Centaurus Financial, Inc.®

Industry: Company

Description

Founded: 1992 Parent organization: Federation Of Financial Services, Inc. Subsidiary: Centaurus Financial, Inc., Asset Management Arm

Centaurus Financial, Inc.® List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Centaurus Financial, Inc.®. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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30 Centaurus Financial, Inc.® employees in database. Find out everything there's to know about Centaurus Financial, Inc.® 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, Inc.® Employees

Employee
Years
Job
Industry
Jose Hernandez-Gomez Jose Hernandez-Gomez Long Beach, California Details
Jose Hernandez-Gomez's Centaurus Financial, Inc.® Experience January 2015 - Present
Job Investment Advisor at Centaurus Financial, Inc.®
Industry Financial Services
Experience
Centaurus Financial, Inc.®   January 2015 - Present
Capital Investment Advisers   July 2013 - December 2014
AmeriCorps NCCC  September 2011 - July 2013

Skills
Management, PowerPoint, Sustainability, Supervising, Leadership, Public Speaking, Time Management, Process Scheduler, Microsoft Office, Strategic Planning, Finance, Analysis, Teamwork, Microsoft Excel, Microsoft Word, Customer Service, Research

Education
California State University-Long Beach   2008 — 2013
Political Science-Law, Politics, & Policy, Legal Studies, General

FINRA
Series 7 & Series 66, Finance and Financial Management Services

Brittany Hartung Brittany Hartung San Clemente, California Details
Brittany Hartung's Centaurus Financial, Inc.® Experience October 2013 - May 2014
Job Attended University of California, Los Angeles
Industry Financial Services
Experience
Merril Lynch Inc  August 2015 - Present
DPFG  May 2014 - August 2015
Centaurus Financial, Inc.   October 2013 - May 2014
Hartung Construction, Inc.   2010 - 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Critical Thinking, Analytical Skills, Problem Solving, Teamwork, Team Leadership, Work Ethic, Ethics, Time Management, Data Analysis, Finance, Leadership, PowerPoint

Education
University of California, Los Angeles   2011 — 2013
Bachelor of Arts (B.A.), Economics

Saddleback College   2009 — 2011
Associate's degree

John A. Brinkerhoff, MSFS, CFP®, ChFC®, RICP® John A. Brinkerhoff, MSFS, CFP®, ChFC®, RICP® Greater Salt Lake City Area Details
John A. Brinkerhoff, MSFS, CFP®, ChFC®, RICP®'s Centaurus Financial, Inc.® Experience August 2015 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) practicing professional
Industry Financial Services
Experience
Centaurus Financial, Inc.®   August 2015 - Present
University of Utah  November 2009 - Present
The Horace Mann Companies  April 2011 - July 2015
University of Utah  October 2010 - April 2011
The Cambridge Financial Center  July 2010 - April 2011
AXA EQUITABLE  September 2007 - June 2010
Allstate Insurance Company and AFS, LLC   May 2003 - September 2007
AEGON, U.S.A.   October 1999 - May 2003

Education
University of Pennsylvania - The Wharton School   2008 — 2008
RPS Certificate, Comprehensive Retirement Planning

The American College   2003 — 2007
Master of Science of Financial Services (MSFS), Financial Services

Brigham Young University   1998 — 2001
Bachelor of Arts, History

Granite High School   1993 — 1995
Diploma, General Studies

Trevin Kent Trevin Kent Monterey, California Details
Trevin Kent's Centaurus Financial, Inc.® Experience June 2013 - 2015
Job Diagnostician of Financial Pain and Uncertainty – 403(b) Specialist – Educator – Retirement Advisor
Industry Financial Services
Experience
Central Coast Financial Management   July 2012 - Present
Centaurus Financial, Inc.®   June 2013 - 2015
Augusta Country Club  October 2011 - May 2012
Monterey Church   January 2008 - February 2011
Bratty & Bluhm Real Estate   November 2007 - October 2008
Creative Mortgage  January 2007 - July 2007

Skills
Retirement Planning, 403 b, Investment Advisory..., Leadership, Strategic Financial..., Risk Management, Customer Service, Small Business, Sales, Credit, Banking, Residential Mortgages, Refinance, Loan Origination, Mortgage Banking, Marketing, Business Development, Financial Analysis, Operations Management

Education
Lee University   2009 — 2012
Bachelor of Science (BS), Pastoral Ministries

University of Phoenix   2007 — 2008
AA, Business Finance

Christopher Bybee, MBA Christopher Bybee, MBA Greater Denver Area Details
Christopher Bybee, MBA's Centaurus Financial, Inc.® Experience October 1996 - September 2004
Job Compliance Analyst at ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company)   April 2015 - Present
Transamerica Capital, Inc.   November 2013 - March 2015
Great-West Financial  September 2012 - August 2013
Pacific Life  November 2007 - September 2012
Foresters Equity Services, Inc.   August 2005 - October 2007
Financial Foundation 2000   October 2004 - August 2005
Centaurus Financial, Inc.®   October 1996 - September 2004

Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7

Education
University of Phoenix - School of Business   2008 — 2010
MBA, Business Administration and Management, General

California State University-Fullerton, Mihaylo College of Business and Economics   1989 — 1992
BA, Administration, Financial Planning

Nicole Sherman Nicole Sherman Columbia, South Carolina Details
Nicole Sherman's Centaurus Financial, Inc.® Experience May 2015 - Present
Job Student at University of South CarolinaColumbia
Industry
Experience
Centaurus Financial, Inc.®   May 2015 - Present
JP Turner & Company  February 2015 - May 2015

Skills
Finance, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Social Media, Research

Education
University of South Carolina-Columbia   2012 — 2016

Brady Tice Brady Tice North Richland Hills, Texas Details
Brady Tice's Centaurus Financial, Inc.® Experience June 2014 - Present
Job Intern at Centaurus Financial
Industry Financial Services
Experience
Centaurus Financial, Inc.®   June 2014 - Present
AXA Advisors  March 2012 - August 2013

Skills
Leadership, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint

Education
The University of Texas at Arlington   2012 — 2015
Bachelor of Business Administration (BBA), Finance

Bob Davidson, ChFC Bob Davidson, ChFC Washington D.C. Metro Area Details
Bob Davidson, ChFC's Centaurus Financial, Inc.® Experience May 2001 - November 2012
Job Registered Representative at Royal Alliance Associates INC
Industry Financial Services
Experience
Royal Alliance Associates  November 2012 - Present
BDA Financial, LLC   January 1986 - Present
Centaurus Financial, Inc.   May 2001 - November 2012
AXA Advisors  January 1986 - April 2001
General Mills  October 1981 - October 1985
Peace Corps  November 1976 - September 1979

Skills
Strategic Financial..., Federal Employee..., Retirement Planning, Estate Planning, Investments, Portfolio Management, Insurance, Employee Benefits

Education
Auburn University   1980 — 1981
Master of Science, Aquaculture

The University of Connecticut   1974 — 1976
Bachelor of Science, Biology

Jay Schurz, FIC Jay Schurz, FIC Linton, Indiana Details
Jay Schurz, FIC's Centaurus Financial, Inc.® Experience September 2011 - January 2013
Job Investment Advisor Representative of MWA Financial Services
Industry Financial Services
Experience
Modern Woodmen of America  July 2014 - Present
ING Financial Partners  January 2013 - July 2014
Centaurus Financial, Inc.®   September 2011 - January 2013

Skills
Customer Service, Investments, Insurance, Social Media, Marketing, Marketing Strategy, Financial Analysis, Strategic Planning, Strategic Financial..., Sales Management, Life Insurance, Coaching, Social Media Marketing, Fixed Annuities, Public Relations, New Business Development, Public Speaking, Entrepreneurship, Team Building, Leadership, Training, Retirement, Sales, Online Advertising, Financial Services, Securities, FINRA, Retirement Planning

Education
Central Texas College   1988 — 1989
Biology, General

Franklin College   1986 — 1987
Sociology

Blake Bjordahl Blake Bjordahl Orange County, California Area Details
Blake Bjordahl's Centaurus Financial, Inc.® Experience May 1999 - January 2008
Job VP of Institutional Services at Ministry Partners Securities LLC
Industry Financial Services
Experience
Ministry Partners Securities LLC   January 2015 - Present
Ministry Partners Securities LLC   September 2013 - Present
Laser App Software Inc.  April 2013 - January 2015
Berean Advisors   March 2009 - September 2013
First Allied Securities  January 2008 - March 2009
Centaurus Financial, Inc.   May 1999 - January 2008
SAI Capital Management   May 1997 - March 1999
Centaurus Financial, Inc  June 1994 - May 1997
Titan Value Equities   March 1992 - June 1994

Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement Planning, Insurance, Employee Benefits, Estate Planning, Philanthropy, Stewardship, Financial Services, Strategy, Leadership, Mergers & Acquisitions, Wealth, Financial Analysis, Mutual Funds, Management, Due Diligence, Finance, Portfolio Management, Financial Planning

Education
Vanguard University of Southern California   2006 — 2007
MBA, Business Administration and Management, General

California State University-Fullerton, Mihaylo College of Business and Economics   1989 — 1992
BS, Finance

Aaron Koscheski Aaron Koscheski Columbia, South Carolina Details
Aaron Koscheski's Centaurus Financial, Inc.® Experience May 2015 - Present
Job Intern at Centaurus Financial
Industry Financial Services
Experience
Centaurus Financial, Inc.®   May 2015 - Present
JP Turner & Company  January 2015 - May 2015
Dodie Academic Enrichment Center   August 2013 - December 2014
Kappa Sigma Fraternity  August 2013 - December 2013
Kappa Sigma Fraternity  January 2012 - May 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Networking, Teamwork, Leadership, Time Management, Social Media, Research, Marketing, Sales

Education
University of South Carolina-Columbia   2011 — 2015

Crystal Lay Crystal Lay San Jose, California Details
Crystal Lay's Centaurus Financial, Inc.® Experience September 2013 - Present
Job Administrative Assistant at Kohl's Department Stores
Industry Retail
Experience
Centaurus Financial, Inc.®   September 2013 - Present
Kohl's Department Stores  September 2009 - Present

Skills
Process Scheduler, Data Entry, Outlook, Administrative..., Microsoft Word, Time Management, PowerPoint, Telephone Skills, Microsoft Excel, Microsoft Office

Education
De Anza College

Kent A. Cooper, EA Kent A. Cooper, EA Redlands, California Details
Kent A. Cooper, EA's Centaurus Financial, Inc.® Experience January 1997 - Present
Job Tax & Financial Advisor/OSJ Branch Manager at Centaurus Financial, Inc.®
Industry Financial Services
Experience
Centaurus Financial, Inc.®   January 1997 - Present

Skills
Investments, Risk Management, Retirement Planning, Strategic Planning, Insurance, Tax Preparation

Education
UC Riverside
Business Administration, Economics

Tiffany de Ruosi Tiffany de Ruosi Newport Beach, California Details
Tiffany de Ruosi's Centaurus Financial, Inc.® Experience June 2007 - Present
Job Investment Advisor at Centaurus Financial, Inc.
Industry Investment Management
Experience
Centaurus Financial, Inc.   June 2007 - Present
Brookstreet Securities  July 2002 - July 2007
A.G. Edwards   July 1997 - July 2002
Edward Jones  July 1993 - July 1997
Dean Witter Reynolds  September 1991 - July 1993

Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments

Education
California State University-Long Beach   1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business

Courtney Butler Courtney Butler Chapel Hill, North Carolina Details
Courtney Butler's Centaurus Financial, Inc.® Experience May 2014 - August 2014
Job Student at the University of North Carolina
Industry
Experience
Clarkston Consulting  September 2015 - Present
SterlingRisk  June 2015 - July 2015
Personify  January 2014 - December 2014
Centaurus Financial, Inc.®   May 2014 - August 2014
Kumo Sushi and Steakhouse   June 2012 - August 2014
Red Mango  June 2011 - August 2011

Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Public Speaking, Windows, Event Planning, Sales, Executive Search, Hiring

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2015 — 2017
Bachelor's Degree

University of North Carolina at Chapel Hill   2013 — 2017
Business Administration and Management, General

Ward Melville Senior High School   2010 — 2013
Advanced Regents Diploma

John Starke John Starke Williamsburg, Virginia Details
John Starke's Centaurus Financial, Inc.® Experience June 2015 - Present
Job Registered Principal at Centaurus Financial, Inc.®
Industry Financial Services
Experience
Centaurus Financial, Inc.®   June 2015 - Present
Financial West Group  March 2014 - June 2015
Allied Beacon Partners   2012 - June 2013

Skills
Real Estate, Retirement Planning, Alternative Investments, Estate Planning, REIT, Oil & Gas Investments, Fuel Oil & Gasoline..., Brokerage, Commercial Real Estate, Securities License, Life & Annuity License, Investments, Finance, Wealth Management, Personal Finance, Asset Management, Wealth Accumulation, IRAs, First Time Home Buyers, Series 7, Asset Allocation, FINRA, Fixed Annuities, Retirement, Investment Management, Strategic Financial..., Financial Services, Series 24, Investment Advisory, Series 65, Mutual Funds, Small Business, Securities, Wealth, Financial Advisory, Series 63, Portfolio Management, Investment Strategies, Financial Planning

Education
The University of Texas at Austin   1984 — 1988
Bachelor’s Degree, Petroleum Engineering

Douglas Freeman High School   1971 — 1975

Jackson Wood Jackson Wood Greater Salt Lake City Area Details
Jackson Wood's Centaurus Financial, Inc.® Experience September 2015 - Present
Job Senior Advisor at Carol Holm Financial
Industry Financial Services
Experience
Centaurus Financial, Inc.®   September 2015 - Present
Strategic Advisors, Fidelity Investments   September 2014 - Present
Fidelity Investments  May 2014 - September 2014
Euro Pacific Bank, Ltd   April 2013 - April 2014
Prestige Financial, Larry H. Miller Group of Companies   May 2012 - February 2013
Wood Floors Inc.   April 2011 - April 2012
Quartzdyne Inc  September 2008 - April 2009

Skills
Bitcoin, Corporate Finance, Financial Economics, Business Economics, Business Strategy, Entrepreneurship, Financial Analysis, Economics, Sales, Public Speaking, Risk Management

Education
Brigham Young University   2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics

Jay Rocheleau III Jay Rocheleau III Washington D.C. Metro Area Details
Jay Rocheleau III's Centaurus Financial, Inc.® Experience March 2014 - Present
Job Kestler Financial Group
Industry Financial Services
Experience
Centaurus Financial, Inc.®   March 2014 - Present
Harrison Capital Management   October 2012 - November 2013
US Bank  March 2012 - October 2012
Flagstar Bank  December 2009 - March 2012
Flagstar Bank  February 2010 - February 2010
Flagstar Bank  March 2008 - December 2009
Flagstar Bank  January 2004 - March 2008
Flagstar Bank  August 2003 - January 2004

Skills
Banking, Loans, Management, Mortgage Lending, Operations Management, Troubleshooting, Customer Service, Credit, Retail Banking, Credit Analysis, Commercial Banking, Consumer Lending, Testing, Cross Selling, Financial Management..., Financial Analysis, Business Development, Networking, Small Business Lending, CRM, Coaching, Commercial Lending, Training, Investments, Small Business, Financial Risk, Sales Management, Mortgage Banking, Loan Origination, Finance, Underwriting, Sales, Refinance, Cash Management, Residential Mortgages, Risk Management, Relationship Management, Insurance, Customer Retention, Financial Services, Lines Of Credit, Leadership, Treasury Management

Education
Oakland University   2001 — 2008
B.A. in Political Science, Law, European Politics, Middle Eastern Politics, American Congress and Political Campaigns

ANDREA MECKNA ANDREA MECKNA Orange County, California Area Details
ANDREA MECKNA's Centaurus Financial, Inc.® Experience December 2011 - March 2014
Job Singer/Songwriter
Industry Music
Experience
Centaurus Financial, Inc.®   December 2011 - March 2014
Sovereign Health Group Addiction, Dual Diagnosis & Mental Health   June 2011 - December 2011
Inside Sales Representative   August 2007 - August 2009

Skills
Music, Guitar, Songwriting, Composition, Singing, Musician for Wedding or..., Music Production, Guitar Playing, Music Industry, Music Ministry, Praise & Worship, Creative Writing, Writing, Editing, Social Media, Customer Relations, Customer Support, Administrative Support, Addiction Recovery &..., Group Leadership, Music Therapy, Mental Health Care, Mental Health Treatment, Patient Advocacy, Crisis Intervention, Victims of Domestic..., Display Advertising, Customer Service, Teaching, Public Speaking, Community Outreach, Event Management, Microsoft Office

Education
Saddleback College   2009 — 2011
Certificate, Human Services: Alcohol & Drug Studies

Calvary Chapel School of Worship   2006 — 2008
Certificate of Ministry, Music Ministry

Charles Tiano Charles Tiano Orange County, California Area Details
Charles Tiano's Centaurus Financial, Inc.® Experience January 2004 - February 2006
Job Royale Energy, Inc.
Industry Oil & Energy
Experience
Royale Energy, Inc.   August 2009 - Present
The Lightstone Group  April 2008 - December 2008
EverBank  2006 - 2008
Centaurus Financial, Inc.®   January 2004 - February 2006
United States Marine Corps  October 1994 - October 1998

Education
University of Illinois at Chicago   1999 — 2003
BS

Samantha Chick Samantha Chick Charleston, South Carolina Details
Samantha Chick's Centaurus Financial, Inc.® Experience August 2015 - Present
Job Student at University of South CarolinaColumbia
Industry Accounting
Experience
Centaurus Financial, Inc.®   August 2015 - Present
Mercy and Company   May 2012 - August 2015
Mercy and Company   May 2012 - August 2015
Mercy and Company   May 2012 - August 2014

Skills
Sales, Microsoft Excel, SAP, Management, Accounting, Time Management, Spanish, Marketing Communications

Education
University of South Carolina-Columbia   2012 — 2016
Accounting and Finance, Junior

MOORE SCHOOL OF BUSINESS, University of South Carolina
Bachelor of Science, Business Administration; Accounting and Finance

Phil Simone Phil Simone Orange County, California Area Details
Phil Simone's Centaurus Financial, Inc.® Experience August 2011 - Present
Job Experienced Risk, Insurance and Investment Manager with a passion for exceeding client expectations
Industry Financial Services
Experience
Centaurus Financial, Inc.®   August 2011 - Present

Education
Harvard Business School   1999 — 1999
Executive Strategic Sales & Marketing Management

Pepperdine University, The George L. Graziadio School of Business and Management   1984 — 1986
Master of Business Administration (MBA)

UCLA Anderson School of Management   2009 — 2009
Board of Directors Education & Certification

Mark Geschwind, ChFC, CLU Mark Geschwind, ChFC, CLU Greater New York City Area Details
Mark Geschwind, ChFC, CLU's Centaurus Financial, Inc.® Experience February 2002 - Present
Job OwnerMark Geschwind & Associates
Industry Financial Services
Experience
Centaurus Financial, Inc.   February 2002 - Present
AXA-Equitable  1984 - 2002
WPOP-AM   1982 - 1984
Maine Information Radio Network   1980 - 1982

Education
Syracuse University   1978 — 1980
Bachelor Of Science, Broadcast Journalism

Seth A. Weil Seth A. Weil Greater Los Angeles Area Details
Seth A. Weil's Centaurus Financial, Inc.® Experience January 2005 - June 2012
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  January 2014 - Present
Waddell & Reed  May 2013 - October 2013
Capital Insurance Brokerage, Inc.   June 2012 - September 2013
Smoqued California BBQ California, LLC   June 2012 - May 2013
Capital Insurance Brokerage, Inc.   June 2012 - March 2013
Centaurus Financial, Inc  January 2005 - June 2012
Centaurus Financial, Inc.   January 2001 - January 2005
Borg-Warner Security Services   January 2000 - January 2001
United States Marine Corps  January 1996 - January 2000

Skills
Insurance, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Retirement, Management, Series 24, Financial Planning, Finance, Series 4, Series 66, Branch Development

Education
California State University   2003 — 2005
Bachelor of Arts, English Language and Literature/Letters

California State University-Fullerton   2003 — 2005
Bachelor's degree, English Language and Literature, General

Stephanie Capuano, CPA, MAcc, MSA Stephanie Capuano, CPA, MAcc, MSA Greater Detroit Area Details
Stephanie Capuano, CPA, MAcc, MSA's Centaurus Financial, Inc.® Experience January 2000 - March 2004
Job Financial Analysis Supervisor
Industry Accounting
Experience
ZF TRW  August 2015 - Present
BorgWarner Inc.  April 2014 - July 2015
BorgWarner Inc.  May 2013 - April 2014
BorgWarner Inc.  December 2011 - May 2013
BorgWarner Inc.  May 2010 - December 2011
BKS Advisors, LLC   January 2006 - February 2009
Morgan Stanley  March 2005 - December 2005
Raymond James Financial  April 2004 - February 2005
Centaurus Financial, Inc.   January 2000 - March 2004

Skills
Balance Sheet Review, P&L Analysis, P&L Forecasting, P&L review, General Ledger, Cash receipts, Cash Management, Accounting Research, Variance Analysis, Financial Variance..., Variance Reports, Accounts Payable &..., Bank Reconciliation, Monthly Close Process, Budget Forecasts, Financial Forecasting

Education
Oakland University   2008 — 2010
Master of Accounting, Accounting

Central Michigan University   2006 — 2007
Master of Science, Administration - concentration in Human Resource Administration

Walsh College   2005 — 2006
Bachelor of Business Administration, Management - concentration in Human Resource Management

Macomb Community College   2000 — 2005
Associate of Business Administration, General Business

Macomb Community College   2000 — 2005
Associate of General Studies, General Studies

Florian Spinello Florian Spinello Orange County, California Area Details
Florian Spinello's Centaurus Financial, Inc.® Experience September 1996 - Present
Job Registered Principal at Centaurus Financial, Inc.
Industry Financial Services
Experience
Centaurus Financial, Inc.   September 1996 - Present
Emerald Stoneriver   2008 - 2011

Education
San Diego State University-California State University
BA, Finance

Jerry (Jerome) V. Duhovic Jerry (Jerome) V. Duhovic Orange County, California Area Details
Jerry (Jerome) V. Duhovic's Centaurus Financial, Inc.® Experience April 2004 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Centaurus Financial, Inc.   April 2004 - Present
Pacific Point Securities, LLC   2009 - Present
the City of Rancho Palos Verdes   December 2011 - Present
Datek Online Holdings Corp., et al   1998 - 2004
Ameritrade Holding Corporation (various subsidiaries)   2002 - 2003
Datek Online  1998 - 2003
Titan Value Equities Group, Inc. & Centrum Services, Inc.   1989 - 1998

Skills
FINRA, Securities, Series 7, Series 24, Financial Services, Series 63, Mutual Funds, Risk Management, Equities, Retirement Planning, Financial Advisory, Investments, Wealth Management, Team Building, Financial Analysis, Securities Regulation, 401k, Alternative Investments, Retirement, Due Diligence, Estate Planning, Portfolio Management, Insurance, Finance, Asset Management, Strategic Planning, Fixed Income, Asset Allocation, Management, Uniform Combined State..., Investment Advisory, Fixed Annuities, Strategic Financial..., Bloomberg, Electronic Trading, Options, Trading

Education
United States Air Force Academy   1983 — 1987
Bachelor of Science

Jeff Quiggle Jeff Quiggle San Clemente, California Details
Jeff Quiggle's Centaurus Financial, Inc.® Experience 2013 - Present
Job Financial Advisor at Centaurus Financial, Inc.
Industry Financial Services
Experience
Centaurus Financial, Inc.   2013 - Present
Girard Securities, Inc., Registered Investment Adviser & Member FINRA SiPC MSRB   2002 - 2013
Spelman & Co., Inc., Registered Investment Adviser & Member FINRA SiPC MSRB   1992 - 2002

Skills
Retirement Planning, Asset Managment, Wealth Management, Investments, Strategic Planning, Equities, Investment Management, Financial Advisory, Financial Analysis, Life Insurance, Investment Strategies, Asset Allocation, Fixed Annuities, Portfolio Management, Series 7, 401k, Alternative Investments, Securities, Retirement, Risk Management, Asset Management, Series 63, Estate Planning, IRAs, Investment Advisory, Wealth, Financial Services, Financial Modeling, 401k Rollovers, Series 65, Wealth Management..., Wealth Accumulation, ETFs, Saving for Education, 529 Plans, College Savings Plans, Finance, Roth IRA, Series 24, Variable Annuities

Education
University of Arizona
Bachelor's Degree, Major in Economics

Vernon Lawhorn Vernon Lawhorn Greater Denver Area Details
Vernon Lawhorn's Centaurus Financial, Inc.® Experience June 2010 - October 2012
Job Financial Analyst
Industry Investment Management
Experience
Arrow Electronics  May 2015 - Present
Charter Equity Research   June 2013 - April 2015
Centaurus Financial, Inc.®   June 2010 - October 2012
Edward Jones  April 2007 - June 2010
General Motors  1999 - 2003

Skills
Six Sigma, Financial Analysis, Strategic Planning, Process Improvement, Forecasting, Microsoft Excel, Financial Modeling, Strategy

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA

The University of New Mexico
Bachelor of Science (B.S.), Mechanical Engineering

Sharon Brosamer Sharon Brosamer Dana Point, California Details
Sharon Brosamer's Centaurus Financial, Inc.® Experience April 2012 - Present
Job Assistant at Centaurus Financial, Inc.
Industry Investment Management
Experience
Centaurus Financial, Inc.   April 2012 - Present

Skills
Mutual Funds, Event Planning, Marketing, Mortgage Banking, Sales, Microsoft Office, Investments, Social Media Marketing, Leadership, Public Speaking, Customer Satisfaction, Business Development, Public Relations, Negotiation, Customer Service, Event Management

Education
California State University-Long Beach   1989 — 1991
Bachelor's degree, Marketing

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