Securities America, Inc. Member FINRA/SIPC
Securities America, Inc. Member FINRA/SIPC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Securities America, Inc. Member FINRA/SIPC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Securities America, Inc. Member FINRA/SIPC Employees
Employee
Years
Job
Industry
Diana McDonnell Diana McDonnell's Securities America, Inc. Member FINRA/SIPC Experience February 2008 - July 2012
Job Account Executive at NEI Global Relocation
Industry Management Consulting
Experience
NEI Global Relocation July 2012 - Present
Securities America, Inc. Member FINRA/SIPC February 2008 - July 2012
Skills
Marketing, Leadership, Account Management, Sales, Customer Service, Team Building, Time Management, Customer Retention, Management, Business Development, Training, Sellers, Negotiation, First Time Home Buyers, Investment Properties, Contract Negotiation
Education
University of Nebraska at Omaha 2001 — 2006
NEI Global Relocation July 2012 - Present
Securities America, Inc. Member FINRA/SIPC February 2008 - July 2012
Skills
Marketing, Leadership, Account Management, Sales, Customer Service, Team Building, Time Management, Customer Retention, Management, Business Development, Training, Sellers, Negotiation, First Time Home Buyers, Investment Properties, Contract Negotiation
Education
University of Nebraska at Omaha 2001 — 2006
Patrice Schurr Patrice Schurr's Securities America, Inc. Member FINRA/SIPC Experience November 2014 - Present
Job Student University Of Nebraska Linocln
Industry Marketing and Advertising
Experience
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
UNL Children Center August 2010 - May 2013
Kinder Haus Daycare January 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Google Docs, Group Work, Public Speaking, Social Networking, Microsoft Office, Time Management
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Senior
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
UNL Children Center August 2010 - May 2013
Kinder Haus Daycare January 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Google Docs, Group Work, Public Speaking, Social Networking, Microsoft Office, Time Management
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Senior
Jessica Muhle Jessica Muhle's Securities America, Inc. Member FINRA/SIPC Experience May 2014 - September 2014
Job Senior Compliance Analyst at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha September 2014 - Present
Divine Shepherd Lutheran Church September 2012 - Present
Securities America, Inc. Member FINRA/SIPC May 2014 - September 2014
Securities America January 2013 - May 2014
Securities America, Inc. Member FINRA/SIPC March 2012 - January 2013
Various Churches May 2003 - August 2012
Dynastic Partners 2010 - 2012
Dynastic Partners January 2010 - April 2011
Law Offices of Raymond E. Baker September 2006 - August 2008
Skills
Outlook, Microsoft Word, Microsoft Excel, Wordperfect, SmartOffice, Timeslips, Social Networking, Typing (75+ wpm), CaseMap
Education
University of Nebraska at Omaha 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2011
Bachelor's Degree, Finance, Banking & Investments, 3.75
Mutual of Omaha September 2014 - Present
Divine Shepherd Lutheran Church September 2012 - Present
Securities America, Inc. Member FINRA/SIPC May 2014 - September 2014
Securities America January 2013 - May 2014
Securities America, Inc. Member FINRA/SIPC March 2012 - January 2013
Various Churches May 2003 - August 2012
Dynastic Partners 2010 - 2012
Dynastic Partners January 2010 - April 2011
Law Offices of Raymond E. Baker September 2006 - August 2008
Skills
Outlook, Microsoft Word, Microsoft Excel, Wordperfect, SmartOffice, Timeslips, Social Networking, Typing (75+ wpm), CaseMap
Education
University of Nebraska at Omaha 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2011
Bachelor's Degree, Finance, Banking & Investments, 3.75
Nick Schriever Nick Schriever's Securities America, Inc. Member FINRA/SIPC Experience March 2015 - Present
Job Regional Recruiting Director (CO,UT,ID,OR,WA,AK) at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC March 2015 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - March 2015
Securities America, Inc. Member FINRA/SIPC July 2012 - March 2014
Lifetime Fitness January 2011 - May 2013
Bell Pool and Patio June 2009 - July 2012
Skills
Time Management, Leadership, Customer Service, Social Networking, Microsoft Office, Marketing, Outlook, Goal Setting, DOL Regulation 408(b)(2), Sales, Recruiting, Cold Calling, Relationship Management
Education
University of Nebraska at Omaha 2013 — 2016
Master of Business Administration (MBA), Collaboration Science
University of Nebraska at Omaha 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Grand View University 2009 — 2010
University of Sioux Falls 2008 — 2009
Securities America, Inc. Member FINRA/SIPC March 2015 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - March 2015
Securities America, Inc. Member FINRA/SIPC July 2012 - March 2014
Lifetime Fitness January 2011 - May 2013
Bell Pool and Patio June 2009 - July 2012
Skills
Time Management, Leadership, Customer Service, Social Networking, Microsoft Office, Marketing, Outlook, Goal Setting, DOL Regulation 408(b)(2), Sales, Recruiting, Cold Calling, Relationship Management
Education
University of Nebraska at Omaha 2013 — 2016
Master of Business Administration (MBA), Collaboration Science
University of Nebraska at Omaha 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Grand View University 2009 — 2010
University of Sioux Falls 2008 — 2009
Lori Hill, PMI-ACP, CSM Lori Hill, PMI-ACP, CSM's Securities America, Inc. Member FINRA/SIPC Experience May 2009 - May 2010
Job Project Manager at InsPro Technologies
Industry Information Technology and Services
Experience
InsPro Technologies June 2015 - Present
PMI Heartland Chapter Nebraska / Iowa January 2014 - Present
Jelecos November 2014 - May 2015
Capstone Consulting March 2014 - August 2014
Physicians Mutual March 2011 - March 2014
First National Bank of Omaha November 2010 - January 2011
Securities America, Inc. Member FINRA/SIPC May 2009 - May 2010
TD Ameritrade 2005 - 2009
TD Ameritrade 2004 - 2005
Skills
Leadership, Change Management, Business Analysis, Process Improvement, Agile Methodologies, Agile Project Management, SDLC, Project Portfolio..., Strategy, Management, Requirements Gathering, Training, Insurance, Requirements Analysis, Coaching, Performance Management, Risk Management, Securities, Vendor Management, Project Management, Series 7, Program Management, Software Project..., Analysis, Consulting, Business Process..., Software Documentation, Business Intelligence, Financial Services, Visio, Data Analysis, Series 24, Scrum, Certified Scrum Master..., Finance, Quality Assurance, SharePoint, Access, Series 63, PMP, Business Process, Integration, Team Building, Strategic Planning, Team Leadership
Education
University of Nebraska at Omaha
Bachlor of Political Science
University of South Florida
Political Science
InsPro Technologies June 2015 - Present
PMI Heartland Chapter Nebraska / Iowa January 2014 - Present
Jelecos November 2014 - May 2015
Capstone Consulting March 2014 - August 2014
Physicians Mutual March 2011 - March 2014
First National Bank of Omaha November 2010 - January 2011
Securities America, Inc. Member FINRA/SIPC May 2009 - May 2010
TD Ameritrade 2005 - 2009
TD Ameritrade 2004 - 2005
Skills
Leadership, Change Management, Business Analysis, Process Improvement, Agile Methodologies, Agile Project Management, SDLC, Project Portfolio..., Strategy, Management, Requirements Gathering, Training, Insurance, Requirements Analysis, Coaching, Performance Management, Risk Management, Securities, Vendor Management, Project Management, Series 7, Program Management, Software Project..., Analysis, Consulting, Business Process..., Software Documentation, Business Intelligence, Financial Services, Visio, Data Analysis, Series 24, Scrum, Certified Scrum Master..., Finance, Quality Assurance, SharePoint, Access, Series 63, PMP, Business Process, Integration, Team Building, Strategic Planning, Team Leadership
Education
University of Nebraska at Omaha
Bachlor of Political Science
University of South Florida
Political Science
Greg R. Orlean Greg R. Orlean's Securities America, Inc. Member FINRA/SIPC Experience January 1999 - August 2006
Job Vice President, Relationship Manager Business Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Redstone Payment Solutions February 2014 - August 2014
Convergent1 August 2013 - February 2014
Green Bank October 2008 - August 2013
Wells Fargo August 2006 - October 2008
Securities America, Inc. Member FINRA/SIPC January 1999 - August 2006
First Harbor Group, LLC February 2000 - July 2006
Phoenix Financial Services Group May 1999 - December 1999
Welker Engineering Company June 1996 - May 1999
Swift Computers, Inc August 1988 - June 1996
Skills
Loans, Commercial Lending, Banking, Credit, Investments, Finance, Commercial Banking, Lines Of Credit, Mutual Funds, Treasury Management, Loan Origination, Insurance, Retirement Planning, Private Banking, Cash Management, Small Business Lending, Credit Analysis, Mortgage Lending, Asset Management, Mergers & Acquisitions, Estate Planning, Twitter
Education
University of Phoenix 2006 — 2009
Bachelor of Science (BS), Marketing, Minor: International Studies
JPMorgan Chase August 2014 - Present
Redstone Payment Solutions February 2014 - August 2014
Convergent1 August 2013 - February 2014
Green Bank October 2008 - August 2013
Wells Fargo August 2006 - October 2008
Securities America, Inc. Member FINRA/SIPC January 1999 - August 2006
First Harbor Group, LLC February 2000 - July 2006
Phoenix Financial Services Group May 1999 - December 1999
Welker Engineering Company June 1996 - May 1999
Swift Computers, Inc August 1988 - June 1996
Skills
Loans, Commercial Lending, Banking, Credit, Investments, Finance, Commercial Banking, Lines Of Credit, Mutual Funds, Treasury Management, Loan Origination, Insurance, Retirement Planning, Private Banking, Cash Management, Small Business Lending, Credit Analysis, Mortgage Lending, Asset Management, Mergers & Acquisitions, Estate Planning, Twitter
Education
University of Phoenix 2006 — 2009
Bachelor of Science (BS), Marketing, Minor: International Studies
Robert Boettcher Robert Boettcher's Securities America, Inc. Member FINRA/SIPC Experience April 2007 - January 2008
Job MPCI Crop Aduster at Rural Community Insurance Services
Industry Insurance
Experience
Rural Community Insurance Services March 2010 - Present
West Corporation February 2008 - December 2009
Securities America, Inc. Member FINRA/SIPC April 2007 - January 2008
Skills
Customer Service, Project Management, Microsoft Office, Strategic Planning, Microsoft Word, Unix, Vendor Management, Program Management, Process Improvement, Microsoft Excel, Management
Education
University of Nebraska-Lincoln 1978 — 1986
Master's degree, Agriculture
Rural Community Insurance Services March 2010 - Present
West Corporation February 2008 - December 2009
Securities America, Inc. Member FINRA/SIPC April 2007 - January 2008
Skills
Customer Service, Project Management, Microsoft Office, Strategic Planning, Microsoft Word, Unix, Vendor Management, Program Management, Process Improvement, Microsoft Excel, Management
Education
University of Nebraska-Lincoln 1978 — 1986
Master's degree, Agriculture
Jaime Sullivan's Securities America, Inc. Member FINRA/SIPC Experience May 2012 - November 2013
Job Multimedia Developer at Peak Advisor Alliance
Industry Marketing and Advertising
Experience
Peak Advisor Alliance December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
University of Nebraska-Lincoln Information Services August 2011 - June 2012
University of Nebraska-Lincoln Information Services February 2009 - August 2011
Skills
Social Media Marketing, Web Design, Adobe Creative Suite, Video Editing, Final Cut Pro, Video Production, Photography, Graphic Design, Adobe After Effects, HubSpot
Education
University of Nebraska-Lincoln 2008 — 2012
BS, Advertising and Public Relations
Millard West High School 2004 — 2008
High School Diploma, General
Peak Advisor Alliance December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
University of Nebraska-Lincoln Information Services August 2011 - June 2012
University of Nebraska-Lincoln Information Services February 2009 - August 2011
Skills
Social Media Marketing, Web Design, Adobe Creative Suite, Video Editing, Final Cut Pro, Video Production, Photography, Graphic Design, Adobe After Effects, HubSpot
Education
University of Nebraska-Lincoln 2008 — 2012
BS, Advertising and Public Relations
Millard West High School 2004 — 2008
High School Diploma, General
Kyle Kaufman Kyle Kaufman's Securities America, Inc. Member FINRA/SIPC Experience May 2007 - August 2007
Job Manager, Retail Marketing at AMC Theatres
Industry Motion Pictures and Film
Experience
AMC Theatres May 2015 - Present
AMC Theatres September 2014 - May 2015
AMC Theatres July 2011 - October 2014
Mutual of Omaha April 2010 - July 2011
Cabela's September 2007 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2007 - August 2007
Union Pacific Railroad January 2006 - May 2007
Skills
Data Analysis, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Financial Modeling, Excel Dashboards, Budgeting, Process Improvement, Food & Beverage, Coaching, Analytics, Project Management
Education
University of Nebraska at Omaha 2003 — 2007
BS, Marketing, Management
AMC Theatres May 2015 - Present
AMC Theatres September 2014 - May 2015
AMC Theatres July 2011 - October 2014
Mutual of Omaha April 2010 - July 2011
Cabela's September 2007 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2007 - August 2007
Union Pacific Railroad January 2006 - May 2007
Skills
Data Analysis, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Financial Modeling, Excel Dashboards, Budgeting, Process Improvement, Food & Beverage, Coaching, Analytics, Project Management
Education
University of Nebraska at Omaha 2003 — 2007
BS, Marketing, Management
Adam Proskovec Adam Proskovec's Securities America, Inc. Member FINRA/SIPC Experience June 2013 - November 2013
Job Manager Securities Supervision at Mutual of Omaha Investor Services
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. November 2013 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - November 2013
Securities America, Inc. Member FINRA/SIPC March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC July 2008 - November 2010
Securities America, Inc. Member FINRA/SIPC November 2007 - October 2008
Skills
Risk, Compliance, Securities, Series 7, Series 24, FINRA, Risk Management, Series 66, Supervisory Skills, AML
Education
University of Nebraska-Lincoln 2000 — 2004
Bachelors, Finance and Accounting
Mutual of Omaha Investor Services, Inc. November 2013 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - November 2013
Securities America, Inc. Member FINRA/SIPC March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC July 2008 - November 2010
Securities America, Inc. Member FINRA/SIPC November 2007 - October 2008
Skills
Risk, Compliance, Securities, Series 7, Series 24, FINRA, Risk Management, Series 66, Supervisory Skills, AML
Education
University of Nebraska-Lincoln 2000 — 2004
Bachelors, Finance and Accounting
Laurie Burkhard Laurie Burkhard's Securities America, Inc. Member FINRA/SIPC Experience September 1994 - Present
Job Senior Business Consultant/Expert Practice Management Consultant/Certified Masters Coach
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 1994 - Present
Skills
Series 7, Securities, Series 63, Series 65, Process Improvement, Retirement Planning, Investment Advisory, Wealth Management, Financial Advisory, Certified Masters Coach, Series 24, Operational Efficiency, Hiring and Managing, Business Planning, Business Workflows, Continuity and..., Marketing and..., Client Management, Time Management, Business Development, Mutual Funds, Retirement, Investments, 401k, Social Media, Workflow Management, Referral Development, Brand Management, Referrals, Staff Management
Education
University of Nebraska at Omaha
Securities America, Inc. Member FINRA/SIPC September 1994 - Present
Skills
Series 7, Securities, Series 63, Series 65, Process Improvement, Retirement Planning, Investment Advisory, Wealth Management, Financial Advisory, Certified Masters Coach, Series 24, Operational Efficiency, Hiring and Managing, Business Planning, Business Workflows, Continuity and..., Marketing and..., Client Management, Time Management, Business Development, Mutual Funds, Retirement, Investments, 401k, Social Media, Workflow Management, Referral Development, Brand Management, Referrals, Staff Management
Education
University of Nebraska at Omaha
Patrick DeWald's Securities America, Inc. Member FINRA/SIPC Experience May 2011 - August 2011
Job Student at University of NebraskaLincoln
Industry
Experience
Securities America, Inc. Member FINRA/SIPC May 2011 - August 2011
The Bread Oven Inc. November 2010 - May 2011
Hy-Vee Food Inc. December 2007 - May 2011
Education
University of Nebraska-Lincoln 2011 — 2015
Securities America, Inc. Member FINRA/SIPC May 2011 - August 2011
The Bread Oven Inc. November 2010 - May 2011
Hy-Vee Food Inc. December 2007 - May 2011
Education
University of Nebraska-Lincoln 2011 — 2015
Lance Norquest's Securities America, Inc. Member FINRA/SIPC Experience June 2014 - July 2015
Job Analyst III Operations Fee Team at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America Inc. July 2015 - Present
Securities America, Inc. Member FINRA/SIPC June 2014 - July 2015
Gallup September 2011 - June 2014
Skills
Series 7, Customer Experience, Market Research, Management, Financial Analysis, Social Media, Organizational..., Microsoft Excel, Investments, Leadership, Risk Management, Time Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Securities America Inc. July 2015 - Present
Securities America, Inc. Member FINRA/SIPC June 2014 - July 2015
Gallup September 2011 - June 2014
Skills
Series 7, Customer Experience, Market Research, Management, Financial Analysis, Social Media, Organizational..., Microsoft Excel, Investments, Leadership, Risk Management, Time Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Frank Baird Frank Baird's Securities America, Inc. Member FINRA/SIPC Experience 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC 2005 - Present
Skills
Series 7, Retirement Planning, Investments, Risk Management, Series 63, Investment Advisory, Mutual Funds, FINRA, Asset Management, Fixed Income, Strategic Financial..., Securities, Portfolio Management, Equities, Wealth Management, Retirement, Insurance
Education
University of Rhode Island 1979 — 1983
BS, Finance/Economics
Securities America, Inc. Member FINRA/SIPC 2005 - Present
Skills
Series 7, Retirement Planning, Investments, Risk Management, Series 63, Investment Advisory, Mutual Funds, FINRA, Asset Management, Fixed Income, Strategic Financial..., Securities, Portfolio Management, Equities, Wealth Management, Retirement, Insurance
Education
University of Rhode Island 1979 — 1983
BS, Finance/Economics
Kurt McDonald Kurt McDonald's Securities America, Inc. Member FINRA/SIPC Experience August 2006 - Present
Job First Vice President Operations at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
TD Ameritrade December 1994 - June 2006
Skills
Series 7, Series 24, Series 4, Series 55, Series 53, Series 65, Series 63, FINRA, Securities, Mutual Funds, Investments, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Risk Management, Operations Management, General Securities..., Broker-Dealer Operations, Compliance Operations, Retirement, 401k, Alternative Investments, Financial Services, Asset Allocation, Options, Asset Management
Education
University of Nebraska at Omaha
Bachelor of Science (BS), Business Administration
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
TD Ameritrade December 1994 - June 2006
Skills
Series 7, Series 24, Series 4, Series 55, Series 53, Series 65, Series 63, FINRA, Securities, Mutual Funds, Investments, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Risk Management, Operations Management, General Securities..., Broker-Dealer Operations, Compliance Operations, Retirement, 401k, Alternative Investments, Financial Services, Asset Allocation, Options, Asset Management
Education
University of Nebraska at Omaha
Bachelor of Science (BS), Business Administration
Kevin Griffith Kevin Griffith's Securities America, Inc. Member FINRA/SIPC Experience June 2010 - July 2010
Job Associate at Kutak Rock
Industry Financial Services
Experience
Kutak Rock June 2015 - Present
Veritas Investment Partners LLLP June 2011 - Present
U.S. Bank August 2014 - May 2015
U.S. Bank June 2013 - May 2014
University of St. Thomas Aristotle Fund August 2012 - August 2013
University of St. Thomas November 2012 - May 2013
CNS Therapeutics May 2012 - December 2012
DealPen LLC February 2012 - November 2012
Securities America, Inc. Member FINRA/SIPC June 2010 - July 2010
University of St. Thomas February 2009 - May 2010
Skills
Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Valuation, Economics, Finance, Microsoft Office, PowerPoint, Analysis, Research, Accounting, Portfolio Management, Market Research, Microsoft Word, Strategy, Due Diligence, Excel, Financial Modeling, Business Analysis, Asset Management, Banking, Compliance, Word, Business Strategy, Strategic Planning, Corporate Law, Corporate Governance, Entrepreneurship
Education
University of St. Thomas 2010 — 2014
JD/MBA, Banking, Corporate, Finance, and Securities Law, 3.6
University of Nebraska College of Law 2010 — 2011
University of Saint Thomas - School of Business 2006 — 2010
B.A., Accounting and Finance
Omaha Creighton Preparatory School 2002 — 2006
Kutak Rock June 2015 - Present
Veritas Investment Partners LLLP June 2011 - Present
U.S. Bank August 2014 - May 2015
U.S. Bank June 2013 - May 2014
University of St. Thomas Aristotle Fund August 2012 - August 2013
University of St. Thomas November 2012 - May 2013
CNS Therapeutics May 2012 - December 2012
DealPen LLC February 2012 - November 2012
Securities America, Inc. Member FINRA/SIPC June 2010 - July 2010
University of St. Thomas February 2009 - May 2010
Skills
Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Valuation, Economics, Finance, Microsoft Office, PowerPoint, Analysis, Research, Accounting, Portfolio Management, Market Research, Microsoft Word, Strategy, Due Diligence, Excel, Financial Modeling, Business Analysis, Asset Management, Banking, Compliance, Word, Business Strategy, Strategic Planning, Corporate Law, Corporate Governance, Entrepreneurship
Education
University of St. Thomas 2010 — 2014
JD/MBA, Banking, Corporate, Finance, and Securities Law, 3.6
University of Nebraska College of Law 2010 — 2011
University of Saint Thomas - School of Business 2006 — 2010
B.A., Accounting and Finance
Omaha Creighton Preparatory School 2002 — 2006
Ryan Byrne Ryan Byrne's Securities America, Inc. Member FINRA/SIPC Experience May 2004 - May 2006
Job VP of Qualified Plans at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC April 2013 - Present
CLS Investments, LLC April 2010 - April 2013
CLS Investments, LLC May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2006
QA3 Financial Corp 2002 - 2004
Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science, M.I.S.
Millard North High School 1994 — 1997
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC April 2013 - Present
CLS Investments, LLC April 2010 - April 2013
CLS Investments, LLC May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2006
QA3 Financial Corp 2002 - 2004
Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science, M.I.S.
Millard North High School 1994 — 1997
Irene Thomas Irene Thomas's Securities America, Inc. Member FINRA/SIPC Experience April 1997 - January 1998
Job Senior Business Systems Analyst, Fixed Income at Capital Group
Industry Financial Services
Experience
Capital Group January 2013 - Present
Capital Group September 2011 - January 2013
UNX December 2004 - July 2011
UNX December 2002 - December 2004
UNX April 2000 - December 2002
Securities America, Inc. Member FINRA/SIPC April 1997 - January 1998
Securities America, Inc. Member FINRA/SIPC April 1997 - January 1998
US Bank January 1996 - April 1997
Skills
Agile Methodologies, SQL, Visio, Electronic Trading, Trading Systems, Product Management, Project Management, MS Project, Microsoft Excel, PowerPoint, Requirements Analysis, Equities, Business Analysis, Business Process..., Market Data, Access, Management, Risk Management, Product Development
Education
University of Nebraska-Lincoln
Capital Group January 2013 - Present
Capital Group September 2011 - January 2013
UNX December 2004 - July 2011
UNX December 2002 - December 2004
UNX April 2000 - December 2002
Securities America, Inc. Member FINRA/SIPC April 1997 - January 1998
Securities America, Inc. Member FINRA/SIPC April 1997 - January 1998
US Bank January 1996 - April 1997
Skills
Agile Methodologies, SQL, Visio, Electronic Trading, Trading Systems, Product Management, Project Management, MS Project, Microsoft Excel, PowerPoint, Requirements Analysis, Equities, Business Analysis, Business Process..., Market Data, Access, Management, Risk Management, Product Development
Education
University of Nebraska-Lincoln
Joseph Sopcich Joseph Sopcich's Securities America, Inc. Member FINRA/SIPC Experience September 2007 - Present
Job Developer at Securities America
Industry Information Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2007 - Present
Kiewit July 2005 - August 2007
Credit Advisors 2003 - 2005
Telenational Marketing 1997 - 2003
Skills
C#, VB.NET, ASP.NET, HTML, CSS, JavaScript, SQL Server 2000-2008, Sybase, SQL, ADO.NET, LINQ, IIS, WCF, Web Services, Visual Studio, Notepad++, Aqua Data Studio, SQL Server, XML, .NET, AJAX, ASP, T-SQL, ASP.NET MVC, jQuery, Oracle, Microsoft SQL Server, Visual Basic
Education
Microsoft Certification
MCPD, Microsoft Certified Professional Developer
University of Nebraska at Omaha
Bachelors, Computer Science
Securities America, Inc. Member FINRA/SIPC September 2007 - Present
Kiewit July 2005 - August 2007
Credit Advisors 2003 - 2005
Telenational Marketing 1997 - 2003
Skills
C#, VB.NET, ASP.NET, HTML, CSS, JavaScript, SQL Server 2000-2008, Sybase, SQL, ADO.NET, LINQ, IIS, WCF, Web Services, Visual Studio, Notepad++, Aqua Data Studio, SQL Server, XML, .NET, AJAX, ASP, T-SQL, ASP.NET MVC, jQuery, Oracle, Microsoft SQL Server, Visual Basic
Education
Microsoft Certification
MCPD, Microsoft Certified Professional Developer
University of Nebraska at Omaha
Bachelors, Computer Science
Dona Ramirez Dona Ramirez's Securities America, Inc. Member FINRA/SIPC Experience 2009 - 2011
Job Administrative Assistant
Industry Financial Services
Experience
Bartnick Financial Group December 2011 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - 2011
Shark Eyes, Inc. 1998 - 2006
Education
University of Phoenix 2003 — 2005
Business
Bartnick Financial Group December 2011 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - 2011
Shark Eyes, Inc. 1998 - 2006
Education
University of Phoenix 2003 — 2005
Business
Jessica Muffly Jessica Muffly's Securities America, Inc. Member FINRA/SIPC Experience September 2006 - June 2011
Job Accounting & Human Resources Specialist at Joslyn Art Museum
Industry Museums and Institutions
Experience
Joslyn Art Museum October 2013 - Present
Ralston Arena October 2012 - Present
4 Paws Photo February 2012 - Present
Omaha Lancers Hockey Team February 2004 - October 2012
Securities America, Inc. Member FINRA/SIPC September 2006 - June 2011
Skills
Microsoft Excel, Customer Service, Outlook, Editing, Microsoft Word, Writing, Data Entry, Compliance, Problem Solving, Teamwork, Non-profits, Photography, Proofreading, Event Management, Nonprofits, Social Media
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelors of Journalism, Journalism, English and History
Joslyn Art Museum October 2013 - Present
Ralston Arena October 2012 - Present
4 Paws Photo February 2012 - Present
Omaha Lancers Hockey Team February 2004 - October 2012
Securities America, Inc. Member FINRA/SIPC September 2006 - June 2011
Skills
Microsoft Excel, Customer Service, Outlook, Editing, Microsoft Word, Writing, Data Entry, Compliance, Problem Solving, Teamwork, Non-profits, Photography, Proofreading, Event Management, Nonprofits, Social Media
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelors of Journalism, Journalism, English and History
Josh Cink Josh Cink's Securities America, Inc. Member FINRA/SIPC Experience August 2013 - Present
Job Systems Operator at Securities America, Inc. Member FINRA/SIPC
Industry Information Technology and Services
Experience
Securities America, Inc. Member FINRA/SIPC August 2013 - Present
HISG October 2010 - February 2013
Taizen Real Estate & Investment Group March 2010 - December 2011
PayPal June 2009 - April 2010
Senior Market Sales, Inc. May 2008 - February 2009
Sheppard's Business Interiors August 2003 - October 2006
Skills
Network Administration, VPN, Servers, Troubleshooting, Linux, SQL, Computer Hardware, Security, Server Administration, System Administration, Server Admin, MySQL, Xen, PHP, OpenVPN, VoIP, Asterisk, Blackberry Enterprise..., Apache, Active Directory, Mac OS, Rsync, CSS, Microsoft Exchange, RSA SecurID, Remedy Ticketing System, Technical Support, Unix, BMC Remedy, Windows, Windows Server, Operating Systems, VMware, Software Installation, XP, Service Desk, Disaster Recovery, Data Center, Windows 7, Help Desk Support, IT Operations, Bash
Education
Iowa Western Community College 2008 — 2009
Mathematics, Mathematics
University of Nebraska at Omaha 2003 — 2007
Information Assurance, Computer Science
Securities America, Inc. Member FINRA/SIPC August 2013 - Present
HISG October 2010 - February 2013
Taizen Real Estate & Investment Group March 2010 - December 2011
PayPal June 2009 - April 2010
Senior Market Sales, Inc. May 2008 - February 2009
Sheppard's Business Interiors August 2003 - October 2006
Skills
Network Administration, VPN, Servers, Troubleshooting, Linux, SQL, Computer Hardware, Security, Server Administration, System Administration, Server Admin, MySQL, Xen, PHP, OpenVPN, VoIP, Asterisk, Blackberry Enterprise..., Apache, Active Directory, Mac OS, Rsync, CSS, Microsoft Exchange, RSA SecurID, Remedy Ticketing System, Technical Support, Unix, BMC Remedy, Windows, Windows Server, Operating Systems, VMware, Software Installation, XP, Service Desk, Disaster Recovery, Data Center, Windows 7, Help Desk Support, IT Operations, Bash
Education
Iowa Western Community College 2008 — 2009
Mathematics, Mathematics
University of Nebraska at Omaha 2003 — 2007
Information Assurance, Computer Science
Greg Weiss Greg Weiss's Securities America, Inc. Member FINRA/SIPC Experience September 2007 - March 2011
Job Vice President, Chief Compliance Officer at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services June 2013 - Present
BancWest Investment Services March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC September 2007 - March 2011
Securities America, Inc. Member FINRA/SIPC January 2007 - September 2007
Securities America, Inc. Member FINRA/SIPC February 2005 - January 2007
Securities America, Inc. Member FINRA/SIPC December 2002 - February 2005
Securities America, Inc. Member FINRA/SIPC November 2001 - December 2002
Securities America, Inc. Member FINRA/SIPC May 2000 - November 2001
Education
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP, FINRA Institute at Wharton
University of Nebraska at Omaha 2004 — 2007
Master of Business Administration
University of Nebraska at Omaha 1999 — 2004
Bachelor of Science in Business Administration, Finance and Banking
BancWest Investment Services June 2013 - Present
BancWest Investment Services March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC September 2007 - March 2011
Securities America, Inc. Member FINRA/SIPC January 2007 - September 2007
Securities America, Inc. Member FINRA/SIPC February 2005 - January 2007
Securities America, Inc. Member FINRA/SIPC December 2002 - February 2005
Securities America, Inc. Member FINRA/SIPC November 2001 - December 2002
Securities America, Inc. Member FINRA/SIPC May 2000 - November 2001
Education
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP, FINRA Institute at Wharton
University of Nebraska at Omaha 2004 — 2007
Master of Business Administration
University of Nebraska at Omaha 1999 — 2004
Bachelor of Science in Business Administration, Finance and Banking
Cindy Paskett Cindy Paskett's Securities America, Inc. Member FINRA/SIPC Experience 1991 - 2003
Job Practice Management Consultant
Industry Financial Services
Experience
Lincoln Financial Network June 2004 - Present
Securities America, Inc. Member FINRA/SIPC 1991 - 2003
Skills
Management Consulting, Strategic Planning, Customer Relations, Administration, Public Speaking, Customer Service, Strategic Financial..., Employee Training, Training, Recruiting, Coaching, CRM, Financial Advisory, Financial Planning, Insurance, Salesforce.com
Education
University of Phoenix 2006 — 2011
Business Management, Business Management & Marketing
Lincoln Financial Network June 2004 - Present
Securities America, Inc. Member FINRA/SIPC 1991 - 2003
Skills
Management Consulting, Strategic Planning, Customer Relations, Administration, Public Speaking, Customer Service, Strategic Financial..., Employee Training, Training, Recruiting, Coaching, CRM, Financial Advisory, Financial Planning, Insurance, Salesforce.com
Education
University of Phoenix 2006 — 2011
Business Management, Business Management & Marketing
Deb Hartford Deb Hartford's Securities America, Inc. Member FINRA/SIPC Experience August 2000 - July 2007
Job Registered Principal, Compliance & Supervision
Industry Financial Services
Experience
JFC Financial Services, Inc November 2007 - Present
Securities America, Inc. Member FINRA/SIPC August 2000 - July 2007
Unident 1998 - 2000
MDS Harris 1982 - 1998
Skills
Compliance, Event Planning, Writing, Employee Training, Social Media, Web Design, Financial Planning, Investment Management
Education
Univeristy of Nebraska-Lincoln 1993 — 1994
MA, Master of Arts, Adult Education
University of Nebraska-Lincoln 1975 — 1977
BS, Bachelor of Science, Secondary Education
JFC Financial Services, Inc November 2007 - Present
Securities America, Inc. Member FINRA/SIPC August 2000 - July 2007
Unident 1998 - 2000
MDS Harris 1982 - 1998
Skills
Compliance, Event Planning, Writing, Employee Training, Social Media, Web Design, Financial Planning, Investment Management
Education
Univeristy of Nebraska-Lincoln 1993 — 1994
MA, Master of Arts, Adult Education
University of Nebraska-Lincoln 1975 — 1977
BS, Bachelor of Science, Secondary Education
Shannon Dwyer Shannon Dwyer's Securities America, Inc. Member FINRA/SIPC Experience February 2011 - May 2011
Job Senior Campaign Manager at Yahoo!
Industry Marketing and Advertising
Experience
Yahoo! January 2013 - Present
Yahoo! January 2013 - March 2013
Security National Bank February 2012 - January 2013
Security National Bank June 2011 - July 2012
Security National Bank June 2011 - February 2012
Securities America, Inc. Member FINRA/SIPC February 2011 - May 2011
Securities America, Inc. Member FINRA/SIPC July 2010 - February 2011
Securities America, Inc. Member FINRA/SIPC July 2007 - July 2010
Cheeburger Cheeburger January 2006 - August 2006
Skills
Social Media, Social Media Marketing, Advertising, Microsoft Office, Marketing Communications, Outlook, Customer Service, Microsoft Excel, Public Relations, Photoshop, PowerPoint, Microsoft Word, InDesign, Marketing Strategy, Social Networking, Sales, Event Planning, Team Leadership, Management, Direct Marketing, Time Management, Advertising Operations, Display Advertising, Optimization, Ad Optimization
Education
University of Nebraska at Omaha 2007 — 2011
Marketing, Marketing and Communications
University of Nebraska at Omaha 2007 — 2011
Bachelor degree, Marketing; Communication
Yahoo! January 2013 - Present
Yahoo! January 2013 - March 2013
Security National Bank February 2012 - January 2013
Security National Bank June 2011 - July 2012
Security National Bank June 2011 - February 2012
Securities America, Inc. Member FINRA/SIPC February 2011 - May 2011
Securities America, Inc. Member FINRA/SIPC July 2010 - February 2011
Securities America, Inc. Member FINRA/SIPC July 2007 - July 2010
Cheeburger Cheeburger January 2006 - August 2006
Skills
Social Media, Social Media Marketing, Advertising, Microsoft Office, Marketing Communications, Outlook, Customer Service, Microsoft Excel, Public Relations, Photoshop, PowerPoint, Microsoft Word, InDesign, Marketing Strategy, Social Networking, Sales, Event Planning, Team Leadership, Management, Direct Marketing, Time Management, Advertising Operations, Display Advertising, Optimization, Ad Optimization
Education
University of Nebraska at Omaha 2007 — 2011
Marketing, Marketing and Communications
University of Nebraska at Omaha 2007 — 2011
Bachelor degree, Marketing; Communication
Shaina Kennedy Shaina Kennedy's Securities America, Inc. Member FINRA/SIPC Experience November 2011 - March 2013
Job Credit Analyst at ACCESS Bank
Industry Banking
Experience
ACCESS Bank March 2013 - Present
Securities America, Inc. Member FINRA/SIPC November 2011 - March 2013
Securities America, Inc. Member FINRA/SIPC April 2010 - December 2011
Securities America, Inc. Member FINRA/SIPC May 2008 - April 2010
American Enterprise (World Insurance) May 2005 - May 2008
TD Ameritrade January 2005 - May 2005
Skills
Finance, Auditing, Management, Customer Service, Marketing, Accounting, FINRA, Tax, Financial Services, Securities, Insurance, Investments, Analysis, Process Improvement
Education
University of Nebraska at Omaha 2008 — 2011
Master, Business Administration
University of Nebraska at Omaha 2004 — 2011
Bachelor of Science, Finance, Portfolio Management, Real Estate
ACCESS Bank March 2013 - Present
Securities America, Inc. Member FINRA/SIPC November 2011 - March 2013
Securities America, Inc. Member FINRA/SIPC April 2010 - December 2011
Securities America, Inc. Member FINRA/SIPC May 2008 - April 2010
American Enterprise (World Insurance) May 2005 - May 2008
TD Ameritrade January 2005 - May 2005
Skills
Finance, Auditing, Management, Customer Service, Marketing, Accounting, FINRA, Tax, Financial Services, Securities, Insurance, Investments, Analysis, Process Improvement
Education
University of Nebraska at Omaha 2008 — 2011
Master, Business Administration
University of Nebraska at Omaha 2004 — 2011
Bachelor of Science, Finance, Portfolio Management, Real Estate
Rachel Hargus's Securities America, Inc. Member FINRA/SIPC Experience November 2008 - March 2009
Job Logistics Operations at Union Pacific Distribution Services
Industry Logistics and Supply Chain
Experience
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
John Vipond John Vipond's Securities America, Inc. Member FINRA/SIPC Experience May 2000 - Present
Job Product Consultant III at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Securities America, Inc. Member FINRA/SIPC May 2000 - Present
Raymond James Financial, Inc. 1999 - 2000
Kirkpatrick Pettis 1990 - 1999
Ameritrade 1987 - 1990
Skills
Series 7, Series 63, Sales Presentations, Organization Skills, Training & Development, Design Research, Account Management, Marketing Communications, Operational Planning
Education
University of Nebraska-Lincoln 1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General
Cathedral High School, Omaha Ne
Jerry Mell Jerry Mell's Securities America, Inc. Member FINRA/SIPC Experience June 2014 - June 2015
Job Wealth Management at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC June 2014 - June 2015
Pacific Life December 2013 - May 2014
Olsson Associates May 2013 - August 2013
Mell's Remodeling June 2008 - August 2012
Skills
Project Management, Marketing Management, Financial Analysis, Wealth Management, Project Planning, Process Improvement, Customer Service, Management, Social Media, Microsoft Excel, Risk Management, Leadership, Business Analysis
Education
University of Nebraska at Omaha 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Securities America, Inc. Member FINRA/SIPC June 2014 - June 2015
Pacific Life December 2013 - May 2014
Olsson Associates May 2013 - August 2013
Mell's Remodeling June 2008 - August 2012
Skills
Project Management, Marketing Management, Financial Analysis, Wealth Management, Project Planning, Process Improvement, Customer Service, Management, Social Media, Microsoft Excel, Risk Management, Leadership, Business Analysis
Education
University of Nebraska at Omaha 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, and Marketing
Mary Wierzbicki's Securities America, Inc. Member FINRA/SIPC Experience July 2006 - February 2015
Job Senior Marketing Specialist at Securities America
Industry Graphic Design
Experience
Securities America, Inc. Member FINRA/SIPC July 2006 - February 2015
Skills
Brochures, Management, Corporate Branding, Corporate Identity, Direct Marketing, Marketing, Leadership, Social Media Marketing, Email Marketing, Customer Service, Social Media, Photoshop, Newsletters, Marketing Strategy
Education
University of Nebraska at Omaha
Securities America, Inc. Member FINRA/SIPC July 2006 - February 2015
Skills
Brochures, Management, Corporate Branding, Corporate Identity, Direct Marketing, Marketing, Leadership, Social Media Marketing, Email Marketing, Customer Service, Social Media, Photoshop, Newsletters, Marketing Strategy
Education
University of Nebraska at Omaha
Jeff Bjurstrom Jeff Bjurstrom's Securities America, Inc. Member FINRA/SIPC Experience October 2006 - Present
Job
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC October 2006 - Present
Morgan Stanley Dean Witter 1999 - 2001
Merrill Lynch 1997 - 1999
Voices for Children, Inc. 1995 - 1998
USE Credit Union 1994 - 1996
San Diego Trust & Savings 1992 - 1994
Great American Bank 1985 - 1992
Education
University of San Diego 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1979 — 1984
BS, Economics
Kettle Moraine High 1976 — 1979
Securities America, Inc. Member FINRA/SIPC October 2006 - Present
Morgan Stanley Dean Witter 1999 - 2001
Merrill Lynch 1997 - 1999
Voices for Children, Inc. 1995 - 1998
USE Credit Union 1994 - 1996
San Diego Trust & Savings 1992 - 1994
Great American Bank 1985 - 1992
Education
University of San Diego 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1979 — 1984
BS, Economics
Kettle Moraine High 1976 — 1979
Sarah Egner (Evans) Sarah Egner (Evans)'s Securities America, Inc. Member FINRA/SIPC Experience August 2008 - March 2013
Job Auditor
Industry Government Administration
Experience
WPS Health Insurance May 2015 - Present
City of Fort Collins March 2013 - May 2015
Securities America, Inc. Member FINRA/SIPC August 2008 - March 2013
Securities America, Inc. Member FINRA/SIPC February 2008 - August 2008
U.S. Geological Survey (USGS) May 2007 - February 2008
Skills
Data Analysis, Sales & Use Tax, Accounting, Auditing, Bookkeeping, Microsoft Excel, Microsoft Office, Customer Service, SAS, Microsoft SQL Server, BlackLine, Confidentiality, Organization Skills, Presentation Skills, Statistical Data..., Account Reconciliation, Accounts Payable, Accruals, General Ledger, Microsoft Dynamics GP, Analytical Skills, Outlook, Policy, Data Entry
Education
University of Nebraska-Lincoln 2005 — 2007
Bachelor of Science (B.S.), Mathematics, 3.4
WPS Health Insurance May 2015 - Present
City of Fort Collins March 2013 - May 2015
Securities America, Inc. Member FINRA/SIPC August 2008 - March 2013
Securities America, Inc. Member FINRA/SIPC February 2008 - August 2008
U.S. Geological Survey (USGS) May 2007 - February 2008
Skills
Data Analysis, Sales & Use Tax, Accounting, Auditing, Bookkeeping, Microsoft Excel, Microsoft Office, Customer Service, SAS, Microsoft SQL Server, BlackLine, Confidentiality, Organization Skills, Presentation Skills, Statistical Data..., Account Reconciliation, Accounts Payable, Accruals, General Ledger, Microsoft Dynamics GP, Analytical Skills, Outlook, Policy, Data Entry
Education
University of Nebraska-Lincoln 2005 — 2007
Bachelor of Science (B.S.), Mathematics, 3.4
Sandi Budny's Securities America, Inc. Member FINRA/SIPC Experience August 2006 - Present
Job Senior Transition Consultant at Securities America Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
Securities America, Inc. Member FINRA/SIPC March 1998 - 2006
Skills
Series 7, Series 24, Series 63
Education
University of Nebraska at Omaha
Bachelor of Arts (B.A.), International/Global Studies
Securities America, Inc. Member FINRA/SIPC August 2006 - Present
Securities America, Inc. Member FINRA/SIPC March 1998 - 2006
Skills
Series 7, Series 24, Series 63
Education
University of Nebraska at Omaha
Bachelor of Arts (B.A.), International/Global Studies
Deric Wild's Securities America, Inc. Member FINRA/SIPC Experience October 1996 - July 1997
Job Practice Builder (Joint Venture Revenue Sharing Opportunities)
Industry Financial Services
Experience
The Partnership Ensemble October 2013 - Present
Lawson Delaney May 2012 - September 2013
QA3 Financial Corp March 2003 - March 2011
It Is In The Cards January 2000 - November 2003
Securities America, Inc. Member FINRA/SIPC October 1996 - July 1997
Skills
Recruiting, Strategic Financial..., Corporate Finance, New Business Development, Business Development, Communication, Persuasive Writing, Persuasive Presentations, Sales Management, Sales Process, Investments, Investment Advisory, Mergers, Acquistions, Mergers & Acquisitions, Finance, Marketing, Sales, Leadership, Management, Insurance, Wealth Management, Business Planning, Executive Management, Equities, Analysis, Partnerships, Training, Portfolio Management
Education
University of Nebraska-Lincoln 2006 — 2010
Master of Science (M.Sc.), Finance, 4.0
Joanne Baron - D.W. Brown Studio 1999 — 2000
Acting
Fairfield University/Lorenzo de' Medici 1998 — 1999
Certification of Italian as a 2nd language
University of Nebraska-Lincoln
Bachelor of Science (B.Sc.), Communication, Dramatic Arts, Journalism, 3.6
The Partnership Ensemble October 2013 - Present
Lawson Delaney May 2012 - September 2013
QA3 Financial Corp March 2003 - March 2011
It Is In The Cards January 2000 - November 2003
Securities America, Inc. Member FINRA/SIPC October 1996 - July 1997
Skills
Recruiting, Strategic Financial..., Corporate Finance, New Business Development, Business Development, Communication, Persuasive Writing, Persuasive Presentations, Sales Management, Sales Process, Investments, Investment Advisory, Mergers, Acquistions, Mergers & Acquisitions, Finance, Marketing, Sales, Leadership, Management, Insurance, Wealth Management, Business Planning, Executive Management, Equities, Analysis, Partnerships, Training, Portfolio Management
Education
University of Nebraska-Lincoln 2006 — 2010
Master of Science (M.Sc.), Finance, 4.0
Joanne Baron - D.W. Brown Studio 1999 — 2000
Acting
Fairfield University/Lorenzo de' Medici 1998 — 1999
Certification of Italian as a 2nd language
University of Nebraska-Lincoln
Bachelor of Science (B.Sc.), Communication, Dramatic Arts, Journalism, 3.6
Brian Strasser's Securities America, Inc. Member FINRA/SIPC Experience April 2013 - Present
Job Director Branch Office Support & Development at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Securities America, Inc. Member FINRA/SIPC April 2013 - Present
COR Clearing March 2002 - March 2013
Kirkpatrick Pettis 1998 - 2002
TD Ameritrade 1994 - 1998
Centris Federal Credit Union 1992 - 1994
Paine Webber 1992 - 1993
Skills
Series 7, Securities, Series 63, Series 24, FINRA, Mutual Funds, Financial Services, Financial Risk, Wealth Management, Investments, Electronic Trading, Securities Lending, Risk Management, Asset Allocation, Fixed Income, Trading, Capital Markets, Alternative Investments, Equities, Financial Markets, Portfolio Management, Vendor Management, Asset Management, Hedge Funds, Options, Investment Banking, Trading Systems, Back Office, Prime Brokerage, Middle Office, Investment Advisory, Banking, Relationship Management
Education
University of Nebraska at Omaha 1992 — 1994
MBA, Banking & Finance
University of Nebraska at Kearney 1989 — 1991
Julesburg High School 1986 — 1989
Val Astor's Securities America, Inc. Member FINRA/SIPC Experience January 2012 - Present
Job Developer Analyst at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2012 - Present
CSG International September 2010 - January 2012
Midlands Choice February 2007 - September 2010
LeaseTeam, Inc. 2005 - 2007
Omni Hotels 2000 - 2005
Skills
.NET, Microsoft SQL Server, C#, VB.NET, CSS, XML, SQL, IIS, Agile Methodologies, ASP.NET, JavaScript, jQuery, T-SQL, Visual Studio, Databases
Education
University of Nebraska-Lincoln 1987 — 1992
Securities America, Inc. Member FINRA/SIPC January 2012 - Present
CSG International September 2010 - January 2012
Midlands Choice February 2007 - September 2010
LeaseTeam, Inc. 2005 - 2007
Omni Hotels 2000 - 2005
Skills
.NET, Microsoft SQL Server, C#, VB.NET, CSS, XML, SQL, IIS, Agile Methodologies, ASP.NET, JavaScript, jQuery, T-SQL, Visual Studio, Databases
Education
University of Nebraska-Lincoln 1987 — 1992
Craig Bahrke's Securities America, Inc. Member FINRA/SIPC Experience March 1999 - March 2004
Job Brokerage Sales Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha November 2013 - Present
Pacific Life April 2005 - February 2013
Aureus Medical Group June 2004 - February 2005
Securities America, Inc. Member FINRA/SIPC March 1999 - March 2004
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Customer Service, Series 24, Series 65, Series 63, Variable Annuities, Sales&Marketing, Retirement, 401k, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Long-term Care, Alternative Investments, Asset Allocation, Asset Management, Cold Calling, Employee Benefits, FINRA, Finance, Financial Advisory, Financial Planners, Financial Risk, Financial Services, Health Insurance, IRAs, Investment Advisory, Portfolio Management, Property & Casualty..., Relationship Management, Risk Management, Sales, Sales Presentations, Securities, Selling, Series 6, Strategic Financial..., Underwriting, Wealth Management, Building Relationships
Education
University of Northern Iowa 1991 — 1996
Bacherlor of Arts, Business Administration and Management, General
Mutual of Omaha November 2013 - Present
Pacific Life April 2005 - February 2013
Aureus Medical Group June 2004 - February 2005
Securities America, Inc. Member FINRA/SIPC March 1999 - March 2004
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Customer Service, Series 24, Series 65, Series 63, Variable Annuities, Sales&Marketing, Retirement, 401k, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Life Insurance, Long-term Care, Alternative Investments, Asset Allocation, Asset Management, Cold Calling, Employee Benefits, FINRA, Finance, Financial Advisory, Financial Planners, Financial Risk, Financial Services, Health Insurance, IRAs, Investment Advisory, Portfolio Management, Property & Casualty..., Relationship Management, Risk Management, Sales, Sales Presentations, Securities, Selling, Series 6, Strategic Financial..., Underwriting, Wealth Management, Building Relationships
Education
University of Northern Iowa 1991 — 1996
Bacherlor of Arts, Business Administration and Management, General
Todd Gaswick's Securities America, Inc. Member FINRA/SIPC Experience November 2014 - Present
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC, Owner of TAG Financial Solutions
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
First Command Financial Services, Inc. March 2005 - November 2014
US Air Force 1985 - 2005
Skills
Wealth Management, Retirement, Leadership, DoD, Life Insurance, Investments, Insurance, Strategic Financial..., Sales, Business Development, Financial Services, Finance, Retirement Planning, Fixed Annuities
Education
Joint Military Intelligence College 1994 — 1995
Masters of Art, Strategic Intelligence
Western New England College 1986 — 1987
Masters of Science, Engineering Management
University of Nebraska-Lincoln 1980 — 1984
Bachelors of Science, Electrical Engineering
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
First Command Financial Services, Inc. March 2005 - November 2014
US Air Force 1985 - 2005
Skills
Wealth Management, Retirement, Leadership, DoD, Life Insurance, Investments, Insurance, Strategic Financial..., Sales, Business Development, Financial Services, Finance, Retirement Planning, Fixed Annuities
Education
Joint Military Intelligence College 1994 — 1995
Masters of Art, Strategic Intelligence
Western New England College 1986 — 1987
Masters of Science, Engineering Management
University of Nebraska-Lincoln 1980 — 1984
Bachelors of Science, Electrical Engineering
Keith Wichert's Securities America, Inc. Member FINRA/SIPC Experience May 2010 - Present
Job Systems Engineer
Industry Computer Software
Experience
Securities America, Inc. Member FINRA/SIPC May 2010 - Present
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2010
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, VB.NET, WCF, ASP, jQuery, Software Development, MySQL, SharePoint, Silverlight, Web Development, VMware, Windows, IIS, Sybase
Education
University of Northern Iowa 1986 — 2002
B.A., Chemistry
University of Northern Iowa 1986 — 1993
BA, Chemistry
Securities America, Inc. Member FINRA/SIPC May 2010 - Present
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2010
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, VB.NET, WCF, ASP, jQuery, Software Development, MySQL, SharePoint, Silverlight, Web Development, VMware, Windows, IIS, Sybase
Education
University of Northern Iowa 1986 — 2002
B.A., Chemistry
University of Northern Iowa 1986 — 1993
BA, Chemistry
Brad Park's Securities America, Inc. Member FINRA/SIPC Experience January 2014 - February 2015
Job Audit Manager, Internal Audit at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann February 2015 - Present
Securities America, Inc. Member FINRA/SIPC January 2014 - February 2015
Securities America, Inc. Member FINRA/SIPC March 2008 - January 2014
AmeriSphere Multifamily Finance, L.L.C. March 2004 - March 2008
Skills
Risk Management, Series 7, Series 24
Education
University of Nebraska at Omaha
MBA
University of Nebraska at Omaha 1996 — 2001
B.S.B.A, Finance and Banking
Ladenburg Thalmann February 2015 - Present
Securities America, Inc. Member FINRA/SIPC January 2014 - February 2015
Securities America, Inc. Member FINRA/SIPC March 2008 - January 2014
AmeriSphere Multifamily Finance, L.L.C. March 2004 - March 2008
Skills
Risk Management, Series 7, Series 24
Education
University of Nebraska at Omaha
MBA
University of Nebraska at Omaha 1996 — 2001
B.S.B.A, Finance and Banking
Kathy Shotkoski's Securities America, Inc. Member FINRA/SIPC Experience 2000 - September 2011
Job Instructor
Industry Professional Training & Coaching
Experience
National Safety Council - Nebraska Chapter August 2012 - Present
Securities America, Inc. Member FINRA/SIPC 2000 - September 2011
SilverStone Group November 1995 - May 2000
Skills
401k, Employee Benefits, Talent Acquisition, Employee Relations, Performance Management, Recruiting, Human Resources, Leadership Development, Coaching, Mergers, Training, Executive Management, HRIS, Talent Management
Education
University of Nebraska at Omaha
Bachelors, Business Management and Human Resources
National Safety Council - Nebraska Chapter August 2012 - Present
Securities America, Inc. Member FINRA/SIPC 2000 - September 2011
SilverStone Group November 1995 - May 2000
Skills
401k, Employee Benefits, Talent Acquisition, Employee Relations, Performance Management, Recruiting, Human Resources, Leadership Development, Coaching, Mergers, Training, Executive Management, HRIS, Talent Management
Education
University of Nebraska at Omaha
Bachelors, Business Management and Human Resources
William Brayman's Securities America, Inc. Member FINRA/SIPC Experience May 2012 - Present
Job Investment Advisor Representative at Cooper McManus
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
Chris Kuhl's Securities America, Inc. Member FINRA/SIPC Experience 2009 - February 2013
Job Insurance Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2013 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - February 2013
Securities America June 2005 - February 2009
Pacific Life June 2008 - October 2008
Ameritrade 2000 - 2005
Education
University of Nebraska at Omaha 1993 — 1995
Engineering
Lincoln Financial Group February 2013 - Present
Securities America, Inc. Member FINRA/SIPC 2009 - February 2013
Securities America June 2005 - February 2009
Pacific Life June 2008 - October 2008
Ameritrade 2000 - 2005
Education
University of Nebraska at Omaha 1993 — 1995
Engineering
Chris Bahle's Securities America, Inc. Member FINRA/SIPC Experience January 2008 - May 2010
Job Call Center Manager at Data Technologies
Industry Financial Services
Experience
Data Technologies November 2011 - Present
Securities America, Inc. Member FINRA/SIPC January 2008 - May 2010
TD Ameritrade January 2002 - December 2007
Skills
Process Improvement, Customer Service, Customer Support, Management, Microsoft Office 2003, Microsoft Office 2007, Call Center, Coaching Staff, Leadership, Team Leadership, Technology Support, Call Centers
Education
University of Nebraska at Omaha 1995 — 2001
Bachelor of Science, Management
Data Technologies November 2011 - Present
Securities America, Inc. Member FINRA/SIPC January 2008 - May 2010
TD Ameritrade January 2002 - December 2007
Skills
Process Improvement, Customer Service, Customer Support, Management, Microsoft Office 2003, Microsoft Office 2007, Call Center, Coaching Staff, Leadership, Team Leadership, Technology Support, Call Centers
Education
University of Nebraska at Omaha 1995 — 2001
Bachelor of Science, Management
Satish Banwasi's Securities America, Inc. Member FINRA/SIPC Experience 2008 - 2009
Job Compliance
Industry Financial Services
Experience
AIG Advisor Group September 2014 - Present
Allianz Life June 2009 - August 2014
Securities America, Inc. Member FINRA/SIPC 2008 - 2009
Securities America, Inc. Member FINRA/SIPC 2007 - 2008
Securities America, Inc. Member FINRA/SIPC 2002 - 2008
Aquila Inc July 2000 - June 2002
ResourcePhoeix Inc June 1998 - June 2000
Essar Steel Ltd 1992 - 1998
Skills
Auditing, Actimize implementation, Compliance, Anti-Money Laundering, Data Analysis, Investigation, Fraud Detection
Education
University of Nebraska at Omaha 2002 — 2004
MBA, Finance
University of Nebraska at Omaha 2001 — 2002
BS, Computer Science
St Joseph's College, Bangalore, India 1989 — 1992
BSc, Electronics
AIG Advisor Group September 2014 - Present
Allianz Life June 2009 - August 2014
Securities America, Inc. Member FINRA/SIPC 2008 - 2009
Securities America, Inc. Member FINRA/SIPC 2007 - 2008
Securities America, Inc. Member FINRA/SIPC 2002 - 2008
Aquila Inc July 2000 - June 2002
ResourcePhoeix Inc June 1998 - June 2000
Essar Steel Ltd 1992 - 1998
Skills
Auditing, Actimize implementation, Compliance, Anti-Money Laundering, Data Analysis, Investigation, Fraud Detection
Education
University of Nebraska at Omaha 2002 — 2004
MBA, Finance
University of Nebraska at Omaha 2001 — 2002
BS, Computer Science
St Joseph's College, Bangalore, India 1989 — 1992
BSc, Electronics
Joel Sommerer's Securities America, Inc. Member FINRA/SIPC Experience May 2012 - Present
Job Director of Operations Controls at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Securities America June 2009 - May 2012
Securities America, Inc. Member FINRA/SIPC September 2008 - June 2009
Skills
Process Improvement, Insurance, Risk Management, Business Analysis, SDLC, Vendor Management, Visio, Employee Training, Leadership
Education
University of Nebraska at Omaha 1987 — 1994
Batchelor of Science, Business Administation
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Securities America June 2009 - May 2012
Securities America, Inc. Member FINRA/SIPC September 2008 - June 2009
Skills
Process Improvement, Insurance, Risk Management, Business Analysis, SDLC, Vendor Management, Visio, Employee Training, Leadership
Education
University of Nebraska at Omaha 1987 — 1994
Batchelor of Science, Business Administation
Luke Rosengren's Securities America, Inc. Member FINRA/SIPC Experience May 2000 - January 2010
Job Mortgage Business Performance Analyst at American National and Peoples National Bank
Industry Financial Services
Experience
American National and Peoples National Bank March 2011 - Present
QA3 June 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC May 2000 - January 2010
Education
University of Nebraska at Omaha 1996 — 2000
BS, Accounting, Finance, Banking
American National and Peoples National Bank March 2011 - Present
QA3 June 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC May 2000 - January 2010
Education
University of Nebraska at Omaha 1996 — 2000
BS, Accounting, Finance, Banking
Paul Huerter's Securities America, Inc. Member FINRA/SIPC Experience September 1990 - Present
Job VP of Corporate Services at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 1990 - Present
Securities America 1990 - Present
Education
University of Nebraska-Lincoln 1977 — 1982
Securities America, Inc. Member FINRA/SIPC September 1990 - Present
Securities America 1990 - Present
Education
University of Nebraska-Lincoln 1977 — 1982
April Engelmann's Securities America, Inc. Member FINRA/SIPC Experience May 2009 - August 2011
Job Analyst II, Business Analyst, Employee Advocacy
Industry Financial Services
Experience
First National Bank of Omaha March 2014 - Present
Securities America Inc August 2011 - February 2014
Securities America, Inc. Member FINRA/SIPC May 2009 - August 2011
Tekdogan Dental Health Center PC July 2004 - April 2009
Mutual of Omaha April 1994 - July 2004
Mutual of Omaha October 2001 - July 2002
Mutual of Omaha April 1998 - October 2001
Mutual of Omaha April 1994 - April 1998
Skills
Hold Series 7, Also have ten years of..., Series 7, Strategic Financial..., Insurance
Education
University of Nebraska at Omaha
Business
First National Bank of Omaha March 2014 - Present
Securities America Inc August 2011 - February 2014
Securities America, Inc. Member FINRA/SIPC May 2009 - August 2011
Tekdogan Dental Health Center PC July 2004 - April 2009
Mutual of Omaha April 1994 - July 2004
Mutual of Omaha October 2001 - July 2002
Mutual of Omaha April 1998 - October 2001
Mutual of Omaha April 1994 - April 1998
Skills
Hold Series 7, Also have ten years of..., Series 7, Strategic Financial..., Insurance
Education
University of Nebraska at Omaha
Business
Matthew Chrisman's Securities America, Inc. Member FINRA/SIPC Experience July 2014 - February 2015
Job Regional Securities Supervision Principal at Mutual of Omaha Investor Svcs
Industry Financial Services
Experience
Mutual of Omaha Investor Svcs February 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - February 2015
Securities America, Inc. Member FINRA/SIPC June 2010 - July 2014
Securities America, Inc. Member FINRA/SIPC May 2008 - June 2010
White House Communications Agency August 2000 - June 2004
US Army August 1997 - August 2000
Education
University of Nebraska at Omaha 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of Nebraska at Omaha 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.9
Mutual of Omaha Investor Svcs February 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - February 2015
Securities America, Inc. Member FINRA/SIPC June 2010 - July 2014
Securities America, Inc. Member FINRA/SIPC May 2008 - June 2010
White House Communications Agency August 2000 - June 2004
US Army August 1997 - August 2000
Education
University of Nebraska at Omaha 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.8
University of Nebraska at Omaha 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.9
Erin Koziel's Securities America, Inc. Member FINRA/SIPC Experience March 2007 - October 2007
Job at Nebraska Methodist Hospital
Industry Hospital & Health Care
Experience
Nebraska Methodist Hospital May 2014 - Present
Methodist Women's Hospital June 2010 - Present
Nebraska Methodist Hospital May 2010 - Present
Nebraska Methodist Hospital October 2007 - May 2010
Securities America, Inc. Member FINRA/SIPC March 2007 - October 2007
Securities America, Inc. Member FINRA/SIPC March 2006 - March 2007
Securities America, Inc. Member FINRA/SIPC June 2002 - March 2006
Skills
Laboratory Medicine, Hospitals, Healthcare, Blood Bank, Hematology, Clinical Chemistry, Phlebotomy, Medical Technology, Coagulation, Urinalysis, Cerner, Laboratory Safety, Laboratory Automation, Laboratory Skills, HIPAA, Gram Staining
Education
University of Nebraska Medical Center 2009 — 2010
Bachelor of Science (BS), Clinical Laboratory Science/Medical Technology/Technologist
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (BS), Biotechnology
ALHS 1998 — 2002
Nebraska Methodist Hospital May 2014 - Present
Methodist Women's Hospital June 2010 - Present
Nebraska Methodist Hospital May 2010 - Present
Nebraska Methodist Hospital October 2007 - May 2010
Securities America, Inc. Member FINRA/SIPC March 2007 - October 2007
Securities America, Inc. Member FINRA/SIPC March 2006 - March 2007
Securities America, Inc. Member FINRA/SIPC June 2002 - March 2006
Skills
Laboratory Medicine, Hospitals, Healthcare, Blood Bank, Hematology, Clinical Chemistry, Phlebotomy, Medical Technology, Coagulation, Urinalysis, Cerner, Laboratory Safety, Laboratory Automation, Laboratory Skills, HIPAA, Gram Staining
Education
University of Nebraska Medical Center 2009 — 2010
Bachelor of Science (BS), Clinical Laboratory Science/Medical Technology/Technologist
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (BS), Biotechnology
ALHS 1998 — 2002
Jon Derra's Securities America, Inc. Member FINRA/SIPC Experience 2000 - Present
Job Regional Sales Supervision Principal at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC 2000 - Present
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (BS), Business Administration
Securities America, Inc. Member FINRA/SIPC 2000 - Present
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (BS), Business Administration
Bill Riker's Securities America, Inc. Member FINRA/SIPC Experience September 1994 - Present
Job Financial Consultant at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 1994 - Present
Education
University of San Diego 1978 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Securities America, Inc. Member FINRA/SIPC September 1994 - Present
Education
University of San Diego 1978 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jeremy Guill's Securities America, Inc. Member FINRA/SIPC Experience 2014 - Present
Job Branch Auditor at Securities America
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC 2014 - Present
JG5 Enterprises LLC November 2011 - Present
Allstate Insurance June 2006 - 2014
Skills
Stocks, Mutual Funds, Real Estate, Property Management, Insurance
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor's degree, Business Administration, Banking and Finance, Real Estate
University of Nebraska-Lincoln 2003 — 2006
Bachelor's degree, Accounting
Securities America, Inc. Member FINRA/SIPC 2014 - Present
JG5 Enterprises LLC November 2011 - Present
Allstate Insurance June 2006 - 2014
Skills
Stocks, Mutual Funds, Real Estate, Property Management, Insurance
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor's degree, Business Administration, Banking and Finance, Real Estate
University of Nebraska-Lincoln 2003 — 2006
Bachelor's degree, Accounting
Matt Kinsella's Securities America, Inc. Member FINRA/SIPC Experience September 2006 - Present
Job Director Wealth Management and Product Management at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2006 - Present
Skills
Alternative Investments, Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Securities, Investment Advisory, Strategic Financial..., Financial Services, Asset Management, Risk Management
Education
University of Nebraska at Omaha 2006 — 2008
Master's degree, Business Administration
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Securities America, Inc. Member FINRA/SIPC September 2006 - Present
Skills
Alternative Investments, Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Securities, Investment Advisory, Strategic Financial..., Financial Services, Asset Management, Risk Management
Education
University of Nebraska at Omaha 2006 — 2008
Master's degree, Business Administration
University of Nebraska at Omaha 2002 — 2006
Bachelor of Science (B.S.), Mathematics
David Schaal's Securities America, Inc. Member FINRA/SIPC Experience 2014 - Present
Job Branch Auditor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC 2014 - Present
Skills
Series 4, Series 5, Series 7, Series 15, Series 24, Series 53, Series 63, Series 65, Series 66, Certified Financial..., FINRA Arbitrator
Education
University of Nebraska at Omaha
Securities America, Inc. Member FINRA/SIPC 2014 - Present
Skills
Series 4, Series 5, Series 7, Series 15, Series 24, Series 53, Series 63, Series 65, Series 66, Certified Financial..., FINRA Arbitrator
Education
University of Nebraska at Omaha