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
Daniel Charlesworth Daniel Charlesworth Rochester, Minnesota Details
Daniel Charlesworth's Transamerica Financial Advisors, Inc. Experience May 2012 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2012 - Present
Mayo Clinic  May 2011 - August 2011
Citon Computer Corp  August 2009 - April 2011
City of Rochester  May 2008 - August 2008

Skills
Team Leadership, Social Networking, Financial Analysis, Twitter, Financial Planning, Computer Literate, Microsoft Office, Teamwork, Team Management, Organizing, Time Management, Internet, Spreadsheets, Word, PowerPoint, Facebook, Creative Writing, Entrepreneurship, Financial Advisory

Education
University of Minnesota-Duluth   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Lourdes High School   2003 — 2007

Claire Kung Claire Kung Sunnyvale, California Details
Claire Kung's Transamerica Financial Advisors, Inc. Experience June 2015 - Present
Job Business Development Intern at Transamerica Financial Advisors
Industry
Experience
Foundations Choreography Leadership   June 2015 - Present
Transamerica Financial Advisors, Inc.   June 2015 - Present
Association of Chinese Americans at UCLA   June 2014 - Present
Transamerica Financial Advisors, Inc.   August 2013 - September 2013
73rd Graduation Ceremony Committee of HSNU   March 2013 - June 2013
HSNU Student Council   September 2009 - June 2012

Skills
Adobe Design Programs, Chinese, Microsoft Word, PowerPoint, Microsoft Excel, Chinese-English..., Creative Design, Social Media

Education
University of California, Los Angeles   2013 — 2017
Bachelor of Science (B.S.), Statistics

Affiliated Senior High School of National Taiwan Normal University   2010 — 2013
High School Diploma

Antonio Shelton Antonio Shelton Eagle Mountain, Utah Details
Antonio Shelton's Transamerica Financial Advisors, Inc. Experience October 2010 - March 2013
Job Accountant
Industry Construction
Experience
Westland Construction, Inc.   June 2015 - Present
IM Flash Technologies  April 2013 - October 2014
Transamerica Financial Advisors, Inc.   October 2010 - March 2013
United States Air Force  May 2006 - May 2012

Skills
Leadership, Military, Strategic Financial..., Security Clearance, DoD, Team Building, Risk Management, Investments, Military Experience, Process Improvement, Team Leadership, Retirement Planning, Customer Service, Training, Finance, Financial Analysis, Analysis, Program Management, Strategic Planning, Microsoft Office, Electrical..., Microsoft Excel

Education
University of Phoenix   2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.32

Heath R. Boeke Heath R. Boeke Iowa City, Iowa Area Details
Heath R. Boeke's Transamerica Financial Advisors, Inc. Experience December 2014 - Present
Job Managing supervisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2014 - Present
MassMutual Financial Group  May 2009 - March 2013

Skills
Disability Insurance, Fixed Annuities, Great Leader, Self Management, Business Development, Long-term Customer..., Finance, 401k, Strategic Financial..., Retirement Planning, Management, Insurance, Estate Planning, Retirement, Series 63, Series 6, Life Insurance, Wealth Management, Mutual Funds, Long Term Care Insurance, Financial Advisory, Investments, Financial Planners, Asset Allocation, Investment Advisory, Financial Planning

Education
University of Iowa   2004 — 2007
BA, Health & Sport Studies, Entrepreneurial Managment

Ryan Nielsen Ryan Nielsen Cedar Rapids, Iowa Area Details
Ryan Nielsen's Transamerica Financial Advisors, Inc. Experience September 2014 - Present
Job OSJ Branch Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   September 2014 - Present
Berthel Fisher & Company Financial Services, Inc.   September 2013 - September 2014
Merritt Research Service LLC  January 2013 - July 2013
Two Rivers Bank & Trust Company  August 2011 - September 2012
MassMutual Financial Group  June 2009 - August 2011
AEGON Americas  January 2009 - May 2009

Education
University of Iowa   2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Matthew Hunter, CIMA® Matthew Hunter, CIMA® Tampa/St. Petersburg, Florida Area Details
Matthew Hunter, CIMA®'s Transamerica Financial Advisors, Inc. Experience December 2013 - Present
Job Director, Investment Research
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  December 2013 - Present
MassMutual Financial Group  June 2012 - December 2013
MassMutual Financial Group  October 2008 - June 2012
MassMutual Financial Group  September 2006 - October 2008

Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments, Series 7, Zephyr Style Advisor, Securities, Series 6, Bloomberg Terminal, Credit Analysis, Equity Research, Certified Investment..., Portfolio Risk, Investment Strategies, Alternative Investments, Equities, Due Diligence, Morningstar Direct

Education
Western New England College   2001 — 2005
BSBA, Finance

Heriot-Watt University   2004 — 2004

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

Jeremiah Feltz Jeremiah Feltz Webster City, Iowa Details
Jeremiah Feltz's Transamerica Financial Advisors, Inc. Experience 2012 - Present
Job Director of Career Development, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2012 - Present

Skills
Succession Planning, Insurance, 401k, Human Resources, Mentoring, Coaching, Training, Leadership Development, Employee Benefits, Recruiting, Fixed Annuities, Team Building, Leadership, IRAs, Retirement Planning, Retirement, Small Business, Strategic Planning, Long Term Care Insurance, Variable Annuities, Disability Insurance

Education
University of Northern Iowa   2004 — 2008
Bachelor's Degree

Tim Rial Tim Rial Carroll, Iowa Details
Tim Rial's Transamerica Financial Advisors, Inc. Experience February 1993 - Present
Job Registered Rep at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 1993 - Present

Skills
Series 7, Series 63, Series 6, CLU, Life, Accident, Health...

Education
University of Northern Iowa   1988 — 1992
Bachelor of Arts (BA); Masters of Arts (MA), Mathematics

Kevin Wadle Kevin Wadle Des Moines, Iowa Area Details
Kevin Wadle's Transamerica Financial Advisors, Inc. Experience December 2000 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   December 2000 - Present
Kevin J Wadle, CPA, PC   January 1998 - Present

Education
University of Northern Iowa   1989 — 1994
BA, Accounting

Knoxville High School

Stephen Chao Stephen Chao Greater Philadelphia Area Details
Stephen Chao's Transamerica Financial Advisors, Inc. Experience 2014 - June 2015
Job Actuarial Analyst at Independence Blue Cross
Industry Research
Experience
Independence Blue Cross  July 2015 - Present
Transamerica Financial Advisors, Inc.   2014 - June 2015
University of Central Florida  2014 - 2015
JH & JR Trading Partners   2008 - 2014
Farmers Insurance  2013 - 2013
Prudential Financial  2011 - 2013

Skills
Made over 1 Million..., Investments, Financial Modeling, Financial Analysis, Finance, Management, Insurance, Mutual Funds, Strategic Financial..., Financial Services, Risk Management, Securities, Wealth Management, Portfolio Management, Valuation

Education
University of Pennsylvania
Bachelor's degree, Economics

University of Central Florida
Actuarial Science

The Lawrenceville School, Lawrenceville, NJ
Diploma Awarded, Science, Technology, Engineering, and Mathematics

Michael A. Kelly II Michael A. Kelly II Annapolis, Maryland Details
Michael A. Kelly II's Transamerica Financial Advisors, Inc. Experience January 2015 - April 2015
Job Junior Associate at Kelly Benefits, Financial Advisors, and Risk Management
Industry Investment Management
Experience
Kelly Financial Advisors, LLC   May 2015 - Present
Kelly Benefits, Inc.   May 2015 - Present
Transamerica Financial Advisors, Inc.   January 2015 - April 2015
Principal Financial Group  June 2014 - October 2014
Gamma Iota Sigma  October 2013 - October 2014
Gamma Iota Sigma, Lambda Chapter   April 2012 - April 2014
Kelly Benefits and Financial Advisors   December 2011 - August 2013
Jimmy Cantler's Riverside Inn   May 2008 - August 2013

Skills
Insurance, Management, Customer Service, Leadership, Time Management, Sales, Finance, Public Speaking, Customer Satisfaction, Investments, Accounting, Risk Management, Employee Benefits

Education
University of South Carolina - Darla Moore School of Business   2010 — 2014
Bachelor of Science (BS), Finance (Investments), Risk Management and Insurance, Senior

Archbishop Spalding High School   2006 — 2010
General High School Degree, Business, 3.5 GPA

Sally Draper Sally Draper Duluth, Georgia Details
Sally Draper's Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job Registered Represenative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present
Transamerica Financial Advisors, Inc.   April 2012 - Present

Skills
Helping Families

Education
University of Iowa

Lindsey Walter Lindsey Walter Englewood, Colorado Details
Lindsey Walter's Transamerica Financial Advisors, Inc. Experience 2011 - 2012
Job OperationsSelectOne Cashier at Geneos Wealth Management Inc
Industry Financial Services
Experience
Geneos Wealth Management Inc   July 2015 - Present
Cirbo & Associates Financial Services   May 2015 - July 2015
The 401(k) Doctor   August 2012 - March 2015
Transamerica Financial Advisors, Inc.   2011 - 2012

Education
University of Nevada-Las Vegas   2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government

Grandview High School   2004 — 2006
High School

Cherry Creek High School   2002 — 2004
High School

Catherine Doney Catherine Doney Saint Petersburg, Florida Details
Catherine Doney's Transamerica Financial Advisors, Inc. Experience February 2013 - Present
Job Advertising Review Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2013 - Present
Transamerica Financial Advisors, Inc.   June 2012 - February 2013
Transamerica Retirement Solutions  September 2010 - June 2012
Raymond James Financial Inc.  February 2008 - May 2010
Raymond James Financial Inc.  January 2007 - February 2008
Franklin Templeton Investments  October 2005 - January 2007
Franklin Templeton Investments  June 2004 - October 2005

Skills
Series 7, Series 24, Series 66

Education
University of Florida   2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication

Mercy Noland Mercy Noland Greater Los Angeles Area Details
Mercy Noland's Transamerica Financial Advisors, Inc. Experience January 2004 - Present
Job Founder and C.E.O. at VeriDiva Women's Business Networking Group
Industry Financial Services
Experience
VeriDiva Women's Business Networking Group   October 2010 - Present
Transamerica Financial Advisors, Inc.   January 2004 - Present

Skills
Hold Series 6, 63, 26,..., Bi-lingual - English..., Trained facilitator for..., Retirement, Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Series 63, Asset Management, Wealth Management, Securities, Finance, Life Insurance, Organic Synthesis, Variable Annuities, Disability Insurance, Financial Planning, Customer Service, Marketing, Team Building, Leadership, Strategic Planning, Small Business, Sales, Public Speaking, Insurance, Entrepreneurship, Management, Marketing Strategy

Education
University of Santo Tomas
Bachelor of Business Administration (B.B.A.), Humanitas

Lee Gottlieb Lee Gottlieb Linwood, New Jersey Details
Lee Gottlieb's Transamerica Financial Advisors, Inc. Experience Associate General CounselTropicana Casino and Resort1981 - 1988
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   Associate General CounselTropicana Casino and Resort1981 - 1988

Skills
Estate Planning, Litigation, Arbitration, Financial Analysis, Fixed Annuities, Insurance, Investments, Small Business, Strategic Financial..., Disability Insurance

Education
Delaware Law School   1975 — 1978
J.D., Law

University of Pittsburgh   1970 — 1974
B.S., Psychology, Fine Arts

Carlos W Garcia Jr. Carlos W Garcia Jr. Greater Boston Area Details
Carlos W Garcia Jr.'s Transamerica Financial Advisors, Inc. Experience January 2008 - March 2011
Job Account Executive at Paychex
Industry Financial Services
Experience
Paychex  October 2014 - Present
Goji  December 2012 - March 2014
Cox Communications  November 2009 - November 2012
Transamerica Financial Advisors, Inc.   January 2008 - March 2011

Skills
Business-to-Business..., Relationship Sales, Outside Sales, Sales, Business Administration, Payroll Administration, Payroll Services, Payroll Analysis, Financial Services, Insurance, Life Insurance, Investments, Portfolio Management, Retirement Planning, Series 6, Series 63, Finance, Strategic Financial..., Financial Analysis, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Equity Indexed Annuities, Variable Annuities, Securities, Risk Management, Banking, Estate Planning, Financial Modeling, Asset Management, Client Service Oriented, Telephone Skills, Financial Markets, Financial Product Sales

Education
University of Massachusetts Lowell
Bachelor of Science in Business Administration (B.S.B.A.), Finance

Greg Webb Greg Webb Lexington, Kentucky Area Details
Greg Webb's Transamerica Financial Advisors, Inc. Experience December 2014 - Present
Job Logistics Manager at CTI Foods
Industry Management Consulting
Experience
Transamerica Financial Advisors, Inc.   December 2014 - Present
CTI Foods  April 2014 - February 2015
Nestlé USA  April 2013 - March 2014
Agrana  March 2012 - March 2013
Kerry Group  October 2011 - February 2012
Nestle  June 2009 - October 2011
Nestle  April 2008 - June 2009
Nestle  January 2007 - April 2008
Nestle  July 2005 - January 2007

Skills
ERP, Change Management, Lean Manufacturing, Software Project..., Six Sigma, Development Of Teams, Turnaround, Kronos, TPM, SAP R/3, SAPScript, SAP MDM, SAP, SAP WM, Cost Reduction, Cost Analysis, Coaching, QAD, SPC, Operational Efficiency, OEE, 5S, Food Processing, Business Process..., Food Safety, ISO 22000, Food Manufacturing, SAP BW, Food Industry, HACCP, Operational Excellence, Operations Management, Management Consulting, SAP ERP, Supply Chain, Manufacturing, Materials Management, DMAIC, Management, Training, Leadership, Production Planning, GMP, Root Cause Analysis, Inventory Management, Supply Chain Management, ISO, Kaizen, Quality System, Quality Management

Education
University of Phoenix   2009 — 2011
BS, Business Management

University of Phoenix   2007 — 2009
AA, Business Management

Wade Duncan Wade Duncan Tampa, Florida Details
Wade Duncan's Transamerica Financial Advisors, Inc. Experience August 2012 - August 2013
Job Director at Benchmark International
Industry Investment Banking
Experience
Benchmark International  August 2013 - Present
Transamerica Financial Advisors, Inc.   August 2012 - August 2013

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Research, Social Media, Customer Service, Public Speaking, Facebook, Critical Thinking, Social Networking

Education
University of South Florida   2007 — 2012
Bachelor's degree, Finance, General

Ed Lee Ed Lee Greater Denver Area Details
Ed Lee's Transamerica Financial Advisors, Inc. Experience April 2004 - Present
Job Investment Advisor Representative, Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  April 2004 - Present
Fidelity First Mortgage  April 2005 - April 2008
Compass Financial LLC   April 2003 - April 2005
PHM Financial   March 2002 - April 2003

Skills
Risk Management, Cash Flow, Debt Consolidation, Real Estate Acquisitions, Tax Evasion, Investments, Financial Services, Start-ups, Small Business, Strategic Financial..., Retirement, Mortgage Lending, Retirement Planning, Insurance, Finance, Sales, Variable Annuities, Mutual Funds, Estate Planning, Credit, Due Diligence, Leadership, Fixed Annuities, 401k, Loans, Financial Advisory, Life Insurance, Portfolio Management, Financial Planners, Asset Management, Securities, Investment Advisory

Education
University of Colorado Denver   1998 — 2006
Bachelors, Marketing and Management

Tyler Dawson Tyler Dawson Des Moines, Iowa Area Details
Tyler Dawson's Transamerica Financial Advisors, Inc. Experience April 2001 - Present
Job Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2001 - Present

Skills
Retirement, Finance, Life Insurance, Securities, Investments, 401k, Financial Advisory, FINRA, Insurance, Roth IRA, Investment Advisory

Education
University of Iowa - Henry B. Tippie College of Business   1999 — 2001
Bachelor of Business Administration, Business

Jaspreet Sethi Jaspreet Sethi Granada Hills, California Details
Jaspreet Sethi's Transamerica Financial Advisors, Inc. Experience January 2010 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2010 - Present
World Financial Group (WFG)   January 2010 - Present
Pic N Go   June 2008 - September 2010
University of California Riverside Extension  January 2008 - June 2008
Halloween Club   July 2006 - November 2006
Cypress Engraving   August 2005 - June 2006

Skills
Financial Services, Strategic Financial..., Investments, Mutual Funds, Annuities, Marketing, Training, Leadership Development, Fixed Annuities, Recruiting, Public Speaking, Life Insurance, Securities, Retirement, Strategic Planning, Business Strategy, Insurance, Small Business, Finance, Business, Retirement Planning, Employee Benefits, Management, Event Planning, Financial Planners, Start-ups, Sales, Financial Advisory, Entrepreneurship, Customer Service, Business Planning, Mergers & Acquisitions, Financial Analysis, Asset Management, Variable Annuities, Risk Management, Strategy, Leadership, Estate Planning, Wealth Management, Long-term Care, Business Development, Analysis, Financial Modeling

Education
UCLA
Bachelor of Science (BS), Philosophy

Los Alamitos High School   2003 — 2007
High School Diploma

Changmei Luo Changmei Luo Fort Collins, Colorado Details
Changmei Luo's Transamerica Financial Advisors, Inc. Experience September 2008 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc
Industry Consumer Goods
Experience
Transamerica Financial Advisors, Inc  September 2008 - Present
Water Pik, Inc.   1999 - Present

Skills
Budgets, Process Improvement, Investments, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., Business Analysis, Microsoft Excel, Management, Insurance, Financial Planning, Sales, Life Insurance, Financial Reporting, Term Life Insurance

Education
Colorado State University   1993 — 1998
BS, Accounting

Likey Gaboutou Likey Gaboutou Dayton, Ohio Details
Likey Gaboutou's Transamerica Financial Advisors, Inc. Experience March 2013 - September 2013
Job Finance Graduate of the University of Dayton
Industry Financial Services
Experience
University of Dayton Housing and Residence Life  August 2012 - Present
Transamerica Financial Advisors, Inc.   March 2013 - September 2013
UD Residence life   September 2011 - May 2012
University of Dayton Business Research Group  September 2011 - December 2011
University of Dayton Dining Services  February 2011 - May 2011
University of Dayton Marian Library   November 2010 - May 2011

Skills
Leadership, Customer Experience, Translation, Teamwork, Social Networking, French to English, English to French, Life Insurance, Facebook, Sales, Microsoft Word, Customer Service, Higher Education, Data Analysis

Education
University of Dayton   2010 — 2014
Bachelor of Science, Finance and International Business, 3.46

College Chaminade   2002 — 2007
Level A, Mathematics and Natural Sciences

Reggie Fontenot Reggie Fontenot Greater Denver Area Details
Reggie Fontenot's Transamerica Financial Advisors, Inc. Experience November 2010 - December 2014
Job Financial Advisor at Mountain Financial, LLC
Industry Financial Services
Experience
Mountain Financial, LLC   January 2015 - Present
Transamerica Financial Advisors, Inc.   November 2010 - December 2014
Mango Mortgage Corporation   January 2009 - March 2012
Blackstone Financial Group Corporation   January 2007 - December 2009
Saddlebrook Financial Group, LLC   January 2001 - December 2006

Skills
Wealth Management, 401k, Mortgage Lending, IRAs, 401k Rollovers, Strategic Planning, Fixed Annuities, Mutual Funds, Pension Plans, IRA's, Retirement, Investments, Financial Advisory, Finance, Securities, FINRA, Retirement Planning, Financial Planning, Insurance, Life Insurance

Education
University of Louisiana at Lafayette   1988 — 1991
Bachelor's degree, Urban Regional Planning

Kerry Schepers Kerry Schepers Maquoketa, Iowa Details
Kerry Schepers's Transamerica Financial Advisors, Inc. Experience March 2000 - Present
Job Owner, Financial Professional, LUTCF at Maquoketa Financial Group
Industry Financial Services
Experience
Transamerica Financial Advisors Inc.  March 2000 - Present
Maquoketa Financial Group   April 1997 - Present

Skills
Charitable Gift..., Fixed Annuities, Insurance, Disability Insurance, Retirement, Volunteering, Volunteer Recruiting, Zumba, Fitness Training, Qualified Retirement..., College Funding..., Estate Preservation, Retirement...

Education
University of Northern Iowa   1986 — 1990
Journalism, Public Relations / Journalism

Maquoketa High School

Edgardo Mixco Edgardo Mixco San Francisco Bay Area Details
Edgardo Mixco's Transamerica Financial Advisors, Inc. Experience May 2010 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  May 2010 - Present
NetXperts, Inc.   April 2012 - May 2012
IBM Global Services  December 2007 - June 2009
DALY CITY TITANS POP WARNER FOOTBALL ASSOCIATION, INC   January 2001 - 2009
SBC Communications, Inc.   1997 - January 2006
San Francisco Unified School District  January 1987 - January 1997
Pacific Bell, Inc.   1982 - 1997
CHAMPION SPORTING GOODS   January 1992 - January 1996

Skills
Financial Planning, Retirement Planning, Marketing Strategy, Insurance, Customer Relations, Sales Management, Investments, Annuities, Budgeting, z/OS, JCL, TSO, ISPF, Systems Management, Problem Analysis, Software Installation, Software Configuration..., Software Implementation, Microsoft Office 2007, Strategic Financial..., Fixed Annuities, Business Analysis, Budgets, Management, Unix, Microsoft Office, Customer Service, Project Management, SDLC, Enterprise Software

Education
University of California at Berkeley - Walter A. Haas School of Business   1979 — 1981
BS, Business Administration, Finance

College of San Mateo   1976 — 1979

Darin Dwyer Darin Dwyer Greater Denver Area Details
Darin Dwyer's Transamerica Financial Advisors, Inc. Experience April 2011 - Present
Job Mortgage Banker at First Choice Bank
Industry Financial Services
Experience
First Choice Loan Services  January 2012 - Present
Transamerica Financial Advisors, Inc.   April 2011 - Present
DSD Creative Solutions,LLC   July 2009 - Present
VIP Lending Solutions, LLC   January 2000 - July 2009

Skills
Mortgage Lending, Investments, Refinance, Loan Origination, Strategic Financial..., Loans, Residential Mortgages, Mortgage Banking, Retirement Planning, Credit, Fixed Annuities, Retirement, Banking, Financial Analysis, Wealth Management, Mutual Funds, FHA

Education
University of Northern Iowa   1991 — 1996
BA, Finance

Stefan Harpe Stefan Harpe Louisville, Kentucky Area Details
Stefan Harpe's Transamerica Financial Advisors, Inc. Experience 2011 - October 2014
Job Health insurance/Coordination of Benefits
Industry Financial Services
Experience
The Rawlings Group  December 2011 - Present
Transamerica Financial Advisors, Inc.   2011 - October 2014

Skills
Customer Service, Fixed Annuities, IRAs, Insurance, Investments, Microsoft Excel, Retirement, Retirement Planning

Education
University of Louisville   2005 — 2009
B.S., Business Administration, Finance

DeSales High School

Simone Cohen Simone Cohen Hendersonville, Tennessee Details
Simone Cohen's Transamerica Financial Advisors, Inc. Experience April 2014 - Present
Job Life Insurance and Financial Advising
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2014 - Present

Skills
Event Management, Microsoft Office, Event Planning, Customer Service, Public Speaking, Sports Management, Microsoft Excel, Insurance, Life Insurance, Investments, Whole Life, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Health Insurance, Finance, Sales, Property

Education
University of Central Florida   2003 — 2010
Bach of Science, Forensics, Behavioral Forensics, Chemistry

Colleen Finney Colleen Finney Saint Petersburg, Florida Details
Colleen Finney's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Advertising Review Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2015 - Present
Various  May 2014 - February 2015
Government Accountability Project  February 2014 - May 2014
The Humane Society of the United States  May 2012 - August 2012
Alliance for Animals   May 2011 - October 2011
Transamerica Financial Advisors, Inc.   June 2007 - September 2007

Skills
Legal Research, Microsoft Office, Legal Writing, Westlaw, Community Outreach, Research, Public Policy, Policy Analysis, Filing, Legislative Research, Microsoft Excel, Microsoft Word, Time Management, Nonprofits, Animal Welfare, Legislative Affairs, Federal Law, Data Entry, PowerPoint, Data Analysis, Appeals, Editing, Public Speaking, Legislative Relations, State Laws, Animal Law, Typing

Education
University of Wisconsin Law School   2010 — 2013
Doctor of Law (JD)

University of California, Santa Cruz   2005 — 2009
Bachelor of Arts (B.A.), Philosophy

Matthew Taheri Matthew Taheri Austin, Texas Area Details
Matthew Taheri's Transamerica Financial Advisors, Inc. Experience July 1994 - January 2000
Job Manager of Wealth Management and Program Manager
Industry Financial Services
Experience
University Federal Credit Union  July 2015 - Present
CUSO Financial Services, LP at University Federal Credit Union   July 2015 - Present
Wells Fargo  February 2006 - July 2015
First Command Financial Services  January 2000 - February 2006
Transamerica Financial Advisors, Inc.   July 1994 - January 2000

Skills
Investments, Credit, Wealth Management, Finance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Banking, Leadership, Series 7, Mortgage Banking, High Net Worth..., Financial Planning, Portfolio Management, Insurance, Private Banking, Cross Selling, Loans, Management, Small Business Lending, Teaching, Coaching, Strategic Partnerships, Financial Analysis, Cross-functional Team..., Team Building, Business Strategy, New Business Development, Customer Service, Entrepreneurship, Higher Education

Education
University of Central Oklahoma
Master of Science (M.S.), Mathematics

University of Central Oklahoma
Bachelor’s Degree, Mathematics

Tiffany TK Kim Tiffany TK Kim Greater Los Angeles Area Details
Tiffany TK Kim's Transamerica Financial Advisors, Inc. Experience May 2013 - October 2013
Job Accountant at ONE/x
Industry Accounting
Experience
ONE/x  August 2015 - Present
Wholesale Clothing Factory   September 2014 - July 2015
Fashion by Wholesale   October 2013 - July 2015
Transamerica Financial Advisors, Inc.   May 2013 - October 2013
Kollaboration  March 2013 - August 2013
Brigg, Kims & Martinez, LLC.   June 2009 - May 2013
Elite Cooperative   November 2012 - February 2013

Skills
Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Facebook, Outlook, Public Relations, Microsoft Office, Marketing Strategy, Strategic Planning, Time Management, Public Speaking, Customer Service, Research, Event Planning, Teamwork, PowerPoint, Marketing, Photoshop, Event Management, Social Networking, QuickBooks

Education
University of California, Riverside   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

David Kang David Kang Los Angeles, California Details
David Kang's Transamerica Financial Advisors, Inc. Experience October 2007 - April 2008
Job Senior Manager, Transaction Advisory Services at EY
Industry Management Consulting
Experience
EY  January 2015 - Present
KPMG Advisory  June 2011 - December 2014
KPMG  September 2008 - June 2011
Transamerica Financial Advisors, Inc.   October 2007 - April 2008

Skills
Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis, Auditing, Finance, US GAAP, Internal Controls, Accounting

Education
University of California, Los Angeles   2004 — 2008
B.A., Business Economics

Hector Bustamante Hector Bustamante Greater Chicago Area Details
Hector Bustamante's Transamerica Financial Advisors, Inc. Experience August 2006 - March 2015
Job Help customers with their IT needs
Industry Information Technology and Services
Experience
Ferrum Technology Services, LLC   May 2015 - Present
Bustamante Pediatrics   January 2013 - Present
Life Quotes, Inc.   April 2014 - May 2015
Transamerica Financial Advisors, Inc.   August 2006 - March 2015
Life Quotes, Inc.   September 2013 - March 2014
Life Quotes, Inc.   February 2013 - August 2013
Downey Tax Advisory   May 2005 - August 2006
Counrtywide/Full Spectrum Lending   October 2003 - April 2005
WFG World Group Securities  July 1999 - September 2003
Prudential Securities  February 1994 - June 1999

Skills
Certified Information..., IT Solutions, Information Technology, Wireless Networking, Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities, Health Insurance, Financial Planning, IRAs, Retirement, Investments, Strategic Financial..., Leadership, Life Insurance, Mutual Funds, Mortgage Lending, Bonds, Securities, Sales

Education
MicroTrain Technologies   2013 — 2014
IT Technician, Information Technology

University of Illinois at Urbana-Champaign   1988 — 1994
Bachelor's degree, Psychology - Engineering

Hinsdale South HS   1984 — 1988
High School, General Studies

Chad Pruitt Chad Pruitt Lexington, Kentucky Area Details
Chad Pruitt's Transamerica Financial Advisors, Inc. Experience January 2009 - Present
Job Independent Financial Services Professional (Investments & Insurance)
Industry Financial Services
Experience
Lockheed Martin  April 2013 - Present
Transamerica Financial Advisors, Inc.   January 2009 - Present

Skills
Retirement Planning, Mutual Funds, Financial Advisory, Retirement, Investments, Finance, Insurance, Strategic Planning, Financial Planning, Financial Analysis, Customer Service, Microsoft Excel, Trend Analysis, SAP, Lean Six Sigma, Root Cause Analysis

Education
University of Kentucky   2009 — 2010
MBA, Management, Finance

Jared Sosa Jared Sosa Greater Denver Area Details
Jared Sosa's Transamerica Financial Advisors, Inc. Experience May 2004 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2004 - Present
Compass Financial   January 2002 - November 2004

Skills
Strategy, Leadership, Investments, Retirement Planning, CRM, Management, Training, Finance, Portfolio Management, Insurance, Program Management, Selling, Loans, Public Speaking, 401k, Financial Services, Strategic Planning, Variable Annuities, Retirement, Mortgage Lending, Strategic Financial..., Fixed Annuities, Accounting, Financial Advisory, Customer Service, Life Insurance

Education
University of Colorado Denver   1997 — 2001
Bachelors, Finance and International Business

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

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

Education
Lincoln Land Community College   1974 — 1975

Illinois Valley College   1972 — 1974

Erika Stanley Erika Stanley Tampa/St. Petersburg, Florida Area Details
Erika Stanley's Transamerica Financial Advisors, Inc. Experience September 2009 - June 2011
Job Interactive Account Manager at CEA Marketing Group
Industry Marketing and Advertising
Experience
CEA Marketing Group  November 2014 - Present
Lab3 Marketing  September 2012 - November 2014
Network America  April 2013 - October 2014
Women's Running Magazine and the Women's Half Marathon Series   June 2011 - September 2012
Transamerica Financial Advisors, Inc.   September 2009 - June 2011
Arizona Academy of Science   January 2007 - July 2009
OE Source   June 2005 - January 2007

Skills
Social Media Marketing, Social Media, Email Marketing, Social Networking, Marketing, Marketing Communications, Marketing Strategy, Event Management, Online Advertising, Copywriting, Event Planning, Facebook, Editing, Advertising, Project Management, Small Business, Adobe Creative Suite, Illustrator, Direct Mail, WordPress, Strategy, Photoshop, SEO, InDesign, Digital Marketing, Online Marketing, Blogging, Press Releases, Direct Marketing, Management, Twitter, Public Speaking, Writing, Google Analytics, Google Adwords, Newsletters, Web Design, Content Marketing

Education
University of South Florida   1999 — 2003
History

Mayer Trenh Mayer Trenh Greater Detroit Area Details
Mayer Trenh's Transamerica Financial Advisors, Inc. Experience June 2013 - August 2013
Job Underwriter II at United Shore
Industry Higher Education
Experience
United Shore  August 2015 - Present
University of Michigan Mathematics Department   January 2015 - April 2015
University of Michigan  2010 - 2015
Transamerica Financial Advisors, Inc.   June 2013 - August 2013
AJ Nails & Spa   June 2009 - August 2013

Education
University of Michigan   2010 — 2015
Bachelor of Science (B.S.), Actuarial Science

Kenneth Chiu Kenneth Chiu San Francisco Bay Area Details
Kenneth Chiu's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Investment Advisor and Branch Office Supervisor at Transamerica Financial Advisors, Inc.
Industry Insurance
Experience
Transamerica Financial Advisors, Inc.   March 2013 - Present
Transamerica Investment Advisor   May 2012 - Present
Bank of America  November 2010 - December 2011
RE/MAX  October 2008 - November 2010
Cathay Bank  July 2006 - July 2008
Wells Fargo Bank  January 2005 - July 2006
Citicorp Investment Services  April 2003 - January 2005
Wells Fargo Investments  March 2002 - April 2003
Merrill Lynch International Private Client Group   January 2000 - October 2001
Citibank, F.S.B.   January 1996 - January 2000

Skills
Investments, Commercial Mortgages, Strategic Financial..., Credit, Loans, Wealth Management, Banking, Finance, Real Estate, Portfolio Management, Underwriting, Business Analysis, Accounting, Insurance, Commercial Lending, Credit Analysis

Education
University of Guelph   1980 — 1983
Bachelor Degree, Management and Economics Double Major

Charles F Hirling, Jr. Charles F Hirling, Jr. Greater New Orleans Area Details
Charles F Hirling, Jr.'s Transamerica Financial Advisors, Inc. Experience 1999 - Present
Job Hirling Financial Group LLC, Managing Partner
Industry Financial Services
Experience
Hirling Financial Group   2012 - Present
Transamerica Financial Advisors, Inc.   1999 - Present
Duplantier, Hrapmann, Hogan and Maher, LLP CPAs   October 2013 - Present
Charles F. Hirling, Jr. CPA (APC)   1981 - October 2013
IRS  1973 - 1976

Skills
Certified Public..., Income Tax Strategies, Estate Tax Strategies, Business Buy-Sell..., Key-Man Insurance, Review Wills and Trusts, Company Retirement Plans, SIMPLE IRA Plans, 401(K) Plans, Profit-sharing Plans, Defined Benefit Plans, Comprehensive Financial..., Individualized Equities..., Mutual Funds, Stocks, Bonds, Structured CDs, REITs, Diversification..., Retirement Financial..., Company Plan Rollover, Annuities, Life Insurance, Long-term Care Insurance, Individual Retirement..., Family Financial..., Cash Flow Needs Analysis, College Funding..., Long-term Care Planning, Long-term Care, Defined Benefit, Investments, Profit Sharing, Financial Goals, Financial Advisory, Estate Planning, Fixed Annuities, Long Term Care Insurance, Pensions, Financial Planners, REIT

Education
University of New Orleans   1970 — 1973
Bachelor of Science, Accounting

John McDonogh Senior High School   1963 — 1965

Marcille Crossland, LUTCF, CLTC Marcille Crossland, LUTCF, CLTC Lancaster, Pennsylvania Details
Marcille Crossland, LUTCF, CLTC's Transamerica Financial Advisors, Inc. Experience September 2000 - Present
Job President of Integrated Business Consultants, Inc., Registered Representative at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  September 2000 - Present
Integrated Business Consultants, Inc   October 1990 - Present

Skills
Long Term Care Insurance, Insurance, Investments, Financial Advisory, Long Term Care Planning, Retirement Planning, IRAs, 401k, Disability Insurance, 401k Rollovers, Employee Benefits, Roth IRA, Seminar Planning for..., Securities, FINRA, Fixed Annuities, Long-term Care, Retirement, Investment Advisory, Financial Planners, Life Insurance, Financial Services, Mutual Funds, Estate Planning, 6 & 63 Registrations in...

Education
The American College
Financial and Retirement Planning

Walter Marzinke Walter Marzinke Greater Chicago Area Details
Walter Marzinke's Transamerica Financial Advisors, Inc. Experience July 2004 - January 2013
Job Advisor Representative Admin.
Industry Investment Management
Experience
ProMark Planners, Inc.   January 2013 - Present
ProMark Benefits, Inc   2000 - Present
Transamerica Financial Advisors, Inc.   July 2004 - January 2013
AXA Advisors  August 1993 - June 2004

Skills
Asset Managment, Retirement Planning, Mutual Funds, Series 63, Series 7, Securities, Portfolio Management, IRAs, Separately Managed..., Fixed Annuities, Roth IRA

Education
University of Sioux Falls   1965 — 1968

Hassan Lahlou Hassan Lahlou Orlando, Florida Area Details
Hassan Lahlou's Transamerica Financial Advisors, Inc. Experience August 2015 - 2015
Job Seeking new opportunities in Investment / Finance industry
Industry Financial Services
Experience
Prince Mohammad Bin Fahd Strategic Research   January 2015 - May 2015
Transamerica Financial Advisors, Inc.   August 2015 - 2015
BitJack   March 2014 - October 2014
Foundation 18, Inc.   February 2014 - August 2014
Self-employed  January 2010 - 2014
Fallin' Pine Critter Rescue   January 2013 - May 2013
Diamantaire   July 2012 - August 2012

Skills
FX trading, Finance, Risk Management, C, Mutual Funds, Investments, Technical Analysis, Financial Risk, Microsoft Office, Strategy, Object Oriented..., Teamwork, MetaTrader, Expert Advisor, Entrepreneurship, Fundamental Analysis, Organizational..., Trading, Stock Market, Leadership, Java, Financial Analysis, Portfolio Management, Business Analysis, Customer Service, Management, Project Management

Education
University of Central Florida   2012 — 2014
BSBA, Finance / Computer Science, 3.8 / 4.0

Ashley Anastasoff Ashley Anastasoff Scarborough, Maine Details
Ashley Anastasoff's Transamerica Financial Advisors, Inc. Experience May 2013 - July 2013
Job Intern at Transamerica Financial Advisors, Inc.
Industry
Experience
Transamerica Financial Advisors, Inc.   May 2013 - July 2013
Innova Financial Wealth and Insurance Advisors   January 2007 - June 2010

Education
University of Maine   2011 — 2014
B.S, Business Administration; Finance and Management

AUTONOMOUS UNIVERSITY OF BARCELONA   2012 — 2012

Caroline Emswiler Caroline Emswiler Greater Minneapolis-St. Paul Area Details
Caroline Emswiler's Transamerica Financial Advisors, Inc. Experience 2000 - Present
Job President, Wealth Financial Consultants, Inc.
Industry Financial Services
Experience
Wealth Financial Consultants, Inc.   February 2000 - Present
Transamerica Financial Advisors, Inc.   2000 - Present
Ameriprise Financial  March 1993 - January 2000
Milwaukee Insurance Company   June 1989 - March 1993

Skills
Life Insurance, Retirement Planning, Asset Management, Investment Management, Comprehensive Planning, Disability Insurance, Long-term Care, Equity Compensation

Education
University of Minnesota Duluth   1986 — 1988
Bachelors Degree, Business Administration

University of Wisconsin-Eau Claire   1985 — 1986

Kerry Rider Kerry Rider Greater Los Angeles Area Details
Kerry Rider's Transamerica Financial Advisors, Inc. Experience June 2008 - December 2009
Job President at Assured Compliance Advisors, Inc.
Industry Financial Services
Experience
Assured Compliance Advisors, Inc.   February 1999 - Present
Transamerica Financial Advisors, Inc.   June 2008 - December 2009
Transamerica Securities Sales Corp   June 2008 - December 2009
Transamerica Financial Advisors, Inc.   2006 - 2008
Transamerica Financial Advisors, Inc.   2003 - 2006
Transamerica Financial Resources, Inc.   1996 - 1999
Transamerica Financial Resources, Inc.   1991 - 1996

Skills
Retirement, Management, FINRA, Financial Advisory, Mutual Funds, Portfolio Management, Asset Management, Broker-Dealer, Investments, Series 7, Estate Planning, Securities, Series 63, Investment Advisory, Series 24, Alternative Investments, SEC

Education
University of California, Los Angeles   1987 — 1991
BA, History

Mark Prillaman Mark Prillaman Fort Lauderdale, Florida Details
Mark Prillaman's Transamerica Financial Advisors, Inc. Experience January 2011 - April 2013
Job Senior Marketing Director and Branch Office Manager at Transamerica Financial Advisors
Industry Financial Services
Experience
Eagle Life Insurance Company   May 2013 - November 2014
Transamerica Financial Advisors, Inc.   January 2011 - April 2013
Realty Capital Securities  October 2009 - December 2010
Lincoln Financial Distributors  2005 - 2009
ING  1999 - 2005
London Pacific Life & Annuity   1994 - 1999

Skills
Series 7, Series 63, Annuity, Sales Management, Retirement Planning, Annuities, Securities, Mutual Funds, New Business Development, Insurance, Investments, Coaching, Team Building, Consultative Selling, Financial Planning, Strategic Planning, Wealth Management, Public Speaking, Retirement, Sales, Leadership, Management, Marketing, Fixed Annuities, Annuity Sales, Indexed Annuities, Selling, Strategic Financial...

Education
University of North Carolina at Chapel Hill
BS Business Administration - Kenan Flagler School of Business, Business Administration and Management

Steven L Brown, CLU Steven L Brown, CLU Marion, North Carolina Details
Steven L Brown, CLU's Transamerica Financial Advisors, Inc. Experience 2000 - 2014
Job Registered Representative at S L Brown Financial
Industry Financial Services
Experience
S L Brown Financial   March 1984 - Present
Transamerica Financial Advisors, Inc.   2000 - 2014
Transamerica Financial Advisors, Inc.   2000 - 2014

Skills
Investments, Insurance: Life,...

Education
University of North Carolina at Charlotte   1974 — 1978
BA, Business Administration

Ken Block Ken Block Louisville, Kentucky Area Details
Ken Block's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Branch Mgr at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  January 2012 - Present
Investment Advisors International  2006 - January 2012
Investment Advisors International  2006 - January 2012
World Group Securities  2002 - January 2012
WMA Securities  1995 - 2002
American United Life  1987 - 1995
Block Insurance Agency   1973 - 1990

Skills
401k, Retirement, Investment Advisory, Financial Services, Investments, Mutual Funds, Wealth Management, Team Building, Securities, Fixed Annuities, Customer Service, Financial Advisory, Insurance, Strategic Financial..., Retirement Planning, Financial Planning

Education
University of Louisville   1970 — 1973
Bachelor of Science in Commerce, Marketing

Trinity High School   1965 — 1969

Avery Herriott Avery Herriott Atlanta, Georgia Details
Avery Herriott's Transamerica Financial Advisors, Inc. Experience November 2013 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   November 2013 - Present

Education
University of South Carolina-Columbia   1978 — 1983

Anna Connot Anna Connot Las Vegas, Nevada Area Details
Anna Connot's Transamerica Financial Advisors, Inc. Experience April 2008 - October 2012
Job CoFounder/Managing Partner at 702 Business Convention
Industry Financial Services
Experience
702 Business Convention   June 2015 - Present
APCON CAPITAL GROUP   April 2015 - Present
APCON MARKETING SERVICES powered by PRINT2LIFE   April 2015 - Present
Freedom & Protection Insurance, Ltd.   September 2011 - Present
Transamerica Financial Advisors, Inc.   April 2008 - October 2012
Wells Fargo Bank/Wells Fargo Investments Inc   1998 - 2008

Skills
Investments, Strategic Financial..., Finance, Mortgage Lending, Small Business, Retirement Planning, Financial Services, Strategic Planning, Team Building, Underwriting, Real Estate, Financial Planning, Financial Analysis, Estate Planning, Financial Planners, Coaching, Wealth Management, Fixed Annuities, Negotiation, Business Planning, Health Insurance, Medicare, Group Benefits, Risk Management, Credit Risk, Succession Planning, Buy-sell Agreements, ransom insurance, Travel Insurance, Income Protection, Identity Theft..., Employee Benefits, Marketing, Marketing Strategy, Entrepreneurship, Relationship Management, Leadership, Management, Customer Service, Insurance

Education
University of Phoenix

Margarita Acree Margarita Acree Longmont, Colorado Details
Margarita Acree's Transamerica Financial Advisors, Inc. Experience April 2012 - 2013
Job Insurance and Financial Services
Industry Financial Services
Experience
Farmers Insurance and Financial Services  2015 - Present
Transamerica Financial Advisors, Inc.   April 2012 - 2013
Colonial Life  January 2012 - 2013

Skills
Insurance, Sales, Life Insurance, Leadership, Strategic Planning, Marketing, Team Building, Investments, Retirement Planning, Customer Service, Property and Casualty

Education
University of Phoenix   2009 — 2010
Clinical Psychology

Frank Sucab Frank Sucab Greater Los Angeles Area Details
Frank Sucab's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
Urban Brokerage Inc.   2005 - Present

Education
University of California, Los Angeles   2006 — 2007
Property Management

University of Santo Tomas   1995 — 2000
Doctor of Philosophy (PhD), Business/Commerce, General

Gaone Lloyd Ramatshaba Gaone Lloyd Ramatshaba Kansas City, Missouri Area Details
Gaone Lloyd Ramatshaba's Transamerica Financial Advisors, Inc. Experience June 2014 - August 2014
Job Finance | Marketing | Actuarial Science | Business Development Consultant
Industry Management Consulting
Experience
Lee-Chandler Enterprises   September 2014 - May 2015
Transamerica Financial Advisors, Inc.   June 2014 - August 2014
Point Global SRI  September 2013 - May 2014
Bloomberg Institute  August 2013 - May 2014
University of Central Missouri  August 2011 - May 2014

Skills
Statistics, PowerPoint, Research, Actuarial Science, Calculus, Microsoft Office, Data Analysis, Economics, Microsoft Excel, Marketing Strategy, Access, Public Speaking, Social Media Marketing, Communication, Customer Service, Mathematics, Product Marketing, Visual Basic, Tutoring, Presentations, English, Life Insurance, Advertising, CRM, Social Networking, Social Media, Teamwork, Event Planning, Analysis, Strategic Planning, Marketing, Business Development, Facebook, Team Leadership, Project Management, Consulting

Education
University of Central Missouri   2015 — 2016
Master's Degree, Engineering/Industrial Management

University of Central Missouri   2010 — 2014
Bachelor of Science, Actuarial Science

Christopher Chatwood Christopher Chatwood Carson City, Nevada Details
Christopher Chatwood's Transamerica Financial Advisors, Inc. Experience February 2015 - June 2015
Job Insurance Agent at AAA Northern California, Nevada & Utah
Industry Staffing and Recruiting
Experience
AAA Northern California, Nevada & Utah   June 2015 - Present
Transamerica Financial Advisors, Inc.   February 2015 - June 2015
Labor Finders  March 2014 - March 2015
Nevada Karaoke and Entertainment   January 2013 - February 2015
Wireless Advocates  March 2012 - February 2013
Verizon Wireless  April 2006 - March 2012
Best Buy  August 2003 - March 2006

Skills
Sales Management, Microsoft Word, Microsoft Excel, Software Installation, Customer Service, Strategic Planning, Microsoft Office, Customer Satisfaction, Troubleshooting, Management, Account Management, Retail, Inventory Management, Telecommunications, Team Leadership, Sales Operations, Sales, Leadership, Training, Cold Calling, Interviews, Hiring, Employee Training, Wireless, Direct Sales, Customer Retention, Marketing, Coaching, Recruiting, Sales Process, Time Management, Team Building, Retail Sales, Solution Selling, Human Resources, Merchandising, Social Networking, Negotiation, Leadership Development, Temporary Placement, Public Speaking, Call Centers, Data Entry, Finance, Mentoring, Business Strategy, Business Development, Salesforce.com, PowerPoint, Budgets

Education
University of Phoenix   2008 — 2015
Bachelor's degree, Business Management

Carson High   1998 — 2002
High School Diplomia

Bryan Navarrete Bryan Navarrete Santa Barbara, California Area Details
Bryan Navarrete's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Actor at Central Casting
Industry Food & Beverages
Experience
Tree of Knowledge Educational Services, Inc.   March 2015 - Present
Central Casting  February 2015 - Present
Transamerica Financial Advisors, Inc.   February 2015 - Present
Caruso Affiliated  September 2014 - October 2014
Pizza My Heart  October 2012 - October 2013

Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Research, Performing Arts, Music, Customer Service, Editing, Creative Writing, Event Management, Program Management, Writing

Education
University of California, Santa Barbara   2009 — 2014
Global & International Studies, International/Global Studies

Sheila Edesan Sheila Edesan San Francisco Bay Area Details
Sheila Edesan's Transamerica Financial Advisors, Inc. Experience June 2006 - Present
Job Registered Representative with Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2006 - Present
FibroGen  April 2008 - June 2009

Skills
Molecular Biology, Lifesciences, Validation, Biotechnology, Pharmaceutical Industry, Finance, Fixed Annuities, IRAs, Mutual Funds, Retirement, Roth IRA, Securities, 401k Rollovers, College Savings Plans, FINRA

Education
UC Santa Cruz   2001 — 2005
Bachelor of Science (B.S.), Molecular, Cell, and Developmental Biology

Cameron Taylor Cameron Taylor Los Angeles, California Details
Cameron Taylor's Transamerica Financial Advisors, Inc. Experience October 2010 - Present
Job Helping Clients with Retirement and Insurance Services
Industry Financial Services
Experience
Transamerica Financial Advisors Inc.  October 2010 - Present

Education
California State University-Long Beach   2007 — 2008
Bachelor of Science (BS), Finance

Santa Barbara City College   2002 — 2004
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

David Henning David Henning Tampa/St. Petersburg, Florida Area Details
David Henning's Transamerica Financial Advisors, Inc. Experience October 2013 - Present
Job Helping clients with safe money strategies
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2013 - Present
Lifeplan Financial Solutions   August 2012 - September 2013
Humana  August 2010 - August 2012
MetLife  June 2009 - August 2010
Ameriprise Financial Advisors  January 2008 - May 2009
Gold's Gym  January 2000 - August 2006

Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Charities, Fixed Annuities, Insurance, Life Insurance, Retirement, Long-term Care, Health Insurance, Disability Insurance, Strategic Financial..., Mutual Funds, Series 7, Series 66, Medicare, Securities, Term Life Insurance, 401k, IRAs, Long Term Care Insurance, Wealth Management, Employee Benefits, Financial Services, Asset Allocation, Series 6, Investments, Investment Advisory, Variable Annuities, Personal Finance, Financial Advisory, Whole Life, Universal Life, High Net Worth..., Critical Illness, Licensed Life Insurance..., Final Expense Planning, Medicaid, Managed Care, Finance, Financial Planners, CRM, Series 63, Underwriting, Brokers, Wealth, Mortgage Lending, Asset Management, Financial Planning, Team Building

Education
University of Florida   1988 — 1991
Finance, Marketing, minor in Economics

Admiral Farragut   1984 — 1988

Chad Mangum Chad Mangum Cornelius, North Carolina Details
Chad Mangum's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   October 2014 - Present
Safe Retirement Planners, LLC   August 2006 - Present
Invest Financial  March 2009 - October 2014
Synergy Investment Group  January 2008 - March 2009
W. H. Colson Securities, INC   February 2007 - December 2007
Ferraro Foods  January 2003 - March 2006
US Army  May 1994 - June 1996

Skills
Hiring, Recruiting, Retirement, Fixed Annuities, Financial Advisory, Mutual Funds, Investments, Uniform Combined State..., Retirement Plan..., Separately Managed..., Strategic Financial..., Variable Annuities, 401k, Retirement Planning, Marketing, Estate Planning, Insurance, Series 6, Disability Insurance, Securities, Strategic Planning, Series 63, Investment Advisory, Life Insurance, Long-term Care, Series 65, Wealth Management, Independent Financial..., Securities License, Licensed Life & Health..., Managed Money, 401k Rollovers, Retirement Savings, Savings, Income Protection, Personal Financial..., Roth IRA, IRAs, Financial Services, Investment Strategies, Asset Allocation, FINRA, Employee Benefits, Pensions, Wealth Accumulation, Alternative Investments, College Savings Plans, Long Term Care Insurance, Financial Planners, ETFs

Education
UNCC   1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

North Georgia College and State University   1991 — 1992
General Studies

Camden Military Academy   1988 — 1991

Darin Dutenhoeffer Darin Dutenhoeffer Aurora, Colorado Details
Darin Dutenhoeffer's Transamerica Financial Advisors, Inc. Experience August 2001 - Present
Job Sales Associate
Industry Financial Services
Experience
Self-employed  August 2001 - Present
Transamerica Financial Advisors, Inc.   August 2001 - Present
Remax  August 1996 - August 2001
CENTURY 21®  July 1992 - August 1996

Education
University of Northern Colorado   1988 — 1992
Business/finance

Benjamin Affleck Benjamin Affleck Las Vegas, Nevada Area Details
Benjamin Affleck's Transamerica Financial Advisors, Inc. Experience January 1995 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 1995 - Present

Skills
Japanese Fluent, Sales Management, 401k, 401k Rollovers, Account Management, Asset Management, Asset Managment, Budgets, Business Planning, Coaching, Customer Service, Entrepreneurship, Employee Benefits, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis

Education
University of Nevada-Las Vegas   1997 — 2000
BS, Finance

Las Vegas High School   1988 — 1991
Graduate, General

Knox Jr. High School   1985 — 1987
Graduate, General

Wilkerson Intermediate School   1984 — 1986
Graduate, General

Hailey Elementary   1979 — 1984
Graduate, General

Aaron J. Gonzales Aaron J. Gonzales Greater Los Angeles Area Details
Aaron J. Gonzales's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Senior Account Executive at Transamerica Financial Advisors, Inc. & Social Media Coordinator at Toyota Motor Sales USA
Industry Financial Services
Experience
Lexus c/o Toyota Motor Sales USA   April 2015 - Present
Transamerica Financial Advisors, Inc.   October 2014 - Present
Lexus c/o Toyota Motor Sales USA, Inc.   November 2014 - April 2015
Shipito c/o Eastbiz Corporation   March 2014 - November 2014
Transamerica Financial Advisors, Inc.   April 2014 - October 2014
Shipito c/o Eastbiz Corporation   October 2013 - March 2014
Shipito c/o Eastbiz Corporation   July 2013 - October 2013

Skills
Customer Service, Administrative Work, Financial Services, Office Management, Claims Management, Client Relations Skills, Problem Solving, Multi Tasking, Communication Skills, Microsoft Office, Team-oriented, Claims Resolution, Written & Oral..., Customer Support, Customer Satisfaction, Claims Investigations, Claims Handling, Leadership, Employee Training, Microsoft Word, Social Networking, Administrative Office..., Administrative..., Office Administration, Writing, Proficient Typing Skills, Social Media Marketing, Social Skills, Entrepreneurship, Entrepreneurial Finance, Manage Client..., Presentations, Dance, Hip-Hop Dance, Training, Windows, Microsoft Excel, Consulting, Team Building, Team Leadership, Teamwork, Work Independently with..., Mac OS, Apple OS, Initiator, Committed to..., Committed to Customer..., Learning Quickly, Achieving Results, Wealth Management

Education
University of California, Los Angeles   2009 — 2013
Bachelor of Arts (B.A.), Political Science

Leuzinger High School   2005 — 2009
High School Diploma

Sarah Lansing Sarah Lansing Cleveland/Akron, Ohio Area Details
Sarah Lansing's Transamerica Financial Advisors, Inc. Experience April 2015 - Present
Job Senior Process Analyst at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance  August 2015 - Present
Transamerica Financial Advisors Inc.  April 2015 - Present
Progressive Corporation  October 1997 - Present
Quick Search International   January 1994 - Present
Rapid Track Inc   January 1989 - Present
Pearle Vision  January 1994 - October 1997

Skills
Underwriting, Process Creation, Insurance, Troubleshooting, Inventory Management, ITIL, Vendor Relations, Investigations, Asset, Coaching, Data Analysis, Problem Solving, Administration, Documentation, Analysis, Microsoft Office, Public Speaking, Planning, Excel, Retail, Lotus Notes, Background Checks, Word, Windows, PowerPoint, Supervisory Skills, Outlook, Scheduling, Process Improvement, IT Service Management, Writing, Event Management, Customer Relations, Software Documentation, Visio, Recruiting, Microsoft Excel, Microsoft Word

Education
Chardon High School   1990 — 1993

Lakeland Community College
In Progress, Information Techn

Lakeland Community College
Computer Science

Dennis Mulligan Dennis Mulligan Dallas/Fort Worth Area Details
Dennis Mulligan's Transamerica Financial Advisors, Inc. Experience April 2003 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
SQL Server DBA   October 2008 - Present
Transamerica Financial Advisors, Inc.   April 2003 - Present
Capital One Auto Finance  2010 - 2011
Paranet  November 2007 - October 2008
Daily Boost   2007 - 2008
MBNA America  2001 - 2003
MBNA  1999 - 2003
NewdataStratgies   1994 - 2003
NEWDATA STRATEGIES  1993 - 2003
ORYX Energy  1990 - 1990

Skills
Databases, SQL, Microsoft SQL Server, Analysis, Management, DB2, Database Design, SDLC, CRM, Relational Databases, Agile Methodologies

Education
University of Texas at Dallas - Naveen Jindal School of Management   1978 — 1980

University of Maryland College Park   1965 — 1970
BS, Industrial Education

Zachary Burton Zachary Burton Las Vegas, Nevada Details
Zachary Burton's Transamerica Financial Advisors, Inc. Experience February 2015 - July 2015
Job Financial Consultant at Transamerica Financial Advisors, Inc.
Industry Health, Wellness and Fitness
Experience
Transamerica Financial Advisors, Inc.   February 2015 - July 2015
Reno Alternative Medicine   February 2014 - June 2014
ESL in Home   February 2014 - June 2014
Capriotti's Sandwich Shop, Inc.   August 2011 - March 2012
Lifetime Athletic  July 2011 - August 2011
Las Vegas Athletic Clubs  June 2011 - August 2011
Las Vegas Hilton  June 2008 - August 2010

Skills
Community Outreach, Public Speaking, Meditation, Grant Writing, Fundraising, Black Belt in Tae Kwon..., Reiki Level 1, Lifeguard/CPR, Leadership, Teamwork, Health and Wellness, Nonprofits, Fitness, Yoga, Event Planning, Coaching

Education
WONGU University of Oriental Medicine   2015 — 2019
Master’s Degree, Acupuncture and Oriental Medicine

University of Nevada-Reno   2009 — 2014
Bachelor of Science (B.S.), Community Health Sciences

Phuong Paik Phuong Paik Greater San Diego Area Details
Phuong Paik's Transamerica Financial Advisors, Inc. Experience May 2002 - Present
Job Branch Office Supervisor at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2002 - Present

Skills
Business Development, Licensed Life & Health..., Income Tax Preparation, Recruiting, Sales

Education
University of California, Los Angeles   1989 — 1994
Bachelor of Science, Math/Applied Sciences

Mira Mesa High School

Tara Garvin Clark Tara Garvin Clark Tampa/St. Petersburg, Florida Area Details
Tara Garvin Clark's Transamerica Financial Advisors, Inc. Experience 2005 - Present
Job Managing Partner GFA Financial Group, LLC Investment Advisor Representative for Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2005 - Present

Skills
Retirement Planning, Investments, Mutual Funds, Financial Advisory, Fixed Annuities, 401k, Estate Planning, Wealth, Life Insurance, Securities, Finance, IRAs, Retirement, FINRA, Roth IRA, Long-term Care, Series 63, 401k Rollovers, Series 7, Strategic Financial..., Employee Benefits, Bonds, Stocks, Series 6, Investment Advisory, Variable Annuities, Long Term Care Insurance, Financial Planners, Wealth Management, Disability Insurance, Series 65, Asset Allocation, 529 Plans, Personal Financial..., Retirement Plan..., Investment Strategies, Separately Managed..., ETFs, Uniform Combined State..., Qualified Retirement...

Education
University of Florida
Bachelor of Science (B.S.), Finance, General

Garrick Lynch Garrick Lynch Tampa/St. Petersburg, Florida Area Details
Garrick Lynch's Transamerica Financial Advisors, Inc. Experience December 2002 - Present
Job Vice President at Seminole Accountants, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   December 2002 - Present
Seminole Financial, LLC   April 1997 - Present
Seminole Accountants, Inc.   August 1995 - Present
United States Air Force  October 1991 - August 1995

Skills
Accounting, Financial Reporting, Tax, Tax Preparation, Income Tax, QuickBooks, Financial Analysis, Financial Accounting, Bookkeeping, Microsoft Excel, Internal Controls, Corporate Tax, General Ledger, Tax Returns, GAAP, Account Reconciliation, Accounts Payable, Cash Flow, Accounts Receivable, Business Planning, Banking, Analysis, Business Valuation, Cash Management, Cost Accounting, Estate Tax Planning, Financial Statements, Forecasting, Managerial Finance, Payroll, Small Business, Strategic Financial..., Tax Accounting, Financial Planning, Strategic Planning, Management, Customer Service, Team Building, Leadership, Marketing, Program Management, Microsoft Office, Budgets, Sales, Team Leadership, Series 7, Fixed Annuities, Life Insurance, Long-term Care, Series 63

Education
University of South Florida   1995 — 2000
Accounting and Finance

Matthew Bettenhausen Matthew Bettenhausen Des Moines, Iowa Area Details
Matthew Bettenhausen's Transamerica Financial Advisors, Inc. Experience August 2014 - Present
Job Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   August 2014 - Present
The University of Iowa  August 2010 - May 2014

Skills
Microsoft Excel, Microsoft Office, Public Speaking, Data Analysis, Event Planning, Customer Service, Time Management, Social Media, PowerPoint, Microsoft Word, Statistics, Finance

Education
University of Iowa   2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics

Shuang Wang Shuang Wang Hoboken, New Jersey Details
Shuang Wang's Transamerica Financial Advisors, Inc. Experience September 2013 - Present
Job Intern Investment Sales Representative at Transamerica Financial Advisors, INC
Industry Investment Management
Experience
Transamerica Financial Advisors, INC  September 2013 - Present
Fengrui Capital   June 2012 - August 2012
Mingjia Trading Group LTD   January 2011 - May 2011
Dongtai Real Estate Development LLC   June 2010 - September 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Bloomberg, Economics, Valuation, Public Speaking, Corporate Finance, Social Media, English, Matlab, C++

Education
Stevens Institute of Technology   2012 — 2014
Master of Science, Financial Engineering

Zhejiang Sci-Tech University   2008 — 2012
Bachelor of Science, Civil Engineering

Lawrence Roemer Lawrence Roemer Clearwater, Florida Details
Lawrence Roemer's Transamerica Financial Advisors, Inc. Experience April 2010 - July 2013
Job Agency Manager at Living Benefit Solutions
Industry Financial Services
Experience
Living Benefit Solutions   June 2015 - Present
Transamerica  July 2013 - June 2015
Transamerica Financial Advisors, Inc.   April 2010 - July 2013
Western Reserve Life  April 2006 - April 2010
Donahue Macchia Ray, LLC   June 2002 - February 2005

Education
University of South Florida - College of Business Administration   2006 — 2010
Finance, Finance, Economics, International Business

John Shipman, CFP® John Shipman, CFP® Tampa/St. Petersburg, Florida Area Details
John Shipman, CFP®'s Transamerica Financial Advisors, Inc. Experience March 2009 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  March 2009 - Present
H&R Block Financial Advisors / Ameriprise Financial Services, Inc   March 2004 - March 2009
Raymond James and Associates, Inc   March 1994 - March 2004
Plan Services, Inc   1980 - 1982
US Navy  1970 - 1973

Skills
Fixed and Variable..., Retirement Planning, Retirement Income..., Portfolio Management, Mutual Fund Analysis, Estate Planning, Asset Protection..., Business Succession..., Life Insurance, 401 (k) and Retirement..., Long-Term Care and..., Tax, Insurance, Series 7, Mutual Funds, Retirement, Asset Protection, Series 63, Long-term Care, Management, Succession Planning, Medicare, Fixed Annuities, Financial Planners, Variable Annuities, Investments, Finance, 401k, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Securities, 401k Rollovers, Series 24, Financial Advisory, IRAs, Long Term Care Insurance, FINRA, Risk Management, Mortgage Lending, Small Business, Financial Services, Series 6, Series 65, Disability Insurance, Uniform Combined State..., Strategy, Equities, Term Life Insurance

Education
Florida State University   1974 — 1976
Bachelor's degree, Asian Studies / Chinese Mandarin

Choctawhatchee High School Class of 1969   1966 — 1969

Bob Olah Bob Olah Provo, Utah Area Details
Bob Olah's Transamerica Financial Advisors, Inc. Experience April 2011 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  April 2011 - Present
World Financial Group (WFG)   April 2011 - February 2012

Skills
Accounting, Financial Planning, Money Management, 401k, Asset Management, Business Planning, Credit, Entrepreneurship, Finance, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Life Insurance, Loans, Mortgage Lending, Mutual Funds, Real Estate, Retirement, Retirement Planning, Strategic Financial..., Strategic Planning, Wealth Management

Education
Brigham Young University - Hawaii   1986 — 1990
Bachelors, Accounting

Karla Selene Alarcon Karla Selene Alarcon San Francisco Bay Area Details
Karla Selene Alarcon's Transamerica Financial Advisors, Inc. Experience October 2014 - Present
Job Financial Representative and Licensed Insurance Agent
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  October 2014 - Present
Kysan Electronics Inc   June 2014 - November 2014

Skills
Public Speaking, Networking, Team Leadership, Time Management, Event Planning, Customer Service, PowerPoint, Management, Microsoft Word, Social Media, Negotiation, Teaching

Education
Saint Mary's College of California
Communications Major & Spanish Minor

University of Notre Dame Australia
Communication and Media Studies

Diablo Valley College
Statistics

David Marra, MBA David Marra, MBA Houston, Texas Details
David Marra, MBA's Transamerica Financial Advisors, Inc. Experience September 2013 - May 2014
Job Management Trainee at Cintas
Industry Business Supplies and Equipment
Experience
Cintas  May 2014 - Present
Transamerica Financial Advisors, Inc.   September 2013 - May 2014
MM Marra Construction   May 2007 - August 2013
Alpha Nu Omega Fraternity   January 2012 - December 2012
Capitol Granite Company   June 2007 - August 2012
Alpha Nu Omega Fraternity   January 2011 - December 2011
Churchill Valley Country Club  April 2007 - August 2010
D.M. Landscaping   April 2004 - October 2008

Skills
Microsoft Excel, Teamwork, Financial Analysis, PowerPoint, Access, Time Management, Microsoft Office, Customer Service, Leadership, Market Research, Microsoft Word, Public Speaking, Finance, Data Analysis, Economics, Research, Corporate Finance, Valuation, Financial Reporting, Management

Education
University of Dayton MBA Program   2013 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Dayton   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Economics

Pittsburgh Central Catholic HS   2005 — 2009
High School Diploma

Phyllis Shallman Phyllis Shallman Silver Spring, Maryland Details
Phyllis Shallman's Transamerica Financial Advisors, Inc. Experience January 2013 - Present
Job District Manager for Colonial Life voluntary benefits !
Industry Insurance
Experience
Colonial Life  November 2009 - Present
Transamerica Financial Advisors, Inc.   January 2013 - Present

Skills
Health Insurance, Employee Benefits, Universal Life, Finance, Cafeteria Plans, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Accident, Life Insurance, Brokers, Insurance, Indexed Annuities, Indexed Universal Life..., Medicare Advantage..., Critical Illness, Whole Life, Benefits Administration, Health Savings Accounts, Small Business, Flexible Spending..., Accident Insurance, Vision Insurance, Voluntary Employee..., 401k, Medicare, Retirement, COBRA, Group Insurance, Health Care Reform, IRAs, Leadership

Education
University of Southern California   1970 — 1972
BS, PSYCHOLOGY/ENGLISH

University of Southern California   1968 — 1972
BS, Psychology/English

Overland Avenue Elementary School   1956 — 1958

Kamel Paul Shaheen Kamel Paul Shaheen San Francisco Bay Area Details
Kamel Paul Shaheen's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Investment Advisor Representative (IAR) Transamerica Financial Advisors, Inc. Transamerica Financial Group Division(TFG)
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Public Speaking, C, Editing, Strategic Planning, Negotiation, Java, Short Sales

Education
University of San Diego School of Law
Doctor of Law (J.D.)

CALIFORNIA STATE UNIVERSITY-SAN JOSE

DEL MAR HIGH SCHOOL SAN JOSE, CA

Sacred Heart Elementry, in san jose

Brenda Petru Brenda Petru Greater Salt Lake City Area Details
Brenda Petru's Transamerica Financial Advisors, Inc. Experience January 2012 - November 2012
Job Success, Health, and Wellness Coach
Industry Health, Wellness and Fitness
Experience
Wellness Advocate   October 2009 - Present
Transamerica Financial Advisors, Inc.   January 2012 - November 2012
Managed Wealth Financial  March 2007 - November 2012
City Wide Home Loans   December 2009 - August 2012
Investment Advisors International  July 2009 - January 2012
World Financial Group  March 2008 - July 2009
Envision Lending Group  2009 - 2009

Skills
IRAs, Fixed Annuities, Retirement Planning, 401k, Retirement, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Estate Planning, Wealth Management, Insurance, Retirement Savings, Securities, Holistic Health, Coaching, Selling Skills, Leadership, Training, Entrepreneurship, Finance, Marketing, Sales, Small Business

Education
Professional Workshop at LDS Employment Center   2009 — 2009
Certificate of Completion

University of Phoenix   2007 — 2008
BS, Human Services/ Business Management

Bonneville High School
High School Diploma

Linda Skoglund Linda Skoglund Greater Minneapolis-St. Paul Area Details
Linda Skoglund's Transamerica Financial Advisors, Inc. Experience 1990 - Present
Job President, JACounter
Industry Financial Services
Experience
J.A. Counter & Associates, Inc.   April 2001 - Present
JA Counter  March 1990 - Present
Transamerica Financial Advisors, Inc.   1990 - Present
Inner Circle  2007 - 2009

Skills
Employee Benefits, Insurance, Leadership, Disability Insurance, Management, Health Insurance, Life Insurance, Strategic Planning, Customer Service, 401k, Health Savings Accounts, Group Insurance, Employee Relations, Small Business, Long-term Care, Team Building, Brokers, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Sales Management, Marketing, Analysis, Retirement, Underwriting, Human Resources, Workers Compensation, Coaching, Benefits Administration, Balancing Budgets, Series 7, Training, COBRA, 401k Rollovers, Fiscal Responsibility, Strategic Financial..., Universal Life, Series 6, Group Medical, Financial Planning

Education
University of Minnesota-Twin Cities   1986 — 1990
BA, Business Communication

New Richmond High School

Patrick Reid Patrick Reid Madison, Wisconsin Area Details
Patrick Reid's Transamerica Financial Advisors, Inc. Experience February 2010 - February 2012
Job Business Development Manager at bb7
Industry Consumer Goods
Experience
bb7  January 2015 - Present
Nelson Global Products  March 2012 - Present
Transamerica Financial Advisors, Inc  February 2010 - February 2012
Research Products  November 2008 - January 2012
Research Products Corp   2010 - December 2010
Bjorksten/Bit7   April 2007 - November 2008
Product Development and Managemenrt Association   2006 - 2007
Springs Window Fashions  2001 - 2006
Sterling Brands  1999 - 2001
Kohler Co.  1992 - 1999

Skills
Project Portfolio..., New Product Ideation, New Business Development, Consumer Products, Brand Management, Product Design, Manufacturing, Management, Product Management, Continuous Improvement, Sales Management, Cross-functional Team..., Packaging, Team Building, Product Launch, Product Development, Market Analysis, Product Marketing, Marketing Research, Marketing, Sales, Strategic Planning, Competitive Analysis, Marketing Strategy, Market Research, Forecasting, Project Management, Business Development, Strategy, Leadership, Process Improvement, Account Management, Pricing, Sales Operations, B2B

Education
Eastern Michigan University   1985 — 1989
BA, Communications/Marketing

Eastern Michigan University
Bachelor's degree, Marketing

Mindy Goldstein Mindy Goldstein Greater Denver Area Details
Mindy Goldstein's Transamerica Financial Advisors, Inc. Experience October 2008 - Present
Job Operations Management at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc.   October 2008 - Present
Integrated Taxes   November 2008 - July 2012
TRANSAMERICA FINANCIAL  January 2008 - January 2012
Key Equipment Finance  January 2006 - November 2008
KeyBank  January 2006 - January 2008
Delta Airlines  1996 - 2006

Skills
Forecasting, Process Improvement, Accounts Payable, Finance, Budgets, Account Reconciliation, Auditing, Customer Service, Microsoft Excel, QuickBooks, General Ledger, Financial Statements, Variance Analysis, PeopleSoft, Pricing, Financial Modeling

Education
University of Colorado at Denver   2006 — 2012
Master of Business Administration (MBA), Accounting and Finance

University of Colorado at Denver   1991 — 1996
Bachelor's degree, Chinese Studies

Hong Yin Hong Yin Irvine, California Details
Hong Yin's Transamerica Financial Advisors, Inc. Experience February 2012 - Present
Job CPA, REGISTERED REPRESENTATIVE
Industry Financial Services
Experience
EB5 DIRECT INVESTMENT, LLC   October 2012 - Present
Transamerica Financial Advisors Inc.  February 2012 - Present
China Federal Reserve Bank   June 1994 - December 1996
Agriculture Bank of China  October 1993 - May 1994

Skills
QuickBooks, Accounting Made Easy..., Denticon(Dental)..., A/R collections, Payroll, Payroll Taxes, General Journal, Bank Reconciliation, Financial Statements, Company Set-up, Cost Management, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Strategic Financial..., Mandarin, Financial Planning, Financial Reporting

Education
University of California, Los Angeles   1997 — 1999
Certificate, Accounting, GPA 4.0

Zhongnan University of Economics and Law   1990 — 1994
Bachelor's degree, Economic and Banking

Hong Yin Hong Yin Irvine, California Details
Hong Yin's Transamerica Financial Advisors, Inc. Experience February 2012 - Present
Job CPA, Registered Representative
Industry Financial Services
Experience
EB5 Direct Investments, LLC.   October 2012 - Present
Transamerica Financial Advisors Inc.  February 2012 - Present
People's Bank of China (Federal Reserve Bank), Wuhan   June 1994 - December 1996
Agriculture Bank of China, Hongshan Branch   October 1993 - April 1994

Skills
Passed CPA Exam, Licensed Life & Health..., QuickBooks, AME (Accounting Made..., Denticon(Dental..., General Journal, General Ledger, Bank Reconciliation, Financial Statements, Payroll, Payroll Taxes, A/R collections, Cost Management, Company Set-up, Financial Analysis, Personal Financial..., Microsoft Excel, Microsoft Word, Microsoft Office

Education
UCLA   1997 — 1999
Certficate, Accounting and Finance, GPA 4.0

Zhongnan University of Economics & Law, China   1990 — 1994
BS, Economic & Banking

Louis Yuan Louis Yuan Greater Atlanta Area Details
Louis Yuan's Transamerica Financial Advisors, Inc. Experience March 2010 - Present
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2010 - Present
Earthstation Architecture   August 2007 - August 2009
The Preston Partnership  March 2005 - August 2007
Turner Partner Architecture   January 2001 - March 2005

Skills
Plan Design, Fiduciary..., Strategic Financial..., Investments, Retirement Planning, Retirement, Mutual Funds, Financial Advisory, 401k, Wealth Management, Fixed Annuities, Investment Advisory, Series 7, Financial Analysis, Estate Planning, Tax

Education
University of Houston   1995 — 2000
Bachelor, Architecture

St. John's College, Belize   1990 — 1994
High School

Betty Johnson Betty Johnson Frisco, Texas Details
Betty Johnson's Transamerica Financial Advisors, Inc. Experience July 2003 - Present
Job Transamerica Financial Advisor
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   July 2003 - Present
Controller at Wholesaler Food Industry   January 1999 - November 2006

Skills
Strategic Planning, Financial Analysis, Strategic Financial..., Insurance, Investments, Retirement Planning, Mutual Funds, Budgets, Accounting, New Business Development, Life Insurance, Business Strategy, Fixed Annuities, Finance, Mergers & Acquisitions, Real Estate, Marketing Strategy, Sales Management, Financial Services, Mortgage Lending, Small Business, Account Management, Asset Management, Negotiation, Retirement, Financial Advisory, Risk Management, Management Consulting, Long-term Care, Banking, Wealth, IRAs, Selling, Estate Planning, Portfolio Management, Business Planning, Marketing, Employee Benefits, Securities, Business Development, Wealth Management, 401k, Entrepreneurship, Term Life Insurance, Disability Insurance, Sales, Credit

Education
University of Central Oklahoma   1995 — 1997

Andy Bunch Andy Bunch Tampa/St. Petersburg, Florida Area Details
Andy Bunch's Transamerica Financial Advisors, Inc. Experience December 2013 - Present
Job Advertising Review Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   December 2013 - Present
Transamerica Financial Advisors, Inc.   January 2012 - December 2013
Investment Advisors International  December 2010 - April 2012
FS Financial Network   May 2001 - December 2010
AEGON  January 2007 - January 2009

Skills
Insurance, Financial Analysis, Business Analysis, Fixed Annuities, Risk Management, Leadership, 401k, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Reporting, Valuation, Process Improvement

Education
University of Northern Iowa   1999 — 2003
Marketing, Sales and Advertising

Kejia Albert Wang Kejia Albert Wang Greater New York City Area Details
Kejia Albert Wang's Transamerica Financial Advisors, Inc. Experience June 2012 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc  June 2012 - Present
GLOBALFOUNDRIES  December 2010 - January 2014
SEMATECH  December 2010 - January 2013
IBM  December 2008 - December 2010
Institute of Materials Research and Engineering  June 2002 - June 2004

Education
University of Notre Dame   2004 — 2008
Ph.D, Electrical Engineering

Singapore MIT Alliance   2001 — 2002
M.S., Materials Science

University of Science and Technology Beijing   1997 — 2001
B.E, Material Science and Engineering

Gene Coppa Gene Coppa Greater Los Angeles Area Details
Gene Coppa's Transamerica Financial Advisors, Inc. Experience May 2011 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Legal Services
Experience
Transamerica Financial Advisors, Inc.   May 2011 - Present
World Financial Group (WFG)   May 2011 - Present
Coppa Law Group, Inc.   November 2010 - Present
The Financial Firm, Inc.   February 2007 - Present
Ballard Spahr, LLP  September 2007 - October 2010
Baker & Hostetler LLP  September 2004 - October 2007

Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Marketing, Strategic Planning, Project Management, Estate Planning, Financial Planning, Holistic Financial..., Personal Financial..., Real Estate Development, Real Estate Transactions, Corporate Law, Hospitality Law, Certified Mortgage..., Home Owners Association..., Home Owners Association..., Corporate Governance, Entrepreneurship, Strategic Financial...

Education
University of California, Los Angeles - School of Law   2001 — 2004
Doctor of Law (J.D.), Law

University of California, Los Angeles   1991 — 1995
B.A., Communication Studies

Allan Avena Allan Avena El Segundo, California Details
Allan Avena's Transamerica Financial Advisors, Inc. Experience 1999 - 2006
Job VP, Advisory Practice Strategic Development at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings  June 2012 - Present
NPC  September 2006 - November 2012
Transamerica  1999 - 2006
Transamerica Financial Advisors, Inc.   1999 - 2006

Skills
Investments, Series 7, Mutual Funds, Series 63, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Asset Allocation

Education
University of California, San Diego

Misuk Suh Misuk Suh Greater New York City Area Details
Misuk Suh's Transamerica Financial Advisors, Inc. Experience March 2013 - Present
Job Independent Financial Services Professional
Industry Banking
Experience
Transamerica Financial Advisors, Inc  March 2013 - Present
HSBC BANK  March 2012 - December 2012
HSBC Bank  July 2005 - March 2012
JPMorgan Chase  2003 - July 2005
JPMorgan Chase  2002 - 2003
JPMorgan Chase  March 2000 - 2002
Prudential Financial  1997 - 1999

Skills
Business Development, Business Networking, Investment Banking, Commercial Banking, Commercial Lending, Asset Based Lending, Trade Finance, Cash Management, Banking, Wealth Management, Deposits, Building Relationships, Finance, Business Planning, Financial Risk, Sales, Mortgage Lending, Private Equity, Credit Analysis, Financial Modeling, Risk Management, Corporate Finance, Management, Financial Services, Retail Banking, Due Diligence

Education
Handkuk University of Foreign Studies   2010 — 2010
EMBA, Business, Management, Marketing, and Related Support Services

Queen's College
BA, French Vocational Language

The Mary Louis Academy
High School

Universite d'Aix-en-Provence, FRANCE
Bachelor's degree, French Language

Rona Sakson Rona Sakson Merritt Island, Florida Details
Rona Sakson's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Field Compliance Auditor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present

Skills
Mutual Funds, Insurance, Investments

Education
University of Florida   1978 — 1980
Bachelor of Science (B.S.), Radio and Television Broadcasting Technology/Technician

Bradley Mullen Bradley Mullen Reading, Pennsylvania Area Details
Bradley Mullen's Transamerica Financial Advisors, Inc. Experience October 2005 - February 2010
Job Owner, Heritage Investment Services, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc  October 2005 - February 2010
Mass Mutual Financial Group  July 2004 - November 2005

Education
Alvernia University   2001 — 2004
B.S., BUSINESS ACCOUNTING/FINANCE BUSINESS ADMINISTRATION

Manuel de la Vega Manuel de la Vega Houston, Texas Area Details
Manuel de la Vega's Transamerica Financial Advisors, Inc. Experience January 2008 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2008 - Present

Education
University of Houston   1982 — 1986
Bachelor of Science, Finance

University of St. Thomas (TX)   1987 — 1989
MBA, Finance

Peter Abbate Peter Abbate Orlando, Florida Area Details
Peter Abbate's Transamerica Financial Advisors, Inc. Experience January 2013 - March 2015
Job Investment Advisor Representative at Signature Wealth Advisors, LLC
Industry Financial Services
Experience
Signature Wealth Advisors, LLC   April 2015 - Present
Transamerica Financial Advisors, Inc.   January 2013 - March 2015
Miser Financial Services, LLC.   June 2008 - December 2013

Education
University of Central Florida
BA, MIS, Accounting

Serina Lee Serina Lee Mountain View, California Details
Serina Lee's Transamerica Financial Advisors, Inc. Experience June 2012 - December 2012
Job Database Application Support Specialist at Silicon Valley Community Foundation
Industry Computer Software
Experience
Silicon Valley Community Foundation  February 2013 - April 2013
Transamerica Financial Advisors, Inc.   June 2012 - December 2012
Technology Modeling Associate, Inc.   January 1996 - January 1998
TransAsia Airways   January 1990 - January 1992
DataWorld Inc   January 1989 - January 1990

Skills
Organizational Talent, Grasp New Concepts..., SQL, Crystal Reports, Categorical Data..., Pivot Tables, Flexibility, Open Minded, Quick Thinker, Self-motivated..., Work Independently with..., Unix, Oracle, Databases, Microsoft Excel, Microsoft Word, Mathematics, Microsoft Office, Business Intelligence, Business Analysis, Project Management, PL/SQL, Web Applications

Education
University of California, Santa Cruz   2010 — 2011
Certificate, Database System

Acer Inc.   1990 — 1991
certificate, Informix SQL and Advanced Informix 4GL

National Cheng-Chi University
B.S. degree, Mathematics

Jon Anthony Ortiz Jon Anthony Ortiz Orange County, California Area Details
Jon Anthony Ortiz's Transamerica Financial Advisors, Inc. Experience April 2007 - Present
Job Lending Tree Loans Mortgage Banker
Industry Financial Services
Experience
Lending Tree Loans, Inc.   December 2011 - Present
Transamerica Financial Advisors, Inc.   April 2007 - Present
Beneficial Life Insurance Company  October 2004 - October 2007
Newport Bay Mortgage   October 1998 - October 2004
Prudential Preferred Financial Services  October 1996 - October 1998

Skills
Composer/Musician, Classical Guitar Teacher, Insurance Agent and..., Mortgage Financing...

Education
University of California, San Diego   1989 — 1991
M.A., Music Performance

University of California, San Diego   1984 — 1989
B.A., Music Performance

Barbara Crane Barbara Crane Grand Junction, Colorado Area Details
Barbara Crane's Transamerica Financial Advisors, Inc. Experience January 2012 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   January 2012 - Present
World Financial Group, Inc. (WFG)   January 2008 - Present

Skills
Budgets, Editing, Financial Services, Public Speaking, Collaboration, Retirement Planning, Securities, Retirement Plan...

Education
University of Phoenix   2005 — 2006
MBA, Business Administration

University of Wyoming   1987 — 1991
Bachelors, Psychology

Deron Morris Deron Morris Tampa/St. Petersburg, Florida Area Details
Deron Morris's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Relationship Manager at Transamerica Financial Advisors, Inc.
Industry Writing and Editing
Experience
Transamerica Financial Advisors, Inc.   February 2015 - Present
Transamerica Financial Advisors, Inc.   December 2013 - Present
Transamerica Retirement Solutions  September 2011 - December 2013
Treehouse Puppets & Treasures   January 2010 - September 2011
AEGON  July 2005 - May 2009
AEGON  July 1998 - July 2005

Skills
Writing Skills, Project Management, Customer Service, Advertising, Copywriting, Management, Strategic Planning, Editing, Leadership, Writing, Creative Writing, Public Relations, Social Media Marketing, Marketing, Marketing Communications

Education
University of Florida   1987 — 1995
Bachelors, Communication Processes

FINRA Series 7 License

Orlana Mejia Orlana Mejia San Jose, California Details
Orlana Mejia's Transamerica Financial Advisors, Inc. Experience March 2009 - Present
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2009 - Present
Enterprise Rent-A-Car  January 2007 - January 2009
GRAND MARC APARTMENTS   December 2003 - September 2006

Skills
Series 6, IRAs, 401k, Fixed Annuities, Series 63, Insurance, Investments, Life Insurance, Strategic Financial..., Mutual Funds, Securities, Disability Insurance, Financial Planners, Financial Services, Investment Advisory, Long-term Care, Retirement, Retirement Planning, Financial Planning

Education
University of California, Riverside   2005 — 2007
BA, Sociology

Andrew Hill high school   1996 — 1999
Diploma

McIntee Bill McIntee Bill Waterloo, Iowa Area Details
McIntee Bill's Transamerica Financial Advisors, Inc. Experience 1999 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   1999 - Present
Financial Decisions Group  1999 - Present

Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, 401k, Term Life Insurance, Retirement, Health Insurance, Series 6, Long-term Care, Estate Planning, Sales, IRAs, Strategic Financial...

Education
University of Northern Iowa   1982 — 1986
BA, Communications- Public Relations

Robert Sale Robert Sale United States Details
Robert Sale's Transamerica Financial Advisors, Inc. Experience February 2006 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   February 2006 - Present

Skills
Leadership, Team Building, Management, Securities, Financial Advisory, Investments, Employee Benefits

Education
University of Southern California

University of La Verne

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

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

Education
University of Florida   2004 — 2008
Finance

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

Peggy Lancaster Peggy Lancaster Houston, Texas Area Details
Peggy Lancaster's Transamerica Financial Advisors, Inc. Experience 2011 - 2012
Job Nikken Wellness Consultant at Nikken
Industry Hospitality
Experience
Nikken North America  October 2009 - Present
Williams Trace Baptist Church   January 2001 - Present
Transamerica Financial Advisors, Inc  2011 - 2012
Mary Kay Cosmetics  1978 - August 2011

Skills
Team Building, Makeup Artistry, Marketing, Wellness, Event Planning, Leadership Development, Wellness Coaching, Nutrition

Education
Texas A&M University-Kingsville   1965 — 1969
Texas A & M University @ Kingsville, Elementary Education and Teaching

Jeniffer Aguilar Jeniffer Aguilar Greater Los Angeles Area Details
Jeniffer Aguilar's Transamerica Financial Advisors, Inc. Experience November 2011 - Present
Job Director of Expansion
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   November 2011 - Present
The Coffee Bean & Tea Leaf  September 2010 - January 2012
Walt Disney World  January 2010 - August 2010
H&R Block  December 2008 - July 2009

Skills
Marketing, Customer Service, Teamwork, Restaurants, Team Building, Account Reconciliation, Microsoft Office, Time Management, Spanish, Telephone Skills, PowerPoint, Food & Beverage, Tax

Education
University of Nevada-Las Vegas   2009 — 2013
Bachelor, Hotel Administration

Art Institute of Pittsburgh-Online Division   2008 — 2009
None, Hotel and Restaurant Management

DCT International Hotel & Business Management School   2008 — 2008
None, Hotel Management

Art Institute of California- Los Angeles   2006 — 2007
None, Culinary and Restaurant Management

University of California- Merced   2005 — 2006
None, Computer Science and Engineering

James A Garfield High School   2001 — 2005
Diploma, High School

JENNY AGUILAR JENNY AGUILAR Las Vegas, Nevada Details
JENNY AGUILAR's Transamerica Financial Advisors, Inc. Experience 2011 - Present
Job Talent Aquisition
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2011 - Present
Walt Disney World  January 2010 - August 2010
H&R Block  December 2008 - July 2009

Skills
Telephone Skills, Spanish, Supervisory Skills, Microsoft Office, English

Education
University of Nevada-Las Vegas   2009 — 2013
Bachelor, Hotel Administration, Senior

The Art Institute of Pittsburgh- Online Division   2008 — 2009
Hotel Management

DCT Hotel and Business Management School   2008 — 2008
Hotel Management

The Art Institute of California   2006 — 2007
Restaurant Management

Nate Dickson Nate Dickson Greater Denver Area Details
Nate Dickson's Transamerica Financial Advisors, Inc. Experience June 2010 - Present
Job Financial Professional at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   June 2010 - Present

Skills
Sales, Leadership, Training, Management, Microsoft Excel, Microsoft Office, Microsoft Word, English, Research, PowerPoint, Photoshop

Education
University of Denver - Daniels College of Business   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Eric Dawson Eric Dawson Des Moines, Iowa Area Details
Eric Dawson's Transamerica Financial Advisors, Inc. Experience June 1994 - Present
Job Financial Advisor at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors Inc.  June 1994 - Present

Skills
Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Wealth Management, Investments, Mutual Funds, Insurance, IRAs, Series 7, Financial Advisory, 401k, Securities, Estate Planning, 401k Rollovers, Disability Insurance, Series 63, Investment Advisory, Term Life Insurance, Wealth Accumulation, Financial Planners

Education
Buena Vista University   1996 — 1998
Bachelor of Science (BS), Accounting

Buena Vista University   1996 — 1998
BS Accounting, Accounting

Evan Schechter Evan Schechter Tampa/St. Petersburg, Florida Area Details
Evan Schechter's Transamerica Financial Advisors, Inc. Experience August 2007 - May 2011
Job Investment Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2011 - Present
Transamerica Financial Advisors, Inc.   August 2007 - May 2011
Franklin Templeton Investments  August 2006 - August 2007

Skills
Series 66, Series 7, Global Economy, Asset Management, Asset Allocation, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, English, Research, Windows, HTML, Uniform Combined State...

Education
Universitiy of Central Florida   2002 — 2006
Bachelor of Science (B.S.), Marketing

University of Central Florida   2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing

Ron Hannegan Ron Hannegan Salem, Oregon Details
Ron Hannegan's Transamerica Financial Advisors, Inc. Experience January 2010 - Present
Job Transamerica Financial Advisors Inc, Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors Inc., Transamerica Financial Group Division   January 2010 - Present
Transamerica Financial Advisors, Inc.   January 2010 - Present

Skills
Budgets, Small Business, Investment Properties, Public Speaking, Finacial Security

Education
University of Oregon   1970 — 1974
Accounting

Brendan Patrick, CIMA® Brendan Patrick, CIMA® Tampa/St. Petersburg, Florida Area Details
Brendan Patrick, CIMA®'s Transamerica Financial Advisors, Inc. Experience June 2006 - November 2011
Job Registered Client Relations & Investment Consultant at GFA Financial Group, LLC
Industry Financial Services
Experience
GFA Financial Group, LLC   April 2015 - Present
Transamerica Corporate, Latin America Division   June 2014 - April 2015
Transamerica Asset Management  November 2011 - June 2014
Transamerica Financial Advisors, Inc.   June 2006 - November 2011
Transamerica Financial Advisors, Inc.   February 2005 - June 2006
Transamerica Financial Advisors, Inc.   October 2000 - February 2005

Skills
Series 7, Series 24, Series 66, Certified Invesment..., Asset Managment, Mutual Funds, FINRA, Series 63, Series 65, Securities, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Wealth Management, Retirement, 401k, Investment Strategies, Financial Advisory, Variable Annuities, Investment Management, Alternative Investments, Asset Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Fixed Annuities

Education
University of Central Florida   1997 — 1999
Bachelor's Degree, Criminal Justice

University of Pennsylvania - The Wharton School   2008 — 2008
CIMA®, Investment Management

Doug Drobny Doug Drobny Greater Omaha Area Details
Doug Drobny's Transamerica Financial Advisors, Inc. Experience October 2005 - Present
Job Investment Advisor Representative with TFA at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Drobny Wealth Management LLC   October 2005 - Present
Transamerica Financial Advisors, Inc.   October 2005 - Present

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Fixed Annuities, Series 7, Investment Advisory, IRAs, Estate Planning, Securities, Finance, Financial Planners, Financial Advisory, Financial Planning

Education
University of Nebraska at Omaha   1986 — 1990

University of Nebraska-Lincoln   1985 — 1986

millard south

Joe Rhee Joe Rhee Greater Denver Area Details
Joe Rhee's Transamerica Financial Advisors, Inc. Experience June 2013 - October 2014
Job Regional Annuity Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  November 2014 - Present
Transamerica Financial Advisors, Inc.   June 2013 - October 2014
Transamerica  August 2012 - June 2013
Curian Capital  November 2010 - July 2012
Fidelity Investments  May 2007 - October 2010

Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities

Education
University of Colorado Denver
BA, Economics

Hitesh Panchal, MBA Hitesh Panchal, MBA Raleigh-Durham, North Carolina Area Details
Hitesh Panchal, MBA's Transamerica Financial Advisors, Inc. Experience April 2011 - September 2012
Job Front Office Trade Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  October 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, INC  April 2011 - September 2012
WADDELL AND REED  June 2009 - September 2010
Brown Financial Services   January 2009 - May 2009

Skills
Financial Analysis, Investments, Financial Reporting, Operational Risk, Investment Banking

Education
University of Phoenix   2010 — 2012
Master of Business Administration (MBA), 3.2

California State University-Fresno
Finance, Finance, Accounting, Management, Investment, Marketing, Information Technology

Kent Kysar Kent Kysar Greater Atlanta Area Details
Kent Kysar's Transamerica Financial Advisors, Inc. Experience March 2006 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   March 2006 - Present

Skills
Command, Fixed Annuities, IRAs, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, 401k, Financial Advisory, Series 7, Term Life Insurance, Investments, Estate Planning, Series 6, Wealth Management, Investment Advisory

Education
National Defense University   1996 — 1997
Masters of Art, National Security Strategy

University of Southern California   1983 — 1984
Masters of Art, International Relations

United States Air Force Academy   1972 — 1976
Bachelor of Science, History

ERIC Wfg_EricTai(N79) ERIC Wfg_EricTai(N79) Hacienda Heights, California Details
ERIC Wfg_EricTai(N79)'s Transamerica Financial Advisors, Inc. Experience April 2012 - Present
Job PA III at County of San Bernardino
Industry Government Administration
Experience
Transamerica Financial Advisors, Inc.   April 2012 - Present
County of San Bernardino  January 2002 - Present

Skills
Strategic Financial..., Real Estate Transactions, Income Tax, Investments, Retirement Planning, Small Business, Estate Planning, Financial Analysis, Employee Benefits

Education
UCLA
Computer Science

Milissa Brennan Milissa Brennan Cincinnati Area Details
Milissa Brennan's Transamerica Financial Advisors, Inc. Experience January 2015 - Present
Job Regional Manager at Transamerica Financial Advisors, Inc.
Industry
Experience
Transamerica Financial Advisors, Inc.   January 2015 - Present
PNC Investments  December 2011 - January 2015
Great American Advisors, Inc.   August 2010 - December 2011
Great American Advisors, Inc.   December 2004 - August 2010
Provident Securities and Investment, Co.   June 1993 - October 2004

Education
University of Cincinnati

Joseph Becerra Joseph Becerra Salinas, California Area Details
Joseph Becerra's Transamerica Financial Advisors, Inc. Experience January 2014 - December 2014
Job Business/Education
Industry Higher Education
Experience
Jamba Juice  April 2015 - Present
Washington Middle School  September 2014 - December 2014
Transamerica Financial Advisors, Inc.   January 2014 - December 2014

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking

Education
UCSD   2012 — 2017

Hartnell College   2013 — 2014
AA, Biology/Biological Sciences, General

Don Tonn Don Tonn Greater Denver Area Details
Don Tonn's Transamerica Financial Advisors, Inc. Experience April 2005 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   April 2005 - Present
TeleVideo Systems, Inc.   1983 - 1988

Skills
Fixed Annuities, IRAs, Mutual Funds, 401k, Retirement Planning

Education
University of Illinois at Urbana-Champaign   1956 — 1960
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Allen Nielsen Allen Nielsen Salt Lake City, Utah Details
Allen Nielsen's Transamerica Financial Advisors, Inc. Experience May 2006 - August 2011
Job Loss Mitigation Agent at Select Portfolio Servicing
Industry Real Estate
Experience
Select Portfolio Servicing  March 2011 - Present
Transamerica Financial Advisors, Inc.   May 2006 - August 2011

Skills
Customer Service, Financial Sales, Telephone Skills, Training, Recruiting, Leadership

Education
University of Phoenix-Utah Campus   1990 — 1994
Bachelors of Science, Small Business Administration/Management

Shawntrea Bethea Shawntrea Bethea Atlanta, Georgia Details
Shawntrea Bethea's Transamerica Financial Advisors, Inc. Experience January 2011 - June 2012
Job Associate Regional Director
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   September 2014 - Present
Triad Advisors  June 2012 - September 2014
Transamerica Financial Advisors, Inc.   January 2011 - June 2012
E*TRADE Financial  February 2007 - January 2011
AT&T  November 2005 - February 2007

Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management

Education
University of North Carolina at Charlotte   2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing

Devin Griffith Devin Griffith Orlando, Florida Area Details
Devin Griffith's Transamerica Financial Advisors, Inc. Experience February 2015 - Present
Job Financial Advisor at Transamerica Financial Advisors, Inc.
Industry Primary/Secondary Education
Experience
Transamerica Financial Advisors, Inc.   February 2015 - Present
Operations Manager  August 2014 - December 2014
Vocelli Pizza  January 2010 - March 2011

Skills
Management, Operations Management, Microsoft Word, Microsoft Excel, Team Management, Cash Handling, Cashiering, English, Fundraising

Education
University of Central Florida   2011 — 2016
Bachelor of Science (B.S.), Finance, General, 3.0 GPA

University of Central Florida
Associate in Arts Degree, Junior, Finance

Cypress Bay High School   2007 — 2011
High School Diploma, 3.3 GPA

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