Advisor Group
Description
Advisor Group is an Independent Broker-Dealer as of May 2016 as the result of AIG's sale of Advisor Group to Lightyear Capital, a private equity firm specializing in financial services investing, and PSP Investments. CEO: Jamie Price (Nov 14, 2016–) Subsidiaries: ROYAL ALLIANCE ASSOCIATES INC, Parent organization: Advisor Group Holdings, Inc.
Advisor Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisor Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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20 Advisor Group employees in database. Find out everything there's to know about Advisor Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advisor Group Employees
Employee
Years
Job
Industry
Jarrod Gold Jarrod Gold's Advisor Group Experience April 2007 - July 2010
Job Director of Communications at EMSI
Industry Marketing and Advertising
Experience
EMSI August 2011 - Present
ON THE MARK, Inc./ON THE MARK-UK, Ltd June 2010 - September 2011
Advisor Group April 2007 - July 2010
Insurers Administrative Corporation 2001 - 2007
Skills
Social Media, Marketing Communications, Marketing Strategy, Online Marketing, Public Relations, Social Media Marketing, Email Marketing, SEO, Social Networking, Public Speaking, Customer Relations, Advertising, Budget Management, Strategic Planning, Website Development, Process Improvement, Writing, Change Management, Internal Communications, Corporate Communications, Marketing Management, PowerPoint, Direct Marketing, Copywriting, Customer Service, Content Management, Business Strategy, Digital Marketing, Microsoft Office, Research, Negotiation, Merger Communications, Intranet Strategy, Change Communication, Electronic Newsletters, Print Publications, External Marketing, Crisis Communications, Message Development, Change Management..., Marketing, Budgets, Newsletters, Mergers & Acquisitions, Recruiting, Sales, Creative Direction, Integrated Marketing, Strategy, Strategic Communications
Education
University of Arizona 2006 — 2009
M.A., Information Resources
Arizona State University 1994 — 1998
B.S., Communication
EMSI August 2011 - Present
ON THE MARK, Inc./ON THE MARK-UK, Ltd June 2010 - September 2011
Advisor Group April 2007 - July 2010
Insurers Administrative Corporation 2001 - 2007
Skills
Social Media, Marketing Communications, Marketing Strategy, Online Marketing, Public Relations, Social Media Marketing, Email Marketing, SEO, Social Networking, Public Speaking, Customer Relations, Advertising, Budget Management, Strategic Planning, Website Development, Process Improvement, Writing, Change Management, Internal Communications, Corporate Communications, Marketing Management, PowerPoint, Direct Marketing, Copywriting, Customer Service, Content Management, Business Strategy, Digital Marketing, Microsoft Office, Research, Negotiation, Merger Communications, Intranet Strategy, Change Communication, Electronic Newsletters, Print Publications, External Marketing, Crisis Communications, Message Development, Change Management..., Marketing, Budgets, Newsletters, Mergers & Acquisitions, Recruiting, Sales, Creative Direction, Integrated Marketing, Strategy, Strategic Communications
Education
University of Arizona 2006 — 2009
M.A., Information Resources
Arizona State University 1994 — 1998
B.S., Communication
Julie Peoples Julie Peoples's Advisor Group Experience January 2008 - November 2014
Job Assistant Vice President Center of Excellence at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
Michael Aslanides Michael Aslanides's Advisor Group Experience 2000 - 2002
Job SVP Global Continuity of Business Program, Operations & Strategy at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
Symetra January 2014 - January 2015
Ernst & Young July 2007 - October 2013
Robert Bosch 2006 - 2007
Electronic Data Systems 2004 - 2006
Advisor Group 2000 - 2002
Skills
Requirements Analysis, Risk Management, Internal Audit, Auditing, IT Audit, Business Analysis, Integration, Project Management, Management Consulting, Business Planning, Process Improvement, Sarbanes-Oxley Act, Business Strategy, Information Security..., Internal Controls, Business Process..., Business Process, Business Continuity..., Enterprise Risk..., IT Strategy, CISA, Information Technology, Financial Risk, Information Security, Business Continuity, ISO 27001, Governance, COBIT, Risk Assessment, Operational Risk..., IT Risk Management, Sarbanes-Oxley, Business Process..., IT Management, PCI DSS
Education
University of Leicester 2004 — 2007
MBA
Bangor University 1996 — 2000
BSc
Citi February 2015 - Present
Symetra January 2014 - January 2015
Ernst & Young July 2007 - October 2013
Robert Bosch 2006 - 2007
Electronic Data Systems 2004 - 2006
Advisor Group 2000 - 2002
Skills
Requirements Analysis, Risk Management, Internal Audit, Auditing, IT Audit, Business Analysis, Integration, Project Management, Management Consulting, Business Planning, Process Improvement, Sarbanes-Oxley Act, Business Strategy, Information Security..., Internal Controls, Business Process..., Business Process, Business Continuity..., Enterprise Risk..., IT Strategy, CISA, Information Technology, Financial Risk, Information Security, Business Continuity, ISO 27001, Governance, COBIT, Risk Assessment, Operational Risk..., IT Risk Management, Sarbanes-Oxley, Business Process..., IT Management, PCI DSS
Education
University of Leicester 2004 — 2007
MBA
Bangor University 1996 — 2000
BSc
Sarah Cunningham-Scharf's Advisor Group Experience September 2014 - Present
Job Intern at Marketing Mag
Industry Writing and Editing
Experience
Marketing Mag May 2015 - Present
Advisor Group September 2014 - Present
Wellspring Productions 2012 - Present
Freelance 2012 - Present
Rogers Publishing May 2014 - August 2014
Magazines Canada December 2012 - December 2012
The Town of Richmond Hill January 2012 - June 2012
Skills
Journalism, Copywriting, Editing, Copy Editing, Blogging, Cpr Certified, First Aid, Magazines, Politics, Web Content Management, Proofreading, Press Releases, Editorial, Publishing, Publications, Online Publishing, Feature Articles, Newsletters, Social Media
Education
Ryerson University 2013 — 2017
Bachelor of Journalism, Journalism
Alexander Mackenzie H.S. 2008 — 2012
Marketing Mag May 2015 - Present
Advisor Group September 2014 - Present
Wellspring Productions 2012 - Present
Freelance 2012 - Present
Rogers Publishing May 2014 - August 2014
Magazines Canada December 2012 - December 2012
The Town of Richmond Hill January 2012 - June 2012
Skills
Journalism, Copywriting, Editing, Copy Editing, Blogging, Cpr Certified, First Aid, Magazines, Politics, Web Content Management, Proofreading, Press Releases, Editorial, Publishing, Publications, Online Publishing, Feature Articles, Newsletters, Social Media
Education
Ryerson University 2013 — 2017
Bachelor of Journalism, Journalism
Alexander Mackenzie H.S. 2008 — 2012
Larry W Burgess Larry W Burgess's Advisor Group Experience September 2005 - Present
Job Financial Advisor / Designer of Financial Strategies / Partner at Helmsman Financial Partners, LLP
Industry Financial Services
Experience
Helmsman Financial Partners, LLP September 1999 - Present
Advisor Group September 2005 - Present
Lincoln Financial Advisors September 1997 - September 1999
Sun Life Financial September 1986 - September 1995
West Texas Commodities / Tercel Securities January 1980 - September 1986
Center Plains Industries September 1976 - December 1979
Skills
Wealth Management, Estate Planning, Insurance, Securities, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Retirement Planning, Leadership, Retirement, FINRA, Bi-lingual in Spanish
Education
The American College 1991 — 1992
ChFC, CLU, Financial Services
Texas Tech University 1972 — 1976
BBA, Marketing
Helmsman Financial Partners, LLP September 1999 - Present
Advisor Group September 2005 - Present
Lincoln Financial Advisors September 1997 - September 1999
Sun Life Financial September 1986 - September 1995
West Texas Commodities / Tercel Securities January 1980 - September 1986
Center Plains Industries September 1976 - December 1979
Skills
Wealth Management, Estate Planning, Insurance, Securities, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Retirement Planning, Leadership, Retirement, FINRA, Bi-lingual in Spanish
Education
The American College 1991 — 1992
ChFC, CLU, Financial Services
Texas Tech University 1972 — 1976
BBA, Marketing
Melanie Tanaka Melanie Tanaka's Advisor Group Experience January 2002 - Present
Job Managing Director Legacy Financial Group LLC
Industry Financial Services
Experience
Legacy Financial Group LLC Torrance CA. January 2002 - Present
Advisor Group January 2002 - Present
Skills
Investment Advisory, Asset Management, Retirement Planning, Investments, Financial Planning
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Legacy Financial Group LLC Torrance CA. January 2002 - Present
Advisor Group January 2002 - Present
Skills
Investment Advisory, Asset Management, Retirement Planning, Investments, Financial Planning
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Steve McCullough Steve McCullough's Advisor Group Experience September 2003 - May 2009
Job Business Operations Manager / Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2012 - March 2015
Lincoln Financial Group April 2011 - July 2011
Advisor Group September 2003 - May 2009
Advisor Group June 1999 - October 2002
Resources Trust Company 1994 - 1998
Skills
Series 7, Series 24, Series 63
Education
Iowa State University
BA, Journalism/Mass Communication
Lincoln Financial Advisors April 2012 - March 2015
Lincoln Financial Group April 2011 - July 2011
Advisor Group September 2003 - May 2009
Advisor Group June 1999 - October 2002
Resources Trust Company 1994 - 1998
Skills
Series 7, Series 24, Series 63
Education
Iowa State University
BA, Journalism/Mass Communication
Vanessa Wallace Vanessa Wallace's Advisor Group Experience May 2009 - Present
Job Senior Accountant at Eric P Wallace, CPA
Industry Events Services
Experience
Brother Wolf July 2015 - Present
Eric P Wallace, CPA July 2015 - Present
Advisor Group May 2009 - Present
Pittsburgh Penguins October 2007 - Present
Solutions Landscapes and Designs, LLC January 2014 - July 2015
Perfectly Planned by Shari September 2012 - October 2013
Foundation Radiology Group August 2011 - April 2012
Fort Pitt Group May 2009 - August 2011
Pittsburgh Penguins May 2010 - August 2010
Skills
Quickbooks, Microsoft Office, Medical Software, PowerPoint, Microsoft Excel, Marketing, Budget, Project Planning, Event Planning, Microsoft Word, Outlook, Customer Service, Event Management, Fundraising, Public Relations, Research, Social Media, Editing, Strategic Planning, Management, Recruiting, Email Marketing, Budgets
Education
Duquesne University 2006 — 2011
Bachelors, Integrated Marketing Communication
Brother Wolf July 2015 - Present
Eric P Wallace, CPA July 2015 - Present
Advisor Group May 2009 - Present
Pittsburgh Penguins October 2007 - Present
Solutions Landscapes and Designs, LLC January 2014 - July 2015
Perfectly Planned by Shari September 2012 - October 2013
Foundation Radiology Group August 2011 - April 2012
Fort Pitt Group May 2009 - August 2011
Pittsburgh Penguins May 2010 - August 2010
Skills
Quickbooks, Microsoft Office, Medical Software, PowerPoint, Microsoft Excel, Marketing, Budget, Project Planning, Event Planning, Microsoft Word, Outlook, Customer Service, Event Management, Fundraising, Public Relations, Research, Social Media, Editing, Strategic Planning, Management, Recruiting, Email Marketing, Budgets
Education
Duquesne University 2006 — 2011
Bachelors, Integrated Marketing Communication
Romana King Romana King's Advisor Group Experience September 2007 - October 2008
Job Senior Editor and Real Estate Specialist at MoneySense
Industry Publishing
Experience
MoneySense Magazine June 2010 - Present
Self-employed December 2006 - Present
CI Top Broker (formerly known as Canadian Insurance Magazine) November 2008 - May 2010
Advisor Group September 2007 - October 2008
The Driver Magazine July 2003 - August 2007
NOW Magazine July 2001 - September 2001
GTA Today July 2000 - July 2001
Toronto Star 2000 - 2001
Tsunami Productions October 1999 - October 2000
INTERNSHIPSToronto Star May 2000 - June 2000
Skills
Investments, Insurance, Business Modeling, Publishing, Journalism, Print Marketing, Custom creative content, Real Estate, Real Estate Investment, Real Estate Finance, Tax, Personal Finance, Blogging, Writing, Editorial, Editing, Publications, Media Relations, Investment Properties, Real Estate Economics, Magazines, Social Media, Feature Articles, Management, Copy Editing, Newspapers
Education
Canadian Securities Institute
Canadian Securities Course, Finance and Financial Management Services
Ontario Real Estate Association 2008 — 2009
Real Estate Licence, Real Estate
University of Toronto 2003 — 2007
BA, Specialization in Political Science
Centennial College 1997 — 2000
Degree, Print Journalism
MoneySense Magazine June 2010 - Present
Self-employed December 2006 - Present
CI Top Broker (formerly known as Canadian Insurance Magazine) November 2008 - May 2010
Advisor Group September 2007 - October 2008
The Driver Magazine July 2003 - August 2007
NOW Magazine July 2001 - September 2001
GTA Today July 2000 - July 2001
Toronto Star 2000 - 2001
Tsunami Productions October 1999 - October 2000
INTERNSHIPSToronto Star May 2000 - June 2000
Skills
Investments, Insurance, Business Modeling, Publishing, Journalism, Print Marketing, Custom creative content, Real Estate, Real Estate Investment, Real Estate Finance, Tax, Personal Finance, Blogging, Writing, Editorial, Editing, Publications, Media Relations, Investment Properties, Real Estate Economics, Magazines, Social Media, Feature Articles, Management, Copy Editing, Newspapers
Education
Canadian Securities Institute
Canadian Securities Course, Finance and Financial Management Services
Ontario Real Estate Association 2008 — 2009
Real Estate Licence, Real Estate
University of Toronto 2003 — 2007
BA, Specialization in Political Science
Centennial College 1997 — 2000
Degree, Print Journalism
Jason Muchnick Jason Muchnick's Advisor Group Experience December 2009 - June 2014
Job Vice President of Advisor Sales at Incapital
Industry Financial Services
Experience
Incapital July 2014 - Present
Advisor Group December 2009 - June 2014
Advisor Group November 2005 - December 2009
Skills
Financial Advisory, Separately Managed..., Investment Advisory, Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Financial Services, Series 63, Uniform Combined State..., Series 6, FINRA, Series 65, Securities, Alternative Investments, ETFs
Education
Binghamton University 1996 — 1998
B.S., History
Nassau Community College 1993 — 1996
Liberal Arts Humanities and Social Sciences
Incapital July 2014 - Present
Advisor Group December 2009 - June 2014
Advisor Group November 2005 - December 2009
Skills
Financial Advisory, Separately Managed..., Investment Advisory, Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Financial Services, Series 63, Uniform Combined State..., Series 6, FINRA, Series 65, Securities, Alternative Investments, ETFs
Education
Binghamton University 1996 — 1998
B.S., History
Nassau Community College 1993 — 1996
Liberal Arts Humanities and Social Sciences
Dan Pirtle's Advisor Group Experience 2010 - Present
Job Vice President, Application Development at Advisor Group
Industry Computer Software
Experience
Advisor Group 2010 - Present
McKesson Corporation 2006 - 2009
Insight 1999 - 2006
Viasoft 1997 - 1999
Boeing 1991 - 1997
Lawrence Livermore National Laboratory 1981 - 1991
Skills
Scrum, Strategy, Program Management, Leadership, Project Management, IT Strategy, Business Analysis, Business Intelligence, Business Process, Management, Database Administration, Leadership Development, Process Improvement, SharePoint, Vendor Management, SDLC, Strategic Planning, Quality Assurance, Software Development, Team Leadership, Product Development, Agile Methodologies, Healthcare, Microsoft SQL Server
Education
Northern Arizona University
BSBA, Computer Information Systems
Seattle University
MBA, Management
Advisor Group 2010 - Present
McKesson Corporation 2006 - 2009
Insight 1999 - 2006
Viasoft 1997 - 1999
Boeing 1991 - 1997
Lawrence Livermore National Laboratory 1981 - 1991
Skills
Scrum, Strategy, Program Management, Leadership, Project Management, IT Strategy, Business Analysis, Business Intelligence, Business Process, Management, Database Administration, Leadership Development, Process Improvement, SharePoint, Vendor Management, SDLC, Strategic Planning, Quality Assurance, Software Development, Team Leadership, Product Development, Agile Methodologies, Healthcare, Microsoft SQL Server
Education
Northern Arizona University
BSBA, Computer Information Systems
Seattle University
MBA, Management
Lauren Lezak's Advisor Group Experience May 2010 - November 2014
Job Director, Senior Counsel, Pershing, LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company November 2014 - Present
Advisor Group May 2010 - November 2014
Fox Rothschild LLP November 2008 - April 2010
Riker Danzig et al January 2006 - October 2008
Dillon, Bitar & Luther LLC September 2003 - January 2006
Swidler Berlin Sheriff Friedman, LLP 2002 - 2003
Pinkerton Global Intelligence Services 1998 - 1998
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Research, Securities Law, Securities Litigation, FINRA, Securities Arbitration, Corporate Finance, Corporate Law, Securities Regulation, Securities, Legal Writing, Arbitration, Mediation, Courts
Education
Cornell Law School 1999 — 2002
J.D.
Susquehanna University 1995 — 1999
B.A.
Pershing, a BNY Mellon company November 2014 - Present
Advisor Group May 2010 - November 2014
Fox Rothschild LLP November 2008 - April 2010
Riker Danzig et al January 2006 - October 2008
Dillon, Bitar & Luther LLC September 2003 - January 2006
Swidler Berlin Sheriff Friedman, LLP 2002 - 2003
Pinkerton Global Intelligence Services 1998 - 1998
Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Research, Securities Law, Securities Litigation, FINRA, Securities Arbitration, Corporate Finance, Corporate Law, Securities Regulation, Securities, Legal Writing, Arbitration, Mediation, Courts
Education
Cornell Law School 1999 — 2002
J.D.
Susquehanna University 1995 — 1999
B.A.
Garth Thomas's Advisor Group Experience 2005 - 2007
Job Senior Director at Rogers Publishing
Industry Publishing
Experience
Rogers Publishing January 2015 - Present
Rogers Publishing September 2013 - Present
Rogers June 2007 - October 2013
Rogers Publishing June 2007 - October 2013
Canadian Investment Review 2007 - 2012
Advisor Group 2005 - 2007
Skills
Customer Relations, New Business Development, Marketing Communications, Strategic Planning, Sales Management, Marketing Strategy, B2B, Integrated Marketing, Customer Service, Marketing, Publishing, Advertising, Digital Strategy, Email Marketing, Social Media Marketing, Online Advertising, Digital Media, Digital Marketing, Market Research
Education
Trent University 1990 — 1995
Hon BA, Sociology Economics
Crescent School 1982 — 1990
Economics/Sociology
Rogers Publishing January 2015 - Present
Rogers Publishing September 2013 - Present
Rogers June 2007 - October 2013
Rogers Publishing June 2007 - October 2013
Canadian Investment Review 2007 - 2012
Advisor Group 2005 - 2007
Skills
Customer Relations, New Business Development, Marketing Communications, Strategic Planning, Sales Management, Marketing Strategy, B2B, Integrated Marketing, Customer Service, Marketing, Publishing, Advertising, Digital Strategy, Email Marketing, Social Media Marketing, Online Advertising, Digital Media, Digital Marketing, Market Research
Education
Trent University 1990 — 1995
Hon BA, Sociology Economics
Crescent School 1982 — 1990
Economics/Sociology
Pete McElroy's Advisor Group Experience June 2009 - Present
Job Licensing & Registration Coordinator at Advisor Group
Industry Staffing and Recruiting
Experience
Advisor Group June 2009 - Present
HRworks May 2005 - 2008
Claddagh Resources May 2004 - May 2005
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Creative Writing, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Project Management, Advertising, Editing, Journalism, Networking, Human Resources, Sales, Teamwork, Technical Recruiting, Temporary Placement
Education
The University of Georgia 1996 — 1998
Bachelors, Advertising, Journalism, 3.5 GPA
Kennesaw State University 1994 — 1996
Associates
Walton High School 1990 — 1994
High School Diploma
Advisor Group June 2009 - Present
HRworks May 2005 - 2008
Claddagh Resources May 2004 - May 2005
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Creative Writing, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Project Management, Advertising, Editing, Journalism, Networking, Human Resources, Sales, Teamwork, Technical Recruiting, Temporary Placement
Education
The University of Georgia 1996 — 1998
Bachelors, Advertising, Journalism, 3.5 GPA
Kennesaw State University 1994 — 1996
Associates
Walton High School 1990 — 1994
High School Diploma
Susan Benavides's Advisor Group Experience September 2005 - September 2014
Job Senior Investment Advisory Compliance Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2014 - Present
Advisor Group September 2005 - September 2014
Royal Alliance Associates 2003 - 2005
Royal Alliance Associates 2000 - 2003
Royal Alliance Associates 1999 - 2000
Royal Alliance Associates 1998 - 1999
Skills
Mutual Funds, Investments, Fixed Income, Portfolio Management, Investment Advisory, Management, Securities, AML, Insurance, Asset Managment, Wealth Management, Equities, Financial Services, Fixed Annuities, Risk Management, Outlook, Financial Advisory, Asset Management
Education
Borough of Manhattan Community College 1995 — 1998
AAS, General Business Management
AIG Advisor Group September 2014 - Present
Advisor Group September 2005 - September 2014
Royal Alliance Associates 2003 - 2005
Royal Alliance Associates 2000 - 2003
Royal Alliance Associates 1999 - 2000
Royal Alliance Associates 1998 - 1999
Skills
Mutual Funds, Investments, Fixed Income, Portfolio Management, Investment Advisory, Management, Securities, AML, Insurance, Asset Managment, Wealth Management, Equities, Financial Services, Fixed Annuities, Risk Management, Outlook, Financial Advisory, Asset Management
Education
Borough of Manhattan Community College 1995 — 1998
AAS, General Business Management
Cindy Posipanko's Advisor Group Experience 1998 - 2013
Job OSJ Compliance Officer
Industry Financial Services
Experience
Legacy~Crest Financial Group March 1998 - Present
FSC Securities Corporation 1998 - Present
Advisor Group 1998 - 2013
Main Line Financial Advisors July 2010 - October 2011
Philadelphia Saving Fund Society (PSFS) February 1977 - March 1987
PSFS 1977 - 1987
Education
La Salle University 2003 — 2005
BA, Organizational Dynamics
Legacy~Crest Financial Group March 1998 - Present
FSC Securities Corporation 1998 - Present
Advisor Group 1998 - 2013
Main Line Financial Advisors July 2010 - October 2011
Philadelphia Saving Fund Society (PSFS) February 1977 - March 1987
PSFS 1977 - 1987
Education
La Salle University 2003 — 2005
BA, Organizational Dynamics
Scott Heller's Advisor Group Experience May 1999 - March 2015
Job Associate Director Application Support at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2015 - Present
Advisor Group May 1999 - March 2015
Innovision Imaging, Inc. November 1995 - May 1999
Skills
Process Improvement, Change Management, Customer Service, Disaster Recovery, IT Management, Active Directory, Security, IIS, Project Management, Risk Management, Microsoft SQL Server, Software Documentation, Internal Audit, Troubleshooting, Business Analysis, Integration, SharePoint, Financial Risk, C#, Information Technology, Windows Server, SDLC, XP, SQL, Visio, System Administration, Vendor Management, Technical Support, ITIL, IT Strategy, Windows XP, Enterprise Architecture, Software Development
Education
University of Phoenix 2004 — 2005
Computer/Information Technology Administration and Management
DeVry University Phoenix 1991 — 1992
Computer Information Systems
AIG Advisor Group March 2015 - Present
Advisor Group May 1999 - March 2015
Innovision Imaging, Inc. November 1995 - May 1999
Skills
Process Improvement, Change Management, Customer Service, Disaster Recovery, IT Management, Active Directory, Security, IIS, Project Management, Risk Management, Microsoft SQL Server, Software Documentation, Internal Audit, Troubleshooting, Business Analysis, Integration, SharePoint, Financial Risk, C#, Information Technology, Windows Server, SDLC, XP, SQL, Visio, System Administration, Vendor Management, Technical Support, ITIL, IT Strategy, Windows XP, Enterprise Architecture, Software Development
Education
University of Phoenix 2004 — 2005
Computer/Information Technology Administration and Management
DeVry University Phoenix 1991 — 1992
Computer Information Systems
Susan Pruitt's Advisor Group Experience March 2013 - January 2014
Job Purchasing/Data Entry
Industry Executive Office
Experience
CLA, Corp. January 2014 - Present
Advisor Group March 2013 - January 2014
Thomas & Betts Corporation March 2005 - June 2011
An Office Organized February 1998 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, SAP, Visio, QuickBooks, Data Entry, Meeting Planning, Event Planning, Access, Organization, Crystal Reports, Cognos, Strategic Planning, Time Management, Sales, Team Building
Education
Georgia State University 1984 — 1988
BBA, Management
CLA, Corp. January 2014 - Present
Advisor Group March 2013 - January 2014
Thomas & Betts Corporation March 2005 - June 2011
An Office Organized February 1998 - March 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, SAP, Visio, QuickBooks, Data Entry, Meeting Planning, Event Planning, Access, Organization, Crystal Reports, Cognos, Strategic Planning, Time Management, Sales, Team Building
Education
Georgia State University 1984 — 1988
BBA, Management