SagePoint Financial
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SagePoint Financial Employees
Employee
Years
Job
Industry
Telison Tsui Telison Tsui's SagePoint Financial Experience September 2013 - December 2013
Job Staff Accountant at Rehrig Pacific Company
Industry Accounting
Experience
Rehrig Pacific Company February 2014 - Present
SagePoint Financial September 2013 - December 2013
UC San Diego November 2011 - December 2013
Internal Revenue Service February 2013 - June 2013
Skills
Matlab, Stata, Microsoft Office, Accounting, Financial Analysis, Strategic Planning, Entrepreneurship, Morningstar, Microsoft Word
Education
University of California, San Diego 2011 — 2013
BS, Management Science
Mt. San Antonio College 2009 — 2011
Rehrig Pacific Company February 2014 - Present
SagePoint Financial September 2013 - December 2013
UC San Diego November 2011 - December 2013
Internal Revenue Service February 2013 - June 2013
Skills
Matlab, Stata, Microsoft Office, Accounting, Financial Analysis, Strategic Planning, Entrepreneurship, Morningstar, Microsoft Word
Education
University of California, San Diego 2011 — 2013
BS, Management Science
Mt. San Antonio College 2009 — 2011
Christina DeCharles Christina DeCharles's SagePoint Financial Experience January 2014 - Present
Job Registered Assistant at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial January 2014 - Present
SagePoint Financial July 2012 - January 2014
Film Industry April 2007 - May 2013
Film Industry April 2007 - May 2013
Film Industry December 2005 - April 2007
Film Industry October 2005 - December 2005
SagePoint Financial August 2000 - October 2005
Skills
Project Management, Management, Event Management, Project Planning, Budgets, Project Coordination, Portfolio Management, Small Business
Education
Centenary College of Louisiana 2000 — 2003
Bachelor of Science (B.S.), Economics and Finance
SagePoint Financial January 2014 - Present
SagePoint Financial July 2012 - January 2014
Film Industry April 2007 - May 2013
Film Industry April 2007 - May 2013
Film Industry December 2005 - April 2007
Film Industry October 2005 - December 2005
SagePoint Financial August 2000 - October 2005
Skills
Project Management, Management, Event Management, Project Planning, Budgets, Project Coordination, Portfolio Management, Small Business
Education
Centenary College of Louisiana 2000 — 2003
Bachelor of Science (B.S.), Economics and Finance
Mathew Dunning Mathew Dunning's SagePoint Financial Experience 2012 - 2013
Job Accountant II at Clearview Federal Credit Union
Industry Financial Services
Experience
Clearview Federal Credit Union October 2014 - Present
Clearview Federal Credit Union March 2013 - Present
SagePoint Financial, Inc August 2012 - January 2013
SagePoint Financial 2012 - 2013
FedEx Ground Package Handler October 2008 - July 2012
BW Pizza April 2005 - April 2008
Skills
Investments, Estate Planning, Retirement, Series 63, Finance, Financial Services, Banking
Education
Robert Morris University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Robert Morris University
Bachelor of Science, Business Administration; Finance and Accounting
Clearview Federal Credit Union October 2014 - Present
Clearview Federal Credit Union March 2013 - Present
SagePoint Financial, Inc August 2012 - January 2013
SagePoint Financial 2012 - 2013
FedEx Ground Package Handler October 2008 - July 2012
BW Pizza April 2005 - April 2008
Skills
Investments, Estate Planning, Retirement, Series 63, Finance, Financial Services, Banking
Education
Robert Morris University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Robert Morris University
Bachelor of Science, Business Administration; Finance and Accounting
Kane Szydlowski Kane Szydlowski's SagePoint Financial Experience January 2012 - October 2012
Job Admission Associate at Marvelwood School
Industry Education Management
Experience
Marvelwood School May 2013 - Present
Chesterfield County Public Schools December 2012 - May 2013
SagePoint Financial January 2012 - October 2012
Skills
Research, PowerPoint
Education
Lynchburg College 2007 — 2011
Finance, Spanish
Woodberry Forest 2003 — 2007
Marvelwood School May 2013 - Present
Chesterfield County Public Schools December 2012 - May 2013
SagePoint Financial January 2012 - October 2012
Skills
Research, PowerPoint
Education
Lynchburg College 2007 — 2011
Finance, Spanish
Woodberry Forest 2003 — 2007
George F. Cerwin III, CFP's SagePoint Financial Experience April 1992 - Present
Job Owner & Certified Financial Planner, GFC Financial Management; Branch Manager for SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial April 1992 - Present
GFC Financial Management 1992 - Present
Education
Carthage College
BA, Political Science & Business
College for Financial Planning
Certified Financial Planner - CFP
The American College
Chartered Life Underwriter - CLU
SagePoint Financial April 1992 - Present
GFC Financial Management 1992 - Present
Education
Carthage College
BA, Political Science & Business
College for Financial Planning
Certified Financial Planner - CFP
The American College
Chartered Life Underwriter - CLU
Leland Fallon's SagePoint Financial Experience July 2008 - July 2009
Job Financial Advisor, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Jordan Nighbert's SagePoint Financial Experience January 2007 - March 2010
Job Training Director at Calibers
Industry Sports
Experience
Calibers May 2009 - Present
SagePoint Financial January 2007 - March 2010
Skills
Coaching, Public Speaking, Sports, Event Management, Event Planning, Customer Service, Social Media, Sports Management, Athletics, Team Building, Microsoft Office, Marketing, Public Relations, Leadership Development, Strategic Planning, Training, Sports Marketing, Fundraising, Personal Training, Sales, Program Management, Management, Leadership, Self Defense, Marksmanship, Time Management, Social Media Marketing, PowerPoint, Team Leadership, Social Networking, Marketing Communications, Budgets, Microsoft Excel, Microsoft Word, Sales Management, Organizational..., Project Management, Research
Education
UNM 2001 — 2006
Bachelor of Arts (B.A.), Criminology
CNM 2010 — 2012
Certificate, EMS, 4.0
College for Financial Planning 2008 — 2009
Certificate Program, Financial Planning and Services
Calibers May 2009 - Present
SagePoint Financial January 2007 - March 2010
Skills
Coaching, Public Speaking, Sports, Event Management, Event Planning, Customer Service, Social Media, Sports Management, Athletics, Team Building, Microsoft Office, Marketing, Public Relations, Leadership Development, Strategic Planning, Training, Sports Marketing, Fundraising, Personal Training, Sales, Program Management, Management, Leadership, Self Defense, Marksmanship, Time Management, Social Media Marketing, PowerPoint, Team Leadership, Social Networking, Marketing Communications, Budgets, Microsoft Excel, Microsoft Word, Sales Management, Organizational..., Project Management, Research
Education
UNM 2001 — 2006
Bachelor of Arts (B.A.), Criminology
CNM 2010 — 2012
Certificate, EMS, 4.0
College for Financial Planning 2008 — 2009
Certificate Program, Financial Planning and Services
David Machacek David Machacek's SagePoint Financial Experience October 2010 - Present
Job Financial Advisor at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial October 2010 - Present
Independent Capital Management October 2010 - Present
Humanity in Action July 2005 - August 2009
Trinity College - Hartford September 2003 - June 2005
UC Santa Barbara October 1999 - July 2003
University of California, Riverside January 1998 - March 1998
Skills
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life Insurance, Strategic Financial..., Financial Services, IRAs, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, College Savings Plans, Individual 401k, Investment Strategies
Education
University of California, Santa Barbara 1993 — 1998
Ph.D., Religious Studies
University of California, Santa Barbara 1990 — 1993
MA, Religious Studies
Texas Lutheran University 1986 — 1990
BA, Theology
SagePoint Financial October 2010 - Present
Independent Capital Management October 2010 - Present
Humanity in Action July 2005 - August 2009
Trinity College - Hartford September 2003 - June 2005
UC Santa Barbara October 1999 - July 2003
University of California, Riverside January 1998 - March 1998
Skills
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life Insurance, Strategic Financial..., Financial Services, IRAs, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, College Savings Plans, Individual 401k, Investment Strategies
Education
University of California, Santa Barbara 1993 — 1998
Ph.D., Religious Studies
University of California, Santa Barbara 1990 — 1993
MA, Religious Studies
Texas Lutheran University 1986 — 1990
BA, Theology
Eric Nieto Eric Nieto's SagePoint Financial Experience June 2006 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
SagePoint Financial June 2006 - Present
Marsh & McLennan Companies, Inc. August 2000 - June 2006
Safeco Insurance January 1998 - May 2000
Skills
Microsoft Excel, Strategic Planning, Budgets, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance and Accounting
SagePoint Financial June 2006 - Present
Marsh & McLennan Companies, Inc. August 2000 - June 2006
Safeco Insurance January 1998 - May 2000
Skills
Microsoft Excel, Strategic Planning, Budgets, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance and Accounting
Jane Iversen, MBA Jane Iversen, MBA's SagePoint Financial Experience December 2012 - January 2014
Job Financial Analysis | Internal Audit | Organizational Change | Business Development | Entrepreneurship | Data Analysis
Industry Financial Services
Experience
University of Miami, Miller School of Medicine September 2015 - Present
Sanomedics International Holdings, Inc January 2015 - Present
African Development Bank October 2014 - December 2014
Thunderbird School of Global Management January 2014 - August 2014
Strategic News Service May 2014 - May 2014
Thunderbird School of Global Management February 2014 - May 2014
Gallup April 2014 - April 2014
Thunderbird School of Global Management January 2014 - February 2014
SagePoint Financial December 2012 - January 2014
Florida International University August 2013 - December 2013
Skills
Economics, Finance, Marketing, Logistics, Mathematics, Photoshop, Microsoft Excel, Microsoft Office, Financial Risk..., Financial Analysis, Teamwork, Analysis, Data Analysis, Financial Reporting, PowerPoint, Sales, Accounting, Market Research, Leadership, Financial Markets, Management, Valuation, Business Analysis, Spanish, Management Consulting, Access, Negotiation, Budgets, Strategic Planning, SPSS, English, Forecasting, Financial Modeling, Microsoft Word, Investments, Corporate Finance, Business Strategy, Time Management, Insurance, Strategic Financial..., Portfolio Management, Equities
Education
Thunderbird School of Global Management 2014 — 2014
Master of Business Administration (MBA), Global Finance, GMAT: 710
Florida International University - College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.9
BI Norwegian School of Management 2008 — 2010
Bachelor of Business Administration (B.B.A.), Economics & Leadership, GPA: A
University of Miami, Miller School of Medicine September 2015 - Present
Sanomedics International Holdings, Inc January 2015 - Present
African Development Bank October 2014 - December 2014
Thunderbird School of Global Management January 2014 - August 2014
Strategic News Service May 2014 - May 2014
Thunderbird School of Global Management February 2014 - May 2014
Gallup April 2014 - April 2014
Thunderbird School of Global Management January 2014 - February 2014
SagePoint Financial December 2012 - January 2014
Florida International University August 2013 - December 2013
Skills
Economics, Finance, Marketing, Logistics, Mathematics, Photoshop, Microsoft Excel, Microsoft Office, Financial Risk..., Financial Analysis, Teamwork, Analysis, Data Analysis, Financial Reporting, PowerPoint, Sales, Accounting, Market Research, Leadership, Financial Markets, Management, Valuation, Business Analysis, Spanish, Management Consulting, Access, Negotiation, Budgets, Strategic Planning, SPSS, English, Forecasting, Financial Modeling, Microsoft Word, Investments, Corporate Finance, Business Strategy, Time Management, Insurance, Strategic Financial..., Portfolio Management, Equities
Education
Thunderbird School of Global Management 2014 — 2014
Master of Business Administration (MBA), Global Finance, GMAT: 710
Florida International University - College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.9
BI Norwegian School of Management 2008 — 2010
Bachelor of Business Administration (B.B.A.), Economics & Leadership, GPA: A
Bob Hampton, CFP® Bob Hampton, CFP®'s SagePoint Financial Experience February 1980 - Present
Job Wealth Management at Houston Asset Management, Inc.
Industry Investment Management
Experience
Houston Asset Management, Inc. May 2011 - Present
SagePoint Financial February 1980 - Present
Skills
Retirement, Financial Planning
Education
University of Houston 1949 — 1951
Bachelor of Business Adminestration
The University of Texas at Austin 1948 — 1949
Business/Managerial Economics
Houston Asset Management, Inc. May 2011 - Present
SagePoint Financial February 1980 - Present
Skills
Retirement, Financial Planning
Education
University of Houston 1949 — 1951
Bachelor of Business Adminestration
The University of Texas at Austin 1948 — 1949
Business/Managerial Economics
John W. Tegtmeier, M.B.A, C.F.P. (TM) John W. Tegtmeier, M.B.A, C.F.P. (TM)'s SagePoint Financial Experience May 2009 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial May 2009 - Present
Independent Capital Management November 2003 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Advisory, Series 63, Investments, Strategic Financial..., Estate Planning, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Uniform Combined State..., 401k, IRAs, Life Insurance, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of California, Irvine
Bachelor's degree, Political Science and Government
SagePoint Financial May 2009 - Present
Independent Capital Management November 2003 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Advisory, Series 63, Investments, Strategic Financial..., Estate Planning, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Uniform Combined State..., 401k, IRAs, Life Insurance, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of California, Irvine
Bachelor's degree, Political Science and Government
Xerxes Nabong, CFP®, CRPC®'s SagePoint Financial Experience June 2011 - Present
Job *Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional with Virginia Financial Planning
Industry Financial Services
Experience
Escape Room Virginia Beach April 2015 - Present
Virginia Financial Planning March 2010 - Present
SagePoint Financial June 2011 - Present
Yelp.com January 2012 - Present
Ameriprise Financial Services, Inc. April 2005 - March 2010
Skills
Retirement Planning, Certified Financial..., Retirement Plan..., Alternative Investments, Small Business, Strategic Financial..., Investments, Estate Planning, Business Strategy, Disability Insurance, Life & Health Insurance..., Qualified Retirement..., Asset Management, Asset Allocation, Asset Protection, Investment Strategies, Real Estate Investment..., Business Development, Social Media Marketing
Education
Old Dominion University - College of Business and Public Administration 2007 — 2008
Professional Financial Planner, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Strome College of Business 2001 — 2005
Bachelor of Science in Business Administration, Major: Management, Minors: Finance and Marketing
Escape Room Virginia Beach April 2015 - Present
Virginia Financial Planning March 2010 - Present
SagePoint Financial June 2011 - Present
Yelp.com January 2012 - Present
Ameriprise Financial Services, Inc. April 2005 - March 2010
Skills
Retirement Planning, Certified Financial..., Retirement Plan..., Alternative Investments, Small Business, Strategic Financial..., Investments, Estate Planning, Business Strategy, Disability Insurance, Life & Health Insurance..., Qualified Retirement..., Asset Management, Asset Allocation, Asset Protection, Investment Strategies, Real Estate Investment..., Business Development, Social Media Marketing
Education
Old Dominion University - College of Business and Public Administration 2007 — 2008
Professional Financial Planner, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Strome College of Business 2001 — 2005
Bachelor of Science in Business Administration, Major: Management, Minors: Finance and Marketing
Devin Cox | MBA's SagePoint Financial Experience February 2013 - August 2013
Job OnSite Supervisor at Manpower
Industry Staffing and Recruiting
Experience
Manpower March 2014 - Present
Outsource Contracting July 2013 - February 2014
SagePoint Financial February 2013 - August 2013
Philip Pelusi Salons August 2012 - February 2013
California University of Pennsylvania 2011 - 2012
California University of Pennsylvania August 2008 - May 2011
Skills
Leadership, Customer Service, Management, Time Management, Microsoft Office, Sales, Event Planning, Higher Education, Public Speaking, Social Networking, Student Development, PowerPoint, Outlook, Student Affairs, Microsoft Word, Fundraising, Academia, Athletics, Higher Education..., Access, Recruiting, Corporate Recruiting, Social Recruiting, Financial Reporting
Education
California University of Pennsylvania 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.47
California University of Pennsylvania 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.15
United States Military Academy at West Point 2007 — 2008
N/A
United States Military Preparatory Academy 2006 — 2007
Manpower March 2014 - Present
Outsource Contracting July 2013 - February 2014
SagePoint Financial February 2013 - August 2013
Philip Pelusi Salons August 2012 - February 2013
California University of Pennsylvania 2011 - 2012
California University of Pennsylvania August 2008 - May 2011
Skills
Leadership, Customer Service, Management, Time Management, Microsoft Office, Sales, Event Planning, Higher Education, Public Speaking, Social Networking, Student Development, PowerPoint, Outlook, Student Affairs, Microsoft Word, Fundraising, Academia, Athletics, Higher Education..., Access, Recruiting, Corporate Recruiting, Social Recruiting, Financial Reporting
Education
California University of Pennsylvania 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.47
California University of Pennsylvania 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.15
United States Military Academy at West Point 2007 — 2008
N/A
United States Military Preparatory Academy 2006 — 2007
Genevieve Sisco Genevieve Sisco's SagePoint Financial Experience February 2014 - Present
Job Senior Vice President, Recruiting at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
Nicholas Rosen Nicholas Rosen's SagePoint Financial Experience August 2012 - Present
Job Network Engineer
Industry Information Technology and Services
Experience
Sinclair Broadcast Group May 2015 - Present
SagePoint Financial August 2012 - Present
Edison Community College July 2014 - May 2015
Kroger July 2000 - May 2015
Skills
Cisco IOS, Customer Service, Time Management, Team Building, Management, Microsoft Word, Microsoft Office, Sales, Teamwork, Microsoft Excel, PowerPoint
Education
Edison Community College 2012 — 2015
Associate of Business System Administrator, Information Technology
Edison Community College 2012 — 2014
Associate of Business, Computer Networks & Security, 3.9
Sinclair Broadcast Group May 2015 - Present
SagePoint Financial August 2012 - Present
Edison Community College July 2014 - May 2015
Kroger July 2000 - May 2015
Skills
Cisco IOS, Customer Service, Time Management, Team Building, Management, Microsoft Word, Microsoft Office, Sales, Teamwork, Microsoft Excel, PowerPoint
Education
Edison Community College 2012 — 2015
Associate of Business System Administrator, Information Technology
Edison Community College 2012 — 2014
Associate of Business, Computer Networks & Security, 3.9
Nathan Akers's SagePoint Financial Experience May 2014 - Present
Job VP of Recruiting – Helping Independent Financial Advisors find true independence
Industry Financial Services
Experience
SagePoint Financial May 2014 - Present
Cetera Advisors LLC July 2013 - May 2014
Questar Capital - An Allianz SE Company 2007 - July 2013
Allianz 2006 - 2007
Wells Fargo 2005 - 2006
Edward Jones & Co. 2005 - 2005
Skills
Financial Services, Recruiting, Relationship Management, Investments, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Retirement Planning, Series 63, Life Insurance, Sales, New Business Development, Retirement, Strategic Financial...
Education
Capella University 2006 — 2008
MBA, Finance
Wheaton College 1999 — 2003
B.A. Business/Economics
SagePoint Financial May 2014 - Present
Cetera Advisors LLC July 2013 - May 2014
Questar Capital - An Allianz SE Company 2007 - July 2013
Allianz 2006 - 2007
Wells Fargo 2005 - 2006
Edward Jones & Co. 2005 - 2005
Skills
Financial Services, Recruiting, Relationship Management, Investments, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Retirement Planning, Series 63, Life Insurance, Sales, New Business Development, Retirement, Strategic Financial...
Education
Capella University 2006 — 2008
MBA, Finance
Wheaton College 1999 — 2003
B.A. Business/Economics
Tina Matthews, ChFC, CDFA Tina Matthews, ChFC, CDFA's SagePoint Financial Experience September 2006 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
SagePoint Financial September 2006 - Present
SagePoint Financial September 2006 - Present
Compass Brokerage September 2004 - September 2006
Northwestern Mutual September 2002 - September 2004
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Investment Advisory, Investment Management, Retirement Income..., Provide Health..., Certified Divorce..., Retirement
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Divorce
The American College 2010 — 2012
Chartered Financial Consultant, Financial Consulting
Saint Edwards University 1986 — 1990
Bachelor of Liberal Studies, Finance/Accounting
SagePoint Financial September 2006 - Present
SagePoint Financial September 2006 - Present
Compass Brokerage September 2004 - September 2006
Northwestern Mutual September 2002 - September 2004
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Investment Advisory, Investment Management, Retirement Income..., Provide Health..., Certified Divorce..., Retirement
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Divorce
The American College 2010 — 2012
Chartered Financial Consultant, Financial Consulting
Saint Edwards University 1986 — 1990
Bachelor of Liberal Studies, Finance/Accounting
Nilima Agrawal Nilima Agrawal's SagePoint Financial Experience December 2014 - Present
Job Investment Advisor at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial December 2014 - Present
Commonwealth Financial Network January 2011 - March 2013
Education
California State University-Sacramento 1994 — 1996
BSEE, Electrical Engineering
Patna University 1985 — 1989
Bachelor of Science (BS), Mathematics
SagePoint Financial December 2014 - Present
Commonwealth Financial Network January 2011 - March 2013
Education
California State University-Sacramento 1994 — 1996
BSEE, Electrical Engineering
Patna University 1985 — 1989
Bachelor of Science (BS), Mathematics
Christopher Perez Christopher Perez's SagePoint Financial Experience May 2011 - October 2011
Job Creating spaces that inspire!
Industry Furniture
Experience
Corbett Inc. October 2013 - Present
PLS Logistics Services October 2011 - October 2013
SagePoint Financial May 2011 - October 2011
Vector Marketing May 2010 - September 2010
Skills
Leadership, Sales, Cold Calling, Account Management, Negotiation, Customer Service, Management, Logistics Management, Logistics, Microsoft Office, Time Management, New Business Development, Selling, Business Development, Sales Management, Salesforce.com, Finance, Transportation, Supply Chain Operations, Mentoring, Furniture, Project Management, Customer Relations, Workplace Design, Presentation Skills, Public Speaking, Relationship Building
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Accounting
Corbett Inc. October 2013 - Present
PLS Logistics Services October 2011 - October 2013
SagePoint Financial May 2011 - October 2011
Vector Marketing May 2010 - September 2010
Skills
Leadership, Sales, Cold Calling, Account Management, Negotiation, Customer Service, Management, Logistics Management, Logistics, Microsoft Office, Time Management, New Business Development, Selling, Business Development, Sales Management, Salesforce.com, Finance, Transportation, Supply Chain Operations, Mentoring, Furniture, Project Management, Customer Relations, Workplace Design, Presentation Skills, Public Speaking, Relationship Building
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Accounting
Billie Cook's SagePoint Financial Experience August 2015 - Present
Job Financial Planner at ICM Private Client Group, Inc.
Industry Financial Services
Experience
ICM Private Client Group, Inc. August 2015 - Present
SagePoint Financial August 2015 - Present
Albion Soccer Club March 2011 - Present
Education
pacific coast high school
Point Loma Nazarene University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ICM Private Client Group, Inc. August 2015 - Present
SagePoint Financial August 2015 - Present
Albion Soccer Club March 2011 - Present
Education
pacific coast high school
Point Loma Nazarene University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lee Pan Lee Pan's SagePoint Financial Experience December 2008 - May 2010
Job Cofounder at Master Plan Financial
Industry Real Estate
Experience
Master Plan Financial 2010 - Present
Self-employed 2008 - Present
Gateway Financial July 2010 - April 2013
Intero Real Estate Services January 2011 - December 2011
Coldwell Banker October 2009 - December 2010
Sagepoint Financial December 2008 - May 2010
United Airlines August 1990 - April 2008
Interactive Business Systems, Inc. 1989 - 1990
Cimcorp Inc 1988 - 1989
Helene Curtis 1984 - 1988
Education
DePaul University
Master of Science (MS), Computer Science
Eastern Michigan University
Master of Science (MS), Chemistry
National Chung Hsing University
BS, Chemistry
Master Plan Financial 2010 - Present
Self-employed 2008 - Present
Gateway Financial July 2010 - April 2013
Intero Real Estate Services January 2011 - December 2011
Coldwell Banker October 2009 - December 2010
Sagepoint Financial December 2008 - May 2010
United Airlines August 1990 - April 2008
Interactive Business Systems, Inc. 1989 - 1990
Cimcorp Inc 1988 - 1989
Helene Curtis 1984 - 1988
Education
DePaul University
Master of Science (MS), Computer Science
Eastern Michigan University
Master of Science (MS), Chemistry
National Chung Hsing University
BS, Chemistry
Arlene Shepp Smith's SagePoint Financial Experience June 2007 - July 2011
Job Real Estate Agent
Industry Real Estate
Experience
Windermere Real Estate March 2014 - Present
Cisneros Financial June 2007 - November 2013
Huntington Mortgage 1998 - June 2012
SagePoint Financial June 2007 - July 2011
Skills
Office Management, Real Estate, Microsoft Office
Education
Allied Real Estate School
CA Real Estate License, Real Estate
Citrus College
Associate Degree, Business
Pasadena City College
Windermere Real Estate March 2014 - Present
Cisneros Financial June 2007 - November 2013
Huntington Mortgage 1998 - June 2012
SagePoint Financial June 2007 - July 2011
Skills
Office Management, Real Estate, Microsoft Office
Education
Allied Real Estate School
CA Real Estate License, Real Estate
Citrus College
Associate Degree, Business
Pasadena City College
Mahesh Desai, CPA CFA CFP Mahesh Desai, CPA CFA CFP's SagePoint Financial Experience March 2014 - Present
Job CPA & Advisor mdcpacfa@yahoo.com 2812368444
Industry Investment Management
Experience
SagePoint Financial March 2014 - Present
MetLife March 1993 - February 2013
HOS INC February 1992 - March 1993
Indian Oil Corporation February 1987 - November 1991
CPA Firm January 1984 - 1987
Skills
Operational Excellence, Financial Statement..., Internal Controls, Auditing, Securities, Investments, Insurance, Retirement Planning, Risk Management, Wealth Management..., Marketing Strategy, Profitable Growth, Portfolio Management, Financial Analysis, Life Insurance, IRAs, Financial Services, Financial Reporting, Corporate Finance, Fixed Annuities, Retirement, Financial Risk, Asset Management, Investment Management, Finance, Asset Allocation, Equities, Series 7
Education
CFA -CFA Institute 2002 — 2005
CFA, ACCOUNTANCY, INVESTMENT FIXED INCOME EQUITY DERIVATIVES RISK MANAGEMENT ECONOMICS
American Institute of Certified Public Accountants 1993 — 1993
CPA, ACCOUNTANCY, AUDIT, REGULATIONS
FCA - Institute of Chartered Accountants Of India 1987 — 1991
FCA, Accountancy, Finance Investment Managment
The Maharaja Sayajirao University of Baroda 1987 — 1991
Master's degree in, ACCOUNTANCY & AUDITING
SagePoint Financial March 2014 - Present
MetLife March 1993 - February 2013
HOS INC February 1992 - March 1993
Indian Oil Corporation February 1987 - November 1991
CPA Firm January 1984 - 1987
Skills
Operational Excellence, Financial Statement..., Internal Controls, Auditing, Securities, Investments, Insurance, Retirement Planning, Risk Management, Wealth Management..., Marketing Strategy, Profitable Growth, Portfolio Management, Financial Analysis, Life Insurance, IRAs, Financial Services, Financial Reporting, Corporate Finance, Fixed Annuities, Retirement, Financial Risk, Asset Management, Investment Management, Finance, Asset Allocation, Equities, Series 7
Education
CFA -CFA Institute 2002 — 2005
CFA, ACCOUNTANCY, INVESTMENT FIXED INCOME EQUITY DERIVATIVES RISK MANAGEMENT ECONOMICS
American Institute of Certified Public Accountants 1993 — 1993
CPA, ACCOUNTANCY, AUDIT, REGULATIONS
FCA - Institute of Chartered Accountants Of India 1987 — 1991
FCA, Accountancy, Finance Investment Managment
The Maharaja Sayajirao University of Baroda 1987 — 1991
Master's degree in, ACCOUNTANCY & AUDITING
Robert Gallardo Robert Gallardo's SagePoint Financial Experience
Job Senior Technical Support Analyst at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial
Skills
SQL, XP, Disaster Recovery, SharePoint, Unix, Visio, Microsoft SQL Server, Business Analysis, Business Intelligence, Systems Analysis, Software Documentation, Access, Software Installation, Security, Technical Support, Windows XP, Insurance, Vendor Management
Education
South Mountain Community College
SagePoint Financial
Skills
SQL, XP, Disaster Recovery, SharePoint, Unix, Visio, Microsoft SQL Server, Business Analysis, Business Intelligence, Systems Analysis, Software Documentation, Access, Software Installation, Security, Technical Support, Windows XP, Insurance, Vendor Management
Education
South Mountain Community College
Ann Schoenberg Ann Schoenberg's SagePoint Financial Experience October 2012 - Present
Job Financial Advisor with SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial October 2012 - Present
Investment Centers of America August 2011 - October 2012
Western Investments September 2008 - October 2012
Investment Centers of America May 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Leadership, Wealth Management, Fixed Annuities, Customer Service, Retirement, Finance, Strategic Financial..., Series 7, Series 24, Series 66
Education
North Dakota State University 2005 — 2009
BS, Finance
Killdeer High School 1995 — 2005
High School Diploma
SagePoint Financial October 2012 - Present
Investment Centers of America August 2011 - October 2012
Western Investments September 2008 - October 2012
Investment Centers of America May 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Leadership, Wealth Management, Fixed Annuities, Customer Service, Retirement, Finance, Strategic Financial..., Series 7, Series 24, Series 66
Education
North Dakota State University 2005 — 2009
BS, Finance
Killdeer High School 1995 — 2005
High School Diploma
Brian Boesiger Brian Boesiger's SagePoint Financial Experience October 2014 - Present
Job Financial Representative at Benefit Management
Industry Financial Services
Experience
Benefit Management, Inc. 2003 - Present
SagePoint Financial October 2014 - Present
New England Financial, A MetLife Company 2002 - October 2014
Assurity Life 1997 - 2002
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Investments, Life Insurance, Mutual Funds, Health Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Term Life Insurance, Employee Benefits, Management, Insurance, Securities, Finance, Retirement, Long-term Care, Small Business
Education
University of Nebraska-Lincoln 1990 — 1991
Bachelor of Science (BS), Business Administration
Texas Tech University 1988 — 1990
Iowa Western Community College 1986 — 1988
Associate of Arts (A.A.), Business Administration
Benefit Management, Inc. 2003 - Present
SagePoint Financial October 2014 - Present
New England Financial, A MetLife Company 2002 - October 2014
Assurity Life 1997 - 2002
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Investments, Life Insurance, Mutual Funds, Health Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Term Life Insurance, Employee Benefits, Management, Insurance, Securities, Finance, Retirement, Long-term Care, Small Business
Education
University of Nebraska-Lincoln 1990 — 1991
Bachelor of Science (BS), Business Administration
Texas Tech University 1988 — 1990
Iowa Western Community College 1986 — 1988
Associate of Arts (A.A.), Business Administration
Bill Salem Bill Salem's SagePoint Financial Experience November 1994 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
SagePoint Financial November 1994 - Present
Self-Employed 1991 - Present
Skills
Financial Planning, Financial Advisory, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Tax Preparation, Financial Planners, 401k, Financial Analysis, Personal Finance, Estate Planning, Investment Advisory, Wealth Management, Project Management, Management, Customer Service, Strategic Planning, Team Building, Leadership, Finance
Education
Penn State University 1980 — 1984
Bachelor of Science, Finance
Penn State University
SagePoint Financial November 1994 - Present
Self-Employed 1991 - Present
Skills
Financial Planning, Financial Advisory, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Tax Preparation, Financial Planners, 401k, Financial Analysis, Personal Finance, Estate Planning, Investment Advisory, Wealth Management, Project Management, Management, Customer Service, Strategic Planning, Team Building, Leadership, Finance
Education
Penn State University 1980 — 1984
Bachelor of Science, Finance
Penn State University
Michael G. Zeiger Michael G. Zeiger's SagePoint Financial Experience October 2003 - December 2011
Job Financial Advisor
Industry Financial Services
Experience
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Michael K. Johnson Michael K. Johnson's SagePoint Financial Experience September 2013 - Present
Job Transfer Specialist at SagePoint Financial
Industry Retail
Experience
SagePoint Financial September 2013 - Present
Kelly Services October 2012 - September 2013
Accounting Principals July 2012 - July 2012
Oxford Life Insurance Co April 2005 - May 2012
Lucas Group Staffing October 2004 - January 2005
All About People, Inc June 2004 - October 2004
Arizona Central Credit Union May 2000 - January 2004
Mace Security International January 1999 - January 2000
Skills
Bank Reconciliation, Accounting, Cash Management, Accounts Payable, General Ledger, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Accounting, Bank Statements, Banking Software, Accounting System, AS400 system, Lawson General Ledger, Great Plains Software, Sales & Use Tax, Customer Service, Accruals, Budgets, Account Reconciliation, Finance, Financial Reporting, Forecasting, Process Improvement, Accounts Receivable, Internal Audit, Invoicing, Financial Statements, Journal Entries, PeopleSoft, SAP
Education
Arizona State University 1993 — 1996
Bachelor of Science, Accounting
Phoenix College 1992 — 1994
Undergraduate, General Studies & Accounting
SagePoint Financial September 2013 - Present
Kelly Services October 2012 - September 2013
Accounting Principals July 2012 - July 2012
Oxford Life Insurance Co April 2005 - May 2012
Lucas Group Staffing October 2004 - January 2005
All About People, Inc June 2004 - October 2004
Arizona Central Credit Union May 2000 - January 2004
Mace Security International January 1999 - January 2000
Skills
Bank Reconciliation, Accounting, Cash Management, Accounts Payable, General Ledger, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Accounting, Bank Statements, Banking Software, Accounting System, AS400 system, Lawson General Ledger, Great Plains Software, Sales & Use Tax, Customer Service, Accruals, Budgets, Account Reconciliation, Finance, Financial Reporting, Forecasting, Process Improvement, Accounts Receivable, Internal Audit, Invoicing, Financial Statements, Journal Entries, PeopleSoft, SAP
Education
Arizona State University 1993 — 1996
Bachelor of Science, Accounting
Phoenix College 1992 — 1994
Undergraduate, General Studies & Accounting
Mike Van Hoof Mike Van Hoof's SagePoint Financial Experience January 2002 - Present
Job Financial Advisor at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial January 2002 - Present
Van Hoof Investments, Inc. January 1999 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Customer Service, Financial Services, Securities, Finance, Investment Management, Insurance, Series 7, Series 63, Risk Management, Mutual Funds, Wealth Management, Personal Finance, Leadership, Financial Planning
Education
College for Financial Planning 1993 — 1999
Financial Planning Certificate, CFP Professional Education Program
St. Norbert College 1985 — 1989
B.B.A, Business Administration
Xavier High School 1981 — 1985
High School, General Studies
SagePoint Financial January 2002 - Present
Van Hoof Investments, Inc. January 1999 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Customer Service, Financial Services, Securities, Finance, Investment Management, Insurance, Series 7, Series 63, Risk Management, Mutual Funds, Wealth Management, Personal Finance, Leadership, Financial Planning
Education
College for Financial Planning 1993 — 1999
Financial Planning Certificate, CFP Professional Education Program
St. Norbert College 1985 — 1989
B.B.A, Business Administration
Xavier High School 1981 — 1985
High School, General Studies
Gifford Newbury Gifford Newbury's SagePoint Financial Experience October 2012 - Present
Job Advisor Support at Sagepoint Financial
Industry Accounting
Experience
SagePoint Financial October 2012 - Present
Waddell & Reed October 2011 - October 2012
Catholic Charities of Arizona April 2011 - February 2012
TAX Savers December 2010 - August 2011
Wells Fargo June 2010 - November 2010
Liberty Tax Service January 2009 - May 2009
Virmedice December 2007 - December 2008
Strategic Marketing Enterprises February 2007 - September 2007
Ace Hardware September 2006 - January 2007
Skills
Accounting
Education
Arizona State University West 2007 — 2009
Bachelors, Accounting
Glendale Community College
Associate of Science (AS), Accounting
SagePoint Financial October 2012 - Present
Waddell & Reed October 2011 - October 2012
Catholic Charities of Arizona April 2011 - February 2012
TAX Savers December 2010 - August 2011
Wells Fargo June 2010 - November 2010
Liberty Tax Service January 2009 - May 2009
Virmedice December 2007 - December 2008
Strategic Marketing Enterprises February 2007 - September 2007
Ace Hardware September 2006 - January 2007
Skills
Accounting
Education
Arizona State University West 2007 — 2009
Bachelors, Accounting
Glendale Community College
Associate of Science (AS), Accounting
Nick Pastorino Nick Pastorino's SagePoint Financial Experience January 2004 - Present
Job Investment Advisor Representative and Branch Manager with SagePoint Financial
Industry Financial Services
Experience
Independent Capital Management November 2011 - Present
Independent Capital Management January 2004 - Present
SagePoint Financial January 2004 - Present
Independent Capital Management October 2004 - December 2011
Skills
Investments, Retirement Planning, Retirement Savings, 401k Rollovers, College Savings Plans, Management Development, Annuities, Insurance, Sales Management, Estate Planning, Mutual Funds, Retirement, Securities, Financial Advisory, Life Insurance, 401k, IRAs
Education
San Diego State University-California State University 2000 — 2003
Simi Valley High School
Independent Capital Management November 2011 - Present
Independent Capital Management January 2004 - Present
SagePoint Financial January 2004 - Present
Independent Capital Management October 2004 - December 2011
Skills
Investments, Retirement Planning, Retirement Savings, 401k Rollovers, College Savings Plans, Management Development, Annuities, Insurance, Sales Management, Estate Planning, Mutual Funds, Retirement, Securities, Financial Advisory, Life Insurance, 401k, IRAs
Education
San Diego State University-California State University 2000 — 2003
Simi Valley High School
Josh Whanger Josh Whanger's SagePoint Financial Experience September 2010 - October 2011
Job Warehouse Supervisor at Specialty Beverage of Virginia
Industry Logistics and Supply Chain
Experience
Specialty Beverage of Virginia February 2015 - Present
Specialty Beverage of Virginia July 2013 - February 2015
Virginia Business Systems November 2011 - June 2013
SagePoint Financial September 2010 - October 2011
Skills
Sales, Customer Service, Business Development, Managed Print Services, Marketing, Account Management
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Economics, Accounting
Specialty Beverage of Virginia February 2015 - Present
Specialty Beverage of Virginia July 2013 - February 2015
Virginia Business Systems November 2011 - June 2013
SagePoint Financial September 2010 - October 2011
Skills
Sales, Customer Service, Business Development, Managed Print Services, Marketing, Account Management
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Economics, Accounting
Marc Villaflor, Jr. Marc Villaflor, Jr.'s SagePoint Financial Experience July 2011 - January 2013
Job Investment Advisor Representative at Ace Capital
Industry Financial Services
Experience
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Charles Wade Charles Wade's SagePoint Financial Experience January 2011 - October 2011
Job Patient Service Representative
Industry Hospital & Health Care
Experience
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
David Lieberman David Lieberman's SagePoint Financial Experience April 2013 - May 2014
Job Regional Director at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
Martin Narrod Martin Narrod's SagePoint Financial Experience January 2009 - January 2012
Job Expert in Client Development and HighFashion Related Sales
Industry Apparel & Fashion
Experience
The Art of Restoration March 2006 - Present
Dominic Louis June 2012 - October 2012
ODD Boutique March 2012 - July 2012
Bonnie&Clyde's February 2011 - March 2012
SagePoint Financial January 2009 - January 2012
Transmission Atelier April 2008 - October 2011
Nordstrom November 2005 - May 2006
Skills
Fashion Buying, Customer Service, Client Development, Editing, Art Restoration, Oil Painting, Fashion Writing, Marketing Strategy, Styling, Social Networking, Public Relations, Long-term Customer..., Building Relationships, Sales, Driving Sales..., Business Performance..., Client Liaison, Customer Acquisition, Academic Writing, Couture, Showrooms, Websites, Professional Services, Administrative..., Building Clientele, Poetry, Poetry Readings, Personal Financial..., Travel, Lightspeed, Magento, New Store Development, New Store Planning, Professional Driving, Event Planning, DBT, Journalism, Investigative Reporting, Databases, Photography, Art, Shoe Sales, Creative Writing, Creative Writer, Customer Support, Public Speaking, Traveling, Travel Planning, Marketing, Advertising
Education
Columbia College Chicago 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
European Youth Academy 2003 — 2003
not applicable, Czech Language and Culture, Completion
The Art of Restoration March 2006 - Present
Dominic Louis June 2012 - October 2012
ODD Boutique March 2012 - July 2012
Bonnie&Clyde's February 2011 - March 2012
SagePoint Financial January 2009 - January 2012
Transmission Atelier April 2008 - October 2011
Nordstrom November 2005 - May 2006
Skills
Fashion Buying, Customer Service, Client Development, Editing, Art Restoration, Oil Painting, Fashion Writing, Marketing Strategy, Styling, Social Networking, Public Relations, Long-term Customer..., Building Relationships, Sales, Driving Sales..., Business Performance..., Client Liaison, Customer Acquisition, Academic Writing, Couture, Showrooms, Websites, Professional Services, Administrative..., Building Clientele, Poetry, Poetry Readings, Personal Financial..., Travel, Lightspeed, Magento, New Store Development, New Store Planning, Professional Driving, Event Planning, DBT, Journalism, Investigative Reporting, Databases, Photography, Art, Shoe Sales, Creative Writing, Creative Writer, Customer Support, Public Speaking, Traveling, Travel Planning, Marketing, Advertising
Education
Columbia College Chicago 2008 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
European Youth Academy 2003 — 2003
not applicable, Czech Language and Culture, Completion
Dustin Will, ChFC Dustin Will, ChFC's SagePoint Financial Experience October 2014 - Present
Job Financial Representative at Benefit Management
Industry Financial Services
Experience
Benefit Management, Inc. August 2008 - Present
SagePoint Financial October 2014 - Present
New England Financial, A MetLife Company May 2009 - October 2014
University of Nebraska Institutional Research & Academic Affairs January 2006 - April 2009
Skills
Retirement Planning, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Investments, Mutual Funds
Education
The American College 2010 — 2013
Chartered Financial Consultant (ChFC) Designation, Advanced Financial Services Study
University of Nebraska-Lincoln 2005 — 2009
BSBA, Finance, Minors in Economics and Mathematics
Benefit Management, Inc. August 2008 - Present
SagePoint Financial October 2014 - Present
New England Financial, A MetLife Company May 2009 - October 2014
University of Nebraska Institutional Research & Academic Affairs January 2006 - April 2009
Skills
Retirement Planning, Fixed Annuities, Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Investments, Mutual Funds
Education
The American College 2010 — 2013
Chartered Financial Consultant (ChFC) Designation, Advanced Financial Services Study
University of Nebraska-Lincoln 2005 — 2009
BSBA, Finance, Minors in Economics and Mathematics
Raj Budwal Raj Budwal's SagePoint Financial Experience 2001 - Present
Job
Industry Investment Management
Experience
Sagepoint Financial 2001 - Present
Budwal & Associates November 1993 - Present
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Strategic Financial..., Financial Analysis, Asset Management, Loans, Strategic Planning, Retirement Planning, Finance, Real Estate, Mortgage Lending, Financial Planners, Entrepreneurship, Financial Reporting, Insurance, Due Diligence, Business Analysis, Tax, Financial Advisory, Wealth, Accounting, Financial Services, Risk Management, Credit, Banking, Financial Risk, Investment Strategies, Mergers & Acquisitions, Financial Planning
Education
San Jose State University 1988 — 1992
Bachelor's degree, Computer Engineering
Panjab University 1985 — 1987
Master of Science (MS), Nuclear Physics
Sagepoint Financial 2001 - Present
Budwal & Associates November 1993 - Present
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Strategic Financial..., Financial Analysis, Asset Management, Loans, Strategic Planning, Retirement Planning, Finance, Real Estate, Mortgage Lending, Financial Planners, Entrepreneurship, Financial Reporting, Insurance, Due Diligence, Business Analysis, Tax, Financial Advisory, Wealth, Accounting, Financial Services, Risk Management, Credit, Banking, Financial Risk, Investment Strategies, Mergers & Acquisitions, Financial Planning
Education
San Jose State University 1988 — 1992
Bachelor's degree, Computer Engineering
Panjab University 1985 — 1987
Master of Science (MS), Nuclear Physics
Hahn Lee Hahn Lee's SagePoint Financial Experience August 2013 - September 2015
Job Quality of Life Coach at First Talents, Inc.
Industry Financial Services
Experience
First Talents, Inc. April 2003 - Present
Transamerica Agency Network, Inc. August 2015 - Present
SagePoint Financial August 2013 - September 2015
AIG Financial Network June 2006 - August 2015
American General Life and Accident June 2006 - December 2013
Great Real Estate, Inc. February 2009 - June 2013
Treasure Financial May 2007 - September 2011
Skills
Universal Life, Whole Life, Term Life Insurance, Buy-sell Agreements, Key Person Insurance, Brokers, Disability Insurance, Financial Services, Retirement Planning, Recruiting, Health Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Critical Illness, Strategic Financial..., Financial Planners, Coaching, Life Insurance, Retirement, Employee Benefits, Insurance, IRAs, Small Business, Management, Sales Management, Commercial Insurance, Marketing, Training, Team Building, Underwriting
Education
Southern Methodist University 2013 — 2015
Master's degree, Theology/Theological Studies
California State University-Northridge 1997 — 2001
Master, Journalism-Mass Communication
First Talents, Inc. April 2003 - Present
Transamerica Agency Network, Inc. August 2015 - Present
SagePoint Financial August 2013 - September 2015
AIG Financial Network June 2006 - August 2015
American General Life and Accident June 2006 - December 2013
Great Real Estate, Inc. February 2009 - June 2013
Treasure Financial May 2007 - September 2011
Skills
Universal Life, Whole Life, Term Life Insurance, Buy-sell Agreements, Key Person Insurance, Brokers, Disability Insurance, Financial Services, Retirement Planning, Recruiting, Health Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Critical Illness, Strategic Financial..., Financial Planners, Coaching, Life Insurance, Retirement, Employee Benefits, Insurance, IRAs, Small Business, Management, Sales Management, Commercial Insurance, Marketing, Training, Team Building, Underwriting
Education
Southern Methodist University 2013 — 2015
Master's degree, Theology/Theological Studies
California State University-Northridge 1997 — 2001
Master, Journalism-Mass Communication
Iohana Sanchez's SagePoint Financial Experience April 2011 - November 2012
Job Actress/Model
Industry Entertainment
Experience
Triton Models January 2014 - Present
Ramona La Rue December 2012 - January 2014
SagePoint Financial April 2011 - November 2012
M-DCP Department of Food and Nutrition September 2008 - March 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Project Management, Social Media Marketing, Writing, Modeling, Dance, Acting, Administrative..., Administrative..., Public Speaking, Research, Social Networking, Sales, Personal Branding, Customer Service, Leadership, Management, Fashion, Fashion Shows, Promotions, Marketing, Advertising, Editorial, Runway, Entertainment, Project Planning, Event Planning, Online Advertising, Styling, Organizational Behavior, Event Management, Photography
Education
Florida International University - College of Business Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Management, Finance
Triton Models January 2014 - Present
Ramona La Rue December 2012 - January 2014
SagePoint Financial April 2011 - November 2012
M-DCP Department of Food and Nutrition September 2008 - March 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Project Management, Social Media Marketing, Writing, Modeling, Dance, Acting, Administrative..., Administrative..., Public Speaking, Research, Social Networking, Sales, Personal Branding, Customer Service, Leadership, Management, Fashion, Fashion Shows, Promotions, Marketing, Advertising, Editorial, Runway, Entertainment, Project Planning, Event Planning, Online Advertising, Styling, Organizational Behavior, Event Management, Photography
Education
Florida International University - College of Business Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business, Management, Finance
Danilo Kawasaki, CFP® Danilo Kawasaki, CFP®'s SagePoint Financial Experience March 2002 - October 2012
Job VP/COO at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
Geoff Oprandy, CFP®, ChFC®, CLU® Geoff Oprandy, CFP®, ChFC®, CLU®'s SagePoint Financial Experience September 2010 - Present
Job Senior Vice President
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
Stephanie Shafer's SagePoint Financial Experience September 2013 - Present
Job Director of Transition at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
Allen G. Yee, CFP®'s SagePoint Financial Experience 2005 - 2009
Job Wealth Manager | Problem Solver | Educator | Retirement Planning | Investment Management | Estate Planning | Insurance
Industry Financial Services
Experience
First Allied Securities 2009 - Present
Guidant Planning, Inc. 2001 - Present
SagePoint Financial 2005 - 2009
AIG SunAmerica 1996 - 2005
Great Western Financial Securities 1994 - 1996
Great Western Financial Securities 1992 - 1996
Mitsuba Corporation 1990 - 1992
New York Life Insurance Company 1988 - 1990
Education
California State Polytechnic University-Pomona 1983 — 1993
BS, College of Business, Finance Real Estate and Law
College for Financial Planning
Certified Financial Planner
First Allied Securities 2009 - Present
Guidant Planning, Inc. 2001 - Present
SagePoint Financial 2005 - 2009
AIG SunAmerica 1996 - 2005
Great Western Financial Securities 1994 - 1996
Great Western Financial Securities 1992 - 1996
Mitsuba Corporation 1990 - 1992
New York Life Insurance Company 1988 - 1990
Education
California State Polytechnic University-Pomona 1983 — 1993
BS, College of Business, Finance Real Estate and Law
College for Financial Planning
Certified Financial Planner
Kerry Kovacik Kerry Kovacik's SagePoint Financial Experience June 2007 - May 2013
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch: The Heidmann/Jefferson Group May 2013 - Present
SagePoint Financial June 2007 - May 2013
Robert J. Eckhardt & Co., P.C December 2006 - May 2013
Patch.com January 2011 - December 2011
Skills
Microsoft Office, Excel, Photography, Social Media, Mac, Blogging, Digital Photography, Social Media Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Notary Public, Series 6, Series 63, Analysis, Administrative..., Access, Research, Series 7, Outlook, 401k, Customer Service, Investments
Education
St. Joseph's College (NY) 2005 — 2006
Bachelor of Arts, Psychology
SUNY Fredonia 2002 — 2004
Sayville High School 1999 — 2002
Diploma
Merrill Lynch: The Heidmann/Jefferson Group May 2013 - Present
SagePoint Financial June 2007 - May 2013
Robert J. Eckhardt & Co., P.C December 2006 - May 2013
Patch.com January 2011 - December 2011
Skills
Microsoft Office, Excel, Photography, Social Media, Mac, Blogging, Digital Photography, Social Media Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Notary Public, Series 6, Series 63, Analysis, Administrative..., Access, Research, Series 7, Outlook, 401k, Customer Service, Investments
Education
St. Joseph's College (NY) 2005 — 2006
Bachelor of Arts, Psychology
SUNY Fredonia 2002 — 2004
Sayville High School 1999 — 2002
Diploma
Kelsey Rieger's SagePoint Financial Experience June 2010 - September 2010
Job Coordinator of Community Engagement at Museum of Contemporary Art Santa Barbara
Industry Museums and Institutions
Experience
Museum of Contemporary Art Santa Barbara August 2013 - Present
Fine Arts Museums of San Francisco June 2013 - August 2013
Camp Wayne for Girls June 2012 - August 2012
Camp Wayne for Girls June 2011 - August 2011
Cal Poly University Housing August 2009 - June 2011
Cal Poly University Housing July 2010 - September 2010
SagePoint Financial June 2010 - September 2010
Cal Poly University Housing September 2008 - June 2009
Robeks December 2006 - June 2008
Skills
Community Outreach, Program Facilitation, Social Networking, PowerPoint, Microsoft Office, Photoshop, Adobe Creative Suite, Customer Service, Art, Teamwork, Public Speaking, Event Planning, Fine Art, Social Media, Editing, Leadership, Research
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Arts (B.A.), Art and Design
Museum of Contemporary Art Santa Barbara August 2013 - Present
Fine Arts Museums of San Francisco June 2013 - August 2013
Camp Wayne for Girls June 2012 - August 2012
Camp Wayne for Girls June 2011 - August 2011
Cal Poly University Housing August 2009 - June 2011
Cal Poly University Housing July 2010 - September 2010
SagePoint Financial June 2010 - September 2010
Cal Poly University Housing September 2008 - June 2009
Robeks December 2006 - June 2008
Skills
Community Outreach, Program Facilitation, Social Networking, PowerPoint, Microsoft Office, Photoshop, Adobe Creative Suite, Customer Service, Art, Teamwork, Public Speaking, Event Planning, Fine Art, Social Media, Editing, Leadership, Research
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Arts (B.A.), Art and Design
Tom Jacobson Tom Jacobson's SagePoint Financial Experience October 2012 - Present
Job Financial Advisor with Sagepoint Financial
Industry Financial Services
Experience
SagePoint Financial October 2012 - Present
Investment Centers of America February 2007 - October 2012
Northwestern Mutual August 2004 - February 2007
Skills
Personal Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Roth IRA, 401k Rollovers, Portfolio Management
Education
The University of North Dakota 2001 — 2004
Masters of Business Administration, Finance
The University of North Dakota 1997 — 2001
Business, Finance
SagePoint Financial October 2012 - Present
Investment Centers of America February 2007 - October 2012
Northwestern Mutual August 2004 - February 2007
Skills
Personal Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Roth IRA, 401k Rollovers, Portfolio Management
Education
The University of North Dakota 2001 — 2004
Masters of Business Administration, Finance
The University of North Dakota 1997 — 2001
Business, Finance
Chris Dede, CFP® Chris Dede, CFP®'s SagePoint Financial Experience August 2003 - May 2012
Job Regional Supervision Director
Industry Financial Services
Experience
Royal Alliance Associates INC May 2012 - Present
SagePoint Financial August 2003 - May 2012
Skills
Series 7, Series 66, Life and Health License, Series 24, Series 53, Series 4, Certified Financial..., Retirement Planning, Investment Advisory, Securities, Mutual Funds, Retirement, Asset Allocation, IRAs, Estate Planning, Investments, Personal Financial..., FINRA, Fixed Annuities, Uniform Combined State..., Series 63
Education
College for Financial Planning 2010 — 2012
CFP Certification Professional Education Program
The University of South Dakota 1997 — 2001
Bachelor of Science in Business Administration, Management
Lincoln High School
Royal Alliance Associates INC May 2012 - Present
SagePoint Financial August 2003 - May 2012
Skills
Series 7, Series 66, Life and Health License, Series 24, Series 53, Series 4, Certified Financial..., Retirement Planning, Investment Advisory, Securities, Mutual Funds, Retirement, Asset Allocation, IRAs, Estate Planning, Investments, Personal Financial..., FINRA, Fixed Annuities, Uniform Combined State..., Series 63
Education
College for Financial Planning 2010 — 2012
CFP Certification Professional Education Program
The University of South Dakota 1997 — 2001
Bachelor of Science in Business Administration, Management
Lincoln High School
Chase Loper Chase Loper's SagePoint Financial Experience December 2010 - March 2011
Job Budget Analyst for Facilities Mgt
Industry Higher Education
Experience
Duquesne University April 2014 - Present
Duquesne University November 2012 - April 2014
California University of Pennsylvania September 2011 - August 2012
Kmart Corporation November 2006 - August 2011
SagePoint Financial December 2010 - March 2011
California University of Pennsylvania Office of Admissions August 2007 - December 2010
PNC May 2010 - August 2010
Skills
Project Planning, Public Speaking, PowerPoint, Outlook, Microsoft Office, Event Planning, Customer Service, Budgets, Teamwork, Time Management, Community Outreach, Data Analysis, Management, Retail, Strategic Planning, Vendor Management, Program Development, Software Documentation
Education
California University of Pennsylvania 2011 — 2012
Master of Science (M.S.), Business Administration
California University of Pennsylvania 2007 — 2010
BS, Accounting; minors: Finance and Leadership
Duquesne University April 2014 - Present
Duquesne University November 2012 - April 2014
California University of Pennsylvania September 2011 - August 2012
Kmart Corporation November 2006 - August 2011
SagePoint Financial December 2010 - March 2011
California University of Pennsylvania Office of Admissions August 2007 - December 2010
PNC May 2010 - August 2010
Skills
Project Planning, Public Speaking, PowerPoint, Outlook, Microsoft Office, Event Planning, Customer Service, Budgets, Teamwork, Time Management, Community Outreach, Data Analysis, Management, Retail, Strategic Planning, Vendor Management, Program Development, Software Documentation
Education
California University of Pennsylvania 2011 — 2012
Master of Science (M.S.), Business Administration
California University of Pennsylvania 2007 — 2010
BS, Accounting; minors: Finance and Leadership
Jerry Boda Jerry Boda's SagePoint Financial Experience 1990 - Present
Job CERTIFIED FINANCIAL PLANNER (TM)
Industry Investment Management
Experience
Boda Financial Group, Inc. May 1984 - Present
SagePoint Financial 1990 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Finance, Wealth Management..., Financial Services, Wealth Management, Investments, Financial Advisory, FINRA, Certified Financial..., Mutual Funds, Estate Planning, Strategic Planning, Life Insurance, Wealth, Long-term Care
Education
College for Financial Planning 1990 — 1992
CFP, CERTIFIED FINANCIAL PLANNER
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at Austin - Red McCombs School of Business 1980 — 1984
Accounting, Accounting and Finance
Boda Financial Group, Inc. May 1984 - Present
SagePoint Financial 1990 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Finance, Wealth Management..., Financial Services, Wealth Management, Investments, Financial Advisory, FINRA, Certified Financial..., Mutual Funds, Estate Planning, Strategic Planning, Life Insurance, Wealth, Long-term Care
Education
College for Financial Planning 1990 — 1992
CFP, CERTIFIED FINANCIAL PLANNER
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at Austin - Red McCombs School of Business 1980 — 1984
Accounting, Accounting and Finance
Scot Klein Scot Klein's SagePoint Financial Experience July 2013 - Present
Job Investment Advisor Representative at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial July 2013 - Present
Greg Haxton, Broker May 2013 - Present
Klein Companies August 2012 - Present
Olive Crest December 2010 - Present
Klein Family Foundation May 2003 - Present
JP Morgan Chase May 2011 - August 2012
Tax & Financial Group January 2010 - March 2011
VF Engineering October 2007 - October 2009
Express Films June 2005 - October 2007
Cole Financial, LLC May 2003 - August 2005
Skills
Marketing, Customer Service, Sales, Microsoft Office, Advertising, PowerPoint, Series 7, Research, Inventory Management, Consulting, QuickBooks, Collateral, Editing, Web Site Production, Troubleshooting, Video, Video Editing, Television, Film Production, Sound, Uniform Combined State..., Photography, Management, Graphic Design, Finance, Social Networking
Education
Concordia University Irvine 2001 — 2005
Bachelors, Business Management, Information Technology
Lutheran High Orange 1997 — 2001
SagePoint Financial July 2013 - Present
Greg Haxton, Broker May 2013 - Present
Klein Companies August 2012 - Present
Olive Crest December 2010 - Present
Klein Family Foundation May 2003 - Present
JP Morgan Chase May 2011 - August 2012
Tax & Financial Group January 2010 - March 2011
VF Engineering October 2007 - October 2009
Express Films June 2005 - October 2007
Cole Financial, LLC May 2003 - August 2005
Skills
Marketing, Customer Service, Sales, Microsoft Office, Advertising, PowerPoint, Series 7, Research, Inventory Management, Consulting, QuickBooks, Collateral, Editing, Web Site Production, Troubleshooting, Video, Video Editing, Television, Film Production, Sound, Uniform Combined State..., Photography, Management, Graphic Design, Finance, Social Networking
Education
Concordia University Irvine 2001 — 2005
Bachelors, Business Management, Information Technology
Lutheran High Orange 1997 — 2001
Darnell Johnson's SagePoint Financial Experience January 2014 - Present
Job Trade Specialist
Industry Financial Services
Experience
SagePoint Financial January 2014 - Present
Chase Bank June 2011 - December 2013
Charles Schwab September 2006 - May 2011
Realty Expert October 2004 - September 2006
Vanguard Group August 2005 - December 2005
Verizon January 1997 - January 2002
Skills
Finance, Banking, Investments, Budgets, Loans, Customer Service, Real Estate, Payroll, Accounting, Financial Services, Advertising, Retirement Planning, Investors, Sellers, Security, Credit, Mortgage Lending, Equities
Education
Grand Canyon University 2013 — 2017
Bachelors, Accounting
Glendale Community College 2009 — 2012
Arizona School of Real Estate Business
Real estate
Glendale Community College
SagePoint Financial January 2014 - Present
Chase Bank June 2011 - December 2013
Charles Schwab September 2006 - May 2011
Realty Expert October 2004 - September 2006
Vanguard Group August 2005 - December 2005
Verizon January 1997 - January 2002
Skills
Finance, Banking, Investments, Budgets, Loans, Customer Service, Real Estate, Payroll, Accounting, Financial Services, Advertising, Retirement Planning, Investors, Sellers, Security, Credit, Mortgage Lending, Equities
Education
Grand Canyon University 2013 — 2017
Bachelors, Accounting
Glendale Community College 2009 — 2012
Arizona School of Real Estate Business
Real estate
Glendale Community College
Shawn Fiske, CRPC Shawn Fiske, CRPC's SagePoint Financial Experience July 2009 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial July 2009 - Present
Ameriprise Financial Services, Inc. April 2005 - July 2009
Emerson Swan February 2001 - April 2005
L.E. Mason February 1998 - February 2001
Skills
Strategic Financial..., Retirement, Investments, Long Term Care Insurance, Financial Goals, Life Insurance, Accounting, Retirement Planning, Series 7, Mutual Funds, Estate Planning, Wealth Management, Asset Allocation, Payroll, Education Funding, Series 63, Portfolio Management, Accounts Payable, Investment Advisory, Accounts Receivable
Education
Salem State University 1990 — 1994
BS, Accounting
Coyle Cassidy High School 1983 — 1987
SagePoint Financial July 2009 - Present
Ameriprise Financial Services, Inc. April 2005 - July 2009
Emerson Swan February 2001 - April 2005
L.E. Mason February 1998 - February 2001
Skills
Strategic Financial..., Retirement, Investments, Long Term Care Insurance, Financial Goals, Life Insurance, Accounting, Retirement Planning, Series 7, Mutual Funds, Estate Planning, Wealth Management, Asset Allocation, Payroll, Education Funding, Series 63, Portfolio Management, Accounts Payable, Investment Advisory, Accounts Receivable
Education
Salem State University 1990 — 1994
BS, Accounting
Coyle Cassidy High School 1983 — 1987
Dennis Brewster Dennis Brewster's SagePoint Financial Experience February 1983 - Present
Job Branch Manager and Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 1983 - Present
Financial Planning Association (FPA) February 2007 - Present
National Junior Basketball August 2003 - August 2013
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Wealth Management
Education
University of Denver 1981 — 1982
MBA, Finance
Babson College 1977 — 1981
Bachelor of Science (B.S.), Finance
SagePoint Financial February 1983 - Present
Financial Planning Association (FPA) February 2007 - Present
National Junior Basketball August 2003 - August 2013
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Wealth Management
Education
University of Denver 1981 — 1982
MBA, Finance
Babson College 1977 — 1981
Bachelor of Science (B.S.), Finance
Dru J. Schneeberger's SagePoint Financial Experience August 2013 - January 2014
Job Financial Advisor @ VALIC Financial Advisors
Industry Financial Services
Experience
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
Pat Weigel Pat Weigel's SagePoint Financial Experience March 2009 - May 2013
Job Financial Advocate at 21st Century Financial
Industry Financial Services
Experience
21st Century Financial June 2013 - Present
Lutheran High School East January 2011 - May 2013
SagePoint Financial March 2009 - May 2013
Life Skills Centers August 2008 - June 2010
Chagrin Falls High School August 1995 - June 2008
Skills
Financial Services, Lifestyle Protection, Wealth Accumulation..., Retirement Planning, Investment Strategies, Financial Modeling, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
The University of Akron 1997 — 1998
Master of Education (M.Ed.)
Miami University 1984 — 1989
Bachelor of Science (BS)
Buckeye Senior High School 1980 — 1984
21st Century Financial June 2013 - Present
Lutheran High School East January 2011 - May 2013
SagePoint Financial March 2009 - May 2013
Life Skills Centers August 2008 - June 2010
Chagrin Falls High School August 1995 - June 2008
Skills
Financial Services, Lifestyle Protection, Wealth Accumulation..., Retirement Planning, Investment Strategies, Financial Modeling, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
The University of Akron 1997 — 1998
Master of Education (M.Ed.)
Miami University 1984 — 1989
Bachelor of Science (BS)
Buckeye Senior High School 1980 — 1984
Paul Cotofana's SagePoint Financial Experience April 2013 - April 2015
Job Regional Supervision Manager at SagePoint Financial
Industry Financial Services
Experience
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
AIG Advisor Group July 2014 - Present
SagePoint Financial April 2013 - April 2015
SagPoint Financial, AIG Advisor Group May 2010 - April 2013
SagePoint Financial, AIG AdvisorGroup December 2007 - May 2010
MFS Investment Management January 2007 - November 2007
Skills
Series 7, Finance, Securities, Networking, Mutual Funds, Series 63, Series 66, Series 24, Series 53, Suitability Review, Transaction Review, Account Supervision, Financial Advisory, Investments, Relationship Management, Retirement Planning, Alternative Investments, Financial Services, FINRA
Education
California State University-Chico 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration/Marketing
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration with concentration in Marketing, 3.5
Charles Bull Charles Bull's SagePoint Financial Experience May 2010 - August 2010
Job Financial Analyst at Pfizer
Industry Pharmaceuticals
Experience
Pfizer November 2014 - Present
CFA Institute May 2014 - November 2014
North Carolina State University January 2014 - May 2014
Genworth Financial November 2011 - July 2013
BrownGreer PLC August 2010 - November 2011
SagePoint Financial May 2010 - August 2010
Skills
Portfolio Management, Retirement Planning, Life Insurance, Finance, Long-term Care, Data Analysis, Asset Allocation, Investments, Mutual Funds, Business Analysis, Big Data, Cross-functional Team..., Business Strategy, Public Speaking, Analysis, Microsoft Office, Customer Service, Leadership, Microsoft Excel, PowerPoint, Marketing, Financial Analysis
Education
North Carolina State University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Hampden-Sydney College 2006 — 2010
BA, Economics and Commerce
Pfizer November 2014 - Present
CFA Institute May 2014 - November 2014
North Carolina State University January 2014 - May 2014
Genworth Financial November 2011 - July 2013
BrownGreer PLC August 2010 - November 2011
SagePoint Financial May 2010 - August 2010
Skills
Portfolio Management, Retirement Planning, Life Insurance, Finance, Long-term Care, Data Analysis, Asset Allocation, Investments, Mutual Funds, Business Analysis, Big Data, Cross-functional Team..., Business Strategy, Public Speaking, Analysis, Microsoft Office, Customer Service, Leadership, Microsoft Excel, PowerPoint, Marketing, Financial Analysis
Education
North Carolina State University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Hampden-Sydney College 2006 — 2010
BA, Economics and Commerce
Carlos Quintana Carlos Quintana's SagePoint Financial Experience June 2012 - 2013
Job CEO of Quint Labs, Inc, CFO of Quint Tax Services, LION
Industry Financial Services
Experience
Quint Labs, Inc. January 2015 - Present
Quint Tax Services January 2010 - Present
Small Business Strategy Magazine May 2012 - Present
SagePoint Financial June 2012 - 2013
Sprint January 2008 - January 2010
Skills
Finance, Financial Analysis, Entrepreneurship, Analysis, Financial Forecasting, Investments, Corporate Finance, Investor Relations, Due Diligence, Financial Modeling, Trend Forecasting, Accounting, Private Equity, Mergers & Acquisitions, Capital Budgeting, Investment Advisory, Tax Preparation, Tax-advantaged..., Regression Testing, Regression Analysis, Inventory Analysis, Corporate Tax Planning, Business Tax Planning, Personal Tax Planning, Management, Team Leadership
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (B.B.A.), Finance, General
Mt. San Antonio College
Associate of Arts (AA), Business Administration and Management, General
Quint Labs, Inc. January 2015 - Present
Quint Tax Services January 2010 - Present
Small Business Strategy Magazine May 2012 - Present
SagePoint Financial June 2012 - 2013
Sprint January 2008 - January 2010
Skills
Finance, Financial Analysis, Entrepreneurship, Analysis, Financial Forecasting, Investments, Corporate Finance, Investor Relations, Due Diligence, Financial Modeling, Trend Forecasting, Accounting, Private Equity, Mergers & Acquisitions, Capital Budgeting, Investment Advisory, Tax Preparation, Tax-advantaged..., Regression Testing, Regression Analysis, Inventory Analysis, Corporate Tax Planning, Business Tax Planning, Personal Tax Planning, Management, Team Leadership
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (B.B.A.), Finance, General
Mt. San Antonio College
Associate of Arts (AA), Business Administration and Management, General
Justin McLiverty Justin McLiverty's SagePoint Financial Experience August 2014 - Present
Job Financial Advisor at SagePoint Financial
Industry Accounting
Experience
SagePoint Financial August 2014 - Present
BNY Mellon June 2013 - Present
Bristol Gardens Nursery/Landscape May 2011 - August 2012
Tim Horton’s August 2008 - August 2010
Skills
Accounting, Time Management, Social Skills, Hardwork, Finance, Lacrosse, Teamwork, Communication, Coaching, Organization, Public Speaking, Internships, Financial Accounting, Financial Analysis, Corporate Tax, State Tax, Apportionment, Processing, Microsoft Excel, PeopleSoft, Outlook, Lync Server 2010
Education
Robert Morris University 2010 — 2014
Accounting and Finance
SagePoint Financial August 2014 - Present
BNY Mellon June 2013 - Present
Bristol Gardens Nursery/Landscape May 2011 - August 2012
Tim Horton’s August 2008 - August 2010
Skills
Accounting, Time Management, Social Skills, Hardwork, Finance, Lacrosse, Teamwork, Communication, Coaching, Organization, Public Speaking, Internships, Financial Accounting, Financial Analysis, Corporate Tax, State Tax, Apportionment, Processing, Microsoft Excel, PeopleSoft, Outlook, Lync Server 2010
Education
Robert Morris University 2010 — 2014
Accounting and Finance
Blake Green Blake Green's SagePoint Financial Experience May 2012 - April 2013
Job Commercial Energy Advisor at SolarCity
Industry Renewables & Environment
Experience
SolarCity November 2014 - Present
SolarCity October 2013 - November 2014
Tri May 2013 - October 2013
Keystone Insurance January 2013 - October 2013
SagePoint Financial May 2012 - April 2013
Independent Capital Management May 2012 - April 2013
Grainger May 2007 - September 2008
Varian Medical Systems May 2006 - July 2007
US Army July 2001 - November 2003
US Army July 2001 - November 2003
Skills
Health Insurance, Life Insurance, Mutual Funds, 401k Rollovers, Military, SAP, Personal Finance, Military Logistics, Tax Advisory, Renewable Energy, Solar Energy, Energy Efficiency, Integration
Education
College of Southern Nevada 2008 — 2013
Associate's degree, Finance and Financial Management Services, 3.5
College of Southern Nevada 2004 — 2006
Associate's degree, Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician, 3.6
Community College High School 2000 — 2001
High School Diploma, General Education
SolarCity November 2014 - Present
SolarCity October 2013 - November 2014
Tri May 2013 - October 2013
Keystone Insurance January 2013 - October 2013
SagePoint Financial May 2012 - April 2013
Independent Capital Management May 2012 - April 2013
Grainger May 2007 - September 2008
Varian Medical Systems May 2006 - July 2007
US Army July 2001 - November 2003
US Army July 2001 - November 2003
Skills
Health Insurance, Life Insurance, Mutual Funds, 401k Rollovers, Military, SAP, Personal Finance, Military Logistics, Tax Advisory, Renewable Energy, Solar Energy, Energy Efficiency, Integration
Education
College of Southern Nevada 2008 — 2013
Associate's degree, Finance and Financial Management Services, 3.5
College of Southern Nevada 2004 — 2006
Associate's degree, Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician, 3.6
Community College High School 2000 — 2001
High School Diploma, General Education
David McCaghren David McCaghren's SagePoint Financial Experience 1994 - Present
Job Financial Advisor, SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial 1994 - Present
Mills, McCaghren & Associates January 1991 - Present
Education
The American College
FSS
The American College 1990 — 1994
LUTCF
Texas Tech University 1976 — 1978
B.S., Agriculture Engineering
SagePoint Financial 1994 - Present
Mills, McCaghren & Associates January 1991 - Present
Education
The American College
FSS
The American College 1990 — 1994
LUTCF
Texas Tech University 1976 — 1978
B.S., Agriculture Engineering
Priscilla Parker Priscilla Parker's SagePoint Financial Experience June 2002 - April 2009
Job Training Consultant at Encore Capital Group
Industry Professional Training & Coaching
Experience
Encore Capital Group March 2014 - Present
The GMarie Group June 2009 - Present
First Allied Securities May 2010 - December 2012
SagePoint Financial June 2002 - April 2009
America West Airlines July 1999 - May 2002
Skills
Coaching, Customer Service, Building Relationships, Public Speaking, Leadership Development, Etiquette, Training Delivery, Team Building, Business Writing, Time Management, Strategic Planning, Training, Assistants, Instructor-led Training, E-Learning, Blended Learning, Transitioning, Technical Writing, Leadership, Management
Education
San Diego State University-California State University 1982 — 1986
BA, Liberal Studies with Emphasis in Chidlhood Socialization and Development
Encore Capital Group March 2014 - Present
The GMarie Group June 2009 - Present
First Allied Securities May 2010 - December 2012
SagePoint Financial June 2002 - April 2009
America West Airlines July 1999 - May 2002
Skills
Coaching, Customer Service, Building Relationships, Public Speaking, Leadership Development, Etiquette, Training Delivery, Team Building, Business Writing, Time Management, Strategic Planning, Training, Assistants, Instructor-led Training, E-Learning, Blended Learning, Transitioning, Technical Writing, Leadership, Management
Education
San Diego State University-California State University 1982 — 1986
BA, Liberal Studies with Emphasis in Chidlhood Socialization and Development
Leah Jacot Leah Jacot's SagePoint Financial Experience 2005 - March 2011
Job Happy
Industry Financial Services
Experience
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Lisa L. Burton Lisa L. Burton's SagePoint Financial Experience March 2012 - June 2012
Job Sales Associate
Industry Retail
Experience
Victoria's Secret November 2011 - Present
SagePoint Financial March 2012 - June 2012
Tender-Hearts Learning Center May 2011 - November 2011
Family Dollar January 2007 - August 2010
Skills
Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Retail, Store Management, Customer Service, Cashiering, Customer Satisfaction, Goal Oriented, Friendly Personality, Organized Multi-tasker
Education
Baker College of Clinton Township 2006 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.48 GPA
Victoria's Secret November 2011 - Present
SagePoint Financial March 2012 - June 2012
Tender-Hearts Learning Center May 2011 - November 2011
Family Dollar January 2007 - August 2010
Skills
Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Retail, Store Management, Customer Service, Cashiering, Customer Satisfaction, Goal Oriented, Friendly Personality, Organized Multi-tasker
Education
Baker College of Clinton Township 2006 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.48 GPA
Scot Fairchild, CFP, EA Scot Fairchild, CFP, EA's SagePoint Financial Experience January 1998 - August 2012
Job Certified Financial Planner, Enrolled Agent at Success Tax & Financial, Wealth Manager at RJL Wealth Management, LLC
Industry Financial Services
Experience
RJL Wealth Management, LLC August 2012 - Present
Success Tax & Financial 1992 - Present
SagePoint Financial January 1998 - August 2012
Skills
Strategic Financial..., Financial Planners, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Advisory, Wealth Management, Wealth, Fixed Annuities, Retirement, Securities, Financial Services, Real Estate, Certified Financial..., Series 7, Series 63, Small Business, Investments, Financial Analysis, Uniform Combined State..., Finance, FINRA, IRAs, Estate Planning, Retirement Planning, Asset Management, Investment Advisory, Portfolio Management, Investment Strategies, 401k Rollovers
Education
Northern Arizona University, College of Business Administration 1989 — 1992
Bachelors, Finance, Accounting
RJL Wealth Management, LLC August 2012 - Present
Success Tax & Financial 1992 - Present
SagePoint Financial January 1998 - August 2012
Skills
Strategic Financial..., Financial Planners, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Advisory, Wealth Management, Wealth, Fixed Annuities, Retirement, Securities, Financial Services, Real Estate, Certified Financial..., Series 7, Series 63, Small Business, Investments, Financial Analysis, Uniform Combined State..., Finance, FINRA, IRAs, Estate Planning, Retirement Planning, Asset Management, Investment Advisory, Portfolio Management, Investment Strategies, 401k Rollovers
Education
Northern Arizona University, College of Business Administration 1989 — 1992
Bachelors, Finance, Accounting
MaLinda Hammond-MACH Financial Group MaLinda Hammond-MACH Financial Group's SagePoint Financial Experience November 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
SagePoint Financial November 2011 - Present
Texas Air National Guard September 2005 - Present
Saunders & Associates July 2009 - November 2011
USAF May 1999 - September 2005
Skills
Insurance, Financial Planners, Retirement Planning, Estate Planning, Investments, Strategic Planning, Team Building, Long-term Care, Leadership, Small Business, Leadership Development, Life Insurance, Financial Services, Retirement, Public Speaking, Securities, Investment Strategies, Financial Advisory, Finance, Strategic Financial..., 401k, Financial Planning, Fixed Annuities
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Certification of Financial Planning, Financial Planning
University of Alabama 1994 — 1999
B.A., History
SagePoint Financial November 2011 - Present
Texas Air National Guard September 2005 - Present
Saunders & Associates July 2009 - November 2011
USAF May 1999 - September 2005
Skills
Insurance, Financial Planners, Retirement Planning, Estate Planning, Investments, Strategic Planning, Team Building, Long-term Care, Leadership, Small Business, Leadership Development, Life Insurance, Financial Services, Retirement, Public Speaking, Securities, Investment Strategies, Financial Advisory, Finance, Strategic Financial..., 401k, Financial Planning, Fixed Annuities
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Certification of Financial Planning, Financial Planning
University of Alabama 1994 — 1999
B.A., History
Daniel Sigman, MBA, CFP® Daniel Sigman, MBA, CFP®'s SagePoint Financial Experience March 2012 - Present
Job Financial Advisor at Focus Retirement Group, Inc.
Industry Financial Services
Experience
SagePoint Financial March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
New England Securities July 2010 - March 2012
Ameriprise Financial Services, Inc. May 2005 - July 2010
Citicorp Investment Services May 2004 - May 2005
American Express Financial Advisors May 2002 - May 2004
Skills
Retirement, Securities, Retirement Planning, Wealth Management, Employee Benefits, Series 7, Wealth, Estate Planning, Personal Finance, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, International Business, Entrepreneurship
Illinois State University 1983 — 1987
BA, Communications, English
SagePoint Financial March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
New England Securities July 2010 - March 2012
Ameriprise Financial Services, Inc. May 2005 - July 2010
Citicorp Investment Services May 2004 - May 2005
American Express Financial Advisors May 2002 - May 2004
Skills
Retirement, Securities, Retirement Planning, Wealth Management, Employee Benefits, Series 7, Wealth, Estate Planning, Personal Finance, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, International Business, Entrepreneurship
Illinois State University 1983 — 1987
BA, Communications, English
Matthew Schlueter Matthew Schlueter's SagePoint Financial Experience December 1997 - Present
Job Chief Operating Officer at AIG Advisor Group
Industry Financial Services
Experience
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Jamie Palfai Jamie Palfai's SagePoint Financial Experience October 2005 - July 2009
Job Securities Law/Commercial Litigation Attorney
Industry Law Practice
Experience
Baugh Dalton, LLC (Arizona Branch Office) July 2009 - Present
SagePoint Financial October 2005 - July 2009
Arizona Corporation Commission - Securities Division 1998 - 2005
Education
University of Arizona College of Law 1993 — 1996
Juris Doctor (J.D.), Magna cum Laude, Order of the Coif
McGill University
Bachelor of Science (B.S.), Physiology
Baugh Dalton, LLC (Arizona Branch Office) July 2009 - Present
SagePoint Financial October 2005 - July 2009
Arizona Corporation Commission - Securities Division 1998 - 2005
Education
University of Arizona College of Law 1993 — 1996
Juris Doctor (J.D.), Magna cum Laude, Order of the Coif
McGill University
Bachelor of Science (B.S.), Physiology
Anne Hoopes's SagePoint Financial Experience June 2008 - June 2011
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Nicholas Kaczka Nicholas Kaczka's SagePoint Financial Experience May 2013 - January 2014
Job Financial Services Professional at MassMutual Pittsburgh
Industry Financial Services
Experience
MassMutual Pittsburgh January 2014 - Present
SagePoint Financial May 2013 - January 2014
Lincoln Financial Group May 2011 - August 2011
Skills
Microsoft Word, Financial Reporting, Strategic Financial..., Life Insurance, Investments, Financial Accounting, Financial Modeling, Microsoft Office, Microsoft Excel, Morningstar, French, Piano
Education
Penn State University 2009 — 2013
Bachelor's degree, Accounting
Penn State University 2009 — 2013
Accounting
MassMutual Pittsburgh January 2014 - Present
SagePoint Financial May 2013 - January 2014
Lincoln Financial Group May 2011 - August 2011
Skills
Microsoft Word, Financial Reporting, Strategic Financial..., Life Insurance, Investments, Financial Accounting, Financial Modeling, Microsoft Office, Microsoft Excel, Morningstar, French, Piano
Education
Penn State University 2009 — 2013
Bachelor's degree, Accounting
Penn State University 2009 — 2013
Accounting
Garrett Watson Garrett Watson's SagePoint Financial Experience November 2013 - September 2014
Job Operations Manager at The Regus Group
Industry Commercial Real Estate
Experience
The Regus Group October 2014 - Present
The Regus Group September 2014 - October 2014
SagePoint Financial November 2013 - September 2014
CoStar Group July 2013 - November 2013
Ace Temporaries, Inc. September 2012 - June 2013
Skills
Public Relations, Management, Customer Service, Public Speaking, Marketing, Project Management, Microsoft Office, Social Networking, Social Media, Leadership, Editing, Contract Management, Commercial Real Estate, Procurement, Marketing Strategy, Commercial Real Estate..., Sales, Strategic Planning, Event Planning
Education
Old Dominion University 2009 — 2012
Bachelor's Degree, BS, Communications: Media and Broadcasting; Business
University of Virginia 2014 — 2015
Graduate Certificate, Procurement and Contracts Management
The Regus Group October 2014 - Present
The Regus Group September 2014 - October 2014
SagePoint Financial November 2013 - September 2014
CoStar Group July 2013 - November 2013
Ace Temporaries, Inc. September 2012 - June 2013
Skills
Public Relations, Management, Customer Service, Public Speaking, Marketing, Project Management, Microsoft Office, Social Networking, Social Media, Leadership, Editing, Contract Management, Commercial Real Estate, Procurement, Marketing Strategy, Commercial Real Estate..., Sales, Strategic Planning, Event Planning
Education
Old Dominion University 2009 — 2012
Bachelor's Degree, BS, Communications: Media and Broadcasting; Business
University of Virginia 2014 — 2015
Graduate Certificate, Procurement and Contracts Management
Don Barrere's SagePoint Financial Experience January 2010 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
SagePoint Financial January 2010 - Present
Other Broker Dealer December 2010 - January 2014
Skills
Investments, Mutual Funds, Securities, Asset Management, Portfolio Management, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 2001 — 2003
M.B.A., International Business
Kent State University 1967 — 1971
Bachelor's Degree, Psychology
Nova Southeastern University
All But Dissertation :-(, International Business
SagePoint Financial January 2010 - Present
Other Broker Dealer December 2010 - January 2014
Skills
Investments, Mutual Funds, Securities, Asset Management, Portfolio Management, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 2001 — 2003
M.B.A., International Business
Kent State University 1967 — 1971
Bachelor's Degree, Psychology
Nova Southeastern University
All But Dissertation :-(, International Business
Dalton Renninger Dalton Renninger's SagePoint Financial Experience 2013 - 2013
Job Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services October 2013 - Present
Craig Renninger Construction June 2007 - September 2013
SagePoint Financial 2013 - 2013
Hickory Valley Golf Club April 2010 - August 2012
Skills
Hold Series 6 and 63..., Form PF and PQR..., Microsoft Excel, Microsoft Word, Outlook, Accounting, Finance, Financial Accounting, Financial Reporting, Financial Statements, GAAP, IFRS, Cash Flow, US GAAP, Sarbanes-Oxley Act, Bloomberg, Teamwork
Education
Penn State University 2009 — 2013
BS, Accounting
Pennsylvania State University Smeal College of Business 2009 — 2013
BS, Accounting, GPA: 3.15
Alvernia University
Citco Fund Services October 2013 - Present
Craig Renninger Construction June 2007 - September 2013
SagePoint Financial 2013 - 2013
Hickory Valley Golf Club April 2010 - August 2012
Skills
Hold Series 6 and 63..., Form PF and PQR..., Microsoft Excel, Microsoft Word, Outlook, Accounting, Finance, Financial Accounting, Financial Reporting, Financial Statements, GAAP, IFRS, Cash Flow, US GAAP, Sarbanes-Oxley Act, Bloomberg, Teamwork
Education
Penn State University 2009 — 2013
BS, Accounting
Pennsylvania State University Smeal College of Business 2009 — 2013
BS, Accounting, GPA: 3.15
Alvernia University
David Facey, CAIA's SagePoint Financial Experience April 2006 - August 2013
Job Capital Markets | Project Management | Financial Analytics | Derivatives Trading
Industry Financial Services
Experience
PricewaterhouseCoopers LLP February 2014 - Present
AIA Group August 2013 - November 2013
SagePoint Financial April 2006 - August 2013
Skills
Finance, Financial Services, Financial Analysis, Financial Markets, Capital Markets, Derivatives Trading, Hedge Funds, Foreign Exchange, Bloomberg Terminal, Project Management, Regulatory Compliance, Business Acumen, Business Process..., Relationship Cultivation, Consultative Marketing..., Customer Satisfaction, Series 7, Series 3, Series 30, Management Consulting, Cross-functional Team..., General Securities..., Level II Candidate,..., Microsoft Office, Computer Proficiency in..., Accounting
Education
Louisiana State University 2008 — 2013
Bachelor of Science (BS), Finance
PricewaterhouseCoopers LLP February 2014 - Present
AIA Group August 2013 - November 2013
SagePoint Financial April 2006 - August 2013
Skills
Finance, Financial Services, Financial Analysis, Financial Markets, Capital Markets, Derivatives Trading, Hedge Funds, Foreign Exchange, Bloomberg Terminal, Project Management, Regulatory Compliance, Business Acumen, Business Process..., Relationship Cultivation, Consultative Marketing..., Customer Satisfaction, Series 7, Series 3, Series 30, Management Consulting, Cross-functional Team..., General Securities..., Level II Candidate,..., Microsoft Office, Computer Proficiency in..., Accounting
Education
Louisiana State University 2008 — 2013
Bachelor of Science (BS), Finance
Andrew Mulder, CRPS® Andrew Mulder, CRPS®'s SagePoint Financial Experience September 2010 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
SagePoint Financial September 2010 - Present
McCoy Student Managed Investment Fund August 2009 - May 2010
SagePoint Financial June 2008 - December 2009
Assent LLC June 2009 - October 2009
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans
Education
Texas State University 2005 — 2010
BBA, Finance
SagePoint Financial September 2010 - Present
SagePoint Financial September 2010 - Present
McCoy Student Managed Investment Fund August 2009 - May 2010
SagePoint Financial June 2008 - December 2009
Assent LLC June 2009 - October 2009
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Series 7, IRAs, 401k Rollovers, 401k, Qualified Retirement..., Wealth Management, Multi-generational..., Estate Planning, Series 66, Licensed Life Insurance..., Retirement Plan..., Roth IRA, Employee Stock Options, 10b5-1 Plans
Education
Texas State University 2005 — 2010
BBA, Finance
Nicholas Grucz Nicholas Grucz's SagePoint Financial Experience May 2012 - Present
Job Financial Representative Internship at Northwestern Mutual
Industry Higher Education
Experience
Northwestern Mutual May 2015 - Present
SagePoint Financial May 2012 - Present
Center Line High School November 2012 - September 2013
Education
Wayne State University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Central Michigan University 2011 — 2012
Crestwood High School 2007 — 2011
High School Diploma
Northwestern Mutual May 2015 - Present
SagePoint Financial May 2012 - Present
Center Line High School November 2012 - September 2013
Education
Wayne State University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Central Michigan University 2011 — 2012
Crestwood High School 2007 — 2011
High School Diploma
Daniel Eiben Daniel Eiben's SagePoint Financial Experience May 2014 - January 2015
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment March 2015 - Present
SagePoint Financial May 2014 - January 2015
Economic Research Institute of Erie May 2013 - May 2014
Allegheny College January 2013 - May 2013
Crawford Community Heritage Foundation February 2012 - May 2012
Allegheny College June 2011 - December 2011
Education
Penn State Behrend 2013 — 2014
Master of Business Administration (MBA) Candidate, Business Administration and Management, General
Allegheny College 2009 — 2013
Bachelor of Arts (Expected), Economics
Fairview High School 2004 — 2009
Lincoln Investment March 2015 - Present
SagePoint Financial May 2014 - January 2015
Economic Research Institute of Erie May 2013 - May 2014
Allegheny College January 2013 - May 2013
Crawford Community Heritage Foundation February 2012 - May 2012
Allegheny College June 2011 - December 2011
Education
Penn State Behrend 2013 — 2014
Master of Business Administration (MBA) Candidate, Business Administration and Management, General
Allegheny College 2009 — 2013
Bachelor of Arts (Expected), Economics
Fairview High School 2004 — 2009
Scot Smith Scot Smith's SagePoint Financial Experience May 2012 - Present
Job Wealth Advisor
Industry Financial Services
Experience
SagePoint Financial May 2012 - Present
Flathers Financial Group January 2011 - Present
Toyota Motor Sales, USA May 1990 - December 2010
Education
Rochester Institute of Technology 1986 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Warren Regional High School 1982 — 1986
SagePoint Financial May 2012 - Present
Flathers Financial Group January 2011 - Present
Toyota Motor Sales, USA May 1990 - December 2010
Education
Rochester Institute of Technology 1986 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Warren Regional High School 1982 — 1986
Richard Gault ChFC(R)'s SagePoint Financial Experience June 1983 - December 2014
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2015 - Present
SagePoint Financial June 1983 - December 2014
Escondido High School District August 1973 - June 1982
Eagle Rock High School August 1971 - June 1973
Mt Gleason Jr High, LA City Schools September 1968 - June 1971
Skills
Retirement Planning, Mutual Funds, Financial Planning, Retirement, Wealth Management, Life and Disability..., Investment Advisory, Long Term Care Insurance, 403b/457planning, 529 Plans, Roth IRA, IRA Rollovers, Traditional IRA
Education
Murray State University 1963 — 1968
Bachelor's degree, Kinesiology and Exercise Science, Minors in Business and Fine Arts
Lincoln Investment January 2015 - Present
SagePoint Financial June 1983 - December 2014
Escondido High School District August 1973 - June 1982
Eagle Rock High School August 1971 - June 1973
Mt Gleason Jr High, LA City Schools September 1968 - June 1971
Skills
Retirement Planning, Mutual Funds, Financial Planning, Retirement, Wealth Management, Life and Disability..., Investment Advisory, Long Term Care Insurance, 403b/457planning, 529 Plans, Roth IRA, IRA Rollovers, Traditional IRA
Education
Murray State University 1963 — 1968
Bachelor's degree, Kinesiology and Exercise Science, Minors in Business and Fine Arts
Chance Summers Chance Summers's SagePoint Financial Experience May 2012 - August 2012
Job Incoming Investment Banking Analyst at Citi
Industry Investment Banking
Experience
McCombs REIT Analyst Program December 2014 - Present
Citi June 2015 - August 2015
Chesapeake Energy January 2015 - May 2015
Dos Rios Partners August 2014 - December 2014
BP August 2014 - December 2014
McCombs School of Business May 2014 - December 2014
Euston Capital June 2014 - August 2014
Virtus Real Estate Capital January 2014 - June 2014
MassMutual Financial Group May 2013 - August 2013
SagePoint Financial May 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Word, Investment Banking, Private Equity, Teamwork
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors, Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Options, Futures, and Other Financial Derivatives
McCombs REIT Analyst Program December 2014 - Present
Citi June 2015 - August 2015
Chesapeake Energy January 2015 - May 2015
Dos Rios Partners August 2014 - December 2014
BP August 2014 - December 2014
McCombs School of Business May 2014 - December 2014
Euston Capital June 2014 - August 2014
Virtus Real Estate Capital January 2014 - June 2014
MassMutual Financial Group May 2013 - August 2013
SagePoint Financial May 2012 - August 2012
Skills
Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Word, Investment Banking, Private Equity, Teamwork
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Honors, Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Options, Futures, and Other Financial Derivatives
Dylan Thompson Dylan Thompson's SagePoint Financial Experience June 2015 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial June 2015 - Present
SagePoint Financial January 2015 - June 2015
Texas State University August 2014 - June 2015
Texas State University January 2012 - May 2015
Adams Insurance Service, Inc. December 2012 - January 2013
Skills
Leadership, Financial Analysis, Financial Risk, Money Management, Budgeting, Stock Trading, Treasury, Microsoft Excel, Bloomberg Terminal, FactSet, Tenacious Work Ethic, Time Management, Punctuality, Problem Solving, Strategic Communications, Presentation Skills, Client Relations, Microsoft Office, Customer Service
Education
Texas State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Cypress Woods Highschool 2007 — 2011
Diploma
SagePoint Financial June 2015 - Present
SagePoint Financial January 2015 - June 2015
Texas State University August 2014 - June 2015
Texas State University January 2012 - May 2015
Adams Insurance Service, Inc. December 2012 - January 2013
Skills
Leadership, Financial Analysis, Financial Risk, Money Management, Budgeting, Stock Trading, Treasury, Microsoft Excel, Bloomberg Terminal, FactSet, Tenacious Work Ethic, Time Management, Punctuality, Problem Solving, Strategic Communications, Presentation Skills, Client Relations, Microsoft Office, Customer Service
Education
Texas State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Cypress Woods Highschool 2007 — 2011
Diploma
Yulia Kalina's SagePoint Financial Experience October 2009 - April 2010
Job Sales at Terra Exports
Industry Farming
Experience
Terra Exports February 2015 - Present
Del Monte Fresh Produce N.A., Inc July 2014 - February 2015
Pura Vida Farms May 2010 - August 2013
Cargill November 2009 - 2012
SagePoint Financial October 2009 - April 2010
National Agi-Marketing Association (NAMA) October 2008 - 2010
Skills
Agribusiness, Agriculture, Food, Market Research, Food Safety, Farms, Food Industry, Spanish, Marketing, Leadership, Food Processing, Market Planning, Business Development, Retail, Team Building, Supply Chain, Logistics, Training, Product Development, Strategic Planning, International Trade, Marketing Strategy, Pricing, Merchandising, P&L Management, Sales Operations, Sales, Operations Management, Purchasing, Fruit, Supply Chain Management, Inventory Management, Forecasting, Business Planning, Grocery, Agronomy
Education
Arizona State University - W. P. Carey School of Business 2010 — 2013
Masters of Science in Agribusiness, Agribusiness
Arizona State University, W. P. Carey School of Business 2006 — 2010
B.S., International Agribusiness
Terra Exports February 2015 - Present
Del Monte Fresh Produce N.A., Inc July 2014 - February 2015
Pura Vida Farms May 2010 - August 2013
Cargill November 2009 - 2012
SagePoint Financial October 2009 - April 2010
National Agi-Marketing Association (NAMA) October 2008 - 2010
Skills
Agribusiness, Agriculture, Food, Market Research, Food Safety, Farms, Food Industry, Spanish, Marketing, Leadership, Food Processing, Market Planning, Business Development, Retail, Team Building, Supply Chain, Logistics, Training, Product Development, Strategic Planning, International Trade, Marketing Strategy, Pricing, Merchandising, P&L Management, Sales Operations, Sales, Operations Management, Purchasing, Fruit, Supply Chain Management, Inventory Management, Forecasting, Business Planning, Grocery, Agronomy
Education
Arizona State University - W. P. Carey School of Business 2010 — 2013
Masters of Science in Agribusiness, Agribusiness
Arizona State University, W. P. Carey School of Business 2006 — 2010
B.S., International Agribusiness
Kory Budinger's SagePoint Financial Experience February 2014 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 2014 - Present
Progressive Financial Concepts September 1995 - Present
New England Securities July 1998 - February 2014
Skills
Retirement Planning, Estate Planning, Insurance, Investment Strategies, Employee Benefits, Strategic Planning, Wealth Accumulation..., Team Leadership, Retirement Income..., Investment Advisory, Financial Planning
Education
Iowa State University
Ag Business/Ag Finance
Kirkwood Community College 1987 — 1989
AAS, Ag Business/Ag Finance
DeWitt Central
SagePoint Financial February 2014 - Present
Progressive Financial Concepts September 1995 - Present
New England Securities July 1998 - February 2014
Skills
Retirement Planning, Estate Planning, Insurance, Investment Strategies, Employee Benefits, Strategic Planning, Wealth Accumulation..., Team Leadership, Retirement Income..., Investment Advisory, Financial Planning
Education
Iowa State University
Ag Business/Ag Finance
Kirkwood Community College 1987 — 1989
AAS, Ag Business/Ag Finance
DeWitt Central
Chadrick Wages's SagePoint Financial Experience February 2005 - December 2009
Job Accountant at Lasalle Management Company
Industry Accounting
Experience
Lasalle Management Company July 2013 - Present
Sterling Associates December 2009 - July 2013
SagePoint Financial February 2005 - December 2009
Joan Warren CPA May 2003 - December 2009
Skills
Accounting, Management, Financial Statements, Microsoft Excel, Payroll, Payroll Taxes, Sales Tax, Tax Returns, Finance, Tax, CPA, Fixed Assets, Budgets, Accountants, Financial Reporting
Education
Louisiana Tech University 2006 — 2007
Bachelor of Science, Accounting
Louisiana Tech University 2000 — 2004
Bachelor of Science, Finance
Lasalle Management Company July 2013 - Present
Sterling Associates December 2009 - July 2013
SagePoint Financial February 2005 - December 2009
Joan Warren CPA May 2003 - December 2009
Skills
Accounting, Management, Financial Statements, Microsoft Excel, Payroll, Payroll Taxes, Sales Tax, Tax Returns, Finance, Tax, CPA, Fixed Assets, Budgets, Accountants, Financial Reporting
Education
Louisiana Tech University 2006 — 2007
Bachelor of Science, Accounting
Louisiana Tech University 2000 — 2004
Bachelor of Science, Finance
Ijana Harris Ijana Harris's SagePoint Financial Experience January 2014 - March 2014
Job Attorney
Industry Law Practice
Experience
ASU Alumni Law Group March 2014 - Present
SagePoint Financial January 2014 - March 2014
Work Life Policy Unit, Civil Justice Clinic ASU January 2013 - May 2013
United States District Court for District of Arizona June 2012 - August 2012
American Civil Liberties Union of Arizona June 2011 - August 2011
Arizona Attorney General’s Office, Executive Office January 2009 - July 2010
Progressive Insurance November 2006 - July 2010
Arizona Attorney General’s Office, Executive Office January 2008 - May 2008
Skills
Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Research, Customer Service, Microsoft Word, Public Speaking, Legal Research, Westlaw, Policy, Outlook
Education
ASU Sandra Day O'Connor College of Law 2010 — 2013
Doctor of Law (JD)
Arizona State University 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General, Cum Laude
ASU Alumni Law Group March 2014 - Present
SagePoint Financial January 2014 - March 2014
Work Life Policy Unit, Civil Justice Clinic ASU January 2013 - May 2013
United States District Court for District of Arizona June 2012 - August 2012
American Civil Liberties Union of Arizona June 2011 - August 2011
Arizona Attorney General’s Office, Executive Office January 2009 - July 2010
Progressive Insurance November 2006 - July 2010
Arizona Attorney General’s Office, Executive Office January 2008 - May 2008
Skills
Microsoft Office, Legal Writing, PowerPoint, Microsoft Excel, Research, Customer Service, Microsoft Word, Public Speaking, Legal Research, Westlaw, Policy, Outlook
Education
ASU Sandra Day O'Connor College of Law 2010 — 2013
Doctor of Law (JD)
Arizona State University 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General, Cum Laude
Judith Gerhart Judith Gerhart's SagePoint Financial Experience January 1991 - Present
Job SagePoint Financial at Important Disclosure
Industry Financial Services
Experience
Gerhart Group 1991 - Present
SagePoint Financial January 1991 - Present
Skills
Wealth Management, Finance, Retirement Planning, Marketing, Estate Planning, Retirement, Business Strategy, IRAs, Financial Planners, Employee Benefits, Wealth, Mutual Funds, Public Speaking, Risk Management, Training, Personal Finance, Small Business, Financial Analysis, Portfolio Management, Wealth Accumulation, Pensions, Accounting, Wealth Management..., Divorce Advisor
Education
DePaul University
Bachelor Degree, Business/Education
DePaul University
Masters Degree, Business
Nova Southeastern University
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Gerhart Group 1991 - Present
SagePoint Financial January 1991 - Present
Skills
Wealth Management, Finance, Retirement Planning, Marketing, Estate Planning, Retirement, Business Strategy, IRAs, Financial Planners, Employee Benefits, Wealth, Mutual Funds, Public Speaking, Risk Management, Training, Personal Finance, Small Business, Financial Analysis, Portfolio Management, Wealth Accumulation, Pensions, Accounting, Wealth Management..., Divorce Advisor
Education
DePaul University
Bachelor Degree, Business/Education
DePaul University
Masters Degree, Business
Nova Southeastern University
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Alexis Schumann Wherry Alexis Schumann Wherry's SagePoint Financial Experience August 2012 - April 2014
Job Regulatory Affairs AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
Juanita Stephens Juanita Stephens's SagePoint Financial Experience August 2013 - Present
Job Financial Planner at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial August 2013 - Present
Regulatory Disclosures August 2013 - February 2014
Austin Wealth Specialists May 2011 - August 2013
Choice Investments 2010 - 2011
Farmers Insurance & Financial Services July 2004 - February 2010
Skills
Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Retirement, Employee Benefits, Public Speaking, Insurance Brokerage, Health Insurance, 401k, Fixed Annuities, Entrepreneurship, Universal Life, IRAs, Mutual Funds, Long-term Care, Whole Life, Business, Engaging Public Speaker, Asset Managment
Education
Park University 1985 — 1995
Bachelor of Science in Management, Business, Management, Marketing, and Related Support Services, cum laude
SagePoint Financial August 2013 - Present
Regulatory Disclosures August 2013 - February 2014
Austin Wealth Specialists May 2011 - August 2013
Choice Investments 2010 - 2011
Farmers Insurance & Financial Services July 2004 - February 2010
Skills
Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Retirement, Employee Benefits, Public Speaking, Insurance Brokerage, Health Insurance, 401k, Fixed Annuities, Entrepreneurship, Universal Life, IRAs, Mutual Funds, Long-term Care, Whole Life, Business, Engaging Public Speaker, Asset Managment
Education
Park University 1985 — 1995
Bachelor of Science in Management, Business, Management, Marketing, and Related Support Services, cum laude
John Tegtmeier John Tegtmeier's SagePoint Financial Experience November 2002 - Present
Job Certified Financial Planner (TM) Professional
Industry Financial Services
Experience
SagePoint Financial November 2002 - Present
Education
Pepperdine University 1999 — 2002
Master of Business Administration (MBA)
UC Irvine
Bachelor's degree, Poitical Science
SagePoint Financial November 2002 - Present
Education
Pepperdine University 1999 — 2002
Master of Business Administration (MBA)
UC Irvine
Bachelor's degree, Poitical Science
Dean Kornegay & Monty Baggett Dean Kornegay & Monty Baggett's SagePoint Financial Experience June 2010 - Present
Job Professional Investment Management
Industry Investment Management
Experience
SagePoint Financial June 2010 - Present
SagePoint Financial April 2010 - April 2010
GunnAllen Financial June 2004 - April 2010
Oxford Financial Inc January 2001 - June 2004
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Anchorage 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
SagePoint Financial June 2010 - Present
SagePoint Financial April 2010 - April 2010
GunnAllen Financial June 2004 - April 2010
Oxford Financial Inc January 2001 - June 2004
Education
Texas A&M University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Anchorage 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Amanda Lennard Amanda Lennard's SagePoint Financial Experience January 2010 - August 2011
Job Software Tester at Tandem Diabetes Care
Industry Financial Services
Experience
Tandem Diabetes Care April 2015 - Present
Century 21 Champion April 2013 - March 2014
Century 21 Sweyer & Associates October 2012 - April 2013
Fidelity Investments August 2011 - May 2012
SagePoint Financial January 2010 - August 2011
Northwestern Mutual June 2009 - December 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Retirement, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Asset Management, Life Insurance, Estate Planning, Asset Allocation, Microsoft Office, Insurance, Long-term Care, Health Insurance, Mortgage Lending, Strategic Financial..., Employee Benefits, Leadership, Customer Service, Microsoft Excel, Finance, Marketing, Real Estate Transactions, Financial Analysis, Uniform Combined State..., Sales, Small Business, Series 63, IRAs
Education
Texas Christian University 2005 — 2009
Communications, Communications, Business
Texas Christian University 2005 — 2009
Bachelor of Science (B.S.), Communication and Human Studies
Tandem Diabetes Care April 2015 - Present
Century 21 Champion April 2013 - March 2014
Century 21 Sweyer & Associates October 2012 - April 2013
Fidelity Investments August 2011 - May 2012
SagePoint Financial January 2010 - August 2011
Northwestern Mutual June 2009 - December 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Retirement, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Asset Management, Life Insurance, Estate Planning, Asset Allocation, Microsoft Office, Insurance, Long-term Care, Health Insurance, Mortgage Lending, Strategic Financial..., Employee Benefits, Leadership, Customer Service, Microsoft Excel, Finance, Marketing, Real Estate Transactions, Financial Analysis, Uniform Combined State..., Sales, Small Business, Series 63, IRAs
Education
Texas Christian University 2005 — 2009
Communications, Communications, Business
Texas Christian University 2005 — 2009
Bachelor of Science (B.S.), Communication and Human Studies
Kimberly Krueger's SagePoint Financial Experience December 2007 - April 2010
Job Financial Planner
Industry Financial Services
Experience
Krueger Financial Services April 2010 - Present
SagePoint Financial December 2007 - April 2010
SagePoint Financial, Inc. October 2005 - December 2007
Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Certified Financial..., Life & Health Insurance...
Education
College for Financial Planning 2009 — 2010
Financial Planning and Services
Arizona State University
BA, Elementary Education
Arizona State University
Minor in Business, BA
Krueger Financial Services April 2010 - Present
SagePoint Financial December 2007 - April 2010
SagePoint Financial, Inc. October 2005 - December 2007
Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Certified Financial..., Life & Health Insurance...
Education
College for Financial Planning 2009 — 2010
Financial Planning and Services
Arizona State University
BA, Elementary Education
Arizona State University
Minor in Business, BA
Joseph DiGirolamo Joseph DiGirolamo's SagePoint Financial Experience February 2012 - September 2012
Job Registered Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2013 - Present
State Farm Insurance September 2012 - August 2013
Sagepoint Financial February 2012 - September 2012
United States Air Force July 2004 - July 2008
Skills
Air Force, Economics, Military, DoD, Investments, Analysis, Microsoft Office, Aircraft, Bartending, Security Clearance, Problem Solving, Aviation, Financial Analysis, Series 6, Series 63, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, Mutual Funds, Finance, Loans, Strategic Planning, Risk Management, Sales, Strategic Financial..., Microsoft Excel, Financial Services, Retirement Planning, Fixed Annuities, Financial Advisory, Insurance, Team Building, Leadership, Employee Benefits, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, Roth IRA, 401k Rollovers
Education
George Mason University 2009 — 2011
B.S, Economics
Northern Virginia Community College 2008 — 2009
Economics and prerequistes
Fayetteville Tech 2007 — 2008
Management and Economics
Community College of the Air Force 2004 — 2008
A.S, Avionics Technology
Mutual of America August 2013 - Present
State Farm Insurance September 2012 - August 2013
Sagepoint Financial February 2012 - September 2012
United States Air Force July 2004 - July 2008
Skills
Air Force, Economics, Military, DoD, Investments, Analysis, Microsoft Office, Aircraft, Bartending, Security Clearance, Problem Solving, Aviation, Financial Analysis, Series 6, Series 63, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, Mutual Funds, Finance, Loans, Strategic Planning, Risk Management, Sales, Strategic Financial..., Microsoft Excel, Financial Services, Retirement Planning, Fixed Annuities, Financial Advisory, Insurance, Team Building, Leadership, Employee Benefits, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, Roth IRA, 401k Rollovers
Education
George Mason University 2009 — 2011
B.S, Economics
Northern Virginia Community College 2008 — 2009
Economics and prerequistes
Fayetteville Tech 2007 — 2008
Management and Economics
Community College of the Air Force 2004 — 2008
A.S, Avionics Technology
Jordan Malamed Jordan Malamed's SagePoint Financial Experience December 2011 - June 2012
Job Casualty Specialist II
Industry Insurance
Experience
Liberty Mutual Insurance May 2013 - Present
ARAMARK June 2012 - May 2013
SagePoint Financial December 2011 - June 2012
Lincoln Financial Advisors May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Windows, Compensations, Compensation Structures, Bonus Programs, Executive Compensation..., Client Presentation
Education
Rutgers University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
Liberty Mutual Insurance May 2013 - Present
ARAMARK June 2012 - May 2013
SagePoint Financial December 2011 - June 2012
Lincoln Financial Advisors May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Windows, Compensations, Compensation Structures, Bonus Programs, Executive Compensation..., Client Presentation
Education
Rutgers University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
Chris Brereton Chris Brereton's SagePoint Financial Experience August 2007 - Present
Job Senior Vice President of Investments at SagePoint Financial, Inc
Industry Financial Services
Experience
SagePoint Financial August 2007 - Present
Skills
Securities, 401k Rollovers, Investments, Asset Allocation, Series 63, Fixed Annuities, Finance, Insurance, Series 7, IRAs, FINRA, Financial Services, Retirement Planning
Education
Brigham Young University
International Relations
SagePoint Financial August 2007 - Present
Skills
Securities, 401k Rollovers, Investments, Asset Allocation, Series 63, Fixed Annuities, Finance, Insurance, Series 7, IRAs, FINRA, Financial Services, Retirement Planning
Education
Brigham Young University
International Relations
David J. Sullwold, CFP®, LUTCF David J. Sullwold, CFP®, LUTCF's SagePoint Financial Experience September 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
SagePoint Financial, Inc. September 2004 - Present
SagePoint Financial September 2004 - Present
Skills
Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, Investments, Strategic Financial..., Small Business, Securities, Insurance, Portfolio Management, Wealth Management, Mutual Funds, FINRA, Series 7, Life Insurance
Education
College for Financial Planning 1993 — 1998
Certified Financial Planning Practicioner, Financial Planning, Certified
Oregon State University 1977 — 1980
Bachelor of Science, Fisheries Science
SagePoint Financial, Inc. September 2004 - Present
SagePoint Financial September 2004 - Present
Skills
Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, Investments, Strategic Financial..., Small Business, Securities, Insurance, Portfolio Management, Wealth Management, Mutual Funds, FINRA, Series 7, Life Insurance
Education
College for Financial Planning 1993 — 1998
Certified Financial Planning Practicioner, Financial Planning, Certified
Oregon State University 1977 — 1980
Bachelor of Science, Fisheries Science
Karen Weible Karen Weible's SagePoint Financial Experience October 2010 - Present
Job Financial Planner and Advisor at SagePoint Financial, CDFA™
Industry Financial Services
Experience
SagePoint Financial October 2010 - Present
Edward Jones 2006 - 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Estate Planning, Series 7, Investment Strategies, Asset Allocation, Insurance, Long Term Care Insurance, Divorce Financial..., Financial Planning, Public Speaking
Education
Institute for Divorce Financial Analysts
CDFA
Lewis and Clark Community College
SagePoint Financial October 2010 - Present
Edward Jones 2006 - 2010
Skills
Mutual Funds, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Investments, Financial Advisory, Estate Planning, Series 7, Investment Strategies, Asset Allocation, Insurance, Long Term Care Insurance, Divorce Financial..., Financial Planning, Public Speaking
Education
Institute for Divorce Financial Analysts
CDFA
Lewis and Clark Community College
Paul Hein Paul Hein's SagePoint Financial Experience July 2014 - Present
Job Certified Financial Planner at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial July 2014 - Present
Raymond James Financial Services, Inc. September 1997 - July 2014
Edward Jones September 1993 - September 1997
General Motors March 1985 - July 1993
General Motors October 1977 - March 1985
The Great Atlantic & Pacific Tea Company June 1974 - September 1977
Skills
Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Analysis, Asset Managment, Finance, Equities, Public Speaking, Strategic Planning, Business Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
SagePoint Financial July 2014 - Present
Raymond James Financial Services, Inc. September 1997 - July 2014
Edward Jones September 1993 - September 1997
General Motors March 1985 - July 1993
General Motors October 1977 - March 1985
The Great Atlantic & Pacific Tea Company June 1974 - September 1977
Skills
Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Analysis, Asset Managment, Finance, Equities, Public Speaking, Strategic Planning, Business Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1990
Master of Business Administration (MBA), Finance, General
Western Michigan University - Haworth College of Business 1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tim Nuelken's SagePoint Financial Experience December 2008 - December 2013
Job Disabled from Automobile accident on SSID
Industry Financial Services
Experience
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Social Security Disability December 2013 - Present
SagePoint Financial December 2008 - December 2013
UBS Financial Services July 2006 - September 2008
H&R Block March 2005 - June 2006
Edward Jones November 2002 - March 2005
Charles Schwab 2000 - 2002
Skills
Series 7, Series 63, Series 24, Highly Analytical, Extensive Product..., Critical Thinking, Compliance, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Portfolio Management, Direct Sales, Asset Management, Financial Management, Investments, Stocks, Options, Bonds, Fixed Income, Insurance, Alternative Investments, Mutual Funds, 401k, Pensions, IRA's, Long Term Care, Annuity, Managed Accounts, Term Life Insurance, Financial Analysis, Risk Management, Investment Advisory, Investment Strategies, Strategic Planning, Financial Advisory, Reporting & Analysis, Budgeting, Asset Allocation, Retirement Income..., New Business Development, FINRA, Risk, 529 Plans, Financial Modeling, Financial Markets, Portfolios, Separately Managed..., Banking, Income
Education
Western Michigan University 1989 — 1991
BBA, Finance
Kellogg Community College 1986 — 1989
Associates Degree, Liberal Arts
Charles Pacek's SagePoint Financial Experience July 2011 - November 2012
Job Assistant Vice PresidentPremium Elite Relationship Manager at Merrill Edge
Industry Investment Management
Experience
Merrill Edge February 2014 - Present
Merrill Edge October 2012 - February 2014
SagePoint Financial July 2011 - November 2012
Charles Schwab December 2006 - December 2010
PNC Financial Services 2004 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation, Series 63, Fixed Income, Insurance, Estate Planning, Bonds, Investments, Asset Management, Bloomberg, Strategic Financial..., Leadership, Portfolio Management, IRAs, Wealth Management..., Options, Investment Strategies, Financial Planners, Financial Analysis, Fixed Annuities, Uniform Combined State..., Banking, Equities, Roth IRA, Financial Services, Alternative Investments, Retirement, 401k, Retirement Savings, Risk Management, FINRA, Wealth, Trading, Wealth Management, ETFs, Finance, Relationship Management, Wealth Accumulation, Investment Advisory, Financial Risk, Financial Markets, Series 65, Variable Annuities
Education
Arizona State University 2007 — 2011
BIS, Small Business Administration/Political Science
Merrill Edge February 2014 - Present
Merrill Edge October 2012 - February 2014
SagePoint Financial July 2011 - November 2012
Charles Schwab December 2006 - December 2010
PNC Financial Services 2004 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation, Series 63, Fixed Income, Insurance, Estate Planning, Bonds, Investments, Asset Management, Bloomberg, Strategic Financial..., Leadership, Portfolio Management, IRAs, Wealth Management..., Options, Investment Strategies, Financial Planners, Financial Analysis, Fixed Annuities, Uniform Combined State..., Banking, Equities, Roth IRA, Financial Services, Alternative Investments, Retirement, 401k, Retirement Savings, Risk Management, FINRA, Wealth, Trading, Wealth Management, ETFs, Finance, Relationship Management, Wealth Accumulation, Investment Advisory, Financial Risk, Financial Markets, Series 65, Variable Annuities
Education
Arizona State University 2007 — 2011
BIS, Small Business Administration/Political Science
Klair Conant's SagePoint Financial Experience April 2011 - April 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Marina Pelren's SagePoint Financial Experience December 2009 - July 2011
Job Central Surveillance Principal (IA) at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services November 2014 - Present
Jackson National Life August 2011 - November 2012
SagePoint Financial December 2009 - July 2011
LPL Financial Services May 2005 - December 2009
Skills
Series 7, Series 24, Series 66, Variable Annuities, Internal Audit, 529 Plans, Mutual Funds, Communication Skills, Policy and Procedure..., Informational Interviews, FINRA, Telecommuting, Uniform Combined State..., Series 63, 401k, Investment Advisory, Fixed Annuities, IRAs
Education
Point Loma Nazarene University 1993 — 1997
Bachelor of Arts (BA), Applied Communication
Scottrade® Advisor Services November 2014 - Present
Jackson National Life August 2011 - November 2012
SagePoint Financial December 2009 - July 2011
LPL Financial Services May 2005 - December 2009
Skills
Series 7, Series 24, Series 66, Variable Annuities, Internal Audit, 529 Plans, Mutual Funds, Communication Skills, Policy and Procedure..., Informational Interviews, FINRA, Telecommuting, Uniform Combined State..., Series 63, 401k, Investment Advisory, Fixed Annuities, IRAs
Education
Point Loma Nazarene University 1993 — 1997
Bachelor of Arts (BA), Applied Communication
Joseph Yager's SagePoint Financial Experience June 2013 - Present
Job Financial Planner
Industry Financial Services
Experience
SagePoint Financial June 2013 - Present
SagePoint Financial June 2013 - Present
Wichita State University January 2006 - March 2013
City of Wichita October 2003 - January 2006
City of Lawrence November 2000 - October 2003
Education
Wichita State University 1998 — 2000
Masters, Public Administration
The University of Kansas 1994 — 1998
BGS, Political Schience, Business, English
SagePoint Financial June 2013 - Present
SagePoint Financial June 2013 - Present
Wichita State University January 2006 - March 2013
City of Wichita October 2003 - January 2006
City of Lawrence November 2000 - October 2003
Education
Wichita State University 1998 — 2000
Masters, Public Administration
The University of Kansas 1994 — 1998
BGS, Political Schience, Business, English
Eric Grice's SagePoint Financial Experience January 2008 - September 2009
Job Owner, BrynnKeeley Financial
Industry Financial Services
Experience
Brynn-Keeley Financial September 2009 - Present
SagePoint Financial January 2008 - September 2009
Education
Northern Illinois University 1991 — 1995
Bachelors, Finance and Investments
Brynn-Keeley Financial September 2009 - Present
SagePoint Financial January 2008 - September 2009
Education
Northern Illinois University 1991 — 1995
Bachelors, Finance and Investments
Nancy Feilbach's SagePoint Financial Experience March 2014 - Present
Job Internal Recruiter at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
Brandon Pratt's SagePoint Financial Experience September 2015 - Present
Job Internal Advisory Consultant at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2015 - Present
SagePoint Financial June 2013 - September 2015
SagePoint Financial October 2006 - June 2013
Skills
Series 7, Securities, Mutual Funds, Insurance, Retirement Planning, Financial Services, Series 63, FINRA, Investments
Education
Central Michigan University 1996 — 2001
Bachelor's degree, Graphic Design/ Advertising (minor)
SagePoint Financial September 2015 - Present
SagePoint Financial June 2013 - September 2015
SagePoint Financial October 2006 - June 2013
Skills
Series 7, Securities, Mutual Funds, Insurance, Retirement Planning, Financial Services, Series 63, FINRA, Investments
Education
Central Michigan University 1996 — 2001
Bachelor's degree, Graphic Design/ Advertising (minor)
Wendy Mitchell CFP®'s SagePoint Financial Experience August 2012 - Present
Job CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
SagePoint Financial August 2012 - Present
Wendy Mitchell 1994 - Present
NEXT Financial Group, Inc. 2004 - 2012
AXA Advisors 1998 - 2004
Skills
Retirement, Retirement Planning, Securities, Financial Planners, Wealth Management, Fixed Annuities, Investments, Financial Services, Estate Planning, Wealth, Insurance, Mutual Funds, Finance, IRAs, Investment Advisory
Education
Calvin College 1988 — 1992
BA
AnnMarie (AnnMarie Sanchez) Pennell's SagePoint Financial Experience February 2009 - Present
Job Supervision Controls Coordinator
Industry Financial Services
Experience
SagePoint Financial February 2009 - Present
Alex's Landscaping, LLC January 1997 - August 2014
SagePoint Financial April 2000 - February 2009
Skills
Staff Management, QuickBooks, Accounts Payable, Accounts Receivable, File Management, Microsoft Excel, Microsoft Word, Outlook, Sales and Use Tax Filing, Payroll, Payroll Taxes, Quarterly Reporting, W2 and W3 Filing, W9 and I9, eVerify, Notary Public
Education
Sullivan County Community College 1994 — 1996
Professional Chef Program/Hospitality Management
SagePoint Financial February 2009 - Present
Alex's Landscaping, LLC January 1997 - August 2014
SagePoint Financial April 2000 - February 2009
Skills
Staff Management, QuickBooks, Accounts Payable, Accounts Receivable, File Management, Microsoft Excel, Microsoft Word, Outlook, Sales and Use Tax Filing, Payroll, Payroll Taxes, Quarterly Reporting, W2 and W3 Filing, W9 and I9, eVerify, Notary Public
Education
Sullivan County Community College 1994 — 1996
Professional Chef Program/Hospitality Management
Rick Hartzel's SagePoint Financial Experience January 2000 - Present
Job Independent Registered Rep
Industry Financial Services
Experience
SagePoint Financial January 2000 - Present
CME Group March 1986 - January 2000
Various Companies June 1976 - March 1986
United Stationers 1979 - 1986
Skills
Financial Analysis, Budgets, Strategic Planning, Mutual Funds, Accounting, Coaching, Finance, Financial Modeling, Risk Management, Sales, Financial Reporting, Team Building, Public Speaking
Education
DePaul University 1977 — 1979
MBA, Finance
University of Illinois at Urbana-Champaign 1972 — 1976
BS, Accountancy
SagePoint Financial January 2000 - Present
CME Group March 1986 - January 2000
Various Companies June 1976 - March 1986
United Stationers 1979 - 1986
Skills
Financial Analysis, Budgets, Strategic Planning, Mutual Funds, Accounting, Coaching, Finance, Financial Modeling, Risk Management, Sales, Financial Reporting, Team Building, Public Speaking
Education
DePaul University 1977 — 1979
MBA, Finance
University of Illinois at Urbana-Champaign 1972 — 1976
BS, Accountancy
Robbi Graham's SagePoint Financial Experience July 2005 - April 2009
Job Associate Director of Marketing Communications at Arizona Community Foundation
Industry Marketing and Advertising
Experience
Arizona Community Foundation March 2011 - Present
Arizona Community Foundation March 2011 - Present
Chamberlain Access Solutions May 2009 - March 2011
SagePoint Financial July 2005 - April 2009
Montague & Company Marketing Communications 2004 - 2005
Honeywell Aerospace August 1998 - February 2004
Bobcat Company July 1979 - August 1998
Skills
Marketing Communications, Copywriting, Media Relations, Press Releases, Public Relations, Strategy, Newsletters, Marketing, Advertising, Leadership, Editing, Strategic Planning, Social Media..., Public Speaking, Program Management, Internal Communications, Corporate Communications, Customer Service
Education
The University of North Dakota 1973 — 1975
BA, Journalism, French
North Dakota State University 1971 — 1973
Arizona Community Foundation March 2011 - Present
Arizona Community Foundation March 2011 - Present
Chamberlain Access Solutions May 2009 - March 2011
SagePoint Financial July 2005 - April 2009
Montague & Company Marketing Communications 2004 - 2005
Honeywell Aerospace August 1998 - February 2004
Bobcat Company July 1979 - August 1998
Skills
Marketing Communications, Copywriting, Media Relations, Press Releases, Public Relations, Strategy, Newsletters, Marketing, Advertising, Leadership, Editing, Strategic Planning, Social Media..., Public Speaking, Program Management, Internal Communications, Corporate Communications, Customer Service
Education
The University of North Dakota 1973 — 1975
BA, Journalism, French
North Dakota State University 1971 — 1973
Daniel Pauley's SagePoint Financial Experience May 2009 - January 2010
Job CFA Candidate (Passed all 3 levels)
Industry Investment Management
Experience
Wells Fargo December 2011 - Present
Bank of America December 2010 - November 2011
US Department of Commerce, Census Bureau April 2010 - August 2010
SagePoint Financial May 2009 - January 2010
Skills
Portfolio Management, Asset Managment, Bloomberg Terminal, Investments, Microsoft Excel, Financial Analysis, Alternative Investments, Risk Management, Mutual Funds, Fixed Income, Analysis, Customer Service
Education
Duquesne University 2004 — 2009
BSBA, Finance
Wells Fargo December 2011 - Present
Bank of America December 2010 - November 2011
US Department of Commerce, Census Bureau April 2010 - August 2010
SagePoint Financial May 2009 - January 2010
Skills
Portfolio Management, Asset Managment, Bloomberg Terminal, Investments, Microsoft Excel, Financial Analysis, Alternative Investments, Risk Management, Mutual Funds, Fixed Income, Analysis, Customer Service
Education
Duquesne University 2004 — 2009
BSBA, Finance
Pilar Straw's SagePoint Financial Experience 1993 - Present
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial 1993 - Present
Skills
Wealth Management, Microsoft Excel, Financial Goals, Strategic Planning, Finance, Investment Advisory..., Retirement Planning, Estate Planning, Securities, Microsoft Office, Personal Finance, Retirement, 401k Rollovers, Pensions, Public Speaking, Financial Advisory, Mutual Funds, Strategic Financial..., Series 7, Wealth Accumulation, Portfolio Management, Asset Allocation, Wealth Management..., Series 63, Investment Strategies, Insurance, IRAs, Asset Management, Investments
Education
San Diego State University-California State University
BS, Business, Marketing
SagePoint Financial 1993 - Present
Skills
Wealth Management, Microsoft Excel, Financial Goals, Strategic Planning, Finance, Investment Advisory..., Retirement Planning, Estate Planning, Securities, Microsoft Office, Personal Finance, Retirement, 401k Rollovers, Pensions, Public Speaking, Financial Advisory, Mutual Funds, Strategic Financial..., Series 7, Wealth Accumulation, Portfolio Management, Asset Allocation, Wealth Management..., Series 63, Investment Strategies, Insurance, IRAs, Asset Management, Investments
Education
San Diego State University-California State University
BS, Business, Marketing
Abby Henig's SagePoint Financial Experience June 2007 - May 2010
Job Associate General Counsel
Industry Financial Services
Experience
AIG Advisor Group June 2010 - Present
SagePoint Financial June 2007 - May 2010
Arizona Corporation Commission October 2005 - May 2007
Skills
Foreign Languages, Transactional..., Securities, Financial Services, Securities Regulation, FINRA, Mutual Funds, Due Diligence, Investment Advisory, Corporate Law, Asset Management, Legal Compliance, Risk Management, Mergers & Acquisitions, Wealth Management, Alternative Investments, Financial Risk, Investments, AML, Investment Management, Corporate Governance, Series 24, Anti Money Laundering
Education
Columbia Law School
JD, Securities, International
IREX Fellowship
Two year grant, post-law school, International Law - Harvard Law School; St. Petersburg, Russia
Barnard College
AB, Anthropology
AIG Advisor Group June 2010 - Present
SagePoint Financial June 2007 - May 2010
Arizona Corporation Commission October 2005 - May 2007
Skills
Foreign Languages, Transactional..., Securities, Financial Services, Securities Regulation, FINRA, Mutual Funds, Due Diligence, Investment Advisory, Corporate Law, Asset Management, Legal Compliance, Risk Management, Mergers & Acquisitions, Wealth Management, Alternative Investments, Financial Risk, Investments, AML, Investment Management, Corporate Governance, Series 24, Anti Money Laundering
Education
Columbia Law School
JD, Securities, International
IREX Fellowship
Two year grant, post-law school, International Law - Harvard Law School; St. Petersburg, Russia
Barnard College
AB, Anthropology
Nicole Ugalde's SagePoint Financial Experience May 2010 - May 2012
Job Team Leader and Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2012 - Present
SagePoint Financial May 2010 - May 2012
SagePoint Financial January 2010 - May 2010
SagePoint Financial March 2009 - December 2009
Genworth Financial February 2007 - February 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Series 7, Mutual Funds, Investments, Insurance, Series 63, Financial Services, Retirement Planning, Finance, FINRA, Financial Analysis, Fixed Annuities, Leadership, Marketing, Risk Management
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Mount Union College 1998 — 1999
MFS Investment Management May 2012 - Present
SagePoint Financial May 2010 - May 2012
SagePoint Financial January 2010 - May 2010
SagePoint Financial March 2009 - December 2009
Genworth Financial February 2007 - February 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Series 7, Mutual Funds, Investments, Insurance, Series 63, Financial Services, Retirement Planning, Finance, FINRA, Financial Analysis, Fixed Annuities, Leadership, Marketing, Risk Management
Education
The Ohio State University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Mount Union College 1998 — 1999
Tiffany Fauth's SagePoint Financial Experience April 2014 - Present
Job Realtor / Office Manager
Industry Real Estate
Experience
SagePoint Financial April 2014 - Present
SagePoint Financial April 2014 - Present
Realtor January 2009 - Present
MaxTab August 2004 - June 2007
Skills
Short Sales, Buyer Representation, Investors, Single Family Homes, Residential Homes, Relocation, Real Estate Transactions, Foreclosures, First Time Home Buyers, Real Estate, SFR, Listings, REO, Referrals, Luxury, Investment Properties, Sales, Condos, Sellers, Property Management, New Home Sales, HUD, Move Up Buyers, New Homes, Vacation Homes, Employee Training, Online Marketing, Social Marketing, Hands-on Training, Leadership, Team Building, Teamwork, Marketing, Microsoft Office, Customer Service, Client Development, Manage Client..., Client Presentation, Client Liaison, Seniors, Listing Homes, Rentals
Education
Arizona School of Real Estate and Business 2010 — 2010
Sullivan University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
SagePoint Financial April 2014 - Present
SagePoint Financial April 2014 - Present
Realtor January 2009 - Present
MaxTab August 2004 - June 2007
Skills
Short Sales, Buyer Representation, Investors, Single Family Homes, Residential Homes, Relocation, Real Estate Transactions, Foreclosures, First Time Home Buyers, Real Estate, SFR, Listings, REO, Referrals, Luxury, Investment Properties, Sales, Condos, Sellers, Property Management, New Home Sales, HUD, Move Up Buyers, New Homes, Vacation Homes, Employee Training, Online Marketing, Social Marketing, Hands-on Training, Leadership, Team Building, Teamwork, Marketing, Microsoft Office, Customer Service, Client Development, Manage Client..., Client Presentation, Client Liaison, Seniors, Listing Homes, Rentals
Education
Arizona School of Real Estate and Business 2010 — 2010
Sullivan University 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Nicholas Ruefle's SagePoint Financial Experience July 2012 - September 2012
Job Securities Lending Senior Admin at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon April 2013 - June 2015
BNY Mellon February 2013 - April 2013
SagePoint Financial July 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Social Media, Access, Teamwork, Time Management, Facebook, Analysis, Social Networking, Sales, Financial Analysis, Management, Leadership, Finance
Education
Point Park University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh 2008 — 2012
BSBA, Business Administration, Finance, Economics
BNY Mellon June 2015 - Present
BNY Mellon April 2013 - June 2015
BNY Mellon February 2013 - April 2013
SagePoint Financial July 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Social Media, Access, Teamwork, Time Management, Facebook, Analysis, Social Networking, Sales, Financial Analysis, Management, Leadership, Finance
Education
Point Park University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh 2008 — 2012
BSBA, Business Administration, Finance, Economics
Danielle Bess's SagePoint Financial Experience February 2015 - Present
Job Senior Technical Writer at American Express
Industry Writing and Editing
Experience
SagePoint Financial February 2015 - Present
American Express July 2014 - January 2015
Charles Schwab July 2011 - August 2014
Charles Schwab December 2008 - December 2010
` July 2007 - December 2008
Lexington School Dist July 2006 - June 2007
Apartments at Kenner Korner July 2006 - May 2007
Southern Virginia University July 2005 - May 2007
Arizona Federal Credit Union July 2002 - August 2004
Skills
Banking, Risk Management, Credit, Financial Services, Loans, Vendor Management, Team Leadership, Customer Service, Process Improvement, Project Management, Strategic Planning, Mobile Banking, Credit Cards, Leadership, Management, Training, Team Building, Business Analysis, Analysis, Business Strategy, Loss Mitigation, Business Development, Microsoft Excel, Outlook, Coaching, Technical Writing, Peer Mentoring, Operational Risk, Performance Management, Leadership Development, Team Management, Relationship Management, Internet Banking, Branch Banking, Core Banking, Cross-functional Team..., Branch Management, Microsoft Office, Microsoft Office...
Education
SVU 2004 — 2007
Bachelor's Degree, Liberal Arts, 3.6
Cochise College 1999 — 2001
Associate of Science (AS), General Science
SagePoint Financial February 2015 - Present
American Express July 2014 - January 2015
Charles Schwab July 2011 - August 2014
Charles Schwab December 2008 - December 2010
` July 2007 - December 2008
Lexington School Dist July 2006 - June 2007
Apartments at Kenner Korner July 2006 - May 2007
Southern Virginia University July 2005 - May 2007
Arizona Federal Credit Union July 2002 - August 2004
Skills
Banking, Risk Management, Credit, Financial Services, Loans, Vendor Management, Team Leadership, Customer Service, Process Improvement, Project Management, Strategic Planning, Mobile Banking, Credit Cards, Leadership, Management, Training, Team Building, Business Analysis, Analysis, Business Strategy, Loss Mitigation, Business Development, Microsoft Excel, Outlook, Coaching, Technical Writing, Peer Mentoring, Operational Risk, Performance Management, Leadership Development, Team Management, Relationship Management, Internet Banking, Branch Banking, Core Banking, Cross-functional Team..., Branch Management, Microsoft Office, Microsoft Office...
Education
SVU 2004 — 2007
Bachelor's Degree, Liberal Arts, 3.6
Cochise College 1999 — 2001
Associate of Science (AS), General Science
Cristina Hracovschi's SagePoint Financial Experience January 2014 - Present
Job Financial Advisor at SagePoint Financial
Industry Marketing and Advertising
Experience
SagePoint Financial January 2014 - Present
MBDA Business Center, Miami 2013 - Present
Navitor Inc May 2012 - August 2012
Media Relations January 2012 - May 2012
Julia Sears Residence Hall August 2011 - May 2012
MSU Media Relations October 2010 - December 2011
MSU Department of Residential Life May 2011 - August 2011
MSU Printing Services January 2011 - May 2011
Minnesota State University, Mankato January 2011 - May 2011
KMSU Radio Station January 2011 - May 2011
Skills
5 foreign languages, Software Knowledge, Customer Service, Public Relations, InDesign, Editing, Dreamweaver, Photoshop, Microsoft Office, Word, Event Planning, Excel, Writing, Research, Facebook, Illustrator, AP Style, Adobe Creative Suite, Creative Writing, Press Releases, PowerPoint, Blogging, Twitter, HTML, Wordpress, Media Relations, Social Networking, Newsletters, Copy Editing, Public Speaking, News Writing, Social Media Marketing, Proofreading, Prezi, Fundraising, Microsoft Excel, Microsoft Word, Web Content
Education
Florida International University 2012 — 2013
Marketing, Business/Corporate Communications
Minnesota State University, Mankato 2009 — 2013
BA, Mass Media with emphasis in PR
SagePoint Financial January 2014 - Present
MBDA Business Center, Miami 2013 - Present
Navitor Inc May 2012 - August 2012
Media Relations January 2012 - May 2012
Julia Sears Residence Hall August 2011 - May 2012
MSU Media Relations October 2010 - December 2011
MSU Department of Residential Life May 2011 - August 2011
MSU Printing Services January 2011 - May 2011
Minnesota State University, Mankato January 2011 - May 2011
KMSU Radio Station January 2011 - May 2011
Skills
5 foreign languages, Software Knowledge, Customer Service, Public Relations, InDesign, Editing, Dreamweaver, Photoshop, Microsoft Office, Word, Event Planning, Excel, Writing, Research, Facebook, Illustrator, AP Style, Adobe Creative Suite, Creative Writing, Press Releases, PowerPoint, Blogging, Twitter, HTML, Wordpress, Media Relations, Social Networking, Newsletters, Copy Editing, Public Speaking, News Writing, Social Media Marketing, Proofreading, Prezi, Fundraising, Microsoft Excel, Microsoft Word, Web Content
Education
Florida International University 2012 — 2013
Marketing, Business/Corporate Communications
Minnesota State University, Mankato 2009 — 2013
BA, Mass Media with emphasis in PR
Diana DeCharles's SagePoint Financial Experience August 1988 - Present
Job Registered Principal at SagePoint Financial
Industry Financial Services
Experience
Pinnacle Asset Management Group, LLC April 1996 - Present
SagePoint Financial August 1988 - Present
Skills
Retirement, IRAs, Wealth Management, Investments, Fixed Annuities, Financial Advisory, Long-term Care, Personal Finance, 401k, Financial Planners, Financial Coaching, Mutual Funds, Small Business, Series 7, Wealth Accumulation
Education
Centenary College of Louisiana 1985 — 1988
Master of Business Administration (MBA)
Louisiana State University in Shreveport 1974 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Pinnacle Asset Management Group, LLC April 1996 - Present
SagePoint Financial August 1988 - Present
Skills
Retirement, IRAs, Wealth Management, Investments, Fixed Annuities, Financial Advisory, Long-term Care, Personal Finance, 401k, Financial Planners, Financial Coaching, Mutual Funds, Small Business, Series 7, Wealth Accumulation
Education
Centenary College of Louisiana 1985 — 1988
Master of Business Administration (MBA)
Louisiana State University in Shreveport 1974 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Bryan Clifton's SagePoint Financial Experience April 2014 - August 2015
Job Field Management Consultant at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group June 2015 - Present
SagePoint Financial April 2014 - August 2015
AIG April 2014 - June 2015
ProEquities, Inc. June 2011 - December 2013
Bankers Life and Casualty Company June 2011 - November 2013
MetLife April 2008 - June 2011
Skills
Recruiting, Employee Training, Sales Management, Sales, Sales Operations, Strategic Financial..., Financial Services, Wealth Management, Investments, Operating Budgets, Salesforce Training, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Series 7, Sales Presentations, Building Relationships, Financial Advisory, Business Planning, Investment Advisory, New Business Development, IRAs, Banking, Finance, 401k, Cross Selling, Long Term Care Insurance, Brokers, Whole Life, Universal Life, Series 63, Variable Annuities, Health Insurance, Financial Planners, Wealth Accumulation, Voluntary Employee..., Series 65, Life, Licensed Life, Securities, FINRA, Group Insurance, Wealth
Education
Henderson State University 1991 — 1994
Finance, General
Bismarck High School 1989 — 1991
General Studies, General Studies
Western & Southern Financial Group June 2015 - Present
SagePoint Financial April 2014 - August 2015
AIG April 2014 - June 2015
ProEquities, Inc. June 2011 - December 2013
Bankers Life and Casualty Company June 2011 - November 2013
MetLife April 2008 - June 2011
Skills
Recruiting, Employee Training, Sales Management, Sales, Sales Operations, Strategic Financial..., Financial Services, Wealth Management, Investments, Operating Budgets, Salesforce Training, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Series 7, Sales Presentations, Building Relationships, Financial Advisory, Business Planning, Investment Advisory, New Business Development, IRAs, Banking, Finance, 401k, Cross Selling, Long Term Care Insurance, Brokers, Whole Life, Universal Life, Series 63, Variable Annuities, Health Insurance, Financial Planners, Wealth Accumulation, Voluntary Employee..., Series 65, Life, Licensed Life, Securities, FINRA, Group Insurance, Wealth
Education
Henderson State University 1991 — 1994
Finance, General
Bismarck High School 1989 — 1991
General Studies, General Studies
Azim Ellam's SagePoint Financial Experience January 2013 - June 2013
Job US Accountant at Flexpipe Systems
Industry Financial Services
Experience
Flexpipe Systems April 2014 - May 2015
Gary W. Lambert & Co. July 2013 - January 2014
SagePoint Financial January 2013 - June 2013
McCoy Student Managed Investment Fund August 2012 - May 2013
Texas State University - Financial Management Association August 2012 - January 2013
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Valuation, Economics, Bloomberg Terminal, Equities, Accounting, Management, Fixed Income, Financial Modeling, Banking, Finance, Bloomberg, Leadership, Mutual Funds, Corporate Finance, Financial Planning
Education
CFA Institute
Chartered Financial Analyst
Texas State University-San Marcos 2010 — 2013
BBA Finance & BBA Accounting
Flexpipe Systems April 2014 - May 2015
Gary W. Lambert & Co. July 2013 - January 2014
SagePoint Financial January 2013 - June 2013
McCoy Student Managed Investment Fund August 2012 - May 2013
Texas State University - Financial Management Association August 2012 - January 2013
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Valuation, Economics, Bloomberg Terminal, Equities, Accounting, Management, Fixed Income, Financial Modeling, Banking, Finance, Bloomberg, Leadership, Mutual Funds, Corporate Finance, Financial Planning
Education
CFA Institute
Chartered Financial Analyst
Texas State University-San Marcos 2010 — 2013
BBA Finance & BBA Accounting
Shane Mullins's SagePoint Financial Experience July 2013 - Present
Job Registered Representative at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial July 2013 - Present
Village Concepts, Inc. May 2012 - August 2012
Greenkeeper Land Services LLC May 2010 - August 2011
Education
Roanoke College 2009 — 2013
SagePoint Financial July 2013 - Present
Village Concepts, Inc. May 2012 - August 2012
Greenkeeper Land Services LLC May 2010 - August 2011
Education
Roanoke College 2009 — 2013
Charlene Perry's SagePoint Financial Experience 1998 - Present
Job Regestered Rep. at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial 1998 - Present
Skills
Professional...
Education
Providence College
Master of Business Administration (M.B.A.)
Rhode Island College
Bachelor of Arts (B.A.), Psychology and Sociology
SagePoint Financial 1998 - Present
Skills
Professional...
Education
Providence College
Master of Business Administration (M.B.A.)
Rhode Island College
Bachelor of Arts (B.A.), Psychology and Sociology
Douglas Dienst's SagePoint Financial Experience October 2013 - October 2014
Job Account Administrator Mid Atlantic Trust Company
Industry Financial Services
Experience
Mid Atlantic Capital Group, Inc. January 2015 - Present
SagePoint Financial October 2013 - October 2014
Nationwide Financial October 2012 - April 2013
Skills
Series 6, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Insurance, Life Insurance, Investments, Wealth Management, Strategic Financial..., Customer Service, Series 7, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research
Education
The Ohio State University 2010 — 2012
Bachelor's degree, Personal finance, 3.3
Mid Atlantic Capital Group, Inc. January 2015 - Present
SagePoint Financial October 2013 - October 2014
Nationwide Financial October 2012 - April 2013
Skills
Series 6, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Fixed Annuities, Financial Services, IRAs, Insurance, Life Insurance, Investments, Wealth Management, Strategic Financial..., Customer Service, Series 7, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research
Education
The Ohio State University 2010 — 2012
Bachelor's degree, Personal finance, 3.3
William Stibrany's SagePoint Financial Experience April 1998 - Present
Job Adjunct Faculty – Accounting at Northampton Community College
Industry Higher Education
Experience
SagePoint Financial April 1998 - Present
DeSales University January 2003 - Present
Northampton Community College December 2014 - Present
Skills
Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Accounting, Investment Advisory, Investment Strategies, Equities, Securities, Investment Management, Bonds, Retirement, Series 7, Series 63, Asset Allocation, Higher Education, Educational Technology, Leadership Development
Education
DeSales University
Master of Business Administration (MBA), Finance, General
DeSales University
Bachelor's degree, Accounting and Finance
SagePoint Financial April 1998 - Present
DeSales University January 2003 - Present
Northampton Community College December 2014 - Present
Skills
Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Accounting, Investment Advisory, Investment Strategies, Equities, Securities, Investment Management, Bonds, Retirement, Series 7, Series 63, Asset Allocation, Higher Education, Educational Technology, Leadership Development
Education
DeSales University
Master of Business Administration (MBA), Finance, General
DeSales University
Bachelor's degree, Accounting and Finance
Rachael Wilkins's SagePoint Financial Experience June 2008 - Present
Job Administrative Assistant at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial June 2008 - Present
Wells Fargo October 2006 - May 2008
Skills
Microsoft Excel, Wealth Management, Retirement Planning, Mutual Funds, Investments, Employee Benefits, Customer Service, Estate Planning, Microsoft Office
Education
Boise State University
SagePoint Financial June 2008 - Present
Wells Fargo October 2006 - May 2008
Skills
Microsoft Excel, Wealth Management, Retirement Planning, Mutual Funds, Investments, Employee Benefits, Customer Service, Estate Planning, Microsoft Office
Education
Boise State University
Rachael Wilkins's SagePoint Financial Experience 2008 - 2014
Job
Industry Financial Services
Experience
SagePoint Financial 2008 - 2014
Wells Fargo 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Access, HTML, Budgets, Time Management, Strategic Planning
Education
Boise State University
Business Administration and Management, General
SagePoint Financial 2008 - 2014
Wells Fargo 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Access, HTML, Budgets, Time Management, Strategic Planning
Education
Boise State University
Business Administration and Management, General
Samuel Saucedo's SagePoint Financial Experience November 2014 - Present
Job Vice President, SagePoint Financial Inc. Advisor Recruiting
Industry Financial Services
Experience
SagePoint Financial November 2014 - Present
Education
Texas A&M University
Bachelor of Arts (B.A.)
SagePoint Financial November 2014 - Present
Education
Texas A&M University
Bachelor of Arts (B.A.)
Tony Tessitore's SagePoint Financial Experience August 2009 - June 2015
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
Fourest, LLC July 2015 - Present
SagePoint Financial August 2009 - June 2015
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Fourest, LLC July 2015 - Present
SagePoint Financial August 2009 - June 2015
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance