CG Financial Services
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15 CG Financial Services employees in database. Find out everything there's to know about CG Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CG Financial Services Employees
Employee
Years
Job
Industry
Amy Sparling Amy Sparling's CG Financial Services Experience October 2006 - April 2013
Job
Industry
Experience
TIAA-CREF November 2013 - Present
The Financial Group May 2013 - November 2013
CG Financial Services October 2006 - April 2013
Education
Michigan State University 2002 — 2006
Bachelors, Finance, General
TIAA-CREF November 2013 - Present
The Financial Group May 2013 - November 2013
CG Financial Services October 2006 - April 2013
Education
Michigan State University 2002 — 2006
Bachelors, Finance, General
Jordan Grit Jordan Grit's CG Financial Services Experience January 2013 - May 2013
Job Student at Michigan State University
Industry Higher Education
Experience
Tony's Restaurant August 2013 - November 2013
CG Financial Services January 2013 - May 2013
Ebels Construction, LLC May 2011 - May 2013
Department of Veterans Affairs August 2010 - May 2011
United States Marine Corps August 2006 - August 2010
Russ Restaurant October 2003 - July 2006
Skills
Military, Military Experience, Military Operations, Security Clearance, Operational Planning, Leadership, Command, Microsoft Office, National Security, Weapons, DoD, Force Protection, PowerPoint, Microsoft Word, Microsoft Excel
Education
Michigan State University 2011 — 2014
BA, Finance, Minor in Economics and Specialization in Entrepreneurship, 3.64
University of Colorado at Colorado Springs 2010 — 2011
4.0
Calvin Christian High School 2002 — 2006
Tony's Restaurant August 2013 - November 2013
CG Financial Services January 2013 - May 2013
Ebels Construction, LLC May 2011 - May 2013
Department of Veterans Affairs August 2010 - May 2011
United States Marine Corps August 2006 - August 2010
Russ Restaurant October 2003 - July 2006
Skills
Military, Military Experience, Military Operations, Security Clearance, Operational Planning, Leadership, Command, Microsoft Office, National Security, Weapons, DoD, Force Protection, PowerPoint, Microsoft Word, Microsoft Excel
Education
Michigan State University 2011 — 2014
BA, Finance, Minor in Economics and Specialization in Entrepreneurship, 3.64
University of Colorado at Colorado Springs 2010 — 2011
4.0
Calvin Christian High School 2002 — 2006
Leighann Miko, CFP® Leighann Miko, CFP®'s CG Financial Services Experience September 2015 - Present
Job Empowering clients to be an equal partner in their financial lives
Industry Financial Services
Experience
CG Financial Services September 2015 - Present
Frederich, Nichols & Associates July 2012 - June 2015
Silver Oak Wealth Advisors, LLC June 2010 - June 2012
Brentwood Advisory Group, LLC January 2007 - June 2010
California State Treasurer's Office January 2006 - January 2007
Education
California State University-Northridge 2012 — 2015
Master of Science (M.S.), Taxation
University of California, Los Angeles 2010 — 2011
Certificate in Personal Financial Planning
California State University-Northridge 2007 — 2008
B.S., Business Administration with a concentration in Financial Services
CG Financial Services September 2015 - Present
Frederich, Nichols & Associates July 2012 - June 2015
Silver Oak Wealth Advisors, LLC June 2010 - June 2012
Brentwood Advisory Group, LLC January 2007 - June 2010
California State Treasurer's Office January 2006 - January 2007
Education
California State University-Northridge 2012 — 2015
Master of Science (M.S.), Taxation
University of California, Los Angeles 2010 — 2011
Certificate in Personal Financial Planning
California State University-Northridge 2007 — 2008
B.S., Business Administration with a concentration in Financial Services
Brandon Friedl's CG Financial Services Experience April 2014 - May 2015
Job Prudential
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
Prudential Financial May 2015 - Present
CG Financial Services April 2014 - May 2015
Howard Miller May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork
Education
Michigan State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Prudential Financial August 2015 - Present
Prudential Financial May 2015 - Present
CG Financial Services April 2014 - May 2015
Howard Miller May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork
Education
Michigan State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Brett Briggs Brett Briggs's CG Financial Services Experience September 2009 - July 2010
Job Global Corporate Trust Services at US Bank
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
Scholar Media Group March 2012 - September 2012
Shore Mortgage October 2010 - August 2011
CG Financial Services September 2009 - July 2010
Capricorn Diversified Systems May 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Excel, Pivot Tables, Microsoft Office, Customer Service, Writing Skills, Organizational Skills, Strong Communication..., Organizational Structure, Strategy, Forecasting, Loans, Portfolio Management, Management, Microsoft Excel, Finance, Analysis, Business Development, Strategic Financial..., Strategic Planning
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance
Wall Street Prep - Financial Training 2010 — 2010
Financial Modeling Practices, Acquisition Comparables, Excel Training, Ratio Analysis
U.S. Bank September 2012 - Present
Scholar Media Group March 2012 - September 2012
Shore Mortgage October 2010 - August 2011
CG Financial Services September 2009 - July 2010
Capricorn Diversified Systems May 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Excel, Pivot Tables, Microsoft Office, Customer Service, Writing Skills, Organizational Skills, Strong Communication..., Organizational Structure, Strategy, Forecasting, Loans, Portfolio Management, Management, Microsoft Excel, Finance, Analysis, Business Development, Strategic Financial..., Strategic Planning
Education
Michigan State University 2006 — 2010
Bachelor of Arts (B.A.), Finance
Wall Street Prep - Financial Training 2010 — 2010
Financial Modeling Practices, Acquisition Comparables, Excel Training, Ratio Analysis
Brett Joseph Brett Joseph's CG Financial Services Experience May 2014 - May 2015
Job Mortgage Underwriter II at United Wholesale Mortgage
Industry Financial Services
Experience
United Wholesale Mortgage June 2015 - Present
CG Financial Services May 2014 - May 2015
Jimmy John's August 2013 - May 2014
Willoway Day Camp June 2013 - August 2013
English Gardens May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Telephone Skills, Teamwork, Sales, Social Media, Social Networking, Outlook, Customer Service, Inventory Management, Retail, Time Management, PowerPoint, Microsoft Word, Retail Sales, Critical Thinking, Data Entry, Facebook, Mac, Marketing, Cashiering, Team Leadership, Microsoft Access, Morningstar, SmartOffice
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance
Walled Lake Central High School 2007 — 2011
United Wholesale Mortgage June 2015 - Present
CG Financial Services May 2014 - May 2015
Jimmy John's August 2013 - May 2014
Willoway Day Camp June 2013 - August 2013
English Gardens May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Telephone Skills, Teamwork, Sales, Social Media, Social Networking, Outlook, Customer Service, Inventory Management, Retail, Time Management, PowerPoint, Microsoft Word, Retail Sales, Critical Thinking, Data Entry, Facebook, Mac, Marketing, Cashiering, Team Leadership, Microsoft Access, Morningstar, SmartOffice
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance
Walled Lake Central High School 2007 — 2011
Nicholas Lizotte's CG Financial Services Experience September 2015 - Present
Job Intern at CG Financial Services
Industry Financial Services
Experience
CG Financial Services September 2015 - Present
Dunham Hills Golf Club May 2014 - Present
Northwestern Mutual May 2015 - September 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Northwood University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Junior
University of Michigan-Flint 2012 — 2013
BBA, Business
CG Financial Services September 2015 - Present
Dunham Hills Golf Club May 2014 - Present
Northwestern Mutual May 2015 - September 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Northwood University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Junior
University of Michigan-Flint 2012 — 2013
BBA, Business
Darci Asel-Templin Darci Asel-Templin's CG Financial Services Experience June 2015 - Present
Job Financial Planning Intern at CG Financial Services
Industry Financial Services
Experience
CG Financial Services June 2015 - Present
Northwood University August 2014 - Present
Northwood University December 2014 - May 2015
Suburban Inns May 2014 - July 2014
Northwood University August 2013 - May 2014
Northwood University April 2013 - December 2013
Athletic Republic May 2012 - August 2013
Saginaw Bay Dermatology January 2012 - August 2012
Skills
Customer Service, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Sports, Social Media, Microsoft Excel, Windows, Strategic Planning, Negotiation, Editing, Data Entry, Event Planning, English, Research, Teamwork, Apple Software
Education
Northwood University - DeVos Graduate School 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Northwood University 2012 — 2015
Bachelor's degree, Entertainment, Sports Promotion Management, Senior
CG Financial Services June 2015 - Present
Northwood University August 2014 - Present
Northwood University December 2014 - May 2015
Suburban Inns May 2014 - July 2014
Northwood University August 2013 - May 2014
Northwood University April 2013 - December 2013
Athletic Republic May 2012 - August 2013
Saginaw Bay Dermatology January 2012 - August 2012
Skills
Customer Service, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Sports, Social Media, Microsoft Excel, Windows, Strategic Planning, Negotiation, Editing, Data Entry, Event Planning, English, Research, Teamwork, Apple Software
Education
Northwood University - DeVos Graduate School 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Northwood University 2012 — 2015
Bachelor's degree, Entertainment, Sports Promotion Management, Senior
Keith Gauss, CPA's CG Financial Services Experience March 2009 - Present
Job President / CEO CG Financial Services
Industry Investment Management
Experience
CG Financial Services March 2009 - Present
Oldcastle Architectural Inc. December 2007 - February 2009
General Cable August 2004 - September 2007
St. Gobain containers 2001 - 2004
Certainteed Corporation 1997 - 2001
Skills
Change Management, Forecasting, Cost Reduction, Mergers, Financial Analysis, Accounting, Budgeting, Manufacturing, Strategic Planning, Process Improvement, Six Sigma, Continuous Improvement, Lean Manufacturing, Supply Chain, Inventory Management, Restructuring, Product Development, Business Planning, Financial Reporting, Operations Management, Budgets, Strategic Financial..., Finance, Mergers & Acquisitions, SAP, Strategy, Sarbanes-Oxley Act, Auditing, Internal Controls, Cross-functional Team..., Pricing, P&L, Internal Audit, Financial Modeling, Cost Accounting, Acquisition Integration
Education
Brenau University 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fresno 1980 — 1983
Bachelor of Science (B.S.), Accounting
CG Financial Services March 2009 - Present
Oldcastle Architectural Inc. December 2007 - February 2009
General Cable August 2004 - September 2007
St. Gobain containers 2001 - 2004
Certainteed Corporation 1997 - 2001
Skills
Change Management, Forecasting, Cost Reduction, Mergers, Financial Analysis, Accounting, Budgeting, Manufacturing, Strategic Planning, Process Improvement, Six Sigma, Continuous Improvement, Lean Manufacturing, Supply Chain, Inventory Management, Restructuring, Product Development, Business Planning, Financial Reporting, Operations Management, Budgets, Strategic Financial..., Finance, Mergers & Acquisitions, SAP, Strategy, Sarbanes-Oxley Act, Auditing, Internal Controls, Cross-functional Team..., Pricing, P&L, Internal Audit, Financial Modeling, Cost Accounting, Acquisition Integration
Education
Brenau University 1989 — 1991
Master of Business Administration (MBA), Finance
California State University-Fresno 1980 — 1983
Bachelor of Science (B.S.), Accounting
Carol Grosvenor's CG Financial Services Experience July 2000 - Present
Job Financial Advisor at CG Financial Services
Industry Investment Management
Experience
CG Financial Services July 2000 - Present
ONE Archives 2004 - January 2014
The Grosvenor Company January 1986 - June 2000
Skills
Retirement Planning, Charities, Asset Allocation, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Investment Management, Investment Strategies, Risk Management, Strategic Planning, Credit, Finance, Mutual Funds, Asset Management, Securities, Retirement, Financial Advisory, Financial Planning
Education
West Coast University 1977 — 1979
MS, Computer Science
Central Michigan University 1967 — 1972
BS, Computer Science and Music
CG Financial Services July 2000 - Present
ONE Archives 2004 - January 2014
The Grosvenor Company January 1986 - June 2000
Skills
Retirement Planning, Charities, Asset Allocation, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Investment Management, Investment Strategies, Risk Management, Strategic Planning, Credit, Finance, Mutual Funds, Asset Management, Securities, Retirement, Financial Advisory, Financial Planning
Education
West Coast University 1977 — 1979
MS, Computer Science
Central Michigan University 1967 — 1972
BS, Computer Science and Music
Jennifer Kolasa's CG Financial Services Experience May 2007 - Present
Job Admin Asst at CG Financial Services
Industry Financial Services
Experience
CG Financial Services May 2007 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Social Media, Access
Education
Michigan State University 1998 — 2002
Bachelor of Science (BS), Fisheries & Wildlife
CG Financial Services May 2007 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Social Media, Access
Education
Michigan State University 1998 — 2002
Bachelor of Science (BS), Fisheries & Wildlife
LaTesha Phillips, RHU, REBC, GBDS's CG Financial Services Experience August 2007 - March 2010
Job 210,000 Specialty Sales Executive | Workplace Wellness | Employee Benefits | Wellness Solutions & Consulting
Industry Insurance
Experience
Humana February 2010 - Present
CG Financial Services August 2007 - March 2010
SCW Agency 2005 - 2007
Barker Weber Insurance Agency 2004 - 2005
Pure Energy Performing Arts Center 2000 - 2005
Skills
Sales, Insurance, Employee Benefits, Customer Service, Small Business, Disability Insurance, Life Insurance, Health Insurance, Brokers, Property, Commercial Insurance, Property & Casualty..., Property, Professional Liability, General Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, Strategic Planning, Account Management, Leadership, Team Building
Education
Spring Arbor University 2011 — 2013
M.B.A.
Spring Arbor University 2005 — 2006
BA, Management/Organizational Development
Hillsdale College 2000 — 2002
Mathematics, Physics
Humana February 2010 - Present
CG Financial Services August 2007 - March 2010
SCW Agency 2005 - 2007
Barker Weber Insurance Agency 2004 - 2005
Pure Energy Performing Arts Center 2000 - 2005
Skills
Sales, Insurance, Employee Benefits, Customer Service, Small Business, Disability Insurance, Life Insurance, Health Insurance, Brokers, Property, Commercial Insurance, Property & Casualty..., Property, Professional Liability, General Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, Strategic Planning, Account Management, Leadership, Team Building
Education
Spring Arbor University 2011 — 2013
M.B.A.
Spring Arbor University 2005 — 2006
BA, Management/Organizational Development
Hillsdale College 2000 — 2002
Mathematics, Physics
Andrew Granger's CG Financial Services Experience July 2010 - December 2010
Job National Account Executive at Command Transportation
Industry Transportation/Trucking/Railroad
Experience
Command Transportation January 2011 - Present
CG Financial Services July 2010 - December 2010
Skills
Sales, Logistics, Account Management, Negotiation, Transportation, Forecasting, Customer Service, Sales Operations, Strategic Planning, Truckload, Logistics Management, Sales Management, New Business Development, Shipping, Pricing, Supply Chain, Cold Calling, 3PL, Supply Chain Management
Education
Northwood University 2008 — 2010
Bachelor of Business Administration, Management
Western Michigan University 2007 — 2007
Business Administration and Management, General
Command Transportation January 2011 - Present
CG Financial Services July 2010 - December 2010
Skills
Sales, Logistics, Account Management, Negotiation, Transportation, Forecasting, Customer Service, Sales Operations, Strategic Planning, Truckload, Logistics Management, Sales Management, New Business Development, Shipping, Pricing, Supply Chain, Cold Calling, 3PL, Supply Chain Management
Education
Northwood University 2008 — 2010
Bachelor of Business Administration, Management
Western Michigan University 2007 — 2007
Business Administration and Management, General
Nancy Baran's CG Financial Services Experience July 2010 - Present
Job Executive Assistant at CG Financial Services
Industry Financial Services
Experience
CG Financial Services July 2010 - Present
Indiana Michigan Power November 2001 - June 2010
AT&T February 1994 - June 2001
Skills
Microsoft Excel, Public Speaking, Customer Service, Microsoft Office, Social Media, Administrative..., PowerPoint, Outlook
Education
Lansing Community College
Business Administration and Management, General
CG Financial Services July 2010 - Present
Indiana Michigan Power November 2001 - June 2010
AT&T February 1994 - June 2001
Skills
Microsoft Excel, Public Speaking, Customer Service, Microsoft Office, Social Media, Administrative..., PowerPoint, Outlook
Education
Lansing Community College
Business Administration and Management, General
M William Booth's CG Financial Services Experience January 2014 - May 2014
Job Financial Planning&Analysis at Synchrony Financial
Industry Investment Banking
Experience
Michigan State University July 2015 - Present
Synchrony Financial June 2015 - Present
Booth Solutions June 2013 - Present
Michigan State University September 2014 - May 2015
Michigan State University September 2014 - April 2015
BSI FINEX (South Africa) May 2014 - August 2014
CG Financial Services January 2014 - May 2014
Michigan State University October 2013 - May 2014
Skills
Auditing, Corporate Finance, Forecasting, Research, Payroll, Variance Analysis, Microsoft Excel, Financial Modeling, Stock Valuation, Investments, Operational Efficiency, Consulting, KPI Analysis, Strategic Planning
Education
Michigan State University - The Eli Broad College of Business 2013 — 2017
Quanitative Finance
Michigan State University July 2015 - Present
Synchrony Financial June 2015 - Present
Booth Solutions June 2013 - Present
Michigan State University September 2014 - May 2015
Michigan State University September 2014 - April 2015
BSI FINEX (South Africa) May 2014 - August 2014
CG Financial Services January 2014 - May 2014
Michigan State University October 2013 - May 2014
Skills
Auditing, Corporate Finance, Forecasting, Research, Payroll, Variance Analysis, Microsoft Excel, Financial Modeling, Stock Valuation, Investments, Operational Efficiency, Consulting, KPI Analysis, Strategic Planning
Education
Michigan State University - The Eli Broad College of Business 2013 — 2017
Quanitative Finance