VALIC Financial Advisors, Inc.

VALIC Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at VALIC Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

VALIC Financial Advisors, Inc. Salaries. You can even request information on how much does VALIC Financial Advisors, Inc. pay if you want to. Learn about salaries, pros and cons of working for VALIC Financial Advisors, Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

22 VALIC Financial Advisors, Inc. employees in database. Find out everything there's to know about VALIC Financial Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

VALIC Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Ernest White III, MBA Ernest White III, MBA Orlando, Florida Area Details
Ernest White III, MBA's VALIC Financial Advisors, Inc. Experience December 2013 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
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

Greg Dennis Greg Dennis Dunbar, West Virginia Details
Greg Dennis's VALIC Financial Advisors, Inc. Experience October 2003 - February 2013
Job Financial Advisor with 15+ years of experience
Industry Financial Services
Experience
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

Brandon G. Sanders Brandon G. Sanders Greater Chicago Area Details
Brandon G. Sanders's VALIC Financial Advisors, Inc. Experience September 2010 - January 2012
Job Executive Director at The Rally Point Program, NFP
Industry Program Development
Experience
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

Diane Kane Diane Kane Greater Atlanta Area Details
Diane Kane's VALIC Financial Advisors, Inc. Experience July 2014 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
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

Brent Williams Brent Williams Raleigh-Durham, North Carolina Area Details
Brent Williams's VALIC Financial Advisors, Inc. Experience June 2010 - September 2011
Job Regional Account Executive at RegEd
Industry Financial Services
Experience
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.

Roland Raleigh Martin, CFP®, AWMA® Roland Raleigh Martin, CFP®, AWMA® Norfolk, Virginia Area Details
Roland Raleigh Martin, CFP®, AWMA®'s VALIC Financial Advisors, Inc. Experience June 1999 - July 2014
Job Integrated financial planning services to create and protect wealth and secure lifetime income.
Industry Financial Services
Experience
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

Greg Daniel, CFA, CFP® Greg Daniel, CFA, CFP® Greater Atlanta Area Details
Greg Daniel, CFA, CFP®'s VALIC Financial Advisors, Inc. Experience May 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Charles Coreth Charles Coreth Richmond, Virginia Area Details
Charles Coreth's VALIC Financial Advisors, Inc. Experience 2008 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Investment Management
Experience
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

Dawn Marie Evans, CFS Dawn Marie Evans, CFS Tampa/St. Petersburg, Florida Area Details
Dawn Marie Evans, CFS's VALIC Financial Advisors, Inc. Experience January 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Steve Honeyfield Steve Honeyfield Greater San Diego Area Details
Steve Honeyfield's VALIC Financial Advisors, Inc. Experience December 2007 - Present
Job Senior Compliance Analyst VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
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

Lynn Hegan Lynn Hegan Norfolk, Virginia Area Details
Lynn Hegan's VALIC Financial Advisors, Inc. Experience August 2009 - Present
Job Sales Assistant, Valic Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC Financial Advisors, Inc.   August 2009 - Present
Chrysler Home Mortgage   January 2006 - September 2008

Education
Bay Path College   1978 — 1980
AS, Business

Matt Weinert Matt Weinert Beaverton, Oregon Details
Matt Weinert's VALIC Financial Advisors, Inc. Experience August 2013 - Present
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Management Consulting
Experience
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

Rob Fleishman Rob Fleishman Orange County, California Area Details
Rob Fleishman's VALIC Financial Advisors, Inc. Experience January 2014 - Present
Job Senior District Manager at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
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

Krien VerBerkmoes Krien VerBerkmoes Houston, Texas Area Details
Krien VerBerkmoes's VALIC Financial Advisors, Inc. Experience 2000 - Present
Job VP at VFA
Industry Financial Services
Experience
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

Holland McEachern Holland McEachern Gladstone, Michigan Details
Holland McEachern's VALIC Financial Advisors, Inc. Experience August 1995 - Present
Job Financial Advisor, Valic Financial Advisors, Inc.
Industry Financial Services
Experience
Valic Financial Advisors, Inc.   August 1995 - Present
Sysco Grand Rapids   September 1984 - May 1995

Education
Northern Michigan University   1972 — 1975
BS, Geography

Doris Obregon Doris Obregon Miami/Fort Lauderdale Area Details
Doris Obregon's VALIC Financial Advisors, Inc. Experience August 2000 - October 2013
Job Financial Advisor/Marketing Director
Industry Financial Services
Experience
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

Roy Box Roy Box Killeen/Temple, Texas Area Details
Roy Box's VALIC Financial Advisors, Inc. Experience October 2003 - Present
Job Senior Financial Plannner at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
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

Kevin Konkal Kevin Konkal Dallas/Fort Worth Area Details
Kevin Konkal's VALIC Financial Advisors, Inc. Experience January 2001 - Present
Job Wealth Advisor / Financial Planning at VALIC Financial Advisors, Inc.
Industry Investment Management
Experience
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

Jeffrey Endicott Jeffrey Endicott Rosenberg, Texas Details
Jeffrey Endicott's VALIC Financial Advisors, Inc. Experience September 2005 - Present
Job Compliance Analyst at VALIC Financial Advisors, Inc.
Industry Insurance
Experience
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