Beneficial Financial Group
Industry: Insurance company
DescriptionBeneficial Financial Group is an insurance and financial services company based in Salt Lake City, Utah. It is a subsidiary of Deseret Management Corporation, the for-profit arm of The Church of Jesus Christ of Latter-day Saints. Headquarters: Salt Lake City, Utah, United States Founded: 1905 Key people: Kent Cannon, CEO Parent organization: Deseret Management Corporation Subsidiaries: Beneficial Reinsurance Company, Beneficial Financial Group, Asset Management Arm
Beneficial Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Beneficial Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Beneficial Financial Group Salaries. You can even request information on how much does Beneficial Financial Group pay if you want to. Learn about salaries, pros and cons of working for Beneficial Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
490 Beneficial Financial Group employees in database. Find out everything there's to know about Beneficial Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Beneficial Financial Group Employees
Employee
Years
Job
Industry
Serena Qian Xu Serena Qian Xu's Beneficial Financial Group Experience January 2011 - May 2012
Job Financial Analyst/Manager at The 1Page Company Inc
Industry Computer Software
Experience
1-Page December 2012 - Present
Hubert Burda Media March 2013 - July 2013
Hubert Burda Media August 2012 - February 2013
HYSTA (Hua Yuan Science and Technology Association) 2013 - 2013
Beneficial Financial Group January 2011 - May 2012
Bank of Communications Limited May 2011 - September 2011
AVA Dairy June 2011 - July 2011
ZhengHua Appraisal Associate May 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Market Analysis, Human Resources, Market Research, Financial Reporting, Value Engineering, Debt & Equity Financing, Tax Accounting, MS Excel Pivot Tables, QuickBooks, Bloomberg Terminal, CMS, CRM, Research, Tax Preparation, Analysis, Business Planning, Business Development, Finance, Budgets, Competitive Analysis, Forecasting, Entrepreneurship, Variance Analysis, Accounts Receivable, Portfolio Management, E-commerce, Payroll, Management
Education
California State University-East Bay 2014 — 2015
Master of Science (M.S.), Accounting, Accounting
University of Utah 2010 — 2012
Master of Science (M.S.), Finance, 3.51
Iowa Wesleyan College 2009 — 2010
Bachelor of Science (BS), Business Administration Management, 3.97
Xiangtan University 2004 — 2008
Bachelor of Science (BS), Finance
1-Page December 2012 - Present
Hubert Burda Media March 2013 - July 2013
Hubert Burda Media August 2012 - February 2013
HYSTA (Hua Yuan Science and Technology Association) 2013 - 2013
Beneficial Financial Group January 2011 - May 2012
Bank of Communications Limited May 2011 - September 2011
AVA Dairy June 2011 - July 2011
ZhengHua Appraisal Associate May 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Market Analysis, Human Resources, Market Research, Financial Reporting, Value Engineering, Debt & Equity Financing, Tax Accounting, MS Excel Pivot Tables, QuickBooks, Bloomberg Terminal, CMS, CRM, Research, Tax Preparation, Analysis, Business Planning, Business Development, Finance, Budgets, Competitive Analysis, Forecasting, Entrepreneurship, Variance Analysis, Accounts Receivable, Portfolio Management, E-commerce, Payroll, Management
Education
California State University-East Bay 2014 — 2015
Master of Science (M.S.), Accounting, Accounting
University of Utah 2010 — 2012
Master of Science (M.S.), Finance, 3.51
Iowa Wesleyan College 2009 — 2010
Bachelor of Science (BS), Business Administration Management, 3.97
Xiangtan University 2004 — 2008
Bachelor of Science (BS), Finance
Sarah Underwood Mower Sarah Underwood Mower's Beneficial Financial Group Experience August 2006 - July 2008
Job Senior Paid Search Account Manager at Partner Fusion
Industry Marketing and Advertising
Experience
Partner Fusion January 2015 - Present
OrangeSoda Inc July 2008 - December 2014
Beneficial Financial Group August 2006 - July 2008
BYU Financial Aid Office May 2000 - February 2002
Skills
PPC, Paid Search, SEM, SEO, Google Adwords, Google Analytics, Omniture Site Catalyst, Mongoose Metrics, Yahoo Search Marketing, Yahoo Search, MSN AdCenter, Google Maps, Google Docs, Omniture, Search Advertising, Keyword Research, Web Analytics, Online Advertising, Lead Generation, Marketing, Email Marketing
Education
Brigham Young University 1996 — 2000
BS, MFHD
Partner Fusion January 2015 - Present
OrangeSoda Inc July 2008 - December 2014
Beneficial Financial Group August 2006 - July 2008
BYU Financial Aid Office May 2000 - February 2002
Skills
PPC, Paid Search, SEM, SEO, Google Adwords, Google Analytics, Omniture Site Catalyst, Mongoose Metrics, Yahoo Search Marketing, Yahoo Search, MSN AdCenter, Google Maps, Google Docs, Omniture, Search Advertising, Keyword Research, Web Analytics, Online Advertising, Lead Generation, Marketing, Email Marketing
Education
Brigham Young University 1996 — 2000
BS, MFHD
James Doxey James Doxey's Beneficial Financial Group Experience May 2010 - August 2010
Job FullTime MBA Candidate Class of 2017 | The Paul Merage School of Business, UCIrvine
Industry Insurance
Experience
Fireman's Fund Insurance Company June 2012 - September 2015
Allianz Life January 2011 - June 2012
Beneficial Financial Group May 2010 - August 2010
Quomation Insurance Services, Inc June 2008 - February 2010
SolidPartners, Inc September 2007 - May 2008
Skills
Excel, VBA, SQL Server, Visual C#, C++, Actuarial Science, Access, SAS, Fixed Annuities, HTML + CSS, Insurance, Visual Basic, Microsoft Excel, Java, HTML, Loss Reserving, Actuarial Exams, Reinsurance, Commercial Insurance, Property & Casualty..., Risk Management, Analysis, Financial Risk
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (MBA)
Brigham Young University 2007 — 2010
BS, Actuarial Science
Fireman's Fund Insurance Company June 2012 - September 2015
Allianz Life January 2011 - June 2012
Beneficial Financial Group May 2010 - August 2010
Quomation Insurance Services, Inc June 2008 - February 2010
SolidPartners, Inc September 2007 - May 2008
Skills
Excel, VBA, SQL Server, Visual C#, C++, Actuarial Science, Access, SAS, Fixed Annuities, HTML + CSS, Insurance, Visual Basic, Microsoft Excel, Java, HTML, Loss Reserving, Actuarial Exams, Reinsurance, Commercial Insurance, Property & Casualty..., Risk Management, Analysis, Financial Risk
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (MBA)
Brigham Young University 2007 — 2010
BS, Actuarial Science
Christopher Ellis, CFA Christopher Ellis, CFA's Beneficial Financial Group Experience May 2010 - August 2010
Job Investment Officer at CalSTRS
Industry Investment Management
Experience
CalSTRS January 2012 - Present
Silver Fund August 2010 - April 2011
Beneficial Financial Group May 2010 - August 2010
American Express November 2007 - August 2009
American Express October 2006 - November 2007
Wasatch Advisors May 2006 - July 2006
Novell May 2005 - January 2006
Auto Meter Products April 2005 - August 2005
Skills
Portfolio Management, Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Management, Due Diligence, Analysis, Investment Banking, Chartered Financial..., Finance, Leadership, Valuation, Bloomberg, Management
Education
Brigham Young University 2009 — 2011
MBA
University of Utah 2008 — 2009
Brigham Young University 2004 — 2006
Bachelor of Science in Business
CalSTRS January 2012 - Present
Silver Fund August 2010 - April 2011
Beneficial Financial Group May 2010 - August 2010
American Express November 2007 - August 2009
American Express October 2006 - November 2007
Wasatch Advisors May 2006 - July 2006
Novell May 2005 - January 2006
Auto Meter Products April 2005 - August 2005
Skills
Portfolio Management, Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Management, Due Diligence, Analysis, Investment Banking, Chartered Financial..., Finance, Leadership, Valuation, Bloomberg, Management
Education
Brigham Young University 2009 — 2011
MBA
University of Utah 2008 — 2009
Brigham Young University 2004 — 2006
Bachelor of Science in Business
Amanda Peterson Amanda Peterson's Beneficial Financial Group Experience January 2014 - April 2014
Job Back End Web Engineer at Linden Lab
Industry Computer Software
Experience
Linden Lab May 2015 - Present
General Assembly March 2015 - May 2015
General Assembly November 2014 - February 2015
The Reset Foundation January 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
eBay Inc June 2013 - August 2013
UnitedHealth Group January 2013 - April 2013
PwC August 2012 - December 2012
Center for Court Innovation June 2012 - August 2012
Brigham Young University September 2010 - May 2011
Skills
Research, Legal Research, Leadership, Strategy, Public Speaking, Teaching, Data Analysis, Training, Nonprofits, Analysis, JavaScript, Web Development, CSS, Ruby on Rails, Ruby, PostgreSQL, jQuery, Node.js, AJAX, HTML5, Git, Github, JSON, APIs, Test Driven Development, Bootstrap
Education
Brigham Young University 2011 — 2014
JD/MBA, Finance, Entrepreneurship
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Psychology
Linden Lab May 2015 - Present
General Assembly March 2015 - May 2015
General Assembly November 2014 - February 2015
The Reset Foundation January 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
eBay Inc June 2013 - August 2013
UnitedHealth Group January 2013 - April 2013
PwC August 2012 - December 2012
Center for Court Innovation June 2012 - August 2012
Brigham Young University September 2010 - May 2011
Skills
Research, Legal Research, Leadership, Strategy, Public Speaking, Teaching, Data Analysis, Training, Nonprofits, Analysis, JavaScript, Web Development, CSS, Ruby on Rails, Ruby, PostgreSQL, jQuery, Node.js, AJAX, HTML5, Git, Github, JSON, APIs, Test Driven Development, Bootstrap
Education
Brigham Young University 2011 — 2014
JD/MBA, Finance, Entrepreneurship
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Psychology
Paul E. Hill, CFP® Paul E. Hill, CFP®'s Beneficial Financial Group Experience April 2006 - March 2008
Job President of Peak Financial Network Solutions; Regional Director of Cetera Advisor Networks LLC, Financial Advisor
Industry Financial Services
Experience
Peak Financial Network Solutions April 2008 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC April 2008 - Present
Beneficial Financial Group April 2006 - March 2008
CUNA Brokerage Services, Inc May 1991 - January 2003
Education
Brigham Young University 1982 — 1986
Peak Financial Network Solutions April 2008 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC April 2008 - Present
Beneficial Financial Group April 2006 - March 2008
CUNA Brokerage Services, Inc May 1991 - January 2003
Education
Brigham Young University 1982 — 1986
Luke Willardson Luke Willardson's Beneficial Financial Group Experience August 2010 - April 2011
Job Manager, Interactive Marketing at Monumental Sports & Entertainment
Industry Higher Education
Experience
Monumental Sports & Entertainment April 2015 - Present
Monumental Sports & Entertainment January 2015 - April 2015
Competitor Group March 2014 - July 2014
Provident Funding Associates L.P. July 2011 - January 2014
Counting Cents August 2010 - June 2011
Macel and Company January 2011 - April 2011
Beneficial Financial Group August 2010 - April 2011
Brigham Young University Testing Center September 2008 - April 2011
State Farm Insurance April 2010 - August 2010
GRC Electronics, Inc May 2006 - August 2008
Skills
Word, PowerPoint, Bloomberg, Morningstar, Excel, Outlook, Microsoft Excel, Finance, Analysis, Microsoft Word, Leadership, Public Speaking, Financial Analysis, Customer Service, Forecasting, Investments, Marketing
Education
San Diego State University-California State University 2014 — 2015
Master of Business Administration (M.B.A.), Sports Management
Brigham Young University 2008 — 2011
B.S., Business Management - Finance
Grossmont College 2006 — 2008
N/A, Business Administration
Monumental Sports & Entertainment April 2015 - Present
Monumental Sports & Entertainment January 2015 - April 2015
Competitor Group March 2014 - July 2014
Provident Funding Associates L.P. July 2011 - January 2014
Counting Cents August 2010 - June 2011
Macel and Company January 2011 - April 2011
Beneficial Financial Group August 2010 - April 2011
Brigham Young University Testing Center September 2008 - April 2011
State Farm Insurance April 2010 - August 2010
GRC Electronics, Inc May 2006 - August 2008
Skills
Word, PowerPoint, Bloomberg, Morningstar, Excel, Outlook, Microsoft Excel, Finance, Analysis, Microsoft Word, Leadership, Public Speaking, Financial Analysis, Customer Service, Forecasting, Investments, Marketing
Education
San Diego State University-California State University 2014 — 2015
Master of Business Administration (M.B.A.), Sports Management
Brigham Young University 2008 — 2011
B.S., Business Management - Finance
Grossmont College 2006 — 2008
N/A, Business Administration
Alex Dubois's Beneficial Financial Group Experience January 2011 - April 2011
Job Shoes Brand Specialist at Amazon
Industry Internet
Experience
Amazon February 2015 - Present
General Mills August 2013 - January 2015
General Mills August 2012 - August 2013
Missionary Training Center September 2009 - September 2012
Target June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Spanish, Public Speaking, Microsoft Excel, PowerPoint, Teaching, Research, Microsoft Office, Data Analysis, Microsoft Word, Statistics, Leadership, Marketing Strategy, Team Building, Competitive Analysis, Management, Project Planning
Education
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Management: Finance Emphasis
Amazon February 2015 - Present
General Mills August 2013 - January 2015
General Mills August 2012 - August 2013
Missionary Training Center September 2009 - September 2012
Target June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Spanish, Public Speaking, Microsoft Excel, PowerPoint, Teaching, Research, Microsoft Office, Data Analysis, Microsoft Word, Statistics, Leadership, Marketing Strategy, Team Building, Competitive Analysis, Management, Project Planning
Education
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Management: Finance Emphasis
Katalin Bolliger Katalin Bolliger's Beneficial Financial Group Experience August 2012 - December 2012
Job Commercial Banking Credit Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
BYU Global Financial Advisors January 2013 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Office of Information Technology March 2012 - June 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University January 2008 - December 2009
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, VBA, Financial Modeling, Economics, Bloomberg Terminal
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Finance
JPMorgan Chase June 2014 - Present
BYU Global Financial Advisors January 2013 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Office of Information Technology March 2012 - June 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University January 2008 - December 2009
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, VBA, Financial Modeling, Economics, Bloomberg Terminal
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Finance
Nelson Catala Nelson Catala's Beneficial Financial Group Experience September 2014 - December 2014
Job Brigham Young University
Industry Financial Services
Experience
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
Busulwa Peter Nsereko's Beneficial Financial Group Experience August 2012 - December 2013
Job MSF Candidate at the University of Utah
Industry Financial Services
Experience
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Quinton Riches Quinton Riches's Beneficial Financial Group Experience September 2013 - December 2013
Job Law Student at UCLA School of Law
Industry Legal Services
Experience
Allianz Group OPEX May 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
United States Senate May 2013 - August 2013
Beneficial Financial Group January 2013 - May 2013
Skills
Financial Analysis, Valuation, PowerPoint, Microsoft Office, Public Speaking, Leadership, Investment Strategies, Business Strategy, Data Analysis, Research, Microsoft Excel, Microsoft Word, Finance
Education
University of California, Los Angeles - School of Law 2015 — 2018
Juris Doctor (J.D.)
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Allianz Group OPEX May 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
United States Senate May 2013 - August 2013
Beneficial Financial Group January 2013 - May 2013
Skills
Financial Analysis, Valuation, PowerPoint, Microsoft Office, Public Speaking, Leadership, Investment Strategies, Business Strategy, Data Analysis, Research, Microsoft Excel, Microsoft Word, Finance
Education
University of California, Los Angeles - School of Law 2015 — 2018
Juris Doctor (J.D.)
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Braden Bair Braden Bair's Beneficial Financial Group Experience September 2011 - December 2011
Job Goldman Sachs Analyst
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
The Maize Inc. June 2010 - September 2013
American Express May 2013 - August 2013
Alta Ventures Mexico January 2013 - April 2013
Ensign Peak Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
Skills
Bloomberg, Microsoft Office, Accounting, Data Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Management - Finance
Goldman Sachs June 2014 - Present
The Maize Inc. June 2010 - September 2013
American Express May 2013 - August 2013
Alta Ventures Mexico January 2013 - April 2013
Ensign Peak Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
Skills
Bloomberg, Microsoft Office, Accounting, Data Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Management - Finance
Matt Porter, CFP®, AIF® Matt Porter, CFP®, AIF®'s Beneficial Financial Group Experience August 2006 - December 2007
Job ♦CERTIFIED FINANCIAL PLANNER™♦Financial Advisor Who Helps You Make Wise Decisions With Your Finances
Industry Financial Services
Experience
Cornerstone Financial Advisors January 2008 - Present
Better Business Bureau Serving the Snake River Region June 2010 - Present
Beneficial Financial Group August 2006 - December 2007
PricewaterhouseCoopers January 2005 - April 2005
Northwestern Mutual Financial Network 2002 - 2003
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Estate Planning, Accounting, Investments, Retirement Planning, Financial Reporting, Tax, 401k, Financial Modeling, Personal Finance, Financial Accounting, Financial Advisory, Insurance, Retirement, Microsoft Excel, Wealth Management, Mutual Funds, Life Insurance, Finance, Portfolio Management, Securities, Disability Insurance, Small Business, Financial Services, Wealth, Investment Management, Asset Allocation, Fixed Annuities, Financial Risk, Investment Strategies, Asset Management, Series 7, Long-term Care, IRAs, Alternative Investments, Series 63, Personal Financial..., Loans, Credit, Investment Advisory, Pensions, Risk Management, Variable Annuities
Education
Boise State University 2005 — 2006
Bachelor's of Business Administration, Accounting
Brigham Young University-Idaho 1999 — 2003
Highlands High School 1996 — 1999
Cornerstone Financial Advisors January 2008 - Present
Better Business Bureau Serving the Snake River Region June 2010 - Present
Beneficial Financial Group August 2006 - December 2007
PricewaterhouseCoopers January 2005 - April 2005
Northwestern Mutual Financial Network 2002 - 2003
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Estate Planning, Accounting, Investments, Retirement Planning, Financial Reporting, Tax, 401k, Financial Modeling, Personal Finance, Financial Accounting, Financial Advisory, Insurance, Retirement, Microsoft Excel, Wealth Management, Mutual Funds, Life Insurance, Finance, Portfolio Management, Securities, Disability Insurance, Small Business, Financial Services, Wealth, Investment Management, Asset Allocation, Fixed Annuities, Financial Risk, Investment Strategies, Asset Management, Series 7, Long-term Care, IRAs, Alternative Investments, Series 63, Personal Financial..., Loans, Credit, Investment Advisory, Pensions, Risk Management, Variable Annuities
Education
Boise State University 2005 — 2006
Bachelor's of Business Administration, Accounting
Brigham Young University-Idaho 1999 — 2003
Highlands High School 1996 — 1999
Andrew Coffman's Beneficial Financial Group Experience January 2012 - April 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2012 - Present
Beneficial Financial Group January 2012 - April 2012
Missionary Training Center March 2011 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - June 2010
Skills
Financial Analysis, PowerPoint, Retirement Planning, Strategic Financial..., Disability Insurance, Life Insurance, IRAs, 401k, Long-term Care, 529 Plans, Spanish, Training, Bloomberg, Risk Management, Investments, Securities, Wealth Accumulation, Financial Planning
Education
Brigham Young University 2010 — 2013
BS, Finance
Colegio Internacional Puerto la Cruz 2004 — 2007
High School
Northwestern Mutual April 2012 - Present
Beneficial Financial Group January 2012 - April 2012
Missionary Training Center March 2011 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - June 2010
Skills
Financial Analysis, PowerPoint, Retirement Planning, Strategic Financial..., Disability Insurance, Life Insurance, IRAs, 401k, Long-term Care, 529 Plans, Spanish, Training, Bloomberg, Risk Management, Investments, Securities, Wealth Accumulation, Financial Planning
Education
Brigham Young University 2010 — 2013
BS, Finance
Colegio Internacional Puerto la Cruz 2004 — 2007
High School
Filipe Delvaux's Beneficial Financial Group Experience January 2010 - May 2010
Job Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2015 - Present
Goldman Sachs May 2012 - June 2015
Global Financial Advisors August 2010 - January 2012
Goldman Sachs May 2011 - August 2011
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Beneficial Financial Group January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities
Education
Brigham Young University 2009 — 2012
Bachelor’s Degree, Business & Administration - Finance
J.P. Morgan Asset Management July 2015 - Present
Goldman Sachs May 2012 - June 2015
Global Financial Advisors August 2010 - January 2012
Goldman Sachs May 2011 - August 2011
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Beneficial Financial Group January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities
Education
Brigham Young University 2009 — 2012
Bachelor’s Degree, Business & Administration - Finance
Brandon Hurst's Beneficial Financial Group Experience August 2010 - December 2010
Job Associate Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar July 2012 - September 2013
Morningstar May 2011 - August 2011
Brigham Young University April 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Financial Statement..., Financial Reporting, Financial Modeling, Financial Analysis, Equities, Equity Research, Equity Valuation, Energy, Credit, Banking, Microsoft Office, Valuation, Microsoft Excel, PowerPoint, Investments, Data Analysis
Education
Brigham Young University 2007 — 2012
BS, Business Administration and Management, Finance emphasis
Morningstar September 2013 - Present
Morningstar July 2012 - September 2013
Morningstar May 2011 - August 2011
Brigham Young University April 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Financial Statement..., Financial Reporting, Financial Modeling, Financial Analysis, Equities, Equity Research, Equity Valuation, Energy, Credit, Banking, Microsoft Office, Valuation, Microsoft Excel, PowerPoint, Investments, Data Analysis
Education
Brigham Young University 2007 — 2012
BS, Business Administration and Management, Finance emphasis
Karen Starks Karen Starks's Beneficial Financial Group Experience July 1993 - August 2001
Job Legal Assistant at law firm
Industry Law Practice
Experience
Law Office of Morton W. Baird, II April 2007 - Present
River City Federal Credit Union January 2002 - April 2007
Beneficial Financial Group July 1993 - August 2001
Skills
Customer Service, Legal Research, Microsoft Office, Legal Assistance, Legal Writing, Trials, Public Speaking, Civil Litigation, Commercial Litigation, Litigation, Courts, Microsoft Word, Westlaw, Pleadings
Education
North Salinas High School 1979 — 1983
Central Coast College
Accounting, Accounting
Hartnell College
Law Office of Morton W. Baird, II April 2007 - Present
River City Federal Credit Union January 2002 - April 2007
Beneficial Financial Group July 1993 - August 2001
Skills
Customer Service, Legal Research, Microsoft Office, Legal Assistance, Legal Writing, Trials, Public Speaking, Civil Litigation, Commercial Litigation, Litigation, Courts, Microsoft Word, Westlaw, Pleadings
Education
North Salinas High School 1979 — 1983
Central Coast College
Accounting, Accounting
Hartnell College
Abraham Clark Abraham Clark's Beneficial Financial Group Experience January 2013 - April 2013
Job Investment Banking Analyst TMT at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - September 2015
White Glass Lending - Private Money Loans January 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
The Aclaime Group January 2013 - May 2013
Beneficial Financial Group January 2013 - April 2013
The Aclaime Group September 2012 - December 2012
Kalood January 2012 - December 2012
Silverline Security January 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - April 2012
Skills
Market Research, Entrepreneurship, Microsoft Excel, Financial Modeling, Business Development, Strategy, Data Analysis, Social Networking, Marketing, Customer Service, Salesforce.com, Latvian, Excel, Wordpress, HTML
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance
J.P. Morgan June 2014 - September 2015
White Glass Lending - Private Money Loans January 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
The Aclaime Group January 2013 - May 2013
Beneficial Financial Group January 2013 - April 2013
The Aclaime Group September 2012 - December 2012
Kalood January 2012 - December 2012
Silverline Security January 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - April 2012
Skills
Market Research, Entrepreneurship, Microsoft Excel, Financial Modeling, Business Development, Strategy, Data Analysis, Social Networking, Marketing, Customer Service, Salesforce.com, Latvian, Excel, Wordpress, HTML
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance
Clint Mickle Clint Mickle's Beneficial Financial Group Experience August 2010 - December 2010
Job Private Equity Associate at White Deer Energy
Industry Venture Capital & Private Equity
Experience
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
Jared Peck Jared Peck's Beneficial Financial Group Experience January 2003 - March 2005
Job Finance Director of Asset Management at Swift Transportation
Industry Accounting
Experience
Swift Transportation August 2014 - Present
Swift Transportation August 2012 - September 2014
Swift Transportation October 2011 - September 2012
Swift Transportation February 2009 - October 2011
Swift Transportation May 2008 - February 2009
Swift Transportation March 2005 - May 2008
Beneficial Financial Group January 2003 - March 2005
Bank September 1999 - December 2002
England and Wales October 1994 - November 1996
Skills
Forecasting, Finance, Analysis, Process Improvement, Financial Analysis, Budgets, Business Analysis, Financial Reporting, Strategic Financial..., Transportation, Leadership, Financial Modeling, Strategy, Accounting, Financial Forecasting, Business Planning, Project Planning, Strategic Planning, Cost Accounting, Financial Accounting, Management, Portfolio Management, Business Process..., Training, Cash Flow, Variance Analysis, Managerial Finance, Sales, Internal Controls, Risk Management, Cash Management, Contract Negotiation, Corporate Finance, Oracle Hyperion..., Oracle Essbase, Oracle Hyperion Smart..., Pricing, Banking, Negotiation, Mergers & Acquisitions, Credit, Investments, Due Diligence
Education
Arizona State University West 2005 — 2008
Master, Business Administration
Arizona State University - W. P. Carey School of Business 2000 — 2002
Bachelor of Science, Business Finance
Mesa Community College 1999 — 1999
Business
Brigham Young University - Idaho 1997 — 1998
Associates, General
Swift Transportation August 2014 - Present
Swift Transportation August 2012 - September 2014
Swift Transportation October 2011 - September 2012
Swift Transportation February 2009 - October 2011
Swift Transportation May 2008 - February 2009
Swift Transportation March 2005 - May 2008
Beneficial Financial Group January 2003 - March 2005
Bank September 1999 - December 2002
England and Wales October 1994 - November 1996
Skills
Forecasting, Finance, Analysis, Process Improvement, Financial Analysis, Budgets, Business Analysis, Financial Reporting, Strategic Financial..., Transportation, Leadership, Financial Modeling, Strategy, Accounting, Financial Forecasting, Business Planning, Project Planning, Strategic Planning, Cost Accounting, Financial Accounting, Management, Portfolio Management, Business Process..., Training, Cash Flow, Variance Analysis, Managerial Finance, Sales, Internal Controls, Risk Management, Cash Management, Contract Negotiation, Corporate Finance, Oracle Hyperion..., Oracle Essbase, Oracle Hyperion Smart..., Pricing, Banking, Negotiation, Mergers & Acquisitions, Credit, Investments, Due Diligence
Education
Arizona State University West 2005 — 2008
Master, Business Administration
Arizona State University - W. P. Carey School of Business 2000 — 2002
Bachelor of Science, Business Finance
Mesa Community College 1999 — 1999
Business
Brigham Young University - Idaho 1997 — 1998
Associates, General
Lowell Crabb Lowell Crabb's Beneficial Financial Group Experience May 2006 - January 2007
Job Partner at Links Consulting Group
Industry Financial Services
Experience
Links Consulting January 2013 - Present
Links Consulting October 2006 - Present
Beneficial Financial Group May 2006 - January 2007
Skills
Investments, Entrepreneurship, Due Diligence, Leadership, Risk Management, Portfolio Management, Sales, Retirement, Wealth Management..., Wealth Management, Insurance, Asset Protection, Estate Planning, Retirement Planning, Finance, Fixed Annuities, Small Business, Management Consulting, Financial Modeling, Financial Analysis, Consulting, Financial Services, Mutual Funds, Financial Advisory
Education
Brigham Young University 1999 — 2005
Bachelor, Psychology
South Pasadena High School 1996 — 1999
Links Consulting January 2013 - Present
Links Consulting October 2006 - Present
Beneficial Financial Group May 2006 - January 2007
Skills
Investments, Entrepreneurship, Due Diligence, Leadership, Risk Management, Portfolio Management, Sales, Retirement, Wealth Management..., Wealth Management, Insurance, Asset Protection, Estate Planning, Retirement Planning, Finance, Fixed Annuities, Small Business, Management Consulting, Financial Modeling, Financial Analysis, Consulting, Financial Services, Mutual Funds, Financial Advisory
Education
Brigham Young University 1999 — 2005
Bachelor, Psychology
South Pasadena High School 1996 — 1999
Hayley Meise's Beneficial Financial Group Experience January 2012 - April 2012
Job Student at Brigham Young University
Industry Accounting
Experience
Clinical Ink June 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, C++, English, Windows, Time Management
Education
Brigham Young University 2011 — 2015
Clinical Ink June 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, C++, English, Windows, Time Management
Education
Brigham Young University 2011 — 2015
Carl Fillerup's Beneficial Financial Group Experience August 2011 - December 2011
Job Business Data Analyst at University of Utah School of Medicine
Industry Financial Services
Experience
University of Utah School of Medicine September 2015 - Present
Slouch Headwear November 2013 - Present
C.R. England January 2013 - September 2015
The Rudd Firm August 2012 - February 2013
eBay September 2012 - December 2012
Global Financial Advisors January 2012 - December 2012
Praesideo Management April 2012 - August 2012
State Farm Insurance January 2012 - August 2012
Brigham Young University February 2010 - January 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Entrepreneurship, Microsoft Excel, Financial Analysis, Investments, Financial Modeling, Bloomberg, Microsoft Office, Access, Research, Spanish, Leadership, Social Media, Economics, Excel, PowerPoint, Analysis, Data Analysis, Bankruptcy, Corporate Finance, Public Speaking, Ebay Sales, Blogging, Forecasting, Financial Reporting, Microsoft Word, Competitive Analysis, Fund Of Funds, Great Plains Software, Department Budgeting, Licensed Life Insurance..., Personal Financial..., Competitor Analysis, Non-Profits..., E-commerce, Microsoft SQL Server
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Business Management: Finance Emphasis
University of Utah School of Medicine September 2015 - Present
Slouch Headwear November 2013 - Present
C.R. England January 2013 - September 2015
The Rudd Firm August 2012 - February 2013
eBay September 2012 - December 2012
Global Financial Advisors January 2012 - December 2012
Praesideo Management April 2012 - August 2012
State Farm Insurance January 2012 - August 2012
Brigham Young University February 2010 - January 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Entrepreneurship, Microsoft Excel, Financial Analysis, Investments, Financial Modeling, Bloomberg, Microsoft Office, Access, Research, Spanish, Leadership, Social Media, Economics, Excel, PowerPoint, Analysis, Data Analysis, Bankruptcy, Corporate Finance, Public Speaking, Ebay Sales, Blogging, Forecasting, Financial Reporting, Microsoft Word, Competitive Analysis, Fund Of Funds, Great Plains Software, Department Budgeting, Licensed Life Insurance..., Personal Financial..., Competitor Analysis, Non-Profits..., E-commerce, Microsoft SQL Server
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Business Management: Finance Emphasis
Melissa Sharp Melissa Sharp's Beneficial Financial Group Experience May 2002 - October 2003
Job Technical Services Supervisor Web Tools at Web.com
Industry Information Technology and Services
Experience
Web.com January 2013 - Present
Network Solutions July 2010 - October 2011
Web.com/Network Solutions July 2009 - July 2010
Network Solutions/Web.com October 2003 - May 2005
Beneficial Financial Group May 2002 - October 2003
Wells Fargo Financial December 2000 - May 2002
360 Communications January 1996 - December 1999
Skills
Call Center, Customer Satisfaction, Customer Retention, Cold Calling, Customer Service, Account Management, Call Centers, Customer Experience, Salesforce.com, Training, Sales Operations, Call Center Development, Troubleshooting, Sales Process, Process Improvement, Online Marketing, Quality Assurance, Vendor Management, Team Building, Management, Analysis, Team Management, Direct Sales, Operations Management, Leadership, Team Leadership, Sales, Employee Training, Telecommunications, Project Planning, Performance Management, Workforce Management, Coaching, Sales Management, Program Management, CRM, B2B, Cross-functional Team..., Marketing, Project Management, Networking, Product Marketing, Contract Negotiation, Marketing Strategy, Software Documentation, SaaS, Change Management, Business Analysis, Start-ups, E-commerce
Education
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor of Science, Business Administration - Marketing
Bishop Hafey High School 1992 — 1996
Web.com January 2013 - Present
Network Solutions July 2010 - October 2011
Web.com/Network Solutions July 2009 - July 2010
Network Solutions/Web.com October 2003 - May 2005
Beneficial Financial Group May 2002 - October 2003
Wells Fargo Financial December 2000 - May 2002
360 Communications January 1996 - December 1999
Skills
Call Center, Customer Satisfaction, Customer Retention, Cold Calling, Customer Service, Account Management, Call Centers, Customer Experience, Salesforce.com, Training, Sales Operations, Call Center Development, Troubleshooting, Sales Process, Process Improvement, Online Marketing, Quality Assurance, Vendor Management, Team Building, Management, Analysis, Team Management, Direct Sales, Operations Management, Leadership, Team Leadership, Sales, Employee Training, Telecommunications, Project Planning, Performance Management, Workforce Management, Coaching, Sales Management, Program Management, CRM, B2B, Cross-functional Team..., Marketing, Project Management, Networking, Product Marketing, Contract Negotiation, Marketing Strategy, Software Documentation, SaaS, Change Management, Business Analysis, Start-ups, E-commerce
Education
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor of Science, Business Administration - Marketing
Bishop Hafey High School 1992 — 1996
Han Sun Han Sun's Beneficial Financial Group Experience January 2013 - May 2013
Job University of Utah David Eccles School of Business
Industry Banking
Experience
Beneficial Financial Group January 2013 - May 2013
Goldwind USA July 2012 - August 2012
Salt Lake City Corporation May 2012 - June 2012
David Eccles School of Business September 2011 - April 2012
Beijing Representative Office, ING Investment Management August 2010 - September 2010
China Geo-Engineering Corporation International Ltd July 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Recruiting, Training, PowerPoint, Analysis, Market Research, Statistics, Leadership, Public Speaking, Microsoft Word, Customer Service, Team Leadership, Research, Project Management, Strategic Planning, Business Strategy, Marketing Strategy
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Cork 2009 — 2011
Bachelor of Science (B.S.), Business/Economics
Beijing Technology and Business University 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Beneficial Financial Group January 2013 - May 2013
Goldwind USA July 2012 - August 2012
Salt Lake City Corporation May 2012 - June 2012
David Eccles School of Business September 2011 - April 2012
Beijing Representative Office, ING Investment Management August 2010 - September 2010
China Geo-Engineering Corporation International Ltd July 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Recruiting, Training, PowerPoint, Analysis, Market Research, Statistics, Leadership, Public Speaking, Microsoft Word, Customer Service, Team Leadership, Research, Project Management, Strategic Planning, Business Strategy, Marketing Strategy
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Cork 2009 — 2011
Bachelor of Science (B.S.), Business/Economics
Beijing Technology and Business University 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Adam Moses Adam Moses's Beneficial Financial Group Experience January 2013 - April 2013
Job Credit Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
University Impact Fund 2012 - September 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Team Leadership, Data Analysis, Accounting, Financial Analysis, Financial Modeling, Market Research, Valuation, Finance, Due Diligence, Venture Capital, Business Valuation, Investments
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science (MS), Finance
SUNY Binghamton 2004 — 2007
Bachelor of Science (BS), Mathematics
Goldman Sachs September 2013 - Present
University Impact Fund 2012 - September 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Team Leadership, Data Analysis, Accounting, Financial Analysis, Financial Modeling, Market Research, Valuation, Finance, Due Diligence, Venture Capital, Business Valuation, Investments
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science (MS), Finance
SUNY Binghamton 2004 — 2007
Bachelor of Science (BS), Mathematics
Bijay Shrestha Bijay Shrestha's Beneficial Financial Group Experience January 2012 - April 2012
Job Analyst
Industry Hospital & Health Care
Experience
Goldman Sachs March 2013 - October 2013
GE Healthcare May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
Companion Language Study January 2011 - April 2011
Brigham Young University January 2010 - April 2010
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Brigham Young University 2008 — 2012
Brigham Young University, Marriott School of Management
Bachelor of Science, Finance
Goldman Sachs March 2013 - October 2013
GE Healthcare May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
Companion Language Study January 2011 - April 2011
Brigham Young University January 2010 - April 2010
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Brigham Young University 2008 — 2012
Brigham Young University, Marriott School of Management
Bachelor of Science, Finance
David Horlacher, CRFA, RFC David Horlacher, CRFA, RFC's Beneficial Financial Group Experience November 2005 - July 2009
Job Financial Advisor at Links Consulting
Industry Financial Services
Experience
Links Consulting March 2014 - Present
Brock & Associates, LLC October 2009 - March 2014
Beneficial Financial Group November 2005 - July 2009
Los Angeles Dodgers June 2005 - April 2007
Skills
Strategic Financial..., Retirement Planning, Estate Tax Planning, Investments, Asset Protection, Risk Management, Public Speaking, Life Insurance, Insurance, Retirement, Finance, Fixed Annuities, Estate Planning, Financial Planning
Education
Dixie State College
Business, Finance
Brigham Young University 2004 — 2005
Business
Utah Insurance License
Links Consulting March 2014 - Present
Brock & Associates, LLC October 2009 - March 2014
Beneficial Financial Group November 2005 - July 2009
Los Angeles Dodgers June 2005 - April 2007
Skills
Strategic Financial..., Retirement Planning, Estate Tax Planning, Investments, Asset Protection, Risk Management, Public Speaking, Life Insurance, Insurance, Retirement, Finance, Fixed Annuities, Estate Planning, Financial Planning
Education
Dixie State College
Business, Finance
Brigham Young University 2004 — 2005
Business
Utah Insurance License
John McCready John McCready's Beneficial Financial Group Experience August 2014 - December 2014
Job Student at The Marriott School of Management
Industry Financial Services
Experience
GPS Capital Markets, Inc. May 2015 - August 2015
Beneficial Financial Group August 2014 - December 2014
Van Duyse Entrepreneurial Leadership Institute January 2014 - April 2014
Skills
Financial Analysis, Financial Modeling, Accounting, Investments, Data Analysis, Microsoft Excel, Analysis, Financial Accounting, Market Research
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Finance and Financial Management Services, GPA 3.82/4.00
GPS Capital Markets, Inc. May 2015 - August 2015
Beneficial Financial Group August 2014 - December 2014
Van Duyse Entrepreneurial Leadership Institute January 2014 - April 2014
Skills
Financial Analysis, Financial Modeling, Accounting, Investments, Data Analysis, Microsoft Excel, Analysis, Financial Accounting, Market Research
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Finance and Financial Management Services, GPA 3.82/4.00
Jason Merrill's Beneficial Financial Group Experience June 2010 - March 2013
Job Structured Analyst at Penn Mutual Asset Management
Industry Investment Management
Experience
Penn Mutual Asset Management March 2013 - Present
Beneficial Financial Group June 2010 - March 2013
Lockheed Martin Space Systems Company March 2005 - August 2008
Synergy Innovations June 2004 - February 2005
Skills
Portfolio Management, Trading, Fixed Income, Structured Products, Microsoft Excel, Bloomberg, Asset Management
Education
Brigham Young University 2008 — 2010
MBA, Finance
Dartmouth College 1996 — 2004
AB, BE, MEM, MS, Mechanical Engineering, Engineering Management
Penn Mutual Asset Management March 2013 - Present
Beneficial Financial Group June 2010 - March 2013
Lockheed Martin Space Systems Company March 2005 - August 2008
Synergy Innovations June 2004 - February 2005
Skills
Portfolio Management, Trading, Fixed Income, Structured Products, Microsoft Excel, Bloomberg, Asset Management
Education
Brigham Young University 2008 — 2010
MBA, Finance
Dartmouth College 1996 — 2004
AB, BE, MEM, MS, Mechanical Engineering, Engineering Management
Brooks Forrest Brooks Forrest's Beneficial Financial Group Experience September 2010 - December 2010
Job Walmart | Real Estate Strategy
Industry Real Estate
Experience
Walmart June 2015 - Present
Walmart April 2014 - Present
Professor Alan Hurst June 2013 - Present
Wilkinson Barker Knauer, LLP May 2013 - June 2013
Ensign Peak Advisors September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Beneficial Financial Group September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Public Speaking, PowerPoint, Leadership, Research, Microsoft Office, Data Analysis, Microsoft Word, Investments, Outlook, Organization, Korean, Management, Economics
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Managment
Trabuco Hills High School
Walmart June 2015 - Present
Walmart April 2014 - Present
Professor Alan Hurst June 2013 - Present
Wilkinson Barker Knauer, LLP May 2013 - June 2013
Ensign Peak Advisors September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Beneficial Financial Group September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Legal Research, Legal Writing, Public Speaking, PowerPoint, Leadership, Research, Microsoft Office, Data Analysis, Microsoft Word, Investments, Outlook, Organization, Korean, Management, Economics
Education
Brigham Young University—J. Reuben Clark Law School 2012 — 2015
Doctor of Law (J.D.)
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Managment
Trabuco Hills High School
Bonnie (Best) Wallace, CRMP Bonnie (Best) Wallace, CRMP's Beneficial Financial Group Experience 1999 - 2009
Job Branch Manager CITYWIDE HOME LOANS CHL MORTGAGE
Industry Financial Services
Experience
Citywide Home Loans, CHL Mortgage January 2013 - Present
Mountainland Foundation January 2012 - Present
The Legacy Group / Legacy Consulting April 2006 - Present
Utah Senior Care Council January 2007 - Present
Beneficial Financial Group 1999 - 2009
Skills
Retirement Planning, Retirement, Long-term Care, Life Insurance, Estate Planning, Insurance, Strategic Planning, Strategic Financial..., Investments, Wealth Management, Financial Services, Public Speaking, Fixed Annuities, Small Business, Entrepreneurship, Portfolio Management, Financial Analysis, Health Insurance, IRAs, Mortgage Lending, Reverse Mortgage Lending, Senior Resource Planning, Financial Planners, Term Life Insurance, Finance, Financial Advisory, 401k, Disability Insurance, Financial Planning
Education
Brigham Young University
Professional Industry Education
Mortgage Lending, Insurance, Finance, Senior Resources
Springville High
Citywide Home Loans, CHL Mortgage January 2013 - Present
Mountainland Foundation January 2012 - Present
The Legacy Group / Legacy Consulting April 2006 - Present
Utah Senior Care Council January 2007 - Present
Beneficial Financial Group 1999 - 2009
Skills
Retirement Planning, Retirement, Long-term Care, Life Insurance, Estate Planning, Insurance, Strategic Planning, Strategic Financial..., Investments, Wealth Management, Financial Services, Public Speaking, Fixed Annuities, Small Business, Entrepreneurship, Portfolio Management, Financial Analysis, Health Insurance, IRAs, Mortgage Lending, Reverse Mortgage Lending, Senior Resource Planning, Financial Planners, Term Life Insurance, Finance, Financial Advisory, 401k, Disability Insurance, Financial Planning
Education
Brigham Young University
Professional Industry Education
Mortgage Lending, Insurance, Finance, Senior Resources
Springville High
Cissy Xie's Beneficial Financial Group Experience September 2010 - December 2010
Job Senior Financial Analyst, Corporate Development
Industry Consumer Goods
Experience
Starbucks September 2015 - Present
Dodge & Cox July 2014 - August 2015
Dodge & Cox July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
J.P. Morgan January 2011 - April 2011
University Venture Fund October 2010 - April 2011
Beneficial Financial Group September 2010 - December 2010
John Deere June 2010 - August 2010
Education
Brigham Young University 2007 — 2012
Master, Accounting
Starbucks September 2015 - Present
Dodge & Cox July 2014 - August 2015
Dodge & Cox July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
J.P. Morgan January 2011 - April 2011
University Venture Fund October 2010 - April 2011
Beneficial Financial Group September 2010 - December 2010
John Deere June 2010 - August 2010
Education
Brigham Young University 2007 — 2012
Master, Accounting
Angela Hutchinson Angela Hutchinson's Beneficial Financial Group Experience January 1995 - February 1996
Job Human Resources Training Admistrator at Lansing Building Products
Industry Government Relations
Experience
Lansing Building Products November 2014 - Present
The Bowen Group May 2013 - November 2014
Sofio's January 2011 - May 2013
Inverness Technologies February 2009 - May 2013
Inova Health System April 2007 - February 2009
Native American Management Services December 2003 - February 2006
Texas Workforce Commission January 1999 - January 2001
Synovus Technologies May 1998 - April 1999
NuSkin International February 1996 - March 1998
Beneficial Financial Group January 1995 - February 1996
Skills
Employee Relations, Skills Assessment, Resume Writing, Resume Consultation, Training & Development, Adult Education, Image Consulting, Personal Development, Personal Shopping, Interview Coaching, Interview Preparation, Salary Negotiation, Personnel Recruiting, Career Counseling, Career Development, Policy, Job Search, Coaching, Leadership Development, Mentoring, Organizational..., Public Speaking, Team Building, Interviewing, Executive Coaching, Resume, Management Skills..., Job Coaching, Interviews, DoD, Benefits Negotiation, Military, Security Clearance, Employee Training, Conflict Resolution, Government, Personnel Selection, Recruiting, Training Delivery, Management, Human Resources, Business Networking, Leadership, Job Search Strategies, Personnel Management, Fashion Design, Job Fairs, Onboarding, Training, Workshop Facilitation
Education
Brigham Young University 1995 — 1998
Bachelor of Science, Business Management - Organizational Behavior
University of Denver 2005 — 2005
National Veteran's Training Institute, Certified Trainer
Fashion Institute of Design & Merchandising 1989 — 1990
Non-Degree studies, Merchandise Marketing
Lansing Building Products November 2014 - Present
The Bowen Group May 2013 - November 2014
Sofio's January 2011 - May 2013
Inverness Technologies February 2009 - May 2013
Inova Health System April 2007 - February 2009
Native American Management Services December 2003 - February 2006
Texas Workforce Commission January 1999 - January 2001
Synovus Technologies May 1998 - April 1999
NuSkin International February 1996 - March 1998
Beneficial Financial Group January 1995 - February 1996
Skills
Employee Relations, Skills Assessment, Resume Writing, Resume Consultation, Training & Development, Adult Education, Image Consulting, Personal Development, Personal Shopping, Interview Coaching, Interview Preparation, Salary Negotiation, Personnel Recruiting, Career Counseling, Career Development, Policy, Job Search, Coaching, Leadership Development, Mentoring, Organizational..., Public Speaking, Team Building, Interviewing, Executive Coaching, Resume, Management Skills..., Job Coaching, Interviews, DoD, Benefits Negotiation, Military, Security Clearance, Employee Training, Conflict Resolution, Government, Personnel Selection, Recruiting, Training Delivery, Management, Human Resources, Business Networking, Leadership, Job Search Strategies, Personnel Management, Fashion Design, Job Fairs, Onboarding, Training, Workshop Facilitation
Education
Brigham Young University 1995 — 1998
Bachelor of Science, Business Management - Organizational Behavior
University of Denver 2005 — 2005
National Veteran's Training Institute, Certified Trainer
Fashion Institute of Design & Merchandising 1989 — 1990
Non-Degree studies, Merchandise Marketing
Amber Tialino Amber Tialino's Beneficial Financial Group Experience August 2011 - December 2011
Job Associate at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial February 2012 - January 2014
Highcrest Management Group January 2013 - April 2013
Brigham Young University August 2012 - December 2012
Devcon Security April 2012 - July 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Strategy, Financial Analysis, Analysis, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Managed Wealth Financial February 2012 - January 2014
Highcrest Management Group January 2013 - April 2013
Brigham Young University August 2012 - December 2012
Devcon Security April 2012 - July 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Strategy, Financial Analysis, Analysis, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
David Barwick David Barwick's Beneficial Financial Group Experience January 2014 - April 2014
Job Mortgage Specialist at Academy Mortgage Corporation NMLS#1194502 I State Lic #AZ 0928018 I Corp Lic #AZ BK0904081 #3113
Industry Banking
Experience
Academy Mortgage Corporation May 2014 - Present
Beneficial Financial Group January 2014 - April 2014
Risk International August 2013 - December 2013
Aramark May 2013 - August 2013
Brigham Young University August 2012 - April 2013
Johnny Rockets April 2007 - August 2008
Stellar Landscaping April 2005 - August 2008
Skills
Leadership, Microsoft Excel, Customer Service, Public Speaking, Data Analysis, Microsoft Office, Microsoft Word, Social Networking, Time Management, Sales, Access, Spanish, Event Planning, Investments, Teaching, Quality Control, Facebook, Financial Analysis, Financial Modeling, Advertising, Fluent in Portuguese..., Home and Yard Care, Property Management, Financial Accounting, Conventional Financing, FHA Financing, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Finance
Academy Mortgage Corporation May 2014 - Present
Beneficial Financial Group January 2014 - April 2014
Risk International August 2013 - December 2013
Aramark May 2013 - August 2013
Brigham Young University August 2012 - April 2013
Johnny Rockets April 2007 - August 2008
Stellar Landscaping April 2005 - August 2008
Skills
Leadership, Microsoft Excel, Customer Service, Public Speaking, Data Analysis, Microsoft Office, Microsoft Word, Social Networking, Time Management, Sales, Access, Spanish, Event Planning, Investments, Teaching, Quality Control, Facebook, Financial Analysis, Financial Modeling, Advertising, Fluent in Portuguese..., Home and Yard Care, Property Management, Financial Accounting, Conventional Financing, FHA Financing, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Finance
Blake Risenmay's Beneficial Financial Group Experience January 2013 - April 2013
Job Law Clerk at the Washington State Office of the Attorney General
Industry Law Practice
Experience
Sustainable Energy Solutions, LLC April 2014 - August 2014
Brigham Young University October 2013 - April 2014
Alta Ventures Mexico September 2013 - December 2013
DC Superior Court May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
LDS Employment Resource Services 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Data Analysis, Finance, Research, Social Media, Teamwork, Leadership, Event Planning, Social Media Marketing, Contract Negotiation, Program Management
Education
Brigham Young University 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Washington School of Law
Sustainable Energy Solutions, LLC April 2014 - August 2014
Brigham Young University October 2013 - April 2014
Alta Ventures Mexico September 2013 - December 2013
DC Superior Court May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
LDS Employment Resource Services 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Data Analysis, Finance, Research, Social Media, Teamwork, Leadership, Event Planning, Social Media Marketing, Contract Negotiation, Program Management
Education
Brigham Young University 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Washington School of Law
Dat Nguyen Dat Nguyen's Beneficial Financial Group Experience January 2012 - April 2012
Job Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Jordan Hughes Jordan Hughes's Beneficial Financial Group Experience January 2009 - April 2009
Job Analyst at Taconic Capital
Industry Financial Services
Experience
Taconic Capital May 2014 - Present
Goldman Sachs July 2011 - May 2014
Beneficial Financial Group January 2009 - April 2009
Global Financial Advisors August 2008 - December 2008
Education
Brigham Young University 2008 — 2011
BS
Taconic Capital May 2014 - Present
Goldman Sachs July 2011 - May 2014
Beneficial Financial Group January 2009 - April 2009
Global Financial Advisors August 2008 - December 2008
Education
Brigham Young University 2008 — 2011
BS
Lance Chugg Lance Chugg's Beneficial Financial Group Experience January 2003 - April 2003
Job Managing Member, Chugg Financial Services, LLC
Industry Management Consulting
Experience
Chugg Financial Services March 2009 - Present
Mutual of Omaha Bank September 2013 - Present
Northland Pioneer College Foundation July 2008 - September 2013
Transnational Strategic Solutions, Inc (TS2Corp) November 2004 - September 2011
Northland Pioneer College June 2009 - May 2011
American Water December 2005 - July 2008
Medicis February 2005 - December 2005
Zions Bank April 2003 - April 2004
Beneficial Financial Group January 2003 - April 2003
Brigham Young University September 2002 - April 2003
Skills
Management Consulting, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Strategic Planning, Budgets, Entrepreneurship, Banking, Process Improvement, Project Management, Project Planning, Data Analysis, Business Planning, Financial Reporting, Treasury Management, Teaching, Market Analysis, Due Diligence, Valuation, Team Leadership, Leadership, Executive Management, Internal Audit, Capital Budgeting, Contract Negotiation, Managerial Finance, Forecasting, Team-oriented, Strategy Development, Writing, Business Operations..., Problem Solving, Contract Management, Oral Communications, Economics, Microsoft Excel, Variance Analysis, Research, Monte Carlo Simulation, Optimization, Statistical Data..., Activity Based Costing, Audit Management, Manage Client..., Driving Profitability, Business Development, Relationship Management, Finance
Education
Brigham Young University 2001 — 2003
MBA
Penn State University 1994 — 1996
MA
Claremont McKenna College 1988 — 1994
BA
Sciences Po Strasbourg 1992 — 1993
CEP
College of Southern Idaho 1987 — 1988
Twin Falls High School 1985 — 1988
Diploma
Chugg Financial Services March 2009 - Present
Mutual of Omaha Bank September 2013 - Present
Northland Pioneer College Foundation July 2008 - September 2013
Transnational Strategic Solutions, Inc (TS2Corp) November 2004 - September 2011
Northland Pioneer College June 2009 - May 2011
American Water December 2005 - July 2008
Medicis February 2005 - December 2005
Zions Bank April 2003 - April 2004
Beneficial Financial Group January 2003 - April 2003
Brigham Young University September 2002 - April 2003
Skills
Management Consulting, Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Strategic Planning, Budgets, Entrepreneurship, Banking, Process Improvement, Project Management, Project Planning, Data Analysis, Business Planning, Financial Reporting, Treasury Management, Teaching, Market Analysis, Due Diligence, Valuation, Team Leadership, Leadership, Executive Management, Internal Audit, Capital Budgeting, Contract Negotiation, Managerial Finance, Forecasting, Team-oriented, Strategy Development, Writing, Business Operations..., Problem Solving, Contract Management, Oral Communications, Economics, Microsoft Excel, Variance Analysis, Research, Monte Carlo Simulation, Optimization, Statistical Data..., Activity Based Costing, Audit Management, Manage Client..., Driving Profitability, Business Development, Relationship Management, Finance
Education
Brigham Young University 2001 — 2003
MBA
Penn State University 1994 — 1996
MA
Claremont McKenna College 1988 — 1994
BA
Sciences Po Strasbourg 1992 — 1993
CEP
College of Southern Idaho 1987 — 1988
Twin Falls High School 1985 — 1988
Diploma
Justin Stark Justin Stark's Beneficial Financial Group Experience March 2009 - January 2010
Job Rocky Mountain Financial Consultants, LLC
Industry Financial Services
Experience
Rocky Mountain Financial Consultants, LLC January 2009 - Present
Baty Angus Ranch September 2008 - Present
Beneficial Financial Group March 2009 - January 2010
US Bank June 2001 - August 2005
Education
Boise State University 2001 — 2007
Marketing, biology, business
College of Southern Idaho
Rocky Mountain Financial Consultants, LLC January 2009 - Present
Baty Angus Ranch September 2008 - Present
Beneficial Financial Group March 2009 - January 2010
US Bank June 2001 - August 2005
Education
Boise State University 2001 — 2007
Marketing, biology, business
College of Southern Idaho
Randy Pierson, CLU, LUTCF's Beneficial Financial Group Experience February 2008 - September 2009
Job Sales Acceleration Specialist Working Nationally in Life & Annuities
Industry Insurance
Experience
Gordon Marketing September 2009 - Present
Beneficial Financial Group February 2008 - September 2009
Financial Resource Advisors, LLC July 2007 - February 2008
Pacific Life Insurance Company July 2002 - July 2007
Provident Mutual Insurance and Financial Services March 2000 - July 2002
Berkshire Life November 1997 - March 2000
Massachusetts Mutual Life October 1996 - November 1997
Skills
Insurance, Estate Planning, Business Planning, Investments, Buy-sell Agreements, Equity Indexed Annuities, Life Insurance, Disability Insurance, Universal Life, Succession Planning, Tax Advisory, Business Development, Fixed Annuities, Whole Life, Sales, Leadership, Long-term Care, Health Insurance, Small Business, Management, General Insurance, Retirement, Term Life Insurance, Retirement Planning, Critical Illness, Sales Management, Strategic Financial..., Recruiting, Medicare, Series 63, Customer Retention, Wealth, Employee Benefits, Marketing, Health Savings Accounts, Long Term Care Insurance, Accident, Training, Brokers, Key Person Insurance, Financial Advisory, Financial Planners, Underwriting, Property & Casualty..., Series 6, Claim, IRAs, Financial Services, Wealth Management, Variable Annuities
Education
Ball State University 1984 — 1988
BS, Business Management
Gordon Marketing September 2009 - Present
Beneficial Financial Group February 2008 - September 2009
Financial Resource Advisors, LLC July 2007 - February 2008
Pacific Life Insurance Company July 2002 - July 2007
Provident Mutual Insurance and Financial Services March 2000 - July 2002
Berkshire Life November 1997 - March 2000
Massachusetts Mutual Life October 1996 - November 1997
Skills
Insurance, Estate Planning, Business Planning, Investments, Buy-sell Agreements, Equity Indexed Annuities, Life Insurance, Disability Insurance, Universal Life, Succession Planning, Tax Advisory, Business Development, Fixed Annuities, Whole Life, Sales, Leadership, Long-term Care, Health Insurance, Small Business, Management, General Insurance, Retirement, Term Life Insurance, Retirement Planning, Critical Illness, Sales Management, Strategic Financial..., Recruiting, Medicare, Series 63, Customer Retention, Wealth, Employee Benefits, Marketing, Health Savings Accounts, Long Term Care Insurance, Accident, Training, Brokers, Key Person Insurance, Financial Advisory, Financial Planners, Underwriting, Property & Casualty..., Series 6, Claim, IRAs, Financial Services, Wealth Management, Variable Annuities
Education
Ball State University 1984 — 1988
BS, Business Management
Brett Wade's Beneficial Financial Group Experience August 2012 - March 2013
Job Asset Management Associate at Vivint Solar
Industry Financial Services
Experience
Vivint Solar May 2014 - Present
Vivint Solar September 2013 - May 2014
SkyWest Airlines March 2013 - August 2013
Beneficial Financial Group August 2012 - March 2013
Nu Skin Enterprises May 2011 - March 2013
Staples Realty, Inc August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Financial Analysis, Management, Leadership, Public Speaking, Customer Service, Microsoft Excel, PowerPoint
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Finance and Financial Management Services, Senior
Vivint Solar May 2014 - Present
Vivint Solar September 2013 - May 2014
SkyWest Airlines March 2013 - August 2013
Beneficial Financial Group August 2012 - March 2013
Nu Skin Enterprises May 2011 - March 2013
Staples Realty, Inc August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Financial Analysis, Management, Leadership, Public Speaking, Customer Service, Microsoft Excel, PowerPoint
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Finance and Financial Management Services, Senior
Mckenna Peterson Mckenna Peterson's Beneficial Financial Group Experience August 2012 - December 2012
Job Beneficial Financial Group Intern Team Manager
Industry Marketing and Advertising
Experience
Beneficial Financial Group August 2012 - December 2012
Brigham Young University September 2008 - December 2012
Beneficial Financial Group June 2012 - August 2012
Church of Jesus Christ of Latter-day Saints November 2009 - May 2011
City of Summit, NJ Parking Services Agency June 2009 - November 2009
Skills
Data Analysis, Financial Modeling, Public Speaking, Analysis, Google Analytics, PPC, Google Adwords, HTML, Social Media Marketing, Market Research, Statistical Data..., Microsoft Excel, Stata, Financial Analysis, Valuation, International Sales, Writing, Microsoft Office, PowerPoint, Customer Service
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (BA), Economics
Beneficial Financial Group August 2012 - December 2012
Brigham Young University September 2008 - December 2012
Beneficial Financial Group June 2012 - August 2012
Church of Jesus Christ of Latter-day Saints November 2009 - May 2011
City of Summit, NJ Parking Services Agency June 2009 - November 2009
Skills
Data Analysis, Financial Modeling, Public Speaking, Analysis, Google Analytics, PPC, Google Adwords, HTML, Social Media Marketing, Market Research, Statistical Data..., Microsoft Excel, Stata, Financial Analysis, Valuation, International Sales, Writing, Microsoft Office, PowerPoint, Customer Service
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (BA), Economics
Marcus F. Johnson, CFP® - Financial Advisor's Beneficial Financial Group Experience August 2009 - December 2009
Job Certified Financial Planner™ & Vice President: Investment Management of Johnson Financial Advisors
Industry Financial Services
Experience
Johnson Financial Advisors April 2010 - Present
U.S. House of Representatives January 2010 - April 2010
Beneficial Financial Group August 2009 - December 2009
Brigham Young University September 2008 - December 2009
The Church of Jesus Christ of Latter-day Saints February 2009 - October 2009
LDS Church February 2009 - June 2009
Missionary Training Center December 2007 - August 2008
Veracruz, Mexico - LDS Mission November 2006 - June 2007
Skills
Leadership, Spanish, Management, Public Relations, Budgets, Analysis, Series 7, Training, Finance, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Customer Service, Financial Analysis, Data Analysis, Strategic Planning, Strategic Financial..., Investments, Investment Management, Time Management, Financial Modeling, Portfolio Management, Team Leadership, Mutual Funds, Retirement Planning
Education
Marriott School of Management - Brigham Young University 2007 — 2009
Bachelor of Science, Business Management; Finance emphasis
Boston University 2011 — 2012
Certificate in Financial Planning, Finance
Johnson Financial Advisors April 2010 - Present
U.S. House of Representatives January 2010 - April 2010
Beneficial Financial Group August 2009 - December 2009
Brigham Young University September 2008 - December 2009
The Church of Jesus Christ of Latter-day Saints February 2009 - October 2009
LDS Church February 2009 - June 2009
Missionary Training Center December 2007 - August 2008
Veracruz, Mexico - LDS Mission November 2006 - June 2007
Skills
Leadership, Spanish, Management, Public Relations, Budgets, Analysis, Series 7, Training, Finance, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Customer Service, Financial Analysis, Data Analysis, Strategic Planning, Strategic Financial..., Investments, Investment Management, Time Management, Financial Modeling, Portfolio Management, Team Leadership, Mutual Funds, Retirement Planning
Education
Marriott School of Management - Brigham Young University 2007 — 2009
Bachelor of Science, Business Management; Finance emphasis
Boston University 2011 — 2012
Certificate in Financial Planning, Finance
Bryan Whiting's Beneficial Financial Group Experience May 2013 - August 2013
Job Data Scientist
Industry Market Research
Experience
Brigham Young University 2012 - Present
Novi Security January 2013 - September 2014
Beneficial Financial Group May 2013 - August 2013
Tolley Consulting LLP September 2012 - August 2013
Deloitte June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
The Church of Jesus Christ of Latter-day Saints January 2010 - June 2010
Skills
Data Analysis, R, Statistics, SAS, Statistical Modeling, SAS programming, Data Mining, SQL, Bloomberg Terminal, Time Series Analysis, Microsoft Excel, Entrepreneurship, Financial Modeling, Analysis, Market Research, Valuation
Education
Brigham Young University 2013 — 2015
Master's Degree, Statistics, Senior
Brigham Young University 2008 — 2015
Bachelor of Science, Statistical Science
Brigham Young University 2012 - Present
Novi Security January 2013 - September 2014
Beneficial Financial Group May 2013 - August 2013
Tolley Consulting LLP September 2012 - August 2013
Deloitte June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
The Church of Jesus Christ of Latter-day Saints January 2010 - June 2010
Skills
Data Analysis, R, Statistics, SAS, Statistical Modeling, SAS programming, Data Mining, SQL, Bloomberg Terminal, Time Series Analysis, Microsoft Excel, Entrepreneurship, Financial Modeling, Analysis, Market Research, Valuation
Education
Brigham Young University 2013 — 2015
Master's Degree, Statistics, Senior
Brigham Young University 2008 — 2015
Bachelor of Science, Statistical Science
Andrew Pulsipher Andrew Pulsipher's Beneficial Financial Group Experience January 2013 - April 2013
Job CFO, Swop
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Grant Vanderhorst's Beneficial Financial Group Experience January 2012 - April 2012
Job Sales and Operations Analyst at Amazon Web Services
Industry Accounting
Experience
Amazon Web Services June 2015 - Present
Deloitte July 2013 - June 2015
Dyno Nobel March 2012 - October 2012
Beneficial Financial Group January 2012 - April 2012
Brigham Young University May 2011 - April 2012
Zoobies LLC October 2010 - May 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Quantitative Analytics, Dashboarding, Financial Analysis, Analysis, Microsoft Excel, Tableau, Business Intelligence, Data Analysis, Data, Analytics, Leadership, PowerPoint, Accounting, Bloomberg, Accounts Payable, Account Reconciliation, QuickBooks, Microsoft Word, Team Leadership, Research, R
Education
Brigham Young University 2010 — 2013
BS, Business Management—Finance, 3.7/4.0
Amazon Web Services June 2015 - Present
Deloitte July 2013 - June 2015
Dyno Nobel March 2012 - October 2012
Beneficial Financial Group January 2012 - April 2012
Brigham Young University May 2011 - April 2012
Zoobies LLC October 2010 - May 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Quantitative Analytics, Dashboarding, Financial Analysis, Analysis, Microsoft Excel, Tableau, Business Intelligence, Data Analysis, Data, Analytics, Leadership, PowerPoint, Accounting, Bloomberg, Accounts Payable, Account Reconciliation, QuickBooks, Microsoft Word, Team Leadership, Research, R
Education
Brigham Young University 2010 — 2013
BS, Business Management—Finance, 3.7/4.0
Steffan Freckleton Steffan Freckleton's Beneficial Financial Group Experience May 2009 - August 2009
Job Sr. Manager FP&A Symantec Corp.
Industry Computer Software
Experience
Symantec January 2014 - Present
Symantec June 2013 - January 2014
Symantec January 2012 - June 2013
Symantec August 2010 - April 2011
Brigham Young University August 2008 - June 2010
Beneficial Financial Group May 2009 - August 2009
Cause For Hope April 2009 - May 2009
The Church of Jesus Christ of Latter-day Saints April 2000 - May 2002
Skills
Corporate Finance, Strategic Financial..., Portfolio Management, Security Analysis, Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Accounting, Analysis, Financial Reporting, Forecasting, Asset Managment, Banking, Analytics, Management, Budgets, Managerial Finance, Fixed Income, Mergers & Acquisitions, Strategic Planning
Education
Brigham Young University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Utah Valley University Woodbury School of Business 2002 — 2005
Bachelor of Science, Banking and Finance
Symantec January 2014 - Present
Symantec June 2013 - January 2014
Symantec January 2012 - June 2013
Symantec August 2010 - April 2011
Brigham Young University August 2008 - June 2010
Beneficial Financial Group May 2009 - August 2009
Cause For Hope April 2009 - May 2009
The Church of Jesus Christ of Latter-day Saints April 2000 - May 2002
Skills
Corporate Finance, Strategic Financial..., Portfolio Management, Security Analysis, Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Accounting, Analysis, Financial Reporting, Forecasting, Asset Managment, Banking, Analytics, Management, Budgets, Managerial Finance, Fixed Income, Mergers & Acquisitions, Strategic Planning
Education
Brigham Young University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Utah Valley University Woodbury School of Business 2002 — 2005
Bachelor of Science, Banking and Finance
Heather Abbott Heather Abbott's Beneficial Financial Group Experience August 2005 - December 2005
Job Finance Analyst at Cisco Systems
Industry Financial Services
Experience
Cisco Systems February 2007 - Present
Brigham Young University August 2002 - February 2007
Wal-Mart May 2006 - July 2006
Beneficial Financial Group August 2005 - December 2005
Skills
Financial Modeling, Business Strategy, Financial Analysis, Strategic Financial...
Education
Brigham Young University 2002 — 2006
Business Management, Finance
Cisco Systems February 2007 - Present
Brigham Young University August 2002 - February 2007
Wal-Mart May 2006 - July 2006
Beneficial Financial Group August 2005 - December 2005
Skills
Financial Modeling, Business Strategy, Financial Analysis, Strategic Financial...
Education
Brigham Young University 2002 — 2006
Business Management, Finance
Matt Willes, CFA's Beneficial Financial Group Experience 2003 - 2008
Job Willes Capital & Mountain Mezzanine
Industry Investment Management
Experience
Various Corporate and Non-Profit Organizations April 2012 - Present
Willes Capital 2003 - Present
Zions Bank January 2010 - September 2013
AxisPointe April 2008 - January 2010
Beneficial Financial Group 2003 - 2008
Black & Decker 1999 - 2001
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Business Strategy, Portfolio Management, Philanthropy, Non-profits, Banking, Wealth Management, Investment Strategies, Asset Management, Mutual Funds, Finance, Alternative Investments, Equities, Investment Management, Leadership, Strategy, Venture Capital, Bonds, Management, Due Diligence, Private Equity, Mergers & Acquisitions, Entrepreneurship, Start-ups, Strategic Planning, Risk Management, Valuation, Corporate Finance, Business Planning, Corporate Development, Hedge Funds, Nonprofits, Financial Planning
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Brigham Young University 1996 — 1999
BS, Manufacturing Engineering
Various Corporate and Non-Profit Organizations April 2012 - Present
Willes Capital 2003 - Present
Zions Bank January 2010 - September 2013
AxisPointe April 2008 - January 2010
Beneficial Financial Group 2003 - 2008
Black & Decker 1999 - 2001
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Business Strategy, Portfolio Management, Philanthropy, Non-profits, Banking, Wealth Management, Investment Strategies, Asset Management, Mutual Funds, Finance, Alternative Investments, Equities, Investment Management, Leadership, Strategy, Venture Capital, Bonds, Management, Due Diligence, Private Equity, Mergers & Acquisitions, Entrepreneurship, Start-ups, Strategic Planning, Risk Management, Valuation, Corporate Finance, Business Planning, Corporate Development, Hedge Funds, Nonprofits, Financial Planning
Education
UCLA Anderson School of Management 2001 — 2003
MBA
Brigham Young University 1996 — 1999
BS, Manufacturing Engineering
Jay Porter Jay Porter's Beneficial Financial Group Experience June 2002 - August 2009
Job Experienced Systems Analyst and Software Developer
Industry Information Technology and Services
Experience
USANA Health Sciences June 2015 - Present
Valdez International Corporation January 2010 - June 2015
Beneficial Financial Group June 2002 - August 2009
Beneficial Financial Group August 1998 - June 2002
Beneficial Financial Group October 1992 - August 1998
Hercules Aerospace, Bacchus Works April 1982 - September 1992
Skills
Database Design, Web Application Design, Programming, Databases, Software Development, Analysis, Database Administration, HTML, Java, Oracle, Project Management, SQL, Software Documentation, Web Applications, Web Services, XML
Education
Brigham Young University
B.S., Business Systems Analysis, Computer Science
University of Utah - David Eccles School of Business
Graduate Work, Master Business Administration
USANA Health Sciences June 2015 - Present
Valdez International Corporation January 2010 - June 2015
Beneficial Financial Group June 2002 - August 2009
Beneficial Financial Group August 1998 - June 2002
Beneficial Financial Group October 1992 - August 1998
Hercules Aerospace, Bacchus Works April 1982 - September 1992
Skills
Database Design, Web Application Design, Programming, Databases, Software Development, Analysis, Database Administration, HTML, Java, Oracle, Project Management, SQL, Software Documentation, Web Applications, Web Services, XML
Education
Brigham Young University
B.S., Business Systems Analysis, Computer Science
University of Utah - David Eccles School of Business
Graduate Work, Master Business Administration
Nathan Bayles Nathan Bayles's Beneficial Financial Group Experience September 2013 - December 2013
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Citi January 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
Wells Fargo May 2013 - August 2013
EZ Levveler January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Spanish, Teamwork, Leadership, Teaching, Outlook, Business Strategy, Analysis, Finance, Team Leadership, Financial Modeling, Data Analysis, Financial Analysis
Education
Brigham Young University 2009 — 2015
Bachelor of Science (BS), Finance, General
Wells Fargo Securities June 2015 - Present
Citi January 2014 - July 2014
Beneficial Financial Group September 2013 - December 2013
Wells Fargo May 2013 - August 2013
EZ Levveler January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Spanish, Teamwork, Leadership, Teaching, Outlook, Business Strategy, Analysis, Finance, Team Leadership, Financial Modeling, Data Analysis, Financial Analysis
Education
Brigham Young University 2009 — 2015
Bachelor of Science (BS), Finance, General
Michael Schortinghuis Michael Schortinghuis's Beneficial Financial Group Experience January 1996 - March 1996
Job Market Manager at Endeavor Telecom
Industry Security and Investigations
Experience
Endeavor Telecom February 2015 - September 2015
Vivint January 2013 - December 2014
Vivint March 2011 - January 2013
APX Alarm December 2009 - March 2011
ADS Security March 2001 - November 2009
SecurityLink from Ameritech November 2000 - March 2001
Siemens Industry US October 1999 - November 2000
Scott Alarm March 1996 - October 1999
Beneficial Financial Group January 1996 - March 1996
MetLife January 1995 - January 1996
Skills
Management, Leadership, Sales Management, Training, Sales, Security, Account Management, Networking, Project Planning, Project Management, Sales Operations, Direct Sales, Marketing, Start-ups, Human Resources, Team Leadership, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Process Improvement, Click Scheduling, Salesforce Training, Strategic Planning, Data Analysis, Inventory Management, Troubleshooting, Workday, Team Building, Salesforce.com
Education
Georgia Consruction Industry Board Low Voltage Course 2011 — 2011
Georgia Low Voltage License, Low Voltage Life Safety Codes, Current
Insurance Business School 2009 — 2011
Georgia Insurance Licensee (Not current), Life, Health, Disability Insurance
Augusta State University 1998 — 2001
Business Management/Marketing
University or Maryland, Vicenza, Italy 1991 — 1993
Business Administration and Management, General
Noncommissioned Officer Leadership Course, Ft Gordon, Ga. 1991 — 1991
Graduated, Military and Strategic Leadership
Southwestern State University of Louisiana, Ft. Polk, La. 1988 — 1990
Business Administration and Management, General
Primary Leadership Non Commisioned Officer Course, Ft. Polk, La. 1987 — 1987
Graduated, Organizational Leadership
Madison Area Technical College, Madison, WI. 1983 — 1985
Hotel/Restaurant Management
Turner High School, Portage WI. 1979 — 1982
Graduated
Endeavor Telecom February 2015 - September 2015
Vivint January 2013 - December 2014
Vivint March 2011 - January 2013
APX Alarm December 2009 - March 2011
ADS Security March 2001 - November 2009
SecurityLink from Ameritech November 2000 - March 2001
Siemens Industry US October 1999 - November 2000
Scott Alarm March 1996 - October 1999
Beneficial Financial Group January 1996 - March 1996
MetLife January 1995 - January 1996
Skills
Management, Leadership, Sales Management, Training, Sales, Security, Account Management, Networking, Project Planning, Project Management, Sales Operations, Direct Sales, Marketing, Start-ups, Human Resources, Team Leadership, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Process Improvement, Click Scheduling, Salesforce Training, Strategic Planning, Data Analysis, Inventory Management, Troubleshooting, Workday, Team Building, Salesforce.com
Education
Georgia Consruction Industry Board Low Voltage Course 2011 — 2011
Georgia Low Voltage License, Low Voltage Life Safety Codes, Current
Insurance Business School 2009 — 2011
Georgia Insurance Licensee (Not current), Life, Health, Disability Insurance
Augusta State University 1998 — 2001
Business Management/Marketing
University or Maryland, Vicenza, Italy 1991 — 1993
Business Administration and Management, General
Noncommissioned Officer Leadership Course, Ft Gordon, Ga. 1991 — 1991
Graduated, Military and Strategic Leadership
Southwestern State University of Louisiana, Ft. Polk, La. 1988 — 1990
Business Administration and Management, General
Primary Leadership Non Commisioned Officer Course, Ft. Polk, La. 1987 — 1987
Graduated, Organizational Leadership
Madison Area Technical College, Madison, WI. 1983 — 1985
Hotel/Restaurant Management
Turner High School, Portage WI. 1979 — 1982
Graduated
Sun Choi's Beneficial Financial Group Experience August 2010 - December 2010
Job Senior Associate Payments Strategy
Industry Investment Banking
Experience
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
Aaron Cardinet Aaron Cardinet's Beneficial Financial Group Experience January 2010 - April 2010
Job Internal Audit Senior at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
EY July 2013 - January 2015
Ernst & Young July 2011 - July 2013
Merrill Financial Associates April 2010 - June 2011
Beneficial Financial Group January 2010 - April 2010
Hewlett-Packard May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints August 2006 - August 2008
Applied Engineering & Geology, Inc August 2004 - December 2005
Aim Mail Center August 2003 - September 2005
Skills
Risk Management, Management, Data Analysis, CCAR, Financial Risk..., Project Management, Vendor Management, Training, Data Assessment, Financial Risk, Gap Analysis, Internal Audit, Finance, Bloomberg, AutoCAD, Volunteering, Internal Controls, Financial Services, Consulting, Process Improvement, Photoshop, Business Process..., Analysis, Investments, Sarbanes-Oxley Act, Business Analysis, Bloomberg Terminal, Visio, Management Consulting, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Enterprise Risk...
Education
Brigham Young University 2008 — 2011
Bachelor of Science, Business Management: Finance emphasis
First Republic Bank January 2015 - Present
EY July 2013 - January 2015
Ernst & Young July 2011 - July 2013
Merrill Financial Associates April 2010 - June 2011
Beneficial Financial Group January 2010 - April 2010
Hewlett-Packard May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints August 2006 - August 2008
Applied Engineering & Geology, Inc August 2004 - December 2005
Aim Mail Center August 2003 - September 2005
Skills
Risk Management, Management, Data Analysis, CCAR, Financial Risk..., Project Management, Vendor Management, Training, Data Assessment, Financial Risk, Gap Analysis, Internal Audit, Finance, Bloomberg, AutoCAD, Volunteering, Internal Controls, Financial Services, Consulting, Process Improvement, Photoshop, Business Process..., Analysis, Investments, Sarbanes-Oxley Act, Business Analysis, Bloomberg Terminal, Visio, Management Consulting, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Enterprise Risk...
Education
Brigham Young University 2008 — 2011
Bachelor of Science, Business Management: Finance emphasis
Colton Burr Colton Burr's Beneficial Financial Group Experience April 2013 - April 2014
Job Fund Manager at Vivint Solar
Industry Capital Markets
Experience
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Benjamin Sain Benjamin Sain's Beneficial Financial Group Experience January 2011 - April 2011
Job Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors April 2013 - Present
Global Financial Advisors January 2011 - August 2013
Westwood Global Investments January 2012 - March 2012
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64
Wasatch Advisors April 2013 - Present
Global Financial Advisors January 2011 - August 2013
Westwood Global Investments January 2012 - March 2012
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64
Brooke Williams Brooke Williams's Beneficial Financial Group Experience January 2010 - April 2010
Job Certified Vocal Instructor
Industry Music
Experience
Brooke Williams Vocal Studio August 2006 - Present
BRFE, PLC & Moneywise Bookkeeping September 2013 - August 2014
Quanzhou Julong Foreign Language School February 2013 - June 2013
L&B Business Sysytems September 2011 - January 2013
CG/LA Infrastructure, LLC September 2010 - April 2011
The World Bank July 2010 - August 2010
U.S. Department of Commerce April 2010 - August 2010
Beneficial Financial Group January 2010 - April 2010
Skills
Forecasting, Strategic Financial..., Small Business, Business, Leadership Development, Singing, Piano Playing, Choral Conducting, Vocal Instruction, Vocal Coaching, Teaching English as a..., English language skills, Microsoft Excel, PowerPoint, Public Speaking, Business Development, Management
Education
Brigham Young University 2006 — 2010
Bachelor of Science (BS), Business Management: Emphasis Finance, with a Minor in Music
Brooke Williams Vocal Studio August 2006 - Present
BRFE, PLC & Moneywise Bookkeeping September 2013 - August 2014
Quanzhou Julong Foreign Language School February 2013 - June 2013
L&B Business Sysytems September 2011 - January 2013
CG/LA Infrastructure, LLC September 2010 - April 2011
The World Bank July 2010 - August 2010
U.S. Department of Commerce April 2010 - August 2010
Beneficial Financial Group January 2010 - April 2010
Skills
Forecasting, Strategic Financial..., Small Business, Business, Leadership Development, Singing, Piano Playing, Choral Conducting, Vocal Instruction, Vocal Coaching, Teaching English as a..., English language skills, Microsoft Excel, PowerPoint, Public Speaking, Business Development, Management
Education
Brigham Young University 2006 — 2010
Bachelor of Science (BS), Business Management: Emphasis Finance, with a Minor in Music
Cathy (Durdin) Willenborg, SPHR Cathy (Durdin) Willenborg, SPHR's Beneficial Financial Group Experience 1999 - 2003
Job Director of Human Resources for Petro Harvester Oil & Gas
Industry Oil & Energy
Experience
Petro Harvester Oil & Gas 2012 - Present
NCH - Plumbing Products Division January 2009 - April 2012
Crosstex Energy February 2005 - January 2009
Chubb 2003 - 2005
Beneficial Financial Group 1999 - 2003
PageNet 1995 - 1999
Skills
Human Resources, Performance Management, Talent Management, Recruiting, Employee Relations, Succession Planning, Organizational..., SPHR, Training, PeopleSoft, HRIS, Deferred Compensation, Workforce Planning, College Recruiting, Program Management, Staff Development, Talent Acquisition, Personnel Management, Management, Organizational..., Applicant Tracking..., Vendor Management, Leadership, Mergers & Acquisitions, Benefits Administration, Change Management
Education
University of Phoenix 2000 — 2002
MA, Organizational Management
Baylor University - Hankamer School of Business 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Port Neches Groves High School
Petro Harvester Oil & Gas 2012 - Present
NCH - Plumbing Products Division January 2009 - April 2012
Crosstex Energy February 2005 - January 2009
Chubb 2003 - 2005
Beneficial Financial Group 1999 - 2003
PageNet 1995 - 1999
Skills
Human Resources, Performance Management, Talent Management, Recruiting, Employee Relations, Succession Planning, Organizational..., SPHR, Training, PeopleSoft, HRIS, Deferred Compensation, Workforce Planning, College Recruiting, Program Management, Staff Development, Talent Acquisition, Personnel Management, Management, Organizational..., Applicant Tracking..., Vendor Management, Leadership, Mergers & Acquisitions, Benefits Administration, Change Management
Education
University of Phoenix 2000 — 2002
MA, Organizational Management
Baylor University - Hankamer School of Business 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Port Neches Groves High School
Daren Phillipy Daren Phillipy's Beneficial Financial Group Experience September 2003 - September 2005
Job CEO/Team Leader at Keller Williams Realty the Marketplace
Industry Real Estate
Experience
Keller Williams Realty the Marketplace September 2012 - Present
Phillipy Consulting February 2011 - Present
LandAmerica April 2006 - January 2011
Beneficial Financial Group September 2003 - September 2005
The MONY Group June 2000 - September 2003
Northridge Media October 1998 - May 2000
LDS Church May 1993 - May 1995
Education
Brigham Young University 1998 — 2000
B.A., Communications, Business
Ricks College 1995 — 1997
Associated Degree, Arts and Sciences
Keller Williams Realty the Marketplace September 2012 - Present
Phillipy Consulting February 2011 - Present
LandAmerica April 2006 - January 2011
Beneficial Financial Group September 2003 - September 2005
The MONY Group June 2000 - September 2003
Northridge Media October 1998 - May 2000
LDS Church May 1993 - May 1995
Education
Brigham Young University 1998 — 2000
B.A., Communications, Business
Ricks College 1995 — 1997
Associated Degree, Arts and Sciences
Daniel Boster, CFP® Daniel Boster, CFP®'s Beneficial Financial Group Experience October 2003 - September 2009
Job Marketing Investment Advisor at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems May 2015 - Present
Utah Retirement Systems October 2013 - May 2015
Utah Retirement Systems April 2012 - October 2013
Prepared Heritage, Inc. September 2009 - October 2012
Beneficial Financial Group October 2003 - September 2009
Woodland Prescott May 2001 - October 2003
Dillards June 2000 - January 2001
Skills
Annuities, Mutual Funds, IRA's, ETFs, Fixed Annuities, Finance, IRAs, Insurance, Securities, FINRA, Sales, Investment Strategies, Risk Management
Education
Brigham Young University 1995 — 2002
Bachelor of Science, Business/Finance
Utah Retirement Systems May 2015 - Present
Utah Retirement Systems October 2013 - May 2015
Utah Retirement Systems April 2012 - October 2013
Prepared Heritage, Inc. September 2009 - October 2012
Beneficial Financial Group October 2003 - September 2009
Woodland Prescott May 2001 - October 2003
Dillards June 2000 - January 2001
Skills
Annuities, Mutual Funds, IRA's, ETFs, Fixed Annuities, Finance, IRAs, Insurance, Securities, FINRA, Sales, Investment Strategies, Risk Management
Education
Brigham Young University 1995 — 2002
Bachelor of Science, Business/Finance
David Higbee Smith's Beneficial Financial Group Experience January 2001 - January 2003
Job EHR Director at TotalMD/Dentimax
Industry Hospital & Health Care
Experience
Dentimax March 2014 - Present
HealthInsight October 2012 - March 2014
HealthInsight February 2010 - March 2014
eFileCabinet August 2008 - August 2009
Visionary Medical Systems July 2007 - August 2008
ChartLogic, Inc. 2005 - 2006
AltaPoint 2003 - 2005
Beneficial Financial Group January 2001 - January 2003
Lytec 1997 - 2001
The Church of Jesus Christ of Latter-Day Saints January 1992 - December 1993
Skills
Promotion, EHR, Leadership, Project Management, Healthcare Information..., Healthcare, Marketing, Training, Management, Strategy, Strategic Planning, Process Improvement, Team Building, CRM, Product Management, Sales Management, EMR, Sales, Practice Management, Managed Care, Software Documentation, Selling, HIPAA, Marketing Strategy, Negotiation, Budgets, Informatics, Marketing Management, Salesforce.com, Healthcare Consulting, Health Information..., Healthcare Industry, HL7, Quality Improvement, Operations Management, Business Development, Public Relations, Sales Process, SaaS, Accounting, Technical Writing
Education
Westminster: Bill and Vieve Gore School of Business 1998 — 2004
MBA, Business, Marketing
Brigham Young University 1993 — 1997
BA, English
West Jordan High School 1989 — 1991
Diploma, General Studies
Dentimax March 2014 - Present
HealthInsight October 2012 - March 2014
HealthInsight February 2010 - March 2014
eFileCabinet August 2008 - August 2009
Visionary Medical Systems July 2007 - August 2008
ChartLogic, Inc. 2005 - 2006
AltaPoint 2003 - 2005
Beneficial Financial Group January 2001 - January 2003
Lytec 1997 - 2001
The Church of Jesus Christ of Latter-Day Saints January 1992 - December 1993
Skills
Promotion, EHR, Leadership, Project Management, Healthcare Information..., Healthcare, Marketing, Training, Management, Strategy, Strategic Planning, Process Improvement, Team Building, CRM, Product Management, Sales Management, EMR, Sales, Practice Management, Managed Care, Software Documentation, Selling, HIPAA, Marketing Strategy, Negotiation, Budgets, Informatics, Marketing Management, Salesforce.com, Healthcare Consulting, Health Information..., Healthcare Industry, HL7, Quality Improvement, Operations Management, Business Development, Public Relations, Sales Process, SaaS, Accounting, Technical Writing
Education
Westminster: Bill and Vieve Gore School of Business 1998 — 2004
MBA, Business, Marketing
Brigham Young University 1993 — 1997
BA, English
West Jordan High School 1989 — 1991
Diploma, General Studies
David W. Tate David W. Tate's Beneficial Financial Group Experience August 2003 - August 2009
Job Financial Advisor at Financial Insight Center
Industry Investment Management
Experience
Financial Insight Center October 2011 - Present
Links Consulting Group August 2009 - September 2011
Beneficial Financial Group August 2003 - August 2009
Sovereign Financial Group July 2001 - August 2003
The MONY Group 1996 - 2001
Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning
Education
Brigham Young University 1988 — 1995
Bachelor's Degree, Accounting
University of Utah
Olympus High School
Financial Insight Center October 2011 - Present
Links Consulting Group August 2009 - September 2011
Beneficial Financial Group August 2003 - August 2009
Sovereign Financial Group July 2001 - August 2003
The MONY Group 1996 - 2001
Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning
Education
Brigham Young University 1988 — 1995
Bachelor's Degree, Accounting
University of Utah
Olympus High School
Michael K. Babcock, CFP® Michael K. Babcock, CFP®'s Beneficial Financial Group Experience 2006 - 2006
Job Family Man, Financial Planner, Scout Leader
Industry Financial Services
Experience
Howard Financial Services, Ltd. July 2013 - July 2014
Spinnaker Financial Advisors, LLC April 2011 - June 2013
Idaho Medical Association Financial Services October 2006 - May 2008
Beneficial Financial Group 2006 - 2006
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Investments, Asset Managment, Wealth Management, Portfolio Management, 401k, Financial Advisory, Personal Finance, Securities, Fixed Annuities, Mutual Funds, Insurance, Risk Management, Financial Planners
Education
College for Financial Planning 2008 — 2010
Master's, Personal Financial Planning
Brigham Young University 2003 — 2006
B.S., Management, Personal Finance, Organizational Behavior, Family Science
Howard Financial Services, Ltd. July 2013 - July 2014
Spinnaker Financial Advisors, LLC April 2011 - June 2013
Idaho Medical Association Financial Services October 2006 - May 2008
Beneficial Financial Group 2006 - 2006
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Investments, Asset Managment, Wealth Management, Portfolio Management, 401k, Financial Advisory, Personal Finance, Securities, Fixed Annuities, Mutual Funds, Insurance, Risk Management, Financial Planners
Education
College for Financial Planning 2008 — 2010
Master's, Personal Financial Planning
Brigham Young University 2003 — 2006
B.S., Management, Personal Finance, Organizational Behavior, Family Science
Daniel Farrimond Daniel Farrimond's Beneficial Financial Group Experience September 2011 - December 2011
Job Healthcare Consultant at Accretive Health
Industry Hospital & Health Care
Experience
Accretive Health January 2013 - Present
VisitFloridaSoon August 2010 - Present
HN Capital April 2012 - August 2012
Brigham Young University February 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
IndustryPro April 2011 - August 2011
Skills
Microsoft Excel, Finance, Spanish, PowerPoint, Bloomberg, Microsoft Word, Investment Banking, Financial Analysis, Excel, Word, Private Equity, Photoshop, Dreamweaver, Capital IQ, Marketing, Microsoft Office, Strategic Planning, Budgets, Customer Service, Entrepreneurship, Data Analysis, Financial Modeling, Analysis, Access, Business Valuation, Project Management, Microsoft SQL Server, Tableau, Ad Hoc Reporting, Client Relations, Management Consulting, Healthcare Consulting, Healthcare Information..., Healthcare Analytics, Marketing Strategy, Financial Accounting, Business Relationship..., SaaS, AS400 Administration, Windows Sharepoint..., CRM, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Team Building, Team Management, Visio, IT Project & Program..., Manage client...
Education
Brigham Young University 2009 — 2012
Bachelors of Science, Business Finance
Accretive Health January 2013 - Present
VisitFloridaSoon August 2010 - Present
HN Capital April 2012 - August 2012
Brigham Young University February 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
IndustryPro April 2011 - August 2011
Skills
Microsoft Excel, Finance, Spanish, PowerPoint, Bloomberg, Microsoft Word, Investment Banking, Financial Analysis, Excel, Word, Private Equity, Photoshop, Dreamweaver, Capital IQ, Marketing, Microsoft Office, Strategic Planning, Budgets, Customer Service, Entrepreneurship, Data Analysis, Financial Modeling, Analysis, Access, Business Valuation, Project Management, Microsoft SQL Server, Tableau, Ad Hoc Reporting, Client Relations, Management Consulting, Healthcare Consulting, Healthcare Information..., Healthcare Analytics, Marketing Strategy, Financial Accounting, Business Relationship..., SaaS, AS400 Administration, Windows Sharepoint..., CRM, Business Strategy, Business Analysis, Business Intelligence, Business Process..., Team Building, Team Management, Visio, IT Project & Program..., Manage client...
Education
Brigham Young University 2009 — 2012
Bachelors of Science, Business Finance
Wally Taylor Wally Taylor's Beneficial Financial Group Experience March 2007 - December 2009
Job Chief Marketing Officer at Management Research Services
Industry Insurance
Experience
Management Research Services September 2009 - Present
Beneficial Financial Group March 2007 - December 2009
Sentry Life Insurance Company May 1999 - February 2007
Sentry Equity Services, Inc. May 1999 - February 2007
Guarantee Life Insurance Company May 1994 - May 1999
Sunset Life Insurance Company October 1985 - May 1994
Farmers New World Life October 1981 - October 1985
Education
Brigham Young University 1973 — 1978
Clearfield High School 1970 — 1973
HS Degree
Management Research Services September 2009 - Present
Beneficial Financial Group March 2007 - December 2009
Sentry Life Insurance Company May 1999 - February 2007
Sentry Equity Services, Inc. May 1999 - February 2007
Guarantee Life Insurance Company May 1994 - May 1999
Sunset Life Insurance Company October 1985 - May 1994
Farmers New World Life October 1981 - October 1985
Education
Brigham Young University 1973 — 1978
Clearfield High School 1970 — 1973
HS Degree
Brian McLaws Brian McLaws's Beneficial Financial Group Experience January 2000 - Present
Job IT Support Analyst at Beneficial Financial Group/Deseret Management Corp.
Industry Information Technology and Services
Experience
Beneficial Financial Group January 2000 - Present
Beneficial Financial Group 2000 - 2009
Education
Brigham Young University 1990 — 1994
BS
Beneficial Financial Group January 2000 - Present
Beneficial Financial Group 2000 - 2009
Education
Brigham Young University 1990 — 1994
BS
Dustin Parkinson Dustin Parkinson's Beneficial Financial Group Experience August 2012 - April 2013
Job Associate Technical Account Manager at Domo, Inc.
Industry Information Technology and Services
Experience
Domo, Inc. August 2015 - Present
24 Hour Fitness January 2015 - July 2015
Amazon July 2013 - November 2014
Beneficial Financial Group August 2012 - April 2013
Marriott School Undergraduate Advisement Center April 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Business Analysis, Analytics, Microsoft Word, Financial Analysis, Data Analysis, Project Management, Product Management, Team Leadership, SQL, Leadership, Account Management
Education
Brigham Young University 2009 — 2013
Business Management, Finance, 3.67
Domo, Inc. August 2015 - Present
24 Hour Fitness January 2015 - July 2015
Amazon July 2013 - November 2014
Beneficial Financial Group August 2012 - April 2013
Marriott School Undergraduate Advisement Center April 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Business Analysis, Analytics, Microsoft Word, Financial Analysis, Data Analysis, Project Management, Product Management, Team Leadership, SQL, Leadership, Account Management
Education
Brigham Young University 2009 — 2013
Business Management, Finance, 3.67
Graham Hickman Graham Hickman's Beneficial Financial Group Experience September 2015 - Present
Job Corporate Bond Intern
Industry Investment Management
Experience
Beneficial Financial Group September 2015 - Present
Ladenburg Thalmann May 2015 - August 2015
Battery Ventures January 2015 - April 2015
Brigham Young University September 2013 - April 2015
Brigham Young University October 2014 - December 2014
Dodge & Cox May 2014 - August 2014
BYU Radio June 2013 - April 2014
Core Enterprises, Inc. May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints February 2010 - December 2011
Skills
Ballroom Dance, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Research, Teaching, Microsoft Office, Social Media, Customer Service, Economics, Management, Theatre, Finance, People Skills
Education
Brigham Young University 2008 — 2015
BA, Economics, 3.92/4.0 GPA
Beneficial Financial Group September 2015 - Present
Ladenburg Thalmann May 2015 - August 2015
Battery Ventures January 2015 - April 2015
Brigham Young University September 2013 - April 2015
Brigham Young University October 2014 - December 2014
Dodge & Cox May 2014 - August 2014
BYU Radio June 2013 - April 2014
Core Enterprises, Inc. May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints February 2010 - December 2011
Skills
Ballroom Dance, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Leadership, Research, Teaching, Microsoft Office, Social Media, Customer Service, Economics, Management, Theatre, Finance, People Skills
Education
Brigham Young University 2008 — 2015
BA, Economics, 3.92/4.0 GPA
Matt Katzenbach Matt Katzenbach's Beneficial Financial Group Experience August 2010 - December 2010
Job Entrepreneurship Program Director / Startup and Innovation Consultant / Edupreneur
Industry Higher Education
Experience
The Deer Valley Institute June 2014 - Present
University of Utah - Eccles School of Business June 2013 - Present
PIMCO June 2012 - August 2012
Quantum Reservoir Impact (QRI) June 2011 - October 2011
Beneficial Financial Group August 2010 - December 2010
EDMC June 2010 - August 2010
Newporttrends LLC November 2004 - May 2007
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Business Strategy, Marketing Strategy, Investment Management, Higher Education, Fixed Income, Team Management, Product Management, Entrepreneurship..., Social Entrepreneurship, Strategic Leadership, Instructional Design, Startup Development, Early-stage Startups, Strategic Consulting, Educational Consulting
Education
Brigham Young University, Marriott School of Management 2010 — 2013
Bachelor of Science, Business Management, Finance Emphasis; Spanish Minor
Arizona State University
The Deer Valley Institute June 2014 - Present
University of Utah - Eccles School of Business June 2013 - Present
PIMCO June 2012 - August 2012
Quantum Reservoir Impact (QRI) June 2011 - October 2011
Beneficial Financial Group August 2010 - December 2010
EDMC June 2010 - August 2010
Newporttrends LLC November 2004 - May 2007
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Business Strategy, Marketing Strategy, Investment Management, Higher Education, Fixed Income, Team Management, Product Management, Entrepreneurship..., Social Entrepreneurship, Strategic Leadership, Instructional Design, Startup Development, Early-stage Startups, Strategic Consulting, Educational Consulting
Education
Brigham Young University, Marriott School of Management 2010 — 2013
Bachelor of Science, Business Management, Finance Emphasis; Spanish Minor
Arizona State University
Collin Robinson Collin Robinson's Beneficial Financial Group Experience August 2010 - December 2011
Job Credit Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2012 - Present
Global Financial Advisors September 2011 - December 2011
Beneficial Financial Group August 2010 - December 2011
DFP Advisors May 2011 - August 2011
Flathead Equity Partners May 2010 - December 2010
Skills
Portfolio Management, Analysis, Finance, Financial Analysis, Microsoft Excel, Equities, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg
Education
Brigham Young University 2009 — 2011
Bachelor of Science, Business Management; Finance
University of Utah 2006 — 2009
Goldman Sachs January 2012 - Present
Global Financial Advisors September 2011 - December 2011
Beneficial Financial Group August 2010 - December 2011
DFP Advisors May 2011 - August 2011
Flathead Equity Partners May 2010 - December 2010
Skills
Portfolio Management, Analysis, Finance, Financial Analysis, Microsoft Excel, Equities, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg
Education
Brigham Young University 2009 — 2011
Bachelor of Science, Business Management; Finance
University of Utah 2006 — 2009
Andrew Perkinson's Beneficial Financial Group Experience September 2013 - December 2013
Job Investment Banking Analyst Intern at Columbia West Capital
Industry Financial Services
Experience
Columbia West Capital May 2015 - August 2015
Peak Capital Partners September 2014 - April 2015
My Fast PC June 2014 - August 2014
Clarke Capital Partners May 2014 - August 2014
Bountiful Technologies Co. Ltd. January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Customer Support, Golf, Sports, Spanish-speaking, Brazilian Portuguese, Public Speaking, Accounting, SQL, CSS, Microsoft Excel, HTML, VBA, Commercial Real Estate, Business Development, Underwriting, Microsoft Word, Sales, PowerPoint
Education
Brigham Young University 2010 — 2016
Banking and Financial Support Services, Sophomore
Columbia West Capital May 2015 - August 2015
Peak Capital Partners September 2014 - April 2015
My Fast PC June 2014 - August 2014
Clarke Capital Partners May 2014 - August 2014
Bountiful Technologies Co. Ltd. January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Customer Support, Golf, Sports, Spanish-speaking, Brazilian Portuguese, Public Speaking, Accounting, SQL, CSS, Microsoft Excel, HTML, VBA, Commercial Real Estate, Business Development, Underwriting, Microsoft Word, Sales, PowerPoint
Education
Brigham Young University 2010 — 2016
Banking and Financial Support Services, Sophomore
Austin White Austin White's Beneficial Financial Group Experience January 2014 - April 2014
Job Financial Planning & Analysis Intern at Globe Telecom
Industry Music
Experience
Globe Telecom June 2015 - August 2015
A. Schulman, Inc. January 2015 - April 2015
Vantage Marketing September 2013 - August 2014
Beneficial Financial Group January 2014 - April 2014
Spotify September 2013 - February 2014
Vantage Marketing May 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints October 2010 - November 2012
The Village Market November 2007 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Teamwork, Public Speaking, Spanish, New Business Development, Social Networking
Education
Brigham Young University 2013 — 2015
Bachelor of Science, Finance
Brigham Young University-Idaho 2009 — 2013
Wilton High School 2005 — 2009
Globe Telecom June 2015 - August 2015
A. Schulman, Inc. January 2015 - April 2015
Vantage Marketing September 2013 - August 2014
Beneficial Financial Group January 2014 - April 2014
Spotify September 2013 - February 2014
Vantage Marketing May 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints October 2010 - November 2012
The Village Market November 2007 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Teamwork, Public Speaking, Spanish, New Business Development, Social Networking
Education
Brigham Young University 2013 — 2015
Bachelor of Science, Finance
Brigham Young University-Idaho 2009 — 2013
Wilton High School 2005 — 2009
Ronell Hugh Ronell Hugh's Beneficial Financial Group Experience January 2009 - April 2009
Job Global Product Manager, Xbox Games
Industry Computer Games
Experience
Red Fox Clan June 2015 - Present
Microsoft February 2015 - Present
Microsoft December 2013 - February 2015
Microsoft October 2012 - November 2013
Walmart May 2012 - October 2012
Walmart July 2010 - May 2012
Brigham Young University - Marriott School of Management August 2008 - April 2010
Adobe Systems May 2009 - July 2009
Beneficial Financial Group January 2009 - April 2009
Hewlett-Packard May 2006 - August 2008
Skills
Product Marketing, Marketing Strategy, Business Strategy, Strategic Communications, Marketing Communications, Online Marketing, Public Relations, Change Management, Vendor Management, Agency Relations, Customer Relations, Media Relations, Mentoring, Social Media Marketing, Marketing Management, Digital Marketing, New Business Development, Small Business, Sales Management, Direct Sales, Event Planning, Event Management, Event Marketing, Cross-functional Team..., Matrix Management, Media Production, Video Games, Promotions, Channel Management, Channel Partners, Channel Marketing, VARs, Solution Selling, Budget Management, Multi-channel Marketing, Customer Service, Budgets, Sales, Leadership, Business Development, Strategic Planning, Training, Retail, Brand Management, Strategic Partnerships, Go-to-market Strategy, Online Advertising, Management, Integrated Marketing, Press Releases
Education
Brigham Young University - Marriott School of Management 2008 — 2010
Master of Business Administration, Marketing, Strategy & Entrepreneurship
Brigham Young University 2002 — 2004
Communications, Public Relations
Brigham Young University - Idaho 2000 — 2002
Associates, Arts and Sciences
Southern Virginia University 1997 — 1998
Generals
Red Fox Clan June 2015 - Present
Microsoft February 2015 - Present
Microsoft December 2013 - February 2015
Microsoft October 2012 - November 2013
Walmart May 2012 - October 2012
Walmart July 2010 - May 2012
Brigham Young University - Marriott School of Management August 2008 - April 2010
Adobe Systems May 2009 - July 2009
Beneficial Financial Group January 2009 - April 2009
Hewlett-Packard May 2006 - August 2008
Skills
Product Marketing, Marketing Strategy, Business Strategy, Strategic Communications, Marketing Communications, Online Marketing, Public Relations, Change Management, Vendor Management, Agency Relations, Customer Relations, Media Relations, Mentoring, Social Media Marketing, Marketing Management, Digital Marketing, New Business Development, Small Business, Sales Management, Direct Sales, Event Planning, Event Management, Event Marketing, Cross-functional Team..., Matrix Management, Media Production, Video Games, Promotions, Channel Management, Channel Partners, Channel Marketing, VARs, Solution Selling, Budget Management, Multi-channel Marketing, Customer Service, Budgets, Sales, Leadership, Business Development, Strategic Planning, Training, Retail, Brand Management, Strategic Partnerships, Go-to-market Strategy, Online Advertising, Management, Integrated Marketing, Press Releases
Education
Brigham Young University - Marriott School of Management 2008 — 2010
Master of Business Administration, Marketing, Strategy & Entrepreneurship
Brigham Young University 2002 — 2004
Communications, Public Relations
Brigham Young University - Idaho 2000 — 2002
Associates, Arts and Sciences
Southern Virginia University 1997 — 1998
Generals
Kimberle Miller Kimberle Miller's Beneficial Financial Group Experience June 2001 - March 2002
Job Category Manager at Palmer Food Services
Industry Food & Beverages
Experience
Palmer Food Services April 2003 - Present
Kitchen & Bath Expressions March 2002 - April 2003
Beneficial Financial Group June 2001 - March 2002
Owner operator of Serenity Bed & Breakfast May 1997 - May 2001
Eastman Kodak Company April 1980 - May 1998
Skills
Microsoft Office, Management, Microsoft Word, Research, Sales, Leadership, Training, Negotiation, Purchasing Negotiation, Purchasing, Inventory Management, Teamwork, Forecasting, Marketing Strategy, Project Management, Analysis, Microsoft Excel, Marketing, New Business Development
Education
Alfred State College - SUNY College of Technology
Associate's degree, Communication and Media Studies
Palmer Food Services April 2003 - Present
Kitchen & Bath Expressions March 2002 - April 2003
Beneficial Financial Group June 2001 - March 2002
Owner operator of Serenity Bed & Breakfast May 1997 - May 2001
Eastman Kodak Company April 1980 - May 1998
Skills
Microsoft Office, Management, Microsoft Word, Research, Sales, Leadership, Training, Negotiation, Purchasing Negotiation, Purchasing, Inventory Management, Teamwork, Forecasting, Marketing Strategy, Project Management, Analysis, Microsoft Excel, Marketing, New Business Development
Education
Alfred State College - SUNY College of Technology
Associate's degree, Communication and Media Studies
Tony Hsieh Tony Hsieh's Beneficial Financial Group Experience September 2014 - December 2014
Job Investment Banking Summer Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. May 2015 - Present
Crewe Capital January 2015 - May 2015
Accretive Capital Management January 2015 - May 2015
Linsalata Capital Partners January 2015 - May 2015
Highcrest Management Group January 2015 - May 2015
MIT Sloan School of Management October 2014 - December 2014
Beneficial Financial Group September 2014 - December 2014
Personal Economics LLC January 2012 - May 2012
Skills
Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Research, Investments, Mandarin, Microsoft Office, PowerPoint, Microsoft Word, Excel, Analysis, Team Leadership, English, Social Media Marketing, Traditional Chinese..., Chinese, Marketing Strategy, Data Analysis, Investment Banking
Education
Brigham Young University
Bachelor’s Degree, Accounting, 3.9 / 4.0
B. Riley & Co. May 2015 - Present
Crewe Capital January 2015 - May 2015
Accretive Capital Management January 2015 - May 2015
Linsalata Capital Partners January 2015 - May 2015
Highcrest Management Group January 2015 - May 2015
MIT Sloan School of Management October 2014 - December 2014
Beneficial Financial Group September 2014 - December 2014
Personal Economics LLC January 2012 - May 2012
Skills
Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Research, Investments, Mandarin, Microsoft Office, PowerPoint, Microsoft Word, Excel, Analysis, Team Leadership, English, Social Media Marketing, Traditional Chinese..., Chinese, Marketing Strategy, Data Analysis, Investment Banking
Education
Brigham Young University
Bachelor’s Degree, Accounting, 3.9 / 4.0
Benjamin Ricks's Beneficial Financial Group Experience January 2010 - April 2010
Job MBA Candidate at UNC KenanFlagler Business School
Industry Higher Education
Experience
UNC Kenan-Flagler Business School July 2015 - Present
Vintage Advisors January 2015 - August 2015
BNC Corporate Finance Advisors August 2014 - December 2014
Bank of North Carolina July 2012 - August 2014
Royal Bank of Scotland Group September 2010 - July 2012
Aramark - Lake Powell Resorts and Marinas May 2010 - July 2010
Beneficial Financial Group January 2010 - April 2010
Keysource Commercial Bank June 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Leadership, Valuation, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Forecasting, Management, Finance, Marketing, PowerPoint, Spanish, Microsoft Office, Debt & Equity Capital..., Investment Banking, Networking, Public Speaking, Due Diligence, Private Placements
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA), Strategy
Brigham Young University 2005 — 2011
Business Administration and Management, Finance
UNC Kenan-Flagler Business School July 2015 - Present
Vintage Advisors January 2015 - August 2015
BNC Corporate Finance Advisors August 2014 - December 2014
Bank of North Carolina July 2012 - August 2014
Royal Bank of Scotland Group September 2010 - July 2012
Aramark - Lake Powell Resorts and Marinas May 2010 - July 2010
Beneficial Financial Group January 2010 - April 2010
Keysource Commercial Bank June 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Leadership, Valuation, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Forecasting, Management, Finance, Marketing, PowerPoint, Spanish, Microsoft Office, Debt & Equity Capital..., Investment Banking, Networking, Public Speaking, Due Diligence, Private Placements
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA), Strategy
Brigham Young University 2005 — 2011
Business Administration and Management, Finance
Robert Reay's Beneficial Financial Group Experience September 2014 - December 2014
Job Administrative Assistant at RedStone Advisors, LLC
Industry Financial Services
Experience
RedStone Advisors, LLC January 2015 - Present
Beneficial Financial Group September 2014 - December 2014
U.S. Department of the Treasury May 2014 - August 2014
Nu Skin Enterprises, BYU Supply Chain Project February 2014 - March 2014
Nicaragua North Mission October 2012 - October 2013
Education
Brigham Young University 2011 — 2015
Bachelor’s Degree, Finance
RedStone Advisors, LLC January 2015 - Present
Beneficial Financial Group September 2014 - December 2014
U.S. Department of the Treasury May 2014 - August 2014
Nu Skin Enterprises, BYU Supply Chain Project February 2014 - March 2014
Nicaragua North Mission October 2012 - October 2013
Education
Brigham Young University 2011 — 2015
Bachelor’s Degree, Finance
Tra Vu Tra Vu's Beneficial Financial Group Experience August 2011 - April 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
Financial Accounting Standards Board (FASB) May 2013 - August 2013
Brigham Young University August 2011 - April 2013
PwC June 2012 - August 2012
Beneficial Financial Group August 2011 - April 2012
Kreston International April 2011 - June 2011
Multicultural Students Services December 2010 - April 2011
Asian & Near Eastern Language Department September 2009 - April 2010
Skills
Excel, Access, Word, PowerPoint, Photoshop, Chinese, Bloomberg, GoSystems, Tax, Financial Modeling, Microsoft Excel, Accounting, GAAP, Microsoft Word, Financial Analysis, Financial Accounting, Financial Reporting, Data Analysis, Economics, US GAAP, Income Tax, Tax Research, Corporate Tax, Intex, XBRL
Education
Brigham Young University 2009 — 2013
Master of Accountancy, Tax
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Accounting
Concordia College 2008 — 2009
BS, Business Adminstration
Hopwood Hall College - UK 2006 — 2008
A-level, Economics
PwC September 2013 - Present
Financial Accounting Standards Board (FASB) May 2013 - August 2013
Brigham Young University August 2011 - April 2013
PwC June 2012 - August 2012
Beneficial Financial Group August 2011 - April 2012
Kreston International April 2011 - June 2011
Multicultural Students Services December 2010 - April 2011
Asian & Near Eastern Language Department September 2009 - April 2010
Skills
Excel, Access, Word, PowerPoint, Photoshop, Chinese, Bloomberg, GoSystems, Tax, Financial Modeling, Microsoft Excel, Accounting, GAAP, Microsoft Word, Financial Analysis, Financial Accounting, Financial Reporting, Data Analysis, Economics, US GAAP, Income Tax, Tax Research, Corporate Tax, Intex, XBRL
Education
Brigham Young University 2009 — 2013
Master of Accountancy, Tax
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Accounting
Concordia College 2008 — 2009
BS, Business Adminstration
Hopwood Hall College - UK 2006 — 2008
A-level, Economics
Brett Candland Brett Candland's Beneficial Financial Group Experience September 2013 - April 2014
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
University of Utah - Employment August 2015 - Present
University of Utah - Employment August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Bloomberg LP September 2013 - April 2014
Beneficial Financial Group September 2013 - April 2014
Union Bank May 2013 - August 2013
Royal Bank of Scotland January 2013 - May 2013
NorthStar Alarm Services May 2012 - August 2012
Pinnacle Security May 2011 - August 2011
Skills
Modern Standard Arabic, Fixed Income, Economics, Financial Modeling, MBS, SOP 03-3, Microsoft Excel, Bloomberg, Spanish, Sales, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance
Education
Brigham Young University
Bachelor of Arts (BA), History, Emphasis: Middle East, Minor: Business Management
University of Utah - David Eccles School of Business
Master of Science (MS), Finance, 3.89/4.00
Derek Kirkland Derek Kirkland's Beneficial Financial Group Experience September 2009 - December 2009
Job Senior Financial Analyst, Amazon
Industry Retail
Experience
Amazon April 2014 - Present
Walmart June 2012 - April 2014
Walmart June 2010 - June 2012
BYU Global Financial Advisors September 2009 - June 2010
Beneficial Financial Group September 2009 - December 2009
Walmart May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Analysis, Strategy
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Business Management; Finance
Amazon April 2014 - Present
Walmart June 2012 - April 2014
Walmart June 2010 - June 2012
BYU Global Financial Advisors September 2009 - June 2010
Beneficial Financial Group September 2009 - December 2009
Walmart May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Analysis, Strategy
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Business Management; Finance
Sterling Russell, CFA Sterling Russell, CFA's Beneficial Financial Group Experience November 1994 - December 2007
Job Director of Fixed Income, Senior Portfolio Manager at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners April 2015 - Present
KeyBank February 2009 - April 2015
Beneficial Financial Group November 1994 - December 2007
NHS/First Financial Investments May 1993 - October 1994
Morgan Stanley Dean Witter June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc February 1982 - June 1984
Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance
Education
Brigham Young University 1979 — 1981
MS, Economics
Brigham Young University 1975 — 1979
BA, Political Science, Economics
Yellowstone Partners April 2015 - Present
KeyBank February 2009 - April 2015
Beneficial Financial Group November 1994 - December 2007
NHS/First Financial Investments May 1993 - October 1994
Morgan Stanley Dean Witter June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc February 1982 - June 1984
Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance
Education
Brigham Young University 1979 — 1981
MS, Economics
Brigham Young University 1975 — 1979
BA, Political Science, Economics
Abe Niederhauser's Beneficial Financial Group Experience January 2008 - June 2009
Job Online Marketing
Industry Internet
Experience
Freelance August 2009 - Present
Orabrush Inc. January 2010 - June 2015
Beneficial Financial Group January 2008 - June 2009
Mercer May 2007 - August 2007
Skills
Online Marketing..., Online Video Marketing, Statistics, Analytics, Google Adwords, Microsoft Excel, A/B Testing, YouTube Advertising, Data Analysis, Video Advertising, Web Analytics, Social Media, Web Programming, Online Strategy, Actuarial Science, YouTube, Marketing Strategy, Social Media Marketing, A/B testing, Advertising, Marketing
Education
Brigham Young University 2004 — 2008
BA, Economics, Math, Statistics, Business
Society of Actuaries 2008 — 2009
Actuarial Science
Freelance August 2009 - Present
Orabrush Inc. January 2010 - June 2015
Beneficial Financial Group January 2008 - June 2009
Mercer May 2007 - August 2007
Skills
Online Marketing..., Online Video Marketing, Statistics, Analytics, Google Adwords, Microsoft Excel, A/B Testing, YouTube Advertising, Data Analysis, Video Advertising, Web Analytics, Social Media, Web Programming, Online Strategy, Actuarial Science, YouTube, Marketing Strategy, Social Media Marketing, A/B testing, Advertising, Marketing
Education
Brigham Young University 2004 — 2008
BA, Economics, Math, Statistics, Business
Society of Actuaries 2008 — 2009
Actuarial Science
Dow Weston Jones's Beneficial Financial Group Experience January 2014 - December 2014
Job Incoming Investment Banking Analyst at Jefferies
Industry
Experience
Jefferies May 2015 - July 2015
SAE Institute August 2014 - December 2014
Beneficial Financial Group January 2014 - December 2014
Skills
Financial Analysis, Microsoft Excel, Customer Service, Research, Microsoft Word, PowerPoint, Microsoft Office, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Finance, Investment Banking
Jefferies May 2015 - July 2015
SAE Institute August 2014 - December 2014
Beneficial Financial Group January 2014 - December 2014
Skills
Financial Analysis, Microsoft Excel, Customer Service, Research, Microsoft Word, PowerPoint, Microsoft Office, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Modeling
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Finance, Investment Banking
Christopher Calder's Beneficial Financial Group Experience August 2009 - December 2009
Job Associate at EPIC Ventures
Industry Venture Capital & Private Equity
Experience
Adaptive Computing March 2015 - Present
EPIC Ventures January 2015 - Present
Joyent October 2014 - Present
Orchestrate October 2014 - April 2015
EPIC Ventures May 2013 - December 2014
EveryoneSocial – Employee Advocacy Platform May 2010 - May 2013
Beneficial Financial Group August 2009 - December 2009
Investwise Investment and Property Management January 2008 - November 2009
Skills
Venture Capital, Entrepreneurship, Finance, Analytics, Marketing, SaaS, Startups, Due Diligence, Financial Modeling, Python, Web Development, Management, Business Strategy, Data Analysis, Marketing Strategy, Economics, Competitive Analysis, Microsoft Excel, Start-ups, Strategic Partnerships, Django, Git, MySQL, Business Valuation, Early-stage Startups, Product Development, Strategy
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor of Science, Business Management: Finance
Adaptive Computing March 2015 - Present
EPIC Ventures January 2015 - Present
Joyent October 2014 - Present
Orchestrate October 2014 - April 2015
EPIC Ventures May 2013 - December 2014
EveryoneSocial – Employee Advocacy Platform May 2010 - May 2013
Beneficial Financial Group August 2009 - December 2009
Investwise Investment and Property Management January 2008 - November 2009
Skills
Venture Capital, Entrepreneurship, Finance, Analytics, Marketing, SaaS, Startups, Due Diligence, Financial Modeling, Python, Web Development, Management, Business Strategy, Data Analysis, Marketing Strategy, Economics, Competitive Analysis, Microsoft Excel, Start-ups, Strategic Partnerships, Django, Git, MySQL, Business Valuation, Early-stage Startups, Product Development, Strategy
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor of Science, Business Management: Finance
Diana Vance Diana Vance's Beneficial Financial Group Experience September 2009 - December 2011
Job Business Management Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Lloyds Banking Group July 2012 - November 2012
Beneficial Financial September 2011 - December 2011
NewsBank May 2011 - December 2011
Beneficial Financial Group September 2009 - December 2011
Skills
Bloomberg, Morningstar, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Word, VBA, Derivatives, Portfolio Management, Equities, Trading, Fixed Income
Education
Brigham Young University 2009 — 2013
BS, Business Management: Finance
Weddington High School 2005 — 2009
High School Degree
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Lloyds Banking Group July 2012 - November 2012
Beneficial Financial September 2011 - December 2011
NewsBank May 2011 - December 2011
Beneficial Financial Group September 2009 - December 2011
Skills
Bloomberg, Morningstar, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Word, VBA, Derivatives, Portfolio Management, Equities, Trading, Fixed Income
Education
Brigham Young University 2009 — 2013
BS, Business Management: Finance
Weddington High School 2005 — 2009
High School Degree
Aaron Jacob Aaron Jacob's Beneficial Financial Group Experience April 2009 - October 2009
Job Consultant at Chatham Financial
Industry Financial Services
Experience
Chatham Financial July 2013 - Present
Financial Accounting Standards Board July 2012 - July 2013
Connor Group March 2012 - July 2012
KPMG January 2011 - April 2011
Brigham Young University January 2008 - April 2011
Beneficial Financial Group April 2009 - October 2009
The Church of Jesus Christ of Latter-day Saints January 2006 - January 2008
Skills
Financial Accounting, Accounting, Auditing, Financial Reporting, Financial Analysis, Financial Statements, US GAAP, Teaching, SEC filings, Training, Technical Writing, Analysis, Leadership, CPA, Derivatives, Hedging, Risk Management, Capital Markets, Valuation, SEC Filings
Education
Brigham Young University 2008 — 2012
Masters, Accounting
Brigham Young University 2008 — 2011
Bachelors, Accounting
Chatham Financial July 2013 - Present
Financial Accounting Standards Board July 2012 - July 2013
Connor Group March 2012 - July 2012
KPMG January 2011 - April 2011
Brigham Young University January 2008 - April 2011
Beneficial Financial Group April 2009 - October 2009
The Church of Jesus Christ of Latter-day Saints January 2006 - January 2008
Skills
Financial Accounting, Accounting, Auditing, Financial Reporting, Financial Analysis, Financial Statements, US GAAP, Teaching, SEC filings, Training, Technical Writing, Analysis, Leadership, CPA, Derivatives, Hedging, Risk Management, Capital Markets, Valuation, SEC Filings
Education
Brigham Young University 2008 — 2012
Masters, Accounting
Brigham Young University 2008 — 2011
Bachelors, Accounting
Christopher Lloyd Christopher Lloyd's Beneficial Financial Group Experience January 2014 - April 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Accounting
Experience
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Eric Schneck Eric Schneck's Beneficial Financial Group Experience January 2011 - April 2011
Job Sr. Financial Analyst at SC Johnson
Industry Financial Services
Experience
SC Johnson June 2012 - Present
SC Johnson May 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Market Research, PowerPoint, Valuation, Economics, Microsoft Office, Microsoft Word, Competitive Analysis, Research, Investments, Accounting, Analysis, Forecasting, Leadership
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Business Management: Finance
SC Johnson June 2012 - Present
SC Johnson May 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Market Research, PowerPoint, Valuation, Economics, Microsoft Office, Microsoft Word, Competitive Analysis, Research, Investments, Accounting, Analysis, Forecasting, Leadership
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Business Management: Finance
Anuj Pant Anuj Pant's Beneficial Financial Group Experience April 2012 - August 2012
Job Associate FSR at PwC
Industry Accounting
Experience
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
Toshinori Fukui Toshinori Fukui's Beneficial Financial Group Experience January 2012 - April 2012
Job Member, International Team at More Good Foundation
Industry Investment Banking
Experience
Brigham Young University September 2013 - Present
More Good Foundation May 2015 - August 2015
Brigham Young University June 2011 - June 2015
Sudbury Capital Management, LLC August 2013 - December 2013
Brigham Young University September 2010 - December 2013
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints January 2011 - July 2011
Kojima Co., Ltd December 2001 - December 2009
7-Eleven July 2002 - October 2004
Skills
Languages, Japanese, English, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Violin, Viola, Teaching, Swimming, Analysis, Customer Service, Tutoring, PowerPoint, Public Speaking, Windows, Leadership, Research, Sales, Teamwork, Time Management, Statistics, C++, Economics, Stata, Market Research, Editing, Access, Mandarin, Finance, Social Media, Data Analysis, VBA, Bloomberg Terminal, Critical Thinking, Management
Education
University of Houston, C.T. Bauer College of Business 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
Brigham Young University 2007 — 2014
Bachelor's Degree, B.S. in Management - Finance, B.A. in Economics, Minor in Mathematics, 3.8
愛知高校 2001 — 2004
High School
Brigham Young University September 2013 - Present
More Good Foundation May 2015 - August 2015
Brigham Young University June 2011 - June 2015
Sudbury Capital Management, LLC August 2013 - December 2013
Brigham Young University September 2010 - December 2013
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints January 2011 - July 2011
Kojima Co., Ltd December 2001 - December 2009
7-Eleven July 2002 - October 2004
Skills
Languages, Japanese, English, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Violin, Viola, Teaching, Swimming, Analysis, Customer Service, Tutoring, PowerPoint, Public Speaking, Windows, Leadership, Research, Sales, Teamwork, Time Management, Statistics, C++, Economics, Stata, Market Research, Editing, Access, Mandarin, Finance, Social Media, Data Analysis, VBA, Bloomberg Terminal, Critical Thinking, Management
Education
University of Houston, C.T. Bauer College of Business 2015 — 2020
Doctor of Philosophy (Ph.D.), Finance
Brigham Young University 2007 — 2014
Bachelor's Degree, B.S. in Management - Finance, B.A. in Economics, Minor in Mathematics, 3.8
愛知高校 2001 — 2004
High School
David Bennion David Bennion's Beneficial Financial Group Experience January 2009 - April 2009
Job Sales at Dropbox
Industry Internet
Experience
Dropbox December 2013 - Present
Deloitte Consulting June 2013 - December 2013
Deloitte Consulting June 2011 - June 2013
RE/MAX PV EXECS June 2010 - August 2010
Vici Capital Partners August 2009 - April 2010
Sorenson Capital Portfolio Company June 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints October 2005 - October 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Corporate Finance, Economics, Financial Reporting, Accounting, Management Consulting, Due Diligence, Business Valuation, Financial Accounting, Finance
Education
Brigham Young University 2007 — 2011
Bachelor of Science, Accountancy
Dropbox December 2013 - Present
Deloitte Consulting June 2013 - December 2013
Deloitte Consulting June 2011 - June 2013
RE/MAX PV EXECS June 2010 - August 2010
Vici Capital Partners August 2009 - April 2010
Sorenson Capital Portfolio Company June 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints October 2005 - October 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Corporate Finance, Economics, Financial Reporting, Accounting, Management Consulting, Due Diligence, Business Valuation, Financial Accounting, Finance
Education
Brigham Young University 2007 — 2011
Bachelor of Science, Accountancy
Adam Lysenko's Beneficial Financial Group Experience May 2013 - April 2015
Job Analyst at Deseret Mutual
Industry Financial Services
Experience
Deseret Mutual April 2015 - Present
Beneficial Financial Group May 2013 - April 2015
Rhodium Group LLC (RHG) April 2012 - December 2013
U.S. Treasury Department January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - July 2010
Skills
Research, Data Analysis, Economics, Public Speaking, Teamwork, Investments, Fixed Income, Microsoft Excel, VBA, Statistical Tools, Analysis
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (B.A.), Economics, 3.95
Deseret Mutual April 2015 - Present
Beneficial Financial Group May 2013 - April 2015
Rhodium Group LLC (RHG) April 2012 - December 2013
U.S. Treasury Department January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2008 - July 2010
Skills
Research, Data Analysis, Economics, Public Speaking, Teamwork, Investments, Fixed Income, Microsoft Excel, VBA, Statistical Tools, Analysis
Education
Brigham Young University 2007 — 2013
Bachelor of Arts (B.A.), Economics, 3.95
Enrico M. Curzola Enrico M. Curzola's Beneficial Financial Group Experience January 2013 - April 2013
Job Credit Research Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
BYU Global Financial Advisors 2013 - June 2014
Goldman Sachs May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
BenefitGuard, LLC September 2012 - December 2012
Brigham Young University May 2012 - September 2012
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Microsoft Excel, English, Italian, Microsoft Office, Microsoft Power Point, German, Bloomberg Terminal, Credit Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Banking, Corporate, Finance, and Securities Law, BYU GPA: 3.93/4.00, Magna Cum Laude
Free University of Bolzano 2010 — 2011
Liceo Scientifico "E. Torricelli" (High School) 2003 — 2008
Italian "Diploma di Maturita' Scientifica", State Final Exam Grade: 100/100 cum laude
Goldman Sachs July 2014 - Present
BYU Global Financial Advisors 2013 - June 2014
Goldman Sachs May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
BenefitGuard, LLC September 2012 - December 2012
Brigham Young University May 2012 - September 2012
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Microsoft Excel, English, Italian, Microsoft Office, Microsoft Power Point, German, Bloomberg Terminal, Credit Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Banking, Corporate, Finance, and Securities Law, BYU GPA: 3.93/4.00, Magna Cum Laude
Free University of Bolzano 2010 — 2011
Liceo Scientifico "E. Torricelli" (High School) 2003 — 2008
Italian "Diploma di Maturita' Scientifica", State Final Exam Grade: 100/100 cum laude
Chenlong Lu Chenlong Lu's Beneficial Financial Group Experience January 2014 - April 2014
Job Financial Analyst at Select Portfolio Servicing
Industry Financial Services
Experience
Select Portfolio Servicing June 2015 - Present
Select Portfolio Servicing January 2015 - June 2015
Select Portfolio Servicing, A Credit Suisse Company May 2014 - October 2014
Beneficial Financial Group January 2014 - April 2014
Bank of China May 2013 - July 2013
Planning Concepts June 2012 - March 2013
ICE Youth League at Beijing Institute of Technology March 2009 - July 2011
China Construction Bank June 2009 - August 2009
Skills
Credit Risk, Financial Modeling, Investments, Office, Financial Analysis, Portfolio Management, Finance, Valuation, Data Analysis
Education
University of Utah 2013 — 2014
Master's degree, Finance
Utah State University 2011 — 2012
Bachelor of Science (BSc), Finance
Beijing Institute of Technology 2008 — 2011
Bachelor of Science (BSc), Economics
Select Portfolio Servicing June 2015 - Present
Select Portfolio Servicing January 2015 - June 2015
Select Portfolio Servicing, A Credit Suisse Company May 2014 - October 2014
Beneficial Financial Group January 2014 - April 2014
Bank of China May 2013 - July 2013
Planning Concepts June 2012 - March 2013
ICE Youth League at Beijing Institute of Technology March 2009 - July 2011
China Construction Bank June 2009 - August 2009
Skills
Credit Risk, Financial Modeling, Investments, Office, Financial Analysis, Portfolio Management, Finance, Valuation, Data Analysis
Education
University of Utah 2013 — 2014
Master's degree, Finance
Utah State University 2011 — 2012
Bachelor of Science (BSc), Finance
Beijing Institute of Technology 2008 — 2011
Bachelor of Science (BSc), Economics
Ryan Burr Ryan Burr's Beneficial Financial Group Experience January 2012 - April 2012
Job Product Development Financial Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company February 2014 - Present
Nissan Motor Company May 2013 - August 2013
IBM December 2012 - May 2013
GE Healthcare May 2012 - August 2012
Redstone Advisors, Inc. February 2012 - May 2012
Beneficial Financial Group January 2012 - April 2012
BYU Bookstore August 2010 - January 2012
Skills
Office, Excel, Powerpoint, Word, Customer Service, Problem Solving, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, Leadership, Forecasting, Process Improvement, Team Leadership, Analysis
Education
Brigham Young University 2007 — 2013
BA, Business Management - Finance Emphasis
Ford Motor Company February 2014 - Present
Nissan Motor Company May 2013 - August 2013
IBM December 2012 - May 2013
GE Healthcare May 2012 - August 2012
Redstone Advisors, Inc. February 2012 - May 2012
Beneficial Financial Group January 2012 - April 2012
BYU Bookstore August 2010 - January 2012
Skills
Office, Excel, Powerpoint, Word, Customer Service, Problem Solving, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, Leadership, Forecasting, Process Improvement, Team Leadership, Analysis
Education
Brigham Young University 2007 — 2013
BA, Business Management - Finance Emphasis
Elizabeth Keeler Elizabeth Keeler's Beneficial Financial Group Experience September 2011 - December 2011
Job Marketing & Sales Consultant for Tech Startups
Industry Information Technology and Services
Experience
MomentFeed June 2014 - December 2014
Engine Yard July 2013 - June 2014
Joyent September 2012 - April 2013
Joyent May 2012 - September 2012
Beneficial Financial Group September 2011 - December 2011
Zion's Bank Capital Markets May 2011 - August 2011
King George Education Group January 2010 - August 2010
Various July 2008 - January 2010
Skills
Fixed Income, Bloomberg, Derivatives, Excel, Credit Analysis, Financial Modeling, Microsoft Excel, Market Research, Direct Sales, Go-to-market Strategy, Lead Generation, Marketing Strategy, Cloud Computing, CRM, Entrepreneurship, Writing, Management, Competitive Analysis, Business Development, Sales, Team Management, Strategic Partnerships, SaaS
Education
Brigham Young University 2010 — 2012
MBA
The University of British Columbia 2006 — 2008
MA, English Literature, 4.0
University of Calgary 2003 — 2005
Bachelor of Music with distinction, Piano Performance, 3.81
MomentFeed June 2014 - December 2014
Engine Yard July 2013 - June 2014
Joyent September 2012 - April 2013
Joyent May 2012 - September 2012
Beneficial Financial Group September 2011 - December 2011
Zion's Bank Capital Markets May 2011 - August 2011
King George Education Group January 2010 - August 2010
Various July 2008 - January 2010
Skills
Fixed Income, Bloomberg, Derivatives, Excel, Credit Analysis, Financial Modeling, Microsoft Excel, Market Research, Direct Sales, Go-to-market Strategy, Lead Generation, Marketing Strategy, Cloud Computing, CRM, Entrepreneurship, Writing, Management, Competitive Analysis, Business Development, Sales, Team Management, Strategic Partnerships, SaaS
Education
Brigham Young University 2010 — 2012
MBA
The University of British Columbia 2006 — 2008
MA, English Literature, 4.0
University of Calgary 2003 — 2005
Bachelor of Music with distinction, Piano Performance, 3.81
Tyler Lemmon Tyler Lemmon's Beneficial Financial Group Experience January 2010 - April 2010
Job MBA Candidate 2016 at W.P Carey School of Business, Arizona State University
Industry Financial Services
Experience
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Adam Rich, CFA's Beneficial Financial Group Experience January 2009 - April 2009
Job Energy Research Associate at Hotchkis and Wiley Capital Management
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management May 2013 - Present
Goldman Sachs May 2010 - May 2013
Merrill Lynch July 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Financial Analysis, Asset Allocation, Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Economics, Series 7, Private Equity, Alternative Investments, Investment Banking, Equity Research, Hedge Funds, Asset Management, Risk Management, Bloomberg, Accounting, Financial Modeling, Equities, Finance, Valuation, Investments, Data Analysis, Portfolio Management
Education
Brigham Young University 2007 — 2010
Bachelor of Science Business Management with emphasis on Finance
Hotchkis and Wiley Capital Management May 2013 - Present
Goldman Sachs May 2010 - May 2013
Merrill Lynch July 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Financial Analysis, Asset Allocation, Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Economics, Series 7, Private Equity, Alternative Investments, Investment Banking, Equity Research, Hedge Funds, Asset Management, Risk Management, Bloomberg, Accounting, Financial Modeling, Equities, Finance, Valuation, Investments, Data Analysis, Portfolio Management
Education
Brigham Young University 2007 — 2010
Bachelor of Science Business Management with emphasis on Finance
Marcus Nelson, MBA's Beneficial Financial Group Experience January 2014 - December 2014
Job Account Development Manager at Adobe
Industry Computer Software
Experience
Adobe July 2015 - Present
Boart Longyear May 2014 - June 2015
University of Utah August 2013 - May 2015
Beneficial Financial Group January 2014 - December 2014
G Creative Advertising June 2011 - August 2013
G Creative Advertising August 2010 - June 2011
G Creative Advertising April 2009 - September 2009
BYU Broadcasting December 2008 - April 2009
Skills
Adobe, Adobe Marketing Cloud, Digital Marketing, Web Analytics, Enterprise Technology..., Enterprise Solution..., Business Development, Management, Value Selling, Adobe Creative Cloud, Business Strategy, Sales, Video Editing, Statistics, R, Video Production, STATA, Photoshop, Strategic Planning, After Effects, Videography, Spanish, Illustrator, Business Management, Market Research, Image Editing, Brazilian Portuguese, Media Relations, Editing
Education
University of Utah 2013 — 2015
Master of Business Administration (MBA), Management Information Systems, General
Brigham Young University 2006 — 2010
Bachelor of Arts, Political Science
Adobe July 2015 - Present
Boart Longyear May 2014 - June 2015
University of Utah August 2013 - May 2015
Beneficial Financial Group January 2014 - December 2014
G Creative Advertising June 2011 - August 2013
G Creative Advertising August 2010 - June 2011
G Creative Advertising April 2009 - September 2009
BYU Broadcasting December 2008 - April 2009
Skills
Adobe, Adobe Marketing Cloud, Digital Marketing, Web Analytics, Enterprise Technology..., Enterprise Solution..., Business Development, Management, Value Selling, Adobe Creative Cloud, Business Strategy, Sales, Video Editing, Statistics, R, Video Production, STATA, Photoshop, Strategic Planning, After Effects, Videography, Spanish, Illustrator, Business Management, Market Research, Image Editing, Brazilian Portuguese, Media Relations, Editing
Education
University of Utah 2013 — 2015
Master of Business Administration (MBA), Management Information Systems, General
Brigham Young University 2006 — 2010
Bachelor of Arts, Political Science
Tyler Garrett, MBA Tyler Garrett, MBA's Beneficial Financial Group Experience August 2006 - October 2007
Job Senior Financial Analyst
Industry Hospital & Health Care
Experience
Liberty Dialysis LLC July 2010 - Present
U-Haul International, Inc. October 2007 - July 2010
Beneficial Financial Group August 2006 - October 2007
Skills
Financial Analysis, Financial Reporting, Budgets, Financial Modeling, Process Improvement, Microsoft Excel, Microsoft Access, PowerPoint, Microsoft Word, Customer Service, Insurance, Healthcare, Management, Finance, Man, Investments, Analysis, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA
Brigham Young University 2000 — 2006
Business, Finance
Liberty Dialysis LLC July 2010 - Present
U-Haul International, Inc. October 2007 - July 2010
Beneficial Financial Group August 2006 - October 2007
Skills
Financial Analysis, Financial Reporting, Budgets, Financial Modeling, Process Improvement, Microsoft Excel, Microsoft Access, PowerPoint, Microsoft Word, Customer Service, Insurance, Healthcare, Management, Finance, Man, Investments, Analysis, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA
Brigham Young University 2000 — 2006
Business, Finance
Chuck Cutler Chuck Cutler's Beneficial Financial Group Experience October 2001 - December 2006
Job Managing Partner and Financial Advisor of The Financial Insight Center
Industry Investment Management
Experience
The Financial Insight Center July 2010 - Present
The Insight Group, Inc. July 1999 - Present
Beneficial Financial Group October 2001 - December 2006
The MONY Group June 1989 - June 1999
Education
Brigham Young University 1985 — 1989
BS, Business Management, Finance emphasis
The Financial Insight Center July 2010 - Present
The Insight Group, Inc. July 1999 - Present
Beneficial Financial Group October 2001 - December 2006
The MONY Group June 1989 - June 1999
Education
Brigham Young University 1985 — 1989
BS, Business Management, Finance emphasis
Adam Carmack Adam Carmack's Beneficial Financial Group Experience January 2013 - April 2013
Job VP of Business Strategy at Pikkit
Industry Venture Capital & Private Equity
Experience
Pikkit August 2012 - Present
HELP International April 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Ensign Peak Advisors January 2011 - October 2011
1st Light Energy Inc May 2010 - July 2010
Skills
Economics, Private Equity, Business Modeling, Strategy, Spanish, Capital Markets, Venture Capital, Entrepreneurship, Start-ups, Finance, Equities, Fundraising, International..., Valuation, Investment Management, Financial Analysis, Investment Strategies
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Economics
Pikkit August 2012 - Present
HELP International April 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Ensign Peak Advisors January 2011 - October 2011
1st Light Energy Inc May 2010 - July 2010
Skills
Economics, Private Equity, Business Modeling, Strategy, Spanish, Capital Markets, Venture Capital, Entrepreneurship, Start-ups, Finance, Equities, Fundraising, International..., Valuation, Investment Management, Financial Analysis, Investment Strategies
Education
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Economics
Devin Duncan Devin Duncan's Beneficial Financial Group Experience January 2011 - April 2011
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners July 2015 - Present
Citi April 2013 - June 2015
UBS Securities, LLC June 2012 - August 2012
Global Financial Advisors January 2012 - April 2012
Vivint April 2010 - August 2011
Beneficial Financial Group January 2011 - April 2011
Lift International January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Skills
Public Speaking, Equity Research, Valuation, Equities, Microsoft Excel
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Management; Finance emphasis
Utah State University
Associate Degree; high school, General Studies
North Bridge Growth Equity and Venture Partners July 2015 - Present
Citi April 2013 - June 2015
UBS Securities, LLC June 2012 - August 2012
Global Financial Advisors January 2012 - April 2012
Vivint April 2010 - August 2011
Beneficial Financial Group January 2011 - April 2011
Lift International January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Skills
Public Speaking, Equity Research, Valuation, Equities, Microsoft Excel
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Management; Finance emphasis
Utah State University
Associate Degree; high school, General Studies
Michael Edis's Beneficial Financial Group Experience January 2014 - December 2014
Job Venture Capital Analyst at University Venture Fund
Industry Venture Capital & Private Equity
Experience
University Venture Fund April 2015 - Present
Brigham Capital LLC January 2015 - April 2015
Beneficial Financial Group January 2014 - December 2014
Edis Industries May 2010 - December 2014
The Church of Jesus Christ of Latter-day Saints May 2012 - April 2014
Skills
Microsoft Excel, Financial Analysis, Sales, Financial Modeling, PowerPoint, Leadership, Public Speaking, Fundamental Analysis, Finance, Team Leadership, Management, Investments, Market Research, Microsoft Word, Analysis, Data Analysis, Bloomberg Terminal, Strategy, Due Diligence, Private Equity
Education
Brigham Young University
Finance, GPA 4.0/4.0
University Venture Fund April 2015 - Present
Brigham Capital LLC January 2015 - April 2015
Beneficial Financial Group January 2014 - December 2014
Edis Industries May 2010 - December 2014
The Church of Jesus Christ of Latter-day Saints May 2012 - April 2014
Skills
Microsoft Excel, Financial Analysis, Sales, Financial Modeling, PowerPoint, Leadership, Public Speaking, Fundamental Analysis, Finance, Team Leadership, Management, Investments, Market Research, Microsoft Word, Analysis, Data Analysis, Bloomberg Terminal, Strategy, Due Diligence, Private Equity
Education
Brigham Young University
Finance, GPA 4.0/4.0
Jackie Milton Jackie Milton's Beneficial Financial Group Experience January 2006 - November 2006
Job Server at Kerbey Lane Cafe
Industry Restaurants
Experience
Kerbey Lane Cafe April 2015 - Present
Flix Brewhouse November 2014 - July 2015
Texas Diabetes and Endocrinology March 2014 - February 2015
Texas Diabetes and Endocrinology January 2012 - March 2014
Cedar Park Pediatric & Family Medicine October 2009 - January 2012
Ferguson Enterprises November 2006 - August 2009
Beneficial Financial Group January 2006 - November 2006
Skills
Multitasker, Outgoing, Fast Learner, Inventory, Filing, Friendly Personality, Medical Terminology, Microsoft Excel, Accounts Payable
Education
Austin Community College 2009 — 2015
Business Administration and Management, General
Kerbey Lane Cafe April 2015 - Present
Flix Brewhouse November 2014 - July 2015
Texas Diabetes and Endocrinology March 2014 - February 2015
Texas Diabetes and Endocrinology January 2012 - March 2014
Cedar Park Pediatric & Family Medicine October 2009 - January 2012
Ferguson Enterprises November 2006 - August 2009
Beneficial Financial Group January 2006 - November 2006
Skills
Multitasker, Outgoing, Fast Learner, Inventory, Filing, Friendly Personality, Medical Terminology, Microsoft Excel, Accounts Payable
Education
Austin Community College 2009 — 2015
Business Administration and Management, General
Alan Radmall's Beneficial Financial Group Experience February 2003 - December 2006
Job Account Executive at SoftServe
Industry Computer Software
Experience
SoftServe, Inc. May 2012 - Present
AtTask October 2007 - May 2012
International Software Engineering, Inc. (InSEI) January 2007 - October 2007
Beneficial Financial Group February 2003 - December 2006
Candesa Interactive May 2002 - December 2002
iLumin Corporation August 2000 - January 2002
Wicat Systems April 1997 - August 2000
Erudite Software & Consulting March 1994 - April 1997
WordPerfect 1993 - 1994
Skills
SaaS, Software Sales, Direct Sales, Sales Management, Contract Negotiation, Software Industry, Salesforce.com, Sales Operations, Strategic Partnerships, CRM, Business Development, Product Management, Enterprise Software, Sales Process, Sales, Selling, Channel, Account Management, Strategy, Channel Partners, Software Development, Cloud Computing, Business Intelligence, New Business Development, SDLC, Management, B2B, Solution Selling, Team Leadership, Program Management, Professional Services, Product Development, Start-ups, Leadership, Strategic Planning
Education
Brigham Young University 1982 — 1987
Utah Valley University 1982 — 1987
TimpView
SoftServe, Inc. May 2012 - Present
AtTask October 2007 - May 2012
International Software Engineering, Inc. (InSEI) January 2007 - October 2007
Beneficial Financial Group February 2003 - December 2006
Candesa Interactive May 2002 - December 2002
iLumin Corporation August 2000 - January 2002
Wicat Systems April 1997 - August 2000
Erudite Software & Consulting March 1994 - April 1997
WordPerfect 1993 - 1994
Skills
SaaS, Software Sales, Direct Sales, Sales Management, Contract Negotiation, Software Industry, Salesforce.com, Sales Operations, Strategic Partnerships, CRM, Business Development, Product Management, Enterprise Software, Sales Process, Sales, Selling, Channel, Account Management, Strategy, Channel Partners, Software Development, Cloud Computing, Business Intelligence, New Business Development, SDLC, Management, B2B, Solution Selling, Team Leadership, Program Management, Professional Services, Product Development, Start-ups, Leadership, Strategic Planning
Education
Brigham Young University 1982 — 1987
Utah Valley University 1982 — 1987
TimpView
Donita Sing's Beneficial Financial Group Experience 1988 - 1998
Job Human Resources Business Partner Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services October 2004 - Present
MBNA April 2004 - October 2005
Wilmington Trust Company 1998 - 2004
Beneficial Financial Group 1988 - 1998
Skills
Credit Cards, PeopleSoft, Credit, Relationship Management, Vendor Management, Financial Services, Onboarding, Human Resources, Performance Management, Employee Engagement, Recruiting, Call Centers, Talent Management, Coaching, Team Building, Talent Acquisition, Employee Relations, Process Improvement
Education
Wilmington University 2006 — 2008
MBA, Human Resources
Springfield College 2001 — 2003
BA, Human Services
Alcorn State University
Computer Science
Discover Financial Services October 2004 - Present
MBNA April 2004 - October 2005
Wilmington Trust Company 1998 - 2004
Beneficial Financial Group 1988 - 1998
Skills
Credit Cards, PeopleSoft, Credit, Relationship Management, Vendor Management, Financial Services, Onboarding, Human Resources, Performance Management, Employee Engagement, Recruiting, Call Centers, Talent Management, Coaching, Team Building, Talent Acquisition, Employee Relations, Process Improvement
Education
Wilmington University 2006 — 2008
MBA, Human Resources
Springfield College 2001 — 2003
BA, Human Services
Alcorn State University
Computer Science
Kimberly Fettig's Beneficial Financial Group Experience 1999 - 2001
Job Technical Instructor at General Dynamics C4 Systems
Industry Information Technology and Services
Experience
General Dynamics C4 Systems July 2011 - Present
YMCA 2010 - Present
3/108th Signal Battalion, U.S.Army September 2009 - Present
U.S.Army September 2007 - September 2009
Beneficial Financial Group 1999 - 2001
Skills
Security Clearance, Networking, Technical Presentations, Instructor-led Training, Information Assurance, Information Management, Security+, COMSEC, Military Experience, Operational Planning, National Security, Force Protection, Defense, Security, Army, Intelligence
Education
Augusta State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Souderton Area High School 1989 — 1993
General Dynamics C4 Systems July 2011 - Present
YMCA 2010 - Present
3/108th Signal Battalion, U.S.Army September 2009 - Present
U.S.Army September 2007 - September 2009
Beneficial Financial Group 1999 - 2001
Skills
Security Clearance, Networking, Technical Presentations, Instructor-led Training, Information Assurance, Information Management, Security+, COMSEC, Military Experience, Operational Planning, National Security, Force Protection, Defense, Security, Army, Intelligence
Education
Augusta State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Souderton Area High School 1989 — 1993
Michael Rasband's Beneficial Financial Group Experience August 2008 - October 2012
Job Controller at Deseret Mutual
Industry Financial Services
Experience
Deseret Mutual October 2012 - Present
Beneficial Financial Group August 2008 - October 2012
Deseret Management Corporation March 2006 - August 2007
PNM Resources June 2005 - April 2006
KPMG July 2002 - June 2005
Skills
SEC filings, Sarbanes-Oxley, Financial Accounting, Financial Reporting, GAAP, CPA, Financial Statements, Insurance, Accounting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Internal Audit, US GAAP, Statutory Accounting, General Ledger, Management, Analysis, Budgets, Process Improvement, Strategic Planning, Financial Audits, Finance
Education
Brigham Young University 1995 — 2002
M.S. Accounting
Rio Grande Highschool 1991 — 1995
Deseret Mutual October 2012 - Present
Beneficial Financial Group August 2008 - October 2012
Deseret Management Corporation March 2006 - August 2007
PNM Resources June 2005 - April 2006
KPMG July 2002 - June 2005
Skills
SEC filings, Sarbanes-Oxley, Financial Accounting, Financial Reporting, GAAP, CPA, Financial Statements, Insurance, Accounting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Internal Audit, US GAAP, Statutory Accounting, General Ledger, Management, Analysis, Budgets, Process Improvement, Strategic Planning, Financial Audits, Finance
Education
Brigham Young University 1995 — 2002
M.S. Accounting
Rio Grande Highschool 1991 — 1995
Lisa Stafford's Beneficial Financial Group Experience June 1984 - June 1989
Job Educator/ Human Resources Professional/ Career Coach
Industry Human Resources
Experience
Executive Talent Services May 2009 - Present
Albertus Magnus College January 2009 - Present
Fairfield University August 2007 - Present
Stafford Consulting Group, LLC October 2007 - May 2012
Aetna Life & Casualty June 1989 - December 2009
Quinnipiac University November 2005 - November 2009
Beneficial Financial Group June 1984 - June 1989
Skills
Executive Coaching, Career Counseling, Career Management, Career Assessment, Training, MBTI Certified, Lominger Certified, Master Facilitator, Business Strategy, HR Consulting, CPI Master Level Career..., DDI Certified, Greystone 360 Certified, Strong Interest..., Talent management..., Learning management..., Facilitators, Management Consulting, Talent Management, Succession Planning, Coaching, Change Management, Organizational..., Human Resources, Performance Management, Employee Relations, Recruiting, MBTI, Leadership, Personnel Management, Policy, Workforce Planning, Management, Strategy, Mergers & Acquisitions, Instructional Design, Facilitation
Education
Bryant University MBA 1984 — 1989
MBA Finance, Finance, General
Babson College 1980 — 1984
BS, Investments
Executive Talent Services May 2009 - Present
Albertus Magnus College January 2009 - Present
Fairfield University August 2007 - Present
Stafford Consulting Group, LLC October 2007 - May 2012
Aetna Life & Casualty June 1989 - December 2009
Quinnipiac University November 2005 - November 2009
Beneficial Financial Group June 1984 - June 1989
Skills
Executive Coaching, Career Counseling, Career Management, Career Assessment, Training, MBTI Certified, Lominger Certified, Master Facilitator, Business Strategy, HR Consulting, CPI Master Level Career..., DDI Certified, Greystone 360 Certified, Strong Interest..., Talent management..., Learning management..., Facilitators, Management Consulting, Talent Management, Succession Planning, Coaching, Change Management, Organizational..., Human Resources, Performance Management, Employee Relations, Recruiting, MBTI, Leadership, Personnel Management, Policy, Workforce Planning, Management, Strategy, Mergers & Acquisitions, Instructional Design, Facilitation
Education
Bryant University MBA 1984 — 1989
MBA Finance, Finance, General
Babson College 1980 — 1984
BS, Investments
Greg Reeves's Beneficial Financial Group Experience May 2007 - August 2007
Job Operations at Affiliated Recovery Company, LLC
Industry Hospital & Health Care
Experience
Affiliated Recovery Company, LLC June 2014 - Present
Raymond, Reeves & Stout, LLP January 2012 - May 2014
Marcal Manufacturing, LLC December 2009 - December 2011
Marcal Manufacturing LLC October 2008 - December 2009
Beneficial Financial Group May 2007 - August 2007
Skills
HRIS, Employee Relations, Labor Relations, Personnel Management, Human Resources, EEOC, Employment Law, FMLA, ADP Payroll, New Hire Orientations, Leadership, Negotiation, Talent Management, ERISA, Job Descriptions, Employee Engagement, Organizational..., Management, Union, Talent Acquisition, Benefits Administration, Team Building, COBRA, Interviews, Onboarding, HIPAA
Education
Brigham Young University 2002 — 2008
Bachlor of Science Business Management, Organizational Behavior/Human Resources
Affiliated Recovery Company, LLC June 2014 - Present
Raymond, Reeves & Stout, LLP January 2012 - May 2014
Marcal Manufacturing, LLC December 2009 - December 2011
Marcal Manufacturing LLC October 2008 - December 2009
Beneficial Financial Group May 2007 - August 2007
Skills
HRIS, Employee Relations, Labor Relations, Personnel Management, Human Resources, EEOC, Employment Law, FMLA, ADP Payroll, New Hire Orientations, Leadership, Negotiation, Talent Management, ERISA, Job Descriptions, Employee Engagement, Organizational..., Management, Union, Talent Acquisition, Benefits Administration, Team Building, COBRA, Interviews, Onboarding, HIPAA
Education
Brigham Young University 2002 — 2008
Bachlor of Science Business Management, Organizational Behavior/Human Resources
Cort Peterson's Beneficial Financial Group Experience September 2006 - Present
Job Financial Planner/Advisor at Beneficial Financial Group
Industry Financial Services
Experience
Beneficial Financial Group September 2006 - Present
Education
Brigham Young University 1999 — 2002
Beneficial Financial Group September 2006 - Present
Education
Brigham Young University 1999 — 2002
jaime blikre's Beneficial Financial Group Experience November 1999 - November 2004
Job Owner at A Pocket Full of Sunshine Boutique
Industry Consumer Services
Experience
A Pocket Full of Sunshine Boutique October 2011 - Present
Beneficial Financial Group November 1999 - November 2004
Skills
Customer Service, Small Business, Team Building, Sales Management, New Business Development, Strategic Planning, Coaching, Sales, Marketing Strategy, Marketing, Social Media, Microsoft Office, Public Speaking, Entrepreneurship, Negotiation, Microsoft Excel, Social Media Marketing, Advertising, Retail, Event Planning, Account Management, Online Advertising, Online Marketing
Education
Arizona State University 1994 — 1999
Bachelor of Science (B.S.), Marketing
A Pocket Full of Sunshine Boutique October 2011 - Present
Beneficial Financial Group November 1999 - November 2004
Skills
Customer Service, Small Business, Team Building, Sales Management, New Business Development, Strategic Planning, Coaching, Sales, Marketing Strategy, Marketing, Social Media, Microsoft Office, Public Speaking, Entrepreneurship, Negotiation, Microsoft Excel, Social Media Marketing, Advertising, Retail, Event Planning, Account Management, Online Advertising, Online Marketing
Education
Arizona State University 1994 — 1999
Bachelor of Science (B.S.), Marketing
Chuck Funke's Beneficial Financial Group Experience February 2003 - August 2006
Job CEO at ASEA
Industry Health, Wellness and Fitness
Experience
ASEA, LLC January 2014 - Present
ASEA, LLC September 2011 - December 2013
Beneficial Investment Services September 2006 - September 2011
Beneficial Financial Group February 2003 - August 2006
Skills
Entrepreneurship, Executive Management, Leadership, Business Development, Credit, Small Business, Team Building, Coaching, Public Speaking, Investments, Portfolio Management, Loans, Business Strategy, New Business Development, Financial Analysis, Marketing Strategy, Start-ups, Strategic Planning, Sales, Nutrition, Marketing
Education
Bellevue University 2000 — 2004
MBA, MBA
Brigham Young University 1991 — 1996
BA, International Relations
Poplar Bluff High School 1985 — 1988
High School
ASEA, LLC January 2014 - Present
ASEA, LLC September 2011 - December 2013
Beneficial Investment Services September 2006 - September 2011
Beneficial Financial Group February 2003 - August 2006
Skills
Entrepreneurship, Executive Management, Leadership, Business Development, Credit, Small Business, Team Building, Coaching, Public Speaking, Investments, Portfolio Management, Loans, Business Strategy, New Business Development, Financial Analysis, Marketing Strategy, Start-ups, Strategic Planning, Sales, Nutrition, Marketing
Education
Bellevue University 2000 — 2004
MBA, MBA
Brigham Young University 1991 — 1996
BA, International Relations
Poplar Bluff High School 1985 — 1988
High School
Rob Timmons, MBA's Beneficial Financial Group Experience November 2002 - November 2005
Job Partner at InMotion Logistics
Industry Financial Services
Experience
InMotion Logistics December 2010 - Present
Advanced Commercial Capital April 2009 - Present
Sun Realty October 2005 - October 2010
Beneficial Financial Group November 2002 - November 2005
Sun Financial Services November 2000 - November 2005
US Bancorp November 2004 - August 2005
Zions Bancorporation 1996 - 2002
BYU Bookstore 1993 - 1996
Skills
Financial Analysis, Online Advertising, Marketing, Budgets, Investments, Training, Banking, Managerial Finance, Finance, Credit, Analysis, Financial Modeling, Commercial Lending, Valuation, Insurance, Strategic Planning, Microsoft Excel, Customer Service
Education
Brigham Young University 1993 — 1995
MBA, Marketing/Finance
Brigham Young University 1988 — 1992
B.A., Communications
InMotion Logistics December 2010 - Present
Advanced Commercial Capital April 2009 - Present
Sun Realty October 2005 - October 2010
Beneficial Financial Group November 2002 - November 2005
Sun Financial Services November 2000 - November 2005
US Bancorp November 2004 - August 2005
Zions Bancorporation 1996 - 2002
BYU Bookstore 1993 - 1996
Skills
Financial Analysis, Online Advertising, Marketing, Budgets, Investments, Training, Banking, Managerial Finance, Finance, Credit, Analysis, Financial Modeling, Commercial Lending, Valuation, Insurance, Strategic Planning, Microsoft Excel, Customer Service
Education
Brigham Young University 1993 — 1995
MBA, Marketing/Finance
Brigham Young University 1988 — 1992
B.A., Communications
Robert Gladwin's Beneficial Financial Group Experience January 2007 - July 2008
Job Field Property Claims Representative
Industry Insurance
Experience
Grange Insurance July 2008 - Present
Grange Insurance July 2008 - August 2009
Beneficial Financial Group January 2007 - July 2008
Skills
Associate in Claims..., Claim, Commercial Insurance, Negotiation, Property & Casualty..., Liability, Commercial Lines, Casualty, Legal Liability, Insurance, Claims Management, General Insurance, Property Damage, Customer Service
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelors, Marketing
Grange Insurance July 2008 - Present
Grange Insurance July 2008 - August 2009
Beneficial Financial Group January 2007 - July 2008
Skills
Associate in Claims..., Claim, Commercial Insurance, Negotiation, Property & Casualty..., Liability, Commercial Lines, Casualty, Legal Liability, Insurance, Claims Management, General Insurance, Property Damage, Customer Service
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelors, Marketing
Josh Ball's Beneficial Financial Group Experience June 2006 - August 2007
Job Corporate accountant
Industry Accounting
Experience
St. Luke's Health System September 2015 - Present
WTC February 2014 - August 2015
Olsen and Company CPAs June 2009 - February 2014
Student August 2002 - March 2009
Beneficial Financial Group June 2006 - August 2007
Skills
Financial Analysis, Insurance, Start-ups, Financial Reporting, Financial Accounting, Accounting, Auditing, Internal Controls, GAAP, Financial Modeling, Tax, Financial Statements, Sarbanes-Oxley Act
Education
Boise State University 2002 — 2009
BBA, Accounting
St. Luke's Health System September 2015 - Present
WTC February 2014 - August 2015
Olsen and Company CPAs June 2009 - February 2014
Student August 2002 - March 2009
Beneficial Financial Group June 2006 - August 2007
Skills
Financial Analysis, Insurance, Start-ups, Financial Reporting, Financial Accounting, Accounting, Auditing, Internal Controls, GAAP, Financial Modeling, Tax, Financial Statements, Sarbanes-Oxley Act
Education
Boise State University 2002 — 2009
BBA, Accounting
Andrew Belnap, CPA's Beneficial Financial Group Experience January 2010 - April 2010
Job Senior Associate International Tax at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP June 2012 - Present
Brigham Young University August 2009 - April 2012
PwC June 2011 - August 2011
Alcoa June 2010 - August 2010
Summit Accounting April 2010 - June 2010
Beneficial Financial Group January 2010 - April 2010
JBC International June 2009 - August 2009
MTC - Provo August 2008 - April 2009
Belnap Imports LLC April 2002 - May 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, QuickBooks, Tax, Microsoft Word, PowerPoint, Corporate Finance, Mandarin, Access
Education
Brigham Young University 2010 — 2012
Master of Accounting, Taxation
Brigham Young University 2005 — 2011
Bachelor of Science (B.S.), Accounting
International School of Bejing 2003 — 2005
Shanghai American School 2000 — 2003
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP June 2012 - Present
Brigham Young University August 2009 - April 2012
PwC June 2011 - August 2011
Alcoa June 2010 - August 2010
Summit Accounting April 2010 - June 2010
Beneficial Financial Group January 2010 - April 2010
JBC International June 2009 - August 2009
MTC - Provo August 2008 - April 2009
Belnap Imports LLC April 2002 - May 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, QuickBooks, Tax, Microsoft Word, PowerPoint, Corporate Finance, Mandarin, Access
Education
Brigham Young University 2010 — 2012
Master of Accounting, Taxation
Brigham Young University 2005 — 2011
Bachelor of Science (B.S.), Accounting
International School of Bejing 2003 — 2005
Shanghai American School 2000 — 2003
Nathan Collins's Beneficial Financial Group Experience June 2008 - August 2009
Job President/CEO at IENetwork
Industry Insurance
Experience
IENetwork June 2011 - Present
InsuranceExperts.com June 2008 - August 2011
Beneficial Financial Group June 2008 - August 2009
BYU Configurable Computing Laboratory February 2007 - April 2008
Skills
Insurance, Business Analysis, Financial Services, Life Insurance, Fixed Annuities, Software Development, Web Development, UIX
Education
Brigham Young University 2002 — 2009
BS, Computer Engineering
IENetwork June 2011 - Present
InsuranceExperts.com June 2008 - August 2011
Beneficial Financial Group June 2008 - August 2009
BYU Configurable Computing Laboratory February 2007 - April 2008
Skills
Insurance, Business Analysis, Financial Services, Life Insurance, Fixed Annuities, Software Development, Web Development, UIX
Education
Brigham Young University 2002 — 2009
BS, Computer Engineering
Ryan Meacham's Beneficial Financial Group Experience May 2004 - January 2006
Job Principal
Industry Financial Services
Experience
Cornerstone Wealth Management January 2006 - Present
Beneficial Financial Group May 2004 - January 2006
Skills
Strategic Financial..., Fundraising, Wealth Management, Investments, Hedge Funds, Charity Work, Alternative Investments, Creative Real Estate...
Education
Arizona State University 2001 — 2003
Bachelor of Business Administration (BBA)
Cornerstone Wealth Management January 2006 - Present
Beneficial Financial Group May 2004 - January 2006
Skills
Strategic Financial..., Fundraising, Wealth Management, Investments, Hedge Funds, Charity Work, Alternative Investments, Creative Real Estate...
Education
Arizona State University 2001 — 2003
Bachelor of Business Administration (BBA)
Mike Jensen's Beneficial Financial Group Experience 2006 - 2010
Job EVP of Growth,Corporate Development & CMO at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation April 2011 - Present
Credo Venture Partners 2010 - Present
Beneficial Financial Group 2006 - 2010
GMAC (Ally Bank) 2003 - 2006
IVW 1999 - 2002
The Coca-Cola Company 1996 - 1999
PepsiCo 1995 - 1996
Black & Decker 1991 - 1993
Skills
Marketing, Strategy, Marketing Management, Product Marketing, Brand Management, Marketing Strategy, Market Research, Marketing Communications, Advertising, Leadership, Brand Development, Strategic Partnerships, Product Development, Start-ups, Management, Digital Media, Business Modeling, Business Strategy, Business Development, Competitive Analysis, Venture Capital, Strategic Planning, Sales, Entrepreneurship, Team Building, Business Planning, Product Management
Education
Brigham Young University 1993 — 1995
MBA, Marketing
Academy Mortgage Corporation April 2011 - Present
Credo Venture Partners 2010 - Present
Beneficial Financial Group 2006 - 2010
GMAC (Ally Bank) 2003 - 2006
IVW 1999 - 2002
The Coca-Cola Company 1996 - 1999
PepsiCo 1995 - 1996
Black & Decker 1991 - 1993
Skills
Marketing, Strategy, Marketing Management, Product Marketing, Brand Management, Marketing Strategy, Market Research, Marketing Communications, Advertising, Leadership, Brand Development, Strategic Partnerships, Product Development, Start-ups, Management, Digital Media, Business Modeling, Business Strategy, Business Development, Competitive Analysis, Venture Capital, Strategic Planning, Sales, Entrepreneurship, Team Building, Business Planning, Product Management
Education
Brigham Young University 1993 — 1995
MBA, Marketing
Fred Masuoka's Beneficial Financial Group Experience February 1996 - July 1997
Job Lab technician
Industry Plastics
Experience
WinSell Inc. April 2014 - Present
Ott Staff Development Center, Akron Public Schools September 2009 - June 2013
Lighthouse Academy August 2004 - June 2006
Akron Area YMCA September 2000 - September 2003
Red Oak Camp June 1998 - September 2000
Virginia Retirement Specialist, Inc. March 1997 - June 1998
Beneficial Financial Group February 1996 - July 1997
Chinle Unified School District August 1993 - May 1995
Skills
Instructional Technology, Instructional Design, E-learning, Staff Development, Classroom Instruction, Curriculum Design, Teaching, Research, Team Building, E-Learning, Program Management, Technology Integration, Adult Education, Educational Technology, Learning Management, Moodle, Learning Management..., Workshop Facilitation, Leadership Development, Training, Coaching, Management, Nonprofits, Customer Service, Team Leadership, Classroom
Education
University of Wyoming 2005 — 2007
M.S., Instructional Technology
Ashland University 1991 — 1992
BS+, Elementary Education
University of Wyoming 1988 — 1990
B.S., Finance
Bradley University 1985 — 1986
Construction
Chardon High School 1982 — 1985
WinSell Inc. April 2014 - Present
Ott Staff Development Center, Akron Public Schools September 2009 - June 2013
Lighthouse Academy August 2004 - June 2006
Akron Area YMCA September 2000 - September 2003
Red Oak Camp June 1998 - September 2000
Virginia Retirement Specialist, Inc. March 1997 - June 1998
Beneficial Financial Group February 1996 - July 1997
Chinle Unified School District August 1993 - May 1995
Skills
Instructional Technology, Instructional Design, E-learning, Staff Development, Classroom Instruction, Curriculum Design, Teaching, Research, Team Building, E-Learning, Program Management, Technology Integration, Adult Education, Educational Technology, Learning Management, Moodle, Learning Management..., Workshop Facilitation, Leadership Development, Training, Coaching, Management, Nonprofits, Customer Service, Team Leadership, Classroom
Education
University of Wyoming 2005 — 2007
M.S., Instructional Technology
Ashland University 1991 — 1992
BS+, Elementary Education
University of Wyoming 1988 — 1990
B.S., Finance
Bradley University 1985 — 1986
Construction
Chardon High School 1982 — 1985
Demetrius Matuauto's Beneficial Financial Group Experience January 2010 - April 2010
Job Associate Manager Financial Reporting & Analysis at The Dannon Company
Industry Food Production
Experience
The Dannon Company April 2015 - Present
The Dannon Company November 2013 - April 2015
The Dannon Company October 2011 - November 2013
The Dannon Company January 2011 - October 2011
Stevens-Henager College April 2010 - January 2011
Beneficial Financial Group January 2010 - April 2010
Wells Fargo May 2008 - August 2008
Missionary Training Center August 2007 - May 2008
Brigham Young University August 2004 - December 2004
Skills
Student Financial Aid, Public Speaking, Customer Service, Microsoft Excel, Access, Accounting, Budgets, Coaching, Data Analysis, Financial Analysis, Higher Education, Leadership, Management, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Team Building, Training
Education
University of Utah 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.7 GPA
Brigham Young University 2004 — 2010
Bachelor of Science (B.S.), Business Management - Finance, 3.75 Major GPA
Rim of the World 2000 — 2004
High School
The Dannon Company April 2015 - Present
The Dannon Company November 2013 - April 2015
The Dannon Company October 2011 - November 2013
The Dannon Company January 2011 - October 2011
Stevens-Henager College April 2010 - January 2011
Beneficial Financial Group January 2010 - April 2010
Wells Fargo May 2008 - August 2008
Missionary Training Center August 2007 - May 2008
Brigham Young University August 2004 - December 2004
Skills
Student Financial Aid, Public Speaking, Customer Service, Microsoft Excel, Access, Accounting, Budgets, Coaching, Data Analysis, Financial Analysis, Higher Education, Leadership, Management, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Team Building, Training
Education
University of Utah 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.7 GPA
Brigham Young University 2004 — 2010
Bachelor of Science (B.S.), Business Management - Finance, 3.75 Major GPA
Rim of the World 2000 — 2004
High School
Natoya Chung's Beneficial Financial Group Experience September 2014 - February 2015
Job Assistant to the CFO, General Counsel & EVP of Sales at Instructure
Industry Financial Services
Experience
Instructure March 2015 - Present
Beneficial Financial Group September 2014 - February 2015
Bank of America August 2011 - August 2014
Merit Property Management August 2007 - November 2009
GreenPoint Mortgage 2006 - 2007
Skills
Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Administrative..., Training, Coaching, Leadership Development, Telephone Skills, Office Management, Modeling, Time Management, Administration, Office Administration, Event Planning, Management, Social Media
Education
Argosy University Phoenix 2010 — 2012
Master of Arts (M.A.), Forensic Psychology, 3.8
Argosy University Los Angeles 2008 — 2010
Bachelor of Arts (B.A.), Psychology
Instructure March 2015 - Present
Beneficial Financial Group September 2014 - February 2015
Bank of America August 2011 - August 2014
Merit Property Management August 2007 - November 2009
GreenPoint Mortgage 2006 - 2007
Skills
Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Administrative..., Training, Coaching, Leadership Development, Telephone Skills, Office Management, Modeling, Time Management, Administration, Office Administration, Event Planning, Management, Social Media
Education
Argosy University Phoenix 2010 — 2012
Master of Arts (M.A.), Forensic Psychology, 3.8
Argosy University Los Angeles 2008 — 2010
Bachelor of Arts (B.A.), Psychology
Yi Luo, Ph.D.'s Beneficial Financial Group Experience January 2009 - April 2009
Job Actuarial Analyst II at Westfield Group
Industry Insurance
Experience
Westfield Group/Westfield Insurance October 2014 - Present
BMS Group July 2012 - September 2014
Brigham Young University September 2009 - August 2012
Brigham Young University September 2007 - June 2012
Visible Equity January 2010 - January 2012
Beneficial Financial Group January 2009 - April 2009
Nuskin Enterprises April 2004 - April 2006
Skills
Matlab, Linear Algebra, Statistics, LaTeX, Programming, Reinsurance, Mathematical Modeling, Java, Analysis, Mandarin, Numerical Analysis, Applied Mathematics, Quantitative Finance, Catastrophe Modeling, Econometrics, University Teaching, Statistical Modeling, PHP, SQL, VB.NET, Monte Carlo Simulation, Quantitative Analytics, Optimization
Education
Brigham Young University 2009 — 2012
Doctor of Philosophy (PhD), Mathematics
Brigham Young University 2007 — 2009
MS, Math
Brigham Young University 2002 — 2007
BS, Math
Westfield Group/Westfield Insurance October 2014 - Present
BMS Group July 2012 - September 2014
Brigham Young University September 2009 - August 2012
Brigham Young University September 2007 - June 2012
Visible Equity January 2010 - January 2012
Beneficial Financial Group January 2009 - April 2009
Nuskin Enterprises April 2004 - April 2006
Skills
Matlab, Linear Algebra, Statistics, LaTeX, Programming, Reinsurance, Mathematical Modeling, Java, Analysis, Mandarin, Numerical Analysis, Applied Mathematics, Quantitative Finance, Catastrophe Modeling, Econometrics, University Teaching, Statistical Modeling, PHP, SQL, VB.NET, Monte Carlo Simulation, Quantitative Analytics, Optimization
Education
Brigham Young University 2009 — 2012
Doctor of Philosophy (PhD), Mathematics
Brigham Young University 2007 — 2009
MS, Math
Brigham Young University 2002 — 2007
BS, Math
Casaundra Whitmire's Beneficial Financial Group Experience September 1996 - March 2002
Job Technology Services
Industry Computer Hardware
Experience
CSC May 2011 - Present
NASA Federal Credit Union March 2002 - May 2011
Beneficial Financial Group September 1996 - March 2002
Skills
Active Directory, Microsoft Office, Process Improvement, Laptops, Team Leadership, Computer Hardware, Troubleshooting
Education
DeVry University-Illinois 2013 — 2015
Computer Electronic Technology
Bowie State University 1982 — 1984
Biology, General
CSC May 2011 - Present
NASA Federal Credit Union March 2002 - May 2011
Beneficial Financial Group September 1996 - March 2002
Skills
Active Directory, Microsoft Office, Process Improvement, Laptops, Team Leadership, Computer Hardware, Troubleshooting
Education
DeVry University-Illinois 2013 — 2015
Computer Electronic Technology
Bowie State University 1982 — 1984
Biology, General
Beth Layton's Beneficial Financial Group Experience March 2007 - February 2009
Job Administrative Assistant / Student
Industry Design
Experience
System Tech, Inc. January 2010 - October 2010
Beneficial Financial Group March 2007 - February 2009
Education
Boise State University 2008 — 2012
Brigham Young University - Idaho 2002 — 2005
AS Liberal Arts, Family and Consumer Science, Music, Graphic Design
System Tech, Inc. January 2010 - October 2010
Beneficial Financial Group March 2007 - February 2009
Education
Boise State University 2008 — 2012
Brigham Young University - Idaho 2002 — 2005
AS Liberal Arts, Family and Consumer Science, Music, Graphic Design
Gregory Blacker's Beneficial Financial Group Experience December 2004 - December 2009
Job Associate General Agent at Allegis Financial Partners
Industry Financial Services
Experience
Beneficial Financial Group December 2004 - December 2009
Ashley Furniture HomeStore December 2001 - December 2004
Education
Albertson College of Idaho 1994 — 1997
Bachelor's degree in Business Administration and Spanish, Business Administration/ Spanish
Boise State University 1993 — 1994
Beneficial Financial Group December 2004 - December 2009
Ashley Furniture HomeStore December 2001 - December 2004
Education
Albertson College of Idaho 1994 — 1997
Bachelor's degree in Business Administration and Spanish, Business Administration/ Spanish
Boise State University 1993 — 1994
Ben Warner's Beneficial Financial Group Experience April 2011 - August 2011
Job Data Analyst at InsideSales.com
Industry Investment Management
Experience
InsideSales.com May 2012 - Present
Beneficial Financial Group April 2011 - August 2011
Utah Fund of Funds May 2010 - August 2010
Utah Foundation 2010 - 2010
Brigham Young University 2007 - 2010
Skills
Data Analysis, Stata, Statistics, Econometrics, Microsoft Excel, R, Economics, Leadership, SPSS, SAS, Analysis, Salesforce.com, Spanish, Team Leadership, Forecasting, Research, Analytics
Education
Brigham Young University 2001 — 2008
B.S., Mathematics
InsideSales.com May 2012 - Present
Beneficial Financial Group April 2011 - August 2011
Utah Fund of Funds May 2010 - August 2010
Utah Foundation 2010 - 2010
Brigham Young University 2007 - 2010
Skills
Data Analysis, Stata, Statistics, Econometrics, Microsoft Excel, R, Economics, Leadership, SPSS, SAS, Analysis, Salesforce.com, Spanish, Team Leadership, Forecasting, Research, Analytics
Education
Brigham Young University 2001 — 2008
B.S., Mathematics
Abina Khawanju's Beneficial Financial Group Experience January 2011 - April 2011
Job Asset Management Senior at EY
Industry Accounting
Experience
EY December 2014 - Present
Connor Group January 2014 - October 2014
PwC September 2011 - December 2013
Beneficial Financial Group January 2011 - April 2011
Brigham Young University January 2010 - April 2011
Campus Studios January 2010 - May 2010
Brigham Young University September 2008 - March 2009
The Fast Biz March 2006 - August 2007
Skills
Accounting, Tax, Payroll, Analysis, Data Analysis, Microsoft Excel, Outlook, Cost Accounting, Time Management, Market Research, Bookkeeping, Journal Entries, Financial Analysis, Financial Modeling, PowerPoint, Financial Accounting, Auditing, Internal Controls
Education
Brigham Young University 2007 — 2011
Bachelor's degree, Accounting
EY December 2014 - Present
Connor Group January 2014 - October 2014
PwC September 2011 - December 2013
Beneficial Financial Group January 2011 - April 2011
Brigham Young University January 2010 - April 2011
Campus Studios January 2010 - May 2010
Brigham Young University September 2008 - March 2009
The Fast Biz March 2006 - August 2007
Skills
Accounting, Tax, Payroll, Analysis, Data Analysis, Microsoft Excel, Outlook, Cost Accounting, Time Management, Market Research, Bookkeeping, Journal Entries, Financial Analysis, Financial Modeling, PowerPoint, Financial Accounting, Auditing, Internal Controls
Education
Brigham Young University 2007 — 2011
Bachelor's degree, Accounting
Arun Bhatta's Beneficial Financial Group Experience August 2010 - December 2010
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2011 - Present
GLOBAL FINANCIAL ADVISORS January 2011 - September 2012
Network Operations, Office of IT, Brigham Young University November 2009 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Investments, Risk Management, Corporate Financial..., Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Statement..., Financial Analysis, Valuation, Portfolio Management, Morningstar, Fixed Income
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Finance
Budhanilkantha School 1995 — 2004
A -Levels, Physics, Chemistry, and Mathematics
Goldman Sachs July 2011 - Present
GLOBAL FINANCIAL ADVISORS January 2011 - September 2012
Network Operations, Office of IT, Brigham Young University November 2009 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Investments, Risk Management, Corporate Financial..., Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Statement..., Financial Analysis, Valuation, Portfolio Management, Morningstar, Fixed Income
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Finance
Budhanilkantha School 1995 — 2004
A -Levels, Physics, Chemistry, and Mathematics
Hardi Jenkins's Beneficial Financial Group Experience March 1997 - May 2011
Job Experienced Corporate Executive
Industry Financial Services
Experience
Beneficial Financial Group March 1997 - May 2011
Zions First National Bank 1983 - 1997
Skills
Fixed Annuities, Financial Analysis, Retirement Planning, Leadership, Management, Insurance, Risk Management, Budgets, Analysis, Financial Reporting, Pricing, Life Insurance, Marketing, Banking, Investments, Strategic Planning, Customer Service, Financial Modeling, Product Management, Strategy
Education
Brigham Young University 1983 — 1988
MS, Economics
Beneficial Financial Group March 1997 - May 2011
Zions First National Bank 1983 - 1997
Skills
Fixed Annuities, Financial Analysis, Retirement Planning, Leadership, Management, Insurance, Risk Management, Budgets, Analysis, Financial Reporting, Pricing, Life Insurance, Marketing, Banking, Investments, Strategic Planning, Customer Service, Financial Modeling, Product Management, Strategy
Education
Brigham Young University 1983 — 1988
MS, Economics
Daniel Milligan's Beneficial Financial Group Experience November 2006 - February 2008
Job Financial Professional at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments November 2012 - August 2014
Fidelity Investments October 2010 - August 2014
Fidelity Investments March 2008 - October 2010
Beneficial Financial Group November 2006 - February 2008
Utah Community Credit Union August 2005 - October 2006
Education
Brigham Young University 2000 — 2003
Bachelor of Arts (B.A.)
Fidelity Investments August 2014 - Present
Fidelity Investments November 2012 - August 2014
Fidelity Investments October 2010 - August 2014
Fidelity Investments March 2008 - October 2010
Beneficial Financial Group November 2006 - February 2008
Utah Community Credit Union August 2005 - October 2006
Education
Brigham Young University 2000 — 2003
Bachelor of Arts (B.A.)
Cathy Hieber's Beneficial Financial Group Experience 1986 - 1987
Job
Industry Accounting
Experience
Gentiva Health Services November 1987 - Present
Gentiva Health Services November 1988 - November 1989
Gentiva Health Services November 1987 - November 1988
RO Corporaton 1986 - 1987
Beneficial Financial Group 1986 - 1987
Skills
Healthcare Information..., Deferred Compensation, Employee Benefits, Healthcare, Employee Relations, Managed Care, Medicare, Nursing, HIPAA, Revenue Cycle, Process Improvement, PeopleSoft, Payroll, Microsoft Excel, Leadership, Home Care
Education
Brown Mackie College-Kansas City 1987 — 1989
Associate's degree, Accounting
Johnson County Community College 1985 — 1986
Gentiva Health Services November 1987 - Present
Gentiva Health Services November 1988 - November 1989
Gentiva Health Services November 1987 - November 1988
RO Corporaton 1986 - 1987
Beneficial Financial Group 1986 - 1987
Skills
Healthcare Information..., Deferred Compensation, Employee Benefits, Healthcare, Employee Relations, Managed Care, Medicare, Nursing, HIPAA, Revenue Cycle, Process Improvement, PeopleSoft, Payroll, Microsoft Excel, Leadership, Home Care
Education
Brown Mackie College-Kansas City 1987 — 1989
Associate's degree, Accounting
Johnson County Community College 1985 — 1986
Emily Eckley's Beneficial Financial Group Experience August 2011 - December 2011
Job Financial Analyst at Cisco
Industry Financial Services
Experience
Cisco Systems September 2014 - April 2015
Cisco Systems August 2013 - August 2014
Novell September 2011 - May 2013
BYU Global Financial Advisors September 2012 - April 2013
Cisco Systems June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Marriott School of Management - BYU June 2011 - July 2011
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Business Management; Finance Emphasis
Cisco Systems September 2014 - April 2015
Cisco Systems August 2013 - August 2014
Novell September 2011 - May 2013
BYU Global Financial Advisors September 2012 - April 2013
Cisco Systems June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Marriott School of Management - BYU June 2011 - July 2011
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Business Management; Finance Emphasis
Biva Sherchan's Beneficial Financial Group Experience May 2012 - August 2012
Job Operation Analyst
Industry Investment Banking
Experience
Goldman Sachs January 2013 - Present
Metropolitan Water District of Salt Lake & Sandy October 2012 - Present
Brigham Young University January 2012 - October 2012
Beneficial Financial Group May 2012 - August 2012
Brigham Young University January 2010 - May 2010
Skills
Statistics, Actuarial Science, SAS, Data Analysis, R, Statistical Modeling, Access, Stata, Calculus, LaTeX, Microsoft Excel, Time Series Analysis, Linear Algebra, Probability, Econometrics, Teaching, PowerPoint, SAS programming, Bloomberg Terminal
Education
Brigham Young University 2008 — 2012
BS-Actuarial Science
Goldman Sachs January 2013 - Present
Metropolitan Water District of Salt Lake & Sandy October 2012 - Present
Brigham Young University January 2012 - October 2012
Beneficial Financial Group May 2012 - August 2012
Brigham Young University January 2010 - May 2010
Skills
Statistics, Actuarial Science, SAS, Data Analysis, R, Statistical Modeling, Access, Stata, Calculus, LaTeX, Microsoft Excel, Time Series Analysis, Linear Algebra, Probability, Econometrics, Teaching, PowerPoint, SAS programming, Bloomberg Terminal
Education
Brigham Young University 2008 — 2012
BS-Actuarial Science
Daniel Anderson, CFA's Beneficial Financial Group Experience July 2008 - Present
Job Senior Portfolio Manager at Beneficial Financial Group
Industry Financial Services
Experience
Beneficial Financial Group July 2008 - Present
Education
Brigham Young University
Bachelor's Degree, Finance
University of Utah
Master's Degree, Finance
Beneficial Financial Group July 2008 - Present
Education
Brigham Young University
Bachelor's Degree, Finance
University of Utah
Master's Degree, Finance
Patty Oday's Beneficial Financial Group Experience 2003 - 2004
Job Hospice Nurse at LPN
Industry Staffing and Recruiting
Experience
Carrol S. Roberson Hospice July 2012 - Present
Nursefinders September 2011 - Present
Woodlands Rehabilitation Ctr March 2011 - November 2012
Prison Health Services 2011 - 2011
Kids First Pediatrics 2008 - 2009
The Sports Center 2005 - 2006
Beneficial Financial Group 2003 - 2004
Finance Center Federal Credit Union 2001 - 2002
Bank of America 1999 - 2001
AAFES 1997 - 1999
Skills
Healthcare Management, Team Building, Hospitals, Research, Healthcare, Microsoft Office, Leadership, Nutrition, Customer Service, Nursing, Training, Strategic Planning, Recruiting, Public Speaking, BLS, Clinical Research, Coaching, Home Care
Education
Armstrong State University 2012 — 2016
BSN, Nursing
Carrol S. Roberson Hospice July 2012 - Present
Nursefinders September 2011 - Present
Woodlands Rehabilitation Ctr March 2011 - November 2012
Prison Health Services 2011 - 2011
Kids First Pediatrics 2008 - 2009
The Sports Center 2005 - 2006
Beneficial Financial Group 2003 - 2004
Finance Center Federal Credit Union 2001 - 2002
Bank of America 1999 - 2001
AAFES 1997 - 1999
Skills
Healthcare Management, Team Building, Hospitals, Research, Healthcare, Microsoft Office, Leadership, Nutrition, Customer Service, Nursing, Training, Strategic Planning, Recruiting, Public Speaking, BLS, Clinical Research, Coaching, Home Care
Education
Armstrong State University 2012 — 2016
BSN, Nursing
DONNA WIESNER's Beneficial Financial Group Experience January 1974 - January 1980
Job Admin. Assist. at Wiesner Law Advocates In Aging
Industry Law Practice
Experience
Wiesner Law Advocates In Aging January 1983 - Present
Beneficial Financial Group January 1974 - January 1980
Education
Buffalo State College 1970 — 1973
BS, Elementary Education
American University 1969 — 1970
Wiesner Law Advocates In Aging January 1983 - Present
Beneficial Financial Group January 1974 - January 1980
Education
Buffalo State College 1970 — 1973
BS, Elementary Education
American University 1969 — 1970
Duanio Brooks's Beneficial Financial Group Experience September 1978 - November 2000
Job assembly at General Cable
Industry Electrical/Electronic Manufacturing
Experience
General Cable April 2007 - Present
John Stuckey FORD April 2001 - December 2006
Beneficial Financial Group September 1978 - November 2000
Education
Bob Jones University 1970 — 1974
Business, Management, Marketing, and Related Support Services
General Cable April 2007 - Present
John Stuckey FORD April 2001 - December 2006
Beneficial Financial Group September 1978 - November 2000
Education
Bob Jones University 1970 — 1974
Business, Management, Marketing, and Related Support Services
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO