Independent Financial Services Professional

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Independent Financial Services Professional Employees

Employee
Years
Job
Industry
Terrence (Terry) McGowan Terrence (Terry) McGowan Greater Boston Area Details
Terrence (Terry) McGowan's Independent Financial Services Professional Experience January 2013 - June 2014
Job Vice President, Financial Institutions at Vantiv
Industry Financial Services
Experience
Vantiv  June 2014 - Present
Independent Financial Services Professional   January 2013 - June 2014
FIS  March 2003 - November 2011
Computer Associates (CA) - XECA   2000 - 2002
Anacomp  1998 - 2000
Fidelity Investments - Advisor Technology Services   1996 - 1998
M&I New England   1993 - 1996

Skills
Solution Selling, Outsourcing, Contract Negotiation, Relationship Management, Executive Networking, Client-focused, Presentations, Vendor Management, Account Management, Professional Services, Strategic Partnerships, Strategy, Sales Process, Selling, Banking, Business Development, Sales, Leadership, Sales Management, Business Planning, Financial Services, Consulting, CRM, Finance, Executive Management, Business Analysis, Salesforce.com, Payments, Security, SaaS, Product Management

Education
Suffolk University
BSBA, Finance

Donald Lakeberg Donald Lakeberg Woodburn, Oregon Details
Donald Lakeberg's Independent Financial Services Professional Experience July 2013 - Present
Job President at Lakeberg Group Inc.
Industry Financial Services
Experience
Lakeberg Group Inc.   June 2015 - Present
United Healthcare Medicare Solutions  November 2013 - Present
Independent Financial Services Professional   July 2013 - Present
Mutual of Omaha  March 2013 - July 2013
DGI Supply - A DoALL Company  November 2011 - September 2012
Treske Precision Machining, Inc   January 2010 - November 2010
MSC Direct  2008 - 2010
Argo International  November 2006 - February 2008
Combined Insurance  2008 - 2008
Rueck Company, Inc   June 1996 - November 2006

Skills
Customer Relations, Customer Service, Purchasing, Inventory Management, Manufacturing, Problem Solving, Team Building, Process Improvement, Insurance, Account Management, Vendor, Inventory Control, Materials Management, Sales Operations, Sales Process, Microsoft Excel, Training, Software Documentation, Negotiation, Product Development, Contract Negotiation, Microsoft Word, Life Insurance, Sales, Budgets, Troubleshooting, New Business Development, Leadership, Sales Management, Pricing

Education
Mesa Community College   1983 — 1985

Mesa Community College

John J. Macrone John J. Macrone Greater New York City Area Details
John J. Macrone's Independent Financial Services Professional Experience January 1985 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   January 1985 - Present

Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Capital Markets, Financial Modeling, Equities, Valuation, Portfolio Management, Investments, Mergers, Investment Banking, Mergers & Acquisitions, Private Placements, Asset Management, Alternative Investments, Venture Capital, Financial Structuring, Financial Markets, Trading, Emerging Markets, Funding, Hedge Funds, Investment Advisory, Financial Advisory, Corporate Development, Investor Relations, Restructuring, Securities, Due Diligence, Options

Education
American Express Financial Advisors (Ameriprise)
Series 7 & 63 A, L & H Licenses

Dowling College
MBA, Banking and Finance

Hofstra University
Business and Finance

Mid Island Air Service
FAA Certified Pilot

Todd Leigh Todd Leigh Greater Los Angeles Area Details
Todd Leigh's Independent Financial Services Professional Experience May 2008 - October 2011
Job ADL Developer & Trader
Industry Capital Markets
Experience
ADL Tools   November 2013 - Present
Global Prime   November 2011 - November 2013
Independent Financial Services Professional   May 2008 - October 2011
Marex Spectron  2006 - 2008
Tricom Securities   January 2006 - June 2006

Skills
Trading, Derivatives, Fixed Income, Hedge Funds, Investments, Financial Markets, Options, Equities, Trading Systems, Proprietary Trading, Electronic Trading, Capital Markets, FX Options, Commodity, Portfolio Management, Risk Management, Bloomberg

Education
Griffith University   2003 — 2005
Batchelor of International Finance, Finance, Economics

Deanna Rosenfeld Deanna Rosenfeld Greater New York City Area Details
Deanna Rosenfeld's Independent Financial Services Professional Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   June 2014 - Present
NYLIFE Securities LLC / New York Life Insurance Company   January 2011 - May 2014
New York City Department of Design and Construction  May 1997 - January 2008
Queens Borough Presidents Office  October 1995 - May 1997
NYC Department of City Planning  April 1995 - October 1995
H.S. of Art and Design   February 1992 - January 1994

Skills
Retirement, Insurance, Retirement Planning, Small Business, Investments, Proposal Writing, Long Term Care Insurance, Life Insurance, Estate Planning, Key Person Protection, Customer Service, Strategic Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Protection Planning/..., Wealth Preservation..., Retail Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Real Estate Lending, Disability Insurance, Commercial Insurance, Wealth Management

Education
Pratt Institute   1993 — 1996
Master of Science (MS), City/Urban, Community and Regional Planning

New York Institute of Technology-Old Westbury   1987 — 1992
Bachelor of Science (BS), Architecture

Dmitry Ermakov Dmitry Ermakov Toronto, Canada Area Details
Dmitry Ermakov's Independent Financial Services Professional Experience October 2006 - May 2014
Job Data Scientist
Industry Information Technology and Services
Experience
Independent Financial Services Professional   October 2006 - May 2014
Stalker Computer   February 1996 - September 2005
Elect Ltd   September 1992 - November 1995
Tomsk State University of Control Systems and Radioelectronics (TUSUR)   September 1991 - June 1992

Skills
Data Science, Management, R, C++, SQL, C/C++, Hadoop, Machine Learning, Software Development, Databases, Amazon Web Services..., Amazon EC2, VMware, Git, Sales, System Administration, Windows Server, Microsoft SQL Server, Microsoft Exchange, DNS, Network Administration, Commercial Photography, Project Management, Leadership, Integration, Negotiation, Marketing, Entrepreneurship, Microsoft Office, Analysis, OOP, Residential Mortgages, Mortgage Lending, Investment Properties, Mortgage Banking, Investments, Commercial Mortgages, Construction Loans, Credit, First Time Home Buyers, Loans, Second Mortgages, Refinance, Real Estate Financing

Education
The Johns Hopkins University
Data Science

Tomsk State University of Control Systems and Radioelectronics   1985 — 1994
Computer Science

George Kenny George Kenny New York, New York Details
George Kenny's Independent Financial Services Professional Experience June 2015 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   June 2015 - Present
UBS  April 2011 - May 2015
Bank of America  August 2007 - September 2009
Merrill Lynch  August 1992 - August 2007

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
Master of Business Administration (MBA)

College of the Holy Cross   1981 — 1985
Bachelor of Arts (BA), Economics

Jason Notini Jason Notini Washington D.C. Metro Area Details
Jason Notini's Independent Financial Services Professional Experience January 2011 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   January 2011 - Present
Fannie Mae  September 2007 - January 2011
US Department Of Education Office of Federal Student Aid   March 2006 - September 2007
Riggs Bank  1996 - 2005

Skills
Credit Risk, Credit, Banking, Risk Management, Due Diligence, Internal Controls, Program Management, Process Improvement, Financial Risk, Loans, Policy, Regulatory Affairs, Compliance, Sarbanes-Oxley Act, Contingency Planning, Investigation, Loss Prevention, Enterprise Risk..., Operational Risk, Financial Services

Education
Northeastern University   1991 — 1996
Bachelor of Science, Business Administration and Management, General

Bishop Guertin   1988 — 1991
Diploma

Kent Churchill Kent Churchill Greater Atlanta Area Details
Kent Churchill's Independent Financial Services Professional Experience April 2015 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   April 2015 - Present
Brightwell Payments, Inc.   March 2011 - April 2015
TSYS  2006 - 2008
Baff.Net, Inc.   1998 - 2008
Salis Inc   2004 - 2006
Asential Group   October 2003 - October 2004
Omnexus  2002 - 2003
HotelTools   2000 - 2002
USWeb  October 1998 - February 2000
USWeb/CKS (marchFIRST)   1998 - 2000

Skills
Program Management, Business Analysis, Leadership, Consulting, SDLC, Integration, Vendor Management, Management, Process Improvement, Project Management

Education
Georgia Institute of Technology   1994 — 1996
MSM, Business, Engineering

Georgia Institute of Technology - Georgia Tech College of Management   1994 — 1996

United States Naval Academy   1986 — 1990
BS, History

Vincent Lupo Vincent Lupo Greater New York City Area Details
Vincent Lupo's Independent Financial Services Professional Experience July 2012 - December 2012
Job Managing Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC   December 2012 - Present
Independent Financial Services Professional   July 2012 - December 2012
Jefferies & Company  February 2004 - May 2011
Neuberger Berman  April 2000 - February 2004
National Financial  July 1996 - January 1999
Morgan Stanley  February 1986 - June 1996

Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems

Education
Baruch College, City University of New York (CUNY)   1982 — 1985
BBA, Finance

Chad Sonnek Chad Sonnek Vicksburg, Mississippi Details
Chad Sonnek's Independent Financial Services Professional Experience May 2012 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Financial Services Professional   May 2012 - Present
New York Life Insurance Company  September 2008 - May 2012
Merchants National Bank  June 1975 - December 1998

Skills
Fixed Annuities, Whole Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Long Term Care Insurance, IRAs, Insurance, Retirement Planning, Retirement

Education
Mississippi College   1982 — 1985
MBA, Business & Accounting

Dawn Piccolo Dawn Piccolo Greater Boston Area Details
Dawn Piccolo's Independent Financial Services Professional Experience February 2013 - Present
Job Independent Financial Services Technology Professional
Industry Financial Services
Experience
Independent Financial Services Professional   February 2013 - Present
Fidelity Investments  September 1993 - January 2013
Stratus Computer  1992 - 1993
Rolm/IBM/Siemens   1984 - 1992
Executone Communications, LLC  1983 - 1984
Metal Bellows   1982 - 1983

Skills
Relationship Management, Enterprise Portfolio..., Strategic Planning, IT Investment Management, PMO Development, PMO Services, Program Management, Internal Communications, Sales, Workforce Planning, Offshore Management, Risk Management, Information Security..., Management Consulting, Vendor Management, Financial Services, Telecommunication...

Education
Saint Anselm College   1978 — 1982
Bachelor of Science (B.S.)

James Y.C. Wang James Y.C. Wang Vancouver, Canada Area Details
James Y.C. Wang's Independent Financial Services Professional Experience January 2009 - December 2010
Job Sales Manager at Crius Financial Corporation
Industry Financial Services
Experience
Crius Financial Corporation  January 2010 - Present
JW Colossus Financial Consulting Inc.   October 2008 - Present
Independent Financial Services Professional   January 2009 - December 2010
Rainflower   2008 - 2009

Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Accounting

Education
British Columbia Institute of Technology   2006 — 2008

Richard Blaney, CFP Richard Blaney, CFP Greater New York City Area Details
Richard Blaney, CFP's Independent Financial Services Professional Experience April 2001 - June 2002
Job Wealth Management
Industry Financial Services
Experience
Beechwood Financial Services, LLC   February 2015 - Present
Tuttle Wealth Management   January 2013 - May 2014
Atlantis Asset Management   April 2012 - December 2012
Beechwood Financial Services, LLC   January 2005 - March 2012
Independent Financial Services Professional   April 2001 - June 2002
Lehman Brothers  September 1992 - February 1999
Dean Witter  January 1987 - August 1992

Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management

Education
The American College   2002 — 2004
CFP Education Requirement, CFP Core Cirriculum

Fordham Gabelli School of Business   1991 — 1994
MBA, Finance

State University of New York College at Oneonta   1982 — 1986
BS, Business Economics