International Assets Advisory

Industry: Company

Description

Founded: 1982 Parent organization: Pecunia Management, LLC

International Assets Advisory List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at International Assets Advisory. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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International Assets Advisory Employees

Employee
Years
Job
Industry
Francisco Rosales Francisco Rosales Naples, Florida Details
Francisco Rosales's International Assets Advisory Experience January 2014 - July 2014
Job Real Estate Professional at XCLUSIVE HOMES LLC
Industry Real Estate
Experience
XCLUSIVE HOMES LLC   December 2014 - Present
Aon Hewitt  March 2013 - October 2014
International Assets Advisory   January 2014 - July 2014

Skills
Transition Management, Defined Benefit, Service Delivery, Sla, Workforce Management, PeopleSoft, Pensions, Benefits Administration, Vendor Management, Employee Benefits, Process Excellence, Client Services, Process Improvement, Analysis, Self-driven, Compliance, Time Management, Leadership, Data Analysis, Financial Regulation, Financial Analysis, Microsoft Excel, Performance Management, Teamwork

Education
University of Central Florida   2011 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Edison Community College   2009 — 2011
Associate's degree, General Studies

Karen Diaz Toranzo Karen Diaz Toranzo Pompano Beach, Florida Details
Karen Diaz Toranzo's International Assets Advisory Experience February 2012 - May 2012
Job Intern at International Assets Advisory
Industry Financial Services
Experience
3M Networks   March 2014 - June 2014
Salynco Motor Co.   February 2013 - August 2013
Xacti, LLC  May 2012 - February 2013
International Assets Advisory   February 2012 - May 2012
Occidental Hotels & Resorts  March 2011 - December 2011
E-global Wireless   January 2011 - January 2011
Etelmed   September 2007 - July 2010

Skills
Data Entry, Invoicing, Administrative..., Marketing, Accounting, Financial Analysis, Finance, Filing, Records Management, Outlook, Microsoft Excel, Front Office

Education
Florida Atlantic University   2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics

Broward Community College   2008 — 2010
Associate of Arts (A.A.), Pre-Business

Universidad del Pacífico (PE)   2006 — 2007
Bachelor of Business Administration (BBA), Economics

Guillermo Injoque Guillermo Injoque Miami, Florida Details
Guillermo Injoque's International Assets Advisory Experience August 2012 - November 2012
Job Client Service Representative at TradeStation
Industry Investment Management
Experience
TradeStation  July 2014 - Present
Aegis Capital  September 2013 - June 2014
Aegis Capital  February 2013 - September 2013
Citibank  February 2011 - February 2013
International Assets Advisory   August 2012 - November 2012
Apple  October 2010 - February 2011
Armani Exchange  January 2008 - October 2010

Skills
Retail, Business Development, Sales, Financial Markets, Equities, Equity Research, Financial Services, Investment Banking, Investment Management, Bonds, Fixed Income, Valuation, Asset Management, Investments

Education
Florida International University   2008 — 2012
Bachelor of Business Administration (BBA), Finance and International Business

Dr. Michael Krop Senior High School   2004 — 2008

Sagrados Corazones Recoleta   1995 — 2003

Abraham Ceballos Abraham Ceballos Miami, Florida Details
Abraham Ceballos's International Assets Advisory Experience September 2012 - November 2012
Job Investment Associate at Patagonia Financial Holdings/MSF
Industry Venture Capital & Private Equity
Experience
Patagonia Financial Holdings/American Regional Center Group   December 2013 - Present
Avance International Capital  April 2013 - November 2013
International Assets Advisory   September 2012 - November 2012
OKA Unlimited, LLC   June 2010 - September 2012
Grupo Omar Kalis, S.A. de CV   June 2012 - August 2012
Student Managed Investment Fund  January 2012 - April 2012

Skills
Investment Banking, Corporate Advisory, Mergers & Acquisitions, DCF Valuation, Hedge Funds, Capital Raising, Spanish, English, Due Diligence, Microsoft Excel, PowerPoint, Institutional..., Pitch Books, Drafting Proposals, Financial Modeling, Corporate Finance, Valuation, Cross-border..., Equities, Bloomberg, Finance, Financial Analysis, Business Valuation, Portfolio Management, DCF, Economics, Equity Research, Investments, Capital IQ, Strategy, Equity Valuation, Emerging Markets, Capital Markets, Private Equity, Analysis, M&A experience, Market Research, Securities, Fixed Income, Business Planning, Investment Management, Social Networking, Microsoft Office, Stock Valuation, Teasers, Marketing

Education
Florida International University   2015 — 2015
Master of Science (MSF), Finance - Investments

Florida International University   2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Florida International University   2011 — 2012
Certificates in Banking and International Bank Management, Investments and Securities

Miami Dade College   2007 — 2011
Associate of Arts (A.A.), Business Administration and Management, General

Doral Academy Charter High School   2004 — 2007
High School Diploma

Jiaqi Li Jiaqi Li Gainesville, Florida Details
Jiaqi Li's International Assets Advisory Experience April 2014 - Present
Job Financial Advisor at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory   April 2014 - Present
China Minsheng Banking Corp. Ltd.   January 2011 - February 2012
Kunming Municipal Children's Home   June 2007 - September 2010

Skills
Series 7, Series 66, Securities, Financial Advisory, Risk Analysis, Public Relations, Financial Translation, Investments, International Business..., Enthusiasm to learn, Translation, International Relations, Financial Services, Telemarketing, Analytic Problem Solving, Close Attention to..., Process Scheduler, Communication, Presentations, Patient Education, Policy Analysis, Dependable Team Player, Microsoft Office, Management, Finance

Education
University of Florida   2012 — 2013
Master's Degree, International Business, 3.65/4.0

Yunnan University   2007 — 2011
Bachelor of Arts (BA), Financial Management

Eastern Washington University   2008 — 2010
Bachelor of Arts (BA), Finance, 3.66/4.0

Joseph Giacchi Joseph Giacchi Spring Lake, New Jersey Details
Joseph Giacchi's International Assets Advisory Experience July 2010 - Present
Job Financial Advisor at SterlingNoble Wealth Management
Industry Financial Services
Experience
International Assets Advisory   July 2010 - Present
SterlingNoble Wealth Management   April 2010 - Present
Lubrano’s Trattoria   January 2005 - October 2010
Westminster Financial Capital Inc.   April 2010 - July 2010
CommVault  May 2009 - July 2009
USAIntern, LLC   February 2008 - March 2008
Target  May 2007 - August 2007

Skills
Bonds, Finance, Wealth Management, Mutual Funds, Fixed Income, Portfolio Management, Retirement Planning, Customer Service, Series 7, Management, Equities, Marketing, Qualified Retirement..., Capital Markets, Fixed Income Analysis, Preferred Stock, Customer Relations, ETFs, Social Networking, Life Insurance, Term Life Insurance, Universal Life, Financial Planning, Financial Services, College Savings Plans, College Education..., 529 Plans, Retirement Savings, Municipal Bonds, Stocks, Unit Investment Trusts, IRAs, Roth IRA, Traditional IRA, SEP IRA, Self Directed IRA, 401k, 401k Rollovers

Education
Rowan University   2006 — 2008
Bachelor of Science, Marketing, G.P.A. 3.60

Ocean County College   2005 — 2006
Associates, Business Administration, G.P.A. 3.23

Kevin Carreno Kevin Carreno Tampa/St. Petersburg, Florida Area Details
Kevin Carreno's International Assets Advisory Experience January 2011 - Present
Job General Counsel and Chief Risk Officer at International Assets Advisory
Industry Financial Services
Experience
Financial Industry Regulatory Authority  August 2012 - Present
International Assets Advisory   January 2011 - Present
Experts Counsel, Inc.   February 2005 - Present
Raymond James Investment Services Ltd   February 2000 - January 2005
Killik & Co  2000 - 2005
Raymond James  1994 - 2005
Robert Thomas Securities   1994 - 1998
Raymond James Financial  1990 - 1994

Skills
Investments, Securities, FINRA, Team Building, Corporate Governance, Management, Due Diligence, Financial Risk, Financial Services, Mutual Funds, Corporate Law, Series 7, Equities, Investment Strategies, Fixed Income, Corporate Finance, Investment Banking, Joint Ventures, SEC, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Project Finance, Wealth Management, Private Equity, Arbitration, Securities Regulation, Financial Markets, Operational Risk..., Capital Markets, Risk Management, Banking, Mergers & Acquisitions, Finance, Hedge Funds, Derivatives, Broker-Dealer, Series 63, Financial Analysis, Asset Managment, Portfolio Management, Fraud

Education
University of Denver - Sturm College of Law   1984 — 1987
JD, Legal Studies

United States Air Force Academy   1978 — 1983
Bachelor of Science (BS), Engineering

Miami Palmetto

Daniel Rufo Daniel Rufo Wyckoff, New Jersey Details
Daniel Rufo's International Assets Advisory Experience April 2015 - Present
Job Financial Advisor at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory   April 2015 - Present
Rufo Financial Group   June 2004 - April 2015
Morgan Stanley Smith Barney  April 1999 - June 2004
MJ Whitman Inc.   June 1994 - April 1999

Skills
Securities, Fixed Income, Investments, FINRA, Portfolio Management, Series 7, Series 63, Banking, Financial Services, Mutual Funds, Asset Managment, Fixed Annuities, Banking Solutions, Hedge Funds, Bonds, Asset Allocation, Financial Risk, Structured Products, Financial Advisory, New issue syndicate, Asset Management

Education
Ramapo College of NJ   1981 — 1985
Bachelor's degree, Communication, General

Bernardo Melo Bernardo Melo Miami, Florida Details
Bernardo Melo's International Assets Advisory Experience March 2013 - January 2014
Job Sr. Analyst, Development Latin America & Caribbean at Burger King Corporation
Industry Food & Beverages
Experience
Burger King Corporation  April 2015 - Present
Burger King Corporation  July 2014 - April 2015
International Assets Advisory   March 2013 - January 2014
Project Beisbol   June 2008 - July 2012

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Photoshop, Equity Research, Value Investing, DCF Valuation, Portfolio Performance..., Finance, Investments, Financial Analysis, Strategic Planning

Education
University of Central Florida   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

London School of Economics   2012 — 2012
Strategic Management and Corporate Strategy

University of Central Florida   2009 — 2013
Bachelors of Science, Business Administration Marketing

Isaac Roach, CRC® Isaac Roach, CRC® Cleveland/Akron, Ohio Area Details
Isaac Roach, CRC®'s International Assets Advisory Experience December 2014 - Present
Job Financial Consultant
Industry Investment Management
Experience
International Assets Advisory   December 2014 - Present
Citizens Bank  March 2007 - October 2014
Fifth Third Bank  2005 - 2007
Charles Schwab  June 2000 - January 2005

Skills
Investments, Series 7, Uniform Combined State..., Finance, Trading, Bloomberg, Banking, 401k, Credit, Fixed Income, Series 6, Mortgage Lending, CRM, Marketing, Risk Management, Financial Services, Retirement

Education
Florida State University   1995 — 2000
BA, Economics / International Affairs

Florida State University
BACHELOR OF SCIENCE INTERNATIONAL AFFAIRS/ECONOMICS, International Economics

Gil Dulberg Gil Dulberg Orlando, Florida Area Details
Gil Dulberg's International Assets Advisory Experience November 1996 - Present
Job Vice President at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory   November 1996 - Present
Development Corporation for Israel/State of Israel Bonds   January 1987 - February 1990

Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Global Investment, Strategic Financial..., Asset Allocation, New Business Development, Hedge Funds, Bonds, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Asset Management, Capital Markets, Investment Advisory, FINRA, Series 7, High Net Worth..., Securities, Equities, Fixed Income, Investment Strategies, Private Equity, Series 63, ETFs, Investment Management, Alternative Investments, Uniform Combined State..., Equity Trading, Options, Financial Modeling, Emerging Markets, Proprietary Trading, Currency, Trading Strategies, Electronic Trading, Trading Systems, Derivatives, Commodity

Education
City University of New York-Baruch College   1978 — 1983
BBA, Economics & Finance

Roosevelt High School Yonkers, NY   1970 — 1973

Terris Anne Packer Terris Anne Packer Orlando, Florida Details
Terris Anne Packer's International Assets Advisory Experience July 2012 - May 2013
Job Luxury Real Estate Professional
Industry Real Estate
Experience
The Olé Group at Charles Rutenberg Realty   May 2013 - Present
International Assets Advisory   July 2012 - May 2013
Tesseract Asset Management, LLC   December 2010 - August 2012
eFloorTrade, LLC / Quant Trade Technologies   July 2010 - November 2010
WFCF 88.5 FM   December 2007 - June 2010

Skills
Mutual Funds, Investments, Asset Managment, Equities, Portfolio Management, Asset Management, Financial Services, Alternative Investments, Technical Analysis, Capital Markets, New Business Development, Entrepreneurship, Securities, Asset Allocation, Marketing, Hedge Funds, Strategic Financial..., Trading, Bonds, Financial Markets, Investment Strategies, Wealth Management, Financial Advisory, Fixed Income, Financial Analysis, Bloomberg, Investment Advisory, Options, Retirement Planning, Financial Modeling, Real Estate Marketing, Marketing Strategy

Education
Flagler College   2007 — 2010
Bachelors, Communications, Public Relations, Advertising, Business Administration

Brad Burns Brad Burns Wayne, Pennsylvania Details
Brad Burns's International Assets Advisory Experience January 2002 - April 2002
Job Experienced Recruiting Professional Seeking to Connect with Top Talent and Advise GrowthMinded Companies LION
Industry Staffing and Recruiting
Experience
Bradley Staffing Group   February 2004 - Present
Great Valley Chamber of Commerce   May 2012 - Present
New York Mercantile Exchange  August 2003 - January 2004
International Assets Advisory   January 2002 - April 2002

Skills
Permanent Placement, Recruiting, Sourcing, Consulting, Customer Service, Marketing, Temporary Placement, Customer Service..., Executive Search, Talent Acquisition, Applicant Tracking..., College Recruiting, Technical Recruiting, Cold Calling, Business Development, Account Management, Employee Relations, Contract Recruitment, Executive Management, Sales, Human Resources, Temporary Staffing

Education
Rollins College   1998 — 2002
B.A., International Business

The Haverford School   1986 — 1998

Robert Sharpstein Robert Sharpstein Orlando, Florida Area Details
Robert Sharpstein's International Assets Advisory Experience March 1994 - February 1997
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 1999 - Present
Washington Mutual  February 1997 - January 1999
International Assets Advisory   March 1994 - February 1997

Education
The American College   2005 — 2007
CLU

Tulane University - A.B. Freeman School of Business   1977 — 1979
MBA

Tulane University   1972 — 1976
BA

Chaim Benlevy Chaim Benlevy Miami/Fort Lauderdale Area Details
Chaim Benlevy's International Assets Advisory Experience February 2013 - May 2013
Job at
Industry Financial Services
Experience
City of Sunrise  March 2014 - Present
City of Sunrise Finance Department   June 2013 - March 2014
International Assets Advisory   February 2013 - May 2013
City of Sunrise  May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Government Accounting, Financial Analysis, Financial Reporting

Education
University of Central Florida   2008 — 2012
Bachelor of Science (BS), Finance, General

Aaron Granovitz Aaron Granovitz Naples, Florida Area Details
Aaron Granovitz's International Assets Advisory Experience June 2012 - August 2012
Job BuySide Equity Research Analyst at Fundamental Global Investors
Industry Investment Management
Experience
Fundamental Global Investors   January 2013 - Present
International Assets Advisory   June 2012 - August 2012

Skills
Corporate Finance, Equities, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Valuation, Portfolio Management, Investments, Finance, Analysis, Research, Financial Modeling, Capital Markets, Alternative Investments, Hedge Funds, Asset Allocation, Due Diligence

Education
The Johns Hopkins University   2011 — 2013
Bachelor of Science (B.S.), Business, Finance concentration, 3.93 GPA

Ner Israel College   2010 — 2012
Bachelor of Arts (B.A.), Talmudic Law, 4.0 GPA

Nicole Sheehan Nicole Sheehan Greater Los Angeles Area Details
Nicole Sheehan's International Assets Advisory Experience March 2007 - July 2007
Job Advertising Review Compliance Analyst
Industry Financial Services
Experience
NPC of America   January 2012 - April 2015
J.P. Morgan   August 2011 - December 2011
Pershing  August 2007 - September 2010
International Assets Advisory   March 2007 - July 2007
Digital Assurance Certification   February 2005 - December 2006
Charles Schwab  March 1999 - September 2004
The Money Store  March 1992 - July 1998

Skills
Series 7, Financial Services, Investments, Leadership, Due Diligence, Series 63, Series 24, Series 53, Trade Compliance, Document Review, Securities, Trading, Broker-Dealer, Client Relations, Client Services, Strategic Planning, Investment Advisory, CRM, Customer Service, Finance, Retirement Planning, Analysis, Portfolio Management, FINRA, Mutual Funds, Bloomberg, Wealth Management, Management, Financial Advisory, Banking, Marketing, Asset Management

Education
Fred C. Beyer High School   1983 — 1987
Diploma

University of Central Florida
Completed certificate, CFP- Risk Management and Insurance

Melissa DeGeorge Melissa DeGeorge New York, New York Details
Melissa DeGeorge's International Assets Advisory Experience June 2014 - August 2014
Job Student at Pace University Lubin School of Business
Industry Marketing and Advertising
Experience
Pace University Office of Housing and Residential Life  August 2015 - Present
TriBeCa Taphouse   April 2015 - Present
Sigma Delta Tau  January 2015 - Present
International Assets Advisory   June 2014 - August 2014
Hilton Garden Inn  June 2013 - August 2013
Susan E Wagner   September 2012 - June 2013

Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Marketing, Team Leadership, Team Building, Event Planning, Teamwork, Budgets, Microsoft Excel, Time Management, Event Management, Social Media Marketing, Management

Education
Pace University - Lubin School of Business   2013 — 2017
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Pace University - Lubin School of Business

Jacqueline Plummer Jacqueline Plummer Orlando, Florida Area Details
Jacqueline Plummer's International Assets Advisory Experience July 2013 - Present
Job HR Manager at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory   July 2013 - Present
International Assets Advisory   September 2010 - July 2013
InterDyn CFO Consulting   May 2008 - January 2010
The Personnel Department  2003 - 2004

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, HR, Human Resources

Education
Argyle Secondary School

Capilano University

Alexa Gellinger Alexa Gellinger Orlando, Florida Area Details
Alexa Gellinger's International Assets Advisory Experience February 2012 - Present
Job AML/Compliance Officer at International Assets Advisory
Industry Retail
Experience
International Assets Advisory   February 2012 - Present
Francescas Collections  September 2010 - February 2012
Money Management Concepts   March 2009 - July 2009

Skills
Microsoft Office, Management, Financial Analysis, Series 7, Time Management, Uniform Combined State..., Office Management, Wealth Management, Portfolio Management, Asset Management, Social Networking, Sales, Quickbooks, series 66, Global Relay, CRD, Series 24, Managed Services

Education
University of Central Florida
Bachelor of Science, Finance

Robert Gillette Robert Gillette Austin, Texas Details
Robert Gillette's International Assets Advisory Experience February 2015 - Present
Job Senior VP.
Industry Financial Services
Experience
International Assets Advisory   February 2015 - Present

Skills
Equities, Series 7, Securities, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Investments, Asset Management, Alternative Investments, Series 63, Bonds, Portfolio Management, Trading

Education
Atlanta Law school   1989 — 1992
Doctor of Law (J.D.)

The University of Georgia   1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government

Jennifer Rogers Cox Jennifer Rogers Cox Birmingham, Alabama Area Details
Jennifer Rogers Cox's International Assets Advisory Experience 2002 - 2005
Job Senior Compliance Officer at Securities Broker/Dealer
Industry Financial Services
Experience
Securities Broker/Dealer   2012 - Present
Self Employed  2007 - Present
Geneos Wealth Management Inc   2011 - 2011
CapWest Securities  2008 - 2010
LORE Magazine   2007 - 2009
Colorado Homes and Lifestyles Magazine   2007 - 2008
The Greeley Tribune  January 2007 - April 2007
Jackson National Life Distributors  2005 - 2006
US Navy  2003 - 2005
International Assets Advisory   2002 - 2005

Skills
Copy Editing, Press Releases, Editing, Editorial, Publications, Feature Articles, Email Marketing, Storytelling, InDesign, Magazines, QuarkXPress, AP Style, Creative Direction, Photography, Event Planning, AML, Interviews, Investments, Securities, Training, FINRA, Photoshop, Business Development, Series 7, Management, Auditing, Layout

Education
University of Alabama
Bachelor's Degree, Communication (Minor: Political Science)

Eric Nicolassy Eric Nicolassy Greater New York City Area Details
Eric Nicolassy's International Assets Advisory Experience February 2014 - January 2015
Job Stock Broker
Industry Investment Banking
Experience
Alexander Capital   February 2015 - July 2015
International Assets Advisory   February 2014 - January 2015
Blackwall Capital Markets   July 2012 - January 2014

Skills
Investments, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Retirement, Fixed Annuities, Financial Services, Asset Management, Portfolio Management, Securities, Equities, Fixed Income

Education
St. Peter's College

Xaverian High School

Karin Paparelli Karin Paparelli Tampa/St. Petersburg, Florida Area Details
Karin Paparelli's International Assets Advisory Experience April 2014 — August 2016
Job Paparelli Law, PLLC
Industry International Law, Finance, Franchise, Commercial Real Estate, & Entertainment
Experience
Weber, Crabb & Wein   June 2015 — June 2016
International Assets Advisory   April 2014 — August 2016
Paparelli Law, PLLC   January 2017 — Present
Financial Regulatory Authority (FINRA)   August 2017 — Present
Stetson University College of Law / International Law Department   January 2015 — June 2015
Pennisular / Peraza Capital Investments   September 2012 — January 2015

Skills
Contract Negotiations, Complex Commercial Transactions, Legal Writing, Securities Arbitration, Author for Business Journals, Music Publishing, A&R, Music Industry, Songwriting, Event Management, Public Relations, Recording, Entertainment, Songs, Motivational Speaking, Guitar, Singing, Published Author, Community Outreach, Musicians, Rock, Musical Theatre, Public Speaking, Film, Strategic Planning, Music Licensing, Music Management, POP, Record Labels, Social Networking, Leadership, Media Relations, Publishing, Mentoring, Contract Negotiation, Leadership Development, Organizational..., Vocal, Stage, R&B, Supervisory Experience, Presentations, Blues, Community Organizing, Legal Writing, Great Motivator, Written & Oral..., Dynamic Speaker, Keyboards, Streamlining Operations, Contractual Agreements, Inspiring Teams, Inspiring Leadership, Music, Rock Music

Education
Stetson University College of Law   2013 — 2015
Doctor of Law (JD), International Law Concentration (Int'l Trade, Franchising, Sports and Entertainment)

Belmont University   2005 — 2005
BS, Liberal Arts and Sciences/Liberal Studies, GPA 3.85

University of Reims, School of Law Reims, France   2017 — 2017
International Wine Law/Trademarks/Geographical Indicators

Albert Bloser Albert Bloser Greater Atlanta Area Details
Albert Bloser's International Assets Advisory Experience 1993 - 1995
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Geosyntec Consultants  2010 - Present
agb creative   March 2007 - Present
IMG Live, LLC  March 2009 - May 2010
JDC Marketing Group   2000 - 2007
Primedia  May 1999 - December 2001
Turner Broadcasting  March 1998 - June 1999
swatch  1995 - 1997
International Assets Advisory   1993 - 1995
JHT, Inc.   1990 - 1992

Skills
Editing, Marketing Communications, Public Relations, Social Media, Marketing Strategy, Management, Strategic Planning, New Business Development, InDesign, Adobe Creative Suite, Illustrator, Blogging, Photoshop, Information Architecture, Web Design, Graphic Design, Dreamweaver, Newsletters, SEO, Brand Management

Education
Georgia Southern University   1988 — 2003
Bachelor of Arts (BA), Fine/Studio Arts, General

James Canouse James Canouse Alpharetta, Georgia Details
James Canouse's International Assets Advisory Experience June 1993 - October 1995
Job Here To Serve Holding Corp. (HTSC.OB)
Industry Environmental Services
Experience
Here To Serve Holding Corp.   December 2013 - Present
F3 Technologies Inc.   June 2009 - April 2013
JPC Capital Partners, Inc.   March 2004 - June 2009
J. P. Carey Securities, Inc.   October 1995 - March 2004
International Assets Advisory   June 1993 - October 1995

Skills
Mergers & Acquisitions, Strategy, Restructuring, Investment Banking, Business Strategy, Investments, Financial Structuring, Negotiation, Entrepreneurship, Public Relations, Start-ups, Strategic Partnerships, Business Planning

Education
Stetson University   1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General

St. Thomas Aquinas High School   1983 — 1987
Finance

Hope Edwards Newsome Hope Edwards Newsome Orlando, Florida Area Details
Hope Edwards Newsome's International Assets Advisory Experience February 2004 - April 2008
Job Assistant General Counsel and Chief Compliance Officer at Triloma
Industry Investment Management
Experience
Triloma  April 2015 - Present
The Newport Group  February 2011 - March 2015
AXA Advisors  April 2008 - March 2011
International Assets Advisory   February 2004 - April 2008
Charles Schwab  July 1999 - July 2001

Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k

Education
Barry University - Dwayne O. Andreas School of Law   2002 — 2006

Spelman College   1995 — 1999
BA, Political Science

Leotis Turner Leotis Turner Orlando, Florida Details
Leotis Turner's International Assets Advisory Experience October 2011 - September 2014
Job Chief Operating Officer at HPCG
Industry Financial Services
Experience
HPCG   November 2014 - Present
International Assets Advisory   October 2011 - September 2014
RFG   April 2006 - July 2008
US Bank  March 2004 - April 2006

Skills
Series 24, Management, Training, Public Speaking, Series 7, Team Building, Series 4, Series 65, Finance, Series 55, Sales Management, Retirement Planning, Wealth Management, Strategic Planning, Business Development, Financial Analysis, Event Management, Private Banking, New Business Development

Education
University of Louisville   1996 — 1998
Bachelor of Arts (B.A.), Economics

University of Kentucky   1991 — 1994
Engineering

Jorge R. Cortes Jorge R. Cortes Miami/Fort Lauderdale Area Details
Jorge R. Cortes's International Assets Advisory Experience July 2013 - August 2014
Job Investments
Industry Investment Management
Experience
International Assets Advisory   July 2013 - August 2014
Wells Fargo  October 2011 - July 2013
Merrill Lynch  June 2011 - October 2011
Wells Fargo Advisors  January 2011 - July 2011
CBG Financial / Gunn Allen Financial   February 2008 - December 2010

Skills
Asset Management, Series 7, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Investments, Banking, Credit, Financial Analysis, Financial Markets, Finance, Loans, Sales, Management, Mutual Funds, Private Banking, Securities, Equities

Education
Florida International University - College of Business Administration
Finances, Economics, Banking

Chris Meikle Chris Meikle Orlando, Florida Area Details
Chris Meikle's International Assets Advisory Experience May 2009 - Present
Job Vice PresidentSenior Financial Advisor at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory   May 2009 - Present
UBS  December 2007 - April 2009
Innovative Financial Services   1998 - 2007

Skills
Management Consulting, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Advisory, Retirement Planning, Succession Planning, Risk Management, Series 7, Cash Management, Wealth Management, Strategy, 401k, Financial Services, Retirement, Securities, Asset Allocation, Finance, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Fixed Income, Financial Planning

Education
University of Alabama   1984 — 1988
Finance

Lake Brantley High School   1979 — 1983

Pamela Marler Pamela Marler Greater Atlanta Area Details
Pamela Marler's International Assets Advisory Experience January 2013 - July 2013
Job Registered FINRA Representive
Industry Financial Services
Experience
SunTrust Robinson Humphrey  April 2014 - Present
Raymond James Financial Inc.  August 2013 - December 2013
International Assets Advisory   January 2013 - July 2013
Wells Real Estate Funds  March 2003 - July 2012
Lesense Capital Management   October 2000 - January 2003
Morgan Keegan  March 1993 - January 2000
SunTrust Bank  March 1992 - March 1993
First American Bank  November 1988 - March 1992
Bank South  November 1984 - October 1988

Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities

Education
Kennesaw State University   1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General

American Banking Association   1985 — 1988
AIB General Banking Degree, General Banking

Michael Faraone Michael Faraone Tampa/St. Petersburg, Florida Area Details
Michael Faraone's International Assets Advisory Experience March 2010 - Present
Job Investment Banking, International Assets Advisory
Industry Investment Banking
Experience
International Assets Advisory   March 2010 - Present
WCA Industries   September 2004 - February 2009
Raymond James Financial Inc.  May 2000 - August 2004

Skills
Deal Flow, Capital Raising, Investment Banking, Venture Capital, Private Equity, Corporate Development, Valuation, Private Placements, Due Diligence, Corporate Finance, Alternative Investments, Special Situations, Deal Sourcing, Equity Capital Markets, DCF, Capital Markets, M&A experience, Equity Research, Equities, Investments, Asset Management, Financial Modeling

Education
University of Florida - Warrington College of Business Administration   1996 — 2000
B.S., Finance, Minor: Economics

Daryl Patrick Daryl Patrick Tampa/St. Petersburg, Florida Area Details
Daryl Patrick's International Assets Advisory Experience 1991 - 2010
Job Agent, Owner at Tampa Bay Insurance Center
Industry Insurance
Experience
Tampa Bay Insurance Center   2009 - Present
International Assets Advisory   1991 - 2010

Skills
Property & Casualty..., Investments, Mutual Funds, Bonds, Insurance, Wealth Management, New Business Development, Retirement Planning, Equities, Financial Analysis, Term Life Insurance, Fixed Annuities, Sales, Risk Management, Series 7

Education
Florida State University   1984 — 1987

John P. Teevan Jr. John P. Teevan Jr. Spring Lake, New Jersey Details
John P. Teevan Jr.'s International Assets Advisory Experience July 2010 - Present
Job Executive Vice President of Investments & C.P.A. at SterlingNoble Wealth Management
Industry Financial Services
Experience
International Assets Advisory   July 2010 - Present
SterlingNoble Wealth Management   April 2010 - Present
GunnAllen Financial  July 2005 - March 2010
Highlander Capital Group, Inc.   January 1987 - June 2005
First Indemnity of America Insurance Company   January 1985 - June 2002

Skills
Accounting, Series 63, Series 7, Financial Analysis, Strategic Financial..., FINRA, CPA, Series 24, Tax Preparation, Bonds, Tax, Investments, Wealth Management

Education
Saint Peter's University   1958 — 1962
Bachelor of Science, Accounting

Linda Nunez Linda Nunez Orlando, Florida Area Details
Linda Nunez's International Assets Advisory Experience June 2011 - Present
Job Client Services Associate at International Assets Advisory, LLC
Industry Financial Services
Experience
International Assets Advisory   June 2011 - Present
International Assets Advisory   August 2010 - December 2010

Skills
Microsoft Office, Social Networking

Education
University of Central Florida   2009 — 2011
B.S.B.A, Finance

Valencia Community College   2007 — 2009
Associates in Business Administration, Business

Asher Gay Chambers Asher Gay Chambers Phoenix, Arizona Details
Asher Gay Chambers's International Assets Advisory Experience October 2012 - December 2012
Job Underwriter at Movement Mortgage LLC
Industry Financial Services
Experience
Movement Mortgage, LLC  May 2015 - Present
Clean Pride LLC   October 2014 - Present
Movement Mortgage, LLC  February 2013 - Present
Mobile Mini Inc  August 2013 - March 2014
Mesa Airlines  2013 - 2013
International Assets Advisory   October 2012 - December 2012

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Customer Service, Accounting, Finance, Microsoft Word, Financial Reporting, Budgets, Strategic Planning, Investments, Strategic Financial..., Forecasting, Valuation, Public Speaking, Process Improvement, Research, Sales, Outlook, Loan Processing, Leadership

Education
University of Central Florida   2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Broward Community College   2008 — 2010
Associate in Arts, Finance, General

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