Allen & Company of Florida
Description
Subsidiary: Allen & Company of Florida, Inc., Investment Banking Arm
Allen & Company of Florida List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Allen & Company of Florida. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Allen & Company of Florida Employees
Employee
Years
Job
Industry
James Wilbanks James Wilbanks's Allen & Company of Florida Experience April 2011 - July 2011
Job Financial Analyst at OakPoint Real Estate
Industry Real Estate
Experience
OakPoint Real Estate March 2013 - Present
WILBANKS FISHER REID, LLC January 2011 - January 2012
CULVERHOUSE INVESTMENT MANAGEMENT GROUP January 2010 - December 2011
Allen & Company of Florida April 2011 - July 2011
Citi April 2010 - July 2010
MERCEDES BENZ U.S. INTERNATIONAL January 2009 - August 2009
Skills
Commercial Real Estate..., Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Problem Solving, Investment Management, Financial Reporting, Scuba Diving, Investments, Adventure Travel, Leisure Travel, Argus Modeling, Underwriting, Accounting, Corporate Finance, Derivatives, Finance, Microsoft Excel, Leadership, Bloomberg, Economics, Equity Research, Synergies
Education
Vanderbilt University 2012 — 2013
Master of Science, Finance
University of Alabama 2007 — 2011
Bachelor of Science, Finance, Economics, Investment Management, •GPA: 3.85 / Major GPA: 4.0 / magna cum laude
London School of Economics and Political Science 2010 — 2010
Lakeland Christian School
OakPoint Real Estate March 2013 - Present
WILBANKS FISHER REID, LLC January 2011 - January 2012
CULVERHOUSE INVESTMENT MANAGEMENT GROUP January 2010 - December 2011
Allen & Company of Florida April 2011 - July 2011
Citi April 2010 - July 2010
MERCEDES BENZ U.S. INTERNATIONAL January 2009 - August 2009
Skills
Commercial Real Estate..., Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Problem Solving, Investment Management, Financial Reporting, Scuba Diving, Investments, Adventure Travel, Leisure Travel, Argus Modeling, Underwriting, Accounting, Corporate Finance, Derivatives, Finance, Microsoft Excel, Leadership, Bloomberg, Economics, Equity Research, Synergies
Education
Vanderbilt University 2012 — 2013
Master of Science, Finance
University of Alabama 2007 — 2011
Bachelor of Science, Finance, Economics, Investment Management, •GPA: 3.85 / Major GPA: 4.0 / magna cum laude
London School of Economics and Political Science 2010 — 2010
Lakeland Christian School
Danielle Durham Danielle Durham's Allen & Company of Florida Experience August 2014 - Present
Job Client Services Associate at Allen & Company of Florida
Industry Public Relations and Communications
Experience
Allen & Company of Florida August 2014 - Present
AmeriCorps Polk Reads September 2012 - July 2014
Independent Contractor June 2012 - June 2013
Lee University Student Leadership Council August 2011 - May 2012
Lee University February 2012 - April 2012
Lorrie Walker Communications, Inc. June 2011 - July 2011
Gardner's Market September 2010 - May 2011
Skills
AP Style, InDesign, Social Media, Press Kits, Facebook, Press Releases, Constant Contact, News Writing, Public Relations, Media Relations, Copy Editing, Event Planning, Publicity, Writing, Wordpress, Editing, Newsletters, Google Docs, Blogging, Ap Style, Copywriting, Strategic Communications, Speech Writing, Web Content, Cision, Creative Writing
Education
Lee University 2008 — 2012
Bachelor of Arts, Public Relations
Allen & Company of Florida August 2014 - Present
AmeriCorps Polk Reads September 2012 - July 2014
Independent Contractor June 2012 - June 2013
Lee University Student Leadership Council August 2011 - May 2012
Lee University February 2012 - April 2012
Lorrie Walker Communications, Inc. June 2011 - July 2011
Gardner's Market September 2010 - May 2011
Skills
AP Style, InDesign, Social Media, Press Kits, Facebook, Press Releases, Constant Contact, News Writing, Public Relations, Media Relations, Copy Editing, Event Planning, Publicity, Writing, Wordpress, Editing, Newsletters, Google Docs, Blogging, Ap Style, Copywriting, Strategic Communications, Speech Writing, Web Content, Cision, Creative Writing
Education
Lee University 2008 — 2012
Bachelor of Arts, Public Relations
Paul Weaver, II Paul Weaver, II's Allen & Company of Florida Experience June 2009 - February 2015
Job Director of Information Technology
Industry Financial Services
Experience
Core Wealth Advisors, Inc. March 2015 - Present
George W. Jenkins High School August 2007 - Present
Allen & Company of Florida June 2009 - February 2015
Allen & Company of Florida January 2007 - June 2009
Skills
Series 7, Finance, Financial Analysis, Investments, Technical Analysis, Mutual Funds, Stocks, Investment Management, Private Investment, Information Technology, Computer Security, Technology Management, Mobile Technology, Technology Needs..., Strategic Planning, Public Speaking, Sports, Budgets, Wealth Management, Securities, Management, Equities, Strategic Financial..., Retirement Planning, Leadership, Time Management
Education
Florida Southern College 2004 — 2008
Bachelor of Science, Financial Management, Marketing Management, Economics
Core Wealth Advisors, Inc. March 2015 - Present
George W. Jenkins High School August 2007 - Present
Allen & Company of Florida June 2009 - February 2015
Allen & Company of Florida January 2007 - June 2009
Skills
Series 7, Finance, Financial Analysis, Investments, Technical Analysis, Mutual Funds, Stocks, Investment Management, Private Investment, Information Technology, Computer Security, Technology Management, Mobile Technology, Technology Needs..., Strategic Planning, Public Speaking, Sports, Budgets, Wealth Management, Securities, Management, Equities, Strategic Financial..., Retirement Planning, Leadership, Time Management
Education
Florida Southern College 2004 — 2008
Bachelor of Science, Financial Management, Marketing Management, Economics
Ivo Hristov Ivo Hristov's Allen & Company of Florida Experience January 2011 - April 2011
Job Senior Financial Analyst at WellDyneRx
Industry Information Technology and Services
Experience
WellDyne, Inc. May 2014 - Present
WellDyneRx January 2012 - May 2014
WellDyneRx September 2011 - January 2012
WellDyneRx June 2011 - September 2011
Allen & Company of Florida January 2011 - April 2011
Florida Southern College September 2008 - April 2011
Florida Southern College September 2007 - April 2011
Lakeland Regional Medical Center September 2010 - December 2010
Florida Southern College July 2009 - December 2010
VB Tech Services March 2010 - September 2010
Skills
SQL, Excel, Microsoft Office, VBA, Microsoft Excel, Business Analysis, Access, Accounting, Social Media, Databases, Finance, Time Management, Leadership, Financial Analysis, Team Leadership, Budgets, Management
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master of Science (MS), Finance
Florida Southern College 2007 — 2011
Bachelor of Science, Business Administration: Finance, minor: Economics
WellDyne, Inc. May 2014 - Present
WellDyneRx January 2012 - May 2014
WellDyneRx September 2011 - January 2012
WellDyneRx June 2011 - September 2011
Allen & Company of Florida January 2011 - April 2011
Florida Southern College September 2008 - April 2011
Florida Southern College September 2007 - April 2011
Lakeland Regional Medical Center September 2010 - December 2010
Florida Southern College July 2009 - December 2010
VB Tech Services March 2010 - September 2010
Skills
SQL, Excel, Microsoft Office, VBA, Microsoft Excel, Business Analysis, Access, Accounting, Social Media, Databases, Finance, Time Management, Leadership, Financial Analysis, Team Leadership, Budgets, Management
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master of Science (MS), Finance
Florida Southern College 2007 — 2011
Bachelor of Science, Business Administration: Finance, minor: Economics
Nathan Amann Nathan Amann's Allen & Company of Florida Experience January 2015 - Present
Job Senior Financial Planner at Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida January 2015 - Present
Allen & Company of Florida February 2010 - January 2015
Skills
Series 7, Series 24, Series 66, Series 99
Education
University of Florida 2014 — 2015
Graduate Certificate in Financial Planning
Florida Southern College 2009 — 2012
M.B.A., Masters in Business Administration
University of Central Florida 2005 — 2009
B.S., Finance, Cum Laude
Allen & Company of Florida January 2015 - Present
Allen & Company of Florida February 2010 - January 2015
Skills
Series 7, Series 24, Series 66, Series 99
Education
University of Florida 2014 — 2015
Graduate Certificate in Financial Planning
Florida Southern College 2009 — 2012
M.B.A., Masters in Business Administration
University of Central Florida 2005 — 2009
B.S., Finance, Cum Laude
James Pelham, MBA's Allen & Company of Florida Experience September 2014 - November 2014
Job Manager
Industry Online Media
Experience
Priceline.com August 2015 - Present
The Walt Disney Company December 2014 - July 2015
Allen & Company of Florida September 2014 - November 2014
Junior Achievement of Central Florida January 2014 - November 2014
Central Florida Development Council August 2014 - September 2014
Connecticut Aquatic Club May 2010 - August 2013
Skills
Financial Accounting, Financial Modeling, VBA, Excel Dashboards, Budgets, Nonprofits, Business Strategy, Marketing Strategy, Leadership, Management, Entrepreneurship, Market Research, Accounting, Data Analysis, Strategic Planning, International Business, New Business Development, Corporate Finance, Business Analysis, Financial Analysis, Market Analysis, Emerging Markets, Strategic Financial..., Managerial Finance, Business Planning, Financial Management, Database Management
Education
Florida Southern College 2013 — 2014
Master of Business Administration (MBA)
Florida Southern College 2007 — 2010
Bachelor of Science (B.S.), International Business Administration
Priceline.com August 2015 - Present
The Walt Disney Company December 2014 - July 2015
Allen & Company of Florida September 2014 - November 2014
Junior Achievement of Central Florida January 2014 - November 2014
Central Florida Development Council August 2014 - September 2014
Connecticut Aquatic Club May 2010 - August 2013
Skills
Financial Accounting, Financial Modeling, VBA, Excel Dashboards, Budgets, Nonprofits, Business Strategy, Marketing Strategy, Leadership, Management, Entrepreneurship, Market Research, Accounting, Data Analysis, Strategic Planning, International Business, New Business Development, Corporate Finance, Business Analysis, Financial Analysis, Market Analysis, Emerging Markets, Strategic Financial..., Managerial Finance, Business Planning, Financial Management, Database Management
Education
Florida Southern College 2013 — 2014
Master of Business Administration (MBA)
Florida Southern College 2007 — 2010
Bachelor of Science (B.S.), International Business Administration
Bill Mutz's Allen & Company of Florida Experience October 2012 - Present
Job Senior Consultant, Claridge Associates LLC
Industry Management Consulting
Experience
Claridge Associates LLC July 2014 - Present
Southeastern University October 2012 - Present
Allen & Company of Florida October 2012 - Present
FamilyLife September 1995 - Present
Lakeland Regional Medical Center October 2003 - September 2015
Greenstar Panels LLC April 2012 - May 2015
Lakeland Automall Ford & Hyundai November 2011 - May 2014
Lakeland Regional Medical Center October 2011 - May 2013
Lakeland Automall Ford & Hyundai November 1996 - June 2011
Southeastern University 2002 - 2011
Skills
Public Speaking, Training, Sales, Public Relations, Nonprofits, Fundraising, Strategic Planning, Event Planning, Social Media, Community Outreach, Marketing, Community Development, Customer Service, Team Building, Advertising, Marketing Communications, Leadership Development, Editing, Newsletters, Media Relations, Social Networking, Strategic Communications, Corporate Communications, New Business Development, Facebook, Microsoft Word, Press Releases, Online Marketing, Blogging, Budgets, Business Development, Coaching, Entrepreneurship, Event Management, Higher Education, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Networking, Non-profits, PowerPoint, Project Management, Research, Sales Management, Small Business, Social Media Marketing, Spokesperson, Teaching
Education
Indiana University - Kelley School of Business 1972 — 1976
Bachelor's Degree, Finance & Marketing, 3.11
Columbus High School, Columbus, IN 1970 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.96
Claridge Associates LLC July 2014 - Present
Southeastern University October 2012 - Present
Allen & Company of Florida October 2012 - Present
FamilyLife September 1995 - Present
Lakeland Regional Medical Center October 2003 - September 2015
Greenstar Panels LLC April 2012 - May 2015
Lakeland Automall Ford & Hyundai November 2011 - May 2014
Lakeland Regional Medical Center October 2011 - May 2013
Lakeland Automall Ford & Hyundai November 1996 - June 2011
Southeastern University 2002 - 2011
Skills
Public Speaking, Training, Sales, Public Relations, Nonprofits, Fundraising, Strategic Planning, Event Planning, Social Media, Community Outreach, Marketing, Community Development, Customer Service, Team Building, Advertising, Marketing Communications, Leadership Development, Editing, Newsletters, Media Relations, Social Networking, Strategic Communications, Corporate Communications, New Business Development, Facebook, Microsoft Word, Press Releases, Online Marketing, Blogging, Budgets, Business Development, Coaching, Entrepreneurship, Event Management, Higher Education, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Networking, Non-profits, PowerPoint, Project Management, Research, Sales Management, Small Business, Social Media Marketing, Spokesperson, Teaching
Education
Indiana University - Kelley School of Business 1972 — 1976
Bachelor's Degree, Finance & Marketing, 3.11
Columbus High School, Columbus, IN 1970 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.96
Terry Tolbert's Allen & Company of Florida Experience March 2012 - Present
Job Financial Advisor for Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Chad Jones, CFP® Chad Jones, CFP®'s Allen & Company of Florida Experience October 2012 - Present
Job Allen & Company
Industry Financial Services
Experience
Allen & Company of Florida October 2012 - Present
Army Central Command September 2011 - November 2012
United States Military Training Mission May 2010 - September 2011
Florence Recruiting Company July 2009 - May 2010
Francis Marion University January 2008 - July 2009
US Army January 2005 - December 2007
US Army - Armor November 2001 - December 2002
US Army June 1992 - January 2001
Skills
Leadership, Retirement Planning, Public Speaking, Wealth Management, Portfolio Management, Fixed Income Strategies, Equities, Risk Management, Investments, Estate Planning, Debt Leveraging
Education
Boston University 2011 — 2011
Financial Planning, Financial Planning and Services
Webster University 2004 — 2006
MBA, Business Admin
College of Charleston 2003 — 2004
BS, Business Admin
United States Military Academy at West Point 1996 — 1999
Engineering Psych
Allen & Company of Florida October 2012 - Present
Army Central Command September 2011 - November 2012
United States Military Training Mission May 2010 - September 2011
Florence Recruiting Company July 2009 - May 2010
Francis Marion University January 2008 - July 2009
US Army January 2005 - December 2007
US Army - Armor November 2001 - December 2002
US Army June 1992 - January 2001
Skills
Leadership, Retirement Planning, Public Speaking, Wealth Management, Portfolio Management, Fixed Income Strategies, Equities, Risk Management, Investments, Estate Planning, Debt Leveraging
Education
Boston University 2011 — 2011
Financial Planning, Financial Planning and Services
Webster University 2004 — 2006
MBA, Business Admin
College of Charleston 2003 — 2004
BS, Business Admin
United States Military Academy at West Point 1996 — 1999
Engineering Psych
Dana Hurley Dana Hurley's Allen & Company of Florida Experience January 2012 - Present
Job Financial Advisor at Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida January 2012 - Present
Polk County School Board June 2010 - January 2012
Columbia County Board of Education July 2006 - May 2010
Skills
Public Speaking, Strategic Planning, Social Security, Leadership, Small Business, Retirement Planning, Wealth Management, Investments, Training, Strategic Financial..., Insurance, Sales, Finance, Marketing, Social Media, Social Media Marketing, Series 7, Financial Analysis, Fundraising, Employee Benefits, Fixed Annuities, Leadership Development, Asset Allocation, Team Building, Small Business Lending, Estate Planning, Securities, Retirement, Portfolio Management, Entrepreneurship, Investment Strategies, Risk Management, Event Planning, Life Insurance, Uniform Combined State..., Time Management, Credit, Business Planning, 401k, Management, Customer Service, Disability Insurance, Microsoft Excel, Mutual Funds, PowerPoint, Investment Management, Coaching, Budgets, Long-term Care, Analysis
Education
Ashland University 2001 — 2003
Master's degree, Sport Science
Ferris State University 1999 — 2001
Bachelor of Science (BS), Mathematics
Munster High School 1993 — 1997
Allen & Company of Florida January 2012 - Present
Polk County School Board June 2010 - January 2012
Columbia County Board of Education July 2006 - May 2010
Skills
Public Speaking, Strategic Planning, Social Security, Leadership, Small Business, Retirement Planning, Wealth Management, Investments, Training, Strategic Financial..., Insurance, Sales, Finance, Marketing, Social Media, Social Media Marketing, Series 7, Financial Analysis, Fundraising, Employee Benefits, Fixed Annuities, Leadership Development, Asset Allocation, Team Building, Small Business Lending, Estate Planning, Securities, Retirement, Portfolio Management, Entrepreneurship, Investment Strategies, Risk Management, Event Planning, Life Insurance, Uniform Combined State..., Time Management, Credit, Business Planning, 401k, Management, Customer Service, Disability Insurance, Microsoft Excel, Mutual Funds, PowerPoint, Investment Management, Coaching, Budgets, Long-term Care, Analysis
Education
Ashland University 2001 — 2003
Master's degree, Sport Science
Ferris State University 1999 — 2001
Bachelor of Science (BS), Mathematics
Munster High School 1993 — 1997
Max Comparetto Max Comparetto's Allen & Company of Florida Experience 2014 - 2015
Job Network Services Recruiter at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems June 2015 - Present
Allen & Company of Florida 2014 - 2015
Big Ten Network 2013 - 2015
Skills
Network Services, Staffing Services, Technical Recruiting, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Microsoft Word, Social Media, Research, Customer Service, Social Networking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Spanish & International Studies
TEKsystems June 2015 - Present
Allen & Company of Florida 2014 - 2015
Big Ten Network 2013 - 2015
Skills
Network Services, Staffing Services, Technical Recruiting, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Microsoft Word, Social Media, Research, Customer Service, Social Networking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Spanish & International Studies
Christopher Grimm Christopher Grimm's Allen & Company of Florida Experience May 2006 - May 2007
Job Marketing Associate at State Farm
Industry Retail
Experience
State Farm April 2015 - July 2015
GameStop April 2014 - April 2015
GameStop May 2010 - April 2014
GameStop October 2008 - May 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Ingram Financial Group May 2007 - October 2007
Allen & Company of Florida May 2006 - May 2007
Skills
Sales, Retail, Human Resources, Driving Results, Merchandising, Inventory Management, CRM, Store Operations, Data Analysis, Store Management, Retail Sales, Marketing, Loss Prevention, Strategy, Outlook, Customer Service, Inventory Control, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, 10 Key, Computers, Communication, Corporate Communications, Event Planning, Travel Planning, Stocks, Bonds, Mutual Funds, Futures, Options, Venture Capital, FINRA, Insurance, Health Insurance, Annuity Sales, Fixed Annuities, Variable Annuities, Research, Retail Sales Analysis, Account Management, P&C Insurance, P&C License, Life Insurance, Life & Health Insurance..., Visual Merchandising, Customer Satisfaction, Profit
Education
Florida Southern College 2004 — 2006
Bachelor of Science (B.S.), Economics
Polk Community College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
State Farm April 2015 - July 2015
GameStop April 2014 - April 2015
GameStop May 2010 - April 2014
GameStop October 2008 - May 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Ingram Financial Group May 2007 - October 2007
Allen & Company of Florida May 2006 - May 2007
Skills
Sales, Retail, Human Resources, Driving Results, Merchandising, Inventory Management, CRM, Store Operations, Data Analysis, Store Management, Retail Sales, Marketing, Loss Prevention, Strategy, Outlook, Customer Service, Inventory Control, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, 10 Key, Computers, Communication, Corporate Communications, Event Planning, Travel Planning, Stocks, Bonds, Mutual Funds, Futures, Options, Venture Capital, FINRA, Insurance, Health Insurance, Annuity Sales, Fixed Annuities, Variable Annuities, Research, Retail Sales Analysis, Account Management, P&C Insurance, P&C License, Life Insurance, Life & Health Insurance..., Visual Merchandising, Customer Satisfaction, Profit
Education
Florida Southern College 2004 — 2006
Bachelor of Science (B.S.), Economics
Polk Community College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Andy Hernan's Allen & Company of Florida Experience 2009 - Present
Job President/Griffin Pools, Inc. Financial Advisor with Allen & Co.
Industry Construction
Experience
Allen & Company of Florida 2009 - Present
Griffin Pools, Inc. December 2005 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Wealth Management
Education
Florida Southern College 1985 — 1989
Bachelors, Finance
Allen & Company of Florida 2009 - Present
Griffin Pools, Inc. December 2005 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Wealth Management
Education
Florida Southern College 1985 — 1989
Bachelors, Finance
Camille Murphy's Allen & Company of Florida Experience December 2007 - May 2008
Job Director of Marketing, Pioneer Linens
Industry Retail
Experience
Pioneer Linens October 2007 - Present
Allen & Company of Florida December 2007 - May 2008
Skills
Copywriting, InDesign, Marketing, Advertising, Marketing Strategy, Illustrator, Public Relations, Graphic Design, Media Planning, Photography, Event Planning, Social Media, Photoshop, Email Marketing, Adobe Creative Suite, Social Media Marketing, Social Networking
Education
Florida Southern College 2003 — 2007
BA, Advertising/Communications, Minor Art History
Pioneer Linens October 2007 - Present
Allen & Company of Florida December 2007 - May 2008
Skills
Copywriting, InDesign, Marketing, Advertising, Marketing Strategy, Illustrator, Public Relations, Graphic Design, Media Planning, Photography, Event Planning, Social Media, Photoshop, Email Marketing, Adobe Creative Suite, Social Media Marketing, Social Networking
Education
Florida Southern College 2003 — 2007
BA, Advertising/Communications, Minor Art History
Sherrie Long's Allen & Company of Florida Experience October 2004 - July 2012
Job Director of Strategic Planning & Community Dev. at Lakeland Regional Medical Center
Industry Hospital & Health Care
Experience
Lakeland Regional Medical Center July 2012 - Present
Allen & Company of Florida October 2004 - July 2012
Allen & Company of Florida, Inc September 2004 - April 2012
Fox Entertainment Group & Paxson Communications January 1996 - January 2001
The Health Network 1998 - 2000
Americas Health Network 1996 - 1998
PAX TV 1996 - 1998
FOX WTVT Channel 13 January 1994 - January 1995
Skills
Negotiation, Marketing Strategy, Strategic Planning, Public Relations, Marketing, Non-profits, Social Media Marketing, Event Management, Video Production, Fundraising, Community Outreach, Social Media, Nonprofits, Television, Budgets, Management, Sales, Team Building, Leadership, Public Speaking, New Business Development, Team Leadership, Leadership Development, Training, Program Management, Advertising, Event Planning, Marketing Communications, Social Networking, Customer Service, Multimedia, Email Marketing, Coaching, Online Advertising, Corporate Branding, Account Management, Small Business, Online Marketing, Lead Generation, Entrepreneurship, Market Research, Strategy, Strategic Partnerships, Media Relations, Strategic Communications, Facebook, Direct Marketing, Corporate Communications, Brand Development, Press Releases
Education
University of South Florida
Mass Communication/Broadcast News
University of South Florida
Mass Communications/Political Science BA
Lakeland Regional Medical Center July 2012 - Present
Allen & Company of Florida October 2004 - July 2012
Allen & Company of Florida, Inc September 2004 - April 2012
Fox Entertainment Group & Paxson Communications January 1996 - January 2001
The Health Network 1998 - 2000
Americas Health Network 1996 - 1998
PAX TV 1996 - 1998
FOX WTVT Channel 13 January 1994 - January 1995
Skills
Negotiation, Marketing Strategy, Strategic Planning, Public Relations, Marketing, Non-profits, Social Media Marketing, Event Management, Video Production, Fundraising, Community Outreach, Social Media, Nonprofits, Television, Budgets, Management, Sales, Team Building, Leadership, Public Speaking, New Business Development, Team Leadership, Leadership Development, Training, Program Management, Advertising, Event Planning, Marketing Communications, Social Networking, Customer Service, Multimedia, Email Marketing, Coaching, Online Advertising, Corporate Branding, Account Management, Small Business, Online Marketing, Lead Generation, Entrepreneurship, Market Research, Strategy, Strategic Partnerships, Media Relations, Strategic Communications, Facebook, Direct Marketing, Corporate Communications, Brand Development, Press Releases
Education
University of South Florida
Mass Communication/Broadcast News
University of South Florida
Mass Communications/Political Science BA
Wayne Watters's Allen & Company of Florida Experience 1984 - 1987
Job Government & Business Consultant at HuntWatters, LLC
Industry Government Relations
Experience
Hunt-Watters, LLC 2009 - Present
The Cassidy Organization, Inc. 2005 - 2009
Flagler Holdings, Inc. 1996 - 2009
Wayne C. Watters, LC 1995 - 2005
Florida Department of Agriculture and Consumer Services 1992 - 1995
Executive Office of the Governor of Florida January 1991 - September 1992
Office of the Senate President of the Florida Legislature 1988 - 1990
Leadership '88 1987 - 1988
Allen & Company of Florida 1984 - 1987
Merrill Lynch 1981 - 1984
Skills
Customer Service, Strategic Planning, Negotiation, Microsoft Office, New Business Development, Public Speaking, Team Building, Sales Management, Social Media, Project Management, Account Management, Sales, Marketing Strategy, Leadership, Business Development
Education
Central Michigan University 1979 — 1981
Master of Arts (MA), Management and Supervison, Business Management
Kent State University 1971 — 1975
BGS
Hunt-Watters, LLC 2009 - Present
The Cassidy Organization, Inc. 2005 - 2009
Flagler Holdings, Inc. 1996 - 2009
Wayne C. Watters, LC 1995 - 2005
Florida Department of Agriculture and Consumer Services 1992 - 1995
Executive Office of the Governor of Florida January 1991 - September 1992
Office of the Senate President of the Florida Legislature 1988 - 1990
Leadership '88 1987 - 1988
Allen & Company of Florida 1984 - 1987
Merrill Lynch 1981 - 1984
Skills
Customer Service, Strategic Planning, Negotiation, Microsoft Office, New Business Development, Public Speaking, Team Building, Sales Management, Social Media, Project Management, Account Management, Sales, Marketing Strategy, Leadership, Business Development
Education
Central Michigan University 1979 — 1981
Master of Arts (MA), Management and Supervison, Business Management
Kent State University 1971 — 1975
BGS
Cynthia Marotz's Allen & Company of Florida Experience December 2003 - Present
Job Financial Advisor, Certified Wealth Strategist, CHARTERED RETIREMENT PLANS SPECIALIST at Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida December 2003 - Present
Merrill September 1995 - December 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Portfolio Management, Securities, Mutual Funds, Retirement, Fixed Annuities, IRAs, Strategic Financial..., Finance, Uniform Combined State..., Financial Analysis, Investment Management, Asset Allocation, Estate Planning, Life Insurance, Stocks, Wealth, Bonds, Customer Service, Strategic Planning
Education
Polk Community College 1991 — 1993
Associate of Arts (AA), Communication and Media Studies
Kathleen High School 1989 — 1991
Florida Metropolitan University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Allen & Company of Florida December 2003 - Present
Merrill September 1995 - December 2003
Skills
Wealth Management, Investments, Retirement Planning, Series 7, Portfolio Management, Securities, Mutual Funds, Retirement, Fixed Annuities, IRAs, Strategic Financial..., Finance, Uniform Combined State..., Financial Analysis, Investment Management, Asset Allocation, Estate Planning, Life Insurance, Stocks, Wealth, Bonds, Customer Service, Strategic Planning
Education
Polk Community College 1991 — 1993
Associate of Arts (AA), Communication and Media Studies
Kathleen High School 1989 — 1991
Florida Metropolitan University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fred Kraus's Allen & Company of Florida Experience 1987 - 1997
Job Realtor with Hofacker & Associates, Inc. and Owner of Blue Heron Holdings & Consulting LLC
Industry Management Consulting
Experience
GunnAllen Financial September 2004 - November 2010
Allen & Company of Florida 1987 - 1997
Skills
Series 63, Securities, Series 7, Corporate Finance, Fixed Income, Private Equity, Equities, FINRA, Financial Analysis, Investment Banking, Mutual Funds, Series 24, Mergers & Acquisitions, Wealth Management, Asset Management, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Mergers, Risk Management, Retirement Planning, Strategic Planning, Portfolio Management, Due Diligence, Capital Markets, Investment Advisory, Financial Services, Brokerage, Venture Capital, Insurance, Asset Allocation, Investment Strategies, Options, Trading, 401k, Alternative Investments, Bonds, Financial Markets, Financial Advisory, Private Placements, Valuation, Finance, Equity Trading, Fixed Annuities, Financial Risk, Retirement, Financial Planning
Education
Florida State University - College of Business 1974 — 1976
Edison Community College 1972 — 1974
AA, Liberal Arts
Bishop Verot High School 1968 — 1972
GunnAllen Financial September 2004 - November 2010
Allen & Company of Florida 1987 - 1997
Skills
Series 63, Securities, Series 7, Corporate Finance, Fixed Income, Private Equity, Equities, FINRA, Financial Analysis, Investment Banking, Mutual Funds, Series 24, Mergers & Acquisitions, Wealth Management, Asset Management, Investments, Strategic Financial..., Hedge Funds, Asset Managment, Mergers, Risk Management, Retirement Planning, Strategic Planning, Portfolio Management, Due Diligence, Capital Markets, Investment Advisory, Financial Services, Brokerage, Venture Capital, Insurance, Asset Allocation, Investment Strategies, Options, Trading, 401k, Alternative Investments, Bonds, Financial Markets, Financial Advisory, Private Placements, Valuation, Finance, Equity Trading, Fixed Annuities, Financial Risk, Retirement, Financial Planning
Education
Florida State University - College of Business 1974 — 1976
Edison Community College 1972 — 1974
AA, Liberal Arts
Bishop Verot High School 1968 — 1972