World Financial Group (WFG)
Industry: Multi-level marketing company
DescriptionWorld Financial Group is a multi-level marketing company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico. Founder: Hubert Humphrey Founded: 1991 Parent organization: Transamerica Corporation CEO: Joe DiPaola (1 Apr 2008–) Headquarters: Johns Creek, Georgia, United States Subsidiaries: WFG Reinsurance Limited, WFG Properties Holdings, LLC, Innergy Lending, LLC, WFG China Holdings, Inc.
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World Financial Group (WFG) Employees
Employee
Years
Job
Industry
Jose buenaventura Jose buenaventura's World Financial Group (WFG) Experience January 2013 - Present
Job Financial Associate at World Financial Group (WFG)
Industry
Experience
World Financial Group (WFG) January 2013 - Present
Skills
Investments, Mutual Funds
Education
University of Santo Tomas
Bachelor of Science (B.S.), Business Administration, Management and Operations
World Financial Group (WFG) January 2013 - Present
Skills
Investments, Mutual Funds
Education
University of Santo Tomas
Bachelor of Science (B.S.), Business Administration, Management and Operations
Matthew Ng Matthew Ng's World Financial Group (WFG) Experience July 2005 - August 2007
Job Founder / Product Manager / Sales
Industry Marketing and Advertising
Experience
New Smart Ltd January 2012 - Present
Konica Minolta Business Solutions U.S.A., Inc. November 2008 - December 2011
Cardinal Games January 2008 - October 2008
World Financial Group (WFG) July 2005 - August 2007
Cintas June 2004 - December 2005
President January 2003 - July 2004
Skills
Project Management, Management, Social Media, Strategic Planning, Microsoft Office, Sales and Marketing, Video Games, Fitness Training, Fitness Coaching, Leadership Development, Auto Detailing, Customer Support, Entrepreneurship, Consulting
Education
University of Southern California 2000 — 2004
Bachelor of Science, Marshall School of Business - Entreprenuer Studies Emphasis
National Academy of Sports Medicine 2014 — 2014
International Certified Personal Trainer
New Smart Ltd January 2012 - Present
Konica Minolta Business Solutions U.S.A., Inc. November 2008 - December 2011
Cardinal Games January 2008 - October 2008
World Financial Group (WFG) July 2005 - August 2007
Cintas June 2004 - December 2005
President January 2003 - July 2004
Skills
Project Management, Management, Social Media, Strategic Planning, Microsoft Office, Sales and Marketing, Video Games, Fitness Training, Fitness Coaching, Leadership Development, Auto Detailing, Customer Support, Entrepreneurship, Consulting
Education
University of Southern California 2000 — 2004
Bachelor of Science, Marshall School of Business - Entreprenuer Studies Emphasis
National Academy of Sports Medicine 2014 — 2014
International Certified Personal Trainer
Kim Chi Le Kim Chi Le's World Financial Group (WFG) Experience April 2014 - Present
Job Accountant at Providence Health & Services
Industry Accounting
Experience
Providence Health & Services December 2014 - Present
World Financial Group (WFG) April 2014 - Present
Waste Management July 2014 - August 2014
The Salvation Army April 2003 - May 2014
Skills
Accounting, Finance, Account Reconciliation, Financial Statements, Accounts Payable, Accounts Receivable, Auditing, Bank Reconciliation, Financial Accounting, Internal Audit
Education
University of Phoenix 2005 — 2009
Bachelor's Degree, BSA - Accounting, 3.5
University of Phoenix
Bachelor of Arts (B.A.), Accounting and Finance
Providence Health & Services December 2014 - Present
World Financial Group (WFG) April 2014 - Present
Waste Management July 2014 - August 2014
The Salvation Army April 2003 - May 2014
Skills
Accounting, Finance, Account Reconciliation, Financial Statements, Accounts Payable, Accounts Receivable, Auditing, Bank Reconciliation, Financial Accounting, Internal Audit
Education
University of Phoenix 2005 — 2009
Bachelor's Degree, BSA - Accounting, 3.5
University of Phoenix
Bachelor of Arts (B.A.), Accounting and Finance
Douglas Hsia Douglas Hsia's World Financial Group (WFG) Experience September 2014 - March 2015
Job Customer relationship and teamwork
Industry Financial Services
Experience
Toyota Sunnyvale April 2015 - Present
World Financial Group (WFG) September 2014 - March 2015
WLH International Ltd November 1984 - February 2012
Skills
Hospitality, Strategic Planning, Business Planning, Negotiation, Marketing Strategy, Customer Service, Sales, Management, New Business Development, Business Strategy, Event Planning, Sales Management, Budgets, Public Speaking
Education
University of Southern California 1976 — 1980
Bachelor of Science, Business Administration, Business Finance, 3.0
Promatch
Promatch
Promatch
Toyota Sunnyvale April 2015 - Present
World Financial Group (WFG) September 2014 - March 2015
WLH International Ltd November 1984 - February 2012
Skills
Hospitality, Strategic Planning, Business Planning, Negotiation, Marketing Strategy, Customer Service, Sales, Management, New Business Development, Business Strategy, Event Planning, Sales Management, Budgets, Public Speaking
Education
University of Southern California 1976 — 1980
Bachelor of Science, Business Administration, Business Finance, 3.0
Promatch
Promatch
Promatch
Larry Capangpangan Larry Capangpangan's World Financial Group (WFG) Experience January 2013 - December 2013
Job Public Adjuster ( Metro Public Adjustment Inc.)
Industry Legal Services
Experience
Adecco Group August 2014 - Present
Distek, Inc. May 2013 - March 2014
Heartland Institute of Financial Education February 2013 - December 2013
World Financial Group (WFG) January 2013 - December 2013
Weichert Realtors 2011 - December 2013
Metro Public Adjustment, Inc. 2011 - December 2013
New York Life Insurance Company January 2012 - December 2012
McMaster-Carr July 2004 - June 2012
Gardners book May 2000 - March 2004
Philippine Garment Corp. May 1999 - February 2000
Skills
Supply Chain Management, Logistics, Lean Manufacturing, Process Improvement, Negotiation, Microsoft Excel, Customer Service, Sales Management, Microsoft Office, Microsoft Word, New Business Development, Coaching, Software Documentation, Sales, Sourcing, Manufacturing, Risk Management, Operations Management, Contract Negotiation, Training, Real Estate, Leadership, Business Planning, Budgets, Real Estate Transactions
Education
University of Santo Tomas 1989 — 1993
BSC, Commerce
Penn Foster College 2008 — 2012
Associate, Industrial Engineering
sussex down college, UK 2001 — 2003
Diploma, Retailing and Distribution diploma
Adecco Group August 2014 - Present
Distek, Inc. May 2013 - March 2014
Heartland Institute of Financial Education February 2013 - December 2013
World Financial Group (WFG) January 2013 - December 2013
Weichert Realtors 2011 - December 2013
Metro Public Adjustment, Inc. 2011 - December 2013
New York Life Insurance Company January 2012 - December 2012
McMaster-Carr July 2004 - June 2012
Gardners book May 2000 - March 2004
Philippine Garment Corp. May 1999 - February 2000
Skills
Supply Chain Management, Logistics, Lean Manufacturing, Process Improvement, Negotiation, Microsoft Excel, Customer Service, Sales Management, Microsoft Office, Microsoft Word, New Business Development, Coaching, Software Documentation, Sales, Sourcing, Manufacturing, Risk Management, Operations Management, Contract Negotiation, Training, Real Estate, Leadership, Business Planning, Budgets, Real Estate Transactions
Education
University of Santo Tomas 1989 — 1993
BSC, Commerce
Penn Foster College 2008 — 2012
Associate, Industrial Engineering
sussex down college, UK 2001 — 2003
Diploma, Retailing and Distribution diploma
Joanne Thimot Joanne Thimot's World Financial Group (WFG) Experience March 2012 - Present
Job Property Manager at Waypoint Homes
Industry Financial Services
Experience
World Financial Group (WFG) March 2012 - Present
Blue Rock Partners, LLC May 2010 - Present
Contravest Management January 2010 - June 2010
Coldwell Banker Residential Real Estate April 2008 - January 2010
United Landmark Associates May 2009 - September 2009
Skills
Teamwork, Social Media Marketing, Advertising, Strategy, Marketing, Marketing Research, Newsletters, Business Planning, Marketing Strategy, Investments, SEO, Market Research, Community Outreach, Sales, Real Estate
Education
University of South Florida 2004 — 2010
Bachelor of Arts (B.A.), International Studies & Communication, Minor: Marketing
World Financial Group (WFG) March 2012 - Present
Blue Rock Partners, LLC May 2010 - Present
Contravest Management January 2010 - June 2010
Coldwell Banker Residential Real Estate April 2008 - January 2010
United Landmark Associates May 2009 - September 2009
Skills
Teamwork, Social Media Marketing, Advertising, Strategy, Marketing, Marketing Research, Newsletters, Business Planning, Marketing Strategy, Investments, SEO, Market Research, Community Outreach, Sales, Real Estate
Education
University of South Florida 2004 — 2010
Bachelor of Arts (B.A.), International Studies & Communication, Minor: Marketing
Christopher Spires Christopher Spires's World Financial Group (WFG) Experience 2012 - 2013
Job Accountant at Spires & Associates, P.A.
Industry Accounting
Experience
Spires & Associates, P.A. August 2010 - Present
World Financial Group (WFG) 2012 - 2013
Skills
1120-H & 1040 Tax..., Condo & HOA Financial..., Condo & HOA Auditor, General Ledger, Financial Accounting, Financial Reporting, Accounting, Account Reconciliation, Auditing, GAAP, Journal Entries, Financial Statements, Accruals, Tax Preparation, Bank Reconciliation, Budgets, Tax, Tax Returns, Tax Accounting, Cash Flow
Education
University of South Florida 2004 — 2010
Bachelor of Science (BS), Accounting
Spires & Associates, P.A. August 2010 - Present
World Financial Group (WFG) 2012 - 2013
Skills
1120-H & 1040 Tax..., Condo & HOA Financial..., Condo & HOA Auditor, General Ledger, Financial Accounting, Financial Reporting, Accounting, Account Reconciliation, Auditing, GAAP, Journal Entries, Financial Statements, Accruals, Tax Preparation, Bank Reconciliation, Budgets, Tax, Tax Returns, Tax Accounting, Cash Flow
Education
University of South Florida 2004 — 2010
Bachelor of Science (BS), Accounting
eunice howard eunice howard's World Financial Group (WFG) Experience March 2010 - Present
Job Consulting Your Comfortable Retirement
Industry Financial Services
Experience
CH Retirement Consulting LLC April 2015 - Present
World Financial Group (WFG) March 2010 - Present
IFA December 2008 - March 2010
Skills
Strategic Planning, Management, Budgets, Market Research
Education
University of South Alabama
computer science
CH Retirement Consulting LLC April 2015 - Present
World Financial Group (WFG) March 2010 - Present
IFA December 2008 - March 2010
Skills
Strategic Planning, Management, Budgets, Market Research
Education
University of South Alabama
computer science
Jun Perucho's World Financial Group (WFG) Experience February 2012 - Present
Job Designer Events
Industry Events Services
Experience
MGM Resorts International October 2014 - Present
World Financial Group (WFG) February 2012 - Present
Ayala Land International Marketing, Inc. March 2012 - May 2013
AY-GB Milpitas, LLC June 2009 - February 2011
JRI, Inc. October 2009 - February 2010
Ayala Land, Inc. February 2000 - February 2002
Ayala Land, Inc. August 1999 - February 2000
teruel and associates March 1997 - February 1999
Skills
Marketing, Event Management, Public Relations, Market Research, Customer Service, Real Estate, Project Planning, Budgets, Direct Marketing, Account Management, Construction
Education
University of San Agustín 2002 — 2007
Bachelor of Science (BS), Architecture
University of Santo Tomas 2000 — 2002
Bachelor of Science (BS), Engineering
MGM Resorts International October 2014 - Present
World Financial Group (WFG) February 2012 - Present
Ayala Land International Marketing, Inc. March 2012 - May 2013
AY-GB Milpitas, LLC June 2009 - February 2011
JRI, Inc. October 2009 - February 2010
Ayala Land, Inc. February 2000 - February 2002
Ayala Land, Inc. August 1999 - February 2000
teruel and associates March 1997 - February 1999
Skills
Marketing, Event Management, Public Relations, Market Research, Customer Service, Real Estate, Project Planning, Budgets, Direct Marketing, Account Management, Construction
Education
University of San Agustín 2002 — 2007
Bachelor of Science (BS), Architecture
University of Santo Tomas 2000 — 2002
Bachelor of Science (BS), Engineering
Maria Griselda Carbon Maria Griselda Carbon's World Financial Group (WFG) Experience 2014 - Present
Job Financial Services Professional
Industry Investment Management
Experience
World Financial Group (WFG) 2014 - Present
Primerica June 2011 - 2014
Softron Tax February 2013 - May 2013
TD Waterhouse 2002 - 2010
Royal Bank of Canada 2001 - 2001
Petron Corporation 1996 - 2001
Petron Corporation 1991 - 1996
Wrigley Philippines Inc. 1991 - 1991
Wrigley Philiippines Inc. 1988 - 1991
Skills
Fixed Assets, Auditing, Account Reconciliation, Accounting, Financial Accounting, Financial Statements, Tax, Strategic Financial..., Analysis, Variance Analysis, Finance, Bank Reconciliation, Bookkeeping, Management, Wealth Management, Financial Services, Financial Planning
Education
CSI 2009 — 2010
Canadian Securities Course
CGA Ontario 2004 — 2004
Accounting designation
St. Joseph's College, Quezon City
University of Santo Tomas
B.S.Commerce, Major in Accounting
World Financial Group (WFG) 2014 - Present
Primerica June 2011 - 2014
Softron Tax February 2013 - May 2013
TD Waterhouse 2002 - 2010
Royal Bank of Canada 2001 - 2001
Petron Corporation 1996 - 2001
Petron Corporation 1991 - 1996
Wrigley Philippines Inc. 1991 - 1991
Wrigley Philiippines Inc. 1988 - 1991
Skills
Fixed Assets, Auditing, Account Reconciliation, Accounting, Financial Accounting, Financial Statements, Tax, Strategic Financial..., Analysis, Variance Analysis, Finance, Bank Reconciliation, Bookkeeping, Management, Wealth Management, Financial Services, Financial Planning
Education
CSI 2009 — 2010
Canadian Securities Course
CGA Ontario 2004 — 2004
Accounting designation
St. Joseph's College, Quezon City
University of Santo Tomas
B.S.Commerce, Major in Accounting
Karen Pasion's World Financial Group (WFG) Experience March 2014 - Present
Job Associate at World Financial Group (WFG)
Industry Hospital & Health Care
Experience
World Financial Group (WFG) March 2014 - Present
Toogle, Inc.affiliated with CORES Management, Inc. February 2014 - Present
Sodexo January 2006 - June 2013
Long Beach Memorial Medical Center August 2001 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Office, Management
Education
University of Phoenix 1989 — 1990
Business Administration, Management and Operations
Arroyo Grande High School
World Financial Group (WFG) March 2014 - Present
Toogle, Inc.affiliated with CORES Management, Inc. February 2014 - Present
Sodexo January 2006 - June 2013
Long Beach Memorial Medical Center August 2001 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Office, Management
Education
University of Phoenix 1989 — 1990
Business Administration, Management and Operations
Arroyo Grande High School
Les Smith's World Financial Group (WFG) Experience May 2015 - Present
Job Consultant at World Financial Group
Industry Publishing
Experience
World Financial Group (WFG) May 2015 - Present
Bankers Life and Casualty Co May 2014 - May 2015
Sheriff's Office August 1984 - January 2013
Criminal Justice on Demand March 2010 - September 2012
Skills
Supervised in..., Supervised in Booking, Supervised in Courtroom..., Magazines, Training, Public Speaking, Project Planning, Leadership, Advertising, Publishing, Social Media Marketing, Strategic Planning, New Business Development, Customer Service, Sales, Management, Negotiation, Marketing Strategy, Public Relations, Team Building, Leadership Development, Event Management, Online Advertising, Editing, Small Business, Sales Management, Marketing, Social Media, Budgets, Program Management, Online Publishing, Business Development, Fundraising, Business Planning, Social Networking, Event Planning, Marketing Communications, Team Leadership, Project Management, Coaching, Insurance, Email Marketing, Entrepreneurship, Online Marketing, Contract Negotiation, Nonprofits, Organizational..., Research, Microsoft Office, Blogging
Education
University of Richmond 2005 — 2007
Masters of Science, Human Resource Management
St. Pauls College 1979 — 1983
Batchelor of Science, Business Administration
Indian River High
World Financial Group (WFG) May 2015 - Present
Bankers Life and Casualty Co May 2014 - May 2015
Sheriff's Office August 1984 - January 2013
Criminal Justice on Demand March 2010 - September 2012
Skills
Supervised in..., Supervised in Booking, Supervised in Courtroom..., Magazines, Training, Public Speaking, Project Planning, Leadership, Advertising, Publishing, Social Media Marketing, Strategic Planning, New Business Development, Customer Service, Sales, Management, Negotiation, Marketing Strategy, Public Relations, Team Building, Leadership Development, Event Management, Online Advertising, Editing, Small Business, Sales Management, Marketing, Social Media, Budgets, Program Management, Online Publishing, Business Development, Fundraising, Business Planning, Social Networking, Event Planning, Marketing Communications, Team Leadership, Project Management, Coaching, Insurance, Email Marketing, Entrepreneurship, Online Marketing, Contract Negotiation, Nonprofits, Organizational..., Research, Microsoft Office, Blogging
Education
University of Richmond 2005 — 2007
Masters of Science, Human Resource Management
St. Pauls College 1979 — 1983
Batchelor of Science, Business Administration
Indian River High
Edmundo Lungay Edmundo Lungay's World Financial Group (WFG) Experience June 2011 - Present
Job Independent Human Resources Professional
Industry Human Resources
Experience
World Financial Group (WFG) June 2011 - Present
Bukidnon State University June 2004 - March 2005
Bukidnon State University June 1981 - July 2004
Bukidnon State University June 2000 - March 2004
Skills
Project Planning, Feasibility Studies, Technical Writing, Training & Development, Strategic Thinking, Organizational..., Computer Science, Radio Broadcasting, Driving, Employee Training, Leadership, Government, Strategic Planning, Policy, Administration, Staff Development, Teaching, Employee Relations, Marketing, Research, Coaching, Human Resources, Program Management, Training, Management, Public Relations, Recruiting, Team Building
Education
University of San Jose - Recoletos 1992 — 1996
Doctor in Management, Human Resources Management
Bukidnon State University 1979 — 1991
Master of Arts, Educational Administration
Micropower Career Institute
World Financial Group (WFG) June 2011 - Present
Bukidnon State University June 2004 - March 2005
Bukidnon State University June 1981 - July 2004
Bukidnon State University June 2000 - March 2004
Skills
Project Planning, Feasibility Studies, Technical Writing, Training & Development, Strategic Thinking, Organizational..., Computer Science, Radio Broadcasting, Driving, Employee Training, Leadership, Government, Strategic Planning, Policy, Administration, Staff Development, Teaching, Employee Relations, Marketing, Research, Coaching, Human Resources, Program Management, Training, Management, Public Relations, Recruiting, Team Building
Education
University of San Jose - Recoletos 1992 — 1996
Doctor in Management, Human Resources Management
Bukidnon State University 1979 — 1991
Master of Arts, Educational Administration
Micropower Career Institute
Allan Francisco Avila Allan Francisco Avila's World Financial Group (WFG) Experience September 2011 - September 2014
Job Instructional Provider at ENGAGE 360 Summer Program
Industry Education Management
Experience
Tustin USD Early Special Education March 2015 - Present
Santa Ana USD ENGAGE 360 Extended Learning Program January 2015 - Present
Santa Ana USD ENGAGE 360 Summer Program June 2015 - July 2015
THINK Together August 2014 - December 2014
World Financial Group (WFG) September 2011 - September 2014
Umicore January 2000 - March 2009
OM Group 1999 - 2000
F.E. Zuellig (M) Inc 1996 - 1999
FE Zuellig (M) Inc January 1993 - January 1996
Ms Cute Children's Wear September 1990 - May 1994
Skills
Active Listening, Speaking, Social Perceptiveness, Critical Thinking, Coordination, Learning Strategies, Monitoring, Cross-functional Team..., Account Management, Product Development, Strategic Planning, Sales Management, Business Strategy, New Business Development, Sales, Life Insurance, Fixed Annuities, Semiconductors, Term Life Insurance, Retirement Planning, Disability Insurance, 401k, Retirement, Insurance
Education
University of Santo Tomas 1985 — 1989
Bachelor of Arts (B.A.), Journalism
Chevalier School AngelesCity, Phils. 1974 — 1981
Tustin USD Early Special Education March 2015 - Present
Santa Ana USD ENGAGE 360 Extended Learning Program January 2015 - Present
Santa Ana USD ENGAGE 360 Summer Program June 2015 - July 2015
THINK Together August 2014 - December 2014
World Financial Group (WFG) September 2011 - September 2014
Umicore January 2000 - March 2009
OM Group 1999 - 2000
F.E. Zuellig (M) Inc 1996 - 1999
FE Zuellig (M) Inc January 1993 - January 1996
Ms Cute Children's Wear September 1990 - May 1994
Skills
Active Listening, Speaking, Social Perceptiveness, Critical Thinking, Coordination, Learning Strategies, Monitoring, Cross-functional Team..., Account Management, Product Development, Strategic Planning, Sales Management, Business Strategy, New Business Development, Sales, Life Insurance, Fixed Annuities, Semiconductors, Term Life Insurance, Retirement Planning, Disability Insurance, 401k, Retirement, Insurance
Education
University of Santo Tomas 1985 — 1989
Bachelor of Arts (B.A.), Journalism
Chevalier School AngelesCity, Phils. 1974 — 1981
Ann Venus Ann Venus's World Financial Group (WFG) Experience November 2014 - Present
Job Chief Estimator at Brookside Painting, Inc
Industry Construction
Experience
World Financial Group (WFG) November 2014 - Present
Brookside Painting, Inc February 2005 - Present
Skills
Construction Management, Construction, Pre-construction, Value Engineering, Change Orders, Renovation, Contractors, Project Estimation, Project Bidding, Estimates, Subcontracting, Submittals, Contract Management, Process Scheduler, LEED, Constructability, Green Building, Contract Negotiation, CPM Scheduling, Concrete, Cost Control, Cost Management, Design-Build, Primavera P6, Business Strategy, Entrepreneurship, Financial Planning, Financial Services
Education
University of Santo Tomas 1990 — 1995
BS Architecture, Architectural and Building Sciences/Technology
World Financial Group (WFG) November 2014 - Present
Brookside Painting, Inc February 2005 - Present
Skills
Construction Management, Construction, Pre-construction, Value Engineering, Change Orders, Renovation, Contractors, Project Estimation, Project Bidding, Estimates, Subcontracting, Submittals, Contract Management, Process Scheduler, LEED, Constructability, Green Building, Contract Negotiation, CPM Scheduling, Concrete, Cost Control, Cost Management, Design-Build, Primavera P6, Business Strategy, Entrepreneurship, Financial Planning, Financial Services
Education
University of Santo Tomas 1990 — 1995
BS Architecture, Architectural and Building Sciences/Technology
Steven Starks Steven Starks's World Financial Group (WFG) Experience October 2011 - Present
Job Life Insurance Agent at World Financial Group (WFG)
Industry Financial Services
Experience
Organo Gold (California) December 2014 - Present
World Financial Group (WFG) October 2011 - Present
Greenfield Union School District August 2008 - June 2010
Monterey Peninsula Unified School District August 1995 - June 2008
Starks Enterprises Inc. January 1992 - January 2002
Skills
Strategic Planning, Marketing Strategy, Sales Management, Microsoft Word, Public Speaking, Time Management
Education
Ashford University 2013 — 2015
Master of Business Administration (MBA), Finance, General
AIU Online 2008 — 2010
Master of Education (M.Ed.), Educational Leadership and Administration, General
University of San Francisco 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Monterey high school. 1982 — 1986
High School Diploma
Organo Gold (California) December 2014 - Present
World Financial Group (WFG) October 2011 - Present
Greenfield Union School District August 2008 - June 2010
Monterey Peninsula Unified School District August 1995 - June 2008
Starks Enterprises Inc. January 1992 - January 2002
Skills
Strategic Planning, Marketing Strategy, Sales Management, Microsoft Word, Public Speaking, Time Management
Education
Ashford University 2013 — 2015
Master of Business Administration (MBA), Finance, General
AIU Online 2008 — 2010
Master of Education (M.Ed.), Educational Leadership and Administration, General
University of San Francisco 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Monterey high school. 1982 — 1986
High School Diploma
Jonathan Enriquez Jonathan Enriquez's World Financial Group (WFG) Experience 2002 - 2002
Job VP of Operations at Aetna
Industry Insurance
Experience
Aetna September 2013 - Present
Aetna September 2013 - April 2014
HSCSN September 2009 - September 2013
HSCSN September 2009 - June 2011
WellCare 2007 - 2009
Tampa General Hospital May 2002 - May 2007
Cydcor 2003 - 2003
Sacino's Formalwear June 1998 - June 2002
World Financial Group (WFG) 2002 - 2002
Prudential Financial 2001 - 2001
Skills
Managed Care, Contract Negotiation, Medicaid, Healthcare, Network Development, Provider Relations, Process Improvement, Team Building, Hospitals, Negotiation, Strategic Planning, Compliance, Medicare, Provider Contracting, Public Relations, PPO, Data Analysis, Credentialing, Health Policy, HMO, Leadership, Healthcare Industry, Utilization Management, Healthcare Consulting, Physicians, Revenue Cycle
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
MBA, Business
University of South Florida 1998 — 2003
BA
Aetna September 2013 - Present
Aetna September 2013 - April 2014
HSCSN September 2009 - September 2013
HSCSN September 2009 - June 2011
WellCare 2007 - 2009
Tampa General Hospital May 2002 - May 2007
Cydcor 2003 - 2003
Sacino's Formalwear June 1998 - June 2002
World Financial Group (WFG) 2002 - 2002
Prudential Financial 2001 - 2001
Skills
Managed Care, Contract Negotiation, Medicaid, Healthcare, Network Development, Provider Relations, Process Improvement, Team Building, Hospitals, Negotiation, Strategic Planning, Compliance, Medicare, Provider Contracting, Public Relations, PPO, Data Analysis, Credentialing, Health Policy, HMO, Leadership, Healthcare Industry, Utilization Management, Healthcare Consulting, Physicians, Revenue Cycle
Education
University of Tampa - John H. Sykes College of Business 2009 — 2011
MBA, Business
University of South Florida 1998 — 2003
BA
Michael Cordero's World Financial Group (WFG) Experience 1996 - 2002
Job Broker/CEO, Cordero Capital Partners Inc.
Industry Real Estate
Experience
Cordero Capital Partners Inc. / CCP Investment Properties LLC October 2003 - Present
WebEx Communications 2000 - 2002
World Financial Group (WFG) 1996 - 2002
Netcurrents 1999 - 2000
Andersen Consulting (Accenture) 1996 - 1998
Intersececurities, Inc. 1994 - 1996
MR&A Field and Tab 1992 - 1996
Echelon Group 1994 - 1995
Fortis Investors 1993 - 1994
Skills
Finance, Private Equity, Commercial Real Estate, Funding, Due Diligence, Start-ups, Financial Analysis, Real Estate, Equities, Commercial Lending, Joint Ventures, Mezzanine, Loans, Real Estate Financing, Sales, REO, Investments, Residential Homes, Brokerage, Asset Management, Property, Investment Properties, Real Estate Development, Selling, Investors, Real Estate Economics, Real Estate Transactions, Valuation, Mortgage Lending, Property Management, Foreclosures
Education
University of San Francisco 1993 — 1995
B.S. Business Administration, Finance
Cordero Capital Partners Inc. / CCP Investment Properties LLC October 2003 - Present
WebEx Communications 2000 - 2002
World Financial Group (WFG) 1996 - 2002
Netcurrents 1999 - 2000
Andersen Consulting (Accenture) 1996 - 1998
Intersececurities, Inc. 1994 - 1996
MR&A Field and Tab 1992 - 1996
Echelon Group 1994 - 1995
Fortis Investors 1993 - 1994
Skills
Finance, Private Equity, Commercial Real Estate, Funding, Due Diligence, Start-ups, Financial Analysis, Real Estate, Equities, Commercial Lending, Joint Ventures, Mezzanine, Loans, Real Estate Financing, Sales, REO, Investments, Residential Homes, Brokerage, Asset Management, Property, Investment Properties, Real Estate Development, Selling, Investors, Real Estate Economics, Real Estate Transactions, Valuation, Mortgage Lending, Property Management, Foreclosures
Education
University of San Francisco 1993 — 1995
B.S. Business Administration, Finance
Charles Velasco's World Financial Group (WFG) Experience October 2014 - Present
Job Senior Marketing Director
Industry Financial Services
Experience
World Financial Group (WFG) October 2014 - Present
World Financial Group (WFG) October 2014 - Present
Education
University of San Francisco 2012 — 2016
Bachelor's Degree, Entrepreneurship and Innovation, Junior
World Financial Group (WFG) October 2014 - Present
World Financial Group (WFG) October 2014 - Present
Education
University of San Francisco 2012 — 2016
Bachelor's Degree, Entrepreneurship and Innovation, Junior
Oscar Africa Oscar Africa's World Financial Group (WFG) Experience June 2013 - Present
Job Services
Industry Individual & Family Services
Experience
World Financial Group (WFG) June 2013 - Present
Exit Realty May 2012 - Present
Polo Ralph Lauren 2007 - 2012
Skills
Essbase, Inventory Management, Cost Accounting, SAP, Financial Reporting, Microsoft Excel, Accounting, Movex
Education
University of Santo Tomas 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
World Financial Group (WFG) June 2013 - Present
Exit Realty May 2012 - Present
Polo Ralph Lauren 2007 - 2012
Skills
Essbase, Inventory Management, Cost Accounting, SAP, Financial Reporting, Microsoft Excel, Accounting, Movex
Education
University of Santo Tomas 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Marichu Echavez Marichu Echavez's World Financial Group (WFG) Experience June 2010 - October 2013
Job Staff Accountant
Industry Financial Services
Experience
Ouzer and Associates 2013 - Present
World Financial Group (WFG) June 2010 - October 2013
MJE Real Estate Sales and Marketing 2005 - 2007
Robinsons Land Corporation January 2001 - December 2004
Skills
Marketing Strategy, Investments, Social Media Marketing, Financial Services, Strategy, Sales, Business Planning, Business Development, Management, Small Business, Marketing, Sales Management, Strategic Planning, Negotiation, Insurance, Start-ups
Education
Westwood College-Los Angeles 2008 — 2009
Master's degree, Business Administration and Management, General
University of San Jose - Recoletos 1982 — 1986
Bachelor of Science in Commerce, Accounting
Minglanilla Gullas High School 1978 — 1982
High School
Ouzer and Associates 2013 - Present
World Financial Group (WFG) June 2010 - October 2013
MJE Real Estate Sales and Marketing 2005 - 2007
Robinsons Land Corporation January 2001 - December 2004
Skills
Marketing Strategy, Investments, Social Media Marketing, Financial Services, Strategy, Sales, Business Planning, Business Development, Management, Small Business, Marketing, Sales Management, Strategic Planning, Negotiation, Insurance, Start-ups
Education
Westwood College-Los Angeles 2008 — 2009
Master's degree, Business Administration and Management, General
University of San Jose - Recoletos 1982 — 1986
Bachelor of Science in Commerce, Accounting
Minglanilla Gullas High School 1978 — 1982
High School
Lee Chenevert Lee Chenevert's World Financial Group (WFG) Experience 1997 - 1999
Job Senior Auditor at Centers for Disease Control and Prevention
Industry Accounting
Experience
Centers for Disease Control and Prevention November 2013 - Present
FM Talent Source December 2012 - Present
Self-Employed January 2010 - Present
CEPPro Services, Inc. 2006 - 2010
FDIC Office of Inspector General February 1991 - December 2005
World Financial Group (WFG) 1997 - 1999
RTC/FDIC January 1991 - December 1995
Defense Contract Audit Agency January 1985 - January 1991
Auster and Joyner, LLC January 1982 - January 1985
Skills
Trend Analysis, Internal Audit, Customer Relations, Strong "Make it or..., Contract Management, Creative Analytical..., Leadership, Train Others, Economy and Efficiency..., Identify Opportunities...
Education
University of South Alabama 1968 — 1972
BS, Accounting
Ben C. Rain High School
High school diploma
Centers for Disease Control and Prevention November 2013 - Present
FM Talent Source December 2012 - Present
Self-Employed January 2010 - Present
CEPPro Services, Inc. 2006 - 2010
FDIC Office of Inspector General February 1991 - December 2005
World Financial Group (WFG) 1997 - 1999
RTC/FDIC January 1991 - December 1995
Defense Contract Audit Agency January 1985 - January 1991
Auster and Joyner, LLC January 1982 - January 1985
Skills
Trend Analysis, Internal Audit, Customer Relations, Strong "Make it or..., Contract Management, Creative Analytical..., Leadership, Train Others, Economy and Efficiency..., Identify Opportunities...
Education
University of South Alabama 1968 — 1972
BS, Accounting
Ben C. Rain High School
High school diploma
Armand Tolentino Armand Tolentino's World Financial Group (WFG) Experience April 2014 - Present
Job Trainee at World Financial Group (WFG)
Industry Information Technology and Services
Experience
World Financial Group (WFG) April 2014 - Present
Lyft July 2013 - August 2013
NetXperts February 2012 - August 2012
DocuTech March 2010 - April 2011
Sears Home Delivery July 2008 - September 2008
Nelson Staffing Solutions November 2004 - June 2007
Kragen Auto Parts January 2001 - January 2005
Skills
Customer Service, Troubleshooting, Windows, Microsoft Office, Microsoft Excel, Process Improvement, Security, Management, SQL, Windows Server, Project Management, System Administration, Networking, Windows 7, Computer Hardware, Program Management, Software Documentation, Active Directory, Business Analysis, Information Technology, Technical Support, Change Management, Access, Training, Databases, XP, Leadership, Vendor Management, VMware, Cloud Computing, Network Administration, Network Security, Analysis, Visio, SDLC, Servers, Disaster Recovery, Operating Systems, Software Installation, SharePoint, Cisco Technologies, DHCP, DNS, Hardware, Laptops, Microsoft Exchange, Telecommunications, Testing, VPN, Wireless Networking
Education
ITT Technical Institute 2009 — 2011
Associate of Arts (A.A.), Information Technology-Computer Network Systems, 3.98
University of Phoenix 2004 — 2006
Bachelor of Science Degree, Business Administration
World Financial Group (WFG) April 2014 - Present
Lyft July 2013 - August 2013
NetXperts February 2012 - August 2012
DocuTech March 2010 - April 2011
Sears Home Delivery July 2008 - September 2008
Nelson Staffing Solutions November 2004 - June 2007
Kragen Auto Parts January 2001 - January 2005
Skills
Customer Service, Troubleshooting, Windows, Microsoft Office, Microsoft Excel, Process Improvement, Security, Management, SQL, Windows Server, Project Management, System Administration, Networking, Windows 7, Computer Hardware, Program Management, Software Documentation, Active Directory, Business Analysis, Information Technology, Technical Support, Change Management, Access, Training, Databases, XP, Leadership, Vendor Management, VMware, Cloud Computing, Network Administration, Network Security, Analysis, Visio, SDLC, Servers, Disaster Recovery, Operating Systems, Software Installation, SharePoint, Cisco Technologies, DHCP, DNS, Hardware, Laptops, Microsoft Exchange, Telecommunications, Testing, VPN, Wireless Networking
Education
ITT Technical Institute 2009 — 2011
Associate of Arts (A.A.), Information Technology-Computer Network Systems, 3.98
University of Phoenix 2004 — 2006
Bachelor of Science Degree, Business Administration
Amrit Baboolal's World Financial Group (WFG) Experience August 2011 - September 2012
Job Project Manager at Mikes Industrial Services Inc
Industry Computer Software
Experience
Mikes Industrial Services Inc January 2014 - Present
Object Lounge, LLC July 2013 - Present
WellCare October 2012 - July 2013
World Financial Group (WFG) August 2011 - September 2012
NFS Financial Services May 2007 - June 2011
Scottrade December 2005 - May 2007
Skills
Insurance, Sales, Training, Microsoft Office, Customer Service, Budgets, Process Improvement, Human Resources, Leadership, Life Insurance, Real Estate, Management, PowerPoint, Sales Management, Securities, FLMA, Indexed Annuities, Office Administration, Outlook, Coaching, Team Building, Benefits Administration, Critical Thinking, Marketing, Oracle SQL Developer, Illustrator, Visual Studio Team..., ADP Payroll, Payroll Administration, Calyx Point, HP Quality Center, SnagIt, Toad, Analytics, Financial Analysis
Education
University of South Florida - College of Business Administration 2005 — 2008
Bachelor's degree, Finance, General
University of South Florida
Mikes Industrial Services Inc January 2014 - Present
Object Lounge, LLC July 2013 - Present
WellCare October 2012 - July 2013
World Financial Group (WFG) August 2011 - September 2012
NFS Financial Services May 2007 - June 2011
Scottrade December 2005 - May 2007
Skills
Insurance, Sales, Training, Microsoft Office, Customer Service, Budgets, Process Improvement, Human Resources, Leadership, Life Insurance, Real Estate, Management, PowerPoint, Sales Management, Securities, FLMA, Indexed Annuities, Office Administration, Outlook, Coaching, Team Building, Benefits Administration, Critical Thinking, Marketing, Oracle SQL Developer, Illustrator, Visual Studio Team..., ADP Payroll, Payroll Administration, Calyx Point, HP Quality Center, SnagIt, Toad, Analytics, Financial Analysis
Education
University of South Florida - College of Business Administration 2005 — 2008
Bachelor's degree, Finance, General
University of South Florida
Satira Haynes's World Financial Group (WFG) Experience January 2014 - Present
Job Financial Coach•Life Coach•Speaker
Industry Financial Services
Experience
World Financial Group (WFG) January 2014 - Present
Satira R. Haynes, Intl. December 2011 - Present
Bydesign March 2000 - Present
Skills
Data Analysis, Public Speaking, Team Building, Business Analysis, Entrepreneurship, Leadership, Team Leadership, Training, Management, Account Management, Process Improvement, Strategic Planning, Social Networking, Sales, Marketing, Social Media, CRM, Customer Service
Education
University of South Florida
World Financial Group (WFG) January 2014 - Present
Satira R. Haynes, Intl. December 2011 - Present
Bydesign March 2000 - Present
Skills
Data Analysis, Public Speaking, Team Building, Business Analysis, Entrepreneurship, Leadership, Team Leadership, Training, Management, Account Management, Process Improvement, Strategic Planning, Social Networking, Sales, Marketing, Social Media, CRM, Customer Service
Education
University of South Florida
Catherine J. Dragon, PharmD, BCPS, CGP, CCP's World Financial Group (WFG) Experience May 2013 - Present
Job Director, Clinical Services USciences, Phila, PA
Industry Higher Education
Experience
World Financial Group (WFG) May 2013 - Present
World Financial Group (WFG) April 2013 - Present
Cape Regional Medical Center August 2010 - Present
Dragon Pharmacy Consulting Services May 2008 - Present
University of the Sciences in Philadelphia July 1996 - Present
Skills
Clinical Pharmacy, Personal Training, Fitness, Medical Writing, Board Certified..., Certified Geriatric..., Certified Consultant..., Clinical Research, Pharmaceutical Industry, Healthcare, Pharmacy, Managed Care, Pharmacists, Biotechnology
Education
University of the Sciences in Philadelphia 1989 — 1991
Doctor of Pharmacy (Pharm.D.)
University of Pittsburgh 1984 — 1989
Bachelor of Science (BS), Pharmacy
World Financial Group (WFG) May 2013 - Present
World Financial Group (WFG) April 2013 - Present
Cape Regional Medical Center August 2010 - Present
Dragon Pharmacy Consulting Services May 2008 - Present
University of the Sciences in Philadelphia July 1996 - Present
Skills
Clinical Pharmacy, Personal Training, Fitness, Medical Writing, Board Certified..., Certified Geriatric..., Certified Consultant..., Clinical Research, Pharmaceutical Industry, Healthcare, Pharmacy, Managed Care, Pharmacists, Biotechnology
Education
University of the Sciences in Philadelphia 1989 — 1991
Doctor of Pharmacy (Pharm.D.)
University of Pittsburgh 1984 — 1989
Bachelor of Science (BS), Pharmacy
Phung Van Tran's World Financial Group (WFG) Experience June 2012 - September 2013
Job Graduate Electrical Engineer at URS Corporation
Industry Electrical/Electronic Manufacturing
Experience
Magic Nails January 2003 - Present
URS Corporation May 2011 - May 2014
World Financial Group (WFG) June 2012 - September 2013
5LINX Enterprises Inc. June 2012 - December 2012
Boat People SOS May 2010 - June 2010
Skills
Matlab, Microsoft Office, C, Programming, C++, Java, AutoCAD, Microstation, Microsoft Excel, SKM PowerTools, Data Management, Access, Life Insurance, Health Insurance
Education
University of South Alabama 2003 — 2009
Bachelor of Science (BS), Electrical and Electronics Engineering
Magic Nails January 2003 - Present
URS Corporation May 2011 - May 2014
World Financial Group (WFG) June 2012 - September 2013
5LINX Enterprises Inc. June 2012 - December 2012
Boat People SOS May 2010 - June 2010
Skills
Matlab, Microsoft Office, C, Programming, C++, Java, AutoCAD, Microstation, Microsoft Excel, SKM PowerTools, Data Management, Access, Life Insurance, Health Insurance
Education
University of South Alabama 2003 — 2009
Bachelor of Science (BS), Electrical and Electronics Engineering
Pinky Paciente's World Financial Group (WFG) Experience January 2011 - Present
Job Financial Services including Retirement, College Planning, Insurance and Entrepreneurship.
Industry Financial Services
Experience
World Financial Group (WFG) January 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Santo Tomas
Bachelor's degree, Business Administration
World Financial Group (WFG) January 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Santo Tomas
Bachelor's degree, Business Administration
Joyce Robertson's World Financial Group (WFG) Experience 2011 - Present
Job Consultant/Writer/Research Paper Revuewer at Robertson Enterprise
Industry Human Resources
Experience
DUI Risk Reduction, LLC October 2014 - Present
Wisdom University April 2012 - Present
Creative professional, strategic thinker and big picture leader January 2011 - Present
World Financial Group (WFG) 2011 - Present
Robertson Enterprise January 1996 - Present
Robertson Enterprise January 1996 - Present
Skills
Health Insurance, Customer Service, Credit, Microsoft Excel, Investments, Microsoft Office, Public Speaking, Retirement, Insurance, Retirement Planning, Financial Services
Education
Wisdom University 2012 — 2013
Doctorate of Biblical Wisdom, Bible/Biblical Studies
University of Pittsburgh 1982 — 1984
Master of Public Administration, Public Administration
DUI Risk Reduction, LLC October 2014 - Present
Wisdom University April 2012 - Present
Creative professional, strategic thinker and big picture leader January 2011 - Present
World Financial Group (WFG) 2011 - Present
Robertson Enterprise January 1996 - Present
Robertson Enterprise January 1996 - Present
Skills
Health Insurance, Customer Service, Credit, Microsoft Excel, Investments, Microsoft Office, Public Speaking, Retirement, Insurance, Retirement Planning, Financial Services
Education
Wisdom University 2012 — 2013
Doctorate of Biblical Wisdom, Bible/Biblical Studies
University of Pittsburgh 1982 — 1984
Master of Public Administration, Public Administration
Laarnie Cordero's World Financial Group (WFG) Experience January 2012 - Present
Job Associate at World Financial Group (WFG)
Industry Investment Management
Experience
World Financial Group (WFG) January 2012 - Present
District 1199c Training and Upgrading Fund April 2004 - Present
Benihana November 2003 - March 2004
Education
University of Santo Tomas 1990 — 1994
Bachelor of Science (BS), Hotel and Restaurant Management
World Financial Group (WFG) January 2012 - Present
District 1199c Training and Upgrading Fund April 2004 - Present
Benihana November 2003 - March 2004
Education
University of Santo Tomas 1990 — 1994
Bachelor of Science (BS), Hotel and Restaurant Management
Ian Panaszewicz's World Financial Group (WFG) Experience January 2013 - Present
Job
Industry Hospitality
Experience
World Financial Group (WFG) January 2013 - Present
West Bay Pilipino Multi-Service Center November 2012 - Present
The Huntington Hotel October 2012 - Present
Education
University of San Francisco 2002 — 2003
Information Technology and Management
World Financial Group (WFG) January 2013 - Present
West Bay Pilipino Multi-Service Center November 2012 - Present
The Huntington Hotel October 2012 - Present
Education
University of San Francisco 2002 — 2003
Information Technology and Management
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Advocare
Amway
ACN
Primerica Financial Services
Ambit Energy
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Tastefully Simple