Transamerica Financial Advisors, Inc.
Industry: Company
DescriptionFounded: 1967 Parent organization: Aegon N.V.
Transamerica Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Transamerica Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Transamerica Financial Advisors, Inc. Salaries. You can even request information on how much does Transamerica Financial Advisors, Inc. pay if you want to. Learn about salaries, pros and cons of working for Transamerica Financial Advisors, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
587 Transamerica Financial Advisors, Inc. employees in database. Find out everything there's to know about Transamerica Financial Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Transamerica Financial Advisors, Inc. Employees
Employee
Years
Job
Industry
Patrick McAndrew Patrick McAndrew's Transamerica Financial Advisors, Inc. Experience March 2003 - June 2012
Job Financial Advisor
Industry Financial Services
Experience
SGC Financial May 2014 - Present
306TH POC (SD) August 2012 - Present
Transamerica Financial Advisors, Inc. March 2003 - June 2012
Skills
Leadership, Leadership Development, Personal Financial..., Life Insurance, Fixed Annuities, Health Insurance, Military, Army, Customer Service, Training, Retirement, Public Speaking, Management, Team Building, Coaching, Investments, Financial Services, Insurance, Risk Management
Education
Golden Gate University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mt. San Antonio College 2009 — 2010
General Education
SGC Financial May 2014 - Present
306TH POC (SD) August 2012 - Present
Transamerica Financial Advisors, Inc. March 2003 - June 2012
Skills
Leadership, Leadership Development, Personal Financial..., Life Insurance, Fixed Annuities, Health Insurance, Military, Army, Customer Service, Training, Retirement, Public Speaking, Management, Team Building, Coaching, Investments, Financial Services, Insurance, Risk Management
Education
Golden Gate University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mt. San Antonio College 2009 — 2010
General Education
Jean Ni Li Jean Ni Li's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Financial Advisor/Marketing Director at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
Lee Communications & Consulting, LLC June 2006 - Present
China Media September 2010 - January 2012
People's Daily November 2003 - November 2007
KBOO-FM March 2006 - November 2006
meZZme 2001 - 2003
Saatchi & Saatchi 1999 - 2001
Ogilvy & Mather 1997 - 1999
Skills
Multi-linguistic, strong organization..., Critical thinking and..., project managerment and..., Public Relations, Blogging, Advertising, Project Management, Integrated Marketing, Strategic Financial..., Personal Financial..., Marketing, Sales, Leadership, Event Management, Marketing Communications, Marketing Research, Marketing Strategy, B2B, Social Media Marketing, Strategy, Strategic Planning, Project Planning, Training, Start-ups, Business Planning, Entrepreneurship
Education
Marylhurst University 2008 — 2010
Master, MBA
Transamerica Financial Advisors, Inc. January 2012 - Present
Lee Communications & Consulting, LLC June 2006 - Present
China Media September 2010 - January 2012
People's Daily November 2003 - November 2007
KBOO-FM March 2006 - November 2006
meZZme 2001 - 2003
Saatchi & Saatchi 1999 - 2001
Ogilvy & Mather 1997 - 1999
Skills
Multi-linguistic, strong organization..., Critical thinking and..., project managerment and..., Public Relations, Blogging, Advertising, Project Management, Integrated Marketing, Strategic Financial..., Personal Financial..., Marketing, Sales, Leadership, Event Management, Marketing Communications, Marketing Research, Marketing Strategy, B2B, Social Media Marketing, Strategy, Strategic Planning, Project Planning, Training, Start-ups, Business Planning, Entrepreneurship
Education
Marylhurst University 2008 — 2010
Master, MBA
Sofia Snodgrass Sofia Snodgrass's Transamerica Financial Advisors, Inc. Experience September 2002 - November 2014
Job SR New Business Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Wold Financial Group September 2006 - November 2014
Transamerica Financial Advisors, Inc. September 2002 - November 2014
World Financial Group September 2002 - November 2014
World Financial Group January 2004 - January 2006
World Financial Group January 2002 - January 2003
SOFIA Y. SNODGRASS January 2000 - January 2002
Bechtel Corporation January 1999 - November 1999
Bechtel Overseas Corp January 1999 - November 1999
Hotel Las Américas Resort , Spa y Centro de Convenciones March 1996 - October 1998
Hotel Las Americas 5 starts January 1996 - January 1998
Skills
Mutual Funds, Strategic Financial..., English-Spanish, Leadership, Microsoft Excel, Insurance, Management, Financial Statements, Databases, Access, Outlook, Data Entry, Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Project Management, Strategic Planning
Education
Gwinnett Technical College 2002 — 2005
Diploma, Office Business Technology
Gwinnett Technical College 2001 — 2005
Diploma, General Office Occupations and Clerical Services
Pedro Ruiz Gallo 1967 — 1981
High School
Pedro Ruiz Gallo
High School Diploma
Wold Financial Group September 2006 - November 2014
Transamerica Financial Advisors, Inc. September 2002 - November 2014
World Financial Group September 2002 - November 2014
World Financial Group January 2004 - January 2006
World Financial Group January 2002 - January 2003
SOFIA Y. SNODGRASS January 2000 - January 2002
Bechtel Corporation January 1999 - November 1999
Bechtel Overseas Corp January 1999 - November 1999
Hotel Las Américas Resort , Spa y Centro de Convenciones March 1996 - October 1998
Hotel Las Americas 5 starts January 1996 - January 1998
Skills
Mutual Funds, Strategic Financial..., English-Spanish, Leadership, Microsoft Excel, Insurance, Management, Financial Statements, Databases, Access, Outlook, Data Entry, Team Leadership, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Project Management, Strategic Planning
Education
Gwinnett Technical College 2002 — 2005
Diploma, Office Business Technology
Gwinnett Technical College 2001 — 2005
Diploma, General Office Occupations and Clerical Services
Pedro Ruiz Gallo 1967 — 1981
High School
Pedro Ruiz Gallo
High School Diploma
Thomas Drennan's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Accounting
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) December 2002 - Present
THOMAS E DRENNAN, CPA January 1994 - Present
Klein Tools, Inc. June 1986 - December 2001
Vaco Products Company August 1975 - June 1986
Bansley & Kiener September 1972 - August 1975
Arthur Andersen & Co. June 1970 - September 1972
Education
Loyola University Chicago 1966 — 1970
Bachelor of Business Administration (BBA), Public Accounting
Brother Rice High School 1962 — 1966
Diploma, Honors
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) December 2002 - Present
THOMAS E DRENNAN, CPA January 1994 - Present
Klein Tools, Inc. June 1986 - December 2001
Vaco Products Company August 1975 - June 1986
Bansley & Kiener September 1972 - August 1975
Arthur Andersen & Co. June 1970 - September 1972
Education
Loyola University Chicago 1966 — 1970
Bachelor of Business Administration (BBA), Public Accounting
Brother Rice High School 1962 — 1966
Diploma, Honors
Austin Lewis, CFP®'s Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Financial Guidance for Young Adults and Families
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. May 2015 - Present
Education
Golden Gate University, Edward S. Ageno School of Business 2015 — 2017
Master’s Degree, Financial Planning & Taxation
Liberty University 2012 — 2014
Bachelor of Science, Business Administration: Financial Planning
Transamerica Financial Advisors, Inc. May 2015 - Present
Education
Golden Gate University, Edward S. Ageno School of Business 2015 — 2017
Master’s Degree, Financial Planning & Taxation
Liberty University 2012 — 2014
Bachelor of Science, Business Administration: Financial Planning
Jonathan Wright, MBA Jonathan Wright, MBA's Transamerica Financial Advisors, Inc. Experience July 2014 - Present
Job Financial Advisor/ Coach
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2014 - Present
Naval Sea Systems Command August 2009 - Present
Myers Park Mortgage February 2009 - April 2010
NVR Inc/Ryan Homes July 2007 - January 2009
Northrop Grumman May 2003 - May 2007
Lehman Brothers May 2002 - August 2002
Skills
Entrepreneurship, Financial Analysis, Investments, Financial Modeling, Public Speaking, Investment Properties, Government Accounting, Financial Planning, Accounting, Financial Management, Mortgage, Valuation, Excel, Corporate Finance, Budgeting, Strategic Planning, Managerial Finance, Microsoft Excel, Program Management, Budgets, Finance, Strategic Financial..., Mortgage Lending, Project Management, Mergers & Acquisitions, Business Strategy, Leadership, Auditing, Strategy, Analysis, Financial Reporting, Due Diligence, Business Development
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Executive MBA, Business
Hampton University 1999 — 2003
BS, Finance
Transamerica Financial Advisors, Inc. July 2014 - Present
Naval Sea Systems Command August 2009 - Present
Myers Park Mortgage February 2009 - April 2010
NVR Inc/Ryan Homes July 2007 - January 2009
Northrop Grumman May 2003 - May 2007
Lehman Brothers May 2002 - August 2002
Skills
Entrepreneurship, Financial Analysis, Investments, Financial Modeling, Public Speaking, Investment Properties, Government Accounting, Financial Planning, Accounting, Financial Management, Mortgage, Valuation, Excel, Corporate Finance, Budgeting, Strategic Planning, Managerial Finance, Microsoft Excel, Program Management, Budgets, Finance, Strategic Financial..., Mortgage Lending, Project Management, Mergers & Acquisitions, Business Strategy, Leadership, Auditing, Strategy, Analysis, Financial Reporting, Due Diligence, Business Development
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Executive MBA, Business
Hampton University 1999 — 2003
BS, Finance
Sindy (jiaxin) Huang Sindy (jiaxin) Huang's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Transamerica Financial Advisors
Industry Marketing and Advertising
Experience
Transamerica Financial Advisors, Inc. October 2014 - Present
Studio19 Architects November 2014 - February 2015
Peng & Weber, PLLC August 2014 - October 2014
Shanghaiexpat June 2011 - August 2012
Amway December 2009 - June 2011
Asia Aluminum Holding Group December 2008 - January 2010
Skills
Social Networking, Teamwork, Web Design, Social Media Marketing, Microsoft Office, Management, Microsoft Word, Microsoft Word, Excel..., Photoshop, Japanese business..., Japanese Language..., GMAT, E-commerce, Picasa, Google Sites, iMovie, Adsense, Google Adwords, Video Editing, Google Analytics, Search engine..., Online Marketing, Mobile Marketing, SWOT analysis, Portfolio Management, Financial Analysis, ESRI GIS Business..., Sketching, Gouache, PowerPoint, Public Speaking, Customer Service, Event Planning, Marketing, Leadership
Education
Murray State University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
South China Normal University 2007 — 2011
Bachelor's Degree, Japanese language and Interpretation for Foreign Affairs
Transamerica Financial Advisors, Inc. October 2014 - Present
Studio19 Architects November 2014 - February 2015
Peng & Weber, PLLC August 2014 - October 2014
Shanghaiexpat June 2011 - August 2012
Amway December 2009 - June 2011
Asia Aluminum Holding Group December 2008 - January 2010
Skills
Social Networking, Teamwork, Web Design, Social Media Marketing, Microsoft Office, Management, Microsoft Word, Microsoft Word, Excel..., Photoshop, Japanese business..., Japanese Language..., GMAT, E-commerce, Picasa, Google Sites, iMovie, Adsense, Google Adwords, Video Editing, Google Analytics, Search engine..., Online Marketing, Mobile Marketing, SWOT analysis, Portfolio Management, Financial Analysis, ESRI GIS Business..., Sketching, Gouache, PowerPoint, Public Speaking, Customer Service, Event Planning, Marketing, Leadership
Education
Murray State University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
South China Normal University 2007 — 2011
Bachelor's Degree, Japanese language and Interpretation for Foreign Affairs
Heather Perdelwitz's Transamerica Financial Advisors, Inc. Experience November 2002 - Present
Job Branch Office Manager
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. November 2002 - Present
Hertz March 2012 - June 2013
Toys For Tots December 2011 - December 2011
A+ Mortgage November 2002 - March 2007
Skills
Small Business, Leadership, Team Building, Coaching, Leadership Development, Employee Benefits, Team Leadership, Human Resources, Recruiting, Business Development, Outgoing, Fast Paced, Customer Obsessed, Staff Development, Succession Planning, Business Networking, Building Relationships, Management Consulting, Mortgage Lending, Organizational...
Education
Saint Martin's College 2013 — 2015
Master of Business Administration (M.B.A.)
Kaplan University 2009 — 2011
Bachelor of Science, Business Administration
South Puget Sound Community College 1999 — 2001
Associates, General Studies
Timberline High School 1994 — 1997
Diploma, Business
Transamerica Financial Advisors, Inc. November 2002 - Present
Hertz March 2012 - June 2013
Toys For Tots December 2011 - December 2011
A+ Mortgage November 2002 - March 2007
Skills
Small Business, Leadership, Team Building, Coaching, Leadership Development, Employee Benefits, Team Leadership, Human Resources, Recruiting, Business Development, Outgoing, Fast Paced, Customer Obsessed, Staff Development, Succession Planning, Business Networking, Building Relationships, Management Consulting, Mortgage Lending, Organizational...
Education
Saint Martin's College 2013 — 2015
Master of Business Administration (M.B.A.)
Kaplan University 2009 — 2011
Bachelor of Science, Business Administration
South Puget Sound Community College 1999 — 2001
Associates, General Studies
Timberline High School 1994 — 1997
Diploma, Business
Curtis J. Williams's Transamerica Financial Advisors, Inc. Experience October 2012 - Present
Job Wealth Coach | Music Exec | Entrepreneur |
Industry Entertainment
Experience
Transamerica Financial Advisors, Inc. October 2012 - Present
HHE Enterprise March 2006 - Present
Intelliteach June 2010 - September 2012
Skills
Leadership, Customer Service, Project Planning, Public Speaking, Marketing Strategy, Financial Planning, Business Development, Social Networking, Event Management, Time Management, Customer Satisfaction, Operations Management, Personal Finance, Social Media, Event Planning
Education
Georgia Southern University 2005 — 2010
Bachelor of Arts (B.A.), Logistics and Intermodal Transportation
Georgia Southern University 2005 — 2009
Bachelor of Arts (B.A.), Information Systems
Paine College 2005 — 2005
Transamerica Financial Advisors, Inc. October 2012 - Present
HHE Enterprise March 2006 - Present
Intelliteach June 2010 - September 2012
Skills
Leadership, Customer Service, Project Planning, Public Speaking, Marketing Strategy, Financial Planning, Business Development, Social Networking, Event Management, Time Management, Customer Satisfaction, Operations Management, Personal Finance, Social Media, Event Planning
Education
Georgia Southern University 2005 — 2010
Bachelor of Arts (B.A.), Logistics and Intermodal Transportation
Georgia Southern University 2005 — 2009
Bachelor of Arts (B.A.), Information Systems
Paine College 2005 — 2005
CARLO PEPITO CARLO PEPITO's Transamerica Financial Advisors, Inc. Experience November 2010 - Present
Job Financial Services Professional, Entrepreneur
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. November 2010 - Present
DaVita January 2009 - April 2011
Southwest Healthcare July 2007 - January 2009
Skills
Customer Service, Strategic Planning, Entrepreneurship, Retirement, Long-term Care, Insurance, 401k, Strategic Financial..., Public Speaking, Fixed Annuities, Life Insurance, Marketing, Series 63, Securities, Small Business, Retirement Planning, Microsoft Excel, Budgets, Disability Insurance, Project Planning, Mutual Funds, Financial Analysis, IRAs, Roth IRA, Social Networking, Financial Advisory, Financial Planners, Employee Benefits, Investments, Finance, Sales, Financial Services
Education
University of Saint La Salle 1999 — 2001
Undergraduate Bachelor of Laws (LLB)
University of San Jose - Recoletos 1997 — 1999
Master of Business Administration (M.B.A.)
Mindanao State University 1992 — 1996
BSN
Assumption Academy of Compostela 1988 — 1992
High School
Transamerica Financial Advisors, Inc. November 2010 - Present
DaVita January 2009 - April 2011
Southwest Healthcare July 2007 - January 2009
Skills
Customer Service, Strategic Planning, Entrepreneurship, Retirement, Long-term Care, Insurance, 401k, Strategic Financial..., Public Speaking, Fixed Annuities, Life Insurance, Marketing, Series 63, Securities, Small Business, Retirement Planning, Microsoft Excel, Budgets, Disability Insurance, Project Planning, Mutual Funds, Financial Analysis, IRAs, Roth IRA, Social Networking, Financial Advisory, Financial Planners, Employee Benefits, Investments, Finance, Sales, Financial Services
Education
University of Saint La Salle 1999 — 2001
Undergraduate Bachelor of Laws (LLB)
University of San Jose - Recoletos 1997 — 1999
Master of Business Administration (M.B.A.)
Mindanao State University 1992 — 1996
BSN
Assumption Academy of Compostela 1988 — 1992
High School
James Schwartz James Schwartz's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Executive Marketing Director at WFG
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2007 - Present
WFG World Group Securities 2010 - 2012
Century 21 2005 - 2007
US Army 2000 - 2005
Brookline Country Club 1997 - 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Investments, Public Speaking, PowerPoint, Risk Management, Microsoft Word, Insurance, Social Media
Education
Salem State University 1997 — 2000
Bachelor of Arts (B.A.), History
Marion Military Institute 1995 — 1997
Associate's degree, Military Science and Operational Studies
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) 2007 - Present
WFG World Group Securities 2010 - 2012
Century 21 2005 - 2007
US Army 2000 - 2005
Brookline Country Club 1997 - 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Investments, Public Speaking, PowerPoint, Risk Management, Microsoft Word, Insurance, Social Media
Education
Salem State University 1997 — 2000
Bachelor of Arts (B.A.), History
Marion Military Institute 1995 — 1997
Associate's degree, Military Science and Operational Studies
Ruijie Zhou Ruijie Zhou's Transamerica Financial Advisors, Inc. Experience August 2012 - Present
Job Independent Financial Planner
Industry Financial Services
Experience
Blue Devil Toastmasters June 2014 - Present
Transamerica Financial Advisors, Inc. August 2012 - Present
Toastmasters International May 2012 - Present
Tong Visual Studio July 2010 - December 2012
NY Tech Meetup 2012 - 2012
Nanyang Technological University October 2008 - March 2010
Skills
Public Speaking, Production Stills, Digital Capture, Stills, Landscape Photography, Editorial Portraiture, Strobe Lighting, Photo Management, Digital Darkroom, Public Relations, Celebrity Photography, Non-profits, Portrait Photography, Photography, Family Photography, business headshot, children portrait, Time-lapse, Computer Hardware, Computer Repair, Camera Operating, Data Analysis, Literature Reviews, Business Networking, Campain organizing, Entrepreneurship, Digital Photography, Social Networking, Travel Photography, Graphic Design, Genomics
Education
Nanyang Technological University 2003 — 2009
PhD program in Genetics, Molecular Biology
Nankai University 1997 — 2001
Bachelor of Science (B.Sc.), Biochemistry and Molecular Biology
Blue Devil Toastmasters June 2014 - Present
Transamerica Financial Advisors, Inc. August 2012 - Present
Toastmasters International May 2012 - Present
Tong Visual Studio July 2010 - December 2012
NY Tech Meetup 2012 - 2012
Nanyang Technological University October 2008 - March 2010
Skills
Public Speaking, Production Stills, Digital Capture, Stills, Landscape Photography, Editorial Portraiture, Strobe Lighting, Photo Management, Digital Darkroom, Public Relations, Celebrity Photography, Non-profits, Portrait Photography, Photography, Family Photography, business headshot, children portrait, Time-lapse, Computer Hardware, Computer Repair, Camera Operating, Data Analysis, Literature Reviews, Business Networking, Campain organizing, Entrepreneurship, Digital Photography, Social Networking, Travel Photography, Graphic Design, Genomics
Education
Nanyang Technological University 2003 — 2009
PhD program in Genetics, Molecular Biology
Nankai University 1997 — 2001
Bachelor of Science (B.Sc.), Biochemistry and Molecular Biology
Lucius Malcolm Lucius Malcolm's Transamerica Financial Advisors, Inc. Experience 1995 - Present
Job Chartered Financial Consulatant
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. 1995 - Present
Education
The American College 2005 — 2010
Chartered Financial Consultant
Florida State University 1970 — 1975
Bachelors degree in Music
The American College
Transamerica Financial Advisors, Inc. 1995 - Present
Education
The American College 2005 — 2010
Chartered Financial Consultant
Florida State University 1970 — 1975
Bachelors degree in Music
The American College
Dale Lambright Dale Lambright's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) March 2010 - Present
Skills
Retirement, Annuities, Retirement Planning, IRA's, Financial Planning, 401k, Investment Advisory, IRAs, Financial Advisory, Fixed Annuities, Investments
Education
Indiana State University 2004 — 2005
Bachelor of Science, Aviation Flight
Vincennes University 2000 — 2002
Associate in Science, Aviaition Flight
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) March 2010 - Present
Skills
Retirement, Annuities, Retirement Planning, IRA's, Financial Planning, 401k, Investment Advisory, IRAs, Financial Advisory, Fixed Annuities, Investments
Education
Indiana State University 2004 — 2005
Bachelor of Science, Aviation Flight
Vincennes University 2000 — 2002
Associate in Science, Aviaition Flight
Abby Clark Abby Clark's Transamerica Financial Advisors, Inc. Experience October 2005 - November 2007
Job AVP, Business Relationships, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions November 2007 - January 2011
Transamerica Financial Advisors, Inc. October 2005 - November 2007
Transamerica July 1999 - April 2005
Skills
Strategic Planning, 401k, Relationship Management, Defined Benefit, Series 6, Series 63, Retirement, Mutual Funds, Pensions, Defined Contribution, Qualified Retirement...
Education
Kirkwood Community College
Mount Mercy University
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions November 2007 - January 2011
Transamerica Financial Advisors, Inc. October 2005 - November 2007
Transamerica July 1999 - April 2005
Skills
Strategic Planning, 401k, Relationship Management, Defined Benefit, Series 6, Series 63, Retirement, Mutual Funds, Pensions, Defined Contribution, Qualified Retirement...
Education
Kirkwood Community College
Mount Mercy University
Juan Carlos Villalobos Juan Carlos Villalobos's Transamerica Financial Advisors, Inc. Experience February 2005 - June 2013
Job SUNBRIGHT Wealth Management & Financial Planning
Industry Financial Services
Experience
SUNBRIGHT Wealth Management and Financial Planning LLC January 2014 - Present
Transamerica Financial Advisors, Inc. February 2005 - June 2013
LAPTV 1997 - 2006
Skills
Retirement Planning, Strategic Financial..., Investments, 401k, Strategic Planning, Fixed Annuities, Mutual Funds, Financial Planning, Retirement, Wealth Management, Insurance, IRAs, Life Insurance, Financial Advisory, Financial Services, Small Business, Finance, Marketing, Investment Advisory, Financial Analysis, Series 63, Long-term Care, Series 6, Team Leadership
Education
Kennesaw State University 1998 — 1999
MBA, Finance and Entrepreneurship
Georgia State University 1994 — 1997
BBA, Finance
SUNBRIGHT Wealth Management and Financial Planning LLC January 2014 - Present
Transamerica Financial Advisors, Inc. February 2005 - June 2013
LAPTV 1997 - 2006
Skills
Retirement Planning, Strategic Financial..., Investments, 401k, Strategic Planning, Fixed Annuities, Mutual Funds, Financial Planning, Retirement, Wealth Management, Insurance, IRAs, Life Insurance, Financial Advisory, Financial Services, Small Business, Finance, Marketing, Investment Advisory, Financial Analysis, Series 63, Long-term Care, Series 6, Team Leadership
Education
Kennesaw State University 1998 — 1999
MBA, Finance and Entrepreneurship
Georgia State University 1994 — 1997
BBA, Finance
Tara Susalski Tara Susalski's Transamerica Financial Advisors, Inc. Experience February 2014 - January 2015
Job Fidelity Investments, Inc.
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Transamerica Financial Advisors, Inc. February 2014 - January 2015
US Health Group August 2013 - February 2014
ProActive Physical Therapy May 2013 - August 2013
Education
Metropolitan State College of Denver 2009 — 2013
Bachelor of Science (BS), Adult Fitness and Exercise Science
Fidelity Investments February 2015 - Present
Transamerica Financial Advisors, Inc. February 2014 - January 2015
US Health Group August 2013 - February 2014
ProActive Physical Therapy May 2013 - August 2013
Education
Metropolitan State College of Denver 2009 — 2013
Bachelor of Science (BS), Adult Fitness and Exercise Science
Wyndell Wright Wyndell Wright's Transamerica Financial Advisors, Inc. Experience March 2015 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2015 - Present
Municipal Energy Consultants, LLC December 2007 - December 2014
Skills
Energy, Strategic Planning, Sales Management, Marketing Strategy, Product Development, Business Strategy, Entrepreneurship, Project Finance, Renewable Energy, Finance, Business Development, Strategic Partnerships, Project Management
Education
Harvard Law School 1983 — 1986
J.D.
University of Southern California 1979 — 1983
BA, Economics
Transamerica Financial Advisors, Inc. March 2015 - Present
Municipal Energy Consultants, LLC December 2007 - December 2014
Skills
Energy, Strategic Planning, Sales Management, Marketing Strategy, Product Development, Business Strategy, Entrepreneurship, Project Finance, Renewable Energy, Finance, Business Development, Strategic Partnerships, Project Management
Education
Harvard Law School 1983 — 1986
J.D.
University of Southern California 1979 — 1983
BA, Economics
Sandra (Sandy) Brown, CPA, PFS, CGMA Sandra (Sandy) Brown, CPA, PFS, CGMA's Transamerica Financial Advisors, Inc. Experience 1999 - 2009
Job Available for Board Director | CEO | President | CFO | COO | Wealth Management | SOX Financial Expert | Mutual Funds
Industry Financial Services
Experience
SB Consulting 2009 - Present
Transamerica Financial Advisors, Inc. 1999 - 2009
Transamerica Securities Sales Corp. (1998-2009) 1998 - 2009
Bank of America (Security Pacific), World Horizon Funds 1990 - 1998
Chemical Bank (Texas Commerce Bank) 1986 - 1990
Skills
Board of Director..., Executive Management, Financial Services, Investments, Wealth Management, Sarbanes-Oxley, Mutual Funds, Securities, Strategic Financial..., Mergers & Acquisitions, Sales Management, Registered Investment..., Insurance, Finance, Banking, Strategy, Financial Advisory, Business Strategy, Risk Management, Broker-Dealer, Series 7, Life Insurance, Financial Analysis, Due Diligence, Mergers, Investment Management, Retirement, Leadership, Operations Management, Financial Risk, Retirement Planning, Series 63, Investment Advisory, Strategic Planning, Investment Strategies, Asset Management, Change Management, Asset Allocation, Alternative Investments, Disability Insurance, 401k, Relationship Management, Estate Planning, Fixed Annuities, Auditing, Series 24, Series 27, Series 65, Board of Directors
Education
The University of Texas at Arlington
Accounting
University of Houston
BS, Technology
Indiana University-Purdue University Fort Wayne (IPFW)
Associate of Science (A.S.), Dental Hygiene
SB Consulting 2009 - Present
Transamerica Financial Advisors, Inc. 1999 - 2009
Transamerica Securities Sales Corp. (1998-2009) 1998 - 2009
Bank of America (Security Pacific), World Horizon Funds 1990 - 1998
Chemical Bank (Texas Commerce Bank) 1986 - 1990
Skills
Board of Director..., Executive Management, Financial Services, Investments, Wealth Management, Sarbanes-Oxley, Mutual Funds, Securities, Strategic Financial..., Mergers & Acquisitions, Sales Management, Registered Investment..., Insurance, Finance, Banking, Strategy, Financial Advisory, Business Strategy, Risk Management, Broker-Dealer, Series 7, Life Insurance, Financial Analysis, Due Diligence, Mergers, Investment Management, Retirement, Leadership, Operations Management, Financial Risk, Retirement Planning, Series 63, Investment Advisory, Strategic Planning, Investment Strategies, Asset Management, Change Management, Asset Allocation, Alternative Investments, Disability Insurance, 401k, Relationship Management, Estate Planning, Fixed Annuities, Auditing, Series 24, Series 27, Series 65, Board of Directors
Education
The University of Texas at Arlington
Accounting
University of Houston
BS, Technology
Indiana University-Purdue University Fort Wayne (IPFW)
Associate of Science (A.S.), Dental Hygiene
Ivana Goodman Ivana Goodman's Transamerica Financial Advisors, Inc. Experience October 2011 - June 2014
Job Talent Acquisition / Quality Control Manager at Agnew Multilingual
Industry Translation and Localization
Experience
Agnew Multilingual May 2005 - Present
independent September 2011 - Present
independent June 2008 - Present
Transamerica Financial Advisors, Inc. October 2011 - June 2014
independent October 2011 - February 2012
Beverly Hills May 2009 - September 2011
Beverly Hills Lingual Institute January 2008 - September 2011
Agnew Tech-II May 2005 - June 2008
Quick Print Plus January 1996 - January 1998
Fine Arts High School January 1992 - January 1996
Skills
Teaching, Proofreading, Translation, Production, Localization, Multilingual, Linguistics, English, Management, PowerPoint, Foreign Languages, Marketing, Strategic Planning, Technical Translation, Language Services, Customer Service, Desktop Publishing, Editing, Spanish
Education
Ventura College 1997 — 1999
none, French language
Masaryk University Brno 1991 — 1996
BA, Linguistics - English and Spanish
Lingua Centrum 1989 — 1990
State Exam, English
Agnew Multilingual May 2005 - Present
independent September 2011 - Present
independent June 2008 - Present
Transamerica Financial Advisors, Inc. October 2011 - June 2014
independent October 2011 - February 2012
Beverly Hills May 2009 - September 2011
Beverly Hills Lingual Institute January 2008 - September 2011
Agnew Tech-II May 2005 - June 2008
Quick Print Plus January 1996 - January 1998
Fine Arts High School January 1992 - January 1996
Skills
Teaching, Proofreading, Translation, Production, Localization, Multilingual, Linguistics, English, Management, PowerPoint, Foreign Languages, Marketing, Strategic Planning, Technical Translation, Language Services, Customer Service, Desktop Publishing, Editing, Spanish
Education
Ventura College 1997 — 1999
none, French language
Masaryk University Brno 1991 — 1996
BA, Linguistics - English and Spanish
Lingua Centrum 1989 — 1990
State Exam, English
Robert Blaser Robert Blaser's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) April 1992 - Present
Self-Employed Health Insurance Broker 1982 - 1992
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Insurance, Securities, Personal Financial..., 401k, Money Management, Money Education
Education
Madison Area Technical College 1963 — 1965
Associate's Degree, Graphic Arts
Sun Prairie High School 1957 — 1962
High School
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group (WFG) April 1992 - Present
Self-Employed Health Insurance Broker 1982 - 1992
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Insurance, Securities, Personal Financial..., 401k, Money Management, Money Education
Education
Madison Area Technical College 1963 — 1965
Associate's Degree, Graphic Arts
Sun Prairie High School 1957 — 1962
High School
Charlie Frye's Transamerica Financial Advisors, Inc. Experience March 2006 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2006 - Present
1st Solar & Solyndra, LLC October 2011 - July 2012
Solyndra, LLC June 2010 - August 2011
Applied Materials November 1995 - December 2007
Education
Las Positas College
Business Administration and Management, General
De Anza College
Transamerica Financial Advisors, Inc. March 2006 - Present
1st Solar & Solyndra, LLC October 2011 - July 2012
Solyndra, LLC June 2010 - August 2011
Applied Materials November 1995 - December 2007
Education
Las Positas College
Business Administration and Management, General
De Anza College
Vincent Rogers Vincent Rogers's Transamerica Financial Advisors, Inc. Experience June 2013 - January 2014
Job AVP Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Ebay January 2001 - Present
Transamerica Financial Advisors, Inc. June 2013 - January 2014
Merrill Lynch May 2012 - June 2013
Bank of America November 2007 - May 2012
First Investors Corporation January 2007 - November 2007
IBM November 1998 - January 2007
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Equities, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Financial Services, Asset Management, Banking, Credit, Business Analysis, Finance, Financial Planning, Leadership, Mutual Funds, Strategy, Wealth Management
Education
The University of Georgia 2011 — 2014
CFP
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
BS, ECONOMICS
Merrill Lynch February 2014 - Present
Ebay January 2001 - Present
Transamerica Financial Advisors, Inc. June 2013 - January 2014
Merrill Lynch May 2012 - June 2013
Bank of America November 2007 - May 2012
First Investors Corporation January 2007 - November 2007
IBM November 1998 - January 2007
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Equities, Portfolio Management, Securities, Investments, Financial Analysis, Asset Managment, Financial Services, Asset Management, Banking, Credit, Business Analysis, Finance, Financial Planning, Leadership, Mutual Funds, Strategy, Wealth Management
Education
The University of Georgia 2011 — 2014
CFP
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
BS, ECONOMICS
Antwuan Bell Antwuan Bell's Transamerica Financial Advisors, Inc. Experience October 2013 - January 2015
Job Financial Services, Insurance
Industry Financial Services
Experience
Transamerica Financial Solutions February 2015 - Present
Transamerica Financial Advisors, Inc. October 2013 - January 2015
AVB Success March 2003 - January 2015
Organo Gold International January 2013 - December 2014
Skills
Marketing, Entrepreneurship, Leadership, Customer Service, Sales, Small Business, Social Networking, Social Media Marketing, Team Building, Public Speaking, Management, Strategic Planning, Coaching, Online Marketing, Lead Generation, Social Media, Online Advertising, Strategy, New Business Development, Marketing Communications, Marketing Strategy, Public Relations, Start-ups, Advertising, Email Marketing, Selling, B2B, Account Management, Business Development, SEO, Direct Marketing
Education
Florida Metropolitan University 2000 — 2002
Computer and Information Sciences, General
Boca Ciega High 1994 — 1998
Diploma
Transamerica Financial Solutions February 2015 - Present
Transamerica Financial Advisors, Inc. October 2013 - January 2015
AVB Success March 2003 - January 2015
Organo Gold International January 2013 - December 2014
Skills
Marketing, Entrepreneurship, Leadership, Customer Service, Sales, Small Business, Social Networking, Social Media Marketing, Team Building, Public Speaking, Management, Strategic Planning, Coaching, Online Marketing, Lead Generation, Social Media, Online Advertising, Strategy, New Business Development, Marketing Communications, Marketing Strategy, Public Relations, Start-ups, Advertising, Email Marketing, Selling, B2B, Account Management, Business Development, SEO, Direct Marketing
Education
Florida Metropolitan University 2000 — 2002
Computer and Information Sciences, General
Boca Ciega High 1994 — 1998
Diploma
Christopher Gergen Christopher Gergen's Transamerica Financial Advisors, Inc. Experience April 2011 - June 2012
Job Councilman at Oregon Small Business Advisory Council
Industry Financial Services
Experience
Oregon Small Business Advisory Council August 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - June 2012
Jacob Daniels for House of Representatives Campaign August 2011 - May 2012
Columbia Southern University June 2009 - January 2011
Panasonic Avionics Corporation August 2007 - April 2008
US Navy October 2001 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
George Fox University 2013 — 2014
Bachelor of Arts (BA), Management and Organizational Leadership
Lane Community College 2011 — 2012
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.92
Oregon Small Business Advisory Council August 2012 - Present
Transamerica Financial Advisors, Inc. April 2011 - June 2012
Jacob Daniels for House of Representatives Campaign August 2011 - May 2012
Columbia Southern University June 2009 - January 2011
Panasonic Avionics Corporation August 2007 - April 2008
US Navy October 2001 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
George Fox University 2013 — 2014
Bachelor of Arts (BA), Management and Organizational Leadership
Lane Community College 2011 — 2012
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.92
Vincent Giacobbe Vincent Giacobbe's Transamerica Financial Advisors, Inc. Experience January 2012 - March 2013
Job Parts Manager at GalloMiller Paint & Collision Repair
Industry Automotive
Experience
Gallo-Miller Paint & Collision Repair June 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - March 2013
Thrivent Financial for Lutherans January 2011 - December 2011
Flagg Creek WRD May 2005 - December 2010
Skills
Series 6, Series 63, Life and Health Licensed, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Disability Insurance, Bloomberg, 401k, Portfolio Management, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Employee Benefits, Securities, Financial Advisory, Investment Strategies, Sales Presentations, Investments, Financial Planners, Hiring, Employee Training, Variable Annuities, Variable Life, Independent Contractors, Building Relationships
Education
Eastern Illinois University
B.A., Economics
Lockport Township High School
Gallo-Miller Paint & Collision Repair June 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - March 2013
Thrivent Financial for Lutherans January 2011 - December 2011
Flagg Creek WRD May 2005 - December 2010
Skills
Series 6, Series 63, Life and Health Licensed, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Disability Insurance, Bloomberg, 401k, Portfolio Management, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Employee Benefits, Securities, Financial Advisory, Investment Strategies, Sales Presentations, Investments, Financial Planners, Hiring, Employee Training, Variable Annuities, Variable Life, Independent Contractors, Building Relationships
Education
Eastern Illinois University
B.A., Economics
Lockport Township High School
Edwin Mays Edwin Mays's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Investment Advisor Representative at Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2015 - Present
MAYSGROUP INVESTMENT ADVISORS July 2009 - January 2015
Merrill Lynch May 2008 - July 2009
Citigroup Global Markets, Smith Barney March 2005 - May 2008
Oxford Analytica June 2004 - August 2005
Merrill Lynch July 1993 - December 2002
Skills
Estate Planning, Retirement Planning, Financial Planning, Life & Health Insurance..., Portfolio Management, Strategic Planning, Sports Coaching, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Finance, Securities, Investment Advisory, Insurance, Investment Strategies, Business Development, Fixed Annuities, Social Media, Series 63
Education
Michigan State University 1981 — 1986
Bachelor's Degree, Psychology
Hofstra University 1988 — 1990
Transamerica Financial Advisors, Inc. February 2015 - Present
MAYSGROUP INVESTMENT ADVISORS July 2009 - January 2015
Merrill Lynch May 2008 - July 2009
Citigroup Global Markets, Smith Barney March 2005 - May 2008
Oxford Analytica June 2004 - August 2005
Merrill Lynch July 1993 - December 2002
Skills
Estate Planning, Retirement Planning, Financial Planning, Life & Health Insurance..., Portfolio Management, Strategic Planning, Sports Coaching, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Finance, Securities, Investment Advisory, Insurance, Investment Strategies, Business Development, Fixed Annuities, Social Media, Series 63
Education
Michigan State University 1981 — 1986
Bachelor's Degree, Psychology
Hofstra University 1988 — 1990
Brad Cathey's Transamerica Financial Advisors, Inc. Experience November 2011 - February 2014
Job President, Advise Benefits Inc.
Industry Insurance
Experience
AIG March 2015 - Present
Advise Benefits Inc. January 2011 - Present
Transamerica Financial Advisors, Inc. November 2011 - February 2014
Insphere Insurance Solutions May 2011 - December 2011
FirstBank June 2010 - February 2011
First Tennessee Bank June 2007 - June 2010
Cracker Barrel 2002 - 2006
Skills
Annuities, Insurance, Loans, Investments, Credit, Fixed Annuities, Small Business, Retirement Planning, Strategic Financial..., Life Insurance, Employee Benefits, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Estate Planning, Financial Analysis, Critical Illness, Whole Life, New Business Development, Universal Life, Customer Service, Leadership, Real Estate, Selling, Financial Services, Retirement, Financial Advisory, Property, Brokers, General Insurance, Workers Compensation, Umbrella Insurance, Commercial Insurance, Liability, Health Savings Accounts, Accident, Finance, Medicare, Licensed Life, 401k, Asset Management, Banking, Credit Analysis, FHA, IRAs, Investment Advisory, Licensing, Marketing, Mutual Funds
Education
Nashville State Community College 2000 — 2002
Fairview High School
AIG March 2015 - Present
Advise Benefits Inc. January 2011 - Present
Transamerica Financial Advisors, Inc. November 2011 - February 2014
Insphere Insurance Solutions May 2011 - December 2011
FirstBank June 2010 - February 2011
First Tennessee Bank June 2007 - June 2010
Cracker Barrel 2002 - 2006
Skills
Annuities, Insurance, Loans, Investments, Credit, Fixed Annuities, Small Business, Retirement Planning, Strategic Financial..., Life Insurance, Employee Benefits, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Estate Planning, Financial Analysis, Critical Illness, Whole Life, New Business Development, Universal Life, Customer Service, Leadership, Real Estate, Selling, Financial Services, Retirement, Financial Advisory, Property, Brokers, General Insurance, Workers Compensation, Umbrella Insurance, Commercial Insurance, Liability, Health Savings Accounts, Accident, Finance, Medicare, Licensed Life, 401k, Asset Management, Banking, Credit Analysis, FHA, IRAs, Investment Advisory, Licensing, Marketing, Mutual Funds
Education
Nashville State Community College 2000 — 2002
Fairview High School
Dallas Register Dallas Register's Transamerica Financial Advisors, Inc. Experience June 2009 - July 2014
Job Project Specialist III – Tax Reporting
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Fidel Ferrer Fidel Ferrer's Transamerica Financial Advisors, Inc. Experience January 2014 - Present
Job World Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2014 - Present
World Financial Group (WFG) January 2014 - Present
CIGNA Healthcare February 2013 - Present
Allstate November 2009 - Present
ATSMP January 2008 - June 2009
Renaissance Jaragua Hotel & Casino March 2000 - June 2009
Hodelpa Hotels & Resorts February 1996 - March 2000
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Whole Life, Underwriting, General Insurance, Customer Service, Universal Life, Long Term Care Insurance, Fixed Annuities
Education
Florida Community College at Jacksonville 2012 — 2012
Life, Health & Annuities License
Universidad Catolica Santo Domingo 2001 — 2003
Psychology
Transamerica Financial Advisors, Inc. January 2014 - Present
World Financial Group (WFG) January 2014 - Present
CIGNA Healthcare February 2013 - Present
Allstate November 2009 - Present
ATSMP January 2008 - June 2009
Renaissance Jaragua Hotel & Casino March 2000 - June 2009
Hodelpa Hotels & Resorts February 1996 - March 2000
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Whole Life, Underwriting, General Insurance, Customer Service, Universal Life, Long Term Care Insurance, Fixed Annuities
Education
Florida Community College at Jacksonville 2012 — 2012
Life, Health & Annuities License
Universidad Catolica Santo Domingo 2001 — 2003
Psychology
Stephen Cuff Stephen Cuff's Transamerica Financial Advisors, Inc. Experience January 2014 - March 2014
Job Helpdesk Support at BMC Building Materials and Construction Services
Industry Information Technology and Services
Experience
BMC - Building Materials and Construction Services October 2014 - Present
Dell SecureWorks June 2014 - October 2014
Transamerica Financial Advisors, Inc. January 2014 - March 2014
Stream Global Services December 2012 - February 2013
Capital Commonwealth Capital Corp March 2012 - September 2012
New York Life Insurance Company June 2011 - September 2011
PC Tech and IT Helpdesk, Universal American Insurance October 2010 - November 2010
L. Ortega & Associates of Tampa Bay, LLC July 2010 - September 2010
PODS February 2010 - June 2010
Skills
Windows 7, Troubleshooting, Help Desk Support, Software Installation, Technical Support, Hardware, Printers, Active Directory, Windows XP, Networking, Laptops, System Deployment, Customer Service, Citrix, Microsoft Office
Education
ITT Technical Institute-Tampa 2009 — 2011
Associates of Science, Computer Networking Systems
Newburgh Free Academy
BMC - Building Materials and Construction Services October 2014 - Present
Dell SecureWorks June 2014 - October 2014
Transamerica Financial Advisors, Inc. January 2014 - March 2014
Stream Global Services December 2012 - February 2013
Capital Commonwealth Capital Corp March 2012 - September 2012
New York Life Insurance Company June 2011 - September 2011
PC Tech and IT Helpdesk, Universal American Insurance October 2010 - November 2010
L. Ortega & Associates of Tampa Bay, LLC July 2010 - September 2010
PODS February 2010 - June 2010
Skills
Windows 7, Troubleshooting, Help Desk Support, Software Installation, Technical Support, Hardware, Printers, Active Directory, Windows XP, Networking, Laptops, System Deployment, Customer Service, Citrix, Microsoft Office
Education
ITT Technical Institute-Tampa 2009 — 2011
Associates of Science, Computer Networking Systems
Newburgh Free Academy
Jorge Ma. Q. Concepcion Jorge Ma. Q. Concepcion's Transamerica Financial Advisors, Inc. Experience 2013 - Present
Job COO / VICE PRESIDENT / DIRECTOR / GENERAL MANAGER
Industry Marketing and Advertising
Experience
INTERNATIONAL FAMILY FOOD SERVICES, INC. (Shakeys Philippines) 2014 - Present
Transamerica Financial Advisors, Inc. 2013 - Present
Experience Unlimited June 2012 - 2013
GTI Corporation USA 2011 - May 2012
Artimex Bakery (El Gallo Giro Corp) 2010 - May 2011
4MY2C, Inc. (Goldilocks Corp of California) October 2007 - 2010
Red Ribbon Bakeshop USA August 2006 - September 2007
Red Ribbon Bakeshop, Inc. August 2004 - August 2006
ConAgra Foods January 1996 - July 2004
Unilever August 1991 - January 1996
Skills
Product Development, Retail, Start-ups, Advertising, Promotions, Market Research, Food, Marketing Strategy, Product Marketing, Marketing Management, Strategic Planning, P&L Management, Competitive Analysis, Budgeting, Sales Management, P&L, New Business Development, Profitability, Sales Operations, Cross-functional Team..., Market Analysis, Product Management, Integrated Marketing, Budgets, Management, Income Statement, Customer Service, Business Development, Telecommunications, Executive Management
Education
University of the Philippines
MS, Industrial Engineering/Operations Research
De La Salle University
AB (Hon), Mathematics/Computer Science
San Beda College
Grade/High School
INTERNATIONAL FAMILY FOOD SERVICES, INC. (Shakeys Philippines) 2014 - Present
Transamerica Financial Advisors, Inc. 2013 - Present
Experience Unlimited June 2012 - 2013
GTI Corporation USA 2011 - May 2012
Artimex Bakery (El Gallo Giro Corp) 2010 - May 2011
4MY2C, Inc. (Goldilocks Corp of California) October 2007 - 2010
Red Ribbon Bakeshop USA August 2006 - September 2007
Red Ribbon Bakeshop, Inc. August 2004 - August 2006
ConAgra Foods January 1996 - July 2004
Unilever August 1991 - January 1996
Skills
Product Development, Retail, Start-ups, Advertising, Promotions, Market Research, Food, Marketing Strategy, Product Marketing, Marketing Management, Strategic Planning, P&L Management, Competitive Analysis, Budgeting, Sales Management, P&L, New Business Development, Profitability, Sales Operations, Cross-functional Team..., Market Analysis, Product Management, Integrated Marketing, Budgets, Management, Income Statement, Customer Service, Business Development, Telecommunications, Executive Management
Education
University of the Philippines
MS, Industrial Engineering/Operations Research
De La Salle University
AB (Hon), Mathematics/Computer Science
San Beda College
Grade/High School
Edward Broome Edward Broome's Transamerica Financial Advisors, Inc. Experience 2012 - Present
Job Insurance & Investments
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. 2012 - Present
Neiman Marcus November 2005 - July 2015
Alexandria Gallery/Edward Broome Design 2000 - 2005
Education
Kaplan Financial
Life, Series 6 & 63, Finance
Gemological Institute of America
Graduate Gemologist
Revere Academy
Certified Bench jeweler/Platinum Smith
Transamerica Financial Advisors, Inc. 2012 - Present
Neiman Marcus November 2005 - July 2015
Alexandria Gallery/Edward Broome Design 2000 - 2005
Education
Kaplan Financial
Life, Series 6 & 63, Finance
Gemological Institute of America
Graduate Gemologist
Revere Academy
Certified Bench jeweler/Platinum Smith
Ingrid Nyiri Ingrid Nyiri's Transamerica Financial Advisors, Inc. Experience September 2003 - May 2004
Job Marketing/Sales Associate at Willenborg Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Stephen (J.) Ketchum Stephen (J.) Ketchum's Transamerica Financial Advisors, Inc. Experience June 2010 - September 2012
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Kristy Brazel's Transamerica Financial Advisors, Inc. Experience May 2012 - Present
Job New Business Associate at Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2012 - Present
Transamerica Financial Advisors, Inc. April 2010 - May 2012
Citi January 2007 - June 2009
Skills
Mutual Funds, Securities, Series 63, Whole Life, Series 7, Fixed Income, IRAs, Employee Benefits, 401k
Education
Hickey College 2005 — 2007
Associate's degree, Accounting
Transamerica Financial Advisors, Inc. May 2012 - Present
Transamerica Financial Advisors, Inc. April 2010 - May 2012
Citi January 2007 - June 2009
Skills
Mutual Funds, Securities, Series 63, Whole Life, Series 7, Fixed Income, IRAs, Employee Benefits, 401k
Education
Hickey College 2005 — 2007
Associate's degree, Accounting
Schuyler Cayton, CFP®'s Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Financial Planner at WMA Colorado, LLC
Industry Financial Services
Experience
WMA Colorado, LLC January 2012 - Present
Transamerica Financial Advisors, Inc. January 2012 - Present
Wells Fargo Advisors September 2007 - December 2011
Washington Fine Properties October 2005 - September 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Estate Planning, Investment Management, IRAs, Life Insurance, Financial Services, Asset Allocation, Financial Advisory, Investments, Succession Planning, 401(k) Plans, Personal Financial..., College Savings Plans, Strategic Financial...
Education
Middlebury College
Georgetown Preparatory
WMA Colorado, LLC January 2012 - Present
Transamerica Financial Advisors, Inc. January 2012 - Present
Wells Fargo Advisors September 2007 - December 2011
Washington Fine Properties October 2005 - September 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Estate Planning, Investment Management, IRAs, Life Insurance, Financial Services, Asset Allocation, Financial Advisory, Investments, Succession Planning, 401(k) Plans, Personal Financial..., College Savings Plans, Strategic Financial...
Education
Middlebury College
Georgetown Preparatory
Kim Scouller Kim Scouller's Transamerica Financial Advisors, Inc. Experience October 2007 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
OnlyBlueSkies.com January 2014 - Present
Transamerica Financial Advisors, Inc. October 2007 - Present
World Financial Group, Inc. September 2007 - Present
Jade Law Offices of Kim Scouller, LLC November 2006 - Present
World Group Securities, Inc. May 2002 - May 2006
World Financial Group, Inc. June 2001 - May 2006
Skills
Estate Planning, Securities Regulation, Fixed Annuities, Mutual Funds, Retirement Planning, IRAs, Securities, Wealth Management, Intellectual Property, Series 63, Insurance, Investments, Series 7, Strategic Financial..., Variable Annuities, Roth IRA, Investment Advisory, Small Business, Universal Life, 401k, Investment Strategies, Long-term Care, Financial Advisory, Retirement, 401k Rollovers
Education
Louis D. Brandeis School of Law at the University of Louisville 1986 — 1989
JD, Magna Cum Laude
Saint Mary's College 1979 — 1983
BA
OnlyBlueSkies.com January 2014 - Present
Transamerica Financial Advisors, Inc. October 2007 - Present
World Financial Group, Inc. September 2007 - Present
Jade Law Offices of Kim Scouller, LLC November 2006 - Present
World Group Securities, Inc. May 2002 - May 2006
World Financial Group, Inc. June 2001 - May 2006
Skills
Estate Planning, Securities Regulation, Fixed Annuities, Mutual Funds, Retirement Planning, IRAs, Securities, Wealth Management, Intellectual Property, Series 63, Insurance, Investments, Series 7, Strategic Financial..., Variable Annuities, Roth IRA, Investment Advisory, Small Business, Universal Life, 401k, Investment Strategies, Long-term Care, Financial Advisory, Retirement, 401k Rollovers
Education
Louis D. Brandeis School of Law at the University of Louisville 1986 — 1989
JD, Magna Cum Laude
Saint Mary's College 1979 — 1983
BA
Alberto Cristancho, MBA's Transamerica Financial Advisors, Inc. Experience February 2015 - April 2015
Job Principal / Financial Professional at Cristancho and Associates Financial Group LLC
Industry Financial Services
Experience
Cristancho and Associates Financial Group, LLC April 2015 - Present
Transamerica Financial Advisors, Inc. February 2015 - April 2015
AXA Advisors March 2014 - February 2015
Valic Financial Advisors May 2013 - March 2014
JPMorgan Chase July 2011 - April 2013
Adjunct - UNAD of Florida & UNILATINA International College and Other Training Organizations January 2006 - July 2011
Various Companies May 1994 - June 2011
American Express July 1994 - November 2005
Wild Card Systems February 2002 - April 2002
Education
University of Phoenix 2001 — 2005
M.B.A., Global Management
Nova Southeastern University 1995 — 2000
B.S., Professional Management
Cristancho and Associates Financial Group, LLC April 2015 - Present
Transamerica Financial Advisors, Inc. February 2015 - April 2015
AXA Advisors March 2014 - February 2015
Valic Financial Advisors May 2013 - March 2014
JPMorgan Chase July 2011 - April 2013
Adjunct - UNAD of Florida & UNILATINA International College and Other Training Organizations January 2006 - July 2011
Various Companies May 1994 - June 2011
American Express July 1994 - November 2005
Wild Card Systems February 2002 - April 2002
Education
University of Phoenix 2001 — 2005
M.B.A., Global Management
Nova Southeastern University 1995 — 2000
B.S., Professional Management
Tara Grubbs Tara Grubbs's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Independent Agent at Transamerica Financial Advisors, Inc.
Industry Medical Devices
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
AMD LASERS, LLC August 2014 - Present
IBEW May 2011 - July 2014
Doyle Legal Corporation, P.C. 2009 - 2011
Steinkamp & Associates 2008 - 2009
Gresk & Singleton, LLP 2005 - 2008
Skills
Financial Accounting, Bankruptcy, Administrative..., Transcription, QuickBooks, Microsoft Office, Best Case, Pacer, Medical Terminology
Education
Ivy Tech Community College 2007 — 2008
Associate's degree, Paralegal Studies
Indiana Wesleyan University 2004 — 2007
Registered Nursing/Registered Nurse
Transamerica Financial Advisors, Inc. July 2015 - Present
AMD LASERS, LLC August 2014 - Present
IBEW May 2011 - July 2014
Doyle Legal Corporation, P.C. 2009 - 2011
Steinkamp & Associates 2008 - 2009
Gresk & Singleton, LLP 2005 - 2008
Skills
Financial Accounting, Bankruptcy, Administrative..., Transcription, QuickBooks, Microsoft Office, Best Case, Pacer, Medical Terminology
Education
Ivy Tech Community College 2007 — 2008
Associate's degree, Paralegal Studies
Indiana Wesleyan University 2004 — 2007
Registered Nursing/Registered Nurse
Calyn Reinhart Calyn Reinhart's Transamerica Financial Advisors, Inc. Experience May 2007 - May 2010
Job Design Development Director at Age of Learning, Inc. / ABCmouse.com
Industry E-Learning
Experience
Age of Learning, Inc. / ABCmouse.com July 2015 - Present
Age of Learning, Inc. ABCmouse.com September 2014 - July 2015
Age of Learning, Inc. / ABCmouse.com May 2010 - September 2014
Transamerica Financial Advisors, Inc. May 2007 - May 2010
NeoPets, Inc. February 2002 - May 2007
Ann Taylor September 2000 - February 2002
Skills
Social Media Marketing, Public Speaking, Management, Strategic Planning, Project Management, Team Building, Leadership, Photoshop, Social Networking, Web Design, Advertising
Education
Fashion Institute of Design & Merchandising 2000 — 2002
Associate of Arts (AA), Fashion/Apparel Design
Age of Learning, Inc. / ABCmouse.com July 2015 - Present
Age of Learning, Inc. ABCmouse.com September 2014 - July 2015
Age of Learning, Inc. / ABCmouse.com May 2010 - September 2014
Transamerica Financial Advisors, Inc. May 2007 - May 2010
NeoPets, Inc. February 2002 - May 2007
Ann Taylor September 2000 - February 2002
Skills
Social Media Marketing, Public Speaking, Management, Strategic Planning, Project Management, Team Building, Leadership, Photoshop, Social Networking, Web Design, Advertising
Education
Fashion Institute of Design & Merchandising 2000 — 2002
Associate of Arts (AA), Fashion/Apparel Design
Curt LeValley Curt LeValley's Transamerica Financial Advisors, Inc. Experience May 2013 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Curt LeValley Financial Consulting, LLC May 2013 - Present
Transamerica Financial Advisors, Inc. May 2013 - Present
Wells Fargo January 2002 - May 2013
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Risk Management, Banking, Credit
Education
North Park University 1980 — 1984
Bachelor of Science (BS), Mathematics
Curt LeValley Financial Consulting, LLC May 2013 - Present
Transamerica Financial Advisors, Inc. May 2013 - Present
Wells Fargo January 2002 - May 2013
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Risk Management, Banking, Credit
Education
North Park University 1980 — 1984
Bachelor of Science (BS), Mathematics
Xiaoyun(Bella) Shen's Transamerica Financial Advisors, Inc. Experience June 2013 - April 2014
Job Seminary
Industry Religious Institutions
Experience
Transamerica Financial Advisors, Inc. June 2013 - April 2014
China Executive Leadership Program, University of Illinois at Urbana-Champaign July 2012 - May 2013
University of Illinois at Urbana-Champaign June 2011 - May 2012
China Merchants Securities Co., Ltd. August 2007 - May 2011
CHINA MERCHANTS SECURITIES CO, LTD August 2007 - May 2011
Skills
Financial Analysis, Internal Communications, Team Leadership, Valuation, Corporate Finance, Risk Management, Portfolio Management, Research, Teamwork, Bloomberg, Finance, Financial Modeling, Data Analysis, Microsoft Excel, Cross-functional Team..., Customer Service, Market Research, Mergers & Acquisitions, Accounting, Financial Reporting, English, Microsoft Office, PowerPoint, Leadership, Equities
Education
Nyack College 2014 — 2018
Master's Degree, Divinity/Ministry--Bible and Theology
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Finance
DONGGUAN UNIVERSITY OF TECHNOLOGY 2003 — 2007
Bachelor, Economics; International Economics; Trade
Transamerica Financial Advisors, Inc. June 2013 - April 2014
China Executive Leadership Program, University of Illinois at Urbana-Champaign July 2012 - May 2013
University of Illinois at Urbana-Champaign June 2011 - May 2012
China Merchants Securities Co., Ltd. August 2007 - May 2011
CHINA MERCHANTS SECURITIES CO, LTD August 2007 - May 2011
Skills
Financial Analysis, Internal Communications, Team Leadership, Valuation, Corporate Finance, Risk Management, Portfolio Management, Research, Teamwork, Bloomberg, Finance, Financial Modeling, Data Analysis, Microsoft Excel, Cross-functional Team..., Customer Service, Market Research, Mergers & Acquisitions, Accounting, Financial Reporting, English, Microsoft Office, PowerPoint, Leadership, Equities
Education
Nyack College 2014 — 2018
Master's Degree, Divinity/Ministry--Bible and Theology
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Finance
DONGGUAN UNIVERSITY OF TECHNOLOGY 2003 — 2007
Bachelor, Economics; International Economics; Trade
Phetsamone Maokhamphiew's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Graphic Designer, Web Designer, Photographer, Visionary Entrepreneur, Freelancer
Industry Marketing and Advertising
Experience
Transamerica Financial Advisors, Inc. January 2015 - Present
Sterling Jewelers August 2014 - Present
The Global Voice September 2013 - Present
Toyota Motor Corporation April 2015 - June 2015
Twin Peaks Restaurants December 2013 - April 2014
2LsOnACloud February 2013 - April 2014
New York and Company June 2012 - January 2014
Siam Pad Thai September 2013 - November 2013
Asurion May 2013 - October 2013
PhatKaps Boutique August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Microsoft Outlook, Adobe Creative Suite, Adobe Illustrator CS6, Adobe Photoshop CS6, Adobe InDesign CS6, Adobe Bridge CS6, Graphic Design, Customer Service, Visual Merchandising, Social Media, Social Networking, Recruiting, Website Development, HTML, Electronics, Fine Art, Youth Mentoring, Organization, Web Design, Web Applications, Mac OS X, Soccer, Bowling, Tennis, Photography, Nikon, Lightroom, Aperture, WordPress, Facebook, Advertising, Typography, Tumblr, Event Planning, Mac, Screen Printing, Vector Illustration, Vector Design, Graffiti, Tattoo, Website Promotion, PowerPoint, Time Management, Illustrator
Education
The Art Institute of Tennessee-Nashville 2013 — 2015
Bachelor's Degree, Graphic/Web Design
Lipscomb University 2011 — 2012
Bachelor of Business Administration (BBA), Marketing/Graphic Design
Transamerica Financial Advisors, Inc. January 2015 - Present
Sterling Jewelers August 2014 - Present
The Global Voice September 2013 - Present
Toyota Motor Corporation April 2015 - June 2015
Twin Peaks Restaurants December 2013 - April 2014
2LsOnACloud February 2013 - April 2014
New York and Company June 2012 - January 2014
Siam Pad Thai September 2013 - November 2013
Asurion May 2013 - October 2013
PhatKaps Boutique August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Microsoft Outlook, Adobe Creative Suite, Adobe Illustrator CS6, Adobe Photoshop CS6, Adobe InDesign CS6, Adobe Bridge CS6, Graphic Design, Customer Service, Visual Merchandising, Social Media, Social Networking, Recruiting, Website Development, HTML, Electronics, Fine Art, Youth Mentoring, Organization, Web Design, Web Applications, Mac OS X, Soccer, Bowling, Tennis, Photography, Nikon, Lightroom, Aperture, WordPress, Facebook, Advertising, Typography, Tumblr, Event Planning, Mac, Screen Printing, Vector Illustration, Vector Design, Graffiti, Tattoo, Website Promotion, PowerPoint, Time Management, Illustrator
Education
The Art Institute of Tennessee-Nashville 2013 — 2015
Bachelor's Degree, Graphic/Web Design
Lipscomb University 2011 — 2012
Bachelor of Business Administration (BBA), Marketing/Graphic Design
Dennis Brewer's Transamerica Financial Advisors, Inc. Experience September 2011 - December 2012
Job Semiretired
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2011 - December 2012
Transamerica Financial Advisors September 2011 - December 2012
E*TRADE Financial December 2001 - February 2011
E*TRADE Securities December 2001 - February 2011
DST Output November 1999 - July 2001
DST Output November 1999 - July 2001
The Copy House July 1993 - November 1999
The Copyhouse July 1993 - November 1999
U.S. Army January 1976 - October 1977
U.S. Army September 1972 - December 1975
Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy
Education
Sierra College 1978 — 1980
Business
Los Angeles City College 1973 — 1974
Electronics
Transamerica Financial Advisors, Inc. September 2011 - December 2012
Transamerica Financial Advisors September 2011 - December 2012
E*TRADE Financial December 2001 - February 2011
E*TRADE Securities December 2001 - February 2011
DST Output November 1999 - July 2001
DST Output November 1999 - July 2001
The Copy House July 1993 - November 1999
The Copyhouse July 1993 - November 1999
U.S. Army January 1976 - October 1977
U.S. Army September 1972 - December 1975
Skills
Over 10 years of team..., Ability to identify..., Strong customer..., Strong attention to..., Ability to solve..., Experienced with many..., Strong organizational..., Ability to manage time..., Strong verbal and..., Ability to see the..., Experienced with..., Accustomed to absolute..., Coaching, Customer Satisfaction, Problem Solving, Microsoft Office, Securities, Series 7, Change Management, Compliance, Supervisory Skills, Team Building, Customer Relations, Customer Service, Call Center, Investments, Equities, Risk Management, Excel, Performance Management, Process Improvement, PowerPoint, Executive Management, Operations Management, Team Leadership, Mentoring, Series 63, Outlook, Budgeting, Team Management, Quality Assurance, Trading, Series 24, Financial Services, Budgets, Call Centers, Microsoft Excel, Business Analysis, Human Resources, Strategy
Education
Sierra College 1978 — 1980
Business
Los Angeles City College 1973 — 1974
Electronics
Michael Cherniawski Michael Cherniawski's Transamerica Financial Advisors, Inc. Experience July 2012 - Present
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2012 - Present
Gartner January 2010 - October 2012
Magic Flash Drive February 2008 - 2011
MLSonline.com 2008 - March 2010
Merrill Lynch March 2007 - September 2008
Skills
Small Business, Enterprise Software, Professional Services, Strategic Partnerships, Direct Sales, Business Development, Lead Generation, New Business Development, Leadership, Consulting, Strategy, Sales, Management, Sales Process, Account Management, Entrepreneurship, Business Intelligence, B2B, Team Building, SaaS, Sales Management, Sales Operations, Telecommunications, Strategic Planning, Marketing, Start-ups, Solution Selling, CRM, Cloud Computing, Contract Negotiation, Selling, Vendor Management, Business Strategy, Salesforce.com, Cold Calling, Analysis, Product Management, Competitive Analysis, Cross-functional Team..., Finance, Management Consulting, Product Marketing, Business Planning, Team Leadership
Education
Michigan State University 2001 — 2004
Advertising, Communication Arts
Lansing Catholic Central 1995 — 1998
Transamerica Financial Advisors, Inc. July 2012 - Present
Gartner January 2010 - October 2012
Magic Flash Drive February 2008 - 2011
MLSonline.com 2008 - March 2010
Merrill Lynch March 2007 - September 2008
Skills
Small Business, Enterprise Software, Professional Services, Strategic Partnerships, Direct Sales, Business Development, Lead Generation, New Business Development, Leadership, Consulting, Strategy, Sales, Management, Sales Process, Account Management, Entrepreneurship, Business Intelligence, B2B, Team Building, SaaS, Sales Management, Sales Operations, Telecommunications, Strategic Planning, Marketing, Start-ups, Solution Selling, CRM, Cloud Computing, Contract Negotiation, Selling, Vendor Management, Business Strategy, Salesforce.com, Cold Calling, Analysis, Product Management, Competitive Analysis, Cross-functional Team..., Finance, Management Consulting, Product Marketing, Business Planning, Team Leadership
Education
Michigan State University 2001 — 2004
Advertising, Communication Arts
Lansing Catholic Central 1995 — 1998
Steven Potts JD EA USTCP's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job Senior Marketing Director, Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc. September 2014 - Present
Transamerica Financial Advisors, Inc. June 2014 - Present
Resources Global Professionals January 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division November 2013 - Present
World Financial Group (WFG) September 2013 - Present
Potts' Taxes 2008 - Present
Potts' Taxes September 1978 - Present
TaxAudit.com October 2006 - July 2013
Santa Ana Federal Credit Union October 2001 - February 2004
Counter Intelligence Associates January 1999 - October 2001
Skills
Licensed Life & Health..., Tax, Tax Preparation, Corporate Tax, Tax Law, Tax Returns, Income Tax, S Corporations, Property Tax, Tax Accounting, Small Business, Accounting, Tax Research, LLC, IRS, Tax Advisory, QuickBooks, Partnership Taxation, Payroll Taxes, Forensic Accounting, Federal Tax, Sales Tax, Appeals, Estate Tax Planning, Retirement Planning, Strategic Financial..., International Tax, Tax Compliance, Financial Reporting, Mergers & Acquisitions, Budgets, Finance, Accounts Payable, Payroll, State Taxation, Individual Taxation, Tax Controversy, Start-ups, Trusts, Section 7702 Tax Free..., Licensed Life Insurance..., Guaranteed Indexed..., Indexed Annuities, Equity Indexed Annuities, Tax Provision, Tax Services, Term Life Insurance, Tax Topic Speaker
Education
National Tax Practice Institute 2010 — 2012
NTPI Fellow; EA; JD USTCP MBA, Taxpayer Representation, 3.85
Southwestern Law School 1978 — 1982
JD, Tax Law
Indiana State University 1981 — 1981
Federal Taxes
Oklahoma State University 1980 — 1980
Foreign Taxation
University of Maryland College Park 1974 — 1975
MBA, Taxation
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
BS, Poli Sci, History, Accounting
Calvary Chapel Bible College 2010 — 2011
Theology
Pomona College 1993 — 1996
Transamerica Financial Advisors, Inc. September 2014 - Present
Transamerica Financial Advisors, Inc. June 2014 - Present
Resources Global Professionals January 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division November 2013 - Present
World Financial Group (WFG) September 2013 - Present
Potts' Taxes 2008 - Present
Potts' Taxes September 1978 - Present
TaxAudit.com October 2006 - July 2013
Santa Ana Federal Credit Union October 2001 - February 2004
Counter Intelligence Associates January 1999 - October 2001
Skills
Licensed Life & Health..., Tax, Tax Preparation, Corporate Tax, Tax Law, Tax Returns, Income Tax, S Corporations, Property Tax, Tax Accounting, Small Business, Accounting, Tax Research, LLC, IRS, Tax Advisory, QuickBooks, Partnership Taxation, Payroll Taxes, Forensic Accounting, Federal Tax, Sales Tax, Appeals, Estate Tax Planning, Retirement Planning, Strategic Financial..., International Tax, Tax Compliance, Financial Reporting, Mergers & Acquisitions, Budgets, Finance, Accounts Payable, Payroll, State Taxation, Individual Taxation, Tax Controversy, Start-ups, Trusts, Section 7702 Tax Free..., Licensed Life Insurance..., Guaranteed Indexed..., Indexed Annuities, Equity Indexed Annuities, Tax Provision, Tax Services, Term Life Insurance, Tax Topic Speaker
Education
National Tax Practice Institute 2010 — 2012
NTPI Fellow; EA; JD USTCP MBA, Taxpayer Representation, 3.85
Southwestern Law School 1978 — 1982
JD, Tax Law
Indiana State University 1981 — 1981
Federal Taxes
Oklahoma State University 1980 — 1980
Foreign Taxation
University of Maryland College Park 1974 — 1975
MBA, Taxation
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
BS, Poli Sci, History, Accounting
Calvary Chapel Bible College 2010 — 2011
Theology
Pomona College 1993 — 1996
Jerry Hook's Transamerica Financial Advisors, Inc. Experience October 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Hospital & Health Care
Experience
Transamerica Financial Advisors, Inc. October 2012 - Present
New York Life Insurance Company May 2010 - September 2012
Stryker Sustainability Solutions January 2008 - 2010
Nutra Balance Products 2004 - 2007
Novartis 1981 - 2001
US Army 1973 - 1976
Skills
Retirement, Long Term Care Insurance, Account Management, Insurance, IRAs
Education
King's College 1977 — 1980
Bachelor of Applied Science (BASc), Business Administration and Marketing
Staunton Military Academy 1972 — 1973
Prep School Cert., Liberal Arts and Sciences/Liberal Studies
Transamerica Financial Advisors, Inc. October 2012 - Present
New York Life Insurance Company May 2010 - September 2012
Stryker Sustainability Solutions January 2008 - 2010
Nutra Balance Products 2004 - 2007
Novartis 1981 - 2001
US Army 1973 - 1976
Skills
Retirement, Long Term Care Insurance, Account Management, Insurance, IRAs
Education
King's College 1977 — 1980
Bachelor of Applied Science (BASc), Business Administration and Marketing
Staunton Military Academy 1972 — 1973
Prep School Cert., Liberal Arts and Sciences/Liberal Studies
Lisa (Sappenfield) Boyer Lisa (Sappenfield) Boyer's Transamerica Financial Advisors, Inc. Experience 1984 - Present
Job Owner, Boyer & Sappenfield Investment Advisors
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. 1984 - Present
Boyer & Sappenfield Investment Advisors 1983 - Present
Skills
Financial Advisory, Investments, Securities, Retirement Planning, FINRA, Mutual Funds, Insurance, 401k, Fixed Annuities, Retirement, IRAs, Investment Advisory, Wealth Management, Series 7, Estate Planning, Investment Strategies, Life Insurance, Investment Advisory..., Roth IRA, Registered Investment..., Long Term Care Insurance, Long-term Care, Series 63, Asset Allocation, Financial Planners
Education
Eastern Illinois University 1981 — 1983
B.S., Finance
Transamerica Financial Advisors, Inc. 1984 - Present
Boyer & Sappenfield Investment Advisors 1983 - Present
Skills
Financial Advisory, Investments, Securities, Retirement Planning, FINRA, Mutual Funds, Insurance, 401k, Fixed Annuities, Retirement, IRAs, Investment Advisory, Wealth Management, Series 7, Estate Planning, Investment Strategies, Life Insurance, Investment Advisory..., Roth IRA, Registered Investment..., Long Term Care Insurance, Long-term Care, Series 63, Asset Allocation, Financial Planners
Education
Eastern Illinois University 1981 — 1983
B.S., Finance
Lisa Moniz Lisa Moniz's Transamerica Financial Advisors, Inc. Experience October 2013 - Present
Job Litigation Secretary
Industry Law Practice
Experience
Dorsey & Whitney LLP August 2014 - Present
Transamerica Financial Advisors, Inc. October 2013 - Present
Jones Day July 2011 - August 2014
Bustamante, O'Hara & Gagliasso March 2006 - July 2011
Robinson & Wood February 2005 - March 2006
Simoncini & Associates January 2004 - February 2005
HS Law Group 2003 - 2004
Federal Public Defender (San Jose Office) 1996 - 2000
Alejandro Contreras 1994 - 1996
Skills
Construction Law, Product Liability, Civil Litigation
Education
Sawyer College 1993 — 2005
Diploma, Paralegal Diploma
De Anza College
Political Science
Dorsey & Whitney LLP August 2014 - Present
Transamerica Financial Advisors, Inc. October 2013 - Present
Jones Day July 2011 - August 2014
Bustamante, O'Hara & Gagliasso March 2006 - July 2011
Robinson & Wood February 2005 - March 2006
Simoncini & Associates January 2004 - February 2005
HS Law Group 2003 - 2004
Federal Public Defender (San Jose Office) 1996 - 2000
Alejandro Contreras 1994 - 1996
Skills
Construction Law, Product Liability, Civil Litigation
Education
Sawyer College 1993 — 2005
Diploma, Paralegal Diploma
De Anza College
Political Science
Blake Helms's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Registered Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
Transamerica Agency Network, Inc. January 2015 - June 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Financial Services, Financial Planning, Insurance
Education
University of Iowa 2014 — 2015
Bachelor’s Degree, Economics
Kirkwood Community College 2011 — 2013
Associate of Arts (A.A.)
Transamerica Financial Advisors, Inc. July 2015 - Present
Transamerica Agency Network, Inc. January 2015 - June 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Financial Services, Financial Planning, Insurance
Education
University of Iowa 2014 — 2015
Bachelor’s Degree, Economics
Kirkwood Community College 2011 — 2013
Associate of Arts (A.A.)
Silas Alves's Transamerica Financial Advisors, Inc. Experience February 2014 - August 2014
Job Estagiário no financeiro de Montreat College
Industry Higher Education
Experience
Montreat College Finance Office July 2014 - December 2014
Transamerica Financial Advisors, Inc. February 2014 - August 2014
Grupo MPE - Montagens Projetos Especiais S/A May 2013 - August 2013
Skills
Brazilian Portuguese, Licensed Life & Health..., Microsoft Office, Strategic Financial..., English, Employee Benefits, Spanish, VBA Excel
Education
Montreat College 2011 — 2014
BS, International Business
Colégio Santo Agostinho 2004 — 2012
Montreat College Finance Office July 2014 - December 2014
Transamerica Financial Advisors, Inc. February 2014 - August 2014
Grupo MPE - Montagens Projetos Especiais S/A May 2013 - August 2013
Skills
Brazilian Portuguese, Licensed Life & Health..., Microsoft Office, Strategic Financial..., English, Employee Benefits, Spanish, VBA Excel
Education
Montreat College 2011 — 2014
BS, International Business
Colégio Santo Agostinho 2004 — 2012
Jim Flanagan Jim Flanagan's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2013 - Present
New York Life Insurance Company February 2006 - August 2010
Signature Financial March 2004 - March 2006
LTC Global / ACSIA January 2002 - September 2003
Prudential Financial September 1984 - April 2000
Skills
Retirement, Insurance, Employee Benefits, Term Life Insurance, Sales, Recruiting, Marketing, Management, Financial Services, Retirement Planning, Fixed Annuities, Disability Insurance, Securities, Life Insurance, Long-term Care, Investments
Education
La Salle University 1982 — 1984
BA, Economics/Political Science
Transamerica Financial Advisors, Inc. March 2013 - Present
New York Life Insurance Company February 2006 - August 2010
Signature Financial March 2004 - March 2006
LTC Global / ACSIA January 2002 - September 2003
Prudential Financial September 1984 - April 2000
Skills
Retirement, Insurance, Employee Benefits, Term Life Insurance, Sales, Recruiting, Marketing, Management, Financial Services, Retirement Planning, Fixed Annuities, Disability Insurance, Securities, Life Insurance, Long-term Care, Investments
Education
La Salle University 1982 — 1984
BA, Economics/Political Science
Christopher Gergen Christopher Gergen's Transamerica Financial Advisors, Inc. Experience April 2011 - Present
Job Investment Advisor at Transamerica Financial Advisors
Industry Investment Management
Experience
Jacob Daniels for Oregon House District 11 Campaign September 2011 - Present
Transamerica Financial Advisors, Inc. April 2011 - Present
Columbia Southern University June 2009 - January 2011
The Quality Paradigm: Why you and your business need it to succeed December 2010 - December 2010
Skills
Public Speaking, Organizational..., Leadership Development, Team Leadership, Microsoft Office, Team Management, Change Management, Program Management, Risk Management, Music, Art, Writing, Business Management, Business Process, Training & Development, Coaching, Parenting
Education
University of Oregon 2011 — 2014
Bachelor of Science, Business Finance
Lane Community College 2011 — 2012
Associate of Science, Business
Jacob Daniels for Oregon House District 11 Campaign September 2011 - Present
Transamerica Financial Advisors, Inc. April 2011 - Present
Columbia Southern University June 2009 - January 2011
The Quality Paradigm: Why you and your business need it to succeed December 2010 - December 2010
Skills
Public Speaking, Organizational..., Leadership Development, Team Leadership, Microsoft Office, Team Management, Change Management, Program Management, Risk Management, Music, Art, Writing, Business Management, Business Process, Training & Development, Coaching, Parenting
Education
University of Oregon 2011 — 2014
Bachelor of Science, Business Finance
Lane Community College 2011 — 2012
Associate of Science, Business
Greg Spear Greg Spear's Transamerica Financial Advisors, Inc. Experience October 2012 - March 2014
Job Raymond James Financial Services: Compliance Specialist
Industry Financial Services
Experience
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Juni Hsieh Juni Hsieh's Transamerica Financial Advisors, Inc. Experience May 2005 - Present
Job General Agent at Insurance Resources
Industry Insurance
Experience
Insurance Resources June 2008 - Present
Junis Auto Exchange LLC July 2012 - Present
Transamerica Financial Advisors, Inc. May 2005 - Present
Mass Mutual 2007 - 2010
National Association of Asian-American Professionals (NAAAP) 2005 - 2010
Corporate PC Source 1996 - 2004
Skills
Insurance, Retirement Planning, Long Term Care, Health, Lifestyle Coaching, Money Management, Mutual Funds, Automobile, Long-term Care, Strategic Financial..., Investments, Coaching, Wealth, Leadership, Small Business, Life Insurance, Health Insurance, Fixed Annuities, Financial Services, Sales, IRAs, Financial Analysis, Finance, Management, Term Life Insurance, Wealth Management, Financial Advisory, Disability Insurance, Estate Planning, Financial Planners, 401k, Retirement, Personal Finance, Universal Life, 401k Rollovers, Roth IRA, Debt Elimination, Financial Planning, Long Term Care Insurance, Medicare, Series 63, Underwriting
Education
The Marketplace, Federal Facilitated Marketplace 2013 — 2013
Certified to service Health Insurance plans, Medical Insurance Specialist
Landmark Education 2009 — 2012
Cirriculum Graduate, Education of Living & Leadership
Houston Community College 1989 — 1991
Associate's degree, General Curriculum
Insurance Resources June 2008 - Present
Junis Auto Exchange LLC July 2012 - Present
Transamerica Financial Advisors, Inc. May 2005 - Present
Mass Mutual 2007 - 2010
National Association of Asian-American Professionals (NAAAP) 2005 - 2010
Corporate PC Source 1996 - 2004
Skills
Insurance, Retirement Planning, Long Term Care, Health, Lifestyle Coaching, Money Management, Mutual Funds, Automobile, Long-term Care, Strategic Financial..., Investments, Coaching, Wealth, Leadership, Small Business, Life Insurance, Health Insurance, Fixed Annuities, Financial Services, Sales, IRAs, Financial Analysis, Finance, Management, Term Life Insurance, Wealth Management, Financial Advisory, Disability Insurance, Estate Planning, Financial Planners, 401k, Retirement, Personal Finance, Universal Life, 401k Rollovers, Roth IRA, Debt Elimination, Financial Planning, Long Term Care Insurance, Medicare, Series 63, Underwriting
Education
The Marketplace, Federal Facilitated Marketplace 2013 — 2013
Certified to service Health Insurance plans, Medical Insurance Specialist
Landmark Education 2009 — 2012
Cirriculum Graduate, Education of Living & Leadership
Houston Community College 1989 — 1991
Associate's degree, General Curriculum
JiaLing CHU JiaLing CHU's Transamerica Financial Advisors, Inc. Experience August 2014 - September 2014
Job Certified Insurance Agent at Covered California
Industry Financial Services
Experience
JiaLing August 2014 - Present
Covered California November 2013 - Present
Transamerica financial Advisors, Inc. August 2014 - September 2014
Heartland Institite of Financial Education August 2012 - September 2014
Transamerica Financial Advisors, Inc. , Transamerica Financial Group Division January 2012 - September 2014
Skills
Make myself happy and..., I can explain concepts..., Retirement Planning, Languages, Public Speaking, Coaching, Training, Marketing, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Small Business, Life Insurance, IRAs, Insurance, Non-profits, Entrepreneurship, Investment Advisory, Team Building, Asset Managment, Strategic Planning, Estate Planning, Retirement, Portfolio Management, Business Planning, Sales, Financial Analysis, 401k, Fixed Annuities
Education
Eric Lofholm's "Public Speak" course 2006 — 2012
field of study
Chinese University in Hong Kong 1976 — 1977
Dep. Ed., Secondary Education and Teaching, Graduated School
National Taiwan University 1970 — 1974
BA (Bachelor of Arts), English Language and Literature/Letters
JiaLing August 2014 - Present
Covered California November 2013 - Present
Transamerica financial Advisors, Inc. August 2014 - September 2014
Heartland Institite of Financial Education August 2012 - September 2014
Transamerica Financial Advisors, Inc. , Transamerica Financial Group Division January 2012 - September 2014
Skills
Make myself happy and..., I can explain concepts..., Retirement Planning, Languages, Public Speaking, Coaching, Training, Marketing, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Small Business, Life Insurance, IRAs, Insurance, Non-profits, Entrepreneurship, Investment Advisory, Team Building, Asset Managment, Strategic Planning, Estate Planning, Retirement, Portfolio Management, Business Planning, Sales, Financial Analysis, 401k, Fixed Annuities
Education
Eric Lofholm's "Public Speak" course 2006 — 2012
field of study
Chinese University in Hong Kong 1976 — 1977
Dep. Ed., Secondary Education and Teaching, Graduated School
National Taiwan University 1970 — 1974
BA (Bachelor of Arts), English Language and Literature/Letters
Tony Pulley Tony Pulley's Transamerica Financial Advisors, Inc. Experience 2000 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Investment Center at Crossroads Bank December 2000 - Present
Transamerica Financial Advisors, Inc. 2000 - Present
Pulley Financial Services, Inc September 1996 - December 2000
Insurance Managers June 1983 - September 1996
Education
The American College 1988 — 1998
CLU & ChFC
Ivy Tech Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Accounting and also Business/Management, Graduated with Honors
High school
Investment Center at Crossroads Bank December 2000 - Present
Transamerica Financial Advisors, Inc. 2000 - Present
Pulley Financial Services, Inc September 1996 - December 2000
Insurance Managers June 1983 - September 1996
Education
The American College 1988 — 1998
CLU & ChFC
Ivy Tech Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Accounting and also Business/Management, Graduated with Honors
High school
Marlow Felton's Transamerica Financial Advisors, Inc. Experience February 2004 - Present
Job Investment Advisor Representative/BOS at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2004 - Present
Clear Channel Radio July 2002 - October 2005
Rocky Mountain News July 1997 - July 2002
Skills
Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java, Accounting, Team Building, Event Planning, SQL, Retirement Planning
Education
Loyola University New Orleans 1985 — 1989
Bachelor of Arts (B.A.), Sociology, Advertising
Transamerica Financial Advisors, Inc. February 2004 - Present
Clear Channel Radio July 2002 - October 2005
Rocky Mountain News July 1997 - July 2002
Skills
Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java, Accounting, Team Building, Event Planning, SQL, Retirement Planning
Education
Loyola University New Orleans 1985 — 1989
Bachelor of Arts (B.A.), Sociology, Advertising
Stefan Striffler Stefan Striffler's Transamerica Financial Advisors, Inc. Experience October 2006 - Present
Job Financial Advisor with Transamerica Financial Advisors, Inc. and Head Lacrosse Coach at Red Lion HS
Industry Financial Services
Experience
Red Lion Area School District October 2012 - Present
Transamerica Financial Advisors, Inc. October 2006 - Present
Kades-Margolis Corporation September 2001 - June 2006
T.H.E. Financial 1997 - 1999
Skills
Retirement Planning, College Savings Plans, 403 b, IRAs, Roth IRA, 401k Rollovers, Mutual Funds, Investments, Variable Annuities, Life Insurance, Registered Investment..., lacrosse, lacrosse coach, Retirement, Financial Advisory, Securities, Financial Services, Finance, Financial Planning, Insurance, Customer Service, Leadership, FINRA
Education
Harrisburg Area Community College 1994 — 1996
Associate's degree, Business Administration and Management, General
Lyndon State College 1985 — 1987
Falmouth High School 1981 — 1985
Red Lion Area School District October 2012 - Present
Transamerica Financial Advisors, Inc. October 2006 - Present
Kades-Margolis Corporation September 2001 - June 2006
T.H.E. Financial 1997 - 1999
Skills
Retirement Planning, College Savings Plans, 403 b, IRAs, Roth IRA, 401k Rollovers, Mutual Funds, Investments, Variable Annuities, Life Insurance, Registered Investment..., lacrosse, lacrosse coach, Retirement, Financial Advisory, Securities, Financial Services, Finance, Financial Planning, Insurance, Customer Service, Leadership, FINRA
Education
Harrisburg Area Community College 1994 — 1996
Associate's degree, Business Administration and Management, General
Lyndon State College 1985 — 1987
Falmouth High School 1981 — 1985
Matthew Wisniewski Matthew Wisniewski's Transamerica Financial Advisors, Inc. Experience June 2013 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2013 - Present
RealtyVantage Investment Group, Inc. January 2010 - Present
Solid Concrete Foundations, LLC July 2002 - October 2008
Education
University of Wyoming 1998 — 2000
Master of Science (MS), Electrical Engineering
Michigan Technological University 1995 — 1998
Bachelor of Science (BS), Electrical Engineering
Transamerica Financial Advisors, Inc. June 2013 - Present
RealtyVantage Investment Group, Inc. January 2010 - Present
Solid Concrete Foundations, LLC July 2002 - October 2008
Education
University of Wyoming 1998 — 2000
Master of Science (MS), Electrical Engineering
Michigan Technological University 1995 — 1998
Bachelor of Science (BS), Electrical Engineering
Todd Shaw Todd Shaw's Transamerica Financial Advisors, Inc. Experience January 2008 - May 2011
Job Compliance Examiner
Industry Financial Services
Experience
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
Alliance Consulting Group, LLC April 2013 - Present
Stifel Financial Corp. 2012 - 2013
Transamerica Financial Advisors, Inc. January 2008 - May 2011
First Midwest Securities, Inc August 2007 - December 2007
Horace Mann July 2006 - December 2007
Merrill Lynch September 2003 - May 2004
National City Bank January 2003 - September 2003
Edward Jones June 2002 - July 2003
COUNTRY Financial® February 1992 - March 2002
Business Men's Assurance Company January 1991 - January 1992
Skills
Superior Communication, Able To Multi-task, Team Building, Dependable, FINRA, SEC reporting, Compliance Audits, RIA, Training & Development, OFAC, Securities Regulation, Dispute Resolution, Financial Markets, Insurance, Quality Auditing, SEC filings, Series 24, Series 7, Securities, Asset Management, Investment Strategies, Equities, Finance, Broker-Dealer, Investments, Mutual Funds, Investment Advisory, Uniform Combined State..., Entrepreneurship, Public Speaking, AML, USA PATRIOT Act, KYC, Bank Secrecy Act, Financial Advisory, Financial Services, Wealth Management, Anti Money Laundering, IRAs
Education
Southern Illinois University, Edwardsville 2014 — 2016
Bachelor of Economics & Finance
University of Illinois Springfield 2008 — 2010
Business / Finance
Illinois State University 2003 — 2006
Heartland Community College 2001 — 2003
Associate of Arts (AA), Finance, General
Oklahoma State University 1988 — 1990
General Studies
Astoria High School
The American College 1992 — 1996
Life Underwriters Training Council Fellow
FINRA Series 7, 24, & 66
Active Life, Health, Auto, & Home Insurance Licenses
Marc Delphine, MBA's Transamerica Financial Advisors, Inc. Experience September 2003 - September 2012
Job Founder & CEO, Equality Funds
Industry Financial Services
Experience
Equality Funds, Inc. 2013 - Present
Core Compliance & Legal Services, Inc. 2014 - 2014
Integrity Financial Corporation January 2013 - July 2013
Pacific Insurance Group 2012 - 2013
Greater Life June 2010 - November 2012
Transamerica Financial Advisors, Inc. September 2003 - September 2012
Equality Funds, LLC 2007 - 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Retirement, Insurance, Financial Advisory, Securities, Small Business, Wealth Management, Fixed Annuities, FINRA, Disability Insurance, Personal Finance, Portfolio Management, Series 7, 401k, Finance, Mutual Funds, Estate Planning, Asset Management, Asset Allocation, IRAs, Financial Services, Investment Strategies, Investment Advisory, Long-term Care, Financial Planners, Term Life Insurance, Series 63
Education
George Fox University 2011 — 2013
MBA, Business Administration
Equality Funds, Inc. 2013 - Present
Core Compliance & Legal Services, Inc. 2014 - 2014
Integrity Financial Corporation January 2013 - July 2013
Pacific Insurance Group 2012 - 2013
Greater Life June 2010 - November 2012
Transamerica Financial Advisors, Inc. September 2003 - September 2012
Equality Funds, LLC 2007 - 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Retirement, Insurance, Financial Advisory, Securities, Small Business, Wealth Management, Fixed Annuities, FINRA, Disability Insurance, Personal Finance, Portfolio Management, Series 7, 401k, Finance, Mutual Funds, Estate Planning, Asset Management, Asset Allocation, IRAs, Financial Services, Investment Strategies, Investment Advisory, Long-term Care, Financial Planners, Term Life Insurance, Series 63
Education
George Fox University 2011 — 2013
MBA, Business Administration
Ray Olson, Jr, CPA, MBA Ray Olson, Jr, CPA, MBA's Transamerica Financial Advisors, Inc. Experience 1999 - Present
Job Certified Public Accountant® | Family Financial Planner | Retirement Income Planner | President at Ray Olson, LLC
Industry Financial Services
Experience
Ray Olson, LLC January 2009 - Present
Transamerica Financial Advisors, Inc. 1999 - Present
Olson Financial Group, LLC January 1999 - December 2008
Philip Morris 1991 - 1999
Price Waterhouse Coopers August 1986 - March 1991
Skills
Financial Planning, Investments, Strategic Financial..., Retirement Income..., College Planning, Tax Planning, Estate Planning, Financial Planner, Financial Consulting, Independent Financial..., Fee Based Planning, Savings and Investing, Stocks and Bonds, Wealth Manager, Living off Savings and..., Portfolio Protection, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Comprehensive..., Asset Managment, Asset Protection, Wealth Creation, Wealth Preservation, Investment Management
Education
Virginia Commonwealth University 1993 — 1995
MBA, Finance
James Madison University 1982 — 1986
James Madison University 1982 — 1986
BBA, Accounting
Benedictine high school
Ray Olson, LLC January 2009 - Present
Transamerica Financial Advisors, Inc. 1999 - Present
Olson Financial Group, LLC January 1999 - December 2008
Philip Morris 1991 - 1999
Price Waterhouse Coopers August 1986 - March 1991
Skills
Financial Planning, Investments, Strategic Financial..., Retirement Income..., College Planning, Tax Planning, Estate Planning, Financial Planner, Financial Consulting, Independent Financial..., Fee Based Planning, Savings and Investing, Stocks and Bonds, Wealth Manager, Living off Savings and..., Portfolio Protection, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Comprehensive..., Asset Managment, Asset Protection, Wealth Creation, Wealth Preservation, Investment Management
Education
Virginia Commonwealth University 1993 — 1995
MBA, Finance
James Madison University 1982 — 1986
James Madison University 1982 — 1986
BBA, Accounting
Benedictine high school
Nicolas Fedus Nicolas Fedus's Transamerica Financial Advisors, Inc. Experience May 2013 - August 2013
Job Executive Team Leader at Target Corporation
Industry Financial Services
Experience
Target Corporation July 2014 - Present
The Donna Karan Company February 2014 - May 2014
Transamerica Financial Advisors, Inc. May 2013 - August 2013
Super Soccer Stars May 2013 - August 2013
UNIQLO May 2012 - August 2012
American Red Cross in Greater New York June 2011 - August 2011
Blau Weiss Gottschee Soccer Club May 2008 - August 2010
City Council Member Mark Weprin September 2009 - November 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, French, Sales, Leadership, Research
Education
Marist College 2010 — 2014
Bachelor of Science in Business Administration, Finance, 3.58/4.00, Senior
Universidad Autonoma de Barcelona 2013 — 2013
Bachelor's degree, Finance
Townsend Harris 2006 — 2010
Target Corporation July 2014 - Present
The Donna Karan Company February 2014 - May 2014
Transamerica Financial Advisors, Inc. May 2013 - August 2013
Super Soccer Stars May 2013 - August 2013
UNIQLO May 2012 - August 2012
American Red Cross in Greater New York June 2011 - August 2011
Blau Weiss Gottschee Soccer Club May 2008 - August 2010
City Council Member Mark Weprin September 2009 - November 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, French, Sales, Leadership, Research
Education
Marist College 2010 — 2014
Bachelor of Science in Business Administration, Finance, 3.58/4.00, Senior
Universidad Autonoma de Barcelona 2013 — 2013
Bachelor's degree, Finance
Townsend Harris 2006 — 2010
Christopher Dawdy Christopher Dawdy's Transamerica Financial Advisors, Inc. Experience February 2013 - Present
Job Registered Representative with TransAmerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2013 - Present
HealthONE October 2006 - February 2014
Skills
Insurance, Healthcare, Health Insurance, Long-term Care, Medicare, Public Speaking, Customer Service, Leadership, Employee Benefits, Team Building, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Microsoft Office, Coaching, Leadership Development, Training, Nursing, Outlook, Wellness, Retirement, Financial Advisory, Retirement Planning, Financial Planners, Financial Planning
Education
Front Range Community College 1993 — 1996
Nursing
Metropolitan State University of Denver 1989 — 1991
Communication, Journalism, and Related Programs
Northglenn
Transamerica Financial Advisors, Inc. February 2013 - Present
HealthONE October 2006 - February 2014
Skills
Insurance, Healthcare, Health Insurance, Long-term Care, Medicare, Public Speaking, Customer Service, Leadership, Employee Benefits, Team Building, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Microsoft Office, Coaching, Leadership Development, Training, Nursing, Outlook, Wellness, Retirement, Financial Advisory, Retirement Planning, Financial Planners, Financial Planning
Education
Front Range Community College 1993 — 1996
Nursing
Metropolitan State University of Denver 1989 — 1991
Communication, Journalism, and Related Programs
Northglenn
Ryan W. Lane, MBA's Transamerica Financial Advisors, Inc. Experience July 2014 - March 2015
Job Financial Professional at AXA Advisors
Industry Investment Management
Experience
AXA Advisors April 2015 - Present
Transamerica Financial Advisors, Inc. July 2014 - March 2015
Allstate November 2013 - October 2014
BNSF Railway June 2002 - June 2004
BNSF Railway June 2000 - June 2002
General Motors May 1999 - June 2000
U.S. Coast Guard June 1994 - June 1999
US Navy - Naval Nuclear Power School (NPS) July 1990 - June 1994
Skills
Tax-Efficient Investing..., Financial Strategies, Executive Benefit..., Contract Negotiation, Client Education, Budgets, Long-Term Care Planning..., Retirement Planning..., Real Estate, Construction, Sales, Training, Business Development, Six Sigma, Strategic Planning, Investment Planning, Lean Manufacturing, Construction Loans, Sales Management, Investment Properties, Contract Management, Commercial Real Estate, Lean Operations, Real Estate Transactions, Sales Process, New Business Development, Small Business, Financial Analysis, Managed Money, Retirement Planning, Company Set-up, Insurance Strategies, Estate Planning...
Education
The University of Texas at Dallas 1998 — 2001
Executive Master of Business Administration (M.B.A.), Global Leadership
Hampton University 1992 — 1996
Bachelor of Science (BS), Applied Physics
AXA Advisors April 2015 - Present
Transamerica Financial Advisors, Inc. July 2014 - March 2015
Allstate November 2013 - October 2014
BNSF Railway June 2002 - June 2004
BNSF Railway June 2000 - June 2002
General Motors May 1999 - June 2000
U.S. Coast Guard June 1994 - June 1999
US Navy - Naval Nuclear Power School (NPS) July 1990 - June 1994
Skills
Tax-Efficient Investing..., Financial Strategies, Executive Benefit..., Contract Negotiation, Client Education, Budgets, Long-Term Care Planning..., Retirement Planning..., Real Estate, Construction, Sales, Training, Business Development, Six Sigma, Strategic Planning, Investment Planning, Lean Manufacturing, Construction Loans, Sales Management, Investment Properties, Contract Management, Commercial Real Estate, Lean Operations, Real Estate Transactions, Sales Process, New Business Development, Small Business, Financial Analysis, Managed Money, Retirement Planning, Company Set-up, Insurance Strategies, Estate Planning...
Education
The University of Texas at Dallas 1998 — 2001
Executive Master of Business Administration (M.B.A.), Global Leadership
Hampton University 1992 — 1996
Bachelor of Science (BS), Applied Physics
Shirley SC Yong Shirley SC Yong's Transamerica Financial Advisors, Inc. Experience September 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2015 - Present
Johnson & Wales University May 2012 - Present
Crescent Hotels & Resorts October 2013 - December 2014
Board of Northern Virginia Business Travel Association December 2012 - December 2013
The Westin Tysons Corner March 2012 - October 2013
The Procaccianti Group April 2010 - February 2012
Starwood Hotels & Resorts Worldwide, Inc. April 2006 - April 2010
Embassy Suites September 2004 - April 2006
Skills
Customer Satisfaction, Project Implementation, Contract Management, Event Planning, Presentation Skills, Training & Development, Client Relationship..., Problem Solving, Decision Making, Team Building, Leadership Development, Time Management, Budgets, Event Management, Negotiation, Competitive Analysis, Hospitality, CRM, Employee Training, Management, Hotels, Banquets, Food & Beverage, Strategy, Contract Negotiation, Marketing, Front Office, Marketing Strategy, Customer Service, Hospitality Management, Recruiting
Education
Johnson & Wales University 2002 — 2004
S.A Master of Business Administration, Global Business in Marketing
Johnson & Wales University 2001 — 2002
S.A Bachelor of Science Degree, Hospitality Management
The Blue Mountains International Hotel Management School (BMIHMS) 1997 — 1998
Advanced Diploma, Hotel Management
The Pacific International Hotel Management School (PIHMS) 1996 — 1997
Certificate; S.A, Hotel Management
Transamerica Financial Advisors, Inc. September 2015 - Present
Johnson & Wales University May 2012 - Present
Crescent Hotels & Resorts October 2013 - December 2014
Board of Northern Virginia Business Travel Association December 2012 - December 2013
The Westin Tysons Corner March 2012 - October 2013
The Procaccianti Group April 2010 - February 2012
Starwood Hotels & Resorts Worldwide, Inc. April 2006 - April 2010
Embassy Suites September 2004 - April 2006
Skills
Customer Satisfaction, Project Implementation, Contract Management, Event Planning, Presentation Skills, Training & Development, Client Relationship..., Problem Solving, Decision Making, Team Building, Leadership Development, Time Management, Budgets, Event Management, Negotiation, Competitive Analysis, Hospitality, CRM, Employee Training, Management, Hotels, Banquets, Food & Beverage, Strategy, Contract Negotiation, Marketing, Front Office, Marketing Strategy, Customer Service, Hospitality Management, Recruiting
Education
Johnson & Wales University 2002 — 2004
S.A Master of Business Administration, Global Business in Marketing
Johnson & Wales University 2001 — 2002
S.A Bachelor of Science Degree, Hospitality Management
The Blue Mountains International Hotel Management School (BMIHMS) 1997 — 1998
Advanced Diploma, Hotel Management
The Pacific International Hotel Management School (PIHMS) 1996 — 1997
Certificate; S.A, Hotel Management
Winston Vines's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
Transamerica Financial Advisors, Inc. May 2015 - Present
SAP Center at San Jose June 2014 - Present
Campbell Union School District November 2005 - Present
Skills
Emergency Management, Emergency Services, Hazardous Materials, NIMS, Training, Cpr Certified, Human Resources
Education
Mission College 2008 — 2009
Fire Technology
Mission College 2008 — 2009
FEMA NIMS Resource Management
Foothill community college 2007 — 2008
Emergency Medical Technician -Basic, Emergency Medical Technology/Technician (EMT Paramedic), A
Oak Grove High School 2001 — 2005
HS Diploma
World Financial Group (WFG) May 2015 - Present
Transamerica Financial Advisors, Inc. May 2015 - Present
SAP Center at San Jose June 2014 - Present
Campbell Union School District November 2005 - Present
Skills
Emergency Management, Emergency Services, Hazardous Materials, NIMS, Training, Cpr Certified, Human Resources
Education
Mission College 2008 — 2009
Fire Technology
Mission College 2008 — 2009
FEMA NIMS Resource Management
Foothill community college 2007 — 2008
Emergency Medical Technician -Basic, Emergency Medical Technology/Technician (EMT Paramedic), A
Oak Grove High School 2001 — 2005
HS Diploma
Richard Crouch's Transamerica Financial Advisors, Inc. Experience September 2010 - May 2015
Job Investment Advisor Representative at Concorde Investment Services California & Arizona
Industry Real Estate
Experience
Concorde Investment Services June 2015 - Present
Alain Pinel Realtors January 2002 - Present
Transamerica Financial Advisors, Inc. September 2010 - May 2015
CAT Technology, Inc. - Los Gatos, California April 1994 - January 2002
Sun Microsystems July 1985 - June 1994
Skills
Investment Advisory..., Real Estate Sales, Tax Deferral in the..., Tax Deferral in a Sale..., Listings, Remodeling of Real...
Education
Georgia Institute of Technology 1964 — 1968
MSEE 72 and BSEE 68, Electrical Engineering
University of Alabama, Birmingham 1973 — 1975
MBA Program, Business Studies, Business Administration and Management
Financial Regulatory Agency (FINRA) and California/Arizona Department of Insurance 2010 — 2015
Licensed Proefessional, Real Estate and Financial Services, n/a
Concorde Investment Services June 2015 - Present
Alain Pinel Realtors January 2002 - Present
Transamerica Financial Advisors, Inc. September 2010 - May 2015
CAT Technology, Inc. - Los Gatos, California April 1994 - January 2002
Sun Microsystems July 1985 - June 1994
Skills
Investment Advisory..., Real Estate Sales, Tax Deferral in the..., Tax Deferral in a Sale..., Listings, Remodeling of Real...
Education
Georgia Institute of Technology 1964 — 1968
MSEE 72 and BSEE 68, Electrical Engineering
University of Alabama, Birmingham 1973 — 1975
MBA Program, Business Studies, Business Administration and Management
Financial Regulatory Agency (FINRA) and California/Arizona Department of Insurance 2010 — 2015
Licensed Proefessional, Real Estate and Financial Services, n/a
Christopher P. Gergen Christopher P. Gergen's Transamerica Financial Advisors, Inc. Experience April 2011 - December 2012
Job President and Chief Executive Officer at International Building Services
Industry Facilities Services
Experience
International Building Services August 2015 - Present
MassMutual Financial Group June 2014 - April 2015
COUNTRY Financial® February 2013 - June 2014
Transamerica Financial Advisors, Inc. April 2011 - December 2012
Columbia Southern Education Group June 2009 - January 2011
US Navy October 2001 - November 2006
Skills
Financial Services, Personal Financial..., Public Speaking, Financial Risk...
Education
Lane Community College 2011 — 2013
Business/Managerial Economics
Pass Christian High School 1993 — 1994
High School Diploma, General, 3.25 GPA
Sheldon High School 1990 — 1993
High School Attended 9 - 11 Grade, General, 3.25 GPA
International Building Services August 2015 - Present
MassMutual Financial Group June 2014 - April 2015
COUNTRY Financial® February 2013 - June 2014
Transamerica Financial Advisors, Inc. April 2011 - December 2012
Columbia Southern Education Group June 2009 - January 2011
US Navy October 2001 - November 2006
Skills
Financial Services, Personal Financial..., Public Speaking, Financial Risk...
Education
Lane Community College 2011 — 2013
Business/Managerial Economics
Pass Christian High School 1993 — 1994
High School Diploma, General, 3.25 GPA
Sheldon High School 1990 — 1993
High School Attended 9 - 11 Grade, General, 3.25 GPA
Michael Yun Michael Yun's Transamerica Financial Advisors, Inc. Experience January 2014 - May 2014
Job Student at Emory University
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2014 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance
Education
Emory University 2014 — 2018
Finance and Financial Management Services
Alpharetta High School 2010 — 2014
High School Degree
Transamerica Financial Advisors, Inc. January 2014 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Finance
Education
Emory University 2014 — 2018
Finance and Financial Management Services
Alpharetta High School 2010 — 2014
High School Degree
Jeanmarie Laracuente's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Jewish Vocational Service of MetroWest
Industry Mental Health Care
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
Jewish Vocational Services of MetroWest July 2015 - Present
Easter Seals New Jersey April 2007 - November 2013
Jersey City Medical Center 2004 - 2007
Mental Health Association of Morris County 2002 - 2004
Skills
Nonprofits, Community Outreach, Crisis Intervention, Fundraising, Stewardship, Non-profit..., Social Services, Healthcare, Non-profits, Grant Writing, Case Managment, Program Development, Volunteer Management, Case Management, Mental Health, Grants, Board Development, Psychotherapy, Program Evaluation, Mental Health Counseling
Education
New York University 1987 — 1989
Master of Arts (MA), Vocational Rehabilitation Counseling/Counselor
Montclair State University 1980 — 1985
Bachelor of Arts (BA), Music Therapy/Therapist
Manalapan High School
Diploma
Transamerica Financial Advisors, Inc. July 2015 - Present
Jewish Vocational Services of MetroWest July 2015 - Present
Easter Seals New Jersey April 2007 - November 2013
Jersey City Medical Center 2004 - 2007
Mental Health Association of Morris County 2002 - 2004
Skills
Nonprofits, Community Outreach, Crisis Intervention, Fundraising, Stewardship, Non-profit..., Social Services, Healthcare, Non-profits, Grant Writing, Case Managment, Program Development, Volunteer Management, Case Management, Mental Health, Grants, Board Development, Psychotherapy, Program Evaluation, Mental Health Counseling
Education
New York University 1987 — 1989
Master of Arts (MA), Vocational Rehabilitation Counseling/Counselor
Montclair State University 1980 — 1985
Bachelor of Arts (BA), Music Therapy/Therapist
Manalapan High School
Diploma
Joseph Allen Hebert's Transamerica Financial Advisors, Inc. Experience June 1990 - August 1990
Job Financial Advisor | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2006 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2006
Edward Jones August 1990 - September 1994
Transamerica Financial Advisors, Inc. June 1990 - August 1990
Branch Office of Transamerica Financial Advisors December 1989 - August 1990
Education
Tulane University - A.B. Freeman School of Business 1982 — 1982
Post-Graduate Studies, Finance
Louisiana State University 1975 — 1978
BS, Psychology & Computer Science/Statistics
University of Virginia 1973 — 1974
Social Psychology
Ameriprise Financial Services, Inc. March 2006 - Present
A.G. Edwards & Sons, Inc. September 1994 - March 2006
Edward Jones August 1990 - September 1994
Transamerica Financial Advisors, Inc. June 1990 - August 1990
Branch Office of Transamerica Financial Advisors December 1989 - August 1990
Education
Tulane University - A.B. Freeman School of Business 1982 — 1982
Post-Graduate Studies, Finance
Louisiana State University 1975 — 1978
BS, Psychology & Computer Science/Statistics
University of Virginia 1973 — 1974
Social Psychology
Raymond Bone's Transamerica Financial Advisors, Inc. Experience November 2013 - Present
Job Emergency Management Specialist at US Navy
Industry Military
Experience
Transamerica Financial Advisors, Inc. November 2013 - Present
US Navy (DoD) January 2010 - Present
US Navy (Active Duty) January 2007 - December 2009
US Navy (Active Duty) January 2002 - December 2006
Skills
Security Clearance, Military Operations, Military Experience, Military, DoD, Command, National Security, Navy, Exercises, Force Protection, Top Secret, Contingency Planning, Military Training, Operational Planning, Program Management, Government
Education
National University 2013 — 2015
Master of Business Administration (MBA)
Hawaii Pacific University 2008 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
Transamerica Financial Advisors, Inc. November 2013 - Present
US Navy (DoD) January 2010 - Present
US Navy (Active Duty) January 2007 - December 2009
US Navy (Active Duty) January 2002 - December 2006
Skills
Security Clearance, Military Operations, Military Experience, Military, DoD, Command, National Security, Navy, Exercises, Force Protection, Top Secret, Contingency Planning, Military Training, Operational Planning, Program Management, Government
Education
National University 2013 — 2015
Master of Business Administration (MBA)
Hawaii Pacific University 2008 — 2010
Bachelor of Science in Business Administration (BSBA), Finance
ZHANG HANHUI's Transamerica Financial Advisors, Inc. Experience June 2015 - Present
Job Executive and Administrative Assistant at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2015 - Present
Washington Wanbao Inc. April 2014 - Present
Marriott Hotels August 2013 - February 2014
Pangu 7 Star Hotel Beijing January 2010 - August 2010
Education
Johnson & Wales University 2010 — 2013
Hospitality and Recreation Marketing Operations Manamgement, Master of Business Administration (MBA)(Yes)
Transamerica Financial Advisors, Inc. June 2015 - Present
Washington Wanbao Inc. April 2014 - Present
Marriott Hotels August 2013 - February 2014
Pangu 7 Star Hotel Beijing January 2010 - August 2010
Education
Johnson & Wales University 2010 — 2013
Hospitality and Recreation Marketing Operations Manamgement, Master of Business Administration (MBA)(Yes)
William Weston Wes Quesenberry William Weston Wes Quesenberry's Transamerica Financial Advisors, Inc. Experience January 2012 - September 2013
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Belk November 2014 - August 2015
Belk November 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2012 - September 2013
World Financial Group (WFG) January 2007 - January 2012
Staffing Resources October 2006 - January 2007
Kroger November 2005 - October 2006
Skills
Sales, Customer Service, Leadership, Data Entry, Microsoft Office, Management, Event Planning, Social Media, Microsoft Word, Public Speaking, Insurance, PowerPoint, Microsoft Excel, Community Outreach, Outlook Express, Telephone Skills, Lotus Notes, Team Leadership, Nonprofits, Scanners, Non-profit Volunteer, Team Building, Retail Sales, Social Networking, Document Drafting, Internet Explorer, Compliance, Business Continuity, Business Letters, Employee Surveys, Member of Toastmasters, Motivated self-starter, Positive Team Player, Learning Quickly, Food Distribution, Mail Merge, Client Relations Skills, Credit, Visual Merchandising, Sales Leads, Fellowship, Membership Relations, Membership Development, Receptions, Meals, Office Management, Financial Services
Education
Toastmasters International 2010 — 2013
Public Speaking and Leadership, Public speaking
Georgia College and State University 1995 — 1997
Bachelor's degree, History / English
Oxford College of Emory University 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Gulliver Preparatory School 1990 — 1993
High School Diploma, High School/Secondary Diplomas and Certificates
Edward Jones August 2015 - Present
Belk November 2014 - August 2015
Belk November 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2012 - September 2013
World Financial Group (WFG) January 2007 - January 2012
Staffing Resources October 2006 - January 2007
Kroger November 2005 - October 2006
Skills
Sales, Customer Service, Leadership, Data Entry, Microsoft Office, Management, Event Planning, Social Media, Microsoft Word, Public Speaking, Insurance, PowerPoint, Microsoft Excel, Community Outreach, Outlook Express, Telephone Skills, Lotus Notes, Team Leadership, Nonprofits, Scanners, Non-profit Volunteer, Team Building, Retail Sales, Social Networking, Document Drafting, Internet Explorer, Compliance, Business Continuity, Business Letters, Employee Surveys, Member of Toastmasters, Motivated self-starter, Positive Team Player, Learning Quickly, Food Distribution, Mail Merge, Client Relations Skills, Credit, Visual Merchandising, Sales Leads, Fellowship, Membership Relations, Membership Development, Receptions, Meals, Office Management, Financial Services
Education
Toastmasters International 2010 — 2013
Public Speaking and Leadership, Public speaking
Georgia College and State University 1995 — 1997
Bachelor's degree, History / English
Oxford College of Emory University 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Gulliver Preparatory School 1990 — 1993
High School Diploma, High School/Secondary Diplomas and Certificates
Jihong Tong Jihong Tong's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Independent Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2015 - Present
Duke University Medical Center February 2002 - March 2015
Skills
Data Analysis, Life Sciences, Management, Strategic Planning, Project Management, Registered...
Education
The University of Tokyo 1992 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Northeast Normal University 1991 — 1992
Japanese Studies
Tsinghua University 1985 — 1988
Master’s Degree, Chemical Engineering
Tsinghua University 1980 — 1985
Bachelor of Engineering (B.Eng.), Chemical Engineering
Transamerica Financial Advisors, Inc. May 2015 - Present
Duke University Medical Center February 2002 - March 2015
Skills
Data Analysis, Life Sciences, Management, Strategic Planning, Project Management, Registered...
Education
The University of Tokyo 1992 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Northeast Normal University 1991 — 1992
Japanese Studies
Tsinghua University 1985 — 1988
Master’s Degree, Chemical Engineering
Tsinghua University 1980 — 1985
Bachelor of Engineering (B.Eng.), Chemical Engineering
Adam Abbas Adam Abbas's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Financial Services Professional | Experienced Investment Analyst, Business Consultant, and Executive Producer
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Jennifer Bet-David's Transamerica Financial Advisors, Inc. Experience June 2002 - September 2009
Job VP of Operations at PHP Agency LLC
Industry Insurance
Experience
PHP Agency LLC October 2009 - Present
Transamerica Financial Advisors, Inc. June 2002 - September 2009
Oakwood Worldwide December 1999 - February 2004
Skills
Professional Experience, Life Insurance, Strategic Financial..., Residential Mortgages, Microsoft Office, Real Estate, Agency Development, Entrepreneurship, Retirement, Public Speaking, Fixed Annuities, mutua, Insurance, Small Business, Retirement Planning, IRAs, Leadership, Term Life Insurance, Finance, Financial Planning, Long-term Care, Series 63
Education
Houston Community College 1999 — 2001
Business Administration, Management and Operations
UCLA
Creative Writing
PHP Agency LLC October 2009 - Present
Transamerica Financial Advisors, Inc. June 2002 - September 2009
Oakwood Worldwide December 1999 - February 2004
Skills
Professional Experience, Life Insurance, Strategic Financial..., Residential Mortgages, Microsoft Office, Real Estate, Agency Development, Entrepreneurship, Retirement, Public Speaking, Fixed Annuities, mutua, Insurance, Small Business, Retirement Planning, IRAs, Leadership, Term Life Insurance, Finance, Financial Planning, Long-term Care, Series 63
Education
Houston Community College 1999 — 2001
Business Administration, Management and Operations
UCLA
Creative Writing
Regina Stradford, CGFM, MBA, MAFM Regina Stradford, CGFM, MBA, MAFM's Transamerica Financial Advisors, Inc. Experience June 2002 - Present
Job Registered Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
US Federal Government September 2011 - Present
Transamerica Financial Advisors, Inc. June 2002 - Present
World Financial Group (WFG) June 2002 - Present
Dominion Enterprises August 2005 - June 2011
City of Norfolk/City of Virginia Beach October 2001 - July 2005
United States Marine Corps October 1981 - October 2001
Skills
Retirement, Insurance, Fixed Annuities, Accounting, Mutual Funds, Small Business, Finance, Retirement Planning, Strategic Financial..., Financial Analysis, Long-term Care, Investments, Health Insurance, Series 63, Leadership, Accounts Payable, Retirement Solutions, Annuities, IRA Rollovers, FINRA Series 6, Federal Government, Security Clearance, Entrepreneurship, New Business Development, IRAs
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
MAFM, Accounting & Financial Management
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Accounting
University of Maryland College Park 1992 — 1996
BS, Business Management/Accounting
US Federal Government September 2011 - Present
Transamerica Financial Advisors, Inc. June 2002 - Present
World Financial Group (WFG) June 2002 - Present
Dominion Enterprises August 2005 - June 2011
City of Norfolk/City of Virginia Beach October 2001 - July 2005
United States Marine Corps October 1981 - October 2001
Skills
Retirement, Insurance, Fixed Annuities, Accounting, Mutual Funds, Small Business, Finance, Retirement Planning, Strategic Financial..., Financial Analysis, Long-term Care, Investments, Health Insurance, Series 63, Leadership, Accounts Payable, Retirement Solutions, Annuities, IRA Rollovers, FINRA Series 6, Federal Government, Security Clearance, Entrepreneurship, New Business Development, IRAs
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
MAFM, Accounting & Financial Management
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Accounting
University of Maryland College Park 1992 — 1996
BS, Business Management/Accounting
Daniel Collings Daniel Collings's Transamerica Financial Advisors, Inc. Experience May 1996 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 1996 - Present
Education
East Texas Baptist University 1980 — 1985
B.A.S., History
Transamerica Financial Advisors, Inc. May 1996 - Present
Education
East Texas Baptist University 1980 — 1985
B.A.S., History
John P. Marshall John P. Marshall's Transamerica Financial Advisors, Inc. Experience 2011 - 2012
Job Top Producing Sales Executive and Wholesaler
Industry Financial Services
Experience
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Michael Oconitrillo Michael Oconitrillo's Transamerica Financial Advisors, Inc. Experience February 2012 - Present
Job Registered Representative at Transamerica Financial Advisors Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
The Marketing Arm December 2012 - Present
Transamerica Financial Advisors, Inc. February 2012 - Present
Primerica January 2009 - January 2012
SIERRA INDUSTRIAL ENGINEERING January 2008 - June 2008
Skills
Retirement Planning, Investments, Mutual Funds, Customer Service, Sales, Wealth Management, Insurance, Financial Planners, Strategic Financial..., Securities, Fixed Annuities, Finance, Life Insurance, Risk Management, Retirement, Term Life Insurance, Asset Management, CRM, Small Business, Investment Strategies, Employee Benefits, Financial Services, Financial Advisory, Savings, Retirement Savings, Variable Annuities, IRAs, Series 63, 401k, Indexed Annuities, Portfolio Management, Relationship Management, Alternative Investments, Wealth Accumulation, Roth IRA, 401k Rollovers, Personal Financial..., Financial Goals, Licensed Life, Series 6, Wealth, Bonds, Long Term Care Insurance, Long-term Care, Investment Advisory, FINRA, Wealth Management..., Asset Allocation, Pensions, Options
Education
DeVry University 2005 — 2008
Bachelor of Science, Computer Engineering Technology
The Marketing Arm December 2012 - Present
Transamerica Financial Advisors, Inc. February 2012 - Present
Primerica January 2009 - January 2012
SIERRA INDUSTRIAL ENGINEERING January 2008 - June 2008
Skills
Retirement Planning, Investments, Mutual Funds, Customer Service, Sales, Wealth Management, Insurance, Financial Planners, Strategic Financial..., Securities, Fixed Annuities, Finance, Life Insurance, Risk Management, Retirement, Term Life Insurance, Asset Management, CRM, Small Business, Investment Strategies, Employee Benefits, Financial Services, Financial Advisory, Savings, Retirement Savings, Variable Annuities, IRAs, Series 63, 401k, Indexed Annuities, Portfolio Management, Relationship Management, Alternative Investments, Wealth Accumulation, Roth IRA, 401k Rollovers, Personal Financial..., Financial Goals, Licensed Life, Series 6, Wealth, Bonds, Long Term Care Insurance, Long-term Care, Investment Advisory, FINRA, Wealth Management..., Asset Allocation, Pensions, Options
Education
DeVry University 2005 — 2008
Bachelor of Science, Computer Engineering Technology
Cecilia Chou Cecilia Chou's Transamerica Financial Advisors, Inc. Experience 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. 2010 - Present
Skills
Microsoft Excel, Customer Service, Life Insurance, Investments, Budgets, Microsoft Office, Retirement Planning, PowerPoint, Team Leadership, Leadership, Microsoft Word, Marketing Communications, Financial Services, Estate Planning, Teaching, Finance, Strategic Planning, Fixed Annuities, English, Outlook, Team Building, Windows, Budget, Direct Marketing, Presentations, College Funding...
Education
IIT Stuart School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
Illinois Institute of Technology
Master of Business Administration (MBA), Finance, General
Transamerica Financial Advisors, Inc. 2010 - Present
Skills
Microsoft Excel, Customer Service, Life Insurance, Investments, Budgets, Microsoft Office, Retirement Planning, PowerPoint, Team Leadership, Leadership, Microsoft Word, Marketing Communications, Financial Services, Estate Planning, Teaching, Finance, Strategic Planning, Fixed Annuities, English, Outlook, Team Building, Windows, Budget, Direct Marketing, Presentations, College Funding...
Education
IIT Stuart School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
Illinois Institute of Technology
Master of Business Administration (MBA), Finance, General
Azar Azarpour Azar Azarpour's Transamerica Financial Advisors, Inc. Experience April 2004 - Present
Job Wealth Manager Legacy PlannerFinancial Coach Investment Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. April 2004 - Present
Skills
Strategic Financial..., Securities, Investments, Financial Planners, Credit, Financial Services, Strategic Planning, Retirement, Small Business, Mutual Funds, Retirement Planning, Series 7, Personal Finance, Fixed Annuities, Wealth Management, Estate Planning, Financial Analysis, Financial Planning
Education
Houston Baptist University - College of Business and Economics
BBA, Mangement
University of Houston, C.T. Bauer College of Business
MBA, Finance
Transamerica Financial Advisors, Inc. April 2004 - Present
Skills
Strategic Financial..., Securities, Investments, Financial Planners, Credit, Financial Services, Strategic Planning, Retirement, Small Business, Mutual Funds, Retirement Planning, Series 7, Personal Finance, Fixed Annuities, Wealth Management, Estate Planning, Financial Analysis, Financial Planning
Education
Houston Baptist University - College of Business and Economics
BBA, Mangement
University of Houston, C.T. Bauer College of Business
MBA, Finance
Clint Baer's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2015 - Present
Enterprise Rent-A-Car January 2013 - August 2014
Costco Wholesale June 2007 - January 2013
Camp Adventure Youth Services January 2010 - August 2010
Skills
Management, Customer Service, Microsoft Office, Social Networking, Mac, Teaching, Sales Management, Interpersonal..., Marketing, Sales, Leadership Development, Account Management, Leadership, Microsoft Excel
Education
UC Davis 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Folsom Lake College 2007 — 2009
Associate of Arts (AA), General Studies
Transamerica Financial Advisors, Inc. January 2015 - Present
Enterprise Rent-A-Car January 2013 - August 2014
Costco Wholesale June 2007 - January 2013
Camp Adventure Youth Services January 2010 - August 2010
Skills
Management, Customer Service, Microsoft Office, Social Networking, Mac, Teaching, Sales Management, Interpersonal..., Marketing, Sales, Leadership Development, Account Management, Leadership, Microsoft Excel
Education
UC Davis 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Folsom Lake College 2007 — 2009
Associate of Arts (AA), General Studies
Denise Langhoff Denise Langhoff's Transamerica Financial Advisors, Inc. Experience January 2006 - Present
Job Credit Research Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2006 - Present
Education
Mount Mercy College 1985 — 1992
Bachelor of Business Administration (BBA), Accounting and Business/Management
Transamerica Financial Advisors, Inc. January 2006 - Present
Education
Mount Mercy College 1985 — 1992
Bachelor of Business Administration (BBA), Accounting and Business/Management
Matt Monius Matt Monius's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job MBA | Compliance | Sales | Trading | Seeking New Opportunities
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Shannon Mehls Shannon Mehls's Transamerica Financial Advisors, Inc. Experience 2009 - Present
Job OSJ Manager at J.A. Counter & Associates
Industry Financial Services
Experience
JA Counter June 2009 - Present
Transamerica Financial Advisors, Inc. 2009 - Present
J.A. Counter & Associates, Inc. June 2005 - June 2009
Education
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Business/Finance, Graduated with Honors
Minnesota State University, Mankato 1987 — 1993
University of Wisconsin-River Falls
Psychology
JA Counter June 2009 - Present
Transamerica Financial Advisors, Inc. 2009 - Present
J.A. Counter & Associates, Inc. June 2005 - June 2009
Education
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Business/Finance, Graduated with Honors
Minnesota State University, Mankato 1987 — 1993
University of Wisconsin-River Falls
Psychology
Bob Byczynski Bob Byczynski's Transamerica Financial Advisors, Inc. Experience April 2004 - June 2008
Job Director of Marketing at Personal Communications
Industry Management Consulting
Experience
Personal Communications Inc. July 2008 - Present
Transamerica Financial Advisors, Inc. April 2004 - June 2008
EmpireCLS November 2001 - January 2004
Park Holding, Inc / First Corporate, Inc October 1998 - November 2001
The Ritz-Carlton Hotel Company LLC August 1989 - October 1998
Skills
Sales Operations, Sales Process, Sales, Program Management, New Business Development, Strategic Planning, Management, Customer Service, Marketing, Analysis, Human Resources
Education
Georgia State University 1986 — 1987
Business Administration and Management, General
Personal Communications Inc. July 2008 - Present
Transamerica Financial Advisors, Inc. April 2004 - June 2008
EmpireCLS November 2001 - January 2004
Park Holding, Inc / First Corporate, Inc October 1998 - November 2001
The Ritz-Carlton Hotel Company LLC August 1989 - October 1998
Skills
Sales Operations, Sales Process, Sales, Program Management, New Business Development, Strategic Planning, Management, Customer Service, Marketing, Analysis, Human Resources
Education
Georgia State University 1986 — 1987
Business Administration and Management, General
Lloyd Coleman Lloyd Coleman's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Senior Associate at Transamerica Financial Advisors, Inc.
Industry Real Estate
Experience
Transamerica Financial Advisors, Inc. October 2014 - Present
American Green Realty July 2013 - December 2014
TLM Realty Inc December 2007 - July 2013
Valley Community Bank August 2007 - May 2010
TLM Realty Inc 2007 - 2010
Legacy Bank 2005 - 2007
California Star Properties 1996 - 1997
Skills
Real Estate, Sellers, Negotiation, First Time Home Buyers, Loans, Short Sales, Investment Properties, Foreclosures, Residential Homes, VA loans, FHA, Mortgage Lending, REO, Refinance, Construction Loans, Townhomes, Investors, Condos, HUD, Real Property, Relocation, 1031 Exchanges, Referrals, Income Properties, SFR, Buyers, Real Estate Financing, Single Family Homes, Real Estate Transactions, Buyer Representation, Listings, New Home Sales, Vacation Homes, Real Estate Economics, Property, Real Estate Development, Move Up Buyers, Brokerage, Rentals, Commercial Real Estate
Education
John Brown University 1968 — 1970
Engineering
Omaha Technical High School 1959 — 1963
High School Diploma
Transamerica Financial Advisors, Inc. October 2014 - Present
American Green Realty July 2013 - December 2014
TLM Realty Inc December 2007 - July 2013
Valley Community Bank August 2007 - May 2010
TLM Realty Inc 2007 - 2010
Legacy Bank 2005 - 2007
California Star Properties 1996 - 1997
Skills
Real Estate, Sellers, Negotiation, First Time Home Buyers, Loans, Short Sales, Investment Properties, Foreclosures, Residential Homes, VA loans, FHA, Mortgage Lending, REO, Refinance, Construction Loans, Townhomes, Investors, Condos, HUD, Real Property, Relocation, 1031 Exchanges, Referrals, Income Properties, SFR, Buyers, Real Estate Financing, Single Family Homes, Real Estate Transactions, Buyer Representation, Listings, New Home Sales, Vacation Homes, Real Estate Economics, Property, Real Estate Development, Move Up Buyers, Brokerage, Rentals, Commercial Real Estate
Education
John Brown University 1968 — 1970
Engineering
Omaha Technical High School 1959 — 1963
High School Diploma
Allen Rumble, RFC's Transamerica Financial Advisors, Inc. Experience October 2002 - Present
Job Comprehensive Wealth Management / Investment Representative
Industry Financial Services
Experience
Providence Wealth Partners, LLC October 2002 - Present
Transamerica Financial Advisors, Inc. October 2002 - Present
Creative Retirement Concepts, Inc. October 2001 - October 2002
Zionsville United Methodist Church June 1994 - September 2001
St. Luke's United Methodist Church June 1987 - June 1994
Rumble Farms & Mining Operation 1979 - 1981
Skills
Wealth Management, Strategic Financial..., Retirement, Investments, Portfolio Management, Insurance, Life Insurance, Series 7, Long-term Care, Small Business, Strategy, Financial Services, Leadership Development, Strategic Planning, Series 63, Fundraising, Employee Benefits, Wealth, Succession Planning, Training
Education
The American College 2001 — 2003
Life & Health, Series 7,63,65, Life Insurance, Securities, Investments
United Theological Seminary 1992 — 1995
D.Min., Organizational Leadership
United Theological Seminary 1980 — 1984
M.Div., Preaching/Homiletics
Oakland City University 1976 — 1979
BA, Religion and Philosophy
Wood Memorial High School 1969 — 1972
HS Diploma
Providence Wealth Partners, LLC October 2002 - Present
Transamerica Financial Advisors, Inc. October 2002 - Present
Creative Retirement Concepts, Inc. October 2001 - October 2002
Zionsville United Methodist Church June 1994 - September 2001
St. Luke's United Methodist Church June 1987 - June 1994
Rumble Farms & Mining Operation 1979 - 1981
Skills
Wealth Management, Strategic Financial..., Retirement, Investments, Portfolio Management, Insurance, Life Insurance, Series 7, Long-term Care, Small Business, Strategy, Financial Services, Leadership Development, Strategic Planning, Series 63, Fundraising, Employee Benefits, Wealth, Succession Planning, Training
Education
The American College 2001 — 2003
Life & Health, Series 7,63,65, Life Insurance, Securities, Investments
United Theological Seminary 1992 — 1995
D.Min., Organizational Leadership
United Theological Seminary 1980 — 1984
M.Div., Preaching/Homiletics
Oakland City University 1976 — 1979
BA, Religion and Philosophy
Wood Memorial High School 1969 — 1972
HS Diploma
Lisa Sandow Lisa Sandow's Transamerica Financial Advisors, Inc. Experience January 2012 - December 2013
Job Owner at USA Financial Group
Industry Financial Services
Experience
USA Financial Group November 2000 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2013
Institutional Securities Corp August 2007 - December 2011
SWS Financial Services Inc November 2000 - July 2007
Southwest Securities August 1997 - November 2000
Cullum & Sandow Securities November 1989 - August 1997
Skills
Securities, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Event Planning, Marketing, Series 7, Customer Service, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Life Insurance, Long-term Care, Investments, PowerPoint, Fixed Income, Member of Toastmasters, College Savings Plans, 403 b, Public Speaking, Finance, Financial Advisory, Term Life Insurance, Wealth Accumulation, FINRA, Series 63, Financial Planners, Wealth, Investment Strategies, Asset Allocation, Investment Management, Estate Planning, Wealth Management, Retirement, Investment Advisory, 401k, Loans, IRAs
Education
Middle Tennessee State University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Eastfield College 1984 — 1986
Basic College Subjects
Lakeview Centennial High School 1980 — 1983
HS Diploma
O'Banion Middle School 1977 — 1980
USA Financial Group November 2000 - Present
Transamerica Financial Advisors, Inc. January 2012 - December 2013
Institutional Securities Corp August 2007 - December 2011
SWS Financial Services Inc November 2000 - July 2007
Southwest Securities August 1997 - November 2000
Cullum & Sandow Securities November 1989 - August 1997
Skills
Securities, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Event Planning, Marketing, Series 7, Customer Service, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Life Insurance, Long-term Care, Investments, PowerPoint, Fixed Income, Member of Toastmasters, College Savings Plans, 403 b, Public Speaking, Finance, Financial Advisory, Term Life Insurance, Wealth Accumulation, FINRA, Series 63, Financial Planners, Wealth, Investment Strategies, Asset Allocation, Investment Management, Estate Planning, Wealth Management, Retirement, Investment Advisory, 401k, Loans, IRAs
Education
Middle Tennessee State University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Eastfield College 1984 — 1986
Basic College Subjects
Lakeview Centennial High School 1980 — 1983
HS Diploma
O'Banion Middle School 1977 — 1980
Andrew Murdoch Andrew Murdoch's Transamerica Financial Advisors, Inc. Experience July 2008 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2008 - Present
Shanghai Community International Schools August 2005 - July 2008
Education
Iowa State University 1999 — 2003
Transamerica Financial Advisors, Inc. July 2008 - Present
Shanghai Community International Schools August 2005 - July 2008
Education
Iowa State University 1999 — 2003
Adam Tennis Adam Tennis's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job A professional veteran with a successful track record of task completion.
Industry Financial Services
Experience
Lockheed Martin August 2015 - Present
Transamerica Financial Advisors, Inc. July 2015 - Present
Scientific Research Corporation November 2014 - June 2015
SAIC June 2014 - October 2014
Solatube International, Inc. April 2014 - June 2014
United States Marine Corps January 2005 - March 2014
United States Marine Corps July 2009 - January 2010
Skills
Team Leadership, Organizational..., Electronics, Management, Logistics, Electronics Repair, Personnel Management, Team Building, Logistics Management, Electrical..., Technical Leadership, Maintenance & Repair, Team Management, Leading Diverse Teams, Cross-functional Team..., Teaching, Telecommunications, Cost Management, Problem Solving, People Skills, Hardware Installation, Equipment Installation, Field Installation, Maintenance Management, Preventive Maintenance, Computer Maintenance, Security Clearance, Military Experience, Military, Military Operations, DoD, Operational Planning
Education
Liberty University 2015 — 2017
Bachelor of Science (B.S.), Criminal Justice - Homeland Security, Junior
Lockheed Martin August 2015 - Present
Transamerica Financial Advisors, Inc. July 2015 - Present
Scientific Research Corporation November 2014 - June 2015
SAIC June 2014 - October 2014
Solatube International, Inc. April 2014 - June 2014
United States Marine Corps January 2005 - March 2014
United States Marine Corps July 2009 - January 2010
Skills
Team Leadership, Organizational..., Electronics, Management, Logistics, Electronics Repair, Personnel Management, Team Building, Logistics Management, Electrical..., Technical Leadership, Maintenance & Repair, Team Management, Leading Diverse Teams, Cross-functional Team..., Teaching, Telecommunications, Cost Management, Problem Solving, People Skills, Hardware Installation, Equipment Installation, Field Installation, Maintenance Management, Preventive Maintenance, Computer Maintenance, Security Clearance, Military Experience, Military, Military Operations, DoD, Operational Planning
Education
Liberty University 2015 — 2017
Bachelor of Science (B.S.), Criminal Justice - Homeland Security, Junior
Rod Tolentino's Transamerica Financial Advisors, Inc. Experience June 2009 - Present
Job Managing Director
Industry Mechanical or Industrial Engineering
Experience
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
WM International Engineering January 2015 - Present
Southern Cook Radiation Oncology January 2011 - Present
Transamerica Financial Advisors, Inc. June 2009 - Present
Online Solutions, Inc. April 2003 - Present
HighTower March 2013 - June 2015
Saggezza, Inc. May 2011 - July 2013
Wachovia (client) January 2006 - May 2009
Perficient, Inc. 2000 - May 2009
Wachovia Securities 2006 - March 2009
Genisys Consulting 2000 - 2004
Skills
SQL Server, Business Analysis, SQL, MS Exchange, Google Apps, Microsoft SQL Server, Microsoft Exchange, .NET, ASP.NET, Active Directory, Agile Methodologies, Business Intelligence, Business Process..., Business Process, C#, Cloud Computing, Consulting, Data Modeling, DB2, Data Warehousing, Database Design, Databases, Disaster Recovery, ETL, Enterprise Architecture, IIS, IT Management, IT Strategy, ITIL, Integration, Linux, MS Project, MySQL, Networking, Oracle, PL/SQL, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Router Configuration, SDLC, SOA, SaaS, Security, SharePoint, Software Development, Software Documentation, Software Project...
Education
Illinois Institute of Technology 2001 — 2002
Master Certificate, eBusiness
Illinois Institute of Technology
Bachelor of Industrial Manufacturing and Management
San Beda College
University of Santo Tomas
Bachelor of Engineering (B.E.)
Jonathan Abry's Transamerica Financial Advisors, Inc. Experience November 2013 - Present
Job Registered Representative at Transamerica Financial Advisors Inc.Transamerica Financial Group Division
Industry Executive Office
Experience
Transamerica Financial Advisors, Inc. November 2013 - Present
Innovative Financial Group member John Hancock Financial Network April 2012 - November 2013
MetLife December 2010 - March 2012
Indymac Bank June 2003 - December 2007
Education
Northeastern University 1982 — 1986
Transamerica Financial Advisors, Inc. November 2013 - Present
Innovative Financial Group member John Hancock Financial Network April 2012 - November 2013
MetLife December 2010 - March 2012
Indymac Bank June 2003 - December 2007
Education
Northeastern University 1982 — 1986
Ryan Finnell's Transamerica Financial Advisors, Inc. Experience June 2006 - April 2012
Job President at Proactive Wealth Management
Industry Financial Services
Experience
Proactive Wealth Management September 2015 - Present
American Equity Investment May 2012 - Present
Retirement Tax Advisory Group May 2012 - August 2015
Transamerica Financial Advisors, Inc. June 2006 - April 2012
First Investors Corporation September 1995 - 2005
Skills
Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Life Insurance, Financial Services, Asset Management, Retirement, 401k, Financial Planning, Finance, Wealth Management, Financial Analysis, Customer Service, Insurance, Strategic Planning, Financial Advisory
Education
Kentucky State University 1992 — 1994
Proactive Wealth Management September 2015 - Present
American Equity Investment May 2012 - Present
Retirement Tax Advisory Group May 2012 - August 2015
Transamerica Financial Advisors, Inc. June 2006 - April 2012
First Investors Corporation September 1995 - 2005
Skills
Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Life Insurance, Financial Services, Asset Management, Retirement, 401k, Financial Planning, Finance, Wealth Management, Financial Analysis, Customer Service, Insurance, Strategic Planning, Financial Advisory
Education
Kentucky State University 1992 — 1994
Stephen Dissette's Transamerica Financial Advisors, Inc. Experience May 2010 - August 2014
Job Investment Advisor Representative at Horter Investment Management, LLC
Industry Financial Services
Experience
Horter Investment Management, LLC September 2014 - Present
World Financial Group (WFG) May 2010 - Present
Stephen D Dissette & Associates February 2010 - Present
Transamerica Financial Advisors May 2010 - August 2014
Transamerica Financial Advisors, Inc. May 2010 - August 2014
USA TAX & INSURANCE SERVICES 2008 - August 2008
Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners
Education
Northwestern University 1979 — 1983
Principia College 1982 — 1982
Horter Investment Management, LLC September 2014 - Present
World Financial Group (WFG) May 2010 - Present
Stephen D Dissette & Associates February 2010 - Present
Transamerica Financial Advisors May 2010 - August 2014
Transamerica Financial Advisors, Inc. May 2010 - August 2014
USA TAX & INSURANCE SERVICES 2008 - August 2008
Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners
Education
Northwestern University 1979 — 1983
Principia College 1982 — 1982
John M. Donnelly's Transamerica Financial Advisors, Inc. Experience March 2007 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2007 - Present
John Donnelly and Associates 2004 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Investments, Retirement
Education
North Dakota State University 1973 — 1977
Agriculture, Agriculture, Engineering, Science, Economics, Agronomy, and Education
Transamerica Financial Advisors, Inc. March 2007 - Present
John Donnelly and Associates 2004 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Investments, Retirement
Education
North Dakota State University 1973 — 1977
Agriculture, Agriculture, Engineering, Science, Economics, Agronomy, and Education
Rory Carney's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Advisory Services Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. October 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - October 2014
Franklin Templeton Investments August 2011 - December 2012
Adecco Group October 2009 - July 2011
Tampa Bay Segs February 2006 - September 2009
Alcoa April 2005 - August 2005
Education
Duquesne University 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Transamerica Financial Advisors, Inc. October 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - October 2014
Franklin Templeton Investments August 2011 - December 2012
Adecco Group October 2009 - July 2011
Tampa Bay Segs February 2006 - September 2009
Alcoa April 2005 - August 2005
Education
Duquesne University 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Yaeko Yuki Sekimori's Transamerica Financial Advisors, Inc. Experience February 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2007 - Present
Ogawa International Inc. (HCI) March 2002 - January 2007
Shin-Etsu Polymer Co. Ltd. January 1985 - November 2001
Skills
Financial Planning, Retirement Planning, Mutual Funds, Wealth Management, 401k, Employee Benefits, Investment Strategies, Estate Planning, Financial Advice, Insurance Planning, Health, Long-term Care, Financial Education, Strategic Financial..., Small Business, Financial Advisory, Financial Planners, Retirement, IRAs, Financial Services, Finance, Investments, Management
Education
University of San Francisco 1985 — 1988
Bachelor of Science, Organizational Behavior
De Anza College 1983 — 1985
Accounting
Seinan Jo Gakuin University
English & Education
Transamerica Financial Advisors, Inc. February 2007 - Present
Ogawa International Inc. (HCI) March 2002 - January 2007
Shin-Etsu Polymer Co. Ltd. January 1985 - November 2001
Skills
Financial Planning, Retirement Planning, Mutual Funds, Wealth Management, 401k, Employee Benefits, Investment Strategies, Estate Planning, Financial Advice, Insurance Planning, Health, Long-term Care, Financial Education, Strategic Financial..., Small Business, Financial Advisory, Financial Planners, Retirement, IRAs, Financial Services, Finance, Investments, Management
Education
University of San Francisco 1985 — 1988
Bachelor of Science, Organizational Behavior
De Anza College 1983 — 1985
Accounting
Seinan Jo Gakuin University
English & Education
David Iannone's Transamerica Financial Advisors, Inc. Experience January 2013 - Present
Job Owner Iannone Insurance & Risk Management Inc
Industry Insurance
Experience
Modestino Beverages LLC September 2014 - Present
Pinnacle Real Estate January 2014 - Present
Iannone Insurance & Risk Management Inc January 2013 - Present
Transamerica Financial Advisors, Inc. January 2013 - Present
Modestino Holdings LLC January 2012 - Present
David Anthony Insurance Agency Inc January 1993 - Present
Skills
Small Business, Sales, Marketing Strategy, Marketing, Social Media, Team Building, Social Networking, Social Media Marketing, New Business Development, REO, Sellers, Customer Service, Health Insurance, Strategic Planning, Accident, Long-term Care, Agents, Professional Liability, Legal Liability, Long Term Care Insurance, IRAs, Brokers, Workers Compensation, Casualty, Property, Commercial Lines, Retirement, General Insurance, 401k, Financial Planners, Claim, Retirement Planning, Renters, Marine Insurance, Liability, Homeowners, Universal Life, Umbrella Insurance, Whole Life, Casualty Insurance, Commercial Insurance
Education
Flagler College 1982 — 1986
B.A., History Pre-Law
Modestino Beverages LLC September 2014 - Present
Pinnacle Real Estate January 2014 - Present
Iannone Insurance & Risk Management Inc January 2013 - Present
Transamerica Financial Advisors, Inc. January 2013 - Present
Modestino Holdings LLC January 2012 - Present
David Anthony Insurance Agency Inc January 1993 - Present
Skills
Small Business, Sales, Marketing Strategy, Marketing, Social Media, Team Building, Social Networking, Social Media Marketing, New Business Development, REO, Sellers, Customer Service, Health Insurance, Strategic Planning, Accident, Long-term Care, Agents, Professional Liability, Legal Liability, Long Term Care Insurance, IRAs, Brokers, Workers Compensation, Casualty, Property, Commercial Lines, Retirement, General Insurance, 401k, Financial Planners, Claim, Retirement Planning, Renters, Marine Insurance, Liability, Homeowners, Universal Life, Umbrella Insurance, Whole Life, Casualty Insurance, Commercial Insurance
Education
Flagler College 1982 — 1986
B.A., History Pre-Law
Bob Van Cleave's Transamerica Financial Advisors, Inc. Experience May 2012 - July 2013
Job Financial Services Professional
Industry Financial Services
Experience
Bob Van Cleave Financial Services May 2015 - Present
Keller Williams Realty July 2008 - Present
Northeast Kansas October 1999 - Present
Five Rings Financial, LLC February 2014 - May 2015
Transamerica Financial Advisors, Inc. May 2012 - July 2013
Covansys May 1999 - August 2004
Fireman's Fund AgriBusiness August 1996 - May 1999
Skills
Investment Properties, Real Estate, Foreclosures, Selling, Investments, Investors, Property, Short Sales, Strategic Financial..., Residential Homes, Loans, REO, Marketing Strategy, First Time Home Buyers, Refinance
Education
University of Missouri-Kansas City 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Kansas State University 1990 — 1995
B.S. BUSINESS ADMINISTRATION, Accounting, Management Information Systems
Bob Van Cleave Financial Services May 2015 - Present
Keller Williams Realty July 2008 - Present
Northeast Kansas October 1999 - Present
Five Rings Financial, LLC February 2014 - May 2015
Transamerica Financial Advisors, Inc. May 2012 - July 2013
Covansys May 1999 - August 2004
Fireman's Fund AgriBusiness August 1996 - May 1999
Skills
Investment Properties, Real Estate, Foreclosures, Selling, Investments, Investors, Property, Short Sales, Strategic Financial..., Residential Homes, Loans, REO, Marketing Strategy, First Time Home Buyers, Refinance
Education
University of Missouri-Kansas City 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Kansas State University 1990 — 1995
B.S. BUSINESS ADMINISTRATION, Accounting, Management Information Systems
Harry Boyer's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Senior Associate at Transamerica Financial Advisors, Inc.
Industry Management Consulting
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group July 2008 - January 2012
Xplore Technologies 2002 - 2005
Tandem Computers 1996 - 1998
Skills
Forecasting, Procurement, Operations Management, Program Management, Budgeting
Education
St. Edward's University 2004 — 2007
Certified Financial Planner Certificate, Personal Financial Planning
University of California, Berkeley 1976 — 1978
MBA, Finance
Kansas State University 1964 — 1968
BS, Chemistry
Transamerica Financial Advisors, Inc. January 2012 - Present
World Financial Group July 2008 - January 2012
Xplore Technologies 2002 - 2005
Tandem Computers 1996 - 1998
Skills
Forecasting, Procurement, Operations Management, Program Management, Budgeting
Education
St. Edward's University 2004 — 2007
Certified Financial Planner Certificate, Personal Financial Planning
University of California, Berkeley 1976 — 1978
MBA, Finance
Kansas State University 1964 — 1968
BS, Chemistry
Kristina Figueiral's Transamerica Financial Advisors, Inc. Experience May 2010 - May 2012
Job
Industry Marketing and Advertising
Experience
Smith & Nephew April 2015 - Present
Smith & Nephew July 2012 - April 2015
Transamerica Financial Advisors, Inc. May 2010 - May 2012
St. Pete Times Forum August 2007 - March 2008
Skills
Marketing, Event Planning, Advertising, Recruiting, Customer Service, Event Management, Sales, Marketing Communications, Market Research, Photoshop, Account Management, Marketing Strategy, Microsoft Office, Medical Devices, Product Launch, Social Media Marketing, Cross-functional Team..., Product Management, Strategic Planning, New Business Development, Leadership
Education
International Academy of Design 2006 — 2008
Marketing & Design
International Academy of Design 2006 — 2008
Photography
Fast Forward Language Institute 2009 — 2009
Smith & Nephew April 2015 - Present
Smith & Nephew July 2012 - April 2015
Transamerica Financial Advisors, Inc. May 2010 - May 2012
St. Pete Times Forum August 2007 - March 2008
Skills
Marketing, Event Planning, Advertising, Recruiting, Customer Service, Event Management, Sales, Marketing Communications, Market Research, Photoshop, Account Management, Marketing Strategy, Microsoft Office, Medical Devices, Product Launch, Social Media Marketing, Cross-functional Team..., Product Management, Strategic Planning, New Business Development, Leadership
Education
International Academy of Design 2006 — 2008
Marketing & Design
International Academy of Design 2006 — 2008
Photography
Fast Forward Language Institute 2009 — 2009
Patrice Christian's Transamerica Financial Advisors, Inc. Experience July 2012 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2012 - Present
Producers Financial Network August 2010 - July 2012
New England Financial August 2009 - October 2010
New England Financial 2009 - June 2010
T. Rowe Price October 2007 - April 2009
T. Rowe Price February 2006 - April 2009
Chase, Personal Banker August 2004 - February 2006
Thieman and Associates, Inc March 2004 - July 2004
Smith Barney October 2000 - May 2003
Dianne F Wright, Smith Barney September 1999 - October 2000
Skills
Series 7, Insurance, Series 66, Annuities, Retirement, Mutual Funds, Investments, Long Term Care, Investment Strategies, IRA's, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Kilgore College
Associate of Applied Science, Computer Science
LeTourneau University
BS, Business Management
Transamerica Financial Advisors, Inc. July 2012 - Present
Producers Financial Network August 2010 - July 2012
New England Financial August 2009 - October 2010
New England Financial 2009 - June 2010
T. Rowe Price October 2007 - April 2009
T. Rowe Price February 2006 - April 2009
Chase, Personal Banker August 2004 - February 2006
Thieman and Associates, Inc March 2004 - July 2004
Smith Barney October 2000 - May 2003
Dianne F Wright, Smith Barney September 1999 - October 2000
Skills
Series 7, Insurance, Series 66, Annuities, Retirement, Mutual Funds, Investments, Long Term Care, Investment Strategies, IRA's, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Kilgore College
Associate of Applied Science, Computer Science
LeTourneau University
BS, Business Management
John Pangilinan's Transamerica Financial Advisors, Inc. Experience November 2008 - March 2012
Job Manager, Reinsurance Accounting and Cession Reporting at SafeGuard Products
Industry Insurance
Experience
Safe-Guard Products March 2012 - Present
Transamerica Financial Advisors, Inc. November 2008 - March 2012
Williams Palace ALF July 2007 - October 2008
Primerica June 2006 - July 2007
Inhibitex August 2002 - June 2006
Federated Department Stores June 1999 - June 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Process Improvement, Analysis, Team Building, Auditing, Leadership, Internal Controls, Finance
Education
Fairleigh Dickinson University
Bachelors, Accounting
Safe-Guard Products March 2012 - Present
Transamerica Financial Advisors, Inc. November 2008 - March 2012
Williams Palace ALF July 2007 - October 2008
Primerica June 2006 - July 2007
Inhibitex August 2002 - June 2006
Federated Department Stores June 1999 - June 2002
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Process Improvement, Analysis, Team Building, Auditing, Leadership, Internal Controls, Finance
Education
Fairleigh Dickinson University
Bachelors, Accounting
Ted Bennett Jr.'s Transamerica Financial Advisors, Inc. Experience September 2013 - April 2014
Job Advising Investors Globally with Institutional Data, Risk & Asset Allocation Due Diligence Corp.Specialist | eVestment
Industry Financial Services
Experience
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
Frances Yan Sun, Ph.D.'s Transamerica Financial Advisors, Inc. Experience 2007 - 2009
Job Research Associate at Gen*NY*Sis Center for Excellence in Cancer Genomics
Industry Biotechnology
Experience
Gen*NY*Sis Center for Excellence in Cancer Genomics January 2013 - Present
University at albany, SUNY 2013 - Present
Gen*NY*Sis Center for Excellence in Cancer Genomics February 2010 - December 2012
Schenectady High School, in partnership with the Boys & Girls Clubs of Schenectady October 2011 - July 2012
University at Albany 2010 - 2012
Transamerica Financial Advisors, Inc. 2007 - 2009
Transamerica Financial Advisors, Inc. 2004 - 2007
Skills
HPLC, Immunohistochemistry, Q-PCR, Mass spectrometry, Western-blotting, Mammalian cell culture, Gel electrophoresis..., Mandarin, Japanese, X-ray chromatography, Cell culture techniques, MS Office Suite, Grant Writing, FINRA Series 6, Protein Chemistry, Chromatography, Cell Culture, Mass Spectrometry, UV/Vis, Microscopy, PCR, Spectroscopy, Purification, qPCR, Science, Biochemistry, Protein Purification, Biophysics, Protein Expression, Molecular Biology, Cell Biology, NMR, Characterization, Chemistry, Microsoft Office, Mammalian Cell Culture
Education
State University of New York at Albany 2003 — 2009
Ph.D., Chemistry
Jilin University
Gen*NY*Sis Center for Excellence in Cancer Genomics January 2013 - Present
University at albany, SUNY 2013 - Present
Gen*NY*Sis Center for Excellence in Cancer Genomics February 2010 - December 2012
Schenectady High School, in partnership with the Boys & Girls Clubs of Schenectady October 2011 - July 2012
University at Albany 2010 - 2012
Transamerica Financial Advisors, Inc. 2007 - 2009
Transamerica Financial Advisors, Inc. 2004 - 2007
Skills
HPLC, Immunohistochemistry, Q-PCR, Mass spectrometry, Western-blotting, Mammalian cell culture, Gel electrophoresis..., Mandarin, Japanese, X-ray chromatography, Cell culture techniques, MS Office Suite, Grant Writing, FINRA Series 6, Protein Chemistry, Chromatography, Cell Culture, Mass Spectrometry, UV/Vis, Microscopy, PCR, Spectroscopy, Purification, qPCR, Science, Biochemistry, Protein Purification, Biophysics, Protein Expression, Molecular Biology, Cell Biology, NMR, Characterization, Chemistry, Microsoft Office, Mammalian Cell Culture
Education
State University of New York at Albany 2003 — 2009
Ph.D., Chemistry
Jilin University
Mike Gunnar's Transamerica Financial Advisors, Inc. Experience November 2000 - June 2005
Job Sales Administration Director at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Transamerica October 2011 - July 2012
Transamerica December 2006 - October 2011
Transamerica June 2005 - November 2006
Transamerica Financial Advisors, Inc. November 2000 - June 2005
Equitable Distributors January 2000 - November 2000
SunAmerica August 1994 - December 1999
Skills
Fixed Annuities, Insurance, Series 63, Variable Annuities, Series 6, Sales Management, Series 7, Retirement, Life Insurance, Series 24, Marketing Strategy, Mutual Funds, Strategic Planning, New Business Development, 401k, Process Improvement, Sales, Marketing, Retirement Planning, Product Development, Financial Services
Education
Hope International University 1983 — 1986
BS, Psychology/ Cross-Cultural Studies
Transamerica July 2012 - Present
Transamerica October 2011 - July 2012
Transamerica December 2006 - October 2011
Transamerica June 2005 - November 2006
Transamerica Financial Advisors, Inc. November 2000 - June 2005
Equitable Distributors January 2000 - November 2000
SunAmerica August 1994 - December 1999
Skills
Fixed Annuities, Insurance, Series 63, Variable Annuities, Series 6, Sales Management, Series 7, Retirement, Life Insurance, Series 24, Marketing Strategy, Mutual Funds, Strategic Planning, New Business Development, 401k, Process Improvement, Sales, Marketing, Retirement Planning, Product Development, Financial Services
Education
Hope International University 1983 — 1986
BS, Psychology/ Cross-Cultural Studies
Virginia Staffanell's Transamerica Financial Advisors, Inc. Experience January 2014 - Present
Job Business Developement
Industry Architecture & Planning
Experience
Smallwood Reynolds Stewart Stewart January 2015 - Present
Transamerica Financial Advisors, Inc. January 2014 - Present
Landmark October 2012 - Present
Rodan and Fields Dermatologists 2012 - Present
American Facility Services, Inc June 2010 - December 2014
Smallwood Reynolds Stewart Stewart 2006 - 2009
Skills
Contract Management, Construction, Business Development, Submittals, Mixed-use, Customer Service, Sustainable Design, Design Research, Sustainability, Contractors, Project Management, Construction Drawings, Urban, Budgets, Strategic Planning, AutoCAD Architecture, LEED, Space-planning, Space planning, BIM, Architectural Design, Contract Negotiation, Team Building, Architecture, Residential Design, Design Management, SketchUp, Green Building, Leadership, Architectural Drawings, Construction Management, Code Enforcement, Comprehensive Planning
Education
Georgia Institute of Technology 1988 — 1991
BS, Architecture
Briarcliff High School 1977 — 1981
Smallwood Reynolds Stewart Stewart January 2015 - Present
Transamerica Financial Advisors, Inc. January 2014 - Present
Landmark October 2012 - Present
Rodan and Fields Dermatologists 2012 - Present
American Facility Services, Inc June 2010 - December 2014
Smallwood Reynolds Stewart Stewart 2006 - 2009
Skills
Contract Management, Construction, Business Development, Submittals, Mixed-use, Customer Service, Sustainable Design, Design Research, Sustainability, Contractors, Project Management, Construction Drawings, Urban, Budgets, Strategic Planning, AutoCAD Architecture, LEED, Space-planning, Space planning, BIM, Architectural Design, Contract Negotiation, Team Building, Architecture, Residential Design, Design Management, SketchUp, Green Building, Leadership, Architectural Drawings, Construction Management, Code Enforcement, Comprehensive Planning
Education
Georgia Institute of Technology 1988 — 1991
BS, Architecture
Briarcliff High School 1977 — 1981
Eddie Ippolito's Transamerica Financial Advisors, Inc. Experience February 2008 - Present
Job Compliance Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2008 - Present
Raymond James Financial Services June 2005 - December 2007
Wells Fargo Financial April 2004 - June 2005
Prudential Elliman Real Estate March 2002 - January 2004
Zenith Media Services May 2000 - May 2001
Skills
FINRA, Mutual Funds, Securities, Series 7
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration, Business
Transamerica Financial Advisors, Inc. February 2008 - Present
Raymond James Financial Services June 2005 - December 2007
Wells Fargo Financial April 2004 - June 2005
Prudential Elliman Real Estate March 2002 - January 2004
Zenith Media Services May 2000 - May 2001
Skills
FINRA, Mutual Funds, Securities, Series 7
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration, Business
Matt Luckey's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International June 2006 - January 2012
World Group Securities September 2005 - June 2007
World Group Securities April 2002 - September 2005
WMA Securities, Inc. May 2000 - April 2002
Education
Georgia State University 1998 — 2002
Finance
Christopher Loan's Transamerica Financial Advisors, Inc. Experience August 2010 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. August 2010 - Present
Westover Controls October 2005 - November 2012
Austin Funding August 2008 - July 2009
Local 68 Electrical Union February 2001 - September 2005
Skills
Leadership, Project Planning, Training, Management, Sales, Networking, Marketing, Entrepreneurship, Time Management, Security, Customer Service, Contract Management, Retail, Microsoft Excel, Process Scheduler, B2B, Budgets, Process Improvement, Business Networking, Business Development
Education
University of Phoenix 2010 — 2012
BA, Accounting, Finance
Metropolitan State College of Denver
Transamerica Financial Advisors, Inc. August 2010 - Present
Westover Controls October 2005 - November 2012
Austin Funding August 2008 - July 2009
Local 68 Electrical Union February 2001 - September 2005
Skills
Leadership, Project Planning, Training, Management, Sales, Networking, Marketing, Entrepreneurship, Time Management, Security, Customer Service, Contract Management, Retail, Microsoft Excel, Process Scheduler, B2B, Budgets, Process Improvement, Business Networking, Business Development
Education
University of Phoenix 2010 — 2012
BA, Accounting, Finance
Metropolitan State College of Denver
Gordon Wan's Transamerica Financial Advisors, Inc. Experience 2013 - Present
Job Marketing Director at Transamerica Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. 2013 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2000 - 2011
PFPC GLOBAL FUND SERVICES 1999 - 2000
PFPC GLOBAL FUND SERVICES 1997 - 1999
PFPC GLOBAL FUND SERVICES 1995 - 1997
THE BOSTON COMPANY 1992 - 1995
MUTUAL OF NEW YORK 1990 - 1992
Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy
Education
Northeastern University 1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing
Transamerica Financial Advisors, Inc. 2013 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2000 - 2011
PFPC GLOBAL FUND SERVICES 1999 - 2000
PFPC GLOBAL FUND SERVICES 1997 - 1999
PFPC GLOBAL FUND SERVICES 1995 - 1997
THE BOSTON COMPANY 1992 - 1995
MUTUAL OF NEW YORK 1990 - 1992
Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy
Education
Northeastern University 1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing
Derrick Vermillion's Transamerica Financial Advisors, Inc. Experience 2012 - 2013
Job Chief Compliance Officer at The Impact Partnership
Industry Financial Services
Experience
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
The Impact Partnership October 2014 - Present
AOPA 2010 - 2015
AOPA 2010 - 2015
World Financial Group, Inc. 2013 - October 2014
Transamerica Financial Advisors, Inc. 2012 - 2013
World Group Securities, Inc. December 2005 - January 2012
Transamerica Financial Advisors, Inc. 2012 - 2012
Primerica Financial Services 2001 - December 2005
Invest Financial November 1998 - September 2001
FINRA March 1998 - November 1998
Skills
Securities, FINRA, Auditing, Mutual Funds, Securities Regulation, Series 24, Investments, Alternative Investments, Insurance, Financial Services, Series 7, Investment Advisory, Retirement Planning, Retirement, Due Diligence, Risk Management, Financial Advisory, Variable Annuities, Financial Risk, Wealth Management, Fixed Income, Process Improvement, AML, Asset Management, Equities, Trading, Finance, Financial Planning, Management, Fixed Annuities, Negotiation, New Business Development, Day Trading, Life Insurance, 401k
Education
Florida State University 1993 — 1995
Finance, Finance
Jack Daus's Transamerica Financial Advisors, Inc. Experience January 2012 - May 2013
Job Entrepenuer
Industry Financial Services
Experience
Real Estate Investor 1998 - Present
Transamerica Financial Advisors, Inc. January 2012 - May 2013
World Financial Group (WFG) August 2008 - May 2013
Hard Rock Tool 2002 - 2010
Hard Rock Tool 2002 - 2010
Skills
Retirement Planning, Sales, Mortgage Lending, Asset Management, Banking, Risk Management, Credit, Strategic Financial..., Customer Service, Fixed Annuities, Insurance, Financial Planning, Life Insurance, Marketing
Education
Middlesex County College 1990 — 1997
Environmental Technology
Real Estate Investor 1998 - Present
Transamerica Financial Advisors, Inc. January 2012 - May 2013
World Financial Group (WFG) August 2008 - May 2013
Hard Rock Tool 2002 - 2010
Hard Rock Tool 2002 - 2010
Skills
Retirement Planning, Sales, Mortgage Lending, Asset Management, Banking, Risk Management, Credit, Strategic Financial..., Customer Service, Fixed Annuities, Insurance, Financial Planning, Life Insurance, Marketing
Education
Middlesex County College 1990 — 1997
Environmental Technology
Xingyu Lu's Transamerica Financial Advisors, Inc. Experience Financial Analyst InternTransamerica Financial Advisors, Inc.December 2011 - January 2012
Job Financial Planner at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Financial Analyst InternTransamerica Financial Advisors, Inc.December 2011 - January 2012
Great Wall Securities Co., Ltd June 2010 - August 2010
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Python, Stata, Econometrics
Education
Michigan State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Transamerica Financial Advisors, Inc. Financial Analyst InternTransamerica Financial Advisors, Inc.December 2011 - January 2012
Great Wall Securities Co., Ltd June 2010 - August 2010
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Python, Stata, Econometrics
Education
Michigan State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Wing (Wanying) Wan's Transamerica Financial Advisors, Inc. Experience January 2005 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2005 - Present
World Financial Group (WFG) January 2005 - Present
Skills
Strategic Financial..., Investments, Mutual Funds, Insurance, Estate Planning, Financial Analysis, Customer Service, Entrepreneurship, Leadership, Sales, Marketing Strategy, Business Planning, Business Development, Business Analysis, Business Strategy, Finance, Strategy, Retirement
Education
Johnson and Wales University 2000 — 2004
Master of Business Administration (MBA), International Business/Global Leadership
Johnson and Wales University 2000 — 2004
MBA, International Business
Transamerica Financial Advisors, Inc. January 2005 - Present
World Financial Group (WFG) January 2005 - Present
Skills
Strategic Financial..., Investments, Mutual Funds, Insurance, Estate Planning, Financial Analysis, Customer Service, Entrepreneurship, Leadership, Sales, Marketing Strategy, Business Planning, Business Development, Business Analysis, Business Strategy, Finance, Strategy, Retirement
Education
Johnson and Wales University 2000 — 2004
Master of Business Administration (MBA), International Business/Global Leadership
Johnson and Wales University 2000 — 2004
MBA, International Business
Joe Pepper's Transamerica Financial Advisors, Inc. Experience December 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. December 2008 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Fixed Annuities, Investments, Strategic Planning, Financial Analysis, Business Planning, Retirement, Team Building, Coaching, 401k, Sales
Education
Metropolitan State College of Denver 1978 — 1980
Mathematics and business
Transamerica Financial Advisors, Inc. December 2008 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Fixed Annuities, Investments, Strategic Planning, Financial Analysis, Business Planning, Retirement, Team Building, Coaching, 401k, Sales
Education
Metropolitan State College of Denver 1978 — 1980
Mathematics and business
Darius Hensley's Transamerica Financial Advisors, Inc. Experience 1985 - Present
Job Branch Manager at Legend Equities
Industry Financial Services
Experience
Legend Equities 2005 - Present
Legend Advisory Corporation 2005 - Present
Transamerica Financial Advisors, Inc. 1985 - Present
Bristol Motor Speedway 1990 - Present
Sullivan County Tennessee Schools 1964 - 1984
Skills
Asset Management, Series 7, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Series 63, Portfolio Management, Investments, IRAs, Wealth Management, Investment Advisory, 401k, Fixed Annuities, Series 6, Wealth, Wealth Management..., Public Speaking, Customer Service, Marketing, Management, Strategic Planning, Social Media, Sales
Education
East Tennessee State University 1960 — 1975
BS MA MA+45, Physical Education, Health Education and Instructional Communication
ETSU 1960 — 1974
Masters Degree +45, Physical Education, Physical Health and Instructional Communication Studies
Legend Equities 2005 - Present
Legend Advisory Corporation 2005 - Present
Transamerica Financial Advisors, Inc. 1985 - Present
Bristol Motor Speedway 1990 - Present
Sullivan County Tennessee Schools 1964 - 1984
Skills
Asset Management, Series 7, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Series 63, Portfolio Management, Investments, IRAs, Wealth Management, Investment Advisory, 401k, Fixed Annuities, Series 6, Wealth, Wealth Management..., Public Speaking, Customer Service, Marketing, Management, Strategic Planning, Social Media, Sales
Education
East Tennessee State University 1960 — 1975
BS MA MA+45, Physical Education, Health Education and Instructional Communication
ETSU 1960 — 1974
Masters Degree +45, Physical Education, Physical Health and Instructional Communication Studies
Sandra Shi's Transamerica Financial Advisors, Inc. Experience Senior Marketing DirectorWorld Financial Group, Inc.1998 - Present
Job Investment Advisor Representative at Transamerica Financial Advisor's Inc.
Industry Financial Services
Experience
Transamerica Financial Advisor's Inc. Senior Marketing DirectorWorld Financial Group, Inc.1998 - Present
Solar Energy Research Institution 1978 - 1990
Skills
Mutual Funds, Long-term Care, Strategic Financial..., Retirement, Fixed Annuities, Retirement Planning, Insurance, Investments
Education
San Francisco State University 1994 — 1997
Exchange scholar, School of Business
Lanzhou University, Gansu, China 1975 — 1978
Semiconductor Physics, A
Transamerica Financial Advisor's Inc. Senior Marketing DirectorWorld Financial Group, Inc.1998 - Present
Solar Energy Research Institution 1978 - 1990
Skills
Mutual Funds, Long-term Care, Strategic Financial..., Retirement, Fixed Annuities, Retirement Planning, Insurance, Investments
Education
San Francisco State University 1994 — 1997
Exchange scholar, School of Business
Lanzhou University, Gansu, China 1975 — 1978
Semiconductor Physics, A
Kris Hayne's Transamerica Financial Advisors, Inc. Experience March 2011 - Present
Job Independent Financial Entrepreneur and Regional Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2011 - Present
Transamerica Financial Advisors, Inc. February 2011 - Present
Epic Church, Parker CO April 2010 - July 2014
Classic Compositions Custom Photography November 1996 - December 2000
Tucson Fire Department January 1989 - November 1996
Skills
Church Consulting, Pastoral, Church Growth, Financial Services, Employment Consulting, Strategy, Management, Wealth Management, Retirement, Wealth Management..., Portfolio Management, IRAs, Finance, Retirement Planning, Financial Advisory, Leadership
Education
Nazarene Theological Seminary 2003 — 2005
Master of Theology, Pastoral Studies/Theology
Nazarene Bible College 1996 — 2000
Biblical Studies/Ministry, Pastoral Ministry
Transamerica Financial Advisors, Inc. March 2011 - Present
Transamerica Financial Advisors, Inc. February 2011 - Present
Epic Church, Parker CO April 2010 - July 2014
Classic Compositions Custom Photography November 1996 - December 2000
Tucson Fire Department January 1989 - November 1996
Skills
Church Consulting, Pastoral, Church Growth, Financial Services, Employment Consulting, Strategy, Management, Wealth Management, Retirement, Wealth Management..., Portfolio Management, IRAs, Finance, Retirement Planning, Financial Advisory, Leadership
Education
Nazarene Theological Seminary 2003 — 2005
Master of Theology, Pastoral Studies/Theology
Nazarene Bible College 1996 — 2000
Biblical Studies/Ministry, Pastoral Ministry
Melissa Roldan's Transamerica Financial Advisors, Inc. Experience 2002 - Present
Job
Industry Financial Services
Experience
Keller Williams Real Estate 2012 - Present
Transamerica Financial Advisors, Inc. 2002 - Present
Skills
Insurance, Retirement, Strategic Financial..., Retirement Planning, IRAs, Financial Planning, 401k, Wealth Management, Fixed Annuities, Finance, Mutual Funds, Life Insurance, Term Life Insurance, Financial Advisory, Investments, Estate Planning, Financial Planners, Series 6, Investment Strategies
Education
Fordham University 1994 — 1998
Bachelor's Degree, Financial Planning and Services
Keller Williams Real Estate 2012 - Present
Transamerica Financial Advisors, Inc. 2002 - Present
Skills
Insurance, Retirement, Strategic Financial..., Retirement Planning, IRAs, Financial Planning, 401k, Wealth Management, Fixed Annuities, Finance, Mutual Funds, Life Insurance, Term Life Insurance, Financial Advisory, Investments, Estate Planning, Financial Planners, Series 6, Investment Strategies
Education
Fordham University 1994 — 1998
Bachelor's Degree, Financial Planning and Services
Kai Fu's Transamerica Financial Advisors, Inc. Experience 2013 - 2013
Job Oracle SOA Developer at Lee County Electric Cooperative, Inc
Industry Computer Software
Experience
Lee County Electric Cooperative, Inc February 2012 - Present
Transamerica Financial Advisors, Inc. 2013 - 2013
Perficient Inc July 2011 - January 2012
Skills
ADF, SOA, Java Enterprise Edition, Weblogic, Web Services, Oracle SQL Developer, XML, XML Schema, JDeveloper, C, Java, Hibernate, JavaScript, Oracle SOA Suite, CSS, Databases, Programming, Software Development, WSDL, JSP, Testing, AJAX, Oracle, SQL, Software Documentation, Program Management, PL/SQL
Education
Maharishi University of Management 2010 — 2013
Master, Computer Science
Silicon Valley Software Engineering Training Center (SVSE) 2010 — 2011
Software Engineering
Huazhong University of Science and Technology 2005 — 2009
Bachelor, Electronic Information Engineering
Lee County Electric Cooperative, Inc February 2012 - Present
Transamerica Financial Advisors, Inc. 2013 - 2013
Perficient Inc July 2011 - January 2012
Skills
ADF, SOA, Java Enterprise Edition, Weblogic, Web Services, Oracle SQL Developer, XML, XML Schema, JDeveloper, C, Java, Hibernate, JavaScript, Oracle SOA Suite, CSS, Databases, Programming, Software Development, WSDL, JSP, Testing, AJAX, Oracle, SQL, Software Documentation, Program Management, PL/SQL
Education
Maharishi University of Management 2010 — 2013
Master, Computer Science
Silicon Valley Software Engineering Training Center (SVSE) 2010 — 2011
Software Engineering
Huazhong University of Science and Technology 2005 — 2009
Bachelor, Electronic Information Engineering
Phillip DeLaMater's Transamerica Financial Advisors, Inc. Experience January 2014 - Present
Job Production Specialist II at Bank of America
Industry Banking
Experience
Bank of America December 2014 - Present
Transamerica Financial Advisors, Inc. January 2014 - Present
Mortgage Investors Corporation January 2012 - October 2013
Ceridian (Military One Source) September 2010 - January 2012
Gulf Coast Business Review May 2009 - August 2010
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Mortgage Lending, Insurance, Training, Leadership, Loans, Call Centers, Coaching, Management, Customer Satisfaction
Education
Kalamazoo Valley Community College 2001 — 2003
Liberal Arts
Bank of America December 2014 - Present
Transamerica Financial Advisors, Inc. January 2014 - Present
Mortgage Investors Corporation January 2012 - October 2013
Ceridian (Military One Source) September 2010 - January 2012
Gulf Coast Business Review May 2009 - August 2010
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Mortgage Lending, Insurance, Training, Leadership, Loans, Call Centers, Coaching, Management, Customer Satisfaction
Education
Kalamazoo Valley Community College 2001 — 2003
Liberal Arts
Di Lu's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Branch Office Supervisor at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2013 - Present
T3 Trading Group August 2012 - March 2013
China Executive Leadership Programs September 2011 - August 2012
University of Illinois at Urbana-Champaign June 2011 - May 2012
Illinois business consulting January 2012 - January 2012
Peoples Insurance Company of China February 2009 - April 2011
Speech Society August 2006 - June 2007
Skills
Variable Annuities, Mutual Funds, Estate Planning, Education Funding, Stock Trading, Life Insurance
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science, Finance
Jilin University 2005 — 2009
Undergraudate, Finance
Transamerica Financial Advisors, Inc. March 2013 - Present
T3 Trading Group August 2012 - March 2013
China Executive Leadership Programs September 2011 - August 2012
University of Illinois at Urbana-Champaign June 2011 - May 2012
Illinois business consulting January 2012 - January 2012
Peoples Insurance Company of China February 2009 - April 2011
Speech Society August 2006 - June 2007
Skills
Variable Annuities, Mutual Funds, Estate Planning, Education Funding, Stock Trading, Life Insurance
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science, Finance
Jilin University 2005 — 2009
Undergraudate, Finance
eugene west's Transamerica Financial Advisors, Inc. Experience July 1997 - Present
Job Compliance Officer at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 1997 - Present
Raymond James Financial Inc. March 1990 - June 1996
Education
Eckerd College
Georgia Institute of Technology
Transamerica Financial Advisors, Inc. July 1997 - Present
Raymond James Financial Inc. March 1990 - June 1996
Education
Eckerd College
Georgia Institute of Technology
fleming prince's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2014 - Present
Transamerica May 2013 - Present
Well Fargo Bank - Wachovia Bank N.A August 2006 - May 2013
JPMorgan Chase & Co. November 2003 - June 2006
First National Bank of America November 2000 - October 2003
Sentry Mutual Insurance, Inc January 2000 - November 2000
American Honda Finance Corp April 1997 - January 2000
Foot action, U.S.A October 1996 - April 1997
Footaction August 1992 - December 1996
Forest Edwards Group, Ltd May 1993 - August 1996
Skills
Public Speaking, Team Leadership, Customer Service, Retail, New Business Development, Marketing, C++, Advertising, PowerPoint, Data Entry, Coaching, Teaching, System Administration, Management, C, Troubleshooting, JavaScript, Financial Analysis, Microsoft Office, Graphic Design, Photoshop, Sales Management, SQL, Project Planning, Social Media, Sales, Event Planning, Microsoft Word, Editing, Inventory Management, English, Java, Team Building, Microsoft Excel, Negotiation, Teamwork, Project Management, Matlab, Research, HTML, Outlook, Public Relations, Windows, Strategic Planning, Event Management, Budgets, Analysis, AutoCAD, Accounting, Marketing Strategy
Education
Grambling State University
Bachelors of Science, Marketing
Transamerica Financial Advisors, Inc. May 2014 - Present
Transamerica May 2013 - Present
Well Fargo Bank - Wachovia Bank N.A August 2006 - May 2013
JPMorgan Chase & Co. November 2003 - June 2006
First National Bank of America November 2000 - October 2003
Sentry Mutual Insurance, Inc January 2000 - November 2000
American Honda Finance Corp April 1997 - January 2000
Foot action, U.S.A October 1996 - April 1997
Footaction August 1992 - December 1996
Forest Edwards Group, Ltd May 1993 - August 1996
Skills
Public Speaking, Team Leadership, Customer Service, Retail, New Business Development, Marketing, C++, Advertising, PowerPoint, Data Entry, Coaching, Teaching, System Administration, Management, C, Troubleshooting, JavaScript, Financial Analysis, Microsoft Office, Graphic Design, Photoshop, Sales Management, SQL, Project Planning, Social Media, Sales, Event Planning, Microsoft Word, Editing, Inventory Management, English, Java, Team Building, Microsoft Excel, Negotiation, Teamwork, Project Management, Matlab, Research, HTML, Outlook, Public Relations, Windows, Strategic Planning, Event Management, Budgets, Analysis, AutoCAD, Accounting, Marketing Strategy
Education
Grambling State University
Bachelors of Science, Marketing
Jim Strouse CLU, FLMI's Transamerica Financial Advisors, Inc. Experience January 1995 - June 2005
Job
Industry Financial Services
Experience
(AAWV) The American Association for Wartime Veterans November 2012 - Present
Jim Strouse, CLU FLMI June 2005 - Present
FEMA January 2010 - December 2013
Transamerica Financial Advisors, Inc. January 1995 - June 2005
Skills
Strategic Financial..., Insurance, Employee Benefits, Financial Services, Retirement Planning, Long-term Care, Health Insurance, Sales Management, Disability Insurance, Public Speaking, Small Business, Budgets
Education
Montana State University-Bozeman 1960 — 1964
Bachelor of Science (BS), General Studies-Math and Economics
(AAWV) The American Association for Wartime Veterans November 2012 - Present
Jim Strouse, CLU FLMI June 2005 - Present
FEMA January 2010 - December 2013
Transamerica Financial Advisors, Inc. January 1995 - June 2005
Skills
Strategic Financial..., Insurance, Employee Benefits, Financial Services, Retirement Planning, Long-term Care, Health Insurance, Sales Management, Disability Insurance, Public Speaking, Small Business, Budgets
Education
Montana State University-Bozeman 1960 — 1964
Bachelor of Science (BS), General Studies-Math and Economics
Yalimar Perez's Transamerica Financial Advisors, Inc. Experience December 2012 - Present
Job Bilingual Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. December 2012 - Present
Paychex October 2012 - December 2012
J&Y Hard Cleaning Services January 2008 - May 2012
Education
Everest University-Tampa
Associates, Computer Science
Transamerica Financial Advisors, Inc. December 2012 - Present
Paychex October 2012 - December 2012
J&Y Hard Cleaning Services January 2008 - May 2012
Education
Everest University-Tampa
Associates, Computer Science
Calvin Galloway's Transamerica Financial Advisors, Inc. Experience May 2011 - Present
Job Insurance Agent at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
North Carolina Central University 1994 — 1998
Political Science, History
Transamerica Financial Advisors, Inc. May 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
North Carolina Central University 1994 — 1998
Political Science, History
Jenni Zearley's Transamerica Financial Advisors, Inc. Experience November 2008 - Present
Job Commission Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. November 2008 - Present
Education
Iowa Lakes Community College 2004 — 2006
Associate of Arts (AA), General Studies
Transamerica Financial Advisors, Inc. November 2008 - Present
Education
Iowa Lakes Community College 2004 — 2006
Associate of Arts (AA), General Studies
Kerry Kimm's Transamerica Financial Advisors, Inc. Experience September 1995 - Present
Job Senior Computer specialest at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 1995 - Present
Skills
Strategic Financial..., Investments, Mutual Funds, Risk Management, Business Analysis, Financial Services, Portfolio Management, Asset Management, Financial Analysis, Securities, Wealth Management, Process Improvement, Retirement, SQL, Microsoft Office, Customer Service, Fixed Annuities, Strategic Planning
Education
Kirkwood Community College 1996 — 1998
Comuputer operator, Computer and Information Sciences and Support Services, 3.65
Kirkwood Community College
Computer operatoions
Transamerica Financial Advisors, Inc. September 1995 - Present
Skills
Strategic Financial..., Investments, Mutual Funds, Risk Management, Business Analysis, Financial Services, Portfolio Management, Asset Management, Financial Analysis, Securities, Wealth Management, Process Improvement, Retirement, SQL, Microsoft Office, Customer Service, Fixed Annuities, Strategic Planning
Education
Kirkwood Community College 1996 — 1998
Comuputer operator, Computer and Information Sciences and Support Services, 3.65
Kirkwood Community College
Computer operatoions
nicholas juwono's Transamerica Financial Advisors, Inc. Experience July 2015 - Present
Job Student at University of San Francisco
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Leadership, Data Analysis
Education
University of San Francisco 2013 — 2016
Bachelor of Science (BS), Finance and Financial Management Services
De Anza College 2012 — 2013
Associate's degree, Business Administration and Management, General
Transamerica Financial Advisors, Inc. July 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Leadership, Data Analysis
Education
University of San Francisco 2013 — 2016
Bachelor of Science (BS), Finance and Financial Management Services
De Anza College 2012 — 2013
Associate's degree, Business Administration and Management, General
Umesh Bachu's Transamerica Financial Advisors, Inc. Experience July 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2012 - Present
Transamerica Financial Advisors, Inc. July 2012 - Present
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Texas A&M University
Master's degree, Civil Engineering
Transamerica Financial Advisors, Inc. July 2012 - Present
Transamerica Financial Advisors, Inc. July 2012 - Present
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Texas A&M University
Master's degree, Civil Engineering
Audaman Thompson's Transamerica Financial Advisors, Inc. Experience July 2012 - Present
Job Family Business at North AmericaBancard
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2012 - Present
Independent July 2012 - Present
North AmericaBancard August 2011 - Present
Skills
Life Insurance, 401k Rollovers, Financial Analysis, College Savings Plans, Retirement Savings, Retirement Plan..., Retirement Planning, Debt Management, Investment Advisory, Roth IRA
Education
Cal State Dominguez Hills, B.S. Business Mgmt 2002 — 2004
Bachelor of Science (B.S.), Business Administration, Management and Operations
Grambling State University 1999 — 2000
N/A, Business/Managerial Economics
lhs 1991 — 1995
Diploma
Transamerica Financial Advisors, Inc. July 2012 - Present
Independent July 2012 - Present
North AmericaBancard August 2011 - Present
Skills
Life Insurance, 401k Rollovers, Financial Analysis, College Savings Plans, Retirement Savings, Retirement Plan..., Retirement Planning, Debt Management, Investment Advisory, Roth IRA
Education
Cal State Dominguez Hills, B.S. Business Mgmt 2002 — 2004
Bachelor of Science (B.S.), Business Administration, Management and Operations
Grambling State University 1999 — 2000
N/A, Business/Managerial Economics
lhs 1991 — 1995
Diploma
Harrison Rowe's Transamerica Financial Advisors, Inc. Experience August 2012 - December 2012
Job
Industry Investment Banking
Experience
Cofounders Capital August 2015 - Present
DWM Advisors, LLC May 2015 - August 2015
Camp Greylock June 2014 - August 2014
Regal Entertainment Group April 2013 - December 2013
Brookstone April 2013 - August 2013
Cowlicks Yogurt and Floats May 2012 - April 2013
Transamerica Financial Advisors, Inc. August 2012 - December 2012
Education
Elon University 2013 — 2017
Bachelor's degree, Finance Philosophy Accounting
Duke University
Philosophy
Wall Street Prep 2014 — 2014
Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merill Lynch, Finance
Centennial High School 2009 — 2013
Cofounders Capital August 2015 - Present
DWM Advisors, LLC May 2015 - August 2015
Camp Greylock June 2014 - August 2014
Regal Entertainment Group April 2013 - December 2013
Brookstone April 2013 - August 2013
Cowlicks Yogurt and Floats May 2012 - April 2013
Transamerica Financial Advisors, Inc. August 2012 - December 2012
Education
Elon University 2013 — 2017
Bachelor's degree, Finance Philosophy Accounting
Duke University
Philosophy
Wall Street Prep 2014 — 2014
Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merill Lynch, Finance
Centennial High School 2009 — 2013
Kristine Gillard's Transamerica Financial Advisors, Inc. Experience February 2014 - Present
Job Series 7, 24, 66 Compliance Officer/Privacy/AML
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2014 - Present
Transamerica Financal Advisors 2006 - 2013
Intersecurities 2006 - 2013
Skills
Fraud, AML, OFAC, Securities, Financial Services, KYC, Banking, Due Diligence, Securities Regulation, FINRA, Series 7, Financial Institutions, Financial Regulation, Sarbanes-Oxley Act, Series 24, Insurance, Fraud Detection, Bank Secrecy Act, Mutual Funds, Financial Risk, Anti Money Laundering, Variable Annuities, Retail Banking, Investment Banking
Education
Kent State University 1999 — 2001
Bachelor of Business Administration (BBA), Marketing
Transamerica Financial Advisors, Inc. February 2014 - Present
Transamerica Financal Advisors 2006 - 2013
Intersecurities 2006 - 2013
Skills
Fraud, AML, OFAC, Securities, Financial Services, KYC, Banking, Due Diligence, Securities Regulation, FINRA, Series 7, Financial Institutions, Financial Regulation, Sarbanes-Oxley Act, Series 24, Insurance, Fraud Detection, Bank Secrecy Act, Mutual Funds, Financial Risk, Anti Money Laundering, Variable Annuities, Retail Banking, Investment Banking
Education
Kent State University 1999 — 2001
Bachelor of Business Administration (BBA), Marketing
Johnson Carrin's Transamerica Financial Advisors, Inc. Experience January 2001 - Present
Job Business Solutions at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. January 2001 - Present
Education
Kirkwood Community College
Associate of Science (AS), Office Administration
Transamerica Financial Advisors, Inc. January 2001 - Present
Education
Kirkwood Community College
Associate of Science (AS), Office Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY