Next Financial Group
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Next Financial Group Employees
BP August 2014 - Present
JPMorgan Chase January 2013 - August 2014
Next Financial Group January 2008 - January 2012
Alliance Benefit Group February 2006 - January 2008
Morgan Stanley DW January 2005 - February 2006
Merrill Lynch June 2004 - December 2004
Skills
Series 7, Series 24, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Fixed Annuities, Asset Managment, Asset Allocation, ETFs, Series 6, Portfolio Management, FINRA, Investment Advisory, Retirement, Investment Strategies, 401k, Alternative Investments, Financial Advisory, Uniform Combined State..., Banking, Financial Risk, Finance, Financial Analysis, AML, Anti Money Laundering, Risk Management, Asset Management, Financial Planning
Education
Tulane University 2008 — 2010
MBA, Finance
University of Houston 2000 — 2004
Bachelor of Science, Economics
Next Financial Group October 2008 - Present
Amerifinancial/TRFMG( The Reserve Fund Management Group) October 2001 - October 2008
Marion Bass Securities September 1995 - August 2001
Star Disposal Systems October 1991 - September 1995
Laidlaw Waste Systems July 1988 - October 1991
Skills
Investments, Portfolio Management, Financial Services, Financial Planning, Series 7, Securities, Financial Advisory, Investment Advisory, Asset Management, Wealth Management, Asset Allocation, Retirement Planning, Leadership, Contract Negotiation, Negotiation, Sales Management, Management, Financial Analysis, Process Improvement, Strategic Planning
Education
College of the Mainland
Finance, Business
Checkered Flag Auto Group October 2014 - Present
Xtreme-U September 2013 - Present
USCG 2009 - Present
BIDER Methods November 2013 - Present
NEXT Financial Group 2012 - 2014
GEICO October 2007 - May 2008
Skills
Marketing, Team Leadership, Security Clearance, Start-ups, Leadership, Training, Business Development, Public Speaking, Leadership Development, Military Experience, Program Management, Communication, Teamwork, Market Research, Military Operations, Sales, Storytelling, DoD, Force Protection, CrossFit, Fitness, Personal Training, Team Building, National Security, Maritime Security, Homeland Security, Navy, Asking Questions, ISSA, Cold Calling, Health Insurance, Insurance, Life Insurance, Security
Education
Old Dominion University
Physical Education
Next Financial Group May 1995 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner, Finance and Financial Management Services
Riverside Investment Partners, Inc. August 2015 - Present
Machamer Financial, Registered Investment Advisor September 2009 - August 2015
First Allied Securities July 2008 - September 2009
Next Financial Group March 2004 - July 2008
AXA Advisors December 2000 - March 2004
Merrill Lynch February 1997 - December 2000
Natural Gas Utilities June 1984 - January 1997
Skills
Tactical Strategies, Portfolio Management, Investment Advisory, Rollover 401(k), IRAs, Retirement Safety..., Low Risk strategies, Investments, Precious Metals strategy, Managing 401(k) accounts, Low Volatility strategy, Financial Advisory, Investment Strategies, 401k
Education
Old Dominion University 1986 — 1989
MEM, Engineering Management
Old Dominion University 1979 — 1984
BSME, Mechanical Engineering
Whiterock Financial, LLC October 2010 - Present
NEXT Financial Group February 2008 - September 2010
Merrill Lynch January 2005 - January 2008
Merck June 2000 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance Solutions, ETFs, Tax Strategies, Financial Planning, Investments, Investment Advisory, Insurance, Asset Allocation, 401k, Mutual Funds, Asset Management, Portfolio Management, Retirement, Wealth Management, Disability Insurance, Annuities, Strategic Financial..., Tax, Employee Benefits, Financial Advisory, Small Business, Investment Strategies, Wealth, Finance, Investment Management, IRAs, Alternative Investments, Financial Services, Financial Planners, Estate Planning, Fixed Annuities, Series 7, Series 63, Securities, FINRA, Life Insurance, Wealth Management..., High Net Worth..., Personal Finance
Education
State University of New York at Buffalo - School of Management 2002 — 2005
MBA, Business Administration
Fairleigh Dickinson University 1998 — 2000
Bachelor of Science, Business Management
Raritan Valley Community College 1996 — 1998
AAS, International Business Management
Visionary Financial Group July 2012 - Present
NEXT Financial Group May 2005 - Present
Southwest Bank July 2001 - July 2012
Southwest Securities July 2001 - May 2005
Merrill Lynch June 1995 - July 2001
Bank of America April 1990 - June 1995
Chase/Bank One May 1988 - April 1990
Piper Jaffray June 1987 - May 1988
Southwest Securities June 1986 - June 1987
Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning
Education
The University of Texas at Dallas 1991 — 1997
Bachelor, Economics & Finance
Cannon Financial Institute
Certified Wealth Strategist®
Kanaly Trust Company October 2013 - Present
Woodlands Securities Corp. January 2013 - October 2013
Wealth Solutions, Inc March 2012 - June 2012
Tiras Pennington & Associates January 2011 - March 2012
Next Financial Group January 2009 - October 2010
Invesco February 2001 - March 2006
Cable&Wireless Worldwide May 2000 - January 2001
Logix Communications December 1997 - August 1999
Logix Communications September 1995 - December 1997
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement
Education
Houston Community College
Citi June 2013 - Present
Citi January 2011 - June 2013
Citi June 2010 - January 2012
Citi June 2009 - December 2009
Citi June 2008 - June 2009
Canisius College April 2005 - May 2008
Next Financial Group August 2007 - December 2007
Skills
Derivatives, Fixed Income, Credit, Risk, Portfolio Management, Management, Mortgage Lending, Financial Analysis, Credit Risk, Risk Management, Credit Analysis, Operational Risk, Analysis, Financial Risk, Finance, Payments, Loan Origination, Asset Management
Education
Canisius College 2004 — 2008
B.S. Hon., Finance/Economics, International Business
NYU School of Professional Studies
Certificate in Real Estate Asset Management, Real Estate Development, N/A
Gorjess By Design June 2007 - Present
Rose Paving Company July 2004 - March 2011
Welcom Software Technology June 2002 - June 2004
NEXT Financial Group May 2001 - May 2002
Hansen Technologies Corporation August 1999 - February 2001
Skills
Marketing Strategy, Public Relations, Social Media, Advertising, Marketing, Market Research, New Business Development, Strategic Planning, Event Planning, Budgets, B2B, Management, Graphic Design, Marketing Communications, Sales Management, Strategy, Social Media Marketing, Team Building, Contract Negotiation, Leadership, Negotiation, Business Development, Human Resources
Education
University of Tennessee-Knoxville 1996 — 1999
BA, English
University of Illinois at Urbana-Champaign 1995 — 1996
Art History
Navient September 2012 - Present
Guggenheim Investments March 2011 - August 2012
State Street Corporation September 2008 - March 2011
NEXT Financial Group August 2006 - March 2008
Skills
Equities, Accounts Payable, Internal Audit, Settlement, Financial Forecasting, Treasury, Securities, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Account Reconciliation, Accounting, Financial Modeling, Portfolio Management, Investments, Financial Services, Trading, Auditing, Finance, Financial Analysis, Analysis, Corporate Finance, Variance Analysis, Valuation, Cash Management, GAAP, PeopleSoft, Strategic Financial..., Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters, Business Administration
University of Houston, C.T. Bauer College of Business 1999 — 2004
Bachelor of Business Administration, Finance/Accounting
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Industry Capital Advisors, LLC. March 2014 - Present
Texas Based Multi-Family Office January 2010 - April 2014
IBERIABANK 2010 - 2014
Medallion Global LLC. 2010 - 2012
First Allied Securities 2008 - 2010
NEXT Financial Group. 2007 - 2008
Skills
Portfolio Management, Investments, Financial Analysis, Alternative Investments, Wealth Management, Financial Modeling, Asset Managment, Securities, Strategic Financial..., Risk Management, Valuation, Loans, Credit, Asset Management, Commercial Banking, Banking, Credit Risk, Commercial Lending, Finance, Relationship Management, Capital Markets, Investment Banking, Private Equity, Project Finance, Trading, Structured Finance
Education
Texas Tech University - Rawls College of Business 2002 — 2007
BBA, Management
Memorial High School 1998 — 2002
Elephantine Publishing, LLC January 2014 - Present
Amanda Aksel January 2011 - Present
NEXT Financial Group, Inc. April 2013 - April 2014
Next Financial Group September 2008 - September 2013
Century 21 Advanced Real Estate May 2005 - August 2008
Education
Saint Leo University 2006 — 2010
B.A., Psychology
Zarro Acting Academy 2004 — 2006
Acting, Screenwriting
3010 Enterprises January 2012 - Present
NEXT Financial Group June 2007 - January 2012
United Planners' Financial Services of America April 2005 - May 2007
AIG Advisor Group 2003 - 2005
Skills
Series 24, Securities, AML, Risk Management, Policy, FINRA, Series 7, Investment Advisory, Investments, Financial Advisory, Series 63
Education
University of California, San Diego 2001 — 2005
Bachelors, Economics
Caporale Advisor Services 2010 - Present
National Planning Corporation 2010 - 2011
NEXT Financial Group 2005 - 2010
ICON Capital Corp 2002 - 2005
Skills
Transition Specialist, Marketing Consultant, Corporate Events, Investments, Marketing, Financial Services, Recruiting, Business Development, Email Marketing, Management, Sales, Budgets, Social Media, Marketing Strategy, Cold Calling, Retirement Planning, Securities, Insurance, Selling, Finance, Strategic Financial..., Strategy, Executive Management, Mutual Funds, Wealth Management, Employee Benefits, Asset Management, Portfolio Management, Relationship Management, Series 7, Series 63
Education
University of New Haven 1993 — 1995
MBA, Concentration in Public Relations
Central Connecticut State University
BS, Management Information Systems
NEXT Financial Group, Inc. February 2012 - Present
The Greensheet August 2011 - February 2012
4WARD Financial Marketing, Inc. January 2011 - August 2011
Next Financial Group March 2010 - December 2010
The Enpro Group October 2007 - March 2010
Skills
Press Releases, Project Coordination, Marketing Communications, Social Media Marketing, Corporate Communications, Freelance Graphics, Adobe Creative Suite, Google Adwords, Copy Editing, Creative Writing, Blogging, Sales Process, Desktop Support, Microsoft Office, Web Content, Content Management, CMS, Social Media, Marketing Strategy, Facebook, Email Marketing, Advertising, Social Networking, Public Relations, Copywriting, Marketing, Online Marketing, Graphic Design, Online Advertising, Event Planning, SEO, Newsletters, Google Analytics, Internal Communications, Corporate Branding, Sales
Education
University of Houston 2004 — 2007
Advertising/PR, Communications
Aon Hewitt August 2009 - Present
Spherion Staffing Group, the Hewitt Project September 2009 - July 2010
Next Financial Group January 2007 - October 2007
Pacific Income Advisers April 2006 - August 2006
ING April 2005 - August 2005
National Planning Corporation, California April 2003 - April 2005
First Republic Securities July 2002 - April 2003
First Republic November 2001 - July 2002
Skills
Lotus Notes, Customer Service, Telephone Skills, Banking, Filing, Defined Benefit, Retail, Loans, Retirement, Research, Defined Contribution, Pensions, Call Centers, Open Enrollment, Customer Satisfaction
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Business Communications
Vantage Point Wealth Management July 2007 - Present
Next Financial Group July 2005 - June 2007
AIG American General February 2002 - June 2005
Apogee Enterprises, Inc. March 1995 - December 2001
Education
St. Cloud State University - Herberger Business School 1991 — 1995
Finance, Finance & Economics
Hutchinson High School
ConocoPhillips December 2012 - August 2015
Microsoft September 2012 - December 2012
Foster Wheeler September 2010 - September 2012
Next Financial Group July 2008 - September 2010
Decision Strategies, Inc. January 2006 - June 2008
Compuforce Inc, January 1997 - December 2005
Schlumberger September 1993 - November 1997
LyondellBasell 1991 - 1993
Skills
Project Portfolio..., Management Consulting, Program Management, Cross-functional Team..., Software Project..., Stakeholder Management, Infrastructure Capacity..., Benefit Cost Analysis, Infrastructure Security, Change Management, Risk Management, Quality Management, Team Building, Business Analysis, Cost Benefit, Problem Solving, Software Engineering, Financial Reporting, Cloud Computing, Engineering, NIST, FISMA, FedRAMP, Project Management, SharePoint, Business Process..., Process Improvement, Business Intelligence, IT Strategy, PMO, Management, Strategic Planning, Enterprise Architecture, ERP, Project Planning
Education
Cornell University
Bachelors, Mathematics
University of Phoenix
Masters, MBA
Quintessential Financial Corp. 2002 - Present
NEXT Financial Group 2006 - Present
UCI - UC Irvine Extension December 2014 - Present
University of Redlands June 2014 - Present
Investment Advisory Commission for the City of Mission Viejo November 2013 - Present
Mission Viejo Chamber of Commerce July 2014 - Present
Skills
Retirement Planning, Investments, IRAs, 401k, Life Insurance, Small Business, Investment Advisory, Wealth Management, Series 7, Public Speaking, Securities, Alternative Investments, Entrepreneurship, Investment Strategies, Personal Financial..., Estate Planning, Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Fixed Income, Retirement, Risk Management, Mutual Funds, Employee Benefits, Personal Finance, Asset Allocation, Strategic Planning, Financial Planning, Strategic Financial..., Financial Planners, Portfolio Management, New Business Development, Asset Management, Wealth, Wealth Management..., Relationship Management, Equities, Asset Managment, Real Estate, Series 24, Financial Analysis, Financial Services, Financial Advisory, Finance, Retirement Plan..., Community Outreach
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
University of Southern California 1984 — 1985
MS, Systems Management
United States Air Force Academy 1978 — 1982
BS, Aeronautical Engineering
Next Financial Group CEOStop Buying The BullMarch 2008 - Present
Skills
Mergers & Acquisitions, Business Strategy, Due Diligence, Business Development, Management, Strategy, Finance, Investments
Education
Kean University 1974 — 1977
Holmdel High School 1970 — 1974
Bank of Lancaster February 2015 - August 2015
Infinex Financial Group February 2015 - August 2015
Next Financial Group January 2013 - January 2015
Anderson & Strudwick/Sterne Agee June 2006 - January 2013
Skills
Finance, Financial Planning, Investments, Retirement Planning, Wealth Management
Education
North Carolina State University 1982 — 1985
Doctor of Philosophy (Ph.D.), Wood and paper science and engineering
Georgia Institute of Technology/institute of Paper Chemistry 1979 — 1981
Master of Science (MS), Paper Science and Engineering
Purdue University 1976 — 1979
Bachelor's degree, Chemistry
Next Financial Group February 2010 - Present
Fifth Third Bank September 2009 - October 2010
Skills
Client Services, Customer Engagement, Relationship Management, Financial Services, Financial Planning, Sales, Client Development, Microsoft Excel, Social Media Marketing, Organizational..., Time Management, Operational Planning, Project Planning, Community Outreach, Charity Work, Customer Service, Management, PowerPoint, Leadership, Microsoft Office, Team Building
Education
Owens Community College 2015 — 2015
Associate of Arts (AA), Business Administration, Management and Operations
Next Financial Group September 2012 - Present
Qualitest Pharmaceuticals September 2006 - September 2009
NASA February 2004 - September 2006
Skills
Microsoft Word, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Marketing, Budgets, Account Management, Public Speaking, Business Development, Social Networking, New Business Development
Education
Lincoln County High School 1981 — 1984
Florida College
Motlow State Community College
Lighthouse Planning Consultants August 2015 - Present
Hanlon Investment Management, Inc. July 2014 - July 2015
Interactive Advisory Software July 2014 - July 2015
Hanlon Investment Management, Inc. June 2013 - July 2015
Richard Stockton College 2014 - 2014
Hanlon Investment Management, Inc. June 2012 - June 2013
Hanlon Investment Management, Inc. May 2010 - June 2012
NEXT Financial Group October 2006 - May 2010
Ayco Co. 2005 - 2006
Education
Richard Stockton College of New Jersey 2012 — 2013
Certificate, Financial Planning
The College of Saint Rose 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Financial Placement Group December 2010 - Present
Next Financial Group September 2002 - December 2010
Skills
Financial Advisor..., Financial Recruiting..., Asset Management, Business Development, Finance, Financial Advisory, Investment Advisory, Life Insurance, Marketing, Recruiting, Retirement Planning, Series 63, Series 7, Wealth Management
Education
Cal Poly Pomona 1993 — 1998
Finance and Financial Management Services
Hong Kong International School 1989 — 1993
High School
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
SNS Financial Group January 2010 - Present
Next Financial Group December 2005 - December 2009
Ameriprise Financial (Formerly American Express) July 2002 - November 2005
Education
The American College 2006 — 2007
Certified Financial Planner
Augustana University (SD) 1997 — 2001
BS, Business Administration and Computer Science
Areo Realty February 2012 - Present
Lone Star College March 2011 - Present
Houston Community College August 2007 - Present
NEXT Financial Group November 2007 - April 2010
Stanford Financial April 2007 - October 2007
NEXT Financial January 2004 - March 2007
VALIC and AIG Annuity June 2002 - November 2003
Various Temporary Services November 1994 - June 2002
Valero Energy Corporation August 1996 - June 1999
USMC June 1990 - June 1994
Skills
Access, Excel, WinOPS, Peachtree, Quickbooks, PeopleSoft, Public Speaking, Financial Planning, Accounts Payable, Accounts Receivable, Stocks, Mutual Funds, Real Estate, Political Science, Foreign Relations, Military, Higher Education, Training & Development, SAP, Oracle, Advent, Analysis, Securities, Strategic Financial..., Microsoft Excel, Investments, Finance, Portfolio Management, Leadership, Customer Service, Sales, Training
Education
University of St. Thomas (TX) 2004 — 2007
Master's, Political Science
University of St. Thomas (TX) 2000 — 2003
Bachelor's, Finance
University of Houston
Doctor of Philosophy (Ph.D.), Political Science
USAA April 2011 - March 2013
Self Employed March 2010 - April 2011
Stanford Group Company November 2007 - March 2010
NEXT Financial Group February 2007 - November 2007
WOODMEN FINANCIAL SERVICES October 2001 - August 2006
Pershing LLC August 2000 - June 2001
PERSHING (A DIVISION OF THE BANK January 2000 - January 2001
SUNSET FINANCIAL SERVICES August 1995 - January 2000
DST Systems January 1983 - January 1995
Skills
Series 7, Series 24, FINRA, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Strategic Financial..., Equities, Financial Advisory, Asset Managment, Investments, Leadership, Asset Management, Fixed Annuities, Insurance
Education
Bellevue University 2006 — 2007
Master's Degree, MANAGEMENT
University of Missouri 1989 — 1991
Bachelor's Degree, Business
UNIVERSITY OF MISSOURI
B.S, BUSINESS
Money University January 2015 - Present
The Solomon Group Financial Services, LLC May 2013 - Present
American Bicycle Association 2006 - Present
The Solomon Group August 1980 - Present
NEXT Financial Group 2007 - May 2013
Skills
Leadership, Investments, Entrepreneurship, Finance, Insurance, Financial Advisory, Employee Benefits, Advertising, Life Insurance, Strategic Financial..., Customer Service, Retirement, Fixed Annuities, Estate Planning, Microsoft Word, Financial Analysis, Investment Advisory, Disability Insurance, Business Planning, Asset Allocation, Wealth, Wealth Management, Long Term Care Insurance, Tax, Term Life Insurance, Investment Strategies, Asset Management, Financial Services, Universal Life, Portfolio Management, Health Insurance
Education
University of Central Oklahoma 1979 — 1982
Montgomery Community Television January 2005 - Present
Next Financial Group December 2000 - Present
First Southeastern Securities January 1995 - December 2000
Integrated Resources 1987 - 2000
Skills
Editing, Public Relations, Investments, Social Media, Sales, Finance, Marketing Communications, Videography, Media Relations, Press Releases, Television, Public Speaking, Financial Services, Portfolio Management, Nonprofits, Retirement Planning
Education
Leadership Montgomery County 1995 — 2015
Bachelor of Science (B.S.)
Illinois State University 1971 — 1975
BS, Social Science Comprehensive
First Southwest Company May 2012 - Present
Capital Institutional Services January 2011 - May 2012
Assent Trading April 2009 - February 2010
NEXT Financial Group June 2006 - December 2008
Kershner Trading Group May 2005 - April 2006
Skills
Series 7, Series 63, Series 24, Equity Trading, Securities, FINRA, Trading, Options, Mutual Funds, Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Proprietary Trading, Investment Banking, Uniform Combined State..., Structured Products, Financial Services, Equities, AML
Education
The University of Texas at Austin 1999 — 2004
Next Financial Group February 2011 - Present
Education
Old Dominion University 1996 — 2001
McGrann Shea Carnival Straughn & Lamb May 2011 - Present
Minnesota Tenth Judicial District December 2009 - May 2011
Minnesota Court of Appeals August 2008 - December 2009
Greene Espel March 2007 - July 2008
Law Internship June 2006 - July 2006
NEXT Financial Group February 2004 - February 2005
Skills
Legal Writing, Civil Litigation, Legal Research, Advocacy, Client Counseling, Litigation, Mediation, Courts, Employment Law, Motions, Westlaw, Appeals, Trials, Commercial Litigation, Depositions, Dispute, Microsoft Office, Oral Arguments, Public Speaking, ERISA, Microsoft Excel, Breach Of Contract, Outlook
Education
William Mitchell College of Law 2004 — 2008
JD, 3.49/4.0
St. Cloud State University 1999 — 2003
Bachelor of Science and Bachelor of Arts, Finance and Economics and Minors in Political Science and Math
AIG Advisor Group September 2010 - Present
Independent Consultant September 2009 - January 2011
IFMG (Independent Financial Marketing Group) June 2006 - October 2008
NEXT Financial Group January 1999 - January 2006
Advantage Capital Corporation January 1990 - January 1999
Shearson Lehman Hutton January 1989 - January 1990
EF Hutton & Company January 1978 - January 1988
EF Hutton & Company April 1976 - June 1978
Skills
Training, Management, Process Improvement, Risk Management, Leadership, Team Building, Operations Management, Insurance, Financial Services, Brokers, Series 7
Education
Saint John's University 1975 — 1977
Business
Saint John's University
studies, Business Management
Managed Risk Strategies September 2011 - Present
Dennis Ober August 1987 - Present
NEXT Financial Group February 2004 - December 2010
Skills
Oil, Annuities, Retirement, Insurance, Investments, Retirement Planning, Fixed Annuities, Life Insurance, Investment Advisory, Alternative Investments, Petroleum, Long-term Care, Series 7, IRAs, Finance, 401k, Mutual Funds, Wealth, Wealth Management, Estate Planning, Disability Insurance, Securities, Strategic Financial..., Series 6, Financial Advisory, Asset Allocation
Education
Drake University 1962 — 1967
BME, Music Education
Nobel Learning Communities November 2009 - Present
Premium Drilling October 2007 - June 2009
NEXT Financial Group 2004 - 2007
Education
Texas State University 1999 — 2004
BA, Psychology
none April 2015 - Present
Next Financial Group January 1999 - September 2010
Skills
Sales Management
Education
University of Southern California 1979 — 1986
University of Southern California - Marshall School of Business 1981 — 1985
B.S., Entrepreneur Program
Montessori School of Sugar Land 2013 - Present
Next Financial Group 2011 - 2012
UBS Int'l. Inc. July 2007 - June 2009
Stanford Group Company 2005 - 2007
Saint Nicholas Montessori School 1999 - 2001
Longwood Montessori School 1998 - 1999
AIAS 1994 - 1996
Education
El Colegio de México
Jaeger Products September 2011 - Present
NEXT Financial Group May 2007 - July 2008
Invesco Ltd. June 2002 - May 2007
Invesco Ltd. August 2000 - June 2002
Education
Lone Star College - Community College 2009 — 2011
Associate of Applied Science, Accounting
Sam Houston State University 1997 — 1999
BBA, Business Management
North Harris Montgomery Community College 1994 — 1997
n/a, basics
JLB Wealth Management Group, LLC March 2015 - Present
NEXT Financial Group 2004 - 2010
Skills
Asset Allocation, Securities, Investments, Finance, Asset Management, Financial Services, Portfolio Management, Wealth, 401k, Retirement Planning, Management, Financial Planning, Wealth Management
Education
EMLYON 1989 — 1991
MBA, International Business
Towson University 1984 — 1989
BA, International Business & French
Vaughan Nelson Investment Management, L.P. September 2010 - Present
Next Financial Group December 2008 - September 2010
Invesco Aim January 1996 - October 2005
Skills
Mutual Funds, Process Improvement, Securities, FINRA, Series 7, Asset Management, Series 24, Risk Management, Licensing, Alternative Investments, Investment Advisory
Education
Sam Houston State University 1997 — 2001
MBA, Management
Sam Houston State University 1990 — 1995
BBA, Business
H&R Block January 2002 - Present
Cambridge College September 2007 - Present
Next Financial Group April 2012 - October 2012
Waddell & Reed September 2009 - April 2010
New England Business Partners June 2007 - May 2009
Primerica July 2002 - April 2007
Skills
IRS Enrolled Agent, Registered Investment..., Licensed Property &..., Licensed Life & Health..., Series 7, Series 66
Education
Fordham University 1997 — 2002
Ph.D. - pending, Financial and Development Economics
Fordham University 1998 — 2000
M.S., Economics
Boston University 2010 — 2011
Certificate, Financial Planning