Diversified Financial Concepts
Diversified Financial Concepts List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Diversified Financial Concepts. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Diversified Financial Concepts Salaries. You can even request information on how much does Diversified Financial Concepts pay if you want to. Learn about salaries, pros and cons of working for Diversified Financial Concepts directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
37 Diversified Financial Concepts employees in database. Find out everything there's to know about Diversified Financial Concepts 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.
Diversified Financial Concepts Employees
Employee
Years
Job
Industry
Allen Harrison Allen Harrison's Diversified Financial Concepts Experience February 2010 - February 2012
Job Co Founder at Bentley Insurance
Industry Insurance
Experience
Bentley Insurance April 2015 - Present
Royalty Insurance November 2013 - Present
State Farm February 2012 - February 2015
WTWG Radio January 2010 - February 2013
Diversified Financial Concepts February 2010 - February 2012
Mississippi University for Women June 2011 - August 2011
Maytag Laundromat August 2005 - October 2006
Sears, Roebuck and Co. January 2001 - January 2005
Skills
Recruiting, Talent Acquisition, Strategic Financial..., Insurance, Retirement, Investments, Employee Training, Banking, Customer Service, Wealth Management, Leadership Development, Leadership, Financial Analysis, Training, Entrepreneurship, Sales
Education
Mississippi State University 1996 — 1997
Engineering
Jackson State University 1994 — 1996
Engineering
Bentley Insurance April 2015 - Present
Royalty Insurance November 2013 - Present
State Farm February 2012 - February 2015
WTWG Radio January 2010 - February 2013
Diversified Financial Concepts February 2010 - February 2012
Mississippi University for Women June 2011 - August 2011
Maytag Laundromat August 2005 - October 2006
Sears, Roebuck and Co. January 2001 - January 2005
Skills
Recruiting, Talent Acquisition, Strategic Financial..., Insurance, Retirement, Investments, Employee Training, Banking, Customer Service, Wealth Management, Leadership Development, Leadership, Financial Analysis, Training, Entrepreneurship, Sales
Education
Mississippi State University 1996 — 1997
Engineering
Jackson State University 1994 — 1996
Engineering
Jake Parmer Jake Parmer's Diversified Financial Concepts Experience May 1996 - June 1997
Job Franchise Director at Dickey's Barbecue Restaurants, Inc.
Industry Restaurants
Experience
Dickey's Barbecue Restaurants, Inc. May 2015 - Present
Synergy Pacific Management, LLC April 2003 - May 2015
Millenium Management Group July 1997 - March 2003
Diversified Financial Concepts May 1996 - June 1997
Skills
Restaurant Management, New Store Openings, P&L Analysis, Menu Development, Multi Unit, POS Programming, Leadership Development, Organizational..., Product Development, Training, Restaurants, Food Service, Labor Control, Hiring, P&L, Multi-unit, Income Statement, Programming, Budgets, Catering, Customer Service, Leadership, Management, Multi-Unit, Team Building, Sales, P, Strategic Planning, Hospitality, Inventory Management, Food, Customer Satisfaction, Marketing Strategy, Operations Management, Food
Education
California State University-Chico 1992 — 1996
Bachelor of Science (B.S.), Business Management
Woodbridge 1988 — 1991
General Studies
Dickey's Barbecue Restaurants, Inc. May 2015 - Present
Synergy Pacific Management, LLC April 2003 - May 2015
Millenium Management Group July 1997 - March 2003
Diversified Financial Concepts May 1996 - June 1997
Skills
Restaurant Management, New Store Openings, P&L Analysis, Menu Development, Multi Unit, POS Programming, Leadership Development, Organizational..., Product Development, Training, Restaurants, Food Service, Labor Control, Hiring, P&L, Multi-unit, Income Statement, Programming, Budgets, Catering, Customer Service, Leadership, Management, Multi-Unit, Team Building, Sales, P, Strategic Planning, Hospitality, Inventory Management, Food, Customer Satisfaction, Marketing Strategy, Operations Management, Food
Education
California State University-Chico 1992 — 1996
Bachelor of Science (B.S.), Business Management
Woodbridge 1988 — 1991
General Studies
Angela Wright, MBA, CFP® Angela Wright, MBA, CFP®'s Diversified Financial Concepts Experience June 2003 - July 2006
Job Partner & Chief Operating Officer
Industry Financial Services
Experience
Del Monte Group, LLC July 2008 - Present
YCMNET Advisors August 2006 - July 2008
Diversified Financial Concepts June 2003 - July 2006
Skills
Portfolio Management, Strategic Planning, Asset Management, Public Speaking, Asset Managment, Financial Planning
Education
St. Mary's College of California 2010 — 2011
MBA
California State University-Chico 2001 — 2003
B.S., Business Administration, concentration in Financial Services
Castro Valley High
Del Monte Group, LLC July 2008 - Present
YCMNET Advisors August 2006 - July 2008
Diversified Financial Concepts June 2003 - July 2006
Skills
Portfolio Management, Strategic Planning, Asset Management, Public Speaking, Asset Managment, Financial Planning
Education
St. Mary's College of California 2010 — 2011
MBA
California State University-Chico 2001 — 2003
B.S., Business Administration, concentration in Financial Services
Castro Valley High
Pam Blodgett, CFP®, RFC, LUTCF Pam Blodgett, CFP®, RFC, LUTCF's Diversified Financial Concepts Experience 2006 - 2014
Job Financial Consultant at Blodgett Wealth Management
Industry Financial Services
Experience
Blodgett Wealth Management January 2014 - Present
Diversified Financial Concepts 2006 - 2014
Invest Financial 2006 - 2013
Lincoln Financial Group 1994 - April 2006
Skills
Registered Financial..., RFC, LUTCF, Wealth Management..., CERTIFIED FINANCIAL..., Retirement, Fixed Annuities, Investments, Wealth Management, Financial Planning, Financial Services
Education
Albion College
Bachelor's degree, Business
Arizona State University
Ferris State University
Blodgett Wealth Management January 2014 - Present
Diversified Financial Concepts 2006 - 2014
Invest Financial 2006 - 2013
Lincoln Financial Group 1994 - April 2006
Skills
Registered Financial..., RFC, LUTCF, Wealth Management..., CERTIFIED FINANCIAL..., Retirement, Fixed Annuities, Investments, Wealth Management, Financial Planning, Financial Services
Education
Albion College
Bachelor's degree, Business
Arizona State University
Ferris State University
Patrick Hunn Patrick Hunn's Diversified Financial Concepts Experience December 2004 - September 2005
Job Associate General Counsel
Industry Law Practice
Experience
Grand Rivers Community Bank March 2015 - Present
Union County State's Attorney's Office August 2014 - February 2015
HeplerBroom LLC May 2014 - August 2014
U.S. BANK May 2010 - August 2012
Fifth Third Bank September 2005 - January 2009
Fifth Third Bank September 2005 - January 2009
Diversified Financial Concepts December 2004 - September 2005
Skills
Portfolio Management, Sales, Cross Selling, Training, Customer Service, Banking, Credit, Retail Banking, Small Business Lending, Consumer Lending, Strategic Financial..., Wealth Management, Leadership, Customer Retention, Finance, Management, Branch Banking, Commercial Lending, Legal Research
Education
Southern Illinois University School of Law 2012 — 2014
Juris Doctor (J.D.), Litigation
Illinois State University 2000 — 2004
Bachelor of Science, Economics
Grand Rivers Community Bank March 2015 - Present
Union County State's Attorney's Office August 2014 - February 2015
HeplerBroom LLC May 2014 - August 2014
U.S. BANK May 2010 - August 2012
Fifth Third Bank September 2005 - January 2009
Fifth Third Bank September 2005 - January 2009
Diversified Financial Concepts December 2004 - September 2005
Skills
Portfolio Management, Sales, Cross Selling, Training, Customer Service, Banking, Credit, Retail Banking, Small Business Lending, Consumer Lending, Strategic Financial..., Wealth Management, Leadership, Customer Retention, Finance, Management, Branch Banking, Commercial Lending, Legal Research
Education
Southern Illinois University School of Law 2012 — 2014
Juris Doctor (J.D.), Litigation
Illinois State University 2000 — 2004
Bachelor of Science, Economics
Jason Kaber Jason Kaber's Diversified Financial Concepts Experience April 2003 - October 2003
Job
Industry Marketing and Advertising
Experience
igottadrive.com January 2012 - Present
Independent January 2011 - Present
Fresh Homes LLC August 2005 - January 2011
Mr. Rooter Plumbing October 2003 - August 2005
Diversified Financial Concepts April 2003 - October 2003
Mid Size Infrastructure Companies May 1999 - October 2003
Skills
Marketing, Entrepreneurship, Business Development, Sales, Management, Project Management, Negotiation, Lead Generation, Consulting, Online Marketing, Real Estate, Affiliate Marketing, Strategic Partnerships, E-commerce, Online Advertising, Investments, Big-picture Thinking, Sponsorship, Start-ups, Web Marketing, Professional..., Team-oriented, Project Facilitation, Intuitive, Tenacious, Big Picture Thinking, Project..., Innovative Problem..., Attention To Detail, Customer Focus, Marketing Strategy, New Business Development
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Business Management
Finger Lakes Community College 1993 — 1995
Associates, Architectural Design and Drafting
igottadrive.com January 2012 - Present
Independent January 2011 - Present
Fresh Homes LLC August 2005 - January 2011
Mr. Rooter Plumbing October 2003 - August 2005
Diversified Financial Concepts April 2003 - October 2003
Mid Size Infrastructure Companies May 1999 - October 2003
Skills
Marketing, Entrepreneurship, Business Development, Sales, Management, Project Management, Negotiation, Lead Generation, Consulting, Online Marketing, Real Estate, Affiliate Marketing, Strategic Partnerships, E-commerce, Online Advertising, Investments, Big-picture Thinking, Sponsorship, Start-ups, Web Marketing, Professional..., Team-oriented, Project Facilitation, Intuitive, Tenacious, Big Picture Thinking, Project..., Innovative Problem..., Attention To Detail, Customer Focus, Marketing Strategy, New Business Development
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Business Management
Finger Lakes Community College 1993 — 1995
Associates, Architectural Design and Drafting
Sean Donnelly Sean Donnelly's Diversified Financial Concepts Experience November 1995 - September 1996
Job Pacific Coast Financial Planning Group, Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Anthony Roth Anthony Roth's Diversified Financial Concepts Experience November 1997 - September 1999
Job Business System Manager at California Hospital Association
Industry Information Services
Experience
California Hospital Association April 2015 - Present
TDIC Insurance Solutions February 2005 - April 2014
CDA / TDIC Insurance Solutions October 2002 - February 2005
TDIC Insurance Solutions May 2000 - October 2002
TDIC Insurance Solutions December 1999 - May 2000
Select Producers Insurance Marketing, Inc. September 1998 - December 1999
Diversified Financial Concepts November 1997 - September 1999
United States Marine Corps April 1990 - November 1997
Skills
Insurance, Health Insurance, Life Insurance, Property & Casualty..., Team Building, Term Life Insurance, Sales Management, Commercial Insurance, Workers Compensation, General Insurance, Employee Benefits, Medicare, Disability Insurance, Change Management, Business Process..., Project Management, Relational Databases, Workflow Management, Crystal Reports, Query Writing, Report Writing, Team Leadership, Job Coaching, Team Motivation, Customer Service, Strategic Planning, Management, Leadership, Sales, Public Speaking, Strategy, CRM, Marketing, Microsoft Office, Program Management, Process Improvement
Education
University of San Francisco 2004 — 2006
Bachelor's degree, Management Information Systems, General
West Hills College Lemoore 1995 — 1997
Associate's degree, General Studies
Nevada Union High School 1986 — 1989
General Education
California Hospital Association April 2015 - Present
TDIC Insurance Solutions February 2005 - April 2014
CDA / TDIC Insurance Solutions October 2002 - February 2005
TDIC Insurance Solutions May 2000 - October 2002
TDIC Insurance Solutions December 1999 - May 2000
Select Producers Insurance Marketing, Inc. September 1998 - December 1999
Diversified Financial Concepts November 1997 - September 1999
United States Marine Corps April 1990 - November 1997
Skills
Insurance, Health Insurance, Life Insurance, Property & Casualty..., Team Building, Term Life Insurance, Sales Management, Commercial Insurance, Workers Compensation, General Insurance, Employee Benefits, Medicare, Disability Insurance, Change Management, Business Process..., Project Management, Relational Databases, Workflow Management, Crystal Reports, Query Writing, Report Writing, Team Leadership, Job Coaching, Team Motivation, Customer Service, Strategic Planning, Management, Leadership, Sales, Public Speaking, Strategy, CRM, Marketing, Microsoft Office, Program Management, Process Improvement
Education
University of San Francisco 2004 — 2006
Bachelor's degree, Management Information Systems, General
West Hills College Lemoore 1995 — 1997
Associate's degree, General Studies
Nevada Union High School 1986 — 1989
General Education
Hannah Royce Hannah Royce's Diversified Financial Concepts Experience October 2013 - March 2014
Job Vocalist at Royce.2 Vocals
Industry Music
Experience
Wolverine World Wide October 2014 - Present
Royce Rolls Ringer Co. June 2013 - Present
Royce.2 Vocals September 2000 - Present
Girl Power Cleaning June 2008 - August 2014
Rita Girl's Boutique Bakery September 2013 - June 2014
Diversified Financial Concepts October 2013 - March 2014
Kalamazoo College Acappella (Limelights) June 2011 - June 2012
Global Vision International April 2010 - May 2010
Balkan Heritage July 2009 - August 2009
Royce Rolls Ringer Co. May 2006 - September 2006
Skills
Music, Singing, Microsoft Office, Piano, Composition, Music Theory, Songwriting, Social Media, PowerPoint, Time Management, Social Networking, Teaching, Qualitative Research, Organizational..., Home Care, Window Cleaning, Floor Cleaning, Deliveries, Project Planning, Website Development, Equipment Maintenance, Secretarial Skills, Musicians, Band, Conducting, Orchestration, Choral, Vocal, Bands
Education
Kalamazoo College 2008 — 2012
Bachelors of Arts in Music, Music Performance
Bristol University 2011 — 2011
Bachelor of Arts (BA), Archaeology and Anthropology
Wolverine World Wide October 2014 - Present
Royce Rolls Ringer Co. June 2013 - Present
Royce.2 Vocals September 2000 - Present
Girl Power Cleaning June 2008 - August 2014
Rita Girl's Boutique Bakery September 2013 - June 2014
Diversified Financial Concepts October 2013 - March 2014
Kalamazoo College Acappella (Limelights) June 2011 - June 2012
Global Vision International April 2010 - May 2010
Balkan Heritage July 2009 - August 2009
Royce Rolls Ringer Co. May 2006 - September 2006
Skills
Music, Singing, Microsoft Office, Piano, Composition, Music Theory, Songwriting, Social Media, PowerPoint, Time Management, Social Networking, Teaching, Qualitative Research, Organizational..., Home Care, Window Cleaning, Floor Cleaning, Deliveries, Project Planning, Website Development, Equipment Maintenance, Secretarial Skills, Musicians, Band, Conducting, Orchestration, Choral, Vocal, Bands
Education
Kalamazoo College 2008 — 2012
Bachelors of Arts in Music, Music Performance
Bristol University 2011 — 2011
Bachelor of Arts (BA), Archaeology and Anthropology
Matthew Linn Matthew Linn's Diversified Financial Concepts Experience July 1998 - August 2000
Job Owner of Consider It Done Property Management
Industry Individual & Family Services
Experience
Nwestco LLC October 2013 - April 2014
Northwest Fuel Systems, Inc. June 2002 - September 2013
Great-West Life September 2000 - June 2002
Diversified Financial Concepts July 1998 - August 2000
Skills
Financial Analysis, Budgets, Financial Reporting
Education
Pensacola Christian College 1994 — 1998
Bachelor of Science (B.S.), Marketing
Pensacola Christian College 1994 — 1998
Bachelor of Science (B.S.), Management
Nwestco LLC October 2013 - April 2014
Northwest Fuel Systems, Inc. June 2002 - September 2013
Great-West Life September 2000 - June 2002
Diversified Financial Concepts July 1998 - August 2000
Skills
Financial Analysis, Budgets, Financial Reporting
Education
Pensacola Christian College 1994 — 1998
Bachelor of Science (B.S.), Marketing
Pensacola Christian College 1994 — 1998
Bachelor of Science (B.S.), Management
M. Wayne McFarland's Diversified Financial Concepts Experience February 2014 - Present
Job Owner, Diversified Financial Concepts
Industry Financial Services
Experience
Diversified Financial Concepts February 2014 - Present
Skills
Investments, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Negotiation, Marketing Strategy, Sales, Real Estate, Public Speaking, Team Building, Microsoft Office, Portfolio Management, Strategic Planning, Term Life Insurance, Finance, Fixed Annuities, Leadership, Financial Services, Investment Advisory, Long-term Care, Asset Management
Education
University of Central Florida 1977 — 1982
BS, Psychology
Diversified Financial Concepts February 2014 - Present
Skills
Investments, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Negotiation, Marketing Strategy, Sales, Real Estate, Public Speaking, Team Building, Microsoft Office, Portfolio Management, Strategic Planning, Term Life Insurance, Finance, Fixed Annuities, Leadership, Financial Services, Investment Advisory, Long-term Care, Asset Management
Education
University of Central Florida 1977 — 1982
BS, Psychology
John J. Aguilera John J. Aguilera's Diversified Financial Concepts Experience May 1990 - April 1997
Job Deputy Mayor at City of Vista
Industry Financial Services
Experience
City of Vista December 2014 - Present
City of Vista January 2010 - Present
Advanced Financial Solutions June 1997 - Present
City of Vista December 2010 - December 2011
Diversified Financial Concepts May 1990 - April 1997
Skills
Public Speaking, Community Outreach, Community Development, Non-profits, Local Government, Strategic Planning, Economic Development, Policy, Fundraising, Leadership, Media Relations, Budgets, Research, Project Management, Nonprofits, Program Management, Sales, Team Leadership, Event Management, Team Building, Organizational..., Volunteer Management, Program Development, Strategic Communications, Training, Editing, Public Policy, Coaching, Social Networking, Marketing, Marketing Communications, Analysis, Social Media Marketing, Leadership Development, Land Use Planning, Project Planning, Sustainability, Customer Service, Press Releases, Small Business, Land Use, Legislative Relations, Advertising, Marketing Strategy, Management
Education
University of California, San Diego 1985 — 1990
B.A., Quantitative Economics and Decision Science
City of Vista December 2014 - Present
City of Vista January 2010 - Present
Advanced Financial Solutions June 1997 - Present
City of Vista December 2010 - December 2011
Diversified Financial Concepts May 1990 - April 1997
Skills
Public Speaking, Community Outreach, Community Development, Non-profits, Local Government, Strategic Planning, Economic Development, Policy, Fundraising, Leadership, Media Relations, Budgets, Research, Project Management, Nonprofits, Program Management, Sales, Team Leadership, Event Management, Team Building, Organizational..., Volunteer Management, Program Development, Strategic Communications, Training, Editing, Public Policy, Coaching, Social Networking, Marketing, Marketing Communications, Analysis, Social Media Marketing, Leadership Development, Land Use Planning, Project Planning, Sustainability, Customer Service, Press Releases, Small Business, Land Use, Legislative Relations, Advertising, Marketing Strategy, Management
Education
University of California, San Diego 1985 — 1990
B.A., Quantitative Economics and Decision Science
Josh Gilliam's Diversified Financial Concepts Experience June 1999 - April 2007
Job Sales Manager at Hilton Hotel & Suites
Industry Hospitality
Experience
Hilton Hotel & Suites September 2011 - Present
Washington Township Little League 2011 - Present
Caribbean Cove Hotel & Water Park June 2011 - September 2011
Holiday Inn North At The Pyramids March 2009 - June 2011
The Hartford April 2007 - January 2008
Diversified Financial Concepts June 1999 - April 2007
Ball State University January 1997 - January 1999
Skills
Hospitality Management, Financial Management, Sales Management, Managerial Finance, Delphi, Customer Service, Problem Solving, Microsoft Office, Leadership, Coaching, Organization, Strategic Planning, Hospitality, Project Planning, Hotels, Sales, Budgets, Teamwork, Hospitality Industry, Networking, Negotiation, Sports, Volunteering, Customer Satisfaction, Program Management, Event Planning, Marketing, Food & Beverage, Meeting Planning
Education
Ball State University 1995 — 1999
Bachelor's Degree, Business; Finance, 3.578
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Hilton Hotel & Suites September 2011 - Present
Washington Township Little League 2011 - Present
Caribbean Cove Hotel & Water Park June 2011 - September 2011
Holiday Inn North At The Pyramids March 2009 - June 2011
The Hartford April 2007 - January 2008
Diversified Financial Concepts June 1999 - April 2007
Ball State University January 1997 - January 1999
Skills
Hospitality Management, Financial Management, Sales Management, Managerial Finance, Delphi, Customer Service, Problem Solving, Microsoft Office, Leadership, Coaching, Organization, Strategic Planning, Hospitality, Project Planning, Hotels, Sales, Budgets, Teamwork, Hospitality Industry, Networking, Negotiation, Sports, Volunteering, Customer Satisfaction, Program Management, Event Planning, Marketing, Food & Beverage, Meeting Planning
Education
Ball State University 1995 — 1999
Bachelor's Degree, Business; Finance, 3.578
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
David Lacher David Lacher's Diversified Financial Concepts Experience January 2000 - January 2001
Job Field Service Project Lead at PaR Systems
Industry Machinery
Experience
PaR Systems October 2014 - Present
PaR Systems, Inc. July 2011 - October 2014
PaR Systems, Inc September 2002 - August 2011
Radisson Plaza Hotel January 2001 - January 2002
Diversified Financial Concepts January 2000 - January 2001
Radisson Hotel Fargo January 1998 - January 2000
Skills
Metrology, Calibration, International Relations, Aerospace, Robotics, Automation, Planning, Lean Manufacturing, Continuous Improvement, Project Planning, Manufacturing
Education
Dunwoody College 2001 — 2003
A.A.S, Automated Systems and Robotics
Concordia College 1996 — 2000
B.A, Communications; Organizational Communication
PaR Systems October 2014 - Present
PaR Systems, Inc. July 2011 - October 2014
PaR Systems, Inc September 2002 - August 2011
Radisson Plaza Hotel January 2001 - January 2002
Diversified Financial Concepts January 2000 - January 2001
Radisson Hotel Fargo January 1998 - January 2000
Skills
Metrology, Calibration, International Relations, Aerospace, Robotics, Automation, Planning, Lean Manufacturing, Continuous Improvement, Project Planning, Manufacturing
Education
Dunwoody College 2001 — 2003
A.A.S, Automated Systems and Robotics
Concordia College 1996 — 2000
B.A, Communications; Organizational Communication
Jeremy Hansmann, CSWA Jeremy Hansmann, CSWA's Diversified Financial Concepts Experience 2000 - 2002
Job Biomedical Engineering
Industry Medical Devices
Experience
ZimmerBiomet Spine February 2014 - Present
Simple Business Solutions LLC October 2007 - August 2010
Principal Financial Group 2007 - 2008
Financial Architect Network, Inc. 2004 - October 2007
Jackson National LIfe 2002 - 2003
Diversified Financial Concepts 2000 - 2002
Skills
ISO 17025, Solidworks, Financial Analysis, Management, MathCAD, Investments, Matlab, Microsoft Excel, Small Business, 3D Modeling, Product Design, Strategic Financial..., Biomedical Devices, EES, Finite Element Analysis, Biomedical Engineering, Mechanical Engineering, AutoCAD, Technical Writing, Sales Management, Biomechanics, Sales Presentations, NI LabVIEW, Sales Process, Direct Sales, Financial Planning, Financial Modeling, Financial Management, Financial Advisory, Financial Markets, Cold Calling, Marketing Strategy, Business Planning, Business Strategy, Business Management, Project Management, Coaching, PowerPoint, Mathematica, Microsoft Word, Laboratory, Labview, Dynamics, Statistical Modeling
Education
Colorado School of Mines 2009 — 2015
BS, Mechanical Engineering
Colorado State University 1995 — 2000
BS-Business Administration, Finance/Economics
ZimmerBiomet Spine February 2014 - Present
Simple Business Solutions LLC October 2007 - August 2010
Principal Financial Group 2007 - 2008
Financial Architect Network, Inc. 2004 - October 2007
Jackson National LIfe 2002 - 2003
Diversified Financial Concepts 2000 - 2002
Skills
ISO 17025, Solidworks, Financial Analysis, Management, MathCAD, Investments, Matlab, Microsoft Excel, Small Business, 3D Modeling, Product Design, Strategic Financial..., Biomedical Devices, EES, Finite Element Analysis, Biomedical Engineering, Mechanical Engineering, AutoCAD, Technical Writing, Sales Management, Biomechanics, Sales Presentations, NI LabVIEW, Sales Process, Direct Sales, Financial Planning, Financial Modeling, Financial Management, Financial Advisory, Financial Markets, Cold Calling, Marketing Strategy, Business Planning, Business Strategy, Business Management, Project Management, Coaching, PowerPoint, Mathematica, Microsoft Word, Laboratory, Labview, Dynamics, Statistical Modeling
Education
Colorado School of Mines 2009 — 2015
BS, Mechanical Engineering
Colorado State University 1995 — 2000
BS-Business Administration, Finance/Economics
Tim Rosenberry Tim Rosenberry's Diversified Financial Concepts Experience April 2005 - March 2007
Job Manager of Residential Services at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable August 2015 - Present
Comcast Business March 2014 - August 2015
Comcast June 2012 - March 2014
tasteroom.com July 2010 - February 2014
Comcast Cable August 2009 - June 2012
Top Quality E-Marketing January 2011 - August 2011
Rosenberry Financial Partners, LLC March 2007 - August 2009
Woodbury Financial March 2007 - August 2009
Diversified Financial Concepts April 2005 - March 2007
Integrated Services, Inc. June 1997 - April 2005
Skills
Sales, Wine, Direct Sales, Sales Management, Time Management, Management, Leadership, Marketing Strategy, Recruiting, Coaching, Strategic Planning, Training, Team Leadership, Leadership Development, Cross-functional Team..., Team Mentoring, Personality Assessment, Team Building, Sales Management..., Commercial Sales, Mentoring, Social Media Marketing, Event Management, Brand Development, Customer Service, Marketing, Social Media, Account Management
Education
Messiah College 1992 — 1996
BA, Psychology
Comcast Cable August 2015 - Present
Comcast Business March 2014 - August 2015
Comcast June 2012 - March 2014
tasteroom.com July 2010 - February 2014
Comcast Cable August 2009 - June 2012
Top Quality E-Marketing January 2011 - August 2011
Rosenberry Financial Partners, LLC March 2007 - August 2009
Woodbury Financial March 2007 - August 2009
Diversified Financial Concepts April 2005 - March 2007
Integrated Services, Inc. June 1997 - April 2005
Skills
Sales, Wine, Direct Sales, Sales Management, Time Management, Management, Leadership, Marketing Strategy, Recruiting, Coaching, Strategic Planning, Training, Team Leadership, Leadership Development, Cross-functional Team..., Team Mentoring, Personality Assessment, Team Building, Sales Management..., Commercial Sales, Mentoring, Social Media Marketing, Event Management, Brand Development, Customer Service, Marketing, Social Media, Account Management
Education
Messiah College 1992 — 1996
BA, Psychology
Jennifer Toth Jennifer Toth's Diversified Financial Concepts Experience July 2001 - May 2005
Job Title IX Officer for Staff at James Madison University
Industry Higher Education
Experience
James Madison University January 2015 - Present
James Madison University March 2010 - Present
James Madison University September 2012 - August 2013
Rockingham Memorial Hospital October 2008 - March 2010
AXA Advisors May 2005 - September 2008
Diversified Financial Concepts July 2001 - May 2005
Skills
Human Resources, Customer Service, Policy, New Hire Orientations, Employee Benefits, Talent Acquisition, Employee Relations, Leadership Development, Outlook, Recruiting, Performance Management, PowerPoint, Coaching, Microsoft Office, Microsoft Excel, Management, Deferred Compensation, Training, Interviews, Staff Development, Applicant Tracking..., Organizational..., Employee Engagement, Personnel Management, Onboarding, Conflict Resolution, Screening, Benefits Administration, Resume Writing, HRIS, Career Development
Education
James Madison University 2011 — 2015
Master’s Degree, M.S.Ed. Adult Education and Human Resource Development
James Madison University 1998 — 2000
BBA, Management, Human Resources
Lord Fairfax Community College 1996 — 1998
Associates Degree, Business Administration
James Madison University January 2015 - Present
James Madison University March 2010 - Present
James Madison University September 2012 - August 2013
Rockingham Memorial Hospital October 2008 - March 2010
AXA Advisors May 2005 - September 2008
Diversified Financial Concepts July 2001 - May 2005
Skills
Human Resources, Customer Service, Policy, New Hire Orientations, Employee Benefits, Talent Acquisition, Employee Relations, Leadership Development, Outlook, Recruiting, Performance Management, PowerPoint, Coaching, Microsoft Office, Microsoft Excel, Management, Deferred Compensation, Training, Interviews, Staff Development, Applicant Tracking..., Organizational..., Employee Engagement, Personnel Management, Onboarding, Conflict Resolution, Screening, Benefits Administration, Resume Writing, HRIS, Career Development
Education
James Madison University 2011 — 2015
Master’s Degree, M.S.Ed. Adult Education and Human Resource Development
James Madison University 1998 — 2000
BBA, Management, Human Resources
Lord Fairfax Community College 1996 — 1998
Associates Degree, Business Administration
Brett Bennett Brett Bennett's Diversified Financial Concepts Experience November 2001 - August 2002
Job General Manager at American Insurance Brokers, Inc./ AAQHC, an Administrator.
Industry Insurance
Experience
American Insurance Brokers, Inc./ AAQHC April 2014 - Present
California Health Plans October 2005 - May 2014
Enterprise Rent-A-Car November 2002 - October 2005
Diversified Financial Concepts November 2001 - August 2002
Skills
Project Management, Health Insurance, Customer Service, Insurance, Retirement, Strategic Financial..., Sales, Estate Planning, Microsoft Office, Data Analysis, Merchandising, Employee Benefits, Life Insurance, Account Management, Sales Management, Team Building, Medicare, Health Savings Accounts, Small Business, Term Life Insurance, Brokers, Customer Retention, Disability Insurance, Underwriting, Management, Financial Planning, Strategic Planning, Long-term Care, Leadership, Workers Compensation, Benefits Administration, New Business Development, Marketing
Education
University of Puget Sound 1997 — 2001
BS, Economics
American Insurance Brokers, Inc./ AAQHC April 2014 - Present
California Health Plans October 2005 - May 2014
Enterprise Rent-A-Car November 2002 - October 2005
Diversified Financial Concepts November 2001 - August 2002
Skills
Project Management, Health Insurance, Customer Service, Insurance, Retirement, Strategic Financial..., Sales, Estate Planning, Microsoft Office, Data Analysis, Merchandising, Employee Benefits, Life Insurance, Account Management, Sales Management, Team Building, Medicare, Health Savings Accounts, Small Business, Term Life Insurance, Brokers, Customer Retention, Disability Insurance, Underwriting, Management, Financial Planning, Strategic Planning, Long-term Care, Leadership, Workers Compensation, Benefits Administration, New Business Development, Marketing
Education
University of Puget Sound 1997 — 2001
BS, Economics
Josh Moullet Josh Moullet's Diversified Financial Concepts Experience October 2004 - August 2009
Job Financial Advisor
Industry Financial Services
Experience
Moullet Wealth Management August 2009 - Present
Diversified Financial Concepts October 2004 - August 2009
Skills
Finance, Wealth Management, Investments, High Net Worth..., Strategic Financial..., Portfolio Management, Management, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Equities, Financial Planning
Education
Biola University 2000 — 2004
Moullet Wealth Management August 2009 - Present
Diversified Financial Concepts October 2004 - August 2009
Skills
Finance, Wealth Management, Investments, High Net Worth..., Strategic Financial..., Portfolio Management, Management, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Equities, Financial Planning
Education
Biola University 2000 — 2004
Jill Gutzmer Jill Gutzmer's Diversified Financial Concepts Experience 2000 - 2002
Job Senior Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. September 2008 - February 2010
Wells Fargo 2005 - 2008
Wells Fargo 2002 - 2005
Diversified Financial Concepts 2000 - 2002
Skills
Strategic Consulting, Team Leadership, Thought Leadership, Sales Process, Building Effective...
Education
Winona State University 1998 — 2000
Bachelor's degree, Marketing
Drake University 1996 — 1998
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. September 2008 - February 2010
Wells Fargo 2005 - 2008
Wells Fargo 2002 - 2005
Diversified Financial Concepts 2000 - 2002
Skills
Strategic Consulting, Team Leadership, Thought Leadership, Sales Process, Building Effective...
Education
Winona State University 1998 — 2000
Bachelor's degree, Marketing
Drake University 1996 — 1998
Ona Cavassa's Diversified Financial Concepts Experience January 1997 - September 1997
Job Ona Cavassa Director Nerium International
Industry Cosmetics
Experience
Nerium International June 2012 - Present
Ona Cavassa - Director Nerium International June 2012 - Present
Nerium International 2012 - 2013
ING Investment Management September 1997 - April 2005
Diversified Financial Concepts January 1997 - September 1997
Skills
Marketing, Social Networking, Data Entry, Public Speaking, Outlook, Training, Microsoft Word, Social Media, Team Building, Wellness, Social Media Marketing, Fitness, Sales Management, Marketing Strategy, Strategic Planning, Project Management, Team Leadership, Coaching, Retail, Skin Care, Event Planning, Event Management, Account Management, Business Planning, Small Business, Entrepreneurship, Home Based Business, Skin, Network Marketing, Beauty Industry, Cosmetics, Spa, Makeup Artistry, Skin Care Products, Lifestyle, Supplements, Cosmetology, Customer Service, Sales, Leadership, Advertising
Education
Emporia State University 1984 — 1986
Fashion Merchandising
Hesston High School 1980 — 1984
Nerium International June 2012 - Present
Ona Cavassa - Director Nerium International June 2012 - Present
Nerium International 2012 - 2013
ING Investment Management September 1997 - April 2005
Diversified Financial Concepts January 1997 - September 1997
Skills
Marketing, Social Networking, Data Entry, Public Speaking, Outlook, Training, Microsoft Word, Social Media, Team Building, Wellness, Social Media Marketing, Fitness, Sales Management, Marketing Strategy, Strategic Planning, Project Management, Team Leadership, Coaching, Retail, Skin Care, Event Planning, Event Management, Account Management, Business Planning, Small Business, Entrepreneurship, Home Based Business, Skin, Network Marketing, Beauty Industry, Cosmetics, Spa, Makeup Artistry, Skin Care Products, Lifestyle, Supplements, Cosmetology, Customer Service, Sales, Leadership, Advertising
Education
Emporia State University 1984 — 1986
Fashion Merchandising
Hesston High School 1980 — 1984
Robert Bagley's Diversified Financial Concepts Experience January 2000 - April 2000
Job Coordinator at University of Kansas Hospital
Industry Higher Education
Experience
University of Kansas Medical Center 2006 - Present
Center School District January 2007 - May 2007
Shawnee Mission School District August 2006 - December 2006
Kelly Services May 2005 - August 2005
Kelly Services May 2004 - August 2004
Progressive Insurance September 2000 - February 2002
Diversified Financial Concepts January 2000 - April 2000
Skills
Healthcare, Management, Public Speaking, Research, Microsoft Office, PowerPoint, Leadership, Training, Insurance, Teaching
Education
Indiana University-Purdue University at Indianapolis 2004 — 2006
Secondary Education Teaching Certificate, Social Studies Teacher Education
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Economics
Park Tudor
University of Kansas Medical Center 2006 - Present
Center School District January 2007 - May 2007
Shawnee Mission School District August 2006 - December 2006
Kelly Services May 2005 - August 2005
Kelly Services May 2004 - August 2004
Progressive Insurance September 2000 - February 2002
Diversified Financial Concepts January 2000 - April 2000
Skills
Healthcare, Management, Public Speaking, Research, Microsoft Office, PowerPoint, Leadership, Training, Insurance, Teaching
Education
Indiana University-Purdue University at Indianapolis 2004 — 2006
Secondary Education Teaching Certificate, Social Studies Teacher Education
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Economics
Park Tudor
Jim Enochs Jim Enochs's Diversified Financial Concepts Experience August 1993 - January 1996
Job Segment Manager at PPG Aerospace
Industry Aviation & Aerospace
Experience
PPG Industries July 2011 - Present
PPG Industries June 2003 - July 2011
R.S. Hughes February 1996 - June 2003
Diversified Financial Concepts August 1993 - January 1996
Skills
Key Account Management, Marketing, Article Writing, Contract Negotiation, Business Strategy, New Product Ideas, Taking New Products to..., Sales Management, Project Management, Employee Training, Sales Presentations, Team Motivation, Lean Six Sigma, Trade Show Strategy
Education
University of California, San Diego 1988 — 1993
Bachelor's degree, Economics
Irvine High School 1983 — 1988
Diploma
PPG Industries July 2011 - Present
PPG Industries June 2003 - July 2011
R.S. Hughes February 1996 - June 2003
Diversified Financial Concepts August 1993 - January 1996
Skills
Key Account Management, Marketing, Article Writing, Contract Negotiation, Business Strategy, New Product Ideas, Taking New Products to..., Sales Management, Project Management, Employee Training, Sales Presentations, Team Motivation, Lean Six Sigma, Trade Show Strategy
Education
University of California, San Diego 1988 — 1993
Bachelor's degree, Economics
Irvine High School 1983 — 1988
Diploma
Gold Mac Ivor Gold Mac Ivor's Diversified Financial Concepts Experience November 1997 - August 2001
Job CoFounder at Belle Maison Agency and CoFounder at Riveter Consulting Group
Industry Individual & Family Services
Experience
Riveter Consulting Group November 2014 - Present
Belle Maison Agency April 2012 - Present
Ferrazzi Greenlight December 2010 - June 2013
Principal Financial Group September 2005 - February 2010
West Coast Events December 2005 - August 2006
Prudential Financial 2001 - 2005
Diversified Financial Concepts November 1997 - August 2001
United States Marine Corps 1995 - 1997
Skills
Sales, Negotiation, Marketing, Event Management, Leadership, Outlook, Event Planning, Microsoft Excel, PowerPoint, Business Development, Management, Small Business, Social Networking, Nonprofits, Public Relations, •Account Management,..., •Windows XP: Word,..., •Proficient at Sales..., Account Management, Human Resources, Budgets
Education
Park University 1995 — 1998
Bachelors of Science, Management/Public Administration
Riveter Consulting Group November 2014 - Present
Belle Maison Agency April 2012 - Present
Ferrazzi Greenlight December 2010 - June 2013
Principal Financial Group September 2005 - February 2010
West Coast Events December 2005 - August 2006
Prudential Financial 2001 - 2005
Diversified Financial Concepts November 1997 - August 2001
United States Marine Corps 1995 - 1997
Skills
Sales, Negotiation, Marketing, Event Management, Leadership, Outlook, Event Planning, Microsoft Excel, PowerPoint, Business Development, Management, Small Business, Social Networking, Nonprofits, Public Relations, •Account Management,..., •Windows XP: Word,..., •Proficient at Sales..., Account Management, Human Resources, Budgets
Education
Park University 1995 — 1998
Bachelors of Science, Management/Public Administration
Ryan Donley Ryan Donley's Diversified Financial Concepts Experience May 2005 - April 2006
Job Director of Financial Planning and Analysis at Life Time The Healthy Way of Life Company
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company November 2014 - Present
Life Time Fitness February 2012 - November 2014
Life Time Fitness April 2006 - February 2012
Diversified Financial Concepts May 2005 - April 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Business Analysis, Management, Team Leadership, Public Speaking, Project Management, Fitness, Analytics, Microsoft Office, Operational Planning, Strategic Planning, Budget Process, Forecasting, Leadership, Finance, Customer Service, Analysis
Education
Hamline University 2009 — 2011
MBA, Finance
Minnesota State University, Mankato 2001 — 2005
Bachelor's degree, Finance, General
Life Time - The Healthy Way of Life Company November 2014 - Present
Life Time Fitness February 2012 - November 2014
Life Time Fitness April 2006 - February 2012
Diversified Financial Concepts May 2005 - April 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Business Analysis, Management, Team Leadership, Public Speaking, Project Management, Fitness, Analytics, Microsoft Office, Operational Planning, Strategic Planning, Budget Process, Forecasting, Leadership, Finance, Customer Service, Analysis
Education
Hamline University 2009 — 2011
MBA, Finance
Minnesota State University, Mankato 2001 — 2005
Bachelor's degree, Finance, General
Ramesh Behymer Ramesh Behymer's Diversified Financial Concepts Experience 2000 - 2000
Job Senior Manager, Global Strategist at Samsung
Industry Management Consulting
Experience
Samsung C&T, Engineering & Construction Group December 2012 - February 2015
Samsung September 2011 - November 2012
Booz & Company November 2007 - January 2010
SSA Capital January 2005 - September 2007
Oxford Marketing Solutions 2002 - 2004
Goldblum & Hess 2001 - 2001
Diversified Financial Concepts 2000 - 2000
Skills
Strategy, Competitive Analysis, Management Consulting, Business Strategy, Product Management, Strategic Partnerships, Financial Modeling, Cross-functional Team..., International Business, Strategic Planning, Market Analysis, Start-ups, Business Development, Strategic Consulting, Strategic Negotiations, Market Research, Analytics, Marketing Strategy, Program Management, Product Development, Financial Analysis, Corporate Finance, Management, Consulting, Contract Negotiation, New Business Development, Go-to-market Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of California, Santa Barbara 1996 — 2000
BA, Political Science, International Relations
Samsung C&T, Engineering & Construction Group December 2012 - February 2015
Samsung September 2011 - November 2012
Booz & Company November 2007 - January 2010
SSA Capital January 2005 - September 2007
Oxford Marketing Solutions 2002 - 2004
Goldblum & Hess 2001 - 2001
Diversified Financial Concepts 2000 - 2000
Skills
Strategy, Competitive Analysis, Management Consulting, Business Strategy, Product Management, Strategic Partnerships, Financial Modeling, Cross-functional Team..., International Business, Strategic Planning, Market Analysis, Start-ups, Business Development, Strategic Consulting, Strategic Negotiations, Market Research, Analytics, Marketing Strategy, Program Management, Product Development, Financial Analysis, Corporate Finance, Management, Consulting, Contract Negotiation, New Business Development, Go-to-market Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of California, Santa Barbara 1996 — 2000
BA, Political Science, International Relations
Jay C. Langdon Jay C. Langdon's Diversified Financial Concepts Experience June 2006 - February 2007
Job Program Coordinator at The Salvation Army
Industry Nonprofit Organization Management
Experience
Langdon & Associates, PLLC March 2008 - Present
The Salvation Army June 2011 - May 2013
Focus HR, Inc. May 2009 - April 2010
The Ashton Company, Inc. July 2007 - March 2008
Diversified Financial Concepts June 2006 - February 2007
Children's Clinics for Rehabilitative Services October 2005 - June 2006
Sonoran Scrapbooking November 2004 - July 2005
CBIZ 2002 - October 2004
NAREX 2000 - 2001
Tucson Newspapers 1999 - 2000
Skills
HRIS, Policy, Strategic Planning, Management Consulting, Employee Training, Billing Systems, Recruiting, Performance Management, Employee Benefits, Employer Branding, Legal Compliance, Conflict Resolution, Workforce Planning, Talent Management, Onboarding, Organizational..., Talent Acquisition, Operations Management, Change Management, Budgets, Human Resources, Management, Strategy, Applicant Tracking..., Coaching, Interviews, Social Networking, Outsourcing, Training, Leadership, Project Management, Employment Law, Deferred Compensation, HR Policies, Mergers & Acquisitions, Succession Planning, Analysis, Hiring, Personnel Management, Payroll, Leadership Development, Workshop Facilitation, Employee Relations, Employee Engagement, Job Descriptions, Organizational..., Career Development, Administration, Resume Writing, Time Management
Education
Denver Seminary 2010 — 2016
M Div, Spiritual Formation & Soul Care
University of Arizona 1996 — 1998
Master of Science (M.Sc.), Organizational Behavior and Management Information Systems
University of Arizona 1993 — 1996
B. S., Human Resource Management
El Camino College 1986 — 1991
A.S., Business Administration
Northrop University 1980 — 1981
Aerospace Engineering
Mira Costa 1976 — 1980
Langdon & Associates, PLLC March 2008 - Present
The Salvation Army June 2011 - May 2013
Focus HR, Inc. May 2009 - April 2010
The Ashton Company, Inc. July 2007 - March 2008
Diversified Financial Concepts June 2006 - February 2007
Children's Clinics for Rehabilitative Services October 2005 - June 2006
Sonoran Scrapbooking November 2004 - July 2005
CBIZ 2002 - October 2004
NAREX 2000 - 2001
Tucson Newspapers 1999 - 2000
Skills
HRIS, Policy, Strategic Planning, Management Consulting, Employee Training, Billing Systems, Recruiting, Performance Management, Employee Benefits, Employer Branding, Legal Compliance, Conflict Resolution, Workforce Planning, Talent Management, Onboarding, Organizational..., Talent Acquisition, Operations Management, Change Management, Budgets, Human Resources, Management, Strategy, Applicant Tracking..., Coaching, Interviews, Social Networking, Outsourcing, Training, Leadership, Project Management, Employment Law, Deferred Compensation, HR Policies, Mergers & Acquisitions, Succession Planning, Analysis, Hiring, Personnel Management, Payroll, Leadership Development, Workshop Facilitation, Employee Relations, Employee Engagement, Job Descriptions, Organizational..., Career Development, Administration, Resume Writing, Time Management
Education
Denver Seminary 2010 — 2016
M Div, Spiritual Formation & Soul Care
University of Arizona 1996 — 1998
Master of Science (M.Sc.), Organizational Behavior and Management Information Systems
University of Arizona 1993 — 1996
B. S., Human Resource Management
El Camino College 1986 — 1991
A.S., Business Administration
Northrop University 1980 — 1981
Aerospace Engineering
Mira Costa 1976 — 1980
Matt Knihtila, CFA Matt Knihtila, CFA's Diversified Financial Concepts Experience January 2005 - October 2005
Job Manager, Global Securities Operations (Valuations)
Industry Financial Services
Experience
Capital Group August 2009 - Present
The Hartford March 2006 - August 2009
Ameriprise Financial November 2005 - March 2006
Diversified Financial Concepts January 2005 - October 2005
Skills
Mutual Funds, Equities, Investments, Financial Analysis, Bloomberg, Retirement, Trading, Financial Modeling, Insurance, Fixed Income, Finance, Reuters, Corporate Actions, Fair Value, Process Improvement, Mergers & Acquisitions, Accounting, Valuation, Securities, Asset Management, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Wisconsin-Eau Claire 2001 — 2004
BBA
Capital Group August 2009 - Present
The Hartford March 2006 - August 2009
Ameriprise Financial November 2005 - March 2006
Diversified Financial Concepts January 2005 - October 2005
Skills
Mutual Funds, Equities, Investments, Financial Analysis, Bloomberg, Retirement, Trading, Financial Modeling, Insurance, Fixed Income, Finance, Reuters, Corporate Actions, Fair Value, Process Improvement, Mergers & Acquisitions, Accounting, Valuation, Securities, Asset Management, Strategic Financial...
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Wisconsin-Eau Claire 2001 — 2004
BBA
Alison Cargo's Diversified Financial Concepts Experience 1993 - 1994
Job Sr. Project Manager at Venture Technologies
Industry Telecommunications
Experience
Venture Technologies October 2014 - Present
BT Conferencing March 2007 - October 2014
Wire One Comunications, Inc January 2006 - December 2006
Wire One Communications, Inc August 1999 - January 2006
Wire One Communications, Inc. September 2001 - March 2002
Wire One Communications, Inc. May 2001 - September 2001
Wire One Communications, Inc. October 1999 - May 2001
Genesys Conferencing, Inc. (Formally Williams Conferencing) January 1995 - August 1999
Vintage Financial Group, Inc. 1994 - 1995
Diversified Financial Concepts 1993 - 1994
Skills
Telepresence, Video Conferencing, MS Project, Unified Communications, SOW, Telecommunications, Project Management, Integration, CRM, Pre-sales, LAN-WAN, Cross-functional Team..., Call Centers, SaaS, Managed Services, Video, PMP, Product Management, Program Management, IP, Cisco Technologies, WAN, Leadership, Streaming Media, Professional Services, Go-to-market Strategy, Cloud Computing, Channel Partners, Management, VoIP, SIP, Networking, Solution Selling, Service Delivery, Telephony, Collaboration Solutions
Education
University of Denver 2005 — 2010
Masters, Tech Mgmt - Project Management
University of Colorado at Boulder - Leeds School of Business 1989 — 1993
Bachelor of Science (BS), Business - Marketing
Venture Technologies October 2014 - Present
BT Conferencing March 2007 - October 2014
Wire One Comunications, Inc January 2006 - December 2006
Wire One Communications, Inc August 1999 - January 2006
Wire One Communications, Inc. September 2001 - March 2002
Wire One Communications, Inc. May 2001 - September 2001
Wire One Communications, Inc. October 1999 - May 2001
Genesys Conferencing, Inc. (Formally Williams Conferencing) January 1995 - August 1999
Vintage Financial Group, Inc. 1994 - 1995
Diversified Financial Concepts 1993 - 1994
Skills
Telepresence, Video Conferencing, MS Project, Unified Communications, SOW, Telecommunications, Project Management, Integration, CRM, Pre-sales, LAN-WAN, Cross-functional Team..., Call Centers, SaaS, Managed Services, Video, PMP, Product Management, Program Management, IP, Cisco Technologies, WAN, Leadership, Streaming Media, Professional Services, Go-to-market Strategy, Cloud Computing, Channel Partners, Management, VoIP, SIP, Networking, Solution Selling, Service Delivery, Telephony, Collaboration Solutions
Education
University of Denver 2005 — 2010
Masters, Tech Mgmt - Project Management
University of Colorado at Boulder - Leeds School of Business 1989 — 1993
Bachelor of Science (BS), Business - Marketing
Steven Blandino, CFP®'s Diversified Financial Concepts Experience 1996 - 2000
Job Partner, The Rein Group
Industry Financial Services
Experience
The Rein Group LLC June 2005 - Present
Woodbury Financial 2000 - 2004
Diversified Financial Concepts 1996 - 2000
Education
San Jose State University 1993 — 1996
Bachelor of Business Administration (BBA)
The Rein Group LLC June 2005 - Present
Woodbury Financial 2000 - 2004
Diversified Financial Concepts 1996 - 2000
Education
San Jose State University 1993 — 1996
Bachelor of Business Administration (BBA)
Chad Luginbill's Diversified Financial Concepts Experience January 2008 - Present
Job Mortgage Professional at Diversified Financial Concepts
Industry Financial Services
Experience
Diversified Financial Concepts January 2008 - Present
Education
Southern Nazarene University 1994 — 1998
Diversified Financial Concepts January 2008 - Present
Education
Southern Nazarene University 1994 — 1998
Nickolas Kemske, M.Sc., GCED's Diversified Financial Concepts Experience April 2005 - January 2006
Job Director of Cyber Security at SUPERVALU
Industry Financial Services
Experience
SUPERVALU March 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - Present
Target January 2013 - October 2013
Target April 2012 - January 2013
University of Minnesota September 2011 - April 2012
University of Minnesota September 2010 - September 2011
University of Minnesota September 2010 - October 2010
University of Minnesota January 2006 - September 2010
Hillyer Consulting June 2007 - May 2009
Diversified Financial Concepts April 2005 - January 2006
Skills
Project Management, CRM, Database Administration, Leadership, Business Development, Business Analysis, Program Management, Management, Networking, Data Analysis, Team Building, Process Improvement, Leadership Development, Strategy, Strategic Planning, Security, Analysis, Team Leadership, Training, Computer Security, Integration, Change Management, Information Technology, Risk Management, Business Process..., Research, Performance Management, Budgets, Visio, Business Strategy, IT Management, Staff Development, Analytics, Cross-functional Team..., Vendor Management, Project Planning, Organizational..., Time Management, Coaching
Education
University of Minnesota-Twin Cities 2010 — 2011
M.S.
University of Minnesota-Twin Cities 2001 — 2004
Bachelor's Degree
SUPERVALU March 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - Present
Target January 2013 - October 2013
Target April 2012 - January 2013
University of Minnesota September 2011 - April 2012
University of Minnesota September 2010 - September 2011
University of Minnesota September 2010 - October 2010
University of Minnesota January 2006 - September 2010
Hillyer Consulting June 2007 - May 2009
Diversified Financial Concepts April 2005 - January 2006
Skills
Project Management, CRM, Database Administration, Leadership, Business Development, Business Analysis, Program Management, Management, Networking, Data Analysis, Team Building, Process Improvement, Leadership Development, Strategy, Strategic Planning, Security, Analysis, Team Leadership, Training, Computer Security, Integration, Change Management, Information Technology, Risk Management, Business Process..., Research, Performance Management, Budgets, Visio, Business Strategy, IT Management, Staff Development, Analytics, Cross-functional Team..., Vendor Management, Project Planning, Organizational..., Time Management, Coaching
Education
University of Minnesota-Twin Cities 2010 — 2011
M.S.
University of Minnesota-Twin Cities 2001 — 2004
Bachelor's Degree
Luke Donenfeld, CAIA's Diversified Financial Concepts Experience June 1994 - June 1997
Job Vice President Fixed Income Strategies at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc April 2012 - Present
First Empire Securities January 2012 - Present
Advisors Asset Management, Inc. April 2007 - June 2011
Advisors Asset Management January 2007 - January 2011
Mulholland Capital Advisors 2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM) January 1999 - January 2005
Bear Stearns Asset Management Inc. 1999 - 2005
Chase Global Mutual Funds Group January 1998 - January 1999
Van Kampen American Capital January 1997 - January 1998
Diversified Financial Concepts June 1994 - June 1997
Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures
Education
Boston University 1990 — 1994
Bachelor of Liberal Arts, International Relations
Staples High School 1987 — 1990
First Empire Securities, Inc April 2012 - Present
First Empire Securities January 2012 - Present
Advisors Asset Management, Inc. April 2007 - June 2011
Advisors Asset Management January 2007 - January 2011
Mulholland Capital Advisors 2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM) January 1999 - January 2005
Bear Stearns Asset Management Inc. 1999 - 2005
Chase Global Mutual Funds Group January 1998 - January 1999
Van Kampen American Capital January 1997 - January 1998
Diversified Financial Concepts June 1994 - June 1997
Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures
Education
Boston University 1990 — 1994
Bachelor of Liberal Arts, International Relations
Staples High School 1987 — 1990
Arnold Connor Jr.'s Diversified Financial Concepts Experience 1994 - 1994
Job Partner, Kurtz, Connor, Browning & Phiilips, LLC
Industry Investment Management
Experience
Kurtz, Connor, Browning & Phiilips, LLC August 2003 - Present
J.P. Atkinson & Associates, Inc. August 1994 - August 2003
Diversified Financial Concepts 1994 - 1994
Education
James Madison University 1990 — 1994
BBA, Finance
James Madison University 1990 — 1994
BBA, Finance
McDonogh School 1978 — 1990
Kurtz, Connor, Browning & Phiilips, LLC August 2003 - Present
J.P. Atkinson & Associates, Inc. August 1994 - August 2003
Diversified Financial Concepts 1994 - 1994
Education
James Madison University 1990 — 1994
BBA, Finance
James Madison University 1990 — 1994
BBA, Finance
McDonogh School 1978 — 1990
Christy Hermeyer's Diversified Financial Concepts Experience December 1991 - May 2001
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Countrywide Bank October 2006 - July 2008
American International Group May 2001 - October 2006
Diversified Financial Concepts December 1991 - May 2001
Education
Lindenwood University 2001 — 2004
Countrywide Bank October 2006 - July 2008
American International Group May 2001 - October 2006
Diversified Financial Concepts December 1991 - May 2001
Education
Lindenwood University 2001 — 2004
Claudia Guzman's Diversified Financial Concepts Experience 1999 - 2001
Job White Label Social Media Service Provider: Ask me how I can help grow your Digital Marketing Agency's profits
Industry Online Media
Experience
Global Assist November 2006 - Present
Freedom Key Real Estate October 2006 - February 2011
Liberty Tax Service October 2006 - February 2011
Homeland Financial May 2005 - October 2006
Prinze Capital Group January 2003 - May 2005
Benefit Experts 2000 - 2001
Diversified Financial Concepts 1999 - 2001
Skills
Social Media Marketing, Linkedin Marketing, Lead Generation, Marketing, Management, Start-ups, Social Media, Small Business, Blogging, Entrepreneurship, Business Planning, SEO, Facebook, Social Networking, Training, Marketing Strategy, Online Marketing, Sales, E-commerce, Web Marketing, Outsourcing, Email Marketing, Business Development, SEM, Online Advertising, Leadership, Leadership Development, Strategic Partnerships, Strategy, Team Building, Coaching, YouTube, B2B, B2B Marketing, Customer Service, Strategic Planning, New Business Development, Marketing Communications, Franchise Consulting, Virtual Assistant
Education
Occidental College 1994 — 1998
BA, Spanish and German Literature
Pädagogische Hochschule Ludwigsburg 1996 — 1997
German Literature
Global Assist November 2006 - Present
Freedom Key Real Estate October 2006 - February 2011
Liberty Tax Service October 2006 - February 2011
Homeland Financial May 2005 - October 2006
Prinze Capital Group January 2003 - May 2005
Benefit Experts 2000 - 2001
Diversified Financial Concepts 1999 - 2001
Skills
Social Media Marketing, Linkedin Marketing, Lead Generation, Marketing, Management, Start-ups, Social Media, Small Business, Blogging, Entrepreneurship, Business Planning, SEO, Facebook, Social Networking, Training, Marketing Strategy, Online Marketing, Sales, E-commerce, Web Marketing, Outsourcing, Email Marketing, Business Development, SEM, Online Advertising, Leadership, Leadership Development, Strategic Partnerships, Strategy, Team Building, Coaching, YouTube, B2B, B2B Marketing, Customer Service, Strategic Planning, New Business Development, Marketing Communications, Franchise Consulting, Virtual Assistant
Education
Occidental College 1994 — 1998
BA, Spanish and German Literature
Pädagogische Hochschule Ludwigsburg 1996 — 1997
German Literature
Harry Sachs's Diversified Financial Concepts Experience 1993 - 1995
Job Councilmember at City of San Ramon
Industry Education Management
Experience
Fremont USD October 1998 - Present
City of San Ramon December 2013 - Present
City of San Ramon June 2006 - November 2013
Diversified Financial Concepts 1993 - 1995
Skills
Political consultant, Planning Commissioner, Teaching, Public Speaking, Fundraising, Land Use Planning, Public Policy Analysis, Economic Development, Policy Analysis, Social Media, Public Relations, Microsoft Office, Teacher Training, Nonprofits, Leadership, Social Networking, Community Outreach
Education
American College of Education 2012 — 2014
Master of Education (M.Ed.), Educational, Instructional, and Curriculum Supervision
Chapman University 1995 — 1997
Teaching
CSU Sacramento 1990 — 1993
BA, Government
Fremont USD October 1998 - Present
City of San Ramon December 2013 - Present
City of San Ramon June 2006 - November 2013
Diversified Financial Concepts 1993 - 1995
Skills
Political consultant, Planning Commissioner, Teaching, Public Speaking, Fundraising, Land Use Planning, Public Policy Analysis, Economic Development, Policy Analysis, Social Media, Public Relations, Microsoft Office, Teacher Training, Nonprofits, Leadership, Social Networking, Community Outreach
Education
American College of Education 2012 — 2014
Master of Education (M.Ed.), Educational, Instructional, and Curriculum Supervision
Chapman University 1995 — 1997
Teaching
CSU Sacramento 1990 — 1993
BA, Government