CFD Investments, Inc.
Description
Address: 2704 S Goyer Rd, Kokomo, IN 46902 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (765) 453-9600Place name: : Website: : : : : Category: : Website: https://www.cfdinvestments.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question
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CFD Investments, Inc. Employees
Employee
Years
Job
Industry
Jerry Stollings Jerry Stollings's CFD Investments, Inc. Experience January 2004 - December 2006
Job Court Administrator
Industry Judiciary
Experience
Williams County Juvenile Court May 2015 - Present
Bhatt Law Office March 2013 - April 2015
Groth & Associates March 2011 - October 2011
Law Office of Jerry Stollings April 2007 - August 2009
cfd Investments, Inc. January 2004 - December 2006
Skills
Criminal Defense, Civil Litigation, Appeals, Trials, Non-profits, FINRA, Licensing, Public Speaking, Grant Writing, Domestic Relations, Event Planning, Mediation, Nonprofits, Legal Writing, Commercial Litigation
Education
Methodist Theological School in Ohio 2012 — 2015
MTS and MACM, Addiction Prevention and Treatment and Theology
University of Toledo College of Law 1996 — 1999
JD, Law
Anderson University 1988 — 1992
BA, Communications
Williams County Juvenile Court May 2015 - Present
Bhatt Law Office March 2013 - April 2015
Groth & Associates March 2011 - October 2011
Law Office of Jerry Stollings April 2007 - August 2009
cfd Investments, Inc. January 2004 - December 2006
Skills
Criminal Defense, Civil Litigation, Appeals, Trials, Non-profits, FINRA, Licensing, Public Speaking, Grant Writing, Domestic Relations, Event Planning, Mediation, Nonprofits, Legal Writing, Commercial Litigation
Education
Methodist Theological School in Ohio 2012 — 2015
MTS and MACM, Addiction Prevention and Treatment and Theology
University of Toledo College of Law 1996 — 1999
JD, Law
Anderson University 1988 — 1992
BA, Communications
Russell Maynard, PMP Russell Maynard, PMP's CFD Investments, Inc. Experience October 2015 - Present
Job Project Manager
Industry Program Development
Experience
cfd Investments, Inc. October 2015 - Present
Kokomo Business and Professional Exchange May 2014 - Present
Northwestern High School Band Boosters June 2013 - June 2015
Midwest LTC April 1996 - December 2014
Center Road February 1995 - September 2014
SonLight Station Preschool 1997 - 2005
Southeast January 1994 - February 1995
Skills
PMP, Leadership, Training, Multiple Project..., Public Speaking, Contract Negotiation, Event Management, Event Planning, Leadership Development, Teaching, Lean Manufacturing, Six Sigma, People Skills, Construction Management, Customer Service, Nonprofits, Volunteer Recruiting, Volunteer Management, Social Media, Management, Time Management, Website Building, Social Networking, Church Consulting, Church Events, Staff Development, MS Project, Visio, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Publisher, Microsoft Exchange, Microsoft Word, QuickBooks, Microsoft Money, Quicken, Google Apps, Youth Ministry, Program Development, Pastoral Counseling, Discipleship, Missions, Community Outreach, Project Management, Microsoft Project, Communication
Education
Harding University 1992 — 1993
M.S.E., Education, Bible
Mississippi State University 1991 — 1992
Course Work, Sociology
Magnolia College 1984 — 1991
B.A., Bible, Marriage & Family, Sociology
cfd Investments, Inc. October 2015 - Present
Kokomo Business and Professional Exchange May 2014 - Present
Northwestern High School Band Boosters June 2013 - June 2015
Midwest LTC April 1996 - December 2014
Center Road February 1995 - September 2014
SonLight Station Preschool 1997 - 2005
Southeast January 1994 - February 1995
Skills
PMP, Leadership, Training, Multiple Project..., Public Speaking, Contract Negotiation, Event Management, Event Planning, Leadership Development, Teaching, Lean Manufacturing, Six Sigma, People Skills, Construction Management, Customer Service, Nonprofits, Volunteer Recruiting, Volunteer Management, Social Media, Management, Time Management, Website Building, Social Networking, Church Consulting, Church Events, Staff Development, MS Project, Visio, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Publisher, Microsoft Exchange, Microsoft Word, QuickBooks, Microsoft Money, Quicken, Google Apps, Youth Ministry, Program Development, Pastoral Counseling, Discipleship, Missions, Community Outreach, Project Management, Microsoft Project, Communication
Education
Harding University 1992 — 1993
M.S.E., Education, Bible
Mississippi State University 1991 — 1992
Course Work, Sociology
Magnolia College 1984 — 1991
B.A., Bible, Marriage & Family, Sociology
Steven M. Bulloff J.D., FLMI, CEBS Steven M. Bulloff J.D., FLMI, CEBS's CFD Investments, Inc. Experience August 2014 - Present
Job Securities Compliance Professional
Industry Financial Services
Experience
cfd Investments, Inc. August 2014 - Present
ALERT Services, Inc. January 2013 - Present
Gardner & White Corporation January 1993 - December 2012
G & W Equity Sales, Inc. December 1992 - December 2012
Gardner & White September 1979 - January 1992
Skills
Corporate Governance, Life Insurance, Employee Benefits, Employee Relations, Human Resources, Claim, Licensing, Health Insurance, Management, Litigation Management, Insurance, Executive Pay, Strategic Planning, Public Speaking, Risk Management, Employee Wellness, Retirement, Benefits Administration, Disability Insurance, 401k, Mergers & Acquisitions, Health Savings Accounts, Due Diligence, ERISA, Process Improvement, Nonprofits, Leadership, Legal Compliance, New Business Development, Securities Regulation, Deferred Compensation, Recruiting, Workers Compensation, Investments, Underwriting, Pensions, HRIS, Resume Writing, Budgets, Vendor Management, Long-term Care, Term Life Insurance, Employment Law, Securities, Brokers, Legal Writing, Retirement Planning, Qualified Retirement..., Sales, Strategic Financial...
Education
University of Cincinnati 1976 — 1979
Doctor of Law (J.D.), Law
Case Western Reserve University 1975 — 1976
Master of Library & Information Science (M.L.I.S.), Law Librarianship
Indiana University Bloomington 1972 — 1975
Bachelor of Arts (B.A.), Political Science and Government
cfd Investments, Inc. August 2014 - Present
ALERT Services, Inc. January 2013 - Present
Gardner & White Corporation January 1993 - December 2012
G & W Equity Sales, Inc. December 1992 - December 2012
Gardner & White September 1979 - January 1992
Skills
Corporate Governance, Life Insurance, Employee Benefits, Employee Relations, Human Resources, Claim, Licensing, Health Insurance, Management, Litigation Management, Insurance, Executive Pay, Strategic Planning, Public Speaking, Risk Management, Employee Wellness, Retirement, Benefits Administration, Disability Insurance, 401k, Mergers & Acquisitions, Health Savings Accounts, Due Diligence, ERISA, Process Improvement, Nonprofits, Leadership, Legal Compliance, New Business Development, Securities Regulation, Deferred Compensation, Recruiting, Workers Compensation, Investments, Underwriting, Pensions, HRIS, Resume Writing, Budgets, Vendor Management, Long-term Care, Term Life Insurance, Employment Law, Securities, Brokers, Legal Writing, Retirement Planning, Qualified Retirement..., Sales, Strategic Financial...
Education
University of Cincinnati 1976 — 1979
Doctor of Law (J.D.), Law
Case Western Reserve University 1975 — 1976
Master of Library & Information Science (M.L.I.S.), Law Librarianship
Indiana University Bloomington 1972 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Sheri Murdock's CFD Investments, Inc. Experience November 2014 - Present
Job Owner YAH Yoga llc
Industry Health, Wellness and Fitness
Experience
cfd Investments, Inc. November 2014 - Present
YAH Yoga llc September 2013 - Present
YAH Yoga llc September 2013 - Present
Skills
Microsoft Office, Process Improvement, Customer Service, Continuous Improvement, Project Management, Microsoft Word, Manufacturing, Outlook, Microsoft Excel, Lean Manufacturing, Financial Reporting, Root Cause Analysis, Auditing, Change Management, Team Building, Yoga Instructor, Program Management
Education
Indiana Wesleyan University
cfd Investments, Inc. November 2014 - Present
YAH Yoga llc September 2013 - Present
YAH Yoga llc September 2013 - Present
Skills
Microsoft Office, Process Improvement, Customer Service, Continuous Improvement, Project Management, Microsoft Word, Manufacturing, Outlook, Microsoft Excel, Lean Manufacturing, Financial Reporting, Root Cause Analysis, Auditing, Change Management, Team Building, Yoga Instructor, Program Management
Education
Indiana Wesleyan University
Evan Schroeder's CFD Investments, Inc. Experience January 2014 - Present
Job Attended Indiana University Bloomington
Industry Marketing and Advertising
Experience
cfd Investments, Inc. January 2014 - Present
Creative Financial Designs, Inc. January 2014 - Present
cfd Investments, Inc. April 2012 - August 2012
Skills
Social Media Marketing, Marketing Strategy, Team Leadership, Advertising, InDesign, Photoshop, Social Media, Financial Analysis, Digital Marketing, Communication Skills
Education
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Marketing
cfd Investments, Inc. January 2014 - Present
Creative Financial Designs, Inc. January 2014 - Present
cfd Investments, Inc. April 2012 - August 2012
Skills
Social Media Marketing, Marketing Strategy, Team Leadership, Advertising, InDesign, Photoshop, Social Media, Financial Analysis, Digital Marketing, Communication Skills
Education
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Marketing
David Newbill David Newbill's CFD Investments, Inc. Experience January 2006 - December 2012
Job Financial Advisor at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Forest Hills Financial, Inc. December 2012 - September 2014
CFD Investments, Inc. January 2006 - December 2012
Smith Barney June 1998 - January 2006
Lewis & Knopf, CPAs, P.C. May 1996 - May 1998
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Strategic Planning, Marketing, Management, Team Building, Insurance, Accounting
Education
University of Michigan-Flint 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting, With Distinction
Cambridge Investment Research, Inc. September 2014 - Present
Forest Hills Financial, Inc. December 2012 - September 2014
CFD Investments, Inc. January 2006 - December 2012
Smith Barney June 1998 - January 2006
Lewis & Knopf, CPAs, P.C. May 1996 - May 1998
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Strategic Planning, Marketing, Management, Team Building, Insurance, Accounting
Education
University of Michigan-Flint 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting, With Distinction
Melissa Griffin's CFD Investments, Inc. Experience January 2006 - February 2008
Job IT Business Systems Analyst at International Paper
Industry Information Technology and Services
Experience
International Paper October 2012 - Present
Kokomo Humane Society October 2008 - February 2009
International Paper March 2008 - August 2008
cfd Investments, Inc. January 2006 - February 2008
Bearing Point June 2005 - September 2005
cfd Investments, Inc. July 2003 - May 2005
International Paper February 1994 - June 2003
Marathon Oil Company January 1990 - December 1992
Skills
SAP R/3, Integration, SAP ERP, SAP Implementation, ERP, SAP, EDI, SAP BW
Education
Purdue University 1988 — 1993
Bachelor of Science, Computer Technology
International Paper October 2012 - Present
Kokomo Humane Society October 2008 - February 2009
International Paper March 2008 - August 2008
cfd Investments, Inc. January 2006 - February 2008
Bearing Point June 2005 - September 2005
cfd Investments, Inc. July 2003 - May 2005
International Paper February 1994 - June 2003
Marathon Oil Company January 1990 - December 1992
Skills
SAP R/3, Integration, SAP ERP, SAP Implementation, ERP, SAP, EDI, SAP BW
Education
Purdue University 1988 — 1993
Bachelor of Science, Computer Technology
Christin Clark's CFD Investments, Inc. Experience September 2014 - Present
Job Suitability Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
cfd Investments, Inc. September 2014 - Present
Lincoln Financial Group February 2011 - August 2014
NRP Financial November 2008 - July 2011
Thrivent Financial for Lutherans December 2003 - November 2008
Skills
Series 66, Customer Relations, Microsoft Office, Insurance, Outlook, Series 24, Series 53
Education
Taylor University 1999 — 2003
Bachelors of Arts, Biology, graduated Cum Laude
Lincoln Financial Group July 2015 - Present
cfd Investments, Inc. September 2014 - Present
Lincoln Financial Group February 2011 - August 2014
NRP Financial November 2008 - July 2011
Thrivent Financial for Lutherans December 2003 - November 2008
Skills
Series 66, Customer Relations, Microsoft Office, Insurance, Outlook, Series 24, Series 53
Education
Taylor University 1999 — 2003
Bachelors of Arts, Biology, graduated Cum Laude