Acacia Financial Group
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Acacia Financial Group Employees
Employee
Years
Job
Industry
Lester Bernard, CLU, ChFC Lester Bernard, CLU, ChFC's Acacia Financial Group Experience January 1996 - Present
Job Chartered Financial Consultant ( ChFC ) at Acacia Financial Group
Industry Financial Services
Experience
Acacia Financial Group January 1996 - Present
Principal Financial Group 1991 - 2003
Skills
Estate Planning, Life and Disability..., Qualified Retirement...
Education
The American College 1975 — 1985
CLU and ChFC, Estate and Financial Planning
Louisiana State University 1961 — 1965
B.S., Chemistry/Zoology
Acacia Financial Group January 1996 - Present
Principal Financial Group 1991 - 2003
Skills
Estate Planning, Life and Disability..., Qualified Retirement...
Education
The American College 1975 — 1985
CLU and ChFC, Estate and Financial Planning
Louisiana State University 1961 — 1965
B.S., Chemistry/Zoology
Ted Geer Ted Geer's Acacia Financial Group Experience August 2014 - Present
Job Policy Manager at Greater Houston Partnership
Industry Public Policy
Experience
Greater Houston Partnership October 2014 - Present
Acacia Financial Group August 2014 - Present
Acacia Financial Group February 2013 - September 2014
Treasurer of State of Ohio June 2011 - February 2013
Columbus Chamber January 2011 - June 2011
Cato Institute June 2010 - August 2010
Skills
Public Policy, Economics, Non-profits, Data Analysis, Research, Analysis, Strategic Planning, Microsoft Office, Editing, Finance, Financial Analysis, Statistics, Economic Development, Budgets, Nonprofits, Policy Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Economics, Statistics
Greater Houston Partnership October 2014 - Present
Acacia Financial Group August 2014 - Present
Acacia Financial Group February 2013 - September 2014
Treasurer of State of Ohio June 2011 - February 2013
Columbus Chamber January 2011 - June 2011
Cato Institute June 2010 - August 2010
Skills
Public Policy, Economics, Non-profits, Data Analysis, Research, Analysis, Strategic Planning, Microsoft Office, Editing, Finance, Financial Analysis, Statistics, Economic Development, Budgets, Nonprofits, Policy Analysis
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Economics, Statistics
Steve Staiman Steve Staiman's Acacia Financial Group Experience January 1986 - January 1988
Job Director of OperationsBurger King
Industry Food & Beverages
Experience
Hometown Folks, LLC., Burger King Franchisee January 2013 - Present
Krystal Company November 2011 - December 2012
The Krystal Company November 2008 - November 2011
ATL Pizza Inc August 2005 - October 2008
Cowabunga, Inc March 2001 - July 2005
Treacy Enterprises, Inc November 1997 - February 2001
Domino's Pizza Team Washington May 1992 - October 1997
Domino's Pizza Team Washington January 1988 - January 1992
Acacia Financial Group January 1986 - January 1988
The Calvert Group January 1984 - January 1986
Skills
Profit, Franchising, Leadership, Customer Satisfaction, Training, Business Planning, Sales, Retail, Budgets, Marketing, Human Resources, New Business Development, P&L, Operations Management, Inventory Control, Food Service, Aquisition, Restaurant Management, Food, Customer Service, Multi-unit, Management, Restaurants, Franchise Consulting, Hiring, Food & Beverage, Inventory Management, Catering, Multi-Unit, Team Building, Strategic Planning, Hospitality, Time Management, P&L Management, Coaching
Education
Old Dominion University
BSBA, Finance
Hometown Folks, LLC., Burger King Franchisee January 2013 - Present
Krystal Company November 2011 - December 2012
The Krystal Company November 2008 - November 2011
ATL Pizza Inc August 2005 - October 2008
Cowabunga, Inc March 2001 - July 2005
Treacy Enterprises, Inc November 1997 - February 2001
Domino's Pizza Team Washington May 1992 - October 1997
Domino's Pizza Team Washington January 1988 - January 1992
Acacia Financial Group January 1986 - January 1988
The Calvert Group January 1984 - January 1986
Skills
Profit, Franchising, Leadership, Customer Satisfaction, Training, Business Planning, Sales, Retail, Budgets, Marketing, Human Resources, New Business Development, P&L, Operations Management, Inventory Control, Food Service, Aquisition, Restaurant Management, Food, Customer Service, Multi-unit, Management, Restaurants, Franchise Consulting, Hiring, Food & Beverage, Inventory Management, Catering, Multi-Unit, Team Building, Strategic Planning, Hospitality, Time Management, P&L Management, Coaching
Education
Old Dominion University
BSBA, Finance
Gerald (Jerry) Kopecky Gerald (Jerry) Kopecky's Acacia Financial Group Experience February 2012 - March 2014
Job IT IBM/SAP Cloud Architect
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IT Leaders in ERP Application Integration in Richmond, Virginia Area 2013 - Present
Industrial Finishing Services October 2014 - March 2015
Acacia Financial Group February 2012 - March 2014
Blue Marlin Systems January 2010 - May 2013
Independent Solution Architect January 2009 - December 2009
IBM March 2008 - December 2008
IBM October 2004 - February 2008
IBM October 1995 - October 2004
IBM Global Services 1995 - 2004
Skills
Project Management, Integration, ERP, Business, Business Intelligence, Performance Tuning, SAP, Strategy, Solution Architecture, Technology Architecture, Integration Architecture, Integration Strategies, Integration Development, SOA Governance, Applications, Applications Delivery, Application Architecture, Data Warehousing, Master Data, EDI, Enterprise Architecture, Software Project..., Project Risk, Supply Chain, Technology, Business Intelligence..., Dashboard Metrics, Software Development..., Testing, Test Planning, Business Continuity, Disaster Recovery, Business Process, Business Transformation, Enterprise Software, IT Strategy, Management, Outsourcing, Program Management, Project Portfolio..., SDLC
Education
University of Colorado Boulder 1974 — 1976
Master's degree, Public Administration
University of Colorado Boulder 1970 — 1974
Bachelor's degree, Psychology
IBM July 2015 - Present
IT Leaders in ERP Application Integration in Richmond, Virginia Area 2013 - Present
Industrial Finishing Services October 2014 - March 2015
Acacia Financial Group February 2012 - March 2014
Blue Marlin Systems January 2010 - May 2013
Independent Solution Architect January 2009 - December 2009
IBM March 2008 - December 2008
IBM October 2004 - February 2008
IBM October 1995 - October 2004
IBM Global Services 1995 - 2004
Skills
Project Management, Integration, ERP, Business, Business Intelligence, Performance Tuning, SAP, Strategy, Solution Architecture, Technology Architecture, Integration Architecture, Integration Strategies, Integration Development, SOA Governance, Applications, Applications Delivery, Application Architecture, Data Warehousing, Master Data, EDI, Enterprise Architecture, Software Project..., Project Risk, Supply Chain, Technology, Business Intelligence..., Dashboard Metrics, Software Development..., Testing, Test Planning, Business Continuity, Disaster Recovery, Business Process, Business Transformation, Enterprise Software, IT Strategy, Management, Outsourcing, Program Management, Project Portfolio..., SDLC
Education
University of Colorado Boulder 1974 — 1976
Master's degree, Public Administration
University of Colorado Boulder 1970 — 1974
Bachelor's degree, Psychology
Eileen Pugh's Acacia Financial Group Experience 1987 - 1990
Job Consultant
Industry Executive Office
Experience
Consultant November 2006 - Present
Volunteer Prince William 2010 - 2013
Crohn's & Colitis Foundation of America 2007 - October 2010
American Red Cross 1999 - 2002
Portsmouth Schools Foundation 1993 - 1998
Acacia Financial Group 1987 - 1990
The Vanguard Group 1984 - 1987
Skills
Non-profits, Fundraising, Organizational..., Program Management, Budgets, Strategic Planning, Leadership Development, Board Development, Leadership, Grants, Event Management, Strategy, Government, Philanthropy, Training, Nonprofits, Management, Community Outreach, Marketing Strategy, Policy, Non-profit..., Event Planning, Grant Writing, Public Speaking, Marketing, Program Development, Staff Development, Annual Giving, Volunteer Management, Recruiting, Community Development, Stewardship, Research, Project Planning, Proposal Writing, Public Relations, Human Resources, Economic Development, Program Evaluation, Non-profit Board..., Public Policy, Strategic Communications, Planned Giving, Conflict Resolution, Newsletters, Fundraisers, Media Relations, Mergers & Acquisitions
Education
Immaculata University 1983 — 1987
Exeter
Consultant November 2006 - Present
Volunteer Prince William 2010 - 2013
Crohn's & Colitis Foundation of America 2007 - October 2010
American Red Cross 1999 - 2002
Portsmouth Schools Foundation 1993 - 1998
Acacia Financial Group 1987 - 1990
The Vanguard Group 1984 - 1987
Skills
Non-profits, Fundraising, Organizational..., Program Management, Budgets, Strategic Planning, Leadership Development, Board Development, Leadership, Grants, Event Management, Strategy, Government, Philanthropy, Training, Nonprofits, Management, Community Outreach, Marketing Strategy, Policy, Non-profit..., Event Planning, Grant Writing, Public Speaking, Marketing, Program Development, Staff Development, Annual Giving, Volunteer Management, Recruiting, Community Development, Stewardship, Research, Project Planning, Proposal Writing, Public Relations, Human Resources, Economic Development, Program Evaluation, Non-profit Board..., Public Policy, Strategic Communications, Planned Giving, Conflict Resolution, Newsletters, Fundraisers, Media Relations, Mergers & Acquisitions
Education
Immaculata University 1983 — 1987
Exeter
Siamac Afshar's Acacia Financial Group Experience May 2006 - Present
Job Vice President Quantitative Strategies at Acacia Financial Group
Industry Financial Services
Experience
Acacia Financial Group May 2006 - Present
Acacia Financial Group May 2006 - December 2010
Public Financial Management July 2004 - April 2006
Public Financial Management August 2002 - July 2004
Skills
Financial Modeling, Data Analysis, Public Finance, Capital Markets, Financial Analysis, Bonds, Quantitative Analytics, Cash Flow Forecasting, Investments, Financial Markets, Valuation, Portfolio Management, Investment Banking, Structured Finance, Financial Structuring, Securities, Bloomberg, Alternative Investments, Fixed Income, Credit Analysis, Derivatives, Project Finance, Investment Management, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Finance
Buckingham Browne & Nichols
High School
Acacia Financial Group May 2006 - Present
Acacia Financial Group May 2006 - December 2010
Public Financial Management July 2004 - April 2006
Public Financial Management August 2002 - July 2004
Skills
Financial Modeling, Data Analysis, Public Finance, Capital Markets, Financial Analysis, Bonds, Quantitative Analytics, Cash Flow Forecasting, Investments, Financial Markets, Valuation, Portfolio Management, Investment Banking, Structured Finance, Financial Structuring, Securities, Bloomberg, Alternative Investments, Fixed Income, Credit Analysis, Derivatives, Project Finance, Investment Management, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Finance
Buckingham Browne & Nichols
High School
Christine Ashley Hawkins's Acacia Financial Group Experience June 2010 - May 2012
Job Investment Associate at University of Pennsylvania
Industry Financial Services
Experience
University of Pennsylvania January 2015 - Present
University of Pennsylvania May 2012 - December 2014
Acacia Financial Group June 2010 - May 2012
Federal Deposit Insurance Corporation May 2008 - August 2008
Skills
Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Legal Studies
University of Pennsylvania January 2015 - Present
University of Pennsylvania May 2012 - December 2014
Acacia Financial Group June 2010 - May 2012
Federal Deposit Insurance Corporation May 2008 - August 2008
Skills
Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Legal Studies
Cedric Concon's Acacia Financial Group Experience October 2003 - December 2007
Job IS Administrator II at City and County of San Francisco
Industry Information Technology and Services
Experience
City and County of San Francisco Dept. of Emergency Management February 2012 - Present
Novartis Vaccines and Diagnostics January 2010 - June 2011
Chevron October 2008 - January 2010
E. & J. Gallo Winery December 2007 - October 2008
Acacia Financial Group October 2003 - December 2007
E. & J. Gallo Winery June 2003 - November 2003
Digital Impact January 2000 - June 2002
CompuCom July 1997 - June 2000
Tecknow Systems Inc. December 1995 - July 1997
Ceridian 1991 - 1993
Skills
Troubleshooting, System Administration, IT Management, Data Center, Technical Support, Project Management, Servers, Vendor Management, Management, Networking, XP, System Deployment, Enterprise Software, IT Operations, Microsoft Exchange, Service Delivery, Windows XP, Help Desk Support, Life Coaching, Team Building
Education
San Francisco State University
BUSINESS ADMINISTRATION WITH EMPHASIS IN MARKETING
City College of San Francisco
General Education Requirements
Sacred Heart High School
General Education
City and County of San Francisco Dept. of Emergency Management February 2012 - Present
Novartis Vaccines and Diagnostics January 2010 - June 2011
Chevron October 2008 - January 2010
E. & J. Gallo Winery December 2007 - October 2008
Acacia Financial Group October 2003 - December 2007
E. & J. Gallo Winery June 2003 - November 2003
Digital Impact January 2000 - June 2002
CompuCom July 1997 - June 2000
Tecknow Systems Inc. December 1995 - July 1997
Ceridian 1991 - 1993
Skills
Troubleshooting, System Administration, IT Management, Data Center, Technical Support, Project Management, Servers, Vendor Management, Management, Networking, XP, System Deployment, Enterprise Software, IT Operations, Microsoft Exchange, Service Delivery, Windows XP, Help Desk Support, Life Coaching, Team Building
Education
San Francisco State University
BUSINESS ADMINISTRATION WITH EMPHASIS IN MARKETING
City College of San Francisco
General Education Requirements
Sacred Heart High School
General Education