Invest Financial
Industry: Financial services company
DescriptionInvest Financial Corporation was an American full-service broker/dealer, registered with the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, the U.S. Securities and Exchange Commission and state insurance agencies in all 50 states. Headquarters: Tampa, FL Founder: Dan McConnell Founded: 1982 Number of employees: 165 Parent organization: National Planning Holdings, Inc. Subsidiaries: First Dakota, Inc., First Dakota of New Mexico, Inc.,
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Invest Financial Employees
Employee
Years
Job
Industry
Vladimir de la Rosa Vladimir de la Rosa's Invest Financial Experience March 2009 - Present
Job Lead Technical Support Specialist at Invest Financial
Industry Financial Services
Experience
Invest Financial March 2009 - Present
Ciber January 2008 - January 2009
CGS (Computer Generated Solutions) January 2005 - December 2008
Skills
Computer Hardware, Software Installation, Computer Network..., Microsoft Office, Printers, Help Desk Support, Team Leadership, Servers, Networking, Active Directory, Windows 7, Technical Support, Citrix, Laptops, Switches, Remote Desktop, Troubleshooting, Microsoft Exchange, VMware, Desktop Computers, Windows Server, Windows XP, System Administration, Operating Systems, Hardware
Education
FastTrain of Tampa
Computer Science
Hillsborough Community College
Computer Science
Invest Financial March 2009 - Present
Ciber January 2008 - January 2009
CGS (Computer Generated Solutions) January 2005 - December 2008
Skills
Computer Hardware, Software Installation, Computer Network..., Microsoft Office, Printers, Help Desk Support, Team Leadership, Servers, Networking, Active Directory, Windows 7, Technical Support, Citrix, Laptops, Switches, Remote Desktop, Troubleshooting, Microsoft Exchange, VMware, Desktop Computers, Windows Server, Windows XP, System Administration, Operating Systems, Hardware
Education
FastTrain of Tampa
Computer Science
Hillsborough Community College
Computer Science
Sarah Jean LaMar, CMP Sarah Jean LaMar, CMP's Invest Financial Experience May 2009 - March 2014
Job Senior Conference Manager at Meeting Expectations
Industry Events Services
Experience
Meeting Expectations April 2014 - Present
Invest Financial May 2009 - March 2014
Raymond James and Associates October 2006 - May 2009
Children's Dream Fund January 2006 - April 2006
Redbone, Inc. January 2005 - December 2005
Eventertainment June 2004 - December 2004
The History Center February 2004 - June 2004
The Peabody Hotel Orlando June 2003 - September 2003
Skills
Event Management, Fundraising, Contract Negotiation, Certified Meeting..., Meeting Planning, Event Planning, Trade Shows, Corporate Events, Hospitality, Hotels, Location Intelligence, Customer Service, Budgets, Social Media, Hospitality Industry, Conference Registration, Marketing, Audio Visual Rental, Decoration, Conference Services, Conference Design, Agenda Development, Advertising, Training, Management, Hospitality Management, Tourism, Food & Beverage, Social Media Marketing, Sponsorship, Sales, Time Management, Incentives, Registration
Education
University of Central Florida 2002 — 2004
B.S., Hospitality Management
University of Mississippi 2001 — 2002
Communication, Journalism, and Related Programs
Meeting Expectations April 2014 - Present
Invest Financial May 2009 - March 2014
Raymond James and Associates October 2006 - May 2009
Children's Dream Fund January 2006 - April 2006
Redbone, Inc. January 2005 - December 2005
Eventertainment June 2004 - December 2004
The History Center February 2004 - June 2004
The Peabody Hotel Orlando June 2003 - September 2003
Skills
Event Management, Fundraising, Contract Negotiation, Certified Meeting..., Meeting Planning, Event Planning, Trade Shows, Corporate Events, Hospitality, Hotels, Location Intelligence, Customer Service, Budgets, Social Media, Hospitality Industry, Conference Registration, Marketing, Audio Visual Rental, Decoration, Conference Services, Conference Design, Agenda Development, Advertising, Training, Management, Hospitality Management, Tourism, Food & Beverage, Social Media Marketing, Sponsorship, Sales, Time Management, Incentives, Registration
Education
University of Central Florida 2002 — 2004
B.S., Hospitality Management
University of Mississippi 2001 — 2002
Communication, Journalism, and Related Programs
Suzanne LaProva's Invest Financial Experience 1994 - 1997
Job Vice President of Enterprise Analytics at PSCU
Industry Financial Services
Experience
PSCU 2001 - Present
CSC Consulting 1999 - 2001
IVANS 1997 - 1999
INVEST Financial 1994 - 1997
Main Street Mortgage 1992 - 1994
Skills
Enterprise Architecture, IT Strategy, Integration, Financial Services, Enterprise Software, Business Analysis, Strategy, Product Management, Project Management, Vendor Management, Leadership, Business Development, SDLC, E-commerce, IT Service Management, Management, Security, Disaster Recovery, Process Improvement, Analysis, Credit Cards, SharePoint, Software Development, SaaS, Program Management, Business Intelligence, Cross-functional Team..., Payments, Electronic Payments
Education
St. Petersburg College 1986 — 1989
PSCU 2001 - Present
CSC Consulting 1999 - 2001
IVANS 1997 - 1999
INVEST Financial 1994 - 1997
Main Street Mortgage 1992 - 1994
Skills
Enterprise Architecture, IT Strategy, Integration, Financial Services, Enterprise Software, Business Analysis, Strategy, Product Management, Project Management, Vendor Management, Leadership, Business Development, SDLC, E-commerce, IT Service Management, Management, Security, Disaster Recovery, Process Improvement, Analysis, Credit Cards, SharePoint, Software Development, SaaS, Program Management, Business Intelligence, Cross-functional Team..., Payments, Electronic Payments
Education
St. Petersburg College 1986 — 1989
Mary Ann Wilhelm Mary Ann Wilhelm's Invest Financial Experience 1989 - 1994
Job retired currently
Industry Construction
Experience
TBBJ Business Woman of the Year 2010 2010 - Present
Wilhelm Heating & Air Conditioning, Inc. May 1994 - December 2012
Invest Financial 1989 - 1994
Skills
Contractors, Negotiation, Budgets, Heating, Air Conditioning, Residential Homes, Renovation, HVAC, Plumbing, Advertising, Public Speaking, Contract Negotiation, HVAC Controls, Indoor Air Quality, Sales, Small Business, Team Building, Strategic Planning, Real Estate, Sales Management, Ventilation, Purchasing, Marketing Strategy, Marketing, New Business Development, Public Relations, Business Planning, Coaching, Selling, Entrepreneurship, Market Planning
Education
Pace University - Lubin School of Business 1974 — 1981
BBA, accounting and psychology
TBBJ Business Woman of the Year 2010 2010 - Present
Wilhelm Heating & Air Conditioning, Inc. May 1994 - December 2012
Invest Financial 1989 - 1994
Skills
Contractors, Negotiation, Budgets, Heating, Air Conditioning, Residential Homes, Renovation, HVAC, Plumbing, Advertising, Public Speaking, Contract Negotiation, HVAC Controls, Indoor Air Quality, Sales, Small Business, Team Building, Strategic Planning, Real Estate, Sales Management, Ventilation, Purchasing, Marketing Strategy, Marketing, New Business Development, Public Relations, Business Planning, Coaching, Selling, Entrepreneurship, Market Planning
Education
Pace University - Lubin School of Business 1974 — 1981
BBA, accounting and psychology
Ron Moore, LUTCF Ron Moore, LUTCF's Invest Financial Experience 2011 - July 2013
Job Registered Representative at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
INVEST FINANCIAL 2011 - July 2013
Virginia Farm Bureau May 1985 - December 2012
Virginia Farm Bureau Mutual Insurance Company May 1985 - December 2012
Southern Farm Bureau Life Insurance May 1985 - December 2012
UNITED VIRGINIA BANK AND OTHER LENDING INSTITUTIONS May 1979 - April 1985
Skills
Whole Life
Education
Christopher Newport University 1975 — 1979
BS/BA, FINANCE / REAL ESTATE
John Hancock Financial Services July 2013 - Present
INVEST FINANCIAL 2011 - July 2013
Virginia Farm Bureau May 1985 - December 2012
Virginia Farm Bureau Mutual Insurance Company May 1985 - December 2012
Southern Farm Bureau Life Insurance May 1985 - December 2012
UNITED VIRGINIA BANK AND OTHER LENDING INSTITUTIONS May 1979 - April 1985
Skills
Whole Life
Education
Christopher Newport University 1975 — 1979
BS/BA, FINANCE / REAL ESTATE
Kimberly D. Overman, CFP Kimberly D. Overman, CFP's Invest Financial Experience 1989 - 1994
Job CEO President at The Financial Well, Inc.
Industry Investment Management
Experience
The Financial Well, Inc. March 1998 - Present
Schwab Institutional March 1995 - Present
Tampa Bay Estate Planning Council July 2010 - Present
City of Tampa October 2011 - Present
Financial Planning Association of Florida January 2010 - Present
Business Guild of Seminole Heights August 2014 - Present
FPA of Tampa Bay January 2010 - December 2010
Financial Planning Association of Tampa Bay January 2009 - December 2009
Aon Investment Consulting 1995 - 1997
Invest Financial 1989 - 1994
Skills
Strategic Financial..., Wealth Management, Women Owned Business, Retirement Planning, Investment Advisory..., Fiduciary Services, Estate Planning, Elder Care, Personal Tax Planning, Investment Advisory, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Asset Management, Financial Services, Wealth Management..., Finance, Risk Management, Personal Finance, Asset Allocation, Mutual Funds, Investment Strategies, Employee Benefits, Trusts, Investment Management, High Net Worth..., Leadership, Management, Securities, Strategic Planning, Public Speaking, Portfolio Management, Small Business, Budgets, Due Diligence, Nonprofits, Team Building
Education
College for Financial Planning 1985 — 1989
CFP, Financial Planning
University of Maryland College Park 1976 — 1982
BS, Agricultural Resource Economics
Woodrow Wilson High School 1974 — 1976
High School
The Financial Well, Inc. March 1998 - Present
Schwab Institutional March 1995 - Present
Tampa Bay Estate Planning Council July 2010 - Present
City of Tampa October 2011 - Present
Financial Planning Association of Florida January 2010 - Present
Business Guild of Seminole Heights August 2014 - Present
FPA of Tampa Bay January 2010 - December 2010
Financial Planning Association of Tampa Bay January 2009 - December 2009
Aon Investment Consulting 1995 - 1997
Invest Financial 1989 - 1994
Skills
Strategic Financial..., Wealth Management, Women Owned Business, Retirement Planning, Investment Advisory..., Fiduciary Services, Estate Planning, Elder Care, Personal Tax Planning, Investment Advisory, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Asset Management, Financial Services, Wealth Management..., Finance, Risk Management, Personal Finance, Asset Allocation, Mutual Funds, Investment Strategies, Employee Benefits, Trusts, Investment Management, High Net Worth..., Leadership, Management, Securities, Strategic Planning, Public Speaking, Portfolio Management, Small Business, Budgets, Due Diligence, Nonprofits, Team Building
Education
College for Financial Planning 1985 — 1989
CFP, Financial Planning
University of Maryland College Park 1976 — 1982
BS, Agricultural Resource Economics
Woodrow Wilson High School 1974 — 1976
High School
Cynthia Machle's Invest Financial Experience June 2015 - Present
Job Intermediate Customer Contact Representative at Transamerica
Industry Financial Services
Experience
Invest Financial June 2015 - Present
Transamerica June 2014 - May 2015
Citi December 2012 - July 2013
Raymond James Financial February 2007 - December 2012
Skills
Access, Securities, Microsoft Office, PowerPoint, Prezi, Microsoft Excel, QuickBooks, 10 Key, Process Improvement, Account Reconciliation, Investment Counseling
Education
University of South Florida 2013 — 2015
Bachelor's degree, Finance, General
St. Petersburg College 2010 — 2013
Associate of Arts (AA), Business
Invest Financial June 2015 - Present
Transamerica June 2014 - May 2015
Citi December 2012 - July 2013
Raymond James Financial February 2007 - December 2012
Skills
Access, Securities, Microsoft Office, PowerPoint, Prezi, Microsoft Excel, QuickBooks, 10 Key, Process Improvement, Account Reconciliation, Investment Counseling
Education
University of South Florida 2013 — 2015
Bachelor's degree, Finance, General
St. Petersburg College 2010 — 2013
Associate of Arts (AA), Business
Paul Lieu Paul Lieu's Invest Financial Experience 1994 - 1997
Job Wealth Advisor at Palomar Financial Services
Industry Investment Management
Experience
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
Logan Ramer's Invest Financial Experience May 2013 - August 2013
Job Assistant Manager
Industry Consumer Services
Experience
Enterprise Rent-A-Car June 2014 - Present
Enterprise Rent-A-Car June 2014 - Present
Invest Financial May 2013 - August 2013
Bouquet Company Townhomes May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Investments, Annuity Sales, Life Insurance, Health Insurance, Salesforce.com, Fixed Annuities
Education
Luther College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General, Senior
Enterprise Rent-A-Car June 2014 - Present
Enterprise Rent-A-Car June 2014 - Present
Invest Financial May 2013 - August 2013
Bouquet Company Townhomes May 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Investments, Annuity Sales, Life Insurance, Health Insurance, Salesforce.com, Fixed Annuities
Education
Luther College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General, Senior
Nicholas Daubert Nicholas Daubert's Invest Financial Experience August 2015 - Present
Job Security Professional at Battelle Memorial and Financial Associate at INVEST Financial
Industry Financial Services
Experience
INVEST Financial August 2015 - Present
Battelle August 2013 - Present
US Army November 2006 - September 2012
Skills
Leadership Development, Strategic Leadership, Market Research, Team Leadership, Personnel Supervision, Money Management, Military, Security Clearance, Security, Force Protection, Military Operations, Army, Security Operations, Command, Military Experience, Weapons Handling, Weapons, Military Training, DoD, Physical Security, Leadership, Combat, Tactics, Counterterrorism, Personal Security, Surveillance, Security Management, Homeland Security, Indirect Fires..., Operational Planning, Intelligence, Afghanistan, Counterinsurgency, Marksmanship, Weapons Training, Reconnaissance, Combat Lifesaver, Active DoD Secret..., Infantry Tactics, Military Decision..., Small Unit Tactics, Firearms, Small Unit Leadership, Combatives, Personnel Security, Organizational..., Interagency Coordination, Investment Advisory, Microsoft Office, Microsoft Excel
Education
Franklin University 2015 — 2016
Bachelor’s Degree, Financial Management, 4.0
Kaplan University 2015 — 2016
Kaplan Financial Education, Series 7 License
Columbus State Community College 2013 — 2015
Associate’s Degree, Associates of Applied Science - F, 3.3 GPA
Hilliard Davidson High School 2001 — 2003
High School, General Education
Grove City High School 1999 — 2001
High School, General Education
INVEST Financial August 2015 - Present
Battelle August 2013 - Present
US Army November 2006 - September 2012
Skills
Leadership Development, Strategic Leadership, Market Research, Team Leadership, Personnel Supervision, Money Management, Military, Security Clearance, Security, Force Protection, Military Operations, Army, Security Operations, Command, Military Experience, Weapons Handling, Weapons, Military Training, DoD, Physical Security, Leadership, Combat, Tactics, Counterterrorism, Personal Security, Surveillance, Security Management, Homeland Security, Indirect Fires..., Operational Planning, Intelligence, Afghanistan, Counterinsurgency, Marksmanship, Weapons Training, Reconnaissance, Combat Lifesaver, Active DoD Secret..., Infantry Tactics, Military Decision..., Small Unit Tactics, Firearms, Small Unit Leadership, Combatives, Personnel Security, Organizational..., Interagency Coordination, Investment Advisory, Microsoft Office, Microsoft Excel
Education
Franklin University 2015 — 2016
Bachelor’s Degree, Financial Management, 4.0
Kaplan University 2015 — 2016
Kaplan Financial Education, Series 7 License
Columbus State Community College 2013 — 2015
Associate’s Degree, Associates of Applied Science - F, 3.3 GPA
Hilliard Davidson High School 2001 — 2003
High School, General Education
Grove City High School 1999 — 2001
High School, General Education
Michael Reinemer Michael Reinemer's Invest Financial Experience 1982 - 1987
Job Deputy Director, Communications, Wilderness Society
Industry Environmental Services
Experience
American Association for Homecare 2004 - 2013
National League of Cities 2001 - 2004
National Council on Aging 1996 - 2001
Watson Wyatt 1994 - 1996
Nielsen Claritas 1989 - 1994
NASDAQ / National Association of Securities Dealers 1987 - 1989
Invest Financial 1982 - 1987
Skills
Strategic Communications, Media Relations, Press Releases, Newsletters, Editing, Social Media, Public Speaking, Speech Writing, Grassroots Organizing, Legislative Relations, Public Affairs, Publications, Marketing Communications, Web Content, Politics, Government, Message Development, Public Policy, Community Outreach, Research, Feature Articles, Advertising, Marketing, Policy Analysis, Event Planning, Volunteer Management, Crisis Communications, Internal Communications, Grant Writing, Community Development, Fundraising, Corporate Communications, Leadership, Publishing, Spokesperson, Budgets, Program Development, Staff Management, Editorial, Blogging, Copywriting, Copy Editing, Political Campaigns, Advocacy Communications, Magazines, Campaigns, Market Research, Content Development, Nonprofits, Public Relations
Education
Grinnell College
BA, American Studies
George Mason University
MA, English
Falls Church High School
Cornell University Civic Ecology Lab 2015 — 2015
Completed course, Urban Environmental Education
American Association for Homecare 2004 - 2013
National League of Cities 2001 - 2004
National Council on Aging 1996 - 2001
Watson Wyatt 1994 - 1996
Nielsen Claritas 1989 - 1994
NASDAQ / National Association of Securities Dealers 1987 - 1989
Invest Financial 1982 - 1987
Skills
Strategic Communications, Media Relations, Press Releases, Newsletters, Editing, Social Media, Public Speaking, Speech Writing, Grassroots Organizing, Legislative Relations, Public Affairs, Publications, Marketing Communications, Web Content, Politics, Government, Message Development, Public Policy, Community Outreach, Research, Feature Articles, Advertising, Marketing, Policy Analysis, Event Planning, Volunteer Management, Crisis Communications, Internal Communications, Grant Writing, Community Development, Fundraising, Corporate Communications, Leadership, Publishing, Spokesperson, Budgets, Program Development, Staff Management, Editorial, Blogging, Copywriting, Copy Editing, Political Campaigns, Advocacy Communications, Magazines, Campaigns, Market Research, Content Development, Nonprofits, Public Relations
Education
Grinnell College
BA, American Studies
George Mason University
MA, English
Falls Church High School
Cornell University Civic Ecology Lab 2015 — 2015
Completed course, Urban Environmental Education
Barry Toole Barry Toole's Invest Financial Experience August 2006 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Independent Financial Partners December 2010 - November 2012
LPL Finanical November 2007 - December 2010
Invest Financial August 2006 - November 2007
Signal Securities, Inc. January 2006 - August 2006
GunnAllen Financial May 2003 - August 2005
Signal Securities, Inc. April 2002 - May 2003
E*TRADE Financial August 2001 - April 2002
Southwest Securities April 2000 - August 2001
TD Ameritrade February 1999 - March 2000
Skills
FINRA, Series 7, Investment Advisory, 401k, Series 63, Strategic Financial..., Securities, Asset Management, Retirement Planning, Financial Advisory, Financial Planning, Financial Services, Wealth Management, Finance, Retirement, Equities, Mutual Funds
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Finance
The University of Texas at Austin 1995 — 1997
Bachelor of Science (BS), Communications
Tarrant County College 1993 — 1995
Virginia Military Institute 1993 — 1993
Pam Blodgett, CFP®, RFC, LUTCF Pam Blodgett, CFP®, RFC, LUTCF's Invest Financial Experience 2006 - 2013
Job Financial Consultant at Blodgett Wealth Management
Industry Financial Services
Experience
Blodgett Wealth Management January 2014 - Present
Diversified Financial Concepts 2006 - 2014
Invest Financial 2006 - 2013
Lincoln Financial Group 1994 - April 2006
Skills
Registered Financial..., RFC, LUTCF, Wealth Management..., CERTIFIED FINANCIAL..., Retirement, Fixed Annuities, Investments, Wealth Management, Financial Planning, Financial Services
Education
Albion College
Bachelor's degree, Business
Arizona State University
Ferris State University
Blodgett Wealth Management January 2014 - Present
Diversified Financial Concepts 2006 - 2014
Invest Financial 2006 - 2013
Lincoln Financial Group 1994 - April 2006
Skills
Registered Financial..., RFC, LUTCF, Wealth Management..., CERTIFIED FINANCIAL..., Retirement, Fixed Annuities, Investments, Wealth Management, Financial Planning, Financial Services
Education
Albion College
Bachelor's degree, Business
Arizona State University
Ferris State University
Michael Ciciura Michael Ciciura's Invest Financial Experience January 2000 - Present
Job Financial Advisor at LSB Financial Services
Industry Financial Services
Experience
Invest Financial January 2000 - Present
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 63, Life and Health..., Series 7, Investment Advisory, Financial Services, Retirement, Wealth, Wealth Management, Wealth Management..., Asset Allocation, Retirement Planning, Asset Management, Finance
Education
Benedictine University 2000 — 2003
Master of Business Administration (M.B.A.), Portfolio Theory/Organizational Behavior
Loyola University Chicago 1987 — 1991
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Mathematics and Philosophy
Quigley South High School (Chicago) 1983 — 1987
Graduated in top ten of class
Invest Financial January 2000 - Present
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 63, Life and Health..., Series 7, Investment Advisory, Financial Services, Retirement, Wealth, Wealth Management, Wealth Management..., Asset Allocation, Retirement Planning, Asset Management, Finance
Education
Benedictine University 2000 — 2003
Master of Business Administration (M.B.A.), Portfolio Theory/Organizational Behavior
Loyola University Chicago 1987 — 1991
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Mathematics and Philosophy
Quigley South High School (Chicago) 1983 — 1987
Graduated in top ten of class
Kimberly Surber, CFP CDFA Kimberly Surber, CFP CDFA's Invest Financial Experience 1998 - 2000
Job Helping Clients and their Families to Live Their Life's Vision
Industry Financial Services
Experience
Encore Financial Consulting October 2001 - Present
The Strategic Financial Alliance October 2001 - Present
Waddell & Reed September 2000 - September 2001
Invest Financial 1998 - 2000
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life
Education
Oglethorpe University 1998 — 2000
Certified Financial Planner, CFP Program
University of California, Los Angeles 1992 — 1995
BA, Music Performance
California State University-Long Beach 1989 — 1992
BA, Music Performance
Encore Financial Consulting October 2001 - Present
The Strategic Financial Alliance October 2001 - Present
Waddell & Reed September 2000 - September 2001
Invest Financial 1998 - 2000
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Investment Advisory, IRAs, Long Term Care Insurance, Wealth Management, Series 7, 401k, Social Security Income..., 401k Rollovers, 529 Plans, Disability Insurance, Life Insurance, Certified Financial..., Mutual Funds, Estate Planning, Investment Strategies, Investment Management, Small Business, Long-term Care, Securities, Financial Advisory, Insurance, Investments, Series 63, Term Life Insurance, Whole Life, Variable Annuities, Wealth, FINRA, Series 6, Financial Services, Finance, Roth IRA, Asset Allocation, Personal Finance, Wealth Management..., Asset Management, Universal Life
Education
Oglethorpe University 1998 — 2000
Certified Financial Planner, CFP Program
University of California, Los Angeles 1992 — 1995
BA, Music Performance
California State University-Long Beach 1989 — 1992
BA, Music Performance
Randall R. Cooper Randall R. Cooper's Invest Financial Experience 1995 - 2001
Job Setting the professional standard for divorce coaching through CDC Certified Divorce Coach training and certification!
Industry Professional Training & Coaching
Experience
CDC Certified Divorce Coach July 2010 - Present
Divorce Partners July 2005 - Present
Invest Financial 1995 - 2001
Investment Centers of America 1995 - 2001
Skills
Mediation, Coaching, Financial Analysis, Training, Executive Coaching, Personal Development, Leadership Development
Education
CDC College for Divorce Coaching 2012 — 2012
CDC Certified Divorce Coach, Personal Divorce Coaching
WealthStrong, Inc. 2009 — 2011
Certified Financial Coach, Financial Coaching
Retirement Options 2007 — 2008
Certified Retirement Coach, Certified Retirement Coach
Heartland Institute for Financial Education 2005 — 2006
CFEd, Certified Financial Educator
University of South Florida 2005 — 2005
Supreme Court of Florida Certified Family Mediator, Certified Family Mediator
Eastern Michigan University 2004 — 2005
Certified Divorce Financial Analyst, MBA
Institute of Divorce Financial Analysts 2004 — 2004
CDFA, Divorce Financial Analysis
Eastern Michigan University 1979 — 1980
MBA, Business management
Eastern Michigan University 1976 — 1979
BBA, Business administration
CDC Certified Divorce Coach July 2010 - Present
Divorce Partners July 2005 - Present
Invest Financial 1995 - 2001
Investment Centers of America 1995 - 2001
Skills
Mediation, Coaching, Financial Analysis, Training, Executive Coaching, Personal Development, Leadership Development
Education
CDC College for Divorce Coaching 2012 — 2012
CDC Certified Divorce Coach, Personal Divorce Coaching
WealthStrong, Inc. 2009 — 2011
Certified Financial Coach, Financial Coaching
Retirement Options 2007 — 2008
Certified Retirement Coach, Certified Retirement Coach
Heartland Institute for Financial Education 2005 — 2006
CFEd, Certified Financial Educator
University of South Florida 2005 — 2005
Supreme Court of Florida Certified Family Mediator, Certified Family Mediator
Eastern Michigan University 2004 — 2005
Certified Divorce Financial Analyst, MBA
Institute of Divorce Financial Analysts 2004 — 2004
CDFA, Divorce Financial Analysis
Eastern Michigan University 1979 — 1980
MBA, Business management
Eastern Michigan University 1976 — 1979
BBA, Business administration
Joni Steenhoek's Invest Financial Experience February 2005 - October 2005
Job Registered Client Associate at U.S. Bancorp Investments, Inc.
Industry Investment Management
Experience
U.S. Bancorp Investments, Inc. March 2007 - Present
Rognes Corporation October 2005 - March 2007
INVEST Financial February 2005 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Iowa State University 2001 — 2004
Family Resource Management, Financial Counseling
Simpson College 2000 — 2001
Bachelor of Fine Arts (BFA), International Management, Spanish
U.S. Bancorp Investments, Inc. March 2007 - Present
Rognes Corporation October 2005 - March 2007
INVEST Financial February 2005 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Iowa State University 2001 — 2004
Family Resource Management, Financial Counseling
Simpson College 2000 — 2001
Bachelor of Fine Arts (BFA), International Management, Spanish
Dan Wehner's Invest Financial Experience September 1996 - Present
Job Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial September 1996 - Present
Benefit Financial Services January 2008 - December 2010
Allied Home Mortgage 2007 - 2009
Skills
Retirement Planning, Fixed Annuities, Insurance, Financial Planners, Mortgage Lending, Life Insurance, Estate Planning, Disability Insurance, Investments, Financial Analysis, Employee Benefits, Strategic Financial...
Education
The Ohio State University
Invest Financial September 1996 - Present
Benefit Financial Services January 2008 - December 2010
Allied Home Mortgage 2007 - 2009
Skills
Retirement Planning, Fixed Annuities, Insurance, Financial Planners, Mortgage Lending, Life Insurance, Estate Planning, Disability Insurance, Investments, Financial Analysis, Employee Benefits, Strategic Financial...
Education
The Ohio State University
Myra Kontakos Myra Kontakos's Invest Financial Experience January 2003 - March 2009
Job Investment Operations Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
Ameriprise Financial June 2012 - January 2014
American Investment Services April 2010 - June 2012
Invest Financial January 2003 - March 2009
Skills
Investments, Insurance, Securities, Fixed Income, Mutual Funds, Back Office, Middle Office, Banking, Equities, Loans, Financial Services, Series 7, Derivatives, Series 63, Series 24
Education
Boise State University
Northwestern Mutual May 2014 - Present
Ameriprise Financial June 2012 - January 2014
American Investment Services April 2010 - June 2012
Invest Financial January 2003 - March 2009
Skills
Investments, Insurance, Securities, Fixed Income, Mutual Funds, Back Office, Middle Office, Banking, Equities, Loans, Financial Services, Series 7, Derivatives, Series 63, Series 24
Education
Boise State University
Sandra Tuell Sandra Tuell's Invest Financial Experience October 2010 - Present
Job Copywriter/Marketing Content Specialist at INVEST Financial
Industry
Experience
Invest Financial October 2010 - Present
Education
University of South Florida 1986 — 1989
BA, Journalism
Indiana University Bloomington 1981 — 1983
Psychology
Invest Financial October 2010 - Present
Education
University of South Florida 1986 — 1989
BA, Journalism
Indiana University Bloomington 1981 — 1983
Psychology
Merlin Gackle Merlin Gackle's Invest Financial Experience 1996 - 1998
Job VP, Business Development, Teleperformance USA Fin.Serv.,Ins. & Healthcare DME (top 1% in Profile Views) (2000+ #1)
Industry Financial Services
Experience
Teleperformance USA March 2011 - Present
Stream Global Services October 2009 - January 2011
eTelecare Global Solutions, Inc. September 2007 - October 2009
Keane, Inc. April 2005 - June 2007
Sykes Corporation December 2002 - April 2005
Mellon Financial Services, Inc. August 1999 - October 2002
INVEST Financial Services December 1989 - August 1999
Invest Financial 1996 - 1998
Skills
BPO, Outsourcing, Mergers, Budgets, Call Center, Vendor Management, Offshoring, Lead Generation, CRM, Customer Experience, Operations Management, Account Management, Customer Satisfaction, Customer Retention, Team Management, Relationship Management, Process Improvement, Service Delivery, Performance Management, Telemarketing, Call Centers, Strategy, Leadership, Executive Management, Mergers & Acquisitions, Sales, Business Development, Sales Operations, Financial Services, New Business Development, Business Process, Banking, Management, Finance, Sales Management, Insurance, Marketing, Workforce Management, Business Process..., Strategic Financial..., Investments, Contact Centers, Key Account..., Contract Negotiation
Education
Portland State University 1971 — 1973
Education
Montana State University-Billings 1966 — 1969
Bachelor of Science (B.Sc.), Music Education
Teleperformance USA March 2011 - Present
Stream Global Services October 2009 - January 2011
eTelecare Global Solutions, Inc. September 2007 - October 2009
Keane, Inc. April 2005 - June 2007
Sykes Corporation December 2002 - April 2005
Mellon Financial Services, Inc. August 1999 - October 2002
INVEST Financial Services December 1989 - August 1999
Invest Financial 1996 - 1998
Skills
BPO, Outsourcing, Mergers, Budgets, Call Center, Vendor Management, Offshoring, Lead Generation, CRM, Customer Experience, Operations Management, Account Management, Customer Satisfaction, Customer Retention, Team Management, Relationship Management, Process Improvement, Service Delivery, Performance Management, Telemarketing, Call Centers, Strategy, Leadership, Executive Management, Mergers & Acquisitions, Sales, Business Development, Sales Operations, Financial Services, New Business Development, Business Process, Banking, Management, Finance, Sales Management, Insurance, Marketing, Workforce Management, Business Process..., Strategic Financial..., Investments, Contact Centers, Key Account..., Contract Negotiation
Education
Portland State University 1971 — 1973
Education
Montana State University-Billings 1966 — 1969
Bachelor of Science (B.Sc.), Music Education
Sharon Hallax's Invest Financial Experience January 2012 - Present
Job Senior Compliance Analyst at Invest Financial
Industry Financial Services
Experience
Invest Financial January 2012 - Present
First Founders Securities, Inc.(formerly Equity Leadership Group) September 2004 - December 2008
Equity Leadership Group 2002 - 2004
Education
Rollins College 1994 — 1995
Financial Planner
Invest Financial January 2012 - Present
First Founders Securities, Inc.(formerly Equity Leadership Group) September 2004 - December 2008
Equity Leadership Group 2002 - 2004
Education
Rollins College 1994 — 1995
Financial Planner
Paul Massa Paul Massa's Invest Financial Experience April 1988 - September 2014
Job CERTIFIED FINANCIAL PLANNER® at Insight Wealth Advisors,LLC
Industry Financial Services
Experience
Raymond James Financial Inc. (678) 792-4404 x9 October 2014 - Present
Invest Financial April 1988 - September 2014
Skills
Retirement Planning, Wealth, Financial Planning, Portfolio Management, Wealth Management, Finance, Mutual Funds, Financial Services, Insurance, Investments, Management, Strategic Planning, Customer Service, Asset Management, Asset Allocation, Investment Strategies
Education
Oglethorpe University
The Professional Financial Planner Program, Financial Planning
The University of Georgia
BLA, Environmental Design/Architecture
Raymond James Financial Inc. (678) 792-4404 x9 October 2014 - Present
Invest Financial April 1988 - September 2014
Skills
Retirement Planning, Wealth, Financial Planning, Portfolio Management, Wealth Management, Finance, Mutual Funds, Financial Services, Insurance, Investments, Management, Strategic Planning, Customer Service, Asset Management, Asset Allocation, Investment Strategies
Education
Oglethorpe University
The Professional Financial Planner Program, Financial Planning
The University of Georgia
BLA, Environmental Design/Architecture
Sue Lockwood Sue Lockwood's Invest Financial Experience 1985 - 1994
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Raymond James October 2013 - Present
Raymond James Financial Services July 2008 - October 2013
LPL Financial Services 1996 - 2008
Invest Financial 1985 - 1994
Skills
Series 7, Series 63, Health Insurance, Life/Variable Life, Series 66
Education
Olivet Nazarene University
B.A., Business Administration
Glen Hart Glen Hart's Invest Financial Experience October 2007 - September 2011
Job Experienced Sales and Account Manager
Industry Public Relations and Communications
Experience
Realityworks June 2012 - December 2012
Invest Financial October 2007 - September 2011
First Baptist and Lebanon Baptist Church June 2003 - May 2007
Skills
Character Actor, Film Editing, Short Films, Film Production, American Sign Language, Directing, Series 7, Series 66, Life, Health, Accident..., Trumpet, Piano, Acoustic Guitar, Microsoft Office 2007, Mac OS X, Final Cut Pro, Public Speaking, Public Relations, Strategic Financial..., Financial Advisory, Sales Presentations, Sales Operations, Youth Ministry, Ministry Leadership, Music Ministry, Microsoft Excel, Microsoft Word, Strategic Consulting, Music Education, Secondary Education
Education
Faith Baptist Bible College and Theological Seminary 1997 — 2002
Bachelor of Arts (B.A.), Biblical Studies
University of Southern California 1995 — 1998
Realityworks June 2012 - December 2012
Invest Financial October 2007 - September 2011
First Baptist and Lebanon Baptist Church June 2003 - May 2007
Skills
Character Actor, Film Editing, Short Films, Film Production, American Sign Language, Directing, Series 7, Series 66, Life, Health, Accident..., Trumpet, Piano, Acoustic Guitar, Microsoft Office 2007, Mac OS X, Final Cut Pro, Public Speaking, Public Relations, Strategic Financial..., Financial Advisory, Sales Presentations, Sales Operations, Youth Ministry, Ministry Leadership, Music Ministry, Microsoft Excel, Microsoft Word, Strategic Consulting, Music Education, Secondary Education
Education
Faith Baptist Bible College and Theological Seminary 1997 — 2002
Bachelor of Arts (B.A.), Biblical Studies
University of Southern California 1995 — 1998
Brian M. Lehner, CFP®, CEP® Brian M. Lehner, CFP®, CEP®'s Invest Financial Experience September 1999 - September 2000
Job CERTIFIED FINANCIAL PLANNER™, Investment Consultant, Financial Advisor
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Darin Stevens, CFP® Darin Stevens, CFP®'s Invest Financial Experience February 2009 - Present
Job OSJ Manager at Invest Financial
Industry Financial Services
Experience
Advisors Southeastern Alliance February 2009 - Present
Invest Financial February 2009 - Present
AIG Royal Alliance January 2001 - February 2009
Merrill Lynch August 1999 - January 2001
Skills
Series 24, Series 65, IRAs, Long-term Care, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Securities, Series 7
Education
Georgia State University 1998 — 1999
BBA, Marketing
University of Georgia - Terry College of Business 1991 — 1998
Marketing/Economics
FINRA
Series 4, 7, 24, 51, 66
Advisors Southeastern Alliance February 2009 - Present
Invest Financial February 2009 - Present
AIG Royal Alliance January 2001 - February 2009
Merrill Lynch August 1999 - January 2001
Skills
Series 24, Series 65, IRAs, Long-term Care, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Securities, Series 7
Education
Georgia State University 1998 — 1999
BBA, Marketing
University of Georgia - Terry College of Business 1991 — 1998
Marketing/Economics
FINRA
Series 4, 7, 24, 51, 66
Michael Scott Grohocki-Proctor Michael Scott Grohocki-Proctor's Invest Financial Experience April 2001 - April 2004
Job News Group Business Administration Coordinator supporting CNN BEST
Industry Broadcast Media
Experience
CNN February 2013 - Present
Turner Broadcasting August 2011 - February 2013
Turner Broadcasting September 2010 - September 2011
United Funding Mortgage Corp. April 2010 - June 2010
Taylor, Bean & Whitaker April 2004 - September 2009
Invest Financial April 2001 - April 2004
USAF, 91st Intelligence Squadron, Ft. George G. Meade August 1999 - March 2001
USAF, U.S. Defense Attache Office, U.S. Embassy, Madrid, Spain/Defense Intelligence Agency July 1998 - August 1999
USAF, U.S. Defense Attache Office, U.S. Embassy, Tashkent, Uzbekistan & Kiev, Ukraine/DIA September 1997 - December 1997
USAF, U.S. Defense Attache Office, U.S. Embassy, Moscow, Russia/DIA August 1995 - September 1997
Skills
Access, PowerPoint, Project Management, SharePoint, Visio, Office Administration, Intelligence Analysis, Intelligence Reporting, Classroom Instruction, C-Level Executive..., Travel Management, Job Scheduling, Meeting Scheduling, Communication Skills, Marketing Communications, Organization &..., Problem Solving, Microsoft Word, Pivot Tables, Outlook, Microsoft Publisher, PeopleSoft, Peopleclick, BrassRing, Pagemaker, HRIS, Employee Management, Company Newsletters, Management, Onboarding, Training, Program Management
Education
Excelsior College
Bachelor of Science, Liberal Arts/Russian and Czech Studies
Community College of the Air Force
Associated of Applied Science, Interpreting and Translating
CNN February 2013 - Present
Turner Broadcasting August 2011 - February 2013
Turner Broadcasting September 2010 - September 2011
United Funding Mortgage Corp. April 2010 - June 2010
Taylor, Bean & Whitaker April 2004 - September 2009
Invest Financial April 2001 - April 2004
USAF, 91st Intelligence Squadron, Ft. George G. Meade August 1999 - March 2001
USAF, U.S. Defense Attache Office, U.S. Embassy, Madrid, Spain/Defense Intelligence Agency July 1998 - August 1999
USAF, U.S. Defense Attache Office, U.S. Embassy, Tashkent, Uzbekistan & Kiev, Ukraine/DIA September 1997 - December 1997
USAF, U.S. Defense Attache Office, U.S. Embassy, Moscow, Russia/DIA August 1995 - September 1997
Skills
Access, PowerPoint, Project Management, SharePoint, Visio, Office Administration, Intelligence Analysis, Intelligence Reporting, Classroom Instruction, C-Level Executive..., Travel Management, Job Scheduling, Meeting Scheduling, Communication Skills, Marketing Communications, Organization &..., Problem Solving, Microsoft Word, Pivot Tables, Outlook, Microsoft Publisher, PeopleSoft, Peopleclick, BrassRing, Pagemaker, HRIS, Employee Management, Company Newsletters, Management, Onboarding, Training, Program Management
Education
Excelsior College
Bachelor of Science, Liberal Arts/Russian and Czech Studies
Community College of the Air Force
Associated of Applied Science, Interpreting and Translating
Jenna Inglese Jenna Inglese's Invest Financial Experience June 2008 - August 2013
Job Yoga Instructor
Industry Human Resources
Experience
Invest Financial June 2008 - August 2013
Office of Councilman Frank DiCicco in City Hall May 2011 - August 2011
Child Guidance Resource Centers May 2010 - September 2010
Skills
Consulting, Psychology, Customer Service, PowerPoint, Problem Solving, Social Media, Excel, Outlook, Research, Teamwork, Administration, Analysis, Social Networking, Writing, Mentoring, Psychological Assessment, Editing, Healthcare, Mental Health, Accurate Record Keeping, Multi Tasking, Cultural Awareness, School Psychology, Compassion, Human Resources, Fundraising, Administrative..., Marketing, Data Entry
Education
Philadelphia College of Osteopathic Medicine 2013 — 2016
Educational Specialist, School Psychology
Philadelphia College of Osteopathic Medicine 2012 — 2013
Master of Science (M.S.), Psychology
Philadelphia University 2008 — 2012
Bachelor of Science, Psychology Major, Law & Society Minor
Invest Financial June 2008 - August 2013
Office of Councilman Frank DiCicco in City Hall May 2011 - August 2011
Child Guidance Resource Centers May 2010 - September 2010
Skills
Consulting, Psychology, Customer Service, PowerPoint, Problem Solving, Social Media, Excel, Outlook, Research, Teamwork, Administration, Analysis, Social Networking, Writing, Mentoring, Psychological Assessment, Editing, Healthcare, Mental Health, Accurate Record Keeping, Multi Tasking, Cultural Awareness, School Psychology, Compassion, Human Resources, Fundraising, Administrative..., Marketing, Data Entry
Education
Philadelphia College of Osteopathic Medicine 2013 — 2016
Educational Specialist, School Psychology
Philadelphia College of Osteopathic Medicine 2012 — 2013
Master of Science (M.S.), Psychology
Philadelphia University 2008 — 2012
Bachelor of Science, Psychology Major, Law & Society Minor
Gary Dorsey, CFP Gary Dorsey, CFP's Invest Financial Experience January 1995 - Present
Job Certified Financial Planner
Industry Investment Management
Experience
Invest Financial January 1995 - Present
Skills
Investments, Wealth Management
Education
Georgia State University 1993 — 1995
Master's Degree, Personal Financial Planning
Georgia Southern University 1989 — 1993
Bachelor's Degree, Finance, General
Invest Financial January 1995 - Present
Skills
Investments, Wealth Management
Education
Georgia State University 1993 — 1995
Master's Degree, Personal Financial Planning
Georgia Southern University 1989 — 1993
Bachelor's Degree, Finance, General
Katherine Morosani's Invest Financial Experience March 2015 - Present
Job Registered Representative Invest Financial Corporation, Adjunct Professor at UNC Asheville & AB Tech
Industry Financial Services
Experience
Invest Financial March 2015 - Present
UNC Asheville August 2015 - Present
Asheville-Buncombe Technical Community College March 2015 - Present
KM Consulting September 2008 - Present
Asheville Speed Dating December 2006 - Present
Ladies Who Lunch May 2005 - Present
Asheville Downtown Civitan Club October 2013 - Present
Asheville-Buncombe Technical Community College October 2013 - December 2014
University of Phoenix November 2009 - August 2013
American Red Cross March 2013 - June 2013
Skills
Business Analysis, Employee Benefits, Leadership Development, Public Speaking, Non-profits, Fundraising, Project Management, Strategic Planning, Leadership, Public Relations, Entrepreneurship, Event Management, Coaching, Program Management, Management Consulting, Organizational..., Change Management, Event Planning, Team Building, Training, Management, Small Business, Budgets, Staff Development, Marketing, Marketing Communications, Nonprofits, Business Strategy, Sales, Strategy, Social Media, Project Planning, Marketing Strategy, Research, Analysis, Workshop Facilitation, Program Development, Team Leadership, Conflict Resolution, Human Resources, Customer Service, Community Outreach, Social Media Marketing, Policy, E-commerce, Volunteer Management, Social Networking, Strategic Communications, Government, Proposal Writing
Education
University of Phoenix 2010 — 2015
Doctoral Learner, Management - Organizational Leadership, ABD
University of Phoenix 2004 — 2006
MBA, e-business
Cumbie Trull Real Estate School 2004 — 2004
Licensed, Real Estate
Rollins College 1987 — 1991
BA, International Relations
Asheville School 1985 — 1987
High School diploma
Asheville Country Day School
Invest Financial March 2015 - Present
UNC Asheville August 2015 - Present
Asheville-Buncombe Technical Community College March 2015 - Present
KM Consulting September 2008 - Present
Asheville Speed Dating December 2006 - Present
Ladies Who Lunch May 2005 - Present
Asheville Downtown Civitan Club October 2013 - Present
Asheville-Buncombe Technical Community College October 2013 - December 2014
University of Phoenix November 2009 - August 2013
American Red Cross March 2013 - June 2013
Skills
Business Analysis, Employee Benefits, Leadership Development, Public Speaking, Non-profits, Fundraising, Project Management, Strategic Planning, Leadership, Public Relations, Entrepreneurship, Event Management, Coaching, Program Management, Management Consulting, Organizational..., Change Management, Event Planning, Team Building, Training, Management, Small Business, Budgets, Staff Development, Marketing, Marketing Communications, Nonprofits, Business Strategy, Sales, Strategy, Social Media, Project Planning, Marketing Strategy, Research, Analysis, Workshop Facilitation, Program Development, Team Leadership, Conflict Resolution, Human Resources, Customer Service, Community Outreach, Social Media Marketing, Policy, E-commerce, Volunteer Management, Social Networking, Strategic Communications, Government, Proposal Writing
Education
University of Phoenix 2010 — 2015
Doctoral Learner, Management - Organizational Leadership, ABD
University of Phoenix 2004 — 2006
MBA, e-business
Cumbie Trull Real Estate School 2004 — 2004
Licensed, Real Estate
Rollins College 1987 — 1991
BA, International Relations
Asheville School 1985 — 1987
High School diploma
Asheville Country Day School
Kevin Wiseman, LUTCF's Invest Financial Experience June 2012 - Present
Job Agency Manager at Virginia Farm Bureau Mutual Insurance Company
Industry Insurance
Experience
Invest Financial June 2012 - Present
Virginia Farm Bureau April 2005 - Present
Virginia Farm Bureau March 1998 - April 2005
Pulaski County Schools August 1991 - March 1998
Skills
Sales Management, Project Management, Strategic Financial..., Risk Management, Coaching, Property & Casualty..., Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Estate Planning, Retirement Planning, Liability Insurance
Education
Radford University 1986 — 1991
Bachelor's degree, Education
The American College
LUTCF
Invest Financial June 2012 - Present
Virginia Farm Bureau April 2005 - Present
Virginia Farm Bureau March 1998 - April 2005
Pulaski County Schools August 1991 - March 1998
Skills
Sales Management, Project Management, Strategic Financial..., Risk Management, Coaching, Property & Casualty..., Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Estate Planning, Retirement Planning, Liability Insurance
Education
Radford University 1986 — 1991
Bachelor's degree, Education
The American College
LUTCF
Andrew Baird's Invest Financial Experience June 2002 - June 2006
Job Sr. Director Marketing & Communications at Telx
Industry Telecommunications
Experience
Telx September 2014 - Present
Telx January 2014 - August 2014
Telx May 2011 - December 2013
Arbinet June 2006 - May 2011
Invest Financial June 2002 - June 2006
Synergy Bank June 2002 - June 2006
Oppenheimerfunds March 1998 - March 2002
Skills
Product Management, Pricing, Market Research, Project Management, Leadership, Training, Web Marketing, Product Design, Target Marketing, Telecommunications, VoIP, Product Marketing, Web Development, Web Analytics, Web 2.0, Web Design, User Experience, User Experience Design, Product Development, Marketing, B2B, Integrated Marketing, Sales, E-commerce
Education
General Assembly 2012 — 2013
User Experience (UX)
Rutgers University-New Brunswick 2003 — 2006
B.S. Marketing, English & Psychoanalysis
Telx September 2014 - Present
Telx January 2014 - August 2014
Telx May 2011 - December 2013
Arbinet June 2006 - May 2011
Invest Financial June 2002 - June 2006
Synergy Bank June 2002 - June 2006
Oppenheimerfunds March 1998 - March 2002
Skills
Product Management, Pricing, Market Research, Project Management, Leadership, Training, Web Marketing, Product Design, Target Marketing, Telecommunications, VoIP, Product Marketing, Web Development, Web Analytics, Web 2.0, Web Design, User Experience, User Experience Design, Product Development, Marketing, B2B, Integrated Marketing, Sales, E-commerce
Education
General Assembly 2012 — 2013
User Experience (UX)
Rutgers University-New Brunswick 2003 — 2006
B.S. Marketing, English & Psychoanalysis
Robert L Hill Robert L Hill's Invest Financial Experience March 1996 - May 1999
Job Entrepreneur / Independent Insurance Broker/Employee Benefits Consultant/ Small Business Marketing Expert
Industry Health, Wellness and Fitness
Experience
Hill Benefits Group April 2010 - Present
Aflac August 2012 - Present
National Benefit Builders Inc. (NBBI) May 2009 - Present
Avaya May 2003 - December 2011
Eagles Edge Marketing and Business Solutions June 2003 - August 2008
Invest Financial March 1996 - May 1999
Franklin Templeton Investments 1994 - 1996
Publix Super Markets 1984 - 1994
Skills
Small Business, Wellness, Benefits, Customer Relations, Marketing Management, Marketing Strategy, Direct Marketing, Sales Presentations, Notary Public, Salesforce.com, Business Coaching, Creative Writer, Creative Strategy, Creative Writing, Business Planning, Small Business Marketing, Promotions, SAP, Customer Satisfaction, Advertising, Minority Business..., Entrepreneurship, Consulting, Innovation, Customer Service, Licensed Life & Health..., Blogging
Education
Florida Metropolitan University 1990 — 1994
Bachelors of Science, Marketing and Business Management, Graduated Magna Cum Laude with a 3.77 gpa
Savannah State University
Business Administration and Management, General
Hill Benefits Group April 2010 - Present
Aflac August 2012 - Present
National Benefit Builders Inc. (NBBI) May 2009 - Present
Avaya May 2003 - December 2011
Eagles Edge Marketing and Business Solutions June 2003 - August 2008
Invest Financial March 1996 - May 1999
Franklin Templeton Investments 1994 - 1996
Publix Super Markets 1984 - 1994
Skills
Small Business, Wellness, Benefits, Customer Relations, Marketing Management, Marketing Strategy, Direct Marketing, Sales Presentations, Notary Public, Salesforce.com, Business Coaching, Creative Writer, Creative Strategy, Creative Writing, Business Planning, Small Business Marketing, Promotions, SAP, Customer Satisfaction, Advertising, Minority Business..., Entrepreneurship, Consulting, Innovation, Customer Service, Licensed Life & Health..., Blogging
Education
Florida Metropolitan University 1990 — 1994
Bachelors of Science, Marketing and Business Management, Graduated Magna Cum Laude with a 3.77 gpa
Savannah State University
Business Administration and Management, General
Sharon Flaspohler Sharon Flaspohler's Invest Financial Experience March 2002 - Present
Job Senior Vice President at Invest Financial
Industry Financial Services
Experience
Invest Financial March 2002 - Present
Education
Oklahoma State University 1985 — 1990
BBA, Business- Management and Marketing
Invest Financial March 2002 - Present
Education
Oklahoma State University 1985 — 1990
BBA, Business- Management and Marketing
Mark Ettinger Mark Ettinger's Invest Financial Experience June 2009 - December 2011
Job VP Advisory Operations, New Accounts & Account Maintenance at INVEST Financial Corporation
Industry Financial Services
Experience
INVEST Financial Corporation January 2014 - Present
INVEST Financial Corporation February 2002 - Present
Invest Financial June 2009 - December 2011
INVEST Financial Corporation January 2009 - June 2009
INVEST Financial Corporation February 2003 - January 2009
INVEST Financial Corporation January 2002 - February 2003
Skills
Series 7, Series 63, Fixed Annuities, Series 24, Mutual Funds, Securities, Retirement, FINRA, Series 65, Uniform Combined State..., Alternative Investments, Fixed Income, Equities, Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Asset Managment, Wealth Management, Insurance, Financial Advisory, 401k
Education
Clemson University 1986 — 1990
BS, Business Management
INVEST Financial Corporation January 2014 - Present
INVEST Financial Corporation February 2002 - Present
Invest Financial June 2009 - December 2011
INVEST Financial Corporation January 2009 - June 2009
INVEST Financial Corporation February 2003 - January 2009
INVEST Financial Corporation January 2002 - February 2003
Skills
Series 7, Series 63, Fixed Annuities, Series 24, Mutual Funds, Securities, Retirement, FINRA, Series 65, Uniform Combined State..., Alternative Investments, Fixed Income, Equities, Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Asset Managment, Wealth Management, Insurance, Financial Advisory, 401k
Education
Clemson University 1986 — 1990
BS, Business Management
David Saltzman David Saltzman's Invest Financial Experience January 1990 - March 1993
Job Senior VP Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. February 1994 - Present
Prudential Financial March 1993 - February 1994
Invest Financial January 1990 - March 1993
Skills
Equities, Portfolio Management, Wealth Management, Asset Allocation, Certified Financial..., Financial Advisory, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Finance, Alternative Investments, Retirement Planning
Education
Georgia State University 1984 — 1985
Actuarial Science
Georgia Institute of Technology 1981 — 1985
UBS Financial Services, Inc. February 1994 - Present
Prudential Financial March 1993 - February 1994
Invest Financial January 1990 - March 1993
Skills
Equities, Portfolio Management, Wealth Management, Asset Allocation, Certified Financial..., Financial Advisory, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Finance, Alternative Investments, Retirement Planning
Education
Georgia State University 1984 — 1985
Actuarial Science
Georgia Institute of Technology 1981 — 1985
Bob Angel Bob Angel's Invest Financial Experience January 1999 - December 2002
Job Biospecimen Coordinator at University of Noth Carolina
Industry Research
Experience
University of North Carolina at Chapel Hill May 2015 - Present
INC Research August 2013 - May 2015
University of North Carolina at Chapel Hill 2003 - 2012
Invest Financial January 1999 - December 2002
Salomon Smith Barney 1998 - 1998
Olin Corporation 1991 - 1993
Ohio Sleep Medicine Institute 1991 - 1991
The Ohio State University Wexner Medical Center 1990 - 1990
Skills
Immunohistochemistry, ELISA, Western Blotting, Immunocytochemistry, HPLC, Data Analysis, Animal Models, Tissue Culture, Experimental Design, Behavioral Neuroscience, Cell Culture, Fluorescence Microscopy, Clinical Development, Animal Husbandry, Neuropharmacology, GCP, Data Preparation, Study Monitoring, Data Entry, Animal Surgery, RIA, Clinical Trials, ICH-GCP, RT-PCR, Project Management, SharePoint, Histology, Laboratory Management
Education
University of Rochester School of Medicine and Dentistry 1993 — 1997
M.S., (Ph.D. program in Neuroscience, All but dissertation)
The Ohio State University 1991 — 1992
M.A., Psychobiology
University at Albany, SUNY 1989 — 1991
B.S., Chemistry/Psychology
Monroe Community College 1987 — 1989
A.S., Lib Arts/Chemistry
University of North Carolina at Chapel Hill May 2015 - Present
INC Research August 2013 - May 2015
University of North Carolina at Chapel Hill 2003 - 2012
Invest Financial January 1999 - December 2002
Salomon Smith Barney 1998 - 1998
Olin Corporation 1991 - 1993
Ohio Sleep Medicine Institute 1991 - 1991
The Ohio State University Wexner Medical Center 1990 - 1990
Skills
Immunohistochemistry, ELISA, Western Blotting, Immunocytochemistry, HPLC, Data Analysis, Animal Models, Tissue Culture, Experimental Design, Behavioral Neuroscience, Cell Culture, Fluorescence Microscopy, Clinical Development, Animal Husbandry, Neuropharmacology, GCP, Data Preparation, Study Monitoring, Data Entry, Animal Surgery, RIA, Clinical Trials, ICH-GCP, RT-PCR, Project Management, SharePoint, Histology, Laboratory Management
Education
University of Rochester School of Medicine and Dentistry 1993 — 1997
M.S., (Ph.D. program in Neuroscience, All but dissertation)
The Ohio State University 1991 — 1992
M.A., Psychobiology
University at Albany, SUNY 1989 — 1991
B.S., Chemistry/Psychology
Monroe Community College 1987 — 1989
A.S., Lib Arts/Chemistry
Steve Blum Steve Blum's Invest Financial Experience 1989 - 1993
Job Business Development Specialist at TIME Financial, a Crump Company
Industry Insurance
Experience
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
Kim Cox's Invest Financial Experience February 2013 - May 2014
Job Licensed Principal
Industry Financial Services
Experience
Invest Financial February 2013 - May 2014
Waddell & Reed June 2011 - October 2012
Waddell & Reed 2003 - 2007
Waddell & Reed August 2001 - February 2003
American Century Investments January 1998 - August 2001
UMB Mortgage Co 1994 - 1998
Skills
Series 7, Securities, Mutual Funds, Retirement Planning, Uniform Combined State..., Financial Services, Series 24, Loans, Investments, Retirement, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Life Insurance, Banking
Education
Baker University 2001 — 2003
MBA, Business
Washburn University 1989 — 1992
BS, Business Administration
Invest Financial February 2013 - May 2014
Waddell & Reed June 2011 - October 2012
Waddell & Reed 2003 - 2007
Waddell & Reed August 2001 - February 2003
American Century Investments January 1998 - August 2001
UMB Mortgage Co 1994 - 1998
Skills
Series 7, Securities, Mutual Funds, Retirement Planning, Uniform Combined State..., Financial Services, Series 24, Loans, Investments, Retirement, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Life Insurance, Banking
Education
Baker University 2001 — 2003
MBA, Business
Washburn University 1989 — 1992
BS, Business Administration
Jason Schuh Jason Schuh's Invest Financial Experience April 1998 - October 2001
Job BI / Analytics Architect at Pragmatic Works
Industry Information Technology and Services
Experience
Pragmatic Works July 2014 - Present
Steinmart April 2013 - July 2014
Stein Mart February 2011 - April 2013
Taviant November 2006 - February 2011
Avanade January 2004 - November 2006
ProClarity October 2001 - December 2004
Invest Financial April 1998 - October 2001
Threshold Consulting Services July 1998 - August 1999
Coopers & Lybrand Consulting January 1996 - July 1998
US Army June 1990 - December 1992
Skills
Business Intelligence, Data Warehousing, Analysis Services, ETL, SSIS, Data Modeling, Business Analysis, Microsoft SQL Server, OLAP, SSRS, T-SQL, Data Warehouse..., Database Design, SQL, SharePoint, Dimensional Modeling, Business Intelligence..., MDX, Pre-sales, Master Data Management, Architecture, Predictive Modeling, Data Mining, SSAS, SQL Server, Performance Point, Agile Methodologies, Architectures, Predictive Analytics, SPSS, Big Data, Management, R, SAS, Statistical Data...
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
Florida State University - College of Business 1994 — 1996
BS, Managment Information Systems
Pragmatic Works July 2014 - Present
Steinmart April 2013 - July 2014
Stein Mart February 2011 - April 2013
Taviant November 2006 - February 2011
Avanade January 2004 - November 2006
ProClarity October 2001 - December 2004
Invest Financial April 1998 - October 2001
Threshold Consulting Services July 1998 - August 1999
Coopers & Lybrand Consulting January 1996 - July 1998
US Army June 1990 - December 1992
Skills
Business Intelligence, Data Warehousing, Analysis Services, ETL, SSIS, Data Modeling, Business Analysis, Microsoft SQL Server, OLAP, SSRS, T-SQL, Data Warehouse..., Database Design, SQL, SharePoint, Dimensional Modeling, Business Intelligence..., MDX, Pre-sales, Master Data Management, Architecture, Predictive Modeling, Data Mining, SSAS, SQL Server, Performance Point, Agile Methodologies, Architectures, Predictive Analytics, SPSS, Big Data, Management, R, SAS, Statistical Data...
Education
Northwestern University 2013 — 2015
Master of Science (MS), Predictive Analytics
Florida State University - College of Business 1994 — 1996
BS, Managment Information Systems
Deanna Gerber Deanna Gerber's Invest Financial Experience 2010 - 2010
Job Marketing and Management
Industry Marketing and Advertising
Experience
ANN INC. (LOFT) 2014 - Present
Style Salvation August 2012 - Present
ath Power Consulting 2010 - 2014
Self Employed Market Manager 2003 - 2012
Invest Financial 2010 - 2010
InventHelp 2008 - 2010
Mak Fashion 2006 - 2008
Skills
Management, Social Media, Process Scheduler, Training, Marketing, Office Management, Sales, Event Management, Blogging, Social Networking, E-commerce, Fashion, Email Marketing, Merchandising, Social Media Marketing, Leadership, Customer Service, Online Marketing, Event Planning, Project Coordination, Editing, Retail, Market Research, Advertising, Design
Education
Massasoit Community College 2008 — 2010
Associates Degree, Graphic Design
ANN INC. (LOFT) 2014 - Present
Style Salvation August 2012 - Present
ath Power Consulting 2010 - 2014
Self Employed Market Manager 2003 - 2012
Invest Financial 2010 - 2010
InventHelp 2008 - 2010
Mak Fashion 2006 - 2008
Skills
Management, Social Media, Process Scheduler, Training, Marketing, Office Management, Sales, Event Management, Blogging, Social Networking, E-commerce, Fashion, Email Marketing, Merchandising, Social Media Marketing, Leadership, Customer Service, Online Marketing, Event Planning, Project Coordination, Editing, Retail, Market Research, Advertising, Design
Education
Massasoit Community College 2008 — 2010
Associates Degree, Graphic Design
Manny Calderon Manny Calderon's Invest Financial Experience November 2005 - Present
Job Securities Principal at Invest Financial
Industry Financial Services
Experience
Invest Financial November 2005 - Present
ABN AMRO Bank N.V. April 2003 - September 2005
One Financial Center Brokerage December 1999 - April 2002
Web Street Securities September 1997 - December 1999
Skills
Investments, Mutual Funds, Management, Securities, Series 63, Customer Service, Series 7, Wealth Management, Investment Advisory, Financial Analysis, FINRA
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
DePaul University
Bachelor of Commerce (B.Com.), Finance
Invest Financial November 2005 - Present
ABN AMRO Bank N.V. April 2003 - September 2005
One Financial Center Brokerage December 1999 - April 2002
Web Street Securities September 1997 - December 1999
Skills
Investments, Mutual Funds, Management, Securities, Series 63, Customer Service, Series 7, Wealth Management, Investment Advisory, Financial Analysis, FINRA
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
DePaul University
Bachelor of Commerce (B.Com.), Finance
Bill Waggoner Bill Waggoner's Invest Financial Experience 2009 - Present
Job Investment Advisor Representative at Executive Wealth Management LLC
Industry Financial Services
Experience
Executive Wealth Management LLC 2009 - Present
Invest Financial 2009 - Present
Oakland Community College 2001 - Present
ITT Technical Institute 2009 - Present
Best Vest Investments 1996 - 2009
Dean Witter 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services
Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance
University of Arizona 1976 — 1982
Renewable Natural Resources
Executive Wealth Management LLC 2009 - Present
Invest Financial 2009 - Present
Oakland Community College 2001 - Present
ITT Technical Institute 2009 - Present
Best Vest Investments 1996 - 2009
Dean Witter 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services
Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance
University of Arizona 1976 — 1982
Renewable Natural Resources
David Ferland David Ferland's Invest Financial Experience August 2005 - August 2012
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Invest Financial August 2005 - August 2012
Education
Southern New Hampshire University 1982 — 1985
Bachelor of Science (B.S.), Finance, Marketing
Ameriprise Financial Services, Inc. August 2012 - Present
Invest Financial August 2005 - August 2012
Education
Southern New Hampshire University 1982 — 1985
Bachelor of Science (B.S.), Finance, Marketing
Tiffany Markley Tiffany Markley's Invest Financial Experience September 2001 - December 2004
Job Administrative Services Director at Global Equipment Sales & Service
Industry Facilities Services
Experience
Global Equipment Sales & Service July 2010 - Present
Markley's Exterior Insulation Systems, Inc. June 2004 - October 2009
Invest Financial September 2001 - December 2004
Livingston Pest Control, Inc January 1997 - January 2001
Skills
Office Management, Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Account Reconciliation, Inventory Management, Conflict Resolution, Organizational..., Expense Management, Financial Reporting, Employee Relations, Human Resources, Compliance, Client Development, Collections, Dispatching, Technical Support, Spreadsheets, Executive..., Drop Ship, Customer Service, Telephone Reception, Typing, Invoicing, Bookkeeping, Microsoft Word, Microsoft Excel, Sage, Windows 7, Expenses, Invoice Processing, QuickBooks, Budgets, Management, Microsoft Office, Operations Management
Education
Tallahassee Community College 2005 — 2007
Armwood High School 1992 — 1995
Diploma, Business Education
Global Equipment Sales & Service July 2010 - Present
Markley's Exterior Insulation Systems, Inc. June 2004 - October 2009
Invest Financial September 2001 - December 2004
Livingston Pest Control, Inc January 1997 - January 2001
Skills
Office Management, Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Account Reconciliation, Inventory Management, Conflict Resolution, Organizational..., Expense Management, Financial Reporting, Employee Relations, Human Resources, Compliance, Client Development, Collections, Dispatching, Technical Support, Spreadsheets, Executive..., Drop Ship, Customer Service, Telephone Reception, Typing, Invoicing, Bookkeeping, Microsoft Word, Microsoft Excel, Sage, Windows 7, Expenses, Invoice Processing, QuickBooks, Budgets, Management, Microsoft Office, Operations Management
Education
Tallahassee Community College 2005 — 2007
Armwood High School 1992 — 1995
Diploma, Business Education
Melvin Dove's Invest Financial Experience March 2008 - June 2012
Job Operations Associate at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Lisa Sharpe Lisa Sharpe's Invest Financial Experience January 2008 - February 2009
Job Assistant Operations Manager at 1st Source Bank
Industry Financial Services
Experience
Triad Advisors August 2012 - November 2013
Thrivent Financial for Lutherans June 2009 - June 2012
Invest Financial January 2008 - February 2009
Ameriprise Financial Services, Inc. July 2002 - January 2008
Ambrosia Banquet & Catering, Inc. April 2000 - November 2001
Sharpe Enterprises, Inc. January 1994 - February 1998
IBM May 1992 - July 1994
Howmet Corporation October 1984 - April 1991
Skills
Project Management, Public Relations, Event/Conference..., Administrative..., Business Development, Financial Services
Education
Purdue University North Central
Associate's Degree
Triad Advisors August 2012 - November 2013
Thrivent Financial for Lutherans June 2009 - June 2012
Invest Financial January 2008 - February 2009
Ameriprise Financial Services, Inc. July 2002 - January 2008
Ambrosia Banquet & Catering, Inc. April 2000 - November 2001
Sharpe Enterprises, Inc. January 1994 - February 1998
IBM May 1992 - July 1994
Howmet Corporation October 1984 - April 1991
Skills
Project Management, Public Relations, Event/Conference..., Administrative..., Business Development, Financial Services
Education
Purdue University North Central
Associate's Degree
Paul Coffin, MBA Paul Coffin, MBA's Invest Financial Experience May 2011 - May 2013
Job Regional Vice President at Moody National Companies
Industry Financial Services
Experience
Moody National Companies July 2015 - Present
Vertical Capital Markets Group, LLC May 2013 - Present
Invest Financial May 2011 - May 2013
TPP, Inc. 2009 - June 2011
Prudential Financial 2008 - 2009
Prudential Financial 2007 - 2008
Prudential Financial 2006 - 2007
Sun Life Financial 2005 - 2006
Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
Stetson University 2001 — 2005
Business, Marketing, Spanish
Bishop Verot High School
Moody National Companies July 2015 - Present
Vertical Capital Markets Group, LLC May 2013 - Present
Invest Financial May 2011 - May 2013
TPP, Inc. 2009 - June 2011
Prudential Financial 2008 - 2009
Prudential Financial 2007 - 2008
Prudential Financial 2006 - 2007
Sun Life Financial 2005 - 2006
Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
Stetson University 2001 — 2005
Business, Marketing, Spanish
Bishop Verot High School
Jesus Zues Contreras Jesus Zues Contreras's Invest Financial Experience June 2003 - January 2006
Job President at World Media Revolution
Industry Publishing
Experience
World Media Revolution February 2011 - Present
Jazz Solo Guitar March 2008 - Present
Bridgecraft USA 2009 - 2012
Invest Financial June 2003 - January 2006
Skills
Music Production, Music Publishing, Music Licensing, Songwriting, Composition, Guitar, Film Scoring, Recording, Sound, Drums, Bass, Marketing
Education
California State University-Chico 1990 — 1993
BS, Business, Finance, Economics, Music
Fullerton College 1984 — 1987
AA, Music and Fine Arts
World Media Revolution February 2011 - Present
Jazz Solo Guitar March 2008 - Present
Bridgecraft USA 2009 - 2012
Invest Financial June 2003 - January 2006
Skills
Music Production, Music Publishing, Music Licensing, Songwriting, Composition, Guitar, Film Scoring, Recording, Sound, Drums, Bass, Marketing
Education
California State University-Chico 1990 — 1993
BS, Business, Finance, Economics, Music
Fullerton College 1984 — 1987
AA, Music and Fine Arts
Tom Tulaney Tom Tulaney's Invest Financial Experience Financial AdvisorMerrill LynchSeptember 2010 - February 2014
Job AVP, Financial Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial Financial AdvisorMerrill LynchSeptember 2010 - February 2014
Skills
Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Asset Allocation, Investment Strategies, Series 63, Asset Management, Alternative Investments
Education
King's College 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Invest Financial Financial AdvisorMerrill LynchSeptember 2010 - February 2014
Skills
Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Asset Allocation, Investment Strategies, Series 63, Asset Management, Alternative Investments
Education
King's College 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Fran Mantione's Invest Financial Experience March 2002 - June 2012
Job Branch Manager, the National Bank of Malvern
Industry Financial Services
Experience
The National Bank of Malvern April 2014 - Present
The National Bank of Malvern April 2014 - Present
Brumbaugh Wealth Management April 2013 - June 2013
Invest Financial March 2002 - June 2012
Graystone Wealth Management January 2002 - June 2012
First National Bank of Chester County 2002 - 2012
Chester Valley Golf Club January 2000 - January 2002
St. Patrick School January 1989 - January 2000
Norwood Fontbonne Academy January 1975 - January 1986
Skills
Investments, Management, Financial Services, Wealth Management, Retirement, Series 7, Insurance, Mutual Funds, Portfolio Management, Strategic Financial..., Strategic Planning, Investment Advisory, Asset Management, Asset Allocation, Life Insurance, Series 6, Financial Advisory, IRAs, Retirement Planning, Customer Service, Budgets, Banking, 401k, Marketing, Finance, Risk Management, Training, Microsoft Excel, Series 63, Program Management, Financial Planning
Education
Chestnut Hill College
B.S, Elementary Education
The National Bank of Malvern April 2014 - Present
The National Bank of Malvern April 2014 - Present
Brumbaugh Wealth Management April 2013 - June 2013
Invest Financial March 2002 - June 2012
Graystone Wealth Management January 2002 - June 2012
First National Bank of Chester County 2002 - 2012
Chester Valley Golf Club January 2000 - January 2002
St. Patrick School January 1989 - January 2000
Norwood Fontbonne Academy January 1975 - January 1986
Skills
Investments, Management, Financial Services, Wealth Management, Retirement, Series 7, Insurance, Mutual Funds, Portfolio Management, Strategic Financial..., Strategic Planning, Investment Advisory, Asset Management, Asset Allocation, Life Insurance, Series 6, Financial Advisory, IRAs, Retirement Planning, Customer Service, Budgets, Banking, 401k, Marketing, Finance, Risk Management, Training, Microsoft Excel, Series 63, Program Management, Financial Planning
Education
Chestnut Hill College
B.S, Elementary Education
Gary Rome, ChFC Gary Rome, ChFC's Invest Financial Experience April 1998 - March 2005
Job Chartered Financial Consultant
Industry Financial Services
Experience
LPL Financial and Independent Financial Partners October 2011 - Present
Edward Jones March 2005 - October 2011
Invest Financial April 1998 - March 2005
Skills
Financial Advisory, Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., 401k Rollovers, Fixed Income, Bonds, Alternative Investments, Long Term Care, Simple IRA, Series 7, Series 63, Series 65
Education
The American College 1994 — 2001
Chartered Financial Consultant, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MA, Human Resources Management and Services
Minnesota State University, Mankato 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General, NA
LPL Financial and Independent Financial Partners October 2011 - Present
Edward Jones March 2005 - October 2011
Invest Financial April 1998 - March 2005
Skills
Financial Advisory, Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Insurance Planning, Retirement Income..., 401k Rollovers, Fixed Income, Bonds, Alternative Investments, Long Term Care, Simple IRA, Series 7, Series 63, Series 65
Education
The American College 1994 — 2001
Chartered Financial Consultant, Financial Planning and Services
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MA, Human Resources Management and Services
Minnesota State University, Mankato 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General, NA
Rande Zellers Rande Zellers's Invest Financial Experience July 2003 - May 2004
Job Senior Vice President, Premier Banking Manager
Industry Financial Services
Experience
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
Emilio Gutierrez Emilio Gutierrez's Invest Financial Experience April 2000 - September 2001
Job Associate Director of Network Office Supervision Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
Northwestern Mutual August 2013 - Present
Tamarind Investments October 2012 - February 2013
Wealth Solutions Inc January 2012 - June 2012
NEXT Financial Group, Inc. September 2009 - December 2011
Stanford Group Company April 2006 - April 2009
JPMorgan Chase July 2005 - April 2006
American General Life Companies is now part of the AIG Family! July 2004 - July 2005
E*TRADE Financial September 2001 - October 2003
Invest Financial April 2000 - September 2001
Skills
OSJ-Supervision, Securities Suitability..., International Compliance, Advertising and Sales..., AML, FINRA,SEC and State..., Off-Shore Securities..., General Securities..., Variable Annuities, 1035 exchanges, FINRA Gateway-CRD, FINRA Licensing and..., Product Disclosure Forms, WSPs, Equity Research Reports..., Equity Analyst..., Securities, FINRA, Licensing, Banking, Asset Allocation, Series 24, Series 7, Financial Risk, Financial Advisory, Mutual Funds, Wealth Management, Financial Services, Retirement, Alternative Investments, Fixed Income, Asset Management, Wealth Management..., Equities, Estate Planning, Financial Planners, Series 63, Due Diligence, Investment Banking, Trading, Strategic Financial..., Retirement Planning, Investment Advisory, Insurance, Finance, Portfolio Management, Investments, Fixed Annuities, USA PATRIOT Act, OFAC
Education
University of Houston 1991 — 1997
Bachelor of Business Administration (BBA), Double Major: Finance/Management
Alief-Elsik High School 1987 — 1991
High School, General
The University of Texas at Austin
Finance
John Marx's Invest Financial Experience February 1995 - October 1996
Job Program Manager, Wealth Management Services at Elevations C.U. available through CUSO Fin. Svcs LP(Member FINRA/SIPC)
Industry Financial Services
Experience
Bank of the West April 2011 - October 2011
Fifth Third Securities December 2010 - April 2011
Ohio National December 2005 - January 2009
National City Bank April 2005 - December 2005
Nationwide Financial January 2000 - March 2005
McDonald Investments August 1996 - December 1999
Invest Financial February 1995 - October 1996
Skills
Series 7, Series 8, Series 65, Series 53, Series 24
Education
Miami University 1981 — 1984
Business, Marketing
Kansas State University 1980 — 1981
Business
Bank of the West April 2011 - October 2011
Fifth Third Securities December 2010 - April 2011
Ohio National December 2005 - January 2009
National City Bank April 2005 - December 2005
Nationwide Financial January 2000 - March 2005
McDonald Investments August 1996 - December 1999
Invest Financial February 1995 - October 1996
Skills
Series 7, Series 8, Series 65, Series 53, Series 24
Education
Miami University 1981 — 1984
Business, Marketing
Kansas State University 1980 — 1981
Business
Federico C. Vaamonde, CFP® Federico C. Vaamonde, CFP®'s Invest Financial Experience June 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Invest Financial June 2012 - Present
AXA Advisors June 2006 - May 2012
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Retirement, Financial Analysis, Portfolio Management, Asset Management, IRAs, Asset Allocation, Alternative Investments, Risk Management, Financial Modeling, Finance, Business Planning, Corporate Finance, Fixed Income, Insurance
Education
Cornell University 1992 — 1995
MPS, Agricultural Economics
Universidad Metropolitana (VE) 1973 — 1978
Ingeniero Electricista
Invest Financial June 2012 - Present
AXA Advisors June 2006 - May 2012
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Retirement, Financial Analysis, Portfolio Management, Asset Management, IRAs, Asset Allocation, Alternative Investments, Risk Management, Financial Modeling, Finance, Business Planning, Corporate Finance, Fixed Income, Insurance
Education
Cornell University 1992 — 1995
MPS, Agricultural Economics
Universidad Metropolitana (VE) 1973 — 1978
Ingeniero Electricista
Durene Scott Durene Scott's Invest Financial Experience 1984 - 2000
Job Director of Client Relations at Bridgespan
Industry Financial Services
Experience
Bridgespan February 2015 - Present
United Capital Financial Partners, Inc May 2010 - January 2015
Invest Financial 1984 - 2000
Merrill Lynch 1982 - 1984
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Mergers & Acquisitions, Retirement, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Management
Bridgespan February 2015 - Present
United Capital Financial Partners, Inc May 2010 - January 2015
Invest Financial 1984 - 2000
Merrill Lynch 1982 - 1984
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Mergers & Acquisitions, Retirement, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Management
Larry Minogue Larry Minogue's Invest Financial Experience May 1991 - April 1995
Job Certified Financial Planner
Industry Investment Management
Experience
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
Jessica Joy Conz Jessica Joy Conz's Invest Financial Experience April 2009 - April 2011
Job Singer/Songwriter, Musician, Recording/Performing Artist, Sound Recording Copyright Owner
Industry Music
Experience
SoundExchange November 2014 - Present
TuneCore September 2014 - Present
Broadcast Music, Inc. (BMI) October 2010 - Present
Joy Conz August 2001 - Present
Northfire Recording Studio October 2014 - October 2014
University of Massachusetts Amherst February 2013 - April 2014
The Set NYC August 2012 - March 2013
New York & Company August 2012 - January 2013
Giant Step Marketing May 2011 - August 2011
Invest Financial April 2009 - April 2011
Skills
Songwriting, Arts, Teaching, Recording, Marketing, Singing, Music Production, Music Theory, Music Performance, Garageband, Music, Nonprofits, Entertainment, Studio Recording, Vocal, Band, Music Industry, Songs, Facebook, Editing, Composition
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Arts with Individual Concentration, Performing Arts & Culture Studies, Minor in Sociology, GPA 3.6/4.0 Cum Laude Honors
Institute for the Musical Arts 2004 — 2008
ASCAP Scholarship recipient, Music Performance, Studio Recording, Music Production
Università degli Studi della Tuscia 2006 — 2007
Italian Language & Culture Studies
SoundExchange November 2014 - Present
TuneCore September 2014 - Present
Broadcast Music, Inc. (BMI) October 2010 - Present
Joy Conz August 2001 - Present
Northfire Recording Studio October 2014 - October 2014
University of Massachusetts Amherst February 2013 - April 2014
The Set NYC August 2012 - March 2013
New York & Company August 2012 - January 2013
Giant Step Marketing May 2011 - August 2011
Invest Financial April 2009 - April 2011
Skills
Songwriting, Arts, Teaching, Recording, Marketing, Singing, Music Production, Music Theory, Music Performance, Garageband, Music, Nonprofits, Entertainment, Studio Recording, Vocal, Band, Music Industry, Songs, Facebook, Editing, Composition
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor of Arts with Individual Concentration, Performing Arts & Culture Studies, Minor in Sociology, GPA 3.6/4.0 Cum Laude Honors
Institute for the Musical Arts 2004 — 2008
ASCAP Scholarship recipient, Music Performance, Studio Recording, Music Production
Università degli Studi della Tuscia 2006 — 2007
Italian Language & Culture Studies
Lisa Esteves-Dixon Lisa Esteves-Dixon's Invest Financial Experience September 2001 - March 2014
Job CERTIFIED FINANCIAL PLANNER; Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James April 2014 - Present
Invest Financial September 2001 - March 2014
Skills
Investments, Securities, Financial Advisory, Tax, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Retirement, Alternative Investments
Education
St. John's University 1987 — 1989
Associates Degree, Computer Science
The Mary Louis Academy 1983 — 1987
High School and Regents Diploma
Raymond James April 2014 - Present
Invest Financial September 2001 - March 2014
Skills
Investments, Securities, Financial Advisory, Tax, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Series 63, Strategic Financial..., Retirement, Alternative Investments
Education
St. John's University 1987 — 1989
Associates Degree, Computer Science
The Mary Louis Academy 1983 — 1987
High School and Regents Diploma
Kristy Haley's Invest Financial Experience May 2008 - March 2011
Job Chief Compliance Officer Advisory at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group July 2015 - Present
Cetera Financial Group March 2011 - July 2015
INVEST Financial May 2008 - March 2011
GunnAllen Financial August 2006 - May 2008
FPC Services, Inc. November 2000 - August 2006
Skills
Investment Advisory, Series 7, Series 63, Series 24, Series 65, Regulatory Compliance, ERISA, Equities, Retirement Planning, Wealth Management, Asset Management
Education
Eckerd College
University of South Florida
Cetera Financial Group July 2015 - Present
Cetera Financial Group March 2011 - July 2015
INVEST Financial May 2008 - March 2011
GunnAllen Financial August 2006 - May 2008
FPC Services, Inc. November 2000 - August 2006
Skills
Investment Advisory, Series 7, Series 63, Series 24, Series 65, Regulatory Compliance, ERISA, Equities, Retirement Planning, Wealth Management, Asset Management
Education
Eckerd College
University of South Florida
Devon Turnbaugh's Invest Financial Experience September 2012 - September 2013
Job Budget Analyst National Guard Bureau
Industry Defense & Space
Experience
National Guard Bureau September 2013 - Present
C-Co 1/138th IN BN November 2012 - Present
Invest Financial September 2012 - September 2013
outlaw crossfit 2012 - 2013
B Co 1/138th IN BN January 2010 - October 2012
Skills
Security Clearance, Military, Army, Military Operations, Military Experience, Force Protection, Operational Planning, Weapons, Portfolio Management, Financial Advisory, Retirement Planning, 401k Rollovers, College Education...
Education
Missouri Baptist University 2010 — 2011
Bachelor of Arts (BA), Theology/Theological Studies, B
Wentworth Military Academy 2008 — 2009
Associate of Science (A.S.), Military Science and Operational Studies, B
Fort Zumwalt South 2002 — 2006
National Guard Bureau September 2013 - Present
C-Co 1/138th IN BN November 2012 - Present
Invest Financial September 2012 - September 2013
outlaw crossfit 2012 - 2013
B Co 1/138th IN BN January 2010 - October 2012
Skills
Security Clearance, Military, Army, Military Operations, Military Experience, Force Protection, Operational Planning, Weapons, Portfolio Management, Financial Advisory, Retirement Planning, 401k Rollovers, College Education...
Education
Missouri Baptist University 2010 — 2011
Bachelor of Arts (BA), Theology/Theological Studies, B
Wentworth Military Academy 2008 — 2009
Associate of Science (A.S.), Military Science and Operational Studies, B
Fort Zumwalt South 2002 — 2006
Yoslaine Llaurado Yoslaine Llaurado's Invest Financial Experience March 2013 - Present
Job Investment Advisory Administrator at Invest Financial
Industry Financial Services
Experience
Invest Financial March 2013 - Present
Gibraltar Coins & Precious Metals February 2009 - July 2012
Florida State University August 2007 - May 2008
FSU School of Threatre August 2007 - May 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Spreadsheets, Investments, Teamwork, Purchasing, Data Entry, Telephone Skills, Administration, Quickbooks, Word, Excel, Administrative Support, Supervisory Skills, Billing, Financial Regulation, Series 7, Invoicing, Administrative..., Microsoft Excel, Project Management, Microsoft Word, QuickBooks
Education
University of South Florida 2011 — 2013
MBA, Business
Universita del Salento 2008 — 2008
Certificate of Completion, Italian Language and Literature
Florida State University 2004 — 2008
BA, Psychology, Theater
Invest Financial March 2013 - Present
Gibraltar Coins & Precious Metals February 2009 - July 2012
Florida State University August 2007 - May 2008
FSU School of Threatre August 2007 - May 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Spreadsheets, Investments, Teamwork, Purchasing, Data Entry, Telephone Skills, Administration, Quickbooks, Word, Excel, Administrative Support, Supervisory Skills, Billing, Financial Regulation, Series 7, Invoicing, Administrative..., Microsoft Excel, Project Management, Microsoft Word, QuickBooks
Education
University of South Florida 2011 — 2013
MBA, Business
Universita del Salento 2008 — 2008
Certificate of Completion, Italian Language and Literature
Florida State University 2004 — 2008
BA, Psychology, Theater
Trevor Davenport Trevor Davenport's Invest Financial Experience March 2015 - Present
Job Financial Advisor at INVEST Financial
Industry Financial Services
Experience
Invest Financial March 2015 - Present
Edward Jones January 2014 - January 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Retirement Planning, Financial Analysis, Microsoft Word, Finance, Leadership
Education
Oklahoma State University 2010 — 2013
Finance/Accounting
Oklahoma State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Invest Financial March 2015 - Present
Edward Jones January 2014 - January 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Retirement Planning, Financial Analysis, Microsoft Word, Finance, Leadership
Education
Oklahoma State University 2010 — 2013
Finance/Accounting
Oklahoma State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Paul Hertzan Paul Hertzan's Invest Financial Experience
Job Financial ad at Invest Financial
Industry Financial Services
Experience
Invest Financial
Education
Baruch College, City University of New York (CUNY) 1977 — 1979
Bachelor's degree, Business/Commerce, General
Invest Financial
Education
Baruch College, City University of New York (CUNY) 1977 — 1979
Bachelor's degree, Business/Commerce, General
Albert Althaus, CLU, ChFC, AEP Albert Althaus, CLU, ChFC, AEP's Invest Financial Experience April 2002 - Present
Job Investment Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial April 2002 - Present
New England Financial May 1980 - May 1999
Skills
Estate Planning, Fixed Annuities, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning, Disability Insurance, Retirement, Tax, Term Life Insurance, Trusts, Contract Negotiation, 401k, Employee Benefits, Insurance, Life Insurance
Education
State University of New York Empire State College 1987 — 1988
Bachelor of Science (B.S.)
The American College 1980 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Estate, Insurance and Financial Planning, CLU, ChFC
University of Buenos Aires
Invest Financial April 2002 - Present
New England Financial May 1980 - May 1999
Skills
Estate Planning, Fixed Annuities, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning, Disability Insurance, Retirement, Tax, Term Life Insurance, Trusts, Contract Negotiation, 401k, Employee Benefits, Insurance, Life Insurance
Education
State University of New York Empire State College 1987 — 1988
Bachelor of Science (B.S.)
The American College 1980 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Estate, Insurance and Financial Planning, CLU, ChFC
University of Buenos Aires
Stephen Castleberry Stephen Castleberry's Invest Financial Experience February 2013 - October 2014
Job Agent at Benoot Realty
Industry Financial Services
Experience
Benoot Realty October 2014 - Present
Invest Financial February 2013 - October 2014
Basketball Brno 2009 - 2012
Skills
Sports, Customer Service, Microsoft Excel
Education
Rider University 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Benoot Realty October 2014 - Present
Invest Financial February 2013 - October 2014
Basketball Brno 2009 - 2012
Skills
Sports, Customer Service, Microsoft Excel
Education
Rider University 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Barbara Baute Barbara Baute's Invest Financial Experience 1997 - 2000
Job Patient Care Manager (Hospice) at VNA of the Treasure Coast
Industry Hospital & Health Care
Experience
VNA of the Treasure Coast December 2014 - Present
VNA of the Treasure Coast July 2012 - December 2014
VNA of the Treasure Coast July 2011 - July 2012
Health Management Associates, Inc. January 2008 - March 2012
Health First 2006 - 2007
Barden Solutions, Inc. 2000 - 2005
Invest Financial 1997 - 2000
Infor (GEAC) 1996 - 1997
Barden Solutions, Inc. 1993 - 1996
CGI (formerly American Management Systems) 1991 - 1993
Skills
Hospice & Palliative..., End of Life, HIPAA, Patient Advocacy, EHR, Nursing, ACLS, Acute Care, Inpatient, Healthcare Management, Patient Safety, Medical-Surgical, Healthcare, BLS, Hospitals, EMR, Critical Care, ICU, Healthcare Information..., Telemetry
Education
Florida Atlantic University 2013 — 2016
Master's Degree, Adult/Geriatric Nurse Practitioner
Florida Atlantic University 2004 — 2006
BSN, Nursing
University of Florida 1988 — 1990
B.S. Computer and Information Sciences
VNA of the Treasure Coast December 2014 - Present
VNA of the Treasure Coast July 2012 - December 2014
VNA of the Treasure Coast July 2011 - July 2012
Health Management Associates, Inc. January 2008 - March 2012
Health First 2006 - 2007
Barden Solutions, Inc. 2000 - 2005
Invest Financial 1997 - 2000
Infor (GEAC) 1996 - 1997
Barden Solutions, Inc. 1993 - 1996
CGI (formerly American Management Systems) 1991 - 1993
Skills
Hospice & Palliative..., End of Life, HIPAA, Patient Advocacy, EHR, Nursing, ACLS, Acute Care, Inpatient, Healthcare Management, Patient Safety, Medical-Surgical, Healthcare, BLS, Hospitals, EMR, Critical Care, ICU, Healthcare Information..., Telemetry
Education
Florida Atlantic University 2013 — 2016
Master's Degree, Adult/Geriatric Nurse Practitioner
Florida Atlantic University 2004 — 2006
BSN, Nursing
University of Florida 1988 — 1990
B.S. Computer and Information Sciences
Gloria Patterson Gloria Patterson's Invest Financial Experience 2012 - Present
Job Operations Manager, MBA
Industry Consumer Goods
Experience
Carolina Blinds June 2006 - Present
Invest Financial 2012 - Present
Merrill Lynch July 2011 - November 2012
Cornerstone Financial Strategies June 1997 - October 2004
Skills
Asset Managment, Investments, Management, Retirement Planning, Training, Strategic Financial..., Series 7, Financial Advisory, Mortgage Lending, Marketing, Financial Services, Wealth Management, Asset Allocation, Event Planning, CRM, Business Development, Sales, Portfolio Management, Finance, Small Business, Financial Planning, Asset Management
Education
Series 7 and Series 66 2011 — 2011
Securities License
Montreat College, MBA 2006 — 2008
MBA
Montreat College
Carolina Blinds June 2006 - Present
Invest Financial 2012 - Present
Merrill Lynch July 2011 - November 2012
Cornerstone Financial Strategies June 1997 - October 2004
Skills
Asset Managment, Investments, Management, Retirement Planning, Training, Strategic Financial..., Series 7, Financial Advisory, Mortgage Lending, Marketing, Financial Services, Wealth Management, Asset Allocation, Event Planning, CRM, Business Development, Sales, Portfolio Management, Finance, Small Business, Financial Planning, Asset Management
Education
Series 7 and Series 66 2011 — 2011
Securities License
Montreat College, MBA 2006 — 2008
MBA
Montreat College
Patrick Flanary's Invest Financial Experience May 2014 - August 2014
Job Student at Murray State University
Industry Financial Services
Experience
Flanary Keepsake Farms May 2011 - Present
KHSAA August 2012 - October 2014
Invest Financial May 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Social Media, Finance, Financial Planning, Management, Leadership, Microsoft Word, Microsoft Excel
Education
Murray State University 2011 — 2015
Bachelor of Science (B.S.), Finance with Financial planning option
Flanary Keepsake Farms May 2011 - Present
KHSAA August 2012 - October 2014
Invest Financial May 2014 - August 2014
Skills
Microsoft Office, Public Speaking, Social Media, Finance, Financial Planning, Management, Leadership, Microsoft Word, Microsoft Excel
Education
Murray State University 2011 — 2015
Bachelor of Science (B.S.), Finance with Financial planning option
Cynthia Sicardo-Lopez Cynthia Sicardo-Lopez's Invest Financial Experience July 2012 - September 2014
Job Customer Service Representative at VF Imagewear
Industry Insurance
Experience
VF Imagewear September 2014 - Present
Invest Financial July 2012 - September 2014
WellCare Health Plans December 2011 - June 2012
State Farm Insurance Companies May 2006 - December 2011
Education
Ashford University 2010 — 2012
Bachelor of Arts (B.A.), Operations Management and Supervision
Walter L. Sickles High School
VF Imagewear September 2014 - Present
Invest Financial July 2012 - September 2014
WellCare Health Plans December 2011 - June 2012
State Farm Insurance Companies May 2006 - December 2011
Education
Ashford University 2010 — 2012
Bachelor of Arts (B.A.), Operations Management and Supervision
Walter L. Sickles High School
Debra Schalk Debra Schalk's Invest Financial Experience June 1989 - June 1994
Job Head Retail Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
William Blair & Company March 2014 - Present
Citi June 1997 - October 2013
Stifel Financial Corp. 1996 - 1997
Morgan Stanley July 1994 - February 1996
Invest Financial June 1989 - June 1994
Midwest Financial Group June 1986 - June 1989
Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management
Education
Northwestern University 2009 — 2010
Certificate, College of Financial Planning
University of Illinois Springfield 1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Kevin Komar's Invest Financial Experience August 2008 - Present
Job Financial Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial August 2008 - Present
Education
Cleveland State University
Bachelor's degree, Finance
Invest Financial August 2008 - Present
Education
Cleveland State University
Bachelor's degree, Finance
Stephanie (Culp) Holder, MBA Stephanie (Culp) Holder, MBA's Invest Financial Experience September 1999 - March 2000
Job HR Financial Analyst Lead at Travis County
Industry Government Administration
Experience
Travis County December 2014 - Present
TML MultiState Intergovernmental Employee Benefits Pool March 2001 - December 2014
TML Intergovernmental Employee Benefits Pool April 2000 - March 2001
Invest Financial September 1999 - March 2000
WELLS FARGO & COMPANY May 1997 - August 1999
Skills
Analysis, Management, Accounts Receivable, Access, Accounts Payable, Microsoft Office, Accounting, Time Management, Employee Relations, Leadership, Research, Account Management, Policy, Outlook, Auditing, Training, Purchasing, Team Building, Payroll, Process Scheduler, Budgets, Financial Reporting, Sales, Finance, Internal Audit, Troubleshooting, Microsoft Excel, Human Resources, Process Improvement, Invoicing, Account Reconciliation, Insurance, Customer Service, Strategic Planning, Microsoft Word, Recruiting, Project Planning
Education
Concordia University-Austin 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Woman's University 1995 — 1999
Bachelors of Business Administration, Accounting
Travis County December 2014 - Present
TML MultiState Intergovernmental Employee Benefits Pool March 2001 - December 2014
TML Intergovernmental Employee Benefits Pool April 2000 - March 2001
Invest Financial September 1999 - March 2000
WELLS FARGO & COMPANY May 1997 - August 1999
Skills
Analysis, Management, Accounts Receivable, Access, Accounts Payable, Microsoft Office, Accounting, Time Management, Employee Relations, Leadership, Research, Account Management, Policy, Outlook, Auditing, Training, Purchasing, Team Building, Payroll, Process Scheduler, Budgets, Financial Reporting, Sales, Finance, Internal Audit, Troubleshooting, Microsoft Excel, Human Resources, Process Improvement, Invoicing, Account Reconciliation, Insurance, Customer Service, Strategic Planning, Microsoft Word, Recruiting, Project Planning
Education
Concordia University-Austin 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Woman's University 1995 — 1999
Bachelors of Business Administration, Accounting
Robert Legare's Invest Financial Experience January 2014 - March 2015
Job Client Consultant
Industry Insurance
Experience
Benefitfocus April 2015 - Present
KS Financial Group January 2014 - March 2015
Invest Financial January 2014 - March 2015
MetLife March 2009 - December 2013
Skills
Voluntary Employee..., Insurance Consulting, Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, IRAs, Disability Insurance, Variable Annuities, Fixed Annuities, 529 Plans, Business Continuity..., 401k Rollovers, Series 6, Series 63, Estate Preservation, Wealth Transfer
Education
Bishop England
Clemson University
Bachelor of Science (B.S.)
College of Charleston
Benefitfocus April 2015 - Present
KS Financial Group January 2014 - March 2015
Invest Financial January 2014 - March 2015
MetLife March 2009 - December 2013
Skills
Voluntary Employee..., Insurance Consulting, Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, IRAs, Disability Insurance, Variable Annuities, Fixed Annuities, 529 Plans, Business Continuity..., 401k Rollovers, Series 6, Series 63, Estate Preservation, Wealth Transfer
Education
Bishop England
Clemson University
Bachelor of Science (B.S.)
College of Charleston
Greg Baugh Greg Baugh's Invest Financial Experience April 2007 - January 2011
Job Franchise Business Consultant at Servpro Industries
Industry Management Consulting
Experience
Servpro Industries July 2013 - Present
Strategic Financial Partners July 2011 - July 2013
American Security Bank & Trust April 2007 - January 2011
Invest Financial April 2007 - January 2011
Banc of America Investment Services, Inc. October 2005 - April 2007
Bank of America July 1998 - October 2005
Skills
Investments, Finance, Banking, Small Business, Insurance, Customer Service, FINRA, Securities, Strategic Planning, Mutual Funds, Sales Management, Wealth Management, Sales, Team Building, Public Speaking, Marketing, Management, Leadership
Education
Liberty University 2008 — 2010
Bachelor's of Science, Business: Finance
Middle Tennessee State University 1987 — 1988
Business Administration: Management
University of Tennessee at Martin 1986 — 1987
Business Administration: Management
Servpro Industries July 2013 - Present
Strategic Financial Partners July 2011 - July 2013
American Security Bank & Trust April 2007 - January 2011
Invest Financial April 2007 - January 2011
Banc of America Investment Services, Inc. October 2005 - April 2007
Bank of America July 1998 - October 2005
Skills
Investments, Finance, Banking, Small Business, Insurance, Customer Service, FINRA, Securities, Strategic Planning, Mutual Funds, Sales Management, Wealth Management, Sales, Team Building, Public Speaking, Marketing, Management, Leadership
Education
Liberty University 2008 — 2010
Bachelor's of Science, Business: Finance
Middle Tennessee State University 1987 — 1988
Business Administration: Management
University of Tennessee at Martin 1986 — 1987
Business Administration: Management
Nydia Abreu Nydia Abreu's Invest Financial Experience March 2012 - July 2012
Job AML Compliance Analyst at Financial Intelligence Unit at CITI
Industry Marketing and Advertising
Experience
Citi July 2012 - Present
Invest Financial March 2012 - July 2012
Citibank November 2010 - October 2011
Community Bank of Naples April 2005 - November 2009
Sperry Associates Federal Credit Union May 2002 - March 2005
Citibank (previously European American Bank) May 2000 - September 2001
Skills
Anti Money Laundering, Marketing, Marketing Communications, Direct Marketing, Public Relations, Advertising, Database Marketing, Sales, Fundraising, Event Management, Marketing Strategy, Online Marketing, Direct Mail, Email Marketing, Newsletters, Management, Project Management
Education
Ashford University
Bachelor's Degree, Organizational Management
Edison Community College
Associate's Degree, Business Administration, Marketing
Citi July 2012 - Present
Invest Financial March 2012 - July 2012
Citibank November 2010 - October 2011
Community Bank of Naples April 2005 - November 2009
Sperry Associates Federal Credit Union May 2002 - March 2005
Citibank (previously European American Bank) May 2000 - September 2001
Skills
Anti Money Laundering, Marketing, Marketing Communications, Direct Marketing, Public Relations, Advertising, Database Marketing, Sales, Fundraising, Event Management, Marketing Strategy, Online Marketing, Direct Mail, Email Marketing, Newsletters, Management, Project Management
Education
Ashford University
Bachelor's Degree, Organizational Management
Edison Community College
Associate's Degree, Business Administration, Marketing
Edward M Prybylski's Invest Financial Experience 1999 - 2001
Job Financial Advisor at E|M|P Group, Investment Professionals Inc
Industry Financial Services
Experience
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
Bob Summa's Invest Financial Experience 1999 - 2002
Job Director of National Accounts at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2014 - Present
Cetera Financial Institutions January 2010 - January 2014
LPL Financial Institution Services 2008 - July 2009
Independent Financial Marketing Group 2002 - 2008
Invest Financial 1999 - 2002
Invest Financial 1996 - 1999
Invest Financial 1993 - 1996
Society for Savings 1985 - 1990
Skills
Financial Services, Relationship Management, New Business Development, Life Insurance, Executive Management, Asset Allocation, Financial Analysis, Program Management, Sales, Management, Investment Advisory, Financial Advisory, Due Diligence, Business Development, Alternative Investments, 401k, Leadership, Retirement Planning, Risk Management, Sales Management, Series 63, Series 6, Wealth Management, Project Management, Process Improvement, Equities
Education
The University of Connecticut
Finance
Liberty Mutual Insurance January 2014 - Present
Cetera Financial Institutions January 2010 - January 2014
LPL Financial Institution Services 2008 - July 2009
Independent Financial Marketing Group 2002 - 2008
Invest Financial 1999 - 2002
Invest Financial 1996 - 1999
Invest Financial 1993 - 1996
Society for Savings 1985 - 1990
Skills
Financial Services, Relationship Management, New Business Development, Life Insurance, Executive Management, Asset Allocation, Financial Analysis, Program Management, Sales, Management, Investment Advisory, Financial Advisory, Due Diligence, Business Development, Alternative Investments, 401k, Leadership, Retirement Planning, Risk Management, Sales Management, Series 63, Series 6, Wealth Management, Project Management, Process Improvement, Equities
Education
The University of Connecticut
Finance
Jacqueline Prue Jacqueline Prue's Invest Financial Experience December 2008 - June 2012
Job Vice President at Clark Dodge & Company
Industry Financial Services
Experience
Clark Dodge & Company June 2012 - Present
Invest Financial December 2008 - June 2012
Royal Alliance 2004 - 2008
UBS Financial 1997 - 2004
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Roth IRA, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Financial Planners, Insurance, Investment Management, Financial Analysis, Risk Management, Wealth Management..., Financial Services, Hedge Funds, Small Business, Certified Financial..., Relationship Management, Financial Modeling, Finance, Long-term Care, Equities, Asset Management, Financial Advisory, Pensions, Fixed Annuities, Series 65, Series 24, Securities, Uniform Combined State..., 401k, Investment Banking, Fixed Income, Life Insurance, Variable Annuities, 401k Rollovers, Series 63, Trading, Bonds, FINRA, Series 6, IRAs
Education
Emory University 1990 — 1992
Master's, Theology
Mount Holyoke College 1973 — 1977
BA, Liberal Arts
Clark Dodge & Company June 2012 - Present
Invest Financial December 2008 - June 2012
Royal Alliance 2004 - 2008
UBS Financial 1997 - 2004
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Roth IRA, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Financial Planners, Insurance, Investment Management, Financial Analysis, Risk Management, Wealth Management..., Financial Services, Hedge Funds, Small Business, Certified Financial..., Relationship Management, Financial Modeling, Finance, Long-term Care, Equities, Asset Management, Financial Advisory, Pensions, Fixed Annuities, Series 65, Series 24, Securities, Uniform Combined State..., 401k, Investment Banking, Fixed Income, Life Insurance, Variable Annuities, 401k Rollovers, Series 63, Trading, Bonds, FINRA, Series 6, IRAs
Education
Emory University 1990 — 1992
Master's, Theology
Mount Holyoke College 1973 — 1977
BA, Liberal Arts
Krista Clark Krista Clark's Invest Financial Experience April 2014 - March 2015
Job Graphic and Web Designer at Grass Roots Marketing Inc.
Industry Marketing and Advertising
Experience
Grass Roots Marketing Inc. March 2015 - Present
Invest Financial April 2014 - March 2015
Katz and Kern LLP October 2014 - January 2015
Zoo New England June 2012 - August 2012
Skills
Project Management, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media, Social Media Marketing, Social Networking, Advertising, Brand Development, Brand Management, Branding & Identity, Brand Awareness, Graphic Design, Web Design, Community Outreach, Microsoft Office, Writing, Promotions, Event Planning, Event Management, Events Coordination, Internal Communications, Sales, Fundraising, Nonprofits, InDesign, Photoshop, Illustrator, PowerPoint, Presentations, Sales Presentations, Business Development, Email Marketing, Digital Strategy, Customer Service, Small Business, Online Marketing, Facebook, Management, Newsletters, Copywriting
Education
Suffolk University 2010 — 2013
Bachelor of Science in Journalism, Advertising, 3.8
Potomac State College of West Virginia University 2009 — 2010
Communication, Journalism, and Related Programs, 3.6
Grass Roots Marketing Inc. March 2015 - Present
Invest Financial April 2014 - March 2015
Katz and Kern LLP October 2014 - January 2015
Zoo New England June 2012 - August 2012
Skills
Project Management, Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media, Social Media Marketing, Social Networking, Advertising, Brand Development, Brand Management, Branding & Identity, Brand Awareness, Graphic Design, Web Design, Community Outreach, Microsoft Office, Writing, Promotions, Event Planning, Event Management, Events Coordination, Internal Communications, Sales, Fundraising, Nonprofits, InDesign, Photoshop, Illustrator, PowerPoint, Presentations, Sales Presentations, Business Development, Email Marketing, Digital Strategy, Customer Service, Small Business, Online Marketing, Facebook, Management, Newsletters, Copywriting
Education
Suffolk University 2010 — 2013
Bachelor of Science in Journalism, Advertising, 3.8
Potomac State College of West Virginia University 2009 — 2010
Communication, Journalism, and Related Programs, 3.6
Doris Kaucher Doris Kaucher's Invest Financial Experience May 2008 - January 2014
Job Registered Representitive at Paradigm Wealth Management, LLC
Industry Financial Services
Experience
First Allied Securities, Inc. January 2014 - Present
Invest Financial May 2008 - January 2014
D. Kaucher and Associates, LLC May 2008 - January 2014
Skills
Professional..., Retirement, Insurance, Mutual Funds, IRAs, Term Life Insurance, Disability Insurance, 401k, Wealth Management, Financial Planners, Securities, Investment Strategies, Variable Annuities
Education
Delaware Valley College
Accounting and Business/Management
Pennsylvania State University-Penn State Abington
Drafting and Design Technology
Slippery Rock State College
Business Science
First Allied Securities, Inc. January 2014 - Present
Invest Financial May 2008 - January 2014
D. Kaucher and Associates, LLC May 2008 - January 2014
Skills
Professional..., Retirement, Insurance, Mutual Funds, IRAs, Term Life Insurance, Disability Insurance, 401k, Wealth Management, Financial Planners, Securities, Investment Strategies, Variable Annuities
Education
Delaware Valley College
Accounting and Business/Management
Pennsylvania State University-Penn State Abington
Drafting and Design Technology
Slippery Rock State College
Business Science
Jason Grover's Invest Financial Experience 2011 - Present
Job Financial Consultant at Community Investment Services, Inc.
Industry Financial Services
Experience
Community Investment Services, Inc. March 2011 - Present
Invest Financial 2011 - Present
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" March 2010 - April 2011
Morgan Stanley Smith Barney September 2007 - March 2010
United States Navy March 2004 - September 2007
United States Navy February 2000 - March 2004
Frontier Communications Corporation June 1994 - June 1996
Skills
Strategic Financial..., Retirement, Investments, Life Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Insurance, Small Business, Employee Benefits
Education
Embry-Riddle Aeronautical University 2004 — 2007
Bachelor of Science, Professional Aeronautics; Minor in Management
Community Investment Services, Inc. March 2011 - Present
Invest Financial 2011 - Present
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" March 2010 - April 2011
Morgan Stanley Smith Barney September 2007 - March 2010
United States Navy March 2004 - September 2007
United States Navy February 2000 - March 2004
Frontier Communications Corporation June 1994 - June 1996
Skills
Strategic Financial..., Retirement, Investments, Life Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Insurance, Small Business, Employee Benefits
Education
Embry-Riddle Aeronautical University 2004 — 2007
Bachelor of Science, Professional Aeronautics; Minor in Management
Raymond Rusinak Raymond Rusinak's Invest Financial Experience June 2008 - September 2014
Job Financial Compliance Professional
Industry Financial Services
Experience
INVEST Financial June 2008 - September 2014
Farina and Associates, Inc. March 2004 - April 2007
Goldman Sachs September 1993 - March 2004
Skills
Series 7, Series 66, Series 24, Compliance, Branch Examiner, Securities Regulation, Suitability, Advertising and..., Investments, Fixed Income, Financial Services, Wealth Management, FINRA, Alternative Investments, Finance, Insurance, Securities, Risk Management, Sales Review, Suitability Analysis, AML, ERISA
Education
Cornell University 1976 — 1980
Bachelor's Degree, Charles H. Dyson School of Applied Economics and Management
INVEST Financial June 2008 - September 2014
Farina and Associates, Inc. March 2004 - April 2007
Goldman Sachs September 1993 - March 2004
Skills
Series 7, Series 66, Series 24, Compliance, Branch Examiner, Securities Regulation, Suitability, Advertising and..., Investments, Fixed Income, Financial Services, Wealth Management, FINRA, Alternative Investments, Finance, Insurance, Securities, Risk Management, Sales Review, Suitability Analysis, AML, ERISA
Education
Cornell University 1976 — 1980
Bachelor's Degree, Charles H. Dyson School of Applied Economics and Management
Abigail Rose Parsons Abigail Rose Parsons's Invest Financial Experience May 2013 - August 2013
Job Internal Business Consultant
Industry Wholesale
Experience
John Hancock Investments September 2015 - Present
Jackson June 2014 - August 2015
High Point University August 2010 - May 2014
Zeta Tau Alpha November 2011 - January 2014
Farm Family Insurance Companies May 2013 - August 2013
Invest Financial May 2013 - August 2013
Parsons Financial Associates, Inc. May 2013 - August 2013
Four Hands October 2012 - October 2012
Drakes Island Resort May 2012 - August 2012
Northeast Delta Dental May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, Social Media, Facebook, Time Management, Teamwork, Management, Public Relations, Marketing, Leadership
Education
High Point University 2010 — 2014
Bachelor's degree, Strategic Communications and Marketing, Senior
John Hancock Investments September 2015 - Present
Jackson June 2014 - August 2015
High Point University August 2010 - May 2014
Zeta Tau Alpha November 2011 - January 2014
Farm Family Insurance Companies May 2013 - August 2013
Invest Financial May 2013 - August 2013
Parsons Financial Associates, Inc. May 2013 - August 2013
Four Hands October 2012 - October 2012
Drakes Island Resort May 2012 - August 2012
Northeast Delta Dental May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, Social Media, Facebook, Time Management, Teamwork, Management, Public Relations, Marketing, Leadership
Education
High Point University 2010 — 2014
Bachelor's degree, Strategic Communications and Marketing, Senior
Danielle DeGeest's Invest Financial Experience June 2010 - December 2012
Job SMB Sales at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications December 2012 - Present
Invest Financial June 2010 - December 2012
Wes Finch Auto Plaza, Inc. July 2006 - August 2010
Skills
Strategic Planning, Sales Management, Financial Analysis, Sales, Team Building, Process Improvement, Account Management, Budgets, Customer Service, Leadership, Management, Microsoft Excel, Project Management, Marketing Strategy, Business Strategy, Customer Satisfaction, Team Leadership
Education
AIB College of Business 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Windstream Communications December 2012 - Present
Invest Financial June 2010 - December 2012
Wes Finch Auto Plaza, Inc. July 2006 - August 2010
Skills
Strategic Planning, Sales Management, Financial Analysis, Sales, Team Building, Process Improvement, Account Management, Budgets, Customer Service, Leadership, Management, Microsoft Excel, Project Management, Marketing Strategy, Business Strategy, Customer Satisfaction, Team Leadership
Education
AIB College of Business 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bart Mitchell Bart Mitchell's Invest Financial Experience November 2010 - Present
Job Agency Manager at Farm Bureau Insurance & Investment Representative at Invest Financial
Industry Financial Services
Experience
Invest Financial November 2010 - Present
Virginia Farm Bureau Insurance April 1991 - Present
Skills
Annuities, Long Term Care, Insurance, Fixed Annuities, Retirement Planning, Finance, Long-term Care, Small Business, Term Life Insurance, Life Insurance, Whole Life, Investments, Property & Casualty..., Employee Benefits, Long Term Care Insurance, Health Insurance, Retirement, General Insurance, Commercial Insurance, Disability Insurance, Permanent Life Insurance, Liability, IRAs
Education
Longwood University 1986 — 1990
BS-Business Adminstration
Invest Financial November 2010 - Present
Virginia Farm Bureau Insurance April 1991 - Present
Skills
Annuities, Long Term Care, Insurance, Fixed Annuities, Retirement Planning, Finance, Long-term Care, Small Business, Term Life Insurance, Life Insurance, Whole Life, Investments, Property & Casualty..., Employee Benefits, Long Term Care Insurance, Health Insurance, Retirement, General Insurance, Commercial Insurance, Disability Insurance, Permanent Life Insurance, Liability, IRAs
Education
Longwood University 1986 — 1990
BS-Business Adminstration
Joshua Davis Insurance's Invest Financial Experience 2010 - 2010
Job Florida Farm Bureau Insurance (352)3990055
Industry Insurance
Experience
Southern Farm Bureau September 2001 - Present
Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance 2001 - Present
Invest Financial 2010 - 2010
Cellular Technics June 1997 - September 2001
Florida Army National Guard May 1993 - May 1999
John Hancock 1998 - 1999
Skills
Specializing in all..., Home insurance, Auto insurance, Life insurance, Asset Protection, Property & Casualty..., Term Life Insurance, Long-term Care, Commercial Insurance, Disability Insurance, Whole Life, Fixed Annuities, Health Insurance, General Insurance, Workers Compensation, Legal Liability, Casualty, Liability, Underwriting, Insurance, Homeowners, Life Insurance, Commercial Lines, Long Term Care Insurance, Renters, Inland Marine, Professional Liability, Claim, Retirement, Umbrella Insurance, Universal Life, Employment Practices...
Education
Saint Leo University 1993 — 1999
BA, BUSINESS ADMIN
Saint Leo University 1996 — 1998
Bachelor's degree, Business
Southern Farm Bureau September 2001 - Present
Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance September 2001 - Present
Florida Farm Bureau Insurance 2001 - Present
Invest Financial 2010 - 2010
Cellular Technics June 1997 - September 2001
Florida Army National Guard May 1993 - May 1999
John Hancock 1998 - 1999
Skills
Specializing in all..., Home insurance, Auto insurance, Life insurance, Asset Protection, Property & Casualty..., Term Life Insurance, Long-term Care, Commercial Insurance, Disability Insurance, Whole Life, Fixed Annuities, Health Insurance, General Insurance, Workers Compensation, Legal Liability, Casualty, Liability, Underwriting, Insurance, Homeowners, Life Insurance, Commercial Lines, Long Term Care Insurance, Renters, Inland Marine, Professional Liability, Claim, Retirement, Umbrella Insurance, Universal Life, Employment Practices...
Education
Saint Leo University 1993 — 1999
BA, BUSINESS ADMIN
Saint Leo University 1996 — 1998
Bachelor's degree, Business
Christine DeSimone Christine DeSimone's Invest Financial Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Invest Financial June 2015 - Present
The Wellness Center of Northwest Jersey May 2014 - Present
Verizon Wireless August 2010 - April 2014
Teledyne LeCroy 2001 - 2004
George Weston Bakeries 1998 - 2002
Skills
Customer Service, Sales, Event Planning, Public Speaking, Customer Retention, Social Networking, Marketing, Nutrition, Wellness Coaching, Event Management
Education
Tappan Zee High School 1985 — 1988
The College of New Rochelle
Bachelor of Arts (B.A.), Communication and Media Studies
Invest Financial June 2015 - Present
The Wellness Center of Northwest Jersey May 2014 - Present
Verizon Wireless August 2010 - April 2014
Teledyne LeCroy 2001 - 2004
George Weston Bakeries 1998 - 2002
Skills
Customer Service, Sales, Event Planning, Public Speaking, Customer Retention, Social Networking, Marketing, Nutrition, Wellness Coaching, Event Management
Education
Tappan Zee High School 1985 — 1988
The College of New Rochelle
Bachelor of Arts (B.A.), Communication and Media Studies
Ray Julian Ray Julian's Invest Financial Experience May 1986 - March 1991
Job Personal Financial Advisor
Industry Investment Management
Experience
Winslow, Evans & Crocker July 2006 - Present
Compass Capital Corporation April 1991 - July 2006
Invest Financial May 1986 - March 1991
Skills
Team Leadership, Holistic Financial..., Investment Advisory, Trust Management, Wealth Management, Risk Management, Securities, Personal Finance, Wealth, Strategic Financial..., Strategy, Financial Advisory, Mutual Funds, Retirement Planning, Trusts, Investments, Insurance, Asset Allocation, Retirement, Investment Strategies, Finance, Estate Planning, Wealth Management...
Education
Boston College 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
CFP
Winslow, Evans & Crocker July 2006 - Present
Compass Capital Corporation April 1991 - July 2006
Invest Financial May 1986 - March 1991
Skills
Team Leadership, Holistic Financial..., Investment Advisory, Trust Management, Wealth Management, Risk Management, Securities, Personal Finance, Wealth, Strategic Financial..., Strategy, Financial Advisory, Mutual Funds, Retirement Planning, Trusts, Investments, Insurance, Asset Allocation, Retirement, Investment Strategies, Finance, Estate Planning, Wealth Management...
Education
Boston College 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
CFP
Neil Silverman, EA's Invest Financial Experience July 2007 - December 2007
Job Tax Professional (Enrolled Agent)
Industry Accounting
Experience
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
Meredith Stone's Invest Financial Experience January 2011 - Present
Job Corporate Trainer at INVEST Financial
Industry Financial Services
Experience
Invest Financial January 2011 - Present
Raymond James & Associates June 2004 - December 2009
Raymond James Financial, Inc. December 1996 - June 2004
ExecuTrain 1994 - 1996
Skills
Training, Customer Service, Human Resources, SharePoint, Process Improvement, Visio, Risk Management, Management, Business Analysis, Leadership, Financial Services, Project Management, Microsoft Office, Team Building, Leadership Development, Needs Analysis, Performance Management, Microsoft Word, Software Documentation, Business Process..., PowerPoint, Analysis, Team Leadership, Microsoft Excel, Change Management, Outlook, Program Management
Education
University of South Florida 2004 — 2006
Masters, Management
Florida State University 1989 — 1993
BS, Communication
Bloomingdale High School 1987 — 1989
Invest Financial January 2011 - Present
Raymond James & Associates June 2004 - December 2009
Raymond James Financial, Inc. December 1996 - June 2004
ExecuTrain 1994 - 1996
Skills
Training, Customer Service, Human Resources, SharePoint, Process Improvement, Visio, Risk Management, Management, Business Analysis, Leadership, Financial Services, Project Management, Microsoft Office, Team Building, Leadership Development, Needs Analysis, Performance Management, Microsoft Word, Software Documentation, Business Process..., PowerPoint, Analysis, Team Leadership, Microsoft Excel, Change Management, Outlook, Program Management
Education
University of South Florida 2004 — 2006
Masters, Management
Florida State University 1989 — 1993
BS, Communication
Bloomingdale High School 1987 — 1989
Alison Grayson Foster's Invest Financial Experience July 2015 - Present
Job Senior Stock Broker Scottrade Inc
Industry Financial Services
Experience
Invest Financial July 2015 - Present
Scottrade Financial, Inc October 2008 - July 2015
E*Trade Financial September 2005 - October 2008
BrownCo 1999 - 2005
Skills
Series 63, Investments, Equity Trading, Series 24, Series 7, Options, Securities, Mutual Funds, Equities, FINRA, Fixed Income, Investment Strategies, Trading, Uniform Combined State...
Education
University of Central Florida
Valencia College
AA
Invest Financial July 2015 - Present
Scottrade Financial, Inc October 2008 - July 2015
E*Trade Financial September 2005 - October 2008
BrownCo 1999 - 2005
Skills
Series 63, Investments, Equity Trading, Series 24, Series 7, Options, Securities, Mutual Funds, Equities, FINRA, Fixed Income, Investment Strategies, Trading, Uniform Combined State...
Education
University of Central Florida
Valencia College
AA
Paul Farr's Invest Financial Experience January 2011 - Present
Job Insurance Agent with NC Farm Bureau
Industry Insurance
Experience
Invest Financial January 2011 - Present
NC Farm Bureau Insurance Services September 1999 - Present
Skills
Commercial Insurance, Property & Casualty..., Insurance, Umbrella Insurance, General Insurance, Fixed Annuities, Whole Life, Renters, Professional Liability, Claim, Customer Service, Strategic Financial..., Health Insurance, Life Insurance, Casualty, Long-term Care, Disability Insurance, Long Term Care Insurance
Education
University of Canterbury 2010 — 2011
Doctor of Philosophy (Ph.D.), Economics
East Carolina University 1993 — 2000
Masters of Science, Economics
Currituck high school 1989 — 1993
Diploma, General Studies
Invest Financial January 2011 - Present
NC Farm Bureau Insurance Services September 1999 - Present
Skills
Commercial Insurance, Property & Casualty..., Insurance, Umbrella Insurance, General Insurance, Fixed Annuities, Whole Life, Renters, Professional Liability, Claim, Customer Service, Strategic Financial..., Health Insurance, Life Insurance, Casualty, Long-term Care, Disability Insurance, Long Term Care Insurance
Education
University of Canterbury 2010 — 2011
Doctor of Philosophy (Ph.D.), Economics
East Carolina University 1993 — 2000
Masters of Science, Economics
Currituck high school 1989 — 1993
Diploma, General Studies
Ken Spielman's Invest Financial Experience October 2007 - Present
Job Owner, Professional Tax Savers
Industry Financial Services
Experience
Invest Financial October 2007 - Present
Professional Tax Savers January 1996 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Fixed Annuities, Tax, Financial Services, Strategic Financial..., Investments
Education
State University of New York College at Oneonta 1987 — 1990
BA, Economics and Finance
Invest Financial October 2007 - Present
Professional Tax Savers January 1996 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Fixed Annuities, Tax, Financial Services, Strategic Financial..., Investments
Education
State University of New York College at Oneonta 1987 — 1990
BA, Economics and Finance
Carrie Nickerson's Invest Financial Experience September 1998 - December 2005
Job Owner, Mermaids Sand Dollars
Industry Internet
Experience
Invest Financial September 1998 - December 2005
John Hancock December 1997 - May 1998
Education
Duquesne University 1990 — 1994
BS, Elementary Education
Invest Financial September 1998 - December 2005
John Hancock December 1997 - May 1998
Education
Duquesne University 1990 — 1994
BS, Elementary Education
Arthur J Firlik, CFP's Invest Financial Experience January 2008 - Present
Job Advanced Markets & Product Support at Invest Financial
Industry Financial Services
Experience
Invest Financial January 2008 - Present
E Trade Financial October 2006 - January 2008
T Rowe Price October 2001 - May 2006
Skills
Series 7, Mutual Funds, Fixed Annuities, Insurance, Investments, Series 63, Alternative Investments, 401k, Retirement, Series 6, series 66, Uniform Combined State..., Series 24, Financial Advisory, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Equities, Banking, Variable Annuities, Disability Insurance, IRAs, Life Insurance, Wealth, Options, Asset Management, Bonds, Fixed Income, Series 65, Risk Management, Financial Analysis, Financial Services, Estate Planning, Term Life Insurance, Employee Benefits
Education
University of South Florida 2000 — 2002
Certificate, FInancial Planning
State University of New York College at Plattsburgh
BA, Economics
Invest Financial January 2008 - Present
E Trade Financial October 2006 - January 2008
T Rowe Price October 2001 - May 2006
Skills
Series 7, Mutual Funds, Fixed Annuities, Insurance, Investments, Series 63, Alternative Investments, 401k, Retirement, Series 6, series 66, Uniform Combined State..., Series 24, Financial Advisory, Asset Allocation, Investment Strategies, Investment Advisory, Securities, Equities, Banking, Variable Annuities, Disability Insurance, IRAs, Life Insurance, Wealth, Options, Asset Management, Bonds, Fixed Income, Series 65, Risk Management, Financial Analysis, Financial Services, Estate Planning, Term Life Insurance, Employee Benefits
Education
University of South Florida 2000 — 2002
Certificate, FInancial Planning
State University of New York College at Plattsburgh
BA, Economics
Lisa Winand's Invest Financial Experience June 2007 - September 2010
Job Graphic Design Professional
Industry Graphic Design
Experience
Clarity Services, Inc. January 2013 - Present
Freelance June 2009 - Present
PSCU Financial Services August 2011 - June 2012
Triad Digital Media October 2010 - January 2011
INVEST Financial June 2007 - September 2010
Fourthdoor Creative Group July 2009 - September 2009
Art Institute of Tampa October 2006 - September 2009
Maverick Automotive Marketing March 2005 - November 2006
PrimeNet August 2000 - March 2005
Scottish Banner Publications March 2000 - August 2000
Skills
Logo Design, Graphic Design, Typography, InDesign, Layout, Advertising, Illustrator, Photoshop, Brochures, Illustration, Graphics, Corporate Branding, Adobe Creative Suite, Direct Mail, Art Direction, Copywriting, Corporate Identity, Catalogs, Critical Thinking, Adobe Acrobat, Dreamweaver, QuarkXPress, Photography, Posters, Concept Development, Business Cards, Vector Illustration, Magazines, Flyers, Branding & Identity, Logos, Brand Development, Packaging, Image Manipulation, Fine Art, Retouching, Newsletters, Art, Digital Photography, Mac, WordPress, Prezi, Web Design, Creative Direction
Education
Art Institute of Tampa 2006 — 2009
Bachelor of Fine Art, Graphic Design
Miami International University of Art and Design 2006 — 2009
Bachelor of Fine Art, Graphic Design
Tampa Technical Institute 1996 — 1997
AS, Graphic Design
Pinellas Technical Education Center 1989 — 1991
Certificate, Interior Decorating
Pinellas Technical Education Center 1987 — 1988
Certificate, Commercial Art
York Academy of Arts 1979 — 1982
Clarity Services, Inc. January 2013 - Present
Freelance June 2009 - Present
PSCU Financial Services August 2011 - June 2012
Triad Digital Media October 2010 - January 2011
INVEST Financial June 2007 - September 2010
Fourthdoor Creative Group July 2009 - September 2009
Art Institute of Tampa October 2006 - September 2009
Maverick Automotive Marketing March 2005 - November 2006
PrimeNet August 2000 - March 2005
Scottish Banner Publications March 2000 - August 2000
Skills
Logo Design, Graphic Design, Typography, InDesign, Layout, Advertising, Illustrator, Photoshop, Brochures, Illustration, Graphics, Corporate Branding, Adobe Creative Suite, Direct Mail, Art Direction, Copywriting, Corporate Identity, Catalogs, Critical Thinking, Adobe Acrobat, Dreamweaver, QuarkXPress, Photography, Posters, Concept Development, Business Cards, Vector Illustration, Magazines, Flyers, Branding & Identity, Logos, Brand Development, Packaging, Image Manipulation, Fine Art, Retouching, Newsletters, Art, Digital Photography, Mac, WordPress, Prezi, Web Design, Creative Direction
Education
Art Institute of Tampa 2006 — 2009
Bachelor of Fine Art, Graphic Design
Miami International University of Art and Design 2006 — 2009
Bachelor of Fine Art, Graphic Design
Tampa Technical Institute 1996 — 1997
AS, Graphic Design
Pinellas Technical Education Center 1989 — 1991
Certificate, Interior Decorating
Pinellas Technical Education Center 1987 — 1988
Certificate, Commercial Art
York Academy of Arts 1979 — 1982
Michael A. Tedesco's Invest Financial Experience June 2009 - Present
Job Senior Financial Consultant at Invest Financial
Industry Financial Services
Experience
Invest Financial Services June 2009 - Present
Invest Financial June 2009 - Present
North Fork Bank March 2000 - July 2009
Prudential Financial 1990 - 1994
Prudential Financial 1990 - 1994
Dean Witter Reynolds February 1981 - August 1989
Skills
Investments, Series 7, Fixed Annuities, Finance, Asset Management, Equities, Wealth Management, Estate Planning, Banking, Loans, Mortgage Lending, Risk Management, Life Insurance, Consumer Lending, Customer Service, Loan Origination, Credit
Education
Stony Brook University 1972 — 1976
Invest Financial Services June 2009 - Present
Invest Financial June 2009 - Present
North Fork Bank March 2000 - July 2009
Prudential Financial 1990 - 1994
Prudential Financial 1990 - 1994
Dean Witter Reynolds February 1981 - August 1989
Skills
Investments, Series 7, Fixed Annuities, Finance, Asset Management, Equities, Wealth Management, Estate Planning, Banking, Loans, Mortgage Lending, Risk Management, Life Insurance, Consumer Lending, Customer Service, Loan Origination, Credit
Education
Stony Brook University 1972 — 1976
Michele Mather's Invest Financial Experience 1993 - 1994
Job Senior Specialist, Marketing at Tyco Integrated Security
Industry Marketing and Advertising
Experience
Tyco Integrated Security June 2012 - Present
ADT Security Services November 2011 - June 2012
ADT Security Services April 2003 - December 2011
ADT Security Services May 2001 - April 2003
ADT Security Services September 1999 - May 2001
ADT Security Services February 1999 - September 1999
OutSource International August 1997 - February 1999
Outsource International May 1996 - July 1997
Coral Springs Chamber of Commerce 1994 - 1996
INVEST Financial 1993 - 1994
Skills
Marketing Communications, Account Management, Marketing Strategy, Public Relations, Social Media Marketing, Product Marketing, Team Building, Email Marketing, Editing, CRM, Integrated Marketing, Business Development, Marketing Research, Strategic Planning, Leadership, Sales, New Business Development, Marketing, Management, Social Media, Advertising, Cross-functional Team..., Direct Sales, Sales Management, B2B, Lead Generation, Strategic Partnerships
Education
University of Florida 1990 — 1992
BS
St. Petersburg College 1988 — 1990
AA
Tyco Integrated Security June 2012 - Present
ADT Security Services November 2011 - June 2012
ADT Security Services April 2003 - December 2011
ADT Security Services May 2001 - April 2003
ADT Security Services September 1999 - May 2001
ADT Security Services February 1999 - September 1999
OutSource International August 1997 - February 1999
Outsource International May 1996 - July 1997
Coral Springs Chamber of Commerce 1994 - 1996
INVEST Financial 1993 - 1994
Skills
Marketing Communications, Account Management, Marketing Strategy, Public Relations, Social Media Marketing, Product Marketing, Team Building, Email Marketing, Editing, CRM, Integrated Marketing, Business Development, Marketing Research, Strategic Planning, Leadership, Sales, New Business Development, Marketing, Management, Social Media, Advertising, Cross-functional Team..., Direct Sales, Sales Management, B2B, Lead Generation, Strategic Partnerships
Education
University of Florida 1990 — 1992
BS
St. Petersburg College 1988 — 1990
AA
Jerry Bevens's Invest Financial Experience February 2009 - Present
Job Investment Representative, Invest Financial
Industry Financial Services
Experience
Invest Financial February 2009 - Present
A.G. Edwards & Sons, Inc. 1997 - 2006
Skills
Securities, Investments, Public Speaking, Wealth Management, Investment Advisory, Mutual Funds, Series 7, Team Building, Retirement, Financial Analysis, Management, Microsoft Excel, Financial Planning
Education
LIU Post 1982 — 1988
Houghton College 1976 — 1980
BA, History
Invest Financial February 2009 - Present
A.G. Edwards & Sons, Inc. 1997 - 2006
Skills
Securities, Investments, Public Speaking, Wealth Management, Investment Advisory, Mutual Funds, Series 7, Team Building, Retirement, Financial Analysis, Management, Microsoft Excel, Financial Planning
Education
LIU Post 1982 — 1988
Houghton College 1976 — 1980
BA, History
John Mussallem's Invest Financial Experience 1993 - 1994
Job Senior Vice President at Dreyfus
Industry Financial Services
Nancy Hayes's Invest Financial Experience 1988 - Present
Job Investment Advisor thru Invest Financial
Industry Financial Services
Experience
Riverstone Wealth Partners 2008 - Present
Invest Financial 1988 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch January 1982 - April 1988
Skills
Retirement Income..., Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Strategic Financial..., Retirement, Wealth, Series 7, Portfolio Management, Banking, Financial Advisory, Investments, Financial Services, Finance, Securities
Education
Millikin University 1977 — 1981
Bachelor of Science (B.S.)
Riverstone Wealth Partners 2008 - Present
Invest Financial 1988 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch January 1982 - April 1988
Skills
Retirement Income..., Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Strategic Financial..., Retirement, Wealth, Series 7, Portfolio Management, Banking, Financial Advisory, Investments, Financial Services, Finance, Securities
Education
Millikin University 1977 — 1981
Bachelor of Science (B.S.)
Sherry Reams's Invest Financial Experience 1995 - 2002
Job Working at being retired!
Industry Investment Management
Experience
American Airlines Federal Credit Union July 2008 - December 2014
CBSI 2004 - 2010
Financial Partners Credit Union June 2004 - June 2008
Invest Financial 1995 - 2002
Skills
Mutual Funds, Retirement Planning, Insurance, Investments, Banking, Financial Services, Management, Risk Management, Portfolio Management, Team Leadership, Budgets, Series 7, Wealth Management, Series 24
Education
California State University-Northridge 1965 — 1968
BA, English
American Airlines Federal Credit Union July 2008 - December 2014
CBSI 2004 - 2010
Financial Partners Credit Union June 2004 - June 2008
Invest Financial 1995 - 2002
Skills
Mutual Funds, Retirement Planning, Insurance, Investments, Banking, Financial Services, Management, Risk Management, Portfolio Management, Team Leadership, Budgets, Series 7, Wealth Management, Series 24
Education
California State University-Northridge 1965 — 1968
BA, English
Ken Koppitz's Invest Financial Experience August 1992 - Present
Job Financial Advisor Partner at Riverstone Wealth Partners
Industry Investment Management
Experience
Riverstone Wealth Partners January 2008 - Present
Invest Financial August 1992 - Present
MidAmerica Bank September 2003 - January 2008
Education
Northern Illinois University 1989 — 1991
Bachelors Degree, Finance, Economics
Riverstone Wealth Partners January 2008 - Present
Invest Financial August 1992 - Present
MidAmerica Bank September 2003 - January 2008
Education
Northern Illinois University 1989 — 1991
Bachelors Degree, Finance, Economics
Peter Klarides's Invest Financial Experience 1994 - 2001
Job Senior Financial Advisor at HSBC Securities
Industry Banking
Experience
HSBC Securities June 2001 - Present
invest financial 1994 - 2001
columbia federal savings 1994 - 1996
Skills
Investment Products, Financial Advisory, Series 7, Fixed Income, Insurance, Investments, Mutual Funds, Financial Planning, Retirement Planning, Annuities, IRA's, Asset Management, Portfolio Management, Estate Planning
Education
State University of New York College at Oswego 1982 — 1986
B.S., Economics, Accounting & Psychology
HSBC Securities June 2001 - Present
invest financial 1994 - 2001
columbia federal savings 1994 - 1996
Skills
Investment Products, Financial Advisory, Series 7, Fixed Income, Insurance, Investments, Mutual Funds, Financial Planning, Retirement Planning, Annuities, IRA's, Asset Management, Portfolio Management, Estate Planning
Education
State University of New York College at Oswego 1982 — 1986
B.S., Economics, Accounting & Psychology
Aj Waldauer's Invest Financial Experience 1999 - 2001
Job Independent Adjuster at NCA Group
Industry Insurance
Experience
NCA Group May 2015 - Present
Citizens Property Insurance June 2011 - Present
Team One Adjusting Services, LLC March 2008 - April 2015
Calvary Baptist Church January 2013 - December 2014
WMG LLC 2007 - 2011
Invest Financial 1999 - 2001
Raymond James & Associates, Inc July 1991 - June 1997
United States Marine Corps April 1987 - April 1991
Skills
Claims, Adjusting, Claims Management, Property & Casualty..., Insurance, Claim, Commercial Lines, Negotiation, Subrogation, Liability, Adjustments, Property Damage, Xactimate, Legal Liability, Casualty, Claim Investigation
Education
St. Petersburg College 1991 — 1992
Business
Pinellas Park High School 1983 — 1986
High School
NCA Group May 2015 - Present
Citizens Property Insurance June 2011 - Present
Team One Adjusting Services, LLC March 2008 - April 2015
Calvary Baptist Church January 2013 - December 2014
WMG LLC 2007 - 2011
Invest Financial 1999 - 2001
Raymond James & Associates, Inc July 1991 - June 1997
United States Marine Corps April 1987 - April 1991
Skills
Claims, Adjusting, Claims Management, Property & Casualty..., Insurance, Claim, Commercial Lines, Negotiation, Subrogation, Liability, Adjustments, Property Damage, Xactimate, Legal Liability, Casualty, Claim Investigation
Education
St. Petersburg College 1991 — 1992
Business
Pinellas Park High School 1983 — 1986
High School
Frances Noles's Invest Financial Experience March 1996 - January 2001
Job Senior Administrative Assistant at PCAOB
Industry Consumer Services
Experience
Public Company Accounting Oversight Board January 2010 - Present
Ernst & Young January 2001 - January 2009
Invest Financial March 1996 - January 2001
Merrill Lynch March 1990 - June 1994
Education
Augusta State University 1965 — 1969
Not Complete, Music major, education minor
Butler High School 1962 — 1965
Academic
Public Company Accounting Oversight Board January 2010 - Present
Ernst & Young January 2001 - January 2009
Invest Financial March 1996 - January 2001
Merrill Lynch March 1990 - June 1994
Education
Augusta State University 1965 — 1969
Not Complete, Music major, education minor
Butler High School 1962 — 1965
Academic
Brian Jonas, CFP®'s Invest Financial Experience February 1993 - July 1995
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
LPL Financial July 1995 - Present
Invest Financial February 1993 - July 1995
GNA Securities December 1989 - February 1993
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, 401k, Estate Planning, IRAs, Retirement, Series 7, Wealth Management, Financial Advisory, Series 65, Series 6, Insurance, Series 63, Investment Advisory, Life Insurance, Strategic Financial..., Wealth Management..., FINRA, Indexed Annuities
Education
College for Financial Planning 1991 — 1993
CFP®, Financial Planning
Bryant University 1982 — 1986
BS, Business Administration, Psychology
LPL Financial July 1995 - Present
Invest Financial February 1993 - July 1995
GNA Securities December 1989 - February 1993
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, 401k, Estate Planning, IRAs, Retirement, Series 7, Wealth Management, Financial Advisory, Series 65, Series 6, Insurance, Series 63, Investment Advisory, Life Insurance, Strategic Financial..., Wealth Management..., FINRA, Indexed Annuities
Education
College for Financial Planning 1991 — 1993
CFP®, Financial Planning
Bryant University 1982 — 1986
BS, Business Administration, Psychology
Adele Visaggio's Invest Financial Experience 1998 - 2001
Job Docent and Public Speaker
Industry Museums and Institutions
Experience
Dali Museum March 2013 - Present
Western National Life Insurance Co July 2001 - July 2012
Invest Financial 1998 - 2001
Merrill Lynch June 1993 - August 1995
Skills
Insurance, Retirement, Sales, Strategic Planning, Series 63, Fixed Annuities, Wealth Management, Wealth, Series 7, Finance, Variable Annuities, Series 65, Employee Benefits, Selling, Team Building, Financial Planners, Sales Management, Retirement Planning, Asset Allocation, Product Development
Education
Loyola Marymount University, College of Business Administration
University of Michigan
Bachelor of Arts, Asian Studies
Dali Museum March 2013 - Present
Western National Life Insurance Co July 2001 - July 2012
Invest Financial 1998 - 2001
Merrill Lynch June 1993 - August 1995
Skills
Insurance, Retirement, Sales, Strategic Planning, Series 63, Fixed Annuities, Wealth Management, Wealth, Series 7, Finance, Variable Annuities, Series 65, Employee Benefits, Selling, Team Building, Financial Planners, Sales Management, Retirement Planning, Asset Allocation, Product Development
Education
Loyola Marymount University, College of Business Administration
University of Michigan
Bachelor of Arts, Asian Studies
Richard Koll's Invest Financial Experience April 2006 - August 2008
Job EVP, National Sales Manager at CD Funding Group
Industry Financial Services
Experience
Navian Capital June 2014 - Present
Essex National Securities Inc. August 2008 - June 2014
Invest Financial April 2006 - August 2008
IFMG Securities 1996 - 2004
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investments, Securities, Financial Services, Fixed Annuities, Relationship Management, Strategic Financial..., Insurance, Series 24, Retirement
Education
Iona College 2001 — 2004
MBA, Managerial Finance
Manhattan College 1983 — 1987
BS, Finance and Marketing
Navian Capital June 2014 - Present
Essex National Securities Inc. August 2008 - June 2014
Invest Financial April 2006 - August 2008
IFMG Securities 1996 - 2004
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investments, Securities, Financial Services, Fixed Annuities, Relationship Management, Strategic Financial..., Insurance, Series 24, Retirement
Education
Iona College 2001 — 2004
MBA, Managerial Finance
Manhattan College 1983 — 1987
BS, Finance and Marketing
Matt Burnett's Invest Financial Experience December 2011 - July 2013
Job Business Manager at Vistra Communications
Industry Financial Services
Experience
Vistra Communications July 2013 - Present
Invest Financial December 2011 - July 2013
Young Life January 2007 - August 2011
Great American Advisors November 2006 - September 2007
Fidelity Investments January 2006 - November 2006
Skills
Non-profits, Fundraising, Leadership, Training, Series 7, Nonprofits, Communication Skills, Strategic Planning, Recruiting, Budgets, Business Development, Public Speaking, Leadership Development, Event Planning
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts, communications
Vistra Communications July 2013 - Present
Invest Financial December 2011 - July 2013
Young Life January 2007 - August 2011
Great American Advisors November 2006 - September 2007
Fidelity Investments January 2006 - November 2006
Skills
Non-profits, Fundraising, Leadership, Training, Series 7, Nonprofits, Communication Skills, Strategic Planning, Recruiting, Budgets, Business Development, Public Speaking, Leadership Development, Event Planning
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts, communications
James Murphree's Invest Financial Experience March 1998 - July 2006
Job CEO, Murphree Investment Group Inc ®
Industry Financial Services
Experience
Murphree Investment Group ® July 2006 - Present
MidAmerica Bank March 1998 - July 2006
Invest Financial March 1998 - July 2006
Skills
Investments, Wealth Management, Asset Management, Financial Analysis, Risk Management, Mortgage Lending, Insurance, Mutual Funds, AML, Series 7, Investment Advisory, Mergers & Acquisitions, Asset Allocation, Leadership, Team Building, Loans, Credit, Business Planning, Strategy, Economics, Medical Practice..., Investment Banking, Public Speaking, Small Business Lending, Financial Planning, Strategic Planning, Securities, Banking, Portfolio Management, Financial Advisory, Retirement Planning, Strategic Financial..., Process Improvement, Sales Management, Project Management, New Business Development, Motivational Speaking, Life Insurance, Permanent Life Insurance, Irrevocable Life..., Disability Insurance
Education
Northeastern University
BS Economics, Series 7, Series 65, Series 63 & Insurance License
Murphree Investment Group ® July 2006 - Present
MidAmerica Bank March 1998 - July 2006
Invest Financial March 1998 - July 2006
Skills
Investments, Wealth Management, Asset Management, Financial Analysis, Risk Management, Mortgage Lending, Insurance, Mutual Funds, AML, Series 7, Investment Advisory, Mergers & Acquisitions, Asset Allocation, Leadership, Team Building, Loans, Credit, Business Planning, Strategy, Economics, Medical Practice..., Investment Banking, Public Speaking, Small Business Lending, Financial Planning, Strategic Planning, Securities, Banking, Portfolio Management, Financial Advisory, Retirement Planning, Strategic Financial..., Process Improvement, Sales Management, Project Management, New Business Development, Motivational Speaking, Life Insurance, Permanent Life Insurance, Irrevocable Life..., Disability Insurance
Education
Northeastern University
BS Economics, Series 7, Series 65, Series 63 & Insurance License
Jeffrey Richardson's Invest Financial Experience May 2003 - June 2007
Job Corporate Communications & Investor/Analyst Relations
Industry Capital Markets
Experience
Feedbooks.com June 2009 - Present
Paris Re January 2008 - June 2009
Invest Financial May 2003 - June 2007
Skills
Corporate Communications, Investor/Analyst..., Financial/Capital..., Sell/Buy-Side Analysis, Analyst Coverage &..., Start-up Operations, International Business..., Financial Modeling, Business Development, Digital Technology, Insurance/Reinsurance, Portfolio Management, Internal/External..., Equity & Fixed-Income..., Rating Agency Models, Sales & Marketing, Road Shows, Market Intelligence, Strategic Financial..., Accounting, Financial Analysis, Budgets, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Analysis, Mergers & Acquisitions, Underwriting, Risk Management, Investments, Asset Management, Insurance, Reinsurance, Financial Risk, Investor Relations
Education
Louisiana State University
Bachelor of Science (BS), Finance (Concentration in Marketing)
Catholic High School Baton Rouge
Feedbooks.com June 2009 - Present
Paris Re January 2008 - June 2009
Invest Financial May 2003 - June 2007
Skills
Corporate Communications, Investor/Analyst..., Financial/Capital..., Sell/Buy-Side Analysis, Analyst Coverage &..., Start-up Operations, International Business..., Financial Modeling, Business Development, Digital Technology, Insurance/Reinsurance, Portfolio Management, Internal/External..., Equity & Fixed-Income..., Rating Agency Models, Sales & Marketing, Road Shows, Market Intelligence, Strategic Financial..., Accounting, Financial Analysis, Budgets, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Analysis, Mergers & Acquisitions, Underwriting, Risk Management, Investments, Asset Management, Insurance, Reinsurance, Financial Risk, Investor Relations
Education
Louisiana State University
Bachelor of Science (BS), Finance (Concentration in Marketing)
Catholic High School Baton Rouge
Derrick Vermillion's Invest Financial Experience November 1998 - September 2001
Job Chief Compliance Officer at The Impact Partnership
Industry Financial Services
Experience
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
Mike Carbajal's Invest Financial Experience November 2013 - Present
Job Brokerage Services Manager at Invest Financial
Industry Financial Services
Experience
Invest Financial November 2013 - Present
Invest Financial January 2013 - November 2013
Invest Financial May 2012 - January 2013
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley Smith Barney February 2008 - December 2009
Skills
Investments, Finance, Management, Customer Service, Sales, Equities, Series 7, Securities, Leadership, Microsoft Office
Education
The Citadel 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
H.B. Plant
Invest Financial November 2013 - Present
Invest Financial January 2013 - November 2013
Invest Financial May 2012 - January 2013
Morgan Stanley Smith Barney December 2009 - May 2012
Morgan Stanley Smith Barney February 2008 - December 2009
Skills
Investments, Finance, Management, Customer Service, Sales, Equities, Series 7, Securities, Leadership, Microsoft Office
Education
The Citadel 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
H.B. Plant
Ralph J. Fetrow's Invest Financial Experience 2008 - Present
Job Relationship Management for Financial Planning at Members 1st Federal Credit Union
Industry Financial Services
Experience
Members 1st FCU February 2007 - Present
Invest Financial 2008 - Present
Ralph J. Fetrow, Certified Financial Planner September 2000 - Present
AACA Museum of Hershey January 2007 - December 2014
PNC Wealth Management August 1999 - January 2007
Skills
Strategic Financial..., Investments, Financial Advisory, Banking, Finance, Investment Strategies, Investment Advisory, Small Business, Long-term Care, Wealth Management, Commercial Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Planning, Portfolio Management, High Net Worth..., Relationship Management, Business Development, Financial Analysis, Consumer Lending, Small Business Lending, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Strategy, IRAs, Loans, Risk Management, Mortgage Lending, Asset Management, 401k, Wealth, Retirement, Securities, Estate Planning, Fixed Annuities, Credit Analysis, Personal Financial..., Commercial Banking, Loan Origination, Certified Financial..., Wealth Management..., Financial Planners, Executive Management, Insurance, Comprehensive Wealth...
Education
College for Financial Planning 1996 — 2000
CFP, Financial Planning
Stonier Graduate School of Banking 1982 — 1985
Graduate Certificate, Banking
Lebanon Valley College 1969 — 1973
BS, Music
Accredited Investment Fiduciary
Pennsylvania School of Banking
Members 1st FCU February 2007 - Present
Invest Financial 2008 - Present
Ralph J. Fetrow, Certified Financial Planner September 2000 - Present
AACA Museum of Hershey January 2007 - December 2014
PNC Wealth Management August 1999 - January 2007
Skills
Strategic Financial..., Investments, Financial Advisory, Banking, Finance, Investment Strategies, Investment Advisory, Small Business, Long-term Care, Wealth Management, Commercial Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Planning, Portfolio Management, High Net Worth..., Relationship Management, Business Development, Financial Analysis, Consumer Lending, Small Business Lending, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Strategy, IRAs, Loans, Risk Management, Mortgage Lending, Asset Management, 401k, Wealth, Retirement, Securities, Estate Planning, Fixed Annuities, Credit Analysis, Personal Financial..., Commercial Banking, Loan Origination, Certified Financial..., Wealth Management..., Financial Planners, Executive Management, Insurance, Comprehensive Wealth...
Education
College for Financial Planning 1996 — 2000
CFP, Financial Planning
Stonier Graduate School of Banking 1982 — 1985
Graduate Certificate, Banking
Lebanon Valley College 1969 — 1973
BS, Music
Accredited Investment Fiduciary
Pennsylvania School of Banking
Jenni Gaura's Invest Financial Experience September 2009 - January 2011
Job Field Support Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank December 2013 - Present
Associated Bank February 2011 - December 2013
Invest Financial September 2009 - January 2011
Johnson Bank September 2009 - January 2011
Wells Fargo Advisors 1997 - 2009
Skills
Series 7, Wealth Management, Securities, Retirement Planning, FINRA, Series 24, Series 63, Series 65, Life & Health Insurance..., 401k, Asset Allocation, Banking, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Uniform Combined State...
Education
Milwaukee Area Technical College
Associated Bank December 2013 - Present
Associated Bank February 2011 - December 2013
Invest Financial September 2009 - January 2011
Johnson Bank September 2009 - January 2011
Wells Fargo Advisors 1997 - 2009
Skills
Series 7, Wealth Management, Securities, Retirement Planning, FINRA, Series 24, Series 63, Series 65, Life & Health Insurance..., 401k, Asset Allocation, Banking, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Uniform Combined State...
Education
Milwaukee Area Technical College
Paula Weiss's Invest Financial Experience May 1998 - June 2000
Job Senior Staff Accountant at Acuity
Industry Insurance
Experience
ACUITY, A Mutual Insurance Company May 2015 - Present
ACUITY, A Mutual Insurance Company January 2013 - Present
ACUITY, A Mutual Insurance Company July 2004 - January 2013
ACUITY, A Mutual Insurance Company June 2000 - July 2004
Invest Financial May 1998 - June 2000
Merrill Lynch October 1997 - May 1998
Skills
Accounting, Excel, Insurance, Financial Reporting, Financial Planning, Property & Casualty..., Financial Analysis, Reinsurance, Strategic Financial...
Education
Lakeland College
Master of Business Administration, Accounting Emphasis
Lakeland College 2000 — 2003
Bachelor of Arts, Accounting
University of Wisconsin-Oshkosh 1994 — 1998
Bachelor of Science, Business Administration, Finance and Marketing
ACUITY, A Mutual Insurance Company May 2015 - Present
ACUITY, A Mutual Insurance Company January 2013 - Present
ACUITY, A Mutual Insurance Company July 2004 - January 2013
ACUITY, A Mutual Insurance Company June 2000 - July 2004
Invest Financial May 1998 - June 2000
Merrill Lynch October 1997 - May 1998
Skills
Accounting, Excel, Insurance, Financial Reporting, Financial Planning, Property & Casualty..., Financial Analysis, Reinsurance, Strategic Financial...
Education
Lakeland College
Master of Business Administration, Accounting Emphasis
Lakeland College 2000 — 2003
Bachelor of Arts, Accounting
University of Wisconsin-Oshkosh 1994 — 1998
Bachelor of Science, Business Administration, Finance and Marketing
Darius Ghoddoussi's Invest Financial Experience January 2009 - May 2010
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Bluewater Capital April 2014 - December 2014
Paladin Investment LLC May 2013 - March 2014
Ameriprise Financial Services, Inc. May 2010 - April 2013
Invest Financial January 2009 - May 2010
Morgan Stanley September 2007 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Financial Advisory, Securities, Wealth Management, Investment Management, 401k, Series 63, Investment Strategies
Education
New Mexico State University 2003 — 2007
Bachelor's Degree, Finance
Mercer Island High School 1997 — 2000
Merrill Lynch January 2015 - Present
Bluewater Capital April 2014 - December 2014
Paladin Investment LLC May 2013 - March 2014
Ameriprise Financial Services, Inc. May 2010 - April 2013
Invest Financial January 2009 - May 2010
Morgan Stanley September 2007 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Financial Advisory, Securities, Wealth Management, Investment Management, 401k, Series 63, Investment Strategies
Education
New Mexico State University 2003 — 2007
Bachelor's Degree, Finance
Mercer Island High School 1997 — 2000
Kim Shellhamer-Houck's Invest Financial Experience February 2009 - Present
Job Investment Consultant at Members 1st FCU
Industry Banking
Experience
Members 1st FCU February 2009 - Present
Invest Financial February 2009 - Present
CUSO June 2004 - February 2009
PSECU June 2004 - February 2009
Skills
Investment Advisory, Series 65, Life & Health Insurance..., Series 7, Finance, Financial Services, Portfolio Management, Investments, Mutual Funds, Small Business Lending
Education
Elizabethtown College
Bachelor's degree
Members 1st FCU February 2009 - Present
Invest Financial February 2009 - Present
CUSO June 2004 - February 2009
PSECU June 2004 - February 2009
Skills
Investment Advisory, Series 65, Life & Health Insurance..., Series 7, Finance, Financial Services, Portfolio Management, Investments, Mutual Funds, Small Business Lending
Education
Elizabethtown College
Bachelor's degree
Thomas (IFC) Gay's Invest Financial Experience July 2007 - Present
Job coowner at Dasher and Padgett Financial Advisors, Inc.
Industry Financial Services
Experience
Invest Financial July 2007 - Present
AB&T National Bank 2005 - 2010
Merrill Lynch 1999 - 2005
SunTrust Bank 1984 - 1999
Skills
Fixed Annuities, Retirement Planning, IRAs, Wealth Management, Retirement, Investment Advisory, Investments, Financial Advisory, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Abraham Baldwin Agricultural College
Associate's degree, Business Administration and Agriculture
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, General
Invest Financial July 2007 - Present
AB&T National Bank 2005 - 2010
Merrill Lynch 1999 - 2005
SunTrust Bank 1984 - 1999
Skills
Fixed Annuities, Retirement Planning, IRAs, Wealth Management, Retirement, Investment Advisory, Investments, Financial Advisory, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Abraham Baldwin Agricultural College
Associate's degree, Business Administration and Agriculture
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, General
Herb Garner's Invest Financial Experience January 2012 - Present
Job Former Investment Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial January 2012 - Present
Invest Financial January 2012 - Present
Sun America Securities 1994 - 2001
Investors Financial Group 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Annuities, Securities, Asset Allocation, Small Business, Insurance Planning, Fixed Annuities, Financial Planners, 401k, Uniform Combined State..., IRAs, Insurance, Investments, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Series 63, Retirement, Long Term Care Insurance, Wealth Management, Term Life Insurance, Strategic Financial..., Series 7, Wealth Management..., Health Insurance, Whole Life, Series 65, Alternative Investments, Investment Strategies, Investment Management, 401k Rollovers, Series 6, Financial Advisory, Wealth, Long-term Care
Education
Oglethorpe University 1995 — 1996
Certified Financial Planning certificate
Douglas County High School 1958 — 1962
Invest Financial January 2012 - Present
Invest Financial January 2012 - Present
Sun America Securities 1994 - 2001
Investors Financial Group 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Annuities, Securities, Asset Allocation, Small Business, Insurance Planning, Fixed Annuities, Financial Planners, 401k, Uniform Combined State..., IRAs, Insurance, Investments, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Series 63, Retirement, Long Term Care Insurance, Wealth Management, Term Life Insurance, Strategic Financial..., Series 7, Wealth Management..., Health Insurance, Whole Life, Series 65, Alternative Investments, Investment Strategies, Investment Management, 401k Rollovers, Series 6, Financial Advisory, Wealth, Long-term Care
Education
Oglethorpe University 1995 — 1996
Certified Financial Planning certificate
Douglas County High School 1958 — 1962
Bonnie Marvonek's Invest Financial Experience 1994 - 1995
Job Sr. Account Executive
Industry Marketing and Advertising
Experience
CFS, Inc. September 2007 - Present
DST Output July 2002 - September 2007
Evergreen Investments July 1996 - September 2001
Invest Financial 1994 - 1995
Skills
Account Management, Sales, Direct Marketing, Customer Service, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Katherine Gibbs School
CFS, Inc. September 2007 - Present
DST Output July 2002 - September 2007
Evergreen Investments July 1996 - September 2001
Invest Financial 1994 - 1995
Skills
Account Management, Sales, Direct Marketing, Customer Service, Integrated Marketing, Marketing Strategy, Strategic Planning
Education
Katherine Gibbs School
Tammy Sullivan RT(R)'s Invest Financial Experience December 2002 - April 2008
Job Knowledge Operations at US Air Force Reserve
Industry Military
Experience
US Air Force Reserve July 2009 - Present
Tampa General Hospital March 2014 - April 2014
Center for Bone and Joint Disease November 2013 - January 2014
Memorial Hospital June 2013 - July 2013
USAA March 2011 - October 2012
Sixth Star Entertainment January 2008 - February 2010
Acoustiblok, Inc. April 2008 - November 2009
Invest Financial December 2002 - April 2008
Kaman's Art Shoppes, Inc September 1996 - May 2004
Skills
Information Management, Active DoD Secret..., Knowledge Management, CSS, Air Force, Digital Radiography, Computed Radiography, traditional radiography, Image Acquisition, Cpr Certified, OSHA Certified, HIPAA, ARRT, Vital Signs, Radiation Safety, Radiation Protection, PACS, Human Anatomy, Venipuncture, Aseptic Technique, Positioning
Education
Keiser University, Tampa 2012 — 2014
Associate of Science (AS), Radiologic Technology/Science - Radiographer
D G Erwin Technical Center 2006 — 2006
AutoDesk Certiication, AutoCAD
Hillsborough Community College 1997 — 2006
AutoCAD certificate, AutoCAD
Tampa Technical Highschool 1994 — 1997
Highschool Diploma, Commercial and Advertising Art, 9-12th grade
US Air Force Reserve July 2009 - Present
Tampa General Hospital March 2014 - April 2014
Center for Bone and Joint Disease November 2013 - January 2014
Memorial Hospital June 2013 - July 2013
USAA March 2011 - October 2012
Sixth Star Entertainment January 2008 - February 2010
Acoustiblok, Inc. April 2008 - November 2009
Invest Financial December 2002 - April 2008
Kaman's Art Shoppes, Inc September 1996 - May 2004
Skills
Information Management, Active DoD Secret..., Knowledge Management, CSS, Air Force, Digital Radiography, Computed Radiography, traditional radiography, Image Acquisition, Cpr Certified, OSHA Certified, HIPAA, ARRT, Vital Signs, Radiation Safety, Radiation Protection, PACS, Human Anatomy, Venipuncture, Aseptic Technique, Positioning
Education
Keiser University, Tampa 2012 — 2014
Associate of Science (AS), Radiologic Technology/Science - Radiographer
D G Erwin Technical Center 2006 — 2006
AutoDesk Certiication, AutoCAD
Hillsborough Community College 1997 — 2006
AutoCAD certificate, AutoCAD
Tampa Technical Highschool 1994 — 1997
Highschool Diploma, Commercial and Advertising Art, 9-12th grade
Lillibell Gorousingh's Invest Financial Experience October 2007 - January 2008
Job Investment/Banking
Industry Investment Management
Experience
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
Mary Schry's Invest Financial Experience January 2011 - April 2011
Job
Industry Information Technology and Services
Experience
EnterEdge Technology May 2012 - February 2013
Invest Financial January 2011 - April 2011
MetLife November 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Sales, Helpdesk, Customer Service, Cold Calling
Education
East Carolina University 1996 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
EnterEdge Technology May 2012 - February 2013
Invest Financial January 2011 - April 2011
MetLife November 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Sales, Helpdesk, Customer Service, Cold Calling
Education
East Carolina University 1996 — 1999
Bachelor of Science (B.S.), Management Information Systems, General
Nathan Klingler's Invest Financial Experience May 2006 - May 2007
Job Branch Manager at First Financial Bank NA
Industry Banking
Experience
First Financial Bank NA April 2012 - Present
First Financial Bank NA January 2009 - April 2012
First Financial Bank NA May 2007 - December 2008
Invest Financial May 2006 - May 2007
First National Bank of Olney February 2005 - April 2006
Family Video May 2004 - February 2005
Family Video May 2004 - February 2005
Skills
Loans, Customer Service, Banking, Consumer Lending, Branch Management, Home Equity Loans, Home Equity Lines of..., Branch Banking, Credit, Retail Banking, Cross Selling, Refinance, Deposits, Loan Origination, Credit Cards, Internet Banking, KYC, Mortgage Banking, Mortgage Lending, Management, Leadership, Team Building, Credit Risk
Education
Eastern Illinois University 2002 — 2004
BSA, Business, Finance
Olney Central College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), General Studies
West Richland High School 1996 — 2000
First Financial Bank NA April 2012 - Present
First Financial Bank NA January 2009 - April 2012
First Financial Bank NA May 2007 - December 2008
Invest Financial May 2006 - May 2007
First National Bank of Olney February 2005 - April 2006
Family Video May 2004 - February 2005
Family Video May 2004 - February 2005
Skills
Loans, Customer Service, Banking, Consumer Lending, Branch Management, Home Equity Loans, Home Equity Lines of..., Branch Banking, Credit, Retail Banking, Cross Selling, Refinance, Deposits, Loan Origination, Credit Cards, Internet Banking, KYC, Mortgage Banking, Mortgage Lending, Management, Leadership, Team Building, Credit Risk
Education
Eastern Illinois University 2002 — 2004
BSA, Business, Finance
Olney Central College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), General Studies
West Richland High School 1996 — 2000
Timothy Harley's Invest Financial Experience June 1996 - Present
Job Owner, Invest Financial
Industry Financial Services
Experience
Invest Financial June 1996 - Present
Skills
Retirement Planning, Estate Planning, Fixed Annuities
Education
The American College
CLU ChFC
Invest Financial June 1996 - Present
Skills
Retirement Planning, Estate Planning, Fixed Annuities
Education
The American College
CLU ChFC
Gordon Grady's Invest Financial Experience September 2009 - January 2014
Job Salaried Consultant at Robert Half International
Industry Investment Management
Experience
Robert Half International October 2012 - Present
Invest Financial September 2009 - January 2014
Idex Bristol Operation August 2008 - September 2012
Danaher Tool group West Hartford Operation 2006 - 2008
Skills
Needs Analysis, Risk Assessment, Asset Management, Financial Analysis, Strategic Financial..., Fixed Assets, Asset Managment, Fixed Annuities, Retirement, Setting standard cost..., Monthly cycle counting..., Employee Benefits, Auditing, General Ledger, Internal Controls, Sarbanes-Oxley Act, Cost Accounting, Budgets, Financial Advisory, Finance, Variance Analysis, Accounting, Analysis, Financial Planning, Forecasting
Education
Texas Lutheran University 1964 — 1968
Bachelor of Business Administration (BBA), Accounting
Texas Lutheran University
BBA, Accounting
Robert Half International October 2012 - Present
Invest Financial September 2009 - January 2014
Idex Bristol Operation August 2008 - September 2012
Danaher Tool group West Hartford Operation 2006 - 2008
Skills
Needs Analysis, Risk Assessment, Asset Management, Financial Analysis, Strategic Financial..., Fixed Assets, Asset Managment, Fixed Annuities, Retirement, Setting standard cost..., Monthly cycle counting..., Employee Benefits, Auditing, General Ledger, Internal Controls, Sarbanes-Oxley Act, Cost Accounting, Budgets, Financial Advisory, Finance, Variance Analysis, Accounting, Analysis, Financial Planning, Forecasting
Education
Texas Lutheran University 1964 — 1968
Bachelor of Business Administration (BBA), Accounting
Texas Lutheran University
BBA, Accounting
Louis Bernstein's Invest Financial Experience March 2007 - October 2011
Job Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2011 - Present
Invest Financial March 2007 - October 2011
astoria federal 2000 - 2002
Education
State University of New York College at Old Westbury 1995 — 1998
BS, Finance
E*TRADE Financial October 2011 - Present
Invest Financial March 2007 - October 2011
astoria federal 2000 - 2002
Education
State University of New York College at Old Westbury 1995 — 1998
BS, Finance
Helene Colvin's Invest Financial Experience July 2003 - Present
Job V.P. at Invest Financial
Industry Financial Services
Experience
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Eda Ellis's Invest Financial Experience December 2012 - Present
Job Operations Manager at Invest Financial
Industry Financial Services
Experience
Invest Financial December 2012 - Present
Integrated Financial Partners May 2012 - December 2012
Life Solutions Group October 2008 - May 2012
Education
City College Of San Francisco
Emerson College
Institute of Audio Research
Invest Financial December 2012 - Present
Integrated Financial Partners May 2012 - December 2012
Life Solutions Group October 2008 - May 2012
Education
City College Of San Francisco
Emerson College
Institute of Audio Research
Lawrence Scoloveno,CLU, ChFC's Invest Financial Experience June 2010 - Present
Job Wealth Manager at Christopher Edwards Financial Associates
Industry Financial Services
Experience
Invest Financial June 2010 - Present
Christopher Edwards Financial Associaes May 2010 - Present
Bank of America, PNC Bank August 1995 - October 2009
John Hancock Financial Services April 1984 - August 1995
Skills
Wealth Management, Series 7, Financial Planning, Financial Advisory, Mutual Funds, Annuities, Long Term Care, Investments, Asset Management, Securities, Portfolio Management, Equities, Insurance, Retirement Planning, Investment Advisory, Estate Planning, Fixed Income, Trading, Retirement Income..., Retirement, Financial Analysis, Comprehensive Wealth..., Insurance Planning, IRA's, Asset Allocation, 401k, Financial Planners, Life Insurance, Series 63, Wealth, Finance
Education
American College 2000 — 2002
CLU, CHFC, Financial Planning and Services
Rutgers, The State University of New Jersey-Newark 1973 — 1977
BA, Accounting/Business
Invest Financial June 2010 - Present
Christopher Edwards Financial Associaes May 2010 - Present
Bank of America, PNC Bank August 1995 - October 2009
John Hancock Financial Services April 1984 - August 1995
Skills
Wealth Management, Series 7, Financial Planning, Financial Advisory, Mutual Funds, Annuities, Long Term Care, Investments, Asset Management, Securities, Portfolio Management, Equities, Insurance, Retirement Planning, Investment Advisory, Estate Planning, Fixed Income, Trading, Retirement Income..., Retirement, Financial Analysis, Comprehensive Wealth..., Insurance Planning, IRA's, Asset Allocation, 401k, Financial Planners, Life Insurance, Series 63, Wealth, Finance
Education
American College 2000 — 2002
CLU, CHFC, Financial Planning and Services
Rutgers, The State University of New Jersey-Newark 1973 — 1977
BA, Accounting/Business
Elyshia Schemmel's Invest Financial Experience December 2011 - October 2012
Job Executive Assistant at Deco Lav Inc.
Industry Financial Services
Experience
Deco Lav, Inc. September 2014 - Present
Cantor Fitzgerald October 2012 - June 2014
Invest Financial December 2011 - October 2012
Invest Financial April 2007 - May 2011
Heritage House Sotheby's International Realty January 2005 - February 2007
Skills
Microsoft Office, Adobe Creative Suite, Internet, Marketing, New Business Development, Marketing Strategy, Business Development, Management, Event Planning, Social Media Marketing, Social Media, Marketing Communications, PowerPoint, Outlook, Advertising, Email Marketing, Product Marketing, Customer Service, Human Resources, Team Building, Research, Budgets, Social Networking, Time Management, Microsoft Word, Sales, Fundraising, Microsoft Excel, Employee Relations, Editing, Interviews
Education
Monmouth University 2008 — 2011
Bachelors of Arts, Marketing
Brookdale Community College 2006 — 2008
Associates of Arts, Business Administration
Mater Dei
Deco Lav, Inc. September 2014 - Present
Cantor Fitzgerald October 2012 - June 2014
Invest Financial December 2011 - October 2012
Invest Financial April 2007 - May 2011
Heritage House Sotheby's International Realty January 2005 - February 2007
Skills
Microsoft Office, Adobe Creative Suite, Internet, Marketing, New Business Development, Marketing Strategy, Business Development, Management, Event Planning, Social Media Marketing, Social Media, Marketing Communications, PowerPoint, Outlook, Advertising, Email Marketing, Product Marketing, Customer Service, Human Resources, Team Building, Research, Budgets, Social Networking, Time Management, Microsoft Word, Sales, Fundraising, Microsoft Excel, Employee Relations, Editing, Interviews
Education
Monmouth University 2008 — 2011
Bachelors of Arts, Marketing
Brookdale Community College 2006 — 2008
Associates of Arts, Business Administration
Mater Dei
Brent Murphree's Invest Financial Experience June 2005 - Present
Job Financial Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial June 2005 - Present
Central Investment Advisors - Central Bank of Lake of the Ozarks May 2005 - Present
Skills
Financial Planners, Financial Advisory, Retirement, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement Planning, Estate Planning, Asset Management, Uniform Combined State..., Life Insurance, Wealth Management..., Series 7, IRAs, Financial Planning
Education
College for Financial Planning
Certified Financial Planning
University of Missouri-Columbia
Bachelor of Science (B.S.), Family and Consumer Economics and Related Studies
Invest Financial June 2005 - Present
Central Investment Advisors - Central Bank of Lake of the Ozarks May 2005 - Present
Skills
Financial Planners, Financial Advisory, Retirement, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement Planning, Estate Planning, Asset Management, Uniform Combined State..., Life Insurance, Wealth Management..., Series 7, IRAs, Financial Planning
Education
College for Financial Planning
Certified Financial Planning
University of Missouri-Columbia
Bachelor of Science (B.S.), Family and Consumer Economics and Related Studies
John Marino, CLU's Invest Financial Experience February 1994 - December 1995
Job Life Wholesaler
Industry Insurance
Experience
Crump Life Insurance Services October 2001 - October 2011
PROVIDENT MUTUAL March 1999 - November 2001
Mass Mutual April 1995 - November 1999
Invest Financial February 1994 - December 1995
The Hartford March 1991 - 1993
Skills
Microsoft CRM, Word, PowerPoint, Excel, Outlook, Insurance
Education
The American College 1983 — 1987
Chartered Life Underwriter, Insurance
Central Connecticut State University 1971 — 1975
B.S. Business, Business
Crump Life Insurance Services October 2001 - October 2011
PROVIDENT MUTUAL March 1999 - November 2001
Mass Mutual April 1995 - November 1999
Invest Financial February 1994 - December 1995
The Hartford March 1991 - 1993
Skills
Microsoft CRM, Word, PowerPoint, Excel, Outlook, Insurance
Education
The American College 1983 — 1987
Chartered Life Underwriter, Insurance
Central Connecticut State University 1971 — 1975
B.S. Business, Business
Chad Urban's Invest Financial Experience July 2011 - Present
Job Financial Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial July 2011 - Present
New Hope Christian School June 2004 - July 2011
Education
Concordia University-Wisconsin 2000 — 2004
Bachelor of Arts, Education
Arrowhead High School 1996 — 2000
Invest Financial July 2011 - Present
New Hope Christian School June 2004 - July 2011
Education
Concordia University-Wisconsin 2000 — 2004
Bachelor of Arts, Education
Arrowhead High School 1996 — 2000
Meagan Nichols's Invest Financial Experience March 2001 - Present
Job Sales Assistant at Invest Financial
Industry Financial Services
Experience
Invest Financial March 2001 - Present
Skills
Mutual Funds, Investments, Series 63, Securities, Equities, Customer Service, Microsoft Excel
Education
Waubonsee Community College
Associate's degree, Accounting
Triton College
Accounting
Invest Financial March 2001 - Present
Skills
Mutual Funds, Investments, Series 63, Securities, Equities, Customer Service, Microsoft Excel
Education
Waubonsee Community College
Associate's degree, Accounting
Triton College
Accounting
Kathleen Armistead's Invest Financial Experience June 2013 - December 2013
Job Sales Associate at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy August 2012 - Present
Invest Financial June 2013 - December 2013
Big Cat Rescue May 2013 - December 2013
Pensacola Christian College August 2010 - April 2012
A Beka Books Distribution Center May 2011 - August 2011
Sears Holdings Corporation June 2010 - August 2010
Skills
Interpersonal..., Creative Problem Solving, Analytical Capability, Situational Leadership, Enthusiasm to learn, Multitasking Skills, Customer Service, Product Knowledge, Retail Sales, Cashiering, Housekeeping, Microsoft Word, Microsoft Excel, PowerPoint, English Grammar, English Literature
Education
Clearwater Christian College 2012 — 2013
Bachelor's degree, General Studies concentrations in Communication and English, 3.0
Pensacola Christian College 2010 — 2012
Work towards Bachelor of Arts (B.A.), English and History
Calvary Christian Academy 2006 — 2010
High School Diploma, 4.0
Gap Inc./Old Navy August 2012 - Present
Invest Financial June 2013 - December 2013
Big Cat Rescue May 2013 - December 2013
Pensacola Christian College August 2010 - April 2012
A Beka Books Distribution Center May 2011 - August 2011
Sears Holdings Corporation June 2010 - August 2010
Skills
Interpersonal..., Creative Problem Solving, Analytical Capability, Situational Leadership, Enthusiasm to learn, Multitasking Skills, Customer Service, Product Knowledge, Retail Sales, Cashiering, Housekeeping, Microsoft Word, Microsoft Excel, PowerPoint, English Grammar, English Literature
Education
Clearwater Christian College 2012 — 2013
Bachelor's degree, General Studies concentrations in Communication and English, 3.0
Pensacola Christian College 2010 — 2012
Work towards Bachelor of Arts (B.A.), English and History
Calvary Christian Academy 2006 — 2010
High School Diploma, 4.0
Donald Koser's Invest Financial Experience July 2014 - Present
Job Account Maintenance Representative (Temp) at Invest Financial
Industry Information Technology and Services
Experience
Invest Financial July 2014 - Present
Florence Family YMCA May 2008 - January 2014
Francis Marion University May 2010 - July 2013
Francis Marion University August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Project, Microsoft Word, Microsoft Access, Microsoft Powerpoint, HTML, PHP, SQL, MySQL, VBA, Visual Basic
Education
Francis Marion University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Florence-Darlington Technical College 2010 — 2010
4.0
Invest Financial July 2014 - Present
Florence Family YMCA May 2008 - January 2014
Francis Marion University May 2010 - July 2013
Francis Marion University August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Project, Microsoft Word, Microsoft Access, Microsoft Powerpoint, HTML, PHP, SQL, MySQL, VBA, Visual Basic
Education
Francis Marion University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Florence-Darlington Technical College 2010 — 2010
4.0
Heather Watts's Invest Financial Experience August 2014 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Invest Financial August 2014 - Present
State Street March 2010 - August 2014
CBP September 1999 - August 2003
A Festive Touch Catering June 1998 - June 2002
Skills
Equities
Education
Bryant College 2000 — 2004
Bachelor of Science (BS), Finance, General
Invest Financial August 2014 - Present
State Street March 2010 - August 2014
CBP September 1999 - August 2003
A Festive Touch Catering June 1998 - June 2002
Skills
Equities
Education
Bryant College 2000 — 2004
Bachelor of Science (BS), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.