Transamerica Financial Advisors, Inc.

Industry: Company

Description

Founded: 1967 Parent organization: Aegon N.V.

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Transamerica Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Qinyu Yang Qinyu Yang Chicago, Illinois Details
Qinyu Yang's Transamerica Financial Advisors, Inc. Experience April 2015 - Present
Job Assistant & Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Northern Trust Corporation  July 2015 - Present
Transamerica Financial Advisors, Inc.   April 2015 - Present
Aston Educational Group, Xi`an   February 2013 - March 2013
Machuan International Education Institution, Xi`an   September 2012 - November 2012
Huanqiu (Beijing) Cultural Communication Co. LTD   November 2011 - June 2012

Skills
Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Risk Management, Investments, Valuation, Finance, Management, Equities, Data Analysis, EViews, Minitab

Education
Texas A&M University-Commerce   2013 — 2014
Master of Science (MS), Finance, General, 3.50/4.00

Xi`an International Studies University
Bachelor of Arts, Translation

Amy (Cherven) Sundstrom Amy (Cherven) Sundstrom Saint Petersburg, Florida Details
Amy (Cherven) Sundstrom's Transamerica Financial Advisors, Inc. Experience June 2014 - Present
Job Senior Actuarial Tech at Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2014 - Present
Transamerica Financial Advisors, Inc.   November 2009 - June 2014
Transamerica Financial Advisors, Inc.   January 2009 - November 2009

Skills
MoSes, TAS, Actuarial Science, Life Insurance, Microsoft Excel, Financial Modeling, Fixed Annuities

Education
University of South Florida   2006 — 2008
Bachelor's Degree, Mathematics, Overall GPA: 3.82

St. Petersburg College   2004 — 2006
Associate's Degree, Mathematics, Overall GPA: 3.95

Karen Perry Karen Perry Greater Atlanta Area Details
Karen Perry's Transamerica Financial Advisors, Inc. Experience June 2014 - June 2015
Job Manager Surveillance at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  June 2015 - Present
Transamerica Financial Advisors, Inc.   June 2014 - June 2015
Advisors Assistant   July 2012 - February 2014
CORE Group USA   January 2011 - July 2012
Transamerica Financial Advisors, Inc  September 2009 - January 2011
Transamerica Financial Advisors, Inc.   August 2005 - September 2009
Interlink Securities Corp   May 2000 - August 2005
Centrelink Insurance and Financial Services/Interlink Securities Corp   May 2000 - August 2005
The Fraser Agency, of MassMutual Financial Grooup   September 1995 - April 2000
the San Fernando Agency, MassMutual Financial Group   May 1993 - September 1995

Education
Springfield College   1978 — 1984
Masters, Education (Industrial Psychology)

Western New England University   1972 — 1978
Bachelor of Arts, English and Speech and Drama

Valparaiso University   1970 — 1974
Speech and Drama

Nianke (Nathan) Ma Nianke (Nathan) Ma United States Details
Nianke (Nathan) Ma's Transamerica Financial Advisors, Inc. Experience April 2007 - Present
Job Senior Marketing Director and IAR at Transamerica Financial Advisors, Inc.
Industry
Experience
Transamerica Financial Advisors, Inc.   April 2007 - Present

Education
Tsinghua University
B.E.

University of Minnesota-Twin Cities
M.S.

Ken (Khoa) Nguyen Ken (Khoa) Nguyen Tampa/St. Petersburg, Florida Area Details
Ken (Khoa) Nguyen's Transamerica Financial Advisors, Inc. Experience June 2014 - June 2015
Job Actuarial Associate at WellCare Health Plans
Industry Insurance
Experience
WellCare Health Plans  September 2015 - Present
Transamerica Financial Advisors, Inc.   June 2014 - June 2015
Teradyne  June 2013 - May 2014
Daley and Associates  September 2012 - June 2013
The Schwartz Center for Compassionate Healthcare  June 2012 - September 2012
Crittenton Women’s Union  January 2012 - June 2012

Skills
Analysis, Analytical Skills, Teamwork, Enrolled Actuary, Leadership, Finance, Data Analysis, Microsoft Excel, Advanced Excel, Data..., Dependent, stat, Financial Modeling, Auditing

Education
Suffolk University   2012 — 2014
Bachelor's degree, Finance and Minor in Economics, 3.98

Rob Musante ChFC®, CRFA® Rob Musante ChFC®, CRFA® Portland, Oregon Area Details
Rob Musante ChFC®, CRFA®'s Transamerica Financial Advisors, Inc. Experience June 2000 - November 2009
Job Owner at Tribune Wealth Management
Industry Financial Services
Experience
LPL  November 2009 - Present
LPL Finanical  November 2009 - Present
Transamerica Financial Advisors, Inc.   June 2000 - November 2009

Skills
SEP IRA, Retirement Planning, Financial Analysis, Series 7, Series 63, Series 24, Long Term Care Insurance, Disability Insurance, Series 65, 401k Rollovers, Wealth Management, Certified Retirment..., IRAs, Securities

Education
The University of North Dakota

Scott R. Martin Scott R. Martin Jackson, New Jersey Details
Scott R. Martin's Transamerica Financial Advisors, Inc. Experience July 2013 - June 2014
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2014 - Present
Morgan Engineering, LLC   March 2015 - Present
Transamerica Financial Advisors, Inc.   July 2013 - June 2014
Hometown Heroes  October 2013 - April 2014
Allstate Financial Services  March 2011 - June 2013
Freeholders Bartlett & Little, Sheriff Polhemus   June 2012 - March 2013
12th Legislative District (Senator Sam Thompson, Assemblymen Ron Dancer & Rob Clifton   August 2011 - November 2011

Skills
Retirement Planning, Life Insurance, Disability Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Series 6, IRAs, Fixed Annuities, Investments, Series 63, Fundraising, Event Planning, Advocacy, Medicare Prescription..., Medicare Supplements, Series 7, 401k, Wealth Accumulation, Roth IRA, Small Business, Employee Benefits, Financial Services, Variable Annuities, Financial Planners, 401k Rollovers, Long-term Care, Nonprofits, Series 65, Retirement, Sales, Term Life Insurance, Securities, Finance, Portfolio Management, Management, Underwriting, Financial Planning

Education
St. John's University   1988 — 1990
B.S., Criminal Justice

Ocean County College   1985 — 1988
Associate of Science (A.S.), Criminal Justice

Sarah Frenczak, MBA Sarah Frenczak, MBA San Francisco, California Details
Sarah Frenczak, MBA's Transamerica Financial Advisors, Inc. Experience March 2014 - Present
Job Branch Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2014 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   December 2011 - April 2014
Allstate Financial  January 2009 - December 2011
Allstate Financial  2009 - December 2011
Emerson Equity   2004 - 2007

Skills
Leadership Development, Hands-on Training, Business Strategy, Mentoring, Wealth Management, Financial Planners, Retirement, Financial Analysis, Strategic Planning, Risk Management, Portfolio Management, Employee Benefits, Term Life Insurance, Strategy, Budgets, Analysis, Training, IRAs, Investment Advisory, Asset Allocation, Long Term Care Insurance, FINRA

Education
San Francisco State University, College of Business   2003 — 2005
MBA, Business, Econ and Finance

University of California, Los Angeles   1991 — 1995
BA, Art History, Ethnic Studies

Mater Dei   1986 — 1990
Bachelor of Arts (B.A.), Art Histort and Ethnic Studies

Daniel Melander Daniel Melander Dallas/Fort Worth Area Details
Daniel Melander's Transamerica Financial Advisors, Inc. Experience October 2001 - Present
Job Manager/Investment Advisor Representative Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2001 - Present
WFG  May 2004 - Present
Stephen Peterson & Associates (CPA)   January 2003 - 2005

Skills
Management, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Services, Leadership, IRAs, 401k, 401k Rollovers, Mutual Funds, Estate Planning, Financial Analysis, Series 6, Series 63, Series 65, Life Insurance, Registered Investment..., Investment Advisory..., Securities, Microsoft Office, Financial Planning

Education
Southern Methodist University - Cox School of Business
Bachelor's Degree, Business Administration and Management, General

Connie Nelson Connie Nelson Wylie, Texas Details
Connie Nelson's Transamerica Financial Advisors, Inc. Experience January 1997 - March 2014
Job Agile Software Project Manager
Industry Computer Software
Experience
WatchGuard Video  June 2015 - Present
Improving Enterprises  March 2014 - March 2015
Transamerica Financial Advisors, Inc.   January 1997 - March 2014

Skills
Agile Application..., Certified Scrum Master..., Team Leadership, Project Portfolio..., Software Development, Scrum, SQL, Analysis, Microsoft SQL Server, Software Project..., Testing, Agile Methodologies, SDLC, Waterfall, Business Analysis, Agile Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Visio

Education
Tarleton State University   1992 — 1996
Bachelor of Science (BS), Computer Information Systems

Julian Talavera Julian Talavera Greater Denver Area Details
Julian Talavera's Transamerica Financial Advisors, Inc. Experience April 2015 - Present
Job Realtor, Real Estate Consultant, Financial Advisor
Industry Real Estate
Experience
Transamerica Financial Advisors, Inc.   April 2015 - Present
Coldwell Banker Residential Brokerage  September 2013 - Present

Skills
Real Estate, Real Estate Transactions, Residential Homes, Marketing, Marketing Strategy, Business Strategy, Strategic Planning, Social Media, Social Media Marketing, Social Networking, Networking, Open Houses, Contract Negotiation, Move Up Buyers, Hospitality Industry, First Time Home Buyers, Sales, Referrals, Investment Properties, Sellers, Short Sales, Customer Service

Education
University of Arizona   2010 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Caitlin Darwin Caitlin Darwin Tampa, Florida Details
Caitlin Darwin's Transamerica Financial Advisors, Inc. Experience February 2014 - May 2014
Job Student at University of South Florida
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   February 2014 - May 2014
Oriflow LLC   January 2012 - August 2013
Lakewinds Natural Foods  October 2010 - May 2011
Edible Arrangements  October 2009 - July 2010

Skills
Statistics, Customer Service, SAS, Microsoft Office, Statistical Software, Statistical Data..., Team-oriented, Communication, Multitasking Skills, Actuarial Exams

Education
University of South Florida   2013 — 2014
Bachelor of Arts (BA), Statistics

St. Petersburg College   2008 — 2010
Associate of Arts (AA), AA Degree

Nathan Arroyave Nathan Arroyave Rockford, Illinois Area Details
Nathan Arroyave's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Financial Advisor at Transamerica
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   May 2015 - Present
World Financial Group (WFG)   October 2014 - Present
Thrivent Financial for Lutherans  May 2013 - May 2014
Bahia   June 2011 - April 2013

Skills
Marketing, Social Networking, Social Media Marketing, Social Media, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Public Speaking, Hospitality, Restaurant Management, Inventory Management, Food & Beverage, Time Management, Sales, Online Marketing, Small Business, Retail, Entrepreneurship, Leadership, Facebook, Strategic Planning, Team Leadership, Management, New Business Development, Team Building, Training, Marketing Strategy, Budgets, Recruiting, Coaching, Sales Management, Fundraising, Finance, Leadership Development, Event Management, Negotiation, Customer Retention, Public Relations, Nonprofits, Contract Negotiation, Investments, Strategy, Retirement, Marketing Communications, Life Insurance, Business Development

Education
Rock Valley College

Cynthia Sandoval Cynthia Sandoval Albuquerque, New Mexico Details
Cynthia Sandoval's Transamerica Financial Advisors, Inc. Experience January 2009 - Present
Job Registered Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2009 - Present
ARCADIS U.S.   October 2011 - December 2012
Denver Health  June 2008 - October 2011
Dynamic Drilling Fluids, LLC   February 2007 - June 2008
Harvest Manor Farms   May 2005 - December 2006
The University of Texas at El Paso  May 1999 - May 2005

Skills
Bilingual-English/Spanis..., Mutual Funds, Retirement Planning, Investments, Series 7, Strategic Financial...

Education
The University of Texas at El Paso   1999 — 2004
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General

Penney Ooi Penney Ooi Pleasanton, California Details
Penney Ooi's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Senior Executive Vice Chairman at World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG)   July 2014 - Present
World Financial Group (WFG)   January 2010 - Present
World Financial Group (WFG)   January 2011 - Present
World Financial Group Foundation   January 2011 - Present
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division   January 1994 - Present
Transamerica Financial Advisors, Inc.   January 2012 - Present
Transamerica Financial Advisors, Inc.   January 2013 - Present
World Financial Group (WFG)   January 1994 - July 2014

Skills
Personal Financial..., Public Speaking, Customer Service, Inspiration, Training, Leadership, Financial Advisory, Financial Planners, Investment Advisory, Finance, Investments, Securities, Insurance, FINRA, Mutual Funds, Retirement Planning, IRAs, Financial Planning, Retirement, Fixed Annuities, Wealth Management, 401k, Strategic Financial...

Education
Southern Illinois University, Carbondale   1988 — 1990
Bachelor's degree, Finance

Gary Bresien Gary Bresien Greater Denver Area Details
Gary Bresien's Transamerica Financial Advisors, Inc. Experience February 2010 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2010 - Present
ApartmentCareers.com   July 2008 - January 2012
The Colorado RFID Alliance   January 2007 - January 2012
Prism Group  January 2006 - January 2012
Keller Williams Realty  November 2004 - April 2008
Volt Technical Sercices   March 2000 - October 2003
Volt Technical Resources  2001 - 2003
Darden Restaurants  1986 - 2000

Education
Rochester Institute of Technology   1985 — 1988
BS, Applied Business/Business Management

Tim Wooten Tim Wooten Portland, Oregon Area Details
Tim Wooten's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
Transamerica Financial Advisors, Inc.   January 2012 - Present
World Group Securities, Inc.   January 2002 - January 2012
World Group Securities, Inc.   January 2002 - January 2012
First Baptist Church of Aloha   June 1990 - December 1999

Skills
Sales Management, Business Coaching, Team Building, Team Leadership, Sales Presentations, Sales, Mentoring, Mutual Funds, IRAs, 401k, Life Insurance, Fixed Annuities, Retirement Planning, Investment Advisory, Wealth Management, Recruiting, Retirement, Financial Analysis, Management

Education
Portland State University   1991 — 1993
Business

Daniel Kwan Daniel Kwan San Francisco Bay Area Details
Daniel Kwan's Transamerica Financial Advisors, Inc. Experience February 2012 - February 2013
Job Product Manager @ PAPPS
Industry Internet
Experience
Parallel Processing Applications (PAPPS)   December 2014 - Present
Adecco @ Google  April 2015 - Present
Dot & Bo  December 2013 - November 2014
Adecco @ Google  March 2013 - July 2013
Transamerica Financial Advisors, Inc.   February 2012 - February 2013
LA BLOC Talent Agency   April 2011 - March 2012
Capitol Roots Studio   June 2009 - December 2010
Department of Physiology and Membrane Biology - Aldrin Gomes, Ph.D   May 2009 - September 2009
John Natsoulas Art Gallery   April 2008 - September 2008

Skills
Entrepreneurship, Start-ups, Personal Finance, Social Networking, Management, Public Relations, Entertainment, Fine Art, Marketing, Operations, Vendor Management, Strategy, Workflows, Visual Arts, Teaching, Customer Service, Product Development, Business Development, Advertising, Analytics, Google Docs, Business Strategy

Education
University of California, Davis   2006 — 2011
Bachelor of Science (B.S.), Exercise Biology (BS), Minor Art Studio

James Logan High School   2002 — 2006

Trisha Cram Trisha Cram Tampa/St. Petersburg, Florida Area Details
Trisha Cram's Transamerica Financial Advisors, Inc. Experience September 2015 - Present
Job AVP, Chief Compliance Officer at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2015 - Present
Transamerica Financial Advisors, Inc.   March 2015 - September 2015
Transamerica Financial Advisors, Inc.   May 2000 - March 2015
L'eggs/Hanes/Bali/Playtex   1998 - 2000

Skills
Series 7, Series 24, Project Management, Risk Management, Risk Assessment, Leadership, Relationship Management, Regulatory Compliance, Virtual Teams, Team Management, Multi Tasking, Organization &..., Big Picture View, Highly detail oriented, Troubleshooting, Microsoft Office, Crystal Reports, FINRA, Securities

Education
Stetson University College of Law   2014 — 2018
Doctor of Law (J.D.), Law

University of South Florida   2006 — 2009
Bachelor of Science (B.S.), Accounting

St. Petersburg College   2002 — 2004
Associate's Degree, Business Administration and Management, General, High Honors

Fred Carbo Fred Carbo Dallas, Texas Details
Fred Carbo's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   May 2015 - Present
Private Investors  November 2012 - July 2014
Private Investors  November 2013 - May 2014
Las Brisas International, Ecuador   January 2013 - November 2013
Pacific Credit Rating   September 2011 - April 2012
CP Transportation   2008 - 2009
CP Transportation   2008 - 2009
Red Jacket Resorts  May 2005 - August 2006

Skills
Financial Analysis, Portfolio Management, Corporate Finance, Financial Risk, Strategic Financial..., Investments, Risk Management, Marketing Strategy, Market Research, Email Marketing, Negotiation, Supply Chain, Database Design, Data Mining, Data Modeling, Customer Service, Teamwork

Education
Pearson VUE   2015 — 2015
Life, Accident and Health Agent, Financial Planning and Services

Universidad San Francisco de Quito   2010 — 2012
Master of Business Administration (M.B.A.), Finanzas, Marketing, Logística

Escuela Superior Politécnica del Litoral   2001 — 2008
Bachelor of Education (BEd), Economía

Unidad Educativa Moderna SPV

Unidad Educativa Moderna SPV

Daniel Rutland Daniel Rutland Riverton, Utah Details
Daniel Rutland's Transamerica Financial Advisors, Inc. Experience April 2013 - April 2015
Job Mountain America Credit Union
Industry Financial Services
Experience
Mountain America Credit Union  April 2015 - Present
Transamerica Financial Advisors, Inc.   April 2013 - April 2015
Mountain America Credit Union  October 2006 - March 2013

Skills
Leadership, Planning, Finance, Management, Sales, Training, Public Speaking, Customer Service, Credit, Insurance, Mutual Funds, Financial Services, Investments, Portfolio Management, Financial Planning, Retirement Planning, Financial Analysis, Wealth Management, Retirement

Education
Copper Hills High School   2002 — 2005

Salt Lake Community College

Ben Patterson Ben Patterson Idaho Falls, Idaho Details
Ben Patterson's Transamerica Financial Advisors, Inc. Experience April 2011 - December 2013
Job Representative at Global View Capital Management
Industry Financial Services
Experience
Global View Capital Advisors  December 2014 - Present
Global View Capita lManagement   January 2014 - Present
Self-employed  January 2009 - Present
Transamerica Financial Advisors, Inc.   April 2011 - December 2013
Farmers Insurance Agent  July 1970 - September 1990

Skills
Insurance, Investments, Retirement Planning, Life Insurance, Financial Planning, Financial Services, Fixed Annuities, Wealth Management, Retirement, Risk Management, Finance, Securities, Marketing, Small Business, Strategic Planning, Sales, Mutual Funds, Estate Planning, Business Planning, Disability Insurance, iNDEXED ANNUNITIES

Education
Ogden-Weber Applied Technology College

Larry Hoatson Larry Hoatson Greater Los Angeles Area Details
Larry Hoatson's Transamerica Financial Advisors, Inc. Experience June 2004 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Pacific Wealth Strategists, Inc.   June 2004 - Present
Transamerica Financial Advisors, Inc.   June 2004 - Present
Business Networks International (BNI)   August 2011 - November 2012
BNI San Bernardino Business Elite   January 2007 - July 2011
Building A Generation  January 2008 - June 2011
BNI San Bernardino Business Elite   October 2009 - September 2010

Education
Wall Street Academy   2012 — 2012

University of Phoenix   1996 — 1997
B.S. Business Administration, Business Administration

Pacific Union College   1978 — 1981
A.S. Nursing, Nursing

Sherry Cui Sherry Cui Greater Los Angeles Area Details
Sherry Cui's Transamerica Financial Advisors, Inc. Experience June 2013 - Present
Job Mortgage Loan Originator, Financial Advisor
Industry Financial Services
Experience
Summit Mortgage Bankers, Inc   June 2010 - Present
Transamerica Financial Advisors, Inc.   June 2013 - Present
Sylmark, Inc.   November 2004 - October 2009
Playhut Inc.  1998 - 2003

Skills
Mortgage Lending, Real Estate Financing, Residential Mortgages, Commercial Lending, Investment Property..., SBA lending, Strategic Financial..., Retirement Planning, Wealth Management, FHA, Finance, SBA, Real Estate, Investment Properties, Portfolio Management, Commercial Real Estate, Financial Planning, Financial Services, Loans, Residential Homes

Education
Shanghai Jiao Tong University
Bachelor's degree

Chen Zhao Chen Zhao Greater Los Angeles Area Details
Chen Zhao's Transamerica Financial Advisors, Inc. Experience September 2012 - December 2012
Job Business Analyst at AIG
Industry Financial Services
Experience
AIG  July 2014 - Present
AIG  June 2013 - August 2013
Transamerica Financial Advisors, Inc.   September 2012 - December 2012
The East China Normal University   June 2012 - August 2012
Generali  June 2011 - August 2011

Skills
Microsoft Office, Outlook, Research, Financial Analysis, Social Media, C++, R, Stata, SAS programming, SPSS, Visual Basic, Alternative Investments, Financial Risk, Risk Management, Teamwork, Accounting

Education
University of California, Los Angeles   2010 — 2014
Bachelor's degree, Mathematical Economics

University of California, Los Angeles   2010 — 2014
Bachelor's degree, Statistics

MICHAEL PALMERI MICHAEL PALMERI Las Vegas, Nevada Area Details
MICHAEL PALMERI's Transamerica Financial Advisors, Inc. Experience April 2006 - Present
Job Registered RepresentativeTransamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2006 - Present
Restaurant and Hospitality Business   1987 - 2011

Skills
IRAs, Retirement Planning, Fixed Annuities, 401k Rollovers, Wealth, 401k, Insurance, Roth IRA, Entrepreneurship, Mutual Funds, Strategic Financial..., Health Insurance, Team Building, College Savings Plans, Debt Management, Money Market, Budgets, Cash Flow Management, Budget Management, IRA's, IRA Rollovers, Annuities, Leadership Mentoring, Visionary

Education
University of Nevada-Las Vegas   2000 — 2004
Bachelor of Arts (B.A.), Hotel Administration/Management

Santa Barbara City College   1997 — 1999
Associate's degree

Calabasas High School   1993 — 1997

Ellison Tanner DeVinny Ellison Tanner DeVinny Orem, Utah Details
Ellison Tanner DeVinny's Transamerica Financial Advisors, Inc. Experience October 2013 - November 2014
Job Account Development Manager at Domo Inc.
Industry Computer Software
Experience
Domo, Inc.   November 2014 - Present
Transamerica Financial Advisors, Inc.   October 2013 - November 2014
Alterra  February 2012 - November 2014
Vivint  February 2011 - February 2012
Platinum Protection  September 2010 - February 2011

Skills
Sales, Communication, Networking, Building Relationships, Team Building, Team Management, Teamwork, Motivation, Time Management, Leadership, Team Leadership, Public Speaking, Salesforce.com, Business Development

Education
Utah Valley University   2010 — 2014

Snow College   2009 — 2010

Tom Schefter Tom Schefter Mount Vernon, Iowa Details
Tom Schefter's Transamerica Financial Advisors, Inc. Experience Senior Vice President - Asset ManagementAEGON USA Realty Advisors1989 - Present
Job Senior Vice President Asset Management at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   Senior Vice President - Asset ManagementAEGON USA Realty Advisors1989 - Present

Skills
Real Estate, Investments, Portfolio Management, Real Estate Economics, Financial Analysis, Valuation

Education
Syracuse University
Bachelor's Degree, Business /Law

State University of New York College of Environmental Sciences and Forestry
Bachelor's Degree, Environmental Studies/ Landscape Architecture/ Urban Planning

Eddie Kirakosian Eddie Kirakosian Pasadena, California Details
Eddie Kirakosian's Transamerica Financial Advisors, Inc. Experience November 2006 - August 2011
Job Director at PHP Agency LLC
Industry Financial Services
Experience
PHP Agency LLC  August 2011 - Present
Senior Representitive   November 2006 - Present
Royalty Motors   June 2003 - August 2012
Transamerica Financial Advisors, Inc.   November 2006 - August 2011
Bally Total Fitness  April 2006 - September 2007

Skills
Retirement Planning, Tax Free Retirement, Life Insurance, Insurance, Strategic Financial..., Retirement Plan..., Marketing, Marketing Strategy, Communication, Fixed Annuities, Leadership, Team Building, Team Leadership, Health Insurance, Retirement Savings, Qualified Retirement..., Indexed Annuities, 401k, 401k Rollovers, Wealth Management, Wealth Accumulation..., Long-term Care, Short Term Medical, Sales Management, Sales Presentations, Selling, Career Development..., Term Life Insurance, Life Coaching, Whole Life, Entrepreneurship, Entrepreneurship..., Finance, Public Speaking, Tax Free Income, Financial Services

Education
PHP University   2011 — 2013

Valley College   2002 — 2003
Associate's degree, Business Administration and Finance

Peirce College   2001 — 2003
Associate's degree, Business Administration and Management, General

Bradley Warner, CFA, CFP® Bradley Warner, CFA, CFP® Clovis, California Details
Bradley Warner, CFA, CFP®'s Transamerica Financial Advisors, Inc. Experience June 2004 - Present
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2004 - Present
Diamond Capital Advisors  March 2013 - June 2013
SAIC  January 2003 - April 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Time Management, Finance, Strategy, Analysis

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2013
Master of Business Administration (MBA)

Pepperdine University   1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General

Donald Province Donald Province Las Vegas, Nevada Details
Donald Province's Transamerica Financial Advisors, Inc. Experience March 2015 - Present
Job Marketing Director at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   March 2015 - Present
New York Life Insurance Company  March 2014 - March 2015
S&P Construction Management, LLC   March 2003 - June 2011
The Field Company Builders, Inc   January 1990 - February 2003

Skills
Marketing, Negotiation, Marketing Strategy, Team Building, Sales, New Business Development, Sales Management, Business Development, Customer Service

Education
University of Arkansas   1976 — 1978
Electrical and Electronics Engineering

University of Maryland Baltimore   1969 — 1972
Business Administration and Management, General

Hadi Kusumo Hadi Kusumo Houston, Texas Details
Hadi Kusumo's Transamerica Financial Advisors, Inc. Experience March 2004 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2004 - Present
World Financial Group (WFG)   July 2003 - Present

Skills
Investments, Financial Planning, Retirement Planning, Finance, Portfolio Management, Wealth Management, Mutual Funds, Insurance, Financial Services

Education
Texas A&M University   1992 — 1994
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

SMAK 3 BPK Penabur   1988 — 1991

Ryan A Smith, CRPC® Ryan A Smith, CRPC® Greater Salt Lake City Area Details
Ryan A Smith, CRPC®'s Transamerica Financial Advisors, Inc. Experience May 2011 - July 2013
Job Financial Advisor, CRPC® at Rivettas Wealth Strategies focusing on Comprehensive Family and Business Financial Planning
Industry Financial Services
Experience
Rivettas Wealth Strategies / Williams Financial Group   January 2015 - Present
LPL Financial  July 2013 - January 2015
Transamerica Financial Advisors, Inc.   May 2011 - July 2013
Mowat Construction Co.  January 2006 - November 2011
TTCI  January 1996 - January 2006

Skills
Financial Planning, Retirement Planning, Investments, Strategic Financial..., Investment Strategies, Personal Financial..., Investment Advisory..., Small Business...

Education
University of Utah   2003 — 2005
Master of Engineering (M.E.), Civil Engineering with an Emphasis in Business and Project Mangement

Estudio Sampere   2003 — 2003
Spanish Language Certificate, Spanish Language

University of Utah   1998 — 2003
Bachelor of Science (B.S.) Engineering, Civil Engineering

Universidad del País Vasco/Euskal Herriko Unibertsitatea   2002 — 2002
Spanish Language Certificate, Spanish Language

Cottonwood HS   1995 — 1997
High School

Bob Washburn Bob Washburn Castle Rock, Colorado Details
Bob Washburn's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2014 - Present
Lockheed Martin IS&GS  March 1985 - April 2015

Skills
Financial Analysis, Leadership, Team Leadership, Team Building, Training, Budgets, Strategic Planning, Business Analysis, Cost Benefit, Management, Process Improvement

Education
The University of Montana - School of Business Administration   1981 — 1984
MBA, Finance and Financial Management Services

Utah State University   1975 — 1979
BS, Political Science and Government

Diana Johnston, CLU, ChFC, CASL, LUTCF Diana Johnston, CLU, ChFC, CASL, LUTCF New Richmond, Wisconsin Details
Diana Johnston, CLU, ChFC, CASL, LUTCF's Transamerica Financial Advisors, Inc. Experience 1997 - 2009
Job Owner of Hometown Investments & Insurance Services, Inc. Financial Advisor with Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Hometown Investments & Insurance Services, Inc.   July 2013 - Present
JA Counter  May 2009 - June 2013
JA Counter  October 1996 - May 2009
Transamerica Financial Advisors, Inc.   1997 - 2009
JA Counter  November 1993 - October 1996
J.A. Counter & Associates, Inc.   August 1990 - November 1993
Western Life/Fortis   July 1986 - December 1989

Skills
Personalized Solutions, Personal Financial..., Retirement Income..., Investments, 401k Rollovers, Life Insurance, Long Term Care Insurance, Roth IRA, Traditional IRA, SEP IRA, College Savings Plans, Investment Advisory..., Disability Insurance

Education
The American College   1990 — 2013
CLU, ChFC, CASL, Insurance and Investments/Financial Planning

Sara Rahimi Sara Rahimi San Francisco Bay Area Details
Sara Rahimi's Transamerica Financial Advisors, Inc. Experience October 2010 - October 2014
Job Assistant Vice President at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America  October 2014 - Present
Transamerica Financial Advisors, Inc.   October 2010 - October 2014
John Casablancas Modeling and Career Centers  2004 - 2011
law office  2008 - 2010
Macy's  2003 - 2007
RHM Real Estate Home and Mortgage   2004 - 2006

Skills
Series 63, Retirement Planning, Insurance, Fixed Annuities, Retirement, Mutual Funds, Investments, Asset Management, IRAs, Life Insurance, Series 7, Financial Services, Leadership, Management, Mortgage Lending

Education
San Jose State University   2005 — 2010
Bachelor's Degree, International Business, 3.4

Reginald Simmons Reginald Simmons Tampa/St. Petersburg, Florida Area Details
Reginald Simmons's Transamerica Financial Advisors, Inc. Experience August 2013 - May 2015
Job Rep Relation Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2013 - May 2015
Bank of America  February 2013 - April 2013
Transamerica Life Insurance Company  July 1998 - February 2012
Intersecurities   January 2001 - January 2002
Franklin Templeton Investments  June 1995 - June 1998

Skills
Customer Relations, Word, Microsoft Office, Customer Service, Excel, Project Planning, Customer Focus, Managing Employees, Sales Support, Training & Development, Coaching, Product Marketing, Software Training, Operations Research, Quality Management, Strategic Planning, Team Leadership, Service Management, Sales Operations, Microsoft Word, Microsoft Excel, Insurance, Management, Process Improvement, Analysis, Risk Management, Sales, Time Management, Business Analysis, Team Building, Series 6, Strategy, Customer Satisfaction, Fixed Annuities, Financial Services, Marketing Communications

Education
The American College   2010 — 2012

University of South Florida
Bachelor of Business Administration (BS), Marketing

John R. Dolliver John R. Dolliver Austin, Texas Area Details
John R. Dolliver's Transamerica Financial Advisors, Inc. Experience July 2013 - Present
Job Registered Investment Advisor at ClearVista Financial
Industry Financial Services
Experience
ClearVista Financial   April 2014 - Present
Transamerica Financial Advisors, Inc.   July 2013 - Present
NYLIFE Securities LLC  September 2011 - July 2013
New York Life Insurance Company  May 2011 - July 2013
Mechanical Reps, Inc.   March 2002 - May 2011
Fox Service Company  1993 - 2002

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Securities, Insurance, Finance, Financial Planners, Financial Advisory

Education
Texas A&M University   1985 — 1989
BS, Agricultural Economics

Judi Travis Judi Travis San Antonio, Texas Area Details
Judi Travis's Transamerica Financial Advisors, Inc. Experience 2002 - Present
Job Financial Professional / Shareholder at Fusion Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2002 - Present
Fusion Advisors, Inc   January 2013 - Present
Travis~Martin Financial Services, LLC   June 2003 - December 2012
The Seaport Group  October 2002 - April 2003
State Farm Insurance  January 2000 - May 2002

Skills
Insurance, Fixed Annuities, Retirement, 401k, Series 63, IRAs, Mutual Funds, 401k Rollovers, Life Insurance, Long-term Care, Series 6

Education
The University of Texas at Austin   1998 — 2001
BA

Churchill High School   1993 — 1997

Stephanie Frye Stephanie Frye Stamford, Connecticut Details
Stephanie Frye's Transamerica Financial Advisors, Inc. Experience January 2014 - March 2014
Job Staff Accountant at Connolly, LLC
Industry Accounting
Experience
Connolly, LLC  August 2014 - Present
Connolly, LLC  May 2014 - August 2014
Transamerica Financial Advisors, Inc.   January 2014 - March 2014
State Street Corporation  May 2012 - August 2013
British Beer Company  May 2013 - July 2013
DSW Shoe Warehouse  May 2010 - December 2012
204 Washington Restaurant   September 2007 - August 2012

Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Finance, Microsoft Office, Teamwork, Bill Paying, Following Directions, QuickBooks, Economics, Bill Tracking, Dedication to..., Access, Budgets, VITA Certified, Accounting

Education
Sacred Heart University   2014 — 2015
Master of Accounting, Accounting

Sacred Heart University   2010 — 2014
Bachelor of Science, Business; Accounting

Deric Camarigg Deric Camarigg Los Angeles, California Details
Deric Camarigg's Transamerica Financial Advisors, Inc. Experience February 2006 - November 2009
Job Risk Management Supervisor at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  March 2014 - Present
Cetera Financial Group  April 2013 - February 2014
Green Dot Corporation  January 2010 - April 2013
Transamerica Financial Advisors, Inc.   February 2006 - November 2009

Skills
Risk Management, Advertising, Financial Services, Securities, Banking, Mutual Funds, Due Diligence, Investments, Financial Analysis, Insurance, AML, Credit, Equities

Education
United States Naval Academy
Computer Science

Jia Li Jia Li San Francisco Bay Area Details
Jia Li's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job
Industry Biotechnology
Experience
Crown Bioscience, Inc.   January 2013 - Present
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Business Development, Investments, Biotechnology, Drug Discovery, Lifesciences, Biochemistry, Molecular Biology, Pharmaceutical Industry, Oncology, Drug Development, Technology Transfer, Cancer, Cell Culture

Education
University of Virginia   1996 — 2000
Ph.D., Biological Physics

University of Alberta   1993 — 1996
graduate program, Biochemistry

UCSF   1992 — 1993
Cheng's Scholar, Protein Engineering

Scott A. Wright, RFC Scott A. Wright, RFC Indianapolis, Indiana Area Details
Scott A. Wright, RFC's Transamerica Financial Advisors, Inc. Experience December 1999 - Present
Job Principal at Liberty Consulting Corporation
Industry Investment Management
Experience
Liberty Consulting Corporation   April 2013 - Present
Transamerica Financial Advisors, Inc.   December 1999 - Present
Liberty Financial Services, Inc.   March 1999 - August 2010
Sky Financial / Midam Financial   March 1998 - November 1999
HomeGold  August 1996 - March 1998
BancOne Financial Services, Inc.   June 1994 - August 1996
American General Finance  July 1989 - August 1994

Skills
Strategic Financial..., Retirement, Financial Planners, Retirement Planning, Financial Advisory, Mutual Funds, Estate Planning, Investment Advisory, Wealth Management, IRAs, Series 7, Real Estate, Risk Arbitrage, Manager Selection, Fixed Annuities, Portfolio Management, Licensed Life Insurance..., FINRA, Indexed Annuities, Financial Markets

Education
American Academy of Financial Management   1999 — 2005
MFP, Finance

The Ohio State University Fisher College of Business   1984 — 1989
BSBA, Finance

Eaton High School

Michael B. Gillette Michael B. Gillette Greater Denver Area Details
Michael B. Gillette's Transamerica Financial Advisors, Inc. Experience August 2015 - Present
Job Training Associate at Transamerica Financial Advisors, Inc.
Industry Research
Experience
Transamerica Financial Advisors, Inc.   August 2015 - Present
May Trucking  October 2014 - Present
Rocky Mountain Conference  2012 - Present
Rocky Mountain Conference  2011 - Present
Gillette Enterprises, LLC   January 2005 - Present
First United Methodist Church Loveland, CO   2005 - Present
California Conservation Corps - Long Beach   November 2004 - July 2005
National Conference for Community and Justice - Long Beach   November 2000 - July 2005
First United Methodist Church, Long Beach, CA   June 1996 - July 2005
U.S. Coast Guard   July 1995 - February 2000

Skills
Training, Research, Non-profits, Public Speaking, Fundraising, Volunteer Management, Teaching, Grant Writing, Community Outreach, Social Media, Microsoft Office, Event Management, Editing, Community Development, Strategic Planning, Project Management, Policy, Press Releases, Leadership Development, Microsoft Excel, Intelligence Analysis, Criminal Investigations, Firearms, Hand to Hand Combat, Executive Protection, Strategic Data Analysis, Electronics, Small Boat Operations, Survival Skills, Water Survival, Investigation, Force Protection, PaintShop Pro, Dreamweaver, Small Arms, Tactical Asset..., Christian Theology, World Religions, Multivariate Analysis, Criminology, Sailing, Navigation, Nonprofits, Conflict Resolution, Religion, Grants, Program Development, Preaching, Theology, Social Justice

Education
Regis University   2012 — 2016
Bachelor's degree, Criminology, A

University of Alaska - Kodiak   1983 — 1984

Universidad de Puerto Rico   1976 — 1978

Pope John XXIII High School

Keith Speed Keith Speed Greater Atlanta Area Details
Keith Speed's Transamerica Financial Advisors, Inc. Experience October 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group division.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2012 - Present
..   October 2008 - Present
CompuCredit  March 2005 - July 2008
Speed Rental, Inc.   April 1999 - October 2004
Speed & Associates   1987 - 1999

Skills
Retirement Planning, IRAs, Roth IRA, 401k Plans, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care, Leadership, Business Development

Education
The University of Georgia   1983 — 1985
BS, Computer Science

University of Alabama   1981 — 1983
Chemistry

Johnson High School

North Gwinnett High School

Jim Biasotti Jim Biasotti Sacramento, California Area Details
Jim Biasotti's Transamerica Financial Advisors, Inc. Experience December 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2002 - Present
NEC Electronics  March 1990 - December 2001
Cypress Semiconductor  April 1985 - March 1990
Intel  September 1982 - March 1985

Skills
Cost Reduction, New Business Development, Investments, Financial Analysis, Cross-functional Team..., Semiconductors, Electronics, Management, Continuous Improvement, Root Cause Analysis, Strategic Financial..., Project Planning, Failure Analysis, Process Improvement, Operations Management, Change Management, IC, Semiconductor Industry, Engineering Management, Lean Manufacturing, Leadership, Troubleshooting, Insurance, Supply Chain Management, Business Analysis, Quality Assurance, Retirement Plan..., Retirement, Contract Management, Profit Sharing

Education
St. Mary's College of California   1995 — 1997
BA, Business & Finance

American River College   1980 — 1982
AA, Electronic technology

Austin Bonner Austin Bonner Fort Myers, Florida Details
Austin Bonner's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   May 2014 - Present
Panera Bread  October 2012 - May 2013
Walt Disney World  May 2011 - May 2012

Skills
Customer Relations, Leadership Development, Communication, Personal Development

Education
Trevecca Nazarene University   2007 — 2011
Bachelor of Science (BS), Communication and Media Studies

Dante Crosa Dante Crosa Houston, Texas Area Details
Dante Crosa's Transamerica Financial Advisors, Inc. Experience January 2004 - Present
Job Entrepreneur, Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2004 - Present
Chevron  April 2006 - December 2012
Paranet  September 1997 - April 2006
Resilin   November 1992 - December 1997

Skills
Retirement Planning, Strategic Financial..., Investments, Asset Managment, Estate Planning, Leadership, Customer Service, Series 65, 401K, Insurance, Debt Elimination, Securities, Team Building, Entrepreneurship, Employee Benefits, Research, Management, Asset Management, 401k, Business Development, Small Business, Finance, Management Consulting, Strategy, Financial Services, Mutual Funds, Financial Advisory, Wealth, Risk Management, Retirement, Fixed Annuities, Wealth Management, Portfolio Management, Financial Analysis, Project Management, Financial Planners, Investment Advisory, Life Insurance, Personal Finance, Series 63, Investment Strategies, Series 6, Asset Allocation, Financial Planning

Education
Universidad del Zulia   1982 — 1990
BS Industrial Engineering, Project & Risk Management

MARTAVIA HOUSTON MARTAVIA HOUSTON Lawrenceville, Georgia Details
MARTAVIA HOUSTON's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Substitute Teacher at Gwinnett County Public Schools
Industry Marketing and Advertising
Experience
Sears Holdings Corporation  March 2013 - Present
Gwinnett County Public Schools  March 2008 - Present
Motivated Under the Sun   July 2007 - Present
Transamerica Financial Advisors, Inc.   May 2015 - Present
5 Linx Enterprise   October 2009 - February 2015
H R Block  December 2010 - April 2014
UPS  October 2008 - January 2014
Allied Barton Security Services  July 2011 - April 2013
Gwinnett County Police Department  June 2007 - April 2008

Skills
Customer Service, Customer Relations, Public Speaking, Problem Solving, Coaching, Security, Management, Management Consulting, Promotions, Public Relations, Leadership, Marketing, Online Marketing, Social Networking, Sales, Social Media Marketing, Training, Social Media, Leadership Development, Fundraising, Marketing Strategy, Team Leadership, Strategic Planning, Team Building, New Business Development, Direct Sales, Event Management, Time Management, Entrepreneurship

Education
Shorter University   2010 — 2012
Bachelor, Business Management2012

Shorter University-College of Adult & Professional Programs   2010 — 2012
Bachelor of Business Management, Business, Management, Marketing, and Related Support Services

Miami Carol City Senior High   1999 — 2001

Suparna Dutta Suparna Dutta Dayton, Ohio Details
Suparna Dutta's Transamerica Financial Advisors, Inc. Experience December 2013 - Present
Job Financial Advisor/B2B Sales Consultant
Industry Financial Services
Experience
Constellation Energy  August 2015 - Present
Transamerica Financial Advisors, Inc.   December 2013 - Present
Constellation Energy/Trelevate   November 2014 - July 2015
Klöckner Pentaplast  January 2013 - December 2013
World Financial Group (WFG)   November 2012 - November 2013

Skills
Portfolio Management, Finance, Investments, Business Analysis, Root Cause Analysis, Advanced Statistical..., Advanced competency in..., Foreign Exchange trading, Advanced Microsoft..., Customer Relationship..., Business Process..., Business Rules..., Project Management, Product Pricing, Strategic use of ERP..., Business Planning, Analysis, Management, Strategy, CRM, Pricing, Budgets, Business Development, Marketing, Marketing Strategy, Leadership

Education
University of Dayton   2009 — 2012
Master of Business Administration (MBA), Finance

Shivaji University
Bachelor of Engineering (B.E.), Electronics

Darrel Peck, MBA, LUTCF Darrel Peck, MBA, LUTCF Davenport, Iowa Area Details
Darrel Peck, MBA, LUTCF's Transamerica Financial Advisors, Inc. Experience January 2002 - Present
Job CoOwner at Jackson & Peck Financial Group, LLC
Industry Financial Services
Experience
St Paul Lutheran Church  January 2014 - Present
Jackson & Peck Financial Group   April 2008 - Present
Transamerica Financial Advisors, Inc.   January 2002 - Present
Transamerica Agency Network, Inc.   January 2002 - Present
NAIFA Quad Cities   July 2008 - July 2010

Skills
Retirement, Insurance, Fixed Annuities, Investments, Life Insurance, Mutual Funds, Disability Insurance, Health Insurance, Term Life Insurance, Long-term Care, Financial Services, Employee Benefits, IRAs, Series 63, 401k, Wealth Accumulation, Securities

Education
St. Ambrose University   1997 — 2002
Master's of Business Administration

Wethersfield High School   1993 — 1997

R. Jan Pinney R. Jan Pinney Sacramento, California Area Details
R. Jan Pinney's Transamerica Financial Advisors, Inc. Experience 1971 - Present
Job CEO, Pinney Insurance Center, Inc.
Industry Insurance
Experience
ISU Francis-Pinney Insurance Services, Inc.   1975 - Present
Pinney Insurance Center   January 1972 - Present
Transamerica Financial Advisors, Inc.   1971 - Present
Transamerica  May 1985 - July 1997

Skills
Fixed Annuities, Income Protection, Life Insurance, Insurance, Long-term Care, Leadership, Retirement Planning, Term Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance, Retirement, Employee Benefits, Commercial Insurance, Property & Casualty..., Financial Planners, IRAs, Health Insurance, Whole Life, Brokers, Underwriting, Universal Life, Long Term Care Insurance, Financial Advisory, Wealth, 401k, Series 63, Wealth Accumulation, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Pensions, 401k Rollovers, Small Business, Series 6, Financial Services, Financial Planning, Key Person Insurance

Education
The American College
CLU, ChFC, Life Insurance

University of Utah
Bachelors, Business

Bryan Slama Bryan Slama Sioux Falls, South Dakota Area Details
Bryan Slama's Transamerica Financial Advisors, Inc. Experience March 2012 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2012 - Present
OneAmerica  July 2007 - March 2012

Skills
Fixed Annuities, Financial Analysis, Financial Advisory, Finance, Insurance, Financial Planners

Education
The University of North Dakota
BBA, Banking and Financial Economics

Shamar Hyatt Shamar Hyatt Bronx, New York Details
Shamar Hyatt's Transamerica Financial Advisors, Inc. Experience October 2013 - Present
Job Bachelor's Degree in Finance University of Bridgeport
Industry Investment Banking
Experience
Transamerica Financial Advisors, Inc.   October 2013 - Present
Chelsea Piers  January 2013 - Present
Sono Field House  September 2010 - Present
SHATAV LLC   May 2010 - Present
Westchester Youth Soccer League  February 2006 - Present

Skills
Management, Customer Service, Cisco Technologies, Microsoft Office, Financial Analysis, Cloud Computing, Windows, Linux, Microsoft Excel, Finance, Accounting, Analysis, Risk Management

Education
University of Bridgeport   2010 — 2014
Bachelor's degree, Accounting and Finance, 3.56

Jiangfeng (Harry) Zhang Jiangfeng (Harry) Zhang Edison, New Jersey Details
Jiangfeng (Harry) Zhang's Transamerica Financial Advisors, Inc. Experience April 2014 - Present
Job Marketing Director at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2014 - Present

Education
Stanford University   2011 — 2012
Master of Science (MS), Structural Engineering

Purdue University   2009 — 2011
Bachelor of Science (BS), Civil Engineering

Min-Feng Lee, MBA Min-Feng Lee, MBA San Jose, California Details
Min-Feng Lee, MBA's Transamerica Financial Advisors, Inc. Experience October 2011 - July 2012
Job Consultant at Protiviti
Industry Financial Services
Experience
Protiviti  March 2015 - Present
Sagent Management  October 2014 - February 2015
KPMG  July 2013 - September 2013
Transamerica Financial Advisors, Inc.   October 2011 - July 2012
資誠 PwC Taiwan   June 2009 - June 2011
Morgan Stanley  January 2009 - March 2009

Skills
DCF, Bloomberg Terminal, Capital IQ, Chinese, Corporate Tax, Assurance, Translation, Sensitivity Analysis, Consulting, Transfer Pricing, DCF Valuation, Microsoft Office, Management, US GAAP, Financial Reporting, Financial Analysis, Microsoft Excel, Finance

Education
University of Rochester - Simon Business School   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.58

University of California, Davis   2005 — 2009
Bachelor of Science (B.S.), Managerial Economics, 3.29

Aubrey Puranda Aubrey Puranda Greater New York City Area Details
Aubrey Puranda's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job Financial Advisor Intern at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2014 - Present
Penn State Erie, The Behrend College  September 2012 - Present

Skills
Communication Skills, Finance, International Finance, Portfolio Management, Financial Services, Leadership, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Data Analysis, Teamwork, Operations Management, Management

Education
Penn State University   2009 — 2014
Bachelor of Science (B.S.), International Business

Penn State University   2009 — 2014
Bachelor of Science (B.S.), Finance

Penn State University   2009 — 2014
Minor, Operations & Supply Chain Management

Violet Marinov Violet Marinov Tujunga, California Details
Violet Marinov's Transamerica Financial Advisors, Inc. Experience June 2007 - Present
Job President at World Association of New Professionals
Industry Nonprofit Organization Management
Experience
World Association of New Professionals   March 2011 - Present
Transamerica Financial Advisors, Inc.   June 2007 - Present

Skills
Strategic Financial..., Investments, Financial Analysis, Insurance, Retirement Planning, Non-profits, Asset Management, Nonprofits, Financial Planning, Mutual Funds, Securities, Marketing Strategy, Business Planning, Marketing, Team Building, Finance, Management

Education
Universitet za nacionalno i svetovno stopanstvo   1998 — 2001
PhD, Finance

Robert Whitlow Robert Whitlow Las Vegas, Nevada Area Details
Robert Whitlow's Transamerica Financial Advisors, Inc. Experience December 1997 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 1997 - Present

Skills
401k, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, Insurance, Strategic Financial..., Investment Advisory, Wealth Accumulation, Small Business, Wealth Management, Retirement, Financial Advisory, 401k Rollovers, Financial Planners, Wealth, Mutual Funds, Finance, Life Insurance, Series 6, College Savings Plans, Qualified Plans,..., Professional Money..., series 26, Series 65, series 63

Education
The University of Memphis
Bachelors, PSYC; Criminology

Norman Raymer Norman Raymer Tampa/St. Petersburg, Florida Area Details
Norman Raymer's Transamerica Financial Advisors, Inc. Experience February 2007 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2007 - Present
Wealth Management Advisors   June 1981 - Present

Skills
Financial Advisor, Retirement Planning, Financial Planning, Retirement, Investments, Wealth Management, Financial Advisory, Finance, Estate Planning, Securities, Employee Benefits, Asset Protection, Mutual Funds

Education
The Ohio State University
MBA, Finance

Jason W. Card Jason W. Card Tampa/St. Petersburg, Florida Area Details
Jason W. Card's Transamerica Financial Advisors, Inc. Experience June 2010 - September 2013
Job Vice President Advisor Solutions at JW Cole Financial, Inc.
Industry Financial Services
Experience
JW Cole Financial, Inc.   December 2013 - Present
Transamerica Financial Advisors, Inc.   June 2010 - September 2013
Dreyfus Investments  June 2008 - May 2010
Franklin Templeton Group  January 2006 - June 2008
Franklin Templeton Group  June 2000 - January 2006
Franklin Templeton Group  December 1997 - May 2000

Skills
Business Acquisition, Succession Planning, Marketing Communications, Business Development, Public Speaking, Leadership, Coaching, Sales Management, Investments, Financial Advisory, Marketing, Retirement Planning, Portfolio Management, Finance, Strategic Financial..., Wealth Management, Investment Advisory

Education
St. Petersburg College   1992 — 1996

Rasa Petrauskaite Rasa Petrauskaite San Francisco Bay Area Details
Rasa Petrauskaite's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Investment Adviser Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2015 - Present
World Financial Group  December 2012 - Present
Life Technologies  April 2011 - February 2012
Life Technologies  December 2010 - February 2012
Life Technologies  February 2010 - May 2010
Arbor Vita Corporation  April 2009 - October 2009
Life Technologies  February 2009 - September 2009
PacRimBio   August 2008 - July 2009
Applied Biosystems  June 2007 - August 2007
Stellar Somerset Gallery   July 2006 - August 2006

Skills
Economics, Research, Statistics, Data Analysis, Microsoft Office, Writing, Public Speaking, Market Research, Customer Relations, Biotechnology Industry, Investment Management, Finance, Business Analysis, Customer Service, Microsoft Excel, Project Management, PowerPoint, Lifesciences, PCR, Management Consulting, Marketing, Competitive Analysis, Biotechnology, Investments

Education
UC Berkeley Extension   2012 — 2014
Certificate, Finance with specializations in Capital Markets and Investment Management

UC Berkeley Extension   2008 — 2009
Certificate, Biotech Business and Marketing

Swarthmore College   2004 — 2008
BA, Economics

Ryan Platt Ryan Platt Orange County, California Area Details
Ryan Platt's Transamerica Financial Advisors, Inc. Experience February 2011 - December 2011
Job MBA Candidate Class of 2017 | The Paul Merage School of Business | UC Irvine
Industry Financial Services
Experience
Gaspar Insurance Services, Inc.   December 2011 - September 2015
Bank of America  December 2011 - September 2015
Transamerica Financial Advisors, Inc.   February 2011 - December 2011
Milwaukee Brewers; Traverse City Beach Bums   June 2009 - September 2010

Skills
Finance, Strategy, Management, Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Business Development, Health Insurance, Team Building

Education
University of California, Irvine - The Paul Merage School of Business   2015 — 2017
Master of Business Administration (MBA), Finance and Strategy

University of California, Riverside
B.S. Business Administration, Finance

Jessica Penovich Jessica Penovich Tampa/St. Petersburg, Florida Area Details
Jessica Penovich's Transamerica Financial Advisors, Inc. Experience January 2014 - Present
Job Compliance Officer at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2014 - Present
Raymond James & Associates Inc.   April 2013 - January 2014
Raymond James & Associates, Inc   August 2011 - April 2013
Citi  April 2010 - August 2011
Citi  April 2007 - April 2010

Skills
Series 7, Series 66, Series 24, 9/10, Series 4, Life & Health Insurance..., Variable Annuities, Mutual Funds, Financial Regulation, Securities, Team Leadership, Options, Regulatory Policy, Customer Service, Option Agreements, Options Strategies, Dispute Resolution, Process Improvement, Credit Cards, AML, Problem Solving

Education
Saint Leo University
Bachelor of Arts (B.A.), Business Administration and Management, General

Ruiqi(Richie) Shi Ruiqi(Richie) Shi Washington, District Of Columbia Details
Ruiqi(Richie) Shi's Transamerica Financial Advisors, Inc. Experience October 2015 - Present
Job Fall Intern at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   October 2015 - Present
PwC  June 2014 - August 2014
The People's Bank of China  June 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Research, AutoCAD, Statistics, Java, Photoshop, Mandarin, Social Media, English, HTML, Public Speaking, Solidworks, Data Analysis, Instrument, Cooking, Social Media Marketing, Time Management, Facebook, InDesign, Access, Financial Analysis, Accounting, Financial Accounting, Auditing, Leadership, Outlook, Financial Reporting, Chinese, Blogging, Bookkeeping, Data Entry, Financial Statements, Accounts Payable

Education
The Johns Hopkins University   2015 — 2016
Master's degree, Enterprise Risk Management

University of Illinois at Urbana-Champaign   2012 — 2015
Bachelor's degree, Accounting, 3.96/4.00

LondonInternational Academy   2011 — 2012
High school Diploma, Business/Commerce, General

Nakia Hatchett Nakia Hatchett Greater San Diego Area Details
Nakia Hatchett's Transamerica Financial Advisors, Inc. Experience August 2015 - Present
Job TransAmerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2015 - Present
Leisure Getaways, Inc   2015 - Present
Wyndham Vacation Ownership  April 2011 - February 2015

Skills
Customer Service, Leadership, Marketing, Marketing Strategy, Public Speaking, Sales, Training, Microsoft Office, Microsoft Excel, Team Building, Event Planning, Event Management, Time Management, PowerPoint, Strategy, Microsoft Word, Project Management, Cosmetics, Beauty Industry, Skin Care, Social Media

Education
A-Pass-Weikel Institute   2004 — 2004
Real Estate, Real Estate

Spalding University
Business/Corporate Communications

Austin Brown Austin Brown Greater Memphis Area Details
Austin Brown's Transamerica Financial Advisors, Inc. Experience June 2012 - March 2013
Job Accounts Payable Administrator at Nucor Steel Memphis
Industry Accounting
Experience
Nucor Steel- Memphis  May 2013 - Present
Transamerica Financial Advisors, Inc.   June 2012 - March 2013
The Home Depot  March 2011 - August 2011

Skills
Accounting, Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Data Analysis, Process Improvement, Team Leadership, Budgets, Accounts Payable, Team Building, Financial Services, Financial Reporting, Account Reconciliation, Public Speaking

Education
Tennessee State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Economics & Finance

Marc Guerra Marc Guerra Greater Chicago Area Details
Marc Guerra's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisors Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Division
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
Investment Advsors International   June 2006 - January 2012
World Group Securities Inc.  June 2000 - January 2012
WMA Securities Inc.  February 1992 - June 2000

Skills
Retirement Planning, Entrepreneurship, Investments, 401k, IRAs, Strategic Financial..., Recruiting, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Estate Planning, Securities, Financial Advisory, Insurance, Series 6, Financial Services, Finance

Education
Southern Illinois University, Carbondale   1973 — 1978

Wheaton Central High School   1969 — 1973
9-12

Barbara Oseguera Barbara Oseguera Greater New York City Area Details
Barbara Oseguera's Transamerica Financial Advisors, Inc. Experience January 2011 - March 2014
Job Director of Finance at Aeffe LLC
Industry Textiles
Experience
Aeffe USA LLC   September 2015 - Present
Transamerica Financial Advisors, Inc.   January 2011 - March 2014
UBS Investment Bank  1999 - 2007
UBS Investment Bank  1999 - 2007
Citi  June 1989 - July 1999

Skills
Financial Services, Banking, Securities, Finance, Retirement Planning, Equities

Education
London School of Economics and Political Science   1997 — 1998
Economics / Business

Trinity College-Hartford   1988 — 1992
Bachelor of Science, Economics

Anna Manning Anna Manning Saint Petersburg, Florida Details
Anna Manning's Transamerica Financial Advisors, Inc. Experience 2014 - Present
Job Anti money laundering compliance officer at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2014 - Present
Transamerica Financial Advisors, Inc.   2013 - 2014
Transamerica Financial Advisors, Inc.   2007 - 2013

Skills
Series 24, Series 7, Series 63, Investment Advisory, AML, FINRA, Securities, Anti Money Laundering, Privacy Law, Mutual Funds, OFAC, Financial Advisory, USA PATRIOT Act, Financial Markets, Risk Management

Education
St. Petersburg College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Sheri Gebe Sheri Gebe Clearwater, Florida Details
Sheri Gebe's Transamerica Financial Advisors, Inc. Experience 2006 - 2008
Job Associate Product Manager at Transamerica
Industry Financial Services
Experience
Transamerica  December 2013 - Present
Transamerica  February 2008 - Present
Transamerica Financial Advisors, Inc.   2006 - 2008
Transamerica Financial Advisors, Inc.   2004 - 2008
Raymond James  May 2000 - January 2003
One Group Mutual Funds   February 1999 - May 2000

Skills
Mutual Funds, Insurance, Financial Services, Product Management, Requirements Gathering, Business Requirements, Series 7, Investments, Series 63, Relationship Management, Fixed Income, Alternative Investments, Process Improvement, Asset Allocation, Life Insurance, Securities

Education
The Ohio State University
Bachelor's degree, Business Administration, Management and Operations

Liu Hong Liu Hong Greater Seattle Area Details
Liu Hong's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job Welcome to the Financial Educator | For the improvement of your Financial Health
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2014 - Present
AXA Advisors  November 2011 - August 2014
Sinolink Securities Stock Co. Ltd.   October 2007 - October 2008
Chengdu Ideal Information Industry Co. Ltd.   October 2004 - January 2006

Skills
Client Relationship..., Professional..., Financial Consulting, Cross-cultural, Chinese Culture, Chinese Capital Market, Asset Management, Investment Strategies, Financial Advisory, Financial Analysis, Wealth Management, Retirement Income..., Chinese, Estate Planning..., Pension Maximization, Retirement Income..., Risk Management, Long Term Care Insurance, Disability Income, Life Insurance, Permanent Life Insurance, Term Life Insurance, Mortgage Protection

Education
University of Sydney   2006 — 2007
Master of Finance, Finance

Sichuan University   2000 — 2004
Bachelor of Business Management

No 7 middle school

No 7 middle school

Eric Rodriguez Eric Rodriguez San Francisco Bay Area Details
Eric Rodriguez's Transamerica Financial Advisors, Inc. Experience January 2004 - January 2010
Job Senior Manager, Institutional Sales at LearnVest
Industry Financial Services
Experience
LearnVest  June 2015 - Present
American Express  December 2010 - May 2015
ADP  January 2010 - January 2011
Transamerica Financial Advisors, Inc.   January 2004 - January 2010

Skills
Selling, Solution Selling, Account Management, Sales Operations, Leadership, B2B, New Business Development, Salesforce.com, Business Development, Customer Retention, Sales, Customer Acquisition, Strategic Partnerships, Sales Management, Sales Process, Sales Presentations, Credit Cards, Strategy, Consultative Selling, Business Strategy, Marketing Strategy, Strategic Leader, Nunchuku Skills, Complex Sales, Healthcare Consulting, Excellent Presenter, Contract Negotiation, Electronic Payments, Strategic Leadership, SaaS, Financial Services, Customer Satisfaction, Financial Analysis, Forecasting, Start-ups, E-commerce, Marketing, Social Networking, Enterprise Solution...

Education
Executive Conversation Financial Acumen Sales Training   2012 — 2012

CEB Challenger Sales Training   2011 — 2011

Tom Hopkins Sales Academy   2007 — 2007

Blair Singer's Sales Dogs Training   2006 — 2006

San Jose State University   2000 — 2004
BA, Communications/Business

Santa Teresa   1996 — 2000
High School

Brittany McGahee Brittany McGahee Greater Atlanta Area Details
Brittany McGahee's Transamerica Financial Advisors, Inc. Experience December 2012 - Present
Job Senior Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2012 - Present
World Financial Group (WFG)   November 2012 - Present
Premier Community Development Center   April 2012 - December 2012

Skills
Psychotherapy, Group Therapy, Mental Health, Crisis Intervention, Mental Health Counseling, Personal Finance, Community Outreach, Public Speaking, Adolescents, Volunteer Management, Staff Development, Nonprofits, Workshop Facilitation, Higher Education, Entrepreneurship, Conflict Resolution, Fundraising, Psychology, Youth Mentoring, Training, Program Development, Career Counseling, Case Managment, SPSS, Resume Writing, Research, Leadership Development

Education
Spelman College   2007 — 2012
Bachelor of Arts (BA), Psychology

Spelman College   2007 — 2012
Bachelor of Arts (B.A.), Psychology

Corey A. Purkat, CFP®, AIF® Corey A. Purkat, CFP®, AIF® Greater Minneapolis-St. Paul Area Details
Corey A. Purkat, CFP®, AIF®'s Transamerica Financial Advisors, Inc. Experience May 2013 - March 2015
Job Retirement Plan Consultant | Wealth Advisor
Industry Financial Services
Experience
Bronfman E.L. Rothschild   March 2015 - Present
Transamerica Financial Advisors, Inc.   May 2013 - March 2015
Securian Financial Group  March 2012 - April 2013
ADP, Inc.   January 2008 - March 2012

Skills
401k, Investments, Strategic Financial..., RFP, Simple IRA, Networking, 403 b, RPAG, Small and Mid Size..., Mutual Funds, Creative Solutions, Cash Balance

Education
Oklahoma State University   2010 — 2013
Masters, Financial Planning

Winona State University   2003 — 2007
Bachelor of Science (B.S.), Finance

Rusty Hood Rusty Hood Westlake Village, California Details
Rusty Hood's Transamerica Financial Advisors, Inc. Experience December 2004 - Present
Job Branch Office Manager, Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Paragon Group  December 2004 - Present
Transamerica Financial Advisors, Inc.   December 2004 - Present
GE Fanuc  July 2004 - April 2006

Education
Pepperdine University   1995 — 2001
Bachelor of Science (B.S.), International Business, 4.0

Michell Clark Michell Clark Washington D.C. Metro Area Details
Michell Clark's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Marketing Manager & Financial Advisor
Industry Marketing and Advertising
Experience
Transamerica Financial Advisors, Inc.   February 2015 - Present
The Princeton Review  September 2014 - Present
Artistic Manifesto   October 2009 - Present
The Princeton Review  June 2013 - December 2014
Jonre Music Group   July 2014 - September 2014
Simple Storage   April 2014 - May 2014
Virginia House of Delegates  January 2014 - March 2014
Young Women's Center of America   October 2013 - December 2013
Aqua Lounge   June 2013 - December 2013
Virginia House of Delegates  February 2013 - April 2013

Skills
Social Media, Marketing, Blogging, Public Relations, Social Media Marketing, Creative Writing, Brand Development, New Media, Research, Written Communication, Oral Communication, Sociology Of Culture, Sociology, Sociology of Religion, Spanish (Fluent), Physical Fitness, Writing, Public Speaking, Fitness, Music, Editing, Facebook, Event Planning, Social Networking, Microsoft Office, Leadership, PowerPoint, Management

Education
Virginia Commonwealth University   2013 — 2013
Bachelor of Science (B.S.), Sociology

University of Virginia   2012 — 2012

United States Military Academy at West Point   2008 — 2012

Erik Lapinski Erik Lapinski Sloatsburg, New York Details
Erik Lapinski's Transamerica Financial Advisors, Inc. Experience May 2014 - August 2014
Job Institutional Equity Division CBA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Transamerica Financial Advisors, Inc.   May 2014 - August 2014
Follett Higher Education Group  July 2012 - January 2014
Shoprite  October 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Management, Marketing, Statistics

Education
CFA Program
2015 Level II Candidate

SUNY Geneseo   2011 — 2015
Bachelor of Arts (BA), Economics

Don Bosco Preparatory High School   2007 — 2011
High School

Xinxin (Stella) Lu Xinxin (Stella) Lu San Francisco Bay Area Details
Xinxin (Stella) Lu's Transamerica Financial Advisors, Inc. Experience September 2012 - April 2015
Job Banker at East West Bank
Industry Financial Services
Experience
East West Bank  April 2015 - Present
Coco Real Estate Team   January 2015 - Present
Transamerica Financial Advisors, Inc.   September 2012 - April 2015
Provident Funding Associates L.P.   September 2010 - April 2015
Provident Funding Associates L.P.   June 2009 - September 2010
Federal Reserve Bank of San Francisco  June 2008 - May 2009
Chinese Newcomers Service Center  January 2008 - April 2008

Skills
Fixed Income, Capital Markets, Trading, Financial Modeling, Bloomberg, Data Analysis, Financial Planning, Strategic Financial..., Financial Analysis, Personal Financial..., Tax-advantaged..., Banking, Loans, Portfolio Management, Wealth Management

Education
University of California, Berkeley
B.A, Economics, 3.82

Angelica Trumer Angelica Trumer Greater Atlanta Area Details
Angelica Trumer's Transamerica Financial Advisors, Inc. Experience April 2013 - Present
Job RIA Operations Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2013 - Present

Education
Emory University - Laney Graduate School   2009 — 2012
Molecular and Systems Pharmacology and Toxicology

Spelman College   2005 — 2009
Bachelor of Science (BS), Biochemistry

Bosong (Mike) Liu Bosong (Mike) Liu Dallas/Fort Worth Area Details
Bosong (Mike) Liu's Transamerica Financial Advisors, Inc. Experience March 2015 - June 2015
Job Looking a great job opportunity, or becoming a great Entrepreneur. Be extraordinary.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   March 2015 - June 2015
ECOM Trading  July 2014 - February 2015
ECOM Trading  January 2014 - May 2014
Northeast Electronic Power Design Institution (NEPDI)   March 2012 - May 2012
ICBC (Asia)   March 2011 - May 2011

Skills
Accounting, Time Management, Financial Analysis, Teamwork, Accounts Receivable, Swimming, Mind Mapping, Tax Returns, Microsoft Office, Leadership, Driving License, Internal Controls, Data Analysis, Communication, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Finance, Oracle Bone Script, Thinking Outside The Box, Maintaining A Positive..., Critical Thinking, Bank Fee Statement..., control matrix, System Flowcharts, Cash Receipts, Economics, Corporate Tax, Corporate Governance, Sarbanes-Oxley Act, Public Speaking, Management

Education
The University of Texas at Dallas   2015 — 2017
Master's degree, Innovation and Entrepreneurship

The University of Texas at Dallas   2012 — 2014
Master's degree, Accounting, 3.703

China Youth University for Political Sciences   2007 — 2011
Bachelor's degree, International Business/Trade/Commerce

Changchun No. 11 Senior High School   2004 — 2007
Senior High School, Sciences, A

Elizabeth Landeta Elizabeth Landeta Houston, Texas Area Details
Elizabeth Landeta's Transamerica Financial Advisors, Inc. Experience June 2004 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2004 - Present
Yokogawa  November 2007 - July 2008
Aspen Technology, Inc.   2001 - 2003

Skills
Spanish translation, Customer Service, Financial Planning, Retirement Planning, Investments, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Estate Planning, Small Business, Financial Advisory, Financial Services, Budgets, Strategic Planning, Strategic Financial..., Spanish, Savings, 401k, Insurance, Finance, Business Development, Business Planning, Sales Management, Sales, Management, Team Building, Long-term Care, Marketing, Mutual Funds, Executive Management, Risk Management, Banking, Strategy, Asset Management, Wealth Management, Financial Analysis, Series 63, Securities, Investment Advisory

Education
Universidad Metropolitana   1983 — 1988
Bachelor of Business Administration (B.B.A.)

Universidad Metropolitana (VE)   1983 — 1988
Bachelor in Science, Business Administration - Management

Jacqueline Brennan Jacqueline Brennan Greater New York City Area Details
Jacqueline Brennan's Transamerica Financial Advisors, Inc. Experience June 2010 - Present
Job Senior Marketing Director at World Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2010 - Present
Edge Trading   August 2008 - July 2009
Cowen & Co., LLC   April 2005 - June 2007
Cowen & Co., LLC   June 1998 - April 2005
Rosenblatt Securities  January 1997 - May 1998
Janney Montgomery Scott  May 1996 - January 1997

Skills
Trading, Securities, Equities, Financial Markets, Investments, Series 7, Series 55, Series 66, Series 25, Microsoft Word, Microsoft Excel, Organizational..., Fast Paced Environment, Highly motivated..., Eye for Details, strong communication..., high-quality attitude

Education
Spring Hill College   1992 — 1996
Bachelor of Science, Accounting

Walhalla Senior High School   1988 — 1992

Al Tamayo Al Tamayo San Jose, California Details
Al Tamayo's Transamerica Financial Advisors, Inc. Experience May 2014 - Present
Job Marketing Director at Transamerica Financial Advisors, Inc.
Industry Telecommunications
Experience
Transamerica Financial Advisors, Inc.   May 2014 - Present
129th Rescue Wing  May 2013 - Present
Azimuth Systems  January 2014 - May 2014
Anritsu  February 2011 - January 2014
129th Rescue Wing  August 2011 - March 2013
USAF  October 2010 - November 2010
USAF  October 2009 - October 2010
US Department of Defense  April 2009 - September 2009
US Army  February 2009 - April 2009
USAF  April 2008 - February 2009

Skills
Security Clearance, Engineering, DoD, Military, Air Force, Training, Operations Management, Systems Engineering, Management, Strategy, Troubleshooting, Information Assurance, Testing, System Design, Leadership, Program Management

Education
Air Force Institute of Technology   2006 — 2008
MS, Electrical Engineering

University of Phoenix   2004 — 2006
MBA, Technology Management

San Jose State University   2000 — 2001
N/A, Electrical Engineering

DeVry Institute of Technology   1996 — 1999
BS, Electronics Engineering Technology

Clovis West High School   1992 — 1996
High School, College Preparatory

Hanford High School   1992 — 1996
High School, College Preparatory

Gary Norton [LION] Gary Norton [LION] Las Vegas, Nevada Details
Gary Norton [LION]'s Transamerica Financial Advisors, Inc. Experience 2006 - 2012
Job Medical Reimbursement Technician at U.S. Department of Veterans Affairs
Industry Government Relations
Experience
U.S. Department of Veterans Affairs   2011 - Present
Transamerica Financial Advisors, Inc.   2006 - 2012
Office of the Nevada State Treasurer   September 2008 - March 2009
Illinois Department of Natural Resources  October 1998 - December 2003
Illinois Department of Natural Resources  July 1995 - September 1998
Illinois Department of Mines and Minerals   December 1987 - June 1995

Education
Southern Illinois University, Carbondale
Bachelor of Science, Administrative Sciences

University of Illinois Springfield
Master of Arts, Business Administration

Jenny Hilton Jenny Hilton Dallas/Fort Worth Area Details
Jenny Hilton's Transamerica Financial Advisors, Inc. Experience July 2011 - Present
Job at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae  October 2011 - Present
Transamerica Financial Advisors, Inc.   July 2011 - Present
CenturyLink Corp   July 2009 - October 2011
Embarq Corporation  August 2006 - July 2009
Sprint  October 1996 - August 2006
Home Savings of America  June 1993 - October 1996
General Dynamics  June 1986 - June 1993

Skills
Requirements Analysis, Telecommunications, Business Analysis, SDLC, SQL, Vendor Management, CRM, Project Management, Visio, Business Intelligence, Team Leadership, MS Project, Program Management, Software Project..., Integration, Requirements Gathering, Microsoft Project

Education
The University of Texas at Dallas   1980 — 1984
Bachelor's degree, Geophysics and Seismology

Richland Community College   1978 — 1980
Associates, General Science

RANDALL FEARS RANDALL FEARS Mission, Kansas Details
RANDALL FEARS's Transamerica Financial Advisors, Inc. Experience August 1990 - Present
Job Financial Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 1990 - Present
American General Life Companies  1992 - 2002
FedEx Ground  September 1989 - August 1992
UPS  October 1986 - August 1989

Skills
Disability Insurance, Employee Benefits, Insurance

Education
University of Missouri-Kansas City   1987 — 1988
Bachelor of Science, Business Administration

University of Kansas   1981 — 1985
Business Administration

Brian Shrock Brian Shrock Dallas/Fort Worth Area Details
Brian Shrock's Transamerica Financial Advisors, Inc. Experience May 2010 - December 2014
Job Software Engineer
Industry Defense & Space
Experience
L-3 Communications  October 2011 - Present
Transamerica Financial Advisors, Inc.   May 2010 - December 2014
Raytheon  September 1999 - April 2010
Southwest Airlines  October 1998 - July 1999
Raytheon  January 1994 - January 1998
Vought Aircraft Company  January 1986 - January 1994

Skills
Software Engineering, ClearCase, Object Oriented Design, ClearQuest, SQL, Java, C++, CMMI, Unix, Databases, Process Improvement

Education
The University of Texas at Dallas   1995 — 1998
Master of Science, Computer Science; Software Engineering emphasis

Oklahoma Christian College   1982 — 1986
Bachelor of Science, Computer Science

Cissy Siyuan Morton Cissy Siyuan Morton San Diego, California Details
Cissy Siyuan Morton's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   May 2015 - Present
World Financial Group (WFG)   March 2014 - Present
Newton & Associates, Inc.   December 2007 - April 2010
Navy Federal Credit Union  May 2005 - October 2007
H&R Block  January 2007 - April 2007
Bank of China  November 2002 - July 2004
Bank of China (Hong Kong)   November 1999 - November 2002
Bank of China  July 1995 - November 1999

Skills
Taxations, Bookkeeping, Linguistics, Research, Customer Service, Bank Reconciliation, Accounting, Financial Accounting, Training, 10 Key, English, Financial Analysis, PowerPoint, Microsoft Office, Teamwork, Life Insurance, Retirement Income..., Investments, Financial Services, Wealth Accumulation, Estate Planning, Wealth Preservation...

Education
Park University   2005 — 2009
Bachelor's degree, Accounting and Business/Management

Shanghai International Studies University   1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General

First Middle School Attached to Huadong Normal University   1985 — 1989

Lisa Oktavia Lisa Oktavia Pleasanton, CA Details
Lisa Oktavia's Transamerica Financial Advisors, Inc. Experience March 2012 — Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
World Financial Group (WFG)   March 2012 — Present
Transamerica Financial Advisors, Inc.   March 2012 — Present
The Garden Teak   June 2006 — June 2013
Essencia design, inc   August 2003 — June 2013

Skills
Management, Marketing Strategy, Retirement Planning

Education
San Francisco State University   1996 — 2000
Bachelor's degree, Marketing and Finance

Arthur Cone Arthur Cone Greater Denver Area Details
Arthur Cone's Transamerica Financial Advisors, Inc. Experience April 2015 - Present
Job Registered Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2015 - Present
Coca-Cola Foodservice & On Premise   1999 - 2015

Skills
Account Management, Beverage Industry, Brand Management, Budgets, Business Planning, Cold Calling, Competitive Analysis, Consumer Products, Customer Insight, AC Nielsen, Consulting, Cross-functional Team..., Direct Sales, Food, Food, Food Service, Forecasting, Income Statement, IRI, Key Account Development, Key Account Management, Leadership, Management, Direct Store Delivery, Distributors, Market Planning, Marketing, Marketing Management, Marketing Strategy, Merchandising, National Accounts, Negotiation, New Business Development, P, Pricing, Pricing Strategy, Retail, Sales, Sales Management, Sales Operations, Sales Presentations, Selling, Strategic Planning, Strategy, Nielsen, Shopper Marketing, Trade Marketing, FMCG, Product Development, Grocery

Education
Radford University
MBA Studies - 9 credit hours, MBA, 12 credit hours

The Culinary Institute of America
AOS, Culinary Arts

William & Mary
BA, Economics

Demetrius Williams Demetrius Williams Greater Atlanta Area Details
Demetrius Williams's Transamerica Financial Advisors, Inc. Experience January 2013 - Present
Job Health Insurance Specialist at Centers for Medicare & Medicaid Services
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services  May 2015 - Present
Transamerica Financial Advisors, Inc.   January 2013 - Present
U.S. Department of Labor   April 2013 - May 2015
Federal Home Loan Bank of Atlanta  January 2008 - September 2012
Federal Home Loan Bank of Atlanta  January 2001 - 2008

Skills
Management, Banking, Financial Analysis, Finance, Risk Management, Analysis, Credit, Process Improvement, Customer Service, Credit Analysis, Loans, Access, Program Management, Financial Services, Portfolio Management, Financial Risk, Underwriting, Commercial Lending, Investments, Budgets, Financial Modeling, Commercial Banking, Business Analysis, Treasury Management, SDLC, Auditing, Software Documentation, Corporate Finance, Mortgage Lending, FINANCIAL ANALYSIS ...

Education
Strayer University (VA)
BBA, Finance

Central Texas College
AGS, General Studies

Defense Mapping School
Certificate, Printing

Mimi Chau Nguyen Mimi Chau Nguyen San Francisco Bay Area Details
Mimi Chau Nguyen's Transamerica Financial Advisors, Inc. Experience December 2006 - Present
Job Financial Services
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2006 - Present
SFSU  February 2006 - June 2009
Bank of America  December 2000 - July 2006

Education
San Francisco State University, College of Business   2004 — 2007

Annette Wise Annette Wise Los Angeles, California Details
Annette Wise's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Administrator at Modi Vivendi Residential Care, Inc.
Industry Program Development
Experience
Transamerica Financial Advisors, Inc.   January 2015 - Present
Modi Vivendi Residential Care, Inc.   March 2002 - Present

Education
DeVry University   1983 — 1986
Bachelor of Science (B.S.), Electronics Engineering Technology

Oakwood College

Adam Levine Adam Levine Westlake Village, California Details
Adam Levine's Transamerica Financial Advisors, Inc. Experience May 2015 - Present
Job Helping you Grow Your Life Business
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2015 - Present
Cavalier Associates  April 2014 - May 2015
Allstate  November 2013 - April 2014
Answer Financial  December 2010 - November 2013
Allied Financial Network   May 2009 - April 2012
eVerstising Online   November 2008 - December 2010
Kingsbridge Marketing Partners   June 2007 - November 2008
Century List Service   2004 - 2007

Skills
Real Estate, FHA, Investment Properties, Leadership, Mortgage Lending, Marketing, Sales Process, Customer Service, Advertising, Lead Generation, Direct Sales, Online Lead Generation, Business Development, Sales, Insurance, Finance, Financial Services, Life Insurance, Investments, Retirement Planning, Financial Planning, Disability Insurance, Fixed Annuities, Strategic Planning

Education
Pierce College   2000 — 2003

Chatsworth High School   1995 — 1999

Shalawn Tucker Shalawn Tucker Richmond, Virginia Area Details
Shalawn Tucker's Transamerica Financial Advisors, Inc. Experience September 2009 - Present
Job Regional Compliance Examiner at Transamerica Financial Advisors ((TFA)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2009 - Present
JPMorgan Chase  August 2007 - July 2009
BISYS Fund Services  September 2000 - March 2006

Skills
Investments, Series 7, Series 24, Series 66, Auditing, Internal Audit, Compliance Testing, Compliance, FINRA, Employee Benefits, Software Documentation, Loans, Uniform Combined State..., Strategic Financial..., Accounting, PeopleSoft, Process Improvement

Education
Ohio University   1992 — 1997
Bachelors Business Administration, Business Administration and Management, General

Shifa (Joshua) Cheng Shifa (Joshua) Cheng Houston, Texas Area Details
Shifa (Joshua) Cheng's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Senior Marketing Director and RR at Transamerica Financial Advisors, Inc.
Industry Real Estate
Experience
Transamerica Financial Advisors, Inc.   March 2013 - Present
Shifa Investment, LLC   March 2007 - Present
American ChemTech Inc.   March 2002 - Present

Skills
Entrepreneurship

Education
The University of Texas at Austin   2002 — 2003

The University of Texas at Austin - Red McCombs School of Business   2002 — 2003
MS, Technology Commercialization

Debbie Lousky Debbie Lousky Greater Los Angeles Area Details
Debbie Lousky's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Today's College Solutions, VP and Coowner
Industry Financial Services
Experience
Today's College Solutions   November 2014 - Present
Transamerica Financial Advisors, Inc.   March 2013 - Present
Bianci Watches   July 2009 - March 2013
Swiss Re  July 2004 - July 2009
Allianz Global Risks US Insurance Company   1985 - 2004
ALLIANZ INSURANCE COMPANY  1985 - 2004
Allianz Global Risks US Ins Co   1985 - 2004

Education
San Diego State University-California State University   1976 — 1980

Gary Preisser Gary Preisser San Francisco Bay Area Details
Gary Preisser's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Virtual Financial Group VFG  October 2013 - Present
Transamerica Financial Advisors, Inc.   January 2012 - Present
Gary Preisser, Inc.   January 2010 - Present
Ireland San Filippo, LLP  November 2007 - January 2010
Fiducia, Inc.   August 2003 - November 2007

Education
Stetson University   1993 — 1998
BS, Mathematics

Joe Storthz Joe Storthz Houston, Texas Area Details
Joe Storthz's Transamerica Financial Advisors, Inc. Experience February 1988 - Present
Job Registered Principal at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 1988 - Present

Skills
Securities, Investments, Asset Management, Series 63, Series 6, Insurance, Spanish fluency, Series 7, Series 24, Securities Arbitration, Dispute Resolution, Financial Plans

Education
Southern Methodist University   1970 — 1973
Bachelor of Arts, Political Science

Lomas High School, Mexico City

Justin Nguyen Justin Nguyen San Francisco Bay Area Details
Justin Nguyen's Transamerica Financial Advisors, Inc. Experience August 2008 - Present
Job World System Builder
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2008 - Present
Enterprise Rent-A-Car  January 2005 - May 2007
Walgreens  May 2003 - August 2003
University of Southern California  June 2002 - May 2003
World Financial Group (WFG)   May 2001 - June 2002

Skills
Team Leadership, Direct Sales, Marketing Strategy, Negotiation, Personal Branding, Competitive Analysis, Franchising, Tax, Website Development, Business Valuation, Market Research, Event Planning, Photography, Entrepreneurship, Statistics, Insurance, Travel Planning, Strategic Financial..., Marketing, Investments, Retirement, Financial Planners, Analysis, Team Building, Sales, Employee Training, Fixed Annuities

Education
University of Southern California - Marshall School of Business   2002 — 2004
Bachelor of Science, Corporate Finance

University of Southern California   2000 — 2002
BS, Biochemistry

Archbishop Mitty   1996 — 2000
High School Diploma

Santa Clara University   1998 — 1998
Young Scholars Program

Kent Dougherty Kent Dougherty Sacramento, California Area Details
Kent Dougherty's Transamerica Financial Advisors, Inc. Experience 1995 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   1995 - Present

Skills
Entrepreneurship, Finance, Financial Advisory, Financial Planning, Financial Services, Investments, Real Estate, Retirement Planning, Strategic Planning, Training, Sales, Investment Properties

Education
Point Loma Nazarene University   1985 — 1989
Bachelor of Business Administration (BBA)

Mingshi Dai Mingshi Dai Greater Boston Area Details
Mingshi Dai's Transamerica Financial Advisors, Inc. Experience November 2006 - Present
Job Senior Marketing Director in Financial Planning/Business Development
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   November 2006 - Present
Millennium Pharmaceuticals  September 1999 - November 2006

Education
Rensselaer Polytechnic Institute   1993 — 1999
Ph.D., Organic Chemistry

Rob Mazzetti Rob Mazzetti Austin, Texas Area Details
Rob Mazzetti's Transamerica Financial Advisors, Inc. Experience January 2012 - December 2014
Job Available for a great opportunity
Industry Financial Services
Experience
For a great opportunity   January 2015 - Present
Transamerica Financial Advisors, Inc.   January 2012 - December 2014
Guaranty Bank  January 2006 - August 2009
Edward Jones  January 2002 - December 2005
International Flight Training Academy  January 1993 - June 2000

Skills
Flight Training, Financial Analysis, Investments, Asset Allocation, Portfolio Management, Management

Education
Santa Clara University   1983 — 1987
Bachelor of Arts (B.A.), History

Cate School   1979 — 1983
High school diploma

Thomas Ketner Thomas Ketner Greater Los Angeles Area Details
Thomas Ketner's Transamerica Financial Advisors, Inc. Experience May 2008 - Present
Job Investment Advisor Representative & Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2008 - Present
Axianta Financial Partners, Inc   May 2005 - Present
Thomas B Ketner Tax Services & Consulting   July 1999 - Present

Skills
Investments, Fixed Annuities, Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Small Business, Financial Services, Entrepreneurship, Life Insurance

Education
Southern Illinois University, Edwardsville   1967 — 1972
Bachelor of Science (BS), Accounting

Tony Pedata Tony Pedata Tampa/St. Petersburg, Florida Area Details
Tony Pedata's Transamerica Financial Advisors, Inc. Experience November 1999 - October 2000
Job Senior Compliance Officer Third Party Oversight at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2014 - Present
Transamerica Asset Management, Inc.   August 2004 - July 2014
Transamerica Fund Services   October 2000 - August 2004
Transamerica Financial Advisors, Inc.   November 1999 - October 2000

Skills
Series 7, Investment Management, Securities, Mutual Funds, Investments, FINRA, Bloomberg, Investment Advisory, Investment Strategies, Securities Regulation, Derivatives, Fund Of Funds, Asset Allocation, ETFs, Financial Services, Risk Management, Trading Systems, Valuation, Fund Administration, Bloomberg Terminal, Operational Risk, Due Diligence, Relationship Management, Insurance, AML, Retirement, Options, Fund Accounting, Financial Risk, KYC

Education
St. Petersburg College
Associate of Arts (A.A.), Business Administration and Management, General

University of South Florida
Bachelor of Science (B.S.), Business Finance

George Chuang, CFA George Chuang, CFA Tampa/St. Petersburg, Florida Area Details
George Chuang, CFA's Transamerica Financial Advisors, Inc. Experience November 2000 - Present
Job Financial Services Professional/Executive
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   November 2000 - Present
Transamerica  1998 - 2000
Bank of America  March 1994 - November 1998

Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Management, Financial Advisory, Finance, Management, Leadership, Retirement Planning, Securities, Series 7, Investment Advisory, Wealth Management, Strategic Financial...

Education
University of Southern California - Marshall School of Business   1989 — 1991
MBA, Finance

University of California, Irvine   1982 — 1987
BS/BA, Biology/Economics

Jon Hoffmann Jon Hoffmann Greater Los Angeles Area Details
Jon Hoffmann's Transamerica Financial Advisors, Inc. Experience 2012 - Present
Job Life Agent at Transamerica Financial Advisors, Inc.
Industry Construction
Experience
Transamerica Financial Advisors, Inc.   2012 - Present
J Hoff Consulting   April 2009 - Present
CircleUp  2015 - 2015
Omnibuild, LLC  March 2008 - March 2009
Power Concepts, LLC  August 2007 - March 2008
CSC  August 2004 - August 2007

Skills
Maritime, Risk Management, Shipping, Navy, Project Planning, Logistics, Operations Management, Analysis, Process Improvement, Security Clearance, Program Management, Supervisory Skills, Contract Negotiation, Training, General Awesomeness, Project Management

Education
United States Merchant Marine Academy   1993 — 1996

Saint Genevieve High School   1989 — 1992

Jenny Oanh T Tran Jenny Oanh T Tran San Francisco Bay Area Details
Jenny Oanh T Tran's Transamerica Financial Advisors, Inc. Experience November 2006 - Present
Job Senior Marketing Director at World Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   November 2006 - Present
Infinity Realty and Mortgages   November 2002 - May 2008

Skills
Team Leadership, Team Building

Education
San Francisco State University   1994 — 2000
BA, Social Work and Asian American

Teresa Rooney Teresa Rooney Tampa/St. Petersburg, Florida Area Details
Teresa Rooney's Transamerica Financial Advisors, Inc. Experience March 1998 - Present
Job Vice President & General Counsel at Transamerica Financial Advisors, Inc.
Industry Law Practice
Experience
Transamerica Financial Advisors, Inc.   March 1998 - Present
Haskell & Perrin  1990 - 1997
Blasingame, Forizs & Smiljanich, P.A.   1987 - 1990

Skills
Litigation Management, Securities Regulation, Litigation, Corporate Governance, Securities, Insurance, Mutual Funds, Corporate Law, Commercial Litigation, Insurance Law, Civil Litigation, Arbitration, Legal Writing, Risk Management, SEC, Mediation, Class Actions, Legal Research, Reinsurance, Privacy Law, ERISA, Financial Services, Investments, Due Diligence, Appeals, Trials, Courts, Product Liability, FINRA, Trial Practice, Licensing, Securities Litigation, Life Insurance, Property & Casualty..., Employment Law

Education
Stetson University College of Law
Juris Doctor (J.D.)

University of South Florida
Bachelor's Degree

KAFFIE DURAN KAFFIE DURAN Tampa/St. Petersburg, Florida Area Details
KAFFIE DURAN's Transamerica Financial Advisors, Inc. Experience March 2014 - Present
Job Business Development Liaison at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2014 - Present
Transamerica Financial Advisors, Inc.   June 2009 - March 2014
Transamerica Financial Advisors, Inc.   July 2006 - June 2009
Raymond James Financial  2000 - 2005

Skills
Insurance, Outlook, Administrative..., Microsoft Word, Access, Lotus Notes, Health Insurance

Education
St. Petersburg College   2007 — 2009
General Associates Degree

St. Petersburg College

Jim Maloney Jim Maloney Greater Los Angeles Area Details
Jim Maloney's Transamerica Financial Advisors, Inc. Experience April 2000 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2000 - Present
Shepherd Machinery (Caterpillar Dealership)   July 1976 - October 2001

Skills
Retirement, Retirement Planning, Financial Advisory, Wealth, Fixed Annuities, 401k, Term Life Insurance, Life Insurance, Insurance, Investments, Variable Annuities, Marketing, Sales, Series 6, Long-term Care, Disability Insurance, Strategic Financial..., Mutual Funds, Estate Planning, Small Business, IRAs, Series 63, Training, Wealth Management, Universal Life, Employee Benefits

Education
Rio Hondo College   1994 — 1996
Business Law, Political Science

Rio Hondo College
Business Administration and Management, General

Qing James Ren Qing James Ren Greater New York City Area Details
Qing James Ren's Transamerica Financial Advisors, Inc. Experience July 2011 - Present
Job Financial Industry
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2011 - Present
Houlihan Lawrence  July 2000 - March 2012

Skills
Marketing Communications, Client Consulting

Education
Shanghai Jiao Tong University   1994 — 1997
Bachelor's degree, Computer Science

Dionne Fajardo Dionne Fajardo Tampa/St. Petersburg, Florida Area Details
Dionne Fajardo's Transamerica Financial Advisors, Inc. Experience October 2006 - April 2010
Job
Industry Financial Services
Experience
Wiand Guerra King P.A.   April 2010 - Present
Transamerica Financial Advisors, Inc.   October 2006 - April 2010
Compliance Consulting to Broker Dealers and Investment Advisory Firms   April 2001 - September 2006
InterSecurities, Inc.   July 1995 - March 2001
William R. Hough & Co.   June 1993 - June 1995
Taiwan Greenpoint   1992 - 1993

Education
Stetson University College of Law   2002 — 2006
JD

World College West   1988 — 1992
BA

Christine Zweber Konvolinka Christine Zweber Konvolinka Indianapolis, Indiana Area Details
Christine Zweber Konvolinka's Transamerica Financial Advisors, Inc. Experience 2009 - Present
Job President of Benefit Solutions US, LLC / Investment Advisor Rep with Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2009 - Present
Benefit Solutions, US LLC   1999 - Present

Education
The Ohio State University Fisher College of Business
BS Business Administration, Marketing

Andres A. Medrano Andres A. Medrano Greater Los Angeles Area Details
Andres A. Medrano's Transamerica Financial Advisors, Inc. Experience July 2006 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2006 - Present
World Financial Group (WFG)   April 2005 - Present

Education
University of Southern California   2002 — 2005
Bachelor of Science (BS), Public Administration

University of California, Los Angeles   2002 — 2002

Ellen Timberlake-Volz Ellen Timberlake-Volz Dallas/Fort Worth Area Details
Ellen Timberlake-Volz's Transamerica Financial Advisors, Inc. Experience August 1993 - Present
Job Certified Financial Planner with Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 1993 - Present

Skills
Insurance, Investments, Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Public Speaking, Long-term Care, Health Insurance, Teaching

Education
Texas Christian University   1977 — 1978
Master of Business Administration (M.B.A.), Marketing & Management

The University of Texas at Arlington   1973 — 1977
Bachelor of Arts (B.A.), Communication

Teri J Bradshaw Teri J Bradshaw Greater Los Angeles Area Details
Teri J Bradshaw's Transamerica Financial Advisors, Inc. Experience April 1996 - October 2009
Job Vice President of Commissions at Independent Investment Firm
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 1996 - October 2009
Wedbush Morgan Securities  May 1986 - February 1996

Skills
Customer Service, FINRA, Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Project Management, Retirement Planning, Securities, Series 24, Series 63, Series 7, Software Documentation, Staff Development, Time Management, Training, Wealth Management

Education
University of California, Irvine
BA, Social Sciences

John Kaighn John Kaighn Greater Philadelphia Area Details
John Kaighn's Transamerica Financial Advisors, Inc. Experience August 1997 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 1997 - Present
Jersey Benefits Advisors   October 1995 - Present
Middle Twp Middle School   September 1977 - June 2010
Campbell Soup Company  June 1970 - September 1972

Skills
Stocks, Bonds, Mutual Funds, Insurance, Annuities, Other Investments

Education
Rowan University   1970 — 1975
BA, MA, Education, Counseling

Highland Regional High School   1968 — 1970
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program

Thomas Archibald Thomas Archibald Greater Los Angeles Area Details
Thomas Archibald's Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job Financial Consultant at Transamerica Financial Advisors, Inc.
Industry Alternative Medicine
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present
Pacific Sleep Medicine  January 2009 - March 2012

Skills
Business Development, Finance, Term Life Insurance, Life Insurance, Mutual Funds, Health Insurance

Education
Riverside Community College   1997 — 2000
Associate's degree

Christopher L. Shekell Christopher L. Shekell Atlanta, Georgia Details
Christopher L. Shekell's Transamerica Financial Advisors, Inc. Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2014 - Present
Innovative Financial Group  September 2008 - June 2014
First Investors Corporation  December 2007 - September 2008

Skills
Retirement Planning, Retirement, Life Insurance, Investments, Strategic Financial...

Education
Springfield College   2004 — 2008
Bachelor's degree, Business Management & Finance

Naomi Nagy Naomi Nagy Greater Los Angeles Area Details
Naomi Nagy's Transamerica Financial Advisors, Inc. Experience June 1998 - November 2005
Job Operations Manager & Chief Compliance Officer at Mason & Associates, Inc.
Industry Financial Services
Experience
Mason and Associates, Inc.   November 2011 - Present
Discipline Advisors, Inc.   December 2005 - May 2011
Transamerica Financial Advisors, Inc.   June 1998 - November 2005
Financial Services Institute  2004 - 2005
Financial Network Investment Corporation  January 1985 - January 1996

Education
University at Albany, SUNY   1972 — 1975
BS, Business Administration/Marketing

Granville High Scool

Iryna Bandaryk Iryna Bandaryk Tampa/St. Petersburg, Florida Area Details
Iryna Bandaryk's Transamerica Financial Advisors, Inc. Experience January 2014 - April 2014
Job ISDA Contract Negotiator at Citi
Industry Law Practice
Experience
Citi  January 2015 - Present
Fisher&Sauls, P.A.   June 2009 - November 2014
Transamerica Financial Advisors, Inc.   January 2014 - April 2014
Copy Control Management   February 2006 - May 2009
Trenam Kemker  2006 - 2009
Prosecutor's Office  September 2002 - May 2003

Skills
NALA Certified..., Corporate Law, Courts, Civil Litigation, Westlaw, Pleadings, Legal Documents, Estate Planning, Analysis, Human Resources, Time Management, Software Documentation, Microsoft Office, Motions, Legal Research, Real Estate Transactions, Paralegals, Commercial Litigation, Legal Writing, Litigation, Legal Assistance

Education
Stetson University College of Law   2011 — 2014
Juris Doctor (J.D.), Corporate, Transactional, International Law

St. Petersburg College   2008 — 2009
Post-Baccalaureate Certificate, Paralegal Studies

Belarussian State University   1999 — 2005
BS in Law, Law

Alexander Petsis Alexander Petsis Newtown, Pennsylvania Details
Alexander Petsis's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Financial Associate at Anthony Petsis & Associates, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2014 - Present
Anthony Petsis & Associates, Inc.   August 2013 - Present
Transamerica Financial Advisors, Inc.   May 2013 - July 2013
Anthony Petsis and Associates   2008 - 2012

Skills
PowerPoint, Microsoft Excel, Retirement Planning, Microsoft Word, Teamwork, Time Management, Microsoft Office, Financial Analysis, Research, Accounting, Data Analysis, Analysis, Investments, Public Speaking, Data Entry, Social Media, Leadership, SAP

Education
Saint Joseph's University   2014 — 2017
Master's Degree, Financial Services

University of Pittsburgh   2009 — 2013
BSBA, Finance

Robert Pracht Robert Pracht Greater Atlanta Area Details
Robert Pracht's Transamerica Financial Advisors, Inc. Experience September 2007 - Present
Job Investment Adviser Rep.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2007 - Present
Money Concepts  January 2011 - September 2012

Skills
Investments, Financial Planning, Retirement Planning, Retirement, Wealth Management, 401k, Mutual Funds, Series 7, Alternative Investments, Strategic Financial..., 401k Rollovers, Insurance, Life Insurance, Fixed Annuities, Investment Advisory

Education
The Ohio State University

Cherie Jones Cherie Jones Orange County, California Area Details
Cherie Jones's Transamerica Financial Advisors, Inc. Experience 2002 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Cherie Jones & Associates   February 2006 - Present
Cherie Jones & Associates   September 2005 - Present
Cherie Jones & Associates   January 2003 - Present
Transamerica Financial Advisors, Inc.   2002 - Present

Skills
Financial Planners, Retirement Planning, 401k Rollovers, Investment Portfolio..., Personal Income Tax..., Personal Tax Planning, Inheritance Tax Planning, Financial Planning

Education
University of California, Irvine
Personal Financial Planning Certificate Program

University of Kansas
Master of Science (M.S.), Chemical Engineering

Jacqueline Bronson Jacqueline Bronson Tampa/St. Petersburg, Florida Area Details
Jacqueline Bronson's Transamerica Financial Advisors, Inc. Experience June 2011 - April 2014
Job Consumer Services Professional
Industry Consumer Services
Experience
Transamerica Financial Advisors, Inc.   June 2011 - April 2014
The Credit Voice   September 2009 - June 2011
Specialized Funding   November 2006 - September 2009
American Collegiate Financial Services  October 2004 - November 2006

Skills
Sales, Customer Service, Management, Customer Retention, Customer Satisfaction, Team Leadership, Team Building, Account Management, Microsoft Office, Microsoft Word, Time Management, Negotiation, Customer Experience, Data Entry, Teamwork, Outlook, Microsoft Excel

Education
Universidad del Sagrado Corazón
AA, Mass Communications

Russell Dickerson Russell Dickerson Spartanburg, South Carolina Details
Russell Dickerson's Transamerica Financial Advisors, Inc. Experience March 2011 - Present
Job Planning & Research at ProVest Wealth Advisors Investment Advisor Rep w/ Transamerica Financial Advisors Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc.   March 2011 - Present

Skills
Portfolio Management, ETFs, Financial Advisory, 401k, Retirement Planning, Alternative Investments, Wealth Management, Retirement Solutions, Financial Analysis, Risk Management, Strategic Financial...

Education
Passed Level I of the CFA Program

University of South Florida, St. Petersburg   2004 — 2007
BS, Finance

Southeastern University   2003 — 2004

St. Johns College High School-Belize City, Belize   2000 — 2003
business

T. Marcel Lewis T. Marcel Lewis Greater New York City Area Details
T. Marcel Lewis's Transamerica Financial Advisors, Inc. Experience January 2000 - June 2006
Job Innovative Insurance Professional & Leader
Industry Financial Services
Experience
The Hartford  March 2008 - Present
Morgan Stanley Wealth Management  June 2006 - February 2008
Transamerica Financial Advisors, Inc.   January 2000 - June 2006

Skills
Underwriting, Life Insurance, General Insurance, Commercial Insurance, Fixed Annuities, Regulatory Compliance, Variable Annuities, Professional Liability, Process Improvement, Team Leadership, Employee Training, Health Insurance, Accident Insurance

Education
St. Petersburg College
English

Hongyi Zhou Hongyi Zhou Greater New York City Area Details
Hongyi Zhou's Transamerica Financial Advisors, Inc. Experience 2011 - 2012
Job Student at City University of New YorkQueens College
Industry Banking
Experience
Transamerica Financial Advisors, Inc.   2011 - 2012

Education
Queens College   2009 — 2013

Khadene Logan Khadene Logan Greater Atlanta Area Details
Khadene Logan's Transamerica Financial Advisors, Inc. Experience December 2012 - June 2013
Job Seeking New Opprotunity
Industry Government Administration
Experience
CACI Inc  March 2014 - Present
Transamerica Financial Advisors, Inc.   December 2012 - June 2013
Gibraltar Private Bank & Trust  March 2006 - July 2011
SunTrust Bank  July 2004 - March 2006

Skills
Time Management, Problem Solving, Filing, Research, Data Entry, Cash Management, Organization, Microsoft Office, Microsoft Excel, Internet, Interpersonal Skill, Communication Skills, Management, Sales, Finance, Teamwork, Financial Analysis, Team Building, Outlook, Customer Service

Education
Southern New Hampshire University   2000 — 2001
Bachelor of Apllied Science, Hotel Administration

Moneague College   1998 — 2000
Associate of Science (A.S.), Tourism and Travel Services Management

Thomas Ketner Thomas Ketner Greater Los Angeles Area Details
Thomas Ketner's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
Investment Advisors International  February 2008 - January 2012

Education
Southern Illinois University, Edwardsville   1967 — 1972
Bachelor of Science (BS), Accounting

jianping lou jianping lou Piscataway, New Jersey Details
jianping lou's Transamerica Financial Advisors, Inc. Experience December 2012 - Present
Job Branch Office Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2012 - Present

Education
Rutgers University   1994 — 1996
Master of Science (MS), Chemistry

Tiffany Sentell Tiffany Sentell Lake Mary, Florida Details
Tiffany Sentell's Transamerica Financial Advisors, Inc. Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
TransAmerica Credit   July 2008 - February 2011
Transamerica Financial Advisors, Inc.   2008 - 2011

Skills
Office Administration, Windows, PowerPoint, Microsoft Office, Front Office, Office Equipment

Education
Seminole Community College   2011 — 2012
Basic Adult Education

James Boudouris James Boudouris Duluth, Georgia Details
James Boudouris's Transamerica Financial Advisors, Inc. Experience
Job Compliance Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.  

Skills
AML, Securities, FINRA, Series 24, Mutual Funds, Investments, Series 7, Finance, Financial Services, Insurance, Financial Planning, Investment Advisory, Management

Education
The University of Texas at Arlington   1984 — 1989
BBA-Securities and Investments , Finance, General

John Signorotti (Advisor) John Signorotti (Advisor) Sacramento, California Details
John Signorotti (Advisor)'s Transamerica Financial Advisors, Inc. Experience January 1994 - Present
Job CERTIFIED FINANCIAL PLANNER at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 1994 - Present
LeTip  1999 - 2015
LeTip  1999 - 2015
New England Securities, Inc.   January 1993 - December 1993
Connecticut Mutual Life  December 1987 - December 1992
Integrated Resources, Inc.   1986 - 1987

Skills
Retirement Income, Wealth Management, Tax Reduction Strategies, Covered CA Insurance..., Pensions, Estate Planning..., Group Insurance, Employee Benefits, Life Insurance Planning, Risk Tolerance..., Investment Portfolio..., Mutual Funds, Stocks, Bonds, Fee-based Accounts, Financial Plans, Retirement Planning, Small Business..., Pension Design, Investments, Financial Advisory, Financial Planning

Education
The American College   1991 — 2003
CFP, ChFC, CLU, Financial Planning, Employee Benefits, Retirement Planning

University of California, Santa Barbara   1982 — 1986
Bachelor of Arts (BA), Business and Economics

John F. Kennedy, HS   1977 — 1980

Jason Metcalf Jason Metcalf Salt Lake City, Utah Details
Jason Metcalf's Transamerica Financial Advisors, Inc. Experience September 2014 - November 2014
Job Financial advisor in training at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2014 - November 2014
United States Marine Corps  August 2010 - August 2014

Skills
DoD, Leadership, Military, Military Experience, Security Clearance, Training, Telecommunications

Education
Seattle University   2015 — 2018
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration

Salt Lake Community College   2014 — 2015
Bachelor of Science (BS), General Studies

Ballard high school   2006 — 2010

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