Crown Capital Securities, L.P.
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Crown Capital Securities, L.P. Employees
Employee
Years
Job
Industry
Gary Glockzin, MSBA, CFP® Gary Glockzin, MSBA, CFP®'s Crown Capital Securities, L.P. Experience 2000 - Present
Job WealthGurus® Founder * Business & Personal Retirement Plan Design & Implementation * Wealth Management * Since 1986
Industry Financial Services
Experience
WealthGurus® January 2000 - Present
Crown Capital Securities, L.P. 2000 - Present
Skills
Investments, Securities, Retirement Planning, Insurance, Retirement, Estate Planning, Investment Strategies, Wealth Management, Fixed Annuities, Mutual Funds, Investment Properties, Retirement Plan..., Variable Annuities, Alternative Investments, Fixed Income, 1031 Exchanges, Guaranteed Lifetime..., Income Planning, Qualified Retirement..., Variable Life, Variable Products, REIT, Real Estate Investment..., Oil/Gas, Equipment Leasing..., CDS, Certificates of Deposit, Fixed Income Analysis, Fixed Income Portfolio..., eMoney Wealth Management
Education
San Diego State University-California State University 1992 — 1994
MSBA, Financial and Tax Planning
University of Minnesota-Twin Cities 1978 — 1980
Bachelor of Science, Business Finance
St. Cloud State University 1976 — 1978
Business/Commerce, General
WealthGurus® January 2000 - Present
Crown Capital Securities, L.P. 2000 - Present
Skills
Investments, Securities, Retirement Planning, Insurance, Retirement, Estate Planning, Investment Strategies, Wealth Management, Fixed Annuities, Mutual Funds, Investment Properties, Retirement Plan..., Variable Annuities, Alternative Investments, Fixed Income, 1031 Exchanges, Guaranteed Lifetime..., Income Planning, Qualified Retirement..., Variable Life, Variable Products, REIT, Real Estate Investment..., Oil/Gas, Equipment Leasing..., CDS, Certificates of Deposit, Fixed Income Analysis, Fixed Income Portfolio..., eMoney Wealth Management
Education
San Diego State University-California State University 1992 — 1994
MSBA, Financial and Tax Planning
University of Minnesota-Twin Cities 1978 — 1980
Bachelor of Science, Business Finance
St. Cloud State University 1976 — 1978
Business/Commerce, General
Keith Bookbinder Keith Bookbinder's Crown Capital Securities, L.P. Experience November 2001 - Present
Job President/Chief Financial Strategist at Harbour Financial Group, Inc.
Industry Financial Services
Experience
Crown Capital Securities, L.P. November 2001 - Present
Harbour Financial Group, Inc. July 2001 - Present
Mutual Service Corp July 1997 - November 2001
City of Montgomery Ohio November 1989 - November 1993
Skills
Investments, Financial Planning, Estate Planning, Retirement, Management, Portfolio Management, Finance, Insurance, Employee Benefits, Retirement Planning, Recruiting, Employee Relations, Organizational..., Strategic Planning, Fixed Annuities, Budget, Strategic Financial...
Education
Northern Illinois University 1975 — 1977
MBA, Finance
Loyola University Chicago 1971 — 1975
BS, Major: Biology; Minor Chemistry
conant high school 1967 — 1972
Crown Capital Securities, L.P. November 2001 - Present
Harbour Financial Group, Inc. July 2001 - Present
Mutual Service Corp July 1997 - November 2001
City of Montgomery Ohio November 1989 - November 1993
Skills
Investments, Financial Planning, Estate Planning, Retirement, Management, Portfolio Management, Finance, Insurance, Employee Benefits, Retirement Planning, Recruiting, Employee Relations, Organizational..., Strategic Planning, Fixed Annuities, Budget, Strategic Financial...
Education
Northern Illinois University 1975 — 1977
MBA, Finance
Loyola University Chicago 1971 — 1975
BS, Major: Biology; Minor Chemistry
conant high school 1967 — 1972
Erin McInerney Erin McInerney's Crown Capital Securities, L.P. Experience June 2014 - Present
Job Administrative Assistant at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P. June 2014 - Present
Sanford Rose Associates - Toft Group September 2013 - June 2014
New England Financial September 2011 - August 2013
Westrock Advisors December 2008 - April 2010
Disney ABC Television Group September 2008 - December 2008
Neighborhood Improvement Association 2005 - 2008
Bay Ridge Nissan May 2006 - November 2007
Skills
Customer Service, Microsoft Office, FBSI, Encore, Streetscape, Netx360, Actimize, Lotus Notes, Outlook, Customer Retention, Hiring Employees, Thomson Reuters, One Note, Script Editing, Resume Writing, Editing..., Receptionist Duties, Broker's Ally, Interviews, Public Speaking, Presentations, Database Management, Client Satisfaction, Financial Services, FINRA, Customer Satisfaction, Sales, Hiring, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Management, Event Planning
Education
St. Francis College 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
City University of New York-Brooklyn College 2003 — 2005
Crown Capital Securities, L.P. June 2014 - Present
Sanford Rose Associates - Toft Group September 2013 - June 2014
New England Financial September 2011 - August 2013
Westrock Advisors December 2008 - April 2010
Disney ABC Television Group September 2008 - December 2008
Neighborhood Improvement Association 2005 - 2008
Bay Ridge Nissan May 2006 - November 2007
Skills
Customer Service, Microsoft Office, FBSI, Encore, Streetscape, Netx360, Actimize, Lotus Notes, Outlook, Customer Retention, Hiring Employees, Thomson Reuters, One Note, Script Editing, Resume Writing, Editing..., Receptionist Duties, Broker's Ally, Interviews, Public Speaking, Presentations, Database Management, Client Satisfaction, Financial Services, FINRA, Customer Satisfaction, Sales, Hiring, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Management, Event Planning
Education
St. Francis College 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
City University of New York-Brooklyn College 2003 — 2005
Melissa Lee Webb AIF,QPFC Melissa Lee Webb AIF,QPFC's Crown Capital Securities, L.P. Experience April 2003 - December 2003
Job Internal Sales Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services January 2015 - Present
401K Direct March 2013 - December 2014
Western Wealth Management November 2010 - February 2013
First Choice Brokerage January 2004 - July 2004
Crown Capital Securities, L.P. April 2003 - December 2003
American General Life Companies April 1998 - July 2002
Pacific Life April 1996 - April 1998
CCS INTERNATIONAL, INC. December 1995 - April 1996
Paine Webber February 1994 - December 1995
Skills
Marketing, 401k, Series 7, New Business Development, Account Management, California Insurance..., Series 66, ASPPA - QPFC Credential, CRM, Finance, Insurance, Business Development, Uniform Combined State..., Retirement Planning, Management, Sales, Employee Benefits, Retirement, Mutual Funds, Investments, Wealth Management
Education
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration; Finance; Investments
Pentegra Retirement Services January 2015 - Present
401K Direct March 2013 - December 2014
Western Wealth Management November 2010 - February 2013
First Choice Brokerage January 2004 - July 2004
Crown Capital Securities, L.P. April 2003 - December 2003
American General Life Companies April 1998 - July 2002
Pacific Life April 1996 - April 1998
CCS INTERNATIONAL, INC. December 1995 - April 1996
Paine Webber February 1994 - December 1995
Skills
Marketing, 401k, Series 7, New Business Development, Account Management, California Insurance..., Series 66, ASPPA - QPFC Credential, CRM, Finance, Insurance, Business Development, Uniform Combined State..., Retirement Planning, Management, Sales, Employee Benefits, Retirement, Mutual Funds, Investments, Wealth Management
Education
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration; Finance; Investments
Pat Kenny Pat Kenny's Crown Capital Securities, L.P. Experience July 2006 - October 2014
Job GENERAL SECURITIES REPRESENTATIVE
Industry Financial Services
Experience
MOAA, Lewis & Clark Chapter July 2011 - Present
Rotary Club of Tri-Cities Sunrise July 1994 - Present
Crown Capital Securities, L.P. July 2006 - October 2014
Camp Patriot, Inc 2005 - December 2013
Hanford Reach Charters, LLC September 2001 - September 2011
New York Life Insurance Company 2004 - 2006
Cargill, Incorporated September 1985 - February 2001
Private Consulting- Agriculture January 1979 - September 1985
Food Develoopment Corporation June 1976 - January 1979
Oregon Potato, a C.Brewer Company January 1976 - June 1976
Skills
Securities, Leadership, Series 7, Military, Investments, Strategic Planning, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Budgets, Strategic Financial..., Customer Service, Asset Management, Program Management, Small Business, Mutual Funds, Team Building, Research, Leadership Development, Long Term Care Insurance
Education
Southeast Missouri State University 1962 — 1968
BS, Biology
Mercy High School 1960 — 1962
High School Diploma, General studies.
MOAA, Lewis & Clark Chapter July 2011 - Present
Rotary Club of Tri-Cities Sunrise July 1994 - Present
Crown Capital Securities, L.P. July 2006 - October 2014
Camp Patriot, Inc 2005 - December 2013
Hanford Reach Charters, LLC September 2001 - September 2011
New York Life Insurance Company 2004 - 2006
Cargill, Incorporated September 1985 - February 2001
Private Consulting- Agriculture January 1979 - September 1985
Food Develoopment Corporation June 1976 - January 1979
Oregon Potato, a C.Brewer Company January 1976 - June 1976
Skills
Securities, Leadership, Series 7, Military, Investments, Strategic Planning, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Budgets, Strategic Financial..., Customer Service, Asset Management, Program Management, Small Business, Mutual Funds, Team Building, Research, Leadership Development, Long Term Care Insurance
Education
Southeast Missouri State University 1962 — 1968
BS, Biology
Mercy High School 1960 — 1962
High School Diploma, General studies.
Ellen Fleischmann Ellen Fleischmann's Crown Capital Securities, L.P. Experience November 2010 - Present
Job Financial Consultant at Silvers Financial Services
Industry Financial Services
Experience
Crown Capital Securities, L.P. November 2010 - Present
Silvers Financial Services April 2008 - Present
New Community Jewish High School September 2003 - June 2011
Woodbury Financial Services June 2008 - November 2010
Youth Leadership Project September 2002 - June 2010
Makom Ohr Shalom 1992 - June 2009
La Leche League International 1995 - 2007
Ohr HaTorah 1998 - 2002
Self-Esteem Seminars July 1983 - June 1986
Skills
Musical Theatre, Music Composition, Music Conducting, Investments, Annuities, Insurance, Music, Budgeting, Financial Planning, Public Speaking, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Wealth Management, Retirement, Small Business, Securities, Series 7, Long Term Care, Budgets, Fixed Annuities, Composition, Strategic Financial..., Financial Services, Long-term Care, Financial Advisory, IRAs, Estate Planning, 401k, Asset Allocation, Series 63, Term Life Insurance, Life Insurance, Wealth, FINRA, Leadership, Wealth Management..., Bonds, Long Term Care Insurance, 401k Rollovers, Investment Strategies, Personal Finance, Marketing, Finance, Uniform Combined State..., Alternative Investments, Variable Annuities, Personal Financial..., College Savings Plans
Education
University of Santa Monica 1982 — 1983
M.A., Counseling
Brown University 1978 — 1982
A.B., Women, Law & Society
Horton Watkins Ladue 1975 — 1978
High School Diploma
Crown Capital Securities, L.P. November 2010 - Present
Silvers Financial Services April 2008 - Present
New Community Jewish High School September 2003 - June 2011
Woodbury Financial Services June 2008 - November 2010
Youth Leadership Project September 2002 - June 2010
Makom Ohr Shalom 1992 - June 2009
La Leche League International 1995 - 2007
Ohr HaTorah 1998 - 2002
Self-Esteem Seminars July 1983 - June 1986
Skills
Musical Theatre, Music Composition, Music Conducting, Investments, Annuities, Insurance, Music, Budgeting, Financial Planning, Public Speaking, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Wealth Management, Retirement, Small Business, Securities, Series 7, Long Term Care, Budgets, Fixed Annuities, Composition, Strategic Financial..., Financial Services, Long-term Care, Financial Advisory, IRAs, Estate Planning, 401k, Asset Allocation, Series 63, Term Life Insurance, Life Insurance, Wealth, FINRA, Leadership, Wealth Management..., Bonds, Long Term Care Insurance, 401k Rollovers, Investment Strategies, Personal Finance, Marketing, Finance, Uniform Combined State..., Alternative Investments, Variable Annuities, Personal Financial..., College Savings Plans
Education
University of Santa Monica 1982 — 1983
M.A., Counseling
Brown University 1978 — 1982
A.B., Women, Law & Society
Horton Watkins Ladue 1975 — 1978
High School Diploma
Anna Chann Anna Chann's Crown Capital Securities, L.P. Experience October 2008 - September 2010
Job Assistant General Manager at Broadway Athletic and Swim Club
Industry Health, Wellness and Fitness
Experience
Broadway Athletic and Swim Club May 2012 - Present
The Westgate Hotel June 2011 - May 2012
Provide Commerce May 2011 - June 2011
Crown Capital Securities, L.P. October 2008 - September 2010
American Eagle Outfitters October 2006 - September 2008
Skills
Customer Service, Customer Retention, Building Customer..., Operations Management, Employee Training, Marketing, Sales, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Fitness Industry, Finance, Financial Reporting, Invoicing, Purchase Orders, Purchase Requisitions, Hotels, Hospitality Industry, Call Centers, Administrative..., Telephone Skills, Data Entry, Typing, Writing, Receptionist Duties, Retail Sales, Cash Handling Experience, Social Networking, Social Media, Clerical Skills, Payroll, Kronos, Axys
Education
University of California, San Diego 2005 — 2008
Psychology
Sunnyside High School 2002 — 2005
High School Diploma
Broadway Athletic and Swim Club May 2012 - Present
The Westgate Hotel June 2011 - May 2012
Provide Commerce May 2011 - June 2011
Crown Capital Securities, L.P. October 2008 - September 2010
American Eagle Outfitters October 2006 - September 2008
Skills
Customer Service, Customer Retention, Building Customer..., Operations Management, Employee Training, Marketing, Sales, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Fitness Industry, Finance, Financial Reporting, Invoicing, Purchase Orders, Purchase Requisitions, Hotels, Hospitality Industry, Call Centers, Administrative..., Telephone Skills, Data Entry, Typing, Writing, Receptionist Duties, Retail Sales, Cash Handling Experience, Social Networking, Social Media, Clerical Skills, Payroll, Kronos, Axys
Education
University of California, San Diego 2005 — 2008
Psychology
Sunnyside High School 2002 — 2005
High School Diploma
Charles D. Vaughan, CFP®,CRPC,AAMS,AWMA's Crown Capital Securities, L.P. Experience October 2001 - Present
Job President, Chief Retirement Strategist at THE RETIREMENT SOURCE®
Industry Financial Services
Experience
Crown Capital Securities, L.P. October 2001 - Present
THE RETIREMENT SOURCE May 1988 - Present
Skills
Retirement Planning, Certified Financial..., Estate Planning, Portfolio Management, Finance, Life Insurance, Fixed Annuities, Succession Planning, Strategic Planning, Investments, Strategic Financial..., Retirement Distribution..., Management, Business Succession..., Wealth Management, Securities, Insurance, Investment Advisory, Retirement, Financial Advisory, IRAs, Financial Planning
Education
University of Cincinnati College of Business 1962 — 1963
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1959 — 1962
Bachelor of Arts (B.A.), Economics
Wilmington College 1958 — 1959
Liberal Arts and Sciences/Liberal Studies
Hillsboro High School Hillsboro, Ohio 1954 — 1958
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Crown Capital Securities, L.P. October 2001 - Present
THE RETIREMENT SOURCE May 1988 - Present
Skills
Retirement Planning, Certified Financial..., Estate Planning, Portfolio Management, Finance, Life Insurance, Fixed Annuities, Succession Planning, Strategic Planning, Investments, Strategic Financial..., Retirement Distribution..., Management, Business Succession..., Wealth Management, Securities, Insurance, Investment Advisory, Retirement, Financial Advisory, IRAs, Financial Planning
Education
University of Cincinnati College of Business 1962 — 1963
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1959 — 1962
Bachelor of Arts (B.A.), Economics
Wilmington College 1958 — 1959
Liberal Arts and Sciences/Liberal Studies
Hillsboro High School Hillsboro, Ohio 1954 — 1958
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Alyssa Morales's Crown Capital Securities, L.P. Experience January 2014 - June 2014
Job Client Service Manager at GuidedChoice
Industry Financial Services
Experience
GuidedChoice June 2014 - Present
Crown Capital Securities, L.P. January 2014 - June 2014
J.P. Morgan April 2013 - January 2014
Wells Fargo June 2006 - April 2013
Occasions! January 2008 - December 2009
Skills
Microsoft Office, Team Leadership, Problem Solving, Event Planning, Sales, Retail Banking, Financial Services, Portfolio Management, Management, Access, Financial Analysis, Organizational..., Outlook, Finance, Banking, Credit, Analysis, Merchandising, Customer Service, Series 7
Education
Arizona State University 2011 — 2012
Organizational Studies, Focus on Small Business
GuidedChoice June 2014 - Present
Crown Capital Securities, L.P. January 2014 - June 2014
J.P. Morgan April 2013 - January 2014
Wells Fargo June 2006 - April 2013
Occasions! January 2008 - December 2009
Skills
Microsoft Office, Team Leadership, Problem Solving, Event Planning, Sales, Retail Banking, Financial Services, Portfolio Management, Management, Access, Financial Analysis, Organizational..., Outlook, Finance, Banking, Credit, Analysis, Merchandising, Customer Service, Series 7
Education
Arizona State University 2011 — 2012
Organizational Studies, Focus on Small Business
Camilla Page Camilla Page's Crown Capital Securities, L.P. Experience August 2014 - Present
Job Marketing Director at The Retirement Source & Harbour Financial Group Inc.
Industry Investment Management
Experience
Crown Capital Securities, L.P. August 2014 - Present
Harbour Financial Group January 2014 - Present
The Retirement Source & Harbour Financial Group Inc. January 2014 - Present
Citi September 2010 - January 2014
Business Vision Developers, LLC May 2004 - June 2013
Cincy Internet Marketing August 2010 - December 2012
Pre-Paid Legal Services, Inc. April 2004 - December 2010
Dayspring Church of God January 2003 - December 2010
Dayspring Church of God February 2009 - May 2009
Rumford Industrial Group, Inc. May 2004 - May 2009
Skills
Strategic Planning, Public Speaking, Team Building, Customer Service, Budgets, Coaching, Entrepreneurship, Marketing, Leadership Development, Process Improvement, Leadership, Business, Social Media, Business Planning, Project Management, Sales, New Business Development, Non-profits, Training, Operations Management, Time Management, Management, Marketing Strategy, Business Development, Nonprofits, Retail, Advertising, Social Networking, Social Media Marketing, Strategy, Start-ups, Sales Operations, Finance, Management Consulting, Accounting, Analysis, Fundraising, Human Resources, Business Strategy, Contract Negotiation, Employee Benefits, Organizational...
Education
Internet Based Teacher - JLParis 2010 — 2010
Certificate, Advanced Internet Marketing
Virginia Polytechnic Institute and State University 1998 — 1998
Certificate, Leadership in Changing Times
Indiana University - Kelley School of Business 1979 — 1983
B.S. in Business, Accounting, Managment, Finance, Marketing
Crown Capital Securities, L.P. August 2014 - Present
Harbour Financial Group January 2014 - Present
The Retirement Source & Harbour Financial Group Inc. January 2014 - Present
Citi September 2010 - January 2014
Business Vision Developers, LLC May 2004 - June 2013
Cincy Internet Marketing August 2010 - December 2012
Pre-Paid Legal Services, Inc. April 2004 - December 2010
Dayspring Church of God January 2003 - December 2010
Dayspring Church of God February 2009 - May 2009
Rumford Industrial Group, Inc. May 2004 - May 2009
Skills
Strategic Planning, Public Speaking, Team Building, Customer Service, Budgets, Coaching, Entrepreneurship, Marketing, Leadership Development, Process Improvement, Leadership, Business, Social Media, Business Planning, Project Management, Sales, New Business Development, Non-profits, Training, Operations Management, Time Management, Management, Marketing Strategy, Business Development, Nonprofits, Retail, Advertising, Social Networking, Social Media Marketing, Strategy, Start-ups, Sales Operations, Finance, Management Consulting, Accounting, Analysis, Fundraising, Human Resources, Business Strategy, Contract Negotiation, Employee Benefits, Organizational...
Education
Internet Based Teacher - JLParis 2010 — 2010
Certificate, Advanced Internet Marketing
Virginia Polytechnic Institute and State University 1998 — 1998
Certificate, Leadership in Changing Times
Indiana University - Kelley School of Business 1979 — 1983
B.S. in Business, Accounting, Managment, Finance, Marketing
Richard Jackman Richard Jackman's Crown Capital Securities, L.P. Experience December 2014 - Present
Job Certified Financial Planner™ Practitioner specializing in Comprehensive Financial / Wealth Mgmt & Asset Protection
Industry Financial Services
Experience
Barth Financial Advisors, LLC June 1995 - Present
Crown Capital Securities, L.P. December 2014 - Present
Fortress Equity Mortgage March 1999 - Present
JW Cole June 2012 - December 2014
LPL Financial June 1995 - June 2012
The Hoover Company February 1988 - June 1995
Skills
Comprehensive Financial..., Alternative Investments, Wealth Management, Investment Advisory, Retirement Planning, Personal Tax Planning, Estate Planning, Succession Planning, Asset Protection, Financial Goals, Investments, International Investment, Financial Planners, Retirement, Risk Management, Series 7, Series 24, Series 31, Financial Advisory, Securities, Finance, Financial Services
Education
Institute of Business & Finance 2004 — 2009
MSFS, CFS, CAS, CTS, BCE, Financial Management
College for Financial Planning 1994 — 1999
CFP, CRPS, Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1989
Business Management and Finance
Chabot College 1986 — 1987
Economics & General Education
Barth Financial Advisors, LLC June 1995 - Present
Crown Capital Securities, L.P. December 2014 - Present
Fortress Equity Mortgage March 1999 - Present
JW Cole June 2012 - December 2014
LPL Financial June 1995 - June 2012
The Hoover Company February 1988 - June 1995
Skills
Comprehensive Financial..., Alternative Investments, Wealth Management, Investment Advisory, Retirement Planning, Personal Tax Planning, Estate Planning, Succession Planning, Asset Protection, Financial Goals, Investments, International Investment, Financial Planners, Retirement, Risk Management, Series 7, Series 24, Series 31, Financial Advisory, Securities, Finance, Financial Services
Education
Institute of Business & Finance 2004 — 2009
MSFS, CFS, CAS, CTS, BCE, Financial Management
College for Financial Planning 1994 — 1999
CFP, CRPS, Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1989
Business Management and Finance
Chabot College 1986 — 1987
Economics & General Education
Stuart Scibetta Stuart Scibetta's Crown Capital Securities, L.P. Experience August 2008 - October 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Arizona Realty One Group October 2009 - June 2013
Genworth Financial May 2011 - May 2013
Crown Capital Securities, L.P. August 2008 - October 2009
Dallas Real Estate January 2006 - October 2009
Wells Fargo Investments December 2007 - August 2008
Aspen Properties February 2005 - December 2005
Charles Schwab 1995 - 2005
Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Strategic Financial..., Fixed Annuities, Portfolio Management, FINRA, Asset Allocation, Asset Managment, Options, Financial Advisory, Investment Strategies, Bonds, ETFs, IRAs, Investment Advisory, Variable Annuities, Equities, Life Insurance, Financial Markets, 401k Rollovers, Wealth, Investment Management, Long Term Care Insurance, Series 9, Series 10, Series 66, Series 65, Financial Services
Education
Menlo College 1980 — 1984
Bridgemont High School
Escuela Internacional Sampedrana 1971 — 1976
St Martin's 1970 — 1971
Wells Fargo Advisors June 2013 - Present
Arizona Realty One Group October 2009 - June 2013
Genworth Financial May 2011 - May 2013
Crown Capital Securities, L.P. August 2008 - October 2009
Dallas Real Estate January 2006 - October 2009
Wells Fargo Investments December 2007 - August 2008
Aspen Properties February 2005 - December 2005
Charles Schwab 1995 - 2005
Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Strategic Financial..., Fixed Annuities, Portfolio Management, FINRA, Asset Allocation, Asset Managment, Options, Financial Advisory, Investment Strategies, Bonds, ETFs, IRAs, Investment Advisory, Variable Annuities, Equities, Life Insurance, Financial Markets, 401k Rollovers, Wealth, Investment Management, Long Term Care Insurance, Series 9, Series 10, Series 66, Series 65, Financial Services
Education
Menlo College 1980 — 1984
Bridgemont High School
Escuela Internacional Sampedrana 1971 — 1976
St Martin's 1970 — 1971
Tyler Galbraith's Crown Capital Securities, L.P. Experience March 2010 - May 2013
Job at Arnold Palmer Golf Management
Industry Leisure, Travel & Tourism
Experience
Arnold Palmer Golf Management June 2013 - Present
Golf Galaxy May 2010 - May 2013
Crown Capital Securities, L.P. March 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Social Media, Microsoft Word, Customer Service, Marketing, Social Media Marketing, Access, Non-profits
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Nevada-Las Vegas 2003 — 2006
Business, Management, Marketing, and Related Support Services
Arnold Palmer Golf Management June 2013 - Present
Golf Galaxy May 2010 - May 2013
Crown Capital Securities, L.P. March 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Social Media, Microsoft Word, Customer Service, Marketing, Social Media Marketing, Access, Non-profits
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Nevada-Las Vegas 2003 — 2006
Business, Management, Marketing, and Related Support Services
Paul Kafka's Crown Capital Securities, L.P. Experience January 1975 - Present
Job Financial Advisor at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities L.P. January 1975 - Present
Crown Capital Securities, L.P. January 1975 - Present
Financial Strategies January 1974 - Present
Skills
REIT, 1031 Exchanges, Oil & Gas Investments, Retirement Plan..., Indexed Annuities, Fixed Annuities, Mutual Funds, Income Protection, Bonds, Life Insurance, Health Insurance, Finance, Series 6, Disability Insurance, FINRA, IRAs, 401k, Pensions, Variable Annuities
Education
Benedictine College
Bachelor of Arts (B.A.), Economics
Crown Capital Securities L.P. January 1975 - Present
Crown Capital Securities, L.P. January 1975 - Present
Financial Strategies January 1974 - Present
Skills
REIT, 1031 Exchanges, Oil & Gas Investments, Retirement Plan..., Indexed Annuities, Fixed Annuities, Mutual Funds, Income Protection, Bonds, Life Insurance, Health Insurance, Finance, Series 6, Disability Insurance, FINRA, IRAs, 401k, Pensions, Variable Annuities
Education
Benedictine College
Bachelor of Arts (B.A.), Economics
Galbraith Scott's Crown Capital Securities, L.P. Experience February 2009 - Present
Job Registered Principal at Crown Capital Securities, L.P.
Industry Investment Management
Experience
Crown Capital Securities, L.P. February 2009 - Present
Signator Advisory Group June 2006 - February 2009
National Life Group January 1980 - June 2006
National Life of Vermont 1980 - 1997
Skills
Investments, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Equities, Due Diligence, Valuation, Investment Management
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Marketing/Marketing Management, General
Crown Capital Securities, L.P. February 2009 - Present
Signator Advisory Group June 2006 - February 2009
National Life Group January 1980 - June 2006
National Life of Vermont 1980 - 1997
Skills
Investments, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Equities, Due Diligence, Valuation, Investment Management
Education
Oregon State University 1973 — 1976
Bachelor of Science (BS), Marketing/Marketing Management, General
Bette Tydings's Crown Capital Securities, L.P. Experience 1990 - 2002
Job Owner, Tydings Wealth Management
Industry Financial Services
Experience
Tydings Wealth Management 1974 - Present
Crown Capital Securities, L.P. 1990 - 2002
Skills
Real Estate, Entrepreneurship, Strategic Planning, Social Media Marketing, Estate Planning, Social Media, Small Business, Blogging, Operations Management, Strategic Financial..., Retirement Planning, Long Term Care Insurance, IRAs, Investments, 401k Rollovers, Insurance, Sales, Financial Planners, Life Insurance, Leadership, Finance, Wealth, Management, 401k, Estate Tax Planning, Disability Insurance, Financial Planning
Education
California State University-Northridge 1964 — 1966
Bachelor of Arts (B.A.), Psychology
UCLA 1962 — 1964
Bachelor of Arts (BA), Psychology
Tydings Wealth Management 1974 - Present
Crown Capital Securities, L.P. 1990 - 2002
Skills
Real Estate, Entrepreneurship, Strategic Planning, Social Media Marketing, Estate Planning, Social Media, Small Business, Blogging, Operations Management, Strategic Financial..., Retirement Planning, Long Term Care Insurance, IRAs, Investments, 401k Rollovers, Insurance, Sales, Financial Planners, Life Insurance, Leadership, Finance, Wealth, Management, 401k, Estate Tax Planning, Disability Insurance, Financial Planning
Education
California State University-Northridge 1964 — 1966
Bachelor of Arts (B.A.), Psychology
UCLA 1962 — 1964
Bachelor of Arts (BA), Psychology
Henrik Sundstedt's Crown Capital Securities, L.P. Experience
Job Executive Vice President at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P.
Skills
Wealth Management, Series 7, Retirement Planning
Education
University of California, Riverside 1986 — 1990
BS, Business Administration
Crown Capital Securities, L.P.
Skills
Wealth Management, Series 7, Retirement Planning
Education
University of California, Riverside 1986 — 1990
BS, Business Administration
Lindsay Fawcett's Crown Capital Securities, L.P. Experience September 2012 - Present
Job Special Events Assistant at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P. September 2012 - Present
Miller's Preschool & Child Care April 2010 - September 2012
Skills
Childcare, Typing, Reading, Writing, Creative Writing, Essays, General Advice, Reasoning Skills, American English
Education
Santa Ana College 2011 — 2014
Crown Capital Securities, L.P. September 2012 - Present
Miller's Preschool & Child Care April 2010 - September 2012
Skills
Childcare, Typing, Reading, Writing, Creative Writing, Essays, General Advice, Reasoning Skills, American English
Education
Santa Ana College 2011 — 2014
Odin Helgerson's Crown Capital Securities, L.P. Experience May 2003 - Present
Job Investment Representative at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P. May 2003 - Present
Cambridge Investment Research December 2001 - May 2003
Financial Network Invevestment Corp. September 1992 - December 2001
Education
St. Cloud State Universtiy 1988 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
The University of North Dakota 1982 — 1984
Bachelor of Science in Business Administration, Economics
Crown Capital Securities, L.P. May 2003 - Present
Cambridge Investment Research December 2001 - May 2003
Financial Network Invevestment Corp. September 1992 - December 2001
Education
St. Cloud State Universtiy 1988 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
The University of North Dakota 1982 — 1984
Bachelor of Science in Business Administration, Economics