Cetera Financial Group

Industry: Financial services company

Description

Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States. Headquarters: El Segundo, CA Number of employees: 1,300 (2016) CFO: Jeffrey Buchheister General counsel: Brian Stern Founded: 2010 Chief information officer: Michael Ragunas Subsidiaries: Girard Securities, Inc, Cetera Advisor Networks LLC,

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Cetera Financial Group Employees

Employee
Years
Job
Industry
Michael Flores, CPA Michael Flores, CPA Los Angeles, California Details
Michael Flores, CPA's Cetera Financial Group Experience February 2014 - Present
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   February 2014 - Present
Prana Studios  August 2013 - February 2014
Participant Media  July 2013 - August 2013
Participant Media  September 2010 - June 2013
PwC  September 2007 - September 2010

Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, Variance Analysis, US GAAP, SAP, SEC filings, Internal Controls, GAAP, Revenue Recognition, Financial Accounting, Auditing, CPA, External Audit, SEC Filings

Education
Cal State San Marcos   2004 — 2007
Bachelor's degree, Accounting

Rachana Ravindran Rachana Ravindran El Segundo, California Details
Rachana Ravindran's Cetera Financial Group Experience February 2010 - August 2011
Job ETL Tech Lead at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Gr   August 2011 - June 2015
Cetera Financial Group   February 2010 - August 2011
ING Advisors Network  September 2005 - April 2008
Tata Infotech  August 1999 - June 2002

Skills
ETL, Informatica, Requirements Analysis, PL/SQL, Design Documents, Team Leadership, Performance Tuning, Linux, Business Objects, Project Coordination, Oracle SQL Developer, Pentaho, Tableau, Data Analysis, Oracle, Business Analysis

Education
Gujarat University
MCA, Computer Application

St. Xavier's College Ahmedabad
Bachelor of Science (B.Sc.), Physics and Mathematics

Albert Cohen Albert Cohen Greater Los Angeles Area Details
Albert Cohen's Cetera Financial Group Experience March 2010 - Present
Job Director at Cetera Financial Group
Industry Information Technology and Services
Experience
Cetera Financial Group   March 2010 - Present
ING  September 2009 - March 2010
ING  September 2007 - September 2009
Citigroup / Citibank  January 1997 - August 2007

Skills
IT Strategy, Business Analysis, SDLC, Vendor Management, Disaster Recovery, IT Management, Program Management, Requirements Analysis, Project Management, Banking, Process Improvement, Financial Services, Enterprise Architecture, Software Project..., Cloud Computing, Change Management, PMO, Leadership, Integration, Management, Team Management, Software Development, Architecture, Enterprise Software, Business Process..., Business Intelligence, Requirements Gathering, PMP, SaaS, Data Center, Governance, SOA, ITIL, Architectures, Data Warehousing, Security, SharePoint

Education
Boston University - School of Management   2012 — 2012
The CIO Pocket MBA, Business Strategy for Information Technology

University of Massachusetts, Amherst
Bachelor of Science, Computer Engineering & Mathematics

Mark Quinn Mark Quinn Greater San Diego Area Details
Mark Quinn's Cetera Financial Group Experience January 2015 - Present
Job Director of Regulatory Affairs at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   January 2015 - Present
First Allied Securities, Inc.   February 2010 - January 2015
Royal Alliance Associates  November 1998 - June 2008

Skills
Alternative Investments, Mutual Funds, Securities, Asset Management, Investments, Series 7, Investment Advisory, Asset Allocation, FINRA, Wealth Management

Education
University of Denver   1978 — 1981
Master of Business Administration (M.B.A.), Business Administration

University of Denver   1978 — 1981
Doctor of Law (J.D.), Law

Arizona State University   1975 — 1978
Bachelor of Science (B.S.), Finance

Rachel Tingley Rachel Tingley Des Moines, Iowa Details
Rachel Tingley's Cetera Financial Group Experience July 2013 - November 2013
Job Student at Grand View College
Industry Research
Experience
Wells Fargo Home Mortgage  December 2013 - February 2014
Chili's  May 2013 - December 2013
Cetera Financial Group   July 2013 - November 2013
Palmer's Deli & Market   May 2012 - May 2013
State Historical Society of Iowa  January 2013 - April 2013
Grand Prairie ISD  April 2011 - June 2011

Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Customer Service, English, Social Media, C, Programming, Statistics, Photoshop, Windows, Teaching, HTML

Education
Grand View College   2011 — 2013
Bachelor's degree, History

Western Texas College   2008 — 2010
Associate's degree, General Studies

Kory Borcherding Kory Borcherding Pella, Iowa Details
Kory Borcherding's Cetera Financial Group Experience June 2013 - Present
Job Operations Coordinator at Cetera Financial Group
Industry Higher Education
Experience
Cetera Financial Group   June 2013 - Present
Central College Career Center   May 2012 - May 2013
Central College  August 2011 - May 2013
Fareway Food Stores  November 2005 - August 2012

Skills
Customer Service, Mathematical Modeling, Probability, Adaptability, Student Engagement, Student Leadership, Student Development, Mathematica, Admissions, Student Affairs, Academic Advising, Student Recruiting, Community Outreach, Statistics, Study Abroad Programs, Datatel, Higher Education

Education
Central College   2009 — 2013
Bachelor of Arts (B.A.), Actuarial Science

Roger Dela Rosa Roger Dela Rosa Greater Los Angeles Area Details
Roger Dela Rosa's Cetera Financial Group Experience September 2012 - December 2012
Job Art & Marketing Director at CBRE Beverly Hills
Industry Design
Experience
CBRE Capital Markets Multi-Housing Group   May 2013 - Present
roger dela rosa / DESIGN   August 2002 - Present
SunAmerica Financial Group  March 2013 - May 2013
Cetera Financial Group   September 2012 - December 2012
The Designory, Inc.   May 2012 - May 2012
Hamagami/Carroll, Inc.   December 2011 - April 2012
Herbalife  2008 - 2011
AIGA Los Angeles  2007 - 2009
MC Brand Studios   2006 - 2008
Wagner/Junker, Inc.   2006 - 2008

Skills
Brand Development, Graphic Design, Typography, Art Direction, Corporate Identity, Logo Design, Advertising, Packaging, Concept Development, Corporate Branding, Creative Direction, Collateral, InDesign, Graphics, Posters, Brochures, Annual Reports, Art, Motion Graphics, Branding & Identity, Interaction Design, Web Design, Visual Communication, Adobe Creative Suite, Layout, Illustrator, User Interface Design, Illustration, Creative Strategy, User Experience, Image Manipulation, Information Design, Mac, Interactive Advertising, QuarkXPress, Catalogs, Concept Design, Design Strategy, Experience Design, Information Architecture, Pre-press, Marketing

Education
ArtCenter College of Design   1999 — 2002
B.F.A., Graphic Design, Advertising

San Diego State University-California State University   1990 — 1991
Communication / Theatre Arts

Sao Tran, JD Sao Tran, JD Greater Los Angeles Area Details
Sao Tran, JD's Cetera Financial Group Experience September 2013 - November 2013
Job Sr. Analyst, Workforce Analytics at Aramark Uniform Services
Industry Apparel & Fashion
Experience
Aramark Uniform Services  May 2015 - Present
Aramark Uniform Services  April 2014 - May 2015
Care1st Health Plan  November 2013 - April 2014
Cetera Financial Group   September 2013 - November 2013
Care1st Health Plan  July 2013 - September 2013
Southern California Edison  July 2011 - July 2013
Southern California Edison  May 2012 - July 2012
Southern California Edison  May 2010 - June 2011
University of Southern California  January 2009 - May 2011
Trevisan Cometal SpA (Societa' per Azioni)   July 2003 - September 2005

Skills
Analysis, SAP, Business Intelligence, Data Analysis, Business Objects, Business Process, Corporate Finance, Access, Financial Analysis, Management, Auditing, SAP R/3, Databases, Mergers & Acquisitions, Human Resources, Talent Acquisition, Cantonese, Financial Reporting, Business Analysis, Training, ERP, Visio, Financial Accounting, PeopleSoft, Program Management, Accounting, Database Design, Business Process..., Project Management, Recruiting, Process Improvement, Risk Management, Web Intelligence, Relational Databases, Business Strategy, MS Project, Internal Audit, Analytics, Italian, Management Accounting, Management Consulting, Forecasting, Taleo Enterprise System, HCM Processes & Forms, Database Development, Database Analysis, VBA

Education
University of California, Los Angeles

Cornell University

California Institute of Technology
Certificate

University of Southern California - Marshall School of Business   2008 — 2011
Bachelor in Science

Mt. San Antonio College   2006 — 2008

University of Bologna
Juris Doctor - Dottore in legge

Jermaine Matthews Jermaine Matthews Greater New York City Area Details
Jermaine Matthews's Cetera Financial Group Experience February 2012 - August 2014
Job Amalgamated Financial Services
Industry Financial Services
Experience
Amalgamated Bank  May 2015 - Present
deVere Group  2014 - February 2015
Cetera Financial Group   February 2012 - August 2014
JPMorgan Chase  May 2006 - February 2011
Ameriprise Financial Services, Inc.   December 2004 - May 2006
Millennium Partners  August 2001 - November 2003
Pershing, a BNY Mellon company  September 1996 - August 2001

Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking

Education
City University of New York-John Jay College of Criminal Justice   2002 — 2006
Bachelor's Degree, International Law and Legal Studies

Bishop Ford Central Catholic HS   1987 — 1991
High School

Dennis Sosa Dennis Sosa El Segundo, California Details
Dennis Sosa's Cetera Financial Group Experience June 2010 - Present
Job Advisory Services, Wealth Management
Industry Financial Services
Experience
Cetera Financial Group   June 2010 - Present
Smith Barney  June 2007 - June 2010
ING Advisors Network  May 2001 - June 2007

Education
Colorado Technical University-Online   2011 — 2013
-----

Los Angeles City College   1996 — 1998
Political Science - Humanities

Westchester High School   1992 — 1995

Lauren Slater Lauren Slater West Des Moines, Iowa Details
Lauren Slater's Cetera Financial Group Experience September 2012 - Present
Job Supervisor, Brokerage Operations at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   September 2012 - Present

Skills
Customer Service, Microsoft Office, Leadership, Insurance, Team Building, Sales, Salesforce.com, Employee Benefits, Outlook, Recruiting, Account Management, Human Resources, Strategic Planning, Process Improvement, Risk Management, Management, Microsoft Excel, Event Planning, Project Management, Vendor Management

Education
Iowa State University   2002 — 2006
Bachelor's degree

Bryan Freisinger Bryan Freisinger San Diego, California Details
Bryan Freisinger's Cetera Financial Group Experience April 2014 - Present
Job Senior Vice President, Corporate Initiatives at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   April 2014 - Present
First Allied Advisory Services, Inc.   January 2010 - April 2014
LPL Financial  March 2004 - November 2009

Skills
Investment Products, Risk, Securities, Series 7, Series 24, Series 63, Series 66, Financial Advisory, Investment Advisory, Compliance

Education
California State University-San Marcos
BS, Business Administration- Finance

Sam Macke Sam Macke Ankeny, Iowa Details
Sam Macke's Cetera Financial Group Experience October 2012 - March 2014
Job Insurance Agency Director at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2015 - Present
Zenith Marketing Group  May 2014 - August 2015
Cetera Financial Group   October 2012 - March 2014
ING Financial Partners  November 2001 - October 2012

Education
Iowa State University - College of Business   1990 — 1993
Bachelor's Degree, Business Administration and Management, General

Drake University

Kevin Manz Kevin Manz Fairfield, Iowa Details
Kevin Manz's Cetera Financial Group Experience December 2011 - July 2015
Job VP Operations at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   July 2015 - Present
Cetera Financial Group   December 2011 - July 2015
Broker Dealer Financial Services Corp.  May 2009 - December 2011

Skills
Series 7, Wealth Management, Mutual Funds, Insurance, Securities, Series 63, Financial Services, Management, Risk Management, Customer Service

Education
Iowa State University   1994 — 1998
Bachelor's degree, Management and Marketing

Jessica Burkard Stamer Jessica Burkard Stamer Lakewood, California Details
Jessica Burkard Stamer's Cetera Financial Group Experience July 2014 - Present
Job Senior Recruiting Operations Specialist at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2014 - Present
Cetera Financial Group   February 2013 - June 2014
Cetera Financial Group   September 2010 - January 2013

Skills
Marketing Communications, Email Marketing, Lead Generation, Marketing, Direct Marketing

Education
California State University-Long Beach   2007 — 2010
Bachelor's degree, Kinesiology and Exercise Science

San Diego State University-California State University   2004 — 2007
Bachelor's degree, Journalism

Holly Wisdom Holly Wisdom Fountain Valley, California Details
Holly Wisdom's Cetera Financial Group Experience March 2015 - Present
Job Financial Administrative Assistant at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   March 2015 - Present
Gender and Sexuality Equity Center   August 2014 - December 2014
Arnie's Manhattan Restaurant   June 2009 - August 2014
Sierra Nevada Brewing Co.  January 2014 - May 2014
The Style Lounge   July 2007 - August 2012

Skills
Public Speaking

Education
California State University-Chico   2012 — 2014
Bachelor's degree, Communication Studies, 3.7

University Study Abroad Consortium   2013 — 2013

Orange Coast College   2009 — 2012
Associate of Arts (A.A.), Communication Studies

Jacob Yahnian Jacob Yahnian Fresno, California Details
Jacob Yahnian's Cetera Financial Group Experience January 2013 - Present
Job Student at California State UniversityFresno/Intern at Cetera Financial Group
Industry Financial Services
Experience
FIVE Restaurant   October 2014 - Present
Cetera Financial Group   January 2013 - Present
Savemart Supermarkets  May 2013 - October 2014
GNC  June 2011 - July 2012

Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Finance, Social Networking, Time Management, Teamwork, Access, Analysis, Data Entry, Software Documentation, Microsoft Excel, Social Media

Education
California State University-Fresno   2011 — 2015
Bachelor’s Degree, Business Administration Marketing

California State University, Fresno

Steve Garmhausen Steve Garmhausen Austin, Texas Details
Steve Garmhausen's Cetera Financial Group Experience 2010 - Present
Job Contributing Editor at Barron's
Industry Writing and Editing
Experience
Barron's  January 2012 - Present
AdvisorCopy   2011 - Present
Fidelity.com   2010 - Present
Cetera Financial Group   2010 - Present
Ignites.com   1999 - 2001

Skills
Journalism, Web Content, Books, Editorial, Copy Editing, Magazine Articles, Blogging, Magazines, Feature Articles, Publications, Editing, Newspapers, Publishing, Storytelling

Education
City University of New York-Hunter College   2004 — 2005
BA Equivalent, Music Performance, General

State University of New York at Buffalo   1985 — 1990
BS, American Studies, journalism focus

OmGayathri Chellammal, PMP OmGayathri Chellammal, PMP Greater Chicago Area Details
OmGayathri Chellammal, PMP's Cetera Financial Group Experience July 2012 - December 2012
Job Project Manager at Zurich North America
Industry Computer Software
Experience
Zurich North America  November 2014 - Present
Allstate  June 2014 - November 2014
Allstate  February 2013 - June 2014
Cetera Financial Group   July 2012 - December 2012
Allstate  March 2006 - September 2010
Northwestern Mutual Life  August 2000 - February 2006

Skills
PMP, Requirements Analysis, Insurance, Program Management, Requirements Gathering, COBOL, DB2, MS Project, Business Analysis, Visio, Software Project..., Global Delivery, Change Management, Project Portfolio..., Vendor Management, Customer Relations, SharePoint, Performance Tuning, .NET, PL/SQL, C, C++, Oracle Developer 2000, Actuate, MQ Series, Project Management, SQL, Quality Assurance

Education
Anna University   1996 — 2000
Bachelor of Science (B.S.)

Amber Tolliver Amber Tolliver Greater Los Angeles Area Details
Amber Tolliver's Cetera Financial Group Experience September 2010 - Present
Job Account Adminstrator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   September 2010 - Present
Associated Securities Corp  2008 - 2009
ING  January 2001 - October 2007
Starview Adolescent Center  1996 - 1999

Skills
Investments, Customer Service, Outlook, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Research, Leadership, Coaching, Editing, Windows, Teaching, Series 63, Invoicing, Asset Allocation, Human Resources, Public Relations, Wealth Management, Administrative..., Fixed Annuities, Retirement Planning, Public Speaking, Project Management, Data Analysis, Social Media, Event Management, Training, Social Networking, Access, Financial Services, Administrative...

Education
Colorado Technical University   2010 — 2012
Bachelor of Science (BS), Business Adminstration-Human Resources

El Camino College   1994 — 2009
Bachelor of Science (B.S.), Business Administration and Human Resources

Paul Love Paul Love Greater Los Angeles Area Details
Paul Love's Cetera Financial Group Experience August 2011 - February 2013
Job Information Security Executive, Author and Speaker
Industry Computer & Network Security
Experience
EY  March 2015 - August 2015
Ally Financial Inc.  February 2013 - March 2015
Cetera Financial Group   August 2011 - February 2013
Microsoft  August 2010 - August 2011
The Standard  May 2006 - August 2010
Fifth Third Bank  May 2004 - May 2006
Schlumberger  October 2001 - May 2004
Schlumberger  October 2000 - October 2001
Internet Startup (BeOpen.com/GNULinux.com/LinuxDev.net)   February 2000 - October 2000
Schlumberger  June 1999 - February 2000

Skills
Information Security, Information Security..., CISSP, Security, Computer Security, Business Continuity, Network Security, Vulnerability Management, Security Audits, ITIL, ISO 27001, PCI DSS, Vulnerability Assessment, Threat Intelligence, Security Metrics, Process Improvement, Information Technology, Cloud Computing, CISM, Security Operations, Web Application Security, Leadership, Management

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2010
Masters, Business Administration

Capitol College   2002 — 2003
Masters of Science, Network Security

MidAmerica Nazarene University   2001 — 2002
Bachelors of Arts, Information Systems

Palomar College   1997 — 1999
Associate of Arts, Information Systems

Kylee Turner Kylee Turner El Segundo, California Details
Kylee Turner's Cetera Financial Group Experience April 2015 - Present
Job HR Business Analyst at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   April 2015 - Present
Cetera Financial Group   August 2013 - Present
Applied Computer Solutions (ACS)   March 2013 - July 2013
AppleOne  August 2012 - March 2013
Hudavi Wellness Spa   September 2011 - September 2012
Metropolitan State Hospital  January 2012 - May 2012

Skills
Corporate Recruiting, Client Development, Reference Checking, Resume Writing, Client Liaison, Public Speaking, Customer Service, Professional Demeanor, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Psychology, Mental Health, Punctual, Solid Professional..., Temporary Placement, Onboarding, Recruiting, Applicant Tracking..., Sales, Salesforce.com, Human Resources, Leadership, Time Management

Education
California State University-Long Beach   2010 — 2012
Bachelor of Arts (BA), Psychology, 3.797

Pasadena City College   2007 — 2010
General Studies

Bryan Martin, MATL Bryan Martin, MATL Des Moines, Iowa Area Details
Bryan Martin, MATL's Cetera Financial Group Experience February 2013 - July 2013
Job Talent Development Manager at Merit Resources & VP, Education at ATD Central Iowa
Industry Human Resources
Experience
Merit Resources  January 2014 - Present
ATD Central Iowa   January 2012 - Present
Des Moines Area Community College  August 2011 - Present
Merit Resources  July 2013 - January 2014
Cetera Financial Group   February 2013 - July 2013
Aviva USA  May 2011 - February 2013
Nationwide Insurance  June 2006 - May 2011

Skills
Instructional Design, Training & Development, Technical Training, E-Learning, Virtual Training, Training Delivery, Adult Education, Training, Learning Management..., Needs Analysis, Lectora, Organizational..., Insurance, Leadership Development, Coaching, Project Management, Leadership, Team Building, Employee Training, Human Resources, Career Development, Onboarding, Instructor-led Training, Learning Management, Blended Learning, Employee Engagement, Workshop Facilitation, Performance Consulting, Talent Management, ADDIE, Organizational Learning, Change Management, Captivate, Management Development, SnagIt, Curriculum Design, Public Speaking, WebEx, Personal Development, Employee Relations, Program Management, Staff Development, Recruiting, Performance Management, Management

Education
Ashford University   2009 — 2011
Master's Degree, Teaching & Learning

Louisiana State University   2001 — 2005
Bachelors, Psychology in Communications

Abhishek Waichal Abhishek Waichal San Francisco Bay Area Details
Abhishek Waichal's Cetera Financial Group Experience June 2013 - August 2013
Job Developing Software at CallidusCloud
Industry Computer Software
Experience
CallidusCloud  October 2014 - Present
Cetera Financial Group   June 2013 - August 2013

Skills
Java, RESTful WebServices, C, Design Patterns, Unix, JavaScript, Node.js, Expresss js, MySQL, Spring MVC Framework, Ember.js, JIRA, Github, J2EE Web Services, JUnit, Hibernate, Maven, JSP, C++, Ant, PL/SQL, Oracle, PHP, Servlets, HTML, Eclipse, Apache, Visual Studio, OOP, Requirements Analysis, Software Development, SQL, REST, Web Development

Education
State University of New York at Binghamton   2012 — 2014
Masters of Science, Computer Science

University of Pune   2008 — 2012
Bachelor of Engineering, Information Technology

Deidre Link Deidre Link Greater Los Angeles Area Details
Deidre Link's Cetera Financial Group Experience February 2014 - Present
Job Senior Counsel at Cetera Financial Group
Industry Law Practice
Experience
Cetera Financial Group   February 2014 - Present
USA Financial  2010 - January 2014
Warner Norcross & Judd LLP  2007 - 2010
Van Dyke, Gardner, Linn & Burkhart LLP   2006 - 2007
Hofeld & Schaffner   2003 - 2005
Ford Motor Company  2000 - 2002

Education
DePaul University College of Law   2002 — 2005
Juris Doctor

Kettering University   1996 — 2001
Bachelor of Science, cum laude, in Mechanical Engineering

Marissa Fox-Foley Marissa Fox-Foley San Diego, California Details
Marissa Fox-Foley's Cetera Financial Group Experience January 2015 - Present
Job Head of Corporate and Brand Strategy at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   January 2015 - Present
First Allied Securities, a Cetera Financial Group Company   May 2013 - January 2015
LPL Financial  2007 - 2012
Wechsler Ross & Partners  2003 - 2008
Agency.com  2000 - 2001

Skills
Public Speaking, Strategic Planning, Marketing Strategy, Public Relations, Writing, Brand Development, Communications..., Account Management, Advertising, Budgets, Competitive Analysis, Corporate Communications, Creative Direction, Digital Marketing, Digital Media, Email Marketing, Financial Services, Integrated Marketing, Leadership, Marketing, Marketing Communications, Product Management, Project Management, Social Media Marketing, Social Networking, Strategy, Analytics

Education
Harvard University   1989 — 1993
BA, Government

University of Southern California - Marshall School of Business   1998 — 2000
MBA, Marketing

Austin Blom Austin Blom West Des Moines, Iowa Details
Austin Blom's Cetera Financial Group Experience July 2014 - Present
Job Operations Coordinator at Cetera Financial Group
Industry Marketing and Advertising
Experience
Cetera Financial Group   July 2014 - Present
Central College  February 2014 - May 2014
Stamats  February 2014 - May 2014
Central College / City of Pella Chamber of Commerce   January 2014 - May 2014
Service Master Clean  May 2010 - January 2014
Enterprise Rent-A-Car  May 2013 - August 2013
Koopman Roofing   June 2012 - July 2012
Anton Sport  June 2010 - August 2010

Skills
Leadership, Marketing, Teamwork, Customer Satisfaction, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Social Media, Team Leadership, Microsoft Excel, Public Speaking, English, Windows, Project Management

Education
Central College   2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, Marketing

Darrin Bradley Darrin Bradley Neptune, New Jersey Details
Darrin Bradley's Cetera Financial Group Experience June 2009 - July 2014
Job Financial Services Representative at Met Life Premier Client Group of New Jersey
Industry Financial Services
Experience
MetLife  August 2014 - Present
Cetera Financial Group   June 2009 - July 2014
Sovereign Bank  March 2003 - March 2009
Merrill Lynch  August 1999 - November 2002

Skills
Wealth Management, Investment Management, Portfolio Management, Investment Strategies, Investment Advisory, Retirement Planning, Mutual Funds, Life Insurance, Disability Insurance, Series 7, Series 63, Series 24, Series 65, Investments, Securities, Finance, Financial Services, Financial Planning, Risk Management, Asset Allocation, Retirement, Asset Management, Financial Advisory, Insurance

Education
Brown University   1990 — 1994
Bachelor of Arts (BA), Economics

POINT PLEASANT BOROUGH HS   1986 — 1990
HIGH SCHOOL DIPLOMA

Paige Burchstead Paige Burchstead Minneapolis, Minnesota Details
Paige Burchstead's Cetera Financial Group Experience June 2013 - May 2014
Job Digital Marketing Associate at Fishbowl Solutions
Industry Public Relations and Communications
Experience
Fishbowl Solutions  June 2014 - Present
RE/MAX Results - Commercial Division   2014 - Present
Cetera Financial Group   June 2013 - May 2014
Iowa Wild  October 2013 - April 2014
Des Moines Public Library  September 2012 - May 2013
Iowa Health Care Assocation/Iowa Center for Assisted Living   May 2012 - August 2012
Planned Parenthood of the Heartland  September 2011 - December 2011
iowapolitics.com   December 2010 - May 2011

Skills
Microsoft Office, Adobe Creative Suite, Social Media, Wordpress, CSS, WordPress, Newsletters, Email Marketing, Marketing, Event Management, Digital Marketing, Public Relations, PowerPoint, Public Speaking, Social Networking, Social Media Marketing

Education
Drake University   2009 — 2013
Bachelor of Arts (B.A.), Public Relations

Shawnee Mission South   2005 — 2009

Justin Laub Justin Laub Greater San Diego Area Details
Justin Laub's Cetera Financial Group Experience June 2015 - Present
Job Project Manager PMO at Cetera
Industry Information Technology and Services
Experience
Cetera Financial Group   June 2015 - Present
IP4hire   October 2010 - Present
LPL Financial  February 2014 - June 2015
LPL Financial  February 2013 - February 2014
TEKsystems  March 2012 - February 2013
South Bay Welding   January 2004 - March 2010

Skills
Visio, SDLC, CCNA, PMP, SharePoint, Project Management, Microsoft Certified..., Microsoft SQL Server, Scrum, Agile Methodologies, MCITP, Microsoft Certified..., Lync Server 2010, Process Improvement, Windows Server, Microsoft Exchange, MS Project, IT Project..., Microsoft Project, Certified Scrum Master..., VoIP, Innovation, Volunteer Recruiting, Volunteer Management, Scaled Agile Framework

Education
Indiana University Bloomington   1999 — 2003
BS, Information Systems, Business Management

Ian Kelly-Thomas Ian Kelly-Thomas Greater San Diego Area Details
Ian Kelly-Thomas's Cetera Financial Group Experience April 2015 - Present
Job Senior Business Consultant at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   April 2015 - Present

Skills
Financial Services, Risk Management, Vendor Management, Management Consulting, SEC, Investments, Asset Management, Financial Risk, Investment Advisory, Mutual Funds, Series 24, Series 63, FINRA, Finance, Equities, Series 7, Management, Securities, Finra license series 24, FINRA license series 7, FINRA license series 66, Investment advisor..., Mergers

Education
Golden Gate University, School of Law   2002 — 2004
Biotechnology Law, International IP Law, Mergers and Acquisitions

University of California, Berkeley   1998 — 2002
B.A., International Business with an Emphasis in Emerging Markets

Dana Brewer, CFP Dana Brewer, CFP Greater Minneapolis-St. Paul Area Details
Dana Brewer, CFP's Cetera Financial Group Experience 1998 - 2012
Job Financial Planner and Partner at Birchwood Financial Partners
Industry Financial Services
Experience
Birchwood Financial Partners, Inc.   January 2000 - Present
AdvisorNet Financial  1998 - December 2013
Cetera Financial Group   1998 - 2012

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Investments, Mutual Funds, Socially Responsible...

Education
Metropolitan State University   1987 — 1992
BA, Personal Finance

Gustavus Adolphus College   1978 — 1980

Norman Anderson Norman Anderson Phoenix, Arizona Area Details
Norman Anderson's Cetera Financial Group Experience 2014 - 2015
Job Financial Advisor at Anderson Thornton Financial, LLC
Industry Financial Services
Experience
Anderson Thornton Financial, LLC   February 2014 - Present
Cetera Financial Group   2014 - 2015
United Planners' Financial Services of America   July 1998 - January 2014
Norman L. Anderson & Associates   April 1984 - June 2013
Almerica Financial / State Mutual   1989 - 1998
Almerica Financial / State Mutual   1989 - 1998
Almerica Financial   1988 - 1997
AXA Equitable  1976 - 1986
Los Angeles Police Department  April 1974 - November 1976

Skills
Strategic Financial..., Retirement Plan..., Retirement Planning, Investment Strategies, Alternative Investments, Qualified Retirement..., Life Insurance, Annuity Sales

Education
University of California, Los Angeles   1971 — 1975
Bio-Chemistry

Santa Monica College   1971 — 1971
General Studies

Foothill College   1969 — 1970
Biology, General

Leibnitz Gymnasium   1967 — 1968
General Studies, International/Global Studies

Ewood P Cubberly Senior High   1963 — 1968

Keith Hentschel Keith Hentschel Auburn, California Details
Keith Hentschel's Cetera Financial Group Experience January 2011 - Present
Job Financial Coach at SmithMottini Financial Advisors
Industry Education Management
Experience
Smith-Mottini Financial Advisors, Inc.   2000 - Present
Cetera Financial Group   January 2011 - Present
Speaking Skills MC   March 2009 - Present
Vern's Mobile   1973 - 1975

Skills
Public Speaking, Community Outreach, Investments, Event Planning, Financial Education, Marketing, Microsoft Word, PowerPoint, Community Engagement, Planned Giving, Student Financial Aid

Education
California State University-Hayward   1976 — 1980
Bachelor of Science (BS), General Business, emphasis Sales/Marketing, Diploma Acheived

James Logan High School
HS Diploma

Phil Mottini, RFC Phil Mottini, RFC Sacramento, California Area Details
Phil Mottini, RFC's Cetera Financial Group Experience January 2011 - Present
Job Vice President, Financial Coach at SmithMottini Financial Advisors, Inc.
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc.   January 1991 - Present
Cetera Financial Group   January 2011 - Present
BAR Financial, LLC  January 2011 - Present
Financial Network Investment Corporation, Member SIPC  January 2011 - December 2012
Morgan Stanley  February 1993 - January 2000

Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax

Education
Arizona State University   1990 — 1995
BS, RFC, CEA, FOS, Accounting

Daniel Ciavarella, MBA, CIMA®, CAIA® Daniel Ciavarella, MBA, CIMA®, CAIA® Greater Los Angeles Area Details
Daniel Ciavarella, MBA, CIMA®, CAIA®'s Cetera Financial Group Experience November 2014 - Present
Job VP of Wealth Management Marketing
Industry Financial Services
Experience
Cetera Financial Group   November 2014 - Present
1st Global  November 2009 - October 2014
Genworth Financial  July 2005 - October 2009
Genworth Financial  July 2005 - May 2007
Morgan Stanley  May 2001 - July 2005

Skills
401k, Options, Life Insurance, Mutual Funds, Managing Accounts, Investments, Fixed Annuities, Series 63, Series 7, Retirement Planning, Wealth Management, Pensions, Series 24, Asset Allocation, Fixed Income, Long-term Care, Insurance, Profit Sharing, IRAs, Portfolio Management, Strategic Financial..., Securities, Bonds, Financial Planners, Long Term Care Insurance, Hedge Funds, Asset Managment, Bloomberg, Financial Services, Estate Planning, Portfolio Optimization, Investment Advisory, Financial Analysis, Financial Modeling, New Business Development, Business Analysis, Life & Health Insurance..., Wealth Management..., Investment Management, Finance, Retirement, FINRA, Sales Management, Financial Advisory, Risk Management, Strategic Planning, Retirement Plan..., Managerial Finance, Banking, Alternative Investments

Education
University of Pennsylvania - The Wharton School   2010 — 2010
CIMA, Finance and Financial Management Services

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2000 — 2002
MBA, Strategy and Finance

Pitzer College   1997 — 2001
B.A., Economics

Michael Strief Michael Strief Des Moines, Iowa Area Details
Michael Strief's Cetera Financial Group Experience October 2010 - August 2011
Job
Industry Financial Services
Experience
Wellmark BCBS  April 2013 - Present
Wellmark BCBS  June 2011 - April 2013
Cetera Financial Group   October 2010 - August 2011
Principal Financial Group  January 2003 - October 2010

Skills
Leadership, Business Analysis, Requirements Gathering, User Acceptance Testing, Business Requirements, Business Process, Analysis, Business Process..., Data Analysis, Data Modeling, Management, Software Documentation, Strategic Planning, Strategy, Training, Testing

Education
Des Moines Area Community College
AAS, Business Information Systems

Iowa State University
BS, Biology

Chris Ciocca, CIMA®, AIF® Chris Ciocca, CIMA®, AIF® Greater Boston Area Details
Chris Ciocca, CIMA®, AIF®'s Cetera Financial Group Experience 2012 - Present
Job Regional Sales Manager, Cetera Financial
Industry Investment Management
Experience
Cetera Financial Group   2012 - Present
Ameriprise Financial Services, Inc.   2009 - 2012
LPL  2006 - 2009
Columbia Management  2005 - 2005
Salomon Smith Barney  1998 - 2005
State Street  1996 - 1998

Skills
Financial Services, Sales Operations, Series 7, Financial Advisory, Investments, Finance, New Business Development, Sales, Alternative Investments, Securities, Asset Allocation

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2001
MSF, Masters of Science, Finance

University of New Hampshire -- Peter T. Paul College of Business and Economics   1991 — 1995
BS, Business Admin.

Harborfields

Susan Theder Susan Theder Greater Los Angeles Area Details
Susan Theder's Cetera Financial Group Experience July 2010 - Present
Job Chief Marketing Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2010 - Present
Pershing LLC  September 2005 - July 2010
Pershing LLC, Bank of New York Mellon  March 2006 - March 2007
Pershing/Bank of New York   September 2005 - March 2006
Fidelity Registered Investment Advisor Group (FRIAG)   2001 - 2005
Fidelity Investments  1992 - 2005
SupplierMarket   1999 - 2000
SupplierMarket.com/Ariba   1999 - 2000

Education
Bowdoin College   1985 — 1989

Kenneth Weiss Kenneth Weiss Greater Detroit Area Details
Kenneth Weiss's Cetera Financial Group Experience June 2015 - Present
Job Financial Planner Intern at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   June 2015 - Present
Rubber Duck Hosting   December 2014 - Present
Kalamazoo College Admissions   September 2012 - Present
Kalamazoo College Upjohn Library   September 2012 - Present

Education
Kalamazoo College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Kathleen Bilbia Kathleen Bilbia Greater Los Angeles Area Details
Kathleen Bilbia's Cetera Financial Group Experience August 2013 - Present
Job Corporate Paralegal at Cetera Financial Group
Industry Legal Services
Experience
Cetera Financial Group   August 2013 - Present
Thales  June 2013 - August 2013
WILD STORM ENTERPRISES, INC. DBA THE GARDEN PATH LANDSCAPE DESIGN & CONSTRUCTION   May 2007 - August 2013
SCRIPPS HEALTH  October 2012 - December 2012
LINDOW ENGINEERING & MACHINE, INC.   March 1996 - May 2007
PAUL, HASTINGS, JANOFSKY & WALKER   November 1987 - March 1996

Skills
Legal Research, Case Research and..., Multi-tasking Skills, Contract Research, Contract Drafting, Contract Management, Agreements, Corporate Entity..., Client Confidentiality..., Project Management, Policy and Procedure..., Time Management, Client Relations, Problem Solving, Lexis, Microsoft Office, AutoCAD, Licensed C-27 Contractor, Commercial Pilot, Legal Writing, Intellectual Property, Commercial Aviation, Management, Customer Service, Training, Leadership, Analysis, Contract Negotiation, Litigation, Team Leadership, Strategic Planning, Outlook, Licensing, Due Diligence, Project Planning, Process Improvement, Mergers & Acquisitions, Research, Westlaw, LexisNexis, Corporate Governance

Education
University of California, Irvine
A

UNIVERSITY OF SAN DIEGO, San Diego, CA
Paralegal Program Certificate, Business Litigation Specialty, ABA Approved, Honors

UNIVERSITY OF SAN DIEGO, San Diego, CA
Paralegal Program Certificate, General Litigation Specialty, ABA Approved, Honors

CALIFORNIA STATE POLYTECHNIC UNIVERSITY, Pomona, CA
Bachelor of Science (B.S.), Agricultural Business Management; Minor, Animal Science

Fullerton College
Certificates, Ornamental Horticulture and Landscape Design and Management, 4.0

Collin Tjepkes Collin Tjepkes Des Moines, Iowa Area Details
Collin Tjepkes's Cetera Financial Group Experience June 2012 - January 2013
Job Financial Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  May 2015 - Present
Principal Financial Group  May 2013 - Present
Central College  January 2011 - May 2013
Central College  January 2010 - May 2013
Cetera Financial Group   June 2012 - January 2013
The University of Iowa  June 2011 - July 2011

Skills
Actuarial Science, Research, Tutoring, Probability, Physics, Statistics, Mathematica, Mathematical Modeling, Economics, Calculus, PowerPoint, Leadership, Microsoft Word, Critical Thinking

Education
Central College   2009 — 2013
Bachelor of Arts (B.A.), Actuarial Science, Senior

Jefferson-Scranton   2005 — 2009
High School Diploma

Michele Lou Michele Lou Chicago, Illinois Details
Michele Lou's Cetera Financial Group Experience July 2010 - March 2014
Job Internal Sales Consultant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset Management  April 2014 - Present
Cetera Financial Group   July 2010 - March 2014
Benjamin & Birkenstein, P.C.   May 2008 - July 2010
AXA Advisors  August 2006 - May 2009

Skills
Series 7, Series 66, Series 24, Life & Health Insurance..., Securities, Investment Advisory..., Asset Allocation, Finance, Insurance, Investments, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management

Education
Illinois State University   2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology & Business Administration

Gary Burkard Gary Burkard Greater Los Angeles Area Details
Gary Burkard's Cetera Financial Group Experience April 2009 - October 2011
Job Regional Director/OSJ Branch Manager at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Netrworks LLC, Member FINRA/SIPC   2012 - Present
Food Finders   2009 - 2013
i-Hire   January 2012 - November 2012
Cetera Financial Group   April 2009 - October 2011
ING Advisors Network  April 2001 - March 2009
Financial Network Investment Corporation/Aetna   April 1997 - March 2001

Skills
Change Management, Project Management, Customer Satisfaction, Disaster Recovery, Customer Service, Quality Assurance, Mergers, Data Analysis, Equities, MS Project, Operations Management

Education
Jefferson Community College
Computer and Information Sciences, General

Jennifer Kuntz Jennifer Kuntz Des Moines, Iowa Area Details
Jennifer Kuntz's Cetera Financial Group Experience October 2011 - March 2012
Job Environment Administrator Experis Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  April 2014 - December 2014
DSR - State of Iowa; Dept. of Admin. Services   April 2013 - October 2013
Wells Fargo  March 2012 - July 2012
Cetera Financial Group   October 2011 - March 2012
Cetera Financial Group   July 2011 - October 2011
Wells Fargo  February 2010 - July 2011
Aviva plc  October 2009 - February 2010
DuPont Pioneer  May 2007 - March 2009
DuPont Pioneer  October 2006 - May 2007
DuPont Pioneer  March 2005 - September 2006

Skills
Project Management, Agile & Waterfall..., Lean Software..., Agile Methodologies, Peer Reviews, Technology Change..., Process Improvement, BPMN, Business Analysis, SAP R/3, SAP BW, SAP ERP, SAP HR, SAP Portal, HRIS, HRIS Database Management, Compensation & Benefit, Planview, Primavera P6, Visio, Access, Sarbanes-Oxley, MS Project, Quality Assurance, Quality Center, QTP, Resource Management, Project Portfolio..., Leadership, Management, Change Management, Training, Business Requirements, Databases, Scrum, PMO, Business Intelligence, Microsoft Project, SDLC, SharePoint, Vendor Management, Integration, Business Process, Analysis

Education
Des Moines Area Community College   1996 — 1997

Ankeny High School

Blaine Smith Blaine Smith Greater Los Angeles Area Details
Blaine Smith's Cetera Financial Group Experience May 2015 - Present
Job Marketing Professional Specializing in Financial Services
Industry Financial Services
Experience
Cetera Financial Group   May 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management)   December 2010 - December 2014
ONE/x  2009 - 2010
The Designory  2005 - 2009
Investment Marketing Services   2003 - 2005
Los Angeles Police Federal Credit Union  2002 - 2002
Balboa Life and Casualty  2001 - 2001
Transamerica Life  1993 - 2000
Cal Fed Bank  1991 - 1993
Union Bank  1990 - 1991

Skills
Marketing Communications, Advertising, Digital Marketing, Marketing, Series 7, Investments, Asset Management, Fixed Annuities, Marketing Strategy, Brand Development, Strategy, Securities, Creative Direction, Mutual Funds, Management, Financial Services

Education
Georgetown University   1977 — 1981
BS, International Economics, School of Foreign Service

Richard Whitworth, AIF® Richard Whitworth, AIF® San Diego, California Details
Richard Whitworth, AIF®'s Cetera Financial Group Experience March 2015 - Present
Job Managing Director Business Consulting at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   March 2015 - Present
First Allied Securities  March 2013 - March 2015
TD Ameritrade Institutional  June 2010 - March 2013
LPL Financial  September 2009 - June 2010
LPL Financial  June 2006 - September 2007
LPL Financial  June 2004 - June 2006
LPL Financial  March 2003 - June 2004
MARCAP Vendor Finance   August 2002 - March 2003
Morgan Stanley  March 2000 - May 2001
IBES International   June 1999 - March 2000

Education
IE Business School   2007 — 2008
International MBA, International MBA

University of Delaware   1994 — 1998
BS, Finance

The Peddie School   1990 — 1994

Chapin School

Mike Wendell Mike Wendell West Des Moines, Iowa Details
Mike Wendell's Cetera Financial Group Experience 2010 - 2012
Job Human Resources Manager at Voss Distributing
Industry Staffing and Recruiting
Experience
Voss Distributing  February 2014 - Present
AppleOne  July 2012 - February 2014
Cetera Financial Group   2010 - 2012

Skills
Contract Recruitment, Permanent Placement, Staffing Services, Internet Recruiting, Temporary Placement, Executive Search, Recruiting, Screening Resumes, Sourcing, Interviews, Recruitment Advertising, Screening, Human Resources, College Recruiting, Applicant Tracking..., Taleo, Job Fairs, Leadership, Customer Service, Sales

Education
Iowa State University   2007 — 2009
Bachelor's degree, Communication, General

Kirkwood Community College   2005 — 2009
Associate's degree

Carmen Bohlke Carmen Bohlke Greater Minneapolis-St. Paul Area Details
Carmen Bohlke's Cetera Financial Group Experience December 2012 - Present
Job Sales Solution Specialist at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   December 2012 - Present
The 401k Latte Company   April 2012 - September 2012
The 401k Latte Company   March 2011 - April 2012
Michael Traxler Wealth Management, LLC   May 2005 - February 2011
Edward Jones  March 2003 - May 2005

Skills
Series 7, Retirement Planning, Retirement, Asset Management, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Customer Service, Investments, Asset Managment, Wealth Management, Series 63, Series 6, Mutual Funds, Investment Advisory, Financial Planning

Education
Iowa State University - College of Business   1982 — 1985
BBA, Finance

Bob Milligan, AAMS Bob Milligan, AAMS United States Details
Bob Milligan, AAMS's Cetera Financial Group Experience August 2011 - Present
Job Owner at Milligan Financial Services
Industry Financial Services
Experience
Milligan Financial Services   April 2012 - Present
Cetera Financial Group   August 2011 - Present
Plainfield Chamber of Commerce   2011 - 2012
Edward Jones  December 2003 - August 2011
NatCity Securities Corporation   September 1999 - December 2003
National City Bank  January 1990 - August 1999
Farm Credit Services of America  January 1981 - December 1989

Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Financial Advisory, Retirement, Series 7, Securities, Investments, Wealth Management, Insurance, Finance, Financial Services, Asset Allocation, Variable Annuities, Bonds, Investment Advisory, 403 b, Series 63, Small Business, IRAs, Long Term Care Insurance, 401k, Life Insurance, Health Insurance, Stocks, Mortgage Lending, 401k Rollovers, Loans, FINRA, Series 66, Series 24

Education
Purdue University   1978 — 1981
Bachelor of Science (BS), Agricultural Economics

Indiana University Bloomington   1976 — 1978

Clinton High School

Leadership Hendricks County

Leadership Hendricks County

Sonia Vora Sonia Vora Greater Los Angeles Area Details
Sonia Vora's Cetera Financial Group Experience October 2013 - Present
Job Head of Talent at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   October 2013 - Present
Northern Trust  August 2006 - October 2013
Northern Trust  August 2006 - November 2008
Kurt Salmon Associates  2000 - 2003
Kozmo.com  1999 - 2000
Schieffelin & CO   1998 - 2000

Skills
Global Management, Strategic Planning, Developing Talent, Talent Management, Organizational..., Vendor Relations, Employee Engagement, Mentoring, Change Management, Training Delivery, Strategy, Leadership, Performance Management, Management Consulting, Management, Human Resources, Mergers & Acquisitions, Business Development, Training, Team Building, Start-ups, Executive Management, Analysis, Onboarding, Project Management, Interviews, Employee Benefits

Education
Temple University   2003 — 2005
MA, Creative Writing, English Literature

Georgetown University - The McDonough School of Business   1996 — 1998
MBA, International Finance

Albion College
BA, Economics and English

Rebecca A. Roth Rebecca A. Roth Greater Denver Area Details
Rebecca A. Roth's Cetera Financial Group Experience January 2012 - June 2014
Job Operations Coordinator at Cetera Financial Group
Industry Media Production
Experience
Extraction Oil & Gas  September 2014 - Present
Cetera Financial Group   January 2012 - June 2014
Hip Island Films, Inc.   September 2011 - September 2011
University Cable Network; Buena Vista University   February 2011 - May 2011
University Cable Network; Buena Vista University   May 2010 - May 2011
Buena Vista University  May 2010 - May 2011
University Cable Network; Buena Vista University   September 2008 - May 2011
University Cable Network; Buena Vista University   January 2008 - May 2011
Buena Vista University  August 2007 - May 2011
University Cable Network; Buena Vista University   August 2009 - December 2009

Skills
Microsoft Office, Avid Media Composer, Microsoft Word, Video, Video Production, Film, Editing, Music Videos, Social Media, Directing, Photography, Adobe Creative Suite, Commercials, Television, Digital Media, Video Editing

Education
Buena Vista University   2007 — 2011
Bachelor of Arts, Media Studies

Brenda Tracy Brenda Tracy Greater Los Angeles Area Details
Brenda Tracy's Cetera Financial Group Experience July 2013 - Present
Job Executive Assistant at Cetera Financial Group
Industry Accounting
Experience
Cetera Financial Group   July 2013 - Present
Aerotek  March 2009 - July 2013
Tourism Fiji   August 2011 - April 2012
N/A  January 2010 - June 2011
Marymount College  February 2006 - March 2007
KROGER/RALPHS GROCERY   June 2002 - February 2006
DYNA-CAM ENGINE CORP   June 1997 - June 2002
GARRETT AVIATION  January 1997 - May 1997
UNIVERSAL ANALYTICS, INC   July 1992 - January 1997

Skills
Account Reconciliation, Cash Management, Balance, Accounts Payable, Accounts Receivable, Payroll, General Ledger, Accounting, Invoicing, Financial Statements, Cash Flow, Human Resources, Great Plains Software, Data Entry, Internal Audit, Time Management

Education
California State University-Long Beach   2010 — 2011
Certificate of Completion, Accounting and Business/Management

El Camino College   1978 — 1979
Associate of Arts (AA), Accounting and Business/Management, 4.0

LA Trade Tech
Certificate in Travel, Travel

Paul Ivanushka, MBA |CSM Paul Ivanushka, MBA |CSM Greater Los Angeles Area Details
Paul Ivanushka, MBA |CSM's Cetera Financial Group Experience May 2013 - August 2013
Job Currently available for work as Business Analyst.
Industry Information Services
Experience
Currently seeking new opportunities  March 2015 - Present
Fox Network Group   December 2014 - February 2015
DIRECTV  January 2014 - November 2014
Guthy-Renker  September 2013 - November 2013
Cetera Financial Group   May 2013 - August 2013
Sony Pictures Entertainment  September 2012 - March 2013
Entertainment Partners  August 2011 - September 2012
J.D. Power and Associates   February 2010 - August 2011
Deluxe Digital Media  April 2009 - January 2010
Deluxe Laboratories  October 2006 - April 2009

Skills
Web Development, Accounting, SDLC, Process Improvement, Business Analysis, Project Management, Product Management, Analysis, Data Warehousing, Vendor Management, Agile Methodologies, Requirements Analysis, SQL, Software Project..., Software Documentation, Testing, Program Management, Business Intelligence, Unix, Quality Assurance, Software Development, Requirements Gathering, Business Process, HTML, Microsoft SQL Server, Scrum, PMO, Systems Analysis, PMP, Business Requirements, User Acceptance Testing, Information Technology, Visio

Education
UCLA Extension   1996 — 1998
Certification, Applications Programming

Pepperdine University   1980 — 1983
MBA, Business Management

California Polytechnic State University-San Luis Obispo   1973 — 1975
BS, Communications

Brooks Institute of Photography   1970 — 1972
Illustration Photography

San Bernardino Valley Jr. College   1968 — 1970
AA w/ Honors, Sociology / Photography

Larry Roth Larry Roth El Segundo, California Details
Larry Roth's Cetera Financial Group Experience May 2014 - Present
Job CEO at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   May 2014 - Present
Realty Capital Securities  September 2013 - May 2014
AIG Advisor Group  January 2006 - September 2013
Berkshire Capital Corporation   January 2001 - December 2005
ING Advisor Group   June 1991 - December 2000

Skills
Private Equity, Valuation, Corporate Finance, Financial Services, Strategic Financial..., Asset Allocation, Alternative Investments, Investments, Venture Capital, Investment Advisory, Financial Advisory, Series 7, Wealth Management, Due Diligence, Mutual Funds, Asset Managment, Strategic Planning, Portfolio Management, Equities, Asset Management, Securities, Executive Management, Start-ups, Hedge Funds, Investment Strategies

Education
Harvard Business School
OPM-24

University of Detroit Mercy School of Law
JD

Michigan State University
BA, Accounting & FInance

N. Mark Marr N. Mark Marr Greater Philadelphia Area Details
N. Mark Marr's Cetera Financial Group Experience February 2010 - October 2010
Job Chief Financial Officer
Industry Financial Services
Experience
Lincoln Investment Planning  October 2010 - Present
Cetera Financial Group   February 2010 - October 2010
ING Advisors Network  June 2008 - January 2010
ING Advisors Network  May 2002 - May 2008
Financial Network Investment Corporation  October 1997 - April 2002
Aetna Financial Services, Inc   1996 - 1997
Aetna Inc.  1994 - 1996
Aetna Defined Benefit Services   1993 - 1994
AETNA, INC  1989 - 1993
Price Waterhouse  1986 - 1989

Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking

Education
NORTHEASTERN UNIVERSITY   1985 — 1986
M.S, Accounting

Bowdoin College   1975 — 1979
B.A., History

Christopher Shea Christopher Shea Greater Los Angeles Area Details
Christopher Shea's Cetera Financial Group Experience January 2012 - Present
Job Technology Specialist at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   January 2012 - Present
Cetera Financial Group   May 2011 - December 2011
Cetera Financial Group   September 2010 - May 2011
DIRECTV  November 2007 - June 2009
DIRECTV  January 2007 - November 2007
DIRECTV  December 2004 - December 2006
DIRECTV  June 2004 - December 2004
DIRECTV  June 2003 - June 2004

Skills
Series 7, Series 66, Investment Advisory, Financial Services, Public Speaking, Leadership, Team Leadership, Client Relationship..., Business Process, Solution Implementation, Business Analysis, Business Process..., Analysis, Social Networking, Technical Analysis, Customer Service, Budgets, CRM, Microsoft Office, Management, Product Development, Information Technology, Salesforce.com, Process Improvement, Hands-on Training, Employee Training, Training, Trading Systems, Training & Development, Listening Skills, Integration, Third Party Vendor..., Vendor Management, Project Management

Education
Center for Creative Leadership   2008 — 2008

Tulane University - A.B. Freeman School of Business   1998 — 2000
MBA

University of Massachusetts at Amherst - Isenberg School of Management   1990 — 1995
Bachelor's Degree

University of Massachusetts, Amherst   1990 — 1995
BS

Hanover High School   1986 — 1990
High School Diploma

Bidur Shrestha Bidur Shrestha Dallas/Fort Worth Area Details
Bidur Shrestha's Cetera Financial Group Experience February 2011 - July 2011
Job Reports Developer at LifeSynch/Humana
Industry Computer Software
Experience
LifeSynch/Humana  June 2011 - Present
Cetera Financial Group   February 2011 - July 2011
Greenville County Schools  August 2010 - January 2011
Trimark United East  May 2009 - August 2010
Fallon Community Health Plan  September 2008 - March 2009
BCBSNC  November 2007 - March 2008
AG Edwards/Wachovia Securities   December 2006 - August 2007

Skills
Crystal Reports, Visio, Databases

Education
The University of Findlay   2003 — 2005
MBA

Kathmandu University   1998 — 2001
BBA, Management

Jaye Oppedahl Jaye Oppedahl Greater Los Angeles Area Details
Jaye Oppedahl's Cetera Financial Group Experience August 2013 - January 2014
Job Licensed Operations Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  January 2014 - Present
Cetera Financial Group   August 2013 - January 2014
Gaiam  April 2012 - April 2013
Universal Music Group  December 2011 - April 2012
Wedbush Securities  June 2010 - September 2011
T-Mobile  December 2009 - June 2010
UBS  March 2008 - December 2009
Viceroy Hotel Group  September 2004 - September 2008

Skills
Finance, Financial Services, Financial Analysis, Microsoft Excel, Access, Payroll, PowerPoint, Accounting, Microsoft Word, Sales, Analysis, QuickBooks, Auditing, Microsoft Office, Customer Service, Forecasting, Invoicing, Management, Budgets, Time Management, Social Networking

Education
California State University-Northridge   2004 — 2009
Bachelor of Science, Finance

Delta sigma pi

Kristy Haley Kristy Haley Redondo Beach, California Details
Kristy Haley's Cetera Financial Group Experience July 2015 - Present
Job Chief Compliance Officer Advisory at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2015 - Present
Cetera Financial Group   March 2011 - July 2015
INVEST Financial  May 2008 - March 2011
GunnAllen Financial  August 2006 - May 2008
FPC Services, Inc.   November 2000 - August 2006

Skills
Investment Advisory, Series 7, Series 63, Series 24, Series 65, Regulatory Compliance, ERISA, Equities, Retirement Planning, Wealth Management, Asset Management

Education
Eckerd College

University of South Florida

Nishu Emde Nishu Emde Rancho Palos Verdes, California Details
Nishu Emde's Cetera Financial Group Experience July 2014 - Present
Job Program Manager, PMP
Industry Financial Services
Experience
Cetera Financial Group   July 2014 - Present
Red Bull  December 2013 - July 2014
Herbalife  June 2010 - October 2013
Hot Topic  May 2010 - June 2010
Ticketmaster Entertainment  January 2009 - April 2009
Los Angeles Times  October 2005 - November 2008
Tribune  2005 - 2008
Option One  February 2005 - September 2005
Systemlogic, Inc.   April 1994 - November 1999

Skills
Program Management, Process Improvement, Business Analysis, SDLC, Strategy, Project Management, Business Process, Risk Management, Agile Project Management, Project Portfolio..., E-commerce, PMO, Management, Quality Assurance, Oracle Agile PLM, Product Portfolio..., SAP BW, SAP CRM, SAP BI, Trade Promotion..., Integration, CRM, Agile Methodologies, Leadership, Requirements Analysis, Vendor Management, PMP

Education
University of Mumbai
Bachelor of Science (B.S.), Mathematics and Computer Science

Narsee Monjee Institute of Management Studies
Software Applications Management, Software Management

California State University-Dominguez Hills
Six Sigma Total Quality Management, Six Sigma Total Quality Management

PMP, Project Management Institute
PMP certification, Project Management

University of California, Los Angeles
Computer Programming, C++

Erika Hibler Erika Hibler Greater Los Angeles Area Details
Erika Hibler's Cetera Financial Group Experience August 2012 - Present
Job Due Diligence Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   August 2012 - Present
Live Nation Entertainment  January 2012 - April 2012
PDA Consulting Group, Inc.   June 2007 - February 2012
Kathy A. Dockery Chapter 13 Trustee   January 2011 - March 2011

Skills
Finance, Due Diligence, Banking, Access, Financial Analysis, Investments, Insurance, Financial Services, Asset Management, Mutual Funds, Corporate Finance, Strategic Financial..., Financial Modeling, Strategic Planning

Education
Hampton University   2005 — 2009
Bachelors, Finance

Teresa Contreras Teresa Contreras Greater Los Angeles Area Details
Teresa Contreras's Cetera Financial Group Experience October 2012 - December 2014
Job Independent Consultant
Industry Financial Services
Experience
Independent Consultant  May 2015 - Present
Cetera Financial Group   October 2012 - December 2014
Cetera Financial Group   September 2006 - October 2012
ING Advisors Network  April 2003 - September 2006
Cowen and Company  July 1996 - June 2002
State Farm Insurance  June 1985 - May 1995

Skills
Business Analysis, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Visio, Microsoft Word, Outlook, Administrative..., Requirements Analysis, Disaster Recovery, Life Insurance, Management, Databases, Finance

Education
California State University-Long Beach - College of Business Administration   2006 — 2009
Management Information System, Management Information Systems, General

Los Angeles Harbor College   2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Myron Batsa Myron Batsa El Segundo, California Details
Myron Batsa's Cetera Financial Group Experience February 2014 - Present
Job Security Program Manager at Cetera Financial Group & CoFounder at La Frenchie
Industry Information Technology and Services
Experience
La Frenchie   December 2014 - Present
Cetera Financial Group   February 2014 - Present
Myron Batsa Consulting   February 2014 - Present
Cetera Financial Group   July 2013 - February 2014
Silver Screen PR   August 2012 - August 2013
Cetera Financial Group   June 2007 - July 2013
BrownSquare   February 2009 - August 2010
Liars Club   December 2008 - July 2010
Brooks Brothers  October 2006 - May 2009
City of Ames Municipal Electric   April 2006 - December 2006

Skills
Communication, Reasoning, Graphic Design, Research Project..., Account Management, Team Building, Mac, PC, Adobe Creative Suite, Salesforce.com, Docupace, Basecamp, Social Media Marketing, Press Releases, Advertising, Social Media, Project Management, Sales, Marketing, CRM, PowerPoint, Microsoft Office, Marketing Communications, Reasoning Skills, Public Relations, Social Networking, Email Marketing, Facebook, Project Planning, Media Relations, Budgets, Online Advertising, Direct Marketing, Digital Marketing, SEO, Fashion, Publicity, Creative Direction, Integrated Marketing, Marketing Strategy, Event Planning, Brand Development, Direct Mail, Event Management, InDesign, Market Research, Management

Education
Des Moines Area Community College   2007 — 2009
AA, Graphic Design

Iowa State University   2000 — 2006
Bachelors of Arts, Advertising & Marketing Communications

Brad Best Brad Best Greater San Diego Area Details
Brad Best's Cetera Financial Group Experience March 2015 - Present
Job Director of Advisor Education at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   March 2015 - Present
E*TRADE Financial Corporation  May 2014 - February 2015
NFP Advisor Services Group  March 2012 - February 2013
LPL Financial  January 2009 - March 2012
LPL Financial Services  February 2004 - December 2008
Outreach, Inc.   August 2002 - August 2003
Emerald Publications  1998 - 2002

Skills
Mutual Funds, Series 7, Investments, Financial Advisory, Financial Services, FINRA, Wealth Management, Asset Management, Finance, Series 63, Alternative Investments, Investment Advisory, Project Planning, Asset Allocation, Securities, Consulting, Relationship Mgmt

Education
Bethel University
B.A., English Literature

Abby Blanchard Abby Blanchard West Des Moines, Iowa Details
Abby Blanchard's Cetera Financial Group Experience Assistant Manager of PerishablesHy-VeeJanuary 2012 - September 2013
Job Operations Specialist at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   Assistant Manager of PerishablesHy-VeeJanuary 2012 - September 2013

Skills
Sales, Securities, Microsoft Office, Financial Services, Retail, Time Management, Customer Service, Leadership, Team Leadership, Merchandising, PowerPoint

Education
Iowa State University   2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General

Jeremy Love Jeremy Love Orlando, Florida Area Details
Jeremy Love's Cetera Financial Group Experience July 2015 - Present
Job Surveillance Analyst at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2015 - Present
Charles Schwab  March 2014 - July 2015
Charles Schwab  May 2012 - March 2014
Charles Schwab  September 2007 - April 2012

Education
Kentucky State University   1998 — 2002
Bachelor’s Degree, Computer Science

Beilee Tracey Beilee Tracey Greater Los Angeles Area Details
Beilee Tracey's Cetera Financial Group Experience August 2015 - Present
Job Human Resources Business Partner at Cetera Financial Group
Industry Human Resources
Experience
Cetera Financial Group   August 2015 - Present
Wells Fargo Capital Finance  August 2010 - July 2015
Northrop Grumman  July 2007 - August 2010
Northrop Grumman Aerospace Systems  July 2009 - July 2010
Northrop Grumman Aerospace Systems  July 2008 - July 2009
Northrop Grumman Information Systems  August 2007 - July 2008

Skills
Talent Management, Succession Planning, Human Resources, Leadership Development, HR Consulting, Performance Management, Deferred Compensation, College Recruiting, Onboarding, Workforce Planning, Talent Acquisition, Applicant Tracking...

Education
University of Illinois at Urbana-Champaign   2006 — 2007
M.H.R.I.R

Indiana University Bloomington   2001 — 2005
B.A.

Renee (Penington) Forbes Renee (Penington) Forbes Phoenix, Arizona Area Details
Renee (Penington) Forbes's Cetera Financial Group Experience 2009 - 2013
Job I help people and organizations connect with their values and true selves.
Industry Human Resources
Experience
Cetera Financial Group   2009 - 2013
ING  October 2005 - December 2008
FINOVA Capital Corporation  April 1997 - December 2003
ALZA Corporation  1987 - 1994

Skills
Coaching, Succession Planning, Talent Management, Process Improvement, Employee Relations, Deferred Compensation, Change Management, Employee Engagement, Organizational..., Executive Coaching, Leadership Development, Performance Management, Organizational..., Talent Acquisition, HR Consulting, HRIS, Mergers, MBTI, 360 Feedback, Strategic Planning, Human Resources, Personnel Management, Training

Education
California State University-Chico   1980 — 1984
BA, Social Psychology

Argosy University
Masters, Counseling

Brian Neuendorf Brian Neuendorf Clive, Iowa Details
Brian Neuendorf's Cetera Financial Group Experience July 2015 - Present
Job Brokerage Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2015 - Present
Independent trader who thrives at trading Options spreads and Futures   January 2014 - Present
MetLife  September 2013 - December 2013
The Members Group  September 2006 - September 2013
US Federal Credit Union  January 2001 - August 2006
Citicards  September 1998 - December 2000
Nabisco Biscuit Company  July 1994 - July 1998

Skills
Credit Cards, Debit Cards, Credit, Banking, Business Analysis, Electronic Payments, Vendor Management, Process Improvement, Payments, Project Management, Relationship Management, Payment Card Processing, Financial Services, Series 6, Gift Cards, Merchant Acquiring, Variable Annuities, Risk Management, Management

Education
Ashford University

Strayer University

Carlo Irigoyen Carlo Irigoyen El Segundo, California Details
Carlo Irigoyen's Cetera Financial Group Experience 2010 - Present
Job Sr. Graphic Designer at Cetera
Industry Financial Services
Experience
Cetera Financial Group   2010 - Present
EMI Music  2008 - 2009
Sony/ATV  2007 - 2008
Phoenix Creative  2006 - 2007
Red Table Studio, LLC   2003 - 2006

Skills
Adobe Creative Suite, Graphic Design, Logo Design, Creative Direction, Art Direction, Brand Development, Pre-press, Graphics, Adobe Acrobat, Packaging, Typography, Advertising, Corporate Identity, Direct Mail, Video Editing, Premiere, Web Graphics, Flash Animation, Illustration, Designing Marketing..., Trade Show Graphics, Magazine Design, Corporate Branding, InDesign, Brochures, Web Design, QuarkXPress, Marketing Communications, Collateral, Mac, Branding & Identity, Illustrator, Catalogs

Education
Cal State Fullerton   2001 — 2004
Bachelor of Fine Arts (BFA), Graphic Design

Scott Bishop, MBA, CFP® Scott Bishop, MBA, CFP® Greater Atlanta Area Details
Scott Bishop, MBA, CFP®'s Cetera Financial Group Experience March 2009 - February 2013
Job Wealth Management at Signature Financial Group of Raymond James Serving Wealthy Families & Southern Company Employees
Industry Financial Services
Experience
Raymond James  February 2013 - Present
USAF/Air National Guard  2001 - Present
Cetera Financial Group   March 2009 - February 2013
Merrill Lynch  2008 - 2009

Skills
Retirement Planning, Investment Strategies, Strategic Financial..., Risk Management, Estate Planning, Asset Management, Life Insurance, Personal Finance, Portfolio Management

Education
College for Financial Planning   2013 — 2015
Certified Financial Planner™

College for Financial Planning   2013 — 2013
Accredited Asset Management Specialist (AAMS®)

Auburn University, College of Business   2009 — 2012
Master of Business Administration, Finance

Auburn University, College of Business   1997 — 2001
Bachelors of Science in Aviation Management

Troy Matthews Troy Matthews Greater Omaha Area Details
Troy Matthews's Cetera Financial Group Experience April 2012 - May 2013
Job Compliance Specialist
Industry Financial Services
Experience
Financial Services Industry  May 2013 - Present
Cetera Financial Group   April 2012 - May 2013
AXA Advisors  October 2011 - March 2012
Tri State Ford   March 2011 - October 2011

Education
Creighton University School of Law   2014 — 2017
Juris Doctor (J.D.)

Northwest Missouri State University   2010 — 2011
MBA, Business Administration and Management, General

Northwest Missouri State University   2005 — 2009
Bachelor's, Corporate Finance

Christina Sagun Christina Sagun Greater Chicago Area Details
Christina Sagun's Cetera Financial Group Experience August 2013 - January 2014
Job Administrative Assistant at Southwestern Advantage
Industry Financial Services
Experience
Southwestern Advantage  September 2015 - Present
Randstad  February 2014 - Present
Cetera Financial Group   August 2013 - January 2014
The Way International  June 2011 - July 2013
The Way Credit Union   August 2010 - July 2013
DICK'S Sporting Goods  October 2009 - July 2010

Skills
Customer Service, Data Entry, Administrative..., Microsoft Word, Strategic Planning, Motivation, Dependable Team Player, Banking, Lotus Notes, Fax, Sales, Reliable, Teamwork, Leadership, Management, Outlook, Team Building

Education
Evergreen Valley College   2007 — 2009
Associate of Science (A.S.), Paralegal Studies

Charlotte Bell Charlotte Bell Greater Los Angeles Area Details
Charlotte Bell's Cetera Financial Group Experience May 2015 - Present
Job Sr. Programs and Benefits Analyst at Cetera Financial Group
Industry Human Resources
Experience
Cetera Financial Group   May 2015 - Present
SC Fuels  August 2011 - May 2015
ASI  September 2010 - June 2011
City of San Luis Obispo, Community Development Department   June 2009 - September 2009

Skills
Sustainability, Microsoft Office, Land Use Planning, Public Speaking, Photoshop, Urban Design, Microsoft Word, InDesign, Data Analysis, Illustrator, Project Planning, Outlook, Urban Planning, Customer Service, Budgets, Program Management, Policy, Management, Human Resources, Payroll, Time Management, Employee Benefits, Windows

Education
California Polytechnic State University-San Luis Obispo   2007 — 2011
Bachelor of Science (B.S.), City/Urban, Community and Regional Planning

Laguna Beach High School   2003 — 2007

Derek Plummer Derek Plummer Los Angeles, California Details
Derek Plummer's Cetera Financial Group Experience July 2013 - Present
Job EOE Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2013 - Present

Skills
Corporate Finance, Microsoft Excel, PowerPoint, Financial Analysis, International Finance, Accounting, Collaboration, Social Skills, Finance

Education
Humboldt State University   2010 — 2013
B. S, Business Administration (Finance); Financial Management

Diablo Valley College

Raymond F. Conlon, CFP® AIF® Raymond F. Conlon, CFP® AIF® Tempe, Arizona Details
Raymond F. Conlon, CFP® AIF®'s Cetera Financial Group Experience October 2005 - September 2008
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  January 2015 - Present
Merrill Edge  April 2013 - April 2014
Boston University - Metropolitan College  January 2012 - March 2013
Citi  September 2010 - December 2012
LPL Financial  August 2008 - August 2009
Cetera Financial Group   October 2005 - September 2008
Wells Fargo  April 2007 - August 2008
Natixis Global Asset Management  June 1998 - August 2003
AMG Funds  January 1997 - June 1998
First Foundation Inc.  July 1994 - December 1996

Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7

Education
Fairfield University   1972 — 1976
BS, Finance, General, 3.5

Montclair High School, Montclair NJ   1968 — 1972
High School, Pre-College, Straight A's............

Melicia Orantes Melicia Orantes Long Beach, California Details
Melicia Orantes's Cetera Financial Group Experience May 2012 - May 2013
Job at
Industry Financial Services
Experience
MullinTBG  June 2013 - 2015
Cetera Financial Group   May 2012 - May 2013
Wells Fargo  September 2008 - December 2009
Fanzz Sports Apparel   April 2000 - January 2008

Skills
Administrative..., Outlook, Access, Microsoft Excel, Data Entry, Customer Service, FINRA, PowerPoint, Microsoft Word, Microsoft Office, Management, Sales, Recruiting, Budgets, Administrative..., Investments, Insurance, Public Speaking, Research, Event Planning, Leadership

Education
California State University-Long Beach   2007 — 2010
Bachelor of Arts (B.A.), Human Development and Family Studies, General

Long Beach City College
A.A., Liberal Arts and Sciences, General Studies and Humanities

Tim Smith, CLU, ChFC, RHU, RFC, LUTCF Tim Smith, CLU, ChFC, RHU, RFC, LUTCF Sacramento, California Area Details
Tim Smith, CLU, ChFC, RHU, RFC, LUTCF's Cetera Financial Group Experience January 2011 - Present
Job President, Financial Coach at SmithMottini Financial Advisors, Author, Teaching Instructor at American College
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc.   January 1991 - Present
Cetera Financial Group   January 2011 - Present
BAR Financial, LLC  January 2011 - Present
Financial Network Investment Corporation, Member SIPC  January 2011 - December 2012
Principal Financial Group  June 1996 - December 1997
GE Capital  May 1990 - June 1996

Skills
Estate Planning, Series 7, Investments, Retirement, Retirement Planning, 401k, Small Business, Financial Planners, Financial Advisory, Customer Service, Pensions, Portfolio Management, Investment Advisory, Securities, Life Insurance, Mutual Funds, Series 63, IRAs, Fixed Annuities, Insurance, Disability Insurance, Finance, Wealth Accumulation, Financial Services, Asset Management, Asset Allocation

Education
American College of Financial Planning   1991 — 1995
CLU, ChFC, RHU, LUTCF, Financial Services

Fresno State   1989 — 1991
Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)

College of the Sequoias   1987 — 1989
EMT, Emergency Care Attendant (EMT Ambulance)

Brigitte Jaward- Hachem Brigitte Jaward- Hachem Greater Detroit Area Details
Brigitte Jaward- Hachem's Cetera Financial Group Experience February 2013 - April 2014
Job Chief Executive Officer at ACEPS & Premier One Group Inc
Industry Financial Services
Experience
American Center for Educational & Professional Services   January 2015 - Present
Premier One Group   July 2014 - Present
RBS Citizens  April 2014 - July 2014
Cetera Financial Group   February 2013 - April 2014
MetLife  February 2011 - February 2013
Infiniti Financial Corp/ Infiniti One Corp   September 1994 - May 2008

Skills
Banking, Credit, Social Media, Loans, Investments, Portfolio Management, Mortgage Lending, Asset Managment, Strategic Planning, Financial Advisory, Mutual Funds, Risk Management, Asset Management, Finance, Estate Planning, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Leadership, Management, Financial Planning

Education
American Academy of Financial Management
Master Financial Management

Kaplan Business School Pty Limited
Financial securities

Michigan Institute of Real Estate- State of Michigan
Real Estate Broker License

The American College
Financial Planning and Services

Wayne County Community College District
Computer Science/ Information Technology

Nancy Hahn Nancy Hahn West Des Moines, Iowa Details
Nancy Hahn's Cetera Financial Group Experience November 2012 - Present
Job Senior Administrative Assistant at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   November 2012 - Present
Aerotek  August 2012 - November 2012
Henry County Health Center  February 2003 - April 2012

Skills
Event Planning, Excellent verbal and..., Strong leadership and..., Work and communicate..., Marketing and Promotion, Project Management, Project Coordination, Health Coach, Wellness, Strategic Planning, Customer Service, Change Management, Healthcare, Fundraising, Public Speaking, Marketing, Microsoft Word, Team Building, Training, Microsoft Office, Nonprofits, Leadership, Coaching

Education
Iowa State University   1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing

Dave Smitham Dave Smitham Greater New York City Area Details
Dave Smitham's Cetera Financial Group Experience April 2015 - Present
Job Senior Counsel at Cetera Financial Group
Industry Law Practice
Experience
Cetera Financial Group   April 2015 - Present
Bressler, Amery & Ross, P.C.   September 2003 - April 2015
Commerz Bank Securities Tokyo   April 1998 - August 2000

Skills
Securities Litigation, Commercial Litigation, Litigation, Arbitration, Securities Regulation, Legal Writing, Legal Research, Intellectual Property, Civil Litigation, Appeals, Corporate Law, Securities, Corporate Governance, Courts, Mediation, Dispute Resolution, Mergers & Acquisitions, Due Diligence, Trials, Licensing, Alternative Dispute...

Education
Brooklyn Law School   2000 — 2003
J.D., Securities Regulation

Sheffield University   1980 — 1984
B.A., Japanese/History

Natasha Mansfield Natasha Mansfield Greater Los Angeles Area Details
Natasha Mansfield's Cetera Financial Group Experience June 2014 - Present
Job Learning & Development Specialist at Cetera Financial Group
Industry Human Resources
Experience
Cetera Financial Group   June 2014 - Present
Alpine Electronics of America, Inc.   February 2014 - May 2014
DENSO Products and Services Americas, Inc.   2012 - 2013
Corinthian Colleges, Inc.   2009 - 2012
Corinthian Colleges, Inc.   2008 - 2009
Office Depot, Inc.   2007 - 2008
Digital Artist Management  2005 - 2007

Skills
ADDIE, Development & delivery..., Training Delivery, Instructor-led Training, Training Facilitation, Distance Learning, Blended Learning, Mentoring, Coaching, Talent Acquisition, Recruiting, Sourcing, WebEx, SharePoint, PeopleSoft, SuccessFactors, Microsoft Office, Adobe Acrobat, Learning Management..., Applicant Tracking..., Temporary Placement, Onboarding, Payroll, Workshop Facilitation, Staff Development, Training, Instructional Design, Leadership, Leadership Development, Succession Planning, Management, Career Counseling, Interviews

Education
California State University-Long Beach - College of Business Administration   2000 — 2004
B.S. Business Administration

Himanshu Pathak Himanshu Pathak Greater Los Angeles Area Details
Himanshu Pathak's Cetera Financial Group Experience October 2012 - October 2013
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management  October 2013 - Present
Cetera Financial Group   October 2012 - October 2013
Saatchi & Saatchi / Team One   December 2010 - November 2012
Answer Finanicial, An AllState Company   April 2005 - May 2011
Answer Financial, An AllState Company   October 2002 - April 2005
Answer Financial, An AllState Company   February 2000 - October 2002
Cognizant Technology Solutions  January 1998 - February 2000
Force Motors (Bajaj Tempo Ltd)   August 1994 - January 1998

Skills
Analytics, Product Management, Customer Experience, Mobile Applications, Program Management, Agile Project Management, Online Lead Generation, Conversion Optimization, Behavioral Targeting, Online marketing, ecommerce, SEO/ SME, Consumer Experience, Ticketing Software

Education
University of Southern California
MBA

University of Pune
BE, Mechanical Engineering

Fergusson College
Jr College, Science

Christopher Semana Christopher Semana El Segundo, California Details
Christopher Semana's Cetera Financial Group Experience March 2012 - July 2014
Job Information Security Analyst, Cetera Financial Group
Industry Information Technology and Services
Experience
Self -Employed  September 2014 - Present
Cetera Financial Group   March 2012 - July 2014
Cetera Financial Group   March 2012 - July 2013
DCMA Los Angeles   October 2008 - September 2011

Skills
Economics, Econometrics, Statistics, Security, Macroeconomics, Negotiation, Contract Management, Banking, Business Process, Risk Management, Regression Analysis, Microsoft Excel, Access, Financial Analysis, Process Improvement

Education
Defense Acquisition University   2008 — 2011
Purchasing, Procurement/Acquisitions and Contracts Management

California State University-Northridge   2006 — 2008
Bachelor of Arts, Economics

University of California, Santa Cruz   2002 — 2003
Economics

Cathy Cunningham Cathy Cunningham Greater Los Angeles Area Details
Cathy Cunningham's Cetera Financial Group Experience January 2015 - Present
Job Vice President, Human Resources
Industry Financial Services
Experience
Cetera Financial Group   January 2015 - Present
Capital Group  June 1996 - January 2015

Skills
Talent Acquisition, Employee Relations, Talent Management, Onboarding, Succession Planning, Strategic Planning, Personnel Management, Workforce Planning, Human Resources, Performance Management, Applicant Tracking..., Employee Engagement, HRIS, Deferred Compensation, Employee Benefits, College Recruiting, Benefits Administration

Education
Boston College   1992 — 1996
Business Management, Human Resources

Antoinette James Antoinette James Greater Los Angeles Area Details
Antoinette James's Cetera Financial Group Experience February 2010 - June 2013
Job Licensing and Compliance Associate at MullinTBG
Industry Insurance
Experience
MullinTBG  July 2013 - Present
Cetera Financial Group   February 2010 - June 2013
ING Advisors Network  December 2007 - February 2010
Aon / Mercury Insurance   October 2006 - December 2007
AIG VALIC  August 2004 - October 2006
AIG SunAmerica  1999 - 2004

Skills
Leadership, Insurance, Risk Management, Customer Service, Securities, Training, Process Improvement

Education
California State University-Northridge   1990 — 1992

Lisa Gok Lisa Gok Greater Los Angeles Area Details
Lisa Gok's Cetera Financial Group Experience July 2012 - Present
Job Deputy General Counsel at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2012 - Present
Green Dot Corporation  January 2010 - July 2012
Transamerica Financial Advisors  October 2005 - November 2009
US Securities and Exchange Commission  1994 - 2005
Department of Justice  1986 - 1994

Skills
Securities Regulation, FINRA, Litigation, Corporate Governance, Securities

Education
Columbia Law School   1900 — 1900
JD

Princeton University   1900 — 1900

John F. Kennedy High

Ellen Stanley Ellen Stanley Greater Denver Area Details
Ellen Stanley's Cetera Financial Group Experience February 2004 - June 2013
Job SVP, Human Resources
Industry Financial Services
Experience
KeyCorp  2014 - Present
Cetera Financial Group   February 2004 - June 2013
ING US Financial Services, Inc.   March 2004 - May 2010
Snap-on Tools  1997 - 2003
Restaurants Unlimited Inc. (RUI) _Cinnabon   1992 - 1997

Skills
Talent Management, Change Management, Leadership, Strategy, Deferred Compensation, Human Resources, Employee Benefits, Program Management, Temporary Placement, Fundraising, Succession Planning, Finance, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Talent Acquisition, Management, Investments, Employee Relations, Employee Engagement, Performance Management, Organizational Design, Process Improvement

Education
Elmhurst College   1999 — 2001
Bachelor of Science, Business Management

University of Michigan   1997 — 1998
Labor and Industrial Relations/Strategic Planning

Brian Emde Brian Emde Orange County, California Area Details
Brian Emde's Cetera Financial Group Experience January 2011 - May 2015
Job Director at Voya Financial
Industry Financial Services
Experience
Voya Financial  May 2015 - Present
Voya Financial  May 2015 - Present
Cetera Financial Group   January 2011 - May 2015
Cetera Financial Group   2006 - 2010
ING Advisors Network  2000 - 2006

Skills
Series 7, Financial Advisory, Wealth Management, Securities, Series 24, Project Management, Mutual Funds, Investment Advisory, Investments, Series 63, Financial Services, Portfolio Management, Retirement Planning, Asset Allocation, FINRA

Education
California State University-Long Beach - College of Business Administration   1989 — 2003
Bachelors of Science, Finance, Finance

Tara Tibbetts, CMP Tara Tibbetts, CMP Greater Los Angeles Area Details
Tara Tibbetts, CMP's Cetera Financial Group Experience March 2002 - Present
Job Senior Conference Planner at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   March 2002 - Present
ING  March 2002 - February 2010

Skills
Event Management, Event Planning, Strategic Planning, Social Media Marketing, PowerPoint, Public Speaking, Meeting Planning, Microsoft Office, Project Management, Budgets, Customer Service, Public Relations, Fundraising, Management, Microsoft Excel, Hospitality, Microsoft Word, Marketing, Trade Shows, Social Media, Email Marketing, Marketing Communications, Outlook, Leadership, Sales, Marketing Strategy, Contract Negotiation, Conference Coordination

Education
California State University-Sacramento   1995 — 1997
Bachelor of Arts, Communication Studies, Public Relations

Per Berger Per Berger Greater Denver Area Details
Per Berger's Cetera Financial Group Experience April 2007 - June 2014
Job Vice President, Marketing Strategy; Head of Broker Dealer Marketing at Jackson
Industry Financial Services
Experience
Jackson  June 2014 - Present
Cetera Financial Group   April 2007 - June 2014
ING  April 2009 - February 2010
ING Advisors Network  April 2007 - February 2010
US Bank  May 1998 - March 2007
U.S. Bank   1998 - 2007

Skills
Marketing Strategy, Direct Marketing, Product Marketing, Email Marketing, Lead Generation, Thought Leadership, Product Development, Product Management, Event Management, Event Planning, Marketing Communications, Public Relations, Business Analysis, Expense Management, Financial Services, Series 7, Marketing, Series 63, B2B Marketing, Series 24

Education
University of Minnesota - Carlson School of Management   1996 — 1998
MBA

Gustavus Adolphus College   1989 — 1993
BA

Xavier High School   1985 — 1989
HS

Gustavus Adolphus College

Becky Furnival Becky Furnival Greater Los Angeles Area Details
Becky Furnival's Cetera Financial Group Experience June 1998 - Present
Job VP Marketing Communications at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   June 1998 - Present
ING Advisors Network  1998 - 2010

Education
Iowa State University   1980 — 1984

vikki basinger vikki basinger Greater Chicago Area Details
vikki basinger's Cetera Financial Group Experience August 2010 - June 2015
Job independent marketing consultant for financial advisors | principal at bās advisor consulting
Industry Marketing and Advertising
Experience
bās advisor consulting   June 2015 - Present
Cetera Financial Group   August 2010 - June 2015
Trustmark Insurance  June 2009 - August 2010
Lincoln General Insurance Company  October 2008 - June 2009
Motorola Solutions  2007 - 2007

Skills
Marketing Communications, Online Marketing, Email Marketing, Communications Planning, Strategic Communications, Web Analytics, Digital Marketing, CRM, Integrated Marketing, Social Media Marketing, Corporate Communications, Copywriting, Corporate Branding, Content Marketing, Lead Generation, Marketing Strategy, Event Management, B2B Marketing, Management, Marketing, Marketing Management, Direct Marketing, Product Marketing, Social Media

Education
Gonzaga University   2010 — 2012
Master of Arts, Communications, Leadership

Taylor University   2004 — 2008
Bachelor of Arts, Communications, Marketing

Elizabeth Deputy Elizabeth Deputy United States Details
Elizabeth Deputy's Cetera Financial Group Experience 2012 - Present
Job Market Research Project Manager at CNH Industrial
Industry Marketing and Advertising
Experience
CNH Industrial  2014 - Present
Cetera Financial Group   2012 - Present
Control Solutions LLC  2009 - 2012
MasterCard  2007 - 2008
Discover Fin. Svcs.   2005 - 2007
Deputy Consulting   2002 - 2005
Galileo International  1997 - 2001
American Express  1996 - 1997
Chicago Tribune  1988 - 1995

Skills
Market Research, Marketing Communications, Strategic Planning, Analysis, Advertising, Sales Presentations, Sales Collateral, Media Planning, Competitive Intelligence, Consumer Insights, Shopper Insights, Market Intelligence, Marketing Strategy, New Product Development, Marketing Channel..., Strategy, Product Development, Content Marketing, Digital Marketing, Writing, Segmentation, Business Development, Marketing, Analytics, Product Management, Sales Operations, Business Strategy, Management, Product Marketing, Collateral, Shopper Marketing, Sales Management, Competitive Analysis, Customer Insight, Business Planning, Leadership, Cross-functional Team..., Brand Development, Account Management, New Business Development, Strategic Partnerships, Lead Generation, Integrated Marketing, Direct Marketing

Education
DePaul University
MBA, Concentration in Finance

Indiana University
BS, Marketing

Bill Geerhart Bill Geerhart Washington D.C. Metro Area Details
Bill Geerhart's Cetera Financial Group Experience February 2011 - July 2012
Job Producer / Writer at Omni Recording
Industry Writing and Editing
Experience
Omni Recording   May 2012 - Present
Cetera Financial Group   February 2011 - July 2012
Bear Family Records   2007 - February 2011

Education
Emerson College   1983 — 1987
Bachelor of Fine Arts (B.F.A.), Creative Writing

Shayna Finney Shayna Finney El Segundo, California Details
Shayna Finney's Cetera Financial Group Experience July 2012 - Present
Job Marketing Operations Facilitator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   July 2012 - Present
Cetera Financial Group   March 2012 - June 2012
Saatchi & Saatchi LA  April 2011 - July 2011
Ideaology Advertising   March 2004 - October 2008
Strausberg Advertising/Design  April 2002 - March 2004
Howard & Edwards Worldwide   September 2000 - November 2001

Skills
Print Production, Pre-press, QuarkXPress, Photoshop, Trafficking, Project Management, MS Office Suite, Press Checks, Management, Direct Marketing, Advertising, Integrated Marketing, Marketing Communications, Social Media Marketing, Digital Marketing, Brand Development, Marketing, Creative Direction, Typography, Direct Mail, Budgets, Email Marketing, Microsoft Office

Education
California State University-Long Beach   2011 — 2011
Certificate, Human Resources Management

California State University-Long Beach   2000 — 2000
Certificate, Marketing & Promotions

California Lutheran University   1990 — 1994
BA, Communication Arts

Kirk Faulkner Kirk Faulkner Greater Los Angeles Area Details
Kirk Faulkner's Cetera Financial Group Experience January 2012 - Present
Job Associate at Cetera Financial Group
Industry Information Technology and Services
Experience
Cetera Financial Group   January 2012 - Present
Tedras Global Solutions   2007 - February 2011
Neriah Publishing   2004 - 2007
Apex 3 Design   2002 - 2004
The Designory  2000 - 2002
DIRECTV  1998 - 2000

Education
California State University-Los Angeles
Business

Project Management Institute

Kerry Pierce, CFP (R) Kerry Pierce, CFP (R) San Diego, California Details
Kerry Pierce, CFP (R)'s Cetera Financial Group Experience June 2015 - Present
Job VP, Program Director at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   June 2015 - Present
LPL Financial  April 2014 - Present
Fidelity Investments  January 2013 - April 2014
LPL Financial  June 2006 - January 2013
Center for International Securities and Derivatives Markets   2005 - 2006
Bear Stearns, JP Morgan Chase/Hambrecht &Quist   1999 - 2002

Skills
Certified Financial..., MBA, Six Sigma, Series 7, Series 65, Unified Managed Accounts, Rebalancing, ETFs, Separately Managed..., Asset Managment, Fixed Income, Trading Systems, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Portfolio Management, Equities, Securities, Investment Management, Retirement Planning, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory

Education
Villanova University   2012 — 2012
Six Sigma Green Belt, Financial Services

Isenberg School of Management, UMass Amherst   2004 — 2006
MBA, Finance

Boston University   2000 — 2002
Diploma in Financial Planning, Financial Planning

University of Vermont   1993 — 1997
BA, Psychology

The Gunnery   1991 — 1993

Dana Hall   1989 — 1991

Jay Jackson Jay Jackson Boston, Massachusetts Details
Jay Jackson's Cetera Financial Group Experience February 2015 - Present
Job Vice President, Strategic Relationships at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   February 2015 - Present
LPL Financial  June 2002 - February 2015
LPL  August 2006 - February 2007
John Hancock  1998 - 2001

Skills
Series 63, Mutual Funds, FINRA, Investment Advisory, Retirement Planning, Wealth Management, Securities, Alternative Investments, Fixed Annuities, 401k, Retirement, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies

Education
Colgate University   1994 — 1998
Bachelor of Arts (B.A.), German Language and Literature

Colgate University   1994 — 1998

April Broadnex April Broadnex Greater Los Angeles Area Details
April Broadnex's Cetera Financial Group Experience November 2012 - Present
Job Change Management, IT at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   November 2012 - Present
ING Advisors Network / Cetera Financial Group   February 2008 - December 2012
Dominion Enterprises/eProspecting   2007 - 2008
Everbridge  2004 - 2006
Digital Insight  2000 - 2004

Skills
Data Modeling, Requirements Analysis, Business Analysis, Data Warehousing, SQL, ETL, VBA, Financial Markets, Banking, Agile Methodologies, Requirements Gathering, .NET, Salesforce.com, SDLC, PL/SQL, Visio, XML, Software Documentation, Agile Project Management, Vendor Management, Process Improvement, CRM, Project Management, Business Requirements, HTML, SharePoint, Databases, Enterprise Software, Access, Software Project..., Change Management, Oracle, User Acceptance Testing, Data Migration, Systems Analysis, Microsoft SQL Server, Analysis, Integration, Disaster Recovery, Product Management, Cloud Computing, Database Design, SaaS, ITIL, Business Objects, Crystal Reports

Education
California State University-Northridge   1996 — 2000

Nazila Ataei Nazila Ataei United States Details
Nazila Ataei's Cetera Financial Group Experience March 2011 - August 2013
Job Executive Assistant to CEO at The Enthusiast Network 'TEN'
Industry Financial Services
Experience
TEN: The Enthusiast Network  June 2014 - Present
LA Fitness  April 2014 - Present
HITCO Carbon Composites  December 2013 - June 2014
Cetera Financial Group   March 2011 - August 2013
Cetera Financial Group   March 2010 - March 2011
ARAMARK Uniform and Career Apparel  December 2007 - April 2009
DHL Express  July 2002 - December 2007
DHL Global (Headquarter) Brussels   April 2001 - May 2002
Dow Corning (Belgium, Brussels)   May 2000 - April 2001
MasterCard, Brussels / Belgium   November 1998 - February 2000

Skills
Microsoft Excel, Administrative..., Microsoft Office, Data Entry, Customer Service, Ultipro, Event Planning, Microsoft Word, Recruiting, Leadership, Management, Training, Time Management, Marketing, Human Resources, Team Building, Sales

Education
Islamic Azad University   1998 — 2001
Bachelor's degree, English Translation & Literature

Steve Wastek Steve Wastek Naperville, Illinois Details
Steve Wastek's Cetera Financial Group Experience December 2013 - Present
Job Deputy General Counsel at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   December 2013 - Present
Calamos Investments  June 2011 - December 2013
ING  August 2004 - June 2011
Integrity Life Insurance Company/Touchstone Securities   July 2000 - July 2004
CNA Insurance  January 1999 - July 2000

Skills
FINRA, Securities, Financial Services, Securities Regulation, Mutual Funds, ERISA, AML, Litigation Management, Insurance, Due Diligence, Corporate Law, Investments, Hedge Funds, Risk Management, Investment Advisory, Alternative Investments

Education
California Western School of Law   1991 — 1994
Juris Doctorate

University of Arizona   1987 — 1991
Bachelor of Arts

Dan Lazarus Dan Lazarus Greater Atlanta Area Details
Dan Lazarus's Cetera Financial Group Experience November 2004 - Present
Job Vice President, Continuing Education at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   November 2004 - Present
ING  November 1994 - January 2010
Cetera   1994 - 2010

Education
Florida State University   1973 — 1977
MS, Secondary Education

New York University   1973 — 1977
BA, Meteorology

Jolene Magedanz Jolene Magedanz St. Cloud, Minnesota Area Details
Jolene Magedanz's Cetera Financial Group Experience April 2012 - May 2013
Job Sr. Business Systems Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   May 2013 - Present
U.S. Bank   May 2013 - Present
Cetera Financial Group   April 2012 - May 2013
Digi-Key Corporation  July 2011 - April 2012
Cetera Financial Group   February 2011 - June 2011
Be The Match operated by National Marrow Donor Program  September 2010 - February 2011
Wells Fargo Investments  February 2010 - September 2010
Wolters Kluwer Financial Services  February 2008 - February 2010
Wolters Kluwer Financial Services  July 2006 - February 2008
Wolters Kluwer Financial Services  November 2004 - July 2006

Skills
Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Analysis, SharePoint, Software Documentation, Software Development, Visio, Product Management, Web Content Management, Data Mapping, Documentation, SQL, Agile Methodologies, CaliberRM, Agile, Scrum, Agile & Waterfall..., Iterative Methodologies, Documentum, ISAPI, Web Design, Akamai, Oracle SQL, PowerDesigner, Sparx Enterprise..., ClearCase, Adobe SiteCatalyst, Salesforce.com, LivePerson Chat

Education
University of Saint Thomas   2008 — 2013
Master's degree, Software Engineering

Hennepin Technical College   2001 — 2005
AA, Visual Basic Programming

University of Minnesota-Twin Cities   1987 — 1993
BS, Chemistry

Marshall High School
Diploma

Jim Tavares Jim Tavares Greater Los Angeles Area Details
Jim Tavares's Cetera Financial Group Experience February 2010 - Present
Job Sr. Copywriter at Cetera Financial Group
Industry Marketing and Advertising
Experience
Cetera Financial Group   February 2010 - Present
ING Advisors Network  November 2005 - January 2010
The Writer's Block   August 1996 - November 2005

Skills
Creative Direction, Digital Media, Copywriting, Integrated Marketing, Advertising, Mutual Funds, Marketing Communications, Financial Services, Copy Editing, Content Management, Brand Development, Strategic Communications, Email Marketing, Web Content, Digital Marketing, Content Development, Social Media, Direct Marketing

Education
Cornell University   1989 — 1992
BA, Psychology

Regis High School   1984 — 1988

Marlene Flores Marlene Flores Greater Los Angeles Area Details
Marlene Flores's Cetera Financial Group Experience March 2010 - Present
Job Accountant at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   March 2010 - Present
Marsh  September 2005 - August 2009

Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting

Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Accounting

Pepperdine University, The George L. Graziadio School of Business and Management
MBA

Christopher Eric Jones Christopher Eric Jones Greater Los Angeles Area Details
Christopher Eric Jones's Cetera Financial Group Experience March 2010 - Present
Job FullService Corporate Counsel
Industry Financial Services
Experience
Cetera Financial Group   March 2010 - Present
STAR Education  June 2006 - November 2009
GEM Mortgage, Inc.   January 2004 - June 2006
Neighborhood Productions, LLC   January 2003 - January 2004
Disney ABC Television Group  January 2001 - November 2002
MGM  April 1998 - December 2000
Cox, Castle & Nicholson   March 1997 - April 1998
Robinson, Diamant & Wolkowitz   September 1994 - March 1997

Skills
Contract Negotiation, Real Estate, Restructuring, Licensing, Intellectual Property, Legal Affairs, Corporate Law, Microsoft Excel, Legal Writing, Due Diligence, Legal Research, Corporate Finance, Litigation Management, Bankruptcy

Education
University of California, Los Angeles - School of Law   1991 — 1994
Juris Doctor, Law

Georgetown University - The McDonough School of Business   1987 — 1991
B.S.B.A., Finance, International Management

Judith Cummings Judith Cummings Minneapolis, Minnesota Details
Judith Cummings's Cetera Financial Group Experience February 2010 - September 2011
Job Human Resources Compliance Counsel at Midcontinent Communications
Industry Telecommunications
Experience
Midcontinent Communications  February 2014 - Present
Midcontinent Communications  August 2011 - January 2014
Cetera Financial Group   February 2010 - September 2011
Minnesota State Community and Technical College  September 2003 - May 2011
The Growth Company   July 2008 - May 2009
ING  April 2005 - July 2008
The Village Business Institute   October 2001 - March 2005
Schwans  November 2000 - September 2001
Right Management  November 1998 - November 2000
First Data Corporation  1990 - 1994

Skills
Performance Management, Leadership Development, Strategic Planning, Personnel Management, Policy, Coaching, Human Resources, Labor Relations, Executive Coaching, Training, Employee Relations, Process Improvement, Onboarding, Employee Benefits, Talent Management, Employee Engagement, Organizational..., Leadership, Change Management, Succession Planning, Recruiting, HR Consulting, Call Centers, Staff Development

Education
University of Minnesota Law School   1974 — 1977
J.D., Law

Concordia College
B.A., Political Science/History

Juan J. Partida Juan J. Partida Greater Los Angeles Area Details
Juan J. Partida's Cetera Financial Group Experience January 2000 - Present
Job Senior Advertising Review Analyst. at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   January 2000 - Present
Cetera Financial Group   January 2000 - Present

Education
California State University-Long Beach   1986 — 1989
BA, Business Administration Marketing

karthikeyan arunachalam karthikeyan arunachalam Greater Minneapolis-St. Paul Area Details
karthikeyan arunachalam's Cetera Financial Group Experience May 2012 - August 2013
Job Senior Developer at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group  August 2013 - Present
Cetera Financial Group   May 2012 - August 2013
Dept of Labor,Augusta,Maine   March 2011 - May 2012
Kansas dept of labor   June 2010 - March 2011
The Schwan Food Company,Marshall,MN   December 2009 - June 2010
Department of public welfare,Harrisburg,PA   June 2008 - October 2009
abbott labs,illinois   January 2008 - June 2008
Cognizant technology solutions  July 2006 - December 2007
rising solutions   November 2005 - June 2006
Arman infotech pvt ltd,bangalore   May 2003 - October 2005

Skills
C# 4.0, .NET, C#, WCF, Web Services, ASP.NET, VB.NET, T-SQL, Databases, Microsoft SQL Server, SSIS

Education
Bharathidasan University   1999 — 2003
BE, EEE

Shani Toy Shani Toy Greater Los Angeles Area Details
Shani Toy's Cetera Financial Group Experience January 2010 - July 2010
Job Director Finance & Business Operations at PRODEGE, LLC
Industry Internet
Experience
PRODEGE, LLC  August 2013 - Present
Prodege   August 2013 - January 2014
Shopzilla, Inc.   March 2011 - August 2013
TouchCommerce  July 2010 - February 2011
Cetera Financial Group   January 2010 - July 2010
WellPoint  June 2009 - December 2009
Intuit  July 2007 - July 2009
Countrywide  September 2004 - July 2007

Skills
Excel, Access, Financial Modeling, Essbase, PeopleSoft, Business Objects, Great Plains Software, Oracle, FRx, Research, Monarch Pro, Forecasting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Hyperion Enterprise, Process Improvement, Budgets, Strategic Financial..., Analytics, Variance Analysis, Mergers, Managerial Finance, Strategy, Management, Finance, Analysis, Business Planning, E-commerce, Business Strategy, Cash Flow, Hyperion, Start-ups, Mergers & Acquisitions

Education
California State University-Northridge   1997 — 2002
Bachelor of Science, Business Administration and Economics; Finance

Paresh Valand Paresh Valand Orange County, California Area Details
Paresh Valand's Cetera Financial Group Experience October 2010 - December 2014
Job Sr. Business Systems Analyst at Capital Group.
Industry Information Technology and Services
Experience
Capital Group  January 2015 - Present
Cetera Financial Group   October 2010 - December 2014
One Source Consulting (Cetera Financial Group)   February 2010 - October 2010
VPI Pet Insurance  April 2002 - December 2009

Skills
Quality Assurance, SDLC, Requirements Analysis, Business Analysis, Project Management, Analytics, Oracle, Analysis, Enterprise Architecture, Testing, Strategic Planning, Project Planning, MS Project, Leadership, Requirements Gathering, Strategy, Microsoft SQL Server

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1996 — 2001
BA, Business Administration, Concentration: Management Information Systems

Amanda Yue Amanda Yue Washington D.C. Metro Area Details
Amanda Yue's Cetera Financial Group Experience February 2010 - March 2011
Job MBA Georgetown Candidate | International Supply Chain and Operations Management
Industry Nonprofit Organization Management
Experience
Groupe Nduom   June 2015 - August 2015
Save the Children US  April 2015 - June 2015
General Board of Global Ministries  August 2013 - July 2014
Peace Corps  April 2011 - May 2013
Cetera Financial Group   February 2010 - March 2011
ING  July 2008 - February 2010

Skills
International..., Capacity Building, Community Development, Non-profits, International Relations, Community Outreach, Fundraising, NGOs, Grant Writing, Event Planning, Program Development, Volunteer Management, Grants, Youth Development

Education
Georgetown University - The McDonough School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Operations and Supply Chain Management

Carnegie Mellon University - Tepper School of Business   2004 — 2008
Bachelor of Science (B.S.), Business Administration/Finance

Emily Printz Emily Printz Plainfield, New Jersey Details
Emily Printz's Cetera Financial Group Experience August 2012 - September 2013
Job Office Administrator at Man Group
Industry Financial Services
Experience
Man Group  August 2014 - Present
Pine Grove Asset Management LLC   September 2013 - August 2014
Cetera Financial Group   August 2012 - September 2013
International House New York  March 2012 - July 2012
British Campus   March 2011 - December 2011
John Cabot University  June 2010 - December 2010

Skills
Italian, English, PowerPoint, Word, Teaching, Publisher, Excel, SPSS, Smartworks, NetX360, Actimize, International Relations, Microsoft Excel, Public Speaking, Microsoft Publisher, Microsoft Word, Analysis, Higher Education, Training, Research, Social Networking, Editing, Event Management, Teamwork, French, Public Relations, Microsoft Office, Marketing, Management, Time Management, Event Planning, Social Media

Education
John Cabot University   2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business

Alaska Pacific University   2008 — 2008

Elizabeth Ireland Elizabeth Ireland Greater Los Angeles Area Details
Elizabeth Ireland's Cetera Financial Group Experience September 2013 - October 2013
Job Accounting Major Searching For Opportunities
Industry Accounting
Experience
Interdent  August 2015 - August 2015
International Textile & Apparel   May 2015 - June 2015
The Children's Partnership  February 2015 - May 2015
Maxim Escrow/Wedgewood Investments   August 2014 - September 2014
Topa Insurance Company  April 2014 - May 2014
Centaur Delivery   November 2013 - December 2013
Cetera Financial Group   September 2013 - October 2013
Intuit  April 2013 - May 2013
Melvin Shimizu, CPA   March 2013 - March 2013
Mercury Air Cargo  November 2012 - January 2013

Skills
QuickBooks, Accounts Receivable, Budgets, Accounting, Accounts Payable, Data Entry, Sales, Training, Tax, Finance, Invoicing, Microsoft Excel, Reimbursement, Billing, Human Resources, Underwriting, Wire Transfers

Education
Hiram College   2008 — 2012
Bachelors, Accounting

Lou Sharp Lou Sharp El Segundo, California Details
Lou Sharp's Cetera Financial Group Experience Networ\Systems Administrator\EngineerSiemens IT Solutions and ServicesApril 2001 - March 2012
Job Infrastructure\Storage management at Cetera Financial Group
Industry Information Technology and Services
Experience
Cetera Financial Group   Networ\Systems Administrator\EngineerSiemens IT Solutions and ServicesApril 2001 - March 2012
EDS\Siemens\Volt, Avery Dennison   October 1995 - April 2001

Skills
Active Directory, DNS, Data Center, VMware, Servers, Security, DHCP, Network Administration, Switches, System Administration, Cisco Technologies, Routers, Technical Support, Networking

Education
Fullerton College
AA, Business Data Processing

Fullerton College
Business Data Processing

Pasadena City College

Tonia Barron Tonia Barron El Segundo, California Details
Tonia Barron's Cetera Financial Group Experience July 2013 - Present
Job Sr. Administrative Assistant at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  February 2014 - Present
Cetera Financial Group   July 2013 - Present
Contessa Premium Foods  February 2006 - April 2012
Image Solutions  2012 - 2012
2006, Career Solutions   October 2005 - January 2006
2005, First Consulting Group   April 2003 - January 2005
Pacific Electricord   June 1999 - May 2002
Bestec Electronics   1994 - 1997

Skills
Adobe Acrobat, Problem Solving, Inventory Management, Microsoft Excel, Administrative..., Customer Service..., Customer Support, Customer-focused Service, Grocery, Retail, Food, Sales Management, Food Service, Leadership, Budgets, Purchasing, Customer Service, Forecasting, Pricing, Sales Operations, Human Resources, Time Management, Employee Relations, Outlook, Administrative...

Education
California State University-Dominguez Hills

San Pedro High School

suneetha rudraraju suneetha rudraraju Sacramento, California Area Details
suneetha rudraraju's Cetera Financial Group Experience October 2011 - December 2011
Job QA Test Analyst III/ Lead at DCSS
Industry Information Technology and Services
Experience
Department of Child Support Services  January 2012 - Present
Cetera Financial Group   October 2011 - December 2011
Deloitte (AOC, CCMS Application)   June 2009 - October 2011
Washington Mutual  January 2007 - June 2009
USAA  May 2006 - December 2006
American Hospital Association (AHA)   January 2006 - April 2006

Education
Andhra University
Bachelor of Engineering, ECE

Jeff Fassnacht Jeff Fassnacht Greater Chicago Area Details
Jeff Fassnacht's Cetera Financial Group Experience September 2010 - February 2013
Job Sr. Financial Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless  February 2013 - Present
Cetera Financial Group   September 2010 - February 2013
Midwest Bank & Trust Co   July 2006 - September 2010
Delta Financial Services   January 2005 - July 2006
West Suburban Bank  December 2003 - December 2004
Financial Partners of Illinois   January 2003 - December 2003

Skills
Finance, Microsoft Excel, Financial Reporting, Financial Services, Credit, Accounting, Customer Service, PowerPoint, Cash Management, Outlook, Access, Microsoft Word, Banking, Microsoft Office

Education
Elmhurst College   2014 — 2015
Master of Business Administration (M.B.A.), Finance, General, 4.0

Elmhurst College   2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5

Faith Jenkins Faith Jenkins Greater Los Angeles Area Details
Faith Jenkins's Cetera Financial Group Experience March 2001 - March 2012
Job Compliance Analyst at PlanMember Securities Corporation
Industry Financial Services
Experience
PlanMember Securities Corporation   June 2013 - Present
Emerald Connect, Inc.   April 2012 - February 2013
Cetera Financial Group   March 2001 - March 2012

Skills
Risk Management, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Investments, Business Analysis, Microsoft Word, Project Management, PowerPoint, Business Strategy, Financial Modeling, Change Management, Portfolio Management, Coaching, Public Speaking

Education
Cazenovia College
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies

Pace University-New York
BBA, Business, Management, Marketing, and Related Support Services

Napoleon Matucan, ChFC® Napoleon Matucan, ChFC® Greater Denver Area Details
Napoleon Matucan, ChFC®'s Cetera Financial Group Experience April 2013 - May 2014
Job Senior Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  May 2014 - Present
Cetera Financial Group   April 2013 - May 2014
Comcast Business  September 2012 - April 2013
TIAA-CREF  2011 - 2012
TIAA-CREF  February 2008 - December 2011
TIAA-CREF  March 2006 - February 2008
Charles Schwab  1990 - 2005

Skills
FINRA Series 4, FINRA Series 7, FINRA Series 8, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 65, Colorado Life,...

Education
Florida State University   1984 — 1988
B.S., Economics

Stephanie Warywoda Stephanie Warywoda Des Moines, Iowa Area Details
Stephanie Warywoda's Cetera Financial Group Experience February 2010 - August 2011
Job Compliance Advisor
Industry Financial Services
Experience
Principal Financial Group  April 2015 - Present
ING  April 2012 - Present
Voya Financial  August 2013 - April 2015
Cetera Financial Group   February 2010 - August 2011
ING Advisors Network  July 2007 - February 2010
DeWaay Financial Network  July 2006 - July 2007
Transamerica Financial Advisors, Inc.   January 2005 - July 2006
Principal Financial Group  February 2003 - December 2004
Principal Financial Group  June 2000 - February 2003
Principal Financial Group  March 1999 - June 2000

Skills
Supervisory Skills, Series 24, Series 7, Securities, Series 63, Mutual Funds, Risk Management, FINRA, Uniform Combined State..., Financial Services, 401k, Investments

Education
Cornell College   1990 — 1994
Bachelor of Arts (B.A.), International Business

Krystle Dunwell Krystle Dunwell Greater Los Angeles Area Details
Krystle Dunwell's Cetera Financial Group Experience 2012 - 2013
Job
Industry Financial Services
Experience
Self Employed  2012 - 2014
Cetera Financial Group   2012 - 2013
24 Hour Fitness  November 2010 - September 2011
Cataldo Ambulance Service Inc.  January 2007 - October 2010
Eastern Bank  September 2003 - September 2006

Skills
Excel, Accounting, Analysis, PowerPoint, Word, Microsoft Office, Strategic Planning, Outlook, Access, Process Improvement, Budgeting, Financial Analysis, Compliance, Problem Solving, Financial Reporting, English, Documentation, Coaching, Mentoring, Process Engineering, Team Building, Windows, Change Management, Statistics, Writing, Performance Management, Financial Management, Team Leadership, Cash Flow, Time Management, Business Planning, Business Strategy, Customer Service, Budgets, Banking

Education
Harvard College   1997 — 2002

Phillips Academy   1993 — 1997

Pepperdine University, The George L. Graziadio School of Business and Management

Dan Lazarus Dan Lazarus Greater Atlanta Area Details
Dan Lazarus's Cetera Financial Group Experience February 2000 - January 2013
Job Most Recently: Head of Continuing Education at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   February 2000 - January 2013
ING  1994 - 2010
Confederation Life Insurance Company  1989 - 1994
Investment Traning Institute   1979 - 1989
Various Boards of Education   January 1977 - June 1979

Skills
Risk Management, Series 7, Investments, Teaching, Training, Mutual Funds, Series 63, Financial Services, Securities, Wealth Management

Education
Florida State University   1973 — 1977
MS, Education

New York University
BA, Meteorology

New Milford (NJ) HS

Andrew Rzotkiewicz Andrew Rzotkiewicz Schaumburg, Illinois Details
Andrew Rzotkiewicz's Cetera Financial Group Experience December 2012 - Present
Job Trading Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group   December 2012 - Present
Cetera Financial Specialists LLC  August 2008 - December 2012
Citigroup Global Market Inc   December 1993 - January 2008

Skills
Series 7, Mutual Funds, Wealth Management, Investments, Financial Services, Financial Planning

Education
DePaul University   1998 — 2001
Bachelor of Science in Commerce, Finance and Accounting

Nicoline Smed Nicoline Smed Denver, Colorado Details
Nicoline Smed's Cetera Financial Group Experience June 2012 - June 2013
Job Resource Center Specialist at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC  August 2013 - Present
Cetera Financial Group   June 2012 - June 2013
Farm Bureau Financial Services  October 2011 - June 2012
Farm Bureau  October 2011 - June 2012
Bankers Life and Casualty  July 2011 - October 2011
Central College  April 2009 - August 2011
Impro   2006 - 2011
Allianz, Central College   March 2010 - June 2010
Impro   March 2010 - June 2010
Allianz, Central College   March 2010 - June 2010

Skills
Annuities, Health, Long Term Care, Medicare Supplements, Insurance, Microsoft Office, General Insurance, Liability, Commercial Insurance, Umbrella, Medicare, Property & Casualty..., Boat, Life Insurance, Long-term Care

Education
Central College   2007 — 2011
Bachelors of Liberal Arts, Mathematics

Central College   2007 — 2011
Bachelor of Arts, Mathematics

Central College   2007 — 2011
Bachelor of Arts, Mathematics

Dennis Watkins Dennis Watkins Orange County, California Area Details
Dennis Watkins's Cetera Financial Group Experience 1995 - 2013
Job Securities Advertising Consultant
Industry Financial Services
Experience
Cetera Financial Group   1995 - 2013

Skills
Mutual Funds, Securities, Series 7, Investments, Investment Advisory

Education
California State University-Los Angeles
Bachelor of Science (BS), Business Finance

Kevin Asato Kevin Asato Orange County, California Area Details
Kevin Asato's Cetera Financial Group Experience October 2007 - January 2010
Job Business Initiatives Specialist at CHOICE Administrators
Industry Insurance
Experience
The Word & Brown Companies - CHOICE Administrators   March 2013 - Present
MetLife  July 2011 - March 2013
Cetera Advisor Networks (formerly known as Financial Network Investment Corporation)   February 2010 - July 2011
Cetera Financial Group   October 2007 - January 2010
Cetera Financial Group (formerly known as ING Advisors Network)   January 2006 - October 2007

Skills
Project Management, Compliance, Health Insurance, Requirements Gathering, Visio, Data Analysis, Insurance, SOP development, Workflow Diagrams, Business Process Mapping, Gap Analysis, HIPAA, Regulatory Guidelines, Affordable Care Act, Health Care Reform, Regulatory Requirements

Education
UC Irvine, Extension   2013 — 2014
Clinical Trials: Medical Device and Drug Development Certificate Program, Life Sciences

California State University-Fullerton
Bachelor of Arts, Business - Concentration in Finance

Alvin Martinez Alvin Martinez San Francisco Bay Area Details
Alvin Martinez's Cetera Financial Group Experience August 2012 - November 2013
Job Account Associate at Loring Ward
Industry Investment Management
Experience
Loring Ward  December 2013 - Present
Cetera Financial Group   August 2012 - November 2013
Pacific Coast Building Products  September 2010 - August 2011
Chevron  May 2008 - May 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Data Analysis, Communication, Refinery, Risk Management, Finance, Computers, Reports, Insurance, Leadership, Highly Dedicated, Team Management, Fast Learner, Exceptional Listener, Motivated self-starter, PowerPoint

Education
California State University-Sacramento   2010 — 2012
BS, Finance

Jonea Glaspie Jonea Glaspie Greater Los Angeles Area Details
Jonea Glaspie's Cetera Financial Group Experience June 2013 - July 2015
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  August 2015 - Present
Cetera Financial Group   June 2013 - July 2015
National Planning Corporation (NPC)   October 2009 - May 2013
Morgan Stanley Smith Barney  January 2006 - February 2007
Wells Fargo  February 2003 - December 2006

Skills
FINRA SERIES 7, FINRA SERIES 63, FINRA SERIES 24, FINRA SERIES 66, FINRA SERIES 53, FINRA SERIES 4, Financial Services, FINRA, Mutual Funds, Series 7, Insurance, Series 63, Investments, Analysis, Series 24, Strategic Financial..., Financial Advisory, Retirement, Bonds, Asset Allocation, Finance, Securities, Fixed Income, Equities, Alternative Investments, Financial Planning, Management, Wealth Management, Trading, Hedge Funds, Uniform Combined State..., Fixed Annuities, Retirement Planning

Education
California State University-Sacramento
Bachelor's degree, Communications/ Public Relations

Gregory Downey Gregory Downey Charlotte, North Carolina Details
Gregory Downey's Cetera Financial Group Experience September 2011 - September 2014
Job Research & Resolution Rep IV at MetLife
Industry Financial Services
Experience
MetLife  March 2015 - Present
Cetera Financial Group   September 2011 - September 2014

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Outlook, Microsoft Word, Project Management, Process Improvement, Access, Securities, Financial Services, Investments, Finance, Mutual Funds, Salesforce.com

Education
Creighton University   2006 — 2011
Bachelor of Business Administration (B.B.A.), International Business

Humboldt-Universität zu Berlin

Sayed Hashimi Sayed Hashimi Porter Ranch, California Details
Sayed Hashimi's Cetera Financial Group Experience January 2012 - February 2013
Job Business Analyst at Princess Cruises
Industry Financial Services
Experience
Princess Cruises  September 2014 - Present
Bank of America  February 2013 - September 2014
Cetera Financial Group   January 2012 - February 2013
Blue Shield of California  August 2010 - December 2011
JPMorgan Chase  May 2009 - July 2010

Skills
Test Cases, Databases, SharePoint, Requirements Gathering, Requirements Analysis, Business Requirements, User Acceptance Testing, Management, Business Process, Test Planning, Business Analysis, Business Process..., Microsoft Office, Process Improvement, Project Management, SDLC, SQL, Software Documentation, Software Project..., Vendor Management, Visio

Education
CSUN
Bachelor of Science (B.S.), Business Administration and Management, General

UCI
Business Analyst Certification

Lance Presley Lance Presley Urbandale, Iowa Details
Lance Presley's Cetera Financial Group Experience February 2012 - October 2012
Job Operations Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  July 2014 - Present
ING Financial Partners  October 2012 - July 2014
Cetera Financial Group   February 2012 - October 2012
ING Financial Partners  August 2008 - February 2012
ING Financial Partners  January 2007 - August 2008
ING Financial Partners  May 2005 - January 2007
Principal Financial Group  March 2002 - May 2005
Principal Financial Group  January 1999 - March 2002

Skills
Broker-Dealer, Trading, Financial Services, Management, FINRA Series 7, FINRA Series 24, FINRA Series 66, FINRA Series 53, FINRA Series 4, Life, Health and Annuity, Mutual Funds, Risk Management, Equities, Leadership

Education
Graceland University   1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations

AIB College of Business   1998 — 2000
Associate of Arts (AA), Business Management

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