1st Global

Industry: Company

Description

Founded: 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

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1st Global Employees

Employee
Years
Job
Industry
Natalie Merrill Natalie Merrill Dallas, Texas Details
Natalie Merrill's 1st Global Experience July 2015 - Present
Job Writer
Industry Writing and Editing
Experience
1st Global   July 2015 - Present
Hope for Women Magazine  May 2014 - August 2015
Frisco ISD  July 2008 - June 2015
ESPN  May 2007 - September 2011

Skills
Creative Writing, Copy Editing, Journalism, Writing, Blogging, Storytelling, Editing, Social Media, Social Networking, Public Speaking

Education
Southern Methodist University
Master of Arts (MA), Communication and Media Studies

Southern Methodist University
Bachelor of Arts (BA), Journalism

Idell L. Johnson, MBA Idell L. Johnson, MBA Houston, Texas Area Details
Idell L. Johnson, MBA's 1st Global Experience August 2005 - September 2006
Job Corporate Trust Associate Client Services Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2015 - Present
GEMSA Loan Services  December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston   July 2009 - August 2014
JP Morgan  January 2007 - June 2009
1st Global   August 2005 - September 2006
Invesco US  August 1999 - July 2005

Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation

Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General

Texas Southern University
Bachelor's Degree, Finance

Shawn Baxter, CAMS Shawn Baxter, CAMS Dallas/Fort Worth Area Details
Shawn Baxter, CAMS's 1st Global Experience July 2004 - Present
Job Manager, Centralized Compliance Controls at 1st Global
Industry Financial Services
Experience
1st Global   July 2004 - Present
1st Global   July 2002 - July 2004
Fidelity Investments  January 2000 - May 2002

Skills
Series 7, Series 66, Series 24, Series 53, CAMS, FINRA, Licensed Life & Health..., Investment Advisor..., Broker-Dealer Compliance, Series 63, Securities, Investments, Financial Services, Mutual Funds, Risk Management, Trading, Anti Money Laundering

Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA), Marketing

Samantha Bunyan Samantha Bunyan Dallas/Fort Worth Area Details
Samantha Bunyan's 1st Global Experience May 2012 - Present
Job Meeting and Event Planner at 1st Global
Industry Financial Services
Experience
1st Global   May 2012 - Present
1st Global   May 2012 - Present
ZAK Products  August 2010 - May 2012
Eventure Events   August 2007 - December 2009
Moonshine Marketing   May 2006 - August 2006

Skills
Meeting Planning, Corporate Events, Event Planning, Strategic Planning, Event Management, Marketing, Sales, Sponsorship, Fundraising, Budgets, Email Marketing, Leadership, Outlook

Education
St. Lawrence University   2003 — 2007
Bachelor of Arts, Sociology

Joel Kosovsky, CPA/PFS, CFP Joel Kosovsky, CPA/PFS, CFP Hartford, Connecticut Area Details
Joel Kosovsky, CPA/PFS, CFP's 1st Global Experience 1997 - Present
Job Managing Member, Kosovsky and Company, CPA & Consultants, LLC , offices in Ct and FL
Industry Financial Services
Experience
Horizon Financial Advisors, LLC   1997 - Present
1st Global   1997 - Present
Kosovsky and Company, CPA & Consultants, LLC West Hartford, Ct & West Palm Beach, FL   1986 - Present
CPASnet.com   1997 - 2014

Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Securities, Insurance, Investments, Tax, 401k, Asset Management, Mutual Funds, Business Planning, Accounting, Investment Advisory, Series 7, Retirement, Alternative Investments, Insurance Planning, Financial Advisory, Strategic Financial...

Education
The University of Connecticut School of Business   1975 — 1979
BS, Accounting

Lori Assunto Lori Assunto Dallas/Fort Worth Area Details
Lori Assunto's 1st Global Experience December 2014 - Present
Job Supervisory Principal
Industry Financial Services
Experience
1st Global   December 2014 - Present
1st Global   July 2013 - December 2014
1st Global   May 2012 - July 2013
Penson Financial Services  2008 - 2012
Penson Financial Services  2001 - 2008
Penson Financial Services  1999 - 2001
Penson Financial Services  1997 - 1999
Penson Financial Services  1995 - 1997

Skills
Reconciliations, Equities, Securities, Financial Analysis, SOX, Risk Management, Operational Risk, Risk Mitigation, Margin Analysis, Series 7, Series 24, Hedge Funds, Financial Services, Portfolio Management, Sarbanes-Oxley Act, Options, Account Reconciliation

Education
University of North Texas   1991 — 1993
Bachelor of Science (B.S.), Accounting

The University of Texas at Arlington   1989 — 1991
Accounting

Katie Howe Katie Howe Dallas, Texas Details
Katie Howe's 1st Global Experience June 2014 - August 2015
Job Internal Communications Specialist at 7Eleven
Industry Public Relations and Communications
Experience
7-Eleven  August 2015 - Present
1st Global   June 2014 - August 2015
Walmart  January 2013 - May 2014
Walmart  March 2012 - January 2013
United States Senate  July 2011 - August 2011

Skills
Public Relations, Social Media, Recruiting, Microsoft Office, Press Releases, Event Management, Community Outreach, Research, Adobe Creative Suite, Blogging, Social Networking, Marketing, Media Relations, Politics, Project Management, Corporate Communications, P&L Management, Stakeholder Engagement, Department Budgeting, P&L Budget Management, NGOs, Strategic Communications, AP Style, Newsletters

Education
University of Arkansas at Fayetteville   2008 — 2012
Bachelor of Arts (BA), Journalism - Advertising and Public Relations, Minor in Marketing

Klay Beavert, CPA Klay Beavert, CPA Dallas/Fort Worth Area Details
Klay Beavert, CPA's 1st Global Experience October 2005 - February 2008
Job Tax Partner at Carrell and Company, LLC
Industry Accounting
Experience
Carrell and Company, LLC   January 2014 - Present
Wingspan Portfolio Advisors  April 2013 - January 2014
Empire Petroleum Partners (fka Quik Way Group)   April 2008 - December 2012
1st Global   October 2005 - February 2008
Hill Development   August 2002 - October 2005
AXA Advisors  January 2002 - July 2002
Wachovia Securities  November 1999 - December 2001
PayVision  October 1998 - November 1999
Lane Gorman Trubitt   February 1997 - October 1998
Vink Teague   August 1995 - February 1997

Skills
Internal Controls, Cash Management, Budgets, Cash Flow, Accounting System, Income Statement, Account Management, Strategic Financial..., Financial Analysis, Financial Reporting, Series 7, Accounting, Financial Accounting, Investments, Insurance, Forecasting, Private Equity, Human Resources

Education
Texas Tech University - Rawls College of Business   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Dallas Christian

Courtney Tauer Courtney Tauer Montgomery, Texas Details
Courtney Tauer's 1st Global Experience November 2001 - June 2005
Job Director of Customer Service at Education Resource Group
Industry Education Management
Experience
Education Resource Group   June 2005 - Present
1st Global   November 2001 - June 2005

Skills
Strategic Planning, Microsoft Excel, Training, Microsoft Office, Customer Service, Staff Development, Research, Public Speaking, PowerPoint, Microsoft Word, Event Planning, Data Analysis, Curriculum Design, Leadership, Instructional Design, Curriculum Development

Education
The University of Texas at Arlington   1997 — 1999
BS, Economics

University of Delaware   1995 — 1997
Business

Sara Frederick Burgos Sara Frederick Burgos Dallas, Texas Details
Sara Frederick Burgos's 1st Global Experience March 2012 - April 2013
Job Copy Editor at Living on the Cheap
Industry Writing and Editing
Experience
Living on the Cheap   April 2013 - Present
1st Global   March 2012 - April 2013
The Miami Herald  2000 - May 2011
Miami Herald Media Company  1999 - 2000
Miami Herald Media Company  1996 - 1999

Skills
Headline Writing, AP Style, Newspapers, Copy Editing, Newspaper, Journalism, Feature Articles, Storytelling, Breaking News, News Writing, Investigative Reporting, Proofreading, Online Journalism, Web Content, Editorial, Newsletters, Copywriting, Magazines, QuarkXPress, Publications, WordPress, Web Content Management, CMS, SharePoint, InDesign, Photoshop, HTML, Mac, PC, Microsoft Office, Content Development

Education
University of Miami   1993 — 1997
Bachelor of Science, Journalism and Criminology

Diarra Williams Diarra Williams Dallas/Fort Worth Area Details
Diarra Williams's 1st Global Experience November 2009 - March 2014
Job Vice President Private Wealth Advisor at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank  April 2014 - Present
1st Global   November 2009 - March 2014
J.P. Morgan   2006 - 2009
The Golden Gift Consulting Company   2004 - 2006
Paradigm Wealth Management   2002 - 2004

Skills
Financial Services, Finance, Wealth, Financial Advisory, Series 63, Wealth Management..., High Net Worth..., Securities, Investment Advisory, Fixed Annuities, Banking, Retirement

Education
University of Oklahoma
BBA

May Lee Harris May Lee Harris Dallas/Fort Worth Area Details
May Lee Harris's 1st Global Experience 2004 - 2008
Job CPA, Certified Public Accountant, Controller, Accountant, Accounting Professional
Industry Accounting
Experience
ARTERIORS Home  2014 - 2014
ACE Cash Express  2012 - 2013
Quikway Group (Purchased by Empire Petroleum)   2008 - 2012
1st Global   2004 - 2008
Barry Finkelstein, CPA   2002 - 2004

Skills
Financial Reporting, Accounts Receivable, Auditing, Tax Preparation, General Ledger, Acquisition Integration, Team Building, Accounts Payable, Financial Accounting, Budget Analysis, Software Implementation, Internal Controls, Monthly Reporting, GAAP, Audit, Investor Reporting, License Management, Financial Forecasting, Project Planning, Retail, Financial Services, Microsoft Office, Private Sector, Private Equity, Freight Transportation, Property Management, Public Accounting, Wholesale Fuel, Convenience Stores, Consolidated Financial..., Partnerships, Due Diligence, Microsoft Dynamics, FRx, JD Edwards, Hyperion Essbase, Accountants, Budgets, CPA, Essbase, Finance, Payroll, Accounting

Education
University of North Texas   1994 — 1999
BS, Accounting

Will Stevens Will Stevens Colorado Springs, Colorado Area Details
Will Stevens's 1st Global Experience May 2003 - January 2009
Job Follower of Jesus Christ, Husband to Heather, Father to Nick, Greg and Sam
Industry Nonprofit Organization Management
Experience
WaterStone  May 2013 - Present
Ordained to the Ministry (July 2014)   2010 - Present
Advocace Media   July 2012 - April 2013
1st Global   May 2003 - January 2009
Morgan Stanley Investment Management  April 1995 - July 2002
Morgan Stanley  January 1990 - July 1999
Samuel J. Tilden High School   May 1985 - January 1990

Skills
Public Relations, Social Media Marketing, Marketing Strategy, Fundraising, Marketing, Strategic Planning, Leadership, Business Development, Nonprofits, Public Speaking, Expository Preaching, Bible teaching, Creative Writing, Speech Writing, Systematic Theology, Christian Ethics, Christian Apologetics, Executive Coaching, Charitable Gift Planning, Social Media, Sales, Advertising, Strategic Communications, Corporate Communications, Management, Training, Strategy

Education
Southwestern Baptist Theological Seminary
Doctor of Ministry, Theology, Biblical Stewardship

Southwestern Baptist Theological Seminary   2010 — 2012
Master of Divinity (M.Div.), Steward Leadership, Biblical Languages

Morgan Stanley Management Program   1996 — 1997
Executive Leadership

University of Virginia   1979 — 1981
Master of Arts Program, Foreign Affairs

University of Rochester   1975 — 1979
B.A. magna cum laude, History; Russian studies

Poly Prep C.D.S.   1969 — 1975
Diploma, Latin

Meghan Trammell Meghan Trammell Dallas/Fort Worth Area Details
Meghan Trammell's 1st Global Experience October 2014 - Present
Job Securities & Insurance Licensing Analyst at 1st Global
Industry Financial Services
Experience
1st Global   October 2014 - Present
Ameriprise Financial Services, Inc.   June 2005 - September 2014
Howard, Davis & Bunt   September 2003 - June 2005

Skills
Marketing, Customer Service, Financial Services, Microsoft Office, PowerPoint, Marketing Strategy, Marketing Communications, Microsoft Word, Portfolio Management, Email Marketing, Outlook, Social Networking, Finance, Public Relations, Account Management, Event Planning, Insurance, Investments, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Social Media, Social Media Marketing, Strategic Financial..., Wealth Management

Education
University of Texas at Tyler   2003 — 2008
B.B.A., Marketing

Tyler Junior College   2001 — 2004
Dance, Business, Psychology

Susanne Moreland Susanne Moreland Dallas, Texas Details
Susanne Moreland's 1st Global Experience August 2007 - March 2010
Job Instructional Designer, Training and Communications Consultant
Industry Information Technology and Services
Experience
TIAA-CREF  May 2015 - Present
TSP  May 2013 - March 2014
TSP  July 2012 - March 2014
Dallas Airmotive  October 2011 - April 2012
H.D. Vest Financial Services   March 2010 - February 2011
1st Global   August 2007 - March 2010
1st Global   August 2007 - February 2010
Fidelity Investments  March 2006 - August 2007
Fidelity Investments  1997 - 2007
Fidelity Investments  July 2003 - March 2006

Skills
Lectora, Captivate, Camtasia, Instructional Design, Instructor-led Training, SnagIt, Needs Analysis, Technical Writing, E-learning, Information Mapping, Software Training, Blended Learning, Training Delivery, Curriculum Design, Distance Learning, Adobe Acrobat, Online Training, Adult Education, Editing, ILT, Web-based Training, Word, Multimedia, SharePoint, Visio, Process Improvement, PowerPoint, Technical Training, Photoshop, E-learning Development, Documentation, Microsoft Office, ADDIE, Job Aids, Requirements Analysis, Technical Documentation, Performance Consulting, Curriculum Development, Project Management, Learning Management..., E-Learning, Microsoft Word, Software Documentation, Business Readiness, Consulting, Corporate Training, Kirkpatrick, Strategy, Program Management, Training

Education
Texas Tech University   1984 — 1990
Music Education

Texas Tech University   1984 — 1990
Bachelor of Arts, Music

Patrick Di Fazio Patrick Di Fazio Dallas/Fort Worth Area Details
Patrick Di Fazio's 1st Global Experience August 2010 - Present
Job Director, Wealth Management Consulting
Industry Financial Services
Experience
1st Global   August 2010 - Present
Frost Bank  June 2009 - August 2010
Banc of America Investments  December 2007 - June 2009
CD Warehouse, Inc.   September 1994 - January 2007
Progressive  September 1989 - September 1992

Skills
Investments, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Retirement, Alternative Investments, Financial Advisory, Asset Management, Series 24, Wealth Management..., 401k, Financial Services, Financial Analysis, Financial Planning, Fixed Annuities, FINRA, Consulting

Education
Southern Methodist University   1984 — 1989
Bachelor of Arts, Economics

Southern Methodist University - Cox School of Business   1984 — 1989
BBS, Business/MIS

Jordan Harness Jordan Harness Dallas/Fort Worth Area Details
Jordan Harness's 1st Global Experience July 2013 - Present
Job Event Coordinator at 1st Global
Industry Events Services
Experience
1st Global   July 2013 - Present
Texas Belles Event Planning Organization   August 2011 - May 2013
11:11 Events   December 2012 - July 2013
UT Rec Sports  December 2011 - July 2013
AT&T Executive Education and Conference Center  January 2013 - May 2013
My Local Reporter   September 2012 - November 2012
Explore UT   February 2012 - April 2012
Campus Aquisitions   May 2010 - October 2011

Skills
Social Media, Public Relations, Facebook, Press Releases, Event Planning, Media Relations, Public Speaking, Social Networking, Social Media Marketing, Event Management, Corporate Events, Team Leadership, Twitter, Blogger, Creative Problem Solving, Events Coordination, Vendor Relationships, Future Trends, Idea Generation, Microsoft Excel, PowerPoint, Customer Service, Maintaining Strong..., Interpersonal Skill, Highly detail oriented, Organized Multi-tasker, Advertising, Marketing

Education
The University of Texas at Austin   2010 — 2013
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication

Emily James, CMP Emily James, CMP Dallas/Fort Worth Area Details
Emily James, CMP's 1st Global Experience January 2014 - Present
Job Director of Events at 1st Global
Industry Events Services
Experience
1st Global   January 2014 - Present
Emily James Events   June 2009 - Present
1st Global   August 2013 - January 2014
1st Global   August 2011 - July 2013
1st Global   September 2009 - July 2011
Associated Orthopedics & Sports Medicine   February 2009 - June 2009
eWomenNetwork, Inc.   May 2006 - August 2008

Skills
Event Planning, Event Management, Marketing, Public Relations, Marketing Communications, Social Media, Advertising, Public Speaking, Budgets, Strategic Planning, Marketing Strategy, Email Marketing, Customer Service, Trade Shows, Social Media Marketing, Microsoft Office, Leadership, Fundraising, Outlook, Corporate Events, Management, Nonprofits, Project Management, Meeting Planning, Sponsorship

Education
University of Central Arkansas   2005 — 2008
B.A., Public Relations and Speech Communication (double major)

Brian Gorski Brian Gorski Dallas/Fort Worth Area Details
Brian Gorski's 1st Global Experience August 2000 - February 2011
Job Software Development Manager
Industry Information Technology and Services
Experience
CED - Consolidated Electrical Distributors, Inc.   October 2011 - Present
Global 360 (OpenText)   March 2011 - October 2011
1st Global   August 2000 - February 2011
H.D. Vest   March 1992 - July 2000
Oil Field Rental Service   October 1987 - February 1992
Chris Schaefer and Co.   June 1985 - October 1987

Skills
Software Development, Microsoft SQL Server, Integration, Databases, Business Intelligence, SDLC, SSIS, Management, .NET, CRM, SQL, Software Project..., Salesforce.com, Leadership, Project Management, T-SQL, Requirements Analysis, IT Strategy, Visual Basic, Analysis, Database Design, SSRS, Software Design, Enterprise Architecture, Business Process, Security, Business Analysis, SharePoint, Web Applications, ETL, VB.NET, Visio, Systems Analysis, Pivotal, Agile Methodologies, Technical Staff..., Technical Leadership, Stored Procedures, Visual C#, Visual Studio, Software Lifecycle..., Software Engineering, Data Warehousing, Application Lifecycle..., Cognos, Pivotal CRM, C#, Programming

Education
Texas A&M University   1981 — 1985
BBA, Business Analysis (MIS)

Andy McKnight, MBA, PMP, PSM, PSPO Andy McKnight, MBA, PMP, PSM, PSPO Dallas/Fort Worth Area Details
Andy McKnight, MBA, PMP, PSM, PSPO's 1st Global Experience January 2014 - January 2015
Job Sr. Director, Demand Management at MoneyGram International
Industry Financial Services
Experience
MoneyGram International  January 2015 - Present
Queen's Ferry Press   August 2011 - Present
1st Global   January 2014 - January 2015
1st Global   January 2014 - April 2014
CBRE  April 2013 - January 2014
ADT Security Services  April 2012 - February 2013
cogniti   March 2009 - April 2012
Torex U.S., Inc.   January 2008 - March 2009
United States Marine Corps  July 1996 - January 2008
MCSB Heritage Association   January 2004 - January 2006

Skills
Technical Management, Product Management, Product Strategy, Software Product..., Agile Project Management, Information Systems..., Enterprise Architecture, Information Systems, Technology Management, Performance Management, Agile Methodologies, Business Planning, Process Improvement, Software Design, Web Development, Software Development, Software Quality..., SaaS, Integration, Scrum, Enterprise Software, Management, Change Management, Strategy, Business Process, IT Management, Project Management, Program Management, Professional Scrum..., Leadership, Professional Scrum..., Business Process..., Enterprise Content..., Cloud Computing, Business Intelligence, Governance, Team Building, Project Planning, CRM, Product Development, Entrepreneurship, IT Strategy, Quality Assurance, Professional Services, Business Process..., PMP, Outsourcing, ERP, Vendor Management, PMO

Education
University of Maryland University College   2008 — 2010
Master of Business Administration

University of Maryland University College   2002 — 2005
B.S.

Jamie M. Bloom Jamie M. Bloom Dallas, Texas Details
Jamie M. Bloom's 1st Global Experience October 1999 - December 2003
Job Vice President | Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co, Inc. Charles Schwab Bank   January 2010 - Present
Retirement Advisors of America  April 2008 - December 2008
RAA Wealth Management, LLC   August 2006 - April 2008
Retirement Advisors of America  December 2005 - August 2006
JPMorganChase Bank  December 2003 - December 2005
1st Global   October 1999 - December 2003
Fidelity Investments  February 1998 - October 1999

Education
Southern Methodist University   2013 — 2015
Certificate Program in Financial Planning (CPFP), Financial Planning and Services

Texas Christian University   1993 — 1997
Bachelor of Science (BS), Economics and International Business

Canterbury School of Florida   1989 — 1993
High School Diploma, College Prepatory

PCJDS   1981 — 1988
Elementry / Middle

Vic Du Plessis Vic Du Plessis Dallas, Texas Details
Vic Du Plessis's 1st Global Experience October 2014 - Present
Job Business and Systems Analysis. BA Coach and Mentor. CBAP®.
Industry Information Technology and Services
Experience
1st Global   October 2014 - Present
MTN  June 2010 - July 2014
STANLIB   November 2006 - May 2010
Discovery Health  March 1998 - October 2006

Skills
Business Analysis, Business Requirements, Systems Analysis, Business Process Design, Requirements Gathering, UML, Visio, CRM, Agile Methodologies, Team Leadership

Education
University of the Free State   2010 — 2011
Post Graduate Diploma - Financial Planning (Incl CFP® exam)

University of Johannesburg   1991 — 1995
Bachelors Degree - Financial Management

Michael Pagano Michael Pagano Dallas/Fort Worth Area Details
Michael Pagano's 1st Global Experience May 2001 - Present
Job EVP, CCO at 1st Global
Industry Financial Services
Experience
1st Global   May 2001 - Present

Skills
Regulatory Compliance, Due Diligence

Education
University of Miami School of Law   1992 — 1995
JD

The University of Connecticut   1985 — 1989
BS, Business - Marketing

Jeff Azcue Jeff Azcue Dallas/Fort Worth Area Details
Jeff Azcue's 1st Global Experience 2012 - Present
Job Director of Software Development at 1st Global
Industry Information Technology and Services
Experience
1st Global   2012 - Present
Oracle  2008 - 2012
Skywire Software  2003 - 2008
Attenza   2001 - 2003
Cool eBiz   2000 - 2001
Tactica Technology Group  1998 - 2000

Skills
Product Development, Solution Architecture, Enterprise Architecture, Data Warehouse..., Management, Team Leadership, Cross-functional Team..., Strategic Planning, Project Management, SDLC, Object Oriented Design, Design Patterns, Data Warehousing, Business Intelligence, Integration, Web Development, SOA, Web Services, ETL, .NET, Java, C#, VB.NET, ASP.NET, AJAX, SQL, Data Modeling, Dimensional Modeling, PL/SQL, Weblogic, Software Development, CRM, Requirements Analysis, Enterprise Software, Oracle, Microsoft SQL Server

Education
The University of Texas at Austin   1993 — 1998
B.S., Electrical Engineering

Alvin Walk Alvin Walk Dallas/Fort Worth Area Details
Alvin Walk's 1st Global Experience January 2006 - Present
Job Fixed Income Trader at 1st Global
Industry Financial Services
Experience
1st Global   January 2006 - Present

Skills
Financial Services, Fixed Income, Investments, Mutual Funds, Retirement Planning, Risk Management, Trading, Wealth Management, Equities, Bonds, Asset Allocation, Financial Advisory

Education
University of North Texas
Bachelor of Science, Accounting

Johanna Culp Johanna Culp Greater San Diego Area Details
Johanna Culp's 1st Global Experience February 2010 - October 2011
Job Investment Analyst
Industry Capital Markets
Experience
1st Global   February 2010 - October 2011
Putney Financial Group   October 2008 - April 2009
Dale Scott & Company  August 2005 - July 2008
Citi Group  January 2005 - January 2005
Northern Trust Bank  March 2002 - August 2003
Preferred Trade   April 2000 - August 2001

Education
University of Illinois at Urbana-Champaign   2004 — 2005
Master's, Finance

University of Oregon - Charles H. Lundquist College of Business   1997 — 1999
Bachelor's, Business Administration

Bill Snyder, CFP, CEP, CRPC Bill Snyder, CFP, CEP, CRPC Dallas/Fort Worth Area Details
Bill Snyder, CFP, CEP, CRPC's 1st Global Experience 2012 - Present
Job Practice Consultant at 1st Global
Industry Financial Services
Experience
1st Global   2012 - Present
Ameriprise Financial Services, Inc.   2007 - 2011
Ameriprise Financial Services, Inc.   2002 - 2006
Connexn Technologies  2000 - 2002
Dorado Software  1999 - 2000
Lucent Technologies  1993 - 1999
AT&T Network Systems  1989 - 1993
AT&T Network Systems  1983 - 1989

Skills
Sales Management, Sales, Series 7, Series 24, series 66, Insurance, Certified Financial..., Certified Estate Planner, Chartered Retirement..., New Business Development, Team Building, Coaching, Strategy, Risk Management, Business Development, Strategic Planning, Budgets, Retirement, Leadership, Charitable Trusts, Security, Series 63, Business Strategy, Project Management, Comprehensive Planning, Management, Investments

Education
The Johns Hopkins University
Bachelor of Science (BS)

Paul Wildberger, MBA Paul Wildberger, MBA Dallas/Fort Worth Area Details
Paul Wildberger, MBA's 1st Global Experience May 2003 - April 2009
Job Financial Advisor at HARRIS & WILDBERGER, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
Investment Oversight   October 2009 - August 2014
Williams Financial Group  April 2009 - October 2009
1st Global   May 2003 - April 2009
Marine Corps Recruiting  June 1982 - June 1986

Education
MBA -- Univ of Tx at Dallas
MBA, Business, 3.3 gpa

Southern Methodist University - Cox School of Business
Bachelor of Arts (BA), Finance, General, 3.6 cum gpa

Lisa Haddon Lisa Haddon Dallas/Fort Worth Area Details
Lisa Haddon's 1st Global Experience October 2009 - September 2010
Job Operations Business Analyst II at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  February 2011 - Present
1st Global   October 2009 - September 2010
Fidelity Investments  June 2008 - February 2009
Fidelity Investments  December 2007 - June 2008
Fidelity Investments  March 2007 - December 2007
Countrywide Financial Corporation  March 2005 - March 2007

Skills
Training, Process Improvement, Policy, Auditing, Analysis, Accounting, Business Process, Management, Customer Service, Cross-functional Team..., Team Building, Financial Services, Strategic Planning

Education
St. Louis Community College   1981 — 1985
Associates, Fashion Merchandising / Business

Clint Campbell Clint Campbell Austin, Texas Area Details
Clint Campbell's 1st Global Experience 2000 - 2003
Job Business Development Manager Wealth Management, CUSO Financial Services, L.P. at University Federal Credit Union
Industry Financial Services
Experience
University Federal Credit Union  January 2013 - Present
Campbell Advisory Group LLC   January 2007 - December 2012
MHN Government Services  2009 - 2012
Lincoln Financial Group  2004 - 2006
Lincoln Financial Group  2003 - 2004
1st Global   2000 - 2003

Skills
Series 66, Series 7, Retirement Planning, Wealth Management, Series 63, Certified Financial..., Public Speaking, Retirement Plan..., Investment Management, Business Development, Credit Counseling, Insurance, Personal Financial..., Business Continuity, Financial Advisory, Financial Planning, Investments, Financial Services, Portfolio Management

Education
Southern Methodist University - Cox School of Business   1998 — 2001
MBA, Finance, Investments

Texas State University-San Marcos   1992 — 1996
BBA, Business Administration and Management

Elysse Burrow Denton Elysse Burrow Denton Dallas/Fort Worth Area Details
Elysse Burrow Denton's 1st Global Experience September 2006 - July 2007
Job Meeting Planner
Industry Hospitality
Experience
American Heart Association  2008 - September 2011
USA Hosts  July 2007 - July 2008
1st Global   September 2006 - July 2007
American Association of Professional Landmen   January 2005 - September 2006

Education
Texas A&M International University   2000 — 2004
BA, International Studies

Tony Pampel, CFP®, CPWA® Tony Pampel, CFP®, CPWA® Dallas/Fort Worth Area Details
Tony Pampel, CFP®, CPWA®'s 1st Global Experience February 2012 - November 2012
Job Founder at True Life Financial Planning, LLC
Industry Financial Services
Experience
True Life Financial Planning, LLC   May 2015 - Present
MassMutual Dallas-Fort Worth  October 2012 - May 2015
1st Global   February 2012 - November 2012
Allegiant Wealth Management, a general agency of Mass Mutual   2009 - February 2012
Allstate Insurance  October 2006 - March 2008
Allstate Insurance Company  April 2005 - October 2006
Rhodes College  2003 - 2005

Skills
Employee Benefits, Wealth Management, Term Life Insurance, Small Business, Long Term Care, Series 7, Series 66, Series 24, Retirement Planning, Long-term Care, Insurance, Uniform Combined State..., Investment Management, 401k Rollovers, Management, Leadership, Investments, Finance, Universal Life, Disability Insurance, Fixed Annuities, Estate Planning, Retirement, Portfolio Management, Securities, Financial Modeling, Variable Annuities, Alternative Investments, Health Insurance, Financial Planners, Asset Allocation, Relationship Management, Financial Advisory, Mutual Funds, Strategic Financial..., Wealth Management..., Asset Management, Sales, Financial Analysis, Investment Advisory, Investment Strategies, Bonds, Financial Services, Equities, IRAs, Risk Management, Life Insurance, 401k, Long Term Care Insurance

Education
The University of Texas at Dallas   2005 — 2008
MBA, Finance

University of Texas at Dallas - Naveen Jindal School of Management   2005 — 2008
MBA, Finance, Entrepreneurship

Rhodes College   2000 — 2004
BA, International Business

Bryan Decker, CFP® Bryan Decker, CFP® Hillsboro, Oregon Details
Bryan Decker, CFP®'s 1st Global Experience December 2010 - May 2013
Job Financial Advisor at Jones & Roth Financial Advisors
Industry Financial Services
Experience
Jones & Roth Financial Advisors, LLC   May 2013 - Present
1st Global   December 2010 - May 2013
Wells Fargo  July 2009 - December 2010

Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Investment Strategies, Wealth Management..., Strategic Planning, Series 24, ETFs, Securities, Retirement, Long-term Care

Education
University of North Texas   2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Craig Marr Craig Marr Dallas/Fort Worth Area Details
Craig Marr's 1st Global Experience May 2012 - Present
Job Advisor Compensation Analyst at 1st Global
Industry Financial Services
Experience
1st Global   May 2012 - Present
Milliman  2008 - May 2012
Standard Insurance Company  2007 - 2008
HD Vest  2000 - 2006

Education
Texas Tech University   1994 — 1998
BS, Economics

Leslie Goth Leslie Goth United States Details
Leslie Goth's 1st Global Experience January 2012 - March 2014
Job Talent Acquisition Manager at Credera
Industry Information Technology and Services
Experience
Credera  April 2014 - Present
1st Global   January 2012 - March 2014
Conexus SG   July 2011 - January 2012
Digital Realty Trust (RiseSmart)   July 2010 - June 2011
Paranet Solutions  December 2009 - July 2010
American Hopsital Service Group   September 2009 - December 2009
Paranet Solutions  July 2009 - September 2009
Contract Recruiting Assignments   May 2001 - May 2009
Whittman-Hart / marchFIRST  January 1997 - May 2001

Skills
Recruiting, Applicant Tracking..., Internet Recruiting, Technical Recruiting, Talent Acquisition, Sourcing, Contract Negotiation, Behavioral Interviewing, Team Leadership, Vendor Management, Training, Mentoring, Competency Based..., Targeted Selection..., Strategic Hiring, iCIMS, LinkedIn Recruiter, Job Descriptions, Job Evaluation

Education
Lake Highlands

University of Mississippi
BSW

Amy Zinger Amy Zinger Dallas/Fort Worth Area Details
Amy Zinger's 1st Global Experience February 2006 - March 2007
Job Sr. Copywriter at Epsilon
Industry Marketing and Advertising
Experience
Epsilon  July 2013 - Present
Amy Zinger   July 2010 - Present
hawkeye  August 2011 - July 2013
Ignite Partnership LLC  January 2011 - August 2011
RAPP  March 2007 - July 2010
1st Global   February 2006 - March 2007

Skills
Direct Mail, Interactive Marketing, Integrated Marketing, Advertising, Social Networking, Interactive Advertising, Digital Marketing, Marketing, Newsletters, Strategy, Brochures, Outdoor Advertising, Digital Strategy, Creative Direction, Creative Strategy, Direct Marketing, Brand Development, Email Marketing

Education
University of North Texas   2002 — 2005
B.A., English Literature with a Minor in Spanish

Alex Gelb Alex Gelb Dallas/Fort Worth Area Details
Alex Gelb's 1st Global Experience March 2005 - December 2011
Job Director of CFS at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 2012 - Present
1st Global   March 2005 - December 2011
FINRA  2003 - 2005
UBS Wealth Managment / Park Cities Financial   2002 - 2003

Skills
Financial Modeling, Compliance, Investment Advisory, Investment Properties, Sales Management, Wealth Management, Mutual Funds, Series 7, Asset Allocation, Insurance, Investment Management, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Estate Planning

Education
University of North Texas   1997 — 1999
MBA, Finance

The University of Texas at Austin   1982 — 1988
BA, Economics

Carolyn Barden Carolyn Barden Dallas/Fort Worth Area Details
Carolyn Barden's 1st Global Experience April 2007 - June 2009
Job Communications Professional
Industry Writing and Editing
Experience
WorldVentures  March 2015 - Present
Mary Kay Inc.  November 2014 - March 2015
Southern Methodist University  June 2011 - November 2014
University of Tennessee  July 2009 - June 2011
1st Global   April 2007 - June 2009
Cancer Support Community North Texas (formerly Gilda's Club North Texas)   July 2006 - April 2007

Skills
Editing, Facebook, Newsletters, Dreamweaver, Photoshop, Student Development, Career Counseling, Public Speaking, Transfer Credit..., Academic Advising, Study Abroad Programs, Proofreading, Process Improvement, Creative Problem Solving, Community Engagement, Organizational..., Advocacy, Investigative Research, Research, Student Affairs, Higher Education, Marketing, Program Development

Education
Southern Methodist University   2012 — 2015
Master of Arts (M.A.), Dispute Resolution

University of Tennessee-Knoxville   2009 — 2011
Master of Science, College Student Personnel

Trinity University   2002 — 2006
Bachelor of Arts, Communication; Minors in Art History and Anthropology

University of Otago   2005 — 2005
Study Abroad, New Zealand Cinema and Culture

Ashley G Ashley G Dallas/Fort Worth Area Details
Ashley G's 1st Global Experience November 2009 - March 2011
Job Email Marketing | Lead Generation | Marketing Communications
Industry Financial Services
Experience
Mercury Financial Group  June 2013 - Present
Behringer Harvard  2012 - 2013
1st Global   November 2009 - March 2011
Texas Instruments  March 2006 - November 2008
Aquent  2006 - 2008
The McIntosh Group, Inc.   August 2005 - October 2005
Advertising Plus, Inc.   May 2001 - July 2005
Loislaw.com   May 1999 - April 2001
The McIntosh Group  June 1997 - April 1999
KHBS/KHOG - TV  November 1996 - June 1997

Skills
Marketing Communications, Advertising, Strategic Communications, Project Management, Social Media, Corporate Communications, Communications Planning, Email Marketing, Salesforce.com, Marketing Strategy, Digital Marketing, Integrated Marketing, Integrated Marketing..., Demand Generation, Marketing Automation, Managing Project Budgets, Project Communications, Constant Contact, Project Planning, Full project lifecycle..., End-to-End Project..., Project Team Management, Manage Client..., Manage client..., Consultative Style, Cross Functional Team..., Global Communications, Agency Liaison, Digital Marketing..., Influence Without..., Priority Management, Client Issue Resolution, Metrics Definition, Marketo, ExactTarget, Silverpop, Microsoft Word, Microsoft Excel, Strategy, Management, Marketing

Education
University of Oklahoma
Bachelor of Arts, Journalism

Joel Shakespear Joel Shakespear Dallas/Fort Worth Area Details
Joel Shakespear's 1st Global Experience January 2012 - March 2012
Job Creative Solutions
Industry Graphic Design
Experience
bkm Total Office of Texas  August 2013 - Present
The Illustrati   June 2009 - Present
Isotope 13 Media   1997 - Present
Athas Health   March 2012 - June 2013
1st Global   January 2012 - March 2012
Insphere Insurance Solutions  November 2011 - January 2012
Boy Scouts of America  December 2011 - December 2011
JCPenney  September 2011 - November 2011
Global Corporate Alliance   September 2011 - October 2011
Neiman Marcus  May 2010 - October 2011

Skills
Creative Direction, Graphic Design, Logo Design, Brochures, Layout, Web Design, Illustration, Art Direction, Illustrator, Posters, Email Marketing, Digital Illustration, InDesign, Photoshop, Branding & Identity, Catalogs, Photography, Web Development, Business Cards, Pre-press, Interaction Design, Adobe Creative Suite, Corporate Branding, Brand Development, Digital Photography, WordPress, Advertising, Flyers, Newsletters, Banners, Vector Illustration, Photo Editing, Problem Solving, Creative Development, Identity Development, Tradeshow Design, Logo Development, Creative Problem Solving, Typography, Corporate Identity, Trade Shows, Magazines, Collateral, Visual Communication, Project Coordination, Video Editing, Retouching, Graphics, Art, Image Manipulation

Education
Texas State Technical College   1995 — 1997
Associate, Graphics Design

Anna Kay Parker Anna Kay Parker Dallas/Fort Worth Area Details
Anna Kay Parker's 1st Global Experience June 2014 - Present
Job ::Connecting Careers to Passion & Talent::
Industry Human Resources
Experience
1st Global   June 2014 - Present
BNSF Railway  April 2014 - June 2014
State National Companies  May 2012 - April 2014
Kaplan College  January 2011 - April 2012
TEKsystems  March 2010 - November 2010
Houston Zoo Inc  January 2008 - May 2008
H.E.B Grocery   June 2004 - February 2008
David Beans Studio   April 2001 - June 2004

Skills
Full-life Cycle..., Corporate Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, Internet Recruiting, Strategic Sourcing, Screening Resumes, Continuous Process..., Social Media Marketing, diversity recruiting, Sourcing, Employee Engagement, Financial Recruiting, Onboarding, Employee Training, Human Resources, Applicant Tracking..., Interviews, New Hire Orientations, Employee Relations, Networking, Microsoft Office, Marketing, Hiring, Leadership, Customer Service, Employee Benefits, Social Media, Training & Development, Career Counseling, Coaching, Documentation, Technical and PC savvy, Outlook, Online Advertising, Multimedia, Team Building, Creative Problem Solving

Education
Texas Southern University   2006 — 2008
BA, ART

Navarro Junior College   2004 — 2006
Associates, Multimedia

Alicia Brock (alicia.brock@kroger.com) Alicia Brock (alicia.brock@kroger.com) Murray, Kentucky Details
Alicia Brock (alicia.brock@kroger.com)'s 1st Global Experience 2003 - 2006
Job Division HR Manager at Kroger
Industry Human Resources
Experience
Kroger  February 2013 - Present
Winstar World Casino  February 2011 - February 2013
3 Bridge Consulting   January 2009 - February 2011
HCS360   November 2009 - April 2010
Baatz Consulting  April 2008 - November 2008
Radica Games (a division of Mattel, Inc.)   June 2006 - January 2008
Mattel  2006 - 2008
1st Global   2003 - 2006
TPMC  1995 - 1998

Skills
Performance Management, Organizational..., Payroll, Employee Relations, Business Alignment, Recruiting, Human Resources, Personnel Management, Employee Benefits, Training, Deferred Compensation, Talent Acquisition, Interviews, Temporary Placement, Succession Planning, Management, Sourcing, Strategic Planning, Team Building, Leadership, Talent Management, Program Management, Employee Training, Onboarding, New Hire Orientations, Strategy, College Recruiting, Applicant Tracking..., Coaching

Education
Lancaster High School   1987 — 1991
Diploma

University of North Texas
MBA, Human Resources Management/Personnel Administration, General

University of North Texas
Bachelor of Art, Business Management

Justin Liggitt Justin Liggitt Dallas/Fort Worth Area Details
Justin Liggitt's 1st Global Experience July 2013 - Present
Job Director, Brand Consulting at 1st Global
Industry Financial Services
Experience
1st Global   July 2013 - Present
1st Global   August 2011 - July 2013
1st Global   April 2010 - August 2011
1st Global   December 2006 - April 2009
WM Group of Funds  April 2005 - May 2006
MassMutual Financial Group  August 2004 - April 2005
AXA Advisors  February 2003 - July 2004

Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation

Education
Texas State University   1997 — 2002
BBA, Finance

David Bayarena, CFP® David Bayarena, CFP® Victoria, Texas Area Details
David Bayarena, CFP®'s 1st Global Experience February 2006 - December 2008
Job Director of Wealth Management at Bumgardner Morrison Wealth Management
Industry Financial Services
Experience
Bumgardner Morrison Wealth Management   December 2008 - Present
1st Global   February 2006 - December 2008

Skills
Series 7, Wealth Management, 401k, Fixed Annuities, Retirement Planning, Series 63, Mutual Funds, Securities, Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement, Series 24, Financial Advisory, Portfolio Management, Asset Management, Estate Planning, FINRA, Investment Strategies, Financial Planning

Education
Calallen High School

Texas A&M University
Bachelor of Business Administration, Finance

The University of Texas at Dallas
Master of Business Administration, Management

ALI SULTAN ALI SULTAN West Hartford, Connecticut Details
ALI SULTAN's 1st Global Experience July 2009 - January 2010
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity Investments  August 2014 - Present
Morgan Stanley  November 2012 - July 2014
United States Marine Corps  February 2002 - April 2014
TD Ameritrade  January 2010 - November 2012
1st Global   July 2009 - January 2010
Fidelity Investments  August 1999 - August 2008
Bank of America  April 1997 - October 1998

Skills
Series 7, Series 63, Series 24, Microsoft Office, Strategic Leadership, Risk Assessment, Risk Management, Performance Management, Process Improvement, Building Relationships, Strategic Planning, Team Leadership, Cross-functional Team..., FINRA, Strategy, Mutual Funds, Call Centers, Financial Services, Uniform Combined State..., Talent Management, 401k, Asset Allocation, Securities, Investment Advisory, Options, Series 4, Series 9, Series 10, Series 66, Tactical Planning, Risk Mitigation, Talent Development, Career Development, Creative Problem Solving, Restoration, Results Focused, Customer Focus, Achiever, Strategic, Action Planning, Team Motivator, Influential, Organizational..., Quality Improvement, Training, Wealth Management, IRAs, Relationship Management, Trading, Stocks

Education
Texas Tech University   2011 — 2013
Master of Business Administration (M.B.A.), Business Adminstration

University of Phoenix   2007 — 2009
Bachelor of Applied Science (BASc), Management

Dell Moreno Dell Moreno Greater San Diego Area Details
Dell Moreno's 1st Global Experience January 1997 - May 1998
Job Software Developer at Black Mountain Systems
Industry Computer Software
Experience
Software Developer  December 2013 - Present
Black Mountain Systems  December 2012 - December 2013
Black Mountain Systems  March 2011 - December 2012
Black Mountain Systems  December 2007 - March 2011
JP Morgan FCS  July 2004 - December 2007
JP Morgan FCS  January 2000 - June 2004
JP Morgan FCS  May 1998 - December 2000
1st Global   January 1997 - May 1998
Texas Instruments  May 1994 - January 1997

Skills
SDLC, SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Business Analysis, XML, .NET, Integration, Requirements Analysis, C#, WSO, Everest

Education
Texas Tech University   1990 — 1994
BBA, MIS

Atkins Junior High

Atkins Junior High

Trena Tolliver, PMP Trena Tolliver, PMP Dallas, Texas Details
Trena Tolliver, PMP's 1st Global Experience November 1999 - November 2011
Job Project Manager at Milliman
Industry Insurance
Experience
Milliman  November 2012 - Present
Consultant  December 2011 - November 2012
1st Global   November 1999 - November 2011
IPS Advisors  August 1998 - September 1999
Principal Financial Securities, Inc.   January 1994 - May 1998

Skills
Certified Project..., Business Process..., Process Development, Operations Management, Financial Sector, Insurance, Process Automation, SDLC, Team Leadership, Process Mapping, Business Analysis, Financial Management, Resource Management, Document Management, Vendor Management, Requirements Analysis, Change Management, Strategic Planning, Financial Services, PMO, Analysis, Marketing, Program Management, Managerial Finance, Cross-functional Team..., Process Improvement, MS Project, Leadership, Product Management, Portfolio Management, Project Portfolio..., PMP, Business Process Mapping, Business Intelligence, Management, Visio, Process Simulation, Software Development, Team Building, Project Management, Risk Management, Business Process, Competitive Analysis, CRM, Budgets, Organizational..., Integration, Project Planning, Software Project..., SharePoint

Education
University of New Orleans
Bachelor's, Business Management

Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA Dallas/Fort Worth Area Details
Tim Mezhlumov, CFP, CLU, CFS, CLTC, EA's 1st Global Experience April 2004 - December 2013
Job Tax and Small Business Consultant
Industry Financial Services
Experience
TM Consulting and Financial Services, LLC   January 2015 - Present
MassMutual Financial Group  March 2014 - March 2015
1st Global   April 2004 - December 2013
US Allianz  2002 - 2003
H.D. Vest Financial Services   1999 - 2002

Skills
Retirement Planning, Estate Planning, Retirement, Financial Services, Personal Finance, Certified Financial..., Risk Management, Business Development..., Marketing, Social Media Marketing, IRS Enrolled Agent, Personal Tax Planning, Corporate Tax Planning

Education
The University of Texas at Dallas   1996 — 1998
BS, Business Administration

Georganna Lujin Georganna Lujin Wylie, Texas Details
Georganna Lujin's 1st Global Experience 2005 - 2008
Job Executive Consultant at Rodan + Fields
Industry Retail
Experience
Rodan + Fields  May 2015 - Present
DWC ERISA Consultants, LLC  November 2008 - June 2013
1st Global   2005 - 2008
Fidelity Investments  1994 - 2000

Skills
Retirement, Pensions, Series 7, Pension Administration, Employee Benefits, 401k, Retirement Planning, Estate Planning, Profit Sharing, Defined Benefit, ERISA, Retirement Plan...

Education
University of Oklahoma   1987 — 1992

Alisha Harrison, MBA Alisha Harrison, MBA Greater Minneapolis-St. Paul Area Details
Alisha Harrison, MBA's 1st Global Experience September 2012 - May 2013
Job Senior Marketing Research Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group  June 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - Present
1st Global   September 2012 - May 2013
Trinity Industries  May 2012 - August 2012
Army National Guard  June 2007 - February 2012

Skills
Market Research, Marketing, Marketing Strategy, Leadership, Marketing Research, Marketing Communications, Analysis, Strategic Planning, Project Management, Budgets, Business Development, Microsoft Excel, Microsoft Word, Sales, Competitive Analysis, Financial Planning, Analytics, CRM, Outlook, Event Planning, Social Media, PowerPoint, Project Planning, Data Analysis, Customer Service, Financial Services, Market Analysis, Customer Insight, Communication, Business Strategy, Demographic Analysis, Survey Design, Social Networking, Salesforce.com, Strategy, Email Marketing, Marketing Management, Team Leadership, Management, Research, Social Media Marketing, Public Speaking, Finance, Program Management, Segmentation, Business Analysis, Process Improvement, SPSS, Qualtrics

Education
University of Houston-Clear Lake   2012 — 2015
Master of Business Administration (M.B.A.), Business

University of Houston-Clear Lake   2010 — 2012
Bachelor’s Degree, Marketing

University of Houston-Clear Lake   2010 — 2012
Bachelor’s Degree, Management

Joshua McClellan Joshua McClellan Dallas, Texas Details
Joshua McClellan's 1st Global Experience September 2015 - Present
Job Compliance Consultant at 1st Global
Industry Investment Management
Experience
1st Global   September 2015 - Present
1st Global   March 2014 - September 2015
1st Global   December 2012 - March 2014
New York Life Securities LLC  2008 - 2012

Skills
FINRA Series 7, 24, 63,..., Investments, Securities, Financial Services, Financial Advisory, Investment Strategies, Trading, FINRA, Security, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Series 7, Insurance, Series 63, Series 24, Asset Allocation, Equities, Financial Planning, Investment Advisory, Uniform Combined State...

Education
The University of Texas at Dallas
Bachelor of Arts (B.A.), History, Summa Cum Laude

University of Houston

Allen Bryan Allen Bryan Dallas/Fort Worth Area Details
Allen Bryan's 1st Global Experience August 2007 - January 2010
Job Six Sigma Black Belt at TAMKO Building Products
Industry Mechanical or Industrial Engineering
Experience
TAMKO Building Products  August 2014 - Present
US Navy  September 2010 - August 2014
US Navy  January 2012 - October 2013
1st Global   August 2007 - January 2010
Raytheon  January 2007 - June 2007
H.D. Vest Financial Services   January 1998 - June 2005

Skills
Military, DoD, Instructor-led Training, Military Experience, Security Clearance, Navy, Investments, Securities Regulation, Human Systems..., Aerospace Engineering, Training, Engineering, Nuclear, Analysis, Command

Education
The United States Naval Postgraduate School   2012 — 2013
Certificate, Human Systems Integration

The University of Texas at Arlington   2006 — 2010
BS, Aerospace Engineering

Scott Summerford Scott Summerford Tucson, Arizona Area Details
Scott Summerford's 1st Global Experience October 2000 - August 2008
Job Senior Investment Strategist at Wells Fargo Wealth Management, Senior Vice President
Industry Investment Management
Experience
Wells Fargo Wealth Management  August 2008 - Present
1st Global   October 2000 - August 2008
AXA Advisors  1999 - 2000
Dean, Jacobson Financial Services, LLC   1995 - 1999
Toombs, Hall and Foster, LLP   1992 - 1995
Arthur Andersen, LLP  1991 - 1992

Skills
Asset Allocation, Equities, Securities, Hedge Funds, Wealth Management, Investments, Fixed Income, Portfolio Optimization, Risk Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Investment Management

Education
Texas Tech University   1988 — 1990
MSA, Taxation

Texas Tech University   1984 — 1988
BBA Accounting, Accounting

Brooke Krengel Brooke Krengel Dallas, Texas Details
Brooke Krengel's 1st Global Experience May 2013 - Present
Job Compliance Administrative Assistant at 1st Global
Industry Financial Services
Experience
1st Global   May 2013 - Present
National American University  2010 - 2012
Place Properties  September 2008 - March 2010

Skills
Customer Service, Microsoft Office, Office Administration, Outstanding verbal, Written Communication, Time Management, Team Leadership, Imagination, Problem Solving, Making Connections, Teamwork, Program Management, Leadership, Event Planning, Management, Social Networking, Data Entry, Marketing, Interviews, Nonprofits, Public Speaking, Social Media, Microsoft Excel

Education
University of Kansas   2006 — 2010
Bachelor of General Studies, Psychology

Alan Zabloudil Alan Zabloudil Dallas/Fort Worth Area Details
Alan Zabloudil's 1st Global Experience November 2013 - Present
Job Director, Capital Markets at 1st Global
Industry Financial Services
Experience
1st Global   November 2013 - Present
1st Global   April 2012 - November 2013
Penson Financial Services  April 2006 - April 2012
Penson Financial Services  April 2005 - April 2006
Edward Jones  June 2004 - January 2005

Skills
Market Connectivity, Market Analysis, Trading Systems, Equity Trading, Equity Research, Equity Capital Markets, Trading Strategies, Electronic Trading, Customer Support, Customer Service, Customer Oriented, Client Counseling, Client Education, Market Structure, Cross-functional Team..., Team Building, Leadership, FX Options, Trading, Equities, Financial Risk, Securities, Investments, Options, FINRA, Bloomberg, Risk Management, Series 7, Fixed Income, Series 63, Financial Markets, Back Office, Series 24, Capital Markets, Financial Services, Investment Strategies, ETFs, Financial Advisory, Hedge Funds

Education
Texas Tech University   2000 — 2004
Bachelor's degree, Finance, General

Texas Tech University - Rawls College of Business   2000 — 2004
BBA, Finance

Frank Forest Frank Forest Dallas/Fort Worth Area Details
Frank Forest's 1st Global Experience April 2012 - November 2014
Job President at The Texona Group
Industry Financial Services
Experience
The Texona Group   January 1993 - Present
The Texona Group   1977 - Present
1st Global   April 2012 - November 2014
Spectrum Financial Group  April 2004 - April 2012
Accenture  1993 - 2001
Business Records Corporation  1990 - 1993
Geneva Corporation   1989 - 1990
Cambridge Companies  1981 - 1989
Qwip Systems   1976 - 1981
IBM  May 1965 - June 1976

Skills
Marketing, Sales Management, Recruiting, Integrated Marketing, Strategic Planning, Business Development, Interviews, Contract Negotiation, Leadership, Team Building, Marketing Communications, Negotiation, CRM, Sales, Selling, Training, Mergers & Acquisitions, Executive Search, Program Management, Management, Coaching, Business Planning, Marketing Strategy, Management Consulting, Consulting, Securities, Employee Benefits, Finance, Financial Services, Investments, Public Speaking, Risk Management, Insurance, Outsourcing, Wealth Management

Education
Brophy College Preparatory
HS, Advanced - College Preparatory

University of Arizona
BA, Sociology and Psychology

Caroline Germany Caroline Germany Dallas, Texas Details
Caroline Germany's 1st Global Experience July 2011 - May 2013
Job Client Service Associate at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele   May 2013 - February 2015
1st Global   July 2011 - May 2013
RBC Wealth Management  May 2007 - June 2011

Skills
Client Service Associate, High Net Worth..., Family Office, Fee-Only, Independent RIA, Series 7, Series 66

Education
The University of Texas at Austin   2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government

Yolanda Hendrix Yolanda Hendrix Dallas/Fort Worth Area Details
Yolanda Hendrix's 1st Global Experience August 2011 - Present
Job Compliance Consultant
Industry Financial Services
Experience
1st Global   August 2011 - Present
1st Global   May 2009 - August 2011
1st Global   August 2008 - May 2009
TIAA-CREF  July 2007 - August 2008
1st Global   October 2004 - July 2007
Fidelity Investments  April 2000 - February 2003

Skills
Phone Etiquette

Education
Southern Methodist University   1995 — 1998
Bachelor of Arts, Psychology

Ann Nations Ann Nations Dallas/Fort Worth Area Details
Ann Nations's 1st Global Experience October 2008 - May 2011
Job Demand/Capacity Planning Manager
Industry Financial Services
Experience
Citi  July 2013 - Present
Accenture  May 2011 - July 2013
1st Global   October 2008 - May 2011
1st Global, Inc   April 2008 - October 2008
1st Global, Inc   March 2002 - April 2008
1st Global, Inc   January 2000 - March 2001
1st Global, Inc   December 1997 - January 2000

Skills
Business Analysis, Process Improvement, Business Process..., Leadership, MS Project, Management, Marketing Communications, Project Coordination, Project Management, SharePoint, Software Project..., Strategy, Training, Analysis, Microsoft Project, SDLC, Vendor Management, Business Intelligence, Program Management

Education
Texas Woman's University
masters work, Library Science & Information Studies

University of Houston
Bachelor of Arts, Philosophy

Paul Purcell Paul Purcell Austin, Texas Area Details
Paul Purcell's 1st Global Experience May 2008 - October 2011
Job Managing Partner, Registered Representative
Industry Financial Services
Experience
Maugel & Purcell Financial Solutions   May 2012 - Present
In the Zone Sports Cards   2010 - Present
1st Global   May 2008 - October 2011
NFP Securities, Inc  September 2000 - May 2008
Dain Rauscher  1998 - 2000
H D Vest  1995 - 1998

Skills
Series 7, Series 24, Series 65, Insurance Licensed- TX, Money Guide Pro, Morningstar, Insurance

Education
Texas Tech University   1991 — 1995
BBA, Finance

Cindy Duck Cindy Duck Dallas/Fort Worth Area Details
Cindy Duck's 1st Global Experience August 2000 - May 2012
Job Agent Services Advisor at National Life Group
Industry Insurance
Experience
National Life Group  August 2012 - Present
1st Global   August 2000 - May 2012
United American Insurance  May 1998 - August 2000

Skills
Insurance, Life Insurance

Education
Texas A&M University-Commerce   1989 — 1993
BBA, Business / Human Resources

Gary LoDuca, CFP®, ChFC Gary LoDuca, CFP®, ChFC Tampa/St. Petersburg, Florida Area Details
Gary LoDuca, CFP®, ChFC's 1st Global Experience May 2008 - February 2011
Job Founder & Chief Executive Thinker of Thoughtful Wealth Management
Industry Investment Management
Experience
Thoughtful Wealth Management   February 2015 - Present
USAA  March 2012 - February 2015
CA Wealth Managment Partners LLC   February 2011 - March 2012
1st Global   May 2008 - February 2011
LightPort, Inc.   July 2007 - March 2008
Franklin Templeton Investments  February 2003 - February 2006
Franklin Templeton Investments  September 2000 - February 2003
Ameriprise Financial  1998 - 2000
Merrill Lynch  1994 - 1996

Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...

Education
University of Florida   1985 — 1989
BS, Business Administration

Colgate Sailing School
Certified Sailing Captain, Yacht Cruising

The American College
Chartered Financial Consultant

Lucy Fulls Lucy Fulls Dallas, Texas Details
Lucy Fulls's 1st Global Experience April 2014 - August 2014
Job Contract Recruiter at Dell
Industry Staffing and Recruiting
Experience
Dell  January 2015 - Present
1st Global   April 2014 - August 2014
Tenet Healthcare  April 2013 - March 2014
AmTrust Financial Services, Inc. (AFSI)   March 2011 - April 2013
Apartment Finders   November 2000 - November 2010
PHNS  April 2008 - June 2009
All Medical Personnel  March 2007 - March 2008
Adecco Employment Services  March 2006 - March 2007

Skills
Employee Relations, Applicant Tracking..., Onboarding, Talent Acquisition, Temporary Staffing, Vendor Management, Sales, Job Fairs, Technical Recruiting, Taleo, Temporary Placement, Permanent Placement, Screening Resumes, Contract Recruitment, Talent Management, Resume Writing, Coaching, Sourcing, Recruiting, HRIS, Deferred Compensation, Recruitment Advertising, Staffing Services, Human Resources, Employee Training, Training, Screening, Employee Benefits, Internet Recruiting, Organizational..., Cold Calling, Performance Management, College Recruiting, Customer Service, Personnel Management, HR Policies, PeopleSoft, Workforce Planning, Payroll, Benefits Administration, Interviews, Management, Job Descriptions, SDLC, Strategic Planning, New Hire Orientations, Employer Branding, Benefits Negotiation, Account Management, Executive Search

Education
The University of Texas at Arlington
Bachelor of Arts, Interdisciplinary Studies

Shane Danner Shane Danner Austin, Texas Area Details
Shane Danner's 1st Global Experience November 2013 - April 2014
Job Cashiering Supervisor at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services  April 2015 - Present
Essilor  April 2014 - April 2015
1st Global   November 2013 - April 2014
1st Global   January 2013 - November 2013
1st Global   August 2010 - January 2013
Clark Consulting  July 2008 - November 2009
Edward Jones  August 2007 - April 2008
Associated Credit Union of Texas  August 2006 - August 2007

Skills
Series 7, Insurance, Retirement, Financial Analysis, Mutual Funds, Employee Benefits, Investments, Accounting, Securities, Microsoft Excel, Leadership, Series 6, Process Improvement, 401k, Customer Service, Strategic Financial..., Finance, Benefits Administration, Retirement Planning, FINRA

Education
Texas A&M University   2002 — 2006
BBA, Finance

Texas A&M University - Mays Business School   2002 — 2006
Bachelors, Finance

Steve Andros Steve Andros Greater Minneapolis-St. Paul Area Details
Steve Andros's 1st Global Experience October 2004 - February 2011
Job VP of Account Relations
Industry Financial Services
Experience
1st Global   October 2004 - February 2011
Trusted Advisors   October 1992 - October 2004
CIGNA  August 1986 - December 1992

Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Business Planning, New Business Development, Pensions, Recruiting, Finance, Financial Advisory, Financial Services, Strategic Planning, Banking, Management

Education
Saint Cloud State University - G.R. Herberger College of Business
BS, Marketing

St. Cloud State University

Kurt Canfield Kurt Canfield Dallas/Fort Worth Area Details
Kurt Canfield's 1st Global Experience March 2006 - May 2010
Job Corporate Accountant at PepsiCo
Industry Financial Services
Experience
Raytheon  May 2015 - Present
Main Event Entertainment  September 2014 - May 2015
PepsiCo  September 2012 - September 2014
Dell  May 2010 - September 2012
1ST Global   March 2006 - May 2010
Deloitte and Touche, LLP  January 2004 - March 2006

Education
Stephen F. Austin State University   2001 — 2005
Masters of Public Accountancy, Accounting

Stephen F. Austin State University
Bachelor of Business Administration, General Business

Wes Lewis, PMP, PSM Wes Lewis, PMP, PSM Dallas/Fort Worth Area Details
Wes Lewis, PMP, PSM's 1st Global Experience April 2013 - Present
Job EPMO Program Manager at 1st Global
Industry Financial Services
Experience
1st Global   April 2013 - Present
Brink’s  February 2009 - April 2013
Hanson  2007 - 2009

Skills
Process Improvement, Change Management, Visio, Program Management, Business Analysis, ITIL, ERP, Software Development, MS Project, Business Process, SharePoint, Budgets, Team Leadership, PMP, Business Process..., IT Management, Customer Service, Vendor Management, Agile Methodologies, Requirements Analysis, Project Management, SDLC, Security, Business Intelligence, Project Planning, Team Building, Software Project..., Microsoft SQL Server, Analysis, IT Strategy, Integration, Risk Management, Software Documentation, Management, Project Portfolio..., IT Service Management, Project Delivery, Agile Project Management, Cross-functional Team..., PMO, Resource Management, Quality Assurance, Scrum, Disaster Recovery, CRM, Service Delivery, Requirements Gathering, Enterprise Architecture, Outsourcing, Process Engineering

Education
The University of Texas at Arlington

University of Texas of the Permian Basin
Accounting and Information Systems

Jay Skagerberg Jay Skagerberg Dallas, Texas Details
Jay Skagerberg's 1st Global Experience April 2014 - May 2015
Job Compliance Analyst II at MoneyGram International
Industry Banking
Experience
MoneyGram International  June 2015 - Present
1st Global   April 2014 - May 2015
Southwest Securities, Inc.   May 2012 - March 2014
Southwest Securities, Inc.   October 2010 - May 2012

Skills
Investment Banking, Financial Analysis, Data Analysis, Derivatives, Fixed Income, Economics, Portfolio Management, Analysis, Banking, Equity Research, Investments, Financial Risk

Education
The University of Texas at Austin   2005 — 2009
English and Government Majors with Business and History Minors

The University of Texas at San Antonio   2004 — 2005

Desiree Damon Desiree Damon Dallas/Fort Worth Area Details
Desiree Damon's 1st Global Experience February 2006 - Present
Job Multimedia Specialist at 1st Global
Industry Financial Services
Experience
1st Global*  February 2006 - Present
Plano Martial Arts Academy   May 2005 - Present
CAT Studios   November 2005 - December 2005
Tiger TV (Trinity University)   January 2003 - May 2005

Skills
Video, Videography, Martial Arts, Video Editing, Final Cut Studio, DVD authoring, Video Production, After Effects, Photo Editing, Multimedia, Editing, Image Editing, Producing, Graphic Design, Web Design, Post Production, Television, Photography, Adobe Creative Suite, Marketing, Digital Photography, Copywriting, Dreamweaver, Creative Direction, Newsletters, Management, Social Media, Leadership

Education
Trinity University   2001 — 2005
BA, Communications

Jeffrey Murry Jeffrey Murry Dallas/Fort Worth Area Details
Jeffrey Murry's 1st Global Experience November 2014 - Present
Job Wealth Management Consultant at 1st Global
Industry Financial Services
Experience
1st Global   November 2014 - Present
1st Global   April 2010 - November 2014
1st Global   March 2010 - September 2011
PrimeVest Financial Services  August 2008 - March 2010
Citizens National Bank  August 2008 - March 2010

Skills
Investments, Securities, Trading, Portfolio Management, Financial Advisory, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Strategic Financial..., Mutual Funds, 401k, Account Management, MBA, Investment Strategies, Financial Planning

Education
University of North Texas   2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management

Stephen F. Austin State University   2004 — 2008
BBA, Finance

David Northcutt David Northcutt Dallas, Texas Details
David Northcutt's 1st Global Experience December 2012 - February 2013
Job Indendent Contractor
Industry Security and Investigations
Experience
Academi, LLC  August 2013 - Present
ACADEMI  2014 - March 2015
Southwest Airlines  February 2013 - April 2013
1st Global   December 2012 - February 2013
Brinks Inc.  2008 - 2012
US Army  2004 - 2010

Skills
IT Project Management, Security Project..., NRA Law Enforcement..., Security Firearms..., Small Arms Instructor, Technologist, Business Analysis, Scientific Research, Corporate Security, Flight Operations, Navigation, Range Officer, Security, Agile Project Management, Physical Security, Firearms Management, ATF Firearms Compliance, ATF Firearms Record..., Platoon Leader, Scrum, Project Management, Project Planning, Enterprise Architecture, Risk Management, Flights, Agile Methodologies, PMO, Vendor Management, Training, Business Continuity, Strategy, Governance, Process Improvement, Team Building, Management, Leadership, Operations Management

Education
The University of Texas at Dallas   1997 — 1999
Bachelor of Science (BS), Forensic Anthropology

Texas A&M University   1995 — 1997

Adam McGilvray Adam McGilvray Austin, Texas Area Details
Adam McGilvray's 1st Global Experience June 2003 - September 2008
Job
Industry Marketing and Advertising
Experience
Sizmek (formerly DG MediaMind)   February 2013 - Present
MediaMind  January 2012 - February 2013
Unicast  September 2008 - January 2012
1st Global   June 2003 - September 2008
N/A  January 2000 - May 2003
Keller ISD  August 1995 - January 2000

Skills
Flash, Video, JavaScript, ActionScript, After Effects, Video Editing, FEUR, Advertising, Multimedia, Broadcast, User Interface Design, User Experience, Online Advertising, Digital Strategy, Interactive Media, Animation, Film, Rich Media, Marketing, Digital Video, HD Video, Web Development, Digital Marketing, HTML, Interaction Design, Digital Media, Interactive Advertising, Web Video, Management, Mobile Marketing

Education
The University of Texas at Austin   1990 — 1995
BS, Radio-Television-Film

Matt Pinkney Matt Pinkney Dallas/Fort Worth Area Details
Matt Pinkney's 1st Global Experience 2011 - 2012
Job Digital Media Consultant for Legal & Corporate
Industry Media Production
Experience
Lockton Companies  August 2014 - Present
Pinkney Media Group   April 2004 - Present
Barnes and Roberts, LLC   February 2013 - October 2013
JCPenney  August 2012 - February 2013
1st Global   2011 - 2012
Boy Scouts of America  April 2011 - November 2011
University of North Texas  July 2010 - April 2011
JCPenney  April 2010 - January 2011
AAFES  December 2008 - September 2009
Tarrant County College  August 2008 - May 2009

Skills
Art Direction, Graphic Design, Web Design, Creative Direction, Online Marketing, Search Marketing, Litigation Design..., Trial Preparation, Legal Support, Advertising, Illustration, Graphics, Email Marketing, Layout, SEM, Publishing, Posters, Magazines, Editing, Catalogs, SEO, Marketing, Art

Education
Full Sail University   2011 — 2012
Graduate Certificate: Internet Marketing

The Johns Hopkins University   1986 — 1989
USAR Commission

The Maryland Institute College of Art   1985 — 1989
BFA

Jeff Kramer Jeff Kramer Dallas/Fort Worth Area Details
Jeff Kramer's 1st Global Experience 2014 - Present
Job
Industry Human Resources
Experience
1st Global   2014 - Present
QBE North America  2010 - 2014
Fidelity Investments  2007 - 2009
GAB Robins  2003 - 2007
Health Pathways   2001 - 2003
webMethods  1999 - 2001
The Thomson Corporation  1995 - 1999

Skills
Succession Planning, Talent Management, Benefits, Compensation, Performance Management, Organizational..., Employee Relations, Leadership Development, Onboarding, Employee Benefits, Workers Compensation, Employer Branding, Start-ups, Change Management, Organizational Design, Outsourcing, Deferred Compensation, Personnel Management, HRIS, Human Resources, Workforce Planning, Executive Coaching, Leadership, New Hire Orientations, Training, Mergers & Acquisitions, Recruiting, Executive Search, Strategy, Coaching, Management, Program Management, Talent Acquisition, Benefits Administration, Employee Engagement, HR Consulting, Applicant Tracking..., Organizational..., Executive Management, Hiring, HR Policies, College Recruiting, Human Capital, Employment Law, Compensation & Benefit, Interviews, FMLA, Career Development, Cross-functional Team..., Technical Recruiting

Education
The George Washington University
BA, MA

Gregory Wilson Gregory Wilson Dallas/Fort Worth Area Details
Gregory Wilson's 1st Global Experience July 2014 - Present
Job Head of Information Security at 1st Global
Industry Financial Services
Experience
1st Global   July 2014 - Present
TPG Global   May 2011 - May 2014
Lehigh Hanson, Director   January 2006 - April 2011
ECC Consulting Controls   July 2004 - January 2006
McAfee  October 2002 - July 2004
Ionex Telecommunications  December 2001 - May 2002
JPMorgan Chase  September 2000 - October 2001
Verizon  June 1999 - September 2000
ConAgra Foods  July 1998 - June 1999
United States Air Force  August 1989 - June 1997

Skills
Risk Management, Process Improvement, Disaster Recovery, Program Management, Management, Leadership, Security, Change Management, Integration, Cross-functional Team..., Information Technology, Business Process, Sarbanes-Oxley Act, Vendor Management, Management Consulting, Mergers & Acquisitions, Enterprise Software, Business Process..., Risk Assessment, Sarbanes-Oxley, Analysis, Project Management, Budgets, Financial Analysis, Executive Management, IT Management, Business Development, Governance, Finance, Internal Audit, Internal Controls, Due Diligence, Enterprise Risk..., Project Planning, IT Strategy, Information Security, Financial Services, Infrastructure

Education
University of Oklahoma   1996 — 1998
Master of Arts (M.A.), Managerial Economics

University of Nebraska at Omaha   1992 — 1995
Bachelors, Public Administration

Lori Sidrony Lori Sidrony Dallas/Fort Worth Area Details
Lori Sidrony's 1st Global Experience April 2003 - November 2007
Job Financial Services Sales Management and Operations Executive
Industry Financial Services
Experience
First Command Financial Planning  December 2007 - Present
1st Global   April 2003 - November 2007
Mass Mutual (HFG Advisors LLC)   June 2001 - April 2003
Lincoln Financial Advisors  July 1996 - May 2001

Skills
Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Series 7, Investments, Insurance, Asset Management, Strategic Planning, Retirement Planning, Strategic Financial..., Strategy, Leadership, Asset Managment, Management, Risk Management, Finance, Portfolio Management, Analysis, Series 63, Retirement, Program Management, Financial Services, Securities, Training, Investment Management, Financial Planning

Education
Southern Methodist University - Cox School of Business   2005 — 2007
EMBA, Accounting and Finance

The University of Texas at Arlington - College of Business   1990 — 1992
BBA, Finance

University of Texas   1990 — 1992
Bachelor, Business Administration

West Georgia College   1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Craig Spence Craig Spence Dallas/Fort Worth Area Details
Craig Spence's 1st Global Experience April 2005 - February 2013
Job Software Engineer at RealPage, Inc.
Industry Information Technology and Services
Experience
RealPage, Inc.   August 2015 - Present
RAPP  November 2014 - August 2015
VHA Inc.  May 2014 - October 2014
MultiView  March 2014 - May 2014
Marcole Design Group, L.L.C.   September 2013 - March 2014
Veritix(TM)   April 2013 - August 2013
1st Global   April 2005 - February 2013
Intellinex  2003 - 2004
Ernst & Young Intellinex LLC   2003 - 2004
CitiGroup  1996 - 1998

Skills
Microsoft SQL Server, Agile Methodologies, Software Development, .NET, SQL, Software Project..., VB.NET, Requirements Analysis, SDLC, Business Analysis, JavaScript, Software Design, Business Intelligence, Integration, Databases

Education
University of Arizona
Bachelor of Science in Business Administration, Management Information Systems

Alex Gelb Alex Gelb Dallas/Fort Worth Area Details
Alex Gelb's 1st Global Experience compliance examinerNASD2003 - 2005
Job Financial Consulting Director at 1st Global
Industry Financial Services
Experience
1st Global   compliance examinerNASD2003 - 2005

Education
The University of Texas at Austin   1982 — 1988

Felipe Garza Felipe Garza Dallas/Fort Worth Area Details
Felipe Garza's 1st Global Experience November 2002 - December 2008
Job Corporate Actions Analyst
Industry Financial Services
Experience
Penson Financial Services  January 2009 - Present
1st Global   November 2002 - December 2008

Education
The University of Texas at Dallas   1999 — 2002

Michael Alley, CFP®, PMP Michael Alley, CFP®, PMP Dallas/Fort Worth Area Details
Michael Alley, CFP®, PMP's 1st Global Experience December 2008 - September 2010
Job Program Manager at Elevate
Industry Financial Services
Experience
Elevate  July 2014 - Present
Think Finance  August 2012 - Present
Penson Financial Services  September 2010 - August 2012
1st Global   December 2008 - September 2010
1st Global   August 2007 - December 2008
Penson Financial Services  June 2007 - August 2007
1st Global   January 2005 - June 2007
1st Global   November 2001 - December 2005
Fidelity Investments  November 2000 - November 2001
Fidelity Investments  October 1998 - November 2000

Skills
Financial Services, SDLC, Business Analysis, Software Project..., PMO, PMP, Agile Methodologies, Program Management, Change Management, Agile Project Management, Management, Investments, Business Process, Requirements Gathering, Securities, Business Requirements, Series 7, MS Project, Asset Management, Vendor Management, Process Improvement, Requirements Analysis, Business Process..., Integration, Equities, Leadership, Back Office, Trading Systems, Project Management, Project Portfolio..., FINRA, Process Engineering, Capital Markets, IT Service Management, Team Management, Databases, Financial Analysis, Mutual Funds, Trading, SQL, Data Warehousing, Data Center, Scrum, Waterfall, Banking, Fixed Income, Portfolio Management, Risk Management, Series 63, Visio

Education
The University of Dallas   1999 — 2001
MBA, Financial Services

Texas Christian University - M.J. Neeley School of Business   1993 — 1997
BBA, Finance

Martin Garvie Martin Garvie Dallas/Fort Worth Area Details
Martin Garvie's 1st Global Experience May 2012 - Present
Job Systems Engineer at 1st Global
Industry Information Technology and Services
Experience
1st Global   May 2012 - Present
Companion Data Services  December 2009 - May 2012
CompuCom Systems  January 2001 - November 2009
United American Insurance  August 1997 - December 2000
EDS  January 1996 - July 1997
The Associates  September 1993 - December 1995
American Airlines  August 1991 - September 1993
E&J Gallo Winery  October 1988 - September 1989

Skills
Active Directory, Windows Server, Disaster Recovery, Data Center, SharePoint, Program Management, Storage, Microsoft Technologies, Networking, Visio, Business Analysis, Security, Virtualization, Project Management, Microsoft SQL Server, Strategic Planning, Servers, Process Improvement, Team Leadership, SQL, Windows, Software Documentation, VMware, CommVault, Access, Information Security, Price Quotes, Windows Server 2008, EMC Storage

Education
The University of Texas at Austin - Red McCombs School of Business   1982 — 1988
BBA, Management

University of North Texas   1990 — 1991
MBA, Business

Howard Hanger, RHU, LTCP Howard Hanger, RHU, LTCP Dallas/Fort Worth Area Details
Howard Hanger, RHU, LTCP's 1st Global Experience 1998 - 2001
Job Owner, Producer Solutions and Partner at DI Broker
Industry Insurance
Experience
DI Broker   2004 - Present
Producer Solutions   October 2003 - Present
MassMutual Financial Group  2001 - 2003
1st Global   1998 - 2001

Skills
Disability Insurance, Long Term Care Insurance, Insurance, Employee Benefits, Universal Life, Group Insurance, Public Speaking, Critical Illness..., Accident, Small Business, Human Resources

Education
The University of Texas at Austin - Red McCombs School of Business   1978 — 1980
BBA, Business

Dani Budow Dani Budow Dallas/Fort Worth Area Details
Dani Budow's 1st Global Experience August 2004 - Present
Job Service and Dedication Adminstrative Assistant
Industry Financial Services
Experience
1st Global   August 2004 - Present
Sterling, Kelly Services   May 1997 - August 2004

Education
Trinity University
Bachelor of Arts

Judith Knudsen Judith Knudsen Dallas/Fort Worth Area Details
Judith Knudsen's 1st Global Experience March 2014 - Present
Job General Counsel at 1st Global
Industry Financial Services
Experience
1st Global   March 2014 - Present
Williams Financial Group  April 2013 - February 2014
Blue River Partners, LLC  February 2012 - March 2013
1st Global   May 2008 - February 2012
1st Global   2003 - 2008
Hulse Stucki, LLC   2001 - 2003
Principal Financial Securities  1994 - 1998

Skills
FINRA, Securities, Financial Advisory, Series 24, Investment Advisory, Securities Regulation, Mutual Funds, Hedge Funds

Education
Texas Wesleyan University School of Law   1998 — 2000

Bob Jansen Bob Jansen Dallas/Fort Worth Area Details
Bob Jansen's 1st Global Experience April 2013 - Present
Job Assistant Vice President
Industry Financial Services
Experience
1st Global   April 2013 - Present
National Financial Partners  September 2000 - September 2012
Charles Schwab  April 1989 - July 1999
Fidelity Investments  April 1987 - October 1988
Donaldson, Lufkin & Jenrette   July 1985 - September 1986

Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management

Education
Wharton Business School   2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services

The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)

Bonn American High School

Jason Helgeson Jason Helgeson Dallas/Fort Worth Area Details
Jason Helgeson's 1st Global Experience November 2001 - March 2010
Job Systems Analyst at Informatics
Industry Information Technology and Services
Experience
Informatics  August 2010 - Present
Tokara Solutions  May 2010 - August 2010
1st Global   November 2001 - March 2010
Benfield Blanch  1999 - 2001
Peterbilt  1998 - 1999
VHA  1998 - 1998
Rent Roll   1996 - 1998
Columbia Call Center   1996 - 1996
Shell Oil, Co.   1993 - 1996
CSC Partners  1990 - 1991

Skills
Business Analysis, Requirements Analysis, Integration, SDLC, SharePoint, Agile Methodologies, Microsoft SQL Server, Vendor Management, Disaster Recovery, Project Management, Visio, SQL, Databases, Business Intelligence, Software Development, Agile Project Management, Cloud Computing, Software Project..., .NET, VB.NET, Enterprise Software, ASP.NET, Oracle, Visual Studio, Web Services, JavaScript, C#, IIS, Web Applications, SSRS, Software Design, Visual Basic, Enterprise Architecture, SSIS, Testing, SaaS, T-SQL, XML, Windows Server, Web Development, Software Documentation, WCF, ERP, Active Directory, MS Project, PMP, TFS, CRM, IT Strategy, IT Management

Education
University of Iowa - Henry B. Tippie College of Business   1991 — 1993
MBA, MIS

University of Iowa   1987 — 1993
Bachelor of Business Administration (BBA);, Management Information Systems, General

University of Iowa - Henry B. Tippie College of Business   1987 — 1991
BBA, MIS

Andrew Sheumaker Andrew Sheumaker Dallas/Fort Worth Area Details
Andrew Sheumaker's 1st Global Experience January 2008 - Present
Job Business Analyst at 1st Global
Industry Financial Services
Experience
1st Global   January 2008 - Present
1st Global   January 2001 - January 2004

Skills
Series 7, Wealth Management, Securities, Mutual Funds, Equities, Series 63, Fixed Income, FINRA, Portfolio Management, Uniform Combined State..., Trading Systems

Education
The University of Dallas   1988 — 1992
Bachelor's degree, History/Philosophy

Christopher Culp Christopher Culp Dallas/Fort Worth Area Details
Christopher Culp's 1st Global Experience 2003 - April 2014
Job Developer/Analyst at Daisy Brand
Industry Computer Software
Experience
Daisy Brand  April 2014 - Present
1st Global   2003 - April 2014
CDC Software / Pivotal   January 2000 - May 2003

Skills
VB.NET, JavaScript, SQL, ASP.NET, Microsoft SQL Server, Databases, CRM, C#, ASP.NET AJAX, N-tier, WCF Services, Jquery, Sitefinity, Bootstrap, ASP.NET MVC, IIS

Education
The University of Texas at San Antonio   1989 — 1991

Bobby Boyce Bobby Boyce Dallas, Texas Details
Bobby Boyce's 1st Global Experience August 2006 - April 2012
Job Chief Compliance Officer Commerce Street Holdings, LLC.
Industry Financial Services
Experience
Commerce Street Holdings, LLC.   2014 - Present
McGowanGroup Asset Management, Inc.   April 2012 - April 2014
1st Global   August 2006 - April 2012
HDVest   July 2002 - August 2006

Skills
Series 24, Series 7, Compliance, Series 53, Securities, AML, FINRA, Asset Management, Investment Advisory, Investments, Series 63, Uniform Combined State..., Mutual Funds, Financial Advisory, Financial Services

Education
University of North Texas   1992 — 1994

London Central High School   1986 — 1988

Devin Reid Devin Reid Dallas/Fort Worth Area Details
Devin Reid's 1st Global Experience June 2005 - July 2010
Job Product Manager at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning  July 2010 - Present
1st Global   June 2005 - July 2010
American National Insurance  2002 - 2005

Education
University of North Texas   1999 — 2001

Jason J. Allen, CFP®, CLU®, CLTC Jason J. Allen, CFP®, CLU®, CLTC Dallas/Fort Worth Area Details
Jason J. Allen, CFP®, CLU®, CLTC's 1st Global Experience September 2007 - Present
Job Wealth Management Consultant at 1st Global
Industry Financial Services
Experience
1st Global   September 2007 - Present
1st Global   2008 - 2012
Clark Consulting  October 2002 - September 2007

Skills
Life Insurance, Annuity Sales, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Universal Life, Whole Life, Variable Life, Asset Managment, Asset Allocation, Mutual Funds, ETFs, Portfolio Optimization, Wealth Management..., Retirement Planning, Investment Strategies, Insurance, Disability Insurance, Asset Management, Financial Services, Investments

Education
Texas Tech University   1994 — 1999
Bachelor's degree Management and Marketing, Marketing

Texas Tech University - Rawls College of Business   1994 — 1999
BBA, Marketing and Management

Shin Hsieh Shin Hsieh San Diego, California Details
Shin Hsieh's 1st Global Experience May 2005 - May 2006
Job Vice President at Wild Daisy Inc.
Industry Information Technology and Services
Experience
Wild Daisy Inc.   January 2014 - Present
Home  March 2010 - Present
www.neoskysoftware.com   June 2006 - February 2010
1st Global   May 2005 - May 2006
MedioStream   August 2000 - March 2003
ICL Fujitsu  November 1999 - July 2000
Sabre Holdings  January 1998 - November 1999
american institute of orthopaedic and Sports Medcine   December 1994 - July 1997

Skills
Software Development, ERP, Management, Business Intelligence, Leadership, Software Project..., Business Strategy, Microsoft SQL Server, .NET, Strategic Planning, Visual Studio, C#, Options, Hedge Funds, Trading Systems, SDLC

Education
The University of Texas at Arlington - College of Business Administration   1992 — 1994
MBA, MIS

Chenghai Middle School

Roxanne Smid Salmon Roxanne Smid Salmon Dallas, Texas Details
Roxanne Smid Salmon's 1st Global Experience July 2014 - Present
Job Director
Industry Financial Services
Experience
1st Global   July 2014 - Present
Wells Fargo Advisors  February 2014 - April 2014
Wells Fargo Advisors  January 2012 - January 2014
Wells Fargo Advisors  September 2009 - January 2012
Wells Fargo Advisors  January 2009 - September 2009
Wachovia Securities, LLC, a predecessor firm of Wells Fargo Advisors, LLC   May 2007 - January 2009
Prudential Securities and Wachovia Securities, LLC, predecessor firms of Wells Fargo Advisors, LLC   May 2000 - May 2007
Prudential Securities, a predecessor firm of Wells Fargo Advisors, LLC   September 1997 - May 2000

Skills
Leadership, Coaching / Learning &..., Risk Management, FINRA, Compliance, Operations, Relationship Management, Project Management, Auditing, Financial Services, Investments, Wealth Management, Equities, Mutual Funds, Retirement Planning, Series 7, Series 63, Series 65, Series 9/10

Education
Lincoln School of Commerce   1989 — 1991
Associate's degree

University of North Texas

University of Nebraska-Lincoln
Criminal Justice with minor in Psychology

Alexander Tollen Alexander Tollen Dallas/Fort Worth Area Details
Alexander Tollen's 1st Global Experience August 2010 - October 2011
Job Director of Client Development at The McGowanGroup Asset Management
Industry Financial Services
Experience
The McGowanGroup Asset Management   October 2011 - Present
1st Global   August 2010 - October 2011
EDI Financial   June 2004 - August 2010

Education
The University of Texas at Austin - Red McCombs School of Business   1992 — 1994
BBA Finance

RODNEY POLDRACK RODNEY POLDRACK Dallas/Fort Worth Area Details
RODNEY POLDRACK's 1st Global Experience August 2012 - November 2014
Job Director of Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
1st Global   August 2012 - November 2014
Penson   October 2010 - July 2012
Penson Financial Services  January 2007 - October 2010
Penson Financial Services  January 2006 - January 2007
Penson Financial Services  January 2005 - January 2006
Penson Financial Services  April 2003 - December 2005
Penson Financial Services  May 1999 - April 2003

Skills
Process Improvement, Vendor Management, Financial Services, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Back Office, Change Management, Cross-functional Team..., Disaster Recovery, Equities, FINRA, Financial Advisory, Management, Recruiting, Strategy, Mutual Funds, Options, PMO, Software Project..., Investments, Relationship Management, Project Management, Visio, Portfolio Management, Risk Management, Outsourcing, Requirements Analysis, Project Portfolio..., Investment Strategies, Team Leadership, Trading Systems, IT Strategy, SDLC, Fixed Income, Series 7, Business Strategy, Analysis, Banking, Team Building, Operations Management, Program Management, Management Consulting, Securities, PMP

Education
University of North Texas
Bachelor of Arts (BA), Psychology

Robert Jackson CFP®, CIMA®, CAIA® Robert Jackson CFP®, CIMA®, CAIA® Dallas/Fort Worth Area Details
Robert Jackson CFP®, CIMA®, CAIA®'s 1st Global Experience June 2012 - Present
Job Manager, Platform Consulting at 1st Global
Industry Investment Management
Experience
1st Global   June 2012 - Present
1st Global   May 2004 - June 2012
Undiscovered Managers, LLC   November 1998 - February 2004

Skills
Series 7, Mutual Funds, Wealth Management, Alternative Investments, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Financial Advisory, Asset Managment, Strategic Financial..., Investment Management, 401k, Retirement, Wealth Management..., Series 24, Hedge Funds, Separately Managed...

Education
The University of Dallas   1999 — 2001
MBA, Financial Services

University of North Texas   1994 — 1999
BBA, Marketing

Jenny (Lam) Perkinson, M.A. Jenny (Lam) Perkinson, M.A. Dallas/Fort Worth Area Details
Jenny (Lam) Perkinson, M.A.'s 1st Global Experience May 2015 - Present
Job Unified Choice Trader at 1st Global
Industry Investment Management
Experience
1st Global   May 2015 - Present
RR Donnelley  January 2015 - May 2015
Thayer & Co. Total Wealth Management   September 2014 - January 2015
The University of Dallas  July 2014 - September 2014
Placemark Investments  June 2012 - August 2013
Placemark Investments  May 2010 - June 2012
Scottrade  2007 - 2010

Skills
Securities, Series 7, Bloomberg, Equities, Series 63, TESOL, TEFL, TESL, Alternative Investments, Portfolio Management, Mutual Funds

Education
The University of Texas at Dallas   2008 — 2009
Master of Arts, International Business

The University of Texas at Dallas   2004 — 2008
Bachelor of Science, Double Major: Business Administration and Finance

Sheryl E Dial Sheryl E Dial Dallas/Fort Worth Area Details
Sheryl E Dial's 1st Global Experience March 2010 - February 2011
Job Sales Assistant at KR Wealth Management, LLC
Industry Financial Services
Experience
First Southwest Company  April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild   June 2009 - June 2011
1st Global   March 2010 - February 2011
UBS Financial Services Inc  May 2007 - March 2009
Smith Barney  September 2002 - May 2007
Morgan Stanley  March 2000 - September 2002
Merrill Lynch  April 1994 - March 2000

Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management

Education
The University of Texas at Austin   1973 — 1977
Textiles

Skyline High School   1970 — 1973
General, General

Ena Ukachi Ena Ukachi Washington D.C. Metro Area Details
Ena Ukachi's 1st Global Experience September 2007 - August 2009
Job AVPPortfolio Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  December 2012 - Present
Comerica Bank  June 2010 - December 2012
1st Global   September 2007 - August 2009

Skills
Financial Analysis, Portfolio Management

Education
The University of Texas at Dallas   2008 — 2010
Masters of Science in Accounting, Financial Statement Analysis

University of Alabama   2004 — 2007
Bachelors of Science in Finance, Corporate Finance

Dea Tso Dea Tso Dallas/Fort Worth Area Details
Dea Tso's 1st Global Experience November 2004 - Present
Job Software Developer at 1st Global
Industry Financial Services
Experience
1st Global   November 2004 - Present
VHA  2004 - 2004
EDS Group  July 2001 - October 2003
Sabre Holdings  October 1989 - July 2001

Education
University of North Texas
BS, Computer Science

Ashley Cross Ashley Cross Dallas/Fort Worth Area Details
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

Jim Debenport Jim Debenport Greater St. Louis Area Details
Jim Debenport's 1st Global Experience June 2011 - March 2013
Job Instructional Designer/Instructor
Industry E-Learning
Experience
Barry-Wehmiller Design Group  April 2013 - January 2015
1st Global   June 2011 - March 2013
Parkway School District  October 2010 - May 2011
Compuware  February 1996 - March 2010

Skills
ADDIE, Instructor-led Training, Needs Analysis, Blended Learning, Learning Management, SnagIt, E-Learning, Learning Management..., Training Delivery, Adult Learning Theory, Job Aids, Adult Education, Hands-on Training, Technical Writing, ILT, Instructional Design, Brainshark, WavePad Sound Editor, PowerPoint, Technical Training, Training, Business Analysis, Project Management, Leadership, Quality Assurance, Employee Training

Education
University of Missouri-Columbia
Bachelor of Arts (BA), Mathematics

Chad Cody Chad Cody Dallas/Fort Worth Area Details
Chad Cody's 1st Global Experience 2008 - 2009
Job Senior Manager, Global Data Services
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Fidelity Investments  February 2014 - May 2015
TD Ameritrade  March 2011 - May 2013
R.W. Smith   August 2009 - August 2010
1st Global   2008 - 2009

Skills
Series 7, Series 66, Series 24, Series 53, Trading, Sales, Management, Financial Services, Securities, FINRA, MSRB, Municipal Bonds, Government Bonds, Uniform Combined State..., Series 63, Fixed Income

Education
Texas Christian University - M.J. Neeley School of Business   2000 — 2001
BS, Finance

Joshlyn-Monique Henderson Joshlyn-Monique Henderson Dallas/Fort Worth Area Details
Joshlyn-Monique Henderson's 1st Global Experience August 2015 - Present
Job Talent Acquisitions
Industry Retail
Experience
1st Global   August 2015 - Present
FleetPride  September 2014 - March 2015
7-Eleven  January 2014 - September 2014
Fossil  April 2012 - September 2013
JCPenney  December 2011 - April 2012
University of Phoenix  February 2010 - December 2011
Shelton Ogle   2008 - 2010
Delta Dallas  January 2006 - April 2008

Skills
Resourceful, Team Building, Attention To Detail, Human Resources, Process Scheduler, Applicant Tracking..., Recruiting, Management, Multi Tasking, Training, Public Speaking, Leadership, Sourcing, Talent Acquisition, Time Management, Hiring, College Recruiting, Employee Training, Interviews, Customer Service, Microsoft Office

Education
University of Phoenix   2011 — 2012
Master of Arts Degree, Education and Adult Training

University of Phoenix   2003 — 2005
Masters Degree, Organizational Management

Texas Woman's University   1998 — 2002
Bachelors, Psychology

Kirk McKenzie Kirk McKenzie Greater Omaha Area Details
Kirk McKenzie's 1st Global Experience September 2004 - July 2006
Job DTC Specialist Sales and Solutions at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  October 2012 - Present
Pacific Life  March 2011 - June 2011
TD Ameritrade  2006 - 2009
1st Global   September 2004 - July 2006
Reef Securities Inc   March 2004 - June 2004
Morgan Spaulding Inc   November 2002 - October 2003
Fidelity Investments  April 2002 - August 2002
Ameritrade Holding Corporation  June 1999 - April 2001
New York Life Insurance Company  July 1992 - May 1999

Skills
Trading, Mutual Funds, Securities, Series 63, Fixed Annuities, Investments

Education
University of Nebraska at Kearney   1987 — 1991
Bachelor of Science, Business Administration/Finance Major

Chris Odle, CFP® Chris Odle, CFP® Jacksonville, Florida Details
Chris Odle, CFP®'s 1st Global Experience January 2008 - December 2011
Job Director of Wealth Management at Masters Smith & Wisby
Industry Financial Services
Experience
Masters Smith & Wisby   January 2012 - Present
1st Global   January 2008 - December 2011

Skills
Wealth Management, Financial Advisory, Investments, Mutual Funds, Series 7, Retirement Planning, 401k, Asset Allocation, Asset Management, Financial Planners, Financial Planning, Financial Services, Investment Strategies, Investment Advisory, Retirement, Securities, Series 63, Wealth Management..., Series 24

Education
University of North Texas
Finance

Richard Graff Richard Graff Dallas/Fort Worth Area Details
Richard Graff's 1st Global Experience August 2013 - Present
Job Software Developer at 1st Global
Industry Defense & Space
Experience
1st Global   August 2013 - Present
L-3 Communications  June 2011 - July 2013

Skills
Software Engineering, Testing, Software Development, Active Directory, SharePoint, Visio, C, Software Documentation, Windows Server, Java, MS Project, SQL, Program Management, Requirements Analysis, Troubleshooting, Information Technology

Education
Texas A&M University-Commerce   2010 — 2011
Bachelor of Science (B.S.), Computer Science

Texas A&M University-Commerce   2001 — 2005
Bachelor of Science (B.S.), Mathematics

Hiren Bhakta Hiren Bhakta Atlanta, Georgia Details
Hiren Bhakta's 1st Global Experience June 2013 - December 2013
Job Senior Compliance Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  December 2013 - Present
1st Global   June 2013 - December 2013
Apex Clearing  July 2012 - June 2013
Penson Financial Services  March 2000 - July 2012

Skills
Securities, Series 7, Series 63, Trading, Options, Back Office, Equities, Series 24, Relationship Management, Mutual Funds, Financial Services, Fixed Income, Series 66, Electronic Trading, Equity Trading, FINRA, Investments, Risk Management, Trading Systems, Uniform Combined State...

Education
The University of Texas at Arlington   2000 — 2003
Master of Business Administration (MBA), General

The University of Texas at Austin   1995 — 1999
Bachelor of Arts (B.A.), Econ

Rion Walker Rion Walker Dallas, Texas Details
Rion Walker's 1st Global Experience November 2012 - August 2014
Job Senior Corporate Development Analyst at Omnitracs
Industry Financial Services
Experience
Omnitracs  August 2014 - Present
1st Global   November 2012 - August 2014
FXCM  January 2010 - November 2012
Fidelity Investments  May 2007 - January 2009
TD Ameritrade  November 2006 - April 2007

Skills
Trading, Derivatives, Investments, Electronic Trading, Product Development, Testing, Capital Markets, Product Launch, Policy Analysis, Financial & Operational..., Mergers & Acquisitions, Securities, Financial Markets, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Options, Risk Management

Education
University of North Texas   2004 — 2006
Bachelor of Business Administration (BBA), Finance, General

Tarrant County College   2000 — 2002
Associate of Arts (A.A.), Humanities/Humanistic Studies

Cindy Gourd Cindy Gourd Trenton, Texas Details
Cindy Gourd's 1st Global Experience October 2012 - Present
Job DirectorContinuous Improvement & Resolution Support at 1st Global
Industry Financial Services
Experience
1st Global   October 2012 - Present
1st Global   October 2011 - October 2012
1st Global   August 2005 - October 2011
LD Lowe Sr. Wealth Advisory   August 2003 - August 2005

Skills
Conitinous Impovements, Microsoft Office, Transfer of Assets, Cashiering, Resolution Support, Project Management, Team Building, FINRA, CIP, OFAC, Audit Review, Wealth Management, Series 7, Investments, Mutual Funds, Series 24, Financial Services, Securities, Leadership

Education
University of Arkansas at Fayetteville   1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

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