ING Advisors Network
ING Advisors Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ING Advisors Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ING Advisors Network Employees
Xcel Energy September 2012 - Present
The Body Zoom January 2008 - Present
Sam II Consulting Services January 2007 - Present
Target July 2011 - August 2012
Visible Customer October 2010 - August 2012
Life Time Fitness May 2010 - October 2010
Delta Airlines May 2007 - April 2010
Kean/ Kentucky Department of Education 2005 - 2006
ING Advisors Network 1997 - 2004
UCLA 1992 - 1996
Skills
Process Improvement, Business Analysis, Entrepreneurship, Relational Databases, Business Process..., Strategic Planning, Project Planning, Management, Access, Agile Methodologies, Strategy, Contract Negotiation, Requirements Analysis, Analysis, Business Planning, Budgets, Testing, Leadership, Data Analysis, Business Development, Human Resources, Management Consulting, Project Management, Team Leadership, Business Process..., Business Intelligence, Start-ups
Education
Université Paris Dauphine 1983 — 1985
MBA, Finance
Université Nice Sophia Antipolis 1978 — 1982
Master, Macro Economy
lycee Razi 1972 — 1978
Cetera Financial Gr August 2011 - June 2015
Cetera Financial Group February 2010 - August 2011
ING Advisors Network September 2005 - April 2008
Tata Infotech August 1999 - June 2002
Skills
ETL, Informatica, Requirements Analysis, PL/SQL, Design Documents, Team Leadership, Performance Tuning, Linux, Business Objects, Project Coordination, Oracle SQL Developer, Pentaho, Tableau, Data Analysis, Oracle, Business Analysis
Education
Gujarat University
MCA, Computer Application
St. Xavier's College Ahmedabad
Bachelor of Science (B.Sc.), Physics and Mathematics
SageView Advisory Group September 2008 - Present
Cetera Advisor Networks, LLC January 2009 - Present
ING Advisors Network August 2005 - August 2008
ING Advisors Network 2003 - 2005
Skills
Investments, Retirement, Securities, Financial Advisory, Financial Planners, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Wealth, Financial Services, Series 6, Strategic Financial..., FINRA, Insurance, Estate Planning, Pensions, Finance, Fixed Annuities, 401k, Wealth Management
Education
University of California, Irvine 2006 — 2006
Financial Planning and Services
Northern Arizona University, College of Business Administration 1998 — 2001
Bachelor of Science, Finance
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Cetera Financial Group June 2010 - Present
Smith Barney June 2007 - June 2010
ING Advisors Network May 2001 - June 2007
Education
Colorado Technical University-Online 2011 — 2013
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Los Angeles City College 1996 — 1998
Political Science - Humanities
Westchester High School 1992 — 1995
ING Advisors Network 2003 - 2010
Education
Los Angeles Harbor College
Undergrad
LPL Financial July 2013 - Present
Western International Securities July 2011 - May 2013
ING Advisors Network February 1998 - November 2010
HD Vest Financial Services May 1991 - February 1998
First Investors December 1988 - April 1991
Skills
Series 7, Mutual Funds, Securities, Wealth Management, Investments, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Alternative Investments, FINRA, Asset Managment, Financial Advisory, Sales Management, Strategic Planning, Change Management, Strategic Communications, Asset Management, Investment Strategies, Financial Services, Leadership, Strategy, Leadership Development, Business Development, Sales Presentations, Recruiting, Practice Management, ETFs, Equities, Risk Management, Finance, Retirement, Estate Planning, Management, Series 24, Banking, Series 65, Fixed Income, 401k, Bonds, Wealth, Separately Managed..., Relationship Management, Financial Planners, Wealth Management..., Investment Management
Education
University of Minnesota-Twin Cities
BS in Business Administration, Finance and Minor in Economics
The American College
Master’s Degree, Management
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. May 2010 - January 2014
AXA Advisors July 2007 - May 2010
AIG Retirement Services November 2003 - July 2007
Larson Allen Financial, LLC November 2002 - November 2003
ING Advisors Network September 2000 - October 2002
Prudential Insurance March 1997 - September 2000
Skills
Compliance, Operations Management, Leadership, Sales Operations, Management, Risk Management, Securities, Cross-functional Team..., Team Leadership, Insurance, Recruiting, Mutual Funds, Marketing, Project Management, Strategy
Education
Keller Graduate School of Management of DeVry University
MBA, Finance
University of Michigan 1989 — 1993
BA, Political Science
South high School 1985 — 1989
Cetera Financial Group April 2014 - Present
Consulting Solutions, LLC May 2013 - March 2014
ING U.S. May 2012 - December 2012
ING Financial Partners January 2009 - May 2012
ING Advisors Network October 2005 - January 2009
Skills
Series 4,7,24,27, Financial Analysis, Risk Management, Mergers, Cross-functional Team..., Strategic Financial..., Leadership, Financial Services, Strategy Execution, Process Improvement, Project Management, Broker-Dealer, BPO, Management, Financial Modeling, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Series 7, Securities, Performance Management, Six Sigma, Financial Planning
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa
Master of Business Administration (M.B.A.), Finance, General
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
Moneyweave LLC January 2013 - Present
The American College May 2008 - December 2012
Thrivent Financial for Lutherans June 2003 - May 2008
ING Advisors Network May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2001
Ameriprise Financial 1990 - 1995
E & J Gallo Winery January 1987 - January 1990
Chesebrough-Ponds January 1981 - December 1987
Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting
Education
The American College
Master's Degree, Financial Services
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing
University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies
College for Financial Planning
Certified Financial Planner, CFP, Financial Planning
The American College 2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Financial Center Credit Union October 2011 - Present
Freelance Copywriter, Editor and Marketer January 2011 - Present
Financial Center Credit Union August 2007 - December 2010
ING Advisors Network January 2007 - May 2007
TrueCredit July 2005 - August 2006
Central Coast PRspectives September 2004 - June 2005
Remilon June 2004 - February 2005
Skills
Email Marketing, Editing, Marketing Communications, Advertising, Marketing Strategy, Vendor Management, Content Management, Project Management, Creative Direction, Marketing, Financial Services, Event Planning, Sales, Blogging, Management, E-commerce, Direct Marketing, Media Relations, Integrated Marketing, Business Development, Corporate Communications, Analytics, Recruiting, Web Analytics, Journalism, Event Management, Press Releases, Public Relations, Copywriting, Newsletters, Brand Development, Direct Mail, Google Analytics, Strategic Communications
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor's of Science, Journalism, Public Relations concentration
American Honda Finance Corporation (Client) March 2015 - August 2015
SDI Media (Client) June 2014 - October 2014
Genesys October 2012 - November 2013
Rovi (Client) January 2012 - October 2012
PriceGrabber.com September 2010 - October 2011
ING Advisors Network February 2008 - June 2010
120° Venture Construction, Inc. December 2006 - February 2008
DIRECTV (Client) / 120VC (Employer) October 2004 - December 2006
Warner Home Video (Client) September 2002 - September 2004
Sony Pictures Entertainment (Client) February 2001 - October 2002
Skills
Cross-functional Team..., Program Management, Vendor Management, Project Portfolio..., Strategy, Management, Project Management, Software Project..., CRM, Process Improvement, Business Process, Business Analysis, Business Intelligence, Resource Management, E-commerce, Change Management, Project Planning, Leadership, PMO, Problem Solving, IT Management, Analysis, Business Process..., Business Development, Project Turnaround, Quality Assurance, Account Management, Product Management, Management Consulting, Data Analysis, Globalization, Customer Experience, Digital Marketing, TQM, Key Performance..., ERP Implementations, Solution Implementation, ROI Optimization
Education
The George Washington University - School of Business
Master's Certificate, Project Management
Airbnb March 2014 - Present
fuseproject October 2012 - Present
Landor Associates September 2011 - September 2012
Karten Design December 2008 - September 2011
ING Advisors Network September 2007 - December 2008
Morgan Stanley March 2006 - June 2008
Families Forward April 2007 - June 2007
WHISPER Brand Consultancy January 2007 - May 2007
Skills
Strategy Implementation, Client Management, Project Management, CRM, Budgets, Projects, Marketing, Program Management, Account Management, New Business Development, Management, Market Research, Event Planning, Creative Direction, Start-ups, Product Development, Marketing Strategy, Social Media Marketing, Brand Development, Product Management, Strategy, Integrated Marketing, Digital Strategy, User Experience, Sales, Digital Marketing, Concept Development
Education
University of California, Irvine 2004 — 2007
BS, Psychology and Social Behavior
UC Education Abroad Program, London
Anthropology and Museum Studies
For Goodness Sake April 2014 - Present
Cetera Financial Group formerly ING Advisors Network April 2010 - April 2014
ING Advisors Network June 2007 - April 2010
Merle Norman Cosmetics September 2000 - January 2007
Douglas Joseph Partners June 1995 - March 2000
CareAmerica Health Plans June 1992 - June 1995
Skills
Typography, Creative Direction, Advertising, Catalogs, Graphic Design, Brochures, Art Direction, Direct Mail, Web Design, Logo Design, Brand Developement, Brand Implementation, Management Of Creative..., Brand Management, Corporate Identity, Illustrator, Mac, Banner Ads, Corporate Branding, Flash Animation, Photoshop, InDesign, photoshoots, Photo Shoots, Illustration, Image Manipulation, Integrated Marketing, Collateral, Brand Development, Adobe Creative Suite
Education
Otis College of Art and Design 1987 — 1991
BFA, Communication Design
ALLETE March 2010 - Present
Spherion Professional Services July 2009 - March 2010
CTCInnovation October 2008 - July 2009
PrimeVest Financial Services January 2008 - October 2008
ING Advisors Network 2005 - December 2007
ING Advisors Network January 2003 - January 2005
PrimeVest Financial Services January 2000 - January 2003
RRV Network 1997 - 1999
Skills
SDLC, SharePoint, Visio, Process Improvement, Oracle, Security, Integration, Software Documentation
Education
University of Minnesota Crookston 1997 — 2000
Bachelor, Information Network Management
Mesabi 1995 — 1997
Associate, Computer Science
UBS Financial Services, Inc. February 2009 - Present
Smith Barney February 2005 - February 2009
ING Advisors Network June 2001 - November 2004
Salomon Smith Barney June 1998 - April 2001
Education
Syracuse University
Bachelor of Arts (B.A.), Psychology & Economics
Apple April 2013 - Present
Sling Media February 2011 - April 2013
Exilant April 2010 - January 2011
Apple Inc. January 2009 - January 2011
Exilant January 2009 - March 2010
Exilant April 2007 - December 2008
iNautix Technologies November 2006 - March 2007
ING Advisors Network October 2005 - March 2007
iNautix Technologies January 2005 - October 2006
iNautix Technologies October 2002 - December 2004
Skills
Teradata, Informatica, Business Objects, MySQL, Cassandra, Solr, Linux, Shell Scripting, Oracle, ETL, Data Warehousing, PL/SQL, Software Project..., Business Intelligence, Database Design, Hadoop, Big Data, Analytics, Unix Shell Scripting
Education
Pondicherry University 1998 — 2002
Bachelors of Technology, Computer Science & Engineering
Iowa Coalition Against Domestic Violence November 2013 - Present
INSPRO Insurance Agency April 2011 - November 2013
MaxLife Chiropractic January 2011 - January 2012
ING Advisors Network October 2008 - March 2009
Wells Fargo August 2007 - April 2008
Wells Fargo January 2007 - August 2007
Skills
Customer Service, Insurance, Account Management, Human Services, Multi Tasking, Organization, Motivated self-starter, Sales Management, Social Services, Management, Microsoft Excel, Team Building
Education
Des Moines Area Community College 2010 — 2014
Associate of Science (A.S.), Human Services
Valley High School 2003 — 2007
Aspect Software January 2013 - Present
NIC Inc. April 2011 - January 2013
BillSoft July 2010 - April 2011
Indus Corporation March 2009 - July 2010
RTW, Inc. May 2008 - March 2009
Rockhill Insurance May 2008 - March 2009
Sapient March 2008 - May 2008
Sapient Corporation October 2006 - May 2008
ING Advisors Network December 2002 - October 2006
Iowa Student Loan July 2002 - December 2002
Skills
ASP.NET, ASP.NET MVC, C#, Microsoft SQL Server, SQL, VB.NET, SSRS, IIS, XML, Web Services, JavaScript, ASP, Visual Basic, HTML, DHTML, Microsoft Dynamics CRM, Software Development, CRM Integration, Web Services API, LINQ, Java, jQuery, .NET, Web Development, Visual Studio, Scrum, TFS, Microsoft CRM, SDLC, Integration
Education
IT Centers 2005 — 2005
MCP, Development
Metropolitan Community College-Maple Woods 1993 — 1996
Associates, Business
Missouri State University 1985 — 1987
Music
Winnetonka - Kansas City Missouri 1981 — 1985
Cliff Spencer Furniture Maker May 2004 - Present
ING Advisors Network February 2005 - November 2009
Otis College of Art and Design September 2001 - July 2004
Real-Time Marketing November 2003 - April 2004
Aquent 2000 - 2004
Hothouse Design and Advertising June 1999 - June 2000
Skills
Graphic Design, Art Direction, Packaging, Art, Product Design, Photoshop, Photography, Web Design, Creative Direction, Social Media, Microsoft Office, Writing, Illustrator, Brand Development, Online Marketing, Magazines, Marketing, Interior Design, Graphics, Furniture
Education
Otis College of Art and Design 1997 — 1999
B.F.A., Communication Arts
University of California, Santa Barbara 1989 — 1993
B.A., Law and Society, Italian, Fine Art
Westlake School
Cetera Financial Group November 2011 - Present
Cetera Financial Group (Formerly ING Advisors Network) February 2010 - January 2012
ING Advisors Network March 2005 - January 2010
Pacific Life November 2002 - March 2005
Aspen Marketing February 2000 - November 2002
Skills
Insurance, Public Speaking, Process Improvement, Series 7, Financial Services, Investments, Project Management, Wealth Management, Project Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Risk Management, Management, Portfolio Management, Finance, Budgets, Team Building, Retirement Planning, Securities, Financial Advisory, Asset Management, Retirement, Series 63, Banking
Education
University of California, Riverside 1994 — 1998
Bachelor of Arts, Sociology/Law and Society
Sunny Hills High School
USAdvisorsNetwork September 2013 - Present
LennickAbermanGroup June 2011 - September 2013
ING Advisors Network 2001 - March 2010
Financial Network (FNIC) September 1996 - December 2000
Americacan Express Financial Services 1982 - 1996
Acuma Financial Planning 1990 - 1994
Skills
Business Strategy, Strategic Financial..., Wealth Management, Financial Services, Investments, Retirement Planning, Leadership Development, Business Development, Start-ups, Leadership, Training, Management Consulting, Investment Advisory, Series 63, Securities, Series 7, Strategy, Portfolio Management, Financial Advisory, Management, Mergers & Acquisitions
Education
University of Minnesota-Duluth 1977 — 1981
BA, Uraban Studies Major with Business Concentration
Arthur J. Gallagher August 2003 - Present
ING Advisors Network 2000 - 2003
Skills
Insurance, Employment Law, FINRA, Professional Liability, Workers Compensation, Arbitration, Commercial Litigation, Claim, Life Insurance, Securities, Property & Casualty..., Liability, Financial Services, Employment Practices..., Underwriting, Brokers, D&O, Legal Liability, Casualty, Captives, General Insurance, Disability Insurance, Directors & Officers..., Commercial Insurance, Risk Management, Reinsurance, Litigation Management, Insurance Law, Commercial Lines, Umbrella Insurance, Product Liability, Fixed Annuities, Financial Risk, ERISA, Health Insurance, Claims Management, Fiduciary
Education
Pepperdine University School of Law 1995 — 1998
J.D.
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1997
MBA
University of California, Los Angeles 1989 — 1993
CUNA Mutual Group August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Charles Schwab May 2011 - August 2012
Mass Mutual May 2010 - May 2011
Ameriprise Financial 2007 - 2010
ING Advisors Network 2000 - 2008
American Express 1984 - 1999
Skills
Financial Advisory, Retirement Planning, Fixed Annuities
Education
Concord Law School - Kaplan University
Law
Duquesne University
BA, Pol Sci
US Bank March 2010 - Present
Schwab Institutional 2008 - 2009
ING Advisors Network 2005 - 2008
Citizens Business Bank 2001 - 2005
Fairplex 1999 - 2001
PFF Bank & Trust 1996 - 1999
Skills
Sales, Business Development, Banking, Financial Services, Wealth Management, Finance, Investments, Relationship Management, Portfolio Management, Mutual Funds, Commercial Banking, Commercial Lending
Education
University of California, Irvine
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Irvine - The Paul Merage School of Business
MBA, Finance & Marketing
Personal Assistant January 2009 - Present
Good Samaritan Hospital September 2010 - December 2011
Yari Film Group / Triyar Companies July 2008 - November 2008
ACI International December 2004 - July 2008
Susan Van Trees December 2003 - December 2004
ING Advisors Network March 2002 - December 2003
DIRECTV, Inc. October 2000 - March 2002
Nissan North America, Inc March 1994 - October 2000
Skills
PowerPoint, Microsoft Excel, Travel Arrangements, Microsoft Word, Outlook, Visio, File Management, Budgets, Accounts Payable, Marketing, Human Resources, Sales
Education
El Camino College 1993 — 1996
Business Associate Degree, Business Studies
City of Circle Pines January 2011 - Present
Cetera Financial Group (formerly ING Advisors Network) February 2010 - Present
ING Advisors Network March 2008 - February 2010
ING Advisors Network March 2004 - March 2008
ING Advisors Network May 1999 - March 2004
United Funding March 1998 - December 1998
Green Tree Servicing June 1996 - March 1998
Skills
PL/SQL, SQL, Visual Basic, Access, Windows, Data Warehousing, SQL Server, Application Development, Software Development, Microsoft Office, Customer Relations, Database Design, Databases, Change Management, Word, Vendor Management, Excel, Compliance, Disaster Recovery, Deployment, Microsoft SQL Server, Business Analysis, Microsoft Excel, SDLC, Visio
Education
University of Minnesota-Morris 1992 — 1996
Bachelor of Arts (BA), International Economics
ING May 1998 - Present
Cetera Financial Group May 1998 - Present
ING Advisors Network 1998 - Present
ING 1998 - 2009
ING Advisors Network 1998 - 2008
Financial Network May 1998 - December 2000
Electro Adapter March 1995 - March 1997
ARCS Mortgage February 1992 - April 1994
Education
Moorpark College 1999 — 2001
Wells Fargo June 2009 - Present
ING Advisors Network April 2008 - March 2009
Atomic Playpen November 2007 - February 2008
Keane November 2005 - October 2007
Keane India June 2003 - November 2005
Cybernet Software Solutions February 2002 - July 2003
FrontPoint Systems Ltd., August 2000 - February 2002
Binary Semantics Ltd. January 2000 - May 2000
Skills
Agile Methodologies, .NET, ASP.NET, Microsoft SQL Server, Web Services, C#, Requirements Analysis, XML, VB.NET, WCF, SQL, Software Development, Software Project..., JavaScript, SOA, SDLC, TFS, T-SQL, SSRS, Enterprise Architecture, UML, Design Patterns, Visual Studio, IIS, SharePoint, Oracle, LINQ, AJAX, SSIS, XSLT, Solution Architecture, PL/SQL, Web Applications, Agile Project Management, Visio, Architectures, Database Design, jQuery, SOAP, Scrum, Visual Basic, Integration, Business Intelligence, Web Development, CSS, MVC, ASP.NET MVC, HTML, Programming, HTML 5
Education
Madurai Kamaraj University 1997 — 2000
Master of Computer Applications, Computer Science
Madurai Kamaraj University 1994 — 1997
Bachelor of Science, Physics
Strategy Asset Managers, LLC March 2001 - Present
ING Advisors Network July 2000 - March 2001
Lexington Management Corporation September 1996 - August 2000
Skills
Mutual Funds, Investment Strategies, Management, Strategic Planning, High Net Worth..., Sales Management, Investment Advisory, Institutional..., Financial Analysis, Business Strategy, New Business Development, Financial Modeling, Investor Relations, Institutional Investors
Education
Fordham Gabelli School of Business
MBA, Finance
St. Lawrence University
BS, Psychology
Cetera Advisor Netrworks LLC, Member FINRA/SIPC 2012 - Present
Food Finders 2009 - 2013
i-Hire January 2012 - November 2012
Cetera Financial Group April 2009 - October 2011
ING Advisors Network April 2001 - March 2009
Financial Network Investment Corporation/Aetna April 1997 - March 2001
Skills
Change Management, Project Management, Customer Satisfaction, Disaster Recovery, Customer Service, Quality Assurance, Mergers, Data Analysis, Equities, MS Project, Operations Management
Education
Jefferson Community College
Computer and Information Sciences, General
Consilio January 2013 - Present
Clearsys Inc, Zenith Insurance Company January 2012 - January 2013
Cetera Financial Group, Formerly ING Advisors Network (Divested) December 2009 - July 2011
ING Advisors Network July 2006 - December 2009
Toyota Financial Services December 2004 - June 2006
Disney Direct May 2004 - December 2004
PeopleTap Inc. and Trainseek.com March 2002 - May 2004
Rain Bird December 2000 - March 2002
Rain Bird December 1996 - December 2000
Rain Bird October 1994 - December 1996
Skills
Project Management, SDLC, Strategy, SQL, Requirements Analysis, Process Improvement, Microsoft SQL Server, Integration, Cross-functional Team..., Agile Methodologies, Business Analysis
Education
Northwestern University 1990 — 1994
B.S., Industrial Engineering and Management Sciences
Nortwestern University 1990 — 1994
Industrial Engineering and Management Sciences, Industrial Engineering
AFC Pensions January 2014 - Present
Sentinel Benefits & Financial Group May 2011 - January 2014
ING Advisors Network June 2007 - June 2011
ING June 2007 - June 2011
CitiStreet May 2007 - June 2008
Angell Pension Group April 2004 - June 2007
Tofias 2000 - 2004
TruStar Solutions 2000 - 2001
Skills
Pensions, Customer Relations, Excel, Microsoft Office, Word, Strategic Planning, Problem Solving, Microsoft Excel, CRM, Management, Project Management, Training, Customer Service, Financial Analysis, ERISA, Retirement Planning, 401k, Microsoft Word, Retirement, Financial Services
Education
Salve Regina University 2003 — 2008
MBA, Finance, General
Bentley University 1992 — 1996
American Honda Motor Company, Inc. September 2011 - Present
Electronic Arts September 2010 - November 2011
ING Advisors Network May 2009 - September 2010
American Honda Motor Company, Inc. June 2006 - February 2010
Tony's PC Parlor September 2005 - May 2006
Computer Geeks October 2003 - September 2005
Micronet Systems October 2000 - August 2001
Alltech Electronics February 1998 - October 2000
Skills
VMware, Troubleshooting, Windows 7, Virtualization, Technical Training, Software Installation, Wireless Networking, Group Policy, VMware ESX, System Deployment, Lotus Notes, XP, Operating Systems, Laptops, Windows Server, Microsoft Exchange, Printers, Servers, Digital Preservation, Active Directory, VPN, Computer Hardware, SCCM, HP, BMC Remedy, Disaster Recovery, Blackberry, IT Operations, VMware Infrastructure, Visio, Altiris, System Administration, Security, Windows XP, Network Security, Information Technology, Network Administration, Networking, DHCP, DNS, Technical Support, Cisco Technologies, Citrix, Hardware
Education
Ascolta Training
Coastline College
El Camino College
South Torrance High School Graduate
ING Advisors Network 2006 - Present
Pomeroy IT Solutions 2004 - 2006
Skills
Negotiation, Software Documentation, Program Management, Technical Support, Business Analysis, Project Management, Testing, Analysis, Business Process, CRM, Disaster Recovery, Leadership, Management, Process Improvement, Quality Assurance, SDLC, SharePoint, Training, Troubleshooting, Vendor Management
Education
University of Kentucky
Sprouts Farmers Market March 2013 - Present
CJRA, LLC 2014 - 2015
ING Advisors Network May 2000 - December 2009
Skills
Insurance, Investments, Securities, Customer Relations, Compliance, Portfolio Management, Trading, Customer Service, Banking, Nonprofits, Financial Analysis, FINRA, Financial Risk, AML, Financial Services, Microsoft Excel, Risk Management, Equities, Credit, Series 24, Teaching, Fixed Annuities, Uniform Combined State..., Series 7, Finance, Loans, Management, Mutual Funds, Investment Advisory, Series 63
Education
Drexel University 2006 — 2010
General Studies with Business Minor
Easy Site Central April 2007 - Present
GoDaddy.com June 2006 - April 2010
ING Advisors Network February 2001 - April 2006
American Fence and Security May 1998 - February 2001
Education
CDI 1983 — 1984
Electronics and Computer science, Computer science and programming
Green River Community College 1983 — 1984
Athletics
Brigham Young University 1981 — 1982
general
The Advisory Board Company April 2013 - Present
The Advisory Board Company August 2009 - March 2013
Purdue University August 2008 - July 2009
OFS Brands June 2008 - August 2008
ING Advisors Network February 2006 - June 2007
Infosys June 2003 - February 2006
Skills
Business Analysis, OPPE, Healthcare IT, Business Intelligence, Healthcare, Databases, Data Warehousing, Healthcare Information..., Program Management, Data Analysis, Project Management, Product Development, Analysis, Integration, SQL, Requirements Analysis, Team Building, Change Management, Six Sigma, Business Process, Business Development, Quality Assurance, Strategy
Education
Purdue University 2007 — 2009
MBA, Operations
Purdue University - Krannert School of Management 2007 — 2009
MBA, Management Operations & General Management
Madras Institute of Technology 1999 — 2003
BE, Electronics
St.Michaels 1995 — 1999
High School, Sciences
Cetera Financial March 2015 - Present
RCS Capital March 2014 - March 2015
Atticus Advisers, LLC 2010 - May 2014
Pershing, LLC October 2006 - 2010
H&R Block 2001 - 2005
ING Advisors Network 1999 - 2001
Principal Financial Group 1988 - 1998
Skills
Executive Management, Strategy Development, Sales Management, Organizational..., Sales Process, Financial Analysis, Marketing Strategy, Investment Advisory, Financial Markets, Investments, Financial Planning, Financial Advisory, Series 24, Series 7, Strategic Financial..., Finance, Investment Management, Alternative Investments, Asset Management, Management, Mutual Funds, Wealth Management, Bonds, Securities, Strategy, FINRA, Business Strategy, Leadership, Financial Services, Series 63, Asset Allocation
Education
Drake University 1977 — 1980
BS, Accounting
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
CEG Worldwide, LLC August 2001 - Present
ING Advisors Network January 2000 - March 2001
IFG Advisory Services January 2000 - March 2001
FSC Securities Corp June 1995 - January 2000
Keogler Investment Advisory February 1998 - February 1999
Associated Financial Planners January 1985 - May 1995
Skills
Investments, Series 7, Wealth Management, Estate Planning, Retirement Planning
Education
Texas Tech University - Rawls College of Business 1980 — 1984
BBA, Finance
TD Ameritrade October 2011 - Present
Morgan Stanley Smith Barney November 2008 - August 2011
E*TRADE Financial January 2004 - November 2008
E*TRADE Financial January 2004 - November 2008
Harrisdirect (Merged with E*TRADE) January 2004 - November 2008
ING Advisors Network September 2000 - January 2003
Ameriprise Financial Services, Inc. August 1998 - September 2000
Foster Jeffries, LLC May 1997 - June 1998
Skills
Wealth Management, Vendor Management, Portfolio Management, Investments, Securities, Customer Service, FINRA, Management, Human Resources, Series 63, Process Improvement, Equities, Training, Financial Services, Recruiting, Mutual Funds, Relationship Management, Series 7, Retirement Planning, Call Centers, Leadership, Team Leadership, Finance, Risk Management, Employee Benefits, Project Management, Series 24, Options
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Business Management and Operations, 3.88 Cum Laude
University of Utah 1992 — 1993
Psychology
RidgeWorth Investments April 2013 - Present
Cetera Financial Group February 2010 - March 2013
ING Advisors Network August 2005 - April 2010
ING June 2004 - July 2005
National Australia Bank June 2003 - June 2004
Longitude Inc. 2000 - 2003
Swiss Re 1998 - 2000
Skills
Marketing, Series 24, Financial Services, Series 7, Mutual Funds, Series 63, Investments, FINRA, Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Fixed Annuities, Marketing Strategy, Portfolio Management
Education
Stanford University 1996 — 1997
MA, Sociology/Organizational Behavior
Stanford University 1993 — 1997
BA, Economics
Trinity Preparatory School 1987 — 1993
High School
Allscripts September 2015 - Present
Cetera Financial Group January 2010 - May 2015
ING Advisors Network October 2006 - January 2010
Los Angeles Regional Foodbank January 2002 - October 2006
Education
University of Southern California 2002 — 2005
Bachelor of Science, Electrical Engineering
Independent Consultant May 2015 - Present
Cetera Financial Group October 2012 - December 2014
Cetera Financial Group September 2006 - October 2012
ING Advisors Network April 2003 - September 2006
Cowen and Company July 1996 - June 2002
State Farm Insurance June 1985 - May 1995
Skills
Business Analysis, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Visio, Microsoft Word, Outlook, Administrative..., Requirements Analysis, Disaster Recovery, Life Insurance, Management, Databases, Finance
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Management Information System, Management Information Systems, General
Los Angeles Harbor College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Voya Financial November 2014 - Present
GeminiRed Creations January 2011 - Present
Voya Financial April 2009 - November 2014
Rinse Bath & Body May 2010 - October 2013
ING Advisors Network March 2009 - September 2009
ING April 2008 - March 2009
Lord & Lady Hair & Day Spa 2006 - 2009
Qualisys Medical Review 1999 - 2006
Dutch Valley Supply 1998 - 2000
Lorensen Toyota 1993 - 1996
Skills
Marketing, Bookkeeping, Management, Networking, Outlook, Customer Service, Sales, Budget, Microsoft Excel, Microsoft Word, Accounting, Entrepreneurship, Human Resources, Payroll, Team Leadership
Education
Chattahoochee Technical College 2008 — 2008
Cosmetology
Gwinnett Technical College 1999 — 2002
Business
Three Rivers Community College 1994 — 1996
Business
Allianz Life Financial Services December 2007 - Present
Wells Fargo Investments September 2004 - 2007
ING Advisors Network 2000 - 2004
Principal Financial Group 1996 - 2000
Skills
Strategy, Business Development, Sales, Strategic Planning, Leadership, Business Process..., Coaching, Insurance, Financial Services, Wealth Management, Fixed Annuities, Training, Management, Retirement
Education
The American College
RICP, Retirement Income Certified Professional
College for Financial Planning
CRPC, Chartered Retirement Plan Consultant
The American College
ChFC, Chartered Financial Consultant
Luther Theological Seminary 1981 — 1985
MDiv, Theology and Pastoral Care
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology
The American College
CLU, Chartered Life Underwriter
Life Insurance Dyvamics June 2014 - Present
ING Financial Partners October 2010 - Present
Partners 2010 - 2014
Partners 2010 - 2014
Total Financial Insurance Services December 2005 - January 2010
ING Advisors Network August 1998 - November 2003
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Universal Life, Insurance, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Long-term Care, Series 6, IRAs, 401k, Estate Planning, Financial Planners, Series 63, Wealth Accumulation, Underwriting, 401k Rollovers, Roth IRA
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance and International Business
Fox Entertainment Group July 2013 - Present
Fox Entertainment Group September 2010 - June 2013
Oakwood Worldwide July 2008 - September 2010
ING Advisors Network December 2007 - July 2008
ING Advisors Network February 2006 - December 2007
University Credit union December 2002 - January 2006
Digital Learning Resources 2001 - 2002
Citibank 1996 - 1999
Citibank 1994 - 1996
Citibank 1992 - 1995
Skills
Training Needs Analysis, Strategic Planning, Leadership Development, Training, Instructional Design, Coaching, Employee Training, E-Learning, Cross-functional Team..., Management, Budgets, Human Resources, Business Planning, Process Improvement, Organizational..., Career Counseling, Leadership, Strategy, Program Management, Workshop Facilitation, Sales Operations, Talent Management, Sales, Technology Needs..., Project Management, Change Management, Account Management, CRM, Executive Coaching, Public Speaking, Performance Management, Organizational..., Career Development, Marketing, Employee Engagement, Recruiting, Employee Relations, Team Building, Succession Planning, Onboarding, Executive Management, Workforce Planning, Talent Acquisition, Organizational Design, Conflict Resolution, Interviews, Staff Development, Applicant Tracking..., MBTI, Personnel Management
Education
New York Institute of Technology-Old Westbury
MS, Instructional Technology
Saint John's University
BS Business Administration, Management
USC Marshall School of Business
MBA
City of Los Angeles January 2011 - Present
US Census Bureau November 2009 - August 2010
City of Los Angeles January 2009 - November 2009
Institute of the Environment, UCLA August 2007 - July 2008
Stanley R. Hoffman Associates January 2007 - September 2007
ING Advisors Network June 1999 - September 2006
Quatrine Furniture Manufacturing September 1998 - May 1999
Catalina Channel Express, Inc. March 1995 - August 1998
Either/Or Bookstore October 1994 - March 1995
Pacific Cookie Company May 1992 - June 1994
Skills
Microsoft Office 2007, ArcGIS, Community Development, GIS, Spatial Analysis, Urban Planning, Sustainability, Environmental Planning, Local Government, CEQA, Policy Analysis, Land Use Planning, Zoning, Transportation Planning, Regional Planning, Community Outreach, Public Policy, Economic Development, Research
Education
University of California, Los Angeles 2006 — 2008
MA, Urban Planning
University of California, Santa Cruz 1990 — 1994
BA, American Studies
San Pedro Senior High 1986 — 1990
University of Richmond April 2005 - Present
Positive Vibe Cafe/Get Lost MD Foundation October 2009 - August 2010
ING Advisors Network 2000 - 2004
Genworth Financial/Life of Virginia 1993 - 1999
Life of Virginia 1993 - 1999
Skills
Fundraising, Grant Writing, Leadership, Philanthropy, Event Management, Volunteer Management, Public Speaking, Marketing, Training, Non-profits, Community Outreach, Higher Education, Program Management, Teaching, Strategy, Grants, Board Development, Workshop Facilitation, Analysis, Program Development, Event Planning, Community Development, Budgets, Newsletters, Management, Proposal Writing, Leadership Development, Nonprofits, Strategic Planning, Marketing Strategy, Social Sustainability
Education
University of Richmond
Masters in Nonprofit Studies, Sustainability
University of Richmond 2006 — 2007
Post Bac, Teacher Licensure
The American College 1995 — 1997
MSFS, Financial Services
Gettysburg College 1981 — 1985
BA, Business Administration
Cetera Advisor Netwoks LLC December 2013 - Present
Cetera Financial Group September 2009 - December 2013
ING Advisors Network December 2005 - August 2009
Transamerica 2003 - 2005
Great-West Life and Annuity Insurance Company 1997 - 2003
Skills
Compliance, FINRA, Securities, Investments, Mutual Funds, Social Media
Education
Denver Paralegal Institute 1997 — 1998
Paralegal Certificate, Legal
Occidental College 1970 — 1974
A.B., Sociology and Education
The Timken Company 2010 - 2013
The Timken Company 2003 - 2009
ING Advisors Network 1999 - 2002
Zalick, Torok, Kirgesner, Cook & Co. 1998 - 1999
Ciuni & Panichi, Inc. 1995 - 1998
Skills
Accounting, Financial Accounting, Financial Reporting, Analytics, Acquisitions, Acquisition Integration, Due Diligence, Vendor Management, Contract Negotiation, Contract Management, Controllership Functions, SAP, Budget, Forecasting, Sarbanes-Oxley Act, General Ledger, Consolidation, Budgets, Six Sigma, Manufacturing, Business Process..., Auditing, Finance, Business Planning, Cost Accounting, Leadership, Financial Analysis, Hyperion Enterprise, ERP, Internal Audit, Mergers & Acquisitions, Process Improvement, Managerial Finance
Education
Kent State University 1987 — 1994
BBA, Accounting
DyMedisys July 2013 - April 2015
Ranstad / Ameriprise Financial May 2012 - April 2013
Gerber Ambulance Services August 2010 - October 2011
ING Advisors Network April 1997 - December 2007
Skills
knowledge of..., Medisoft/Med 2000/Claim..., Medical/Dental..., Posting payments and..., Computerized..., Data Entry, Customer Service, E-drawer, Hiring/ Training/..., OSHA and HIPAA Certified, Insurance, Payments, Microsoft Office, Outlook, Word, Excel, Supervisory Skills, Billing, Coaching, Medical Coding, Microsoft Word, Training, Process Scheduler, Invoicing, Administrative..., Telephone Skills, PowerPoint, Microsoft Excel, Filing, Access, Administrative...
Education
Everest College-Gardena 2009 — 2010
Medical Insurance Billing and Coding
ING Advisors Network April 1984 - Present
Skills
Financial Services, Capital Markets, Insurance, Financial Modeling, Asset Allocation, Investment Advisory, Investment Strategies, Financial Advisory, Credit Risk, Corporate Finance, Retail Banking, Strategic Financial..., Relationship Management, Credit, Credit Analysis, Financial Analysis, Finance, Loans, Due Diligence, Financial Planning
Education
Florida International University
Miami Dade College
Cetera Financial Group November 2008 - April 2010
ING Advisors Network November 2007 - April 2010
The Financial Services Network 2010 - 2010
LPL Financial 2010 - 2010
Pacific Life January 1998 - November 2007
Pacific Life Insurance 1998 - 2007
DEAN WITTER (now MORGAN STANLEY) January 1996 - January 1998
Resolution Trust Corporation 1995 - 1997
Skills
Mutual Funds, Annuities, Insurance, Series 7, Investments, Retirement Planning, Securities, Annuity, Problem Solving, Customer Relations, Fixed Annuities, Customer Service, Series 63, Retirement, Life Insurance, Variable Annuities, Sales, Management, 401k, Asset Allocation, IRAs, Series 24, Wealth Management, Long-term Care, Series 6, Equities, Sales Operations, FINRA, Estate Planning
Education
Long Beach High School, New York
Academic, Academic
Pacific Life Academy
UCLA
B.A, Anthropology
Cetera Financial Group February 2010 - Present
ING Advisors Network January 2001 - February 2010
Financial Network Investment Corporation November 1998 - January 2001
Miterko & Associates June 1994 - November 1998
Shearson Lehman Brothers January 1988 - September 1993
Citigroup Global Markets September 1992 - July 1993
E.F. Hutton & Company June 1986 - January 1988
Founder's Property Corporation October 1985 - June 1986
Stonehenge Capital Corporation April 1983 - August 1985
The Equitable Life Insurance Company August 1981 - April 1983
Skills
Investments, Series 7, Due Diligence, Series 63, Relationship Management, Alternative Investments, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services, Securities, Networking, Portfolio Management, Investor Relations, Asset Management, Investment Strategies, Investment Management, Financial Advisory, Retirement Planning
Education
The University of Montana - School of Business Administration 1977 — 1981
BS, Business Administration, minor Finance
Citadel LLC February 2015 - Present
Freepoint Commodities August 2012 - February 2015
Genscape, Inc. May 2012 - August 2012
Societe Generale Energy February 2011 - March 2012
RBS Sempra Commodities February 2010 - January 2011
EnCana 2007 - 2009
ING Advisors Network 2005 - 2007
Schaefer Financial Management 2004 - 2005
Skills
Commodity, Hedging, Financial Modeling, Commodity Markets, Fundamental Analysis, Valuation, Energy Markets, Access, SQL, Energy, Analysis, Investments, Mergers & Acquisitions, Microsoft SQL Server, Microsoft Excel, Series 7, Negotiation, Portfolio Management, Economics, Natural Gas, Econometrics, SAS, Visual Basic, PowerPoint, Due Diligence, Trading, Investment Banking, Forecasting, Strategic Planning, Strategic Negotiations, Legal, Team Leadership
Education
University of Denver - Sturm College of Law 2005 — 2009
JD
University of Denver 2001 — 2004
BSBA, Statistics, Philosophy
Voya Financial January 2015 - Present
Voya Financial November 2009 - Present
E-Z Data April 2008 - November 2009
ING Advisors Network November 2000 - March 2008
Tata Consultancy Services February 1993 - September 2000
Skills
Web Applications, CRM, Retirement Planning, Life Insurance, Business Analysis, Wealth Management, Enterprise Software, Insurance, Program Management, Team Building, Requirements Analysis, Financial Services, Vendor Management, Salesforce.com, IT Strategy, IT Management, Retirement, Sales, Business Process..., Software Development, Financial Advisory, SDLC, Solution Architecture, Leadership, Enterprise Architecture
Education
Indian Institute of Technology, Bombay 1991 — 1993
M.S., Electrical Engineering
Visvesvaraya National Institute of Technology 1987 — 1991
B.E., Electrical
WGBH January 2015 - Present
Diesel June 2014 - June 2014
Viacom March 2012 - September 2013
Diesel October 2012 - March 2013
MTV Networks September 2011 - March 2012
MTV Networks September 2010 - September 2011
Regan Communications January 2010 - April 2010
Nixon Peabody June 2009 - August 2009
ING Advisors Network June 2008 - August 2008
Skills
Cision, Social Media, Facebook, Event Planning, Social Media Marketing, Integrated Marketing, Press Releases, Social Networking, Advertising, Public Relations, Editing, Television, Blogging, Marketing Communications, Media Relations, PowerPoint
Education
Boston College 2006 — 2010
Bachelor of Arts, Communications; Theatre
University College Dublin 2008 — 2009
Philosophy, Sports Marketing, Dramatic Studies
U.S. Bank September 2013 - Present
C.H. Robinson Worldwide, Inc. July 2012 - July 2013
Wells Fargo Company April 2004 - June 2012
US Bank February 2003 - April 2004
Bank of America August 2001 - December 2002
ING Advisors Network August 1999 - August 2001
US Bank March 1993 - August 1999
Skills
Learning Management, Instructional Design, Blended Learning, Leadership Development, Coaching, Organizational..., Process Improvement, Training, Change Management, E-Learning, Team Building, Needs Analysis, Training Delivery, Talent Management, Project Management, Consultation, Training Facilitation
Education
St. Cloud State University
BA/BA, Political Sci/Sociology
St. Cloud State University
PalmerHouse Properties September 2015 - Present
Pinnacle City Group/PHP Commercial October 2011 - September 2015
Pinnacle City Marketing 2001 - October 2011
CB Richard Ellis 2007 - 2009
Siddall, Inc 2000 - 2001
ING Advisors Network 1999 - 2000
Skills
Real Estate, Retail, Social Media, Landlord, Customer Relations, Advertising, B2B, REO, Management Consulting, SEO, 1031 Exchanges, B2C, Contract Negotiation, Real Estate Development, Leases, Property Management, Strategic Planning, Investment Properties, Site Selection, Marketing Strategy, Brokerage, Real Estate Investment, Market Analysis, Dispositions, Tenant, Location Intelligence, Disposition, Landlords, Marketing, Investors, Commercial Real Estate, Business Development, Property, Sales, Tenant Representation, CRM, Shopping Centers, Short Sales, Customer Service
Education
The University of Georgia 1989 — 1992
MMC, Journalism, Communications
Duke University 1982 — 1986
AB, History
Collegiate School 1970 — 1982
1st Global February 2015 - Present
1st Global April 2011 - February 2015
1st Global March 2005 - April 2011
ING Advisors Network October 1998 - March 2005
IFG Network Securities March 1992 - October 1998
Pennington, Bass 1989 - 1992
Skills
Managerial Finance, Finance, Accounting, Securities, Insurance, Budgets, Financial Advisory, Human Resources, Employee Benefits, Strategic Financial..., Series 7, Corporate Finance, Strategic Planning, Investments, Financial Planning, Leadership, Wealth Management, Budgeting, FINRA, Risk Management, Financial Management
Education
Baylor University 1982 — 1987
BBA, Accounting, Finance
Baylor University - Hankamer School of Business 1982 — 1987
BS, Accounting, Finance
KeyBank February 2011 - Present
Polestar Communications November 2009 - January 2011
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors January 2006 - October 2008
ING Advisors Network 1993 - 2001
Skills
Strategic Communications, Internal Communications, Public Relations, Change Management, Communications Planning, Marketing Strategy, Social Media, Financial Services, Project Management, Strategic Planning, Management, Team Building, Strategy, Email Marketing, Mergers & Acquisitions, Integration, Marketing, Communication Training, Sales, Integrated Marketing, Leadership, Corporate Communications, Finance, Crisis Communications, Marketing Communications, Direct Marketing, Media Relations, Newsletters
Education
Kent State University 1988 — 1991
BFA, Journalism with a minor in history
Organized Sportswear April 2015 - Present
The Home Depot February 2013 - April 2015
Plan B Solutions March 2004 - July 2012
GES EMEA January 2008 - July 2008
ING Advisors Network August 2006 - March 2007
News America Marketing November 1996 - June 2003
Matthews International October 1994 - November 1996
Moore Data Management December 1989 - October 1994
Deluxe Corporation June 1985 - September 1989
Skills
Marketing, Marketing Strategy, Strategic Planning, Social Media Marketing, Advertising, Email Marketing, Online Advertising, Marketing Communications, Team Building, Social Media, Project Management, Process Improvement, Customer Service, Sales Management, Public Speaking, Graphic Design, Business Development, Sales, Leadership, Management, Competitive Analysis, Budgets, Adobe Creative Suite, Coaching, Negotiation, Social Networking, Retail, Time Management, Facebook, Trade Shows, Event Planning, Event Management, Public Relations, Online Marketing, Fundraising, Human Resources, Account Management, Merchandising, Training, Team Leadership, Customer Satisfaction, New Business Development, Entrepreneurship, Market Research, Leadership Development, Direct Marketing, Strategy, Microsoft Office, B2B, Business Planning
Education
University College - Azusa Pacific University 2015 — 2016
Bachelor’s Degree, Applied Studies
Azusa Pacific University 1997 — 2010
Organizational Leadership
Western Illinois University 1983 — 1984
Business Management
Millikin University 1980 — 1982
Business
3oh8 LLC April 2014 - Present
iCrossing June 2013 - March 2014
Hyundai Information Service North America (HISNA) April 2013 - June 2013
iCrossing April 2008 - April 2013
ING Advisors Network August 2007 - January 2008
Carlson Marketing Worldwide March 1998 - August 2007
Microm, Inc. September 2004 - September 2006
Skills
Cross-functional Team..., PMP, Project Management, SDLC, Agile Project Management, Process Improvement, Scrum, Agile Methodologies, Software Project..., CRM, ITIL, Vendor Management, Management, Business Analysis, Six Sigma, Certified Scrum Master..., Certified Scrum Product..., Consulting, Requirements Analysis, E-commerce, Program Management, Project Delivery, Leadership, Information Technology
Education
University of Saint Thomas 2000 — 2002
Master's Degree, Software Engineering
Minnesota State University, Mankato 1993 — 1998
Bachelor's Degree, Interdisciplinary Computer Information Sciences
Financial Finesse January 2010 - Present
American Money Management June 2008 - April 2009
Motions March 2008 - April 2009
Robbins Umeda and Fink May 2007 - August 2007
Raj for Congress June 2006 - August 2006
Charles Schwab and Co, Inc. May 2005 - June 2006
ING Advisors Network February 2002 - May 2005
Edward Jones Investments July 2000 - February 2002
Kaplan Educational Centers September 1999 - July 2000
Washington Square News January 2000 - May 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Allocation, Financial Planners, Insurance, Retirement, Mutual Funds, Financial Services, Investment Strategies, Financial Education, Investment Management, Financial Planning, Series 63, Financial Advisory
Education
University of San Diego School of Law 2006 — 2009
JD
New York University 1997 — 2000
BA
Cetera Financial Group February 2010 - Present
ING Advisors Network September 2005 - February 2010
Capital Group Companies June 2002 - June 2005
CarParts Technologies April 1999 - March 2002
Gale Triangle January 1998 - February 1999
Skills
Administrative Support, Scheduling, Spreadsheets, Coordination, Calendars, PowerPoint, Excel, Outlook, Word, Microsoft Office, Problem Solving, Customer Service, Event Planning, Visio, Windows, Team Building, Vendor Relations, Teamwork, Writing, SharePoint, Typing, Data Entry, Microsoft Word, Microsoft Excel, Administrative..., Travel Arrangements, Expense Reports, Process Scheduler, Invoicing, Leadership, Access, Lotus Notes, Project Management, Calendaring, Accounting, Office Management, Databases, Interviews, Project Planning, System Administration, Administrative...
Education
Long Beach City College 1993 — 1998
Woodrow Wilson High School 1989 — 1993
Diploma
Long Beach City College
Business/Commerce, General
Chloe + Isabel Inc. April 2013 - Present
Stella & Dot May 2012 - March 2013
Petrol Advertising October 2006 - August 2009
ING Advisors Network September 2005 - September 2006
Creative Artists Agency July 2004 - September 2005
Anthropologie 2003 - 2004
Skills
Advertising, Online Advertising, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Packaging, Styling, Fashion Jewelry, Integrated Marketing, Creative Strategy, Online Marketing, Marketing Communications, Fashion, Facebook, Outdoor Advertising, Social Networking, Entertainment, Merchandising, Account Management, Apparel
Education
Fashion Institute of Design & Merchandising 2003 — 2004
AA, Visual Communications
University of Southern California 2000 — 2003
BS, Music Industry
Free-lance January 2009 - Present
ING Advisors Network October 2007 - December 2008
Education
Maharishi University of Management 1999 — 2001
MullinTBG July 2013 - Present
Cetera Financial Group February 2010 - June 2013
ING Advisors Network December 2007 - February 2010
Aon / Mercury Insurance October 2006 - December 2007
AIG VALIC August 2004 - October 2006
AIG SunAmerica 1999 - 2004
Skills
Leadership, Insurance, Risk Management, Customer Service, Securities, Training, Process Improvement
Education
California State University-Northridge 1990 — 1992
Voya Financial May 2015 - Present
Voya Financial May 2015 - Present
Cetera Financial Group January 2011 - May 2015
Cetera Financial Group 2006 - 2010
ING Advisors Network 2000 - 2006
Skills
Series 7, Financial Advisory, Wealth Management, Securities, Series 24, Project Management, Mutual Funds, Investment Advisory, Investments, Series 63, Financial Services, Portfolio Management, Retirement Planning, Asset Allocation, FINRA
Education
California State University-Long Beach - College of Business Administration 1989 — 2003
Bachelors of Science, Finance, Finance
TD Ameritrade August 2009 - August 2015
Innovative Solutions Insurance Services, LLC August 2008 - July 2009
ING Advisors Network January 2006 - August 2008
AIG SunAmerica July 1999 - January 2006
Skills
Series 63, Series 7, Retirement Planning, Securities, Series 6, Mutual Funds, Investments, Asset Allocation, Retirement, Financial Advisory, IRAs, Alternative Investments, Financial Services, FINRA, Investment Advisory, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Separately Managed..., Wealth Management, Variable Annuities, Series 24, Series 65, Equities, Estate Planning, Investment Management, Investment Strategies, Life Insurance, Retirement Plan..., Roth IRA, Term Life Insurance, Uniform Combined State..., Wealth, Financial Planning
Education
St. Cloud State University 1988 — 1990
TD Ameritrade Institutional July 2010 - Present
LPL Financial Services September 2006 - July 2010
ING Advisors Network July 1997 - August 2006
Skills
Series 7, Series 24, Retirement, Investments, Securities, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Investment Advisory, FINRA, Asset Management, Wealth Management, Relationship Management, Investment Strategies, Alternative Investments, Financial Advisory, Asset Allocation, Series 63, Investment Management, Strategic Financial...
Education
University of California, Berkeley 1995 — 1997
Bachelor of Arts (BA), Economics
NHS
NHS
NHS
NHS
NHS
ING Advisors Network Executive AssistantING2004 - Present
Education
University of Santo Tomas 1974 — 1978
Cetera Financial Group February 2010 - May 2014
ING Advisors Network June 2009 - January 2010
ING Americas March 2007 - May 2009
ING Advisors Network 2002 - 2007
ING Life Direct 1999 - 2000
ING Medical Risk Solutions 1997 - 1999
Taco Bell, a division of PepsiCo June 1992 - June 1996
Bain & Company 1986 - 1992
Chevron USA 1980 - 1984
Skills
Series 7, Mutual Funds, Investments, Investment Management, Financial Analysis
Education
Stanford University 1986 — 1988
Oregon State University 1975 — 1980
BS, Chemical Engineering
Jackson June 2014 - Present
Cetera Financial Group April 2007 - June 2014
ING April 2009 - February 2010
ING Advisors Network April 2007 - February 2010
US Bank May 1998 - March 2007
U.S. Bank 1998 - 2007
Skills
Marketing Strategy, Direct Marketing, Product Marketing, Email Marketing, Lead Generation, Thought Leadership, Product Development, Product Management, Event Management, Event Planning, Marketing Communications, Public Relations, Business Analysis, Expense Management, Financial Services, Series 7, Marketing, Series 63, B2B Marketing, Series 24
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA
Gustavus Adolphus College 1989 — 1993
BA
Xavier High School 1985 — 1989
HS
Gustavus Adolphus College
Cetera Financial Group June 1998 - Present
ING Advisors Network 1998 - 2010
Education
Iowa State University 1980 — 1984
Marco, Inc. March 2013 - Present
Cetera Financial Group September 2008 - March 2013
ING Advisor's Network January 2001 - September 2008
ING Advisor's Network January 2001 - September 2008
PrimeVest Financial Services, Inc January 1994 - January 2001
PrimeVest Financial Services, Inc January 1991 - January 2001
PrimeVest Financial Services 1993 - 2001
PrimeVest Financial Services, Inc January 1993 - January 1994
Dairyland Computers and Consulting January 1988 - January 1991
Skills
Process Engineering, Disaster Recovery, Application Development, Customer Relations, Budgeting, Budgets, IT Strategy, Software Development, Windows, Risk Management, Leadership, Requirements Analysis, Vendor Management, Project Management, SDLC, Customer Service, Program Management, Business Analysis, Access, Telecommunications, Software Project..., Change Management, Process Improvement, Team Leadership, Lean Management, Management, EMC Storage, Cisco Technologies, Quality Assurance, IT Management, Information Technology, Thin Computing, Salesforce.com, Integration, SharePoint, CRM, Visio, Data Center, Active Directory, ERP, ITIL, Enterprise Architecture, Software Documentation, Project Portfolio..., Crestron, APC UPS, Business Process..., IT Operations, Servers, Requirements Gathering
Education
North Dakota State College of Science 1986 — 1990
Computer Porgramming and Microcomputer Technologies
North Dakota State College of Science 1986 — 1988
I; Degree, Micro-Computer Systems and
The University of North Dakota
General Studies, Business Administration and Management, General
New River Associates June 2007 - Present
ING Advisors Network March 2004 - May 2007
ING Advisors Network / Financial Network Investment Corporation February 1990 - March 2004
Angeles Corporation March 1985 - February 1990
Education
University of California, Santa Barbara 1980 — 1984
Cetera Financial Group December 2014 - Present
Cetera Financial Group September 2013 - Present
ING Advisors Network March 2003 - February 2009
ING 2003 - February 2009
GE Private Asset Management 2000 - 2003
Centurion Capital Management 2000 - 2002
Manning, Leaver, Bruder & Berberich 1996 - 1999
Skills
Financial Services, Management, Asset Management, Risk Management, Series 7, Mutual Funds, Due Diligence, Securities, Corporate Finance, Financial Advisory, Investments, Series 63, Banking, Leadership, Wealth Management, Change Management, Finance, Business Analysis, Strategic Planning, Relationship Management, Vendor Management, Project Management, Alternative Investments, Mergers & Acquisitions, Strategy
Education
Southwestern University School of Law 1992 — 1995
Juris Doctor
Syracuse University 1987 — 1991
BA
Pittsford Mendon High School 1984 — 1987
Cetera Financial Group January 2010 - Present
ING Advisors Network October 2005 - January 2010
Multi-Financial Securities Corp 2004 - 2005
United Securities Alliance February 2001 - June 2004
Skills
Certified Fraud Examiner, Securities, Risk Management, Financial Services, Series 7, FINRA, Financial Risk, Mutual Funds, Financial Analysis, Auditing
Education
University of Arkansas at Little Rock 1992 — 1996
Bachelor, Finance
Voya Investment Management March 2012 - Present
ING Investment Management November 2007 - February 2012
ING Investment Management July 2003 - 2007
ING Advisors Network October 2001 - June 2003
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Collateral Management, Portfolio Management, Equities, Sarbanes-Oxley Act
Education
Simmons College 1995 — 1999
Bachelors of Science, Double Major in Accounting & Marketing
MHX Racing, Inc October 2013 - Present
Cetera Financial Group February 2010 - September 2013
ING Advisors Network 2005 - February 2010
Skills
Risk Management, FINRA, Series 24, Corporate Governance, Series 7, Business Analysis, Licensing, Project Management, Securities, Microsoft Word, Microsoft Excel, Management, Mergers & Acquisitions, Securities Regulation
Education
University of California, Los Angeles 1983 — 1985
ING Financial Partners March 2006 - Present
ING Advisors Network March 2006 - Present
AIG Retirement Services March 1996 - March 2006
Education
The University of Texas at Arlington 1975 — 1979
BBA, Business Administration
Sassafras Creative June 2008 - Present
Pinnacle Advertising April 2007 - August 2008
ING Advisors Network April 2000 - April 2007
Skills
Graphic Design, Art Direction, Creative Direction, Web Design, Web Development, Web Project Management, Project Management, SEO, Organic Search, Marketing
Education
Art Students League of New York
Parsons School of Design
Rutgers University-New Brunswick
BA
Yusen Logistics (Americas), Inc. February 2012 - Present
Express Employment Professionals March 2011 - February 2012
ING Advisors Network March 2007 - September 2007
TriCom Quest May 2006 - March 2007
Skills
Spelling, Grammar, Typing, Microsoft Office, Organization, Retail, Office Administration, Outlook, Spreadsheets, Accounting, Accounts Payable, Customer Service, Data Entry, Microsoft Excel
Education
California State University-Dominguez Hills 2004 — 2005
Finance, Business
Cetera Financial Group March 2009 - Present
ING Advisors Network February 2000 - March 2010
Skills
Payments, Banking, Product Management, Financial Markets, Retail Banking, Internet Banking, Business Analysis, Portfolio Management, Credit Cards, Derivatives, Commercial Banking, Credit Risk, Financial Services, Fixed Income, Risk Management
Education
University of Georgia - Terry College of Business 1980 — 1984
Planview January 2014 - Present
Planview May 2008 - Present
Capgemini September 2007 - May 2008
ING Advisors Network November 2005 - September 2007
ING Americas September 2003 - November 2005
ING Americas June 2002 - September 2003
Arthur Andersen August 2001 - June 2002
Georgia Department of Audits September 1998 - July 2000
Skills
Successfully passed the..., Planview Enterprise, PeopleSoft Financial, Hyperion Planning, Oracle Financial, Adjunct Professor at..., Microsoft Excel, Visio, Project Portfolio..., Enterprise Portfolio..., Strategic Planning, Strategic Financial..., Enterprise IT Strategy, Capital Budgeting, Budget Process, Operating Budgets, Department Budget..., Financial Analysis, Financial Reporting, Corporate Finance, Corporate Financial..., Financial Accounting, Capital Projects, Resource Management, Project Management, Service Portfolio..., IT Capital Planning, Capital Project Planning, Cost Center Management, Forecasting, Accounting, Finance, Budgets, Demand Management, Business Process..., PMP, PMO, Strategy, Professional Services, Cross-functional Team..., Analysis, Integration, Financial Planning
Education
Georgia State University
MBA, Masters, Business Administration; Accounting
Auburn University 1994 — 1998
B.S., Bachelor of Science, Accounting
XL Global Services November 2010 - Present
Polaris Software Lab August 1999 - October 2010
UBS Investment Bank May 2007 - December 2009
SDI June 2006 - May 2007
ING Advisors Network June 2005 - May 2006
Citigroup July 2000 - August 2005
Skills
Microsoft SQL Server, SOA, ASP.NET, .NET, SSIS, VB.NET, C#, Java, Analysis Services, Microsoft Technologies, WCF, Web Services, SDLC, Agile Methodologies, Oracle, UML, Enterprise Architecture, SQL, Databases, PL/SQL, Java Enterprise Edition, Software Development, XML, ETL, Solution Architecture, Business Process, Requirements Analysis, Data Warehousing
Education
Madras University 1996 — 1999
MCA, Computer Applications
Madras Christian College 1989 — 1994
B.Sc, M.Sc, Physics
Edward Jones 2014 - Present
Marymount California University April 2011 - Present
ING Advisors Network July 2006 - February 2010
ING Advisors Network January 2000 - September 2005
Fender Musical Instruments 1991 - 1995
Skills
Fundraising, Philanthropy, Event Planning, Customer Service, Higher Education, Non-profits
Education
Azusa Pacific University
Liberal Studies
VF Corporation 2007 - Present
VF Corporation 2007 - April 2012
Denny's 2004 - 2006
Gartmore Global Investments 2002 - 2004
Nationwide Insurance 2002 - 2004
ING Advisors Network 2001 - 2002
Aetna Life & Casualty 1993 - 2001
Aetna Life & Casualty July 1993 - February 1998
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman Brothers 1986 - 1990
Education
University of Pennsylvania 1980 — 1984
BS, Economics
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Marketing & Organizational Management
DIRECTV July 2005 - Present
ING Advisors Network February 2003 - June 2005
Ernst & Young 1998 - 2001
Education
University of California, Santa Barbara 1990 — 1995
Pete W. Whaley, Attorney at Law November 2009 - Present
Ackman Lorenz Gatlin & Voelker June 2008 - November 2009
Grant County Attorney June 2008 - January 2009
Clark & Ward January 2008 - June 2008
ING Advisors Network April 2001 - January 2008
ING Advisors Network 2001 - 2008
Community Trust Bank November 1994 - July 1998
Education
Salmon P. Chase College of Law
Juris Doctor
Georgetown College 1990 — 1994
B.S, Finance
Judicial Externship: US District Court, Eastern District of Kentucky
U.S. Bancorp 2004 - Present
ING 2001 - 2003
ING/Washington Square Securities 2001 - 2003
ING Advisors Network 2001 - 2003
American Express Financial Advisors 1998 - 2001
Skills
Wealth Management, Mutual Funds, CRM, Product Management, Asset Management, Strategy, Securities, Strategic Planning, Equities, Financial Advisory, Series 7, Investment Management, Investments, Insurance, Competitive Analysis, Program Management, Risk Management, Financial Services, Marketing, Asset Allocation, Alternative Investments, Portfolio Management, Relationship Management, Banking, Retirement, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Marketing
BT/INS January 2009 - Present
Virteva Consulting October 2006 - January 2009
Ameriprise Financial 2006 - 2007
Netco Government Services October 2004 - October 2006
Qwest Communications May 2001 - September 2004
Netigy August 2000 - May 2001
Comdisco November 1996 - August 2000
ING Advisors Network November 1985 - November 1996
norwest information services April 1981 - April 1984
Skills
Disaster Recovery, Troubleshooting, Data Center, Cisco Technologies, WAN, Network Security, Network Design, Security, VoIP, Managed Services, IT Strategy, Unified Communications, LAN-WAN, Enterprise Architecture, Firewalls
Education
Indiana University Bloomington 1976 — 1978
AA, Business
Atlanta June 2012 - Present
Asset Advisors Group, LLC January 2011 - June 2012
MFG.com October 2009 - January 2011
Independent Contractor January 2009 - October 2009
ING Advisors Network November 2007 - November 2008
ING Advisors Network November 2003 - November 2007
ING Investment Management September 2001 - November 2003
Skills
Management, Financial Services, Financial Analysis, Customer Service, Business Strategy, Account Management, Insurance, CRM, Salesforce.com, Sales
Education
Georgia State University 2000 — 2001
MBA
Georgia Institute of Technology 1997 — 2000
BS, Management
TD Ameritrade July 2008 - Present
CrossFit Thumbs Up May 2011 - Present
ING Advisors Network 2007 - 2008
Skills
Series 7, Series 66, Retirement Planning, Investments, Equities, Asset Allocation, Personal Training, Fitness Training, CrossFit, Options Strategies, Mutual Funds, Nutritional Counseling, Modern Portfolio Theory, Futures Trading, Fitness Consulting, Olympic Lifting, Sales, RIAs, Finance, Wealth Management, Investment Strategies, Uniform Combined State..., Securities, Portfolio Management, Currency Futures
Education
University of South Florida 2002 — 2007
Finance, Finance and Marketing
University of South Florida 2002 — 2007
Bachelor's degree, Business Administration; Finance
ING Advisors Network February 2008 - Present
Wells Fargo Home Mortgage November 1997 - December 2007
Education
Morningside College
Cetera Advisor Networks LLC March 2003 - Present
ING Advisors Network March 2003 - June 2005
AIG Advisor Group June 2002 - March 2003
Manulife Financial August 1999 - June 2002
SkyView World Media July 1998 - July 1999
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Securities, Insurance, Financial Services, Asset Allocation, Life Insurance, 401k, Financial Planners, IRAs, Finance, Wealth Accumulation, Long Term Care Insurance, Bonds, Small Business, Personal Finance
Education
University of California, Los Angeles 2007 — 2007
Certified Financial Planner
California State University-Long Beach - College of Business Administration 1992 — 1996
Bachelor of Science (B.S.), Business Marketing
Dimensional Fund Advisors November 2004 - October 2009
ING Advisors Network 1994 - 2004
Education
Meredith Manor International Equestrian Center
Riding Master, Hunters/Jumpers with Teaching emphasis
Salem International University
VantaQuest November 2013 - Present
Erman Retirement Advisory December 2011 - October 2013
Associated Securities Corporation October 2008 - December 2009
Quantum Consulting July 2007 - April 2008
ING Advisors Network 2002 - 2006
Financial Network 1999 - 2000
Education
UCLA Extesion 2009 — 2010
Certificate of Translation and Interpretation/English-Spanish
University of California, Los Angeles 1995 — 1997
BA, International Economics
City of Los Angeles August 2008 - Present
Cal State Dominguez Hills August 2010 - Present
ING Advisors Network 2001 - 2008
Western Asset Management 1999 - 2001
Financial Network Investment Corporation, Member SIPC October 1995 - 1999
Skills
Risk Management, Asset Allocation, Financial Analysis, Portfolio Management, Bonds, Fixed Income, Investments, Investment Strategies, Equities, Alternative Investments, Capital Markets, Due Diligence, Mutual Funds, Analysis, Asset Managment
Education
University of Southern California - Marshall School of Business 2003 — 2006
MBA, Strategic Management
California State University-Long Beach - College of Business Administration 1989 — 1993
BS, Finance and Real Estate
cal state dominguez
Wells Fargo Home Mortgage July 2014 - Present
Visiont June 2013 - July 2014
Marsh October 2012 - June 2013
Marsh July 2010 - October 2012
ING Advisors Network 2007 - 2010
Skills
PMP, Project Portfolio..., Business Analysis, Vendor Management, PMO, Risk Management, Process Improvement, Project Management, Insurance, Requirements Gathering, Visio, Business Process, Program Management, Requirements Analysis, SDLC, MS Project, SharePoint
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts Degree, Elementary Education
DIRECTV May 2007 - Present
AMC Mortgage Services 2005 - 2007
ING Advisors Network 2002 - 2005
SunAmerica 1992 - 1994
Skills
SDLC, Business Intelligence, Business Analysis, Management, Requirements Analysis, Project Management, Vendor Management, Process Improvement, Leadership, Visio, Integration
Education
University of California, Los Angeles 1984 — 1990
BS, Electrical Engineering
University of California, Los Angeles
BS Electrical Engineering
ING Advisors Network 2005 - Present
ING Retirment Service October 2000 - July 2009
ING 2007 - 2008
Putnam Investments June 1998 - October 2000
Skills
Business Analysis, Banking, Process Improvement, Financial Services, Risk Management, Strategic Planning, Relationship Management, Business Process..., Change Management, Insurance, Vendor Management, Analysis, Outsourcing, Portfolio Management, Program Management
Education
University of Phoenix 2003 — 2005
Business Management
Queens College 1981 — 1984
Music
MXM (Meredith Xcelerated Marketing)/Genex January 2011 - Present
ING Advisors Network February 2002 - December 2010
Siegel & Gale 2000 - April 2001
Musicosm.com January 1997 - December 1999
American Express Financial Advisors January 1994 - October 1995
Skills
Project Management, Cross-functional Team..., Staff Management, Vendor Management, Web Project Management, Website Development, Mobile Applications, Web Applications, Relationship Marketing, Relationship Management, Financial Services, Technology Marketing, Marketing, Competitive Analysis, Product Marketing, Management, Online Marketing, PMP, Product Development, Consulting, Digital Marketing, Strategy
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Marketing, IT/IS
University of Michigan 1989 — 1993
Bachelors, Communication, Marketing
Voya Financial May 2013 - Present
ING November 2008 - May 2013
ING Advisors Network 2008 - 2011
Century 21 C&S Prop 2007 - 2009
Mercer 1996 - 2008
Putnam Investments 1993 - 2008
Skills
Record Keeping, Financial Reporting, Customer Service, Coaching, Human Resources, Management, Microsoft Excel, PowerPoint, 401k, Microsoft Office, Bookkeeping, Microsoft Word, Banking, Employee Benefits, Insurance, Relationship Management
Education
Lesley University 2004 — 2006
BA, American Studies
Quincy College 1994 — 1998
Associate Degree, Business
Blinds.com (A Home Depot Company) October 2014 - Present
ASAP Solutions Group, LLC October 2014 - Present
DIRECTV April 2013 - October 2014
ASAP Solutions Group, LLC July 2010 - April 2013
DIRECTV September 2007 - April 2013
Dimension Consulting Inc. June 2006 - June 2010
ING Advisors Network November 2006 - September 2007
Nationwide Insurance June 2006 - November 2006
Skills
SDLC, Requirements Analysis, SQL, Agile Methodologies, Oracle, Data Warehousing, Software Project..., SOA, Business Intelligence, Microsoft SQL Server, Unix, Data Modeling, Teradata Certified..., PL/SQL, PMP, Requirements Gathering, .NET, Teradata, ETL, Informatica, Enterprise Architecture, Data Integration, Databases, Business Analysis
Education
University of Maryland Baltimore County 2003 — 2006
Master's Degree, Mechanical Engineering
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's Degree, Mechanical Engineering
Cetera Financial Group February 2010 - Present
ING Advisors Network November 2005 - January 2010
The Writer's Block August 1996 - November 2005
Skills
Creative Direction, Digital Media, Copywriting, Integrated Marketing, Advertising, Mutual Funds, Marketing Communications, Financial Services, Copy Editing, Content Management, Brand Development, Strategic Communications, Email Marketing, Web Content, Digital Marketing, Content Development, Social Media, Direct Marketing
Education
Cornell University 1989 — 1992
BA, Psychology
Regis High School 1984 — 1988
ThorWorks Industries Inc. October 2013 - Present
Aquent July 2012 - October 2013
Dana Holding Corporation July 2012 - October 2013
Freelance Communications Consultant June 2011 - October 2013
Ursuline Academy of Cleveland June 2004 - October 2010
Daniel Stowe Botanical Garden April 2001 - August 2003
ING Advisors Network March 1998 - December 2000
Numa Corp. January 1997 - January 1998
Record Publishing Co. April 1991 - December 1996
WMAN/WYHT 1989 - 1991
Skills
Internal Communications, Media Relations, Corporate Communications, Crisis Communications, Public Relations, Strategic Communications, Marketing Communications, Speech Writing, Social Media, Press Releases, Editing, Copywriting, Crisis Management, Reputation Management, Communications Planning, Media Planning, Media Buying, Event Planning
Education
Kent State University 1983 — 1988
Bachelor's degree, Advertising Major, School of Journalism
Ravenna High School
CoBank September 2009 - Present
ING Advisors Network July 2003 - January 2009
ING 2003 - 2009
Multi Financial Securities Corporation 2003 - 2009
Multi-Financial Securities Corporation an ING Company 2003 - 2009
BP June 2002 - May 2003
BP 2002 - 2003
MARCONI COMMUNICATIONS March 2000 - May 2002
Education
Metropolitan State University of Denver 1983 — 1986
BA, MEETING ADMINISTRATION
H. Beck December 2010 - Present
MetLife of Southern California June 2010 - December 2010
National Planning Corporation April 2005 - April 2009
ING Advisors Network January 2002 - April 2005
Financial Network Investment Corporation July 2000 - January 2002
Financial Network Investment Corporation April 1995 - July 2000
Education
University of Southern California
Oregon Department of Education July 2013 - Present
Thyme & Tide Bed and Breakfast April 2008 - Present
Oregon Employment Department April 2010 - July 2013
Merrill Lynch April 2008 - March 2009
ING Advisors Network July 2006 - April 2008
Countrywide Full Spectrum Lending September 2005 - July 2006
Experian March 2005 - September 2005
Unisys August 1999 - March 2005
Agfa Graphics (formerly Information International) May 1989 - August 1999
Qubix Graphic Systems April 1987 - May 1989
Skills
SDLC, Software Documentation, Business Analysis, Testing, Agile Methodologies, System Administration, Project Management, Visio, Business Process, Business Process..., Integration, SQL, Microsoft SQL Server, Data Warehousing, Analysis, Oracle, Data Analysis, Requirements Analysis, Vendor Management, Database Design, XML, SharePoint, Process Improvement, Change Management, Gap Analysis, Troubleshooting, Technical Writing, Systems Analysis, Windows, Requirements Management, Use Case Analysis, Microsoft Office, Disaster Recovery, Full SDLC, Requirements Gathering, Business Requirements, Team Leadership, HTML, Unix, Microsoft Excel, Team Building, Waterfall, Process Modeling, Business Intelligence, Functional..., Technical Support, MS Project, TopTeam Analyst
Education
Los Angeles Pierce College 1978 — 1980
Clients include Crawford and Company, Munich Re, Windsor Health Group April 2012 - Present
ING October 2010 - March 2012
ING Advisors Network 2007 - October 2010
ING Advisors Network 2004 - 2007
ING Advisors Network 2001 - 2004
GAB Robins 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Strategic Financial..., Variance Analysis, Financial Accounting, Accounting, Forecasting, General Ledger, Financial Reporting, Auditing, Finance, Cash Management, Financial Modeling, Risk Management, SEC filings, Due Diligence, Account Reconciliation, Financial Statements, Investments, Analysis, Financial Risk, Management, Accruals, Executive Management, Fixed Assets, Income Statement, Mergers & Acquisitions, Internal Controls, Business Strategy, Process Improvement, Financial Audits, Financial Forecasting, Valuation, Capital Budgeting, Cash Flow, Consolidation, Budgets, Managerial Finance, IFRS, Operations Management, Treasury Management, Leadership, Corporate Finance, Internal Audit, CPA, Sarbanes-Oxley Act, Essbase, Accounts Payable, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MBA, Finance
Auburn University, College of Business 1981 — 1985
BS, Finance
Clarkston HS 1977 — 1981
ING Advisors Network November 2007 - Present
Prairie Meadows July 2006 - November 2007
Education
Simpson College 2003 — 2008
bachelors, Marketing, art minor
FSC Securities Corp. October 2010 - Present
WBI Investments May 2009 - October 2010
ING Advisors Network 2002 - 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Series 24, Investments, Wealth Management, FINRA, Asset Managment, Series 65, Asset Allocation, Investment Advisory, Portfolio Management, Investment Management, Retirement, ETFs, Financial Advisory, Asset Management, Uniform Combined State..., 401k, Retirement Planning, Investment Strategies
Education
Michigan State University 1968 — 1972
Economics
Southwest Airlines February 2015 - Present
NAVTEQ/ HERE July 2011 - February 2015
Premier, Inc. September 2009 - June 2011
ING Advisors Network April 2006 - June 2009
Intel Corporation October 2005 - March 2006
MetLife Financial Services January 2005 - October 2005
Skills
Automation Engineer, SDLC, Agile Methodologies, SQL, Requirements Analysis, QTP, LoadRunner, Oracle, Test Automation, Testing, Test Planning, Visio, Unix, WinRunner, VBScript, Microsoft SQL Server, PL/SQL, Software Quality..., Software Development, Scrum Master, Jenkins Installation, Software Deployment, User Acceptance Testing, Business Requirements, Agile Testing, SharePoint, Shell Scripting, Unix Shell Scripting, Tomcat, Business Analysis, Subversion, Ant, Requirements Gathering, Web Applications, Integration, Databases, Agile Project Management, HP QTP, Scrum
Education
Nagarjuna University 1999 — 2002
Bachelors in Computer Applications, Computer Sceience
Niagara College
Masters in Computers Information Systems, Computer Sceience
Nations Lending Corporation May 2013 - Present
ValMark Securities May 1999 - May 2013
ING Advisors Network April 1996 - April 1999
Price Waterhouse August 1992 - April 1996
Skills
Corporate Finance, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Strategy Development, Strategic Analysis, Strategic Financial..., Analysis, Internal Controls, Strategy, Accounting, Auditing, Leadership, Internal Audit, Business Strategy, Finance, Investments, Financial Services, Banking, Project Management, Risk Management, Insurance, Securities, Asset Management, Wealth Management, Mutual Funds, Managerial Finance
Education
University of South Florida 1990 — 1992
MBA, Finance
Miami University 1986 — 1990
B.S. Business Adminstration, Accountancy
Cetera Financial Group February 2014 - Present
Cetera Financial Group 2006 - Present
ING Advisors Network 2001 - 2006
Financial Network Investment Corporation, Member SIPC 1992 - 2001
Skills
Series 7, Securities, FINRA, Mutual Funds, Series 24, Series 63, Retirement, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Annuities, Alternative Investments, Financial Advisory
Education
West Torrance High School 1982 — 1986
San Diego State University-California State University
B.A., Psychology
Cetera Financial Group August 2005 - February 2014
ING Advisors Network June 2000 - August 2005
Skills
Series 7, Series 24, Series 53, Securities, FINRA, Risk Management, Customer Service, Financial Services
Education
Monmouth University 1989 — 1990
Certificate, Paralegal
Roanoke College 1983 — 1987
BA, Criminal Justice
Principal Financial Group April 2015 - Present
ING April 2012 - Present
Voya Financial August 2013 - April 2015
Cetera Financial Group February 2010 - August 2011
ING Advisors Network July 2007 - February 2010
DeWaay Financial Network July 2006 - July 2007
Transamerica Financial Advisors, Inc. January 2005 - July 2006
Principal Financial Group February 2003 - December 2004
Principal Financial Group June 2000 - February 2003
Principal Financial Group March 1999 - June 2000
Skills
Supervisory Skills, Series 24, Series 7, Securities, Series 63, Mutual Funds, Risk Management, FINRA, Uniform Combined State..., Financial Services, 401k, Investments
Education
Cornell College 1990 — 1994
Bachelor of Arts (B.A.), International Business
Western Union October 2013 - Present
Sindrich & Associates / Access Advisor Group October 2007 - September 2013
ING Advisors Network January 2003 - September 2007
Schneider Securities, Inc August 1992 - September 2002
Education
University of Phoenix
Bachelors of Science, Business Management