Asset Management Group

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Asset Management Group Employees

Employee
Years
Job
Industry
Nancy Smith Bean Nancy Smith Bean Greater Denver Area Details
Nancy Smith Bean's Asset Management Group Experience July 1991 - April 1992
Job Benefits Analyst at Level 3 Communications
Industry Human Resources
Experience
Level 3 Communications  July 2012 - Present
MolsonCoors Brewing Company   January 2008 - September 2008
Corporate Express  June 1997 - September 2002
Donohue Feiman Retirement Plan Services   April 1992 - May 1997
Asset Management Group   July 1991 - April 1992
Forest Oil Corporation  May 1989 - December 1991
Mercer, Meidinger   March 1987 - September 1988

Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, Onboarding, Incentive Programs, Benefits Administration, Training, Management, Program Management, Analysis, Job Descriptions, Compensation & Benefit, Salary, Recruiting

Education
Certified Employee Benefit Specialist
CEBS

The Ohio State University   1982 — 1987
BS, Business - Human Resources

Joseph Sweeney, CFP® Joseph Sweeney, CFP® Chico, California Area Details
Joseph Sweeney, CFP®'s Asset Management Group Experience May 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Asset Management Group
Industry Financial Services
Experience
Asset Management Group   May 2010 - Present

Education
Azusa Pacific University   2005 — 2008
Bachelor of Science, Finance

Butte Community College   2003 — 2005
Associate in Arts, Social and Behaviorial Science

Chico High School   2000 — 2003

Eric Beyrich Eric Beyrich Greater New York City Area Details
Eric Beyrich's Asset Management Group Experience 1988 - 1991
Job
Industry Financial Services
Experience
Loews Corp   December 2004 - January 2013
KR Capital Advisors   June 2000 - November 2004
Prudential Investments  December 1998 - May 2000
Progressive Capital Management   April 1996 - November 1998
Bear Stearns Asset Management  1994 - 1996
National Westminster Bank  June 1993 - October 1994
Asset Management Group   1988 - 1991

Skills
Investments, Equities, Valuation, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Financial Analysis, Investment Advisory, Asset Management, Private Equity, Mutual Funds, Mergers, Corporate Strategy..., Asset Managment, Value Investing, Mergers & Acquisitions, Investment Banking, Trading, Economics, Bloomberg, Equity Research, Fixed Income, Capital Markets, Bonds, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1991 — 1993
MBA, Finance, Int'l Business

Rutgers University-New Brunswick   1984 — 1988
BA, Economics

Devin J. Potter, CFP® Devin J. Potter, CFP® Chico, California Details
Devin J. Potter, CFP®'s Asset Management Group Experience July 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Asset Management Group   July 2007 - Present
Butte Humane Society  May 2014 - Present
Mosaic Sales Solutions  November 2006 - July 2007
Washington Mutual  July 2004 - July 2006

Education
CSU Chico
BS, Business Administration with a concentration in Entrepreneurship and Small Business Management

Butte Community College
General Education

Mark Gleason, CFA Mark Gleason, CFA Greater Los Angeles Area Details
Mark Gleason, CFA's Asset Management Group Experience 1988 - 1992
Job Senior Financial Advisor at Wescap Group
Industry Financial Services
Experience
Wescap Group  January 1993 - Present
CFA Society of Los Angeles   1984 - 2013
Asset Management Group   1988 - 1992
Security Pacific Bank  1985 - 1988

Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning

Education
CFA Institute   1984 — 1986
CFA, Investment Analysis and Portfolio Management

University of Southern California - Marshall School of Business   1977 — 1979
MBA, Entreprenuirship/Venture Capital

University of California, San Diego   1975 — 1977
BA, Economics

Guy Torres Guy Torres Greater Denver Area Details
Guy Torres's Asset Management Group Experience 1992 - 1994
Job Managing Director at Pacific Income Advisers
Industry Financial Services
Experience
Pacific Income Advisers  2003 - Present
Trivium Consulting   2001 - 2004
Portfolio Management Consultants  1995 - 2000
Asset Management Group   1992 - 1994

Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets

Education
University of Colorado Boulder   1995 — 1997
MBA, Business - Finance

Colorado State University   1987 — 1991

Eric Blofsky Eric Blofsky Chico, California Area Details
Eric Blofsky's Asset Management Group Experience January 2008 - Present
Job CoFounder / Consultant at (k)ornerstone 401k Services
Industry Financial Services
Experience
(k)ornerstone 401k Services   November 2011 - Present
Asset Management Group   January 2008 - Present

Skills
Retirement, Profit Sharing, 401k, 403 b, Deferred Compensation, Retirement Plan..., Key Person Insurance, ERISA

Education
California State University-Chico   2004 — 2008
International Relations, Political Science

USAC - Puntarenas, Costa Rica   2007 — 2007
Latin American Politics

Pleasant Valley High School   2000 — 2004

Renée Michel Renée Michel Chico, California Area Details
Renée Michel's Asset Management Group Experience June 2011 - Present
Job Financial Advisor @ Asset Management Group
Industry Financial Services
Experience
California State University, Chico  August 2014 - Present
Asset Management Group   June 2011 - Present
Asset Management  August 2003 - July 2011
Legal and Genergal America   July 2000 - April 2003

Skills
Investment Strategies, Organizational..., Portfolio Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., College Savings Plans, Budget Process, Business Analysis, Behavioral Finance, Licensed Life Insurance..., Estate Planning, Personal Tax Planning, Cash Flow Forecasting, Financial Risk..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Management, Mutual Funds, Financial Advisory, Financial Services

Education
California State University-Chico   2009 — 2011
MBA, MBA

Catoctin

University of Maryland University College
BS, Business

Sonya Graywolf, CPA, CGMA Sonya Graywolf, CPA, CGMA Fort Collins, Colorado Area Details
Sonya Graywolf, CPA, CGMA's Asset Management Group Experience February 1990 - June 1993
Job Senior financial and operating executive
Industry Accounting
Experience
Sonya Graywolf, CPA   September 2007 - Present
Ball Dynamics International, LLC   January 2008 - December 2013
Private Wealth Counseling Group   February 2007 - August 2007
Lighthouse Management, LLC  February 2007 - August 2007
Ball Dynamics International LLC   May 2005 - February 2007
Selden Integrated Systems, Inc.   1993 - 2005
Asset Management Group   February 1990 - June 1993
Fast-Tax  1989 - 1992

Skills
QuickBooks, Financial Reporting, Payroll, Accounting, Tax, Tax Preparation, Financial Accounting, General Ledger, CPA, Cash Management, Depreciation, Full-Charge Bookkeeping, Human Resources, Tax Returns, Small Business, Sales Tax, Cash Flow Forecasting, Strategic Financial..., Tax Advisory, Income Tax, Bookkeeping, Tax Accounting, Preparation, GAAP, Internal Controls, Accounts Receivable, Account Reconciliation, Finance, Accruals, Financial Analysis, Auditing, Fixed Assets, Financial Statements, Journal Entries, Peachtree, Accountants, Tax Research, Corporate Tax, Balance, Consolidation, Cost Accounting, Bank Reconciliation, Cash Flow, US GAAP, Management Accounting, Variance Analysis, VAT, Payroll Taxes, Revenue Recognition, Year End Accounts

Education
The University of Texas at Dallas   1981 — 1985
Bachelor of Science, Accounting

Stan Young Stan Young Mountain View, California Details
Stan Young's Asset Management Group Experience September 1984 - August 1988
Job Founder & President, Financial Clarity, Inc.
Industry Financial Services
Experience
Financial Clarity, Inc.   August 1992 - Present
boutique Palo Alto investment bank   August 1988 - July 1992
Asset Management Group   September 1984 - August 1988
Philadelphia Life Insurance   September 1979 - August 1982

Skills
Financial Management, Investment Strategies, Asset Allocation, Alternative Investments, Economics, Employee Benefits, Investments, Estate Planning, Income Tax, Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Retirement, Hedge Funds, Asset Management, Portfolio Management, Mutual Funds, Wealth, Tax, Fund Of Funds, High Net Worth..., Trusts, Financial Advice, Insurance, Retirement Income..., Investment Policy, Insurance Planning, Budgeting, Portfolios, Private Equity, Equities, Tactical Asset..., Financial Advisory, Private Wealth..., Investment Management, Finance, Venture Capital

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Personal Finance

University of Virginia   1975 — 1979
B.S. Commerce, Finance

Harriton High School   1971 — 1975

Jim Goldberg Jim Goldberg Washington D.C. Metro Area Details
Jim Goldberg's Asset Management Group Experience 2010 - Present
Job Agency Supervisory Officer at Asset Management Group
Industry Financial Services
Experience
Asset Management Group   2010 - Present

Education
Monmouth University   1976 — 1983
MBA, Business

United States Military Academy at West Point   1971 — 1975
BS

Lower Merion HS

Leslie Spriggs Leslie Spriggs United States Details
Leslie Spriggs's Asset Management Group Experience December 2012 - Present
Job Property Manager at Wayzata Woods Apartments
Industry Management Consulting
Experience
Asset Management Group   December 2012 - Present
Comapny   January 2012 - Present
Wayzata Woods Apartments   January 2013 - March 2015

Skills
Management, Microsoft Office, Project Management, Customer Service, Strategic Planning, Leadership, Microsoft Excel, Sales, Marketing, Business Strategy

Education
Minnesota State University, Mankato   1979 — 1981
Business Administration and Management, General

Minnesota State University, Mankato   1979 — 1981
Business Administration and Management, General

Joshua Greenlee Joshua Greenlee Kansas City, Missouri Details
Joshua Greenlee's Asset Management Group Experience October 2014 - Present
Job Property Management and Real Estate Investment
Industry Real Estate
Experience
Asset Management Group   October 2014 - Present
Filling Station   2011 - October 2014
Caribou Coffee  July 2007 - October 2012

Skills
Barista

Education
Northwest Missouri State University   2004 — 2008
Bachelor's degree, International Business, Management, Marketing

Northwest Missouri State University   2003 — 2008
Bachelor of Science (BS), International Business, Marketing, Business Management

Gib Watson Gib Watson Denver, Colorado Details
Gib Watson's Asset Management Group Experience February 1985 - January 1994
Job Vice Chairman at Envestnet
Industry Investment Management
Experience
Envestnet, Inc  April 2012 - Present
Prima Capital Holding, Inc.   November 1999 - April 2012
KPMG US  February 1997 - June 1999
Portfolio Management Consultants  January 1994 - February 1997
Asset Management Group   February 1985 - January 1994
ConocoPhillips  May 1981 - February 1985

Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments

Education
Wake Forest University - Babcock Graduate School of Management   1979 — 1981
Master of Business Administration (MBA), Finance, General

Wake Forest University   1977 — 1980
Master of Arts (MA), Immunology and parasitology

Lafayette College   1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General

Dustin Miracle Dustin Miracle Paradise, California Details
Dustin Miracle's Asset Management Group Experience September 2014 - Present
Job Financial Advisor at Asset Management Group
Industry Financial Services
Experience
Asset Management Group   September 2014 - Present
Chase  March 2011 - June 2014

Skills
Series 7, Series 6, Series 65, Series 63, Life Insurance, Health Insurance, Customer Service, Public Speaking, Marketing, Strategic Planning, Research, Social Networking

Education
Walla Walla College   2008 — 2009
Bachelor of Business Administration (B.B.A.)

Pacific Union College   2005 — 2008
Bachelor of Business Administration (B.B.A.)

Sheyna Steiner Sheyna Steiner West Palm Beach, Florida Area Details
Sheyna Steiner's Asset Management Group Experience March 2003 - October 2003
Job Senior investing reporter / analyst at Bankrate.com
Industry Online Media
Experience
Bankrate.com  January 2012 - Present
BANKRATE.COM  January 2008 - January 2012
BANKRATE.COM  April 2006 - December 2007
FAMILY MAGAZINE GROUP  July 2005 - October 2005
HOMETOWN NEWS  September 2004 - December 2004
ASSET MANAGEMENT GROUP   March 2003 - October 2003
Fidelity Investments  1999 - 2001

Skills
Blogging, Editing, Press Releases, Writing, Publishing, Online Marketing, Editorial, Content Management, Copywriting, Advertising, Storytelling, Web Content, Newsletters, InDesign, AP Style, Copy Editing, Radio, Publications, Feature Articles, Content Strategy, Newspapers, Content Development, News Writing, Journalism, New Media, Online Journalism, Headline Writing, Interviews, Magazines, Social Media, WordPress

Education
Sarah Lawrence College   1994 — 1998
Bachelor of Arts (B.A.), Creative Writing

Sarah Lawrence College   1994 — 1998
Bachelor of Arts, Creative Writing

Madeline Martin Madeline Martin Kansas City, Missouri Area Details
Madeline Martin's Asset Management Group Experience November 2014 - Present
Job Controller at Asset Management Group
Industry Investment Management
Experience
Asset Management Group   November 2014 - Present
Asset Management Group   September 2013 - November 2014
Asset Management Group   September 2012 - September 2013
Kansas State University Foundation  January 2012 - March 2012
Hoeflin Stone House Childcare Center   October 2009 - May 2010
Benson Accounting   August 2008 - December 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Quicken, Entrepreneurship, Energy, Communication, Time Management, Problem Solving, Data Entry, Data Analysis, Close Attention to..., Organization, Negotiation, Investment Management, Notary Public, Sales, Customer Service

Education
Kansas State University   2009 — 2012
Bachelor of Arts, Psychology, Business Administration

Mary Khan Mary Khan Greater Minneapolis-St. Paul Area Details
Mary Khan's Asset Management Group Experience 2002 - 2004
Job Para Professional at MTS
Industry Nonprofit Organization Management
Experience
MTS  November 2014 - Present
Dungarvin  June 2013 - September 2014
Progress Valley II   December 2011 - June 2013
RS Eden  2006 - 2011
PROGRESS VALLEY II   2005 - 2006
SALVATION ARMY-BOOTH BROWN HOUSE FOYER PROGRAM   2003 - 2006
Asset Management Group   2002 - 2004

Skills
Non-profits, Fundraising, Social Services, Community Outreach, Mental Health Counseling, Case Managment, Youth Development, Interviews, Therapists, Conflict Resolution, Crisis Intervention, Mental Health, Program Development

Education
Metropolitan State University   2006 — 2007
N/A, Course Work

Metropolitan State University

Alan Weber Alan Weber Greater Denver Area Details
Alan Weber's Asset Management Group Experience September 1986 - November 1992
Job Database Developer
Industry Information Services
Experience
Experian Interactive  August 2012 - Present
SQL Analytics   September 2011 - August 2012
WealthTouch, Inc.   September 2011 - August 2012
Cricket Communications  September 2008 - September 2011
Denver SQL Server Users Group   March 2007 - January 2009
Datavail Corp.   January 2008 - August 2008
StrataVia  June 2005 - December 2007
DS Associates   June 1993 - June 2004
Asset Management Group   September 1986 - November 1992
The Anschutz Corporation  February 1982 - September 1986

Skills
Powershell, SQL Server, Databases, SQL, T-SQL, C#, ASP.NET, XML, Visual Studio, Architecture, Administration, HTML, CSS, Web Services, jQuery, ADO.NET, Windows, SSRS, .NET, MySQL, Production, PL/SQL, TFS, Programming, Software Development, SSIS, sql, Microsoft SQL Server, Agile Methodologies, Scrum, Database Design

Education
MySQL for Database Administrators   2007 — 2007
Certificate, MySQL Data Base Administration

New Mexico State University   1976 — 1977
Computer Science

Ventura Community Junior College   1971 — 1973
Computer Science

Joe Maggio Joe Maggio Virginia Beach, Virginia Details
Joe Maggio's Asset Management Group Experience June 2013 - Present
Job Company Owner at Asset Management Group
Industry Insurance
Experience
Asset Management Group   June 2013 - Present
Cavalier Buildings   February 2013 - Present
Floormall.com   September 2004 - May 2010

Skills
Sales Rep Training, Sales Management, Sales Operations, Sales Presentations, Scripting, Term Life Insurance, New Business Development, Universal Life, Sales Process, Life Insurance, Coaching, Social Media Marketing, Insurance, Training, Recruiting, Business Strategy, Operations Management, Building Relationships, Sales, Whole Life

Education
Strayer University   2008 — 2013

Benjamin Antes Benjamin Antes Kansas City, Missouri Area Details
Benjamin Antes's Asset Management Group Experience May 2009 - August 2009
Job Project Manager at Turf Design, INC
Industry Real Estate
Experience
Turf Design, INC   September 2010 - Present
Reece and Nichols Realty   January 2011 - September 2012
Property Management Services  September 2007 - April 2010
Asset Management Group   May 2009 - August 2009

Education
New York Real Estate Institute
Real Estate Salesperson

The University of Kansas

William Rich William Rich Chico, California Area Details
William Rich's Asset Management Group Experience January 1988 - Present
Job Partner, Asset Management Group; Founder, (k)ornerstone 401(k) Services and (k)ornerstone 401(k) Tribal Services
Industry Financial Services
Experience
Asset Management Group   January 1988 - Present
(k)ornerstone 401(k) Services   2011 - Present
(k)ornerstone 401(k) Tribal Services   2011 - Present

Skills
401k, Wealth Management, Investment Advisory, Portfolio Management, Public Speaking, Retirement Plan..., Risk Management, Strategic Financial..., Equities, 401k Rollovers, Alternative Investments, Financial Services, Mergers & Acquisitions, Financial Advisory, Investment Strategies, Term Life Insurance, Small Business, Profit Sharing, Securities, Financial Planners, Business Planning, IRAs, Financial Modeling, Management, Finance, Investments, ERISA, Employee Benefits, Financial Analysis, Defined Benefit, Long-term Care, Series 63, Managed Money, Executive Management, Health Insurance, Retirement Planning

Education
CSU Chico

Dave Marschall Dave Marschall Baltimore, Maryland Area Details
Dave Marschall's Asset Management Group Experience May 1986 - September 2000
Job Board Member at First Source LLC
Industry Investment Management
Experience
First Source LLC  December 2012 - Present
Cypress Group, LLC   September 2000 - Present
Asset Management Group   May 1986 - September 2000

Education
Villanova University School of Law   1987 — 1989
Masters in Taxation, Individual Taxation

Temple University - Fox School of Business and Management   1978 — 1980
BBA, Finance

Thomas Scalabrini Thomas Scalabrini Greater New York City Area Details
Thomas Scalabrini's Asset Management Group Experience November 1992 - January 1994
Job Partner at Echelon Advisors, LLC
Industry Accounting
Experience
Echelon Advisors, LLC   February 2014 - Present
Rothstein Kass  August 2009 - February 2014
Wilmington Family Office   July 2006 - August 2009
Deutsche Bank  January 2004 - July 2006
KPMG  January 1997 - February 2004
Hoke, Inc  January 1994 - January 1997
Asset Management Group   November 1992 - January 1994
Grant Thornton  November 1987 - January 1992

Skills
CPA, Tax, Income Tax, Corporate Tax, Accounting, Tax Research, Tax Accounting, SEC filings, Financial Reporting, US GAAP, Internal Controls, Tax Preparation

Education
Rutgers, The State University of New Jersey-Newark   1983 — 1985
BA

Jay Mactas Jay Mactas Greater Denver Area Details
Jay Mactas's Asset Management Group Experience October 1986 - September 1997
Job Investment Management Professional
Industry Investment Management
Experience
J. Herzog & Sons   October 2007 - October 2008
NexCore Group  July 2006 - June 2007
Farrell-Roeh Group  September 2002 - July 2006
AMG Guaranty Trust   January 1998 - December 2001
Asset Management Group   October 1986 - September 1997

Skills
Due Diligence, Investments, Structuring, Financial Analysis, Asset Management, Real Estate Finance, Portfolio Management, Real Estate Economics, Asset Managment, Financial Structuring, Alternative Investments, Private Equity, Financial Modeling, Hedge Funds, Investment Strategies, Venture Capital, Valuation, Investment Management, Equities, Capital Markets, Asset Allocation, Corporate Finance, Finance, Mutual Funds, Acquisitions, Mergers & Acquisitions, Investment Advisory, Securities

Education
University of Pennsylvania - The Wharton School   1978 — 1980
1980, Finance

University of Pennsylvania - The Wharton School   1975 — 1979
1979, Finance

Leslie Foale Leslie Foale Greater New York City Area Details
Leslie Foale's Asset Management Group Experience 1988 - 1990
Job Vice President at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   2014 - Present
Ashva Finance & Marketing   2011 - Present
Bank of Tokyo-Mitsubishi  2005 - 2011
Banco Santander  1998 - 2005
Bilingual Educational System Team   1996 - 1997
Home Savings of America  1994 - 1996
Andrew Kalotay Associates   1991 - 1992
Asset Management Group   1988 - 1990

Skills
Credit Analysis, Marketing Strategy, Business Strategy, Staff Development, Business Development, Cost Benefit, Cultural Diversity, Product Marketing, Supervisory Experience, Project Management, Portfolio Management, Banking, Capital Markets, Corporate Finance, Finance, Investment Banking, Equities, Fixed Income, Financial Analysis, Analysis, Credit, Investments, Management, Valuation

Education
University of San Diego   1992 — 1994
MIB, International Finance & Marketing

Syracuse University - Martin J. Whitman School of Management   1984 — 1988
BA, Finance & Marketing

Stephanie Weisz Stephanie Weisz Greater New York City Area Details
Stephanie Weisz's Asset Management Group Experience January 1987 - January 1988
Job Client Services, Team Lead
Industry Telecommunications
Experience
Tangoe  May 2011 - Present
Liberty Tax Service, Parsippany, NJ   December 2010 - April 2011
Reckitt Benckiser  November 2008 - May 2009
Celerity - Allen, TX   2006 - 2008
Allen ISD  January 2001 - January 2006
FL Dept of Corrections  1993 - 2000
Rhone-Poulenc Rorer  1990 - 1992
Merrill Lynch  January 1988 - January 1990
ASSET MANAGEMENT GROUP   January 1987 - January 1988

Skills
Financial Analysis, Budget, Expense Allocation, Goal Oriented, Problem Solving, Organizational..., Teamwork, Telecommunications, Sales, Analysis, Budgets, Management, Accounting, Finance, Mentoring, Marketing Strategy, Forecasting, Process Improvement, Vendor Management

Education
Fairleigh Dickinson University   1986 — 1988
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1982 — 1986
Bachelor of Science (BS), Economics

Montville Township High School   1978 — 1982

Sheila Santiago Sheila Santiago Greater New York City Area Details
Sheila Santiago's Asset Management Group Experience January 2004 - October 2004
Job Senior Assistant
Industry Research
Experience
Citigroup  October 2004 - December 2009
Asset Management Group   January 2004 - October 2004
the Investment Advisory Group   November 2003 - January 2004
Lehman Brothers  November 2000 - November 2002
JOSEPHTHAL   August 1999 - November 2000

Education
Metropolitan College of New York
ASA COLLEGE; Bachelors, BUSINESS AND COMPUTER TECHNOLOGY; Business Administration

Susan Lewkow Susan Lewkow Greater Denver Area Details
Susan Lewkow's Asset Management Group Experience January 1996 - May 1999
Job Manager or associate at Accounting or music
Industry Accounting
Experience
Accounting or music   June 2011 - Present
Urban Lights   July 2010 - March 2011
Wayne Freeman, CPA   March 2010 - April 2010
St. Andrew Methodist Church   March 2008 - February 2010
Hudson Financial Solutions  2006 - 2008
Foothills Lighting & Supply   January 2002 - June 2006
Asset Management Group   January 1996 - May 1999
Columbia Savings  June 1981 - March 1987
Johns-Manville  March 1979 - May 1981

Education
University of Colorado Denver   1975 — 1979
none, Accounting

University of Northern Colorado   1970 — 1974
BA, Music Education

Ricardo Brea Ricardo Brea Fairfax, Virginia Details
Ricardo Brea's Asset Management Group Experience November 2010 - March 2013
Job Language Professor at WLC
Industry Financial Services
Experience
Washington Language Center  September 2013 - Present
NOVA  January 2013 - Present
Asset Management Group   November 2010 - March 2013

Skills
College Savings Plans, Wealth Accumulation, Executive Benefit..., Long Term Care Insurance, Retirement Savings, Annuities, Key Employee Strategies

Education
Pontificia Universidad Católica Madre y Maestra   1996 — 1997
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

Universidad Nacional PedroHenriquez Ureña   1988 — 1995
Bachelor of Business Administration (B.B.A.), Hotel & Restaurant Management

Lonnie Harris Lonnie Harris Leawood, Kansas Details
Lonnie Harris's Asset Management Group Experience 2012 - Present
Job EVP at Country Club Bank
Industry Banking
Experience
Asset Management Group   2012 - Present
Country Club Bank  1998 - Present

Skills
Asset Liability..., Portfolio Management, Banking, ALM, Capital Markets, Risk Management, Asset Management, Treasury Management, Commercial Banking, Equities, Financial Analysis, Finance, Investments, Loans, Credit Analysis, Commercial Lending, Credit, Credit Risk, Retail Banking

Education
University of Missouri-Kansas City   1976 — 1979
Doctor of Law (JD)

University of Missouri-Columbia   1967 — 1971

Thomas Truszkowski Thomas Truszkowski Grand Rapids, Michigan Details
Thomas Truszkowski's Asset Management Group Experience November 1990 - November 1992
Job Tax Auditor at City of Grand Rapids, MI
Industry Government Administration
Experience
City of Grand Rapids, MI  January 2001 - Present
Action Packaging  November 1992 - November 2000
Asset Management Group   November 1990 - November 1992

Skills
Tax Accounting

Education
Aquinas College   1985 — 1987
Bachelor of Science (B.S.), Accounting and Finance

Grand Rapids Community College   1983 — 1985
Accounting and Finance

Grand Rapids Catholic Central High School   1979 — 1983