VALIC Financial Advisors, Inc.
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VALIC Financial Advisors, Inc. Employees
VALIC Financial Advisors, Inc. December 2013 - Present
AXA Equitable February 2008 - September 2013
Merrill Lynch April 2006 - January 2008
MERRILL LYNCH2006 - 2008 April 2006 - January 2008
Skills
401k, Account Management, Accounting, Analysis, Asset Allocation, Asset Managment, Banking, Business, Budgets, CRM, Coaching, Customer Service, Defined Contribution, Economics, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Leadership Development, Life Insurance, Management, Mergers, Microsoft Excel, Networking, Nonprofits, Portfolio Management, Personal Finance, Public Speaking, Process Improvement, Retirement Planning, Sales, Risk Management, Small Business, Series 7, Strategic Planning, Team Building, Tax, Wealth Management, Uniform Combined State..., Wealth Management..., Retirement, Strategic Financial...
Education
NOVA SOUTHEASTERN UNIVERSITY 1999 — 2001
Masters, Business Administration
Morehouse College 1986 — 1990
Bachelor of Arts, Business Administration; Accounting
Dennis Wealth Management, LLC February 2013 - Present
Valic Financial Advisors, Inc. October 2003 - February 2013
Nationwide Securities Inc. October 2001 - August 2003
Morgan Stanley December 1999 - October 2001
Professional Basketball August 1992 - December 1999
Skills
Retirement, Fixed Annuities, Series 7, Investments, Securities, Series 63, FINRA, Financial Services, Disability Insurance, Insurance, IRAs, Retirement Planning, Qualified Retirement..., 401k Consulting, 401k Rollovers, 403b plans/Tax Shelter..., 529 College Savings..., Mutual Funds, Estate Planning, Series 24, Finance, 401k, Investment Advisory, Financial Advisory, Series 65, Wealth Management, Asset Allocation, 529 Plans, Wealth, Financial Planners, Long-term Care, Life Insurance, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Term Life Insurance, Wealth Accumulation, College Savings Plans, Investment Strategies
Education
East Tennessee State University 1987 — 1992
Bachelor of Science (BS)
Charleston High School 1984 — 1987
Diploma
Wounded Warrior Project April 2013 - Present
The Rally Point Program, NFP January 2012 - Present
National Association of Insurance and Financial Advisors June 2009 - September 2013
VALIC Financial Advisors, Inc. September 2010 - January 2012
COUNTRY Financial June 2009 - July 2010
The American Legion June 2008 - July 2010
Westside Ministers Coalition 2010 - 2010
NUL/CUL 2005 - 2010
MassMutual Financial Group June 2007 - June 2009
Ameriprise Financial Services, Inc. April 2005 - June 2007
Skills
Recruiting, Insurance, Wealth Management, Grant Writing, Program Development, Community Outreach, Event Planning, Disability Insurance, Risk Management, Retirement, Project Management, Sales, Strategic Planning, Management, Financial Planners, Life Insurance, Investments, Program Management, Nonprofits, Social Networking, Commercial Insurance, Team Building, Account Management, Public Speaking, Financial Risk, Leadership, Retirement Planning, Leadership Development, Long-term Care, Finance, Small Business, Customer Service, Strategic Financial..., Budgets, Fixed Annuities
Education
Governors State University 2013 — 2016
Master of Social Work (MSW), Holistic Treatment and Behavioral Health, 3.8
Governors State University 2011 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies Social Work Addiction Studies, 3.9
Southern Illinois University, Carbondale 1990 — 1993
B&A Human Resources Management
VALIC Financial Advisors, Inc. July 2014 - Present
BPV Capital Management 2012 - 2013
Capital Markets June 2011 - June 2012
Quick Cuisine, LLC August 2005 - June 2011
B. Riley & Co. 2001 - 2004
Sutro & Co. 1996 - 2001
Schroder Wertheim & Co 1991 - 1996
Cowen & Co. 1989 - 1991
Lehman Brothers 1983 - 1989
Skills
Series 7, Alternative Investments, ETFs, Fixed Income, High Yield, Distressed Securities, Consultative Selling, Research, Financial Analysis, New Business Development, Cold Calling, Follow-up, Series 63, Hedge Funds, Cross Selling
Education
Florida Atlantic University 1976 — 1978
BS, Marketing/Finance
Florida State University - College of Business 1973 — 1975
BS, Business
RegEd October 2011 - Present
VALIC Financial Advisors, Inc. June 2010 - September 2011
Morgan Stanley Smith Barney, LLC September 2008 - June 2010
Nortel Networks February 2003 - September 2008
Nortel Networks January 2001 - January 2003
Nortel Networks June 1998 - December 2000
Nortel Networks June 1996 - May 1998
Skills
Financial Modeling, Corporate Finance, Forecasting, Risk Management, Telecommunications, Financial Reporting, Account Management, Strategic Financial..., Financial Services, Financial Analysis, CRM, Analysis, Strategic Planning, Strategy, Portfolio Management, Finance, New Business Development, Enterprise Software, Business Development, VoIP, Leadership, Cross-functional Team..., Solution Selling, Management, Selling, SaaS, Executive Management, Professional Services, Sales, Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
University of Virginia - McIntire School of Commerce
B.S.
Great Circle Wealth Strategies July 2014 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - Present
Securities America Advisors, Inc. July 2014 - Present
VALIC Financial Advisors, Inc. June 1999 - July 2014
Wells Fargo Home Mortgage 1995 - 1999
MassMutual Financial Group 1992 - 1995
Davenport, Dukes & Associates 1991 - 1992
Cenit Bank for Savings 1988 - 1991
Investors Home Mortgage Corp. 1983 - 1988
US Navy June 1979 - July 1983
Skills
Wealth Management, Retirement Income..., Guaranteed Lifetime..., Income Protection, Investment Advisory, Wealth Preservation..., 401k Rollovers, Financial Education, Financial Planning, Retirement Planning, Finance, Retirement, Mutual Funds, Mortgage Lending, Certified Financial..., Personal Financial..., Variable Annuities, Life Insurance, Qualified Retirement..., Equity Indexed Annuities, Sailing, Financial Advisory, Investment Strategies, Estate Planning, IRAs, Retirement Savings, Long Term Care Insurance, Social Security
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor professional designation, Wealth Management
University of North Carolina at Chapel Hill 1975 — 1979
BS Industrial Relations, Economics
The American College
Chartered Financial Consultant education program, Financial Planning and Services
VALIC Financial Advisors, Inc. May 2009 - Present
ING Investment Management October 2005 - October 2008
Bear Stearns (BSAM) July 2003 - September 2005
W.R. Huff Asset Management May 2000 - May 2003
Lucent Technologies August 1994 - April 2000
Ashland August 1989 - August 1992
Skills
Certified Financial..., Chartered Financial..., Personal Financial..., Retirement Planning, Investment Advisory, Estate Planning, Estate Tax Planning, Inheritance Tax Planning, Wealth Management, Personal Tax Planning, Asset Allocation, Mutual Funds, College Savings Plans, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Series 7, Series 66, Licensed to Sell..., High Yield Bonds, Bonds, Fixed Income Analysis, Fixed Income Strategies, Investment Management, Asset Managment, Fixed Income, Equities, Financial Advisory, Asset Management, Portfolio Management, Uniform Combined State...
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance and Accounting
Centre College 1985 — 1989
BS, Mathematics, Economics
VALIC Financial Advisors, Inc. 2008 - Present
Coreth Capital Advisors 2006 - 2008
Health Informatics 2001 - 2006
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities
Education
University of Richmond - Robins School of Business 1974 — 1977
Master's degree, Business Administration
N.C. State University 1969 — 1973
Bachelor's degree, Economics
NAIFA-TAMPA September 2008 - Present
The Financial Planning Association (FPA) 2002 - Present
VALIC Financial Advisors, Inc. January 1999 - Present
Skills
Public Speaking, Teaching, Financial Planning, Insurance, Retirement, Series 7, Securities, Small Business, Financial Advisory, Financial Services, Employee Benefits, Fixed Annuities, Investments, Retirement Planning, Life Insurance, Long-term Care, Estate Planning, Strategic Planning, Financial Analysis, Wealth Management, Accounting, Mutual Funds, Coaching, Brokers, Strategic Financial..., Long Term Care Insurance, Financial Planners, Wealth Accumulation, Investment Advisory, Series 6, Underwriting, Wealth, 401k Rollovers, Roth IRA, Pensions, Health Insurance, Asset Allocation, Medicare, Disability Insurance, Property & Casualty..., College Savings Plans, Leadership, Risk Management, Recruiting, Management, Term Life Insurance, IRAs, 401k, Series 63
Education
The American College 2010 — 2015
Chartered Financial Consultant Program - Currently Enrolled, Insurance and Financial Planning
Institute of Business and Finance 1999 — 2000
Certified Funds Specialist
Bowling Green State University 1973 — 1978
BS, Music Education
VALIC Financial Advisors, Inc. December 2007 - Present
VALIC Financial Advisors, Inc. November 2003 - December 2007
E*TRADE Financial May 2002 - November 2003
E*TRADE Financial July 2000 - May 2002
E*TRADE Financial October 1999 - July 2000
Education
Sonoma State University
VALIC Financial Advisors, Inc. August 2009 - Present
Chrysler Home Mortgage January 2006 - September 2008
Education
Bay Path College 1978 — 1980
AS, Business
VALIC Financial Advisors, Inc. August 2013 - Present
Align Outsource Strategies February 2012 - August 2013
Lexxiom, Inc. July 2010 - March 2011
Lutheran Credit Union of America March 2008 - September 2008
Prime International Trade/Chicago Board of Trade May 2005 - August 2005
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Finance, Budgets, Research, Risk Management, Sales, Strategic Planning, Strategy
Education
Azusa Pacific University 2002 — 2006
Bachelor of Science (BS), Finance
VALIC Financial Advisors, Inc. January 2014 - Present
VALIC Financial Advisors, Inc. September 2005 - January 2014
VALIC Financial Advisors, Inc. December 1998 - September 2005
Skills
Retirement, Mutual Funds, Retirement Planning, Series 63, Series 6, Series 7, Wealth Management, Strategic Financial..., Life Insurance, 401k, Asset Allocation, Fixed Annuities, Insurance
Education
University of Rhode Island 1984 — 1988
VALIC Financial Advisors, Inc. 2000 - Present
AAL Capital Management 1992 - 2000
Skills
FINRA, Securities, Series 7, Series 24, Mutual Funds, Risk Management, Investment Advisory, Series 63, Uniform Combined State..., Securities Regulation, AML, Financial Services, Hedge Funds, Series 65, Alternative Investments, Wealth Management, Fixed Annuities, Retirement, 401k, Equities, Series 6, Asset Management, Investments, SEC, SEC filings
Education
Keller Graduate School of Management of DeVry University
MBA
Michigan State University 1971 — 1975
BS
Valic Financial Advisors, Inc. August 1995 - Present
Sysco Grand Rapids September 1984 - May 1995
Education
Northern Michigan University 1972 — 1975
BS, Geography
MassMutual Miami June 2015 - Present
AIG VALIC October 2013 - January 2015
VALIC Financial Advisors, Inc. August 2000 - October 2013
Skills
Strategic Planning, Retirement Planning, 401k Rollovers, IRAs, Customer Service, 529 Plans, Microsoft Office, Public Speaking, Strategic Financial..., Public Relations, Management, Social Media Marketing, Investment Advisory, Retirement, Leadership, Fixed Annuities, Securities, Marketing Communications, College Savings Plans, Event Planning
Education
Montclair State University 1982 — 1985
BS, Business Administration, Marketing & Management
VALIC Financial Advisors, Inc. October 2003 - Present
Box & Associates, P.C. May 1979 - May 1993
Skills
Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Business Strategy, Change Management, Process Improvement
Education
The University of Texas at Austin 1956 — 1962
BBA and MPA, Accounting
Valic Financial Advisors, Inc. January 2001 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Outlook, Teaching, Public Speaking, Analysis, Budgets, Leadership, Strategic Planning, Insurance, Risk Management
Education
University of Maryland College Park 1997 — 2000
BA, American Studies
DeLaSalle Collegiate High School 1987 — 1991
VALIC Financial Advisors, Inc. September 2005 - Present
VALIC April 1999 - September 2005
Skills
Customer Service, Research, Professional..., Teaching, LOMA--Associate,..., LOMA--Associate,..., LOMA--Associate,...
Education
Ball State University 1983 — 1991
Bachelor of Science (B.S.), History Teacher Education