Financial Concepts
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Financial Concepts Employees
Employee
Years
Job
Industry
Michael Cerroni Michael Cerroni's Financial Concepts Experience June 2013 - Present
Job Specialist at Financial Concepts of America
Industry Financial Services
Experience
Financial Concepts June 2013 - Present
New York Life Insurance Company November 2012 - November 2013
Starkart Marketing November 2010 - November 2012
Craftmatic June 2002 - November 2010
Skills
Life Coaching, Client, Management, Leadership, New Business Development, Insurance, Account Management, Small Business, Negotiation, Business Strategy, Business Development, Strategy, Sales Process, Strategic Planning, Recruiting, Customer Retention, Salesforce.com, Strategic Partnerships, Online Marketing, Program Management, Selling, Investments, Direct Marketing, Marketing, Sales, Public Speaking, Sales Management, Training, Financial Services, Advertising, Business Planning, Lead Generation, Retirement Planning, Fixed Annuities, Cold Calling, Team Building, Marketing Strategy, Coaching, Life Insurance, CRM, B2B, Executive Management, Sales Presentations, Team Leadership, Social Networking, Social Media Marketing, Leadership Development, Email Marketing, Consulting, Finance
Education
California State University-Chico 1979 — 1982
B.S. Business Administration, Marketing
Certified Executive Corporate Trainer 2012 — 2013
Bachelor of Commerce (BCom), Business Administration and Management, General
Executive Career Hub 2012 — 2012
Executive Training, Coaching
Fowler Wainright Int. 2012 — 2012
Certified Coach, Life Coach
Financial Concepts June 2013 - Present
New York Life Insurance Company November 2012 - November 2013
Starkart Marketing November 2010 - November 2012
Craftmatic June 2002 - November 2010
Skills
Life Coaching, Client, Management, Leadership, New Business Development, Insurance, Account Management, Small Business, Negotiation, Business Strategy, Business Development, Strategy, Sales Process, Strategic Planning, Recruiting, Customer Retention, Salesforce.com, Strategic Partnerships, Online Marketing, Program Management, Selling, Investments, Direct Marketing, Marketing, Sales, Public Speaking, Sales Management, Training, Financial Services, Advertising, Business Planning, Lead Generation, Retirement Planning, Fixed Annuities, Cold Calling, Team Building, Marketing Strategy, Coaching, Life Insurance, CRM, B2B, Executive Management, Sales Presentations, Team Leadership, Social Networking, Social Media Marketing, Leadership Development, Email Marketing, Consulting, Finance
Education
California State University-Chico 1979 — 1982
B.S. Business Administration, Marketing
Certified Executive Corporate Trainer 2012 — 2013
Bachelor of Commerce (BCom), Business Administration and Management, General
Executive Career Hub 2012 — 2012
Executive Training, Coaching
Fowler Wainright Int. 2012 — 2012
Certified Coach, Life Coach
Bob Noll, CFA Bob Noll, CFA's Financial Concepts Experience April 2005 - June 2011
Job Senior Investment Analyst at SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group June 2011 - Present
Financial Concepts April 2005 - June 2011
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1990 — 1995
B.S., Economics
SageView Advisory Group June 2011 - Present
Financial Concepts April 2005 - June 2011
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1990 — 1995
B.S., Economics
Frank D'Ambra III's Financial Concepts Experience May 2002 - December 2004
Job Chief Operating Officer @ Poiesis Medical
Industry Medical Devices
Experience
Poiesis Medical, LLC August 2010 - Present
Village of Tequesta March 2012 - Present
CCG - Coastal Consulting Group January 2009 - August 2010
Horace Mann January 2005 - December 2008
Financial Concepts May 2002 - December 2004
Conning Corporation/Swiss Re Investors November 1999 - April 2002
GE Finanical Assurance June 1997 - September 1999
Canada Life Financial Services of America & CL Capital Management June 1994 - June 1997
Confederation Life & CL Capital Management May 1990 - June 1994
Mony Financial Services April 1985 - April 1990
Skills
Strategic Planning, Asset Management, Insurance, New Business Development, Business Strategy, Management, Leadership, Healthcare, Sales, Investments, Business Development, Executive Management, Strategy, Start-ups, Business Planning, Financial Services, Mergers & Acquisitions
Education
University of Miami School of Law 1979 — 1981
University of Miami 1975 — 1977
BA, Economics, Philosophy
Barrington High School
Poiesis Medical, LLC August 2010 - Present
Village of Tequesta March 2012 - Present
CCG - Coastal Consulting Group January 2009 - August 2010
Horace Mann January 2005 - December 2008
Financial Concepts May 2002 - December 2004
Conning Corporation/Swiss Re Investors November 1999 - April 2002
GE Finanical Assurance June 1997 - September 1999
Canada Life Financial Services of America & CL Capital Management June 1994 - June 1997
Confederation Life & CL Capital Management May 1990 - June 1994
Mony Financial Services April 1985 - April 1990
Skills
Strategic Planning, Asset Management, Insurance, New Business Development, Business Strategy, Management, Leadership, Healthcare, Sales, Investments, Business Development, Executive Management, Strategy, Start-ups, Business Planning, Financial Services, Mergers & Acquisitions
Education
University of Miami School of Law 1979 — 1981
University of Miami 1975 — 1977
BA, Economics, Philosophy
Barrington High School
Cristina Insler Cristina Insler's Financial Concepts Experience May 2001 - Present
Job Owner, Financial Concepts and Financial Services Consultant
Industry Financial Services
Experience
Professional Concepts April 2004 - Present
Financial Concepts May 2001 - Present
Education
Universidade do Rio de Janeiro
Professional Concepts April 2004 - Present
Financial Concepts May 2001 - Present
Education
Universidade do Rio de Janeiro
Dan Spiranac's Financial Concepts Experience March 1991 - November 1992
Job Principal, Rubicon Alliance, LLC
Industry Financial Services
Experience
Rubicon Alliance, LLC 2005 - Present
The Spiranac Corporation December 1992 - December 2004
Financial Concepts March 1991 - November 1992
The Colorado Agency April 1984 - February 1991
Skills
Venture Capital, Investments, Strategic Financial..., Mergers & Acquisitions, Finance, Entrepreneurship, Leadership, Real Estate, Strategic Planning, Business Development, Insurance, Fixed Annuities, Wealth Management, Portfolio Management, Small Business, Asset Managment, Business Planning, Private Equity, Retirement Planning, Retirement, Financial Services, Wealth, Management Consulting
Education
University of Pittsburgh 1975 — 1979
Finance and Marketing
Uniontown High School 1973 — 1975
Rubicon Alliance, LLC 2005 - Present
The Spiranac Corporation December 1992 - December 2004
Financial Concepts March 1991 - November 1992
The Colorado Agency April 1984 - February 1991
Skills
Venture Capital, Investments, Strategic Financial..., Mergers & Acquisitions, Finance, Entrepreneurship, Leadership, Real Estate, Strategic Planning, Business Development, Insurance, Fixed Annuities, Wealth Management, Portfolio Management, Small Business, Asset Managment, Business Planning, Private Equity, Retirement Planning, Retirement, Financial Services, Wealth, Management Consulting
Education
University of Pittsburgh 1975 — 1979
Finance and Marketing
Uniontown High School 1973 — 1975
Anthony Morley Anthony Morley's Financial Concepts Experience August 2010 - Present
Job President/Investment Manager at Delphi Value Investments
Industry Investment Management
Experience
Delphi Value Investments January 2012 - Present
Financial Concepts August 2010 - Present
RJ's Outdoor January 2002 - Present
Skills
Financial Analysis, Portfolio Management, Equities, Life Insurance, Securities, Insurance, Business Development, Finance
Education
University of Minnesota-Twin Cities 2008 — 2010
B.S., Agricultural Business
South Dakota State University 2006 — 2008
Economics
Delphi Value Investments January 2012 - Present
Financial Concepts August 2010 - Present
RJ's Outdoor January 2002 - Present
Skills
Financial Analysis, Portfolio Management, Equities, Life Insurance, Securities, Insurance, Business Development, Finance
Education
University of Minnesota-Twin Cities 2008 — 2010
B.S., Agricultural Business
South Dakota State University 2006 — 2008
Economics
Kelly Krieger Kelly Krieger's Financial Concepts Experience April 2000 - June 2003
Job Staff Accountant at OB Sports Golf Management
Industry Management Consulting
Experience
OB Sports Golf Management April 2006 - Present
Kyrene School District July 2003 - April 2006
Financial Concepts April 2000 - June 2003
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
B.S., Finance
OB Sports Golf Management April 2006 - Present
Kyrene School District July 2003 - April 2006
Financial Concepts April 2000 - June 2003
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
B.S., Finance
Bridget Newman Bridget Newman's Financial Concepts Experience February 2013 - Present
Job Server / Bartender at Mallards
Industry Hospitality
Experience
Mallards January 2015 - Present
Louis Restaurante and Bar March 2014 - Present
Self Employed - Butterfly Kisses October 2013 - Present
Financial Concepts February 2013 - Present
Insurance September 2010 - February 2013
Regions Hospital October 2008 - February 2011
Skills
Customer Service, Team Building, Public Speaking, Training, Long-term Care, Strategic Planning, Microsoft Excel, Recruiting, Sales Management, Team Leadership, Insurance, Research, Teaching, Employee Benefits, Management, Sales, Leadership, Customer Satisfaction, Small Business
Education
Century College
Nursing Practice
Osseo
Mallards January 2015 - Present
Louis Restaurante and Bar March 2014 - Present
Self Employed - Butterfly Kisses October 2013 - Present
Financial Concepts February 2013 - Present
Insurance September 2010 - February 2013
Regions Hospital October 2008 - February 2011
Skills
Customer Service, Team Building, Public Speaking, Training, Long-term Care, Strategic Planning, Microsoft Excel, Recruiting, Sales Management, Team Leadership, Insurance, Research, Teaching, Employee Benefits, Management, Sales, Leadership, Customer Satisfaction, Small Business
Education
Century College
Nursing Practice
Osseo
Al David Saab Al David Saab's Financial Concepts Experience July 2015 - Present
Job Student at Mississippi State University
Industry
Experience
Financial Concepts July 2015 - Present
Zoghby S Uniforms May 2010 - August 2011
Skills
Finance, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Microsoft Office, Research
Education
Mississippi State University 2011 — 2016
Finance/Business Administration, Senior
Financial Concepts July 2015 - Present
Zoghby S Uniforms May 2010 - August 2011
Skills
Finance, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Microsoft Office, Research
Education
Mississippi State University 2011 — 2016
Finance/Business Administration, Senior
Michelle Gershfeld's Financial Concepts Experience April 2015 - Present
Job Financial Educator and Bankruptcy Attorney at Kittay & Gershfeld, PC
Industry Law Practice
Experience
Financial Concepts April 2015 - Present
Kittay & Gershfeld, PC June 1990 - Present
Skills
Bankruptcy, Chapter 7, Litigation, Trials, Civil Litigation, Business Litigation, Courts, Commercial Litigation, Legal Writing, Mediation, Legal Research, Appeals, Arbitration, Corporate Law
Education
St. John's School of Law 1987 — 1989
Doctor of Law (JD)
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Psychology; Political Science
Financial Concepts April 2015 - Present
Kittay & Gershfeld, PC June 1990 - Present
Skills
Bankruptcy, Chapter 7, Litigation, Trials, Civil Litigation, Business Litigation, Courts, Commercial Litigation, Legal Writing, Mediation, Legal Research, Appeals, Arbitration, Corporate Law
Education
St. John's School of Law 1987 — 1989
Doctor of Law (JD)
SUNY Stony Brook 1983 — 1986
Bachelor of Arts (B.A.), Psychology; Political Science
Angela Rutherford's Financial Concepts Experience February 1989 - April 1999
Job Rutherford Resumes, Business Services & Computer Training
Industry Professional Training & Coaching
Experience
Rutherford Resumes, Business Services & Computer Training January 2000 - Present
Financial Concepts February 1989 - April 1999
Rent-A-Space August 1989 - February 1998
The Commerdial Dispatch June 1971 - May 1988
Skills
Outlook, Word, PowerPoint, Excel, Typing, Data Entry, Microsoft Office, Windows 7, Microsoft Word, Microsoft Excel, Budgets, Customer Service, Training, Event Planning, Sales, Coaching, Management, Program Management, Access, Public Speaking, Marketing, Team Leadership, Team Building, Nonprofits, QuickBooks, Social Media, Leadership Development, Leadership, Social Networking, Fundraising, Project Planning, Small Business, Strategic Planning, Public Relations, Organizational...
Education
Mississippi University for Women 1971 — 1989
B.S., Business and Paralegal Studies
Lee High 1969 — 1971
Rutherford Resumes, Business Services & Computer Training January 2000 - Present
Financial Concepts February 1989 - April 1999
Rent-A-Space August 1989 - February 1998
The Commerdial Dispatch June 1971 - May 1988
Skills
Outlook, Word, PowerPoint, Excel, Typing, Data Entry, Microsoft Office, Windows 7, Microsoft Word, Microsoft Excel, Budgets, Customer Service, Training, Event Planning, Sales, Coaching, Management, Program Management, Access, Public Speaking, Marketing, Team Leadership, Team Building, Nonprofits, QuickBooks, Social Media, Leadership Development, Leadership, Social Networking, Fundraising, Project Planning, Small Business, Strategic Planning, Public Relations, Organizational...
Education
Mississippi University for Women 1971 — 1989
B.S., Business and Paralegal Studies
Lee High 1969 — 1971
Ralph Carter's Financial Concepts Experience November 2003 - November 2004
Job Fair Lending CRA Officer at BankFirst Financial Services
Industry Banking
Experience
Columbus-Lowndes Public Library September 2010 - Present
BankFirst Financial Services March 2007 - Present
Destination ImagiNation, Inc. 2003 - July 2013
AmSouth Bank December 2004 - February 2007
Financial Concepts November 2003 - November 2004
Magnolia Bible College September 2002 - November 2003
Yocona Area Council, B.S.A. October 2001 - September 2002
Boy Scouts of America, Yocona Area Council August 1999 - October 2001
Skills
Public Speaking, Event Planning, Strategic Planning, Fundraising, Non-profits, Team Building, Budgets, Team Leadership, Event Management, Social Media, Program Management, Marketing, Public Relations, Marketing Communications, Customer Service, Coaching, Volunteer Management, Community Outreach, Microsoft Excel, Microsoft Office, Program Development, Training, Microsoft Word, PowerPoint, Leadership, Creative Problem Solving, Teaching, Facebook, Teamwork, Banking, Community Development, Consumer Lending, Data Analysis, Analysis, Project Management, Nonprofits, Organizational..., Product Development, Social Media Marketing, Entrepreneurship, Social Networking, Management, Leadership Development
Education
Freed-Hardeman University 1995 — 1999
BBA, Marketing
Columbus-Lowndes Public Library September 2010 - Present
BankFirst Financial Services March 2007 - Present
Destination ImagiNation, Inc. 2003 - July 2013
AmSouth Bank December 2004 - February 2007
Financial Concepts November 2003 - November 2004
Magnolia Bible College September 2002 - November 2003
Yocona Area Council, B.S.A. October 2001 - September 2002
Boy Scouts of America, Yocona Area Council August 1999 - October 2001
Skills
Public Speaking, Event Planning, Strategic Planning, Fundraising, Non-profits, Team Building, Budgets, Team Leadership, Event Management, Social Media, Program Management, Marketing, Public Relations, Marketing Communications, Customer Service, Coaching, Volunteer Management, Community Outreach, Microsoft Excel, Microsoft Office, Program Development, Training, Microsoft Word, PowerPoint, Leadership, Creative Problem Solving, Teaching, Facebook, Teamwork, Banking, Community Development, Consumer Lending, Data Analysis, Analysis, Project Management, Nonprofits, Organizational..., Product Development, Social Media Marketing, Entrepreneurship, Social Networking, Management, Leadership Development
Education
Freed-Hardeman University 1995 — 1999
BBA, Marketing
Dan Morr's Financial Concepts Experience Agent/ownwerConcepts Financial ServicesJanuary 1997 - Present
Job Insurance and Financial Products
Industry Insurance
Experience
Financial Concepts Agent/ownwerConcepts Financial ServicesJanuary 1997 - Present
Concepts Financial Services January 1997 - Present
Education
Florida Atlantic University
Master's Degree, Business and finance
The Hebrew University
Juris Doctor (J.D.), Business Law
Financial Concepts Agent/ownwerConcepts Financial ServicesJanuary 1997 - Present
Concepts Financial Services January 1997 - Present
Education
Florida Atlantic University
Master's Degree, Business and finance
The Hebrew University
Juris Doctor (J.D.), Business Law