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
Justin Underwood Justin Underwood's World Financial Group (WFG) Experience March 2015 - Present
Job Let go or be dragged
Industry Automotive
Experience
World Financial Group (WFG) March 2015 - Present
Toyota August 2011 - Present
Skills
Automotive, Continuous Improvement, Customer Service, Marketing, Product Development, Sales Management, Strategic Planning
Education
Moorpark College 2002 — 2005
Associate of Arts (AA), Music
Moorpark College
Associate's degree, Music
World Financial Group (WFG) March 2015 - Present
Toyota August 2011 - Present
Skills
Automotive, Continuous Improvement, Customer Service, Marketing, Product Development, Sales Management, Strategic Planning
Education
Moorpark College 2002 — 2005
Associate of Arts (AA), Music
Moorpark College
Associate's degree, Music
John-Michael Jones, MBA, MMAS John-Michael Jones, MBA, MMAS's World Financial Group (WFG) Experience April 2013 - Present
Job at Dekalb County School District
Industry Education Management
Experience
Better Homes and Gardens Real Estate Metro Brokers September 2013 - Present
Stone Mountain High School August 2013 - Present
World Financial Group (WFG) April 2013 - Present
Delaney Interiors, LLC November 2007 - Present
Phi Beta Sigma Fraternity 1986 - 2014
Duluth High School July 2008 - July 2013
US Navy June 1982 - May 2008
Skills
Navy, Tactics, Military, Security Clearance, Organizational..., Leadership Development, Military Operations, Team Building, Training, Operational Planning, Military Experience, Operations Management, Project Management, Teaching, Microsoft Office, Nonprofits, Staff Development, Event Planning, Program Management, Process Improvement, Army, Flights, Aircraft, Leadership, Government, DoD, Defense, National Security, Weapons, Aviation, Information Assurance, Top Secret, Military Training, Public Speaking, Organizational..., Coaching, Administration, Aerospace, Community Outreach, Readiness
Education
U.S. Army Command & General Staff College/Advanced Military Studies Program 2003 — 2005
M.M.A.S.
National University 1996 — 1998
M.B.A.
Old Dominion University 1983 — 1988
B.S.S.E.
Brooklyn Technical High School 1978 — 1982
Diploma
Better Homes and Gardens Real Estate Metro Brokers September 2013 - Present
Stone Mountain High School August 2013 - Present
World Financial Group (WFG) April 2013 - Present
Delaney Interiors, LLC November 2007 - Present
Phi Beta Sigma Fraternity 1986 - 2014
Duluth High School July 2008 - July 2013
US Navy June 1982 - May 2008
Skills
Navy, Tactics, Military, Security Clearance, Organizational..., Leadership Development, Military Operations, Team Building, Training, Operational Planning, Military Experience, Operations Management, Project Management, Teaching, Microsoft Office, Nonprofits, Staff Development, Event Planning, Program Management, Process Improvement, Army, Flights, Aircraft, Leadership, Government, DoD, Defense, National Security, Weapons, Aviation, Information Assurance, Top Secret, Military Training, Public Speaking, Organizational..., Coaching, Administration, Aerospace, Community Outreach, Readiness
Education
U.S. Army Command & General Staff College/Advanced Military Studies Program 2003 — 2005
M.M.A.S.
National University 1996 — 1998
M.B.A.
Old Dominion University 1983 — 1988
B.S.S.E.
Brooklyn Technical High School 1978 — 1982
Diploma
Shelly Land Shelly Land's World Financial Group (WFG) Experience September 2012 - August 2014
Job You're on your path to greatness
Industry Think Tanks
Experience
Laurent State Farm August 2014 - Present
Bedroom Kandi Boutique Parties June 2012 - Present
Shell'z Cellz n Diva Land January 2000 - Present
Mobile Notary Public, Norfolk, VA January 2000 - Present
Ardyss International July 2010 - July 2015
World Financial Group (WFG) September 2012 - August 2014
Champs Sports August 2007 - March 2009
Security First Funding/Dr. Michael Vaughan January 2006 - November 2006
Skills
Marketing, Customer Service, Sales, Direct Sales, Management, Retail Sales, Women Owned Business, Apparel, Small Business, Consulting, Drawing, Interviews, Journalism, Microsoft Office, Social Media, Microsoft Word, Social Networking, Networking, PowerPoint, Proofreading, Promotions, Strategic Planning, Project Management, Typing, Vendor Management, Creative Writing, Web Design, Youth Development, Youth Mentoring, Lecturing, Notary Public, Event Planning, Social Media Marketing, Entrepreneurship, Coaching, Online Marketing, Facebook, Leadership
Education
Norfolk State University 1992 — 2016
Journalism
Laurent State Farm August 2014 - Present
Bedroom Kandi Boutique Parties June 2012 - Present
Shell'z Cellz n Diva Land January 2000 - Present
Mobile Notary Public, Norfolk, VA January 2000 - Present
Ardyss International July 2010 - July 2015
World Financial Group (WFG) September 2012 - August 2014
Champs Sports August 2007 - March 2009
Security First Funding/Dr. Michael Vaughan January 2006 - November 2006
Skills
Marketing, Customer Service, Sales, Direct Sales, Management, Retail Sales, Women Owned Business, Apparel, Small Business, Consulting, Drawing, Interviews, Journalism, Microsoft Office, Social Media, Microsoft Word, Social Networking, Networking, PowerPoint, Proofreading, Promotions, Strategic Planning, Project Management, Typing, Vendor Management, Creative Writing, Web Design, Youth Development, Youth Mentoring, Lecturing, Notary Public, Event Planning, Social Media Marketing, Entrepreneurship, Coaching, Online Marketing, Facebook, Leadership
Education
Norfolk State University 1992 — 2016
Journalism
Mike Weppler Mike Weppler's World Financial Group (WFG) Experience August 2006 - February 2011
Job Mortgage Direct Loan Officer at Huntington National Bank
Industry Real Estate
Experience
Quality Renters January 2015 - Present
Huntington National Bank February 2013 - Present
Fidelity Investments March 2011 - July 2012
Authentic Leadership Cincinnati September 2009 - December 2011
World Financial Group (WFG) August 2006 - February 2011
Linked 2 Leadership April 2010 - November 2010
Coldstream Financial Services June 2004 - April 2006
Skills
Leadership Development, Training, Teaching, Investments, Strategic Financial..., Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Financial Services, Team Building, Leadership, Insurance, Finance, Financial Analysis, Organizational..., Management Consulting, Executive Coaching, Change Management, Community Outreach, Small Business, Strategy, Marketing, Budgets, Business Planning, Executive Management
Education
Miami University 2000 — 2004
Bachelor of Science
Thomas Worthington H.S. 2000 — 2004
Quality Renters January 2015 - Present
Huntington National Bank February 2013 - Present
Fidelity Investments March 2011 - July 2012
Authentic Leadership Cincinnati September 2009 - December 2011
World Financial Group (WFG) August 2006 - February 2011
Linked 2 Leadership April 2010 - November 2010
Coldstream Financial Services June 2004 - April 2006
Skills
Leadership Development, Training, Teaching, Investments, Strategic Financial..., Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Financial Services, Team Building, Leadership, Insurance, Finance, Financial Analysis, Organizational..., Management Consulting, Executive Coaching, Change Management, Community Outreach, Small Business, Strategy, Marketing, Budgets, Business Planning, Executive Management
Education
Miami University 2000 — 2004
Bachelor of Science
Thomas Worthington H.S. 2000 — 2004
Linda Powers Linda Powers's World Financial Group (WFG) Experience June 2001 - January 2011
Job President of Linda Powers Creative, LLC
Industry Public Relations and Communications
Experience
Linda Powers Creative, LLC January 2011 - Present
FRA Financial Group June 2012 - January 2015
World Financial Group (WFG) June 2001 - January 2011
World Marketing Alliance, Inc. April 1998 - June 2001
VIPublications January 1990 - October 1997
Where® January 1990 - December 1996
HCA DePaul Hospital 1988 - 1989
St. Luke's Hospital 1987 - 1988
Freedman Advertising 1986 - 1987
Cabell Huntington Hospital 1984 - 1986
Skills
Public Relations, Reputation Management, Editorial, Messaging, Media Relations, Social Media, Marketing Communications, Writing, Newsletters, Public Speaking, Crisis Communications, Social Media Marketing, Internal Communications, Strategic Communications, Blogging, Press Releases, Speech Writing, Communications Planning, Community Relations, Social Networking, Editing, Creative Writing, Corporate Communications, Advertising, SEO, Event Management, Event Planning, Copywriting, Marketing Strategy, Strategic Planning, Online Marketing, Proofreading, Integrated Marketing, Copy Editing, Email Marketing, Web Content Management, Brand Development, Special Events, Publications, Marketing, Web Design, Magazines, Publishing, Video, Strategy, Sponsorship, Leadership, Brochures, Nonprofits, Publicity
Education
Marshall University
BA & MAJ, Journalism/Advertising/Public Relations
Parkersburg High School
Linda Powers Creative, LLC January 2011 - Present
FRA Financial Group June 2012 - January 2015
World Financial Group (WFG) June 2001 - January 2011
World Marketing Alliance, Inc. April 1998 - June 2001
VIPublications January 1990 - October 1997
Where® January 1990 - December 1996
HCA DePaul Hospital 1988 - 1989
St. Luke's Hospital 1987 - 1988
Freedman Advertising 1986 - 1987
Cabell Huntington Hospital 1984 - 1986
Skills
Public Relations, Reputation Management, Editorial, Messaging, Media Relations, Social Media, Marketing Communications, Writing, Newsletters, Public Speaking, Crisis Communications, Social Media Marketing, Internal Communications, Strategic Communications, Blogging, Press Releases, Speech Writing, Communications Planning, Community Relations, Social Networking, Editing, Creative Writing, Corporate Communications, Advertising, SEO, Event Management, Event Planning, Copywriting, Marketing Strategy, Strategic Planning, Online Marketing, Proofreading, Integrated Marketing, Copy Editing, Email Marketing, Web Content Management, Brand Development, Special Events, Publications, Marketing, Web Design, Magazines, Publishing, Video, Strategy, Sponsorship, Leadership, Brochures, Nonprofits, Publicity
Education
Marshall University
BA & MAJ, Journalism/Advertising/Public Relations
Parkersburg High School
Cortney (Petrini) Moore Cortney (Petrini) Moore's World Financial Group (WFG) Experience October 2012 - June 2014
Job at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division June 2014 - Present
World Financial Group (WFG) October 2012 - June 2014
Fort Collins Nursery March 2011 - January 2014
Tahoe Outdoor Living April 2008 - October 2010
Heavenly Mountain Resort November 2007 - April 2008
Electric City Conservatory/Flower Farm January 2004 - November 2007
Skills
Financial Services, Permanent Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, 401k, Mutual Funds, Annuity Sales, Financial Strategy, Organization &..., Training, Management, Employee Training, Presentation Development
Education
Montana State University-Bozeman 1997 — 2001
Bachelor's degree, Applied Horticulture/Horticulture Operations, General
University of Montana 1995 — 1996
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division June 2014 - Present
World Financial Group (WFG) October 2012 - June 2014
Fort Collins Nursery March 2011 - January 2014
Tahoe Outdoor Living April 2008 - October 2010
Heavenly Mountain Resort November 2007 - April 2008
Electric City Conservatory/Flower Farm January 2004 - November 2007
Skills
Financial Services, Permanent Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, 401k, Mutual Funds, Annuity Sales, Financial Strategy, Organization &..., Training, Management, Employee Training, Presentation Development
Education
Montana State University-Bozeman 1997 — 2001
Bachelor's degree, Applied Horticulture/Horticulture Operations, General
University of Montana 1995 — 1996
Joseph Grigaliunas Joseph Grigaliunas's World Financial Group (WFG) Experience January 2001 - August 2002
Job Test Technician at GM Nameplate
Industry Aviation & Aerospace
Experience
GM Nameplate October 2014 - Present
PDS Tech, Inc. November 2013 - June 2014
Zenetex 2012 - 2013
SAIC August 2007 - February 2012
Raydar & Associates August 2004 - August 2007
SSAI Technologies LLC April 2002 - August 2004
World Financial Group (WFG) January 2001 - August 2002
US Navy February 1981 - February 2001
Skills
Electronics, RF, Testing, Antennas, Troubleshooting, Power Supplies, Radar, Manufacturing, Digital Electronics, Engineering, Military, Programming, Airworthiness..., Quality Assurance, Analog Circuits, Communication Equipment, Spreadsheets, Database Design
Education
National University 2013 — 2015
Bachelor of Computer Science, Computer Science, 3.8
Skagit Valley College 1982 — 2010
University transfer degree
GM Nameplate October 2014 - Present
PDS Tech, Inc. November 2013 - June 2014
Zenetex 2012 - 2013
SAIC August 2007 - February 2012
Raydar & Associates August 2004 - August 2007
SSAI Technologies LLC April 2002 - August 2004
World Financial Group (WFG) January 2001 - August 2002
US Navy February 1981 - February 2001
Skills
Electronics, RF, Testing, Antennas, Troubleshooting, Power Supplies, Radar, Manufacturing, Digital Electronics, Engineering, Military, Programming, Airworthiness..., Quality Assurance, Analog Circuits, Communication Equipment, Spreadsheets, Database Design
Education
National University 2013 — 2015
Bachelor of Computer Science, Computer Science, 3.8
Skagit Valley College 1982 — 2010
University transfer degree
Llewellyn Castillo Llewellyn Castillo's World Financial Group (WFG) Experience 2012 - 2012
Job Associate
Industry Financial Services
Experience
Business Owner March 2012 - Present
World Financial Group (WFG) 2012 - 2012
LG Electronics 1996 - 2012
The NutraSweet Company 1989 - 1996
Skills
Payroll, Accounting, Event Management, Employee Benefits, Forecasting, Negotiation, Microsoft Excel, Management, Customer Service, Budgets, Strategic Planning, Team Building, Microsoft Office, Financial Analysis
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Accounting
Business Owner March 2012 - Present
World Financial Group (WFG) 2012 - 2012
LG Electronics 1996 - 2012
The NutraSweet Company 1989 - 1996
Skills
Payroll, Accounting, Event Management, Employee Benefits, Forecasting, Negotiation, Microsoft Excel, Management, Customer Service, Budgets, Strategic Planning, Team Building, Microsoft Office, Financial Analysis
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Accounting
Tammy Davidson Tammy Davidson's World Financial Group (WFG) Experience December 2013 - October 2014
Job Mindset transformation to pursue your passion.
Industry Nonprofit Organization Management
Experience
I Am Happy Project October 2014 - Present
LegalShield, Independent Associate October 2014 - Present
Independent September 2013 - Present
Pacific Advisors October 2014 - March 2015
World Financial Group (WFG) December 2013 - October 2014
Sunrise Community Church November 2004 - April 2013
Orangevale Open K-8 September 1991 - May 2009
KFBK/KAER Radio November 1984 - January 1988
Skills
Nonprofits, Management, Accounts Payable, Payroll, Accounts Receivable, Finance, Human Resources, Budgets, General Ledger, Balance Sheet, Internal Audit, Financial Statements, Sales, Cash Management, Administration, Team Building, Leadership, Bank Reconciliation, Cash Flow, Employee Benefits, Policy, Banking, Insurance, Credit, Accounting, Customer Service, Microsoft Office, Fundraising, Business Development, GAAP, Relationship Management, Staff Development, Career Counseling, Presentations
Education
Liberty University 2009 — 2011
Bachelor of Science (BS), Finance
Nassau Community College
Associate of Arts and Sciences (AAS), Accounting
I Am Happy Project October 2014 - Present
LegalShield, Independent Associate October 2014 - Present
Independent September 2013 - Present
Pacific Advisors October 2014 - March 2015
World Financial Group (WFG) December 2013 - October 2014
Sunrise Community Church November 2004 - April 2013
Orangevale Open K-8 September 1991 - May 2009
KFBK/KAER Radio November 1984 - January 1988
Skills
Nonprofits, Management, Accounts Payable, Payroll, Accounts Receivable, Finance, Human Resources, Budgets, General Ledger, Balance Sheet, Internal Audit, Financial Statements, Sales, Cash Management, Administration, Team Building, Leadership, Bank Reconciliation, Cash Flow, Employee Benefits, Policy, Banking, Insurance, Credit, Accounting, Customer Service, Microsoft Office, Fundraising, Business Development, GAAP, Relationship Management, Staff Development, Career Counseling, Presentations
Education
Liberty University 2009 — 2011
Bachelor of Science (BS), Finance
Nassau Community College
Associate of Arts and Sciences (AAS), Accounting
Shirley Forbes Shirley Forbes's World Financial Group (WFG) Experience November 2005 - Present
Job Financial Services Professional at World Financial Group.
Industry Financial Services
Experience
World Financial Group (WFG) November 2005 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Insurance, Financial Advisory, Financial Planning
Education
Niagara College
World Financial Group (WFG) November 2005 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Insurance, Financial Advisory, Financial Planning
Education
Niagara College
Andrew Dowl's World Financial Group (WFG) Experience December 2012 - July 2013
Job Leveraging technology infrastructures to enhance profit and operational effiiciency
Industry Information Technology and Services
Experience
Pacific Office Automation April 2015 - Present
Helmerich & Payne January 2014 - February 2015
World Financial Group (WFG) December 2012 - July 2013
Providence tarzana medical center September 2012 - April 2013
ainslie football club October 2011 - April 2012
Canberra Cavalry 2011 - 2012
Skills
Sports, Athletics, Sports Management, Exercise Physiology, Strength Training, Sports Marketing, Fitness Training, Strength & Conditioning, Athletic Training, Retirement Planning, Mutual Funds, Sales, Management, Public Speaking, Customer Service, Microsoft Excel, Social Media, Leadership, Cold Calling, Sales Management, Microsoft Office, Coaching, Event Planning, Time Management, Marketing, Social Networking
Education
Westmont College 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Moorpark College 2005 — 2007
Associate of Arts (AA), General Studies
moorpark high school 2001 — 2005
diploma, general education
Pacific Office Automation April 2015 - Present
Helmerich & Payne January 2014 - February 2015
World Financial Group (WFG) December 2012 - July 2013
Providence tarzana medical center September 2012 - April 2013
ainslie football club October 2011 - April 2012
Canberra Cavalry 2011 - 2012
Skills
Sports, Athletics, Sports Management, Exercise Physiology, Strength Training, Sports Marketing, Fitness Training, Strength & Conditioning, Athletic Training, Retirement Planning, Mutual Funds, Sales, Management, Public Speaking, Customer Service, Microsoft Excel, Social Media, Leadership, Cold Calling, Sales Management, Microsoft Office, Coaching, Event Planning, Time Management, Marketing, Social Networking
Education
Westmont College 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Moorpark College 2005 — 2007
Associate of Arts (AA), General Studies
moorpark high school 2001 — 2005
diploma, general education
MAASAI Ephriam MAASAI Ephriam's World Financial Group (WFG) Experience May 2012 - Present
Job Student at Marist College School of Management
Industry
Experience
LourdMurray Independent Experienced Advice May 2014 - Present
Marist College August 2013 - Present
World Financial Group (WFG) May 2012 - Present
S.E.L.F Project (Sports Education Leadership Foundation) 2009 - Present
Bel Air Bay Club May 2012 - August 2013
Skills
Leadership, Fundraising, Connecting People, Strategic Planning, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, English, Spanish-speaking, Basketball, Football
Education
Marist College 2013 — 2016
Business Administration and Management, General
Marist LdM (Florence, Italy) 2012 — 2013
Crespi Carmelite High School 2009 — 2012
High School
LourdMurray Independent Experienced Advice May 2014 - Present
Marist College August 2013 - Present
World Financial Group (WFG) May 2012 - Present
S.E.L.F Project (Sports Education Leadership Foundation) 2009 - Present
Bel Air Bay Club May 2012 - August 2013
Skills
Leadership, Fundraising, Connecting People, Strategic Planning, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, English, Spanish-speaking, Basketball, Football
Education
Marist College 2013 — 2016
Business Administration and Management, General
Marist LdM (Florence, Italy) 2012 — 2013
Crespi Carmelite High School 2009 — 2012
High School
Alessandra Bifulco's World Financial Group (WFG) Experience May 2014 - May 2015
Job Digital Media Associate Contractor at Universum
Industry Public Relations and Communications
Experience
Universum July 2015 - Present
California State University-Channel Islands October 2014 - June 2015
World Financial Group (WFG) May 2014 - May 2015
Verizon Wireless July 2012 - October 2014
Padre Serra Parish March 2014 - August 2014
Shave It Inc. March 2012 - July 2012
Outback Steakhouse October 2007 - April 2012
Trainer Communications September 2011 - December 2011
H3O Communications June 2011 - August 2011
Fineman PR January 2011 - June 2011
Skills
Retail Sales, Event Planning, Event Management, Social Media, Public Relations Skills, Community Relations, Press Releases, Public Relations, Blogging, Marketing, Social Media Marketing, Fundraising, Facebook, Editing, Leadership, Community Development, Community Outreach, WordPress, Research, Social Networking, New Media
Education
Strayer University (VA) 2013 — 2016
Master of Business Administration (MBA), Marketing
San Jose State University 2009 — 2010
BS in Public Relations, Public Relations
Moorpark College 2006 — 2008
Associates of General Education, General Education with emphasis in Communication
Universum July 2015 - Present
California State University-Channel Islands October 2014 - June 2015
World Financial Group (WFG) May 2014 - May 2015
Verizon Wireless July 2012 - October 2014
Padre Serra Parish March 2014 - August 2014
Shave It Inc. March 2012 - July 2012
Outback Steakhouse October 2007 - April 2012
Trainer Communications September 2011 - December 2011
H3O Communications June 2011 - August 2011
Fineman PR January 2011 - June 2011
Skills
Retail Sales, Event Planning, Event Management, Social Media, Public Relations Skills, Community Relations, Press Releases, Public Relations, Blogging, Marketing, Social Media Marketing, Fundraising, Facebook, Editing, Leadership, Community Development, Community Outreach, WordPress, Research, Social Networking, New Media
Education
Strayer University (VA) 2013 — 2016
Master of Business Administration (MBA), Marketing
San Jose State University 2009 — 2010
BS in Public Relations, Public Relations
Moorpark College 2006 — 2008
Associates of General Education, General Education with emphasis in Communication
Nkauj Cua Yang Nkauj Cua Yang's World Financial Group (WFG) Experience October 2007 - January 2009
Job Assistant Manager at Mai's Fashion Square (on call)
Industry Retail
Experience
Mai's Fashion Square June 2006 - Present
Sleep Number by Select Comfort February 2013 - September 2013
Action Inc March 2009 - August 2011
World Financial Group (WFG) October 2007 - January 2009
Education
North Hennepin Community College 2013 — 2018
In Process, Human Resources Management/Personnel Administration, General, NA
Mai's Fashion Square June 2006 - Present
Sleep Number by Select Comfort February 2013 - September 2013
Action Inc March 2009 - August 2011
World Financial Group (WFG) October 2007 - January 2009
Education
North Hennepin Community College 2013 — 2018
In Process, Human Resources Management/Personnel Administration, General, NA
Michelle Polanco Michelle Polanco's World Financial Group (WFG) Experience November 2013 - Present
Job Financial Coach
Industry Professional Training & Coaching
Experience
World Financial Group (WFG) November 2013 - Present
Coaching Your Core August 2011 - December 2014
NYU Langone Medical Center August 2009 - August 2011
Skills
Coaching, Personal Development, Entrepreneurship, Psychology, Creative Direction, Life Coaching, Leadership Development, Financial Planning, Project Management, Event Management, Program Management, Video Production, Production Planning, Production Management, Media Production
Education
NYU 2004 — 2009
BA, Pychology and Sociology
Bronx High School of Science 2000 — 2004
High School
World Financial Group (WFG) November 2013 - Present
Coaching Your Core August 2011 - December 2014
NYU Langone Medical Center August 2009 - August 2011
Skills
Coaching, Personal Development, Entrepreneurship, Psychology, Creative Direction, Life Coaching, Leadership Development, Financial Planning, Project Management, Event Management, Program Management, Video Production, Production Planning, Production Management, Media Production
Education
NYU 2004 — 2009
BA, Pychology and Sociology
Bronx High School of Science 2000 — 2004
High School
Shane Bryan Lubarsky Shane Bryan Lubarsky's World Financial Group (WFG) Experience March 2014 - Present
Job Certified College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
World Financial Group (WFG) March 2014 - Present
Heartland Institute of Financial Education March 2014 - Present
Wells Fargo Home Mortgage July 2013 - March 2014
JPMorgan Chase March 2011 - June 2013
Back on Trak 2008 - 2010
AtHome Consulting Group 2003 - 2008
Farmers Insurance 2001 - 2003
Lucent Communications 1998 - 2001
Larscom 1979 - 1998
Skills
Refinance, Loan Origination, Mortgage Banking, Loans, Mortgage Lending, VA loans, FHA financing, Residential Mortgages, FHA, Government Loans, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Credit, Home Equity Loans, Non-Conforming, USDA, Consumer Lending, Loan Servicing, Loss Mitigation, Credit Analysis, Lines Of Credit, Rates, Mortgage Marketing, Home Equity, Mortgage Servicing, Real Estate Financing, Wealth Transfer, Long Term Care Insurance, Financial Services, Insurance, Life Insurance, Management, Financial Planning, Real Estate
Education
Mission College 1990 — 1998
Marketing/Marketing Management, General
Heald Institute of Technology 1979 — 1982
Associate's degree, Industrial Electronics Technology/Technician
World Financial Group (WFG) March 2014 - Present
Heartland Institute of Financial Education March 2014 - Present
Wells Fargo Home Mortgage July 2013 - March 2014
JPMorgan Chase March 2011 - June 2013
Back on Trak 2008 - 2010
AtHome Consulting Group 2003 - 2008
Farmers Insurance 2001 - 2003
Lucent Communications 1998 - 2001
Larscom 1979 - 1998
Skills
Refinance, Loan Origination, Mortgage Banking, Loans, Mortgage Lending, VA loans, FHA financing, Residential Mortgages, FHA, Government Loans, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Credit, Home Equity Loans, Non-Conforming, USDA, Consumer Lending, Loan Servicing, Loss Mitigation, Credit Analysis, Lines Of Credit, Rates, Mortgage Marketing, Home Equity, Mortgage Servicing, Real Estate Financing, Wealth Transfer, Long Term Care Insurance, Financial Services, Insurance, Life Insurance, Management, Financial Planning, Real Estate
Education
Mission College 1990 — 1998
Marketing/Marketing Management, General
Heald Institute of Technology 1979 — 1982
Associate's degree, Industrial Electronics Technology/Technician
Elizabeth Sanchez-Rocca Elizabeth Sanchez-Rocca's World Financial Group (WFG) Experience June 2012 - Present
Job Associate at World Financial Group (WFG)
Industry Real Estate
Experience
Exit Alliance Realty February 2013 - Present
World Financial Group (WFG) June 2012 - Present
Brookdale University Hospital and Medical Center November 1989 - Present
Exit All Seasons Realty January 2007 - January 2013
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Condos, Relocation, Buyer Representation, Short Sales, Residential Homes, Listings, Real Estate Transactions, Single Family Homes, New Home Sales, Foreclosures, Investors
Education
Clara Barton H.S.
Nassau Community College
Exit Alliance Realty February 2013 - Present
World Financial Group (WFG) June 2012 - Present
Brookdale University Hospital and Medical Center November 1989 - Present
Exit All Seasons Realty January 2007 - January 2013
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Condos, Relocation, Buyer Representation, Short Sales, Residential Homes, Listings, Real Estate Transactions, Single Family Homes, New Home Sales, Foreclosures, Investors
Education
Clara Barton H.S.
Nassau Community College
Janet Hughes's World Financial Group (WFG) Experience April 2011 - Present
Job Taxes and Financial Planning
Industry Financial Services
Experience
World Financial Group (WFG) April 2011 - Present
Internal Revenue Service June 2009 - Present
ShuMazing Photography January 2006 - Present
Skills
Photography, Public Speaking, Portrait Photography, Headshots, New Business Development, Photos, Sports Photography, Small Business, Event Photography, Entrepreneurship, Business Planning, Web Design, Social Networking, Social Media, Graphic Design, Teaching, Marketing, Nonprofits
Education
Morgan State University 1994 — 1999
BS, Accounting
World Financial Group (WFG) April 2011 - Present
Internal Revenue Service June 2009 - Present
ShuMazing Photography January 2006 - Present
Skills
Photography, Public Speaking, Portrait Photography, Headshots, New Business Development, Photos, Sports Photography, Small Business, Event Photography, Entrepreneurship, Business Planning, Web Design, Social Networking, Social Media, Graphic Design, Teaching, Marketing, Nonprofits
Education
Morgan State University 1994 — 1999
BS, Accounting
Sherry ferrell Sherry ferrell's World Financial Group (WFG) Experience May 2014 - Present
Job
Industry Health, Wellness and Fitness
Experience
World Financial Group (WFG) May 2014 - Present
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint
Education
MedTech College 2011 — 2012
Associate's degree, Medical/Clinical Assistant
World Financial Group (WFG) May 2014 - Present
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint
Education
MedTech College 2011 — 2012
Associate's degree, Medical/Clinical Assistant
Homer E. Porter Homer E. Porter's World Financial Group (WFG) Experience 2010 - July 2014
Job Sales Manager at CarMax
Industry Automotive
Experience
World Financial Group (WFG) 2010 - July 2014
Labrea Chrysler Jeep August 2009 - January 2010
Don-A-Vee Chrysler Jeep October 2007 - July 2009
TJ Maxx September 2006 - September 2007
Target corporation September 2003 - July 2006
Skills
Analytics, Brand Management, Customer Service, Operations Management, Sales Operations, Merchandising, Employee Relations, Inventory Control, Profit Maximization, Safety, Loss Prevention, Standards Compliance, Sales Presentations, Leadership Development, Account Management, Profit, Sales, Management, Retail, Inventory Management, Store Management, Team Building
Education
Northeastern State University 1981 — 1984
Bachelor of Applied Science (BASc), Business Administration and Management, General
Murray State College 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
World Financial Group (WFG) 2010 - July 2014
Labrea Chrysler Jeep August 2009 - January 2010
Don-A-Vee Chrysler Jeep October 2007 - July 2009
TJ Maxx September 2006 - September 2007
Target corporation September 2003 - July 2006
Skills
Analytics, Brand Management, Customer Service, Operations Management, Sales Operations, Merchandising, Employee Relations, Inventory Control, Profit Maximization, Safety, Loss Prevention, Standards Compliance, Sales Presentations, Leadership Development, Account Management, Profit, Sales, Management, Retail, Inventory Management, Store Management, Team Building
Education
Northeastern State University 1981 — 1984
Bachelor of Applied Science (BASc), Business Administration and Management, General
Murray State College 1979 — 1981
Associate of Arts (AA), Business Administration and Management, General
Si Yang Si Yang's World Financial Group (WFG) Experience August 2014 - March 2015
Job Teaching Associate at California State University, Fullerton
Industry Education Management
Experience
California State University, Fullerton August 2015 - Present
WyzAnt Tutoring July 2014 - Present
World Financial Group (WFG) August 2014 - March 2015
Aims Academy August 2014 - November 2014
UCLA October 2013 - June 2014
Associated Students UCLA September 2012 - August 2013
Skills
C++, R, LaTeX, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Mathematics, Mathematical Analysis, Applied Mathematics, Mathematical Modeling, Probability Theory, Statistical Modeling, Statistical Data..., Actuarial Science, Self-starter, Time Management, Organizational..., Passion for Helping..., Great Motivator, Academic Tutoring, Public Speaking, Research, Leadership, Customer Service, Data Analysis, Teamwork
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (B.S.), Mathematics and Statistics, 3.7
Mt. San Antonio College 2010 — 2012
Transfer Program, Mathematics, 4.0
California State University, Fullerton August 2015 - Present
WyzAnt Tutoring July 2014 - Present
World Financial Group (WFG) August 2014 - March 2015
Aims Academy August 2014 - November 2014
UCLA October 2013 - June 2014
Associated Students UCLA September 2012 - August 2013
Skills
C++, R, LaTeX, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Mathematics, Mathematical Analysis, Applied Mathematics, Mathematical Modeling, Probability Theory, Statistical Modeling, Statistical Data..., Actuarial Science, Self-starter, Time Management, Organizational..., Passion for Helping..., Great Motivator, Academic Tutoring, Public Speaking, Research, Leadership, Customer Service, Data Analysis, Teamwork
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (B.S.), Mathematics and Statistics, 3.7
Mt. San Antonio College 2010 — 2012
Transfer Program, Mathematics, 4.0
Michael Coster Michael Coster's World Financial Group (WFG) Experience May 2010 - August 2010
Job Real Estate Agent at Jacobs & Co. Real Estate
Industry Marketing and Advertising
Experience
Jacobs & Co. Real Estate February 2013 - Present
The Creative Group 2013 - 2013
Self-employed 2012 - 2013
World Financial Group (WFG) May 2010 - August 2010
Skills
Marketing Strategy, Integrated Marketing, Marketing, Market Research, Marketing Research, Strategic Brand..., Real Estate, Property, Business Planning
Education
Marshall University 2010 — 2012
Master of Business Administration (M.B.A.)
Marshall University 2005 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Jacobs & Co. Real Estate February 2013 - Present
The Creative Group 2013 - 2013
Self-employed 2012 - 2013
World Financial Group (WFG) May 2010 - August 2010
Skills
Marketing Strategy, Integrated Marketing, Marketing, Market Research, Marketing Research, Strategic Brand..., Real Estate, Property, Business Planning
Education
Marshall University 2010 — 2012
Master of Business Administration (M.B.A.)
Marshall University 2005 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Yao Cai Yao Cai's World Financial Group (WFG) Experience September 2014 - Present
Job LTSecurity Inc, New York
Industry Financial Services
Experience
World Financial Group (WFG) September 2014 - Present
LT Security, INC July 2014 - Present
Sun Culture Foundation October 2011 - March 2012
Skills
CRM, Sales, Microsoft Office, Outlook, Financial Services, Social Networking
Education
New Jersey Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.6/4.0
Sungkyunkwan University 2007 — 2011
Bachelor's Degree, Business Administration, Management and Operations, 83/100
World Financial Group (WFG) September 2014 - Present
LT Security, INC July 2014 - Present
Sun Culture Foundation October 2011 - March 2012
Skills
CRM, Sales, Microsoft Office, Outlook, Financial Services, Social Networking
Education
New Jersey Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.6/4.0
Sungkyunkwan University 2007 — 2011
Bachelor's Degree, Business Administration, Management and Operations, 83/100
Lihua He Lihua He's World Financial Group (WFG) Experience July 2012 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) July 2012 - Present
Transamerica Financial Advisors, Inc.Transamerica Financial Group Division January 2012 - Present
JP Jaman Mortgage July 2009 - Present
World Group Securities Inc March 2005 - January 2012
American Family Mortgage LLC December 2007 - June 2009
Sunstar Mortgage January 2004 - October 2007
Skills
Retirement Planning, Investments, Mutual Funds, Mortgage Lending, Fixed Annuities, Securities, Estate Planning, Variable Annuities, Permanent Life Insurance, College Education..., Wealth Management
Education
Nankai University
Bachelor's degree, Economics, excellent
World Financial Group (WFG) July 2012 - Present
Transamerica Financial Advisors, Inc.Transamerica Financial Group Division January 2012 - Present
JP Jaman Mortgage July 2009 - Present
World Group Securities Inc March 2005 - January 2012
American Family Mortgage LLC December 2007 - June 2009
Sunstar Mortgage January 2004 - October 2007
Skills
Retirement Planning, Investments, Mutual Funds, Mortgage Lending, Fixed Annuities, Securities, Estate Planning, Variable Annuities, Permanent Life Insurance, College Education..., Wealth Management
Education
Nankai University
Bachelor's degree, Economics, excellent
Jason Diggs Jason Diggs's World Financial Group (WFG) Experience February 2012 - Present
Job Financial Planner/Builder of Champions
Industry Financial Services
Experience
World Financial Group (WFG) February 2012 - Present
U.S. Coast Guard September 2010 - Present
silver lining 2000 - 2001
Skills
Public Speaking, Team Building, Customer Service, Small Business, Microsoft Office, Non-profits, Coaching, Strategic Planning, Leadership, Leadership Development, Team Leadership
Education
Norfolk State University 1999 — 2005
INT-BUSINESS
World Financial Group (WFG) February 2012 - Present
U.S. Coast Guard September 2010 - Present
silver lining 2000 - 2001
Skills
Public Speaking, Team Building, Customer Service, Small Business, Microsoft Office, Non-profits, Coaching, Strategic Planning, Leadership, Leadership Development, Team Leadership
Education
Norfolk State University 1999 — 2005
INT-BUSINESS
Kristina Corcoran Kristina Corcoran's World Financial Group (WFG) Experience March 2012 - Present
Job Senior Associate
Industry Insurance
Experience
World Financial Group (WFG) March 2012 - Present
Skills
Budgets, Coaching, Customer Service, Employee Benefits, Health Insurance, Insurance, Investments, Life Insurance, Mutual Funds, Recruiting, Retirement Planning, Strategic Financial..., Strategic Planning, Team Building, Leadership, Management, Marketing, Marketing Strategy, Small Business, Public Speaking, Sales
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, PR and Psychology
World Financial Group (WFG) March 2012 - Present
Skills
Budgets, Coaching, Customer Service, Employee Benefits, Health Insurance, Insurance, Investments, Life Insurance, Mutual Funds, Recruiting, Retirement Planning, Strategic Financial..., Strategic Planning, Team Building, Leadership, Management, Marketing, Marketing Strategy, Small Business, Public Speaking, Sales
Education
Metropolitan State College of Denver 1992 — 1995
Bachelor's degree, PR and Psychology
Anatoly Romanov Anatoly Romanov's World Financial Group (WFG) Experience 2012 - 2015
Job eCommerice store owner at Magical hypnosis
Industry Health, Wellness and Fitness
Experience
Magical hypnosis April 2014 - Present
Miracle Argan Oi February 2014 - Present
Hypno Expansions October 2010 - Present
Web Design Plus & Online Marketing Plus February 2006 - Present
World Financial Group (WFG) 2012 - 2015
World Financial Group (WFG) 2012 - 2015
Renovations home care canada May 2010 - July 2012
Skills
Photoshop, Web Design, Web Development, SEO, Technical Writing, Creative Writing, Martial Arts, Hypnotherapy, Creative Strategy, Creative Problem Solving, PHP, Therapists, Creative Direction, Digital Marketing, Online Marketing, Psychology, Marketing, Advertising, Website Development, Team Leadership, Customer Service, Online Advertising, Stress, Marketing Communications, Chronic Illness, Event Management, Management, Social Media, Healing, Public Speaking, Hypnosis, Graphic Design, HTML, Social Networking, Sales, Social Media Marketing, WordPress, Blogging, Treatment, Marketing Strategy, Strategic Planning, New Business Development, E-commerce, Coaching, Entrepreneurship, Business Strategy
Education
McGill University 2006 — 2009
Magical hypnosis April 2014 - Present
Miracle Argan Oi February 2014 - Present
Hypno Expansions October 2010 - Present
Web Design Plus & Online Marketing Plus February 2006 - Present
World Financial Group (WFG) 2012 - 2015
World Financial Group (WFG) 2012 - 2015
Renovations home care canada May 2010 - July 2012
Skills
Photoshop, Web Design, Web Development, SEO, Technical Writing, Creative Writing, Martial Arts, Hypnotherapy, Creative Strategy, Creative Problem Solving, PHP, Therapists, Creative Direction, Digital Marketing, Online Marketing, Psychology, Marketing, Advertising, Website Development, Team Leadership, Customer Service, Online Advertising, Stress, Marketing Communications, Chronic Illness, Event Management, Management, Social Media, Healing, Public Speaking, Hypnosis, Graphic Design, HTML, Social Networking, Sales, Social Media Marketing, WordPress, Blogging, Treatment, Marketing Strategy, Strategic Planning, New Business Development, E-commerce, Coaching, Entrepreneurship, Business Strategy
Education
McGill University 2006 — 2009
Rafal Lisowiec Rafal Lisowiec's World Financial Group (WFG) Experience November 2013 - October 2014
Job Mr.Boss at Bavara Trans Inc.
Industry Government Relations
Experience
World Financial Group (WFG) November 2013 - October 2014
USPTC Program Office; Naval Postgraduate School; General Dynamics Information Technology Consultant January 2011 - July 2013
Val Strough Honda, Seaside, CA March 2010 - January 2011
Land Forces Military Academy, Wroclaw, Poland July 2007 - April 2009
Naval Postgraduate School January 2006 - June 2007
Land Forces Military Academy Wroclaw, Poland January 2003 - December 2005
Technische Schule Landsysteme und Fachschule des Heeres für Technik March 2002 - December 2002
Skills
Hard working, Professional, Well-organized, Trustworthy team player, Outstanding management,..., Proficiency in..., Fluency in Polish,..., Beginner in Russian, Microsoft Excel, Polish, Leadership, German, Program Management, Management, Project Planning, Performance Management, Logistics, Training, Budgets, Analysis, Forecasting, Project Management, Strategic Planning, Microsoft Office, Public Speaking, Research
Education
Naval Postgraduate School 2006 — 2007
Master of Business Administration (MBA), Resource Planning and Management
Officers’ College of Mechanized Forces, Wroclaw, Poland
Engineer's degree, Management and Leading
World Financial Group (WFG) November 2013 - October 2014
USPTC Program Office; Naval Postgraduate School; General Dynamics Information Technology Consultant January 2011 - July 2013
Val Strough Honda, Seaside, CA March 2010 - January 2011
Land Forces Military Academy, Wroclaw, Poland July 2007 - April 2009
Naval Postgraduate School January 2006 - June 2007
Land Forces Military Academy Wroclaw, Poland January 2003 - December 2005
Technische Schule Landsysteme und Fachschule des Heeres für Technik March 2002 - December 2002
Skills
Hard working, Professional, Well-organized, Trustworthy team player, Outstanding management,..., Proficiency in..., Fluency in Polish,..., Beginner in Russian, Microsoft Excel, Polish, Leadership, German, Program Management, Management, Project Planning, Performance Management, Logistics, Training, Budgets, Analysis, Forecasting, Project Management, Strategic Planning, Microsoft Office, Public Speaking, Research
Education
Naval Postgraduate School 2006 — 2007
Master of Business Administration (MBA), Resource Planning and Management
Officers’ College of Mechanized Forces, Wroclaw, Poland
Engineer's degree, Management and Leading
Lily NP Nguyen Lily NP Nguyen's World Financial Group (WFG) Experience October 2011 - December 2013
Job iApprove Lending
Industry Financial Services
Experience
ANP Tourism http://www.anptourism.com/p161/home February 2015 - Present
iApprove Lending April 2012 - Present
World Financial Group (WFG) October 2011 - December 2013
Integralis April 2008 - February 2009
Countrywide Home Loans August 2006 - November 2007
People's Choice Home Loan March 2003 - October 2005
Skills
Mortgage Lending, Analysis, Banking, Management, Loans, Process Improvement, Strategic Planning, Leadership, Public Speaking, Risk Management, Customer Service, Team Building, Microsoft Office
Education
National University 1999 — 1999
Teaching Credential
University of California, Irvine 1996 — 1998
Applied Mathematics
ANP Tourism http://www.anptourism.com/p161/home February 2015 - Present
iApprove Lending April 2012 - Present
World Financial Group (WFG) October 2011 - December 2013
Integralis April 2008 - February 2009
Countrywide Home Loans August 2006 - November 2007
People's Choice Home Loan March 2003 - October 2005
Skills
Mortgage Lending, Analysis, Banking, Management, Loans, Process Improvement, Strategic Planning, Leadership, Public Speaking, Risk Management, Customer Service, Team Building, Microsoft Office
Education
National University 1999 — 1999
Teaching Credential
University of California, Irvine 1996 — 1998
Applied Mathematics
Michael Emeka Akoma Michael Emeka Akoma's World Financial Group (WFG) Experience June 2013 - Present
Job Graduate of Middle Tennessee State University
Industry Financial Services
Experience
World Financial Group (WFG) June 2013 - Present
Skills
Financial Analysis, Insurance, Event Planning, Microsoft Word, PowerPoint, Social Networking, Research
Education
Middle Tennessee State University 2011 — 2015
Biochemistry, Biochemistry
World Financial Group (WFG) June 2013 - Present
Skills
Financial Analysis, Insurance, Event Planning, Microsoft Word, PowerPoint, Social Networking, Research
Education
Middle Tennessee State University 2011 — 2015
Biochemistry, Biochemistry
Azam Vaziri Azam Vaziri's World Financial Group (WFG) Experience September 2013 - Present
Job HIFE College Planning Program at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education August 2014 - Present
World Financial Group (WFG) September 2013 - Present
National Metalwares, L.P. 2001 - 2009
McDonald’s Corporation 2000 - 2001
Skills
Strategic Financial..., Financial Analysis, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Finance, Retirement Planning, Marketing, Financial Planning, Business Networking, Accounting, Accounts Payable, Marketing Strategy, Accounts Receivable
Education
Utah State University
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Illinois University
CPA and CMA Review courses, Accounting
Waubonsee Community College
Accounting and Related Services
H&R Block Tax Courses
Tax Preparation
Heartland Institute of Financial Education August 2014 - Present
World Financial Group (WFG) September 2013 - Present
National Metalwares, L.P. 2001 - 2009
McDonald’s Corporation 2000 - 2001
Skills
Strategic Financial..., Financial Analysis, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Finance, Retirement Planning, Marketing, Financial Planning, Business Networking, Accounting, Accounts Payable, Marketing Strategy, Accounts Receivable
Education
Utah State University
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Illinois University
CPA and CMA Review courses, Accounting
Waubonsee Community College
Accounting and Related Services
H&R Block Tax Courses
Tax Preparation
Maria Estella Da Silva Maria Estella Da Silva's World Financial Group (WFG) Experience 2006 - 2012
Job Realtor at Charles Rutenberg Realty, Inc
Industry Real Estate
Experience
Charles Rutenberg Realty Inc March 2011 - Present
Liberty Mutual Insurance October 2013 - March 2014
Wells Fargo Home Mortgage 2012 - 2012
World Financial Group (WFG) 2006 - 2012
Kaplan University January 2009 - August 2010
Stirling Sotheby's International Realty November 2007 - July 2009
Distinct Mortgage Solutions November 2006 - December 2008
Raizor Realty, Inc December 2004 - October 2007
Ideal Florida Mortgage December 2002 - December 2006
World Financial Group (WFG) December 1995 - December 2002
Skills
Residential Mortgages, Real Estate Transactions, Foreign Languages, Microsoft Works, Microsoft Office 2007, Quicken, Office Administration, Health & Life Insurance, Series 6&63,26, Real Estate Negotiation, Certified Short Sale..., Variable Annuity, Loan Modification, Real Estate Investment, Microsoft Excell and..., Public Speaking, Writing & Editing, Property & Casualty..., Condos, Investment Properties, Real Estate, Sellers, Short Sales, Referrals, First Time Home Buyers, Sales, Loan Modifications, Fixed Annuities, Foreclosures, Single Family Homes, Residential Homes, New Home Sales, Relocation, Buyer Representation
Education
Northeastern University 1981 — 1986
BS, Political Science
Cathedral High School 1978 — 1981
High School Diploma, College Preparatory, 3.8
Charles Rutenberg Realty Inc March 2011 - Present
Liberty Mutual Insurance October 2013 - March 2014
Wells Fargo Home Mortgage 2012 - 2012
World Financial Group (WFG) 2006 - 2012
Kaplan University January 2009 - August 2010
Stirling Sotheby's International Realty November 2007 - July 2009
Distinct Mortgage Solutions November 2006 - December 2008
Raizor Realty, Inc December 2004 - October 2007
Ideal Florida Mortgage December 2002 - December 2006
World Financial Group (WFG) December 1995 - December 2002
Skills
Residential Mortgages, Real Estate Transactions, Foreign Languages, Microsoft Works, Microsoft Office 2007, Quicken, Office Administration, Health & Life Insurance, Series 6&63,26, Real Estate Negotiation, Certified Short Sale..., Variable Annuity, Loan Modification, Real Estate Investment, Microsoft Excell and..., Public Speaking, Writing & Editing, Property & Casualty..., Condos, Investment Properties, Real Estate, Sellers, Short Sales, Referrals, First Time Home Buyers, Sales, Loan Modifications, Fixed Annuities, Foreclosures, Single Family Homes, Residential Homes, New Home Sales, Relocation, Buyer Representation
Education
Northeastern University 1981 — 1986
BS, Political Science
Cathedral High School 1978 — 1981
High School Diploma, College Preparatory, 3.8
Wody Edji Wody Edji's World Financial Group (WFG) Experience 2014 - 2014
Job Control Systems Engineer at Motiva Enterprises LLC
Industry Oil & Energy
Experience
Shell Oil Company September 2012 - Present
Bridge Of Creativity, Corporation December 2009 - Present
World Financial Group (WFG) 2014 - 2014
World Financial Group (WFG) 2014 - 2014
Hardesty & Hanover, LLP August 2011 - September 2012
TSAEI Energy Unlimited August 2009 - December 2010
University of Maryland Institute of System Research June 2009 - August 2009
Texas Instruments April 2005 - February 2007
Skills
Control Systems Design, Power Electronics, Communication Systems, Matlab, Data Analysis, Engineering, C++, Labview, CAD, Electrical Engineering, C, Pspice, Pro Engineer, Solidworks, Project Management, Simulations, Microsoft Office
Education
University of Maryland College Park 2009 — 2011
Bachelor of Science, Electrical Engineering
University of New South Wales 2010 — 2010
Solar Engineering
Montgomery College 2007 — 2009
AS, EE
College Saint Joseph 1996 — 2003
HS, Math, Physics
Shell Oil Company September 2012 - Present
Bridge Of Creativity, Corporation December 2009 - Present
World Financial Group (WFG) 2014 - 2014
World Financial Group (WFG) 2014 - 2014
Hardesty & Hanover, LLP August 2011 - September 2012
TSAEI Energy Unlimited August 2009 - December 2010
University of Maryland Institute of System Research June 2009 - August 2009
Texas Instruments April 2005 - February 2007
Skills
Control Systems Design, Power Electronics, Communication Systems, Matlab, Data Analysis, Engineering, C++, Labview, CAD, Electrical Engineering, C, Pspice, Pro Engineer, Solidworks, Project Management, Simulations, Microsoft Office
Education
University of Maryland College Park 2009 — 2011
Bachelor of Science, Electrical Engineering
University of New South Wales 2010 — 2010
Solar Engineering
Montgomery College 2007 — 2009
AS, EE
College Saint Joseph 1996 — 2003
HS, Math, Physics
Francklin Barthelus's World Financial Group (WFG) Experience April 2011 - Present
Job at World Financial Group
Industry Information Technology and Services
Experience
World Financial Group (WFG) April 2011 - Present
Montclair State University September 2009 - Present
Dark Shadows Entertainment /Restaurant January 2005 - January 2009
Johnson & Johnson October 2007 - October 2007
Colgate Palmolive July 2006 - July 2007
New Jersey's Science &Technology University September 2003 - January 2004
Education
Montclair State University 2009 — 2013
MBA,MS, Finance
New Jersey Institute of Technology 2005 — 2007
M.S., Master of Science in Information Systems
New Jersey Institute of Technology 2002 — 2005
B.S. Bachelor of Science, Information systems
World Financial Group (WFG) April 2011 - Present
Montclair State University September 2009 - Present
Dark Shadows Entertainment /Restaurant January 2005 - January 2009
Johnson & Johnson October 2007 - October 2007
Colgate Palmolive July 2006 - July 2007
New Jersey's Science &Technology University September 2003 - January 2004
Education
Montclair State University 2009 — 2013
MBA,MS, Finance
New Jersey Institute of Technology 2005 — 2007
M.S., Master of Science in Information Systems
New Jersey Institute of Technology 2002 — 2005
B.S. Bachelor of Science, Information systems
Charlene (Leyte) Crocker Charlene (Leyte) Crocker's World Financial Group (WFG) Experience December 2006 - March 2008
Job Asset Data Technician
Industry Oil & Energy
Experience
Cenovus Energy July 2012 - June 2014
Charlene Leyte Piano Studio January 2010 - June 2012
Encana Corporation September 2011 - February 2012
Telus Sourcing Solutions Inc. May 2010 - December 2010
Gibson Energy May 2008 - June 2009
Enterprise Rent-A-Car November 2005 - April 2008
World Financial Group (WFG) December 2006 - March 2008
ACN September 2001 - November 2005
Haworth November 2004 - October 2005
Olympia Trust Company March 2004 - September 2004
Skills
Asset Management, Maximo Superuser
Education
University of Windsor 1997 — 2001
B.A. (Hons), Music & Psychology
Memorial University of Newfoundland 1995 — 1996
General Arts
Cenovus Energy July 2012 - June 2014
Charlene Leyte Piano Studio January 2010 - June 2012
Encana Corporation September 2011 - February 2012
Telus Sourcing Solutions Inc. May 2010 - December 2010
Gibson Energy May 2008 - June 2009
Enterprise Rent-A-Car November 2005 - April 2008
World Financial Group (WFG) December 2006 - March 2008
ACN September 2001 - November 2005
Haworth November 2004 - October 2005
Olympia Trust Company March 2004 - September 2004
Skills
Asset Management, Maximo Superuser
Education
University of Windsor 1997 — 2001
B.A. (Hons), Music & Psychology
Memorial University of Newfoundland 1995 — 1996
General Arts
Warren LeCesne Warren LeCesne's World Financial Group (WFG) Experience October 2007 - Present
Job Senior Associate at WFG
Industry Wireless
Experience
World Financial Group (WFG) October 2007 - Present
T-Mobile 2005 - 2012
Verizon Wireless July 2002 - July 2005
Skills
Firefighter Candidate..., Certified Emergency..., Certified..., Life Insurance License..., Sales Management
Education
West Los Angeles College 2010 — 2013
Fire Technology
Santa Monica College 1999 — 2000
Business Administration/Finance
North Carolina State University 1996 — 1998
Computer Science
World Financial Group (WFG) October 2007 - Present
T-Mobile 2005 - 2012
Verizon Wireless July 2002 - July 2005
Skills
Firefighter Candidate..., Certified Emergency..., Certified..., Life Insurance License..., Sales Management
Education
West Los Angeles College 2010 — 2013
Fire Technology
Santa Monica College 1999 — 2000
Business Administration/Finance
North Carolina State University 1996 — 1998
Computer Science
Jack Trenor Jack Trenor's World Financial Group (WFG) Experience April 2011 - Present
Job Marketing Director
Industry Financial Services
Experience
World Financial Group (WFG) April 2011 - Present
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. May 2011 - April 2015
Independent Contractor Design and Sales of New Homes 1998 - April 2011
Swartz Contracting 2003 - 2005
Alexander Homes 1993 - 1998
Culligan International Company 1984 - 1992
Skills
Insurance, Financial Services, Customer Service, Life Insurance License, Finance, Life Insurance, Team Building, Series 6, Sales, Leadership, Small Business, Creative Writing, Team Motivation, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Microsoft Publisher, Contract Negotiation, Event Planning, Sales Trainings, Microsoft Word, Microsoft Office, Marketing Strategy, Market Research, Project Management, Softplan, CAD, 3D Modeling
Education
Business
Mississippi State University
Business, Music
World Financial Group (WFG) April 2011 - Present
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. May 2011 - April 2015
Independent Contractor Design and Sales of New Homes 1998 - April 2011
Swartz Contracting 2003 - 2005
Alexander Homes 1993 - 1998
Culligan International Company 1984 - 1992
Skills
Insurance, Financial Services, Customer Service, Life Insurance License, Finance, Life Insurance, Team Building, Series 6, Sales, Leadership, Small Business, Creative Writing, Team Motivation, Public Speaking, Microsoft Excel, PowerPoint, Outlook, Microsoft Publisher, Contract Negotiation, Event Planning, Sales Trainings, Microsoft Word, Microsoft Office, Marketing Strategy, Market Research, Project Management, Softplan, CAD, 3D Modeling
Education
Business
Mississippi State University
Business, Music
Nicole Dalessandro Nicole Dalessandro's World Financial Group (WFG) Experience 1997 - 2001
Job photographer/ owner | Life Well Clicked
Industry Photography
Experience
Life Well Clicked 2012 - Present
Serendipity Photographic Purchasing ManagerBally Total Fitness2000 - 2012
World Financial Group (WFG) 1997 - 2001
Skills
Lifestyle, Customer Service, Photography, Microsoft Excel, Microsoft Office, Advertising, Retail, Public Speaking, Team Building, Coaching, Social Media, Photoshop, Budgets, Event Management, Graphic Design, Blogging, Microsoft Word, Training, PowerPoint, Social Media Marketing, Social Networking, Leadership, Event Planning, Purchasing, Marketing, Online Marketing, Sports
Education
FenwickCollegePrep
Northeastern Illinois University
Life Well Clicked 2012 - Present
Serendipity Photographic Purchasing ManagerBally Total Fitness2000 - 2012
World Financial Group (WFG) 1997 - 2001
Skills
Lifestyle, Customer Service, Photography, Microsoft Excel, Microsoft Office, Advertising, Retail, Public Speaking, Team Building, Coaching, Social Media, Photoshop, Budgets, Event Management, Graphic Design, Blogging, Microsoft Word, Training, PowerPoint, Social Media Marketing, Social Networking, Leadership, Event Planning, Purchasing, Marketing, Online Marketing, Sports
Education
FenwickCollegePrep
Northeastern Illinois University
Keith Beasley Keith Beasley's World Financial Group (WFG) Experience June 2015 - Present
Job Independent Contractor at World Financial Group (WFG) and Author of A Way Forward
Industry Financial Services
Experience
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
Kelechukwu Chu Oparah Kelechukwu Chu Oparah's World Financial Group (WFG) Experience May 2015 - Present
Job Training Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
Trebius May 2014 - Present
KODIGMEDIA August 2010 - May 2015
Eastgate Studios INC October 2005 - May 2014
Uproot Media October 2004 - April 2012
Cardinal Fitness 2007 - 2010
Ginghamsburg Church April 2007 - November 2007
Bethel World Outreach Center 2005 - 2005
Skills
Public Speaking, Editing, Film, Fundraising, Videography, Event Planning, Video Production, Final Cut Pro, Creative Writing, Video, Social Networking, Event Management, Social Media, Video Editing, Non-profits, Leadership, Sound, Nonprofits, Producing, Music Industry, Short Films, Entertainment, Broadcast, Television, Photography, Music Videos, Media Production, Film Production, Music Production, Digital Media, Documentaries, Acting, Recording, Drama, Commercials, Directing, Theatre, Voice Acting, Voice Over, Screenwriting, Performing Arts, Talent Management, Comedy
Education
Middle Tennessee State University 1999 — 2003
B.S, Mass Communication
World Financial Group (WFG) May 2015 - Present
Trebius May 2014 - Present
KODIGMEDIA August 2010 - May 2015
Eastgate Studios INC October 2005 - May 2014
Uproot Media October 2004 - April 2012
Cardinal Fitness 2007 - 2010
Ginghamsburg Church April 2007 - November 2007
Bethel World Outreach Center 2005 - 2005
Skills
Public Speaking, Editing, Film, Fundraising, Videography, Event Planning, Video Production, Final Cut Pro, Creative Writing, Video, Social Networking, Event Management, Social Media, Video Editing, Non-profits, Leadership, Sound, Nonprofits, Producing, Music Industry, Short Films, Entertainment, Broadcast, Television, Photography, Music Videos, Media Production, Film Production, Music Production, Digital Media, Documentaries, Acting, Recording, Drama, Commercials, Directing, Theatre, Voice Acting, Voice Over, Screenwriting, Performing Arts, Talent Management, Comedy
Education
Middle Tennessee State University 1999 — 2003
B.S, Mass Communication
Jonathon Brozny Jonathon Brozny's World Financial Group (WFG) Experience October 2004 - June 2015
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
Square 1 coffee May 2015 - Present
World Financial Group (WFG) October 2004 - June 2015
World Financial Group (WFG) 2005 - 2010
Beaver Drilling September 2000 - August 2002
Beaver Drilling December 1999 - September 2000
Phelps Drilling August 1999 - December 1999
Skills
Investments, Insurance, New Business Development, Team Building, Customer Service, Financial Services, Marketing, Fixed Annuities, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Term Life Insurance, Financial Planners, Wealth, Financial Advisory
Education
Northern Alberta Institute of Technology 2002 — 2004
Computer Technology/Computer Systems Technology
Square 1 coffee May 2015 - Present
World Financial Group (WFG) October 2004 - June 2015
World Financial Group (WFG) 2005 - 2010
Beaver Drilling September 2000 - August 2002
Beaver Drilling December 1999 - September 2000
Phelps Drilling August 1999 - December 1999
Skills
Investments, Insurance, New Business Development, Team Building, Customer Service, Financial Services, Marketing, Fixed Annuities, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Term Life Insurance, Financial Planners, Wealth, Financial Advisory
Education
Northern Alberta Institute of Technology 2002 — 2004
Computer Technology/Computer Systems Technology
Homer Porter Homer Porter's World Financial Group (WFG) Experience January 2010 - Present
Job SENIOR ASSOCIATE at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) January 2010 - Present
LA BREA CHRYSLER JEEP August 2009 - January 2010
Education
Northeastern State University 1981 — 1984
BS, Business Administration
World Financial Group (WFG) January 2010 - Present
LA BREA CHRYSLER JEEP August 2009 - January 2010
Education
Northeastern State University 1981 — 1984
BS, Business Administration
Q. Assad's World Financial Group (WFG) Experience December 2014 - Present
Job Financial Consultant with World Financial Group
Industry Financial Services
Experience
American Equity February 2015 - Present
Transamerica December 2014 - Present
Nationwide Financial December 2014 - Present
Pacific Life December 2014 - Present
Voya Financial December 2014 - Present
World Financial Group (WFG) December 2014 - Present
California Department of Transportation (Caltrans) March 2012 - Present
Nerium International March 2014 - Present
LegalShield October 2009 - Present
LegalShield December 2009 - Present
Skills
Bilingual-Spanish, Banking, Cash Management, Managing, Marketing, Advertising, Supervising Staff, Outstanding Customer..., Building Customer..., Scheduling, Sales, Operations, Auditing, Notary Public, Certified Loan Signing, Small Business Law, Small Business..., Customer Service, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Private Banking, Retail Banking, Outlook, Excel, Word, PowerPoint, Legal Services, Forecasting, Analytics, Microsoft Office, Accounting, Loans, Small Business, Recruitment/Retention, New Hire Training, Microsoft Word, Management, Office Management, Microsoft Excel, Finance, Real Estate, Training, Customer Satisfaction, Investments, Insurance, Program Management, Access, Financial Services
Education
Sacramento State University 2002 — 2004
B.S, Business Administration; Marketing
Napa Valley College 2000 — 2002
Associates, General Education, Math & Sciences
American Equity February 2015 - Present
Transamerica December 2014 - Present
Nationwide Financial December 2014 - Present
Pacific Life December 2014 - Present
Voya Financial December 2014 - Present
World Financial Group (WFG) December 2014 - Present
California Department of Transportation (Caltrans) March 2012 - Present
Nerium International March 2014 - Present
LegalShield October 2009 - Present
LegalShield December 2009 - Present
Skills
Bilingual-Spanish, Banking, Cash Management, Managing, Marketing, Advertising, Supervising Staff, Outstanding Customer..., Building Customer..., Scheduling, Sales, Operations, Auditing, Notary Public, Certified Loan Signing, Small Business Law, Small Business..., Customer Service, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Private Banking, Retail Banking, Outlook, Excel, Word, PowerPoint, Legal Services, Forecasting, Analytics, Microsoft Office, Accounting, Loans, Small Business, Recruitment/Retention, New Hire Training, Microsoft Word, Management, Office Management, Microsoft Excel, Finance, Real Estate, Training, Customer Satisfaction, Investments, Insurance, Program Management, Access, Financial Services
Education
Sacramento State University 2002 — 2004
B.S, Business Administration; Marketing
Napa Valley College 2000 — 2002
Associates, General Education, Math & Sciences
Ike Ezekwesili Ike Ezekwesili's World Financial Group (WFG) Experience March 2013 - Present
Job Registered Nurse at Houston Methodist
Industry Hospital & Health Care
Experience
Houston Methodist June 2014 - Present
World Financial Group (WFG) March 2013 - Present
Yum! Brands September 2004 - December 2013
Texas Children's Hospital October 2013 - November 2013
KFC CORPORATE September 2010 - May 2013
MD Anderson Cancer Center 2010 - 2012
Yum! Brands 2004 - 2012
Gibralta Home Health Service July 2010 - December 2011
Oltesi Home Health Services July 2009 - December 2010
KFC Franchise (SouthernMultifoods) June 2006 - July 2010
Skills
Customer Service, Hospitality Management, Hospitality Industry, New Hire Training, New Hire Orientations, Management, Restaurant Management, Human Resources, Nursing, Teamwork, HIPAA, Critical Thinking
Education
University of Texas- Arlington 2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of North Texas 2004 — 2009
Bachelor of Science (BS), Kinesiology and Exercise Science
University of North Texas 2004 — 2009
Bachelor of Science, Kinesiology
North Central Texas College 2002 — 2004
Houston Methodist June 2014 - Present
World Financial Group (WFG) March 2013 - Present
Yum! Brands September 2004 - December 2013
Texas Children's Hospital October 2013 - November 2013
KFC CORPORATE September 2010 - May 2013
MD Anderson Cancer Center 2010 - 2012
Yum! Brands 2004 - 2012
Gibralta Home Health Service July 2010 - December 2011
Oltesi Home Health Services July 2009 - December 2010
KFC Franchise (SouthernMultifoods) June 2006 - July 2010
Skills
Customer Service, Hospitality Management, Hospitality Industry, New Hire Training, New Hire Orientations, Management, Restaurant Management, Human Resources, Nursing, Teamwork, HIPAA, Critical Thinking
Education
University of Texas- Arlington 2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of North Texas 2004 — 2009
Bachelor of Science (BS), Kinesiology and Exercise Science
University of North Texas 2004 — 2009
Bachelor of Science, Kinesiology
North Central Texas College 2002 — 2004
MONIQUE WRIGHT MONIQUE WRIGHT's World Financial Group (WFG) Experience 2014 - Present
Job WFG
Industry Financial Services
Experience
World Financial Group (WFG) 2014 - Present
New York Presbyterian Hospital March 2000 - Present
Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Clinical Research, Nursing, Research, Change Management, Healthcare Management, Process Improvement, Public Speaking, Team Building, Budget, Coaching, Outlook
Education
Monroe College 2002 — 2005
Associate's degree, Hospitality Administration/Management
Mable Dean Bacon Voc. HS
Nursing
World Financial Group (WFG) 2014 - Present
New York Presbyterian Hospital March 2000 - Present
Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Clinical Research, Nursing, Research, Change Management, Healthcare Management, Process Improvement, Public Speaking, Team Building, Budget, Coaching, Outlook
Education
Monroe College 2002 — 2005
Associate's degree, Hospitality Administration/Management
Mable Dean Bacon Voc. HS
Nursing
Haoyu Ding Haoyu Ding's World Financial Group (WFG) Experience August 2014 - Present
Job Student at Saint Joseph's University
Industry Financial Services
Experience
World Financial Group (WFG) August 2014 - Present
China Development Bank December 2013 - January 2014
Bank of China New York Branch July 2013 - August 2013
Huayi Auto Parts Corporation June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Reporting
Education
Saint Joseph's University 2012 — 2014
Master of Science (M.S.), Financial Services
Nanjing University of Science and Technology 2008 — 2012
Bachelor of Science (B.S.), Accounting
World Financial Group (WFG) August 2014 - Present
China Development Bank December 2013 - January 2014
Bank of China New York Branch July 2013 - August 2013
Huayi Auto Parts Corporation June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Reporting
Education
Saint Joseph's University 2012 — 2014
Master of Science (M.S.), Financial Services
Nanjing University of Science and Technology 2008 — 2012
Bachelor of Science (B.S.), Accounting
Richelle Rodriguez Richelle Rodriguez's World Financial Group (WFG) Experience 2013 - 2013
Job CSSR at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo May 2014 - Present
Public Storage August 2012 - May 2014
World Financial Group (WFG) 2013 - 2013
Burger King Georgetown Group May 2003 - July 2012
Inches-A-Weigh June 2011 - July 2011
Wave Advertising May 2010 - August 2010
Skills
Lead Generation, Budgets, Leadership, Marketing, Selling, Sales, Training, Retail
Education
Montclair State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo May 2014 - Present
Public Storage August 2012 - May 2014
World Financial Group (WFG) 2013 - 2013
Burger King Georgetown Group May 2003 - July 2012
Inches-A-Weigh June 2011 - July 2011
Wave Advertising May 2010 - August 2010
Skills
Lead Generation, Budgets, Leadership, Marketing, Selling, Sales, Training, Retail
Education
Montclair State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Sandy Olson Sandy Olson's World Financial Group (WFG) Experience May 2015 - Present
Job Representative at World Financial Group, Cook and Team Lead with Aramark at Carleton University Food Court
Industry Recreational Facilities and Services
Experience
World Financial Group (WFG) May 2015 - Present
Aramark March 2015 - April 2015
Aramark September 2014 - February 2015
SAIL Plein Air / SAIL Outdoors April 2014 - July 2014
CanDrone / DroneDepot 2014 - 2014
City of Gatineau 2011 - 2013
Pure Life Adventures January 2012 - March 2012
n/a 2011 - 2012
RKY Camp July 2010 - August 2010
H2O June 2010 - July 2010
Skills
First Aid, Lifeguarding, Swimming, Training, Team Building, Customer Service, Lesson Planning, Recreation, Canoeing, Microsoft Office, PowerPoint, Drone Spotting, Hiking, Leadership
Education
Algonquin College (Pembroke Campus) 2009 — 2010
Outdoor Adventure Naturalist Diploma, Outdoor Adventure Naturalism
Memorial University of Newfoundland 2004 — 2009
Philosophy Major & Math Minor
Heritage College (CEGEP) 2002 — 2004
Diploma of Collegial Studies, Science
World Financial Group (WFG) May 2015 - Present
Aramark March 2015 - April 2015
Aramark September 2014 - February 2015
SAIL Plein Air / SAIL Outdoors April 2014 - July 2014
CanDrone / DroneDepot 2014 - 2014
City of Gatineau 2011 - 2013
Pure Life Adventures January 2012 - March 2012
n/a 2011 - 2012
RKY Camp July 2010 - August 2010
H2O June 2010 - July 2010
Skills
First Aid, Lifeguarding, Swimming, Training, Team Building, Customer Service, Lesson Planning, Recreation, Canoeing, Microsoft Office, PowerPoint, Drone Spotting, Hiking, Leadership
Education
Algonquin College (Pembroke Campus) 2009 — 2010
Outdoor Adventure Naturalist Diploma, Outdoor Adventure Naturalism
Memorial University of Newfoundland 2004 — 2009
Philosophy Major & Math Minor
Heritage College (CEGEP) 2002 — 2004
Diploma of Collegial Studies, Science
Vanny Susanto's World Financial Group (WFG) Experience 2012 - 2013
Job Accountant
Industry Retail
Experience
Securitas Security Services USA, Inc April 2013 - Present
World Financial Group October 2012 - Present
One Source Business Center November 2012 - April 2013
Walgreens February 2010 - April 2013
World Financial Group (WFG) 2012 - 2013
Baker Hughes August 2009 - July 2010
PT. Lunto Bioenergy Prima February 2002 - January 2007
INDO– MART April 1999 - February 2002
Skills
Inventory Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Statements, General Ledger, Journal Entries, Finance, Bookkeeping, Auditing, Cash Flow, Invoicing
Education
McNeese State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Atma Jaya Catholic University 1997 — 2003
Bachelor of Accounting, Accounting and Finance
Securitas Security Services USA, Inc April 2013 - Present
World Financial Group October 2012 - Present
One Source Business Center November 2012 - April 2013
Walgreens February 2010 - April 2013
World Financial Group (WFG) 2012 - 2013
Baker Hughes August 2009 - July 2010
PT. Lunto Bioenergy Prima February 2002 - January 2007
INDO– MART April 1999 - February 2002
Skills
Inventory Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Statements, General Ledger, Journal Entries, Finance, Bookkeeping, Auditing, Cash Flow, Invoicing
Education
McNeese State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Atma Jaya Catholic University 1997 — 2003
Bachelor of Accounting, Accounting and Finance
Vince Rokose Vince Rokose's World Financial Group (WFG) Experience February 2001 - July 2002
Job Business Strategy | Leadership Development | Operations | Team Building | Marketing
Industry Financial Services
Experience
First Financial Security November 2014 - Present
Global Asset Management Group February 2010 - Present
FRA Financial Group August 2012 - August 2014
Nextage Realty International, LLC December 2008 - April 2013
Nextage Realty International, LLC January 2012 - April 2012
Financial Leadership Advisors September 2007 - July 2009
World Leadership Group June 2002 - September 2007
World Financial Group (WFG) February 2001 - July 2002
World Maketing Alliance July 1995 - February 2001
Merrill Lynch July 1990 - July 1995
Skills
Leadership, Real Estate, Team Building, Marketing, Investments, Business Planning, Business Strategy, Coaching, Strategy, Sales, Finance, Management, Social Media Marketing, Marketing Strategy, Selling, Short Sales, Financial Services, Start-ups, Operations Management, Brokerage, Real Estate Transactions, REO, Recruiting, Microsoft Excel, Negotiation, Entrepreneurship, Project Management, Strategic Financial..., Property Management, Business Analysis, PowerPoint, Cross-functional Team..., Process Improvement, Strategic Planning, Contract Negotiation, Product Management, Access, New Business Development, Business Development, Budgets, Content Marketing, Web Content Management, Executive Reporting, Series 65, Life Insurance, Investment Advisory
Education
Rider University 1990 — 1993
MBA, Finance
Monmouth University 1986 — 1990
B.S., Accounting
First Financial Security November 2014 - Present
Global Asset Management Group February 2010 - Present
FRA Financial Group August 2012 - August 2014
Nextage Realty International, LLC December 2008 - April 2013
Nextage Realty International, LLC January 2012 - April 2012
Financial Leadership Advisors September 2007 - July 2009
World Leadership Group June 2002 - September 2007
World Financial Group (WFG) February 2001 - July 2002
World Maketing Alliance July 1995 - February 2001
Merrill Lynch July 1990 - July 1995
Skills
Leadership, Real Estate, Team Building, Marketing, Investments, Business Planning, Business Strategy, Coaching, Strategy, Sales, Finance, Management, Social Media Marketing, Marketing Strategy, Selling, Short Sales, Financial Services, Start-ups, Operations Management, Brokerage, Real Estate Transactions, REO, Recruiting, Microsoft Excel, Negotiation, Entrepreneurship, Project Management, Strategic Financial..., Property Management, Business Analysis, PowerPoint, Cross-functional Team..., Process Improvement, Strategic Planning, Contract Negotiation, Product Management, Access, New Business Development, Business Development, Budgets, Content Marketing, Web Content Management, Executive Reporting, Series 65, Life Insurance, Investment Advisory
Education
Rider University 1990 — 1993
MBA, Finance
Monmouth University 1986 — 1990
B.S., Accounting
Walton Tam Luong Walton Tam Luong's World Financial Group (WFG) Experience March 2013 - Present
Job HELPING PEOPLE TO ACHIEVE FINANCIAL GOALS AND PROTECTIONMBA.
Industry Real Estate
Experience
Keller Williams Real Estate November 2012 - Present
World Financial Group (WFG) March 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
Strayer University (VA) 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University
Bachelor of Science (B.S.), Hospitality Administration/Management
Keller Williams Real Estate November 2012 - Present
World Financial Group (WFG) March 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel
Education
Strayer University (VA) 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University
Bachelor of Science (B.S.), Hospitality Administration/Management
anthony shipman anthony shipman's World Financial Group (WFG) Experience July 2011 - Present
Job Fitness Manager at InShape Health Clubs
Industry Marketing and Advertising
Experience
Contra Costa County July 2015 - Present
In-Shape Health Clubs April 2013 - Present
World Financial Group (WFG) July 2011 - Present
US Bank December 2009 - July 2011
Nike April 2007 - December 2009
Sears Holdings Corporation November 2005 - April 2007
United States Air Force January 2000 - January 2004
Skills
Finance, Cold Calling, Marketing Research, Consulting, HTML, B2B, Windows 7, Customer Service, PowerPoint, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Outlook, Event Planning, Leadership, Management, Marketing, Team Leadership, Time Management, Training
Education
Menlo College 2007 — 2009
B.S., Business Management/ conc. in Marketing
Menlo College 2007 — 2009
B.S., Business Managment/Marketing
Contra Costa County July 2015 - Present
In-Shape Health Clubs April 2013 - Present
World Financial Group (WFG) July 2011 - Present
US Bank December 2009 - July 2011
Nike April 2007 - December 2009
Sears Holdings Corporation November 2005 - April 2007
United States Air Force January 2000 - January 2004
Skills
Finance, Cold Calling, Marketing Research, Consulting, HTML, B2B, Windows 7, Customer Service, PowerPoint, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Outlook, Event Planning, Leadership, Management, Marketing, Team Leadership, Time Management, Training
Education
Menlo College 2007 — 2009
B.S., Business Management/ conc. in Marketing
Menlo College 2007 — 2009
B.S., Business Managment/Marketing
Rodrick Pewitt Rodrick Pewitt's World Financial Group (WFG) Experience January 2015 - Present
Job Financial Services
Industry Financial Services
Experience
World Financial Group (WFG) January 2015 - Present
Nike October 2013 - Present
Harris Middle School May 2013 - December 2014
Skills
Life Insurance, Word Processing, Data Entry, Presentations, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, PowerPoint, Leadership, Event Planning, Microsoft Excel, Social Media, Research
Education
Middle Tennessee State University 2011 — 2013
Bachelor of Science (B.S.), Interdisciplinary Studies Math 4-8
Middle Tennessee State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
World Financial Group (WFG) January 2015 - Present
Nike October 2013 - Present
Harris Middle School May 2013 - December 2014
Skills
Life Insurance, Word Processing, Data Entry, Presentations, Microsoft Office, Public Speaking, Customer Service, Microsoft Word, PowerPoint, Leadership, Event Planning, Microsoft Excel, Social Media, Research
Education
Middle Tennessee State University 2011 — 2013
Bachelor of Science (B.S.), Interdisciplinary Studies Math 4-8
Middle Tennessee State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Brian Levitan Brian Levitan's World Financial Group (WFG) Experience 1995 - 2006
Job Loan Officer Assistant at HomeBridge Financial Services, Inc.
Industry Banking
Experience
HomeBridge Financial Services, Inc. July 2015 - Present
Real Estate Institute September 2013 - Present
Academy Mortgage Corporation March 2014 - December 2014
Fisher Mortgage Company August 2009 - March 2014
Americas Mortgage Choice February 2009 - August 2009
Residential Mortgage Experts June 2007 - February 2009
ComUnity Lending 2002 - June 2007
World Financial Group (WFG) 1995 - 2006
mdr financial 1998 - 2001
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Leadership, Reverse Mortgages, Coaching, Loan Origination, Strategic Planning, Sales, Loans, Insurance, Customer Service, Residential Mortgages, VA loans, USDA
Education
Northern Illinois University 1990 — 1992
Finance, Economics
HomeBridge Financial Services, Inc. July 2015 - Present
Real Estate Institute September 2013 - Present
Academy Mortgage Corporation March 2014 - December 2014
Fisher Mortgage Company August 2009 - March 2014
Americas Mortgage Choice February 2009 - August 2009
Residential Mortgage Experts June 2007 - February 2009
ComUnity Lending 2002 - June 2007
World Financial Group (WFG) 1995 - 2006
mdr financial 1998 - 2001
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Leadership, Reverse Mortgages, Coaching, Loan Origination, Strategic Planning, Sales, Loans, Insurance, Customer Service, Residential Mortgages, VA loans, USDA
Education
Northern Illinois University 1990 — 1992
Finance, Economics
hm kan hm kan's World Financial Group (WFG) Experience June 2010 - Present
Job Volunteer at Canada Red Cross
Industry Financial Services
Experience
Canada Red Cross October 2010 - Present
World Financial Group (WFG) June 2010 - Present
China Interest Group March 2003 - April 2009
ST Telemedia 1995 - 1997
Education
University of East London 1990 — 1991
Management Studies
National University of Singapore 1988 — 1990
Master of Science
National University of Singapore 1982 — 1986
Bachelor
Victoria School 1974 — 1979
High School
Canada Red Cross October 2010 - Present
World Financial Group (WFG) June 2010 - Present
China Interest Group March 2003 - April 2009
ST Telemedia 1995 - 1997
Education
University of East London 1990 — 1991
Management Studies
National University of Singapore 1988 — 1990
Master of Science
National University of Singapore 1982 — 1986
Bachelor
Victoria School 1974 — 1979
High School
Christine Catalina Cuevas Christine Catalina Cuevas's World Financial Group (WFG) Experience September 2007 - Present
Job Owner at Health & Wealth, Inc.
Industry Financial Services
Experience
Health & Wealth, Inc. January 2013 - Present
X-tine Financial Services January 2003 - Present
World Financial Group (WFG) September 2007 - Present
Skills
Term Life Insurance, Retirement, Insurance, Fixed Annuities, Small Business, Nutritional Counseling, Health Education, Personal Budgeting, Tax Accounting, Tax Preparation, Long Term Business..., Customer Service, Accounting for Small..., Small Business..., Personal Development, Personal Finance, Group Exercise..., Yoga, Zumba, Motivational Speaking, Life Insurance, Financial Planners, Long-term Care, Investments, Mutual Funds, Financial Planning, Public Speaking, Marketing, Leadership, Management, Microsoft Office, Team Building, Sales, Strategic Planning
Education
DeVry University
Finance & Business Management, Accounting and Finance
Northeastern Illinois University
Liberal Arts and Sciences/Liberal Studies
Lane Tech, H.S. 1994 — 1998
Diploma, General Studies
Health & Wealth, Inc. January 2013 - Present
X-tine Financial Services January 2003 - Present
World Financial Group (WFG) September 2007 - Present
Skills
Term Life Insurance, Retirement, Insurance, Fixed Annuities, Small Business, Nutritional Counseling, Health Education, Personal Budgeting, Tax Accounting, Tax Preparation, Long Term Business..., Customer Service, Accounting for Small..., Small Business..., Personal Development, Personal Finance, Group Exercise..., Yoga, Zumba, Motivational Speaking, Life Insurance, Financial Planners, Long-term Care, Investments, Mutual Funds, Financial Planning, Public Speaking, Marketing, Leadership, Management, Microsoft Office, Team Building, Sales, Strategic Planning
Education
DeVry University
Finance & Business Management, Accounting and Finance
Northeastern Illinois University
Liberal Arts and Sciences/Liberal Studies
Lane Tech, H.S. 1994 — 1998
Diploma, General Studies
Anil Kapoor Anil Kapoor's World Financial Group (WFG) Experience June 2011 - Present
Job Licensed Financial Sales Consultant at Travelex
Industry Financial Services
Experience
Travelex America Inc. August 2010 - Present
World Financial Group (WFG) June 2011 - Present
US Census Bureau April 2010 - August 2010
Valley National Bank December 2007 - March 2009
JPMorgan Chase January 2007 - May 2007
Bank of Baroda July 2005 - December 2006
Citibank January 2006 - August 2006
Sovereign Bank July 2002 - June 2005
Bank of India July 1974 - June 2001
Education
PUNJAB UNIVERSITY
Bachelors, Accounting & Business Administration
H P UNIVERSITY
Masters, Finance & Banking
The Indian Institue Of Banking & Finance
Life Member & Certified Associate, Banking and Finance
University of Toronto at Scarborough 2013 — 2013
Certificate, Psychology
University of Michigan 2012 — 2012
Certificate, Finance
Stanford University 2012 — 2012
CS101, Computer Science
Middlesex County College 2009 — 2009
Certificate, Human Resources
Punjabi University
Post-Graduate Diploma, Public Relations, Publicity & Advertising
University of Rajasthan
Post-Graduate Diploma, Tourism & Hotel Management
Travelex America Inc. August 2010 - Present
World Financial Group (WFG) June 2011 - Present
US Census Bureau April 2010 - August 2010
Valley National Bank December 2007 - March 2009
JPMorgan Chase January 2007 - May 2007
Bank of Baroda July 2005 - December 2006
Citibank January 2006 - August 2006
Sovereign Bank July 2002 - June 2005
Bank of India July 1974 - June 2001
Education
PUNJAB UNIVERSITY
Bachelors, Accounting & Business Administration
H P UNIVERSITY
Masters, Finance & Banking
The Indian Institue Of Banking & Finance
Life Member & Certified Associate, Banking and Finance
University of Toronto at Scarborough 2013 — 2013
Certificate, Psychology
University of Michigan 2012 — 2012
Certificate, Finance
Stanford University 2012 — 2012
CS101, Computer Science
Middlesex County College 2009 — 2009
Certificate, Human Resources
Punjabi University
Post-Graduate Diploma, Public Relations, Publicity & Advertising
University of Rajasthan
Post-Graduate Diploma, Tourism & Hotel Management
Evelyn Lopez, MPH Evelyn Lopez, MPH's World Financial Group (WFG) Experience August 2010 - August 2011
Job Site Director at Lutheran Family Health Center
Industry Nonprofit Organization Management
Experience
Lutheran Family Health Centers, Lutheran Medical Center December 2011 - Present
Planning First May 2010 - December 2011
World Financial Group (WFG) August 2010 - August 2011
Housing Works January 2009 - March 2010
The Hetrick-Martin Institute 2000 - 2009
The AIDS Institute 1993 - 1999
Skills
Program Management, Research, Non-profits, Grant Writing, Program Development, Project Management, Community Outreach, Leadership, Fundraising, Public Speaking, Microsoft Excel, Strategic Planning, Nonprofits, Budgets, Event Planning, Grants, Healthcare, Management, Policy, Program Evaluation, Government, Public Health, Volunteer Management, Social Services, Training
Education
New York Medical College 1986 — 1988
MPH, International Health
Lutheran Family Health Centers, Lutheran Medical Center December 2011 - Present
Planning First May 2010 - December 2011
World Financial Group (WFG) August 2010 - August 2011
Housing Works January 2009 - March 2010
The Hetrick-Martin Institute 2000 - 2009
The AIDS Institute 1993 - 1999
Skills
Program Management, Research, Non-profits, Grant Writing, Program Development, Project Management, Community Outreach, Leadership, Fundraising, Public Speaking, Microsoft Excel, Strategic Planning, Nonprofits, Budgets, Event Planning, Grants, Healthcare, Management, Policy, Program Evaluation, Government, Public Health, Volunteer Management, Social Services, Training
Education
New York Medical College 1986 — 1988
MPH, International Health
Toby Lance Williams Toby Lance Williams's World Financial Group (WFG) Experience October 2012 - Present
Job Training Associate at World Financial Group (WFG)
Industry Public Relations and Communications
Experience
World Financial Group (WFG) October 2012 - Present
A’Dam Productions August 2011 - October 2012
American Street Mortgage Company June 2010 - January 2011
American Street Mortgage Company October 2006 - May 2010
NORTHEASTERN ILLINOIS UNIVERSITY January 2005 - May 2010
Skills
Leadership, Public Relations, Public Speaking, Social Networking, Marketing, Social Media, Facebook, Training, Fundraising, Creative Writing, Social Media Marketing, Customer Service, Microsoft Office, Email Marketing, Event Planning, Sales, Media Relations, Research, PowerPoint, Online Marketing, Editing, Journalism, Event Management, Customer Relations, Marketing Communications, Community Outreach, Interviews, Advertising, Microsoft Publisher, Strategic Communications, Teamwork, Outlook Express, Avid, Writing, Market Research, Problem Solving, Corporate Communications, Adobe Creative Suite, Video, digital video editing, LinkedIn, Video Editing, Personal Finance, Employee Training, Financial Planning, Financial Services, Insurance, Investments, Photo Shoot Production
Education
Northeastern Illinois University 2005 — 2010
MA, COMMUNICATION
Northeastern Illinois University 1997 — 2004
BA, COMMUNICATION
Spalding High School 1993 — 1997
World Financial Group (WFG) October 2012 - Present
A’Dam Productions August 2011 - October 2012
American Street Mortgage Company June 2010 - January 2011
American Street Mortgage Company October 2006 - May 2010
NORTHEASTERN ILLINOIS UNIVERSITY January 2005 - May 2010
Skills
Leadership, Public Relations, Public Speaking, Social Networking, Marketing, Social Media, Facebook, Training, Fundraising, Creative Writing, Social Media Marketing, Customer Service, Microsoft Office, Email Marketing, Event Planning, Sales, Media Relations, Research, PowerPoint, Online Marketing, Editing, Journalism, Event Management, Customer Relations, Marketing Communications, Community Outreach, Interviews, Advertising, Microsoft Publisher, Strategic Communications, Teamwork, Outlook Express, Avid, Writing, Market Research, Problem Solving, Corporate Communications, Adobe Creative Suite, Video, digital video editing, LinkedIn, Video Editing, Personal Finance, Employee Training, Financial Planning, Financial Services, Insurance, Investments, Photo Shoot Production
Education
Northeastern Illinois University 2005 — 2010
MA, COMMUNICATION
Northeastern Illinois University 1997 — 2004
BA, COMMUNICATION
Spalding High School 1993 — 1997
Derrick Biney Derrick Biney's World Financial Group (WFG) Experience October 2013 - Present
Job Center Consultant at FedEx Office
Industry Package/Freight Delivery
Experience
FedEx Office June 2015 - Present
Self-employed; creative non-fiction writing 2014 - Present
World Financial Group (WFG) October 2013 - Present
FedEx Office October 2013 - June 2015
Papa Murphy's International September 2014 - April 2015
Papa Murphy's International July 2011 - October 2013
Skills
Spoken Word, Creative Writing, Leadership, Journalism, Versatile Writer, Public Speaking, Social Media, Community Outreach, Event Planning, Time Management, Facebook, Editing, Blogging, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Data Entry, Critical Thinking, Teamwork, Newsletters, Teaching, Leadership Development, Team Leadership, Retail, Strategic Planning, Community Development, Copy Editing, Event Management, Team Building, Fundraising, Nonprofits, Social Networking, Expository Preaching, Prayer, Creative Problem Solving, Workshop Facilitation, Determination, Volunteer Management
Education
North Central University 2010 — 2012
Communication Arts
University of Minnesota-Twin Cities 2002 — 2010
African-American/Black Studies
FedEx Office June 2015 - Present
Self-employed; creative non-fiction writing 2014 - Present
World Financial Group (WFG) October 2013 - Present
FedEx Office October 2013 - June 2015
Papa Murphy's International September 2014 - April 2015
Papa Murphy's International July 2011 - October 2013
Skills
Spoken Word, Creative Writing, Leadership, Journalism, Versatile Writer, Public Speaking, Social Media, Community Outreach, Event Planning, Time Management, Facebook, Editing, Blogging, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Data Entry, Critical Thinking, Teamwork, Newsletters, Teaching, Leadership Development, Team Leadership, Retail, Strategic Planning, Community Development, Copy Editing, Event Management, Team Building, Fundraising, Nonprofits, Social Networking, Expository Preaching, Prayer, Creative Problem Solving, Workshop Facilitation, Determination, Volunteer Management
Education
North Central University 2010 — 2012
Communication Arts
University of Minnesota-Twin Cities 2002 — 2010
African-American/Black Studies
Tammy K. Li Tammy K. Li's World Financial Group (WFG) Experience August 2015 - Present
Job Student at New York School of Interior Design
Industry Design
Experience
World Financial Group (WFG) August 2015 - Present
Middle Tennessee State University August 2013 - April 2015
Middle Tennessee State University May 2014 - August 2014
Middle Tennessee State University August 2013 - May 2014
Skills
Event Planning, PowerPoint, Facebook, Higher Education, Public Speaking, Interior Design, Space Planning, Hand Drafting, Team Leadership, Research, Student Affairs, Photoshop, Microsoft Office, Social Media, Teaching, Student Development, Adobe Creative Suite, Microsoft Word, Microsoft Excel
Education
New York School of Interior Design 2015 — 2018
Bachelor of Fine Arts (BFA), Interior Design
Middle Tennessee State University 2012 — 2015
Major: Interior Design., Junior 3.58
DeKalb County High 2008 — 2012
3.50
World Financial Group (WFG) August 2015 - Present
Middle Tennessee State University August 2013 - April 2015
Middle Tennessee State University May 2014 - August 2014
Middle Tennessee State University August 2013 - May 2014
Skills
Event Planning, PowerPoint, Facebook, Higher Education, Public Speaking, Interior Design, Space Planning, Hand Drafting, Team Leadership, Research, Student Affairs, Photoshop, Microsoft Office, Social Media, Teaching, Student Development, Adobe Creative Suite, Microsoft Word, Microsoft Excel
Education
New York School of Interior Design 2015 — 2018
Bachelor of Fine Arts (BFA), Interior Design
Middle Tennessee State University 2012 — 2015
Major: Interior Design., Junior 3.58
DeKalb County High 2008 — 2012
3.50
Dalia Guzman's World Financial Group (WFG) Experience HostessJugolandiaJanuary 2013 - August 2014
Job Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) HostessJugolandiaJanuary 2013 - August 2014
La Isla pequeñia October 2013 - December 2013
Boys and Girls Clubs of America September 2013 - December 2013
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, PowerPoint, Financial Analysis, Sales, Team Building, Finance, Investments, Teamwork, Social Media, Team Leadership
Education
Northeastern Illinois University 2014 — 2015
Communication, General
Concordia university 2013 — 2014
Communication, General
Lake view high school 2009 — 2013
Diploma
World Financial Group (WFG) HostessJugolandiaJanuary 2013 - August 2014
La Isla pequeñia October 2013 - December 2013
Boys and Girls Clubs of America September 2013 - December 2013
Skills
Leadership, Strategic Planning, Public Speaking, Customer Service, PowerPoint, Financial Analysis, Sales, Team Building, Finance, Investments, Teamwork, Social Media, Team Leadership
Education
Northeastern Illinois University 2014 — 2015
Communication, General
Concordia university 2013 — 2014
Communication, General
Lake view high school 2009 — 2013
Diploma
Dashnilov Yoyo Dashnilov Yoyo's World Financial Group (WFG) Experience December 2014 - Present
Job Financial Professional and Educator, Recruiter, Team Leader, Entrepreneur
Industry Financial Services
Experience
World Financial Group (WFG) December 2014 - Present
Nestlé Waters North America June 2010 - January 2015
Skills
Customer Service, Inventory Management, Leadership, Team Building, Team Leadership, Budgets, Life and Health..., Teamwork, Sales, Social Media, Microsoft Excel, Management, Public Speaking, Microsoft Office, Microsoft Word
Education
University of Massachusetts, Amherst 2008 — 2011
Computer Science
Massasoit Community College
Computer Science
World Financial Group (WFG) December 2014 - Present
Nestlé Waters North America June 2010 - January 2015
Skills
Customer Service, Inventory Management, Leadership, Team Building, Team Leadership, Budgets, Life and Health..., Teamwork, Sales, Social Media, Microsoft Excel, Management, Public Speaking, Microsoft Office, Microsoft Word
Education
University of Massachusetts, Amherst 2008 — 2011
Computer Science
Massasoit Community College
Computer Science
Monique H. May Monique H. May's World Financial Group (WFG) Experience May 2010 - Present
Job Independent Representative at World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) May 2010 - Present
MATTIE Academy Charter School September 2007 - September 2008
Skills
Retirement, Insurance, Coaching, Customer Service, Event Planning, Leadership, Public Speaking, Sales, Financial Analysis, Data Analysis, Leadership Development, Employee Benefits, Tutoring, Marketing, Long-term Care, Entrepreneurship, Property & Casualty..., Risk Management, Strategic Planning, Team Building, Benefits Administration, Training, Investments, Strategic Financial..., Disability Insurance, Financial Advisory, Real Estate, Budgets, Wealth Management, Fundraising, Small Business, Banking, Social Networking, Negotiation, 401k, Sales Management, Call Center, Microsoft Excel, Estate Planning, Staff Development, Non-profits, Mutual Funds, Account Management, Microsoft Office, Nonprofits
Education
National University 2007 — 2009
Masters, School Counseling
Cal State University Long Beach 1985 — 1993
B.A, Liberal Studies
World Financial Group (WFG) May 2010 - Present
MATTIE Academy Charter School September 2007 - September 2008
Skills
Retirement, Insurance, Coaching, Customer Service, Event Planning, Leadership, Public Speaking, Sales, Financial Analysis, Data Analysis, Leadership Development, Employee Benefits, Tutoring, Marketing, Long-term Care, Entrepreneurship, Property & Casualty..., Risk Management, Strategic Planning, Team Building, Benefits Administration, Training, Investments, Strategic Financial..., Disability Insurance, Financial Advisory, Real Estate, Budgets, Wealth Management, Fundraising, Small Business, Banking, Social Networking, Negotiation, 401k, Sales Management, Call Center, Microsoft Excel, Estate Planning, Staff Development, Non-profits, Mutual Funds, Account Management, Microsoft Office, Nonprofits
Education
National University 2007 — 2009
Masters, School Counseling
Cal State University Long Beach 1985 — 1993
B.A, Liberal Studies
Jennifer Herbst's World Financial Group (WFG) Experience February 2008 - October 2010
Job Portfolio Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2014 - Present
BMO Harris Bank February 2013 - June 2014
BMO Harris Bank July 2011 - January 2013
M&I Mortgage Corp. June 2010 - December 2010
World Financial Group (WFG) February 2008 - October 2010
AMO Recoveries, West Allis WI March 2010 - June 2010
Horicon Bank March 2009 - March 2010
Innergy Lendng April 2007 - June 2008
Alpine Lending LLC and Alpine Financial LLC January 2005 - December 2006
Skills
Communication Skills, Multi Tasking, Business Analysis, Deadline Driven, Customer Satisfaction, Customer Service, Customer Retention, Banking, Loans, Credit, Loan Origination, Finance, Teamwork, Small Business Lending, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Commercial Banking, Financial Analysis, Management, Risk Management, Mortgage Lending, Credit Risk
Education
Currently attending Cardinal Stritch University 2013 — 2015
Bachelor's degree, Accounting and Business/Management, Part-time classes
Milwaukee Area Technical College 2010 — 2013
Accounting
BMO Harris Bank June 2014 - Present
BMO Harris Bank February 2013 - June 2014
BMO Harris Bank July 2011 - January 2013
M&I Mortgage Corp. June 2010 - December 2010
World Financial Group (WFG) February 2008 - October 2010
AMO Recoveries, West Allis WI March 2010 - June 2010
Horicon Bank March 2009 - March 2010
Innergy Lendng April 2007 - June 2008
Alpine Lending LLC and Alpine Financial LLC January 2005 - December 2006
Skills
Communication Skills, Multi Tasking, Business Analysis, Deadline Driven, Customer Satisfaction, Customer Service, Customer Retention, Banking, Loans, Credit, Loan Origination, Finance, Teamwork, Small Business Lending, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Commercial Banking, Financial Analysis, Management, Risk Management, Mortgage Lending, Credit Risk
Education
Currently attending Cardinal Stritch University 2013 — 2015
Bachelor's degree, Accounting and Business/Management, Part-time classes
Milwaukee Area Technical College 2010 — 2013
Accounting
Rochelle Cherniawski Rochelle Cherniawski's World Financial Group (WFG) Experience November 2014 - Present
Job CEO Marketing Director, World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) November 2014 - Present
Shell Point Retirement Community August 2007 - November 2014
Campbell-Ewald April 2006 - August 2007
Campbell-Ewald January 2005 - April 2006
Campbell-Ewald May 2004 - January 2005
Skills
Internal Communications, Online Advertising, Media Relations, Advertising, Social Media, Microsoft Office, Copywriting, Press Releases, Copy Editing, Magazine Management, Direct Mail, Creative Direction, Community Development, Event Management, Public Relations, Newsletters, Strategic Communications, Social Media Marketing, Customer Service, Strategic Planning, Marketing Communications, Event Planning, Crisis Communications, Corporate Communications, Editing, Public Speaking
Education
Michigan State University 2000 — 2004
Bachelor of Arts, Advertising, Public Relations
University of Pittsburgh 2003 — 2003
Study Abroad, Semester at Sea
Muskegon Community College
World Financial Group (WFG) November 2014 - Present
Shell Point Retirement Community August 2007 - November 2014
Campbell-Ewald April 2006 - August 2007
Campbell-Ewald January 2005 - April 2006
Campbell-Ewald May 2004 - January 2005
Skills
Internal Communications, Online Advertising, Media Relations, Advertising, Social Media, Microsoft Office, Copywriting, Press Releases, Copy Editing, Magazine Management, Direct Mail, Creative Direction, Community Development, Event Management, Public Relations, Newsletters, Strategic Communications, Social Media Marketing, Customer Service, Strategic Planning, Marketing Communications, Event Planning, Crisis Communications, Corporate Communications, Editing, Public Speaking
Education
Michigan State University 2000 — 2004
Bachelor of Arts, Advertising, Public Relations
University of Pittsburgh 2003 — 2003
Study Abroad, Semester at Sea
Muskegon Community College
Bien Espera Bien Espera's World Financial Group (WFG) Experience June 2015 - Present
Job .
Industry Retail
Experience
GENCO September 2015 - Present
Aeropostale August 2015 - Present
World Financial Group (WFG) June 2015 - Present
CiCi's Pizza June 2013 - August 2015
Skills
Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Customer Satisfaction, Hospitality, Event Planning, Team Leadership, Sales, Leadership, Retail, Time Management, Inventory Management
Education
La Vergne High School 2010 — 2014
Motlow State Community College
Associate's degree, Physics
GENCO September 2015 - Present
Aeropostale August 2015 - Present
World Financial Group (WFG) June 2015 - Present
CiCi's Pizza June 2013 - August 2015
Skills
Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Customer Satisfaction, Hospitality, Event Planning, Team Leadership, Sales, Leadership, Retail, Time Management, Inventory Management
Education
La Vergne High School 2010 — 2014
Motlow State Community College
Associate's degree, Physics
Josh Amaral's World Financial Group (WFG) Experience August 2013 - Present
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
In-Shape Health Clubs July 2015 - Present
Golden Era Training April 2015 - Present
Merced Cancer Center January 2014 - Present
World Financial Group (WFG) August 2013 - Present
Kens Car Wash April 2009 - Present
Health Within Chiropractic February 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, QuickBooks, Bookkeeping, Insurance, Account Reconciliation, Financial Accounting, Invoicing, Social Media, Facebook, Auditing, General Ledger, Entrepreneurship, Leadership, Social Networking, Coaching, Team Building, Management, Marketing, Financial Planning, Sales, Life Insurance, Budgets
Education
Merced College 2013 — 2018
Stone Ridge Christian High School 2009 — 2013
Merced Christian School 2007 — 2009
Merced Charter School 2006 — 2007
Merced Adventist School 2002 — 2006
In-Shape Health Clubs July 2015 - Present
Golden Era Training April 2015 - Present
Merced Cancer Center January 2014 - Present
World Financial Group (WFG) August 2013 - Present
Kens Car Wash April 2009 - Present
Health Within Chiropractic February 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, QuickBooks, Bookkeeping, Insurance, Account Reconciliation, Financial Accounting, Invoicing, Social Media, Facebook, Auditing, General Ledger, Entrepreneurship, Leadership, Social Networking, Coaching, Team Building, Management, Marketing, Financial Planning, Sales, Life Insurance, Budgets
Education
Merced College 2013 — 2018
Stone Ridge Christian High School 2009 — 2013
Merced Christian School 2007 — 2009
Merced Charter School 2006 — 2007
Merced Adventist School 2002 — 2006
Gary Yip's World Financial Group (WFG) Experience October 2007 - Present
Job Entrepreneur, Financial Wellness Instructor, CEF Certified Financial Educator®, College Consultant
Industry Human Resources
Experience
Heartland Institute of Financial Education June 2012 - Present
World Financial Group (WFG) October 2007 - Present
Skills
Employee Benefits, Financial Services, Insurance, Investments, Management, Nonprofits, Program Management, Strategy, Retirement Planning, Team Leadership, Team Building, Small Business
Education
Mercer University
Master of Business Administration (MBA), Business Administration and Management, General
Heartland Institute of Financial Education June 2012 - Present
World Financial Group (WFG) October 2007 - Present
Skills
Employee Benefits, Financial Services, Insurance, Investments, Management, Nonprofits, Program Management, Strategy, Retirement Planning, Team Leadership, Team Building, Small Business
Education
Mercer University
Master of Business Administration (MBA), Business Administration and Management, General
Winston Vines's World Financial Group (WFG) Experience May 2015 - Present
Job Associate at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
Transamerica Financial Advisors, Inc. May 2015 - Present
SAP Center at San Jose June 2014 - Present
Campbell Union School District November 2005 - Present
Skills
Emergency Management, Emergency Services, Hazardous Materials, NIMS, Training, Cpr Certified, Human Resources
Education
Mission College 2008 — 2009
Fire Technology
Mission College 2008 — 2009
FEMA NIMS Resource Management
Foothill community college 2007 — 2008
Emergency Medical Technician -Basic, Emergency Medical Technology/Technician (EMT Paramedic), A
Oak Grove High School 2001 — 2005
HS Diploma
World Financial Group (WFG) May 2015 - Present
Transamerica Financial Advisors, Inc. May 2015 - Present
SAP Center at San Jose June 2014 - Present
Campbell Union School District November 2005 - Present
Skills
Emergency Management, Emergency Services, Hazardous Materials, NIMS, Training, Cpr Certified, Human Resources
Education
Mission College 2008 — 2009
Fire Technology
Mission College 2008 — 2009
FEMA NIMS Resource Management
Foothill community college 2007 — 2008
Emergency Medical Technician -Basic, Emergency Medical Technology/Technician (EMT Paramedic), A
Oak Grove High School 2001 — 2005
HS Diploma
Mark LeRoy Mark LeRoy's World Financial Group (WFG) Experience 2015 - 2015
Job Capt. B737
Industry Airlines/Aviation
Experience
United Airlines November 1995 - Present
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
Air Force February 1989 - May 1998
Skills
Writing, Outdoor Recreation, Problem Solving, Flights, Commercial Aviation, Flight Safety, Flight Planning, Airlines, Aviation, Airports, Piloting, Aircraft, Program Management, Civil Aviation, ATP, Avionics, Flight Training, Airworthiness, CFI
Education
Michigan Technological University 1985 — 1988
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
The University of Texas at Austin 1984 — 1985
BS EE
United Airlines November 1995 - Present
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
World Financial Group (WFG) 2015 - 2015
Air Force February 1989 - May 1998
Skills
Writing, Outdoor Recreation, Problem Solving, Flights, Commercial Aviation, Flight Safety, Flight Planning, Airlines, Aviation, Airports, Piloting, Aircraft, Program Management, Civil Aviation, ATP, Avionics, Flight Training, Airworthiness, CFI
Education
Michigan Technological University 1985 — 1988
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
The University of Texas at Austin 1984 — 1985
BS EE
Rupender Singh's World Financial Group (WFG) Experience August 2013 - Present
Job Maxim Healthcare Recruiter
Industry Financial Services
Experience
Maxim Healthcare Services September 2015 - Present
Travel Pro Network September 2014 - Present
World Financial Group (WFG) August 2013 - Present
Subway April 2008 - April 2014
Youth Leadership Institute October 2011 - May 2012
Urban Asian October 2011 - April 2012
Skills
Inventory Management, Financial Analysis, Investments, Real Estate, Strategic Planning, Marketing Strategy, Social Networking, Customer Service, Life Insurance, Health Insurance, Business Strategy, Team Building, Leadership Development, Budgets, Fixed Annuities, Retirement Planning, Retirement Savings, Sales Management, Inventory Control, People Skills, Goal Oriented, Highly detail oriented, Marketing Communications, Social Media, International Trade, International Sales, Foreign Languages, Multi Tasking, Creative Writing, Organizational..., Saving for Education, Passion for Helping..., Passion for Success, Passionate about work, Passion for Quality, Success Driven, Helping Clients, Friendly Personality, Professional Women, Strongly self-motivated, Human Resources
Education
National University 2014 — 2016
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management
California State University - Fresno 2011 — 2013
B.S. Business Administration, Bus Admin-International Business
Maxim Healthcare Services September 2015 - Present
Travel Pro Network September 2014 - Present
World Financial Group (WFG) August 2013 - Present
Subway April 2008 - April 2014
Youth Leadership Institute October 2011 - May 2012
Urban Asian October 2011 - April 2012
Skills
Inventory Management, Financial Analysis, Investments, Real Estate, Strategic Planning, Marketing Strategy, Social Networking, Customer Service, Life Insurance, Health Insurance, Business Strategy, Team Building, Leadership Development, Budgets, Fixed Annuities, Retirement Planning, Retirement Savings, Sales Management, Inventory Control, People Skills, Goal Oriented, Highly detail oriented, Marketing Communications, Social Media, International Trade, International Sales, Foreign Languages, Multi Tasking, Creative Writing, Organizational..., Saving for Education, Passion for Helping..., Passion for Success, Passionate about work, Passion for Quality, Success Driven, Helping Clients, Friendly Personality, Professional Women, Strongly self-motivated, Human Resources
Education
National University 2014 — 2016
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management
California State University - Fresno 2011 — 2013
B.S. Business Administration, Bus Admin-International Business
Jerome J. Spinner Sr. M.Ed Jerome J. Spinner Sr. M.Ed's World Financial Group (WFG) Experience March 2010 - Present
Job Financial Adivisor Call for your FREE Financial Analysis 619 2096181
Industry Financial Services
Experience
World Financial Group (WFG) March 2010 - Present
All California Brokerage, Inc. September 2007 - September 2013
Inglewood Unified School District September 2011 - June 2013
Los Angeles County Office of Education April 2005 - June 2010
Foshay Learning Center August 2001 - October 2005
Skills
Entrepreneurship, Grant Writing, Lesson Planning, Learning Disabilities, Autism Spectrum..., Career Counseling, Financial Analysis, Financial Planning, Financial Services, Fixed Annuities, Debt Management, College Education..., IRAs, 403 b, Long Term Care Insurance, Staff Development, Curriculum Development, Curriculum Design, Educational Leadership, Classroom, Educational Technology, Instructional Design, Leadership Development, Nonprofits
Education
Walden University 2013 — 2015
Doctor of Education (EdD), Curriculum and Instruction
National University 2011 — 2013
Master's degree, Educational Leadership and Administration, General
National University 2007 — 2009
Master's degree, Special Education and Teaching
California State Domiguez 1995 — 1997
Liberal Studies-Biology, Biology, General
World Financial Group (WFG) March 2010 - Present
All California Brokerage, Inc. September 2007 - September 2013
Inglewood Unified School District September 2011 - June 2013
Los Angeles County Office of Education April 2005 - June 2010
Foshay Learning Center August 2001 - October 2005
Skills
Entrepreneurship, Grant Writing, Lesson Planning, Learning Disabilities, Autism Spectrum..., Career Counseling, Financial Analysis, Financial Planning, Financial Services, Fixed Annuities, Debt Management, College Education..., IRAs, 403 b, Long Term Care Insurance, Staff Development, Curriculum Development, Curriculum Design, Educational Leadership, Classroom, Educational Technology, Instructional Design, Leadership Development, Nonprofits
Education
Walden University 2013 — 2015
Doctor of Education (EdD), Curriculum and Instruction
National University 2011 — 2013
Master's degree, Educational Leadership and Administration, General
National University 2007 — 2009
Master's degree, Special Education and Teaching
California State Domiguez 1995 — 1997
Liberal Studies-Biology, Biology, General
Xiaoning Albert Zhang Xiaoning Albert Zhang's World Financial Group (WFG) Experience April 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
World Financial Group (WFG) April 2015 - Present
EMPLOYMENTSeneca Niagara Casino & Hotel January 2002 - Present
Shenzhen-Anhui Development Company January 1990 - January 1998
Anhui Civil Products Import & Export Company January 1987 - January 1989
Rodio-Keller Company January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Research, English, Outlook, Customer Service, Accounting, Strategic Planning, Windows, Public Speaking, Auditing, Financial Reporting, Financial Analysis, Negotiation, Accounts Payable, Financial Accounting, Account Reconciliation
Education
Niagara University 2012 — 2014
Master's Degree, Finance and Accounting, 3.67
Niagara University 2010 — 2012
Bachelor, Accounting and Finance, GPA3.3
Niagara County Community College 2006 — 2008
Associate in Accounting, Accounting
University of International Business and Economics 1986 — 1986
N, Importing and Exporting
Hefei Educational College 1984 — 1986
Associate in English Education, English Education
World Financial Group (WFG) April 2015 - Present
EMPLOYMENTSeneca Niagara Casino & Hotel January 2002 - Present
Shenzhen-Anhui Development Company January 1990 - January 1998
Anhui Civil Products Import & Export Company January 1987 - January 1989
Rodio-Keller Company January 1981 - January 1983
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Research, English, Outlook, Customer Service, Accounting, Strategic Planning, Windows, Public Speaking, Auditing, Financial Reporting, Financial Analysis, Negotiation, Accounts Payable, Financial Accounting, Account Reconciliation
Education
Niagara University 2012 — 2014
Master's Degree, Finance and Accounting, 3.67
Niagara University 2010 — 2012
Bachelor, Accounting and Finance, GPA3.3
Niagara County Community College 2006 — 2008
Associate in Accounting, Accounting
University of International Business and Economics 1986 — 1986
N, Importing and Exporting
Hefei Educational College 1984 — 1986
Associate in English Education, English Education
Jonathan Fredericks's World Financial Group (WFG) Experience December 2010 - April 2011
Job Revenue Auditor at Hilton Garden Inn
Industry Accounting
Experience
Hilton Garden Inn April 2014 - Present
Courtyard by Marriott October 2011 - December 2013
East Liberty Marketing August 2011 - September 2011
World Financial Group (WFG) December 2010 - April 2011
Mardec Berhad June 2010 - August 2010
Rajinder & Associates Legal Practice November 2008 - December 2009
Skills
Financial Analysis, Accounting, Cash Flow, Account Reconciliation, Managerial Finance, Corporate Finance, Auditing, Finance, Analysis, Microsoft Excel, Strategic Financial..., Financial Reporting, Customer Service, Forecasting, QuickBooks, Training
Education
McMaster University 2013 — 2016
Diploma
Segi College 2008 — 2010
Diploma
Hilton Garden Inn April 2014 - Present
Courtyard by Marriott October 2011 - December 2013
East Liberty Marketing August 2011 - September 2011
World Financial Group (WFG) December 2010 - April 2011
Mardec Berhad June 2010 - August 2010
Rajinder & Associates Legal Practice November 2008 - December 2009
Skills
Financial Analysis, Accounting, Cash Flow, Account Reconciliation, Managerial Finance, Corporate Finance, Auditing, Finance, Analysis, Microsoft Excel, Strategic Financial..., Financial Reporting, Customer Service, Forecasting, QuickBooks, Training
Education
McMaster University 2013 — 2016
Diploma
Segi College 2008 — 2010
Diploma
Edwidge Etienne's World Financial Group (WFG) Experience December 2011 - Present
Job Entrepreneur/Registered Representative
Industry Financial Services
Experience
World Financial Group (WFG) December 2011 - Present
Skills
Finance, Life, Financial Analysis, Retirement Savings, Financial Education, Series 6, Life Insurance, Licensed Life, Term Life Insurance, Retirement Planning, Mutual Funds, 401k, Securities
Education
SUNY Stony Brook 1998 — 2001
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Mercy College 1997 — 1998
Bachelor of Science, Computer Science
Queensborough Community College 1995 — 1997
Electrical Engineering, 3.0
Elmont Memorial High School 1990 — 1995
High School, Business Administration and Management, General
World Financial Group (WFG) December 2011 - Present
Skills
Finance, Life, Financial Analysis, Retirement Savings, Financial Education, Series 6, Life Insurance, Licensed Life, Term Life Insurance, Retirement Planning, Mutual Funds, 401k, Securities
Education
SUNY Stony Brook 1998 — 2001
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Mercy College 1997 — 1998
Bachelor of Science, Computer Science
Queensborough Community College 1995 — 1997
Electrical Engineering, 3.0
Elmont Memorial High School 1990 — 1995
High School, Business Administration and Management, General
Robert Mabe Robert Mabe's World Financial Group (WFG) Experience July 2015 - Present
Job World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) July 2015 - Present
Journeys March 2014 - June 2015
Sun Tan City January 2012 - March 2014
Skills
Retail, Customer Service, Inventory Management, Merchandising, Sales, Store Management, Visual Merchandising
Education
Middle Tennessee State University 2010 — 2012
Business Administration and Management, General
World Financial Group (WFG) July 2015 - Present
Journeys March 2014 - June 2015
Sun Tan City January 2012 - March 2014
Skills
Retail, Customer Service, Inventory Management, Merchandising, Sales, Store Management, Visual Merchandising
Education
Middle Tennessee State University 2010 — 2012
Business Administration and Management, General
Grace H's World Financial Group (WFG) Experience May 2013 - August 2013
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade April 2015 - Present
Schecter Capital Lc February 2015 - April 2015
Legend Securities, Inc. August 2014 - January 2015
Alpha Capital Corporation March 2014 - July 2014
World Financial Group (WFG) May 2013 - August 2013
Nanchang Daily May 2012 - July 2012
China Merchants Bank April 2011 - March 2012
Skills
Financial Analysis, Auditing, Financial Modeling, Equity Research, Strategy, Bloomberg, Capital Markets, Microsoft Excel, Business Analysis, Credit Risk, Fixed Income, PowerPoint, Investments, Mergers & Acquisitions, Tax, Trading, Microsoft Word, Research, Investment Management, Consulting, Analysis, Insurance, Investment Banking, Credit, Mandarin, Japanese, Taxations, Reuters, Rising Capital, Business Development
Education
Seton Hall University 2012 — 2014
Master's Degree, Accounting
Nanchang University 2008 — 2012
Finance, English concentration in Business, 3.5
Scottrade April 2015 - Present
Schecter Capital Lc February 2015 - April 2015
Legend Securities, Inc. August 2014 - January 2015
Alpha Capital Corporation March 2014 - July 2014
World Financial Group (WFG) May 2013 - August 2013
Nanchang Daily May 2012 - July 2012
China Merchants Bank April 2011 - March 2012
Skills
Financial Analysis, Auditing, Financial Modeling, Equity Research, Strategy, Bloomberg, Capital Markets, Microsoft Excel, Business Analysis, Credit Risk, Fixed Income, PowerPoint, Investments, Mergers & Acquisitions, Tax, Trading, Microsoft Word, Research, Investment Management, Consulting, Analysis, Insurance, Investment Banking, Credit, Mandarin, Japanese, Taxations, Reuters, Rising Capital, Business Development
Education
Seton Hall University 2012 — 2014
Master's Degree, Accounting
Nanchang University 2008 — 2012
Finance, English concentration in Business, 3.5
Kyle Furtado's World Financial Group (WFG) Experience April 2012 - Present
Job Dynamic GoGetter
Industry Financial Services
Experience
World Financial Group (WFG) April 2012 - Present
World Financial Group (WFG) August 2013 - Present
Primerica August 2012 - February 2013
Jacks "R" Better June 2010 - September 2010
Kevin's Bikes June 2008 - June 2010
Skills
Team Leadership, Term Life Insurance, Marketing, Communication, Life Insurance, Fixed Annuities, Indexed Annuities, indexed life insurance, Team Management, Investment Strategies, Investments, Financial Planning, Strategic Planning, Retirement Planning, Retirement, Management
Education
Merced College 2010 — 2013
Business Administration and Management, General
Buhach Colony High School 2009 — 2010
Golden Valley High School 2006 — 2009
World Financial Group (WFG) April 2012 - Present
World Financial Group (WFG) August 2013 - Present
Primerica August 2012 - February 2013
Jacks "R" Better June 2010 - September 2010
Kevin's Bikes June 2008 - June 2010
Skills
Team Leadership, Term Life Insurance, Marketing, Communication, Life Insurance, Fixed Annuities, Indexed Annuities, indexed life insurance, Team Management, Investment Strategies, Investments, Financial Planning, Strategic Planning, Retirement Planning, Retirement, Management
Education
Merced College 2010 — 2013
Business Administration and Management, General
Buhach Colony High School 2009 — 2010
Golden Valley High School 2006 — 2009
Ebony Richards Ebony Richards's World Financial Group (WFG) Experience January 2015 - Present
Job Entrepreneur exploring new opportunities
Industry Financial Services
Experience
World Financial Group (WFG) January 2015 - Present
Richards Travel October 2013 - Present
Menifee Valley Chamber of Commerce 2012 - 2015
US Navy Reserve August 2005 - December 2009
US Army September 1991 - November 2004
Skills
Event Planning, Customer Service, Marketing, Social Media, Public Speaking, Event Management, Leadership, Strategic Planning, Public Relations, Fundraising, Networking, Wealth Management, Financial Analysis, Travel Planning, Lifestyle Coaching, Membership Growth, Management
Education
University of La Verne 2012 — 2015
Bachelor's Degree, Psychology
Mt. San Jacinto Community College District 2011 — 2014
Associate's Degree, Alcohol and Drug Studies
Moreno Valley College 2010 — 2012
Associate's Degree, Social Behavioral Studies
World Financial Group (WFG) January 2015 - Present
Richards Travel October 2013 - Present
Menifee Valley Chamber of Commerce 2012 - 2015
US Navy Reserve August 2005 - December 2009
US Army September 1991 - November 2004
Skills
Event Planning, Customer Service, Marketing, Social Media, Public Speaking, Event Management, Leadership, Strategic Planning, Public Relations, Fundraising, Networking, Wealth Management, Financial Analysis, Travel Planning, Lifestyle Coaching, Membership Growth, Management
Education
University of La Verne 2012 — 2015
Bachelor's Degree, Psychology
Mt. San Jacinto Community College District 2011 — 2014
Associate's Degree, Alcohol and Drug Studies
Moreno Valley College 2010 — 2012
Associate's Degree, Social Behavioral Studies
Rodney Alexander Rodney Alexander's World Financial Group (WFG) Experience 2011 - 2013
Job Supplier Development Engineer
Industry Aviation & Aerospace
Experience
PB Fasteners, A PCC Company January 2012 - May 2013
World Financial Group (WFG) 2011 - 2013
Honeywell Aerospace July 2007 - September 2010
Honeywell Aerospace July 2008 - July 2010
Honeywell Aerospace July 2007 - July 2008
Rexam Beverage Can America July 2006 - July 2007
Nissan North America August 2003 - June 2006
Nissan North America August 2003 - May 2006
Outokumpu Heatcraft February 2003 - August 2003
The HON Company July 2000 - February 2002
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Automotive, Team Building, 5S, Manufacturing, Kaizen, SPC, Cross-functional Team..., Manufacturing..., FMEA
Education
Mississippi State University 1992 — 2000
Bachelor of Science Degree, Mechanical Engineering
PB Fasteners, A PCC Company January 2012 - May 2013
World Financial Group (WFG) 2011 - 2013
Honeywell Aerospace July 2007 - September 2010
Honeywell Aerospace July 2008 - July 2010
Honeywell Aerospace July 2007 - July 2008
Rexam Beverage Can America July 2006 - July 2007
Nissan North America August 2003 - June 2006
Nissan North America August 2003 - May 2006
Outokumpu Heatcraft February 2003 - August 2003
The HON Company July 2000 - February 2002
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Automotive, Team Building, 5S, Manufacturing, Kaizen, SPC, Cross-functional Team..., Manufacturing..., FMEA
Education
Mississippi State University 1992 — 2000
Bachelor of Science Degree, Mechanical Engineering
Edward Keh Edward Keh's World Financial Group (WFG) Experience 2011 - Present
Job IT Application Manager, PMP
Industry Computer Hardware
Experience
Delta Products Corporation July 2011 - Present
World Financial Group (WFG) 2011 - Present
Advantech July 2006 - July 2011
Advantech 2006 - 2011
Chung Shin Bank September 1999 - April 2002
Skills
Software Project..., Project management, C# 4.0, ADP Payroll, Entity Framework, ASP.NET AJAX, Data Warehousing, Web Applications, .NET, Telerik Web Controls, Project Management, Product Management, Product Marketing, Testing, SQL, Management, Business Development
Education
Royal Roads University 2005 — 2007
Master, MBA
National Chengchi University 1995 — 1999
Bachelor, Management of Information System
Delta Products Corporation July 2011 - Present
World Financial Group (WFG) 2011 - Present
Advantech July 2006 - July 2011
Advantech 2006 - 2011
Chung Shin Bank September 1999 - April 2002
Skills
Software Project..., Project management, C# 4.0, ADP Payroll, Entity Framework, ASP.NET AJAX, Data Warehousing, Web Applications, .NET, Telerik Web Controls, Project Management, Product Management, Product Marketing, Testing, SQL, Management, Business Development
Education
Royal Roads University 2005 — 2007
Master, MBA
National Chengchi University 1995 — 1999
Bachelor, Management of Information System
Wendell Gumbs Wendell Gumbs's World Financial Group (WFG) Experience October 2010 - Present
Job Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) October 2010 - Present
Phillips & Cohen Associates January 2006 - June 2010
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield 1999 - 2002
Education
Morgan State University
Marketing
World Financial Group (WFG) October 2010 - Present
Phillips & Cohen Associates January 2006 - June 2010
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield 1999 - 2002
Education
Morgan State University
Marketing
Dorothy Berry Dorothy Berry's World Financial Group (WFG) Experience September 2009 - January 2011
Job Human Resource Coordinator at Ross Stores
Industry Retail
Experience
Ross Stores July 2011 - Present
World Financial Group (WFG) September 2009 - January 2011
HMSHost, Hartsfield-Jackson Atlanta International Airport May 2003 - May 2010
HMSHost, Space Center June 1992 - May 2003
HMSHost, Cleveland Hopkins Airport August 1990 - May 1992
HMSHost, Cleveland Hopkins Airport August 1990 - May 1992
Fisher Big Wheel September 1985 - August 1990
Skills
Insurance, Strategic Financial..., Performance Management, Financial Analysis, Coaching, Team Building, Investments, Finance, Budgets, Customer Retention, Customer Service, Business Networking, Onboarding, Everify, Employee Relations, Employee Engagement, Employee Training, Staffworks, Time Management, Time & Attendance, Employee Recognition, E-Verify, Benefits Administration, Retail, Training, Sales, Forecasting, Leadership, Merchandising, Management, Microsoft Excel, Hiring, New Hire Orientations, Payroll, PeopleSoft, Strategy, Employee Benefits, Recruiting, Policy, Interviews, Succession Planning, Human Resources
Education
Northcentral University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
Thiel College 1981 — 1985
B.A, Business Administration
Ross Stores July 2011 - Present
World Financial Group (WFG) September 2009 - January 2011
HMSHost, Hartsfield-Jackson Atlanta International Airport May 2003 - May 2010
HMSHost, Space Center June 1992 - May 2003
HMSHost, Cleveland Hopkins Airport August 1990 - May 1992
HMSHost, Cleveland Hopkins Airport August 1990 - May 1992
Fisher Big Wheel September 1985 - August 1990
Skills
Insurance, Strategic Financial..., Performance Management, Financial Analysis, Coaching, Team Building, Investments, Finance, Budgets, Customer Retention, Customer Service, Business Networking, Onboarding, Everify, Employee Relations, Employee Engagement, Employee Training, Staffworks, Time Management, Time & Attendance, Employee Recognition, E-Verify, Benefits Administration, Retail, Training, Sales, Forecasting, Leadership, Merchandising, Management, Microsoft Excel, Hiring, New Hire Orientations, Payroll, PeopleSoft, Strategy, Employee Benefits, Recruiting, Policy, Interviews, Succession Planning, Human Resources
Education
Northcentral University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
Thiel College 1981 — 1985
B.A, Business Administration
Richard Ramlal Richard Ramlal's World Financial Group (WFG) Experience 1999 - 2012
Job Project Manager at Ebix
Industry Information Technology and Services
Experience
Ebix September 2014 - Present
National Brokerage Associates August 2006 - September 2014
World Financial Group (WFG) 1999 - 2012
Harris Corporation and EIS 2004 - 2006
International Monetary Fund (Spherion) 2000 - 2004
Skills
Team Building, Business Analysis, IT Management, System Administration, Vendor Management, Project Management, Troubleshooting, Sales Management, Disaster Recovery, Management, ITIL, PMP, Leadership, Software Documentation, SDLC, Cloud Computing, Information Technology, SharePoint
Education
Salisbury University - Perdue School of Business 1997 — 2000
Bachelor of Science (BS), Management Information Systems, General
Montgomery College
Montgomery College
Ebix September 2014 - Present
National Brokerage Associates August 2006 - September 2014
World Financial Group (WFG) 1999 - 2012
Harris Corporation and EIS 2004 - 2006
International Monetary Fund (Spherion) 2000 - 2004
Skills
Team Building, Business Analysis, IT Management, System Administration, Vendor Management, Project Management, Troubleshooting, Sales Management, Disaster Recovery, Management, ITIL, PMP, Leadership, Software Documentation, SDLC, Cloud Computing, Information Technology, SharePoint
Education
Salisbury University - Perdue School of Business 1997 — 2000
Bachelor of Science (BS), Management Information Systems, General
Montgomery College
Montgomery College
Ash Norrington's World Financial Group (WFG) Experience December 2013 - Present
Job Multi Lines Representative at State Farm Jaafar Ahmadi
Industry Insurance
Experience
State Farm March 2014 - Present
World Financial Group (WFG) December 2013 - Present
Purposed Media Co. September 2012 - April 2013
Automobile Club of Southern California 2007 - 2011
Skills
Consultative Selling, Project Planning, Event Planning, Team Leadership, Project Management, Facebook, Selling, Sales, Customer Service, Insurance, Marketing Strategy
Education
Mt. San Jacinto Community College District
State Farm March 2014 - Present
World Financial Group (WFG) December 2013 - Present
Purposed Media Co. September 2012 - April 2013
Automobile Club of Southern California 2007 - 2011
Skills
Consultative Selling, Project Planning, Event Planning, Team Leadership, Project Management, Facebook, Selling, Sales, Customer Service, Insurance, Marketing Strategy
Education
Mt. San Jacinto Community College District
Jennifer Papadopoulos Jennifer Papadopoulos's World Financial Group (WFG) Experience April 2011 - Present
Job Associate at Revolution Financial Managment
Industry Financial Services
Experience
World Financial Group (WFG) April 2011 - Present
All Pets Hospital February 2006 - August 2007
United States Postal Service December 1988 - July 2005
Skills
Investments, Financial Modeling, Budgets, Equities, Fixed Income, Licensed Life Insurance..., Mutual Funds, Life Insurance, Series 63, Securities, Series 6
Education
St. Petersburg College 2006 — 2008
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Nassau Community College 1984 — 1986
Associate of Arts and Sciences (AAS)Business Managment
World Financial Group (WFG) April 2011 - Present
All Pets Hospital February 2006 - August 2007
United States Postal Service December 1988 - July 2005
Skills
Investments, Financial Modeling, Budgets, Equities, Fixed Income, Licensed Life Insurance..., Mutual Funds, Life Insurance, Series 63, Securities, Series 6
Education
St. Petersburg College 2006 — 2008
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Nassau Community College 1984 — 1986
Associate of Arts and Sciences (AAS)Business Managment
Richard Del Pozo Richard Del Pozo's World Financial Group (WFG) Experience 2003 - 2008
Job Visionary Entrepenuer and Financial Services Professional
Industry Financial Services
Experience
Radian May 2013 - Present
The Financial Architects December 2011 - Present
Experience Unlimited 2011 - Present
R.A. Lotter Insurance Marketing 2008 - 2011
Mountainview Chevrolet 2006 - 2008
World Financial Group (WFG) 2003 - 2008
Xpress Concrete Pumping 1998 - 2003
Independant Production and Security 1992 - 2000
Skills
Team Leadership, Conflict Resolution, Coaching, Employee Training, Account Management, Customer Service, Team Building, Marketing, Leadership, Change Management, Community Outreach, Start-ups, Sales, Selling, Microsoft Office, Networking, Financial Analysis, Organizational..., Budgets, Strategic Planning, Non-profits, PowerPoint, Insurance, Contract Negotiation, Microsoft Excel, Fundraising, Business Development, Project Planning, Public Speaking, Performance Management, Training, Product Development, Management, Access, Negotiation, Strategy, CRM, Outlook, Marketing Strategy, Process Improvement, Leadership Development, Employee Benefits, Microsoft Word, Project Management, Recruiting, Sales Management, Software Documentation, Call Centers, Customer Satisfaction, Program Management
Education
Mt. San Antonio College 1992 — 1994
General Education
Gladstone High School 1988 — 1992
Diploma, Gen. Education
Radian May 2013 - Present
The Financial Architects December 2011 - Present
Experience Unlimited 2011 - Present
R.A. Lotter Insurance Marketing 2008 - 2011
Mountainview Chevrolet 2006 - 2008
World Financial Group (WFG) 2003 - 2008
Xpress Concrete Pumping 1998 - 2003
Independant Production and Security 1992 - 2000
Skills
Team Leadership, Conflict Resolution, Coaching, Employee Training, Account Management, Customer Service, Team Building, Marketing, Leadership, Change Management, Community Outreach, Start-ups, Sales, Selling, Microsoft Office, Networking, Financial Analysis, Organizational..., Budgets, Strategic Planning, Non-profits, PowerPoint, Insurance, Contract Negotiation, Microsoft Excel, Fundraising, Business Development, Project Planning, Public Speaking, Performance Management, Training, Product Development, Management, Access, Negotiation, Strategy, CRM, Outlook, Marketing Strategy, Process Improvement, Leadership Development, Employee Benefits, Microsoft Word, Project Management, Recruiting, Sales Management, Software Documentation, Call Centers, Customer Satisfaction, Program Management
Education
Mt. San Antonio College 1992 — 1994
General Education
Gladstone High School 1988 — 1992
Diploma, Gen. Education
Mulbah F. Dwanah Mulbah F. Dwanah's World Financial Group (WFG) Experience March 2011 - Present
Job QC Manager at Spectrum Chemical
Industry Chemicals
Experience
Spectrum Chemical June 2013 - Present
World Financial Group (WFG) March 2011 - Present
Troy Chemical Corporation 2011 - May 2012
International Technedyne Corporation July 2009 - February 2011
Mallinckrodt Baker, Inc. June 2008 - January 2010
Gibralter Microbiology Labs 2006 - 2008
GlaxoSmithKline, Global Manufacturing and Supply July 1995 - July 2006
Skills
GMP, V&V, FDA, Validation, Sop, HPLC, GCP, ICP-OES, IC, ICH guidelines, Wet Chemistry, Quality Control, Gas Chromatography, Laboratory, SOP, UV/Vis, Chemistry, R&D, Analytical Chemistry, Software Documentation, Change Control
Education
Montclair State University 2005 — 2009
MS, MBA, Chemistry, Business Administration (Marketing)
Spectrum Chemical June 2013 - Present
World Financial Group (WFG) March 2011 - Present
Troy Chemical Corporation 2011 - May 2012
International Technedyne Corporation July 2009 - February 2011
Mallinckrodt Baker, Inc. June 2008 - January 2010
Gibralter Microbiology Labs 2006 - 2008
GlaxoSmithKline, Global Manufacturing and Supply July 1995 - July 2006
Skills
GMP, V&V, FDA, Validation, Sop, HPLC, GCP, ICP-OES, IC, ICH guidelines, Wet Chemistry, Quality Control, Gas Chromatography, Laboratory, SOP, UV/Vis, Chemistry, R&D, Analytical Chemistry, Software Documentation, Change Control
Education
Montclair State University 2005 — 2009
MS, MBA, Chemistry, Business Administration (Marketing)
Danielle Everett Danielle Everett's World Financial Group (WFG) Experience April 2015 - Present
Job Helping Families Build a Stronger Foundation
Industry Financial Services
Experience
World Financial Group (WFG) April 2015 - Present
RealPage, Inc. December 2012 - Present
Lutheran Social Services of the South - Nelson Center May 2008 - May 2011
Skills
Salesforce.com, XML, Enterprise Software, SharePoint, JavaScript, Business Analysis, Cloud Computing, Life and Health...
Education
Norfolk State University 2004 — 2006
Bachelor of Science (BS), Biology/Biological Sciences, General
Texas Woman's University
Bachelor of Science (BS), Biology/Biological Sciences, General
World Financial Group (WFG) April 2015 - Present
RealPage, Inc. December 2012 - Present
Lutheran Social Services of the South - Nelson Center May 2008 - May 2011
Skills
Salesforce.com, XML, Enterprise Software, SharePoint, JavaScript, Business Analysis, Cloud Computing, Life and Health...
Education
Norfolk State University 2004 — 2006
Bachelor of Science (BS), Biology/Biological Sciences, General
Texas Woman's University
Bachelor of Science (BS), Biology/Biological Sciences, General
Tanya Duenas Tanya Duenas's World Financial Group (WFG) Experience May 2015 - Present
Job Associate at World Financial Group (WFG)
Industry Education Management
Experience
World Financial Group (WFG) May 2015 - Present
Catholic Diocese of Tucson: Education August 2010 - May 2015
Horace Mann January 2013 - March 2013
Skills
Liability, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Health Insurance, Underwriting, Life Insurance, Umbrella Insurance, Claim, Professional Liability, Casualty Insurance, Workers Compensation, Special Education, Education, Finance, Preschool, Kindergarten, Catholic education, Communication, Community Outreach, Marketing
Education
Northern Arizona University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.) in Special Education, Special Education and Teaching
World Financial Group (WFG) May 2015 - Present
Catholic Diocese of Tucson: Education August 2010 - May 2015
Horace Mann January 2013 - March 2013
Skills
Liability, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Health Insurance, Underwriting, Life Insurance, Umbrella Insurance, Claim, Professional Liability, Casualty Insurance, Workers Compensation, Special Education, Education, Finance, Preschool, Kindergarten, Catholic education, Communication, Community Outreach, Marketing
Education
Northern Arizona University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.) in Special Education, Special Education and Teaching
Kenny Santanu Kenny Santanu's World Financial Group (WFG) Experience August 2013 - Present
Job Trainee Associate at World Financial Group
Industry Financial Services
Experience
Del Amo July 2015 - Present
World Financial Group (WFG) August 2013 - Present
Blossom Footwear February 2015 - February 2015
Java Spice June 2012 - October 2013
Chicken Box June 2011 - May 2012
Skills
Teamwork, Team Leadership, Microsoft Office, Sales, Finance, English, Customer Service, Management
Education
Mt. San Antonio College 2014 — 2016
Associate's Degree, Business
Del Amo July 2015 - Present
World Financial Group (WFG) August 2013 - Present
Blossom Footwear February 2015 - February 2015
Java Spice June 2012 - October 2013
Chicken Box June 2011 - May 2012
Skills
Teamwork, Team Leadership, Microsoft Office, Sales, Finance, English, Customer Service, Management
Education
Mt. San Antonio College 2014 — 2016
Associate's Degree, Business
Serge T. Mukendi's World Financial Group (WFG) Experience December 2005 - August 2008
Job Consultant
Industry Banking
Experience
S. M. Consultancy, L.L.C. April 2012 - Present
Rawbank April 2011 - March 2012
Rawbank August 2008 - March 2011
World Financial Group (WFG) December 2005 - August 2008
Summit National Bank July 2003 - December 2005
SunTrust Bank December 1999 - October 2002
Wachovia Bank February 1998 - December 1999
Skills
Banking, Customer Relations, Internet Banking, Risk Management, Budgeting, Strategic Planning, Credit, Retail Banking, Negotiation, Customer Service, Risk, Financial Management, Loans, Investments, Managerial Finance, Accounting, Financial Risk, Financial Services, Finance, Management Consulting, Management, Leadership, Project Management, Sales, Financial Analysis, Business Strategy
Education
Mercer University - Stetson School of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Mercer University - Stetson School of Business and Economics 1996 — 2000
Bachelor's degree, Business Administration and Management, General
S. M. Consultancy, L.L.C. April 2012 - Present
Rawbank April 2011 - March 2012
Rawbank August 2008 - March 2011
World Financial Group (WFG) December 2005 - August 2008
Summit National Bank July 2003 - December 2005
SunTrust Bank December 1999 - October 2002
Wachovia Bank February 1998 - December 1999
Skills
Banking, Customer Relations, Internet Banking, Risk Management, Budgeting, Strategic Planning, Credit, Retail Banking, Negotiation, Customer Service, Risk, Financial Management, Loans, Investments, Managerial Finance, Accounting, Financial Risk, Financial Services, Finance, Management Consulting, Management, Leadership, Project Management, Sales, Financial Analysis, Business Strategy
Education
Mercer University - Stetson School of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Mercer University - Stetson School of Business and Economics 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Rei Bailey's World Financial Group (WFG) Experience 2010 - Present
Job Business Development Manager at Andrews International
Industry Security and Investigations
Experience
Andrews International December 2013 - Present
World Financial Group (WFG) 2010 - Present
Andrews International June 2004 - December 2013
Andrews International January 2007 - December 2007
Skills
Security Management, Customer Service, Team Building, Security, Strategic Planning, Emergency Management, Microsoft Office, Budgets, Policy, Management, Microsoft Excel, Contract Negotiation, Anti-piracy, Protection, Microsoft Word, Full P&L Responsibility, Project Management, Enforcement, Training, Security Operations, Corporate Security, Recruiting, Time Management, Customer Service..., Executive Protection, Call Center Development, Operations Management, Access Control, Supervisory Skills, P&L Management, Risk Assessment, Investigation, Homeland Security, Counterterrorism, Background Checks, Asset Protection, Fraud, Firearms, Crisis Management, Physical Security
Education
Northern Arizona University 2002 — 2004
Extended B.S., Pre-Forensic Chemistry and Criminalistics
Westmont College 2000 — 2002
Andrews International December 2013 - Present
World Financial Group (WFG) 2010 - Present
Andrews International June 2004 - December 2013
Andrews International January 2007 - December 2007
Skills
Security Management, Customer Service, Team Building, Security, Strategic Planning, Emergency Management, Microsoft Office, Budgets, Policy, Management, Microsoft Excel, Contract Negotiation, Anti-piracy, Protection, Microsoft Word, Full P&L Responsibility, Project Management, Enforcement, Training, Security Operations, Corporate Security, Recruiting, Time Management, Customer Service..., Executive Protection, Call Center Development, Operations Management, Access Control, Supervisory Skills, P&L Management, Risk Assessment, Investigation, Homeland Security, Counterterrorism, Background Checks, Asset Protection, Fraud, Firearms, Crisis Management, Physical Security
Education
Northern Arizona University 2002 — 2004
Extended B.S., Pre-Forensic Chemistry and Criminalistics
Westmont College 2000 — 2002
Hal Williams's World Financial Group (WFG) Experience February 2015 - Present
Job Associate at World Financial Group (WFG)
Industry Insurance
Experience
World Financial Group (WFG) February 2015 - Present
Self Employed November 2014 - Present
Brown & Brown of Kentucky December 2012 - October 2014
Let's Talk Insurance, Inc. February 2009 - December 2012
RV America Insurance Marketing, Inc April 2008 - December 2012
Colonial Western Insurance Agency March 2007 - April 2008
State Farm Insurance June 2006 - March 2008
RV America Insurance April 2001 - June 2006
Salem Communication October 1999 - April 2001
The Peaks Resort and Spa 1996 - 1998
Skills
Insurance, Customer Service, Word, Microsoft Office, Excel, Microsoft Excel, Microsoft Word, Account Management, Training, Team Building, New Business Development, Commercial Insurance, Risk Management, Sales Management, Analysis, Sales, Strategic Planning, Underwriting, Property & Casualty..., Management, Public Speaking, Marketing, Leadership, Life Insurance, General Insurance
Education
The Master's College 1991 — 1993
BA
Moorpark College 1983 — 1986
GE
World Financial Group (WFG) February 2015 - Present
Self Employed November 2014 - Present
Brown & Brown of Kentucky December 2012 - October 2014
Let's Talk Insurance, Inc. February 2009 - December 2012
RV America Insurance Marketing, Inc April 2008 - December 2012
Colonial Western Insurance Agency March 2007 - April 2008
State Farm Insurance June 2006 - March 2008
RV America Insurance April 2001 - June 2006
Salem Communication October 1999 - April 2001
The Peaks Resort and Spa 1996 - 1998
Skills
Insurance, Customer Service, Word, Microsoft Office, Excel, Microsoft Excel, Microsoft Word, Account Management, Training, Team Building, New Business Development, Commercial Insurance, Risk Management, Sales Management, Analysis, Sales, Strategic Planning, Underwriting, Property & Casualty..., Management, Public Speaking, Marketing, Leadership, Life Insurance, General Insurance
Education
The Master's College 1991 — 1993
BA
Moorpark College 1983 — 1986
GE
Roberta McCullough's World Financial Group (WFG) Experience May 2014 - Present
Job Financial Coach,WFG
Industry Financial Services
Experience
Roberta McCullough January 2015 - Present
World Financial Group (WFG) May 2014 - Present
The Support Center September 2010 - December 2014
Self Help August 1997 - September 2010
Leadership Triangle 1998 - 2001
Mutual Community Savings Bank January 1994 - August 1997
Skills
Program Management, Team Leadership, Public Relations, Commercial Lending, Mortgage Lending, Banking, Grant Writing, Loan Origination, Underwriting, Non-profits, Community Outreach, Economic Development, Loans, Small Business, Funding, Leadership, Strategic Planning, Management, Public Speaking, Team Building, Community Development, Nonprofits, Retirement, Life Insurance, Wealth Management
Education
North Carolina State University 2008 — 2010
Education
North Carolina Agricultural and Technical State University 1979 — 1982
Mathematics
Asheville High School 1976 — 1979
Shaw University
BS, Mathematics
Roberta McCullough January 2015 - Present
World Financial Group (WFG) May 2014 - Present
The Support Center September 2010 - December 2014
Self Help August 1997 - September 2010
Leadership Triangle 1998 - 2001
Mutual Community Savings Bank January 1994 - August 1997
Skills
Program Management, Team Leadership, Public Relations, Commercial Lending, Mortgage Lending, Banking, Grant Writing, Loan Origination, Underwriting, Non-profits, Community Outreach, Economic Development, Loans, Small Business, Funding, Leadership, Strategic Planning, Management, Public Speaking, Team Building, Community Development, Nonprofits, Retirement, Life Insurance, Wealth Management
Education
North Carolina State University 2008 — 2010
Education
North Carolina Agricultural and Technical State University 1979 — 1982
Mathematics
Asheville High School 1976 — 1979
Shaw University
BS, Mathematics
Sarah Richman's World Financial Group (WFG) Experience July 2008 - Present
Job Executive Managing Director at eWomenNetwork Los Angeles
Industry Insurance
Experience
Richman and Associates Executive Managing Director, Los AngeleseWomenNetwork Los AngelesApril 2012 - Present
World Financial Group (WFG) July 2008 - Present
Skills
Seaker, Social Networking, Building Relationships, Strategizing, Leadership, Finacial Services, Business Development, Entrepreneurship, Connector, Event Planner for Women, Female Visionary, Collaborator, Investments
Education
Northeastern University
Richman and Associates Executive Managing Director, Los AngeleseWomenNetwork Los AngelesApril 2012 - Present
World Financial Group (WFG) July 2008 - Present
Skills
Seaker, Social Networking, Building Relationships, Strategizing, Leadership, Finacial Services, Business Development, Entrepreneurship, Connector, Event Planner for Women, Female Visionary, Collaborator, Investments
Education
Northeastern University
Alvin Nash's World Financial Group (WFG) Experience August 2015 - Present
Job World Financial
Industry Financial Services
Experience
World Financial Group (WFG) August 2015 - Present
World Financial Group (WFG) 2015 - Present
CIND July 2011 - Present
Hosea Feed the Hungry and Homeless November 2003 - 2015
Skills
FHA, VA, Credit, Customer Service, Problem Solving, Customer Relations, Negotiation, Excel, Process Improvement, Microsoft Office, Word, PowerPoint, Mortgage, Reverse Mortgages, Mortgage Lending, Access, Banking, Training, Team Building, Strategic Planning, Microsoft Excel, Microsoft Word, Sales, Leadership, Salesforce.com, Social Networking, Management, Business Planning, Marketing, Public Speaking, Account Management
Education
North Carolina Agricultural and Technical State University 1975 — 1979
World Financial Group (WFG) August 2015 - Present
World Financial Group (WFG) 2015 - Present
CIND July 2011 - Present
Hosea Feed the Hungry and Homeless November 2003 - 2015
Skills
FHA, VA, Credit, Customer Service, Problem Solving, Customer Relations, Negotiation, Excel, Process Improvement, Microsoft Office, Word, PowerPoint, Mortgage, Reverse Mortgages, Mortgage Lending, Access, Banking, Training, Team Building, Strategic Planning, Microsoft Excel, Microsoft Word, Sales, Leadership, Salesforce.com, Social Networking, Management, Business Planning, Marketing, Public Speaking, Account Management
Education
North Carolina Agricultural and Technical State University 1975 — 1979
Elton Priddie's World Financial Group (WFG) Experience June 2013 - Present
Job Co Owner at Liable Tax Preparation Company
Industry Primary/Secondary Education
Experience
Liable Tax Preparation Company October 2014 - Present
Volleyball Referee July 2013 - Present
World Financial Group (WFG) June 2013 - Present
Fastpitch Softball Umpire 2009 - Present
Los Angeles Times June 1989 - March 2008
LITTON iNDUSTRIES January 1982 - June 1989
Skills
Salesforce.com, Management, Nonprofits, Public Speaking, Marketing Strategy, Leadership, Recruiting, Event Planning, Social Networking, Research, Social Media, Strategic Planning, Publishing, Editing, Customer Service, Financial Analysis, Team Building, Budgets, Microsoft Excel, Marketing, Sales, Microsoft Office, Coaching, Social Media Marketing, Advertising, PowerPoint, Fundraising, Training, Small Business, Leadership Development, Public Relations, Blogging, Online Advertising, Event Management, Project Planning, Project Management, Teaching, Community Outreach, Entrepreneurship, Teamwork, CRM, Facebook, Process Improvement, Forecasting, Online Marketing, Software Documentation
Education
National University 1987 — 1989
Bachelor of Business Administration (BBA), Accounting, 3.87
Pierce College 1985 — 1987
Associate of Arts (AA), Accounting, Deans List
Liable Tax Preparation Company October 2014 - Present
Volleyball Referee July 2013 - Present
World Financial Group (WFG) June 2013 - Present
Fastpitch Softball Umpire 2009 - Present
Los Angeles Times June 1989 - March 2008
LITTON iNDUSTRIES January 1982 - June 1989
Skills
Salesforce.com, Management, Nonprofits, Public Speaking, Marketing Strategy, Leadership, Recruiting, Event Planning, Social Networking, Research, Social Media, Strategic Planning, Publishing, Editing, Customer Service, Financial Analysis, Team Building, Budgets, Microsoft Excel, Marketing, Sales, Microsoft Office, Coaching, Social Media Marketing, Advertising, PowerPoint, Fundraising, Training, Small Business, Leadership Development, Public Relations, Blogging, Online Advertising, Event Management, Project Planning, Project Management, Teaching, Community Outreach, Entrepreneurship, Teamwork, CRM, Facebook, Process Improvement, Forecasting, Online Marketing, Software Documentation
Education
National University 1987 — 1989
Bachelor of Business Administration (BBA), Accounting, 3.87
Pierce College 1985 — 1987
Associate of Arts (AA), Accounting, Deans List
Jimmy Drummond's World Financial Group (WFG) Experience July 2014 - Present
Job Systems Development Engineer at Consortium Health Plans
Industry Information Technology and Services
Experience
World Financial Group (WFG) July 2014 - Present
Consortium Health Plans April 2014 - Present
Social Security Administration May 2012 - March 2014
Zimmerman Associates, Inc. October 2009 - May 2012
DHR Technologies March 2007 - October 2009
ION January 2006 - February 2007
Skills
Microsoft Exchange, Virtualization, Windows, Windows Server, VMware, VMware Server, Cisco Technologies, SharePoint, XP, Software Installation, Routers, Disaster Recovery, Unix, Active Directory, Juniper, Windows 7, Technical Support, Networking
Education
Strayer University (VA) 2001 — 2003
Bachelor of Science (BS), Computer Information Systems
Montgomery College 1998 — 2001
Associate of Arts and Sciences (AAS), Computer Information Systems
World Financial Group (WFG) July 2014 - Present
Consortium Health Plans April 2014 - Present
Social Security Administration May 2012 - March 2014
Zimmerman Associates, Inc. October 2009 - May 2012
DHR Technologies March 2007 - October 2009
ION January 2006 - February 2007
Skills
Microsoft Exchange, Virtualization, Windows, Windows Server, VMware, VMware Server, Cisco Technologies, SharePoint, XP, Software Installation, Routers, Disaster Recovery, Unix, Active Directory, Juniper, Windows 7, Technical Support, Networking
Education
Strayer University (VA) 2001 — 2003
Bachelor of Science (BS), Computer Information Systems
Montgomery College 1998 — 2001
Associate of Arts and Sciences (AAS), Computer Information Systems
Kirby Rosplock, PhD's World Financial Group (WFG) Experience January 2003 - January 2004
Job Family Office Advisor/Expert
Industry Banking
Experience
Tamarind Partners, Inc. December 2013 - Present
GenSpring Family Office August 2004 - December 2013
White Lotus Collection, LLC 2006 - August 2013
World Financial Group (WFG) January 2003 - January 2004
Chamness Group 2001 - 2004
Segerdahl & Co. January 1999 - January 2002
Skills
Wealth Management, Family Office, Management Consulting, Public Speaking, Portfolio Management, Estate Planning, Private Equity, Asset Management, Investment Banking, Leadership, Investments, Leadership Development, Coaching, Succession Planning, Venture Capital, Asset Allocation, Investment Management, Hedge Funds, Qualitative Research, Program Development, Quantitative Research, Research, Consulting, Philanthropy
Education
Saybrook Graduate School and Research Center 2002 — 2007
PhD, Organization Development and Change Management
Marquette University 1998 — 2002
MBA, Private Equity Finance and Entrepreneurship
Middlebury College 1992 — 1996
Bachelor of Arts (B.A.), Major: German Language Minor: Studio Art, Graduated with Honors
Tamarind Partners, Inc. December 2013 - Present
GenSpring Family Office August 2004 - December 2013
White Lotus Collection, LLC 2006 - August 2013
World Financial Group (WFG) January 2003 - January 2004
Chamness Group 2001 - 2004
Segerdahl & Co. January 1999 - January 2002
Skills
Wealth Management, Family Office, Management Consulting, Public Speaking, Portfolio Management, Estate Planning, Private Equity, Asset Management, Investment Banking, Leadership, Investments, Leadership Development, Coaching, Succession Planning, Venture Capital, Asset Allocation, Investment Management, Hedge Funds, Qualitative Research, Program Development, Quantitative Research, Research, Consulting, Philanthropy
Education
Saybrook Graduate School and Research Center 2002 — 2007
PhD, Organization Development and Change Management
Marquette University 1998 — 2002
MBA, Private Equity Finance and Entrepreneurship
Middlebury College 1992 — 1996
Bachelor of Arts (B.A.), Major: German Language Minor: Studio Art, Graduated with Honors
Prithi Balakarthik's World Financial Group (WFG) Experience November 2009 - December 2010
Job Business Analyst
Industry Information Technology and Services
Experience
PHP Agency LLC January 2011 - Present
World Financial Group (WFG) November 2009 - December 2010
Courtney Raymond Consultants October 2006 - October 2009
Skills
Project Management, Project Coordination, Program Management, Business Analysis, Sales Management, Sales Operations, Customer Service, Microsoft Excel, Wealth Management, Retirement Planning, Health Insurance, Financial Advisory, Financial Management..., Wealth Accumulation, Estate Tax Planning, Statistics, Financial Services
Education
Middlesex University 2002 — 2003
PG Diploma, Personal development and management skills
Middlesex University 1999 — 2002
BA Honors, Business Administration and Management, General
PHP Agency LLC January 2011 - Present
World Financial Group (WFG) November 2009 - December 2010
Courtney Raymond Consultants October 2006 - October 2009
Skills
Project Management, Project Coordination, Program Management, Business Analysis, Sales Management, Sales Operations, Customer Service, Microsoft Excel, Wealth Management, Retirement Planning, Health Insurance, Financial Advisory, Financial Management..., Wealth Accumulation, Estate Tax Planning, Statistics, Financial Services
Education
Middlesex University 2002 — 2003
PG Diploma, Personal development and management skills
Middlesex University 1999 — 2002
BA Honors, Business Administration and Management, General
Donal Sweeney's World Financial Group (WFG) Experience 2014 - 2015
Job Sr. Sales Executive, BSEE, CEM
Industry Facilities Services
Experience
CQ Construction July 2013 - Present
World Financial Group (WFG) 2014 - 2015
World Financial Group (WFG) 2014 - 2015
North Texas Assoc. of Energy Engineers January 2013 - December 2013
Power Analytics August 2011 - October 2012
Active Power June 2007 - August 2011
DataCom Power January 2004 - June 2007
Piller Power Systems 1990 - 2003
Skills
Energy Management, Electricians, Direct Sales, UPS systems, Generators, New Business Development, Power Supplies, Cooling Water, Data Center, Electricity, Power Generation, Switchgear, Engineering, Smart Grid, Power Quality, Power Systems, Facilities Management, Power Distribution, Electrical Engineering, HVAC, Energy, Energy Efficiency, Renewable Energy, Strategy, Manufacturing, Project Planning, Energy Conservation, Project Management, Electric Power, Electronics, Solar Energy, Building Automation, Automation, Engineers, Energy Audits, Alternative Energy, Commissioning, Power Electronics, Engineering Management, CRM, PLC, Low Voltage, Sales Management, Batteries, HVAC Controls, Channel Partners, Management, Contract Negotiation, Solution Selling, Demand Response
Education
McNeese State University
Bachelor of Science (BS), Electrical and Electronics Engineering
CQ Construction July 2013 - Present
World Financial Group (WFG) 2014 - 2015
World Financial Group (WFG) 2014 - 2015
North Texas Assoc. of Energy Engineers January 2013 - December 2013
Power Analytics August 2011 - October 2012
Active Power June 2007 - August 2011
DataCom Power January 2004 - June 2007
Piller Power Systems 1990 - 2003
Skills
Energy Management, Electricians, Direct Sales, UPS systems, Generators, New Business Development, Power Supplies, Cooling Water, Data Center, Electricity, Power Generation, Switchgear, Engineering, Smart Grid, Power Quality, Power Systems, Facilities Management, Power Distribution, Electrical Engineering, HVAC, Energy, Energy Efficiency, Renewable Energy, Strategy, Manufacturing, Project Planning, Energy Conservation, Project Management, Electric Power, Electronics, Solar Energy, Building Automation, Automation, Engineers, Energy Audits, Alternative Energy, Commissioning, Power Electronics, Engineering Management, CRM, PLC, Low Voltage, Sales Management, Batteries, HVAC Controls, Channel Partners, Management, Contract Negotiation, Solution Selling, Demand Response
Education
McNeese State University
Bachelor of Science (BS), Electrical and Electronics Engineering
John Jalil's World Financial Group (WFG) Experience April 1999 - Present
Job Branch Office Manager at Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. July 2005 - Present
World Financial Group (WFG) April 1999 - Present
Medi-Claim March 1987 - Present
Skills
Life Insurance, Retirement Planning, Variable Annuities, Indexed Annuities, 401k, Mutual Funds, Strategic Planning, Investment Advisory..., IRAs, Long Term Care Insurance, Estate Protection..., Executive Plans, Self-Made Pensions
Education
USC 1981 — 1983
MS, Structural Software Eng
McGill University 1979 — 1981
BEng, Structural Eng
Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. July 2005 - Present
World Financial Group (WFG) April 1999 - Present
Medi-Claim March 1987 - Present
Skills
Life Insurance, Retirement Planning, Variable Annuities, Indexed Annuities, 401k, Mutual Funds, Strategic Planning, Investment Advisory..., IRAs, Long Term Care Insurance, Estate Protection..., Executive Plans, Self-Made Pensions
Education
USC 1981 — 1983
MS, Structural Software Eng
McGill University 1979 — 1981
BEng, Structural Eng
Richard Lehmbeck's World Financial Group (WFG) Experience July 2010 - Present
Job HEALTHCARE/ECONOMIC DATA ANALYST at HEALTHCARE PARTNERS, IPA
Industry Financial Services
Experience
HEALTHCARE PARTNERS, IPA October 2011 - Present
World Financial Group (WFG) July 2010 - Present
US Census Bureau April 2010 - August 2010
Keane Inc. November 2008 - August 2009
HSBC Private Bank January 2001 - October 2008
HSBC Bank USA 1998 - 2008
Maxim Group / HSBC Bank March 1998 - January 2001
Finlay Fine Jewelry May 1995 - March 1998
Finlay Fine Jewelry 1996 - 1998
Serfin Securities September 1994 - May 1995
Skills
Application Support, SDLC, Testing, Banking, Business Analysis, Analysis, Access, Portfolio Management, Visio, Process Improvement, Risk Management, Data Analysis
Education
Mercy College 2006 — 2008
Master of Science, Banking
Saint John's University
Bachelor of Science, Finance
HEALTHCARE PARTNERS, IPA October 2011 - Present
World Financial Group (WFG) July 2010 - Present
US Census Bureau April 2010 - August 2010
Keane Inc. November 2008 - August 2009
HSBC Private Bank January 2001 - October 2008
HSBC Bank USA 1998 - 2008
Maxim Group / HSBC Bank March 1998 - January 2001
Finlay Fine Jewelry May 1995 - March 1998
Finlay Fine Jewelry 1996 - 1998
Serfin Securities September 1994 - May 1995
Skills
Application Support, SDLC, Testing, Banking, Business Analysis, Analysis, Access, Portfolio Management, Visio, Process Improvement, Risk Management, Data Analysis
Education
Mercy College 2006 — 2008
Master of Science, Banking
Saint John's University
Bachelor of Science, Finance
Yulanda Ong's World Financial Group (WFG) Experience 2009 - 2009
Job Broker/owner
Industry Real Estate
Experience
Realty World Champions October 1986 - Present
Ong Realty Investments, Inc. 1997 - 2010
World Financial Group (WFG) 2009 - 2009
Skills
Sellers, Investors, Real Estate, Buyers, Property, Listings
Education
National Taiwan University 1972 — 1974
undergraduate
Realty World Champions October 1986 - Present
Ong Realty Investments, Inc. 1997 - 2010
World Financial Group (WFG) 2009 - 2009
Skills
Sellers, Investors, Real Estate, Buyers, Property, Listings
Education
National Taiwan University 1972 — 1974
undergraduate
Kehinde Odusote's World Financial Group (WFG) Experience October 2010 - Present
Job Educator and Entrepreneur
Industry Individual & Family Services
Experience
World Financial Group (WFG) October 2010 - Present
Ogun State University August 1984 - August 1996
Education
University of Ibadan, Nigeria 1984 — 1986
Ph.D, Education Administration
Morgan State University 1981 — 1983
M.S, Recreational Administration and Supervision
Morgan State University,Baltimore 1978 — 1982
B.Sc;, Physical and Health Education, K-12
World Financial Group (WFG) October 2010 - Present
Ogun State University August 1984 - August 1996
Education
University of Ibadan, Nigeria 1984 — 1986
Ph.D, Education Administration
Morgan State University 1981 — 1983
M.S, Recreational Administration and Supervision
Morgan State University,Baltimore 1978 — 1982
B.Sc;, Physical and Health Education, K-12
Chiew Sing (Cindy) Ling, CFA's World Financial Group (WFG) Experience June 2001 - Present
Job Branch Office Manager, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) June 2001 - Present
New Frontiers Computing Solutions November 2000 - Present
Investment Advisors International 2006 - December 2011
State Street Global Advisors 1998 - 2000
Advance Investment Technologies 1996 - 1998
Bank of America 1994 - 1996
ITI 1990 - 1993
Information Tecnology Institute 1990 - 1992
Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies
Education
UNSW Australia 1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing
Monash University 1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) June 2001 - Present
New Frontiers Computing Solutions November 2000 - Present
Investment Advisors International 2006 - December 2011
State Street Global Advisors 1998 - 2000
Advance Investment Technologies 1996 - 1998
Bank of America 1994 - 1996
ITI 1990 - 1993
Information Tecnology Institute 1990 - 1992
Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies
Education
UNSW Australia 1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing
Monash University 1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science
David Clatterbuck's World Financial Group (WFG) Experience September 2014 - Present
Job Sponsorship Director at Capital Technology Initiative, Inc.
Industry Insurance
Experience
Capital Technology Initiative, Inc. April 2015 - Present
World Financial Group (WFG) September 2014 - Present
American Cancer Society May 2012 - May 2013
U.S. Environmental Protection Agency June 2009 - August 2009
Skills
International Relations, Policy Analysis, Public Policy, International..., Research, Politics, Community Outreach, Public Speaking, Event Planning, Foreign Policy, Non-profits, Social Media, Grant Writing, Nonprofits
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Public Administration
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Economics
Capital Technology Initiative, Inc. April 2015 - Present
World Financial Group (WFG) September 2014 - Present
American Cancer Society May 2012 - May 2013
U.S. Environmental Protection Agency June 2009 - August 2009
Skills
International Relations, Policy Analysis, Public Policy, International..., Research, Politics, Community Outreach, Public Speaking, Event Planning, Foreign Policy, Non-profits, Social Media, Grant Writing, Nonprofits
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Public Administration
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Economics
Mike Ong-Padilla's World Financial Group (WFG) Experience February 2010 - Present
Job Associate, Financial Education
Industry Financial Services
Experience
Schneider Electric August 2013 - Present
World Financial Group (WFG) February 2010 - Present
Kilowatts Design Company Inc. August 2011 - July 2013
Zedi Inc April 2011 - August 2011
Zedi inc June 2007 - July 2011
Zedi Inc May 2009 - July 2010
Zedi Inc May 2008 - May 2009
Universal Measurement Solutions Ltd. February 2006 - May 2008
Universal Measurement Solutions Ltd February 2006 - May 2008
Universal Measurement Solutions Ltd. May 2005 - January 2006
Skills
Insurance, Investments, Strategic Financial..., Retirement Planning, Troubleshooting, Software Documentation, Project Management, Testing, System Administration, Engineering, Strategic Planning
Education
Northern Alberta Institute of Technology 2000 — 2002
Diploma, Computer Systems Technology
Northern Alberta Institute of Technology 1998 — 2000
Diploma, Electrical Engineering Technology
Life License: Alberta
Schneider Electric August 2013 - Present
World Financial Group (WFG) February 2010 - Present
Kilowatts Design Company Inc. August 2011 - July 2013
Zedi Inc April 2011 - August 2011
Zedi inc June 2007 - July 2011
Zedi Inc May 2009 - July 2010
Zedi Inc May 2008 - May 2009
Universal Measurement Solutions Ltd. February 2006 - May 2008
Universal Measurement Solutions Ltd February 2006 - May 2008
Universal Measurement Solutions Ltd. May 2005 - January 2006
Skills
Insurance, Investments, Strategic Financial..., Retirement Planning, Troubleshooting, Software Documentation, Project Management, Testing, System Administration, Engineering, Strategic Planning
Education
Northern Alberta Institute of Technology 2000 — 2002
Diploma, Computer Systems Technology
Northern Alberta Institute of Technology 1998 — 2000
Diploma, Electrical Engineering Technology
Life License: Alberta
Chris & Linda Stephanovich's World Financial Group (WFG) Experience 2008 - 2011
Job Blessing's Ministry Coordinator
Industry Civic & Social Organization
Experience
World Financial Group (WFG) 2008 - 2011
St. Lukes's Medical Center 1988 - 1990
Eder Industries 1982 - 1988
Skills
Team Leadership, Team Building, Nonprofits, Training, Process Improvement, Budgets, Windows, Community Outreach, Fundraising, Software Documentation, Social Media, First Time Home Buyers, Human Resources, Event Management, Account Management, Public Speaking, Customer Service
Education
Milwaukee Area Technical College
Associate's degree, Business Administration and Management, General
Oak Creek Senior High
World Financial Group (WFG) 2008 - 2011
St. Lukes's Medical Center 1988 - 1990
Eder Industries 1982 - 1988
Skills
Team Leadership, Team Building, Nonprofits, Training, Process Improvement, Budgets, Windows, Community Outreach, Fundraising, Software Documentation, Social Media, First Time Home Buyers, Human Resources, Event Management, Account Management, Public Speaking, Customer Service
Education
Milwaukee Area Technical College
Associate's degree, Business Administration and Management, General
Oak Creek Senior High
Michael Bruggeman's World Financial Group (WFG) Experience July 2000 - November 2009
Job Senior Desktop Analyst at Kawneer
Industry Information Technology and Services
Experience
Stephanini 2009 - Present
World Financial Group (WFG) July 2000 - November 2009
InfoLab Systems, Inc September 1997 - June 2000
Education
University of Cincinnati 1978 — 1981
M.S. 1981, Biological Science
Miami University 1974 — 1977
B.A. 1977, Zoology
Stephanini 2009 - Present
World Financial Group (WFG) July 2000 - November 2009
InfoLab Systems, Inc September 1997 - June 2000
Education
University of Cincinnati 1978 — 1981
M.S. 1981, Biological Science
Miami University 1974 — 1977
B.A. 1977, Zoology
Jack Daus's World Financial Group (WFG) Experience August 2008 - May 2013
Job Entrepenuer
Industry Financial Services
Experience
Real Estate Investor 1998 - Present
Transamerica Financial Advisors, Inc. January 2012 - May 2013
World Financial Group (WFG) August 2008 - May 2013
Hard Rock Tool 2002 - 2010
Hard Rock Tool 2002 - 2010
Skills
Retirement Planning, Sales, Mortgage Lending, Asset Management, Banking, Risk Management, Credit, Strategic Financial..., Customer Service, Fixed Annuities, Insurance, Financial Planning, Life Insurance, Marketing
Education
Middlesex County College 1990 — 1997
Environmental Technology
Real Estate Investor 1998 - Present
Transamerica Financial Advisors, Inc. January 2012 - May 2013
World Financial Group (WFG) August 2008 - May 2013
Hard Rock Tool 2002 - 2010
Hard Rock Tool 2002 - 2010
Skills
Retirement Planning, Sales, Mortgage Lending, Asset Management, Banking, Risk Management, Credit, Strategic Financial..., Customer Service, Fixed Annuities, Insurance, Financial Planning, Life Insurance, Marketing
Education
Middlesex County College 1990 — 1997
Environmental Technology
Kristen Hoppe's World Financial Group (WFG) Experience 1999 - 2002
Job Administrative Assistant at Children's Hospital of The King's Daughters
Industry Executive Office
Experience
Children's Hospital of The King's Daughters January 2014 - Present
Discount Tire/America's Tire Co. 2011 - 2012
Primary Provider Management Co. 2007 - 2010
Congregation Adat Yeshurun 2003 - 2007
Sheraton Hotel and Marina San Diego 2002 - 2003
World Financial Group (WFG) 1999 - 2002
Hyatt Hotels and Resorts 1996 - 1999
Skills
Retail, Outlook, Microsoft Office, Microsoft Excel, Leadership, Human Resources, Forecasting, Administrative..., Spreadsheets, Customer Service
Education
Mira Mesa High School
MiraCosta College
San Diego Miramar College
Children's Hospital of The King's Daughters January 2014 - Present
Discount Tire/America's Tire Co. 2011 - 2012
Primary Provider Management Co. 2007 - 2010
Congregation Adat Yeshurun 2003 - 2007
Sheraton Hotel and Marina San Diego 2002 - 2003
World Financial Group (WFG) 1999 - 2002
Hyatt Hotels and Resorts 1996 - 1999
Skills
Retail, Outlook, Microsoft Office, Microsoft Excel, Leadership, Human Resources, Forecasting, Administrative..., Spreadsheets, Customer Service
Education
Mira Mesa High School
MiraCosta College
San Diego Miramar College
Kathy Furlong's World Financial Group (WFG) Experience Co ownerNeal's Hair CompanyApril 1981 - Present
Job Co owner at Neal's Hair Company
Industry Financial Services
Experience
World Financial Group (WFG) Co ownerNeal's Hair CompanyApril 1981 - Present
Education
Northeastern State University 1977 — 1978
Rita Hair Institute 1975 — 1976
Cosmotology
Westville High School 1971 — 1974
World Financial Group (WFG) Co ownerNeal's Hair CompanyApril 1981 - Present
Education
Northeastern State University 1977 — 1978
Rita Hair Institute 1975 — 1976
Cosmotology
Westville High School 1971 — 1974
Anthony Di Miele's World Financial Group (WFG) Experience January 2001 - January 2012
Job Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Branch Office of Transamerica Financial Advisors, Inc January 2012 - Present
World Financial Group (WFG) January 2001 - January 2012
KPMG January 1998 - December 2001
Education
Northern Illinois University 1994 — 1998
BS, Accounting
Brother Rice High School 1990 — 1994
Branch Office of Transamerica Financial Advisors, Inc January 2012 - Present
World Financial Group (WFG) January 2001 - January 2012
KPMG January 1998 - December 2001
Education
Northern Illinois University 1994 — 1998
BS, Accounting
Brother Rice High School 1990 — 1994
Jack Spivey's World Financial Group (WFG) Experience April 2006 - December 2009
Job Field Agent at Financial Education Services
Industry Financial Services
Experience
Financial Education Services October 2014 - Present
Professional Pension Fund / Living Trust February 2013 - Present
National Agents Alliance Corporate October 2009 - Present
Jack Haywood August 1983 - December 2012
World Financial Group (WFG) April 2006 - December 2009
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Mortgage Lending, Pastoral Counseling, Public Speaking, Events Coordination, Professional Services, Direct Sales, Team Building, Small Business, Retirement, Financial Services, Term Life Insurance, Underwriting, IRAs, Long-term Care, Strategic Financial..., Financial Planning
Education
American College of Certified Forensic Counselors 2011 — 2012
Certified, Pastoral Addiction Counselor
National University 1991 — 1995
BBMA, Business and Finance
Financial Education Services October 2014 - Present
Professional Pension Fund / Living Trust February 2013 - Present
National Agents Alliance Corporate October 2009 - Present
Jack Haywood August 1983 - December 2012
World Financial Group (WFG) April 2006 - December 2009
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Mortgage Lending, Pastoral Counseling, Public Speaking, Events Coordination, Professional Services, Direct Sales, Team Building, Small Business, Retirement, Financial Services, Term Life Insurance, Underwriting, IRAs, Long-term Care, Strategic Financial..., Financial Planning
Education
American College of Certified Forensic Counselors 2011 — 2012
Certified, Pastoral Addiction Counselor
National University 1991 — 1995
BBMA, Business and Finance
Gary Ingraham's World Financial Group (WFG) Experience Insurance AgentAccount ManagerMerchant ServicesSeptember 2012 - Present
Job Account Manager at Merchant Services
Industry Financial Services
Experience
World Financial Group (WFG) Insurance AgentAccount ManagerMerchant ServicesSeptember 2012 - Present
World Financial Group 2009 - December 2011
Philips 2003 - 2009
Skills
Sales Management, Medical Devices, Product Marketing, New Business Development, Cross-functional Team..., Selling, Customer Service, Sales, Marketing Strategy, Sales Operations, Marketing, Healthcare, Coaching, Product Development, Account Management, Business Development
Education
Mt. San Antonio College 1967 — 1973
Associate of Arts (AA), PreDental
World Financial Group (WFG) Insurance AgentAccount ManagerMerchant ServicesSeptember 2012 - Present
World Financial Group 2009 - December 2011
Philips 2003 - 2009
Skills
Sales Management, Medical Devices, Product Marketing, New Business Development, Cross-functional Team..., Selling, Customer Service, Sales, Marketing Strategy, Sales Operations, Marketing, Healthcare, Coaching, Product Development, Account Management, Business Development
Education
Mt. San Antonio College 1967 — 1973
Associate of Arts (AA), PreDental
Lihua He's World Financial Group (WFG) Experience July 2012 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) July 2012 - Present
Transamerica Financial Advisors, Inc.Transamerica Financial Group Division January 2012 - Present
JP Jaman Mortgage July 2009 - Present
World Group Securities Inc March 2005 - January 2012
American Family Mortgage LLC December 2007 - June 2009
Sunstar Mortgage January 2004 - October 2007
Skills
Mortgage Lending, Refinance, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Health Insurance, Residential Mortgages, Retirement Strategies, College Funding...
Education
Nankai University
Bachelor, Economics
World Financial Group (WFG) July 2012 - Present
Transamerica Financial Advisors, Inc.Transamerica Financial Group Division January 2012 - Present
JP Jaman Mortgage July 2009 - Present
World Group Securities Inc March 2005 - January 2012
American Family Mortgage LLC December 2007 - June 2009
Sunstar Mortgage January 2004 - October 2007
Skills
Mortgage Lending, Refinance, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Health Insurance, Residential Mortgages, Retirement Strategies, College Funding...
Education
Nankai University
Bachelor, Economics
Hanif Rayani's World Financial Group (WFG) Experience April 2005 - April 2010
Job Supporting and leading people everday to increase skills and to enhance their personal brand to achieve their dreams.
Industry Telecommunications
Experience
TELUS March 2012 - Present
TELUS September 2008 - December 2011
World Financial Group (WFG) April 2005 - April 2010
Save on Telecom 2003 - 2008
Skills
Telecommunications, Managed Services, Sales, IPTV, Ethernet, DSL, Fiber Optics, Avaya, Customer Experience, WiFi, Cisco Technologies, Marketing, Customer Retention, Coaching, Management, Call Centers, Customer Service, Project Management, Leadership, Team Leadership, Team Management, Strategy, Business Analysis, Customer Satisfaction, Strategic Planning, Negotiation, Change Management, Business Strategy
Education
Mount Royal University 1996 — 1999
Business, Management, Marketing, and Related Support Services
TELUS March 2012 - Present
TELUS September 2008 - December 2011
World Financial Group (WFG) April 2005 - April 2010
Save on Telecom 2003 - 2008
Skills
Telecommunications, Managed Services, Sales, IPTV, Ethernet, DSL, Fiber Optics, Avaya, Customer Experience, WiFi, Cisco Technologies, Marketing, Customer Retention, Coaching, Management, Call Centers, Customer Service, Project Management, Leadership, Team Leadership, Team Management, Strategy, Business Analysis, Customer Satisfaction, Strategic Planning, Negotiation, Change Management, Business Strategy
Education
Mount Royal University 1996 — 1999
Business, Management, Marketing, and Related Support Services
DiSean Burns's World Financial Group (WFG) Experience October 2014 - Present
Job Chief Executive Officer at Piedmont Wine & Wealth, LLC
Industry Financial Services
Experience
Piedmont Wine and Wealth March 2015 - Present
Heartland Institute of Financial Education April 2015 - Present
World Financial Group (WFG) October 2014 - Present
Studio Movie Grill March 2013 - August 2015
Yodle May 2014 - December 2014
Sprint By Voicelink Wireless December 2011 - March 2013
Dick Smith Nissan March 2011 - December 2011
Wild Wing Cafe March 2008 - May 2011
Applebee's September 2006 - April 2008
Skills
Customer Service, Sales, Marketing, Leadership, Microsoft Office, Restaurant Management, Customer Satisfaction, Management, Retail, Sales Management, Social Networking, Training, Social Media Marketing, Team Building, Bartending, Menu Development, Restaurants, Wine, Food & Beverage, Beer, Inventory Management, Guest Satisfaction, Staff Training, Hiring, Scheduling, POS, Promotions, Daily Operations, Sales Presentations, Sales Process, Customer Retention, Customer Acquisition, Social Media, Life Insurance, Term Life Insurance, Mutual Funds, Variable Annuities, Variable Life, Variable Products, Indexed Annuities, Equity Indexed Annuities, Universal Life, Unit Investment Trusts, Investments, Investment Advisory, Financial Analysis, Financial Planning
Education
Midlands Technical College 2005 — 2007
Associate's Degree, Marketing
Piedmont Wine and Wealth March 2015 - Present
Heartland Institute of Financial Education April 2015 - Present
World Financial Group (WFG) October 2014 - Present
Studio Movie Grill March 2013 - August 2015
Yodle May 2014 - December 2014
Sprint By Voicelink Wireless December 2011 - March 2013
Dick Smith Nissan March 2011 - December 2011
Wild Wing Cafe March 2008 - May 2011
Applebee's September 2006 - April 2008
Skills
Customer Service, Sales, Marketing, Leadership, Microsoft Office, Restaurant Management, Customer Satisfaction, Management, Retail, Sales Management, Social Networking, Training, Social Media Marketing, Team Building, Bartending, Menu Development, Restaurants, Wine, Food & Beverage, Beer, Inventory Management, Guest Satisfaction, Staff Training, Hiring, Scheduling, POS, Promotions, Daily Operations, Sales Presentations, Sales Process, Customer Retention, Customer Acquisition, Social Media, Life Insurance, Term Life Insurance, Mutual Funds, Variable Annuities, Variable Life, Variable Products, Indexed Annuities, Equity Indexed Annuities, Universal Life, Unit Investment Trusts, Investments, Investment Advisory, Financial Analysis, Financial Planning
Education
Midlands Technical College 2005 — 2007
Associate's Degree, Marketing
Simmi D'Costa's World Financial Group (WFG) Experience March 2013 - Present
Job Director of Expansion
Industry Financial Services
Experience
World Financial Group (WFG) March 2013 - Present
McGraw-Hill Companies February 2008 - June 2011
Jackson Lewis LLP 2000 - 2008
Nassau Community College 1997 - 1999
Skills
Training, Leadership, Management, Analysis, Strategy, Team Building, Public Speaking, Time Management, Recruiting, Finance, Research, Teamwork, Social Networking, Data Analysis, Team Leadership, New Business Development, Social Media, Process Improvement, Fun Loving, Loving Life
Education
State University of New York College at Old Westbury 2000 — 2002
Bachelor of Science, Management Information Systems
Nassau Community College
Associate Degree, Liberal Arts; accounting background
World Financial Group (WFG) March 2013 - Present
McGraw-Hill Companies February 2008 - June 2011
Jackson Lewis LLP 2000 - 2008
Nassau Community College 1997 - 1999
Skills
Training, Leadership, Management, Analysis, Strategy, Team Building, Public Speaking, Time Management, Recruiting, Finance, Research, Teamwork, Social Networking, Data Analysis, Team Leadership, New Business Development, Social Media, Process Improvement, Fun Loving, Loving Life
Education
State University of New York College at Old Westbury 2000 — 2002
Bachelor of Science, Management Information Systems
Nassau Community College
Associate Degree, Liberal Arts; accounting background
Erik Strautnieks's World Financial Group (WFG) Experience December 2013 - Present
Job World Financial Group (WFG) helping folks make money, save money, minimize taxes and protect principal
Industry Financial Services
Experience
World Financial Group (WFG) December 2013 - Present
GTS - Global Technology Systems/Honeywell Batteries April 2012 - December 2013
Ultralife Corporation November 2005 - January 2012
GEICO June 2004 - November 2005
U.S. Marine Corps February 1993 - June 2004
Skills
Sales Manager, Sales Supervisor, HR Director, Recruiter, Military, DoD, Security Clearance, Program Management, Government Contracting, Government, Defense, Proposal Writing, Operations Management, Contract Negotiation, Operational Planning, Government Procurement, Security, Leadership, Sales, Command, Cross-functional Team..., Contract Management, Process Improvement, Management, Team Building, Tactics, Military Operations, Recruiting, Navy, Intelligence, Army, Satellite Communications, Lithium-ion Batteries, Military Experience, Energy Storage, Logistics, Defence, Systems Engineering, Organizational..., Military Logistics, Information Assurance, Strategic Planning, Team Leadership, Customer Service, Microsoft Office, Project Planning, Project Management, Sales Management, Public Speaking, Leadership Development
Education
National University 1997 — 1999
BBA, Business Administration w/ concentration in HR
Douglas MacArthur HS 1979 — 1981
HS diploma
WOBC
World Financial Group (WFG) December 2013 - Present
GTS - Global Technology Systems/Honeywell Batteries April 2012 - December 2013
Ultralife Corporation November 2005 - January 2012
GEICO June 2004 - November 2005
U.S. Marine Corps February 1993 - June 2004
Skills
Sales Manager, Sales Supervisor, HR Director, Recruiter, Military, DoD, Security Clearance, Program Management, Government Contracting, Government, Defense, Proposal Writing, Operations Management, Contract Negotiation, Operational Planning, Government Procurement, Security, Leadership, Sales, Command, Cross-functional Team..., Contract Management, Process Improvement, Management, Team Building, Tactics, Military Operations, Recruiting, Navy, Intelligence, Army, Satellite Communications, Lithium-ion Batteries, Military Experience, Energy Storage, Logistics, Defence, Systems Engineering, Organizational..., Military Logistics, Information Assurance, Strategic Planning, Team Leadership, Customer Service, Microsoft Office, Project Planning, Project Management, Sales Management, Public Speaking, Leadership Development
Education
National University 1997 — 1999
BBA, Business Administration w/ concentration in HR
Douglas MacArthur HS 1979 — 1981
HS diploma
WOBC
Edward Ramos's World Financial Group (WFG) Experience November 2011 - August 2012
Job Ruby Automation Developer at The Wendy's Company
Industry Computer Software
Experience
The Wendy's Company August 2015 - Present
Nationwide Financial July 2014 - June 2015
Nationwide Financial October 2013 - June 2014
Nationwide Financial January 2013 - September 2013
CareWorks Tech January 2013 - September 2013
CAS October 2012 - December 2012
Cardinal Health March 2012 - September 2012
World Financial Group (WFG) November 2011 - August 2012
R&B PC Solutions 2010 - 2012
Tarleton State University November 2007 - January 2011
Skills
Java, XML, HTML, Quality Center, JavaScript, Agile Methodologies, Technical Support, Ruby, Linux, SQL, Troubleshooting, LoadRunner, Software Development, Engineering, Programming, Android Development, Ruby on Rails, Physics, Mathematics, Testing, SDLC, Performance Engineering, Script Creation, Defect Logging, HP Quality Center, HP Performance Center, QTP, SiteScope, Wily Introscope, Cucumber, RubyMine, ATDD, BDD, Windows
Education
Muskingum College 2015 — 2019
Master's Degree, Master of Information Strategy, Systems and Technology (MISST)
Tarleton State University 2005 — 2010
BS in Computer Science, minor General Engineering, minor Spanish
The Wendy's Company August 2015 - Present
Nationwide Financial July 2014 - June 2015
Nationwide Financial October 2013 - June 2014
Nationwide Financial January 2013 - September 2013
CareWorks Tech January 2013 - September 2013
CAS October 2012 - December 2012
Cardinal Health March 2012 - September 2012
World Financial Group (WFG) November 2011 - August 2012
R&B PC Solutions 2010 - 2012
Tarleton State University November 2007 - January 2011
Skills
Java, XML, HTML, Quality Center, JavaScript, Agile Methodologies, Technical Support, Ruby, Linux, SQL, Troubleshooting, LoadRunner, Software Development, Engineering, Programming, Android Development, Ruby on Rails, Physics, Mathematics, Testing, SDLC, Performance Engineering, Script Creation, Defect Logging, HP Quality Center, HP Performance Center, QTP, SiteScope, Wily Introscope, Cucumber, RubyMine, ATDD, BDD, Windows
Education
Muskingum College 2015 — 2019
Master's Degree, Master of Information Strategy, Systems and Technology (MISST)
Tarleton State University 2005 — 2010
BS in Computer Science, minor General Engineering, minor Spanish
Kwame Askia's World Financial Group (WFG) Experience March 2011 - Present
Job Business Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) March 2011 - Present
Skills
Relationship Management, Strategic Financial...
Education
Morehouse College 2004 — 2009
Business Administration, Marketing
World Financial Group (WFG) March 2011 - Present
Skills
Relationship Management, Strategic Financial...
Education
Morehouse College 2004 — 2009
Business Administration, Marketing
Sally Phu's World Financial Group (WFG) Experience September 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
World Financial Group (WFG) September 2009 - Present
Education
Normandale Community College 2008 — 2010
World Financial Group (WFG) September 2009 - Present
Education
Normandale Community College 2008 — 2010
Minister Rita R Chapman's World Financial Group (WFG) Experience August 2015 - Present
Job Financial Advisor at World Financial Group (WFG)
Industry Hospital & Health Care
Experience
World Financial Group (WFG) August 2015 - Present
Women at the Well Living Water Ministry 2010 - Present
W.I.S.E. Walking In the Spirit of Excellence November 2014 - Present
Anthem, Inc. June 2004 - Present
Divas Apparel & Accessories: Online Boutique January 2012 - Present
Regent University January 2011 - Present
God's Anointed Touch Ministries May 2015 - Present
The Birthing Place Worship Center April 2010 - January 2015
Skills
Organizational..., Healthcare, Healthcare Management, Managed Care, Medicaid, Medicare, Nursing, Healthcare Information..., HIPAA, SharePoint Designer, Microsoft Technologies, Macess, Case Managment, Customer Service, Proposal Writing, Business Process..., Performance Management, Performance Appraisal, Performance Improvement, Employee Training, Training, Home Care, Hospitals, Policy, Staff Development, Program Development, EHR, Clinical Research, Case Management, Healthcare Consulting, Behavioral Health, Leadership, Management, Public Speaking, Team Building, Program Management, Strategic Planning
Education
Strayer University (VA) 2009 — 2011
MBA, Management
Norfolk State University 2004 — 2006
RN-BSN, Nursing
Norfolk State University 1990 — 1993
Associate of Science (A.S.), Registered Nursing/Registered Nurse
World Financial Group (WFG) August 2015 - Present
Women at the Well Living Water Ministry 2010 - Present
W.I.S.E. Walking In the Spirit of Excellence November 2014 - Present
Anthem, Inc. June 2004 - Present
Divas Apparel & Accessories: Online Boutique January 2012 - Present
Regent University January 2011 - Present
God's Anointed Touch Ministries May 2015 - Present
The Birthing Place Worship Center April 2010 - January 2015
Skills
Organizational..., Healthcare, Healthcare Management, Managed Care, Medicaid, Medicare, Nursing, Healthcare Information..., HIPAA, SharePoint Designer, Microsoft Technologies, Macess, Case Managment, Customer Service, Proposal Writing, Business Process..., Performance Management, Performance Appraisal, Performance Improvement, Employee Training, Training, Home Care, Hospitals, Policy, Staff Development, Program Development, EHR, Clinical Research, Case Management, Healthcare Consulting, Behavioral Health, Leadership, Management, Public Speaking, Team Building, Program Management, Strategic Planning
Education
Strayer University (VA) 2009 — 2011
MBA, Management
Norfolk State University 2004 — 2006
RN-BSN, Nursing
Norfolk State University 1990 — 1993
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Tina Greer's World Financial Group (WFG) Experience November 2009 - November 2012
Job Owner at Greer Health & Financial Services
Industry Financial Services
Experience
Greer Health & Financial Services January 2012 - Present
World Financial Group (WFG) November 2009 - November 2012
CACI International Inc 2005 - 2012
Skills
Entrepreneurship, Strategic Planning, Customer Service, Public Speaking, Marketing, Strategic Financial..., Investments, Small Business, Insurance, Financial Analysis, Budgets, Consulting, Employee Training, Risk Management, Team Building, Coaching, Business, Business Strategy
Education
Murray State University 1999 — 2001
MPA, Public Adminstration, Finance
Greer Health & Financial Services January 2012 - Present
World Financial Group (WFG) November 2009 - November 2012
CACI International Inc 2005 - 2012
Skills
Entrepreneurship, Strategic Planning, Customer Service, Public Speaking, Marketing, Strategic Financial..., Investments, Small Business, Insurance, Financial Analysis, Budgets, Consulting, Employee Training, Risk Management, Team Building, Coaching, Business, Business Strategy
Education
Murray State University 1999 — 2001
MPA, Public Adminstration, Finance
Shek Seto's World Financial Group (WFG) Experience 2013 - Present
Job Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) 2013 - Present
BNY Mellon November 2004 - June 2014
Sprint September 1994 - August 2004
TYMNET (McDonnell Douglas/BT North America) July 1987 - September 1994
Skills
Financial Services, Life Insurance, Disaster Recovery, Data Center
Education
Polytechnic University 1982 — 1987
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
McKee Vocational and Technical High School 1978 — 1982
World Financial Group (WFG) 2013 - Present
BNY Mellon November 2004 - June 2014
Sprint September 1994 - August 2004
TYMNET (McDonnell Douglas/BT North America) July 1987 - September 1994
Skills
Financial Services, Life Insurance, Disaster Recovery, Data Center
Education
Polytechnic University 1982 — 1987
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
McKee Vocational and Technical High School 1978 — 1982
Chris D. Bentley, CFE's World Financial Group (WFG) Experience 2000 - 2009
Job Bank Secrecy Act Officer at First National Bank of Wichita Falls
Industry Banking
Experience
First National Bank of Wichita Falls March 2013 - Present
Evergreen Properties July 2007 - Present
Forfeiture Support Associates March 2010 - March 2013
American Classic Agency 2009 - 2010
Supreme Lending January 2009 - October 2009
World Financial Group (WFG) 2000 - 2009
A-K Real Estate and Financial June 2005 - December 2006
Skills
Investments, Finance, Customer Service, Sales, Banking, Real Estate, Credit, Insurance, Loans, Analysis, Leadership, Mortgage Lending, Financial Services, Investment Properties, Portfolio Management, Team Building, Due Diligence, Training, Negotiation, Strategic Planning, Public Speaking, Securities, Bank Secrecy Act, Anti Money Laundering, Certified Fraud Examiner, Fraud Detection, Residential Mortgages, Team Leadership, First Time Home Buyers, Compliance, Contract Negotiation, Purchase, Entrepreneurship, Residential, Residential Homes, Commercial Real Estate, Motivational Speaking, Compliance Management
Education
Henley-Putnam University 2010 — 2012
Bachelor of Science, Intelligence Management
Montgomery College 1996 — 2003
Associates, Business
First National Bank of Wichita Falls March 2013 - Present
Evergreen Properties July 2007 - Present
Forfeiture Support Associates March 2010 - March 2013
American Classic Agency 2009 - 2010
Supreme Lending January 2009 - October 2009
World Financial Group (WFG) 2000 - 2009
A-K Real Estate and Financial June 2005 - December 2006
Skills
Investments, Finance, Customer Service, Sales, Banking, Real Estate, Credit, Insurance, Loans, Analysis, Leadership, Mortgage Lending, Financial Services, Investment Properties, Portfolio Management, Team Building, Due Diligence, Training, Negotiation, Strategic Planning, Public Speaking, Securities, Bank Secrecy Act, Anti Money Laundering, Certified Fraud Examiner, Fraud Detection, Residential Mortgages, Team Leadership, First Time Home Buyers, Compliance, Contract Negotiation, Purchase, Entrepreneurship, Residential, Residential Homes, Commercial Real Estate, Motivational Speaking, Compliance Management
Education
Henley-Putnam University 2010 — 2012
Bachelor of Science, Intelligence Management
Montgomery College 1996 — 2003
Associates, Business
Lily Assefa's World Financial Group (WFG) Experience April 2014 - Present
Job Residential Real Estate Agent with Long &Foster
Industry Financial Services
Experience
OnDeck June 2014 - Present
World Financial Group (WFG) April 2014 - Present
The Four Seasons Hotel September 2007 - Present
New River Community College December 2004 - May 2005
The Ritz Carlton Hotel September 2001 - December 2004
Skills
Banking, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Analysis, Financial Analysis, Management, Team Building, Program Management, Accounting, Leadership
Education
George Mason Uni 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
New River Community College 2005 — 2006
Associate's degree, Business Administration and Management, General
OnDeck June 2014 - Present
World Financial Group (WFG) April 2014 - Present
The Four Seasons Hotel September 2007 - Present
New River Community College December 2004 - May 2005
The Ritz Carlton Hotel September 2001 - December 2004
Skills
Banking, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Analysis, Financial Analysis, Management, Team Building, Program Management, Accounting, Leadership
Education
George Mason Uni 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
New River Community College 2005 — 2006
Associate's degree, Business Administration and Management, General
Trevor Maimann's World Financial Group (WFG) Experience AgentWorld Financial Group
Job Independent consultant at Group One Media Edmonton
Industry Financial Services
Experience
World Financial Group (WFG) AgentWorld Financial Group
Group One Media Edmonton December 2012 - Present
Epoch Times October 2010 - January 2012
Education
Northern Alberta Institute of Technology / NAIT 2007 — 2010
Architectural Technologist Certificate, Architectural and Building Sciences/Technology
World Financial Group (WFG) AgentWorld Financial Group
Group One Media Edmonton December 2012 - Present
Epoch Times October 2010 - January 2012
Education
Northern Alberta Institute of Technology / NAIT 2007 — 2010
Architectural Technologist Certificate, Architectural and Building Sciences/Technology
Tina Gribby's World Financial Group (WFG) Experience August 2008 - Present
Job Owner, The Balancing Art
Industry Financial Services
Experience
World Financial Group (WFG) August 2008 - Present
The Balancing Art March 2005 - Present
Ceridian 2001 - 2005
Alberta Traffic Supply Ltd. 1989 - 2001
Skills
Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Coaching, Sales, Teaching, Team Building, Small Business, Training, Leadership Development, Time Management, Leadership, Team Leadership, Event Planning, Social Networking
Education
Business Career College 2008 — 2008
Life Licence Qualification Program, Life Licence & Accident & Sickness Licence
Northern Alberta Institute of Technology / NAIT 2001 — 2002
Canadian Payroll Association Level 1, Canadian Payroll Association, CPA Level 1
Career College 1988 — 1988
Accounting Diploma, Accounting and Related Services, Diploma
World Financial Group (WFG) August 2008 - Present
The Balancing Art March 2005 - Present
Ceridian 2001 - 2005
Alberta Traffic Supply Ltd. 1989 - 2001
Skills
Customer Service, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Coaching, Sales, Teaching, Team Building, Small Business, Training, Leadership Development, Time Management, Leadership, Team Leadership, Event Planning, Social Networking
Education
Business Career College 2008 — 2008
Life Licence Qualification Program, Life Licence & Accident & Sickness Licence
Northern Alberta Institute of Technology / NAIT 2001 — 2002
Canadian Payroll Association Level 1, Canadian Payroll Association, CPA Level 1
Career College 1988 — 1988
Accounting Diploma, Accounting and Related Services, Diploma
Donald Alonzie's World Financial Group (WFG) Experience December 2011 - Present
Job Licensed Associate at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) December 2011 - Present
Citiview Connections October 2010 - December 2011
On-Guard Security Services September 2008 - December 2009
Skills
Critical Thinking, Complex Problem Solving, Negotiation, Persuasion, Public Speaking, Social Perceptiveness, Time Management, Service Orientation, Customer Service, Deductive Reasoning, Writing Expression, Reading Comprehension, Near Vision, Problem Sensitive, Selective Attention, Interpersonal..., Active Learning, Active Listening, Oral Comprehension, Decision Making, Networking, Problem Solving, Team Player, Analyzing Problems, Attention to Detail, Taking Decisive Action, Taking Personal..., Strong ability to..., Proficiency in..., Fluent in English,..., Type 50 WPM, Thinking Outside The Box, Self Starter, Proactivity, Customer Relations
Education
Mercy College 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice
Christopher Columbus High School 1996 — 2000
High School Diploma, Libral Arts
World Financial Group (WFG) December 2011 - Present
Citiview Connections October 2010 - December 2011
On-Guard Security Services September 2008 - December 2009
Skills
Critical Thinking, Complex Problem Solving, Negotiation, Persuasion, Public Speaking, Social Perceptiveness, Time Management, Service Orientation, Customer Service, Deductive Reasoning, Writing Expression, Reading Comprehension, Near Vision, Problem Sensitive, Selective Attention, Interpersonal..., Active Learning, Active Listening, Oral Comprehension, Decision Making, Networking, Problem Solving, Team Player, Analyzing Problems, Attention to Detail, Taking Decisive Action, Taking Personal..., Strong ability to..., Proficiency in..., Fluent in English,..., Type 50 WPM, Thinking Outside The Box, Self Starter, Proactivity, Customer Relations
Education
Mercy College 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice
Christopher Columbus High School 1996 — 2000
High School Diploma, Libral Arts
Vann Malinowski's World Financial Group (WFG) Experience June 2009 - Present
Job Student at Northeastern Junior College
Industry Marketing and Advertising
Experience
World Financial Group (WFG) June 2009 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing
Education
Northeastern Junior College 2010 — 2012
World Financial Group (WFG) June 2009 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Customer Service, Social Media Marketing
Education
Northeastern Junior College 2010 — 2012
Eddie Nicolas's World Financial Group (WFG) Experience November 2010 - Present
Job Associate
Industry Insurance
Experience
World Financial Group (WFG) November 2010 - Present
Macy's August 2010 - May 2011
Los Angeles Superior Court Archives May 2008 - September 2008
Skills
Self Motivated, bilingual, Creative, Resourceful, Amazing Work Ethic
Education
Musicians Institute 2009 — 2010
Audio Engineering
Los Angeles High School 2004 — 2008
World Financial Group (WFG) November 2010 - Present
Macy's August 2010 - May 2011
Los Angeles Superior Court Archives May 2008 - September 2008
Skills
Self Motivated, bilingual, Creative, Resourceful, Amazing Work Ethic
Education
Musicians Institute 2009 — 2010
Audio Engineering
Los Angeles High School 2004 — 2008
Ngoc Tram Dong's World Financial Group (WFG) Experience October 2012 - Present
Job Associate at World Financial Group (WFG)
Industry Education Management
Experience
World Financial Group (WFG) October 2012 - Present
UCB ECEP February 2008 - Present
Education
Merritt College
Associate of Arts (AA), Child Development
World Financial Group (WFG) October 2012 - Present
UCB ECEP February 2008 - Present
Education
Merritt College
Associate of Arts (AA), Child Development
Robert Galbraith's World Financial Group (WFG) Experience 2011 - 2014
Job Galbraith Insurance
Industry Insurance
Experience
Self-employed October 2011 - Present
Enrolled Agent - Income Tax Preparation January 1996 - Present
Self Employed January 1996 - Present
Santino Enterprises, Inc. October 1995 - Present
World Financial Group (WFG) 2011 - 2014
Homeshield, Inc. January 1990 - January 1993
Skills
drum and bugle corps, Carpet Cleaning, QuickBooks, Microsoft Office, Managerial Finance, Accounts Payable, Accounts Receivable, Church Music, Church Administration, Sound Editing, Live Sound, trumpet
Education
Michigan State University 1985 — 1987
Accounting
Bridgeport-Spaulding High School 1982 — 1985
Diploma, Accounting and Music
Self-employed October 2011 - Present
Enrolled Agent - Income Tax Preparation January 1996 - Present
Self Employed January 1996 - Present
Santino Enterprises, Inc. October 1995 - Present
World Financial Group (WFG) 2011 - 2014
Homeshield, Inc. January 1990 - January 1993
Skills
drum and bugle corps, Carpet Cleaning, QuickBooks, Microsoft Office, Managerial Finance, Accounts Payable, Accounts Receivable, Church Music, Church Administration, Sound Editing, Live Sound, trumpet
Education
Michigan State University 1985 — 1987
Accounting
Bridgeport-Spaulding High School 1982 — 1985
Diploma, Accounting and Music
Nina Fernandez's World Financial Group (WFG) Experience November 2012 - Present
Job Financial Planning at WFG Investments, Inc.
Industry Financial Services
Experience
World Financial Group (WFG) November 2012 - Present
Skills
Strategic Financial..., Accounting, Tax Preparation, Retirement Planning, Financial Analysis, Retirement, Insurance, Portfolio Management, Asset Management, Analysis, Wealth Management, Small Business, Fixed Annuities, Financial Planning, Team Building, 401k
Education
Mt. San Antonio College
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
World Financial Group (WFG) November 2012 - Present
Skills
Strategic Financial..., Accounting, Tax Preparation, Retirement Planning, Financial Analysis, Retirement, Insurance, Portfolio Management, Asset Management, Analysis, Wealth Management, Small Business, Fixed Annuities, Financial Planning, Team Building, 401k
Education
Mt. San Antonio College
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Yafen Huang's World Financial Group (WFG) Experience 2014 - Present
Job Research Associate at Duke University
Industry Higher Education
Experience
World Financial Group (WFG) 2014 - Present
Duke University 2013 - Present
Memorial Sloan Kettering Cancer Center 2010 - 2013
Skills
Healthcare, Cancer Research, Cancer Genomics, Cancer Treatment, Biomedical Sciences, Project Management, Scope Management, Change Management, Gap Analysis, Meeting Planning, Meeting Facilitation, Data Management, Data Analytics, Data Visualization, Microsoft SQL Server, R programming, Medical Writing
Education
Nanyang Technological University
Doctor of Philosophy (Ph.D.), Biomedical Science
World Financial Group (WFG) 2014 - Present
Duke University 2013 - Present
Memorial Sloan Kettering Cancer Center 2010 - 2013
Skills
Healthcare, Cancer Research, Cancer Genomics, Cancer Treatment, Biomedical Sciences, Project Management, Scope Management, Change Management, Gap Analysis, Meeting Planning, Meeting Facilitation, Data Management, Data Analytics, Data Visualization, Microsoft SQL Server, R programming, Medical Writing
Education
Nanyang Technological University
Doctor of Philosophy (Ph.D.), Biomedical Science
Primerica
Advocare
Amway
ACN
Primerica Financial Services
Ambit Energy
Young Living Essential Oils
Tastefully Simple