Financial Services Institute
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Financial Services Institute Employees
US Federal Government November 2014 - Present
Washington Women in Public Relations December 2012 - Present
Financial Services Institute June 2014 - November 2014
Financial Services Institute January 2014 - June 2014
Adfero Group June 2013 - December 2013
Miami University January 2013 - May 2013
Public Relations Student Society of America April 2012 - May 2013
Miami University January 2012 - May 2013
Financial Services Institute May 2012 - July 2012
Designed Learning August 2011 - December 2011
Skills
Public Relations, Press Releases, Public Speaking, Blogging, Microsoft Office, Editing, Social Media, Wordpress, Final Cut Pro, Brochures, Online Databases, Networking, AP Style, Corporate Communications, Message Development, Campaign Strategy, Internal Communications, Media Relations, Public Affairs, Leadership, WordPress
Education
Miami University 2009 — 2013
Strategic Communication
Equifax April 2011 - Present
Georgia Capitol Associates December 2009 - April 2011
Financial Services Institute October 2007 - September 2009
R. Allen Group November 2005 - October 2007
Office of U.S. Representative Mike Rogers August 2004 - April 2005
Skills
Legislative Relations, Public Policy, Political Campaigns, Public Speaking, Strategic Planning, Government, Non-profits, Politics, Lobbying, Federal Government..., State Government, Public Relations, Media Relations, Grassroots Lobbying, PAC, Speech Writing
Education
Auburn University 1999 — 2004
Bachelor of Arts, Political Science
Financial Services Institute July 2015 - Present
Financial Services Institute July 2014 - Present
George Mason University Honors College January 2014 - June 2014
Catholic Charities, USA January 2014 - May 2014
George Mason University Office of Housing and Residence Life March 2013 - August 2013
Burdette Smith & Bish, LLC February 2012 - April 2013
Mountaineer Casino Racetrack & Resort May 2012 - August 2012
Stonestown Surgery Center May 2011 - August 2011
ImageOne Uniforms June 2006 - July 2010
Handel's Ice Cream April 2008 - August 2008
Skills
Microsoft Office, Event Planning, Leadership, PowerPoint, Time Management, Facebook, Microsoft Excel, Social Media, Volunteer Management, Public Relations, Social Networking, Customer Service, Management, Event Management, Training
Education
George Mason University 2010 — 2014
Bachelor of Science (BS), Business Management, Cum Laude
Austintown Fitch High School 2006 — 2010
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Triad Advisors, Inc October 2002 - Present
Financial Services Institute January 2010 - January 2011
Hartford Life Insurance Company April 2000 - October 2002
Skills
Financial Advisory, Banking, Estate Planning, Insurance, Management, Alternative Investments, Business Planning, Asset Management, Strategic Financial..., Life Insurance, Fixed Annuities, Wealth Management, Series 7, Marketing, Mutual Funds, Customer Service, Private Equity, Asset Allocation, Series 63, FINRA, Investment Strategies, Securities, Hedge Funds, Retirement, Portfolio Management, Sales, Microsoft Office, Investments, Retirement Planning, Investment Advisory
Education
The University of Georgia 1989 — 1993
Bachelor of Science in Education, Public Health Education and Promotion / Corporate a Wellness
Financial Services Institute October 2013 - Present
Financial Industry Regulatory Authority June 2012 - October 2013
Financial Industry Regulatory Authority May 2011 - August 2011
Federal Communications Commission May 2010 - July 2010
JPMorgan Chase November 2008 - July 2009
Skills
Legal Research, Westlaw, Securities Regulation, Research, Legal Writing, Securities, Lexis, Litigation, Courts, Civil Litigation, Corporate Law, Legal Issues, Mediation, Administrative Law, Arbitration, LexisNexis
Education
American University, Washington College of Law
Juris Doctor
SUNY Binghamton 2004 — 2008
Bachelor of Arts, Political Science
Elite Digital Investigations, LLC. August 2014 - Present
Elite Networking & Consulting, LLC. January 2010 - Present
CNA Insurance August 1997 - September 2010
CNA Insurance Co. January 2000 - January 2003
CNA Insurance Co. August 1997 - March 2000
Financial Services Institute January 1990 - August 1997
George B. Ford Agency, Inc January 1992 - July 1997
Skills
Computer Hardware, Computer Repair, Network Administration, Project Management, Project Planning, Windows 7, Windows XP Pro, Microsoft Office, Business Networking, Windows Sharepoint..., IT Management, IT Operations, Disaster Recovery, Servers, Windows, Windows Server, SharePoint, Cloud Consulting, Cloud Computing, Networking, Technical Support, Software Documentation, Active Directory, Help Desk Support, Management, Databases, Training, Hardware, Information Technology, Outsourcing, XP, Leadership, System Administration, Microsoft Exchange, System Deployment, Analysis, Data Center, Security, Troubleshooting, Microsoft Technologies, Operating Systems, Network Security, Wireless Networking, Laptops, IT Service Management, VMware, Citrix, Software Installation, Windows XP
Education
University of Phoenix 1996 — 1999
Bachelor of Science, Information Technology, Information Systems
w.e Groves High School 1971 — 1976
Michigan State University
Genentech April 2015 - Present
Financial Services Institute April 2013 - October 2014
Potomac Management Resources July 2011 - April 2013
Potomac Management Resources September 2006 - June 2011
Skills
Event Planning, Special Events, Event Management, Project Management, Meeting Planning, Staff Management, Client Relations, Logistics, Logistics Management, Program Management, Public Relations, Client Development, Budgets, Sponsorship, Social Media, Leadership, Management, Marketing, Nonprofits
Education
The George Washington University
Bachelor's degree, Psychology
Jasmijn Capital Management March 2014 - Present
Royal Alliance Associates Inc. July 1991 - Present
Personal Benefit Sevices of Colorado, Inc. December 1989 - Present
Financial Services Institute January 2011 - February 2014
Skills
Financial Analysis, Strategic Planning, Business Analysis, Risk Management, Investments, Series 7, Portfolio Management, Customer Service, Wealth Management, Finance, Financial Services, Financial Advisory, Asset Management, Strategic Financial..., Mutual Funds, Series 63, Retirement Planning, Securities, Insurance
Education
Colorado State University
Delta Air Lines 2014 - Present
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines 2012 - 2014
Atlanta Buckhead Connections 2012 - 2012
Financial Services Institute 2011 - 2012
AEGON Americas 2007 - 2010
Gallopade International 2004 - 2005
World Airways 2001 - 2002
SMC3 1999 - 2000
Quantegy 1997 - 1998
Travelport 1985 - 1992
Skills
Competitive Analysis, Collaborative Problem..., New Business Development, Contract Negotiation, Communication, Marketing, Management, Integrity, Mentoring, Airlines, Strategic Planning, Leadership, CRM, Team Leadership, Google Analytics, Project Management, Budgets, Cross-functional Team..., Negotiation, Customer Service, Forecasting, Integration, Process Improvement, Data Analysis, Marketing Strategy, Strategy, B2B, Direct Marketing, Advertising, Human Resources, Time Management, Public Relations, Lead Generation, Analysis, Networking, Program Management, Sales, Team Building, Teamwork, Vendor Management, Logistics, Recruiting, Salesforce.com, Business Analysis, Operations Management, Analytics, Policy, Account Management, Project Planning, Security
Education
University of West Georgia
SHRM Human Resource Management Certification Program
American Intercontinental University
MBA, Global Technology Management
National-Louis University
BA, Applied Behavioral Science
Park University
Undergraduate Studies in Management and Marketing
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Financial Services Institute April 2015 - Present
Financial Services Institute June 2013 - Present
Financial Industry Regulatory Authority April 2012 - May 2013
FINRA May 2010 - April 2012
MassMutual Financial Group May 2009 - April 2010
Thrivent Financial September 2004 - August 2008
Target 2000 - 2002
Skills
Securities, AML, FINRA, Securities Regulation, Series 7, Investments, Legal Research, Series 24, Investment Advisory..., Broker-Dealer Compliance, Broker-Dealer, Life Insurance, Investment Advisers Act, General Securities..., Securities Exchange Act..., Financial Services, Fraud Detection, Certified Fraud Examiner, Corporate Governance, Corporate Law, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2002
J.D., Law
Eckerd College 1995 — 1998
B.A., Political Science
Mahtomedi High School
Financial Services Institute August 2015 - September 2015
Financial Services Institute September 2012 - August 2015
U.S. House of Representatives, Committee on Oversight and Government Reform October 2011 - December 2011
SecondMarket, Inc. June 2011 - August 2011
Securities and Exchange Commission, Office of Compliance Inspections and Examinations September 2010 - December 2010
Board of Governors of the Federal Reserve System, Office of Inspector General May 2010 - August 2010
Skills
Legal Research, Legal Writing, Securities Regulation, Corporate Law, Public Policy, Governmental Affairs, Legislation, Administrative Law, Corporate Governance
Education
The Catholic University of America, Columbus School of Law
J.D., Securities Law Institute Certificate
The Catholic University of America
B.A., Economics
Money Concepts June 2012 - Present
Southeastern Financial Group, LLC October 2011 - July 2012
Alfa Insurance February 2010 - October 2011
J.P. Turner & Company L.L.C May 2008 - September 2009
ProEquities Inc. October 2001 - May 2008
Financial Services Institute 2004 - 2008
ProEquities Inc. May 2000 - October 2001
InterSecurities Inc May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group 1996 - 2000
MassMutual Life Insurance Co January 1996 - May 1999
Education
Jacksonville State University 1980 — 1984
B.S, Marketing/Business Administration
American Mensa July 2013 - Present
EndGame Consulting Group, LLC January 2011 - Present
NAIBD January 1999 - Present
San Diego Mensa July 2008 - June 2014
San Diego Zoo Global 2011 - 2013
San Diego Mensa July 2011 - July 2012
San Diego Mensa July 2010 - June 2012
WBB Securities, LLC December 2001 - January 2011
Financial Services Institute 2006 - 2007
President's National HIre Veterans Committee 2003 - 2006
Skills
Audit, Compliance, Committees, Securities, Internal Controls, Auditing, Internal Audit, Risk Management, Risk Assessment, Financial Reporting, Corporate Governance, FINRA, Series 7, Equities, SEC reporting, AML, Compliance Audits, Series 63, Bonds, Mutual Funds, Capital Markets, Series 24, External Audit, Financial Accounting, Governance, Hedge Funds, Financial Services, Asset Management, Mergers & Acquisitions, SEC filings, Due Diligence, Corporate Development, Executive Management, Strategic Financial..., Financial Risk, Financial Modeling, Private Equity, Portfolio Management, Trading, Investment Advisory, Quality Auditing, Financial Analysis, Finance, Management Consulting, Analysis, Alternative Investments, Investments, Management, Wealth Management, Venture Capital
Education
San Diego State University-California State University 1989 — 1994
BS/MBA, Finance/Management
Bonita Vista High School 1972 — 1975
Kellen Company September 2007 - Present
Kellen Company September 2007 - Present
Financial Services Institute May 2006 - August 2007
Financial Services Institute 2006 - August 2007
Financial Planning Association® August 2001 - January 2006
Financial Planning Association 2001 - 2006
Skills
Budgets, Negotiation, Public Speaking, Web Site Production, Workshop Facilitation, Event Planning, Event Management, Training, Logistics, Strategic Planning, Time Management, Leadership, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Management, Non-profits, Sponsorship, Fundraising, Meeting Planning, Customer Service, Nonprofits, Hotels, Sales, Trade Shows, Corporate Events, Association Management
Education
Florida State University 1998 — 2000
AFFILIATIONS Florida State University
Bachelor, Science · Recreation and Leisure Services Administration · Special Events
Financial Services Institute December 2013 - Present
Financial Services Institute February 2013 - December 2013
Society of American Military Engineers February 2012 - February 2013
CityStaff October 2011 - February 2012
American Coatings Association November 2010 - February 2011
American Coatings Association June 2007 - November 2010
American Coatings Association July 2002 - June 2007
Skills
Accounting, Accounts Payable, Payroll, Accounts Receivable, Administration, Microsoft Office, Customer Relations, Budgeting, Customer Service, Excel, Non-profits, Word, Financial Reporting, Databases, Event Planning, Budgets, Nonprofits, Management, Microsoft Excel
Education
Northern Virginia Community College 1989 — 1993
Accounting and Financial Services
University of Virginia 1980 — 1984
Bachelor of Arts, Foreign Affairs
Financial Services Institute September 2015 - Present
Parents Place of Maryland September 2013 - Present
Parents Place of Maryland March 2011 - Present
Financial Services Institute March 2014 - September 2015
The Carlyle Group October 2013 - January 2014
VICCS, Inc. March 2013 - October 2013
Parents Place of Maryland May 2011 - September 2013
RoseMcKenna, LLC January 2012 - December 2012
NACHC September 2005 - February 2012
University of Maryland, College Park 2001 - 2004
Skills
Data Analysis, Non-profits, Statistics, Research, Program Evaluation, Policy Analysis, SPSS, Nonprofits, Microsoft Excel, Program Management, Public Speaking, Leadership, Microsoft Office, Community Outreach, Accounting, Program Development, Policy, Social Media, Analysis
Education
University of Maryland University College 2005 — 2008
BA, Accounting
University of Maryland College Park 2001 — 2004
PhD, Cognitive Neuroscience
Northwestern University 1997 — 2001
BA, Cognitive Science
Center for Excellence in Education March 2015 - Present
Financial Services Institute July 2012 - May 2014
Postal Regulatory Commission May 2006 - October 2011
National Institutes of Health January 2005 - April 2006
Atlantic List Company October 2002 - November 2004
The Leadership Institute August 1997 - October 2002
The Leadership Institute August 1997 - October 2002
United States Senator Spencer Abraham September 1996 - April 1997
Skills
Administration, Direct Mail, Office Management, Administrative..., Database Admin, Policy, Program Management, Budgets, Strategic Planning, Direct Marketing, Project Management, Political Campaigns, Microsoft Excel, Databases, Microsoft Office, Fundraising, Politics, Non-profits, Strategic Communications, Policy Analysis, Research, Press Releases, Public Policy, Government, Editing, Management, Public Relations, Marketing, Nonprofits, Volunteer Management, Community Outreach, Proposal Writing, Grant Writing, Legislative Relations, Microsoft Word, Grants, PowerPoint
Education
University of Michigan-Dearborn
B.A, Political Science
University of Michigan-Dearborn
Education Market Association (EDmarket) Membership SpecialistEDmarketSeptember 2011 - Present
Spanglish Tech January 2007 - Present
Blue Heron Wellness July 2013 - July 2014
Financial Services Institute December 2010 - March 2011
Gama International April 2007 - November 2010
Skills
Event Planning, Strategic Planning, Public Speaking, Marketing Strategy, Nonprofits, Social Media, Marketing Communications, Public Relations, Marketing, Fundraising, Social Media Marketing, Event Management
Education
Southern Polytechnic State University 2002 — 2005
International Management
Elizabeth Seton Catholic High School 1993 — 1997
High School
Financial Services Institute 2015 - Present
Office of U.S. Senator Kay Hagan November 2014 - January 2015
Flanagan, Fulkerson & Company May 2011 - November 2014
American Association for Justice September 2009 - May 2011
The Cougar Fund March 2008 - July 2009
U.S. House of Representatives June 2006 - August 2006
Skills
Fundraising, Nonprofits, Public Speaking, Research, Event Planning, Community Outreach, Public Relations, Politics, Public Policy
Education
Sewanee-The University of the South 2003 — 2007
BA, Political Science
New York Life Insurance Company March 2008 - Present
Financial Services Institute September 1999 - January 2007
Education
Schoolcraft College 1980 — 1982
Associates, Liberal Arts, Finance
Coca-Cola Refreshments December 2012 - Present
Financial Services Institute September 2012 - December 2012
E*TRADE Financial January 2010 - June 2012
E*TRADE Financial July 2008 - January 2010
E*TRADE Financial April 2006 - July 2008
Distribution Technology February 2003 - April 2006
Skills
Process Improvement, Call Center, Call Centers, Insurance, Salesforce.com, Leadership, Quality Assurance, Training, Customer Satisfaction, Management, Operations Management, Program Management, Financial Services, Coaching, Analysis, Customer Service
Education
South Carolina State University 1987 — 1992
Bachelor of Science, Business Management
US Securities and Exchange Commission July 2013 - Present
Pickard and Djinis May 2012 - July 2013
Financial Services Institute July 2011 - May 2012
Georgetown University Law Center June 2010 - June 2011
US Securities and Exchange Commission January 2010 - April 2010
FINRA September 2009 - November 2009
US Securities and Exchange Commission September 2008 - November 2008
Education
American University - Kogod School of Business 2011 — 2014
Master's Degree, Finance
Georgetown University Law Center 2009 — 2010
LL.M., Securities and Financial Regulation
Georgetown University Law Center 2006 — 2009
J.D.
Brigham Young University 1998 — 2005
BA, Economics
Financial Services Institute October 2012 - Present
Skills
Public Policy
Education
The Catholic University of America, Columbus School of Law 2007 — 2010
JD
Morehouse College 1997 — 2001
BA
Mason and Associates, Inc. November 2011 - Present
Discipline Advisors, Inc. December 2005 - May 2011
Transamerica Financial Advisors, Inc. June 1998 - November 2005
Financial Services Institute 2004 - 2005
Financial Network Investment Corporation January 1985 - January 1996
Education
University at Albany, SUNY 1972 — 1975
BS, Business Administration/Marketing
Granville High Scool
Uncommon Radiance LLC September 2014 - Present
Financial Services Institute May 2014 - September 2014
Falls Church Animal Hospital November 2010 - April 2014
Morris-Day, Inc. January 2006 - November 2010
Stuart Mill Capital Inc September 1997 - December 2005
SynXis, Inc June 1980 - August 1997
Skills
Customer Service, Government, Sales Management, Change Management, Politics, Office Management, Administrative..., Travel Arrangements, Calendaring
Education
Radford College
B.S, Political Science
The George Washington University