Advanced Financial Solutions, LLC
Industry: Company
DescriptionFounded: 1996 Parent organizations: Atria Wealth Solutions, Inc., Metavante Technologies Inc Subsidiary: Sorrento Pacific Financial, Llc, Asset Management Arm
Advanced Financial Solutions, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advanced Financial Solutions, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advanced Financial Solutions, LLC Salaries. You can even request information on how much does Advanced Financial Solutions, LLC pay if you want to. Learn about salaries, pros and cons of working for Advanced Financial Solutions, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Advanced Financial Solutions, LLC employees in database. Find out everything there's to know about Advanced Financial Solutions, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advanced Financial Solutions, LLC Employees
Employee
Years
Job
Industry
Kristine Sprague Kristine Sprague's Advanced Financial Solutions, LLC Experience October 2007 - January 2008
Job Customer Service
Industry Wholesale
Experience
Halfon Candy Company February 2014 - Present
Consolidated Foods Inc. April 2009 - January 2014
Advanced Financial Solutions, LLC October 2007 - January 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Teamwork, Research, Time Management
Education
Green River Community College 2010 — 2013
Halfon Candy Company February 2014 - Present
Consolidated Foods Inc. April 2009 - January 2014
Advanced Financial Solutions, LLC October 2007 - January 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Teamwork, Research, Time Management
Education
Green River Community College 2010 — 2013
Heather Gatton Heather Gatton's Advanced Financial Solutions, LLC Experience 2006 - 2008
Job Consulting Services Manager at iBridge Solutions
Industry Information Technology and Services
Experience
iBridge Solutions October 2013 - Present
iBridge Solutions May 2008 - September 2013
Advanced Financial Solutions, LLC 2006 - 2008
Skills
System Administration, Recruiting, Customer Satisfaction, Microsoft Word, Software Documentation, Microsoft Excel, Database Administration, SharePoint, Accounting, Customer Service, Expense Reports, Executive Support, Human Resources, Training, Process Improvement, Vendor Management
Education
Florida Atlantic University 2000 — 2004
Bachelor of Arts (BA), Management and Marketing
iBridge Solutions October 2013 - Present
iBridge Solutions May 2008 - September 2013
Advanced Financial Solutions, LLC 2006 - 2008
Skills
System Administration, Recruiting, Customer Satisfaction, Microsoft Word, Software Documentation, Microsoft Excel, Database Administration, SharePoint, Accounting, Customer Service, Expense Reports, Executive Support, Human Resources, Training, Process Improvement, Vendor Management
Education
Florida Atlantic University 2000 — 2004
Bachelor of Arts (BA), Management and Marketing
Steve Winkler Steve Winkler's Advanced Financial Solutions, LLC Experience February 1995 - May 2004
Job Sr. Vice President Sales at FIS
Industry Financial Services
Experience
FIS February 1995 - Present
Metavante Image Solutions February 2004 - January 2007
Advanced Financial Solutions, LLC February 1995 - May 2004
Recognition International 1987 - 1990
Skills
Solution Selling, Cash Management, Sales, Payments, Risk Management, Electronic Payments, Marketing, Product Management, Strategic Planning, Coaching, Strategy, Sales Management, Vendor Management, Business Analysis, Leadership, Account Management, Selling, Banking, Management, Outsourcing, Relationship Management, Financial Services, Banking Technologies, Team Building, CRM, Payment Card Processing, ACH, Mobile Payments, Treasury Management, Mergers & Acquisitions, Internet Banking, SaaS, P&L Accountability, Credit Cards, P
Education
Miami University
FIS February 1995 - Present
Metavante Image Solutions February 2004 - January 2007
Advanced Financial Solutions, LLC February 1995 - May 2004
Recognition International 1987 - 1990
Skills
Solution Selling, Cash Management, Sales, Payments, Risk Management, Electronic Payments, Marketing, Product Management, Strategic Planning, Coaching, Strategy, Sales Management, Vendor Management, Business Analysis, Leadership, Account Management, Selling, Banking, Management, Outsourcing, Relationship Management, Financial Services, Banking Technologies, Team Building, CRM, Payment Card Processing, ACH, Mobile Payments, Treasury Management, Mergers & Acquisitions, Internet Banking, SaaS, P&L Accountability, Credit Cards, P
Education
Miami University
Freddy Deen's Advanced Financial Solutions, LLC Experience January 2007 - January 2010
Job Captain MIH Sales & Marketing Director at Allstar Construction
Industry Construction
Experience
Allstar Construction October 2014 - Present
All Around January 2010 - October 2014
Advanced Financial Solutions, LLC January 2007 - January 2010
Minnesota Home Loans January 2001 - January 2007
Skills
Sales Management, Advertising Sales, Direct Sales, REO, Fun, Online Marketing, Direct Marketing, Email Marketing, Client Development, Developing Client..., Public Speaking, Public Relations Skills, Construction, Rehabs, Remodeling, Home Remodeling, Roofers, Plumbing, Cabinetry, Siding, Maintenance & Repair, HVAC, Electricians, Painting, Windows, Water Damage Restoration, Gutters, Residential Homes, Contractors, Renovation, Property, Real Estate Investor, Decks, Small Business, Sales, Carpet, Real Estate, Selling, Home Staging, New Homes, Tiles, Water Damage, Contract Negotiation, Bathrooms, Custom Homes, Mold Remediation, Lawn Care, Building Materials, Leases, Commercial Real Estate
Education
Brown College 2000 — 2002
Associates, Computer Programming
Allstar Construction October 2014 - Present
All Around January 2010 - October 2014
Advanced Financial Solutions, LLC January 2007 - January 2010
Minnesota Home Loans January 2001 - January 2007
Skills
Sales Management, Advertising Sales, Direct Sales, REO, Fun, Online Marketing, Direct Marketing, Email Marketing, Client Development, Developing Client..., Public Speaking, Public Relations Skills, Construction, Rehabs, Remodeling, Home Remodeling, Roofers, Plumbing, Cabinetry, Siding, Maintenance & Repair, HVAC, Electricians, Painting, Windows, Water Damage Restoration, Gutters, Residential Homes, Contractors, Renovation, Property, Real Estate Investor, Decks, Small Business, Sales, Carpet, Real Estate, Selling, Home Staging, New Homes, Tiles, Water Damage, Contract Negotiation, Bathrooms, Custom Homes, Mold Remediation, Lawn Care, Building Materials, Leases, Commercial Real Estate
Education
Brown College 2000 — 2002
Associates, Computer Programming
Susanne Cavallaro Susanne Cavallaro's Advanced Financial Solutions, LLC Experience 2007 - 2010
Job •Technical Accounting Project Consultant at S Cavallaro *Certified QuickBooks Advisor*
Industry Accounting
Experience
WMPH Vacations July 2015 - Present
Gator Metal Finishing LLC January 2013 - Present
WMPH Vacations April 2010 - Present
BG Strategic Advisors, LLC June 2009 - Present
S Cavallaro Consulting 2007 - Present
International Leadership Training Institute, Praise The Lord Fellowship January 2002 - Present
Hear USA August 2009 - February 2010
Advanced Financial Solutions, LLC 2007 - 2010
Travelpro 2007 - 2008
Mortgage Strategies Group 2005 - 2007
Skills
Financial Reporting, GAAP, Budgeting, Accounting, Cash Flow, Budgets, Financial Statements, Executive Management, Management, Banking, Operations Management, Accounts Payable, Process Improvement, Analysis, Auditing, Internal Controls, Payroll, Software Documentation, QuickBooks, Project Management, Finance, Account Reconciliation, Strategic Planning, Forecasting, Team Building, Time Management, Leadership, Accounts Receivable, Cash Management, Mergers & Acquisitions, Tax, Internal Audit, SEC filings, Sarbanes-Oxley Act, CPA, Corporate Finance, Training, Tax Preparation, Microsoft Excel, Great Plains Software, Financial Analysis, General Ledger, Hyperion Enterprise, Business Planning, Managerial Finance, Human Resources, Consolidation, Journal Entries, Peachtree, Cash Flow Forecasting
Education
Florida Atlantic University
BA
Series 27 License
WMPH Vacations July 2015 - Present
Gator Metal Finishing LLC January 2013 - Present
WMPH Vacations April 2010 - Present
BG Strategic Advisors, LLC June 2009 - Present
S Cavallaro Consulting 2007 - Present
International Leadership Training Institute, Praise The Lord Fellowship January 2002 - Present
Hear USA August 2009 - February 2010
Advanced Financial Solutions, LLC 2007 - 2010
Travelpro 2007 - 2008
Mortgage Strategies Group 2005 - 2007
Skills
Financial Reporting, GAAP, Budgeting, Accounting, Cash Flow, Budgets, Financial Statements, Executive Management, Management, Banking, Operations Management, Accounts Payable, Process Improvement, Analysis, Auditing, Internal Controls, Payroll, Software Documentation, QuickBooks, Project Management, Finance, Account Reconciliation, Strategic Planning, Forecasting, Team Building, Time Management, Leadership, Accounts Receivable, Cash Management, Mergers & Acquisitions, Tax, Internal Audit, SEC filings, Sarbanes-Oxley Act, CPA, Corporate Finance, Training, Tax Preparation, Microsoft Excel, Great Plains Software, Financial Analysis, General Ledger, Hyperion Enterprise, Business Planning, Managerial Finance, Human Resources, Consolidation, Journal Entries, Peachtree, Cash Flow Forecasting
Education
Florida Atlantic University
BA
Series 27 License
Christene Main Christene Main's Advanced Financial Solutions, LLC Experience 2007 - 2010
Job Regional Director of Field SalesCentral at Extended Stay America
Industry Hospitality
Experience
Extended Stay America July 2015 - Present
Premier Management, Inc. October 2011 - July 2015
Pillar Hotels and Resorts September 2013 - September 2014
Pillar Hotels and Resorts (formerly Archon Hospitality) August 2012 - September 2013
Premier Management, Inc. October 2010 - October 2011
Advanced Financial Solutions, LLC 2007 - 2010
Flourish Magazine 2008 - 2009
The Cheesecake Factory 2001 - 2009
Skills
Customer Relations, Customer Service, Event Management, Event Planning, Team Building, Sales Management, Sales Support, Sales Operations, Hotel Management, Restaurant Management, Volunteer Management, Non-profit Development, Fundraising, Marketing, Social Media, Management
Education
Park University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Norfolk Sr. High
Extended Stay America July 2015 - Present
Premier Management, Inc. October 2011 - July 2015
Pillar Hotels and Resorts September 2013 - September 2014
Pillar Hotels and Resorts (formerly Archon Hospitality) August 2012 - September 2013
Premier Management, Inc. October 2010 - October 2011
Advanced Financial Solutions, LLC 2007 - 2010
Flourish Magazine 2008 - 2009
The Cheesecake Factory 2001 - 2009
Skills
Customer Relations, Customer Service, Event Management, Event Planning, Team Building, Sales Management, Sales Support, Sales Operations, Hotel Management, Restaurant Management, Volunteer Management, Non-profit Development, Fundraising, Marketing, Social Media, Management
Education
Park University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Norfolk Sr. High
Christina Lomas Christina Lomas's Advanced Financial Solutions, LLC Experience 1997 - Present
Job Vice President at Advanced Financial Solutions LLC
Industry Investment Management
Experience
Advanced Financial Solutions LLC 1997 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Securities, Asset Managment, Portfolio Management, Wealth Management, Retirement, Asset Allocation, Asset Management, Insurance, Strategic Planning, Entrepreneurship, Fixed Annuities, Risk Management, Finance, Series 63, Small Business, Strategy, Financial Planning, Financial Services
Education
University of Missouri-Kansas City 2002 — 2004
Economics
Avila University 2001 — 2001
Pre-Law
Longview Community College 1997 — 1999
Business Administration Pre-Law
Advanced Financial Solutions LLC 1997 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Securities, Asset Managment, Portfolio Management, Wealth Management, Retirement, Asset Allocation, Asset Management, Insurance, Strategic Planning, Entrepreneurship, Fixed Annuities, Risk Management, Finance, Series 63, Small Business, Strategy, Financial Planning, Financial Services
Education
University of Missouri-Kansas City 2002 — 2004
Economics
Avila University 2001 — 2001
Pre-Law
Longview Community College 1997 — 1999
Business Administration Pre-Law
Donna Eldridge Donna Eldridge's Advanced Financial Solutions, LLC Experience 2001 - 2007
Job Director at Intuitive Captive Solutions
Industry Entertainment
Experience
Intuitive Captive Solutions January 2013 - Present
Advisory Financial Group June 2012 - April 2013
Theatre Direct NY, Inc. February 2007 - October 2011
Advanced Financial Solutions, LLC 2001 - 2007
Equity Group Investments 1990 - 1993
Jack Eckerd Corporation 1987 - 1990
Arthur Andersen 1982 - 1987
Education
University of Florida - Warrington College of Business Administration 1978 — 1982
accounting
University of Florida
Intuitive Captive Solutions January 2013 - Present
Advisory Financial Group June 2012 - April 2013
Theatre Direct NY, Inc. February 2007 - October 2011
Advanced Financial Solutions, LLC 2001 - 2007
Equity Group Investments 1990 - 1993
Jack Eckerd Corporation 1987 - 1990
Arthur Andersen 1982 - 1987
Education
University of Florida - Warrington College of Business Administration 1978 — 1982
accounting
University of Florida
Norm Beck's Advanced Financial Solutions, LLC Experience August 1996 - October 2006
Job President at Beck & Associates, Inc
Industry Information Technology and Services
Experience
Beck & Associates, Inc October 2006 - Present
CSI 2008 - 2011
Advanced Financial Solutions, LLC August 1996 - October 2006
BancTec December 1987 - August 1996
NCR Corporation July 1984 - December 1987
Skills
Sales Management, SaaS, Strategic Planning, Project Management, Solution Selling, Account Management, New Business Development, Business Analysis, Strategy, Vendor Management
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
BSM, Finance
The Haverford School
Beck & Associates, Inc October 2006 - Present
CSI 2008 - 2011
Advanced Financial Solutions, LLC August 1996 - October 2006
BancTec December 1987 - August 1996
NCR Corporation July 1984 - December 1987
Skills
Sales Management, SaaS, Strategic Planning, Project Management, Solution Selling, Account Management, New Business Development, Business Analysis, Strategy, Vendor Management
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
BSM, Finance
The Haverford School
Nick Eleid's Advanced Financial Solutions, LLC Experience February 2009 - February 2011
Job Manager at Logisticore International Inc.
Industry Information Technology and Services
Experience
Logisticore International Inc. February 2010 - Present
Advanced Financial Solutions, LLC February 2009 - February 2011
Information Managment Systems January 2006 - January 2009
Education
George Brown College 1990 — 1992
Architectural Technology
Logisticore International Inc. February 2010 - Present
Advanced Financial Solutions, LLC February 2009 - February 2011
Information Managment Systems January 2006 - January 2009
Education
George Brown College 1990 — 1992
Architectural Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY