NOVA Financial Services
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NOVA Financial Services Employees
Alpha Kappa Psi - Alpha Nu May 2014 - Present
University of Arizona Athletics - J & L Photography December 2013 - Present
Macy's June 2014 - July 2014
Ufree (Start-Up) May 2013 - May 2014
NOVA Financial Services January 2013 - May 2014
Skills
PowerPoint, Teamwork, Public Speaking, Event Planning, Networking, Marketing, Innovation, Leadership, Administrative..., Marketing Strategy, Sales, Social Networking, Facebook, Public Relations, Management, Photoshop, Mentoring, Photography, Team Leadership, Team Building, Highly motivated...
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
NOVA Financial Services December 2010 - Present
Lincoln Financial Advisors October 2009 - December 2010
New York Life Insurance Company September 1995 - October 2009
Skills
Financial Planning, Portfolio Management, Insurance, Expert Listener, Retirement Planning, Estate Planning, Wealth Management, Investments, Real Estate, Action Sports, Professional Athletes, Strategic Financial..., Retirement, Professional Sports, Finance, Financial Services, Small Business, Fixed Annuities, Life Insurance, 401k, Mutual Funds, Financial Planners, Wealth, Real Estate Economics, Financial Advisory, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Investment Strategies, Term Life Insurance, Asset Allocation, Wealth Management..., Securities, Asset Management, Loans, Residential Mortgages, Mortgage Marketing
Education
Northern Arizona University 1987 — 1992
Business, Finance
Amphi High School 1983 — 1987
Divorce Financial Consultants, LLC September 2011 - Present
NOVA Financial Services May 2011 - June 2014
Merrill Lynch August 2008 - April 2010
Smith Barney February 2007 - August 2008
Secured Marine Trust December 2002 - February 2006
Skills
Retirement, Wealth Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Financial Planners, Financial Services, Financial Advisory
Education
University of Arizona 1975 — 1979
Business/Commerce, General
NOVA Financial Services December 2013 - Present
Constellation College Planning July 2015 - Present
Strategic Wealth Associates January 2010 - December 2013
Twisted Tucson June 2006 - December 2013
TM International March 2006 - June 2009
Color Reflections June 1999 - February 2006
Skills
Marketing, Strategy, Leadership, Sales, Management, Training, Product Development, Small Business, Graphics, Art, Wealth Management, Finance, Employee Benefits, Digital Printing, Customer Service
Education
University of Arizona 1994 — 1998
BFA, Photography
Allscripts May 2011 - Present
Dex One, Inc. November 2008 - December 2010
ATC Panels, Inc January 2007 - November 2008
Buena Vista Corporation October 2005 - October 2006
AT&T November 1998 - October 2005
WELBRO Development January 1995 - October 1998
Evensen Dodge, Inc January 1994 - January 1995
NOVA Financial Services January 1993 - January 1994
Signet Bank January 1988 - January 1992
Skills
Forecasting, Cash Flow, Financial Analysis, Finance, Strategic Financial..., Accounting, Financial Reporting, Variance Analysis
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA
University of Virginia 1984 — 1988
BS, Commerce - Finance
NOVA Financial Services May 2009 - Present
Wealth Management Partners August 2005 - May 2009
Merrill Lynch November 2002 - August 2005
Skills
Asset Allocation, Investments, Pensions, Retirement Planning, Financial Planners, High Net Worth..., Series 7, Financial Services, Endowments, Due Diligence, Wealth Management, Investment Management, Strategic Financial..., Finance, Retirement, Portfolio Management, Estate Planning, Alternative Investments, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Foundations and Endowments Certificate, Finance
University of Pennsylvania - The Wharton School 2005 — 2006
Certified Investment Management Analyst, Finance
Salpointe
Goldman Sachs July 2015 - Present
Investments Club September 2013 - May 2015
Eller Business Communications Course August 2013 - May 2015
Eller Leadership Board August 2012 - May 2015
Eller Undergraduate Office January 2012 - May 2015
Goldman Sachs June 2014 - August 2014
NOVA Financial Services October 2013 - October 2013
Sigma Kappa Sorority January 2012 - June 2013
ClubCorp May 2012 - May 2013
Skills
Finance, Highly detail oriented, Time Management, Social Networking, Public Speaking, Community Outreach, Team Building, Customer Service, Team Leadership, Teamwork, Management, Leadership, Event Planning, Budget Monitoring, Analysis, Communication Skills, Organization, Market Knowledge, Data Analysis, Communication
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Senior
Universidade de Fortaleza 2013 — 2013
Business Administration
Tesoro High School 2007 — 2011
Divorce Financial Consultants, LLC October 2011 - Present
Nova Financial Services June 2009 - Present
MetLife Financial Services March 2006 - June 2009
Waddell & Reed Financial Services February 2001 - March 2006
Skills
Strategic Financial..., Investments, Estate Planning, Retirement Planning, Financial Services
Education
Queen's University 1979 — 1983
B. Comm (hons), Finance, Marketing
Queen's University 1979 — 1983
Bachelor of Commerce, Hons, Business/Finance
NOVA Financial Services January 2011 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Retirement, Portfolio Management, Estate Planning, Financial Services, Insurance, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Advisory, Securities, Alternative Investments, Equities, Financial Planning
Education
Fordham University
Finance, General
St Mary's High School, Manhasset, N.Y.
Avaya February 2012 - Present
JDS Uniphase February 2011 - February 2012
Cisco Systems, Inc. July 2010 - February 2011
Monolithic Power Systems, Inc. (MPS) December 2008 - June 2010
ITRI International January 2006 - April 2008
Nova Financial Services March 2001 - December 2005
eCommUSA August 2000 - March 2001
Amdahl December 1996 - August 1998
Adaptec November 1995 - November 1996
Amdahl July 1987 - November 1995
Skills
Cross-functional Team..., Marketing, Corporate Communications, Telecommunications, Vendor Management, Project Management, Product Management, Business Development, Outlook, Leadership, Cloud Computing, Program Management, Strategy, Start-ups, Product Marketing, Contract Negotiation, Budgets, Strategic Planning, Management, Administrative..., Process Improvement, Team Building, Salesforce.com, Competitive Analysis, Strategic Partnerships, SaaS, CRM, Executive Management, Mergers & Acquisitions
Education
University of Southern California 1981 — 1982
Master of Science, Computer Engineering
National Chengchi University 1977 — 1981
Bachelor of Arts, Public Administration
Taipei First Girls High School 1975 — 1977
Da Hwa Elementary and Junior High School
SAFE Credit Union July 2007 - Present
Encore Credit Corp 2006 - 2007
New Century Mortgage 1995 - 2006
Long Beach Mortgage Company 1990 - 1995
Nova Financial Services 1985 - 1990
Education
San Jose State University 1980 — 1985
Bachelor of Science (BS)
Janssen, Pharmaceutical Companies of Johnson and Johnson August 2011 - Present
Bristol-Myers Squibb April 2000 - July 2011
Janssen Pharmaceutica 1997 - 2000
NOVA Financial Services 1995 - 1997
Education
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA, Finance
Marshall University 1990 — 1994
BA, Finance
PEET AND COWAN December 1999 - Present
NOVA Financial Services March 1986 - December 1999
Skills
Loans, Sellers, Mortgage Lending, Risk Management, Real Estate, Credit Analysis, Debt Consolidation, Banking, Residential Homes, Finance, Residential Mortgages, Commercial Mortgages, Credit, Mortgage Banking, Refinance
Education
University College Dublin 1974 — 1977
BComm