Alliance Financial Group
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Alliance Financial Group Employees
Employee
Years
Job
Industry
Shabbir M. Zavery Shabbir M. Zavery's Alliance Financial Group Experience 2003 - Present
Job Consultant at Alliance Financial Group
Industry Financial Services
Experience
Alliance Financial Group 2003 - Present
MoneyWI$E Financial Inc. 2000 - 2002
RBC 1997 - 2000
RBC 1994 - 1997
CompuWorld Ltd. 1992 - 1994
RBC 1989 - 1992
Skills
Employee Benefits, Investments, Wealth, Succession Planning, Talent Management, Finance, Pensions, Performance Management, Banking, Business Analysis, Process Improvement, Analysis, Accounting, Mutual Funds, Insurance, Management, Loans, Strategic Financial..., Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Portfolio Management, Risk Management, Wealth Management, Financial Services, Team Leadership, Retail Banking, Customer Service, Commercial Banking, Leadership, Relationship Management, Financial Planning
Education
Canadian Association of Insurance and Financial
LLPQ, Life Insurance, Level I & II
Canadian Institute of Certified Administrative
CAM, Certified Administrative Manager
Canadian Securities Institute
Professional Financial Planner Course, Professional Financial Planning
Canadian Securities Institute
CSC, Canadian Securities Course
Investment Funds Institute of Canada
OPD, Officers, Partners, Directors Exam
United Nations, New York
Post Grad Certificate
University of Regina
B. Admin, Business Administration
University of Regina
B. A. Adv. Economics
Alliance Financial Group 2003 - Present
MoneyWI$E Financial Inc. 2000 - 2002
RBC 1997 - 2000
RBC 1994 - 1997
CompuWorld Ltd. 1992 - 1994
RBC 1989 - 1992
Skills
Employee Benefits, Investments, Wealth, Succession Planning, Talent Management, Finance, Pensions, Performance Management, Banking, Business Analysis, Process Improvement, Analysis, Accounting, Mutual Funds, Insurance, Management, Loans, Strategic Financial..., Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Portfolio Management, Risk Management, Wealth Management, Financial Services, Team Leadership, Retail Banking, Customer Service, Commercial Banking, Leadership, Relationship Management, Financial Planning
Education
Canadian Association of Insurance and Financial
LLPQ, Life Insurance, Level I & II
Canadian Institute of Certified Administrative
CAM, Certified Administrative Manager
Canadian Securities Institute
Professional Financial Planner Course, Professional Financial Planning
Canadian Securities Institute
CSC, Canadian Securities Course
Investment Funds Institute of Canada
OPD, Officers, Partners, Directors Exam
United Nations, New York
Post Grad Certificate
University of Regina
B. Admin, Business Administration
University of Regina
B. A. Adv. Economics
Christopher Booher Christopher Booher's Alliance Financial Group Experience Consumer BankingChase2010 - 2013
Job Creating The Financial Swing And Unlocking Financial Freedom
Industry Financial Services
Experience
Alliance Financial Group Consumer BankingChase2010 - 2013
Education
Boise State University 2008 — 2013
Alliance Financial Group Consumer BankingChase2010 - 2013
Education
Boise State University 2008 — 2013
Shawn Zhao Shawn Zhao's Alliance Financial Group Experience March 2014 - February 2015
Job Financial Analyst at Alliance Financial Group
Industry Financial Services
Experience
Alliance Financial Group March 2014 - February 2015
KPMG China September 2010 - January 2011
Xiamen Shipbuilding Industry Co. Ltd June 2010 - July 2010
Education
University of Michigan 2011 — 2013
Master's degree, Economics/ Naval Architecture&Marine Engineering
Alliance Financial Group March 2014 - February 2015
KPMG China September 2010 - January 2011
Xiamen Shipbuilding Industry Co. Ltd June 2010 - July 2010
Education
University of Michigan 2011 — 2013
Master's degree, Economics/ Naval Architecture&Marine Engineering
DeAnna Graziano DeAnna Graziano's Alliance Financial Group Experience July 2011 - Present
Job Empowering others towards a (w)holistic life
Industry Health, Wellness and Fitness
Experience
Alliance Financial Group July 2011 - Present
A Pure Lifestyle December 1995 - Present
The Hall Center December 2008 - January 2011
Brookfield Asset Management 2006 - 2008
Skills
Excel, Microsoft Office, Budgeting, PowerPoint, Team Building, Event Management, Retail, Microsoft Excel, Coaching, Marketing, Outlook, Customer Service, Budgets, Risk Management, Leadership Development, Public Speaking, Event Planning
Education
New York College of Health Professions 1993 — 1995
Alliance Financial Group July 2011 - Present
A Pure Lifestyle December 1995 - Present
The Hall Center December 2008 - January 2011
Brookfield Asset Management 2006 - 2008
Skills
Excel, Microsoft Office, Budgeting, PowerPoint, Team Building, Event Management, Retail, Microsoft Excel, Coaching, Marketing, Outlook, Customer Service, Budgets, Risk Management, Leadership Development, Public Speaking, Event Planning
Education
New York College of Health Professions 1993 — 1995
Greg Paxson Greg Paxson's Alliance Financial Group Experience January 2013 - June 2013
Job Financial Analyst at WCI Communities
Industry Accounting
Experience
WCI Communities January 2014 - Present
Stir Crazy December 2011 - February 2014
Alliance Financial Group January 2013 - June 2013
Horace Mann July 2012 - October 2012
Skills
Communication, Customer Service, Microsoft Excel, Microsoft Word
Education
Florida Gulf Coast University 2010 — 2013
Bachelor's degree, Finance
Edison State College 2008 — 2010
Associate's degree, General
Kentucky Wesleyan College 2007 — 2008
Lely High School 2003 — 2007
GED
WCI Communities January 2014 - Present
Stir Crazy December 2011 - February 2014
Alliance Financial Group January 2013 - June 2013
Horace Mann July 2012 - October 2012
Skills
Communication, Customer Service, Microsoft Excel, Microsoft Word
Education
Florida Gulf Coast University 2010 — 2013
Bachelor's degree, Finance
Edison State College 2008 — 2010
Associate's degree, General
Kentucky Wesleyan College 2007 — 2008
Lely High School 2003 — 2007
GED
Luiza Grant Luiza Grant's Alliance Financial Group Experience 2010 - Present
Job Financial Advisor at Alliance Financial Group
Industry Financial Services
Experience
Alliance Financial Group 2010 - Present
Primerica January 2004 - June 2007
Skills
Life Insurance, Health Insurance, Leadership, RRSP, Critical Illness, Investments, Disability Insurance, Financial Analysis, Segregated Funds, Retirement Planning, Negotiation, Retirement Savings, Mutual Funds, Microsoft Office, Employee Benefits, Mortgage Insurance, RESP, Long Term Care Insurance, Long-term Care, Team Leadership, Management, Saving for Education, Financial Accounting, Customer Service, TFSA, Strategic Financial..., Insurance, Financial Advisory, Financial Planning
Education
Durham College 2007 — 2009
LLQP, Insurance
Alliance Financial Group 2010 - Present
Primerica January 2004 - June 2007
Skills
Life Insurance, Health Insurance, Leadership, RRSP, Critical Illness, Investments, Disability Insurance, Financial Analysis, Segregated Funds, Retirement Planning, Negotiation, Retirement Savings, Mutual Funds, Microsoft Office, Employee Benefits, Mortgage Insurance, RESP, Long Term Care Insurance, Long-term Care, Team Leadership, Management, Saving for Education, Financial Accounting, Customer Service, TFSA, Strategic Financial..., Insurance, Financial Advisory, Financial Planning
Education
Durham College 2007 — 2009
LLQP, Insurance
Sharma Ramdular Sharma Ramdular's Alliance Financial Group Experience November 2012 - March 2013
Job Insurance Advisor at Interlife Financial
Industry Insurance
Experience
Interlife Financial April 2014 - Present
RBC Insurance March 2013 - Present
Alliance Financial Group November 2012 - March 2013
Ashley Furniture HomeStore December 2009 - November 2012
Dun & Bradstreet 1998 - 2007
Dun & Bradstreet 1995 - 1998
Dun & Bradstreet 1989 - 1995
Skills
Leadership, Selling, Negotiation, Training, Start-ups, Business Development, Account Management, Sales, New Business Development, Management, Team Building, Strategic Planning, Team Leadership, Sales Management, Coaching, B2B, Risk Management, Sales Process, Business Strategy, Customer Service, Insurance
Education
Business Career College
LLQP License, Insurance
Sheridan College
Ontario Management Development Program, Business Management
Parkdale College
Diploma in Accounting
Interlife Financial April 2014 - Present
RBC Insurance March 2013 - Present
Alliance Financial Group November 2012 - March 2013
Ashley Furniture HomeStore December 2009 - November 2012
Dun & Bradstreet 1998 - 2007
Dun & Bradstreet 1995 - 1998
Dun & Bradstreet 1989 - 1995
Skills
Leadership, Selling, Negotiation, Training, Start-ups, Business Development, Account Management, Sales, New Business Development, Management, Team Building, Strategic Planning, Team Leadership, Sales Management, Coaching, B2B, Risk Management, Sales Process, Business Strategy, Customer Service, Insurance
Education
Business Career College
LLQP License, Insurance
Sheridan College
Ontario Management Development Program, Business Management
Parkdale College
Diploma in Accounting
Tasnuva Tanzim Tasnuva Tanzim's Alliance Financial Group Experience July 2014 - January 2015
Job Studying MA in Development Studies at York University
Industry Market Research
Experience
Alliance Financial Group July 2014 - January 2015
Wind August 2013 - February 2014
Banglalink January 2008 - June 2013
Banglalink January 2011 - June 2011
Banglalink July 2008 - December 2010
Banglalink January 2008 - June 2008
Skills
Marketing Research, Market Research, Marketing, Advertising, Brand Management, Team Management, Strategy, Marketing Management, Customer Insight, Telecommunications, Management, Segmentation, Business Development, Market Planning, Competitive Analysis, Product Marketing, Market Analysis, Business Planning, Marketing Communications, Marketing Strategy, CRM
Education
York University 2015 — 2017
Master’s Degree, Development Studies
Independent University, Bangladesh 2010 — 2011
MBA, Marketing
Independent University, Bangladesh 2003 — 2007
BBA, Finance/ Marketing
Scholastica 1997 — 2000
O' Levels, Mathematics and Science
Alliance Financial Group July 2014 - January 2015
Wind August 2013 - February 2014
Banglalink January 2008 - June 2013
Banglalink January 2011 - June 2011
Banglalink July 2008 - December 2010
Banglalink January 2008 - June 2008
Skills
Marketing Research, Market Research, Marketing, Advertising, Brand Management, Team Management, Strategy, Marketing Management, Customer Insight, Telecommunications, Management, Segmentation, Business Development, Market Planning, Competitive Analysis, Product Marketing, Market Analysis, Business Planning, Marketing Communications, Marketing Strategy, CRM
Education
York University 2015 — 2017
Master’s Degree, Development Studies
Independent University, Bangladesh 2010 — 2011
MBA, Marketing
Independent University, Bangladesh 2003 — 2007
BBA, Finance/ Marketing
Scholastica 1997 — 2000
O' Levels, Mathematics and Science
Jason E.G. Guerra Jason E.G. Guerra's Alliance Financial Group Experience July 2011 - October 2012
Job Investment professional at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2012 - Present
Alliance Financial Group July 2011 - October 2012
Charley's Steak House January 2011 - June 2012
UBS July 2009 - December 2010
Wolfgang Puck Grand Cafe October 2008 - November 2010
Locksmiff Entertainment LLC. Business Venture September 2004 - July 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Customer Service, Microsoft Office, Strategic Financial..., PowerPoint, Portfolio Management, Finance, Banking, Equities, Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2012 - Present
Alliance Financial Group July 2011 - October 2012
Charley's Steak House January 2011 - June 2012
UBS July 2009 - December 2010
Wolfgang Puck Grand Cafe October 2008 - November 2010
Locksmiff Entertainment LLC. Business Venture September 2004 - July 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Customer Service, Microsoft Office, Strategic Financial..., PowerPoint, Portfolio Management, Finance, Banking, Equities, Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Casey O'Neill's Alliance Financial Group Experience January 2013 - April 2014
Job Artist at CaseyONeillart.com
Industry Fine Art
Experience
CaseyONeillart.com April 2014 - Present
Alliance Financial Group January 2013 - April 2014
Investia Financial Services Inc. January 2013 - April 2014
TD Bank Group March 2007 - May 2012
Ontario Wheat Producers’ Marketing Board October 2002 - August 2004
Skills
Art, Painting, Illustration, Contemporary Art, Cartoons, Visual Arts, Oil Painting, Portraits, Fine Art, Animation, Acrylic Painting, Logos, Character Designs, Watercolor, Logo Design, Creativity, Landscape Painting, Mixed Media, Watercolor Illustration, Portrait Painting, Drawing, Graphic Design, Photoshop, Digital Illustration, Illustrator
Education
CFA Institute 2013 — 2013
CFA level 1 Candidate, Chartered Financial Analyst
Durham College 2013 — 2013
LLQP, Life License Qualification Program
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Canadian Securities Institute 2011 — 2011
CPH, Conduct and Practices Handbook Course
Canadian Securities Institute 2010 — 2010
PFPC, Professional Financial Planner’s Course
Canadian Securities Institute 2008 — 2008
IFC, Investment Funds in Canada
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
CaseyONeillart.com April 2014 - Present
Alliance Financial Group January 2013 - April 2014
Investia Financial Services Inc. January 2013 - April 2014
TD Bank Group March 2007 - May 2012
Ontario Wheat Producers’ Marketing Board October 2002 - August 2004
Skills
Art, Painting, Illustration, Contemporary Art, Cartoons, Visual Arts, Oil Painting, Portraits, Fine Art, Animation, Acrylic Painting, Logos, Character Designs, Watercolor, Logo Design, Creativity, Landscape Painting, Mixed Media, Watercolor Illustration, Portrait Painting, Drawing, Graphic Design, Photoshop, Digital Illustration, Illustrator
Education
CFA Institute 2013 — 2013
CFA level 1 Candidate, Chartered Financial Analyst
Durham College 2013 — 2013
LLQP, Life License Qualification Program
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Canadian Securities Institute 2011 — 2011
CPH, Conduct and Practices Handbook Course
Canadian Securities Institute 2010 — 2010
PFPC, Professional Financial Planner’s Course
Canadian Securities Institute 2008 — 2008
IFC, Investment Funds in Canada
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Peter Beckman's Alliance Financial Group Experience December 2008 - April 2013
Job .
Industry Consumer Services
Experience
Tom Bush BMW Orange Park May 2013 - October 2014
Alliance Financial Group December 2008 - April 2013
Skills
Business Development, Team Building, Sales Management, Financial Services, Insurance, Estate Planning, Leadership Development, Public Speaking, Marketing Strategy, Marketing, Investments, Life Insurance, Sales, New Business Development, Retirement Planning, Strategic Financial..., Underwriting, Finance, Fixed Annuities, Financial Analysis, Leadership, Recruiting, Business Planning, Retirement, Executive Management, Coaching, Microsoft Office, Account Management, Strategic Planning, Term Life Insurance, Business Strategy, Long-term Care, Entrepreneurship, Start-ups, Fundraising, Direct Sales, Risk Management, Management, Training, Whole Life, Public Relations, Customer Service, Health Insurance, Small Business
Education
Northern Kentucky University
The University of Cincinnati
Tom Bush BMW Orange Park May 2013 - October 2014
Alliance Financial Group December 2008 - April 2013
Skills
Business Development, Team Building, Sales Management, Financial Services, Insurance, Estate Planning, Leadership Development, Public Speaking, Marketing Strategy, Marketing, Investments, Life Insurance, Sales, New Business Development, Retirement Planning, Strategic Financial..., Underwriting, Finance, Fixed Annuities, Financial Analysis, Leadership, Recruiting, Business Planning, Retirement, Executive Management, Coaching, Microsoft Office, Account Management, Strategic Planning, Term Life Insurance, Business Strategy, Long-term Care, Entrepreneurship, Start-ups, Fundraising, Direct Sales, Risk Management, Management, Training, Whole Life, Public Relations, Customer Service, Health Insurance, Small Business
Education
Northern Kentucky University
The University of Cincinnati
David Sconzo, C.M, A.C.E David Sconzo, C.M, A.C.E's Alliance Financial Group Experience May 2014 - Present
Job Airport Operations/ARFF at TweedNew Haven Regional Airport
Industry Airlines/Aviation
Experience
AvPORTS Tweed- New Haven Airport July 2014 - Present
Alliance Financial Group May 2014 - Present
ADC&HAS October 2013 - December 2013
TBI Airport Management March 2012 - December 2013
Skills
Airports, Flights, Aviation, Airport Management, Commercial Aviation, Aircraft, Airlines, Operations Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Management
Education
Auburn University 2007 — 2010
BA, Aviation Management
Auburn University 2004 — 2007
Bachelor of Science (BS), Business Adminstration concentrated in Aviation
AvPORTS Tweed- New Haven Airport July 2014 - Present
Alliance Financial Group May 2014 - Present
ADC&HAS October 2013 - December 2013
TBI Airport Management March 2012 - December 2013
Skills
Airports, Flights, Aviation, Airport Management, Commercial Aviation, Aircraft, Airlines, Operations Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Management
Education
Auburn University 2007 — 2010
BA, Aviation Management
Auburn University 2004 — 2007
Bachelor of Science (BS), Business Adminstration concentrated in Aviation
Earl Sparrow Earl Sparrow's Alliance Financial Group Experience July 2014 - December 2014
Job Agent at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha February 2015 - Present
Mt Olive AME 2011 - Present
Alliance Financial Group July 2014 - December 2014
Northwestern Mutual October 2012 - May 2014
Lee County School District August 2002 - June 2012
Skills
Insurance, Retirement Planning, Public Speaking, Investments, Fixed Annuities, Event Planning, Life Insurance, Small Business, Customer Service, Fundraising, Finance, Retirement, Music, Strategic Financial..., Musical Theatre, Microsoft Office, Disability Insurance, PowerPoint, Research, Leadership, Social Media, Leadership Development, Team Building, Nonprofits, Vocal, Social Networking, Strategic Planning, Microsoft Word, Budgets, Music Theory, Financial Analysis, Health Insurance, Microsoft Excel, Marketing, Staff Development, Sales, Piano, Teaching, Band, Choral, Community Outreach
Education
University of Florida 2008 — 2010
MME, Music Education
Florida Agricultural and Mechanical University 1993 — 2002
Bachelor of Science, Music Education
Mutual of Omaha February 2015 - Present
Mt Olive AME 2011 - Present
Alliance Financial Group July 2014 - December 2014
Northwestern Mutual October 2012 - May 2014
Lee County School District August 2002 - June 2012
Skills
Insurance, Retirement Planning, Public Speaking, Investments, Fixed Annuities, Event Planning, Life Insurance, Small Business, Customer Service, Fundraising, Finance, Retirement, Music, Strategic Financial..., Musical Theatre, Microsoft Office, Disability Insurance, PowerPoint, Research, Leadership, Social Media, Leadership Development, Team Building, Nonprofits, Vocal, Social Networking, Strategic Planning, Microsoft Word, Budgets, Music Theory, Financial Analysis, Health Insurance, Microsoft Excel, Marketing, Staff Development, Sales, Piano, Teaching, Band, Choral, Community Outreach
Education
University of Florida 2008 — 2010
MME, Music Education
Florida Agricultural and Mechanical University 1993 — 2002
Bachelor of Science, Music Education
Jaime Kight's Alliance Financial Group Experience September 2010 - September 2011
Job at
Industry Financial Services
Experience
Dunbar Armored December 2014 - Present
Metabolic Balance 2013 - Present
Capital Data Service August 2011 - November 2014
Alliance Financial Group September 2010 - September 2011
Regions Bank October 2007 - September 2010
Regions Bank November 2002 - October 2007
Skills
Thinking Outside The Box, Banking, Mortgage Lending, Loans, Credit, Sales, Sales Management, New Business Development, Portfolio Management, Strategic Financial..., Underwriting, Loan Origination, Small Business, Finance, Mortgage Banking, Marketing, Relationship Management, Selling, Customer Retention, Investments, Cross Selling, Cold Calling, Coaching, Nutrition, Business Development, Leadership
Education
Edison Community College 1993 — 1994
Dunbar Armored December 2014 - Present
Metabolic Balance 2013 - Present
Capital Data Service August 2011 - November 2014
Alliance Financial Group September 2010 - September 2011
Regions Bank October 2007 - September 2010
Regions Bank November 2002 - October 2007
Skills
Thinking Outside The Box, Banking, Mortgage Lending, Loans, Credit, Sales, Sales Management, New Business Development, Portfolio Management, Strategic Financial..., Underwriting, Loan Origination, Small Business, Finance, Mortgage Banking, Marketing, Relationship Management, Selling, Customer Retention, Investments, Cross Selling, Cold Calling, Coaching, Nutrition, Business Development, Leadership
Education
Edison Community College 1993 — 1994
Heath Wilcock's Alliance Financial Group Experience August 2007 - November 2007
Job Independent Life & Health Insurance Producer
Industry Insurance
Experience
Seros Financial June 2011 - Present
National Comedy Theatre March 2009 - Present
Arizona Federal Credit Union October 2010 - January 2011
Arizona Federal Credit Union May 2008 - October 2010
EZ Shredding Solutions January 2008 - May 2008
UPS November 2007 - December 2007
Alliance Financial Group August 2007 - November 2007
Joe's BBQ August 2002 - August 2004
Skills
Microsoft Office, Insurance, Customer Service, Public Speaking, Notary, Microsoft Excel, PowerPoint, Microsoft Word, Short Stories, Research, Editing, Teaching, Banking
Education
Arizona State University 2010 — 2012
English Creative Writing
Mesa Community College 2008 — 2010
AA, English
Chandler-Gilbert Community College 2008 — 2008
English
Rio Salado College 2007 — 2007
English
Mesquite High School 2001 — 2005
Seros Financial June 2011 - Present
National Comedy Theatre March 2009 - Present
Arizona Federal Credit Union October 2010 - January 2011
Arizona Federal Credit Union May 2008 - October 2010
EZ Shredding Solutions January 2008 - May 2008
UPS November 2007 - December 2007
Alliance Financial Group August 2007 - November 2007
Joe's BBQ August 2002 - August 2004
Skills
Microsoft Office, Insurance, Customer Service, Public Speaking, Notary, Microsoft Excel, PowerPoint, Microsoft Word, Short Stories, Research, Editing, Teaching, Banking
Education
Arizona State University 2010 — 2012
English Creative Writing
Mesa Community College 2008 — 2010
AA, English
Chandler-Gilbert Community College 2008 — 2008
English
Rio Salado College 2007 — 2007
English
Mesquite High School 2001 — 2005
Benjamin Lawless Benjamin Lawless's Alliance Financial Group Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Alliance Financial Group April 2015 - Present
Guardian Life February 2012 - February 2015
Bosch Rexroth June 2004 - December 2008
Blue Mountain Ski Area November 2003 - March 2006
Skills
Teamwork, Instructing, Workplace Design, Life Insurance, Universal Life, Whole Life, Long-term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Insurance, Marketing, Manufacturing, Recruitment Training, Databases
Education
Kutztown University of Pennsylvania 2009 — 2011
BSBA, Marketing and Managment
Northampton Community College 2006 — 2009
Associate's degree
Alliance Financial Group April 2015 - Present
Guardian Life February 2012 - February 2015
Bosch Rexroth June 2004 - December 2008
Blue Mountain Ski Area November 2003 - March 2006
Skills
Teamwork, Instructing, Workplace Design, Life Insurance, Universal Life, Whole Life, Long-term Care, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Insurance, Marketing, Manufacturing, Recruitment Training, Databases
Education
Kutztown University of Pennsylvania 2009 — 2011
BSBA, Marketing and Managment
Northampton Community College 2006 — 2009
Associate's degree
Bryan Perry's Alliance Financial Group Experience August 2004 - February 2005
Job Assurance Senior at GBQ Partners
Industry Accounting
Experience
GBQ Partners January 2007 - Present
Dixon, Davis, Bagent and Company March 2005 - January 2007
Alliance Financial Group August 2004 - February 2005
Education
Miami University 2000 — 2004
Accounting
GBQ Partners January 2007 - Present
Dixon, Davis, Bagent and Company March 2005 - January 2007
Alliance Financial Group August 2004 - February 2005
Education
Miami University 2000 — 2004
Accounting
April Loftus's Alliance Financial Group Experience August 2014 - Present
Job Accountant
Industry Nonprofit Organization Management
Experience
Alliance Financial Group August 2014 - Present
INFACT Accounting Solutions March 2009 - December 2011
Choice Payroll Services February 2003 - March 2006
UUNET December 2000 - March 2001
Akorn, Inc September 1999 - February 2000
Triad Development / Triad Communities January 1999 - August 1999
Peace Corps June 1997 - November 1998
Synergic Resources Corporation May 1993 - May 1997
Theater Arts for Youth January 1995 - June 1995
Synergic Resources Corporation June 1989 - April 1993
Skills
Payroll, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Auditing, Invoicing, Journal Entries, Financial Analysis, Financial Statements, Accruals, Analysis, Bank Reconciliation, Sales Tax, Microsoft Excel, Financial Reporting, Financial Accounting, Account Reconciliation, Cash Flow, Management
Education
Georgia College and State University 2005 — 2007
Spanish Education
Community College of Philadelphia 1992 — 1997
Associates Degree in Accounting, Accounting
Alliance Financial Group August 2014 - Present
INFACT Accounting Solutions March 2009 - December 2011
Choice Payroll Services February 2003 - March 2006
UUNET December 2000 - March 2001
Akorn, Inc September 1999 - February 2000
Triad Development / Triad Communities January 1999 - August 1999
Peace Corps June 1997 - November 1998
Synergic Resources Corporation May 1993 - May 1997
Theater Arts for Youth January 1995 - June 1995
Synergic Resources Corporation June 1989 - April 1993
Skills
Payroll, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Auditing, Invoicing, Journal Entries, Financial Analysis, Financial Statements, Accruals, Analysis, Bank Reconciliation, Sales Tax, Microsoft Excel, Financial Reporting, Financial Accounting, Account Reconciliation, Cash Flow, Management
Education
Georgia College and State University 2005 — 2007
Spanish Education
Community College of Philadelphia 1992 — 1997
Associates Degree in Accounting, Accounting
Christopher Tollette's Alliance Financial Group Experience January 1998 - January 2003
Job President at Home Benefit Partners
Industry Insurance
Experience
Home Benefit Partners March 2013 - Present
Florida Health Insurance Consultants, Inc. December 2009 - February 2013
Vertich Insurance Agency & Brokers Insurance Group January 1997 - January 2007
Alliance Financial Group January 1998 - January 2003
AFG January 1996 - January 1998
Aflac January 1995 - January 1996
Northwestern Mutual Life January 1993 - January 1995
Skills
Sales Management, Insurance, SEO, Life Insurance, Online Advertising, Retirement Planning, Investments, Sales, Marketing, New Business Development, Marketing Strategy, Contract Negotiation, Direct Sales, Management, Business Planning, Leadership, Negotiation, Whole Life, Human Resources, Social Media Marketing, Strategic Planning, Account Management, Small Business, Website Development, Entrepreneurship, Disability Insurance, Coaching, Employee Benefits, Team Building, Start-ups, Long-term Care, CRM, Recruiting, Health Insurance, Brokers, Term Life Insurance, Underwriting, Executive Management, Customer Service
Education
University of Colorado 1987 — 1991
BA, Communications / Economics
University of Colorado at Boulder 1987 — 1991
Bachelor's degree, Economics & Communications
Home Benefit Partners March 2013 - Present
Florida Health Insurance Consultants, Inc. December 2009 - February 2013
Vertich Insurance Agency & Brokers Insurance Group January 1997 - January 2007
Alliance Financial Group January 1998 - January 2003
AFG January 1996 - January 1998
Aflac January 1995 - January 1996
Northwestern Mutual Life January 1993 - January 1995
Skills
Sales Management, Insurance, SEO, Life Insurance, Online Advertising, Retirement Planning, Investments, Sales, Marketing, New Business Development, Marketing Strategy, Contract Negotiation, Direct Sales, Management, Business Planning, Leadership, Negotiation, Whole Life, Human Resources, Social Media Marketing, Strategic Planning, Account Management, Small Business, Website Development, Entrepreneurship, Disability Insurance, Coaching, Employee Benefits, Team Building, Start-ups, Long-term Care, CRM, Recruiting, Health Insurance, Brokers, Term Life Insurance, Underwriting, Executive Management, Customer Service
Education
University of Colorado 1987 — 1991
BA, Communications / Economics
University of Colorado at Boulder 1987 — 1991
Bachelor's degree, Economics & Communications
Molly Wendland's Alliance Financial Group Experience 1998 - 2000
Job Sales & Marketing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC 2006 - January 2013
Willow House 2002 - 2006
Alliance Financial Group 1998 - 2000
Propeller Interactive Design & Development 1997 - 1998
ARAMARK Refreshment Services 1992 - 1997
Skills
Proposal Generation, Marketing Material..., Sales, Building Relationships, Customer Service, Proposal Writing, Proposal Management, Content Development, Technical Writing, New Business Development, Sales Presentations, Business Development, Content Writing, Leadership, Sales Management, Selling, Training, Strategic Negotiations, Public Relations, Grant Writing, Tax Incentives, CRM, Problem Solving
Education
The University of Kansas 1983 — 1988
BA, Communication Studies
Shawnee Mission East High School
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC 2006 - January 2013
Willow House 2002 - 2006
Alliance Financial Group 1998 - 2000
Propeller Interactive Design & Development 1997 - 1998
ARAMARK Refreshment Services 1992 - 1997
Skills
Proposal Generation, Marketing Material..., Sales, Building Relationships, Customer Service, Proposal Writing, Proposal Management, Content Development, Technical Writing, New Business Development, Sales Presentations, Business Development, Content Writing, Leadership, Sales Management, Selling, Training, Strategic Negotiations, Public Relations, Grant Writing, Tax Incentives, CRM, Problem Solving
Education
The University of Kansas 1983 — 1988
BA, Communication Studies
Shawnee Mission East High School
Myra Prescott's Alliance Financial Group Experience
Job Operations Manager at Alliance Financial Group
Industry Financial Services
Experience
Alliance Financial Group
Skills
Operations Management, Process Improvement, Team Building, Management, Vendor Management, Change Management
Education
Colorado State University
B. S. Political Science
Alliance Financial Group
Skills
Operations Management, Process Improvement, Team Building, Management, Vendor Management, Change Management
Education
Colorado State University
B. S. Political Science
Jody Bishop M.B.A. & H.B.A's Alliance Financial Group Experience January 2012 - May 2013
Job Developing a personalized sales approach for Financial Advisors
Industry Financial Services
Experience
Alliance Financial Group January 2012 - May 2013
Cineplex Odeon and LiveEnt International January 1987 - January 1989
Molson Breweries of Canada January 1980 - January 1987
General Motors of Canada January 1977 - January 1980
Skills
Recruiting, Marketing, Executive Search, Talent Acquisition, Technical Recruiting, Business Development, Market Research, Sourcing, Business Strategy, Start-ups, Social Networking, Team Management, Negotiation, Strategic Partnerships, Sales Process, Sponsorship, First-Mover Initiator, Enhanced value to..., Financial Advisory, Training, Coaching, Leadership, Program Management, Employee Benefits, Non-profits, Sales, Interviews, Strategic Planning, Nonprofits, Advertising, Leadership Development, Strategic Financial..., Investments, New Business Development, Business Planning, Customer Service, Job Coaching, Management, CRM, Career Counseling, Insurance, Management Consulting, Networking, Career Development, Team Building, Small Business, Interview Preparation, Executive Coaching, Financial Services, Strategy
Education
The University of Western Ontario - Richard Ivey School of Business 1977 — 1979
MBA, Business and Psychology
The University of Western Ontario - Richard Ivey School of Business 1975 — 1977
Masters, Business Administration
The University of Western Ontario 1970 — 1977
Honors B.A, Psychology
Alliance Financial Group January 2012 - May 2013
Cineplex Odeon and LiveEnt International January 1987 - January 1989
Molson Breweries of Canada January 1980 - January 1987
General Motors of Canada January 1977 - January 1980
Skills
Recruiting, Marketing, Executive Search, Talent Acquisition, Technical Recruiting, Business Development, Market Research, Sourcing, Business Strategy, Start-ups, Social Networking, Team Management, Negotiation, Strategic Partnerships, Sales Process, Sponsorship, First-Mover Initiator, Enhanced value to..., Financial Advisory, Training, Coaching, Leadership, Program Management, Employee Benefits, Non-profits, Sales, Interviews, Strategic Planning, Nonprofits, Advertising, Leadership Development, Strategic Financial..., Investments, New Business Development, Business Planning, Customer Service, Job Coaching, Management, CRM, Career Counseling, Insurance, Management Consulting, Networking, Career Development, Team Building, Small Business, Interview Preparation, Executive Coaching, Financial Services, Strategy
Education
The University of Western Ontario - Richard Ivey School of Business 1977 — 1979
MBA, Business and Psychology
The University of Western Ontario - Richard Ivey School of Business 1975 — 1977
Masters, Business Administration
The University of Western Ontario 1970 — 1977
Honors B.A, Psychology
Leslie Bracken's Alliance Financial Group Experience January 2013 - Present
Job Recruiting Manager at Alliance Financial Group, LLC
Industry Insurance
Experience
Alliance Financial Group January 2013 - Present
Alliance Financial Group, LLC February 2011 - Present
Haverford Settlement Services, LLC April 2007 - December 2011
American Land Transfer Associates August 2003 - November 2007
Skills
FHA, Refinance, Residential Homes, Title Insurance, Real Estate Transactions, Short Sales, Foreclosures, Investment Properties, Real Estate, Home, REO, First Time Home Buyers, Mortgage Lending, Sellers, Escrow, Term Life Insurance, Life Insurance, Universal Life, Permanent Life Insurance, Whole Life, Customer Service, Property, Small Business, Selling, Loans, Insurance, Underwriting, Residential Mortgages, Sales
Education
Penn State University 1987 — 1990
Unionville High School 1983 — 1987
Diploma
Alliance Financial Group January 2013 - Present
Alliance Financial Group, LLC February 2011 - Present
Haverford Settlement Services, LLC April 2007 - December 2011
American Land Transfer Associates August 2003 - November 2007
Skills
FHA, Refinance, Residential Homes, Title Insurance, Real Estate Transactions, Short Sales, Foreclosures, Investment Properties, Real Estate, Home, REO, First Time Home Buyers, Mortgage Lending, Sellers, Escrow, Term Life Insurance, Life Insurance, Universal Life, Permanent Life Insurance, Whole Life, Customer Service, Property, Small Business, Selling, Loans, Insurance, Underwriting, Residential Mortgages, Sales
Education
Penn State University 1987 — 1990
Unionville High School 1983 — 1987
Diploma
Alex Lam's Alliance Financial Group Experience July 2009 - August 2009
Job Associate at Panorama Point Partners, LLC
Industry Investment Banking
Experience
Bridgepoint Merchant Banking August 2012 - March 2015
NUtech Ventures, Inc. May 2011 - May 2012
University of Nebraska-Lincoln August 2010 - May 2012
Invest Nebraska Corporation July 2011 - September 2011
Alliance Financial Group July 2009 - August 2009
INTI International University August 2007 - October 2007
Skills
Excel, SAS, Access, SPSS, Shazam, Maple, Visual Basic, VBA, Microsoft Excel, Market Research, Valuation
Education
University of Nebraska-Lincoln 2010 — 2012
Master of Business Administration
University of Nebraska-Lincoln 2008 — 2010
BS in Business Administration, Economics, Finance, Mathematics
Bridgepoint Merchant Banking August 2012 - March 2015
NUtech Ventures, Inc. May 2011 - May 2012
University of Nebraska-Lincoln August 2010 - May 2012
Invest Nebraska Corporation July 2011 - September 2011
Alliance Financial Group July 2009 - August 2009
INTI International University August 2007 - October 2007
Skills
Excel, SAS, Access, SPSS, Shazam, Maple, Visual Basic, VBA, Microsoft Excel, Market Research, Valuation
Education
University of Nebraska-Lincoln 2010 — 2012
Master of Business Administration
University of Nebraska-Lincoln 2008 — 2010
BS in Business Administration, Economics, Finance, Mathematics