SunAmerica Securities
Description
Address: 80 Wall St, New York, NY 10005 Phone: (212) 809-2660: : Category: : Website: : Place name: Hours: : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sun America Securities Posting publicly on the Web Write a review Reviews Be the first to review
SunAmerica Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunAmerica Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SunAmerica Securities Employees
Employee
Years
Job
Industry
Richard Trice Richard Trice's SunAmerica Securities Experience January 1997 - January 1998
Job SingerSongwriter / Actor / Writer / Photographer / Incurable Wanderer
Industry Entertainment
Experience
TriceTunes January 1985 - Present
Raton MainStreet October 2013 - October 2014
Trinity Fellowship May 2000 - March 2014
International Bank June 2000 - May 2013
Community First Bank November 1998 - May 2000
Bank of America January 1998 - November 1998
SunAmerica Securities January 1997 - January 1998
Sunwest Bank of Raton, N.A. April 1989 - December 1996
Sunwest Bank of Raton April 1982 - April 1989
Albuquerque National Bank January 1981 - April 1982
Skills
Public Speaking, Financial Analysis, Creative Writing, Songwriting, Acting, Singing, Stage Direction, Strategic Planning, Staff Training, Policy Writing, Loan Origination, Music Production, Guitarist, Training, Drama, Directing, Music, Management, Event Planning, Commercial Banking, Leadership, Fundraising, Live Sound, Sound Mixing, Customer Service, Theatre, Writing
Education
Western States Agricultural School of Banking 1994 — 1995
diploma, Agricultural Finance
Stonier Graduate School of Banking 1988 — 1990
Diploma, Bank Management
The University of New Mexico 1976 — 1978
English
Eastern New Mexico University 1970 — 1971
English Language and Literature, General
Jal High School 1966 — 1970
Diploma, High School
TriceTunes January 1985 - Present
Raton MainStreet October 2013 - October 2014
Trinity Fellowship May 2000 - March 2014
International Bank June 2000 - May 2013
Community First Bank November 1998 - May 2000
Bank of America January 1998 - November 1998
SunAmerica Securities January 1997 - January 1998
Sunwest Bank of Raton, N.A. April 1989 - December 1996
Sunwest Bank of Raton April 1982 - April 1989
Albuquerque National Bank January 1981 - April 1982
Skills
Public Speaking, Financial Analysis, Creative Writing, Songwriting, Acting, Singing, Stage Direction, Strategic Planning, Staff Training, Policy Writing, Loan Origination, Music Production, Guitarist, Training, Drama, Directing, Music, Management, Event Planning, Commercial Banking, Leadership, Fundraising, Live Sound, Sound Mixing, Customer Service, Theatre, Writing
Education
Western States Agricultural School of Banking 1994 — 1995
diploma, Agricultural Finance
Stonier Graduate School of Banking 1988 — 1990
Diploma, Bank Management
The University of New Mexico 1976 — 1978
English
Eastern New Mexico University 1970 — 1971
English Language and Literature, General
Jal High School 1966 — 1970
Diploma, High School
Darlene Anderson Darlene Anderson's SunAmerica Securities Experience January 1998 - July 2004
Job Working with youth programs in Minnesota
Industry Nonprofit Organization Management
Experience
Rotary Club #25 2007 - Present
CEF of Minnesota January 2005 - Present
Child Evangelism Fellowship, Inc. May 2009 - 2012
Wachovia Securities, LLC December 2008 - May 2009
A G Edwards & Sons, Inc April 2004 - May 2009
SunAmerica Securities January 1998 - July 2004
Gastrak, Inc 1990 - 1997
Education
Moody Bible Institute 1965 — 1968
Music/Chr Ed, Music, Christian Education
Whitehall High School 1962 — 1965
Rotary Club #25 2007 - Present
CEF of Minnesota January 2005 - Present
Child Evangelism Fellowship, Inc. May 2009 - 2012
Wachovia Securities, LLC December 2008 - May 2009
A G Edwards & Sons, Inc April 2004 - May 2009
SunAmerica Securities January 1998 - July 2004
Gastrak, Inc 1990 - 1997
Education
Moody Bible Institute 1965 — 1968
Music/Chr Ed, Music, Christian Education
Whitehall High School 1962 — 1965
Mary Ellen Thieroff Mary Ellen Thieroff's SunAmerica Securities Experience October 1998 - February 2001
Job Sr. Manager of Digital Marketing at Fun Brands
Industry Entertainment
Experience
Fun Brands April 2014 - Present
Pump It Up April 2012 - April 2014
Solar Energy World November 2009 - November 2011
KC Company - Pella Windows and Doors October 2007 - October 2009
KC Company - Pella Windows and Doors May 2001 - July 2006
SunAmerica Securities October 1998 - February 2001
Skills
Lead Generation, Marketing Strategy, Social Media, Integrated Marketing, Media Planning, Strategic Planning, B2B, Marketing Communications, Advertising, Online Marketing, Email Marketing, SEO, SEM, Digital Marketing, CRM, Marketing, Customer Service, Leadership, Social Media Marketing, Facebook, Strategy, Sales, Start-ups, PPC, Management
Education
University of Phoenix 1999 — 2001
Marketing
Fun Brands April 2014 - Present
Pump It Up April 2012 - April 2014
Solar Energy World November 2009 - November 2011
KC Company - Pella Windows and Doors October 2007 - October 2009
KC Company - Pella Windows and Doors May 2001 - July 2006
SunAmerica Securities October 1998 - February 2001
Skills
Lead Generation, Marketing Strategy, Social Media, Integrated Marketing, Media Planning, Strategic Planning, B2B, Marketing Communications, Advertising, Online Marketing, Email Marketing, SEO, SEM, Digital Marketing, CRM, Marketing, Customer Service, Leadership, Social Media Marketing, Facebook, Strategy, Sales, Start-ups, PPC, Management
Education
University of Phoenix 1999 — 2001
Marketing
Garry Kachkovsky Garry Kachkovsky's SunAmerica Securities Experience June 1997 - February 2001
Job Financial Advisor, Founding Member of Kachkovsky & Fisher, Inc.
Industry Financial Services
Experience
Kachkovsky & Fisher, Inc. "An Independent Registered Investment Advisor" February 2001 - Present
SunAmerica Securities June 1997 - February 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Strategic Financial..., Financial Analysis, Business Transition..., College Education...
Education
Illinois Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Russian
Kachkovsky & Fisher, Inc. "An Independent Registered Investment Advisor" February 2001 - Present
SunAmerica Securities June 1997 - February 2001
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Estate Planning, Strategic Financial..., Financial Analysis, Business Transition..., College Education...
Education
Illinois Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Russian
Dawn Sinclair Dawn Sinclair's SunAmerica Securities Experience 1993 - 1994
Job Criminal Defense Attorney at Law Office of Dawn R. Sinclair
Industry Law Practice
Experience
Law Office of Dawn R. Sinclair December 2014 - Present
Maricopa County Office of the Legal Defender May 2003 - December 2014
Bryan Cave LLP 1997 - 2003
SunAmerica Securities 1993 - 1994
SunAmerica Securities 1988 - 1993
SunAmerica Securities / Anchor National Financial Securities 1987 - 1988
Arizona Department of Racing 1983 - 1987
Office of the Auditor General of Arizona 1980 - 1983
Patagonia Corporation Auditing Office 1979 - 1980
Skills
Litigation, Policy, Management, Hearings, Legal Writing, Trials, Pleadings, Legal Research, Jury Selection, Courts, Depositions, Criminal Defense, Torts, Motions, Criminal Law
Education
Arizona State University
JD
Arizona State University
MBA, Finance and Marketing
Arizona State University
Bachelor of Science (BS), Social Welfare, Magna cum laude
Law Office of Dawn R. Sinclair December 2014 - Present
Maricopa County Office of the Legal Defender May 2003 - December 2014
Bryan Cave LLP 1997 - 2003
SunAmerica Securities 1993 - 1994
SunAmerica Securities 1988 - 1993
SunAmerica Securities / Anchor National Financial Securities 1987 - 1988
Arizona Department of Racing 1983 - 1987
Office of the Auditor General of Arizona 1980 - 1983
Patagonia Corporation Auditing Office 1979 - 1980
Skills
Litigation, Policy, Management, Hearings, Legal Writing, Trials, Pleadings, Legal Research, Jury Selection, Courts, Depositions, Criminal Defense, Torts, Motions, Criminal Law
Education
Arizona State University
JD
Arizona State University
MBA, Finance and Marketing
Arizona State University
Bachelor of Science (BS), Social Welfare, Magna cum laude
Michael L. Schwartz, RFC, CWS, CFS Michael L. Schwartz, RFC, CWS, CFS's SunAmerica Securities Experience 1984 - 1998
Job Published Author, Wealth Manager, President at Schwartz Financial, Husband and Father
Industry Financial Services
Experience
Independent Financial Group LLC September 2013 - Present
Schwartz Financial Services April 1978 - Present
Schwartz Financial Services April 1978 - Present
First Allied Securities December 2007 - September 2013
Next Financial December 2004 - December 2007
SunAmerica Securities 1984 - 1998
Prudential Insurance May 1977 - March 1978
Skills
Financial Planning, Wealth Management, Insurance Planning, Estate Planning, Private Equity, Wealth Transfer, Private Client Wealth..., Multi Generational..., Disability Insurance..., Investments, Alternative Investments, Tax Preparation, Estate Tax Planning, Retirement Planning, Investment Advisory, Life Insurance, 401k Rollovers, Succession Planning, Retirement, Securities, Financial Services, IRAs, Insurance, Finance
Education
Institute of Business & Finance 2010 — 2010
BCE, Board Certified in Estate Planning
Cannon Wealth Institute 2008 — 2010
CWS, Wealth Management
American College 1994 — 2003
Insurance, Investments
La Salle University 1977 — 1978
BA, Business
Penn State University 1977 — 1978
Olney High 1969 — 1972
Independent Financial Group LLC September 2013 - Present
Schwartz Financial Services April 1978 - Present
Schwartz Financial Services April 1978 - Present
First Allied Securities December 2007 - September 2013
Next Financial December 2004 - December 2007
SunAmerica Securities 1984 - 1998
Prudential Insurance May 1977 - March 1978
Skills
Financial Planning, Wealth Management, Insurance Planning, Estate Planning, Private Equity, Wealth Transfer, Private Client Wealth..., Multi Generational..., Disability Insurance..., Investments, Alternative Investments, Tax Preparation, Estate Tax Planning, Retirement Planning, Investment Advisory, Life Insurance, 401k Rollovers, Succession Planning, Retirement, Securities, Financial Services, IRAs, Insurance, Finance
Education
Institute of Business & Finance 2010 — 2010
BCE, Board Certified in Estate Planning
Cannon Wealth Institute 2008 — 2010
CWS, Wealth Management
American College 1994 — 2003
Insurance, Investments
La Salle University 1977 — 1978
BA, Business
Penn State University 1977 — 1978
Olney High 1969 — 1972
Jason Vitucci, CFP Jason Vitucci, CFP's SunAmerica Securities Experience May 2003 - September 2005
Job Financial Advisor at J. Vitucci Financial Services, Inc.
Industry Financial Services
Experience
J. Vitucci Financial Services December 2008 - Present
First Business Insurance Services; AIGFA January 2006 - October 2008
SunAmerica Securities May 2003 - September 2005
SunAmerica Securities August 2000 - May 2003
Securities America June 1997 - August 1999
Skills
Wealth Management, Retirement, Strategic Financial..., Investments, Tax Planning, Small Business, Finance, Financial Advisory, Financial Services, Securities, Estate Planning, Investment Strategies, Personal Finance
Education
Saint Mary's College of California
BA, English
University of California, Berkeley
Diploma, Financial Planning
University of London
MSc, International Business
J. Vitucci Financial Services December 2008 - Present
First Business Insurance Services; AIGFA January 2006 - October 2008
SunAmerica Securities May 2003 - September 2005
SunAmerica Securities August 2000 - May 2003
Securities America June 1997 - August 1999
Skills
Wealth Management, Retirement, Strategic Financial..., Investments, Tax Planning, Small Business, Finance, Financial Advisory, Financial Services, Securities, Estate Planning, Investment Strategies, Personal Finance
Education
Saint Mary's College of California
BA, English
University of California, Berkeley
Diploma, Financial Planning
University of London
MSc, International Business
Gregory Banner Gregory Banner's SunAmerica Securities Experience October 1993 - July 2003
Job CFP®, CLU®, CRTP at Asset Preservation Strategies, Inc.
Industry Financial Services
Experience
Asset Preservation Strategies, Inc. September 1993 - Present
Asset Preservation Strategies, Inc. 1993 - Present
QA3 Financial Corp August 2003 - July 2008
SunAmerica Securities October 1993 - July 2003
Baraban Securities October 1987 - September 1993
Skills
Wealth Management, Financial Planners, Alternative Investments, Investment Advisory, Investments, Financial Services, Estate Planning, Strategic Financial..., Asset Managment, Retirement Planning, Long-term Care, IRAs, Retirement, Insurance, Risk Management, Public Speaking, Business Planning, Due Diligence, Business, Tax
Education
American College 2004 — 2006
CLU, Chartered Life Underwriter
Esperti Peterson Institute 1998 — 2001
Advanced Wealth Strategy Planner, Advanced Wealth Strategy Planner
College for Financial Planning 1995 — 1998
CFP, Cerified Financial Planner
Oregon State University 1982 — 1987
BS, Major Finance, Minor Economics and Journalism
Asset Preservation Strategies, Inc. September 1993 - Present
Asset Preservation Strategies, Inc. 1993 - Present
QA3 Financial Corp August 2003 - July 2008
SunAmerica Securities October 1993 - July 2003
Baraban Securities October 1987 - September 1993
Skills
Wealth Management, Financial Planners, Alternative Investments, Investment Advisory, Investments, Financial Services, Estate Planning, Strategic Financial..., Asset Managment, Retirement Planning, Long-term Care, IRAs, Retirement, Insurance, Risk Management, Public Speaking, Business Planning, Due Diligence, Business, Tax
Education
American College 2004 — 2006
CLU, Chartered Life Underwriter
Esperti Peterson Institute 1998 — 2001
Advanced Wealth Strategy Planner, Advanced Wealth Strategy Planner
College for Financial Planning 1995 — 1998
CFP, Cerified Financial Planner
Oregon State University 1982 — 1987
BS, Major Finance, Minor Economics and Journalism
Gail Harris Gail Harris's SunAmerica Securities Experience September 1998 - July 2001
Job Executive Assistant / Event Planner at Harvard Law School Library
Industry Nonprofit Organization Management
Experience
Harvard Law School July 2012 - Present
Three Rivers Legal Services, Inc August 2009 - May 2012
Cherokee Fund January 2005 - October 2008
Linsco/Private Ledger August 2001 - December 2004
SunAmerica Securities September 1998 - July 2001
SIFE Trust Fund September 1992 - August 1998
Skills
PowerPoint, Event Management, Newsletters, Microsoft Office, Editing, Writing, Office Management, Administrative Support, Internet Research, Spreadsheets, Typing, Outlook, Calendars, Conferences, Event Planning, Data Entry, Scheduling, Time Management, Expenses, Word, Coordination, Excel, Customer Service, Facebook, Fundraising, Non-profits, Access, Research, Office Administration, Proofreading, Customer Relations, Social Media, Problem Solving, Supervisory Skills, Teamwork, Proposal Writing, Administrative..., Social Networking, Volunteer Management, Public Speaking, Interviews
Education
University of Phoenix 2005 — 2008
AA
Harvard Law School July 2012 - Present
Three Rivers Legal Services, Inc August 2009 - May 2012
Cherokee Fund January 2005 - October 2008
Linsco/Private Ledger August 2001 - December 2004
SunAmerica Securities September 1998 - July 2001
SIFE Trust Fund September 1992 - August 1998
Skills
PowerPoint, Event Management, Newsletters, Microsoft Office, Editing, Writing, Office Management, Administrative Support, Internet Research, Spreadsheets, Typing, Outlook, Calendars, Conferences, Event Planning, Data Entry, Scheduling, Time Management, Expenses, Word, Coordination, Excel, Customer Service, Facebook, Fundraising, Non-profits, Access, Research, Office Administration, Proofreading, Customer Relations, Social Media, Problem Solving, Supervisory Skills, Teamwork, Proposal Writing, Administrative..., Social Networking, Volunteer Management, Public Speaking, Interviews
Education
University of Phoenix 2005 — 2008
AA
Michael Clark, CFP® Michael Clark, CFP®'s SunAmerica Securities Experience January 1996 - January 1998
Job Owner/Principal/Advisor at M Clark Financial
Industry Financial Services
Experience
M Clark Financial February 1998 - Present
Cooper McManus January 2000 - Present
Securities America, Inc. Member FINRA/SIPC February 1998 - Present
OfficialQuote Insurance Services, LLC December 2004 - Present
Sunamerica Securities January 1996 - January 1998
John Hancock Financial Services September 1993 - June 1995
Skills
Certified Financial..., Registered Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Accumulation..., Estate Planning, Estate Tax Planning, Business Tax Planning, Asset Protection, 401k Rollovers, 401k, Insurance, Retirement, Finance, Securities, Investments, Real Estate, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, Life Insurance, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Indexed Annuities, Variable Annuities, Charitable Gift..., Personal Tax Planning, ETFs, Bonds, Stocks, Unit Investment Trusts, Charitable Trusts
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics
M Clark Financial February 1998 - Present
Cooper McManus January 2000 - Present
Securities America, Inc. Member FINRA/SIPC February 1998 - Present
OfficialQuote Insurance Services, LLC December 2004 - Present
Sunamerica Securities January 1996 - January 1998
John Hancock Financial Services September 1993 - June 1995
Skills
Certified Financial..., Registered Investment..., Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Accumulation..., Estate Planning, Estate Tax Planning, Business Tax Planning, Asset Protection, 401k Rollovers, 401k, Insurance, Retirement, Finance, Securities, Investments, Real Estate, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, Life Insurance, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Indexed Annuities, Variable Annuities, Charitable Gift..., Personal Tax Planning, ETFs, Bonds, Stocks, Unit Investment Trusts, Charitable Trusts
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics
Sheila Cuffari-Agasi, AIF® Sheila Cuffari-Agasi, AIF®'s SunAmerica Securities Experience September 1997 - October 2005
Job Vice President Partner Development
Industry Financial Services
Experience
United Planners December 2006 - Present
Total Investment Management September 2000 - December 2006
SunAmerica Securities September 1997 - October 2005
Donald & Co Securities August 1995 - August 1997
Kemper Securities 1993 - 1995
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, FINRA, Mutual Funds, Wealth Management, Retirement, Series 24, Securities, Fixed Annuities, 401k, Investments, Asset Allocation, Financial Advisory, Series 65, IRAs, Strategic Financial..., Insurance, Uniform Combined State..., Alternative Investments, Estate Planning, Financial Services, Financial Planners, Asset Management, Portfolio Management, Investment Management, Wealth, Bonds, Life Insurance, Long-term Care, ETFs, Pensions, Equities, Investment Strategies, Fixed Income, Term Life Insurance
Education
California College of the Arts
Independent Study
University of Phoenix
United Planners December 2006 - Present
Total Investment Management September 2000 - December 2006
SunAmerica Securities September 1997 - October 2005
Donald & Co Securities August 1995 - August 1997
Kemper Securities 1993 - 1995
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, FINRA, Mutual Funds, Wealth Management, Retirement, Series 24, Securities, Fixed Annuities, 401k, Investments, Asset Allocation, Financial Advisory, Series 65, IRAs, Strategic Financial..., Insurance, Uniform Combined State..., Alternative Investments, Estate Planning, Financial Services, Financial Planners, Asset Management, Portfolio Management, Investment Management, Wealth, Bonds, Life Insurance, Long-term Care, ETFs, Pensions, Equities, Investment Strategies, Fixed Income, Term Life Insurance
Education
California College of the Arts
Independent Study
University of Phoenix
Charlie Jordan, CFP® Charlie Jordan, CFP®'s SunAmerica Securities Experience 2002 - 2002
Job Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth January 2014 - Present
Brightworth January 2011 - Present
Brightworth 2008 - January 2011
Habif, Arogeti & Wynne, LLP 2007 - 2008
The National Christian Foundation 2004 - 2007
JPH Advisory Group 2003 - 2004
SunAmerica Securities 2002 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth, Retirement, Portfolio Management, Management, Insurance, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MAcc, Accounting
University of Florida - Warrington College Of Business 1998 — 2000
B.S., Finance
University of Houston 1996 — 1997
Niceville High School 1993 — 1996
Brightworth January 2014 - Present
Brightworth January 2011 - Present
Brightworth 2008 - January 2011
Habif, Arogeti & Wynne, LLP 2007 - 2008
The National Christian Foundation 2004 - 2007
JPH Advisory Group 2003 - 2004
SunAmerica Securities 2002 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth, Retirement, Portfolio Management, Management, Insurance, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MAcc, Accounting
University of Florida - Warrington College Of Business 1998 — 2000
B.S., Finance
University of Houston 1996 — 1997
Niceville High School 1993 — 1996
Robert Pujia Robert Pujia's SunAmerica Securities Experience July 2002 - April 2004
Job Provide simple solutions for Investment Advisor Representatives and Registered Investment Advisors
Industry Financial Services
Experience
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Mike Ebel's SunAmerica Securities Experience February 1999 - March 2003
Job Supervisor, Case Planning Dept.: Clearing a path for our professionals to assist our financial planners!
Industry Financial Services
Experience
Sigma Financial March 2005 - Present
Parkland Securities, LLC 2005 - Present
AAA Life Insurance Company March 2003 - February 2005
SunAmerica Securities February 1999 - March 2003
DSSI LLC April 1994 - January 2000
Education
Central Michigan University 2012 — 2015
Masters of Science in Administration, Leadership
University of Michigan-Dearborn 1987 — 1991
BSA, Finance, minor in Economics
Sigma Financial March 2005 - Present
Parkland Securities, LLC 2005 - Present
AAA Life Insurance Company March 2003 - February 2005
SunAmerica Securities February 1999 - March 2003
DSSI LLC April 1994 - January 2000
Education
Central Michigan University 2012 — 2015
Masters of Science in Administration, Leadership
University of Michigan-Dearborn 1987 — 1991
BSA, Finance, minor in Economics
Erik Dufresne's SunAmerica Securities Experience 1999 - 2000
Job SuccessManual.net
Industry Financial Services
Experience
http://www.SuccessManual.net/ 2003 - Present
Universal Business Strategies 2000 - 2003
SunAmerica Securities 1999 - 2000
Scudder-Kemper Investor Services 1997 - 1998
Euro-Atlantic Securities 1995 - 1995
Skills
Research, Financial Analysis
Education
University of New Hampshire
Studied Civil Engineering for 1 year.
University of Rhode Island
Studied Finance & Marketing for 4 years., Finance & Marketing
http://www.SuccessManual.net/ 2003 - Present
Universal Business Strategies 2000 - 2003
SunAmerica Securities 1999 - 2000
Scudder-Kemper Investor Services 1997 - 1998
Euro-Atlantic Securities 1995 - 1995
Skills
Research, Financial Analysis
Education
University of New Hampshire
Studied Civil Engineering for 1 year.
University of Rhode Island
Studied Finance & Marketing for 4 years., Finance & Marketing
Laura Boever's SunAmerica Securities Experience 1994 - 1995
Job Owner at Far Eastern Herbal Products, LLC
Industry Public Relations and Communications
Experience
Far Eastern Herbal Products, LLC January 2014 - Present
BIOS Christian Academy August 2012 - January 2014
Gilbert Classical Academy July 2009 - May 2012
America's Mortgage Lending Group, Inc. January 1996 - 2002
EBI Medical 1995 - 1997
Arizona State University 1988 - 1996
SunAmerica Securities 1994 - 1995
Iowa State University 1982 - 1986
Skills
Event Planning, Public Relations, Public Speaking, Strategic Planning, Community Outreach, Strategic Communications, Internal Communications, Crisis Communications, Editing, Event Management, Copywriting, Hospitals, Fundraising, Research, Social Networking, Community Development, Teaching, Advertising, Volunteer Management, Program Development, Grant Writing, Higher Education, Marketing, Medical Devices, Orthopedic, Leadership
Education
Arizona State University 1988 — 1991
Ed.D, Adult & Higher Education
The University of Georgia 1986 — 1988
M.Ed, Student Personnel and Higher Education Administration
Iowa State University 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
Far Eastern Herbal Products, LLC January 2014 - Present
BIOS Christian Academy August 2012 - January 2014
Gilbert Classical Academy July 2009 - May 2012
America's Mortgage Lending Group, Inc. January 1996 - 2002
EBI Medical 1995 - 1997
Arizona State University 1988 - 1996
SunAmerica Securities 1994 - 1995
Iowa State University 1982 - 1986
Skills
Event Planning, Public Relations, Public Speaking, Strategic Planning, Community Outreach, Strategic Communications, Internal Communications, Crisis Communications, Editing, Event Management, Copywriting, Hospitals, Fundraising, Research, Social Networking, Community Development, Teaching, Advertising, Volunteer Management, Program Development, Grant Writing, Higher Education, Marketing, Medical Devices, Orthopedic, Leadership
Education
Arizona State University 1988 — 1991
Ed.D, Adult & Higher Education
The University of Georgia 1986 — 1988
M.Ed, Student Personnel and Higher Education Administration
Iowa State University 1982 — 1986
Bachelor of Science (BS), Kinesiology and Exercise Science
Sarah Kreisman's SunAmerica Securities Experience May 2000 - January 2001
Job Chief Compliance Officer at E*TRADE Clearing LLC
Industry Financial Services
Experience
E*TRADE Clearing LLC June 2012 - Present
E*TRADE Financial July 2007 - May 2013
Fidelity Investments May 2006 - July 2007
AIG Financial Advisors, Inc. April 2002 - May 2006
AIG Financial Advisors, Inc. February 2001 - March 2002
SunAmerica Securities, May 2000 - January 2001
Pershing Division of Donaldson, Lufkin & Jenrette Securities Corporation October 1994 - April 2000
Skills
Regulatory Affairs, Securities, Social Media, Corporate Governance, Microsoft Office, Marketing, Corporate Law, Management, Microsoft Excel, Project Management, Customer Service, Financial Regulation, Series 7, Due Diligence, FINRA, Litigation, Digital Media, Licensing, Legal Research, Securities Regulation
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
Emory University 1986 — 1990
Bachelor of Arts (BA), Art History
E*TRADE Clearing LLC June 2012 - Present
E*TRADE Financial July 2007 - May 2013
Fidelity Investments May 2006 - July 2007
AIG Financial Advisors, Inc. April 2002 - May 2006
AIG Financial Advisors, Inc. February 2001 - March 2002
SunAmerica Securities, May 2000 - January 2001
Pershing Division of Donaldson, Lufkin & Jenrette Securities Corporation October 1994 - April 2000
Skills
Regulatory Affairs, Securities, Social Media, Corporate Governance, Microsoft Office, Marketing, Corporate Law, Management, Microsoft Excel, Project Management, Customer Service, Financial Regulation, Series 7, Due Diligence, FINRA, Litigation, Digital Media, Licensing, Legal Research, Securities Regulation
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD)
Emory University 1986 — 1990
Bachelor of Arts (BA), Art History
Kris Fisher's SunAmerica Securities Experience 1996 - 2001
Job Financial Advisor, Founding Member of Kachkovsky & Fisher, Inc.
Industry Financial Services
Experience
Kachkovsky & Fisher, Inc. "Registered Investment Advisor" 2001 - Present
SunAmerica Securities 1996 - 2001
Skills
Investments, Retirement Planning, Wealth Management, Strategic Planning, Estate Planning, College Education..., Portfolio Management, Business Transition...
Education
Michigan State University 1991 — 1995
Finance
Kachkovsky & Fisher, Inc. "Registered Investment Advisor" 2001 - Present
SunAmerica Securities 1996 - 2001
Skills
Investments, Retirement Planning, Wealth Management, Strategic Planning, Estate Planning, College Education..., Portfolio Management, Business Transition...
Education
Michigan State University 1991 — 1995
Finance
Jon Bukowski's SunAmerica Securities Experience March 1999 - August 2000
Job Student of Occupational Therapy
Industry Health, Wellness and Fitness
Experience
Pacific University, Oregon Training PartnerSterling Savings BankJuly 2004 - February 2012
Nike, Inc. January 1996 - July 2004
SunAmerica Securities March 1999 - August 2000
Skills
Team Building, Business Analysis, Risk Management, Change Management
Education
Pacific University 2013 — 2016
OTDS, Occupational Therapy, Clinical Doctoral Program
Portland State University - School of Business 1996 — 1998
Bachelor's, Business Administration: Emphasis in Marketing
George Fox University 1994 — 1994
Biology & Arts
Clackamas Community College 1991 — 1993
Biology & Science
Portland Community College
Biology, Psychology
Pacific University, Oregon Training PartnerSterling Savings BankJuly 2004 - February 2012
Nike, Inc. January 1996 - July 2004
SunAmerica Securities March 1999 - August 2000
Skills
Team Building, Business Analysis, Risk Management, Change Management
Education
Pacific University 2013 — 2016
OTDS, Occupational Therapy, Clinical Doctoral Program
Portland State University - School of Business 1996 — 1998
Bachelor's, Business Administration: Emphasis in Marketing
George Fox University 1994 — 1994
Biology & Arts
Clackamas Community College 1991 — 1993
Biology & Science
Portland Community College
Biology, Psychology
Rick Miner's SunAmerica Securities Experience January 1987 - January 1996
Job Legal Services Professional
Industry Legal Services
Experience
Kensington Property Management January 1997 - September 2010
Korelin & Associates January 1995 - January 1997
SunAmerica Securities January 1987 - January 1996
Education
Lewis and Clark College
Bachelor of Science, Political Science
Kensington Property Management January 1997 - September 2010
Korelin & Associates January 1995 - January 1997
SunAmerica Securities January 1987 - January 1996
Education
Lewis and Clark College
Bachelor of Science, Political Science
Amanda Yowell's SunAmerica Securities Experience 1997 - 2000
Job Math TeacherPleasant Grove HS
Industry Primary/Secondary Education
Experience
Pleasant Grove High School August 2011 - Present
Sports & Orthopaedic Seminars 2010 - 2011
SunAmerica Securities 1997 - 2000
Education
Texas A&M University-Texarkana 2010 — 2012
Alternative Teacher Certification Program
University of Arkansas at Fayetteville 1994 — 1997
BS, Business Administration--Finance
Texarkana Community College
Pleasant Grove High School August 2011 - Present
Sports & Orthopaedic Seminars 2010 - 2011
SunAmerica Securities 1997 - 2000
Education
Texas A&M University-Texarkana 2010 — 2012
Alternative Teacher Certification Program
University of Arkansas at Fayetteville 1994 — 1997
BS, Business Administration--Finance
Texarkana Community College
Walter Folgar's SunAmerica Securities Experience January 1999 - December 1999
Job
Industry Professional Training & Coaching
Experience
World Financial Group (WFG) 1999 - Present
World Financial Group (WFG) 1999 - 2012
SunAmerica Securities January 1999 - December 1999
Imperial Bank 1994 - 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Law
University of Phoenix
BS, Business Administration
West of L.A. Law School
BS, JD degree
World Financial Group (WFG) 1999 - Present
World Financial Group (WFG) 1999 - 2012
SunAmerica Securities January 1999 - December 1999
Imperial Bank 1994 - 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Law
University of Phoenix
BS, Business Administration
West of L.A. Law School
BS, JD degree
Brian Krezmien's SunAmerica Securities Experience August 1999 - December 2000
Job Client Account Administrator at Solium
Industry Financial Services
Experience
Solium June 2010 - Present
Jackson Hewitt January 2001 - April 2010
Prudential Relocation April 2006 - January 2010
Washington Mutual Home Loans October 2002 - February 2005
CitiMortgage August 2001 - October 2002
SunAmerica Securities August 1999 - December 2000
Federal Bureau of Prisons October 1995 - July 1998
US Navy October 1985 - October 1995
Skills
Equities, Securities, Relationship Management, Stocks, Investments, Financial Analysis, Accounting, Customer Service, Account Reconciliation, Finance, Microsoft Excel, Account Management, Financial Statements, Call Center, Financial Modeling, Financial Reporting, Microsoft Office, Project Management, Restricted Stock, Employee Stock Options
Education
Arizona State University 2000 — 2003
Bachelor of Science (BS), Global Management-International Finance
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Solium June 2010 - Present
Jackson Hewitt January 2001 - April 2010
Prudential Relocation April 2006 - January 2010
Washington Mutual Home Loans October 2002 - February 2005
CitiMortgage August 2001 - October 2002
SunAmerica Securities August 1999 - December 2000
Federal Bureau of Prisons October 1995 - July 1998
US Navy October 1985 - October 1995
Skills
Equities, Securities, Relationship Management, Stocks, Investments, Financial Analysis, Accounting, Customer Service, Account Reconciliation, Finance, Microsoft Excel, Account Management, Financial Statements, Call Center, Financial Modeling, Financial Reporting, Microsoft Office, Project Management, Restricted Stock, Employee Stock Options
Education
Arizona State University 2000 — 2003
Bachelor of Science (BS), Global Management-International Finance
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Kevin Shaughnessy's SunAmerica Securities Experience October 1999 - October 2001
Job Senior Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America April 2006 - Present
United Planners Financial Services October 2001 - April 2006
SunAmerica Securities October 1999 - October 2001
Skills
Compliance, Operational Risk..., Financial Regulation, FINRA, Series 7, Series 24
Education
University of Arizona 1994 — 1999
Bachelor's degree, Finance, General
University of Arizona 1994 — 1999
Bachelor of Arts (B.A.), German Studies
Bank of America April 2006 - Present
United Planners Financial Services October 2001 - April 2006
SunAmerica Securities October 1999 - October 2001
Skills
Compliance, Operational Risk..., Financial Regulation, FINRA, Series 7, Series 24
Education
University of Arizona 1994 — 1999
Bachelor's degree, Finance, General
University of Arizona 1994 — 1999
Bachelor of Arts (B.A.), German Studies
Antoinette Lee's SunAmerica Securities Experience August 2001 - June 2002
Job
Industry Legal Services
Experience
Judicial Rights Legal Consultants January 2014 - Present
Mutual of Omaha May 2009 - March 2013
Lincoln National Life Insurance August 2008 - March 2009
Pacific Life July 2002 - February 2008
Sunamerica Securities August 2001 - June 2002
Aetna May 2000 - July 2001
SunAmerica Financial Group October 1992 - May 2000
Education
Ganesha High School, Pomona, CA
The University of Texas at San Antonio
Judicial Rights Legal Consultants January 2014 - Present
Mutual of Omaha May 2009 - March 2013
Lincoln National Life Insurance August 2008 - March 2009
Pacific Life July 2002 - February 2008
Sunamerica Securities August 2001 - June 2002
Aetna May 2000 - July 2001
SunAmerica Financial Group October 1992 - May 2000
Education
Ganesha High School, Pomona, CA
The University of Texas at San Antonio