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
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Beneficial Financial Group Employees
Employee
Years
Job
Industry
Jeff Hurst Jeff Hurst's Beneficial Financial Group Experience October 2005 - October 2009
Job CPA, Owner Hurst and Company PLLC
Industry Accounting
Experience
Hurst and Company PLLC October 2014 - Present
Sielaff and Hurst LLC October 2009 - October 2014
Beneficial Financial Group October 2005 - October 2009
KPMG June 2003 - October 2005
Skills
Tax Preparation, Tax Planning, Accounting, Tax, Financial Reporting, Income Tax, Small Business, Financial Accounting, Estate Planning, GAAP, Cash Flow, Financial Goals, Personal Finance, Financial Statement..., Corporate Tax, Retirement Planning, Financial Planners, CPA, Finance, Partnership Taxation, Tax Accounting, Financial Planning, Strategic Financial..., Financial Analysis, Customer Service, Management, Strategic Planning
Education
Brigham Young University 1999 — 2003
MAcc, Tax, Accounting and Taxation
Ricks College 1998 — 1999
Associate's degree, General Studies
Hurst and Company PLLC October 2014 - Present
Sielaff and Hurst LLC October 2009 - October 2014
Beneficial Financial Group October 2005 - October 2009
KPMG June 2003 - October 2005
Skills
Tax Preparation, Tax Planning, Accounting, Tax, Financial Reporting, Income Tax, Small Business, Financial Accounting, Estate Planning, GAAP, Cash Flow, Financial Goals, Personal Finance, Financial Statement..., Corporate Tax, Retirement Planning, Financial Planners, CPA, Finance, Partnership Taxation, Tax Accounting, Financial Planning, Strategic Financial..., Financial Analysis, Customer Service, Management, Strategic Planning
Education
Brigham Young University 1999 — 2003
MAcc, Tax, Accounting and Taxation
Ricks College 1998 — 1999
Associate's degree, General Studies
Matthew Naegle Matthew Naegle's Beneficial Financial Group Experience January 2010 - April 2010
Job Student at Rocky Vista University College of Osteopathic Medicine
Industry Medical Practice
Experience
Rocky Vista University July 2013 - Present
CRI Lifetree November 2012 - July 2013
University of Utah September 2011 - May 2012
Bariatric Medical Institute of Utah March 2011 - February 2012
Key Bank June 2010 - October 2010
Beneficial Financial Group January 2010 - April 2010
Key Bank May 2009 - September 2009
Skills
Research, Microsoft Excel, Spanish, Clinical Research, Microsoft Office, Medical Terminology, Healthcare, Medical Research, Clinical Trials, Data Analysis, Investments, Portfolio Management, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Word, Sales
Education
Rocky Vista University 2013 — 2017
Doctor of Osteopathic Medicine (D.O.), Medicine
University of Utah 2010 — 2012
Pre-Med
Brigham Young University 2007 — 2010
BS, Management
Rocky Vista University July 2013 - Present
CRI Lifetree November 2012 - July 2013
University of Utah September 2011 - May 2012
Bariatric Medical Institute of Utah March 2011 - February 2012
Key Bank June 2010 - October 2010
Beneficial Financial Group January 2010 - April 2010
Key Bank May 2009 - September 2009
Skills
Research, Microsoft Excel, Spanish, Clinical Research, Microsoft Office, Medical Terminology, Healthcare, Medical Research, Clinical Trials, Data Analysis, Investments, Portfolio Management, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Word, Sales
Education
Rocky Vista University 2013 — 2017
Doctor of Osteopathic Medicine (D.O.), Medicine
University of Utah 2010 — 2012
Pre-Med
Brigham Young University 2007 — 2010
BS, Management
Ryan Morgenegg Ryan Morgenegg's Beneficial Financial Group Experience 2002 - 2009
Job Multimedia Design Specialist at Deseret Morning News
Industry Newspapers
Experience
Deseret Morning News September 2009 - Present
Beneficial Financial Group 2002 - 2009
International Sports Broadcasting 2000 - 2002
Skills
Social Networking, Video Editing, Video Production, Social Media, Marketing, Management, Copy Editing, News Writing, AP Style, Editing, Journalism, Blogging, Creative Writing, YouTube
Education
University of Phoenix 2008 — 2011
MBA, Business
University of California, Berkeley 2000 — 2000
A+ Computer Certification
University of California, Santa Cruz 1999 — 1999
Graphic Design Certificate
Brigham Young University 1994 — 1997
BA, Communications
University of Utah 1992 — 1992
Communications
Southern Utah University 1991 — 1991
Communications
Deseret Morning News September 2009 - Present
Beneficial Financial Group 2002 - 2009
International Sports Broadcasting 2000 - 2002
Skills
Social Networking, Video Editing, Video Production, Social Media, Marketing, Management, Copy Editing, News Writing, AP Style, Editing, Journalism, Blogging, Creative Writing, YouTube
Education
University of Phoenix 2008 — 2011
MBA, Business
University of California, Berkeley 2000 — 2000
A+ Computer Certification
University of California, Santa Cruz 1999 — 1999
Graphic Design Certificate
Brigham Young University 1994 — 1997
BA, Communications
University of Utah 1992 — 1992
Communications
Southern Utah University 1991 — 1991
Communications
Subi Nam Subi Nam's Beneficial Financial Group Experience January 2012 - April 2012
Job Procurement Contract Analyst
Industry Airlines/Aviation
Experience
Allegiant Air June 2012 - Present
Marketecture January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Procurement, Project Management, Contract Management, Contract Negotiation, Ground Support Equipment, Purchasing, Airline Management, Ground Handling, Airport Management, A319, A320, B757, MD80, Airlines, Aircraft, Catering, Income Tax, QuickBooks, Microsoft Office, Financial Accounting, Bloomberg Terminal, International Tax, SQL, Multilingual, Photoshop, Financial Analysis, CPA, Accounting, Auditing, Microsoft Excel, Data Analysis
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Boeing Airline planning Seminar 2014 — 2014
Airline Planning Seminar
Allegiant Air June 2012 - Present
Marketecture January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Procurement, Project Management, Contract Management, Contract Negotiation, Ground Support Equipment, Purchasing, Airline Management, Ground Handling, Airport Management, A319, A320, B757, MD80, Airlines, Aircraft, Catering, Income Tax, QuickBooks, Microsoft Office, Financial Accounting, Bloomberg Terminal, International Tax, SQL, Multilingual, Photoshop, Financial Analysis, CPA, Accounting, Auditing, Microsoft Excel, Data Analysis
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Boeing Airline planning Seminar 2014 — 2014
Airline Planning Seminar
Chris Barry Chris Barry's Beneficial Financial Group Experience 1991 - 1994
Job Senior Mortgage Banker NMLS 234461 / 857413 / 1850 American Pacific Mortgage (equal housing lender)
Industry Financial Services
Experience
American Pacific Mortgage (equal housing lender) November 2011 - Present
Washington County Sheriffs Office April 2009 - Present
Allied Home Mortgage 2002 - October 2011
Lending Resource Corporation August 2001 - April 2004
OAMP 2001 - 2002
Money Source 1997 - 2002
Wells Fargo Home Mortgage 1999 - 2001
Ford Consumer Finance 1993 - 1995
Beneficial Financial Group 1991 - 1994
Skills
Loan Origination, Loan Servicing, Quality Management, Mortgage Lending, FHA, Loans, VA, Refinance, Mortgage Banking, Investment Properties, Finance, Sellers, Government Loans, VA loans, Foreclosures, REO, Credit, Residential Homes, Reverse Mortgages, FHA financing, Real Estate, Management, Residential Mortgages, Investors, Real Estate Transactions, Commercial Mortgages, Short Sales, Negotiation, Marketing, USDA, Certified Mortgage..., First Time Home Buyers, Underwriting, Home Equity Loans, Mortgage Underwriting, Real Estate Financing, Mortgage Marketing, Construction Loans, Real Estate Economics, Home Equity Lines of..., Debt Consolidation, HUD, Loss Mitigation
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Political Science
Chester High School 1981 — 1984
GED, General
American Pacific Mortgage (equal housing lender) November 2011 - Present
Washington County Sheriffs Office April 2009 - Present
Allied Home Mortgage 2002 - October 2011
Lending Resource Corporation August 2001 - April 2004
OAMP 2001 - 2002
Money Source 1997 - 2002
Wells Fargo Home Mortgage 1999 - 2001
Ford Consumer Finance 1993 - 1995
Beneficial Financial Group 1991 - 1994
Skills
Loan Origination, Loan Servicing, Quality Management, Mortgage Lending, FHA, Loans, VA, Refinance, Mortgage Banking, Investment Properties, Finance, Sellers, Government Loans, VA loans, Foreclosures, REO, Credit, Residential Homes, Reverse Mortgages, FHA financing, Real Estate, Management, Residential Mortgages, Investors, Real Estate Transactions, Commercial Mortgages, Short Sales, Negotiation, Marketing, USDA, Certified Mortgage..., First Time Home Buyers, Underwriting, Home Equity Loans, Mortgage Underwriting, Real Estate Financing, Mortgage Marketing, Construction Loans, Real Estate Economics, Home Equity Lines of..., Debt Consolidation, HUD, Loss Mitigation
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Political Science
Chester High School 1981 — 1984
GED, General
Sharon Ricks's Beneficial Financial Group Experience May 2007 - June 2009
Job Director of Development at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
Allegis Financial Partners June 2009 - June 2014
OneAmerica Financial Partners Inc. 2009 - June 2014
Beneficial Financial Group May 2007 - June 2009
China Rural Education Foundation 2007 - 2009
BYU-Idaho September 2005 - May 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Loans, Credit Analysis, Life Insurance, Series 7, 401k, Leadership, Investments
Education
BYU-Idaho 2001 — 2007
Communications, Minor: chinese and business
MassMutual Financial Group June 2014 - Present
Allegis Financial Partners June 2009 - June 2014
OneAmerica Financial Partners Inc. 2009 - June 2014
Beneficial Financial Group May 2007 - June 2009
China Rural Education Foundation 2007 - 2009
BYU-Idaho September 2005 - May 2007
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Loans, Credit Analysis, Life Insurance, Series 7, 401k, Leadership, Investments
Education
BYU-Idaho 2001 — 2007
Communications, Minor: chinese and business
RAYMOND COOK RAYMOND COOK's Beneficial Financial Group Experience 1992 - 2001
Job Sales at Behavioral Parenting
Industry E-Learning
Experience
BehavioralParenting.com 2014 - Present
AbaTrainingCenter.com 2013 - Present
Storyworkz Entertainment 2014 - 2015
Pacific Autism Center Inc. 2004 - 2013
Terminix 2001 - 2004
Beneficial Financial Group 1992 - 2001
Bowman Distribution / Barnes Group 1990 - 1992
Skills
Account Management, Sales Management, Salesforce.com, Business Development, Marketing, Selling, Customer Service, Marketing Strategy, CRM, Social Media Marketing, Negotiation, Strategic Planning, Sales Process, Direct Sales, Sales Operations, Cold Calling, B2B, Solution Selling, Sales Presentations, Lead Generation, Key Account Management
Education
Brigham Young University - Hawaii 1979 — 1981
Business Administration and Management, General
BehavioralParenting.com 2014 - Present
AbaTrainingCenter.com 2013 - Present
Storyworkz Entertainment 2014 - 2015
Pacific Autism Center Inc. 2004 - 2013
Terminix 2001 - 2004
Beneficial Financial Group 1992 - 2001
Bowman Distribution / Barnes Group 1990 - 1992
Skills
Account Management, Sales Management, Salesforce.com, Business Development, Marketing, Selling, Customer Service, Marketing Strategy, CRM, Social Media Marketing, Negotiation, Strategic Planning, Sales Process, Direct Sales, Sales Operations, Cold Calling, B2B, Solution Selling, Sales Presentations, Lead Generation, Key Account Management
Education
Brigham Young University - Hawaii 1979 — 1981
Business Administration and Management, General
Julio Estrada's Beneficial Financial Group Experience September 2014 - Present
Job Attended Brigham Young University
Industry Financial Services
Experience
Beneficial Financial Group September 2014 - Present
Brigham Young University July 2014 - May 2015
Atlantic Trust Private Wealth September 2014 - December 2014
Brigham Young University September 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, HTML, SQL, Microsoft Word, JavaScript, Financial Reporting, CSS, Web Development, VBA
Education
Brigham Young University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Beneficial Financial Group September 2014 - Present
Brigham Young University July 2014 - May 2015
Atlantic Trust Private Wealth September 2014 - December 2014
Brigham Young University September 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, HTML, SQL, Microsoft Word, JavaScript, Financial Reporting, CSS, Web Development, VBA
Education
Brigham Young University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Tyson Oldham's Beneficial Financial Group Experience 2012 - 2012
Job FLDP Analyst at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson - WW Headquarters - Pharmaceuticals June 2015 - Present
Johnson & Johnson - Acclarent, Inc. May 2014 - June 2015
Tucanos Brazillian Grill September 2011 - May 2014
Johnson & Johnson January 2013 - July 2013
Intermountain Financial Group MassMutual May 2012 - December 2012
Beneficial Financial Group 2012 - 2012
BYU Aspen Grove Family Camp May 2011 - August 2011
Skills
Financial Analysis, Chinese, Leadership, Microsoft Excel, Accounting, People Skills, Chinese culture, Integrity, Hard Worker, Microsoft Office, PowerPoint, Teaching, Management, Cost Accounting, Public Speaking, Customer Service, Process Improvement, Lesson Planning
Education
Brigham Young University 2007 — 2014
BS Finance, Chinese Minor, 3.75
Chatfield Senior High School 2003 — 2007
3.93
Johnson & Johnson - WW Headquarters - Pharmaceuticals June 2015 - Present
Johnson & Johnson - Acclarent, Inc. May 2014 - June 2015
Tucanos Brazillian Grill September 2011 - May 2014
Johnson & Johnson January 2013 - July 2013
Intermountain Financial Group MassMutual May 2012 - December 2012
Beneficial Financial Group 2012 - 2012
BYU Aspen Grove Family Camp May 2011 - August 2011
Skills
Financial Analysis, Chinese, Leadership, Microsoft Excel, Accounting, People Skills, Chinese culture, Integrity, Hard Worker, Microsoft Office, PowerPoint, Teaching, Management, Cost Accounting, Public Speaking, Customer Service, Process Improvement, Lesson Planning
Education
Brigham Young University 2007 — 2014
BS Finance, Chinese Minor, 3.75
Chatfield Senior High School 2003 — 2007
3.93
Cynthia Peel Cynthia Peel's Beneficial Financial Group Experience 1995 - 1996
Job Director/Small Business & Group Benefits Specialist at LegalShield, Inc.
Industry Legal Services
Experience
LegalShield, Inc. July 2009 - Present
Bank of America May 1989 - September 2009
Equoqest International 2005 - 2007
Beneficial Financial Group 1995 - 1996
Prudential Financial 1993 - 1995
Skills
Spanish, Organizational..., Public Speaking
Education
California State University-San Bernardino 2000 — 2004
Economics and Social and Behavioral Sciences
San Bernardino Valley College 1990 — 1991
LegalShield, Inc. July 2009 - Present
Bank of America May 1989 - September 2009
Equoqest International 2005 - 2007
Beneficial Financial Group 1995 - 1996
Prudential Financial 1993 - 1995
Skills
Spanish, Organizational..., Public Speaking
Education
California State University-San Bernardino 2000 — 2004
Economics and Social and Behavioral Sciences
San Bernardino Valley College 1990 — 1991
Michael Barney's Beneficial Financial Group Experience September 2009 - December 2009
Job Supervisor FX/FXO Middle Office Controls at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland October 2013 - Present
Royal Bank of Scotland October 2012 - October 2013
Royal Bank of Scotland May 2011 - October 2012
Nu Skin Enterprises November 2007 - March 2011
Beneficial Financial Group September 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints September 2005 - September 2007
Skills
Financial Analysis, Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Analysis, Training, Management, Public Speaking
Education
Brigham Young University 2008 — 2011
Business Management, Finance
Royal Bank of Scotland October 2013 - Present
Royal Bank of Scotland October 2012 - October 2013
Royal Bank of Scotland May 2011 - October 2012
Nu Skin Enterprises November 2007 - March 2011
Beneficial Financial Group September 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints September 2005 - September 2007
Skills
Financial Analysis, Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Analysis, Training, Management, Public Speaking
Education
Brigham Young University 2008 — 2011
Business Management, Finance
Ryan Galati's Beneficial Financial Group Experience August 2012 - December 2012
Job Accounts Receivable Manager at MyComputerCareer.com
Industry Financial Services
Experience
Dodge and Cox February 2015 - Present
MyComputerCareer.com January 2011 - February 2015
TechMedia Network January 2013 - April 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University October 2009 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Leadership, Process Improvement, Economics, Financial Modeling, Market Research, Finance, Spanish
Education
Brigham Young University 2009 — 2013
BS, Economics
Dodge and Cox February 2015 - Present
MyComputerCareer.com January 2011 - February 2015
TechMedia Network January 2013 - April 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University October 2009 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Leadership, Process Improvement, Economics, Financial Modeling, Market Research, Finance, Spanish
Education
Brigham Young University 2009 — 2013
BS, Economics
Jacob Kunzler Jacob Kunzler's Beneficial Financial Group Experience September 2014 - April 2015
Job Support Rep at Basecamp Franchising
Industry Retail
Experience
Basecamp Franchising April 2015 - Present
Beneficial Financial Group September 2014 - April 2015
Brigham Young University August 2013 - December 2013
The Academy for Creating Enterprise January 2013 - August 2013
RSF Social Finance 2013 - 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University August 2011 - December 2012
Brigham Young University January 2011 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - June 2011
Skills
Teaching, Research, Teacher Training, Writing, Portuguese, Brazil, Brazilian Portuguese, Spanish, Language Skills, Language Teaching, Language Development, Editing, English, Public Speaking, Bloomberg, Higher Education, Translation, Tutoring, Foreign Languages, Finance, Strategy, Statistics, Mathematics, Time Management, Creative Writing, Microsoft Word, International..., Stata, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Social Media, Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (BS), Finance, General
Basecamp Franchising April 2015 - Present
Beneficial Financial Group September 2014 - April 2015
Brigham Young University August 2013 - December 2013
The Academy for Creating Enterprise January 2013 - August 2013
RSF Social Finance 2013 - 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University August 2011 - December 2012
Brigham Young University January 2011 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - June 2011
Skills
Teaching, Research, Teacher Training, Writing, Portuguese, Brazil, Brazilian Portuguese, Spanish, Language Skills, Language Teaching, Language Development, Editing, English, Public Speaking, Bloomberg, Higher Education, Translation, Tutoring, Foreign Languages, Finance, Strategy, Statistics, Mathematics, Time Management, Creative Writing, Microsoft Word, International..., Stata, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Social Media, Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (BS), Finance, General
Marco Saenz Marco Saenz's Beneficial Financial Group Experience November 2002 - March 2009
Job Account Executive/Sales Professsional
Industry Consumer Services
Experience
Central Texas College September 2012 - December 2014
Home Depot November 2010 - October 2011
RAM July 2010 - October 2010
Beneficial Financial Group November 2002 - March 2009
Skills
Sales Management, Management, Leadership, Customer Service, Sales, Account Management, Business Development, New Business Development, Negotiation, Team Building, Microsoft Office
Education
Central Texas College 2012 — 2014
Associates of Applied Science, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance, HVAC Universal ;Certificate 686165532630
Central Texas College September 2012 - December 2014
Home Depot November 2010 - October 2011
RAM July 2010 - October 2010
Beneficial Financial Group November 2002 - March 2009
Skills
Sales Management, Management, Leadership, Customer Service, Sales, Account Management, Business Development, New Business Development, Negotiation, Team Building, Microsoft Office
Education
Central Texas College 2012 — 2014
Associates of Applied Science, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance, HVAC Universal ;Certificate 686165532630
Patreeze Pearce Patreeze Pearce's Beneficial Financial Group Experience March 2005 - January 2007
Job LCAM, Realtor , United Realty Group Inc.
Industry Real Estate
Experience
United Realty Group, Inc. December 2013 - Present
Golden Sands South Florida Realty June 2010 - December 2013
Carnival Cruise Lines May 2008 - May 2010
Beneficial Financial Group March 2005 - January 2007
Skills
Real Estate, Residential Homes, Commercial Real Estate, Investment Properties, Property Management, First Time Home Buyers, New Home Sales, Listings, Condos, Waterfront, Property, Real Estate Transactions
Education
Kaplan University 2008 — 2011
Business Administration and Management, General
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Criminal Justice/Safety Studies
Dewitt Clinton High School 1997 — 2001
High School, Medical
United Realty Group, Inc. December 2013 - Present
Golden Sands South Florida Realty June 2010 - December 2013
Carnival Cruise Lines May 2008 - May 2010
Beneficial Financial Group March 2005 - January 2007
Skills
Real Estate, Residential Homes, Commercial Real Estate, Investment Properties, Property Management, First Time Home Buyers, New Home Sales, Listings, Condos, Waterfront, Property, Real Estate Transactions
Education
Kaplan University 2008 — 2011
Business Administration and Management, General
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Criminal Justice/Safety Studies
Dewitt Clinton High School 1997 — 2001
High School, Medical
Michael Aslanian's Beneficial Financial Group Experience January 2015 - April 2015
Job Analyst Intern at Mogul Capital
Industry Financial Services
Experience
Mogul Capital June 2015 - Present
Peak Capital Partners February 2015 - May 2015
Beneficial Financial Group January 2015 - April 2015
Clarke Capital Partners January 2015 - March 2015
Room Choice - Student Housing Software October 2014 - December 2014
Alterra Pest Control April 2014 - August 2014
CLEARLINK September 2013 - April 2014
Globe Aware October 2013 - October 2013
Vivint March 2013 - August 2013
Skills
Microsoft Excel, Accounting, Public Speaking, Customer Service, Microsoft Office, Microsoft Word, Sales, Data Analysis, Finance, Financial Modeling
Education
Brigham Young University 2011 — 2016
Bachelor's Degree, Business Management
Brigham Young University 2011 — 2016
Finance
Mogul Capital June 2015 - Present
Peak Capital Partners February 2015 - May 2015
Beneficial Financial Group January 2015 - April 2015
Clarke Capital Partners January 2015 - March 2015
Room Choice - Student Housing Software October 2014 - December 2014
Alterra Pest Control April 2014 - August 2014
CLEARLINK September 2013 - April 2014
Globe Aware October 2013 - October 2013
Vivint March 2013 - August 2013
Skills
Microsoft Excel, Accounting, Public Speaking, Customer Service, Microsoft Office, Microsoft Word, Sales, Data Analysis, Finance, Financial Modeling
Education
Brigham Young University 2011 — 2016
Bachelor's Degree, Business Management
Brigham Young University 2011 — 2016
Finance
Weston Teshima Weston Teshima's Beneficial Financial Group Experience October 2011 - December 2011
Job Planning Analyst at Walmart
Industry Retail
Experience
Walmart January 2014 - Present
Brigham Young University August 2013 - December 2013
BYU Treasury Services August 2010 - August 2013
Precoa 2013 - 2013
Walmart Stores, Inc April 2012 - August 2012
Beneficial Financial Group October 2011 - December 2011
Teshima Landscaping Company January 1999 - January 2006
Education
Brigham Young University
Bachelor of Science, Finance
Walmart January 2014 - Present
Brigham Young University August 2013 - December 2013
BYU Treasury Services August 2010 - August 2013
Precoa 2013 - 2013
Walmart Stores, Inc April 2012 - August 2012
Beneficial Financial Group October 2011 - December 2011
Teshima Landscaping Company January 1999 - January 2006
Education
Brigham Young University
Bachelor of Science, Finance
Jaren Rogers Jaren Rogers's Beneficial Financial Group Experience September 2014 - December 2014
Job Finance
Industry Financial Services
Experience
Beneficial Financial Group September 2014 - December 2014
Roland Equity Partners September 2014 - December 2014
Valley Behavioral Health May 2014 - August 2014
Technology and Venture Commercialization Office November 2013 - March 2014
Fidelity Investments January 2013 - August 2013
BD Medical November 2012 - January 2013
RenewableTech Ventures January 2012 - April 2012
Melaleuca: The Wellness Company January 2011 - April 2011
Capital Connect January 2010 - April 2010
Big 5 Sporting Goods April 2008 - December 2008
Skills
Excel, Word, PowerPoint, Inventory Management, Forecasting, Retail, Economics, Supply Chain, Research, Corporate Finance, Financial Economics, Entrepreneurship, JD Edwards, Advertising Sales, Training & Development, SEO, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Finance, Investments, Mutual Funds, IRAs, Brokerage Accounts, Stock Trading, Management, Analysis, Microsoft Office, Sales, Account Management, Time Management, Customer Service, Market Research
Education
University of Utah - David Eccles School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business, Finance, Entrepreneurship, Economics, 3.6
Beneficial Financial Group September 2014 - December 2014
Roland Equity Partners September 2014 - December 2014
Valley Behavioral Health May 2014 - August 2014
Technology and Venture Commercialization Office November 2013 - March 2014
Fidelity Investments January 2013 - August 2013
BD Medical November 2012 - January 2013
RenewableTech Ventures January 2012 - April 2012
Melaleuca: The Wellness Company January 2011 - April 2011
Capital Connect January 2010 - April 2010
Big 5 Sporting Goods April 2008 - December 2008
Skills
Excel, Word, PowerPoint, Inventory Management, Forecasting, Retail, Economics, Supply Chain, Research, Corporate Finance, Financial Economics, Entrepreneurship, JD Edwards, Advertising Sales, Training & Development, SEO, Microsoft Word, Microsoft Excel, Financial Analysis, Social Media, Finance, Investments, Mutual Funds, IRAs, Brokerage Accounts, Stock Trading, Management, Analysis, Microsoft Office, Sales, Account Management, Time Management, Customer Service, Market Research
Education
University of Utah - David Eccles School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2008 — 2012
Bachelor's Degree, Business, Finance, Entrepreneurship, Economics, 3.6
Owen Hullinger's Beneficial Financial Group Experience August 2012 - December 2012
Job Account Manager at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics June 2013 - Present
Beneficial Financial Group August 2012 - December 2012
Merrill Lynch October 2011 - December 2011
Policy Impact Communications 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Corporate Finance, DCF, Event Planning, Due Diligence, Leadership, Portfolio Management, Fixed Income, Finance, Problem Solving, Analysis, Market Research, Data Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance
Clearwater Analytics June 2013 - Present
Beneficial Financial Group August 2012 - December 2012
Merrill Lynch October 2011 - December 2011
Policy Impact Communications 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Corporate Finance, DCF, Event Planning, Due Diligence, Leadership, Portfolio Management, Fixed Income, Finance, Problem Solving, Analysis, Market Research, Data Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Finance
Taylor Wilkins Taylor Wilkins's Beneficial Financial Group Experience January 2012 - April 2012
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Taylor Beckstead Taylor Beckstead's Beneficial Financial Group Experience August 2011 - December 2011
Job Senior Financial Analyst at Greener Equity
Industry Financial Services
Experience
Greener Equity October 2014 - Present
Grant Thornton LLP September 2013 - October 2014
Grant Thornton LLP January 2013 - March 2013
Zions Bancorporation May 2012 - July 2012
BYU Economics Department August 2011 - February 2012
Beneficial Financial Group August 2011 - December 2011
St. Vincent's Health Systems August 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Financial Reporting, Economics, Accounting, Due Diligence, Business Valuation, Analysis, Corporate Finance, Investments, Mergers & Acquisitions, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
MAcc Valuation, Finance/Accounting
Brigham Young University 2006 — 2012
BA, Economics
Greener Equity October 2014 - Present
Grant Thornton LLP September 2013 - October 2014
Grant Thornton LLP January 2013 - March 2013
Zions Bancorporation May 2012 - July 2012
BYU Economics Department August 2011 - February 2012
Beneficial Financial Group August 2011 - December 2011
St. Vincent's Health Systems August 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, Financial Reporting, Economics, Accounting, Due Diligence, Business Valuation, Analysis, Corporate Finance, Investments, Mergers & Acquisitions, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
MAcc Valuation, Finance/Accounting
Brigham Young University 2006 — 2012
BA, Economics
Rachel Hymbaugh, MBA Rachel Hymbaugh, MBA's Beneficial Financial Group Experience May 2003 - November 2006
Job Big Picture Focused Key Account Manager
Industry Computer Software
Experience
Swiftpage April 2015 - Present
Wayin October 2014 - April 2015
SDL plc April 2013 - October 2014
ViaWest June 2011 - April 2013
SolutionStream September 2010 - June 2011
AddOns, Inc October 2007 - September 2010
CitiFinancial December 2006 - October 2007
Beneficial Financial Group May 2003 - November 2006
Iowa State University Foundation March 2001 - May 2003
Kent State University January 2000 - March 2001
Skills
Account Management, Direct Sales, Strategy, CRM, Sales Process, Sales, New Business Development, Management, Team Leadership, Solution Selling, Strategic Planning, Cloud Computing, Budgets, Sales Operations, Business Planning, SaaS, Marketing, Vendor Management, Product Management, Salesforce.com, Training, Business Intelligence, Cross-functional Team..., Marketing Strategy, Program Management, Email Marketing, Channel Partners, Cold Calling, Forecasting, Lead Generation, Data Center, Public Relations, Managed Services, Professional Services, Business Development, Enterprise Software, Selling, Strategic Partnerships, Coaching, Consulting, Income Statement, Employee Training, Telecommunications, Start-ups, ERP, Global Account..., Executive Reporting, Competitive Analysis, Budget Process, Globalization
Education
Concordia University-St. Paul 2010 — 2012
MBA, Organizational Leadership and Development
Iowa State University 1992 — 1996
BS, Horticulture
Swiftpage April 2015 - Present
Wayin October 2014 - April 2015
SDL plc April 2013 - October 2014
ViaWest June 2011 - April 2013
SolutionStream September 2010 - June 2011
AddOns, Inc October 2007 - September 2010
CitiFinancial December 2006 - October 2007
Beneficial Financial Group May 2003 - November 2006
Iowa State University Foundation March 2001 - May 2003
Kent State University January 2000 - March 2001
Skills
Account Management, Direct Sales, Strategy, CRM, Sales Process, Sales, New Business Development, Management, Team Leadership, Solution Selling, Strategic Planning, Cloud Computing, Budgets, Sales Operations, Business Planning, SaaS, Marketing, Vendor Management, Product Management, Salesforce.com, Training, Business Intelligence, Cross-functional Team..., Marketing Strategy, Program Management, Email Marketing, Channel Partners, Cold Calling, Forecasting, Lead Generation, Data Center, Public Relations, Managed Services, Professional Services, Business Development, Enterprise Software, Selling, Strategic Partnerships, Coaching, Consulting, Income Statement, Employee Training, Telecommunications, Start-ups, ERP, Global Account..., Executive Reporting, Competitive Analysis, Budget Process, Globalization
Education
Concordia University-St. Paul 2010 — 2012
MBA, Organizational Leadership and Development
Iowa State University 1992 — 1996
BS, Horticulture
June Cha June Cha's Beneficial Financial Group Experience September 2014 - 2014
Job Equity Analyst at BYU Global Financial Advisors
Industry Investment Management
Experience
BYU Global Financial Advisors January 2015 - Present
Klickn January 2015 - April 2015
Beneficial Financial Group September 2014 - 2014
Republic of Korea Army December 2009 - October 2011
Department of Defence on Nuclear, Biological, and Chemical Terrorism April 2010 - August 2011
K-water Water Resources Cooperation July 2009 - August 2009
Skills
Finance, Credit Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Data Analysis, Team Building, Strategic Planning, Financial Modeling
Education
Brigham Young University 2012 — 2016
Finance, Bachelor of Science (BS)
BYU Global Financial Advisors January 2015 - Present
Klickn January 2015 - April 2015
Beneficial Financial Group September 2014 - 2014
Republic of Korea Army December 2009 - October 2011
Department of Defence on Nuclear, Biological, and Chemical Terrorism April 2010 - August 2011
K-water Water Resources Cooperation July 2009 - August 2009
Skills
Finance, Credit Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Data Analysis, Team Building, Strategic Planning, Financial Modeling
Education
Brigham Young University 2012 — 2016
Finance, Bachelor of Science (BS)
James Romera's Beneficial Financial Group Experience 1992 - 2006
Job Financial Services with Allegis Investment Advisors
Industry Financial Services
Experience
Allegis Investment Advisors 2014 - Present
Beacon Financial Group 1996 - Present
Beneficial Financial Group 1992 - 2006
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Sales, Microsoft Word, Financial Analysis
Education
Washington High School
High School
Brigham Young University
Education
California State University Hayward
Allegis Investment Advisors 2014 - Present
Beacon Financial Group 1996 - Present
Beneficial Financial Group 1992 - 2006
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Sales, Microsoft Word, Financial Analysis
Education
Washington High School
High School
Brigham Young University
Education
California State University Hayward
Kim Hemenway Kim Hemenway's Beneficial Financial Group Experience February 2005 - July 2009
Job Team Leader at NUVI
Industry Computer Software
Experience
NUVI October 2013 - Present
Domo, Inc. May 2013 - October 2013
Intermountain Financial Group/ Massachusetts Mutual Life Insurance Company (MassMutual) July 2009 - May 2013
Beneficial Financial Group February 2005 - July 2009
Skills
Business Intelligence, SaaS, Software Solution Sales, Social Media, Sales Presentations, Social Media Strategist, Social Media Measurement, Social Media Marketing, Strategic Planning, Business Strategy, Marketing Strategy, Analytics, Competitive Analysis, Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA)
University of Utah 2002 — 2004
Bachelor of Science, Political Science
Salt Lake Community College 1999 — 2001
Associates of Science, Sociology
NUVI October 2013 - Present
Domo, Inc. May 2013 - October 2013
Intermountain Financial Group/ Massachusetts Mutual Life Insurance Company (MassMutual) July 2009 - May 2013
Beneficial Financial Group February 2005 - July 2009
Skills
Business Intelligence, SaaS, Software Solution Sales, Social Media, Sales Presentations, Social Media Strategist, Social Media Measurement, Social Media Marketing, Strategic Planning, Business Strategy, Marketing Strategy, Analytics, Competitive Analysis, Management
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA)
University of Utah 2002 — 2004
Bachelor of Science, Political Science
Salt Lake Community College 1999 — 2001
Associates of Science, Sociology
James Pace's Beneficial Financial Group Experience August 2011 - December 2011
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps July 2013 - February 2015
Excend Consulting July 2012 - January 2013
Beneficial Financial Group August 2011 - December 2011
Skills
Spanish, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Teaching, Valuation, Research, PowerPoint, Microsoft Word, Finance, Economics, Microsoft Office, Access, Market Research
Education
Brigham Young University 2006 — 2013
BS, Management - Finance
Duff & Phelps March 2015 - Present
Duff & Phelps July 2013 - February 2015
Excend Consulting July 2012 - January 2013
Beneficial Financial Group August 2011 - December 2011
Skills
Spanish, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Teaching, Valuation, Research, PowerPoint, Microsoft Word, Finance, Economics, Microsoft Office, Access, Market Research
Education
Brigham Young University 2006 — 2013
BS, Management - Finance
Jesse Sitterud's Beneficial Financial Group Experience 2006 - 2009
Job Owner at Sitterud Insurance Solutions
Industry Financial Services
Experience
Sitterud Insurance Solutions March 2012 - Present
The Cambridge Financial Center July 2010 - March 2012
Beneficial Financial Group 2006 - 2009
LDS Church January 2005 - April 2006
Nielson Construction April 2005 - August 2005
Skills
Retirement Planning, Retirement, Life Insurance, Insurance, Sales, Leadership, Public Speaking, Employee Benefits, New Business Development, Account Management, Small Business, Finance, Management Consulting, Investments, Strategic Financial..., Strategic Planning, Estate Planning, Risk Management, Wealth Management, Financial Services, Business Planning, Disability Insurance, Customer Service, Management, Team Building, Sales Management, Marketing
Education
Brigham Young University 2005 — 2007
BA, Russian
Sitterud Insurance Solutions March 2012 - Present
The Cambridge Financial Center July 2010 - March 2012
Beneficial Financial Group 2006 - 2009
LDS Church January 2005 - April 2006
Nielson Construction April 2005 - August 2005
Skills
Retirement Planning, Retirement, Life Insurance, Insurance, Sales, Leadership, Public Speaking, Employee Benefits, New Business Development, Account Management, Small Business, Finance, Management Consulting, Investments, Strategic Financial..., Strategic Planning, Estate Planning, Risk Management, Wealth Management, Financial Services, Business Planning, Disability Insurance, Customer Service, Management, Team Building, Sales Management, Marketing
Education
Brigham Young University 2005 — 2007
BA, Russian
Andras Ujhegyi Andras Ujhegyi's Beneficial Financial Group Experience 2004 - 2006
Job Senior Wholesale Manager at Invitel
Industry Telecommunications
Experience
Invitel January 2008 - Present
Invitel January 2008 - Present
Invitel November 2007 - Present
Trend Budapest 2006 - 2007
Beneficial Financial Group 2004 - 2006
Vivendi Telecom Hungary (Invitel) August 2002 - February 2004
Vivendi Telecom Hungary July 2001 - August 2002
Westel 900 1999 - June 2001
Ikarus Zrt. April 1998 - May 1999
Skills
Telecommunications, Business Strategy, Sales Management, Account Management, Solution Selling, VoIP, Direct Sales, IP, Telco, B2B, MPLS, Managed Services, Product Management, Mobile Devices, Team Management, Wireless, Internet Services, Mobile Communications, Sales, SDH, Business Development, Pre-sales, Marketing, Ethernet, Key Account Management, Channel Partners, GSM, 3G, Unified Communications, International Sales, Telecommunication..., Product Marketing, Broadband, Network Design, Routing, Cloud Computing, Telephony, Co-location, Wholesale
Education
Budapesti Gazdasági Főiskola 2000 — 2003
Economist, International Communications Specialization
Károlyi Mihály Gimnázium
Invitel January 2008 - Present
Invitel January 2008 - Present
Invitel November 2007 - Present
Trend Budapest 2006 - 2007
Beneficial Financial Group 2004 - 2006
Vivendi Telecom Hungary (Invitel) August 2002 - February 2004
Vivendi Telecom Hungary July 2001 - August 2002
Westel 900 1999 - June 2001
Ikarus Zrt. April 1998 - May 1999
Skills
Telecommunications, Business Strategy, Sales Management, Account Management, Solution Selling, VoIP, Direct Sales, IP, Telco, B2B, MPLS, Managed Services, Product Management, Mobile Devices, Team Management, Wireless, Internet Services, Mobile Communications, Sales, SDH, Business Development, Pre-sales, Marketing, Ethernet, Key Account Management, Channel Partners, GSM, 3G, Unified Communications, International Sales, Telecommunication..., Product Marketing, Broadband, Network Design, Routing, Cloud Computing, Telephony, Co-location, Wholesale
Education
Budapesti Gazdasági Főiskola 2000 — 2003
Economist, International Communications Specialization
Károlyi Mihály Gimnázium
Spencer Ring's Beneficial Financial Group Experience August 2011 - December 2011
Job Financial Analyst at IBM
Industry Information Technology and Services
Experience
IBM April 2015 - Present
Solutionreach January 2015 - April 2015
IBM February 2013 - January 2015
Brigham Young University January 2009 - December 2012
Brigham Young University May 2010 - July 2012
Beneficial Financial Group August 2011 - December 2011
Brigham Young University January 2011 - April 2011
Skills
Stata, Statistics, Microsoft Excel, SPSS, Bloomberg Terminal, Microsoft Office, Research, Financial Analysis, Econometrics, Forecasting
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Economics
IBM April 2015 - Present
Solutionreach January 2015 - April 2015
IBM February 2013 - January 2015
Brigham Young University January 2009 - December 2012
Brigham Young University May 2010 - July 2012
Beneficial Financial Group August 2011 - December 2011
Brigham Young University January 2011 - April 2011
Skills
Stata, Statistics, Microsoft Excel, SPSS, Bloomberg Terminal, Microsoft Office, Research, Financial Analysis, Econometrics, Forecasting
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Economics
Scott Hiatt Scott Hiatt's Beneficial Financial Group Experience August 2013 - December 2013
Job StudentBrigham Young University
Industry Financial Services
Experience
Brigham Young University December 2012 - Present
Honeywell May 2014 - August 2014
Beneficial Financial Group August 2013 - December 2013
NexTalk, Inc. January 2013 - April 2013
Don's Johns, Inc June 2011 - August 2012
Belmont Country Club September 2007 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning, HTML, Public Speaking, Negotiation, Spanish-speaking, Spanish, Social Media, Teamwork, Leadership
Education
Brigham Young University 2008 — 2015
Brigham Young University December 2012 - Present
Honeywell May 2014 - August 2014
Beneficial Financial Group August 2013 - December 2013
NexTalk, Inc. January 2013 - April 2013
Don's Johns, Inc June 2011 - August 2012
Belmont Country Club September 2007 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning, HTML, Public Speaking, Negotiation, Spanish-speaking, Spanish, Social Media, Teamwork, Leadership
Education
Brigham Young University 2008 — 2015
Tyrell Jensen Tyrell Jensen's Beneficial Financial Group Experience January 2009 - August 2009
Job Estate and Retirement Planner
Industry Financial Services
Experience
Allegis Financial Partners January 2014 - Present
Allegis Advisor Group February 2010 - November 2013
Beneficial Financial Group January 2009 - August 2009
Beneficial Financial Group February 2007 - April 2008
Jensen and Sons Estate and Retirement Planning April 2004 - February 2007
Skills
Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Strategic Financial..., IRAs, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Science (B.S.), Sociology
Allegis Financial Partners January 2014 - Present
Allegis Advisor Group February 2010 - November 2013
Beneficial Financial Group January 2009 - August 2009
Beneficial Financial Group February 2007 - April 2008
Jensen and Sons Estate and Retirement Planning April 2004 - February 2007
Skills
Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Strategic Financial..., IRAs, 401k, Estate Planning, Term Life Insurance, Wealth Management, Financial Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Science (B.S.), Sociology
Shraddha Chapagain Shraddha Chapagain's Beneficial Financial Group Experience September 2011 - December 2011
Job Tax Management Consultant
Industry Accounting
Experience
Deloitte January 2013 - Present
Goldman Sachs July 2012 - December 2012
Global Financial Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
PwC October 2009 - November 2009
Salem College August 2008 - May 2009
Salem College August 2007 - May 2008
Nabil Bank Ltd. June 2006 - February 2007
Skills
Accounting, Excel, Microsoft Office, PowerPoint, Word, Access, Bloomberg, Financial Analysis, Income Tax, Equity Research, DCF Valuation, Microsoft Excel, Microsoft Word, Budgets, Valuation, Finance, Leadership
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Salem College 2007 — 2009
Deloitte January 2013 - Present
Goldman Sachs July 2012 - December 2012
Global Financial Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
PwC October 2009 - November 2009
Salem College August 2008 - May 2009
Salem College August 2007 - May 2008
Nabil Bank Ltd. June 2006 - February 2007
Skills
Accounting, Excel, Microsoft Office, PowerPoint, Word, Access, Bloomberg, Financial Analysis, Income Tax, Equity Research, DCF Valuation, Microsoft Excel, Microsoft Word, Budgets, Valuation, Finance, Leadership
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Salem College 2007 — 2009
J.T. Adlard J.T. Adlard's Beneficial Financial Group Experience January 2012 - April 2012
Job Equity Research Associate at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners August 2014 - Present
MicroBusiness Mentors January 2012 - December 2013
Capital Group June 2013 - August 2013
IndustryPro January 2013 - May 2013
Beneficial Financial Group January 2012 - April 2012
Brigham Young University September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Finance, Business Planning, Management, Investments, Leadership
Education
Brigham Young University 2008 — 2014
Master of Accounting
Brandes Investment Partners August 2014 - Present
MicroBusiness Mentors January 2012 - December 2013
Capital Group June 2013 - August 2013
IndustryPro January 2013 - May 2013
Beneficial Financial Group January 2012 - April 2012
Brigham Young University September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Finance, Business Planning, Management, Investments, Leadership
Education
Brigham Young University 2008 — 2014
Master of Accounting
Jay McHugh Jay McHugh's Beneficial Financial Group Experience 2001 - 2003
Job Business Development Representative at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services March 2015 - Present
Duluth Softball Umpires 2007 - Present
Metro Atlanta Wrestling Officials Assoc. October 1990 - Present
3P Technology Solutions June 2014 - February 2015
JDC Group July 2013 - June 2014
Randstad Engineering July 2012 - July 2013
Corus360/REACH360 June 2011 - July 2012
Think Resources April 2007 - June 2011
Medical Doctor Associates April 2006 - April 2007
Beneficial Financial Group 2001 - 2003
Skills
Consultative Selling, Account Management, Customer Relations, Sales Management, Sourcing, Engineer Staffing, Key Account Development, Direct Sales, Technical Recruiting, Technical Staffing, Coaching, Leadership, Recruiting, CRM, Sales Operations, Sales, Selling, Customer Service, Contract Recruitment, Contract Negotiation, Business Development, Management, Temporary Placement, Staff Augmentation, Cold Calling, Human Resources, Talent Acquisition, Applicant Tracking...
Education
Colorado State University 1983 — 1989
Bachelors of Science, Exercise Science
Wasson High School
Kelly Services March 2015 - Present
Duluth Softball Umpires 2007 - Present
Metro Atlanta Wrestling Officials Assoc. October 1990 - Present
3P Technology Solutions June 2014 - February 2015
JDC Group July 2013 - June 2014
Randstad Engineering July 2012 - July 2013
Corus360/REACH360 June 2011 - July 2012
Think Resources April 2007 - June 2011
Medical Doctor Associates April 2006 - April 2007
Beneficial Financial Group 2001 - 2003
Skills
Consultative Selling, Account Management, Customer Relations, Sales Management, Sourcing, Engineer Staffing, Key Account Development, Direct Sales, Technical Recruiting, Technical Staffing, Coaching, Leadership, Recruiting, CRM, Sales Operations, Sales, Selling, Customer Service, Contract Recruitment, Contract Negotiation, Business Development, Management, Temporary Placement, Staff Augmentation, Cold Calling, Human Resources, Talent Acquisition, Applicant Tracking...
Education
Colorado State University 1983 — 1989
Bachelors of Science, Exercise Science
Wasson High School
William Matthews William Matthews's Beneficial Financial Group Experience August 2011 - December 2011
Job Financial Analyst III at ARIA Resort & Casino
Industry Hospitality
Experience
ARIA Resort & Casino June 2015 - Present
MGM Resorts International November 2013 - June 2015
MGM Resorts International December 2012 - November 2013
MGM Resorts International June 2012 - June 2013
Beneficial Financial Group August 2011 - December 2011
Allied Motion Technologies Inc. July 2011 - August 2011
Brigham Young University January 2011 - July 2011
Convergys November 2009 - May 2010
Utah Department of Natural Resources May 2008 - August 2008
United States Embassy Thailand June 2006 - July 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Sales, Data Entry, HTML, Information Systems, Public Speaking, Microsoft Office, Research, Customer Service, Data Analysis, VBA, Leadership, Management
Education
Brigham Young University 2009 — 2012
Finance Emphasis
Utah Valley University 2005 — 2009
Associates of Science, Accounting
Lone Peak High School 1999 — 2003
High School Diploma, General Studies
ARIA Resort & Casino June 2015 - Present
MGM Resorts International November 2013 - June 2015
MGM Resorts International December 2012 - November 2013
MGM Resorts International June 2012 - June 2013
Beneficial Financial Group August 2011 - December 2011
Allied Motion Technologies Inc. July 2011 - August 2011
Brigham Young University January 2011 - July 2011
Convergys November 2009 - May 2010
Utah Department of Natural Resources May 2008 - August 2008
United States Embassy Thailand June 2006 - July 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Sales, Data Entry, HTML, Information Systems, Public Speaking, Microsoft Office, Research, Customer Service, Data Analysis, VBA, Leadership, Management
Education
Brigham Young University 2009 — 2012
Finance Emphasis
Utah Valley University 2005 — 2009
Associates of Science, Accounting
Lone Peak High School 1999 — 2003
High School Diploma, General Studies
mark ternosky mark ternosky's Beneficial Financial Group Experience May 1981 - April 1982
Job Contract Rep. at Miller & Chitty Co. Inc.
Industry Mechanical or Industrial Engineering
Experience
Miller & Chitty Co. Inc. June 1982 - Present
Beneficial Financial Group May 1981 - April 1982
Skills
Contract Negotiation, Problem Solving, Contractual Agreements, Invoicing, Management, Boilers, Contract Management, Leadership, Competitive Analysis, Microsoft Word, Customer Service, Pumps, Energy Efficiency, HVAC, Energy Conservation, Product Development, Manufacturing, Energy Management, Energy, HVAC Controls, Building Automation, Steam, Energy Audits, Project Engineering, Renewable Energy, Power Generation, Automation, Power Plants, Procurement, Instrumentation, Alternative Energy, ISO, AutoCAD, Lean Manufacturing, Construction, Continuous Improvement, Negotiation
Education
William Paterson University of New Jersey 1979 — 1981
BS, Criminal Justice/ Business Administration
County College of Morris 1978 — 1979
Business Administration
Rowan University 1976 — 1978
Criminal Justice/Safety Studies
Miller & Chitty Co. Inc. June 1982 - Present
Beneficial Financial Group May 1981 - April 1982
Skills
Contract Negotiation, Problem Solving, Contractual Agreements, Invoicing, Management, Boilers, Contract Management, Leadership, Competitive Analysis, Microsoft Word, Customer Service, Pumps, Energy Efficiency, HVAC, Energy Conservation, Product Development, Manufacturing, Energy Management, Energy, HVAC Controls, Building Automation, Steam, Energy Audits, Project Engineering, Renewable Energy, Power Generation, Automation, Power Plants, Procurement, Instrumentation, Alternative Energy, ISO, AutoCAD, Lean Manufacturing, Construction, Continuous Improvement, Negotiation
Education
William Paterson University of New Jersey 1979 — 1981
BS, Criminal Justice/ Business Administration
County College of Morris 1978 — 1979
Business Administration
Rowan University 1976 — 1978
Criminal Justice/Safety Studies
Oralia Maria Delgado Oralia Maria Delgado's Beneficial Financial Group Experience September 1992 - October 2003
Job Distressed Properties/ReoTeam Manager/RE/MAX TIME REALTYRANCHO CUCAMONGA CA
Industry Real Estate
Experience
RE/MAX Time July 2013 - Present
Intero Real Estate Services November 2013 - July 2015
Abacus Mortgage Inc January 2007 - November 2008
Countrywide Home Loans November 1997 - 2008
Platinum Capital Group February 2003 - May 2007
Countrywide Financial Services 1997 - 2004
Beneficial Financial Group September 1992 - October 2003
Countrywide Home Loans November 1997 - February 2003
Skills
Wholesale and Retail..., Loss Mitigation,, Leadership Development, Short Sales, Credit, BPO, Customer Service, Modifications
Education
California State Polytechnic University-Pomona 1987 — 1992
Bachelors of Science, Finance, Real Estate and Law
California State Polytechnic University-Pomona 1987 — 1992
Bachelors Degree of Science, Fiance, Real Estate and Law with a MInor in Contract Administration
RE/MAX Time July 2013 - Present
Intero Real Estate Services November 2013 - July 2015
Abacus Mortgage Inc January 2007 - November 2008
Countrywide Home Loans November 1997 - 2008
Platinum Capital Group February 2003 - May 2007
Countrywide Financial Services 1997 - 2004
Beneficial Financial Group September 1992 - October 2003
Countrywide Home Loans November 1997 - February 2003
Skills
Wholesale and Retail..., Loss Mitigation,, Leadership Development, Short Sales, Credit, BPO, Customer Service, Modifications
Education
California State Polytechnic University-Pomona 1987 — 1992
Bachelors of Science, Finance, Real Estate and Law
California State Polytechnic University-Pomona 1987 — 1992
Bachelors Degree of Science, Fiance, Real Estate and Law with a MInor in Contract Administration
Ellie Cohen Ellie Cohen's Beneficial Financial Group Experience June 1987 - September 1994
Job Member Services Representative at Orange County Association of Realtors
Industry Real Estate
Experience
Orange County Association of REALTORS® March 2013 - Present
Make-A-Wish Foundation HR Facilities AdministratorAccurate BackgroundMarch 2002 - January 2011
Cohen Family September 1994 - March 2002
Beneficial Financial Group June 1987 - September 1994
Skills
Outlook, Event Planning, Human Resources, Microsoft Excel, Customer Service, Contract Negotiation, Account Management, Project Planning, Employee Benefits, Employee Relations, Time Management, Recruiting, Training, Public Speaking, Organizational..., Leadership, Management
Education
California State University-Long Beach
Education
Orange County Association of REALTORS® March 2013 - Present
Make-A-Wish Foundation HR Facilities AdministratorAccurate BackgroundMarch 2002 - January 2011
Cohen Family September 1994 - March 2002
Beneficial Financial Group June 1987 - September 1994
Skills
Outlook, Event Planning, Human Resources, Microsoft Excel, Customer Service, Contract Negotiation, Account Management, Project Planning, Employee Benefits, Employee Relations, Time Management, Recruiting, Training, Public Speaking, Organizational..., Leadership, Management
Education
California State University-Long Beach
Education
Kirby Brown Kirby Brown's Beneficial Financial Group Experience February 2010 - Present
Job President and CEO at Beneficial Financial Group
Industry Insurance
Experience
Deseret Management Corporation September 2010 - Present
Beneficial Financial Group February 2010 - Present
Beneficial Financial Group 2008 - March 2010
ING Investment Management 1994 - 2008
MetLife 1988 - 1993
Education
Brigham Young University 1980 — 1988
BA, MBA
Deseret Management Corporation September 2010 - Present
Beneficial Financial Group February 2010 - Present
Beneficial Financial Group 2008 - March 2010
ING Investment Management 1994 - 2008
MetLife 1988 - 1993
Education
Brigham Young University 1980 — 1988
BA, MBA
James Dye James Dye's Beneficial Financial Group Experience September 2000 - Present
Job Database Administrator (DBA) at Beneficial Financial Group
Industry Financial Services
Experience
Beneficial Financial Group September 2000 - Present
ATK 1984 - 2000
The Church of Jesus Christ of Latter-day Saints November 1978 - November 1980
Skills
Spanish, Database Design, Databases, Toad, Database Administration, PL/SQL, Oracle, Microsoft SQL Server, Data Analysis, SQL
Education
University of Phoenix 1985 — 1986
MBA
Brigham Young University 1977 — 1984
BS, Computer Science
Beneficial Financial Group September 2000 - Present
ATK 1984 - 2000
The Church of Jesus Christ of Latter-day Saints November 1978 - November 1980
Skills
Spanish, Database Design, Databases, Toad, Database Administration, PL/SQL, Oracle, Microsoft SQL Server, Data Analysis, SQL
Education
University of Phoenix 1985 — 1986
MBA
Brigham Young University 1977 — 1984
BS, Computer Science
Mikayla Murphy Mikayla Murphy's Beneficial Financial Group Experience June 2014 - July 2014
Job Hardworking student who enjoys helping others and putting forth quality work | Seeking web design internships
Industry Design
Experience
Harkins Theatres February 2015 - Present
Beneficial Financial Group June 2014 - July 2014
Skills
Customer Service, Adobe Creative Suite, Illustrator, Photoshop, InDesign, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Web Design, Graphic Design, Social Media, Leadership, Management, Advertising, Marketing, Photography, Research, Social Networking, Teamwork, Event Planning
Education
Brigham Young University - Idaho 2013 — 2017
Web Design and Development, Web Design
Paradise Valley Community College 2010 — 2013
Associate of Arts (AA), General Studies
Harkins Theatres February 2015 - Present
Beneficial Financial Group June 2014 - July 2014
Skills
Customer Service, Adobe Creative Suite, Illustrator, Photoshop, InDesign, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Web Design, Graphic Design, Social Media, Leadership, Management, Advertising, Marketing, Photography, Research, Social Networking, Teamwork, Event Planning
Education
Brigham Young University - Idaho 2013 — 2017
Web Design and Development, Web Design
Paradise Valley Community College 2010 — 2013
Associate of Arts (AA), General Studies
Matthew Hopper's Beneficial Financial Group Experience January 2013 - April 2013
Job Valuation Analyst at Greener Equity
Industry Investment Banking
Experience
Greener Equity October 2014 - Present
Lazard May 2015 - July 2015
Lazard November 2014 - May 2015
Columbia West Capital April 2014 - August 2014
Pure Enviro Management January 2014 - April 2014
Linsalata Capital Partners June 2013 - December 2013
Missionary Training Center April 2013 - August 2013
Peak Capital Partners April 2013 - August 2013
IndustryPro April 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Bloomberg Terminal, Financial Analysis, Due Diligence, Financial Modeling, Analysis, Valuation, Spanish, Finance
Education
Brigham Young University 2009 — 2016
Master's of Accountancy, Bachelor of Science in Accounting, Minor in Mathematics, 3.9 / 4.0
Brigham Young University
Greener Equity October 2014 - Present
Lazard May 2015 - July 2015
Lazard November 2014 - May 2015
Columbia West Capital April 2014 - August 2014
Pure Enviro Management January 2014 - April 2014
Linsalata Capital Partners June 2013 - December 2013
Missionary Training Center April 2013 - August 2013
Peak Capital Partners April 2013 - August 2013
IndustryPro April 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Bloomberg Terminal, Financial Analysis, Due Diligence, Financial Modeling, Analysis, Valuation, Spanish, Finance
Education
Brigham Young University 2009 — 2016
Master's of Accountancy, Bachelor of Science in Accounting, Minor in Mathematics, 3.9 / 4.0
Brigham Young University
Jordan Sheffield's Beneficial Financial Group Experience September 2011 - April 2012
Job Credit Risk Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
The Aclaime Group February 2014 - April 2014
GPS Capital Markets, Inc. May 2013 - August 2013
Captured Memories Photo Booth July 2010 - August 2013
Ogio International February 2012 - April 2013
RPM Revenue Drivers February 2012 - September 2012
Beneficial Financial Group September 2011 - April 2012
Skills
Business Strategy, Market Research, Management, Account Management, Management Consulting, Training, Sales, Financial Analysis, Foreign Exchange, Leadership, Analysis, Portfolio Management, Marketing, Finance, Start-ups
Education
Brigham Young University 2009 — 2014
Bachelor of Science (BS), Finance
Goldman Sachs June 2014 - Present
The Aclaime Group February 2014 - April 2014
GPS Capital Markets, Inc. May 2013 - August 2013
Captured Memories Photo Booth July 2010 - August 2013
Ogio International February 2012 - April 2013
RPM Revenue Drivers February 2012 - September 2012
Beneficial Financial Group September 2011 - April 2012
Skills
Business Strategy, Market Research, Management, Account Management, Management Consulting, Training, Sales, Financial Analysis, Foreign Exchange, Leadership, Analysis, Portfolio Management, Marketing, Finance, Start-ups
Education
Brigham Young University 2009 — 2014
Bachelor of Science (BS), Finance
Sneha Vaidya Sneha Vaidya's Beneficial Financial Group Experience 2010 - 2010
Job Customer Service Sales Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Global Financial Advisors, LP January 2011 - December 2011
Atlantic Trust 2011 - 2011
Beneficial Financial Group 2010 - 2010
Lift International September 2009 - December 2009
Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit
Education
International Technological University 2013 — 2015
Master of Business Administration (M.B.A.), 3.79
Brigham Young University 2008 — 2012
Bachelors of Science, Finance
Wells Fargo February 2013 - Present
Global Financial Advisors, LP January 2011 - December 2011
Atlantic Trust 2011 - 2011
Beneficial Financial Group 2010 - 2010
Lift International September 2009 - December 2009
Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit
Education
International Technological University 2013 — 2015
Master of Business Administration (M.B.A.), 3.79
Brigham Young University 2008 — 2012
Bachelors of Science, Finance
Matthew Fisler Matthew Fisler's Beneficial Financial Group Experience January 2010 - April 2010
Job Academic Account Manager at Qualtrics
Industry Marketing and Advertising
Experience
Qualtrics October 2011 - Present
Target June 2011 - August 2011
A&M Glass February 2010 - June 2011
Missionary Mall June 2010 - April 2011
Beneficial Financial Group January 2010 - April 2010
Good Glass June 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Leadership, Google Analytics, Strategy, Training, Sales, Management, Time Management, Finance, Retail, Marketing, Market Research, Sales Management, Analysis, Qualtrics
Education
Brigham Young University 2005 — 2011
Marriott School of Management - Brigham Young University 2005
Business, Marketing
Qualtrics October 2011 - Present
Target June 2011 - August 2011
A&M Glass February 2010 - June 2011
Missionary Mall June 2010 - April 2011
Beneficial Financial Group January 2010 - April 2010
Good Glass June 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Leadership, Google Analytics, Strategy, Training, Sales, Management, Time Management, Finance, Retail, Marketing, Market Research, Sales Management, Analysis, Qualtrics
Education
Brigham Young University 2005 — 2011
Marriott School of Management - Brigham Young University 2005
Business, Marketing
Aaron Shea Aaron Shea's Beneficial Financial Group Experience June 2008 - September 2009
Job Social Studies Teacher at Toppenish School District
Industry Higher Education
Experience
Toppenish School District August 2014 - Present
Central Washington University September 2012 - June 2014
COUNTRY Financial September 2009 - June 2011
Beneficial Financial Group June 2008 - September 2009
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Microsoft Excel, Project Management, Sales, PowerPoint, Finance, Strategic Planning
Education
Central Washington University 2012 — 2014
Bachelor's Degree, Social Studies Teacher Education
Eastern Washington University 2006 — 2013
Master's Degree, Communication, 3.6
Central Washington University 2004 — 2006
Bachelor's Degree, Speech Communication and Rhetoric
Yakima Valley Community College 2002 — 2004
Associate of Arts (AA), General Studies
Toppenish School District August 2014 - Present
Central Washington University September 2012 - June 2014
COUNTRY Financial September 2009 - June 2011
Beneficial Financial Group June 2008 - September 2009
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Microsoft Excel, Project Management, Sales, PowerPoint, Finance, Strategic Planning
Education
Central Washington University 2012 — 2014
Bachelor's Degree, Social Studies Teacher Education
Eastern Washington University 2006 — 2013
Master's Degree, Communication, 3.6
Central Washington University 2004 — 2006
Bachelor's Degree, Speech Communication and Rhetoric
Yakima Valley Community College 2002 — 2004
Associate of Arts (AA), General Studies
Michael Vogeler's Beneficial Financial Group Experience January 2012 - April 2012
Job Financial Institution Specialist at FDIC
Industry Banking
Experience
FDIC June 2012 - Present
Beneficial Financial Group January 2012 - April 2012
BYU Marriott School of Management June 2011 - April 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Research, Public Speaking, Teaching, Spanish, Data Analysis, Statistics, Customer Service, Market Research, Access, Qualtrics, Financial Analysis, Strategic Planning, Leadership, Financial Modeling
Education
Brigham Young University 2009 — 2012
B.S., Business Management; Finance
University of Utah 2005 — 2009
A.S., General Studies
FDIC June 2012 - Present
Beneficial Financial Group January 2012 - April 2012
BYU Marriott School of Management June 2011 - April 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Research, Public Speaking, Teaching, Spanish, Data Analysis, Statistics, Customer Service, Market Research, Access, Qualtrics, Financial Analysis, Strategic Planning, Leadership, Financial Modeling
Education
Brigham Young University 2009 — 2012
B.S., Business Management; Finance
University of Utah 2005 — 2009
A.S., General Studies
Erin Steward Erin Steward's Beneficial Financial Group Experience June 1995 - August 1998
Job Mortgage Underwriter
Industry Banking
Experience
Nationstar Mortgage March 2013 - Present
American Equity Mortgage December 2012 - March 2013
Altisource February 2012 - December 2012
Stifel Bank and Trust May 2010 - January 2011
Citicorp Mortgage December 2008 - July 2009
Bank of America November 2001 - August 2008
USA Mortgage May 2000 - May 2001
GE Capital Mortgage September 1998 - November 1999
Beneficial Financial Group June 1995 - August 1998
Skills
Loans, Loss Mitigation, FHA, Mortgage Lending, Credit, Underwriting, Residential Homes, Mortgage Banking, Refinance, Mortgage Underwriting, Residential Mortgages, Training, Leadership, Credit Analysis, Property, Call Centers, REO
Education
Diablo Valley College 1992 — 1993
Business
Ceres High School 1990 — 1992
California High School 1988 — 1990
saint peter martyr 1984 — 1988
Nationstar Mortgage March 2013 - Present
American Equity Mortgage December 2012 - March 2013
Altisource February 2012 - December 2012
Stifel Bank and Trust May 2010 - January 2011
Citicorp Mortgage December 2008 - July 2009
Bank of America November 2001 - August 2008
USA Mortgage May 2000 - May 2001
GE Capital Mortgage September 1998 - November 1999
Beneficial Financial Group June 1995 - August 1998
Skills
Loans, Loss Mitigation, FHA, Mortgage Lending, Credit, Underwriting, Residential Homes, Mortgage Banking, Refinance, Mortgage Underwriting, Residential Mortgages, Training, Leadership, Credit Analysis, Property, Call Centers, REO
Education
Diablo Valley College 1992 — 1993
Business
Ceres High School 1990 — 1992
California High School 1988 — 1990
saint peter martyr 1984 — 1988
Pamela Lethbridge Pamela Lethbridge's Beneficial Financial Group Experience October 1991 - December 1998
Job PMO Manager at LPS
Industry Financial Services
Experience
LPS July 2009 - Present
Lender Processing Services, Inc. (LPS) - Fidelity 2009 - Present
Senior Helpers May 2008 - April 2010
HSBC May 2005 - November 2007
HSBC Technology Services 1981 - 2007
Household International May 2001 - January 2005
Household International December 2000 - May 2001
Household International January 1999 - December 2000
Beneficial Financial Group October 1991 - December 1998
Beneifical Finance Co. July 1987 - October 1991
Skills
SDLC, Business Analysis, Vendor Management, Requirements Gathering, Visio, Management, Process Improvement, Software Documentation, Testing, Analysis, MS Project, Access, ERP, Team Leadership, Project Management, IT Strategy, PMO, Business Process..., Budgets, PMP, Quality Assurance, Software Project..., Program Management, CRM, Business Requirements, SharePoint, Disaster Recovery, Cross-functional Team..., Business Intelligence, Change Management, IT Management, Requirements Analysis, Business Process, Risk Management
Education
Morristown High School 1970 — 1974
High School, Business
County College of Morris
Business
Michigan State University
Business Management
LPS July 2009 - Present
Lender Processing Services, Inc. (LPS) - Fidelity 2009 - Present
Senior Helpers May 2008 - April 2010
HSBC May 2005 - November 2007
HSBC Technology Services 1981 - 2007
Household International May 2001 - January 2005
Household International December 2000 - May 2001
Household International January 1999 - December 2000
Beneficial Financial Group October 1991 - December 1998
Beneifical Finance Co. July 1987 - October 1991
Skills
SDLC, Business Analysis, Vendor Management, Requirements Gathering, Visio, Management, Process Improvement, Software Documentation, Testing, Analysis, MS Project, Access, ERP, Team Leadership, Project Management, IT Strategy, PMO, Business Process..., Budgets, PMP, Quality Assurance, Software Project..., Program Management, CRM, Business Requirements, SharePoint, Disaster Recovery, Cross-functional Team..., Business Intelligence, Change Management, IT Management, Requirements Analysis, Business Process, Risk Management
Education
Morristown High School 1970 — 1974
High School, Business
County College of Morris
Business
Michigan State University
Business Management
Jacob Z Rushton's Beneficial Financial Group Experience March 2007 - September 2009
Job Chief Financial Officer at SLED Investment Group
Industry Financial Services
Experience
SLED Investment Group July 2014 - Present
Wealth Navigation LLC October 2010 - June 2014
Goldman Sachs September 2009 - October 2010
Beneficial Financial Group March 2007 - September 2009
Etrade Financial August 2006 - February 2007
Mountain America Credit Union August 2005 - August 2006
Church Organization January 2001 - January 2003
Skills
FINRA, Securities, Series 7, Series 63, Wealth Management, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Advisory, Financial Analysis, Mutual Funds, Financial Services, Due Diligence, Financial Advisory, Equities, Credit, Asset Allocation, Trading, Bloomberg, Options, Strategic Financial..., Series 24, Retirement, Investment Strategies, Asset Management, Finance, Financial Planning
Education
University of Utah 2005 — 2006
Bachelors of Science, Economics
University of Utah 2005 — 2006
Bachelors of Science, Economics
Brigham Young University - Hawaii 2003 — 2005
Business and Economics courses
SLED Investment Group July 2014 - Present
Wealth Navigation LLC October 2010 - June 2014
Goldman Sachs September 2009 - October 2010
Beneficial Financial Group March 2007 - September 2009
Etrade Financial August 2006 - February 2007
Mountain America Credit Union August 2005 - August 2006
Church Organization January 2001 - January 2003
Skills
FINRA, Securities, Series 7, Series 63, Wealth Management, Investments, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Advisory, Financial Analysis, Mutual Funds, Financial Services, Due Diligence, Financial Advisory, Equities, Credit, Asset Allocation, Trading, Bloomberg, Options, Strategic Financial..., Series 24, Retirement, Investment Strategies, Asset Management, Finance, Financial Planning
Education
University of Utah 2005 — 2006
Bachelors of Science, Economics
University of Utah 2005 — 2006
Bachelors of Science, Economics
Brigham Young University - Hawaii 2003 — 2005
Business and Economics courses
Riley Seguine Riley Seguine's Beneficial Financial Group Experience January 2014 - Present
Job Actuarial Analyst at Beneficial Financial Group
Industry Insurance
Experience
Beneficial Financial Group January 2014 - Present
Macey's Food Stores June 2003 - January 2014
Skills
Microsoft Office, Time Management, Teamwork, Customer Service, Microsoft Word, Invoicing, PowerPoint, Customer Satisfaction, Leadership, Inventory Management, Team Leadership, Retail, Actuarial Science, Microsoft Excel, Data Analysis, Management, Access, Statistics
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Actuarial Science
Beneficial Financial Group January 2014 - Present
Macey's Food Stores June 2003 - January 2014
Skills
Microsoft Office, Time Management, Teamwork, Customer Service, Microsoft Word, Invoicing, PowerPoint, Customer Satisfaction, Leadership, Inventory Management, Team Leadership, Retail, Actuarial Science, Microsoft Excel, Data Analysis, Management, Access, Statistics
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Actuarial Science
Stephen Andrus Stephen Andrus's Beneficial Financial Group Experience September 2012 - April 2013
Job Market Risk Analyst at Genworth
Industry Insurance
Experience
Genworth June 2014 - Present
Goldman Sachs September 2013 - June 2014
Beneficial Financial Group September 2012 - April 2013
Skills
Microsoft Office, Portfolio Management, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Credit, Credit Analysis, Investments, Bloomberg, Hedge Funds, Equities, Finance, Bloomberg Terminal, Asset Management, Financial Reporting, Economics, Banking
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science, Finance, 3.84
Brigham Young University 2004 — 2011
Bachelor of Science, Economics
Genworth June 2014 - Present
Goldman Sachs September 2013 - June 2014
Beneficial Financial Group September 2012 - April 2013
Skills
Microsoft Office, Portfolio Management, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Credit, Credit Analysis, Investments, Bloomberg, Hedge Funds, Equities, Finance, Bloomberg Terminal, Asset Management, Financial Reporting, Economics, Banking
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science, Finance, 3.84
Brigham Young University 2004 — 2011
Bachelor of Science, Economics
Jared Christian's Beneficial Financial Group Experience January 2012 - December 2012
Job Valuation Associate at Scalar
Industry Investment Banking
Experience
Scalar January 2014 - Present
Citi July 2013 - December 2013
University Impact Fund October 2012 - December 2013
Beneficial Financial Group January 2012 - December 2012
LDS Employment Resource Services May 2012 - August 2012
Skills
Leadership, Analysis, Spanish, Data Analysis, Financial Analysis, Market Research, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, English, Research, Teaching, Economics, Microsoft Office, Sports, Public Speaking, Statistics, Customer Service, Outlook, Stata, Social Media, Event Planning, Data Entry
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Finance
21 Century Cyber Charter School 2004 — 2006
Northampton Area Senor High School 2002 — 2004
Scalar January 2014 - Present
Citi July 2013 - December 2013
University Impact Fund October 2012 - December 2013
Beneficial Financial Group January 2012 - December 2012
LDS Employment Resource Services May 2012 - August 2012
Skills
Leadership, Analysis, Spanish, Data Analysis, Financial Analysis, Market Research, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, English, Research, Teaching, Economics, Microsoft Office, Sports, Public Speaking, Statistics, Customer Service, Outlook, Stata, Social Media, Event Planning, Data Entry
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Finance
21 Century Cyber Charter School 2004 — 2006
Northampton Area Senor High School 2002 — 2004
Jeff Johansen Jeff Johansen's Beneficial Financial Group Experience April 2002 - June 2009
Job Partner at Cambridge Financial Center
Industry Financial Services
Experience
Cambridge Financial Center August 2010 - Present
Beneficial Financial Group April 2002 - June 2009
Education
Ricks College
University of Utah
Cambridge Financial Center August 2010 - Present
Beneficial Financial Group April 2002 - June 2009
Education
Ricks College
University of Utah
Lisa Stratton Lisa Stratton's Beneficial Financial Group Experience August 1980 - September 1990
Job Licensed Broker Associate at Realty USA
Industry Real Estate
Experience
Realty USA September 1990 - Present
Beneficial Financial Group August 1980 - September 1990
Norwich, NY June 1976 - August 1990
Education
Daemen College
Realty USA September 1990 - Present
Beneficial Financial Group August 1980 - September 1990
Norwich, NY June 1976 - August 1990
Education
Daemen College
Tom Sorber's Beneficial Financial Group Experience January 2011 - December 2011
Job Technology Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Ethan J. Stubbs's Beneficial Financial Group Experience March 2009 - August 2009
Job Director, Methods & Procedures at METRO PCS
Industry Telecommunications
Experience
METRO PCS February 2015 - Present
Metro PCS March 2012 - February 2015
MetroPCS August 2011 - March 2012
New York Life August 2009 - August 2011
Beneficial Financial Group March 2009 - August 2009
Sprint April 2004 - March 2009
Sprint August 2002 - April 2004
Skills
Leadership, Contract Management, Program Management, Strategic Partnerships, Strategy, Sales, Customer Retention, Management, Access, Account Management, Training, Sales Operations, Time Management, Selling, Human Resources, Customer Satisfaction, Small Business, B2B, Telecommunications, Forecasting, Vendor Management, Sales Management, Healthcare, Contract Negotiation, Customer Service, Solution Selling, Retail, Salesforce.com, Marketing, Competitive Analysis, Product Marketing, Direct Sales, Marketing Strategy, New Business Development, Team Building, Cross-functional Team..., Mobile Devices, Insurance, Sales Process, Team Leadership, Teamwork, Team Management, Retirement, Strategic Planning, Financial Services, Wireless, Product Management, Cold Calling, Business Development, Customer Experience
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelors, Business Administration
University of Redlands
Masters of Business Administration, Finance
METRO PCS February 2015 - Present
Metro PCS March 2012 - February 2015
MetroPCS August 2011 - March 2012
New York Life August 2009 - August 2011
Beneficial Financial Group March 2009 - August 2009
Sprint April 2004 - March 2009
Sprint August 2002 - April 2004
Skills
Leadership, Contract Management, Program Management, Strategic Partnerships, Strategy, Sales, Customer Retention, Management, Access, Account Management, Training, Sales Operations, Time Management, Selling, Human Resources, Customer Satisfaction, Small Business, B2B, Telecommunications, Forecasting, Vendor Management, Sales Management, Healthcare, Contract Negotiation, Customer Service, Solution Selling, Retail, Salesforce.com, Marketing, Competitive Analysis, Product Marketing, Direct Sales, Marketing Strategy, New Business Development, Team Building, Cross-functional Team..., Mobile Devices, Insurance, Sales Process, Team Leadership, Teamwork, Team Management, Retirement, Strategic Planning, Financial Services, Wireless, Product Management, Cold Calling, Business Development, Customer Experience
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelors, Business Administration
University of Redlands
Masters of Business Administration, Finance
Richard C. Burton Richard C. Burton's Beneficial Financial Group Experience May 1989 - July 1992
Job Owner/President at All My Sons Moving and Storage of Salt Lake City, Inc.
Industry Consumer Services
Experience
All My Sons Moving and Storage of Salt Lake City, Inc. November 2009 - Present
National Fitness Financial July 2008 - February 2009
Davis Behavioral Health March 2005 - May 2008
Franklin Covey Coaching September 2000 - January 2005
Franklin Covey September 1997 - September 2000
TrueNorth July 1992 - September 1997
Beneficial Financial Group May 1989 - July 1992
Bergen Brunswig 1985 - 1987
Skills
Call Center, Sales Compensation, Coaching, Recruiting, Leadership, Management, New Business Development, Team Building, Operations Management, Sales Management, Customer Service, Customer Satisfaction, Training, Process Improvement, Sales Operations, Residential Moving, Commercial Moving, Long Distance Moving, Estimating, Marketing Strategy, Sales, Logistics, Public Speaking, Contract Negotiation, Human Resources, Strategic Planning, Call Centers, Transportation, P&L Management, Budgets, Leadership Development, Entrepreneurship, Time Management, Business Development, Team Leadership, Negotiation, Account Management, Inventory Management, CRM, Purchasing, Business Strategy, Selling, Direct Sales, Customer Retention, Start-ups, Hiring, P&L
Education
Brigham Young University 1987 — 1989
MBA, Finance Emphasis
Weber State University 1979 — 1985
BS, Computer Information Systems
All My Sons Moving and Storage of Salt Lake City, Inc. November 2009 - Present
National Fitness Financial July 2008 - February 2009
Davis Behavioral Health March 2005 - May 2008
Franklin Covey Coaching September 2000 - January 2005
Franklin Covey September 1997 - September 2000
TrueNorth July 1992 - September 1997
Beneficial Financial Group May 1989 - July 1992
Bergen Brunswig 1985 - 1987
Skills
Call Center, Sales Compensation, Coaching, Recruiting, Leadership, Management, New Business Development, Team Building, Operations Management, Sales Management, Customer Service, Customer Satisfaction, Training, Process Improvement, Sales Operations, Residential Moving, Commercial Moving, Long Distance Moving, Estimating, Marketing Strategy, Sales, Logistics, Public Speaking, Contract Negotiation, Human Resources, Strategic Planning, Call Centers, Transportation, P&L Management, Budgets, Leadership Development, Entrepreneurship, Time Management, Business Development, Team Leadership, Negotiation, Account Management, Inventory Management, CRM, Purchasing, Business Strategy, Selling, Direct Sales, Customer Retention, Start-ups, Hiring, P&L
Education
Brigham Young University 1987 — 1989
MBA, Finance Emphasis
Weber State University 1979 — 1985
BS, Computer Information Systems
Michael Bentz Michael Bentz's Beneficial Financial Group Experience January 2013 - April 2013
Job Support Technician at BYU Office of IT
Industry Accounting
Experience
PwC September 2015 - Present
BYU - Office of Information Technology January 2013 - August 2015
PricewaterhouseCoopers LLP June 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Skills
Accounting, Microsoft Excel, Financial Analysis, Teamwork, Microsoft Office, Windows, Public Speaking, Leadership, Teaching, Customer Service
Education
Brigham Young University 2013 — 2015
BS, Accounting
PwC September 2015 - Present
BYU - Office of Information Technology January 2013 - August 2015
PricewaterhouseCoopers LLP June 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Skills
Accounting, Microsoft Excel, Financial Analysis, Teamwork, Microsoft Office, Windows, Public Speaking, Leadership, Teaching, Customer Service
Education
Brigham Young University 2013 — 2015
BS, Accounting
Anne Marie Merz's Beneficial Financial Group Experience 1992 - 1994
Job Talent Agent at Chaplin Entertainment
Industry Entertainment
Experience
Chaplin Entertainment October 2013 - Present
Lighthouse Entertainment Group April 2003 - October 2013
Togo's Eateries 1996 - 2003
Beneficial Financial Group 1992 - 1994
Skills
Budgeting, Excel, Microsoft Office, Word, Customer Service, Photoshop, Budgets, Accounting, Microsoft Word, Business Planning, Recruiting, Outlook, Coaching, Team Building, Microsoft Excel, Retail, Operations Management, Sales Management, Account Management, Strategic Planning, Social Media Marketing, Business Strategy, Marketing Strategy, New Business Development, Public Relations, Windows, Social Media, PowerPoint, Contract Negotiation, Public Speaking, Management, Training, Sales, Marketing Communications, Contract Management, Social Networking, Event Management
Education
California State University-Northridge 1983 — 1988
Business Administration and Small Business Mgnt., Management - Cum Laude Graduate
Chaplin Entertainment October 2013 - Present
Lighthouse Entertainment Group April 2003 - October 2013
Togo's Eateries 1996 - 2003
Beneficial Financial Group 1992 - 1994
Skills
Budgeting, Excel, Microsoft Office, Word, Customer Service, Photoshop, Budgets, Accounting, Microsoft Word, Business Planning, Recruiting, Outlook, Coaching, Team Building, Microsoft Excel, Retail, Operations Management, Sales Management, Account Management, Strategic Planning, Social Media Marketing, Business Strategy, Marketing Strategy, New Business Development, Public Relations, Windows, Social Media, PowerPoint, Contract Negotiation, Public Speaking, Management, Training, Sales, Marketing Communications, Contract Management, Social Networking, Event Management
Education
California State University-Northridge 1983 — 1988
Business Administration and Small Business Mgnt., Management - Cum Laude Graduate
Sangin Chu's Beneficial Financial Group Experience September 2011 - December 2011
Job Overseas Sales Staff at Biocos
Industry Investment Banking
Experience
Biocos May 2015 - Present
Goldman Sachs January 2014 - December 2014
Brigham Young University June 2008 - December 2013
Global Financial Advisory September 2012 - December 2012
RPM Revenue Drivers, LLC. April 2012 - June 2012
Beneficial Financial Group September 2011 - December 2011
Republic of Korea Army June 2009 - March 2011
Skills
Financial Analysis, Bloomberg, Strategic Financial..., Financial Modeling, Valuation, Investments, Business Development, Strategic Planning, Sales, Sales Management, Financial Services, Portfolio Management, Finance, Entrepreneurship, Business Strategy, Microsoft Excel, Forecasting, Risk Management, Corporate Finance, Data Analysis, Analysis, Leadership, Accounting, Financial Reporting, Process Improvement, PowerPoint, Microsoft Office, Management, International Trade, International Sales, International Relations, International Marketing, International Shipping
Education
2007 — 2013
Finance and Financial Management Services, Bachelor's degree
Biocos May 2015 - Present
Goldman Sachs January 2014 - December 2014
Brigham Young University June 2008 - December 2013
Global Financial Advisory September 2012 - December 2012
RPM Revenue Drivers, LLC. April 2012 - June 2012
Beneficial Financial Group September 2011 - December 2011
Republic of Korea Army June 2009 - March 2011
Skills
Financial Analysis, Bloomberg, Strategic Financial..., Financial Modeling, Valuation, Investments, Business Development, Strategic Planning, Sales, Sales Management, Financial Services, Portfolio Management, Finance, Entrepreneurship, Business Strategy, Microsoft Excel, Forecasting, Risk Management, Corporate Finance, Data Analysis, Analysis, Leadership, Accounting, Financial Reporting, Process Improvement, PowerPoint, Microsoft Office, Management, International Trade, International Sales, International Relations, International Marketing, International Shipping
Education
2007 — 2013
Finance and Financial Management Services, Bachelor's degree
Brian Jepperson's Beneficial Financial Group Experience January 2010 - April 2010
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP July 2014 - July 2015
EY August 2013 - July 2014
USC Marshall School of Business June 2013 - August 2013
Ernst & Young June 2012 - August 2012
State of Utah June 2011 - August 2011
Brigham Young University February 2011 - June 2011
Beneficial Financial Group January 2010 - April 2010
Brigham Young University March 2009 - April 2010
Brigham Young University August 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints - Human Resources April 2006 - May 2008
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Budgets, Microsoft Excel, PowerPoint, Access, Microsoft Office, Data Analysis, Microsoft Word, Project Planning, Research, Customer Service, GAAP, People Skills, People-oriented, Internal Controls, Data Entry, Spanish, Management, Finance, Public Speaking, Training, Tax, Financial Reporting, Analysis, Due Diligence, Financial Modeling, SEC filings, US GAAP, Leadership, Sarbanes-Oxley Act, Financial Statements, CPA, Tax Accounting, Revenue Recognition, External Audit, Sarbanes-Oxley, Account Reconciliation, General Ledger, Internal Audit, Corporate Tax, Corporate Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2012 — 2013
Master of Science (MS), Accountancy
Brigham Young University - Marriott School of Management 2008 — 2012
Bachelor of Science (BS), Accountancy; Global Management Certificate
The University of Chicago 2005 — 2006
Undergraduate Studies
Grant Thornton LLP July 2014 - July 2015
EY August 2013 - July 2014
USC Marshall School of Business June 2013 - August 2013
Ernst & Young June 2012 - August 2012
State of Utah June 2011 - August 2011
Brigham Young University February 2011 - June 2011
Beneficial Financial Group January 2010 - April 2010
Brigham Young University March 2009 - April 2010
Brigham Young University August 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints - Human Resources April 2006 - May 2008
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Budgets, Microsoft Excel, PowerPoint, Access, Microsoft Office, Data Analysis, Microsoft Word, Project Planning, Research, Customer Service, GAAP, People Skills, People-oriented, Internal Controls, Data Entry, Spanish, Management, Finance, Public Speaking, Training, Tax, Financial Reporting, Analysis, Due Diligence, Financial Modeling, SEC filings, US GAAP, Leadership, Sarbanes-Oxley Act, Financial Statements, CPA, Tax Accounting, Revenue Recognition, External Audit, Sarbanes-Oxley, Account Reconciliation, General Ledger, Internal Audit, Corporate Tax, Corporate Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2012 — 2013
Master of Science (MS), Accountancy
Brigham Young University - Marriott School of Management 2008 — 2012
Bachelor of Science (BS), Accountancy; Global Management Certificate
The University of Chicago 2005 — 2006
Undergraduate Studies
Greg Lonergan Greg Lonergan's Beneficial Financial Group Experience February 2002 - March 2009
Job Loan Officer at Two Rivers Mortgage (a branch of City1st Mortgage Services, LLC)
Industry Banking
Experience
Two Rivers Mortgage (a branch of City1st Mortgage Services, LLC) November 2014 - Present
Cendera Funding September 2013 - November 2014
City1st Mortgage Services August 2009 - August 2013
Beneficial Financial Group February 2002 - March 2009
Skills
Mortgage Lending, Loans, Credit, FHA financing, Real Estate Transactions, Residential Mortgages, First Time Home Buyers, Mortgage Banking, FHA, USDA, VA loans, Refinance, Loan Origination, Certified Mortgage..., Investment Properties
Education
Colorado Northwestern Community College
Two Rivers Mortgage (a branch of City1st Mortgage Services, LLC) November 2014 - Present
Cendera Funding September 2013 - November 2014
City1st Mortgage Services August 2009 - August 2013
Beneficial Financial Group February 2002 - March 2009
Skills
Mortgage Lending, Loans, Credit, FHA financing, Real Estate Transactions, Residential Mortgages, First Time Home Buyers, Mortgage Banking, FHA, USDA, VA loans, Refinance, Loan Origination, Certified Mortgage..., Investment Properties
Education
Colorado Northwestern Community College
Jess Foster's Beneficial Financial Group Experience September 2013 - December 2013
Job Business Advisory Consultant at EY
Industry Financial Services
Experience
EY September 2015 - Present
Domo, Inc. February 2015 - August 2015
BYU Global Financial Advisors September 2014 - December 2014
EY June 2014 - August 2014
BYU Global Financial Advisors January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
IndustryPro April 2013 - August 2013
Dewey Pest Control June 2011 - May 2012
Motoworld Of El Cajon October 2009 - January 2011
Big Dog Satellite April 2009 - October 2009
Skills
Direct Sales, Sales Presentations, Listening to customers, Strategic Consulting, PowerPoint, Microsoft Excel, Microsoft Office, Project Team Management, Manage Client...
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Cuyamaca College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
EY September 2015 - Present
Domo, Inc. February 2015 - August 2015
BYU Global Financial Advisors September 2014 - December 2014
EY June 2014 - August 2014
BYU Global Financial Advisors January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
IndustryPro April 2013 - August 2013
Dewey Pest Control June 2011 - May 2012
Motoworld Of El Cajon October 2009 - January 2011
Big Dog Satellite April 2009 - October 2009
Skills
Direct Sales, Sales Presentations, Listening to customers, Strategic Consulting, PowerPoint, Microsoft Excel, Microsoft Office, Project Team Management, Manage Client...
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Cuyamaca College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Kathy Cairns Shepherd Kathy Cairns Shepherd's Beneficial Financial Group Experience July 1989 - September 1997
Job Legal Secretary at Kristie L. Kane, P.L.C.
Industry Law Practice
Experience
Kristie L. Kane, P.L.C. November 2011 - Present
The Law Office of Amanda Anne Reid May 2011 - October 2011
University Medical Center El Paso September 2008 - June 2009
First Command Financial Services April 1999 - June 2001
Beneficial Financial Group July 1989 - September 1997
Skills
Legal Research, Legal Assistance, Legal Documents, Notary Public, Mediation, Outlook, Microsoft Office
Education
Saint Leo University 2004 — 2006
Bachelor of Business Administration (B.B.A.)
Campbell University 1997 — 1999
Kristie L. Kane, P.L.C. November 2011 - Present
The Law Office of Amanda Anne Reid May 2011 - October 2011
University Medical Center El Paso September 2008 - June 2009
First Command Financial Services April 1999 - June 2001
Beneficial Financial Group July 1989 - September 1997
Skills
Legal Research, Legal Assistance, Legal Documents, Notary Public, Mediation, Outlook, Microsoft Office
Education
Saint Leo University 2004 — 2006
Bachelor of Business Administration (B.B.A.)
Campbell University 1997 — 1999
Jared Sorroche Jared Sorroche's Beneficial Financial Group Experience August 2011 - December 2011
Job Management Consultant at PwC Consulting
Industry Management Consulting
Experience
PwC Consulting August 2013 - Present
Zions Bank November 2012 - July 2013
PwC Consulting June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Novell November 2010 - December 2011
IndustryPro May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Research, Spanish, Social Media, Politics, English, Customer Service, Event Planning, Political Campaigns, Political Science, HTML, Data Analysis, Management Consulting, Analysis, Banking, Financial Analysis, Management
Education
Brigham Young University 2009 — 2012
BS, Business Management - Finance
PwC Consulting August 2013 - Present
Zions Bank November 2012 - July 2013
PwC Consulting June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Novell November 2010 - December 2011
IndustryPro May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Research, Spanish, Social Media, Politics, English, Customer Service, Event Planning, Political Campaigns, Political Science, HTML, Data Analysis, Management Consulting, Analysis, Banking, Financial Analysis, Management
Education
Brigham Young University 2009 — 2012
BS, Business Management - Finance
KyungRok Kim KyungRok Kim's Beneficial Financial Group Experience January 2012 - April 2012
Job Material Planning Analyst at Allegiant Air
Industry Airlines/Aviation
Experience
Allegiant Travel Company July 2014 - Present
Allegiant Travel Company December 2012 - July 2014
Allegiant Travel Company May 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Citigroup January 2011 - July 2011
Korea Army Training Center June 2006 - June 2008
Skills
Financial Analysis, Microsoft Office, SAP, Essbase, Business Intelligence, Bloomberg Terminal, Hyperion Enterprise, Analysis, Business Analysis, Forecasting, Data Analysis, Finance, Process Improvement, Aviation, Aircraft Maintenance, Corporate Finance, Management, Airplane, Valuation, PowerPoint, Budgets, VBA, Financial Planning, Airlines, Financial Reporting, Strategic Financial..., Financial Modeling, Microsoft Excel, Access, Fixed Income, Bloomberg, Accounting, Aerospace, Hyperion
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Allegiant Travel Company July 2014 - Present
Allegiant Travel Company December 2012 - July 2014
Allegiant Travel Company May 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Citigroup January 2011 - July 2011
Korea Army Training Center June 2006 - June 2008
Skills
Financial Analysis, Microsoft Office, SAP, Essbase, Business Intelligence, Bloomberg Terminal, Hyperion Enterprise, Analysis, Business Analysis, Forecasting, Data Analysis, Finance, Process Improvement, Aviation, Aircraft Maintenance, Corporate Finance, Management, Airplane, Valuation, PowerPoint, Budgets, VBA, Financial Planning, Airlines, Financial Reporting, Strategic Financial..., Financial Modeling, Microsoft Excel, Access, Fixed Income, Bloomberg, Accounting, Aerospace, Hyperion
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
J.D. Rasmussen J.D. Rasmussen's Beneficial Financial Group Experience January 2011 - April 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Whitehall Ventures April 2011 - October 2011
MoneyDesktop March 2011 - April 2011
Beneficial Financial Group January 2011 - April 2011
Skills
Financial Modeling, Valuation, Bloomberg, Capital IQ, LBO, Corporate Finance, Investment Banking, Financial Statement...
Education
Brigham Young University 2007 — 2013
Bachelors, Accounting
Villa Park High School 2002 — 2006
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Whitehall Ventures April 2011 - October 2011
MoneyDesktop March 2011 - April 2011
Beneficial Financial Group January 2011 - April 2011
Skills
Financial Modeling, Valuation, Bloomberg, Capital IQ, LBO, Corporate Finance, Investment Banking, Financial Statement...
Education
Brigham Young University 2007 — 2013
Bachelors, Accounting
Villa Park High School 2002 — 2006
Jared Knudsen's Beneficial Financial Group Experience June 2006 - June 2009
Job Financial Advisor CORE Financial, Inc.
Industry Financial Services
Experience
CORE Financial, Inc. January 2013 - Present
Redstone Financial Group, LLC August 2009 - January 2013
Beneficial Financial Group June 2006 - June 2009
Skills
Strategic Financial..., Investments, Financial Services, Securities, Estate Planning, Personal Finance, Retirement Planning, Asset Protection, Multi-generational..., Charitable Gift Planning, Real Estate, Professional Mentoring, Retirement, Life Insurance, Wealth Management, Financial Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Portfolio Management, Asset Management, Leadership
Education
Brigham Young University 2003 — 2006
Bachelor, Social Science, Business
CORE Financial, Inc. January 2013 - Present
Redstone Financial Group, LLC August 2009 - January 2013
Beneficial Financial Group June 2006 - June 2009
Skills
Strategic Financial..., Investments, Financial Services, Securities, Estate Planning, Personal Finance, Retirement Planning, Asset Protection, Multi-generational..., Charitable Gift Planning, Real Estate, Professional Mentoring, Retirement, Life Insurance, Wealth Management, Financial Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Portfolio Management, Asset Management, Leadership
Education
Brigham Young University 2003 — 2006
Bachelor, Social Science, Business
Lantz Nordfelt Lantz Nordfelt's Beneficial Financial Group Experience January 2006 - October 2009
Job
Industry Financial Services
Experience
Zions Bancorporation March 2010 - December 2014
Beneficial Financial Group January 2006 - October 2009
Beneficial Financial Group 2004 - 2005
Beneficial Financial Group 2003 - 2004
National Benefit Services, LLC 2002 - 2003
Skills
Reinsurance, Insurance, Financial Reporting, Customer Service, Process Improvement, Financial Analysis, Actuarial Science, Budgets, Financial Modeling, Data Analysis, Banking, Finance, Accounting, Forecasting, Microsoft Excel, Risk Management, Analysis, Access, Management, Leadership, Financial Accounting, Financial Statements, Oracle Applications, Life Insurance, General Ledger, Accounts Receivable, Benefits Administration, Accounts Payable, Payroll
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA)
University of Utah 1998 — 2004
BS, Mathematics
University of Utah - David Eccles School of Business 1998 — 2004
BS, Business Administration
Zions Bancorporation March 2010 - December 2014
Beneficial Financial Group January 2006 - October 2009
Beneficial Financial Group 2004 - 2005
Beneficial Financial Group 2003 - 2004
National Benefit Services, LLC 2002 - 2003
Skills
Reinsurance, Insurance, Financial Reporting, Customer Service, Process Improvement, Financial Analysis, Actuarial Science, Budgets, Financial Modeling, Data Analysis, Banking, Finance, Accounting, Forecasting, Microsoft Excel, Risk Management, Analysis, Access, Management, Leadership, Financial Accounting, Financial Statements, Oracle Applications, Life Insurance, General Ledger, Accounts Receivable, Benefits Administration, Accounts Payable, Payroll
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA)
University of Utah 1998 — 2004
BS, Mathematics
University of Utah - David Eccles School of Business 1998 — 2004
BS, Business Administration
Mathew Williams Mathew Williams's Beneficial Financial Group Experience January 2012 - April 2012
Job Risk Analyst at The Depository Trust & Clearing Corporation
Industry Capital Markets
Experience
The Depository Trust & Clearing Corporation July 2014 - Present
Crewe Capital August 2013 - December 2013
Target June 2013 - August 2013
U.S. Bank August 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Ensign Peak Advisors August 2011 - December 2011
Skills
Finance, Leadership, Microsoft Office, Investments, Analysis, Economics, Management, Portfolio Management, Project Management, Bloomberg Terminal, Accounting, Risk Management, Market Research, Strategic Planning, Credit Risk, Brazilian Portuguese, Team Management, Financial Analysis
Education
CFA Institute
CFA Level 1 Candidate
Brigham Young University 2010 — 2014
Economics, Business Management Minor, Senior
The Depository Trust & Clearing Corporation July 2014 - Present
Crewe Capital August 2013 - December 2013
Target June 2013 - August 2013
U.S. Bank August 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Ensign Peak Advisors August 2011 - December 2011
Skills
Finance, Leadership, Microsoft Office, Investments, Analysis, Economics, Management, Portfolio Management, Project Management, Bloomberg Terminal, Accounting, Risk Management, Market Research, Strategic Planning, Credit Risk, Brazilian Portuguese, Team Management, Financial Analysis
Education
CFA Institute
CFA Level 1 Candidate
Brigham Young University 2010 — 2014
Economics, Business Management Minor, Senior
Saira Aslam Saira Aslam's Beneficial Financial Group Experience January 2014 - April 2014
Job Financial Analyst Intern at Wells Fargo
Industry Financial Services
Experience
Finance Department June 2014 - Present
Wells Fargo June 2015 - August 2015
PwC January 2015 - April 2015
Marriott School of Management June 2014 - April 2015
Zions Bank September 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
BYU Hawaii September 2011 - September 2012
Motorola January 2009 - February 2009
Nokia Company, Formula One, Muslim Commercial Bank, Panasonic, Proctor & Gamble, Nestle 2008 - 2009
Skills
Strategy, Analysis, Valuation, Finance, Investments, Financial Modeling, Public Speaking, Management, Customer Service, Microsoft Excel
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Finance, General
Kinnard College
Marketing/Marketing Management, General
University of the Punjab, Lahore
Bachelor’s Degree, Journalism
Finance Department June 2014 - Present
Wells Fargo June 2015 - August 2015
PwC January 2015 - April 2015
Marriott School of Management June 2014 - April 2015
Zions Bank September 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
BYU Hawaii September 2011 - September 2012
Motorola January 2009 - February 2009
Nokia Company, Formula One, Muslim Commercial Bank, Panasonic, Proctor & Gamble, Nestle 2008 - 2009
Skills
Strategy, Analysis, Valuation, Finance, Investments, Financial Modeling, Public Speaking, Management, Customer Service, Microsoft Excel
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Finance, General
Kinnard College
Marketing/Marketing Management, General
University of the Punjab, Lahore
Bachelor’s Degree, Journalism
Mirgen Hoxha Mirgen Hoxha's Beneficial Financial Group Experience September 2012 - December 2012
Job IMD (Pricing Analysis & Strategies)
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Brigham Young University January 2011 - April 2014
Zions Bank May 2013 - November 2013
Beneficial Financial Group September 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, Microsoft Excel, Investments, Analysis, Economics, Data Analysis, Strategy
Education
Brigham Young University 2011 — 2014
Bachelor's of Science, Finance
LDS Business College 2009 — 2010
General Business
Goldman Sachs May 2014 - Present
Brigham Young University January 2011 - April 2014
Zions Bank May 2013 - November 2013
Beneficial Financial Group September 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Bloomberg, Microsoft Excel, Investments, Analysis, Economics, Data Analysis, Strategy
Education
Brigham Young University 2011 — 2014
Bachelor's of Science, Finance
LDS Business College 2009 — 2010
General Business
Tanner Leighton's Beneficial Financial Group Experience September 2015 - Present
Job Aspiring Investment & Banking Professional | Graduate Student At University of Utah | Seeking Opportunites
Industry Financial Services
Experience
Beneficial Financial Group September 2015 - Present
University of Utah August 2015 - Present
RenewableTech Ventures September 2013 - December 2013
Skills
Economics, Financial Analysis, Research, Customer Service, Sales, Business Development, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Public Speaking, Training, Team Leadership, Teamwork, Leadership, Analysis, Presentation Development, Client Presentation, Financial Modeling, Critical Thinking, Market Research, Econometrics, Finance
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Science (MS), Finance
Brigham Young University - Idaho 2012 — 2015
Bachelor of Science (BS), Financial Economics
Beneficial Financial Group September 2015 - Present
University of Utah August 2015 - Present
RenewableTech Ventures September 2013 - December 2013
Skills
Economics, Financial Analysis, Research, Customer Service, Sales, Business Development, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Public Speaking, Training, Team Leadership, Teamwork, Leadership, Analysis, Presentation Development, Client Presentation, Financial Modeling, Critical Thinking, Market Research, Econometrics, Finance
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Science (MS), Finance
Brigham Young University - Idaho 2012 — 2015
Bachelor of Science (BS), Financial Economics
Tyler Duke Tyler Duke's Beneficial Financial Group Experience August 2011 - December 2011
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch April 2012 - August 2012
IndustryPro January 2012 - April 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg
Education
Brigham Young University 2007 — 2013
Bachelor's degree, Business Finance
JMI Equity July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch April 2012 - August 2012
IndustryPro January 2012 - April 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg
Education
Brigham Young University 2007 — 2013
Bachelor's degree, Business Finance
Keaton Godfrey Keaton Godfrey's Beneficial Financial Group Experience August 2011 - December 2011
Job Senior Financial Analyst at Greener Equity
Industry Financial Services
Experience
Greener Equity May 2014 - Present
E*TRADE Financial Corporation December 2013 - April 2014
WTAS February 2012 - October 2013
Beneficial Financial Group August 2011 - December 2011
WTAS June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Achieve LLC May 2010 - November 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Highly detail oriented, Self-driven, Microsoft Excel, Collaboration, Oral & Written..., Problem Solving, PowerPoint, Portfolio Management, Fixed Income, DCF, Mergers & Acquisitions, Finance, Investments, Management, Accounting, Leadership, Financial Services, Equities, Due Diligence, Analysis, Corporate Finance, Public Speaking, Financial Planning, Strategic Planning, Customer Service, Data Analysis, Team Leadership, Financial Statements, Securities, Financial Accounting, Cash Flow, Financial Markets, Strategy, Asset Management, Forecasting, Options, Entrepreneurship, Business Strategy, Start-ups, Business Valuation, Budgets, Business Analysis
Education
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Utah State University - Jon M. Huntsman School of Business 2006 — 2007
Finance, General
Greener Equity May 2014 - Present
E*TRADE Financial Corporation December 2013 - April 2014
WTAS February 2012 - October 2013
Beneficial Financial Group August 2011 - December 2011
WTAS June 2011 - August 2011
Beneficial Financial Group January 2011 - April 2011
Achieve LLC May 2010 - November 2010
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Highly detail oriented, Self-driven, Microsoft Excel, Collaboration, Oral & Written..., Problem Solving, PowerPoint, Portfolio Management, Fixed Income, DCF, Mergers & Acquisitions, Finance, Investments, Management, Accounting, Leadership, Financial Services, Equities, Due Diligence, Analysis, Corporate Finance, Public Speaking, Financial Planning, Strategic Planning, Customer Service, Data Analysis, Team Leadership, Financial Statements, Securities, Financial Accounting, Cash Flow, Financial Markets, Strategy, Asset Management, Forecasting, Options, Entrepreneurship, Business Strategy, Start-ups, Business Valuation, Budgets, Business Analysis
Education
Brigham Young University 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 4.0
Utah State University - Jon M. Huntsman School of Business 2006 — 2007
Finance, General
Gina Anne Costigan's Beneficial Financial Group Experience August 1992 - August 2003
Job Director of Business Development at Mainstreet Mortgage
Industry Real Estate
Experience
Mainstreet Mortgage January 2015 - Present
Peak Corporate Network January 2014 - Present
Mainstreet Mortgage July 2013 - January 2014
Equis Staffing July 2012 - June 2013
Decision One Mortgage September 2003 - September 2007
Beneficial Financial Group August 1992 - August 2003
Skills
Applicant Tracking..., Cold Calling, Recruiting, Account Management, Business Development, Temporary Staffing, College Recruiting, Technical Recruiting, New Business Development, Talent Acquisition, Sales, Human Resources, Contract Recruitment, Management, Sales Management, Finance, Leadership, Temporary Placement, B2B, CRM, Networking, Training, Sourcing, Mortgage Lending, Executive Management, Executive Search, Interviews, Team Building, Marketing, Selling, Customer Service, Salesforce.com, Negotiation, Social Networking, Employee Benefits, Sales Process, Direct Sales, Start-ups, Small Business, Employee Training, Consulting, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, FHA, VA loans, Real Estate, Loans, FHA financing
Education
Cal Poly San Luis Obispo 1988 — 1993
BA, Liberal Studies
Santa Barbara City College 1988 — 1991
Cal Poly SLO, Bachelor's of Science in Liberal Studies and Minor In Speech Communications
Mainstreet Mortgage January 2015 - Present
Peak Corporate Network January 2014 - Present
Mainstreet Mortgage July 2013 - January 2014
Equis Staffing July 2012 - June 2013
Decision One Mortgage September 2003 - September 2007
Beneficial Financial Group August 1992 - August 2003
Skills
Applicant Tracking..., Cold Calling, Recruiting, Account Management, Business Development, Temporary Staffing, College Recruiting, Technical Recruiting, New Business Development, Talent Acquisition, Sales, Human Resources, Contract Recruitment, Management, Sales Management, Finance, Leadership, Temporary Placement, B2B, CRM, Networking, Training, Sourcing, Mortgage Lending, Executive Management, Executive Search, Interviews, Team Building, Marketing, Selling, Customer Service, Salesforce.com, Negotiation, Social Networking, Employee Benefits, Sales Process, Direct Sales, Start-ups, Small Business, Employee Training, Consulting, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, FHA, VA loans, Real Estate, Loans, FHA financing
Education
Cal Poly San Luis Obispo 1988 — 1993
BA, Liberal Studies
Santa Barbara City College 1988 — 1991
Cal Poly SLO, Bachelor's of Science in Liberal Studies and Minor In Speech Communications
Kris Willenbrecht Kris Willenbrecht's Beneficial Financial Group Experience September 2009 - December 2009
Job MBA Candidate, Class of 2017 at Brigham Young University
Industry Financial Services
Experience
Deloitte August 2013 - September 2015
Deloitte September 2011 - August 2013
KPMG LLP June 2010 - August 2010
JP Morgan January 2010 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Business Valuation, Financial Modeling, Corporate Finance, Data Analysis, Bloomberg, Financial Analysis, Valuation, Alternative Investments, Finance, Financial Reporting, Accounting, Venture Capital, Mergers, Investments, DCF, Capital Markets, Bloomberg Terminal, Risk Management, Equities, Competitive Analysis, Capital IQ, Entrepreneurship, Analysis, Financial Accounting, SEC filings, Strategic Financial..., Equity Valuation, Market Research, Auditing, Microsoft Excel, PowerPoint, Forecasting, Managerial Finance, Private Equity, Mergers & Acquisitions
Education
Brigham Young University 2008 — 2011
BS, Marriott School of Management (Finance)
Deloitte August 2013 - September 2015
Deloitte September 2011 - August 2013
KPMG LLP June 2010 - August 2010
JP Morgan January 2010 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Business Valuation, Financial Modeling, Corporate Finance, Data Analysis, Bloomberg, Financial Analysis, Valuation, Alternative Investments, Finance, Financial Reporting, Accounting, Venture Capital, Mergers, Investments, DCF, Capital Markets, Bloomberg Terminal, Risk Management, Equities, Competitive Analysis, Capital IQ, Entrepreneurship, Analysis, Financial Accounting, SEC filings, Strategic Financial..., Equity Valuation, Market Research, Auditing, Microsoft Excel, PowerPoint, Forecasting, Managerial Finance, Private Equity, Mergers & Acquisitions
Education
Brigham Young University 2008 — 2011
BS, Marriott School of Management (Finance)
Sabino Lagattolla's Beneficial Financial Group Experience June 1996 - December 2000
Job IT Manager at Commodore Builders
Industry Information Technology and Services
Experience
Commodore Builders March 2015 - Present
TCG Network Services February 2006 - Present
Beneficial Financial Group June 1996 - December 2000
Skills
VPN, Firewalls, DNS, TCP/IP, Windows Server, Antivirus, Active Directory, Microsoft Exchange, System Administration, Computer Hardware, XP, Technical Support, VMware ESX, Windows, Troubleshooting, Network Administration, Servers, Disaster Recovery, Virtualization, Operating Systems, DHCP, Help Desk Support, VoIP, Network Security, Windows 7, Hardware, Routers, Citrix, Networking, Cisco Technologies, VMware, System Deployment, Security, Data Center, Blackberry Enterprise..., VMware Infrastructure, SharePoint, IT Operations, Switches, Laptops, Linux, Software Documentation, Microsoft SQL Server, Managed Services, IIS, LAN-WAN, WAN, Vendor Management, IT Management, Cloud Computing
Education
Clark University 2004 — 2005
Commodore Builders March 2015 - Present
TCG Network Services February 2006 - Present
Beneficial Financial Group June 1996 - December 2000
Skills
VPN, Firewalls, DNS, TCP/IP, Windows Server, Antivirus, Active Directory, Microsoft Exchange, System Administration, Computer Hardware, XP, Technical Support, VMware ESX, Windows, Troubleshooting, Network Administration, Servers, Disaster Recovery, Virtualization, Operating Systems, DHCP, Help Desk Support, VoIP, Network Security, Windows 7, Hardware, Routers, Citrix, Networking, Cisco Technologies, VMware, System Deployment, Security, Data Center, Blackberry Enterprise..., VMware Infrastructure, SharePoint, IT Operations, Switches, Laptops, Linux, Software Documentation, Microsoft SQL Server, Managed Services, IIS, LAN-WAN, WAN, Vendor Management, IT Management, Cloud Computing
Education
Clark University 2004 — 2005
Travis Edwards's Beneficial Financial Group Experience September 2013 - April 2014
Job Equity Research Summer Analyst at HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
BYU Markets Club April 2015 - Present
Marriott School of Management September 2014 - December 2014
Thomson Hortsmann & Bryant June 2014 - August 2014
Beneficial Financial Group September 2013 - April 2014
Blackhawk Network May 2013 - August 2013
Skills
Equities, Financial Analysis, Valuation, Microsoft Word, Corporate Finance, Microsoft Excel, Finance, Customer Service, Financial Modeling
Education
Brigham Young University 2009 — 2016
Bachelor of Science (BS), Finance
HSBC June 2015 - Present
BYU Markets Club April 2015 - Present
Marriott School of Management September 2014 - December 2014
Thomson Hortsmann & Bryant June 2014 - August 2014
Beneficial Financial Group September 2013 - April 2014
Blackhawk Network May 2013 - August 2013
Skills
Equities, Financial Analysis, Valuation, Microsoft Word, Corporate Finance, Microsoft Excel, Finance, Customer Service, Financial Modeling
Education
Brigham Young University 2009 — 2016
Bachelor of Science (BS), Finance
Kyle Shanklin's Beneficial Financial Group Experience September 2013 - December 2013
Job Corporate Controller at Precision Concrete Cutting
Industry Construction
Experience
Precision Concrete Cutting - SafeSidewalks.com March 2014 - Present
EY June 2015 - July 2015
Beneficial Financial Group September 2013 - December 2013
Especially For Youth July 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teamwork, Microsoft Office, Social Media, Team Leadership, Time Management, Networking, Bookkeeping, QuickBooks, Bloomberg, Analysis, Journal Entries, Access, Spanish, Leadership
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Accountancy
Precision Concrete Cutting - SafeSidewalks.com March 2014 - Present
EY June 2015 - July 2015
Beneficial Financial Group September 2013 - December 2013
Especially For Youth July 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Teamwork, Microsoft Office, Social Media, Team Leadership, Time Management, Networking, Bookkeeping, QuickBooks, Bloomberg, Analysis, Journal Entries, Access, Spanish, Leadership
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Accountancy
Michael Bertrand Michael Bertrand's Beneficial Financial Group Experience January 2012 - April 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Global Financial Advisors, LP January 2013 - April 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Financial Statement..., Bloomberg, Microsoft Office, Financial Analysis, Investments, Finance, Outlook, Financial Modeling, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BSc), Finance
Hendrix College
Goldman Sachs June 2014 - Present
Global Financial Advisors, LP January 2013 - April 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Financial Statement..., Bloomberg, Microsoft Office, Financial Analysis, Investments, Finance, Outlook, Financial Modeling, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BSc), Finance
Hendrix College
Spencer Clegg Spencer Clegg's Beneficial Financial Group Experience January 2012 - April 2012
Job Financial Analyst at dōTERRA International LLC
Industry Financial Services
Experience
dōTERRA International LLC May 2014 - Present
Microenterprise Education Initiative January 2014 - April 2014
Brigham Young University July 2012 - February 2014
Sorenson Capital May 2013 - August 2013
JTS Pressure Washing May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
LDS Missionary Training Center July 2011 - April 2012
Signet Mortgage Corporation September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Intermountain Healthcare September 2008 - December 2008
Skills
Spanish, Excel, Word, Public Speaking, Teaching, Training, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Editing, Marketing, Social Media, Research, Coaching, Microsoft Office, Microsoft Word
Education
Brigham Young University 2008 — 2014
Bachelor of Science -- Finance, Junior
Brigham Young University - Hawaii 2009 — 2009
Davis High
Davis High
dōTERRA International LLC May 2014 - Present
Microenterprise Education Initiative January 2014 - April 2014
Brigham Young University July 2012 - February 2014
Sorenson Capital May 2013 - August 2013
JTS Pressure Washing May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
LDS Missionary Training Center July 2011 - April 2012
Signet Mortgage Corporation September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Intermountain Healthcare September 2008 - December 2008
Skills
Spanish, Excel, Word, Public Speaking, Teaching, Training, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Editing, Marketing, Social Media, Research, Coaching, Microsoft Office, Microsoft Word
Education
Brigham Young University 2008 — 2014
Bachelor of Science -- Finance, Junior
Brigham Young University - Hawaii 2009 — 2009
Davis High
Davis High
Linda Fountain Linda Fountain's Beneficial Financial Group Experience April 2001 - April 2009
Job Administrative Assistant at Oklahoma State Department of Health
Industry
Experience
Oklahoma Department of Health September 2011 - Present
Beneficial Financial Group April 2001 - April 2009
Finlay Fine Jewelry November 1996 - February 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Marketing, Social Media, Teamwork
Education
Cameron University
Oklahoma Department of Health September 2011 - Present
Beneficial Financial Group April 2001 - April 2009
Finlay Fine Jewelry November 1996 - February 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Marketing, Social Media, Teamwork
Education
Cameron University
Joungwon Yoon Joungwon Yoon's Beneficial Financial Group Experience January 2011 - April 2011
Job GSAM TM Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2012 - Present
Moon Capital June 2011 - August 2011
LG Electronics April 2011 - June 2011
Beneficial Financial Group January 2011 - April 2011
Brigham Young University September 2010 - April 2011
J.P. Morgan January 2010 - April 2010
Brigham Young University September 2008 - December 2008
Skills
Financial Modeling, Economics, Valuation, Data Analysis, Stata, Econometrics, Financial Analysis, Statistics, Finance
Education
Brigham Young University 2007 — 2011
Business Strategy/Economics
University of Cambridge 2008 — 2008
Pembroke-King’s College Programme
Goldman Sachs 2012 - Present
Moon Capital June 2011 - August 2011
LG Electronics April 2011 - June 2011
Beneficial Financial Group January 2011 - April 2011
Brigham Young University September 2010 - April 2011
J.P. Morgan January 2010 - April 2010
Brigham Young University September 2008 - December 2008
Skills
Financial Modeling, Economics, Valuation, Data Analysis, Stata, Econometrics, Financial Analysis, Statistics, Finance
Education
Brigham Young University 2007 — 2011
Business Strategy/Economics
University of Cambridge 2008 — 2008
Pembroke-King’s College Programme
MARICELA VIRAMONTES MARICELA VIRAMONTES's Beneficial Financial Group Experience March 2004 - September 2007
Job Licensed Sales Agent at Care1st Health Plan
Industry Hospital & Health Care
Experience
Care1st Health Plan - Yes, its all about you. Licensed Sales AgentUnitedHealth GroupSeptember 2007 - May 2011
Beneficial Financial Group March 2004 - September 2007
Bank of America January 2003 - March 2004
Bank of America June 1999 - January 2003
Skills
Medicare, Health Insurance, Healthcare, Insurance, Customer Service, HIPAA, Process Improvement, Sales, Employee Benefits, Account Management, Team Building, Call Centers
Education
Citrus College
Care1st Health Plan - Yes, its all about you. Licensed Sales AgentUnitedHealth GroupSeptember 2007 - May 2011
Beneficial Financial Group March 2004 - September 2007
Bank of America January 2003 - March 2004
Bank of America June 1999 - January 2003
Skills
Medicare, Health Insurance, Healthcare, Insurance, Customer Service, HIPAA, Process Improvement, Sales, Employee Benefits, Account Management, Team Building, Call Centers
Education
Citrus College
Scott Crockett, CFA Scott Crockett, CFA's Beneficial Financial Group Experience January 2009 - April 2009
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Jeff Borgens Jeff Borgens's Beneficial Financial Group Experience 1988 - 1990
Job Sr. Manager, Finance at Aiphone Corporation
Industry Electrical/Electronic Manufacturing
Experience
Aiphone Corporation April 2015 - Present
Aiphone Corporation January 2000 - Present
CFDD SPS Chapter 2010 - 2011
NACM Business Credit Services 2009 - 2010
NACM Business Credit Services 2005 - 2010
Ste. Michelle Wine Estates January 1998 - October 1999
Microsoft 1993 - 1998
Egghead Software 1990 - 1993
Beneficial Financial Group 1988 - 1990
Le Bon Marché 1987 - 1988
Skills
Financial Analysis, Customer Service, Sales, Benchmarking, Management, Software, Iso 9000, Credit Management, System Implementations, Wine, Credit, Strategic Planning, Sales Management, Risk Management, Negotiation, Accounts Receivable, Portfolio Management, Team Building, Microsoft Office, Contract Negotiation, ISO Management...
Education
Central Washington University 1982 — 1987
BS
Aiphone Corporation April 2015 - Present
Aiphone Corporation January 2000 - Present
CFDD SPS Chapter 2010 - 2011
NACM Business Credit Services 2009 - 2010
NACM Business Credit Services 2005 - 2010
Ste. Michelle Wine Estates January 1998 - October 1999
Microsoft 1993 - 1998
Egghead Software 1990 - 1993
Beneficial Financial Group 1988 - 1990
Le Bon Marché 1987 - 1988
Skills
Financial Analysis, Customer Service, Sales, Benchmarking, Management, Software, Iso 9000, Credit Management, System Implementations, Wine, Credit, Strategic Planning, Sales Management, Risk Management, Negotiation, Accounts Receivable, Portfolio Management, Team Building, Microsoft Office, Contract Negotiation, ISO Management...
Education
Central Washington University 1982 — 1987
BS
Niki Hirst's Beneficial Financial Group Experience August 1999 - February 2002
Job Sales Manager at Azule Staffing
Industry Information Technology and Services
Experience
Azule Staffing April 2015 - Present
AgreeYa Solutions December 2013 - April 2015
Modis January 2012 - December 2013
Enclipse July 2009 - January 2012
Oce Printing Systems May 2008 - June 2009
First NLC February 2002 - December 2007
Beneficial Financial Group August 1999 - February 2002
Hall Kinion 1998 - 1999
Intersoft KK 1996 - 1998
Skills
Cold Calling, Contract Negotiation, Networking, Telemarketing, Account Management, New Business Development, Business Development, Sales Process, Direct Sales, Lead Generation, Sales, Sales Management, Recruiting, B2B, Team Building, Business Analysis, Negotiation, Solution Selling, Project Management, Enterprise Software, Program Management, Cloud Computing, SaaS, Vendor Management, Technical Recruiting, Leadership, Selling, Professional Services, Training, Strategic Planning, Strategic Partnerships, CRM, Talent Acquisition, Consulting, Management, Outsourcing, Telecommunications, Marketing, Staffing Services, Staff Augmentation
Education
San Jose State University 1995 — 1998
BS, Psychology/bus mgmt
De Anza College 1991 — 1995
psychology
Fremont high School 1990 — 1990
general education
Azule Staffing April 2015 - Present
AgreeYa Solutions December 2013 - April 2015
Modis January 2012 - December 2013
Enclipse July 2009 - January 2012
Oce Printing Systems May 2008 - June 2009
First NLC February 2002 - December 2007
Beneficial Financial Group August 1999 - February 2002
Hall Kinion 1998 - 1999
Intersoft KK 1996 - 1998
Skills
Cold Calling, Contract Negotiation, Networking, Telemarketing, Account Management, New Business Development, Business Development, Sales Process, Direct Sales, Lead Generation, Sales, Sales Management, Recruiting, B2B, Team Building, Business Analysis, Negotiation, Solution Selling, Project Management, Enterprise Software, Program Management, Cloud Computing, SaaS, Vendor Management, Technical Recruiting, Leadership, Selling, Professional Services, Training, Strategic Planning, Strategic Partnerships, CRM, Talent Acquisition, Consulting, Management, Outsourcing, Telecommunications, Marketing, Staffing Services, Staff Augmentation
Education
San Jose State University 1995 — 1998
BS, Psychology/bus mgmt
De Anza College 1991 — 1995
psychology
Fremont high School 1990 — 1990
general education
Nathan Pease Nathan Pease's Beneficial Financial Group Experience January 2012 - April 2012
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
King Chun Hung King Chun Hung's Beneficial Financial Group Experience September 2012 - May 2013
Job Financial Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
Vernell Johnson's Beneficial Financial Group Experience January 2002 - November 2002
Job
Industry Government Administration
Experience
City of Killeen, Texas November 2002 - Present
Beneficial Financial Group January 2002 - November 2002
M&T Bank February 1998 - October 2000
Skills
Training, PowerPoint, Payroll, Accounting, Customer Service, Budgets, Sales, Policy, System Administration, Access, Administration, Recruiting, Leadership, Microsoft Word, Human Resources, Management, Documentation
Education
Tarleton State University 2007 — 2008
Bachelor's degree, Business Administration and Management, General
Central Texas College 2005 — 2006
Business, Management, Marketing, and Related Support Services
City of Killeen, Texas November 2002 - Present
Beneficial Financial Group January 2002 - November 2002
M&T Bank February 1998 - October 2000
Skills
Training, PowerPoint, Payroll, Accounting, Customer Service, Budgets, Sales, Policy, System Administration, Access, Administration, Recruiting, Leadership, Microsoft Word, Human Resources, Management, Documentation
Education
Tarleton State University 2007 — 2008
Bachelor's degree, Business Administration and Management, General
Central Texas College 2005 — 2006
Business, Management, Marketing, and Related Support Services
David Schofield David Schofield's Beneficial Financial Group Experience December 2004 - June 2006
Job President/Founder, eShop Health Insurance.
Industry Financial Services
Experience
eShop Health Insurance September 2013 - Present
Cornerstone Financial Advisors June 2006 - Present
Beneficial Financial Group December 2004 - June 2006
Pinnacle Security April 2002 - August 2004
Skills
Insurance, Life Insurance, Fixed Annuities, Customer Service, Health Insurance, Estate Planning, Financial Planners, Term Life Insurance, Whole Life, Fixed Income, Financial Planning, Insurance Planning, Tax Planning, Employee Benefits, Fixed Income Products, Annuities, Investments, 401k, Investment Strategies, Series 7
Education
Brigham Young University - Idaho 1999 — 2004
BS, Business Management/Marketing
eShop Health Insurance September 2013 - Present
Cornerstone Financial Advisors June 2006 - Present
Beneficial Financial Group December 2004 - June 2006
Pinnacle Security April 2002 - August 2004
Skills
Insurance, Life Insurance, Fixed Annuities, Customer Service, Health Insurance, Estate Planning, Financial Planners, Term Life Insurance, Whole Life, Fixed Income, Financial Planning, Insurance Planning, Tax Planning, Employee Benefits, Fixed Income Products, Annuities, Investments, 401k, Investment Strategies, Series 7
Education
Brigham Young University - Idaho 1999 — 2004
BS, Business Management/Marketing
Kashif Bhatti, MBA Kashif Bhatti, MBA's Beneficial Financial Group Experience June 2008 - August 2009
Job Tax Documentation Specialist at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Robby Rasmusen Robby Rasmusen's Beneficial Financial Group Experience August 2013 - December 2013
Job Analyst Corporate Strategy
Industry Retail
Experience
Walmart February 2015 - Present
Walmart May 2014 - August 2014
Beneficial Financial Group August 2013 - December 2013
Church History Library September 2010 - December 2010
Skills
Analysis, PowerPoint, Finance, Public Speaking, Economics, Investments
Education
Brigham Young University 2013 — 2015
Bachelor's degree, Finance, General- Marriott School of Management, Junior
Walmart February 2015 - Present
Walmart May 2014 - August 2014
Beneficial Financial Group August 2013 - December 2013
Church History Library September 2010 - December 2010
Skills
Analysis, PowerPoint, Finance, Public Speaking, Economics, Investments
Education
Brigham Young University 2013 — 2015
Bachelor's degree, Finance, General- Marriott School of Management, Junior
Nick Pond Nick Pond's Beneficial Financial Group Experience August 2011 - December 2011
Job Specialty Sales Professional at Insys Therapeutics, Inc.
Industry Hospital & Health Care
Experience
Insys Therapeutics, Inc. June 2015 - Present
The Walt Disney Company January 2015 - Present
Ameritas Hispanic Pathways August 2012 - September 2014
Michael Page International July 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
JetBlue Airways January 2011 - August 2011
Chrysalis January 2009 - February 2010
Brigham Young University June 2009 - July 2009
Orkin Pest Control May 2008 - August 2008
Skills
Leadership, Budgets, Analysis, Time Management, Strategy, Team Building, Creative Writing, Creativity, Team Leadership, Management, Humor, Marketing Strategy, Sales, Research, Spanish, Project Management, Business Development
Education
Brigham Young University 2008 — 2012
Bachelor of Arts (B.A.) in Economics, Business/Managerial Economics
Brigham Young University 2004 — 2012
Bachelor of Arts (B.A.), Economics, 3.2
Insys Therapeutics, Inc. June 2015 - Present
The Walt Disney Company January 2015 - Present
Ameritas Hispanic Pathways August 2012 - September 2014
Michael Page International July 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
JetBlue Airways January 2011 - August 2011
Chrysalis January 2009 - February 2010
Brigham Young University June 2009 - July 2009
Orkin Pest Control May 2008 - August 2008
Skills
Leadership, Budgets, Analysis, Time Management, Strategy, Team Building, Creative Writing, Creativity, Team Leadership, Management, Humor, Marketing Strategy, Sales, Research, Spanish, Project Management, Business Development
Education
Brigham Young University 2008 — 2012
Bachelor of Arts (B.A.) in Economics, Business/Managerial Economics
Brigham Young University 2004 — 2012
Bachelor of Arts (B.A.), Economics, 3.2
Mark Robertson Mark Robertson's Beneficial Financial Group Experience 2001 - 2009
Job Managing Partner at RDJ Financial Architects
Industry Financial Services
Experience
University of Nevada Las Vegas January 2009 - Present
RDJ Financial Architects April 2001 - Present
Beneficial Financial Group 2001 - 2009
NV Energy September 1992 - April 2001
Education
City University of Seattle 1994 — 1997
MBA, Personal Financial Planning
Brigham Young University 1982 — 1984
Bachelor of Science (BS), Finance, General
University of Nevada Las Vegas January 2009 - Present
RDJ Financial Architects April 2001 - Present
Beneficial Financial Group 2001 - 2009
NV Energy September 1992 - April 2001
Education
City University of Seattle 1994 — 1997
MBA, Personal Financial Planning
Brigham Young University 1982 — 1984
Bachelor of Science (BS), Finance, General
Stephen Case's Beneficial Financial Group Experience August 2012 - December 2012
Job Finance Associate at Apple
Industry Financial Services
Experience
Apple September 2014 - Present
BYU Corporate Finance Club April 2013 - April 2014
Apple May 2013 - August 2013
Cisco Systems August 2012 - May 2013
Beneficial Financial Group August 2012 - December 2012
The McFletcher Corporation August 2006 - October 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Leadership, Finance, Spanish, Social Media, Research, Investments, Market Research, Data Analysis
Education
Brigham Young University 2009 — 2014
B.S., Finance, 3.95/4.00
Apple September 2014 - Present
BYU Corporate Finance Club April 2013 - April 2014
Apple May 2013 - August 2013
Cisco Systems August 2012 - May 2013
Beneficial Financial Group August 2012 - December 2012
The McFletcher Corporation August 2006 - October 2009
Skills
Analysis, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Leadership, Finance, Spanish, Social Media, Research, Investments, Market Research, Data Analysis
Education
Brigham Young University 2009 — 2014
B.S., Finance, 3.95/4.00
Lucas Duraccio Lucas Duraccio's Beneficial Financial Group Experience January 2013 - May 2013
Job Financial Analyst
Industry Financial Services
Experience
Vivint May 2014 - Present
Nordstrom June 2013 - August 2013
Beneficial Financial Group January 2013 - May 2013
BYU Football August 2012 - May 2013
Warmzone August 2012 - December 2012
Kids On The Move January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Accounting, Economics, Analysis, Finance, Data Analysis, Sales
Education
Brigham Young University, Marriot School of Management 2010 — 2014
Bachelor of Science, Finance
Brigham Young University 2006 — 2013
Vivint May 2014 - Present
Nordstrom June 2013 - August 2013
Beneficial Financial Group January 2013 - May 2013
BYU Football August 2012 - May 2013
Warmzone August 2012 - December 2012
Kids On The Move January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Accounting, Economics, Analysis, Finance, Data Analysis, Sales
Education
Brigham Young University, Marriot School of Management 2010 — 2014
Bachelor of Science, Finance
Brigham Young University 2006 — 2013
Cade Blatter Cade Blatter's Beneficial Financial Group Experience January 2010 - April 2010
Job Finance Intern at Nu Skin Enterprises
Industry Financial Services
Experience
Nu Skin Enterprises August 2010 - Present
Granada Advisors March 2010 - March 2011
Tucanos Brazilian Grill January 2009 - September 2010
Beneficial Financial Group January 2010 - April 2010
T.C.'s Lawn Care March 2000 - July 2006
Education
Brigham Young University, Marriott School of Management 2009 — 2012
Bachelor of Science, Business Management; Finance
Colorado State University 2005 — 2006
Construction Managment
Nu Skin Enterprises August 2010 - Present
Granada Advisors March 2010 - March 2011
Tucanos Brazilian Grill January 2009 - September 2010
Beneficial Financial Group January 2010 - April 2010
T.C.'s Lawn Care March 2000 - July 2006
Education
Brigham Young University, Marriott School of Management 2009 — 2012
Bachelor of Science, Business Management; Finance
Colorado State University 2005 — 2006
Construction Managment
Clarence Woods Clarence Woods's Beneficial Financial Group Experience 1991 - 1993
Job Director of Marketing and Member Services at YWCA New Britain
Industry Nonprofit Organization Management
Experience
YWCA New Britain October 2014 - Present
Paladin Outerwear January 2014 - Present
ACN October 2010 - Present
Executive Concierge June 2006 - Present
Connecticut Vineyard Tours May 2009 - May 2011
Adecco Group August 2005 - December 2008
Enterprise Rent-A-Car July 1996 - July 2004
Enterprise Rent-A-Car January 1995 - January 2003
Enterprise Rent-A-Car January 1993 - January 1995
Beneficial Financial Group 1991 - 1993
Skills
Customer Service, New Business Development, Customer Relations, Entrepreneur, Market Research, B2B, Business Development, Time Management, Energy, Hospitality, Leadership, Entrepreneurship, Team Building, Marketing, Leadership Development, Program Management, Coaching, Customer Satisfaction, Direct Sales, Management, Training, Marketing Communications, Sales Management, Community Outreach, Marketing Strategy, Customer Retention, Small Business, Contract Negotiation, Sales Operations, Online Marketing, Start-ups, Social Media Marketing, Recruiting, Retail, Public Relations, Event Planning, Account Management, Business Planning, Human Resources, Negotiation, Social Networking, Sales, Budgets, Social Media, Employee Training, Strategic Planning, Fundraising, Team Leadership, Event Management, Selling
Education
Concordia University-Seward 1984 — 1988
Bachelor of arts, Organizational Management, deans list final two semesters
Lutheran High School North 1980 — 1984
High School Diploma, College Prep
YWCA New Britain October 2014 - Present
Paladin Outerwear January 2014 - Present
ACN October 2010 - Present
Executive Concierge June 2006 - Present
Connecticut Vineyard Tours May 2009 - May 2011
Adecco Group August 2005 - December 2008
Enterprise Rent-A-Car July 1996 - July 2004
Enterprise Rent-A-Car January 1995 - January 2003
Enterprise Rent-A-Car January 1993 - January 1995
Beneficial Financial Group 1991 - 1993
Skills
Customer Service, New Business Development, Customer Relations, Entrepreneur, Market Research, B2B, Business Development, Time Management, Energy, Hospitality, Leadership, Entrepreneurship, Team Building, Marketing, Leadership Development, Program Management, Coaching, Customer Satisfaction, Direct Sales, Management, Training, Marketing Communications, Sales Management, Community Outreach, Marketing Strategy, Customer Retention, Small Business, Contract Negotiation, Sales Operations, Online Marketing, Start-ups, Social Media Marketing, Recruiting, Retail, Public Relations, Event Planning, Account Management, Business Planning, Human Resources, Negotiation, Social Networking, Sales, Budgets, Social Media, Employee Training, Strategic Planning, Fundraising, Team Leadership, Event Management, Selling
Education
Concordia University-Seward 1984 — 1988
Bachelor of arts, Organizational Management, deans list final two semesters
Lutheran High School North 1980 — 1984
High School Diploma, College Prep
Seung Hyun Ko's Beneficial Financial Group Experience January 2009 - December 2009
Job Investment Banking Strategy and Ventures at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse IB Strategy and Ventures June 2014 - Present
Credit Suisse IBD Global Markets Solutions Group (GMSG) July 2011 - June 2014
Brigham Young University August 2010 - July 2011
Credit Suisse June 2010 - August 2010
PricewaterhouseCoopers January 2010 - April 2010
Beneficial Financial Group January 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Equity Research, Capital Markets, Private Equity, Fixed Income, Investment Banking, Financial Reporting, Structured Finance, Derivatives, Venture Capital, Investments, Portfolio Management, Strategy, Due Diligence, Structured Products
Education
Brigham Young University
BS, Information Systems, Economics
Credit Suisse IB Strategy and Ventures June 2014 - Present
Credit Suisse IBD Global Markets Solutions Group (GMSG) July 2011 - June 2014
Brigham Young University August 2010 - July 2011
Credit Suisse June 2010 - August 2010
PricewaterhouseCoopers January 2010 - April 2010
Beneficial Financial Group January 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Equity Research, Capital Markets, Private Equity, Fixed Income, Investment Banking, Financial Reporting, Structured Finance, Derivatives, Venture Capital, Investments, Portfolio Management, Strategy, Due Diligence, Structured Products
Education
Brigham Young University
BS, Information Systems, Economics
Paul Scherbel Paul Scherbel's Beneficial Financial Group Experience January 2002 - July 2004
Job Senior Product Manager of Missionary Mobile Devices at The Church of Jesus Christ of Latterday Saints
Industry Information Technology and Services
Experience
The Church of Jesus Christ of Latter-day Saints October 2014 - Present
LDS Church May 2010 - Present
The U.S. Department of State July 2004 - July 2010
Beneficial Financial Group January 2002 - July 2004
AirSwitch January 2001 - January 2002
Skills
Policy, Telecommunications, HTML, SharePoint, Windows Server, Security, Cisco Technologies, Software Documentation, Technical Writing, Network Security, Servers, SQL, Active Directory, Network Administration, Disaster Recovery, Mobile Devices, Product Management, Management, Team Leadership, Program Management, Process Improvement, Leadership, Strategic Planning, Public Speaking, Project Management, System Administration, Microsoft Office, Technical Support, Troubleshooting, Mobile Device Management, iPad Support, MailChimp, iPhone, iPhone Support, Microsoft Surface, Evernote
Education
Brigham Young University
BS, Business Information Systems
Utah State University
MS, Information Systems Management
The Church of Jesus Christ of Latter-day Saints October 2014 - Present
LDS Church May 2010 - Present
The U.S. Department of State July 2004 - July 2010
Beneficial Financial Group January 2002 - July 2004
AirSwitch January 2001 - January 2002
Skills
Policy, Telecommunications, HTML, SharePoint, Windows Server, Security, Cisco Technologies, Software Documentation, Technical Writing, Network Security, Servers, SQL, Active Directory, Network Administration, Disaster Recovery, Mobile Devices, Product Management, Management, Team Leadership, Program Management, Process Improvement, Leadership, Strategic Planning, Public Speaking, Project Management, System Administration, Microsoft Office, Technical Support, Troubleshooting, Mobile Device Management, iPad Support, MailChimp, iPhone, iPhone Support, Microsoft Surface, Evernote
Education
Brigham Young University
BS, Business Information Systems
Utah State University
MS, Information Systems Management
Jason Memmott Jason Memmott's Beneficial Financial Group Experience September 2005 - October 2009
Job Life Underwriting Manager at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance September 2014 - Present
ING March 2010 - September 2014
Beneficial Financial Group September 2005 - October 2009
State Farm Insurance September 2003 - September 2005
State Farm Insurance January 1998 - September 2003
Shane Company July 1994 - January 1998
Skills
Underwriting, Insurance, Financial Risk, General Insurance, Liability, Casualty, Claims Management, Training, Life Insurance
Education
Brigham Young University 1988 — 1992
BA, Communications, Public Relations
Association
Nationwide Insurance September 2014 - Present
ING March 2010 - September 2014
Beneficial Financial Group September 2005 - October 2009
State Farm Insurance September 2003 - September 2005
State Farm Insurance January 1998 - September 2003
Shane Company July 1994 - January 1998
Skills
Underwriting, Insurance, Financial Risk, General Insurance, Liability, Casualty, Claims Management, Training, Life Insurance
Education
Brigham Young University 1988 — 1992
BA, Communications, Public Relations
Association
Blake Lord Blake Lord's Beneficial Financial Group Experience September 2013 - December 2013
Job Investment Banking Summer Analyst at Nomura
Industry Financial Services
Experience
Nomura June 2015 - Present
Greener Equity March 2014 - June 2015
Brigham Young University January 2014 - August 2014
Industrial Supply May 2013 - January 2014
Beneficial Financial Group September 2013 - December 2013
Willey Ford & Lincoln September 2012 - December 2012
The Church of Jesus Christ Of Latter-Day Saints September 2010 - September 2012
Skills
Microsoft Excel, Estonian, Sales, Data Analysis, Economics, Team Leadership, Weightlifting, Equity Valuation, DCF Valuation, Accounting, Success Driven, College Football, Customer Service, Research, 409A, Valuation
Education
Brigham Young University - Marriott School of Management 2009 — 2016
Bachelor of Science (BS), Finance, Economics
Woods Cross High School 2006 — 2009
3.94/4.0
Nomura June 2015 - Present
Greener Equity March 2014 - June 2015
Brigham Young University January 2014 - August 2014
Industrial Supply May 2013 - January 2014
Beneficial Financial Group September 2013 - December 2013
Willey Ford & Lincoln September 2012 - December 2012
The Church of Jesus Christ Of Latter-Day Saints September 2010 - September 2012
Skills
Microsoft Excel, Estonian, Sales, Data Analysis, Economics, Team Leadership, Weightlifting, Equity Valuation, DCF Valuation, Accounting, Success Driven, College Football, Customer Service, Research, 409A, Valuation
Education
Brigham Young University - Marriott School of Management 2009 — 2016
Bachelor of Science (BS), Finance, Economics
Woods Cross High School 2006 — 2009
3.94/4.0
Josh Prettyman's Beneficial Financial Group Experience January 2013 - May 2013
Job Intern Shared Services Group Parking & Radio Services at Boeing
Industry Facilities Services
Experience
Boeing May 2015 - Present
PEG Development January 2015 - Present
Brigham Young University September 2014 - Present
Peak Capital Partners September 2014 - January 2015
Vision Home Security September 2013 - July 2014
Vivint March 2013 - February 2014
Beneficial Financial Group January 2013 - May 2013
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion September 2010 - August 2012
The Grandview on The Hudson June 2009 - August 2010
Red Fox Farm May 2008 - August 2010
Skills
Public Speaking, Spanish, Leadership, Critical Thinking, Security, Customer Service, Training, Recruiting, PowerPoint, Teaching, Volunteer Management, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Editing, Access, Technical Writing, Leadership Development, Community Outreach, Fundraising, Outlook, Inventory Management, RS Means, BIM, Revit, Securities analysis, Proforma financial..., Financial Management, Commercial Real Estate, Financial Analysis, Underwriting, Argus Modeling, Management, Time Management, Social Media, Team Building, Teamwork, Project Management, Analysis, Data Analysis
Education
Brigham Young University 2009 — 2015
Brigham Young University 2009 — 2015
Boeing May 2015 - Present
PEG Development January 2015 - Present
Brigham Young University September 2014 - Present
Peak Capital Partners September 2014 - January 2015
Vision Home Security September 2013 - July 2014
Vivint March 2013 - February 2014
Beneficial Financial Group January 2013 - May 2013
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion September 2010 - August 2012
The Grandview on The Hudson June 2009 - August 2010
Red Fox Farm May 2008 - August 2010
Skills
Public Speaking, Spanish, Leadership, Critical Thinking, Security, Customer Service, Training, Recruiting, PowerPoint, Teaching, Volunteer Management, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Editing, Access, Technical Writing, Leadership Development, Community Outreach, Fundraising, Outlook, Inventory Management, RS Means, BIM, Revit, Securities analysis, Proforma financial..., Financial Management, Commercial Real Estate, Financial Analysis, Underwriting, Argus Modeling, Management, Time Management, Social Media, Team Building, Teamwork, Project Management, Analysis, Data Analysis
Education
Brigham Young University 2009 — 2015
Brigham Young University 2009 — 2015
Deborah Nagy Deborah Nagy's Beneficial Financial Group Experience December 1997 - March 1998
Job Administration/Teachers Aid at Mt. Olive Board of Education
Industry Government Administration
Experience
Mt. Olive Board of Education September 2000 - Present
Beneficial Financial Group December 1997 - March 1998
Fireman's Fund Insurance Company August 1983 - June 1992
Skills
My areas of expertise..., Quick learner, works..., Teaching, Event Planning, Microsoft Word, Teamwork, Analysis, Program Management, Access, Public Speaking, Process Improvement
Education
County College of Morris 1981 — 1983
some college, Computer Programming
Mt. Olive Board of Education September 2000 - Present
Beneficial Financial Group December 1997 - March 1998
Fireman's Fund Insurance Company August 1983 - June 1992
Skills
My areas of expertise..., Quick learner, works..., Teaching, Event Planning, Microsoft Word, Teamwork, Analysis, Program Management, Access, Public Speaking, Process Improvement
Education
County College of Morris 1981 — 1983
some college, Computer Programming
Jason A. Miller's Beneficial Financial Group Experience May 2008 - August 2012
Job Finance, Risk, and Investment Professional
Industry Banking
Experience
Zions Bancorp March 2015 - Present
AD Tec September 2012 - Present
Beneficial Financial Group May 2008 - August 2012
Brigham Young University August 2006 - May 2008
DMBA May 2007 - September 2007
DMP Construction September 2003 - July 2006
Merrill Lynch August 1999 - August 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Management, Analysis, Strategy, Valuation, Asset Allocation, Asset Management, Entrepreneurship, Credit Analysis, Portfolio Management, Finance, Leadership
Education
Brigham Young University 2006 — 2008
Master's Degree, Finance and Strategy
University of California, Riverside 1995 — 1997
BS, Biology
Zions Bancorp March 2015 - Present
AD Tec September 2012 - Present
Beneficial Financial Group May 2008 - August 2012
Brigham Young University August 2006 - May 2008
DMBA May 2007 - September 2007
DMP Construction September 2003 - July 2006
Merrill Lynch August 1999 - August 2003
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Management, Analysis, Strategy, Valuation, Asset Allocation, Asset Management, Entrepreneurship, Credit Analysis, Portfolio Management, Finance, Leadership
Education
Brigham Young University 2006 — 2008
Master's Degree, Finance and Strategy
University of California, Riverside 1995 — 1997
BS, Biology
James Ulm's Beneficial Financial Group Experience August 1989 - June 1998
Job IM Lead, US Business Intelligence at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson December 2006 - Present
Pfizer, Inc. April 2000 - December 2006
Pfizer Consumer Healthcare 2001 - 2004
Warner Lambert August 1999 - April 2000
Household International June 1998 - August 1999
Beneficial Financial Group August 1989 - June 1998
Skills
Medical Devices, SDLC, Data Warehousing, SharePoint, Computer System..., Business Intelligence, Cross-functional Team..., Business Analysis, Pharmaceutical Industry, Change Management, Integration, Vendor Management, Project Management, Validation, FDA, IT Strategy, Visio, Process Improvement, SAP, Team Leadership
Education
Centenary College 2004 — 2006
BS, Business Admin
Hawthorne College
AS, Business Admin
Johnson & Johnson December 2006 - Present
Pfizer, Inc. April 2000 - December 2006
Pfizer Consumer Healthcare 2001 - 2004
Warner Lambert August 1999 - April 2000
Household International June 1998 - August 1999
Beneficial Financial Group August 1989 - June 1998
Skills
Medical Devices, SDLC, Data Warehousing, SharePoint, Computer System..., Business Intelligence, Cross-functional Team..., Business Analysis, Pharmaceutical Industry, Change Management, Integration, Vendor Management, Project Management, Validation, FDA, IT Strategy, Visio, Process Improvement, SAP, Team Leadership
Education
Centenary College 2004 — 2006
BS, Business Admin
Hawthorne College
AS, Business Admin
Jonathan Skarda's Beneficial Financial Group Experience May 2008 - August 2008
Job Analytics Manager
Industry Insurance
Experience
eReinsure April 2009 - Present
Beneficial Financial Group May 2008 - August 2008
Brigham Young University: Office of Information Technology 2003 - 2004
Skills
VBA, Microsoft SQL Server, Microsoft Access, Microsoft Excel, R, SAS, Oracle SQL, Microsoft Office, Analytics, Unix, Statistics, Access
Education
Brigham Young University 2003 — 2009
Baccalaureate, Actuarial Science, Statistics, Economics
eReinsure April 2009 - Present
Beneficial Financial Group May 2008 - August 2008
Brigham Young University: Office of Information Technology 2003 - 2004
Skills
VBA, Microsoft SQL Server, Microsoft Access, Microsoft Excel, R, SAS, Oracle SQL, Microsoft Office, Analytics, Unix, Statistics, Access
Education
Brigham Young University 2003 — 2009
Baccalaureate, Actuarial Science, Statistics, Economics
Lee Stapleton's Beneficial Financial Group Experience 1990 - 1998
Job Technical Project Soultions Consultant at Princeton Information
Industry Information Technology and Services
Experience
Princeton Information February 2012 - Present
Sherpa LLC April 2010 - October 2011
The Nakoma Group March 2008 - December 2009
Bank Of America 2008 - 2009
HSBC Corporation - Decision One 1990 - 2007
HSBC 1990 - 2007
Beneficial Financial Group 1990 - 1998
Skills
Management, Leadership, Software Project..., Business Analysis, Program Management, Vendor Management, SDLC, Data Warehousing, Banking, Requirements Analysis, Business Requirements, Requirements Gathering, Business Process, Project Management, PMP
Education
Centenary College 1981 — 1985
Bachelor of Science (B.S.), Management and Information Systems
Princeton Information February 2012 - Present
Sherpa LLC April 2010 - October 2011
The Nakoma Group March 2008 - December 2009
Bank Of America 2008 - 2009
HSBC Corporation - Decision One 1990 - 2007
HSBC 1990 - 2007
Beneficial Financial Group 1990 - 1998
Skills
Management, Leadership, Software Project..., Business Analysis, Program Management, Vendor Management, SDLC, Data Warehousing, Banking, Requirements Analysis, Business Requirements, Requirements Gathering, Business Process, Project Management, PMP
Education
Centenary College 1981 — 1985
Bachelor of Science (B.S.), Management and Information Systems
Andy Majette's Beneficial Financial Group Experience January 1991 - November 2002
Job District Manager at Nicholas Financial Inc.
Industry Banking
Experience
Nicholas Financial Inc. October 2013 - Present
PNC Bank November 2010 - October 2013
Citi Financial Services August 2010 - November 2010
Insuranti March 2008 - January 2010
HFC, member HSBC June 2005 - December 2007
HSBC November 2002 - June 2005
Beneficial Financial Group January 1991 - November 2002
Skills
Management, Loans, Business Development, Mortgage Lending, Credit, Negotiation, Leadership, Sales, Portfolio Management, Budgets, CRM, Customer Service, Team Building, Sales Management, Insurance, Banking, Retail Banking
Education
East Carolina University
MBA
East Carolina University
BSBA, Concentration in Finance
Nicholas Financial Inc. October 2013 - Present
PNC Bank November 2010 - October 2013
Citi Financial Services August 2010 - November 2010
Insuranti March 2008 - January 2010
HFC, member HSBC June 2005 - December 2007
HSBC November 2002 - June 2005
Beneficial Financial Group January 1991 - November 2002
Skills
Management, Loans, Business Development, Mortgage Lending, Credit, Negotiation, Leadership, Sales, Portfolio Management, Budgets, CRM, Customer Service, Team Building, Sales Management, Insurance, Banking, Retail Banking
Education
East Carolina University
MBA
East Carolina University
BSBA, Concentration in Finance
Ryan Morgenegg's Beneficial Financial Group Experience Communications SpecialistInternational Sports Broadcasting 2002 OlympicsJuly 2001 - March 2002
Job Marketing Manager at Beneficial Financial Group
Industry Financial Services
Experience
Beneficial Financial Group Communications SpecialistInternational Sports Broadcasting 2002 OlympicsJuly 2001 - March 2002
Education
Brigham Young University 1994 — 1997
Beneficial Financial Group Communications SpecialistInternational Sports Broadcasting 2002 OlympicsJuly 2001 - March 2002
Education
Brigham Young University 1994 — 1997
Kelly Frank's Beneficial Financial Group Experience May 2003 - May 2004
Job IT Vendor Management Office (VMO) Leader
Industry Aviation & Aerospace
Experience
United Launch Alliance (ULA)/Lockheed Martin May 2004 - Present
Beneficial Financial Group May 2003 - May 2004
City of Fort Collins August 2002 - May 2003
Skills
Government Contracting, Program Management, Process Improvement, Management, Marketing, Earned Value Management, DoD, Analysis, Project Management, Security Clearance, Business Process..., Strategic Planning, Six Sigma, Risk Management, Business Analysis, Integration, MS Project, Budgets, Aerospace, Cross-functional Team..., Defense, Leadership, Strategy, Proposal Writing, Procurement, Supply Chain Management, Microsoft Project, Vendor Management, Change Management, Manufacturing, Enterprise Software, Continuous Improvement, Financial Analysis, Government, Requirements Analysis, ERP, Information Technology, Project Planning, Negotiation, Supply Chain
Education
Regis University 2007 — 2008
MBA, Marketing
Colorado State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
United Launch Alliance (ULA)/Lockheed Martin May 2004 - Present
Beneficial Financial Group May 2003 - May 2004
City of Fort Collins August 2002 - May 2003
Skills
Government Contracting, Program Management, Process Improvement, Management, Marketing, Earned Value Management, DoD, Analysis, Project Management, Security Clearance, Business Process..., Strategic Planning, Six Sigma, Risk Management, Business Analysis, Integration, MS Project, Budgets, Aerospace, Cross-functional Team..., Defense, Leadership, Strategy, Proposal Writing, Procurement, Supply Chain Management, Microsoft Project, Vendor Management, Change Management, Manufacturing, Enterprise Software, Continuous Improvement, Financial Analysis, Government, Requirements Analysis, ERP, Information Technology, Project Planning, Negotiation, Supply Chain
Education
Regis University 2007 — 2008
MBA, Marketing
Colorado State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Guy Morrow's Beneficial Financial Group Experience 1990 - 1994
Job Corporate Account Manager at FedEx Services
Industry Transportation/Trucking/Railroad
Experience
FedEx Services November 2008 - Present
DHL Express April 2008 - September 2008
DHL Express April 2005 - February 2008
DHL 1999 - 2008
DHL Express January 2002 - April 2005
DHL Express 1999 - 2005
DHL Express November 1999 - January 2002
WE Mortgage Company 1998 - 2000
American Mortgage Service Company 1996 - 1998
Beneficial Financial Group 1990 - 1994
Education
Marshall University 1990 — 1990
Education
Concord University 1985 — 1989
Education
FedEx Services November 2008 - Present
DHL Express April 2008 - September 2008
DHL Express April 2005 - February 2008
DHL 1999 - 2008
DHL Express January 2002 - April 2005
DHL Express 1999 - 2005
DHL Express November 1999 - January 2002
WE Mortgage Company 1998 - 2000
American Mortgage Service Company 1996 - 1998
Beneficial Financial Group 1990 - 1994
Education
Marshall University 1990 — 1990
Education
Concord University 1985 — 1989
Education
Bobbie Motley's Beneficial Financial Group Experience March 1998 - May 2009
Job Vice President at Chase
Industry Banking
Experience
Chase January 2011 - Present
Beneficial Financial Group March 1998 - May 2009
Skills
Mortgage Lending, Loans, Credit, Banking, Relationship Management, Portfolio Management, Credit Analysis, Retail Banking, Consumer Lending, Insurance, Mortgage Banking, Sales, Wealth Management, Sales Management, Cross Selling, Loan Origination, Financial Services, Investments, Cold Calling, Account Management
Education
Ferris State University 1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Central Michigan University
Master of Science (MS), Business Administration and Management, General
Chase January 2011 - Present
Beneficial Financial Group March 1998 - May 2009
Skills
Mortgage Lending, Loans, Credit, Banking, Relationship Management, Portfolio Management, Credit Analysis, Retail Banking, Consumer Lending, Insurance, Mortgage Banking, Sales, Wealth Management, Sales Management, Cross Selling, Loan Origination, Financial Services, Investments, Cold Calling, Account Management
Education
Ferris State University 1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Central Michigan University
Master of Science (MS), Business Administration and Management, General
Kris Nielson's Beneficial Financial Group Experience February 2003 - December 2004
Job CEO at Monkey Bars
Industry Consumer Goods
Experience
Monkey Bars November 2009 - Present
Gorgeous Garage November 2005 - November 2009
Beneficial Financial Group February 2003 - December 2004
Skills
Public Speaking, Entrepreneurship, Competitive Analysis, Sales, Customer Service, Due Diligence, Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Office, Online Advertising, Market Research, Team Leadership, Direct Sales, Sales Management, Lead Generation, New Business Development, Marketing Strategy, PPC, Financial Modeling, Leadership, Online Marketing, Team Building, Strategic Partnerships, Marketing, Management, International Business, Strategy, Contract Negotiation, Mergers & Acquisitions, P&L Management, Leadership Development, Start-ups, Forecasting, Team Management, Finance, Business Planning, Negotiation, Market Analysis, Business Development, Business Strategy, Executive Management, Budgets
Education
Utah State University - Jon M. Huntsman School of Business 2014 — 2015
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2007
BS, Business/Finance
Dick Scobee Elementary 1988 — 1992
3rd - 6th Grade, Multiplication Tables and Social Studies
Monkey Bars November 2009 - Present
Gorgeous Garage November 2005 - November 2009
Beneficial Financial Group February 2003 - December 2004
Skills
Public Speaking, Entrepreneurship, Competitive Analysis, Sales, Customer Service, Due Diligence, Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Office, Online Advertising, Market Research, Team Leadership, Direct Sales, Sales Management, Lead Generation, New Business Development, Marketing Strategy, PPC, Financial Modeling, Leadership, Online Marketing, Team Building, Strategic Partnerships, Marketing, Management, International Business, Strategy, Contract Negotiation, Mergers & Acquisitions, P&L Management, Leadership Development, Start-ups, Forecasting, Team Management, Finance, Business Planning, Negotiation, Market Analysis, Business Development, Business Strategy, Executive Management, Budgets
Education
Utah State University - Jon M. Huntsman School of Business 2014 — 2015
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2007
BS, Business/Finance
Dick Scobee Elementary 1988 — 1992
3rd - 6th Grade, Multiplication Tables and Social Studies
Deborah Deary's Beneficial Financial Group Experience December 1994 - May 1995
Job Senior HR Manager at AstrodyneTDI
Industry Electrical/Electronic Manufacturing
Experience
Astrodyne TDI October 1997 - Present
TDI Power 1997 - Present
TDI Power (Transistor Devices Inc.) 1997 - Present
Beneficial Financial Group December 1994 - May 1995
Testoterm, Inc January 1986 - December 1988
Skills
Ceridian, Affirmative Action, Benefits Design, Workers Compensation, Employee Benefits, Training, ADP ReportSmith, Compensation & Benefit, Applicant Tracking..., Talent Acquisition, Management, Recruiting, Employee Relations, PeopleSoft, Sourcing, Talent Management, Manufacturing, Product Development, Cross-functional Team..., Program Management, Lean Manufacturing, Team Building, Continuous Improvement, Process Improvement
Education
Centenary College
Astrodyne TDI October 1997 - Present
TDI Power 1997 - Present
TDI Power (Transistor Devices Inc.) 1997 - Present
Beneficial Financial Group December 1994 - May 1995
Testoterm, Inc January 1986 - December 1988
Skills
Ceridian, Affirmative Action, Benefits Design, Workers Compensation, Employee Benefits, Training, ADP ReportSmith, Compensation & Benefit, Applicant Tracking..., Talent Acquisition, Management, Recruiting, Employee Relations, PeopleSoft, Sourcing, Talent Management, Manufacturing, Product Development, Cross-functional Team..., Program Management, Lean Manufacturing, Team Building, Continuous Improvement, Process Improvement
Education
Centenary College
Tim Jensen, ACAS's Beneficial Financial Group Experience May 2010 - April 2011
Job Associate Actuary at Berkley Oil & Gas Specialty Services
Industry Insurance
Experience
Berkley Oil & Gas Specialty Services June 2014 - Present
Facultative ReSources (A Berkley Company) April 2013 - May 2014
Berkley Facultative Reinsurance Services (A Berkley Company) May 2011 - April 2013
Beneficial Financial Group May 2010 - April 2011
Utah Fund of Funds January 2010 - May 2010
BYU Economics Department February 2009 - September 2009
BYU Economics Department September 2008 - September 2009
MultiLing Corporation September 2006 - April 2008
Skills
Actuarial Science, Financial Modeling, VBA, SAS, Data Analysis, Financial Risk, Statistics, Reinsurance, Finance, Pricing, R, Access, Tableau
Education
Brigham Young University 2002 — 2008
BS, Economics with Management & Spanish Minors
Berkley Oil & Gas Specialty Services June 2014 - Present
Facultative ReSources (A Berkley Company) April 2013 - May 2014
Berkley Facultative Reinsurance Services (A Berkley Company) May 2011 - April 2013
Beneficial Financial Group May 2010 - April 2011
Utah Fund of Funds January 2010 - May 2010
BYU Economics Department February 2009 - September 2009
BYU Economics Department September 2008 - September 2009
MultiLing Corporation September 2006 - April 2008
Skills
Actuarial Science, Financial Modeling, VBA, SAS, Data Analysis, Financial Risk, Statistics, Reinsurance, Finance, Pricing, R, Access, Tableau
Education
Brigham Young University 2002 — 2008
BS, Economics with Management & Spanish Minors
Tyler Devonshire's Beneficial Financial Group Experience June 2006 - March 2009
Job President at Weber Insurance & Realty
Industry Insurance
Experience
Weber Insurance and Realty January 2015 - Present
Weber Insurance & Realty October 2009 - Present
Beneficial Financial Group June 2006 - March 2009
Consumer Lending Group July 2005 - June 2006
DWP Golf World September 2002 - April 2004
Quail Creek Country Club August 1998 - July 2002
Skills
Marketing, Business Development, Public Speaking, Leadership, Customer Service, Golf Equipment, Sales, Golf, CRM, Microsoft Office, Management
Education
Eastern Illinois University 2002 — 2005
Bachelor of Science, Management
Weber Insurance and Realty January 2015 - Present
Weber Insurance & Realty October 2009 - Present
Beneficial Financial Group June 2006 - March 2009
Consumer Lending Group July 2005 - June 2006
DWP Golf World September 2002 - April 2004
Quail Creek Country Club August 1998 - July 2002
Skills
Marketing, Business Development, Public Speaking, Leadership, Customer Service, Golf Equipment, Sales, Golf, CRM, Microsoft Office, Management
Education
Eastern Illinois University 2002 — 2005
Bachelor of Science, Management
James Correll's Beneficial Financial Group Experience January 2013 - June 2013
Job Senior Financial Analyst at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery August 2014 - Present
ATK June 2013 - December 2013
Beneficial Financial Group January 2013 - June 2013
Merck February 2011 - August 2012
Medical Diagnostic Laboratory October 2009 - January 2011
Skills
Financial Analysis, Problem Solving, Analytics, Qualitative Research, Cash Flow Forecasting, Financial Reporting, Data Analysis, Microsoft Excel, Management, Leadership, Process Improvement, Strategic Planning, Analysis, PowerPoint, Public Speaking, Research
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Bucknell University 2005 — 2008
Bachelor of Arts (B.A.), Biology, General, 3.25
Pope John XXIII High School 2000 — 2004
E. & J. Gallo Winery August 2014 - Present
ATK June 2013 - December 2013
Beneficial Financial Group January 2013 - June 2013
Merck February 2011 - August 2012
Medical Diagnostic Laboratory October 2009 - January 2011
Skills
Financial Analysis, Problem Solving, Analytics, Qualitative Research, Cash Flow Forecasting, Financial Reporting, Data Analysis, Microsoft Excel, Management, Leadership, Process Improvement, Strategic Planning, Analysis, PowerPoint, Public Speaking, Research
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Bucknell University 2005 — 2008
Bachelor of Arts (B.A.), Biology, General, 3.25
Pope John XXIII High School 2000 — 2004
Jeremiah Christopher Clark's Beneficial Financial Group Experience January 2009 - June 2009
Job Federal Analyst at KPMG US
Industry Financial Services
Experience
KPMG US May 2012 - Present
StepStone Group August 2011 - December 2011
Beneficial Financial Group January 2009 - June 2009
USAID August 2006 - January 2007
eCANDLE January 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Statistics, Due Diligence, Financial Analysis, Microsoft Office, Data Analysis, Valuation, Economics, PowerPoint, Investments, Analysis, Financial Reporting, Auditing, Risk Management, Business Process...
Education
Brigham Young University 2006 — 2011
Mathematics, Mathematics
KPMG US May 2012 - Present
StepStone Group August 2011 - December 2011
Beneficial Financial Group January 2009 - June 2009
USAID August 2006 - January 2007
eCANDLE January 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Statistics, Due Diligence, Financial Analysis, Microsoft Office, Data Analysis, Valuation, Economics, PowerPoint, Investments, Analysis, Financial Reporting, Auditing, Risk Management, Business Process...
Education
Brigham Young University 2006 — 2011
Mathematics, Mathematics
Jessica Reger's Beneficial Financial Group Experience March 2003 - October 2003
Job Medical Sales Rep at Alcon Labs
Industry Pharmaceuticals
Experience
Alcon Labs January 2010 - Present
Boehringer Ingelheim October 2003 - October 2010
Beneficial Financial Group March 2003 - October 2003
Charleston Newspapers 1996 - 2003
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Urology, Capital Equipment, Managed Care, Neurology, Product Launch, Cold Calling, Account Management, Strategic Planning, Marketing, Hospital Sales
Education
Marshall University 2001 — 2002
MBA, Business Administration
Concord University 1997 — 2000
BS, Marketing
Alcon Labs January 2010 - Present
Boehringer Ingelheim October 2003 - October 2010
Beneficial Financial Group March 2003 - October 2003
Charleston Newspapers 1996 - 2003
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Urology, Capital Equipment, Managed Care, Neurology, Product Launch, Cold Calling, Account Management, Strategic Planning, Marketing, Hospital Sales
Education
Marshall University 2001 — 2002
MBA, Business Administration
Concord University 1997 — 2000
BS, Marketing
Luis Elguera Jr.'s Beneficial Financial Group Experience January 2012 - April 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Domenic Feroce's Beneficial Financial Group Experience 2003 - 2004
Job Relationship Specialist at Bank of America
Industry Management Consulting
Experience
Bank of America May 2014 - Present
Economy Body and Rad Works, Inc. January 2012 - Present
Citizens Bank October 2010 - December 2011
ServiceMaster March 2006 - September 2009
Xerox Corporation March 2004 - March 2006
Beneficial Financial Group 2003 - 2004
AT&T February 1984 - November 2002
AT&T 1984 - 2002
Skills
Sales, Contract Negotiation, Sales Operations, Real Estate, CRM, Customer Service, Training, Sales Management, Account Management, Business Development, New Business Development, Business Planning, Team Building
Education
Daniel Webster College 1979 — 1983
BS, Management
Bank of America May 2014 - Present
Economy Body and Rad Works, Inc. January 2012 - Present
Citizens Bank October 2010 - December 2011
ServiceMaster March 2006 - September 2009
Xerox Corporation March 2004 - March 2006
Beneficial Financial Group 2003 - 2004
AT&T February 1984 - November 2002
AT&T 1984 - 2002
Skills
Sales, Contract Negotiation, Sales Operations, Real Estate, CRM, Customer Service, Training, Sales Management, Account Management, Business Development, New Business Development, Business Planning, Team Building
Education
Daniel Webster College 1979 — 1983
BS, Management
Jack Estberg's Beneficial Financial Group Experience September 1990 - July 1996
Job Loan Officer at Wells Fargo Home Mortgage NMLSR ID: 424830
Industry Banking
Experience
Wells Fargo Home Mortgage March 1998 - Present
Beneficial Financial Group September 1990 - July 1996
Skills
Mortgage Lending, Residential Mortgages, Mortgage Banking, Loans, FHA, Loan Origination, Business Development, Real Estate, Credit, Refinance, Banking, Underwriting, Sales, Short Sales, First Time Home Buyers, Relationship Management, Investment Properties
Education
Eastern Oregon University 1986 — 1990
BA- Business Administration / Economics, Finance / Economics
Heppner High School 1982 — 1986
diploma
Wells Fargo Home Mortgage March 1998 - Present
Beneficial Financial Group September 1990 - July 1996
Skills
Mortgage Lending, Residential Mortgages, Mortgage Banking, Loans, FHA, Loan Origination, Business Development, Real Estate, Credit, Refinance, Banking, Underwriting, Sales, Short Sales, First Time Home Buyers, Relationship Management, Investment Properties
Education
Eastern Oregon University 1986 — 1990
BA- Business Administration / Economics, Finance / Economics
Heppner High School 1982 — 1986
diploma
Kenny Cutler's Beneficial Financial Group Experience January 2010 - April 2010
Job Equity Derivatives Analyst at Barclays Capital
Industry Investment Management
Experience
Barclays Capital March 2014 - Present
Goldman Sachs July 2010 - February 2014
Beneficial Financial Group January 2010 - April 2010
Richmond Kickers Soccer Club 2009 - 2009
Real Salt Lake March 2005 - December 2008
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters, Finance
Clemson University 2000 — 2004
Bachelors, Marketing
Freeman
Barclays Capital March 2014 - Present
Goldman Sachs July 2010 - February 2014
Beneficial Financial Group January 2010 - April 2010
Richmond Kickers Soccer Club 2009 - 2009
Real Salt Lake March 2005 - December 2008
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters, Finance
Clemson University 2000 — 2004
Bachelors, Marketing
Freeman
Kyle Olsen, CPA's Beneficial Financial Group Experience January 2011 - June 2011
Job Analyst, Enterprise FP&A at Iron Mountain
Industry Accounting
Experience
Iron Mountain May 2015 - Present
EY September 2013 - May 2015
Ernst & Young June 2012 - August 2012
Battelle May 2011 - August 2011
Beneficial Financial Group January 2011 - June 2011
The Church of Jesus Christ of Latter-Day Saints August 2007 - August 2009
Skills
Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Auditing, Financial Reporting, Bloomberg, Data Analysis, Financial Accounting
Education
Brigham Young University 2009 — 2013
Master's degree, Accounting
Brigham Young University 2009 — 2013
Bachelor's degree, Accounting
Iron Mountain May 2015 - Present
EY September 2013 - May 2015
Ernst & Young June 2012 - August 2012
Battelle May 2011 - August 2011
Beneficial Financial Group January 2011 - June 2011
The Church of Jesus Christ of Latter-Day Saints August 2007 - August 2009
Skills
Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Auditing, Financial Reporting, Bloomberg, Data Analysis, Financial Accounting
Education
Brigham Young University 2009 — 2013
Master's degree, Accounting
Brigham Young University 2009 — 2013
Bachelor's degree, Accounting
Steve Rosa's Beneficial Financial Group Experience September 2009 - December 2009
Job Senior Associate at PwC
Industry Financial Services
Experience
Financial Instruments, Structured Products, and Real Estate July 2015 - Present
Financial Instruments, Structured Products, and Real Estate July 2013 - June 2015
Financial Instruments, Structured Products, and Real Estate January 2013 - June 2013
180Fusion September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Columbia West Capital January 2010 - April 2010
Brigham Young University January 2009 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Analysis, Finance, Corporate Finance, Leadership, Investments, Portfolio Management, Mergers & Acquisitions, Management, Investment Banking, Bloomberg, Banking, Marketing, Research, Managerial Finance, Credit Analysis, Financial Risk, Real Estate, Teaching, Tutoring, Financial Modeling
Education
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General, Major GPA: 3.86/4.00 - Cumulative GPA: 3.74/4.00
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General
Financial Instruments, Structured Products, and Real Estate July 2015 - Present
Financial Instruments, Structured Products, and Real Estate July 2013 - June 2015
Financial Instruments, Structured Products, and Real Estate January 2013 - June 2013
180Fusion September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Columbia West Capital January 2010 - April 2010
Brigham Young University January 2009 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Analysis, Finance, Corporate Finance, Leadership, Investments, Portfolio Management, Mergers & Acquisitions, Management, Investment Banking, Bloomberg, Banking, Marketing, Research, Managerial Finance, Credit Analysis, Financial Risk, Real Estate, Teaching, Tutoring, Financial Modeling
Education
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General, Major GPA: 3.86/4.00 - Cumulative GPA: 3.74/4.00
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General
Joshua Palkki's Beneficial Financial Group Experience January 2014 - April 2014
Job Credit Risk Analyst at KeyBank
Industry Financial Services
Experience
KeyBank July 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Precoa April 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
Brigham Young University December 2013 - April 2014
Brigham Young University August 2013 - December 2013
Micro Enterprise Education Initiative January 2013 - May 2013
MicroBusiness Mentors May 2012 - May 2013
Cook Brother's Lawn and Pest September 2009 - December 2009
Skills
Leadership, Microsoft Excel, Research, Tableau, Microsoft Office, Public Speaking, Marketing, Microfinance, Training, Sales, Entrepreneurship, PowerPoint, Business Writing, Financial Forecasting, Investment Strategies, Financial Derivatives, Data Analysis, Financial Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General, Junior
KeyBank July 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Precoa April 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
Brigham Young University December 2013 - April 2014
Brigham Young University August 2013 - December 2013
Micro Enterprise Education Initiative January 2013 - May 2013
MicroBusiness Mentors May 2012 - May 2013
Cook Brother's Lawn and Pest September 2009 - December 2009
Skills
Leadership, Microsoft Excel, Research, Tableau, Microsoft Office, Public Speaking, Marketing, Microfinance, Training, Sales, Entrepreneurship, PowerPoint, Business Writing, Financial Forecasting, Investment Strategies, Financial Derivatives, Data Analysis, Financial Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General, Junior
Mitchell Poole's Beneficial Financial Group Experience 1999 - 2009
Job Financial Advisor at MadisonPoole
Industry Financial Services
Experience
Beneficial Financial Group 1999 - 2009
MONY Financial Services 1987 - 1999
Principal Financial Group 1980 - 1987
Education
Brigham Young University 1974 — 1980
Bachelor's degree, Personal Financial and Estate Planning
Beneficial Financial Group 1999 - 2009
MONY Financial Services 1987 - 1999
Principal Financial Group 1980 - 1987
Education
Brigham Young University 1974 — 1980
Bachelor's degree, Personal Financial and Estate Planning
Rhett Staples's Beneficial Financial Group Experience September 2013 - December 2013
Job Financial Analyst at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard June 2015 - Present
Hewlett-Packard May 2014 - Present
Missionary Training Center January 2010 - May 2014
Enterprise Rent-A-Car May 2013 - February 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Teaching, Public Speaking, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Curriculum Design, Microsoft Word, Preaching, Non-profits, Tutoring, Nonprofits, Customer Service, Leadership, Social Media, Teamwork, Team Leadership, Data Analysis, Research
Education
Brigham Young University 2010 — 2015
Finance
Hewlett-Packard June 2015 - Present
Hewlett-Packard May 2014 - Present
Missionary Training Center January 2010 - May 2014
Enterprise Rent-A-Car May 2013 - February 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Teaching, Public Speaking, Microsoft Excel, PowerPoint, Spanish, Microsoft Office, Curriculum Design, Microsoft Word, Preaching, Non-profits, Tutoring, Nonprofits, Customer Service, Leadership, Social Media, Teamwork, Team Leadership, Data Analysis, Research
Education
Brigham Young University 2010 — 2015
Finance
Rhett Cleverly's Beneficial Financial Group Experience January 2005 - February 2007
Job Financial Advisor/Chief Underwriter Group Insurance/Senior Management
Industry Insurance
Experience
World Financial Group (WFG) February 2014 - Present
WMI Mutual Insurance Company April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Fidelity Investments January 2000 - December 2004
Deseret Mutual Benefit Administrators January 1997 - January 2000
Weber State University January 1995 - January 1997
Mountain Land Rehabilitation January 1994 - January 1996
Ricks College January 1993 - January 1994
Skills
Insurance, Risk Management, Underwriting, Team Building, Problem Solving, Risk Analysis, Health, Policy, Excel, Process Improvement, Microsoft Office, Operations Management, Analysis, Word, PowerPoint, Team Leadership, Health Insurance, Data Analysis, Life Insurance, Leadership, Customer Service, Management, Finance, Project Management, Marketing, Strategic Planning, Training, Financial Analysis, Investments, Financial Planning, Financial Services, Small Business, Program Management, Business Planning, Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Leadership Development, Claim, Portfolio Management, Coaching, Time Management, Financial Risk, Project Planning, Marketing Strategy
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General, 3.8 GPA
Weber State University 1994 — 1997
BS, Sports Medicine, Health Promotion and, Psychology, 3.6 GPA
Brigham Young University - Idaho 1990 — 1994
AS, Health Science, 3.4 GPA
Bountiful High 1988 — 1990
World Financial Group (WFG) February 2014 - Present
WMI Mutual Insurance Company April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Fidelity Investments January 2000 - December 2004
Deseret Mutual Benefit Administrators January 1997 - January 2000
Weber State University January 1995 - January 1997
Mountain Land Rehabilitation January 1994 - January 1996
Ricks College January 1993 - January 1994
Skills
Insurance, Risk Management, Underwriting, Team Building, Problem Solving, Risk Analysis, Health, Policy, Excel, Process Improvement, Microsoft Office, Operations Management, Analysis, Word, PowerPoint, Team Leadership, Health Insurance, Data Analysis, Life Insurance, Leadership, Customer Service, Management, Finance, Project Management, Marketing, Strategic Planning, Training, Financial Analysis, Investments, Financial Planning, Financial Services, Small Business, Program Management, Business Planning, Sales, Retirement Planning, Term Life Insurance, Fixed Annuities, Leadership Development, Claim, Portfolio Management, Coaching, Time Management, Financial Risk, Project Planning, Marketing Strategy
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General, 3.8 GPA
Weber State University 1994 — 1997
BS, Sports Medicine, Health Promotion and, Psychology, 3.6 GPA
Brigham Young University - Idaho 1990 — 1994
AS, Health Science, 3.4 GPA
Bountiful High 1988 — 1990
Jason Barney's Beneficial Financial Group Experience April 2004 - October 2005
Job Business and Proposal Analyst
Industry Aviation & Aerospace
Experience
TTF Aerospace February 2014 - Present
TTF Aerospace May 2012 - February 2014
Heath Tecna October 2011 - May 2012
Zak Tackle May 2010 - January 2012
Loan Network LLC December 2005 - December 2009
Beneficial Financial Group April 2004 - October 2005
Skills
Forecasting, Procurement, Management, Training, CRM, Microsoft Office, Analysis, Marketing Strategy, Time Management, Leadership, Team Building, Customer Service, Strategic Planning, Purchasing, Negotiation, Sales, Aerospace, Process Improvement, Program Management
Education
Brigham Young University - Idaho 1999 — 2004
Bachelor, Communication
TTF Aerospace February 2014 - Present
TTF Aerospace May 2012 - February 2014
Heath Tecna October 2011 - May 2012
Zak Tackle May 2010 - January 2012
Loan Network LLC December 2005 - December 2009
Beneficial Financial Group April 2004 - October 2005
Skills
Forecasting, Procurement, Management, Training, CRM, Microsoft Office, Analysis, Marketing Strategy, Time Management, Leadership, Team Building, Customer Service, Strategic Planning, Purchasing, Negotiation, Sales, Aerospace, Process Improvement, Program Management
Education
Brigham Young University - Idaho 1999 — 2004
Bachelor, Communication
Anthony Judson Selkridge's Beneficial Financial Group Experience 1989 - 1994
Job Assistant Administrator at Government Employee Retirement System (GERS)
Industry Insurance
Experience
Government Employee Retirement System (GERS) October 2011 - April 2014
Government of the United States Virgin Islands September 2007 - November 2011
Marketsearch Insurance Group 1994 - 2007
Beneficial Financial Group 1989 - 1994
Skills
Mutual Funds, Property & Casualty..., Property Management, Real Estate, Insurance, Microsoft Office, Credit Analysis, Creative Problem Solving, Credit Management, Investments, Strategic Planning, Workers Compensation, Team Building, Relationship Management, Sales, Customer Service, Public Speaking, Event Planning, Management, Microsoft Excel, Nonprofits, Project Management, Budgets, Community Outreach, Training, Leadership, Government
Education
Clark Atlanta University 1980 — 1984
BA, Finance/Business Administration
Government Employee Retirement System (GERS) October 2011 - April 2014
Government of the United States Virgin Islands September 2007 - November 2011
Marketsearch Insurance Group 1994 - 2007
Beneficial Financial Group 1989 - 1994
Skills
Mutual Funds, Property & Casualty..., Property Management, Real Estate, Insurance, Microsoft Office, Credit Analysis, Creative Problem Solving, Credit Management, Investments, Strategic Planning, Workers Compensation, Team Building, Relationship Management, Sales, Customer Service, Public Speaking, Event Planning, Management, Microsoft Excel, Nonprofits, Project Management, Budgets, Community Outreach, Training, Leadership, Government
Education
Clark Atlanta University 1980 — 1984
BA, Finance/Business Administration
Paul Kilpatrick's Beneficial Financial Group Experience 2001 - 2005
Job Global Sales Compensation Analyst at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn March 2013 - Present
Workforce Logic at Linkedin October 2012 - February 2013
Salesforce.com October 2011 - September 2012
Spherion at Cisco Systems April 2007 - October 2011
Beneficial Financial Group 2001 - 2005
Skills
Sales Compensation, Xactly Incent, Salesforce.com, Business Objects, Microsoft Office, Account Reconciliation, System Testing, Manual Testing, Microsoft Excel, Test Environment Setup, Sales Operations, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Data Analysis, Sales Commission, Accruals, Process Flow..., Visio, Analytics, PeopleSoft, Training, Sales
Education
Delaware State University 1997 — 2001
BA Science, Marketing
LinkedIn March 2013 - Present
Workforce Logic at Linkedin October 2012 - February 2013
Salesforce.com October 2011 - September 2012
Spherion at Cisco Systems April 2007 - October 2011
Beneficial Financial Group 2001 - 2005
Skills
Sales Compensation, Xactly Incent, Salesforce.com, Business Objects, Microsoft Office, Account Reconciliation, System Testing, Manual Testing, Microsoft Excel, Test Environment Setup, Sales Operations, Cross-functional Team..., Process Improvement, Program Management, Business Analysis, Data Analysis, Sales Commission, Accruals, Process Flow..., Visio, Analytics, PeopleSoft, Training, Sales
Education
Delaware State University 1997 — 2001
BA Science, Marketing
Thaddeus Rosemyer's Beneficial Financial Group Experience March 1998 - March 2009
Job Ops Mgr at Crothall/CantonPotsdam Hospital
Industry Hospital & Health Care
Experience
Crothall Healthcare May 2014 - Present
Lowe's Companies, Inc. August 2012 - May 2014
HSBC January 2010 - April 2011
The Schwan Food Company June 2009 - December 2009
Beneficial Financial Group March 1998 - March 2009
Education
Eastern Nazarene College 1989 — 1992
Bachelor of Arts (B.A.), Communication Arts
Crothall Healthcare May 2014 - Present
Lowe's Companies, Inc. August 2012 - May 2014
HSBC January 2010 - April 2011
The Schwan Food Company June 2009 - December 2009
Beneficial Financial Group March 1998 - March 2009
Education
Eastern Nazarene College 1989 — 1992
Bachelor of Arts (B.A.), Communication Arts
Deon Ward's Beneficial Financial Group Experience 1998 - 2003
Job Regional Wholesale Manager at Impac Mortgage Corp.
Industry Real Estate
Experience
Impac Mortgage Corp. December 2014 - Present
Clear Vision Funding January 2014 - November 2014
PMAC Lending Services Inc. December 2007 - December 2013
Long Beach Mortgage/Washington Mutual 2003 - 2007
Beneficial Financial Group 1998 - 2003
Skills
Mortgage Lending, Loan Origination, Sales Management, Loans, Credit, Mortgage Banking, Selling, Banking, FHA, Cold Calling, Refinance, Real Estate, Sales, Investments, Finance, Insurance, Residential Mortgages, Account Management
Education
CSU Sacramento
Impac Mortgage Corp. December 2014 - Present
Clear Vision Funding January 2014 - November 2014
PMAC Lending Services Inc. December 2007 - December 2013
Long Beach Mortgage/Washington Mutual 2003 - 2007
Beneficial Financial Group 1998 - 2003
Skills
Mortgage Lending, Loan Origination, Sales Management, Loans, Credit, Mortgage Banking, Selling, Banking, FHA, Cold Calling, Refinance, Real Estate, Sales, Investments, Finance, Insurance, Residential Mortgages, Account Management
Education
CSU Sacramento
Diane Cook, CFP®, CRPC®'s Beneficial Financial Group Experience September 1988 - November 1989
Job Wealth Creation, Preservation and Distribution
Industry Financial Services
Experience
Lincoln Financial Advisors Corp. December 2003 - Present
Allmerica Financial Corporation February 1999 - December 2003
Financial Network Investment Corporation, Member SIPC November 1995 - January 1999
DAC Consulting December 1989 - January 1998
Beneficial Financial Group September 1988 - November 1989
Custom Living Homes and Communities February 1985 - July 1988
Education
Centenary College 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance
Lincoln Financial Advisors Corp. December 2003 - Present
Allmerica Financial Corporation February 1999 - December 2003
Financial Network Investment Corporation, Member SIPC November 1995 - January 1999
DAC Consulting December 1989 - January 1998
Beneficial Financial Group September 1988 - November 1989
Custom Living Homes and Communities February 1985 - July 1988
Education
Centenary College 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance
Kathy Butkovich's Beneficial Financial Group Experience February 2000 - August 2001
Job Customer Care Agent at Augsburg Fortress Publishers
Industry Publishing
Experience
Augsburg Fortress Publishers July 2010 - May 2015
Wells Fargo Home Mortgage August 2001 - April 2003
Beneficial Financial Group February 2000 - August 2001
Citibank 1995 - 2000
Education
Colorado Technical University
Augsburg Fortress Publishers July 2010 - May 2015
Wells Fargo Home Mortgage August 2001 - April 2003
Beneficial Financial Group February 2000 - August 2001
Citibank 1995 - 2000
Education
Colorado Technical University
Jenifer Boren's Beneficial Financial Group Experience June 1996 - March 2000
Job Data Integration Engineer at TheraDoc
Industry Information Technology and Services
Experience
Premier, Inc - TheraDoc Division December 2014 - Present
IHS, Inc October 2007 - December 2014
Environmax April 2000 - September 2007
Beneficial Financial Group June 1996 - March 2000
Skills
PL/SQL, SQL*Plus, SQL, Oracle, Toad, Software Development, Requirements Analysis, SDLC, Microsoft Office
Education
Central Michigan University 1993 — 1996
Bachelor of Science (BS), Business Administration/Management of Information Systems
Utah Valley University 1985 — 1986
Premier, Inc - TheraDoc Division December 2014 - Present
IHS, Inc October 2007 - December 2014
Environmax April 2000 - September 2007
Beneficial Financial Group June 1996 - March 2000
Skills
PL/SQL, SQL*Plus, SQL, Oracle, Toad, Software Development, Requirements Analysis, SDLC, Microsoft Office
Education
Central Michigan University 1993 — 1996
Bachelor of Science (BS), Business Administration/Management of Information Systems
Utah Valley University 1985 — 1986
Dave Kuhr's Beneficial Financial Group Experience 1993 - 1995
Job Loan Accounting Analyst at Yosemite Farm Credit, ACA
Industry Wireless
Experience
Yosemite Farm Credit, ACA April 2013 - Present
AT&T June 2009 - March 2012
AT&T Mobility December 2007 - June 2009
AT&T Mobility August 2005 - December 2007
Cingular February 2000 - August 2005
Pacifi Bell Wireless January 1998 - February 2000
Woodcutter’s 1995 - 1998
Beneficial Financial Group 1993 - 1995
Skills
Training, Call Centers, Management, Process Improvement, Quality Assurance, Leadership, Program Management, Testing, Time Management, Sales, Databases, Customer Service, Microsoft Excel, Invoicing, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Agricultural Business and Management / Finance and Appraisal
Yosemite Farm Credit, ACA April 2013 - Present
AT&T June 2009 - March 2012
AT&T Mobility December 2007 - June 2009
AT&T Mobility August 2005 - December 2007
Cingular February 2000 - August 2005
Pacifi Bell Wireless January 1998 - February 2000
Woodcutter’s 1995 - 1998
Beneficial Financial Group 1993 - 1995
Skills
Training, Call Centers, Management, Process Improvement, Quality Assurance, Leadership, Program Management, Testing, Time Management, Sales, Databases, Customer Service, Microsoft Excel, Invoicing, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Science (B.S.), Agricultural Business and Management / Finance and Appraisal
Joseph Hurt's Beneficial Financial Group Experience September 1965 - January 1967
Job Semiretired a Small Business Specialist
Industry Mental Health Care
Experience
Small Business Specialist January 2006 - Present
The Legend Group March 2007 - December 2009
Preferred Financial GROUP February 2005 - February 2007
Veterans Administration 1974 - 2005
Ford Motor Company October 1971 - December 1972
Sunoco January 1970 - September 1971
GE Capital February 1967 - March 1970
Beneficial Financial Group September 1965 - January 1967
Skills
Lincensed Investment...
Education
Virginia Commonwealth University 1972 — 1974
Masters Degree, Human Behavior Science
Capital College, Pennsylvania State University 1962 — 1966
Bachelor's degree, Liberal Arts
Small Business Specialist January 2006 - Present
The Legend Group March 2007 - December 2009
Preferred Financial GROUP February 2005 - February 2007
Veterans Administration 1974 - 2005
Ford Motor Company October 1971 - December 1972
Sunoco January 1970 - September 1971
GE Capital February 1967 - March 1970
Beneficial Financial Group September 1965 - January 1967
Skills
Lincensed Investment...
Education
Virginia Commonwealth University 1972 — 1974
Masters Degree, Human Behavior Science
Capital College, Pennsylvania State University 1962 — 1966
Bachelor's degree, Liberal Arts
Janeal Shippen's Beneficial Financial Group Experience August 2004 - June 2006
Job Student at Utah Valley University graduating 6/2013
Industry Medical Practice
Experience
UVU & Merit College Preperatory Academy August 2011 - May 2013
Utah Valley University June 2008 - May 2013
Utah Valley University July 2010 - July 2012
Utah Valley University October 2008 - May 2010
Houghton Plaster, Inc. September 2006 - October 2007
Beneficial Financial Group August 2004 - June 2006
Intermountain Health and Behavioral Hospital August 2001 - August 2002
Skills
Administrative..., Psychiatric Care, Education, American Sign Language, Brazilian Portuguese, 10 Key, 72 wpm typing speed, Microsoft Office, 10 key entry at 256 KPM, Highly self-motivated, Operate well..., 10 years of experince..., 9 years of experience..., 7 years of experience..., 2 years of experience..., 1 year experience as..., 1 year experience with...
Education
Utah Valley University 2008 — 2013
Bachelor of Science (B.S.), Behavioral Sciences
Ricks College 1999 — 2001
Associate of Science (AS), General education emphasis Nursing
UVU & Merit College Preperatory Academy August 2011 - May 2013
Utah Valley University June 2008 - May 2013
Utah Valley University July 2010 - July 2012
Utah Valley University October 2008 - May 2010
Houghton Plaster, Inc. September 2006 - October 2007
Beneficial Financial Group August 2004 - June 2006
Intermountain Health and Behavioral Hospital August 2001 - August 2002
Skills
Administrative..., Psychiatric Care, Education, American Sign Language, Brazilian Portuguese, 10 Key, 72 wpm typing speed, Microsoft Office, 10 key entry at 256 KPM, Highly self-motivated, Operate well..., 10 years of experince..., 9 years of experience..., 7 years of experience..., 2 years of experience..., 1 year experience as..., 1 year experience with...
Education
Utah Valley University 2008 — 2013
Bachelor of Science (B.S.), Behavioral Sciences
Ricks College 1999 — 2001
Associate of Science (AS), General education emphasis Nursing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO