1st Global
Industry: Company
DescriptionFounded: 1992 Subsidiaries: 1st Global Advisors, Inc., 1st Global Capital Corp.FeedbackDisclaimer Knowledge ResultSee outside Moved, closed, or was never hereReport1st Global IncWebsiteDirections Saved (0) Saved Save 3 Google reviews Financial institution in Dallas, Texas Address: 12750 Merit Dr #1200, Dallas, TX 75251 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (214) 265-1201: : Place name: Website: : : : : Category: Website: https://www.1stglobal.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of 1st Global Inc Posting publicly on the Web Write a review Reviews 3 Google reviews
1st Global List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at 1st Global. You can filter them based on skills, years of employment, job, education, department, and prior employment.
1st Global Salaries. You can even request information on how much does 1st Global pay if you want to. Learn about salaries, pros and cons of working for 1st Global directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
293 1st Global employees in database. Find out everything there's to know about 1st Global employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
1st Global Employees
Employee
Years
Job
Industry
Yvette Leslie Yvette Leslie's 1st Global Experience June 2006 - April 2009
Job Field Compliance Manager at CUNA Brokerage Services Inc.
Industry Financial Services
Experience
CUNA Brokerage Services Inc. July 2010 - Present
1st Global June 2006 - April 2009
Ameriprise Financial June 2002 - May 2006
Ameriprise Financial Services, Inc. June 2002 - May 2006
Skills
Leadership, Financial Services, Securities, Insurance, Investments
Education
Chicago State University
Bachelor's degree, Marketing
CUNA Brokerage Services Inc. July 2010 - Present
1st Global June 2006 - April 2009
Ameriprise Financial June 2002 - May 2006
Ameriprise Financial Services, Inc. June 2002 - May 2006
Skills
Leadership, Financial Services, Securities, Insurance, Investments
Education
Chicago State University
Bachelor's degree, Marketing
Brenda Cottrell Brenda Cottrell's 1st Global Experience September 2015 - Present
Job Administrative Assistant
Industry Financial Services
Experience
1st Global September 2015 - Present
Travelers Insurance March 2015 - Present
SAS Security Alarm Service Co., Inc. October 2014 - Present
EY July 2014 - August 2014
Ameriprise Financial Services, Inc. April 2014 - July 2014
Parkwood International Recruitment May 2013 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company November 1998 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Lotus Notes, LinkedIn, Calendar Management, Office Administration, Internet Research, Administrative..., Receptionist Duties, Training, Confidentiality, Adobe, Spreadsheets, Customer Service, Process Scheduler, PeopleSoft, Customer Experience, Access, Accounts Payable, Payroll, Code Specialist, PCR Recruiter, Administrative..., Outlook, PowerPoint
Education
Asher Career Institute 2013 — 2013
Business Office Administrator Program, Microsoft Office Specialist (MOS), 4.0
Dallas County Community College 1986 — 1990
Associates, Business Office Administration
1st Global September 2015 - Present
Travelers Insurance March 2015 - Present
SAS Security Alarm Service Co., Inc. October 2014 - Present
EY July 2014 - August 2014
Ameriprise Financial Services, Inc. April 2014 - July 2014
Parkwood International Recruitment May 2013 - September 2013
The Ayco Company, L.P., a Goldman Sachs Company November 1998 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Lotus Notes, LinkedIn, Calendar Management, Office Administration, Internet Research, Administrative..., Receptionist Duties, Training, Confidentiality, Adobe, Spreadsheets, Customer Service, Process Scheduler, PeopleSoft, Customer Experience, Access, Accounts Payable, Payroll, Code Specialist, PCR Recruiter, Administrative..., Outlook, PowerPoint
Education
Asher Career Institute 2013 — 2013
Business Office Administrator Program, Microsoft Office Specialist (MOS), 4.0
Dallas County Community College 1986 — 1990
Associates, Business Office Administration
Emily Fred Emily Fred's 1st Global Experience May 2015 - Present
Job Graphic Designer at 1st Global | Freelance Graphic Designer
Industry Graphic Design
Experience
1st Global May 2015 - Present
Freelance January 2015 - Present
Mojo Media Labs May 2013 - May 2015
Mojo Media Labs January 2013 - May 2013
Cost Plus World Market September 2011 - December 2012
CEV Multimedia May 2010 - August 2010
Skills
Illustrator, InDesign, Photoshop, Adobe Creative Suite, Advertising, Logo Design, Typography, Digital Illustration, Social Media, Graphic Design, Graphics, HTML, Brochures, CSS, Teamwork, PowerPoint, Vector Illustration, Hand-lettering, Drawing, Microsoft Office, Microsoft Word, Customer Service, Online Advertising, Hubspot COS, Hubspot, Layout, Email Marketing, Social Networking
Education
University of North Texas 2011 — 2013
Bachelor's Degree, Advertising
South Plains College 2008 — 2010
Associates Design Communication, Graphic Design
1st Global May 2015 - Present
Freelance January 2015 - Present
Mojo Media Labs May 2013 - May 2015
Mojo Media Labs January 2013 - May 2013
Cost Plus World Market September 2011 - December 2012
CEV Multimedia May 2010 - August 2010
Skills
Illustrator, InDesign, Photoshop, Adobe Creative Suite, Advertising, Logo Design, Typography, Digital Illustration, Social Media, Graphic Design, Graphics, HTML, Brochures, CSS, Teamwork, PowerPoint, Vector Illustration, Hand-lettering, Drawing, Microsoft Office, Microsoft Word, Customer Service, Online Advertising, Hubspot COS, Hubspot, Layout, Email Marketing, Social Networking
Education
University of North Texas 2011 — 2013
Bachelor's Degree, Advertising
South Plains College 2008 — 2010
Associates Design Communication, Graphic Design
Jennifer M. Holley Jennifer M. Holley's 1st Global Experience September 2007 - August 2009
Job Director of Operations at Lynx Solutions
Industry Financial Services
Experience
Lynx Solutions April 2015 - Present
State of Oregon May 2012 - March 2013
Stoel Rives LLP January 2012 - April 2012
Wedbush Securities August 2011 - November 2011
1st Global September 2007 - August 2009
Skills
FINRA, Uniform Combined State..., Financial Law, Investments, Broker-Dealer, Securities, Leadership, Westlaw, Mutual Funds, Equities, Document Drafting, Securities Regulation, Legal Writing, Process Improvement, Communication Skills, Microsoft Word, Customer Service, Outlook, Series 24, Series 7, Legal Research, Compliance, Mac, Team-oriented, Document Review, Legal Ethics, Financial Services, Microsoft Excel, Public Relations, Relationship Management, Web Conferences, Marketing, Management, Finance, Communication
Education
Lewis & Clark Northwestern School of Law 2010 — 2013
Doctor of Law (J.D.)
DePaul University College of Law
Summer Study Abroad, Asian Legal Studies Institute
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.) cum laude, Communications/Public Relations—Spanish Minor
Vintage High School 1996 — 2000
High School Diploma
Lynx Solutions April 2015 - Present
State of Oregon May 2012 - March 2013
Stoel Rives LLP January 2012 - April 2012
Wedbush Securities August 2011 - November 2011
1st Global September 2007 - August 2009
Skills
FINRA, Uniform Combined State..., Financial Law, Investments, Broker-Dealer, Securities, Leadership, Westlaw, Mutual Funds, Equities, Document Drafting, Securities Regulation, Legal Writing, Process Improvement, Communication Skills, Microsoft Word, Customer Service, Outlook, Series 24, Series 7, Legal Research, Compliance, Mac, Team-oriented, Document Review, Legal Ethics, Financial Services, Microsoft Excel, Public Relations, Relationship Management, Web Conferences, Marketing, Management, Finance, Communication
Education
Lewis & Clark Northwestern School of Law 2010 — 2013
Doctor of Law (J.D.)
DePaul University College of Law
Summer Study Abroad, Asian Legal Studies Institute
The University of Texas at Arlington 2002 — 2005
Bachelor of Arts (B.A.) cum laude, Communications/Public Relations—Spanish Minor
Vintage High School 1996 — 2000
High School Diploma
Steve Wilder's 1st Global Experience April 2012 - Present
Job Regional Director, Practice Mangement Consulting at 1st Global
Industry Financial Services
Experience
1st Global April 2012 - Present
1st Global October 2009 - May 2012
Epiphany Funds 2009 - 2009
Merrill Lynch 2006 - 2008
Haggar Clothing Co. 2003 - 2006
NCH 1999 - 2003
Skills
Wealth Management, Process Improvement, Strategic Financial..., Series 7, Portfolio Management, Strategic Planning, Budgets, Investments, Retirement Planning, Securities
Education
The University of Dallas 1999 — 2000
MBA, Global Business
The University of Dallas 1995 — 1999
BA, Economics
Humboldt University of Berlin 1997 — 1997
Sommerkurs
University of Düsseldorf 1997 — 1997
Sommerkurs
The University of Kiel 1996 — 1996
Sommerkurs
Cistercian Prep 1989 — 1995
1st Global April 2012 - Present
1st Global October 2009 - May 2012
Epiphany Funds 2009 - 2009
Merrill Lynch 2006 - 2008
Haggar Clothing Co. 2003 - 2006
NCH 1999 - 2003
Skills
Wealth Management, Process Improvement, Strategic Financial..., Series 7, Portfolio Management, Strategic Planning, Budgets, Investments, Retirement Planning, Securities
Education
The University of Dallas 1999 — 2000
MBA, Global Business
The University of Dallas 1995 — 1999
BA, Economics
Humboldt University of Berlin 1997 — 1997
Sommerkurs
University of Düsseldorf 1997 — 1997
Sommerkurs
The University of Kiel 1996 — 1996
Sommerkurs
Cistercian Prep 1989 — 1995
Chad Rainey, CFP®'s 1st Global Experience December 1999 - June 2003
Job Certified Financial Planner® at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Benjamin Crofford Benjamin Crofford's 1st Global Experience December 2014 - April 2015
Job Client Service Specialist at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade April 2015 - Present
1st Global December 2014 - April 2015
TD Ameritrade May 2014 - October 2014
TD Ameritrade December 2013 - May 2014
United Window Cleaning & Restoration January 2010 - October 2013
US Navy September 2012 - April 2013
Modern Window Cleaning May 2007 - January 2010
Skills
Marketing Strategy, Marketing, Team Leadership, New Business Development, Adobe Creative Suite, Adobe Audition, Industrial Safety, High Organizational..., Creative Concept Design, Web Development, Creative Direction
Education
Full Sail University 2009 — 2011
Bachelor's of Science, Entertainment Business
Grand Valley State University
TD Ameritrade April 2015 - Present
1st Global December 2014 - April 2015
TD Ameritrade May 2014 - October 2014
TD Ameritrade December 2013 - May 2014
United Window Cleaning & Restoration January 2010 - October 2013
US Navy September 2012 - April 2013
Modern Window Cleaning May 2007 - January 2010
Skills
Marketing Strategy, Marketing, Team Leadership, New Business Development, Adobe Creative Suite, Adobe Audition, Industrial Safety, High Organizational..., Creative Concept Design, Web Development, Creative Direction
Education
Full Sail University 2009 — 2011
Bachelor's of Science, Entertainment Business
Grand Valley State University
Paul Kolmodin Paul Kolmodin's 1st Global Experience January 2012 - August 2012
Job Solutions Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
Fidelity Investments May 2013 - Present
Fannie Mae August 2012 - May 2013
1st Global January 2012 - August 2012
Robert W. Baird & Co. September 2006 - January 2012
US Bancorp Fund Services LLC September 2000 - September 2006
Cincinnati Tool Steel January 2000 - June 2000
PrimeCast 1999 - 2000
Carthage College 1995 - 1999
Skills
Analysis, Access, Microsoft Excel, SharePoint, SQL, Business Analysis, VBA, Performance Reporting, Management, Microsoft Access, Microsoft Office, Databases, Leadership, Microsoft SQL Server, Software Documentation, Project Management, Testing, Requirements Gathering, Data Analysis, Integration, Securities, Mutual Funds, Business Intelligence, Fixed Income, Risk Management, Leadership Development..., Visio, Vendor Management, Accounting, Data Warehousing, SQL Server, APL, Thomson One, Thompson One, SDLC, Quality Assurance, Software Project..., MVVM, .NET, Unit Testing
Education
Carthage College 1995 — 1999
Bachelor of Arts (BA), Mathematics
South Beloit High School 1991 — 1995
Keshav Bisht's 1st Global Experience December 2012 - Present
Job Scrum Master and Software Developer at 1st Global
Industry Information Technology and Services
Experience
1st Global December 2012 - Present
Appirio October 2010 - October 2012
Mphasis March 2010 - June 2010
Mphasis April 2009 - February 2010
Mphasis July 2006 - March 2009
Skills
Agile Project Management, Professional Scrum..., Scrum, Atlassian JIRA, Confluence, Salesforce.com, Cloud Computing, Requirements Analysis, APEX, ASP.NET, Agile Methodologies, C#, SOA, SQL, Web Services, CRM, Databases, Software Development
Education
ICFAI 2004 — 2006
MCA, Computer Applications
Kurukshetra University 2001 — 2004
BCA, Computer Applications
Cambrian hall 1992 — 2001
10+2, Commerce
1st Global December 2012 - Present
Appirio October 2010 - October 2012
Mphasis March 2010 - June 2010
Mphasis April 2009 - February 2010
Mphasis July 2006 - March 2009
Skills
Agile Project Management, Professional Scrum..., Scrum, Atlassian JIRA, Confluence, Salesforce.com, Cloud Computing, Requirements Analysis, APEX, ASP.NET, Agile Methodologies, C#, SOA, SQL, Web Services, CRM, Databases, Software Development
Education
ICFAI 2004 — 2006
MCA, Computer Applications
Kurukshetra University 2001 — 2004
BCA, Computer Applications
Cambrian hall 1992 — 2001
10+2, Commerce
Steven Pollock Steven Pollock's 1st Global Experience June 2006 - Present
Job Principal at Reason Financial: A RawdinBaron Financial Company
Industry Financial Services
Experience
Reason Financial: A Rawdin-Baron Financial Company November 2010 - Present
1st Global June 2006 - Present
Armstrong, Fisch & Tutoli, Attorneys at Law June 2006 - October 2010
Skills
Strategic Financial..., Wealth Management, Estate Planning, Financial Planners, Investments, Securities, Series 7, Finance, Investment Management, Tax, Wealth, FINRA, Employee Benefits, Certified Financial..., Uniform Combined State..., Wealth Management..., Retirement, Financial Advisory, Retirement Planning, Cash Flow, Mutual Funds, Personal Finance, Asset Protection
Education
San Diego State University-California State University 2006 — 2008
MS, Financial & Tax Planning
Reason Financial: A Rawdin-Baron Financial Company November 2010 - Present
1st Global June 2006 - Present
Armstrong, Fisch & Tutoli, Attorneys at Law June 2006 - October 2010
Skills
Strategic Financial..., Wealth Management, Estate Planning, Financial Planners, Investments, Securities, Series 7, Finance, Investment Management, Tax, Wealth, FINRA, Employee Benefits, Certified Financial..., Uniform Combined State..., Wealth Management..., Retirement, Financial Advisory, Retirement Planning, Cash Flow, Mutual Funds, Personal Finance, Asset Protection
Education
San Diego State University-California State University 2006 — 2008
MS, Financial & Tax Planning
Nicholas Stevens-Mejias Nicholas Stevens-Mejias's 1st Global Experience May 2009 - August 2009
Job Law Clerk at Black, Mann & Graham LLP
Industry Law Practice
Experience
GeoTek, Inc. May 2013 - August 2013
1st Global May 2009 - August 2009
Education
Texas Tech University School of Law 2011 — 2014
Juris Doctor (J.D.)
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), History
The University of Western Australia 2010 — 2010
Bachelor of Arts (BA), European History
GeoTek, Inc. May 2013 - August 2013
1st Global May 2009 - August 2009
Education
Texas Tech University School of Law 2011 — 2014
Juris Doctor (J.D.)
Indiana University Bloomington 2007 — 2011
Bachelor of Arts (B.A.), History
The University of Western Australia 2010 — 2010
Bachelor of Arts (BA), European History
Michelle Grose Michelle Grose's 1st Global Experience August 2015 - Present
Job Meeting and Event Planner at 1st Global
Industry Events Services
Experience
Varsity Spirit Brands October 2012 - Present
1st Global August 2015 - Present
Mathes and Co. Events January 2011 - Present
The Richards Group February 2015 - August 2015
Dallas Baptist University May 2011 - June 2015
Dallas Baptist University December 2011 - January 2015
Jan Strimple Productions January 2011 - May 2011
Dream Careers Inc. August 2010 - April 2011
Dallas Baptist University August 2010 - December 2010
Brynn Bagot PR September 2010 - September 2010
Skills
Professional..., Social Media Marketing, Team Leadership, Event Planning, PowerPoint, Social Media, Marketing, Facebook, Public Relations, Management, Public Speaking, Email Marketing, Leadership, Advertising, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Event Management, Fundraising
Education
Dallas Baptist University 2011 — 2014
M.A., Communication
Dallas Baptist University 2007 — 2011
Bachelor of Arts, Broadcast Communication, minor in Marketing
Dream Careers Inc. 2010 — 2010
Fashion PR
Canyon Creek Christian Academy
High School
Canyon Creek Christian Academy
Varsity Spirit Brands October 2012 - Present
1st Global August 2015 - Present
Mathes and Co. Events January 2011 - Present
The Richards Group February 2015 - August 2015
Dallas Baptist University May 2011 - June 2015
Dallas Baptist University December 2011 - January 2015
Jan Strimple Productions January 2011 - May 2011
Dream Careers Inc. August 2010 - April 2011
Dallas Baptist University August 2010 - December 2010
Brynn Bagot PR September 2010 - September 2010
Skills
Professional..., Social Media Marketing, Team Leadership, Event Planning, PowerPoint, Social Media, Marketing, Facebook, Public Relations, Management, Public Speaking, Email Marketing, Leadership, Advertising, Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Event Management, Fundraising
Education
Dallas Baptist University 2011 — 2014
M.A., Communication
Dallas Baptist University 2007 — 2011
Bachelor of Arts, Broadcast Communication, minor in Marketing
Dream Careers Inc. 2010 — 2010
Fashion PR
Canyon Creek Christian Academy
High School
Canyon Creek Christian Academy
Keronn C. Wade Keronn C. Wade's 1st Global Experience April 2013 - April 2014
Job Sr. PM at CBRE
Industry Information Technology and Services
Experience
CBRE October 2014 - Present
Cash America April 2014 - October 2014
1st Global April 2013 - April 2014
1st Global May 2012 - April 2013
Insphere Insurance Solutions May 2009 - May 2012
HealthMarkets March 2008 - May 2009
HealthMarkets September 2006 - March 2008
Perot Systems December 2005 - September 2006
CSC August 2004 - January 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Documentation, Business Process, Analysis, Leadership, Management, SharePoint, Quality Assurance, Testing, Requirements Gathering, Integration, Training, Software Project..., Business Process..., Process Improvement, PMO, Program Management, Project Portfolio..., CRM, Project Management, Agile Methodologies, Team Leadership, Resource Management, Cross-functional Team..., Agile Project Management, Consulting, Software Development, MS Project, Business Requirements, Systems Analysis, IT Management, User Acceptance Testing, Waterfall, Microsoft Project
Education
DeVry University 2000 — 2003
Bachelor of Science, Computer Information Systems
Arkansas State University 1999 — 2000
CBRE October 2014 - Present
Cash America April 2014 - October 2014
1st Global April 2013 - April 2014
1st Global May 2012 - April 2013
Insphere Insurance Solutions May 2009 - May 2012
HealthMarkets March 2008 - May 2009
HealthMarkets September 2006 - March 2008
Perot Systems December 2005 - September 2006
CSC August 2004 - January 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Documentation, Business Process, Analysis, Leadership, Management, SharePoint, Quality Assurance, Testing, Requirements Gathering, Integration, Training, Software Project..., Business Process..., Process Improvement, PMO, Program Management, Project Portfolio..., CRM, Project Management, Agile Methodologies, Team Leadership, Resource Management, Cross-functional Team..., Agile Project Management, Consulting, Software Development, MS Project, Business Requirements, Systems Analysis, IT Management, User Acceptance Testing, Waterfall, Microsoft Project
Education
DeVry University 2000 — 2003
Bachelor of Science, Computer Information Systems
Arkansas State University 1999 — 2000
Vincent Wilson Vincent Wilson's 1st Global Experience June 2008 - March 2010
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Brian Finnigan Brian Finnigan's 1st Global Experience May 2009 - August 2015
Job Investment Company/IBD/RIA CMO Seeking Opportunity at a Conscious Business
Industry Financial Services
Experience
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Victor Cordova Victor Cordova's 1st Global Experience September 2014 - Present
Job Client Services at 1st Global
Industry Financial Services
Experience
1st Global September 2014 - Present
USAA October 2013 - August 2014
Wells Fargo Advisors January 2013 - August 2013
Skills
Investments, Portfolio Management, Strategic Planning, Process Improvement, Microsoft Excel, Customer Service, Sales, Budgets, Team Building, Sales Management, Public Speaking, New Business Development, Marketing, Negotiation, Investment Properties, Real Estate, Financial Analysis, Financial Guidance, Banking, Management, Finance, Series 7
Education
Escuela Politécnica del Ejército 2001 — 2003
2Yr. Mechanical Engineering, Mechanical Engineering
1st Global September 2014 - Present
USAA October 2013 - August 2014
Wells Fargo Advisors January 2013 - August 2013
Skills
Investments, Portfolio Management, Strategic Planning, Process Improvement, Microsoft Excel, Customer Service, Sales, Budgets, Team Building, Sales Management, Public Speaking, New Business Development, Marketing, Negotiation, Investment Properties, Real Estate, Financial Analysis, Financial Guidance, Banking, Management, Finance, Series 7
Education
Escuela Politécnica del Ejército 2001 — 2003
2Yr. Mechanical Engineering, Mechanical Engineering
Jake Tomes's 1st Global Experience September 1998 - May 2000
Job CEO, at Level Four Wealth Management, and Registered Representative at LPL Financial
Industry Financial Services
Experience
Level Four Advisory Services, LLC A Division of Carr, Riggs and Ingram Capital LLC May 2000 - Present
1st Global September 1998 - May 2000
State Farm Insurance March 1997 - September 1998
Education
University of North Texas 1997 — 1998
Master of Science (MS), Sports Psychology and Kinesiology
Ambassador University 1993 — 1997
Bachelor of Science (BS), Psychology
Level Four Advisory Services, LLC A Division of Carr, Riggs and Ingram Capital LLC May 2000 - Present
1st Global September 1998 - May 2000
State Farm Insurance March 1997 - September 1998
Education
University of North Texas 1997 — 1998
Master of Science (MS), Sports Psychology and Kinesiology
Ambassador University 1993 — 1997
Bachelor of Science (BS), Psychology
Jeffrey Zinger Jeffrey Zinger's 1st Global Experience May 2004 - June 2006
Job Sr. Marketing Programs Manager for Healthcare Integration Software Firm
Industry Hospital & Health Care
Experience
Corepoint Health July 2006 - Present
1st Global May 2004 - June 2006
Skills
Social Media Marketing, Health Information..., Marketing Communications, Healthcare Information..., Project Management, Product Marketing, Product Management, Email Marketing
Education
Oakland University 1993 — 1997
Corepoint Health July 2006 - Present
1st Global May 2004 - June 2006
Skills
Social Media Marketing, Health Information..., Marketing Communications, Healthcare Information..., Project Management, Product Marketing, Product Management, Email Marketing
Education
Oakland University 1993 — 1997
Brandi R. Muñoz, PHR®, SHRM-CP Brandi R. Muñoz, PHR®, SHRM-CP's 1st Global Experience May 2010 - June 2011
Job HR Management / Training & Organizational Development / Talent Management
Industry Human Resources
Experience
Patterson + Sheridan, LLP August 2014 - January 2015
Wood Group Mustang April 2013 - August 2014
FKP Architects, Inc. October 2011 - April 2013
Neutral Ground Mediation Services January 2009 - October 2011
1st Global May 2010 - June 2011
Yee & Associates, P.C. April 2007 - May 2010
U.S. Small Business Administration November 2005 - November 2006
Skills
Training & Development, Legal Compliance, Microsoft Office, Leadership Development, Training Delivery, Soft Skills, Technical Training, Staff Training, Employee Relations, Employee Engagement, Articulate, Captivate, Adobe Creative Suite, Customer Relations, Customer Service, Dispute Resolution, Alternative Dispute..., Negotiation, Mediation, Legal Issues, Public Speaking, Team Building, Recruitment/Retention, Recruitment Advertising, Staff Supervision, Direct Recruiting, Human Relations, Legal Support, Deltek, 401(K) Administration, Compensation & Benefits..., Benefits Administration, Employee Benefits, Human Resources, Talent Acquisition, Onboarding, Coaching, Personnel Management, New Hire Orientations, Performance Management, Talent Management, Conflict Resolution, Organizational..., Workforce Planning, Interviews, HR Policies, FMLA, EEOC, Intellectual Property, Strategic Planning
Education
Southern Methodist University 2007 — 2009
Master's Degree
The University of Texas at Arlington 2002 — 2006
Bachelor's Degree
Baylor University 2001 — 2002
Patterson + Sheridan, LLP August 2014 - January 2015
Wood Group Mustang April 2013 - August 2014
FKP Architects, Inc. October 2011 - April 2013
Neutral Ground Mediation Services January 2009 - October 2011
1st Global May 2010 - June 2011
Yee & Associates, P.C. April 2007 - May 2010
U.S. Small Business Administration November 2005 - November 2006
Skills
Training & Development, Legal Compliance, Microsoft Office, Leadership Development, Training Delivery, Soft Skills, Technical Training, Staff Training, Employee Relations, Employee Engagement, Articulate, Captivate, Adobe Creative Suite, Customer Relations, Customer Service, Dispute Resolution, Alternative Dispute..., Negotiation, Mediation, Legal Issues, Public Speaking, Team Building, Recruitment/Retention, Recruitment Advertising, Staff Supervision, Direct Recruiting, Human Relations, Legal Support, Deltek, 401(K) Administration, Compensation & Benefits..., Benefits Administration, Employee Benefits, Human Resources, Talent Acquisition, Onboarding, Coaching, Personnel Management, New Hire Orientations, Performance Management, Talent Management, Conflict Resolution, Organizational..., Workforce Planning, Interviews, HR Policies, FMLA, EEOC, Intellectual Property, Strategic Planning
Education
Southern Methodist University 2007 — 2009
Master's Degree
The University of Texas at Arlington 2002 — 2006
Bachelor's Degree
Baylor University 2001 — 2002
Eric Renshaw's 1st Global Experience 2010 - 2011
Job Registered Representative 7 63 65
Industry Financial Services
Experience
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Fidelity Investments September 2014 - November 2014
Fidelity Investments September 2013 - September 2014
Fidelity Investments September 2012 - September 2013
Capital One Auto Finance 2012 - 2012
1st Global 2010 - 2011
Scottrade 2006 - 2010
TD Ameritrade 2005 - 2006
Fidelity Investments 2004 - 2005
JPMorgan Chase 2001 - 2004
Skills
Trader, Stockbroker, Financial Markets, Financial Advisory, Series 7, Series 63, Series 65, Retirement, Microsoft Excel, Wealth Management, Securities, Capital Markets, Options, Financial Services, Equities, Investments, Mutual Funds
Education
University of North Texas
Business
Collin County Community College
Gary Weinlein, CLU ChFC Gary Weinlein, CLU ChFC's 1st Global Experience July 2015 - Present
Job Regional Director Practice Consulting at 1st Global
Industry Financial Services
Experience
1st Global July 2015 - Present
Atlas Private Wealth Management, LLC May 2014 - July 2015
1st Global May 2012 - April 2014
The Martin Financial Group December 2011 - May 2012
Northwestern Mutual October 2006 - December 2011
Metropolitan Life Insurance Company January 2005 - October 2006
The Ayco Company, L.P. January 2004 - December 2004
Skills
Personal Finance, Disability Insurance, Life Insurance, Investments, Estate Planning, Consulting, Retirement, Business Planning, Insurance, Financial Advisory, Sales, Finance, Strategic Financial..., Risk Management, Financial Services, Small Business, Asset, Budgets, Financial Planning, Retirement Planning, Strategy, Save, Practice Consulting
Education
The American College 2008 — 2012
CLU ChFC, Financial Service
Rensselaer Polytechnic Institute 2001 — 2003
B.S. Management, Finance, Economics
Colonie
1st Global July 2015 - Present
Atlas Private Wealth Management, LLC May 2014 - July 2015
1st Global May 2012 - April 2014
The Martin Financial Group December 2011 - May 2012
Northwestern Mutual October 2006 - December 2011
Metropolitan Life Insurance Company January 2005 - October 2006
The Ayco Company, L.P. January 2004 - December 2004
Skills
Personal Finance, Disability Insurance, Life Insurance, Investments, Estate Planning, Consulting, Retirement, Business Planning, Insurance, Financial Advisory, Sales, Finance, Strategic Financial..., Risk Management, Financial Services, Small Business, Asset, Budgets, Financial Planning, Retirement Planning, Strategy, Save, Practice Consulting
Education
The American College 2008 — 2012
CLU ChFC, Financial Service
Rensselaer Polytechnic Institute 2001 — 2003
B.S. Management, Finance, Economics
Colonie
Marc Scudillo, CPA, CFP, MBA, AIFA Marc Scudillo, CPA, CFP, MBA, AIFA's 1st Global Experience 1998 - 2000
Job Managing Officer at EisnerAmper Wealth Management & Corporate Benefits
Industry Financial Services
Experience
EisnerAmper Wealth Management & Corporate Benefits, LLC 2001 - Present
1st Global 1998 - 2000
Merrill Lynch Investment Managers 1996 - 1998
KPMG 1994 - 1996
Skills
Business Consultant, Family Business, Family Planning, Estate Planning, Wealth Management..., Financial Analysis
Education
College Of Financial Planning 1997 — 1998
Certified Financial Planner (CFP), Personal and corporate financial strategies to better personal planning and exit planning for owners
New York University - Leonard N. Stern School of Business 1994 — 1996
MS, MBA, Accounting & Finance
Colgate University 1990 — 1994
Bachelor of Arts (BA), Economics, minor in German
EisnerAmper Wealth Management & Corporate Benefits, LLC 2001 - Present
1st Global 1998 - 2000
Merrill Lynch Investment Managers 1996 - 1998
KPMG 1994 - 1996
Skills
Business Consultant, Family Business, Family Planning, Estate Planning, Wealth Management..., Financial Analysis
Education
College Of Financial Planning 1997 — 1998
Certified Financial Planner (CFP), Personal and corporate financial strategies to better personal planning and exit planning for owners
New York University - Leonard N. Stern School of Business 1994 — 1996
MS, MBA, Accounting & Finance
Colgate University 1990 — 1994
Bachelor of Arts (BA), Economics, minor in German
Daniel Ciavarella, MBA, CIMA®, CAIA® Daniel Ciavarella, MBA, CIMA®, CAIA®'s 1st Global Experience November 2009 - October 2014
Job VP of Wealth Management Marketing
Industry Financial Services
Experience
Cetera Financial Group November 2014 - Present
1st Global November 2009 - October 2014
Genworth Financial July 2005 - October 2009
Genworth Financial July 2005 - May 2007
Morgan Stanley May 2001 - July 2005
Skills
401k, Options, Life Insurance, Mutual Funds, Managing Accounts, Investments, Fixed Annuities, Series 63, Series 7, Retirement Planning, Wealth Management, Pensions, Series 24, Asset Allocation, Fixed Income, Long-term Care, Insurance, Profit Sharing, IRAs, Portfolio Management, Strategic Financial..., Securities, Bonds, Financial Planners, Long Term Care Insurance, Hedge Funds, Asset Managment, Bloomberg, Financial Services, Estate Planning, Portfolio Optimization, Investment Advisory, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Life & Health Insurance..., Wealth Management..., Investment Management, Finance, Retirement, FINRA, Sales Management, Financial Advisory, Risk Management, Strategic Planning, Retirement Plan..., Managerial Finance, Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Finance and Financial Management Services
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA, Strategy and Finance
Pitzer College 1997 — 2001
B.A., Economics
Cetera Financial Group November 2014 - Present
1st Global November 2009 - October 2014
Genworth Financial July 2005 - October 2009
Genworth Financial July 2005 - May 2007
Morgan Stanley May 2001 - July 2005
Skills
401k, Options, Life Insurance, Mutual Funds, Managing Accounts, Investments, Fixed Annuities, Series 63, Series 7, Retirement Planning, Wealth Management, Pensions, Series 24, Asset Allocation, Fixed Income, Long-term Care, Insurance, Profit Sharing, IRAs, Portfolio Management, Strategic Financial..., Securities, Bonds, Financial Planners, Long Term Care Insurance, Hedge Funds, Asset Managment, Bloomberg, Financial Services, Estate Planning, Portfolio Optimization, Investment Advisory, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Life & Health Insurance..., Wealth Management..., Investment Management, Finance, Retirement, FINRA, Sales Management, Financial Advisory, Risk Management, Strategic Planning, Retirement Plan..., Managerial Finance, Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Finance and Financial Management Services
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2002
MBA, Strategy and Finance
Pitzer College 1997 — 2001
B.A., Economics
Erik Blankmeyer Erik Blankmeyer's 1st Global Experience 2002 - 2005
Job I am an innovator and trusted friend. I lead my clients to a better experience and lifestyle.
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
Charles Sirro Charles Sirro's 1st Global Experience June 2011 - August 2012
Job Wealth Management Executive at Accelerated Capital Group/Gentry Wealth Management
Industry Capital Markets
Experience
Accelerated Capital Group/Gentry Wealth Management Vice PresidentWealth Strategies Advisory Group - Scottsdale, AZSeptember 2012 - September 2014
1st Global June 2011 - August 2012
Cost Segregation Partners December 2009 - June 2011
National Cost Segregation Specialist, LLC (NCSS) June 2006 - December 2009
Marshall & Stevens 2005 - 2006
Leader Technologies, Inc. 2004 - 2005
Keane Consulting 2002 - 2004
Cap Gemini & Cap Gemini Ernst & Young 1986 - 2002
Skills
Global Business..., Complex Solution Sales, Tax, Business Planning, New Business Development, Sales Management, Strategic Planning, Financial Advisory /..., Retirement Planning, Finance, Wealth Management, Retirement, Investments, Financial Planning, Executive Management
Education
Queens College 1969 — 1975
masters and bachelors, computer sciences
City University New York / NYU
Masters, Computer Science / Business
Financial Services Licenses: S7, S66 and State Insurance
Accelerated Capital Group/Gentry Wealth Management Vice PresidentWealth Strategies Advisory Group - Scottsdale, AZSeptember 2012 - September 2014
1st Global June 2011 - August 2012
Cost Segregation Partners December 2009 - June 2011
National Cost Segregation Specialist, LLC (NCSS) June 2006 - December 2009
Marshall & Stevens 2005 - 2006
Leader Technologies, Inc. 2004 - 2005
Keane Consulting 2002 - 2004
Cap Gemini & Cap Gemini Ernst & Young 1986 - 2002
Skills
Global Business..., Complex Solution Sales, Tax, Business Planning, New Business Development, Sales Management, Strategic Planning, Financial Advisory /..., Retirement Planning, Finance, Wealth Management, Retirement, Investments, Financial Planning, Executive Management
Education
Queens College 1969 — 1975
masters and bachelors, computer sciences
City University New York / NYU
Masters, Computer Science / Business
Financial Services Licenses: S7, S66 and State Insurance
Nancy Johnson Jones's 1st Global Experience January 2000 - June 2001
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
Brigitte Fisher Brigitte Fisher's 1st Global Experience March 2015 - Present
Job Compliance Consultant at 1st Global
Industry Financial Services
Experience
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ken Montgomery Ken Montgomery's 1st Global Experience September 2006 - March 2012
Job Director of Education at Investment Program Association
Industry Financial Services
Experience
Investment Program Association April 2012 - Present
1st Global September 2006 - March 2012
1st Global May 2005 - September 2006
1st Global October 2003 - May 2005
Allstate Insurance August 2002 - October 2003
North Dallas High School July 2000 - August 2002
Fidelity Investments October 1995 - July 2000
Skills
Mutual Funds, Wealth Management, Investments, Securities, Fixed Annuities, Insurance, Financial Services, Training, Financial Advisory, Management, Marketing, Trading, Bonds, Series 7, Financial Markets, Series 63, Financial Planners, Alternative Investments, Retirement Planning, Analysis
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Baylor University 1988 — 1992
BBA, Economics and Finance
Investment Program Association April 2012 - Present
1st Global September 2006 - March 2012
1st Global May 2005 - September 2006
1st Global October 2003 - May 2005
Allstate Insurance August 2002 - October 2003
North Dallas High School July 2000 - August 2002
Fidelity Investments October 1995 - July 2000
Skills
Mutual Funds, Wealth Management, Investments, Securities, Fixed Annuities, Insurance, Financial Services, Training, Financial Advisory, Management, Marketing, Trading, Bonds, Series 7, Financial Markets, Series 63, Financial Planners, Alternative Investments, Retirement Planning, Analysis
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Baylor University 1988 — 1992
BBA, Economics and Finance
Matthew Echaniz, CFP® Matthew Echaniz, CFP®'s 1st Global Experience July 2009 - June 2011
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 2011 - Present
1st Global July 2009 - June 2011
Ameriprise Financial Services, Inc. May 1999 - July 2009
Skills
Wealth Management, Strategic Financial..., Insurance, Estate Planning, Financial Advisory, Retirement Planning, Finance, Management, Coaching, Financial Services, Leadership, Financial Planners, Marketing, Tax, Investments, Sales, Series 7, Mutual Funds, Asset Management, Tax Reduction Strategies, FINRA, Portfolio Management
Education
Saint Anselm College 1995 — 1999
BA, Mathematics and Economics
Lincoln Financial Advisors June 2011 - Present
1st Global July 2009 - June 2011
Ameriprise Financial Services, Inc. May 1999 - July 2009
Skills
Wealth Management, Strategic Financial..., Insurance, Estate Planning, Financial Advisory, Retirement Planning, Finance, Management, Coaching, Financial Services, Leadership, Financial Planners, Marketing, Tax, Investments, Sales, Series 7, Mutual Funds, Asset Management, Tax Reduction Strategies, FINRA, Portfolio Management
Education
Saint Anselm College 1995 — 1999
BA, Mathematics and Economics
Jun Shi Jun Shi's 1st Global Experience April 2010 - May 2013
Job Program Manager at Fiserv
Industry Financial Services
Experience
Fiserv May 2013 - Present
1st Global April 2010 - May 2013
1st Global May 2004 - April 2010
1st Global May 1998 - May 2004
Infologic July 1997 - May 1998
Skills
Process Improvement, Team Building, Databases, SQL, Agile, Software Development, Software Project..., Strategic Planning, SDLC, PMP, Resource Management, Contract Negotiation, CRM, Agile Methodologies, Team Leadership, Project Planning, Project Management, Leadership, Business Analysis, Enterprise Software, Integration, Management
Education
The University of Texas at Dallas 1996 — 1997
MS, Computer Science
Beijing Foreign Studies University 1990 — 1994
BA, English
Fiserv May 2013 - Present
1st Global April 2010 - May 2013
1st Global May 2004 - April 2010
1st Global May 1998 - May 2004
Infologic July 1997 - May 1998
Skills
Process Improvement, Team Building, Databases, SQL, Agile, Software Development, Software Project..., Strategic Planning, SDLC, PMP, Resource Management, Contract Negotiation, CRM, Agile Methodologies, Team Leadership, Project Planning, Project Management, Leadership, Business Analysis, Enterprise Software, Integration, Management
Education
The University of Texas at Dallas 1996 — 1997
MS, Computer Science
Beijing Foreign Studies University 1990 — 1994
BA, English
Casey Mason Casey Mason's 1st Global Experience December 2014 - Present
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
Jennie Webb's 1st Global Experience June 2013 - December 2013
Job Infrastructure Team Manager at Beal Bank
Industry Information Technology and Services
Experience
Beal Bank December 2013 - Present
1st Global June 2013 - December 2013
Ocwen Financial Corporation June 2008 - June 2013
PFSWeb March 2007 - March 2008
GMAC ResCap February 2000 - January 2007
Electronic Data Systems March 1998 - February 2000
AST Computer Corporation February 1996 - March 1998
Skills
ITIL, IT Service Management, Data Center, SOX, SAS70, Vendor Management, IT Management, Team Building, Integration, SharePoint, Servers, Process Improvement, Change Management, IT Operations, Business Process, IT Governance, Visio, Team Leadership, Troubleshooting, Disaster Recovery, Governance, Sarbanes-Oxley Act, Project Management, System Administration, PMO, Project Portfolio..., Enterprise Architecture, Business Analysis, Requirements Analysis, Software Documentation, Incident Management, IT Strategy, Networking, Strategy, PMP, Active Directory, Enterprise Software, Service Management, System Deployment, Business Intelligence, Infrastructure, CRM, Outsourcing, Six Sigma, Project Planning, Business Process..., Information Technology, Management, Leadership, Databases
Education
The University of Texas at Dallas - School of Management 2007 — 2013
Bachelor of Arts (BA), Business Administration
Collin County Community College 1998 — 2000
Associate of Arts, General Studies
Beal Bank December 2013 - Present
1st Global June 2013 - December 2013
Ocwen Financial Corporation June 2008 - June 2013
PFSWeb March 2007 - March 2008
GMAC ResCap February 2000 - January 2007
Electronic Data Systems March 1998 - February 2000
AST Computer Corporation February 1996 - March 1998
Skills
ITIL, IT Service Management, Data Center, SOX, SAS70, Vendor Management, IT Management, Team Building, Integration, SharePoint, Servers, Process Improvement, Change Management, IT Operations, Business Process, IT Governance, Visio, Team Leadership, Troubleshooting, Disaster Recovery, Governance, Sarbanes-Oxley Act, Project Management, System Administration, PMO, Project Portfolio..., Enterprise Architecture, Business Analysis, Requirements Analysis, Software Documentation, Incident Management, IT Strategy, Networking, Strategy, PMP, Active Directory, Enterprise Software, Service Management, System Deployment, Business Intelligence, Infrastructure, CRM, Outsourcing, Six Sigma, Project Planning, Business Process..., Information Technology, Management, Leadership, Databases
Education
The University of Texas at Dallas - School of Management 2007 — 2013
Bachelor of Arts (BA), Business Administration
Collin County Community College 1998 — 2000
Associate of Arts, General Studies
Jason Past Jason Past's 1st Global Experience November 2011 - July 2014
Job Scrum Master at Scholastic
Industry Information Services
Experience
1st Global November 2011 - July 2014
Backers Unite & Snap Sports November 2011 - July 2014
Vertex Data Science February 2011 - November 2011
Penson Financial Services July 2008 - February 2011
Penson Financial Services September 2007 - June 2008
Penson Financial Services January 2007 - August 2007
Skills
Equity Trading, Securities, Business Analysis, Business Strategy, New Business Development, Project Planning, Project Management, Agile Project Management, Lean Startup, Social Media, Social Networking, Social Technologies, Visio, Sports, Sports Clubs, Options, SDLC, Requirements Analysis, Trading, Banking, Financial Services, Agile Methodologies, Analysis, Vendor Management, Business Process..., Electronic Trading, CRM, Business Intelligence, Process Improvement, Project Portfolio..., Leadership, Business Development, Team Leadership, Product Management, PMO, Team Management, SQL, Software Project..., Scrum
Education
Canisius College 2002 — 2006
Bachelor of Science, Finance
1st Global November 2011 - July 2014
Backers Unite & Snap Sports November 2011 - July 2014
Vertex Data Science February 2011 - November 2011
Penson Financial Services July 2008 - February 2011
Penson Financial Services September 2007 - June 2008
Penson Financial Services January 2007 - August 2007
Skills
Equity Trading, Securities, Business Analysis, Business Strategy, New Business Development, Project Planning, Project Management, Agile Project Management, Lean Startup, Social Media, Social Networking, Social Technologies, Visio, Sports, Sports Clubs, Options, SDLC, Requirements Analysis, Trading, Banking, Financial Services, Agile Methodologies, Analysis, Vendor Management, Business Process..., Electronic Trading, CRM, Business Intelligence, Process Improvement, Project Portfolio..., Leadership, Business Development, Team Leadership, Product Management, PMO, Team Management, SQL, Software Project..., Scrum
Education
Canisius College 2002 — 2006
Bachelor of Science, Finance
Marc Kopelman Marc Kopelman's 1st Global Experience March 2006 - November 2007
Job Consultant
Industry Accounting
Experience
FreightEze.com June 2010 - November 2012
BKD, LLP., CPAs & Advisors January 2009 - May 2010
1st Global March 2006 - November 2007
MSI Group May 2004 - February 2006
UBS Wealth Management January 2003 - April 2004
Janus Capital Group November 1992 - December 2002
Skills
Leadership, Strategic Planning, Process Improvement, Sales, Financial Analysis, Forecasting, Accounting, Business Development, Start-ups, Mergers
Education
Metropolitan State College of Denver 2008 — 2008
Accounting
State University of New York College at Plattsburgh 1990 — 1992
B.S., Communication, General
State University of New York College of Agriculture and Technology at Cobleskill 1988 — 1990
A.A.S., Business
FreightEze.com June 2010 - November 2012
BKD, LLP., CPAs & Advisors January 2009 - May 2010
1st Global March 2006 - November 2007
MSI Group May 2004 - February 2006
UBS Wealth Management January 2003 - April 2004
Janus Capital Group November 1992 - December 2002
Skills
Leadership, Strategic Planning, Process Improvement, Sales, Financial Analysis, Forecasting, Accounting, Business Development, Start-ups, Mergers
Education
Metropolitan State College of Denver 2008 — 2008
Accounting
State University of New York College at Plattsburgh 1990 — 1992
B.S., Communication, General
State University of New York College of Agriculture and Technology at Cobleskill 1988 — 1990
A.A.S., Business
Thomas Beier Thomas Beier's 1st Global Experience April 2000 - August 2008
Job Divisional Manufacturing Systems Development Manager at Parker Aerospace
Industry Executive Office
Experience
Parker Aerospace February 2011 - Present
Parker Aerospace January 2009 - January 2011
1st Global April 2000 - August 2008
Fidelity Investments March 1995 - April 2000
Boeing Electronics September 1985 - March 1995
Apple Computer May 1983 - September 1985
Texas Instruments May 1979 - June 1983
Skills
Strategic Planning, Customer Service, Risk Assessment, Mitigation, Process Improvement, Team Building, Budgets, Change Management, Continuous Improvement, Risk Management, Program Management, Project Management, Vendor Management, Leadership, Cross-functional Team..., Organizational..., Insurance, Operational Excellence, Business Development, Team Leadership, Lean Manufacturing, Kaizen, MS Project, Manufacturing, Management, Quality Assurance, Engineering, Strategy, Product Development, Recruiting, Project Planning, Supply Chain, Supply Chain Management, Engineering Management, Procurement, Six Sigma, Forecasting, Contract Negotiation, Analysis
Education
Southern Methodist University - Cox School of Business 1993 — 1995
EMBA, Business
Grove City College 1975 — 1979
BS, Industrial Engineering
Parker Aerospace February 2011 - Present
Parker Aerospace January 2009 - January 2011
1st Global April 2000 - August 2008
Fidelity Investments March 1995 - April 2000
Boeing Electronics September 1985 - March 1995
Apple Computer May 1983 - September 1985
Texas Instruments May 1979 - June 1983
Skills
Strategic Planning, Customer Service, Risk Assessment, Mitigation, Process Improvement, Team Building, Budgets, Change Management, Continuous Improvement, Risk Management, Program Management, Project Management, Vendor Management, Leadership, Cross-functional Team..., Organizational..., Insurance, Operational Excellence, Business Development, Team Leadership, Lean Manufacturing, Kaizen, MS Project, Manufacturing, Management, Quality Assurance, Engineering, Strategy, Product Development, Recruiting, Project Planning, Supply Chain, Supply Chain Management, Engineering Management, Procurement, Six Sigma, Forecasting, Contract Negotiation, Analysis
Education
Southern Methodist University - Cox School of Business 1993 — 1995
EMBA, Business
Grove City College 1975 — 1979
BS, Industrial Engineering
Will Nelson's 1st Global Experience January 2004 - June 2006
Job Head of Independent Broker/Dealer
Industry Financial Services
Experience
Financial Services Firm June 2006 - Present
1st Global January 2004 - June 2006
Nationwide Financial January 2002 - January 2004
Skills
Fixed Annuities, Insurance, Financial Advisory, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Variable Annuities, Management, Business Development, Series 7, Series 63, Wealth Management, Investments, Securities, Series 6, 401k, Finance, Recruiting, Asset Allocation, ERISA, 401k Plans, Qualified Retirement..., Executive Benefit..., Financial Planning, Income Planning, Sales Management, Strategic Planning, Leadership, Longevity Planning, Risk Management, Income optimization, Financial Services, Life Insurance, Investment Advisory
Education
College for Financial Planning 2015 — 2017
Pursuing a Master of Science (MS), Personal Financial Planning
Texas A&M University-Commerce
Bachelor of Science (B.S.), Business Administration
Financial Services Firm June 2006 - Present
1st Global January 2004 - June 2006
Nationwide Financial January 2002 - January 2004
Skills
Fixed Annuities, Insurance, Financial Advisory, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Variable Annuities, Management, Business Development, Series 7, Series 63, Wealth Management, Investments, Securities, Series 6, 401k, Finance, Recruiting, Asset Allocation, ERISA, 401k Plans, Qualified Retirement..., Executive Benefit..., Financial Planning, Income Planning, Sales Management, Strategic Planning, Leadership, Longevity Planning, Risk Management, Income optimization, Financial Services, Life Insurance, Investment Advisory
Education
College for Financial Planning 2015 — 2017
Pursuing a Master of Science (MS), Personal Financial Planning
Texas A&M University-Commerce
Bachelor of Science (B.S.), Business Administration
Paul Rogeness Paul Rogeness's 1st Global Experience August 2014 - December 2014
Job Financial Analyst and Project Manager
Industry Financial Services
Experience
1st Global August 2014 - December 2014
Fidelity Investments April 2012 - December 2013
JPMorgan April 2008 - February 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology, Religious Studies
1st Global August 2014 - December 2014
Fidelity Investments April 2012 - December 2013
JPMorgan April 2008 - February 2010
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Education
Boston University Questrom School of Business 2001 — 2004
MBA
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology, Religious Studies
Kevin C. Gordon Kevin C. Gordon's 1st Global Experience 2000 - 2015
Job Certified Financial Planner™
Industry Education Management
Experience
Self Employed September 2004 - Present
1st Global 2000 - 2015
1st Global 2000 - 2015
Bank of America 1982 - 2000
Education
University of California, Berkeley 1995 — 1998
CFP, Financial Planning
California State University-Chico 1975 — 1979
Bachelor of Science, Business Administration
Self Employed September 2004 - Present
1st Global 2000 - 2015
1st Global 2000 - 2015
Bank of America 1982 - 2000
Education
University of California, Berkeley 1995 — 1998
CFP, Financial Planning
California State University-Chico 1975 — 1979
Bachelor of Science, Business Administration
Todd Worthington Todd Worthington's 1st Global Experience July 2010 - Present
Job Sr Systems Engineer at 1st Global
Industry Information Technology and Services
Experience
1st Global July 2010 - Present
Reddy Ice April 2009 - March 2010
Robert Half Technology November 2006 - May 2009
FASTSIGNS March 2006 - September 2006
Alliance Systems, Ltd. 2002 - 2006
Education
Dallas County Community College 1991 — 1992
Business Administration
1st Global July 2010 - Present
Reddy Ice April 2009 - March 2010
Robert Half Technology November 2006 - May 2009
FASTSIGNS March 2006 - September 2006
Alliance Systems, Ltd. 2002 - 2006
Education
Dallas County Community College 1991 — 1992
Business Administration
Rick Spencer, CFA Rick Spencer, CFA's 1st Global Experience September 2015 - Present
Job FixedIncome Trader
Industry Financial Services
Experience
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
1st Global September 2015 - Present
TD Ameritrade January 2013 - July 2015
Fidelity Investments May 2011 - January 2013
Cornerstone Wealth Strategies January 2010 - May 2011
Wells Fargo Private Bank November 1999 - July 2009
HD Vest Advisory Services May 1998 - October 1999
Wachovia Bank August 1993 - April 1998
East Carolina University August 1987 - May 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Financial Services, Investments, Investment Strategies, Mutual Funds, Equities, Bonds, Investment Advisory, Fixed Income, Derivatives, Financial Analysis, Equity Research, Equity Valuation, Analysis, Performance Measurement, Equity Derivatives, Equity Trading, Limited Partnerships, Performance Reporting, Valuation, Investment Management, Asset Management, Performance Attribution, Fund Analysis, Wealth Management, Finance, Series 7, Securities, Risk Management, Trading, Microsoft Excel, MS Excel Pivot Tables, Excel Models, series 66, Financial Statements
Education
East Carolina University - College of Business 1984 — 1986
MBA, Business
East Carolina University 1977 — 1982
BA, Philosophy & Psychology
Rob Sesser's 1st Global Experience October 2012 - June 2013
Job Assistant Art Director at Fossil
Industry Graphic Design
Experience
Fossil Group, Inc. July 2015 - Present
Fossil Group, Inc. October 2014 - July 2015
JCPenney June 2013 - October 2014
1st Global October 2012 - June 2013
Blacktip Media, Inc. October 2011 - October 2012
Klicker's Berries & Antiques March 2011 - July 2011
Macy's November 2010 - March 2011
AmeriCorps NCCC (National Civilian Community Corps) October 2009 - August 2010
Silver Fox Productions June 2009 - August 2009
Starbucks August 2008 - June 2009
Skills
Adobe Creative Suite, Joomla, Microsoft Office, Digital Photography, iContact, InDesign, Creative Direction, Social Media, Brochures, Layout, Social Networking, Customer Service, Adobe Fireworks, Graphic Design, Basecamp, Advertising, Illustrator, Newsletters, Graphics, Web Design, Email Design, Art Direction, Photoshop
Education
Seattle Pacific University 2004 — 2008
Bachelor of Arts, Visual Communications
Fossil Group, Inc. July 2015 - Present
Fossil Group, Inc. October 2014 - July 2015
JCPenney June 2013 - October 2014
1st Global October 2012 - June 2013
Blacktip Media, Inc. October 2011 - October 2012
Klicker's Berries & Antiques March 2011 - July 2011
Macy's November 2010 - March 2011
AmeriCorps NCCC (National Civilian Community Corps) October 2009 - August 2010
Silver Fox Productions June 2009 - August 2009
Starbucks August 2008 - June 2009
Skills
Adobe Creative Suite, Joomla, Microsoft Office, Digital Photography, iContact, InDesign, Creative Direction, Social Media, Brochures, Layout, Social Networking, Customer Service, Adobe Fireworks, Graphic Design, Basecamp, Advertising, Illustrator, Newsletters, Graphics, Web Design, Email Design, Art Direction, Photoshop
Education
Seattle Pacific University 2004 — 2008
Bachelor of Arts, Visual Communications
Cindy Scott's 1st Global Experience October 2012 - Present
Job National Director, 1st Global Leadership Academy
Industry Financial Services
Experience
1st Global October 2012 - Present
1st Global January 2009 - Present
H.D. Vest Financial Services October 1998 - December 2008
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Financial Services, Uniform Combined State..., Wealth Management, Financial Education, Engaging Public Speaker, Instructor-led Training, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Retirement, Mutual Funds, Investment Advisory, Financial Planning, 401k, Securities, Finance, Series 24, Investment Strategies
Education
The American College 2003 — 2005
Certified Financial Planner Designation, Financial Planning
Hendrix College 1993 — 1997
Bachelor of Arts, Economic and Business
1st Global October 2012 - Present
1st Global January 2009 - Present
H.D. Vest Financial Services October 1998 - December 2008
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Financial Services, Uniform Combined State..., Wealth Management, Financial Education, Engaging Public Speaker, Instructor-led Training, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Retirement, Mutual Funds, Investment Advisory, Financial Planning, 401k, Securities, Finance, Series 24, Investment Strategies
Education
The American College 2003 — 2005
Certified Financial Planner Designation, Financial Planning
Hendrix College 1993 — 1997
Bachelor of Arts, Economic and Business
Wm. Shawn Vernon's 1st Global Experience July 2013 - February 2014
Job Sr. Quality Assurance Analyst at Omnitracs
Industry Information Technology and Services
Experience
Omnitracs April 2015 - Present
Armor (Formerly Firehost) February 2014 - October 2014
1st Global July 2013 - February 2014
Xerox February 2012 - May 2013
Gerber Technology May 1999 - September 2008
Soft Tech Inc February 1998 - May 1999
United States Air Force 1986 - 1989
Skills
Testing, Quality Assurance, Test Automation, Test Planning, Software Quality..., Quality Center, Manual Testing, Regression Testing, Test Director, SDLC, QTP, Software Documentation, Software Development, Scrum, Integration, Business Analysis, Test Strategy, Databases, XML, Test Cases, SQL, Agile Methodologies, Windows, Cloud Computing, Microsoft SQL Server, Visual Studio, Visio, .NET, Hardware, Agile Project Management, Enterprise Software, Oracle, Software Project..., Management, Leadership, WinRunner, Product Development, MySQL, Defect Tracking, User Acceptance Testing, Web Services, Troubleshooting, Java, MS Project, Automation, Requirements Analysis, Requirements Gathering, SaaS, JIRA, Technical Support
Education
Southwest Institute of Technology 1992 — 1993
Occupational Associates, Electronics theory and application
Omnitracs April 2015 - Present
Armor (Formerly Firehost) February 2014 - October 2014
1st Global July 2013 - February 2014
Xerox February 2012 - May 2013
Gerber Technology May 1999 - September 2008
Soft Tech Inc February 1998 - May 1999
United States Air Force 1986 - 1989
Skills
Testing, Quality Assurance, Test Automation, Test Planning, Software Quality..., Quality Center, Manual Testing, Regression Testing, Test Director, SDLC, QTP, Software Documentation, Software Development, Scrum, Integration, Business Analysis, Test Strategy, Databases, XML, Test Cases, SQL, Agile Methodologies, Windows, Cloud Computing, Microsoft SQL Server, Visual Studio, Visio, .NET, Hardware, Agile Project Management, Enterprise Software, Oracle, Software Project..., Management, Leadership, WinRunner, Product Development, MySQL, Defect Tracking, User Acceptance Testing, Web Services, Troubleshooting, Java, MS Project, Automation, Requirements Analysis, Requirements Gathering, SaaS, JIRA, Technical Support
Education
Southwest Institute of Technology 1992 — 1993
Occupational Associates, Electronics theory and application
Eduardo J. Rocha's 1st Global Experience 2003 - 2007
Job Senior Copywriter at Dieste Inc.
Industry Marketing and Advertising
Experience
Dieste Inc. April 2015 - Present
Epsilon December 2013 - April 2015
Eduardo J. Rocha July 2010 - 2015
Dieste Inc. October 2012 - November 2012
Rockfish Interactive March 2011 - February 2012
The LTV Group December 2010 - March 2011
RAPP - Dallas September 2007 - April 2010
1st Global 2003 - 2007
Skills
Copywriting, Advertising, Digital Marketing, Direct Mail, Direct Marketing, Digital Media, Newsletters, Copy Editing, Integrated Marketing, Creative Strategy, Blogging, Marketing Communications, Marketing Copy, Hispanic Market, Proofreading, Social Media, Online Advertising, US Hispanic Market, Spanish, Spanish-English, Mobile Marketing, Online Marketing, B2B, Creative Direction, Marketing, Content Development, Facebook, Social Media Marketing, Digital Strategy, Corporate Branding, Brand Development, Editing, Website Copy, Bilingual-Spanish, Idea Generation, Multicultural, POP Displays, Outdoor Advertising, Spanish to English
Education
Macalester College 1994 — 1998
B.A., Linguistics
Dieste Inc. April 2015 - Present
Epsilon December 2013 - April 2015
Eduardo J. Rocha July 2010 - 2015
Dieste Inc. October 2012 - November 2012
Rockfish Interactive March 2011 - February 2012
The LTV Group December 2010 - March 2011
RAPP - Dallas September 2007 - April 2010
1st Global 2003 - 2007
Skills
Copywriting, Advertising, Digital Marketing, Direct Mail, Direct Marketing, Digital Media, Newsletters, Copy Editing, Integrated Marketing, Creative Strategy, Blogging, Marketing Communications, Marketing Copy, Hispanic Market, Proofreading, Social Media, Online Advertising, US Hispanic Market, Spanish, Spanish-English, Mobile Marketing, Online Marketing, B2B, Creative Direction, Marketing, Content Development, Facebook, Social Media Marketing, Digital Strategy, Corporate Branding, Brand Development, Editing, Website Copy, Bilingual-Spanish, Idea Generation, Multicultural, POP Displays, Outdoor Advertising, Spanish to English
Education
Macalester College 1994 — 1998
B.A., Linguistics
Sean Braxton Sean Braxton's 1st Global Experience July 2014 - August 2014
Job Staff Accountant at Associa
Industry Financial Services
Experience
Associa January 2015 - Present
Associa August 2014 - January 2015
1st Global July 2014 - August 2014
Mieka Energy January 2014 - March 2014
National Tire & Battery May 2007 - December 2010
Capital One Auto Finance May 2006 - February 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Accounting, Cost Accounting, Account Reconciliation, Access, Finance, Accounting, Customer Service, Outlook, Time Management, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Auditing, Invoicing, Data Analysis, Customer Satisfaction, Bookkeeping, General Ledger, Market Research
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Finance
North Lake College 2006 — 2007
Associa January 2015 - Present
Associa August 2014 - January 2015
1st Global July 2014 - August 2014
Mieka Energy January 2014 - March 2014
National Tire & Battery May 2007 - December 2010
Capital One Auto Finance May 2006 - February 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Accounting, Cost Accounting, Account Reconciliation, Access, Finance, Accounting, Customer Service, Outlook, Time Management, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Auditing, Invoicing, Data Analysis, Customer Satisfaction, Bookkeeping, General Ledger, Market Research
Education
University of North Texas 2010 — 2013
Bachelor of Business Administration (BBA), Finance
North Lake College 2006 — 2007
Nate Biddick, CFP® Nate Biddick, CFP®'s 1st Global Experience February 2015 - Present
Job Assistant Vice President, Consulting
Industry Financial Services
Experience
1st Global February 2015 - Present
1st Global 2012 - February 2015
1st Global 2009 - June 2012
1st Global 2007 - 2009
Edward Jones January 2007 - September 2007
Skills
Value Proposition..., Goal Development, Leveraging resource..., Practice Management, CPA-Wealth Management, Strategic Planning..., Financial Planning, Public Speaking, Coaching, Writer: feature..., Strategic Financial..., Management, Strategic Planning, Wealth Management, Value Propositions, Leadership, Series 7, Team Building, Financial Advisory, Financial Services, Securities, Life Insurance, Consulting, 401k, Retirement Planning
Education
DePaul University 1992 — 1996
BFA
1st Global February 2015 - Present
1st Global 2012 - February 2015
1st Global 2009 - June 2012
1st Global 2007 - 2009
Edward Jones January 2007 - September 2007
Skills
Value Proposition..., Goal Development, Leveraging resource..., Practice Management, CPA-Wealth Management, Strategic Planning..., Financial Planning, Public Speaking, Coaching, Writer: feature..., Strategic Financial..., Management, Strategic Planning, Wealth Management, Value Propositions, Leadership, Series 7, Team Building, Financial Advisory, Financial Services, Securities, Life Insurance, Consulting, 401k, Retirement Planning
Education
DePaul University 1992 — 1996
BFA
Greg Aden Greg Aden's 1st Global Experience March 1993 - March 1998
Job Owner/Founder at Aden Leadership
Industry Hospitality
Experience
Aden Leadership November 2013 - Present
InterContinental Hotels Group January 2011 - October 2013
IHG March 1998 - January 2011
1st Global March 1993 - March 1998
Marriott Hotels March 1983 - March 1992
Skills
Hotels, Resorts, Hospitality Industry, Negotiation, Sales, Service Based Leadership, Strategic Team Planning, Sales Training, Hospitality, Hospitality Management, Contract Negotiation, Selling Skills, Customer Satisfaction, Leadership, Revenue Analysis, Yield Management, Restaurants, Hotel Management, Budgets, Leisure, Training, Strategy, Tourism, Pre-opening, Recruiting, Forecasting, Customer Service, Business Strategy, Income Statement, Operations Management, New Business Development, Marketing, Management, Direct Sales, Friendly Personality, Instructor-led Training, Coaching, Front Office, Franchising, Time Management, Catering, Hiring, Banquets, Restaurant Management, Meeting Planning, Revenue Forecasting, Business Travel, Online Travel, Luxury, P&L
Education
Fort Lewis College 1981 — 1985
Bachelor Administration, Business (Sales/Marketing) & Communications Minor
Sandia High School
Aden Leadership November 2013 - Present
InterContinental Hotels Group January 2011 - October 2013
IHG March 1998 - January 2011
1st Global March 1993 - March 1998
Marriott Hotels March 1983 - March 1992
Skills
Hotels, Resorts, Hospitality Industry, Negotiation, Sales, Service Based Leadership, Strategic Team Planning, Sales Training, Hospitality, Hospitality Management, Contract Negotiation, Selling Skills, Customer Satisfaction, Leadership, Revenue Analysis, Yield Management, Restaurants, Hotel Management, Budgets, Leisure, Training, Strategy, Tourism, Pre-opening, Recruiting, Forecasting, Customer Service, Business Strategy, Income Statement, Operations Management, New Business Development, Marketing, Management, Direct Sales, Friendly Personality, Instructor-led Training, Coaching, Front Office, Franchising, Time Management, Catering, Hiring, Banquets, Restaurant Management, Meeting Planning, Revenue Forecasting, Business Travel, Online Travel, Luxury, P&L
Education
Fort Lewis College 1981 — 1985
Bachelor Administration, Business (Sales/Marketing) & Communications Minor
Sandia High School
John Mims John Mims's 1st Global Experience October 2011 - Present
Job
Industry Marketing and Advertising
Experience
1st Global October 2011 - Present
Thomson Reuters Tax & Accounting October 1998 - October 2011
Brink’s, Incorporated, ATM Services January 1997 - October 1998
Hughes Training, Inc. October 1987 - December 1996
Skills
Marketing Communications, Marketing Strategy, Marketing Management, Marketing, Management, Creative Direction, Art Direction, Email Marketing, Advertising, Graphic Design, Graphic Design Software, Lead Generation, Securities, Financial Advisory, Strategic Financial..., Wealth Management, Direct Mail, Investments, Series 7, CPA Market, B2B Marketing, CRM, Trade Shows, Brand Management, Business Development, Project Management, Strategic Planning, Strategy
Education
Henderson State University
Bachelor of Fine Arts (BFA), Graphic Design
1st Global October 2011 - Present
Thomson Reuters Tax & Accounting October 1998 - October 2011
Brink’s, Incorporated, ATM Services January 1997 - October 1998
Hughes Training, Inc. October 1987 - December 1996
Skills
Marketing Communications, Marketing Strategy, Marketing Management, Marketing, Management, Creative Direction, Art Direction, Email Marketing, Advertising, Graphic Design, Graphic Design Software, Lead Generation, Securities, Financial Advisory, Strategic Financial..., Wealth Management, Direct Mail, Investments, Series 7, CPA Market, B2B Marketing, CRM, Trade Shows, Brand Management, Business Development, Project Management, Strategic Planning, Strategy
Education
Henderson State University
Bachelor of Fine Arts (BFA), Graphic Design
Britt Kolesar, CFP® Britt Kolesar, CFP®'s 1st Global Experience April 2013 - Present
Job Wealth Management Consultant
Industry Financial Services
Experience
1st Global April 2013 - Present
Integrated Financial Solutions Group August 2008 - April 2013
RSM McGladrey September 2005 - August 2008
LifeWise Health Plan of Arizona July 2004 - July 2005
Skills
Series 7, Certified Financial..., Series 63, PowerPoint, Microsoft Excel, Wealth Preservation..., Organization &..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Problem Solving, Positive Can-do Attitude, Self-direction, Team-oriented, Personal Finance, Analytical Skills, Outstanding..., Organizational..., Articulate Communicator, Integrity, Leadership, Strategic Financial..., Passion for Success, Licensed Life Insurance..., Tax, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Investments, Investment Strategies, Life Insurance
Education
Southern Methodist University 2008 — 2009
Certificate in Financial Planning
University of Phoenix 2004 — 2006
MBA, Business
Arizona State University 2002 — 2003
BA, Communications
Point Loma Nazarene University 1999 — 2002
Organizational and Management Communications
1st Global April 2013 - Present
Integrated Financial Solutions Group August 2008 - April 2013
RSM McGladrey September 2005 - August 2008
LifeWise Health Plan of Arizona July 2004 - July 2005
Skills
Series 7, Certified Financial..., Series 63, PowerPoint, Microsoft Excel, Wealth Preservation..., Organization &..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Problem Solving, Positive Can-do Attitude, Self-direction, Team-oriented, Personal Finance, Analytical Skills, Outstanding..., Organizational..., Articulate Communicator, Integrity, Leadership, Strategic Financial..., Passion for Success, Licensed Life Insurance..., Tax, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Investments, Investment Strategies, Life Insurance
Education
Southern Methodist University 2008 — 2009
Certificate in Financial Planning
University of Phoenix 2004 — 2006
MBA, Business
Arizona State University 2002 — 2003
BA, Communications
Point Loma Nazarene University 1999 — 2002
Organizational and Management Communications
Amber Bird Amber Bird's 1st Global Experience February 2015 - Present
Job Senior Advisor, Compliance Consultant at 1st Global
Industry Financial Services
Experience
1st Global February 2015 - Present
1st Global January 2013 - Present
1st Global June 2011 - December 2012
1st Global January 2009 - June 2011
1st Global November 2007 - January 2009
1st Global November 2006 - October 2007
1st Global June 2005 - October 2006
Gibson Vasso & Assoc 2004 - 2005
Skills
Series 24, Regulatory Compliance, Series 7, Securities, Financial Services, FINRA, Series 53, Series 66
Education
North Central Texas College 2002 — 2004
Associate of Science (A.S.)
1st Global February 2015 - Present
1st Global January 2013 - Present
1st Global June 2011 - December 2012
1st Global January 2009 - June 2011
1st Global November 2007 - January 2009
1st Global November 2006 - October 2007
1st Global June 2005 - October 2006
Gibson Vasso & Assoc 2004 - 2005
Skills
Series 24, Regulatory Compliance, Series 7, Securities, Financial Services, FINRA, Series 53, Series 66
Education
North Central Texas College 2002 — 2004
Associate of Science (A.S.)
Frank Schwall's 1st Global Experience 2008 - 2010
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
Bond New York 2013 - Present
Blue Star Jets 2011 - 2013
1st Global 2008 - 2010
BAB 2006 - 2008
Manulife Financial 2002 - 2005
UBS Global Asset Management 2000 - 2002
PaineWebber October 1993 - 2000
Plano ISD 1988 - 1993
Skills
Investment Properties, International Buyers, Real Estate, Public Speaking, Presentations, Real Estate Transactions, Sales Management, Management, Team Management, Negotiation, Leadership, Team Leadership, Sellers, Marketing Strategy, Corporate Relocation, Investments, Asset Managment, Program Management, Mutual Funds, Account Management, Sales, Business Development
Education
Baylor University 1982 — 1987
BS Education, Education
Berkner High School
Bond New York 2013 - Present
Blue Star Jets 2011 - 2013
1st Global 2008 - 2010
BAB 2006 - 2008
Manulife Financial 2002 - 2005
UBS Global Asset Management 2000 - 2002
PaineWebber October 1993 - 2000
Plano ISD 1988 - 1993
Skills
Investment Properties, International Buyers, Real Estate, Public Speaking, Presentations, Real Estate Transactions, Sales Management, Management, Team Management, Negotiation, Leadership, Team Leadership, Sellers, Marketing Strategy, Corporate Relocation, Investments, Asset Managment, Program Management, Mutual Funds, Account Management, Sales, Business Development
Education
Baylor University 1982 — 1987
BS Education, Education
Berkner High School
Nithi Nadar Nithi Nadar's 1st Global Experience March 2007 - October 2013
Job Senior Software Developer at Capital One Home Loans
Industry Financial Services
Experience
Capital One Home Loans October 2013 - Present
1st Global March 2007 - October 2013
CROSSMARK May 2001 - February 2007
Thomson Reuters October 1998 - March 2001
Dallas Technology Group June 1997 - October 1998
PCL-Mindware, India & Mindware Pertech, USA May 1996 - May 1997
Fibercore Inc (FBCE) June 1995 - April 1996
Honeywell India Software Operation October 1994 - April 1995
Era Software Systems January 1993 - October 1994
Skills
Visual C#, VB.NET, WCF Services, ASP.NET, Microsoft SQL Server, JavaScript, SSIS, .NET, SDLC, SQL, Agile Methodologies, Web Services, Requirements Analysis, Visual Studio, SOA, C++, Visual C++, Web Development, Software Development
Education
National Institute of Technology Tiruchirappalli 1990 — 1993
Master's Degree, Mathematics and Computer Science, First Class
Kamaraj College, Tuticorin, India 1987 — 1990
Bachelor's Degree, Mathematics and Computer Science, First Class
Capital One Home Loans October 2013 - Present
1st Global March 2007 - October 2013
CROSSMARK May 2001 - February 2007
Thomson Reuters October 1998 - March 2001
Dallas Technology Group June 1997 - October 1998
PCL-Mindware, India & Mindware Pertech, USA May 1996 - May 1997
Fibercore Inc (FBCE) June 1995 - April 1996
Honeywell India Software Operation October 1994 - April 1995
Era Software Systems January 1993 - October 1994
Skills
Visual C#, VB.NET, WCF Services, ASP.NET, Microsoft SQL Server, JavaScript, SSIS, .NET, SDLC, SQL, Agile Methodologies, Web Services, Requirements Analysis, Visual Studio, SOA, C++, Visual C++, Web Development, Software Development
Education
National Institute of Technology Tiruchirappalli 1990 — 1993
Master's Degree, Mathematics and Computer Science, First Class
Kamaraj College, Tuticorin, India 1987 — 1990
Bachelor's Degree, Mathematics and Computer Science, First Class
Nakela Prude Nakela Prude's 1st Global Experience May 2013 - September 2014
Job Executive Assistant to President at Cargogistics, Inc.
Industry Executive Office
Experience
Cargogistics, Inc. dba MJ Transport October 2014 - Present
University of Phoenix July 2012 - Present
1st Global May 2013 - September 2014
Invensys Control Systems December 2010 - July 2012
Texas Instruments September 2010 - November 2010
Texas Instruments November 2005 - November 2008
North Dallas Community Bible Fellowship October 2000 - November 2005
Skills
•Administrative..., •Organizational and..., •Efficient user of..., •10 key by touch..., •Types 50-60 wpm, •Travel Coordination, •Familiar with..., •Strong skills in..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, QuickBooks, Human Resources, Recruiting, Administrative..., Problem Solving, Customer Service, Management, Time Management, Employee Relations, SAP, Administrative..., Employee Benefits
Education
University of Phoenix 2012 — 2014
BBA Degree, Business Administration and Management, General
Richland Community College
Business Administration and Management, General
Cargogistics, Inc. dba MJ Transport October 2014 - Present
University of Phoenix July 2012 - Present
1st Global May 2013 - September 2014
Invensys Control Systems December 2010 - July 2012
Texas Instruments September 2010 - November 2010
Texas Instruments November 2005 - November 2008
North Dallas Community Bible Fellowship October 2000 - November 2005
Skills
•Administrative..., •Organizational and..., •Efficient user of..., •10 key by touch..., •Types 50-60 wpm, •Travel Coordination, •Familiar with..., •Strong skills in..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, QuickBooks, Human Resources, Recruiting, Administrative..., Problem Solving, Customer Service, Management, Time Management, Employee Relations, SAP, Administrative..., Employee Benefits
Education
University of Phoenix 2012 — 2014
BBA Degree, Business Administration and Management, General
Richland Community College
Business Administration and Management, General
Erik Clark Erik Clark's 1st Global Experience 2007 - May 2009
Job Client Services Associate at JPMorgan Chase
Industry Financial Services
Experience
CrossFit 214 September 2011 - Present
JP Morgan Chase October 2010 - July 2013
1stGlobal 2007 - September 2010
1st Global 2007 - May 2009
Skills
Customer Service, Banking, Nutrition, Accounting, Call Centers, Teaching, Public Speaking, Lifestyle, Coaching, Microsoft Office, Athletics, Leadership, Training, Team Building, Insurance, PowerPoint, Sales, Microsoft Excel
Education
Institute for Integrative Nutrition 2011 — 2012
Health and Wellness
The University of Texas at Dallas 2003 — 2006
BA, Government and Politics
Orange Coast College 2001 — 2003
CrossFit 214 September 2011 - Present
JP Morgan Chase October 2010 - July 2013
1stGlobal 2007 - September 2010
1st Global 2007 - May 2009
Skills
Customer Service, Banking, Nutrition, Accounting, Call Centers, Teaching, Public Speaking, Lifestyle, Coaching, Microsoft Office, Athletics, Leadership, Training, Team Building, Insurance, PowerPoint, Sales, Microsoft Excel
Education
Institute for Integrative Nutrition 2011 — 2012
Health and Wellness
The University of Texas at Dallas 2003 — 2006
BA, Government and Politics
Orange Coast College 2001 — 2003
Craig Johnson CFP®, CLU®'s 1st Global Experience October 2013 - Present
Job Director of Strategic Partnerships at 1st Global
Industry Financial Services
Experience
1st Global October 2013 - Present
1st Global September 2009 - October 2013
1st Global February 2007 - September 2009
1st Global August 2005 - February 2007
State Farm Insurance March 2003 - August 2005
Fidelity Investments January 2001 - March 2003
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Finance, Investments, Financial Services, Investment Management, Financial Advisory, 401k, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Life Insurance, Securities, Investment Strategies, Financial Planners, Retirement, Alternative Investments
Education
Louisiana State University 1997 — 2000
•Bachelor of Science, Finance
1st Global October 2013 - Present
1st Global September 2009 - October 2013
1st Global February 2007 - September 2009
1st Global August 2005 - February 2007
State Farm Insurance March 2003 - August 2005
Fidelity Investments January 2001 - March 2003
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Finance, Investments, Financial Services, Investment Management, Financial Advisory, 401k, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Life Insurance, Securities, Investment Strategies, Financial Planners, Retirement, Alternative Investments
Education
Louisiana State University 1997 — 2000
•Bachelor of Science, Finance
Karen Hettish Karen Hettish's 1st Global Experience May 2007 - December 2010
Job Independent Trainer and Parttime Faculty Positions
Industry Professional Training & Coaching
Experience
Brookhaven College March 2014 - Present
Richland College January 2014 - Present
Collin College November 2006 - June 2015
1st Global May 2007 - December 2010
Metivier & Associates September 1998 - September 2001
Becton Dickinson Immunocytometry Systems 1984 - 1996
Skills
Management, Training, Organizational Needs..., Change Management, Leadership, Cross-functional Team..., Strategic Planning, Organizational..., Leadership Development, Employee Training, Workshop Facilitation, Coaching, Performance Management, Career Development, Instructional Design, Human Resources, Training Delivery, Staff Development, Instructor-led Training, Employee Engagement, Consulting, Management Consulting, Curriculum Development, New Hire Orientations, Blended Learning, Program Management, Recruiting
Education
California State University-Chico
Bachelor of Arts - Microbiology and Chemistry
Brookhaven College March 2014 - Present
Richland College January 2014 - Present
Collin College November 2006 - June 2015
1st Global May 2007 - December 2010
Metivier & Associates September 1998 - September 2001
Becton Dickinson Immunocytometry Systems 1984 - 1996
Skills
Management, Training, Organizational Needs..., Change Management, Leadership, Cross-functional Team..., Strategic Planning, Organizational..., Leadership Development, Employee Training, Workshop Facilitation, Coaching, Performance Management, Career Development, Instructional Design, Human Resources, Training Delivery, Staff Development, Instructor-led Training, Employee Engagement, Consulting, Management Consulting, Curriculum Development, New Hire Orientations, Blended Learning, Program Management, Recruiting
Education
California State University-Chico
Bachelor of Arts - Microbiology and Chemistry
Aaron VanBuskirk's 1st Global Experience January 2008 - September 2010
Job Experienced Private Bank Professional
Industry Financial Services
Experience
J.P.Morgan Private Bank September 2010 - Present
1st Global January 2008 - September 2010
Sprint June 2005 - December 2007
Skills
Series 7, Securities, Mutual Funds, Series 63, Wealth Management, Equities, Investments, Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Microsoft Excel, PC building, Adobe Professional, Microsoft Office, Linux Desktop, Linux Server, Statistics, Finance
Education
Kansas State University
Bachelors
J.P.Morgan Private Bank September 2010 - Present
1st Global January 2008 - September 2010
Sprint June 2005 - December 2007
Skills
Series 7, Securities, Mutual Funds, Series 63, Wealth Management, Equities, Investments, Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Microsoft Excel, PC building, Adobe Professional, Microsoft Office, Linux Desktop, Linux Server, Statistics, Finance
Education
Kansas State University
Bachelors
Al Prentice Al Prentice's 1st Global Experience June 1999 - Present
Job VP at 1st Global
Industry Financial Services
Experience
1st Global June 1999 - Present
Motorola January 1985 - December 1997
Superior Oil Company January 1979 - December 1984
Skills
Sales Management, Series 24, Series 7, Alternative Investments, Wealth Management, Mutual Funds, Securities, Financial Planning, Asset Management, Investments, Portfolio Management, Strategic Financial..., Leadership, Retirement Planning, Investment Management, Finance, Uniform Combined State..., Financial Advisory, Investment Advisory, FINRA
Education
Texas Christian University 1997 — 1999
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Louisiana at Lafayette 1975 — 1978
M.Ed., Administration
University of Louisiana at Lafayette 1973 — 1974
B.A., English, Math
Louisiana State University 1971 — 1972
1st Global June 1999 - Present
Motorola January 1985 - December 1997
Superior Oil Company January 1979 - December 1984
Skills
Sales Management, Series 24, Series 7, Alternative Investments, Wealth Management, Mutual Funds, Securities, Financial Planning, Asset Management, Investments, Portfolio Management, Strategic Financial..., Leadership, Retirement Planning, Investment Management, Finance, Uniform Combined State..., Financial Advisory, Investment Advisory, FINRA
Education
Texas Christian University 1997 — 1999
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Louisiana at Lafayette 1975 — 1978
M.Ed., Administration
University of Louisiana at Lafayette 1973 — 1974
B.A., English, Math
Louisiana State University 1971 — 1972
Michelle Huntington Michelle Huntington's 1st Global Experience July 2010 - Present
Job Business Systems Analyst at 1st Global
Industry Financial Services
Experience
1st Global July 2010 - Present
1st Global March 2008 - July 2010
1st Global October 2006 - March 2008
The Advisory Group January 2000 - August 2006
Skills
Financial Advisory, Securities, Financial Services, Mutual Funds, Series 7, Series 63, FINRA
Education
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Finance, Real Estate, Law
1st Global July 2010 - Present
1st Global March 2008 - July 2010
1st Global October 2006 - March 2008
The Advisory Group January 2000 - August 2006
Skills
Financial Advisory, Securities, Financial Services, Mutual Funds, Series 7, Series 63, FINRA
Education
California State Polytechnic University-Pomona 2000 — 2004
Bachelor of Science, Finance, Real Estate, Law
Cynthia Martin Cook's 1st Global Experience October 2011 - March 2012
Job Senior Copywriter at CONEXIS
Industry Marketing and Advertising
Experience
CONEXIS October 2012 - Present
Self Employed April 2011 - Present
1st Global October 2011 - March 2012
Army and Air Force Exchange Service March 2009 - April 2011
JCPenney Company, Inc. April 1997 - November 2008
JCPenney Direct Marketing Services April 1990 - April 1997
Skills
Writing, Editing, Copywriting, Copy Editing, Proofreading, Advertising, Corporate Communications, Internal Communications, Marketing Communications, Marketing..., Brand Communication, Public Relations, Direct Marketing, Email Marketing, Web Content, Online Communications, Managing Creative Teams, Team Management, Cross-functional Team..., Team Leadership, Leading Cross..., Word, QuarkXPress, InDesign, Microsoft Word, Newsletters, Digital Marketing, Online Marketing, Direct Mail, Social Media Marketing, Marketing, Brochures, Creative Direction, Social Media, Photoshop, Integrated Marketing, Management, Adobe Acrobat, Blogging, Brand Development, Video, Social Networking, Leadership
Education
Louisiana State University
BA, Journalism
CONEXIS October 2012 - Present
Self Employed April 2011 - Present
1st Global October 2011 - March 2012
Army and Air Force Exchange Service March 2009 - April 2011
JCPenney Company, Inc. April 1997 - November 2008
JCPenney Direct Marketing Services April 1990 - April 1997
Skills
Writing, Editing, Copywriting, Copy Editing, Proofreading, Advertising, Corporate Communications, Internal Communications, Marketing Communications, Marketing..., Brand Communication, Public Relations, Direct Marketing, Email Marketing, Web Content, Online Communications, Managing Creative Teams, Team Management, Cross-functional Team..., Team Leadership, Leading Cross..., Word, QuarkXPress, InDesign, Microsoft Word, Newsletters, Digital Marketing, Online Marketing, Direct Mail, Social Media Marketing, Marketing, Brochures, Creative Direction, Social Media, Photoshop, Integrated Marketing, Management, Adobe Acrobat, Blogging, Brand Development, Video, Social Networking, Leadership
Education
Louisiana State University
BA, Journalism
Rick Arthur Rick Arthur's 1st Global Experience 2011 - 2014
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company August 2015 - Present
24 Hour Fitness April 2015 - June 2015
Financial Services Professional on Sabbatical April 2014 - March 2015
1st Global 2011 - 2014
1st Global 2005 - 2011
1st Global 2001 - 2005
1st Global 2000 - 2001
Fidelity Investments 1993 - 2000
American Golf Corporation 1990 - 1993
ConocoPhillips 1989 - 1989
Skills
Personal Training, Corrective Exercise, Leadership, Management, Relationship Management, Strategic Planning, Securities, Financial Services, Series 7, Mutual Funds, Investments, FINRA, Retirement Planning, Financial Advisory, Series 63, Wealth Management, Series 24, Risk Management, Investment Advisory, Portfolio Management, Financial Planning, Uniform Combined State..., Asset Management, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Management/Marketing
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Management
Life Time - The Healthy Way of Life Company August 2015 - Present
24 Hour Fitness April 2015 - June 2015
Financial Services Professional on Sabbatical April 2014 - March 2015
1st Global 2011 - 2014
1st Global 2005 - 2011
1st Global 2001 - 2005
1st Global 2000 - 2001
Fidelity Investments 1993 - 2000
American Golf Corporation 1990 - 1993
ConocoPhillips 1989 - 1989
Skills
Personal Training, Corrective Exercise, Leadership, Management, Relationship Management, Strategic Planning, Securities, Financial Services, Series 7, Mutual Funds, Investments, FINRA, Retirement Planning, Financial Advisory, Series 63, Wealth Management, Series 24, Risk Management, Investment Advisory, Portfolio Management, Financial Planning, Uniform Combined State..., Asset Management, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Management/Marketing
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Management
Kate Hapeman's 1st Global Experience January 2005 - September 2006
Job Senior Compliance Analyst
Industry Financial Services
Experience
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Paul Stewart Paul Stewart's 1st Global Experience February 2015 - Present
Job Executive Vice President, Chief Operating Officer at 1st Global
Industry Financial Services
Experience
1st Global February 2015 - Present
1st Global April 2011 - February 2015
1st Global March 2005 - April 2011
ING Advisors Network October 1998 - March 2005
IFG Network Securities March 1992 - October 1998
Pennington, Bass 1989 - 1992
Skills
Managerial Finance, Finance, Accounting, Securities, Insurance, Budgets, Financial Advisory, Human Resources, Employee Benefits, Strategic Financial..., Series 7, Corporate Finance, Strategic Planning, Investments, Financial Planning, Leadership, Wealth Management, Budgeting, FINRA, Risk Management, Financial Management
Education
Baylor University 1982 — 1987
BBA, Accounting, Finance
Baylor University - Hankamer School of Business 1982 — 1987
BS, Accounting, Finance
1st Global February 2015 - Present
1st Global April 2011 - February 2015
1st Global March 2005 - April 2011
ING Advisors Network October 1998 - March 2005
IFG Network Securities March 1992 - October 1998
Pennington, Bass 1989 - 1992
Skills
Managerial Finance, Finance, Accounting, Securities, Insurance, Budgets, Financial Advisory, Human Resources, Employee Benefits, Strategic Financial..., Series 7, Corporate Finance, Strategic Planning, Investments, Financial Planning, Leadership, Wealth Management, Budgeting, FINRA, Risk Management, Financial Management
Education
Baylor University 1982 — 1987
BBA, Accounting, Finance
Baylor University - Hankamer School of Business 1982 — 1987
BS, Accounting, Finance
Barnard Ingram Barnard Ingram's 1st Global Experience February 2015 - Present
Job Experts in Consulting CPAs and Financial Advisors in Wealth Management, 1st Global
Industry Financial Services
Experience
1st Global February 2015 - Present
1st Global October 2011 - Present
1st Global July 2011 - October 2011
1st Global December 2010 - April 2011
Spectrum Financial Group/MassMutual November 2007 - December 2010
1st Global 2001 - 2006
American Express Financial Advisors 1996 - 2001
American Express Financial Advisors 1996 - 2001
US Navy August 1990 - November 1996
Skills
Strategic Financial..., Series 7, Retirement Planning, Department Budgeting, Wealth Management, Business Development, Business Planning, Estate Planning, Insurance, Training, Project Planning, Management, Financial Planners, Strategy, Finance, Retirement, Recruiting, Analysis, Budgets, Risk Management, Series 63, Investments, Sales, Consulting, Financial Advisory, Mutual Funds
Education
Florida Agricultural and Mechanical University 1988 — 1990
Bachelor of Science (B.S.), Civil Engineering Technology/Technician
1st Global February 2015 - Present
1st Global October 2011 - Present
1st Global July 2011 - October 2011
1st Global December 2010 - April 2011
Spectrum Financial Group/MassMutual November 2007 - December 2010
1st Global 2001 - 2006
American Express Financial Advisors 1996 - 2001
American Express Financial Advisors 1996 - 2001
US Navy August 1990 - November 1996
Skills
Strategic Financial..., Series 7, Retirement Planning, Department Budgeting, Wealth Management, Business Development, Business Planning, Estate Planning, Insurance, Training, Project Planning, Management, Financial Planners, Strategy, Finance, Retirement, Recruiting, Analysis, Budgets, Risk Management, Series 63, Investments, Sales, Consulting, Financial Advisory, Mutual Funds
Education
Florida Agricultural and Mechanical University 1988 — 1990
Bachelor of Science (B.S.), Civil Engineering Technology/Technician
Kristi Bickham Arthur Kristi Bickham Arthur's 1st Global Experience January 2001 - April 2014
Job Director of Fiduciary Solutions at Roland Criss
Industry Financial Services
Experience
Roland Criss August 2014 - Present
1st Global January 2001 - April 2014
Skills
Retirement Planning, Series 7, Mutual Funds, Team Building, Series 63, 401k, Investments, Retirement, Wealth Management, Defined Benefit, Employee Benefits, Fixed Annuities, Uniform Combined State..., Financial Advisory, FINRA, Sales, Management
Education
The University of Texas at Arlington 1997 — 1999
Master of Science in Social Work (MSSW)
Sam Houston State University 1996 — 1997
Bachelor's degree, Law Enforcement and Police Science
Roland Criss August 2014 - Present
1st Global January 2001 - April 2014
Skills
Retirement Planning, Series 7, Mutual Funds, Team Building, Series 63, 401k, Investments, Retirement, Wealth Management, Defined Benefit, Employee Benefits, Fixed Annuities, Uniform Combined State..., Financial Advisory, FINRA, Sales, Management
Education
The University of Texas at Arlington 1997 — 1999
Master of Science in Social Work (MSSW)
Sam Houston State University 1996 — 1997
Bachelor's degree, Law Enforcement and Police Science
Mackey Johnson's 1st Global Experience 2010 - February 2014
Job Senior Team Manager with Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab March 2014 - August 2015
1st Global 2010 - February 2014
1st Global 2009 - 2010
1st Global 2008 - 2009
Skills
Series 7, Series 24, Series 9, Series 10, Series 66, Management, Financial Services, Leadership, FINRA, Operations Management, Risk Management, Cashiering, Brokerage, Wealth Management, Finance, Securities, Mutual Funds, Document Services, Customer Service, Microsoft Office
Education
Kansas State University 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Queensland University of Technology 2006 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab August 2015 - Present
Charles Schwab March 2014 - August 2015
1st Global 2010 - February 2014
1st Global 2009 - 2010
1st Global 2008 - 2009
Skills
Series 7, Series 24, Series 9, Series 10, Series 66, Management, Financial Services, Leadership, FINRA, Operations Management, Risk Management, Cashiering, Brokerage, Wealth Management, Finance, Securities, Mutual Funds, Document Services, Customer Service, Microsoft Office
Education
Kansas State University 2002 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Queensland University of Technology 2006 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dave Bellando's 1st Global Experience February 2014 - Present
Job Director Application Delivery and EPMO at 1st Global
Industry Information Technology and Services
Experience
1st Global February 2014 - Present
Artis Consulting August 2004 - February 2014
American Airlines November 2002 - August 2004
USWeb/Divine July 1997 - November 2002
IntellAgent Control 1994 - 1997
Skills
SharePoint, Enterprise Content...
Education
Louisiana Tech University
BSIE, Engineering
Dallas Theological Seminary
Master of Theology (Th.M)
1st Global February 2014 - Present
Artis Consulting August 2004 - February 2014
American Airlines November 2002 - August 2004
USWeb/Divine July 1997 - November 2002
IntellAgent Control 1994 - 1997
Skills
SharePoint, Enterprise Content...
Education
Louisiana Tech University
BSIE, Engineering
Dallas Theological Seminary
Master of Theology (Th.M)
Fannie Pantoja's 1st Global Experience June 2012 - Present
Job Professional Scrum Master I / Project Manager
Industry Financial Services
Experience
1st Global June 2012 - Present
Penson Worldwide January 2006 - July 2012
Skills
Vendor Management, Project Management, Strategic Planning, Budgets, Leadership, Team Building, Team Leadership, Customer Service, Troubleshooting, Visio, Risk Management, Management, Training, Business Process...
Education
Dallas County Community College 2001 — 2003
1st Global June 2012 - Present
Penson Worldwide January 2006 - July 2012
Skills
Vendor Management, Project Management, Strategic Planning, Budgets, Leadership, Team Building, Team Leadership, Customer Service, Troubleshooting, Visio, Risk Management, Management, Training, Business Process...
Education
Dallas County Community College 2001 — 2003
Craig Hopkins's 1st Global Experience 1999 - 2000
Job Chief Information Officer
Industry Information Technology and Services
Experience
Information Technology Consulting 2012 - Present
Big Brothers Big Sisters of America 2013 - November 2014
OpenText July 2011 - January 2012
Global 360 2008 - July 2011
Crescent Real Estate 2000 - 2007
1st Global 1999 - 2000
MedCare Financial Services 1996 - 1999
H.D. Vest Financial Services 1986 - 1995
Skills
Start-ups, Management, Business Intelligence, Strategic Planning, SDLC, Vendor Management, Sarbanes-Oxley Act, Strategy, Leadership, Project Planning, Integration, Business Process, Business Analysis, Business Process..., SaaS, Enterprise Software, Outsourcing, Cloud Computing, IT Strategy, Program Management, IT Management
Education
Indiana University Bloomington
MBA
Indiana University Bloomington
BA, English
Information Technology Consulting 2012 - Present
Big Brothers Big Sisters of America 2013 - November 2014
OpenText July 2011 - January 2012
Global 360 2008 - July 2011
Crescent Real Estate 2000 - 2007
1st Global 1999 - 2000
MedCare Financial Services 1996 - 1999
H.D. Vest Financial Services 1986 - 1995
Skills
Start-ups, Management, Business Intelligence, Strategic Planning, SDLC, Vendor Management, Sarbanes-Oxley Act, Strategy, Leadership, Project Planning, Integration, Business Process, Business Analysis, Business Process..., SaaS, Enterprise Software, Outsourcing, Cloud Computing, IT Strategy, Program Management, IT Management
Education
Indiana University Bloomington
MBA
Indiana University Bloomington
BA, English
Renee Emrick's 1st Global Experience September 2012 - November 2013
Job General Counsel/Chief Compliance Officer at Investment Planners
Industry Financial Services
Experience
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Eric Wilkinson's 1st Global Experience September 2010 - July 2012
Job Manager, Systems and Special Projects at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
1st Global September 2010 - July 2012
Cobra Trading, Inc. March 2010 - September 2010
TD Ameritrade May 1998 - October 2008
Skills
Risk Management, Management, Project Management, Relationship Management, Leadership, Financial Services, Strategic Financial..., Investments, Portfolio Management, Vendor Management, Securities, Team Building, Banking, Mutual Funds, Business Analysis, Series 7, Financial Analysis, Equities, Insurance, Financial Planning
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration
Bellevue University
Bachelor of Science, Computer Information Systems
TD Ameritrade July 2012 - Present
1st Global September 2010 - July 2012
Cobra Trading, Inc. March 2010 - September 2010
TD Ameritrade May 1998 - October 2008
Skills
Risk Management, Management, Project Management, Relationship Management, Leadership, Financial Services, Strategic Financial..., Investments, Portfolio Management, Vendor Management, Securities, Team Building, Banking, Mutual Funds, Business Analysis, Series 7, Financial Analysis, Equities, Insurance, Financial Planning
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration
Bellevue University
Bachelor of Science, Computer Information Systems
Jon Neill's 1st Global Experience 2002 - 2003
Job CIO at BrandLoyal, Inc.
Industry Entertainment
Experience
BrandLoyal, Inc. January 2012 - Present
The Marketing Arm October 2012 - February 2015
Thrive Agency October 2010 - January 2012
Blockdot May 2007 - October 2010
GameDay Productions 2005 - 2007
94.9 FM KLTY 2003 - 2005
1st Global 2002 - 2003
KFWD TV-52 2002 - 2002
Pat Summerall Productions 2001 - 2001
Southern Methodist University 1997 - 2001
Skills
Email Marketing, Adobe Creative Suite, Graphic Design, Web Design, Digital Marketing, Production Coordination, Project Planning, Project Management, Project Delivery, Agile Project Management, Video Production, Video Editing, Videography, Digital Video, Film Production, Independent Film, People Skills, People-oriented, Team-oriented, Team Management, Business Strategy, New Business Development, Business Development, Photography, Digital Photography, Client Development, Writing, Creative Writing, Copywriting, Copy Editing, Corporate Branding, Content Management, Content Development, Steinberg Cubase, Steinberg WaveLab, Ableton Live, Planbox, Assembla, Edius, Kerio, Microsoft Office, Visio, Adobe Premiere, Marketing Communications, Social Media Marketing, Multimedia, Creative Direction, User Experience, Mobile Applications, Publishing
Education
Southern Methodist University 1998 — 2001
University of Southern California
BrandLoyal, Inc. January 2012 - Present
The Marketing Arm October 2012 - February 2015
Thrive Agency October 2010 - January 2012
Blockdot May 2007 - October 2010
GameDay Productions 2005 - 2007
94.9 FM KLTY 2003 - 2005
1st Global 2002 - 2003
KFWD TV-52 2002 - 2002
Pat Summerall Productions 2001 - 2001
Southern Methodist University 1997 - 2001
Skills
Email Marketing, Adobe Creative Suite, Graphic Design, Web Design, Digital Marketing, Production Coordination, Project Planning, Project Management, Project Delivery, Agile Project Management, Video Production, Video Editing, Videography, Digital Video, Film Production, Independent Film, People Skills, People-oriented, Team-oriented, Team Management, Business Strategy, New Business Development, Business Development, Photography, Digital Photography, Client Development, Writing, Creative Writing, Copywriting, Copy Editing, Corporate Branding, Content Management, Content Development, Steinberg Cubase, Steinberg WaveLab, Ableton Live, Planbox, Assembla, Edius, Kerio, Microsoft Office, Visio, Adobe Premiere, Marketing Communications, Social Media Marketing, Multimedia, Creative Direction, User Experience, Mobile Applications, Publishing
Education
Southern Methodist University 1998 — 2001
University of Southern California
Victor Soto, Jr., CFA, FRM, CAIA's 1st Global Experience July 2013 - Present
Job Portfolio Manager at 1st Global
Industry Investment Management
Experience
1st Global July 2013 - Present
First Command Financial Services November 2011 - June 2013
MetLife September 2008 - November 2011
The Boston Security Analysts Society September 2008 - March 2011
Brandeis University January 2008 - July 2008
Bryant University May 2003 - July 2008
Brown University June 2004 - July 2007
Stonehill College September 2003 - July 2007
Stalla CFA Review (acquired by Kaplan Schweser) June 2004 - March 2007
Bentley University January 2004 - June 2004
Skills
VBA Programming, Due Diligence, Alternative Investments, Fixed Income, Quantitative Analytics, Desktop Application..., Bloomberg, Technical Content..., Non-Gaussian Risk..., FactSet, Callan Database, PerTrac, Series 7, Series 66, Series 6, Morningstar Direct..., Portfolio Management
Education
Bryant University 2001 — 2003
MBA, Finance
Bryant University 1996 — 2000
BS, Finance
1st Global July 2013 - Present
First Command Financial Services November 2011 - June 2013
MetLife September 2008 - November 2011
The Boston Security Analysts Society September 2008 - March 2011
Brandeis University January 2008 - July 2008
Bryant University May 2003 - July 2008
Brown University June 2004 - July 2007
Stonehill College September 2003 - July 2007
Stalla CFA Review (acquired by Kaplan Schweser) June 2004 - March 2007
Bentley University January 2004 - June 2004
Skills
VBA Programming, Due Diligence, Alternative Investments, Fixed Income, Quantitative Analytics, Desktop Application..., Bloomberg, Technical Content..., Non-Gaussian Risk..., FactSet, Callan Database, PerTrac, Series 7, Series 66, Series 6, Morningstar Direct..., Portfolio Management
Education
Bryant University 2001 — 2003
MBA, Finance
Bryant University 1996 — 2000
BS, Finance
Jefferson Hornsby, AIF®, CRPS®'s 1st Global Experience April 2007 - March 2014
Job VP & Senior Plan Advisor at Retirement Fund Management
Industry Financial Services
Experience
Retirement Fund Management January 2015 - Present
Greenspring Wealth Management April 2014 - January 2015
1st Global April 2007 - March 2014
Enterprise Fund Distributors July 2004 - April 2007
Flag Financial Services October 2002 - July 2004
Skills
Consultative Selling, Solution Selling, Team Building, Competitive Intelligence, Customer Relations, New Business Development, Territory, Direct Sales, Strategic Planning, Key Account Management, Sales Management, Sales Process, Series 7, 401k, Retirement, Defined Benefit, Investments
Education
LaGrange College 1994 — 1999
Biology
University of West London 1997 — 1997
LaGrange High School
LaGrange High School
Retirement Fund Management January 2015 - Present
Greenspring Wealth Management April 2014 - January 2015
1st Global April 2007 - March 2014
Enterprise Fund Distributors July 2004 - April 2007
Flag Financial Services October 2002 - July 2004
Skills
Consultative Selling, Solution Selling, Team Building, Competitive Intelligence, Customer Relations, New Business Development, Territory, Direct Sales, Strategic Planning, Key Account Management, Sales Management, Sales Process, Series 7, 401k, Retirement, Defined Benefit, Investments
Education
LaGrange College 1994 — 1999
Biology
University of West London 1997 — 1997
LaGrange High School
LaGrange High School
Cathy Gordon, CPA's 1st Global Experience July 2008 - August 2013
Job Consultant at RGP
Industry Accounting
Experience
RGP February 2014 - Present
64K Asset Management, Inc. August 2013 - February 2014
1st Global July 2008 - August 2013
Aegis Communications Group Inc. July 2006 - May 2008
DynCorp International August 2005 - July 2006
Northrop Grumman December 2003 - August 2005
Signet Armorlite, Inc. June 1994 - February 1999
General Dynamics Corporation August 1988 - June 1994
Skills
Accounting, General Ledger, GAAP, Fixed Assets, Securities, Great Plains Software, SAP, Variance Analysis, Financial Reporting, Property Tax, Process Improvement, Financial Analysis, Treasury Management, Cost Accounting, Accounts Payable, Accounts Receivable, Risk Management, Sales & Use Tax, Lawson General Ledger, 1099 Preparation, Invoice Discounting, Invoice Factoring, Account Reconciliation, Factoring, Strategic Financial..., Sarbanes-Oxley Act, Finance, Management, Leadership
Education
Illinois State University
B.S., Accounting and Business Administration
Clarke College
RGP February 2014 - Present
64K Asset Management, Inc. August 2013 - February 2014
1st Global July 2008 - August 2013
Aegis Communications Group Inc. July 2006 - May 2008
DynCorp International August 2005 - July 2006
Northrop Grumman December 2003 - August 2005
Signet Armorlite, Inc. June 1994 - February 1999
General Dynamics Corporation August 1988 - June 1994
Skills
Accounting, General Ledger, GAAP, Fixed Assets, Securities, Great Plains Software, SAP, Variance Analysis, Financial Reporting, Property Tax, Process Improvement, Financial Analysis, Treasury Management, Cost Accounting, Accounts Payable, Accounts Receivable, Risk Management, Sales & Use Tax, Lawson General Ledger, 1099 Preparation, Invoice Discounting, Invoice Factoring, Account Reconciliation, Factoring, Strategic Financial..., Sarbanes-Oxley Act, Finance, Management, Leadership
Education
Illinois State University
B.S., Accounting and Business Administration
Clarke College
Deke Mooney's 1st Global Experience July 2007 - October 2008
Job Owner Clean Sweep Services, LLC
Industry Consumer Services
Experience
K&D's Clean Sweep Services, LLC October 2008 - Present
1st Global July 2007 - October 2008
Stephens Inc. May 2006 - April 2007
Simmons First National Bank February 1998 - December 2005
Education
University of Arkansas at Little Rock 1999 — 2004
Ouachita Baptist University 1993 — 1994
Business
K&D's Clean Sweep Services, LLC October 2008 - Present
1st Global July 2007 - October 2008
Stephens Inc. May 2006 - April 2007
Simmons First National Bank February 1998 - December 2005
Education
University of Arkansas at Little Rock 1999 — 2004
Ouachita Baptist University 1993 — 1994
Business
Derrick Rector's 1st Global Experience September 2004 - December 2009
Job Experienced Professional
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway June 2011 - Present
1st Global September 2004 - December 2009
Education
Lincoln University 1987 — 1992
BS, Computer Science
BNSF Railway June 2011 - Present
1st Global September 2004 - December 2009
Education
Lincoln University 1987 — 1992
BS, Computer Science
Laura Lea Black Witt, MBA's 1st Global Experience October 2013 - Present
Job Relationship Manager at 1st Global
Industry Financial Services
Experience
1st Global October 2013 - Present
Capital One Investment Services September 2012 - September 2013
AXA Advisors August 2009 - August 2012
Shollmier Fund 2008 - 2009
Tyson Foods June 2007 - 2009
Education
University of Arkansas 2008 — 2009
MBA, Finance
Baylor University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and International Business
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business
1st Global October 2013 - Present
Capital One Investment Services September 2012 - September 2013
AXA Advisors August 2009 - August 2012
Shollmier Fund 2008 - 2009
Tyson Foods June 2007 - 2009
Education
University of Arkansas 2008 — 2009
MBA, Finance
Baylor University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and International Business
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business
Jeff Cantwell's 1st Global Experience September 2006 - Present
Job DBA at 1st Global
Industry Financial Services
Experience
1st Global September 2006 - Present
Hyperion Solutions 2005 - 2006
Bluestreak 1998 - 2003
e2 Communications 1998 - 2003
e2 Software Corporation 1998 - 2003
Skills
Business Intelligence, Microsoft SQL Server, SSIS, SQL, Business Analysis, Requirements Analysis, Process Improvement, Software Development, Team Leadership, Integration, Disaster Recovery, Databases, Visio, Agile Methodologies
Education
Mesa State College 1988 — 1990
Math/Secondary Ed.
Texas Christian University 1980 — 1983
Kinesiology
1st Global September 2006 - Present
Hyperion Solutions 2005 - 2006
Bluestreak 1998 - 2003
e2 Communications 1998 - 2003
e2 Software Corporation 1998 - 2003
Skills
Business Intelligence, Microsoft SQL Server, SSIS, SQL, Business Analysis, Requirements Analysis, Process Improvement, Software Development, Team Leadership, Integration, Disaster Recovery, Databases, Visio, Agile Methodologies
Education
Mesa State College 1988 — 1990
Math/Secondary Ed.
Texas Christian University 1980 — 1983
Kinesiology
Wendy Matheny, CIMA®, MBA's 1st Global Experience June 2010 - Present
Job Regional Director
Industry Financial Services
Experience
1st Global June 2010 - Present
H.I.G. Capital November 2008 - July 2010
Charles Schwab 2004 - 2008
Shula's Steak Houses, LLLP - Corporate 2002 - 2004
Comerxia April 2001 - April 2002
X-Sells/TECHMAR April 2000 - April 2001
Performance Motion Devices 1997 - 2000
L.E. Mason Company 1995 - 1997
Summit Technology 1993 - 1995
Skills
Series 7, Series 66, CIMA®
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst(CIMA®)
University of Massachusetts Lowell 1992 — 1996
MBA, Marketing
Mount Holyoke College 1987 — 1991
B.A., European Studies, French
1st Global June 2010 - Present
H.I.G. Capital November 2008 - July 2010
Charles Schwab 2004 - 2008
Shula's Steak Houses, LLLP - Corporate 2002 - 2004
Comerxia April 2001 - April 2002
X-Sells/TECHMAR April 2000 - April 2001
Performance Motion Devices 1997 - 2000
L.E. Mason Company 1995 - 1997
Summit Technology 1993 - 1995
Skills
Series 7, Series 66, CIMA®
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst(CIMA®)
University of Massachusetts Lowell 1992 — 1996
MBA, Marketing
Mount Holyoke College 1987 — 1991
B.A., European Studies, French
Barnedra Barrett Wesley,MSHS's 1st Global Experience May 2004 - October 2005
Job Program Manager II
Industry Nonprofit Organization Management
Experience
MHMR of Tarrant County January 2010 - Present
Mauney and Associates April 2010 - August 2010
Pace Realty July 2009 - July 2010
Presbyterian Night Shelter April 2009 - December 2009
Boys & Girls Clubs of Hill County February 2007 - August 2008
Boys & Girls Club of Greater Fort Worth May 2006 - February 2007
1st Global May 2004 - October 2005
Sabre GetThere March 1999 - December 2003
American Airlines May 1984 - March 1999
Skills
Training, Leadership Development, Leadership, Management, Public Relations, Program Management, Research, Budgets, Customer Service, Mental Health, Grants, Newsletters, Teaching, Policy, Psychology, Access, Sales, Quality Assurance, Program Development, Nonprofits, Fundraising, Community Outreach
Education
Capella University 2006 — 2008
M.S., Human Services
Texas Wesleyan University 1980 — 1983
B.S., Psychology
MHMR of Tarrant County January 2010 - Present
Mauney and Associates April 2010 - August 2010
Pace Realty July 2009 - July 2010
Presbyterian Night Shelter April 2009 - December 2009
Boys & Girls Clubs of Hill County February 2007 - August 2008
Boys & Girls Club of Greater Fort Worth May 2006 - February 2007
1st Global May 2004 - October 2005
Sabre GetThere March 1999 - December 2003
American Airlines May 1984 - March 1999
Skills
Training, Leadership Development, Leadership, Management, Public Relations, Program Management, Research, Budgets, Customer Service, Mental Health, Grants, Newsletters, Teaching, Policy, Psychology, Access, Sales, Quality Assurance, Program Development, Nonprofits, Fundraising, Community Outreach
Education
Capella University 2006 — 2008
M.S., Human Services
Texas Wesleyan University 1980 — 1983
B.S., Psychology
Paul Wich's 1st Global Experience May 2013 - September 2014
Job Enterprise IT Project Manager
Industry Information Technology and Services
Experience
Elevate.com September 2014 - Present
1st Global May 2013 - September 2014
1st Global February 2010 - May 2013
Penson Financial Services September 2008 - September 2010
1st Global Inc. March 2000 - September 2008
Fidelity Investments November 1999 - March 2000
Fidelity Investments May 1997 - November 1999
Fidelity Investments October 1995 - May 1997
Fidelity Investments December 1993 - July 1994
R.T.O. Rents May 1992 - November 1993
Skills
PMO, Insurance, Negotiation, PMP, Securities, Financial Services, Agile Methodologies, Portfolio Management, Process Improvement, Risk Management, Project Management, Change Management, Vendor Management, Strategic Planning, Team Building, Project Portfolio..., Requirements Analysis, SDLC, Business Strategy, Program Management, Cross-functional Team..., Management, Strategy
Education
University of Kentucky 1988 — 1992
B.B.A, Finance and Management (double major)
College for Financial Planning
M.S. Personal Financial Planning, Personal Financial Planning
Elevate.com September 2014 - Present
1st Global May 2013 - September 2014
1st Global February 2010 - May 2013
Penson Financial Services September 2008 - September 2010
1st Global Inc. March 2000 - September 2008
Fidelity Investments November 1999 - March 2000
Fidelity Investments May 1997 - November 1999
Fidelity Investments October 1995 - May 1997
Fidelity Investments December 1993 - July 1994
R.T.O. Rents May 1992 - November 1993
Skills
PMO, Insurance, Negotiation, PMP, Securities, Financial Services, Agile Methodologies, Portfolio Management, Process Improvement, Risk Management, Project Management, Change Management, Vendor Management, Strategic Planning, Team Building, Project Portfolio..., Requirements Analysis, SDLC, Business Strategy, Program Management, Cross-functional Team..., Management, Strategy
Education
University of Kentucky 1988 — 1992
B.B.A, Finance and Management (double major)
College for Financial Planning
M.S. Personal Financial Planning, Personal Financial Planning
Kay McGee's 1st Global Experience July 2006 - July 2013
Job Human Resources Manager
Industry Financial Services
Experience
Wealth Management Services Provider January 2014 - Present
ViewPoint Bank July 2013 - January 2014
1st Global July 2006 - July 2013
ViewPoint Bank June 1997 - February 2005
Sidlinger March 1992 - June 1997
Skills
Employee Benefits, Benefits Administration, HRIS, Multi-state Payroll, SuccessFactors, Ceridian, Paycom, Employee Relations, Applicant Tracking..., Time Management, Onboarding, Human Resources, New Hire Orientations, FMLA, Multi-State Sales Tax, 401k, 401k Rollovers, COBRA, HR Policies, Legal Compliance, Payroll, Payroll Analysis, PeopleSoft, Performance Management, Customer Service, Management, ADP Payroll, Employee Training, Interviews
Education
Brookhaven Community College 1988 — 1990
Nursing - Arts and Science
Wealth Management Services Provider January 2014 - Present
ViewPoint Bank July 2013 - January 2014
1st Global July 2006 - July 2013
ViewPoint Bank June 1997 - February 2005
Sidlinger March 1992 - June 1997
Skills
Employee Benefits, Benefits Administration, HRIS, Multi-state Payroll, SuccessFactors, Ceridian, Paycom, Employee Relations, Applicant Tracking..., Time Management, Onboarding, Human Resources, New Hire Orientations, FMLA, Multi-State Sales Tax, 401k, 401k Rollovers, COBRA, HR Policies, Legal Compliance, Payroll, Payroll Analysis, PeopleSoft, Performance Management, Customer Service, Management, ADP Payroll, Employee Training, Interviews
Education
Brookhaven Community College 1988 — 1990
Nursing - Arts and Science
Barnedra Wesley's 1st Global Experience May 2005 - October 2005
Job Quality Specialist at MHMR of Tarrant County
Industry Nonprofit Organization Management
Experience
MHMR of Tarrant County January 2010 - Present
MHMR of Tarrant County 2010 - Present
Pace Property Solutions July 2009 - January 2010
Presbyterian Night Shelter April 2009 - January 2010
Boys & Girls Club of Hillsboro February 2007 - August 2008
Boys & Girls Club of Fort Worth 2006 - 2007
1st Global May 2005 - October 2005
Sabre/GetThere March 1999 - December 2003
American Airlines May 1984 - March 1999
Education
Capella University 2006 — 2008
M.S., Human Services, Management of Nonprofit Agency
Texas Wesleyan University 1979 — 1983
B.S., Psychology
MHMR of Tarrant County January 2010 - Present
MHMR of Tarrant County 2010 - Present
Pace Property Solutions July 2009 - January 2010
Presbyterian Night Shelter April 2009 - January 2010
Boys & Girls Club of Hillsboro February 2007 - August 2008
Boys & Girls Club of Fort Worth 2006 - 2007
1st Global May 2005 - October 2005
Sabre/GetThere March 1999 - December 2003
American Airlines May 1984 - March 1999
Education
Capella University 2006 — 2008
M.S., Human Services, Management of Nonprofit Agency
Texas Wesleyan University 1979 — 1983
B.S., Psychology
Marisa Toperzer's 1st Global Experience April 2001 - April 2014
Job None
Industry Financial Services
Experience
none March 2015 - May 2015
Northwestern Mutual April 2014 - June 2014
1st Global April 2001 - April 2014
1st Global 2001 - 2014
Skills
Securities, Retirement, Mutual Funds, Retirement Planning, Equities, Options, Financial Services, Financial Advisory, FINRA, Series 6
Education
Richland College
Richland Community College
none March 2015 - May 2015
Northwestern Mutual April 2014 - June 2014
1st Global April 2001 - April 2014
1st Global 2001 - 2014
Skills
Securities, Retirement, Mutual Funds, Retirement Planning, Equities, Options, Financial Services, Financial Advisory, FINRA, Series 6
Education
Richland College
Richland Community College
Robert Crain's 1st Global Experience August 2011 - July 2013
Job Risk Management Director
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation July 2013 - Present
1st Global August 2011 - July 2013
Rivermark Research LLC January 2011 - August 2011
Penson Financial Services January 2007 - October 2010
Skills
Series 24, Series 7, Risk Management, Derivatives, Market Research, Alternative Investments, Analysis, Equities, Asset Managment, Trading, Investments, Portfolio Management, Options, Fixed Income, Financial Risk, Financial Analysis, Hedge Funds, Capital Markets, Bloomberg, Securities, Credit Risk, Due Diligence, Series 66
Education
Dallas Baptist University 2005 — 2008
MBA, Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance, Real Estate
The Depository Trust & Clearing Corporation July 2013 - Present
1st Global August 2011 - July 2013
Rivermark Research LLC January 2011 - August 2011
Penson Financial Services January 2007 - October 2010
Skills
Series 24, Series 7, Risk Management, Derivatives, Market Research, Alternative Investments, Analysis, Equities, Asset Managment, Trading, Investments, Portfolio Management, Options, Fixed Income, Financial Risk, Financial Analysis, Hedge Funds, Capital Markets, Bloomberg, Securities, Credit Risk, Due Diligence, Series 66
Education
Dallas Baptist University 2005 — 2008
MBA, Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance, Real Estate
Kurt Restine's 1st Global Experience March 2006 - February 2009
Job Co Founder CFO at Teach me How To LLC
Industry Accounting
Experience
Teach me How To LLC February 2015 - Present
Vision 2025 2011 - Present
DCS Associates January 2010 - Present
1st Global March 2006 - February 2009
LPL Financial 2001 - 2005
FSC 2000 - 2002
Skills
Asset, Business Planning, Negotiation, Sales, New Business Development, Management, Business Development, Financial Services, Investments, Wealth Management, Finance, Business Strategy, Strategic Planning, Account Management, Recruiting, Solution Selling, Time Management, Leadership, Financial Advisory, Accounting, Sales Operations, Consulting, Securities
Education
Furman University 2009 — 2012
Accounting and Finance
West Texas A&M University 1991 — 1995
BGS, Business, Telecommunications and Marketing
Teach me How To LLC February 2015 - Present
Vision 2025 2011 - Present
DCS Associates January 2010 - Present
1st Global March 2006 - February 2009
LPL Financial 2001 - 2005
FSC 2000 - 2002
Skills
Asset, Business Planning, Negotiation, Sales, New Business Development, Management, Business Development, Financial Services, Investments, Wealth Management, Finance, Business Strategy, Strategic Planning, Account Management, Recruiting, Solution Selling, Time Management, Leadership, Financial Advisory, Accounting, Sales Operations, Consulting, Securities
Education
Furman University 2009 — 2012
Accounting and Finance
West Texas A&M University 1991 — 1995
BGS, Business, Telecommunications and Marketing
Brent Honea, J.D.- M.B.A.'s 1st Global Experience August 2009 - March 2011
Job Attorney At Law at Barth Calderon Attorneys, LLP.
Industry Financial Services
Experience
Barth Calderon Attorneys, LLP. November 2013 - Present
Law Student - Western State Univ. College of Law August 2009 - June 2013
RJL Wealth Management June 2012 - January 2013
1st Global August 2009 - March 2011
Fidelity Investments January 2007 - February 2009
ADP Clearing January 2006 - December 2006
National Financial Services Group April 2001 - July 2005
Wedbush Securities 1998 - 2001
American Savings Bank 1990 - 1993
American Savings Bank 1990 - 1993
Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...
Education
Western State University College of Law 2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law
California State Polytechnic University-Pomona 1997 — 1998
MBA, Finance, Finance
Barth Calderon Attorneys, LLP. November 2013 - Present
Law Student - Western State Univ. College of Law August 2009 - June 2013
RJL Wealth Management June 2012 - January 2013
1st Global August 2009 - March 2011
Fidelity Investments January 2007 - February 2009
ADP Clearing January 2006 - December 2006
National Financial Services Group April 2001 - July 2005
Wedbush Securities 1998 - 2001
American Savings Bank 1990 - 1993
American Savings Bank 1990 - 1993
Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...
Education
Western State University College of Law 2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law
California State Polytechnic University-Pomona 1997 — 1998
MBA, Finance, Finance
Ann-Michel Kissler's 1st Global Experience March 1998 - March 2002
Job Owner at Kreativity Inc.
Industry Marketing and Advertising
Experience
Kreativity January 2005 - Present
The Learning Care Group March 2002 - November 2004
1st Global March 1998 - March 2002
Education
University of North Texas 1994 — 1996
MJ, Journalism/PR
Baylor University 1990 — 1994
BA, Journalism/PR
Kreativity January 2005 - Present
The Learning Care Group March 2002 - November 2004
1st Global March 1998 - March 2002
Education
University of North Texas 1994 — 1996
MJ, Journalism/PR
Baylor University 1990 — 1994
BA, Journalism/PR
Arthur Apodaca's 1st Global Experience July 2005 - June 2010
Job Performance Analyst at First Rate, Inc
Industry Information Technology and Services
Experience
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
First Rate, Inc May 2013 - Present
Robert W. Baird & Co. June 2010 - May 2013
1st Global July 2005 - June 2010
Union Bank of California May 2001 - July 2004
Bank One June 1996 - February 2001
Skills
Investment Management, Series 7, Performance Attribution, Performance Measurement, Investment Advisory, Asset Allocation, Portfolio Performance..., Series 24, Uniform Combined State..., GIPS, Institutional Equity..., Equity Trading, Series 66, Thompson One, Institutional..., Investment Performance, SMA, Unified Managed Accounts, Security APL, SQL, Equities, Investments, Mutual Funds, Portfolio Management
Education
Southern Methodist University 1992 — 1996
Bachelor of Science with Financial Applications (B.S.F.A)
Derek Wilkes's 1st Global Experience January 2008 - March 2010
Job Administrative Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Williams Financial Group 2014 - June 2015
Williams Financial Group March 2010 - January 2014
1st Global January 2008 - March 2010
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Kansas State University 2003 — 2007
Finance, Economics
Merrill Lynch June 2015 - Present
Williams Financial Group 2014 - June 2015
Williams Financial Group March 2010 - January 2014
1st Global January 2008 - March 2010
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Kansas State University 2003 — 2007
Finance, Economics
Trent Lujin's 1st Global Experience September 2000 - Present
Job Director of Internal Support BMS at 1st Global
Industry Financial Services
Experience
1st Global September 2000 - Present
Skills
Series 24
Education
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
1st Global September 2000 - Present
Skills
Series 24
Education
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
Matt Redfearn's 1st Global Experience June 2005 - February 2014
Job CEO Redfearn Technologies
Industry Information Technology and Services
Experience
1st Global June 2005 - February 2014
stone support 2003 - 2005
stone holdings 2003 - 2005
bluebonnet savings 2003 - 2005
alcatel 2000 - 2003
quantum technology solutions 1995 - 2000
Skills
Active Directory, Business Analysis, Cloud Computing, Data Center, Disaster Recovery, Integration, Microsoft SQL Server, Process Improvement, Project Management, Requirements Analysis, Risk Management, SDLC, SQL, Software Development, Team Leadership, Vendor Management, Virtualization, Windows Server
Education
Howard Payne University 1990 — 1993
Physical Education/ Biology
1st Global June 2005 - February 2014
stone support 2003 - 2005
stone holdings 2003 - 2005
bluebonnet savings 2003 - 2005
alcatel 2000 - 2003
quantum technology solutions 1995 - 2000
Skills
Active Directory, Business Analysis, Cloud Computing, Data Center, Disaster Recovery, Integration, Microsoft SQL Server, Process Improvement, Project Management, Requirements Analysis, Risk Management, SDLC, SQL, Software Development, Team Leadership, Vendor Management, Virtualization, Windows Server
Education
Howard Payne University 1990 — 1993
Physical Education/ Biology
Ira Rick Richardson's 1st Global Experience January 2007 - January 2009
Job VeteranOwned Business, Philanthropist, Behavior Coach, Insurance Agent, Fundraiser
Industry Philanthropy
Experience
Richardson Brothers LLC June 1990 - Present
Elliott & Painter Wealthcare Advisors January 2009 - October 2011
1st Global January 2007 - January 2009
State Farm Insurance Agency January 2006 - January 2007
Banc of America Investment Services (BAI) November 2002 - January 2006
Merrill Lynch November 1999 - November 2002
Skills
Finance, Management, Fundraising, Real Estate, Military Operations, Training, Philanthropy, Veterans Benefits, Nonprofits, Leadership, Tax, Health Insurance, Special Needs Trusts, Business Tax Planning, Charitable Remainder..., Employee Benefits, Leadership Development, Organizational..., group health insurance, distressed real estate, 501c3 operations, commercial property &..., Small Business, Asset Management, Disability Insurance, Term Life Insurance, Risk Management, Strategic Planning, Life Insurance, Insurance, Strategic Financial...
Education
US Army Command & General Staff College (CGSC) 1994 — 1995
MS, Military Sciences
Louisiana State University and Agricultural and Mechanical College
BS, MS, Finance and Math
Richardson Brothers LLC June 1990 - Present
Elliott & Painter Wealthcare Advisors January 2009 - October 2011
1st Global January 2007 - January 2009
State Farm Insurance Agency January 2006 - January 2007
Banc of America Investment Services (BAI) November 2002 - January 2006
Merrill Lynch November 1999 - November 2002
Skills
Finance, Management, Fundraising, Real Estate, Military Operations, Training, Philanthropy, Veterans Benefits, Nonprofits, Leadership, Tax, Health Insurance, Special Needs Trusts, Business Tax Planning, Charitable Remainder..., Employee Benefits, Leadership Development, Organizational..., group health insurance, distressed real estate, 501c3 operations, commercial property &..., Small Business, Asset Management, Disability Insurance, Term Life Insurance, Risk Management, Strategic Planning, Life Insurance, Insurance, Strategic Financial...
Education
US Army Command & General Staff College (CGSC) 1994 — 1995
MS, Military Sciences
Louisiana State University and Agricultural and Mechanical College
BS, MS, Finance and Math
Jeremiah MacNamara's 1st Global Experience March 2010 - August 2010
Job Associate, Banker at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan August 2010 - June 2013
1st Global March 2010 - August 2010
USAA February 2009 - March 2010
New York Life Insurance Company February 2007 - September 2008
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Strasbourg 2005 — 2005
International Business Certificate - EU Integration and International Finance, International Finance
J.P. Morgan January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan August 2010 - June 2013
1st Global March 2010 - August 2010
USAA February 2009 - March 2010
New York Life Insurance Company February 2007 - September 2008
Education
Texas A&M University - Mays Business School 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Strasbourg 2005 — 2005
International Business Certificate - EU Integration and International Finance, International Finance
Diana Summerford's 1st Global Experience September 2006 - September 2008
Job Volunteer and Board Member at Tucson Moms
Industry Public Relations and Communications
Experience
Tucson Moms June 2009 - November 2011
1st Global September 2006 - September 2008
Skills
Press Releases, Marketing, Advertising, Editing, Community Outreach, Email Marketing, Leadership, Corporate Communications, Newsletters, Event Planning, Public Relations, Nonprofits
Education
Lindenwood University 2005 — 2006
MA in Communications, Public Relations
University of Texas at Arlington 2001 — 2002
BA Communications, Public Relations
Tucson Moms June 2009 - November 2011
1st Global September 2006 - September 2008
Skills
Press Releases, Marketing, Advertising, Editing, Community Outreach, Email Marketing, Leadership, Corporate Communications, Newsletters, Event Planning, Public Relations, Nonprofits
Education
Lindenwood University 2005 — 2006
MA in Communications, Public Relations
University of Texas at Arlington 2001 — 2002
BA Communications, Public Relations
Hans yves marius Ncho's 1st Global Experience May 2013 - Present
Job New Accounts Specialist at 1st Global
Industry Financial Services
Experience
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
1st Global May 2013 - Present
Fidelity Investments September 2012 - May 2013
Chartwells (Higher Education Division) August 2008 - September 2012
Morgan Stanley 2011 - 2011
Skills
Finance, Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Banking, SAP, Access, QuickBooks, Forecasting, Time Management, Analysis, Business Strategy, Microsoft Office, Budgets, Cash Management, Accounts Payable, Customer Service, Microsoft Word, PowerPoint, Teamwork, Outlook, Team Leadership, Management, Account Reconciliation, Microsoft Excel, Inventory Management, Mutual Funds, US GAAP, Vlookup, Equities, PLC Programming, Energy Technology, Energy Industry, Petroleum, Electricity
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Accounting and information Systems
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Finance
Collin County Community College 2008 — 2010
Business Administration and Management, General, Dean's List Fall 2008
Group pigier
Brevet de Technicien Superieur, Accounting and Finance
Jim Martin, QKA, QPA's 1st Global Experience May 2009 - January 2012
Job Service Delivery Manager
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
1st Global May 2009 - January 2012
Quail Ridge Construction Company, Inc June 2005 - May 2009
Self - Employed October 2003 - June 2006
MGKS 2004 - 2005
CBS Payroll / Intuit Payroll January 2001 - October 2003
TRI-AD December 1999 - September 2000
Universal Pensions, Inc April 1994 - February 1999
Tempe Union High School District January 1992 - January 1994
Education
Arizona State University 1988 — 1992
B.A.E, Education, Mathematics
Fidelity Investments December 2011 - Present
1st Global May 2009 - January 2012
Quail Ridge Construction Company, Inc June 2005 - May 2009
Self - Employed October 2003 - June 2006
MGKS 2004 - 2005
CBS Payroll / Intuit Payroll January 2001 - October 2003
TRI-AD December 1999 - September 2000
Universal Pensions, Inc April 1994 - February 1999
Tempe Union High School District January 1992 - January 1994
Education
Arizona State University 1988 — 1992
B.A.E, Education, Mathematics
Kae Wagner's 1st Global Experience January 2009 - July 2009
Job Support Professional with Strong Software and Accounting Experience
Industry Accounting
Experience
Jewish Federation of Greater Dallas December 2009 - June 2010
1st Global January 2009 - July 2009
Stratmark November 2006 - September 2008
RamQuest Software, Inc. May 2005 - September 2006
Washington Alarm April 2003 - March 2005
Skills
Outlook, Customer Service, General Ledger, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, Invoicing, Databases, QuickBooks, PeopleSoft, Microsoft Excel, Journal Entries, Microsoft Office, Microsoft Dynamics GP, Fixed Assets, Cash Flow
Education
University of Phoenix 2008 — 2013
Business Management
Seattle Central College
Jewish Federation of Greater Dallas December 2009 - June 2010
1st Global January 2009 - July 2009
Stratmark November 2006 - September 2008
RamQuest Software, Inc. May 2005 - September 2006
Washington Alarm April 2003 - March 2005
Skills
Outlook, Customer Service, General Ledger, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, Invoicing, Databases, QuickBooks, PeopleSoft, Microsoft Excel, Journal Entries, Microsoft Office, Microsoft Dynamics GP, Fixed Assets, Cash Flow
Education
University of Phoenix 2008 — 2013
Business Management
Seattle Central College
Ashley Cross's 1st Global Experience July 2011 - December 2012
Job Senior Compliance Officer at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group September 2015 - Present
Williams Financial Group May 2013 - September 2015
Blue River Partners, LLC January 2013 - May 2013
1st Global July 2011 - December 2012
1st Global October 2008 - July 2011
1st Global October 2006 - October 2008
1st Global January 2005 - October 2008
1st Global January 2004 - January 2005
1st Global September 2003 - January 2004
1st Global May 2003 - September 2003
Skills
Series 7, FINRA, Due Diligence, Financial Services, Research, Series 24, Securities Regulation, Surveillance, FINRA advertising review, Compliance, Team Leadership, Teamwork, Supervision, Internal Audit, Regulatory Filings, Regulatory Risk, Legal Compliance, Series 66
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
SMU 2012 — 2013
SMU Paralegal Studies Certificate, Paralegal Studies
Williams Financial Group September 2015 - Present
Williams Financial Group May 2013 - September 2015
Blue River Partners, LLC January 2013 - May 2013
1st Global July 2011 - December 2012
1st Global October 2008 - July 2011
1st Global October 2006 - October 2008
1st Global January 2005 - October 2008
1st Global January 2004 - January 2005
1st Global September 2003 - January 2004
1st Global May 2003 - September 2003
Skills
Series 7, FINRA, Due Diligence, Financial Services, Research, Series 24, Securities Regulation, Surveillance, FINRA advertising review, Compliance, Team Leadership, Teamwork, Supervision, Internal Audit, Regulatory Filings, Regulatory Risk, Legal Compliance, Series 66
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
SMU 2012 — 2013
SMU Paralegal Studies Certificate, Paralegal Studies
Rodger Fagerburg's 1st Global Experience 2012 - 2012
Job ManagerTax & Accounting Services at Citadel Professional Services
Industry Accounting
Experience
Citadel Professional Services January 2008 - Present
1st Global 2012 - 2012
1st Global 2012 - 2012
Clark L. Tomlin Company January 1990 - December 2007
Skills
Accounting, CPA, Financial Reporting, Tax, Auditing, Internal Controls, GAAP, Financial Accounting, Financial Analysis, General Ledger
Education
Kennesaw State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Citadel Professional Services January 2008 - Present
1st Global 2012 - 2012
1st Global 2012 - 2012
Clark L. Tomlin Company January 1990 - December 2007
Skills
Accounting, CPA, Financial Reporting, Tax, Auditing, Internal Controls, GAAP, Financial Accounting, Financial Analysis, General Ledger
Education
Kennesaw State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Ali Fawaz, AIF®, CRPC®'s 1st Global Experience January 2015 - Present
Job Senior Retriement Plan & ERISA Consultant at 1st Global
Industry Financial Services
Experience
1st Global January 2015 - Present
Great-West Financial November 2012 - December 2014
Smith Anglin Financial March 2012 - December 2012
Pinnacle Financial Services October 2007 - March 2012
North Star Insurance October 2001 - August 2007
Consortium Investments December 1998 - October 2001
Skills
401k, Employee Benefits, Series 6, Defined Contribution, Investments, ERISA, Insurance, Non-Qualified Deferred..., Mutual Funds, Leadership, Series 63, Retirement Planning, Retirement
Education
Baylor University 1995 — 1998
MIJ, Journalism
Baylor University 1991 — 1995
BA, Political Science & Philosophy
Hillcrest 1985 — 1990
High School Diploma
1st Global January 2015 - Present
Great-West Financial November 2012 - December 2014
Smith Anglin Financial March 2012 - December 2012
Pinnacle Financial Services October 2007 - March 2012
North Star Insurance October 2001 - August 2007
Consortium Investments December 1998 - October 2001
Skills
401k, Employee Benefits, Series 6, Defined Contribution, Investments, ERISA, Insurance, Non-Qualified Deferred..., Mutual Funds, Leadership, Series 63, Retirement Planning, Retirement
Education
Baylor University 1995 — 1998
MIJ, Journalism
Baylor University 1991 — 1995
BA, Political Science & Philosophy
Hillcrest 1985 — 1990
High School Diploma
Kathy Moreland's 1st Global Experience May 2004 - Present
Job Commission Specialist at 1st Global
Industry Financial Services
Experience
1st Global May 2004 - Present
Education
Ashford University 2008 — 2010
Bachelor of Arts, Social Science
1st Global May 2004 - Present
Education
Ashford University 2008 — 2010
Bachelor of Arts, Social Science
Diane Gillas's 1st Global Experience September 2012 - Present
Job Executive Administrative Assistant at 1st Global
Industry Financial Services
Experience
1st Global September 2012 - Present
CNL Commercial Real Estate August 2010 - September 2012
High Profile, Inc. June 2009 - August 2010
The Staubach Company August 2000 - September 2008
NFL Alumni Dallas Chapter 1980 - 2006
The Brae Group June 1998 - March 2000
LAI Worldwide October 1996 - March 1998
pc Corporate Management Group 1987 - 1996
Skills
•Proficiency in..., •Demonstrated skill in..., •Complex scheduling..., •Preparation and..., •Professional..., •Event and meeting..., •Compose and prepare..., •Establish, organize..., •Quality control,..., Marketing, Time Management, Teamwork, Leadership, Outlook, Public Relations, Advertising, Human Resources, Microsoft Excel
Education
Clark College
Associate's degree, Business/Secretarial Science
1st Global September 2012 - Present
CNL Commercial Real Estate August 2010 - September 2012
High Profile, Inc. June 2009 - August 2010
The Staubach Company August 2000 - September 2008
NFL Alumni Dallas Chapter 1980 - 2006
The Brae Group June 1998 - March 2000
LAI Worldwide October 1996 - March 1998
pc Corporate Management Group 1987 - 1996
Skills
•Proficiency in..., •Demonstrated skill in..., •Complex scheduling..., •Preparation and..., •Professional..., •Event and meeting..., •Compose and prepare..., •Establish, organize..., •Quality control,..., Marketing, Time Management, Teamwork, Leadership, Outlook, Public Relations, Advertising, Human Resources, Microsoft Excel
Education
Clark College
Associate's degree, Business/Secretarial Science
Samba Njie's 1st Global Experience April 2014 - Present
Job Director of Client Services at 1st Global Research and Consulting
Industry Financial Services
Experience
1st Global April 2014 - Present
1st Global November 2007 - April 2014
Highline Data March 2006 - May 2007
IXIS Asset Management September 2000 - March 2006
Royal Sonsesta 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Financial Analysis, Project Management
Education
Harvard University 1999 — 2001
Graduate Certificate in Management & Administration, Business/Commerce, General
Framingham State College 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University College of Cape Breton 1990 — 1995
Bachelor of Business Administration (BBA), Business/Commerce, General
SAHS
1st Global April 2014 - Present
1st Global November 2007 - April 2014
Highline Data March 2006 - May 2007
IXIS Asset Management September 2000 - March 2006
Royal Sonsesta 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Financial Analysis, Project Management
Education
Harvard University 1999 — 2001
Graduate Certificate in Management & Administration, Business/Commerce, General
Framingham State College 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University College of Cape Breton 1990 — 1995
Bachelor of Business Administration (BBA), Business/Commerce, General
SAHS
Tony Eickhoff's 1st Global Experience May 2012 - May 2014
Job Director, Sales Supervision & Financial Plans at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services April 2015 - Present
First Command Financial Services May 2014 - April 2015
1st Global May 2012 - May 2014
Concorde September 2010 - May 2012
T.N.T. Industrial Solutions June 2010 - September 2011
Concorde April 2006 - September 2010
Skills
Series 7, Series 24, Alternative Investments, Due Diligence, Compliance, Private Placements, Securities Regulation, Securities, Finance, Investments, Series 63, Financial Advisory, Investment Strategies, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Master of Business Administration (MBA)
Walsh College of Accountancy and Business Administration 2010 — 2013
Master of Science (MS), Finance, General
Oakland University 2002 — 2006
Bachelor of Science (BS), Finance, General
Flushing
First Command Financial Services April 2015 - Present
First Command Financial Services May 2014 - April 2015
1st Global May 2012 - May 2014
Concorde September 2010 - May 2012
T.N.T. Industrial Solutions June 2010 - September 2011
Concorde April 2006 - September 2010
Skills
Series 7, Series 24, Alternative Investments, Due Diligence, Compliance, Private Placements, Securities Regulation, Securities, Finance, Investments, Series 63, Financial Advisory, Investment Strategies, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Master of Business Administration (MBA)
Walsh College of Accountancy and Business Administration 2010 — 2013
Master of Science (MS), Finance, General
Oakland University 2002 — 2006
Bachelor of Science (BS), Finance, General
Flushing
Amy Baird's 1st Global Experience September 2013 - May 2014
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
1st Global September 2013 - May 2014
1st Global February 2011 - September 2013
Bank of America October 2007 - November 2010
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 4, FINRA Series 65, FINRA Series 63, General Insurance, CAMS, Securities, FINRA, Series 7, Financial Services
Education
Widener University School of Law 1995 — 1998
Doctor of Law (J.D.)
Lenoir-Rhyne University 1991 — 1994
Bachelor of Arts (B.A.), French Language and Literature
LPL Financial May 2014 - Present
1st Global September 2013 - May 2014
1st Global February 2011 - September 2013
Bank of America October 2007 - November 2010
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 4, FINRA Series 65, FINRA Series 63, General Insurance, CAMS, Securities, FINRA, Series 7, Financial Services
Education
Widener University School of Law 1995 — 1998
Doctor of Law (J.D.)
Lenoir-Rhyne University 1991 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY