Cetera Financial Group
Industry: Financial services company
DescriptionCetera 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
Erin Krohn Erin Krohn's Cetera Financial Group Experience March 2011 - April 2015
Job Producer Assistant
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Cetera Financial Group March 2011 - April 2015
Education
University of Iowa 2005 — 2009
Liberal Arts & Sciences, Mass Communication/Media Studies, Bachelor's Degree
Principal Financial Group April 2015 - Present
Cetera Financial Group March 2011 - April 2015
Education
University of Iowa 2005 — 2009
Liberal Arts & Sciences, Mass Communication/Media Studies, Bachelor's Degree
Nathen Machovec Nathen Machovec's Cetera Financial Group Experience June 2010 - March 2011
Job John Deere Financial
Industry Financial Services
Experience
John Deere Financial November 2014 - Present
John Deere Financial June 2012 - November 2014
John Deere Financial April 2011 - June 2012
Cetera Financial Group June 2010 - March 2011
Northwestern Mutual January 2009 - May 2010
Skills
Analysis, Customer Service, Finance, Leadership
Education
University of Northern Iowa 2006 — 2010
BA, Marketing: Sales
John Deere Financial November 2014 - Present
John Deere Financial June 2012 - November 2014
John Deere Financial April 2011 - June 2012
Cetera Financial Group June 2010 - March 2011
Northwestern Mutual January 2009 - May 2010
Skills
Analysis, Customer Service, Finance, Leadership
Education
University of Northern Iowa 2006 — 2010
BA, Marketing: Sales
Mike Osterthun Mike Osterthun's Cetera Financial Group Experience April 2015 - Present
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group April 2015 - Present
Texas Republic Capital Corporation January 2014 - Present
Denver Country Club May 2012 - December 2013
Indian Ridge Country Club October 2012 - April 2013
Denver Country Club May 2011 - August 2012
Stowe Country Club May 2010 - August 2010
Dismal River Club May 2009 - August 2009
Skills
Golf Management, Golf Course Management, Tournaments
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (B.S.), PGA Golf Management
Cetera Financial Group April 2015 - Present
Texas Republic Capital Corporation January 2014 - Present
Denver Country Club May 2012 - December 2013
Indian Ridge Country Club October 2012 - April 2013
Denver Country Club May 2011 - August 2012
Stowe Country Club May 2010 - August 2010
Dismal River Club May 2009 - August 2009
Skills
Golf Management, Golf Course Management, Tournaments
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (B.S.), PGA Golf Management
Barb Kesterson Barb Kesterson's Cetera Financial Group Experience April 2014 - Present
Job Vice President Operations Service Quality
Industry Financial Services
Experience
Cetera Financial Group April 2014 - Present
Consulting Solutions, LLC May 2013 - March 2014
ING U.S. May 2012 - December 2012
ING Financial Partners January 2009 - May 2012
ING Advisors Network October 2005 - January 2009
Skills
Series 4,7,24,27, Financial Analysis, Risk Management, Mergers, Cross-functional Team..., Strategic Financial..., Leadership, Financial Services, Strategy Execution, Process Improvement, Project Management, Broker-Dealer, BPO, Management, Financial Modeling, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Series 7, Securities, Performance Management, Six Sigma, Financial Planning
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa
Master of Business Administration (M.B.A.), Finance, General
Cetera Financial Group April 2014 - Present
Consulting Solutions, LLC May 2013 - March 2014
ING U.S. May 2012 - December 2012
ING Financial Partners January 2009 - May 2012
ING Advisors Network October 2005 - January 2009
Skills
Series 4,7,24,27, Financial Analysis, Risk Management, Mergers, Cross-functional Team..., Strategic Financial..., Leadership, Financial Services, Strategy Execution, Process Improvement, Project Management, Broker-Dealer, BPO, Management, Financial Modeling, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Series 7, Securities, Performance Management, Six Sigma, Financial Planning
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa
Master of Business Administration (M.B.A.), Finance, General
Phil Krause, CIPM Phil Krause, CIPM's Cetera Financial Group Experience June 2011 - December 2011
Job Performance Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2014 - Present
Principal Global Investors December 2011 - July 2014
Cetera Financial Group June 2011 - December 2011
Aviva plc June 2010 - August 2010
Wells Fargo Financial June 2009 - August 2009
Skills
Microsoft Excel
Education
University of Northern Iowa 2007 — 2011
Bachelors, Finance and Economics
Principal Global Investors July 2014 - Present
Principal Global Investors December 2011 - July 2014
Cetera Financial Group June 2011 - December 2011
Aviva plc June 2010 - August 2010
Wells Fargo Financial June 2009 - August 2009
Skills
Microsoft Excel
Education
University of Northern Iowa 2007 — 2011
Bachelors, Finance and Economics
Bill Stirewalt Bill Stirewalt's Cetera Financial Group Experience April 2015 - Present
Job Director of Finance, Reporting & Data Analytics at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group April 2015 - Present
Union Bank July 2014 - April 2015
Pearson Education March 2010 - May 2014
Pearson Education September 2009 - March 2010
Scantron September 2007 - August 2009
GMAC ResCap 2004 - 2007
Thomson Reuters - North American Legal - West 2000 - 2004
Financial Advisors LLC 1998 - 2000
Skills
Essbase, Financial Modeling, Financial Analysis, Forecasting, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Financial Reporting, Mergers, Budgets, Accounting, PeopleSoft, Process Improvement, Hyperion Planning, Pricing, Strategic Planning, Business Strategy, Acquisition Integration, Financial Forecasting, Oracle Business..., KPI Dashboards, Balanced Scorecard, SAP, Oracle Applications, Sales Compensation, Efficacy, Internal Controls, Analytics, Analysis, Mergers & Acquisitions, Competitive Analysis, Business Process, Cross-functional Team..., Finance, Leadership, Management, Program Management, Consolidation, Financial Planning
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA, Finance & Strategic Management
University of Minnesota - Carlson School of Management 2002 — 2002
Vienna Seminar, Consultative Live Marketing Case Study
University of Minnesota - Carlson School of Management 1993 — 1998
BS, Finance
Cetera Financial Group April 2015 - Present
Union Bank July 2014 - April 2015
Pearson Education March 2010 - May 2014
Pearson Education September 2009 - March 2010
Scantron September 2007 - August 2009
GMAC ResCap 2004 - 2007
Thomson Reuters - North American Legal - West 2000 - 2004
Financial Advisors LLC 1998 - 2000
Skills
Essbase, Financial Modeling, Financial Analysis, Forecasting, Hyperion Enterprise, Variance Analysis, Strategic Financial..., Financial Reporting, Mergers, Budgets, Accounting, PeopleSoft, Process Improvement, Hyperion Planning, Pricing, Strategic Planning, Business Strategy, Acquisition Integration, Financial Forecasting, Oracle Business..., KPI Dashboards, Balanced Scorecard, SAP, Oracle Applications, Sales Compensation, Efficacy, Internal Controls, Analytics, Analysis, Mergers & Acquisitions, Competitive Analysis, Business Process, Cross-functional Team..., Finance, Leadership, Management, Program Management, Consolidation, Financial Planning
Education
University of Minnesota - Carlson School of Management 2000 — 2003
MBA, Finance & Strategic Management
University of Minnesota - Carlson School of Management 2002 — 2002
Vienna Seminar, Consultative Live Marketing Case Study
University of Minnesota - Carlson School of Management 1993 — 1998
BS, Finance
Nick Whitsell Nick Whitsell's Cetera Financial Group Experience November 2013 - Present
Job Operations Coordinator at Cetera Financial Group
Industry Insurance
Experience
Cetera Financial Group November 2013 - Present
National Life Group May 2013 - August 2013
University of Northern Iowa August 2012 - May 2013
City of Dyersville May 2011 - August 2012
Skills
GIS, Microsoft Excel, Quantitative Risk..., Time Management, Forecasting, Teamwork
Education
University of Northern Iowa 2009 — 2013
B.A. in Mathematics, Minor in Economics
Cetera Financial Group November 2013 - Present
National Life Group May 2013 - August 2013
University of Northern Iowa August 2012 - May 2013
City of Dyersville May 2011 - August 2012
Skills
GIS, Microsoft Excel, Quantitative Risk..., Time Management, Forecasting, Teamwork
Education
University of Northern Iowa 2009 — 2013
B.A. in Mathematics, Minor in Economics
Pam Garvey Pam Garvey's Cetera Financial Group Experience February 2013 - May 2013
Job QA Program Lead at Delta Air Lines
Industry Information Technology and Services
Experience
Ambient Consulting May 2013 - Present
Delta Air Lines May 2013 - Present
Cetera Financial Group February 2013 - May 2013
IQS Intelligent Quality Solutions September 2006 - May 2013
Express Scripts October 2012 - December 2012
Western National Insurance June 2011 - October 2012
RBC Wealth Management September 2006 - April 2011
Thrivent Financial for Lutherans, March 2004 - September 2006
Vital Works March 2003 - January 2004
Xcel Energy September 1985 - March 2002
Skills
Test Management, Quality Assurance, Quality Center, Test Planning, Visio, Testing, SDLC, User Acceptance Testing, Software Quality..., Requirements Gathering, Business Requirements, System Testing, Regression Testing
Education
University of Minnesota-Twin Cities
BA, Communications
Ambient Consulting May 2013 - Present
Delta Air Lines May 2013 - Present
Cetera Financial Group February 2013 - May 2013
IQS Intelligent Quality Solutions September 2006 - May 2013
Express Scripts October 2012 - December 2012
Western National Insurance June 2011 - October 2012
RBC Wealth Management September 2006 - April 2011
Thrivent Financial for Lutherans, March 2004 - September 2006
Vital Works March 2003 - January 2004
Xcel Energy September 1985 - March 2002
Skills
Test Management, Quality Assurance, Quality Center, Test Planning, Visio, Testing, SDLC, User Acceptance Testing, Software Quality..., Requirements Gathering, Business Requirements, System Testing, Regression Testing
Education
University of Minnesota-Twin Cities
BA, Communications
Frankie Warren Frankie Warren's Cetera Financial Group Experience June 2012 - August 2012
Job Account Analyst at Pritchard & Jerden
Industry Insurance
Experience
Pritchard & Jerden June 2013 - Present
Cetera Financial Group June 2012 - August 2012
YMCA May 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Event Planning, PowerPoint, Public Speaking, Social Networking, Social Media, Customer Service, Teamwork, Time Management, Public Relations, Social Media Marketing
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Pritchard & Jerden June 2013 - Present
Cetera Financial Group June 2012 - August 2012
YMCA May 2006 - August 2008
Skills
Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Event Planning, PowerPoint, Public Speaking, Social Networking, Social Media, Customer Service, Teamwork, Time Management, Public Relations, Social Media Marketing
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Mary K. Wagner, CMP, CPPM Mary K. Wagner, CMP, CPPM's Cetera Financial Group Experience January 2014 - Present
Job Meetings / Events / Convention / Content Management /Production/ Marketing / Communication / Travel Professional
Industry Events Services
Experience
Cetera Financial Group January 2014 - Present
Devil at the Details September 2012 - January 2014
Cetera Financial Group 2014 - 2014
Buffalo Wild Wings January 2007 - September 2012
Honeywell February 2006 - December 2006
Skills
Strategic Meeting..., Travel Manangement, Marketing Communications, Program Improvement, Program Implementation, Vendor Management, Building Relationships, Fundraising, Non-profit..., Franchise Relations, Show Production, Trade Shows, Management, Travel, Contract Negotiation, Strategic Sourcing, Operating Budgets, Budget Monitoring, Event Planning, Event Management, Incentive Travel, Convention & Conference..., RFP Generation, Budget Reconciliation, Event Marketing Strategy, International Event..., Sponsorship Program..., Sponsorship Relations, Catering, Hospitality, Corporate Events, Budgets, Meeting Planning, Strategy
Education
University of St. Thomas 2013 — 2013
University of North Texas 1990 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Universtiy of Minnesota 1983 — 1985
Cetera Financial Group January 2014 - Present
Devil at the Details September 2012 - January 2014
Cetera Financial Group 2014 - 2014
Buffalo Wild Wings January 2007 - September 2012
Honeywell February 2006 - December 2006
Skills
Strategic Meeting..., Travel Manangement, Marketing Communications, Program Improvement, Program Implementation, Vendor Management, Building Relationships, Fundraising, Non-profit..., Franchise Relations, Show Production, Trade Shows, Management, Travel, Contract Negotiation, Strategic Sourcing, Operating Budgets, Budget Monitoring, Event Planning, Event Management, Incentive Travel, Convention & Conference..., RFP Generation, Budget Reconciliation, Event Marketing Strategy, International Event..., Sponsorship Program..., Sponsorship Relations, Catering, Hospitality, Corporate Events, Budgets, Meeting Planning, Strategy
Education
University of St. Thomas 2013 — 2013
University of North Texas 1990 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Universtiy of Minnesota 1983 — 1985
Matthew Volkers Matthew Volkers's Cetera Financial Group Experience May 2013 - Present
Job
Industry Financial Services
Experience
Cetera Financial Group May 2013 - Present
Granite Financial January 2011 - May 2013
Wells Fargo Bank March 2010 - January 2011
US Bank June 2008 - March 2010
Elite Mortgage Group January 2004 - October 2007
Skills
Portfolio Management, Credit, Banking, Finance, Investments, Wealth Management, Investment Advisory, Financial Services, Financial Analysis, Financial Risk, Equities, Series 63, Insurance, Loans, Mortgage Lending, Mutual Funds, Credit Analysis, Asset Management, Financial Advisory, Retirement Planning, Strategic Financial..., Underwriting, Securities, Analysis, Customer Service, Commercial Lending, Series 7, Equity Trading, Options, ETFs, Stock Trading, Business Development, Financial Goals, Client Education, Relationship Management, New Business Development, Series 65, Series 24
Education
University of Minnesota-Crookston 2012 — 2015
Bachelor of Science (B.S.), Accounting
University of Phoenix
Associates, Business
Sartell High School
Cetera Financial Group May 2013 - Present
Granite Financial January 2011 - May 2013
Wells Fargo Bank March 2010 - January 2011
US Bank June 2008 - March 2010
Elite Mortgage Group January 2004 - October 2007
Skills
Portfolio Management, Credit, Banking, Finance, Investments, Wealth Management, Investment Advisory, Financial Services, Financial Analysis, Financial Risk, Equities, Series 63, Insurance, Loans, Mortgage Lending, Mutual Funds, Credit Analysis, Asset Management, Financial Advisory, Retirement Planning, Strategic Financial..., Underwriting, Securities, Analysis, Customer Service, Commercial Lending, Series 7, Equity Trading, Options, ETFs, Stock Trading, Business Development, Financial Goals, Client Education, Relationship Management, New Business Development, Series 65, Series 24
Education
University of Minnesota-Crookston 2012 — 2015
Bachelor of Science (B.S.), Accounting
University of Phoenix
Associates, Business
Sartell High School
Paul Boonsomchuae Paul Boonsomchuae's Cetera Financial Group Experience January 2010 - May 2015
Job Telecom Engineer at Allscripts for PIH Health
Industry Hospital & Health Care
Experience
Allscripts September 2015 - Present
Cetera Financial Group January 2010 - May 2015
ING Advisors Network October 2006 - January 2010
Los Angeles Regional Foodbank January 2002 - October 2006
Education
University of Southern California 2002 — 2005
Bachelor of Science, Electrical Engineering
Allscripts September 2015 - Present
Cetera Financial Group January 2010 - May 2015
ING Advisors Network October 2006 - January 2010
Los Angeles Regional Foodbank January 2002 - October 2006
Education
University of Southern California 2002 — 2005
Bachelor of Science, Electrical Engineering
P.J. Gilbert P.J. Gilbert's Cetera Financial Group Experience 2010 - 2011
Job Vice President at JLL Partners
Industry Venture Capital & Private Equity
Experience
JLL Partners 2013 - Present
Cetera Financial Group 2010 - 2011
Lightyear Capital 2008 - 2010
Banc of America Securities 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Mount Saint Joseph High School 1998 — 2002
JLL Partners 2013 - Present
Cetera Financial Group 2010 - 2011
Lightyear Capital 2008 - 2010
Banc of America Securities 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Mount Saint Joseph High School 1998 — 2002
Brian Neustrom's Cetera Financial Group Experience March 2014 - Present
Job Direct Alternative Investment Supervision Analyst at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group March 2014 - Present
Cetera Advisors LLC June 2013 - March 2014
MassMutual Financial Group January 2012 - June 2013
Iberia Financial Services September 2009 - January 2012
MassMutual Financial Group August 2008 - May 2009
Education
University of Louisiana at Lafayette 2002 — 2007
B.S. in Business Administration, Finance, Risk Management
Cetera Financial Group March 2014 - Present
Cetera Advisors LLC June 2013 - March 2014
MassMutual Financial Group January 2012 - June 2013
Iberia Financial Services September 2009 - January 2012
MassMutual Financial Group August 2008 - May 2009
Education
University of Louisiana at Lafayette 2002 — 2007
B.S. in Business Administration, Finance, Risk Management
Adam Talbert's Cetera Financial Group Experience July 2007 - May 2015
Job President & CEO at PACT Enterprises, Inc.
Industry Hospitality
Experience
LODGENUITY Hospitality Consulting and Management January 2015 - Present
PACT Enterprises, Inc. June 2015 - Present
Citizens State Bank of Lena, Stockton & Freeport July 2007 - May 2015
Cetera Financial Group July 2007 - May 2015
Edward Jones 2003 - 2007
Skills
Investments, Portfolio Management, Wealth Management, Insurance, Credit, Banking, Mortgage Lending, Financial Analysis, Strategic Financial..., Loans, Commercial Lending, Risk Management, Retirement Planning, Credit Analysis, Commercial Banking, Mutual Funds, Financial Services, Asset Management, Relationship Management, Finance, Wealth Management..., Cash Management, Small Business Lending, Financial Modeling, Underwriting, Estate Planning, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance, Investments
Freeport Aquin High School 1989 — 1992
Graduate
LODGENUITY Hospitality Consulting and Management January 2015 - Present
PACT Enterprises, Inc. June 2015 - Present
Citizens State Bank of Lena, Stockton & Freeport July 2007 - May 2015
Cetera Financial Group July 2007 - May 2015
Edward Jones 2003 - 2007
Skills
Investments, Portfolio Management, Wealth Management, Insurance, Credit, Banking, Mortgage Lending, Financial Analysis, Strategic Financial..., Loans, Commercial Lending, Risk Management, Retirement Planning, Credit Analysis, Commercial Banking, Mutual Funds, Financial Services, Asset Management, Relationship Management, Finance, Wealth Management..., Cash Management, Small Business Lending, Financial Modeling, Underwriting, Estate Planning, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Finance, Investments
Freeport Aquin High School 1989 — 1992
Graduate
Jerry Obey's Cetera Financial Group Experience March 2014 - Present
Job Senior Financial Analyst at Cetera Financial Group | MBA Candidate at USC Marshall School of Business
Industry Financial Services
Experience
Cetera Financial Group March 2014 - Present
University of Southern California - Marshall School of Business August 2012 - Present
BAE Systems June 2012 - February 2014
BAE Systems January 2009 - May 2012
Fidelity Investments August 2007 - December 2008
Cambridge Associates January 2007 - May 2007
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Process Improvement, Financial Modeling, Hyperion Enterprise, Forecasting, Analysis, DoD, Financial Reporting, Managerial Finance, Cost Benefit, Cost Accounting, Financial Forecasting, Security Clearance, Program Management, Budgets, Strategic Financial..., Leadership, Active DoD Secret..., Auditing, Accounting, Account Reconciliation, Due Diligence, Finance, Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration - Finance
Cetera Financial Group March 2014 - Present
University of Southern California - Marshall School of Business August 2012 - Present
BAE Systems June 2012 - February 2014
BAE Systems January 2009 - May 2012
Fidelity Investments August 2007 - December 2008
Cambridge Associates January 2007 - May 2007
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Process Improvement, Financial Modeling, Hyperion Enterprise, Forecasting, Analysis, DoD, Financial Reporting, Managerial Finance, Cost Benefit, Cost Accounting, Financial Forecasting, Security Clearance, Program Management, Budgets, Strategic Financial..., Leadership, Active DoD Secret..., Auditing, Accounting, Account Reconciliation, Due Diligence, Finance, Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration - Finance
Robert Pellati's Cetera Financial Group Experience October 2014 - Present
Job Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Cetera Financial Group October 2014 - Present
NFP Advisor Services Group August 2013 - October 2014
NFP Advisor Services Group January 2013 - August 2013
Waddell & Reed June 2012 - November 2012
Cantor Fitzgerald September 2001 - February 2011
Cantor Fitzgerald January 1997 - January 2000
Robertson Stephens & Co January 1996 - January 1997
Cantor Fitzgerald January 1993 - May 1996
Cantor Fitzgerald January 1991 - January 1993
Skills
Capital Raising, Securitization, Private Placements, Equity Trading, Series 7, Equities, Series 63, Securities, Trading, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Options, Alternative Investments, Equity Derivatives, Traders, Investments, Equity Research, Financial Markets, Derivatives, series 66, series 24, Texas Insurance License, Series 24, Portfolio Management, Asset Management, ETFs, FINRA, Mutual Funds, Prime Brokerage, Investment Banking, Investment Advisory, FX Options, Proprietary Trading, Risk Management, Investment Management, Uniform Combined State..., Emerging Markets, Finance, Wealth Management, Trading Strategies, Private Equity, Investment Strategies, Equity Capital Markets, Hedging, Stocks, Commodity, Asset Allocation
Education
University of Iowa 1985 — 1989
BA, Political Science
Bryson Amato's Cetera Financial Group Experience November 2012 - Present
Job Soccer Coach/Teacher at Happy Feet Des Moines/Des Moines Legends
Industry Banking
Experience
Cetera Financial Group November 2012 - Present
Happy Feet Des Moines December 2011 - Present
Wells Fargo Home Mortgage February 2012 - October 2012
Iowa City Parks & Recreation July 2011 - January 2012
Iowa Sate Fairgrounds May 2011 - August 2011
Skills
Mortgage Servicing, FHA, Government Loans, Loans, Loss Mitigation, LPS, Loan Servicing, Default, Sales, Sports
Education
University of Iowa 2007 — 2011
Bachelor's degree, Health and Sport Studies
Urbandale High School 2003 — 2007
Cetera Financial Group November 2012 - Present
Happy Feet Des Moines December 2011 - Present
Wells Fargo Home Mortgage February 2012 - October 2012
Iowa City Parks & Recreation July 2011 - January 2012
Iowa Sate Fairgrounds May 2011 - August 2011
Skills
Mortgage Servicing, FHA, Government Loans, Loans, Loss Mitigation, LPS, Loan Servicing, Default, Sales, Sports
Education
University of Iowa 2007 — 2011
Bachelor's degree, Health and Sport Studies
Urbandale High School 2003 — 2007
Raghu Venkatapathy, MBA Raghu Venkatapathy, MBA's Cetera Financial Group Experience May 2015 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
Cetera Financial Group May 2015 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, SDLC, Project Management, Process Improvement, SQL, Analysis, Visio, Agile Methodologies, Financial Analysis, MS Excel Pivot Tables, Requirements Management, Requirements Analysis, Data Analysis, Software Documentation, Consulting, New Product..., Market Research, Market Analysis, Medical Devices, Leadership, Product Management, Product Development, Employee Benefits, Business Strategy, Strategic Planning, Business Process...
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance, General
Visvesvaraya Technological University
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Cetera Financial Group May 2015 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, SDLC, Project Management, Process Improvement, SQL, Analysis, Visio, Agile Methodologies, Financial Analysis, MS Excel Pivot Tables, Requirements Management, Requirements Analysis, Data Analysis, Software Documentation, Consulting, New Product..., Market Research, Market Analysis, Medical Devices, Leadership, Product Management, Product Development, Employee Benefits, Business Strategy, Strategic Planning, Business Process...
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Finance, General
Visvesvaraya Technological University
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Ken Muraoka, CRCP's Cetera Financial Group Experience April 2015 - Present
Job
Industry Financial Services
Experience
Cetera Financial Group April 2015 - Present
Skills
Mutual Funds, Project Management, AML, Securities, Series 7, Complaints, Compliance, Series 24, Investment Advisory, Series 63, Asset Management, FINRA, Leadership, Management, Equities, Risk Management, Financial Services, Investments, Alternative Investments, Wealth Management, Finance, Options, Asset Allocation, Financial Risk, Investment Management, Retirement Planning, Financial Advisory, Portfolio Management, Retirement, Investment Strategies, Series 65, Uniform Combined State..., Fixed Annuities, Bonds, Strategic Financial..., 401k, Trading, ETFs, Insurance, Capital Markets, Hedge Funds, Relationship Management, Executive Management, Series 6, Broker-Dealer, Estate Planning, Variable Annuities, Equity Trading, Electronic Trading, Private Equity
Education
The Wharton School, University of Pennsylvania 2011 — 2011
Vanderbilt University 1989 — 1993
Bachelor of Arts
Cetera Financial Group April 2015 - Present
Skills
Mutual Funds, Project Management, AML, Securities, Series 7, Complaints, Compliance, Series 24, Investment Advisory, Series 63, Asset Management, FINRA, Leadership, Management, Equities, Risk Management, Financial Services, Investments, Alternative Investments, Wealth Management, Finance, Options, Asset Allocation, Financial Risk, Investment Management, Retirement Planning, Financial Advisory, Portfolio Management, Retirement, Investment Strategies, Series 65, Uniform Combined State..., Fixed Annuities, Bonds, Strategic Financial..., 401k, Trading, ETFs, Insurance, Capital Markets, Hedge Funds, Relationship Management, Executive Management, Series 6, Broker-Dealer, Estate Planning, Variable Annuities, Equity Trading, Electronic Trading, Private Equity
Education
The Wharton School, University of Pennsylvania 2011 — 2011
Vanderbilt University 1989 — 1993
Bachelor of Arts
Cheryl Charlton's Cetera Financial Group Experience 2013 - 2013
Job Investment Research Analyst, Financial Analyst
Industry Financial Services
Experience
PCM 2014 - Present
Cetera Financial Group 2013 - 2013
William O'Neil + Co. Inc. 2010 - 2012
ERS Group 2007 - 2009
Kaiser Permanente 2005 - 2007
University of Michigan Medical School 1998 - 2003
Skills
Research, Data Analysis, Financial Analysis, Financial Modeling, Management, Credit Analysis, Visio, PeopleSoft, Access, Microsoft Office, Stata, Equity Research, Mutual Funds, FileMaker, Lotus Notes, Photoshop, Lines Of Credit, Investments, Report Writing, News Writing, Proposal Writing, Creative Writing, MS Project, Epic Systems, LaTeX, InDesign, Fortran, Windows, Mac OS, Unix
Education
University of Michigan
A.B., Economics and Film & Video Studies
UCLA Extension
PCM 2014 - Present
Cetera Financial Group 2013 - 2013
William O'Neil + Co. Inc. 2010 - 2012
ERS Group 2007 - 2009
Kaiser Permanente 2005 - 2007
University of Michigan Medical School 1998 - 2003
Skills
Research, Data Analysis, Financial Analysis, Financial Modeling, Management, Credit Analysis, Visio, PeopleSoft, Access, Microsoft Office, Stata, Equity Research, Mutual Funds, FileMaker, Lotus Notes, Photoshop, Lines Of Credit, Investments, Report Writing, News Writing, Proposal Writing, Creative Writing, MS Project, Epic Systems, LaTeX, InDesign, Fortran, Windows, Mac OS, Unix
Education
University of Michigan
A.B., Economics and Film & Video Studies
UCLA Extension
Sonal Seneviratne's Cetera Financial Group Experience January 2010 - September 2010
Job Manager, Infrastructure Performance, Global Information Technology at Mattel
Industry Information Technology and Services
Experience
Mattel September 2010 - Present
Cetera Financial Group January 2010 - September 2010
ING August 2006 - December 2009
Nissan North America May 2000 - February 2006
University of Southern California August 1996 - January 2000
University of Southern California March 1989 - August 1996
University of Southern California May 1986 - February 1989
Skills
Vendor Management, Business Analysis, Disaster Recovery, ITIL, Process Improvement, Change Management, Project Management, PMO, SDLC, IT Management, IT Strategy, Project Delivery, Visio, Requirements Analysis, Information Technology, Business Intelligence, Data Center, Project Portfolio...
Education
University of Southern California 1993 — 1996
Post Grad
University of Southern California 1988 — 1989
MS
University of Southern California 1982 — 1986
BS
Mattel September 2010 - Present
Cetera Financial Group January 2010 - September 2010
ING August 2006 - December 2009
Nissan North America May 2000 - February 2006
University of Southern California August 1996 - January 2000
University of Southern California March 1989 - August 1996
University of Southern California May 1986 - February 1989
Skills
Vendor Management, Business Analysis, Disaster Recovery, ITIL, Process Improvement, Change Management, Project Management, PMO, SDLC, IT Management, IT Strategy, Project Delivery, Visio, Requirements Analysis, Information Technology, Business Intelligence, Data Center, Project Portfolio...
Education
University of Southern California 1993 — 1996
Post Grad
University of Southern California 1988 — 1989
MS
University of Southern California 1982 — 1986
BS
Jay Tabatabai's Cetera Financial Group Experience 2010 - 2010
Job Project Manager at Avanade
Industry Information Technology and Services
Experience
Avanade June 2011 - Present
CalidCo October 2008 - Present
EMC 2010 - 2011
Cetera Financial Group 2010 - 2010
Employers Direct Insurance Company October 2008 - July 2009
Toyota July 2007 - April 2008
Uniworld January 2001 - July 2005
PeopleSupport February 1999 - January 2001
Honeywell Aerospace June 1986 - September 1998
Skills
Data Center, Windows Server, Project Management, Infrastructure, Consulting, Microsoft SQL Server, SDLC
Education
University of Southern California
M.S.I.S.E., Engineering
Avanade June 2011 - Present
CalidCo October 2008 - Present
EMC 2010 - 2011
Cetera Financial Group 2010 - 2010
Employers Direct Insurance Company October 2008 - July 2009
Toyota July 2007 - April 2008
Uniworld January 2001 - July 2005
PeopleSupport February 1999 - January 2001
Honeywell Aerospace June 1986 - September 1998
Skills
Data Center, Windows Server, Project Management, Infrastructure, Consulting, Microsoft SQL Server, SDLC
Education
University of Southern California
M.S.I.S.E., Engineering
Padraic Corey's Cetera Financial Group Experience June 2015 - Present
Job Business System Analyst at Cetera Financial Group
Industry Computer Software
Experience
Cetera Financial Group June 2015 - Present
Sagefire (formerly SEH Technology Solutions) November 2004 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
SEH August 2014 - November 2014
Galil Medical June 2014 - August 2014
Ameriprise Financial Services, Inc. (Columbia Management) 2013 - 2014
Digi-Key Electronics 2008 - 2014
Ameriprise 2007 - 2008
US Bank 2005 - 2007
ProcessPro September 1999 - October 2004
Skills
Project Management, Visio, Vendor Management, Management, Process Improvement, Program Management, Business Analysis, Business Intelligence, CRM, SDLC, Leadership, Databases, Contract Negotiation, Strategic Planning, Recruiting, Integration, Software Documentation, Team Leadership, Cross-functional Team..., Business Process, Analysis, Business Process..., SharePoint, MS Project, Project Planning, Requirements Analysis, Team Building, Software Project..., Process Engineering, Access, Data Analysis, Business Development, Risk Management, Project Portfolio..., Business Strategy, IT Strategy, Agile Methodologies, Analytics, Requirements Gathering, Business Requirements, IT Management, Consulting, ERP, Strategy, Business Process Design, SQL, Project Delivery, Data Warehousing, Content Management, Financial Services
Education
University of Minnesota - Carlson School of Management
Cetera Financial Group June 2015 - Present
Sagefire (formerly SEH Technology Solutions) November 2004 - Present
Ameriprise Financial Services, Inc. November 2014 - April 2015
SEH August 2014 - November 2014
Galil Medical June 2014 - August 2014
Ameriprise Financial Services, Inc. (Columbia Management) 2013 - 2014
Digi-Key Electronics 2008 - 2014
Ameriprise 2007 - 2008
US Bank 2005 - 2007
ProcessPro September 1999 - October 2004
Skills
Project Management, Visio, Vendor Management, Management, Process Improvement, Program Management, Business Analysis, Business Intelligence, CRM, SDLC, Leadership, Databases, Contract Negotiation, Strategic Planning, Recruiting, Integration, Software Documentation, Team Leadership, Cross-functional Team..., Business Process, Analysis, Business Process..., SharePoint, MS Project, Project Planning, Requirements Analysis, Team Building, Software Project..., Process Engineering, Access, Data Analysis, Business Development, Risk Management, Project Portfolio..., Business Strategy, IT Strategy, Agile Methodologies, Analytics, Requirements Gathering, Business Requirements, IT Management, Consulting, ERP, Strategy, Business Process Design, SQL, Project Delivery, Data Warehousing, Content Management, Financial Services
Education
University of Minnesota - Carlson School of Management
Randy Agnew's Cetera Financial Group Experience March 2009 - Present
Job Vice President of Alternative Invesments at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group March 2009 - Present
ING Advisors Network February 2000 - March 2010
Skills
Payments, Banking, Product Management, Financial Markets, Retail Banking, Internet Banking, Business Analysis, Portfolio Management, Credit Cards, Derivatives, Commercial Banking, Credit Risk, Financial Services, Fixed Income, Risk Management
Education
University of Georgia - Terry College of Business 1980 — 1984
Cetera Financial Group March 2009 - Present
ING Advisors Network February 2000 - March 2010
Skills
Payments, Banking, Product Management, Financial Markets, Retail Banking, Internet Banking, Business Analysis, Portfolio Management, Credit Cards, Derivatives, Commercial Banking, Credit Risk, Financial Services, Fixed Income, Risk Management
Education
University of Georgia - Terry College of Business 1980 — 1984
Keith Small, CIMA, CRPC, EA's Cetera Financial Group Experience June 2009 - Present
Job Business Consultant for Financial Advisors
Industry Financial Services
Experience
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Cetera Financial Group June 2009 - Present
OppenheimerFunds July 2005 - January 2009
OppenheimerFunds September 2003 - June 2005
MFS Investment Management May 2000 - May 2003
Eaton Vance September 1998 - May 2000
Skills
Series 7, Retirement Planning, Asset Allocation, Series 63, Fixed Annuities, Series 24, Series 65, CIMA, IRS Enrolled Agent, CRPC
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Sales and Marketing
Daniel Nienaber's Cetera Financial Group Experience May 2010 - Present
Job Sr. Financial Analyst
Industry Financial Services
Experience
Cetera Financial Group May 2010 - Present
Skybridge Marketing Group 2006 - 2009
Moneygram International 2005 - 2006
Land O' Lakes 2000 - 2005
Education
University of Minnesota Duluth 1995 — 1999
BA, Finance
Cetera Financial Group May 2010 - Present
Skybridge Marketing Group 2006 - 2009
Moneygram International 2005 - 2006
Land O' Lakes 2000 - 2005
Education
University of Minnesota Duluth 1995 — 1999
BA, Finance
Lesley Kompare's Cetera Financial Group Experience April 2010 - June 2012
Job Apprentice Developer at dough, Inc.
Industry Computer Software
Experience
dough, Inc. September 2015 - Present
Dev Bootcamp March 2015 - August 2015
InterOcean Capital, LLC. August 2014 - November 2014
Northern Trust June 2013 - August 2014
Antos Advisors April 2010 - June 2013
Cetera Financial Group April 2010 - June 2012
ESU Records, LLC. May 2009 - July 2009
University of San Diego October 2007 - May 2009
University of San Diego December 2006 - September 2007
Sales Activity Managment May 2006 - August 2006
Skills
Series 7, Investments, Finance, Financial Analysis, Brokerage, Wealth Management, Ruby, HTML5, CSS, Customer Service, Leadership, HTML, Object Oriented Design, Marketing, JavaScript, Microsoft Excel, Public Speaking
Education
Dev Bootcamp 2015 — 2015
Web Development
University of San Diego 2005 — 2009
B.A., Political Science, Philosophy
University of Oxford 2008 — 2008
Political Science, Philosophy
Providence Catholic High School 2001 — 2005
3.9
dough, Inc. September 2015 - Present
Dev Bootcamp March 2015 - August 2015
InterOcean Capital, LLC. August 2014 - November 2014
Northern Trust June 2013 - August 2014
Antos Advisors April 2010 - June 2013
Cetera Financial Group April 2010 - June 2012
ESU Records, LLC. May 2009 - July 2009
University of San Diego October 2007 - May 2009
University of San Diego December 2006 - September 2007
Sales Activity Managment May 2006 - August 2006
Skills
Series 7, Investments, Finance, Financial Analysis, Brokerage, Wealth Management, Ruby, HTML5, CSS, Customer Service, Leadership, HTML, Object Oriented Design, Marketing, JavaScript, Microsoft Excel, Public Speaking
Education
Dev Bootcamp 2015 — 2015
Web Development
University of San Diego 2005 — 2009
B.A., Political Science, Philosophy
University of Oxford 2008 — 2008
Political Science, Philosophy
Providence Catholic High School 2001 — 2005
3.9
Jaymee Legaspi's Cetera Financial Group Experience February 2014 - July 2015
Job Executive Assistant at Allegro, a Division of Conair Corporation
Industry Consumer Goods
Experience
Allegro, a Division of Conair Corporation July 2015 - Present
Cetera Financial Group February 2014 - July 2015
Moni Moni International March 2013 - February 2014
The Academic Advantage September 2008 - March 2013
PACE Head Start August 2007 - September 2008
Teach For America June 2007 - August 2008
Centro Latino de Salud August 2006 - December 2006
Skills
Performance Monitoring, Process Development, Data Entry, Community Outreach, Process Simulation, Customer Service, Performance Management, Non-profits, Nonprofits, Tutoring, Public Speaking, Teaching, Volunteer Management, Microsoft Word, Data Analysis, Research, Event Planning, Student Affairs, Grant Writing, Program Development, Leadership Development, Leadership, Instructional Design, Training, Microsoft Excel
Education
University of Missouri-Columbia
Bachelor of Social Work, Social Work, 3.8/4.0
Allegro, a Division of Conair Corporation July 2015 - Present
Cetera Financial Group February 2014 - July 2015
Moni Moni International March 2013 - February 2014
The Academic Advantage September 2008 - March 2013
PACE Head Start August 2007 - September 2008
Teach For America June 2007 - August 2008
Centro Latino de Salud August 2006 - December 2006
Skills
Performance Monitoring, Process Development, Data Entry, Community Outreach, Process Simulation, Customer Service, Performance Management, Non-profits, Nonprofits, Tutoring, Public Speaking, Teaching, Volunteer Management, Microsoft Word, Data Analysis, Research, Event Planning, Student Affairs, Grant Writing, Program Development, Leadership Development, Leadership, Instructional Design, Training, Microsoft Excel
Education
University of Missouri-Columbia
Bachelor of Social Work, Social Work, 3.8/4.0
Matt Chavez's Cetera Financial Group Experience 2012 - 2012
Job Agency Principal
Industry Insurance
Experience
BST January 2012 - Present
Cetera Financial Group 2012 - 2012
The Gulfstream Group October 2010 - December 2011
USI Insurance Services 2005 - 2010
Talbot Financial Corp 1992 - 2005
Skills
Insurance, Property & Casualty..., Workers Compensation, General Insurance, Commercial Insurance, Underwriting, Professional Liability, Liability, Casualty, Health Insurance, Brokers
Education
University of Notre Dame 1982 — 1986
BBA, Concentration in Accounting
BST January 2012 - Present
Cetera Financial Group 2012 - 2012
The Gulfstream Group October 2010 - December 2011
USI Insurance Services 2005 - 2010
Talbot Financial Corp 1992 - 2005
Skills
Insurance, Property & Casualty..., Workers Compensation, General Insurance, Commercial Insurance, Underwriting, Professional Liability, Liability, Casualty, Health Insurance, Brokers
Education
University of Notre Dame 1982 — 1986
BBA, Concentration in Accounting
Anthony Notermann II's Cetera Financial Group Experience January 2013 - Present
Job Vice President Corporate Finance at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group January 2013 - Present
Cetera Financial Group June 2006 - January 2013
Northwest Airlines April 2004 - June 2006
Northwest Airlines February 1999 - April 2004
Continental Airlines February 1995 - February 1999
Skills
Financial Analysis, Risk Management, Strategic Financial..., Corporate Finance, Finance, Strategy, Mutual Funds, Investments, Financial Services, Wealth Management, Asset Management, Portfolio Management, Financial Modeling, Equities, Financial Planning
Education
University of Houston
Cetera Financial Group January 2013 - Present
Cetera Financial Group June 2006 - January 2013
Northwest Airlines April 2004 - June 2006
Northwest Airlines February 1999 - April 2004
Continental Airlines February 1995 - February 1999
Skills
Financial Analysis, Risk Management, Strategic Financial..., Corporate Finance, Finance, Strategy, Mutual Funds, Investments, Financial Services, Wealth Management, Asset Management, Portfolio Management, Financial Modeling, Equities, Financial Planning
Education
University of Houston
Chuck Tennant's Cetera Financial Group Experience April 2013 - September 2013
Job Operations Officer at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
Neelam shah's Cetera Financial Group Experience August 2012 - August 2014
Job
Industry Information Technology and Services
Experience
Molina Healthcare November 2014 - Present
Cetera Financial Group August 2012 - August 2014
Kaiser Permanente IT July 2011 - August 2012
Fedex 2011 - June 2011
Hewlett-Packard 2009 - 2009
Wipro Technologies 2007 - 2009
3i Infotech 2000 - 2004
Education
Mumbai University
Bachelor of Engineering (B.E.), Computer Engineering
Molina Healthcare November 2014 - Present
Cetera Financial Group August 2012 - August 2014
Kaiser Permanente IT July 2011 - August 2012
Fedex 2011 - June 2011
Hewlett-Packard 2009 - 2009
Wipro Technologies 2007 - 2009
3i Infotech 2000 - 2004
Education
Mumbai University
Bachelor of Engineering (B.E.), Computer Engineering
Audrey Bacon's Cetera Financial Group Experience January 2012 - July 2012
Job Accounts Receivable Clerk/Bookkeeper
Industry Financial Services
Experience
Aerotek 2011 - Present
Cetera Financial Group January 2012 - July 2012
Citigroup Southern Division-Spherion Staffing February 2011 - September 2011
The Resource Collection June 2007 - March 2008
California Bank & Trust November 2001 - April 2006
Citibank March 2000 - November 2001
Wells Fargo Bank May 1998 - March 2000
Skills
PowerPoint, Auditing, Accounts Receivable, Accounting, Data Entry, Spreadsheets, Payroll, General Ledger, Invoicing, Accounts Payable, Payments, Bank Reconciliation, Journal Entries, PeopleSoft
Education
University of Phoenix – BSB 2008 — 2013
Accounting
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Accounting, 2.65
Aerotek 2011 - Present
Cetera Financial Group January 2012 - July 2012
Citigroup Southern Division-Spherion Staffing February 2011 - September 2011
The Resource Collection June 2007 - March 2008
California Bank & Trust November 2001 - April 2006
Citibank March 2000 - November 2001
Wells Fargo Bank May 1998 - March 2000
Skills
PowerPoint, Auditing, Accounts Receivable, Accounting, Data Entry, Spreadsheets, Payroll, General Ledger, Invoicing, Accounts Payable, Payments, Bank Reconciliation, Journal Entries, PeopleSoft
Education
University of Phoenix – BSB 2008 — 2013
Accounting
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Accounting, 2.65
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.