AIG Advisor Group
Description
Advisor Group is an Independent Broker-Dealer as of May 2016 as the result of AIG's sale of Advisor Group to Lightyear Capital, a private equity firm specializing in financial services investing, and PSP Investments. CEO: Jamie Price (Nov 14, 2016–) Subsidiaries: ROYAL ALLIANCE ASSOCIATES INC,
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AIG Advisor Group Employees
Employee
Years
Job
Industry
Justin L. Clark, CFP® Justin L. Clark, CFP®'s AIG Advisor Group Experience June 2006 - January 2009
Job Partner at Eagle Retirement Group
Industry Financial Services
Experience
Eagle Retirement Group, LLC February 2009 - Present
Eagle Retirement Group, LLC February 2009 - Present
AIG Advisor Group June 2006 - January 2009
The Legend Group August 2005 - July 2006
Skills
Financial Analysis, Insurance, Retirement, Investments, Retirement Planning, Series 7, Series 63, Certified Financial..., Strategic Financial..., Personal Financial..., Disability Insurance, Risk Management, Licensed Life Insurance..., Portfolio Management, Risk Analytics, General Insurance, iPhone, Securities, Finance, Financial Advisory, Wealth Management, Investment Advisory, Small Business, Mutual Funds
Education
Centenary College of Louisiana 1999 — 2004
B.S., Business/Finance
J.J. Pearce High School 1996 — 1999
High School/Secondary Diplomas and Certificates
Eagle Retirement Group, LLC February 2009 - Present
Eagle Retirement Group, LLC February 2009 - Present
AIG Advisor Group June 2006 - January 2009
The Legend Group August 2005 - July 2006
Skills
Financial Analysis, Insurance, Retirement, Investments, Retirement Planning, Series 7, Series 63, Certified Financial..., Strategic Financial..., Personal Financial..., Disability Insurance, Risk Management, Licensed Life Insurance..., Portfolio Management, Risk Analytics, General Insurance, iPhone, Securities, Finance, Financial Advisory, Wealth Management, Investment Advisory, Small Business, Mutual Funds
Education
Centenary College of Louisiana 1999 — 2004
B.S., Business/Finance
J.J. Pearce High School 1996 — 1999
High School/Secondary Diplomas and Certificates
Brian J Fernander Jr TEP's AIG Advisor Group Experience May 2013 - August 2013
Job eCommerce and Compliance Accountant at East Carolina University
Industry Accounting
Experience
East Carolina University May 2015 - Present
AIG Advisor Group May 2013 - August 2013
Cititrust International Inc. September 2007 - September 2012
Skills
Banking, Risk Management, Customer Service, Wealth Management, Portfolio Management, Asset Management, Credit, Trust Services, PCI DSS, Microsoft Excel, Financial Analysis, Strategic Financial..., Due Diligence, Securities, Equities, Financial Services, Finance, PowerPoint, Accounting, Microsoft Word, Budgets, Microsoft Office, Investments, Public Speaking, Marketing, Commercial Banking
Education
East Carolina University 2015 — 2016
Master of Science (MSc), Accounting
Elizabeth City State University 2012 — 2014
Bachelor of Science (B.Sc.), Accounting, 3.833
Nova Southeastern University 2006 — 2008
Bachelor of Arts (BA), Accounting
East Carolina University May 2015 - Present
AIG Advisor Group May 2013 - August 2013
Cititrust International Inc. September 2007 - September 2012
Skills
Banking, Risk Management, Customer Service, Wealth Management, Portfolio Management, Asset Management, Credit, Trust Services, PCI DSS, Microsoft Excel, Financial Analysis, Strategic Financial..., Due Diligence, Securities, Equities, Financial Services, Finance, PowerPoint, Accounting, Microsoft Word, Budgets, Microsoft Office, Investments, Public Speaking, Marketing, Commercial Banking
Education
East Carolina University 2015 — 2016
Master of Science (MSc), Accounting
Elizabeth City State University 2012 — 2014
Bachelor of Science (B.Sc.), Accounting, 3.833
Nova Southeastern University 2006 — 2008
Bachelor of Arts (BA), Accounting
C. Michael Long's AIG Advisor Group Experience 2001 - 2004
Job Financial Advisor
Industry Financial Services
Experience
Gold Coast Securities 2004 - Present
AIG Advisor Group 2001 - 2004
Sage Works 1999 - 2001
Skills
Estate Planning, Small Business, Retirement, Retirement Planning, Insurance, Public Speaking, Life Insurance, Management, Finance, Asset Protection, Risk Management, Financial Advisory, Strategic Planning, Hosting Events, Adventures, Referral Training, Adventure Travel, Sailing, Mountaineering, Slow Travel, Leadership, Financial Planning, Marketing
Education
Florida Southern College 1981 — 1985
BS, Political Science
Winter Park High School 1976 — 1978
Bachelor of Science (B.S.), Political Science and Government
Gold Coast Securities 2004 - Present
AIG Advisor Group 2001 - 2004
Sage Works 1999 - 2001
Skills
Estate Planning, Small Business, Retirement, Retirement Planning, Insurance, Public Speaking, Life Insurance, Management, Finance, Asset Protection, Risk Management, Financial Advisory, Strategic Planning, Hosting Events, Adventures, Referral Training, Adventure Travel, Sailing, Mountaineering, Slow Travel, Leadership, Financial Planning, Marketing
Education
Florida Southern College 1981 — 1985
BS, Political Science
Winter Park High School 1976 — 1978
Bachelor of Science (B.S.), Political Science and Government
Priyank Patel Priyank Patel's AIG Advisor Group Experience May 2014 - July 2014
Job Financial Analyst
Industry Financial Services
Experience
Ethicon, Inc. June 2015 - Present
Hudson Group June 2014 - October 2014
AIG Advisor Group May 2014 - July 2014
Actavis June 2013 - October 2013
Merchant Cash and Capital LLC March 2013 - May 2013
Indus American Bank March 2012 - March 2013
Velocity Freight Logistics February 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Morningstar, Bloomberg Software, Microsoft SQL Server, Microsoft Exchange, Access, QuickBooks, People Skills, Web Design, Visual C++, Customer Service, Accounting, Leadership, Cash Management, Loans, Microsoft Word, Investments, Financial Analysis, Banking, Adobe Acrobat, Lotus Notes, Outlook, PowerPoint, Credit, Accounts Receivable, Accounts Payable, Financial Reporting, SAP, Microsoft Office..., Data Entry, Payments, Deposits, Journal Entries, Motivated self-starter, Analysis, Data Analysis, Analytical Skills, Bank Secrecy Act, Bloomberg, Forecasting, Variance Analysis, Essbase, General Ledger, Time Management, Corporate Finance, Financial Accounting, Finance, Securities, Business Analysis
Education
William Paterson University 2010 — 2012
B.S, Business Administration/ Finance/Accounting
Bergen Community College 2007 — 2009
General B.S., Business Admin
Ethicon, Inc. June 2015 - Present
Hudson Group June 2014 - October 2014
AIG Advisor Group May 2014 - July 2014
Actavis June 2013 - October 2013
Merchant Cash and Capital LLC March 2013 - May 2013
Indus American Bank March 2012 - March 2013
Velocity Freight Logistics February 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Morningstar, Bloomberg Software, Microsoft SQL Server, Microsoft Exchange, Access, QuickBooks, People Skills, Web Design, Visual C++, Customer Service, Accounting, Leadership, Cash Management, Loans, Microsoft Word, Investments, Financial Analysis, Banking, Adobe Acrobat, Lotus Notes, Outlook, PowerPoint, Credit, Accounts Receivable, Accounts Payable, Financial Reporting, SAP, Microsoft Office..., Data Entry, Payments, Deposits, Journal Entries, Motivated self-starter, Analysis, Data Analysis, Analytical Skills, Bank Secrecy Act, Bloomberg, Forecasting, Variance Analysis, Essbase, General Ledger, Time Management, Corporate Finance, Financial Accounting, Finance, Securities, Business Analysis
Education
William Paterson University 2010 — 2012
B.S, Business Administration/ Finance/Accounting
Bergen Community College 2007 — 2009
General B.S., Business Admin
Kevin B's AIG Advisor Group Experience 2015 - 2015
Job Independent
Industry Management Consulting
Experience
UPS Supply Chain Solutions November 2014 - Present
VinaKom 2014 - Present
AIG Advisor Group 2015 - 2015
American Income Life 2012 - May 2014
Pillars November 2005 - January 2014
Kinetic Interactive Marketing Inc. August 2012 - January 2013
Teleperformance USA 2007 - 2008
R. Cashman Consulting 2005 - 2006
Skills
Leadership, Organizational..., Organization, Communication, Marketing Communications, Computer Proficiency, Community Outreach, Acting, Music, Dance, Singing, Exercise, Fast Learner, Work Ethic, Negotiation, Fundraising, Event Planning, Customer Service, Sales, Management
Education
Elmhurst College 2006 — 2008
Bachelor of Arts (B.A.), Psychology, Business, Theology
Taylor Univeristy 2001 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
UPS Supply Chain Solutions November 2014 - Present
VinaKom 2014 - Present
AIG Advisor Group 2015 - 2015
American Income Life 2012 - May 2014
Pillars November 2005 - January 2014
Kinetic Interactive Marketing Inc. August 2012 - January 2013
Teleperformance USA 2007 - 2008
R. Cashman Consulting 2005 - 2006
Skills
Leadership, Organizational..., Organization, Communication, Marketing Communications, Computer Proficiency, Community Outreach, Acting, Music, Dance, Singing, Exercise, Fast Learner, Work Ethic, Negotiation, Fundraising, Event Planning, Customer Service, Sales, Management
Education
Elmhurst College 2006 — 2008
Bachelor of Arts (B.A.), Psychology, Business, Theology
Taylor Univeristy 2001 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Deirdre Nesbitt Deirdre Nesbitt's AIG Advisor Group Experience 1998 - 2012
Job Technical Support Analyst/Resource Coordinator
Industry Financial Services
Experience
Air Conditioning Experts May 2015 - Present
CompuCom Systems August 2014 - April 2015
AIG Advisor Group 1998 - 2012
FSC Securities 1998 - 2012
Skills
Call Centers, Troubleshooting, Customer Service, Financial Services, Management, Integration, Analysis, Operating Systems, CRM, Disaster Recovery, Software Documentation, SharePoint, Windows, Microsoft Office, Time Management, Risk Management, Computer Hardware, Communication, Help Desk Support, Team Leadership, Process Improvement, Vendor Management, Networking, Visio, Outlook, Microsoft Excel, System Administration, Call Center, Problem Solving, Adobe Acrobat, Remote Access, Web Applications, QuickBase
Education
Global Leadership College 2014 — 2015
IT Project Management
Dekalb Technical College
Diploma, Microcomputer Specialist
Air Conditioning Experts May 2015 - Present
CompuCom Systems August 2014 - April 2015
AIG Advisor Group 1998 - 2012
FSC Securities 1998 - 2012
Skills
Call Centers, Troubleshooting, Customer Service, Financial Services, Management, Integration, Analysis, Operating Systems, CRM, Disaster Recovery, Software Documentation, SharePoint, Windows, Microsoft Office, Time Management, Risk Management, Computer Hardware, Communication, Help Desk Support, Team Leadership, Process Improvement, Vendor Management, Networking, Visio, Outlook, Microsoft Excel, System Administration, Call Center, Problem Solving, Adobe Acrobat, Remote Access, Web Applications, QuickBase
Education
Global Leadership College 2014 — 2015
IT Project Management
Dekalb Technical College
Diploma, Microcomputer Specialist
Pamela Houser Pamela Houser's AIG Advisor Group Experience August 2005 - August 2006
Job Client Administrator
Industry Investment Management
Experience
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Aaron Rosen, CFA's AIG Advisor Group Experience September 2012 - November 2014
Job Vice President, Research; Director of Due Diligence at Lucia Capital Group
Industry Investment Management
Experience
Lucia Capital Group November 2014 - Present
AIG Advisor Group September 2012 - November 2014
United Way of Metropolitan Atlanta February 2012 - September 2012
Brand October 2011 - January 2012
Irongate Capital Management, LLC June 2010 - September 2011
ICP Hedge Fund July 2008 - June 2010
Maestro August 2006 - July 2009
LCG Associates July 2005 - August 2006
Skills
Alternative Investments, Financial Modeling, Investments, Investment Management, Hedge Funds, Strategy, Valuation, Quantitative Analytics, Start-ups, Analysis, Asset Allocation, Investment Strategies, Competitive Analysis, Fixed Income, Equity Trading, Tactical Asset..., Performance Attribution, Qualitative Research, Entrepreneurship, Due Diligence
Education
Boston University 2001 — 2005
BSBA, Finance, Economics
Boston University - School of Management 2001 — 2005
BSBA, Finance
Lucia Capital Group November 2014 - Present
AIG Advisor Group September 2012 - November 2014
United Way of Metropolitan Atlanta February 2012 - September 2012
Brand October 2011 - January 2012
Irongate Capital Management, LLC June 2010 - September 2011
ICP Hedge Fund July 2008 - June 2010
Maestro August 2006 - July 2009
LCG Associates July 2005 - August 2006
Skills
Alternative Investments, Financial Modeling, Investments, Investment Management, Hedge Funds, Strategy, Valuation, Quantitative Analytics, Start-ups, Analysis, Asset Allocation, Investment Strategies, Competitive Analysis, Fixed Income, Equity Trading, Tactical Asset..., Performance Attribution, Qualitative Research, Entrepreneurship, Due Diligence
Education
Boston University 2001 — 2005
BSBA, Finance, Economics
Boston University - School of Management 2001 — 2005
BSBA, Finance
Darrell Moore, Attorney, CAMS's AIG Advisor Group Experience June 2003 - January 2007
Job Vice President, Global Financial Crimes, JP Morgan Chase
Industry Law Practice
Experience
JP Morgan Chase October 2013 - Present
NEXT Financial Group, Inc. February 2010 - October 2013
American Express October 2007 - September 2009
AIG Advisor Group June 2003 - January 2007
Skills
FINRA, Anti-fraud, AML, Series 24, Risk Management, Series 7, Securities, Equities, Investments, Asset Managment, Uniform Combined State..., Due Diligence, Series 65, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Securities Regulation, Legal Compliance, USA PATRIOT Act
Education
University of Houston Law Center 2010 — 2014
Juris Doctor, 3.28
George Mason University
BS, Finance
JP Morgan Chase October 2013 - Present
NEXT Financial Group, Inc. February 2010 - October 2013
American Express October 2007 - September 2009
AIG Advisor Group June 2003 - January 2007
Skills
FINRA, Anti-fraud, AML, Series 24, Risk Management, Series 7, Securities, Equities, Investments, Asset Managment, Uniform Combined State..., Due Diligence, Series 65, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Securities Regulation, Legal Compliance, USA PATRIOT Act
Education
University of Houston Law Center 2010 — 2014
Juris Doctor, 3.28
George Mason University
BS, Finance
Maria G. Moller Maria G. Moller's AIG Advisor Group Experience August 2003 - January 2005
Job Vice President, Regional Compliance Manager at Goldman Sachs
Industry Investment Management
Experience
Goldman, Sachs & Co. May 2015 - Present
Goldman, Sachs & Co. December 2013 - May 2015
Goldman, Sachs & Co. December 2010 - December 2013
Deutsche Bank Securities July 2010 - December 2010
Copenhagen Business School February 2010 - March 2010
Alfa Laval April 2009 - August 2009
Morgan Stanley January 2005 - August 2008
AIG Advisor Group August 2003 - January 2005
Skills
Wealth Management, Investments, Portfolio Management, Auditing, Compliance, Equity Trading, FX trading, Account Reconciliation, Research, Superior Client Service, Multi Tasking, Close Attention to..., Cash Management, Account Management
Education
Copenhagen Business School 2008 — 2009
MBA, MBA with focus on Leadership and Entrepreneurship
University of St. Thomas (TX) 2000 — 2002
BBA, Finance and Marketing
Goldman, Sachs & Co. May 2015 - Present
Goldman, Sachs & Co. December 2013 - May 2015
Goldman, Sachs & Co. December 2010 - December 2013
Deutsche Bank Securities July 2010 - December 2010
Copenhagen Business School February 2010 - March 2010
Alfa Laval April 2009 - August 2009
Morgan Stanley January 2005 - August 2008
AIG Advisor Group August 2003 - January 2005
Skills
Wealth Management, Investments, Portfolio Management, Auditing, Compliance, Equity Trading, FX trading, Account Reconciliation, Research, Superior Client Service, Multi Tasking, Close Attention to..., Cash Management, Account Management
Education
Copenhagen Business School 2008 — 2009
MBA, MBA with focus on Leadership and Entrepreneurship
University of St. Thomas (TX) 2000 — 2002
BBA, Finance and Marketing
Ariel Alberto Banos's AIG Advisor Group Experience May 2015 - Present
Job AIG Operations
Industry Financial Services
Experience
AIG Advisor Group May 2015 - Present
AIG Advisor Group June 2014 - May 2015
Sprint February 2014 - June 2014
TeleTech December 2013 - February 2014
Wells Fargo June 2011 - August 2013
Wells Fargo November 2010 - June 2011
JPMorgan Chase September 2005 - October 2010
Skills
Microsoft Word, Investments, Retail Banking, Private Banking, Relationship Management, Microsoft Excel, Microsoft Office, Office Management, Office Administration, Computer Repair, Computers, Banking, CRM, Sales, Management
Education
CUNY New York City College of Technology 2003 — 2006
Associates Degree, Micro Computer Business Systems
AIG Advisor Group May 2015 - Present
AIG Advisor Group June 2014 - May 2015
Sprint February 2014 - June 2014
TeleTech December 2013 - February 2014
Wells Fargo June 2011 - August 2013
Wells Fargo November 2010 - June 2011
JPMorgan Chase September 2005 - October 2010
Skills
Microsoft Word, Investments, Retail Banking, Private Banking, Relationship Management, Microsoft Excel, Microsoft Office, Office Management, Office Administration, Computer Repair, Computers, Banking, CRM, Sales, Management
Education
CUNY New York City College of Technology 2003 — 2006
Associates Degree, Micro Computer Business Systems
Aaron Somers's AIG Advisor Group Experience June 2014 - Present
Job Vice President, Advertising Compliance at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
Julie Peoples's AIG Advisor Group Experience December 2014 - Present
Job Assistant Vice President Center of Excellence at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
Caroline Mui Caroline Mui's AIG Advisor Group Experience November 2007 - April 2014
Job Regional Supervision Manager at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial, Inc. April 2014 - Present
AIG Advisor Group November 2007 - April 2014
Education
Arizona State University 2000 — 2003
B.S., Recreation Management
SagePoint Financial, Inc. April 2014 - Present
AIG Advisor Group November 2007 - April 2014
Education
Arizona State University 2000 — 2003
B.S., Recreation Management
Paul Kutanovski,CFP Paul Kutanovski,CFP's AIG Advisor Group Experience retirement planningField vice-presidentAmerican Express Financial AdvisorsApril 1985 - April 2005
Job Financial Advisor at Valic
Industry Financial Services
Experience
AIG Advisor Group retirement planningField vice-presidentAmerican Express Financial AdvisorsApril 1985 - April 2005
Skills
Investment Advisory, Wealth Management, Customer Service, Series 7, Insurance, Finance, Risk Management, Certified Financial..., Financial Analysis, Small Business, Retirement Planning, Business Planning, Uniform Combined State..., Series 63, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, 401k, Alternative Investments, Disability Insurance, ETFs, Estate Planning, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Strategies, Investments, Personal Financial..., Portfolio Management, Securities, Separately Managed..., Series 24, Series 6, Series 65, Strategic Financial..., Variable Annuities, Wealth, Financial Planning
Education
College for Financial Planning 1991 — 1993
certified financial planner, Financial Planning and Services
Missouri State University 1978 — 1982
Bachelor of Science (BS), Marketing/Marketing Management, General
AIG Advisor Group retirement planningField vice-presidentAmerican Express Financial AdvisorsApril 1985 - April 2005
Skills
Investment Advisory, Wealth Management, Customer Service, Series 7, Insurance, Finance, Risk Management, Certified Financial..., Financial Analysis, Small Business, Retirement Planning, Business Planning, Uniform Combined State..., Series 63, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, 401k, Alternative Investments, Disability Insurance, ETFs, Estate Planning, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investment Strategies, Investments, Personal Financial..., Portfolio Management, Securities, Separately Managed..., Series 24, Series 6, Series 65, Strategic Financial..., Variable Annuities, Wealth, Financial Planning
Education
College for Financial Planning 1991 — 1993
certified financial planner, Financial Planning and Services
Missouri State University 1978 — 1982
Bachelor of Science (BS), Marketing/Marketing Management, General
Aliya Qizilbash Aliya Qizilbash's AIG Advisor Group Experience July 2006 - April 2007
Job Licensed Real Estate Agent at TOWN Residential
Industry Real Estate
Experience
Town Residential December 2013 - Present
Independent Services 2009 - 2013
Merrill Lynch April 2007 - July 2008
AIG Advisor Group July 2006 - April 2007
American Express Financial Advisors/ Ameriprise November 2002 - July 2006
Sofitel Hotel August 2000 - October 2001
Tuna's Waterfront Grille May 1997 - August 2000
Skills
Leadership, Training, Team Building, Business Development, Leadership Development, Management, Marketing, Coaching, Sales Presentations, Sales, Start-ups, Project Planning, Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Event Planning, Build Strong..., Social Networking, Small Business, Financial Analysis, Real Estate
Education
Landmark Education 2009 — 2014
Florida International University
Masters of Science, Hospitality Management
Academy of Coaching and NLP 2010 — 2011
Certificate, NLP Coach
Florida International University 1996 — 1998
Bachelor of Science, Hospitality Management
Kinnaird College 1989 — 1993
Bachelor of Arts, Social Work, English Literature & Psychology
Town Residential December 2013 - Present
Independent Services 2009 - 2013
Merrill Lynch April 2007 - July 2008
AIG Advisor Group July 2006 - April 2007
American Express Financial Advisors/ Ameriprise November 2002 - July 2006
Sofitel Hotel August 2000 - October 2001
Tuna's Waterfront Grille May 1997 - August 2000
Skills
Leadership, Training, Team Building, Business Development, Leadership Development, Management, Marketing, Coaching, Sales Presentations, Sales, Start-ups, Project Planning, Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Event Planning, Build Strong..., Social Networking, Small Business, Financial Analysis, Real Estate
Education
Landmark Education 2009 — 2014
Florida International University
Masters of Science, Hospitality Management
Academy of Coaching and NLP 2010 — 2011
Certificate, NLP Coach
Florida International University 1996 — 1998
Bachelor of Science, Hospitality Management
Kinnaird College 1989 — 1993
Bachelor of Arts, Social Work, English Literature & Psychology
Lisa Villarreal Lisa Villarreal's AIG Advisor Group Experience July 2011 - August 2013
Job Managing Director, Advisor Services Risk & Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - April 2015
AIG Advisor Group July 2011 - August 2013
AIG Advisor Group August 2009 - July 2011
AIG Advisor Group August 2008 - August 2009
AIG Advisor Group October 2006 - August 2008
AIG Advisor Group April 2003 - October 2006
Skills
FINRA, Risk Management, Financial Services, Mutual Funds, Series 63, Series 7, Asset Management, Wealth Management, Series 24, Securities, AML, Due Diligence, Investment Advisory, Financial Advisory, Internal Audit, Project Management, Process Improvement, Policy Analysis, Compliance Management, Staff Development, Staff Management, Training & Development
Education
Arizona State University 1997 — 1999
Bachelor of Science, Business Marketing
Charles Schwab October 2013 - April 2015
AIG Advisor Group July 2011 - August 2013
AIG Advisor Group August 2009 - July 2011
AIG Advisor Group August 2008 - August 2009
AIG Advisor Group October 2006 - August 2008
AIG Advisor Group April 2003 - October 2006
Skills
FINRA, Risk Management, Financial Services, Mutual Funds, Series 63, Series 7, Asset Management, Wealth Management, Series 24, Securities, AML, Due Diligence, Investment Advisory, Financial Advisory, Internal Audit, Project Management, Process Improvement, Policy Analysis, Compliance Management, Staff Development, Staff Management, Training & Development
Education
Arizona State University 1997 — 1999
Bachelor of Science, Business Marketing
Joe Terry Joe Terry's AIG Advisor Group Experience March 2014 - Present
Job Chief Supervision Officer at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2014 - Present
Horace Mann August 2009 - February 2014
Horace Mann October 2008 - August 2009
Nationwide Insurance December 2005 - October 2008
Nationwide Insurance September 2004 - December 2005
Education
Indiana University - Kelley School of Business 2010 — 2011
MS, Strategic Management
Indiana University - Kelley School of Business 2008 — 2010
MBA
Westminster College (MO) 1998 — 2002
BA, Economics, Business Administration
AIG Advisor Group March 2014 - Present
Horace Mann August 2009 - February 2014
Horace Mann October 2008 - August 2009
Nationwide Insurance December 2005 - October 2008
Nationwide Insurance September 2004 - December 2005
Education
Indiana University - Kelley School of Business 2010 — 2011
MS, Strategic Management
Indiana University - Kelley School of Business 2008 — 2010
MBA
Westminster College (MO) 1998 — 2002
BA, Economics, Business Administration
Jeff Planty Jeff Planty's AIG Advisor Group Experience January 2008 - September 2011
Job Senior Vice President of Business Development at Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
Danny Saunders's AIG Advisor Group Experience December 2011 - Present
Job Senior Investment Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2011 - Present
SunTrust Investment Services, Inc. July 2005 - December 2011
Northwestern Mutual Investment Services 2004 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Strategic Planning, Retirement Planning, Series 63, Due Diligence, Product Development, CRPC, Analytical Reasoning, Tridion, SharePoint, Morningstar, Zephyr, Investment Strategies
Education
Florida State University 1998 — 2002
Bachelor of Science, Political Science
Gulf Breeze High School 1994 — 1998
HS Diploma
AIG Advisor Group December 2011 - Present
SunTrust Investment Services, Inc. July 2005 - December 2011
Northwestern Mutual Investment Services 2004 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Strategic Planning, Retirement Planning, Series 63, Due Diligence, Product Development, CRPC, Analytical Reasoning, Tridion, SharePoint, Morningstar, Zephyr, Investment Strategies
Education
Florida State University 1998 — 2002
Bachelor of Science, Political Science
Gulf Breeze High School 1994 — 1998
HS Diploma
Brian Nelson Brian Nelson's AIG Advisor Group Experience April 2015 - Present
Job Senior Vice President, Aquisition and Recruiting Strategy, AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
Clara Sierra's AIG Advisor Group Experience 2001 - 2007
Job Financial Services Senior Executive
Industry Financial Services
Experience
Sentinel Investments April 2007 - June 2014
Sentinel Investments 2007 - 2014
AIG Advisor Group 2001 - 2007
AllianceBernstein 1990 - 2002
Education
Fairleigh Dickinson University 1985 — 1990
of Fairleigh Dickinson University
a bachelor's degree, business management
Sentinel Investments April 2007 - June 2014
Sentinel Investments 2007 - 2014
AIG Advisor Group 2001 - 2007
AllianceBernstein 1990 - 2002
Education
Fairleigh Dickinson University 1985 — 1990
of Fairleigh Dickinson University
a bachelor's degree, business management
Rebecca Bales Rebecca Bales's AIG Advisor Group Experience 2003 - 2006
Job Director at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Heather Fitzenhagen's AIG Advisor Group Experience January 1995 - June 2003
Job Florida State Representative District 78
Industry Legislative Office
Experience
Florida State Representative District 78 January 2012 - Present
Condo and HOA Law Group 2008 - Present
Resolution Strategies LLC June 2005 - Present
AIG Advisor Group January 1995 - June 2003
Skills
Mediation, Civil Litigation, Arbitration, Securities, FINRA, Securities Regulation, Investments, Corporate Law, Estate Planning, Insurance, Public Speaking, Strategic Planning, Corporate Governance, Real Estate, Alternative Dispute..., AML, Wealth Management, Investment Advisory, Due Diligence, Contract Negotiation, Asset Managment, Strategic Financial..., Non-profits, Fundraising, Mutual Funds, Dispute Resolution, Litigation, Employment Law, Risk Management, Financial Risk, Policy, Asset Management, SEC, Securities Litigation, Series 63, Legal Research, Marketing, Nonprofits, Series 7
Education
Hollins University 1978 — 1982
Bachelor's degree, Political Science and Government
Harvard Mediation Program
certificate, Mediation Training
Nova Southeastern University—Shepard Broad Law Center
JD
Florida State Representative District 78 January 2012 - Present
Condo and HOA Law Group 2008 - Present
Resolution Strategies LLC June 2005 - Present
AIG Advisor Group January 1995 - June 2003
Skills
Mediation, Civil Litigation, Arbitration, Securities, FINRA, Securities Regulation, Investments, Corporate Law, Estate Planning, Insurance, Public Speaking, Strategic Planning, Corporate Governance, Real Estate, Alternative Dispute..., AML, Wealth Management, Investment Advisory, Due Diligence, Contract Negotiation, Asset Managment, Strategic Financial..., Non-profits, Fundraising, Mutual Funds, Dispute Resolution, Litigation, Employment Law, Risk Management, Financial Risk, Policy, Asset Management, SEC, Securities Litigation, Series 63, Legal Research, Marketing, Nonprofits, Series 7
Education
Hollins University 1978 — 1982
Bachelor's degree, Political Science and Government
Harvard Mediation Program
certificate, Mediation Training
Nova Southeastern University—Shepard Broad Law Center
JD
Stephanie Shafer's AIG Advisor Group Experience April 2005 - August 2008
Job Director of Transition at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
Nicholas Leone Nicholas Leone's AIG Advisor Group Experience 2003 - 2005
Job Owner, Global Fund Group, LLC
Industry Investment Management
Experience
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
Dru Ashcraft Dru Ashcraft's AIG Advisor Group Experience November 2014 - Present
Job Vice President, Regional Consultant at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
Mary Margaret Cooke Mary Margaret Cooke's AIG Advisor Group Experience June 2010 - July 2011
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Deborah Dumont, PMP Deborah Dumont, PMP's AIG Advisor Group Experience September 2002 - December 2004
Job Business Development Executive at ZDAAS LLC
Industry Information Technology and Services
Experience
ZDAAS LLC May 2015 - Present
Independent Business Consultant March 2014 - April 2015
FosterSoft, Inc. July 2012 - March 2014
Colorado State Park & Foothills Animal Shelter March 2010 - April 2012
First Allied Securities, Inc. (Advanced Equities Fiancial Corp.) April 2007 - October 2008
Ameriprise Financial Services, Inc. July 2006 - April 2007
Independent Financial Group LLC May 2005 - December 2005
AIG Advisor Group September 2002 - December 2004
Peregrine Systems September 2000 - May 2002
Litton Financial (LPL Financial) June 1999 - March 2000
Skills
Project Management, Recruiting, Business Strategy, Program Management, Mergers, Integration, Public Speaking, Business Development, Management, Strategy, Leadership Development, New Business Development, Coaching, Mergers & Acquisitions, Leadership, Project Planning, Marketing, Budgets, Human Resources, Process Improvement, Finance, Entrepreneurship, Customer Service, Business Process, Start-ups, Strategic Planning, Performance Management, Management Consulting, Sales, Vendor Management, Cross-functional Team..., Executive Management, Strategic Financial..., CRM, Team Leadership, Employee Relations, Analysis, Market Research, Time Management, Training, Operations Management, Team Building, Change Management, Interviews, Organizational..., Enterprise Software, Business Process..., Business Analysis, Data Analysis, Onboarding
Education
Red Rocks Community College 2012 — 2015
Associate's Degree
Colorado State University 2011 — 2011
Certification
University of California, San Diego 2006 — 2008
Certification
Virginia Commonwealth University 1974 — 1976
Studied
ZDAAS LLC May 2015 - Present
Independent Business Consultant March 2014 - April 2015
FosterSoft, Inc. July 2012 - March 2014
Colorado State Park & Foothills Animal Shelter March 2010 - April 2012
First Allied Securities, Inc. (Advanced Equities Fiancial Corp.) April 2007 - October 2008
Ameriprise Financial Services, Inc. July 2006 - April 2007
Independent Financial Group LLC May 2005 - December 2005
AIG Advisor Group September 2002 - December 2004
Peregrine Systems September 2000 - May 2002
Litton Financial (LPL Financial) June 1999 - March 2000
Skills
Project Management, Recruiting, Business Strategy, Program Management, Mergers, Integration, Public Speaking, Business Development, Management, Strategy, Leadership Development, New Business Development, Coaching, Mergers & Acquisitions, Leadership, Project Planning, Marketing, Budgets, Human Resources, Process Improvement, Finance, Entrepreneurship, Customer Service, Business Process, Start-ups, Strategic Planning, Performance Management, Management Consulting, Sales, Vendor Management, Cross-functional Team..., Executive Management, Strategic Financial..., CRM, Team Leadership, Employee Relations, Analysis, Market Research, Time Management, Training, Operations Management, Team Building, Change Management, Interviews, Organizational..., Enterprise Software, Business Process..., Business Analysis, Data Analysis, Onboarding
Education
Red Rocks Community College 2012 — 2015
Associate's Degree
Colorado State University 2011 — 2011
Certification
University of California, San Diego 2006 — 2008
Certification
Virginia Commonwealth University 1974 — 1976
Studied
Michael Silverio Michael Silverio's AIG Advisor Group Experience July 2007 - May 2010
Job Regional Director / Field OSJ at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group/FSC Securities Corporation August 2013 - Present
AIG Advisor Group/FSC Securities Corporation May 2010 - August 2013
AIG Advisor Group July 2007 - May 2010
SunTrust Bank July 2004 - July 2007
SunTrust Robinson Humphrey March 2001 - July 2004
Skills
Series 7, Securities, Mutual Funds, Equities, Investments, Investment Advisory, Options, Series 24, FINRA, Risk Management, Alternative Investments, Wealth Management, Fixed Income, Trading, Series 63, KYC, Global Teaming, Teaming, Business Coaching, Series 53, Series 4, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Managment
Emory University 1996 — 2000
BA, International Relations
Governors Academy 1994 — 1996
High School, High School
Nido de Aguilas - Santiago, Chile 1992 — 1994
High School, High School
AIG Advisor Group/FSC Securities Corporation August 2013 - Present
AIG Advisor Group/FSC Securities Corporation May 2010 - August 2013
AIG Advisor Group July 2007 - May 2010
SunTrust Bank July 2004 - July 2007
SunTrust Robinson Humphrey March 2001 - July 2004
Skills
Series 7, Securities, Mutual Funds, Equities, Investments, Investment Advisory, Options, Series 24, FINRA, Risk Management, Alternative Investments, Wealth Management, Fixed Income, Trading, Series 63, KYC, Global Teaming, Teaming, Business Coaching, Series 53, Series 4, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Managment
Emory University 1996 — 2000
BA, International Relations
Governors Academy 1994 — 1996
High School, High School
Nido de Aguilas - Santiago, Chile 1992 — 1994
High School, High School
Claudia (Germann) Saldana Claudia (Germann) Saldana's AIG Advisor Group Experience February 2015 - Present
Job Platform Manager, Investment Advisory Services at AIG Advisor Group
Industry Investment Management
Experience
AIG Advisor Group February 2015 - Present
AIG Advisor Group June 2011 - Present
Standard & Poor's August 2003 - May 2011
Skills
Mutual Funds, Financial Markets, Investments, Bloomberg, Hedge Funds, Equities, Risk Management, Equity Research, Financial Analysis, Financial Services, Business Analysis, Market Data, Finance
Education
Fordham University 1998 — 2002
B.S., Finance
AIG Advisor Group February 2015 - Present
AIG Advisor Group June 2011 - Present
Standard & Poor's August 2003 - May 2011
Skills
Mutual Funds, Financial Markets, Investments, Bloomberg, Hedge Funds, Equities, Risk Management, Equity Research, Financial Analysis, Financial Services, Business Analysis, Market Data, Finance
Education
Fordham University 1998 — 2002
B.S., Finance
Eric D. Weedon's AIG Advisor Group Experience August 2011 - September 2013
Job Missionary at Youth With A Mission
Industry Religious Institutions
Experience
Youth With A Mission (YWAM) September 2013 - Present
AIG Advisor Group August 2011 - September 2013
Charles Schwab November 2009 - June 2010
USAA February 2008 - September 2009
Countrywide Investments July 2007 - February 2008
USAA January 2005 - June 2007
Bank One/Self Employed September 2002 - January 2005
AllianceBernstein March 1994 - September 2002
Skills
Mutual Funds, Series 7, Series 63, Securities, Financial Services, Portfolio Management, Asset Allocation, FINRA, Insurance, Series 24, Wealth Management, Retirement Planning, Series 65, Equities, Investment Advisory, Retirement, Fixed Annuities, 401k, Uniform Combined State..., Investment Strategies, Alternative Investments, Financial Risk, Audio Engineering, Audio Mixing, Video Editing
Education
American Public University System 2008 — 2011
MBA, Finance
Muhlenberg College 1989 — 1993
Business, Management
Youth With A Mission (YWAM) September 2013 - Present
AIG Advisor Group August 2011 - September 2013
Charles Schwab November 2009 - June 2010
USAA February 2008 - September 2009
Countrywide Investments July 2007 - February 2008
USAA January 2005 - June 2007
Bank One/Self Employed September 2002 - January 2005
AllianceBernstein March 1994 - September 2002
Skills
Mutual Funds, Series 7, Series 63, Securities, Financial Services, Portfolio Management, Asset Allocation, FINRA, Insurance, Series 24, Wealth Management, Retirement Planning, Series 65, Equities, Investment Advisory, Retirement, Fixed Annuities, 401k, Uniform Combined State..., Investment Strategies, Alternative Investments, Financial Risk, Audio Engineering, Audio Mixing, Video Editing
Education
American Public University System 2008 — 2011
MBA, Finance
Muhlenberg College 1989 — 1993
Business, Management
Jay Yamamoto Jay Yamamoto's AIG Advisor Group Experience September 2001 - December 2010
Job Corporate and Securities Attorney in Manhattan, NY
Industry Law Practice
Experience
Sichenzia Ross Friedman Ference LLP January 2011 - Present
JSBarkats PLLC July 2010 - January 2011
AIG Advisor Group September 2001 - December 2010
John Jay Legal Services May 2007 - March 2010
JCO Tax Services September 2001 - May 2009
Hodgson Russ LLP May 2008 - August 2008
Skills
General Corporate Law, Securities Law, Corporate Finance Law, Finance, Securities Regulation, Corporate Finance, Corporate Law, Mergers, Mergers & Acquisitions, Corporate Governance, Securities, Private Equity
Education
Pace University School of Law 2004 — 2009
J.D., Law
Colgate University 1997 — 2001
Bachelor of Arts (B.A.)
Sichenzia Ross Friedman Ference LLP January 2011 - Present
JSBarkats PLLC July 2010 - January 2011
AIG Advisor Group September 2001 - December 2010
John Jay Legal Services May 2007 - March 2010
JCO Tax Services September 2001 - May 2009
Hodgson Russ LLP May 2008 - August 2008
Skills
General Corporate Law, Securities Law, Corporate Finance Law, Finance, Securities Regulation, Corporate Finance, Corporate Law, Mergers, Mergers & Acquisitions, Corporate Governance, Securities, Private Equity
Education
Pace University School of Law 2004 — 2009
J.D., Law
Colgate University 1997 — 2001
Bachelor of Arts (B.A.)
Kevin Priddy Kevin Priddy's AIG Advisor Group Experience February 2003 - August 2004
Job President, CEO of EliteProNet, Inc
Industry Construction
Experience
EliteProNet November 2008 - Present
Priddy Concrete Construction, LLC August 2004 - December 2010
AIG Advisor Group February 2003 - August 2004
Morgan Stanley April 1999 - February 2003
Skills
Business Planning, Public Speaking, Construction, Contractors, Management Consulting, Consulting, New Business Development, Negotiation, Management, Small Business, Start-ups, Entrepreneurship, Sales, Sales Management, Direct Sales, Marketing Strategy, Contract Negotiation, Customer Service, Project Management, Networking, Construction Management, Business Development, Marketing, Leadership, Contract Management, Team Building, Budgets, Operations Management, Account Management, Lead Generation, Social Media Marketing, Cold Calling, Process Scheduler, Selling, Social Networking, Email Marketing, Direct Marketing, Executive Management, Strategic Partnerships, Strategy, Advertising, B2B, Sales Process, Strategic Planning, Online Marketing, CRM, Business Strategy, P&L Management, Public Relations, Franchising
Education
Florida Atlantic University 2003 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 1997 — 2001
Bachelor of Arts (B.A.), Finance & Real Estate
Palm Beach State College 1997 — 1998
AA, Business, Undergrade / Dual Enrollment Studies
EliteProNet November 2008 - Present
Priddy Concrete Construction, LLC August 2004 - December 2010
AIG Advisor Group February 2003 - August 2004
Morgan Stanley April 1999 - February 2003
Skills
Business Planning, Public Speaking, Construction, Contractors, Management Consulting, Consulting, New Business Development, Negotiation, Management, Small Business, Start-ups, Entrepreneurship, Sales, Sales Management, Direct Sales, Marketing Strategy, Contract Negotiation, Customer Service, Project Management, Networking, Construction Management, Business Development, Marketing, Leadership, Contract Management, Team Building, Budgets, Operations Management, Account Management, Lead Generation, Social Media Marketing, Cold Calling, Process Scheduler, Selling, Social Networking, Email Marketing, Direct Marketing, Executive Management, Strategic Partnerships, Strategy, Advertising, B2B, Sales Process, Strategic Planning, Online Marketing, CRM, Business Strategy, P&L Management, Public Relations, Franchising
Education
Florida Atlantic University 2003 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 1997 — 2001
Bachelor of Arts (B.A.), Finance & Real Estate
Palm Beach State College 1997 — 1998
AA, Business, Undergrade / Dual Enrollment Studies
COLLEEN QUIRK-MOOERS COLLEEN QUIRK-MOOERS's AIG Advisor Group Experience Independent BrokerNational Agents AllianceFebruary 2015 - Present
Job Independent Broker at National Agents Alliance
Industry Insurance
Experience
AIG Advisor Group Independent BrokerNational Agents AllianceFebruary 2015 - Present
PEDIATRIC HEALTHCARE ALLIANCE November 2000 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Management, Insurance, Sales, Sales Management, Strategic Planning, Team Building
Education
Florida Southern College 2012 — 2014
Cert Medical Tech, GPA 4.0
University of Massachusetts Boston 1981 — 1985
Bachelor's Degree, Accounting and Business/Management, GPA 3.75
AIG Advisor Group Independent BrokerNational Agents AllianceFebruary 2015 - Present
PEDIATRIC HEALTHCARE ALLIANCE November 2000 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Management, Insurance, Sales, Sales Management, Strategic Planning, Team Building
Education
Florida Southern College 2012 — 2014
Cert Medical Tech, GPA 4.0
University of Massachusetts Boston 1981 — 1985
Bachelor's Degree, Accounting and Business/Management, GPA 3.75
Norma Ciani Norma Ciani's AIG Advisor Group Experience 2000 - 2005
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
CIGNA 2012 - Present
Metalogic September 2000 - September 2010
AIG Advisor Group 2000 - 2005
Skills
Wellness, Fitness, Wellness Coaching, Personal Training, Nutrition, Healthcare, Fitness Training, Strength Training, Health Education, HIPAA, Lifestyle, Holistic Health
Education
Imperial Valley College 1975 — 1978
Accounting
Instituto Politécnico Nacional 1960 — 1966
Accounting
CIGNA 2012 - Present
Metalogic September 2000 - September 2010
AIG Advisor Group 2000 - 2005
Skills
Wellness, Fitness, Wellness Coaching, Personal Training, Nutrition, Healthcare, Fitness Training, Strength Training, Health Education, HIPAA, Lifestyle, Holistic Health
Education
Imperial Valley College 1975 — 1978
Accounting
Instituto Politécnico Nacional 1960 — 1966
Accounting
Brenda Whitlock Ghosh Brenda Whitlock Ghosh's AIG Advisor Group Experience March 2008 - October 2013
Job Senior Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. November 2013 - Present
AIG Advisor Group March 2008 - October 2013
AIG Advisor Group February 2007 - March 2008
Skills
Compliance Audits, Investment Advisory, Investments, Securities Regulation, Management, Series 7, Series 24, Series 63, Series 66, Advertising Regulation, Social Media..., MSRB Rules
Education
Arizona State University
MA
Chandler High School
University of Arizona
BA
Charles Schwab & Co., Inc. November 2013 - Present
AIG Advisor Group March 2008 - October 2013
AIG Advisor Group February 2007 - March 2008
Skills
Compliance Audits, Investment Advisory, Investments, Securities Regulation, Management, Series 7, Series 24, Series 63, Series 66, Advertising Regulation, Social Media..., MSRB Rules
Education
Arizona State University
MA
Chandler High School
University of Arizona
BA
Paul Cotofana's AIG Advisor Group Experience July 2014 - Present
Job Regional Supervision Manager at SagePoint Financial
Industry Financial Services
Experience
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
Dan Stefan Dan Stefan's AIG Advisor Group Experience August 2011 - June 2012
Job Test Engineer at Apriva
Industry Information Technology and Services
Experience
Apriva January 2014 - Present
OdysseyWare, Inc. / GlynLyon June 2012 - January 2014
AIG Advisor Group August 2011 - June 2012
Livingston International July 1996 - July 2011
Skills
Requirements Analysis, Business Analysis, SQL, SDLC, Microsoft SQL Server, Software Project..., SharePoint, Oracle, Visio, Data Warehousing, User Acceptance Testing, Database Design, Agile Methodologies, XML, Requirements Gathering, Databases, Unix, Systems Analysis, Web Services, Quality Center, Software Development, Software Documentation, Testing, HP Quality Center
Education
Academia de Studii Economice din Bucuresti 1978 — 1982
Bachelors Degree, Business Administration and Computer Science – Bucharest, Romania
Apriva January 2014 - Present
OdysseyWare, Inc. / GlynLyon June 2012 - January 2014
AIG Advisor Group August 2011 - June 2012
Livingston International July 1996 - July 2011
Skills
Requirements Analysis, Business Analysis, SQL, SDLC, Microsoft SQL Server, Software Project..., SharePoint, Oracle, Visio, Data Warehousing, User Acceptance Testing, Database Design, Agile Methodologies, XML, Requirements Gathering, Databases, Unix, Systems Analysis, Web Services, Quality Center, Software Development, Software Documentation, Testing, HP Quality Center
Education
Academia de Studii Economice din Bucuresti 1978 — 1982
Bachelors Degree, Business Administration and Computer Science – Bucharest, Romania
Greg Curley Greg Curley's AIG Advisor Group Experience June 1998 - Present
Job Counsel at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 1998 - Present
Law Offices of Joseph D'Elia, Esq. September 1994 - June 1998
Skills
Securities Regulation, Securities, FINRA, Corporate Law, Series 7, Corporate Governance, Series 24, Investment Advisory, Estate Planning, Mutual Funds, Securities Litigation, Litigation, AML, Arbitration
Education
Creighton University School of Law 1991 — 1994
Doctor of Law (JD)
Fairfield University 1987 — 1991
Bachelor's degree, English
AIG Advisor Group June 1998 - Present
Law Offices of Joseph D'Elia, Esq. September 1994 - June 1998
Skills
Securities Regulation, Securities, FINRA, Corporate Law, Series 7, Corporate Governance, Series 24, Investment Advisory, Estate Planning, Mutual Funds, Securities Litigation, Litigation, AML, Arbitration
Education
Creighton University School of Law 1991 — 1994
Doctor of Law (JD)
Fairfield University 1987 — 1991
Bachelor's degree, English
Charlie Waterman, CFA Charlie Waterman, CFA's AIG Advisor Group Experience March 2010 - April 2012
Job Due Diligence Manager at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners May 2012 - Present
AIG Advisor Group March 2010 - April 2012
Emerginvest.com January 2007 - December 2010
Rydex Investments August 2008 - February 2010
TriageConsulting Group August 2006 - July 2008
Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling
Education
Emory University 2002 — 2006
Bachelor of Arts, Mathematics/Economics
St. Andrew's Episcopal School 1998 — 2002
Franklin Square Capital Partners May 2012 - Present
AIG Advisor Group March 2010 - April 2012
Emerginvest.com January 2007 - December 2010
Rydex Investments August 2008 - February 2010
TriageConsulting Group August 2006 - July 2008
Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling
Education
Emory University 2002 — 2006
Bachelor of Arts, Mathematics/Economics
St. Andrew's Episcopal School 1998 — 2002
Brett Ishler Brett Ishler's AIG Advisor Group Experience August 2005 - May 2007
Job Entrepreneur and Investor
Industry Financial Services
Experience
BAI Consulting May 2007 - Present
AIG Advisor Group August 2005 - May 2007
John Hancock Financial July 2002 - August 2004
AIG SunAmerica January 1999 - June 2002
Skills
Management, Investments, Alternative Investments, Investment Advisory, Insurance, Marketing Strategy, Marketing Communications, Photography, Digital Photography, Lightroom, Fine Art Photography, Financial Advisory, Wealth Management, Portfolio Management, Networking, Financial Services, Marketing, Small Business
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
BBA, Marketing, International Business, Finance and English
Huntsville
BAI Consulting May 2007 - Present
AIG Advisor Group August 2005 - May 2007
John Hancock Financial July 2002 - August 2004
AIG SunAmerica January 1999 - June 2002
Skills
Management, Investments, Alternative Investments, Investment Advisory, Insurance, Marketing Strategy, Marketing Communications, Photography, Digital Photography, Lightroom, Fine Art Photography, Financial Advisory, Wealth Management, Portfolio Management, Networking, Financial Services, Marketing, Small Business
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1994
BBA, Marketing, International Business, Finance and English
Huntsville
Joseph Billitteri Joseph Billitteri's AIG Advisor Group Experience 1981 - 1996
Job Senior Broker Associate at Premier Commercial Realty
Industry Commercial Real Estate
Experience
Premier Commecial Realty 2001 - Present
Quality Craft Fire & Flood 1996 - 2001
AIG Advisor Group 1981 - 1996
Skills
Brokerage, Real Estate, Leases, Real Estate Investment, Tenant, Investments, Investment Properties, Site Selection, Real Estate Transactions, Location Intelligence, Real Estate Development, Disposition, Corporate Real Estate, Landlord, Commercial Real Estate, Landlords, Real Property, Real Estate Financing, Foreclosures, REO, Real Estate Economics, Investors, Apartments
Education
DePaul University 1987 — 1988
General
Premier Commecial Realty 2001 - Present
Quality Craft Fire & Flood 1996 - 2001
AIG Advisor Group 1981 - 1996
Skills
Brokerage, Real Estate, Leases, Real Estate Investment, Tenant, Investments, Investment Properties, Site Selection, Real Estate Transactions, Location Intelligence, Real Estate Development, Disposition, Corporate Real Estate, Landlord, Commercial Real Estate, Landlords, Real Property, Real Estate Financing, Foreclosures, REO, Real Estate Economics, Investors, Apartments
Education
DePaul University 1987 — 1988
General
Larry Roth's AIG Advisor Group Experience January 2006 - September 2013
Job CEO at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group May 2014 - Present
Realty Capital Securities September 2013 - May 2014
AIG Advisor Group January 2006 - September 2013
Berkshire Capital Corporation January 2001 - December 2005
ING Advisor Group June 1991 - December 2000
Skills
Private Equity, Valuation, Corporate Finance, Financial Services, Strategic Financial..., Asset Allocation, Alternative Investments, Investments, Venture Capital, Investment Advisory, Financial Advisory, Series 7, Wealth Management, Due Diligence, Mutual Funds, Asset Managment, Strategic Planning, Portfolio Management, Equities, Asset Management, Securities, Executive Management, Start-ups, Hedge Funds, Investment Strategies
Education
Harvard Business School
OPM-24
University of Detroit Mercy School of Law
JD
Michigan State University
BA, Accounting & FInance
Cetera Financial Group May 2014 - Present
Realty Capital Securities September 2013 - May 2014
AIG Advisor Group January 2006 - September 2013
Berkshire Capital Corporation January 2001 - December 2005
ING Advisor Group June 1991 - December 2000
Skills
Private Equity, Valuation, Corporate Finance, Financial Services, Strategic Financial..., Asset Allocation, Alternative Investments, Investments, Venture Capital, Investment Advisory, Financial Advisory, Series 7, Wealth Management, Due Diligence, Mutual Funds, Asset Managment, Strategic Planning, Portfolio Management, Equities, Asset Management, Securities, Executive Management, Start-ups, Hedge Funds, Investment Strategies
Education
Harvard Business School
OPM-24
University of Detroit Mercy School of Law
JD
Michigan State University
BA, Accounting & FInance
Sally Calongne's AIG Advisor Group Experience 2003 - 2005
Job Babolat Rep for North Texas and Louisiana
Industry Sporting Goods
Experience
Babolat June 2014 - Present
Match Point Tennis & Fitness Boutique November 2010 - Present
Design Drafting Services December 2008 - June 2010
Levine School of Music August 2005 - November 2008
AIG Advisor Group 2003 - 2005
Edward Jones 2001 - 2003
Louisiana State University 1997 - 2001
Skills
Insurance, Strategic Financial..., Investments, Strategic Planning, Marketing, Microsoft Excel, Retirement Planning, Fundraising, Customer Service, Business Development, Project Management
Education
Louisiana State University 1997 — 2000
MBA, Finance
Louisiana State University 1995 — 1997
MS, Kinesiology/Biomechanics
Centenary College of Louisiana 1991 — 1995
BS, Physics
Babolat June 2014 - Present
Match Point Tennis & Fitness Boutique November 2010 - Present
Design Drafting Services December 2008 - June 2010
Levine School of Music August 2005 - November 2008
AIG Advisor Group 2003 - 2005
Edward Jones 2001 - 2003
Louisiana State University 1997 - 2001
Skills
Insurance, Strategic Financial..., Investments, Strategic Planning, Marketing, Microsoft Excel, Retirement Planning, Fundraising, Customer Service, Business Development, Project Management
Education
Louisiana State University 1997 — 2000
MBA, Finance
Louisiana State University 1995 — 1997
MS, Kinesiology/Biomechanics
Centenary College of Louisiana 1991 — 1995
BS, Physics
Brian Serle Brian Serle's AIG Advisor Group Experience November 2013 - July 2014
Job RiverSource Distributors (Ameriprise)
Industry Insurance
Experience
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Matthew Schlueter Matthew Schlueter's AIG Advisor Group Experience April 2015 - Present
Job Chief Operating Officer at AIG Advisor Group
Industry Financial Services
Experience
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Rodney R. Stephenson's AIG Advisor Group Experience November 1997 - June 2003
Job Business Development & Operations Leader | Consultant
Industry Information Technology and Services
Experience
Nelson Mullins February 2013 - August 2015
Silver Screen Trials August 2010 - February 2013
Greenberg Traurig, LLP February 2009 - May 2010
John Wieland Homes and Neighborhoods November 2007 - December 2008
Hope Funding June 2005 - October 2007
Wilmington Finance June 2003 - June 2005
AIG Advisor Group November 1997 - June 2003
Georgia Department of Audits and Accounts August 1996 - November 1997
Skills
Trials, Litigation Support, Courts, Litigation, Legal Research, Training, Management, Troubleshooting, Leadership, Document Review, Document Management, Commercial Litigation, Editing, Video Editing, Arbitration, Analysis, Patent Litigation, Computer Graphics, Budgets, Corporate Law, Intellectual Property, Videographer, Sales, Case Management, Case Managment, Strategy, Program Management, Trial Preparation, Business Modeling, Operations Management, Team Leadership, Strategic Planning, Business Development, Account Management, Process Improvement, Performance Management, SOP Development, KPI Implementation, Project Management, Technology..., Conflict Resolution, Risk Management, Marketing, Budgeting, Forecasting, P&L, Business Analysis, Legal Compliance, Public Speaking
Education
Clemson University
Bachelor of Science, Financial Management
Arizona State University
Masters, Business Administration
Nelson Mullins February 2013 - August 2015
Silver Screen Trials August 2010 - February 2013
Greenberg Traurig, LLP February 2009 - May 2010
John Wieland Homes and Neighborhoods November 2007 - December 2008
Hope Funding June 2005 - October 2007
Wilmington Finance June 2003 - June 2005
AIG Advisor Group November 1997 - June 2003
Georgia Department of Audits and Accounts August 1996 - November 1997
Skills
Trials, Litigation Support, Courts, Litigation, Legal Research, Training, Management, Troubleshooting, Leadership, Document Review, Document Management, Commercial Litigation, Editing, Video Editing, Arbitration, Analysis, Patent Litigation, Computer Graphics, Budgets, Corporate Law, Intellectual Property, Videographer, Sales, Case Management, Case Managment, Strategy, Program Management, Trial Preparation, Business Modeling, Operations Management, Team Leadership, Strategic Planning, Business Development, Account Management, Process Improvement, Performance Management, SOP Development, KPI Implementation, Project Management, Technology..., Conflict Resolution, Risk Management, Marketing, Budgeting, Forecasting, P&L, Business Analysis, Legal Compliance, Public Speaking
Education
Clemson University
Bachelor of Science, Financial Management
Arizona State University
Masters, Business Administration
Lawrence Nixon Lawrence Nixon's AIG Advisor Group Experience October 2011 - Present
Job Business Analyst Associate at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2011 - Present
AIG Advisor Group August 2009 - September 2011
AIG Advisor Group June 2008 - July 2009
Skills
SDLC, Business Analysis, Financial Services, Visio, Process Improvement, Requirements Gathering, Business Requirements, Insurance, Risk Management, Mutual Funds, Software Documentation, Securities, Series 7, Requirements Analysis, SharePoint, Quality Auditing, Finance, Microsoft Office, Portfolio Management
Education
City University of New York-Brooklyn College 2005 — 2010
Bachelor of Arts (BA), Business/Corporate Communications
AIG Advisor Group October 2011 - Present
AIG Advisor Group August 2009 - September 2011
AIG Advisor Group June 2008 - July 2009
Skills
SDLC, Business Analysis, Financial Services, Visio, Process Improvement, Requirements Gathering, Business Requirements, Insurance, Risk Management, Mutual Funds, Software Documentation, Securities, Series 7, Requirements Analysis, SharePoint, Quality Auditing, Finance, Microsoft Office, Portfolio Management
Education
City University of New York-Brooklyn College 2005 — 2010
Bachelor of Arts (BA), Business/Corporate Communications
Melody A. Massey's AIG Advisor Group Experience February 2010 - December 2013
Job Operations Specialist at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2014 - Present
AIG Advisor Group February 2010 - December 2013
Westminster Securities Corporation March 2004 - February 2009
Equitable/ Lehman Bros/Axa Advisors/Jefferies January 2001 - March 2004
Skills
Brokerage, Financial Services, Front to Back Office, Back Office, Customer Service, Office Support, Operating Systems, Electronic Funds..., Data Analysis, Compliance, Opening New Accounts, Clearing Houses, Compensation & Benefit, Deferred Compensation, AML, KYC
Education
Berkeley College 1998 — 1999
Fashion Merchandising
Princess Anne High School 1995 — 1996
High School, General
Advisors Capital Management September 2014 - Present
AIG Advisor Group February 2010 - December 2013
Westminster Securities Corporation March 2004 - February 2009
Equitable/ Lehman Bros/Axa Advisors/Jefferies January 2001 - March 2004
Skills
Brokerage, Financial Services, Front to Back Office, Back Office, Customer Service, Office Support, Operating Systems, Electronic Funds..., Data Analysis, Compliance, Opening New Accounts, Clearing Houses, Compensation & Benefit, Deferred Compensation, AML, KYC
Education
Berkeley College 1998 — 1999
Fashion Merchandising
Princess Anne High School 1995 — 1996
High School, General
Jennifer Johansen Jennifer Johansen's AIG Advisor Group Experience May 2015 - Present
Job Training Administrator at AIG Advisor Group
Industry E-Learning
Experience
AIG Advisor Group May 2015 - Present
NYSE Governance Services February 2013 - April 2015
NYSE Governance Services March 2012 - February 2013
Aries Technology, Inc. May 2007 - March 2012
Skills
E-Learning, Learning Management..., Salesforce.com, Learning Management, Project Management, Instructional Design, Training, Governance, Blended Learning, Corporate Governance, Account Management, Leadership, Management, Customer Service, CRM, Team Building, Microsoft Office, Program Management
Education
Arizona State University 2006 — 2009
Bachelor of Arts, Psychology, Summa Cum Laude
AIG Advisor Group May 2015 - Present
NYSE Governance Services February 2013 - April 2015
NYSE Governance Services March 2012 - February 2013
Aries Technology, Inc. May 2007 - March 2012
Skills
E-Learning, Learning Management..., Salesforce.com, Learning Management, Project Management, Instructional Design, Training, Governance, Blended Learning, Corporate Governance, Account Management, Leadership, Management, Customer Service, CRM, Team Building, Microsoft Office, Program Management
Education
Arizona State University 2006 — 2009
Bachelor of Arts, Psychology, Summa Cum Laude
Anthony Cavataio's AIG Advisor Group Experience December 2010 - Present
Job Director, Advisor Facing Services
Industry Financial Services
Experience
AIG Advisor Group December 2010 - Present
BB&T November 2009 - November 2010
Vanguard December 2007 - October 2009
AIG FINANCIAL ADVISORS May 2006 - December 2007
AIG FINANCIAL ADVISORS August 2005 - May 2006
AIG FINANCIAL ADVISORS August 2003 - August 2005
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Investments, Uniform Combined State..., Leadership, Mutual Funds, Securities, Management, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
AIG Advisor Group December 2010 - Present
BB&T November 2009 - November 2010
Vanguard December 2007 - October 2009
AIG FINANCIAL ADVISORS May 2006 - December 2007
AIG FINANCIAL ADVISORS August 2005 - May 2006
AIG FINANCIAL ADVISORS August 2003 - August 2005
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Investments, Uniform Combined State..., Leadership, Mutual Funds, Securities, Management, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
Raymond V. Hayes, Jr. MBA, MS, FLMI's AIG Advisor Group Experience April 2015 - Present
Job Operations Processor II at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
AIG Advisor Group April 2015 - Present
Infosys McCamish Systems April 2014 - April 2015
Infosys McCamish Systems June 2012 - April 2014
Direct General Insurance December 2010 - June 2012
US Census Bureau 2009 - 2009
Citi Smith Barney November 2006 - December 2008
Stanford Group Company June 2006 - August 2006
Etrade Financial 2004 - 2006
AXA Advisors October 2003 - March 2004
TD Waterhouse 1996 - 2003
Skills
Life & Health Licenses, Series 65, RIAs, Portfolio Management, Financial Services, Series 7, Finance, Insurance, FINRA, Investment Management, Certified Financial..., Management, Leadership, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Securities, Banking, Strategic Planning, Mutual Funds, Investments, Asset Management, Financial Planning, Fixed Annuities, Fixed Income
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
MS, Personal Financial Planning
Mercer University - Stetson School of Business and Economics 2003 — 2005
MBA, Business
Morehouse College 1990 — 1995
BA, Business
Stratford Senior High 1986 — 1990
H.S. Diploma
Alexis Schumann Wherry Alexis Schumann Wherry's AIG Advisor Group Experience April 2014 - Present
Job Regulatory Affairs AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
Brenda Davis, MS, MBA's AIG Advisor Group Experience July 2007 - September 2011
Job Safekeeping Operations Specialist II at Federal Home Loan Bank Atlanta
Industry Banking
Experience
Federal Home Loan Bank - Atlanta December 2011 - Present
AIG Advisor Group July 2007 - September 2011
PRGX Global, Inc February 2002 - December 2006
Skills
Analysis, Training, Banking, Management, Finance, Securities, Mutual Funds, Financial Services, Strategic Planning, Microsoft Office, Public Relations, Internal Communications, Writing, Media Relations, SharePoint, Dissertation Editor, Ghostwriter
Education
University of Maryland University College
MBA, Business Administration
University of Maryland University College
Master of Science, Management - Public Relations
Alabama State University
Bachelor of Arts, Communications - Radio/Television
Benjamin E. Banneker High School
Federal Home Loan Bank - Atlanta December 2011 - Present
AIG Advisor Group July 2007 - September 2011
PRGX Global, Inc February 2002 - December 2006
Skills
Analysis, Training, Banking, Management, Finance, Securities, Mutual Funds, Financial Services, Strategic Planning, Microsoft Office, Public Relations, Internal Communications, Writing, Media Relations, SharePoint, Dissertation Editor, Ghostwriter
Education
University of Maryland University College
MBA, Business Administration
University of Maryland University College
Master of Science, Management - Public Relations
Alabama State University
Bachelor of Arts, Communications - Radio/Television
Benjamin E. Banneker High School
John Gelso's AIG Advisor Group Experience January 2011 - Present
Job Website Content Manager
Industry Financial Services
Experience
AIG Advisor Group January 2011 - Present
AIG Advisor Group January 2004 - December 2010
FSC Securities January 2000 - December 2003
FSC Securities July 1998 - December 1999
HD Brous & Co Inc. June 1996 - February 1998
Alliance Entertainment, Inc. May 1994 - January 1996
MMS Records Group April 1994 - September 1994
Skills
Content Management, Content Strategy, Content Development, Business Analysis, Process Improvement, Usability, User Experience, Digital Marketing, Online Advertising, ASP, Adobe Creative Suite, Adobe Acrobat, Microsoft Office, Web Design, SEO, Video Editing, Print Production Process, Print On Demand, Variable Data Printing, CMS, Copywriting, Online Marketing, CSS, Information Architecture, Web Development, Website Development, Web Content Management, Management, Strategy, Google Analytics
Education
Southern Polytechnic State University 2004 — 2004
SQL Server Database, Active Server Pages, and XML training
New Horizons Computer Learning Centers 2000 — 2001
Graphic, Website, and Multimedia Design training
City University of New York 1993 — 1995
Management of Musical Enterprise, Music, Fine Arts
Westchester Community College 1990 — 1993
AS, Arts
AIG Advisor Group January 2011 - Present
AIG Advisor Group January 2004 - December 2010
FSC Securities January 2000 - December 2003
FSC Securities July 1998 - December 1999
HD Brous & Co Inc. June 1996 - February 1998
Alliance Entertainment, Inc. May 1994 - January 1996
MMS Records Group April 1994 - September 1994
Skills
Content Management, Content Strategy, Content Development, Business Analysis, Process Improvement, Usability, User Experience, Digital Marketing, Online Advertising, ASP, Adobe Creative Suite, Adobe Acrobat, Microsoft Office, Web Design, SEO, Video Editing, Print Production Process, Print On Demand, Variable Data Printing, CMS, Copywriting, Online Marketing, CSS, Information Architecture, Web Development, Website Development, Web Content Management, Management, Strategy, Google Analytics
Education
Southern Polytechnic State University 2004 — 2004
SQL Server Database, Active Server Pages, and XML training
New Horizons Computer Learning Centers 2000 — 2001
Graphic, Website, and Multimedia Design training
City University of New York 1993 — 1995
Management of Musical Enterprise, Music, Fine Arts
Westchester Community College 1990 — 1993
AS, Arts
Keerthi Krishnappa's AIG Advisor Group Experience June 2007 - December 2009
Job Sr. Business Analyst/ Information Analyst at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance August 2014 - Present
Liberty International Underwriters August 2012 - July 2014
Tower Group Companies April 2011 - August 2012
Cover-All Technologies June 2010 - April 2011
AIG/ AIU Holdings/ Chartis Insurance December 2006 - May 2010
AIG 2006 - 2010
AIG Advisor Group June 2007 - December 2009
Verizon Wireless February 2006 - December 2006
CVS Pharmacy March 2005 - January 2006
Southwest Insurance Services May 2004 - February 2005
Skills
Data Warehousing, SDLC, Integration, Business Intelligence, ETL, Software Documentation, Data Modeling, Requirements Analysis, Requirements Gathering, Visio, Database Design, SSIS, Business Requirements, Business Analysis, SQL, SharePoint, PL/SQL, Agile Methodologies, Property & Casualty..., Workers Compensation, Underwriting, Policy Writing, Test Management, Access, Analysis, CRM
Education
City University of New York 2003 — 2003
Masters, Computer Science
Visvesvaraya Technological University 1998 — 2002
Bachelors, Computer Science
Good Shepherd International School 1986 — 1996
10th Grade, High School/Secondary Diplomas and Certificates
Chubb Insurance August 2014 - Present
Liberty International Underwriters August 2012 - July 2014
Tower Group Companies April 2011 - August 2012
Cover-All Technologies June 2010 - April 2011
AIG/ AIU Holdings/ Chartis Insurance December 2006 - May 2010
AIG 2006 - 2010
AIG Advisor Group June 2007 - December 2009
Verizon Wireless February 2006 - December 2006
CVS Pharmacy March 2005 - January 2006
Southwest Insurance Services May 2004 - February 2005
Skills
Data Warehousing, SDLC, Integration, Business Intelligence, ETL, Software Documentation, Data Modeling, Requirements Analysis, Requirements Gathering, Visio, Database Design, SSIS, Business Requirements, Business Analysis, SQL, SharePoint, PL/SQL, Agile Methodologies, Property & Casualty..., Workers Compensation, Underwriting, Policy Writing, Test Management, Access, Analysis, CRM
Education
City University of New York 2003 — 2003
Masters, Computer Science
Visvesvaraya Technological University 1998 — 2002
Bachelors, Computer Science
Good Shepherd International School 1986 — 1996
10th Grade, High School/Secondary Diplomas and Certificates
Lisa Gutierrez, FALU, FLMI, CLU® Lisa Gutierrez, FALU, FLMI, CLU®'s AIG Advisor Group Experience June 2003 - July 2004
Job Underwriting Consultant at Symetra Life Insurance Company
Industry Insurance
Experience
Symetra July 2015 - Present
Accordia Life and Annuity November 2010 - July 2015
National Financial Partners July 2006 - November 2010
Guaranty Financial January 2005 - July 2006
AIG Advisor Group June 2003 - July 2004
U-Haul International, Inc. April 2002 - April 2003
Skills
Underwriting, Insurance, Life Insurance, Health Insurance, Universal Life, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Retirement, Reinsurance, Long-term Care
Education
Life Office Management Institute
Fellow, Life Management Institute
The American College
Chartered Life Underwriter
Life Office Management Institute
Associate, Life Office Management Institute
The Academy of Life Underwriting
Fellow, Academy of Life Underwriting
Arizona State University
Bachelor, Business & Communication
Symetra July 2015 - Present
Accordia Life and Annuity November 2010 - July 2015
National Financial Partners July 2006 - November 2010
Guaranty Financial January 2005 - July 2006
AIG Advisor Group June 2003 - July 2004
U-Haul International, Inc. April 2002 - April 2003
Skills
Underwriting, Insurance, Life Insurance, Health Insurance, Universal Life, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Retirement, Reinsurance, Long-term Care
Education
Life Office Management Institute
Fellow, Life Management Institute
The American College
Chartered Life Underwriter
Life Office Management Institute
Associate, Life Office Management Institute
The Academy of Life Underwriting
Fellow, Academy of Life Underwriting
Arizona State University
Bachelor, Business & Communication
Vicky Bateman Vicky Bateman's AIG Advisor Group Experience October 2012 - May 2015
Job Senior Financial Analyst Dell
Industry Financial Services
Experience
AIG Advisor Group October 2012 - May 2015
HA&W Wealth Management April 2003 - June 2012
Skills
Accounting
Education
Georgia Southwestern State University 1975 — 1978
Business
AIG Advisor Group October 2012 - May 2015
HA&W Wealth Management April 2003 - June 2012
Skills
Accounting
Education
Georgia Southwestern State University 1975 — 1978
Business
Shauna Levy's AIG Advisor Group Experience July 2003 - November 2004
Job Founder & Marketing Consultant at Piece of Mind
Industry Marketing and Advertising
Experience
Piece of Mind LLC September 2009 - Present
NYSE Euronext 2004 - September 2009
AIG Advisor Group July 2003 - November 2004
OppenheimerFunds September 1999 - July 2003
Skills
Integrated Marketing, Social Media, Internal Communications, Corporate Communications, Marketing Communications, Marketing, Social Media Marketing, Strategic Communications, Marketing Strategy, Event Planning, Digital Marketing, Advertising, Media Relations, Public Speaking, Business Development, Online Advertising, Strategic Planning, Public Relations, Editing, Investor Relations
Education
Binghamton University 1995 — 1999
BA, Psychology
Piece of Mind LLC September 2009 - Present
NYSE Euronext 2004 - September 2009
AIG Advisor Group July 2003 - November 2004
OppenheimerFunds September 1999 - July 2003
Skills
Integrated Marketing, Social Media, Internal Communications, Corporate Communications, Marketing Communications, Marketing, Social Media Marketing, Strategic Communications, Marketing Strategy, Event Planning, Digital Marketing, Advertising, Media Relations, Public Speaking, Business Development, Online Advertising, Strategic Planning, Public Relations, Editing, Investor Relations
Education
Binghamton University 1995 — 1999
BA, Psychology
Chad Creasey Chad Creasey's AIG Advisor Group Experience July 1996 - June 1998
Job Helping People and Business's with Health Insurance and Employee Benefits.
Industry Insurance
Experience
BNI 2006 - Present
RCB & Associates, LLC February 2002 - Present
InsurAmeriCorp May 1998 - February 2002
AIG Advisor Group July 1996 - June 1998
Sun Life Financial March 1995 - July 1996
New England Financial November 1987 - March 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Life Insurance, Healthcare, Sales, Marketing, Leadership, Underwriting, Cold Calling, Long-term Care, Small Business, Recruiting, Brokers, Health Savings Accounts, Term Life Insurance, 401k, Critical Illness, Fixed Annuities, Retirement, Long Term Care Insurance, Accident, Casualty, Claim, Estate Planning, Whole Life
Education
The American College 1988 — 1990
CLU, Insurance
Albion College 1983 — 1987
BA, Economics
BNI 2006 - Present
RCB & Associates, LLC February 2002 - Present
InsurAmeriCorp May 1998 - February 2002
AIG Advisor Group July 1996 - June 1998
Sun Life Financial March 1995 - July 1996
New England Financial November 1987 - March 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Life Insurance, Healthcare, Sales, Marketing, Leadership, Underwriting, Cold Calling, Long-term Care, Small Business, Recruiting, Brokers, Health Savings Accounts, Term Life Insurance, 401k, Critical Illness, Fixed Annuities, Retirement, Long Term Care Insurance, Accident, Casualty, Claim, Estate Planning, Whole Life
Education
The American College 1988 — 1990
CLU, Insurance
Albion College 1983 — 1987
BA, Economics
David A. Rizzo, JD David A. Rizzo, JD's AIG Advisor Group Experience February 2014 - Present
Job Implementation Manager
Industry Financial Services
Experience
AIG Advisor Group February 2014 - Present
Skills
Insurance, Employee Benefits, Disability Insurance, Fixed Annuities, Life Insurance, Financial Services, Retirement Planning, Sales, Strategic Financial..., Entrepreneurship, Term Life Insurance, Marketing, Retirement, Investments, 401k, Wealth Management, Finance, Recruiting, Securities
Education
Massachusetts School of Law 1993 — 1996
Juris Doctor, Law
Fairleigh Dickinson University 1990 — 1992
MBA, Marketing
Villanova University 1984 — 1988
BA, General
AIG Advisor Group February 2014 - Present
Skills
Insurance, Employee Benefits, Disability Insurance, Fixed Annuities, Life Insurance, Financial Services, Retirement Planning, Sales, Strategic Financial..., Entrepreneurship, Term Life Insurance, Marketing, Retirement, Investments, 401k, Wealth Management, Finance, Recruiting, Securities
Education
Massachusetts School of Law 1993 — 1996
Juris Doctor, Law
Fairleigh Dickinson University 1990 — 1992
MBA, Marketing
Villanova University 1984 — 1988
BA, General
Richard K. McLaughlin, CFP, INDEPENDENT FIDUCIARY Richard K. McLaughlin, CFP, INDEPENDENT FIDUCIARY's AIG Advisor Group Experience January 1996 - February 2007
Job CERTIFIED FINANCIAL PLANNER™ at Cambridge Investment Research Advisors, INC
Industry Financial Services
Experience
Cambridge Investment Research, Inc. March 2007 - Present
Wealth Generations Financial Planning May 1991 - Present
AIG Advisor Group January 1996 - February 2007
Skills
Financial Advisory, Retirement Planning, 401k, Investment Strategies, Securities, Savings, FINRA, Finance, Retirement, Wealth Management, Estate Planning, IRAs, Risk Tolerance, Money Management, Investments, Financial Planning, Wealth, Asset Management, Investment Management, Life Insurance, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services, Employee Benefits
Education
College for Financial Planning 1989 — 1991
CFP, Financial Planning
University of Delaware 1973 — 1975
Concord H.S. 1968 — 1971
High School
Cambridge Investment Research, Inc. March 2007 - Present
Wealth Generations Financial Planning May 1991 - Present
AIG Advisor Group January 1996 - February 2007
Skills
Financial Advisory, Retirement Planning, 401k, Investment Strategies, Securities, Savings, FINRA, Finance, Retirement, Wealth Management, Estate Planning, IRAs, Risk Tolerance, Money Management, Investments, Financial Planning, Wealth, Asset Management, Investment Management, Life Insurance, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services, Employee Benefits
Education
College for Financial Planning 1989 — 1991
CFP, Financial Planning
University of Delaware 1973 — 1975
Concord H.S. 1968 — 1971
High School
David Kostelnik David Kostelnik's AIG Advisor Group Experience May 2002 - January 2004
Job General Manager at Early Mountain Vineyards
Industry Food & Beverages
Experience
Early Mountain Vineyards February 2013 - Present
Feast! May 2007 - January 2013
Musictoday/Sportstoday LLC September 2005 - May 2007
National MS Society April 2004 - June 2005
AIG Advisor Group May 2002 - January 2004
Alexander Ogilvy Public Relations November 1998 - July 2001
Skills
Marketing, Social Media, Account Management, Marketing Strategy, Social Media Marketing, Email Marketing, Event Planning, Digital Marketing, Online Advertising, Public Relations, Event Management, New Business Development, Sales, Advertising, Business Development, Merchandising, Entertainment, E-commerce, Digital Media, Wineries, Wine, Brand Development, Digital Strategy
Education
Colgate University 1994 — 1998
Bachelor's degree, English Language and Literature, General
Red Bank Regional High School 1990 — 1994
Early Mountain Vineyards February 2013 - Present
Feast! May 2007 - January 2013
Musictoday/Sportstoday LLC September 2005 - May 2007
National MS Society April 2004 - June 2005
AIG Advisor Group May 2002 - January 2004
Alexander Ogilvy Public Relations November 1998 - July 2001
Skills
Marketing, Social Media, Account Management, Marketing Strategy, Social Media Marketing, Email Marketing, Event Planning, Digital Marketing, Online Advertising, Public Relations, Event Management, New Business Development, Sales, Advertising, Business Development, Merchandising, Entertainment, E-commerce, Digital Media, Wineries, Wine, Brand Development, Digital Strategy
Education
Colgate University 1994 — 1998
Bachelor's degree, English Language and Literature, General
Red Bank Regional High School 1990 — 1994
Gene Izydorczyk's AIG Advisor Group Experience February 2014 - Present
Job Dir, Applications
Industry Information Technology and Services
Experience
AIG Advisor Group February 2014 - Present
OfficeMax March 2013 - February 2014
Baxter Healthcare May 2009 - March 2013
USG August 2003 - December 2008
divine interVentures, Inc. 2000 - 2002
Lighthouse Consulting Group 1998 - 2000
ISCG August 1995 - June 1998
Skills
Salesforce.com, ITIL, CRM, Mobile Technology, Documentum, Strategy, Software Documentation, SDLC, Enterprise Software, Product Management, Project Management, Software Development, Start-ups, Analytics, Business Intelligence, Sales Enablement, Mobile Devices, Management, Consulting, Quality Assurance, Team Management, IT Strategy
Education
Penn State University 1989 — 1992
BS
DePaul University - Charles H. Kellstadt Graduate School of Business
AIG Advisor Group February 2014 - Present
OfficeMax March 2013 - February 2014
Baxter Healthcare May 2009 - March 2013
USG August 2003 - December 2008
divine interVentures, Inc. 2000 - 2002
Lighthouse Consulting Group 1998 - 2000
ISCG August 1995 - June 1998
Skills
Salesforce.com, ITIL, CRM, Mobile Technology, Documentum, Strategy, Software Documentation, SDLC, Enterprise Software, Product Management, Project Management, Software Development, Start-ups, Analytics, Business Intelligence, Sales Enablement, Mobile Devices, Management, Consulting, Quality Assurance, Team Management, IT Strategy
Education
Penn State University 1989 — 1992
BS
DePaul University - Charles H. Kellstadt Graduate School of Business
John J. Fiorillo's AIG Advisor Group Experience 2012 - Present
Job Senior Technology Manager – Financial, Sales and HR Systems PMP and ITIL Certified
Industry Information Technology and Services
Experience
AIG Advisor Group 2012 - Present
MTV Networks 2005 - 2011
CT Corporation 2004 - 2005
American Red Cross 2002 - 2004
Christie's 1999 - 2001
ASCAP 1994 - 1999
Skills
Software Project..., Project Portfolio..., Business Analysis, IT Management, IT Strategy, Business Process..., Vendor Management, Budgets, Leadership, Project Management, Cross-functional Team..., Strategy, Budget Management, Enterprise Software, Offshore Resource..., JD Edwards, Salesforce.com, Siebel, Great Plains Software, Navision, Staff Management, Full SDLC, CMMI, ERP/CRM, Lean IT, Offshore Project..., Software Development, PMBOK, Offshore Software..., Microsoft Office, Matrix Management, Empower
Education
Boston University - School of Management
BS, Business Administration
Pace University - Lubin School of Business
MBA, Finance
AIG Advisor Group 2012 - Present
MTV Networks 2005 - 2011
CT Corporation 2004 - 2005
American Red Cross 2002 - 2004
Christie's 1999 - 2001
ASCAP 1994 - 1999
Skills
Software Project..., Project Portfolio..., Business Analysis, IT Management, IT Strategy, Business Process..., Vendor Management, Budgets, Leadership, Project Management, Cross-functional Team..., Strategy, Budget Management, Enterprise Software, Offshore Resource..., JD Edwards, Salesforce.com, Siebel, Great Plains Software, Navision, Staff Management, Full SDLC, CMMI, ERP/CRM, Lean IT, Offshore Project..., Software Development, PMBOK, Offshore Software..., Microsoft Office, Matrix Management, Empower
Education
Boston University - School of Management
BS, Business Administration
Pace University - Lubin School of Business
MBA, Finance
Stephanie Stevenson's AIG Advisor Group Experience January 1995 - February 2009
Job Assistant Store Manager at Pier 1 Imports
Industry Financial Services
Experience
Pier 1 Imports March 2010 - Present
Self February 2009 - Present
AIG Advisor Group January 1995 - February 2009
Cohig & Associates 1993 - December 1995
Skills
Salesforce.com, Marketing, Sales, Insurance, Investments, Strategic Planning, Marketing Communications, Direct Mail, Strategic Financial..., Adobe Acrobat, Marketing Strategy, Coaching, Product Development, Project Management, Team Building, Web Design, Email Marketing, Small Business, Microsoft Office, Customer Service
Education
Columbia College
Pier 1 Imports March 2010 - Present
Self February 2009 - Present
AIG Advisor Group January 1995 - February 2009
Cohig & Associates 1993 - December 1995
Skills
Salesforce.com, Marketing, Sales, Insurance, Investments, Strategic Planning, Marketing Communications, Direct Mail, Strategic Financial..., Adobe Acrobat, Marketing Strategy, Coaching, Product Development, Project Management, Team Building, Web Design, Email Marketing, Small Business, Microsoft Office, Customer Service
Education
Columbia College
K.Raquel Thomas's AIG Advisor Group Experience November 2001 - Present
Job Certified Nutritional Consultant
Industry Alternative Medicine
Experience
Global College of Natural Medicine August 2009 - Present
Starting Point Nursery June 2004 - Present
AIG Advisor Group November 2001 - Present
Global College of Natural Medicine August 2010 - March 2011
MetLife Financial Services March 1998 - March 2000
Skills
Nutrition, Wellness
Education
Global College of Natural Medicine
Associate's Degree, Holistic Health
Regis University 1999 — 2001
MBA, Business Administration
Fisk University 1994 — 1998
B.S., Business Administration and Spanish
Global College of Natural Medicine August 2009 - Present
Starting Point Nursery June 2004 - Present
AIG Advisor Group November 2001 - Present
Global College of Natural Medicine August 2010 - March 2011
MetLife Financial Services March 1998 - March 2000
Skills
Nutrition, Wellness
Education
Global College of Natural Medicine
Associate's Degree, Holistic Health
Regis University 1999 — 2001
MBA, Business Administration
Fisk University 1994 — 1998
B.S., Business Administration and Spanish
Dan Kilroy's AIG Advisor Group Experience November 2009 - February 2010
Job EVP / Chief Financial Officer at CUSO
Industry Financial Services
Experience
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
Francis Shappard's AIG Advisor Group Experience September 2002 - Present
Job VP & Regional Sales Manager at Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2002 - Present
Morgan Keegan April 1999 - September 2002
Education
Indiana University - Kelley School of Business 1983 — 1985
BS, Marketing
AIG Advisor Group September 2002 - Present
Morgan Keegan April 1999 - September 2002
Education
Indiana University - Kelley School of Business 1983 — 1985
BS, Marketing
jacklin tsvilikhovski's AIG Advisor Group Experience September 2010 - Present
Job Senior Consultant at AIG GROUP
Industry Internet
Experience
AIG Advisor Group September 2010 - Present
CGI October 2006 - September 2010
CCH, a Wolters Kluwer business May 2000 - October 2006
Skills
Business Analysis, Integration, Requirements Analysis, SQL, SDLC, Requirements Gathering, Business Intelligence, Software Project..., SOA, PL/SQL
Education
Московский Экономико-Финансовый Институт (МЭФИ) 1986 — 1991
AIG Advisor Group September 2010 - Present
CGI October 2006 - September 2010
CCH, a Wolters Kluwer business May 2000 - October 2006
Skills
Business Analysis, Integration, Requirements Analysis, SQL, SDLC, Requirements Gathering, Business Intelligence, Software Project..., SOA, PL/SQL
Education
Московский Экономико-Финансовый Институт (МЭФИ) 1986 — 1991
Mary Richardson Taylor's AIG Advisor Group Experience December 2004 - December 2006
Job Investments at H. M. Payson & Co
Industry Financial Services
Experience
H. M. Payson & Co December 2006 - Present
AIG Advisor Group December 2004 - December 2006
Education
Clemson University 1995 — 1999
BS, Marketing
H. M. Payson & Co December 2006 - Present
AIG Advisor Group December 2004 - December 2006
Education
Clemson University 1995 — 1999
BS, Marketing
Conrad Herman's AIG Advisor Group Experience November 2007 - December 2008
Job Securities Compliance
Industry Financial Services
Experience
AIG Advisor Group November 2007 - December 2008
Education
Georgia Perimeter College 1989 — 1991
Associates, Business Administration
AIG Advisor Group November 2007 - December 2008
Education
Georgia Perimeter College 1989 — 1991
Associates, Business Administration
Nigel Gilbert's AIG Advisor Group Experience May 2014 - Present
Job Deputy Chief Compliance Officer at AIG Advisor Group
Industry Investment Management
Experience
AIG Advisor Group May 2014 - Present
American Stock Transfer & Trust Company, LLC June 2013 - May 2014
AST Personal Wealth Solutions June 2013 - May 2014
Mosaic Associates LLC April 2012 - May 2013
Transamerica Retirement Solutions July 2006 - April 2012
Max International Broker Dealer Corp February 1997 - July 2006
Skills
FINRA, Securities, Mutual Funds, Hedge Funds, Series 7, Alternative Investments, Series 24, Asset Management, Program Management, Equities, Series 63, Wealth Management, Investment Advisory, Financial Services, Securities Regulation, Series 4, Series 55, AML
Education
Temple University 1995 — 1996
Cornell University 1991 — 1995
AIG Advisor Group May 2014 - Present
American Stock Transfer & Trust Company, LLC June 2013 - May 2014
AST Personal Wealth Solutions June 2013 - May 2014
Mosaic Associates LLC April 2012 - May 2013
Transamerica Retirement Solutions July 2006 - April 2012
Max International Broker Dealer Corp February 1997 - July 2006
Skills
FINRA, Securities, Mutual Funds, Hedge Funds, Series 7, Alternative Investments, Series 24, Asset Management, Program Management, Equities, Series 63, Wealth Management, Investment Advisory, Financial Services, Securities Regulation, Series 4, Series 55, AML
Education
Temple University 1995 — 1996
Cornell University 1991 — 1995
Patrick Selway's AIG Advisor Group Experience 2001 - 2004
Job CoFounder/Executive Director of Consulting/Financial Planner
Industry Financial Services
Experience
Retirement Benefits Consulting 2004 - Present
SAIFE January 2012 - Present
Toastmasters International July 2013 - July 2014
AIG Advisor Group 2001 - 2004
Inacom Information Systems 1997 - 2000
ENTEX Information Services/Siemens Business Services 1995 - 1997
Businessland 1987 - 1997
Procter & Gamble 1985 - 1987
Skills
Investments, Retirement, Consultative Selling, Sales Management, Insurance, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, IRAs, Nonprofits, Financial Advisory, Series 7, Estate Planning, Asset Management, Pensions, Mortgage Lending, Financial Education, Series 63, Business Planning, Selling, Securities, Finance, Leadership, Small Business, Wealth, Financial Planners, Long-term Care, Sales, Management, Financial Planning
Education
California State University-Northridge 1980 — 1985
Royal High School 1977 — 1980
Landmark Education
Retirement Benefits Consulting 2004 - Present
SAIFE January 2012 - Present
Toastmasters International July 2013 - July 2014
AIG Advisor Group 2001 - 2004
Inacom Information Systems 1997 - 2000
ENTEX Information Services/Siemens Business Services 1995 - 1997
Businessland 1987 - 1997
Procter & Gamble 1985 - 1987
Skills
Investments, Retirement, Consultative Selling, Sales Management, Insurance, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, IRAs, Nonprofits, Financial Advisory, Series 7, Estate Planning, Asset Management, Pensions, Mortgage Lending, Financial Education, Series 63, Business Planning, Selling, Securities, Finance, Leadership, Small Business, Wealth, Financial Planners, Long-term Care, Sales, Management, Financial Planning
Education
California State University-Northridge 1980 — 1985
Royal High School 1977 — 1980
Landmark Education
Peter A. Hirsch's AIG Advisor Group Experience March 2015 - Present
Job Vice President of Retirement Plan Supervision
Industry Financial Services
Experience
AIG Advisor Group March 2015 - Present
AIG Advisor Group June 2003 - Present
AIG Advisor Group September 2000 - May 2003
SunAmerica Securities, Inc. March 1999 - August 2000
James Osborne Financial Services June 1998 - February 1999
Public School Districts in KS and TX August 1992 - May 1998
Skills
AIFA(R) Accredited..., PPC™ Professional Plan..., GFS™ Global Fiduciary...
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Master of Business Administration (MBA)
Kansas State University 1989 — 1992
Bachelor's Degree, Secondary Education and Teaching (Concentration in Mathematics)
AIG Advisor Group March 2015 - Present
AIG Advisor Group June 2003 - Present
AIG Advisor Group September 2000 - May 2003
SunAmerica Securities, Inc. March 1999 - August 2000
James Osborne Financial Services June 1998 - February 1999
Public School Districts in KS and TX August 1992 - May 1998
Skills
AIFA(R) Accredited..., PPC™ Professional Plan..., GFS™ Global Fiduciary...
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Master of Business Administration (MBA)
Kansas State University 1989 — 1992
Bachelor's Degree, Secondary Education and Teaching (Concentration in Mathematics)
Toby Christie's AIG Advisor Group Experience 2003 - 2006
Job Chief Technology Officer at CareerArc
Industry Information Technology and Services
Experience
CareerArc December 2009 - Present
Spark Networks 2008 - 2009
Interthinx 2006 - 2008
AIG Advisor Group 2003 - 2006
Paramount Studios 2001 - 2003
SimplyDone Business Solutions 1999 - 2001
Sapient 1997 - 1999
Education
Cornell University 1993 — 1997
BS, Computer Science
CareerArc December 2009 - Present
Spark Networks 2008 - 2009
Interthinx 2006 - 2008
AIG Advisor Group 2003 - 2006
Paramount Studios 2001 - 2003
SimplyDone Business Solutions 1999 - 2001
Sapient 1997 - 1999
Education
Cornell University 1993 — 1997
BS, Computer Science
Frank Proscia's AIG Advisor Group Experience
Job ACCOUNTANT at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group
Education
Baruch College, City University of New York (CUNY) 1981 — 1981
AIG Advisor Group
Education
Baruch College, City University of New York (CUNY) 1981 — 1981
Angie Welch's AIG Advisor Group Experience May 2000 - November 2006
Job Vice President of Compliance at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Wealth and Investment Management at Barclays July 2012 - Present
Park Avenue Securities October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG") November 2006 - June 2008
AIG Advisor Group May 2000 - November 2006
AIG Advisor Group January 2000 - January 2003
Lexus of Manhatten January 1999 - January 2000
Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management
Education
Essex County College 2008 — 2010
Business Adminsitration
Wealth and Investment Management at Barclays July 2012 - Present
Park Avenue Securities October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG") November 2006 - June 2008
AIG Advisor Group May 2000 - November 2006
AIG Advisor Group January 2000 - January 2003
Lexus of Manhatten January 1999 - January 2000
Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management
Education
Essex County College 2008 — 2010
Business Adminsitration
Diane (Schlissel) Rosen's AIG Advisor Group Experience August 1997 - September 2006
Job Vice President, Marketing at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments July 2013 - Present
JHS Capital Advisors, Inc. March 2012 - June 2013
Self Employed October 2006 - February 2012
AIG Advisor Group August 1997 - September 2006
Skills
Investments, Alternative Investments, Asset Managment, Mutual Funds, Insurance, Investment Advisory
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Business Administration and Management, General
Emory University 1991 — 1995
BA, Mathematics
RidgeWorth Investments July 2013 - Present
JHS Capital Advisors, Inc. March 2012 - June 2013
Self Employed October 2006 - February 2012
AIG Advisor Group August 1997 - September 2006
Skills
Investments, Alternative Investments, Asset Managment, Mutual Funds, Insurance, Investment Advisory
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Business Administration and Management, General
Emory University 1991 — 1995
BA, Mathematics
Andrew Copulsky's AIG Advisor Group Experience February 2005 - June 2010
Job Compliance and Supervision at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2012 - Present
Sanders Morris Harris June 2010 - July 2011
AIG Advisor Group February 2005 - June 2010
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2003 - 2005
GRO Corporation 1998 - 2001
Block Trading 1995 - 1999
royce investment group 1994 - 1996
Skills
Risk Management, Securities, Trading, Due Diligence, Options, Asset Allocation, Retirement Planning, Mutual Funds, Management, Equities, Series 7, Series 24, Alternative Investments, Investment Strategies, Separately Managed..., 401k, Fixed Annuities, Series 63, Insurance, Series 6, Investment Management, Bloomberg, Series 65, Estate Planning, Financial Advisory, Retirement, Broker-Dealer, Equity Trading, Certified Financial..., Relationship Management, Structured Products, Uniform Combined State..., Variable Annuities, Investment Advisory, ETFs, KYC, FINRA, Asset Management, Wealth Management, Financial Services, AML
Education
Alfred University 1991 — 1994
University of Bridgeport
LPL Financial May 2012 - Present
Sanders Morris Harris June 2010 - July 2011
AIG Advisor Group February 2005 - June 2010
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2003 - 2005
GRO Corporation 1998 - 2001
Block Trading 1995 - 1999
royce investment group 1994 - 1996
Skills
Risk Management, Securities, Trading, Due Diligence, Options, Asset Allocation, Retirement Planning, Mutual Funds, Management, Equities, Series 7, Series 24, Alternative Investments, Investment Strategies, Separately Managed..., 401k, Fixed Annuities, Series 63, Insurance, Series 6, Investment Management, Bloomberg, Series 65, Estate Planning, Financial Advisory, Retirement, Broker-Dealer, Equity Trading, Certified Financial..., Relationship Management, Structured Products, Uniform Combined State..., Variable Annuities, Investment Advisory, ETFs, KYC, FINRA, Asset Management, Wealth Management, Financial Services, AML
Education
Alfred University 1991 — 1994
University of Bridgeport
Candace Komand's AIG Advisor Group Experience September 2007 - April 2009
Job Account Director
Industry Marketing and Advertising
Experience
Digitas March 2010 - Present
AIG Advisor Group September 2007 - April 2009
Effie Awards October 2003 - August 2007
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Social Media, Marketing, Social Media Marketing, Direct Mail, Interactive Marketing, Online Advertising, Digital Marketing, Email Marketing, Direct Marketing, Project Management, Strategic Planning, Event Planning, Advertising, Relationship Marketing, Business Development, Management, Digital Strategy, Strategy, Brand Development
Education
Columbia University in the City of New York 2011 — 2014
M.S., Strategic Communications
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science (BS), Marketing
Digitas March 2010 - Present
AIG Advisor Group September 2007 - April 2009
Effie Awards October 2003 - August 2007
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Social Media, Marketing, Social Media Marketing, Direct Mail, Interactive Marketing, Online Advertising, Digital Marketing, Email Marketing, Direct Marketing, Project Management, Strategic Planning, Event Planning, Advertising, Relationship Marketing, Business Development, Management, Digital Strategy, Strategy, Brand Development
Education
Columbia University in the City of New York 2011 — 2014
M.S., Strategic Communications
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science (BS), Marketing
Franck Barthelemy's AIG Advisor Group Experience October 2008 - May 2009
Job President at Barthelemy Properties LLC
Industry Real Estate
Experience
Barthelemy Properties LLC January 2010 - Present
AIG Advisor Group October 2008 - May 2009
AIG Advisor Group October 2004 - November 2008
ING Funds June 2001 - January 2004
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Residential Investment..., Construction
Education
Ecole Supérieure de Commerce de Chambéry 1995 — 1998
Masters, Corporate finance, accounting, management
Barthelemy Properties LLC January 2010 - Present
AIG Advisor Group October 2008 - May 2009
AIG Advisor Group October 2004 - November 2008
ING Funds June 2001 - January 2004
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Residential Investment..., Construction
Education
Ecole Supérieure de Commerce de Chambéry 1995 — 1998
Masters, Corporate finance, accounting, management
Susan Benavides's AIG Advisor Group Experience September 2014 - Present
Job Senior Investment Advisory Compliance Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2014 - Present
Advisor Group September 2005 - September 2014
Royal Alliance Associates 2003 - 2005
Royal Alliance Associates 2000 - 2003
Royal Alliance Associates 1999 - 2000
Royal Alliance Associates 1998 - 1999
Skills
Mutual Funds, Investments, Fixed Income, Portfolio Management, Investment Advisory, Management, Securities, AML, Insurance, Asset Managment, Wealth Management, Equities, Financial Services, Fixed Annuities, Risk Management, Outlook, Financial Advisory, Asset Management
Education
Borough of Manhattan Community College 1995 — 1998
AAS, General Business Management
AIG Advisor Group September 2014 - Present
Advisor Group September 2005 - September 2014
Royal Alliance Associates 2003 - 2005
Royal Alliance Associates 2000 - 2003
Royal Alliance Associates 1999 - 2000
Royal Alliance Associates 1998 - 1999
Skills
Mutual Funds, Investments, Fixed Income, Portfolio Management, Investment Advisory, Management, Securities, AML, Insurance, Asset Managment, Wealth Management, Equities, Financial Services, Fixed Annuities, Risk Management, Outlook, Financial Advisory, Asset Management
Education
Borough of Manhattan Community College 1995 — 1998
AAS, General Business Management
Michal-Erin Frushell's AIG Advisor Group Experience July 2015 - Present
Job Alternative Investments Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group July 2015 - Present
Reliance Trust Company February 2014 - July 2015
Reliance Trust Company February 2013 - February 2014
Reliance Trust Company February 2012 - February 2013
Reliance Trust Company January 2010 - February 2012
Reliance Trust Company October 2006 - January 2010
Titan Financial Group August 2005 - October 2006
Skills
Mutual Funds, Financial Services, Banking, Microsoft Office, Securities, Accounting, Account Reconciliation, Settlement, Equities, Microsoft Excel, Fixed Income, Internal Controls, Accounts Payable, Training, Process Improvement, Back Office, Investment Research, Series 7
Education
Binghamton University 2001 — 2005
BS, Financial Economics
AIG Advisor Group July 2015 - Present
Reliance Trust Company February 2014 - July 2015
Reliance Trust Company February 2013 - February 2014
Reliance Trust Company February 2012 - February 2013
Reliance Trust Company January 2010 - February 2012
Reliance Trust Company October 2006 - January 2010
Titan Financial Group August 2005 - October 2006
Skills
Mutual Funds, Financial Services, Banking, Microsoft Office, Securities, Accounting, Account Reconciliation, Settlement, Equities, Microsoft Excel, Fixed Income, Internal Controls, Accounts Payable, Training, Process Improvement, Back Office, Investment Research, Series 7
Education
Binghamton University 2001 — 2005
BS, Financial Economics
Tim O'Rourke's AIG Advisor Group Experience 2003 - 2008
Job Managing Partner & CEO FinServ Consulting Group
Industry Financial Services
Experience
FinServ Consulting Group March 2010 - Present
CapAlt 2011 - 2013
WorkLife HR March 2008 - March 2010
FSC Securities, Inc., AIG Advisor Group February 2004 - February 2008
AIG Advisor Group 2003 - 2008
Raymond James Financial December 1990 - January 2004
Raymond James 1990 - 2004
Charter National Life March 1988 - February 1990
PAMCO Insurance & Securities December 1985 - February 1988
Skills
Busness Analysis, Investments, Strategic Coaching, Recruiting, Management Consulting, Mergers, Financial Advisory, Retail, Boker-Dealer Analysis, IRIA, Alternative Investments, Leadership, Business Development, Management, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Services, Securities, Public Speaking, Strategy, Mutual Funds, Coaching, New Business Development, Strategic Planning, Sales, Marketing, Consulting, Human Resources, Fixed Annuities, Investment Advisory, 401k, Series 7, Retirement Planning, Insurance, Series 63, Retirement, FINRA, Asset Allocation, Series 24, Financial Planning
Education
California State University-Fullerton 1975 — 1977
Counseling
MacMurray College 1970 — 1974
BS, Education
FinServ Consulting Group March 2010 - Present
CapAlt 2011 - 2013
WorkLife HR March 2008 - March 2010
FSC Securities, Inc., AIG Advisor Group February 2004 - February 2008
AIG Advisor Group 2003 - 2008
Raymond James Financial December 1990 - January 2004
Raymond James 1990 - 2004
Charter National Life March 1988 - February 1990
PAMCO Insurance & Securities December 1985 - February 1988
Skills
Busness Analysis, Investments, Strategic Coaching, Recruiting, Management Consulting, Mergers, Financial Advisory, Retail, Boker-Dealer Analysis, IRIA, Alternative Investments, Leadership, Business Development, Management, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Services, Securities, Public Speaking, Strategy, Mutual Funds, Coaching, New Business Development, Strategic Planning, Sales, Marketing, Consulting, Human Resources, Fixed Annuities, Investment Advisory, 401k, Series 7, Retirement Planning, Insurance, Series 63, Retirement, FINRA, Asset Allocation, Series 24, Financial Planning
Education
California State University-Fullerton 1975 — 1977
Counseling
MacMurray College 1970 — 1974
BS, Education
Timothy Johnson, CFP®'s AIG Advisor Group Experience June 2002 - March 2003
Job Certified Financial Planner®
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2003 - Present
ING Advisors Network March 2003 - June 2005
AIG Advisor Group June 2002 - March 2003
Manulife Financial August 1999 - June 2002
SkyView World Media July 1998 - July 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Securities, Insurance, Financial Services, Asset Allocation, Life Insurance, 401k, Financial Planners, IRAs, Finance, Wealth Accumulation, Long Term Care Insurance, Bonds, Small Business, Personal Finance
Education
University of California, Los Angeles 2007 — 2007
Certified Financial Planner
California State University-Long Beach - College of Business Administration 1992 — 1996
Bachelor of Science (B.S.), Business Marketing
Cetera Advisor Networks LLC March 2003 - Present
ING Advisors Network March 2003 - June 2005
AIG Advisor Group June 2002 - March 2003
Manulife Financial August 1999 - June 2002
SkyView World Media July 1998 - July 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Securities, Insurance, Financial Services, Asset Allocation, Life Insurance, 401k, Financial Planners, IRAs, Finance, Wealth Accumulation, Long Term Care Insurance, Bonds, Small Business, Personal Finance
Education
University of California, Los Angeles 2007 — 2007
Certified Financial Planner
California State University-Long Beach - College of Business Administration 1992 — 1996
Bachelor of Science (B.S.), Business Marketing
James DiSalvo's AIG Advisor Group Experience February 2007 - Present
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
AIG Advisor Group February 2007 - Present
Novartis October 2004 - February 2007
Education
Florida Southern College 1988 — 1992
AIG Advisor Group February 2007 - Present
Novartis October 2004 - February 2007
Education
Florida Southern College 1988 — 1992
John McGovern's AIG Advisor Group Experience 2002 - 2004
Job Chief Compliance Officer, Pruco Securities and Individual Life Insurance at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2011 - Present
Ascendant Compliance Management June 2010 - January 2012
Sun Life-IFMG Securities, Inc. 2006 - 2008
AIG Advisor Group 2002 - 2004
AIG Royal Alliance 2000 - 2002
Cadre Securities 1997 - 2000
Nathan and Lewis Securities, Inc. 1986 - 1994
Skills
Hedge Funds, SEC reporting, Series 63, Asset Managment, SEC, Alternative Investments, AML, Investments, Securities Regulation, Wealth Management, Series 65, Equities, Fixed Income, Uniform Combined State..., Due Diligence, Fixed Annuities, Options, Risk Management, Broker-Dealer, Asset Allocation, Strategic Financial..., Asset Management, Financial Services, Social Skills, Business Networking, Anti Money Laundering, Financial Planning
Education
Fordham University 1979 — 1981
MBA, MBA Finance
Iona College 1975 — 1979
Bachlor of Arts, Liberal Arts
Prudential Financial December 2011 - Present
Ascendant Compliance Management June 2010 - January 2012
Sun Life-IFMG Securities, Inc. 2006 - 2008
AIG Advisor Group 2002 - 2004
AIG Royal Alliance 2000 - 2002
Cadre Securities 1997 - 2000
Nathan and Lewis Securities, Inc. 1986 - 1994
Skills
Hedge Funds, SEC reporting, Series 63, Asset Managment, SEC, Alternative Investments, AML, Investments, Securities Regulation, Wealth Management, Series 65, Equities, Fixed Income, Uniform Combined State..., Due Diligence, Fixed Annuities, Options, Risk Management, Broker-Dealer, Asset Allocation, Strategic Financial..., Asset Management, Financial Services, Social Skills, Business Networking, Anti Money Laundering, Financial Planning
Education
Fordham University 1979 — 1981
MBA, MBA Finance
Iona College 1975 — 1979
Bachlor of Arts, Liberal Arts
Sweyden Dibble's AIG Advisor Group Experience November 2000 - June 2005
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Royal Alliance Associates INC June 2005 - November 2012
AIG Advisor Group November 2000 - June 2005
PaineWebber, Incorporated - UBS May 1997 - November 2000
J.C. Bradford and Company February 1994 - May 1997
MetLife June 1991 - February 1994
Skills
Finance, Portfolio Management, Management, Investments, Financial Services, Financial Planning, Mutual Funds, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, General Business
Georgia State University
Bachelor of Arts, Speech with English Minor
University of Delaware
Transfer to Georgia State University, Speech with English Minor
Charles Schwab October 2012 - Present
Royal Alliance Associates INC June 2005 - November 2012
AIG Advisor Group November 2000 - June 2005
PaineWebber, Incorporated - UBS May 1997 - November 2000
J.C. Bradford and Company February 1994 - May 1997
MetLife June 1991 - February 1994
Skills
Finance, Portfolio Management, Management, Investments, Financial Services, Financial Planning, Mutual Funds, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, General Business
Georgia State University
Bachelor of Arts, Speech with English Minor
University of Delaware
Transfer to Georgia State University, Speech with English Minor
Lisa Markham's AIG Advisor Group Experience October 2005 - November 2006
Job SVP, Sr. Change Manager GB, at Bank of America
Industry Financial Services
Experience
Bank of America August 2008 - Present
Countrywide Bank January 2007 - August 2008
AIG Advisor Group October 2005 - November 2006
Washington Mutual August 2000 - March 2005
WaMu - WM Financial Services 2000 - 2005
Union Bank of California 1992 - 2000
Education
BAC Quality & Productivity 2008 — 2009
GB
Arizona State University 1981 — 1982
Bank of America August 2008 - Present
Countrywide Bank January 2007 - August 2008
AIG Advisor Group October 2005 - November 2006
Washington Mutual August 2000 - March 2005
WaMu - WM Financial Services 2000 - 2005
Union Bank of California 1992 - 2000
Education
BAC Quality & Productivity 2008 — 2009
GB
Arizona State University 1981 — 1982
Jefferson Matkin, CFA's AIG Advisor Group Experience July 2012 - October 2014
Job Senior Product Manager
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Arnab Chaudhuri's AIG Advisor Group Experience January 2014 - Present
Job Associate Director Of Applications at AIG Advisor Group
Industry Insurance
Experience
AIG Advisor Group January 2014 - Present
AIG August 2009 - December 2013
AIG September 2006 - August 2009
Indymac Bank March 2006 - September 2006
Tata Consultancy Services Limited 1999 - 2005
Skills
Technical Project..., Managing Project Budgets, Resource Management, Resource Development, Vendor Management..., Technical Architecture, .NET, Microsoft SQL Server, Oracle PL/SQL..., Web Services, WCF, Perl Script, ETL, ASP.NET, SharePoint, TFS, Interviews, SSRS, Service Broker, Software Project..., Project Delivery
Education
Indian Institute of Science 1995 — 1999
Master of Engineering, Metallurgy, Computer Modeling and Simulation
St. Xavier's College 1992 — 1995
Bachelor of Science (B.S.), Physics
AIG Advisor Group January 2014 - Present
AIG August 2009 - December 2013
AIG September 2006 - August 2009
Indymac Bank March 2006 - September 2006
Tata Consultancy Services Limited 1999 - 2005
Skills
Technical Project..., Managing Project Budgets, Resource Management, Resource Development, Vendor Management..., Technical Architecture, .NET, Microsoft SQL Server, Oracle PL/SQL..., Web Services, WCF, Perl Script, ETL, ASP.NET, SharePoint, TFS, Interviews, SSRS, Service Broker, Software Project..., Project Delivery
Education
Indian Institute of Science 1995 — 1999
Master of Engineering, Metallurgy, Computer Modeling and Simulation
St. Xavier's College 1992 — 1995
Bachelor of Science (B.S.), Physics
Deborah K. Luedy, CPM, MSA's AIG Advisor Group Experience 1999 - 2007
Job NAI Capital Commercial Real Estate
Industry Real Estate
Experience
NAI Capital June 2006 - Present
AIG Advisor Group 1999 - 2007
Ramsey-Shilling 1998 - 2005
R& B Realty June 1993 - October 1997
R & B Apartment Management Company March 1990 - June 1995
R& B Realty June 1984 - February 1990
Skills
Investors, Land, Investments, Property Management, Sellers, Brokerage, Asset Management, Mergers, Negotiation, Strategic Planning, Due Diligence, Hotels, Contract Negotiation, Budgeting, Portfolio Management, Customer Relations, Leases, Microsoft Office, Financial Analysis, Tenant, Dispositions, Real Estate, Equities, Analysis, Investment Properties, Problem Solving, Financial Planning, Public Speaking, Real Estate Investment, Valuation, Real Estate Development, Mergers & Acquisitions, Disposition, Budgets, Asset Managment, Strategic Financial..., 1031 Exchanges, Lease Administration, Commercial Real Estate, Customer Service, Real Estate Financing, Real Estate Transactions, REO, Finance, Acquisitions, Tenant Representation, Location Intelligence, Corporate Real Estate, Entitlements, Lease Negotiations
Education
Certified Forensic Loan Auditing 2011 — 2011
MSA
Investment Banking Institute 2010 — 2010
Certificate
University of Southern California 2004 — 2004
Bachelor of Arts (BA)
Heidelberg University 1970 — 1972
B. A.
The Ohio State University 1967 — 1968
Bachelor of Arts
NAI Capital June 2006 - Present
AIG Advisor Group 1999 - 2007
Ramsey-Shilling 1998 - 2005
R& B Realty June 1993 - October 1997
R & B Apartment Management Company March 1990 - June 1995
R& B Realty June 1984 - February 1990
Skills
Investors, Land, Investments, Property Management, Sellers, Brokerage, Asset Management, Mergers, Negotiation, Strategic Planning, Due Diligence, Hotels, Contract Negotiation, Budgeting, Portfolio Management, Customer Relations, Leases, Microsoft Office, Financial Analysis, Tenant, Dispositions, Real Estate, Equities, Analysis, Investment Properties, Problem Solving, Financial Planning, Public Speaking, Real Estate Investment, Valuation, Real Estate Development, Mergers & Acquisitions, Disposition, Budgets, Asset Managment, Strategic Financial..., 1031 Exchanges, Lease Administration, Commercial Real Estate, Customer Service, Real Estate Financing, Real Estate Transactions, REO, Finance, Acquisitions, Tenant Representation, Location Intelligence, Corporate Real Estate, Entitlements, Lease Negotiations
Education
Certified Forensic Loan Auditing 2011 — 2011
MSA
Investment Banking Institute 2010 — 2010
Certificate
University of Southern California 2004 — 2004
Bachelor of Arts (BA)
Heidelberg University 1970 — 1972
B. A.
The Ohio State University 1967 — 1968
Bachelor of Arts
Trisha Holland Moseley's AIG Advisor Group Experience June 2015 - Present
Job Commission Analyst at AIG Advisor Group
Industry Insurance
Experience
AIG Advisor Group June 2015 - Present
AIG Advisor Group September 2013 - Present
AIG Advisor Group March 2011 - September 2013
Chartis Insurance March 2007 - March 2011
AIG May 2006 - March 2007
The Prudential Bank 1992 - 1995
New York Life 1990 - 1992
Pace Financial Partners 1988 - 1990
The Coca-Cola Company 1987 - 1988
The Coca-Cola Company 1985 - 1987
Skills
Commercial Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Accounts Receivable, PowerPoint, Department Budgeting, Budget Process, Monthly Close, Account Reconciliation, Process Improvement, Credit Analysis, SAP R/3, SAP BW, SAP, Loans, 1099 Preparation, Non-profit Boards, Customer Service, UCC filings, Blackline
Education
Fremd 1972 — 1976
Georgia State University
BBA, Finance
Mercer University - Stetson School of Business and Economics
MBA
Other
AIG Advisor Group June 2015 - Present
AIG Advisor Group September 2013 - Present
AIG Advisor Group March 2011 - September 2013
Chartis Insurance March 2007 - March 2011
AIG May 2006 - March 2007
The Prudential Bank 1992 - 1995
New York Life 1990 - 1992
Pace Financial Partners 1988 - 1990
The Coca-Cola Company 1987 - 1988
The Coca-Cola Company 1985 - 1987
Skills
Commercial Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Accounts Receivable, PowerPoint, Department Budgeting, Budget Process, Monthly Close, Account Reconciliation, Process Improvement, Credit Analysis, SAP R/3, SAP BW, SAP, Loans, 1099 Preparation, Non-profit Boards, Customer Service, UCC filings, Blackline
Education
Fremd 1972 — 1976
Georgia State University
BBA, Finance
Mercer University - Stetson School of Business and Economics
MBA
Other
Kelly Starr's AIG Advisor Group Experience May 2005 - Present
Job Compliance Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group May 2005 - Present
Schwab Institutional September 1999 - May 2005
Skills
Series 7, Securities, Investment Advisory, Mutual Funds, Equities, Series 24, FINRA, Trading, Wealth Management, Investments, Financial Advisory, Portfolio Management, Asset Allocation, Options Trading, Series 66, Series 4, Series 53, CFP, Certified Financial..., Financial Services
Education
Baylor University - Hankamer School of Business
BBA, Finance
College for Financial Planning
Certified Financial Planner, CFP Certificate
AIG Advisor Group May 2005 - Present
Schwab Institutional September 1999 - May 2005
Skills
Series 7, Securities, Investment Advisory, Mutual Funds, Equities, Series 24, FINRA, Trading, Wealth Management, Investments, Financial Advisory, Portfolio Management, Asset Allocation, Options Trading, Series 66, Series 4, Series 53, CFP, Certified Financial..., Financial Services
Education
Baylor University - Hankamer School of Business
BBA, Finance
College for Financial Planning
Certified Financial Planner, CFP Certificate
Lisa Hoyne's AIG Advisor Group Experience October 2014 - Present
Job SVP Marketing at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2014 - Present
Woodbury Financial Services January 2012 - October 2014
Woodbury Financial Services July 2008 - December 2011
Woodbury Financial Services July 2008 - November 2009
Midland National Life March 1996 - June 2008
ING Financial Partners 1990 - 1996
Skills
Brokers, Insurance, Wealth Management, Investments, Securities, Fixed Annuities, Marketing, Retirement Planning, Strategy, Change Management, Marketing Communications, Strategic Planning, Financial Advisory, Sales, Management, Mutual Funds, Business Development, Series 7, Financial Services, Series 6
Education
Concordia College 1978 — 1982
BA, Psychology and Business Communications
AIG Advisor Group October 2014 - Present
Woodbury Financial Services January 2012 - October 2014
Woodbury Financial Services July 2008 - December 2011
Woodbury Financial Services July 2008 - November 2009
Midland National Life March 1996 - June 2008
ING Financial Partners 1990 - 1996
Skills
Brokers, Insurance, Wealth Management, Investments, Securities, Fixed Annuities, Marketing, Retirement Planning, Strategy, Change Management, Marketing Communications, Strategic Planning, Financial Advisory, Sales, Management, Mutual Funds, Business Development, Series 7, Financial Services, Series 6
Education
Concordia College 1978 — 1982
BA, Psychology and Business Communications
Noah Sorkin's AIG Advisor Group Experience Assistant District AttorneyKings County District Attorney1982 - 1988
Job General Counsel at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group Assistant District AttorneyKings County District Attorney1982 - 1988
Education
Connecticut College 1975 — 1979
BA, Government and Economics
AIG Advisor Group Assistant District AttorneyKings County District Attorney1982 - 1988
Education
Connecticut College 1975 — 1979
BA, Government and Economics
Lorraine Ratchford's AIG Advisor Group Experience 2007 - 2011
Job Operations Compliance Manager at Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Insurance Company of America January 2015 - Present
Financial Industry Regulatory Authority March 2011 - January 2015
Royal Alliance Associates March 2007 - 2011
AIG Advisor Group 2007 - 2011
Citicorp Investment Services June 2004 - February 2007
Skills
CIP, FINRA, KYC, AML, Bank Secrecy Act, Securities, Securities Regulation, Alternative Investments, Mutual Funds, Fixed Income, Broker-Dealer, Series 7, Options, OFAC, Trading, Series 24, Internal Audit, SEC, USA PATRIOT Act, Financial Risk, Anti Money Laundering
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Accounting
Prudential Insurance Company of America January 2015 - Present
Financial Industry Regulatory Authority March 2011 - January 2015
Royal Alliance Associates March 2007 - 2011
AIG Advisor Group 2007 - 2011
Citicorp Investment Services June 2004 - February 2007
Skills
CIP, FINRA, KYC, AML, Bank Secrecy Act, Securities, Securities Regulation, Alternative Investments, Mutual Funds, Fixed Income, Broker-Dealer, Series 7, Options, OFAC, Trading, Series 24, Internal Audit, SEC, USA PATRIOT Act, Financial Risk, Anti Money Laundering
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Accounting
Mark Tevis's AIG Advisor Group Experience June 2015 - Present
Job Service Analyst
Industry Financial Services
Experience
AIG Advisor Group June 2015 - Present
Oxnard College August 2011 - April 2015
Westlake High School September 2009 - April 2015
Private Soccer Training June 2004 - April 2015
Soccer Camps April 2004 - April 2015
Elite Scout Net March 2012 - June 2013
Oxnard College August 2010 - August 2011
Apex Soccer Club March 2009 - August 2010
Apex Soccer Club March 2009 - August 2010
California Lutheran University August 2009 - September 2009
Skills
Coaching, Microsoft Excel, Analysis, Sports, Sports Management, Football, Sports Marketing, Athletics, Sponsorship, Event Management, Marketing, Training, Teaching, Fundraising, Player Development, Social Media, Event Planning
Education
The School of the Art Institute of Chicago 2007 — 2008
B.F.A., Painting and Drawing
California Lutheran University 2002 — 2006
B.A., Art
United States Soccer Federation "State" E Liscense 2005 — 2005
Marion Harding High School 1999 — 2002
AIG Advisor Group June 2015 - Present
Oxnard College August 2011 - April 2015
Westlake High School September 2009 - April 2015
Private Soccer Training June 2004 - April 2015
Soccer Camps April 2004 - April 2015
Elite Scout Net March 2012 - June 2013
Oxnard College August 2010 - August 2011
Apex Soccer Club March 2009 - August 2010
Apex Soccer Club March 2009 - August 2010
California Lutheran University August 2009 - September 2009
Skills
Coaching, Microsoft Excel, Analysis, Sports, Sports Management, Football, Sports Marketing, Athletics, Sponsorship, Event Management, Marketing, Training, Teaching, Fundraising, Player Development, Social Media, Event Planning
Education
The School of the Art Institute of Chicago 2007 — 2008
B.F.A., Painting and Drawing
California Lutheran University 2002 — 2006
B.A., Art
United States Soccer Federation "State" E Liscense 2005 — 2005
Marion Harding High School 1999 — 2002
Scott Heller's AIG Advisor Group Experience March 2015 - Present
Job Associate Director Application Support at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2015 - Present
Advisor Group May 1999 - March 2015
Innovision Imaging, Inc. November 1995 - May 1999
Skills
Process Improvement, Change Management, Customer Service, Disaster Recovery, IT Management, Active Directory, Security, IIS, Project Management, Risk Management, Microsoft SQL Server, Software Documentation, Internal Audit, Troubleshooting, Business Analysis, Integration, SharePoint, Financial Risk, C#, Information Technology, Windows Server, SDLC, XP, SQL, Visio, System Administration, Vendor Management, Technical Support, ITIL, IT Strategy, Windows XP, Enterprise Architecture, Software Development
Education
University of Phoenix 2004 — 2005
Computer/Information Technology Administration and Management
DeVry University Phoenix 1991 — 1992
Computer Information Systems
AIG Advisor Group March 2015 - Present
Advisor Group May 1999 - March 2015
Innovision Imaging, Inc. November 1995 - May 1999
Skills
Process Improvement, Change Management, Customer Service, Disaster Recovery, IT Management, Active Directory, Security, IIS, Project Management, Risk Management, Microsoft SQL Server, Software Documentation, Internal Audit, Troubleshooting, Business Analysis, Integration, SharePoint, Financial Risk, C#, Information Technology, Windows Server, SDLC, XP, SQL, Visio, System Administration, Vendor Management, Technical Support, ITIL, IT Strategy, Windows XP, Enterprise Architecture, Software Development
Education
University of Phoenix 2004 — 2005
Computer/Information Technology Administration and Management
DeVry University Phoenix 1991 — 1992
Computer Information Systems
Abby Henig's AIG Advisor Group Experience June 2010 - Present
Job Associate General Counsel
Industry Financial Services
Experience
AIG Advisor Group June 2010 - Present
SagePoint Financial June 2007 - May 2010
Arizona Corporation Commission October 2005 - May 2007
Skills
Foreign Languages, Transactional..., Securities, Financial Services, Securities Regulation, FINRA, Mutual Funds, Due Diligence, Investment Advisory, Corporate Law, Asset Management, Legal Compliance, Risk Management, Mergers & Acquisitions, Wealth Management, Alternative Investments, Financial Risk, Investments, AML, Investment Management, Corporate Governance, Series 24, Anti Money Laundering
Education
Columbia Law School
JD, Securities, International
IREX Fellowship
Two year grant, post-law school, International Law - Harvard Law School; St. Petersburg, Russia
Barnard College
AB, Anthropology
AIG Advisor Group June 2010 - Present
SagePoint Financial June 2007 - May 2010
Arizona Corporation Commission October 2005 - May 2007
Skills
Foreign Languages, Transactional..., Securities, Financial Services, Securities Regulation, FINRA, Mutual Funds, Due Diligence, Investment Advisory, Corporate Law, Asset Management, Legal Compliance, Risk Management, Mergers & Acquisitions, Wealth Management, Alternative Investments, Financial Risk, Investments, AML, Investment Management, Corporate Governance, Series 24, Anti Money Laundering
Education
Columbia Law School
JD, Securities, International
IREX Fellowship
Two year grant, post-law school, International Law - Harvard Law School; St. Petersburg, Russia
Barnard College
AB, Anthropology
Edward McConnell's AIG Advisor Group Experience January 2006 - October 2008
Job Securities Compliance Examiner at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission November 2010 - Present
Compass Efficient Model Portfolios, LLC October 2009 - November 2010
AIG Advisor Group January 2006 - October 2008
Education
Davidson College 1993 — 1997
BA, History
US Securities and Exchange Commission November 2010 - Present
Compass Efficient Model Portfolios, LLC October 2009 - November 2010
AIG Advisor Group January 2006 - October 2008
Education
Davidson College 1993 — 1997
BA, History
Eric Waller's AIG Advisor Group Experience December 2014 - Present
Job Senior Vice President at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
Protective Life November 2010 - December 2014
The Hartford December 2005 - November 2010
Skills
Asset Management, IRAs, Employee Benefits, Investments, Leadership, Financial Services, Wealth, Strategic Financial..., Variable Annuities, Training, Sales Presentations, Sales, Management, Wealth Management..., Risk Management, Pensions
Education
Birmingham School of Law 1989 — 1993
J.D., Law
Harding University 1976 — 1979
M.A., Counseling Psychology
AIG Advisor Group December 2014 - Present
Protective Life November 2010 - December 2014
The Hartford December 2005 - November 2010
Skills
Asset Management, IRAs, Employee Benefits, Investments, Leadership, Financial Services, Wealth, Strategic Financial..., Variable Annuities, Training, Sales Presentations, Sales, Management, Wealth Management..., Risk Management, Pensions
Education
Birmingham School of Law 1989 — 1993
J.D., Law
Harding University 1976 — 1979
M.A., Counseling Psychology
Muthu Nagamani, PMP, CSM, ITIL's AIG Advisor Group Experience June 2014 - Present
Job Senior Project Manager at AIG Advisor Group
Industry Information Technology and Services
Experience
AIG Advisor Group June 2014 - Present
American Express July 2012 - May 2014
Ameriprise Financial Services, Inc. November 2011 - June 2012
Discover Financial Services December 2010 - November 2011
Citi June 2008 - November 2010
Citi June 2007 - May 2008
Citi July 2005 - May 2007
JPMorgan Chase August 2003 - June 2005
Tata Consultancy Services May 2001 - July 2003
Skills
Global Delivery, Requirements Analysis, Offshoring, SDLC, Software Project..., Project Governance, Program Management, Vendor Management, Solution Architecture, Leadership, Business Intelligence, PMO, Requirements Gathering, IT Strategy, PMP, Project Delivery, Outsourcing, Resource Management, Agile Project Management, Project Portfolio..., Enterprise Architecture
Education
Anna University 1997 — 2001
B.E, College of Engineering, Guindy
ICFAI 2009 — 2011
Advanced Diploma in Management
TCS - Leadership Development Institute 2009 — 2009
Ambassador Corps Business Leadership Program
AIG Advisor Group June 2014 - Present
American Express July 2012 - May 2014
Ameriprise Financial Services, Inc. November 2011 - June 2012
Discover Financial Services December 2010 - November 2011
Citi June 2008 - November 2010
Citi June 2007 - May 2008
Citi July 2005 - May 2007
JPMorgan Chase August 2003 - June 2005
Tata Consultancy Services May 2001 - July 2003
Skills
Global Delivery, Requirements Analysis, Offshoring, SDLC, Software Project..., Project Governance, Program Management, Vendor Management, Solution Architecture, Leadership, Business Intelligence, PMO, Requirements Gathering, IT Strategy, PMP, Project Delivery, Outsourcing, Resource Management, Agile Project Management, Project Portfolio..., Enterprise Architecture
Education
Anna University 1997 — 2001
B.E, College of Engineering, Guindy
ICFAI 2009 — 2011
Advanced Diploma in Management
TCS - Leadership Development Institute 2009 — 2009
Ambassador Corps Business Leadership Program
Joshua Leung's AIG Advisor Group Experience October 2009 - Present
Job Compensation Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2009 - Present
AIG Royal Alliance February 2009 - October 2009
AIG ROYAL ALLIANCE 2006 - 2009
AIG Royal Alliance May 2006 - November 2007
Skills
HRIS
Education
Borough of Manhattan Community College 2006 — 2007
AIG Advisor Group October 2009 - Present
AIG Royal Alliance February 2009 - October 2009
AIG ROYAL ALLIANCE 2006 - 2009
AIG Royal Alliance May 2006 - November 2007
Skills
HRIS
Education
Borough of Manhattan Community College 2006 — 2007
Dan Baus's AIG Advisor Group Experience March 2006 - July 2007
Job Restricted Stock Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab July 2007 - June 2011
Aig Advisor Group March 2006 - July 2007
Education
Arizona State University 2008 — 2010
Master of Business Administration, Finance
Bowling Green State University 2001 — 2005
Bachelor of Science and Business Administrations, Finance
Charles Schwab June 2011 - Present
Charles Schwab July 2007 - June 2011
Aig Advisor Group March 2006 - July 2007
Education
Arizona State University 2008 — 2010
Master of Business Administration, Finance
Bowling Green State University 2001 — 2005
Bachelor of Science and Business Administrations, Finance
Luke Rudolph's AIG Advisor Group Experience June 2012 - January 2013
Job Risk Consultant
Industry Financial Services
Experience
Voya Financial Advisors, Inc. January 2013 - Present
AIG Advisor Group June 2012 - January 2013
AIG Advisor Group October 2006 - June 2012
UBS Financial 2003 - 2006
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Voya Financial Advisors, Inc. January 2013 - Present
AIG Advisor Group June 2012 - January 2013
AIG Advisor Group October 2006 - June 2012
UBS Financial 2003 - 2006
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fairleigh Dickinson University 2001 — 2005
BS, Finance
Jennifer Juste's AIG Advisor Group Experience June 2015 - Present
Job Deputy Chief Compliance Officer at AIG Advisor Group
Industry Legal Services
Experience
AIG Advisor Group June 2015 - Present
Skills
Securities Regulation, Securities, Legal Writing, Investment Management, Corporate Law, Corporate Governance, Due Diligence, Legal Advice, Civil Litigation
Education
Fordham University School of Law 2002 — 2006
J.D., Law
State University of New York at Albany 1998 — 2002
B.S., Finance
AIG Advisor Group June 2015 - Present
Skills
Securities Regulation, Securities, Legal Writing, Investment Management, Corporate Law, Corporate Governance, Due Diligence, Legal Advice, Civil Litigation
Education
Fordham University School of Law 2002 — 2006
J.D., Law
State University of New York at Albany 1998 — 2002
B.S., Finance
Vonnetta Yvette Sloan's AIG Advisor Group Experience August 2011 - September 2015
Job Technical Analyst
Industry Information Technology and Services
Experience
AIG Advisor Group August 2011 - September 2015
Roth Staffing May 2010 - April 2011
Woodruff Arts Center April 2007 - April 2010
Tek Systems June 2006 - February 2007
AIG September 2004 - May 2006
AIG December 2001 - September 2004
GE October 2000 - November 2001
HD Computer Solutions September 1999 - October 2000
Skills
Salesforce Training, ServiceNow, Microsoft Excel, Visio, Crystal Reports, Network Administration, Windows Server, Unix, Software Installation, Computer Hardware..., Computer Hardware...
Education
Herzing University 1998 — 1999
Microsoft Certified Systems Engineer Training
Alabama State University 1992 — 1997
BA, English
AIG Advisor Group August 2011 - September 2015
Roth Staffing May 2010 - April 2011
Woodruff Arts Center April 2007 - April 2010
Tek Systems June 2006 - February 2007
AIG September 2004 - May 2006
AIG December 2001 - September 2004
GE October 2000 - November 2001
HD Computer Solutions September 1999 - October 2000
Skills
Salesforce Training, ServiceNow, Microsoft Excel, Visio, Crystal Reports, Network Administration, Windows Server, Unix, Software Installation, Computer Hardware..., Computer Hardware...
Education
Herzing University 1998 — 1999
Microsoft Certified Systems Engineer Training
Alabama State University 1992 — 1997
BA, English
Chinwe Osuji, PMP's AIG Advisor Group Experience August 2009 - August 2011
Job Business Solutions Lead at Philips Healthcare
Industry Information Technology and Services
Experience
Philips Healthcare April 2015 - Present
Philips Healthcare April 2013 - April 2015
Coca-Cola Enterprises December 2012 - March 2013
CredAbility August 2011 - December 2012
AIG Advisor Group August 2009 - August 2011
AIG Advisor Group April 2007 - August 2009
CIBC World markets June 2001 - August 2006
CosmoCom August 2000 - May 2001
Scudder Kemper Investments December 1998 - August 2000
Boeing Helicopters October 1996 - July 1998
Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning
Education
Hofstra University
MBA, Finance
Howard University
BS, Mechanical Engineering
Philips Healthcare April 2015 - Present
Philips Healthcare April 2013 - April 2015
Coca-Cola Enterprises December 2012 - March 2013
CredAbility August 2011 - December 2012
AIG Advisor Group August 2009 - August 2011
AIG Advisor Group April 2007 - August 2009
CIBC World markets June 2001 - August 2006
CosmoCom August 2000 - May 2001
Scudder Kemper Investments December 1998 - August 2000
Boeing Helicopters October 1996 - July 1998
Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning
Education
Hofstra University
MBA, Finance
Howard University
BS, Mechanical Engineering
Alyssa Marrone's AIG Advisor Group Experience April 2011 - Present
Job Planner, Corporate Meetings & Events at AIG Advisor Group
Industry Events Services
Experience
AIG Advisor Group April 2011 - Present
TD November 2010 - April 2011
Opal Financial Group January 2010 - November 2010
Skills
Event Planning, Corporate Events, Marketing, Marketing Communications, Meeting Planning, Event Management, Trade Shows, Public Relations, Social Media Marketing, Email Marketing, Sales, Marketing Strategy, Customer Service, Social Media, Budgets, Sponsorship, Direct Marketing, Digital Marketing, Fundraising, New Business Development, Social Networking, Hotels, Leadership, Account Management, Online Advertising, Corporate Communications, Hospitality, Strategic Planning
Education
NYU 2012 — 2015
Masters of Science, Hospitality Industry Studies - Hospitality Finance
Hofstra University 2007 — 2010
Bachelor of Business Administration (BBA), International Business
North Shore High School
AIG Advisor Group April 2011 - Present
TD November 2010 - April 2011
Opal Financial Group January 2010 - November 2010
Skills
Event Planning, Corporate Events, Marketing, Marketing Communications, Meeting Planning, Event Management, Trade Shows, Public Relations, Social Media Marketing, Email Marketing, Sales, Marketing Strategy, Customer Service, Social Media, Budgets, Sponsorship, Direct Marketing, Digital Marketing, Fundraising, New Business Development, Social Networking, Hotels, Leadership, Account Management, Online Advertising, Corporate Communications, Hospitality, Strategic Planning
Education
NYU 2012 — 2015
Masters of Science, Hospitality Industry Studies - Hospitality Finance
Hofstra University 2007 — 2010
Bachelor of Business Administration (BBA), International Business
North Shore High School
Rajashree Joshi's AIG Advisor Group Experience 2011 - 2011
Job Sr. QA Analayst at VeriZon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless October 2012 - Present
Wells Fargo October 2011 - October 2012
AIG Advisor Group 2011 - 2011
Skills
SDLC, Software Quality..., Manual Testing, Test Planning, Quality Center, Requirements Analysis, Quality Assurance, Regression Testing, Test Automation, QTP, Software Project..., Agile Methodologies, User Acceptance Testing, SQL
Education
Gulbarga University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Gulbarga University 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Software Engineering
Verizon Wireless October 2012 - Present
Wells Fargo October 2011 - October 2012
AIG Advisor Group 2011 - 2011
Skills
SDLC, Software Quality..., Manual Testing, Test Planning, Quality Center, Requirements Analysis, Quality Assurance, Regression Testing, Test Automation, QTP, Software Project..., Agile Methodologies, User Acceptance Testing, SQL
Education
Gulbarga University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Gulbarga University 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Software Engineering
Matthew Zienty's AIG Advisor Group Experience October 2002 - June 2006
Job CoFounder at Parallel Trading Group, Inc
Industry Financial Services
Experience
Parallel Trading Group, Inc January 2012 - Present
FSC Securities January 2011 - December 2011
Householder Group June 2006 - October 2010
AIG Advisor Group October 2002 - June 2006
Deutsche Bank Securities January 2000 - June 2002
Skills
Risk Management, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investment Management, 401k, Trading, FINRA, Insurance, Financial Services, Wealth, IRAs, Hedge Funds, Options, Investments, Series 7
Education
Arizona State University 1992 — 1996
Bachelor of Science (BS), Justice Studies
Parallel Trading Group, Inc January 2012 - Present
FSC Securities January 2011 - December 2011
Householder Group June 2006 - October 2010
AIG Advisor Group October 2002 - June 2006
Deutsche Bank Securities January 2000 - June 2002
Skills
Risk Management, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investment Management, 401k, Trading, FINRA, Insurance, Financial Services, Wealth, IRAs, Hedge Funds, Options, Investments, Series 7
Education
Arizona State University 1992 — 1996
Bachelor of Science (BS), Justice Studies
Tomislav Kostadinov, CPA's AIG Advisor Group Experience November 2007 - July 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs September 2013 - December 2014
Schwartz & Company, LLP June 2010 - August 2013
Adelphi University May 2009 - August 2010
Adelphi University September 2008 - August 2009
AIG Advisor Group November 2007 - July 2008
Skills
ProSystem fx Engagement, BDO's APT, SBIC Program Electronic..., BackStop Solutions, Bloomberg Terminal, Quickbooks, MS Office Suite, Fluent in Bulgarian, Comprehension of spoken..., QuickBooks, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Accounting, GAAP, US GAAP, Tax Accounting
Education
Adelphi University 2005 — 2010
Bachelor of Science (BS), Finance, General
Adelphi University 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Goldman Sachs January 2015 - Present
Goldman Sachs September 2013 - December 2014
Schwartz & Company, LLP June 2010 - August 2013
Adelphi University May 2009 - August 2010
Adelphi University September 2008 - August 2009
AIG Advisor Group November 2007 - July 2008
Skills
ProSystem fx Engagement, BDO's APT, SBIC Program Electronic..., BackStop Solutions, Bloomberg Terminal, Quickbooks, MS Office Suite, Fluent in Bulgarian, Comprehension of spoken..., QuickBooks, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Accounting, GAAP, US GAAP, Tax Accounting
Education
Adelphi University 2005 — 2010
Bachelor of Science (BS), Finance, General
Adelphi University 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Judith Embry's AIG Advisor Group Experience February 2002 - May 2015
Job Executive Assistant at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2002 - May 2015
Towers Perrin June 2000 - October 2001
Reagan Consulting January 1999 - June 2000
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Visio, Microsoft Excel, Training, Event Planning
Education
Dekalb Community College
Business Administration and Management, General
Georgia State University
Business Administration and Management, General
AIG Advisor Group February 2002 - May 2015
Towers Perrin June 2000 - October 2001
Reagan Consulting January 1999 - June 2000
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Visio, Microsoft Excel, Training, Event Planning
Education
Dekalb Community College
Business Administration and Management, General
Georgia State University
Business Administration and Management, General
Patrick Hardin's AIG Advisor Group Experience October 2011 - Present
Job Advisor Support Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2011 - Present
J. Christopher's March 2001 - May 2012
Alan C. Pope High School July 2009 - June 2010
High Meadows School August 2009 - May 2010
Skills
Percussion Performance, Swing Dance, Music Education, Microsoft Excel, Teaching, Teamwork, Conducting, Management, Accounting, Leadership, Financial Analysis, Sales, Microsoft Office, Microsoft Word, Customer Service, Marketing, Risk Management, PowerPoint, Time Management, Public Speaking, Event Planning, Budgets
Education
Columbus State University 2005 — 2009
Bachelor of Music, Percussion Performance
College for Financial Planning
AIG Advisor Group October 2011 - Present
J. Christopher's March 2001 - May 2012
Alan C. Pope High School July 2009 - June 2010
High Meadows School August 2009 - May 2010
Skills
Percussion Performance, Swing Dance, Music Education, Microsoft Excel, Teaching, Teamwork, Conducting, Management, Accounting, Leadership, Financial Analysis, Sales, Microsoft Office, Microsoft Word, Customer Service, Marketing, Risk Management, PowerPoint, Time Management, Public Speaking, Event Planning, Budgets
Education
Columbus State University 2005 — 2009
Bachelor of Music, Percussion Performance
College for Financial Planning
Craig Vollono's AIG Advisor Group Experience August 2007 - Present
Job Litigation Counsel at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group August 2007 - Present
Merrill Lynch November 2002 - May 2007
Skills
Arbitration, Securities Regulation, FINRA, Securities, Securities Litigation, Due Diligence, Series 63, Mediation, AML, Corporate Governance, Corporate Law, Mutual Funds, Series 7, Series 24, Litigation, Litigation Management, Legal Compliance, Financial Services
Education
Boston University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1999
Bachelor of Arts (B.A.)
AIG Advisor Group August 2007 - Present
Merrill Lynch November 2002 - May 2007
Skills
Arbitration, Securities Regulation, FINRA, Securities, Securities Litigation, Due Diligence, Series 63, Mediation, AML, Corporate Governance, Corporate Law, Mutual Funds, Series 7, Series 24, Litigation, Litigation Management, Legal Compliance, Financial Services
Education
Boston University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1999
Bachelor of Arts (B.A.)
Yue Mon Eng's AIG Advisor Group Experience 2013 - Present
Job Senior Business Analyst at Royal Alliance Associates INC
Industry Financial Services
Experience
Royal Alliance Associates INC September 2013 - Present
AIG Advisor Group 2013 - Present
Royal Alliance Assoc. Inc. January 2011 - September 2013
Royal Alliance Assoc. Inc January 2004 - January 2011
Skills
Risk Management, PMO, Business Analysis, Portfolio Management, Financial Services, SDLC
Education
City University of New York-John Jay College of Criminal Justice
Bachelor of Business Administration (BBA)
Royal Alliance Associates INC September 2013 - Present
AIG Advisor Group 2013 - Present
Royal Alliance Assoc. Inc. January 2011 - September 2013
Royal Alliance Assoc. Inc January 2004 - January 2011
Skills
Risk Management, PMO, Business Analysis, Portfolio Management, Financial Services, SDLC
Education
City University of New York-John Jay College of Criminal Justice
Bachelor of Business Administration (BBA)
George Loeffler's AIG Advisor Group Experience February 2010 - Present
Job Regional Manager at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
AIG Advisor Group February 2010 - Present
Ice Cream Planet 2008 - 2009
Charles Schwab 2006 - 2008
Congess Street Financial 2004 - 2006
Scottrade 2000 - 2004
U.S. Bank 1996 - 2000
Olde Stockbrokers 1994 - 1994
Skills
Financial Services, Series 7, Series 4, Series 53, Series 24, Series 66, Series 63
Education
Arizona State University
Bachelor's Degree, Business Administration
Phi Delta Theta
Camille Hammer's AIG Advisor Group Experience 2011 - 2013
Job Advertising Review Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group (FSC, Royal Alliance, SagePoint, and Woodbury) 2014 - Present
AIG Advisor Group 2011 - 2013
AIG Advisor Group January 2010 - 2010
AIG Advisor Group 2009 - 2010
AIG Advisor Group 2006 - 2008
Northwestern Mutual Financial Network 1999 - 2006
Johnson Controls 1993 - 1995
PetSmart 1990 - 1993
Kay Jewelers 1989 - 1990
The Intelligent Approach 1988 - 1989
Skills
Advertising, Risk Management, Investments, Management, Insurance, Customer Service, Financial Services, Investment Advisory, Marketing Strategy, Human Resources, Analysis, Retail Buying, Training & Development, Merchandise Buying, Operations Management
Education
Arizona State University
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor's Degree
AIG Advisor Group (FSC, Royal Alliance, SagePoint, and Woodbury) 2014 - Present
AIG Advisor Group 2011 - 2013
AIG Advisor Group January 2010 - 2010
AIG Advisor Group 2009 - 2010
AIG Advisor Group 2006 - 2008
Northwestern Mutual Financial Network 1999 - 2006
Johnson Controls 1993 - 1995
PetSmart 1990 - 1993
Kay Jewelers 1989 - 1990
The Intelligent Approach 1988 - 1989
Skills
Advertising, Risk Management, Investments, Management, Insurance, Customer Service, Financial Services, Investment Advisory, Marketing Strategy, Human Resources, Analysis, Retail Buying, Training & Development, Merchandise Buying, Operations Management
Education
Arizona State University
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor's Degree