CMG Capital Management Group, Inc.
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CMG Capital Management Group, Inc. Employees
Senior Financial Insurance Agency, Inc. August 2001 - Present
Matson Money, Inc. 2007 - February 2014
Senior Financial Advisors, Inc. August 2003 - February 2014
CMG Capital Management Group, Inc. March 2013 - January 2014
BTS Asset Management, Inc. January 2010 - January 2014
The Interchange Brokerage Company, Inc November 2011 - October 2013
Amway 1989 - 2000
The Bottom Line Companies January 1985 - April 1992
Nannen International Insurance Agency, Inc. June 1977 - December 1985
North American Life Assurance Company January 1983 - December 1984
Skills
Financial Coaching, Investment Expert, Retirement Income..., Retirement, Business Analysis, Merchant Services, Index Annuity Expert, Life Insurance Expert, Equity Indexed..., SOCIAL SECURITY PLANNER
Education
The American College 1983 — 1984
ChFC, Chartered Financial Consultant
The American College 1975 — 1977
CLU, Chartered Life Underwriter
Davis & Elkins College 1964 — 1968
BA, English Literature & Religion & Philosophy
Jefferson National March 2011 - Present
CMG Capital Management Group, Inc. August 2010 - March 2011
Jefferson National May 2007 - September 2010
JPMorgan Chase 2005 - 2007
Wachovia Bank 2002 - 2005
PR Newswire 2000 - 2002
Skills
Asset Management, Mutual Funds, Alternative Investments, Sales Operations, Investments, Finance, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investment Advisory
Education
University of Kentucky 1996 — 2000
B.S., Communications
Ballard
MedRisk Inc. October 2014 - Present
Shades of Avalon May 2014 - September 2014
CMG Capital Management Group, Inc. May 2012 - August 2013
Americas Pie January 2012 - November 2012
Good Fellowship Ambulance Company 2007 - 2010
Nancy Lynn Candies June 2007 - August 2009
Skills
Highly detail oriented, Communication Skills, Teamwork, Sales, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service
Education
West Chester University of Pennsylvania 2012 — 2014
Bachelor's degree, Business Management
Le Moyne College 2010 — 2011
Gratitude Marketing™ July 2015 - Present
CMG Capital Management Group, Inc. April 2012 - July 2015
Present RBI,LLC 2003 - April 2012
Oppenheimer Funds 1990 - 2003
Pilgrim Funds 1987 - 1990
Colonial Investment Services, Inc. 1986 - 1987
E.F. Hutton 1983 - 1986
Education
University of New Orleans 1978 — 1982
BS, Finance
The Haverford Trust Company July 2015 - Present
The Haverford Trust Company September 2014 - July 2015
CMG Capital Management Group, Inc. June 2012 - September 2014
CMG Capital Management Group, Inc. November 2011 - June 2012
Beasley Broadcast Group January 2011 - December 2011
Education
West Chester University of Pennsylvania 2007 — 2011
Bachelor's degree, Communication, General
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
Minor, Spanish Language
Bizfi August 2015 - Present
COS: Capitol Office Solutions February 2015 - May 2015
iBusiness Technologies December 2013 - February 2014
Caesars Entertainment Corporation June 2013 - August 2013
CMG Capital Management Group, Inc. June 2011 - August 2011
Oakley Sunglasses April 2010 - August 2010
Skills
Web d, Bartending, Lifeguarding, Cpr Certified, AED, Leadership, PowerPoint, Mac OS, Budgets, HTML 5, CSS, Social Media, Microsoft Word, iPhone, Customer Service, Sales, Event Planning
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelor's degree, Business Management
Alphaserve Technologies December 2013 - July 2014
Trigon Technology December 2013 - July 2014
CMG Capital Management Group, Inc. November 2012 - November 2013
iPipeline March 2011 - November 2012
AON CORPORATION August 2008 - March 2011
Skills
Financial Analysis, Insurance, Business Analysis, Business Development, Data Analysis, Investments, Fixed Income, Salesforce.com, Asset Managment, Asset Management, Sales, Due Diligence, Sales Process, Hedge Funds, Tactical Asset..., Management, Analysis
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance
Bishop Shanahan
Vanguard June 2014 - Present
CMG Capital Management Group, Inc. October 2012 - October 2013
CMG Capital Management Group, Inc. June 2012 - September 2012
CMG Capital Management Group, Inc. February 2010 - May 2012
Skills
Marketing, Sales, Investments, Mutual Funds, Social Media Marketing, Social Networking, Social Media, Event Planning, Portfolio Management, Time Management, Salesforce.com, Finance, Financial Analysis, Public Speaking, Bloomberg Terminal, PowerPoint, Strategic Planning, Business Development, Market Research, Marketing Strategy, Sports, Fundraising, Series 7, Series 63, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Leadership, CRM, Customer Service
Education
University of Miami 2007 — 2009
B.B.A, Entrepreneurship
Semester at Sea, University of Virginia
Study Abroad, Mediterranean Sea Voyage
The Haverford School 2005 — 2007
CMG Capital Management Group, Inc. July 2012 - Present
CMG Capital Management Group, Inc. October 2009 - September 2012
CMG Capital Management Group, Inc. June 2004 - November 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Investment Advisory, Mutual Funds, Portfolio Management, Investment Management, Investments, Trading, Fixed Income, Trading Systems, Securities, Asset Managment, Wealth Management, Fund Of Funds
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business/Spanish
CMG Capital Management Group, Inc. July 2015 - Present
CMG Capital Management Group, Inc. July 2006 - Present
Wheatley Capital Series Fund LLC 2005 - 2006
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Alternative Investments, FINRA, Securities, Finance, Financial Services
Education
Penn State University 1993 — 1997
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
CMG Capital Management Group, Inc. January 2014 - Present
Discovery Data January 2013 - January 2014
Group One Trading June 2002 - July 2010
Deutsche Bank June 2001 - August 2001
Fidelity Investments June 2000 - May 2001
Skills
Options, Volatility, Trading Strategies, Trading, Risk Management, Hedging, Derivatives, Equities, Bloomberg, Trading Systems, Currency, Electronic Trading, Financial Markets, Equity Trading, Equity Derivatives, Hedge Funds, Proprietary Trading, Series 7, Commodity, Options Strategies, ETFs, Fixed Income, Securities, FX Options, Technical Analysis, Capital Markets, Equity Research
Education
Fordham University 1998 — 2002
BA, Finance / Economics
St. Joseph's Preparatory School 1994 — 1998