Transamerica Financial Advisors

Industry: Company

Description

Founded: 1967 Parent organization: Aegon N.V.

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Transamerica Financial Advisors Employees

Employee
Years
Job
Industry
Victoria Ewing Victoria Ewing Edgewater, Maryland Details
Victoria Ewing's Transamerica Financial Advisors Experience June 2011 - May 2012
Job Certified Personal Trainer at Kicked Up Fitness
Industry Financial Services
Experience
Kicked Up Fitness   July 2014 - Present
Compel Fitness, LLC  January 2013 - May 2014
Ameriprise Financial Services, Inc.   October 2012 - January 2014
Transamerica Financial Advisors   June 2011 - May 2012
Prom Runway Inc   January 2009 - June 2011
Mary's Designer Bridal Boutique   January 2009 - May 2011
T.G.I. Friday's   March 2009 - January 2010
Strategic Analysis, Inc  May 2007 - June 2008
Outback Steakhouse  September 2006 - June 2007
Chili's Bar and Grill  September 2003 - September 2006

Skills
Typing, Writing Skills, Customer Service, Facebook, Social Networking, Time Management, Social Media, Teamwork, Blogging, Photoshop, Budgets, Event Planning, Outlook, PowerPoint, Microsoft Word, Sales, Team Building

Education
NCCPT   2013 — 2014
Personal Training Certification

Anne Arundel Community College   2007 — 2009
A.A, Film Analysis/Multimedia

Bowie High School   2002 — 2006
High School Diploma

Cris Mabon Cris Mabon Colorado Springs, Colorado Area Details
Cris Mabon's Transamerica Financial Advisors Experience April 2011 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors   April 2011 - Present
T. Rowe Price  January 2004 - September 2010

Skills
Presenter, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Investment Management, Retirement, Financial Services, Equities, Fixed Income, Financial Advisory, Investment Advisory, Investment Strategies, Portfolio Management, Asset Management, Bonds, Alternative Investments, Life Insurance, Investments, Securities, Risk Management, Series 63, Pensions, Finance, 401k, Estate Planning, Options, Relationship Management, Uniform Combined State..., Financial Planners, FINRA, Fixed Annuities, Series 6, Long-term Care, IRAs

Education
Indiana University Bloomington
Bachelor of Science, Business

Pat McArdle Pat McArdle Greater Atlanta Area Details
Pat McArdle's Transamerica Financial Advisors Experience January 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 2012 - Present
World Financial Group  September 1995 - Present

Education
The University of Akron   1962 — 1968
Bachelor's Degree, Business

Joe Clark - LION Joe Clark - LION Greater Denver Area Details
Joe Clark - LION's Transamerica Financial Advisors Experience August 2005 - Present
Job Author of "Medicare Primer"
Industry Financial Services
Experience
Transamerica Financial Advisors   August 2005 - Present
MedicarePrimer.com   2005 - Present
Health Choice One  September 2007 - August 2009
Clark & Associates  1977 - 1995
Texas Department of Public Safety  April 1963 - November 1977

Skills
Retirement, Medicare, Employee Benefits, Long-term Care, Term Life Insurance, Disability Insurance, Financial Planners, Investments, Retirement Planning, Life Insurance, 401k, Critical Illness, Healthcare, Financial Advisory, Accident, Health Savings Accounts, General Insurance, Umbrella Insurance, Health Policy, Underwriting, Wealth Accumulation, Securities, Investment Strategies, Benefits Administration, Homeowners, Author of, Medicare Primer, Medicare 101, Dental, Annuities

Education
Texas DPS Academy   1964 — 1977
Supervisor, Supervisor

University of Houston   1967 — 1975
Bachelors, Personnel Management

University of Texas at Tyler   1967 — 1970
Associates, Criminal Justice

Texas DPS Academy   1964 — 1964
Police, Law Enforcement & Accident Investigation

Draughn's   1958 — 1959
Drafting, Drafting

Irving High School   1954 — 1958
Diploma, English

Natasha Martinez Natasha Martinez Brooklyn, New York Details
Natasha Martinez's Transamerica Financial Advisors Experience September 2012 - Present
Job Investment Advisor Representative at Branch Office of Transamerica Financial Advisors at Transamerica Financial Advisors
Industry Insurance
Experience
Transamerica Financial Advisors   September 2012 - Present
Transamerica  September 2012 - Present
Keller Williams Real Estate  August 2005 - December 2007
Foxtons  2003 - 2004

Skills
Executive Benefit..., Equity Indexed Annuities, Variable Products, Variable Life, Indexed Annuities, Roth IRA, Long Term Care Insurance, Insurance Agency..., IRAs, Fixed Annuities, Simple IRA, Variable Annuities, Permanent Life Insurance, Voluntary Employee..., Guaranteed Lifetime..., Disability Insurance, 403 b, Term Life Insurance

Education
Kingsborough Community College   2010 — 2012
Associate of Science (A.S.), Community Awareness

Oscar Palomera Oscar Palomera Los Angeles, California Details
Oscar Palomera's Transamerica Financial Advisors Experience March 2015 - Present
Job Business Management Professional
Industry Business Supplies and Equipment
Experience
Transamerica financial advisors   March 2015 - Present
The Mattress Spot   January 2014 - December 2014

Skills
Sales Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Bookkeeping, Management, Life Insurance, Financial Modeling, Revenue Forecasting

Education
California State University-Dominguez Hills   2012 — 2014
Bachelor's Degree, Finance, General, 3.45

Judy (Stutzman) Kanagy Judy (Stutzman) Kanagy Colorado Springs, Colorado Details
Judy (Stutzman) Kanagy's Transamerica Financial Advisors Experience January 2014 - August 2014
Job Gifts & Records Supervisor at Colorado College
Industry Consumer Services
Experience
Colorado College  July 2014 - Present
Kanagy Lawnscapes, Inc.   May 1992 - Present
Transamerica Financial Advisors   January 2014 - August 2014
WAY Media, Inc.   November 2009 - July 2014

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Creative Writing, Business Planning, Licensed Life & Health..., Employee Training, Bookkeeping, Office Management, QuickBooks, Quicken, Adobe Acrobat, Payroll, Accounts Receivable

Education
Illinois State University   1982 — 1983
Master of Science (MS), Physical Education & Athletic Administration

Bluffton University   1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General

Bluffton University   1977 — 1981
Bachelor of Arts (B.A.), Health and Physical Education/Fitness

Landon Yoshida, CRPC® Landon Yoshida, CRPC® Irvine, California Details
Landon Yoshida, CRPC®'s Transamerica Financial Advisors Experience March 1999 - December 2004
Job Wealth Manager at Apriem Advisors
Industry Investment Management
Experience
Apriem Advisors   June 2011 - Present
Merrill Lynch  December 2004 - May 2011
Transamerica Financial Advisors   March 1999 - December 2004

Education
University of Southern California   1996 — 2000
BS, Public Policy and Management

Punahou School   1990 — 1996

College for Financial Planning
CRPC®

Tim Moreno Tim Moreno Encino, California Details
Tim Moreno's Transamerica Financial Advisors Experience August 2011 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   August 2011 - Present
Bank of America  October 2010 - August 2011

Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Wealth Management

Education
University of California, Riverside   2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General

Andrea Randazzo Andrea Randazzo Greater Denver Area Details
Andrea Randazzo's Transamerica Financial Advisors Experience December 2011 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors   December 2011 - Present
Education Management Corporation  July 2009 - August 2011

Skills
Sales Management, Customer Focus, Public Speaking, Culinary, Customer Relations, Social Media Marketing, Writing, Research, Strategic Planning, Culinary Skills, Customer Service, Marketing, Leadership Development, Sales, Event Planning, Process Improvement, Catering, Social Networking, Event Management, Leadership, Public Relations

Education
Cook Street School of Fine Cooking   2006 — 2006
Food and Wine Career Program, Culinary Arts/Chef Training

California State Polytechnic University-Pomona   2002 — 2004
BA, Psychology

Greg Hettmansberger Greg Hettmansberger Madison, Wisconsin Area Details
Greg Hettmansberger's Transamerica Financial Advisors Experience May 2007 - October 2012
Job Columnist/blogger for Madison Magazine
Industry Writing and Editing
Experience
New Mexico Symphonic Chorus   June 2013 - Present
Madison Magazine  August 2011 - Present
Christian Business Directory   January 2011 - Present
Santa Fe Chamber Music Festival  February 1996 - Present
Freelance writing  1988 - Present
Transamerica Financial Advisors   May 2007 - October 2012

Skills
Blogging, Editing, Proofreading, Copy Editing, Journalism, Copywriting, Press Releases, Ap Style, Feature Articles, Magazines, Newsletters, Public Relations, Creative Writing, Publishing, Media Relations, Storytelling, Publicity, Public Speaking, Social Networking, Content Management, Fundraising, Marketing, Interviews, Music, Books, Facebook, Writing, Newspapers, Editorial, Entertainment

Education
New England Conservatory of Music   1977 — 1979
Master of Music, Performance, clarinet

SUNY Potsdam   1973 — 1977
Bachelor of Music Education, Music Teacher, K-12

Carlos Sisniega-Enriquez Carlos Sisniega-Enriquez El Paso, Texas Area Details
Carlos Sisniega-Enriquez's Transamerica Financial Advisors Experience 2003 - 2011
Job Registered Representative Investors Capital Corporation
Industry Financial Services
Experience
Investors Capital Corporation, a full service independent Broker/Dealer   April 2011 - Present
Integral Financial Services Inc.   2001 - Present
Independent Planners Group  January 2014 - Present
Simply Financial  2006 - 2013
Transamerica Financial Advisors   2003 - 2011

Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Financial Advisory, Series 7, Investment Advisory, Strategic Financial..., Risk Management, Financial Analysis, Securities, Retirement, Investments, Series 63, Mutual Funds, Valuation, FINRA, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies, Alternative Investments

Education
IPADE   1991 — 1992
D-1, Direccion de Empresa

The University of Texas at El Paso   1979 — 1981
BBA, Economics & Finance

Jason Beninato Jason Beninato Burbank, Illinois Details
Jason Beninato's Transamerica Financial Advisors Experience October 2002 - Present
Job Agency Owner WFG & Transamerica Financial Advisors/ CFEd at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education  August 2012 - Present
World Financial Group  October 2002 - Present
Transamerica Financial Advisors   October 2002 - Present

Skills
Customer Service, Project Management, Microsoft Office, Marketing, Strategic Planning, New Business Development, Sales, Sales Management, Account Management, Negotiation, Team Building, Insurance

Education
Benedictine University   1999 — 2003
Finance, Business

Reavis H.S.   1995 — 1999

Atsushi Suzuki Atsushi Suzuki Greater Chicago Area Details
Atsushi Suzuki's Transamerica Financial Advisors Experience November 2013 - August 2014
Job MSF, Kellstadt Graduate School of Business at DePaul University
Industry Financial Services
Experience
Transamerica Financial Advisors   November 2013 - August 2014
Arena Football League, LLC/af2, LLC   2003 - 2009
ScheerSports, Inc   2002 - 2002
Marukatsu Setsubi Shokai, Ltd. (Japan)   1998 - 1999

Skills
Corporate Finance, Microsoft Excel, Sports Management, Event..., Microsoft Word, Financial Statement..., Business Valuation, Comparable Analysis, DCF Valuation, Financial Modeling, Capital Budgeting, PowerPoint, Credit Analysis, Option Valuation, Derivatives Pricing, Employment-based..., Sports Marketing, Physical Sciences, Business Development, Marketing, Financial Analysis, Derivatives

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's Degree, Finance

University of South Carolina-Columbia
Bachelor's degree, Sport and Entertainment Management, GPA 3.759

Waseda University
Bachelor's degree, Sports Science

Eric Marzinke Eric Marzinke Greater Chicago Area Details
Eric Marzinke's Transamerica Financial Advisors Experience June 2004 - January 2013
Job Investment Advisor Representative* with ProMark Planners, Inc.
Industry Financial Services
Experience
ProMark Planners, Inc.   January 2013 - Present
ProMark Benefits   July 2004 - Present
Transamerica Financial Advisors   June 2004 - January 2013
AXA Advisors, LLC  August 2000 - June 2004
First National Bank of Sioux Falls   March 1996 - July 2000

Education
College for Financial Planning   2014 — 2017
Financial Planning and Services

Wheaton College   1987 — 1991
BA, Business/Economics

Nicholas Tieri Nicholas Tieri Greater Chicago Area Details
Nicholas Tieri's Transamerica Financial Advisors Experience April 2015 - Present
Job Senior Associate at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   April 2015 - Present
Southern Illinois University  August 2014 - Present
Omega Delta National Fraternity   January 2014 - January 2015

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Team Leadership, OneNote, Event Management, Outlook, Risk Management, Social Media, Project Management, Public Speaking, Customer Service, Event Planning, Time Management

Education
Southern Illinois University, Carbondale   2012 — 2016
Finance and Financial Management Services

Carroll University   2011 — 2012

Evan Hatch Evan Hatch Orem, Utah Details
Evan Hatch's Transamerica Financial Advisors Experience 2009 - 2011
Job Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2014 - Present
SpotterRF  February 2013 - February 2014
Sundance Capital Group   February 2013 - September 2013
Prospect Mortgage, LLC  September 2011 - January 2013
Transamerica Financial Advisors'  2009 - 2011
BYU-Idaho  2003 - 2009
International Philanthropy   July 2004 - August 2006

Skills
Mortgage Lending, Financial Modeling, Start-ups, Sales, Real Estate, Leadership, Marketing, Credit

Education
Brigham Young University - Idaho   2003 — 2009
BUSINESS MANAGEMENT, FINANCE EMPHASIS

Dennis Brewer Dennis Brewer Silver Springs, Nevada Details
Dennis Brewer's Transamerica Financial Advisors Experience September 2011 - December 2012
Job Semiretired
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2011 - December 2012
Transamerica Financial Advisors   September 2011 - December 2012
E*TRADE Financial  December 2001 - February 2011
E*TRADE Securities  December 2001 - February 2011
DST Output  November 1999 - July 2001
DST Output  November 1999 - July 2001
The Copy House   July 1993 - November 1999
The Copyhouse   July 1993 - November 1999
U.S. Army   January 1976 - October 1977
U.S. Army   September 1972 - December 1975

Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy

Education
Sierra College   1978 — 1980
Business

Los Angeles City College   1973 — 1974
Electronics

Mick Simmons Mick Simmons Springfield, Illinois Area Details
Mick Simmons's Transamerica Financial Advisors Experience May 2001 - Present
Job Financial Professional
Industry Insurance
Experience
Transamerica Financial Advisors   May 2001 - Present
Transamerica Financial Advisors, Inc  May 2001 - Present

Skills
Insurance, Retirement, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long-term Care, IRAs, Long Term Care Insurance

Education
Lincoln Land Community College   1974 — 1975

Illinois Valley College   1972 — 1974

Jack Daley Jack Daley Greater Boston Area Details
Jack Daley's Transamerica Financial Advisors Experience February 2006 - Present
Job Regional Manager Field Supervision TFA
Industry Financial Services
Experience
TransAmerica Financial Advisors   February 2006 - Present
Jefferson Pilot Securities Corporation   February 1996 - January 2006
Chubb Securities Corporation   February 1994 - February 1996

Skills
Mutual Funds, FINRA, Investment Advisory, Securities, Series 65, IRAs, Series 6, Financial Advisory, Financial Services, 401k, Investments, Team Building, Surveillance, Uniform Combined State..., Brokerage, AML, Wealth Management..., Investment Management, Customer Service, Series 4, Series 7, Series 24, Series 53

Education
Bristol Community College   1984 — 1986

University of Massachusetts, Amherst   1982 — 1982
Liberal Arts

Liza Mossing (Koshkarova) Liza Mossing (Koshkarova) Studio City, California Details
Liza Mossing (Koshkarova)'s Transamerica Financial Advisors Experience March 2013 - Present
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Beverly Hills Vein and Cardiovascular Institute   September 2013 - Present
Transamerica Financial Advisors   March 2013 - Present
Unified Insurance Services of California   October 2012 - Present
Sleep Number by Select Comfort  November 2011 - December 2012
Sony Pictures Entertainment  2006 - September 2011

Skills
Public Relations, Social Media, Social Media Marketing, Marketing Communications, Film, Social Networking, Marketing, Online Marketing, Advertising, Event Planning, Marketing Strategy, Entertainment, Copywriting, Team Building, Sales, Project Management, Microsoft Office

Education
Russian State Social University (former Moscow State Social University)   2003 — 2006
Advertising and Public Relations, Public Relations

Daniel V. May Daniel V. May Greater Los Angeles Area Details
Daniel V. May's Transamerica Financial Advisors Experience November 2012 - Present
Job HIT Student at American Career College
Industry Marketing and Advertising
Experience
American Career College  June 2014 - Present
Transamerica Financial Advisors   November 2012 - Present
UPP Entertainment Marketing  June 2012 - August 2012
United States Air Force  June 2006 - July 2009
United States Air Force  January 2005 - June 2006
United States Air Force  September 2003 - January 2005

Skills
Bilingual-Khmer, Writing Skills, People Skills, Public Relations Skills, Microsoft Office, Windows 7, Mac OS X, Adobe Software, Adobe Creative Suite, 80 WPM, Dreamweaver, InDesign, Photoshop, Event Management, Marketing, Time Management, Data Entry, Microsoft Word, OS X, PowerPoint, Public Relations, Social Networking, Microsoft Excel

Education
American Career College   2014 — 2016
Health Information/Medical Records Technology/Technician

California State Polytechnic University-Pomona   2009 — 2012
Bachelor of Science (BS), Communication, Public Relations

Community College of the Air Force   2007 — 2009
AS, Aviation Maintenance Technology

Sierra College   2007 — 2009
AA, Liberal Studies

Ontario High   1999 — 2002
High School Diploma

Greg Spear Greg Spear Tampa/St. Petersburg, Florida Area Details
Greg Spear's Transamerica Financial Advisors Experience January 2008 - October 2012
Job Raymond James Financial Services: Compliance Specialist
Industry Financial Services
Experience
Raymond James  2014 - 2015
Raymond James  2014 - 2015
Transamerica Financial Advisors, Inc.   October 2012 - March 2014
Transamerica Financial Advisors   January 2008 - October 2012
Transamerica Financial Advisors, Inc.   October 2002 - January 2008
Western Reserve Life Assurance   June 2001 - October 2002
Transamerica Asset Management  February 2000 - June 2001
US Coast Guard  February 1991 - May 1999

Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning

Education
Jefferson Community College   1987 — 1988
None, Math/Science

St. Petersburg College
Health Services/Allied Health/Health Sciences, General

Indian River Central

Mario Lee Mario Lee San Francisco Bay Area Details
Mario Lee's Transamerica Financial Advisors Experience August 2003 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Western Reserve Life  April 2007 - August 2007
Western Reserve Life  April 2007 - August 2007
Transamerica Financial Advisors   August 2003 - April 2007
Sungard Trading Systems/Brass   October 2000 - August 2003
SunGard Trading Systems/BRASS   October 2000 - August 2003
Bank of America, BA Investment Services   June 1998 - November 1999
Bank of America  June 1998 - November 1999
Bank of America, BA Investment Services   November 1997 - June 1998
Chancellor LGT Asset Management   August 1996 - November 1997
GT Global  1996 - 1997

Skills
Asset Allocation, Financial Markets, Trading, Fixed Annuities, Marketing, Equities, Investments, Strategic Financial..., Fixed Income, Sales, Series 63

Education
California State University-Long Beach   1985 — 1989
BA, Economics

St.Joseph's the Worker   1970 — 1978

Economics California State University, Long Beach

St. Mary's College High School

Jerry Wang, Ph.D., CFA Jerry Wang, Ph.D., CFA Baltimore, Maryland Area Details
Jerry Wang, Ph.D., CFA's Transamerica Financial Advisors Experience September 2013 - March 2015
Job
Industry Banking
Experience
OneMain Financial  October 2011 - Present
Transamerica Financial Advisors   September 2013 - March 2015
T. Rowe Price  April 2011 - September 2011
Diamond Hill Capital Management  October 2006 - March 2011
Eagle Press  August 2005 - June 2006
SAS, Inc.   May 2003 - August 2003

Skills
SAS, Statistical Modeling, business strategy, financial analysis, investment advisory, mutual funds, insurance, wealth management, Financial Analysis &..., Risk Management, Investment Performance, Investment Strategies, Statistical Analysis, Quantitative Analysis, Portfolio Management, Investment Technology, Equity Option..., Team Leadership &..., New Market Penetration, Financial...

Education
CFA Institute   2004 — 2010
CFA Charterholder

North Carolina State University   2000 — 2005
Ph.D.

Wuhan University   1994 — 1998
B.S.

FINRA / Maryland - Series 6, Series 63, Series 65, and Insurance Licenses

Gary Curry Gary Curry Rancho Cordova, California Details
Gary Curry's Transamerica Financial Advisors Experience January 1989 - Present
Job President at ORBA Insurance Services, Inc.
Industry Financial Services
Experience
Virtual Mentor Omnimedia, Inc.   January 2005 - Present
Redtail Technology  January 2001 - Present
Transamerica Financial Advisors   January 1989 - Present
ORBA Insurance Services, Inc.   October 1982 - Present
ORBA Financial Management   October 1982 - December 2011

Skills
Investments, Securities, Insurance, Financial Advisory, Retirement Planning, Retirement, IRAs, Strategic Financial..., Coaching, Life Insurance, Term Life Insurance, Variable Products, Wealth, Wealth Accumulation, Financial Planners, Financial Planning

Education
California State University-Chico   1961 — 1964
Bachelor of Arts (BA), Social Sciences

Shasta College   1958 — 1961
Associate of Arts (AA)

Nakeisha Boozer Nakeisha Boozer North Las Vegas, Nevada Details
Nakeisha Boozer's Transamerica Financial Advisors Experience May 2012 - August 2012
Job Singer/Song Writer/Musician at Studio 5A
Industry Music
Experience
Studio 5A   March 2013 - Present
TransAmerica Financial Advisors   May 2012 - August 2012
Overseas Private Investment Corporation  May 2011 - August 2011
Lionsgate  February 2011 - May 2011

Skills
International Business, Research, PowerPoint, Excel, Microsoft Excel, Proposal Writing, Intercultural..., Event Planning, International Relations, International..., Social Media, Blogging, Event Management, Microsoft Office, Policy Analysis

Education
Pepperdine University   2008 — 2012
Bachelor of Science (BS), Political Science, Asian Studies

Evan Poole Evan Poole Sacramento, California Area Details
Evan Poole's Transamerica Financial Advisors Experience September 2007 - Present
Job Registered Representative Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   September 2007 - Present
United States Air Force  March 1997 - August 2008

Education
Embry-Riddle Aeronautical University   2004 — 2008
B.S., Management, Finance

Jana Fox Jana Fox Orange County, California Area Details
Jana Fox's Transamerica Financial Advisors Experience April 2001 - September 2005
Job Compliance Associate at PIMCO
Industry Financial Services
Experience
PIMCO  January 2009 - January 2012
WaMu Investments, Inc. (Washington Mutual)   September 2005 - January 2009
Transamerica Financial Advisors   April 2001 - September 2005

Skills
Securities, Series 7, Mutual Funds, Series 63, Financial Services, Fixed Income, Equities, Alternative Investments, Investments

Education
Syracuse University   1992 — 1997

Tom Gowan, RICP® Tom Gowan, RICP® Greater Minneapolis-St. Paul Area Details
Tom Gowan, RICP®'s Transamerica Financial Advisors Experience 2011 - 2012
Job RICP® Retirement Income Planning
Industry Financial Services
Experience
Gowan Financial Services, LLC   2014 - Present
Prudential Financial  2012 - 2014
Transamerica Financial Advisors   2011 - 2012

Education
Bemidji State University

The American College
RICP® Retirement Income Planning

Mary Beth Swerdloff Mary Beth Swerdloff Los Angeles, California Details
Mary Beth Swerdloff's Transamerica Financial Advisors Experience 2001 - 2005
Job Senior Meeting and Event Coordinator at The Capital Group Companies Inc., Certified Meeting Professional (CMP)
Industry Financial Services
Experience
Capital Group  October 2005 - Present
Transamerica Financial Advisors   2001 - 2005
John Hancock Life Insurance Company (U.S.A.)   1995 - 2001

Skills
Corporate Events, Event Planning, Meeting Planning, Trade Shows, Event Management

Education
Boston College   1993 — 1997
Bachelor of Arts (BA), English and Communications

Lincoln Sudbury

Mike Scrivens Mike Scrivens Lake Stevens, Washington Details
Mike Scrivens's Transamerica Financial Advisors Experience April 2012 - January 2014
Job Commercial Marketing Manager
Industry Consumer Services
Experience
SERVPRO of North Everett/Lake Stevens/Monroe & SERVPRO of South Everett   April 2015 - Present
The Home Depot  October 2014 - April 2015
Transamerica Financial Advisors   April 2012 - January 2014
Dignity Memorial  September 2011 - April 2012
MapWide, Inc.   June 2010 - April 2011
National Pool Tile Group  June 2004 - March 2009
Preferred Pool Plastering   February 1983 - March 1993

Skills
Management, Selling, B2B, Team Building, Account Management, Sales Management, Strategy, Conflict Resolution, Sales, Sales Operations

Education
Chapman University   1993 — 1996
BA, Psychology

Nathan Serianni Nathan Serianni Tampa/St. Petersburg, Florida Area Details
Nathan Serianni's Transamerica Financial Advisors Experience October 2008 - September 2010
Job Director, National Sales at WorldPay
Industry Human Resources
Experience
WorldPay  September 2012 - Present
Ceridian Dayforce  February 2010 - September 2012
Transamerica Financial Advisors   October 2008 - September 2010
New Heights Aviation   December 2003 - September 2009
XO Communications  January 2006 - September 2008
United States Marine Corps  September 1996 - August 2004

Skills
New Business Development, Territory Management, Strategic Selling, Strategic Planning, Sales Management, Account Management, SaaS, Executive Level Selling, Merchant Services, Consultative Selling..., Entrepreneurship, Social Networking, Manage Client..., Sales Presentations, Strategic Partnerships, Sales Operations, B2B, Recruiting, Selling, Sales Force Development, Sales Process, Networking, Customer Retention, Solution Selling, CRM, Leadership, Training, Outsourcing, Salesforce.com, Lead Generation, Sales, Team Building, Management, Contract Negotiation, Vendor Management, Business Development, CXO, Analysis, Telecommunications, Cold Calling, Building Relationships, Strategy, Professional Services, Enterprise Software, Direct Sales, Call Centers, Executive Management, Consulting, Start-ups, Team Leadership

Education
Florida State University   2000 — 2002
BS, Information Science

Sharon Osborne Sharon Osborne Greater Denver Area Details
Sharon Osborne's Transamerica Financial Advisors Experience September 2012 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   September 2012 - Present
Integra Insurance Group   March 2011 - August 2015
Colorado State Public Defender  June 2010 - December 2010

Skills
Employee Benefits, Strategic Financial..., Insurance, Fixed Annuities, Investments, Retirement Planning, Life Insurance, Estate Planning, Retirement, 401k, Financial Advisory, Financial Planning

Education
University of Wyoming College of Law   2014 — 2017
Doctor of Law (JD)

Colorado State University   2008 — 2010
Bachelor of Arts and Bachelor of Science, Philosophy and Psychology

David Terk David Terk Greater Los Angeles Area Details
David Terk's Transamerica Financial Advisors Experience October 2012 - August 2015
Job Silvertree Special Needs Planning at California's Center for Special Needs Planning
Industry Financial Services
Experience
Silvertree Special Needs Planning   August 2015 - Present
Transamerica Financial Advisors   October 2012 - August 2015
Patient Comfort Systems   December 2010 - March 2014
Terk Healthcare Consulting   June 2010 - December 2013
Tower Saint John's Imaging   July 2005 - June 2010
Open MRI of Hayward   July 2001 - July 2004
Beyond Interactive  January 1999 - February 2001

Skills
Special Needs Planning, Investment Advisor, Series 6, Series 63, Series 65, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Business Development, Life & Health Insurance..., Start-ups, Leadership, Marketing, Advertising, Entrepreneurship, Integrated Marketing, Marketing Management, Product Development, Marketing Strategy, Team Building, Digital Marketing, Analytics, Training, New Business Development, Strategy, CRM, Team Leadership, Marketing Communications, Healthcare, Sales, Management, Finance, Business Strategy, Business Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Business

Tulane University   1992 — 1996
BA, History

Daniel Baroni Daniel Baroni San Diego, California Details
Daniel Baroni's Transamerica Financial Advisors Experience November 2014 - Present
Job Financial Advisor Assistant and Director or Expansion Intern at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   November 2014 - Present
Chocolat Bistro & Cremerie   April 2014 - September 2014
Local Non Profit Organization  June 2011 - August 2011

Education
National University   2014 — 2015
Master of Business Administration (MBA), Financial Management, 3.75

University College Cork   2011 — 2012
Full-Time Exchange Student during Bachelor's, Business Administration and Management, General

Università di Bologna   2010 — 2013
Bachelor's degree, Management&Marketing, 4.0

Jodie Chandler Galloway Jodie Chandler Galloway North Augusta, South Carolina Details
Jodie Chandler Galloway's Transamerica Financial Advisors Experience November 1999 - February 2002
Job Retirement Planner at The Leaders Group, Inc., Member FINRA/SIPIC
Industry Financial Services
Experience
The Leaders Group, Inc., Member FINRA/SIPIC   February 2002 - Present
Transamerica Financial Advisors   November 1999 - February 2002
Horace Mann Insurance Company  August 1968 - August 1999

Skills
Variable Annuities, Fixed Annuities, Long-term Care, Life Insurance, John Hancock,..., Annual Sales Conference..., Ranked in the top Fifty...

Education
Georgia Southern University   1964 — 1968
Master's Degree, Counselor Education/School Counseling and Guidance Services, I was tapped to join the Kappa Delta Phi my last year. It is an honorary soriety

Furman University   1955 — 1959
Bachelor's Degree, English, B+

David Ono David Ono Greater Los Angeles Area Details
David Ono's Transamerica Financial Advisors Experience June 2008 - July 2009
Job Independent Life and Health insurance Agent
Industry Financial Services
Experience
Self Employed  October 2012 - Present
Transamerica Insurance & Investment Group  August 2009 - February 2012
Transamerica Financial Advisors   June 2008 - July 2009
Transamerica Retirement Services  September 2004 - May 2008
Transamerica Retirement Services  January 2002 - August 2004
Transamerica Retirement Services  December 2000 - December 2001
Transamerica Retirement Services  May 2000 - November 2000
AIG SunAmerica  May 1999 - April 2000
T Rowe Price  May 1993 - April 1999

Skills
Financial Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, 401k

Education
University of California, Irvine   1988 — 1993
Bachelor of Arts, Social Science

Christine Koelzer McIntyre Christine Koelzer McIntyre Greater Los Angeles Area Details
Christine Koelzer McIntyre's Transamerica Financial Advisors Experience 1998 - 2003
Job Director of Operations at McIntyre Law Group
Industry Law Practice
Experience
McIntyre Law Group   February 2005 - Present
Transamerica  December 1998 - 2004
Transamerica Financial Advisors   1998 - 2003
Griffin Financial Services  1996 - December 1998

Skills
Mergers & Acquisitions, Process Improvement, Financial Services, Mutual Funds, Insurance, Leadership, Securities, Risk Management, 401k, Vendor Management

Education
Cerritos College

Wendy Van, CPA Wendy Van, CPA San Diego, California Details
Wendy Van, CPA's Transamerica Financial Advisors Experience November 2005 - July 2006
Job Tax Accountant
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP   February 2011 - Present
Gumbiner Savett, Inc.   July 2006 - October 2010
Transamerica Financial Advisors   November 2005 - July 2006
Marc Filler Accountancy Corp   October 2005 - June 2006
Monterey Park City Library   June 1999 - May 2006
Toyota Financial Services  July 2005 - September 2005
Secured Capital Corporation   December 2004 - June 2005

Education
Golden Gate University   2009 — 2010
MS, Taxation

University of California, Los Angeles   2002 — 2006
B.A. Economics

Lisa Gok Lisa Gok Greater Los Angeles Area Details
Lisa Gok's Transamerica Financial Advisors Experience October 2005 - November 2009
Job Deputy General Counsel at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  July 2012 - Present
Green Dot Corporation  January 2010 - July 2012
Transamerica Financial Advisors   October 2005 - November 2009
US Securities and Exchange Commission  1994 - 2005
Department of Justice  1986 - 1994

Skills
Securities Regulation, FINRA, Litigation, Corporate Governance, Securities

Education
Columbia Law School   1900 — 1900
JD

Princeton University   1900 — 1900

John F. Kennedy High

Stephen Dissette Stephen Dissette Greater Chicago Area Details
Stephen Dissette's Transamerica Financial Advisors Experience May 2010 - August 2014
Job Investment Advisor Representative at Horter Investment Management, LLC
Industry Financial Services
Experience
Horter Investment Management, LLC  September 2014 - Present
World Financial Group (WFG)   May 2010 - Present
Stephen D Dissette & Associates   February 2010 - Present
Transamerica Financial Advisors   May 2010 - August 2014
Transamerica Financial Advisors, Inc.   May 2010 - August 2014
USA TAX & INSURANCE SERVICES   2008 - August 2008

Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners

Education
Northwestern University   1979 — 1983

Principia College   1982 — 1982

Stephen Straw Stephen Straw Tampa/St. Petersburg, Florida Area Details
Stephen Straw's Transamerica Financial Advisors Experience January 2006 - Present
Job Vice President, Wealth Management
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2006 - Present

Skills
Series 7, Wealth Management, Retirement Planning, Retirement, ETFs, Series 65, Investment Advisory..., Portfolio Management, Investments, Series 24, Series 63, Registered Investment..., 401k, FINRA, Mutual Funds, Financial Services, Investment Advisory, Financial Planning, Insurance, Series 8, Finance, Securities

Education
Point Loma Nazarene University
BA, Finance/Bus.Admin

Robert Starnes MBA Robert Starnes MBA Denver, Colorado Details
Robert Starnes MBA's Transamerica Financial Advisors Experience January 2005 - Present
Job Director of Field Supervision Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2005 - Present
Vail Resorts  November 2012 - April 2013
Charles Schwab  March 1997 - January 2002
United States Air Force  1987 - 1991

Skills
Series 7, Retirement Planning, Series 63, FINRA, Mutual Funds, Investments, Investment Advisory, Retirement, Financial Services, Wealth Management, Series 24, Strategic Financial..., Asset Allocation, Securities, MBA

Education
University of Colorado Denver   2008 — 2010
MBA, Business Strategy

University of Colorado Denver   1992 — 1994
BA, Economics

Christina Downum Christina Downum Greater Atlanta Area Details
Christina Downum's Transamerica Financial Advisors Experience August 2012 - Present
Job Meeting Planner at World Financial Group, Inc.
Industry Financial Services
Experience
World Financial Group, Inc.   November 2013 - Present
Transamerica Financial Advisors   August 2012 - Present
World Financial Group (WFG)   August 2007 - Present
World Financial Group, Inc.   August 2007 - October 2009

Education
Georgia State University - J. Mack Robinson College of Business

Alan B Loud Alan B Loud Houston, Texas Area Details
Alan B Loud's Transamerica Financial Advisors Experience July 2009 - Present
Job Controller at UHY LLP
Industry Financial Services
Experience
UHY LLP  October 2011 - Present
TransAmerica Financial Advisors   July 2009 - Present
World Group Securities (WGS)   July 2009 - Present
World Financial Group (WFG)   July 2009 - Present

Education
University of Denver - Daniels College of Business   1980 — 1996
BSBA, Finance

Douglas County HS   1978 — 1980

Kimberly LeDuff Kimberly LeDuff Greater Los Angeles Area Details
Kimberly LeDuff's Transamerica Financial Advisors Experience May 2005 - August 2007
Job Senior Tax Analyst at Roll Global
Industry Accounting
Experience
Roll Global  February 2010 - Present
Ernst & Young LLP  January 2008 - September 2011
Transamerica Financial Advisors   May 2005 - August 2007
Ernst & Young LLP  June 2006 - August 2006
USC Office of Annual   May 2004 - May 2005

Education
University of Southern California   2007 — 2009
Masters of Business Taxation, Taxation

University of Southern California   2003 — 2007
Bachelor of Science, Accounting

William Meserve William Meserve Indianapolis, Indiana Area Details
William Meserve's Transamerica Financial Advisors Experience February 2004 - Present
Job Registered Rep at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   February 2004 - Present
Transamerican Financial Advisors   2004 - Present
Transamerican Financial Advisors   2004 - Present
John Hancock Financial Services  1974 - 2004

Skills
401k, Retirement, Fixed Annuities, Life Insurance, IRAs, Mutual Funds, Series 63, Insurance, FINRA, Retirement Planning

Education
Butler University

Jaleh Kilpatrick Jaleh Kilpatrick Walnut Creek, California Details
Jaleh Kilpatrick's Transamerica Financial Advisors Experience 1997 - Present
Job Financial Services Professional at Midland National Life Insurance Company
Industry Financial Services
Experience
Midland National Life Insurance Company  May 2014 - Present
Transamerica Financial Advisors   1997 - Present
Chiron Corporation  1988 - 1999
Bayer Pharmaceuticals  1975 - 1988

Skills
Mortgage, Residential, Purchase, Refinance, Financial Planning, Insurance, Retirement Planning, Retirement, Term Life Insurance, Residential Homes, Strategic Financial..., Mortgage Lending, Disability Insurance, Mutual Funds, Investment Properties, Finance, IRAs, Financial Planners, Financial Services, Long-term Care, Wealth, Series 6, Financial Analysis, Portfolio Management, Management, Small Business, College Savings Plans, Investments, Roth IRA, Loans, SEP IRA, Variable Annuities, 529 Plans

Education
Stratford Career Institute   2011 — 2013
Natural Health Consultant, Natural Health

San Francisco State University   1971 — 1974
BA, Chemistsry and Biochemistry

Tiffany Hughes Tiffany Hughes Greater Denver Area Details
Tiffany Hughes's Transamerica Financial Advisors Experience October 2013 - Present
Job Senior Loan Officer Mac5 Mortgage Inc.
Industry Financial Services
Experience
MAC5 Mortgage Inc  January 2015 - Present
Transamerica Financial Advisors   October 2013 - Present
KC Mortgage LLC   May 2011 - December 2014
GMAC  February 2011 - April 2011
American Liberty Mortgage  February 2010 - February 2011
Mortgage Tech Summit   2011 - 2011
Colorado Association Mortgage Brokers   2007 - December 2010
L&G Mortgagebanc  October 2008 - January 2010
Horizonf Financial Services, Inc.   September 2000 - October 2008

Skills
Mortgage Lending, First Time Home Buyers, Loans, Investment Properties, FHA, FHA financing, Refinance, Residential Mortgages, Certified Mortgage..., Real Estate, USDA, Loan Origination, Investments, Customer Service, REO, Credit, VA Loans, Real Estate Financing, Short Sales, Condos, Investors, Foreclosures, Certified Divorce..., Mortgage, Mortgage Industry, Conventional, VA, Purchase, Home, Residential, First Time Buyers, Problem Solving, Sales

Education
Colorado State University   1987 — 1991
BS

Colorado State University   1987 — 1991
Bachelor of Science (B.S.)

Patrick Keshishzadeh Patrick Keshishzadeh Greater Los Angeles Area Details
Patrick Keshishzadeh's Transamerica Financial Advisors Experience 2006 - 2010
Job Accounting Manager at Rubbercraft
Industry Financial Services
Experience
Rubbercraft  2015 - Present
Rubbercraft  2010 - 2015
Transamerica Financial Advisors   2006 - 2010

Skills
Accounting, Customer Service, Financial Statements

Education
California State University-Northridge
Finance

Robert Quan Robert Quan Greater Los Angeles Area Details
Robert Quan's Transamerica Financial Advisors Experience Commissions SpecialistTransamerica Financial Advisors1998 - 2009
Job Commissions Specialist at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   Commissions SpecialistTransamerica Financial Advisors1998 - 2009
Adventist Health  April 1996 - September 1998
OSBORN, NELSON AND CARR PORTABLE X-RAY   April 1993 - June 1995

Education
California State University-Bakersfield   1976 — 1978
RYAN'S MULTIPLE SUBJECTS CREDENTIAL, TEACHER EDUCATION

California State University-East Bay   1969 — 1975
BA, LIBERTAL STUDEIES

Jacqueline Miron Jacqueline Miron Greater Los Angeles Area Details
Jacqueline Miron's Transamerica Financial Advisors Experience May 2006 - August 2009
Job Assistant Office Manager at Quigley & Miron
Industry Accounting
Experience
Quigley & Miron, Certified Public Accountants   August 2009 - Present
Transamerica Financial Advisors   May 2006 - August 2009

Skills
Series 7, Finance, Economics, Office Management, Accounting, Customer Service, Microsoft Office, Non-profits, QuickBooks, Net Exchange Pro

Education
UCLA
Bachelor of Arts (B.A.), Economics

Travis Wasson Travis Wasson Orange County, California Area Details
Travis Wasson's Transamerica Financial Advisors Experience 2004 - Present
Job Financial Planner at Capital Resources
Industry Financial Services
Experience
Transamerica Finanacial Advisors   2004 - Present
Transamerica Financial Advisors   2004 - Present
Capital Resources and Insurance   October 1996 - Present

Skills
Estate Planning

Education
California State University-Fullerton   2003 — 2006
B.A., Finance

Denita Clark (Brooks) Denita Clark (Brooks) Greater Los Angeles Area Details
Denita Clark (Brooks)'s Transamerica Financial Advisors Experience August 2007 - Present
Job Business Owner
Industry Financial Services
Experience
Transamerica Financial Advisors   August 2007 - Present
Transameric Financial Advsors   August 2007 - Present
PaineWebber  2000 - 2001

Education
The Ohio State University   1987 — 1992
BSSW, Social Work

Ryan Hildebrand Ryan Hildebrand Greater New Orleans Area Details
Ryan Hildebrand's Transamerica Financial Advisors Experience August 2008 - May 2011
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2011 - August 2014
Transamerica Financial Advisors   August 2008 - May 2011
Franklin Templeton Investments  May 2007 - August 2007

Skills
Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Financial Advisory

Education
University of Florida   2004 — 2008
Finance

University of Florida - Warrington College Of Business   2004 — 2008
Finance

Cori Mietus Cori Mietus Plano, Texas Details
Cori Mietus's Transamerica Financial Advisors Experience November 2011 - Present
Job Administrative Assistant at Transamerica Financial Advisors
Industry Executive Office
Experience
Transamerica Financial Advisors   November 2011 - Present
Premier Insurance - 2008-2009   December 2008 - December 2009
Brigham Young University  April 2008 - July 2008
Frontier Equipment Rentals   January 2005 - April 2006

Education
Brigham Young University - Idaho
Bachelor of Arts, English; Literature Studies emphasis

Ronald Yates Ronald Yates Corona, California Details
Ronald Yates's Transamerica Financial Advisors Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2012 - Present
Investment Advisors International  2010 - 2012
World Financial Group (WFG)   May 2008 - 2010
Independent Contractor  2004 - 2009
PepsiCo - Tropicana  2001 - 2004
PepsiCo - Tropicana  1998 - 2001
PepsiCo - Tropicana  September 1997 - 1998
PepsiCo - Tropicana  1994 - 1997
PepsiCo - Tropicana  1991 - 1994
PepsiCo - Tropicana  January 1986 - 1991

Skills
Marketing, Customer Service, Management, Sales Management, Strategic Planning, Marketing Strategy, FMCG

Education
University of Phoenix   2007 — 2009
M.B.A., Business

Nova Southeastern University   1993 — 1995
B. S., Professional Management

Lowden Charles Lowden Charles Greater New York City Area Details
Lowden Charles's Transamerica Financial Advisors Experience May 2011 - December 2012
Job Assistant Director of Business Solutions, Contract Analytics at Innovatix
Industry Financial Services
Experience
Innovatix  November 2013 - Present
Innovatix LLC  January 2013 - November 2013
Transamerica Financial Advisors   May 2011 - December 2012
Innovatix  July 2009 - December 2012
Koala Refreshments LLC   2007 - 2009

Skills
Management, Data Analysis, Sales, Team Leadership, Customer Service, Analysis, Cognos, Microsoft Excel, Healthcare, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Access, Outlook, Coaching, Account Management, Marketing, Project Management, CRM, Pricing, Hospitals, Team Building, New Business Development, Financial Analysis, Visio, Competitive Analysis, Organizational..., Leadership, Strategic Planning, Cross-functional Team..., Analytics, Process Improvement, Strategy, Business Analysis, Sales Management, Insurance, Pharmaceutical Industry

Education
Stevens Institute of Technology   2005 — 2009
BS, Business & Technology

David Whitfield David Whitfield South Bend, Indiana Area Details
David Whitfield's Transamerica Financial Advisors Experience March 2015 - Present
Job Financial Advisor at TransAmerica Financial Advisors
Industry Financial Services
Experience
TransAmerica Financial Advisors   March 2015 - Present
Lakeside Wealth Management Group  November 2012 - February 2015

Skills
Retirement, Retirement Planning, Life Insurance, Long-term Care, Estate Planning, Term Life Insurance, Business Planning, Disability Insurance, Series 6, 401k, Fixed Annuities, Mortgage Lending, Portfolio Management, Underwriting, Long Term Care Insurance, Sales, Insurance, Investments, Financial Analysis, Series 63, Property & Casualty..., Employee Benefits, Small Business, Risk Management, IRAs, Wealth Management, Strategic Financial..., Finance, Asset Management, Mutual Funds, Investment Advisory, Health Insurance, Credit, Financial Services, Business, General Insurance, Banking, Fixed Income, Loans, Asset Allocation, Financial Risk, Relationship Management, Financial Planners, Wealth, Brokerage, Commercial Insurance, Financial Advisory, Universal Life, Roth IRA, Wealth Accumulation

Education
Butler University - College of Business Administration   1986 — 1990
Finance

Don E. Thompson Don E. Thompson Dallas/Fort Worth Area Details
Don E. Thompson's Transamerica Financial Advisors Experience October 2000 - Present
Job TRANSAMERICA FINANCIAL ADVISORS
Industry Financial Services
Experience
The Fite Agency   January 2010 - Present
World Financial Group (WFG), Transamerica Financial Advisors   2001 - Present
Transamerica Financial Advisors   October 2000 - Present

Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Insurance, Life Insurance, Disability Insurance, Process Improvement, IRAs, Wealth Management, Term Life Insurance, Financial Services, Universal Life, Long-term Care, Critical Illness

Education
Abilene Christian University   1967 — 1971
Bachelor of Science (B.S.), BUSINESS MANAGEMENT, 1972

JOHN F. KENNEDY HIGH SCHOOL   1963 — 1967
GRADUATE, COLLEGE PREP., 1967

Scott Jardine Scott Jardine Provo, Utah Area Details
Scott Jardine's Transamerica Financial Advisors Experience January 2012 - Present
Job IAR at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2012 - Present
Superior Lending&Associates   June 2010 - Present
WGS  May 2000 - January 2012

Skills
Customer Service, IRAs, Retirement Planning, Real Estate, Investments, Life Insurance, Fixed Annuities, Microsoft Office, Reverse Mortgages, Retirement, Loans, 401k Rollovers, Strategic Financial..., Wealth Management, Mutual Funds, Mortgage Lending, Indexed Annuities, Term Life Insurance, Residential Mortgages, Variable Annuities, College Savings Plans, Roth IRA, Financial Advisory, Investment Advisory, Series 65, 529 Plans, SEP IRA, Variable Life, Influential Communicator, Leadership, Putting the Customer..., Public Speaking

Education
Brigham Young University   1990 — 1995
Bachelor of Science (BS), Civil & Environmental Engineering

Brigham Young University   1989 — 1994
B.S., Civil & Environmental Engineering

Yehua Owens Yehua Owens Palo Alto, California Details
Yehua Owens's Transamerica Financial Advisors Experience January 2009 - Present
Job Office Manager at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors   January 2009 - Present
FriendFinder Networks, Inc.   August 1997 - December 1998

Skills
Financial Management, Office Management, Tax Preparation

Education
Clemson University   1993 — 1995
Master of Science, Computer Engineering

Fudan University   1985 — 1989
BS, Physics

Frank Guzman Frank Guzman Irvine, California Details
Frank Guzman's Transamerica Financial Advisors Experience May 2012 - Present
Job Investment Advisor Respresentative, TransAmerica Financial Advisors
Industry Financial Services
Experience
TransAmerica Financial Advisors   May 2012 - Present
Merrill Lynch/Morgan Stanley   1994 - 2012

Education
California State University-Fullerton   1980 — 1984
Bachelor of Arts (B.A.), Intl Business- Spanish

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