IFMG Company
Description
The Federal Institute of Minas Gerais, or in full: Federal Institute of Education, Science and Technology of Minas Gerais is a polytechnic university or community college located in the Brazilian cities ... Address: Av. Professor Mário Werneck, 2590 - Buritis, Belo Horizonte - MG, 30575-180, Brazil Founded: December 29, 2008 Phone: +55 31 2513-5222Place name: : : : : Category: : : Website: Website: http://www.ifmg.edu.br/ Category: Educational Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Instituto Federal de Educação Ciência e Tecnologia de Minas Gerais, Reitoria Posting publicly on the Web Write a review Reviews 19 Google reviews
IFMG List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IFMG. You can filter them based on skills, years of employment, job, education, department, and prior employment.
IFMG Salaries. You can even request information on how much does IFMG pay if you want to. Learn about salaries, pros and cons of working for IFMG directly from the past employees.
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IFMG Employees
Employee
Years
Job
Industry
Lisa Ann Calandra Lisa Ann Calandra's IFMG Experience January 1997 - January 1999
Job Consultant at LL Innovative Consulting
Industry Financial Services
Experience
LL Innovative Media Management November 2014 - Present
UBS Financial Services Inc. March 2002 - November 2014
IFMG Securities, Inc January 1999 - January 2002
IFMG January 1997 - January 1999
National Westminster Bank January 1994 - January 1997
Skills
State & SRO Regulator..., Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance..., Regulatory Inquiries, Social Media Management, S.6 & 63, FINRA, Banking, AML, Finance, Insurance, Management, Marketing, Mergers, Recruiting, Risk Management, SMO, Sales, Securities, Series 24, Series 7, Anti Money Laundering, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Financial Services
Education
Fashion Institute of Technology 1987 — 1991
Bachelor’s Degree, Marketing and Communications
Fashion Institute of Technology 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
LL Innovative Media Management November 2014 - Present
UBS Financial Services Inc. March 2002 - November 2014
IFMG Securities, Inc January 1999 - January 2002
IFMG January 1997 - January 1999
National Westminster Bank January 1994 - January 1997
Skills
State & SRO Regulator..., Securities Registration, Social Media Marketing, Employee Training, Regulatory & Compliance..., Regulatory Inquiries, Social Media Management, S.6 & 63, FINRA, Banking, AML, Finance, Insurance, Management, Marketing, Mergers, Recruiting, Risk Management, SMO, Sales, Securities, Series 24, Series 7, Anti Money Laundering, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Financial Services
Education
Fashion Institute of Technology 1987 — 1991
Bachelor’s Degree, Marketing and Communications
Fashion Institute of Technology 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Justin Sypek Justin Sypek's IFMG Experience 2007 - 2007
Job Microsoft Practice Director at Microexcel
Industry Computer Software
Experience
Microexcel August 2013 - Present
BlueMetal Architects July 2012 - August 2013
Microsoft August 2011 - July 2012
DataLan Corporation October 2007 - July 2012
IFMG 2007 - 2007
March of Dimes 2006 - 2007
CRS Retail Systems 2004 - 2006
CareCore National 2001 - 2003
Skills
SharePoint, Solution Architecture, Enterprise Architecture, Account Management, Technical Leadership, Software Development, Software Design, Database Design, SDLC, Microsoft Technologies, .NET, C#, Visual Studio, Microsoft SQL Server, SSRS, Windows Azure, Office 365, Cloud Computing, ASP.NET, Databases, WCF, Web Services, SharePoint Designer, InfoPath, Web Applications, VB.NET, Silverlight, Enterprise Software, LINQ, Business Intelligence, T-SQL, Agile Methodologies, Vendor Management, Application Architecture, Application Management, Project Implementation, Product Development, Deployment Planning, Business Planning, Innovation, Ideation, Corporate Governance, Offshore Management, Software Project..., SOA, ADO.NET, SSIS, Portals, Microsoft CRM, IIS
Education
Marist College 1997 — 2001
bachelors, Computer Science
Beacon High 1994 — 1997
Regents
Microexcel August 2013 - Present
BlueMetal Architects July 2012 - August 2013
Microsoft August 2011 - July 2012
DataLan Corporation October 2007 - July 2012
IFMG 2007 - 2007
March of Dimes 2006 - 2007
CRS Retail Systems 2004 - 2006
CareCore National 2001 - 2003
Skills
SharePoint, Solution Architecture, Enterprise Architecture, Account Management, Technical Leadership, Software Development, Software Design, Database Design, SDLC, Microsoft Technologies, .NET, C#, Visual Studio, Microsoft SQL Server, SSRS, Windows Azure, Office 365, Cloud Computing, ASP.NET, Databases, WCF, Web Services, SharePoint Designer, InfoPath, Web Applications, VB.NET, Silverlight, Enterprise Software, LINQ, Business Intelligence, T-SQL, Agile Methodologies, Vendor Management, Application Architecture, Application Management, Project Implementation, Product Development, Deployment Planning, Business Planning, Innovation, Ideation, Corporate Governance, Offshore Management, Software Project..., SOA, ADO.NET, SSIS, Portals, Microsoft CRM, IIS
Education
Marist College 1997 — 2001
bachelors, Computer Science
Beacon High 1994 — 1997
Regents
Shelly Rasmussen Shelly Rasmussen's IFMG Experience 1993 - 2005
Job .
Industry Financial Services
Experience
at Patelco Credit Union 2013 - 2014
Designs In Life Insurance Marketing 2012 - 2013
at Next Level Advisors 2011 - 2011
SunAmerica 2008 - 2009
Transamerica 2005 - 2008
Independent Financial Marketing Group, Inc. (IFMG) 1993 - 2005
IFMG 1993 - 2005
Skills
Relationship Management, Driving Sales Results, Sales and Product..., Public Speaking, Project Management, Coaching, Mentoring, Process Improvement, Change Management, Written & Verbal..., Expense Budget..., Fixed Annuities, Financial Services, Analysis, Management, Investments, Sales, Marketing, New Business Development, Training, Succession Planning, Customer Acquisition, Negotiation, Start-ups
Education
NORTHEAST MISSOURI STATE UNIVERSITY
Truman State University
Business
at Patelco Credit Union 2013 - 2014
Designs In Life Insurance Marketing 2012 - 2013
at Next Level Advisors 2011 - 2011
SunAmerica 2008 - 2009
Transamerica 2005 - 2008
Independent Financial Marketing Group, Inc. (IFMG) 1993 - 2005
IFMG 1993 - 2005
Skills
Relationship Management, Driving Sales Results, Sales and Product..., Public Speaking, Project Management, Coaching, Mentoring, Process Improvement, Change Management, Written & Verbal..., Expense Budget..., Fixed Annuities, Financial Services, Analysis, Management, Investments, Sales, Marketing, New Business Development, Training, Succession Planning, Customer Acquisition, Negotiation, Start-ups
Education
NORTHEAST MISSOURI STATE UNIVERSITY
Truman State University
Business
Paul Sasso Paul Sasso's IFMG Experience June 2003 - June 2005
Job City of Melrose
Industry Law Enforcement
Experience
Eastern Bank February 2012 - June 2014
TD Bank Group August 2005 - February 2012
IFMG June 2003 - June 2005
Union Bank June 2001 - May 2003
Santa Barbara Group January 2000 - June 2001
Eaton Vance March 1994 - December 2000
Skills
Small Business Lending, Financial Analysis, Credit, Banking
Education
Southern New Hampshire University 2002 — 2011
Global MBA, Global Business
Bentley University 1993 — 1996
Bachelor, Finance
Eastern Bank February 2012 - June 2014
TD Bank Group August 2005 - February 2012
IFMG June 2003 - June 2005
Union Bank June 2001 - May 2003
Santa Barbara Group January 2000 - June 2001
Eaton Vance March 1994 - December 2000
Skills
Small Business Lending, Financial Analysis, Credit, Banking
Education
Southern New Hampshire University 2002 — 2011
Global MBA, Global Business
Bentley University 1993 — 1996
Bachelor, Finance
Kim Halpin, PHR Kim Halpin, PHR's IFMG Experience June 1996 - June 2008
Job Director of Human Resources at Arms Acres
Industry Financial Services
Experience
Arms Acres January 2011 - Present
Sun Life Financial May 2008 - August 2010
IFMG June 1996 - June 2008
Independent Financial Marketing Group 1996 - 2008
Skills
PHR, Organizational..., Employee Relations, Recruiting, Training, Change Management, Employee Training, Leadership, Payroll, Insurance, Employee Benefits, Risk Management, Vendor Management, Personnel Management, Deferred Compensation, Management, SPHR, Human Resources
Education
Manhattanville College 2000 — 2002
Master of Science, Organizational Management and HR Development, 4.0
Saint Thomas Aquinas College 1990 — 1994
Bachelor of Arts, Literature
Arms Acres January 2011 - Present
Sun Life Financial May 2008 - August 2010
IFMG June 1996 - June 2008
Independent Financial Marketing Group 1996 - 2008
Skills
PHR, Organizational..., Employee Relations, Recruiting, Training, Change Management, Employee Training, Leadership, Payroll, Insurance, Employee Benefits, Risk Management, Vendor Management, Personnel Management, Deferred Compensation, Management, SPHR, Human Resources
Education
Manhattanville College 2000 — 2002
Master of Science, Organizational Management and HR Development, 4.0
Saint Thomas Aquinas College 1990 — 1994
Bachelor of Arts, Literature
Mary Mattison-Roberts Mary Mattison-Roberts's IFMG Experience December 2002 - July 2004
Job Product Manager/Business Analysis/Process Improvment
Industry Information Technology and Services
Experience
Visa February 2012 - July 2014
Larimer County April 2007 - November 2011
Kingland Systems July 2004 - January 2006
IFMG December 2002 - July 2004
Streampoint 2001 - 2002
Compliance Advisers, Inc. January 1996 - May 2001
Charles Schwab 1995 - 1996
Multi-Financial 1993 - 1995
Chatfield Dean 1992 - 1993
NASD 1990 - 1992
Skills
Business Analysis, Requirements Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Business Process, Business Process..., Black Box Testing, User Acceptance Testing, End User Training, End User Support, Product Management, Product Design, Product Launches, Manual Testing, Regression Testing, Scrum, Waterfall, Financial Markets, Criminal Justice, Project Coordination, MS Office Suite, Activity Diagrams, SWOT analysis, Accounting, Budgeting, Banking, Auditing, Securities Regulation, Workflow, IVR, EMR, Off the shelf software..., Application Analysis, Financial Analysis, Technical Documentation, Performance Measurement, Performance Metrics, Strategic Planning, Cost Accounting, Series 7, series 27, series 24, series 4, series 53, Consultancy, Analysis, Leadership
Education
UC Irvine 2006 — 2008
Certificate, Business Analysis
Buena Vista University 1984 — 1987
BA, Finance & Banking
Visa February 2012 - July 2014
Larimer County April 2007 - November 2011
Kingland Systems July 2004 - January 2006
IFMG December 2002 - July 2004
Streampoint 2001 - 2002
Compliance Advisers, Inc. January 1996 - May 2001
Charles Schwab 1995 - 1996
Multi-Financial 1993 - 1995
Chatfield Dean 1992 - 1993
NASD 1990 - 1992
Skills
Business Analysis, Requirements Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Requirements, Software Requirements, Business Process, Business Process..., Black Box Testing, User Acceptance Testing, End User Training, End User Support, Product Management, Product Design, Product Launches, Manual Testing, Regression Testing, Scrum, Waterfall, Financial Markets, Criminal Justice, Project Coordination, MS Office Suite, Activity Diagrams, SWOT analysis, Accounting, Budgeting, Banking, Auditing, Securities Regulation, Workflow, IVR, EMR, Off the shelf software..., Application Analysis, Financial Analysis, Technical Documentation, Performance Measurement, Performance Metrics, Strategic Planning, Cost Accounting, Series 7, series 27, series 24, series 4, series 53, Consultancy, Analysis, Leadership
Education
UC Irvine 2006 — 2008
Certificate, Business Analysis
Buena Vista University 1984 — 1987
BA, Finance & Banking
Anfisa Trubina Anfisa Trubina's IFMG Experience 2003 - 2005
Job Web Developer at Berkley Mid Atlantic
Industry Insurance
Experience
Markel Corporation August 2012 - Present
Berkley Mid Atlantic May 2005 - September 2012
Berkley Mid-Atlantic Group May 2005 - September 2012
IFMG 2003 - 2005
Interactive Financial Marketing Group 2003 - 2005
Silicon Dominion January 2000 - October 2000
Skills
Web Development, Microsoft SQL Server, XML, SQL, JavaScript, SSIS, SharePoint, Databases, Visio, ASP.NET, Business Analysis, Requirements Analysis, SDLC, CSS, Agile Methodologies
Education
Saint Petersburg State Polytechnical University 1985 — 1991
Master of Engineering (MEng)
Markel Corporation August 2012 - Present
Berkley Mid Atlantic May 2005 - September 2012
Berkley Mid-Atlantic Group May 2005 - September 2012
IFMG 2003 - 2005
Interactive Financial Marketing Group 2003 - 2005
Silicon Dominion January 2000 - October 2000
Skills
Web Development, Microsoft SQL Server, XML, SQL, JavaScript, SSIS, SharePoint, Databases, Visio, ASP.NET, Business Analysis, Requirements Analysis, SDLC, CSS, Agile Methodologies
Education
Saint Petersburg State Polytechnical University 1985 — 1991
Master of Engineering (MEng)
Bruce Ripepi Bruce Ripepi's IFMG Experience 1988 - 2007
Job Ethics Officer at Citigroup Global Compliance
Industry Financial Services
Experience
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Citigroup Global Compliance March 2010 - Present
Citi Personal Wealth Managment September 2009 - May 2010
Sun Life Financial November 2007 - December 2008
Independent Financial Marketing Group, Inc. July 1986 - November 2007
Independent Financial 1989 - 2007
IFMG 1988 - 2007
Education
Pace University School of Law 1977 — 1980
JD, Law
University of Rhode Island 1973 — 1977
BA, Political Science
Holy Cross High School
Jim McGuire Jim McGuire's IFMG Experience 1995 - 1998
Job Branch Manager at Robert W. Baird and Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Elisa Daigle Elisa Daigle's IFMG Experience 2001 - 2004
Job Marketing Manager at John Hancock
Industry Financial Services
Experience
John Hancock December 2007 - May 2012
Manulife Financial/John Hancock 2005 - May 2012
John Hancock September 2006 - December 2007
John Hancock May 2005 - September 2006
IFMG 2001 - 2004
Skills
Mutual Funds, Financial Services, Marketing
Education
University at Albany, SUNY 1997 — 2001
John Hancock December 2007 - May 2012
Manulife Financial/John Hancock 2005 - May 2012
John Hancock September 2006 - December 2007
John Hancock May 2005 - September 2006
IFMG 2001 - 2004
Skills
Mutual Funds, Financial Services, Marketing
Education
University at Albany, SUNY 1997 — 2001
Suzi Stammel Suzi Stammel's IFMG Experience 2001 - 2004
Job Creatacor
Industry Events Services
Experience
St. Peters Health Partners January 2014 - May 2015
Creatacor, Inc. June 2015 - 2015
Questar III BOCES March 2012 - January 2014
EP&M International January 2005 - February 2012
IFMG 2001 - 2004
Microware Distributing October 1997 - October 2001
Varden Brothers Roofing Company 1994 - 1998
Varden Brothers Roofing Company 1994 - 1998
Skills
Event Management, Promotions, Trade Shows, Event Planning, Word, Strategic Planning, Public Relations, New Business Development, Marketing Strategy, Fundraising, Account Management, Negotiation, Marketing Communications, Team Building, Contract Negotiation, Business Planning, Integrated Marketing, Nonprofits
Education
Hudson Valley Community College 1994 — 2006
Associates, Business
St. Peters Health Partners January 2014 - May 2015
Creatacor, Inc. June 2015 - 2015
Questar III BOCES March 2012 - January 2014
EP&M International January 2005 - February 2012
IFMG 2001 - 2004
Microware Distributing October 1997 - October 2001
Varden Brothers Roofing Company 1994 - 1998
Varden Brothers Roofing Company 1994 - 1998
Skills
Event Management, Promotions, Trade Shows, Event Planning, Word, Strategic Planning, Public Relations, New Business Development, Marketing Strategy, Fundraising, Account Management, Negotiation, Marketing Communications, Team Building, Contract Negotiation, Business Planning, Integrated Marketing, Nonprofits
Education
Hudson Valley Community College 1994 — 2006
Associates, Business
Stephen Lank Stephen Lank's IFMG Experience September 2007 - December 2008
Job Executive Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Kelly Grech Kelly Grech's IFMG Experience November 1996 - December 1997
Job Senior Recruiter, Gartner for Marketing Leaders (Digital), Strategic Accounts (SAO) & Global Sales Operations at Gartner
Industry Staffing and Recruiting
Experience
Gartner November 2013 - Present
D&D Associates December 2001 - November 2013
Clarion Marketing & Communications 1997 - 1999
IFMG November 1996 - December 1997
Skills
Advertising, Marketing Strategy, Digital Marketing, Executive Search, Recruiting, Account Management, Human Resources, Business Development, Strategy, Start-ups, Time Management, Executive Management, Consulting, CRM, Lead Generation, Marketing, Management
Education
Stony Brook University 1992 — 1995
Bachelors, Social Sciences/Child & Family Studies
Gartner November 2013 - Present
D&D Associates December 2001 - November 2013
Clarion Marketing & Communications 1997 - 1999
IFMG November 1996 - December 1997
Skills
Advertising, Marketing Strategy, Digital Marketing, Executive Search, Recruiting, Account Management, Human Resources, Business Development, Strategy, Start-ups, Time Management, Executive Management, Consulting, CRM, Lead Generation, Marketing, Management
Education
Stony Brook University 1992 — 1995
Bachelors, Social Sciences/Child & Family Studies
Jay Pinkala Jay Pinkala's IFMG Experience February 2007 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed August 2009 - Present
M&T Bank January 2008 - July 2009
JPMorgan Chase June 2007 - December 2007
IFMG February 2007 - June 2007
The Bank of New York January 1998 - October 2006
U.S. Army Military Intelligence April 1987 - April 1991
Skills
Analytical Background, Stock Market, Balance Sheet, Income Statement, Sales, Leadership, Self-motivated Team..., Goal Oriented, Trainer, Handle Multiple Projects, Independent Self-starter, Stock & Options Trading, Organized, Managerial, Integrity, Dependable Team Player, Entrepreneurial, Advising Clients, Effective Listener, Information Gathering, Public Speaking
Education
SUNY New Paltz 1993 — 1994
Bachelor of Science (BS), Business Administration/Marketing & Management
University of Maryland University College 1990 — 1993
Associate of Arts (A.A.), General Studies
Self-employed August 2009 - Present
M&T Bank January 2008 - July 2009
JPMorgan Chase June 2007 - December 2007
IFMG February 2007 - June 2007
The Bank of New York January 1998 - October 2006
U.S. Army Military Intelligence April 1987 - April 1991
Skills
Analytical Background, Stock Market, Balance Sheet, Income Statement, Sales, Leadership, Self-motivated Team..., Goal Oriented, Trainer, Handle Multiple Projects, Independent Self-starter, Stock & Options Trading, Organized, Managerial, Integrity, Dependable Team Player, Entrepreneurial, Advising Clients, Effective Listener, Information Gathering, Public Speaking
Education
SUNY New Paltz 1993 — 1994
Bachelor of Science (BS), Business Administration/Marketing & Management
University of Maryland University College 1990 — 1993
Associate of Arts (A.A.), General Studies
Chris Kautz Chris Kautz's IFMG Experience August 2004 - December 2006
Job COO of Affiliate Crossing
Industry Online Media
Experience
PriceExplorer.com December 2010 - Present
Affiliate Crossing July 2010 - Present
Affiliate Venture Group June 2010 - Present
RexDirectNet April 2008 - June 2010
Affiliated.Net January 2007 - November 2007
IFMG August 2004 - December 2006
Skills
SEO
Education
Hampden-Sydney College 1996 — 2000
KUA
PriceExplorer.com December 2010 - Present
Affiliate Crossing July 2010 - Present
Affiliate Venture Group June 2010 - Present
RexDirectNet April 2008 - June 2010
Affiliated.Net January 2007 - November 2007
IFMG August 2004 - December 2006
Skills
SEO
Education
Hampden-Sydney College 1996 — 2000
KUA
Cynthia Nodson Cynthia Nodson's IFMG Experience March 2003 - April 2005
Job Associate Financial Representative, Executive Assistant and Office Manager
Industry Financial Services
Experience
Paul Bugbee Associates - The Olson Financial Group (Northwestern Mutual) April 2012 - December 2014
Northwestern Mutual Financial Network - Rye Brook November 2006 - June 2011
IFMG March 2003 - April 2005
Ashlee Publishing August 2000 - January 2002
Skills
Employee Benefits, Microsoft Office, Securities, Leadership, Series 7, Strategic Planning, Editing, Event Planning, Microsoft Excel, Retirement Planning, Publishing, Fixed Annuities, Insurance, Finance, Portfolio Management, Retirement, Microsoft Word, Customer Service, Health Insurance
Education
Holy Apostles College and Seminary
BA, Philosophy, 3.75
California State University-Long Beach
Zoology
Paul Bugbee Associates - The Olson Financial Group (Northwestern Mutual) April 2012 - December 2014
Northwestern Mutual Financial Network - Rye Brook November 2006 - June 2011
IFMG March 2003 - April 2005
Ashlee Publishing August 2000 - January 2002
Skills
Employee Benefits, Microsoft Office, Securities, Leadership, Series 7, Strategic Planning, Editing, Event Planning, Microsoft Excel, Retirement Planning, Publishing, Fixed Annuities, Insurance, Finance, Portfolio Management, Retirement, Microsoft Word, Customer Service, Health Insurance
Education
Holy Apostles College and Seminary
BA, Philosophy, 3.75
California State University-Long Beach
Zoology
Bob Harwood Bob Harwood's IFMG Experience March 2004 - July 2011
Job Vice President of Sales at Interactive Financial Marketing Group
Industry Marketing and Advertising
Experience
Interactive Financial Marketing Group February 2015 - Present
VOISYS February 2014 - Present
Digital Marketing Networks, LLC August 2012 - February 2014
Best Response Strategies November 2011 - August 2012
firstSTREET August 2011 - November 2011
IFMG March 2004 - July 2011
Capital One 1997 - 2000
US Army November 1993 - June 1997
Skills
Sales Process, Sales Management, New Business Development, Customer Retention, Sales, Salesforce.com, Management, Leadership, Marketing, Team Building, Lead Generation, Account Management, Digital Marketing, Training, B2B, Recruiting, Sales Operations, Marketing Strategy, Profit, Selling, Automotive, CRM, Customer Satisfaction, Online Advertising, Online Marketing, Negotiation, Competitive Analysis, Customer Service, Strategic Partnerships, Social Media Marketing, E-commerce, Start-ups, Strategic Planning, Forecasting, Email Marketing, SEM, Contract Negotiation, Gas, Cross-functional Team..., Business Strategy, Direct Sales, Sales Presentations, Business Development, Budgets, Operations Management, P&L Management, Cold Calling, Product Marketing, Advertising, B2B Sales
Education
Strayer University (VA) 2003 — 2008
University of Richmond
Interactive Financial Marketing Group February 2015 - Present
VOISYS February 2014 - Present
Digital Marketing Networks, LLC August 2012 - February 2014
Best Response Strategies November 2011 - August 2012
firstSTREET August 2011 - November 2011
IFMG March 2004 - July 2011
Capital One 1997 - 2000
US Army November 1993 - June 1997
Skills
Sales Process, Sales Management, New Business Development, Customer Retention, Sales, Salesforce.com, Management, Leadership, Marketing, Team Building, Lead Generation, Account Management, Digital Marketing, Training, B2B, Recruiting, Sales Operations, Marketing Strategy, Profit, Selling, Automotive, CRM, Customer Satisfaction, Online Advertising, Online Marketing, Negotiation, Competitive Analysis, Customer Service, Strategic Partnerships, Social Media Marketing, E-commerce, Start-ups, Strategic Planning, Forecasting, Email Marketing, SEM, Contract Negotiation, Gas, Cross-functional Team..., Business Strategy, Direct Sales, Sales Presentations, Business Development, Budgets, Operations Management, P&L Management, Cold Calling, Product Marketing, Advertising, B2B Sales
Education
Strayer University (VA) 2003 — 2008
University of Richmond
Greg Klinkel Greg Klinkel's IFMG Experience 2002 - 2003
Job Principal and Founder at Klinx LLC
Industry Computer Software
Experience
Klinx LLC September 2013 - Present
Knowledge Factor June 2010 - August 2013
Boulder Digital July 2006 - December 2012
The Reed Group May 2008 - June 2010
IHS August 2007 - May 2008
IHS November 2006 - August 2007
Newdea April 2005 - November 2006
Kingland Systems 2001 - 2005
Streampoint 2000 - 2004
IFMG 2002 - 2003
Skills
Agile Methodologies, Software Development, XML, .NET, C#, Agile Project Management, SQL, SaaS, Microsoft SQL Server, Java, Enterprise Architecture, Architecture, Service Oriented..., Scrum, Kanban, Team Building, Team Leadership, Team-oriented, Process Improvement, Windows, Business Analysis, Management, Database Design, Requirements Analysis, RESTful WebServices, SOAP, Hiring Employees, Object Oriented Design, Software Engineering, Software Design, Enterprise Software, Leadership, Quality Assurance, Unix, Cloud Computing, Strategy, REST, User Experience, Integration, Product Management, Web Applications, SDLC, Databases
Education
Arizona State University 1977 — 1982
MS, Computer Science
South Dakota State University 1970 — 1974
BA, Psychology; minors in English, German
South Dakota State University 1970 — 1974
Bachelor's Degree, Psychology
Klinx LLC September 2013 - Present
Knowledge Factor June 2010 - August 2013
Boulder Digital July 2006 - December 2012
The Reed Group May 2008 - June 2010
IHS August 2007 - May 2008
IHS November 2006 - August 2007
Newdea April 2005 - November 2006
Kingland Systems 2001 - 2005
Streampoint 2000 - 2004
IFMG 2002 - 2003
Skills
Agile Methodologies, Software Development, XML, .NET, C#, Agile Project Management, SQL, SaaS, Microsoft SQL Server, Java, Enterprise Architecture, Architecture, Service Oriented..., Scrum, Kanban, Team Building, Team Leadership, Team-oriented, Process Improvement, Windows, Business Analysis, Management, Database Design, Requirements Analysis, RESTful WebServices, SOAP, Hiring Employees, Object Oriented Design, Software Engineering, Software Design, Enterprise Software, Leadership, Quality Assurance, Unix, Cloud Computing, Strategy, REST, User Experience, Integration, Product Management, Web Applications, SDLC, Databases
Education
Arizona State University 1977 — 1982
MS, Computer Science
South Dakota State University 1970 — 1974
BA, Psychology; minors in English, German
South Dakota State University 1970 — 1974
Bachelor's Degree, Psychology
Anne Marie Hamilton's IFMG Experience 1996 - 2008
Job Vice President, Relationship Management and Business Development at Financial Resources Group, LLC
Industry Financial Services
Experience
Financial Resources Group, LLC August 2010 - Present
LPL Financial March 2008 - August 2010
IFMG 1996 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Investments, Series 24, Mutual Funds, Financial Services, Portfolio Management, Wealth Management, Asset Managment, Equities, Retirement Planning, Strategic Financial..., Insurance, Executive Management, Risk Management, Fixed Income, Alternative Investments, Banking, Strategic Planning, Financial Analysis
Education
The Johns Hopkins University 1985 — 1989
BA
Financial Resources Group, LLC August 2010 - Present
LPL Financial March 2008 - August 2010
IFMG 1996 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Investments, Series 24, Mutual Funds, Financial Services, Portfolio Management, Wealth Management, Asset Managment, Equities, Retirement Planning, Strategic Financial..., Insurance, Executive Management, Risk Management, Fixed Income, Alternative Investments, Banking, Strategic Planning, Financial Analysis
Education
The Johns Hopkins University 1985 — 1989
BA
Anna Shakaryants's IFMG Experience February 1998 - September 1998
Job Project Delivery Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2006 - Present
Citigroup March 2002 - July 2006
Citigroup January 2000 - February 2002
National Quotation Bureau (PinkSheets) September 1998 - December 1999
IFMG February 1998 - September 1998
MDS Securities/Bankmark (Conseco) November 1996 - February 1998
Skills
Data Warehousing, Banking, Securities, Teradata, Finance, Vendor Management, Erwin, Databases, Informatica, ETL, CRM, Business Requirements, IT Strategy, SDLC, Requirements Gathering, Analytics, Change Management, PL/SQL, Software Project..., Unix, Agile Methodologies, Oracle, Architecture, Business Analysis, Financial Services, Enterprise Architecture, Data Modeling, PMO, Requirements Analysis, Sybase, Integration, Database Design, Project Portfolio..., Business Intelligence, Visio, Solution Architecture, IT Management, Trading Systems
Education
Southern Federal University (former Rostov State University) 1989 — 1994
Master of Science (M.S.), Mathematics and Computer Science
Morgan Stanley July 2006 - Present
Citigroup March 2002 - July 2006
Citigroup January 2000 - February 2002
National Quotation Bureau (PinkSheets) September 1998 - December 1999
IFMG February 1998 - September 1998
MDS Securities/Bankmark (Conseco) November 1996 - February 1998
Skills
Data Warehousing, Banking, Securities, Teradata, Finance, Vendor Management, Erwin, Databases, Informatica, ETL, CRM, Business Requirements, IT Strategy, SDLC, Requirements Gathering, Analytics, Change Management, PL/SQL, Software Project..., Unix, Agile Methodologies, Oracle, Architecture, Business Analysis, Financial Services, Enterprise Architecture, Data Modeling, PMO, Requirements Analysis, Sybase, Integration, Database Design, Project Portfolio..., Business Intelligence, Visio, Solution Architecture, IT Management, Trading Systems
Education
Southern Federal University (former Rostov State University) 1989 — 1994
Master of Science (M.S.), Mathematics and Computer Science
Dana LaGalia-Schwartz's IFMG Experience 1993 - 1997
Job Director, Web Ethan Allen Global, Inc.
Industry Internet
Experience
Ethan Allen Global, Inc. April 2004 - Present
Visible World, Inc. 2000 - 2004
Clarion Marketing & Advertising 1997 - 2000
IFMG 1993 - 1997
Education
State University of New York College at Plattsburgh 1989 — 1993
Ethan Allen Global, Inc. April 2004 - Present
Visible World, Inc. 2000 - 2004
Clarion Marketing & Advertising 1997 - 2000
IFMG 1993 - 1997
Education
State University of New York College at Plattsburgh 1989 — 1993
Joseph Ploger's IFMG Experience November 1998 - May 2008
Job Relationship Manager at IFMG
Industry Financial Services
Experience
Vantis Life June 2008 - Present
IFMG November 1998 - May 2008
Independent Financial Marketing Group 1998 - 2008
Independent Financial 1998 - 2008
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1998
Vantis Life June 2008 - Present
IFMG November 1998 - May 2008
Independent Financial Marketing Group 1998 - 2008
Independent Financial 1998 - 2008
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1998
Keri Sershen's IFMG Experience 2001 - 2008
Job Accounts Payable Temp at Consumer Reports
Industry Financial Services
Experience
Consumer Reports June 2013 - August 2013
Hitachi America, Ltd 2013 - 2013
Danone 2009 - 2012
Independent Financial Marketing Group August 2000 - August 2008
IFMG 2001 - 2008
independent financial 2001 - 2008
IFMG Securities, Inc. 2000 - 2008
Skills
Securities, Series 7, Mutual Funds, Financial Services, Insurance, Financial Analysis, Fixed Annuities
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Business Management
Consumer Reports June 2013 - August 2013
Hitachi America, Ltd 2013 - 2013
Danone 2009 - 2012
Independent Financial Marketing Group August 2000 - August 2008
IFMG 2001 - 2008
independent financial 2001 - 2008
IFMG Securities, Inc. 2000 - 2008
Skills
Securities, Series 7, Mutual Funds, Financial Services, Insurance, Financial Analysis, Fixed Annuities
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Business Management
Megan Bruno's IFMG Experience October 2007 - July 2008
Job Administrative and Research Assistant, Global Programs at March of Dimes
Industry Nonprofit Organization Management
Experience
March of Dimes December 2012 - Present
American Red Cross in Greater New York April 2012 - 2014
Meredith July 2008 - March 2012
IFMG October 2007 - July 2008
ABC/Regis and Kelly January 2006 - May 2006
Skills
Market Research, Research, Nonprofits, Outlook, Microsoft Office, Management, Administration, Event Management, Vendor Management, Oracle Financials, Non-profit Volunteer, International Relations, International Travel, EndNote, RefWorks, Citations, Proofreading, Legal Documents, Coordinate Meetings, Organizing Meetings, Internal & External...
Education
Iona College 2004 — 2006
B.A., Mass Communications
March of Dimes December 2012 - Present
American Red Cross in Greater New York April 2012 - 2014
Meredith July 2008 - March 2012
IFMG October 2007 - July 2008
ABC/Regis and Kelly January 2006 - May 2006
Skills
Market Research, Research, Nonprofits, Outlook, Microsoft Office, Management, Administration, Event Management, Vendor Management, Oracle Financials, Non-profit Volunteer, International Relations, International Travel, EndNote, RefWorks, Citations, Proofreading, Legal Documents, Coordinate Meetings, Organizing Meetings, Internal & External...
Education
Iona College 2004 — 2006
B.A., Mass Communications
Evan Spevak's IFMG Experience 2005 - 2008
Job Supervising Anaylst at FINRA
Industry Financial Services
Experience
FINRA May 2008 - Present
Financial Industry Regulatory Authority May 2008 - Present
Sun Life/Independent Financial Marketing Group, Inc April 2005 - May 2008
IFMG 2005 - 2008
Independent Financial 2005 - 2008
Quick &" Reilly August 2000 - April 2005
Banc of America Investment Services, Inc August 2000 - April 2005
Banc of America Investments 2004 - 2005
Joseph Stevens & Company, Inc January 2000 - June 2000
Skills
Securities, Investments, Asset Managment, Due Diligence, Sales, Microsoft Office, Finance, Customer Service, Workshop Facilitation, Marketing, Quality Control, Policy Analysis, Advertising, Bookkeeping, Assets Recovery, Small Office, Lotus Smartsuite, Mutual Funds, Credit, Insurance
Education
University of Miami 1989 — 1990
M.B.A, Finance
University of Miami - School of Business 1989 — 1990
MBA, Finance
Management University of Miami 1979 — 1983
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1979 — 1983
BBA, Management
FINRA May 2008 - Present
Financial Industry Regulatory Authority May 2008 - Present
Sun Life/Independent Financial Marketing Group, Inc April 2005 - May 2008
IFMG 2005 - 2008
Independent Financial 2005 - 2008
Quick &" Reilly August 2000 - April 2005
Banc of America Investment Services, Inc August 2000 - April 2005
Banc of America Investments 2004 - 2005
Joseph Stevens & Company, Inc January 2000 - June 2000
Skills
Securities, Investments, Asset Managment, Due Diligence, Sales, Microsoft Office, Finance, Customer Service, Workshop Facilitation, Marketing, Quality Control, Policy Analysis, Advertising, Bookkeeping, Assets Recovery, Small Office, Lotus Smartsuite, Mutual Funds, Credit, Insurance
Education
University of Miami 1989 — 1990
M.B.A, Finance
University of Miami - School of Business 1989 — 1990
MBA, Finance
Management University of Miami 1979 — 1983
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1979 — 1983
BBA, Management
Rodriguez, April's IFMG Experience January 2004 - August 2008
Job Contract Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2008 - Present
IFMG January 2004 - August 2008
IFMG October 1999 - January 2004
Skills
Customer Service, Training, Insurance, Team Building, Microsoft Office, Team Leadership, Microsoft Excel, Coaching, Process Improvement, Strategic Planning, Risk Management, Investments, Project Management, Microsoft Word, PowerPoint, Operations Management, Vendor Management, Banking, Research, Analysis
Education
Florida Institute of Technology
New York Life Insurance Company October 2008 - Present
IFMG January 2004 - August 2008
IFMG October 1999 - January 2004
Skills
Customer Service, Training, Insurance, Team Building, Microsoft Office, Team Leadership, Microsoft Excel, Coaching, Process Improvement, Strategic Planning, Risk Management, Investments, Project Management, Microsoft Word, PowerPoint, Operations Management, Vendor Management, Banking, Research, Analysis
Education
Florida Institute of Technology
Thomas Spadaccini's IFMG Experience September 2006 - April 2007
Job CCO at Corbin Capital Partners, L.P.
Industry Investment Management
Experience
Spadaccini & Associates, LLP April 2007 - January 2012
IFMG September 2006 - April 2007
Gabelli Asset Management November 2004 - July 2006
Education
Pace University School of Law 2002 — 2006
JD, Law
Fairfield University 1993 — 1997
BS, Finance
Spadaccini & Associates, LLP April 2007 - January 2012
IFMG September 2006 - April 2007
Gabelli Asset Management November 2004 - July 2006
Education
Pace University School of Law 2002 — 2006
JD, Law
Fairfield University 1993 — 1997
BS, Finance
Beth Dahlberg-Falkner's IFMG Experience December 1999 - December 2004
Job Estimating Coordinator at New Quality Fence, Inc
Industry Financial Services
Experience
New Quality Fence, Corp 2014 - January 2015
Markham Priest Insurance Agency September 2010 - August 2011
IFMG December 1999 - December 2004
Shawmut Bank/ Fleet Bank/ Bank of America December 1992 - December 1999
Skills
Workers Compensation, Insurance, Fixed Annuities, Training, Life Insurance, Marketing, Sales, CRM, Customer Service, Finance
Education
Plymouth State University 1987 — 1992
ba, management
New Quality Fence, Corp 2014 - January 2015
Markham Priest Insurance Agency September 2010 - August 2011
IFMG December 1999 - December 2004
Shawmut Bank/ Fleet Bank/ Bank of America December 1992 - December 1999
Skills
Workers Compensation, Insurance, Fixed Annuities, Training, Life Insurance, Marketing, Sales, CRM, Customer Service, Finance
Education
Plymouth State University 1987 — 1992
ba, management
Craig Tull's IFMG Experience March 2006 - July 2008
Job Retirement Plan Specialist at Scarborough Alliance Group
Industry Financial Services
Experience
Scarborough Alliance Group May 2014 - Present
David Lerner Associates, inc. October 2008 - May 2014
IFMG March 2006 - July 2008
INDEPENDENT FINANCIAL MARKETING GROUP May 2005 - March 2006
Castle Oil Corporation July 2004 - March 2005
Starbucks January 2001 - July 2004
Skills
Mutual Funds, Customer Service, Fixed Annuities, Sales, Insurance, Outlook, Operations Management, New Business Development, Series 7, Series 63, Training, Coaching, Team Building, Banking, Team Leadership, Microsoft Excel, Securities, 529 Plans, Wealth Management, Fixed Income, Life Insurance
Education
Mercy College 2002 — 2004
Bachelor's degree, Business/Commerce, General
Westchester Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Westlake
Westlake
Scarborough Alliance Group May 2014 - Present
David Lerner Associates, inc. October 2008 - May 2014
IFMG March 2006 - July 2008
INDEPENDENT FINANCIAL MARKETING GROUP May 2005 - March 2006
Castle Oil Corporation July 2004 - March 2005
Starbucks January 2001 - July 2004
Skills
Mutual Funds, Customer Service, Fixed Annuities, Sales, Insurance, Outlook, Operations Management, New Business Development, Series 7, Series 63, Training, Coaching, Team Building, Banking, Team Leadership, Microsoft Excel, Securities, 529 Plans, Wealth Management, Fixed Income, Life Insurance
Education
Mercy College 2002 — 2004
Bachelor's degree, Business/Commerce, General
Westchester Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Westlake
Westlake
Kevin Cole, CLU, ChFC's IFMG Experience 2003 - 2005
Job Financial Advisor at Valic
Industry Financial Services
Experience
Valic Financial Advisors October 2010 - Present
Cole Financial Services, Inc. 1990 - 2010
IFMG 2003 - 2005
Skills
Retirement Income..., Retirement Planning, IRA's, Series 7, Wealth Accumulation, Investment Advisory, CLU, ChFC, Retirement, IRAs
Education
Indiana University Bloomington 1979 — 1981
finance, business
Valic Financial Advisors October 2010 - Present
Cole Financial Services, Inc. 1990 - 2010
IFMG 2003 - 2005
Skills
Retirement Income..., Retirement Planning, IRA's, Series 7, Wealth Accumulation, Investment Advisory, CLU, ChFC, Retirement, IRAs
Education
Indiana University Bloomington 1979 — 1981
finance, business
Mark Ruggles's IFMG Experience August 2007 - April 2008
Job Director of Operations & Compliance Officer at CWS Capital Partners
Industry Financial Services
Experience
CWS Investments September 2012 - Present
B. B. Graham & Co. August 2008 - September 2012
IFMG August 2007 - April 2008
DFC Investor Services May 2006 - July 2007
WM Financial Services July 2002 - May 2006
Skills
Securities, Compliance, Investments, Series 7, Asset Managment, Series 63, Risk Management, Strategic Financial..., Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management, Equities, Series 24, Retirement Planning, FINRA, Asset Allocation, Trading, Series 65, Uniform Combined State..., Due Diligence, Portfolio Management, Hedge Funds, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2011
CRCP, Certified Regulatory Compliance Professional
University of Southern California - Marshall School of Business 2000 — 2001
Bachelor of Science, Business Administration / Finance
Mt. San Antonio College 1995 — 1998
Associate of science, Accounting
CWS Investments September 2012 - Present
B. B. Graham & Co. August 2008 - September 2012
IFMG August 2007 - April 2008
DFC Investor Services May 2006 - July 2007
WM Financial Services July 2002 - May 2006
Skills
Securities, Compliance, Investments, Series 7, Asset Managment, Series 63, Risk Management, Strategic Financial..., Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management, Equities, Series 24, Retirement Planning, FINRA, Asset Allocation, Trading, Series 65, Uniform Combined State..., Due Diligence, Portfolio Management, Hedge Funds, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2011
CRCP, Certified Regulatory Compliance Professional
University of Southern California - Marshall School of Business 2000 — 2001
Bachelor of Science, Business Administration / Finance
Mt. San Antonio College 1995 — 1998
Associate of science, Accounting
Sam Do's IFMG Experience January 2006 - December 2007
Job Enterprise Application Developer
Industry Computer Software
Experience
KLine America December 2007 - Present
IFMG January 2006 - December 2007
Skills
C#, .NET, XML, SQL
Education
The University of British Columbia 1997 — 2001
Engineering
British Columbia Institute of Technology 1993 — 1995
Associate
KLine America December 2007 - Present
IFMG January 2006 - December 2007
Skills
C#, .NET, XML, SQL
Education
The University of British Columbia 1997 — 2001
Engineering
British Columbia Institute of Technology 1993 — 1995
Associate
Eric Halpern's IFMG Experience June 2006 - March 2007
Job Divisional Sales Desk Manager at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
Sheila Loaiza's IFMG Experience February 2002 - January 2005
Job Executive Office Professional
Industry Executive Office
Experience
Phelps Memorial Hospital Center July 2008 - February 2010
Fresh Start Advisors February 2007 - December 2007
AllianceBersntein February 2006 - January 2007
IFMG February 2002 - January 2005
Education
Manhattanville College 1999 — 2001
N/A, International Business
Phelps Memorial Hospital Center July 2008 - February 2010
Fresh Start Advisors February 2007 - December 2007
AllianceBersntein February 2006 - January 2007
IFMG February 2002 - January 2005
Education
Manhattanville College 1999 — 2001
N/A, International Business
Brad Callen, CFP®, CAIA, ChFC, CLU's IFMG Experience October 2007 - April 2008
Job Financial Services Executive | Certified Financial Planner ™
Industry Investment Management
Experience
B.B. Graham & Co. October 2010 - Present
B.B. Graham & Co. October 2010 - Present
BC Alternatives, LLC February 2007 - Present
Financial Partners Credit Union September 2008 - October 2010
DFC Investor Services March 2001 - March 2009
IFMG October 2007 - April 2008
Financial Industry Regulatory Authority (NASD) June 1998 - April 2001
WM Financial Services June 1998 - June 1999
Morgan Stanley October 1996 - June 1998
Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
Missouri Southern State University
B.S. / B.A.
The American College
CFP ® , ChFC, CLU
B.B. Graham & Co. October 2010 - Present
B.B. Graham & Co. October 2010 - Present
BC Alternatives, LLC February 2007 - Present
Financial Partners Credit Union September 2008 - October 2010
DFC Investor Services March 2001 - March 2009
IFMG October 2007 - April 2008
Financial Industry Regulatory Authority (NASD) June 1998 - April 2001
WM Financial Services June 1998 - June 1999
Morgan Stanley October 1996 - June 1998
Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
Missouri Southern State University
B.S. / B.A.
The American College
CFP ® , ChFC, CLU