The Mutual Fund Store
Industry: Company
DescriptionHeadquarters: Overland Park, KS Founded: 1996 Parent organization: Financial Engines Subsidiaries: TMFS Insurance Agency, LLC, The Mutual Fund Research Center, LLC, The Mutual Fund Store-Nashville, Llc
The Mutual Fund Store List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Mutual Fund Store. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Mutual Fund Store Salaries. You can even request information on how much does The Mutual Fund Store pay if you want to. Learn about salaries, pros and cons of working for The Mutual Fund Store directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
202 The Mutual Fund Store employees in database. Find out everything there's to know about The Mutual Fund Store employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Mutual Fund Store Employees
The Mutual Fund Store September 2015 - Present
CFIS - Cano Financial & Insurance Services September 2013 - August 2015
PlanMember Securities Corporation March 2011 - August 2015
Symetra April 2009 - March 2011
MetLife March 2007 - April 2009
Peachtree Settlement Funding May 2007 - September 2008
Peachtree Settlement Funding September 2002 - October 2007
American Express Financial Advisors November 2000 - August 2002
Farnell Financial Services May 1995 - October 2000
TGI Fridays February 1992 - October 1993
Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth
Education
Florida International University 1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment
Hialeah High School 1981 — 1984
Insights July 2013 - Present
MedSpring Urgent Care March 2011 - July 2013
Texas Med Clinic May 2010 - March 2011
The Mutual Fund Store December 2004 - July 2009
Service Group January 2001 - July 2004
Schreiner University January 1997 - January 2001
Skills
Process Improvement, Microsoft Office, Customer Service, Healthcare Management, EMR, Event Planning, Communication Skills, Strategic Planning, Healthcare, Employee Relations, Operations Management, Customer Satisfaction, Leadership, Human Resources, Recruiting, Training, Marketing, Management, Microsoft Excel, Strategy, Team Building, Project Planning, Coaching, Organizational...
Education
University of North Texas 1992 — 1996
Bachelor of Business Administration (BBA), Business Management and Behavior Analysis
Virginia College-Austin
Virginia College-Austin
American Century Investments December 2014 - Present
American Century Investments July 2014 - November 2014
American Century Investments April 2014 - June 2014
American Century Investments September 2013 - April 2014
The Mutual Fund Store February 2011 - August 2013
Scaglia Law Firm August 2009 - June 2010
American Century Investments 2006 - 2008
American Century Investments 2004 - 2006
American Century Investments 1998 - 2004
American Century Investments 1996 - 1998
Skills
Marketing Strategy, CRM, Mutual Funds, Management, Marketing, Sales, Financial Services, Program Management, Relationship Management, Direct Marketing, Process Improvement, Sales Operations, 401k, Integrated Marketing, Investments, Segmentation, Series 6, Series 63, Portfolio Management, Retirement Planning, Training
Education
Baker University 2002 — 2003
MBA
University of Central Missouri 1988 — 1992
BSBA, Human Resources
Raytown High School 1984 — 1988
Ferguson Wellman Capital Management November 2013 - Present
The Mutual Fund Store September 2006 - October 2013
Manheim 2004 - September 2006
Destination Bride 2003 - 2004
Portland Auto Auction January 2002 - January 2003
North Creek Analytical March 2001 - January 2002
Skills
Microsoft Office, Highly detail oriented, Coordinating Events, High Level Of Accuracy, Deadline Driven, Priority Management, Self-starter, ACT!, Administrative..., Superior Client Service, Office Management, Graphic Design, Financial Reporting, Expenses, Purchasing, Presentation Folders, Adobe Creative Suite, Microsoft CRM, Reynolds & Reynolds, Data Reconciliation, Operational Efficiency, Adaptability, High Sense Of Urgency, Volunteering, Typing, Receptionist Duties, Database Administration, Data Entry, Written Correspondence, Spreadsheets, Websites, Flexibility, Resourceful..., Organizational..., Discretion, Self Management, File Systems, Appointment Scheduling, Calendaring, Non-profits, Improvisation, Outstanding..., Exceptional Listener, Work Well Independently, Teamwork
Education
Portland Community College 1998 — 2013
AA, General Studies
Marylhurst University 2011 — 2012
Humanities/Humanistic Studies
The Art Institute of Portland 2004 — 2005
Apparel Design
Ameritas November 2014 - Present
Duncan Aviation August 2013 - November 2014
SCORR Marketing January 2013 - July 2013
The Mutual Fund Store September 2007 - October 2012
Skills
Outlook, Customer Service, Microsoft Office, Investments, Microsoft Excel, Administrative..., Friendly Personality, Adaptability, Loyal, Heavy Calendaring, Event Planning, Logistics, Leadership, Access, Risk Management, Marketing, Administrative..., High Net Worth..., Process Scheduler, Public Relations, Time Management, Project Planning, Confidentiality, Databases, Mac OS, Editing, Research, Employee Relations, Administration, Administrative...
Education
Johnson County Community College 2010 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
NCR Corporation May 2015 - Present
CompuCom June 2014 - Present
Teleflora - Imaging Services Department June 2013 - May 2014
HUD January 2014 - January 2014
Barrister Global Services Network January 2014 - January 2014
The Mutual Fund Store January 2014 - January 2014
Insight Global and Dell Computer Company January 2014 - January 2014
Devon Energy / Contracter Gray Cox, GCox@PartnersConsulting.com December 2013 - December 2013
Starbucks October 2013 - October 2013
Allstate Financial Services, LLC October 2013 - October 2013
Skills
Certification (DCSE..., Ceramics and Sculpture, AutoCAD 2006 & 2012, Revit 2012, Autodesk Software, Past Owner / Three..., #1 Kula Fresh Water, #2 Zion Graphic Design, #3 Funk Brothers Snow..., Windows XP Pro, Adobe Creative Suite, Windows Vista, Windows 7, Windows 8, Troubleshooting, Call Centers, Canon, Dell Printers, Scanners, Microsoft Excel, Microsoft Office, Microsoft Word, Windows XP, Printers, Hardware, Operating Systems, Computer Repair, Illustrator, Photoshop, HTML, QuarkXPress, Software Installation, Laptops
Education
University of Oklahoma
Art Design, Architecture, Physics and Engineering
Oklahoma State University-Oklahoma City
Associate's Degree, Engineering / Architecture
Wichita State University
Ceramic Arts, Graphics, Painting, Sculpture, Communications, Audio Production
The Mutual Fund Store May 2015 - Present
Sixthriver Architects February 2014 - May 2015
Sixthriver Architects July 2013 - February 2014
maurices November 2008 - July 2013
Verizon November 2004 - March 2009
Skills
Merchandising, Visual Merchandising, Retail Sales, Retail, Store Management, Driving Results, Loss Prevention, Marketing, Fashion, Customer Service, Management, Sales
Education
Eastern Illinois University 2005 — 2007
Bachelor of Science (BS), Fashion Merchandising
Lake Land College 2002 — 2005
Associates, Business Administration and Management, General
Aerotek February 2015 - Present
Schoellhorn-Albrecht Machine Co June 2014 - August 2014
Missouri S&T Multi Media Center August 2013 - May 2014
Boy Scouts of America June 2013 - July 2013
Meadowbrook Country Club May 2012 - August 2012
Missouri S&T August 2011 - May 2012
Sea Education Association May 2011 - July 2011
The Mutual Fund Store December 2007 - June 2010
Skills
Microsoft Office, UGS NX7.5, Solidworks, Report Writing, Technical Writing, Team Leadership, Research, Public Speaking, Management, Microsoft Word, Leadership, Microsoft Excel, Matlab, Data Analysis, AutoCAD, PowerPoint, Engineering, Inventor, Windows
Education
Missouri University of Science and Technology 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering, 3.48/4.0
The Mutual Fund Store September 2011 - Present
All Pro Paving, Inc. April 1998 - Present
Gardner Area Chamber of Commerce April 2009 - August 2011
American Century Investments August 1991 - August 2008
Skills
Customer Service, Investments, Mutual Funds, Budgets
Education
Kansas State University
Kansas State University
BS, Business Administration
The Mutual Fund Store June 2015 - Present
Victoria's Secret Pink August 2014 - May 2015
Marian High School May 2014 - August 2014
Victoria's Secret Pink August 2012 - May 2014
Atlantic Records May 2013 - August 2013
Alpha Delta Pi Sorority November 2011 - December 2012
planitOmaha May 2012 - August 2012
Skills
Press Releases, Publicity, Event Planning, Social Media, Facebook, AP Style, Social Networking, Microsoft Office, Copy Editing, Adobe Creative Suite, Public Relations, Time Management, Editing, Newsletters, Media Relations, InDesign, Video Editing, Advertising, Photoshop, Fundraising, Social Media Marketing, Event Management, PowerPoint, Pinterest, Microsoft Word, Microsoft Excel, Corporate Communications, Brand Management, CisionPoint, Cision
Education
The University of Kansas 2011 — 2015
Journalism
University of Kansas 2011 — 2015
Bachelor of Science (BS), Journalism - Strategic Communication, 3.53
The Mutual Fund Store January 2013 - Present
AIG/American General Life Brokerage April 2008 - December 2012
AIG American General October 2004 - April 2008
AIG February 2004 - October 2004
US Bank Mutual Funds Services October 2002 - October 2003
Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Underwriting, People-oriented, Employee Benefits, Property & Casualty..., Term Life Insurance, Brokers, Disability Insurance, Team Leadership, Lotus Notes, Process Improvement, Staff Development, Estate Planning, Retirement Planning, Long-term Care, Series 63, Whole Life, Customer Satisfaction, Training, Call Centers, Access, 401k, Retirement, Financial Services, Financial Planners, IRAs, Universal Life, Strategic Financial..., Series 6, Commercial Insurance, Mutual Funds, Wealth Management, Risk Management, General Insurance, Reinsurance, Pensions, Financial Advisory, Claim, Relationship Management, Series 7, Long Term Care Insurance, Investments, Critical Illness, Securities, Insurance Brokerage, Investment Advisory
Education
Concordia University-Wisconsin 2004 — 2008
BA, Business Management/Communication
Riverside University High School 1984 — 1988
Sprint by Wireless Lifestyle June 2015 - Present
Sprint by Wireless Lifestyle September 2013 - Present
The Mutual Fund Store November 2011 - February 2013
The Mutual Fund Store April 2008 - November 2011
American Century Investments 2003 - 2007
American Century Investments 2001 - 2003
American Century Investments 1999 - 2001
American Century Investments 1998 - 1999
American Century Investments 1997 - 1998
American Century Investments 1991 - 1997
Skills
Process Improvement, Investments, Business Process..., Forecasting, Leadership, Strategic Planning, Mutual Funds, Management, Budgets, Operations Management, Business Strategy, Financial Services, Human Resources, Account Management, Executive Management, Customer Service, Banking, Call Centers, Coaching, Finance, Series 6, Vendor Management, Relationship Management, Financial Analysis, Analysis, Team Leadership, Financial Advisory, Equities, Business Analysis, Business Development, Team Management, Risk Management, Asset Allocation, Balanced Scorecard
Education
Rockhurst University
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store October 2014 - Present
Primerica February 2004 - August 2014
TEKsystems June 1999 - September 2001
United States Marine Corps July 1995 - July 1999
Skills
Team Building, Team Leadership, Motivation, Marketing Strategy, Business Strategy, Public Speaking, Project Initiation, Financial Analysis, Sales Management, Mutual Funds, Insurance, Risk Management, Account Management, Investments, Business Planning, Recruiting, Leadership, Strategy, Training, Retirement Planning, Strategic Financial..., Series 6, Wealth Management, CRM, Asset Management, Series 63
Education
California State University-Fresno 2002 — 2004
Business Administration and Management, General
The Mutual Fund Store July 2012 - Present
SunTrust Bank July 2010 - July 2012
Colonial Bank July 2007 - October 2009
Colonial Bank January 2006 - July 2007
Skills
Life & Health Insurance..., Administrative..., Customer Service, Consumer Lending, Insurance, Banking, Training, Loans, Sales, Finance, Financial Services, Team Management, Lines Of Credit, Customer Satisfaction, Life Insurance, Management
Education
LSU Shreveport 2014 — 2016
Master of Business Administration (M.B.A.)
Palm Beach State College 2010 — 2014
Bachelor's Degree, Supervision and Management
Palm Beach State College 2008 — 2010
Associate of Arts (A.A.), General Studies
Zolfo Cooper May 2014 - Present
KPMG October 2010 - April 2014
KPMG US June 2009 - August 2009
The University of Arizona December 2007 - December 2008
The Mutual Fund Store June 2008 - August 2008
KCTG June 2006 - August 2006
Skills
CPA
Education
Hunter College 2009 — 2010
Masters in Accountancy, Accounting
University of Arizona, Eller College of Management 2005 — 2009
BA, Accounting
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
Sheriff Office 2015 - Present
The Mutual Fund Store January 2014 - January 2015
Four Points by Sheraton Pittsburgh North January 2013 - May 2014
Lincoln Investment Planning, INC. May 2012 - January 2013
Skills
Client Services, Communication, Political Science, Writing, Customer Interaction, Telecommunications, Debate, Corporate Social..., Social Media, Professional...
Education
Southern New Hampshire University 2014 — 2016
Master's degree, Terrorism and Counterterrorism Operations, Homeland Security
Slippery Rock University of Pennsylvania 2008 — 2012
Bachelor's degree, Political Science
The Mutual Fund Store February 2010 - Present
Hufford Advisors, LLC March 2006 - August 2009
Aquatic Renovation Systems dba RenoSys Corporation August 1999 - March 2006
Skills
Series 65, Retirement Planning, Wealth Management, Asset Allocation, 401k, Mutual Funds, Financial Planning, Portfolio Management, Investment Advisory, Asset Management, Investments, Financial Advisory, Financial Services, Management, Executive Support, Office Administration, Sales Process, Sales Operations, Sales Management, Organization Skills, Scout Leadership, Bookkeeping, Accounting, Retirement
Education
Indiana University-Purdue University at Indianapolis 1998 — 2004
Bachelor of Science (BS), Criminal Justice
Monrovia High School 1994 — 1998
High School Diploma
The Mutual Fund Store July 2014 - Present
O'Reilly Auto Parts June 2013 - July 2014
Duck Creek/Accenture June 2011 - November 2012
Bolivar School District February 2009 - September 2010
Rogersville School District August 2008 - January 2009
Skills
Series 65, Investment Advisory, FINRA, Java, Computer Hardware, Microsoft Office, Computer Repair, Computer Science, C, Computer Maintenance, Mathematics, Discrete Mathematics, Technical Support, Servers
Education
Southwest Baptist University 2010 — 2013
Bachelor of Science (BS), Computer Science
Missouri State University 2008 — 2009
Bachelor of Science (BS), Computer Science
Family Trust Services 2014 - Present
Wellness Financial Advisors September 2012 - July 2014
Assurance Financial Partners/Estate and Elder Planning Center April 2009 - September 2012
The Mutual Fund Store January 2008 - January 2009
Farmers Insurance January 2008 - November 2008
American General Life and Accident Ins January 2003 - January 2007
Skills
Insurance, Property & Casualty..., Office Administration, New Business Development, Social Media, Term Life Insurance, Fixed Annuities, IRAs, 401k Rollovers, Elder Care, Customer Service, Leadership, Marketing, Health Insurance, Retirement Planning, Management, Small Business, Long-term Care, Disability Insurance, Estate Planning, Medicare, Analysis, Public Speaking, Employee Benefits, Sales, CRM, Fundraising
Education
Kaplan Career Institute-Nashville 2002 — 2003
Insurance
Newberry High School
The American College
Blacktop Creative August 2015 - Present
The Mutual Fund Store July 2012 - June 2015
Bernstein-Rein Advertising April 2011 - June 2012
Callahan Creek June 2008 - April 2011
Team One August 2005 - June 2008
Doner Advertising April 2004 - August 2005
The Hennegan Company September 2001 - January 2004
Team One June 1992 - September 2001
Skills
Marketing Communications, Brand Development, Integrated Campaign..., Marketing Strategy, Advertising, Digital Marketing, Strategic Communications, Social Media Marketing, Creative Problem Solving, Digital Strategy, Marketing Research, Launching Of New..., Integrated Marketing..., Segmentation, Ethnography, Contract Negotiation, Strategic Planning, Strategic Partnerships, Web Analytics, P&L Management, New Business Development, Collateral Material..., Automotive, Hospitality, Healthcare, Franchisee Management, Consumer Insights, Account Management, B2B, Integrated Marketing, Lead Generation, Brand Management, Online Marketing, Media Planning, Direct Marketing, Customer Insight, Product Launch, Interactive Marketing, Franchising, Direct Mail, Marketing, Email Marketing, Relationship Marketing, Online Advertising, Leadership, Strategy, Creative Direction
Education
University of Kansas
BS, Journalism, Advertising
Hutchinson High School
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
The Mutual Fund Store February 2012 - Present
Skills
Wealth Management, Portfolio Management, Asset Allocation, Series 63, Series 7, Asset Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Securities, IRAs, Retirement, Alternative Investments, Financial Planning, Fixed Annuities, Management, Series 65
Education
Texas State University-San Marcos 1996 — 2000
BS Business Administration
Brian R Mummau Carpentry & Stay at home Dad December 2014 - Present
Brian R Mummau April 2000 - Present
The Mutual Fund Store January 2013 - November 2014
Metlife Securities. Inc. March 2010 - January 2013
UFinancial June 2009 - December 2009
BRM Construction April 1997 - December 2009
United States Marine Corps November 2001 - November 2009
Ron Kane Heritage Trim October 1996 - April 1997
Don Updegrave Construction February 1995 - October 1996
Lionberger Construction July 1994 - December 1994
Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management
Education
Elizabethtown College 2008 — 2009
Bachelors of Science, Business Administration
Elizabethtown College 2005 — 2008
Associates, Business Administration
Elizabethtown Area High School 1990 — 1994
High School, General
Meeder Investment Management June 2015 - Present
Self-Employed June 2013 - May 2015
Tuttle Wealth Management September 2012 - June 2013
LPL Financial September 2007 - September 2010
The Mutual Fund Store July 2006 - September 2007
SCOTTRADE FINANCIAL October 2001 - July 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Advisory, Financial Services, ETFs, Strategic Financial..., Sales, Relationship Management, Investment Advisory, Business Development, Management, Marketing, Asset Allocation, Training, Alternative Investments, Investment Strategies, Series 65
Education
Bowling Green State University 1990 — 1994
Bachelor of Arts, Liberal Studies; Communications, English and Sociology
College for Financial Planning
Corkscrew Agency January 2010 - Present
The Mutual Fund Store November 2002 - July 2010
Skills
Radio, Strategic Communications, Public Relations, Media Relations, Marketing Strategy, Social Media Marketing, Mutual Funds, Marketing Communications, Social Media, Investments, Strategic Planning, Leadership, Direct Marketing, Advertising, Corporate Communications, Business Development, Integrated Marketing, Marketing, Email Marketing, Online Marketing, Online Advertising, Digital Media, Digital Marketing, Strategic Partnerships, Lead Generation, Video Production, Strategy, Direct Mail, Website Development, Entrepreneurship, Newsletters, Small Business, Copywriting, Content Management, Press Releases, Creative Writing
Education
The University of Kansas 1992 — 1997
Master of Arts, Rhetoric and Public Address
University of Nebraska-Lincoln 1987 — 1992
Bachelor of Arts, Communication Studies
Apple August 2015 - Present
All Speed Expo February 2015 - Present
Marshalls April 2009 - November 2014
Victorian Trading Co. April 2014 - June 2014
Ply Gem June 2013 - December 2013
The Mutual Fund Store February 2013 - March 2013
Entercom December 2011 - April 2012
Skills
Digital Marketing, Graphic Design, Online Marketing, Multimedia, Photoshop, Facebook, Radio, Advertising, Public Relations, Integrated Marketing, Social Networking, Editing, Video Editing, SEO, Social Media Marketing, Sales, Brand Development, Product Launch, Google Analytics, Website Updating, Product Marketing, Project Management, Web Content Management, E-Marketing, Creative Strategy, Marketing Strategy, Online Advertising, Time Management, Adobe CS6, Able To Multi-task, Excel, B2B, Group Work, Mobile Technology, Emfluence Email Program, Eventbrite, Data Analysis, IBM Websphere Commerce, Video, Adobe Acrobat, Item Data Management, Email Marketing, Social Media, Marketing, Brand Management, Content Management, Marketing Communications, Photography, Creative Direction, Lead Generation
Education
Keller Graduate School of Management of Devry 2012 — 2013
Masters, Masters of Business Administration, 3.67
DeVry University 2010 — 2012
Bachelor of Science, Multimedia Design and Development, 3.8
Devry University 2009 — 2010
Associates, Graphic Design/Web Graphic Design, 4.0
The Mutual Fund Store July 2012 - Present
The Mutual Fund Store September 2008 - July 2012
First Command Financial Services, Inc. 2007 - 2008
Waddell & Reed March 2005 - December 2007
Quick and Reilly 1993 - 1999
TD Waterhouse 1988 - 1993
Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning
Education
Kent State University 1982 — 1986
Northmont
The Ohio State University
OptionsHouse March 2015 - Present
Creighton University August 2014 - February 2015
Creighton University May 2013 - July 2014
The Mutual Fund Store May 2012 - December 2012
TD Ameritrade January 2010 - March 2012
TD Ameritrade June 2008 - December 2009
TD Ameritrade December 2005 - May 2008
TD Ameritrade October 2000 - November 2005
Skills
Digital Marketing, Digital Strategy, Online Marketing, Marketing, SEO, Direct Marketing, Strategic Planning, Financial Services, Email Marketing, Multi-channel Marketing, Omniture, E-commerce, Integrated Marketing, Segmentation, Web Analytics, Online Advertising, Management, Analytics, Interactive Marketing, SEM, Marketing Strategy, Relationship Management, Budgets, Leadership, Customer Acquisition, Google Analytics, Database Marketing, Content Strategy, Strategy, CRM, Lead Generation, Team Leadership, Project Planning, Mobile Marketing, Business Development, Brand Marketing, Conversion Optimization, A/B testing, Creative Strategy, Process Development, Strategic Consulting, Web Content Management, Website Development, Web Project Management, Staff Development, Agency Relations, Budget Management, Acquisition Marketing, Marketing Management, Project Implementation
Education
Bellevue University 2002 — 2004
BS, Business Administration and Management
The Mutual Fund Store August 2011 - Present
Under Armour September 2008 - January 2009
State Farm November 2006 - December 2007
Skills
Mutual Funds, Financial Services, Customer Service, Training, Management, Finance, Securities, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Call Centers, Access, Microsoft Word, Microsoft Excel, Retirement Planning
Education
Montgomery County Community College 2005 — 2016
Associate in Liberal Studies, Business Management/Human Resources
The Mutual Fund Store August 2015 - Present
Mindgruve June 2013 - July 2015
Adconion Direct December 2011 - May 2013
The Phelps Group November 2008 - December 2011
Ignited Minds March 2008 - November 2008
Nicholson Kovac August 2005 - February 2008
The Phelps Group 1999 - 2005
Skills
Business Strategy, Budgets, Integrated Marketing, Digital Marketing, New Business Development, Strategy, Advertising, Marketing Communications, Online Advertising, Marketing Strategy, Project Management, Social Media, Account Management, Marketing, Management, SEO, Email Marketing, B2B, Digital Media, Interactive Marketing, Public Relations, Facebook, Direct Mail
Education
University of Kansas 1993 — 1997
Bachelor of Arts (BA), Interpersonal and Organizational Communications
STAR Financial Bank August 2015 - Present
Bloomin' Designs May 2015 - Present
Fort Financial Credit Union September 2013 - June 2015
The Mutual Fund Store April 2012 - September 2013
Three Rivers Federal Credit Union July 2006 - March 2012
Skills
Customer Service, Compliance, Insurance, Auditing, Loans, Coaching, Sales, Leadership, Performance Reviews, Problem Resolution, Cash Handling Experience, Hiring Practices, Banking, Management, Program Development, Credit, Microsoft Excel, Program Management, Investments, Fundraising, Teamwork, Interviews, Finance, Risk Management, Team Building, Mortgage Lending, Consumer Lending, Relationship Management, Underwriting
Education
Indiana Institute of Technology 2008 — 2011
Bachelor of Science (B.S.), Business Administration, Management
Ivy Tech Community College 2006 — 2008
Human Services
The Mutual Fund Store May 2013 - Present
Wells Real Estate Funds September 2012 - May 2013
Merrill Lynch April 2012 - September 2012
JPMorgan Chase December 2009 - April 2012
Skills
Sales, Sales Management, Salesforce.com, HR Policies, Customer Service, Customer Satisfaction, Customer Retention, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Banking, Finance, Leadership, Series 7
Education
Strayer University (VA) 2011 — 2013
Master of Business Administration (MBA), Human Resources Management
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Science (BS), Finance
The Mutual Fund Store June 2015 - Present
The Shobe Financial Group March 2014 - August 2014
Self-Employed April 2013 - March 2014
Thrivent Financial September 2011 - October 2012
The Rodney Lough Jr. Gallery December 2010 - August 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
Scena Theatre 2009 - 2009
Bad Hamlet 2009 - 2009
The Catholic University of America 2007 - 2009
Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts
Education
The Catholic University of America 2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology
Parkview Baptist High School 2005 — 2007
Bishop Sullivan High School 2003 — 2005
The Mutual Fund Store June 2015 - Present
Mary Kay Inc. March 2012 - Present
Stephen James Associates - a Division of Aerotek April 2014 - June 2015
Aerotek March 2012 - April 2014
Consolidated Graphics January 2011 - March 2012
Consolidated Graphics December 2007 - January 2011
Business Cards Tomorrow May 2007 - August 2007
Skills
Recruiting, High-volume Recruiting, College Recruiting, Technical Recruiting, Contract Recruitment, Behavioral Interviewing, Phone Screening, Applicant Tracking..., Onboarding, Customer Service, Management, Campus Relations, Public Relations, Presentation Development, Presentation Skills, Marketing Communications, Event Planning, Advertising, Marketing, Leadership, Training, Office Management, Account Management, Cold Calling, New Business Development, Sales Management, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Dreamweaver, QuarkXPress, Project Management, Photography, Offset Printing, Digital Printing, Graphic Design, Sustainability, Direct Mail, Human Resources, Time Management, Team Building
Education
Pittsburg State University 2003 — 2007
Bachelor's of Science in Technology, Graphic Communications
Arizona State University 2003 — 2005
Graphic Communications
Price Financial Group Wealth Management November 2014 - Present
Townhomes With a View Condominiums August 2008 - Present
The Mutual Fund Store February 2014 - November 2014
Thrivent Financial for Lutherans March 2010 - April 2013
Thrivent Financial for Lutherans April 2008 - March 2010
Schwabe, Williamson & Wyatt April 2007 - April 2008
Multnomah County District Attorney's Office April 2005 - April 2007
Attorney General's Office 2002 - 2004
Skills
Licensed Life & Health..., Series 7, Series 63, Foster Care, Finance, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investments, Wealth Management, Asset Allocation, Investment Strategies, IRAs, Uniform Combined State..., Financial Analysis, Life Insurance, Securities, Investment Advisory, Estate Planning, Portfolio Management, Insurance, Financial Planners, Financial Planning
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.)
Pacific Lutheran University 2000 — 2004
BA, English-Writing
University of the West Indies, St. Augustine Campus 2003 — 2003
Study Abroad, Caribbean Studies
St. Mary's Academy
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
The Mutual Fund Store February 2015 - Present
Best Coffee Service, Corp. January 2015 - Present
SHARP ADVISORS June 2012 - November 2014
Lakeside Executive Suites Weston June 2011 - May 2012
Skills
Social Media Marketing, Microsoft Word, Microsoft Excel, Microsoft Publisher, Adobe Photodeluxe, Facebook Marketing, Twitter Marketing, Time & Attendance, Reliability, Creativity Skills, Creative Writing, Customer Service, Team Leadership, Great Personality, Bilingual Communications, Office Administration, Team Motivation, Social Psychology, Financial Services, Open-mindedness, Easily Adaptable, Organizational..., Project Management, Newsletters, Event Planning, Sales, Social Media, Time Management, Data Entry, Public Relations, Strategic Communications, Marketing
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor of Arts (B.A.), Psychology, Childrens Literature & Childhood Studies
Broward Community College 2009 — 2011
Associate of Arts (A.A.), Elementary Education and Teaching
McLean Mortgage Corporation April 2015 - Present
McLean Mortgage Corporation September 2012 - April 2015
Fidelity Investments November 2011 - August 2012
Fidelity Investments January 2011 - November 2011
The Mutual Fund Store May 2007 - January 2011
Charlson & Wilson Bonded Abstractors August 2005 - May 2007
Skills
Credit, Loans, Financial Services, Customer Service, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Residential Mortgages, Retirement Planning, Mortgage Lending, Banking, Investments, Financial Analysis, Loan Origination
Education
Kansas State University 2002 — 2007
Family Studies and Human Services, Financial Planning
The Mutual Fund Store October 2014 - Present
Hartford Funds November 2013 - October 2014
SEI January 2013 - November 2013
SEI Investments March 2011 - December 2012
SEI Investments August 2010 - March 2011
SEI Investments November 2009 - August 2010
SEI Investments May 2008 - November 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2004 — 2008
B.S., Finance
WSECU October 2011 - Present
Golden Empire Mortgage January 2011 - October 2011
Washington State Employees Credit Union October 2010 - December 2010
National City Mortgage March 2009 - October 2009
The Mutual Fund Store December 2007 - March 2009
National City Mortgage August 2005 - October 2007
BNC Mortgage July 2002 - July 2005
Wells Fargo Home Mortgage September 2001 - July 2002
Aames Home Loan October 1999 - September 2001
Skills
Underwriting, Mortgage Lending, Loans, Credit, Mortgage, Mortgage Banking, Home Equity Loans, Training, Customer Service, Risk Management, Loan Origination, Management, Financial Risk, Consumer Lending, Sales, Credit Analysis, Banking, Refinance, Mortgage Underwriting, Credit Risk, Loss Mitigation, Residential Mortgages
Education
Tacoma Community College 2010 — 2010
AAS, Accounting
Pierce College
Coursework, Accounting and Business Management
The Mutual Fund Store September 2012 - Present
TD Ameritrade June 2009 - September 2012
Investools February 2007 - June 2009
Investools December 2004 - February 2007
Skills
Technical Analysis, Options, Analytics, Investments, Portfolio Management, Fundamental Analysis, Strategic Financial..., Financial Analysis, Financial Markets, Stocks, Trading, Training, Product Development, Leadership, Captivate, Business Strategy, Asset Allocation, Mutual Funds, Risk Management, Securities, Analysis, Series 7, Wealth Management, Business Development, Management, Equities, Investment Strategies, Coaching, Team Leadership, Process Improvement, E-Learning, Cross-functional Team..., Finance, Strategic Planning, Technology Management, Web Applications, Digital Marketing, Social Media, Microsoft CRM, Strategy, Retirement, 401k, CRM, Financial Services, Personal Finance, Retirement Planning
Education
University of Iowa 2008 — 2009
Creative Writing
Brigham Young University - Idaho 1998 — 2004
Bachelor of Arts, English Education
The Mutual Fund Store® July 2007 - Present
Wealth Strategies Northwest January 2004 - July 2007
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Asset Management, Wealth Management, 401k, IRAs, Financial Services, Risk Management, Pensions, Investment Management, Series 6, FINRA
Education
Brigham Young University 1976 — 1979
Bachelor of Arts
Self-Employed June 2015 - Present
The Mutual Fund Store June 2013 - May 2015
Kansas City Quality Improvement Consortium October 2012 - June 2013
Kansas City Regional Association of REALTORS® March 2009 - October 2012
Sun Publications December 2007 - October 2008
The Wyandotte West/Piper Press May 2007 - December 2007
Skills
Content Creation, Ghostwriting, Copy Editing, Social Media, Project Management, Managing Volunteers, Marketing Communications, Email Marketing, InDesign, Photoshop, QuarkXPress, Photography, News Writing, Feature Articles, Volunteer Management, Content Strategy, Editing, Newsletters, Publications, AP Style, Public Relations, Creative Direction, Social Media Marketing, Editorial, Newspapers, SEO Copywriting
Education
Park University
BA, Communication Arts - Journalism
The Mutual Fund Store July 2013 - Present
New York Life Insurance Company June 2012 - July 2013
BTC Capital Management August 2001 - August 2011
National Travelers Life Company June 1986 - July 2001
Principal Financial Group June 1978 - June 1986
Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Securities, Mutual Funds, Retirement Planning, Fixed Income, Equities, Bloomberg, Accounting, Management, Bonds, Sales, Strategy, Morningstar, Economics, Real Estate, Pensions
Education
Simpson College 1976 — 1978
Bachelor Of Arts, Accounting and Business Administration; Finance
The Mutual Fund Store January 2014 - Present
The Mutual Fund Store November 2011 - December 2013
The Mutual Fund Store February 2011 - October 2011
The Mutual Fund Store May 2010 - January 2011
The Mutual Fund Store March 2008 - April 2010
Skills
Management, Marketing Strategy, Leadership, Investments, Team Building, Analysis, Finance, Customer Service, Portfolio Management, Risk Management, Strategic Planning, Financial Analysis, Marketing, Process Improvement, Microsoft Excel, Teamwork, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Financial Services
Education
Auburn University at Montgomery 1997 — 2001
BS, Business Management
Indiana Bible College 2001 — 2002
BA, Theology
Clermont County Republican Party May 2010 - Present
Schaeffer's Investment Research October 2006 - October 2011
The Mutual Fund Store 2004 - 2006
Fidelity Investments 1987 - 1991
Skills
Investments, Mutual Funds, Finance, Bonds, French, Macroeconomics, Options, Financial Markets, Portfolio Management, Investment Advisory, Asset Managment, Strategic Financial..., Wealth Management, Forecasting, Financial Analysis, Hedge Funds, Fixed Income, Analysis, Investment Strategies, Equities, Asset Allocation, Training, Asset Management, Trading, Financial Modeling, Management, Economics, Derivatives, Investment Management, Bloomberg, Government, Campaigns, Non-profit Volunteer
Education
Xavier University 1987 — 1990
M.B.A., Finance
Miami University 1980 — 1982
B.S.B.A., Finance
College of the Holy Cross 1978 — 1980
Economics/Accounting
St. Xavier High School 1974 — 1978
College Prep
St. Antoninus 1969 — 1974
The Mutual Fund Store January 2012 - Present
Mutual of Omaha August 2011 - January 2012
Edward Jones July 2010 - August 2011
Apex Software April 2007 - June 2010
Williams, Crow, Mask, LLP September 2006 - April 2007
KeyAd March 2006 - September 2006
Skills
Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Financial Services, Investment Management, Asset Management, Finance, Estate Planning, Portfolio Management, Wealth Management, 401k, Retirement Planning, Fixed Annuities, IRAs, Insurance, Risk Management, Wealth, Bonds, ETFs, IRA's, Annuities, Modern Portfolio Theory, Equities, Life Insurance, Long-term Care, Relationship Management, Series 7, Strategic Financial..., Securities, Wealth Accumulation, High Net Worth..., Personal Finance, FINRA, Disability Insurance, Fixed Income, Employee Benefits, Long Term Care Insurance, 401k Rollovers, Term Life Insurance, Roth IRA, Uniform Combined State..., Personal Financial..., Social Security, Education Funding, Financial Planning
Education
College for Financial Planning 2013 — 2016
Master's Degree, Personal Financial Planning
Institute of Business & Finance 2011 — 2012
CFS® - Certified Fund Specialist®, Financial Planning and Services
College for Financial Planning 2010 — 2010
AAMS® - Accredited Asset Management Specialist, Financial Planning and Services
Texas State University-San Marcos 1999 — 2006
Bachelor of Arts (B.A.), Mass Communications, Business Management
Tom C. Clark High School 1992 — 1996
High School
The Mutual Fund Store September 2015 - Present
Radian Partners April 2013 - September 2015
Hunter Fan Company August 2012 - March 2013
Carty and Company June 2011 - August 2012
FEDEX CORPORATION January 2007 - August 2011
St. Jude Children's Research Hospital January 2007 - September 2008
The Home Depot April 2006 - December 2006
Georgia-Pacific January 2003 - April 2006
MPACT Memphis 2001 - 2005
INTERNATIONAL PAPER CORPORATION March 2001 - January 2003
Skills
Supply Chain
Education
Christian Brothers University 1992 — 1995
Bachelor of Science, Operations Management
Indiana University Bloomington 1990 — 1992
Business
The Mutual Fund Store December 2002 - Present
Skills
Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Asset Management, Wealth Management
Education
Indiana University—Purdue University Fort Wayne 1990 — 1995
Bachelor of Science (B.S.), Mathematics
Adknowledge November 2012 - Present
Consultant July 2012 - November 2012
The Mutual Fund Store September 2009 - June 2012
WDAF-TV October 2006 - August 2009
WJBK-TV February 2003 - October 2006
WHIO-TV October 1996 - August 2002
WJBF-TV December 1994 - September 1996
WEVU-TV 1994 - 1994
Skills
Content Marketing, Broadcast Journalism, Media Relations, Radio, Public Relations, Television, Corporate Communications, Journalism, Creative Writing, Broadcast, Storytelling, Public Speaking, Radio Broadcasting, Strategic Communications, News Writing, On-camera Talent, Video Production, Conducting Interviews, Video Editing, Marketing Strategy, Marketing Communications, Media Interviews, Interviews, Feature Articles, Digital Media, Videography, Web Video, Personal Finance, Copywriting, Web Content, Press Releases, Investigative Reporting, Feature Writing, Team Management, Foreign Languages, Critical Thinking, AP Style, Internal Communications, Speaking Engagements, Interview Coaching, Geography, Chinese culture, Stock Market, Social Media Marketing, Social Media, Blogging, Editing, Digital Marketing, Integrated Marketing, Newsletters
Education
S.I. Newhouse School of Public Communications at Syracuse University
Bachelor of Science (B.S.), Broadcast Journalism
The Mutual Fund Store September 2011 - Present
First Investors Corporation June 2010 - July 2011
Skills
Strategic Financial..., Time Management, Training, Customer Service, Sales, CRM, Retirement Planning, Manage Client..., Client Retention..., Retirement Income..., Compliance Monitoring, Asset Allocation, Mutual Funds, Team Leadership
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor’s Degree, Business Administration and Management, General
Uncle Jack's Steakhouse October 2014 - Present
CODE Electric / CODE Green January 2013 - September 2014
PIC Corporation April 2012 - December 2012
New Jersey Restaurant Association August 2011 - March 2012
The Mutual Fund Store August 2010 - August 2011
Northwestern Mutual March 2010 - July 2010
Dan Mertz Inc. December 2000 - January 2010
Skills
Access, Finance, Marketing, Sales, Mutual Funds, Investments, Asset Allocation, Public Speaking, Leadership, Event Planning, Social Media, Sales Management, Advertising, Public Relations, Event Management, Online Marketing, Social Media Marketing, Account Management, New Business Development, Team Building, Microsoft Word, Marketing Strategy, Customer Service, Training, Insurance, Microsoft Office, Management, Strategic Planning, Social Networking, PowerPoint, Time Management, Marketing Communications, Microsoft Excel
Education
Rutgers University – Camden 2006 — 2010
Bachelor of Arts, Economics
American Century Investments June 2015 - Present
American Century Investments June 2014 - 2015
American Century Investments October 2012 - June 2014
American Century Investments July 2010 - October 2012
G4S November 2009 - July 2010
New England Financial April 2009 - November 2009
MetLife February 2008 - March 2009
The Mutual Fund Store February 2007 - February 2008
American Century Investments September 2006 - January 2007
American Century Investments June 2004 - September 2006
Skills
Call Centers, Strategic Planning, Leadership, Business Analysis, Customer Service, Quality Assurance, Quality Management, Business Process..., Content Writing, Training, Editing, Process Improvement, Customer Experience, Management, Public Speaking, Event Planning, Financial Services, Investments, Mutual Funds, Team Building, Project Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.29 GPA
Baker University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.93 GPA
University of Missouri-Kansas City 1998 — 2002
Bachelor of Arts (B.A.), History, "with Distinction" 3.84 GPA
The Mutual Fund Store March 2015 - Present
National Securities January 2014 - March 2015
Morgan Stanley May 2012 - December 2013
Prudential Real Estate April 2003 - April 2012
Kenneth Young Center August 1999 - March 2003
Northern Illinois University August 1998 - August 1999
Education
Northern Illinois University 1997 — 1999
BA, Communications
Kishwaukee College 1994 — 1997
Associate's Degree
Conifer Health Solutions June 2015 - Present
Strategic Wealth Designers December 2013 - April 2015
The Mutual Fund Store July 2012 - August 2013
ADP 2007 - 2009
Jefferson National 2003 - 2007
Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis
Education
Indiana University-Southeast 2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General
New Albany High School 1999 — 2002
The Mutual Fund Store December 2011 - Present
The Mutual Fund Store December 2011 - Present
Merrill Lynch January 2010 - December 2011
Paychex June 2009 - February 2010
Allstate Insurance May 1996 - September 2008
AT&T January 1993 - January 1996
AT&T January 1981 - January 1993
Skills
Wealth Management, Retirement Planning, Investments, 401k, Investment Strategies, Mutual Funds, IRAs, Financial Advisory, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, Leadership, Estate Planning, Insurance, Securities, Finance, Financial Services, Financial Planners, Fixed Annuities, Alternative Investments, Series 7, Series 63, Series 65, Financial Planning
Education
Monroe Community College 1979 — 1981
Associates, Accounting
Thomas Edison College
B.A, Business Administration
The Mutual Fund Store March 2015 - Present
The Mutual Fund Store March 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Sales, Management, Customer Service, Microsoft Word, Leadership, Outlook
Education
Kaplan University-Davenport Campus 2009 — 2011
Associate of Science (A.S.), Criminal Justice
The Mutual Fund Store June 2012 - Present
Boston Financial Data Services June 2010 - June 2012
Education
The University of Kansas 2007 — 2011
Bachelor's degree, Finance, General
Junior Achievement of Northern Indiana September 2014 - Present
Junior Achievement of Northern Indiana February 2012 - August 2014
The Mutual Fund Store February 2011 - January 2012
Vera Bradley - Temporary May 2010 - December 2010
Northeast Indiana Public Radio December 2007 - April 2010
LaBov 2003 - 2004
Skills
Marketing, Relationship Management, Volunteer Training, Strategic Communications, Social Media Marketing, Strategic Planning, Social Media, Non-profit Volunteer, Public Speaking, Time Management, Volunteer Management
Education
Ivy Tech Community College
The Mutual Fund Store April 2014 - Present
The Mutual Fund Store August 2009 - March 2014
RE/MAX Midwest Group September 2004 - May 2005
FitzGerald and FitzGerald, P.C. January 2003 - June 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Data Entry, Invoicing, Outlook, Insurance, Time Management, Call Centers, Process Improvement
Education
Missouri College 2002 — 2002
Diploma, Computer Administrative Assistant, 4.0
Saint Louis Community College-Meramec
n/a, General Courses
Capital Group October 2014 - Present
Star Furniture February 2013 - July 2013
Purdue University August 2008 - May 2013
Dryer & Reinbold, Race Team June 2011 - August 2011
The Mutual Fund Store June 2009 - June 2010
Skills
Confident and effective..., Strong project..., Excellent problem..., Thrive in a fast past &..., Ability to create..., Understanding of..., Even..., Marketing Communications, Higher Education
Education
Purdue University 2008 — 2013
Bachelor of Science (BS), Sociology
The Mutual Fund Store July 2007 - Present
Ohio State University Veterinary Hospital March 1992 - April 2001
Skills
Laboratory, Microbiology, Chemistry, Laboratory Medicine, Hematology, Medicine, Administrative..., Outlook, Customer Service, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Insurance, Invoicing, Time Management, Management, Financial Services, Mutual Funds, Retirement Planning, Securities, Leadership, Portfolio Management, Financial Planning
Education
Columbus State 1990 — 1992
Associate's Degree, Veterinary Sciences/Veterinary Clinical Sciences, General
The Ohio State University 1987 — 1989
Allied Health and Medical Assisting Services
The Mutual Fund Store October 2011 - Present
Supply Technologies May 2009 - September 2011
Merrill Lynch June 2001 - May 2009
Lucent Technologies May 2000 - May 2001
PVI April 1999 - April 2000
Gateway Computer July 1997 - April 1999
Country Home Products January 1996 - June 1997
US Navy July 1987 - July 1991
Skills
Executive Sales, International Revenue..., Bilingual-Spanish, Sales, Customer Service, Leadership, Strategy, Series 63, Business Development, Mutual Funds, New Business Development, Revenue, Asset Allocation, Accounting, Wealth Management, Recruiting, Start-ups, Series 7, Retirement Planning, Microsoft Office, PowerPoint, Team Building, Finance, Microsoft Excel, Forecasting, Investment Advisory, Investments, Retirement
Education
Kent State University 1991 — 1995
Bachelor of Science, Biology
The Mutual Fund Store August 2012 - Present
LaCamas Swim and Sport December 2007 - February 2012
Wells Fargo Bank January 2000 - January 2008
Meier & Frank July 1994 - December 1999
Skills
Customer Relations, Business Strategy, Hiring, Budgeting, Customer Service, Billing, Fitness, Culinary, Culinary Skills, Budgets, Team Building, Invoicing, Microsoft Excel, Microsoft Office, Sales Management, Sales, Forecasting, Leadership, Inventory Management, Management, Training, Purchasing, Account Management, Coaching, Call Centers, Relationship Management
Education
Trendimi 2015 — 2015
Cerificate, Event Planner, 4.0
Le Cordon Bleu College of Culinary Arts-Portland 1988 — 1989
Associate’s Degree, Culinary Arts, 3.85
Oregon State University 1986 — 1988
Hotel Resturant Managment
Crater High School 1984 — 1986
Continuing Education Courses
The Mutual Fund Store October 2013 - Present
Senepol Cattle Breeders Association June 2012 - October 2013
Senepol Cattle Breeders Association June 2006 - October 2012
Skills
Customer Service, Spanish, Outlook, Public Speaking, Microsoft Excel, Executive Office..., Event Planning, Non-profits, Microsoft Office, Fundraising, Microsoft Word, Office Management, PowerPoint, Research, Social Media, Volunteer Management, Personal Support, Negotiation, Strategic Planning, Non-profit Environments, Cross-sector..., Calendar Planning, Google Calendar, Administrative..., Personify, Event Management, Series 65, Government
Education
Northwestern Michigan College 1992 — 1995
Associate of Science (A.S.), Drafting and Design Engineering
Hussmann Services Corp. June 2015 - Present
The Mutual Fund Store November 2014 - Present
Accenture May 2008 - October 2014
Saint Luke's Health System May 2006 - May 2008
Quest Diagnostics November 2003 - February 2006
Sega Inc. September 2000 - October 2003
Skills
Microsoft Office, Research, Medical Transcription, Medical Terminology, Microsoft Excel, Microsoft Word, PowerPoint, Administrative...
Education
MidAmerica Nazarene University
Bachelor of Arts (B.A.), Management & Human Relations
The Mutual Fund Store April 2005 - Present
Wells Fargo 2000 - 2005
Skills
Investments, Asset Allocation, Investment Advisory, Mutual Funds, Retirement Planning, Qualified Retirement..., Planning Advice, Investment Management, Financial Advisory, Series 65, IRAs, Financial Services, 401k, 401k Rollovers, Securities, ETFs, Bonds, Separately Managed..., Roth IRA, Portfolio Management, Equities, Finance, Personal Finance, Personal Financial..., Wealth Accumulation, Asset Management, Wealth, Risk Management, Fixed Income, Trading, Modern Portfolio Theory
Education
Hampden-Sydney College 1995 — 1999
B.A., Political Science, English
Patrick Henry High School 1992 — 1995
The Mutual Fund Store August 2009 - Present
Habitat for Humanity Sauk-Columbia Area, Inc 2008 - July 2015
Amcore Bank 2007 - 2009
U. S. Peace Corps September 1985 - December 1987
Skills
Asset Allocation, 401k, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Portfolio Management, Portfolios, Financial Management, Mutual Funds, Investments, Retirement, Investment Strategies, IRA's, High Net Worth..., Roth IRA, 401k Rollovers, Retirement Income..., Financial Planning, Finance
Education
Iowa State University - College of Business 1995 — 1998
MBA
University of Wisconsin-Madison 1979 — 1985
BS Agriculture
The Mutual Fund Store November 2012 - Present
D. Joseph Financial Group April 2007 - November 2012
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement, Strategic Financial..., Portfolio Management, Investment Strategies, Series 66, Insurance, 401k, Financial Advisory, Asset Management, Alternative Investments, Series 63, Securities, Estate Planning, Options, Financial Markets, Investment Management, Finance, Wealth, IRAs, Fixed Annuities, Risk Management, Series 6, Personal Finance, Long Term Care Insurance, Life Insurance, Equities, Uniform Combined State..., Financial Planning
Education
Nova Southeastern University 2000 — 2004
Doctor of Education (Ed.D.) - All but Dissertation, Organizational Leadership
University of Phoenix 1998 — 2000
Master of Arts (M.A.), Educational Administration
Muskingum College 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Marshall University 1988 — 1991
The Mutual Fund Store October 2011 - Present
Skills
Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Financial Goals, Saving for Education, Income Tax, Financial Education, Series 7, Strategic Financial..., Investments, Mutual Funds, Uniform Combined State..., Insurance, Finance, Wealth Management, Financial Services, Investment Advisory, Retirement, Securities, 401k, Investment Strategies, Banking, Financial Planning
Education
College for Financial Planning 2012 — 2012
Chartered Mutual Fund Counselor
Loyola University Chicago 1989 — 1993
BA, Political Science
Coventry June 2015 - Present
West Norriton Autowash and Detail Center January 2009 - January 2015
The Mutual Fund Store May 2014 - August 2014
Skills
Oral & Written..., Dependable Team Player, Customer Satisfaction, Customer Retention, People-oriented, Leadership, Teamwork, Social Media, Finance, Mutual Funds, Data Analysis, Communication
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance and Business Information Systems, 3.6
Bond University 2013 — 2013
TEAN Study Abroad Program
The Mutual Fund Store July 2013 - Present
TD Ameritrade March 2007 - July 2013
AXA Equitable May 2005 - February 2007
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 63, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Retirement, 401k, Alternative Investments, FINRA, Financial Advisory, IRAs, Securities, Series 24, Series 65, Uniform Combined State..., Wealth Management..., Asset Management, Financial Planning, Financial Services
Education
Sam Houston State University 2002 — 2004
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store 2014 - Present
The Mutual Fund Store 2005 - 2014
Skills
Investment Advisory..., Retirement Planning, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Investment Management, IRAs, 401k Rollovers, Trading, Notary Public
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.)
College for Financial Planning
Chartered Mutual Fund Counselor
The Mutual Fund Store October 2012 - Present
TD Ameritrade/Investools January 2011 - September 2012
TD Ameritrade/Investools March 2010 - January 2011
Investools May 2006 - March 2010
Investools March 2005 - May 2006
American Trans Air May 1992 - September 2004
Skills
Analytics, Instructional Design, Executive Management, Public Speaking, Program Management, Strategic Planning, Product Management, Investments, Technical Analysis, Options, Series 7, Trading, Project Management, Management, Cross-functional Team..., Series 63, New Business Development, Financial Modeling, Coaching, Mutual Funds, Financial Markets, Risk Management, Strategy, Equities, Portfolio Management, Product Development, Securities, Team Building, Leadership, Financial Services
Education
Daniel Webster College 1988 — 1989
Aviation/Airway Management and Operations
The Mutual Fund Store August 2007 - Present
Skills
Mutual Funds, Financial Planning, Portfolio Management, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Securities, Asset Management, 401k, Financial Advisory, Investment Strategies
Education
Ohio University 1985 — 1989
BSC
The Mutual Fund Store® February 2006 - Present
WorthMark Financial December 2003 - August 2005
ING/Washington Square Securities August 1997 - December 2003
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Series 7, Retirement, Portfolio Management, Asset Management, Financial Advisory, Series 66, Financial Services, Investment Strategies, IRAs, Investment Management, Wealth Management..., 401k, ETFs, Series 65, High Net Worth..., Securities
Education
St. John's University 1987 — 1992
Bachelor of Arts (BA)
The Mutual Fund Store February 2013 - Present
Smart401k September 2010 - February 2013
Smart401k February 2006 - September 2010
Skills
Investments, 401k, Product Development, Compliance, Mutual Funds, Retirement, Financial Services, Portfolio Management, Retirement Planning, Project Management, Securities, Investment Strategies, Asset Allocation
Education
Missouri State University 2001 — 2004
BS, Insurance and Risk Management
The Mutual Fund Store January 2015 - Present
Spring Oak Properties and Vivitas, LLC. August 2011 - Present
Lakewood Restaurant Committee May 2010 - Present
Gragg Advertising October 2013 - January 2015
Gragg Advertising October 2013 - November 2014
USIS March 2013 - September 2013
National Highway Traffic Safety Administration August 2012 - March 2013
Skills
Market Research, Social Media Marketing, Marketing Research, Microsoft Excel, Advertising, Marketing Communications, Marketing Strategy, Entrepreneurship, Business Planning, Microsoft Office, Email Marketing, Bookkeeping, People-oriented, Consumer Behaviour, Marketing Plan Creation, Event Management, Online Advertising, Execution of Business..., Organization, Real Estate Marketing, Multi Tasking, Collateral, Brand Awareness, Event Planning, Segmentation, Trade Shows, Microsoft Word, Market Planning, Brand Loyalty, Consumer, Database Marketing, Strategic Planning, Presentations, Creativity, Customer Service, Lead Generation, Public Speaking, Meet Deadlines, B2B Marketing, Auditing, Listener, Fast Learner, Creative, Business Plan..., Consumer Behavior, Thrive on deadlines, Professional..., Search Engine..., Google Analytics, Pay Per Click
Education
university of kansas city - missouri 2011 — 2012
B.B.A., Marketing
Metropolitan Community College-Penn Valley 2009 — 2011
Associates Of Arts, Business
The Mutual Fund Store May 2008 - Present
VALIC July 2006 - May 2008
Communication Management, Inc January 2004 - July 2006
Skills
Retirement Planning, Financial Planning, Mutual Funds, Retirement, Investment Management, Wealth Management, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Securities, Investments, ETFs, Alternative Investments
Education
University of South Carolina-Columbia
Bachelor of Arts (BA)
Florida State University 2012 — 2014
Certificate in Financial Planning
The Mutual Fund Store 2006 - Present
Charles Schwab 2000 - 2005
Morgan Stanley 1999 - 2000
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory
Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications
Brother Martin High School
The Mutual Fund Store January 2006 - Present
American Family Securities May 2003 - December 2005
American Family Insurance August 2000 - December 2005
American Family Insurance November 1998 - July 2000
State Farm June 1997 - October 1998
State Farm June 1994 - May 1997
Skills
CMFC-Chartered Mutual..., Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investment Management, Financial Services, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Financial Advisory, Estate Planning, Investments, High Net Worth..., Wealth, Portfolio Management, Securities, 401k, Retirement, Wealth Accumulation, Finance, Fixed Income, Financial Markets, Trading, IRAs, Series 63, 401k Rollovers, Wealth Management...
Education
Texas Wesleyan University
BBA, Marketing & Finance
New York Life Insurance Company September 2014 - Present
NYLIFE Securities, LLC September 2014 - Present
The Mutual Fund Store October 2007 - December 2013
Charles Schwab May 2000 - May 2007
Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...
Education
Canisius College
Bishop Timon High School 1988 — 1992
High School
Medxcel Facilities October 2014 - Present
The Mutual Fund Store February 2012 - October 2014
Prydes Old Westport January 2004 - October 2014
Benefits By Design Inc May 2010 - September 2011
Stutesman, Inc. dba "Dining N" June 2001 - May 2010
Stutesman, Inc June 1998 - January 2001
Payless Cashways 2001 - 2001
Payless Cashways 1996 - 1998
Skills
Marketing Communications, Marketing, Customer Service, Public Relations, Strategic Planning, Outlook, Small Business, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Event Planning, Retail, Merchandising, Management, Budgets
Education
United States Personal Chef Association 2001 — 2001
Food and Food Management
Ball State University - College of Business 1978 — 1982
Bachelor of Science (BS), Marketing
South Newton High School 1976 — 1978
CARSTAR April 2011 - Present
Sirva Global Mobility Services 2008 - April 2011
The Mutual Fund Store 2007 - 2008
H&R Block 2002 - 2007
H&R Block 1999 - 2002
Foote, Cone & Belding 1989 - 1999
Skills
Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Business Strategy, New Business Development, Leadership, Marketing, Mergers & Acquisitions, Strategy, Business Planning, Business Development, Budgets, Strategic Partnerships, Start-ups
Education
Eisenhower High School
Michigan State University
The Mutual Fund Store August 2006 - Present
State Farm Financial Services April 2003 - May 2006
Merrill Lynch April 1998 - October 2002
Education
James Madison University 1992 — 1996
BBA, Finance
The Mutual Fund Store July 2007 - Present
UMB June 2003 - June 2007
TRM Corporation 1997 - 2003
CNBS, Inc. 1993 - 1997
Merrill Lynch 1991 - 1993
Slawson Oil 1984 - 1986
Skills
401k, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Sales, Sales Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Team Building, IRAs
Education
Kansas State University 1978 — 1982
BS, Accounting/Finance
ITG August 2014 - Present
Banca IMI Securities January 2014 - Present
The Mutual Fund Store January 2013 - Present
Pierpont Securities September 2012 - Present
The Mutual Fund Store January 2013 - January 2013
Cortview Capital Holdings Inc July 2011 - September 2012
MarketAxess September 2006 - July 2011
Bear Stearns February 2001 - January 2006
JP Morgan July 1982 - February 2001
Skills
Investment Banking, Structured Finance, Trading, Credit, Restructuring, Hedge Funds, Bonds, Derivatives, Electronic Trading, Securities, Real Estate, Bloomberg, Asset Management, Securities Lending, Strategy, Capital Markets
Education
Amherst College 1978 — 1982
BA, Economics
iModules Software January 2015 - Present
The Mutual Fund Store August 2013 - January 2015
Nueterra September 2012 - August 2013
Saint Lukes Health System November 2011 - September 2012
Diagnostic Imaging Centers P.A 2007 - November 2010
Heartland Spine and Specialty Hospital 2003 - 2007
Skills
Disaster Recovery, VMware, Network Security, Security, Virtualization, Network Administration, Software Documentation, Information Technology, Telecommunications, Leadership, Management, Networking, CRM, Business Intelligence, Strategic Planning
Education
Webster University 2004 — 2006
Master of Arts, Business and Organizational Security Management
DeVry University
Bachelors of Science, Telecommunications Management
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
The Mutual Fund Store May 2014 - Present
BNY Mellon December 2012 - May 2014
Wells Fargo Advisors November 2010 - July 2012
UBS September 2000 - November 2010
Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management
Education
CUNY Bronx Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
NP Dodge Real Estate June 2014 - Present
The Mutual Fund Store 2002 - 2015
CBSHOME Real Estate November 2011 - June 2014
The Mutual Fund Store October 2002 - October 2011
The French Cafe May 2005 - June 2006
American Century Investments May 1995 - January 2002
Hanover Insurance Group 1992 - 1995
Skills
Investments, Relocation, Sellers, Negotiation, Real Estate, First Time Home Buyers, Client Representation, New Home Sales, Residential Homes, Short Sales, Condos, Foreclosures, Sales
Education
Metropolitan Community College 2002 — 2005
Culinary Arts, Baking
Kansas State University 1986 — 1990
B.S. Business Administration, Marketing
Welington High School 1982 — 1986
The Mutual Fund Store 2015 - Present
Hallmark Cards January 2014 - Present
Hallmark Cards July 2011 - Present
Bayer HealthCare May 2010 - July 2011
the Sunflower Group March 2008 - May 2010
the Sunflower Group April 2006 - March 2008
PlattForm Advertising January 2005 - April 2006
PlattForm Advertising August 2004 - January 2005
Skills
Retail, Brand Management
Education
The University of Kansas 2000 — 2004
Journalism, Advertising and Strategic Communications
The Mutual Fund Store January 2013 - Present
KeyCorp April 2011 - March 2012
Merrill Lynch September 2009 - April 2011
HSBC February 2006 - December 2008
Citi May 2003 - February 2006
American Express Financial Advisors February 2001 - May 2003
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement
Education
Lincoln University 1995 — 2000
Bachelor of Science (BS), Economics
Amherst Highschool
College for Financial Planning
St. Joseph's Collegiate Institute
The American College
The Mutual Fund Store November 2014 - Present
Mutual of America March 2014 - October 2014
PNC February 2012 - February 2014
Skills
Microsoft Office, Management, Sales, Leadership
Education
Kent State University
Bachelor of Finance, Business Finance
The Mutual Fund Store November 2012 - Present
Charles Schwab April 2010 - November 2012
Smith Business Group June 2003 - November 2012
Northwestern Mutual December 2006 - October 2007
CedarCreek Church June 1994 - July 2003
Dana Commercial Credit June 1999 - July 2000
Skills
Series 7, Series 63, Series 66, Sales, Territory..., Customer Service, Teamwork, Self-driven, Building Relationships, Self-starter, Strong Work Ethic, Multi-tasking Skills, Close Attention to..., Financial Software..., Investment Strategies, Investments, Financial Advisory, Mutual Funds, Estate Planning, Uniform Combined State..., Wealth Management, Portfolio Management, Securities, Investment Advisory, Asset Allocation, Public Speaking, Retirement Planning
Education
Bowling Green State University 1990 — 1994
Bachelor of Arts (B.A.), Sociology with a minor in Political Science
Advent Software August 2011 - Present
The Mutual Fund Store September 2010 - August 2011
Nexus Financial Management, LLC January 2006 - September 2009
Merrill Lynch Financial Advisory Center February 2001 - November 2005
Merrill Lynch Financial Advisory Center January 2000 - February 2001
Merrill Lynch FDS May 1997 - January 2000
Skills
Investments, Software Implementation, Management, Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation, Project Management, Leadership, Alternative Investments, Equities, Financial Services, Wealth Management, Business Development, Investment Advisory, Managing Employees, Developing Client..., Salesforce.com, Financial Analysis
Education
University of Central Florida
Bachelor's Degree, Finance
Palm Beach Community College
Associates
Prvate Equity October 2012 - Present
SafeDefend 2014 - 2015
The Mutual Fund Store June 2000 - June 2012
American Century Investments 1992 - 2000
AT&T (Southwestern Bell) 1979 - 2000
Skills
Asset Managment, Management, Investment Advisory, Asset Allocation, Equities, Leadership, Series 65, Marketing Strategy, 401k, Mutual Funds, Process Improvement, Wealth Management, Investments, Investment Strategies, Series 7, ETFs, Business Analysis, FINRA, Finance, Trading, Strategy, Executive Management, Mergers & Acquisitions, Financial Modeling, Fund Of Funds, Start-ups, Forecasting, Uniform Combined State..., Series 24, High Net Worth..., Personal Financial..., Capital Markets, Defined Benefit, Due Diligence, Variable Annuities, Pensions, Equity Research, Business Process..., Financial Planners, Asset Management, Financial Planning
Education
Ottawa University
BA Business, Business/Human Resources
Prometheus Real Estate Group 2012 - Present
The Mutual Fund Store January 2009 - January 2012
Symantec 2012 - 2012
Sprint April 2007 - January 2008
Sprint September 2006 - January 2008
Barkley 2008 - 2008
H&R Block December 2000 - April 2002
Shop Talk April 2000 - December 2000
Consulate General of Japan 1998 - 1999
Skills
CSS, XHTML, XML, Dreamweaver, HTML 5, JavaScript, Visio, User Interface, AJAX, SQL, User Experience, Web Design, User-centered Design, Web Development, Web Applications, MySQL, C#, Omniture, Flash, Photoshop, User Interface Design, Google Webmaster Tools, HTML5, E-commerce, C#.NET, MS Project, Microsoft Excel, Functional Requirements, Multilingual, Strategic Thinking, Japanese, German, Crisis Management, WAP, HTML emails, CSS3, ExpressionEngine, Vertical Response, HubSpot, Facebook API, Adobe Dynamic Tag..., Adobe Test & Target, Project Management, Adobe Creative Suite, Digital Marketing, Google Maps API
Education
University of Kansas 1996 — 1999
Master's, Applied Linguistics
University of Virginia 1991 — 1995
BA, Linguistics
The Mutual Fund Store April 2007 - August 2009
Eddco Equipment January 2004 - January 2007
American Skandia/Prudential Financial January 2002 - January 2004
Multi-Financial Securities Corporation January 1999 - January 2001
Smith Barney January 1989 - January 1992
Skills
Microsoft Office, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Retirement Planning, Financial Services, Investment Advisory, Retirement, Sales
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Technology Management
Colorado State University 1992 — 1998
Bachelor of Arts (B.A.), Economics
TD Ameritrade January 2014 - Present
The Mutual Fund Store 2012 - 2013
Citigroup 2010 - 2011
HSBC 2007 - 2009
MetLife August 2005 - December 2007
JPMorgan Chase 2001 - 2005
Citigroup 1982 - 2001
Skills
Portfolio Management, Risk Management, Credit Cards, Retirement Planning, Financial Planning, Strategic Financial..., Mutual Funds, Mergers & Acquisitions, Estate Planning, Fixed Income, Financial Services, Series 63, Investment Strategies, Investment Advisory, Investments, Alternative Investments, Finance, Financial Advisory, Securities, Insurance, Wealth Management, Asset Management, Uniform Combined State..., Asset Allocation, Retirement, Financial Planners, Series 7, Investment Management, Separately Managed..., Bonds, Fixed Annuities, FINRA, Options, High Net Worth..., 401k, Pensions, Trading, Equities, Defined Benefit, Wealth Management..., Variable Annuities, Financial Risk, Financial Markets, Credit, Relationship Management, IRAs, ETFs, Series 6, Stocks, Series 65
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
State University of New York at Albany
Bachelor of Science (BS), Business Administration/Marketing
The Mutual Fund Store July 2013 - Present
TD Ameritrade July 2012 - July 2013
TD Ameritrade April 2010 - July 2012
TD Ameritrade June 2009 - April 2010
TD Ameritrade January 2008 - June 2009
TD Ameritrade December 2006 - January 2008
TD Ameritrade September 2004 - December 2006
Charles Schwab March 2000 - September 2004
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Corporate finance
Xavier University 1995 — 1999
BS, Chemistry
The Mutual Fund Store September 2005 - Present
Skills
IRAs, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Finance, Fixed Annuities, Risk Management, Strategic Financial..., FINRA, Securities, Estate Planning, Financial Services, Wealth Accumulation, 401k, Equities, Personal Finance, Bonds, Roth IRA, Alternative Investments, High Net Worth..., Insurance, Retirement, Pensions, Cash Management, Financial Markets, Financial Advisory, Series 7, Options, Investments, Trading
Education
Bowling Green State University 1984 — 1986
Wauseon High School 1980 — 1984
The Mutual Fund Store August 2013 - Present
The Mutual Fund Store February 2011 - July 2013
The Mutual Fund Store March 2010 - January 2011
Thrivent Financial for Lutherans May 2009 - March 2010
Panattoni Securities, Inc. June 2006 - May 2008
A I M Advisors, Inc. February 2004 - April 2006
Andersen Corporate Finance LLC April 2001 - October 2002
Stanford Group Company August 1997 - April 2001
Smith Barney August 1995 - August 1997
Mabon Securities October 1993 - August 1995
Education
St. John's University School of Law 1985 — 1988
JD
Cornell University 1981 — 1985
BA, History
Paul D. Schreiber High School 1978 — 1981
Rocky Point Jr Sr High School 1973 — 1977
The Mutual Fund Store June 2015 - Present
Adknowledge December 2013 - June 2015
Adknowledge January 2013 - December 2013
FreightQuote.com April 2011 - January 2013
Sprint October 2008 - August 2011
Sprint August 2007 - October 2008
Sprint August 2004 - August 2007
Sprint July 2003 - August 2004
Amarr Garage Doors August 1999 - July 2003
Dos Hombres 1997 - 1999
Skills
SQL Server, Teradata, SQL database design, Pricing, Leadership, Access, Telecommunications, Forecasting, Process Improvement, Project Management, Decision Support, Project Planning, Wireless, Call Center, Financial Analysis, Analysis, Strategy
Education
Avila University 2004 — 2006
MBA, Finance
University of Kansas 1998 — 2003
Bachelor of Sceince, Finance
University of Kansas 1997 — 2003
B.G.S, Finance
Amazon Web Services September 2014 - Present
CARSTAR Auto Body Repair Experts April 2014 - September 2014
The Mutual Fund Store November 2007 - December 2013
Accenture Technology Consulting September 1999 - November 2007
Cerner Corporation January 1998 - September 1999
Custom Micro Systems September 1981 - September 1997
Skills
Process Improvement, Business Analysis, IT Strategy, Management, Portfolio Management, Business Process..., CRM, Risk Management, IT Infrastructure..., Enterprise Software, Cloud Computing, Leadership, Management Consulting, Data Center, Outsourcing, SaaS, Consulting, Professional Services, Information Technology, Infrastructure, Vendor Management
Education
California State Polytechnic University-Pomona 1976 — 1980
Bachelor of Science, Computer Science
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Computer Science
The Mutual Fund Store March 2015 - Present
The Mutual Fund Store October 2009 - March 2015
Mega Industries April 2009 - August 2009
Freedom Fire Protection September 2008 - April 2009
Aleritas Capital January 2008 - September 2008
NPC International September 2005 - January 2008
Crescent Heights May 2001 - August 2005
Skills
Financial Services, Financial Reporting, Accounting, Financial Analysis, Account Management, Asset Management, Cost Accounting, Due Diligence, GAAP, Sarbanes-Oxley Act, Mergers, US GAAP, Internal Controls, Financial Audits
Education
Baker University 2007 — 2009
Master of Business Administration (MBA)
Fort Hays State University
Business Management
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
The Mutual Fund Store February 2013 - Present
Education
Rockhurst University 2011 — 2013
Master of Business Administration
Columbia College 2010 — 2010
B.G.S.
The Mutual Fund Store April 2008 - Present
Stepp & Rothwell, Inc June 1997 - June 2002
Skills
Financial Services, Retirement, Microsoft Excel, PowerPoint, Retirement Planning, Management, Strategic Planning, 401k, Process Improvement, Customer Service, Project Management, Access, Insurance
Education
University of Missouri-Kansas City 2000 — 2000
Bachelor of Science
Kansas State University 1993 — 1997
Cushman & Wakefield (Formerly DTZ) March 2015 - Present
MCN Writing November 2002 - Present
C2FO April 2013 - March 2015
Glazer's Distributors January 2008 - February 2013
Gomer's Northland Fine Wines & Spirits August 2006 - January 2008
The Mutual Fund Store April 2005 - May 2006
Skills
Wine Tasting, Account Management, Food & Beverage, Sales, Wine, Customer Service, Marketing Strategy, Food, Event Management, Marketing, Event Planning, Social Media, Beverage Industry, New Business Development, Advertising, Social Media Marketing, Public Relations, Key Account Management, Alcoholic Beverages, Creative Writing, Research, Editing, Brand Management, Social Networking, Retail
Education
National University of Ireland, Galway 2001 — 2002
Master of Arts, History, Politics, Literature, and Irish Language
The University of Kansas 1996 — 1999
Bachelor's degree, English Creative Writing
Citi November 2012 - Present
Citi September 2009 - October 2012
The Mutual Fund Store January 2009 - September 2009
American Century Investments 2004 - 2008
University of Kansas Medical Center 2002 - 2004
Skills
Microsoft Office, Hyperion Enterprise, Crystal Reports, Financial Reporting, PeopleSoft, Forecasting, Budgets, Process Improvement, Strategic Financial..., Visio, Account Reconciliation, Financial Modeling, General Ledger, Access, Business Analysis, Managerial Finance, Microsoft Excel, Payroll, Accounting, Finance, Risk Management, Internal Controls
Education
University of Missouri-Kansas City 2003 — 2004
MBA, Finance
Emporia State University 2000 — 2002
Bachelors of Science, Accounting
Basehor Linwood High School
The Mutual Fund Store March 2006 - Present
TD Ameritrade March 2002 - March 2006
Skills
Investment Management, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Investment Advisory, Retirement Plan..., Investments, Bonds, Risk Management, Financial Services, Fixed Annuities, Asset Allocation, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Trading, Portfolio Management, Roth IRA, Strategic Financial..., Equities, Personal Finance, Finance, Options, Personal Financial..., High Net Worth..., ETFs, Modern Portfolio Theory, Series 7, 401k, IRAs, Retirement Planning, Financial Planning
Education
Kent State University 1992 — 1996
BBA, Finance
The Mutual Fund Store March 2002 - Present
American Century Investments April 1992 - February 2002
Skills
Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Investment Strategies, Asset Management, Wealth Management, Investment Management, Strategic Financial..., Personal Finance, High Net Worth..., FINRA, Fixed Income, Alternative Investments, Finance, Wealth Accumulation, Financial Services, Wealth, 401k Rollovers, ETFs, Life Insurance, Relationship Management, Retirement Planning, Trading, Roth IRA, Personal Financial..., 401k, Variable Annuities, Wealth Management..., Financial Advisory, Series 63, Securities, Portfolio Management, Series 65, IRAs
Education
Institute of Business & Finance 2008 — 2009
CFS, Certified Fund Specialist Designation
University of Missouri-Kansas City 1999 — 2000
Certificate in Financial Planning, Finance
Kansas State University 1986 — 1990
B.S., Business
Ellsworth High School 1982 — 1986
The Mutual Fund Store October 2009 - Present
S&S Books, LLC March 2013 - Present
Trilogy Financial Services April 2009 - October 2009
Oppenheimer Funds Inc 2006 - 2009
Wal-Mart September 2001 - December 2006
Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory
Education
Metropolitan State University of Denver 2008 — 2012
Mile High Adventist Academy 1984 — 2006
RJ Capital Investment Advisors March 2012 - Present
Merrill Lynch September 2010 - March 2012
The Mutual Fund Store April 2009 - October 2010
Stanford Capital Management June 2008 - February 2009
Arrowhead Asset Management January 2002 - June 2008
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Asset Allocation, Asset Managment, Equities, Financial Advisory, Portfolio Management, Securities, Asset Management, Strategic Financial...
Education
Texas State University-San Marcos 1998 — 2002
BBA, Finance
The Mutual Fund Store October 2007 - Present
Penn Securities/National Penn Bank November 1995 - October 2005
Skills
Retirement Planning, Mutual Funds, Series 63, FINRA, Investments, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Finance, Wealth Management, Financial Services, IRAs, Fixed Income, 401k, Retirement, Wealth Accumulation, Personal Finance, Wealth Management..., Financial Markets, Investment Strategies, Trading
Education
The University of Connecticut School of Business 1989 — 1994
MBA, Finance & Marketing
University of Rochester 1978 — 1982
BA, English & Political Science
Scottrade October 2013 - Present
Clean-Tech Company December 2012 - October 2013
Fidelity Investments August 2011 - November 2012
The Mutual Fund Store April 2011 - August 2011
T. Rowe Price August 2010 - April 2011
T. Rowe Price March 2007 - July 2010
Housing & Building Association of Colorado Springs September 2006 - March 2007
Scott Stewart, DDS August 2004 - August 2005
Skills
Investments, IRAs, Series 6, Series 7, Uniform Combined State..., Series 63, 401k, Mutual Funds, Retirement, Recruiting, Human Resources, Finance, Fixed Income, Retirement Planning, Wealth Management, Investment Strategies, Pensions, Investment Advisory, ERISA, Employee Benefits, Customer Service, Investment Management, Securities, Insurance, Personal Finance, Interviews, Asset Allocation, Options, Defined Benefit, Retirement Savings, Disability Insurance, ETFs, Financial Advisory, Small Business, FINRA, Financial Services, 529 Plans, Relationship Management, Equities, Administration, Brokerage, Financial Modeling, Risk Management, Portfolio Management
Education
University of Northern Colorado 2005 — 2009
Clinical Professional Counseling
John Brown University 1999 — 2003
Bachelor of Science, Family and Human Services/Psychology
MaritzCX February 2014 - Present
Medallia, Inc. December 2012 - July 2013
Medallia, Inc. August 2010 - December 2012
The North Central Texas Council of Governments June 2008 - August 2010
National Governors Association Center October 2007 - May 2008
The George Washington Institute of Public Policy October 2006 - May 2008
The Mutual Fund Store August 2005 - August 2006
Office of the Mayor, New Orleans September 2004 - June 2005
Skills
Research, Policy Analysis, Project Management, Strategic Planning, Grants, Statistics, Qualitative Research, Economic Development, SPSS, Public Policy, Analysis, Data Analysis, SAS, Government, Stata, Customer Service, Customer Satisfaction, Customer Insight, Customer Oriented, Customer Analysis, Customer Support, Statistical Modeling, Statistical Sampling, Statistical Software, Statistical Tools, Statistical Computing, Quantitative Analytics, Quantitative Research, Program Evaluation, Leadership, Survey Design, XML, Java, JavaScript, ArcGIS, Data Mining
Education
The George Washington University 2006 — 2008
MPP, Urban Policy
Tulane University 2000 — 2004
BS, Economics/Mathematics
The Mutual Fund Store 2010 - Present
California Casualty Management Company 2010 - 2010
First National Bank of Omaha 2008 - 2010
First National Bank of Omaha 2006 - 2008
First National Bank of Omaha 2005 - 2006
First National Bank of Omaha 2004 - 2005
Skills
Financial Services, Insurance, Customer Service, Process Improvement, Management, Microsoft Excel, Sales Operations, Human Resources, Sales, Business Analysis, Account Management
Education
MidAmerica Nazarene University 2006 — 2007
BA, Management and Human Relations
Emporia State University 2002 — 2004
Barton County Community College 2000 — 2002
The Mutual Fund Store November 2013 - Present
Freightquote.com 2011 - 2013
Shook, Hardy & Bacon 2008 - 2011
Sprint 2002 - 2008
Skills
Financial Analysis, Financial Reporting, Budgets, Accounting, Forecasting, Strategic Financial..., General Ledger, Microsoft Excel, Process Improvement, Financial Accounting, Analysis, Microsoft Office, Microsoft Word, Outlook, Finance, Strategic Planning, Financial Modeling
Education
University of Kansas - Graduate School of Business 2002 — 2005
MBA, business
MidAmerica Nazarene University
Bachelor, Accounting
Parkland Management Company July 2015 - Present
The Mutual Fund Store April 2012 - March 2015
The Lipson Group, Inc. September 2002 - November 2010
Sterling (Division of National City Bank) August 1999 - October 2001
Clifton Gunderson LLP September 1998 - July 1999
Kimball E. Rubin & Associates November 1996 - August 1998
Nash & Nash Attorneys at Law May 1995 - October 1996
Ernst & Young LLP May 1991 - April 1995
Skills
Asset Allocation, High Net Worth..., Estate Tax Planning, Tax, Estate Planning, Finance, Investments, Client Service Oriented, client service manager, Office Management, Office Administration, Accounting, Key Account Management, Tax Preparation, Income Tax, Wealth Management
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Law
Indiana University Bloomington 1985 — 1989
BS, Accounting
New Mexico State University June 2007 - February 2014
New Mexico State University February 2006 - May 2007
The Mutual Fund Store June 2005 - February 2006
Skills
Student Development, Higher Education, SurveyMonkey, Microsoft Office, SharePoint, Strategic Planning, Fact Sheets
Education
New Mexico State University 2009 — 2011
Bachelor of Arts, Sociology
The Mutual Fund Store 2013 - Present
MML Investor Services 2011 - 2013
Merrill Lynch 2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company 1996 - 2008
Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...
Education
Siena College 1987 — 1991
BA, Economics
The Mutual Fund Store December 2012 - Present
Merrill Lynch January 2011 - 2012
Law Office of Barry H. Phillips 1990 - 2010
New York State Senate January 1990 - December 1990
Nassau County Legal Aid Society 1986 - 1989
Skills
Public Speaking, Investment Advisory..., Estate Planning, Retirement Planning, Insurance, Investments, Securities, Financial Advisory, Life Insurance, Series 7
Education
Touro College Jacob D. Fuchsberg Law Center 1983 — 1986
Juris Doctor, Law
Binghamton University 1978 — 1980
Bachelor of Arts, Political Science
Abbott July 2014 - Present
Hospira April 2014 - July 2014
Baxter Healthcare September 2013 - December 2013
The Mutual Fund Store March 2010 - July 2013
Skills
Portfolio Management, Equities, Wealth Management, ETFs, Retirement Planning, Segmentation, Series 65, Asset Managment, Retirement, Series 63, Investment Strategies, Insurance, Investment Management, 401k, Asset Management, Asset Allocation, Series 7, Securities, Options, Investment Advisory, Financial Services, Project Management, Training, Microsoft Excel, Management
Education
Oakton Community College 1980 — 1989
n/a, Business Administration and Management, General
Hinsdale South 1973 — 1976
Vectrus May 2015 - Present
NEXT Financial Group, Inc. November 2013 - April 2015
Harris County Sheriff's Office October 2012 - November 2013
Advance America April 2010 - September 2012
The Mutual Fund Store August 2007 - October 2009
Venturi Partners December 2006 - May 2007
InvescoAim Management Group, Inc January 2000 - September 2006
Bank of America May 1997 - January 2000
Skills
Customer Relations, Customer Service, Retail, Mutual Funds, Microsoft Office, Word, Research, Problem Solving, Call Center, Client Retention, Marketing, Microsoft Word, Banking, Management, Analysis, Customer Retention, Payroll, Accounting, Team Building, Call Centers, Leadership, CRM, Risk Management, Sales
Education
Dillard University 1989 — 1992
Criminal Justice and Corrections
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
The Mutual Fund Store April 2012 - Present
US Central Bridge December 2007 - April 2012
Rydex Investments 2005 - 2007
Skills
Asset Management, Banking, Customer Service, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, Risk Management, Securities
Education
Hiawatha High School
Pittsburg State University
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store May 2015 - Present
Eileen M Burkhart & Co LLC August 2012 - June 2013
UBS 2007 - 2009
KeyBank/McDonald Investments 1993 - 2009
Skills
Investments, Budgets, Strategic Financial..., Management, Finance, Human Resources, Employee Benefits, Business Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Portfolio Management, Banking, Risk Management, Asset Management, Recruiting
Education
The University of Akron 1985 — 1989
Bachelor of Business Administration, Finance
Lake Catholic High School 1981 — 1985
Metcalf Bank 2002 - December 2013
Robert Half Finance & Accounting 2001 - 2002
The Mutual Fund Store 1999 - 2001
Investor's Fiduciary Trust Company N/K/A State Street 1998 - 1999
Skills
Customer-focused Service, Consumer Lending, Home Equity Loans, Home Equity Lines of..., Car Loans, Cash Reserve Line of..., Microsoft Office, Banking Software, Decision Pro Lending..., Insurance Claims on..., Cross Selling, Organization, Customer Communication, Commitment to Quality, Commitment to Customer..., Spreadsheets, Financial Accounting, Account Management, Collections, Consumer Loan..., Consumer Loan..., Financial Analysis, Operational Efficiency, Centerpiece Financial..., Loans, Underwriting, Customer Service, Portfolio Management
Education
Kansas State University 1993 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
The Mutual Fund Store April 2015 - Present
NISA Investment Advisors, L.L.C. October 2013 - April 2015
Waddell & Reed January 2012 - October 2013
Scout Investments / UMB January 2006 - October 2011
UMB Bank May 2000 - February 2004
DST Systems June 1996 - April 2000
Skills
Securities, OFAC, AML, Mutual Funds, Securities Regulation, Investment Advisory, Hedge Funds, Compliance Training, Investments, Equities, Series 6, Financial Risk, USA PATRIOT Act, Investment Advisory..., RIA, Code of Ethics, Risk Assessment
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Accounting and Financial Management, Accounting with a Fraud Emphasis
UMKC
Bachelor of Science (B.S.), Accounting
The Mutual Fund Store March 2007 - Present
Skills
Investment Advisory, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Investment Strategies, FINRA, Wealth Management, Financial Advisory, RIA, 401k Rollovers, 401k, Retirement
Education
University of West Florida - College of Business 1988 — 1990
Bachelor of Arts (B.A.), Economics
St. Petersburg College 1986 — 1988
Associate of Arts (A.A.), Business
The Mutual Fund Store March 2015 - Present
SHCapital Management, LLC January 2011 - December 2014
HSBC Securities 2007 - 2011
Bank of America 2005 - 2007
Wachovia Securities 2003 - 2005
Quick & Reilly 1998 - 2002
Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
The American College 2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3