshooting, Linux, Microsoft Technologies, Desktop Imaging, Change Management, HTML 5, JavaScript, CSS, Visio, Software Documentation, Windows, Operating Systems, Symantec Endpoint..., SQL, Dell Computers, User Acceptance Testing, Kaspersky Antivirus, Avaya Technologies, RightFax, Cisco Technologies, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Securities, Microsoft SQL Server, Disaster Recovery
Education
University of North Texas 2001 — 2005
Bachelor of Science (BS), Computer Science
Western Governors University 2013 — 2014
Information Technology, Security
Nicholls State University 2000 — 2001
Bachelor of Science (BS), Computer Science
HD Vest Financial Services April 2014 - Present
H.D. Vest Financial Services June 2007 - April 2014
Skills
Windows Server, SCCM, VMware, EMC SAN Administration, EMC Storage, Nimble, Desktop Application..., VMware ESX, Help Desk Support, Active Directory, SharePoint, Helping Clients Succeed, Hands-on Problem Solver, Remote Troubleshooting, Linux, Microsoft Technologies, Desktop Imaging, Change Management, HTML 5, JavaScript, CSS, Visio, Software Documentation, Windows, Operating Systems, Symantec Endpoint..., SQL, Dell Computers, User Acceptance Testing, Kaspersky Antivirus, Avaya Technologies, RightFax, Cisco Technologies, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Securities, Microsoft SQL Server, Disaster Recovery
Education
University of North Texas 2001 — 2005
Bachelor of Science (BS), Computer Science
Western Governors University 2013 — 2014
Information Technology, Security
Nicholls State University 2000 — 2001
Bachelor of Science (BS), Computer Science
Joshua Jasien, CFP®, CFS®, CAS®, CIS™ Joshua Jasien, CFP®, CFS®, CAS®, CIS™'s HD Vest Financial Services Experience February 2008 - December 2011
Job Vice President Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Jackson National Life January 2012 - April 2015
H.D. Vest Financial Services February 2008 - December 2011
Skills
Wholesaling, Series 7, Series 63, Series 24, Annuities, Public Speaking, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Financial Services, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Insurance, Investments, Alternative Investments, Strategic Planning, Securities, Financial Analysis, Asset Management, Portfolio Management, Equities, Certified Financial..., Coaching, 401k, Banking, Finance, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Uniform Combined State..., Variable Annuities, Wealth, Wholesale, Financial Planning, Wholesale Sales
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Economics, Business
Merrill Lynch April 2015 - Present
Jackson National Life January 2012 - April 2015
H.D. Vest Financial Services February 2008 - December 2011
Skills
Wholesaling, Series 7, Series 63, Series 24, Annuities, Public Speaking, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Financial Services, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Insurance, Investments, Alternative Investments, Strategic Planning, Securities, Financial Analysis, Asset Management, Portfolio Management, Equities, Certified Financial..., Coaching, 401k, Banking, Finance, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Uniform Combined State..., Variable Annuities, Wealth, Wholesale, Financial Planning, Wholesale Sales
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Economics, Business
Ramon Aguirre's HD Vest Financial Services Experience January 2013 - February 2014
Job BBVA Compass Bank
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
Katha Sokoll Katha Sokoll's HD Vest Financial Services Experience November 1994 - June 1997
Job HR Senior Advisor Employee Relations at AMD
Industry Human Resources
Experience
AMD May 2015 - Present
Austin Energy April 2014 - April 2015
Ovivo July 2013 - March 2014
Whole Foods Market September 2011 - March 2013
PricewaterhouseCoopers October 2002 - May 2007
PricewaterhouseCoopers April 1999 - May 2007
PricewaterhouseCoopers April 1999 - September 2002
Mortgage Portfolio Services, Inc. July 1997 - March 1999
H.D. Vest Financial Services November 1994 - June 1997
Skills
Employee Relations, Human Resources, Employee Benefits, Onboarding, Policy, HR Policies, Benefits Administration, Employee Training, Internal Investigations, New Hire Orientations, Coaching, Conflict Resolution, Training, HR Project Management
Education
Texas A&M University
B.A., Political Science
AMD May 2015 - Present
Austin Energy April 2014 - April 2015
Ovivo July 2013 - March 2014
Whole Foods Market September 2011 - March 2013
PricewaterhouseCoopers October 2002 - May 2007
PricewaterhouseCoopers April 1999 - May 2007
PricewaterhouseCoopers April 1999 - September 2002
Mortgage Portfolio Services, Inc. July 1997 - March 1999
H.D. Vest Financial Services November 1994 - June 1997
Skills
Employee Relations, Human Resources, Employee Benefits, Onboarding, Policy, HR Policies, Benefits Administration, Employee Training, Internal Investigations, New Hire Orientations, Coaching, Conflict Resolution, Training, HR Project Management
Education
Texas A&M University
B.A., Political Science
Jemea N. Douglas Jemea N. Douglas's HD Vest Financial Services Experience December 1994 - December 1997
Job Senior Business Systems Analyst at Elavon/U.S. Bank
Industry Financial Services
Experience
Elavon July 2008 - Present
Raymond James Financial May 2004 - June 2008
Southwest Securities October 2000 - April 2004
Newbridge Information Services December 1997 - October 2000
H.D. Vest Financial Services December 1994 - December 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Process Improvement, Relationship Management, Banking, SDLC, Electronic Payments, Functional Requirements, Business Process Design, Analysis, Business Process, Vendor Management
Education
University of Florida 1988 — 1992
B.Sc., Economics
Elavon July 2008 - Present
Raymond James Financial May 2004 - June 2008
Southwest Securities October 2000 - April 2004
Newbridge Information Services December 1997 - October 2000
H.D. Vest Financial Services December 1994 - December 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Process Improvement, Relationship Management, Banking, SDLC, Electronic Payments, Functional Requirements, Business Process Design, Analysis, Business Process, Vendor Management
Education
University of Florida 1988 — 1992
B.Sc., Economics
Philip Floyd's HD Vest Financial Services Experience 2000 - 2006
Job Senior Managing Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors January 2014 - Present
Smith Anglin Financial March 2006 - December 2013
H.D. Vest Financial Services 2000 - 2006
US Army October 1990 - October 1994
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Plano Senior High School
BKD Wealth Advisors January 2014 - Present
Smith Anglin Financial March 2006 - December 2013
H.D. Vest Financial Services 2000 - 2006
US Army October 1990 - October 1994
Education
University of North Texas 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Plano Senior High School
Susanne Moreland's HD Vest Financial Services Experience March 2010 - February 2011
Job Instructional Designer, Training and Communications Consultant
Industry Information Technology and Services
Experience
TIAA-CREF May 2015 - Present
TSP May 2013 - March 2014
TSP July 2012 - March 2014
Dallas Airmotive October 2011 - April 2012
H.D. Vest Financial Services March 2010 - February 2011
1st Global August 2007 - March 2010
1st Global August 2007 - February 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments 1997 - 2007
Fidelity Investments July 2003 - March 2006
Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training
Education
Texas Tech University 1984 — 1990
Music Education
Texas Tech University 1984 — 1990
Bachelor of Arts, Music
TIAA-CREF May 2015 - Present
TSP May 2013 - March 2014
TSP July 2012 - March 2014
Dallas Airmotive October 2011 - April 2012
H.D. Vest Financial Services March 2010 - February 2011
1st Global August 2007 - March 2010
1st Global August 2007 - February 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments 1997 - 2007
Fidelity Investments July 2003 - March 2006
Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training
Education
Texas Tech University 1984 — 1990
Music Education
Texas Tech University 1984 — 1990
Bachelor of Arts, Music
Rett Dean Rett Dean's HD Vest Financial Services Experience June 2004 - March 2011
Job Partner at Kelleher Dean Tax Advisors, LLC
Industry Financial Services
Experience
Riverchase Financial Planning, LLC March 2011 - Present
Kelleher Dean Tax Advisors, LLC January 2012 - Present
H.D. Vest Financial Services June 2004 - March 2011
Quest Capital Management March 2000 - May 2004
H.D. Vest Financial Services March 1997 - October 1999
Skills
Wealth Management, Financial Advisory, Tax, Small Business, Financial Planners, Wealth, Investment Management, Tax Preparation, Personal Finance, Certified Financial..., Sales, Tax Advisory
Education
Texas A&M University 1993 — 1995
BBA, Finance
Texas Tech University 1991 — 1993
Mechanical Engineering
Riverchase Financial Planning, LLC March 2011 - Present
Kelleher Dean Tax Advisors, LLC January 2012 - Present
H.D. Vest Financial Services June 2004 - March 2011
Quest Capital Management March 2000 - May 2004
H.D. Vest Financial Services March 1997 - October 1999
Skills
Wealth Management, Financial Advisory, Tax, Small Business, Financial Planners, Wealth, Investment Management, Tax Preparation, Personal Finance, Certified Financial..., Sales, Tax Advisory
Education
Texas A&M University 1993 — 1995
BBA, Finance
Texas Tech University 1991 — 1993
Mechanical Engineering
Alicia Brown Alicia Brown's HD Vest Financial Services Experience 2010 - September 2013
Job Woman in Technology, Data Analyst
Industry Information Technology and Services
Experience
Socrata January 2015 - Present
H.D. Vest Financial Services 2010 - September 2013
Wells Fargo, Wells Fargo Advisors 2007 - 2010
Wells Fargo 2001 - 2007
HD Vest Financial Services 2000 - 2001
The Home Depot 1997 - 1999
Calloway's Nursery 1994 - 1996
Skills
Microsoft Power Query, Microsoft Excel Pivot..., Tableau, DAX, SQL, Tableau Public, Python, Microsoft Excel Power..., R, R Studio, T-SQL, Microsoft SQL Server, Data Visualization, Microsoft Excel, Excel VBA, Agile Methodologies, Agile Project Management, Requirements Analysis, SharePoint, XML, Scrum, JavaScript, Enterprise Architecture, Requirements Gathering, Visio, ASP, Map Reduce, Vendor Management, Cloud Computing, Amazon Web Services..., SDLC, TFS, Test Driven Development, Bootstrap, Github, PowerPoint, Ruby on Rails, C#, Kanban, Wikis, Google Books API, VBScript, Microsoft Team..., Microsoft Project, Microsoft PowerPoint, Pair Programming, Lean
Education
TCU - Neeley School of Business 1997 — 2000
MBA, Business
UW Professional & Continuing Education 2014 — 2015
Certificate, Business Intelligence - Techniques for Decision Making
The Johns Hopkins University 2014 — 2014
Data Science Specialization - Verified Certificate
Texas A&M University 1989 — 1993
BA, Cultural Anthropology
Socrata January 2015 - Present
H.D. Vest Financial Services 2010 - September 2013
Wells Fargo, Wells Fargo Advisors 2007 - 2010
Wells Fargo 2001 - 2007
HD Vest Financial Services 2000 - 2001
The Home Depot 1997 - 1999
Calloway's Nursery 1994 - 1996
Skills
Microsoft Power Query, Microsoft Excel Pivot..., Tableau, DAX, SQL, Tableau Public, Python, Microsoft Excel Power..., R, R Studio, T-SQL, Microsoft SQL Server, Data Visualization, Microsoft Excel, Excel VBA, Agile Methodologies, Agile Project Management, Requirements Analysis, SharePoint, XML, Scrum, JavaScript, Enterprise Architecture, Requirements Gathering, Visio, ASP, Map Reduce, Vendor Management, Cloud Computing, Amazon Web Services..., SDLC, TFS, Test Driven Development, Bootstrap, Github, PowerPoint, Ruby on Rails, C#, Kanban, Wikis, Google Books API, VBScript, Microsoft Team..., Microsoft Project, Microsoft PowerPoint, Pair Programming, Lean
Education
TCU - Neeley School of Business 1997 — 2000
MBA, Business
UW Professional & Continuing Education 2014 — 2015
Certificate, Business Intelligence - Techniques for Decision Making
The Johns Hopkins University 2014 — 2014
Data Science Specialization - Verified Certificate
Texas A&M University 1989 — 1993
BA, Cultural Anthropology
Cassandra Little Cassandra Little's HD Vest Financial Services Experience October 2011 - April 2014
Job Business Services Team at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2014 - Present
H.D. Vest Financial Services October 2011 - April 2014
HD Vest Financial Services May 2010 - September 2011
Wells Fargo February 2007 - May 2010
Skills
Management, Customer Service, Financial Services, Accounting, Small Business, Microsoft Office, Financial Planning, Marketing Strategy, Microsoft Word, Strategic Planning, Banking, Series 7, Investments, Wealth Management, Mutual Funds, Credit, Strategic Financial..., Loans, Series 63, Portfolio Management
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
The University of Texas at Arlington 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Boston Consulting Group 2014 - Present
H.D. Vest Financial Services October 2011 - April 2014
HD Vest Financial Services May 2010 - September 2011
Wells Fargo February 2007 - May 2010
Skills
Management, Customer Service, Financial Services, Accounting, Small Business, Microsoft Office, Financial Planning, Marketing Strategy, Microsoft Word, Strategic Planning, Banking, Series 7, Investments, Wealth Management, Mutual Funds, Credit, Strategic Financial..., Loans, Series 63, Portfolio Management
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
The University of Texas at Arlington 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Darryn Pope, CFP®, CFS's HD Vest Financial Services Experience August 1989 - October 1997
Job ✔ Chief Training Officer, Level Four Group ✔ Head Coach, CPA2Connect
Industry Financial Services
Experience
CPA2Connect September 2002 - Present
Level Four Group September 2002 - Present
LPL Financial November 2012 - Present
Lincoln Financial Securities Corp. (member SIPC) November 2007 - November 2012
GE Financial Services - Terra IAN October 1998 - February 2001
GE Investments October 1997 - October 1998
H.D. Vest Financial Services August 1989 - October 1997
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration, Marketing and Management
CPA2Connect September 2002 - Present
Level Four Group September 2002 - Present
LPL Financial November 2012 - Present
Lincoln Financial Securities Corp. (member SIPC) November 2007 - November 2012
GE Financial Services - Terra IAN October 1998 - February 2001
GE Investments October 1997 - October 1998
H.D. Vest Financial Services August 1989 - October 1997
Education
Texas A&M University 1985 — 1989
Bachelor of Business Administration, Marketing and Management
Scott Fowler Scott Fowler's HD Vest Financial Services Experience 1998 - 2001
Job Partner & CFO at RGM Advisors, LLC
Industry Banking
Experience
RGM Advisors, LLC December 2010 - Present
Sheshunoff Consulting + Solutions November 2005 - December 2010
True.com 2002 - 2005
Grant Thornton 2001 - 2002
H.D. Vest Financial Services 1998 - 2001
Arthur Andersen 1992 - 1997
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Risk, Accounting, Risk Management, Banking, Mergers, Internal Controls, Forecasting, Fixed Assets, Equities, Cash Flow, Leadership, Auditing, Internal Audit, Broker-Dealer, Financial Operations
Education
University of Oklahoma 1988 — 1991
Bachelor of Arts (BA), Accounting
RGM Advisors, LLC December 2010 - Present
Sheshunoff Consulting + Solutions November 2005 - December 2010
True.com 2002 - 2005
Grant Thornton 2001 - 2002
H.D. Vest Financial Services 1998 - 2001
Arthur Andersen 1992 - 1997
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Risk, Accounting, Risk Management, Banking, Mergers, Internal Controls, Forecasting, Fixed Assets, Equities, Cash Flow, Leadership, Auditing, Internal Audit, Broker-Dealer, Financial Operations
Education
University of Oklahoma 1988 — 1991
Bachelor of Arts (BA), Accounting
Ellen Billings Ellen Billings's HD Vest Financial Services Experience April 1996 - August 1997
Job Controller North America at GM Financial/AmeriCredit
Industry Financial Services
Experience
GM Financial/AmeriCredit November 2012 - Present
Lone Star Investment Advisors, LLC February 2010 - November 2012
Commerce Street Capital, LLC January 2005 - February 2010
California Federal Bank August 2000 - January 2005
Liberte Investors Inc. 2001 - 2003
Auto One Acceptance Corporation August 1997 - August 2000
H.D. Vest Financial Services April 1996 - August 1997
First Nationwide Bank February 1992 - April 1996
First Gibraltar Bank December 1989 - February 1992
Skills
Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Finance, Valuation, Financial Reporting, Essbase, Investments, Capital
Education
Stephen F. Austin State University 1986 — 1989
Bachelor of Business Administration (BBA), Accounting
GM Financial/AmeriCredit November 2012 - Present
Lone Star Investment Advisors, LLC February 2010 - November 2012
Commerce Street Capital, LLC January 2005 - February 2010
California Federal Bank August 2000 - January 2005
Liberte Investors Inc. 2001 - 2003
Auto One Acceptance Corporation August 1997 - August 2000
H.D. Vest Financial Services April 1996 - August 1997
First Nationwide Bank February 1992 - April 1996
First Gibraltar Bank December 1989 - February 1992
Skills
Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Finance, Valuation, Financial Reporting, Essbase, Investments, Capital
Education
Stephen F. Austin State University 1986 — 1989
Bachelor of Business Administration (BBA), Accounting
Tom Springer, CFP®, CFS Tom Springer, CFP®, CFS's HD Vest Financial Services Experience December 2000 - Present
Job Wealth Managment Consultant at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services December 2000 - Present
Skills
Series 7, Retirement, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, 401k, Financial Advisory, Investment Advisory, Strategic Financial..., Estate Planning, Securities, Uniform Combined State...
Education
The University of Texas at Arlington - College of Business 1997 — 2000
BBS, Marketing
H.D. Vest Financial Services December 2000 - Present
Skills
Series 7, Retirement, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, 401k, Financial Advisory, Investment Advisory, Strategic Financial..., Estate Planning, Securities, Uniform Combined State...
Education
The University of Texas at Arlington - College of Business 1997 — 2000
BBS, Marketing
Benjamin M. Bloom, MBA, LUTCF, CLTC's HD Vest Financial Services Experience February 2012 - Present
Job Independent Advisor
Industry Financial Services
Experience
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
Mike Mills, CFP®, CLU®, CFS Mike Mills, CFP®, CLU®, CFS's HD Vest Financial Services Experience March 1998 - May 1999
Job President, Mike Mills Wealth Management, LLC
Industry Investment Management
Experience
Mike Mills Wealth Management, LLC June 1999 - Present
H.D. Vest Financial Services March 1998 - May 1999
Raytheon February 1997 - 1998
USAF May 1995 - March 1996
Skills
Investments, Asset Managment, Strategic Financial..., Wealth Management, Insurance, Asset Allocation, Portfolio Management, Private Equity, Retirement Planning, Real Estate, Mutual Funds, Risk Management, Financial Modeling, Creating and Executing...
Education
United States Air Force Academy 1990 — 1995
BS
DeSoto high school
Mike Mills Wealth Management, LLC June 1999 - Present
H.D. Vest Financial Services March 1998 - May 1999
Raytheon February 1997 - 1998
USAF May 1995 - March 1996
Skills
Investments, Asset Managment, Strategic Financial..., Wealth Management, Insurance, Asset Allocation, Portfolio Management, Private Equity, Retirement Planning, Real Estate, Mutual Funds, Risk Management, Financial Modeling, Creating and Executing...
Education
United States Air Force Academy 1990 — 1995
BS
DeSoto high school
Joy D. Kirsch, CFP's HD Vest Financial Services Experience 1986 - 1990
Job Principal, Kirsch & Associates
Industry Financial Services
Experience
The Widows Journey October 2011 - Present
Kirsch & Associates April 1990 - Present
H.D. Vest Financial Services 1986 - 1990
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Transition Planning, Widows, Divorce, Finance, Retirement, Retirement Plan..., Qualified Retirement..., Wealth Management, Wealth Management...
Education
The University of Dallas
The Widows Journey October 2011 - Present
Kirsch & Associates April 1990 - Present
H.D. Vest Financial Services 1986 - 1990
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Transition Planning, Widows, Divorce, Finance, Retirement, Retirement Plan..., Qualified Retirement..., Wealth Management, Wealth Management...
Education
The University of Dallas
Christy Petty, CTP's HD Vest Financial Services Experience 2000 - 2001
Job Assistant Treasurer at Panda Power Funds
Industry Oil & Energy
Experience
Panda Power Funds July 2014 - Present
Omni Hotels August 2011 - June 2014
Omni Hotels February 2006 - August 2011
Centex Home Equity 2001 - 2006
H.D. Vest Financial Services 2000 - 2001
Bank of America 1998 - 2000
Skills
Cash Management, Finance, Banking, Management, Strategic Planning, Team Leadership, Microsoft Excel, Electronic Funds..., Staff Development, Treasury Management, Risk Management, Forecasting, Budgets, Cash Flow
Education
Texas A&M University - Mays Business School
BBA, Finance
Panda Power Funds July 2014 - Present
Omni Hotels August 2011 - June 2014
Omni Hotels February 2006 - August 2011
Centex Home Equity 2001 - 2006
H.D. Vest Financial Services 2000 - 2001
Bank of America 1998 - 2000
Skills
Cash Management, Finance, Banking, Management, Strategic Planning, Team Leadership, Microsoft Excel, Electronic Funds..., Staff Development, Treasury Management, Risk Management, Forecasting, Budgets, Cash Flow
Education
Texas A&M University - Mays Business School
BBA, Finance
Jason Pierret, CeM's HD Vest Financial Services Experience May 2000 - May 2002
Job Director : Programmatic Advertising Sales at MultiView
Industry Online Media
Experience
MultiView January 2015 - Present
MultiView October 2013 - January 2015
MultiView May 2013 - April 2014
Multiview Inc.(MultiBriefs) January 2009 - May 2013
Structured Steel Design January 2008 - January 2010
McCollum and Associates August 2005 - December 2008
H.D. Vest Financial Services May 2000 - May 2002
Skills
Management, Advertising, Online Advertising, Account Management, Sales, Sales Process, Sales Management, Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Social Media, Microsoft Dynamics, B2B, Cold Calling, Customer Service, Salesforce.com, Selling, Online Marketing, Advertising Sales, Budgets, CRM, Social Media Marketing, Lead Generation, Digital Marketing, Leadership, Social Networking, Sales Operations, Direct Marketing, Strategic Partnerships, Sales Presentations, Direct Sales, Business Development, Customer Retention
Education
The University of Texas at Dallas 1998 — 2002
Business, Management
Jesuit College Preparatory School 1994 — 1998
MultiView January 2015 - Present
MultiView October 2013 - January 2015
MultiView May 2013 - April 2014
Multiview Inc.(MultiBriefs) January 2009 - May 2013
Structured Steel Design January 2008 - January 2010
McCollum and Associates August 2005 - December 2008
H.D. Vest Financial Services May 2000 - May 2002
Skills
Management, Advertising, Online Advertising, Account Management, Sales, Sales Process, Sales Management, Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Social Media, Microsoft Dynamics, B2B, Cold Calling, Customer Service, Salesforce.com, Selling, Online Marketing, Advertising Sales, Budgets, CRM, Social Media Marketing, Lead Generation, Digital Marketing, Leadership, Social Networking, Sales Operations, Direct Marketing, Strategic Partnerships, Sales Presentations, Direct Sales, Business Development, Customer Retention
Education
The University of Texas at Dallas 1998 — 2002
Business, Management
Jesuit College Preparatory School 1994 — 1998
Dennis Janak Dennis Janak's HD Vest Financial Services Experience April 2014 - Present
Job Help Desk Technician at HD Vest Financial Services
Industry Computer Software
Experience
HD Vest Financial Services April 2014 - Present
H.D. Vest Financial Services October 2000 - April 2014
Skills
Computer Hardware, Microsoft Office, Home Networking, HTML, Windows, Active Directory, Visio, JavaScript, Cisco Technologies, Technical Support, Operating Systems, Microsoft SQL Server, Windows Server, Hardware, OSI Model, TCP/IP protocols, Subnetting, Windows Server 2008, Web Design Technologies, XHTML, CSS, Network Administration
Education
Western Governors University 2012 — 2016
Bachelor of Science in Information Technology - Network Administration, Information Technology, Student
Southwest Texas State University 1995 — 1998
Computer Science/Music Education
Hallettsville High School 1991 — 1995
HD Vest Financial Services April 2014 - Present
H.D. Vest Financial Services October 2000 - April 2014
Skills
Computer Hardware, Microsoft Office, Home Networking, HTML, Windows, Active Directory, Visio, JavaScript, Cisco Technologies, Technical Support, Operating Systems, Microsoft SQL Server, Windows Server, Hardware, OSI Model, TCP/IP protocols, Subnetting, Windows Server 2008, Web Design Technologies, XHTML, CSS, Network Administration
Education
Western Governors University 2012 — 2016
Bachelor of Science in Information Technology - Network Administration, Information Technology, Student
Southwest Texas State University 1995 — 1998
Computer Science/Music Education
Hallettsville High School 1991 — 1995
Carl Dehne, CPA Carl Dehne, CPA's HD Vest Financial Services Experience 2007 - 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley Smith Barney February 2010 - February 2012
Breakthrough Management, Inc. ("BMI") 1991 - February 2010
H.D. Vest Financial Services 2007 - 2008
Talley Sign Company 1989 - 1991
Scott & Stringfellow, Inc. May 1984 - November 1989
Stonewall Gas Company (sold to Dominion Resources) 1981 - 1984
Education
University of Richmond 1975 — 1979
Bachelor's Degree
Emily Oldham, CFP® Emily Oldham, CFP®'s HD Vest Financial Services Experience January 2008 - Present
Job Insurance Specialist at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services January 2008 - Present
Edward Jones June 2006 - December 2007
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Agribusiness
H.D. Vest Financial Services January 2008 - Present
Edward Jones June 2006 - December 2007
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Agribusiness
Melisa McCaffrey Melisa McCaffrey's HD Vest Financial Services Experience December 2011 - November 2012
Job Principal Examiner FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2012 - Present
H.D. Vest Financial Services December 2011 - November 2012
New York Life Insurance Company September 2006 - November 2010
Advanced Planning Consultant March 2004 - September 2006
ING North American Life Insurance Corporation November 2000 - March 2004
Katz, Look and Moison July 1998 - October 1999
GOMEL & DAVIS, LLC, Attorneys June 1996 - July 1998
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Insurance, Series 24, Securities, Strategic Financial..., FINRA, Trusts, Financial Advisory, Series 7, Investment Advisory, Corporate Governance, Series 63, Wealth Management, Tax, Contract Negotiation, Management, Investment Advisers Act
Education
University of Denver College of Law 1995 — 1996
Master of Laws, Taxation
University of Arkansas School of Law, Fayetteville 1992 — 1995
JD
Financial Industry Regulatory Authority December 2012 - Present
H.D. Vest Financial Services December 2011 - November 2012
New York Life Insurance Company September 2006 - November 2010
Advanced Planning Consultant March 2004 - September 2006
ING North American Life Insurance Corporation November 2000 - March 2004
Katz, Look and Moison July 1998 - October 1999
GOMEL & DAVIS, LLC, Attorneys June 1996 - July 1998
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Insurance, Series 24, Securities, Strategic Financial..., FINRA, Trusts, Financial Advisory, Series 7, Investment Advisory, Corporate Governance, Series 63, Wealth Management, Tax, Contract Negotiation, Management, Investment Advisers Act
Education
University of Denver College of Law 1995 — 1996
Master of Laws, Taxation
University of Arkansas School of Law, Fayetteville 1992 — 1995
JD
J. David Hatcher J. David Hatcher's HD Vest Financial Services Experience August 2003 - Present
Job Senior Financial Advisor at HD Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services August 2003 - Present
HD Vest Financial Services August 2003 - Present
Wachovia Securities Financial Network December 1996 - August 2003
Wachovia Securities, LLC January 1996 - July 2003
Skills
Retirement Planning, Portfolio Management, Insurance, Pensions, Retirement, Financial Planning, Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Equities, Risk Management, Securities, 401k, Financial Advisory, Long Term Care, Investment Strategies, Bonds, Fixed Annuities, Finance, Long Term Care Insurance, Investment Advisory, IRAs, Uniform Combined State..., Series 7, Wealth Management..., Financial Planners, Series 63, Wealth, Strategic Financial..., 401k Rollovers, ETFs, High Net Worth..., Saving for Education, 529 Plans, Management
Education
University of South Carolina-Beaufort
West Virginia University
H.D. Vest Financial Services August 2003 - Present
HD Vest Financial Services August 2003 - Present
Wachovia Securities Financial Network December 1996 - August 2003
Wachovia Securities, LLC January 1996 - July 2003
Skills
Retirement Planning, Portfolio Management, Insurance, Pensions, Retirement, Financial Planning, Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Equities, Risk Management, Securities, 401k, Financial Advisory, Long Term Care, Investment Strategies, Bonds, Fixed Annuities, Finance, Long Term Care Insurance, Investment Advisory, IRAs, Uniform Combined State..., Series 7, Wealth Management..., Financial Planners, Series 63, Wealth, Strategic Financial..., 401k Rollovers, ETFs, High Net Worth..., Saving for Education, 529 Plans, Management
Education
University of South Carolina-Beaufort
West Virginia University
Shawn A. Murphy's HD Vest Financial Services Experience 2010 - Present
Job Owner / President Murphy Financial Solutions
Industry Financial Services
Experience
H.D. Vest Financial Services 2010 - Present
Murphy Financial Solutions August 2006 - Present
Askar Corp. November 2001 - December 2009
Firstate Investments November 2001 - August 2006
Wells Fargo Private Client Services August 1999 - October 2001
Norwest Funds July 1997 - August 1999
Norwest Funds May 1995 - July 1997
Skills
Retirement, Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Insurance, 401k, Investments, Life Insurance, Asset Allocation, Estate Planning, Financial Services
Education
The University of North Dakota 1987 — 1992
BBA, Business Administration
H.D. Vest Financial Services 2010 - Present
Murphy Financial Solutions August 2006 - Present
Askar Corp. November 2001 - December 2009
Firstate Investments November 2001 - August 2006
Wells Fargo Private Client Services August 1999 - October 2001
Norwest Funds July 1997 - August 1999
Norwest Funds May 1995 - July 1997
Skills
Retirement, Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Insurance, 401k, Investments, Life Insurance, Asset Allocation, Estate Planning, Financial Services
Education
The University of North Dakota 1987 — 1992
BBA, Business Administration
Leigha Fukasawa Leigha Fukasawa's HD Vest Financial Services Experience January 2007 - July 2008
Job Loyalty Marketing Manager
Industry Marketing and Advertising
Experience
JCPenney October 2014 - Present
jcpenney December 2013 - November 2014
Epsilon June 2013 - November 2013
Society of Petroleum Engineers October 2011 - June 2013
Carter BloodCare May 2009 - March 2011
H.D. Vest Financial Services January 2007 - July 2008
H.D. Vest January 2007 - May 2007
PaperCity Magazine September 2005 - January 2006
Skills
Account Management, Marketing Strategy, Marketing Communications, Email Marketing, Social Media Marketing, Copywriting, Event Management, Corporate Communications, Direct Marketing, Graphic Design, Event Planning, Marketing, Social Media, SEO, Blogging, InDesign, Facebook, Advertising
Education
Texas Tech University 2001 — 2005
Bachelor of Arts, Advertising
JCPenney October 2014 - Present
jcpenney December 2013 - November 2014
Epsilon June 2013 - November 2013
Society of Petroleum Engineers October 2011 - June 2013
Carter BloodCare May 2009 - March 2011
H.D. Vest Financial Services January 2007 - July 2008
H.D. Vest January 2007 - May 2007
PaperCity Magazine September 2005 - January 2006
Skills
Account Management, Marketing Strategy, Marketing Communications, Email Marketing, Social Media Marketing, Copywriting, Event Management, Corporate Communications, Direct Marketing, Graphic Design, Event Planning, Marketing, Social Media, SEO, Blogging, InDesign, Facebook, Advertising
Education
Texas Tech University 2001 — 2005
Bachelor of Arts, Advertising
Priscilla Close's HD Vest Financial Services Experience February 2008 - Present
Job Providing exceptional service in Meeting and Event Planning
Industry Financial Services
Experience
H.D. Vest Financial Services February 2008 - Present
Associates Commercial Corporation / CitiCapital 1987 - 2004
Skills
Event Management, Financial Services, Customer Service, Vendor Management, Strategic Planning, PowerPoint, Financial Reporting, Event Planning, Sales, Project Management, Project Planning, Training, Program Management, Software Documentation, Cross-functional Team..., Management, Financial Analysis, Banking, Meeting Planning, Risk Management, Process Improvement, Hospitality, Budgets, Leadership
Education
Tarrant County College 1980 — 1982
H.D. Vest Financial Services February 2008 - Present
Associates Commercial Corporation / CitiCapital 1987 - 2004
Skills
Event Management, Financial Services, Customer Service, Vendor Management, Strategic Planning, PowerPoint, Financial Reporting, Event Planning, Sales, Project Management, Project Planning, Training, Program Management, Software Documentation, Cross-functional Team..., Management, Financial Analysis, Banking, Meeting Planning, Risk Management, Process Improvement, Hospitality, Budgets, Leadership
Education
Tarrant County College 1980 — 1982
Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA's HD Vest Financial Services Experience 1999 - 2002
Job Tax and Small Business Consultant
Industry Financial Services
Experience
TM Consulting and Financial Services, LLC January 2015 - Present
MassMutual Financial Group March 2014 - March 2015
1st Global April 2004 - December 2013
US Allianz 2002 - 2003
H.D. Vest Financial Services 1999 - 2002
Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning
Education
The University of Texas at Dallas 1996 — 1998
BS, Business Administration
TM Consulting and Financial Services, LLC January 2015 - Present
MassMutual Financial Group March 2014 - March 2015
1st Global April 2004 - December 2013
US Allianz 2002 - 2003
H.D. Vest Financial Services 1999 - 2002
Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning
Education
The University of Texas at Dallas 1996 — 1998
BS, Business Administration
Scott Grayson Scott Grayson's HD Vest Financial Services Experience 1991 - 2000
Job
Industry Financial Services
Experience
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Jaime De La Garza Jaime De La Garza's HD Vest Financial Services Experience June 2008 - October 2010
Job Operations Support Specialist at NFP
Industry Financial Services
Experience
NFP June 2015 - Present
Capital One September 2011 - March 2015
Pure Chem Separation Inc. February 2011 - July 2011
H.D. Vest Financial Services June 2008 - October 2010
WaMu Investments Inc. August 2007 - June 2008
Wells Fargo February 2005 - July 2007
Skills
Retail Banking, Financial Advisory, Inside Sales, Outside Sales, Recycling, Customer Service, NMLS Licensed, Microsoft Office, Mac OS, Windows, Stock Trading, Portfolio Management, Futures Trading, Life Insurance, Typing, 10 Key
Education
Texas A&M University 2000 — 2004
Bachelor's Degree, Industrial Distribution, 3.1
NFP June 2015 - Present
Capital One September 2011 - March 2015
Pure Chem Separation Inc. February 2011 - July 2011
H.D. Vest Financial Services June 2008 - October 2010
WaMu Investments Inc. August 2007 - June 2008
Wells Fargo February 2005 - July 2007
Skills
Retail Banking, Financial Advisory, Inside Sales, Outside Sales, Recycling, Customer Service, NMLS Licensed, Microsoft Office, Mac OS, Windows, Stock Trading, Portfolio Management, Futures Trading, Life Insurance, Typing, 10 Key
Education
Texas A&M University 2000 — 2004
Bachelor's Degree, Industrial Distribution, 3.1
Allen Bryan Allen Bryan's HD Vest Financial Services Experience January 1998 - June 2005
Job Six Sigma Black Belt at TAMKO Building Products
Industry Mechanical or Industrial Engineering
Experience
TAMKO Building Products August 2014 - Present
US Navy September 2010 - August 2014
US Navy January 2012 - October 2013
1st Global August 2007 - January 2010
Raytheon January 2007 - June 2007
H.D. Vest Financial Services January 1998 - June 2005
Skills
Military, DoD, Instructor-led Training, Military Experience, Security Clearance, Navy, Investments, Securities Regulation, Human Systems..., Aerospace Engineering, Training, Engineering, Nuclear, Analysis, Command
Education
The United States Naval Postgraduate School 2012 — 2013
Certificate, Human Systems Integration
The University of Texas at Arlington 2006 — 2010
BS, Aerospace Engineering
TAMKO Building Products August 2014 - Present
US Navy September 2010 - August 2014
US Navy January 2012 - October 2013
1st Global August 2007 - January 2010
Raytheon January 2007 - June 2007
H.D. Vest Financial Services January 1998 - June 2005
Skills
Military, DoD, Instructor-led Training, Military Experience, Security Clearance, Navy, Investments, Securities Regulation, Human Systems..., Aerospace Engineering, Training, Engineering, Nuclear, Analysis, Command
Education
The United States Naval Postgraduate School 2012 — 2013
Certificate, Human Systems Integration
The University of Texas at Arlington 2006 — 2010
BS, Aerospace Engineering
Kathy McGuire (Standridge) CFP® Kathy McGuire (Standridge) CFP®'s HD Vest Financial Services Experience September 1989 - January 2001
Job Serving Shreveport Bossier, LA & Austin, TX
Industry Financial Services
Experience
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Thornhill Securities, Inc June 2015 - Present
Independent Financial Advisor March 1993 - Present
Kilpatrick Financial, Inc. 2009 - January 2013
Kilpatrick Life Insurance Company 2009 - January 2013
NFP Securities, Inc. March 2006 - 2008
National Financial Partners 2005 - 2008
NFP 2005 - 2008
Resource Financial Group 2001 - 2005
H.D. Vest Financial Services September 1989 - January 2001
H.D. Vest Financial Services 1989 - 2001
Skills
Advertising, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investments, Management, Marketing, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Planning, Wealth Management
Education
University of Central Arkansas 1984 — 1988
BBA, Management
McClellan High School 1982 — 1984
HS Dimploma
Ruben Buell's HD Vest Financial Services Experience September 1998 - June 2002
Job Chief Technology Officer with success leading IT, marketing, and business operations for startup, and high growth.
Industry Executive Office
Experience
Venture Solutions Inc April 2014 - Present
HDVMS - True.com June 2003 - September 2014
AdShuffle December 2005 - July 2014
Wells Fargo 2002 - 2003
H.D. Vest Financial Services September 1998 - June 2002
Skills
E-commerce, Web Analytics, User Experience, IT Strategic &..., Technology Solutions, Systems Development &..., Continuous Improvement, Marketing Management, Business Startup &..., Talent Recruitment,..., P&L Management, Acquisition Due..., Project Management, Expense Control, Executive Leadership, Organizational..., Partnership Building, Disaster Recovery, Web Portal Development, SEO, PPC, Portals, Entrepreneurship, Leadership, Due Diligence, Cross-functional Team..., Partnerships, Expense Management, Marketing, Management, Integration, Online Marketing, Start-ups, Sales, Strategic Planning, Consulting
Education
The University of Texas at Arlington
Business Management
Venture Solutions Inc April 2014 - Present
HDVMS - True.com June 2003 - September 2014
AdShuffle December 2005 - July 2014
Wells Fargo 2002 - 2003
H.D. Vest Financial Services September 1998 - June 2002
Skills
E-commerce, Web Analytics, User Experience, IT Strategic &..., Technology Solutions, Systems Development &..., Continuous Improvement, Marketing Management, Business Startup &..., Talent Recruitment,..., P&L Management, Acquisition Due..., Project Management, Expense Control, Executive Leadership, Organizational..., Partnership Building, Disaster Recovery, Web Portal Development, SEO, PPC, Portals, Entrepreneurship, Leadership, Due Diligence, Cross-functional Team..., Partnerships, Expense Management, Marketing, Management, Integration, Online Marketing, Start-ups, Sales, Strategic Planning, Consulting
Education
The University of Texas at Arlington
Business Management
Brad Townsend, CFP®, CRPC® Brad Townsend, CFP®, CRPC®'s HD Vest Financial Services Experience January 1999 - September 2003
Job Regional Vice President
Industry Financial Services
Experience
Allianz Life Financial Services, LLC member FINRA September 2010 - Present
SunAmerica March 2010 - September 2010
ING October 2003 - March 2010
H.D. Vest Financial Services January 1999 - September 2003
Education
Texas A&M University 1994 — 1998
BA, Speech Communications
Allianz Life Financial Services, LLC member FINRA September 2010 - Present
SunAmerica March 2010 - September 2010
ING October 2003 - March 2010
H.D. Vest Financial Services January 1999 - September 2003
Education
Texas A&M University 1994 — 1998
BA, Speech Communications
C.J. Montague's HD Vest Financial Services Experience 1995 - 1998
Job Manager, Software Development at Verizon Terremark
Industry Computer Software
Experience
Verizon Terremark April 2009 - Present
AdShuffle May 2007 - April 2009
Data Return 2000 - 2007
Maximus 1997 - 1998
Interactive Web Systems 1997 - 1998
H.D. Vest Financial Services 1995 - 1998
H.D. Vest 1995 - 1998
Skills
Software Development, .NET, Web Services, Management, SaaS, System Architecture, Cloud Computing, Data Center, Microsoft SQL Server, Agile Methodologies, C#, Disaster Recovery, Integration, Virtualization, SharePoint, IIS, Enterprise Software, VMware, Storage, SDLC, ITIL, Product Management, Scrum, Enterprise Architecture, Managed Hosting, SOA
Education
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Texas Tech University 1989 — 1992
Management
Verizon Terremark April 2009 - Present
AdShuffle May 2007 - April 2009
Data Return 2000 - 2007
Maximus 1997 - 1998
Interactive Web Systems 1997 - 1998
H.D. Vest Financial Services 1995 - 1998
H.D. Vest 1995 - 1998
Skills
Software Development, .NET, Web Services, Management, SaaS, System Architecture, Cloud Computing, Data Center, Microsoft SQL Server, Agile Methodologies, C#, Disaster Recovery, Integration, Virtualization, SharePoint, IIS, Enterprise Software, VMware, Storage, SDLC, ITIL, Product Management, Scrum, Enterprise Architecture, Managed Hosting, SOA
Education
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Texas Tech University 1989 — 1992
Management
Clay Parker's HD Vest Financial Services Experience 2001 - 2002
Job Mobility Manager responsible for device rollouts, MobileIron & Box admin, and ensuring the success of my employees.
Industry Information Technology and Services
Experience
Sally Beauty Company March 2013 - Present
Sally Beauty Company July 2012 - March 2013
Sally Beauty January 2010 - July 2012
Image Microsystems June 2008 - July 2009
Image Microsystems February 2007 - June 2008
CompUSA 2005 - 2007
H.D. Vest Financial Services 2001 - 2002
HD Vest Financial Services 1998 - 2002
Skills
Project Management, Process Improvement, Vendor Management, Program Management, Disaster Recovery, Sales, Microsoft Office, Account Management, Mac, Strategic Planning, Retail, Business Strategy, Mobile Devices, Integration, Management, Team Building, Team Leadership, Troubleshooting, Cross-functional Team..., Business Analysis, Change Management, Servers, IT Management, Budgets, Business Intelligence, CRM, SharePoint, Software Documentation, IT Strategy, Leadership, Analysis, Customer Satisfaction, Strategy, Telecommunications, Project Planning, Training
Education
Tarleton State University 1993 — 1998
BS, International Economics
Sally Beauty Company March 2013 - Present
Sally Beauty Company July 2012 - March 2013
Sally Beauty January 2010 - July 2012
Image Microsystems June 2008 - July 2009
Image Microsystems February 2007 - June 2008
CompUSA 2005 - 2007
H.D. Vest Financial Services 2001 - 2002
HD Vest Financial Services 1998 - 2002
Skills
Project Management, Process Improvement, Vendor Management, Program Management, Disaster Recovery, Sales, Microsoft Office, Account Management, Mac, Strategic Planning, Retail, Business Strategy, Mobile Devices, Integration, Management, Team Building, Team Leadership, Troubleshooting, Cross-functional Team..., Business Analysis, Change Management, Servers, IT Management, Budgets, Business Intelligence, CRM, SharePoint, Software Documentation, IT Strategy, Leadership, Analysis, Customer Satisfaction, Strategy, Telecommunications, Project Planning, Training
Education
Tarleton State University 1993 — 1998
BS, International Economics
Tina Bloom's HD Vest Financial Services Experience 1999 - 2002
Job Account Manager at Exponent Technologies
Industry Real Estate
Experience
Exponent Technologies April 2011 - Present
Pinnacle, an American Management Services March 2010 - April 2011
Pizza Hut December 2003 - January 2010
H.D. Vest Financial Services 1999 - 2002
Howerton Enterprises 1999 - 2002
Care Affliliates, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Training, Access, Payroll, Customer Service, Data Entry, Leadership, Microsoft Office, Performance Management, Benefits Administration, Team Building, Employee Relations, Project Management, HRIS, Team Leadership, Coaching, Customer Satisfaction, Account Management, Human Resources, Event Planning, Employee Training, Time Management, Cross-functional Team...
Education
Tarrant County College
Exponent Technologies April 2011 - Present
Pinnacle, an American Management Services March 2010 - April 2011
Pizza Hut December 2003 - January 2010
H.D. Vest Financial Services 1999 - 2002
Howerton Enterprises 1999 - 2002
Care Affliliates, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Training, Access, Payroll, Customer Service, Data Entry, Leadership, Microsoft Office, Performance Management, Benefits Administration, Team Building, Employee Relations, Project Management, HRIS, Team Leadership, Coaching, Customer Satisfaction, Account Management, Human Resources, Event Planning, Employee Training, Time Management, Cross-functional Team...
Education
Tarrant County College
Evan Bloom's HD Vest Financial Services Experience February 2004 - Present
Job Sales Supervisor at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services February 2004 - Present
H.D. Vest Financial Services November 2003 - February 2004
HD Vest Financial Services February 2000 - November 2003
Skills
• FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • Group 1- General..., • FINRA Series..., • CFS-Institute of..., • CAS-Institute of..., Mutual Funds, Securities, Investments, Financial Services, Project Management, FINRA, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, Finance
Education
The University of Texas at Arlington 1993 — 1999
Bachelor of Business Administration (BBA), Finance, General
HD Vest Financial Services February 2004 - Present
H.D. Vest Financial Services November 2003 - February 2004
HD Vest Financial Services February 2000 - November 2003
Skills
• FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • FINRA Series..., • Group 1- General..., • FINRA Series..., • CFS-Institute of..., • CAS-Institute of..., Mutual Funds, Securities, Investments, Financial Services, Project Management, FINRA, Fixed Annuities, Wealth Management, Asset Allocation, Retirement Planning, Finance
Education
The University of Texas at Arlington 1993 — 1999
Bachelor of Business Administration (BBA), Finance, General
Taylor Beall's HD Vest Financial Services Experience July 1997 - April 2000
Job Executive Vice President, BNY Mellon | Dreyfus
Industry Financial Services
Experience
BNY Mellon Investment Management Dreyfus June 2014 - Present
Neuberger Berman February 2002 - June 2014
Capital Institutional Services April 2000 - February 2002
H.D. Vest Financial Services July 1997 - April 2000
Education
Texas A&M University 1992 — 1996
BBA Marketing
Texas A&M University - Mays Business School 1992 — 1996
Marketing
BNY Mellon Investment Management Dreyfus June 2014 - Present
Neuberger Berman February 2002 - June 2014
Capital Institutional Services April 2000 - February 2002
H.D. Vest Financial Services July 1997 - April 2000
Education
Texas A&M University 1992 — 1996
BBA Marketing
Texas A&M University - Mays Business School 1992 — 1996
Marketing
Chris Glass's HD Vest Financial Services Experience 1998 - 2001
Job Senior Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management November 2007 - Present
JennisonDryden January 2005 - April 2007
Hotchkis and Wiley Capital Management January 2002 - January 2005
Fidelity Investments June 1997 - December 2001
H.D. Vest Financial Services 1998 - 2001
Skills
Series 7, Mutual Funds, Strategy, Series 63, Wealth Management, Asset Allocation, Investments, Alternative Investments, Separately Managed..., Asset Managment, Securities, Portfolio Management, ETFs, Investment Advisory, Retirement Planning, Equities, Fixed Annuities, 401k, Series 65, Strategic Financial..., Series 24, Financial Advisory
Education
University of North Texas 1992 — 1997
BBA, Marketing
MacArthur HS 1988 — 1992
Zacks Investment Management November 2007 - Present
JennisonDryden January 2005 - April 2007
Hotchkis and Wiley Capital Management January 2002 - January 2005
Fidelity Investments June 1997 - December 2001
H.D. Vest Financial Services 1998 - 2001
Skills
Series 7, Mutual Funds, Strategy, Series 63, Wealth Management, Asset Allocation, Investments, Alternative Investments, Separately Managed..., Asset Managment, Securities, Portfolio Management, ETFs, Investment Advisory, Retirement Planning, Equities, Fixed Annuities, 401k, Series 65, Strategic Financial..., Series 24, Financial Advisory
Education
University of North Texas 1992 — 1997
BBA, Marketing
MacArthur HS 1988 — 1992
Marc Brasher's HD Vest Financial Services Experience 2011 - Present
Job Technology Manager at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services 2011 - Present
Wells Fargo 2004 - 2011
H.D. Vest Financial Services 2000 - 2003
Lockheed Martin 1997 - 2000
Hughes Training, Inc 1996 - 1997
Education
The University of Texas at Arlington 1999 — 2004
MBA
University of Tennessee-Knoxville 1991 — 1996
BS
H.D. Vest Financial Services 2011 - Present
Wells Fargo 2004 - 2011
H.D. Vest Financial Services 2000 - 2003
Lockheed Martin 1997 - 2000
Hughes Training, Inc 1996 - 1997
Education
The University of Texas at Arlington 1999 — 2004
MBA
University of Tennessee-Knoxville 1991 — 1996
BS
Joe Nestlerode's HD Vest Financial Services Experience 2000 - 2001
Job Sr Technology Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
iGATE Global Solutions 2000 - 2003
Wells Fargo 2001 - 2002
PFPC 1999 - 2002
H.D. Vest Financial Services 2000 - 2001
First Data Corporation 1998 - 2000
First Union 1996 - 1998
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
B.S.B.A, Finance
Lock Haven High School 1988 — 1991
Wells Fargo Advisors March 2003 - Present
iGATE Global Solutions 2000 - 2003
Wells Fargo 2001 - 2002
PFPC 1999 - 2002
H.D. Vest Financial Services 2000 - 2001
First Data Corporation 1998 - 2000
First Union 1996 - 1998
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
B.S.B.A, Finance
Lock Haven High School 1988 — 1991
Shelly Rogers's HD Vest Financial Services Experience April 2006 - November 2007
Job Family Personal Assistant/House Manager at Private Residence
Industry Hospitality
Experience
Private Residence August 2013 - Present
Private Residence July 2011 - July 2013
Private Residence November 2007 - August 2012
H.D. Vest Financial Services April 2006 - November 2007
Arcodoro Pomodoro April 2003 - March 2006
Crestview Resources LLC March 2000 - March 2003
Worthington Hotel December 1989 - April 1995
Skills
Time Management, Event Management, Event Planning, Training, Customer Service, Hospitality, Fundraising, Human Resources, Concierge Services, Hotels, Hospitality Management, Catering, Resorts, Hotel Management, Meeting Planning, Corporate Events, Vendor Management, Restaurants, Employee Training, Contract Negotiation
Education
Texas Christian University
Private Residence August 2013 - Present
Private Residence July 2011 - July 2013
Private Residence November 2007 - August 2012
H.D. Vest Financial Services April 2006 - November 2007
Arcodoro Pomodoro April 2003 - March 2006
Crestview Resources LLC March 2000 - March 2003
Worthington Hotel December 1989 - April 1995
Skills
Time Management, Event Management, Event Planning, Training, Customer Service, Hospitality, Fundraising, Human Resources, Concierge Services, Hotels, Hospitality Management, Catering, Resorts, Hotel Management, Meeting Planning, Corporate Events, Vendor Management, Restaurants, Employee Training, Contract Negotiation
Education
Texas Christian University
Jeff Bright, PMP, CSM's HD Vest Financial Services Experience July 2009 - November 2010
Job Agile Scrum Master at Tek Systems Professional Services
Industry Information Technology and Services
Experience
Tek Systems Professional Services for client Southwest Airlines July 2015 - Present
CROSSMARK September 2013 - June 2015
Santander Consumer USA Inc. November 2010 - September 2013
H.D. Vest Financial Services July 2009 - November 2010
Skills
SDLC, Agile Methodologies, Visio, Scrum, Project Management, Leadership, Requirements Analysis, SQL, Integration, Software Project..., Software Development, Kanban, Microsoft SQL Server, CSM, PMP
Education
University of Kansas
Bachelor of Science (BS), Computer Science
University of Kansas
Bachelor of Arts (B.A.), Political Science - Organizational Behavior
Tek Systems Professional Services for client Southwest Airlines July 2015 - Present
CROSSMARK September 2013 - June 2015
Santander Consumer USA Inc. November 2010 - September 2013
H.D. Vest Financial Services July 2009 - November 2010
Skills
SDLC, Agile Methodologies, Visio, Scrum, Project Management, Leadership, Requirements Analysis, SQL, Integration, Software Project..., Software Development, Kanban, Microsoft SQL Server, CSM, PMP
Education
University of Kansas
Bachelor of Science (BS), Computer Science
University of Kansas
Bachelor of Arts (B.A.), Political Science - Organizational Behavior
Branden George's HD Vest Financial Services Experience January 2007 - February 2012
Job General Securities Trader at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2010 - Present
H.D. Vest Financial Services January 2007 - February 2012
TD Ameritrade January 2006 - January 2007
Universal Computer Systems September 2003 - December 2005
Skills
Series 7, Risk Management, Mutual Funds, Investments, Portfolio Management, Series 24, Series 4, Series 53, Series 63, Securities, Trading
Education
Texas A&M University 2003 — 2005
Bachelor's degree, Political Science and Government
First Command Financial Services November 2010 - Present
H.D. Vest Financial Services January 2007 - February 2012
TD Ameritrade January 2006 - January 2007
Universal Computer Systems September 2003 - December 2005
Skills
Series 7, Risk Management, Mutual Funds, Investments, Portfolio Management, Series 24, Series 4, Series 53, Series 63, Securities, Trading
Education
Texas A&M University 2003 — 2005
Bachelor's degree, Political Science and Government
Mario Deleon Work's HD Vest Financial Services Experience January 2007 - September 2011
Job Electronic Channel Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments September 2011 - Present
H.D. Vest Financial Services January 2007 - September 2011
Fidelity Investments 1995 - 2007
Skills
Strategic Financial..., Retirement, Retirement Planning, Sales, Investments, Leadership, Series 63
Education
The University of Texas at Arlington 1985 — 1990
Fidelity Investments November 2012 - Present
Fidelity Investments September 2011 - Present
H.D. Vest Financial Services January 2007 - September 2011
Fidelity Investments 1995 - 2007
Skills
Strategic Financial..., Retirement, Retirement Planning, Sales, Investments, Leadership, Series 63
Education
The University of Texas at Arlington 1985 — 1990
Jay Vinson's HD Vest Financial Services Experience 1996 - 1999
Job Vice President, New Business Development at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Sammy Nichols II, MBA's HD Vest Financial Services Experience May 2004 - June 2005
Job .
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Creative Solutions In HealthCare January 2012 - December 2012
Fidelity Investments September 2007 - January 2012
Citi June 2005 - September 2007
H.D. Vest Financial Services May 2004 - June 2005
SunGard Availability Services April 2001 - February 2004
Fidelity Investments September 1998 - April 2001
Fidelity Investments January 1997 - September 1998
Fidelity Investments July 1993 - January 1997
Skills
Strategic Financial..., Investments, Retirement, Mutual Funds, Risk Management, Financial Analysis, Financial Services, Insurance, Series 63, Employee Benefits, Relationship Management, Financial Advisory, Account Management, Customer Service, Estate Planning, Management, Options, Retirement Planning, Strategic Planning, Training, Wealth Management
Education
University of North Texas 2006 — 2010
MBA, Strategic Management
Tarleton State University 1989 — 1993
Dual BBA, Marketing and General Business
TIAA-CREF September 2014 - Present
Creative Solutions In HealthCare January 2012 - December 2012
Fidelity Investments September 2007 - January 2012
Citi June 2005 - September 2007
H.D. Vest Financial Services May 2004 - June 2005
SunGard Availability Services April 2001 - February 2004
Fidelity Investments September 1998 - April 2001
Fidelity Investments January 1997 - September 1998
Fidelity Investments July 1993 - January 1997
Skills
Strategic Financial..., Investments, Retirement, Mutual Funds, Risk Management, Financial Analysis, Financial Services, Insurance, Series 63, Employee Benefits, Relationship Management, Financial Advisory, Account Management, Customer Service, Estate Planning, Management, Options, Retirement Planning, Strategic Planning, Training, Wealth Management
Education
University of North Texas 2006 — 2010
MBA, Strategic Management
Tarleton State University 1989 — 1993
Dual BBA, Marketing and General Business
Susan Fargo, CFP's HD Vest Financial Services Experience March 2000 - October 2006
Job Senior Vice President, Business Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2006 - Present
H.D. Vest Financial Services March 2000 - October 2006
Skills
Series 7, Series 63, Series 24, Long-term Care, Life Insurance, Strategic Financial..., 401k, Asset Allocation, Financial Advisory, Insurance, Investment Advisory, Investments, Mutual Funds, Securities, Strategic Planning, Wealth Management, Retirement Planning, Retirement
Education
The University of Kansas 1993 — 1996
BA, Political Science
LPL Financial October 2006 - Present
H.D. Vest Financial Services March 2000 - October 2006
Skills
Series 7, Series 63, Series 24, Long-term Care, Life Insurance, Strategic Financial..., 401k, Asset Allocation, Financial Advisory, Insurance, Investment Advisory, Investments, Mutual Funds, Securities, Strategic Planning, Wealth Management, Retirement Planning, Retirement
Education
The University of Kansas 1993 — 1996
BA, Political Science
Kurt Tesdall's HD Vest Financial Services Experience 1998 - 2000
Job RVP at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Michael House CPA CFP®'s HD Vest Financial Services Experience 2004 - 2012
Job Certified Financial Planner®
Industry Financial Services
Experience
H.D. Vest Financial Services 2004 - 2012
Waddell & Reed 1999 - 2004
Atwood Oceanics 1977 - 1999
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, 401k, Financial Planners, Mutual Funds, Financial Accounting, Wealth Management, Asset Allocation, Accounting, Investments, Finance
Education
University of Houston 1972 — 1976
BBA, Accounting
H.D. Vest Financial Services 2004 - 2012
Waddell & Reed 1999 - 2004
Atwood Oceanics 1977 - 1999
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, 401k, Financial Planners, Mutual Funds, Financial Accounting, Wealth Management, Asset Allocation, Accounting, Investments, Finance
Education
University of Houston 1972 — 1976
BBA, Accounting
Todd Peters's HD Vest Financial Services Experience 1995 - 1996
Job Senior Director Marketing at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF August 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments March 2005 - January 2010
Fidelity Investments May 1999 - February 2005
Fidelity Investments November 1996 - April 1999
H.D. Vest Financial Services 1995 - 1996
Skills
Strategy, Financial Services, Series 7, Retirement, Series 63, Business Planning, Retirement Planning, Relationship Management, Internal Communications, Marketing Strategy, Marketing Communications, 401k, Marketing, Product Marketing, Program Management
Education
University of Louisiana at Monroe 1991 — 1995
BBA, Marketing
TIAA-CREF August 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments March 2005 - January 2010
Fidelity Investments May 1999 - February 2005
Fidelity Investments November 1996 - April 1999
H.D. Vest Financial Services 1995 - 1996
Skills
Strategy, Financial Services, Series 7, Retirement, Series 63, Business Planning, Retirement Planning, Relationship Management, Internal Communications, Marketing Strategy, Marketing Communications, 401k, Marketing, Product Marketing, Program Management
Education
University of Louisiana at Monroe 1991 — 1995
BBA, Marketing
Matt Ramos's HD Vest Financial Services Experience May 2013 - September 2015
Job Senior Associate, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey September 2015 - Present
HD Vest Financial Services May 2013 - September 2015
HD Vest Financial Services May 2011 - May 2013
H.D. Vest Financial Services November 2007 - May 2011
Wells Fargo 2005 - 2007
Skills
Securities, Series 7, Mutual Funds, Risk Management, Wealth Management, Investments, Retirement Planning, Equities, Financial Advisory, Customer Service, Research, Social Media, Series 63, FINRA, Banking, Financial Services, Credit, Series 24, AML, Asset Allocation, Insurance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Financial Planning
Education
Texas A&M University
McGladrey September 2015 - Present
HD Vest Financial Services May 2013 - September 2015
HD Vest Financial Services May 2011 - May 2013
H.D. Vest Financial Services November 2007 - May 2011
Wells Fargo 2005 - 2007
Skills
Securities, Series 7, Mutual Funds, Risk Management, Wealth Management, Investments, Retirement Planning, Equities, Financial Advisory, Customer Service, Research, Social Media, Series 63, FINRA, Banking, Financial Services, Credit, Series 24, AML, Asset Allocation, Insurance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Financial Planning
Education
Texas A&M University
Joseph Julien, CFP's HD Vest Financial Services Experience 1989 - 1992
Job SVPPortfolio Manager at US Trust
Industry Financial Services
Experience
US Trust February 1993 - Present
H.D. Vest Financial Services 1989 - 1992
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
The University of Texas at Arlington 1977 — 1982
BBA
US Trust February 1993 - Present
H.D. Vest Financial Services 1989 - 1992
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
The University of Texas at Arlington 1977 — 1982
BBA
Jessica Plemons's HD Vest Financial Services Experience March 2012 - Present
Job Compliance Consultant at H.D. Vest Financial Services
Industry Financial Services
Experience
Le-Vel.com February 2014 - Present
H.D. Vest Financial Services March 2012 - Present
Financial Network Investment Corporation October 2005 - February 2012
Financial Network Investment Corporation February 2004 - October 2005
Edward Jones Investments December 2001 - January 2004
Edward jones Investments December 2000 - December 2001
City of Denton 1998 - 2000
Education
Texas Woman's University 1999 — 2001
General Business, Finance, Accounting
Le-Vel.com February 2014 - Present
H.D. Vest Financial Services March 2012 - Present
Financial Network Investment Corporation October 2005 - February 2012
Financial Network Investment Corporation February 2004 - October 2005
Edward Jones Investments December 2001 - January 2004
Edward jones Investments December 2000 - December 2001
City of Denton 1998 - 2000
Education
Texas Woman's University 1999 — 2001
General Business, Finance, Accounting
Sarah Hensley's HD Vest Financial Services Experience June 2012 - Present
Job Compliance Examiner at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services June 2012 - Present
PointBank February 2012 - June 2012
PointBank May 2009 - February 2012
Skills
Credit, Sales Management, Customer Service, Outlook, Financial Analysis, Banking, Sales, Account Reconciliation, Microsoft Excel, Loans, Strategic Planning
Education
University of North Texas 2006 — 2009
BA, Psychology
Tyler Junior College 2004 — 2006
Associates, Behavioral Sciences
H.D. Vest Financial Services June 2012 - Present
PointBank February 2012 - June 2012
PointBank May 2009 - February 2012
Skills
Credit, Sales Management, Customer Service, Outlook, Financial Analysis, Banking, Sales, Account Reconciliation, Microsoft Excel, Loans, Strategic Planning
Education
University of North Texas 2006 — 2009
BA, Psychology
Tyler Junior College 2004 — 2006
Associates, Behavioral Sciences
Darryl Beecham's HD Vest Financial Services Experience January 1999 - November 2000
Job Operations Specialist I at Southwest Securities
Industry Management Consulting
Experience
Southwest Securities April 2013 - October 2014
Socialintell April 2010 - March 2013
Penson Financial Services Inc December 2006 - February 2009
Penson Financial Services Inc October 2006 - December 2006
Penson Financial Services Inc June 2006 - September 2006
Corporate America Family Credit Union July 2004 - November 2005
Texans Credit Union March 2001 - June 2004
H.D. Vest Financial Services January 1999 - November 2000
H.D. Vest Financial Services January 1999 - November 2000
Skills
Customer Relations, Credit, Securities, Settlements, Microsoft Word, Marketing, Government, Funding, Microsoft Money, Office Management, CSS, ATM networks, Microsoft Mail, Banking, Management, Retail, Financial Services, Finance, Outlook, Microsoft Excel, PowerPoint, 10 Key, Positive Team Player, Financial Analysis, Team Leadership, Time Management, Resource Allocation, Mutual Funds, Clearing Houses, Customer Retention, System Conversion, Risk Management, FX Options, Financial Risk, Analysis, Settlement, Insurance, Loans, Investments, Leadership, Customer Service, Trading, Sales, FINRA, Back Office, Series 7
Education
University of Phoenix 2012 — 2014
Finance, Communication Arts, Humanities, Mathematics, Science and Technology
Southwest Securities April 2013 - October 2014
Socialintell April 2010 - March 2013
Penson Financial Services Inc December 2006 - February 2009
Penson Financial Services Inc October 2006 - December 2006
Penson Financial Services Inc June 2006 - September 2006
Corporate America Family Credit Union July 2004 - November 2005
Texans Credit Union March 2001 - June 2004
H.D. Vest Financial Services January 1999 - November 2000
H.D. Vest Financial Services January 1999 - November 2000
Skills
Customer Relations, Credit, Securities, Settlements, Microsoft Word, Marketing, Government, Funding, Microsoft Money, Office Management, CSS, ATM networks, Microsoft Mail, Banking, Management, Retail, Financial Services, Finance, Outlook, Microsoft Excel, PowerPoint, 10 Key, Positive Team Player, Financial Analysis, Team Leadership, Time Management, Resource Allocation, Mutual Funds, Clearing Houses, Customer Retention, System Conversion, Risk Management, FX Options, Financial Risk, Analysis, Settlement, Insurance, Loans, Investments, Leadership, Customer Service, Trading, Sales, FINRA, Back Office, Series 7
Education
University of Phoenix 2012 — 2014
Finance, Communication Arts, Humanities, Mathematics, Science and Technology
Kuumba Smith's HD Vest Financial Services Experience July 2007 - November 2012
Job Client Services Representative at 1st Global
Industry Financial Services
Experience
H.D. Vest Financial Services July 2007 - November 2012
H.D. Vest Financial Services July 2007 - March 2011
TD Ameritrade September 2006 - July 2007
Cornerstone Staffing/TD Ameritrade April 2006 - September 2006
Brennan's Restaurant May 2000 - August 2005
Island Def Jam Music Group August 1998 - January 1999
Skills
Currenlty Pursuing CFA, Series 63, Insurance, Series 7, Mutual Funds, Securities, Customer Service, Time Management, Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Cash Management, Estate Planning, Annuities, Uniform Combined State...
Education
University of New Orleans 1996 — 2002
BS, Business Administration and Management
H.D. Vest Financial Services July 2007 - November 2012
H.D. Vest Financial Services July 2007 - March 2011
TD Ameritrade September 2006 - July 2007
Cornerstone Staffing/TD Ameritrade April 2006 - September 2006
Brennan's Restaurant May 2000 - August 2005
Island Def Jam Music Group August 1998 - January 1999
Skills
Currenlty Pursuing CFA, Series 63, Insurance, Series 7, Mutual Funds, Securities, Customer Service, Time Management, Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Cash Management, Estate Planning, Annuities, Uniform Combined State...
Education
University of New Orleans 1996 — 2002
BS, Business Administration and Management
Lisa Marie Batts's HD Vest Financial Services Experience October 2012 - January 2014
Job Operations Manager at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services October 2012 - January 2014
H.D. Vest Financial Services January 2004 - October 2012
Skills
Financial Services, Investments, Mutual Funds, Relationship Management, Risk Management
Education
The University of Texas at Dallas 2001 — 2008
Bachelor of Arts (B.A.), Visual and Performing Arts
H.D. Vest Financial Services October 2012 - January 2014
H.D. Vest Financial Services January 2004 - October 2012
Skills
Financial Services, Investments, Mutual Funds, Relationship Management, Risk Management
Education
The University of Texas at Dallas 2001 — 2008
Bachelor of Arts (B.A.), Visual and Performing Arts
Sean Eames's HD Vest Financial Services Experience March 2011 - Present
Job Staff Accountant at W Greene PLLC
Industry Financial Services
Experience
W Greene PLLC September 2013 - Present
H.D. Vest Financial Services March 2011 - Present
Charles E. Bell, C.P.A. March 2011 - June 2014
AXA Advisors September 2008 - March 2011
Education
University of North Carolina at Wilmington 2011 — 2012
Accounting
University at Buffalo
Bachelors, Finance
W Greene PLLC September 2013 - Present
H.D. Vest Financial Services March 2011 - Present
Charles E. Bell, C.P.A. March 2011 - June 2014
AXA Advisors September 2008 - March 2011
Education
University of North Carolina at Wilmington 2011 — 2012
Accounting
University at Buffalo
Bachelors, Finance
Steve Johnson CPA/PFS, CFP's HD Vest Financial Services Experience 1989 - Present
Job Owner, Johnson Financial LLC
Industry Accounting
Experience
Johnson Financial LLC January 2010 - Present
H.D. Vest Financial Services 1989 - Present
HD Vest Financial Services 1988 - Present
HD Vest Financial Services 1988 - Present
Ernst & Ernst May 1972 - January 1974
Skills
Tax, CPA, Certified Financial..., Estate Planning, Financial Advisory, Income Tax, Strategic Financial..., Tax Preparation, Wealth Management, 401k, Retirement, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Financial Planning
Education
University of Illinois at Chicago 1970 — 1972
BS, Accounting
University of Illinois at Urbana-Champaign 1963 — 1965
Accounting
Glenbard West 1959 — 1963
Diploma, High School
Johnson Financial LLC January 2010 - Present
H.D. Vest Financial Services 1989 - Present
HD Vest Financial Services 1988 - Present
HD Vest Financial Services 1988 - Present
Ernst & Ernst May 1972 - January 1974
Skills
Tax, CPA, Certified Financial..., Estate Planning, Financial Advisory, Income Tax, Strategic Financial..., Tax Preparation, Wealth Management, 401k, Retirement, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Financial Planning
Education
University of Illinois at Chicago 1970 — 1972
BS, Accounting
University of Illinois at Urbana-Champaign 1963 — 1965
Accounting
Glenbard West 1959 — 1963
Diploma, High School
Duncan Gates, CFP®, ChFC®, CLU®, RICP®'s HD Vest Financial Services Experience September 2011 - Present
Job Advisory Specialist at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services September 2011 - Present
H.D. Vest Financial Services September 2008 - September 2011
Skills
Retirement Planning, Series 7, Financial Services, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Asset Allocation, Series 63, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planning, Securities
Education
Texas A&M University 1995 — 2000
Bachelor's, Accounting and Finance
H.D. Vest Financial Services September 2011 - Present
H.D. Vest Financial Services September 2008 - September 2011
Skills
Retirement Planning, Series 7, Financial Services, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Asset Allocation, Series 63, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planning, Securities
Education
Texas A&M University 1995 — 2000
Bachelor's, Accounting and Finance
Kim Hoppens's HD Vest Financial Services Experience May 1992 - Present
Job Manager, Insurance Services at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services May 1992 - Present
Skills
Series 7, Securities, Retirement, Series 63, Estate Planning, Financial Services, Fixed Annuities, Insurance, Asset Management, Risk Management
Education
Texas Woman's University 1989 — 1991
BS, History
H.D. Vest Financial Services May 1992 - Present
Skills
Series 7, Securities, Retirement, Series 63, Estate Planning, Financial Services, Fixed Annuities, Insurance, Asset Management, Risk Management
Education
Texas Woman's University 1989 — 1991
BS, History
Rod Gaudin's HD Vest Financial Services Experience 1991 - 1996
Job Investment Management Professional at a Wealth Management Firm
Industry Investment Management
Experience
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Wealth Management Firm 2013 - Present
American Funds 2009 - 2012
American Funds June 1998 - June 2009
American Funds 2005 - 2009
Self Employed Financial Planning Consultant 1996 - 1998
Pilgrim America Securities, Inc January 1996 - September 1996
H.D. Vest Financial Services 1991 - 1996
Texas Commerce Bank 1983 - 1991
Skills
Mutual Funds, Series 7, Series 63, Series 24, Asset Allocation, 529 Plans, 401k, Investments, Securities, Investment Strategies, Retirement Planning, Equities, Wealth Management, Investment Advisory, Bonds, Relationship Management
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Gene Woodard III's HD Vest Financial Services Experience March 2010 - Present
Job Team Lead General Support at H.D. Vest Financial Services
Industry Financial Services
Experience
H.D. Vest Financial Services March 2010 - Present
HD Vest Financial Services August 2006 - March 2010
HD Vest Financial Services May 2005 - August 2006
Skills
Mutual Funds, Securities, Financial Services, Series 7, Recruiting, Series 63, Process Improvement, founding nonprofits, 501c3 organizations, Retirement, Training, Portfolio Management, Wealth Management, Financial Planning, Financial Advisory
Education
University of North Texas 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
Temple Christian School
Temple Christian School
H.D. Vest Financial Services March 2010 - Present
HD Vest Financial Services August 2006 - March 2010
HD Vest Financial Services May 2005 - August 2006
Skills
Mutual Funds, Securities, Financial Services, Series 7, Recruiting, Series 63, Process Improvement, founding nonprofits, 501c3 organizations, Retirement, Training, Portfolio Management, Wealth Management, Financial Planning, Financial Advisory
Education
University of North Texas 1992 — 1997
Bachelor of Business Administration (BBA), Marketing
Temple Christian School
Temple Christian School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.