ASPire Financial Services, LLC
Industry: Company
DescriptionFounded: 2002 Subsidiary: InvestLink Technologies LLC
ASPire Financial Services, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ASPire Financial Services, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ASPire Financial Services, LLC Employees
Employee
Years
Job
Industry
Kelly Gilbert Kelly Gilbert's ASPire Financial Services, LLC Experience August 2014 - Present
Job Key Account Manager, Aspire Financial Services
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2014 - Present
Harvey & Companies, Inc. April 2009 - July 2014
Ceridian July 2012 - April 2013
Harvey & Companies, Inc. April 2009 - July 2012
Franklin Templeton Investments April 2005 - January 2009
Skills
Performance Management, Workforce Management, HRO, Change Management, Process Improvement, Vendor Management, Coaching, PeopleSoft, Team Building, Salesforce.com, Training, Account Management, Series 65, Analysis, Business Analysis, Management
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Global Management
Eckerd College 1998 — 2001
Bachelor of Science (B.S.), Marine Sciences
Aspire Financial Services, LLC August 2014 - Present
Harvey & Companies, Inc. April 2009 - July 2014
Ceridian July 2012 - April 2013
Harvey & Companies, Inc. April 2009 - July 2012
Franklin Templeton Investments April 2005 - January 2009
Skills
Performance Management, Workforce Management, HRO, Change Management, Process Improvement, Vendor Management, Coaching, PeopleSoft, Team Building, Salesforce.com, Training, Account Management, Series 65, Analysis, Business Analysis, Management
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Global Management
Eckerd College 1998 — 2001
Bachelor of Science (B.S.), Marine Sciences
Courtney Marek Courtney Marek's ASPire Financial Services, LLC Experience August 2013 - Present
Job Trading and Corrections Associate at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC August 2013 - Present
Jocelyn Pension Consulting, LLC November 2012 - May 2013
Retirement Planning Services, Inc. January 2006 - October 2012
Skills
Mutual Funds, Series 7, Fixed Annuities, Series 63, Investments, Retirement, Securities, Financial Services, Series 6, Credit, Strategic Financial..., IRAs, 401k, Retirement Plan..., Relationship Management
Education
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
ASPire Financial Services, LLC August 2013 - Present
Jocelyn Pension Consulting, LLC November 2012 - May 2013
Retirement Planning Services, Inc. January 2006 - October 2012
Skills
Mutual Funds, Series 7, Fixed Annuities, Series 63, Investments, Retirement, Securities, Financial Services, Series 6, Credit, Strategic Financial..., IRAs, 401k, Retirement Plan..., Relationship Management
Education
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Racquel Smith, MBA Racquel Smith, MBA's ASPire Financial Services, LLC Experience June 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Aspire Financial Services, LLC June 2014 - Present
T. Rowe Price January 2011 - June 2014
T. Rowe Price July 2008 - December 2010
T. Rowe Price July 2007 - July 2008
T. Rowe Price April 2006 - July 2007
Skills
Public Speaking, Health Education, Strategic Planning, Research, Data Analysis, Workshop Facilitation, Relationship Management, Leadership, Customer Service, Marketing, Training, Team Building, Leadership Development, Change Management, Process Improvement, Coaching, Management, Financial Services, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Aurora University 1997 — 2001
BS, Physical Education
Aspire Financial Services, LLC June 2014 - Present
T. Rowe Price January 2011 - June 2014
T. Rowe Price July 2008 - December 2010
T. Rowe Price July 2007 - July 2008
T. Rowe Price April 2006 - July 2007
Skills
Public Speaking, Health Education, Strategic Planning, Research, Data Analysis, Workshop Facilitation, Relationship Management, Leadership, Customer Service, Marketing, Training, Team Building, Leadership Development, Change Management, Process Improvement, Coaching, Management, Financial Services, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Aurora University 1997 — 2001
BS, Physical Education
Tonya Kachurak Tonya Kachurak's ASPire Financial Services, LLC Experience November 2012 - Present
Job HR Generalist at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC November 2012 - Present
Coca-Cola Refreshments October 2010 - May 2012
Synovus January 2008 - January 2010
Angelica Corporation March 2006 - June 2007
Homeowners Loan Corp January 2002 - June 2005
Nationwide Furniture, Inc. January 2001 - December 2001
Flooring America December 1997 - January 2000
Skills
Employee Training, Human Resources, Deferred Compensation, Employee Relations, Recruiting, Insurance, COBRA, Interviews, Leadership, Payroll, College Recruiting, Personnel Management, Onboarding, Benefits Administration, Job Descriptions, 401k, Employee Benefits
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
Bachelor's degree, Business Administration and Management, General
ASPire Financial Services, LLC November 2012 - Present
Coca-Cola Refreshments October 2010 - May 2012
Synovus January 2008 - January 2010
Angelica Corporation March 2006 - June 2007
Homeowners Loan Corp January 2002 - June 2005
Nationwide Furniture, Inc. January 2001 - December 2001
Flooring America December 1997 - January 2000
Skills
Employee Training, Human Resources, Deferred Compensation, Employee Relations, Recruiting, Insurance, COBRA, Interviews, Leadership, Payroll, College Recruiting, Personnel Management, Onboarding, Benefits Administration, Job Descriptions, 401k, Employee Benefits
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
Bachelor's degree, Business Administration and Management, General
Nancy Corporon's ASPire Financial Services, LLC Experience May 2012 - February 2013
Job Enjoying life in Retirement
Industry Financial Services
Experience
Retirement May 2015 - Present
FPS Services , LLC January 2015 - May 2015
Nexus Financial Services, LLC May 2013 - December 2014
ASPire Financial Services, LLC May 2012 - February 2013
ASPire Financial Services, LLC September 2011 - April 2012
Nancy Corporon, REALTOR April 2005 - September 2011
The Corporon Company October 1996 - March 2003
Wells Fargo May 1991 - June 1996
American Express June 1987 - December 1990
Management Practice Consulting Partners, Inc. October 1985 - May 1987
Skills
Financial Services, Retirement, Investments, Strategic Planning, Retirement Planning, Team Building, Competitive Analysis, Marketing Strategy, Microsoft Excel, Outlook, Customer Service, Sales, Product Development, PowerPoint, Program Management, Management, Product Management, Real Estate, Marketing, Strategy, Training, Entrepreneurship, Leadership, Selling, Analysis, Employee Benefits, Finance, Direct Marketing, Mutual Funds, Insurance
Education
New York University 1980 — 1985
MBA, Management
Oklahoma City University 1968 — 1971
BM, French horn performance
Retirement May 2015 - Present
FPS Services , LLC January 2015 - May 2015
Nexus Financial Services, LLC May 2013 - December 2014
ASPire Financial Services, LLC May 2012 - February 2013
ASPire Financial Services, LLC September 2011 - April 2012
Nancy Corporon, REALTOR April 2005 - September 2011
The Corporon Company October 1996 - March 2003
Wells Fargo May 1991 - June 1996
American Express June 1987 - December 1990
Management Practice Consulting Partners, Inc. October 1985 - May 1987
Skills
Financial Services, Retirement, Investments, Strategic Planning, Retirement Planning, Team Building, Competitive Analysis, Marketing Strategy, Microsoft Excel, Outlook, Customer Service, Sales, Product Development, PowerPoint, Program Management, Management, Product Management, Real Estate, Marketing, Strategy, Training, Entrepreneurship, Leadership, Selling, Analysis, Employee Benefits, Finance, Direct Marketing, Mutual Funds, Insurance
Education
New York University 1980 — 1985
MBA, Management
Oklahoma City University 1968 — 1971
BM, French horn performance
Amanda Wood, CPA, PMP's ASPire Financial Services, LLC Experience October 2012 - November 2012
Job Finance / IT Leader
Industry Electrical/Electronic Manufacturing
Experience
Jabil January 2014 - Present
Jabil April 2013 - January 2014
Bongo International December 2012 - March 2013
ASPire Financial Services, LLC October 2012 - November 2012
Smith & Nephew April 2009 - March 2012
Advantage Sales & Marketing: Campaigners Division November 2004 - May 2009
Ticketmaster July 2001 - November 2004
Andersen December 2000 - July 2001
Miller, Kaplan, Arase & Co., LLP January 1999 - December 2000
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Budget Setting, Financial Forecasting, Team Leadership, Talent Developer, Financial Modeling, Project Management, Account Reconciliation, Accounts Receivable, Sarbanes-Oxley Act, Process Improvement, Analysis, Auditing, Budgets, Finance, General Ledger, Forecasting, Management
Education
Radford University 1991 — 1996
BS, Accounting
Herndon High School
Jabil January 2014 - Present
Jabil April 2013 - January 2014
Bongo International December 2012 - March 2013
ASPire Financial Services, LLC October 2012 - November 2012
Smith & Nephew April 2009 - March 2012
Advantage Sales & Marketing: Campaigners Division November 2004 - May 2009
Ticketmaster July 2001 - November 2004
Andersen December 2000 - July 2001
Miller, Kaplan, Arase & Co., LLP January 1999 - December 2000
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Budget Setting, Financial Forecasting, Team Leadership, Talent Developer, Financial Modeling, Project Management, Account Reconciliation, Accounts Receivable, Sarbanes-Oxley Act, Process Improvement, Analysis, Auditing, Budgets, Finance, General Ledger, Forecasting, Management
Education
Radford University 1991 — 1996
BS, Accounting
Herndon High School
Cathy Godfrey Cathy Godfrey's ASPire Financial Services, LLC Experience August 2012 - August 2013
Job Implementation and Conversions
Industry Insurance
Experience
Anthem, Inc. December 2014 - Present
Momentive October 2013 - April 2014
ASPire Financial Services, LLC August 2012 - August 2013
Aon Hewitt July 2011 - August 2012
The Newport Group 2007 - 2011
APS Energy Services 2004 - 2006
Skills
Project Management, Software Project..., Process Improvement, Microsoft Excel, Microsoft Office, CRM, Microsoft Word, Public Speaking, Event Management, Management, New Business Development, MS Project, 401k, Retirement Plan..., Retirement, Benefits Administration, Team Building, Pensions, Retirement Planning, Relationship Management, Team Leadership, Defined Contribution, Human Resources, Analysis, Employee Benefits, Vendor Management, Risk Management, Program Management, Financial Services, Finance
Education
Ohio University 1984 — 1988
Anthem, Inc. December 2014 - Present
Momentive October 2013 - April 2014
ASPire Financial Services, LLC August 2012 - August 2013
Aon Hewitt July 2011 - August 2012
The Newport Group 2007 - 2011
APS Energy Services 2004 - 2006
Skills
Project Management, Software Project..., Process Improvement, Microsoft Excel, Microsoft Office, CRM, Microsoft Word, Public Speaking, Event Management, Management, New Business Development, MS Project, 401k, Retirement Plan..., Retirement, Benefits Administration, Team Building, Pensions, Retirement Planning, Relationship Management, Team Leadership, Defined Contribution, Human Resources, Analysis, Employee Benefits, Vendor Management, Risk Management, Program Management, Financial Services, Finance
Education
Ohio University 1984 — 1988
Jon Tyree's ASPire Financial Services, LLC Experience April 2010 - June 2012
Job Branch Manager at Washington Federal
Industry Banking
Experience
Washington Federal July 2014 - Present
Citi September 2013 - July 2014
Supreme Lending June 2012 - September 2013
ASPire Financial Services, LLC April 2010 - June 2012
JPMorgan Chase February 2008 - April 2010
Skills
Refinance, Investments, Banking, Loan Origination, Loans, Small Business, Commercial Lending, Consumer Lending, Credit, FHA, Finance, Financial Services, Residential Mortgages, Small Business Lending, Underwriting
Education
LeTourneau University 2008 — 2012
BA (BS) Business Administration, Business Administration, Management and Operations
Washington Federal July 2014 - Present
Citi September 2013 - July 2014
Supreme Lending June 2012 - September 2013
ASPire Financial Services, LLC April 2010 - June 2012
JPMorgan Chase February 2008 - April 2010
Skills
Refinance, Investments, Banking, Loan Origination, Loans, Small Business, Commercial Lending, Consumer Lending, Credit, FHA, Finance, Financial Services, Residential Mortgages, Small Business Lending, Underwriting
Education
LeTourneau University 2008 — 2012
BA (BS) Business Administration, Business Administration, Management and Operations
Laura Blackwell Laura Blackwell's ASPire Financial Services, LLC Experience October 2013 - Present
Job Account Executive 403(b)|457 Markets at Aspire Financial Services, LLC
Industry Banking
Experience
Aspire Financial Services, LLC October 2013 - Present
ASPire Financial Services, LLC April 2012 - October 2013
AIM Above LLC June 2010 - April 2012
Pilot Bank April 2009 - September 2009
Pilot Bank August 2005 - March 2009
Valley National Bank 1996 - 2002
Laurention Bank 1987 - 1994
Skills
Customer Relations, Public Relations, Team Leadership, Event Management, Creative Problem Solving, Policy/Procedure..., Loyalty Marketing, Staff Management, Budgeting, Strategic Planning, Team Building, Marketing Strategy, Coaching, Marketing Management, Online Marketing, Customer Service, Budgets, Banking, CRM, Start-ups, Training, Business Development, Sales, Marketing, Leadership, Leadership Development, Social Media, Project Management, Analysis, Operations Management, Strategic Communications, Nonprofits, Management, Financial Services
Education
University of Saskatchewan 1977 — 1980
B'Comm, Marketing and Economics
American Bankers Association
School of Bank Marketing and Management
Aspire Financial Services, LLC October 2013 - Present
ASPire Financial Services, LLC April 2012 - October 2013
AIM Above LLC June 2010 - April 2012
Pilot Bank April 2009 - September 2009
Pilot Bank August 2005 - March 2009
Valley National Bank 1996 - 2002
Laurention Bank 1987 - 1994
Skills
Customer Relations, Public Relations, Team Leadership, Event Management, Creative Problem Solving, Policy/Procedure..., Loyalty Marketing, Staff Management, Budgeting, Strategic Planning, Team Building, Marketing Strategy, Coaching, Marketing Management, Online Marketing, Customer Service, Budgets, Banking, CRM, Start-ups, Training, Business Development, Sales, Marketing, Leadership, Leadership Development, Social Media, Project Management, Analysis, Operations Management, Strategic Communications, Nonprofits, Management, Financial Services
Education
University of Saskatchewan 1977 — 1980
B'Comm, Marketing and Economics
American Bankers Association
School of Bank Marketing and Management
Michael Arscott's ASPire Financial Services, LLC Experience September 2009 - March 2011
Job at Tell Me A Story
Industry Writing and Editing
Experience
Tell Me A Story August 2011 - Present
United Rentals October 2012 - October 2013
ASPire Financial Services, LLC September 2009 - March 2011
Chase November 2005 - August 2009
Walt Disney World April 1997 - April 1998
Skills
Microsoft Word, Customer Service, Film, PowerPoint, Creative Writing, Editing, Team Building, Leadership, New Business Development, Recruiting, Strategic Planning, Microsoft Office, Outlook, Screenwriting, Film Production, Photoshop, Microsoft Excel, Script Consultation, Script Editing, Camera Operating, Film Editing, Directing, Short Films, Social Networking, Short Stories, Final Draft, Story Editing, Cinematography, Camera, Blogging, Poetry, Facebook, Proofreading, Time Management, Comedy, Access, Sales, Mac, Final Cut Pro, Final Cut Studio, Critical Thinking, Research, Analysis, Television, Adobe Creative Suite, Scripting, Social Media, Graphic Design
Education
Full Sail University 2011 — 2015
Master of Fine Arts (M.F.A.), Creative Writing for Entertainment
Bloomingdale Senior High School 1992 — 1994
Tell Me A Story August 2011 - Present
United Rentals October 2012 - October 2013
ASPire Financial Services, LLC September 2009 - March 2011
Chase November 2005 - August 2009
Walt Disney World April 1997 - April 1998
Skills
Microsoft Word, Customer Service, Film, PowerPoint, Creative Writing, Editing, Team Building, Leadership, New Business Development, Recruiting, Strategic Planning, Microsoft Office, Outlook, Screenwriting, Film Production, Photoshop, Microsoft Excel, Script Consultation, Script Editing, Camera Operating, Film Editing, Directing, Short Films, Social Networking, Short Stories, Final Draft, Story Editing, Cinematography, Camera, Blogging, Poetry, Facebook, Proofreading, Time Management, Comedy, Access, Sales, Mac, Final Cut Pro, Final Cut Studio, Critical Thinking, Research, Analysis, Television, Adobe Creative Suite, Scripting, Social Media, Graphic Design
Education
Full Sail University 2011 — 2015
Master of Fine Arts (M.F.A.), Creative Writing for Entertainment
Bloomingdale Senior High School 1992 — 1994
Dipankar Mandal Dipankar Mandal's ASPire Financial Services, LLC Experience October 2014 - Present
Job Executive Vice President and CIO at Aspire Financial Services, LLC
Industry Information Technology and Services
Experience
Aspire Financial Services, LLC October 2014 - Present
Acclaris February 2001 - May 2015
ObjectSol February 2014 - September 2014
agilisPragma October 2012 - January 2014
Acclaris February 2001 - September 2012
Ceridian August 1994 - January 2001
AT&T / Bell Labs, Modi/Rank Xerox, ITC Limited, PCS/Data General etc. June 1985 - July 1994
Skills
Strategic Planning, Business Acquisition, Acquisition Integration, Due Diligence, Strategic Partnerships, Global Strategy, Global Delivery, Global Operations, IT Strategy, Business Process Design, Business Process..., Enterprise Architecture, System Architecture, Product Management, Product Design, Product Development, Technology Needs..., Technology Management, Healthcare Information..., SaaS, Business Analysis, SDLC, Software Development, Java Enterprise Edition, Outsourcing, Agile Methodologies, Executive Management, Vendor Management, Cloud Computing, Start-ups, Integration, Management, Mergers & Acquisitions, Enterprise Software, Strategy, Leadership, CRM, Business Intelligence, Professional Services, Management Consulting, Information Technology, Software Project..., Business Process, Consulting, Venture Capital, Program Management, Business Transformation, Service Delivery, Business Process...
Education
Jadavpur University 1981 — 1985
Engineering, Electronics and Telecommunications
Aspire Financial Services, LLC October 2014 - Present
Acclaris February 2001 - May 2015
ObjectSol February 2014 - September 2014
agilisPragma October 2012 - January 2014
Acclaris February 2001 - September 2012
Ceridian August 1994 - January 2001
AT&T / Bell Labs, Modi/Rank Xerox, ITC Limited, PCS/Data General etc. June 1985 - July 1994
Skills
Strategic Planning, Business Acquisition, Acquisition Integration, Due Diligence, Strategic Partnerships, Global Strategy, Global Delivery, Global Operations, IT Strategy, Business Process Design, Business Process..., Enterprise Architecture, System Architecture, Product Management, Product Design, Product Development, Technology Needs..., Technology Management, Healthcare Information..., SaaS, Business Analysis, SDLC, Software Development, Java Enterprise Edition, Outsourcing, Agile Methodologies, Executive Management, Vendor Management, Cloud Computing, Start-ups, Integration, Management, Mergers & Acquisitions, Enterprise Software, Strategy, Leadership, CRM, Business Intelligence, Professional Services, Management Consulting, Information Technology, Software Project..., Business Process, Consulting, Venture Capital, Program Management, Business Transformation, Service Delivery, Business Process...
Education
Jadavpur University 1981 — 1985
Engineering, Electronics and Telecommunications
Daryle Pompeo Daryle Pompeo's ASPire Financial Services, LLC Experience August 2008 - Present
Job Corporate Trainer
Industry Financial Services
Experience
ASPire Financial Services, LLC August 2008 - Present
Citi April 2007 - May 2008
Smith Barney February 1997 - April 2007
Skills
Leadership, Training, Creation Of Training..., Training Manuals, Product Management, Product Development, Project Management, IRAs, Investments, Retirement, Financial Services, Relationship Management, Corporate Training, Education, Mutual Funds, Retirement Planning, Management, 401k, 403 b, Defined Benefit, Finance, Profit Sharing
Education
University of South Florida 1991 — 1994
BA, French Education
ASPire Financial Services, LLC August 2008 - Present
Citi April 2007 - May 2008
Smith Barney February 1997 - April 2007
Skills
Leadership, Training, Creation Of Training..., Training Manuals, Product Management, Product Development, Project Management, IRAs, Investments, Retirement, Financial Services, Relationship Management, Corporate Training, Education, Mutual Funds, Retirement Planning, Management, 401k, 403 b, Defined Benefit, Finance, Profit Sharing
Education
University of South Florida 1991 — 1994
BA, French Education
Mark Luckinbill Mark Luckinbill's ASPire Financial Services, LLC Experience January 2013 - Present
Job Head of 403b and 457 Markets | K12, Government, Healthcare | Vice President
Industry Financial Services
Experience
Aspire Financial Services, LLC January 2013 - Present
RaceReach.com October 2011 - Present
Voya Financial 2007 - October 2011
ING 2000 - 2008
Aetna Financial Services 1996 - 2000
Aetna Financial Services 1992 - 1994
Skills
Leadership, Marketing, Retirement Planning, Business Development, CRM, Management, Social Media, Retirement, Investments, Sales Management, Financial Services, Sales, Marketing Communications, Relationship Management, Entrepreneurship, Integrated Marketing, Team Leadership, Coaching, Program Management, 401k, Financial Advisory, Advertising, Training, Sales Operations, Event Management, Sports, Product Development, 403 b
Education
University of Denver 1987 — 1991
BSBA
West Morris Central High School 1984 — 1987
Aspire Financial Services, LLC January 2013 - Present
RaceReach.com October 2011 - Present
Voya Financial 2007 - October 2011
ING 2000 - 2008
Aetna Financial Services 1996 - 2000
Aetna Financial Services 1992 - 1994
Skills
Leadership, Marketing, Retirement Planning, Business Development, CRM, Management, Social Media, Retirement, Investments, Sales Management, Financial Services, Sales, Marketing Communications, Relationship Management, Entrepreneurship, Integrated Marketing, Team Leadership, Coaching, Program Management, 401k, Financial Advisory, Advertising, Training, Sales Operations, Event Management, Sports, Product Development, 403 b
Education
University of Denver 1987 — 1991
BSBA
West Morris Central High School 1984 — 1987
Chantelle D'Angelo's ASPire Financial Services, LLC Experience March 2009 - July 2010
Job Louison, Costello, Condon & Pfaff, LLP
Industry Law Practice
Experience
Louison, Costello, Condon & Pfaff February 2014 - Present
Louison, Costello, Condon & Pfaff, LLP May 2012 - January 2014
Suffolk County Juvenile Court January 2012 - May 2012
Marcos Law Offices August 2011 - October 2011
Robert K. Rainer, P.C. May 2011 - August 2011
ASPire Financial Services, LLC March 2009 - July 2010
Merrill Lynch & Co September 2008 - May 2009
Skills
Legal Research, Legal Writing, Litigation, Access, Excel, Microsoft Excel, Microsoft Office, Trademarks, Personal Injury, Courts, Bankruptcy, Patents, Securities Regulation, Motions, Lexis, LexisNexis
Education
Suffolk University Law School 2010 — 2013
JD, Law
University of Tampa 2005 — 2009
Bachelor of Science, Business Economics
University of Tampa 2005 — 2009
Bachelor of Arts, Political Science
Louison, Costello, Condon & Pfaff February 2014 - Present
Louison, Costello, Condon & Pfaff, LLP May 2012 - January 2014
Suffolk County Juvenile Court January 2012 - May 2012
Marcos Law Offices August 2011 - October 2011
Robert K. Rainer, P.C. May 2011 - August 2011
ASPire Financial Services, LLC March 2009 - July 2010
Merrill Lynch & Co September 2008 - May 2009
Skills
Legal Research, Legal Writing, Litigation, Access, Excel, Microsoft Excel, Microsoft Office, Trademarks, Personal Injury, Courts, Bankruptcy, Patents, Securities Regulation, Motions, Lexis, LexisNexis
Education
Suffolk University Law School 2010 — 2013
JD, Law
University of Tampa 2005 — 2009
Bachelor of Science, Business Economics
University of Tampa 2005 — 2009
Bachelor of Arts, Political Science
Debra Lang-Williams's ASPire Financial Services, LLC Experience April 2011 - November 2013
Job Accounting Specialist at Lutheran Services of Georgia, Inc.
Industry Nonprofit Organization Management
Experience
Aspire Financial Services LLC April 2011 - November 2013
Tampa Bay WorkForce Alliance December 2009 - August 2010
Fortress Family Office Group January 2007 - July 2009
Skills
Financial Analysis, Finance, Retirement Planning, Investments, Mutual Funds, Account Reconciliation, Accounting, Invoicing
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
St. Petersburg College 2013 — 2014
Associate of Arts (AA)
Aspire Financial Services LLC April 2011 - November 2013
Tampa Bay WorkForce Alliance December 2009 - August 2010
Fortress Family Office Group January 2007 - July 2009
Skills
Financial Analysis, Finance, Retirement Planning, Investments, Mutual Funds, Account Reconciliation, Accounting, Invoicing
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA)
St. Petersburg College 2013 — 2014
Associate of Arts (AA)
Lisa Esker's ASPire Financial Services, LLC Experience March 2013 - August 2013
Job Customer Service Professional
Industry Insurance
Experience
State Farm September 2014 - Present
LifeVantage August 2014 - Present
Cognosante February 2014 - April 2014
ASPire Financial Services, LLC March 2013 - August 2013
Raymond James Financial Inc. January 2006 - March 2013
JL Ventures LLC February 2007 - September 2008
Raymond James Financial Inc. September 2001 - January 2006
Raymond James Financial Inc. March 2000 - September 2001
Raymond James Financial Inc. June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES August 1993 - June 1999
Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business
Education
Southern Illinois University, Edwardsville 1989 — 1993
Education/Music
Eastern Illinois University 1991 — 1992
Early Childhood Eduation
Southwestern Illinois College 1989 — 1992
AA, Elementary Education, Music
State Farm September 2014 - Present
LifeVantage August 2014 - Present
Cognosante February 2014 - April 2014
ASPire Financial Services, LLC March 2013 - August 2013
Raymond James Financial Inc. January 2006 - March 2013
JL Ventures LLC February 2007 - September 2008
Raymond James Financial Inc. September 2001 - January 2006
Raymond James Financial Inc. March 2000 - September 2001
Raymond James Financial Inc. June 1999 - March 2000
RAYMOND JAMES FINANCIAL SERVICES August 1993 - June 1999
Skills
Performance Metrics, Development & delivery..., Operations Management, Situational Leadership, Strategic Communications, Strategic Planning, Team Building, Management, Leadership, Change Management, Vendor Management, Performance Management, Human Resources, Financial Services, Budgets, Business Analysis, 401k, Customer Service, Process Improvement, Insurance, Banking, Telephony, 403 b, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Series 7, IRAs, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Securities, FINRA, Investments, Strategic Financial..., Portfolio Management, Business Process..., Fixed Annuities, Finance, Investment Advisory, CRM, Training, Financial Advisory, Asset Management, Coaching, Analysis, Defined Benefit, Small Business
Education
Southern Illinois University, Edwardsville 1989 — 1993
Education/Music
Eastern Illinois University 1991 — 1992
Early Childhood Eduation
Southwestern Illinois College 1989 — 1992
AA, Elementary Education, Music
Matthew Mancino Matthew Mancino's ASPire Financial Services, LLC Experience March 2009 - Present
Job Billing Specialist at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC March 2009 - Present
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, Series 6, Defined Benefit, Relationship Management, Series 63, Retirement Plan..., IRAs, Financial Services, Financial Advisory, Microsoft Excel, Finance
Education
University of Tampa 2006 — 2010
International Business and Finance, Finance, business, international
Universidad Latina de Costa Rica 2008 — 2008
Study abroad
ASPire Financial Services, LLC March 2009 - Present
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Investments, Series 6, Defined Benefit, Relationship Management, Series 63, Retirement Plan..., IRAs, Financial Services, Financial Advisory, Microsoft Excel, Finance
Education
University of Tampa 2006 — 2010
International Business and Finance, Finance, business, international
Universidad Latina de Costa Rica 2008 — 2008
Study abroad
Pete Kirtland Pete Kirtland's ASPire Financial Services, LLC Experience July 2002 - Present
Job President and CEO, Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC July 2002 - Present
InvestLink Technologies October 1999 - October 2001
LarsonAllen April 1997 - October 1999
Coopers & Lybrand February 1989 - April 1997
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Mutual Funds, Retirement Plan..., Employee Benefits, Wealth Management, Profit Sharing, Asset Allocation, Investment Advisory, IRAs, Securities, Pensions, Financial Advisory, Investment Management, ERISA, 403 b, Strategic Financial..., Pension Administration, Relationship Management, Defined Contribution, Qualified Retirement..., Roth IRA, Alternative Investments, Financial Planners, Fixed Annuities, Investment Strategies, 401k Rollovers, Investment Advisory..., Equities, Payroll Deduct IRA, Defined Benefit
Education
Penn State University 1984 — 1988
Bachelor's Degree, Finance
Aspire Financial Services, LLC July 2002 - Present
InvestLink Technologies October 1999 - October 2001
LarsonAllen April 1997 - October 1999
Coopers & Lybrand February 1989 - April 1997
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Mutual Funds, Retirement Plan..., Employee Benefits, Wealth Management, Profit Sharing, Asset Allocation, Investment Advisory, IRAs, Securities, Pensions, Financial Advisory, Investment Management, ERISA, 403 b, Strategic Financial..., Pension Administration, Relationship Management, Defined Contribution, Qualified Retirement..., Roth IRA, Alternative Investments, Financial Planners, Fixed Annuities, Investment Strategies, 401k Rollovers, Investment Advisory..., Equities, Payroll Deduct IRA, Defined Benefit
Education
Penn State University 1984 — 1988
Bachelor's Degree, Finance
Wendi Norbut Wendi Norbut's ASPire Financial Services, LLC Experience March 2015 - Present
Job Controller at Aspire Financial Services, LLC
Industry Accounting
Experience
Aspire Financial Services, LLC March 2015 - Present
ASPire Financial Services, LLC July 2013 - March 2015
DDS Lab, Inc. December 2012 - June 2013
Intelident Solutions May 2012 - December 2012
Intelident Solutions April 2011 - June 2012
CBIZ Kirkland Russ Murphy & Tapp June 2009 - July 2011
Skills
SEC filings, GAAP, Auditing, Internal Controls, Accounting, Financial Reporting, US GAAP, CPA, External Audit, Financial Accounting, Financial Analysis, Consolidation, Finance, Assurance, Account Reconciliation
Education
University of South Florida - College of Business Administration 1998 — 2003
Bachelor of Science (BS), Accounting
Aspire Financial Services, LLC March 2015 - Present
ASPire Financial Services, LLC July 2013 - March 2015
DDS Lab, Inc. December 2012 - June 2013
Intelident Solutions May 2012 - December 2012
Intelident Solutions April 2011 - June 2012
CBIZ Kirkland Russ Murphy & Tapp June 2009 - July 2011
Skills
SEC filings, GAAP, Auditing, Internal Controls, Accounting, Financial Reporting, US GAAP, CPA, External Audit, Financial Accounting, Financial Analysis, Consolidation, Finance, Assurance, Account Reconciliation
Education
University of South Florida - College of Business Administration 1998 — 2003
Bachelor of Science (BS), Accounting
Christina Freeman Christina Freeman's ASPire Financial Services, LLC Experience February 2013 - October 2013
Job Instructional Designer at University of South Florida
Industry Design
Experience
University of South Florida Health IS November 2013 - Present
CDF Multimedia Services October 2013 - Present
ASPire Financial Services, LLC February 2013 - October 2013
The Depository Trust & Clearing Corporation August 2012 - February 2013
Moffitt Cancer Center June 2012 - July 2012
The Community College of Baltimore County May 2007 - March 2012
The Community College of Baltimore County May 2006 - May 2007
The Community College of Baltimore County August 2005 - June 2006
Skills
Dreamweaver, Flash, Photoshop, Illustrator, HTML, Final Cut Express, Sound Forge, Visual Studio, Microsoft Office, Microsoft XNA Gam Studio, Xcode, C++, C#, Objective-C, Unity3D, InDesign, Retail Management, Administrative Support, Office Administration, Photo Editing, Graphic Design, Interactive Media, Account Management, User Interface Design, Usability Testing, Market Analysis, Curriculum Design, Pre-press, JavaScript, Web Design, ActionScript, Editing, Multimedia, E-Learning, Higher Education, Leadership
Education
Drexel University 2011 — 2013
Master's of Science, Learning Technologies, 3.8
University of Baltimore 2008 — 2010
BS, Simulation and Digital Entertainment, 3.6
The Community College of Baltimore County 2006 — 2008
AAS, Simulation and Digital Entertainment
Booker T. Washington HSPVA 1991 — 1995
Diploma, Visual Art, 4.0
University of South Florida Health IS November 2013 - Present
CDF Multimedia Services October 2013 - Present
ASPire Financial Services, LLC February 2013 - October 2013
The Depository Trust & Clearing Corporation August 2012 - February 2013
Moffitt Cancer Center June 2012 - July 2012
The Community College of Baltimore County May 2007 - March 2012
The Community College of Baltimore County May 2006 - May 2007
The Community College of Baltimore County August 2005 - June 2006
Skills
Dreamweaver, Flash, Photoshop, Illustrator, HTML, Final Cut Express, Sound Forge, Visual Studio, Microsoft Office, Microsoft XNA Gam Studio, Xcode, C++, C#, Objective-C, Unity3D, InDesign, Retail Management, Administrative Support, Office Administration, Photo Editing, Graphic Design, Interactive Media, Account Management, User Interface Design, Usability Testing, Market Analysis, Curriculum Design, Pre-press, JavaScript, Web Design, ActionScript, Editing, Multimedia, E-Learning, Higher Education, Leadership
Education
Drexel University 2011 — 2013
Master's of Science, Learning Technologies, 3.8
University of Baltimore 2008 — 2010
BS, Simulation and Digital Entertainment, 3.6
The Community College of Baltimore County 2006 — 2008
AAS, Simulation and Digital Entertainment
Booker T. Washington HSPVA 1991 — 1995
Diploma, Visual Art, 4.0
Ryan Racine, CRPS® Ryan Racine, CRPS®'s ASPire Financial Services, LLC Experience October 2012 - Present
Job Regional Sales Manager | Defined Contribution | Defined Benefit
Industry Financial Services
Experience
ASPire Financial Services, LLC October 2012 - Present
ASPire Financial Services, LLC April 2009 - October 2012
Quality Distribution January 2005 - March 2007
JP Morgan Chase & NSPCC January 2002 - October 2004
Skills
401k, Retirement, Retirement Plan..., IRAs, Series 6, 403 b, Mutual Funds, Series 63, Open Architecture, 457 Plans, Finance, Morningstar, Profit Sharing, Sales Strategy, Marketing Strategy, Investment Advisory, Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Financial Planning
Education
Central
University of South Florida
Finance
ASPire Financial Services, LLC October 2012 - Present
ASPire Financial Services, LLC April 2009 - October 2012
Quality Distribution January 2005 - March 2007
JP Morgan Chase & NSPCC January 2002 - October 2004
Skills
401k, Retirement, Retirement Plan..., IRAs, Series 6, 403 b, Mutual Funds, Series 63, Open Architecture, 457 Plans, Finance, Morningstar, Profit Sharing, Sales Strategy, Marketing Strategy, Investment Advisory, Investments, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Financial Planning
Education
Central
University of South Florida
Finance
Lou Bachetti Lou Bachetti's ASPire Financial Services, LLC Experience December 2010 - December 2013
Job Founder of Alpha Financial Partners, An Industry Leading Marketing and Multi Channel Retirement Distribution Company
Industry Financial Services
Experience
ALPHA Financial Partners January 2014 - Present
ALPHA Financial Partners January 2014 - Present
ASPire Financial Services, LLC December 2010 - December 2013
Transamerica Retirement Services May 2008 - August 2010
ING U.S. September 1992 - April 2008
Skills
Retirement Planning, Retirement, Investments, 401k, Financial Services, Series 7, Strategy, Series 63, Wealth Management, Sales, Sales Management, Financial Advisory, Relationship Management, Banking, Mutual Funds, Employee Benefits, Finance, Series 6, Defined Benefit, Profit Sharing, IRAs
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
ALPHA Financial Partners January 2014 - Present
ALPHA Financial Partners January 2014 - Present
ASPire Financial Services, LLC December 2010 - December 2013
Transamerica Retirement Services May 2008 - August 2010
ING U.S. September 1992 - April 2008
Skills
Retirement Planning, Retirement, Investments, 401k, Financial Services, Series 7, Strategy, Series 63, Wealth Management, Sales, Sales Management, Financial Advisory, Relationship Management, Banking, Mutual Funds, Employee Benefits, Finance, Series 6, Defined Benefit, Profit Sharing, IRAs
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
Frank Julian Frank Julian's ASPire Financial Services, LLC Experience May 2012 - Present
Job Software Tester at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC May 2012 - Present
ASPire Financial Services, LLC February 2009 - May 2012
Outback Steakhouse January 2005 - February 2009
Burger King Corporation December 2001 - July 2004
Education
Pasco-Hernando Community College 2005 — 2009
Associate in Arts, Accounting & Finance
University of South Florida
ASPire Financial Services, LLC May 2012 - Present
ASPire Financial Services, LLC February 2009 - May 2012
Outback Steakhouse January 2005 - February 2009
Burger King Corporation December 2001 - July 2004
Education
Pasco-Hernando Community College 2005 — 2009
Associate in Arts, Accounting & Finance
University of South Florida
Charlene Foote's ASPire Financial Services, LLC Experience January 2007 - August 2011
Job Designer at Getaround
Industry Graphic Design
Experience
Getaround April 2014 - Present
Freelance 2006 - Present
Big Sea Web Design & Development August 2011 - November 2013
ASPire Financial Services, LLC January 2007 - August 2011
Opus South Corporation May 2003 - January 2007
Skills
Presentation Design, Advertising, Corporate Branding, Branding & Identity, Graphic Design, Adobe Creative Suite, Microsoft Office, Brand Implementation, Photoshop, Microsoft Excel, Creative Services, Marketing, Graphics, Email Marketing, WordPress, Web Design, Corporate Identity, InDesign, Logo Design, Vector Illustration, Creative Direction, Social Media Marketing, Critical Thinking, User Interface Design, Iframes, Art Direction, Copywriting, Illustrator, Brochures, User Experience, CSS, HTML, Front End Developers, CSS3, HTML 5
Education
International Academy of Design 2005 — 2006
BFA, Graphic Design
Pensacola Junior College 2003 — 2005
AAS, Graphic Design
Getaround April 2014 - Present
Freelance 2006 - Present
Big Sea Web Design & Development August 2011 - November 2013
ASPire Financial Services, LLC January 2007 - August 2011
Opus South Corporation May 2003 - January 2007
Skills
Presentation Design, Advertising, Corporate Branding, Branding & Identity, Graphic Design, Adobe Creative Suite, Microsoft Office, Brand Implementation, Photoshop, Microsoft Excel, Creative Services, Marketing, Graphics, Email Marketing, WordPress, Web Design, Corporate Identity, InDesign, Logo Design, Vector Illustration, Creative Direction, Social Media Marketing, Critical Thinking, User Interface Design, Iframes, Art Direction, Copywriting, Illustrator, Brochures, User Experience, CSS, HTML, Front End Developers, CSS3, HTML 5
Education
International Academy of Design 2005 — 2006
BFA, Graphic Design
Pensacola Junior College 2003 — 2005
AAS, Graphic Design
Luis Zavala Luis Zavala's ASPire Financial Services, LLC Experience April 2011 - November 2012
Job Corporate Controller at Murphy Business & Financial Corporation
Industry Financial Services
Experience
Murphy Business & Financial Corporation March 2013 - Present
MedPricer.com November 2012 - May 2013
ASPire Financial Services, LLC April 2011 - November 2012
RML Supply, Inc November 1996 - April 2011
PROSUN, INC March 1995 - November 1996
LOSURDO FOODS, INC September 1990 - March 1995
LUSTRELON, INC April 1987 - September 1990
Skills
Payroll, Year End Accounts, Finance, GAAP, Fixed Assets, Cost Accounting, Mas 90, General Ledger, Variance Analysis, Year-end Close, Sales & Use Tax, Microsoft Dynamics SL, Monthly Close, Consolidated Financial..., Accruals, Accounting, Financial Analysis, Cash Flow, Auditing, Financial Statements, Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1988
Bachelors, Accounting
Murphy Business & Financial Corporation March 2013 - Present
MedPricer.com November 2012 - May 2013
ASPire Financial Services, LLC April 2011 - November 2012
RML Supply, Inc November 1996 - April 2011
PROSUN, INC March 1995 - November 1996
LOSURDO FOODS, INC September 1990 - March 1995
LUSTRELON, INC April 1987 - September 1990
Skills
Payroll, Year End Accounts, Finance, GAAP, Fixed Assets, Cost Accounting, Mas 90, General Ledger, Variance Analysis, Year-end Close, Sales & Use Tax, Microsoft Dynamics SL, Monthly Close, Consolidated Financial..., Accruals, Accounting, Financial Analysis, Cash Flow, Auditing, Financial Statements, Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1988
Bachelors, Accounting
Bryan Schultheis Bryan Schultheis's ASPire Financial Services, LLC Experience July 2012 - June 2014
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2014 - Present
ASPire Financial Services, LLC July 2012 - June 2014
ING May 2008 - July 2012
T. Rowe Price July 2004 - May 2008
American Express March 2003 - November 2003
Skills
401k, Account Management, Financial Advisory, Investment Strategies, Sales, Sales Process, Sales Management, Relationship Management, Strategy
Education
East Carolina University 1997 — 2001
Bachelor of Science/Bachelor of Administration, Management Information Systems
Saint Leo University
Masters, Business Administration
EMPOWER Retirement June 2014 - Present
ASPire Financial Services, LLC July 2012 - June 2014
ING May 2008 - July 2012
T. Rowe Price July 2004 - May 2008
American Express March 2003 - November 2003
Skills
401k, Account Management, Financial Advisory, Investment Strategies, Sales, Sales Process, Sales Management, Relationship Management, Strategy
Education
East Carolina University 1997 — 2001
Bachelor of Science/Bachelor of Administration, Management Information Systems
Saint Leo University
Masters, Business Administration
Pamela Corbin-Jones, PMP, CSM, PMI-ACP's ASPire Financial Services, LLC Experience October 2014 - March 2015
Job “Always pass on what you have learned.” Yoda
Industry Information Technology and Services
Experience
Systems Made Simple, A Lockheed Martin Company June 2015 - Present
PMI Suncoast Chapter April 2014 - September 2015
Aspire Financial Services, LLC October 2014 - March 2015
HealhPlan Services May 2014 - October 2014
Extensys, Inc August 2013 - May 2014
Florida Suncoast Chapter of PMI September 2013 - March 2014
Exelis November 2012 - August 2013
PwC February 2012 - November 2012
Savtira Corporation July 2011 - January 2012
HealthPlan Services November 2010 - July 2011
Skills
Training, Time Management, Conflict Resolution, PMP, PMO, Project Manager..., Software Project..., IT Infrastructure..., Software Documentation, MS Project, Process Improvement, SDLC, Cross-functional Team..., Business Analysis, Workshop Facilitation, IT Management, E-commerce, Project Management, SharePoint, Enterprise Architecture, Resource Management, Business Development, CRM, Enterprise Software, Consulting, Visio, Agile Project Management, Vendor Management, Cloud Computing, Data Center, Business Process..., Requirements Analysis, Business Intelligence, Business Requirements, Leadership, Testing, Management, Quality Assurance, Program Management, Budgets, Integration, Change Management, Project Planning, Requirements Gathering, Business Process, Information Technology, IT Strategy, Analysis, Project Portfolio..., Team Leadership
Education
Capella University 2004 — 2010
BS, Marketing
University of South Florida 2000 — 2004
Undergraduate Core Courses
Systems Made Simple, A Lockheed Martin Company June 2015 - Present
PMI Suncoast Chapter April 2014 - September 2015
Aspire Financial Services, LLC October 2014 - March 2015
HealhPlan Services May 2014 - October 2014
Extensys, Inc August 2013 - May 2014
Florida Suncoast Chapter of PMI September 2013 - March 2014
Exelis November 2012 - August 2013
PwC February 2012 - November 2012
Savtira Corporation July 2011 - January 2012
HealthPlan Services November 2010 - July 2011
Skills
Training, Time Management, Conflict Resolution, PMP, PMO, Project Manager..., Software Project..., IT Infrastructure..., Software Documentation, MS Project, Process Improvement, SDLC, Cross-functional Team..., Business Analysis, Workshop Facilitation, IT Management, E-commerce, Project Management, SharePoint, Enterprise Architecture, Resource Management, Business Development, CRM, Enterprise Software, Consulting, Visio, Agile Project Management, Vendor Management, Cloud Computing, Data Center, Business Process..., Requirements Analysis, Business Intelligence, Business Requirements, Leadership, Testing, Management, Quality Assurance, Program Management, Budgets, Integration, Change Management, Project Planning, Requirements Gathering, Business Process, Information Technology, IT Strategy, Analysis, Project Portfolio..., Team Leadership
Education
Capella University 2004 — 2010
BS, Marketing
University of South Florida 2000 — 2004
Undergraduate Core Courses
Andrew Marsteller Andrew Marsteller's ASPire Financial Services, LLC Experience September 2015 - Present
Job Regional Sales Manager at Aspire Financial Services, LLC, Northeast
Industry Financial Services
Experience
Aspire Financial Services, LLC September 2015 - Present
Prudential Financial April 2014 - September 2015
Prudential Financial September 2011 - March 2014
Prudential Financial July 2008 - September 2011
Metlife, East Penn Financial January 2007 - July 2008
Skills
Retirement Planning, Strategic Financial..., Coaching, Financial Services, Leadership, Insurance, Mutual Funds, Retirement, Fixed Annuities, Securities, Finance, Management, Investments, 401k, Series 63, Series 6, Investment Management, Relationship Management, Pensions, Life Insurance, Wealth Management, Asset Allocation, Financial Analysis, Financial Planning, Risk Management, Strategy, Employee Benefits, Financial Advisory, Sales
Education
University of Scranton 2009 — 2011
MBA, Business
East Stroudsburg University of Pennsylvania 2001 — 2005
BS, Marketing/Marketing Management, General
Aspire Financial Services, LLC September 2015 - Present
Prudential Financial April 2014 - September 2015
Prudential Financial September 2011 - March 2014
Prudential Financial July 2008 - September 2011
Metlife, East Penn Financial January 2007 - July 2008
Skills
Retirement Planning, Strategic Financial..., Coaching, Financial Services, Leadership, Insurance, Mutual Funds, Retirement, Fixed Annuities, Securities, Finance, Management, Investments, 401k, Series 63, Series 6, Investment Management, Relationship Management, Pensions, Life Insurance, Wealth Management, Asset Allocation, Financial Analysis, Financial Planning, Risk Management, Strategy, Employee Benefits, Financial Advisory, Sales
Education
University of Scranton 2009 — 2011
MBA, Business
East Stroudsburg University of Pennsylvania 2001 — 2005
BS, Marketing/Marketing Management, General
Kristin McCarthy Kristin McCarthy's ASPire Financial Services, LLC Experience August 2015 - Present
Job Vice President Key Accounts at Aspire Financial Services, LLC
Industry Accounting
Experience
Aspire Financial Services, LLC August 2015 - Present
Aspire Financial Services, LLC December 2014 - Present
Aspire Financial Services, LLC March 2013 - December 2014
Gilliam Coble and Moser July 2000 - February 2013
Gilliam Coble & Moser, LLP May 1999 - February 2013
ARMC Home Health 1997 - 1999
Baptist Hospital Home Health 1995 - 1996
Skills
401k, Pensions, Retirement Plan..., Retirement Planning, Investments, Profit Sharing, Qualified Retirement..., Defined Contribution, ERISA, Human Resources, Accounting, Financial Reporting, 401(k) audit
Education
Elon University 1998 — 1998
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1993
BS, Finance
Aspire Financial Services, LLC August 2015 - Present
Aspire Financial Services, LLC December 2014 - Present
Aspire Financial Services, LLC March 2013 - December 2014
Gilliam Coble and Moser July 2000 - February 2013
Gilliam Coble & Moser, LLP May 1999 - February 2013
ARMC Home Health 1997 - 1999
Baptist Hospital Home Health 1995 - 1996
Skills
401k, Pensions, Retirement Plan..., Retirement Planning, Investments, Profit Sharing, Qualified Retirement..., Defined Contribution, ERISA, Human Resources, Accounting, Financial Reporting, 401(k) audit
Education
Elon University 1998 — 1998
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1993
BS, Finance
Damany Fisher's ASPire Financial Services, LLC Experience March 2010 - June 2012
Job Multipassionate. Adaptive. Collaborative.
Industry Retail
Experience
Walmart December 2012 - Present
Ivie & Associates July 2012 - December 2012
ASPire Financial Services, LLC March 2010 - June 2012
American Freedom Advisors January 2009 - March 2010
CapTrust Advisors, LLC July 2007 - June 2008
Skills
Problem Solving, Client Relationship..., Diversity, Analytical Abilities, Autonomy, Teamwork, Computer Literate, Priority Management, Analytical Skills, CRM, Analytics, Relationship Management, Management, Customer Service, Leadership, Investments, Marketing, Strategic Planning, Competitive Analysis, Process Improvement, Banking, Financial Services, Strategy, Risk Management, Business Strategy, Business Analysis, Analysis, Customer Insight, Sales, Portfolio Management, Finance, Financial Analysis, Vendor Management, Project Management
Education
University of South Florida
BA, Economics
Walmart December 2012 - Present
Ivie & Associates July 2012 - December 2012
ASPire Financial Services, LLC March 2010 - June 2012
American Freedom Advisors January 2009 - March 2010
CapTrust Advisors, LLC July 2007 - June 2008
Skills
Problem Solving, Client Relationship..., Diversity, Analytical Abilities, Autonomy, Teamwork, Computer Literate, Priority Management, Analytical Skills, CRM, Analytics, Relationship Management, Management, Customer Service, Leadership, Investments, Marketing, Strategic Planning, Competitive Analysis, Process Improvement, Banking, Financial Services, Strategy, Risk Management, Business Strategy, Business Analysis, Analysis, Customer Insight, Sales, Portfolio Management, Finance, Financial Analysis, Vendor Management, Project Management
Education
University of South Florida
BA, Economics
Shelia Reed Shelia Reed's ASPire Financial Services, LLC Experience April 2013 - Present
Job Tampa Chapter President at Tampa Chapter President, The CMO Club
Industry Information Technology and Services
Experience
Aspire Financial Services, LLC April 2013 - Present
The CMO CLUB January 2015 - Present
PMSI August 2006 - Present
AmerisourceBergen 2006 - October 2008
Consulting November 2005 - July 2006
BearingPoint (KPMG Consulting) 1996 - 2006
KPMG Consulting 1996 - 2006
BearingPont April 1996 - November 2005
Kraft Foods May 1993 - March 1996
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Integrated Marketing, Advertising, Marketing Management, Direct Marketing, Public Relations, Internal Branding, Brand Development, Online Marketing, Product Marketing, Social Media, Strategy Development, Cross-functional Team..., Strategy, Budgets, Marketing, Business Development, Internal Marketing, Leadership, B2B, Product Development, Online Advertising, New Business Development, Creative Direction, Brand Management, Program Management, Competitive Analysis, Multi-channel Marketing, Sales, CRM, Strategic Partnerships, Go-to-market Strategy, Email Marketing, Selling, Salesforce.com, Analytics
Education
The University of Memphis 1988 — 1993
BSM
The University of Memphis
Bachelor of Applied Science (B.A.Sc.)
Aspire Financial Services, LLC April 2013 - Present
The CMO CLUB January 2015 - Present
PMSI August 2006 - Present
AmerisourceBergen 2006 - October 2008
Consulting November 2005 - July 2006
BearingPoint (KPMG Consulting) 1996 - 2006
KPMG Consulting 1996 - 2006
BearingPont April 1996 - November 2005
Kraft Foods May 1993 - March 1996
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Integrated Marketing, Advertising, Marketing Management, Direct Marketing, Public Relations, Internal Branding, Brand Development, Online Marketing, Product Marketing, Social Media, Strategy Development, Cross-functional Team..., Strategy, Budgets, Marketing, Business Development, Internal Marketing, Leadership, B2B, Product Development, Online Advertising, New Business Development, Creative Direction, Brand Management, Program Management, Competitive Analysis, Multi-channel Marketing, Sales, CRM, Strategic Partnerships, Go-to-market Strategy, Email Marketing, Selling, Salesforce.com, Analytics
Education
The University of Memphis 1988 — 1993
BSM
The University of Memphis
Bachelor of Applied Science (B.A.Sc.)
Jennifer Yellott's ASPire Financial Services, LLC Experience August 2015 - Present
Job Regional Sales Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Cameron Owen Cameron Owen's ASPire Financial Services, LLC Experience June 2013 - August 2013
Job Trust Company of America
Industry Financial Services
Experience
Texas A&M University 2014 - 2015
Aspire Financial Services, LLC June 2013 - August 2013
St. Joseph’s Catholic High School August 2012 - November 2012
Aspire Financial Services, LLC June 2011 - August 2011
Kerr Refuse Service June 2007 - August 2009
Skills
Management, Research, Training, Microsoft Office, Public Speaking, Agriculture, Economics, Psychology
Education
Texas A&M University 2011 — 2015
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Texas A&M University 2014 - 2015
Aspire Financial Services, LLC June 2013 - August 2013
St. Joseph’s Catholic High School August 2012 - November 2012
Aspire Financial Services, LLC June 2011 - August 2011
Kerr Refuse Service June 2007 - August 2009
Skills
Management, Research, Training, Microsoft Office, Public Speaking, Agriculture, Economics, Psychology
Education
Texas A&M University 2011 — 2015
Bachelor of Science (B.S.), Agribusiness/Agricultural Business Operations
Karine Castryck Karine Castryck's ASPire Financial Services, LLC Experience December 2012 - February 2015
Job Graphic Designer at Cushman & Wakefield
Industry Graphic Design
Experience
Cushman & Wakefield (Formerly DTZ) May 2015 - Present
Freelance/Contract 1998 - Present
Aspire Financial Services, LLC December 2012 - February 2015
Accuprint/MPS August 1998 - August 2012
Screen Graphics of Florida 1998 - 1999
Skills
Graphic Design, Illustrator, Adobe Creative Suite, Logo Design, InDesign, Typography, Layout, Illustration, Graphics, Art Direction, Photoshop, Brochures, Posters, Corporate Identity, Image Manipulation, Pre-press, Brand Development, Marketing, Art, Collateral, Banners
Education
Florida Atlantic University 2009 — 2010
GIS Certification, Geographic Information Science and Cartography
Art Institute of Fort Lauderdale 1998 — 1999
Graphic Design Certificate, Graphic Design
Mount Holyoke College 1993 — 1997
Bachelor of Arts (B.A.), Geography & Studio Art
Cushman & Wakefield (Formerly DTZ) May 2015 - Present
Freelance/Contract 1998 - Present
Aspire Financial Services, LLC December 2012 - February 2015
Accuprint/MPS August 1998 - August 2012
Screen Graphics of Florida 1998 - 1999
Skills
Graphic Design, Illustrator, Adobe Creative Suite, Logo Design, InDesign, Typography, Layout, Illustration, Graphics, Art Direction, Photoshop, Brochures, Posters, Corporate Identity, Image Manipulation, Pre-press, Brand Development, Marketing, Art, Collateral, Banners
Education
Florida Atlantic University 2009 — 2010
GIS Certification, Geographic Information Science and Cartography
Art Institute of Fort Lauderdale 1998 — 1999
Graphic Design Certificate, Graphic Design
Mount Holyoke College 1993 — 1997
Bachelor of Arts (B.A.), Geography & Studio Art
Brian Wooten's ASPire Financial Services, LLC Experience April 2013 - April 2015
Job Financial Analyst III at Tech Data
Industry Financial Services
Experience
Tech Data April 2015 - Present
Aspire Financial Services, LLC April 2013 - April 2015
PwC September 2012 - March 2013
Best Buy November 2006 - November 2012
Skills
Microsoft Excel, Time Management, Customer Service, Outlook, Sales, Customer Satisfaction, Training, Data Analysis, Billing Process, Strategic Planning, Retail, Accounting, Financial Analysis, Internal Controls, Billing Systems, Merchandising, Inventory Management, Visual Merchandising, SharePoint, SAP, Access, VBA
Education
University of Central Florida 2005 — 2010
Bachelor's of Science, Finance
Tech Data April 2015 - Present
Aspire Financial Services, LLC April 2013 - April 2015
PwC September 2012 - March 2013
Best Buy November 2006 - November 2012
Skills
Microsoft Excel, Time Management, Customer Service, Outlook, Sales, Customer Satisfaction, Training, Data Analysis, Billing Process, Strategic Planning, Retail, Accounting, Financial Analysis, Internal Controls, Billing Systems, Merchandising, Inventory Management, Visual Merchandising, SharePoint, SAP, Access, VBA
Education
University of Central Florida 2005 — 2010
Bachelor's of Science, Finance
Forrest Wilson Forrest Wilson's ASPire Financial Services, LLC Experience July 2012 - November 2013
Job Director, Head of Retirement Sales
Industry Financial Services
Experience
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
Allianz Global Investors November 2013 - Present
ASPire Financial Services, LLC July 2012 - November 2013
Great-West Retirement Services April 2009 - July 2012
ING 2004 - 2009
Fidelity Investments 1997 - 2004
Skills
401k, Retirement, Retirement Plan..., Mutual Funds, Profit Sharing, Retirement Planning, ERISA, Sales
Education
New York University 2001 — 2005
MBA, Marketing / Finance
Central Connecticut State University 1988 — 1993
BS, Marketing
Dustin Roberts Dustin Roberts's ASPire Financial Services, LLC Experience April 2013 - Present
Job Key Account Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC April 2013 - Present
Great-West Financial November 2012 - April 2013
Great-West Financial July 2006 - November 2012
AXA Equitable September 2005 - June 2006
Delta Upsilon International Fraternity June 2003 - June 2005
Skills
Client Services, Client Relationship..., Client Retention, Non-profits, Consulting, Financial Analysis, Marketing, Strategic Planning, Leadership, Investments, Account Management, Retirement Planning, Project Management, Process Improvement, Team Leadership, New Business Development, Customer Service, Mutual Funds, Microsoft Excel, CRM, Financial Services, Customer Retention, Management, Start-ups, Nonprofits, Contract Negotiation, Business Planning, Training, Leadership Development, Operations Management, Finance
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance & Business Administration
Bradley University 1999 — 2003
B.S., Marketing & Business Administration
Aspire Financial Services, LLC April 2013 - Present
Great-West Financial November 2012 - April 2013
Great-West Financial July 2006 - November 2012
AXA Equitable September 2005 - June 2006
Delta Upsilon International Fraternity June 2003 - June 2005
Skills
Client Services, Client Relationship..., Client Retention, Non-profits, Consulting, Financial Analysis, Marketing, Strategic Planning, Leadership, Investments, Account Management, Retirement Planning, Project Management, Process Improvement, Team Leadership, New Business Development, Customer Service, Mutual Funds, Microsoft Excel, CRM, Financial Services, Customer Retention, Management, Start-ups, Nonprofits, Contract Negotiation, Business Planning, Training, Leadership Development, Operations Management, Finance
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance & Business Administration
Bradley University 1999 — 2003
B.S., Marketing & Business Administration
Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP®'s ASPire Financial Services, LLC Experience February 2011 - February 2013
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Bryan Ostendorf Bryan Ostendorf's ASPire Financial Services, LLC Experience February 2013 - February 2014
Job SR. Product Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Lynn Seehoffer-Liekis Lynn Seehoffer-Liekis's ASPire Financial Services, LLC Experience September 2013 - Present
Job Remote Government Underwriter at Caliber Home Loans
Industry Banking
Experience
Caliber Home Loans July 2015 - Present
Aspire Financial Services, LLC September 2013 - Present
Benchmark Mortgage (NMLS #2143) July 2012 - August 2013
Freedom Mortgage April 2012 - July 2012
Fannie Mae January 2012 - March 2012
Spherion July 2011 - January 2012
Recovco Mortgage Management May 2011 - July 2011
MetLife Home Loans November 2010 - April 2011
Spherion Staffing - MetLife November 2010 - December 2010
Bank of America March 2002 - October 2010
Skills
AS400, MS Project, MS Office Suite, Visio, Lotus Notes, InfoPath, SharePoint Designer, SharePoint, Mortgage Lending, Operational Risk, Government Mortgage..., VA Auto Underwriter..., VA SAR since 1998, DE Underwriter since..., Operations Management, Mentoring, Risk, VA, Credit, Government, Policy, Organizational..., Process Development, Training & Development, Mortgage Underwriting, Residential Mortgages, Rehab Loans, Mortgage Industry, Work Under Pressure, Loss Mitigation, Commercial Lending, Consumer Lending, Leadership, FHA financing, Loans, VA loans, Underwriting, USDA, Risk Management, FHA, Mortgage Banking, Process Improvement, Construction Loans, Microsoft Office, Credit Analysis, Financial Risk, Credit Risk, Refinance, Employee Training, Banking
Education
Robert Morris University 1981 — 1982
associates degree, Business Law
Oak Lawn Community High School 1978 — 1981
High School, Business
Caliber Home Loans July 2015 - Present
Aspire Financial Services, LLC September 2013 - Present
Benchmark Mortgage (NMLS #2143) July 2012 - August 2013
Freedom Mortgage April 2012 - July 2012
Fannie Mae January 2012 - March 2012
Spherion July 2011 - January 2012
Recovco Mortgage Management May 2011 - July 2011
MetLife Home Loans November 2010 - April 2011
Spherion Staffing - MetLife November 2010 - December 2010
Bank of America March 2002 - October 2010
Skills
AS400, MS Project, MS Office Suite, Visio, Lotus Notes, InfoPath, SharePoint Designer, SharePoint, Mortgage Lending, Operational Risk, Government Mortgage..., VA Auto Underwriter..., VA SAR since 1998, DE Underwriter since..., Operations Management, Mentoring, Risk, VA, Credit, Government, Policy, Organizational..., Process Development, Training & Development, Mortgage Underwriting, Residential Mortgages, Rehab Loans, Mortgage Industry, Work Under Pressure, Loss Mitigation, Commercial Lending, Consumer Lending, Leadership, FHA financing, Loans, VA loans, Underwriting, USDA, Risk Management, FHA, Mortgage Banking, Process Improvement, Construction Loans, Microsoft Office, Credit Analysis, Financial Risk, Credit Risk, Refinance, Employee Training, Banking
Education
Robert Morris University 1981 — 1982
associates degree, Business Law
Oak Lawn Community High School 1978 — 1981
High School, Business
Lisa Peluso Lisa Peluso's ASPire Financial Services, LLC Experience January 2014 - Present
Job .
Industry Financial Services
Experience
Aspire Financial Services, LLC January 2014 - Present
Independent Financial Partners (IFP) June 2009 - January 2014
AT&T Mobility October 2007 - June 2009
CareFirst BlueCross BlueShield January 2006 - September 2007
Skills
Employee Training, Management, Project Planning, Sales, Customer Service, Finance, Investments, Retirement Planning, Insurance, Marketing, 401k, Financial Services, Coaching, CRM
Education
Salisbury University 2002 — 2005
Bachelor of Science (BS), Psychology
Aspire Financial Services, LLC January 2014 - Present
Independent Financial Partners (IFP) June 2009 - January 2014
AT&T Mobility October 2007 - June 2009
CareFirst BlueCross BlueShield January 2006 - September 2007
Skills
Employee Training, Management, Project Planning, Sales, Customer Service, Finance, Investments, Retirement Planning, Insurance, Marketing, 401k, Financial Services, Coaching, CRM
Education
Salisbury University 2002 — 2005
Bachelor of Science (BS), Psychology
Patty J. Deusenberry Patty J. Deusenberry's ASPire Financial Services, LLC Experience 2012 - 2013
Job Experienced Benefits & Payroll Manager
Industry Human Resources
Experience
Ceridian 2015 - Present
Ceridian 2013 - 2015
ASPire Financial Services, LLC 2012 - 2013
Citi 2011 - 2012
Vanguard 2008 - 2011
Vanguard 2007 - 2008
Vanguard 2005 - 2007
Vanguard 2003 - 2005
Vanguard 2000 - 2003
Vanguard 1998 - 2000
Skills
Process Improvement, Management, CRM, Project Management, Leadership, Financial Services, 401k, Employee Benefits, Team Building, Mutual Funds, Human Resources, Relationship Management, Microsoft Excel, Vendor Management, Benefits Administration, Non-Qualified Deferred..., Customer Service, Defined Contribution, Investor Relations, Payroll, Call Centers, Change Management, Investments, Performance Management, Business Analysis, Microsoft Office, SaaS, Agile & Waterfall..., Program Management, Strategy, Risk Management, Team Leadership, Employee Relations, Time Management, Access
Education
Immaculata University 1988 — 1992
Bachelor of Arts
Ceridian 2015 - Present
Ceridian 2013 - 2015
ASPire Financial Services, LLC 2012 - 2013
Citi 2011 - 2012
Vanguard 2008 - 2011
Vanguard 2007 - 2008
Vanguard 2005 - 2007
Vanguard 2003 - 2005
Vanguard 2000 - 2003
Vanguard 1998 - 2000
Skills
Process Improvement, Management, CRM, Project Management, Leadership, Financial Services, 401k, Employee Benefits, Team Building, Mutual Funds, Human Resources, Relationship Management, Microsoft Excel, Vendor Management, Benefits Administration, Non-Qualified Deferred..., Customer Service, Defined Contribution, Investor Relations, Payroll, Call Centers, Change Management, Investments, Performance Management, Business Analysis, Microsoft Office, SaaS, Agile & Waterfall..., Program Management, Strategy, Risk Management, Team Leadership, Employee Relations, Time Management, Access
Education
Immaculata University 1988 — 1992
Bachelor of Arts
Shannon Welch Shannon Welch's ASPire Financial Services, LLC Experience March 2015 - August 2015
Job Project Manager at ChappellRoberts
Industry Marketing and Advertising
Experience
ChappellRoberts August 2015 - Present
Aspire Financial Services, LLC March 2015 - August 2015
Tech Data August 2014 - March 2015
Tech Data September 2012 - August 2014
Contract / Freelance Employee August 2010 - September 2012
Walker Brands March 2011 - June 2012
PMSI June 2009 - March 2011
Walker Brands May 2006 - June 2009
OttLite Technology June 2002 - May 2005
DME June 1998 - September 2001
Skills
Production Management, Graphic Design, Account Coordination, InDesign, Advertising, Photoshop, Illustration, Adobe Creative Suite, Branding & Identity, Marketing Communications, Illustrator, Workamajig, Traffic Management, Online Marketing, Email Marketing, Brand Development, Creative Direction, Art Direction, Corporate Branding, Production Managment, Brochures, Marketing, Online Advertising, Logo Design, QuarkXPress, Catalogs, Corporate Identity
Education
Ringling College of Art and Design 1993 — 1997
BFA
Plant High School 1991 — 1993
ChappellRoberts August 2015 - Present
Aspire Financial Services, LLC March 2015 - August 2015
Tech Data August 2014 - March 2015
Tech Data September 2012 - August 2014
Contract / Freelance Employee August 2010 - September 2012
Walker Brands March 2011 - June 2012
PMSI June 2009 - March 2011
Walker Brands May 2006 - June 2009
OttLite Technology June 2002 - May 2005
DME June 1998 - September 2001
Skills
Production Management, Graphic Design, Account Coordination, InDesign, Advertising, Photoshop, Illustration, Adobe Creative Suite, Branding & Identity, Marketing Communications, Illustrator, Workamajig, Traffic Management, Online Marketing, Email Marketing, Brand Development, Creative Direction, Art Direction, Corporate Branding, Production Managment, Brochures, Marketing, Online Advertising, Logo Design, QuarkXPress, Catalogs, Corporate Identity
Education
Ringling College of Art and Design 1993 — 1997
BFA
Plant High School 1991 — 1993
Laura Manchester's ASPire Financial Services, LLC Experience July 2015 - Present
Job Development Manager at Aspire Financial Services, LLC
Industry Computer Software
Experience
Aspire Financial Services, LLC July 2015 - Present
Skills
C#, Java, C++, .NET, SQL, Software Engineering, Agile Methodologies, Requirements Analysis, XML, JavaScript, Software Design, SDLC, Software Development, Web Services, Enterprise Architecture
Education
University of Maryland Baltimore County 1994 — 1999
Bachelors of Science, Computer Science
Aspire Financial Services, LLC July 2015 - Present
Skills
C#, Java, C++, .NET, SQL, Software Engineering, Agile Methodologies, Requirements Analysis, XML, JavaScript, Software Design, SDLC, Software Development, Web Services, Enterprise Architecture
Education
University of Maryland Baltimore County 1994 — 1999
Bachelors of Science, Computer Science
Teri Druhot's ASPire Financial Services, LLC Experience May 2014 - Present
Job Key Account Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC May 2014 - Present
TD Ameritrade Institutional March 2002 - April 2014
AE Goodman,Co., LLC September 2000 - March 2002
Great-West Life January 1996 - September 2000
Education
University of Phoenix 1999 — 2001
MBA, Business
Metropolitan State University of Denver 1994 — 1998
Bachelors of Science, Finance
Aspire Financial Services, LLC May 2014 - Present
TD Ameritrade Institutional March 2002 - April 2014
AE Goodman,Co., LLC September 2000 - March 2002
Great-West Life January 1996 - September 2000
Education
University of Phoenix 1999 — 2001
MBA, Business
Metropolitan State University of Denver 1994 — 1998
Bachelors of Science, Finance
Michael T. Upshur's ASPire Financial Services, LLC Experience March 2013 - July 2014
Job Transition Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Chip Ethridge's ASPire Financial Services, LLC Experience August 2009 - September 2014
Job Senior Business Analyst at FPS Group, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC August 2009 - September 2014
USA Self Employed October 2006 - July 2009
The Home Depot July 2005 - September 2006
Hewitt Associates December 2001 - July 2005
INVESCO July 1998 - April 2001
Education
University of Georgia - Terry College of Business 1996 — 1998
ASPire Financial Services, LLC August 2009 - September 2014
USA Self Employed October 2006 - July 2009
The Home Depot July 2005 - September 2006
Hewitt Associates December 2001 - July 2005
INVESCO July 1998 - April 2001
Education
University of Georgia - Terry College of Business 1996 — 1998
Lisa Pompeo's ASPire Financial Services, LLC Experience December 2012 - Present
Job Distributions Associate at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC December 2012 - Present
ASPire Financial Services, LLC May 2009 - December 2012
The Flyer December 1989 - May 2009
Skills
Direct Mail, Advertising, Customer Service, Training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Pre-press, Outlook, Graphic Design, Project Management, Adobe Creative Suite, Editing, Marketing Strategy, Marketing, 401k, Sales, InDesign, Leadership, Public Speaking, Social Networking, Mac, Management, QuarkXPress, Event Planning, Social Media, Logo Design, Research
Education
University of South Florida 1984 — 1989
B.A., Mass Communications - Advertising
ASPire Financial Services, LLC December 2012 - Present
ASPire Financial Services, LLC May 2009 - December 2012
The Flyer December 1989 - May 2009
Skills
Direct Mail, Advertising, Customer Service, Training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Pre-press, Outlook, Graphic Design, Project Management, Adobe Creative Suite, Editing, Marketing Strategy, Marketing, 401k, Sales, InDesign, Leadership, Public Speaking, Social Networking, Mac, Management, QuarkXPress, Event Planning, Social Media, Logo Design, Research
Education
University of South Florida 1984 — 1989
B.A., Mass Communications - Advertising
Erica Ramirez's ASPire Financial Services, LLC Experience May 2015 - Present
Job Senior, Digital Art Consultant at Aspire Financial Services, LLC
Industry Design
Experience
Aspire Financial Services, LLC May 2015 - Present
Freelancer Instructional Designer July 2004 - Present
Beall's, Inc. November 2014 - May 2015
Bankers Insurance Group July 2011 - September 2012
ExecuTrain February 2011 - July 2011
Uhlig July 2009 - July 2010
PropPrint September 2007 - June 2009
CITE- Center Information Technology in Education May 2006 - December 2006
Skills
Web Design, Graphic Design, Flash, InDesign, Illustrator, Creative Direction, Dreamweaver, Logo Design, Brochures, Advertising, Newsletters, After Effects, Mac, CSS, HTML
Education
Northwest Missouri State University 2004 — 2006
Bachelor of Science, Interactive Digital Media, Visual Imaging Concentration
Tyler Junior College 2002 — 2004
Associates of Arts
Aspire Financial Services, LLC May 2015 - Present
Freelancer Instructional Designer July 2004 - Present
Beall's, Inc. November 2014 - May 2015
Bankers Insurance Group July 2011 - September 2012
ExecuTrain February 2011 - July 2011
Uhlig July 2009 - July 2010
PropPrint September 2007 - June 2009
CITE- Center Information Technology in Education May 2006 - December 2006
Skills
Web Design, Graphic Design, Flash, InDesign, Illustrator, Creative Direction, Dreamweaver, Logo Design, Brochures, Advertising, Newsletters, After Effects, Mac, CSS, HTML
Education
Northwest Missouri State University 2004 — 2006
Bachelor of Science, Interactive Digital Media, Visual Imaging Concentration
Tyler Junior College 2002 — 2004
Associates of Arts
Cathy James's ASPire Financial Services, LLC Experience December 2009 - May 2010
Job Finance Manager at Tampa Hillsborough Homeless Initiative, Inc.
Industry Financial Services
Experience
Homeless Coalition of Hillsborough County June 2010 - Present
Securing Our Children's Rights, Inc. (SOCR) September 2006 - December 2011
ASPire Financial Services, LLC December 2009 - May 2010
Priority One Financial Services, Inc. April 2005 - January 2009
Smith Television of New York, Inc. June 2002 - April 2005
STC Broadcasting, Inc. October 1997 - May 2002
Skills
Budgets, QuickBooks, Auditing, Event Planning, Finance, Retirement Planning, Retirement, CPA, Accounting, Strategic Planning, General Ledger, Team Building, Fundraising, Financial Analysis, Accounts Payable, Due Diligence, Community Outreach, Networking, Grants, Corporate Finance, Volunteer Management, Sales, Mergers & Acquisitions, Analysis, SEC filings, Training, Business Process..., Customer Service, Policy, Social Media Marketing, Nonprofits, Public Speaking, Microsoft Office, Organizational..., Event Management, Leadership, Process Improvement, Financial Reporting, GAAP, Corporate Law, Executive Management, Program Management, Project Management, Outsourcing, Research, Microsoft Excel
Education
The University of Alabama 1980 — 1981
MA, Accounting
Mississippi College 1978 — 1980
BSBA, Accounting
Mississippi University for Women 1976 — 1978
Accounting
Homeless Coalition of Hillsborough County June 2010 - Present
Securing Our Children's Rights, Inc. (SOCR) September 2006 - December 2011
ASPire Financial Services, LLC December 2009 - May 2010
Priority One Financial Services, Inc. April 2005 - January 2009
Smith Television of New York, Inc. June 2002 - April 2005
STC Broadcasting, Inc. October 1997 - May 2002
Skills
Budgets, QuickBooks, Auditing, Event Planning, Finance, Retirement Planning, Retirement, CPA, Accounting, Strategic Planning, General Ledger, Team Building, Fundraising, Financial Analysis, Accounts Payable, Due Diligence, Community Outreach, Networking, Grants, Corporate Finance, Volunteer Management, Sales, Mergers & Acquisitions, Analysis, SEC filings, Training, Business Process..., Customer Service, Policy, Social Media Marketing, Nonprofits, Public Speaking, Microsoft Office, Organizational..., Event Management, Leadership, Process Improvement, Financial Reporting, GAAP, Corporate Law, Executive Management, Program Management, Project Management, Outsourcing, Research, Microsoft Excel
Education
The University of Alabama 1980 — 1981
MA, Accounting
Mississippi College 1978 — 1980
BSBA, Accounting
Mississippi University for Women 1976 — 1978
Accounting
Amy Holcomb's ASPire Financial Services, LLC Experience April 2015 - Present
Job Billing Manager at Aspire Financial Services, LLC
Industry Accounting
Experience
Aspire Financial Services, LLC April 2015 - Present
Aspire Financial Services, LLC September 2013 - April 2015
Dynamic Educational Systems, Inc. June 2011 - May 2013
ResCare November 2008 - May 2011
Spellman Hardwoods, Inc February 2007 - November 2007
Inpulse Response Group 2004 - 2007
The Werks C&C Inc 2001 - 2002
Skills
Financial Reporting, Analysis, Leadership, Financial Analysis, Accounting, Budgets, Payroll, Microsoft Excel, Access, Training, Accounts Payable, Sales, Account Reconciliation, Accounts Receivable, Time Management, Finance, Management, Microsoft Word, PowerPoint, Project Planning, Customer Service, Process Improvement, Microsoft Office, Team Building, Team Leadership, Invoicing, Cost Accounting, Forecasting, Great Plains Software, Financial Statements, Bank Reconciliation, Accruals, Financial Accounting, Journal Entries, Revenue Recognition, Internal Controls, Variance Analysis, Coaching
Education
University of Phoenix 2007 — 2009
Bachelors, Accounting/Business
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Accounting
Aspire Financial Services, LLC April 2015 - Present
Aspire Financial Services, LLC September 2013 - April 2015
Dynamic Educational Systems, Inc. June 2011 - May 2013
ResCare November 2008 - May 2011
Spellman Hardwoods, Inc February 2007 - November 2007
Inpulse Response Group 2004 - 2007
The Werks C&C Inc 2001 - 2002
Skills
Financial Reporting, Analysis, Leadership, Financial Analysis, Accounting, Budgets, Payroll, Microsoft Excel, Access, Training, Accounts Payable, Sales, Account Reconciliation, Accounts Receivable, Time Management, Finance, Management, Microsoft Word, PowerPoint, Project Planning, Customer Service, Process Improvement, Microsoft Office, Team Building, Team Leadership, Invoicing, Cost Accounting, Forecasting, Great Plains Software, Financial Statements, Bank Reconciliation, Accruals, Financial Accounting, Journal Entries, Revenue Recognition, Internal Controls, Variance Analysis, Coaching
Education
University of Phoenix 2007 — 2009
Bachelors, Accounting/Business
University of Phoenix 2007 — 2009
Bachelor of Applied Science (BASc), Accounting
Whitney Woehrle's ASPire Financial Services, LLC Experience May 2013 - Present
Job Trading & Corrections Associate
Industry Investment Management
Experience
Self Employed June 2014 - Present
Aspire Financial Services, LLC May 2013 - Present
MidAmerica Administrative & Retirement Solutions May 2006 - May 2013
Skills
Analysis, Account Reconciliation, Auditing, Management, System Administration, 401k, Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Investments, Series 7
Education
Webster University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.96
University of South Florida 2006 — 2008
Bachelors of Science, Marketing & Management
Polk State College 2004 — 2006
Associates of Arts, Business Administration
Self Employed June 2014 - Present
Aspire Financial Services, LLC May 2013 - Present
MidAmerica Administrative & Retirement Solutions May 2006 - May 2013
Skills
Analysis, Account Reconciliation, Auditing, Management, System Administration, 401k, Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Investments, Series 7
Education
Webster University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.96
University of South Florida 2006 — 2008
Bachelors of Science, Marketing & Management
Polk State College 2004 — 2006
Associates of Arts, Business Administration
Samuel Brunt's ASPire Financial Services, LLC Experience September 2014 - Present
Job Sr. FP&A Analyst at Aspire Financial Services, LLC
Industry Banking
Experience
Aspire Financial Services, LLC September 2014 - Present
First Watch Restaurant February 2014 - April 2014
Laser Spine Institute January 2012 - January 2014
Horizon Bay Retirement Living May 2010 - April 2012
The South Financial Group March 2008 - April 2010
The Bank of Commerce November 2005 - March 2008
Skills
Analysis, Financial Analysis, Training, Strategic Financial..., New Business Development, Accounting, Budgets, Finance, Strategic Planning, Process Improvement, Human Resources, Risk Management, Investments, Financial Reporting, Healthcare, Public Speaking, Operations Management, Leadership Development, Project Planning, Microsoft Excel, Leadership, Forecasting, Financial Planning
Education
Liberty University 1999 — 2004
Bachelor of Science, Finance + Business Management, 3.72
Aspire Financial Services, LLC September 2014 - Present
First Watch Restaurant February 2014 - April 2014
Laser Spine Institute January 2012 - January 2014
Horizon Bay Retirement Living May 2010 - April 2012
The South Financial Group March 2008 - April 2010
The Bank of Commerce November 2005 - March 2008
Skills
Analysis, Financial Analysis, Training, Strategic Financial..., New Business Development, Accounting, Budgets, Finance, Strategic Planning, Process Improvement, Human Resources, Risk Management, Investments, Financial Reporting, Healthcare, Public Speaking, Operations Management, Leadership Development, Project Planning, Microsoft Excel, Leadership, Forecasting, Financial Planning
Education
Liberty University 1999 — 2004
Bachelor of Science, Finance + Business Management, 3.72
Lara Hise, AIF's ASPire Financial Services, LLC Experience October 2012 - December 2014
Job TPA Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica December 2014 - Present
Aspire Financial Services, LLC October 2012 - December 2014
American Pension Services, Inc. December 2010 - October 2012
Wallace Welch & Willingham August 2007 - November 2010
ING Financial 2003 - 2007
American Pension Services, LLC 2001 - 2003
SunTrust Bank January 2000 - February 2001
Raymond James Financial 1994 - 1999
Skills
Competitive Analysis, Fiduciary, 401k, Pensions, Mutual Funds, Financial Advisory, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Investments, Profit Sharing
Education
Indiana University Bloomington 1986 — 1991
Transamerica December 2014 - Present
Aspire Financial Services, LLC October 2012 - December 2014
American Pension Services, Inc. December 2010 - October 2012
Wallace Welch & Willingham August 2007 - November 2010
ING Financial 2003 - 2007
American Pension Services, LLC 2001 - 2003
SunTrust Bank January 2000 - February 2001
Raymond James Financial 1994 - 1999
Skills
Competitive Analysis, Fiduciary, 401k, Pensions, Mutual Funds, Financial Advisory, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Investments, Profit Sharing
Education
Indiana University Bloomington 1986 — 1991
Lucienne Alquizola's ASPire Financial Services, LLC Experience August 2013 - Present
Job Training and Instructional Design
Industry Education Management
Experience
Aspire Financial Services, LLC August 2013 - Present
Ultimate Medical Academy July 2011 - August 2013
Raymond James Financial, Inc. November 2009 - July 2011
T. Rowe Price April 2006 - April 2009
T. Rowe Price April 1999 - April 2006
Skills
Instructional Design, Leadership Development, Needs Analysis, Instructor-led Training, Coaching, Career Counseling, Curriculum Design, Training, Training Facilitation, Blended Learning, Learning Management, Adult Education, Training Delivery, Career Education, Leadership, Program Evaluation, Microsoft Office, Web Ex and Collaborate..., SharePoint, SnagIt, Lectora, Camtasia, Blackboard, 360 Feedback, Articulate Storyline
Education
Indiana University Bloomington
Bachelor of Arts, East Asian Studies
University of Phoenix
Master of Arts (M.A.), Education and Training
Aspire Financial Services, LLC August 2013 - Present
Ultimate Medical Academy July 2011 - August 2013
Raymond James Financial, Inc. November 2009 - July 2011
T. Rowe Price April 2006 - April 2009
T. Rowe Price April 1999 - April 2006
Skills
Instructional Design, Leadership Development, Needs Analysis, Instructor-led Training, Coaching, Career Counseling, Curriculum Design, Training, Training Facilitation, Blended Learning, Learning Management, Adult Education, Training Delivery, Career Education, Leadership, Program Evaluation, Microsoft Office, Web Ex and Collaborate..., SharePoint, SnagIt, Lectora, Camtasia, Blackboard, 360 Feedback, Articulate Storyline
Education
Indiana University Bloomington
Bachelor of Arts, East Asian Studies
University of Phoenix
Master of Arts (M.A.), Education and Training
Gary Crane, AIF's ASPire Financial Services, LLC Experience October 2013 - September 2014
Job Senior Consultant at Cafaro Greenleaf
Industry Financial Services
Experience
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management
Amber Loring's ASPire Financial Services, LLC Experience August 2009 - April 2012
Job Account Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2015 - Present
The Newport Group September 2013 - Present
The Newport Group October 2012 - September 2013
Law Firm May 2012 - October 2012
Prudential Financial April 2012 - August 2012
ASPire Financial Services, LLC August 2009 - April 2012
United HealthCare June 2006 - September 2008
JPMorgan Chase February 2003 - June 2006
Skills
Retirement, Employee Benefits, Leadership, Time Management, Management, 401k, Team Building, Health Insurance, Relationship Management, Banking, Mutual Funds, Defined Benefit, Series 6, ERISA, Account Management, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Financial Services
Education
Saint Leo University 2013 — 2016
DBA, Doctorate in Business Administration
The American College 2014 — 2016
CLU
Saint Leo University 2006 — 2007
MBA, Masters, Business Administration
Saint Leo University 2002 — 2006
BA, Bachelors of Arts; High School Diploma, Business Management
The Newport Group June 2015 - Present
The Newport Group September 2013 - Present
The Newport Group October 2012 - September 2013
Law Firm May 2012 - October 2012
Prudential Financial April 2012 - August 2012
ASPire Financial Services, LLC August 2009 - April 2012
United HealthCare June 2006 - September 2008
JPMorgan Chase February 2003 - June 2006
Skills
Retirement, Employee Benefits, Leadership, Time Management, Management, 401k, Team Building, Health Insurance, Relationship Management, Banking, Mutual Funds, Defined Benefit, Series 6, ERISA, Account Management, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Financial Services
Education
Saint Leo University 2013 — 2016
DBA, Doctorate in Business Administration
The American College 2014 — 2016
CLU
Saint Leo University 2006 — 2007
MBA, Masters, Business Administration
Saint Leo University 2002 — 2006
BA, Bachelors of Arts; High School Diploma, Business Management
Mike Zitkus's ASPire Financial Services, LLC Experience January 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ASPire Financial Services, LLC January 2013 - Present
GE Capital January 2004 - September 2009
GATX March 2001 - January 2004
General Motors EMD January 1996 - October 2000
Skills
Management, Portfolio Management, Auditing, Accounts Payable, Financial Reporting, Finance, Financial Analysis
Education
Illinois State University 1986 — 1990
Bachelor, Finance
ASPire Financial Services, LLC January 2013 - Present
GE Capital January 2004 - September 2009
GATX March 2001 - January 2004
General Motors EMD January 1996 - October 2000
Skills
Management, Portfolio Management, Auditing, Accounts Payable, Financial Reporting, Finance, Financial Analysis
Education
Illinois State University 1986 — 1990
Bachelor, Finance
Jeremy Gilpin's ASPire Financial Services, LLC Experience August 2014 - Present
Job Business Analyst at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2014 - Present
DST Systems July 2010 - August 2014
Investment Advisors International January 2010 - July 2010
Urban Neighborhood Alliance August 2009 - December 2009
Courtyard Marriot Hotel Café Restaurant January 2007 - December 2007
Gilpin Auto Parts January 1995 - January 2006
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Asset Allocation, Investment Strategies, Financial Analysis, Banking, Securities, Retirement, Derivatives, Capital Markets, Series 7, Financial Modeling, Financial Planning
Education
Missouri State University 2005 — 2009
Bachelor of Science, FinanceDean
Aspire Financial Services, LLC August 2014 - Present
DST Systems July 2010 - August 2014
Investment Advisors International January 2010 - July 2010
Urban Neighborhood Alliance August 2009 - December 2009
Courtyard Marriot Hotel Café Restaurant January 2007 - December 2007
Gilpin Auto Parts January 1995 - January 2006
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Asset Allocation, Investment Strategies, Financial Analysis, Banking, Securities, Retirement, Derivatives, Capital Markets, Series 7, Financial Modeling, Financial Planning
Education
Missouri State University 2005 — 2009
Bachelor of Science, FinanceDean
Chris Carleo's ASPire Financial Services, LLC Experience November 2005 - Present
Job Director of Quality Assurance
Industry Investment Management
Experience
Aspire Financial Services, LLC November 2005 - Present
Affiliated Computer Services, Inc. February 2000 - November 2005
United Asset Management - RPS, Inc. September 1997 - July 1999
Retirement System Group, Inc. August 1988 - September 1997
Skills
Software Quality..., Business Analysis, WinRunner, Test Automation..., Mutual Funds, Project Management
Education
St. John's University 1979 — 1983
Bachelor of Science (BS), Computer Science
Aspire Financial Services, LLC November 2005 - Present
Affiliated Computer Services, Inc. February 2000 - November 2005
United Asset Management - RPS, Inc. September 1997 - July 1999
Retirement System Group, Inc. August 1988 - September 1997
Skills
Software Quality..., Business Analysis, WinRunner, Test Automation..., Mutual Funds, Project Management
Education
St. John's University 1979 — 1983
Bachelor of Science (BS), Computer Science
Jackie Bastasich's ASPire Financial Services, LLC Experience October 2014 - December 2014
Job System Marketing Coordinator at BayCare Health System
Industry Marketing and Advertising
Experience
Aspire Financial Services, LLC October 2014 - December 2014
Laser Spine Institute March 2013 - August 2014
Vannevar Group, LLC August 2011 - October 2012
Cinemark January 2005 - March 2011
Clear Channel Communications September 2001 - January 2005
Walt Disney World March 2001 - September 2001
Walt Disney World January 2001 - March 2001
Hard Rock International May 2000 - December 2000
Skills
Advertising, Promotions, Public Relations, Event Management, Marketing Strategy, Marketing, Direct Marketing, Sales, Market Research, Budgets, Management, Event Planning, Social Media, Social Media Marketing, Project Management, Creative Direction, Lead Generation, Trade Shows, Competitive Analysis, Leadership, Marketing Communications, Customer Service, Social Networking, Public Speaking, Strategic Planning
Education
University of Central Florida 1997 — 2000
Bachelor of Arts (B.A.), Organizational Communication, 3.25
Aspire Financial Services, LLC October 2014 - December 2014
Laser Spine Institute March 2013 - August 2014
Vannevar Group, LLC August 2011 - October 2012
Cinemark January 2005 - March 2011
Clear Channel Communications September 2001 - January 2005
Walt Disney World March 2001 - September 2001
Walt Disney World January 2001 - March 2001
Hard Rock International May 2000 - December 2000
Skills
Advertising, Promotions, Public Relations, Event Management, Marketing Strategy, Marketing, Direct Marketing, Sales, Market Research, Budgets, Management, Event Planning, Social Media, Social Media Marketing, Project Management, Creative Direction, Lead Generation, Trade Shows, Competitive Analysis, Leadership, Marketing Communications, Customer Service, Social Networking, Public Speaking, Strategic Planning
Education
University of Central Florida 1997 — 2000
Bachelor of Arts (B.A.), Organizational Communication, 3.25
Simon Kishe's ASPire Financial Services, LLC Experience February 2013 - May 2014
Job Financial Analyst at HealthPlan Services
Industry Financial Services
Experience
HealthPlan Services May 2014 - Present
Aspire Financial Services, LLC February 2013 - May 2014
Clayton Holdings, LLC June 2011 - February 2013
Hillsborough County Economic Development Department April 2010 - August 2010
Skills
Risk Management, Financial Analysis, Financial Modeling, Access, Microsoft Excel, Loans, Finance, Financial Reporting, Risk Analysis, Revenue Analysis, Business Analysis, Trading, Corporate Finance, Microsoft Office, Forecasting, Securities, Microsoft SQL Server, Crystal Reports, Oracle, Microsoft BI Suite
Education
University of South Florida 2006 — 2010
Bachelors, Economics
HealthPlan Services May 2014 - Present
Aspire Financial Services, LLC February 2013 - May 2014
Clayton Holdings, LLC June 2011 - February 2013
Hillsborough County Economic Development Department April 2010 - August 2010
Skills
Risk Management, Financial Analysis, Financial Modeling, Access, Microsoft Excel, Loans, Finance, Financial Reporting, Risk Analysis, Revenue Analysis, Business Analysis, Trading, Corporate Finance, Microsoft Office, Forecasting, Securities, Microsoft SQL Server, Crystal Reports, Oracle, Microsoft BI Suite
Education
University of South Florida 2006 — 2010
Bachelors, Economics
Frank Saia's ASPire Financial Services, LLC Experience 2011 - 2012
Job Agent at Century 21 Beggins Enterprises
Industry Financial Services
Experience
Century 21 Beggins Enterprises January 2012 - Present
Aspire Financial Services, LLC 2011 - 2012
WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST 2006 - 2011
CERIDIAN RETIREMENT PLAN SERVICES 2003 - 2006
PFPC GLOBAL RETIREMENT SERVICES 1997 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Banking, Asset Management, Mortgage Lending, Financial Analysis
Education
Bentley College
Bachelor of Science (BS), Computer Engineering
University of Tampa
Master of Business Administration (MBA), Finance and Financial Management Services
Century 21 Beggins Enterprises January 2012 - Present
Aspire Financial Services, LLC 2011 - 2012
WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST 2006 - 2011
CERIDIAN RETIREMENT PLAN SERVICES 2003 - 2006
PFPC GLOBAL RETIREMENT SERVICES 1997 - 2003
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Retirement, Banking, Asset Management, Mortgage Lending, Financial Analysis
Education
Bentley College
Bachelor of Science (BS), Computer Engineering
University of Tampa
Master of Business Administration (MBA), Finance and Financial Management Services
Cory Gendron's ASPire Financial Services, LLC Experience June 2011 - Present
Job Junior Project Manager at ASPire Financial Services, LLC
Industry Financial Services
Experience
ASPire Financial Services, LLC June 2011 - Present
University of Florida January 2009 - May 2011
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (BS), Economics
ASPire Financial Services, LLC June 2011 - Present
University of Florida January 2009 - May 2011
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (BS), Economics
Andrew DiCesare's ASPire Financial Services, LLC Experience November 2012 - Present
Job Quality Assurance Analyst
Industry Computer Software
Experience
Aspire Financial Services, LLC November 2012 - Present
The Ohio State University April 2007 - August 2011
Skills
Critical Thinking, Microsoft Excel, Customer Service, Highly personable, Highly detail oriented, Calm, Public Speaking, Research, Access, Fast Learner, Payroll, Problem Solving, Time Management, Data Entry, Communication, Agile Methodologies, Agile Testing, Agile & Waterfall..., Quality Assurance, Software Quality..., Quality Assurance..., Data Quality Assurance, SQL
Education
The Ohio State University 2004 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
The Ohio State University 2004 — 2011
Bachelor of Arts, English
Aspire Financial Services, LLC November 2012 - Present
The Ohio State University April 2007 - August 2011
Skills
Critical Thinking, Microsoft Excel, Customer Service, Highly personable, Highly detail oriented, Calm, Public Speaking, Research, Access, Fast Learner, Payroll, Problem Solving, Time Management, Data Entry, Communication, Agile Methodologies, Agile Testing, Agile & Waterfall..., Quality Assurance, Software Quality..., Quality Assurance..., Data Quality Assurance, SQL
Education
The Ohio State University 2004 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
The Ohio State University 2004 — 2011
Bachelor of Arts, English
Erald Beka's ASPire Financial Services, LLC Experience June 2015 - Present
Job Settlement & Reconciliation Associate
Industry Investment Management
Experience
Aspire Financial Services, LLC June 2015 - Present
Franklin Templeton Investments September 2013 - Present
JPMorgan Chase & Co. July 2011 - September 2013
Education
University of South Florida 2010 — 2012
Bachelor's degree, Finance, General, GPA 3.4
Aspire Financial Services, LLC June 2015 - Present
Franklin Templeton Investments September 2013 - Present
JPMorgan Chase & Co. July 2011 - September 2013
Education
University of South Florida 2010 — 2012
Bachelor's degree, Finance, General, GPA 3.4
Sarah Melius's ASPire Financial Services, LLC Experience August 2013 - December 2014
Job AVP Business Development Retirement at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Aspire Financial Services, LLC August 2013 - December 2014
Aspire Financial Services, LLC August 2012 - August 2013
Great-West Retirement Services January 2010 - July 2012
Great-West Life & Annuity Insurance Company August 2006 - January 2010
Howard & Associates November 2004 - June 2006
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Financial Services, Banking, Relationship Management, 401k, Microsoft Excel, Series 63, Sales
Education
University of Denver 1999 — 2004
Doctor of Law (JD)
University of Denver 2001 — 2004
Master of Laws (LLM), Taxation
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Biology and Environmental Conservation
Transamerica Retirement Solutions December 2014 - Present
Aspire Financial Services, LLC August 2013 - December 2014
Aspire Financial Services, LLC August 2012 - August 2013
Great-West Retirement Services January 2010 - July 2012
Great-West Life & Annuity Insurance Company August 2006 - January 2010
Howard & Associates November 2004 - June 2006
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Financial Services, Banking, Relationship Management, 401k, Microsoft Excel, Series 63, Sales
Education
University of Denver 1999 — 2004
Doctor of Law (JD)
University of Denver 2001 — 2004
Master of Laws (LLM), Taxation
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Biology and Environmental Conservation
Joshua Stringfellow, C.P.A.'s ASPire Financial Services, LLC Experience January 2013 - December 2013
Job Accounting Manager at District School Board of Pasco County
Industry Accounting
Experience
District School Board of Pasco County July 2014 - Present
District School Board of Pasco County January 2014 - July 2014
Aspire Financial Services, LLC January 2013 - December 2013
MarineMax July 2009 - August 2012
Skills
General Ledger, Accounting, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, GAAP, Sarbanes-Oxley Act, Accounts Payable, Payroll
Education
University of South Florida 2009 — 2012
Master of Business Administration (MBA), Accounting
Clearwater Christian College 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
District School Board of Pasco County July 2014 - Present
District School Board of Pasco County January 2014 - July 2014
Aspire Financial Services, LLC January 2013 - December 2013
MarineMax July 2009 - August 2012
Skills
General Ledger, Accounting, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, GAAP, Sarbanes-Oxley Act, Accounts Payable, Payroll
Education
University of South Florida 2009 — 2012
Master of Business Administration (MBA), Accounting
Clearwater Christian College 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY