Transamerica Financial Advisors, Inc.
Industry: Company
DescriptionFounded: 1967 Parent organization: Aegon N.V.
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Transamerica Financial Advisors, Inc. Employees
Transamerica Financial Advisors, Inc. August 2009 - Present
Education
College for Financial Planning 1985 — 1987
Completed Studies
Kent State University 1974 — 1978
B.S.
Ellet High School 1971 — 1974
High School Degree
Transamerica Financial Advisors, Inc. May 2013 - Present
World Financial Group August 2010 - May 2013
World Financial Group August 2007 - August 2010
Self Employed 1994 - 2009
World Financial Group March 1998 - July 2007
Mormon Arts Foundation June 1995 - June 1998
Heritage Arts Foundation May 1994 - September 1996
Skills
Marketing Strategy, Marketing Communications, Writing, Event Planning, Public Speaking, Financial Services, Insurance, Vendor Relations, Project Coordination, Corporate Website..., Corporate Training
Education
University of Nevada-Las Vegas 1991 — 1994
MFA, Theatre, Playwriting
Brigham Young University 1984 — 1991
BA, MA, English, Theatre
Co August 2015 - Present
Aqualillies December 2011 - Present
UCSB AS Program Board May 2014 - May 2015
Oniracom July 2014 - December 2014
VERAMEAT June 2013 - August 2013
Pollock Theater April 2013 - June 2013
UCSB AS Program Board January 2013 - June 2013
Silvergreens October 2012 - June 2013
Transamerica Financial Advisors, Inc. May 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Event Planning, Advertising, Social Media, Social Networking, Facebook, Community Outreach, Social Media Marketing, Fundraising, Marketing, Editing, Research, Marketing Communications, Event Management, Public Speaking, Public Relations, OS X, Pinterest, Tumblr, Blogging, Creative Writing, Market Research, Final Cut Pro, WordPress, Photoshop, Entertainment, Press Releases
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Film and Media Studies and Technology Management
Academy of Performing Arts in Prague 2013 — 2013
Film and TV School
Cona Financial Group 2010 - Present
Transamerica Financial Advisors, Inc. 2007 - 2010
Richard Eddy Financial Services 2005 - 2007
Involute Manufacturing Corp. 1992 - 2005
Scientific Vision Systems 1990 - 1992
Skills
Strategic Financial..., Personal Financial..., Retirement Planning, Portfolio Management, Investments, Personal Finance, Financial Advisory, Wealth Management, Life Insurance, Annuities, Investment Advisory..., Indexed Universal Life, Retirement Income..., Social Security, Comprehensive Financial..., Indexed Annuities, Asset Allocation, Registered Investment..., Entrepreneurship, Small Business, IRAs, 401k, 401k Rollovers, Wealth Accumulation..., Fixed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Holistic Financial..., Financial Planners, Independent Financial..., Real Estate Investment..., Guaranteed Lifetime..., Tax Free Income, Personal Tax Planning, Estate Tax Planning
Education
The American College
ChFC
Azusa Pacific University 2001 — 2003
B.A.
Fullerton College
Accenture August 2013 - January 2014
Merrill Lynch Wealth Management September 2012 - December 2012
Chinese Student Association - CSUN May 2011 - August 2012
Transamerica Financial Advisors, Inc. February 2012 - May 2012
Arbor Grill Restaurant November 2011 - May 2012
GuoYuan Securities Co., Ltd. July 2011 - August 2011
Volunteer of Income Tax Assistant Program December 2010 - April 2011
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, DCF Model, Accretion/Dilution Model, Trading Comps Model, LBO Model, Leadership, Determination, Analytical Skills, Teamwork, Work Ethic, Presentations, High level of initiative, Highly responsible, Independence, Critical Thinking, Efficiency, Positive Personality, Passionate about work, Wealth Management..., Peachtree, Windows 7, Taxwise, Financial Analysis
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Professional Accountancy and Finance, 3.33
Transamerica Financial Advisors, Inc. January 2012 - Present
Education
Brigham Young University
Dixie State University
Southern Utah University
Transamerica Financial Advisors, Inc. March 2013 - Present
Bristol-Myers Squibb January 2010 - February 2013
Baxter Healthcare 2006 - 2009
Johnson & Johnson 2001 - 2006
Bristol-Myers Squibb 1997 - 2001
Skills
Global Marketing, Marketing Research, Marketing Strategy, Market Analysis, Pharmaceutical Industry, Product Launch, Market Research, Product Marketing, International Marketing, Market Planning, Marketing Management, Business Analytics, Cross-functional Team..., New Business Development, Product Management, Strategic Planning, Segmentation, Brand Development, Marketing Communications, Promotions, Financial Services, Strategic Financial...
Education
Boston University Questrom School of Business 1995 — 1997
MBA, Marketing
Harvard Medical School 1992 — 1994
Master, Medical Sciences
University of Science and Technology of China 1987 — 1992
Bachelor of Sciences, Molecular Biology
Transamerica Financial Advisors, Inc. January 2012 - Present
Skills
Management, Strategic Financial..., Retirement, Series 6, Marketing, Fixed Annuities, Retirement Planning, Insurance, Strategic Planning, Wealth Management, IRAs, Investments, Marketing Strategy, Mutual Funds, Business Strategy
Education
Brigham Young University 1991 — 1995
Bachelor's degree, Civil Engineering
Transamerica Financial Advisors, Inc. October 2009 - Present
World Financial Group (WFG) October 2009 - Present
Skills
Personal Financial..., Education Funding, Retirement Planning, Securities, Licensed Life Insurance..., Leadership Development, FINRA, Series 6, Series 63, Fixed Annuities, Variable Annuities
Education
California State University-Long Beach 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
National Tsing Hua University 1995 — 1999
Bachelor's degree, Economics
Transamerica Financial Advisors, Inc. September 2007 - Present
California Department of Corrections and Rehabilitation April 2001 - Present
Office Depot Cross Dock #3069 September 1995 - March 2001
Skills
IRAs, Life Insurance, Retirement Planning, Fixed Annuaties, Retirement, Insurance, Strategic Financial..., Series 6, Series 63, 401k, Wealth, Investments, Long-term Care, Customer Service, Mutual Funds, Term Life Insurance, Leadership, Disability Insurance, Team Building, Wealth Management, Coaching, Strategic Planning
Education
National University 2000 — 2007
Master's degree, Special Education and Teaching
California State University-Sacramento 1998 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Heald College-Stockton 1984 — 1986
Computer/Information Technology Administration and Management
Humphreys College 1979 — 1981
Accounting and Business/Management
Transamerica Financial Advisors, Inc. July 2013 - Present
Transamerica July 2013 - Present
Starbucks March 2009 - July 2013
Skills
Leadership, Customer Service, Call Centers, Insurance, Sales, Process Improvement, Marketing, Team Building, Customer Retention, Microsoft Excel, Social Media, Escalation Resolution, Management, Time Management, Term Life Insurance, Life Insurance, Team Leadership, Social Networking
Education
Academy of Art University 2008 — 2017
Bachelor's Degree, Visual Development, Junior
Transamerica Financial Advisors, Inc. March 2014 - November 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
College of San Mateo 2012 — 2015
International Business
Skyline College 2012 — 2014
Transamerica Financial Advisors, Inc. / Transamerica Financial Group September 2014 - Present
National Planning Corporation (NPC) November 2012 - September 2014
Transamerica Financial Advisors, Inc. October 2011 - November 2012
Transamerica Financial Advisors, Inc. April 2006 - November 2011
Skills
Financial Services, Trading, Non-profits, Public Speaking, Fundraising, Event Planning, Strategic Planning, Microsoft Office, PowerPoint, Microsoft Excel, Research, Community Outreach, Leadership Development, Project Management, Investments, Banking, Nonprofits, Microsoft Word, Customer Service, Mutual Funds, Team Building, Budgets, Securities, Retirement, Investment Advisory, Financial Advisory, FINRA, Recruiting, Retirement Planning, Series 7, Broker-Dealer, Series 24, Series 63, IRAs, Asset Allocation, Wealth Management, Strategic Financial..., Investment Management, Financial Analysis, Financial Planners, Personal Financial..., Financial Planning
Education
University of California, Los Angeles 2002 — 2006
BA, Economics, Psychology
Beijing Normal University 2005 — 2005
Chinese Language and Literature
Sunny Hills High School 1998 — 2002
International Baccalaureate
Precision Wealth July 2004 - Present
Transamerica Financial Advisors, Inc. July 2004 - April 2007
Royal Alliance Associates INC January 2003 - June 2004
Skills
Retirement Planning, Tactical Planning, Strategic Planning, Wealth Management, Wealth Preservation..., 401k, Investment Advisory, Financial Advisory, Insurance, Life Insurance, Asset Allocation, IRAs, Series 7, Series 65, Wealth Accumulation, Variable Annuities, Fixed Annuities, Bonds, Stock Exchange, Stocks
Education
California State University-Fullerton 1998 — 2002
Bachelor of Business Administration (BBA)
Servite High School 1994 — 1998
Transamerica Financial Advisors, Inc. February 2011 - Present
Socle Technology Corp. October 2005 - September 2007
Philips-BenQ Digital Storage, BenQ Corporation November 2004 - September 2005
Taiwan Semiconductor Manufacturing Company July 2002 - October 2004
Skills
Strategic Financial..., Retirement Plan..., Retirement Planning, Estate Planning, Insurance, College Education..., New Business Development
Education
Carnegie Mellon University 2009 — 2010
Master, Software Engineering
National Chiao Tung University 2000 — 2002
Master, Information Management
National Chengchi University 1996 — 2000
Bachelor, Management Information Systems
Transamerica Financial Advisors, Inc. 1997 - Present
Education
Brigham Young University 1994 — 1997
Bachelor of Science (B.S.), Chemical Engineering & Mathematics
Brigham Young University 1991 — 1997
Degrees in Chemical Engineering & Mathematics
Transamerica Financial Advisors, Inc. October 2014 - Present
World Financial Group (WFG) November 2013 - Present
World Financial Group May 2013 - Present
Caltrans August 1988 - Present
Skills
Retirement Planning
Education
Colorado State University 1981 — 1986
Civil Engineering/Applied Mathematics
Forward Aspiration August 2010 - Present
Appreciation Financial August 2015 - Present
Mitchell Leadership Consulting July 2013 - Present
Forward Aspiration August 2010 - Present
Transitions Team August 2014 - August 2015
Transamerica Financial Advisors, Inc. May 2014 - August 2015
The Alliance for Employee Growth & Development March 2010 - August 2012
ProMatch June 2011 - April 2012
AT&T January 1998 - August 2010
AT&T January 1996 - January 1998
Skills
Public Speaking, Program Management, Vendor Management, Executive Coaching, Conflict Resolution, Appreciative Inquiry, Leadership Development, Organizational..., Employee Engagement, Workshop Facilitation, Team Building, Change Management, Technology Needs..., Coaching, Cross-functional Team..., Career Transitioning, Training, Certified Social +..., Management, Process Improvement, Leadership, Personal Development, Emotional Intelligence, Career Counseling, Employee Training, Management Consulting, Team Leadership, Interviews, Performance Management, Strategy, Integration, Staff Development, Organizational..., Entrepreneurship, Networking, Career Development, Small Business, Telecommunications, 360 Feedback, Sales Operations, Instructional Design, Facilitators, Resume Writing, Talent Management, Time Management, Training Delivery, Culture Change, Employee Benefits, MBTI, Executive Development
Education
Institute for Social + Emotional Intellegence 2012 — 2012
Certificate, Organizational Leadership
The College of Executive Coaching 2010 — 2012
Post-Graduate Certificate, Executive Coaching
AT&T School of Business 1988 — 2010
Telecommunications, Leadership and Organizational Skills
University of San Francisco 2002 — 2005
Master of Human Relations and Organizational Development, Human Resources and Organizational Development
Brigham Young University 1971 — 1977
Bachelor of Arts, Art and Design
Pacific Office Automation October 2014 - Present
Transamerica Financial Advisors, Inc. January 2011 - October 2014
Sodexo September 1997 - October 2014
Civil Air Patrol 2011 - 2012
Affirmative Technology Group March 2008 - June 2011
PSI Seminars June 2008 - September 2008
Robrad Tool and Engineering 2006 - 2008
Boys & Girls Clubs of America 1996 - 1997
Skills
Small Business, Insurance, Investments, Team Building, Securities, Strategic Planning, Budgets, 401k, Coaching, Public Speaking, Customer Service, Leadership, Retirement Planning, Finance, Leadership Development, Training, Entrepreneurship, Management, Strategic Financial..., Marketing, Risk Management, Business Planning, Sales, Fixed Annuities, Time Management, Recruiting, Budget, Process Improvement, Financial Analysis, New Business Development, Financial Planning, Office 365, Windows 8.1, Windows 7, Hyper-V, Windows Server, VMware, CRM Databases, ArcGIS, Ticketing, Google Earth
Education
Arizona State University 2008 — 2010
Geography, Golbal Information Systems
AJS
FCG Wealth Management April 2012 - Present
Liberty Partners Financial Services, LLC April 2012 - Present
Transamerica Financial Advisors, Inc. September 2002 - April 2012
A.G. Edwards & Sons, Inc. September 1999 - September 2002
San Diego Padres June 1996 - September 1998
Education
California State University-Fresno 1993 — 1996
Marketing Maven Public Relations February 2013 - Present
Phunware, Inc. May 2012 - August 2012
Transamerica Financial Advisors, Inc. January 2012 - May 2012
Skills
Social Media Marketing, Social Media Measurement, Sales, Customer Service, Customer Satisfaction, Customer Retention, Creative Writing, SEO, Marketing, Facebook, Brand Awareness, Social Media, Management, YouTube, Entrepreneurship
Education
California Lutheran University 2010 — 2013
Bachelor's degree, Marketing Communication
Royal High School
VALIC May 2014 - Present
Transamerica Financial Advisors, Inc. October 2013 - May 2014
Mojave Air November 2011 - June 2013
American United Life August 2006 - August 2012
BCS Mechanical May 2011 - November 2011
Trinity Lutheran Church June 2006 - June 2011
Digital Workshop September 2003 - June 2006
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Life Insurance, Licensed Life & Health..., Investments, Series 6, Series 63, Series 65, Securities, Sales, Marketing, Social Media Marketing, Insurance, New Business Development, Customer Service, Social Media, Management, Retirement, Editing, Marketing Strategy, Digital Marketing, Financial Planning
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Cerro Coso Community College 1996 — 1998
Associate of Arts (AA), General Studies
Donghai Securities February 2014 - Present
Transamerica Financial Advisors, Inc. December 2011 - January 2012
Donghai Securities Co.Ltd., Jiangsu, China September 2010 - June 2011
Bank of Communications, Changzhou Branch Office August 2008 - April 2009
Skills
SPSS, Microsoft Excel, @Risk
Education
St. John's University-Peter J. Tobin College of Business 2011 — 2013
Master of Science (MS), Risk Management, 3.51/4.0
Jiangsu University 2007 — 2011
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Pilot Financial January 2008 - Present
NettWorth Financial Group January 2004 - January 2008
Transamerica Financial Advisors, Inc. February 1996 - January 2004
CUNA Mutual Group December 1991 - February 1996
Prudential Financial December 1986 - December 1991
Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership
Education
Bradley University 1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis
Limestone High School
Transamerica Financial Advisors, Inc. July 2015 - Present
The Health Insurance Specialists May 2014 - March 2015
doTERRA Essential Oil October 2013 - April 2014
Gibson Capital Management September 2013 - January 2014
Real Salt Lake April 2013 - September 2013
C&D Marketing April 2013 - July 2013
Vivint November 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Sales, Spanish, Marketing, Customer Satisfaction, Social Networking
Education
Brigham Young University - Marriott School of Management 2008 — 2014
Bachelor’s Degree
Transamerica Financial Advisors, Inc. August 2012 - Present
DBS Bank May 2012 - August 2012
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Pudong Chamber of Commerce June 2010 - August 2010
Skills
Income Tax, Tax, Mandarin, Analysis, Accounting, QuickBooks
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (B.S.), Accounting
Transamerica Financial Advisors, Inc. January 2013 - Present
Urban Kings Inc Record Lable December 2010 - April 2012
Old English Brand December 2010 - April 2012
Jeanne Berry CPA Services July 2009 - August 2009
Skills
Bilingual, Investments, Insurance Broker, Annuities, IRAs, Roth IRA, Debt Settlement, 401k Rollovers, 401k, Web Design, Office Management, Web Development, Social Media Marketing, Website Development, Dreamweaver, Photoshop, Wordpress, Organizational..., General Office Skills, Public Relations, Publishing, Travel, Customer Satisfaction, Contract Negotiation, General Assignment..., WordPress, Fixed Annuities
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Real Estate and Law with a Minor in General Management
Pierce College 2007 — 2008
Transamerica Financial Advisors, Inc. August 2010 - Present
Skills
Financial Advisory, Retirement Planning, Wealth Management, IRAs, Finance, FINRA, Securities, Financial Planners, Wealth Accumulation, Life Insurance, 401k Rollovers, Strategic Financial..., Investment Advisory..., Long Term Care Insurance, Wealth Preservation..., Investments, Family Planning, Social Security, Mutual Funds, Wealth Management..., Roth IRA
Education
Ball State University 2007 — 2010
Bachelor of Science (BS), Finance, General
Bishop Chatard High School 2002 — 2006
Caravan Canopy International, Inc. August 2015 - Present
Transamerica Financial Advisors, Inc. January 2015 - May 2015
Westcord Commercial Real Estate June 2014 - September 2014
FB Consumers & Research Services June 2013 - September 2013
Skills
Social Media, Time Management, Marketing Strategy, Facebook, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Teamwork, Photoshop, Mac OS, PC, Online Research, Online Marketing, Marketing Research, English, Tagalog, Market Analysis, Quantitative Research, Qualitative Research, iWork, Direct Marketing, Twitter, Instagram, SWOT analysis, Networking, Organization Skills, Event Planning, Advertising, Windows, Consumer Behaviour
Education
California Lutheran University 2011 — 2015
Bachelor of Science (BS), Business Administration - Marketing, Overall GPA: 3.436 & Major GPA: 3.622
Rio Hondo Preparatory School 2007 — 2011
Grades 9-12
UPS December 2014 - Present
Cegment, Inc. November 2013 - December 2014
Zagg, Inc. May 2013 - September 2013
RestaurantMachine.com August 2012 - August 2013
Wells Fargo April 2011 - May 2013
Transamerica Financial Advisors, Inc. May 2012 - August 2012
UnitedHealth Group August 2011 - December 2011
Skills
Data Analysis, Research, Social Media, Entrepreneurship, Spanish, Microsoft Office, Public Speaking, Griffin Hill Integrity..., Entrepreneurial Strategy, Process Improvement, Brand Management, SPIN Selling, Microsoft Word, Apple SDK, Management, Market Research, Training, Strategic Planning, Sales Management, Investments, Portfolio Management, Sales, Leadership, Finance, Start-ups, Product Development, Retail, Marketing
Education
Brigham Young University 2007 — 2012
Bachelor's of Science, Management Entrepreneurship
Alexander High School 2002 — 2006
Transamerica Financial Advisors, Inc. October 2012 - Present
Century 21 Hometown Realty July 2012 - Present
Self-employed October 2002 - Present
Full Sail Books January 2002 - Present
Worship Ministry Devotions 2012 - 2012
Greg Malik Real Estate Group July 2003 - 2008
Gretchen Potter, Photographer 1995 - 2005
Academe Real Estate 1999 - 2003
Gretchen Potter Photography 1988 - 2000
Gretchen Potter Photography 1988 - 2000
Skills
Personal Finance, Financial Advisory, Public Speaking, Social Media, Social Networking, Wealth Management, Published Author, Books, Ebooks, Business Coaching, Publishing, Buyer Representation, Writing, Non-fiction, Copywriting, Social Media Marketing, Blogging, Entrepreneurship, Creative Writing, Real Estate, eBook Formatting, Listings, Newsletters, Training, Copy Editing, Referrals, Leadership, Management, REO, Condos, Relocation, Fixed Anuities, Long-term Care, Strategic Financial..., Wealth, Insurance
Education
Cal Poly San Luis Obispo 1973 — 1977
Marine Biology and Biological Oceanography
Palos Verdes High School 1969 — 1973
Trajan Wealth LLC September 2002 - Present
Valley Financial Corp March 2010 - Present
Transamerica Financial Advisors, Inc. April 2004 - April 2010
National Planning Corporation (NPC) December 2002 - April 2004
Skills
Insurance, Fixed Annuities, Investments, Retirement, Retirement Planning, Employee Benefits, 401k, 401k Rollovers, Money Management, Income Planning, Fixed Income Portfolio..., Fixed Income Strategies, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Mutual Funds, Financial Advisory, Strategic Financial..., Wealth, Investment Advisory, Series 7, Finance, Life Insurance, Securities, Financial Goals, Disability Insurance, Financial Services, Portfolio Management, Health Insurance, IRAs, Financial Planners, Term Life Insurance, Long-term Care, Estate Planning, Series 63, Financial Planning, Long Term Care Insurance
Education
Campbell University 1993 — 1997
Business
C.H. Robinson October 2013 - Present
Transamerica Financial Advisors, Inc. 2012 - August 2012
Strellner Agency April 2011 - June 2012
Education
Coe College 2010 — 2013
Communications Studies
Transamerica Financial Advisors, Inc. 2014 - 2015
Transamerica Financial Advisors, Inc. 2014 - 2015
Consultant/ Independent Contractor April 2013 - December 2014
Western Union January 2009 - December 2012
Western Union January 2006 - January 2009
Western Union January 2004 - January 2006
Western Union January 2001 - January 2004
Western Union January 1998 - December 2001
Western Union January 1997 - January 1998
Western Union June 1991 - January 1997
Skills
Integrated Marketing, Marketing Strategy, Brand Development, Brand Management, Cross-functional Team..., Marketing Management, Brand Awareness, Product Marketing, Competitive Analysis, Segmentation, Strategic Partnerships, Marketing Communications, Strategic Planning, B2B Marketing, Multi-channel Marketing, Account Management, Product Management, Vendor Management, Direct Marketing, P&L Management, Retail Marketing, Digital Marketing, Customer Acquisition, Market Analysis, Email Marketing, Customer Insight, Strategic Leadership, Shopper Marketing, Account Marketing, Positioning, B2B
Education
Columbia University - Columbia Business School 1985 — 1987
MBA
Dartmouth College 1977 — 1981
B.A.
Transamerica Financial Advisors, Inc. 2012 - Present
Skills
401k, IRAs, Financial Advisory, Investments, Securities, Wealth, Personal Financial..., Portfolio Management, College Savings Plans, 529 Plans, Fixed Annuities, 401k Rollovers, Investment Advisory..., Insurance, FINRA, Finance, Variable Annuities, Roth IRA, Series 65, Wealth Management, Series 6, Mutual Funds, Qualified Retirement..., Pension Funds, Investment Advisory, Retirement Plan..., Financial Analysis, Life Insurance, Retirement Savings, Wealth Accumulation
Education
Brigham Young University 1986 — 1995
MBA
Langley High School 1983 — 1985
Transamerica Financial Advisors, Inc. March 2007 - Present
Skills
Investments, Finance, Securities, Mutual Funds, Entrepreneurship, FINRA, Life Insurance, Fixed Annuities, Retirement, Asset Managment, Insurance, Small Business, Term Life Insurance, Investment Strategies, Sales, Personal Development, Business Planning, Financial Analysis, Asset Management, Variable Annuities, Indexed Annuities, Financial Modeling, Personal Finance, Visionary
Education
California State University-Northridge 2007 — 2010
Bachelor of Science (BS), Business Management
Anderson W. Clark Magnet High 2000 — 2004
Diploma, Science and Technology
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) February 2001 - Present
Investment Advisors International November 2009 - January 2012
World Group Securities April 2002 - January 2012
Self employed May 2002 - August 2008
Education
California State University-Northridge 2008 — 2010
Bachelor of Arts (B.A.), Economics
Reseda High School 1997 — 2001
Uber October 2014 - Present
Transamerica Financial Advisors, Inc. May 2014 - Present
Skills
Troubleshooting, Microsoft Office, Windows, Process Improvement, Training, Call Center, Program Management, Team Leadership, Customer Service, Project Management, Operations Management, Customer Satisfaction, Airlines, Telecommunications, Project Planning, Team Management, Leadership, Aviation, Research, Microsoft Excel, Social Media, Vendor Management, Management
Education
Advance Computing Institute of Technology 2008 — 2010
Associate's degree, Computer Systems Networking and Telecommunications
Philippine State College of Aeronautics, Villamor Air Base, Pasay City 1997 — 2001
Bachelor's degree, Aeronautics/Aviation/Aerospace Science and Technology, General
Don Bosco College Seminary 1996 — 1997
Bachelor's degree, Computer Technology/Computer Systems Technology
Don Bosco Missionary Seminary 1995 — 1996
Don Bosco Juniorate Minor Seminary 1993 — 1995
Immaculate Heart of Mary College 1985 — 1993
Transamerica Financial Advisors, Inc. January 2012 - Present
United States Air Force April 2005 - April 2011
Skills
Military, Risk Management, Strategic Financial..., Retirement Planning, Analysis, Finance, Financial Analysis, Investments, Insurance
Education
Ashford University 2011 — 2012
Bachelor of Business Administration (BBA)
Union Bank Investment Services, LLC August 2008 - Present
Citi Smith Barney (Formerly Citicorp Investment Services) March 2003 - August 2008
Citicorp Investment Services 2003 - 2008
Smith Barney 2003 - 2008
Transamerica Financial Advisors, Inc. March 2000 - March 2003
The Prudential Insurance Company of America 1999 - March 2000
GlenFed Brokerage Services (Subsidiary of Glendale Federal Bank (CA)) 1989 - 1999
Diversified Securities, Inc. 1987 - 1989
Financial Industry Regulatory Authority 1984 - 1987
Education
California State University-Northridge
Bachelor of Science, Finance
Verizon Communications October 2014 - Present
Jiffy Lube October 2013 - October 2014
Transamerica Financial Advisors, Inc. April 2012 - September 2013
Verizon Communications October 1998 - May 2011
Verizon Communications July 2002 - June 2009
Roc-Aire Corp January 1996 - October 1998
Skills
Telecommunications, T1, VoIP, Managed Services, DSL, Telephony, 5ESS, Outside Plant, Unified Communications, Testing, Technical Support, Software Installation, Management, Networking, Call Centers, Troubleshooting, Switches, Cabling, LAN-WAN, Computer Network..., Software Documentation, WAN, System Deployment, Data Center, Security, VPN, Network Design, Network Engineering, Routers, TCP/IP, Leadership, Team Building, Customer Service, Public Speaking
Education
Biola University 1979 — 1981
Bible/Biblical Studies
Fullerton College 1976 — 1979
General Studies
Transamerica Financial Advisors, Inc. July 2013 - Present
JP Morgan Securities January 2012 - June 2013
Skills
Leadership
Education
Baruch College, City University of New York (CUNY)
Transamerica Financial Advisors, Inc. 2010 - Present
Parkland Hospital 1992 - Present
Skills
Healthcare, Customer Service, Investments, Nursing, Hospitals, Securities
Education
Alcorn State University 1977 — 1981
Master's degree, Biology/Biological Sciences, General
Transamerica Financial Advisors, Inc. December 2013 - Present
SmartSource and Insight 2013 - 2013
SmartSource and NCR 2013 - 2013
AtlantaSurplus.com December 2011 - November 2012
Navy Federal February 2008 - October 2011
Hayes Chrysler-Dodge September 2007 - December 2007
Anheuser Marketing April 1998 - September 2007
Skills
Networking, Sales, Customer Service, E-commerce, PowerPoint, Access, Team Building, Captivate, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Team Leadership, Team Management, Learning Management..., PostgreSQL, Windows 7, Windows Server, Windows Vista, Fedora Linux, Packet Tracer, Adobe Photoshop, Adobe Illustrator, Twitter, Facebook, Windows XP Pro, Public Speaking, Spanish-English, Lectora, Camtasia, Lectora Online
Education
Brenau University 2013 — 2015
Masters, Project Management
University of North Georgia
Bachelor of Applied Science, Technology Management
Southwestern Community College
Associates degree, Graphic Arts and Advertising Design
Point Global SRI February 2014 - Present
University of Southern California February 2013 - June 2013
Transamerica Financial Advisors, Inc. February 2013 - June 2013
Industrial and Commercial Bank of China July 2011 - August 2011
Hong Yuan Securities Co. Ltd, Liuzhou, China June 2010 - August 2010
Skills
Economics, Microsoft Excel, Data Analysis, Econometrics, Analysis, Microsoft Office, Financial Modeling, PowerPoint, Public Speaking, Access, Quantitative Analytics, Financial Analysis, Microsoft Word, SQL, Statistics, Matlab, SAS, Quantitative Finance, Stata, SAP, Chinese, Financial Accounting, Supply Chain Operations, Economic Development, Mathematical Statistics, Marketing, Risk Management, Stochastic Differential..., Accounting
Education
University of Southern California 2012 — 2013
Master of Financial Mathematics, Applied Mathematics
California State University-Chico 2010 — 2012
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.7
Huazhong University of Science and Technology 2007 — 2011
Bachelor, Financial Engineering
Menlo Country Club May 2014 - Present
Transamerica Financial Advisors, Inc. November 2014 - April 2015
Michels Pipeline Construction April 2014 - November 2014
Apple Farm Restaurant August 2010 - January 2014
Club 24 August 2008 - August 2010
FC Basketball - Peninsula Jewish Community Center April 2007 - June 2007
Skills
Finance, Sales, Microsoft Excel, Research, Customer Service, Microsoft Office, Accounting, Google Apps, Analysis, Managerial Finance, Team Building, Financial Analysis, Budgets, Risk Management, Leadership, Economics, Sports, Time Management, Access, Data Analysis, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2011 — 2013
Bachelor's degree, Economics
Transamerica Financial Advisors, Inc. March 2015 - Present
Revolution Financial Management January 2013 - Present
Hospitality Consulting Services January 2013 - Present
Airtel Plaza Hotel & Conference Center January 2012 - October 2012
Tishman Hotel Corporation April 2004 - March 2011
THC/Interstate Hotel Corp/Sunstone Hotels September 1998 - April 2004
Interstate Hotels & Resorts December 1995 - September 1998
Marriott International / Interstate Hotels & Resorts July 1993 - December 1995
Marriott International January 1993 - July 1993
Marriott International September 1991 - January 1993
Skills
Contract Negotiations, Concept Generation, Event Management, Food & Beverage, Revenue Management, Account Management, Advertising, Fundraising, Customer Relations, Strategic Planning, Yield Management, Team Leadership, Marketing Strategy, Forecasting, Budgeting, Direct Marketing, P&L Management, Hospitality Industry, Budgets, Restaurants, Hotels, Revenue Analysis, Contract Negotiation, Hospitality Training, Entrepreneurship, Sales and Marketing, Mentoring, Team Building, Direct Sales, Business Planning, Public Speaking, Competitive Analysis, Hospitality Management, Menu Development, Rooms Division, Customer Service, Hospitality, Leadership, Food, Customer Satisfaction, Recruiting, Catering, Training, Pre-opening, Resorts, Sales, Market Planning, Management, Marketing, Hiring
Education
California State University-Long Beach
BS, Business Administration - Management
Transamerica Financial Advisors, Inc. May 2011 - Present
Capital Tao Consulting May 2009 - Present
Fortune Securities, Inc. August 2005 - May 2009
Yuanta Core Pacific Securities June 2000 - August 2006
Skills
Bloomberg Terminal, Econometrics, Programming, Pricing Models, Mandarin, SPSS, SAS, SQL, Java, Statistics, Matlab, Mathematica, C++, Visual Basic, CFA, Risk Management, Portfolio Management, International Project..., Sales Management, Sales Support, Due Diligence, Compliance, Underwriting, Microsoft Office, Asset Management, Financial Analysis, Finance, Investment Management, Chartered Financial..., Fixed Income
Education
Baruch College 2010 — 2011
Continuing Eduction
Certificate in Quantitative Finance 2009 — 2010
Continuing Education
Azusa Pacific University 1995 — 1997
MBA
National Sun Yat-Sen University 1993 — 1994
Graduate School of Physics
National Sun Yat-Sen University 1989 — 1993
BS
Fulton County Government June 2002 - Present
Transamerica Financial Advisors, Inc. May 2013 - Present
Skills
Music, Community Outreach, Library, Program Management, Public Speaking, Blogging, Editing, Grant Writing, Nonprofits, Management, Event Planning, Program Development, Volunteer Management, Research, Fundraising
Education
Carver Bible College 2011 — 2017
Bachelor of Arts (B.A.), Theology/Theological Studies
Atlanta Technical College 2002 — 2005
Associate's degree, Computer Systems Networking and Telecommunications, 4.0
Transamerica Financial Advisors, Inc. December 2009 - Present
Hospitality Consulting October 2009 - Present
The Cosmopolitan of Las Vegas February 2010 - February 2011
Pechanga Resort & Casino September 2006 - October 2009
Pechanga Resort & Casino July 2008 - January 2009
Red Rock Casino Resort and Spa June 2005 - September 2006
Palms Casino Resort August 2001 - June 2005
Four Seasons Hotels and Resorts January 1992 - August 2001
Skills
Hospitality, Customer Experience, Hotel Management, Casino, Hotels, Resorts, Hospitality Industry, Hospitality Management, Pre-opening, Gaming Industry, Customer Service, VIP, Casino Gaming, Revenue Analysis, Leadership, Guest Service Management, Marketing, Process Scheduler, Gaming, Training, Customer Satisfaction, Budgets, Front Office, Food & Beverage, Management, Restaurants, Sales, Tourism, Time Management, Hiring, Team Building, Property Management..., Employee Training, Forecasting, P&L
Education
Cornell University 1989 — 1993
BS, Hotel and Restaurant Management
Taft High School
Stater Bros. Markets July 2005 - Present
Paper or Plastic 101 January 2014 - Present
Stater Brothers Markets July 2005 - Present
Transamerica Financial Advisors, Inc. January 2012 - May 2013
Mayflower Guest Home II September 2009 - December 2011
Vector Marketing September 2003 - October 2003
Skills
Customer Service, PowerPoint, Microsoft Office, Writing, Editing, Photography, Public Relations, Assisted Living, Recruitment/Retention, Documentations, Microsoft Word, Microsoft Excel, Event Planning, Data Entry, Outlook, Social Networking
Education
California State University-Long Beach 2003 — 2009
Bachelor, Communications
California State University-Long Beach 2003 — 2009
Bachelor of Arts in Communications
Robert Avery and Associates, Inc. November 1978 - Present
Transamerica Financial Advisors, Inc. 1978 - Present
Skills
Financial Planning, Retirement Planning, Insurance Planning, Estate Planning, Retirement, Fixed Annuities, Disability Insurance, Wealth, Long-term Care, IRAs, Wealth Management
Education
College for Financial Planning 1990 — 1993
Certified Financial Planner, CFP, Financial Planning and Services
The American College 1986 — 1989
Chartered Life Underwriter, CLU; Chartered Financial Consultant, ChFC, Life Insurance, Estate and Financial Planning
University of Denver 1974 — 1978
BA, Political Science/History
Ft. Hunt High School 1971 — 1974
Aero Financial July 2006 - Present
Transamerica Financial Advisors, Inc. July 2006 - Present
Gleaner Life Ins. 2005 - 2015
Gleaner Tri County Arbor #768 October 2008 - September 2012
Skills
Financial Advisory, Retirement Planning, Investments, Securities, Life Insurance, Employee Benefits, Strategic Financial..., Insurance, FINRA, Financial Services
Education
Baker College Business and Corporate Services 1984 — 1991
Morgan Stanley April 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - April 2014
Morgan Stanley Wealth Management July 2011 - January 2012
Morgan Stanley Wealth Management February 2009 - July 2011
Morgan Stanley Wealth Management January 2007 - February 2009
Digital Federal Credit Union March 2004 - February 2006
Skills
Customer Service, Banking, Typing, Microsoft Office, Microsoft Word, Microsoft Excel, Multi Tasking, Customer Satisfaction, Customer Experience, Outlook, Software Documentation, Training, PowerPoint, Access, Teamwork, Data Entry, Leadership, Process Improvement, Time Management, Call Centers, Troubleshooting
Education
American InterContinental University 2003 — 2004
Fashion/Apparel Design
Whitmer High School 1998 — 2002
Diploma, General Studies
Morongo Casino Resort & Spa November 2006 - Present
Transamerica Financial Advisors, Inc. May 2004 - February 2007
San Manuel Band of Mission Indians August 1994 - November 2005
Skills
Hospitality, Gaming Industry, Casino, Team Building, Employee Engagement, Supervisory Skills, Customer Retention, Marketing Management, Customer Service, Leadership, Management, Training, Marketing, Public Speaking, Sales
Education
University of Redlands 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Crafton Hills College
Difference Financial & Insurance Services November 2011 - Present
United States Marine Corps June 2011 - September 2013
Transamerica Financial Advisors, Inc. June 2004 - April 2009
Skills
Military Transition, Military, Career Transitioning, Government, Security Clearance, Military Operations, Veterans Benefits, Veterans Administration, Career Counseling, Public Speaking, Sales Presentations, Sales Management, Sales, Marketing, Marketing Management, Internet Entrepreneur, Entrepreneurship, Entrepreneurship..., Financial Services, Business Coaching, Professional..., Building Relationships, Business Networking, Social Networking, Recruiting, Passion for Helping..., Inspiring People, Salesforce Training, Marine Corps, Personal Development, Wealth Management, Indexed Annuities, 401k Rollovers, Wealth Accumulation, Client Rapport, Event Planning, Licensed Life Insurance..., Organizational..., Exceptional People..., tax advantaged investing, Indexed Universal Life, Life insurance w/..., Military Experience, Small Business, Coaching, Resume Writing, Staff Development, Training, Conflict Resolution, Employee Training
Education
Chaminade University of Honolulu 2009 — 2011
Unfinished, Philosophy and Religious Studies
Chaminade University of Honolulu 2009 — 2011
Philosophy
Transamerica Financial Advisors, Inc. September 2014 - Present
Waddell & Reed December 2008 - May 2011
Tribune Company December 2000 - December 2008
Skills
Healthcare, Health Insurance, Financial Services, Strategic Communications, Media Relations, Public Speaking, Investments, Small Business, Finance, Financial Advisory, Insurance, Series 63
Education
Columbia College Chicago 1984 — 1988
Bachelor of Arts (BA), Communication and Media Studies
Transamerica Financial Advisors, Inc. 2001 - Present
Skills
Financial Advisory, Wealth Management, Investment Strategies, Securities, Public Speaking, Retirement Planning, 401k, Investment Advisory, Mutual Funds, Investments, Variable Annuities, 401k Rollovers, College Savings Plans, Alternative Investments, Life Insurance, Long-term Care, Separately Managed...
Education
BYU
Bachelor of Science (BS), Sociology
Merced High School
Freedom Equity Group August 2013 - September 2015
Transamerica Financial Advisors, Inc. December 2007 - August 2013
Independent Consultant January 1996 - November 2007
MCI Telecommunications January 1993 - January 1996
Skills
Retirement Planning, Management, Small Business, Strategic Financial..., Finance, Strategic Planning, Team Building, Insurance, Entrepreneurship, Personal Development, Retirement, Wealth Management, Employee Benefits, Time Management, Financial Services, Fixed Annuities, Coaching, New Business Development, Consulting, Life Insurance, Investments, IRAs, Real Estate, Portfolio Management, Project Management, Business Planning, Financial Analysis, 401k, Long-term Care, Disability Insurance, Mutual Funds, Credit, Estate Planning, Mortgage Lending, Asset Management, Telecommunications, Securities, credit restoration
Education
Central Connecticut State University
BA, Communications
Holy Cross High School
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2006 - Present
Investment Advisors International December 2010 - January 2012
World Group Securities October 2007 - December 2010
US Navy January 1985 - February 2005
Skills
Retirement Planning, Investments, IRAs, Retirement, Investment Strategies, Fixed Annuities, Strategic Financial..., Insurance, Mutual Funds, Wealth Accumulation, Estate Planning, 401k, Wealth, Wealth Management, Financial Analysis, Small Business, Securities, 401k Rollovers, Team Building, Financial Advisory, Leadership Development, Budgets, Financial Planners, Investment Advisory, Disability Insurance, Mortgage Lending, Term Life Insurance, Long-term Care, Coaching, Life Insurance, New Business Development, Sales, Series 65, Series 6
Education
University of South Florida 2001 — 2002
CFP(R), Investments and Securities
Chaminade University of Honolulu 1991 — 1993
Master of Business Administration (MBA), Taxation
Florida A&M University 1979 — 1984
Bachelor of Science (BS), Accounting
Moss Point High School 1976 — 1979
Diploma, Business
Command and General Staff College (CGSC)
Transamerica Financial Advisors, Inc. September 2005 - Present
Black Hawk College August 2005 - July 2007
St. Ambrose University 2003 - 2005
Skills
Event Planning, Public Speaking, Leadership, Coaching, Strategic Planning, Leadership Development, Team Building, Management, Training, Small Business, Recruiting, Finance, Insurance, Employee Benefits, Budgets, Sales, Customer Service, Social Media, Public Relations, Social Networking, Microsoft Office, Marketing, Teaching
Education
St. Ambrose University 2004 — 2006
Graduate, Masters of Organizational Leadership
New Mexico State University 2001 — 2004
bachelors, Social Science
Black Hawk College 2000 — 2002
Associates
MUFG Americas January 2011 - Present
Accordent Technologies September 2009 - February 2010
Transamerica Financial Advisors, Inc. April 2005 - August 2009
Farmers Insurance 2002 - 2005
Transamerica 1998 - 2002
Community Development Commission February 1994 - October 1998
Skills
Help Desk Support, Troubleshooting, Networking, Technical Support, Software Documentation, XP, VPN, Windows, Integration, Databases, Hardware, Lotus Notes, Computer Security, Laptops, Active Directory, Software Installation, Visio, Disaster Recovery, Windows Server, Servers, Windows XP, Microsoft Exchange, VMware
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Computer Information Systems, 3.32
Freedom Equity Group February 2013 - Present
Real Estate Investor 1971 - Present
Horizon Financial Group/Fairview Management, LLC 1971 - Present
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
Transamerica Financial Advisors, Inc. 2012 - 2013
Union Bank of California 1968 - 1971
Skills
Investment Properties, Loans, Real Estate, Real Estate Transactions, REO, Mortgage Lending, Negotiation, Small Business, Property Management, FHA, Mortgage Banking, Foreclosures, Residential Homes, Investors, Insurance, Investments, Selling, Real Estate Development, Property, Short Sales, Relocation, Commercial Real Estate, Marketing, Sellers, Brokerage, Sales
Education
Arizona State University 1966 — 1968
MBA, Management, Finance
Rice University 1962 — 1966
BA, Economics/French--Double Major
Transamerica Financial Advisors, Inc. March 2015 - Present
World Financial Group (WFG) April 2014 - Present
University of Southern California February 2014 - Present
Instant Water Technology, LLC February 2013 - February 2014
Southern California Edison May 2012 - July 2012
OriginOil, Inc. March 2012 - May 2012
Transfer Flow, Inc March 2010 - December 2011
Sacramento-Sierra Nevada Section - ASME February 2010 - June 2011
Human Powered Vehicle Competition - ASME June 2007 - April 2010
ASME February 2009 - March 2010
Skills
Financial Services, Team Leadership, Vision Stretching, Microsoft Office, Leadership, Project Planning, Project Management, Positive Team Player, Renewable Energy, Product Development, Design for Manufacturing, Mentoring, Training,..., Social Networking, ANSYS, Maintaining A Positive..., Simulations, Problem Solving, Close Attention to..., Fast Learner / Highly..., Project Engineering, Planning & Organizing, Maintenance & Repair, Operations & Maintenance, Troubleshooting, Heat Transfer, Regulatory Research &...
Education
California State University-Chico 1999 — 2005
BS, Mechanical Engineering
Transamerica Financial Advisors, Inc. October 2012 - Present
Sierra-Lobo Management, Inc. September 2009 - Present
Kendall Signs Inc September 1999 - June 2014
Express Employment Professionals August 2012 - August 2012
Allstate Insurance Agency February 1999 - August 2001
Union Bank of the Philippines March 1992 - December 1998
Union Bank of the Philippines March 1991 - March 1992
Fitness Society 1986 - 1992
Union Bank of the Philippines March 1990 - March 1991
Money Market Association of the Philippines 1990 - 1991
Skills
Project Management, Research, Banking, Business Development, Competitive Analysis, Web Design, Life &Accident Insurance, Microsoft Office, Microsoft Publisher, PowerPoint, Operational Process..., Business Procedure..., Impact Marketing, Middle Management..., Supervisory...
Education
Villanova University 2011 — 2012
Six Sigma Certification Program, 94
Ateneo Graduate School of Business 1985 — 1986
Units Earned, MBA
San Beda College 1978 — 1982
Liberal Arts, Economics
California Department of Insurance
Life, Accident & Health License, License Status: Current
California Department of Motor Vehicles
Traffic School Instructor License, License Status: Current
Transamerica Financial Advisors, Inc. April 2015 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division February 2014 - Present
Riviera Insurance Services 2010 - 2013
Momentous Insurance Brokerage, Inc. 2009 - 2010
Firemans Fund Insurance Company 2006 - 2009
Marsh 2004 - 2006
Answer Financial 2000 - 2004
Zurich North America 1997 - 2000
Zurich North America 1993 - 1997
Skills
Insurance, Personal Financial..., Life Insurance, Employee Benefits, Team Building, Strategic Planning, Strategy, Recruiting, Training, Business Planning, Workers Compensation, Casualty, Sales Operations, Business Development, Sales Management, Salesforce.com, Small Business, Call Centers, Microsoft Office, Business Analysis, Business Process..., Workforce Planning, Cold Calling, Interviews, Lead Generation, Direct Sales, Human Resource..., Operational Planning, Territory..., Team Management, Cross-functional Team..., Key Performance..., HR Policies, Microsoft Word, Workforce Management, Workflow, Operational Excellence, Marketing Strategy, Benchmarking, Cost Benefit, Commissioning, Managerial Finance, HIPAA, Internal Audit, Key Account Management, Logistics Management, Office Management, Creative Writing
Education
Assumption College
BA, History, polictical science
Northwestern University
Executive Management Program
east catholic high school
NFP Advisor Services Group March 2014 - Present
Transamerica Financial Advisors, Inc. April 2009 - March 2014
Vandham Securities March 2001 - July 2011
Knight Securities July 1995 - March 2001
Nash Weiss & Co May 1983 - June 1995
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, College Planning, 529 Plans, Variable Annuities, Fixed Annuities, Mutual Funds, IRAs, 401k, 401k Rollovers, Bonds, Fixed Income Strategies, Trusts, Debt Management, Equities, ETFs, Trading, Chart Analysis, Options, Series 7, Series 24, series 55, Series 63, Series 65
Education
Kutztown University of Pennsylvania 1982 — 1983
Business Management
Bergen Community College 1980 — 1982
business
Paramus High School 1976 — 1980
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
Transamerica Financial Advisors, Inc. February 2014 - Present
Sam's Club June 2009 - Present
Cruz Associates, Inc. February 2008 - July 2008
Grace Welding November 2007 - December 2007
Skills
Retail Sales, Retail, Customer Service, Microsoft Office, Time Management, PowerPoint, C#, VB.NET, x86 Assembly, C++, Teamwork, Photoshop, SQL, JavaScript, HTML, Active DoD Secret..., Access
Education
Austin Peay State University 2003 — 2007
Bachelor's degree, Computer Science and Mathematics, 3.0 GPA
Waubonsee Community College 2001 — 2003
Bachelor's degree, Computer Science
Sotheby's International Realty January 2013 - Present
Transamerica Financial Advisors, Inc. January 2008 - Present
Independent Insurance Broker January 2008 - Present
RE/MAX April 1996 - December 2012
Coldwell Banker Residential Real Estate April 1989 - June 1996
Education
California State University-Los Angeles 1981 — 1984
B.S., Business Administration
GFA Financial Group, LLC June 2003 - Present
Transamerica Financial Advisors, Inc. 1981 - Present
Inter securities,Inc 1985 - 2003
Idex Mutual Fund 1985 - 2003
Western Reserve Life 1981 - 2003
Skills
401k, Retirement Planning, Retirement, Investments, Financial Planning, Estate Planning, Insurance, Investment Advisory, Fixed Annuities, Asset Allocation, Term Life Insurance, Series 63, Wealth Management, IRAs, Mutual Funds, FINRA, Disability Insurance, Life Insurance, 401k Rollovers, Bonds, Investment Strategies, Strategic Financial..., Series 7, Financial Advisory, Securities, Series 6, Employee Benefits, Financial Planners, Wealth, Roth IRA, Variable Annuities, Long Term Care Insurance, Long-term Care, Finance, Financial Services, Wealth Management..., Series 24, Profit Sharing, Personal Financial..., Asset Management, Investment Management, ETFs, Defined Benefit, Pensions, Stocks, Portfolio Management, Series 65, Wealth Accumulation, Retirement Plan..., Alternative Investments
Education
Central College 1969 — 1972
Bachelor's degree, Business Administration and Management, General
Imagine Learning July 2012 - Present
Imagine Learning November 2011 - July 2012
Imagine Learning August 2010 - November 2011
Imagine Learning June 2006 - August 2010
Anticlockwise Pictures October 2003 - January 2009
Art Center College of Design 2003 - 2006
Transamerica Financial Advisors, Inc. 2002 - 2003
Missionary Training Center 2000 - 2002
Skills
Social Media, Salesforce.com, Technical Writing, PPC, Lead Generation, Social Networking, Online Advertising, E-Learning, Team Building, SEO, Microsoft Office, Video Production, Product Development, Product Management, Product Marketing, Product Launch, Software Product..., Advertising, Project Management, Email Marketing, Film, Multimedia, Video, Marketing Communications, Final Cut Pro, Creative Writing, Puns
Education
Brigham Young University 1997 — 2001
B.A., Media Arts, Minor Music
Brigham Young University
Transamerica Financial Advisors, Inc. 1982 - Present
Sound Financial Management, Inc. 1982 - Present
Skills
Finance, Financial Advisory, Securities, Strategic Planning, Investments, 401k, FINRA, Retirement Planning, Financial Planners, Wealth Management, Insurance, Team Building, Life Insurance, Financial Analysis, Retirement, Investment Strategies, Investment Advisory, Managerial Finance, Series 7, IRAs, Fixed Annuities, Account Management, Sales Management
Education
Brigham Young University 1972 — 1978
BA, Communications
Global View Capital Advisors June 2013 - Present
Transamerica Financial Advisors, Inc. January 2004 - June 2013
Skills
PCRA - Schwab 401k/457..., Retirement Planning, IRAs, Roth IRA, 401k, 401k Rollovers, Simple IRA, SEP IRA, Tactical Management, Investment Advisory, Investment Strategies, Private Equity, Alternative Investments, Wealth Management..., Indexed Annuities, Fixed Annuities, Life Insurance
Education
Colorado State University-Global Campus
Bachelor’s Degree
Easter Arizona College
Associate’s Degree
Pima High School
High School
Transamerica Financial Advisors, Inc. April 2014 - Present
Lawrence Delano Tran MD September 2007 - Present
Quest Capital Strategies, Inc. January 2011 - December 2012
Levine Communications Office January 2010 - January 2011
Skills
Microsoft Office
Education
University of California, Los Angeles 2015 — 2017
Certified Financial Planner
California State University-Los Angeles 2008 — 2011
Business Administration, Marketing
Transamerica Financial Advisors, Inc. July 2015 - Present
New York City Fire Department January 2014 - Present
US Army January 2010 - Present
Education
Baruch College 2012 — 2014
Finance, General
Kingsborough Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
VMware 2014 - Present
Transamerica Financial Advisors, Inc. January 2014 - May 2015
Alain Pinel Realtors May 2013 - January 2015
Sunrun August 2011 - January 2013
VMware May 2009 - August 2011
VMware June 2007 - May 2009
Stanford University, R&DE February 2007 - May 2007
Altera Corporation October 1999 - December 2006
Tek Systems April 1999 - October 1999
The Linde Group, Inc. June 1997 - March 1999
Skills
Virtualization, VMware, ITIL, VMware Infrastructure, Microsoft Office, Salesforce.com, Data Center, OS X, XP, SaaS, System Administration, Operating Systems, Enterprise Software, Windows 7, Windows Server, VMware ESX, Vendor Management, Hardware, VMware Workstation, Cloud Computing, Technical Support, Troubleshooting, Software Documentation, Psychology, Mac OS X, Structured Documentation, TCP/IP, Storage, Windows, Google Apps, Salesforce.com..., Management, IT Management, Enterprise Architecture, Windows Server 2008, Windows XP Professional, Sarbanes-Oxley Act, Microsoft Exchange, Real Estate, Real Estate License, Real Estate Contracts, Help Desk Support, Real Estate Transactions, Real Estate Investor, Real Estate Financing, Marketing, Marketing Strategy, Information Technology, Business Strategy, Product Design
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
MBA, Entrepreneurship
University of California, Berkeley 1992 — 1996
BA, Psychology
Stuyvesant High School 1989 — 1992
HS
UBS Investment Bank August 2015 - Present
JPMorgan Chase March 2014 - November 2014
Transamerica Financial Advisors, Inc. September 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, HTML, CSS, JavaScript, Bootstrap, jQuery UI, C++, Ruby, Unix, SQL, PL/SQL, ITIL v3 Foundations...
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Transamerica Financial Advisors, Inc. March 2015 - Present
Assisted Financial Advisory, Business Practice and Marketing Consultant August 2014 - Present
National Association of Professional Women (NAPW) 2014 - 2015
Ameriprise Financial Services, Inc. September 1995 - August 2014
Maloof Sports & Entertainment September 2001 - June 2002
The Money Store January 1998 - July 1998
Skills
Financial Advisory, Retirement Planning, Series 7, Finance, Securities, Retirement, Management, Estate Planning, Financial Planning, Asset Management, Asset Allocation, Integrated Marketing, Marketing Management, Wealth Management, Investments, Financial Services, Marketing Strategy, Long-term Care, Strategic Financial..., Financial Planners, Microsoft Excel, 401k, Insurance, Mutual Funds, Marketing, Leadership, Business Planning, Public Speaking, Business Development, Strategic Planning
Education
College for Financial Planning 2014 — 2015
CRPC - Chartered Retirement Planning Counselor
Yuba College 1992 — 1993
Accounting and bookkeeping
Marysville High School, Marysville CA 1988 — 1991
Dipolma, General
Transamerica Financial Advisors, Inc. September 2014 - April 2015
Accredo - An Express Scripts Company October 2009 - February 2014
IT Resources Corp July 2008 - October 2008
Scientific Games April 2001 - November 2007
Voice Stream October 2000 - February 2001
Dr. Edson Bustamante August 1998 - April 1999
Dr. Pettinato April 1998 - June 1998
Burdines June 1996 - June 1998
Petland Retail Stores June 1994 - June 1996
Chinese Cafe & Teryaki Temple June 1991 - June 1994
Skills
Highly detail oriented, Customer Service, Customer Satisfaction, Data Entry, Management, Call Centers, Training, Troubleshooting, Sales, Great Personality, Great Organizer, Work Ethic, Teamwork, Technical Support, Help Desk Support, Online Research, Passion for Helping..., Photography, Front Office, Dental Assisting, Windows 7, BMC Remedy, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Windows Vista, Windows 2000, Microsoft Windows 98, Cashiering, Cash Management
Education
Concorde Career Institute-Tampa 1997 — 1998
Certification, Dental Assisting/Assistant
Robinson High School
Diploma
Transamerica Financial Advisors, Inc. 2015 - Present
Excellence Real Estate 2013 - 2015
Skills
Entrepreneurship, Success Oriented, Marketing, Management, Sales, Training, New Business Development, Strategic Planning, Business Strategy, Customer Service, Marketing Strategy, Communication, Business Development, Financial Planning, Investment Strategies, Market Development, Start-ups, Money Management, Debt Management, Estate Preservation, Asset Allocation, Contract Negotiation, Negotiation, Mentoring, Team Leadership, Emergency Planning, Cash Flow Management, Customer Experience, Referrals, Marketing Communications, Coaching
Education
California State University-Long Beach
Marketing
Transamerica Financial Advisors, Inc. July 2015 - Present
Carvel Corporation July 2014 - July 2015
Staples July 2013 - August 2013
Wilson Sporting Goods Co. August 2010 - August 2010
Wilson Sporting Goods Co. August 2009 - August 2009
Wilson Sporting Goods Co. August 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Due Diligence, Customer Service, Time Management, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor's Degree, Finance, General, 3.39
City University of New York-College of Staten Island 2014 — 2014
Business Administration
Stony Brook University 2012 — 2014
Electrical and Electronics Engineering
AIG April 2015 - Present
Transamerica Financial Advisors, Inc. December 2013 - April 2015
MetLife 2009 - 2013
MetLife 2008 - 2009
MetLife 2006 - 2008
Education
Rollins College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2003 — 2006
Bachelor of Science (BS), Marketing
Collegium Civitas 1998 — 2001
Licentiate degree, International Relations and Affairs
Mercantile Dining & Provision November 2014 - Present
Denver Dining February 2014 - December 2014
Transamerica Financial Advisors, Inc. January 2014 - April 2014
Abercrombie & Fitch February 2012 - April 2012
Skills
Diligent, Quick Study, Team Building, Team Management, Research Skills, Adaptability, Organizational..., Computer/Technical..., Performance Management, Microsoft Excel, Public Speaking, Customer Service, Time Management, Leadership, IT Service Management, Interviews, Microsoft Office, Research, Social Media
Education
Community College of Denver 2012 — 2013
Business
Claflin University 2011 — 2012
Sports Management
Transamerica Financial Advisors, Inc. February 2015 - Present
AXIANTA Financial Partners, INC July 2014 - February 2015
Evatan Marbek, Inc August 2009 - November 2014
San Diego Discount Furniture August 2011 - August 2013
Zeck Homes, Inc 1996 - 2008
Skills
Real Estate, Real Estate Transactions, Construction, Buyers, Residential Homes, Real Estate Development, Selling, Investment Properties, Contract Negotiation, Investors, Small Business, Investments, Marketing, Negotiation, Sellers, Property Management, Marketing Strategy, Project Management, Real Estate Financing, Entrepreneurship, Business Planning, Project Planning, Insurance, Life Insurance, Health Insurance, Teacher Mentoring, Leadership Development, Team Leadership, Leadership, Financial Planning, Financial Services, Entitlements, Sales, Customer Service, Strategic Planning, Team Building
Education
Colorado State University
Bachelor's degree, Bachelor of Applied Science (B.A.Sc.), Civil Engineering, Industrial Construction Management
Infinity Photography 2005 - Present
Transamerica Financial Advisors, Inc. September 2014 - Present
Granite School District August 1983 - July 2013
Skills
Educational Leadership, Classroom, Curriculum Design, Teacher Training, K-12, Educational Technology, Classroom Management, Financial Planning, Life Insurance, Indexed Annuities, Fixed Annuities, Annuity Sales, Portrait Photography, Fine Art Photography, Landscape Photography, Debt Elimination, Curriculum Development, Public Speaking, Literacy, Teaching, Lesson Planning, Instructional Technology
Education
Brigham Young University 1989 — 1990
Master of Education (MEd), Educational Leadership and Administration, General
University of Utah 1981 — 1983
Bachelor of Science (BS), Elementary Education and Teaching
Transamerica Financial Advisors, Inc. January 2012 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Series 6, IRAs, Strategy, Financial Advisory, Variable Annuities, 401k
Education
The George Washington University 1996 — 1998
Master of Education and Human Resource Development
California State University-Fullerton 1970 — 1975
Political Science, Political Science and Government
Appen May 2015 - Present
Cleaning for You February 2015 - Present
Transamerica Financial Advisors, Inc. April 2014 - Present
Discover Goodwill of Southern & Western Colorado September 2010 - January 2015
Sunrise Senior Living July 2009 - September 2010
The Alzheimer's Association August 2009 - December 2009
Thunder and Buttons II May 2009 - December 2009
Colorado State University September 2005 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Body Language, Grant Writing, Report Writing, Workshop Facilitation, Therapeutic Listening, Goal Setting, Information Retrieval, Competition, Project Management, Money Management, Time Management, Computer Proficiency, Highly motivated..., Community Outreach, Fundraising, Program Development, Nonprofits, Volunteer Management, Event Planning
Education
University of Phoenix-Colorado Campus 2010 — 2013
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Colorado State University 2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General
Transamerica Financial Advisors, Inc. 2013 - Present
Commonwealth Financial Network 2009 - 2013
BNP Paribas 2008 - 2009
The Bank of New York Mellon/Eagle Investment Systems 2007 - 2007
Mirus Capital Advisors 2007 - 2007
ACCION International 2006 - 2006
Kent School 2004 - 2006
U.S. Department of Commerce, Central and Eastern European Division 2004 - 2004
Organization of American States 2001 - 2001
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Alternative Investments, Equities, Financial Analysis, Series 7, Investment Banking, Bloomberg, Hedge Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2007
MS in Finance, Finance
Universite Laval 2004 — 2004
French Language
The George Washington University - School of Business 2000 — 2004
Business Administration, International Business/Spanish
Universidad de Salamanca 2002 — 2003
Business/Economics
iQor 2014 - Present
Transamerica Financial Advisors, Inc. March 2013 - October 2014
Transamerica January 2012 - March 2013
Transamerica Financial Advisors, Inc. February 2008 - January 2012
AEGON Americas April 2005 - January 2006
Macfarlane Ferguson & McMullen, P.A. March 1998 - April 2005
Skills
Insurance, Securities, Litigation Management, Securities Arbitration, Securities Regulation, Investment Advisory, Retail Brokerage, Distribution Agreements, Insurance Litigation, Corporate Transactions, FINRA, Series 7, Series 24, Admitted to Practice as..., Retirement Planning, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Risk Management, Arbitration
Education
Stetson University College of Law
Doctor of Law (JD)
Boston College
Bachelor of Arts (BA), English/Pre-Medicine
Transamerica Financial Advisors, Inc. September 2013 - Present
Transamerica Financial Advisors, Inc. September 2013 - Present
Fidelity Federal Bank March 1996 - March 1998
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Investment Advisory, Risk Management, Long Term Care Insurance, IRAs, Property & Casualty..., Securities, Personal and business..., Annuities, Personal Financial..., Disablity Insurance
Education
University of Phoenix 1996 — 1998
California State Polytechnic University-Pomona 1968 — 1972
Completed four years including 12 units at University of Phoenix, Business Administration and Management, General
Transamerica Financial Advisors, Inc. June 2014 - Present
Paradise 1914 June 2012 - July 2014
Innsolutions June 2007 - May 2008
Vanier Reynolds & Reynolds March 2004 - August 2007
DBS SERVICES January 1999 - October 2003
Skills
New Business Development, Marketing Strategy, Sales Management, Strategic Planning, Business Strategy, Project Coordination, Financial Management, Strategic Partnerships, Account Management, Managerial Finance, Salesforce.com, Business Development, Lead Generation, Leadership, Strategy, CRM, Negotiation, Recruiting, Team Management, Coaching, Team Building, Training, Management, Operations Management, Start-ups, Management Consulting, International Sales, Team Leadership, Cross-functional Team..., Executive Management, Online Marketing, International Business, Marketing, Sales, Contract Negotiation, Selling, B2B, Entrepreneurship, Business Planning, P&L Management, Sales Operations, Sales Process, Marketing Management, Direct Sales, Competitive Analysis, Logistics, Product Marketing, Customer Retention, Key Account Management, Cold Calling
Education
Auburn University 1984 — 1987
yes, HISTORY MAJOR
Transamerica Financial Advisors, Inc. March 2010 - Present
Indiana Academy for Science, Mathematics, and Humanities July 2004 - June 2009
Hamilton Center, Inc. January 2004 - July 2004
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Long-term Care, Non-profits, Research, Insurance, Disability Insurance, Fixed Annuities, Personal Finance, Educational Consulting, Health Insurance
Education
Ball State University 2005 — 2010
Post-Baccalaureate Undergraduate, Pre-Medicine
Indiana University Bloomington 2001 — 2003
M.S., Counseling
Purdue University 1996 — 2001
B.A., Psychology
Thomas Riche and Associates July 2014 - Present
SlightEdge Training and Coaching January 2011 - Present
Legal Shield 1994 - Present
Transamerica Financial Advisors, Inc. March 2013 - June 2014
Tennessee Department of Children's Service 2004 - 2011
Send Out Cards - Distributor 2009 - 2010
United States Air Force 1968 - 1996
Skills
Public Speaking, Team Building, Leadership Development, Career Coach, Real Estate Education, Coaching, Personal Development, Training, Strategic Planning, Graduate Real Estate..., Leadership, Social Media, Staff Development, Human Resources, Organizational..., Entrepreneurship, Small Business, Employee Benefits, Community Outreach, Nonprofits, Program Development, Policy, Marketing, Fundraising, Personnel Management
Education
Webster University 1989 — 1991
MBA, Business
Pepperdine University, The George L. Graziadio School of Business and Management 1978 — 1981
HRM, Management
Chaminade University of Honolulu 1974 — 1977
BGS, Sociology, Business, Psychology
Transamerica Financial Advisors, Inc. December 2013 - Present
Education
Appalachian State University 1977 — 1980
BS, Education
Mitchell Community College 1976 — 1978
BS, Liberal Arts
North Iredell High School 1972 — 1976
High School
Transamerica Financial Advisors, Inc. July 2014 - Present
World Financial Group January 2011 - Present
Skills
Capital Markets, Financial Analysis, Investments, Financial Modeling, Finance, Portfolio Management, Financial Planning, Financial Services, Risk Management, Equities, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Banking
Education
RWTH Aachen University 1988 — 1991
Tianjin University of Science and Technology 1979 — 1983
Transamerica Financial Advisors, Inc. July 2006 - Present
InterSecurities, Inc. July 2006 - September 2009
Raymond James Financial January 1999 - November 2005
Soloman Brothers September 1997 - July 1998
Nippon Credit Bank January 1990 - July 1997
Skills
Customer Experience, Customer Satisfaction, Knowledge Sharing, Instructor-led Training, Problem Solving, Technical Support, Training, Insurance, Securities, Program Management, Sales, Access, Business Analysis, Retirement, Microsoft Excel, Financial Planning, Process Improvement, Mutual Funds, Customer Service, Troubleshooting, Call Center, Series 24, Banking, Life Insurance, Financial Planners, Investment Strategies, Retirement Planning, Selling, Wealth Management..., 401k, Financial Advisory, Investment Advisory, Series 6, Series 7, Financial Services, Management, Portfolio Management, Investment Management, Operations Management, Wealth, Strategic Financial..., IRAs, Series 63, Microsoft Office, FINRA, Investments, Estate Planning, Strategic Planning, Fixed Annuities, Integration
Education
City University of New York City College 1984 — 1986
A.A.S., Dental Technology
Transamerica Financial Advisors, Inc. January 2015 - Present
Transamerica Financial Advisors, Inc. November 2005 - Present
Financial Infrastructure Management June 1996 - November 2013
DWA Technology Group 1983 - 1995
Citi Group 1980 - 1983
Skills
IT Finance, IT Audit and Financial..., Financial Control of..., Governance, Finance, IT Audit, SaaS, Professional Services, Infrastructure, Asset Managment, Mass Mailing, Executive Management, Management Consulting, Asset Management, Budgets, Data Center, Management, Consulting, Entrepreneurship, Telecommunications, Leadership, Enterprise Software, Selling, Business Intelligence, Cloud Computing, Strategy
Education
New Horizons school for computer learning 2013 — 2013
Microsoft MCSE
George Washington University 1982 — 1982
Telecommunications Advanced Degree Certification
State University of New York at Albany 1976 — 1978
City College of San Francisco 1970 — 1971
Associates
Transamerica Financial Advisors, Inc. March 2012 - Present
Judah Financial Services September 2011 - January 2012
Judah Insurance Services, Inc February 2005 - January 2012
Mutual of Omaha March 2005 - March 2010
Fortune Five, LLC 2002 - 2004
Skills
Insurance, Investments, Disability Insurance, Long-term Care, IRAs, Public Speaking, Life Insurance, Financial Advisory, Securities, Finance, Financial Analysis, Management, Marketing, Leadership, Real Estate, Wealth, Fixed Annuities, Strategic Financial..., Equities, Small Business, Long Term Care Insurance, Financial Planners, Financial Services, Term Life Insurance, Retirement Planning, FINRA, Financial Modeling, Roth IRA, Asset Management, Wealth Accumulation, Alternative Investments, Wealth Management, 401k Rollovers, Health Insurance, Portfolio Management, 401k, Valuation, Retirement, Risk Management, Mergers & Acquisitions, Entrepreneurship, Business Planning
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Finance
Capital Resources and Insurance January 1990 - Present
Sudden Money Institute February 2008 - Present
Transamerica Financial Advisors, Inc. 1987 - Present
Financial Planning Association 2012 - 2012
Transamerica Financial Advisors, Inc. 1987 - 2012
Skills
Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Wealth, Financial Planners, Wealth Management, Strategic Financial..., Securities, Estate Planning, Asset Allocation, IRAs, Investments, 401k, Savings, Asset Management, Fixed Annuities, Personal Financial..., Mutual Funds, Series 7, Investment Management, Investment Strategies, Financial Goals, Personal Finance, Wealth Management..., Portfolio Management, Series 63, Employee Benefits, Disability Insurance, Certified Financial..., Insurance, Financial Services, Roth IRA, 401k Rollovers, Series 24, Retirement Plan..., FINRA, Alternative Investments, ETFs, Series 6, Long-term Care, Pensions, College Savings Plans, Term Life Insurance, Holistic Financial..., Money, Wealth Accumulation, Small Business, Life Insurance, Asset Managment
Education
American College 2003 — 2010
MSFS, Financial Services
California State University-Long Beach 1970 — 1974
BS, Zoology
American Income Life Insurance Company July 2015 - Present
Transamerica Financial Advisors, Inc. 2013 - Present
Uptown Marketing Associates April 2006 - Present
Self-employed September 2004 - Present
Skills
Securities, Retirement Planning, Investments, 401k, Estate Planning, Disability Insurance, Fixed Annuities, Financial Services, Long-term Care, Retirement, Strategic Financial..., Term Life Insurance, Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Whole Life, Employee Benefits, Small Business, IRAs, Critical Illness, Financial Planning
Education
Hunter College
Transamerica Financial Advisors, Inc. April 2012 - Present
Skills
Series 7, Series 24, Series 27
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA
Bentley University 1990 — 1994
Bachelor of Science, Accountancy
Transamerica Financial Advisors, Inc. February 2001 - Present
Sky Investments, Inc., a division of Sky Bank November 1996 - February 2001
Skills
Series 7, Mutual Funds, Securities, FINRA, Investment Advisory, Investments, Series 24, Series 65, Series 63
Education
Central Michigan University 1981 — 1986
Bachelor of Science in Business Administration, Finance
St. Charles High School 1977 — 1981
Transamerica Financial Advisors, Inc. January 2011 - Present
Skills
Investments, Insurance, Retirement Planning, Strategic Planning, Public Speaking, Customer Service, Team Building, Microsoft Office, Mortgage Lending, Budgets, Investment Properties, Microsoft Excel
Education
Brigham Young University 1985 — 1991
Bachelor of Arts (BA), Spanish Language and Literature
Sherpa Financial Group 2004 - Present
Transamerica Financial Advisors, Inc. 2004 - Present
The MONY Group 1998 - 2004
Naval Avionics and Delco Electronics 1986 - 1998
Skills
Coordinated Financial..., Investment Management, Insurance Planning, Retirement Planning, Education Planning, Estate Planning, Tax Reduction Strategies, Retirement Plans, Disability Income..., Long-term Care Insurance, Retirement Specialist, Financial Planning, Wealth Management, Retirement, Strategic Financial..., Small Business, Business Planning, Finance, Personal Finance
Education
Society of Certified Retirement Financial Advisors 2005 — 2005
CRFA, Retirement Specialist
College for Financial Planning 1999 — 2002
CFP, Financial Planning
Indiana University-Purdue University at Indianapolis 1982 — 1986
BSME, Mechanical Engineering
Transamerica Financial Advisors, Inc. January 2012 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Education
Biola University 1997 — 2000
Transamerica Financial Advisors, Inc. September 2014 - Present
Transamerica Financial Advisors, Inc. July 2010 - Present
Education
California State University-Northridge 1992 — 1997
Bachelor of Business Administration (BBA), Management Information Systems, General
Oracle August 2015 - Present
Transamerica Financial Advisors, Inc. August 2014 - Present
All Web Leads, Inc. April 2013 - August 2014
All Web Leads, Inc. May 2012 - April 2013
All Web Leads, Inc. August 2011 - May 2012
PCG of Arizona July 2010 - August 2011
Pernix Therapeutics June 2007 - July 2010
University of Louisiana at Monroe 2006 - 2007
University of Texas at Austin 2005 - 2006
Virginia Tech 2004 - 2005
Education
Bowling Green State University 2002 — 2004
Degree: Masters of Education, Administration
Ohio Northern University 1993 — 1998
BA, Public Relations, Communications
Saint Joseph's Collegiate Institute 1989 — 1993
High School
Transamerica Financial Advisors, Inc. VP Advanced SalesISIS1999 - September 2014
Transamerica 1994 - 1999
Transamerica 1992 - 1994
Northern LIfe Insurance 1985 - 1989
Skills
Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planning, Fixed Annuities, Retirement, Estate Planning, Long-term Care
Education
Boston University School of Law 1984 — 1985
LLM, Masters of Tax
Seattle University School of Law 1981 — 1984
JD, Law
University of Washington 1977 — 1981
BA, Business
Transamerica Financial Advisors, Inc. April 2012 - Present
Skills
Securities, Strategic Financial..., Finance, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Wealth Management, Retirement, Estate Planning
Education
California State University-Hayward - School of Business and Economics 2005 — 2007
Bachelor of Science, Finance Minor Economics
Ameriprise Financial Services, Inc. March 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - November 2011
Ameriprise Financial September 2007 - May 2011
Skills
Series 7, Insurance, Retirement Planning, Finance, Financial Advisory, Retirement, Strategic Financial..., Fixed Annuities, Series 63, IRAs, Securities, 401k Rollovers, 401k, Estate Planning, Financial Planning
Education
Bethel University 2001 — 2005
Transamerica Financial Advisors, Inc. January 2012 - Present
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Risk Management, 401k
Education
Brigham Young University 1982 — 1989
Lifetime Wealth Strategies, LLC July 2015 - Present
Atlantic Coast Advisory Group August 2013 - May 2015
Transamerica Financial Advisors, Inc. August 2013 - May 2015
NYLIFE Securities LLC January 2011 - August 2013
Regions Bank 2002 - 2010
Education
Clemson University 1997 — 2002
Bachelor of Science, Financial Management
Transamerica Financial Advisors, Inc. August 2009 - Present
Interscope Pathology Medical Group - Providence Tarzana Medical Center September 2005 - Present
Insight Health / Cardinal Health / Syncor July 2001 - September 2005
Interscope Pathology Medical Group January 1997 - July 2001
Education
California State University-Northridge 2006 — 2008
Bachelor of Science, Marketing and Business Administration - Focus in Supply Chain Management
Agoura High School 1969 — 1973
Transamerica Financial Advisors, Inc. February 2005 - Present
World Financial Group (WFG) February 2005 - Present
Skills
Investments, Marketing, Entrepreneurship, Leadership, Strategic Financial..., Financial Services, Insurance, College Education..., Retirement Planning, Market Research, Financial Analysis, Financial Modeling, Life Insurance, Analysis, Competitive Analysis, Financial Planning
Education
Boston University 2002 — 2004
Master, Computer Science
South China University of Technology 1998 — 2002
BS, Computer Science
Freelance 2013 - Present
Independent Tutoring 2003 - Present
Producer / Director 2005 - Present
Epicenter Pictures 2005 - Present
nxtMODEL March 2012 - 2013
Transamerica Financial Advisors, Inc. June 2011 - 2013
1019 Entertainment July 2010 - September 2010
10X Productions 2005 - 2010
Credo Magazine 2006 - 2009
Shakespeare On the Lawn Summer Stock Theater 2001 - 2009
Skills
Public Speaking, Personal Finance, Film Production, Singing, Russian, Film, Teaching, Acting, Swing Dance, Feature Films, Short Films, Film Festivals, Modeling, Entertainment, Screenwriting, Photography, Post Production, Producing, Theatre, Documentaries, Final Cut Pro, Independent Film, Creative Writing, Video, Music, Storytelling
Education
Academy of Art University 2012 — 2019
Producing for Film, Cinematography and Film/Video Production
Act One 2010 — 2010
Producing and Entertainment Executive Track
University of Denver 2006 — 2010
B.A., International Studies, Russian Language
Pskovskij Gosudarstvennyj Pedagogiceskij Institut (Herzen Pedagogical University) 2008 — 2008
Language Immersion Program, Russian Language
Transamerica Financial Advisors, Inc. 2011 - Present
World Financial Group (WFG) May 2010 - Present
Raymour & Flanigan September 2009 - Present
Bergdorf-Goodman store May 2007 - June 2008
clarins June 2007 - May 2008
Sephora August 2004 - June 2007
Walmart May 2001 - July 2004
Skills
furniture, home design,..., Sales Management, Office Management, Strategic Financial..., Management, Inventory Control, Customer Service, Training, Team Leadership, Public Relations, Sales, Finance, Team Building, Leadership, Store Management, Account Management
Education
Century University 1999 — 2001
MBA, General business managements and administration
Klaipedos Universitetas 1983 — 1987
BA, theater arts
Research Affiliates, LLC April 2010 - Present
Research Affiliates, LLC October 2009 - April 2010
Transamerica Financial Advisors, Inc. March 2006 - June 2009
Financial Network Investment Corporation January 2003 - March 2006
Financial Network Investment Corporation August 2001 - December 2002
Financial Network Investment Corporation September 1998 - August 2001
Associated Securities Corporation March 1996 - August 1998
Skills
Series 7, Investment Advisory, Portfolio Management, Securities, Leadership, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Equities, FINRA, Finance, Hedge Funds, Investments, Financial Advisory
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BS, Business Admin - Finance
Transamerica Financial Advisors, Inc. August 2012 - Present
World Financial Group (WFG) September 2005 - Present
Skills
Strategic Financial..., Fixed Annuities, Insurance, Retirement Planning, Investments, Marketing Strategy, Strategic Planning, Securities, Financial Analysis, Customer Service, Team Leadership, Analysis
Education
University of California, Los Angeles 1993 — 1995
MA, Asian American Studies
Whittier College 1989 — 1993
BA, History
Beijing Normal University 1990 — 1991
Exchange program, Mandarin
Transamerica Financial Advisors, Inc. September 2007 - Present
Department of Public Works July 1989 - Present
County of Los Angeles Department of Public Works July 1989 - Present
Skills
Analysis, Project Planning, Microsoft Office, Public Speaking, Microsoft Excel, Project Management, Strategic Planning, Construction Management, Investments, Civil Engineering, Accounting, Risk Management, 401k, Budgets, Construction, Contract Negotiation, Financial Analysis, Leadership, Contract Management, Strategic Financial..., Management, Business Development, Negotiation, Team Building, Team Leadership, Portfolio Management, Process Improvement, New Business Development, Program Management, Retirement Planning, Financial Modeling, Investment Strategies, PowerPoint, Fixed Annuities, Insurance, Retirement, Finance
Education
California State University-Fullerton 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
California State University-Fullerton 1979 — 1982
BS, Civil Engineer
Transamerica Financial Advisors, Inc. August 2014 - Present
Great-West Financial May 2008 - January 2013
Great-West Financial August 2005 - May 2008
Skills
401k, Series 63, Series 6
Education
Regis University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Colorado State University 1987 — 1992
Bachelor's degree, Marketing
E*TRADE Financial April 2014 - Present
E*TRADE Financial November 2013 - March 2014
E*TRADE Financial June 2010 - November 2013
Transamerica Financial Advisors, Inc. June 2009 - May 2010
Hewlett-Packard January 2000 - May 2009
Hewlett-Packard July 1997 - December 1999
Systems Solutions Group January 1996 - July 1997
Accenture January 1990 - December 1995
Skills
IT Strategy, Team Management, SDLC, Software Project..., SOA, Information Technology, Vendor Management, PMP, IT Management, Agile Methodologies, Agile Project Management, Program Management, Cloud Computing, Software Documentation, Enterprise Architecture, Mobile Devices, Project Portfolio..., Disaster Recovery, PMO, Business Process, Certified Scrum Master..., Security Architecture..., Process Improvement, Business Development, Microsoft Office, MS Project, VBA, Multithreaded..., Java Enterprise Edition, C++, JavaScript, Oracle
Education
California State University-East Bay
Master of Science (MS), Computer Science
Institute for Management Education and Development, Indonesia
Diploma Business Administration, Finance, Business Administration and Management
Bandung Institute of Technology, Indonesia.
Bachelor of Science (BS), Mechanical Engineering
Avanade September 2014 - Present
USAA September 2010 - March 2013
USAA September 2010 - March 2013
Transamerica Financial Advisors, Inc. August 2009 - January 2010
Independent Capital Management February 2009 - July 2009
BBVA Compass April 2005 - April 2008
Skills
Finance, Financial Advisory, Investments, Retirement, Series 7, Securities, Fixed Annuities, Life Insurance, Insurance, Business Analysis, ASP.NET, HTML5, JavaScript, Web Development, Windows Azure, C#, Java
Education
Arizona State University 2004 — 2008
Bachelor in Science, Economics
Arizona State University 2004 — 2008
Bachelor's degree, Economics
Epic Experience October 2014 - Present
Willbros Group, Inc. February 2014 - August 2015
URS Corporation May 2012 - February 2014
Transamerica Financial Advisors, Inc. April 2012 - October 2012
The walking company March 2010 - April 2012
Ritz Camera & Image April 2004 - November 2009
MotoPhoto January 2000 - April 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Solidworks, Customer Service, AutoCAD, Teamwork, Matlab, Sales, Time Management, CADWorx, Databases, Adobe Creative Suite
Education
Colorado Technical University 2011 — 2013
Currently Enrolled in Project Management
Metropolitan State University of Denver 2009 — 2012
Studied Mechanical Engineering Technology
Arapahoe Community College 2005 — 2009
Studied Mechanical Engineering Technology
Regis Jesuit High School 2000 — 2004
Wells Fargo Advisors August 2013 - Present
Kaplan Financial Education October 2007 - Present
Transamerica Financial Advisors, Inc. January 2013 - August 2013
WFG World Group Securities 2007 - 2012
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Life Insurance, Series 6, Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Fixed Annuities
Education
USC 2010 — 2012
Masters of Arts, Education
Cornell University 1984 — 1989
Bachelor of Science, General Studies
California Community Foundation July 2014 - Present
PBGC January 2011 - July 2014
Landmark Land Co., Inc. July 2000 - January 2011
Transamerica Financial Advisors, Inc. 1997 - 2000
Capital Group 1994 - 1997
EY 1992 - 1994
Skills
Investments, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Accounting, Asset Management, Finance, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Auditing
Education
University of Southern California
Bachelor of Science (BS), Accounting
California State University-Fullerton
Master of Arts (MA), Economics
USAA May 2013 - Present
US Army Reserves June 2010 - Present
Transamerica Financial Advisors, Inc. 2012 - April 2013
Safeway August 2010 - September 2012
US Army November 2009 - April 2010
US ARMY May 2008 - November 2009
Access Computer Products Inc 2005 - 2006
The Church of Jesus Christ of Latter-Day Saints 2001 - 2003
Skills
Microsoft Office, PowerPoint, Research, Teaching, Military, Army, Security Clearance, Leadership, Command, Military Operations, Leadership Development, DoD, Military Experience, Team Building, Team Leadership, Government, Public Speaking, Operations Management, Training, Customer Service, Supply Chain Management, Retail, Auditing, Payroll, Schedules, Logistics, Data Analysis, Licensed Life Insurance..., Life Insurance, Fixed Annuities
Education
Colorado State University 1999 — 2006
Business Administration, Business Administration
ccc
Transamerica Financial Advisors, Inc. November 2013 - Present
PSCU June 2010 - August 2013
Broder Bros., Co. March 2005 - October 2008
Skills
Call Center, Credit Cards, Outlook, Customer Service, Credit, Call Centers, Customer Experience, Project Management, Coaching, Training, Contact Centers, Technical Support
Education
Central Florida Institute 2005 — 2005
Certificate, Accredited Claims Adjuster
Washington College 1980 — 1984
Bachelor of Arts (B.A.), American Studies
COUNTRY Financial® July 2014 - Present
Transamerica Financial Advisors, Inc. November 2011 - October 2013
Liberty Tax Service January 2012 - April 2013
Edward Jones April 2011 - July 2011
H&R Block January 2011 - April 2011
Oregon Republican Party December 2009 - January 2010
Portland Community College - Rock Creek November 2008 - June 2009
Equity Group Realtors March 1993 - March 1994
Century 21 Champions April 1991 - March 1993
Apple February 1987 - February 1991
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Sales, Mutual Funds, IRAs, Financial Services, Long Term Care Insurance, Commercial Insurance, Annuities, Auto Insurance, Homeowners Insurance, Education Funding, Investment Solutions, Disability Income..., Farm and Ranch Insurance, Horse Insurance, Renter's Insurance, Pet Insurance
Education
San Jose State University 1985 — 1986
MBA Program
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor's degree, Political Science
Homestead High School, cupertino, CA
Homestead High School, cupertino, CA
Transamerica Premier Insurance November 2013 - Present
Transamerica Financial Advisors, Inc. January 2013 - Present
Skills
Team Building, Employee Benefits, Strategic Planning, Small Business, Insurance, Customer Service, Life Insurance, Sales, Fixed Annuities, Marketing
Education
Baker College Center for Graduate Studies 2000 — 2003
Bachelors, Human Resources
DataLab USA July 2015 - Present
Georgetown University's McDonough School of Business January 2014 - Present
Transamerica Financial Advisors, Inc. August 2012 - September 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2011 - August 2011
Student Tutorship June 2010 - May 2011
Baja Sol October 2009 - December 2010
Beijing International Studies University September 2008 - June 2009
Skills
R, Microsoft Office, Analysis, Java, Stata, Adobe Acrobat, SAS, Matlab, Data Analysis, Statistics, Statistical Data..., Quantitative Research, Statistical Modeling, Research, Microsoft Excel, PowerPoint, Econometrics, Microsoft Word, Python, Bloomberg Terminal, Microsoft SQL Server
Education
Georgetown University 2013 — 2015
Master of Science (MS), Mathematics and Statistics, 3.78/4.00
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Economics; Mathematics, Actuarial Science, 3.56/4.00
Beijing International Studies University 2008 — 2009
Finance, Transfer Credit: 16.80
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) March 2001 - May 2011
Union Local 481 June 2007 - August 2010
Union Local 80 Studio Grip August 1996 - May 2008
Skills
Series 6, Series 63, Series 65, Series 24, Mass. Realtor, MA Notary Public, MA Life Insurance Agent, CA Life Insurance Agent, Video, Film, Camera, Marketing, Retirement, Small Business, Financial Services, Retirement Planning, Fixed Annuities, 401k, Mutual Funds, Wealth, Long-term Care, Wealth Management, Public Speaking, Customer Service, Strategic Planning
Education
Southern New Hampshire University
Bachelor's Degree, Business Marketing/Entrepreneurship
North Shore Community College 2012 — 2014
Associate's Degree, Business, Management, Marketing, and Related Support Services
North Shore Community College 2011 — 2012
Business, Marketing
Santa Monica College 2001 — 2002
College of the Canyons 1986 — 1987
Naah, Computer Science
Crespi Carmelite High School 1982 — 1986
Principal Financial Group April 2015 - Present
ING April 2012 - Present
Voya Financial August 2013 - April 2015
Cetera Financial Group February 2010 - August 2011
ING Advisors Network July 2007 - February 2010
DeWaay Financial Network July 2006 - July 2007
Transamerica Financial Advisors, Inc. January 2005 - July 2006
Principal Financial Group February 2003 - December 2004
Principal Financial Group June 2000 - February 2003
Principal Financial Group March 1999 - June 2000
Skills
Supervisory Skills, Series 24, Series 7, Securities, Series 63, Mutual Funds, Risk Management, FINRA, Uniform Combined State..., Financial Services, 401k, Investments
Education
Cornell College 1990 — 1994
Bachelor of Arts (B.A.), International Business
Transamerica Financial Advisors, Inc. August 2011 - Present
Coalition 2006 - 2011
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2006 — 2011
Choate Rosemary Hall 2003 — 2006
High School
Transamerica Financial Advisors, Inc. April 2012 - Present
New York Life Insurance Company November 2004 - March 2011
Education
Ball State University
Cambridge International, MBA Management and Operations
Transamerica Financial Advisors, Inc. August 2009 - Present
Somis School August 2005 - June 2009
Education
Azusa Pacific University 2005 — 2006
Masters, Physical Education
Bettendorf Financial Group March 2003 - Present
Transamerica Financial Advisors, Inc. January 2000 - February 2003
Life Investors Financial Group, Inc. October 1998 - May 2000
Skills
CERTIFIED FINANCIAL..., FINRA Series 7, 63 & 24, Life Insurance, Personal Financial..., Investments, Retirement Planning
Education
Ashford University 2009 — 2011
Bachelor's degree, Accounting and Finance
Private International Firm September 2014 - May 2015
Transamerica Financial Advisors, Inc. August 2013 - April 2014
Self-Employed January 2010 - January 2014
Société Générale June 2005 - November 2005
City College of New York June 2004 - March 2005
NASA - National Aeronautics and Space Administration June 2001 - May 2004
Skills
Telecommunications, Mobile Devices, Networking, Wireless, Troubleshooting, Mobile Technology, Cold Calling, Leadership, Customer Retention, Product Management, Sales, Microsoft Exchange, VPN, Product Marketing, Competitive Analysis, CRM, Customer Experience, Direct Sales, Solution Selling, Team Leadership, Mobile Communications, Mobile Marketing, Retail Sales, Technical Support, Microsoft Office, Sales Presentations, Software Installation, Computer Hardware, Business to Business..., Marketing Presentation, Sales Presentation, Small Business sales, Brand Ambassador, Business presentations, Information Technology, Marketing Strategy, Cross-functional Team...
Education
2004-2005New Horizons Computer Learning Center (Technical School) 2004 — 2005
2004Bachelors of Business Administration
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor's degree
Liturgical Publications February 2008 - Present
Transamerica Financial Advisors, Inc. June 2006 - December 2007
Allianz Life May 2003 - June 2006
Education
College of St. Benedict 1986 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Self-employed in Steel Construction Industryfor Genunine Parts CoJanuary 1983 - January 2003
Transamerica Financial Advisors, Inc. January 1967 - January 1977
Education
Charleston Southern University 1966 — 1968
BS, Mathematics
Transamerica Financial Advisors, Inc. June 2012 - Present
Greenville County Schools October 2008 - Present
First American National Securities May 1978 - August 1988
Skills
Creative Writing..., Fly Fishing, Public Speaking
Education
Clemson University 1992 — 1998
Master of Education (MEd), English/Language Arts Teacher Education
Bob Jones University 1973 — 1988
Bachelor of Science (BS), English Education and Teaching, Senior High
Transamerica Financial Advisors, Inc. August 2014 - Present
Education
Chemeketa Community College 2011 — 2014
Associate's Degree, Accounting
Transamerica Financial Advisors, Inc. January 1994 - Present
Skills
Fixed Annuities, Roth IRA, Licensed Life & Health..., 401k Rollovers, General Securities..., Personal Financial..., IRAs, SEP IRA, Variable Annuities, Term Life Insurance, 401k, Solo 401k, Mutual Funds, Tax Free Income, Universal Life, sales, Customer Service, Life Insurance
Education
California State University-Sacramento
Chabot College
Associate's Degree
University of Phoenix
Bachelor's Degree, Business Management