Centaurus Financial®
Centaurus Financial® List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Centaurus Financial®. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Centaurus Financial® Salaries. You can even request information on how much does Centaurus Financial® pay if you want to. Learn about salaries, pros and cons of working for Centaurus Financial® directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
29 Centaurus Financial® employees in database. Find out everything there's to know about Centaurus Financial® employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Centaurus Financial® Employees
Employee
Years
Job
Industry
Chris Haberl, CLU, ChFC Chris Haberl, CLU, ChFC's Centaurus Financial® Experience April 2013 - Present
Job Investment Advisor Representative, Haberl Wealth Management
Industry Financial Services
Experience
Centaurus Financial® April 2013 - Present
LPL Financial July 1995 - April 2013
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Retirement, Series 7, Insurance, Series 63, Finance, Financial Planners, Fixed Annuities, Investment Strategies, Portfolio Management, Financial Advisory, Financial Services, Securities, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Wealth
Education
California State University-Long Beach 1989 — 1992
BS, Investment/Finance
Centaurus Financial® April 2013 - Present
LPL Financial July 1995 - April 2013
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Retirement, Series 7, Insurance, Series 63, Finance, Financial Planners, Fixed Annuities, Investment Strategies, Portfolio Management, Financial Advisory, Financial Services, Securities, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Wealth
Education
California State University-Long Beach 1989 — 1992
BS, Investment/Finance
Jonathan Prestridge, CFP® Jonathan Prestridge, CFP®'s Centaurus Financial® Experience August 2001 - May 2012
Job Certified Financial Planner® at Jonathan R. Prestridge
Industry Financial Services
Experience
Prestridge Financial Management January 2015 - Present
Jonathan R. Prestridge May 2012 - Present
Marrero Wealth Management, LLC September 2013 - January 2015
Centaurus Financial® August 2001 - May 2012
Bennett & Bennett Associates June 2001 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Investment Advisory, Certified Financial..., Strategic Financial..., Financial Planning, Marketing, Portfolio Management, Tax, Finance, Financial Analysis
Education
College for Financial Planning 2011 — 2013
College for Financial Planning
CFP Certification Professional Education Program
LSU 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Prestridge Financial Management January 2015 - Present
Jonathan R. Prestridge May 2012 - Present
Marrero Wealth Management, LLC September 2013 - January 2015
Centaurus Financial® August 2001 - May 2012
Bennett & Bennett Associates June 2001 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Investment Advisory, Certified Financial..., Strategic Financial..., Financial Planning, Marketing, Portfolio Management, Tax, Finance, Financial Analysis
Education
College for Financial Planning 2011 — 2013
College for Financial Planning
CFP Certification Professional Education Program
LSU 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Edward Klesack Edward Klesack's Centaurus Financial® Experience 2004 - Present
Job Registered Representative/ Advisory Associate at Centaurus Financial®
Industry Financial Services
Experience
Centaurus Financial® 2004 - Present
Skills
Finance
Education
Ashland University 1974 — 1978
BS of Bus Admin, MBA, Management and Finance
Centaurus Financial® 2004 - Present
Skills
Finance
Education
Ashland University 1974 — 1978
BS of Bus Admin, MBA, Management and Finance
Jason Owyang Jason Owyang's Centaurus Financial® Experience April 2010 - November 2012
Job Certified Financial Planner®
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
Fidelity Investments November 2012 - Present
Centaurus Financial® April 2010 - November 2012
Morgan Stanley Smith Barney May 2003 - April 2010
AT&T 2002 - 2003
Akamai Technologies 2000 - 2002
Skills
Financial Planning, Portfolio Management, Asset Management, Retirement Income..., 401k Rollovers, Fixed Income, Term Life Insurance, College Savings Plans, Health Insurance, Wealth Preservation..., Estate Planning, IRA Rollovers, Investment Advisory, Alternative Investments, Retirement Plan..., Retirement Planning, Risk Management, Philanthropy
Education
UC San Diego 1994 — 1998
BA
Daniel Brenner Daniel Brenner's Centaurus Financial® Experience May 2013 - August 2013
Job Student at Michigan State University
Industry Marketing and Advertising
Experience
Quicken Loans May 2015 - August 2015
Foot Locker October 2014 - April 2015
Quicken Loans June 2014 - August 2014
Macy's June 2013 - August 2013
Centaurus Financial® May 2013 - August 2013
Champs Sports May 2009 - May 2013
Benefits Technologies, LLC September 2010 - January 2011
Skills
Customer Service, Teamwork, Sales, Marketing, PowerPoint, Microsoft Office, Management, Spreadsheets, Data Analysis, Public Speaking, File Management, Social Networking, Microsoft Excel, Time Management, Accounting
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Sales/Advertising
Northville High School 2007 — 2011
Diploma
Quicken Loans May 2015 - August 2015
Foot Locker October 2014 - April 2015
Quicken Loans June 2014 - August 2014
Macy's June 2013 - August 2013
Centaurus Financial® May 2013 - August 2013
Champs Sports May 2009 - May 2013
Benefits Technologies, LLC September 2010 - January 2011
Skills
Customer Service, Teamwork, Sales, Marketing, PowerPoint, Microsoft Office, Management, Spreadsheets, Data Analysis, Public Speaking, File Management, Social Networking, Microsoft Excel, Time Management, Accounting
Education
Michigan State University 2011 — 2015
Bachelor’s Degree, Sales/Advertising
Northville High School 2007 — 2011
Diploma
Stuart J. Spivak Stuart J. Spivak's Centaurus Financial® Experience June 2008 - Present
Job President at Spivak Financial Group
Industry Financial Services
Experience
Centaurus Financial® June 2008 - Present
The Spivak Financial Group January 1988 - Present
PHOENIX Insurance Company 1988 - 2004
Skills
Retirement Planning, Retirement, Securities, Insurance, Asset Management, Fixed Annuities, Financial Planners, Strategic Financial..., Life Insurance, 401k, Strategic Planning, Team Building, Financial Services, Asset Managment, Customer Service, Investments, Marketing, Small Business, Long-term Care, 401k Rollovers, Accounting, Alternative Investments, Asset Allocation, Disability Insurance, Employee Benefits, Estate Planning, FINRA, Finance, Financial Goals, Investment Advisory, Mutual Funds, Personal Finance, Public Speaking, Series 63, Series 7, Wealth Management, Wealth Management..., Financial Advisory, Wealth
Education
Penn State University 1987 — 1991
Harriton High School 1983 — 1987
Centaurus Financial® June 2008 - Present
The Spivak Financial Group January 1988 - Present
PHOENIX Insurance Company 1988 - 2004
Skills
Retirement Planning, Retirement, Securities, Insurance, Asset Management, Fixed Annuities, Financial Planners, Strategic Financial..., Life Insurance, 401k, Strategic Planning, Team Building, Financial Services, Asset Managment, Customer Service, Investments, Marketing, Small Business, Long-term Care, 401k Rollovers, Accounting, Alternative Investments, Asset Allocation, Disability Insurance, Employee Benefits, Estate Planning, FINRA, Finance, Financial Goals, Investment Advisory, Mutual Funds, Personal Finance, Public Speaking, Series 63, Series 7, Wealth Management, Wealth Management..., Financial Advisory, Wealth
Education
Penn State University 1987 — 1991
Harriton High School 1983 — 1987
Samuel Plexico Samuel Plexico's Centaurus Financial® Experience May 2003 - Present
Job Registered Principal at Centaurus Financial®
Industry Insurance
Experience
Centaurus Financial® May 2003 - Present
Carolina Insurance Group, LLC January 2000 - Present
AXA Advisors May 1987 - June 2003
Skills
Disability Insurance, Cash Management, Financial Advisory, Insurance, Securities, Vision Insurance, Retirement, Investments, Small Business, Financial Services, Health Insurance, Whole Life, Term Life Insurance, Long-term Care, Tax, Life Insurance, Estate Planning, Employee Benefits, Portfolio Management, Retirement Planning
Education
University of South Carolina-Columbia 1979 — 1983
BS, Business Administration-Accounting
Centaurus Financial® May 2003 - Present
Carolina Insurance Group, LLC January 2000 - Present
AXA Advisors May 1987 - June 2003
Skills
Disability Insurance, Cash Management, Financial Advisory, Insurance, Securities, Vision Insurance, Retirement, Investments, Small Business, Financial Services, Health Insurance, Whole Life, Term Life Insurance, Long-term Care, Tax, Life Insurance, Estate Planning, Employee Benefits, Portfolio Management, Retirement Planning
Education
University of South Carolina-Columbia 1979 — 1983
BS, Business Administration-Accounting
Steven Coniglio's Centaurus Financial® Experience November 2008 - August 2010
Job Associate Actuary at PwC
Industry Insurance
Experience
PwC September 2015 - Present
Long Island Volleyball Club November 2014 - June 2015
Baruch College January 2011 - May 2014
Centaurus Financial November 2008 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork, Time Management, Social Networking, Facebook
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Arts (BA), Actuarial Science, 3.79
PwC September 2015 - Present
Long Island Volleyball Club November 2014 - June 2015
Baruch College January 2011 - May 2014
Centaurus Financial November 2008 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork, Time Management, Social Networking, Facebook
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Arts (BA), Actuarial Science, 3.79
Katherine Rouse Katherine Rouse's Centaurus Financial® Experience July 2013 - September 2014
Job Administrative Assistant at Collin College
Industry Higher Education
Experience
Collin College June 2015 - Present
BURNCO Texas, LLC November 2014 - Present
Centaurus Financial® July 2013 - September 2014
Texas Sports Massage May 2013 - July 2013
Mesquite Independent School District September 2012 - April 2013
Mesquite ISD August 2011 - May 2012
City of Allen July 2007 - January 2012
Skills
High degree of..., Interpersonal..., Customer Service, Written Communication, Time Management, Microsoft Office, Mac OS, Research, Teaching, QuickBooks, SmartOffice, Albridge Wealth..., JD Edwards, Concur Solutions, Event Planning, Data Entry, Record Keeping, File Archiving, Email Archiving
Education
Texas A&M University-Commerce 2010 — 2012
Bachelor of Science (BS), Interdisciplinary Studies
Collin County Community College 2006 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Mckinney High School
Collin College June 2015 - Present
BURNCO Texas, LLC November 2014 - Present
Centaurus Financial® July 2013 - September 2014
Texas Sports Massage May 2013 - July 2013
Mesquite Independent School District September 2012 - April 2013
Mesquite ISD August 2011 - May 2012
City of Allen July 2007 - January 2012
Skills
High degree of..., Interpersonal..., Customer Service, Written Communication, Time Management, Microsoft Office, Mac OS, Research, Teaching, QuickBooks, SmartOffice, Albridge Wealth..., JD Edwards, Concur Solutions, Event Planning, Data Entry, Record Keeping, File Archiving, Email Archiving
Education
Texas A&M University-Commerce 2010 — 2012
Bachelor of Science (BS), Interdisciplinary Studies
Collin County Community College 2006 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Mckinney High School
Brent M. Sears, CFP®'s Centaurus Financial® Experience September 2010 - Present
Job Certified Financial Planner™ Professional at Centaurus Financial®
Industry Financial Services
Experience
Centaurus Financial® September 2010 - Present
Investment Advisors International, Inc. January 2008 - August 2010
WGS, Inc. June 2003 - August 2010
Education
The American College 2003 — 2004
CFP® Certification Curriculum
Brigham Young University 1996 — 1999
BA, Business Management--Finance
Brigham Young University 1993 — 1994
BA, Business Management - Finance
Centaurus Financial® September 2010 - Present
Investment Advisors International, Inc. January 2008 - August 2010
WGS, Inc. June 2003 - August 2010
Education
The American College 2003 — 2004
CFP® Certification Curriculum
Brigham Young University 1996 — 1999
BA, Business Management--Finance
Brigham Young University 1993 — 1994
BA, Business Management - Finance
Jon Teran, CFP®'s Centaurus Financial® Experience July 2000 - December 2007
Job Investment Advisor Associate at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios 2008 - 2010
Centaurus Financial® July 2000 - December 2007
Education
California State Polytechnic University-Pomona
Master of Arts (MA)
Fuller Theological Seminary
Master of Arts (MA)
Biola University
Bachelor of Arts (B.A.)
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios 2008 - 2010
Centaurus Financial® July 2000 - December 2007
Education
California State Polytechnic University-Pomona
Master of Arts (MA)
Fuller Theological Seminary
Master of Arts (MA)
Biola University
Bachelor of Arts (B.A.)
Bryce Pease's Centaurus Financial® Experience July 2000 - December 2007
Job President at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
John Marcheso's Centaurus Financial® Experience 2005 - Present
Job CLU, ChFC Owner/CEO at Marcheso & Associates Financial Advisors
Industry Financial Services
Experience
Centaurus Financial® 2005 - Present
Marcheso & Associates Financial Advisors 1981 - Present
Skills
Investment Advisory
Education
Rutgers University
MBA, Business & Economics
RIcker College
Business & Economics
Centaurus Financial® 2005 - Present
Marcheso & Associates Financial Advisors 1981 - Present
Skills
Investment Advisory
Education
Rutgers University
MBA, Business & Economics
RIcker College
Business & Economics
Nicholas (Nic) Pilger Nicholas (Nic) Pilger's Centaurus Financial® Experience July 2007 - Present
Job | OPTIMIZING YOUR SOCIAL SECURITY BENEFITS | | PLANNING YOUR RETIREMENT INCOME FOR LIFE |
Industry Management Consulting
Experience
Centaurus Financial July 2007 - Present
Nicholas Pilger Business Development Consulting January 1980 - Present
GATEWAY ENERGY November 1993 - May 1996
ICON CAPITAL CORPORATION May 1990 - April 1994
GRANADA CORPORATION May 1987 - April 1994
PROFESSIONAL REAL ESTATE June 1986 - May 1987
HALL REAL ESTATE May 1985 - May 1986
MERRICO INVESTMENT COMPANY March 1982 - May 1985
Skills
Business Development, CRM, Management, New Business Development, Strategic Planning, Business Strategy, Marketing Strategy, Marketing, Sales, Entrepreneurship, Finance, Start-ups, Team Building, Real Estate, Financial Services, Insurance, Contract Negotiation, Business Planning, Mortgage Lending, Consulting, Manufacturing, Strategy, Sales Management, Investments
Education
Michigan State University 1953 — 1960
Engineering, Business, Packaging
Centaurus Financial July 2007 - Present
Nicholas Pilger Business Development Consulting January 1980 - Present
GATEWAY ENERGY November 1993 - May 1996
ICON CAPITAL CORPORATION May 1990 - April 1994
GRANADA CORPORATION May 1987 - April 1994
PROFESSIONAL REAL ESTATE June 1986 - May 1987
HALL REAL ESTATE May 1985 - May 1986
MERRICO INVESTMENT COMPANY March 1982 - May 1985
Skills
Business Development, CRM, Management, New Business Development, Strategic Planning, Business Strategy, Marketing Strategy, Marketing, Sales, Entrepreneurship, Finance, Start-ups, Team Building, Real Estate, Financial Services, Insurance, Contract Negotiation, Business Planning, Mortgage Lending, Consulting, Manufacturing, Strategy, Sales Management, Investments
Education
Michigan State University 1953 — 1960
Engineering, Business, Packaging
Richard Ponce's Centaurus Financial® Experience September 2010 - Present
Job Regional Compliance Officer at Centaurus Financial®
Industry Financial Services
Experience
Centaurus Financial® September 2010 - Present
Ponce Income Tax January 1976 - Present
National Credit Union Administration June 2009 - June 2010
Save N Sell Realty 2006 - 2009
Advisors and Brokers Regulatory Services 2008 - 2008
American Express Financial Advisors 2000 - 2002
U.S. Securities and Exchange Commission July 1991 - November 1999
National Association of Securities Dealers, Inc. February 1988 - July 1991
Skills
Securities, Mutual Funds, Retirement Planning, FINRA, Financial Services, Series 7, Investment Advisory, Investments, Series 24, Tax, Risk Management, Insurance, Fixed Annuities, Accounting, Financial Planners, Finance, Fixed Income, Equities, Trading, Life Insurance, Investment Strategies, Alternative Investments, AML, Wealth Management, Hedge Funds, Estate Planning, Series 63, Portfolio Management, Asset Management, Asset Allocation, Retirement, Small Business, Financial Advisory
Education
University of Phoenix-Southern California Campus 1998 — 2001
Master of Business Administration, Business, 3.82
California State University, Los Angeles 1984 — 1987
Bachelor of Science in Business Administration (BSBA), Finance, 2.9
John Marshall High School 1977 — 1980
High School Diploma, General Studies
Centaurus Financial® September 2010 - Present
Ponce Income Tax January 1976 - Present
National Credit Union Administration June 2009 - June 2010
Save N Sell Realty 2006 - 2009
Advisors and Brokers Regulatory Services 2008 - 2008
American Express Financial Advisors 2000 - 2002
U.S. Securities and Exchange Commission July 1991 - November 1999
National Association of Securities Dealers, Inc. February 1988 - July 1991
Skills
Securities, Mutual Funds, Retirement Planning, FINRA, Financial Services, Series 7, Investment Advisory, Investments, Series 24, Tax, Risk Management, Insurance, Fixed Annuities, Accounting, Financial Planners, Finance, Fixed Income, Equities, Trading, Life Insurance, Investment Strategies, Alternative Investments, AML, Wealth Management, Hedge Funds, Estate Planning, Series 63, Portfolio Management, Asset Management, Asset Allocation, Retirement, Small Business, Financial Advisory
Education
University of Phoenix-Southern California Campus 1998 — 2001
Master of Business Administration, Business, 3.82
California State University, Los Angeles 1984 — 1987
Bachelor of Science in Business Administration (BSBA), Finance, 2.9
John Marshall High School 1977 — 1980
High School Diploma, General Studies
Emily Cummings Emily Cummings's Centaurus Financial® Experience July 2009 - August 2009
Job Engineer I at EA Engineering, Science, and Technology, Inc.
Industry Environmental Services
Experience
EA Engineering, Science, and Technology, Inc. July 2013 - Present
Finger Lakes Institute June 2012 - May 2013
Abe's Waterfront Boathouse Bar and Grill May 2012 - August 2012
Leaf Kitchen Restaurant October 2011 - May 2012
Hobart and William Smith Colleges June 2011 - December 2011
Office of Sustainability. Dartmouth College March 2011 - June 2011
Hobart and William Smith Colleges September 2008 - May 2010
Centaurus Financial July 2009 - August 2009
Michel Angelo's Restaurant May 2009 - August 2009
Skills
Research, Matlab, Microsoft Office, Spectrophotometry, Microsoft Excel, Academic Writing, Public Speaking, Statistics, PowerPoint, Microsoft Word,..., ArcGIS, LaTeX, Solid Works, Java Programming, Field Work, Solidworks, Data Analysis, Basic French, Ion Chromatography
Education
Dartmouth College 2010 — 2013
Bachelor, Engineering; Environmental Engineering
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts, Environmental Studies
EA Engineering, Science, and Technology, Inc. July 2013 - Present
Finger Lakes Institute June 2012 - May 2013
Abe's Waterfront Boathouse Bar and Grill May 2012 - August 2012
Leaf Kitchen Restaurant October 2011 - May 2012
Hobart and William Smith Colleges June 2011 - December 2011
Office of Sustainability. Dartmouth College March 2011 - June 2011
Hobart and William Smith Colleges September 2008 - May 2010
Centaurus Financial July 2009 - August 2009
Michel Angelo's Restaurant May 2009 - August 2009
Skills
Research, Matlab, Microsoft Office, Spectrophotometry, Microsoft Excel, Academic Writing, Public Speaking, Statistics, PowerPoint, Microsoft Word,..., ArcGIS, LaTeX, Solid Works, Java Programming, Field Work, Solidworks, Data Analysis, Basic French, Ion Chromatography
Education
Dartmouth College 2010 — 2013
Bachelor, Engineering; Environmental Engineering
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts, Environmental Studies
Veronica Kappas Veronica Kappas's Centaurus Financial® Experience June 2012 - Present
Job Executive Assistant at Centaurus Financial®
Industry Financial Services
Experience
Centaurus Financial® June 2012 - Present
Education
Irvine Valley College 2002 — 2003
Centaurus Financial® June 2012 - Present
Education
Irvine Valley College 2002 — 2003
Tyler D. Shumaker Tyler D. Shumaker's Centaurus Financial® Experience October 2011 - Present
Job SVP, Managing Director of the Wealth Management Department at Centaurus Financial
Industry Financial Services
Experience
Centaurus Financial® October 2011 - Present
Advantage Real Estate March 2011 - Present
Baldwin Park Unified School District July 2009 - June 2011
Chino Unified School District January 2004 - June 2009
Chicks Sporting Goods February 2002 - February 2004
Indymac Bank April 2001 - March 2002
YMCA October 1999 - April 2001
Albertsons December 1997 - October 2000
Prado Olympic Shooting Park April 1996 - November 1997
Education
Rockwell Institute 2010 — 2011
License, Real Estate
Azusa Pacific University 2005 — 2006
Master's degree
California State University-Fullerton 2002 — 2004
Bachelor's degree, History and Classical Liberal Studies
Mount San Antonio College 1998 — 2001
AA, General Education
Centaurus Financial® October 2011 - Present
Advantage Real Estate March 2011 - Present
Baldwin Park Unified School District July 2009 - June 2011
Chino Unified School District January 2004 - June 2009
Chicks Sporting Goods February 2002 - February 2004
Indymac Bank April 2001 - March 2002
YMCA October 1999 - April 2001
Albertsons December 1997 - October 2000
Prado Olympic Shooting Park April 1996 - November 1997
Education
Rockwell Institute 2010 — 2011
License, Real Estate
Azusa Pacific University 2005 — 2006
Master's degree
California State University-Fullerton 2002 — 2004
Bachelor's degree, History and Classical Liberal Studies
Mount San Antonio College 1998 — 2001
AA, General Education
Neal Geschwind Neal Geschwind's Centaurus Financial® Experience May 2008 - August 2008
Job Cofounder Chief Restaurant Officer at Suggestaurant
Industry Financial Services
Experience
Suggestaurant January 2014 - Present
Empire Wealth Strategies October 2011 - December 2013
The New York Energy Company August 2010 - August 2011
Lifetime Brands June 2009 - August 2009
Aviarms Support Corporation June 2008 - August 2008
Centaurus Financial® May 2008 - August 2008
Centaurus Financial® May 2007 - August 2007
Skills
Finance, 401k, Portfolio Management, Sales, Mutual Funds, Customer Service, Management, Pensions, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2010
Business-Finance, Finance, Marketing, Accounting
Indiana University Bloomington 2007 — 2010
Finance, Finance
State University of New York at Buffalo 2006 — 2007
Finance
Suggestaurant January 2014 - Present
Empire Wealth Strategies October 2011 - December 2013
The New York Energy Company August 2010 - August 2011
Lifetime Brands June 2009 - August 2009
Aviarms Support Corporation June 2008 - August 2008
Centaurus Financial® May 2008 - August 2008
Centaurus Financial® May 2007 - August 2007
Skills
Finance, 401k, Portfolio Management, Sales, Mutual Funds, Customer Service, Management, Pensions, Accounting
Education
Indiana University - Kelley School of Business 2007 — 2010
Business-Finance, Finance, Marketing, Accounting
Indiana University Bloomington 2007 — 2010
Finance, Finance
State University of New York at Buffalo 2006 — 2007
Finance
Joseph Sturges Joseph Sturges's Centaurus Financial® Experience 2009 - December 2012
Job President / CEO, Financial Planner at Finance Matters LLC
Industry Financial Services
Experience
LifeMark Securities Corp August 2013 - Present
Finance Matters, LLC March 2000 - Present
Centaurus Financial 2009 - December 2012
ING Financial Partners, inc March 2001 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Mutual Funds, Securities, 401k, Investments, IRAs, Finance, Financial Planning, Pensions, Financial Advisory, Life Insurance, Investment Strategies, 401k Rollovers, IRA's, Annuities, Long Term Care, Roth IRA, Insurance Planning, Wealth Accumulation, Trusts, Wealth Transfer, Asset Protection, Alternative Investments
Education
California State University-San Bernardino 1990 — 1992
Communications (major) Business (minor)
Southern Utah University 1987 — 1989
Communications (Major) Business (Minor)
thousand oaks high school
thousand oaks high school
LifeMark Securities Corp August 2013 - Present
Finance Matters, LLC March 2000 - Present
Centaurus Financial 2009 - December 2012
ING Financial Partners, inc March 2001 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Mutual Funds, Securities, 401k, Investments, IRAs, Finance, Financial Planning, Pensions, Financial Advisory, Life Insurance, Investment Strategies, 401k Rollovers, IRA's, Annuities, Long Term Care, Roth IRA, Insurance Planning, Wealth Accumulation, Trusts, Wealth Transfer, Asset Protection, Alternative Investments
Education
California State University-San Bernardino 1990 — 1992
Communications (major) Business (minor)
Southern Utah University 1987 — 1989
Communications (Major) Business (Minor)
thousand oaks high school
thousand oaks high school
Aysha Moosa's Centaurus Financial® Experience August 2002 - March 2006
Job Talent Acquisition Manager at Kaye/Bassman International and Marketing Communications Manager at Next Level Exchange
Industry Pharmaceuticals
Experience
Kaye/Bassman International January 2014 - Present
Next Level Exchange January 2014 - Present
Kaye/Bassman International August 2008 - January 2014
Community Trade Association April 2006 - July 2008
Centaurus Financial® August 2002 - March 2006
Playback Media December 2001 - July 2002
Skills
Marketing, Training, Healthcare, Project Management, Pharmaceutical Industry, Team Building, Microsoft Office, Recruiting, Strategic Planning, Risk Management, Cold Calling, Customer Service, Talent Acquisition, Microsoft Excel, Medical Devices
Education
San Jose State University 2001 — 2005
Wilcox High School 1997 — 2001
Kaye/Bassman International January 2014 - Present
Next Level Exchange January 2014 - Present
Kaye/Bassman International August 2008 - January 2014
Community Trade Association April 2006 - July 2008
Centaurus Financial® August 2002 - March 2006
Playback Media December 2001 - July 2002
Skills
Marketing, Training, Healthcare, Project Management, Pharmaceutical Industry, Team Building, Microsoft Office, Recruiting, Strategic Planning, Risk Management, Cold Calling, Customer Service, Talent Acquisition, Microsoft Excel, Medical Devices
Education
San Jose State University 2001 — 2005
Wilcox High School 1997 — 2001
Alex Cartwright's Centaurus Financial® Experience December 2006 - February 2008
Job Executive at CK Management Systems
Industry Environmental Services
Experience
CK Management Systems February 2007 - Present
Centaurus Financial December 2006 - February 2008
Environments By Unique Creations May 2000 - February 2007
Education
Iona College 2000 — 2004
BBA, Finance, International Business
CK Management Systems February 2007 - Present
Centaurus Financial December 2006 - February 2008
Environments By Unique Creations May 2000 - February 2007
Education
Iona College 2000 — 2004
BBA, Finance, International Business
Jason Luhan's Centaurus Financial® Experience December 2011 - July 2014
Job Chief Compliance Officer / Senior Legal Counsel
Industry Financial Services
Experience
EQIS - Reinventing Wealth Management May 2015 - Present
Financial West Group July 2014 - April 2015
Centaurus Financial® December 2011 - July 2014
Centaurus Financial® December 2007 - December 2011
Centaurus Financial® December 2007 - December 2011
Skills
Alternative Investments, FINRA, Series 7, Series 66, Series 24, Series 53, Series 99, Investment Advisory, 401k, Estate Planning, Mutual Funds, Wealth Management, Asset Management, Financial Services, Investments, Due Diligence, Portfolio Management, Retirement
Education
Chapman University, School of Law 2004 — 2007
JD, Law
University of San Diego 1991 — 1993
BA, Business Administration
Ohio Wesleyan University 1989 — 1991
Undergraduate studies
EQIS - Reinventing Wealth Management May 2015 - Present
Financial West Group July 2014 - April 2015
Centaurus Financial® December 2011 - July 2014
Centaurus Financial® December 2007 - December 2011
Centaurus Financial® December 2007 - December 2011
Skills
Alternative Investments, FINRA, Series 7, Series 66, Series 24, Series 53, Series 99, Investment Advisory, 401k, Estate Planning, Mutual Funds, Wealth Management, Asset Management, Financial Services, Investments, Due Diligence, Portfolio Management, Retirement
Education
Chapman University, School of Law 2004 — 2007
JD, Law
University of San Diego 1991 — 1993
BA, Business Administration
Ohio Wesleyan University 1989 — 1991
Undergraduate studies
Brian Harlan's Centaurus Financial® Experience February 2013 - Present
Job Corporate Counsel at Centaurus Financial®
Industry Law Practice
Experience
Centaurus Financial® February 2013 - Present
Edgerton & Weaver January 2009 - January 2013
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Class Actions, Corporate Law, Appeals, Due Diligence, Courts, Securities Litigation, Bankruptcy, Westlaw, Arbitration, Mediation, Private Equity, Employment Law, Securities Regulation, Securities
Education
Loyola Law School, Loyola Marymount University 2006 — 2009
JD
University of California, Santa Barbara 2001 — 2005
BA, Business Economics
Centaurus Financial® February 2013 - Present
Edgerton & Weaver January 2009 - January 2013
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Class Actions, Corporate Law, Appeals, Due Diligence, Courts, Securities Litigation, Bankruptcy, Westlaw, Arbitration, Mediation, Private Equity, Employment Law, Securities Regulation, Securities
Education
Loyola Law School, Loyola Marymount University 2006 — 2009
JD
University of California, Santa Barbara 2001 — 2005
BA, Business Economics
Danielle Rodgers's Centaurus Financial® Experience July 2007 - May 2008
Job Assistant Buyer at Boot Barn
Industry Marketing and Advertising
Experience
Boot Barn July 2012 - Present
Boot Barn November 2008 - July 2012
Modern Luxury September 2008 - November 2008
Centaurus Financial® July 2007 - May 2008
The Learning Annex June 2006 - May 2007
Skills
Social Media Marketing, Customer Service, Marketing, Merchandising, Event Planning, Inventory Management, Sales, Retail, Facebook, Social Networking, Social Media, Visual Merchandising, Fashion, Event Management, Advertising
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Boot Barn July 2012 - Present
Boot Barn November 2008 - July 2012
Modern Luxury September 2008 - November 2008
Centaurus Financial® July 2007 - May 2008
The Learning Annex June 2006 - May 2007
Skills
Social Media Marketing, Customer Service, Marketing, Merchandising, Event Planning, Inventory Management, Sales, Retail, Facebook, Social Networking, Social Media, Visual Merchandising, Fashion, Event Management, Advertising
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Wendy Freed's Centaurus Financial® Experience September 2009 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Centaurus Financial September 2009 - August 2010
David Stoner & CO., LLC October 2005 - September 2009
CIGNA February 2003 - August 2005
Education
Lesley University 1984 — 1988
BS, Early Education
Centaurus Financial September 2009 - August 2010
David Stoner & CO., LLC October 2005 - September 2009
CIGNA February 2003 - August 2005
Education
Lesley University 1984 — 1988
BS, Early Education