WFG Investments, Inc.
Industry: Company
DescriptionParent organization: Williams Financial Group, Inc. Subsidiaries: DRL Group LP, Redfish Capital Management
WFG Investments, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WFG Investments, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WFG Investments, Inc. Employees
Employee
Years
Job
Industry
David B. Short David B. Short's WFG Investments, Inc. Experience June 2012 - Present
Job Managing Partner, Financial Advisor at Investments & Financial Planning, LLC
Industry Financial Services
Experience
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Investments & Financial Planning, LLC June 2012 - Present
WFG Investments, Inc. June 2012 - Present
LPL Finanical October 2005 - June 2012
Jefferson Pilot Financial April 2002 - October 2005
Skills
Comprehensive Planning, Debt Management, College Education..., Estate Planning, General Financial..., Investment Planning, Retirement Planning, Social Security Planning, Medicare Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Securities, Mutual Funds, Exchange Traded Funds, IRA Rollovers, Roth IRA, Education Savings..., 529 Plans, Investments, IRAs, Financial Planners, Retirement, Finance, Employee Benefits, Fixed Annuities, 401k, Series 7, Investment Advisory, Series 63, Wealth Management, Financial Advisory, Financial Goals
Education
Institute of Business & Finance 2010 — 2011
MSFS, Master of Science in Financial Services
The American College
Certificate in Financial Planning, CFP® Certification Curriculum
University of Pikeville 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Danny Mathis Danny Mathis's WFG Investments, Inc. Experience January 2012 - January 2014
Job Regional Accounts Manager
Industry Food & Beverages
Experience
Performance Food Group January 2014 - Present
WFG Investments, Inc. January 2012 - January 2014
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Life Insurance, Term Life Insurance, Business Planning, Customer Service, Budgets, Sales, Retirement, Financial Advisory, Fixed Annuities, Insurance, Cold Calling, Food, Sales Operations, Wealth Management, Team Building, Sales Management, Marketing Strategy, Leadership, Inventory Management, Forecasting, Catering, Management, New Business Development, Key Account Development, Strategic Planning, Pricing, Account Management, Marketing, Key Account Management, P, Retail, National Accounts, Negotiation, Food Industry, Food, Direct Sales, Purchasing
Education
Brooks College 1998 — 2001
Associate's degree
Performance Food Group January 2014 - Present
WFG Investments, Inc. January 2012 - January 2014
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Life Insurance, Term Life Insurance, Business Planning, Customer Service, Budgets, Sales, Retirement, Financial Advisory, Fixed Annuities, Insurance, Cold Calling, Food, Sales Operations, Wealth Management, Team Building, Sales Management, Marketing Strategy, Leadership, Inventory Management, Forecasting, Catering, Management, New Business Development, Key Account Development, Strategic Planning, Pricing, Account Management, Marketing, Key Account Management, P, Retail, National Accounts, Negotiation, Food Industry, Food, Direct Sales, Purchasing
Education
Brooks College 1998 — 2001
Associate's degree
Danilo Guerra Danilo Guerra's WFG Investments, Inc. Experience June 2013 - Present
Job CEO at Global Tech Corp.
Industry Financial Services
Experience
Global Tech Corp. July 2014 - Present
WFG Investments, Inc. June 2013 - Present
City of Los Angeles June 2013 - Present
City of Los Angeles June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Computer Hardware, Computer Proficiency, Computer Repair, Leadership, Management, Political Science, Marketing, Analysis, Fundraising, Government, Policy, Public Relations, Team Leadership, Training, Event Planning, Budgets, Finance, Consulting, Public Speaking, Research
Education
Los Angeles Mission College 2014 — 2017
Restaurant, Culinary, and Catering Management/Manager
Toastmasters International 2013 — 2015
Public Relations/Image Management
Panorama High School 2009 — 2013
High School
Global Tech Corp. July 2014 - Present
WFG Investments, Inc. June 2013 - Present
City of Los Angeles June 2013 - Present
City of Los Angeles June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Computer Hardware, Computer Proficiency, Computer Repair, Leadership, Management, Political Science, Marketing, Analysis, Fundraising, Government, Policy, Public Relations, Team Leadership, Training, Event Planning, Budgets, Finance, Consulting, Public Speaking, Research
Education
Los Angeles Mission College 2014 — 2017
Restaurant, Culinary, and Catering Management/Manager
Toastmasters International 2013 — 2015
Public Relations/Image Management
Panorama High School 2009 — 2013
High School
Octavio Tovar Octavio Tovar's WFG Investments, Inc. Experience March 2015 - Present
Job Bonds, Equities & Commodities Trader
Industry Capital Markets
Experience
WFG Investments, Inc. March 2015 - Present
Invesco US December 2013 - March 2015
Structured Markets Inc, CTA December 2011 - November 2013
Generic Trading / Assent / EchoTrade February 2004 - November 2011
LBRGroup / Granat Fund February 2003 - February 2004
Skills
Trading, Financial Markets, Trading Strategies, Equities, Technical Analysis, Risk Management, Commodities, Currency, Electronic Trading, Portfolio Management, Market Making, Customer Relationships, Order Processing, Trading Systems, Proprietary Trading, Derivatives, Asset Management, Commodity
Education
University of Exeter 1998 — 2000
MBA, Finance & Investment
Pontificia Universidad Javeriana 1992 — 1997
Bachelor's, Business Administration
WFG Investments, Inc. March 2015 - Present
Invesco US December 2013 - March 2015
Structured Markets Inc, CTA December 2011 - November 2013
Generic Trading / Assent / EchoTrade February 2004 - November 2011
LBRGroup / Granat Fund February 2003 - February 2004
Skills
Trading, Financial Markets, Trading Strategies, Equities, Technical Analysis, Risk Management, Commodities, Currency, Electronic Trading, Portfolio Management, Market Making, Customer Relationships, Order Processing, Trading Systems, Proprietary Trading, Derivatives, Asset Management, Commodity
Education
University of Exeter 1998 — 2000
MBA, Finance & Investment
Pontificia Universidad Javeriana 1992 — 1997
Bachelor's, Business Administration
Tokpah Miller Tokpah Miller's WFG Investments, Inc. Experience
Job Financial consultant at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc.
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Insurance, Financial Services, Retirement, Retirement Planning, Wealth Management
Education
The University of Texas at Arlington
Bachelor's Degree, Registered Nursing/Registered Nurse
WFG Investments, Inc.
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Insurance, Financial Services, Retirement, Retirement Planning, Wealth Management
Education
The University of Texas at Arlington
Bachelor's Degree, Registered Nursing/Registered Nurse
Francisca Cabrera Francisca Cabrera's WFG Investments, Inc. Experience salesArt Touch PhotographyJanuary 2004 - Present
Job Financial Planning at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc. salesArt Touch PhotographyJanuary 2004 - Present
Education
California State Polytechnic University-Pomona 2007 — 2012
Microbiology, Microbiology and Immunology
WFG Investments, Inc. salesArt Touch PhotographyJanuary 2004 - Present
Education
California State Polytechnic University-Pomona 2007 — 2012
Microbiology, Microbiology and Immunology
Alesia Dick Alesia Dick's WFG Investments, Inc. Experience 2013 - 2013
Job Certified Get Healthy Coach!! Certified Travel and Fun Facilitator!! Licensed Financial Health Creator! Get Healthy!!!
Industry Health, Wellness and Fitness
Experience
Lewisville ISD, 2012-2013 Lewisville ISD School Health Advisory Council October 2012 - Present
BNI - NW Community Professionals 2010 - Present
Get Healthy Wealthy and Wise October 2008 - Present
Ameriprise Financial 2004 - Present
World Ventures 2013 - 2013
WFG Investments, Inc. 2013 - 2013
Portland Business Circle 2010 - 2010
Student - Empower U 2010 - 2010
Portland Business Alliance 2009 - 2010
Skills
Public Speaking, Coaching, Healthcare, Wellness, Nonprofits, New Business Development, Recruiting, Fun, Travel Planning, Leisure Travel, Online Travel, Marketing, Entrepreneurship, Building Relationships, Team Building, Selling, Fundraising, Personal Development, Lifestyle, Leadership, Social Networking, Leadership Development, Small Business, Social Media, Social Media Marketing, Event Planning, Sales, Online Marketing, Strategic Planning, Training, Contract Negotiation, Management, Customer Service
Education
Fayetteville State University 1988 — 1989
Law
Methodist University 1986 — 1987
Lewisville ISD, 2012-2013 Lewisville ISD School Health Advisory Council October 2012 - Present
BNI - NW Community Professionals 2010 - Present
Get Healthy Wealthy and Wise October 2008 - Present
Ameriprise Financial 2004 - Present
World Ventures 2013 - 2013
WFG Investments, Inc. 2013 - 2013
Portland Business Circle 2010 - 2010
Student - Empower U 2010 - 2010
Portland Business Alliance 2009 - 2010
Skills
Public Speaking, Coaching, Healthcare, Wellness, Nonprofits, New Business Development, Recruiting, Fun, Travel Planning, Leisure Travel, Online Travel, Marketing, Entrepreneurship, Building Relationships, Team Building, Selling, Fundraising, Personal Development, Lifestyle, Leadership, Social Networking, Leadership Development, Small Business, Social Media, Social Media Marketing, Event Planning, Sales, Online Marketing, Strategic Planning, Training, Contract Negotiation, Management, Customer Service
Education
Fayetteville State University 1988 — 1989
Law
Methodist University 1986 — 1987
Helen Zhu Helen Zhu's WFG Investments, Inc. Experience February 2014 - Present
Job Senior Marketing Director at WFG Investments
Industry Financial Services
Experience
WFG Investments, Inc. February 2014 - Present
Skills
Strategic Planning, Retirement Planning, Small Business, Investments, Insurance, Financial Planning, Marketing, Management, Team Building, Sales
Education
Seward park high school 1991 — 1996
LIU Brooklyn
Associate of Science (A.S.), Physical Therapy/Therapist
WFG Investments, Inc. February 2014 - Present
Skills
Strategic Planning, Retirement Planning, Small Business, Investments, Insurance, Financial Planning, Marketing, Management, Team Building, Sales
Education
Seward park high school 1991 — 1996
LIU Brooklyn
Associate of Science (A.S.), Physical Therapy/Therapist
Brian Hettler Brian Hettler's WFG Investments, Inc. Experience May 2013 - Present
Job Associate at Axianta Financial Partners
Industry Financial Services
Experience
WFG Investments, Inc. May 2013 - Present
Education
Kansas City Art Institute 2006 — 2010
Bachelor of Fine Arts (BFA), Interdisciplinary Arts
WFG Investments, Inc. May 2013 - Present
Education
Kansas City Art Institute 2006 — 2010
Bachelor of Fine Arts (BFA), Interdisciplinary Arts
Sherry Hardin Sherry Hardin's WFG Investments, Inc. Experience September 2009 - Present
Job Owner at Hardin Financial
Industry Financial Services
Experience
WFG Investments, Inc. September 2009 - Present
Hardin Financial 1999 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Planners, Alternative Investments, Series 7, Finance, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Stocks, Bonds, Financial Advisory, Series 63, Uniform Combined State..., financial planning, insurance planning, Managed Money, Individual Income Tax..., Personal Tax Planning, Wealth Management, Income Tax, Financial Planning, Tax Preparation, Tax
Education
Institute of Business and Finance
Certified Estate and Trust Specialist
Self Study
Certified Financial Planner, Financial Planning
Ball State University
Bachelor of Science (BS), Secondary Education and Teaching
Troy State University
Master of Science (MS), Business Administration and Management, General
WFG Investments, Inc. September 2009 - Present
Hardin Financial 1999 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Planners, Alternative Investments, Series 7, Finance, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Stocks, Bonds, Financial Advisory, Series 63, Uniform Combined State..., financial planning, insurance planning, Managed Money, Individual Income Tax..., Personal Tax Planning, Wealth Management, Income Tax, Financial Planning, Tax Preparation, Tax
Education
Institute of Business and Finance
Certified Estate and Trust Specialist
Self Study
Certified Financial Planner, Financial Planning
Ball State University
Bachelor of Science (BS), Secondary Education and Teaching
Troy State University
Master of Science (MS), Business Administration and Management, General
Yuwei Pei Yuwei Pei's WFG Investments, Inc. Experience January 2012 - January 2012
Job Business Administration
Industry Management Consulting
Experience
WFG Investments, Inc. January 2012 - January 2012
peng cheng accounting firm July 2011 - July 2011
Librarian August 2009 - September 2009
Education
Maharishi University of Management 2009 — 2012
bachelor, Business Administration
WFG Investments, Inc. January 2012 - January 2012
peng cheng accounting firm July 2011 - July 2011
Librarian August 2009 - September 2009
Education
Maharishi University of Management 2009 — 2012
bachelor, Business Administration
Samuel Oyeniyi Samuel Oyeniyi's WFG Investments, Inc. Experience May 2011 - Present
Job Oil & Energy Professional
Industry Oil & Energy
Experience
WFG Investments, Inc. May 2011 - Present
Kemsat Ltd March 2009 - January 2013
Baker Hughes March 2008 - March 2009
Statoil Asa April 2005 - February 2008
Statoil Nig. Ltd November 1994 - March 2005
SystemSpecs February 1991 - November 1994
Skills
Business Process..., Analysis, Strategy, Management, Microsoft Office, Risk Management, Business Analysis, SAP, Project Management, Finance, Microsoft Excel, Strategic Planning, Budgets, Financial Analysis
Education
Bowvalley College 2011 — 2011
Certificate, Coporate Readiness Training Program
Centre for Newcomers 2010 — 2010
Lagos Business School 2003 — 2004
MBA, Finance
University of Ilorin 1983 — 1986
BSc, Accounting
WFG Investments, Inc. May 2011 - Present
Kemsat Ltd March 2009 - January 2013
Baker Hughes March 2008 - March 2009
Statoil Asa April 2005 - February 2008
Statoil Nig. Ltd November 1994 - March 2005
SystemSpecs February 1991 - November 1994
Skills
Business Process..., Analysis, Strategy, Management, Microsoft Office, Risk Management, Business Analysis, SAP, Project Management, Finance, Microsoft Excel, Strategic Planning, Budgets, Financial Analysis
Education
Bowvalley College 2011 — 2011
Certificate, Coporate Readiness Training Program
Centre for Newcomers 2010 — 2010
Lagos Business School 2003 — 2004
MBA, Finance
University of Ilorin 1983 — 1986
BSc, Accounting
Ashton McDonald Ashton McDonald's WFG Investments, Inc. Experience February 2012 - July 2012
Job Associate at JCF Group
Industry Architecture & Planning
Experience
Landex Development July 2015 - Present
JCF Group September 2014 - May 2015
Student August 2012 - May 2014
WFG Investments, Inc. February 2012 - July 2012
Promo Labs May 2011 - November 2011
Skills
Social Media, Microsoft Excel, Social Media Marketing, Microsoft Office, Customer Service, Time Management, Social Networking, Microsoft Word, Research, Leadership, Event Planning
Education
Cornell University 2012 — 2014
Oklahoma State University 2005 — 2009
Business Administration, Finance
Landex Development July 2015 - Present
JCF Group September 2014 - May 2015
Student August 2012 - May 2014
WFG Investments, Inc. February 2012 - July 2012
Promo Labs May 2011 - November 2011
Skills
Social Media, Microsoft Excel, Social Media Marketing, Microsoft Office, Customer Service, Time Management, Social Networking, Microsoft Word, Research, Leadership, Event Planning
Education
Cornell University 2012 — 2014
Oklahoma State University 2005 — 2009
Business Administration, Finance
John Christopher Turner John Christopher Turner's WFG Investments, Inc. Experience 2011 - Present
Job Insurance/Investments/Final Expense
Industry Financial Services
Experience
United Assurance Life Insurance Company February 2013 - Present
Aflac 2011 - Present
WFG Investments, Inc. 2011 - Present
Christus St Michael 2015 - 2015
Christus St Michael 2015 - 2015
Gateway Travel and Tours Inc. September 2007 - January 2010
Education
Texas A&M University-Texarkana 1976 — 1979
United Assurance Life Insurance Company February 2013 - Present
Aflac 2011 - Present
WFG Investments, Inc. 2011 - Present
Christus St Michael 2015 - 2015
Christus St Michael 2015 - 2015
Gateway Travel and Tours Inc. September 2007 - January 2010
Education
Texas A&M University-Texarkana 1976 — 1979
Norman Hall Norman Hall's WFG Investments, Inc. Experience October 2008 - 2009
Job Financial Advisor, Independent Insurance Agent
Industry Financial Services
Experience
Calton & Associates, Inc. 2009 - Present
WFG Investments, Inc. October 2008 - 2009
BOSC, Inc. March 2003 - September 2004
Crews & Associates 1991 - 1998
Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers
Education
University of Arkansas at Little Rock 1977 — 1981
Little Rock Central High School
Calton & Associates, Inc. 2009 - Present
WFG Investments, Inc. October 2008 - 2009
BOSC, Inc. March 2003 - September 2004
Crews & Associates 1991 - 1998
Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers
Education
University of Arkansas at Little Rock 1977 — 1981
Little Rock Central High School
Ryan Owen Ryan Owen's WFG Investments, Inc. Experience 2011 - 2013
Job Broker / Owner Moving Texas Realty
Industry Real Estate
Experience
Moving Texas Realty 2009 - Present
Better Texas Insurance 2009 - Present
Pro-Rehabs 2009 - Present
WFG Investments, Inc. 2011 - 2013
The Martino Group Realty 2007 - 2009
Education
Texas Woman's University
Gerneral Business
Moving Texas Realty 2009 - Present
Better Texas Insurance 2009 - Present
Pro-Rehabs 2009 - Present
WFG Investments, Inc. 2011 - 2013
The Martino Group Realty 2007 - 2009
Education
Texas Woman's University
Gerneral Business
Jonathan Spatz Jonathan Spatz's WFG Investments, Inc. Experience July 2005 - December 2013
Job Financial Consultant
Industry Financial Services
Experience
VOYA Financial Advisors December 2013 - Present
WFG Investments, Inc. July 2005 - December 2013
Education
Appalachian State University 1995 — 1999
BS, Finance and Banking
VOYA Financial Advisors December 2013 - Present
WFG Investments, Inc. July 2005 - December 2013
Education
Appalachian State University 1995 — 1999
BS, Finance and Banking
Hedwig Skains Hedwig Skains's WFG Investments, Inc. Experience 2011 - Present
Job Owner at Bandurs Enterprises
Industry Financial Services
Experience
WFG Investments, Inc. 2011 - Present
Bandurs Enterprises January 2000 - Present
Skills
Strategic Financial..., Insurance, Retirement Planning, Small Business, Fixed Annuities, Public Speaking, Risk Management, Team Building, Customer Service, Strategic Planning, Windows, Team Leadership, Financial Analysis, Financial Planning, Analysis
Education
Texas Southern University 2000 — 2004
Bachelors of Science, Biology
University of Yaounde, Cameroon 1990 — 1994
Bachelors Degree, French Law
WFG Investments, Inc. 2011 - Present
Bandurs Enterprises January 2000 - Present
Skills
Strategic Financial..., Insurance, Retirement Planning, Small Business, Fixed Annuities, Public Speaking, Risk Management, Team Building, Customer Service, Strategic Planning, Windows, Team Leadership, Financial Analysis, Financial Planning, Analysis
Education
Texas Southern University 2000 — 2004
Bachelors of Science, Biology
University of Yaounde, Cameroon 1990 — 1994
Bachelors Degree, French Law
Irvin Rosenzweig, CFP, ChFC, CLU, CRPS, AEP's WFG Investments, Inc. Experience 2003 - 2011
Job Owner, Rosenzweig & Associates, a Registered Investment Adviser
Industry Financial Services
Experience
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Sophia Sepideh Rezvani's WFG Investments, Inc. Experience November 2011 - March 2013
Job Manager, independent financial broker
Industry Financial Services
Experience
Independent Business Owner February 2015 - Present
Desjardins Finacial Security Independent Network August 2013 - December 2014
WFG Investments, Inc. November 2011 - March 2013
Western University September 2009 - June 2012
Pacific High Tech Ltd. October 2011 - January 2012
Western University May 2009 - June 2011
TeleTech February 2008 - July 2008
The Hudson's Bay Company August 2007 - December 2007
Skills
Strategic Leadership, Team Building, Flexible Working, Microsoft Office, Problem Solving, Customer Service, Data Analysis, Sales, Flexible Schedule, Training, Project Management, Management, Project Planning, Negotiation, Analysis, Team Leadership, Strategy, Financial Planning, Investments, Finance, Strategic Planning
Education
The University of Western Ontario 2009 — 2011
Master's degree, Engineering
Gujarat University 2003 — 2007
Bachelor, Chemical Engineering
Independent Business Owner February 2015 - Present
Desjardins Finacial Security Independent Network August 2013 - December 2014
WFG Investments, Inc. November 2011 - March 2013
Western University September 2009 - June 2012
Pacific High Tech Ltd. October 2011 - January 2012
Western University May 2009 - June 2011
TeleTech February 2008 - July 2008
The Hudson's Bay Company August 2007 - December 2007
Skills
Strategic Leadership, Team Building, Flexible Working, Microsoft Office, Problem Solving, Customer Service, Data Analysis, Sales, Flexible Schedule, Training, Project Management, Management, Project Planning, Negotiation, Analysis, Team Leadership, Strategy, Financial Planning, Investments, Finance, Strategic Planning
Education
The University of Western Ontario 2009 — 2011
Master's degree, Engineering
Gujarat University 2003 — 2007
Bachelor, Chemical Engineering
Bryan Luter Bryan Luter's WFG Investments, Inc. Experience
Job Investment Advisor at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc.
Skills
Investments, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Private Equity, Portfolio Management, Emerging Markets, Equities, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
THE EPISCOPAL SCHOOL OF DALLAS
HIGH SCHOOL
WFG Investments, Inc.
Skills
Investments, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Private Equity, Portfolio Management, Emerging Markets, Equities, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
THE EPISCOPAL SCHOOL OF DALLAS
HIGH SCHOOL
Cesar Toscano Cesar Toscano's WFG Investments, Inc. Experience January 2014 - Present
Job To build and protect wealth for families
Industry Financial Services
Experience
WFG Investments, Inc. January 2014 - Present
Walmart November 1998 - Present
Skills
Investments, Insurance, Negotiation, Management, Customer Service, Team Building, Microsoft Office, Sales Management, Inventory Management, Merchandising, Sales, Strategic Planning, Retail, Leadership, Marketing, Time Management
Education
DeVry University 2002 — 2005
Associate's Degree, International Business
San Fernando high school 1988 — 1991
WFG Investments, Inc. January 2014 - Present
Walmart November 1998 - Present
Skills
Investments, Insurance, Negotiation, Management, Customer Service, Team Building, Microsoft Office, Sales Management, Inventory Management, Merchandising, Sales, Strategic Planning, Retail, Leadership, Marketing, Time Management
Education
DeVry University 2002 — 2005
Associate's Degree, International Business
San Fernando high school 1988 — 1991
Nikita Gusev Nikita Gusev's WFG Investments, Inc. Experience 2011 - 2012
Job QC Analytical Chemist, PMP candidate
Industry Pharmaceuticals
Experience
Piramal LifeSciences Limited May 2008 - Present
WFG Investments, Inc. 2011 - 2012
Piramal Healthcare Canada Ltd. July 2002 - April 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
DuPont Performance Coatings April 2002 - June 2002
Skills
Lifesciences, Biochemistry, HPLC, Medicinal Chemistry, Drug Discovery, Drug Design, Assay Development, GLP, LC-MS, Drug Development, Bioanalysis, Synthetic Organic..., Project Management
Education
Humber College 2012 — 2014
Project Management Certificate, Project Management, A+
York University 1998 — 2002
BSc, Chemistry
Astrakhan State Medical Academy 1993 — 1995
Associate’s Degree, Medical Pharmacology
Piramal LifeSciences Limited May 2008 - Present
WFG Investments, Inc. 2011 - 2012
Piramal Healthcare Canada Ltd. July 2002 - April 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
Avecia 2002 - 2008
DuPont Performance Coatings April 2002 - June 2002
Skills
Lifesciences, Biochemistry, HPLC, Medicinal Chemistry, Drug Discovery, Drug Design, Assay Development, GLP, LC-MS, Drug Development, Bioanalysis, Synthetic Organic..., Project Management
Education
Humber College 2012 — 2014
Project Management Certificate, Project Management, A+
York University 1998 — 2002
BSc, Chemistry
Astrakhan State Medical Academy 1993 — 1995
Associate’s Degree, Medical Pharmacology
Carleen Van Dahm Carleen Van Dahm's WFG Investments, Inc. Experience January 2001 - 2007
Job CEO at CPR Cultivating Prosperous Results
Industry Health, Wellness and Fitness
Experience
The Tower Chorale April 2015 - Present
CPR Cultivating Prosperous Results June 2014 - Present
Elite Rehabilitation Institute July 2012 - March 2014
Chiro One Wellness Center February 2007 - June 2012
All For One Foundation July 2003 - February 2007
WFG Investments, Inc. January 2001 - 2007
Winston Village Association January 1997 - January 2002
Skills
Operations Management, Sales Management, Leadership Development, Group Presentations, Communication, Community Outreach, Marketing, Leadership, Cross-functional Team..., Team Building, Customer Service, Marketing Strategy, Strategy, Sales, Management, Team Leadership, Training, CRM, Public Speaking, Coaching, New Business Development, Fundraising, Recruiting, Program Management, Selling, Direct Sales, Budgets, Public Relations, Business Development, Healthcare, Event Planning, Sales Process, Market Research, Sales Presentations, Account Management, Strategic Planning
Education
University Of Pittburgh
Human Services
College of DuPage 1990 — 1992
Commercial Art
LTHS
The Tower Chorale April 2015 - Present
CPR Cultivating Prosperous Results June 2014 - Present
Elite Rehabilitation Institute July 2012 - March 2014
Chiro One Wellness Center February 2007 - June 2012
All For One Foundation July 2003 - February 2007
WFG Investments, Inc. January 2001 - 2007
Winston Village Association January 1997 - January 2002
Skills
Operations Management, Sales Management, Leadership Development, Group Presentations, Communication, Community Outreach, Marketing, Leadership, Cross-functional Team..., Team Building, Customer Service, Marketing Strategy, Strategy, Sales, Management, Team Leadership, Training, CRM, Public Speaking, Coaching, New Business Development, Fundraising, Recruiting, Program Management, Selling, Direct Sales, Budgets, Public Relations, Business Development, Healthcare, Event Planning, Sales Process, Market Research, Sales Presentations, Account Management, Strategic Planning
Education
University Of Pittburgh
Human Services
College of DuPage 1990 — 1992
Commercial Art
LTHS
Ana Contreras's WFG Investments, Inc. Experience November 2009 - August 2010
Job Student accounts
Industry Financial Services
Experience
Amway 2011 - Present
Heald College 2013 - April 2015
Heald College 2013 - September 2013
Heald College April 2009 - August 2013
WFG Investments, Inc. November 2009 - August 2010
DeVry University September 2007 - March 2010
DeVry University 2007 - 2010
Skills
Bilingual, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Administration, Account Reconciliation, Teamwork, Public Speaking, Team Leadership, Financial Analysis, Team Building, QuickBooks, Higher Education, PowerPoint, Sales
Education
DeVry University 2007 — 2010
Bachelor of Science, Business Administration; Finance
DeVry University 2007 — 2009
Bachelors, Finance
Amway 2011 - Present
Heald College 2013 - April 2015
Heald College 2013 - September 2013
Heald College April 2009 - August 2013
WFG Investments, Inc. November 2009 - August 2010
DeVry University September 2007 - March 2010
DeVry University 2007 - 2010
Skills
Bilingual, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Administration, Account Reconciliation, Teamwork, Public Speaking, Team Leadership, Financial Analysis, Team Building, QuickBooks, Higher Education, PowerPoint, Sales
Education
DeVry University 2007 — 2010
Bachelor of Science, Business Administration; Finance
DeVry University 2007 — 2009
Bachelors, Finance
CAREY FUTIA's WFG Investments, Inc. Experience 2006 - 2008
Job Wound Care Director
Industry Hospital & Health Care
Experience
Mayfield healthcare 2015 - Present
Elmwood Care June 2009 - September 2015
WFG Investments, Inc. 2006 - 2008
Skills
Microsoft Office, Management, Sales Management, Health Insurance, Long-term Care, Long Term Care Insurance, Long Term Acute Care, Nursing, Nursing Care, LPN, Wound Care, MDS 3.0, Email Marketing, Disaster Recovery, Employee Benefits, Financial Risk, General Ledger, Hospitality Management, HIPAA, Interviews, Lifesciences, Network Administration, Social Networking, Outsourcing, Office Administration, Project Management, Quality Assurance, Risk Assessment, Small Business, Technical Writing, Wellness
Education
University of Phoenix 2012 — 2014
Bachelor's Degree, Healthcare Adminstration, 3.50
Mayfield healthcare 2015 - Present
Elmwood Care June 2009 - September 2015
WFG Investments, Inc. 2006 - 2008
Skills
Microsoft Office, Management, Sales Management, Health Insurance, Long-term Care, Long Term Care Insurance, Long Term Acute Care, Nursing, Nursing Care, LPN, Wound Care, MDS 3.0, Email Marketing, Disaster Recovery, Employee Benefits, Financial Risk, General Ledger, Hospitality Management, HIPAA, Interviews, Lifesciences, Network Administration, Social Networking, Outsourcing, Office Administration, Project Management, Quality Assurance, Risk Assessment, Small Business, Technical Writing, Wellness
Education
University of Phoenix 2012 — 2014
Bachelor's Degree, Healthcare Adminstration, 3.50
Gina Devers's WFG Investments, Inc. Experience 2012 - 2014
Job Versatile Administrative and Customer Service Professional
Industry Executive Office
Experience
Talent Bridge sprl July 2014 - January 2015
Allstate Insurance Company May 2011 - June 2014
WFG Investments, Inc. 2012 - 2014
maxXout August 2011 - December 2013
Superior Staffing August 2007 - March 2011
Skills
Training
Education
Central Piedmont Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Paralegal Technology
Gaston College
Associate of Arts, Office Administration
Talent Bridge sprl July 2014 - January 2015
Allstate Insurance Company May 2011 - June 2014
WFG Investments, Inc. 2012 - 2014
maxXout August 2011 - December 2013
Superior Staffing August 2007 - March 2011
Skills
Training
Education
Central Piedmont Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Paralegal Technology
Gaston College
Associate of Arts, Office Administration
Michael M Soobrian's WFG Investments, Inc. Experience July 2010 - Present
Job Associate at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc. July 2010 - Present
WFG Investments, Inc. July 2010 - Present
Skills
Series 7, Securities, Equities, Investments, Mutual Funds, Business Management and..., Accounting 1&2, Electronic Technician., Advance Air Condition..., Auto Mechanics, Investments, Family &..., Retirement, Investment Strategies, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Automotive Repair, Bonds, Wealth, Asset Management, Strategic Financial..., Financial Planning
Education
Tutorial High School
Government Technical Institute (London Institute of Technology) 1962 — 1966
Mechancial Engineering
Bell & Howell Schools (Devry Institute Of Technology)
Electronic Technician
Seneca College
Accounting 1&2
Centennial College
Business Management & Organization
Durham College
Advance Air Condition & Refrigeration, Heating and cooling
WFG Investments, Inc. July 2010 - Present
WFG Investments, Inc. July 2010 - Present
Skills
Series 7, Securities, Equities, Investments, Mutual Funds, Business Management and..., Accounting 1&2, Electronic Technician., Advance Air Condition..., Auto Mechanics, Investments, Family &..., Retirement, Investment Strategies, Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Automotive Repair, Bonds, Wealth, Asset Management, Strategic Financial..., Financial Planning
Education
Tutorial High School
Government Technical Institute (London Institute of Technology) 1962 — 1966
Mechancial Engineering
Bell & Howell Schools (Devry Institute Of Technology)
Electronic Technician
Seneca College
Accounting 1&2
Centennial College
Business Management & Organization
Durham College
Advance Air Condition & Refrigeration, Heating and cooling
Manuel Marte's WFG Investments, Inc. Experience April 2012 - June 2012
Job Counselor at Independence
Industry Writing and Editing
Experience
Independence 2013 - Present
WFG Investments, Inc. April 2012 - June 2012
NYC Department of Education May 2005 - July 2010
Skills
Tutoring, Teaching, Public Speaking, Research, Editing, Creative Writing, Classroom, Literacy, History, Educational Technology, Social Media, Teacher Training, Teaching English as a...
Education
MS Human Services 2014 — 2015
Master's degree
The College of New Rochelle 2011 — 2014
Bachelor of Arts (B.A.), Counseling Psychology, GPA 3.77
College of New Rochelle 2011 — 2013
Student, Psychology
Universidad Autonoma de Santo Domingo
Bachelor's degree, Economics
Independence 2013 - Present
WFG Investments, Inc. April 2012 - June 2012
NYC Department of Education May 2005 - July 2010
Skills
Tutoring, Teaching, Public Speaking, Research, Editing, Creative Writing, Classroom, Literacy, History, Educational Technology, Social Media, Teacher Training, Teaching English as a...
Education
MS Human Services 2014 — 2015
Master's degree
The College of New Rochelle 2011 — 2014
Bachelor of Arts (B.A.), Counseling Psychology, GPA 3.77
College of New Rochelle 2011 — 2013
Student, Psychology
Universidad Autonoma de Santo Domingo
Bachelor's degree, Economics
emma vargas's WFG Investments, Inc. Experience 2010 - 2011
Job SR PROJECT COST ESTIMATOR
Industry Construction
Experience
TTG ENGINEERS November 2006 - Present
WFG Investments, Inc. 2010 - 2011
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Mutual Funds, Budgets, Project Management, Microsoft Office, Investments, Sales, Subcontracting, Wealth Management, Strategic Financial..., Negotiation, Contractors, Construction Management, Concrete, Construction, Microsoft Excel, Renovation, Team Leadership, Management, PowerPoint, Contract Management, Earned Value Management, Insurance, Procurement, MS Project, Project Coordination, Engineering, Civil Engineering, Project Estimation, Suretrack, Manufacturing, Value Engineering, Green Building, Project Bidding, CPM Scheduling, Project Planning, Pre-construction
Education
Feati University 1981 — 1986
Bachelor’s Degree, BS CIVIL ENGINEERING
TTG ENGINEERS November 2006 - Present
WFG Investments, Inc. 2010 - 2011
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Mutual Funds, Budgets, Project Management, Microsoft Office, Investments, Sales, Subcontracting, Wealth Management, Strategic Financial..., Negotiation, Contractors, Construction Management, Concrete, Construction, Microsoft Excel, Renovation, Team Leadership, Management, PowerPoint, Contract Management, Earned Value Management, Insurance, Procurement, MS Project, Project Coordination, Engineering, Civil Engineering, Project Estimation, Suretrack, Manufacturing, Value Engineering, Green Building, Project Bidding, CPM Scheduling, Project Planning, Pre-construction
Education
Feati University 1981 — 1986
Bachelor’s Degree, BS CIVIL ENGINEERING
Dory Ramos's WFG Investments, Inc. Experience
Job Real Estate and Life and Health Agent
Industry Insurance
Experience
WFG Investments, Inc.
Skills
Mortgage Forclosure...
Education
Mapua Institute of Technology 1962 — 1966
BSBA
WFG Investments, Inc.
Skills
Mortgage Forclosure...
Education
Mapua Institute of Technology 1962 — 1966
BSBA
Renee Peralta's WFG Investments, Inc. Experience November 2012 - Present
Job Financial Planner at WFG Investments, Inc.
Industry Insurance
Experience
WFG Investments, Inc. November 2012 - Present
Steno Employment Services November 2004 - October 2012
Education
University of Phoenix-Southern California Campus 2009 — 2012
Bachelor's degree, Business/Human Resources Management, 3.2
University of Southern California 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business/Human Resources Management, 3.2
WFG Investments, Inc. November 2012 - Present
Steno Employment Services November 2004 - October 2012
Education
University of Phoenix-Southern California Campus 2009 — 2012
Bachelor's degree, Business/Human Resources Management, 3.2
University of Southern California 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business/Human Resources Management, 3.2
Ana De los Reyes's WFG Investments, Inc. Experience July 2012 - Present
Job CEO=Owner at El Jaz, Inc.
Industry Financial Services
Experience
WFG Investments, Inc. July 2012 - Present
El Jaz, Inc. September 2006 - Present
Skills
Multi-level marketing...
Education
Academy of Healing Arts 2003 — 2004
Medical Assistant, Back Office
DE Lasalle=Araneta 1976 — 1980
Agric'l Engineering
WFG Investments, Inc. July 2012 - Present
El Jaz, Inc. September 2006 - Present
Skills
Multi-level marketing...
Education
Academy of Healing Arts 2003 — 2004
Medical Assistant, Back Office
DE Lasalle=Araneta 1976 — 1980
Agric'l Engineering
Peter Salinas's WFG Investments, Inc. Experience November 2011 - April 2012
Job AllStar at InNOut Burger
Industry Food Production
Experience
In-N-Out Burger April 2012 - Present
WFG Investments, Inc. November 2011 - April 2012
Taco Bell August 2011 - April 2012
Education
Mt. San Antonio College
In-N-Out Burger April 2012 - Present
WFG Investments, Inc. November 2011 - April 2012
Taco Bell August 2011 - April 2012
Education
Mt. San Antonio College
Robert Sanger's WFG Investments, Inc. Experience January 2014 - Present
Job WFG sales at WFG Investments, Inc.
Industry Retail
Experience
Self-employed January 2014 - Present
WFG Investments, Inc. January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Strategic Planning, PowerPoint, Inventory Management, Public Speaking, Budgets, Research, Process Improvement, Outlook
Education
Cosumnes River College 1969 — 1972
Associate of Science (AS), Mechanical Engineering, 3.2 p/a
Self-employed January 2014 - Present
WFG Investments, Inc. January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Strategic Planning, PowerPoint, Inventory Management, Public Speaking, Budgets, Research, Process Improvement, Outlook
Education
Cosumnes River College 1969 — 1972
Associate of Science (AS), Mechanical Engineering, 3.2 p/a
Tuba Siddiqui's WFG Investments, Inc. Experience June 2012 - September 2012
Job Student at University of California, Santa Cruz
Industry Medical Practice
Experience
WFG Investments, Inc. June 2012 - September 2012
San Jose, California May 2011 - May 2012
Skills
Molecular Biology, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Cell Biology, Teamwork, Paperwork, Teaching, Leadership, Educational Leadership
Education
University of California, Santa Cruz 2012 — 2016
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Pioneer High School 2008 — 2012
High School Diploma
WFG Investments, Inc. June 2012 - September 2012
San Jose, California May 2011 - May 2012
Skills
Molecular Biology, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Cell Biology, Teamwork, Paperwork, Teaching, Leadership, Educational Leadership
Education
University of California, Santa Cruz 2012 — 2016
Bachelor of Science (BS), Cell/Cellular and Molecular Biology
Pioneer High School 2008 — 2012
High School Diploma
Geoffrey Lunn's WFG Investments, Inc. Experience September 2008 - Present
Job Municipal Bond Trader at WFG Investments, Inc.
Industry Financial Services
Experience
WFG Investments, Inc. September 2008 - Present
American Municipal Securities 2000 - 2008
Skills
Trading, Institutional Sales, Bonds, Fixed Income, Series 7, Series 63, Portfolio Management, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Pittsburgh 1997 — 2000
BSBA, Finance and Financial Management Services, Summa Cum Laude
WFG Investments, Inc. September 2008 - Present
American Municipal Securities 2000 - 2008
Skills
Trading, Institutional Sales, Bonds, Fixed Income, Series 7, Series 63, Portfolio Management, Securities, Investments, Wealth Management, Mutual Funds
Education
University of Pittsburgh 1997 — 2000
BSBA, Finance and Financial Management Services, Summa Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY