BBVA Compass Investment Solutions

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BBVA Compass Investment Solutions Employees

Employee
Years
Job
Industry
Jeffrey Slaugh Jeffrey Slaugh Greater Denver Area Details
Jeffrey Slaugh's BBVA Compass Investment Solutions Experience 2006 - 2009
Job Regional Manager, InterMountain and West Coast at USEcoLogic
Industry Construction
Experience
US-EcoLogic   March 2011 - Present
LPL Financial  2009 - 2013
BBVA Compass Investment Solutions   2006 - 2009

Skills
Strategic Planning, Public Speaking, Team Building, Cross-functional Team..., Customer Service, Marketing, Leadership, Strategy

Education
MBA, U of Colorado, Green Building Designations   2010 — 2015
LEED AP, LEED H Green Rater, NGBS 2012 Verifier, California HERS Rater, Resnet HERS Rater, CA BuilditGreen, ENERGY STAR Partner

University of Colorado Denver   1999 — 2001
MBA, Capital Formation, Economics

University of Colorado Boulder   1992 — 1995
BS, International Affairs - Economics, Policy

Temple University   1976 — 1979
BM, Music Performance

Liszt Ferenc Zenemûvészeti Egyetem   1974 — 1976
Franz Liszt Academy of Music, Music Performance

Elie Asúnsolo Elie Asúnsolo Tucson, Arizona Area Details
Elie Asúnsolo's BBVA Compass Investment Solutions Experience September 2007 - February 2012
Job Commercial Relationship Associate II, AVP at BBVA Compass
Industry Banking
Experience
BBVA Compass  February 2012 - Present
BBVA Compass  June 2009 - February 2012
BBVA Compass Investment Solutions   September 2007 - February 2012
Tucson's Young Professionals   July 2009 - June 2011
BBVA Compass  July 2006 - June 2009

Skills
Commercial Lending, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit, Retail Banking, Treasury Management, Commercial Real Estate, Management, Structured Trade, Factoring, Insurance, Leadership, Finance, Cash Management, Loan Origination

Education
University of Arizona   1997 — 2002
Bachelor of Arts (B.A.), Economics

Flowing Wells High School   1993 — 1997
Diploma, Social Sciences

Desert Divers

Britney Bernstein Britney Bernstein Birmingham, Alabama Details
Britney Bernstein's BBVA Compass Investment Solutions Experience October 2013 - Present
Job Financial Advisor, AVP
Industry Financial Services
Experience
BBVA Compass Investment Solutions   October 2013 - Present
BBVA Compass  March 2006 - October 2013

Skills
Investments, Portfolio Management, Banking, Mortgage Lending, Cross Selling, Relationship Management, Deposits, Customer Service, Consumer Lending, Retail Banking, Series 6, Mutual Funds, Insurance, Fixed Income, Retirement Planning, Fixed Annuities, Life Insurance, Series 63

Education
University of Alabama   2001 — 2005
Bachelor of Science in Consumer Science (BS), Financial Advising

Andrew McCay Andrew McCay Auburn, Alabama Details
Andrew McCay's BBVA Compass Investment Solutions Experience March 2012 - Present
Job Financial Advisor, VP
Industry Investment Management
Experience
BBVA Compass Investment Solutions   March 2012 - Present

Skills
Insurance, Investments, Strategic Financial..., Series 63, Financial Services, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Securities, Leadership, Fixed Annuities, Finance, Retirement, Banking, Life Insurance, 401k, Series 6, Asset Management, Variable Annuities, Fixed Income, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Estate Planning, Alternative Investments, IRAs, Series 65, Long-term Care, Wealth, FINRA, High Net Worth..., Financial Planners, Term Life Insurance, Bonds, Employee Benefits, Pensions, Commercial Banking, Series 7, Management, Sales, Marketing, Financial Analysis, Financial Planning, Investment Banking

Education
Auburn University   2000 — 2005
Bachelor of Science (BS), Business Administration/Marketing

Emily Cloud Emily Cloud Dallas/Fort Worth Area Details
Emily Cloud's BBVA Compass Investment Solutions Experience September 2012 - Present
Job Executive Assistant at BBVA Compass Investment Solutions, a Division of BBVA Securities Inc.
Industry Financial Services
Experience
BBVA Compass Investment Solutions   September 2012 - Present
BBVA Compass  February 2012 - September 2012
EDRS, Inc.   September 2011 - February 2012

Education
Buskerud University College (HiBu)
International Marketing and Management

Texas Tech University
Bachelor of Business Administration (BBA), Marketing

Katya Thompson-Cantu, CRPC® Katya Thompson-Cantu, CRPC® San Antonio, Texas Area Details
Katya Thompson-Cantu, CRPC®'s BBVA Compass Investment Solutions Experience November 2009 - May 2010
Job Sales Assistant at Randolph Brooks Federal Credit Union
Industry Financial Services
Experience
Cantabile School of Music   February 2014 - Present
Randolph Brooks Federal Credit Union  May 2010 - Present
Mary Kay, Inc.   November 2009 - Present
San Antonio Symphonic Band   May 2013 - June 2015
BBVA Compass Investment Solutions   November 2009 - May 2010
Advisors Asset Management  September 2008 - August 2009
WaMu  November 2007 - September 2008
San Antonio Opera  2006 - 2008
JPMorgan Chase  October 2005 - November 2007
USAA Life Insurance Company  April 2004 - April 2005

Skills
Investments, Series 7, Financial Planning, Mutual Funds, Annuities, Series 63, Series 65, Stocks, Bonds, Wealth Management, Customer Service, Loans, Banking, Strategic Financial..., Fixed Annuities, Credit, Financial Services, Insurance, Life Insurance, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities

Education
University of the Incarnate Word   2003 — 2007
Masters of Business Administration, International Business

St. Mary's University   1989 — 1990
Bachelor of Arts, Multinational Organization Studies, English-Communication Arts, Spanish

University of the Incarnate Word   1986 — 1988
None, Music

Theodore Roosevelt High School   1981 — 1986

Derek Hodson Derek Hodson Austin, Texas Details
Derek Hodson's BBVA Compass Investment Solutions Experience June 2015 - Present
Job Sales and Productivity Specialist at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions   June 2015 - Present
BBVA Compass  July 2010 - Present
Chase  April 2006 - July 2010
Wells Fargo Financial  April 2004 - April 2006

Skills
Retail Banking, Loans, Mortgage Lending, Investments, Credit, Banking, Management, Leadership, Sales Operations, Sales, Retail, Financial Services, Small Business Lending, Branch Banking, Consumer Lending, Finance, Portfolio Management

Education
Stephen F. Austin State University   1999 — 2003
BBA, Marketing

Miller Heath Miller Heath Birmingham, Alabama Area Details
Miller Heath's BBVA Compass Investment Solutions Experience October 2007 - April 2011
Job Vice President Online Functionality and Design Specialist
Industry Financial Services
Experience
BBVA Compass  October 2007 - Present
BBVA Compass Investment Solutions   October 2007 - April 2011
Compass Insurance  October 2007 - April 2011
BBVA Compass  October 2007 - April 2011
University of Georgia  2003 - 2007
First American Bank and Trust Company  2001 - 2007

Skills
Mortgage Lending, Credit, Retail Banking, Loans, Investments, Banking, Retirement, Fixed Annuities, Retirement Planning, Mutual Funds, IRAs, 401k, Life Insurance, Credit Cards, Equities, Management, Wealth, Sales, Financial Analysis, Customer Service, Variable Annuities, Risk Management, Credit Analysis, Portfolio Management, Deposits, Cross Selling, Microsoft Excel, Insurance, Microsoft Office, Small Business Lending, Underwriting, Consumer Lending, Microsoft Word, Strategic Planning, Internet Banking, Product Development, Wealth Management, Lines Of Credit, Financial Services, PowerPoint, Strategic Financial..., Relationship Management, Project Management, Public Speaking, Mortgage Banking, Team Leadership, Process Improvement, Commercial Banking, Finance, Small Business

Education
University of Georgia - Terry College of Business   2006 — 2007
Bachelor of Business Administration, Business Management, Finance and Statistics

Gainesville State College (Associates Degree, Business Management   2003 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Vickie Boggio Vickie Boggio Longview, Texas Details
Vickie Boggio's BBVA Compass Investment Solutions Experience February 2010 - July 2013
Job Investment rep at Citizens Financial Group Investments
Industry Financial Services
Experience
Citizens Financial Group  July 2013 - Present
BBVA Compass Investment Solutions   February 2010 - July 2013
Guaranty Bank  September 2006 - February 2010
Johnson Financial Group - JFG   2001 - 2006

Skills
Series 65, Series 7, Series 6, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Life Insurance, Mutual Funds, Bonds, Investments, Retirement, IRAs, Stocks, Variable Annuities, Equity Indexed Annuities, Mortgage Lending, Banking, Financial Services

Education
Panola College

Paul Adelson, CFP®, CLU, MBA Paul Adelson, CFP®, CLU, MBA Greater Denver Area Details
Paul Adelson, CFP®, CLU, MBA's BBVA Compass Investment Solutions Experience March 2009 - January 2011
Job National Account VP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  February 2015 - Present
Ash Brokerage Corporation  January 2011 - January 2015
BBVA Compass Investment Solutions   March 2009 - January 2011
Nationwide Financial  October 2007 - March 2009
AIG  December 2004 - October 2007
Jackson National Life  November 2001 - December 2004
Charles Schwab & Co., Inc   January 2001 - November 2001
Rotational Development Program   June 2000 - December 2000
Charles Schwab  October 1999 - June 2000
Charles Schwab  April 1998 - October 1999

Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning

Education
University of California, Santa Barbara
BA Cultural, Anthropology

University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services

University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program

Dan Drummond Dan Drummond Dallas/Fort Worth Area Details
Dan Drummond's BBVA Compass Investment Solutions Experience November 2011 - April 2013
Job Financial Advisor at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial   February 2014 - Present
The Botsford Group  May 2013 - November 2013
BBVA Compass Investment Solutions   November 2011 - April 2013
Morgan Stanley Smith Barney  December 2004 - October 2011

Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments

Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing

Brian Currie Brian Currie Dallas/Fort Worth Area Details
Brian Currie's BBVA Compass Investment Solutions Experience October 2011 - May 2015
Job District Management
Industry Banking
Experience
BBVA Compass  May 2015 - Present
BBVA Compass Investment Solutions   October 2011 - May 2015
BBVA Compass  November 2010 - November 2011
BBVA Compass  May 2007 - November 2010
BBVA Compass  February 2005 - May 2007
Compass Bank  February 2003 - February 2005
Bank One (Now Chase)   October 1997 - February 2003
Norwest Financial (Now Wells Fargo)   July 1989 - October 1997

Skills
Consumer Lending, Loans, Banking, Mortgage Lending, Retail Banking, Investments, Strategy, Leadership, Loan Origination, Management, Risk Management, Refinance, Sales, Credit, Mortgage Banking, Small Business Lending, Series 63, Commercial Lending, Lines Of Credit, Securities, Credit Analysis, Cross Selling, Commercial Banking, Branch Management, Relationship Management, Deposits, Restaurant Reviews, Branch Banking, Financial Advisory, Portfolio Management, Financial Services, Series 6, Underwriting, Private Banking, Residential Mortgages

Education
Shippensburg University of Pennsylvania   1985 — 1989
BSBA, Management

Conestoga HS   1981 — 1985

RVS

Virginia Morris Virginia Morris Birmingham, Alabama Area Details
Virginia Morris's BBVA Compass Investment Solutions Experience June 2003 - August 2010
Job Vice President & Private Advisor
Industry Banking
Experience
BB&T  March 2011 - Present
BBVA Wealth Solutions  August 2010 - January 2011
BBVA Compass Investment Solutions   June 2003 - August 2010
BBVA Compass Investment Solutions   February 2001 - May 2003
BBVA Compass  November 1998 - January 2001
BBVA Compass  October 1997 - October 1998

Skills
Wealth Management, Loans, Banking, Portfolio Management, Credit, Consumer Lending, Investments, Series 7, Mortgage Lending, Retirement Planning, Series 63, Financial Analysis, Strategic Financial..., Retail Banking, Mutual Funds, Investment Management, Risk Management, Securities, Financial Services, Fixed Income

Education
Jacksonville State University   1993 — 1997
Bachelor of Science, Finance

Jacksonville State University   1993 — 1997
Bachelor's of Science, Finance

States of Alabama Life & Health

Jennifer Rieker Jennifer Rieker Ponte Vedra Beach, Florida Details
Jennifer Rieker's BBVA Compass Investment Solutions Experience April 2013 - Present
Job Sales Assistant at BBVA Compass Investment Solutions
Industry Investment Banking
Experience
BBVA Compass Investment Solutions   April 2013 - Present
BBVA Compass  November 2006 - December 2011
BBVA Compass  October 2004 - November 2006

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Microsoft Office

Education
University of North Florida   2011 — 2014

Florida State College at Jacksonville
Associate of Arts (AA)

Hunter Sims Hunter Sims Austin, Texas Details
Hunter Sims's BBVA Compass Investment Solutions Experience October 2014 - Present
Job Financial Advisor, Vice President at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions   October 2014 - Present
JPMorgan Securities, LLC  March 2014 - September 2014
AXA Advisors  August 2011 - March 2014

Education
Arizona State University   2005 — 2008
BIS, Business and Mass Communications

Idaho State University   2003 — 2005

Daniel L Jack Daniel L Jack Birmingham, Alabama Details
Daniel L Jack's BBVA Compass Investment Solutions Experience April 2007 - August 2007
Job Regional Investment Platform Manager
Industry Financial Services
Experience
BBVA Compass  August 2013 - Present
ProEquities Inc  January 2012 - July 2013
ProEquities Inc  August 2007 - January 2012
BBVA Compass Investment Solutions   April 2007 - August 2007
BBVA Compass Investment Solutions   May 2004 - March 2007

Skills
Series 7, Series 63, Series 24, Series 65, Trading, Life Insurance, Equity Trading, Insurance, Securities, Bloomberg Terminal, Mutual Funds, Options, Stocks, ETFs, Investments, Alternative Investments, Financial Services, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Equities, Fixed Income, Variable Annuities, Financial Markets, Relationship Management, Bonds

Education
University of Alabama   1995 — 2000
Bachelor of Science in Commerce and Business Administration, Finance and Economics

Alberto Valdes Alberto Valdes Houston, Texas Area Details
Alberto Valdes's BBVA Compass Investment Solutions Experience November 2007 - Present
Job Global Wealth / Financial Advisor at BBVA Compass Investment Solutions
Industry Banking
Experience
BBVA Compass Investment Solutions   November 2007 - Present
BBVA Bancomer  February 2006 - November 2007

Skills
Series 7, Series 65, Series 63, Series 6, General Insurance

Education
Instituto Panamericano de Alta Direccion de Empresa - IPADE   2003 — 2003
AD1, Top Management

University of California, Los Angeles - The Anderson School of Management   2000 — 2001
Master in International Trade and Business Administration

Instituto Tecnológico Autónomo de México   1993 — 1995
MBA, Finance

Universidad Panamericana   1987 — 1992
BS Industrial Engineering, Ingenieria Industrial

Darren Guerrera Darren Guerrera Birmingham, Alabama Area Details
Darren Guerrera's BBVA Compass Investment Solutions Experience November 2000 - March 2015
Job Chief Financial Officer
Industry Financial Services
Experience
National Independent Broker Dealer  April 2015 - Present
BBVA Compass Investment Solutions   November 2000 - March 2015
Sterne Agee  May 1994 - November 2000
Ernst & Young  January 1992 - May 1994

Education
University of Alabama   1987 — 1991
BS, Accounting

Jorge E. Ibarra Jorge E. Ibarra Houston, Texas Area Details
Jorge E. Ibarra's BBVA Compass Investment Solutions Experience February 2006 - Present
Job SVP Finance and Operations at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions   February 2006 - Present
Monex Securities   October 2004 - February 2006
BBVA Bancomer Securities   April 2003 - October 2004
Susquehanna International Group  June 1999 - April 2003
GBM International, Inc   May 1996 - June 1999

Education
Instituto Tecnológico Autónomo de México   1988 — 1992
Contador Publico Titulado

Centro Universitario Mexico   1985 — 1988
High School, High School

Erica Greer Erica Greer Tyler, Texas Area Details
Erica Greer's BBVA Compass Investment Solutions Experience May 2011 - Present
Job Investment Assistant at BBVA Compass Investment Solutions
Industry Investment Banking
Experience
BBVA Compass Investment Solutions   May 2011 - Present
BBVA Compass  October 2010 - May 2011
BBVA Compass  March 2010 - September 2010
Campus Activities Board, Harding University   August 2009 - December 2009
UNICEF Case Competition   August 2009 - December 2009
Arkansas Symphony Orchestra  May 2009 - July 2009

Skills
Group 1 Life & Health..., Fundraising, Customer Service, Sales, Marketing, Microsoft Office

Education
Harding University   2006 — 2009
Business Administration, Marketing (Magna Cum Laude)

Miguel Armendariz Miguel Armendariz Austin, Texas Details
Miguel Armendariz's BBVA Compass Investment Solutions Experience April 2014 - Present
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions   April 2014 - Present
BBVA Compass  October 2012 - March 2014
Wells Fargo Advisors LLC  April 2012 - October 2012
Wells Fargo Bank  October 2010 - October 2012

Skills
Personal Financial..., Wealth Management, Team Leadership, Microsoft Office, Loans, Credit, Banking, Cross Selling, Finance, Management, Portfolio Management, Sales, Series 6, Series 63, Series 7, Series 65, Investments, Retirement Planning, Life Insurance, Financial Advisory, Mutual Funds, Risk Management, Insurance, Financial Services, Relationship Management, Strategic Financial..., Securities

Education
Rice University   2013 — 2014
Graduate Certificate in Financial Planning, Financial Planning

The University of Texas-Pan American   2006 — 2012
Bachelor of Business Administration (BBA), Finance

Josh Mays Josh Mays Alexandria, Alabama Details
Josh Mays's BBVA Compass Investment Solutions Experience March 2008 - February 2011
Job Agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent  October 2014 - Present
Farmers Insurance  February 2011 - October 2014
Farmers Insurance  February 2011 - October 2014
BBVA Compass Investment Solutions   March 2008 - February 2011
Compass Bank  February 2007 - March 2008

Skills
Insurance, Sales, Property & Casualty...

Education
Auburn University   1999 — 2003
Bachelor of Science Degree, Business; Finance

Auburn University, College of Business   1999 — 2003
Business, Finance

Brett Mixon Brett Mixon Houston, Texas Area Details
Brett Mixon's BBVA Compass Investment Solutions Experience October 2014 - Present
Job Associate Financial Advisor at BBVA Compass Investment Solutions
Industry Banking
Experience
BBVA Compass Investment Solutions   October 2014 - Present
BBVA Compass  July 2014 - September 2014
BBVA Compass  June 2013 - June 2014
BBVA Compass  July 2012 - June 2013
Logan Square Apartments   February 2010 - June 2012
Auburn University  August 2009 - January 2010
United States Marine Corps  October 2004 - August 2009

Skills
Leadership, Customer Service, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, Sales Management, Time Management, Word, Excel, Budget, Property Management, Security Clearance, Teamwork, Dependable Team Player, Flexible to Change, Operations Management, Consumer Lending, Strategic Planning, Sales Operations, Compliance, Marketing, Credit, Loans, Team Building, Retail Banking, Mortgage Lending, Coaching, Banking

Education
Auburn University   2009 — 2011
Bachelor of Science, Business Administration, Business Finance

Habersham Central High School   1998 — 2002
High School Diploma, College Prepatory

Christine Hedrick Christine Hedrick Dallas, Texas Details
Christine Hedrick's BBVA Compass Investment Solutions Experience August 2013 - Present
Job Vice President/ Personal Investment Officer
Industry Investment Banking
Experience
BBVA Compass Investment Solutions   August 2013 - Present
Wells Fargo Advisors  August 2010 - August 2013
Morgan Stanley Private Wealth Management  February 2010 - August 2010

Skills
Investments, New Business Development, Entrepreneurship, Portfolio Management, Team Building, Problem Solving, Entrepreneur, Client Centered, Marketing Strategy, Manage Client..., Marketing, Mutual Funds, Negotiation, Public Speaking, Management, Finance, Financial Services, Sales, Insurance, Wealth Management, Leadership, Financial Advisory, Customer Service, Contract Negotiation, Relationship Management, Social Media, Real Estate, Series 7, Sales Management

Education
University of Kansas
Bachelor of Science Journalism Program

Maranatha Academy
Diploma

Riley Barber Riley Barber Destin, Florida Details
Riley Barber's BBVA Compass Investment Solutions Experience January 2012 - June 2014
Job Mortgage Lending Sales Assistant at BBVA Compass
Industry Investment Banking
Experience
BBVA Compass  June 2014 - Present
BBVA Compass Investment Solutions   January 2012 - June 2014
Wells Fargo  2008 - 2012

Skills
Loans, Credit, Banking, Mortgage Lending, Sales, Financial Services, Mutual Funds, Securities, USDA, Asset Management, Financial Analysis, Finance, Fixed Income, Lines Of Credit, Equities, Risk Management

Education
Northwest Florida State College   2007 — 2011

Fort Walton Beach High School   2003 — 2007
High School Diploma

Heather Church, CDFA™, CFP® Heather Church, CDFA™, CFP® Greater Denver Area Details
Heather Church, CDFA™, CFP®'s BBVA Compass Investment Solutions Experience January 2009 - October 2010
Job Divorce Financial Analyst & Branch Operations Manager
Industry Investment Management
Experience
LPL Financial  December 2012 - Present
Raymond James & Associates, Inc   November 2010 - December 2012
BBVA Compass Investment Solutions   January 2009 - October 2010
BBVA Compass  June 2004 - January 2009
Commercial Federal Bank  March 2001 - May 2004

Skills
Strategic Financial..., Certified Divorce..., Portfolio Management, Estate Planning, Retirement Planning, Finance, Investment Advisory, Mutual Funds, Insurance, Investments, Financial Advisory, Investment Strategies, Banking, Mortgage Lending, Fixed and Variable..., Series 7

Education
Creighton University   1996 — 2000
Bachelor of Arts, Organizational Communication, Political Science, Business

Mary Harris Mary Harris Dallas/Fort Worth Area Details
Mary Harris's BBVA Compass Investment Solutions Experience June 2013 - January 2015
Job Financial Advisor at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth   January 2015 - Present
BBVA Compass Investment Solutions   June 2013 - January 2015
AXA Equitable  November 2011 - April 2013
ING  October 2007 - December 2010
MassMutual Financial Group  2006 - 2007
Lincoln Financial Distributors  November 2003 - May 2006

Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance

Education
University of North Texas   2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance

Texas Tech University   1997 — 1999

Naaman Forest High School

Naaman Forest High School

Meredith Hayes, CFP®, CRC® Meredith Hayes, CFP®, CRC® Austin, Texas Area Details
Meredith Hayes, CFP®, CRC®'s BBVA Compass Investment Solutions Experience 2011 - 2013
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  2015 - Present
Canard Capital Partners   2014 - 2015
BBVA Compass Investment Solutions   2011 - 2013
Transamerica  2008 - 2011
Van Kampen Investments  2005 - 2008
Federated Investors  2003 - 2005
AIM Investments  1995 - 2002

Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA

Education
The University of Texas at Austin   2013 — 2014
Financial Planning Certificate Program

Texas A&M University   1989 — 1994
Bachelor of Science

Lacy Williams Lacy Williams Athens, Alabama Details
Lacy Williams's BBVA Compass Investment Solutions Experience April 2013 - Present
Job Preferred Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass  May 2013 - Present
BBVA Compass Investment Solutions   April 2013 - Present
BBVA Compass  January 2012 - May 2013
BBVA Compass  September 2011 - May 2013
BBVA Compass  June 2011 - May 2013
Opelika City Schools  July 2000 - May 2006

Skills
New Business Development, Business Development, Long-term Care, Microsoft Office, Marketing Communications, Series 63, Series 6, Loans, Customer Service, Retail Banking, Fixed Annuities, Singing, Zumba, Sales, Home Equity Lines of..., Residential Mortgages, Investments, Lines Of Credit, Banking, Insurance

Education
Auburn University   2000 — 2002
Administration

University of North Alabama   1996 — 1999
Secondary Education, Social Sciences

Stephanie Clements Jones Stephanie Clements Jones Destin, Florida Details
Stephanie Clements Jones's BBVA Compass Investment Solutions Experience October 2012 - Present
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions   October 2012 - Present
VALIC  November 2011 - October 2012
USAA  October 2009 - September 2010
Morgan Keegan  May 2008 - April 2009

Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Strategic Financial..., Wealth Management, Strategic Planning, Financial Planning

Education
University of West Florida - College of Business   2011 — 2013
MBA, Finance

University of Louisville   1999 — 2005
BA

Kathy Christian Kathy Christian Houston, Texas Area Details
Kathy Christian's BBVA Compass Investment Solutions Experience January 2011 - February 2013
Job Managing Associate
Industry Financial Services
Experience
Wealth Development Strategies, LLC   September 2013 - Present
BBVA Compass Investment Solutions   January 2011 - February 2013
Legacy Financial Partners  September 2009 - January 2011
The Guardian Life Insurance Company of America  September 2009 - January 2011
BBVA Compass  August 2005 - September 2009
Smith Barney  June 2000 - July 2005
Wells Fargo Investments  1995 - 2001

Skills
Series 7, Series 24, Series 63

Education
Oklahoma State University   1981 — 1983
BA, Management Science and Computer Programming

Syracuse University

Tim Woodruff, CRC Tim Woodruff, CRC Austin, Texas Area Details
Tim Woodruff, CRC's BBVA Compass Investment Solutions Experience March 2007 - May 2010
Job RIS Sales Support
Industry Financial Services
Experience
BBVACompass  June 2010 - Present
BBVA Compass Investment Solutions   March 2007 - May 2010
BBVA Compass  March 2006 - March 2007
Sapient Financial   June 2005 - March 2006
Legg Mason  June 2004 - December 2004
MassMutual Financial Group  June 2002 - June 2004

Skills
Financial Analysis, SharePoint Designer, Microsoft Excel, MS Excel Pivot Tables, Mutual Funds, Annuity Sales, Life Insurance, Sales Rep Training, Development & delivery...

Education
St. Edward's University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

St. Edward's University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Kevin Farladansky Kevin Farladansky Houston, Texas Area Details
Kevin Farladansky's BBVA Compass Investment Solutions Experience August 2012 - June 2014
Job Client Associate at UBS
Industry Financial Services
Experience
UBS  June 2015 - Present
BBVA Compass  June 2014 - June 2015
BBVA Compass Investment Solutions   August 2012 - June 2014
BBVA Compass Investment Solutions   September 2010 - August 2012

Education
University of Houston-Downtown   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Jose M Mondragon Jose M Mondragon Houston, Texas Area Details
Jose M Mondragon's BBVA Compass Investment Solutions Experience 2005 - Present
Job Sr. Financial Advisor International Wealth Management
Industry Investment Banking
Experience
BBVA Compass Investment Solutions   2005 - Present

Skills
Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit, Commercial Banking, Series 63, Private Banking, Financial Planning, Risk Management, Investment Banking, Equities

Education
Instituto Tecnológico Autónomo de México

Wilfrid Laurier University

Andrea Nevlis Andrea Nevlis Surprise, Arizona Details
Andrea Nevlis's BBVA Compass Investment Solutions Experience June 2007 - Present
Job Sr Financial Sales Advisor with BBVA Compass
Industry Banking
Experience
BBVA Compass Investment Solutions   June 2007 - Present
BBVA Compasss Insurance Agency   June 2007 - Present
BBVA Compass  February 2003 - Present
Charlotte Russe  April 1998 - May 2003

Skills
Financial Advisory, Mortgage Lending, Retail Banking, Commercial Banking, Loans, Investment Banking, Home Equity Loans, VA loans, Construction Loans, Government Loans, Unsecured Loans, Business Loans, Car Loans, Jumbo Mortgage, Investment Advisory, Private Banking, First Time Home Buyers, Business Development, Small Business, Investments, Fixed Annuities, Variable Annuities, Term Life Insurance, Universal Life, Whole Life, Equity Indexed Annuities, Cd, Money Management, Money Market, Retirement Savings, Savings Accounts, Consumer Lending, Deposits, Loan Origination, Commercial Lending, Cross Selling

Education
Arizona State University

Estrella Mountain Community College

Glendale Community College

Roena Randall Roena Randall Birmingham, Alabama Details
Roena Randall's BBVA Compass Investment Solutions Experience January 2008 - Present
Job Settlement Specialist lV at BBVA Compass
Industry Banking
Experience
BBVA Compass Investment Solutions   January 2008 - Present
BBVA Compass  July 2004 - January 2008

Education
University of Alabama at Birmingham   1997 — 2001
Bachelor of Science (BS), Psychology, 3.5