Alpha & Omega Financial Services
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Alpha & Omega Financial Services Employees
HUBSU Inc. February 2012 - Present
Alpha & Omega Financial Services December 2011 - Present
Essential Cloud February 2013 - May 2013
Skills
Leadership Development, Cross-functional Team..., Creating Private Family..., Developing Retirement..., Debt Pay-down Scheduling, Operations Management, Marketing Strategy, Sales, Strategic Sales..., Quality Assurance, Customer Retention, Event Management, Customer Service, Human Resources, Behavioral Health, Customer Satisfaction, Management, Marketing
Education
University of Nevada-Las Vegas 2007 — 2011
BS, Business Administration, Management and Operations
Its Your Money Educational Institute 1985 - Present
Alpha & Omega Financial Services 1982 - Present
Alpha & Omega Financial Services 1982 - Present
Alpha & Omega Financial Services 1978 - Present
Alpha & Omega Financial Services 1976 - Present
Skills
Retirement, Fixed Annuities, Investments, Banking, Wealth Management, Insurance, Financial Advisory, Small Business, Leadership Development, Leadership, Life Insurance, Social Entrepreneurship, Retirement Planning, Business Strategy, Financial Planning, Entrepreneurship, Strategic Planning, Financial Services, Public Speaking, Coaching, Strategy, Marketing
Education
American College 1979 — 1982
Chartered Financial Consultant
American College 1972 — 1976
Chartered Life Underwriter
The University of Kansas 1965 — 1969
Bachelor's Degree, Biochemistry
Alpha & Omega Financial Services February 2015 - Present
Cornerstone Financial Group August 2012 - January 2015
Boeing February 2007 - October 2012
Kelly Services April 2006 - November 2006
Labinal - Boeing 787 Dreamliner October 2005 - April 2006
Skills
Analysis, Customer Service, Marketing, Sales, Finance, Team Building, Leadership, Public Speaking, Training
Education
Seattle University 2008 — 2008
MBA
Western Washington University 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Lake Washington HS
Alpha & Omega Financial Services December 2009 - Present
Ascend CPAs & Business Advisors November 2011 - December 2013
Anthony J. Faso CPA December 1996 - January 2012
Memphis Championship Barbecue November 1998 - November 2004
PricewaterhouseCoopers, December 1996 - December 1998
Internal Revenue Service January 1994 - May 1996
Skills
Infinite Banking Concept, Tax, Private Family Financing, Accounting, Equipment Financing, Tax Preparation, Auditing, CPA, Due Diligence, Financial Analysis, Financial Statements, Finance, Income Tax, Internal Controls, QuickBooks, Tax Returns, Small Business, Insurance, General Ledger, Payroll Taxes, Financial Planners, Tax Accounting, GAAP, Payroll, Mergers & Acquisitions, Financial Accounting, Investments, Sales Tax, Bookkeeping, Strategic Financial..., Financial Reporting, Budgets, Cash Flow, Tax Planning, Retirement Planning, Life Insurance, Permanent Life Insurance, College Savings Plans, Financial Planning
Education
University of Nevada-Las Vegas 1993 — 1996
BS, Accounting
Alpha & Omega Financial Services January 2005 - Present
Alpha & Omega Financial Services January 2005 - Present
Skills
Insurance, Life Insurance, Small Business, Risk Management, Retirement Planning, Fixed Annuities, Underwriting, Investments, Finance, Retirement
Education
Azusa Pacific University 1994 — 1996
(B.A.), Psychology
Ouchita Baptist 1992 — 1993
Psychology
Lawrence High School 1989 — 1992
Life Success & Legacy, Inc March 2011 - Present
Alpha & Omega Financial Services April 2006 - March 2011
CEK Insurance April 1989 - March 2006
Skills
Banking, Insurance, Public Speaking, Financial Analysis, Coaching, Business Strategy, Retirement Planning, Risk Management, Public Relations, Wealth Management, Strategic Financial..., Customer Service, Marketing, Sales Management, Property & Casualty..., Leadership, Loans, Life Insurance, New Business Development, Sales, Account Management, Home, Business Coaching, Customer Relations, Problem Solving, Financial Planning, Entrepreneurship, Finance, Mortgage Lending, Small Business, Retirement, Team Building
Education
Nelson Nash Institute formerly Infinite Banking Institute 2013 — 2013
IBC Certification, Infinite Banking Concept
The University of Kansas 1976 — 1980
Bachelor, Communication
Alpha & Omega Financial Services April 2009 - Present
HiPer Technology May 2001 - January 2008
Education
Davenport University 1997 — 2001
Management, Business
Alpha & Omega Financial Services May 2013 - Present
Mazzio's Corporation September 2011 - Present
Education
Oral Roberts University 2011 — 2015
BA and BS, Psychology and Business Administration
Hoosier Academies July 2014 - Present
Communication Institute November 2013 - June 2014
Biola University June 2013 - October 2013
Whittier Church of God May 2010 - October 2013
Alpha & Omega Financial Services May 2010 - June 2013
Walnut Lawn Church of God October 2006 - August 2009
Walnut Lawn Church of God May 2004 - August 2009
First Evangelical Free Church of Springfield, MO May 2003 - May 2004
Skills
Event Planning, Event Management, Microsoft Office, Nonprofits, PowerPoint, Administrative..., Microsoft Excel, Fundraising, Customer Service, Outlook, Microsoft Word, Office Management, Volunteer Management, Project Planning, Report Writing, Annual Reports, Budget Process, Department Budget..., Contract Management, Vendor Management, Written & Oral..., Volunteer Recruiting, Volunteer Training, Supervisory Skills, Desktop Publishing, Website Development, Database Administration, CRM databases, Office Administration, Office Equipment, Internet Research, Goal-oriented..., Administration, Administrative...
Education
Anderson University 1982 — 1986
Bachelor of Arts (BA), Christian Education
Anderson University 1982 — 1986
Bachelor of Arts (BA), Christian Education, A