Olde Discount Stockbrokers
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Olde Discount Stockbrokers Employees
Employee
Years
Job
Industry
Steve Vargo Steve Vargo's Olde Discount Stockbrokers Experience January 1996 - January 1997
Job Agent / Owner at State Farm
Industry Insurance
Experience
State Farm November 2014 - Present
State Farm May 2013 - October 2014
Fifth Third Bank October 2007 - May 2013
Chase Investment Services October 2006 - October 2007
Rite Way Vending September 2002 - October 2006
Hilliard Lyons Investments November 1997 - September 2002
First of Michigan Investments January 1997 - November 1997
Olde Discount Stockbrokers January 1996 - January 1997
Skills
Finance, Retirement Planning, Life Insurance, Fixed Annuities, Banking, Investments, Insurance, Loans, Mutual Funds, Mortgage Lending, Financial Services, Strategic Financial..., Securities, Financial Advisory, Relationship Management, Retirement, Consumer Lending, Residential Mortgages, Investment Advisory, IRAs, 401k, Term Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Health Insurance, Asset Allocation, Fixed Income, Cross Selling, Investment Strategies, Series 6, Series 63
Education
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance / Economics
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance and Economics
Grosse Ile High School 1987 — 1991
High School Diploma
State Farm November 2014 - Present
State Farm May 2013 - October 2014
Fifth Third Bank October 2007 - May 2013
Chase Investment Services October 2006 - October 2007
Rite Way Vending September 2002 - October 2006
Hilliard Lyons Investments November 1997 - September 2002
First of Michigan Investments January 1997 - November 1997
Olde Discount Stockbrokers January 1996 - January 1997
Skills
Finance, Retirement Planning, Life Insurance, Fixed Annuities, Banking, Investments, Insurance, Loans, Mutual Funds, Mortgage Lending, Financial Services, Strategic Financial..., Securities, Financial Advisory, Relationship Management, Retirement, Consumer Lending, Residential Mortgages, Investment Advisory, IRAs, 401k, Term Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Health Insurance, Asset Allocation, Fixed Income, Cross Selling, Investment Strategies, Series 6, Series 63
Education
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance / Economics
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance and Economics
Grosse Ile High School 1987 — 1991
High School Diploma
David Weigman David Weigman's Olde Discount Stockbrokers Experience 1993 - 1995
Job Enterprise Account Manager at Crittercism
Industry Computer Software
Experience
Crittercism 2014 - Present
Visual Systems Group Inc. (VSGi) 2011 - 2014
THIRDWAVE Markets LLC 2009 - 2010
Fazio's Moving Inc. 2002 - 2008
Andover Brokerage 2000 - 2001
Weigman & Associates 1995 - 1999
Olde Discount Stockbrokers 1993 - 1995
Skills
Unified Communications, Direct Sales, Solution Selling, Managed Services, VoIP, Channel Partners, Telecommunications, Video Conferencing, Salesforce.com, Account Management, Enterprise Software, Sales, E-commerce, SaaS, Sales Process
Education
Eckerd College 1991 — 1993
Bachelor's Degree, Economics & Management, 3.7 GPA, Graduated with Honors
Crittercism 2014 - Present
Visual Systems Group Inc. (VSGi) 2011 - 2014
THIRDWAVE Markets LLC 2009 - 2010
Fazio's Moving Inc. 2002 - 2008
Andover Brokerage 2000 - 2001
Weigman & Associates 1995 - 1999
Olde Discount Stockbrokers 1993 - 1995
Skills
Unified Communications, Direct Sales, Solution Selling, Managed Services, VoIP, Channel Partners, Telecommunications, Video Conferencing, Salesforce.com, Account Management, Enterprise Software, Sales, E-commerce, SaaS, Sales Process
Education
Eckerd College 1991 — 1993
Bachelor's Degree, Economics & Management, 3.7 GPA, Graduated with Honors
Brian Vann Brian Vann's Olde Discount Stockbrokers Experience 1995 - 1996
Job Vice President, Business Development at Xerox Services, Pharmaceutical and Life Sciences
Industry E-Learning
Experience
Xerox Services, Pharmaceutical and Life Sciences January 2015 - Present
LearnSomething, A Xerox Company October 2003 - January 2015
Smith James Group 1997 - 2000
Olde Discount Stockbrokers 1995 - 1996
Skills
Training, Leadership, Business Development, Recruiting, Sales, E-Learning, Retail, Interviews, Team Management, Personnel Management, Customer Service, Instructor-led Training, Executive Management, Strategy
Education
University of Florida 1990 — 1995
Bachelor of Science (BS), Finance, General
Jesuit High School
Xerox Services, Pharmaceutical and Life Sciences January 2015 - Present
LearnSomething, A Xerox Company October 2003 - January 2015
Smith James Group 1997 - 2000
Olde Discount Stockbrokers 1995 - 1996
Skills
Training, Leadership, Business Development, Recruiting, Sales, E-Learning, Retail, Interviews, Team Management, Personnel Management, Customer Service, Instructor-led Training, Executive Management, Strategy
Education
University of Florida 1990 — 1995
Bachelor of Science (BS), Finance, General
Jesuit High School
Gregory L. Jackson Gregory L. Jackson's Olde Discount Stockbrokers Experience August 1992 - May 1994
Job Director, National Sales Payment Solutions at Clearwater Payments
Industry Financial Services
Experience
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Nick Martell Nick Martell's Olde Discount Stockbrokers Experience 1993 - June 1997
Job Real Estate / Finance
Industry Real Estate
Experience
Howard Hanna Phila. Realty inc. March 2012 - Present
UBS / PaineWebber June 1997 - February 2002
Olde Discount Stockbrokers 1993 - June 1997
Skills
First Time Home Buyers, Sellers, Buyer Representation, Short Sales, Move Up Buyers, Foreclosures, REO, Condos, Referrals, Buyers, Townhomes, Seniors, National Association of..., Luxury, Vacation Homes, Rentals, Home Staging, Selling, Real Estate License, Designation, e-PRO, Relocation Buyers
Education
Arizona State University
Real Estate, Real Estate Finance and Development
Howard Hanna Phila. Realty inc. March 2012 - Present
UBS / PaineWebber June 1997 - February 2002
Olde Discount Stockbrokers 1993 - June 1997
Skills
First Time Home Buyers, Sellers, Buyer Representation, Short Sales, Move Up Buyers, Foreclosures, REO, Condos, Referrals, Buyers, Townhomes, Seniors, National Association of..., Luxury, Vacation Homes, Rentals, Home Staging, Selling, Real Estate License, Designation, e-PRO, Relocation Buyers
Education
Arizona State University
Real Estate, Real Estate Finance and Development
Craig Turley's Olde Discount Stockbrokers Experience June 1995 - May 1996
Job Mortgage Banker
Industry Financial Services
Experience
Southwest Direct Mortgage March 2012 - Present
CRT Mortgage and Consulting, LLC October 2003 - December 2009
Hunter Financial Group, LLC January 2001 - January 2003
Aames Home Loans March 2001 - July 2001
Conti Mortgage January 1999 - January 2001
Banc One Financial Services 1996 - 1998
Olde Discount Stockbrokers June 1995 - May 1996
Household Finance October 1993 - April 1995
Skills
Negotiation, Compliance, Project Portfolio..., Customer Relations, Entrepreneur, Lead Generation, Account Management, Strategic Planning, Online Marketing, Business Strategy, Customer Service, Business Planning, Team Building, Start-ups, Change Management, New Business Development, Small Business, Entrepreneurship, Credit, Residential Mortgages, Mortgage Lending, Mortgage Banking, Sales, Management, Leadership, FHA, Loans, Real Estate
Education
University of Arizona 1990 — 1993
Business Administration, Finance
Lincoln Land Community College 1987 — 1990
Associate
THE Tri City High School
THE Tri City High School
Southwest Direct Mortgage March 2012 - Present
CRT Mortgage and Consulting, LLC October 2003 - December 2009
Hunter Financial Group, LLC January 2001 - January 2003
Aames Home Loans March 2001 - July 2001
Conti Mortgage January 1999 - January 2001
Banc One Financial Services 1996 - 1998
Olde Discount Stockbrokers June 1995 - May 1996
Household Finance October 1993 - April 1995
Skills
Negotiation, Compliance, Project Portfolio..., Customer Relations, Entrepreneur, Lead Generation, Account Management, Strategic Planning, Online Marketing, Business Strategy, Customer Service, Business Planning, Team Building, Start-ups, Change Management, New Business Development, Small Business, Entrepreneurship, Credit, Residential Mortgages, Mortgage Lending, Mortgage Banking, Sales, Management, Leadership, FHA, Loans, Real Estate
Education
University of Arizona 1990 — 1993
Business Administration, Finance
Lincoln Land Community College 1987 — 1990
Associate
THE Tri City High School
THE Tri City High School
Tim O'Leary's Olde Discount Stockbrokers Experience July 1997 - October 1997
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Scottrade, Inc. January 2014 - Present
TD Ameritrade October 2005 - January 2014
TD Ameritrade (TD Waterhouse) July 2003 - October 2005
TD Ameritrade (TD Waterhouse) March 2000 - July 2003
TD Ameritrade Institutional (Waterhouse Securities) March 1998 - March 2000
Olde Discount Stockbrokers July 1997 - October 1997
UMB Bank/Scout Brokerage Services April 1996 - June 1997
Prudential Preferred Financial Services January 1995 - April 1996
Prudential Preferred Financial Services September 1993 - January 1995
Education
San Diego State University-California State University 2002 — 2003
Certificate of Financial Planning, Executive Financial Planner Program
Iowa State University 1988 — 1993
Bachelor of Business Administration, Management (Operations and Logistics)
Shane Peck's Olde Discount Stockbrokers Experience 1994 - 1995
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2003 - Present
Semple & Cooper, LLP 2002 - 2003
PwC 2000 - 2001
Semple & Cooper, LLP 1996 - 2000
Charles Schwab 1995 - 1996
Olde Discount Stockbrokers 1994 - 1995
Skills
SEC filings, Auditing, CPA, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Assurance, Accounting, Financial Accounting, Revenue Recognition, Audits of Employee...
Education
Arizona State University, W. P. Carey School of Business
Bowling Green State University
Bachelor of Science (B.S.), Accounting
BDO USA, LLP November 2003 - Present
Semple & Cooper, LLP 2002 - 2003
PwC 2000 - 2001
Semple & Cooper, LLP 1996 - 2000
Charles Schwab 1995 - 1996
Olde Discount Stockbrokers 1994 - 1995
Skills
SEC filings, Auditing, CPA, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Assurance, Accounting, Financial Accounting, Revenue Recognition, Audits of Employee...
Education
Arizona State University, W. P. Carey School of Business
Bowling Green State University
Bachelor of Science (B.S.), Accounting
Shaleen Newton's Olde Discount Stockbrokers Experience 1996 - 2000
Job Financial Advisor / Associate Vice President / Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2009 - Present
H & R Block Financial Advisors 2000 - 2009
Olde Discount Stockbrokers 1996 - 2000
Education
Bellarmine University 1992 — 1996
B.A., Business Administration
Holy Rosary Academy 1988 — 1992
Ameriprise Financial Services, Inc. 2009 - Present
H & R Block Financial Advisors 2000 - 2009
Olde Discount Stockbrokers 1996 - 2000
Education
Bellarmine University 1992 — 1996
B.A., Business Administration
Holy Rosary Academy 1988 — 1992
Joel Browner Joel Browner's Olde Discount Stockbrokers Experience February 1994 - June 1997
Job Managing Member at Centurion Fund, LLC
Industry Accounting
Experience
ACN October 2012 - Present
Centurion Fund, LLC September 2009 - Present
Independent Contractor June 2009 - Present
Tamarack Trading, Inc October 1998 - October 2011
Agora Financial April 2007 - December 2007
Long & Foster Companies May 2004 - December 2007
West Coast Trading Company, LLC May 2001 - February 2003
Principal Financial Group June 1997 - October 1998
Olde Discount Stockbrokers February 1994 - June 1997
Simmers Capital Management February 1993 - October 1993
Skills
Microsoft Excel, Communication, Software Development, Email Marketing, Web Marketing, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Recruiting, Interviewing Skills, Negotiation, Conflict Resolution, Training, Mentoring, Spreadsheets, Process Optimization, Landing Page..., CRM, Trading, Technical Analysis, automated algorithms, Accounting, Account Reconciliation
Education
Arizona State University 1987 — 1992
Bachelor of Science (B.S.), Psychology
ACN October 2012 - Present
Centurion Fund, LLC September 2009 - Present
Independent Contractor June 2009 - Present
Tamarack Trading, Inc October 1998 - October 2011
Agora Financial April 2007 - December 2007
Long & Foster Companies May 2004 - December 2007
West Coast Trading Company, LLC May 2001 - February 2003
Principal Financial Group June 1997 - October 1998
Olde Discount Stockbrokers February 1994 - June 1997
Simmers Capital Management February 1993 - October 1993
Skills
Microsoft Excel, Communication, Software Development, Email Marketing, Web Marketing, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Recruiting, Interviewing Skills, Negotiation, Conflict Resolution, Training, Mentoring, Spreadsheets, Process Optimization, Landing Page..., CRM, Trading, Technical Analysis, automated algorithms, Accounting, Account Reconciliation
Education
Arizona State University 1987 — 1992
Bachelor of Science (B.S.), Psychology
Donald Lyon Donald Lyon's Olde Discount Stockbrokers Experience June 1990 - September 1997
Job Financial Representative
Industry Financial Services
Experience
Thrivent Financial November 2011 - Present
AT&T June 2009 - April 2010
AT&T September 1997 - May 2009
Olde Discount Stockbrokers June 1990 - September 1997
Skills
Retirement Planning, Investments, Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities
Education
Macomb Community College 1981 — 1983
n/a, Electronic Engineering Technology
Oakland Community College 1978 — 1981
n/a, Electronic Engineering Technology
Thrivent Financial November 2011 - Present
AT&T June 2009 - April 2010
AT&T September 1997 - May 2009
Olde Discount Stockbrokers June 1990 - September 1997
Skills
Retirement Planning, Investments, Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities
Education
Macomb Community College 1981 — 1983
n/a, Electronic Engineering Technology
Oakland Community College 1978 — 1981
n/a, Electronic Engineering Technology
Bruce Howie Bruce Howie's Olde Discount Stockbrokers Experience May 1986 - March 1990
Job Account Executive at Millennium Sales & Marketing
Industry Broadcast Media
Experience
Millennium Sales & Marketing March 2010 - Present
WWJ/WKBD TV 2002 - 2009
WEYI - NBC25 October 2000 - February 2002
WWJ-TV CBS ONO Detroit August 1999 - October 2000
WOI - TV October 1998 - August 1999
WWTV/WWUP - TV January 1995 - October 1998
WWTV/WWUP - TV February 1993 - January 1995
Michael Flora and Associates April 1990 - May 1992
Olde Discount Stockbrokers May 1986 - March 1990
Skills
Advertising Sales, Digital Media, Media Buying, Media Planning, Broadcast, Radio, Advertising, Television, Integrated Marketing, Online Advertising, Account Management, Radio Advertising, Digital Marketing, Social Media Marketing, New Media, Social Media, Media Relations, Sales Presentations, Sales, Sponsorship, Broadcast Television, Mobile Marketing, New Business Development
Education
Central Michigan University 1984 — 1986
Bachelor of Applied Arts, Broadcasting & Cinematic Arts, 3.31
Millennium Sales & Marketing March 2010 - Present
WWJ/WKBD TV 2002 - 2009
WEYI - NBC25 October 2000 - February 2002
WWJ-TV CBS ONO Detroit August 1999 - October 2000
WOI - TV October 1998 - August 1999
WWTV/WWUP - TV January 1995 - October 1998
WWTV/WWUP - TV February 1993 - January 1995
Michael Flora and Associates April 1990 - May 1992
Olde Discount Stockbrokers May 1986 - March 1990
Skills
Advertising Sales, Digital Media, Media Buying, Media Planning, Broadcast, Radio, Advertising, Television, Integrated Marketing, Online Advertising, Account Management, Radio Advertising, Digital Marketing, Social Media Marketing, New Media, Social Media, Media Relations, Sales Presentations, Sales, Sponsorship, Broadcast Television, Mobile Marketing, New Business Development
Education
Central Michigan University 1984 — 1986
Bachelor of Applied Arts, Broadcasting & Cinematic Arts, 3.31
Ryan Erb Ryan Erb's Olde Discount Stockbrokers Experience January 1998 - December 2000
Job President at Erb Financial Services
Industry Financial Services
Experience
Erb Financial Services January 2014 - Present
Merrill Lynch October 2011 - December 2013
JPMorgan Chase November 2003 - September 2011
New England Financial, A MetLife Company September 2002 - November 2003
Paine Webber December 2000 - September 2002
Olde Discount Stockbrokers January 1998 - December 2000
Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin
Bachelor's degree, Economics
Erb Financial Services January 2014 - Present
Merrill Lynch October 2011 - December 2013
JPMorgan Chase November 2003 - September 2011
New England Financial, A MetLife Company September 2002 - November 2003
Paine Webber December 2000 - September 2002
Olde Discount Stockbrokers January 1998 - December 2000
Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin
Bachelor's degree, Economics
Frank Corto Frank Corto's Olde Discount Stockbrokers Experience 1997 - 2001
Job Corto Financial Group,LLC
Industry Financial Services
Experience
Corto Financial Group, LLC April 2011 - Present
Martin/Wight &Co. LLC - Mass Mutual October 2001 - March 2011
Olde Discount Stockbrokers 1997 - 2001
Morgan Stanley Dean Witter 1993 - 1997
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Management, Specific Disability..., Executive Benefits -..., 401k Safe Harbor /..., Financial Planning, Asset Allocation, Financial Planners, Risk Management, Defined Benefit, Mutual Funds, Fixed Annuities, Retirement Plan..., Employee Benefits, Term Life Insurance, Life Insurance, Finance, Defined Benefit Plans
Education
The Johns Hopkins University 1989 — 1993
BS, Economics and Psychology
St. Pauls School for Boys
Corto Financial Group, LLC April 2011 - Present
Martin/Wight &Co. LLC - Mass Mutual October 2001 - March 2011
Olde Discount Stockbrokers 1997 - 2001
Morgan Stanley Dean Witter 1993 - 1997
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Management, Specific Disability..., Executive Benefits -..., 401k Safe Harbor /..., Financial Planning, Asset Allocation, Financial Planners, Risk Management, Defined Benefit, Mutual Funds, Fixed Annuities, Retirement Plan..., Employee Benefits, Term Life Insurance, Life Insurance, Finance, Defined Benefit Plans
Education
The Johns Hopkins University 1989 — 1993
BS, Economics and Psychology
St. Pauls School for Boys
J. Chris Waldeck J. Chris Waldeck's Olde Discount Stockbrokers Experience 1992 - 2000
Job Financial Advisor/Associate Vice President/Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
James Gerrity James Gerrity's Olde Discount Stockbrokers Experience August 1995 - February 1997
Job Business Service Manager at Morgan Stanley
Industry Financial Services
Experience
Walsh College June 2015 - Present
Walsh College April 2012 - Present
Morgan Stanley June 2009 - Present
Smith Barney September 2000 - June 2009
Standard Brokerage Services/ABN Amro Investment Services February 1997 - August 2000
Olde Discount Stockbrokers August 1995 - February 1997
Skills
Business Coaching, Employee Training, Career Development..., Leading Meetings, Suitability Analysis, Onboarding, Quality Management, Compliance, Communication Skills, Managing Processes, Operations Management, Performance Reviews, Approvals, P&L Responsibility, P&L Analysis, Managerial Finance, Strategic Financial..., Series 7, Series 24, series 65, Accounts Payable, Management, Finance, Training, Mutual Funds, Wealth Management, Investments, Financial Analysis, Strategic Planning, Leadership
Education
Northcentral University 2014 — 2018
Doctor of Philosophy (Ph.D.), Business Administration, Human Resource Management
Walsh College of Accountancy and Business Administration 2009 — 2014
Master of Business Administration (MBA), Human Resources Management and Services, and Marketing, 4.0
Walsh College of Accountancy and Business Administration 2005 — 2008
MS Finance, Personal Financial Planning, 3.9
University of Detroit Mercy 1991 — 1995
Bachelor of Arts (BA), Economics, Spanish, Political Science, 3.9
Walsh College June 2015 - Present
Walsh College April 2012 - Present
Morgan Stanley June 2009 - Present
Smith Barney September 2000 - June 2009
Standard Brokerage Services/ABN Amro Investment Services February 1997 - August 2000
Olde Discount Stockbrokers August 1995 - February 1997
Skills
Business Coaching, Employee Training, Career Development..., Leading Meetings, Suitability Analysis, Onboarding, Quality Management, Compliance, Communication Skills, Managing Processes, Operations Management, Performance Reviews, Approvals, P&L Responsibility, P&L Analysis, Managerial Finance, Strategic Financial..., Series 7, Series 24, series 65, Accounts Payable, Management, Finance, Training, Mutual Funds, Wealth Management, Investments, Financial Analysis, Strategic Planning, Leadership
Education
Northcentral University 2014 — 2018
Doctor of Philosophy (Ph.D.), Business Administration, Human Resource Management
Walsh College of Accountancy and Business Administration 2009 — 2014
Master of Business Administration (MBA), Human Resources Management and Services, and Marketing, 4.0
Walsh College of Accountancy and Business Administration 2005 — 2008
MS Finance, Personal Financial Planning, 3.9
University of Detroit Mercy 1991 — 1995
Bachelor of Arts (BA), Economics, Spanish, Political Science, 3.9
Cody Kotnik Cody Kotnik's Olde Discount Stockbrokers Experience May 1996 - December 1996
Job Risk, Strategy & Operations Leader
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial March 2006 - March 2012
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express June 2000 - July 2003
American Express September 1998 - June 2000
American Express January 1997 - September 1998
Olde Discount Stockbrokers May 1996 - December 1996
Skills
Cross-functional Team..., Business Process..., Management, Vendor Management, Process Improvement, SDLC, Product Management, Analytics, Program Management, Financial Services, Project Portfolio..., PMO, Business Process, Analysis, Six Sigma, Strategic Planning, Leadership, Finance, Risk Management, Business Analysis, IT Strategy, Investments, CRM, Competitive Analysis, Relationship Management, Portfolio Management, Marketing, Business Strategy, Strategy, Change Management, Mergers & Acquisitions, Negotiation, Business Development, Banking, Customer Experience
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Management
St. Olaf College 1992 — 1996
BA, Economics
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2011 - 2013
Ameriprise Financial March 2006 - March 2012
Ameriprise Financial Services, Inc. July 2003 - March 2006
American Express June 2000 - July 2003
American Express September 1998 - June 2000
American Express January 1997 - September 1998
Olde Discount Stockbrokers May 1996 - December 1996
Skills
Cross-functional Team..., Business Process..., Management, Vendor Management, Process Improvement, SDLC, Product Management, Analytics, Program Management, Financial Services, Project Portfolio..., PMO, Business Process, Analysis, Six Sigma, Strategic Planning, Leadership, Finance, Risk Management, Business Analysis, IT Strategy, Investments, CRM, Competitive Analysis, Relationship Management, Portfolio Management, Marketing, Business Strategy, Strategy, Change Management, Mergers & Acquisitions, Negotiation, Business Development, Banking, Customer Experience
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Management
St. Olaf College 1992 — 1996
BA, Economics
Aaron Spelker, CFA Aaron Spelker, CFA's Olde Discount Stockbrokers Experience June 1997 - March 1998
Job Owner and Portfolio Advisor at Marathon Retirement & Pension Consulting
Industry Investment Management
Experience
Boston Wealth Mgt. LLC February 2015 - Present
Marathon Retirement & Pension Consulting June 2013 - Present
MetLife November 2010 - May 2013
Metropolitan Life Insurance Company March 1998 - November 2010
Olde Discount Stockbrokers June 1997 - March 1998
Republic National Bank of New York June 1995 - September 1996
Skills
Financial Modeling, Investments, Portfolio Management, Insurance, Strategic Financial..., Financial Services, Finance, Mutual Funds, Asset Allocation, Analysis, Capital Markets, Financial Reporting, Investment Strategies, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
B.S., Finance
The London School of Economics and Political Science (LSE) 1995 — 1996
General
Madison High School 1989 — 1993
Boston Wealth Mgt. LLC February 2015 - Present
Marathon Retirement & Pension Consulting June 2013 - Present
MetLife November 2010 - May 2013
Metropolitan Life Insurance Company March 1998 - November 2010
Olde Discount Stockbrokers June 1997 - March 1998
Republic National Bank of New York June 1995 - September 1996
Skills
Financial Modeling, Investments, Portfolio Management, Insurance, Strategic Financial..., Financial Services, Finance, Mutual Funds, Asset Allocation, Analysis, Capital Markets, Financial Reporting, Investment Strategies, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
B.S., Finance
The London School of Economics and Political Science (LSE) 1995 — 1996
General
Madison High School 1989 — 1993
Jerry Inman's Olde Discount Stockbrokers Experience 1994 - 1996
Job Internal Regional Director NC,SC, WV at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
Ted Barnhart Ted Barnhart's Olde Discount Stockbrokers Experience 1994 - 1995
Job Registered Investment Advisor / Austrian School of Investment Thought Blog
Industry Investment Management
Experience
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Todd O'Neil Todd O'Neil's Olde Discount Stockbrokers Experience May 1995 - January 1999
Job Private Wealth Advisor at Cardinal Pointe Financial Group, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1999 - Present
Olde Discount Stockbrokers May 1995 - January 1999
Education
University of Louisville 1991 — 1995
Economics
St. Gabriel
The American College
Chartered Financial Consultant designation
Trinity High School
Ameriprise Financial January 1999 - Present
Olde Discount Stockbrokers May 1995 - January 1999
Education
University of Louisville 1991 — 1995
Economics
St. Gabriel
The American College
Chartered Financial Consultant designation
Trinity High School
Tim Farris Tim Farris's Olde Discount Stockbrokers Experience November 1993 - February 1998
Job Group Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
Jeff Gantz, CFP®, CLU®'s Olde Discount Stockbrokers Experience January 1993 - February 2001
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
BSH Financial Services, LLC October 2008 - Present
Raymond James Financial Services, Inc. October 2008 - Present
Smith Barney February 2001 - October 2008
Olde Discount Stockbrokers January 1993 - February 2001
Skills
Estate Planning, Fixed Annuities, Portfolio Management, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, 529 Plans, Variable Annuities, 401k Plans, Disability Insurance
Education
Indiana University-Purdue University at Indianapolis 1990 — 1992
B.S. Business, Finance
Indiana University Bloomington 1987 — 1989
Business
BSH Financial Services, LLC October 2008 - Present
Raymond James Financial Services, Inc. October 2008 - Present
Smith Barney February 2001 - October 2008
Olde Discount Stockbrokers January 1993 - February 2001
Skills
Estate Planning, Fixed Annuities, Portfolio Management, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, 529 Plans, Variable Annuities, 401k Plans, Disability Insurance
Education
Indiana University-Purdue University at Indianapolis 1990 — 1992
B.S. Business, Finance
Indiana University Bloomington 1987 — 1989
Business
Ken Kruss Ken Kruss's Olde Discount Stockbrokers Experience 1996 - 2001
Job Wealth Manager
Industry Financial Services
Experience
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Jeffrey Marshall, CMA's Olde Discount Stockbrokers Experience October 1997 - October 1998
Job Director of Finance at Specialty Auto Parts USA, Inc.
Industry Automotive
Experience
Specialty Auto Parts USA, Inc. October 2012 - Present
Repair Industries of Michigan, Inc. February 1999 - October 2012
Wolinski & Co October 1998 - January 1999
Olde Discount Stockbrokers October 1997 - October 1998
Brooks & Company November 1996 - September 1997
Skills
General Ledger, Fixed Assets, Cash Flow, Accounting, Payroll, Accounts Receivable, Financial Statements, Variance Analysis
Education
Kingston University 1993 — 1996
BA (Hons), Accounting & Law
Specialty Auto Parts USA, Inc. October 2012 - Present
Repair Industries of Michigan, Inc. February 1999 - October 2012
Wolinski & Co October 1998 - January 1999
Olde Discount Stockbrokers October 1997 - October 1998
Brooks & Company November 1996 - September 1997
Skills
General Ledger, Fixed Assets, Cash Flow, Accounting, Payroll, Accounts Receivable, Financial Statements, Variance Analysis
Education
Kingston University 1993 — 1996
BA (Hons), Accounting & Law
Ashlie Kim Ashlie Kim's Olde Discount Stockbrokers Experience 1995 - 1998
Job Senior Director, Client Experience Solutions at ReachLocal
Industry Marketing and Advertising
Experience
ReachLocal October 2014 - Present
ReachLocal April 2013 - October 2014
ReachLocal August 2010 - 2013
ReachLocal September 2007 - August 2010
YellowBook USA 2006 - 2007
YellowBook USA 2004 - 2006
Step9 Software 2001 - 2001
The Global TeleExchange (The GTX) 1999 - 2001
Morgan Stanley 1998 - 1999
Olde Discount Stockbrokers 1995 - 1998
Skills
Team Leadership, Public Speaking, Operations Management, Strategic Planning, Service Oriented..., Tactical Operations, Analytic Problem Solving, User Stories, User Scenarios, Business Requirements, Functional Requirements, Staff Management, Visio, Tactical Planning, Sales Management, Process Improvement, Written & Oral..., Process Optimization, Google Adwords, Display Advertising, Online Reputation..., Online Marketing, Management, Lead Generation, Integrated Marketing, Salesforce.com, Digital Marketing, Advertising, Mobile Marketing, Conversion Optimization, Web Analytics, Web Marketing, Online Lead Generation, Digital Media, Internet Strategy, Google Analytics, SEO, Keyword Research, Organic Search, Social Media Marketing, Yahoo Search Marketing, Analytics, Facebook, Mobile Advertising, Email Marketing
Education
SUNY Geneseo 1991 — 1994
BA, Economics
Boston University 1991 — 1991
General Studies
ReachLocal October 2014 - Present
ReachLocal April 2013 - October 2014
ReachLocal August 2010 - 2013
ReachLocal September 2007 - August 2010
YellowBook USA 2006 - 2007
YellowBook USA 2004 - 2006
Step9 Software 2001 - 2001
The Global TeleExchange (The GTX) 1999 - 2001
Morgan Stanley 1998 - 1999
Olde Discount Stockbrokers 1995 - 1998
Skills
Team Leadership, Public Speaking, Operations Management, Strategic Planning, Service Oriented..., Tactical Operations, Analytic Problem Solving, User Stories, User Scenarios, Business Requirements, Functional Requirements, Staff Management, Visio, Tactical Planning, Sales Management, Process Improvement, Written & Oral..., Process Optimization, Google Adwords, Display Advertising, Online Reputation..., Online Marketing, Management, Lead Generation, Integrated Marketing, Salesforce.com, Digital Marketing, Advertising, Mobile Marketing, Conversion Optimization, Web Analytics, Web Marketing, Online Lead Generation, Digital Media, Internet Strategy, Google Analytics, SEO, Keyword Research, Organic Search, Social Media Marketing, Yahoo Search Marketing, Analytics, Facebook, Mobile Advertising, Email Marketing
Education
SUNY Geneseo 1991 — 1994
BA, Economics
Boston University 1991 — 1991
General Studies
Thomas Imhof, CFP ® Thomas Imhof, CFP ®'s Olde Discount Stockbrokers Experience November 1995 - February 1998
Job Financial Advisor at R Squared Financial LLC
Industry Financial Services
Experience
R Squared Financial LLC April 2012 - Present
Moss Adams Wealth Advisors LLC August 2007 - April 2012
Fidelity Investments February 1998 - February 2006
Olde Discount Stockbrokers November 1995 - February 1998
Skills
Financial Services, Finance, High Net Worth..., Tax, Accounting, CPA, GAAP, Financial Planners, Financial Analysis, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management
Education
California State University-Northridge 1988 — 1993
BS, Finance, Real Estate
Agoura High School 1984 — 1988
R Squared Financial LLC April 2012 - Present
Moss Adams Wealth Advisors LLC August 2007 - April 2012
Fidelity Investments February 1998 - February 2006
Olde Discount Stockbrokers November 1995 - February 1998
Skills
Financial Services, Finance, High Net Worth..., Tax, Accounting, CPA, GAAP, Financial Planners, Financial Analysis, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management
Education
California State University-Northridge 1988 — 1993
BS, Finance, Real Estate
Agoura High School 1984 — 1988
Andrew Sefzik Andrew Sefzik's Olde Discount Stockbrokers Experience June 2000 - August 2001
Job Attorney at Strasburger & Price, LLP
Industry Law Practice
Experience
Strasburger & Price, LLP May 2012 - Present
Sprouse Shrader Smith P.C. September 2008 - May 2012
West Publishing August 2006 - July 2008
David Lanehart Attorney at Law August 2007 - May 2008
JPMorgan Chase November 2003 - August 2005
Frost Bank October 2001 - November 2003
OLDE Discount Stockbrokers June 2000 - August 2001
Education
Texas Tech University School of Law 2005 — 2008
JD, Law
The University of Texas at San Antonio 1998 — 1999
BBA, Finance
Strasburger & Price, LLP May 2012 - Present
Sprouse Shrader Smith P.C. September 2008 - May 2012
West Publishing August 2006 - July 2008
David Lanehart Attorney at Law August 2007 - May 2008
JPMorgan Chase November 2003 - August 2005
Frost Bank October 2001 - November 2003
OLDE Discount Stockbrokers June 2000 - August 2001
Education
Texas Tech University School of Law 2005 — 2008
JD, Law
The University of Texas at San Antonio 1998 — 1999
BBA, Finance
Todd Master's Olde Discount Stockbrokers Experience June 1996 - September 1997
Job Circle of Care Manager at YP
Industry Internet
Joseph Romanoski's Olde Discount Stockbrokers Experience November 1994 - December 1999
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2000 - December 2008
Olde Discount Stockbrokers November 1994 - December 1999
Education
Florida State University - College of Business 1986 — 1990
BS, Management
Hamilton High West, Trenton, NJ 1982 — 1986
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2000 - December 2008
Olde Discount Stockbrokers November 1994 - December 1999
Education
Florida State University - College of Business 1986 — 1990
BS, Management
Hamilton High West, Trenton, NJ 1982 — 1986
Bruce Brattin Bruce Brattin's Olde Discount Stockbrokers Experience 1991 - 1995
Job President at Brattin Capital Management, Inc.
Industry Accounting
Experience
Brattin Capital Management, Inc. May 1995 - Present
Whimsy Trucking August 2004 - 2014
Brattin Capital Management, Inc. May 1995 - 2005
OLDE Discount Stockbrokers 1991 - 1995
Wayne Hummer & Co. 1985 - 1991
Midland Doherty, Ltd. 1983 - 1985
Heritage Wisconsin Corporation 1979 - 1983
Skills
Investments, Quickbooks, Banking, Stockbroking, Market Research, Management Consulting, Sales Management, Training & Development, Staff Mentoring, Appraisers, Stock Market, Stocks, Finance, Mutual Funds, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA
Real Estate Education Company
Brattin Capital Management, Inc. May 1995 - Present
Whimsy Trucking August 2004 - 2014
Brattin Capital Management, Inc. May 1995 - 2005
OLDE Discount Stockbrokers 1991 - 1995
Wayne Hummer & Co. 1985 - 1991
Midland Doherty, Ltd. 1983 - 1985
Heritage Wisconsin Corporation 1979 - 1983
Skills
Investments, Quickbooks, Banking, Stockbroking, Market Research, Management Consulting, Sales Management, Training & Development, Staff Mentoring, Appraisers, Stock Market, Stocks, Finance, Mutual Funds, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA
Real Estate Education Company
Matt Rolfes Matt Rolfes's Olde Discount Stockbrokers Experience August 1997 - December 2001
Job President at The LWP Group
Industry Financial Services
Experience
Legacy Wealth Planning May 2005 - Present
The LWP Group May 2005 - Present
Michigan High School Athletic Association November 2013 - Present
Edward Jones Investments December 2001 - May 2006
OLDE Discount Stockbrokers August 1997 - December 2001
Skills
Strategic Financial..., Retirement Planning, Retirement, Series 7, Wealth Management, 401k, Asset Allocation, Investments, Financial Services, Fixed Annuities, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Securities, Wealth, Series 24, Life Insurance, FINRA, Financial Advisory, Asset Management, Alternative Investments, Estate Planning, Wealth Management..., Employee Benefits, Disability Insurance, Insurance, Finance
Education
Central Michigan University 1992 — 1997
BS, Finance
Central Michigan University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Legacy Wealth Planning May 2005 - Present
The LWP Group May 2005 - Present
Michigan High School Athletic Association November 2013 - Present
Edward Jones Investments December 2001 - May 2006
OLDE Discount Stockbrokers August 1997 - December 2001
Skills
Strategic Financial..., Retirement Planning, Retirement, Series 7, Wealth Management, 401k, Asset Allocation, Investments, Financial Services, Fixed Annuities, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Securities, Wealth, Series 24, Life Insurance, FINRA, Financial Advisory, Asset Management, Alternative Investments, Estate Planning, Wealth Management..., Employee Benefits, Disability Insurance, Insurance, Finance
Education
Central Michigan University 1992 — 1997
BS, Finance
Central Michigan University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Barry C. Wheeles Barry C. Wheeles's Olde Discount Stockbrokers Experience May 1995 - April 2001
Job Financial Advisor/ Rule 144 Specialist with the Aubry Wheeles Group Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
H&R Block Financial April 2000 - May 2005
OLDE Discount Stockbrokers May 1995 - April 2001
Education
Baker University 2008 — 2010
MBA, Business Administration
American College- Bryn Mawr PA 2002 — 2004
CFP Curiculum, CFP Curiculum
University of Missouri-Columbia, College of Business 1990 — 1995
BSBA, Finance and Banking
Morgan Stanley Smith Barney May 2005 - Present
H&R Block Financial April 2000 - May 2005
OLDE Discount Stockbrokers May 1995 - April 2001
Education
Baker University 2008 — 2010
MBA, Business Administration
American College- Bryn Mawr PA 2002 — 2004
CFP Curiculum, CFP Curiculum
University of Missouri-Columbia, College of Business 1990 — 1995
BSBA, Finance and Banking
Steve Stalcup Steve Stalcup's Olde Discount Stockbrokers Experience 1993 - 1999
Job Financial Advisor | Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1993 - 1999
Education
B.A. Business Administration, Taylor University, Upland, IN, 1989-1993 1989 — 1993
B.A. Business Administration
Diploma, Plano High School, 1985-1989
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1993 - 1999
Education
B.A. Business Administration, Taylor University, Upland, IN, 1989-1993 1989 — 1993
B.A. Business Administration
Diploma, Plano High School, 1985-1989
Craig Hoffman, CFP® Craig Hoffman, CFP®'s Olde Discount Stockbrokers Experience 1987 - 1999
Job Financial Advisor & Certified Financial Planner tm Professional
Industry Financial Services
Experience
YMCA 2012 - Present
Ameriprise Financial Services, Inc. May 1987 - Present
Rice University June 2006 - June 2011
University of St. Thomas-Houston 2004 - 2009
Olde Discount Stockbrokers 1987 - 1999
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner™, Chartered Retirement Planning Counselor™
The University of Texas at Austin 1981 — 1985
Bachelor of Arts (B.A.), Economics
YMCA 2012 - Present
Ameriprise Financial Services, Inc. May 1987 - Present
Rice University June 2006 - June 2011
University of St. Thomas-Houston 2004 - 2009
Olde Discount Stockbrokers 1987 - 1999
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner™, Chartered Retirement Planning Counselor™
The University of Texas at Austin 1981 — 1985
Bachelor of Arts (B.A.), Economics
Alan Stalter Alan Stalter's Olde Discount Stockbrokers Experience December 1992 - January 1998
Job REO Specialist at Elite REO Services
Industry Real Estate
Experience
Elite REO Services November 2009 - Present
Goedert Real Estate November 2008 - November 2009
Laker Group September 2002 - September 2008
Maximum Financial January 1998 - September 2002
Olde Discount Stockbrokers December 1992 - January 1998
Olde Discount 1992 - 1998
Skills
Real Estate, REO, Short Sales, Finance, Real Estate Development, Selling, Sales, Listings, Relocation, Residential Homes, Mortgage Lending, Investors, Single Family Homes, Foreclosures, Sellers, Buyers, Income Properties, HUD, Loans, Buyer Representation
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Finance
Elite REO Services November 2009 - Present
Goedert Real Estate November 2008 - November 2009
Laker Group September 2002 - September 2008
Maximum Financial January 1998 - September 2002
Olde Discount Stockbrokers December 1992 - January 1998
Olde Discount 1992 - 1998
Skills
Real Estate, REO, Short Sales, Finance, Real Estate Development, Selling, Sales, Listings, Relocation, Residential Homes, Mortgage Lending, Investors, Single Family Homes, Foreclosures, Sellers, Buyers, Income Properties, HUD, Loans, Buyer Representation
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Finance
Steve Sturner, APMA® Steve Sturner, APMA®'s Olde Discount Stockbrokers Experience May 1993 - November 1999
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Chuck Jones CSCS, CPT Chuck Jones CSCS, CPT's Olde Discount Stockbrokers Experience June 1995 - September 1999
Job Regional Sales Manager
Industry Health, Wellness and Fitness
Experience
NBTY (MET-Rx, Worldwide, Pure Protein) May 2010 - Present
FreeMotion Fitness 2007 - February 2008
NBTY (MET-Rx, Worldwide Sports Nutrition, Body Fortress) 2002 - 2007
Powerhouse Gym September 1999 - April 2002
Olde Discount Stockbrokers June 1995 - September 1999
Skills
Health, Fitness, Sales Management, Wellness, Customer Relations, Promotions, Nutrition, Personal Training, Strength Training, Customer Service, Sports, Fitness Training, Coaching, Project Management, New Business Development, Territory..., Sports Nutrition, Supplements, Wellness Coaching, Exercise Physiology, Nutritional Counseling, Weight Training, Sales, Athletics, Time Management, Trade Shows
Education
Michigan State University 1991 — 1995
BA, Criminal Justice and Psychology
NBTY (MET-Rx, Worldwide, Pure Protein) May 2010 - Present
FreeMotion Fitness 2007 - February 2008
NBTY (MET-Rx, Worldwide Sports Nutrition, Body Fortress) 2002 - 2007
Powerhouse Gym September 1999 - April 2002
Olde Discount Stockbrokers June 1995 - September 1999
Skills
Health, Fitness, Sales Management, Wellness, Customer Relations, Promotions, Nutrition, Personal Training, Strength Training, Customer Service, Sports, Fitness Training, Coaching, Project Management, New Business Development, Territory..., Sports Nutrition, Supplements, Wellness Coaching, Exercise Physiology, Nutritional Counseling, Weight Training, Sales, Athletics, Time Management, Trade Shows
Education
Michigan State University 1991 — 1995
BA, Criminal Justice and Psychology
Randy Risdon Randy Risdon's Olde Discount Stockbrokers Experience 1993 - 2001
Job " Randy Risdon" Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Christopher Gotcher Christopher Gotcher's Olde Discount Stockbrokers Experience 1994 - 2000
Job Senior Mortgage Banker at Leader One Financial
Industry Financial Services
Experience
Leader One Financial February 2009 - Present
Keller Willaims Realty April 2008 - December 2008
Prodigy Mortgage October 2006 - December 2008
Fiancial Construction Coordinators January 2003 - October 2006
Olde Discount Stockbrokers 1994 - 2000
Education
Arizona State University 1990 — 1994
BS, Psychology
Leader One Financial February 2009 - Present
Keller Willaims Realty April 2008 - December 2008
Prodigy Mortgage October 2006 - December 2008
Fiancial Construction Coordinators January 2003 - October 2006
Olde Discount Stockbrokers 1994 - 2000
Education
Arizona State University 1990 — 1994
BS, Psychology
Shanna Nugent Shanna Nugent's Olde Discount Stockbrokers Experience May 1997 - December 1998
Job Attorney
Industry Law Practice
Experience
Business Law Section of Texas State Bar June 2015 - Present
Law Office of Shanna Nugent, P.C. July 2009 - Present
David, Goodman & Madole, a Professional Corporation March 2008 - July 2009
Akin Gump Strauss Hauer & Feld LLP May 2002 - March 2008
Haynes and Boone, LLP 2002 - 2002
Charles Schwab 1998 - 1999
Olde Discount Stockbrokers May 1997 - December 1998
Congressman William "Mac" Thornberry January 1995 - August 1995
Skills
Secured Lending, Mezzanine, Mergers, Commercial Lending, Leveraged Finance, Private Equity, Debt, LBO, Buyouts, Asset Based Lending, Project Finance, Recapitalizations, Syndications, Middle Market, Debt Restructuring, Structured Finance, Commercial Litigation, Mergers & Acquisitions, Private Placements, Acquisitions, Licensing, Corporate Law, Securities, Divestitures, Joint Ventures, Securities Regulation, Finance, Bankruptcy, Securities Offerings, Investments, Intellectual Property, Arbitration, Corporate Governance, Restructuring, Business Transactions, Due Diligence, Trade Secrets, Secured Financing, Legal Research, Legal Writing, Real Estate, Leadership, Contract Negotiation, Management, Portfolio Management, Strategic Planning, Legal Advice, Venture Capital
Education
Southern Methodist University Dedman School of Law 2000 — 2003
Jurisdoctorate, Legal
Texas A&M University 1992 — 1997
Bachelors of Science, Economics
Tascosa High School 1989 — 1992
Business Law Section of Texas State Bar June 2015 - Present
Law Office of Shanna Nugent, P.C. July 2009 - Present
David, Goodman & Madole, a Professional Corporation March 2008 - July 2009
Akin Gump Strauss Hauer & Feld LLP May 2002 - March 2008
Haynes and Boone, LLP 2002 - 2002
Charles Schwab 1998 - 1999
Olde Discount Stockbrokers May 1997 - December 1998
Congressman William "Mac" Thornberry January 1995 - August 1995
Skills
Secured Lending, Mezzanine, Mergers, Commercial Lending, Leveraged Finance, Private Equity, Debt, LBO, Buyouts, Asset Based Lending, Project Finance, Recapitalizations, Syndications, Middle Market, Debt Restructuring, Structured Finance, Commercial Litigation, Mergers & Acquisitions, Private Placements, Acquisitions, Licensing, Corporate Law, Securities, Divestitures, Joint Ventures, Securities Regulation, Finance, Bankruptcy, Securities Offerings, Investments, Intellectual Property, Arbitration, Corporate Governance, Restructuring, Business Transactions, Due Diligence, Trade Secrets, Secured Financing, Legal Research, Legal Writing, Real Estate, Leadership, Contract Negotiation, Management, Portfolio Management, Strategic Planning, Legal Advice, Venture Capital
Education
Southern Methodist University Dedman School of Law 2000 — 2003
Jurisdoctorate, Legal
Texas A&M University 1992 — 1997
Bachelors of Science, Economics
Tascosa High School 1989 — 1992
Eric Neubecker CFP(R) Eric Neubecker CFP(R)'s Olde Discount Stockbrokers Experience 1994 - 1999
Job Financial Advisor | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
H & R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1994 - 1999
Education
University of Michigan-Dearborn 1989 — 1994
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. 2008 - Present
H & R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1994 - 1999
Education
University of Michigan-Dearborn 1989 — 1994
Bachelor's Degree, Economics
Rick Rizzo Rick Rizzo's Olde Discount Stockbrokers Experience October 1992 - June 1999
Job Portfolio manager at 3rd Street Capital management
Industry Financial Services
Experience
3rd Street Capital management May 2013 - August 2015
Commonwealth Advisors, Inc. 2009 - 2013
Stone & Youngberg 2006 - 2008
JPMorgan Chase 2004 - 2006
Band One Capital Markets 1999 - 2004
Olde Discount Stockbrokers October 1992 - June 1999
Skills
Alternative Investments, Fixed Income Analysis, Bloomberg, Intex, Portfolio Management, Investment Valuation, Financial Analysis, Structured Products, ABS, MBS, Subprime, Derivatives, Bonds, Fixed Income, Securities, Series 7, Equities, Trading, Capital Markets, Investments
Education
DePaul University
3rd Street Capital management May 2013 - August 2015
Commonwealth Advisors, Inc. 2009 - 2013
Stone & Youngberg 2006 - 2008
JPMorgan Chase 2004 - 2006
Band One Capital Markets 1999 - 2004
Olde Discount Stockbrokers October 1992 - June 1999
Skills
Alternative Investments, Fixed Income Analysis, Bloomberg, Intex, Portfolio Management, Investment Valuation, Financial Analysis, Structured Products, ABS, MBS, Subprime, Derivatives, Bonds, Fixed Income, Securities, Series 7, Equities, Trading, Capital Markets, Investments
Education
DePaul University
Bryan Burt's Olde Discount Stockbrokers Experience September 1998 - March 2000
Job Mathematics Teacher
Industry Education Management
Experience
Alice Deal Middle School August 2014 - Present
Huntington Learning Center June 2013 - Present
Lighthouse Academies July 2013 - July 2014
KIPP DC December 2011 - June 2013
Institutional Shareholder Services October 2007 - May 2011
Institutional Shareholder Services March 2000 - November 2007
Olde Discount Stockbrokers September 1998 - March 2000
Black & Decker June 1997 - August 1998
Skills
Corporate Governance, Mergers & Acquisitions, Training, Equities, Management, Economics, Portfolio Management, Executive Compensation..., Financial Analysis, Securities, Policy, Business Development, Strategic Financial..., Risk Management, Investor Relations, Mathematics, Youth Development, Management Consulting, Equity Compensation, Education, Academic Tutoring, Special Education, Mentoring, Analysis
Education
Regent University 2004 — 2007
M.B.A., Finance
Hampton University 1993 — 1998
B.S., Economics
Alice Deal Middle School August 2014 - Present
Huntington Learning Center June 2013 - Present
Lighthouse Academies July 2013 - July 2014
KIPP DC December 2011 - June 2013
Institutional Shareholder Services October 2007 - May 2011
Institutional Shareholder Services March 2000 - November 2007
Olde Discount Stockbrokers September 1998 - March 2000
Black & Decker June 1997 - August 1998
Skills
Corporate Governance, Mergers & Acquisitions, Training, Equities, Management, Economics, Portfolio Management, Executive Compensation..., Financial Analysis, Securities, Policy, Business Development, Strategic Financial..., Risk Management, Investor Relations, Mathematics, Youth Development, Management Consulting, Equity Compensation, Education, Academic Tutoring, Special Education, Mentoring, Analysis
Education
Regent University 2004 — 2007
M.B.A., Finance
Hampton University 1993 — 1998
B.S., Economics
Michael H. MacLean's Olde Discount Stockbrokers Experience January 1997 - November 1997
Job MBA | MFP® Master Financial Planner™
Industry Financial Services
Experience
MACLEAN & Co. Financial Planning 2014 - Present
Edward Jones Investments March 2006 - November 2008
Fifth Third Bank July 2004 - January 2006
Clarkston Motors, Inc March 1998 - June 2004
Olde Discount Stockbrokers January 1997 - November 1997
Education
Kettering University 2012 — 2014
Master of Business Administration (M.B.A.), Global Leadership
Siena Heights University
Bachelor's Degree, Occupational Studies, Business Administration and Management.
St Clair County Community College
Associate's Degree, Mechatronics, Robotics, and Automation Engineering
MACLEAN & Co. Financial Planning 2014 - Present
Edward Jones Investments March 2006 - November 2008
Fifth Third Bank July 2004 - January 2006
Clarkston Motors, Inc March 1998 - June 2004
Olde Discount Stockbrokers January 1997 - November 1997
Education
Kettering University 2012 — 2014
Master of Business Administration (M.B.A.), Global Leadership
Siena Heights University
Bachelor's Degree, Occupational Studies, Business Administration and Management.
St Clair County Community College
Associate's Degree, Mechatronics, Robotics, and Automation Engineering
Chris Eikenberry Chris Eikenberry's Olde Discount Stockbrokers Experience 1991 - 1997
Job Director of Finance at PriceMDs.com
Industry Financial Services
Experience
T3 Trading Group, LLC November 2014 - May 2015
World-Xecution Strategies March 2013 - January 2015
WTS Proprietary Trading Group LLC October 2011 - November 2014
ForexJC, LLC June 2010 - January 2013
Oceanview Capital LLC February 2009 - October 2011
Assent 2000 - 2005
Protrader 1997 - 2000
Olde Discount Stockbrokers 1991 - 1997
Skills
Proprietary Trading, Trading Systems, Trading Strategies, Electronic Trading, Trading, Traders, Commodities, Equity Trading, Technical Analysis, FINRA, Commodity, Equities, FX trading, Derivatives, Alternative Investments, Mutual Funds, Hedge Funds, Financial Markets, Equity Derivatives, Capital Markets, Options, FX Options, Prime Brokerage, Currency
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, money management
DePauw University 1987 — 1991
Liberal Arts, Economics
Elkhart Memorial 1984 — 1991
T3 Trading Group, LLC November 2014 - May 2015
World-Xecution Strategies March 2013 - January 2015
WTS Proprietary Trading Group LLC October 2011 - November 2014
ForexJC, LLC June 2010 - January 2013
Oceanview Capital LLC February 2009 - October 2011
Assent 2000 - 2005
Protrader 1997 - 2000
Olde Discount Stockbrokers 1991 - 1997
Skills
Proprietary Trading, Trading Systems, Trading Strategies, Electronic Trading, Trading, Traders, Commodities, Equity Trading, Technical Analysis, FINRA, Commodity, Equities, FX trading, Derivatives, Alternative Investments, Mutual Funds, Hedge Funds, Financial Markets, Equity Derivatives, Capital Markets, Options, FX Options, Prime Brokerage, Currency
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, money management
DePauw University 1987 — 1991
Liberal Arts, Economics
Elkhart Memorial 1984 — 1991
Craig Rabidoux Craig Rabidoux's Olde Discount Stockbrokers Experience January 1992 - July 1996
Job Real Estate Investor / Offensive Coordinator Grand Blanc Varsity Football
Industry Investment Management
Experience
Grand Blanc Varsity Football March 2015 - Present
Argentine Police Department January 2012 - Present
Self Employed January 2012 - Present
Grand Blanc Youth Football January 2006 - Present
Grand Blanc Varsity Football January 2011 - February 2015
Even Slab January 2005 - January 2012
Grand Blanc Football January 2009 - January 2010
Entec Polymers January 2000 - January 2005
Merrill Lynch January 1995 - January 2000
Olde Discount Stockbrokers January 1992 - July 1996
Skills
Sales Management, Contract Negotiation, Budgets, Purchasing, Team Building, Negotiation, New Business Development, Sales, Strategic Planning, Product Development, Customer Service, Pricing, Sales Operations, Account Management
Education
Northern Michigan University
Grand Blanc Varsity Football March 2015 - Present
Argentine Police Department January 2012 - Present
Self Employed January 2012 - Present
Grand Blanc Youth Football January 2006 - Present
Grand Blanc Varsity Football January 2011 - February 2015
Even Slab January 2005 - January 2012
Grand Blanc Football January 2009 - January 2010
Entec Polymers January 2000 - January 2005
Merrill Lynch January 1995 - January 2000
Olde Discount Stockbrokers January 1992 - July 1996
Skills
Sales Management, Contract Negotiation, Budgets, Purchasing, Team Building, Negotiation, New Business Development, Sales, Strategic Planning, Product Development, Customer Service, Pricing, Sales Operations, Account Management
Education
Northern Michigan University
Darryl Potts Darryl Potts's Olde Discount Stockbrokers Experience June 1997 - June 1998
Job
Industry Financial Services
Experience
Allstate March 1999 - December 2013
Van Kampen Mutual Funds June 1998 - March 1999
OLDE DISCOUNT STOCKBROKERS June 1997 - June 1998
Skills
Series 63, Retirement Planning
Education
Eastern Illinois University 1992 — 1997
Econonics, Econonics
Allstate March 1999 - December 2013
Van Kampen Mutual Funds June 1998 - March 1999
OLDE DISCOUNT STOCKBROKERS June 1997 - June 1998
Skills
Series 63, Retirement Planning
Education
Eastern Illinois University 1992 — 1997
Econonics, Econonics
Vern Werre Vern Werre's Olde Discount Stockbrokers Experience June 1996 - December 1999
Job Vice President Investments, JP Turner & Co
Industry Financial Services
Experience
JP Turner & Co July 2003 - Present
Allied Financial 2003 - July 2010
Liberty Tax Service 2003 - 2010
H&R Block Financial Advisors November 1999 - June 2003
Olde Discount Stockbrokers June 1996 - December 1999
Skills
Retirement, Mergers, Fixed Income, Investment Management, Personal Finance, Asset Protection, Private Placements, Estate Law, Municipal Bonds, Mezzanine, Cd, Investments, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Series 7, Finance, Securities, Series 63, Investment Strategies, Retirement Planning, Alternative Investments, Financial Planning, Mutual Funds, FINRA, Wealth Management
Education
University of Wyoming 1994 — 1996
Bachelor of Science (BS), Finance
Central Wyoming College 1992 — 1994
Associate of Science (A.S.), Computer Science
Northwest College 1990 — 1992
Associate of Science (AS), Architectural Engineering, Computer Science
JP Turner & Co July 2003 - Present
Allied Financial 2003 - July 2010
Liberty Tax Service 2003 - 2010
H&R Block Financial Advisors November 1999 - June 2003
Olde Discount Stockbrokers June 1996 - December 1999
Skills
Retirement, Mergers, Fixed Income, Investment Management, Personal Finance, Asset Protection, Private Placements, Estate Law, Municipal Bonds, Mezzanine, Cd, Investments, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Series 7, Finance, Securities, Series 63, Investment Strategies, Retirement Planning, Alternative Investments, Financial Planning, Mutual Funds, FINRA, Wealth Management
Education
University of Wyoming 1994 — 1996
Bachelor of Science (BS), Finance
Central Wyoming College 1992 — 1994
Associate of Science (A.S.), Computer Science
Northwest College 1990 — 1992
Associate of Science (AS), Architectural Engineering, Computer Science
Robert Krott Robert Krott's Olde Discount Stockbrokers Experience March 1994 - December 1999
Job CEO at Zorro Financial Inc.
Industry Financial Services
Experience
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Lyle Schonberger Lyle Schonberger's Olde Discount Stockbrokers Experience January 1999 - December 1999
Job Vice President Investment Research Group, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisor Services, Inc. November 2008 - October 2009
H&R Block Financial Advisors, Inc. October 2000 - October 2008
Olde Asset Management October 2000 - October 2001
H&R Block Financial Advisors, Inc. January 2000 - October 2000
Olde Discount Stockbrokers January 1999 - December 1999
Olde Discount Stockbrokers January 1994 - December 1998
Skills
Investment/Product Due..., FINRA Rule 2711..., Model Portfolio..., Strategic Planning and..., Team Leadership and..., Employee Development, Equities, Leadership, Due Diligence, Valuation, Investment Management, Portfolio Management, Alternative Investments, FINRA, Mutual Funds, Management, Strategy, Investments, Asset Allocation, Investment Advisory, Training, Recruiting, Fixed Income, Securities, Equity Research, Asset Management, ETFs, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Series 24, Insurance, Series 7, Strategic Financial..., Bonds, Series 63
Education
Drexel University - LeBow College of Business 1991 — 1993
MBA, Dual Degree in Finance & International Business
Austin College 1987 — 1991
B.A., Business
Coronado High School 1984 — 1987
Diploma
Dorothy Kryskowski Dorothy Kryskowski's Olde Discount Stockbrokers Experience March 1984 - March 1985
Job Faculty Assistant at University of Michigan Law School
Industry Higher Education
Experience
Washtenaw Community College April 2006 - Present
University of Michigan November 2007 - Present
University of Michigan February 2014 - December 2014
Ypsilanti Public Schools 2012 - 2013
Ann Arbor Sensor Systems September 1998 - September 2008
Ann Arbor Public Schools September 1999 - October 2007
Adrian Public Schools October 2006 - June 2007
Casey's Tavern October 1994 - October 1998
Full Moon Cafe January 1988 - August 1992
Olde Discount Stockbrokers March 1984 - March 1985
Skills
Core Strength, Fianancial, Peachtree, QuickBooks, Forecasting, Budgeting, Advanced Excel, Advanced Access, Web Design, Text Editing, Public Speaking, Securities Trading, Operations Management, Employment Law, Business Instructor, Course Design, Blackboard, C-Tools, Research Design, Literacy Tutor, Budgets, Microsoft Excel, Instructional Design, Securities, Curriculum Design, Research, Nonprofits, Distance Learning, Community Outreach, Event Planning, Curriculum Development, Classroom, Staff Development, Higher Education, Fundraising, Data Entry, Teaching, Program Development, Editing, Access, PowerPoint, Adult Education, Student Affairs, E-Learning, Tutoring, Instructional Technology, Educational Technology, University Teaching, Grant Writing, Lesson Planning
Education
Eastern Michigan University 2004 — 2010
Master of Arts, Business & Technology Education
Eastern Michigan University 2000 — 2004
Michigan Secondary Teaching Certificate, Education
Wayne State University 1981 — 1984
B.S., Business Administration
Washtenaw Community College April 2006 - Present
University of Michigan November 2007 - Present
University of Michigan February 2014 - December 2014
Ypsilanti Public Schools 2012 - 2013
Ann Arbor Sensor Systems September 1998 - September 2008
Ann Arbor Public Schools September 1999 - October 2007
Adrian Public Schools October 2006 - June 2007
Casey's Tavern October 1994 - October 1998
Full Moon Cafe January 1988 - August 1992
Olde Discount Stockbrokers March 1984 - March 1985
Skills
Core Strength, Fianancial, Peachtree, QuickBooks, Forecasting, Budgeting, Advanced Excel, Advanced Access, Web Design, Text Editing, Public Speaking, Securities Trading, Operations Management, Employment Law, Business Instructor, Course Design, Blackboard, C-Tools, Research Design, Literacy Tutor, Budgets, Microsoft Excel, Instructional Design, Securities, Curriculum Design, Research, Nonprofits, Distance Learning, Community Outreach, Event Planning, Curriculum Development, Classroom, Staff Development, Higher Education, Fundraising, Data Entry, Teaching, Program Development, Editing, Access, PowerPoint, Adult Education, Student Affairs, E-Learning, Tutoring, Instructional Technology, Educational Technology, University Teaching, Grant Writing, Lesson Planning
Education
Eastern Michigan University 2004 — 2010
Master of Arts, Business & Technology Education
Eastern Michigan University 2000 — 2004
Michigan Secondary Teaching Certificate, Education
Wayne State University 1981 — 1984
B.S., Business Administration
Charlie Pinigis Charlie Pinigis's Olde Discount Stockbrokers Experience February 1993 - December 1999
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Jeffrey Genovese's Olde Discount Stockbrokers Experience June 1994 - May 1996
Job Executive Director National Accounts with Voyage Solutions 4077924137
Industry Staffing and Recruiting
Experience
Voyage Solutions 2015 - Present
R & J Global recycling April 2006 - Present
Ann Grogan and Associates January 2006 - February 2015
Christopher Asset Management January 2004 - February 2015
Olde Discount Stockbrokers June 1994 - May 1996
U.S. Army - 82nd Airborne Division March 1988 - May 1992
Skills
Talent Acquisition, Technical Recruiting, Cold Calling, Recruiting, Bonds, Building Relationships, Marketing, Sales, Sales Process, Account Management, Applicant Tracking..., CRM, Sourcing, Direct Sales, Salesforce.com, Sales Presentations, Sales Operations, Relationship Building, Leadership, Sales Management, New Business Development
Education
Florida State University 1992 — 1994
Bachelor's degree, Banking, Corporate, Finance.
Voyage Solutions 2015 - Present
R & J Global recycling April 2006 - Present
Ann Grogan and Associates January 2006 - February 2015
Christopher Asset Management January 2004 - February 2015
Olde Discount Stockbrokers June 1994 - May 1996
U.S. Army - 82nd Airborne Division March 1988 - May 1992
Skills
Talent Acquisition, Technical Recruiting, Cold Calling, Recruiting, Bonds, Building Relationships, Marketing, Sales, Sales Process, Account Management, Applicant Tracking..., CRM, Sourcing, Direct Sales, Salesforce.com, Sales Presentations, Sales Operations, Relationship Building, Leadership, Sales Management, New Business Development
Education
Florida State University 1992 — 1994
Bachelor's degree, Banking, Corporate, Finance.
Ben Blemker Ben Blemker's Olde Discount Stockbrokers Experience January 1996 - January 2002
Job Partner/COO at Formidable Asset Management
Industry Financial Services
Experience
BBK Capital Partners July 2013 - March 2015
Raymond James May 2006 - July 2013
Legg Mason Wood Walker January 2002 - May 2006
Olde Discount Stockbrokers January 1996 - January 2002
Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis
Education
Miami University
Bachelor of Science, Finance
Indian Hill High School
BBK Capital Partners July 2013 - March 2015
Raymond James May 2006 - July 2013
Legg Mason Wood Walker January 2002 - May 2006
Olde Discount Stockbrokers January 1996 - January 2002
Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis
Education
Miami University
Bachelor of Science, Finance
Indian Hill High School
Paul Konikowski Paul Konikowski's Olde Discount Stockbrokers Experience 1996 - 1997
Job Vice President at NuDevco Partners
Industry Oil & Energy
Experience
Nu-Devco Partners April 2015 - Present
Glacial Energy November 2011 - August 2012
Spark Energy March 2010 - July 2011
MXenergy August 2006 - May 2010
Shell Energy Services 2003 - 2006
Shell Oil Company February 1999 - May 2003
EDP Inc March 1998 - January 1999
Staffware July 1997 - January 1998
Olde Discount Stockbrokers 1996 - 1997
C&P Publishing 1995 - 1996
Skills
IT Strategy, Business Process..., Energy, Strategy, Sarbanes-Oxley Act, Natural Gas, Risk Management, Mergers & Acquisitions, Business Analysis, Mergers, Process Improvement, Project Management, CRM, Forecasting, Data Warehousing, Commodity Markets, Accounting, Management, Cross-functional Team..., Business Intelligence, Outsourcing, Finance, Project Delivery, Enterprise Software
Education
Stephen F. Austin State University 1989 — 1994
BBA, Computer Information Systems and Marketing
Nu-Devco Partners April 2015 - Present
Glacial Energy November 2011 - August 2012
Spark Energy March 2010 - July 2011
MXenergy August 2006 - May 2010
Shell Energy Services 2003 - 2006
Shell Oil Company February 1999 - May 2003
EDP Inc March 1998 - January 1999
Staffware July 1997 - January 1998
Olde Discount Stockbrokers 1996 - 1997
C&P Publishing 1995 - 1996
Skills
IT Strategy, Business Process..., Energy, Strategy, Sarbanes-Oxley Act, Natural Gas, Risk Management, Mergers & Acquisitions, Business Analysis, Mergers, Process Improvement, Project Management, CRM, Forecasting, Data Warehousing, Commodity Markets, Accounting, Management, Cross-functional Team..., Business Intelligence, Outsourcing, Finance, Project Delivery, Enterprise Software
Education
Stephen F. Austin State University 1989 — 1994
BBA, Computer Information Systems and Marketing
Jennifer Chaffee Jennifer Chaffee's Olde Discount Stockbrokers Experience January 1999 - May 1999
Job Sr. Procurement Professional
Industry Logistics and Supply Chain
Experience
CommScope May 2011 - Present
Pattison Sign Group March 2009 - May 2011
ImagePoint April 2008 - January 2009
Alstom Power April 2007 - April 2008
Alstom Transport July 2003 - March 2007
Corning Incorporated May 1999 - June 2003
Olde Discount Stockbrokers January 1999 - May 1999
Palmetto Christian School August 1998 - January 1999
Skills
Purchasing, Contract Negotiation, Materials Management, Supply Chain Management, Supply Chain, Strategic Sourcing, Procurement, Process Improvement, Negotiation, Inventory Management, Contract Management, Forecasting, Logistics, Operations Management, Lean Manufacturing, Manufacturing, Continuous Improvement, Team Building, Supply Management, Product Development, Sales, MRP
Education
Lycoming College 1993 — 1997
Bachelor's, Business Administration- General and Financial Management
CommScope May 2011 - Present
Pattison Sign Group March 2009 - May 2011
ImagePoint April 2008 - January 2009
Alstom Power April 2007 - April 2008
Alstom Transport July 2003 - March 2007
Corning Incorporated May 1999 - June 2003
Olde Discount Stockbrokers January 1999 - May 1999
Palmetto Christian School August 1998 - January 1999
Skills
Purchasing, Contract Negotiation, Materials Management, Supply Chain Management, Supply Chain, Strategic Sourcing, Procurement, Process Improvement, Negotiation, Inventory Management, Contract Management, Forecasting, Logistics, Operations Management, Lean Manufacturing, Manufacturing, Continuous Improvement, Team Building, Supply Management, Product Development, Sales, MRP
Education
Lycoming College 1993 — 1997
Bachelor's, Business Administration- General and Financial Management
Christian Gheen Christian Gheen's Olde Discount Stockbrokers Experience 1992 - 1994
Job Adjunct Professor MBA Program at Cleary University and Financial Services Consultant
Industry Financial Services
Experience
Cleary University AnalystH&R Block Financial Advisors2002 - 2005
H&R Block Financial Advisors/OLDE Financial 1994 - 1997
Olde Discount Stockbrokers 1992 - 1994
Skills
Strategic Planning, Public Speaking, Research, Teaching, Financial Analysis, Microsoft Office, Data Analysis, Analysis, Higher Education, Nonprofits, Customer Service, Curriculum Development, Microsoft Excel, University Teaching, Coaching, Fundraising, PowerPoint, Team Leadership, Training, Staff Development, Team Building, Leadership, Event Planning, Editing, Student Affairs, Program Development, Budgets, Entrepreneurship, Program Management, Leadership Development, Instructional Design, Curriculum Design, Adult Education
Education
University of Michigan-Dearborn 1989 — 1992
BA, Econ/Soc
Cleary University
Dearborn High
Cleary University AnalystH&R Block Financial Advisors2002 - 2005
H&R Block Financial Advisors/OLDE Financial 1994 - 1997
Olde Discount Stockbrokers 1992 - 1994
Skills
Strategic Planning, Public Speaking, Research, Teaching, Financial Analysis, Microsoft Office, Data Analysis, Analysis, Higher Education, Nonprofits, Customer Service, Curriculum Development, Microsoft Excel, University Teaching, Coaching, Fundraising, PowerPoint, Team Leadership, Training, Staff Development, Team Building, Leadership, Event Planning, Editing, Student Affairs, Program Development, Budgets, Entrepreneurship, Program Management, Leadership Development, Instructional Design, Curriculum Design, Adult Education
Education
University of Michigan-Dearborn 1989 — 1992
BA, Econ/Soc
Cleary University
Dearborn High
Matt Chappell's Olde Discount Stockbrokers Experience May 1995 - July 1996
Job Area Director Retail Stores at Sprint Nextel Corporation
Industry Wireless
Experience
Sprint Nextel Corporation August 2005 - Present
Sprint Nextel 1996 - 2009
Nextel Communications February 2005 - August 2005
Nextel Communications July 2003 - January 2005
Nextel Communications May 2002 - June 2003
Nextel August 1999 - April 2002
Nextel Communications August 1996 - July 1999
Olde Discount Stockbrokers May 1995 - July 1996
Skills
Channel, Sales Management, Distribution Strategies, Sales, Wireless, Solution Selling, Telecommunications, 4G, Quotas, Wireless Broadband, Direct Sales, CDMA, Cellular Communications, Mobile Devices, Customer Retention
Education
Central Michigan University 1991 — 1995
BS, Accounting
Central Michigan University 1991 — 1995
Accounting, Accounting
Sprint Nextel Corporation August 2005 - Present
Sprint Nextel 1996 - 2009
Nextel Communications February 2005 - August 2005
Nextel Communications July 2003 - January 2005
Nextel Communications May 2002 - June 2003
Nextel August 1999 - April 2002
Nextel Communications August 1996 - July 1999
Olde Discount Stockbrokers May 1995 - July 1996
Skills
Channel, Sales Management, Distribution Strategies, Sales, Wireless, Solution Selling, Telecommunications, 4G, Quotas, Wireless Broadband, Direct Sales, CDMA, Cellular Communications, Mobile Devices, Customer Retention
Education
Central Michigan University 1991 — 1995
BS, Accounting
Central Michigan University 1991 — 1995
Accounting, Accounting
Alfred Ponder Jr.'s Olde Discount Stockbrokers Experience 1996 - 1998
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
Mark Seaman, CFA, CAIA's Olde Discount Stockbrokers Experience 1994 - 1995
Job Commodities Market Analyst/Trader
Industry Investment Management
Experience
Penford Products December 2010 - May 2015
Superfund Asset Management September 2005 - December 2010
Sea Trading LLC January 2002 - September 2005
American Trading Group L.P. 1995 - 2001
Olde Discount Stockbrokers 1994 - 1995
Skills
Trading Strategies, Trading, Trading Systems, Electronic Trading, Proprietary Trading, Hedging, Commodity, Bloomberg, Hedge Funds, FINRA, Bloomberg Terminal, Derivatives, Investments, Options, Alternative Investments, Equities, Technical Analysis, Managed Futures, Financial Markets
Education
University of Arizona 1989 — 1993
Penford Products December 2010 - May 2015
Superfund Asset Management September 2005 - December 2010
Sea Trading LLC January 2002 - September 2005
American Trading Group L.P. 1995 - 2001
Olde Discount Stockbrokers 1994 - 1995
Skills
Trading Strategies, Trading, Trading Systems, Electronic Trading, Proprietary Trading, Hedging, Commodity, Bloomberg, Hedge Funds, FINRA, Bloomberg Terminal, Derivatives, Investments, Options, Alternative Investments, Equities, Technical Analysis, Managed Futures, Financial Markets
Education
University of Arizona 1989 — 1993
Randy Cohen's Olde Discount Stockbrokers Experience 1993 - 1998
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Merrill Lynch January 2010 - Present
UBS 1998 - 2010
OLDE Discount Stockbrokers 1993 - 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investments, Asset Management, Series 7, Portfolio Management, Retirement, Series 63, Mutual Funds, Insurance, Bonds, Estate Planning, Annuities, Long Term Care, Series 24, Financial Advisory, Retirement Income..., IRA's, Investment Strategies, Risk Management, Insurance Planning, Investment Products, Securities, Equities, Fixed Income, Financial Planning, Chartered Retirement..., Alternative Investments, Asset Managment, Financial Analysis, Financial Planners, IRAs, Investment Management, Mortgage Lending, Series 65, Strategic Financial..., Uniform Combined State...
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Finance, General
University of Wollongong
University of Wollongong
Roy Granato's Olde Discount Stockbrokers Experience 1996 - 1999
Job Consultant Managing the Complexities of Running a Business
Industry Human Resources
Experience
TriNet January 2015 - Present
Curran & Connors, Inc. February 2000 - December 2014
IJL Wachovia June 1999 - December 1999
Olde Discount Stockbrokers 1996 - 1999
Skills
Investor Relations, Account Management, Marketing, Brand Development, Mobile Marketing, Corporate Communications, Financial Services, Annual Reports, Online Advertising, Corporate Branding, Budgets, Marketing Communications, Public Relations, Marketing Management, Advertising, Business Development, Marketing Strategy, New Business Development, Direct Marketing, Strategic Communications, Integrated Marketing, Social Media, Business Planning, Brand Management, Direct Mail, Branding & Identity, Creative Direction, Digital Media, Email Marketing, Lead Generation, Strategic Negotiations, Management, Leadership, Strategic Planning, Strategy, Finance, Sales, Employee Benefits Design, Professional Services, Sales Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts, Political Science
TriNet January 2015 - Present
Curran & Connors, Inc. February 2000 - December 2014
IJL Wachovia June 1999 - December 1999
Olde Discount Stockbrokers 1996 - 1999
Skills
Investor Relations, Account Management, Marketing, Brand Development, Mobile Marketing, Corporate Communications, Financial Services, Annual Reports, Online Advertising, Corporate Branding, Budgets, Marketing Communications, Public Relations, Marketing Management, Advertising, Business Development, Marketing Strategy, New Business Development, Direct Marketing, Strategic Communications, Integrated Marketing, Social Media, Business Planning, Brand Management, Direct Mail, Branding & Identity, Creative Direction, Digital Media, Email Marketing, Lead Generation, Strategic Negotiations, Management, Leadership, Strategic Planning, Strategy, Finance, Sales, Employee Benefits Design, Professional Services, Sales Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts, Political Science
Patty Bonaguro's Olde Discount Stockbrokers Experience January 1995 - November 2000
Job Chemical Sales at Meyer Laboratory
Industry Chemicals
Experience
Meyer Laboratory August 2004 - Present
Edward Jones Investments November 2000 - August 2004
Olde Discount Stockbrokers January 1995 - November 2000
Education
Illinois State University 1991 — 1995
Finance, Accounting, Marketing
Meyer Laboratory August 2004 - Present
Edward Jones Investments November 2000 - August 2004
Olde Discount Stockbrokers January 1995 - November 2000
Education
Illinois State University 1991 — 1995
Finance, Accounting, Marketing
Michael Wemple's Olde Discount Stockbrokers Experience 1996 - 2000
Job Financial Advisor
Industry Financial Services
Experience
American Midwest Bank/American Midwest Investments November 2010 - Present
Midwestern Securities Trading Co., LLC March 2008 - August 2010
JPMorgan Chase April 2006 - October 2007
First Allied Securities October 2002 - December 2003
McDonald Investments July 2000 - October 2002
OLDE Discount Stockbrokers 1996 - 2000
Skills
Investments, Back Office, Annuities, Financial Planning, Portfolio Management
Education
Northern Illinois University 1992 — 1996
BS, Finance
Marist High School 1988 — 1992
College Prep
American Midwest Bank/American Midwest Investments November 2010 - Present
Midwestern Securities Trading Co., LLC March 2008 - August 2010
JPMorgan Chase April 2006 - October 2007
First Allied Securities October 2002 - December 2003
McDonald Investments July 2000 - October 2002
OLDE Discount Stockbrokers 1996 - 2000
Skills
Investments, Back Office, Annuities, Financial Planning, Portfolio Management
Education
Northern Illinois University 1992 — 1996
BS, Finance
Marist High School 1988 — 1992
College Prep
Rick Hope's Olde Discount Stockbrokers Experience 1987 - 1992
Job RIA Sales Consultant Midwest Region
Industry Financial Services
Experience
ALPS Portfolio Solutions - A DST Company February 2015 - Present
Vilas Capital Management, LLC. May 2014 - September 2014
*** SABBATICAL *** April 2013 - May 2014
FOLIOfn June 2010 - April 2013
DWS - Deutsche Bank Group December 2005 - December 2009
Schwab Institutional October 1999 - November 2005
Charles Schwab October 1993 - August 1999
Olde Discount Stockbrokers 1987 - 1992
Skills
Investments, Alternative Investments, Training, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Structured Products, Financial Services, Asset Allocation, ETFs, Financial Advisory, Private Equity, Trading, Business Development, Sales, Financial Analysis, Financial Modeling, Series 63, Strategic Financial..., New Business Development, Hedge Funds, CRM, Management, Asset Management
Education
Ursinus College 1979 — 1983
BA
Tohoku Gakuin University 1982 — 1982
Philadelphia Central High School 1975 — 1979
Bachelor's Degree
ALPS Portfolio Solutions - A DST Company February 2015 - Present
Vilas Capital Management, LLC. May 2014 - September 2014
*** SABBATICAL *** April 2013 - May 2014
FOLIOfn June 2010 - April 2013
DWS - Deutsche Bank Group December 2005 - December 2009
Schwab Institutional October 1999 - November 2005
Charles Schwab October 1993 - August 1999
Olde Discount Stockbrokers 1987 - 1992
Skills
Investments, Alternative Investments, Training, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Structured Products, Financial Services, Asset Allocation, ETFs, Financial Advisory, Private Equity, Trading, Business Development, Sales, Financial Analysis, Financial Modeling, Series 63, Strategic Financial..., New Business Development, Hedge Funds, CRM, Management, Asset Management
Education
Ursinus College 1979 — 1983
BA
Tohoku Gakuin University 1982 — 1982
Philadelphia Central High School 1975 — 1979
Bachelor's Degree
Larry Lessley's Olde Discount Stockbrokers Experience May 1991 - June 2004
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Victoria Barbisan's Olde Discount Stockbrokers Experience May 1997 - March 2000
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial March 2004 - Present
Morgan Stanley March 2000 - March 2004
Olde Discount Stockbrokers May 1997 - March 2000
Education
University of Southern California 1980 — 1984
bs, finance
Troy High School
Ameriprise Financial March 2004 - Present
Morgan Stanley March 2000 - March 2004
Olde Discount Stockbrokers May 1997 - March 2000
Education
University of Southern California 1980 — 1984
bs, finance
Troy High School
Fred Schwark, FMA, RPA's Olde Discount Stockbrokers Experience March 1990 - August 1997
Job Real Estate Manager
Industry Real Estate
Experience
Lake Trust Credit Union September 2011 - February 2014
Northern Group, Inc. October 2007 - May 2011
GoldStar Property Management LLC March 2003 - August 2007
First Industrial Realty Trust, Inc. July 1999 - December 2002
Prentiss Properties Limited, Inc. August 1997 - July 1999
OLDE Discount Stockbrokers March 1990 - August 1997
Skills
Real Estate Development, Property Management, Leases, Project Management, Contract Management, Facilities Management, Leadership, Customer Service, Real Estate Transactions, Tenant, Management, Process Improvement, Commercial Real Estate, Financial Analysis, Strategic Planning, Construction Management, Budgets, Construction, Team Building, Investments, Negotiation, Real Estate, Corporate Real Estate, Contract Negotiation, Property, Asset Management, Sales Management
Education
Oakland University 1985 — 1989
Bachelor of Arts Degree, Political Science
Macomb Community College 1983 — 1988
Associate Degree of Applied Science, Law Enforcement
Lake Trust Credit Union September 2011 - February 2014
Northern Group, Inc. October 2007 - May 2011
GoldStar Property Management LLC March 2003 - August 2007
First Industrial Realty Trust, Inc. July 1999 - December 2002
Prentiss Properties Limited, Inc. August 1997 - July 1999
OLDE Discount Stockbrokers March 1990 - August 1997
Skills
Real Estate Development, Property Management, Leases, Project Management, Contract Management, Facilities Management, Leadership, Customer Service, Real Estate Transactions, Tenant, Management, Process Improvement, Commercial Real Estate, Financial Analysis, Strategic Planning, Construction Management, Budgets, Construction, Team Building, Investments, Negotiation, Real Estate, Corporate Real Estate, Contract Negotiation, Property, Asset Management, Sales Management
Education
Oakland University 1985 — 1989
Bachelor of Arts Degree, Political Science
Macomb Community College 1983 — 1988
Associate Degree of Applied Science, Law Enforcement
Mark Whiskeyman, CFA's Olde Discount Stockbrokers Experience 1999 - 2002
Job at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
Lynn McConnell's Olde Discount Stockbrokers Experience July 1992 - September 1994
Job Strategic Policy Analyst at American Electric Power
Industry Utilities
Experience
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2002
The Limited October 1998 - March 1999
Enron Energy Services March 1997 - October 1998
Merrill Lynch September 1994 - March 1997
Olde Discount Stockbrokers July 1992 - September 1994
Skills
Financial Analysis, Financial Modeling, Project Management, Sustainability, Team Leadership, Public Speaking, Business Analysis, Business Development, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Exchange, NASD, Strategy, Analysis, Risk Management, Process Improvement, Investments, Management, Business Process..., Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 1998
MBA, Finance
The Ohio State University Fisher College of Business 1988 — 1992
B.S.B.A., Finance, Marketing
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2002
The Limited October 1998 - March 1999
Enron Energy Services March 1997 - October 1998
Merrill Lynch September 1994 - March 1997
Olde Discount Stockbrokers July 1992 - September 1994
Skills
Financial Analysis, Financial Modeling, Project Management, Sustainability, Team Leadership, Public Speaking, Business Analysis, Business Development, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Exchange, NASD, Strategy, Analysis, Risk Management, Process Improvement, Investments, Management, Business Process..., Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 1998
MBA, Finance
The Ohio State University Fisher College of Business 1988 — 1992
B.S.B.A., Finance, Marketing
Chris Baccella, CFA's Olde Discount Stockbrokers Experience 1997 - 1998
Job Vice President & Portfolio Manager at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management April 2015 - Present
Wilson, Kemp & Associates, Inc. May 2013 - April 2015
Comerica Asset Management October 2006 - May 2013
Comerica Securities December 1999 - October 2006
Olde Discount Stockbrokers 1997 - 1998
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory
Education
University of Michigan-Dearborn 1997 — 1999
BBA, Accounting and Finance
Old National Wealth Management April 2015 - Present
Wilson, Kemp & Associates, Inc. May 2013 - April 2015
Comerica Asset Management October 2006 - May 2013
Comerica Securities December 1999 - October 2006
Olde Discount Stockbrokers 1997 - 1998
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory
Education
University of Michigan-Dearborn 1997 — 1999
BBA, Accounting and Finance
Jason Symons's Olde Discount Stockbrokers Experience January 1996 - April 2000
Job Senior Buyer at General Motors
Industry Automotive
Experience
General Motors June 2007 - Present
Lear Corporation April 2000 - March 2007
OLDE Discount Stockbrokers January 1996 - April 2000
United States Marine Corps November 1989 - November 1995
Skills
PPAP, Process Improvement, Components, JIT, Product Development, Automotive Engineering, Supplier Development, Interior Trim, Operations Management, Automotive, Program Management, Global Strategy..., Global Sourcing, Supplier Negotiation, Contract Negotiation, Global Business..., Business Strategy, Financial Analysis, Cross-functional Team..., Supply Chain Management, Analysis, Pricing Analysis, Automotive Parts, Data-driven Decision..., Pay Close Attention to..., Committed to..., Supplier Risk Management
Education
Wayland Baptist University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Defense Language Institute 1990 — 1991
Graduation Certificate, Korean Basic Course
General Motors June 2007 - Present
Lear Corporation April 2000 - March 2007
OLDE Discount Stockbrokers January 1996 - April 2000
United States Marine Corps November 1989 - November 1995
Skills
PPAP, Process Improvement, Components, JIT, Product Development, Automotive Engineering, Supplier Development, Interior Trim, Operations Management, Automotive, Program Management, Global Strategy..., Global Sourcing, Supplier Negotiation, Contract Negotiation, Global Business..., Business Strategy, Financial Analysis, Cross-functional Team..., Supply Chain Management, Analysis, Pricing Analysis, Automotive Parts, Data-driven Decision..., Pay Close Attention to..., Committed to..., Supplier Risk Management
Education
Wayland Baptist University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Defense Language Institute 1990 — 1991
Graduation Certificate, Korean Basic Course
Brian Tingley's Olde Discount Stockbrokers Experience 1997 - 2000
Job Manager Process and Tool Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial October 2009 - April 2013
Ameriprise Advisor Services, Inc. July 2009 - October 2009
H&R Block Financial Advisors 2007 - November 2008
H&R Block Financial Advisors 2005 - 2007
H&R Block Financial Advisors 2002 - 2005
OLDE Discount Stockbrokers 1997 - 2000
Education
Michigan State University 1995 — 1997
B.A., Accounting
Michigan Technological University 1992 — 1994
Daniel Grover's Olde Discount Stockbrokers Experience September 1995 - January 1998
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank June 2012 - Present
Astera Financial Group September 2011 - June 2012
Veritas Wealth Advisors, LLC March 2008 - September 2011
Wells Fargo 2002 - March 2008
Wells Fargo January 1998 - April 2002
Olde Discount Stockbrokers September 1995 - January 1998
Education
University of California, Santa Cruz 1991 — 1995
BA, Economics
University of California, Santa Cruz 1991 — 1995
BA, History
First Republic Bank June 2012 - Present
Astera Financial Group September 2011 - June 2012
Veritas Wealth Advisors, LLC March 2008 - September 2011
Wells Fargo 2002 - March 2008
Wells Fargo January 1998 - April 2002
Olde Discount Stockbrokers September 1995 - January 1998
Education
University of California, Santa Cruz 1991 — 1995
BA, Economics
University of California, Santa Cruz 1991 — 1995
BA, History
Donald Gilreath's Olde Discount Stockbrokers Experience February 1984 - September 1986
Job Owner, Mobile Mower Mechanic
Industry Machinery
Experience
Mobile Mower Mechanic February 2008 - Present
General Rental November 1989 - January 2008
Quick & Reilly September 1986 - November 1989
Olde Discount Stockbrokers February 1984 - September 1986
Skills
Public Speaking, Management, Team Building, Microsoft Word, Leadership, Leadership Development, Coaching, Strategic Planning, Budgets, Team Leadership, Sales Management, Marketing Strategy
Education
Brigham Young University 1979 — 1982
BS, Family Financial Planning & Counseling
Mobile Mower Mechanic February 2008 - Present
General Rental November 1989 - January 2008
Quick & Reilly September 1986 - November 1989
Olde Discount Stockbrokers February 1984 - September 1986
Skills
Public Speaking, Management, Team Building, Microsoft Word, Leadership, Leadership Development, Coaching, Strategic Planning, Budgets, Team Leadership, Sales Management, Marketing Strategy
Education
Brigham Young University 1979 — 1982
BS, Family Financial Planning & Counseling
Mike Tsan's Olde Discount Stockbrokers Experience January 1995 - January 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors January 1999 - October 2008
Olde Discount Stockbrokers January 1995 - January 1999
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors January 1999 - October 2008
Olde Discount Stockbrokers January 1995 - January 1999
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
Eric Woodhouse, MBA's Olde Discount Stockbrokers Experience January 1996 - December 2000
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Stephen Nicolai's Olde Discount Stockbrokers Experience 1993 - 1999
Job President at Harbourside Capital Mgt, LLC
Industry Financial Services
Experience
Harbourside Capital Management, LLC 2001 - Present
Olde Discount Stockbrokers 1993 - 1999
OLDE DISCOUNT CORPORATION 1993 - 1998
Skills
Investments, Asset Managment, Hedge Funds, Series 7, Securities, Equities, Alternative Investments, Options, Portfolio Management, Trading, Investment Advisory, Risk Management, Electronic Trading
Education
Miami University 1988 — 1992
BA, Philosophy, Coaching
Harbourside Capital Management, LLC 2001 - Present
Olde Discount Stockbrokers 1993 - 1999
OLDE DISCOUNT CORPORATION 1993 - 1998
Skills
Investments, Asset Managment, Hedge Funds, Series 7, Securities, Equities, Alternative Investments, Options, Portfolio Management, Trading, Investment Advisory, Risk Management, Electronic Trading
Education
Miami University 1988 — 1992
BA, Philosophy, Coaching
Bill Pabst's Olde Discount Stockbrokers Experience June 1993 - June 1995
Job Owner, Containers Plus, Inc.
Industry Packaging and Containers
Experience
Containers Plus, Inc October 2000 - Present
Midland Computers, LLC July 1998 - October 2000
American Backhaulers June 1995 - July 1998
Olde Discount Stockbrokers June 1993 - June 1995
Education
Loras College 1989 — 1993
Bachelor of Arts, Finance and Managment
St. Laurence High School 1985 — 1989
College Prep
Containers Plus, Inc October 2000 - Present
Midland Computers, LLC July 1998 - October 2000
American Backhaulers June 1995 - July 1998
Olde Discount Stockbrokers June 1993 - June 1995
Education
Loras College 1989 — 1993
Bachelor of Arts, Finance and Managment
St. Laurence High School 1985 — 1989
College Prep
Mark Hurtt's Olde Discount Stockbrokers Experience October 1996 - June 1997
Job
Industry Financial Services
Experience
Merrill Lynch June 2004 - March 2009
Merrill Lynch June 2003 - June 2004
Merrill Lynch October 1999 - June 2003
Rio Bravo June 1997 - October 1999
OLDE Discount Stockbrokers October 1996 - June 1997
Skills
Series 7, Series 63, Series 66, CRPC, Problem Solving, Multi Tasking, Self-starter, Communication Skills, Financial Advisory, Retirement Plan..., Customer Service, Training Delivery, Mentoring, Research, Business Analysis, Financial Analysis, Sales Presentation..., Portfolio Performance..., Trading, Tourism, Travel, Internet, Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State College at Jacksonville 2012 — 2015
Associate of Science (AS), Radiologic Technology/Science - Radiographer
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration, Finance, Minor in International Business
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (AA), Business Administration and Management, General
Merrill Lynch June 2004 - March 2009
Merrill Lynch June 2003 - June 2004
Merrill Lynch October 1999 - June 2003
Rio Bravo June 1997 - October 1999
OLDE Discount Stockbrokers October 1996 - June 1997
Skills
Series 7, Series 63, Series 66, CRPC, Problem Solving, Multi Tasking, Self-starter, Communication Skills, Financial Advisory, Retirement Plan..., Customer Service, Training Delivery, Mentoring, Research, Business Analysis, Financial Analysis, Sales Presentation..., Portfolio Performance..., Trading, Tourism, Travel, Internet, Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State College at Jacksonville 2012 — 2015
Associate of Science (AS), Radiologic Technology/Science - Radiographer
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration, Finance, Minor in International Business
Florida Community College at Jacksonville 1991 — 1993
Associate of Arts (AA), Business Administration and Management, General
Adrienne Ferguson's Olde Discount Stockbrokers Experience March 1996 - January 1997
Job Financial Services Professional
Industry Financial Services
Experience
OFAC Business/Compliance Analyst September 2014 - Present
UBS August 2008 - July 2014
E*TRADE Financial Corporation April 2006 - August 2008
E*TRADE Financial Corporation (formerly DLJdirect) April 2004 - April 2006
Donaldson,Lufkin & Jenrette - DLJdirect August 1999 - April 2004
Price Watehouse Cooopers Lybrand-Kwasha Lipton HR Solutions July 1998 - August 1999
Nationsbanc Investments June 1997 - May 1998
Olde Discount Stockbrokers March 1996 - January 1997
North Carolina Dept. of Transaportation June 1992 - February 1996
Skills
AML, Securities, FINRA, Brokerage Operations, Fixed Income, Series 9, Series 10, Series 7, Series 24, Excellent Analytical..., Series 4, KYC, USA Patriot Act, Strong multi-tasking..., Risk Management, Superior Attention to..., Strong coach and..., Extraordinary Work Ethic, Knowledgeable in terms..., Equities, Financial Services
Education
Howard University 1986 — 1991
Bachelor's Degree, Civil Engineering
OFAC Business/Compliance Analyst September 2014 - Present
UBS August 2008 - July 2014
E*TRADE Financial Corporation April 2006 - August 2008
E*TRADE Financial Corporation (formerly DLJdirect) April 2004 - April 2006
Donaldson,Lufkin & Jenrette - DLJdirect August 1999 - April 2004
Price Watehouse Cooopers Lybrand-Kwasha Lipton HR Solutions July 1998 - August 1999
Nationsbanc Investments June 1997 - May 1998
Olde Discount Stockbrokers March 1996 - January 1997
North Carolina Dept. of Transaportation June 1992 - February 1996
Skills
AML, Securities, FINRA, Brokerage Operations, Fixed Income, Series 9, Series 10, Series 7, Series 24, Excellent Analytical..., Series 4, KYC, USA Patriot Act, Strong multi-tasking..., Risk Management, Superior Attention to..., Strong coach and..., Extraordinary Work Ethic, Knowledgeable in terms..., Equities, Financial Services
Education
Howard University 1986 — 1991
Bachelor's Degree, Civil Engineering
Kevin O'Bryan's Olde Discount Stockbrokers Experience February 1995 - June 1995
Job Branch Manager at Scottrade Inc
Industry Financial Services
Experience
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0
Scottrade Inc May 2001 - Present
Scottrade Inc May 2000 - May 2001
TD Ameritrade August 1995 - May 2000
Olde Discount Stockbrokers February 1995 - June 1995
Carbonated Beverage Service June 1989 - December 1992
U.S. Coast Guard November 1984 - June 1989
Education
University of Iowa 1998 — 2000
Earned 12 credit hours, MBA, 4.0
University of Louisville 1993 — 1994
Bachelor of Science (BS), Mathematics, 4.0