Cetera Advisor Networks LLC
Industry: Company
DescriptionFounded: 1983 Parent organization: Cetera Financial Group Subsidiaries: WALNUT STREET SECURITIES, INC., TOWER SQUARE SECURITIES, INC.
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Cetera Advisor Networks LLC Employees
Employee
Years
Job
Industry
Kayvon Salafian, MBA Kayvon Salafian, MBA's Cetera Advisor Networks LLC Experience June 2012 - July 2014
Job Strategies Analyst at Pensionmark Retirement Group, Founder at MarkYard
Industry Financial Services
Experience
MarkYard December 2011 - Present
Pensionmark Retirement Group August 2014 - Present
Bragg Live Foods Inc. September 2013 - December 2014
Cetera Advisor Networks LLC June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP August 2011 - June 2012
PricewaterhouseCoopers July 2009 - July 2011
Matthews & Company September 2005 - June 2009
Montecito Bank & Trust 2004 - 2008
EXPRESS June 2003 - September 2004
Fine Art Conservation Laboratories September 2000 - May 2003
Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management
MarkYard December 2011 - Present
Pensionmark Retirement Group August 2014 - Present
Bragg Live Foods Inc. September 2013 - December 2014
Cetera Advisor Networks LLC June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP August 2011 - June 2012
PricewaterhouseCoopers July 2009 - July 2011
Matthews & Company September 2005 - June 2009
Montecito Bank & Trust 2004 - 2008
EXPRESS June 2003 - September 2004
Fine Art Conservation Laboratories September 2000 - May 2003
Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management
Erin Lehfeldt Erin Lehfeldt's Cetera Advisor Networks LLC Experience August 2015 - Present
Job Administrative Assistant at Cetera Advisor Networks LLC
Industry
Experience
Cetera Advisor Networks LLC August 2015 - Present
IT Support Services, CSU Chico August 2012 - Present
U-Swirl Frozen Yogurt Shoppe June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Telephone Skills, Administration, Photoshop, Critical Thinking, Social Media, Social Networking
Education
California State University-Chico 2012 — 2016
Bachelors, Finance
Cetera Advisor Networks LLC August 2015 - Present
IT Support Services, CSU Chico August 2012 - Present
U-Swirl Frozen Yogurt Shoppe June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Telephone Skills, Administration, Photoshop, Critical Thinking, Social Media, Social Networking
Education
California State University-Chico 2012 — 2016
Bachelors, Finance
Laura Taylor Laura Taylor's Cetera Advisor Networks LLC Experience June 2015 - Present
Job Associate at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2015 - Present
Cetera Advisor Networks LLC June 2014 - May 2015
Trandes Corporation February 2008 - October 2013
US Navy September 1999 - July 2007
Skills
Security Clearance, Electronics, Radar, Military Experience, DoD, Military, Microsoft Excel, Test Equipment, Microsoft Office, Soldering, Troubleshooting, Electronics Repair, Aerospace, Satellite Communications, Electronic Warfare, PowerPoint, Multimeter, Quality Assurance, Avionics, Time Management, Critical Thinking
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
San Diego City College 2006 — 2008
Associate of Science (AS), Computer and Information Sciences, General
Cetera Advisor Networks LLC June 2015 - Present
Cetera Advisor Networks LLC June 2014 - May 2015
Trandes Corporation February 2008 - October 2013
US Navy September 1999 - July 2007
Skills
Security Clearance, Electronics, Radar, Military Experience, DoD, Military, Microsoft Excel, Test Equipment, Microsoft Office, Soldering, Troubleshooting, Electronics Repair, Aerospace, Satellite Communications, Electronic Warfare, PowerPoint, Multimeter, Quality Assurance, Avionics, Time Management, Critical Thinking
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
San Diego City College 2006 — 2008
Associate of Science (AS), Computer and Information Sciences, General
Brock Becker Brock Becker's Cetera Advisor Networks LLC Experience January 2009 - Present
Job Wealth Advisor at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group September 2008 - Present
Cetera Advisor Networks, LLC January 2009 - Present
ING Advisors Network August 2005 - August 2008
ING Advisors Network 2003 - 2005
Skills
Investments, Retirement, Securities, Financial Advisory, Financial Planners, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Wealth, Financial Services, Series 6, Strategic Financial..., FINRA, Insurance, Estate Planning, Pensions, Finance, Fixed Annuities, 401k, Wealth Management
Education
University of California, Irvine 2006 — 2006
Financial Planning and Services
Northern Arizona University, College of Business Administration 1998 — 2001
Bachelor of Science, Finance
SageView Advisory Group September 2008 - Present
Cetera Advisor Networks, LLC January 2009 - Present
ING Advisors Network August 2005 - August 2008
ING Advisors Network 2003 - 2005
Skills
Investments, Retirement, Securities, Financial Advisory, Financial Planners, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Wealth, Financial Services, Series 6, Strategic Financial..., FINRA, Insurance, Estate Planning, Pensions, Finance, Fixed Annuities, 401k, Wealth Management
Education
University of California, Irvine 2006 — 2006
Financial Planning and Services
Northern Arizona University, College of Business Administration 1998 — 2001
Bachelor of Science, Finance
Jeff Blatt's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Investment Advisor Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Blatt Companies September 1992 - Present
Walnut Street Secuities June 1996 - September 2013
Skills
Retirement Planning, Business Planning, College Savings Plans, 401k Rollovers, Income Specialist, Creative Problem Solving, Estate Conversation, Goal Development, Tax Deferral, Life Insurance, Retirement, Employee Benefits, Investments, Investment Advisory, Financial Services, Estate Planning, Financial Advisory, Wealth Management, Insurance, Finance, Entrepreneurship, Mutual Funds, Portfolio Management, IRAs, 401k, Fixed Annuities, Small Business, Asset Allocation, Investment Strategies
Education
Colorado State University 1987 — 1992
BA, Social Science
Green Mountain High School 1984 — 1987
High School Diploma
Cetera Advisor Networks LLC September 2013 - Present
Blatt Companies September 1992 - Present
Walnut Street Secuities June 1996 - September 2013
Skills
Retirement Planning, Business Planning, College Savings Plans, 401k Rollovers, Income Specialist, Creative Problem Solving, Estate Conversation, Goal Development, Tax Deferral, Life Insurance, Retirement, Employee Benefits, Investments, Investment Advisory, Financial Services, Estate Planning, Financial Advisory, Wealth Management, Insurance, Finance, Entrepreneurship, Mutual Funds, Portfolio Management, IRAs, 401k, Fixed Annuities, Small Business, Asset Allocation, Investment Strategies
Education
Colorado State University 1987 — 1992
BA, Social Science
Green Mountain High School 1984 — 1987
High School Diploma
Shawna Etemadi Shawna Etemadi's Cetera Advisor Networks LLC Experience January 2015 - June 2015
Job Advertising Coordinator at Grad Media
Industry Management Consulting
Experience
Grad Media August 2015 - Present
Eyefull August 2015 - Present
Neighborhood Legislature June 2015 - Present
Cetera Advisor Networks LLC January 2015 - June 2015
A.R.I. Financial & Realty Inc. April 2013 - February 2014
Pacific Coast Pain Management Center August 2011 - December 2011
Skills
Lean Operations, Microsoft Office, Microsoft Excel, Operational Efficiency, Problem Solving, Committed to..., Multi Tasking, Easily Adaptable, Organization &..., Customer Service, Cost Reduction..., Timely Decision Making, Communication Skills, Intrapersonal Skills, Management, Task-oriented, Maintaining A Positive..., Medical Records, Cpr Certified, Microsoft Word
Education
University of California, Santa Barbara 2014 — 2016
Economics & Accounting
Irvine Valley College 2012 — 2014
Associate’s Degree, Business Administration, 3.85 / 4.00
Trabuco Hills High School 2009 — 2012
Grad Media August 2015 - Present
Eyefull August 2015 - Present
Neighborhood Legislature June 2015 - Present
Cetera Advisor Networks LLC January 2015 - June 2015
A.R.I. Financial & Realty Inc. April 2013 - February 2014
Pacific Coast Pain Management Center August 2011 - December 2011
Skills
Lean Operations, Microsoft Office, Microsoft Excel, Operational Efficiency, Problem Solving, Committed to..., Multi Tasking, Easily Adaptable, Organization &..., Customer Service, Cost Reduction..., Timely Decision Making, Communication Skills, Intrapersonal Skills, Management, Task-oriented, Maintaining A Positive..., Medical Records, Cpr Certified, Microsoft Word
Education
University of California, Santa Barbara 2014 — 2016
Economics & Accounting
Irvine Valley College 2012 — 2014
Associate’s Degree, Business Administration, 3.85 / 4.00
Trabuco Hills High School 2009 — 2012
Scott Richardson, CFP®, AIF®'s Cetera Advisor Networks LLC Experience 2003 - Present
Job Owner, Commonwealth Capital Mgt., LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2003 - Present
Commonwealth Capital Mgt., LLC February 2001 - Present
Commonwealth Capital Management, LLC 1983 - 2013
Skills
Retirement Planning, Series 7, Retirement, Investments, FINRA, Securities, Alternative Investments, 401k Rollovers, Fixed Annuities, Investment Advisory, Financial Services, Mutual Funds, Profit Sharing, Life Insurance, Estate Planning, Uniform Combined State..., Series 63, Investment Strategies, Disability Insurance, College Savings Plans, Qualified Retirement..., Wealth Management, Financial Advisory, Series 6, Strategic Financial..., ERISA, Finance, IRAs, Certified Financial..., Separately Managed...
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Samford University 1978 — 1983
BA, Finance
Cetera Advisor Networks LLC 2003 - Present
Commonwealth Capital Mgt., LLC February 2001 - Present
Commonwealth Capital Management, LLC 1983 - 2013
Skills
Retirement Planning, Series 7, Retirement, Investments, FINRA, Securities, Alternative Investments, 401k Rollovers, Fixed Annuities, Investment Advisory, Financial Services, Mutual Funds, Profit Sharing, Life Insurance, Estate Planning, Uniform Combined State..., Series 63, Investment Strategies, Disability Insurance, College Savings Plans, Qualified Retirement..., Wealth Management, Financial Advisory, Series 6, Strategic Financial..., ERISA, Finance, IRAs, Certified Financial..., Separately Managed...
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Samford University 1978 — 1983
BA, Finance
JOSEPH G MUHLBERGER CFP,MBA JOSEPH G MUHLBERGER CFP,MBA's Cetera Advisor Networks LLC Experience 1988 - Present
Job INVESTMENT ADVISOR REPRESENTATIVE at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC 1988 - Present
Land Air//DYNALECTRON/DYNCORP September 1957 - August 1997
Land Air/DYNALECTRON/DYNCORP January 1985 - December 1989
Land Air/DYNALECTRON/DYNCORP 1957 - 1989
Land Air/DYNALECTRON/DYNCORP June 1974 - August 1988
Skills
Financial Planners, Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Certified Financial..., Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Investment Strategies, 401k, Investment Advisory, Securities, Fixed Annuities, Insurance, Series 24, Finance
Education
New Mexico State University 1959 — 1983
Bachelor of Science (BS) Electrical Engineering, Engineering, 3.2 GPA
Webster University 1973 — 1977
M.A. Finance, Financial Management, 3.6
The University of New Mexico - Robert O. Anderson School of Management 1964 — 1969
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.9 GPA
Valparaiso Technical Institute 1953 — 1957
Electronic Technology, Radio & Television, 3.5
Cetera Advisor Networks LLC 1988 - Present
Land Air//DYNALECTRON/DYNCORP September 1957 - August 1997
Land Air/DYNALECTRON/DYNCORP January 1985 - December 1989
Land Air/DYNALECTRON/DYNCORP 1957 - 1989
Land Air/DYNALECTRON/DYNCORP June 1974 - August 1988
Skills
Financial Planners, Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Certified Financial..., Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Investment Strategies, 401k, Investment Advisory, Securities, Fixed Annuities, Insurance, Series 24, Finance
Education
New Mexico State University 1959 — 1983
Bachelor of Science (BS) Electrical Engineering, Engineering, 3.2 GPA
Webster University 1973 — 1977
M.A. Finance, Financial Management, 3.6
The University of New Mexico - Robert O. Anderson School of Management 1964 — 1969
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.9 GPA
Valparaiso Technical Institute 1953 — 1957
Electronic Technology, Radio & Television, 3.5
Angela Celeste's Cetera Advisor Networks LLC Experience July 2011 - June 2014
Job Finance Intern at Solar Turbines
Industry Accounting
Experience
Solar Turbines July 2014 - Present
Cetera Advisor Networks LLC July 2011 - June 2014
Whittington Solutions, Inc. July 2012 - December 2012
Education
San Diego State University-California State University 2012 — 2014
Bachelor's Degree, Bachelors of Science: Business Administration – Accounting
Solar Turbines July 2014 - Present
Cetera Advisor Networks LLC July 2011 - June 2014
Whittington Solutions, Inc. July 2012 - December 2012
Education
San Diego State University-California State University 2012 — 2014
Bachelor's Degree, Bachelors of Science: Business Administration – Accounting
Kim Echon's Cetera Advisor Networks LLC Experience September 2013 - December 2013
Job Accounts Payable Clerk
Industry Accounting
Experience
PacMin, Inc. December 2014 - Present
BELLA + CANVAS December 2013 - September 2014
Cetera Advisor Networks LLC September 2013 - December 2013
ABC Unified School District October 2009 - May 2010
Quiznos 2007 - 2010
Skills
Customer Service, Microsoft Word, Team Leadership, Research, Market Research, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Outlook, Teamwork, Data Entry, Event Planning, Sales, Retail, Accounts Payable, Financial Analysis
Education
CSUDH 2009 — 2012
BS, Accounting
College of Southern Nevada
PacMin, Inc. December 2014 - Present
BELLA + CANVAS December 2013 - September 2014
Cetera Advisor Networks LLC September 2013 - December 2013
ABC Unified School District October 2009 - May 2010
Quiznos 2007 - 2010
Skills
Customer Service, Microsoft Word, Team Leadership, Research, Market Research, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Outlook, Teamwork, Data Entry, Event Planning, Sales, Retail, Accounts Payable, Financial Analysis
Education
CSUDH 2009 — 2012
BS, Accounting
College of Southern Nevada
Anjali Suri Anjali Suri's Cetera Advisor Networks LLC Experience August 2008 - Present
Job Financial Advisor at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC August 2008 - Present
Pioneer Bank 2002 - 2007
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Banking, Risk Management
Education
University of Houston-Clear Lake 1989 — 1992
Bachelor of Science (BS), Accounting and Finance
Delhi University 1975 — 1979
Bachelor of Arts (BA), Economics Honors
Cetera Advisor Networks LLC August 2008 - Present
Pioneer Bank 2002 - 2007
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Banking, Risk Management
Education
University of Houston-Clear Lake 1989 — 1992
Bachelor of Science (BS), Accounting and Finance
Delhi University 1975 — 1979
Bachelor of Arts (BA), Economics Honors
Daniel Nahigian Daniel Nahigian's Cetera Advisor Networks LLC Experience June 2012 - Present
Job Financial Adviser and Investment Consultant
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2012 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Analysis, Transportation, Budgets, Series 7, Financial Advisory, Series 66, Life & Health Insurance..., Retirement Planning, Retirement Savings
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2008 — 2012
Bachelor of Arts (BA)
Cetera Advisor Networks LLC June 2012 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Analysis, Transportation, Budgets, Series 7, Financial Advisory, Series 66, Life & Health Insurance..., Retirement Planning, Retirement Savings
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.)
Wheaton College 2008 — 2012
Bachelor of Arts (BA)
Elise Tilley's Cetera Advisor Networks LLC Experience July 2013 - Present
Job Client Relationship Manager at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC July 2013 - Present
Maxim Healthcare Services September 2011 - June 2013
Campus Crusade for Christ May 2010 - August 2011
All About Produce, Inc July 2008 - August 2008
Skills
Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Payroll, Teamwork, Microsoft Word, Leadership, Accounting, Budgets, Team Building, Healthcare
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Agricultural Business and Management
Cetera Advisor Networks LLC July 2013 - Present
Maxim Healthcare Services September 2011 - June 2013
Campus Crusade for Christ May 2010 - August 2011
All About Produce, Inc July 2008 - August 2008
Skills
Data Entry, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Payroll, Teamwork, Microsoft Word, Leadership, Accounting, Budgets, Team Building, Healthcare
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Agricultural Business and Management
John R. Foerster, ChFC® John R. Foerster, ChFC®'s Cetera Advisor Networks LLC Experience January 2003 - Present
Job Owner of Foerster Financial | Wealth Management Advisor | Budget and Debt Counselor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2003 - Present
Foerster Financial December 1998 - Present
Acacia Theatre 2007 - Present
various insurance companies December 1999 - Present
Elmbrook Church 2007 - 2013
Elmbrook Church 2007 - 2010
Prudential Insurance Company of America June 1999 - January 2003
Elmbrook Church 1990 - 2002
Briggs and Stratton 1982 - 2000
Education
American College 2005 — 2011
ChFC
Ottowa Universary 1998 — 1999
Moody Bible Institute 1984 — 1984
Milwaukee School of Engineering 1976 — 1980
ECET
Cetera Advisor Networks LLC January 2003 - Present
Foerster Financial December 1998 - Present
Acacia Theatre 2007 - Present
various insurance companies December 1999 - Present
Elmbrook Church 2007 - 2013
Elmbrook Church 2007 - 2010
Prudential Insurance Company of America June 1999 - January 2003
Elmbrook Church 1990 - 2002
Briggs and Stratton 1982 - 2000
Education
American College 2005 — 2011
ChFC
Ottowa Universary 1998 — 1999
Moody Bible Institute 1984 — 1984
Milwaukee School of Engineering 1976 — 1980
ECET
Paula Croskey's Cetera Advisor Networks LLC Experience May 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks, LLC May 1998 - Present
John Hancock Life Insurance Company (U.S.A.) April 1995 - May 1998
John Hancock Life Insurance Company (U.S.A.) March 1995 - May 1998
NCR Corporation December 1981 - December 1994
Skills
Investments, Insurance, Securities, Long-term Care, Retirement Planning, Small Business
Education
California State University-Hayward - School of Business and Economics 1979 — 1981
Bachelor of Science, Busniness/Marketing
Las Lomas High School 1972 — 1976
Cetera Advisor Networks, LLC May 1998 - Present
John Hancock Life Insurance Company (U.S.A.) April 1995 - May 1998
John Hancock Life Insurance Company (U.S.A.) March 1995 - May 1998
NCR Corporation December 1981 - December 1994
Skills
Investments, Insurance, Securities, Long-term Care, Retirement Planning, Small Business
Education
California State University-Hayward - School of Business and Economics 1979 — 1981
Bachelor of Science, Busniness/Marketing
Las Lomas High School 1972 — 1976
Jeremy Heimbigner Jeremy Heimbigner's Cetera Advisor Networks LLC Experience June 2011 - March 2014
Job Retirement Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Fidelity Investments October 2014 - Present
Fidelity Investments April 2014 - October 2014
Cetera Advisor Networks LLC June 2011 - March 2014
Morgan Stanley Smith Barney May 2009 - April 2010
Fallbrook Associated Swim Team September 2006 - May 2008
Skills
Investment Advisory, Strategic Financial..., Investments, FINRA, Fixed Income, Equities, Estate Planning, Life Insurance
Education
College for Financial Planning 2012 — 2014
Master of Science (MS), Personal Financial Planning
San Diego State University-California State University 2006 — 2010
Bachelor of Science Business Administration, Financial Services
Fallbrook High School 2001 — 2005
Robert Sandor Robert Sandor's Cetera Advisor Networks LLC Experience July 2013 - September 2013
Job Billing Specialist at Katten Muchin Rosenman LLP
Industry Financial Services
Experience
Katten Muchin Rosenman LLP May 2014 - December 2014
Varsity Tutors October 2013 - December 2014
Preferred Long Distance 2013 - 2014
Cetera Advisor Networks LLC July 2013 - September 2013
The Academic Advantage February 2012 - June 2013
Skills
Tutoring, Lesson Planning, Public Speaking, Event Planning, Microsoft Word, Research, Time Management, Financial Analysis, Microsoft Excel, Morningstar Office, Microsoft Office, Teamwork, Social Media, Access, PowerPoint, Accounting
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.74
Los Angeles Pierce College 2009 — 2011
Katten Muchin Rosenman LLP May 2014 - December 2014
Varsity Tutors October 2013 - December 2014
Preferred Long Distance 2013 - 2014
Cetera Advisor Networks LLC July 2013 - September 2013
The Academic Advantage February 2012 - June 2013
Skills
Tutoring, Lesson Planning, Public Speaking, Event Planning, Microsoft Word, Research, Time Management, Financial Analysis, Microsoft Excel, Morningstar Office, Microsoft Office, Teamwork, Social Media, Access, PowerPoint, Accounting
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.74
Los Angeles Pierce College 2009 — 2011
Jan Mayhew Jan Mayhew's Cetera Advisor Networks LLC Experience February 2011 - Present
Job Registred Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2011 - Present
Principal Financial Group 2000 - 2006
Skills
Client focused, An analyst with..., 30 years of experince...
Education
Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cetera Advisor Networks LLC February 2011 - Present
Principal Financial Group 2000 - 2006
Skills
Client focused, An analyst with..., 30 years of experince...
Education
Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Douglas King Douglas King's Cetera Advisor Networks LLC Experience March 2013 - Present
Job President & CEO at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2013 - Present
Cetera Advisor Networks LLC April 2012 - February 2013
Bank of America October 2009 - January 2011
Merrill Lynch July 1995 - January 2011
Merrill Lynch July 1986 - June 1995
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Management, Risk Management, Finance, Insurance, Equities, Team Building, Business Strategy, Sales Management, Management, Estate Planning, Business Planning, Banking, Public Speaking, Customer Service, Mutual Funds, Budgets, Coaching, Financial Planning, Leadership Development, Credit, Asset Managment, Change Management, Marketing Strategy, New Business Development, Project Planning, Negotiation, Fundraising, Hedge Funds, Series 63, Alternative Investments, FINRA, Nonprofits, Mergers & Acquisitions
Education
Carlson School of Management, University of Minnesota
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Management
College for Financial Planning 1986 — 1989
CFP, Certified Financial Planner
Cetera Advisor Networks LLC March 2013 - Present
Cetera Advisor Networks LLC April 2012 - February 2013
Bank of America October 2009 - January 2011
Merrill Lynch July 1995 - January 2011
Merrill Lynch July 1986 - June 1995
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Asset Allocation, Financial Advisory, Financial Analysis, Investment Advisory, Securities, Asset Management, Risk Management, Finance, Insurance, Equities, Team Building, Business Strategy, Sales Management, Management, Estate Planning, Business Planning, Banking, Public Speaking, Customer Service, Mutual Funds, Budgets, Coaching, Financial Planning, Leadership Development, Credit, Asset Managment, Change Management, Marketing Strategy, New Business Development, Project Planning, Negotiation, Fundraising, Hedge Funds, Series 63, Alternative Investments, FINRA, Nonprofits, Mergers & Acquisitions
Education
Carlson School of Management, University of Minnesota
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Management
College for Financial Planning 1986 — 1989
CFP, Certified Financial Planner
Peter Stefanic Peter Stefanic's Cetera Advisor Networks LLC Experience June 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2012 - Present
Self-employed Financial AdvisorSelf-employed$
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Asset Management, Asset Allocation, Insurance, Equities, Financial Advisory, Fixed Annuities, Banking, Securities, Series 63, IRAs, 401k, Financial Planners, Financial Services, Alternative Investments, Long-term Care, FINRA, Long Term Care Insurance, Investment Strategies, Series 24, Life Insurance, Term Life Insurance, Wealth Accumulation, Financial Planning
Education
Penn State University 1968 — 1972
Bachelor of Science, Mathematics, 4.0
Cetera Advisor Networks LLC June 2012 - Present
Self-employed Financial AdvisorSelf-employed$
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Investment Advisory, Estate Planning, Financial Analysis, Asset Management, Asset Allocation, Insurance, Equities, Financial Advisory, Fixed Annuities, Banking, Securities, Series 63, IRAs, 401k, Financial Planners, Financial Services, Alternative Investments, Long-term Care, FINRA, Long Term Care Insurance, Investment Strategies, Series 24, Life Insurance, Term Life Insurance, Wealth Accumulation, Financial Planning
Education
Penn State University 1968 — 1972
Bachelor of Science, Mathematics, 4.0
Ashley Golinski's Cetera Advisor Networks LLC Experience April 2014 - August 2014
Job Seeking a Financial Analysis career in Real Estate
Industry Financial Services
Experience
Ivanovic Funds LLC August 2014 - July 2015
UCSB Office of Financial Aid and Scholarships October 2012 - December 2014
Cetera Advisor Networks LLC April 2014 - August 2014
Skills
Customer Service, Data Analysis, Teamwork, Communication, Public Speaking, Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Facebook, English, Event Planning, Windows
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.4
International Christian University 2013 — 2013
4.0, Japanese, Economics, Business and Multinational Enterprises
Arcadia High School 2007 — 2011
3.8
Ivanovic Funds LLC August 2014 - July 2015
UCSB Office of Financial Aid and Scholarships October 2012 - December 2014
Cetera Advisor Networks LLC April 2014 - August 2014
Skills
Customer Service, Data Analysis, Teamwork, Communication, Public Speaking, Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Facebook, English, Event Planning, Windows
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.4
International Christian University 2013 — 2013
4.0, Japanese, Economics, Business and Multinational Enterprises
Arcadia High School 2007 — 2011
3.8
Janis Sleeter Janis Sleeter's Cetera Advisor Networks LLC Experience August 1998 - Present
Job Financial Advisor at Total Clarity Wealth Management, Inc.
Industry Financial Services
Experience
Total Clarity Wealth Management, Inc. May 2007 - Present
Cetera Advisor Networks LLC August 1998 - Present
Skills
Wealth Management, Investment Advisory, Securities, Financial Services, Finance, FINRA, Series 7, Strategic Financial..., Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Insurance
Education
Northwestern University - Kellogg School of Management 1970 — 1975
Master of Business Administration (M.B.A.), Accounting and Finance
Vanderbilt University 1966 — 1970
Bachelor's degree, Mathematics
Total Clarity Wealth Management, Inc. May 2007 - Present
Cetera Advisor Networks LLC August 1998 - Present
Skills
Wealth Management, Investment Advisory, Securities, Financial Services, Finance, FINRA, Series 7, Strategic Financial..., Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Insurance
Education
Northwestern University - Kellogg School of Management 1970 — 1975
Master of Business Administration (M.B.A.), Accounting and Finance
Vanderbilt University 1966 — 1970
Bachelor's degree, Mathematics
Byron Hirata Byron Hirata's Cetera Advisor Networks LLC Experience
Job
Industry Financial Services
Experience
Cetera Advisor Networks LLC
Skills
Managing investments, Retirement Planning, Financial Planning, Wealth Management
Education
California State University-Los Angeles 1971 — 1975
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Cetera Advisor Networks LLC
Skills
Managing investments, Retirement Planning, Financial Planning, Wealth Management
Education
California State University-Los Angeles 1971 — 1975
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Kyle Vandermey Kyle Vandermey's Cetera Advisor Networks LLC Experience August 2013 - October 2014
Job Operations Assistant at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group November 2014 - Present
Cetera Advisor Networks LLC August 2013 - October 2014
UCSB Davidson Library September 2012 - August 2013
Western QA June 2012 - August 2012
East Lake Village June 2011 - August 2012
Skills
Teamwork, Finance, Data Analysis, Customer Service, Economics, Financial Analysis, Microsoft Excel, Microsoft Word, Analysis, Leadership, Sales, Guitar, Library, Books, Fashion, Microsoft Office, PowerPoint, Research, English, Accounting, Public Speaking, Critical Thinking, Stata
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Economics
Orange Coast College 2010 — 2012
Esperanza
Pensionmark Retirement Group November 2014 - Present
Cetera Advisor Networks LLC August 2013 - October 2014
UCSB Davidson Library September 2012 - August 2013
Western QA June 2012 - August 2012
East Lake Village June 2011 - August 2012
Skills
Teamwork, Finance, Data Analysis, Customer Service, Economics, Financial Analysis, Microsoft Excel, Microsoft Word, Analysis, Leadership, Sales, Guitar, Library, Books, Fashion, Microsoft Office, PowerPoint, Research, English, Accounting, Public Speaking, Critical Thinking, Stata
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Economics
Orange Coast College 2010 — 2012
Esperanza
Robert (Bobby) Bonine, CFP®'s Cetera Advisor Networks LLC Experience June 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lifelong Wealth Advisors June 2007 - Present
Cetera Advisor Networks LLC June 2007 - Present
Skills
Financial Coaching, Rollovers, Asset Management, Estate Planning, Life Insurance, Health Insurance, Disability Insurance, Tax, Mutual Funds, Stocks, Bonds, ETFs, Alternative Investments
Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), Financial Economics
Minnesota State University, Mankato
College of Business, Financial Planning Certificate Program
Lifelong Wealth Advisors June 2007 - Present
Cetera Advisor Networks LLC June 2007 - Present
Skills
Financial Coaching, Rollovers, Asset Management, Estate Planning, Life Insurance, Health Insurance, Disability Insurance, Tax, Mutual Funds, Stocks, Bonds, ETFs, Alternative Investments
Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), Financial Economics
Minnesota State University, Mankato
College of Business, Financial Planning Certificate Program
Daniel W. Hodges's Cetera Advisor Networks LLC Experience April 2009 - Present
Job Owner at D.W. Hodges Advisors, LLC
Industry Financial Services
Experience
D.W. Hodges Advisors, LLC June 2014 - Present
Cetera Advisor Networks LLC April 2009 - Present
FSA Advisors, LLP April 2009 - May 2014
Charles Schwab 2007 - 2009
Education
Indiana University-Purdue University at Indianapolis
Noblesville
D.W. Hodges Advisors, LLC June 2014 - Present
Cetera Advisor Networks LLC April 2009 - Present
FSA Advisors, LLP April 2009 - May 2014
Charles Schwab 2007 - 2009
Education
Indiana University-Purdue University at Indianapolis
Noblesville
Austin Dean Linden III Austin Dean Linden III's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Registered Representative at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Gerald Mitchell Gerald Mitchell's Cetera Advisor Networks LLC Experience October 2014 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC October 2014 - Present
Creighton University August 2009 - May 2014
AXA Advisors June 2013 - August 2013
Education
Creighton University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Marketing
Creighton University's Heider College of Business
Cetera Advisor Networks LLC October 2014 - Present
Creighton University August 2009 - May 2014
AXA Advisors June 2013 - August 2013
Education
Creighton University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Marketing
Creighton University's Heider College of Business
Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP®'s Cetera Advisor Networks LLC Experience September 2012 - Present
Job Financial Planner at Plancorp, Inc.
Industry Financial Services
Experience
Plancorp, Inc. September 2012 - Present
Cetera Advisor Networks LLC September 2012 - Present
Financial Management Strategies, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2012
Lincoln Financial Advisors February 2004 - February 2008
GE Financial Advisors February 2003 - February 2004
Western-Southern Life Insurance Company October 1991 - February 2003
Liberty National Life Insurance Company October 1985 - October 1991
Skills
Retirement Planning, Insurance, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, Financial Advisory, Series 63, Fixed Annuities, Securities, 401k, IRAs, Investment Strategies, Asset Managment
Education
Rockford University 1980 — 1984
B.S., Pyschology
Plancorp, Inc. September 2012 - Present
Cetera Advisor Networks LLC September 2012 - Present
Financial Management Strategies, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2012
Lincoln Financial Advisors February 2004 - February 2008
GE Financial Advisors February 2003 - February 2004
Western-Southern Life Insurance Company October 1991 - February 2003
Liberty National Life Insurance Company October 1985 - October 1991
Skills
Retirement Planning, Insurance, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, Financial Advisory, Series 63, Fixed Annuities, Securities, 401k, IRAs, Investment Strategies, Asset Managment
Education
Rockford University 1980 — 1984
B.S., Pyschology
Jean Karlo Rocafort's Cetera Advisor Networks LLC Experience May 2007 - Present
Job President & CEO at Pension Plus, Inc
Industry Financial Services
Experience
Pension Plus, Inc February 2008 - Present
Cetera Advisor Networks LLC May 2007 - Present
Rocafort Financial Group October 2005 - Present
IronIsla 2012 - 2014
Skills
Qualified Retirement..., Retirement Planning, Retirement Plan..., Non-Qualified Deferred..., Wealth Preservation..., Wealth Accumulation..., Life Insurance, General Insurance, Estate Planning, Investment Management, Key Person Insurance, Executive Benefit..., Keogh Plans
Education
Florida International University - College of Business Administration 2000 — 2005
Accounting and Finance
American Military Academy 1987 — 2000
Universidad Interamericana de Puerto Rico
Pension Plus, Inc February 2008 - Present
Cetera Advisor Networks LLC May 2007 - Present
Rocafort Financial Group October 2005 - Present
IronIsla 2012 - 2014
Skills
Qualified Retirement..., Retirement Planning, Retirement Plan..., Non-Qualified Deferred..., Wealth Preservation..., Wealth Accumulation..., Life Insurance, General Insurance, Estate Planning, Investment Management, Key Person Insurance, Executive Benefit..., Keogh Plans
Education
Florida International University - College of Business Administration 2000 — 2005
Accounting and Finance
American Military Academy 1987 — 2000
Universidad Interamericana de Puerto Rico
David Polimeros David Polimeros's Cetera Advisor Networks LLC Experience January 2012 - June 2015
Job President & CEO at DAP Diversified General, Inc.
Industry Financial Services
Experience
Self Employed June 2015 - Present
DAP Diversified General, Inc. March 2002 - Present
Cetera Advisor Networks LLC January 2012 - June 2015
IBM 1996 - 2001
Ernst & Young, LLC 1992 - 1996
Cigna 1991 - 1992
GE 1989 - 1990
Dun and Bradstreet 1984 - 1988
Skills
Finance, Management, Sales, Project Management, Business Strategy, Financial Analysis, Financial Planning, Investment Management, Wealth Management, Life Insurance, Disability Insurance, Long-term Care, Nursing Homes, Management Consulting, Variable Annuities, Charitable Giving, Business Coaching
Education
Weatherhead School of Management at Case Western Reserve University 1986 — 1989
Master of Business Administration (M.B.A.), Marketing, Finance, and Organizational Behavior
Bowling Green State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance & International Business
Self Employed June 2015 - Present
DAP Diversified General, Inc. March 2002 - Present
Cetera Advisor Networks LLC January 2012 - June 2015
IBM 1996 - 2001
Ernst & Young, LLC 1992 - 1996
Cigna 1991 - 1992
GE 1989 - 1990
Dun and Bradstreet 1984 - 1988
Skills
Finance, Management, Sales, Project Management, Business Strategy, Financial Analysis, Financial Planning, Investment Management, Wealth Management, Life Insurance, Disability Insurance, Long-term Care, Nursing Homes, Management Consulting, Variable Annuities, Charitable Giving, Business Coaching
Education
Weatherhead School of Management at Case Western Reserve University 1986 — 1989
Master of Business Administration (M.B.A.), Marketing, Finance, and Organizational Behavior
Bowling Green State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance & International Business
Jongmin Lee, FRM Jongmin Lee, FRM's Cetera Advisor Networks LLC Experience November 2013 - Present
Job Financial Advisor/ Investment Adviser Representative — Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC November 2013 - Present
InVenture.org September 2012 - December 2012
Deutsche Bank April 2010 - December 2011
The National Assembly of The Republic of Korea June 2009 - April 2010
Skills
Bloomberg, Financial Modeling, Valuation, Series 7, Mutual Funds, Asset Management, Portfolio Management, Investments, Investment Management, Retirement Planning
Education
University of California, Los Angeles 2014 — 2016
Certificate in Personal Financial Management
University of Southern California - Sol Price School of Public Policy 2012 — 2014
Public Finance, Financial Planning, Master of Public Administration (MPA)(3.612/4.0)
한양대학교 2003 — 2009
Business Administration, Bachelor of Science (B.S.)(GPA 3.90/4.0)
Cetera Advisor Networks LLC November 2013 - Present
InVenture.org September 2012 - December 2012
Deutsche Bank April 2010 - December 2011
The National Assembly of The Republic of Korea June 2009 - April 2010
Skills
Bloomberg, Financial Modeling, Valuation, Series 7, Mutual Funds, Asset Management, Portfolio Management, Investments, Investment Management, Retirement Planning
Education
University of California, Los Angeles 2014 — 2016
Certificate in Personal Financial Management
University of Southern California - Sol Price School of Public Policy 2012 — 2014
Public Finance, Financial Planning, Master of Public Administration (MPA)(3.612/4.0)
한양대학교 2003 — 2009
Business Administration, Bachelor of Science (B.S.)(GPA 3.90/4.0)
Patti May Patti May's Cetera Advisor Networks LLC Experience 2004 - 2014
Job Financial Advisor
Industry Financial Services
Experience
Global Financial Private Capital, LLC April 2015 - Present
Sterling National Financial Group 2011 - Present
National Life Group April 1995 - Present
May Financial & Insurance Services 1992 - Present
LSW 1992 - Present
Cetera Advisor Networks LLC 2004 - 2014
Skills
Retirement Planning, Investments, Retirement Savings, Roth IRA, 403 b, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory, Retirement, Fixed Annuities
Education
Oregon State University
Bachelor of Science (B.S.), Business - Finance
Global Financial Private Capital, LLC April 2015 - Present
Sterling National Financial Group 2011 - Present
National Life Group April 1995 - Present
May Financial & Insurance Services 1992 - Present
LSW 1992 - Present
Cetera Advisor Networks LLC 2004 - 2014
Skills
Retirement Planning, Investments, Retirement Savings, Roth IRA, 403 b, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory, Retirement, Fixed Annuities
Education
Oregon State University
Bachelor of Science (B.S.), Business - Finance
Joseph P. Nelson, CFP® Joseph P. Nelson, CFP®'s Cetera Advisor Networks LLC Experience August 2003 - Present
Job Vice President at Advanced Retirement Resources, Inc.
Industry Investment Management
Experience
Advanced Retirement Resources, Inc. August 2003 - Present
AdvisorNet Financial August 2003 - Present
Cetera Advisor Networks LLC August 2003 - Present
Skills
Retirement Planning, Investment Planning, Strategic Planning, Personal Finance, Financial Analysis, Banking, Insurance, Fixed Annuities, Budgets, Team Building, Management, Process Improvement, New Business Development, Project Management, Team Leadership
Education
Minnesota State University, Mankato 2003 — 2005
CFP Professional Education Program
Bethel University 1999 — 2003
Bachelors, Finance and Economics
Elk River Highschool
Advanced Retirement Resources, Inc. August 2003 - Present
AdvisorNet Financial August 2003 - Present
Cetera Advisor Networks LLC August 2003 - Present
Skills
Retirement Planning, Investment Planning, Strategic Planning, Personal Finance, Financial Analysis, Banking, Insurance, Fixed Annuities, Budgets, Team Building, Management, Process Improvement, New Business Development, Project Management, Team Leadership
Education
Minnesota State University, Mankato 2003 — 2005
CFP Professional Education Program
Bethel University 1999 — 2003
Bachelors, Finance and Economics
Elk River Highschool
Stephen L. Murdock, CFP CMFC Stephen L. Murdock, CFP CMFC's Cetera Advisor Networks LLC Experience June 1979 - Present
Job Certified Financial Planner with Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 1979 - Present
Travelers April 1974 - April 1980
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Portfolio Management, Investment Advisory, 403 b, Certified Financial..., Strategic Financial..., Financial Advisory, Financial Planning, Mutual Funds, Estate Planning, Financial Analysis, Investment Strategies
Education
California State University-Long Beach 1970 — 1974
Bachelor's degree, Finance - Investments
Cetera Advisor Networks LLC June 1979 - Present
Travelers April 1974 - April 1980
Skills
Retirement Planning, Retirement, Wealth Management, Investments, Portfolio Management, Investment Advisory, 403 b, Certified Financial..., Strategic Financial..., Financial Advisory, Financial Planning, Mutual Funds, Estate Planning, Financial Analysis, Investment Strategies
Education
California State University-Long Beach 1970 — 1974
Bachelor's degree, Finance - Investments
Victoria Bogner's Cetera Advisor Networks LLC Experience January 2013 - Present
Job CEO, Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2013 - Present
McDaniel Knutson Financial Partners September 2005 - Present
Skills
Retirement, Asset Management, Investments, Investment Advisory, Insurance, Securities, Strategic Financial..., Finance, Investment Strategies, Retirement Planning, Financial Advisory, Estate Planning, Management, Series 7, Financial Services, Wealth Management, 401k, Mutual Funds, Investment Management, Fixed Annuities, Life Insurance, Series 65
Education
Kansas State University 2000 — 2005
BS, Mathematics
Kansas State University 2000 — 2005
Bachelor of Science in Mathematics, Mathematics
Cetera Advisor Networks LLC January 2013 - Present
McDaniel Knutson Financial Partners September 2005 - Present
Skills
Retirement, Asset Management, Investments, Investment Advisory, Insurance, Securities, Strategic Financial..., Finance, Investment Strategies, Retirement Planning, Financial Advisory, Estate Planning, Management, Series 7, Financial Services, Wealth Management, 401k, Mutual Funds, Investment Management, Fixed Annuities, Life Insurance, Series 65
Education
Kansas State University 2000 — 2005
BS, Mathematics
Kansas State University 2000 — 2005
Bachelor of Science in Mathematics, Mathematics
Robert Crawford, MBA Robert Crawford, MBA's Cetera Advisor Networks LLC Experience September 1996 - September 2013
Job Wealth Manager at US Wealth of California, LLC
Industry Financial Services
Experience
U.S. Wealth of California LLC September 2013 - Present
LPL Financial September 2013 - Present
Cetera Advisor Networks LLC September 1996 - September 2013
Cameron Thornton Associates July 1996 - September 2013
Lockheed Martin January 1984 - July 1996
US Naval Reserve April 1981 - May 1996
US Navy June 1975 - February 1981
Skills
General Securities..., California Department..., Federal Aviation..., CTEC Registered Tax..., State of CA Bureau of..., Asset Management, Asset Allocation, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Southern California - Marshall School of Business 1972 — 1975
Bachelor's Degree, Bachelor of Science emphasis Finace
Foothill High School, Santa Ana, CA 1967 — 1971
High School
U.S. Wealth of California LLC September 2013 - Present
LPL Financial September 2013 - Present
Cetera Advisor Networks LLC September 1996 - September 2013
Cameron Thornton Associates July 1996 - September 2013
Lockheed Martin January 1984 - July 1996
US Naval Reserve April 1981 - May 1996
US Navy June 1975 - February 1981
Skills
General Securities..., California Department..., Federal Aviation..., CTEC Registered Tax..., State of CA Bureau of..., Asset Management, Asset Allocation, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Southern California - Marshall School of Business 1972 — 1975
Bachelor's Degree, Bachelor of Science emphasis Finace
Foothill High School, Santa Ana, CA 1967 — 1971
High School
Scott Guetz Scott Guetz's Cetera Advisor Networks LLC Experience December 1991 - Present
Job Financial Professional at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC December 1991 - Present
Lincoln Financial Advisors January 1986 - December 1991
Education
College for Financial Planning 1982 — 1984
CFP, Financial Services
Regis University 1980 — 1982
BS, Accounting and Business Administration
Cetera Advisor Networks LLC December 1991 - Present
Lincoln Financial Advisors January 1986 - December 1991
Education
College for Financial Planning 1982 — 1984
CFP, Financial Services
Regis University 1980 — 1982
BS, Accounting and Business Administration
Bob Rogers Jr. Bob Rogers Jr.'s Cetera Advisor Networks LLC Experience February 2009 - Present
Job Investment Advisor Representative at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2009 - Present
MetLife 2009 - 2010
PHH Mortgage January 2000 - January 2008
Skills
Retirement Planning, Investments, Series 7, Small Business, Uniform Combined State..., Finance, Health Insurance, Financial Services, Securities, Series 66, Life Insurance
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2000
BA, Psychology
Eastern High School 1991 — 1995
Eastern High School
Eastern High School
Cetera Advisor Networks LLC February 2009 - Present
MetLife 2009 - 2010
PHH Mortgage January 2000 - January 2008
Skills
Retirement Planning, Investments, Series 7, Small Business, Uniform Combined State..., Finance, Health Insurance, Financial Services, Securities, Series 66, Life Insurance
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2000
BA, Psychology
Eastern High School 1991 — 1995
Eastern High School
Eastern High School
Larry Hart, AAMS Larry Hart, AAMS's Cetera Advisor Networks LLC Experience September 2006 - June 2015
Job Investment Advisor Representative at Williams Financial Management LLC
Industry Financial Services
Experience
Williams Financial Management LLC June 2015 - Present
Freewheelers of Spartanburg August 2013 - Present
Cetera Advisor Networks LLC September 2006 - June 2015
Stravolo Wealth Management January 2008 - February 2015
Security Financial Associates August 1995 - November 2011
InterSecurities Inc. December 1998 - September 2006
Allentown Osteopathic Medical Center 1986 - 1991
Skills
Wealth Management, Retirement Planning, Investment Advisory, Securities, IRAs, Mutual Funds, Asset Management, Alternative Investments, 401k Rollovers, Personal Finance, Portfolio Management
Education
Penn State University 1982 — 1986
Bachelor of Science (BS), Business Management
Penn State University 1982 — 1986
Minor, Industrial and Organizational Psychology
Emmaus
Williams Financial Management LLC June 2015 - Present
Freewheelers of Spartanburg August 2013 - Present
Cetera Advisor Networks LLC September 2006 - June 2015
Stravolo Wealth Management January 2008 - February 2015
Security Financial Associates August 1995 - November 2011
InterSecurities Inc. December 1998 - September 2006
Allentown Osteopathic Medical Center 1986 - 1991
Skills
Wealth Management, Retirement Planning, Investment Advisory, Securities, IRAs, Mutual Funds, Asset Management, Alternative Investments, 401k Rollovers, Personal Finance, Portfolio Management
Education
Penn State University 1982 — 1986
Bachelor of Science (BS), Business Management
Penn State University 1982 — 1986
Minor, Industrial and Organizational Psychology
Emmaus
Scott C. Burack, JD, CPA, CFP's Cetera Advisor Networks LLC Experience September 2011 - Present
Job Financial Planner with Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP May 1993 - Present
Ernst & Young September 1986 - May 1989
Skills
High Net Worth..., Strategic Financial..., Income Tax, Estates and Trusts, Investments
Education
Loyola Law School, Loyola Marymount University 1989 — 1992
JD, Law
University of California, Santa Barbara 1982 — 1986
B.A., Business Economics, Accounting
Cetera Advisor Networks LLC September 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP May 1993 - Present
Ernst & Young September 1986 - May 1989
Skills
High Net Worth..., Strategic Financial..., Income Tax, Estates and Trusts, Investments
Education
Loyola Law School, Loyola Marymount University 1989 — 1992
JD, Law
University of California, Santa Barbara 1982 — 1986
B.A., Business Economics, Accounting
Edward Fusco Edward Fusco's Cetera Advisor Networks LLC Experience 1987 - Present
Job Retirement income planning, Annuities, Life and Long term care planning. Stocks, Bonds, Mutual funds. S 7/63 licensed
Industry Financial Services
Experience
Cetera Advisor Networks LLC 1987 - Present
Skills
Educate about the basic..., Helping clients prepare..., Medicare and Medicaid..., Fixed Annuities and..., 401k and 403b rollovers..., Personal Financial...
Education
Georgia Southern University 1971 — 1973
Business Administration and Management, General
Georgia Southern University - College of Business Administration
Cetera Advisor Networks LLC 1987 - Present
Skills
Educate about the basic..., Helping clients prepare..., Medicare and Medicaid..., Fixed Annuities and..., 401k and 403b rollovers..., Personal Financial...
Education
Georgia Southern University 1971 — 1973
Business Administration and Management, General
Georgia Southern University - College of Business Administration
Bill Lahl Bill Lahl's Cetera Advisor Networks LLC Experience February 2012 - Present
Job MBA, Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2012 - Present
Capital Management Advisor Group May 2009 - January 2012
IBM July 1996 - June 2008
IBM January 1993 - June 1996
IBM May 1983 - January 1993
Education
Southern Illinois University, Edwardsville 1979 — 1981
MBA, Business Administration
University of California, Berkeley, Haas School of Business 1972 — 1976
BS, Business Administration
Cetera Advisor Networks LLC February 2012 - Present
Capital Management Advisor Group May 2009 - January 2012
IBM July 1996 - June 2008
IBM January 1993 - June 1996
IBM May 1983 - January 1993
Education
Southern Illinois University, Edwardsville 1979 — 1981
MBA, Business Administration
University of California, Berkeley, Haas School of Business 1972 — 1976
BS, Business Administration
Lesa Feuillet Haas Lesa Feuillet Haas's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Investment Advisor Rep at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities, Inc. December 1995 - September 2013
Michael & Associates January 1995 - January 2001
Education
College for Financial Planning 1996 — 1998
Financial Planning
Hagerstown Community College
Associate of Science (A.S.), Business Administration and Management, General
State of Pennsylvania, Life, Health
State of Maryland, Life, Health
State of West Virginia, Life, Health
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities, Inc. December 1995 - September 2013
Michael & Associates January 1995 - January 2001
Education
College for Financial Planning 1996 — 1998
Financial Planning
Hagerstown Community College
Associate of Science (A.S.), Business Administration and Management, General
State of Pennsylvania, Life, Health
State of Maryland, Life, Health
State of West Virginia, Life, Health
Susan Yeatts, CFP, ChFC, EA Susan Yeatts, CFP, ChFC, EA's Cetera Advisor Networks LLC Experience September 2013 - Present
Job OSJ Branch Manager, Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Intuit January 2012 - Present
Susan Yeatts, EA January 2004 - Present
Carolina Wealth Management, LLC April 2001 - Present
Walnut Street Securities March 2000 - September 2013
Budget Rent a Car May 1992 - August 1997
Dollar Rent A Car December 1995 - August 1996
Skills
Compliance, Practice Management, Tax, Tax Preparation, Insurance, Business Planning, Small Business, Public Speaking, Marketing, Training
Education
University of South Carolina - The Moore School of Business 2003 — 2005
MBA
Mary Baldwin College 1998 — 2000
MAT, Teaching
Sweet Briar College 1991 — 1995
BA, Sociology
Brookland Cayce 1987 — 1991
High School Diploma
Cetera Advisor Networks LLC September 2013 - Present
Intuit January 2012 - Present
Susan Yeatts, EA January 2004 - Present
Carolina Wealth Management, LLC April 2001 - Present
Walnut Street Securities March 2000 - September 2013
Budget Rent a Car May 1992 - August 1997
Dollar Rent A Car December 1995 - August 1996
Skills
Compliance, Practice Management, Tax, Tax Preparation, Insurance, Business Planning, Small Business, Public Speaking, Marketing, Training
Education
University of South Carolina - The Moore School of Business 2003 — 2005
MBA
Mary Baldwin College 1998 — 2000
MAT, Teaching
Sweet Briar College 1991 — 1995
BA, Sociology
Brookland Cayce 1987 — 1991
High School Diploma
Lennon Pierce Lennon Pierce's Cetera Advisor Networks LLC Experience June 2013 - April 2014
Job Actively Searching
Industry Financial Services
Experience
Lithia Auto Stores July 2014 - September 2015
Cetera Advisor Networks LLC June 2013 - April 2014
Rutgers Business School: Masters of Quantitative Finance August 2011 - December 2012
McCully House Gardens and Bistro January 2011 - June 2011
Dragonfly Cafe and Gardens August 2007 - July 2010
Skills
Programming, Analytical Techniques..., Mathematics, Inventory Management, Forecasting, Matlab, R, Microsoft Office, Quantitative Finance, Research, Analysis, Options, Fixed Income, Financial Modeling, Finance, Time Series Analysis, Portfolio Management, Equities, Investments, Derivatives, Risk Management, Financial Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Master of Quantitative Finance, Finance, General
Southern Oregon University 2005 — 2009
Bachelors of Science, Mathematics
Crater High School 2001 — 2005
Diploma, Business, Mathematics, and Physics
Lithia Auto Stores July 2014 - September 2015
Cetera Advisor Networks LLC June 2013 - April 2014
Rutgers Business School: Masters of Quantitative Finance August 2011 - December 2012
McCully House Gardens and Bistro January 2011 - June 2011
Dragonfly Cafe and Gardens August 2007 - July 2010
Skills
Programming, Analytical Techniques..., Mathematics, Inventory Management, Forecasting, Matlab, R, Microsoft Office, Quantitative Finance, Research, Analysis, Options, Fixed Income, Financial Modeling, Finance, Time Series Analysis, Portfolio Management, Equities, Investments, Derivatives, Risk Management, Financial Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Master of Quantitative Finance, Finance, General
Southern Oregon University 2005 — 2009
Bachelors of Science, Mathematics
Crater High School 2001 — 2005
Diploma, Business, Mathematics, and Physics
Mark Twombly, JD, MBA Mark Twombly, JD, MBA's Cetera Advisor Networks LLC Experience June 1998 - June 2001
Job SVP, Director of AML Intelligence Department at U.S. Bank
Industry Banking
Experience
U.S. Bank December 2013 - Present
FBI August 2012 - December 2013
FBI November 2008 - August 2012
FBI November 2003 - November 2008
U.S. Bank January 2003 - October 2003
Prudential Financial June 2001 - October 2002
Cetera Advisor Networks LLC June 1998 - June 2001
Lincoln Financial Advisors November 1996 - June 1998
Skills
Counterintelligence, Enforcement, Fraud, Counterterrorism, Intelligence Analysis, Intelligence, Securities, Government, Finance, AML, Investigation, Portfolio Management, Internal Investigations, Criminal Investigations, Risk Management, National Security, Homeland Security, Evidence, Policy, Criminal Justice, Financial Risk, Risk Assessment, Security Management, Law Enforcement..., Background Checks, Crisis Management, Forensic Analysis, Criminal Law, Business Intelligence, Cybercrime, Governance, Financial Analysis, Bank Secrecy Act, KYC, Due Diligence, Enhanced Due Diligence, Terrorist Financing, Anti Money Laundering, Law Enforcement, Private Investigations
Education
William Mitchell College of Law
JD, Law
University of St. Thomas
MBA, Finance
University of Minnesota-Duluth
BA, English, Political Science
U.S. Bank December 2013 - Present
FBI August 2012 - December 2013
FBI November 2008 - August 2012
FBI November 2003 - November 2008
U.S. Bank January 2003 - October 2003
Prudential Financial June 2001 - October 2002
Cetera Advisor Networks LLC June 1998 - June 2001
Lincoln Financial Advisors November 1996 - June 1998
Skills
Counterintelligence, Enforcement, Fraud, Counterterrorism, Intelligence Analysis, Intelligence, Securities, Government, Finance, AML, Investigation, Portfolio Management, Internal Investigations, Criminal Investigations, Risk Management, National Security, Homeland Security, Evidence, Policy, Criminal Justice, Financial Risk, Risk Assessment, Security Management, Law Enforcement..., Background Checks, Crisis Management, Forensic Analysis, Criminal Law, Business Intelligence, Cybercrime, Governance, Financial Analysis, Bank Secrecy Act, KYC, Due Diligence, Enhanced Due Diligence, Terrorist Financing, Anti Money Laundering, Law Enforcement, Private Investigations
Education
William Mitchell College of Law
JD, Law
University of St. Thomas
MBA, Finance
University of Minnesota-Duluth
BA, English, Political Science
Gregory Rothrock Gregory Rothrock's Cetera Advisor Networks LLC Experience January 2003 - Present
Job Investment Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2003 - Present
Atex March 2007 - November 2008
Unisys May 1999 - February 2007
Prudential Financial August 1995 - May 1999
Digital Equipment Corporation February 1994 - August 1995
Dewar Information Systems Corp. March 1987 - February 1994
The Shelbyville News November 1983 - March 1987
LaPorte Herald-Argus September 1982 - November 1983
Benjamin Franklin Literary and Medical Society May 1981 - February 1982
The Herald-Telephone June 1972 - May 1981
Skills
Retirement Planning, Newspapers, Fixed Annuities, Investments, Financial Advisory, Mutual Funds, Management, Editing, Employee Benefits, Publishing, Disability Insurance, Editorial
Education
Indiana University Bloomington 1972 — 1977
BS, Health Education, Radio & Television
The American College 1996 — 2003
Financial Planning and Services
Society of Certified Senior Advisors 2004 — 2004
Financial Planning and Services
Cetera Advisor Networks LLC January 2003 - Present
Atex March 2007 - November 2008
Unisys May 1999 - February 2007
Prudential Financial August 1995 - May 1999
Digital Equipment Corporation February 1994 - August 1995
Dewar Information Systems Corp. March 1987 - February 1994
The Shelbyville News November 1983 - March 1987
LaPorte Herald-Argus September 1982 - November 1983
Benjamin Franklin Literary and Medical Society May 1981 - February 1982
The Herald-Telephone June 1972 - May 1981
Skills
Retirement Planning, Newspapers, Fixed Annuities, Investments, Financial Advisory, Mutual Funds, Management, Editing, Employee Benefits, Publishing, Disability Insurance, Editorial
Education
Indiana University Bloomington 1972 — 1977
BS, Health Education, Radio & Television
The American College 1996 — 2003
Financial Planning and Services
Society of Certified Senior Advisors 2004 — 2004
Financial Planning and Services
Howard Englehart Howard Englehart's Cetera Advisor Networks LLC Experience June 2013 - Present
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2013 - Present
Symetra Investment Services August 2012 - May 2013
Pacific West Financial Group February 2009 - March 2012
Pacific West Financial Group July 2006 - February 2009
Pacific West Financial Group July 2005 - July 2006
Monolith Productions 2004 - 2005
Fiserv Securities 2003 - 2004
Skills
Compliance Management, Financial Analysis, Financial Management, Event Planning, Event Management, Compliance Audits, Staff Development, Staff Management, Staff Training, Staff Mentoring, Client Services, Broker-Dealer, Solution Implementation, Key Account Management, Financial Services, Quality Auditing
Education
Northern Arizona University
Cetera Advisor Networks LLC June 2013 - Present
Symetra Investment Services August 2012 - May 2013
Pacific West Financial Group February 2009 - March 2012
Pacific West Financial Group July 2006 - February 2009
Pacific West Financial Group July 2005 - July 2006
Monolith Productions 2004 - 2005
Fiserv Securities 2003 - 2004
Skills
Compliance Management, Financial Analysis, Financial Management, Event Planning, Event Management, Compliance Audits, Staff Development, Staff Management, Staff Training, Staff Mentoring, Client Services, Broker-Dealer, Solution Implementation, Key Account Management, Financial Services, Quality Auditing
Education
Northern Arizona University
Kathryn Gigler Kathryn Gigler's Cetera Advisor Networks LLC Experience February 1998 - Present
Job Health Insurance Broker at AdvisorNet Benefits
Industry Financial Services
Experience
AdvisorNet Benefits March 2006 - Present
Cetera Advisor Networks LLC February 1998 - Present
Gigler Financial Services, Ltd. January 2000 - Present
Norwest National Bank October 1979 - June 1995
Skills
Medicare supplements..., Individual Health..., Personal Financial..., College Savings Plans, Individual Life,...
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
Minnesota State University, Mankato 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
AdvisorNet Benefits March 2006 - Present
Cetera Advisor Networks LLC February 1998 - Present
Gigler Financial Services, Ltd. January 2000 - Present
Norwest National Bank October 1979 - June 1995
Skills
Medicare supplements..., Individual Health..., Personal Financial..., College Savings Plans, Individual Life,...
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
Minnesota State University, Mankato 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Beverly S. Mack Beverly S. Mack's Cetera Advisor Networks LLC Experience January 2005 - Present
Job Investment Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Katherine Fincher, MBA, CFP® Katherine Fincher, MBA, CFP®'s Cetera Advisor Networks LLC Experience May 2015 - Present
Job CFP® Practitioner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC May 2015 - Present
Cetera Advisor Networks LLC September 2011 - Present
Skills
Investments, Financial Planning, Estate Planning, Finance, Financial Services, Public Speaking, Securities, Insurance, Wealth Management, Small Business
Education
California Lutheran University 2008 — 2011
Master of Business Administration (M.B.A.), Financial Planning
Princeton University
Bachelor of Arts, Psychology
Cetera Advisor Networks LLC May 2015 - Present
Cetera Advisor Networks LLC September 2011 - Present
Skills
Investments, Financial Planning, Estate Planning, Finance, Financial Services, Public Speaking, Securities, Insurance, Wealth Management, Small Business
Education
California Lutheran University 2008 — 2011
Master of Business Administration (M.B.A.), Financial Planning
Princeton University
Bachelor of Arts, Psychology
Dave Hubbard Dave Hubbard's Cetera Advisor Networks LLC Experience April 1990 - Present
Job Regional Director at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Exemplar Financial Network 1992 - Present
Cetera Advisor Networks LLC April 1990 - Present
Education
Northern Illinois University 1980 — 1981
Finance
United States Military Academy at West Point 1978 — 1980
Exemplar Financial Network 1992 - Present
Cetera Advisor Networks LLC April 1990 - Present
Education
Northern Illinois University 1980 — 1981
Finance
United States Military Academy at West Point 1978 — 1980
Michael Wiswell, CLTC Michael Wiswell, CLTC's Cetera Advisor Networks LLC Experience June 2012 - Present
Job CEO General Manager at Wiswell and Associates, LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2012 - Present
Wiswell and Associates, LLC July 2009 - Present
Oliveros May 2009 - November 2013
Retirement Education Council of America July 2009 - October 2013
MassMutual Financial Group September 2009 - May 2012
Great Lakes Mortgage Protection Center June 2007 - October 2009
Skills
Retirement, Trust Services, Estate Law, Employee Benefits, Business Continuity..., Retirement Planning, Disability Insurance, Fixed Annuities, 401k, Long Term Care Insurance, Life Insurance, Strategic Financial..., Long-term Care, Insurance, Wealth Management, Public Speaking, Financial Advisory, Mutual Funds, Estate Planning, Securities, Financial Services, Term Life Insurance, Small Business, Finance, Sales, Marketing, IRAs
Education
University of Wisconsin-Madison
Madison Area Technical College
Associate of applied science
Monona Grove High School
High school diploma
Cetera Advisor Networks LLC June 2012 - Present
Wiswell and Associates, LLC July 2009 - Present
Oliveros May 2009 - November 2013
Retirement Education Council of America July 2009 - October 2013
MassMutual Financial Group September 2009 - May 2012
Great Lakes Mortgage Protection Center June 2007 - October 2009
Skills
Retirement, Trust Services, Estate Law, Employee Benefits, Business Continuity..., Retirement Planning, Disability Insurance, Fixed Annuities, 401k, Long Term Care Insurance, Life Insurance, Strategic Financial..., Long-term Care, Insurance, Wealth Management, Public Speaking, Financial Advisory, Mutual Funds, Estate Planning, Securities, Financial Services, Term Life Insurance, Small Business, Finance, Sales, Marketing, IRAs
Education
University of Wisconsin-Madison
Madison Area Technical College
Associate of applied science
Monona Grove High School
High school diploma
David C. Neff David C. Neff's Cetera Advisor Networks LLC Experience 1996 - Present
Job Financial Advisor, Partner with Father Charles A. Neff at Cetera Advisor Networks, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC 1996 - Present
Skills
Retirement Planning, Retirement, IRAs, Strategic Financial..., Financial Services, Securities, Estate Planning, Financial Planners, Disability Insurance, Investment Advisory, Investments, Life Insurance, Asset Allocation, Mutual Funds
Education
College For Financial Planning 2001 — 2002
CRPS, Retirement Planning
College For Financial Planning 1999 — 2001
CFP(R), General Financial Planning
College of the Canyons 1989 — 1991
A.S., Math, Science
Cetera Advisor Networks LLC 1996 - Present
Skills
Retirement Planning, Retirement, IRAs, Strategic Financial..., Financial Services, Securities, Estate Planning, Financial Planners, Disability Insurance, Investment Advisory, Investments, Life Insurance, Asset Allocation, Mutual Funds
Education
College For Financial Planning 2001 — 2002
CRPS, Retirement Planning
College For Financial Planning 1999 — 2001
CFP(R), General Financial Planning
College of the Canyons 1989 — 1991
A.S., Math, Science
Jon Weinstein's Cetera Advisor Networks LLC Experience February 1995 - Present
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks, LLC February 1995 - Present
Skills
Retirement Planning
Education
LSU
BA, Government/History
Cetera Advisor Networks, LLC February 1995 - Present
Skills
Retirement Planning
Education
LSU
BA, Government/History
Wayne D. Green, CFP® Wayne D. Green, CFP®'s Cetera Advisor Networks LLC Experience 2013 - Present
Job Financial Advisor & Owner of WDG Associates, Inc.
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2013 - Present
WDG Associates, Inc. March 1992 - Present
CPS EA Ins. Services 2010 - Present
Tower Square Securities 1992 - 2000
Connecticut General Life Insurance June 1978 - March 1992
Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Business Planning, Employee Benefits, Long-term Care, Investments, Estate Planning, Small Business, Strategic Financial..., Long Term Care Insurance, Financial Planners, Brokers, Financial Advisory, Underwriting, Finance, Securities, 401k, Term Life Insurance, Retirement Planning, Critical Illness, Health Insurance, IRAs, Universal Life, Whole Life, Investment Advisory, Wealth, Mutual Funds, Series 63, Executive Management, Pensions, Asset Allocation, Wealth Management, Financial Services, FINRA, Financial Planning
Education
Long Island University, C.W. Post Campus 1964 — 1968
BS Math
Oceanside High School
Cetera Advisor Networks LLC 2013 - Present
WDG Associates, Inc. March 1992 - Present
CPS EA Ins. Services 2010 - Present
Tower Square Securities 1992 - 2000
Connecticut General Life Insurance June 1978 - March 1992
Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Business Planning, Employee Benefits, Long-term Care, Investments, Estate Planning, Small Business, Strategic Financial..., Long Term Care Insurance, Financial Planners, Brokers, Financial Advisory, Underwriting, Finance, Securities, 401k, Term Life Insurance, Retirement Planning, Critical Illness, Health Insurance, IRAs, Universal Life, Whole Life, Investment Advisory, Wealth, Mutual Funds, Series 63, Executive Management, Pensions, Asset Allocation, Wealth Management, Financial Services, FINRA, Financial Planning
Education
Long Island University, C.W. Post Campus 1964 — 1968
BS Math
Oceanside High School
Kathleen Duval Kathleen Duval's Cetera Advisor Networks LLC Experience August 2012 - September 2013
Job Executive Assistant to President/CEO at Dort Federal Credit Union
Industry Financial Services
Experience
Dort Federal Credit Union October 2013 - Present
Cetera Advisor Networks LLC August 2012 - September 2013
Genesee County, Michigan March 1987 - March 2011
Skills
Strategic Financial..., Strategic Planning, Management, Budgets, Microsoft Excel, Access, Outlook, Microsoft Word, Microsoft Office, Office Management, PowerPoint, Administration, Government, Teamwork, Customer Service, Data Entry, Administrative..., Time Management, Financial Planning
Education
Baker College Business and Corporate Services 1983 — 1987
Bachelor's degree Business, Office Management and Supervision
Dort Federal Credit Union October 2013 - Present
Cetera Advisor Networks LLC August 2012 - September 2013
Genesee County, Michigan March 1987 - March 2011
Skills
Strategic Financial..., Strategic Planning, Management, Budgets, Microsoft Excel, Access, Outlook, Microsoft Word, Microsoft Office, Office Management, PowerPoint, Administration, Government, Teamwork, Customer Service, Data Entry, Administrative..., Time Management, Financial Planning
Education
Baker College Business and Corporate Services 1983 — 1987
Bachelor's degree Business, Office Management and Supervision
Joseph R. Oleske Joseph R. Oleske's Cetera Advisor Networks LLC Experience September 2012 - September 2013
Job Financial Consultant
Industry Financial Services
Experience
Lampert Capital Markets June 2014 - Present
Self Employed Insurance Industry September 2012 - Present
Cetera Advisor Networks LLC September 2012 - September 2013
PHD Capital 2011 - 2012
Seaboard Securities, Inc. March 2009 - November 2010
PHD Capital October 2007 - February 2009
Skills
Health Insurance, Retirement Planning, Term Life Insurance, Income Protection, College Savings Plans, Personal Budgeting, Disability Insurance, Estate Planning, Long Term Care Insurance, Variable Annuities, Fixed Income, Deferred Compensation, Group Benefit Plans, Municipal Bonds, 401k, 403 b, SEP IRA, IRAs, Mutual Funds, 529 Plans, US Treasuries, Government Bonds, Permanent Life Insurance, Minimizing Tax..., Fixed Annuities, Individual Pension Plans, Money Market Accounts, Stocks, Charitable Gift Planning, Tax Sheltered Annuities, Profit Sharing, Pension Funds, Qualified Retirement..., Charitable Trusts, Savings, Legacy Giving, Wealth Preservation..., Derivatives, Disability Benefits, Income for Life, Inflation, Corporate Budgeting, Retirement Savings, Retirement Benefits, Limited Partnerships, Money Market Funds, Alternative Investments, REIT, Financial Risk, Key Person Protection
Education
Temple University - Fox School of Business and Management
Finance
Lampert Capital Markets June 2014 - Present
Self Employed Insurance Industry September 2012 - Present
Cetera Advisor Networks LLC September 2012 - September 2013
PHD Capital 2011 - 2012
Seaboard Securities, Inc. March 2009 - November 2010
PHD Capital October 2007 - February 2009
Skills
Health Insurance, Retirement Planning, Term Life Insurance, Income Protection, College Savings Plans, Personal Budgeting, Disability Insurance, Estate Planning, Long Term Care Insurance, Variable Annuities, Fixed Income, Deferred Compensation, Group Benefit Plans, Municipal Bonds, 401k, 403 b, SEP IRA, IRAs, Mutual Funds, 529 Plans, US Treasuries, Government Bonds, Permanent Life Insurance, Minimizing Tax..., Fixed Annuities, Individual Pension Plans, Money Market Accounts, Stocks, Charitable Gift Planning, Tax Sheltered Annuities, Profit Sharing, Pension Funds, Qualified Retirement..., Charitable Trusts, Savings, Legacy Giving, Wealth Preservation..., Derivatives, Disability Benefits, Income for Life, Inflation, Corporate Budgeting, Retirement Savings, Retirement Benefits, Limited Partnerships, Money Market Funds, Alternative Investments, REIT, Financial Risk, Key Person Protection
Education
Temple University - Fox School of Business and Management
Finance
Linda Clayton CFP® MBA Linda Clayton CFP® MBA's Cetera Advisor Networks LLC Experience January 2011 - Present
Job Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC January 2011 - Present
Cetera Advisor Networks LLC January 2011 - Present
Financial Planning Association 2012 - 2013
Continental Airlines 1979 - 2005
Continental Airlines 1979 - 2004
Skills
Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Investment Advisory, Estate Planning, Portfolio Management, Series 7, Asset Management, Fixed Annuities, Insurance, Life Insurance, Risk Management, Disability Insurance, Financial Analysis, Term Life Insurance, Employee Benefits
Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
UCLA
Bachelor's degree, History
Financial Network Investment Corporation, Member SIPC January 2011 - Present
Cetera Advisor Networks LLC January 2011 - Present
Financial Planning Association 2012 - 2013
Continental Airlines 1979 - 2005
Continental Airlines 1979 - 2004
Skills
Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Investment Advisory, Estate Planning, Portfolio Management, Series 7, Asset Management, Fixed Annuities, Insurance, Life Insurance, Risk Management, Disability Insurance, Financial Analysis, Term Life Insurance, Employee Benefits
Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
UCLA
Bachelor's degree, History
Timothy McCabe, C.P.A.'s Cetera Advisor Networks LLC Experience May 1998 - Present
Job President/Investment Advisor at McCabe & Associates, Inc.
Industry Financial Services
Experience
McCabe & Associates, Inc. January 1981 - Present
Cetera Advisor Networks LLC May 1998 - Present
Skills
Investment Advisory, Management, Financial Services, Contract Negotiation, Sales, Negotiation, Leadership, Investments, Process Improvement
Education
Miami University 1973 — 1977
Bachelor of Science (B.S.), Accounting
Homewood-Flossmoor High School 1969 — 1973
McCabe & Associates, Inc. January 1981 - Present
Cetera Advisor Networks LLC May 1998 - Present
Skills
Investment Advisory, Management, Financial Services, Contract Negotiation, Sales, Negotiation, Leadership, Investments, Process Improvement
Education
Miami University 1973 — 1977
Bachelor of Science (B.S.), Accounting
Homewood-Flossmoor High School 1969 — 1973
Anders Haugen, CFP®, ChFC® Anders Haugen, CFP®, ChFC®'s Cetera Advisor Networks LLC Experience September 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lifelong Wealth Advisors January 2015 - Present
Cetera Advisor Networks LLC September 2006 - Present
Lifelong Wealth Advisors September 2006 - Present
Lifelong Wealth Advisors August 2012 - December 2014
US Bank September 2005 - September 2006
Matt Maring Auction Company January 1998 - August 2005
Skills
Investments, Securities, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning, Tax, Investment Strategies, Disability Insurance, Health Insurance, Insurance Planning, Term Life Insurance, Universal Life, Mutual Funds, Stocks, Bonds
Education
Minnesota State University, Mankato 2007 — 2009
FPCP, Financial Planning Certificate Program
Gustavus Adolphus College 2001 — 2005
B.A., Financial Economics
Lifelong Wealth Advisors January 2015 - Present
Cetera Advisor Networks LLC September 2006 - Present
Lifelong Wealth Advisors September 2006 - Present
Lifelong Wealth Advisors August 2012 - December 2014
US Bank September 2005 - September 2006
Matt Maring Auction Company January 1998 - August 2005
Skills
Investments, Securities, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning, Tax, Investment Strategies, Disability Insurance, Health Insurance, Insurance Planning, Term Life Insurance, Universal Life, Mutual Funds, Stocks, Bonds
Education
Minnesota State University, Mankato 2007 — 2009
FPCP, Financial Planning Certificate Program
Gustavus Adolphus College 2001 — 2005
B.A., Financial Economics
Kathy Martins Kathy Martins's Cetera Advisor Networks LLC Experience 1995 - Present
Job Sheriff's Program Financial Specialist at Alameda County
Industry Financial Services
Experience
Alameda County June 2013 - Present
Cetera Advisor Networks LLC 1995 - Present
Santa Iona Financial Services Inc. June 1995 - November 2001
Skills
Investments, Strategic Financial..., Insurance, Budgets, Financial Advisory, Small Business, Management, Finance
Education
California State University-Hayward - School of Business and Economics 1992 — 1996
Bachelors, Business Administration
Alameda County June 2013 - Present
Cetera Advisor Networks LLC 1995 - Present
Santa Iona Financial Services Inc. June 1995 - November 2001
Skills
Investments, Strategic Financial..., Insurance, Budgets, Financial Advisory, Small Business, Management, Finance
Education
California State University-Hayward - School of Business and Economics 1992 — 1996
Bachelors, Business Administration
Bill DeGarmo Bill DeGarmo's Cetera Advisor Networks LLC Experience July 2008 - Present
Job Registered Representative and Independent Insurance Agent
Industry Financial Services
Experience
Cetera Advisor Networks LLC July 2008 - Present
-- May 1984 - Present
Pension Planners Securities, Inc. January 2007 - July 2008
Education
California State University-Sacramento
Bachelor of Arts, Drama, Business
Cetera Advisor Networks LLC July 2008 - Present
-- May 1984 - Present
Pension Planners Securities, Inc. January 2007 - July 2008
Education
California State University-Sacramento
Bachelor of Arts, Drama, Business
Ruth Simone Ruth Simone's Cetera Advisor Networks LLC Experience April 1992 - December 2007
Job Executive Coaching
Industry Professional Training & Coaching
Experience
Luminare Coaching & Consulting April 2004 - Present
Luminare Coaching & Consulting April 2004 - Present
Cetera Advisor Networks LLC April 1992 - December 2007
Northwest Asset Management, Inc. May 1982 - March 1992
Skills
Leadership, Leadership Development, Entrepreneurship, Coaching, Strategic Planning, Consulting, Management, Business Strategy, Mergers & Acquisitions, Succession Planning, Executive Coaching, Project Planning, Public Speaking, Small Business, Executive Presentations, Leadership Presence
Education
New Ventures West 2003 — 2005
Certification
Golden Gate University 1983 — 1987
BS
Luminare Coaching & Consulting April 2004 - Present
Luminare Coaching & Consulting April 2004 - Present
Cetera Advisor Networks LLC April 1992 - December 2007
Northwest Asset Management, Inc. May 1982 - March 1992
Skills
Leadership, Leadership Development, Entrepreneurship, Coaching, Strategic Planning, Consulting, Management, Business Strategy, Mergers & Acquisitions, Succession Planning, Executive Coaching, Project Planning, Public Speaking, Small Business, Executive Presentations, Leadership Presence
Education
New Ventures West 2003 — 2005
Certification
Golden Gate University 1983 — 1987
BS
R. Stephen Werner R. Stephen Werner's Cetera Advisor Networks LLC Experience 1992 - Present
Job Financial Advisor at Exemplar Financial Network
Industry Financial Services
Experience
Exemplar Financial Network 1993 - Present
Cetera Advisors Network 1992 - Present
Freedom for Girls 2006 - Present
Cetera Advisor Networks LLC 1992 - Present
Geneva Lake West Chamber of Commerce 2005 - Present
Rotary District 6270 1996 - Present
Rotary club of Walworth-Fontana July 2004 - June 2005
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Variable Annuities, Variable Life, Qualified Retirement..., Networking, Charity Work
Education
University of Wisconsin-Stout 1967 — 1971
Bachelor of Science, Technical Education
Northern Illinois University 1980 — 1983
Education Administration
University of Wisconsin-Whitewater 1975 — 1977
Education
University of Wisconsin-Milwaukee 1974 — 1977
Special Education
Exemplar Financial Network 1993 - Present
Cetera Advisors Network 1992 - Present
Freedom for Girls 2006 - Present
Cetera Advisor Networks LLC 1992 - Present
Geneva Lake West Chamber of Commerce 2005 - Present
Rotary District 6270 1996 - Present
Rotary club of Walworth-Fontana July 2004 - June 2005
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Variable Annuities, Variable Life, Qualified Retirement..., Networking, Charity Work
Education
University of Wisconsin-Stout 1967 — 1971
Bachelor of Science, Technical Education
Northern Illinois University 1980 — 1983
Education Administration
University of Wisconsin-Whitewater 1975 — 1977
Education
University of Wisconsin-Milwaukee 1974 — 1977
Special Education
Mark Hendrix Mark Hendrix's Cetera Advisor Networks LLC Experience October 2013 - Present
Job Owner of TruNorth Financial Advisors, LLC (128 S. Union St. Olean, NY 14760) (716) 3075912
Industry Financial Services
Experience
Both, Branch & Hendrix, Inc. July 1985 - Present
Cetera Advisor Networks LLC October 2013 - Present
Tower Square Securites, Inc. 1998 - 2013
Iroquois Life, Inc September 2009 - September 2012
Guardian Ins. & Annuity Company 1988 - 1998
Skills
Securities, Retirement Planning, Mutual Funds, Wealth Management, Variable Annuities, Fixed Annuities, Income Protection, Insurance, Strategic Financial..., Series 7, Tax Preparation, Income Tax, Social Security, Life Insurance, Investments
Education
The American College 2006 — 2008
Certified Financial Planner Program
Ithaca College 1981 — 1985
Bachelor's of Science
Both, Branch & Hendrix, Inc. July 1985 - Present
Cetera Advisor Networks LLC October 2013 - Present
Tower Square Securites, Inc. 1998 - 2013
Iroquois Life, Inc September 2009 - September 2012
Guardian Ins. & Annuity Company 1988 - 1998
Skills
Securities, Retirement Planning, Mutual Funds, Wealth Management, Variable Annuities, Fixed Annuities, Income Protection, Insurance, Strategic Financial..., Series 7, Tax Preparation, Income Tax, Social Security, Life Insurance, Investments
Education
The American College 2006 — 2008
Certified Financial Planner Program
Ithaca College 1981 — 1985
Bachelor's of Science
Robert B Fleming Robert B Fleming's Cetera Advisor Networks LLC Experience August 2007 - Present
Job Financial Advisor and Certified Financial Planner (tm) practitioner at Cetera Advisor Networks LLC, member FINRA / SIPC,
Industry Financial Services
Experience
Cetera Advisor Networks LLC August 2007 - Present
Hamilton Sundstrand January 2000 - December 2006
Turbomeca June 1991 - September 1993
Solar Turbines September 1974 - January 1981
Pratt & Whitney September 1973 - August 1974
Skills
Retirement Planning, Strategic Financial..., Investments, Risk Management, Strategic Planning, Personal Finance, Insurance, Financial Advisory, Series 7, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Managment
Education
San Diego State University-California State University 2004 — 2006
Master of Science (MS), Financial Planning
San Diego State University-California State University 1980 — 1984
MS, Mechanical Engineering
University of Virginia 1966 — 1970
BS, Aerospace Engineering
St. Anselm's Abbey 1960 — 1966
High Scool, Classics, Pass
OASIS
Cetera Advisor Networks LLC August 2007 - Present
Hamilton Sundstrand January 2000 - December 2006
Turbomeca June 1991 - September 1993
Solar Turbines September 1974 - January 1981
Pratt & Whitney September 1973 - August 1974
Skills
Retirement Planning, Strategic Financial..., Investments, Risk Management, Strategic Planning, Personal Finance, Insurance, Financial Advisory, Series 7, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Asset Managment
Education
San Diego State University-California State University 2004 — 2006
Master of Science (MS), Financial Planning
San Diego State University-California State University 1980 — 1984
MS, Mechanical Engineering
University of Virginia 1966 — 1970
BS, Aerospace Engineering
St. Anselm's Abbey 1960 — 1966
High Scool, Classics, Pass
OASIS
Stefan Saldivia, CFP®'s Cetera Advisor Networks LLC Experience 2013 - 2013
Job
Industry Financial Services
Experience
LPL Financial 2014 - 2015
JPMorgan Chase 2013 - 2014
Cetera Advisor Networks LLC 2013 - 2013
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Wealth Management, Retirement, Small Business, Certified Financial..., Wealth, Financial Advisory, Investments, Estate Planning, Tax, Financial Goals, IRAs, Financial Planning, Financial Planners, Healthy financial...
Education
Golden Gate University 2012 — 2015
Master's Degree, Financial Planning and Taxation
DeVry University
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of California, Los Angeles
Personal Financial Planning Certificate, Financial Planning
LPL Financial 2014 - 2015
JPMorgan Chase 2013 - 2014
Cetera Advisor Networks LLC 2013 - 2013
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Wealth Management, Retirement, Small Business, Certified Financial..., Wealth, Financial Advisory, Investments, Estate Planning, Tax, Financial Goals, IRAs, Financial Planning, Financial Planners, Healthy financial...
Education
Golden Gate University 2012 — 2015
Master's Degree, Financial Planning and Taxation
DeVry University
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of California, Los Angeles
Personal Financial Planning Certificate, Financial Planning
Ryan Gandurski's Cetera Advisor Networks LLC Experience May 2011 - Present
Job Financial Advisor at McCabe & Associates, Inc.
Industry Financial Services
Experience
McCabe & Associates, Inc. May 2011 - Present
Cetera Advisor Networks LLC May 2011 - Present
Standard Bank and Trust - Infinex Investments, Inc July 2009 - April 2011
Founders Bank - Raymond James Financial Services January 2007 - July 2009
Merrill Lynch October 2005 - December 2006
Laurel BMW of Westmont January 2002 - October 2005
Community Counselling Service May 2001 - January 2002
Webley Systems October 1999 - April 2001
Skills
Portfolio Management, Strategic Planning, Financial Analysis, Investments, Finance, Management, Securities, Retirement Planning, Wealth Management..., Financial Planning, Investment Management, Insurance Planning, Estate Planning, Investment Advisory..., Qualified Retirement..., Business Planning, Long-term Care, Series 7, Series 24
Education
St. Joseph's College (IN) 1995 — 1999
BS, Business Management and Marketing
St. Rita High School 1991 — 1995
Diploma, Liberal - College Prep
McCabe & Associates, Inc. May 2011 - Present
Cetera Advisor Networks LLC May 2011 - Present
Standard Bank and Trust - Infinex Investments, Inc July 2009 - April 2011
Founders Bank - Raymond James Financial Services January 2007 - July 2009
Merrill Lynch October 2005 - December 2006
Laurel BMW of Westmont January 2002 - October 2005
Community Counselling Service May 2001 - January 2002
Webley Systems October 1999 - April 2001
Skills
Portfolio Management, Strategic Planning, Financial Analysis, Investments, Finance, Management, Securities, Retirement Planning, Wealth Management..., Financial Planning, Investment Management, Insurance Planning, Estate Planning, Investment Advisory..., Qualified Retirement..., Business Planning, Long-term Care, Series 7, Series 24
Education
St. Joseph's College (IN) 1995 — 1999
BS, Business Management and Marketing
St. Rita High School 1991 — 1995
Diploma, Liberal - College Prep
Derek J. Nutter Derek J. Nutter's Cetera Advisor Networks LLC Experience May 2003 - Present
Job Financial Advisor at Nutter Financial Group
Industry Financial Services
Experience
AdvisorNet Financial May 2003 - Present
Nutter Financial Group May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
Skills
Financial Planning, Working with..., Strategic Financial..., Retirement, Investments, Estate Planning, Retirement Planning, Securities, Series 7, Fixed Annuities, Small Business, Finance
Education
Gustavus Adolphus College 1998 — 2002
B.A., Financial Economics
Mounds View High School 1994 — 1998
AdvisorNet Financial May 2003 - Present
Nutter Financial Group May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
Skills
Financial Planning, Working with..., Strategic Financial..., Retirement, Investments, Estate Planning, Retirement Planning, Securities, Series 7, Fixed Annuities, Small Business, Finance
Education
Gustavus Adolphus College 1998 — 2002
B.A., Financial Economics
Mounds View High School 1994 — 1998
Coleen Gregory Coleen Gregory's Cetera Advisor Networks LLC Experience January 2005 - Present
Job Executive Office Manager at Malecki Financial Group
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2005 - Present
Novartis Consumer Health 1987 - 2001
Education
Kean University 1988 — 1995
BS, Computer Science
Middlesex County College 1984 — 1986
AAS, Computer Science
Cetera Advisor Networks LLC January 2005 - Present
Novartis Consumer Health 1987 - 2001
Education
Kean University 1988 — 1995
BS, Computer Science
Middlesex County College 1984 — 1986
AAS, Computer Science
Kenneth Morey's Cetera Advisor Networks LLC Experience 2008 - Present
Job Have You Seen the Doctor for that Financial Checkup? That Second Opinion could save you some Money!
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2008 - Present
Skills
Retirement Planning, Insurance Services, Financial Advisory, Investments, Strategic Financial..., Insurance, Fixed Annuities, Investment Advisory, Finance, Series 7, Asset Allocation, Retirement, Mutual Funds, Wealth Management, CLU, Series 63
Education
Southern Illinois University, Carbondale
Master's degree, Marketing
Cetera Advisor Networks LLC 2008 - Present
Skills
Retirement Planning, Insurance Services, Financial Advisory, Investments, Strategic Financial..., Insurance, Fixed Annuities, Investment Advisory, Finance, Series 7, Asset Allocation, Retirement, Mutual Funds, Wealth Management, CLU, Series 63
Education
Southern Illinois University, Carbondale
Master's degree, Marketing
Matthew Laverone Matthew Laverone's Cetera Advisor Networks LLC Experience March 2011 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2011 - Present
Cetera Advisor Networks LLC March 2011 - Present
National Planning Corporation March 2005 - March 2011
Skills
Investment Management, Investment Advisory, Term Life Insurance, Long Term Care Insurance, College Savings Plans, Retirement Planning, Qualified Retirement..., SEP IRA, IRAs, Simple IRA, 401k Rollovers, 401k, Alternative Investments, Roth IRA, Defined Benefit
Education
CSU Sacramento 2003 — 2005
Bachelor's Degree, General Management and Marketing
linden high school
Cetera Advisor Networks LLC March 2011 - Present
Cetera Advisor Networks LLC March 2011 - Present
National Planning Corporation March 2005 - March 2011
Skills
Investment Management, Investment Advisory, Term Life Insurance, Long Term Care Insurance, College Savings Plans, Retirement Planning, Qualified Retirement..., SEP IRA, IRAs, Simple IRA, 401k Rollovers, 401k, Alternative Investments, Roth IRA, Defined Benefit
Education
CSU Sacramento 2003 — 2005
Bachelor's Degree, General Management and Marketing
linden high school
Olivia (Rivero) Broderick Olivia (Rivero) Broderick's Cetera Advisor Networks LLC Experience October 2014 - Present
Job Administrative Assistant at Financial Network
Industry Events Services
Experience
Cetera Advisor Networks LLC October 2014 - Present
Restaurants on the Run February 2012 - February 2014
Wells Fargo July 2011 - February 2012
Jamba Juice October 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Food, Marketing Strategy, Negotiation, Sales Management, Budgets, Social Media, Marketing, Business Strategy, Event Management, Team Building, Leadership, Training
Education
Brigham Young University - Idaho 2012 — 2015
Associate's Degree, Business Administration and Management, General
Bellevue Community College 2008 — 2009
Cetera Advisor Networks LLC October 2014 - Present
Restaurants on the Run February 2012 - February 2014
Wells Fargo July 2011 - February 2012
Jamba Juice October 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Food, Marketing Strategy, Negotiation, Sales Management, Budgets, Social Media, Marketing, Business Strategy, Event Management, Team Building, Leadership, Training
Education
Brigham Young University - Idaho 2012 — 2015
Associate's Degree, Business Administration and Management, General
Bellevue Community College 2008 — 2009
Kurt Ehmann Kurt Ehmann's Cetera Advisor Networks LLC Experience 2004 - Present
Job CoOwner TW Advisory Group
Industry Financial Services
Experience
Cetera Advisor Networks, LLC 2004 - Present
Education
Arizona State University 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Cetera Advisor Networks, LLC 2004 - Present
Education
Arizona State University 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Taylor Hallock Taylor Hallock's Cetera Advisor Networks LLC Experience June 2013 - August 2013
Job Finance background looking to pursue a career in finance or consulting
Industry Financial Services
Experience
Glendale Country Club June 2010 - Present
Cetera Advisor Networks LLC June 2013 - August 2013
Maxis Solutions January 2013 - May 2013
Skills
Microsoft Office, Mandarin, Social Media, PowerPoint, Facebook, Microsoft Excel, Financial Accounting
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration in Finance, Asian Studies Minor, Cum Laude
Peking University 2014 — 2014
Chinese Studies Institute Language Immersion Program
Fudan University 2013 — 2013
ITESM Business Program
Interlake High School 2007 — 2011
Glendale Country Club June 2010 - Present
Cetera Advisor Networks LLC June 2013 - August 2013
Maxis Solutions January 2013 - May 2013
Skills
Microsoft Office, Mandarin, Social Media, PowerPoint, Facebook, Microsoft Excel, Financial Accounting
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration in Finance, Asian Studies Minor, Cum Laude
Peking University 2014 — 2014
Chinese Studies Institute Language Immersion Program
Fudan University 2013 — 2013
ITESM Business Program
Interlake High School 2007 — 2011
Mark W. Drennan,LUTCF Mark W. Drennan,LUTCF's Cetera Advisor Networks LLC Experience March 2007 - Present
Job Investment Advisor Representative Cetera Advisor Networks,LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2007 - Present
Dexter & Company Insurance March 1994 - Present
Signator Investors Inc.,SIPC December 2002 - April 2007
Skills
Insurance, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Employee Benefits, Life Insurance, Risk Management, Finance, 401k, Portfolio Management, Mutual Funds, IRAs, Retirement, Series 63
Education
Baylor University 1979 — 1983
BA, History, Business
Trinity Christian Academy 1975 — 1979
High School
Cetera Advisor Networks LLC March 2007 - Present
Dexter & Company Insurance March 1994 - Present
Signator Investors Inc.,SIPC December 2002 - April 2007
Skills
Insurance, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Employee Benefits, Life Insurance, Risk Management, Finance, 401k, Portfolio Management, Mutual Funds, IRAs, Retirement, Series 63
Education
Baylor University 1979 — 1983
BA, History, Business
Trinity Christian Academy 1975 — 1979
High School
Cynthia (Cindy) Wise Cynthia (Cindy) Wise's Cetera Advisor Networks LLC Experience February 2005 - Present
Job Investment Advisor Representative at Cetera Advisor Networks LLC, member SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2005 - Present
Wise Financial Planning & Wealth Management LLC February 2005 - Present
New Mexico Project for Financial Literacy January 2005 - Present
Better Business Bureau of the Southwest September 2007 - September 2008
Skills
Investments, Retirement Planning, Financial Planning, Series 7, Securities, Life Insurance, Insurance, Wealth, Series 63, Disability Insurance, Long-term Care, Finance, Financial Services, Small Business, Personal Finance
Education
College for Financial Planning 2003 — 2004
Certificate of Completion, CFP Professional Education Program
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science, Human Resources and Family Studies
Cetera Advisor Networks LLC February 2005 - Present
Wise Financial Planning & Wealth Management LLC February 2005 - Present
New Mexico Project for Financial Literacy January 2005 - Present
Better Business Bureau of the Southwest September 2007 - September 2008
Skills
Investments, Retirement Planning, Financial Planning, Series 7, Securities, Life Insurance, Insurance, Wealth, Series 63, Disability Insurance, Long-term Care, Finance, Financial Services, Small Business, Personal Finance
Education
College for Financial Planning 2003 — 2004
Certificate of Completion, CFP Professional Education Program
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science, Human Resources and Family Studies
Karen Bostick Karen Bostick's Cetera Advisor Networks LLC Experience November 2014 - Present
Job Investment Advisor Representative, Benchmark Financial Advisors, 2605 Nicholson Road, Suite 3200, Sewickley, PA 1
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 2014 - Present
Mars National Advisors July 2002 - November 2014
PNC Investments November 2000 - July 2002
Federated Investors February 1986 - November 2001
Skills
Financial Planning, Series 7, Retirement Planning, 401k, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS BA, Marketing/Business Administration
North Hills High School 1976 — 1980
Cetera Advisor Networks LLC November 2014 - Present
Mars National Advisors July 2002 - November 2014
PNC Investments November 2000 - July 2002
Federated Investors February 1986 - November 2001
Skills
Financial Planning, Series 7, Retirement Planning, 401k, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS BA, Marketing/Business Administration
North Hills High School 1976 — 1980
Greg Brackett Greg Brackett's Cetera Advisor Networks LLC Experience April 1999 - Present
Job Regional Director at Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
Lori Ann Davini Lori Ann Davini's Cetera Advisor Networks LLC Experience 2001 - Present
Job OSJ Manager, Reg Principal at Cetera ADVISOR NETWORKS LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera ADVISOR NETWORKS LLC 2001 - Present
Dunham & Associates 1998 - 2001
Stolper & Company 1992 - 1998
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Communications
San Diego State University-California State University
Cetera ADVISOR NETWORKS LLC 2001 - Present
Dunham & Associates 1998 - 2001
Stolper & Company 1992 - 1998
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Communications
San Diego State University-California State University
Eric A. Huck, CFP Eric A. Huck, CFP's Cetera Advisor Networks LLC Experience 2003 - Present
Job Partner at BAR Financial, LLC
Industry Financial Services
Experience
BAR Financial, LLC 2003 - Present
Cetera Advisor Networks LLC 2003 - Present
Education
College for Financial Planning
CFP
BAR Financial, LLC 2003 - Present
Cetera Advisor Networks LLC 2003 - Present
Education
College for Financial Planning
CFP
Alan Havir Alan Havir's Cetera Advisor Networks LLC Experience December 1999 - Present
Job CAPITAL LIFE PLANNING, LLC, Registered Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC December 1999 - Present
CAPITAL LIFE PLANNING 1994 - Present
ROTARY DISRICT 5510 1996 - 2010
Skills
Retirement, Estate Planning, Retirement Planning, Fixed Annuities, Project Planning, Investment Advisory, Wealth Management, Wealth, 401k, Income Protection, Long-term Care, Strategic Financial..., Commercial Mortgages, Mutual Funds, Investments, Public Speaking, Team Building, Portfolio Management, Insurance, Asset Allocation, Wealth Accumulation, Tax, Financial Analysis, Employee Benefits, 401k Rollovers, Roth IRA, Small Business, Series 63, Series 6, IRAs, Series 65, Uniform Combined State..., Long Term Care Insurance, Term Life Insurance, Financial Advisory, Universal Life, Financial Planners, Strategic Planning, Leadership, Music, Whole Life, Event Planning
Education
Loyola Marymount University 1980 — 1983
Masters, Communications - Screenwriting
Arizona State University 1972 — 1976
Bachelors, Fine Arts, Theatre
Glendale Community College 1968 — 1972
Associate of Arts (A.A.)
Maryvale 1961 — 1966
Cetera Advisor Networks LLC December 1999 - Present
CAPITAL LIFE PLANNING 1994 - Present
ROTARY DISRICT 5510 1996 - 2010
Skills
Retirement, Estate Planning, Retirement Planning, Fixed Annuities, Project Planning, Investment Advisory, Wealth Management, Wealth, 401k, Income Protection, Long-term Care, Strategic Financial..., Commercial Mortgages, Mutual Funds, Investments, Public Speaking, Team Building, Portfolio Management, Insurance, Asset Allocation, Wealth Accumulation, Tax, Financial Analysis, Employee Benefits, 401k Rollovers, Roth IRA, Small Business, Series 63, Series 6, IRAs, Series 65, Uniform Combined State..., Long Term Care Insurance, Term Life Insurance, Financial Advisory, Universal Life, Financial Planners, Strategic Planning, Leadership, Music, Whole Life, Event Planning
Education
Loyola Marymount University 1980 — 1983
Masters, Communications - Screenwriting
Arizona State University 1972 — 1976
Bachelors, Fine Arts, Theatre
Glendale Community College 1968 — 1972
Associate of Arts (A.A.)
Maryvale 1961 — 1966
Jaye Oppedahl's Cetera Advisor Networks LLC Experience January 2014 - Present
Job Licensed Operations Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Cetera Financial Group August 2013 - January 2014
Gaiam April 2012 - April 2013
Universal Music Group December 2011 - April 2012
Wedbush Securities June 2010 - September 2011
T-Mobile December 2009 - June 2010
UBS March 2008 - December 2009
Viceroy Hotel Group September 2004 - September 2008
Skills
Finance, Financial Services, Financial Analysis, Microsoft Excel, Access, Payroll, PowerPoint, Accounting, Microsoft Word, Sales, Analysis, QuickBooks, Auditing, Microsoft Office, Customer Service, Forecasting, Invoicing, Management, Budgets, Time Management, Social Networking
Education
California State University-Northridge 2004 — 2009
Bachelor of Science, Finance
Delta sigma pi
Cetera Advisor Networks LLC January 2014 - Present
Cetera Financial Group August 2013 - January 2014
Gaiam April 2012 - April 2013
Universal Music Group December 2011 - April 2012
Wedbush Securities June 2010 - September 2011
T-Mobile December 2009 - June 2010
UBS March 2008 - December 2009
Viceroy Hotel Group September 2004 - September 2008
Skills
Finance, Financial Services, Financial Analysis, Microsoft Excel, Access, Payroll, PowerPoint, Accounting, Microsoft Word, Sales, Analysis, QuickBooks, Auditing, Microsoft Office, Customer Service, Forecasting, Invoicing, Management, Budgets, Time Management, Social Networking
Education
California State University-Northridge 2004 — 2009
Bachelor of Science, Finance
Delta sigma pi
Bryan Casserly Bryan Casserly's Cetera Advisor Networks LLC Experience March 2014 - Present
Job Relationship Manager, Western Region at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2014 - Present
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics
California State University-Long Beach 2009 — 2012
MBA, Finance
Cetera Advisor Networks LLC March 2014 - Present
Education
University of California, Santa Barbara 1997 — 2001
BA, Business Economics
California State University-Long Beach 2009 — 2012
MBA, Finance
Yuxiao Wang Yuxiao Wang's Cetera Advisor Networks LLC Experience March 2014 - June 2014
Job Marketing Research Analyst at Aurfy.Inc
Industry Market Research
Experience
Aurfy Inc. July 2015 - Present
Cetera Advisor Networks LLC March 2014 - June 2014
MassMutual Asia Co. July 2012 - August 2012
Mestore May 2011 - August 2011
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Retail Marketing, Fashion Marketing, Business Analysis, Market Analysis, Economic Modeling, Economics, Microsoft Excel, Matlab, SAS Certified Base..., SAS Base, SAS Programming, Market Research, R, EViews, PowerPoint, Microsoft Word, SPSS, XLMiner, Statistical Data..., Statistical Modeling, Microsoft Office, Customer Service, Social Media
Education
Bentley University 2014 — 2016
Master of Science (MS), Marketing Analytics, 3.52
University of California, Santa Barbara 2013 — 2014
Master of Arts (MA), Economics, 3.33
Aurfy Inc. July 2015 - Present
Cetera Advisor Networks LLC March 2014 - June 2014
MassMutual Asia Co. July 2012 - August 2012
Mestore May 2011 - August 2011
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Retail Marketing, Fashion Marketing, Business Analysis, Market Analysis, Economic Modeling, Economics, Microsoft Excel, Matlab, SAS Certified Base..., SAS Base, SAS Programming, Market Research, R, EViews, PowerPoint, Microsoft Word, SPSS, XLMiner, Statistical Data..., Statistical Modeling, Microsoft Office, Customer Service, Social Media
Education
Bentley University 2014 — 2016
Master of Science (MS), Marketing Analytics, 3.52
University of California, Santa Barbara 2013 — 2014
Master of Arts (MA), Economics, 3.33
Lainie Rose Miller, MBA Lainie Rose Miller, MBA's Cetera Advisor Networks LLC Experience July 2014 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC July 2014 - Present
AXA Advisors, LLC 2012 - July 2014
Junior League of Pasadena 1999 - 2012
UCLA and Loyola Marymount University 2000 - 2006
Arthur Andersen, LLP 1999 - 2000
Jefferies & Company 1996 - 1999
Skills
Investments, Business Development, Finance, Risk Management,..., Financial Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Retirement Planning, Risk Management, Due Diligence, Corporate Finance, Business Planning, Valuation, Insurance, Equities, Management, Securities, Financial Services, Fixed Income, Asset Allocation, Financial Advisory, Small Business, Budgets
Education
Loyola Marymount University, College of Business Administration 1993 — 1996
MBA, Finance / Strategic Planning, Magna Cum Laude
University of California, Los Angeles 1984 — 1988
B.A., Business Administration
Cetera Advisor Networks LLC July 2014 - Present
AXA Advisors, LLC 2012 - July 2014
Junior League of Pasadena 1999 - 2012
UCLA and Loyola Marymount University 2000 - 2006
Arthur Andersen, LLP 1999 - 2000
Jefferies & Company 1996 - 1999
Skills
Investments, Business Development, Finance, Risk Management,..., Financial Planning, Portfolio Management, Mergers & Acquisitions, Asset Management, Retirement Planning, Risk Management, Due Diligence, Corporate Finance, Business Planning, Valuation, Insurance, Equities, Management, Securities, Financial Services, Fixed Income, Asset Allocation, Financial Advisory, Small Business, Budgets
Education
Loyola Marymount University, College of Business Administration 1993 — 1996
MBA, Finance / Strategic Planning, Magna Cum Laude
University of California, Los Angeles 1984 — 1988
B.A., Business Administration
Jennifer Johnson Jennifer Johnson's Cetera Advisor Networks LLC Experience 2009 - Present
Job Helping financial advisors and business owners prosper
Industry Financial Services
Experience
Exemplar Financial Network 2009 - Present
Cetera Advisor Networks LLC 2009 - Present
USAdvisors Network 2007 - 2009
Cetera Advisor Networks LLC 1998 - 2007
Lake County Health Department 1994 - 1998
Education
Aurora University 1993 — 1996
MS, Outdoor Therapeutic Recreation
University of Iowa 1988 — 1992
B.S./B.A., Psychology
Exemplar Financial Network 2009 - Present
Cetera Advisor Networks LLC 2009 - Present
USAdvisors Network 2007 - 2009
Cetera Advisor Networks LLC 1998 - 2007
Lake County Health Department 1994 - 1998
Education
Aurora University 1993 — 1996
MS, Outdoor Therapeutic Recreation
University of Iowa 1988 — 1992
B.S./B.A., Psychology
Jameel Arif Jameel Arif's Cetera Advisor Networks LLC Experience June 2000 - Present
Job Registered Representative at Cetera Advisors Network
Industry Financial Services
Experience
New Millennium Financial Services LLC July 2000 - Present
Cetera Advisor Networks LLC June 2000 - Present
John Hancock January 1990 - June 2000
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Securities, Term Life Insurance, IRAs, Employee Benefits, Health Savings Accounts, Long Term Care Insurance, Roth IRA, Wealth Accumulation, College Savings Plans, Universal Life, Variable Annuities, 401k Rollovers, Estate Planning, Mutual Funds, Whole Life, Indexed Annuities, SEP IRA, Long Term Care, Annuities, IRA's, Variable Life, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Guaranteed Lifetime..., Equity Indexed Annuities, Asset Allocation, Fixed Annuities, Long-term Care
Education
University of Karachi
New Millennium Financial Services LLC July 2000 - Present
Cetera Advisor Networks LLC June 2000 - Present
John Hancock January 1990 - June 2000
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Securities, Term Life Insurance, IRAs, Employee Benefits, Health Savings Accounts, Long Term Care Insurance, Roth IRA, Wealth Accumulation, College Savings Plans, Universal Life, Variable Annuities, 401k Rollovers, Estate Planning, Mutual Funds, Whole Life, Indexed Annuities, SEP IRA, Long Term Care, Annuities, IRA's, Variable Life, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Guaranteed Lifetime..., Equity Indexed Annuities, Asset Allocation, Fixed Annuities, Long-term Care
Education
University of Karachi
Sofia Poonawala Sofia Poonawala's Cetera Advisor Networks LLC Experience October 2013 - April 2014
Job Client Services Associate at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Cetera Advisor Networks LLC October 2013 - April 2014
McGill University January 2013 - June 2013
McGill University January 2012 - December 2012
US Fish and Wildlife Service May 2012 - August 2012
Ckut Radio June 2011 - August 2011
City of Orlando June 2010 - August 2010
Skills
Environmental Science, Research, Field Work, Ecology, Public Speaking, Microsoft Office, Environmental Research, Climate Change, Environmental Education, Environmental Policy, Sustainable Development, Biology, Data Analysis, GIS, Sustainability, Qualitative Research, Experimental Design, International..., Rural Development, Policy Analysis, Wildlife, Community Outreach, Series 7, Customer Service
Education
McGill University 2009 — 2013
Bachelor of Arts and Science, Environmental Science & Politics, Law and Society
McGill University
Bachelor of Arts and Science
LPL Financial May 2014 - Present
Cetera Advisor Networks LLC October 2013 - April 2014
McGill University January 2013 - June 2013
McGill University January 2012 - December 2012
US Fish and Wildlife Service May 2012 - August 2012
Ckut Radio June 2011 - August 2011
City of Orlando June 2010 - August 2010
Skills
Environmental Science, Research, Field Work, Ecology, Public Speaking, Microsoft Office, Environmental Research, Climate Change, Environmental Education, Environmental Policy, Sustainable Development, Biology, Data Analysis, GIS, Sustainability, Qualitative Research, Experimental Design, International..., Rural Development, Policy Analysis, Wildlife, Community Outreach, Series 7, Customer Service
Education
McGill University 2009 — 2013
Bachelor of Arts and Science, Environmental Science & Politics, Law and Society
McGill University
Bachelor of Arts and Science
Si Man Sharon Tong Si Man Sharon Tong's Cetera Advisor Networks LLC Experience April 2015 - June 2015
Job Accountant at SavvyTech Security
Industry Accounting
Experience
SavvyTech Security July 2015 - Present
DP Insurance July 2015 - July 2015
Cetera Advisor Networks LLC April 2015 - June 2015
UC Santa Barbara September 2014 - June 2015
Aikido Kenkyukai Santa Barbara March 2014 - June 2014
UC Santa Barbara January 2014 - March 2014
Foothill-De Anza Community College District April 2012 - June 2013
Foothill-De Anza Community College District January 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Time Management, Public Speaking, Social Media, Leadership
Education
University of California, Santa Barbara 2013 — 2015
Bachelor's Degree, Financial mathematics and statistics, 3.86
De Anza College 2011 — 2013
Associate's Degree, Business Administration, 3.97
SavvyTech Security July 2015 - Present
DP Insurance July 2015 - July 2015
Cetera Advisor Networks LLC April 2015 - June 2015
UC Santa Barbara September 2014 - June 2015
Aikido Kenkyukai Santa Barbara March 2014 - June 2014
UC Santa Barbara January 2014 - March 2014
Foothill-De Anza Community College District April 2012 - June 2013
Foothill-De Anza Community College District January 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Time Management, Public Speaking, Social Media, Leadership
Education
University of California, Santa Barbara 2013 — 2015
Bachelor's Degree, Financial mathematics and statistics, 3.86
De Anza College 2011 — 2013
Associate's Degree, Business Administration, 3.97
Dawn Waszkiewicz's Cetera Advisor Networks LLC Experience July 2013 - Present
Job Training and Operations at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC July 2013 - Present
Service Solutions U.S. LLC April 2009 - July 2013
Hyundai Motor America October 2006 - February 2009
Hyundai October 2006 - January 2008
American Honda Motor Co. 1994 - 2006
Toyota 1986 - 1992
Skills
Event Planning, Call Center, Process Improvement, Customer Relations, Six Sigma, Customer Satisfaction, Change Management, PowerPoint, Customer Service, Call Centers, Business Development, CRM, Management, Cross-functional Team..., Leadership, Project Management, Team Building, Training, Analysis, Business Process..., Operations Management, Sales, Sales Management, Employee Training, Business Planning, Product Development, Budgets, Vendor Management, Customer Retention, Time Management, PMP, Program Management, Strategy, Account Management, Team Leadership, Coaching, Strategic Planning, Forecasting
Education
California State University-Long Beach 1984 — 1986
BA, Liberal Studies, Organizational Speech & Communication
California Polytechnic State University-San Luis Obispo 1982 — 1984
Transfered to CSULB, Communication
Cetera Advisor Networks LLC July 2013 - Present
Service Solutions U.S. LLC April 2009 - July 2013
Hyundai Motor America October 2006 - February 2009
Hyundai October 2006 - January 2008
American Honda Motor Co. 1994 - 2006
Toyota 1986 - 1992
Skills
Event Planning, Call Center, Process Improvement, Customer Relations, Six Sigma, Customer Satisfaction, Change Management, PowerPoint, Customer Service, Call Centers, Business Development, CRM, Management, Cross-functional Team..., Leadership, Project Management, Team Building, Training, Analysis, Business Process..., Operations Management, Sales, Sales Management, Employee Training, Business Planning, Product Development, Budgets, Vendor Management, Customer Retention, Time Management, PMP, Program Management, Strategy, Account Management, Team Leadership, Coaching, Strategic Planning, Forecasting
Education
California State University-Long Beach 1984 — 1986
BA, Liberal Studies, Organizational Speech & Communication
California Polytechnic State University-San Luis Obispo 1982 — 1984
Transfered to CSULB, Communication
Joanna Moran CFP® Joanna Moran CFP®'s Cetera Advisor Networks LLC Experience 2011 - Present
Job Certified Financial Planner(R)
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2011 - Present
Morgan Stanley May 2005 - February 2011
UBS 2001 - 2005
Navellier 1999 - 2000
Skills
Finance, Series 7, Series 63, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Risk Management, Strategic Financial..., Public Speaking, Financial Planners, Retirement Planning, Financial Risk, Securities, Banking, Financial Analysis, Insurance, Financial Services, Certified Financial..., Estate Planning, Employee Benefits, Wealth Management, New Business Development, Management, Asset Managment, Asset Management, Equities, Series 65, Financial Planning, Customer Service, Strategy
Education
National University 2010 — 2012
MBA, Business
San Diego State University-California State University 2003 — 2005
M.S.course work, Tax and Financial Planning
University of Nevada-Reno 1997 — 2001
B.S., Finance
Uniwersytet im. Adama Mickiewicza w Poznaniu 1990 — 1992
Political Science and Journalism
Cetera Advisor Networks LLC 2011 - Present
Morgan Stanley May 2005 - February 2011
UBS 2001 - 2005
Navellier 1999 - 2000
Skills
Finance, Series 7, Series 63, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Risk Management, Strategic Financial..., Public Speaking, Financial Planners, Retirement Planning, Financial Risk, Securities, Banking, Financial Analysis, Insurance, Financial Services, Certified Financial..., Estate Planning, Employee Benefits, Wealth Management, New Business Development, Management, Asset Managment, Asset Management, Equities, Series 65, Financial Planning, Customer Service, Strategy
Education
National University 2010 — 2012
MBA, Business
San Diego State University-California State University 2003 — 2005
M.S.course work, Tax and Financial Planning
University of Nevada-Reno 1997 — 2001
B.S., Finance
Uniwersytet im. Adama Mickiewicza w Poznaniu 1990 — 1992
Political Science and Journalism
Jen Mulder Jen Mulder's Cetera Advisor Networks LLC Experience April 2008 - March 2014
Job FeeOnly Financial Planner | Investment Manager | Financial Adviser Financial Services | Financial Decision Making
Industry Financial Services
Experience
Pathway Financial Services, LLC March 2014 - Present
Cetera Advisor Networks LLC April 2008 - March 2014
JEC Corp. January 2002 - December 2008
MKM, CPA's January 1990 - March 1992
Skills
Financial Projections, Investment, Retirement Planning, Financial Planning, Insurance Planning, Cash Flow Management, Budgeting, Personal Finance, Retirement Plans, Financial Counseling, Retirement Income..., Risk Analysis, Debt Management, Tax Planning, Estate Planning, Estate Tax Planning, Portfolio Analysis, Portfolio Management, Securities, 401k, Finance, Financial Services, Investment Management, Financial Advisory, Wealth Management, Personal Financial..., Investment Strategies, Retirement, Pensions, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Management
Education
University of California, Los Angeles 2007 — 2009
Personal Financial Planning Certificate, Financial Planning
Pitzer College 2003 — 2005
Bachelor of Arts, Sociology
Pathway Financial Services, LLC March 2014 - Present
Cetera Advisor Networks LLC April 2008 - March 2014
JEC Corp. January 2002 - December 2008
MKM, CPA's January 1990 - March 1992
Skills
Financial Projections, Investment, Retirement Planning, Financial Planning, Insurance Planning, Cash Flow Management, Budgeting, Personal Finance, Retirement Plans, Financial Counseling, Retirement Income..., Risk Analysis, Debt Management, Tax Planning, Estate Planning, Estate Tax Planning, Portfolio Analysis, Portfolio Management, Securities, 401k, Finance, Financial Services, Investment Management, Financial Advisory, Wealth Management, Personal Financial..., Investment Strategies, Retirement, Pensions, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Management
Education
University of California, Los Angeles 2007 — 2009
Personal Financial Planning Certificate, Financial Planning
Pitzer College 2003 — 2005
Bachelor of Arts, Sociology
Chaz Fahrner Chaz Fahrner's Cetera Advisor Networks LLC Experience September 2013 - March 2014
Job Planning Support Specialist at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Dog Park Apartments January 2007 - Present
Pure Financial Advisors, Inc. November 2014 - June 2015
Cetera Advisor Networks LLC September 2013 - March 2014
Insure For Good 2010 - 2011
CMF Productions April 2001 - August 2009
Creative Real Estate Consultants February 2006 - January 2008
Marriott International August 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Insurance, Public Speaking, Microsoft Word, PowerPoint, Outlook, Sales, Financial Planning, English, Real Estate, Windows, Inventory Management, Photoshop
Education
San Diego State University-California State University 2014 — 2016
Master's Degree, Financial & Tax Planning
San Diego State University-California State University 2012 — 2014
Financial Services
San Diego CIty College 2011 — 2012
Associate's degree, Transfer Studies
Dog Park Apartments January 2007 - Present
Pure Financial Advisors, Inc. November 2014 - June 2015
Cetera Advisor Networks LLC September 2013 - March 2014
Insure For Good 2010 - 2011
CMF Productions April 2001 - August 2009
Creative Real Estate Consultants February 2006 - January 2008
Marriott International August 1999 - January 2004
Skills
Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Insurance, Public Speaking, Microsoft Word, PowerPoint, Outlook, Sales, Financial Planning, English, Real Estate, Windows, Inventory Management, Photoshop
Education
San Diego State University-California State University 2014 — 2016
Master's Degree, Financial & Tax Planning
San Diego State University-California State University 2012 — 2014
Financial Services
San Diego CIty College 2011 — 2012
Associate's degree, Transfer Studies
Ed Gish Ed Gish's Cetera Advisor Networks LLC Experience January 2010 - Present
Job Financial Consultant, Registered Represenative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2010 - Present
Skills
Strategic Planning, Strategic Financial..., Leadership, Teaching, Budgets, Management, Analysis, Investments
Education
Dallas Theological Seminary 1978 — 1982
The University of Memphis 1975 — 1978
University of Mississippi 1973 — 1975
Cetera Advisor Networks LLC January 2010 - Present
Skills
Strategic Planning, Strategic Financial..., Leadership, Teaching, Budgets, Management, Analysis, Investments
Education
Dallas Theological Seminary 1978 — 1982
The University of Memphis 1975 — 1978
University of Mississippi 1973 — 1975
Andrea Merriman's Cetera Advisor Networks LLC Experience May 2015 - August 2015
Job Administrative Assistant at Cetera Advisor Networks LLC
Industry Accounting
Experience
Cetera Advisor Networks LLC May 2015 - August 2015
California State University, Chico January 2015 - May 2015
Walgreens June 2012 - October 2013
Education
California State University-Chico 2012 — 2016
Bachelor's Degree
Champion Christian School 2008 — 2012
Cetera Advisor Networks LLC May 2015 - August 2015
California State University, Chico January 2015 - May 2015
Walgreens June 2012 - October 2013
Education
California State University-Chico 2012 — 2016
Bachelor's Degree
Champion Christian School 2008 — 2012
Eric Trapasso Eric Trapasso's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Tower Square Securities, Inc. May 2009 - Present
MetLife November 2006 - December 2008
U.S.S. Benfold October 1994 - December 1998
Skills
Retirement Planning, Fixed Annuities, Investments, Alternative Investment..., Stock Trading, Variable Annuities, 403 b, College Savings Plans, Financial Analysis, Strategic Financial..., Stock Market Analysis, TSP, Financial Risk..., Mutual Funds, Wealth Management..., Series 65, Asset Management, Tactical Asset..., Dynamic Asset Allocation, Series 7, Series 63, Financial Planners, Project Management
Education
Cal State Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Golden West College 2000 — 2003
Associate of Arts (A.A.), General Studies
Cetera Advisor Networks LLC September 2013 - Present
Tower Square Securities, Inc. May 2009 - Present
MetLife November 2006 - December 2008
U.S.S. Benfold October 1994 - December 1998
Skills
Retirement Planning, Fixed Annuities, Investments, Alternative Investment..., Stock Trading, Variable Annuities, 403 b, College Savings Plans, Financial Analysis, Strategic Financial..., Stock Market Analysis, TSP, Financial Risk..., Mutual Funds, Wealth Management..., Series 65, Asset Management, Tactical Asset..., Dynamic Asset Allocation, Series 7, Series 63, Financial Planners, Project Management
Education
Cal State Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Golden West College 2000 — 2003
Associate of Arts (A.A.), General Studies
Christin White Christin White's Cetera Advisor Networks LLC Experience October 2012 - Present
Job Manager at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC October 2012 - Present
In Motion Fitness September 2011 - January 2013
Skills
Customer Service, Finance, Office Management, Marketing Strategy, Social Media Marketing, Recreation Planning, Computers, Organization, Project Planning, Marketing, Recruiting, Leadership, Management
Education
California State University-Chico 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Recreation Administration
Pleasant Valley High School
Cetera Advisor Networks LLC October 2012 - Present
In Motion Fitness September 2011 - January 2013
Skills
Customer Service, Finance, Office Management, Marketing Strategy, Social Media Marketing, Recreation Planning, Computers, Organization, Project Planning, Marketing, Recruiting, Leadership, Management
Education
California State University-Chico 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Recreation Administration
Pleasant Valley High School
Wade J. Westhoff, CFP®, AIF®'s Cetera Advisor Networks LLC Experience June 2002 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
Summit Financial Group LLC February 2013 - Present
Cetera Advisor Networks LLC June 2002 - January 2013
Wells Fargo Bank September 2001 - May 2002
Wells Fargo Investments May 1999 - September 2001
Skills
Wealth Management, Retirement Income..., Family Office, Financial Planning, Investments, Asset Management, Investment Management, Independent Advisor, Asset Accumulation, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution, Strategic Financial..., Retirement
Education
Oregon State University 1988 — 1993
Bachelor's degree
California High School
Summit Financial Group LLC February 2013 - Present
Cetera Advisor Networks LLC June 2002 - January 2013
Wells Fargo Bank September 2001 - May 2002
Wells Fargo Investments May 1999 - September 2001
Skills
Wealth Management, Retirement Income..., Family Office, Financial Planning, Investments, Asset Management, Investment Management, Independent Advisor, Asset Accumulation, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution, Strategic Financial..., Retirement
Education
Oregon State University 1988 — 1993
Bachelor's degree
California High School
Stephen Mohyla Jr., CFP® Stephen Mohyla Jr., CFP®'s Cetera Advisor Networks LLC Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2013 - Present
Northern Virginia Estate Planning Council 2010 - Present
National Capital Gift Planning Council 2005 - Present
Central Fairfax Chamber of Commerce January 2004 - Present
Bridgeland Wealth Consultants, LLC January 1994 - Present
Woodbury Financial Services January 2007 - February 2013
NHP Property Management March 1992 - September 1993
McKinsey & Company March 1989 - January 1992
Arthur Andersen consulting (Accenture) 1979 - 1983
Education
Georgetown University 1975 — 1979
BSBA, Accounting, Computer Science
Seton Hall Prep 1971 — 1975
High School
Cetera Advisor Networks LLC March 2013 - Present
Northern Virginia Estate Planning Council 2010 - Present
National Capital Gift Planning Council 2005 - Present
Central Fairfax Chamber of Commerce January 2004 - Present
Bridgeland Wealth Consultants, LLC January 1994 - Present
Woodbury Financial Services January 2007 - February 2013
NHP Property Management March 1992 - September 1993
McKinsey & Company March 1989 - January 1992
Arthur Andersen consulting (Accenture) 1979 - 1983
Education
Georgetown University 1975 — 1979
BSBA, Accounting, Computer Science
Seton Hall Prep 1971 — 1975
High School
Danielle Marshall Danielle Marshall's Cetera Advisor Networks LLC Experience November 2014 - July 2015
Job Administrative Assistant at Cetera Advisor Networks LLC
Industry Mining & Metals
Experience
Golden Tutoring and Enrichment September 2014 - August 2015
Cetera Advisor Networks LLC November 2014 - July 2015
EVRAZ North America July 2013 - July 2014
USS-POSCO May 2012 - July 2012
Skills
Continuous Improvement, Six Sigma, Process Improvement, Lean Manufacturing, Supply Chain Management, Operations Management, Steel, Manufacturing, Procurement, Microsoft Excel, Microsoft Office, Microsoft Word, Engineering, SolidWorks, Matlab
Education
Colorado School of Mines 2009 — 2013
Bachelor of Science (BS), Metallurgical Engineering, Graduate
The Classical Academy 2005 — 2009
Golden Tutoring and Enrichment September 2014 - August 2015
Cetera Advisor Networks LLC November 2014 - July 2015
EVRAZ North America July 2013 - July 2014
USS-POSCO May 2012 - July 2012
Skills
Continuous Improvement, Six Sigma, Process Improvement, Lean Manufacturing, Supply Chain Management, Operations Management, Steel, Manufacturing, Procurement, Microsoft Excel, Microsoft Office, Microsoft Word, Engineering, SolidWorks, Matlab
Education
Colorado School of Mines 2009 — 2013
Bachelor of Science (BS), Metallurgical Engineering, Graduate
The Classical Academy 2005 — 2009
David Sorensen, CLU, ChFC David Sorensen, CLU, ChFC's Cetera Advisor Networks LLC Experience February 2010 - Present
Job President, CEO at Legacy Advisor Network, Ltd.
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2010 - Present
Center for Exit Planning and Succession, LLC 2009 - Present
Legacy Advisor Network, Ltd. January 1990 - Present
Skills
Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Succession Planning, Financial Advisory, Investments, Financial Services, Securities
Education
American College 1979 — 1983
ChFC CLU, Financial Services
Ball State University 1971 — 1972
M.A.
Taylor University 1969 — 1971
B.A.
Cetera Advisor Networks LLC February 2010 - Present
Center for Exit Planning and Succession, LLC 2009 - Present
Legacy Advisor Network, Ltd. January 1990 - Present
Skills
Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Succession Planning, Financial Advisory, Investments, Financial Services, Securities
Education
American College 1979 — 1983
ChFC CLU, Financial Services
Ball State University 1971 — 1972
M.A.
Taylor University 1969 — 1971
B.A.
David H Widell Jr.'s Cetera Advisor Networks LLC Experience January 2014 - Present
Job Tax Sensitive Retirement Income Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Cetera Advisor Networks LLC January 2014 - Present
Raymond James & Associates, Inc March 2011 - August 2012
Morgan Stanley Smith Barney October 2005 - February 2011
Clear Channel Radio January 2002 - September 2005
Dallas Cowboys, Denver Broncos, Jacksonville Jaguars and NFC Champion Atlanta Falcons April 1988 - February 1999
IBM May 1984 - August 1987
Skills
Investments, Wealth Management, Securities, Sales, Financial Advisory, Strategic Financial..., Insurance, Financial Analysis, Mutual Funds, Equities, Retirement Planning, Asset Managment, Portfolio Management, Budget, Due Diligence
Education
Boston College 1983 — 1987
B.S., Finance
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
B.S., Finance, Accounting
Pavlos Panagopoulos, CFP Pavlos Panagopoulos, CFP's Cetera Advisor Networks LLC Experience November 1986 - Present
Job Financial Consultant at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 1986 - Present
Cetera Advisor Networks LLC 1986 - Present
Education
Mercer University 1982 — 1986
BBA, Finance
Cetera Advisor Networks LLC November 1986 - Present
Cetera Advisor Networks LLC 1986 - Present
Education
Mercer University 1982 — 1986
BBA, Finance
Jude McDaniel's Cetera Advisor Networks LLC Experience January 2003 - Present
Job Financial Planner
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2003 - Present
McDaniel Knutson Financial Partners October 1979 - Present
Benchmark Financial 2003 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Investment Advisory, Estate Planning, Financial Planners, Life Insurance, Wealth, Financial Advisory, Retirement, Insurance, Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies
Education
American College 1981 — 1993
CLU, Chartered Life Underwriter
American College 1984 — 1986
ChFC, CHartered Financial COnsultant
Oral Roberts University 1972 — 1974
BA, New Testeament Lit and Graphics Design
Cetera Advisor Networks LLC January 2003 - Present
McDaniel Knutson Financial Partners October 1979 - Present
Benchmark Financial 2003 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Investment Advisory, Estate Planning, Financial Planners, Life Insurance, Wealth, Financial Advisory, Retirement, Insurance, Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies
Education
American College 1981 — 1993
CLU, Chartered Life Underwriter
American College 1984 — 1986
ChFC, CHartered Financial COnsultant
Oral Roberts University 1972 — 1974
BA, New Testeament Lit and Graphics Design
Paul Masalski Paul Masalski's Cetera Advisor Networks LLC Experience August 2003 - Present
Job Investment Advisor Representative, Vicus Capital, Inc., a Federally Registered Investment Advisor (610) 9333710
Industry Financial Services
Experience
Vicus Capital, Inc., a Federally Registered Investment Advisor January 2007 - Present
Cetera Advisor Networks, LLC August 2003 - Present
Education
Penn State University 1972 — 1978
Bachelor of Science, Insurance and Real estate
Vicus Capital, Inc., a Federally Registered Investment Advisor January 2007 - Present
Cetera Advisor Networks, LLC August 2003 - Present
Education
Penn State University 1972 — 1978
Bachelor of Science, Insurance and Real estate
Kawamoto, Derrick's Cetera Advisor Networks LLC Experience 1991 - Present
Job Financial Consultant at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC 1991 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Series 7, 401k, Series 63, Wealth Management, Financial Goals, Wealth, Strategic Financial..., Pensions, Securities
Education
California State University-Long Beach - College of Business Administration 1975 — 1976
MBA, Business
University of Southern California 1972 — 1975
BS 1975, Business Administration and Management, General
Cetera Advisor Networks LLC 1991 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Series 7, 401k, Series 63, Wealth Management, Financial Goals, Wealth, Strategic Financial..., Pensions, Securities
Education
California State University-Long Beach - College of Business Administration 1975 — 1976
MBA, Business
University of Southern California 1972 — 1975
BS 1975, Business Administration and Management, General
Bill Mawby's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Registered Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Joseph M. Van Name, CFP®'s Cetera Advisor Networks LLC Experience 2012 - 2014
Job President, Advisors Financial, Inc.
Industry Financial Services
Experience
Advisors Financial, Inc November 2001 - Present
Cetera Advisor Networks LLC 2012 - 2014
Kappa Alpha Order 1987 - 2014
FPA NCA 2010 - 2010
SGI 1999 - 2001
Education
Washington College 1986 — 1990
BA, History/Business Mgmnt.
Georgetown University
Financial Planning
Advisors Financial, Inc November 2001 - Present
Cetera Advisor Networks LLC 2012 - 2014
Kappa Alpha Order 1987 - 2014
FPA NCA 2010 - 2010
SGI 1999 - 2001
Education
Washington College 1986 — 1990
BA, History/Business Mgmnt.
Georgetown University
Financial Planning
Cynthia Hinds's Cetera Advisor Networks LLC Experience 1989 - Present
Job President, Hinds Financial Group,Inc
Industry Financial Services
Experience
Hinds Financial Group,Inc October 1980 - Present
Cetera Advisor Networks LLC 1989 - Present
Aetna Life and Casualty 1980 - 1983
Aetna Life and Casualty 1977 - 1980
Aetna Life and Casualty 1975 - 1977
Skills
Retirement Planning, Estate Planning, Personal Financial..., Investment Management, Charitable Gift Planning, Asset Managment, CLU, ChFC, Insurance, Assest Management
Education
Carleton College 1965 — 1969
Bachelor's degree
University of North Carolina at Chapel Hill 1969 — 1971
Master's degree, Classical Languages
The American College
Master's of Science, Financial Services
Hinds Financial Group,Inc October 1980 - Present
Cetera Advisor Networks LLC 1989 - Present
Aetna Life and Casualty 1980 - 1983
Aetna Life and Casualty 1977 - 1980
Aetna Life and Casualty 1975 - 1977
Skills
Retirement Planning, Estate Planning, Personal Financial..., Investment Management, Charitable Gift Planning, Asset Managment, CLU, ChFC, Insurance, Assest Management
Education
Carleton College 1965 — 1969
Bachelor's degree
University of North Carolina at Chapel Hill 1969 — 1971
Master's degree, Classical Languages
The American College
Master's of Science, Financial Services
Jim Nomura's Cetera Advisor Networks LLC Experience December 2007 - Present
Job Investment Management Professional at Cetera Advisors Network LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC December 2007 - Present
A.G. Edwards & Sons, Inc. March 2002 - December 2005
Portfolio Advisory Services, Inc. April 1992 - October 2001
Skills
Series 7, Series 63, Retirement Planning, Asset Management, Portfolio Management, 401k, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Series 65, Fixed Annuities, Alternative Investments, Financial Planners, Insurance, Investments, Mutual Funds, Equities, Securities, Financial Planning, Annuities, Estate Planning, Bonds, Financial Advisory, Long Term Care
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S., Business Management
Cetera Advisor Networks LLC December 2007 - Present
A.G. Edwards & Sons, Inc. March 2002 - December 2005
Portfolio Advisory Services, Inc. April 1992 - October 2001
Skills
Series 7, Series 63, Retirement Planning, Asset Management, Portfolio Management, 401k, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Series 65, Fixed Annuities, Alternative Investments, Financial Planners, Insurance, Investments, Mutual Funds, Equities, Securities, Financial Planning, Annuities, Estate Planning, Bonds, Financial Advisory, Long Term Care
Education
Pepperdine University, The George L. Graziadio School of Business and Management
B.S., Business Management
James Cave's Cetera Advisor Networks LLC Experience February 2014 - Present
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Cetera Advisor Networks LLC February 2014 - Present
Edward Jones 2010 - January 2014
Allstate Financial Services July 2009 - October 2010
UBS Global Asset Management August 2008 - April 2010
Smith Barney January 2004 - August 2008
Hewlett-Packard June 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7
Education
Consumnes River College 1999 — 2000
AA, Fire Science
MTI 1996 — 1997
MCSE, IT
California State University-Sacramento 1990 — 1995
BS, Criminal Justice
California State University-Sacramento 1990 — 1995
AA, Business
Amanda Bertram's Cetera Advisor Networks LLC Experience November 2008 - Present
Job Compliance Director at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 2008 - Present
Financial Network Investment Corporation December 1999 - November 2008
Jewel Food Stores March 1997 - December 1999
Skills
Securities, Investments, FINRA, Finance, Financial Advisory, Series 24, Series 7, Series 63, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance, General
Highland Community College 1991 — 1993
Associates, Business
Cetera Advisor Networks LLC November 2008 - Present
Financial Network Investment Corporation December 1999 - November 2008
Jewel Food Stores March 1997 - December 1999
Skills
Securities, Investments, FINRA, Finance, Financial Advisory, Series 24, Series 7, Series 63, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance, General
Highland Community College 1991 — 1993
Associates, Business
Timothy Johnson, CFP®'s Cetera Advisor Networks LLC Experience March 2003 - Present
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
Bruce Kajiwara's Cetera Advisor Networks LLC Experience January 2003 - Present
Job Financial Advisor with Kajiwara Wealth Advisors
Industry Investment Management
Experience
Kajiwara Wealth Advisors January 2003 - Present
Cetera Advisor Networks LLC January 2003 - Present
Genovese, Forman & Burford February 1995 - December 2002
Garrick, Smith, Johnson, Nix February 1986 - January 1995
Equitec Financial Planning July 1983 - January 1986
PwC August 1979 - June 1983
Skills
Strategic Financial...
Education
College for Financial Planning 1985 — 1986
California State University-Fresno 1976 — 1979
Bachelor's degree, Accounting
Personal Financial Specialist
Certified Financial Planner
Certfied Public Accountant
Kajiwara Wealth Advisors January 2003 - Present
Cetera Advisor Networks LLC January 2003 - Present
Genovese, Forman & Burford February 1995 - December 2002
Garrick, Smith, Johnson, Nix February 1986 - January 1995
Equitec Financial Planning July 1983 - January 1986
PwC August 1979 - June 1983
Skills
Strategic Financial...
Education
College for Financial Planning 1985 — 1986
California State University-Fresno 1976 — 1979
Bachelor's degree, Accounting
Personal Financial Specialist
Certified Financial Planner
Certfied Public Accountant
Eric Artiles's Cetera Advisor Networks LLC Experience April 2008 - Present
Job Senior Specialist, Resource Center at Cetera Financial Group
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2008 - Present
Skills
Financial Services, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Leadership, Microsoft Office, Financial Advisory, FINRA, Customer Service, Asset Management
Education
El Camino College
Norwalk Community College
Phoenix College
Cetera Advisor Networks LLC April 2008 - Present
Skills
Financial Services, Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Leadership, Microsoft Office, Financial Advisory, FINRA, Customer Service, Asset Management
Education
El Camino College
Norwalk Community College
Phoenix College
Jeff Fratz's Cetera Advisor Networks LLC Experience May 2003 - Present
Job Regional Compliance Supervisor at BAR Financial, LLC and Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
T.H.E. Financial Group October 2001 - May 2003
The First National Bank of Greencastle November 1995 - October 2001
Copeland May 1993 - November 1995
Holzshu-Welch Agency October 1987 - May 1993
Prudential Insurance April 1984 - October 1987
Garrett County Government September 1977 - April 1984
Skills
Securities, Financial Advisory, FINRA, Series 7, Retirement Planning, Wealth Management, Retirement, Series 24, Investments, Auditing, Series 63, Insurance, Mutual Funds, Investment Advisory, Uniform Combined State..., Financial Services
Education
Garrett College 1974 — 1975
Business
Frostburg State University
Emergency Medicine
Maryland Fire & Rescue Institute
Paramedics
The American College
Financial Planning
BAR Financial, LLC May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
T.H.E. Financial Group October 2001 - May 2003
The First National Bank of Greencastle November 1995 - October 2001
Copeland May 1993 - November 1995
Holzshu-Welch Agency October 1987 - May 1993
Prudential Insurance April 1984 - October 1987
Garrett County Government September 1977 - April 1984
Skills
Securities, Financial Advisory, FINRA, Series 7, Retirement Planning, Wealth Management, Retirement, Series 24, Investments, Auditing, Series 63, Insurance, Mutual Funds, Investment Advisory, Uniform Combined State..., Financial Services
Education
Garrett College 1974 — 1975
Business
Frostburg State University
Emergency Medicine
Maryland Fire & Rescue Institute
Paramedics
The American College
Financial Planning
Seth A. Weil's Cetera Advisor Networks LLC Experience January 2014 - Present
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2014 - Present
Waddell & Reed May 2013 - October 2013
Capital Insurance Brokerage, Inc. June 2012 - September 2013
Smoqued California BBQ California, LLC June 2012 - May 2013
Capital Insurance Brokerage, Inc. June 2012 - March 2013
Centaurus Financial, Inc January 2005 - June 2012
Centaurus Financial, Inc. January 2001 - January 2005
Borg-Warner Security Services January 2000 - January 2001
United States Marine Corps January 1996 - January 2000
Skills
Insurance, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Retirement, Management, Series 24, Financial Planning, Finance, Series 4, Series 66, Branch Development
Education
California State University 2003 — 2005
Bachelor of Arts, English Language and Literature/Letters
California State University-Fullerton 2003 — 2005
Bachelor's degree, English Language and Literature, General
Cetera Advisor Networks LLC January 2014 - Present
Waddell & Reed May 2013 - October 2013
Capital Insurance Brokerage, Inc. June 2012 - September 2013
Smoqued California BBQ California, LLC June 2012 - May 2013
Capital Insurance Brokerage, Inc. June 2012 - March 2013
Centaurus Financial, Inc January 2005 - June 2012
Centaurus Financial, Inc. January 2001 - January 2005
Borg-Warner Security Services January 2000 - January 2001
United States Marine Corps January 1996 - January 2000
Skills
Insurance, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Retirement, Management, Series 24, Financial Planning, Finance, Series 4, Series 66, Branch Development
Education
California State University 2003 — 2005
Bachelor of Arts, English Language and Literature/Letters
California State University-Fullerton 2003 — 2005
Bachelor's degree, English Language and Literature, General
Jim Koczara's Cetera Advisor Networks LLC Experience July 2011 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC July 2011 - Present
CUNA Brokerage Services November 2002 - July 2011
Skills
Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Securities, IRAs, Financial Advisory, Fixed Annuities, 401k
Education
Michigan State University 1989 — 1991
Michigan State University - The Eli Broad College of Business
Cetera Advisor Networks LLC July 2011 - Present
CUNA Brokerage Services November 2002 - July 2011
Skills
Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Securities, IRAs, Financial Advisory, Fixed Annuities, 401k
Education
Michigan State University 1989 — 1991
Michigan State University - The Eli Broad College of Business
Gerstein Chera's Cetera Advisor Networks LLC Experience 2013 - Present
Job Vice President at Willis
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2013 - Present
Willis August 1986 - Present
Skills
Insurance, Strategy, Business Analysis, Customer Service, Management, Risk Management, Underwriting, Process Improvement
Education
The American College 1982 — 1986
Professional, CLU, ChFC
University of Connecticut 1978 — 1980
Masters Degree, Social Work
Stony Brook University 1974 — 1978
Bachelors Degree, Social Work
Cetera Advisor Networks LLC 2013 - Present
Willis August 1986 - Present
Skills
Insurance, Strategy, Business Analysis, Customer Service, Management, Risk Management, Underwriting, Process Improvement
Education
The American College 1982 — 1986
Professional, CLU, ChFC
University of Connecticut 1978 — 1980
Masters Degree, Social Work
Stony Brook University 1974 — 1978
Bachelors Degree, Social Work
Suzanne E. Baxter, CFP(R)'s Cetera Advisor Networks LLC Experience March 2001 - Present
Job Owner of Pinnacle Wealth Management, LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC March 2001 - Present
Federal Reserve Bank, Oklahoma City, OK 1986 - 1991
Skills
Investments, Retirement Planning, Portfolio Management, Investment Advisory, Wealth Management, Insurance, Tax Planning, Retirement Income..., Estate Planning, Series 7
Education
College for Financial Planning 1993 — 1996
Graduate, Financial Planning
Graduate School of Banking 1988 — 1990
Graduate, Banking
University of Oklahoma 1977 — 1979
BBA, Marketing
Cetera Advisor Networks LLC March 2001 - Present
Federal Reserve Bank, Oklahoma City, OK 1986 - 1991
Skills
Investments, Retirement Planning, Portfolio Management, Investment Advisory, Wealth Management, Insurance, Tax Planning, Retirement Income..., Estate Planning, Series 7
Education
College for Financial Planning 1993 — 1996
Graduate, Financial Planning
Graduate School of Banking 1988 — 1990
Graduate, Banking
University of Oklahoma 1977 — 1979
BBA, Marketing
Ron Boyce, CFP's Cetera Advisor Networks LLC Experience January 1983 - Present
Job President & CEO Boyce Financial Group
Industry Financial Services
Experience
Boyce Financial Group January 1980 - Present
Cetera Advisor Networks LLC January 1983 - Present
Education
University of Oregon 1975 — 1978
Economics
Southern Oregon University 1966 — 1968
BS, Biology
Montana State University-Bozeman 1964 — 1965
Biology
Boyce Financial Group January 1980 - Present
Cetera Advisor Networks LLC January 1983 - Present
Education
University of Oregon 1975 — 1978
Economics
Southern Oregon University 1966 — 1968
BS, Biology
Montana State University-Bozeman 1964 — 1965
Biology
Al Biggio's Cetera Advisor Networks LLC Experience November 2013 - Present
Job Investment Advisor Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 2013 - Present
Bala Financial Group, Inc. July 2000 - October 2013
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2000
Bachelor's degree, Finance, General
Cetera Advisor Networks LLC November 2013 - Present
Bala Financial Group, Inc. July 2000 - October 2013
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2000
Bachelor's degree, Finance, General
Colin Fitzpatrick Smith's Cetera Advisor Networks LLC Experience September 2013 - Present
Job President, The Retirement Company, LLC
Industry Financial Services
Experience
The Retirement Company, LLC April 1990 - Present
Cetera Advisor Networks LLC September 2013 - Present
Skills
Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Defined Benefit, Financial Advisory, Series 63, Pensions, Fixed Annuities, Insurance, IRAs, Defined Contribution, Investment Strategies, Finance, Profit Sharing, Investment Advisory, Financial Planners, Asset Allocation, Financial Analysis, Small Business, Series 7
Education
Case Western Reserve University 1970 — 1973
BA, Business Administration
The Retirement Company, LLC April 1990 - Present
Cetera Advisor Networks LLC September 2013 - Present
Skills
Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Defined Benefit, Financial Advisory, Series 63, Pensions, Fixed Annuities, Insurance, IRAs, Defined Contribution, Investment Strategies, Finance, Profit Sharing, Investment Advisory, Financial Planners, Asset Allocation, Financial Analysis, Small Business, Series 7
Education
Case Western Reserve University 1970 — 1973
BA, Business Administration
Dora Loaiza's Cetera Advisor Networks LLC Experience April 2008 - Present
Job Designated Supervisor, Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2008 - Present
Financial Network, A Cetera Company April 2008 - Present
Nationwide Financial 1986 - 2008
Skills
Series 7, Series 66, Series 24, Series 4, Series 53
Education
California State University-Northridge 1977 — 1982
BS, Marketing
Cetera Advisor Networks LLC April 2008 - Present
Financial Network, A Cetera Company April 2008 - Present
Nationwide Financial 1986 - 2008
Skills
Series 7, Series 66, Series 24, Series 4, Series 53
Education
California State University-Northridge 1977 — 1982
BS, Marketing
Casey Cason's Cetera Advisor Networks LLC Experience April 2008 - October 2013
Job Wealth Manager at Cue Financial/Foothill Securities, Inc
Industry Financial Services
Experience
Foothill Securities, Inc/Cue Financial October 2013 - Present
Cetera Advisor Networks LLC April 2008 - October 2013
Financial Network March 2008 - May 2011
Financial Network Investment Corporation, Member SIPC March 2007 - May 2011
Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Investments, Fixed Annuities, Financial Planners, Portfolio Management, Mutual Funds, Asset Allocation, Life Insurance, Strategic Planning, Asset Management, Strategic Financial..., Series 63, Uniform Combined State..., Investment Strategies, Alternative Investments, Estate Planning, 401k, Retirement, IRAs, Investment Advisory, Financial Advisory, Finance, Equities, Fixed Income, Small Business, Financial Services, Securities, Series 24, FINRA, Public Speaking, Leadership, Risk Management
Education
The University of New Mexico 2009 — 2011
Masters, MBA
Grand Canyon University 2005 — 2008
Bachelors of Business Management, Business
DeVry Institute of Technology 1990 — 1992
Associates of Apllied Science in Electronics, Electronics
Foothill Securities, Inc/Cue Financial October 2013 - Present
Cetera Advisor Networks LLC April 2008 - October 2013
Financial Network March 2008 - May 2011
Financial Network Investment Corporation, Member SIPC March 2007 - May 2011
Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Investments, Fixed Annuities, Financial Planners, Portfolio Management, Mutual Funds, Asset Allocation, Life Insurance, Strategic Planning, Asset Management, Strategic Financial..., Series 63, Uniform Combined State..., Investment Strategies, Alternative Investments, Estate Planning, 401k, Retirement, IRAs, Investment Advisory, Financial Advisory, Finance, Equities, Fixed Income, Small Business, Financial Services, Securities, Series 24, FINRA, Public Speaking, Leadership, Risk Management
Education
The University of New Mexico 2009 — 2011
Masters, MBA
Grand Canyon University 2005 — 2008
Bachelors of Business Management, Business
DeVry Institute of Technology 1990 — 1992
Associates of Apllied Science in Electronics, Electronics
Eugene Jordan, CLU®, ChFC®, CFP®'s Cetera Advisor Networks LLC Experience September 2013 - Present
Job Branch Manager at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
E.P. Jordan & Associates, Inc January 1990 - Present
Tower Square Securities, Inc. January 1996 - August 2013
Travelers Life & Annuity 1990 - 2005
Skills
Securities, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Series 24, Series 53
Education
The American College 1986 — 1987
CLU, ChFC, Insurance & Financial Services
State University of New York at Buffalo - School of Management 1976 — 1978
BS, Management
SUNY College of Environmental Science & Forestry 1972 — 1974
A.A.S., Forestry Management & Surveying
Cetera Advisor Networks LLC September 2013 - Present
E.P. Jordan & Associates, Inc January 1990 - Present
Tower Square Securities, Inc. January 1996 - August 2013
Travelers Life & Annuity 1990 - 2005
Skills
Securities, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Series 24, Series 53
Education
The American College 1986 — 1987
CLU, ChFC, Insurance & Financial Services
State University of New York at Buffalo - School of Management 1976 — 1978
BS, Management
SUNY College of Environmental Science & Forestry 1972 — 1974
A.A.S., Forestry Management & Surveying
Jeffrey McCready's Cetera Advisor Networks LLC Experience 1998 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC 1998 - Present
Skills
Investments, Retirement Planning, Retirement, Finance, Banking, Asset Management, Investment Management, Wealth Management, Securities, Risk Management, Estate Planning, Insurance, Sales, Strategic Financial..., Financial Analysis, Investment Strategies, Series 63, Wealth Accumulation, Series 7, Valuation, IRAs, Financial Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Advisory, Series 65, Portfolio Management, Financial Services, Disability Insurance
Education
California State University-Chico
Bachelor of Applied Science (BASc), Finance, General
Cetera Advisor Networks LLC 1998 - Present
Skills
Investments, Retirement Planning, Retirement, Finance, Banking, Asset Management, Investment Management, Wealth Management, Securities, Risk Management, Estate Planning, Insurance, Sales, Strategic Financial..., Financial Analysis, Investment Strategies, Series 63, Wealth Accumulation, Series 7, Valuation, IRAs, Financial Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Advisory, Series 65, Portfolio Management, Financial Services, Disability Insurance
Education
California State University-Chico
Bachelor of Applied Science (BASc), Finance, General
Eric O'Neill's Cetera Advisor Networks LLC Experience September 1997 - Present
Job Certified Financial Planner at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 1997 - Present
Lever Brothers September 1991 - February 1995
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, IRAs, Fixed Annuities, College Savings Plans, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Portfolio Management
Education
Loras College 1987 — 1991
B.A., Marketing
Davenport Assumption High School 1983 — 1987
Cetera Advisor Networks LLC September 1997 - Present
Lever Brothers September 1991 - February 1995
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, IRAs, Fixed Annuities, College Savings Plans, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Portfolio Management
Education
Loras College 1987 — 1991
B.A., Marketing
Davenport Assumption High School 1983 — 1987
Judith L. Snyder, CFP®'s Cetera Advisor Networks LLC Experience 1990 - Present
Job Senior Partner at FSA Advisors, LLP
Industry Financial Services
Experience
FSA Advisors, LLP 1990 - Present
Cetera Advisor Networks LLC 1990 - Present
Skills
Retirement Planning, Financial Advisory, Investments, Estate Planning, Wealth Management, Finance, Securities, Retirement, Strategic Planning, Investment Advisory, 401k, Mutual Funds, Legacy and Heritage...
Education
Ball State University
BS, Communications
Butler University
MS, Psychology and Counseling
FSA Advisors, LLP 1990 - Present
Cetera Advisor Networks LLC 1990 - Present
Skills
Retirement Planning, Financial Advisory, Investments, Estate Planning, Wealth Management, Finance, Securities, Retirement, Strategic Planning, Investment Advisory, 401k, Mutual Funds, Legacy and Heritage...
Education
Ball State University
BS, Communications
Butler University
MS, Psychology and Counseling
Kyle Spitzer's Cetera Advisor Networks LLC Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC 2011 - Present
Pacific Capital Resource Group November 2010 - February 2011
Education
Pacific Lutheran University 2006 — 2010
Finance and Economics
Pacific Lutheran University - School of Business 2006 — 2010
Finance and Economics
Cetera Advisor Networks LLC 2011 - Present
Pacific Capital Resource Group November 2010 - February 2011
Education
Pacific Lutheran University 2006 — 2010
Finance and Economics
Pacific Lutheran University - School of Business 2006 — 2010
Finance and Economics
Matt Schmit's Cetera Advisor Networks LLC Experience September 2009 - Present
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
SCHMIT EMPLOYEE BENEFITS September 2009 - Present
Cetera Advisor Networks LLC September 2009 - Present
Wells Fargo Advisors May 2004 - October 2009
Skills
Financial Analysis, Wealth Management, Banking, Insurance, Retirement Planning, Credit, Risk Management, Leadership, Cash Management, Strategic Planning
Education
Marian College of Fond du Lac 2000 — 2004
Bachelor of Business Administration (B.B.A.), ECONOMICS & FINANCE
SCHMIT EMPLOYEE BENEFITS September 2009 - Present
Cetera Advisor Networks LLC September 2009 - Present
Wells Fargo Advisors May 2004 - October 2009
Skills
Financial Analysis, Wealth Management, Banking, Insurance, Retirement Planning, Credit, Risk Management, Leadership, Cash Management, Strategic Planning
Education
Marian College of Fond du Lac 2000 — 2004
Bachelor of Business Administration (B.B.A.), ECONOMICS & FINANCE
Tonia Barron's Cetera Advisor Networks LLC Experience February 2014 - Present
Job Sr. Administrative Assistant at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC February 2014 - Present
Cetera Financial Group July 2013 - Present
Contessa Premium Foods February 2006 - April 2012
Image Solutions 2012 - 2012
2006, Career Solutions October 2005 - January 2006
2005, First Consulting Group April 2003 - January 2005
Pacific Electricord June 1999 - May 2002
Bestec Electronics 1994 - 1997
Skills
Adobe Acrobat, Problem Solving, Inventory Management, Microsoft Excel, Administrative..., Customer Service..., Customer Support, Customer-focused Service, Grocery, Retail, Food, Sales Management, Food Service, Leadership, Budgets, Purchasing, Customer Service, Forecasting, Pricing, Sales Operations, Human Resources, Time Management, Employee Relations, Outlook, Administrative...
Education
California State University-Dominguez Hills
San Pedro High School
Cetera Advisor Networks LLC February 2014 - Present
Cetera Financial Group July 2013 - Present
Contessa Premium Foods February 2006 - April 2012
Image Solutions 2012 - 2012
2006, Career Solutions October 2005 - January 2006
2005, First Consulting Group April 2003 - January 2005
Pacific Electricord June 1999 - May 2002
Bestec Electronics 1994 - 1997
Skills
Adobe Acrobat, Problem Solving, Inventory Management, Microsoft Excel, Administrative..., Customer Service..., Customer Support, Customer-focused Service, Grocery, Retail, Food, Sales Management, Food Service, Leadership, Budgets, Purchasing, Customer Service, Forecasting, Pricing, Sales Operations, Human Resources, Time Management, Employee Relations, Outlook, Administrative...
Education
California State University-Dominguez Hills
San Pedro High School
F. G. Rusty Hammond's Cetera Advisor Networks LLC Experience April 1998 - Present
Job Retirement Resource at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 1998 - Present
Hammond Financial Services, Inc. April 1994 - Present
Skills
Estate Planning, Wealth Management, Investments, 401k, Financial Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Investment services...
Education
Califonia State University, San Jose 1964 — 1968
B.A., Medical Technology
High School - Basic High, Henderson, NV 1960 — 1964
Central Michigan University
M.A.
Cetera Advisor Networks LLC April 1998 - Present
Hammond Financial Services, Inc. April 1994 - Present
Skills
Estate Planning, Wealth Management, Investments, 401k, Financial Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Investment services...
Education
Califonia State University, San Jose 1964 — 1968
B.A., Medical Technology
High School - Basic High, Henderson, NV 1960 — 1964
Central Michigan University
M.A.
Michael J. Larkin, CFP®'s Cetera Advisor Networks LLC Experience May 2001 - Present
Job Registered Representative at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Investment Management
Experience
Cetera Advisor Networks LLC May 2001 - Present
Larkin Tax Services 2001 - Present
Skills
Investments, Securities, Wealth Management, Mutual Funds, Retirement, Sales, Asset Allocation, Retirement Planning
Education
Arizona State University 1993 — 1995
Bachelor of Arts (B.A.), History
Baker University 1992 — 1993
Mesa Community College 1990 — 1992
Associate of Arts (A.A.)
Cetera Advisor Networks LLC May 2001 - Present
Larkin Tax Services 2001 - Present
Skills
Investments, Securities, Wealth Management, Mutual Funds, Retirement, Sales, Asset Allocation, Retirement Planning
Education
Arizona State University 1993 — 1995
Bachelor of Arts (B.A.), History
Baker University 1992 — 1993
Mesa Community College 1990 — 1992
Associate of Arts (A.A.)
Phillip Bracey's Cetera Advisor Networks LLC Experience January 1986 - Present
Job Certified Financial Planner, Enrolled Agent
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 1986 - Present
AT&T 1983 - 1991
Creative Artists Agency 1980 - 1983
MGM 1977 - 1979
Education
College for Financial Planning 1989 — 1994
Financial Planning and Services
University of Southern California 1977 — 1980
BA, Film & TV
Los Amigos High School 1972 — 1975
High School Diploma
Cetera Advisor Networks LLC January 1986 - Present
AT&T 1983 - 1991
Creative Artists Agency 1980 - 1983
MGM 1977 - 1979
Education
College for Financial Planning 1989 — 1994
Financial Planning and Services
University of Southern California 1977 — 1980
BA, Film & TV
Los Amigos High School 1972 — 1975
High School Diploma
Jane Neyer's Cetera Advisor Networks LLC Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
CentreInvest Group June 1998 - February 1999
Ryan, Beck & Co. August 1995 - May 1998
Daymor Ltd. July 1992 - July 1993
State Consulting and Engineering Company August 1989 - March 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Investments, Equity Research, Financial Modeling, Financial Analysis, Financial Markets, Credit Analysis
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Finance
Kharkiv State Technical University of Construction and Architecture 1984 — 1989
MS, Water Supply, Water and Waste Treatment
Cetera Advisor Networks LLC September 2013 - Present
CentreInvest Group June 1998 - February 1999
Ryan, Beck & Co. August 1995 - May 1998
Daymor Ltd. July 1992 - July 1993
State Consulting and Engineering Company August 1989 - March 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Investments, Equity Research, Financial Modeling, Financial Analysis, Financial Markets, Credit Analysis
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Finance
Kharkiv State Technical University of Construction and Architecture 1984 — 1989
MS, Water Supply, Water and Waste Treatment
Adam Tarantino's Cetera Advisor Networks LLC Experience March 2007 - Present
Job OSJ Manager at BAR Financial, LLC
Industry Financial Services
Experience
BAR Financial, LLC May 2011 - Present
Cetera Advisor Networks, LLC March 2007 - Present
Education
Messiah College 2001 — 2005
BA, History
BAR Financial, LLC May 2011 - Present
Cetera Advisor Networks, LLC March 2007 - Present
Education
Messiah College 2001 — 2005
BA, History
Brendan Grimes's Cetera Advisor Networks LLC Experience April 2013 - Present
Job Resource Center Associate at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Jean Beranek's Cetera Advisor Networks LLC Experience June 2012 - Present
Job Financial Professional at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2012 - Present
MML Investors Services, LLC November 2009 - June 2012
BC Ziegler May 2003 - November 2009
RBC Wealth Management September 1997 - May 2003
Skills
Investments, Insurance, Charitable Remainder..., Retirement Plans and..., College Savings Plans, Fixed Annuities, Variable Annuities
Education
Rockford College 1971 — 1973
Bachelor of Arts (B.A.), English Literature
Elmhurst College 1965 — 1967
English Language and Literature, General
Cetera Advisor Networks LLC June 2012 - Present
MML Investors Services, LLC November 2009 - June 2012
BC Ziegler May 2003 - November 2009
RBC Wealth Management September 1997 - May 2003
Skills
Investments, Insurance, Charitable Remainder..., Retirement Plans and..., College Savings Plans, Fixed Annuities, Variable Annuities
Education
Rockford College 1971 — 1973
Bachelor of Arts (B.A.), English Literature
Elmhurst College 1965 — 1967
English Language and Literature, General
Mary Kaye Willden's Cetera Advisor Networks LLC Experience April 2005 - Present
Job Administrative Assistant at Financial Network
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2005 - Present
Skills
Insurance, Spreadsheets, Office Management, Outlook, Investments, Customer Service, Finance, Financial Planning, Retirement Planning, Access, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Brigham Young University - Idaho
Granger High School
Cetera Advisor Networks LLC April 2005 - Present
Skills
Insurance, Spreadsheets, Office Management, Outlook, Investments, Customer Service, Finance, Financial Planning, Retirement Planning, Access, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Brigham Young University - Idaho
Granger High School
Eli Hruska's Cetera Advisor Networks LLC Experience January 2013 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2013 - Present
Financial Network Investment Corp February 1985 - December 2012
Apex Financial Planner Corporation June 1982 - April 1985
Research Securities Inc. December 1980 - April 1984
Farmer's Insurance 1981 - 1982
Apex Financial Corporation August 1977 - February 1981
Adanalian and Jackson Real Estate/ Adanalian and Jackson Appraisers 1976 - 1978
Leffler, Tift and Associates August 1976 - October 1977
Skills
Securities License, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, I have taught life..., I have taught Spanish...
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning, Passed all exams
University of California, Berkeley 1968 — 1970
Master's degree, Italian, Degree conferred on 3/16/1968
Reed College
Deutsche Sommerschule am Pazifik, German Language and Literature
Cetera Advisor Networks LLC January 2013 - Present
Financial Network Investment Corp February 1985 - December 2012
Apex Financial Planner Corporation June 1982 - April 1985
Research Securities Inc. December 1980 - April 1984
Farmer's Insurance 1981 - 1982
Apex Financial Corporation August 1977 - February 1981
Adanalian and Jackson Real Estate/ Adanalian and Jackson Appraisers 1976 - 1978
Leffler, Tift and Associates August 1976 - October 1977
Skills
Securities License, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, I have taught life..., I have taught Spanish...
Education
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning, Passed all exams
University of California, Berkeley 1968 — 1970
Master's degree, Italian, Degree conferred on 3/16/1968
Reed College
Deutsche Sommerschule am Pazifik, German Language and Literature
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY