Sethi Financial Group
Industry: Company
DescriptionFounded: 2003 Subsidiaries: Sethi Petroleum LLC, Sethi Financial Investments, Inc.
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Sethi Financial Group Employees
Employee
Years
Job
Industry
Kirby Hall Jackson III Kirby Hall Jackson III's Sethi Financial Group Experience August 2011 - May 2015
Job Financial Analyst, CFA Level III Candidate
Industry Financial Services
Experience
Sethi Financial Group August 2011 - May 2015
Saibus Research November 2014 - April 2015
Obsido Capital Management, LLC March 2014 - January 2015
JDJ Family Holdings (Private Investment Firm) November 2010 - June 2011
Penson Financial Services (Now Apex Clearing Corp) June 2006 - November 2010
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equity Research, Bloomberg Terminal, Bloomberg, Financial Risk, Investment Banking, Securities, Equity Valuation, Equity Trading, Options, Asset Management, Equity Derivatives, Equity Capital Markets, REIT, Real Estate, Microsoft SQL Server, Finance, Valuation, Investment Strategies, Series 7, Corporate Finance, Fixed Income, Thomson Reuters Software
Education
SMU 2003 — 2005
BSA, Economics with Financial Applications
CHARTERED FINANCIAL ANALYST PROGRAM
CFA, Level 3, Candidate
Sethi Financial Group August 2011 - May 2015
Saibus Research November 2014 - April 2015
Obsido Capital Management, LLC March 2014 - January 2015
JDJ Family Holdings (Private Investment Firm) November 2010 - June 2011
Penson Financial Services (Now Apex Clearing Corp) June 2006 - November 2010
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equity Research, Bloomberg Terminal, Bloomberg, Financial Risk, Investment Banking, Securities, Equity Valuation, Equity Trading, Options, Asset Management, Equity Derivatives, Equity Capital Markets, REIT, Real Estate, Microsoft SQL Server, Finance, Valuation, Investment Strategies, Series 7, Corporate Finance, Fixed Income, Thomson Reuters Software
Education
SMU 2003 — 2005
BSA, Economics with Financial Applications
CHARTERED FINANCIAL ANALYST PROGRAM
CFA, Level 3, Candidate
Mohammad Moghadam Mohammad Moghadam's Sethi Financial Group Experience September 2011 - January 2012
Job Administrative
Industry Hospital & Health Care
Experience
Pasha Rugz January 2014 - Present
Shabahang Empire Rugs May 2012 - June 2013
Sethi Financial Group September 2011 - January 2012
Amtech Manufacturing Inc September 2006 - October 2009
OIEC Group May 2002 - February 2006
Skills
Microsoft Office, Data Analysis, PowerPoint, Customer Service, Access, Microsoft Excel, SAS Programming, Marketing Strategy, Cisco Routers, Statistics, Microsoft SQL Server, Java, WLAN, Wireless Networking, Cisco VoIP, Windows Server, LAN-WAN, AutoCAD, VoIP, ISA Server 2000, IBM Servers, Snort, Wireshark, SolidWorks, Help Desk Support, VMware, Internet Troubleshooting, Technical Support, Networking, Sales, Research, Management
Education
Parker University 2013 — 2015
Master of Business Administration (M.B.A.), Health / Health Care Administration/Management
The University of Texas at Arlington - College of Business Administration 2009 — 2011
BS Economics / Management Information System
Pasha Rugz January 2014 - Present
Shabahang Empire Rugs May 2012 - June 2013
Sethi Financial Group September 2011 - January 2012
Amtech Manufacturing Inc September 2006 - October 2009
OIEC Group May 2002 - February 2006
Skills
Microsoft Office, Data Analysis, PowerPoint, Customer Service, Access, Microsoft Excel, SAS Programming, Marketing Strategy, Cisco Routers, Statistics, Microsoft SQL Server, Java, WLAN, Wireless Networking, Cisco VoIP, Windows Server, LAN-WAN, AutoCAD, VoIP, ISA Server 2000, IBM Servers, Snort, Wireshark, SolidWorks, Help Desk Support, VMware, Internet Troubleshooting, Technical Support, Networking, Sales, Research, Management
Education
Parker University 2013 — 2015
Master of Business Administration (M.B.A.), Health / Health Care Administration/Management
The University of Texas at Arlington - College of Business Administration 2009 — 2011
BS Economics / Management Information System
Le'Chester Williams, MBA's Sethi Financial Group Experience 2011 - 2011
Job Brand Marketer/Writer
Industry Marketing and Advertising
Experience
chesterwilliams.net December 2013 - Present
National Black MBA Association/Dallas-Ft. Worth Chapter January 2013 - Present
Fidelity Investments January 2012 - November 2013
Sethi Financial Group 2011 - 2011
Six Flags 2009 - 2010
Jackson Parish Hospital 2008 - 2009
Walgreens 2007 - 2007
Skills
Customer Service, Strategy, Investments, Risk Management, Financial Analysis, Strategic Planning, Teamwork, Analysis, Conflict Resolution, Series 7, Sales, Securities, Finance, Management, Series 63, series 66, Experiential Events, Promotions, Public Speaking, Nonprofits, Leadership
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MBA, International Business
Grambling State University 2004 — 2008
Bachelors of Science, Management, Economics (minor)
chesterwilliams.net December 2013 - Present
National Black MBA Association/Dallas-Ft. Worth Chapter January 2013 - Present
Fidelity Investments January 2012 - November 2013
Sethi Financial Group 2011 - 2011
Six Flags 2009 - 2010
Jackson Parish Hospital 2008 - 2009
Walgreens 2007 - 2007
Skills
Customer Service, Strategy, Investments, Risk Management, Financial Analysis, Strategic Planning, Teamwork, Analysis, Conflict Resolution, Series 7, Sales, Securities, Finance, Management, Series 63, series 66, Experiential Events, Promotions, Public Speaking, Nonprofits, Leadership
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MBA, International Business
Grambling State University 2004 — 2008
Bachelors of Science, Management, Economics (minor)
Diane Ciomperlik Diane Ciomperlik's Sethi Financial Group Experience January 2014 - May 2015
Job Investment Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Sethi Financial Group January 2014 - May 2015
Leaders in Trust Risk Relationship Management in Greater Dallas/Fort Worth Area 2013 - January 2014
Wells Fargo February 1991 - December 2012
JPMorgan Chase February 1991 - June 2001
Skills
Emlolyee Benefits, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Risk Management, Portfolio Management, Investment Management, Series 63, Mutual Funds, Management, Trust Management, Fiduciary Management, Relationship Management, New Business Development, Wealth Management, Money Purchase, Non-Qualified, 401k, 457 Plans, Plan Compliance, Risk Tolerance, Investment Selection, Investment Policy..., Rebalancing, Investment Policy..., Institutional Consulting, Institutional Business..., Institutional Accounts, Cross Selling, Building Relationships, Consultative Selling..., Leveraging Relationships, New Account Management, Insurance, Selling, Series 7, Financial Services, Leadership, Financial Risk, Corporate Finance, CRM, Finance, Investment Advisory, Due Diligence, Investment Strategies, Wealth Management..., Series 6, Uniform Combined State..., Financial Analysis
Education
Eastfield College
Finance, General
Series 7 and Series 66
Fidelity Investments September 2015 - Present
Sethi Financial Group January 2014 - May 2015
Leaders in Trust Risk Relationship Management in Greater Dallas/Fort Worth Area 2013 - January 2014
Wells Fargo February 1991 - December 2012
JPMorgan Chase February 1991 - June 2001
Skills
Emlolyee Benefits, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Investments, Risk Management, Portfolio Management, Investment Management, Series 63, Mutual Funds, Management, Trust Management, Fiduciary Management, Relationship Management, New Business Development, Wealth Management, Money Purchase, Non-Qualified, 401k, 457 Plans, Plan Compliance, Risk Tolerance, Investment Selection, Investment Policy..., Rebalancing, Investment Policy..., Institutional Consulting, Institutional Business..., Institutional Accounts, Cross Selling, Building Relationships, Consultative Selling..., Leveraging Relationships, New Account Management, Insurance, Selling, Series 7, Financial Services, Leadership, Financial Risk, Corporate Finance, CRM, Finance, Investment Advisory, Due Diligence, Investment Strategies, Wealth Management..., Series 6, Uniform Combined State..., Financial Analysis
Education
Eastfield College
Finance, General
Series 7 and Series 66
Hanzhang Fang Hanzhang Fang's Sethi Financial Group Experience January 2013 - May 2013
Job Client Accountant at Jet Aviation
Industry Accounting
Experience
Jet Aviation-a General Dynamics company August 2013 - Present
Anthony Nini CPA May 2013 - July 2013
Sethi Financial Group January 2013 - May 2013
OmniCure Home Health September 2012 - May 2013
Skills
QuickBooks, SAP, Microsoft Office, Microsoft Excel, Visual C++, Java, Oracle, SQL, Accounting, Accounts Payable, Accounts Receivable, Payroll, Income Tax, Auditing, Financial Accounting, Microsoft Word, Mandarin, Finance, Analysis
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting
Tianjin University of Technology 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Jet Aviation-a General Dynamics company August 2013 - Present
Anthony Nini CPA May 2013 - July 2013
Sethi Financial Group January 2013 - May 2013
OmniCure Home Health September 2012 - May 2013
Skills
QuickBooks, SAP, Microsoft Office, Microsoft Excel, Visual C++, Java, Oracle, SQL, Accounting, Accounts Payable, Accounts Receivable, Payroll, Income Tax, Auditing, Financial Accounting, Microsoft Word, Mandarin, Finance, Analysis
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting
Tianjin University of Technology 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Stella (Hsinglei) Wang Stella (Hsinglei) Wang's Sethi Financial Group Experience January 2013 - May 2013
Job Financial Analyst at Dallas Airmotive
Industry Financial Services
Experience
Dallas Airmotive May 2015 - Present
State Farm June 2013 - May 2015
University of Texas at Dallas December 2012 - June 2013
Sethi Financial Group January 2013 - May 2013
Summit Mortgage Bankers, Inc. May 2012 - August 2012
Skills
Microsoft Excel, Investments, Finance, PowerPoint, Research, Data Analysis, Microsoft Office, Microsoft Word, Capital IQ, Bloomberg Terminal, Social Media Marketing, Outlook, SAP BPC, Microsoft PowerPoint, SQL, Adobe Photoshop, Morningstar, Encompass Mortgage..., Financial Analysis, Financial Accounting, Access, Teamwork, Marketing, Financial Reporting, Time Management
Education
The University of Texas at Dallas 2013 — 2015
Master of Science (M.S.), Finance
The University of Texas at Dallas 2010 — 2013
Bachelor's degree, Dual Degrees: Finance and Marketing
Dallas Airmotive May 2015 - Present
State Farm June 2013 - May 2015
University of Texas at Dallas December 2012 - June 2013
Sethi Financial Group January 2013 - May 2013
Summit Mortgage Bankers, Inc. May 2012 - August 2012
Skills
Microsoft Excel, Investments, Finance, PowerPoint, Research, Data Analysis, Microsoft Office, Microsoft Word, Capital IQ, Bloomberg Terminal, Social Media Marketing, Outlook, SAP BPC, Microsoft PowerPoint, SQL, Adobe Photoshop, Morningstar, Encompass Mortgage..., Financial Analysis, Financial Accounting, Access, Teamwork, Marketing, Financial Reporting, Time Management
Education
The University of Texas at Dallas 2013 — 2015
Master of Science (M.S.), Finance
The University of Texas at Dallas 2010 — 2013
Bachelor's degree, Dual Degrees: Finance and Marketing
Melissa Delgado Melissa Delgado's Sethi Financial Group Experience January 2014 - March 2015
Job Renewable energy and oil and gas industry marketing consultant
Industry Renewables & Environment
Experience
Westar Trade Resources April 2015 - Present
Sethi Financial Group January 2014 - March 2015
BUENO INTEGRATED TECHNOLOGIES 2012 - January 2014
Westar Trade Resources April 2010 - 2012
On Services May 2010 - August 2010
2 Identify yourself 2003 - 2010
Skills
Mac and Pc platforms, Hubspot, Constant Contacts, icontact, WebEx, Photoshop, Illustrator, InDesign, Dreamweaver, Adobe Acrobat, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, FileMaker, LinkedIn, Facebook, Twitter, Blogging, Constant Contact, Social Media, HubSpot, Flyers, Brochures, Event Planning, Graphic Design, iContact, Website Development, Email Marketing, Digital Marketing, Microsoft Word, Adobe Creative Suite, Marketing, Graphics, Banners, Corporate Branding, Management, Social Media Marketing, Mac, Digital Signage, WordPress, Newsletters, Marketing Communications
Education
ITT Technical Institute-Austin 2002 — 2005
Associate of Applied Science, Visual Communications
West Mesquite High School 1990 — 1994
High School Diploma, Top 5%
Westar Trade Resources April 2015 - Present
Sethi Financial Group January 2014 - March 2015
BUENO INTEGRATED TECHNOLOGIES 2012 - January 2014
Westar Trade Resources April 2010 - 2012
On Services May 2010 - August 2010
2 Identify yourself 2003 - 2010
Skills
Mac and Pc platforms, Hubspot, Constant Contacts, icontact, WebEx, Photoshop, Illustrator, InDesign, Dreamweaver, Adobe Acrobat, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, FileMaker, LinkedIn, Facebook, Twitter, Blogging, Constant Contact, Social Media, HubSpot, Flyers, Brochures, Event Planning, Graphic Design, iContact, Website Development, Email Marketing, Digital Marketing, Microsoft Word, Adobe Creative Suite, Marketing, Graphics, Banners, Corporate Branding, Management, Social Media Marketing, Mac, Digital Signage, WordPress, Newsletters, Marketing Communications
Education
ITT Technical Institute-Austin 2002 — 2005
Associate of Applied Science, Visual Communications
West Mesquite High School 1990 — 1994
High School Diploma, Top 5%
William Shaver William Shaver's Sethi Financial Group Experience
Job office manager at Sethi Financial Group
Industry Investment Management
Experience
Sethi Financial Group
Skills
Microsoft Excel, Strategic Financial..., Wealth Management, Asset Management, Investments, Securities, Financial Analysis, Employee Benefits, Finance, Life Insurance, Disability Insurance, Strategic Planning, Portfolio Management, Analysis, Financial Services, Strategy, 401k, Human Resources, Alternative Investments, Financial Planning
Education
University of Arizona, Eller College of Management
Sethi Financial Group
Skills
Microsoft Excel, Strategic Financial..., Wealth Management, Asset Management, Investments, Securities, Financial Analysis, Employee Benefits, Finance, Life Insurance, Disability Insurance, Strategic Planning, Portfolio Management, Analysis, Financial Services, Strategy, 401k, Human Resources, Alternative Investments, Financial Planning
Education
University of Arizona, Eller College of Management
Rana Barua Rana Barua's Sethi Financial Group Experience January 2013 - May 2013
Job Account Manager at Perfect Tax and Finance
Industry Accounting
Experience
Perfect Tax and Finance September 2013 - Present
7-Eleven May 2013 - September 2013
Sethi Financial Group January 2013 - May 2013
Student Success Center, University of Texas at Dallas September 2011 - December 2012
Business Computer Lab, Collin College June 2008 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Time Management, Payroll, Financial Reporting, Data Analysis, Microsoft Word, Bookkeeping, Financial Statements, Spreadsheets, Accounts Payable, English, Public Speaking, Teamwork, Customer Satisfaction, Outlook, QuickBooks, Data Entry, Finance, Financial Accounting, Organizational Behavior, Annual Reports, SAP, Marketing Communications, Communication Skills, Organizational..., Marketing Strategy, Marketing Research, Recruitment Advertising, General Ledger, Balance Sheet Review, Inventory Management, Work Orders, Cash Handling Experience, Corporate Tax, Practice CS, UltraTax, File Cabinet, Microsoft Office...
Education
The University of Dallas 2013 — 2014
Master of Science (MS), Accounting
The University of Texas at Dallas 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Collin County Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Perfect Tax and Finance September 2013 - Present
7-Eleven May 2013 - September 2013
Sethi Financial Group January 2013 - May 2013
Student Success Center, University of Texas at Dallas September 2011 - December 2012
Business Computer Lab, Collin College June 2008 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Time Management, Payroll, Financial Reporting, Data Analysis, Microsoft Word, Bookkeeping, Financial Statements, Spreadsheets, Accounts Payable, English, Public Speaking, Teamwork, Customer Satisfaction, Outlook, QuickBooks, Data Entry, Finance, Financial Accounting, Organizational Behavior, Annual Reports, SAP, Marketing Communications, Communication Skills, Organizational..., Marketing Strategy, Marketing Research, Recruitment Advertising, General Ledger, Balance Sheet Review, Inventory Management, Work Orders, Cash Handling Experience, Corporate Tax, Practice CS, UltraTax, File Cabinet, Microsoft Office...
Education
The University of Dallas 2013 — 2014
Master of Science (MS), Accounting
The University of Texas at Dallas 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Collin County Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Ryan Zamora Ryan Zamora's Sethi Financial Group Experience March 2012 - May 2015
Job Energy Equity Analyst, CFA Level III Candidate
Industry Investment Management
Experience
Obsido Capital Management, LLC January 2013 - June 2015
Saibus Research December 2014 - May 2015
Sethi Financial Group March 2012 - May 2015
Smiles of Las Colinas April 2011 - March 2012
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Value Investing, Equity Valuation, Equities, Valuation, Economics, Analysis, Financial Analysis, Written Communication, Finance, Bloomberg Terminal, Corporate Finance, Private Equity, DCF, Data Entry, Business Valuation, Buy-side, Stock Picking, Alternative Investments, Asset Management, Quantitative Analytics, Securities, Bloomberg, Hedge Funds, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Asset Allocation, Thomson Reuters Eikon
Education
Ateneo de Manila University 2006 — 2010
Bachelor of Science, Management
Obsido Capital Management, LLC January 2013 - June 2015
Saibus Research December 2014 - May 2015
Sethi Financial Group March 2012 - May 2015
Smiles of Las Colinas April 2011 - March 2012
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Value Investing, Equity Valuation, Equities, Valuation, Economics, Analysis, Financial Analysis, Written Communication, Finance, Bloomberg Terminal, Corporate Finance, Private Equity, DCF, Data Entry, Business Valuation, Buy-side, Stock Picking, Alternative Investments, Asset Management, Quantitative Analytics, Securities, Bloomberg, Hedge Funds, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Asset Allocation, Thomson Reuters Eikon
Education
Ateneo de Manila University 2006 — 2010
Bachelor of Science, Management
Chante Little's Sethi Financial Group Experience October 2009 - September 2011
Job Manager of ADR Services at American Arbitration Association
Industry Alternative Dispute Resolution
Experience
American Arbitration Association December 2013 - Present
American Arbitration Association February 2012 - November 2013
Sethi Financial Group October 2009 - September 2011
Skills
Microsoft Office, Travel Arrangements, Customer Service, Multiple Line Telephones, Adobe Acrobat, Organizing, Communication Written, Editing, Proofreading, Time Management, Data Entry, Social Media, Microsoft Word, Marketing
Education
University of North Texas 2005 — 2009
Bachelor, English
Texas State University 2004 — 2005
Nacogdoches High School 2001 — 2004
Diploma
American Arbitration Association December 2013 - Present
American Arbitration Association February 2012 - November 2013
Sethi Financial Group October 2009 - September 2011
Skills
Microsoft Office, Travel Arrangements, Customer Service, Multiple Line Telephones, Adobe Acrobat, Organizing, Communication Written, Editing, Proofreading, Time Management, Data Entry, Social Media, Microsoft Word, Marketing
Education
University of North Texas 2005 — 2009
Bachelor, English
Texas State University 2004 — 2005
Nacogdoches High School 2001 — 2004
Diploma
Pheby Samuel's Sethi Financial Group Experience September 2011 - November 2011
Job Currently working in Supply Chain & Logistics
Industry Logistics and Supply Chain
Experience
University of Dallas September 2012 - May 2014
Denitech Corporation January 2013 - March 2014
Irving Mall August 2012 - November 2012
University of Dallas December 2011 - May 2012
Sethi Financial Group September 2011 - November 2011
University of Dallas September 2010 - May 2011
Skills
Microsoft Word, Excel,..., Handling of sensitive..., Analysis and Reporting, Office Management, Telephone Skills, PowerPoint, Research, Event Planning, Social Networking, Customer Service, Data Entry
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (BA), Economics and Finance
University of Dallas September 2012 - May 2014
Denitech Corporation January 2013 - March 2014
Irving Mall August 2012 - November 2012
University of Dallas December 2011 - May 2012
Sethi Financial Group September 2011 - November 2011
University of Dallas September 2010 - May 2011
Skills
Microsoft Word, Excel,..., Handling of sensitive..., Analysis and Reporting, Office Management, Telephone Skills, PowerPoint, Research, Event Planning, Social Networking, Customer Service, Data Entry
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (BA), Economics and Finance
Adnan Janjua's Sethi Financial Group Experience June 2011 - August 2011
Job Associate Services Project Manager at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies October 2014 - Present
Health Fitness Corporation April 2013 - October 2014
Integrated Asset Services outsourcing for Fannie Mae October 2011 - April 2013
Sethi Financial Group June 2011 - August 2011
FunAsia June 2008 - December 2010
Skills
Customer Service, Leadership, Finance, Financial Analysis, Business Analysis, Accounting, Access, Analysis, Data Analysis, Microsoft Excel, Risk Management, Financial Reporting, Valuation, Investments, Financial Modeling, Banking, Microsoft Office, PowerPoint, Microsoft Word, Business Strategy, Forecasting, Databases, Process Improvement, Management, Troubleshooting, Strategic Planning, Data Mining, Data Warehousing, Eclipse, HEAT, Database Tools, Business Objects, Data Management, Visio, CRM, Software Documentation, SDLC, SharePoint, Project Management, SQL, Training, Requirements Analysis, Market Research, Research, Outlook, Team Building, Salesforce.com, System Administration, Microsoft SQL Server, Customer Satisfaction
Education
The University of Texas at Dallas - School of Management 2011 — 2014
Information Technology and Systems (MIS), Business Intelligence
Collin County Community College 2009 — 2011
Associate, Business
CA Technologies October 2014 - Present
Health Fitness Corporation April 2013 - October 2014
Integrated Asset Services outsourcing for Fannie Mae October 2011 - April 2013
Sethi Financial Group June 2011 - August 2011
FunAsia June 2008 - December 2010
Skills
Customer Service, Leadership, Finance, Financial Analysis, Business Analysis, Accounting, Access, Analysis, Data Analysis, Microsoft Excel, Risk Management, Financial Reporting, Valuation, Investments, Financial Modeling, Banking, Microsoft Office, PowerPoint, Microsoft Word, Business Strategy, Forecasting, Databases, Process Improvement, Management, Troubleshooting, Strategic Planning, Data Mining, Data Warehousing, Eclipse, HEAT, Database Tools, Business Objects, Data Management, Visio, CRM, Software Documentation, SDLC, SharePoint, Project Management, SQL, Training, Requirements Analysis, Market Research, Research, Outlook, Team Building, Salesforce.com, System Administration, Microsoft SQL Server, Customer Satisfaction
Education
The University of Texas at Dallas - School of Management 2011 — 2014
Information Technology and Systems (MIS), Business Intelligence
Collin County Community College 2009 — 2011
Associate, Business
Amit Gandhi, MBA, NMLSR (700058)'s Sethi Financial Group Experience January 2011 - March 2011
Job Home Mortgage Consultant | Loan Officer | Mortgage Banker at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo August 2011 - May 2012
GFG Independent Brokerage December 2008 - August 2011
Sethi Financial Group January 2011 - March 2011
Northwestern Mutual March 2009 - September 2009
Skills
Asset Protection, Asset Management, Deferred Compensation, Annuities, Leveraged Finance, Leverage Bonus Plans..., Mortgage Lending, Commercial Mortgages, Reverse Mortgages, Home Equity Lines of..., Home Equity Loans, Profit Sharing, Defined Benefit, employee Stock..., Estate Planning, Real Estate Financing, Life Insurance Planning, IRA's, Accounts Receivable, Life Settlements, International Tax..., Charitable Planning, Charitable Giving..., Disability Insurance, Health Insurance, Equity Stripping, Captive Insurance..., Maximizer, Long Term Care, Business Planning, Corporate Finance, Corporate Law, Insurance Law, Strategic Partnerships, Trust Planning, Financial Analysis, Sales Management, Banking, Investment Banking, Investments, Financial Planning, Stock Market, Loan Origination, Personal Finance, Financial Advisory, Accounting, Corporate Hospitality, Market Analysis, Policy Analysis, Competitive Analysis
Education
Texas Woman's University 2011 — 2013
Masters in Business Administration, Management, 4.0
The University of Texas at Arlington 2006 — 2010
Bachelors of Business Administration, Finance
Investment Banking Institute 2011 — 2011
Certification, Financial Modeling and Valuation
The Wealth Preservation Institute 2010 — 2011
Certification, Certified Wealth Preservation Planner™
The Wealth Preservation Institute 2010 — 2011
Certification, Certified Asset Protection Planner™
Lex van Dam Trading Academy 2012 — 2012
Fundamentals, Stock-Trading Courses
Train Agents, Inc 2013 — 2013
Texas Real Estate Commission Licensing, Real Estate
Champions School of Real Estate (CSRE) 2011 — 2011
Mortgage, National & State Mortgage Loan Originator
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo May 2012 - August 2012
Wells Fargo August 2011 - May 2012
GFG Independent Brokerage December 2008 - August 2011
Sethi Financial Group January 2011 - March 2011
Northwestern Mutual March 2009 - September 2009
Skills
Asset Protection, Asset Management, Deferred Compensation, Annuities, Leveraged Finance, Leverage Bonus Plans..., Mortgage Lending, Commercial Mortgages, Reverse Mortgages, Home Equity Lines of..., Home Equity Loans, Profit Sharing, Defined Benefit, employee Stock..., Estate Planning, Real Estate Financing, Life Insurance Planning, IRA's, Accounts Receivable, Life Settlements, International Tax..., Charitable Planning, Charitable Giving..., Disability Insurance, Health Insurance, Equity Stripping, Captive Insurance..., Maximizer, Long Term Care, Business Planning, Corporate Finance, Corporate Law, Insurance Law, Strategic Partnerships, Trust Planning, Financial Analysis, Sales Management, Banking, Investment Banking, Investments, Financial Planning, Stock Market, Loan Origination, Personal Finance, Financial Advisory, Accounting, Corporate Hospitality, Market Analysis, Policy Analysis, Competitive Analysis
Education
Texas Woman's University 2011 — 2013
Masters in Business Administration, Management, 4.0
The University of Texas at Arlington 2006 — 2010
Bachelors of Business Administration, Finance
Investment Banking Institute 2011 — 2011
Certification, Financial Modeling and Valuation
The Wealth Preservation Institute 2010 — 2011
Certification, Certified Wealth Preservation Planner™
The Wealth Preservation Institute 2010 — 2011
Certification, Certified Asset Protection Planner™
Lex van Dam Trading Academy 2012 — 2012
Fundamentals, Stock-Trading Courses
Train Agents, Inc 2013 — 2013
Texas Real Estate Commission Licensing, Real Estate
Champions School of Real Estate (CSRE) 2011 — 2011
Mortgage, National & State Mortgage Loan Originator
Fei (Faye) Xiao's Sethi Financial Group Experience January 2013 - May 2013
Job Financial Analyst Intern at Sethi Financial Group
Industry
Experience
Bank of China September 2013 - Present
Sethi Financial Group January 2013 - May 2013
Skills
Financial Accounting, Accounts Payable, Account Reconciliation, Cost Accounting, Analysis
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (MS), Accounting
China University of Mining and Technology 2007 — 2011
Bachelor's degree, Accounting
Bank of China September 2013 - Present
Sethi Financial Group January 2013 - May 2013
Skills
Financial Accounting, Accounts Payable, Account Reconciliation, Cost Accounting, Analysis
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (MS), Accounting
China University of Mining and Technology 2007 — 2011
Bachelor's degree, Accounting
Daniel Amin Daniel Amin's Sethi Financial Group Experience May 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2013
University of Texas at Austin January 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Sethi Financial Group May 2011 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2013
University of Texas at Austin January 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Sethi Financial Group May 2011 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Chris Gann Chris Gann's Sethi Financial Group Experience July 2012 - July 2013
Job Vice President Plan B
Industry Financial Services
Experience
Plan B August 2013 - Present
Sethi Financial Group July 2012 - July 2013
ISC Group, Inc. January 2007 - January 2012
Capital Security Financial Services March 1998 - November 2006
Skills
Wealth Management, Fixed Annuities, Wealth, Investments, Securities, Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Due Diligence, Financial Analysis, Retirement Planning, Financial Services, Retirement, Retirement Plan...
Education
Texas Tech University
Plan B August 2013 - Present
Sethi Financial Group July 2012 - July 2013
ISC Group, Inc. January 2007 - January 2012
Capital Security Financial Services March 1998 - November 2006
Skills
Wealth Management, Fixed Annuities, Wealth, Investments, Securities, Life Insurance, Strategic Financial..., Risk Management, Employee Benefits, Due Diligence, Financial Analysis, Retirement Planning, Financial Services, Retirement, Retirement Plan...
Education
Texas Tech University
Jean-Marc Nguessan Jean-Marc Nguessan's Sethi Financial Group Experience January 2011 - May 2011
Job M.B.A (Finance )
Industry Banking
Experience
Bank of America August 2012 - February 2014
Sethi Financial Group January 2011 - May 2011
CHARTWELLS September 2009 - November 2010
Collin County Community College July 2008 - July 2009
IVORY COAST HOUSING BANK - Abidjan, COTE D’IVOIRE June 2005 - October 2005
Skills
Financial Analysis, Risk Management, Problem Solving, Finance, Customer Service, Economics, Training, Microsoft Excel, PowerPoint, Auditing
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
UNIVERSITY OF TEXAS 2009 — 2012
Bachelor, Mathematics
Mermoz
Bank of America August 2012 - February 2014
Sethi Financial Group January 2011 - May 2011
CHARTWELLS September 2009 - November 2010
Collin County Community College July 2008 - July 2009
IVORY COAST HOUSING BANK - Abidjan, COTE D’IVOIRE June 2005 - October 2005
Skills
Financial Analysis, Risk Management, Problem Solving, Finance, Customer Service, Economics, Training, Microsoft Excel, PowerPoint, Auditing
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
UNIVERSITY OF TEXAS 2009 — 2012
Bachelor, Mathematics
Mermoz
Thien Vo Thien Vo's Sethi Financial Group Experience January 2011 - May 2011
Job Finance
Industry Financial Services
Experience
Tax Season Brokers January 2015 - April 2015
Synn Nightclub January 2013 - January 2015
Centralized Showing Service July 2011 - November 2013
Sethi Financial Group January 2011 - May 2011
NightLife Junkies August 2008 - August 2010
Skills
Customer Service, Leadership, Management, Marketing, Accounting, Data Entry, Payroll, Time Management, Customer Satisfaction, Outlook, Finance, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Texas at Arlington 2011 — 2013
Bachelor's of Business Administration, Finance
Irving High School 2001 — 2005
High School Diploma; a High School Diploma
Dallas County Community College
Finance
Tax Season Brokers January 2015 - April 2015
Synn Nightclub January 2013 - January 2015
Centralized Showing Service July 2011 - November 2013
Sethi Financial Group January 2011 - May 2011
NightLife Junkies August 2008 - August 2010
Skills
Customer Service, Leadership, Management, Marketing, Accounting, Data Entry, Payroll, Time Management, Customer Satisfaction, Outlook, Finance, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Texas at Arlington 2011 — 2013
Bachelor's of Business Administration, Finance
Irving High School 2001 — 2005
High School Diploma; a High School Diploma
Dallas County Community College
Finance
Ruiyan Wang Ruiyan Wang's Sethi Financial Group Experience January 2011 - May 2011
Job Planning Contractor at Southwest Airlines
Industry Real Estate
Experience
Southwest Airlines December 2012 - Present
Southwest Airlines May 2012 - August 2012
Susan G. Komen for the Cure October 2011 - May 2012
First Preston Management June 2011 - August 2011
University of North Texas August 2010 - July 2011
Sethi Financial Group January 2011 - May 2011
China Construction Bank December 2010 - January 2011
Education
University of North Texas 2009 — 2012
Bachelor, Finance and Accounting, 3.93
Southwest Airlines December 2012 - Present
Southwest Airlines May 2012 - August 2012
Susan G. Komen for the Cure October 2011 - May 2012
First Preston Management June 2011 - August 2011
University of North Texas August 2010 - July 2011
Sethi Financial Group January 2011 - May 2011
China Construction Bank December 2010 - January 2011
Education
University of North Texas 2009 — 2012
Bachelor, Finance and Accounting, 3.93
Erik Robison Erik Robison's Sethi Financial Group Experience May 2012 - December 2012
Job CoFounder, 2424 Software LLC
Industry Computer Software
Experience
2424 Software, LLC April 2009 - Present
PBS and Associates May 2011 - Present
Sethi Financial Group May 2012 - December 2012
Skills
Photoshop, Illustrator, After Effects, Web Design, Graphic Design, SEO, Wordpress, Wireframes, Social Media, Mac, Nuke, Microsoft Office, CSS, SEM, Flash, WordPress, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Bloomberg Terminal, Bloomberg Software, Adobe Encore, Finance, Marketing Strategy, Financial Modeling, Social Networking, Access, Risk Management, Facebook, Equity Valuation, Google Analytics, Fundraising
Education
The University of Texas at Dallas - School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Lone Star College System 2009 — 2010
Associate of Arts (A.A.), Business
2424 Software, LLC April 2009 - Present
PBS and Associates May 2011 - Present
Sethi Financial Group May 2012 - December 2012
Skills
Photoshop, Illustrator, After Effects, Web Design, Graphic Design, SEO, Wordpress, Wireframes, Social Media, Mac, Nuke, Microsoft Office, CSS, SEM, Flash, WordPress, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Bloomberg Terminal, Bloomberg Software, Adobe Encore, Finance, Marketing Strategy, Financial Modeling, Social Networking, Access, Risk Management, Facebook, Equity Valuation, Google Analytics, Fundraising
Education
The University of Texas at Dallas - School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Lone Star College System 2009 — 2010
Associate of Arts (A.A.), Business
E. Aaron Cartwright's Sethi Financial Group Experience August 2009 - December 2009
Job Financial Analyst
Industry Venture Capital & Private Equity
Experience
Schneider Electric November 2012 - Present
AutoNation June 2011 - October 2012
LVMH Moët Hennessy Louis Vuitton October 2010 - December 2010
Mosaic Sales Solutions June 2010 - October 2010
The Zucker Group February 2010 - June 2010
Sethi Financial Group August 2009 - December 2009
Premier Search Group February 2007 - May 2007
The Michael Group November 2006 - December 2006
Skills
Equities, Private Equity, Financial Analysis, Data Analysis, Financial Statements, Research, Corporate Finance, Financial Modeling, Microsoft Excel, Securities, DCF, Joint Ventures, Private Placements, QuickBooks, Investments, Finance
Education
Southern Methodist University 2005 — 2009
Bachelor, Financial Economics
Schneider Electric November 2012 - Present
AutoNation June 2011 - October 2012
LVMH Moët Hennessy Louis Vuitton October 2010 - December 2010
Mosaic Sales Solutions June 2010 - October 2010
The Zucker Group February 2010 - June 2010
Sethi Financial Group August 2009 - December 2009
Premier Search Group February 2007 - May 2007
The Michael Group November 2006 - December 2006
Skills
Equities, Private Equity, Financial Analysis, Data Analysis, Financial Statements, Research, Corporate Finance, Financial Modeling, Microsoft Excel, Securities, DCF, Joint Ventures, Private Placements, QuickBooks, Investments, Finance
Education
Southern Methodist University 2005 — 2009
Bachelor, Financial Economics
Umar Syed Umar Syed's Sethi Financial Group Experience May 2012 - July 2012
Job Seeking entry level opportunities in Accounting or Finance
Industry Accounting
Experience
Abeo March 2013 - July 2013
Larry Patterson CPA Inc August 2012 - December 2012
Sethi Financial Group May 2012 - July 2012
Social Media Delivered January 2011 - March 2011
Careerealism September 2009 - November 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Research, Social Media Marketing, PowerPoint, Microsoft Office, Access, Excel, Banking, Microsoft Word, Marketing, Social Media
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Science (MS), Accounting
The University of Texas at Dallas - School of Management 2009 — 2011
Bachelor of Science, Accounting and Information Management, GPA: 3.4
Collin County Community College 2007 — 2009
Business Administration
Abeo March 2013 - July 2013
Larry Patterson CPA Inc August 2012 - December 2012
Sethi Financial Group May 2012 - July 2012
Social Media Delivered January 2011 - March 2011
Careerealism September 2009 - November 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Research, Social Media Marketing, PowerPoint, Microsoft Office, Access, Excel, Banking, Microsoft Word, Marketing, Social Media
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Science (MS), Accounting
The University of Texas at Dallas - School of Management 2009 — 2011
Bachelor of Science, Accounting and Information Management, GPA: 3.4
Collin County Community College 2007 — 2009
Business Administration
Zengyi Xing Zengyi Xing's Sethi Financial Group Experience January 2012 - April 2012
Job Business Development Analyst at Civitas Alternative Investments, LLC
Industry Financial Services
Experience
Civitas Alternative Investments, LLC April 2015 - Present
Civitas Wealth Management, LLC May 2012 - March 2015
Sethi Financial Group January 2012 - April 2012
Jin Rong Jie Website November 2009 - January 2010
Skills
Word, Excel, PowerPoint, Outlook, English, Microsoft Office, Mandarin, Financial Modeling, Chinese, Valuation, Writing, Financial Analysis, Translation, Accounting, Corporate Finance, Financial Accounting, Banking, Investments, MS Office Suite, Budgeting, Analysis, Customer Service, Financial Management, Financial Planning, Forecasting, Problem Solving, Business Analysis, Asset Management, Equity Valuation, Risk Management, Options, Financial Reporting, Cash Flow, Microsoft Excel, Securities, Financial Services
Education
The University of Texas at Dallas 2010 — 2012
Master's, Finance, 4.0
Univeristy of International Business and Economics 2006 — 2010
Bachelor's, Finance and Accounting, 3.75
Civitas Alternative Investments, LLC April 2015 - Present
Civitas Wealth Management, LLC May 2012 - March 2015
Sethi Financial Group January 2012 - April 2012
Jin Rong Jie Website November 2009 - January 2010
Skills
Word, Excel, PowerPoint, Outlook, English, Microsoft Office, Mandarin, Financial Modeling, Chinese, Valuation, Writing, Financial Analysis, Translation, Accounting, Corporate Finance, Financial Accounting, Banking, Investments, MS Office Suite, Budgeting, Analysis, Customer Service, Financial Management, Financial Planning, Forecasting, Problem Solving, Business Analysis, Asset Management, Equity Valuation, Risk Management, Options, Financial Reporting, Cash Flow, Microsoft Excel, Securities, Financial Services
Education
The University of Texas at Dallas 2010 — 2012
Master's, Finance, 4.0
Univeristy of International Business and Economics 2006 — 2010
Bachelor's, Finance and Accounting, 3.75
Bruce W Robertson Bruce W Robertson's Sethi Financial Group Experience October 2010 - October 2013
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC October 2013 - Present
Sethi Financial Group October 2010 - October 2013
DeWaay Financial Network November 2009 - October 2010
Northwestern Mutual Financial Network November 2002 - November 2009
Household Finance Corporation July 1999 - July 2002
Credit Lending Concepts April 1997 - June 1999
MidContinent Oil and Gas June 1993 - April 1997
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Wealth, Financial Advisory, Retirement Planning, Securities, Fixed Annuities, Strategic Financial..., Series 7, Retirement, Finance, Series 63, Insurance, Risk Management, Asset Management, Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Financial Analysis, Alternative Investments, Investment Strategies, Life Insurance, Private Equity, Financial Planners, Asset Managment, Wealth Management..., Retirement Plan..., Equities, 401k, IRAs, Wealth Accumulation, Registered Investment..., High Net Worth Clients, International..., International Relations, Disability Insurance, Long Term Care Insurance, Employee Benefits, Defined Benefit, Pension Administration, Individual Pension Plans, Group Health Insurance, Individual Health..., Executive Management, High Net Worth..., Financial Planning
Education
West Texas A&M University 1991 — 1993
Business, Music
University of North Texas 1988 — 1991
Accounting and Finance, Saxophone Performance
Trinity HS 1985 — 1988
VALIC October 2013 - Present
Sethi Financial Group October 2010 - October 2013
DeWaay Financial Network November 2009 - October 2010
Northwestern Mutual Financial Network November 2002 - November 2009
Household Finance Corporation July 1999 - July 2002
Credit Lending Concepts April 1997 - June 1999
MidContinent Oil and Gas June 1993 - April 1997
Skills
Investments, Mutual Funds, Financial Services, Wealth Management, Wealth, Financial Advisory, Retirement Planning, Securities, Fixed Annuities, Strategic Financial..., Series 7, Retirement, Finance, Series 63, Insurance, Risk Management, Asset Management, Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Financial Analysis, Alternative Investments, Investment Strategies, Life Insurance, Private Equity, Financial Planners, Asset Managment, Wealth Management..., Retirement Plan..., Equities, 401k, IRAs, Wealth Accumulation, Registered Investment..., High Net Worth Clients, International..., International Relations, Disability Insurance, Long Term Care Insurance, Employee Benefits, Defined Benefit, Pension Administration, Individual Pension Plans, Group Health Insurance, Individual Health..., Executive Management, High Net Worth..., Financial Planning
Education
West Texas A&M University 1991 — 1993
Business, Music
University of North Texas 1988 — 1991
Accounting and Finance, Saxophone Performance
Trinity HS 1985 — 1988
Matthew Rindelaub Matthew Rindelaub's Sethi Financial Group Experience June 2013 - August 2013
Job Incoming Academy Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management June 2015 - August 2015
Westlake Securities June 2014 - May 2015
Plano Senior High School July 2013 - August 2013
Sethi Financial Group June 2013 - August 2013
National Financial Partners March 2013 - May 2013
Plano Sports Authority May 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, Teamwork, Research, PowerPoint, Leadership, Data Analysis, Financial Analysis, Time Management, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Plano Senior High School 2008 — 2012
Point72 Asset Management June 2015 - August 2015
Westlake Securities June 2014 - May 2015
Plano Senior High School July 2013 - August 2013
Sethi Financial Group June 2013 - August 2013
National Financial Partners March 2013 - May 2013
Plano Sports Authority May 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, Teamwork, Research, PowerPoint, Leadership, Data Analysis, Financial Analysis, Time Management, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Plano Senior High School 2008 — 2012
Joi Young Joi Young's Sethi Financial Group Experience October 2011 - Present
Job Grad of University of North Texas
Industry Hospitality
Experience
Galena Park ISD August 2013 - Present
Sethi Financial Group October 2011 - Present
University of North Texas February 2009 - May 2011
Escada May 2010 - August 2010
Anthropologie May 2009 - July 2009
Edible Arrangements March 2007 - December 2008
Rosewood Hotels & Resorts January 2008 - May 2008
Hollister Co. March 2006 - February 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Event Planning, Access, Customer Service, Outlook
Education
University of North Texas 2007 — 2011
BS, Fashion Merchandising
University of North Texas 2007 — 2011
BS, Hospitality Management
Galena Park ISD August 2013 - Present
Sethi Financial Group October 2011 - Present
University of North Texas February 2009 - May 2011
Escada May 2010 - August 2010
Anthropologie May 2009 - July 2009
Edible Arrangements March 2007 - December 2008
Rosewood Hotels & Resorts January 2008 - May 2008
Hollister Co. March 2006 - February 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Event Planning, Access, Customer Service, Outlook
Education
University of North Texas 2007 — 2011
BS, Fashion Merchandising
University of North Texas 2007 — 2011
BS, Hospitality Management
Peter J. Valletutti Peter J. Valletutti's Sethi Financial Group Experience 2011 - 2011
Job PCC Residential Realty, Panther City Commercial, Sutton Place Financial Commercial Mort.
Industry Real Estate
Experience
Sutton Place Financial, Llc September 2009 - Present
PCC Residential Rlty. April 1984 - Present
Panther City Commercial Rlty April 1984 - Present
Sethi Financial Group 2011 - 2011
Sethi Petroleum LLC. 2011 - 2011
Portfolio Asset Management, Inc. January 1976 - April 1984
Warner Bros. February 1975 - January 1979
Skills
Mortgage, Real Estate, Investments, Loans, Home, Refinance, Selling, Buying, Credit, Purchase, Brokers, Licensing, Cross Selling, Agents, Rates, Mortgage Lending, Investors, Negotiation, Sellers, Residential, New Home Sales, House, Promotions, Deals, Options, Referrals, Retail, Wholesale, Brokerage, Direct Mail, Pricing, Sales Management, Advertising, Funding, New Business Development, Trade Shows, Short Sales, Condos, Portfolio Management, Budgeting, Listings, Wealth, Cash Flow, Banking, First Time Home Buyers, Realty, Asset, Foreclosures, REO, Investment Properties
Education
Los Angeles City College 1974 — 1976
Business / Finance, Business management
Borough of Manhattan Community College 1970 — 1974
Masters, Finance & Marketing
Sutton Place Financial, Llc September 2009 - Present
PCC Residential Rlty. April 1984 - Present
Panther City Commercial Rlty April 1984 - Present
Sethi Financial Group 2011 - 2011
Sethi Petroleum LLC. 2011 - 2011
Portfolio Asset Management, Inc. January 1976 - April 1984
Warner Bros. February 1975 - January 1979
Skills
Mortgage, Real Estate, Investments, Loans, Home, Refinance, Selling, Buying, Credit, Purchase, Brokers, Licensing, Cross Selling, Agents, Rates, Mortgage Lending, Investors, Negotiation, Sellers, Residential, New Home Sales, House, Promotions, Deals, Options, Referrals, Retail, Wholesale, Brokerage, Direct Mail, Pricing, Sales Management, Advertising, Funding, New Business Development, Trade Shows, Short Sales, Condos, Portfolio Management, Budgeting, Listings, Wealth, Cash Flow, Banking, First Time Home Buyers, Realty, Asset, Foreclosures, REO, Investment Properties
Education
Los Angeles City College 1974 — 1976
Business / Finance, Business management
Borough of Manhattan Community College 1970 — 1974
Masters, Finance & Marketing
Annette Del Rio's Sethi Financial Group Experience January 2014 - May 2015
Job Office Manager/Executive Assistant
Industry Oil & Energy
Experience
Sethi Financial Group January 2014 - May 2015
Texas Christian University February 2013 - January 2014
Regan, Steele & Associates LLC, April 2009 - November 2013
Learning Care Group January 2002 - December 2009
Skills
Microsoft Office, Operations Management, Client Relations Skills, Escalated Issue..., Communication, Office Management, Project Coordination, Graphic Design, Customer Service, Data Entry, Appointment Scheduling, Vendor Management, Accounts Payable, Lotus Notes, Adobe Acrobat, AS400 system, QuickBooks, DebtNet, Public Speaking, Sales, Microsoft Excel, Microsoft Word, Budgets, Management, PowerPoint, Strategic Planning, Team Building
Education
Texas Christian University 2011 — 2013
Masters in Liberal Arts, Communication and Media Studies, 3.0
University of North Texas 2006 — 2010
Bachelors of Arts, Interdisciplinary Art and Design, 3.0
Sethi Financial Group January 2014 - May 2015
Texas Christian University February 2013 - January 2014
Regan, Steele & Associates LLC, April 2009 - November 2013
Learning Care Group January 2002 - December 2009
Skills
Microsoft Office, Operations Management, Client Relations Skills, Escalated Issue..., Communication, Office Management, Project Coordination, Graphic Design, Customer Service, Data Entry, Appointment Scheduling, Vendor Management, Accounts Payable, Lotus Notes, Adobe Acrobat, AS400 system, QuickBooks, DebtNet, Public Speaking, Sales, Microsoft Excel, Microsoft Word, Budgets, Management, PowerPoint, Strategic Planning, Team Building
Education
Texas Christian University 2011 — 2013
Masters in Liberal Arts, Communication and Media Studies, 3.0
University of North Texas 2006 — 2010
Bachelors of Arts, Interdisciplinary Art and Design, 3.0
Sara Taggi's Sethi Financial Group Experience February 2011 - June 2011
Job Matching the best people to best fitting opportunities
Industry Staffing and Recruiting
Experience
Concentra 2012 - Present
Dynamic Global Staffing May 2012 - September 2012
Ericsson September 2011 - March 2012
Sethi Financial Group February 2011 - June 2011
Best Buy October 2004 - February 2011
Skills
Notary Public, Microsoft Office, Oracle Discoverer, Hiring, New Hire Orientations, Training & Development, Outstanding Customer..., Staff Scheduling, Problem Solving, Recruiting, Customer Service, Employee Training, Training, Schedules, Leadership, Organizational..., Human Resources, Employee Benefits, Interviews, Management, Outlook, Onboarding, Administrative..., Employee Relations, Payroll, Applicant Tracking..., Performance Management, Sales, Administrative..., Process Scheduler, College Recruiting, Team Building, Temporary Placement, Talent Acquisition
Education
University of North Texas 2009 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Organizational Behavior, 3.8
Collin County Community College 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.8
Concentra 2012 - Present
Dynamic Global Staffing May 2012 - September 2012
Ericsson September 2011 - March 2012
Sethi Financial Group February 2011 - June 2011
Best Buy October 2004 - February 2011
Skills
Notary Public, Microsoft Office, Oracle Discoverer, Hiring, New Hire Orientations, Training & Development, Outstanding Customer..., Staff Scheduling, Problem Solving, Recruiting, Customer Service, Employee Training, Training, Schedules, Leadership, Organizational..., Human Resources, Employee Benefits, Interviews, Management, Outlook, Onboarding, Administrative..., Employee Relations, Payroll, Applicant Tracking..., Performance Management, Sales, Administrative..., Process Scheduler, College Recruiting, Team Building, Temporary Placement, Talent Acquisition
Education
University of North Texas 2009 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Organizational Behavior, 3.8
Collin County Community College 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.8
Yufei Li Yufei Li's Sethi Financial Group Experience June 2013 - August 2013
Job Texas CPA Candidate, Fund Accountant at Sethi Petroleum LLC.
Industry Accounting
Experience
Sethi Petroleum LLC. August 2013 - Present
United Way of Metropolitan Dallas/IRS Volunteer Income Tax Assistance (VITA) February 2013 - April 2014
Sethi Financial Group June 2013 - August 2013
China Merchants Bank March 2012 - May 2012
Sunshine Insurance Group June 2011 - July 2011
Dadi Constructions Pvt Ltd July 2010 - September 2010
Skills
QuickBooks, Auditing, Microsoft Office, PowerPoint, Tax, Microsoft Excel, Financial Accounting, Tax Returns, Microsoft Word, Accounts Payable, Financial Analysis, Financial Reporting, Access, Bookkeeping, Accounts Receivable, Xero, PowerPivot, Adobe, Data Analysis, Individual Tax, Corporate Tax, MS Excel Pivot Tables
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master's Degree, Accounting
Harbin University of Commerce 2008 — 2012
Bachelor's Degree, Accounting
Sethi Petroleum LLC. August 2013 - Present
United Way of Metropolitan Dallas/IRS Volunteer Income Tax Assistance (VITA) February 2013 - April 2014
Sethi Financial Group June 2013 - August 2013
China Merchants Bank March 2012 - May 2012
Sunshine Insurance Group June 2011 - July 2011
Dadi Constructions Pvt Ltd July 2010 - September 2010
Skills
QuickBooks, Auditing, Microsoft Office, PowerPoint, Tax, Microsoft Excel, Financial Accounting, Tax Returns, Microsoft Word, Accounts Payable, Financial Analysis, Financial Reporting, Access, Bookkeeping, Accounts Receivable, Xero, PowerPivot, Adobe, Data Analysis, Individual Tax, Corporate Tax, MS Excel Pivot Tables
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master's Degree, Accounting
Harbin University of Commerce 2008 — 2012
Bachelor's Degree, Accounting
Sol Cartier's Sethi Financial Group Experience October 2011 - February 2012
Job Wealth Advisor
Industry Financial Services
Experience
USAA November 2014 - Present
Reseach Based Solutions / PsyMetrics Global March 2009 - September 2014
Sethi Financial Group October 2011 - February 2012
Wells Fargo Advisors, LLC June 2010 - October 2011
TDAmeritrade July 2006 - January 2009
1st Global Capital Corp. 2005 - 2006
JPMorgan Chase April 2003 - April 2004
Fidelity Investments March 1997 - April 2003
Education
University of Utah 1995 — 1997
BS, Family Studies and Consumer Economics
Dallas County Community College 1989 — 1991
Associate of Science, General
Red Oak High School 1985 — 1989
General Studies, General Studies
USAA November 2014 - Present
Reseach Based Solutions / PsyMetrics Global March 2009 - September 2014
Sethi Financial Group October 2011 - February 2012
Wells Fargo Advisors, LLC June 2010 - October 2011
TDAmeritrade July 2006 - January 2009
1st Global Capital Corp. 2005 - 2006
JPMorgan Chase April 2003 - April 2004
Fidelity Investments March 1997 - April 2003
Education
University of Utah 1995 — 1997
BS, Family Studies and Consumer Economics
Dallas County Community College 1989 — 1991
Associate of Science, General
Red Oak High School 1985 — 1989
General Studies, General Studies
levi bedilu levi bedilu's Sethi Financial Group Experience June 2011 - August 2011
Job Student at The University of Texas at Arlington College of Business Administration
Industry Financial Services
Experience
Lockheed Martin May 2014 - December 2014
Lockheed Martin June 2013 - May 2014
JPMorgan Chase August 2012 - June 2013
Wells Fargo August 2011 - August 2012
Sethi Financial Group June 2011 - August 2011
Skills
Organizational..., Strategic Leadership, Customer Experience, Commercial Banking
Education
The University of Texas at Arlington 2012 — 2014
Master of Business Administration (MBA), strategic management, G.P.A 3.3
The University of Texas at Arlington - College of Business Administration 2008 — 2012
Finance
Lockheed Martin May 2014 - December 2014
Lockheed Martin June 2013 - May 2014
JPMorgan Chase August 2012 - June 2013
Wells Fargo August 2011 - August 2012
Sethi Financial Group June 2011 - August 2011
Skills
Organizational..., Strategic Leadership, Customer Experience, Commercial Banking
Education
The University of Texas at Arlington 2012 — 2014
Master of Business Administration (MBA), strategic management, G.P.A 3.3
The University of Texas at Arlington - College of Business Administration 2008 — 2012
Finance
Daria Vavilina Daria Vavilina's Sethi Financial Group Experience September 2011 - April 2012
Job MBA, CFA Level 2 Candidate
Industry Financial Services
Experience
EY July 2013 - Present
Sethi Financial Group September 2011 - April 2012
National Trade Bank February 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Asset Managment, Stock Valuation, Strategic Planning, PowerPoint, Microsoft Word, Accounting, Analysis, Asset Management, Business Analysis, Business Strategy, Corporate Finance, Data Analysis, Finance, Financial Modeling, Financial Reporting, Leadership, Process Improvement, Project Management, Management, Risk Management
Education
The University of Dallas 2010 — 2012
MBA, Corporate Finance; Project Management
Saint-Petersburg State University of Engineering and Economics 2005 — 2009
BBA, Commerce (Trading)
EY July 2013 - Present
Sethi Financial Group September 2011 - April 2012
National Trade Bank February 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Customer Service, Asset Managment, Stock Valuation, Strategic Planning, PowerPoint, Microsoft Word, Accounting, Analysis, Asset Management, Business Analysis, Business Strategy, Corporate Finance, Data Analysis, Finance, Financial Modeling, Financial Reporting, Leadership, Process Improvement, Project Management, Management, Risk Management
Education
The University of Dallas 2010 — 2012
MBA, Corporate Finance; Project Management
Saint-Petersburg State University of Engineering and Economics 2005 — 2009
BBA, Commerce (Trading)
Marc Sharma's Sethi Financial Group Experience March 2015 - August 2015
Job Delivery Manager
Industry Information Technology and Services
Experience
Pyramid Consulting, Inc September 2015 - Present
Sethi Financial Group March 2015 - August 2015
Scalability Experts May 2010 - February 2015
IT Consulting April 2007 - April 2010
Skills
Sourcing, Recruiting, Internet Recruiting, Human Resources, Talent Acquisition, Employee Relations, Benefits Negotiation, Technical Recruiting, Hiring, SDLC, Applicant Tracking..., Screening Resumes, Business Intelligence, Personnel Management, Process Improvement, Succession Planning, Training, Strategy, Leadership Development, Leadership, Sales, Contract Recruitment, Screening, Interviews, Management, Databases, Performance Tuning, Staff Augmentation, Staffing Services, Temporary Placement, Vendor Management, Microsoft SQL Server, Networking, College Recruiting, Database Administration, SharePoint, Resource Management, Data Warehousing, Onboarding, IT Recruitment, Executive Search, Consulting, Information Technology, Permanent Placement, Talent Management, Employer Branding, CRM
Education
The University of Texas at Arlington - College of Business 2004 — 2006
MBA/MS, Organizational Development, Succession Planning, Human Resources, and Management
The University of Texas at Arlington - College of Business 2000 — 2003
BA, Human Resources Management
Pyramid Consulting, Inc September 2015 - Present
Sethi Financial Group March 2015 - August 2015
Scalability Experts May 2010 - February 2015
IT Consulting April 2007 - April 2010
Skills
Sourcing, Recruiting, Internet Recruiting, Human Resources, Talent Acquisition, Employee Relations, Benefits Negotiation, Technical Recruiting, Hiring, SDLC, Applicant Tracking..., Screening Resumes, Business Intelligence, Personnel Management, Process Improvement, Succession Planning, Training, Strategy, Leadership Development, Leadership, Sales, Contract Recruitment, Screening, Interviews, Management, Databases, Performance Tuning, Staff Augmentation, Staffing Services, Temporary Placement, Vendor Management, Microsoft SQL Server, Networking, College Recruiting, Database Administration, SharePoint, Resource Management, Data Warehousing, Onboarding, IT Recruitment, Executive Search, Consulting, Information Technology, Permanent Placement, Talent Management, Employer Branding, CRM
Education
The University of Texas at Arlington - College of Business 2004 — 2006
MBA/MS, Organizational Development, Succession Planning, Human Resources, and Management
The University of Texas at Arlington - College of Business 2000 — 2003
BA, Human Resources Management
Sameer Sethi's Sethi Financial Group Experience 2003 - Present
Job CEO / Founder, Sethi Financial Group Inc; Sethi Petroleum LLC
Industry Financial Services
Experience
Sethi Financial Group 2003 - Present
Skills
Energy, Microsoft Office, Strategic Planning, Contract Negotiation, Private Equity, Negotiation, Investments, Financial Modeling, Entrepreneurship, Financial Analysis, Asset Management, Management, Due Diligence, Strategic Financial..., Business Strategy, Business Development
Education
Southern Methodist University
The University of Texas at Dallas - School of Management
Sethi Financial Group 2003 - Present
Skills
Energy, Microsoft Office, Strategic Planning, Contract Negotiation, Private Equity, Negotiation, Investments, Financial Modeling, Entrepreneurship, Financial Analysis, Asset Management, Management, Due Diligence, Strategic Financial..., Business Strategy, Business Development
Education
Southern Methodist University
The University of Texas at Dallas - School of Management
Havitre Wijegunawardane's Sethi Financial Group Experience June 2011 - August 2011
Job
Industry Hospitality
Experience
Skylark Shores Resort January 2014 - Present
Choice Hotels International October 2012 - December 2013
Sethi Financial Group June 2011 - August 2011
University Tutorial - UTA January 2011 - June 2011
Delifrance, Sri Lanka January 2008 - February 2008
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
BBA
Institute for International Communication 2010 — 2010
Skylark Shores Resort January 2014 - Present
Choice Hotels International October 2012 - December 2013
Sethi Financial Group June 2011 - August 2011
University Tutorial - UTA January 2011 - June 2011
Delifrance, Sri Lanka January 2008 - February 2008
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
BBA
Institute for International Communication 2010 — 2010
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY