Acacia Group
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Acacia Group Employees
VIP Insurance Services July 2015 - Present
The Moran Group August 2011 - Present
The Moran Group August 2011 - July 2013
Unique Building Concepts August 2005 - 2013
Acacia Group December 1993 - January 2003
Skills
College Funding..., Retirement Planning, Personal Financial..., Investment Strategies, Risk Reduction..., Guaranteed Income..., Retirement Income..., Tax Reduction Strategies, Insurance, Management, Retirement, Financial Services, Tax, Estate Planning, Leadership, Strategic Financial..., Wealth Management, Wealth, Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Investments, Securities, Brokers, Universal Life, Executive Management, Underwriting, Sales, Marketing, Marketing Strategy, Strategic Planning, New Business Development
Education
Santa Clara University 1980 — 1984
Bachelor's degree, History
Brophy College Preparatory 1976 — 1980
High School College Preparatory School Degree
Barker HR Consulting October 2013 - Present
First Potomac Realty Trust November 2004 - October 2013
Acacia Group 2001 - 2004
Commerce One 2000 - 2001
Four Seasons Hotels and Resorts May 1985 - March 2000
Skills
Deferred Compensation, Talent Acquisition, HRIS, Employee Benefits, Human Resources, Succession Planning, Recruiting, Performance Management, Employee Engagement, Strategic Planning, Budgets, Leadership Development, HR Consulting, Employment Law, Management, Mergers, Coaching, Team Building, Negotiation, Employee Relations
Education
Rice University 1981 — 1985
BA, Political Science
Rice University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
State of Maryland May 2009 - Present
H&R Block 1997 - 2008
Acacia Group December 1990 - June 1997
Kidder Peabody February 1985 - July 1989
Merrill Lynch August 1980 - February 1985
Skills
Coaching, Strategic Planning, Training, Conflict Resolution, Strategic Financial..., Financial Planners, Investments, Public Speaking, Customer Service, Leadership, Team Building, Contract Negotiation, Account Management, Change Management, Sales Management, Microsoft Office, Inventory Management, Sales, Recruiting, Microsoft Word, Team Leadership, Negotiation, Retail, Management, Budgets, Sales Process, Human Resources, Performance Management, Cross-functional Team...
Education
Colgate University 1971 — 1975
BA, History
Horace Greeley HS 1967 — 1971
Diploma, General Studies
Investment Advisor Representative at First Allied Advisory Services, Inc. June 2008 - Present
Cummings Financial Group 2006 - Present
Cummings, Optekamp & Page 2003 - 2006
Aegis Risk Management 1998 - 2003
Acacia Group 1987 - 1998
AIM Management (now INVESCO AIM) 1986 - 1987
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Securities, Pensions, Investment Advisory, Investment Strategies, Asset Allocation, Retirement, Financial Goals, Fixed Annuities, Mutual Funds, Asset Managment
Education
Duquesne University 1971 — 1977
BS and MM
Duquesne University
BS & MM
Acacia Group January 2003 - Present
DuSable Communications International, LLC November 2009 - Present
Vector One Strategic Solutions, Inc. February 2005 - March 2006
The Foster Group 2001 - 2003
EDS 1999 - 2001
Skills
Business Analysis, Go-to-market Strategy, New Business Development, IT Strategy, Strategic Partnerships, Disaster Recovery, Process Improvement, Cloud Computing, SaaS, Infrastructure..., Data Center, Vendor Management, Team Building, Change Management, Solution Selling, IT Outsourcing, Strategic Planning, Business Continuity, Telecommunications, Professional Services, Business Development, Managed Services, Project Management, Program Management, Security, IT Management, Information Technology, Management, Business Alliances, Management Consulting, Sales, Enterprise Architecture, Storage, Mergers & Acquisitions, Executive Management, IP, Business Process..., Enterprise Software, Business Intelligence, Co-location, Start-ups, Product Management, Channel Partners, Outsourcing, Consulting, Integration, Strategy, Infrastructure, Sales Enablement, Network Security
Education
The Ohio State University 1968 — 1972
University of Cincinnati
Mechnical Engineering
SMS/800, Inc. August 2014 - Present
ARC January 2010 - July 2014
AOL April 2004 - January 2010
Legal & General 2001 - 2003
Ameritas 2000 - 2001
Acacia Group 1989 - 1999
Skills
Project Management, Software Documentation, Customer Support, Leadership, Budgets, Quality Control, Strategy, Programming, Microsoft Office, Customer Service, Insurance, Acquisitions, COBOL, Mergers
Education
Marietta College
Bachelor of Science (B.S.), Mathematics and Computer Science
Vector Financial Advisors, LLC January 2008 - Present
U.S. Public Company Accounting Oversight Board (PCAOB) January 2003 - October 2006
Vector Recovery Group January 1999 - March 2003
Acacia Group 1986 - 1999
Skills
Investment Management, Auditing, Accounting, Investments, Management, Finance, Strategic Financial..., Financial Analysis, Employee Benefits, Strategic Planning, Due Diligence, Restructuring, Financial Advisory, Leadership, Change Management
Education
Georgetown University 1991 — 1995
Master
Florida International University
Master
The REAL Insurance Lady May 2005 - Present
Student Nurse January 2010 - December 2010
NTR October 2008 - April 2009
AIPA, LLC 2005 - 2008
Acacia Group 2002 - 2005
Alta Vista 2001 - 2001
eGain Communications 2000 - 2001
Lawson Software 1998 - 2000
Contract Consultant 1996 - 1998
Microsoft Corporation 1992 - 1996
Skills
Salesforce.com, Solution Selling, Professional Services, Strategy, Customer Service, New Business Development, SaaS, Start-ups, Enterprise Software, Negotiation, Business Development, Management, Program Management, CRM, Sales, Project Management, Account Management, Change Management, Sales Process, Team Leadership, Leadership, Sales Management, Selling
Education
University of Houston-Victoria 2010 — 2010
Bachelors of Science, Nursing, Nursing
University of North Texas
BBA, Marketing
National Association of Insurance Commissioners July 2012 - Present
Gerard Actuarial Consultants December 2011 - July 2012
Ullico Inc. November 1999 - December 2011
Acacia Group March 1983 - October 1999
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Actuarial Science
Lone Star Advisory Group 2004 - Present
Acacia Group 1996 - 2004
Skills
Wealth, Retirement Planning, Retirement, Investments, Life Insurance, Estate Planning, Strategic Financial..., Term Life Insurance, Disability Insurance, Financial Planners, IRAs, Investment Strategies, Long-term Care, Small Business, Mutual Funds, Wealth Management, Financial Planning
Education
The George Washington University
MA