Associated Securities Corp.
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1982 Parent organization: LPL Financial Holdings Inc
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Associated Securities Corp. Employees
Employee
Years
Job
Industry
cheryl marshall cheryl marshall's Associated Securities Corp. Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed 2009 - Present
Associated Securities Corp. 2002 - 2009
Associated Securities Corp. 1999 - 2002
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Management Science, Minor Accounting
Self-employed 2009 - Present
Associated Securities Corp. 2002 - 2009
Associated Securities Corp. 1999 - 2002
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Management Science, Minor Accounting
Nancy Gragg Nancy Gragg's Associated Securities Corp. Experience January 2000 - March 2008
Job President, Advanced Planning Solutions, Inc.
Industry Financial Services
Experience
Advanced Planning Solutions, Inc. January 2000 - Present
Associated Securities Corp January 2000 - March 2008
Remp and Gragg Financial September 1978 - January 2000
Skills
Estate Planning, Wealth Management, Investment Advisory, Succession Planning, Retirement Planning, Insurance, Investments, Series 7, Qualified Retirement..., 401k Rollovers, IRAs, Strategic Financial..., Asset Managment, Separately Managed..., Wealth Accumulation, 401k, Variable Annuities
Education
University of California, Santa Barbara 1974 — 1978
BA, Sociology
Advanced Planning Solutions, Inc. January 2000 - Present
Associated Securities Corp January 2000 - March 2008
Remp and Gragg Financial September 1978 - January 2000
Skills
Estate Planning, Wealth Management, Investment Advisory, Succession Planning, Retirement Planning, Insurance, Investments, Series 7, Qualified Retirement..., 401k Rollovers, IRAs, Strategic Financial..., Asset Managment, Separately Managed..., Wealth Accumulation, 401k, Variable Annuities
Education
University of California, Santa Barbara 1974 — 1978
BA, Sociology
Amber Tolliver Amber Tolliver's Associated Securities Corp. Experience 2008 - 2009
Job Account Adminstrator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group September 2010 - Present
Associated Securities Corp 2008 - 2009
ING January 2001 - October 2007
Starview Adolescent Center 1996 - 1999
Skills
Investments, Customer Service, Outlook, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Research, Leadership, Coaching, Editing, Windows, Teaching, Series 63, Invoicing, Asset Allocation, Human Resources, Public Relations, Wealth Management, Administrative..., Fixed Annuities, Retirement Planning, Public Speaking, Project Management, Data Analysis, Social Media, Event Management, Training, Social Networking, Access, Financial Services, Administrative...
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Adminstration-Human Resources
El Camino College 1994 — 2009
Bachelor of Science (B.S.), Business Administration and Human Resources
Cetera Financial Group September 2010 - Present
Associated Securities Corp 2008 - 2009
ING January 2001 - October 2007
Starview Adolescent Center 1996 - 1999
Skills
Investments, Customer Service, Outlook, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Research, Leadership, Coaching, Editing, Windows, Teaching, Series 63, Invoicing, Asset Allocation, Human Resources, Public Relations, Wealth Management, Administrative..., Fixed Annuities, Retirement Planning, Public Speaking, Project Management, Data Analysis, Social Media, Event Management, Training, Social Networking, Access, Financial Services, Administrative...
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Business Adminstration-Human Resources
El Camino College 1994 — 2009
Bachelor of Science (B.S.), Business Administration and Human Resources
John Barry, APR, AIF, C(k)P John Barry, APR, AIF, C(k)P's Associated Securities Corp. Experience June 1993 - June 1996
Job Bringing innovation to 401k plans and retirement savings, named 401k PLAN ADVISER OF THE YEAR by PlanSponsor Magazine
Industry Financial Services
Experience
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
Jeffrey Garell Jeffrey Garell's Associated Securities Corp. Experience May 1993 - October 2006
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Geneos Wealth Management, November 2006 - Present
Silversage Advisors March 2002 - Present
Associated Securities Corp May 1993 - October 2006
California One Investments July 1989 - April 1993
GFC Securities February 1987 - June 1989
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Investment Advisory, Asset Allocation, Estate Planning, Retirement, 401k, Securities, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Small Business, IRAs, Financial Advisory, Series 7, Series 63, Alternative Investments, Series 24, Wealth Management..., Portfolio Management, Fixed Annuities, Equities, Wealth, Loans, Mortgage Lending, Insurance
Education
University of California, Irvine 1998 — 2000
Financial Planning
University of California, Los Angeles 1980 — 1985
Bachelor of Arts (BA), History
Geneos Wealth Management, November 2006 - Present
Silversage Advisors March 2002 - Present
Associated Securities Corp May 1993 - October 2006
California One Investments July 1989 - April 1993
GFC Securities February 1987 - June 1989
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Investment Advisory, Asset Allocation, Estate Planning, Retirement, 401k, Securities, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Small Business, IRAs, Financial Advisory, Series 7, Series 63, Alternative Investments, Series 24, Wealth Management..., Portfolio Management, Fixed Annuities, Equities, Wealth, Loans, Mortgage Lending, Insurance
Education
University of California, Irvine 1998 — 2000
Financial Planning
University of California, Los Angeles 1980 — 1985
Bachelor of Arts (BA), History
Gregg Kaufman, CFP®,CLU Gregg Kaufman, CFP®,CLU's Associated Securities Corp. Experience 1999 - 2001
Job Director of Life Brokerage Development at GBS Insurance/ Arthur J. Gallagher
Industry Financial Services
Experience
GBS Insurance and Financial Services, Inc. January 2014 - Present
Total Financial & Insurance Services June 2011 - January 2014
Marsh March 2001 - 2011
Associated Securities Corp 1999 - 2001
Philips Media 1990 - 1996
Compu-Quote Software 1987 - 1990
Skills
Wealth Transfer Planning, Estate Compression..., Secondary Life Market..., Risk Management, Wealth Management, Financial Planning, Estate Planning, Succession Planning, Strategic Financial..., Financial Risk, Financial Planners, Pensions, Health Insurance, Retirement, Series 6, Brokers, Life Insurance, Financial Services, Series 7, Investments, Retirement Planning, Finance, Investment Strategies, Disability Insurance, Fixed Annuities, Long-term Care, Underwriting, Wealth, Portfolio Management, Asset Managment, Employee Benefits, Insurance, Financial Advisory, Securities, Asset Allocation, Mutual Funds, Equities, Wealth Management..., High Net Worth..., Term Life Insurance, Investment Advisory, Critical Illness, Series 63, Alternative Investments
Education
California State University-Northridge 1985 — 1989
B.A., Psychology/Ergonomics
University of California, Los Angeles 1982 — 1984
Bachelor's degree, Psychology
John Burroughs School 1977 — 1979
GBS Insurance and Financial Services, Inc. January 2014 - Present
Total Financial & Insurance Services June 2011 - January 2014
Marsh March 2001 - 2011
Associated Securities Corp 1999 - 2001
Philips Media 1990 - 1996
Compu-Quote Software 1987 - 1990
Skills
Wealth Transfer Planning, Estate Compression..., Secondary Life Market..., Risk Management, Wealth Management, Financial Planning, Estate Planning, Succession Planning, Strategic Financial..., Financial Risk, Financial Planners, Pensions, Health Insurance, Retirement, Series 6, Brokers, Life Insurance, Financial Services, Series 7, Investments, Retirement Planning, Finance, Investment Strategies, Disability Insurance, Fixed Annuities, Long-term Care, Underwriting, Wealth, Portfolio Management, Asset Managment, Employee Benefits, Insurance, Financial Advisory, Securities, Asset Allocation, Mutual Funds, Equities, Wealth Management..., High Net Worth..., Term Life Insurance, Investment Advisory, Critical Illness, Series 63, Alternative Investments
Education
California State University-Northridge 1985 — 1989
B.A., Psychology/Ergonomics
University of California, Los Angeles 1982 — 1984
Bachelor's degree, Psychology
John Burroughs School 1977 — 1979
Elmo Dinkins Elmo Dinkins's Associated Securities Corp. Experience March 2001 - October 2006
Job Senior Network Engineer at Frost & Sullivan
Industry Market Research
Experience
Frost & Sullivan June 2013 - Present
Securitas Security Services July 2007 - May 2013
Associated Securities Corp March 2001 - October 2006
Skills
Network Security, Network Administration, Security, Cisco Technologies, Network Design
Education
California State University-Fullerton 1994 — 1999
Bachelors, Computer Science
St Patricks High School
Frost & Sullivan June 2013 - Present
Securitas Security Services July 2007 - May 2013
Associated Securities Corp March 2001 - October 2006
Skills
Network Security, Network Administration, Security, Cisco Technologies, Network Design
Education
California State University-Fullerton 1994 — 1999
Bachelors, Computer Science
St Patricks High School
Brian Welsh Brian Welsh's Associated Securities Corp. Experience 2006 - 2007
Job Vice President at Annexus
Industry Marketing and Advertising
Experience
Annexus February 2015 - Present
AIG 2007 - February 2015
Associated Securities Corp. 2006 - 2007
Farmers Financial Solutions, LLC 2003 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2003
J.D. Power & Associates 2000 - 2001
Skills
Insurance, Product Marketing, Email Marketing, Marketing Strategy, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Management, Sales, Corporate Events, Finance, Strategic Leadership, Series 63, Strategy, Strategic Planning, Online Marketing, Leadership, CRM, Marketing Communications, Marketing Research, New Business Development, Direct Marketing, Life Insurance, Strategic Partnerships, Customer Service, Online Advertising, Digital Marketing, Market Research, Business Development, Product Management, Lead Generation, Sales Operations, Competitive Analysis, 401k, Analytics, Advertising, Financial Planning, Social Media, Retirement, Investments, Sales Management
Education
California State University-Northridge 1996 — 2000
BA
Annexus February 2015 - Present
AIG 2007 - February 2015
Associated Securities Corp. 2006 - 2007
Farmers Financial Solutions, LLC 2003 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2003
J.D. Power & Associates 2000 - 2001
Skills
Insurance, Product Marketing, Email Marketing, Marketing Strategy, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Management, Sales, Corporate Events, Finance, Strategic Leadership, Series 63, Strategy, Strategic Planning, Online Marketing, Leadership, CRM, Marketing Communications, Marketing Research, New Business Development, Direct Marketing, Life Insurance, Strategic Partnerships, Customer Service, Online Advertising, Digital Marketing, Market Research, Business Development, Product Management, Lead Generation, Sales Operations, Competitive Analysis, 401k, Analytics, Advertising, Financial Planning, Social Media, Retirement, Investments, Sales Management
Education
California State University-Northridge 1996 — 2000
BA
Marian Khaw Sanders Marian Khaw Sanders's Associated Securities Corp. Experience 1996 - 2004
Job *
Industry Fund-Raising
Experience
Pacific Edison January 2008 - December 2012
Credit Suisse 2004 - 2006
Associated Securities Corp. 1996 - 2004
T. Rowe Price 1992 - 1996
T Rowe Price Associates 1992 - 1996
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Finance, Real Estate and Law
Pacific Edison January 2008 - December 2012
Credit Suisse 2004 - 2006
Associated Securities Corp. 1996 - 2004
T. Rowe Price 1992 - 1996
T Rowe Price Associates 1992 - 1996
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Finance, Real Estate and Law
Czianya Gaby Castro Czianya Gaby Castro's Associated Securities Corp. Experience November 2006 - September 2009
Job Workers Compensation Administrator/ HR Generalist
Industry Utilities
Experience
Willbros T&D Services October 2011 - Present
Associated Securities Corp. November 2006 - September 2009
HR Staffing, Inc. August 2006 - November 2006
Babies R Us July 2005 - March 2006
PetSmart April 2005 - July 2005
Sears September 2003 - June 2004
Skills
Photoshop, Graphic Design, Marketing Events, Corporate Events, Spanish Translator, Marketing, Microsoft Excel, Microsoft Word, Time Management, Sales, Budgets, Social Media, Customer Service, Outlook, Human Resources, Training, PowerPoint, Supervisory Skills
Education
ICDC College 2005 — 2006
Medical Assistant, Medical
California State University-Long Beach 2004 — 2005
Leuzinger High School 2001 — 2004
High School Diploma
Willbros T&D Services October 2011 - Present
Associated Securities Corp. November 2006 - September 2009
HR Staffing, Inc. August 2006 - November 2006
Babies R Us July 2005 - March 2006
PetSmart April 2005 - July 2005
Sears September 2003 - June 2004
Skills
Photoshop, Graphic Design, Marketing Events, Corporate Events, Spanish Translator, Marketing, Microsoft Excel, Microsoft Word, Time Management, Sales, Budgets, Social Media, Customer Service, Outlook, Human Resources, Training, PowerPoint, Supervisory Skills
Education
ICDC College 2005 — 2006
Medical Assistant, Medical
California State University-Long Beach 2004 — 2005
Leuzinger High School 2001 — 2004
High School Diploma
Cynthia Moyer MacLeod Cynthia Moyer MacLeod's Associated Securities Corp. Experience September 1995 - August 2006
Job Registered Principal at NPB Financial Group LLC
Industry Investment Management
Experience
NPB Financial Group LLC August 2006 - Present
NPB Financial Group LLC August 2006 - Present
Associated Securities Corp. September 1995 - August 2006
Associated Planners Investment Advisory September 1995 - August 2006
Associated Securities Corp. August 1988 - September 1995
Skills
Series 7, Series 24, Series 63, Series 65, Portfolio Management, Investment Advisory, Stocks, Bonds, Mutual Funds, ETFs, Retirement Planning, Securities, Financial Advisory, Investment Management, Finance, Investments
Education
East Carolina University - College of Business 1966 — 1970
B.S., Business Administration
NPB Financial Group LLC August 2006 - Present
NPB Financial Group LLC August 2006 - Present
Associated Securities Corp. September 1995 - August 2006
Associated Planners Investment Advisory September 1995 - August 2006
Associated Securities Corp. August 1988 - September 1995
Skills
Series 7, Series 24, Series 63, Series 65, Portfolio Management, Investment Advisory, Stocks, Bonds, Mutual Funds, ETFs, Retirement Planning, Securities, Financial Advisory, Investment Management, Finance, Investments
Education
East Carolina University - College of Business 1966 — 1970
B.S., Business Administration
Aleksandar Krakovic Aleksandar Krakovic's Associated Securities Corp. Experience June 2001 - June 2005
Job Certified 401(k) Professional at Financial Pointe
Industry Financial Services
Experience
Financial Pointe June 2005 - Present
NEXT Financial Group, Inc. June 2005 - May 2011
Associated Securities Corp June 2001 - June 2005
Prudential Financial January 1995 - June 2001
Skills
Investments, Securities, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, FINRA, Finance, Series 7, Business Planning, Wealth Accumulation, Risk Management
Education
California State University-Los Angeles 1989 — 1994
International Business
TRAU
Certified 401(k) Professional
College for Financial Planning
CMFC
Financial Pointe June 2005 - Present
NEXT Financial Group, Inc. June 2005 - May 2011
Associated Securities Corp June 2001 - June 2005
Prudential Financial January 1995 - June 2001
Skills
Investments, Securities, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, FINRA, Finance, Series 7, Business Planning, Wealth Accumulation, Risk Management
Education
California State University-Los Angeles 1989 — 1994
International Business
TRAU
Certified 401(k) Professional
College for Financial Planning
CMFC
Jeffrey M. Stark, CFP®'s Associated Securities Corp. Experience January 1985 - September 2009
Job Retirement Planning Specialist
Industry Investment Management
Experience
LPL Financial September 2009 - Present
Associated Securities Corp. January 1985 - September 2009
Skills
Retirement Planning
Education
Indiana University - Kelley School of Business 1969 — 1972
MBA, Management
Muskingum University 1965 — 1969
BA, German
University of Munich 1967 — 1968
German
LPL Financial September 2009 - Present
Associated Securities Corp. January 1985 - September 2009
Skills
Retirement Planning
Education
Indiana University - Kelley School of Business 1969 — 1972
MBA, Management
Muskingum University 1965 — 1969
BA, German
University of Munich 1967 — 1968
German
Allison Couch Pratt Allison Couch Pratt's Associated Securities Corp. Experience October 2008 - September 2009
Job Executive Vice President, National Sales
Industry Financial Services
Experience
AIG Advisor Group May 2014 - Present
Cetera Financial Group February 2011 - May 2014
LPL Financial September 2009 - February 2011
Associated Securities Corp October 2008 - September 2009
THE Financial Services NETWORK January 2006 - October 2008
AIG Advisor Group 2002 - 2005
Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement
Education
St. John Fisher College
MBA, Finance
St. John Fisher College
B.S., Management
AIG Advisor Group May 2014 - Present
Cetera Financial Group February 2011 - May 2014
LPL Financial September 2009 - February 2011
Associated Securities Corp October 2008 - September 2009
THE Financial Services NETWORK January 2006 - October 2008
AIG Advisor Group 2002 - 2005
Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement
Education
St. John Fisher College
MBA, Finance
St. John Fisher College
B.S., Management
Arsineh Harapeti Jennings, CLU Arsineh Harapeti Jennings, CLU's Associated Securities Corp. Experience July 2003 - January 2006
Job
Industry Financial Services
Experience
MullinTBG October 2012 - Present
MullinTBG February 2012 - October 2012
MullinTBG February 2008 - February 2012
MullinTBG February 2006 - February 2008
Associated Securities Corp. July 2003 - January 2006
Skills
Insurance, Employee Benefits, Investments, Disability Insurance, Deferred Compensation, Underwriting
Education
University of California, San Diego 1997 — 2001
B.S Management Science, Economics
MullinTBG October 2012 - Present
MullinTBG February 2012 - October 2012
MullinTBG February 2008 - February 2012
MullinTBG February 2006 - February 2008
Associated Securities Corp. July 2003 - January 2006
Skills
Insurance, Employee Benefits, Investments, Disability Insurance, Deferred Compensation, Underwriting
Education
University of California, San Diego 1997 — 2001
B.S Management Science, Economics
Daniel Sands's Associated Securities Corp. Experience September 2000 - November 2006
Job CERTIFIED FINANCIAL PLANNER TM
Industry Financial Services
Experience
Silversage Advisors June 2002 - Present
Financial Planning Association of Orange County January 2014 - Present
Geneos Wealth Management November 2006 - Present
Associated Securities Corp. September 2000 - November 2006
Claremont Financial Group March 2000 - June 2002
Trust Company of America August 1995 - June 2000
Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits
Education
University of California, Irvine 2005 — 2007
Financial Planning
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Finance, Real Estate and Law
Silversage Advisors June 2002 - Present
Financial Planning Association of Orange County January 2014 - Present
Geneos Wealth Management November 2006 - Present
Associated Securities Corp. September 2000 - November 2006
Claremont Financial Group March 2000 - June 2002
Trust Company of America August 1995 - June 2000
Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits
Education
University of California, Irvine 2005 — 2007
Financial Planning
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Finance, Real Estate and Law
Neal Nakagiri Neal Nakagiri's Associated Securities Corp. Experience March 1985 - December 2004
Job President and managing owner, NPB Financial Group, LLC
Industry Financial Services
Experience
NPB Financial Group, LLC August 2005 - Present
Associated Securities Corp. March 1985 - December 2004
Education
Loyola Law School, Los Angeles 1986 — 1991
JD, Law
University of California, Los Angeles 1973 — 1976
Bachelor of Arts (B.A.), Economics
NPB Financial Group, LLC August 2005 - Present
Associated Securities Corp. March 1985 - December 2004
Education
Loyola Law School, Los Angeles 1986 — 1991
JD, Law
University of California, Los Angeles 1973 — 1976
Bachelor of Arts (B.A.), Economics
Joann North Joann North's Associated Securities Corp. Experience 1996 - 2008
Job Hall & North Financial Group, LLC
Industry Investment Management
Experience
Cetera Advisors Network LLC, Member SIPC January 2008 - Present
Hall & North Financial Group, LLC. November 2007 - Present
Associated Planners Investment Advisory, Inc 1996 - 2008
Associated Securities Corp. 1996 - 2008
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Securities, Financial Advisory, Retirement Planning, Series 7, IRAs, Uniform Combined State..., Series 63, Retirement, Investment Management, Investments, Estate Planning, Financial Planners, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds
Education
College for Financial Planning
Financial Planning
University of Nebraska
BSBA, Accounting/Finance
Cetera Advisors Network LLC, Member SIPC January 2008 - Present
Hall & North Financial Group, LLC. November 2007 - Present
Associated Planners Investment Advisory, Inc 1996 - 2008
Associated Securities Corp. 1996 - 2008
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Securities, Financial Advisory, Retirement Planning, Series 7, IRAs, Uniform Combined State..., Series 63, Retirement, Investment Management, Investments, Estate Planning, Financial Planners, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds
Education
College for Financial Planning
Financial Planning
University of Nebraska
BSBA, Accounting/Finance
Donovan Ritter, CLU®, ChFC® Donovan Ritter, CLU®, ChFC®'s Associated Securities Corp. Experience June 2004 - September 2009
Job Registered Representative at Spectrum Wealth Management
Industry Financial Services
Experience
Spectrum Wealth Management September 2014 - Present
LPL Financial September 2009 - August 2014
Associated Securities Corp. June 2004 - September 2009
Mass Mutual January 2000 - June 2004
Northwestern Mutual May 1996 - January 2000
Skills
Investments, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., Retirement Income..., Tactical Asset..., Comprehensive Wealth..., Wealth Preservation..., Asset Allocation, Investment Strategies, Securities, Portfolio Management, Financial Services, Finance, Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Mutual Funds, Fixed Annuities, IRAs, Financial Advisory, Estate Planning, 401k Rollovers, ETFs, Asset Management, Life Insurance, Investment Management, Disability Insurance, Financial Planners, Long Term Care Insurance, Series 24, Term Life Insurance, Equities, Pensions, Separately Managed..., Fixed Income, Qualified Retirement..., Hedge Funds, Financial Analysis, Employee Benefits, Wealth Accumulation, Health Insurance, Financial Markets, Universal Life, Bonds, Whole Life, Risk Management
Education
The American College 2003 — 2012
ChFC, Chartered Financial Consultant
The American College 1998 — 2003
CLU, Chartered Life Underwriter
Loyola Marymount University 1992 — 1996
Business Administration, Marketing & Finance
Servite 1988 — 1992
Spectrum Wealth Management September 2014 - Present
LPL Financial September 2009 - August 2014
Associated Securities Corp. June 2004 - September 2009
Mass Mutual January 2000 - June 2004
Northwestern Mutual May 1996 - January 2000
Skills
Investments, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., Retirement Income..., Tactical Asset..., Comprehensive Wealth..., Wealth Preservation..., Asset Allocation, Investment Strategies, Securities, Portfolio Management, Financial Services, Finance, Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Mutual Funds, Fixed Annuities, IRAs, Financial Advisory, Estate Planning, 401k Rollovers, ETFs, Asset Management, Life Insurance, Investment Management, Disability Insurance, Financial Planners, Long Term Care Insurance, Series 24, Term Life Insurance, Equities, Pensions, Separately Managed..., Fixed Income, Qualified Retirement..., Hedge Funds, Financial Analysis, Employee Benefits, Wealth Accumulation, Health Insurance, Financial Markets, Universal Life, Bonds, Whole Life, Risk Management
Education
The American College 2003 — 2012
ChFC, Chartered Financial Consultant
The American College 1998 — 2003
CLU, Chartered Life Underwriter
Loyola Marymount University 1992 — 1996
Business Administration, Marketing & Finance
Servite 1988 — 1992
Amanda Burr Amanda Burr's Associated Securities Corp. Experience May 2002 - December 2002
Job Vice President, Research Administration
Industry Financial Services
Experience
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
Bradford Creger Bradford Creger's Associated Securities Corp. Experience June 2001 - December 2007
Job President/CEO at Total Financial Resource Group, Inc.
Industry Financial Services
Experience
Total Financial Resource Group, Inc. June 2000 - Present
Total Financial Resource Advisory, Inc. June 2001 - Present
Total Financial Resource Insurance Associates, Inc. June 2000 - Present
First Allied Securities, Inc. December 2007 - Present
Associated Securities Corp June 2001 - December 2007
Alliance Advisory & Securities, Inc June 2000 - June 2001
Cigna Financial Advisors August 1993 - June 2000
Skills
Comprehensive Wealth..., Estate Tax Reduction..., Business..., Retirement Planning, Investment Management, Insurance & Risk..., Charitable Gift Planning, Financial Planners, Financial Services, Portfolio Management, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, IRAs, Mergers & Acquisitions, Estate Planning, Investment Strategies, Alternative Investments
Education
University of California, Los Angeles 1983 — 1989
BA, Economics
Total Financial Resource Group, Inc. June 2000 - Present
Total Financial Resource Advisory, Inc. June 2001 - Present
Total Financial Resource Insurance Associates, Inc. June 2000 - Present
First Allied Securities, Inc. December 2007 - Present
Associated Securities Corp June 2001 - December 2007
Alliance Advisory & Securities, Inc June 2000 - June 2001
Cigna Financial Advisors August 1993 - June 2000
Skills
Comprehensive Wealth..., Estate Tax Reduction..., Business..., Retirement Planning, Investment Management, Insurance & Risk..., Charitable Gift Planning, Financial Planners, Financial Services, Portfolio Management, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, IRAs, Mergers & Acquisitions, Estate Planning, Investment Strategies, Alternative Investments
Education
University of California, Los Angeles 1983 — 1989
BA, Economics
Archana Sunil Archana Sunil's Associated Securities Corp. Experience September 2004 - April 2005
Job Healthcare Insurance Consultant Medicare, Telemedicine, Individual and Group Plans, Supplemental & Travel Insurance
Industry Insurance
Experience
A.S. Health Insurance February 2015 - Present
Lake Washington School District July 2013 - January 2015
Eastside Center for Family/Eastside Addiction Professionals July 2011 - July 2013
Washington Hand Therapy February 2011 - June 2011
SCIOinspire Corp October 2010 - January 2011
Brad Thompson Company May 2009 - April 2010
The Indian Epicurean March 2007 - February 2010
Associated Securities Corp September 2004 - April 2005
Smith Barney August 2003 - July 2004
Skills
Event Management, Event Planning, Events, Medical Billing, Email Marketing, HIPAA, Healthcare Management, CRM, Training, Software Documentation, Nonprofits, Social Media, Community Organizing, Project Management, Marketing, Sales, Strategic Planning, Program Management, Healthcare, Consulting, Leadership, Customer Service, Medicare Part D, Medicare Supplements, Medicare Advantage, Medicare Prescription...
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science, Business Administration GPA 4.0
El Camino College 1998 — 2000
AA, Business
Vidya Mandir
A.S. Health Insurance February 2015 - Present
Lake Washington School District July 2013 - January 2015
Eastside Center for Family/Eastside Addiction Professionals July 2011 - July 2013
Washington Hand Therapy February 2011 - June 2011
SCIOinspire Corp October 2010 - January 2011
Brad Thompson Company May 2009 - April 2010
The Indian Epicurean March 2007 - February 2010
Associated Securities Corp September 2004 - April 2005
Smith Barney August 2003 - July 2004
Skills
Event Management, Event Planning, Events, Medical Billing, Email Marketing, HIPAA, Healthcare Management, CRM, Training, Software Documentation, Nonprofits, Social Media, Community Organizing, Project Management, Marketing, Sales, Strategic Planning, Program Management, Healthcare, Consulting, Leadership, Customer Service, Medicare Part D, Medicare Supplements, Medicare Advantage, Medicare Prescription...
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science, Business Administration GPA 4.0
El Camino College 1998 — 2000
AA, Business
Vidya Mandir
Frankie K. Foster Frankie K. Foster's Associated Securities Corp. Experience September 2004 - September 2009
Job Marketing Manager at Laine Wealth Management
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Associated Securities Corp. September 2004 - September 2009
The Pennysaver, Harte Hanks Shoppers November 2003 - May 2004
The Argonaut Newspaper October 2002 - October 2003
Creative Planet Inc. January 1999 - May 2000
A.D.2, Inc. September 1997 - 1999
Animation Magazine & World Animation Celebration 1996 - 1997
Animation World Network (AWN) 1995 - 1996
InSync Media/Alan Lithograph 1992 - 1995
IBM-New York Wall Street Branch 1988 - 1992
Skills
Customer Retention, Mobile Marketing, Marketing Research, Public Relations, Website Development, Website Promotion, Social Media Marketing, Social Media, Office Management, Marketing Communications, Brand Implementation, Brochure Production, Customer Engagement, New Business Development, Marketing, Advertising, Press Releases, Marketing Strategy, Customer Service, Data Mining, Copywriting, Sales, Strategy, Leadership, Budgets, Small Business, Direct Marketing, Email Marketing, Publicity, Social Networking, Online Marketing, Integrated Marketing, Brand Development, Facebook, Content Strategy, Online Advertising, Digital Marketing, Lead Generation, Entertainment, Journalism, Blogging
Education
UCLA Extension- Writers' Program 2009 — 2013
City University of New York-Brooklyn College 1982 — 1988
BA in Public Communications, Minor in Broadcast Media
LPL Financial September 2009 - Present
Associated Securities Corp. September 2004 - September 2009
The Pennysaver, Harte Hanks Shoppers November 2003 - May 2004
The Argonaut Newspaper October 2002 - October 2003
Creative Planet Inc. January 1999 - May 2000
A.D.2, Inc. September 1997 - 1999
Animation Magazine & World Animation Celebration 1996 - 1997
Animation World Network (AWN) 1995 - 1996
InSync Media/Alan Lithograph 1992 - 1995
IBM-New York Wall Street Branch 1988 - 1992
Skills
Customer Retention, Mobile Marketing, Marketing Research, Public Relations, Website Development, Website Promotion, Social Media Marketing, Social Media, Office Management, Marketing Communications, Brand Implementation, Brochure Production, Customer Engagement, New Business Development, Marketing, Advertising, Press Releases, Marketing Strategy, Customer Service, Data Mining, Copywriting, Sales, Strategy, Leadership, Budgets, Small Business, Direct Marketing, Email Marketing, Publicity, Social Networking, Online Marketing, Integrated Marketing, Brand Development, Facebook, Content Strategy, Online Advertising, Digital Marketing, Lead Generation, Entertainment, Journalism, Blogging
Education
UCLA Extension- Writers' Program 2009 — 2013
City University of New York-Brooklyn College 1982 — 1988
BA in Public Communications, Minor in Broadcast Media
Todd Clark's Associated Securities Corp. Experience December 2005 - March 2009
Job Regional Director / Advocacy & Supervision at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research March 2010 - Present
Playmor Bernardo Home Owners Association 2007 - May 2011
Associated Securities Corp. December 2005 - March 2009
AIG Financial Advisors 1994 - 2005
Education
University of Phoenix
B.S. Business Administration
Cambridge Investment Research March 2010 - Present
Playmor Bernardo Home Owners Association 2007 - May 2011
Associated Securities Corp. December 2005 - March 2009
AIG Financial Advisors 1994 - 2005
Education
University of Phoenix
B.S. Business Administration
Joshua Cooper Joshua Cooper's Associated Securities Corp. Experience September 2004 - August 2009
Job Investment Advisor Representative at Williams Financial Group
Industry Financial Services
Experience
Allen Financial Services/Williams Financial Group August 2009 - Present
Associated Securities Corp September 2004 - August 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Financial Advisory, Series 7, Investment Advisory, Private Placements, Oil/Gas, Variable Annuities, Charitable Gift Planning, Retirement Plan..., Alternative Investments, Investment Strategies, Finance, Wealth Management...
Education
Arizona State University 1996 — 2000
English Literature
Northern Arizona University 1995 — 1995
Allen Financial Services/Williams Financial Group August 2009 - Present
Associated Securities Corp September 2004 - August 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Financial Advisory, Series 7, Investment Advisory, Private Placements, Oil/Gas, Variable Annuities, Charitable Gift Planning, Retirement Plan..., Alternative Investments, Investment Strategies, Finance, Wealth Management...
Education
Arizona State University 1996 — 2000
English Literature
Northern Arizona University 1995 — 1995
James Bean James Bean's Associated Securities Corp. Experience March 2001 - August 2008
Job Attorney, Financial Services Professional
Industry Financial Services
Experience
River Front Parkway July 1991 - Present
Knox Capital Group LLC September 2008 - January 2009
Associated Securities Corp. March 2001 - August 2008
Progressive Planning Inc. January 2001 - August 2008
Associated Securities Corp/LPL Financial 2001 - 2008
Skills
Securities, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Insurance, Series 7, Estate Planning, Financial Analysis, Portfolio Management, Credit, Risk Management
Education
University of Utah S.J. Quinney College of Law 1980 — 1985
JD, Law
University of Utah - David Eccles School of Business 1981 — 1984
MBA, Business Management, Marketing
University of Utah 1976 — 1980
BS, Psychology, Pre-Med
Brigham Young University 1972 — 1973
Communications, Journalism
River Front Parkway July 1991 - Present
Knox Capital Group LLC September 2008 - January 2009
Associated Securities Corp. March 2001 - August 2008
Progressive Planning Inc. January 2001 - August 2008
Associated Securities Corp/LPL Financial 2001 - 2008
Skills
Securities, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Insurance, Series 7, Estate Planning, Financial Analysis, Portfolio Management, Credit, Risk Management
Education
University of Utah S.J. Quinney College of Law 1980 — 1985
JD, Law
University of Utah - David Eccles School of Business 1981 — 1984
MBA, Business Management, Marketing
University of Utah 1976 — 1980
BS, Psychology, Pre-Med
Brigham Young University 1972 — 1973
Communications, Journalism
Shelli McLaughlin's Associated Securities Corp. Experience August 2004 - June 2005
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty Lake Travis October 2006 - Present
RealtorTLC October 2006 - Present
Austin Atlantic June 2005 - September 2007
Associated Securities Corp. August 2004 - June 2005
Village Bank February 2004 - August 2004
ProTrader/Instinet Corporation February 2001 - February 2004
Skills
Certified Negotation..., Texas Real Estate..., First Time Home Buyers, Listing Homes, Multiple Listing Service, Residential Homes, New Home Sales, Single Family Homes, Real Estate Transactions, Seller Representation, Marketing, Comparative Market..., Contract Management, Contract Negotiation, Selling Skills, Self-driven, Operations Management, Relationship Marketing, Investor Relations, Client Representation, Sellers, Foreclosures, Investors, Real Estate, Investment Properties, Referrals, Buyers, Sales, Relocation, Selling, REO, Short Sales, Buyer Representation, Condos, Brokerage, Real Estate Development, Listings, Luxury, Real Property, Negotiation, Resellers, Townhomes, Commercial Real Estate, Loans, FHA, Investments, Property Management, Real Estate Marketing, Property, Leases
Education
Texas Tech University 1991 — 1994
BBA, Marketing
Keller Williams Realty Lake Travis October 2006 - Present
RealtorTLC October 2006 - Present
Austin Atlantic June 2005 - September 2007
Associated Securities Corp. August 2004 - June 2005
Village Bank February 2004 - August 2004
ProTrader/Instinet Corporation February 2001 - February 2004
Skills
Certified Negotation..., Texas Real Estate..., First Time Home Buyers, Listing Homes, Multiple Listing Service, Residential Homes, New Home Sales, Single Family Homes, Real Estate Transactions, Seller Representation, Marketing, Comparative Market..., Contract Management, Contract Negotiation, Selling Skills, Self-driven, Operations Management, Relationship Marketing, Investor Relations, Client Representation, Sellers, Foreclosures, Investors, Real Estate, Investment Properties, Referrals, Buyers, Sales, Relocation, Selling, REO, Short Sales, Buyer Representation, Condos, Brokerage, Real Estate Development, Listings, Luxury, Real Property, Negotiation, Resellers, Townhomes, Commercial Real Estate, Loans, FHA, Investments, Property Management, Real Estate Marketing, Property, Leases
Education
Texas Tech University 1991 — 1994
BBA, Marketing
Dan Valente's Associated Securities Corp. Experience 1999 - 2001
Job Business Consulting at LPL
Industry Financial Services
Experience
LPL July 2003 - Present
Transamerica Insurance & Investment Group 2001 - 2003
Associated Securities Corp. 1999 - 2001
Education
University of California, Los Angeles
LPL July 2003 - Present
Transamerica Insurance & Investment Group 2001 - 2003
Associated Securities Corp. 1999 - 2001
Education
University of California, Los Angeles
Amy Martins's Associated Securities Corp. Experience March 2000 - October 2004
Job Client Services
Industry Financial Services
Experience
Regent Wealth Management Group October 2010 - Present
Pershing LLC November 2004 - October 2008
Associated Securities Corp. March 2000 - October 2004
MetLife Financial Services July 1999 - March 2000
Skills
Product Management, Program Management, Event Planning, Event Management, Marketing, Leadership, Public Speaking, Strategy, Training, Retirement Planning, Investments, Financial Services, CRM, Business Development, Budgets, Account Management
Education
Quinnipiac University 1989 — 1992
B.A., History
Regent Wealth Management Group October 2010 - Present
Pershing LLC November 2004 - October 2008
Associated Securities Corp. March 2000 - October 2004
MetLife Financial Services July 1999 - March 2000
Skills
Product Management, Program Management, Event Planning, Event Management, Marketing, Leadership, Public Speaking, Strategy, Training, Retirement Planning, Investments, Financial Services, CRM, Business Development, Budgets, Account Management
Education
Quinnipiac University 1989 — 1992
B.A., History
Juanita Brown's Associated Securities Corp. Experience July 1987 - December 2005
Job Principal, Gardner Brown Associates
Industry Financial Services
Experience
Gardner Brown Associates December 2007 - Present
Sun Life Financial Distributors December 2005 - December 2007
Associated Securities Corp. July 1987 - December 2005
NAVA, the Association for Insured Retirement Solutions 1999 - 2005
Skills
Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Financial Advisory, Marketing, Financial Planners, Variable Annuities, Mutual Funds, Wealth Management, Series 63, Retirement, Series 7, Investments, Financial Services, Strategic Financial..., Series 6, Disability Insurance
Education
University of Southern California 1977 — 1979
Graduate work, Social Ethics
University of Hawaii at Manoa 1969 — 1972
BA, Theology and Japanese Language & Culture
Gardner Brown Associates December 2007 - Present
Sun Life Financial Distributors December 2005 - December 2007
Associated Securities Corp. July 1987 - December 2005
NAVA, the Association for Insured Retirement Solutions 1999 - 2005
Skills
Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Financial Advisory, Marketing, Financial Planners, Variable Annuities, Mutual Funds, Wealth Management, Series 63, Retirement, Series 7, Investments, Financial Services, Strategic Financial..., Series 6, Disability Insurance
Education
University of Southern California 1977 — 1979
Graduate work, Social Ethics
University of Hawaii at Manoa 1969 — 1972
BA, Theology and Japanese Language & Culture
Christina Schau's Associated Securities Corp. Experience July 1999 - February 2007
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
Fidelity Investments February 2007 - February 2009
Associated Securities Corp. July 1999 - February 2007
Skills
Financial Services, Investments, CRM
Education
Oregon State University
BS, Communications - Business Admin.
Fidelity Investments April 2009 - Present
Fidelity Investments February 2007 - February 2009
Associated Securities Corp. July 1999 - February 2007
Skills
Financial Services, Investments, CRM
Education
Oregon State University
BS, Communications - Business Admin.
Murli Sujanani's Associated Securities Corp. Experience December 1990 - December 2007
Job Vice President, Analysis at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group October 2010 - Present
LPL Financial January 2008 - March 2009
Associated Securities Corp December 1990 - December 2007
Education
Saint John's University 1973 — 1975
B.S, Accounting
Cetera Financial Group October 2010 - Present
LPL Financial January 2008 - March 2009
Associated Securities Corp December 1990 - December 2007
Education
Saint John's University 1973 — 1975
B.S, Accounting
Danielle Llamas's Associated Securities Corp. Experience October 2005 - September 2009
Job Operations Vice President Western International Securities
Industry Financial Services
Experience
Western International Securities January 2010 - Present
Associated Securities Corp October 2005 - September 2009
Associated Securities Corp July 1998 - October 2005
Associated Securities Corp 1996 - July 1998
Skills
Securities, Mutual Funds, Investments, Equities, Asset Management, Financial Services, Series 7
Education
Loyola Marymount University, College of Business Administration 1989 — 1994
BA, Finance
Western International Securities January 2010 - Present
Associated Securities Corp October 2005 - September 2009
Associated Securities Corp July 1998 - October 2005
Associated Securities Corp 1996 - July 1998
Skills
Securities, Mutual Funds, Investments, Equities, Asset Management, Financial Services, Series 7
Education
Loyola Marymount University, College of Business Administration 1989 — 1994
BA, Finance
Denise Evans, Esq.'s Associated Securities Corp. Experience August 2005 - June 2008
Job Chief Compliance Officer at Stonnington Group, LLC
Industry Financial Services
Experience
Stonnington Group, LLC April 2013 - Present
Antaeus Capital Inc. August 2008 - April 2013
Associated Securities Corp August 2005 - June 2008
Associated Planners Investment Advisory January 2005 - June 2008
Associated Securities Corp June 2001 - August 2005
FINRA April 1995 - June 2001
Skills
Broker-Dealer, Investment Advisory, Investment Banking, Securities, Securities Regulations..., Investment Advisory..., FINRA, Series 24, SEC, AML, Mutual Funds, Series 7, USA PATRIOT Act, Hedge Funds
Education
UCLA School of Law 1982 — 1985
Juris Doctor, Law
Wellesley College 1978 — 1982
BA, Political Science
John F. Kennedy High School
Stonnington Group, LLC April 2013 - Present
Antaeus Capital Inc. August 2008 - April 2013
Associated Securities Corp August 2005 - June 2008
Associated Planners Investment Advisory January 2005 - June 2008
Associated Securities Corp June 2001 - August 2005
FINRA April 1995 - June 2001
Skills
Broker-Dealer, Investment Advisory, Investment Banking, Securities, Securities Regulations..., Investment Advisory..., FINRA, Series 24, SEC, AML, Mutual Funds, Series 7, USA PATRIOT Act, Hedge Funds
Education
UCLA School of Law 1982 — 1985
Juris Doctor, Law
Wellesley College 1978 — 1982
BA, Political Science
John F. Kennedy High School
Carlita Green's Associated Securities Corp. Experience April 2004 - November 2006
Job Treasury Analyst at CBRE
Industry Financial Services
Experience
CBRE February 2013 - Present
CBRE February 2007 - February 2013
Associated Securities Corp. April 2004 - November 2006
Skills
Financial Analysis, Due Diligence, Valuation, Accounts Payable, Investments, Accounting, Financial Reporting, Accounts Receivable, Finance, Financial Modeling, Forecasting, Lease Negotiations, Account Reconciliation, Access, Portfolio Management, Cash Flow, Project Management, Spreadsheets, Management, QuickBooks
Education
Long Beach City College 2012 — 2014
CBRE February 2013 - Present
CBRE February 2007 - February 2013
Associated Securities Corp. April 2004 - November 2006
Skills
Financial Analysis, Due Diligence, Valuation, Accounts Payable, Investments, Accounting, Financial Reporting, Accounts Receivable, Finance, Financial Modeling, Forecasting, Lease Negotiations, Account Reconciliation, Access, Portfolio Management, Cash Flow, Project Management, Spreadsheets, Management, QuickBooks
Education
Long Beach City College 2012 — 2014
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY