Centaurus Financial, Inc.®
Industry: Company
DescriptionFounded: 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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Centaurus Financial, Inc.® Employees
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
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
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
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
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
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
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
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
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
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
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
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
Centaurus Financial, Inc.® January 1997 - Present
Skills
Investments, Risk Management, Retirement Planning, Strategic Planning, Insurance, Tax Preparation
Education
UC Riverside
Business Administration, Economics
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
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
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
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
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
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
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
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
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
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
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
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
Centaurus Financial, Inc. September 1996 - Present
Emerald Stoneriver 2008 - 2011
Education
San Diego State University-California State University
BA, Finance
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
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
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
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