Financial Network Investment Corp
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Financial Network Investment Corp Employees
California Forensic Medical Group March 2012 - Present
Acacia Park Nursing and Rehabilitation Center September 2011 - September 2013
Southeast Asian Certified Interpreters 2011 - 2013
Financial Network Investment Corp. 1993 - 1996
Pacific Mall 1989 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Phoenix 2014 — 2015
Master's Degree, Health/Health Care Administration/Management
Simmons College 1986 — 1988
Master's Degree, Business Communication
Heilongjiang University 1979 — 1983
Bachelor's Degree, English Literature
Anita J Patel July 2010 - Present
Woodbury Financial Services May 2009 - June 2010
Financial Network Investment Corp May 2007 - May 2009
Waddell & Reed May 2005 - May 2007
Santa Fe Community College 2004 - 2007
Carlin Equities Corp October 2002 - January 2004
The Hired Guns November 2000 - December 2001
Clay Finlay October 1996 - August 2000
SEI Corp July 1994 - October 1996
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Managment, Fixed Annuities, Mutual Funds, Small Business, Investment Advisory, Pensions, Securities, Equities, Asset Management, Retirement, Risk Management, Financial Planners, Investment Strategies, Finance, Personal Finance, Asset Allocation, Long-term Care, Alternative Investments, Wealth Management..., Uniform Combined State..., Investment Management, Series 7, Financial Services, Life Insurance, Bonds, Wealth, IRAs, Series 24, Wealth Accumulation, Disability Insurance, 401k, Roth IRA, Stocks, FINRA, Fixed Income, Long Term Care Insurance
Education
University of Pennsylvania 1990 — 1994
BS, Economics, Multinational Management, Japanese
International Christian University 1992 — 1993
1 Year Exchange, Japanese Studies
TJHSS&T 1986 — 1990
SuccessQuest International LLC January 2011 - Present
Securities America, Inc. August 2009 - Present
Partners Advantage Insurance Services, LLC 2007 - Present
USAdvisors Network Insurance Agency January 2006 - Present
USAdvisors Network, LLC January 1984 - Present
Financial Network Investment Corp. January 1991 - July 2009
Waddell and Reed January 1981 - December 1984
Skills
Referral Networking, Business Development..., Brokerage/Insurance..., Securities, Banking, Mergers, Retirement Planning, Financial Planning, Strategic Financial..., Consulting, Business Development
Education
College for Financial Planning 1987 — 1993
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
Swartzmiller Associates, Inc. June 2014 - Present
Construction Specifications Institute April 2014 - Present
Parksite March 2007 - May 2014
NKBA Chicago Midwest January 2012 - January 2013
NKBA Chicago Midwest January 2010 - January 2012
Rugby IPD December 2003 - March 2007
Wilsonart International 1998 - 2004
Financial Network Investment Corp September 1992 - September 1998
Skills
Outside Sales, Sales, Account Management, Building Materials, New Business Development, Retail, Trade Shows, Negotiation, Customer Service, Contract Negotiation, Forecasting, Marketing, Selling Skills, Team Building, Budgets, Pricing, Tiles, Cabinetry, Strategic Planning, Strategy, Training, Selling, Sales Process
Education
Illinois State University 1976 — 1980
Communications
Lower Columbia College April 2010 - June 2015
Northwest Underwater Construction, LLC /Marine Holdings Company, Inc April 2009 - October 2009
Robert Half Management Services, Inc. April 2008 - March 2009
PNE Corp. August 1997 - May 2007
Timberline Software Company January 1992 - August 1997
Nelson-Ball Paper Products, Inc January 1988 - July 1991
Financial Network Investment Corp. June 1986 - December 1987
Hewlett-Packard May 1981 - June 1986
Arthur Andersen & Company May 1978 - May 1981
Skills
Cost Accounting, Financial Reporting, Budgeting, Mergers, Due Diligence, Budgets, Process Improvement, Management, Strategic Planning, Accounting, Forecasting, Managerial Finance, Leadership, Analysis, Finance, Project Management, Mergers & Acquisitions
Education
Idaho State University 1974 — 1978
Bachelor of Business Administration, Accounting
First Source Contracting LLC June 2010 - Present
Chartis Insurance September 2006 - 2010
BNY Mellon Shareowner Services July 2000 - September 2006
NJDEP New Jersey Division of Watershed Management - WMA 5 May 2001 - May 2006
Financial Network Investment Corp May 1998 - January 2000
Various Companies January 1985 - January 1998
Skills
Analysis, HVAC, Six Sigma, Change Management, Program Management
Education
ESCO Institute 2010 — 2010
EPA Refrigerant Certified, Refrigerant
Six Sigma Qualtec 2005 — 2005
BB, Certified Six Sigma Black Belt
Mellon Accredited Workshops 2003 — 2004
Binghamton University 1996 — 1998
MBA, International Marketing
State University of New York at Stony Brook 1991 — 1996
BA, Social Sciences Interdisciplinary Studies; Minor, Child and Family Studies
Lincoln Technical Institute 1984 — 1985
HVAC, Heating, Air Conditioning, Ventilation and Refrigeration, A
Together AsOne January 2009 - Present
Together AsOne Foundation and LLC January 2009 - Present
Res Care Inc. Edison Job Corp October 2011 - September 2012
Friends of Central Jersey Arts Charter School June 2009 - December 2011
Three Doctors Foundation July 2007 - September 2009
The Three Doctors Foundation, Inc July 2007 - August 2009
Greater Newark Business Development Consortium July 2003 - April 2007
Mellon HR Solutions July 2002 - May 2003
College Preparatory September 2001 - June 2002
Financial Network Investment Corp August 1996 - December 1999
Skills
Entrepreneurship, Strategic Partnerships, Start-ups, Small Business, Management Consulting, Marketing Strategy, Strategic Planning, Social Media Marketing, Digital Marketing, New Business Development, Leadership Development, Public Speaking
Education
Syracuse University 1990 — 1995
Bachelor of Arts (B.A.), Economics
Pine Springs Ranch Christian Youth Camp June 2015 - August 2015
Pine Springs Ranch Christian Youth Camp June 2014 - August 2014
Pine Springs Ranch Christian Youth Camp June 2013 - August 2013
Financial Network Investment Corp. November 2009 - August 2012
Jeremy Eckert, Electrician June 2010 - December 2010
R.E.I.N.S Therapeutic Horsemanship Program 2008 - 2009
Skills
Organizational..., Close Attention to..., CPR Certified, Microsoft Office, PowerPoint, Microsoft Word, Research, Microsoft Excel, Outlook, English, Windows, Event Planning, Leadership, Customer Service, Social Media, Editing, Community Outreach, Teaching, Team Building, Teamwork, Social Networking, Team Leadership
Education
Palomar College 2015 — 2016
General Studies
Mt. San Jacinto College 2014 — 2016
General Studies
Southern Adventist University 2012 — 2013
Biology, Pre-Dentistry
Biola University Star Academics 2008 — 2012
Diploma, High School
Scottrade December 2014 - Present
TIAA-CREF March 2013 - Present
Merrill Investments October 2000 - March 2013
Financial Network Investment Corp 2009 - 2013
RAF Financial Corporation May 1988 - June 1997
Columbia Mortgage 1984 - 1988
Skills
Portfolio Management, Fixed Income, Financial Advisory, Retirement, Strategic Financial..., Investments, Financial Modeling, Financial Analysis, Due Diligence, Mortgage Lending, Bonds, Finance, Strategic Planning, Start-ups, Mergers, Leadership, Business Strategy, Securities, Retirement Planning, Corporate Finance, Business Planning, Risk Management, Investment Advisory
Education
University of Colorado Boulder 1982 — 1983
MBA, Finance
HBW & Financial Services October 2008 - Present
Financial Network Investment Corp 1988 - 1999
Skills
New Business Development, Strategic Financial..., Retirement Planning, Retirement, Finance, Marketing Strategy, Insurance, Life Insurance, Series 7, Fixed Annuities, Mutual Funds, Investments, Financial Planning, Financial Services, Small Business, Term Life Insurance, 401k, Employee Benefits, IRAs, Strategic Planning, Wealth Management, Financial Advisory
Education
Saint Louis University 1980 — 1982
Bachelor's degree, Communication and Media Studies
Arkansas Tech University 1977 — 1978
Journalism
Charles Sumner High School 1972 — 1975
High School Diploma
Financial Network Investment Corp April 2003 - Present
Hill's Clothing Mens & womens 1969 - 2001
Skills
Fixed Annuities, IRAs, 401k, Insurance, Long-term Care
Education
Lynchburg College 1959 — 1963
Education & History
Mondelēz International March 2015 - May 2015
Precision Technology August 2014 - March 2015
Quality Metal Finishing Corporation July 2010 - April 2013
Upper Saddle River Board of Education November 2006 - August 2010
Financial Network Investment Corp. November 2002 - September 2009
Skills
Sales Management, Process Improvement, Strategic Financial..., Quality Assurance, Customer Service, Strategic Planning
Education
Bergen Community College 2014 — 2014
Certificate-NIMS-1 National Institute for Metal working Skills, CNC operator/Metal fabrication/Machinest
New England College 1972 — 1976
BA, Business Managment, Advertising, Finance
Waldwick High School 1968 — 1972
Traphagen 1958 — 1963
n/a, general
NR Smith and Associates June 2011 - Present
Diversified Financial Strategies April 2006 - November 2009
Financial Network Investment Corp January 2005 - March 2006
TIAA-CREF September 1999 - December 2004
PGA Futures January 1999 - June 1999
Traders Network November 1995 - December 1998
ADM Investor Services January 1991 - July 1994
Education
The American College 2003 — 2003
ChFC, Financial Consulting
CFA Institute 2001 — 2003
CFA, Financial Analyst
College for Financial Planning 2001 — 2003
CFP, Financial Planning
Pacific Lutheran University 1986 — 1990
Bachelor, Business Administration
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
Banc of California April 2015 - Present
Nature's Best (via Abbott Staffing) October 2013 - February 2014
Lowe's May 2013 - November 2013
EnviroGuard (via AppleOne) August 2013 - October 2013
Disneyland Resort December 2010 - October 2012
PBS SoCal June 2012 - August 2012
Los Angeles County District Attorney's Office February 2008 - March 2010
Disneyland Resort December 2005 - January 2008
Youth Science Center April 2007 - May 2007
Financial Network Investment Corp June 2001 - December 2005
Skills
Social Media, PowerPoint, Access, Facebook, Customer Service, Excel, Outlook, Word, Microsoft Office, Online Marketing, Photoshop, Dreamweaver, CRM, InDesign, Illustrator, Data Analysis, Visual Basic, Microsoft Excel, Microsoft Word
Education
California State University-Fullerton 2011 — 2012
Masters of Business Administration, Management, 3.3 G.P.A.
California State University-Fullerton 2004 — 2006
Bachelor of Arts, Business Administration, Marketing, 3.60 GPA and Cum Laude Honors
Mount San Antonio College 2001 — 2004
Associate of Arts, Liberal Arts, 3.75 GPA and Honors Program Graduate
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