Walnut Street Securities, Inc.
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1984 Parent organizations: MetLife, Cetera Advisor Networks LLC
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Walnut Street Securities, Inc. Employees
Employee
Years
Job
Industry
Susan Davis, CBAP Susan Davis, CBAP's Walnut Street Securities, Inc. Experience 1994 - 1996
Job Director IT Business Analysis and Quality Assurance Testing at Charter Communications
Industry Financial Services
Experience
Charter Communications March 2013 - Present
Charter Communications August 2011 - Present
Scottrade Financial Services December 2008 - September 2011
Scottrade, Inc. July 2004 - December 2008
Scottrade, Inc. January 2001 - July 2004
Scottrade, Inc. January 1999 - January 2001
Scottrade, Inc. September 1998 - January 1999
J.A. Glynn & Company 1997 - 1998
Securities America 1996 - 1997
Walnut Street Securities, Inc. 1994 - 1996
Skills
Full SDLC, Business Analysis..., Product Requirements..., Software Requirements, Business Requirements, Functional..., Use Case Analysis, Requirements..., Project Facilitation, Process Modeling, Data Mapping, IT Service Management, Case Tools, ITIL, eTOM, Telecommunications, Brokerage Operations, Mutual Funds, IRA, New Accounts, Digital Workflow, Electronic Funding, Series 7, Series 63, Certified Business..., IIBA BABOK, BABOK, Business Analysis, IIBA, Project Management, Business Process, Systems Analysis, Process Improvement, Management, User Acceptance Testing, Disaster Recovery, IT Strategy, IT Management, Testing, Leadership, SDLC, Visio, Vendor Management, Resource Management, Business Process..., PMO, Requirements Gathering, Training, Business Process..., Project Portfolio...
Education
Lindenwood University
MBA, Business, Finance
Lindenwood University
Bachlors of Business Administration, Finance, Accounting
Examination Institute Information Science
ITIL v. 3 Foundation
Institute of Certified Bankers
CISP, Certified IRA Services Professional
International Institute Business Analysis
CBAP, Certified Business Analysis Professional
International Software Testing Qualifications Board
CTFL, Certified Tester Foundation Level
National Association Securities Dealers
Certification, Series 7, Series 63
Charter Communications March 2013 - Present
Charter Communications August 2011 - Present
Scottrade Financial Services December 2008 - September 2011
Scottrade, Inc. July 2004 - December 2008
Scottrade, Inc. January 2001 - July 2004
Scottrade, Inc. January 1999 - January 2001
Scottrade, Inc. September 1998 - January 1999
J.A. Glynn & Company 1997 - 1998
Securities America 1996 - 1997
Walnut Street Securities, Inc. 1994 - 1996
Skills
Full SDLC, Business Analysis..., Product Requirements..., Software Requirements, Business Requirements, Functional..., Use Case Analysis, Requirements..., Project Facilitation, Process Modeling, Data Mapping, IT Service Management, Case Tools, ITIL, eTOM, Telecommunications, Brokerage Operations, Mutual Funds, IRA, New Accounts, Digital Workflow, Electronic Funding, Series 7, Series 63, Certified Business..., IIBA BABOK, BABOK, Business Analysis, IIBA, Project Management, Business Process, Systems Analysis, Process Improvement, Management, User Acceptance Testing, Disaster Recovery, IT Strategy, IT Management, Testing, Leadership, SDLC, Visio, Vendor Management, Resource Management, Business Process..., PMO, Requirements Gathering, Training, Business Process..., Project Portfolio...
Education
Lindenwood University
MBA, Business, Finance
Lindenwood University
Bachlors of Business Administration, Finance, Accounting
Examination Institute Information Science
ITIL v. 3 Foundation
Institute of Certified Bankers
CISP, Certified IRA Services Professional
International Institute Business Analysis
CBAP, Certified Business Analysis Professional
International Software Testing Qualifications Board
CTFL, Certified Tester Foundation Level
National Association Securities Dealers
Certification, Series 7, Series 63
Steve Pilger Steve Pilger's Walnut Street Securities, Inc. Experience 1994 - 1997
Job National Sales Director at Ash Brokerage, specializing in Pension Risk Transfer | Structured Settlements
Industry Financial Services
Experience
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Austin Dean Linden III Austin Dean Linden III's Walnut Street Securities, Inc. Experience August 1996 - August 2013
Job Registered Representative at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc July 1996 - Present
Plancorp, Inc. 1996 - Present
Walnut Street Securities, Inc. August 1996 - August 2013
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Services, Investments, Securities, Investment Management, FINRA, Wealth
Education
Kent State University 1983 — 1988
BA English; BBA Business Mgmt.
Douglas Jones, CLU, ChFC Douglas Jones, CLU, ChFC's Walnut Street Securities, Inc. Experience October 1985 - February 2013
Job President of Jones Associates Financial and Insurance Services, Inc.
Industry Financial Services
Experience
Douglas W. Jones Associates Financial and Insurance Services, Inc. July 1973 - Present
J.W. Cole Financial, Inc. February 2013 - Present
Walnut Street Securities, Inc. October 1985 - February 2013
General American 1980 - 1995
U.S. Army February 1966 - June 1970
Education
The American College 1978 — 1983
Professional designation: Chartered Financial Consultant
The American College 1975 — 1978
Professional designation: Chartered Life Underwriter
California State University-Fullerton 1971 — 1973
Bachelor of Arts, Business Administration, with a Concentration in Finance
Fullerton College 1970 — 1971
Associate of Arts, Business Administration
Sunny Hills High School 1960 — 1964
High School Diploma
Douglas W. Jones Associates Financial and Insurance Services, Inc. July 1973 - Present
J.W. Cole Financial, Inc. February 2013 - Present
Walnut Street Securities, Inc. October 1985 - February 2013
General American 1980 - 1995
U.S. Army February 1966 - June 1970
Education
The American College 1978 — 1983
Professional designation: Chartered Financial Consultant
The American College 1975 — 1978
Professional designation: Chartered Life Underwriter
California State University-Fullerton 1971 — 1973
Bachelor of Arts, Business Administration, with a Concentration in Finance
Fullerton College 1970 — 1971
Associate of Arts, Business Administration
Sunny Hills High School 1960 — 1964
High School Diploma
Lesa Feuillet Haas Lesa Feuillet Haas's Walnut Street Securities, Inc. Experience December 1995 - September 2013
Job Investment Advisor Rep at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities, Inc. December 1995 - September 2013
Michael & Associates January 1995 - January 2001
Education
College for Financial Planning 1996 — 1998
Financial Planning
Hagerstown Community College
Associate of Science (A.S.), Business Administration and Management, General
State of Pennsylvania, Life, Health
State of Maryland, Life, Health
State of West Virginia, Life, Health
Cetera Advisor Networks LLC September 2013 - Present
Walnut Street Securities, Inc. December 1995 - September 2013
Michael & Associates January 1995 - January 2001
Education
College for Financial Planning 1996 — 1998
Financial Planning
Hagerstown Community College
Associate of Science (A.S.), Business Administration and Management, General
State of Pennsylvania, Life, Health
State of Maryland, Life, Health
State of West Virginia, Life, Health
Mike Aves Mike Aves's Walnut Street Securities, Inc. Experience April 1997 - October 2006
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial September 2014 - Present
Senate Victory August 2008 - November 2008
Walnut Street Securities, Inc. April 1997 - October 2006
Education
College for Financial Planning 1992 — 1994
CFP Education Program
Adelphi University 1985 — 1988
BA, Psychology/Art
Voya Financial September 2014 - Present
Senate Victory August 2008 - November 2008
Walnut Street Securities, Inc. April 1997 - October 2006
Education
College for Financial Planning 1992 — 1994
CFP Education Program
Adelphi University 1985 — 1988
BA, Psychology/Art
Joseph M. Jay Dzurilla Joseph M. Jay Dzurilla's Walnut Street Securities, Inc. Experience December 2009 - August 2010
Job Member / Treasurer / President / Past President / Member at Rotary Clube of Strongsville
Industry Public Relations and Communications
Experience
Hanson House May 2010 - Present
Self-Employed, Sports Official for Ohio High School Athletic Asocation l March 2006 - Present
"AVM Support Group" 1995 - Present
Strongsville Emergency Hunger Food Bank June 1988 - Present
Rotary Clube of Strongsville January 1982 - Present
Tenreb Inc. 1973 - Present
Search Americas Group May 2006 - January 2014
YMCA of Greater Cleveland July 1997 - October 2012
Plancorp, Inc. December 2009 - August 2010
Walnut Street Securities, Inc. December 2009 - August 2010
Skills
Mortgage Lending, Coaching, Mentoring, Community Relations, Leadership Development, Team Building, Public Speaking, Refinance, Mortgage, Mortgage Industry, Hiring, Performance Management, Change Management, Teaching, Problem Solving, Team Leadership, Organizational..., Mortgage Banking, First Time Home Buyers, Public Relations, Team Management, Talent Management, Internal Communications, Counseling, Supervisory Skills, Staff Development, Mortgage Planning, Strategic Planning, Residential Mortgages, Event Planning, Loans, Executive Coaching, Non-profits, Psychotherapy, Community Development, Recruiting, Event Management, Fundraising, Community Outreach, Certified Mortgage..., Leadership, Program Management, Social Media, Nonprofits, Newsletters, Grant Writing, Time Management, Training, Budgets, Volunteer Management
Education
John Carroll University 1972 — 1977
Bachelor of Science ( "BS" )_
Cleveland St. Ignatius HS 1972 — 1976
Hanson House May 2010 - Present
Self-Employed, Sports Official for Ohio High School Athletic Asocation l March 2006 - Present
"AVM Support Group" 1995 - Present
Strongsville Emergency Hunger Food Bank June 1988 - Present
Rotary Clube of Strongsville January 1982 - Present
Tenreb Inc. 1973 - Present
Search Americas Group May 2006 - January 2014
YMCA of Greater Cleveland July 1997 - October 2012
Plancorp, Inc. December 2009 - August 2010
Walnut Street Securities, Inc. December 2009 - August 2010
Skills
Mortgage Lending, Coaching, Mentoring, Community Relations, Leadership Development, Team Building, Public Speaking, Refinance, Mortgage, Mortgage Industry, Hiring, Performance Management, Change Management, Teaching, Problem Solving, Team Leadership, Organizational..., Mortgage Banking, First Time Home Buyers, Public Relations, Team Management, Talent Management, Internal Communications, Counseling, Supervisory Skills, Staff Development, Mortgage Planning, Strategic Planning, Residential Mortgages, Event Planning, Loans, Executive Coaching, Non-profits, Psychotherapy, Community Development, Recruiting, Event Management, Fundraising, Community Outreach, Certified Mortgage..., Leadership, Program Management, Social Media, Nonprofits, Newsletters, Grant Writing, Time Management, Training, Budgets, Volunteer Management
Education
John Carroll University 1972 — 1977
Bachelor of Science ( "BS" )_
Cleveland St. Ignatius HS 1972 — 1976
Doug Sarcia Doug Sarcia's Walnut Street Securities, Inc. Experience February 1985 - December 1987
Job Experienced Insurance Distribution & Financial Services Executive
Industry Insurance
Experience
Transamerica Life & Protection Division of Transamerica December 1987 - December 2014
AEGON Direct Marketing Services June 2003 - February 2009
Walnut Street Securities, Inc. February 1985 - December 1987
Hilliard Lyons November 1983 - February 1985
Ernst & Young June 1975 - November 1983
Murray State University August 1974 - May 1975
Skills
Strategy, Strategic Financial..., Insurance, Strategic Planning, Marketing, Business Development, Direct Marketing, Management Consulting, Finance, Business Strategy, Financial Analysis, Financial Services, Corporate Finance, Executive Management, New Business Development, Business Planning, Mergers & Acquisitions, Acquisition Integration, Investments, Integration, Management, International Business, Mergers, Financial Planning, q, Accounting
Education
Southern Illinois University, Carbondale 1973 — 1974
MBA
Southern Illinois University, Carbondale 1969 — 1973
Accounting, Accounting
Transamerica Life & Protection Division of Transamerica December 1987 - December 2014
AEGON Direct Marketing Services June 2003 - February 2009
Walnut Street Securities, Inc. February 1985 - December 1987
Hilliard Lyons November 1983 - February 1985
Ernst & Young June 1975 - November 1983
Murray State University August 1974 - May 1975
Skills
Strategy, Strategic Financial..., Insurance, Strategic Planning, Marketing, Business Development, Direct Marketing, Management Consulting, Finance, Business Strategy, Financial Analysis, Financial Services, Corporate Finance, Executive Management, New Business Development, Business Planning, Mergers & Acquisitions, Acquisition Integration, Investments, Integration, Management, International Business, Mergers, Financial Planning, q, Accounting
Education
Southern Illinois University, Carbondale 1973 — 1974
MBA
Southern Illinois University, Carbondale 1969 — 1973
Accounting, Accounting
Bill Mawby's Walnut Street Securities, Inc. Experience January 2010 - August 2013
Job Registered Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Cetera Advisor Networks LLC September 2013 - Present
Financial Management Strategies, Inc. January 2010 - Present
Walnut Street Securities, Inc. January 2010 - August 2013
Ameriprise Financial November 1999 - January 2010
Skills
Investment Advisory, Finance, Securities, Investments, Financial Planners, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Registered Investment..., Retirement, Portfolio Management, 401k, Wealth Management, Financial Advisory, FINRA, Series 63, Strategic Financial...
Education
Kenyon College 1982 — 1986
Scott Lay's Walnut Street Securities, Inc. Experience October 2001 - September 2013
Job President at SWLay Financial Group LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2013 - Present
SWLay Financial Group LLC September 2013 - Present
Walnut Street Securities, Inc. October 2001 - September 2013
St. Johns Financial Services, Inc. May 1994 - February 2012
Skills
Series 7, Financial Advisory, Investments, Asset Management, Portfolio Management
Education
Truman State University 1989 — 1994
BS, Finance and Management
Cetera Advisor Networks LLC September 2013 - Present
SWLay Financial Group LLC September 2013 - Present
Walnut Street Securities, Inc. October 2001 - September 2013
St. Johns Financial Services, Inc. May 1994 - February 2012
Skills
Series 7, Financial Advisory, Investments, Asset Management, Portfolio Management
Education
Truman State University 1989 — 1994
BS, Finance and Management
Paul Mansdoerfer's Walnut Street Securities, Inc. Experience February 2001 - August 2003
Job Owner, Stronghold Advisory Services, LLC
Industry Financial Services
Experience
Stronghold Advisory Services, LLC January 2003 - Present
Walnut Street Securities, Inc. February 2001 - August 2003
MPP&W, PC September 2000 - January 2003
Principal Life Insurance Company January 1996 - September 2000
The Stear Group, Inc. July 1995 - December 1995
Education
Missouri Board of Accountancy 2002 — 2002
CPA, Accounting
Excelsior College 1998 — 1999
BS, Accounting, Finance
The American College 1996 — 1998
CLU, Chartered Life Underwriter
The American College 1996 — 1998
ChFC, Chartered Financial Consultant
College for Financial Planning 1997 — 1997
CFP, Financial Planning
Stronghold Advisory Services, LLC January 2003 - Present
Walnut Street Securities, Inc. February 2001 - August 2003
MPP&W, PC September 2000 - January 2003
Principal Life Insurance Company January 1996 - September 2000
The Stear Group, Inc. July 1995 - December 1995
Education
Missouri Board of Accountancy 2002 — 2002
CPA, Accounting
Excelsior College 1998 — 1999
BS, Accounting, Finance
The American College 1996 — 1998
CLU, Chartered Life Underwriter
The American College 1996 — 1998
ChFC, Chartered Financial Consultant
College for Financial Planning 1997 — 1997
CFP, Financial Planning
Don Mueth, CFA's Walnut Street Securities, Inc. Experience 1994 - 2001
Job CFO at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group February 2001 - Present
General American Life Insurance Company 1994 - 2001
Walnut Street Securities, Inc. 1994 - 2001
Mark Twain Bank May 1989 - May 1994
Education
University of Missouri - St. Louis 1980 — 1984
BSBA, Finance
Asset Consulting Group February 2001 - Present
General American Life Insurance Company 1994 - 2001
Walnut Street Securities, Inc. 1994 - 2001
Mark Twain Bank May 1989 - May 1994
Education
University of Missouri - St. Louis 1980 — 1984
BSBA, Finance
Rita Muffley's Walnut Street Securities, Inc. Experience May 1998 - May 2003
Job
Industry Information Technology and Services
Experience
Level 3 Communications September 2014 - Present
Enterprise Rent-A-Car November 2010 - August 2014
Cisco Networking Academy August 2013 - May 2014
Financial November 2004 - May 2008
Walnut Street Securities, Inc. May 1998 - May 2003
Skills
PowerPoint, Microsoft Word, Customer Service, Sales, Public Speaking, Event Planning, Event Management, Team Building, Insurance, Microsoft Office, Microsoft Excel, Cisco Routers, Cisco Technologies, Switches
Education
Southwestern Illinois College 2013 — 2014
CCNA Certification, Cisco Networking Academy
Southern Illinois University, Carbondale 2011 — 2012
Bachelor's degree, Workforce Development and Training, Cum Laude
Southwestern Illinois College 2006 — 2009
Associate of Science (AS), Business
Level 3 Communications September 2014 - Present
Enterprise Rent-A-Car November 2010 - August 2014
Cisco Networking Academy August 2013 - May 2014
Financial November 2004 - May 2008
Walnut Street Securities, Inc. May 1998 - May 2003
Skills
PowerPoint, Microsoft Word, Customer Service, Sales, Public Speaking, Event Planning, Event Management, Team Building, Insurance, Microsoft Office, Microsoft Excel, Cisco Routers, Cisco Technologies, Switches
Education
Southwestern Illinois College 2013 — 2014
CCNA Certification, Cisco Networking Academy
Southern Illinois University, Carbondale 2011 — 2012
Bachelor's degree, Workforce Development and Training, Cum Laude
Southwestern Illinois College 2006 — 2009
Associate of Science (AS), Business
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