Aegon Equity Group
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Aegon Equity Group Employees
SuperMedia LLC 2003 - Present
SuperMedia LLC April 2004 - Present
TAC Worldwide August 2001 - November 2003
Aegon Equity Group September 2000 - August 2001
Time Warner Cable January 1999 - September 2000
Franklin Templeton Group November 1997 - January 1999
Skills
Security, Data Entry, PPC, SEO, Salesforce.com, Web Analytics, Online Advertising, Web Site Production, Sales, Marketing, Management, Advertising, Technical Support, Customer Service, Social Media, Team Building
Education
ITT Technical Institute 2008 — 2009
None, Internet Security
University of Phoenix 2005 — 2006
None, Computer Science
Columbus State University 1985 — 1987
None, Computer Information Management
TOSHIBA AMERICA BUSINESS SOLUTIONS June 2013 - Present
Tech Data November 2012 - June 2013
Tech Data September 2010 - November 2012
Tech Data June 2004 - September 2010
Monumental Life Insurance August 2003 - December 2003
Aegon Equity Group August 2000 - August 2003
Skills
Resellers, Sales Management, Business Development, Channel, Account Management, New Business Development
Education
Florida Department of Insurance
St. Petersburg College
Marketing
St. Petersburg High School
Diploma
DST Systems November 2012 - Present
CSG-PR May 2008 - November 2012
Old Mutual Capital June 2004 - January 2007
AEGON/Transamerica Fund Advisors January 2000 - February 2004
AEGON EQUITY GROUP September 1993 - January 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Investments, Asset Allocation, Securities, Fixed Annuities, Asset Managment, Financial Services, Retirement, Retirement Planning, Hedge Funds, Equities, ETFs, Wealth Management, Public Relations, Series 24, Marketing Communications, Investment Strategies, Media Relations, Marketing, Investment Management, Content Development, Content Strategy, Crisis Communications, Editing, Press Releases, Asset Management
Education
Eckerd College 1988 — 1990
BA, Management, Marketing
University of Florida
Pacific Life April 2009 - Present
Pacific Life November 2001 - December 2013
Aegon Equity Group July 1997 - November 2001
T. Rowe Price November 1996 - July 1997
Skills
Data Warehousing, SDLC, Business Intelligence, Business Analysis, Oracle, DB2, Mainframe, COBOL, JCL, Linux, SFTP, ETL, Informatica, Unix, Vantage-One, WMA, DSS, Life Insurance, Variable Annuities, Mutual Funds, Data Integration, Data Modeling, Project Management, SQL, Data Analysis, Data Management
Education
University of South Florida 1990 — 1995
Bachelor of Science (B.S.), Management Information Systems
Transamerica April 2014 - Present
Transamerica February 2011 - April 2014
AEGON Financial Partners January 2010 - January 2011
AEGON Financial Partners January 2001 - January 2010
AEGON Financial Partners January 1997 - January 2001
AEGON Equity Group January 1993 - January 1997
AEGON Equity Group January 1989 - January 1993
Skills
•Management of a staff..., •Responsible for..., •Coordination of..., •Oversight of 300,000..., •Oversight of multiple..., •Management of..., Insurance, Project Management, Budgets, Management, FINRA, Marketing, Financial Services, Leadership, Recruiting, Operations Management, Software Documentation, Coaching, Business Analysis, Process Improvement, Risk Management
Education
University of Phoenix 2004 — 2005
Business Management
Stockbridge Capital Group January 2014 - Present
Jones Lang LaSalle July 2012 - January 2014
Colliers-International 2009 - 2012
Churchill Commercial Capital 2007 - 2009
Grubb and Ellis BRE Commercial 2005 - 2007
Padgett Communications 2002 - 2005
AEGON Spain April 2002 - November 2002
AEGON Equity Group 1999 - 2002
Skills
Account Management, Budgeting, Business Management, Customer Relations, Contract Negotiation, Database Management, Product Development, Excel, Event Management, Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Commercial Finance, Commercial Lending, Lead Generation, Key Account Management, Market Research, Research, Data Analysis, New Business Development, Photoshop, PowerPoint, InDesign, Inside Sales, Direct Sales, Sales Process, Public Relations, Real Estate, Word, Microsoft Word, Microsoft Excel, Management, Budgets, Marketing, Leases, Brokerage
Education
University of Alabama 1995 — 1999
Bachelor of Arts, Public Relations
Vantage Capital Group August 2008 - Present
VCG Securities LLC August 2008 - Present
RPS Advisors LLC June 2007 - July 2008
Sky Bell Asset Management, LLC January 2005 - May 2007
Raymond James & Associates, Inc February 2000 - January 2005
Paragon Computer Professionals May 1999 - February 2000
AEGON Equity Group May 1997 - May 1999
Skills
Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Securities, Options, Series 7, Investments, Investment Management, Fund Of Funds, FINRA, Equities, Asset Management, Mutual Funds, Trading, Wealth Management, Private Equity, Asset Managment, FATCA, Regulatory Compliance, Fund Accounting, Microsoft SQL Server, Business Process..., ODBC, Financial Reporting, Financial Modeling, Forensic Accounting, VBA, Process Automation, Third Party..., Staff Development, Bloomberg Trade Order..., Finance
Education
University of Florida 1992 — 1997
BSBA, Finance, Insurance & Risk Management
Tires Plus May 1999 - Present
AEGON Equity Group June 1994 - May 1999
City of St. Petersburg February 1989 - June 1994
Skills
Network Security, Troubleshooting, Networking, Customer Service, Project Management, Cisco Technologies, Security, Telecommunications, Active Directory, Disaster Recovery, VPN, Firewalls, Data Center, Windows, Switches, Network Administration, WAN, Network Architecture
Education
University of North Carolina at Greensboro 1983 — 1986
Bachelor of Science, Mathematics
PNC March 2014 - Present
PNC July 2007 - March 2014
Aegon Equity Group August 2005 - June 2007
John Hancock March 2002 - June 2005
Aegon Equity Group October 2000 - March 2002
Lincoln Financial Advisors 1994 - 2000
Skills
SDLC, COBOL, SharePoint, Requirements Gathering, Business Analysis, Databases, CRM, Visio, Business Requirements, Vendor Management, CICS, TSO, Data Warehousing, Software Project..., Business Process, Enterprise Architecture, Systems Analysis, Leadership, SQL, Management, Requirements Analysis, Software Documentation, Business Intelligence, Analytics, Testing, DB2, Siebel, Web Applications, ALM, Oracle CRM, ServiceNow
Education
Spertus Institute for Jewish Learning and Leadership 2006 — 2010
PhD, Doctor of Science in Judaic Studies
Seminary 2001 — 2006
MA, Masters of Judaic Studies
Wheaton College 1989 — 1993
BS, Mathematics
Wheaton College 1989 — 1993
BA, Economics
Dayton Christian
MarineMax, Inc January 2010 - Present
Imagesource Office Automation, Inc May 2008 - October 2009
Jim Dixon Consulting, CPA August 2006 - May 2008
New York Life March 2004 - August 2006
Aegon Equity Group January 1999 - October 2003
Skills
Accounting, Accounts Payable, Account Reconciliation, Bank Reconciliation, Invoicing, Journal Entries, QuickBooks, Auditing
Education
Edinboro University of Pennsylvania
Associate of Science (A.S.), Computer Technology/Business Administration/Accounting