National Independent Broker Dealer
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National Independent Broker Dealer Employees
National independent broker dealer September 2013 - Present
National independent broker dealer September 2012 - September 2013
Sterne Agee April 2007 - September 2012
G-Trade August 2006 - April 2007
Dowling & Co October 2004 - April 2005
Skills
Financial Reporting, Accounts Payable, Financial Statements, Payroll, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Budgets, General Ledger, Financial Accounting, Bloomberg, Microsoft Excel, Securities
Education
University of Alabama 2002 — 2006
Bachelor of Science, Accounting
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Accounting
The University of Alabama at Birmingham November 2014 - Present
Give & Take Resale March 2014 - August 2014
Boly:Welch April 2014 - May 2014
Artifact Creative Recycle January 2014 - March 2014
Boly:Welch November 2013 - January 2014
Arapahoe Basin Ski Area February 2013 - July 2013
National Independent Broker-Dealer July 2008 - December 2012
National Independent Broker-Dealer September 2003 - July 2008
Skills
Advertising, Marketing, Marketing Communications, Communication, Graphic Design, Creative Direction, Close Attention to..., Collaboration, Multi-task & Handle..., Hardwork, Interpersonal..., Organization, Thinking Outside The Box, Art, Interviews, Event Planning, Management, Public Relations, Social Media, Social Media Marketing, Nonprofits, Customer Service, Social Networking, Editing, Writing, Public Speaking, Event Management, Marketing Strategy, Copy Editing, Newsletters, Publications, Leadership, Volunteer Management, Sales, Community Outreach, Email Marketing, InDesign, Photography, Microsoft Excel, Fundraising, Digital Marketing, Media Relations, Press Releases, Facebook
Education
University of Alabama at Birmingham 2003 — 2008
Bachelor of Arts (B.A.), Communication Management and Marketing
Auburn University 2005 — 2005
Public Relations, Advertising, and Applied Communication
Jefferson State Community College 2001 — 2003
Business/Commerce, General
National Independent Broker Dealer July 2014 - Present
National Independent Broker Dealer January 2014 - July 2014
DCF GROUP, P.C. January 2012 - December 2013
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Budget Forecasts
Education
Birmingham-Southern College 2009 — 2011
Bachelor of Science (BS), Accounting
Appalachian State University 2007 — 2009
National Independent Broker Dealer December 2011 - Present
Sterne Agee June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC December 1999 - June 2001
American Express Financial Advisors August 1998 - May 1999
Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning
Education
Auburn University, College of Business 1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision
PwC January 2015 - Present
Sierra-Cedar January 2014 - January 2015
National Independent Broker Dealer June 2012 - January 2014
Millsaps College January 2011 - May 2012
Pluris Valuation Advisors LLC June 2011 - August 2011
St. Andrew's-Sewanee School August 2010 - November 2010
University of the South May 2010 - November 2010
New Orleans Zephyrs June 2009 - August 2009
Skills
Data Analysis, Writing, Group Dynamics, Bloomberg Terminal, Factset, Microsoft Office, Fundraising, Reporting & Analysis, Financial Analysis, Market Research, Product Marketing, Group Presentations, Training, Leadership, CRM, Marketing, Sales, Portfolio Management, Public Speaking, Risk Management, Microsoft Excel
Education
Millsaps College 2011 — 2012
Master of Business Administration (MBA), Finance and Marketing
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts, Economics
National Independent Broker Dealer June 2010 - Present
Bankers Life April 2009 - Present
Waddell & Reed October 2005 - April 2009
MassMutual June 2003 - September 2005
Metlife September 1999 - May 2003
Prudential August 1993 - August 1999
Skills
Retirement Planning, Fixed Annuities, Insurance, Mutual Funds, Investments, Retirement, Life Insurance, Portfolio Management, Financial Advisory, Health Insurance, Estate Planning, Property & Casualty...
Education
American College 1993 — 1997
LUTCF, Business and Estate Planning
National Independent Broker Dealer 2014 - Present
Bankers Life August 2009 - Present
Bankers Life and Casualty Company February 2006 - July 2009
Bankers Life and Casualty Company September 2003 - January 2006
CitiStreet April 2001 - August 2003
United States Marine Corps September 1993 - September 1997
Skills
Leadership, Life Insurance, Customer Service, Medicare, Insurance, Property & Casualty..., Retirement, Fixed Annuities, Training, Cold Calling, Finance, Underwriting, Relationship Management, Mutual Funds, Employee Benefits, Public Speaking, Health Insurance, Long Term Care Insurance, Universal Life, Whole Life, Management, Sales
Education
Bryant University 1997 — 2000
Bachelor's degree, Finance
National Independent Broker Dealer October 2014 - Present
Bankers Life and Casualty Company June 2014 - Present
Bankers Life and Casualty Company October 2012 - Present
Bankers Life and Casualty Company August 2013 - June 2014
Pech Limousine July 2010 - September 2012
Elite Marketing Group September 2002 - September 2005
Skills
Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Long Term Care Insurance, Insurance, Whole Life, Universal Life, Long-term Care, Team Building, Retirement, Retirement Planning, Customer Service, Training, Marketing, Management, IRAs, Medicare, Critical Illness, General Insurance, Estate Planning, Project Management, Online Marketing, Social Media Marketing, Production Management, Event Management, Brand Awareness, Team Leadership, Life & Health Insurance..., Medicare Part D
Education
Metropolitan Community College-Penn Valley 2010 — 2012
Associates in Arts
The American College
Bankers Life March 2013 - Present
National Independent Broker Dealer January 2011 - Present
Bankers Life May 2010 - March 2013
U.S. Army June 1986 - March 1991
Skills
LUTCF, CLTC, APP, Leadership Development, Strategic Communications, Financial Services, Strategic Vision, Team Building, Coaching Baseball, Fantasy Baseball, Long Term Care Insurance, Retirement, Retirement Planning, Series 6, Fixed Annuities, Uniform Combined State..., IRAs, Life Insurance, Series 7, Whole Life, Mutual Funds, Long-term Care, Wealth Accumulation, Wealth Management, Universal Life, Disability Insurance, Estate Planning, Financial Planners, Term Life Insurance, Series 63, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Variable Annuities, Wealth, Securities, Health Insurance, Strategic Financial..., Income Protection, Investments, 401k Rollovers, Series 65, Banking, Finance, Employee Benefits, Critical Illness, Financial Planning, Leadership
Education
Kansas State University 2011 — 2012
Personal Financial Planning Certificate Program, Financial Planning and Services, 4.0
Northern State University 1983 — 1986
Bachelor's degree, Secondary Education and Coaching
National Independent Broker Dealer April 2015 - Present
BBVA Compass Investment Solutions November 2000 - March 2015
Sterne Agee May 1994 - November 2000
Ernst & Young January 1992 - May 1994
Education
University of Alabama 1987 — 1991
BS, Accounting
National Independent Broker Dealer February 2012 - Present
Ruby Tuesday November 2010 - August 2013
A1 Pizza and Bar August 2011 - April 2012
Paramount Restaurant Supply March 2006 - October 2011
Skills
Microsoft Word, Customer Service, Investments, Retirement Plan..., Retirement Savings, Qualified Retirement..., Life Insurance, Medicare, Long Term Care Insurance, Indexed Annuities, Financial Analysis, PowerPoint, Microsoft Office, Retirement, Long-term Care, Team Building, Budgets, Outlook, Management, Project Management
Education
Salve Regina University 2009 — 2011
Masters, Business Administration
Johnson & Wales University 2006 — 2008
Bachelor, Engineering Design and Configuration Management
Johnson & Wales University 2004 — 2006
Associates, Computerized Drafting
National Independent Broker Dealer July 2013 - Present
Urban Cookhouse December 2011 - July 2013
Skills
Public Speaking, Event Planning, Social Networking, Hospitality, Marketing, Microsoft Office, Sales, Social Media, Customer Service, Event Management, Newsletters, Coaching, Scheduling, Fundraising, Licensing, Client Relations, Social Media Marketing, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of Alabama 2007 — 2011
Bachelor of Science, Restaurant and Hotel Management
University of Alabama 2007 — 2011
Bachelor of Science (B.S.), Hospitality Management
National Independent Broker Dealer May 2015 - Present
Auburn University Office of Innovation Advancement and Commercialization May 2014 - May 2015
Protective Life May 2013 - August 2013
Skills
Financial Analysis, Analysis, Research, Financial Modeling, Valuation, Investments, Finance, Bloomberg, Corporate Finance, Financial Reporting, Data Analysis, Business Analysis
Education
Auburn University 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Finance
National Independent Broker Dealer August 2010 - Present
Bankers Life and Casualty December 2008 - Present
Quality Builders Warranty Corp October 2007 - October 2008
The CIT Group September 2005 - September 2007
U.S. Funding Corporation January 2003 - January 2006
Skills
Banking, Leadership, Underwriting, Insurance, Salesforce.com, Marketing, Loans, Account Management, Sales, Credit, Direct Sales, Sales Management, New Business Development, B2B, Sales Operations, Business Development, Process Improvement, Customer Service, Employee Benefits, Investments
Education
Towson University 1994 — 1998
Bachelor of Science (B.S.), Kinesiology and Exercise Science
National Independent Broker Dealer January 2015 - Present
Bankers Life and Casualty Company August 2011 - Present
James Marine Paducah River Fuel Service 2005 - 2010
Skills
Microsoft Office, Customer Service, Management, Training, Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Long-term Care, Health Insurance, Medicare, Recruiting, Critical Illness, Universal Life, Retirement Planning, Medicare Part D, Licensed Life, Permanent Life Insurance, Licensing, IRAs, Retirement
Education
Murray State University 2009 — 2011
Business Administration and Management, General
West Kentucky Community and Technical College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General