Edelman Financial Services

Industry: Company

Description

Headquarters: Fairfax, VA Founder: Ric Edelman Founded: 1986 Parent organizations: Hellman & Friedman, Sanders Morris Harris Group, Inc. Subsidiary: Financial Engines

Edelman Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Edelman Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Edelman Financial Services Salaries. You can even request information on how much does Edelman Financial Services pay if you want to. Learn about salaries, pros and cons of working for Edelman Financial Services 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!

208 Edelman Financial Services employees in database. Find out everything there's to know about Edelman Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Edelman Financial Services Employees

Employee
Years
Job
Industry
Lauren Costello Lauren Costello Phoenix, Arizona Area Details
Lauren Costello's Edelman Financial Services Experience January 2015 - Present
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2015 - Present
Charles Schwab  October 2013 - January 2015
Taylor and Jordan Adventures!   April 2009 - October 2013
UBS  October 2005 - April 2009
UBS Financial Services  March 1998 - October 2005
UBS / PaineWebber, Inc.   February 1994 - March 1998
PaineWebber  April 1992 - February 1994
Sargent Controls & Aerospace  June 1991 - March 1992
Spa Lady  June 1990 - May 1991

Skills
Financial Services, Vendor Management, Training, Project Management, Investments, CRM, Coaching, Management, Risk Management, Small Business, Human Resources, Series 7, Series 63, Series 65, Securities, Business Analysis, Sales, Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Banking, Public Speaking, Retirement Planning, Asset Allocation, Alternative Investments, Strategic Financial..., Exceptional People..., Financial Advisory, Financial Planning, Equities, Fixed Income, Superior Client Service, Hands-on Training

Education
American University - Kogod School of Business
Bachelor of Science in Business Administration, International Business / Finance

Jefferson Township High School
HS Diploma

Pandhla Warren Pandhla Warren Washington D.C. Metro Area Details
Pandhla Warren's Edelman Financial Services Experience 2007 - 2011
Job Principal/Founder at Stategic Solutions
Industry Information Services
Experience
Strategic Solutions  September 2013 - Present
Genesis PURE  September 2013 - Present
Edelman Financial Services   2007 - 2011
Fidelity Investments  2006 - 2007
Fidelity Investments  2005 - 2006
Chevy Chase Bank  2005 - 2005
Chevy Chase Bank  2004 - 2005
Crate & Barrel  2003 - 2004
Raymond James & Associates  2001 - 2004
Raymond James & Associates  1999 - 2001

Skills
CRM, Financial Services, Strategic Financial..., Investments, Portfolio Management, Leadership, Finance, B2B, B2B Marketing Strategy, Strategic Consulting, Process Consulting, Strategy Building, Solution Selling, Solution Implementation, Creative Solutions, Employee Training, Operations Management, Operational Planning, Venture Capital, Start-up Consulting, Risk Management, Operational Risk..., CRM Integration, Direct Sales, Sales Presentations, Small Business, Customer Service, Customer Acquisition, Compliance, FINRA, Value Based Selling, Lease Negotiations, Business Development, Business Planning, Building High..., Building Relationships, Maintaining Strong..., Account Management, Networking, Financial Planning

Education
St. Mary's College of Maryland
Bachelors of Arts, Economics and Business Administration

National Conservatory of Dramatic Arts   2011 — 2012
Fine Arts, 4.0

Craig Poluszek Craig Poluszek Columbus, Ohio Details
Craig Poluszek's Edelman Financial Services Experience September 2014 - Present
Job Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services   September 2014 - Present
Morgan Stanley  May 2012 - September 2014
JPMorgan Chase  2011 - 2012
Fiserv  November 2010 - October 2011

Skills
FINRA Series 7, 65, 63, Accounts Payable, Finance, Banking, Financial Services, Mutual Funds, Analysis, Securities, Financial Risk, Accounting, Data Analysis, Access, Microsoft Excel, Microsoft Office, Management, Equities, Financial Analysis, Microsoft Word, PowerPoint, Risk Management, Series 7, Leadership, Investments

Education
Marshall University   1991 — 1995
B.B.A., Accounting

Amber (Bernot) Ferratier Amber (Bernot) Ferratier Washington D.C. Metro Area Details
Amber (Bernot) Ferratier's Edelman Financial Services Experience 2007 - 2009
Job JR Human Resources Business Partner
Industry Human Resources
Experience
MTSI  March 2010 - Present
Old Dominion Animal Health Center  November 2009 - March 2010
Edelman Financial Services   2007 - 2009
SCI Consulting  November 2006 - June 2007
Old Dominion Animal Health Center  August 2002 - October 2006

Skills
Employee Benefits, Employee Relations, Benefits Administration, Recruiting, Onboarding, Human Resources, Deferred Compensation

Education
George Mason University   2004 — 2006
English, English, History

Northern Virginia Community College   2001 — 2004
Liberal Arts, General Education Courses

George C. Marshall High School   1997 — 2001

Juan Pablo Chapa Juan Pablo Chapa San Francisco Bay Area Details
Juan Pablo Chapa's Edelman Financial Services Experience June 2011 - 2011
Job CS Representative at Meltwater
Industry International Affairs
Experience
Meltwater  January 2015 - Present
The Next Step Realty  September 2013 - April 2014
Atlantic Alliance Ltd.   June 2013 - July 2013
7-Eleven  June 2012 - 2012
Edelman Financial Services   June 2011 - 2011
Brenntag  June 2010 - August 2010
7-Eleven Mexico   June 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Multilingual, Zephyr, Access, Entrepreneurship, Management, Analysis, Market Research, Friendly Personality, Microsoft Office

Education
Southern Methodist University   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

American School Foundation of Monterrey   2009 — 2009
High School

Strake Jesuit   2006 — 2008
US High School Diploma

Helen Nichols Helen Nichols Baltimore, Maryland Details
Helen Nichols's Edelman Financial Services Experience November 2007 - November 2009
Job PhD Research Assistant at University of Maryland, Baltimore
Industry Mental Health Care
Experience
Sheppard Pratt  August 2014 - Present
University of Maryland, Baltimore  August 2014 - Present
Correct Care Solutions  November 2013 - May 2014
Catholic Charities of Baltimore  August 2012 - November 2013
Gale Recovery, Inc.   November 2011 - May 2012
Sheppard Pratt  September 2011 - November 2011
Synergy Financial Group  2011 - 2011
Edelman Financial Services   November 2007 - November 2009
Bank of America  July 2006 - November 2007
Edward Jones  May 2004 - July 2006

Skills
Asset Management, Financial Planning, Series 7, Program Development, Investments, Research, Asset Managment, Finance, Strategic Financial..., Case Managment, Psychotherapy, Community Outreach, Mental Health, Program Evaluation, Mental Health Counseling, Adolescents, Nonprofits, Social Services, Public Speaking

Education
University of Maryland Baltimore   2014 — 2018
Doctor of Philosophy (PhD), Social Work

Salisbury University   2010 — 2013
MSW, 2013

Penn State University   2001 — 2004
BA, Crime, Law, Justice

J.C. Colón J.C. Colón Greater New York City Area Details
J.C. Colón's Edelman Financial Services Experience January 2014 - June 2014
Job NYC Teacher
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows  June 2014 - Present
Edelman Financial Services   January 2014 - June 2014
The Prudential Insurance Company of America  September 2012 - December 2013
Morgan Stanley Smith Barney  December 2007 - September 2012

Skills
Comprehensive Financial..., Retirement Planning, Insurance Planning, Manage Client...

Education
City University of New York City College   2014 — 2016
Master's Degree, Education/Teaching of Individuals in Secondary Special Education Programs, 7-12

Institute of Integrative Nutrition   2013 — 2014
Certified Health and Nutritional Coach, Foods, Nutrition, and Wellness Studies, Certification

Berkeley College-New York   2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Services, Graduated Magna Cum Laude

Diane Tira Diane Tira Washington D.C. Metro Area Details
Diane Tira's Edelman Financial Services Experience October 2007 - June 2008
Job Experienced Digital Marketing & Website Manager Seeking New Opportunity
Industry Internet
Experience
Barns of Rose Hill   August 2014 - Present
Sabbatical  December 2012 - July 2014
Bloomberg BNA, Software Segment (formerly BNA Software)   June 2008 - November 2012
Edelman Financial Services   October 2007 - June 2008
Weider History Group  May 2003 - August 2007

Skills
Digital Marketing, Online Marketing, Social Media Marketing, Web Marketing, Social Media, Social Media Development, Website Development, Digital Strategy, Web Content Management, SEO, Web Analytics, Email Marketing, Online Lead Generation, Marketing Strategy, Strategy, Content Strategy, Website Management, Web Content, Online Advertising, Advertising, Google Analytics, B2B Marketing, PPC, CMS, Analytics, Web Design, Project Management, Web Content Strategy, Content Management, Web Development, Management, Organic Search, Paid Search Campaigns, LinkedIn, Pinterest, Facebook, Twitter, Corporate Branding

Education
George Mason University

Charles M. Thomas Charles M. Thomas Washington D.C. Metro Area Details
Charles M. Thomas's Edelman Financial Services Experience October 2014 - Present
Job Facilities Professional
Industry Facilities Services
Experience
Home Depot  April 2015 - Present
Edelman Financial Services   October 2014 - Present
IST Management Services/Constituency Management Group   January 2012 - October 2014
Walmart  July 2011 - January 2012

Skills
Facilities Management, Time Management, Team Leadership, Strategic Planning, Customer Service

Education
Bowie State University   2008 — 2009
Business Administration and Management, General

George Mason University   2015 — 2017
Professional Certificate in Facilities Management

Recording Connection Audio Institute   2010 — 2011
Certificate, Audio Engineering

Tuskegee University   2007 — 2008
Business Administration and Management, General

Trey Stover Trey Stover Greater Los Angeles Area Details
Trey Stover's Edelman Financial Services Experience April 2015 - Present
Job Retirement Plans Division Manager at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   April 2015 - Present
Prudential Financial  September 2011 - September 2014
Prudential Financial  February 2008 - September 2011
Prudential Financial  June 2002 - February 2008
American Express  September 2000 - June 2002

Skills
Marketing Communications, CRM, Retirement, Management, Employee Benefits, Retirement Planning, New Business Development, Defined Benefit, Strategic Planning, Sales, Marketing, Business Development, Salesforce.com, Sales Management, 401k, Financial Services, Investments, Series 63, Retirement Plan..., Qualified Retirement..., Defined Contribution, Employee Training

Education
Texas Lutheran University   1989 — 1993
B.A. Business Administration, Marketing

Mitchell Glazier Mitchell Glazier Salt Lake City, Utah Details
Mitchell Glazier's Edelman Financial Services Experience May 2015 - Present
Job Edelman Financial
Industry Financial Services
Experience
Edelman Financial Services   May 2015 - Present
Edward Jones  October 2014 - May 2015
Fidelity Investments  July 2013 - October 2014
Northwestern Mutual  February 2013 - July 2013
Parowan High Football   June 2010 - November 2011

Skills
Finance, Microsoft Excel, Microsoft Office, Investments, Insurance, Fixed Annuities, Spanish, English, Strategic Financial..., Life Insurance, Series 63, Term Life Insurance, Retirement, PowerPoint, Sales, Financial Advisory, Securities, Investment Strategies, IRAs, Microsoft Word, Spanish-speaking, Access, Portfolio Management, Retirement Planning, Coaching, Wealth Accumulation

Education
Southern Utah University   2010 — 2013
Spanish, Finance

Southern Utah University   2010 — 2013
Bachelor of Arts (BA), Spanish Language and Literature

Birju Munshi Birju Munshi Greater Chicago Area Details
Birju Munshi's Edelman Financial Services Experience August 2011 - May 2014
Job Team Member at RPG Life Transition Specialists
Industry Financial Services
Experience
RPG - Life Transition Specialists   June 2015 - Present
AT&T  May 2014 - February 2015
Edelman Financial Services   August 2011 - May 2014
Robert W. Baird & Co.   May 2010 - September 2010
Fifth Third Bank  May 2009 - May 2010
UBS Wealth Management  January 2009 - May 2009
BMO Harris Bank  December 2006 - September 2008
TCF Bank  August 2005 - December 2006

Skills
Portfolio Management, Investments, Microsoft Excel, Finance, Mutual Funds, Microsoft Office, Cash Management, Microsoft Word, Outlook, Corporate Finance, Financial Modeling, Banking, Equities, Financial Analysis, Bloomberg

Education
DePaul University   2008 — 2010
Bachelor of Science, Finance

Schaumburg High School   2002 — 2005
General High School Education

Maryam Khayali Maryam Khayali Orange County, California Area Details
Maryam Khayali's Edelman Financial Services Experience July 2014 - May 2015
Job Financial Advisor at
Industry Financial Services
Experience
Edward Jones  2015 - Present
Edelman Financial services   July 2014 - May 2015
comerica  July 2007 - July 2014

Skills
Series 7, Securities, Series 63, Retirement Planning, Mutual Funds, Portfolio Management, Risk Management, Asset Allocation, Financial Services, Fixed Annuities, Investments, FINRA, Trading, Fixed Income, Equities, Alternative Investments, Banking, Capital Markets, Finance, Insurance, Life Insurance, Investment Strategies, Options, Investment Advisory, Wealth Management, Uniform Combined State..., Investment Management, Financial Modeling, Asset Management, Series 24, Strategic Financial..., Bloomberg, Financial Analysis, Term Life Insurance, Relationship Management, Series 65, Financial Planning

Education
California State University-Fullerton
Bachelor's Degree, Finance

university of california at irvine
Bachelor's Degree, Social Sciences

Joan (Nagel) Greenspon, CFP® Joan (Nagel) Greenspon, CFP® Greater Philadelphia Area Details
Joan (Nagel) Greenspon, CFP®'s Edelman Financial Services Experience January 2014 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2014 - Present
Fidelity Investments  August 2009 - December 2013
Fidelity Investments  April 2008 - August 2009
Fidelity Investments  June 2006 - April 2008

Skills
Certified Financial..., Series 63, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Insurance

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.)

Julia Mazina Julia Mazina Washington D.C. Metro Area Details
Julia Mazina's Edelman Financial Services Experience January 2015 - Present
Job Communications Specialist at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2015 - Present
mCig, Inc.   June 2014 - December 2014
Qdoba Restaurant Corporation  July 2013 - April 2014
Coldwater Creek  May 2012 - December 2012
Ann Taylor LOFT  May 2011 - August 2011

Skills
Advanced in French, Advanced in Russian, Mac/PC proficient, MS Office Suite, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Retail, Facebook, Inventory Management, Social Media, Leadership, Social Networking, Team Leadership, Microsoft Office

Education
University of Pittsburgh   2010 — 2014
BSBA, Global Management

Rouen Business School   2013 — 2013
Master Grande Ecole, Business Administration and Management, General

Ryan Bergmann, CFP® Ryan Bergmann, CFP® Washington D.C. Metro Area Details
Ryan Bergmann, CFP®'s Edelman Financial Services Experience March 2013 - August 2015
Job Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
Mercer Advisors  September 2015 - Present
Edelman Financial Services   March 2013 - August 2015
TD Ameritrade  January 2009 - March 2013
Edward Jones  February 2007 - January 2009
MGM MIRAGE  March 2006 - November 2006
No Red Tape Mortgage  2004 - 2005
Market News International  May 2003 - August 2003

Skills
Certified Financial..., Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Wealth Management, Relationship Management, Japanese, Disability Insurance, Term Life Insurance, Options Strategies, Mortgage Lending, Financial Services, Social Security, Business Development, Uniform Combined State...

Education
Georgetown University   2012 — 2012
Certification Course, Financial Planning and Services

College for Financial Planning   2011 — 2011
Chartered Retirement Planning Counselor SM, Financial Planning and Services

Pepperdine University   2001 — 2004
BA, International Relations & Business Management

Sophia University   2002 — 2002
Study Abroad, Economics, Japanese

Normandale Community College   1998 — 2001
AA, Biology, Japanese

Yokosuka High School   1997 — 1998
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo

Jefferson High School   1993 — 1997

Elizabeth Linares Elizabeth Linares Reston, Virginia Details
Elizabeth Linares's Edelman Financial Services Experience March 2009 - Present
Job Client Service Associate II at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   March 2009 - Present
Elizabeth Linares Photography   August 2003 - Present

Skills
Customer Service, Analysis, Photography, Investments, Public Speaking, Employee Benefits, Retirement, Series 7, Strategic Financial..., Marketing Strategy, Financial Services, Social Media, PowerPoint, Fixed Annuities, Event Planning, Entrepreneurship, Photoshop, Asset Management, Finance, Financial Planning

Education
Washington School of Photography   2002 — 2003
Certificate, Photography

Pace University
Liberal Arts and Sciences/Liberal Studies

Glynis Banhan Glynis Banhan Miami, Florida Details
Glynis Banhan's Edelman Financial Services Experience August 2014 - Present
Job Client Service Associate at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services   August 2014 - Present
Modern Woodmen of America  September 2013 - August 2014
Index Strategy Advisors  March 2013 - September 2013

Education
Strayer University-Florida   2010 — 2012
Bachelor of Business Administration (BBA), Finance, General

Miami Dade College   1989 — 1991
Associate of Science (AS), Commercial Pilot

Josephine Robinson Josephine Robinson Philadelphia, Pennsylvania Details
Josephine Robinson's Edelman Financial Services Experience October 2013 - May 2014
Job Retirement Plan Administrator at Professional Planning Associates, Inc
Industry Financial Services
Experience
Professional Planning Associates, Inc.   April 2015 - Present
Beneficial Bank  July 2014 - February 2015
Edelman Financial Services   October 2013 - May 2014
Delaware Investments, a member of the Macquarie Group  June 2006 - August 2011
Delaware Investments  September 1989 - August 2011
Delaware Investments, a member of the Macquarie Group  May 2000 - June 2006
Delaware Investments  April 1996 - May 2000

Skills
PowerPoint, Excel, Investments, Word, Customer Service, Process Improvement, Microsoft Office, Team Building, Leadership, Coaching, Financial Analysis, Time Management, Microsoft Excel, Finance, Financial Services, Mutual Funds, Insurance, Outlook, Asset Management, CRM

Education
Community College of Philadelphia   2012 — 2012
Patient Service Representative Proficiency Certificate, Health Services Administration, A

Peirce College   2008 — 2010
B.S., Business Admin./Business Law

Deborah Bennett Deborah Bennett Greater Chicago Area Details
Deborah Bennett's Edelman Financial Services Experience August 1998 - March 2002
Job CIO | VP of IT | IT Director
Industry Information Technology and Services
Experience
Experienced IT Executive Seeking New Opportunity   March 2015 - Present
Aurora University  November 2013 - March 2015
DeVry Education Group  September 2005 - September 2013
Holton-Arms School  July 2002 - May 2005
Edelman Financial Services   August 1998 - March 2002
The Henry M. Jackson Foundation for the Advancement of Military Medicine  August 1997 - August 1998
ULI - Urban Land Institute   August 1992 - August 1997

Skills
IT Strategy, IT Management, Disaster Recovery, Vendor Management, Enterprise Architecture, ITIL, Data Center, SharePoint, Active Directory, SDLC, IT Operations, VMware, Information Technology, Unix, Security, Business Analysis, Business Intelligence, Cisco Technologies, Cloud Computing, Computer Hardware, Databases, Enterprise Software, IT Service Management, Integration, Microsoft Exchange, Network Security, Network Administration, Networking, Operating Systems, Project Management, Program Management, Requirements Analysis, Servers, Software Development, Software Documentation, System Administration, Troubleshooting, Virtualization, Visio, Windows Server, Project Portfolio..., PMP, Governance, Infrastructure, System Deployment, Information Security, Technical Support, Higher Education, Team Leadership, Leadership

Education
West Virginia University   1987 — 1989
MPA, Public Administraton (Finance and Health Administration)

Fairmont State University   1978 — 1983
Bachelor of Arts (BA), Business Administration and Arts Management

Susan Badura Susan Badura Washington D.C. Metro Area Details
Susan Badura's Edelman Financial Services Experience October 2014 - Present
Job Senior Marketing Manager at Edelman Financial Services
Industry Marketing and Advertising
Experience
Edelman Financial Services   October 2014 - Present
Edelman Financial Services   September 2012 - October 2014
Fortessa, Inc.   July 2011 - June 2012
Fannie Mae  March 2011 - July 2011
Celerity  March 2009 - March 2011
Cardinal Bank  January 2007 - December 2008
NIH Federal Credit Union  April 2005 - December 2006
Albert Uster Imports  April 2002 - April 2005
ActiveTown   2000 - 2001

Skills
Digital Marketing, Silverpop, Constant Contact, Google Adwords, Google Analytics, Adobe Creative Suite, Digital Strategy, Vertical Response, HTML, Email Marketing, Social Media Marketing, Paid Search Campaigns, Organic Search, SEO, SEM, PPC, CSS, Online Advertising, Web Content Management, SharePoint, MCIF, Microsoft Office, B2B Marketing, E-commerce, Customer Segmentation..., Lead Generation, A/B testing, CRM, Marketing Communications, Writing, Web Content, Search Advertising, Direct Marketing, Direct Mail, Marketing Strategy, Link Building, Print Ads, Graphic Design, Newsletters

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2008 — 2011
MBA

Clarkson University

Rutgers University-New Brunswick
B.A.

Harris Wakilpoor Harris Wakilpoor Richmond, Virginia Details
Harris Wakilpoor's Edelman Financial Services Experience January 2013 - March 2015
Job Business Development Manager at Logexsoft
Industry Information Technology and Services
Experience
Logexsoft  April 2015 - Present
Edelman Financial Services   January 2013 - March 2015
Northwestern Mutual  July 2012 - December 2012
Christopher Newport University  June 2011 - June 2012

Skills
Leadership Development, Coaching, Retirement Planning, Formal Presentations, Public Speaking, Mentoring, Project Planning, Personal Financial..., Bilingual, Data Analysis, Client Counseling, Bilingual - Dari, Program Development &...

Education
Christopher Newport University   2007 — 2011
Bachelor of Science, Biology

Sharon Storey Sharon Storey Washington D.C. Metro Area Details
Sharon Storey's Edelman Financial Services Experience April 2010 - April 2012
Job Microsoft Dynamics CRM System Analyst at ICF International
Industry Information Technology and Services
Experience
ICF International  December 2013 - Present
Catapult Systems  August 2012 - December 2013
Edelman Financial Services   April 2010 - April 2012
Edelman Financial Services   June 2008 - April 2010
Campbell Wealth Management  March 2007 - May 2008
NVMS  June 2005 - February 2007

Skills
SharePoint, CRM, Agile Methodologies, Scrum, Business Analysis, Software Consulting, Microsoft Dynamics, Microsoft SQL Server, Microsoft Excel, Microsoft CRM, Process Improvement, Software Documentation

Education
George Mason University   2009 — 2010
Tech Advance Certificate, Web Design and Development

Christendom College   2001 — 2005
Bachelor of Arts (B.A.)

Margaret Willson Margaret Willson Washington D.C. Metro Area Details
Margaret Willson's Edelman Financial Services Experience April 2011 - September 2012
Job Managing Partner and Marketing Writer
Industry Marketing and Advertising
Experience
Copyringer   July 2013 - Present
Edelman Financial Services   April 2011 - September 2012
Janus Capital Group  May 1999 - November 2006
Kiplinger Washington Editors  April 1997 - March 1999
Area Access, Inc.   June 1990 - December 1996

Skills
Marketing, Direct Mail, Lead Generation, Advertising, Internal Communications, Corporate Communications, Research, Online Advertising, Copy Editing, Marketing Communications, CRM, Social Media Marketing, Online Marketing, Marketing Strategy, Email Marketing, WordPress, Strategic Planning

Education
George Mason University
English

Jason Gorczyca Jason Gorczyca Boca Raton, Florida Details
Jason Gorczyca's Edelman Financial Services Experience September 2014 - Present
Job
Industry Financial Services
Experience
Edelman Financial Services   September 2014 - Present

Skills
Series 7, Series 65, Series 63, Series 24, Series 6, Fundraising, Marketing, Investments, Finance, Insurance, Event Planning, Strategic Financial..., Mutual Funds, Fixed Annuities, Social Media, Sales, Public Speaking, Strategic Planning, Retirement Planning, Retirement, Financial Analysis, Securities, Customer Service, Leadership, Asset Allocation, Life Insurance, Disability Insurance, CRM

Education
University of Chicago - Committee on International Relations   2003 — 2004
International Relations

Miami University   1995 — 1999
Bachelor of Arts, Political Science

Sylvania Northview   1991 — 1995

RJ Rittereiser RJ Rittereiser Greater Philadelphia Area Details
RJ Rittereiser's Edelman Financial Services Experience May 2013 - June 2013
Job Vice President, Business Development LPL Financial www.FINRA.org, www.SIPC.org
Industry Financial Services
Experience
LPL Financial  November 2013 - Present
Edelman Financial Services   May 2013 - June 2013
Ashfield Capital Partners, LLC  December 2011 - May 2013
Evermore Global Advisors   2011 - October 2011
UBS Wealth Management  September 2002 - October 2010
UBS Wealth Management  September 2002 - April 2004
Merrill Lynch  May 1997 - September 2002

Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts

Education
Providence College   1991 — 1995
BA, History

Rosie Stahl Rosie Stahl Washington D.C. Metro Area Details
Rosie Stahl's Edelman Financial Services Experience June 2014 - Present
Job Marketing Specialist at Edelman Financial
Industry Financial Services
Experience
Edelman Financial Services   June 2014 - Present
PNC  May 2009 - June 2014
LA Air National Guard, USAF   January 2006 - January 2012
Weddings InStyle Magazine   2007 - 2009
WWL-TV  2008 - 2008
Big Easy Magazine   2007 - 2008
Loyola University  2006 - 2008

Skills
Lotus Notes, Microsoft Excel, Outlook, PowerPoint, Banking, Event Planning, Microsoft Office, Office Management, Administrative..., Customer Service, Copywriting, Communication, Social Media, News Writing, Strategic Planning, Strategic Communications, Creative Writing, Intercultural..., Project Management, Editing, Leadership, Newsletters, Management, Writing

Education
George Mason University   2012 — 2014
Master of Arts (MA), Strategic Communication

Loyola University New Orleans   2004 — 2008
Bachelor of Arts (BA), Mass Communication/Media Studies

Vladimir Benoit, CRPC®, APMA® Vladimir Benoit, CRPC®, APMA® Greater Boston Area Details
Vladimir Benoit, CRPC®, APMA®'s Edelman Financial Services Experience October 2011 - April 2015
Job Premier Banker at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   2015 - Present
Edelman Financial Services   October 2011 - April 2015
Danversbank  December 2009 - July 2011
New York Life  January 2009 - November 2009
Fidelity Investments  November 2007 - November 2008

Skills
Investments, Securities, Customer Service, Retirement Planning, Wealth, Leadership, Retirement, Mutual Funds, Sales, Wealth Management, Financial Advisory, Finance, Insurance, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Series 7, Series 63, Series 65

Education
Fitchburg State University   2003 — 2007
Business Administration, Marketing and Management

Somerville High

Matthew Preddy, CRPC Matthew Preddy, CRPC Richmond, Virginia Details
Matthew Preddy, CRPC's Edelman Financial Services Experience September 2014 - Present
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services   September 2014 - Present
TD Ameritrade  August 2007 - August 2014
UBS Wealth Management  April 2006 - July 2007
Waddell & Reed  July 2004 - April 2006
Action Oldsmobile Cadillac GMC Trucks, Inc   May 1999 - August 2001

Skills
Client Development, Qualifying Prospects, Computer Proficiency, Client Counseling, Investment Strategies, Communication Skills, Account Management, Sales Management, New Business Development, Series 7, Series 66, Uniform Combined State..., Retirement Planning, Mutual Funds, Strategic Financial..., Bonds, Asset Allocation, FINRA, Retirement, ETFs, Securities, 401k, IRAs, Personal Financial..., High Net Worth..., Relationship Management, Investment Management, Asset Management, Options, Sales, Stocks, Retirement Plan..., Series 65, Series 63, Investment Advisory, Wealth Management, Series 24, Financial Advisory, Insurance, Wealth Management..., Financial Services, Finance, Alternative Investments, Equities, Portfolio Management, Estate Planning, Trading, Life Insurance, Separately Managed..., Financial Planning

Education
College for Financial Planning   2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services

Randolph-Macon College   2000 — 2004
Bachelor of Arts, Economics and Business; Minor in Mathematics

Mark Christensen Mark Christensen Fairfax, Virginia Details
Mark Christensen's Edelman Financial Services Experience October 2014 - Present
Job Investment Advisor Compliance Manager | Operational Risk | Wealth Management | Investment Management
Industry Financial Services
Experience
Edelman Financial Services   October 2014 - Present
SteelRiver Infrastructure Partners  May 2009 - March 2014
Babcock & Brown  July 2007 - May 2009
JPMorgan Chase  2002 - 2007
JPMorgan Chase  2001 - 2002
JPMorgan Chase  1996 - 2001
JPMorgan Chase  1988 - 1995
JPMorgan Chase  1982 - 1988

Skills
Risk Management, Operational Risk, Corporate Governance, Due Diligence, Asset Management, Enterprise Risk..., Regulatory Compliance, Private Equity, Internal Controls, Auditing, Socially Responsible..., Project Management, Program Management, Capital Markets, Change Management, Corporate Social..., Compliance, Credit Risk, Market Risk, Audit, Internal Control, Policy Development, Business Process..., Investment Management, Alternative Investments, Investment Advisers Act, Investment Company Act, KYC, AML, Dodd-Frank, Financial Risk, Mergers & Acquisitions, Investment Banking, Operational Due..., COSO Framework, Business Process..., Business Transformation, Volcker Rule, Enhanced Prudential..., Financial Services, Infrastructure, Operational Risk..., Internal Audit, IT Audit, CPA, External Audit, Internal/External..., SEC Filings, Disclosure Reporting, Risk Assessment

Education
Michigan State University
Bachelor's degree, Accounting

Andrew Makowski Andrew Makowski Lanham, Maryland Details
Andrew Makowski's Edelman Financial Services Experience July 2014 - Present
Job Freelance Graphic Designer
Industry Design
Experience
Edelman Financial Services   July 2014 - Present
Daniel Krienbuehl Contractors Inc.   October 2011 - June 2015

Skills
Graphic Design, Illustrator, Photoshop, Creative Direction, InDesign, Adobe Muse

Education
Carrington College California-Sacramento   2011 — 2013
Associate of Science (AS), Graphic Design

Cypress College   2010 — 2011
General Education

Robert Steczkowski, CFP® Robert Steczkowski, CFP® New York, New York Details
Robert Steczkowski, CFP®'s Edelman Financial Services Experience September 2013 - Present
Job Associate Director, CFP®
Industry Financial Services
Experience
Edelman Financial Services   September 2013 - Present
Fidelity Investments  June 2013 - September 2013
Fidelity Investments  2007 - September 2013
Merrill Lynch  2005 - 2006
Barnard Jacobs Mellet   2000 - 2004

Skills
Asset Management, Asset Allocation, Fixed Income, Finance, Alternative Investments, Estate Planning

Education
Loyola University Maryland   1994 — 1998
BBA, Finance

Fairfield College Preparatory School   1990 — 1994

Sarah Levin Sarah Levin Washington D.C. Metro Area Details
Sarah Levin's Edelman Financial Services Experience July 2014 - Present
Job Senior Accountant at Edelman Financial Services
Industry Accounting
Experience
Edelman Financial Services   July 2014 - Present
BDO USA LLP  January 2009 - June 2014
Longwood University  July 2007 - May 2008

Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Statements, Financial Analysis, QuickBooks, Internal Controls, GAAP, General Ledger, US GAAP, Revenue Recognition, Accounts Payable, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office

Education
Longwood University   2004 — 2008
Bachelors of Science in Business Administration, Accounting and Finance

Christopher G. Werner Christopher G. Werner Greater Philadelphia Area Details
Christopher G. Werner's Edelman Financial Services Experience October 2014 - Present
Job Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   October 2014 - Present
Northwestern Mutual  August 2013 - October 2014
Ameriprise Financial  2006 - August 2013
MetLife Financial Services  2005 - 2006

Education
SUNY Empire State College
Bachelor of Science (B.S.), Finance

Stasi Sabinin Stasi Sabinin Washington D.C. Metro Area Details
Stasi Sabinin's Edelman Financial Services Experience July 2013 - Present
Job Associate at Edelman Financial Services
Industry Political Organization
Experience
Edelman Financial Services   July 2013 - Present
EDMC  October 2012 - July 2013

Skills
NGOs, Admissions Counseling, Higher Education, Communicative Skills, Community Outreach, Event Planning, Student Recruiting, Social Media, Research, Resume Writing, Microsoft Office, Student Financial Aid, Admissions, Interviews, Management

Education
Radford University   2006 — 2010
Bachelor's degree, Political Science and Government

William Hayes William Hayes Washington D.C. Metro Area Details
William Hayes's Edelman Financial Services Experience 2013 - Present
Job General Counsel at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   2013 - Present

Skills
Compliance, Regulatory Affairs, Legal, Brokerage, Investment Management, Investment Advisory, Mutual Funds, Insurance, Fixed Annuities, Financial Regulation, Variable Annuities, Life Insurance, Investment Banking, Trust, Private Banking, Alternative Investments, Hedge Funds, Risk Management, Series 7, Series 24, Series 63, Securities

Education
New York University
Doctor of Law (J.D.)

SUNY Albany
Bachelor of Science (BS), Economics

Jodi Kuraner, PMP Jodi Kuraner, PMP Washington D.C. Metro Area Details
Jodi Kuraner, PMP's Edelman Financial Services Experience January 2012 - Present
Job Marketing and Communications Project Manager
Industry Financial Services
Experience
Edelman Financial Services   January 2012 - Present
Sallie Mae  November 2005 - June 2011
Army Times Publishing Company  2003 - 2004
The McGraw-Hill Companies, Aviation Week   2001 - 2003
Commtek Communications Corporation   1998 - 2001
Feld Entertainment  1996 - 1998

Skills
Project Management..., Yellow Belt in Six..., PMP, Six Sigma, Project Management, Email Marketing, CRM, Direct Marketing, Management, B2B, Project Planning, Digital Marketing, Marketing, Marketing Management, Leadership, Advertising, Strategy, Marketing Strategy, Segmentation, Marketing Communications, Online Marketing

Education
George Mason University - School of Business   1993 — 1995
Bachelor of Science (B.S.), Marketing

George Mason University   1990 — 1995
Bachelor of Science, Marketing

Ty O'Bryan Ty O'Bryan Fairfax, Virginia Details
Ty O'Bryan's Edelman Financial Services Experience August 2013 - Present
Job Procedure Writer for an Independent Financial Services Firm
Industry Writing and Editing
Experience
Edelman Financial Services   August 2013 - Present
The Writing Program - Syracuse University   August 2003 - June 2013
Tech Edit and Media Services   October 2002 - August 2003
Talent Search and Upward Bound at Virginia Tech   September 2002 - July 2003
Virginia Tech Athletic Department   July 2002 - July 2003
Virginia Tech  August 2001 - May 2002
EyeVelocity, Inc   August 1999 - December 2000
EyeVelocity, Inc   November 1998 - August 1999

Skills
Editing, Creative Writing, Rhetoric, Teaching, Proposal Writing, Research, Proofreading, Technical Writing, Copy Editing, Instructional Design, New Media, Social Media, Curriculum Development, Curriculum Design, Technical Communication, Higher Education, University Teaching, Academic Writing, Writing, Human-computer..., Copywriting, Photoshop, E-Learning, Teaching Writing, Critical Theory, Blogging, User Interface, End User Training, Document Design, Visual Communication, Data Analysis, Public Speaking, Distance Learning, Web Design, WordPress, Usability Testing, Usability Design, Website Redesign, Instructor-led Training, Corporate Communications, Collective Intelligence, Documentation, Writing Skills, Information Architecture, Content Management, XHTML, CSS, SDLC

Education
Virginia Polytechnic Institute and State University   1996 — 2002
Master of Arts, English

Virginia Polytechnic Institute and State University   1991 — 1995
Bachelor of Arts, Communication Studies

Syracuse University
Doctor of Philosophy, Composition and Cultural Rhetoric

Russell Day Russell Day Washington D.C. Metro Area Details
Russell Day's Edelman Financial Services Experience June 2012 - August 2012
Job Chief Technical Officer at Eridani Crops
Industry Financial Services
Experience
Eridani Crops   August 2015 - Present
McGladrey  October 2013 - July 2015
Edelman Financial Services   June 2012 - August 2012
MetLife  June 2011 - August 2011
Lifetime Fitness  June 2009 - August 2010

Skills
Excel, Microsoft Office, Visual Basic, Writing, HTML, PowerPoint, Access, Word, Outlook, Customer Service, Java, Accounting, Microsoft Excel, Microsoft Word, Time Management

Education
James Madison University - College of Business   2008 — 2013
BBA, Accounting, Computer Information Systems

Robyn Slaughter Robyn Slaughter Richmond, Virginia Area Details
Robyn Slaughter's Edelman Financial Services Experience July 2012 - Present
Job New Accounts Specialist for an Investment Firm
Industry Financial Services
Experience
Edelman Financial Services   July 2012 - Present
The Old Country Store Antiques   March 2012 - Present
Northwestern Mutual  June 2007 - July 2012

Skills
Microsoft Office, Clerical Duties, Administrative Support, Attention To Detail, Multitasker, Customer Satisfaction, Recruiting, Wealth Accumulation, Office Management, Administrative..., Life Insurance, Clerical Work

Education
Strayer University   2008 — 2012
Bachelor's, Business Administration; Finance

Christopher Newport University
Bachelor's, Business Administration; Management

Chris Toadvine Chris Toadvine Orlando, Florida Area Details
Chris Toadvine's Edelman Financial Services Experience August 2014 - Present
Job CERTIFIED FINANCIAL PLANNER Practitioner tm
Industry Financial Services
Experience
Edelman Financial Services   August 2014 - Present
Toadvine & Associates   October 2002 - August 2014
Ronald Blue & Co.   1998 - 2002
Champion International Corporation  1993 - 1996

Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Financial Planners, Securities, Estate Planning, Mutual Funds, Wealth Accumulation, Finance, Financial Advisory, Fixed Annuities, Series 7, Wealth, Asset Allocation, Investment Advisory

Education
Georgia State University   1997 — 1998
M.S., Financial Planning

Florida State University   1991 — 1993
B.S., Business

Polk State College   1989 — 1991
A.A., Liberal Arts

Ann Crehan Ann Crehan Baltimore, Maryland Area Details
Ann Crehan's Edelman Financial Services Experience August 2010 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2010 - Present
CFP(r)   March 2002 - Present
Merrill Lynch  January 1999 - December 2009
M&T Bank  July 1996 - February 1999
First National Bank of Maryland  January 1998 - January 1999
First National Bank of MD  January 1997 - January 1998
First National Bank of MD  January 1996 - January 1997

Education
Loyola University Maryland   1997 — 2000
MBA, Finance Concentration

Mount Saint Mary's College   1992 — 1996
Bachelor of Science (B.S.), Business

American CollegeBryn

Loyola College
MBA, Finance

Mount St. Mary's University
BS, Business; Finance

Brian J. McGuire, CFP® Brian J. McGuire, CFP® Washington D.C. Metro Area Details
Brian J. McGuire, CFP®'s Edelman Financial Services Experience April 2014 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   April 2014 - Present
USAA  April 2011 - April 2014
Bernard R. Wolfe & Associates, Inc.   December 2005 - May 2011
Merrill Lynch  December 2004 - December 2005
Marriott International  February 1999 - December 2004

Education
Boston University   2007 — 2008
Financial Planning

University of Maryland College Park   1996 — 2000
Bachelor of Arts, Government and Politics

Brandon Croxton Brandon Croxton Baltimore, Maryland Area Details
Brandon Croxton's Edelman Financial Services Experience October 2010 - Present
Job Client Services Associate
Industry Financial Services
Experience
Edelman Financial Services   October 2010 - Present
st Mariner Bank   May 2009 - September 2009
1st Mariner Bank  September 2008 - May 2009
1st Mariner Bank  July 2007 - September 2008
1st Mariner Bank  April 2007 - November 2007
1st Mariner Bank  August 2004 - April 2007
1st Mariner Bank  May 2003 - August 2004
Call Center  May 2002 - May 2003
1st Mariner Bank  May 2001 - May 2002
Call Center  May 2000 - May 2001

Education
Howard University   1996 — 2001
Bachelor's, Finance

The Gilman School

Jeffrey Otway Jeffrey Otway Greater Chicago Area Details
Jeffrey Otway's Edelman Financial Services Experience May 2013 - Present
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services   May 2013 - Present
JPMorgan Chase & Co.   March 2012 - June 2013
State Farm  August 2010 - June 2012
Old Second National Bank  June 2009 - October 2010

Skills
Teaching, Customer Service, Risk Management, Banking, Leadership, Public Speaking, Microsoft Office, Loans, Mortgage Lending, Insurance, Microsoft Excel

Education
Saint Xavier University   2007 — 2009
B.A., Social Sciences-History/Secondary Education

Christie Nader Christie Nader Washington D.C. Metro Area Details
Christie Nader's Edelman Financial Services Experience December 1997 - August 2013
Job Senior Director, Information Technology at MHM Services, Inc.
Industry Information Technology and Services
Experience
MHM Services, Inc. & Centurion Managed Care   December 2013 - Present
The UPS Store South Riding, VA & The UPS Store Brambleton, VA   November 2013 - Present
Edelman Financial Services   December 1997 - August 2013
Stone Ridge, Virginia HOA   February 2004 - February 2012
Edelman Financial Services   March 2002 - May 2008
Edelman Financial Services   December 1997 - March 2002
University of Maryland  August 1994 - December 1997
University of Maryland  June 1993 - August 1994

Skills
Team Leadership, Leadership Development, Unified Communications, Contract Negotiation, Vendor Management, Corporate Communications, Project Management, Program Management, PMP, Strategy, Requirements Analysis, Management, Social Media, Leadership, Business Analysis, CRM, Microsoft CRM, Cisco Unified..., SharePoint, Business Strategy, IT Management, IT Strategy, Project Planning

Education
University of Virginia   2008 — 2009
M.S., Masters in Management of Information Technology

George Mason University   1989 — 1993
B.A., Sociology

Jenny Tittle Jenny Tittle Washington D.C. Metro Area Details
Jenny Tittle's Edelman Financial Services Experience March 2012 - Present
Job HR Generalist at Edelman Financial Services
Industry Human Resources
Experience
Edelman Financial Services   March 2012 - Present
Pace Global Energy Services  July 2009 - March 2012
United Networks   June 2008 - May 2009
Bronco Federal Credit Union  May 2004 - May 2008
Center for Cultural Experiences In Prevention   October 2003 - May 2005

Skills
Benefits, Payroll Processing, Recruiting, ADP, New Employee Orientation, Employee Benefits, ADP Payroll, Human Resources, New Hire Orientations, HRIS, Payroll, Training, Onboarding, Employee Training, Interviews, Outlook

Education
Virginia Commonwealth University   2001 — 2005
Bachelor of Science, Communications

Barton College   2000 — 2001
Broadcast Journalism

Franklin High School

Ashley Seager Ashley Seager Charlotte, North Carolina Details
Ashley Seager's Edelman Financial Services Experience March 2014 - March 2014
Job Digital Media Coordinator at The Salvation Army Carolinas Division
Industry Public Relations and Communications
Experience
The Salvation Army Carolinas Division   April 2014 - Present
Edelman Financial Services   March 2014 - March 2014
Town of Vienna, VA Government  October 2013 - March 2014
George Mason University  August 2008 - March 2014
Virginia Tech  January 2013 - May 2013
NBC affiliate Roanoke VA   August 2012 - December 2012

Skills
Facebook, Editing, Final Cut Pro, Broadcast, Social Media, InDesign, Dreamweaver, Adobe Creative Suite, iMovie, WordPress, Mac OS, PC, Non-linear Editing, Interviews, Team Leadership, Teamwork, HTML 5, HTML, CSS, Customer Service, Technical Writing, Film Production, Komodo Edit, Microsoft Office, Microsoft Publisher, Illustrator

Education
Virginia Tech   2011 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies

Northern Virginia Community College   2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Latoya Denise Brown Latoya Denise Brown Greater New York City Area Details
Latoya Denise Brown's Edelman Financial Services Experience November 2007 - March 2010
Job Fashion Stylist and Creative Consultant
Industry Apparel & Fashion
Experience
Latoya D. Brown STUDIO   June 2011 - Present
New York Mercedes-Benz Fashion Week   September 2010 - September 2011
ALTUZARRA  November 2010 - June 2011
People Magazine, Hearst, Novartis   March 2010 - November 2010
Edelman Financial Services   November 2007 - March 2010
Wachovia Securities  September 2004 - November 2007

Skills
Fashion, Social Media, Marketing, Styling, Merchandising, Sales, Social Media Marketing, Public Relations, Blogging, Press Releases, Event Planning, Apparel, Trend Analysis, Luxury Goods, Photoshop, Retail, Management

Education
Fashion Institute of Technology   2010 — 2011

Old Dominion University   2000 — 2004

Brendan J. Baker Brendan J. Baker Fairfax, Virginia Details
Brendan J. Baker's Edelman Financial Services Experience 2009 - 2009
Job Founder of TikiText
Industry Information Technology and Services
Experience
Tesla Government   February 2014 - Present
TikiText   November 2013 - Present
Cvent  August 2012 - November 2013
Baker I/O Corp.   2012 - 2012
Region Ten CSB  2011 - 2012
Edelman Financial Services   2009 - 2009
UPS  2007 - 2009

Skills
JavaScript, Visual Basic, C++, C#, AngularJS, TypeScript, Spring Framework, REST

Education
James Madison University   2009 — 2012
Bachelor of Science (B.S.), Computer Science

Brendan McGillick, RFC® Brendan McGillick, RFC® Greater Los Angeles Area Details
Brendan McGillick, RFC®'s Edelman Financial Services Experience August 2011 - Present
Job Associate Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2011 - Present
TD Ameritrade  April 2010 - July 2011
Fidelity Investments  July 2008 - February 2010
Fidelity Investments  June 2003 - June 2008
Fidelity Investments  December 2001 - June 2003
Boardwalk Properties  June 2000 - September 2001

Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Financial Planning, Wealth Management

Education
Colby College   1996 — 2001
B.A., Government

The Kent School   1995 — 1996

Alan Facey, CFP® Alan Facey, CFP® Washington D.C. Metro Area Details
Alan Facey, CFP®'s Edelman Financial Services Experience 2007 - Present
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services   2007 - Present
Keel Point Advisors  September 2003 - December 2006
Morgan Stanley  July 2002 - September 2003
The Motley Fool  June 2000 - February 2001

Education
George Mason University   1991 — 1996
B.S., Public Administration

Mark Schaffer, CFP®, CLU, ChFC, MSFS Mark Schaffer, CFP®, CLU, ChFC, MSFS Cheshire, Connecticut Details
Mark Schaffer, CFP®, CLU, ChFC, MSFS's Edelman Financial Services Experience August 2011 - October 2013
Job Experienced Financial Advisor / Wealth Manager
Industry Financial Services
Experience
Coleman Financial Advisory Group   August 2014 - Present
United Northeast Financial Advisors   February 2014 - August 2014
Edelman Financial Services   August 2011 - October 2013
RDM FINANCIAL GROUP   June 2007 - August 2011
SCHAFFER TAX PLANNING   January 2004 - August 2011
Reby Advisors (formerly Robert J. Reby & Co., Inc.)   June 2005 - June 2007
SCHAFFER FINANCIAL PLANNING   January 1999 - January 2005
FLEET INVESTMENT MANAGEMENT  January 1994 - January 1999

Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Wealth Management, Holistic Financial..., Registered Investment..., Estate Planning, Long Term Care Insurance, High Net Worth..., Series 7

Education
The American College of Financial Services   2005 — 2010
Masters of Science Degree, Financial Services

Central Connecticut State University   1987 — 1994
Bachelors of Science, Finance and Management

Connie Green Connie Green Greater Detroit Area Details
Connie Green's Edelman Financial Services Experience January 2013 - Present
Job Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2013 - Present
Ameriprise Financial Services, Inc. (formerly H & R Block Financial Advisors   April 2002 - January 2013
Robert W Baird & Company  June 1998 - April 2002
Dever & Dew Professional Corp   January 1996 - January 1998
Parke-Davis/Warner-Lambert (Pfizer)   January 1995 - January 1996
Emergency Physicians Medical Group  January 1994 - January 1995
Comshare, Inc  January 1981 - January 1994

Skills
Trading, Customer Relations, Excel, Microsoft Office, Series 7, Retirement Planning, Customer Satisfaction, Word

Education
American Institute of Paralegal Studies   1994 — 1996
Master of Arts, Agency/Community Counseling

Eastern Michigan University   1990 — 1996
MA, Leadership & Counseling

University of Michigan   1972 — 1976
Bachelor of Arts, Psychology

Ed Hungler Ed Hungler Greater Chicago Area Details
Ed Hungler's Edelman Financial Services Experience May 2010 - Present
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services   May 2010 - Present

Skills
Certified Financial...

Education
DePaul University   2003 — 2005
Certified Financial Planning Program (CFP)

Ithaca College   1987 — 1991
BS, Marketing

Lori Bensing Lori Bensing San Francisco Bay Area Details
Lori Bensing's Edelman Financial Services Experience May 2012 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2012 - Present
Sanders Morris Harris, The Edelman Financial Group   December 2010 - May 2012
Oakleigh Wealth Management   July 2009 - December 2010
Stanford Group Company  December 2004 - February 2009
Bank of America Private Bank  February 2003 - November 2004
Morgan Stanley  1996 - 2003

Skills
Series 7

Education
Kansas State University   1979 — 1983
BA, Spanish

Dan Crimmins Dan Crimmins Greater New York City Area Details
Dan Crimmins's Edelman Financial Services Experience August 2009 - July 2011
Job Financial Coach, Registered Investment Advisor, DFA Advisor, Retirement Planning, 401k Rollovers, Financial Planning
Industry Financial Services
Experience
Crimmins Wealth Management   July 2011 - Present
Edelman Financial Services   August 2009 - July 2011
DPC Wealth Management   December 1998 - August 2009
DPC Wealth Management   December 1998 - August 2009
Standard & Poor's   1994 - 1996
Chase Manhattan Bank  1985 - 1994

Skills
Wealth Management, Strategic Financial..., Retirement, Personal Financial..., Investments, Retirement Planning, Financial Services, Wealth, Finance, Wealth Management..., Financial Advisory, Entrepreneurship, Investment Advisory, Personal Finance, Mutual Funds, Asset Allocation, Small Business, Investment Strategies, 401k, Investment Management, Bonds, IRAs, Financial Planners, 401k Rollovers

Education
Fordham Gabelli School of Business   1986 — 1989
MBA, Corporate Finance

Providence College   1981 — 1985
B.S., Business Management

Chaminade High School   1978 — 1981

Jessica Cline Jessica Cline Washington D.C. Metro Area Details
Jessica Cline's Edelman Financial Services Experience March 2013 - Present
Job Human Resources and Administrative Professional
Industry Human Resources
Experience
Edelman Financial Services   March 2013 - Present
Quality Business Engineering  2012 - 2013
ARAMARK  September 2010 - May 2012
Stride Rite  May 2010 - August 2011

Skills
Human Resources, Organization Skills, Microsoft Office, Visio, Administrative..., communication, Writing, Creativity, Superior Work Ethic, Onboarding, Interviews, Organization, Microsoft Word, Outlook, Customer Service, Office Administration, Critical Thinking, Administrative..., SharePoint, Time Management, HRIS, Event Planning, PowerPoint, Microsoft Excel, Organization, Communication

Education
Fred Pryor Seminars
Certification, HR basics course

Randolph-Macon Woman's College   2009 — 2012
Bachelor of Fine Arts (B.F.A.), Secondary Education and Teaching

Randolph-Macon Woman's College   2008 — 2012
Bachelor of Fine Arts (BFA), Fine and Studio Arts

Chantilly High School   2004 — 2008
Advanced diploma

Natalya Bagmet Natalya Bagmet Boca Raton, Florida Details
Natalya Bagmet's Edelman Financial Services Experience April 2015 - Present
Job Registered Client Service Associate at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services   April 2015 - Present
UBS Financial Services, Inc.   May 2011 - April 2015
Axiom Capital Management, Inc.   October 2010 - May 2011
Greystone Asset Management, LLC   June 2008 - May 2011

Education
City University of New York-Hunter College   2006 — 2008
BA, Economics

Marcelle Belisle, CFP® Marcelle Belisle, CFP® Greater Boston Area Details
Marcelle Belisle, CFP®'s Edelman Financial Services Experience January 2011 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2011 - Present
Morgan Stanley Smith Barney  May 2009 - December 2010
UBS  May 2006 - May 2009

Skills
Estate Planning, Retirement Planning, Series 7, Financial Planning, Retirement, Asset Management, Comprehensive Wealth..., Retirement Income..., Asset Allocation, Wealth Transfer, Investment Advisory, Insurance Planning, Financial Advisory, Personal Finance, Investment Management, Financial Goals, Wealth Management, Series 63, Securities, Certified Financial..., Investments, Portfolio Management, Investment Strategies, Series 65, Personal Financial..., IRAs, Insurance, Wealth Accumulation, ETFs, Bonds, Variable Annuities, Risk Management, Financial Services, Long-term Care, Equities, Fixed Income, Income Protection, Saving for Education, Long Term Care Insurance, Separately Managed..., Holistic Financial..., Life Insurance, 401k Rollovers, Disability Insurance, Savings, Strategic Financial..., Financial Planners, Wealth Management...

Education
Suffolk University - Sawyer School of Management   1984 — 1986
MBA, Finance

Alex Whitlatch Alex Whitlatch Phoenix, Arizona Details
Alex Whitlatch's Edelman Financial Services Experience January 2015 - June 2015
Job Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2015 - June 2015
Charles Schwab  September 2011 - December 2014
Applebee's  2003 - September 2011
The Arizona Republic  August 2009 - December 2009
The Arizona Republic  2007 - 2009
The Arizona Republic  January 2008 - June 2008
Marooned literary magazine   January 2008 - June 2008

Skills
Magazines, Sales, Social Networking, Marketing, Leadership, Editing, Customer Service, Research, Publications, Social Media Marketing, Social Media

Education
Arizona State University   2005 — 2010
Journalism and Mass Communciation

Walter Cronkite School of Journalism
B.A, Journalism and Mass Communication

Lisa Rizzo Lisa Rizzo Washington D.C. Metro Area Details
Lisa Rizzo's Edelman Financial Services Experience June 2014 - Present
Job Sr. Marketing Manager at Edelman Financial Services
Industry Marketing and Advertising
Experience
Edelman Financial Services   June 2014 - Present
Kastle Systems  May 2008 - June 2014
Time Life  July 2007 - May 2008
Time Life  December 2005 - July 2007
Time Life  November 2004 - November 2005
Central Intelligence Agency  2001 - 2001

Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Web Analytics, Marketing, Social Media, Email Marketing, Marketing Strategy, Product Development, Sales, Strategic Partnerships, Business Development, Customer Acquisition, Lead Generation, Product Marketing

Education
Radford University   2000 — 2004
BS, Media Studies/Advertising/Marketing

Cara Gilbride Cara Gilbride Greater New York City Area Details
Cara Gilbride's Edelman Financial Services Experience January 2011 - July 2014
Job Financial Services Professional/Photographer
Industry Financial Services
Experience
Callalily Studios   2008 - Present
Morgan Stanley  July 2014 - October 2014
Edelman Financial Services   January 2011 - July 2014
Dana's Angels Research Trust   May 2010 - May 2014
TD Ameritrade  2006 - 2009
TD Waterhouse  2003 - 2006
TD Waterhouse  2001 - 2003
TD Waterhouse  2001 - 2001
TD Waterhouse  1999 - 2001

Skills
Series 7, series 9, series 10, series 63, series 66, Investments, Financial Services, Series 63, Securities, Mutual Funds, Uniform Combined State..., Sales, Wealth Management, Equities, Options, FINRA, Trading, CRM, Risk Management, Management, Finance, Financial Advisory, Portfolio Management, Retirement Planning, Leadership, Business Development

Education
American University
BS, Pyschology

American University
BA, Communications

Florida State University- Center for Professional Development
Certificate, Financial Planning

Charles Brittenham Charles Brittenham Greater New York City Area Details
Charles Brittenham's Edelman Financial Services Experience January 2008 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Citi Personal Wealth Management  October 2010 - December 2011
Edelman Financial Services   January 2008 - January 2009
Fairfield Capital Advisory Group, LLC   2002 - 2008
SunAmerica  1996 - 2002
Eden Financial   1995 - 1996
McGuinness Companies   1992 - 1995
Motivational Marketing Concepts   1990 - 1992
Public Storage  1981 - 1990

Skills
Series 7, Mutual Funds, Annuities, Alternative Investments, Real Estate Investment, Retirement Planning, Retirement, Financial Planning, Estate Planning, Investments, Asset Management, Series 63

Education
Illinois State University
BS, Business Administration

Doug Keegan, CFP® Doug Keegan, CFP® Washington D.C. Metro Area Details
Doug Keegan, CFP®'s Edelman Financial Services Experience August 2010 - Present
Job Regional Director Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2010 - Present
Sullivan, Bruyette, Speros & Blayney, Inc.   February 2008 - July 2010
Jaqueline L. Powell & Associates   May 2005 - February 2008

Skills
Strategic Financial..., Financial Planners, Retirement, Retirement Planning, Financial Advisory, Risk Management, Investment Management, Wealth Management, Estate Planning, Mutual Funds, Investments, Leadership, Asset Management, Securities, Portfolio Management, Management, Asset Allocation, Personal Finance, Series 7, High Net Worth..., Finance, Wealth, Investment Advisory, Financial Services

Education
The University of Calgary   1996 — 1998
MBA, Finance

Akademia Muzyczna im. Fryderyka Chopina w Warszawie   1990 — 1995
BA/MA in Music, Piano

Osei Tutu Adjei Osei Tutu Adjei Houston, Texas Area Details
Osei Tutu Adjei's Edelman Financial Services Experience June 2015 - Present
Job Compliance at Edelman Financial Services
Industry Human Resources
Experience
Edelman Financial Services   June 2015 - Present
MD Anderson Cancer Center  December 2014 - Present
Pharmanet  December 2011 - January 2013

Skills
Management, Team Building, Strategic Planning, Leadership, Customer Service, Microsoft Excel, Talent Management, Sales, Training, Time Management, Data Entry, Accounts Payable, Outlook, PowerPoint, Social Services, FINRA, Onboarding

Education
Kwame Nkrumah' University of Science and Technology, Kumasi   2007 — 2011
Bachelor of Arts, Publishing

Opoku ware high school   2003 — 2006
High School Diploma, Business

Byron Lowens Byron Lowens Clemson, South Carolina Details
Byron Lowens's Edelman Financial Services Experience 2008 - 2009
Job User Centered Design Researcher
Industry Computer Software
Experience
IBM  June 2015 - Present
Virginia State University  August 2011 - May 2014
EMC  April 2011 - October 2013
Virginia State University  August 2010 - December 2010
Virginia State University  August 2009 - December 2010
Best Buy  April 2009 - March 2010
Federal Aviation Administration  2009 - 2009
Edelman Financial Services   2008 - 2009
WellPoint  February 2008 - December 2008

Skills
C++, Network Administration, Java, Python, Matlab, Telecommunications, Storage, Electronic Engineering, Troubleshooting, Linux, SQL, Windows, Operating Systems, Integration, Access, Microsoft Office, Technical Support, Customer Service, Networking, PowerPoint, Testing, Public Speaking, Hardware, C

Education
Clemson University   2014 — 2016
Doctor of Philosophy (Ph.D.), Human Centered Computing

Virginia State University   2009 — 2010
Master's, Computer Science

Southern University and Agricultural and Mechanical College at Baton Rouge   2003 — 2007
Bachelor's, Electronics Engineering

Corinne Dorey Corinne Dorey Raleigh, North Carolina Details
Corinne Dorey's Edelman Financial Services Experience July 2014 - Present
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   July 2014 - Present
Edelman Financial Services   October 2010 - July 2014
Spire Investment Partners  June 2009 - October 2010
MetLife  August 2005 - December 2008
Joseph J. Blake and Associates   January 2008 - February 2008
Beth Spence, CFP   December 2004 - August 2005
Orthopaedics East   June 1999 - October 2004

Skills
Microsoft Excel, Access, Analysis, Outlook, Microsoft Word, Lotus Notes, CRM, Marketing, Management, Public Relations, Administrative..., Time Management, System Administration, Variable Annuities, Mutual Funds, Stocks, Bonds, Retirement Planning, Wealth Management

Education
East Carolina University   1999 — 2004
BS, Family and Community Services

Brad Parker Brad Parker Washington D.C. Metro Area Details
Brad Parker's Edelman Financial Services Experience June 2014 - Present
Job Interactive Marketing Manager at Edelman Financial Services
Industry Online Media
Experience
Edelman Financial Services   June 2014 - Present
Edelman Financial Services   January 2014 - May 2014
The Nature Conservancy  August 2010 - December 2013
The Nature Conservancy  August 2010 - April 2012
Public Broadcasting Service  April 2009 - July 2010
HZDG  August 2008 - January 2009
AOL  November 2000 - January 2007
NewsChannel 8  1998 - 2000

Skills
Social Media, Web Content, Digital Marketing, Blogging, Twitter, Facebook, Editing, Content Strategy, Digital Media, Digital Strategy, Gamification, Content Development, Content Management, Web Content Management, Web Analytics, Social Media Marketing, New Media, Media Relations, SEM, Strategic Communications, Email Marketing, Mobile Marketing, Online Advertising, Digital Communication, Project Management

Education
Fort Lewis College   1990 — 1993
English, Communications, History

Rachelle Green Rachelle Green Richmond, Virginia Area Details
Rachelle Green's Edelman Financial Services Experience November 2007 - Present
Job Client Services
Industry Financial Services
Experience
Edelman Financial Services   November 2007 - Present
Wachovia Securities  September 2005 - November 2007
Andrews Federal Credit Union  April 2004 - August 2005

Skills
Series 7, Series 63, VA Life, Annuity, and..., Client Services, Microsoft Office, Office Administration, Banking, Investments, Securities, Financial Services

Education
Averett University
Bachelor's degree, Business Administration and Management, General

Dominique Hebert, CFP® Dominique Hebert, CFP® Miami/Fort Lauderdale Area Details
Dominique Hebert, CFP®'s Edelman Financial Services Experience November 2012 - May 2014
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2014 - Present
Edelman Financial Services   November 2012 - May 2014
Ameriprise Financial Services, Inc.   May 2012 - November 2012
Merrill Lynch  June 2011 - April 2012
BlackRock  June 2010 - March 2011
Merrill Lynch  September 2007 - June 2010

Skills
Series 7, Series 66, Life, Health & Variable..., Investments, Financial Services, Financial Advisory, Finance, Mutual Funds, Asset Allocation, Securities, Wealth Management, Retirement Planning, Alternative Investments, Retirement, Investment Advisory, 401k, Investment Strategies, Equities, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Fixed Annuities, Investment Management, Life Insurance, Pensions, Options, Insurance, Financial Markets, Separately Managed...

Education
Florida State University   2003 — 2007
BS, Finance

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™

Drew Lehman, CFP® Drew Lehman, CFP® Columbus, Ohio Details
Drew Lehman, CFP®'s Edelman Financial Services Experience March 2012 - May 2015
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management  May 2015 - Present
Edelman Financial Services   March 2012 - May 2015
KeyBank  October 2011 - February 2012
Chase  February 2010 - October 2011

Education
Cedarville University   2005 — 2009
Bachelor of Arts (B.A.), Business Administration Finance

Jeanne Baldwin CFP, ChFC Jeanne Baldwin CFP, ChFC Novi, Michigan Details
Jeanne Baldwin CFP, ChFC's Edelman Financial Services Experience January 2011 - Present
Job Financial Planner at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2011 - Present

Skills
Mutual Funds, Strategic Planning, Retirement Planning, Wealth Management, Investments, Financial Analysis, Series 7, Leadership, Financial Services, Portfolio Management

Education
Eastern Michigan University

Anthony Badillo, CFP® Anthony Badillo, CFP® Washington D.C. Metro Area Details
Anthony Badillo, CFP®'s Edelman Financial Services Experience February 2013 - Present
Job Financial Planning Analyst
Industry Financial Services
Experience
Edelman Financial Services   February 2013 - Present
Success Academy Charter Schools  June 2012 - February 2013
Teach For America  June 2012 - February 2013
Fronteir 21 Education Solutions   July 2011 - May 2012
Edelman Financial Services   August 2009 - May 2011
Merrill Lynch  January 2007 - January 2009

Skills
Investments, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Wealth Management, Financial Services

Education
Lafayette College   2003 — 2007
Bachelor's degree, Economics and Business, Cum Laude with Honors

Isabel Barrow Isabel Barrow Alexandria, Virginia Details
Isabel Barrow's Edelman Financial Services Experience May 2013 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2013 - Present
Fidelity Investments  March 2005 - April 2013
Morgan Stanley  September 2001 - March 2005

Education
Hamilton College   1995 — 1999
Bachelor of Arts (B.A.), Economics

Sidwell Friends High School

Mark Katzenberger Mark Katzenberger Washington D.C. Metro Area Details
Mark Katzenberger's Edelman Financial Services Experience 1997 - 2002
Job Dynamics CRM Architect & Evangelist
Industry Computer Software
Experience
Catapult Systems  February 2013 - August 2015
CIBER, Inc.   March 2011 - February 2013
MetroStar Systems  2009 - March 2011
Bank of Montreal  2005 - 2008
Riggs Bank  2002 - 2005
Edelman Financial Services   1997 - 2002

Skills
SharePoint, Access, Microsoft CRM, Requirements Analysis, Requirements Gathering, Business Analysis, Technical Documentation, Business Process, Software Development, CRM, Microsoft Dynamics, SDLC, Visio, SQL, Software Project..., Integration, Management, Business Intelligence, Microsoft SQL Server, Business Process..., Enterprise Architecture, Solution Architecture, Agile Project Management, Systems Analysis, Databases, Portfolio Management, Database Design, Business Requirements, TFS, Agile Methodologies

Education
Southern Illinois University, Carbondale   1984 — 1989
BA, Economics

Brady Morrison, CFP® Brady Morrison, CFP® Boca Raton, Florida Details
Brady Morrison, CFP®'s Edelman Financial Services Experience January 2013 - December 2013
Job Relationship Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  October 2014 - Present
Girard Securities  February 2014 - Present
United Capital Financial Advisers, LLC  December 2013 - September 2014
Edelman Financial Services   January 2013 - December 2013
RBC  November 2011 - November 2012
RBC  December 2010 - November 2011
Queen's University Men's Hockey   September 2007 - March 2009
Ottawa 67's, Ontario Hockey League (OHL)   October 2005 - April 2007
Kingston Frontenacs, Ontario Hockey League (OHL)   September 2004 - October 2005

Skills
Series 7, Series 66, 2-15 Health & Life..., Investment Funds in..., Financial Planning, Investment Management, Risk Management, Asset Allocation, Financial Services, Management

Education
College for Financial Planning   2013 — 2015
CFP® Certification Professional Education Program

Athabasca University   2008 — 2013
B.Comm, Finance

Janna McLaurin Janna McLaurin Washington D.C. Metro Area Details
Janna McLaurin's Edelman Financial Services Experience June 2010 - August 2012
Job Manager of Web Production and Online Marketing at Verisign
Industry Marketing and Advertising
Experience
VERISIGN  August 2012 - Present
Edelman Financial Services   June 2010 - August 2012
Time Life  June 2008 - June 2010
XM Satellite Radio  October 2007 - June 2008
INPUT  July 2006 - October 2007
Liberty Tax Service  December 2005 - April 2006

Skills
Email Marketing, SEM, Web Analytics, Google Adwords, Yahoo Search Marketing, Social Media, HTML, Excel, Online Marketing, Marketing Strategy, Microsoft Excel, Strategic Planning, Competitive Analysis, Online Advertising, Segmentation, Database Marketing, Landing Page..., Google Analytics, Analytics, Social Media Marketing

Education
Old Dominion University - College of Business and Public Administration   2002 — 2006
Bachelors of Science, Marketing

Kristin Rafferty Kristin Rafferty Arlington, Virginia Details
Kristin Rafferty's Edelman Financial Services Experience April 2015 - Present
Job Meeting and Events Planner at Edelman Financial Services
Industry Events Services
Experience
Edelman Financial Services   April 2015 - Present
Food Allergy Research & Education  February 2014 - April 2015
Meeting Masters, Inc.   September 2011 - February 2014

Skills
Event Planning, Event Management, Meeting Planning, Conference Registration, Social Media Marketing, Customer Service, Hotel Booking, Management, Public Relations, Nonprofits, Sales, Marketing, Social Networking, Hotels, Contract Negotiation, Public Speaking, Rooming Lists, Registration Services

Education
Radford University
English Language and Literature, General

Raymond F. Conlon, CFP® AIF® Raymond F. Conlon, CFP® AIF® Tempe, Arizona Details
Raymond F. Conlon, CFP® AIF®'s Edelman Financial Services Experience January 2015 - Present
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2015 - Present
Merrill Edge  April 2013 - April 2014
Boston University - Metropolitan College  January 2012 - March 2013
Citi  September 2010 - December 2012
LPL Financial  August 2008 - August 2009
Cetera Financial Group  October 2005 - September 2008
Wells Fargo  April 2007 - August 2008
Natixis Global Asset Management  June 1998 - August 2003
AMG Funds  January 1997 - June 1998
First Foundation Inc.  July 1994 - December 1996

Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7

Education
Fairfield University   1972 — 1976
BS, Finance, General, 3.5

Montclair High School, Montclair NJ   1968 — 1972
High School, Pre-College, Straight A's............

Peter Holliday Peter Holliday Orange County, California Area Details
Peter Holliday's Edelman Financial Services Experience January 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
Edelman Financial Services   January 2014 - Present
Charles Schwab  September 2006 - January 2014
Fidelity Investments  April 2006 - September 2006
LPL Financial  July 2004 - February 2006
Waddell & Reed  February 2003 - July 2004

Skills
Series 7,66,9,10, CA Insurance License, 10 Years industry..., Series 7, Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Financial Services, Equities, Securities, Strategic Financial..., Asset Management

Education
University of California, Riverside   2005 — 2006
Certificate in Personal Financial Planning

California State University-San Bernardino   2003 — 2005
Master of Business Administration (MBA)

University of Nevada-Reno   1993 — 1997
Bachelor's degree, Science

Edwin Cornejo Edwin Cornejo Fairfax, Virginia Details
Edwin Cornejo's Edelman Financial Services Experience July 2011 - Present
Job Commissions Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   July 2011 - Present
Jones Lang LaSalle  September 2006 - December 2011
2006-2006 Department of Justice (USMS)   January 2006 - August 2006
American Chiropractic Association  October 2001 - January 2006
American Chiropractic Association  October 1999 - October 2001

Skills
Financial Analysis, Sales, Payroll, Microsoft Dynamics, Microsoft Office, Customer Service, Finance, Account Reconciliation, Accounts Receivable, Process Improvement, Accounting, Accounts Payable, Microsoft CRM

Education
Strayer University   2005 — 2007
Bachelor of Science, Business, Management

George Mason University   2002 — 2006
General Studies

Bob Sargent Bob Sargent Alexandria, Virginia Details
Bob Sargent's Edelman Financial Services Experience 2014 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   2014 - Present
Fidelity Investments  2012 - 2014
Merrill Lynch  2010 - 2012
J.P. Morgan   2005 - 2009

Skills
Certified Financial...

Education
Amherst College   2001 — 2005
Bachelor of Arts (BA), Economics

Jack London Jack London Greater Boston Area Details
Jack London's Edelman Financial Services Experience January 2011 - Present
Job Associate Director of Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   January 2011 - Present
Town of Dover, MA   July 2010 - Present
Wellesley Police Department   April 2006 - Present
London Financial Services   February 1993 - January 2015
National Bank of Greece  1992 - 1993
Continental Wingate   1990 - 1992
Bank of Boston  1989 - 1990
US Trust Company  1988 - 1989

Skills
Public Safety, Risk Management, Asset Managment, Estate Planning, Financial Planners, Plannning, Cash Flow Forecasting, Series 7, Investments, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Strategic Planning, Strategic Financial..., Asset Management, Wealth Management, Insurance, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1986 — 1988
Master of Business Administration (M.B.A.)

Tufts University   1980 — 1984
Bachelor's Degree

Belmont Hill School   1974 — 1980
High School

Debbie Dull Debbie Dull Washington D.C. Metro Area Details
Debbie Dull's Edelman Financial Services Experience November 2012 - Present
Job Business Systems Specialist
Industry Financial Services
Experience
Edelman Financial Services   November 2012 - Present
All Star Sports, Woodbridge, VA   October 2009 - December 2011
NRUCFC  January 1999 - May 2009
National Rural Utilities Cooperative Finance Corporation (NRUCFC)   January 1995 - January 1999

Skills
Business Process..., Editing, Customer Relations, Technical Writing, Microsoft Office 2007, Product Development, Account Management, Analysis, Requirements Analysis, Requirements Gathering, Business Analysis, Documentation, Functional..., Process Development, Non-profits, Leading Cross..., SME, User Acceptance Testing, End User Training, End User Support, Process Improvement, Procedure Development, Procedures Manuals, Procedure Analysis, Software Development, Business Rules, SDLC, Agile Methodologies, Interdepartmental..., Disaster Recovery, Portfolio Management, Cross-functional Team..., Financial Analysis, Banking

Education
Strayer University (VA)   1990 — 1995
Bachelor Of Science, Business Administration

Jakeeta Plumley, SHRM-CP, PHR Jakeeta Plumley, SHRM-CP, PHR Richmond, Virginia Area Details
Jakeeta Plumley, SHRM-CP, PHR's Edelman Financial Services Experience September 2008 - January 2009
Job Vice President, Human Resources
Industry Human Resources
Experience
Village Bank  May 2009 - Present
Edelman Financial Services   September 2008 - January 2009

Skills
PHR Certified, SHRM-CP

Education
Fayetteville State University   2007 — 2008
B.S. Business Admin., Business Mgmt.

Erika Koneczny Erika Koneczny Washington D.C. Metro Area Details
Erika Koneczny's Edelman Financial Services Experience September 2010 - April 2015
Job Senior Meeting & Event Planner at Cvent
Industry Financial Services
Experience
Cvent  April 2015 - Present
Edelman Financial Services   September 2010 - April 2015

Skills
Marketing Communications, Meeting Planning, Corporate Events, Event Management, Event Planning, Corporate Communications, Public Relations, Cvent, Seminar Marketing, On-site Execution, Travel Planning, Venue Scouting, Sales, Customer Service, Marketing, Social Media, Leadership, Management, Social Networking, Marketing Strategy, Trade Shows, Time Management, Social Media Marketing

Education
Radford University   2004 — 2008
Bachelor of Science (B.S.), Communication

Troy Wyman, CFP® Troy Wyman, CFP® Greater Detroit Area Details
Troy Wyman, CFP®'s Edelman Financial Services Experience May 2013 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2013 - Present
Financial Planning Association of Michigan   January 2011 - Present

Education
Albion College   1994 — 1998
Bachelor of Arts

Bret Svedberg Bret Svedberg Washington D.C. Metro Area Details
Bret Svedberg's Edelman Financial Services Experience March 2013 - Present
Job Sr. Director, Human Resources at Edelman Financial Services
Industry Human Resources
Experience
Edelman Financial Services   March 2013 - Present
Capital Vision Services, LLC d/b/a MyEyeDr.   September 2011 - March 2013
Interactive Technologies Group, Inc.   October 2009 - September 2011
The Hertz Corporation  November 2004 - October 2009
Giant Food LLC  May 1997 - November 2004

Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Recruiting, Coaching, Human Resources, Leadership, Process Improvement, Management, Organizational..., Workforce Planning, Personnel Management, Training, Talent Acquisition, Deferred Compensation, Operations Management, Change Management, Team Building, Strategic Planning, Hiring, Labor Relations, Employment Law, Temporary Placement, New Hire Orientations, Policy, Screening, Employee Engagement, Applicant Tracking..., Employee Benefits, Onboarding, Program Management, HRIS, College Recruiting, HR Policies, Organizational Design, Interviews, FMLA, Benefits Administration, Leadership Development, Job Descriptions, Compensation & Benefit, HR Consulting, Career Development, Organizational..., HR Transformation, Human Capital, Internet Recruiting, Employer Branding

Education
George Mason University   1993 — 1997
BS, Psychology, concentration in industrial-organizational psychology

Adam Karron, JD, CWS® Adam Karron, JD, CWS® Miami/Fort Lauderdale Area Details
Adam Karron, JD, CWS®'s Edelman Financial Services Experience 2011 - Present
Job Asscociate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   2011 - Present
PNC Wealth Management (fka National City Private Client Group)   2008 - 2010
Wachovia Wealth Management  2007 - 2008
Wachovia Securities  2006 - 2007
SunTrust Investment Services  2005 - 2005
Karron Financial   1998 - 2005

Education
New York Law School
Juris Doctor, Law

Villanova University
BA, Psychology

Javier Chavarria Jr. Javier Chavarria Jr. Houston, Texas Details
Javier Chavarria Jr.'s Edelman Financial Services Experience July 2011 - August 2011
Job Intern at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB  June 2015 - Present
MD Anderson Cancer Center  May 2014 - August 2014
AEI Energy   May 2013 - August 2013
Edelman Financial Services   July 2011 - August 2011
Zina Garrison Tennis Academy   May 2011 - August 2011
Applied Structural Dynamics Inc.   July 2010 - August 2010

Skills
Data Analysis, Market Research, Mergers & Acquisitions, Matlab, Microsoft Office, Trading, Engineering, Quality Engineering, Inventory Analysis, Options, Valuation, Financial Statement..., International Shipping, SQL, Database Design, HTML

Education
Purdue University   2012 — 2016
Bachelors, Industrial Engineering

Strake Jesuit College Preparatory   2008 — 2012

Shari Curtiss Shari Curtiss Fairfax, Virginia Details
Shari Curtiss's Edelman Financial Services Experience August 2014 - Present
Job Executive Assistant to Chairman & CEO at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2014 - Present
Computer Sciences Corporation (CSC)   December 2013 - August 2014
QuadraMed Corporation, a Harris Computer Systems Group   June 2013 - September 2013
QuadraMed Corporation  August 2010 - June 2013
QuadraMed Corporation  November 2008 - August 2010
AOL  1997 - 2004
Rogers & Wells  1994 - 1997

Skills
Vendor Management, Process Improvement, Leadership, Project Management, Salesforce.com, Program Management, Strategic Planning, Analysis, Healthcare, Management, Administration, Budgets, Human Resources, Team Building, PeopleSoft, CRM, Access, Project Coordination, Integration, Time Management, Events, Microsoft Office, Problem Solving, Customer Service, PowerPoint, Microsoft Excel, Product Management, Knowledge Management, Governance, Microsoft Word, Organization, Office Administration, Proofreading, Research

Education
State University of New York at Binghamton
BA, Political Science

The George Washington University
MA, International Affairs

Mary Catherine Miserendino Mary Catherine Miserendino Burke, Virginia Details
Mary Catherine Miserendino's Edelman Financial Services Experience July 2015 - July 2015
Job Box Office Assistant at Monumental Sports & Entertainment
Industry Marketing and Advertising
Experience
Monumental Sports & Entertainment  July 2015 - Present
nZone   June 2015 - Present
Fairfax County Public Schools  June 2012 - Present
Conference Managers  July 2015 - July 2015
Edelman Financial Services   July 2015 - July 2015

Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Marketing Strategy, Social Media, Teaching, Customer Service, Organization Skills, Communication

Education
George Mason University   2012 — 2016
Marketing

Jason Cowans, CFP®, ChFC® Jason Cowans, CFP®, ChFC® Tempe, Arizona Details
Jason Cowans, CFP®, ChFC®'s Edelman Financial Services Experience August 2011 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services   August 2011 - Present
Highland Advisory Group   November 2008 - August 2011
Cowans Financial Services   December 2003 - November 2008
ING Funds  July 2002 - October 2003
H&R Block Financial Advisors  March 2001 - July 2002
Morgan Stanley Smith Barney  May 2000 - December 2000
LBUSD  January 1997 - May 2000

Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management

Education
University of Arizona
Bachelor of Science, Math with Finance emphasis

The American College
CFP® Certification

The American College
Chartered Financial Consultant

Carl Sanger Carl Sanger Greater New York City Area Details
Carl Sanger's Edelman Financial Services Experience August 2014 - Present
Job Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2014 - Present
Edelman Financial Services   August 2009 - Present
Edelman Financial Services   August 2009 - June 2010
HSBC Securities, Inc.   December 2007 - July 2009
TD Ameritrade  May 2002 - November 2007

Skills
Strategic Financial..., Financial Advisory, Wealth Management, Investments, Series 7, Asset Management, Mutual Funds, Employee Benefits, Asset Managment, Investment Strategies, Finance, Asset Allocation, Retirement Planning, Business Development, Strategic Planning, Portfolio Management, Securities, Retirement, Investment Advisory, Project Management, Financial Analysis, Financial Services, Management, Risk Management, Financial Planning

Education
Hofstra University   1979 — 1984
B.A. - Television and Film Production (Dual Major- Communications), Communications, Business, Fine Arts.

Fabio Assmann Fabio Assmann Phoenix, Arizona Area Details
Fabio Assmann's Edelman Financial Services Experience October 2002 - January 2013
Job SQL Developer at Land Securities
Industry Information Technology and Services
Experience
Land Securities   December 2014 - Present
Berkeley Group Holdings Plc   August 2014 - December 2014
Investec  September 2013 - May 2014
Certus  March 2013 - September 2013
Edelman Financial Services   October 2002 - January 2013
LivingNexus   November 2001 - September 2002
Database Consultancy Services, Ltd.   August 2001 - September 2001
Core Technology Systems (UK) Limited   May 1999 - July 2001
Federated Systems Group  July 1998 - April 1999

Skills
Microsoft SQL Server, SQL, T-SQL, SSRS, SSIS, Business Intelligence, .NET, Visual Studio, VB.NET, Data Warehousing, TFS, SharePoint, SSAS, MCSD, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Software Development, Scrum, SDLC, Visio, Integration, Software Project..., Kanban, Microsoft CRM, Analysis Services

Education
Kennesaw State University   1995 — 1998
BSc, Information Technology

Beachwood Boys High School   1984 — 1988
Matriculation

Nana Sarfo Nana Sarfo Washington D.C. Metro Area Details
Nana Sarfo's Edelman Financial Services Experience June 2004 - March 2005
Job Global Transformation Lead at Client Solution Architects
Industry Information Technology and Services
Experience
Client Solution Architects  July 2014 - Present
Booz Allen Hamilton  February 2009 - July 2014
US Navy  February 2009 - July 2014
Grove Resource Solutions Inc. (GRSI)   February 2008 - February 2009
CACI International Inc  April 2006 - February 2008
Edelman Financial Services   June 2004 - March 2005
Lockheed Martin  January 2004 - May 2004

Skills
Government, Program Management, Strategy, Management Consulting, Acquisition Lifecycle..., Project Management, Project Portfolio..., Project Planning, Enterprise Transition..., Business Process..., Business Process..., Business Process..., Information Assurance, Information Security..., IT Governance and..., IT Service Management, Foundation Certificate..., FISMA, Enterprise Resource..., Risk Assessment, Risk Management, Enterprise Risk..., Compliance, Gap Analysis, Training, IT Strategy, COTS, GOTS, Business Case Modelling, Cost Model Development, Maritime Security, Maritime Law, Maritime History, Foreign Policy Analysis, Chinese Foreign Policy, U.S. foreign policy, International Relations, International Relations..., DADMS, DITPR-DON, Active DoD Secret..., Program Coordination, Political Science, Qualitative Research, Quantitative Research, Politics, Integration, Management, DoD, Process Improvement

Education
George Mason University
Masters of Arts, Political Science, A

George Mason University
Bachelors of Arts, Comparative Politics, A

Virginia Polytechnic Institute and State University - Pamplin College of Business   1999 — 2003
Bachelors of Science, Business Management-Entrepreneurship, Innovation, Technology (EIT), B+

Sue Skahan Sue Skahan Washington D.C. Metro Area Details
Sue Skahan's Edelman Financial Services Experience August 2008 - January 2009
Job Manager, Applications Support at Long & Foster Companies
Industry Financial Services
Experience
Long & Foster Companies  September 2011 - Present
CompuCom  May 2010 - May 2011
Central Pension Fund   June 2009 - June 2010
Edelman Financial Services   August 2008 - January 2009
Fannie Mae  1992 - August 2008

Skills
SharePoint, PMP, SDLC, Enterprise Architecture, Vendor Management, Disaster Recovery, Project Management, ITIL, Active Directory, Integration, IT Strategy, Governance, Oracle, IT Management, Process Improvement, Risk Management, Requirements Analysis, Business Analysis, Requirements Gathering, Data Center, Visio

Education
George Mason University

Javier Garcia, VCP5-DCV Javier Garcia, VCP5-DCV Washington D.C. Metro Area Details
Javier Garcia, VCP5-DCV's Edelman Financial Services Experience July 2010 - Present
Job Senior Network Engineer at Edelman Financial Services
Industry Information Technology and Services
Experience
Edelman Financial Services   July 2010 - Present
Dataprise  August 2005 - July 2010
Management Sciences for Health  December 2002 - August 2005

Skills
Cloud Computing, ESXi, VMware ESX, Riverbed, Cascade, Wireshark, Netscaler, Citrix, Microsoft Exchange, High Availability..., High Availability..., Lync Server 2010, Cisco Nexus, Cisco IOS, BGP, EIGRP, Cisco Wireless, Cisco Routing &..., EMC Storage, vCloud, Netflow, WAN Optimisation, VPN, Firewalls, Cisco Firewall Security, Active Directory, Group Policy, DNS, DHCP, MPLS, VBScript, Scripting, Powershell, Access Gateway, Backup Exec, SAN, Project Management, Consulting, Project Planning, Network Deployment, Load Balancing, Deep Packet Inspection, Network Monitoring Tools, Server Monitoring, Project Scope..., Virtual Desktop..., Syslog, Network Engineering, Websense, Spam Filtering

Education
Full Sail University
Recording Engineering

Irma Tamayo Irma Tamayo Houston, Texas Area Details
Irma Tamayo's Edelman Financial Services Experience January 2010 - April 2013
Job Accounting clerk Genesis Energy L.P.
Industry Accounting
Experience
Genesis Energy, L.P.   September 2013 - Present
Edelman Financial Services   January 2010 - April 2013
Edelman Financial Services   December 2007 - January 2010
Aegis Mortgage Corporation  July 2005 - November 2007
Aegis Mortgage Corporation  July 2002 - July 2005
General Truck Body Mfg.   August 2001 - February 2002

Skills
Account Reconciliation, Accounts Payable, Accounting, Payroll, Variance Analysis, Data Entry, Loans, QuickBooks, Journal Entries, Invoicing, Microsoft Excel, Bank Reconciliation, General Ledger, Spreadsheets, Customer Service, Microsoft Word, Microsoft Office

Education
San Jacinto College

Seth Kelly CFP® Seth Kelly CFP® Greater Boston Area Details
Seth Kelly CFP®'s Edelman Financial Services Experience September 2013 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   September 2013 - Present
TIAA-CREF  January 2012 - August 2013
Fidelity Investments  January 2006 - January 2012
United States Marine Corps  August 1998 - August 2007
Edward Jones  January 2004 - September 2004

Education
Boston University   1999 — 2002
MS, Business Administration

Vanderbilt University   1994 — 1998
BA, Economics and History

South Kingstown High School   1989 — 1993

Merrimack College
Certificate, Financial Planning

Josh Schriver Josh Schriver Washington D.C. Metro Area Details
Josh Schriver's Edelman Financial Services Experience June 2012 - Present
Job Senior Desktop Technician at a major Financial firm
Industry Financial Services
Experience
Edelman Financial Services   June 2012 - Present
American Institutes for Research  November 2005 - March 2012
American Institutes for Research  2005 - 2010

Skills
Research, Troubleshooting, Mac OS X, Hardware, Project Management, OS X, Technical Support, Information Technology, Process Improvement, Integration

Education
Juniata College   1999 — 2003
BS, Information Technologies with an Emphasis in International Management

Freddy Cortez, CTFL, CSM, ICP-TST Freddy Cortez, CTFL, CSM, ICP-TST Fairfax, Virginia Details
Freddy Cortez, CTFL, CSM, ICP-TST's Edelman Financial Services Experience March 2015 - Present
Job Technical Project Manager / Software QA Engineer at Edelman Financial Services
Industry Computer Software
Experience
Edelman Financial Services   March 2015 - Present
Edelman Financial Services   November 2013 - March 2015
WMC Global  April 2013 - November 2013
PioneerTech, Inc.   October 2011 - June 2013
Productive Systems Inc   June 2011 - August 2011
ARINC Managed Services  June 2010 - June 2011
The UPS Store  May 2006 - June 2010
UPS  June 2004 - November 2009
ATPCO  May 2001 - December 2006
AirTran Airways  1997 - 2001

Skills
Testing, Databases, Test Planning, Test Automation, Test Cases, Management, Quality Assurance, Customer Service, .NET, Microsoft Office, Manual Testing, Logistics, Business Analysis, Analysis, Visual Studio, Process Engineering, Information Systems, Project Management, Microsoft SQL Server, VB.NET, QTP, Regression Testing, UAT coordination, CTFL, Certified Scrum Master..., Windows 7, Adobe Creative Suite, TFS, QA Engineering, Atlassian JIRA, User Interface Design, HTML, SDLC, Requirements Analysis, Software Quality..., Business Intelligence, Agile Methodologies

Education
George Mason University

Northern Virginia Community College

FCPS Adult Education   2010 — 2010
Certificate, Software Testing

The UPS Store University   2006 — 2006
Certificate, Store Management

Jacqueline Connor Jacqueline Connor Washington D.C. Metro Area Details
Jacqueline Connor's Edelman Financial Services Experience June 2010 - February 2011
Job Strategic Marketing and Communications Executive
Industry Military
Experience
Hylton Performing Arts Center, George Mason University   September 2015 - Present
Hylton Performing Arts Center, George Mason University   May 2013 - Present
Armed Forces Services Corporation (AFSC)   June 2011 - May 2013
Edelman Financial Services   June 2010 - February 2011
Belvoir Federal Credit Union  August 1995 - June 2010
Advanced Communication Systems, Inc. (ACS)   December 1993 - August 1995
ITAA  1992 - 1993

Skills
Advertising, Strategic Planning, Marketing, Budgets, Editing, Crisis Communications, Community Outreach, Business Development, Strategic Communications, Corporate Communications, Social Media Marketing, Marketing Management, Adobe Creative Suite, Adobe Acrobat, Email Marketing, Marketing Strategy, Marketing Communications, Leadership, Public Relations, Nonprofits, Strategic Partnerships, Social Networking, Event Planning, Management, Program Management, Media Relations, Market Research, Event Management, Newsletters, Online Marketing, Internal Communications, Community Development, Policy, Competitive Analysis, Creative Direction, Public Speaking, Proposal Writing, Analysis, Strategy, Leadership Development, Fundraising, Press Releases, Government, Brand Awareness, Team Building, Copywriting, Blogging, Member Relations, Membership Development, Data Mining

Education
The George Washington University   1991 — 1993
MA, International Affairs

McKendree University   1987 — 1991
BA, Polticial Science and Speech Communication

Stu Berrin Stu Berrin Greater New York City Area Details
Stu Berrin's Edelman Financial Services Experience April 2012 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   April 2012 - Present
Berrin Management Group, LLC   December 2005 - April 2012

Education
State University of New York College at Oneonta   1983 — 1987
Bachelor's degree, Economics

Siobhan S. Cummings Siobhan S. Cummings Greater New York City Area Details
Siobhan S. Cummings's Edelman Financial Services Experience January 2014 - February 2015
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
Edelman Financial Services   January 2014 - February 2015
Edelman Financial Services   January 2010 - January 2014
Bernstein Global Wealth Management  May 2002 - January 2010

Skills
Wealth Management, Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Asset Allocation, Investment Advisory, Equities, Investment Management, Financial Planning, Securities, Financial Analysis, Financial Services, Finance, Management, Retirement Planning

Education
Penn State University
BS Financie, Finance, General

Pennsylvania State University

Shateela Winters Shateela Winters Washington D.C. Metro Area Details
Shateela Winters's Edelman Financial Services Experience August 2013 - Present
Job Financial Educator at Edelman Financial Services
Industry Consumer Goods
Experience
Edelman Financial Services   August 2013 - Present
Edelman Financial Services   September 2011 - August 2013
Wachovia Bank  May 2008 - September 2011
Enterprise Rent-A-Car  June 2005 - May 2008

Skills
Series 63, Series 6, Series 65, Life & Health Insurance..., Spanish-speaking, Public Speaking, Series 7

Education
Allegheny College   2001 — 2005
Bachelor of Science (BS), Political Science and Government

Perry Mirocha Perry Mirocha Greater Chicago Area Details
Perry Mirocha's Edelman Financial Services Experience August 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services   August 2014 - Present

Skills
Leadership, Process Improvement, Sales, Management, Strategic Planning, Marketing, Retirement Planning

Education
DePaul University   1984 — 1986
Bachelor of Arts, Communications

Rick Ehlinger Rick Ehlinger Washington D.C. Metro Area Details
Rick Ehlinger's Edelman Financial Services Experience March 2010 - Present
Job Supervisor, Business Systems at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   March 2010 - Present
Virginia Heritage Bank  September 2007 - February 2010
PNC  June 2006 - September 2007
Morgan Stanley  September 2005 - June 2006

Education
George Mason University   2001 — 2005
Bachelor of Science, Economics/Business

Jennifer Maccannon Jennifer Maccannon Washington D.C. Metro Area Details
Jennifer Maccannon's Edelman Financial Services Experience May 2011 - Present
Job Compliance at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network  April 2009 - April 2011
Godiva Chocolatier  September 2006 - November 2009

Education
Rutgers Business School   1985 — 1990
Masters, Business Administration

Morgan State University   1979 — 1983
BS, Business Administration

Erik Hazelwood Erik Hazelwood Ashburn, Virginia Details
Erik Hazelwood's Edelman Financial Services Experience April 2008 - November 2009
Job Special Education Teacher
Industry Education Management
Experience
Edelman Financial Services   April 2008 - November 2009
Ameriprise Financial  October 2006 - February 2008

Education
Purdue University   2001 — 2005
BS, Financial Planning and Counseling

Omar Graves Omar Graves Washington D.C. Metro Area Details
Omar Graves's Edelman Financial Services Experience April 2010 - Present
Job Helpdesk Supervisor at Edelman Financial Services
Industry Information Technology and Services
Experience
Edelman Financial Services   April 2010 - Present
CustomInk  August 2008 - Present
Spadac  July 2007 - July 2008
DAO Group   August 2004 - July 2007
Cardinal Health  July 2003 - August 2004
CCG Systems  August 1999 - July 2003
Canon Computer Systems  1995 - 2000

Skills
Databases, Security, Help Desk Support, Software Installation, Troubleshooting, Technical Support, SQL, Business Process, Cloud Computing, Computer Hardware, Management, Leadership, PowerPoint, Microsoft SQL Server, Microsoft Excel, Microsoft Office, Laptops, Software Documentation, Customer Service, Oracle, Hardware, Cisco Technologies, Agile Methodologies, Microsoft Word, VMware

Education
Kaplan University   2007 — 2010
Bachelors, Information Technology/DBA

ECPI University   1993 — 1995
Associate, Electronic Technology

Virginia State University   1991 — 1993

Jackie Oates Jackie Oates Greater New York City Area Details
Jackie Oates's Edelman Financial Services Experience 2009 - Present
Job Client Service Associate
Industry Investment Management
Experience
Edelman Financial Services   2009 - Present
DPC Wealth Management   2003 - 2009

Education
Iona College   2009 — 2011
MBA Candidate

Merrimack College   2001 — 2003
BS, Business

St. Thomas Aquinas College   1999 — 2001

Academy of the Holy Angels   1995 — 1999

Jennifer Shintani Jennifer Shintani Orange County, California Area Details
Jennifer Shintani's Edelman Financial Services Experience September 2014 - Present
Job Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   September 2014 - Present
Charles Schwab  November 2000 - September 2014
Sears Holdings Corporation  August 1993 - November 2000

Education
Diablo Valley College   1995 — 1998
Associate of Arts (A.A.)

Richard Welsh Richard Welsh Novi, Michigan Details
Richard Welsh's Edelman Financial Services Experience January 2012 - Present
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services   January 2012 - Present

Education
Eastern Michigan University
Bachelor of Science, Education

Michigan State University College of Law
Juris Doctor, Law

Andrzej Mendela Andrzej Mendela Greater Detroit Area Details
Andrzej Mendela's Edelman Financial Services Experience September 2012 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   September 2012 - Present
Michigan Financial Companies  March 2009 - September 2012
Citigroup  2004 - 2008
Merrill Lynch  1999 - 2004
Northern Trust  1998 - 1999
Silicon Graphics  1996 - 1997
WJBK - Fox 2 Detroit  1996 - 1996

Education
Michigan State University   1998 — 2002
Master of Arts

Saint Mary's College   1992 — 1996

Liceum Ogolnoksztalcace im. Stanislawa Leszczynskiego   1987 — 1991

Carol Coulter Carol Coulter Washington D.C. Metro Area Details
Carol Coulter's Edelman Financial Services Experience October 2005 - August 2008
Job USAID Closeout Contract Specialist at Logical Innovations, Inc.
Industry Government Administration
Experience
Logical Innovations, Inc.   April 2014 - Present
DB Consulting Group, Inc.   October 2012 - March 2014
NOVACO, Inc.   May 2010 - April 2012
Edelman Financial Services   October 2005 - August 2008
HOPE in Northern Virginia, Inc   January 2001 - January 2006
Atlas Economic Research Foundation  January 2000 - January 2005
Hispanic American Center for Economic Research (HACER)   January 1997 - January 2005
Atlas Economic Research Foundation  January 1994 - January 2000
Fairfax County Public Schools  January 1993 - January 1994
Shapiro Lifschitz & Schram   January 1991 - January 1993

Skills
Spanish, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Year End Accounts, Portuguese, Securities, Microsoft Office, Fundraising, Management, Budgets, Policy Analysis, Policy, Finance, Nonprofits, Editing

Education
The George Washington University
BA, Spanish Language and Literature; International Relations

George Mason University

Angela Sheridan Angela Sheridan Richmond, Virginia Area Details
Angela Sheridan's Edelman Financial Services Experience May 2013 - Present
Job Asset Movement Specialist
Industry Financial Services
Experience
Edelman Financial Services   May 2013 - Present
SunTrust Bank  November 2009 - May 2013
Wachovia Securities  2000 - 2009

Skills
Credit, Banking, Cash Management, Risk Management, Financial Services, Relationship Management

Education
Strayer University   2003 — 2005
Bachelor of Science, Accounting

holy name high school   1985 — 1989

Robert S. Bowman, CFA, CAIA Robert S. Bowman, CFA, CAIA Richmond, Virginia Area Details
Robert S. Bowman, CFA, CAIA's Edelman Financial Services Experience May 2012 - Present
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2012 - Present
Edelman Financial Services   February 2008 - August 2013
Trusco Capital Management  2000 - 2007
Crestar Asset Management   January 1994 - 2000
Capitoline Investment Advisors   1990 - 1994

Education
CFA Institute   1994 — 1998
CFA, Chartered Financial Analyst

CAIA Association   2009 — 2010
CAIA, Chartered Alternative Investment Analyst

Radford University - College of Business and Economics   1986 — 1990
BBA, Finance

Yassine Zahlane Yassine Zahlane Greater Los Angeles Area Details
Yassine Zahlane's Edelman Financial Services Experience June 2012 - Present
Job Senior Client Service Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   June 2012 - Present
Bel-Air Investment Advisors, LLC   March 2011 - March 2012
OneWest Bank  June 2008 - February 2011
Metropolitan West Asset Management  November 2007 - May 2008

Education
California State University-Northridge
Bachelor's Degree, Finance

Pepperdine University
CFP Certification

Phoebe Lo, CPA, CGMA Phoebe Lo, CPA, CGMA Washington D.C. Metro Area Details
Phoebe Lo, CPA, CGMA's Edelman Financial Services Experience July 2013 - Present
Job Senior Accountant at Edelman Financial Services
Industry Accounting
Experience
Edelman Financial Services   July 2013 - Present
Navigant  August 2012 - June 2013
IT Shows, Inc.   April 2010 - June 2012
KPMG  August 2007 - 2009
Deloitte  June 2004 - December 2005
Chung Mei Cigarette Wine Corporation, LTD   2002 - 2004

Skills
Auditing, Financial Reporting, Accounting, GAAP, General Ledger, Internal Controls, CPA, US GAAP, Sarbanes-Oxley Act, Language: Fluency in..., Proficiency with..., Proficiency with..., Financial Accounting, Fixed Assets, Financial Analysis, Microsoft Excel, Forecasting, PeopleSoft, Income Tax, Tax Returns, Tax, Corporate Tax

Education
The George Washington University - School of Business   2006 — 2007
Master's degree, Master of Accountancy

National Chung Cheng University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Concentration in Accounting

Sandy Hsu Sandy Hsu Washington D.C. Metro Area Details
Sandy Hsu's Edelman Financial Services Experience January 2015 - Present
Job Senior Tax Manager at Edelman Financial Services
Industry Accounting
Experience
Edelman Financial Services   January 2015 - Present
PwC  April 2011 - January 2015
Baker Tilly Virchow Krause, LLP (Formerly Beers + Cutler)   July 2009 - April 2011
Beers + Cutler PLLC  July 2006 - June 2009
Beers + Cutler PLLC  September 2004 - June 2006

Skills
Tax Accounting

Education
George Mason University - School of Business   2000 — 2004
B.S., Accounting

American University - Kogod School of Business

Grant Bartlett, CFA Grant Bartlett, CFA Washington D.C. Metro Area Details
Grant Bartlett, CFA's Edelman Financial Services Experience November 2008 - August 2012
Job Financial Analyst at Pitcairn
Industry Financial Services
Experience
Pitcairn  August 2012 - Present
Edelman Financial Services   November 2008 - August 2012

Education
Gettysburg College   2000 — 2004
BA, Economics/Business Management

Dean Tsantes Dean Tsantes Washington D.C. Metro Area Details
Dean Tsantes's Edelman Financial Services Experience March 2013 - Present
Job Ops Specialist at Edelman Financial Services
Industry Management Consulting
Experience
Edelman Financial Services   March 2013 - Present
Marine Corps Marathon  June 2012 - November 2012
American International Contractors - Special Projects, Inc.   June 2008 - August 2010
Accurate Movers   June 2005 - August 2007
Splash Aquatics   June 2005 - September 2006

Education
James Madison University   2008 — 2012
B.B.A, Business Management

Thomas A. Edison High School 2008   2004 — 2008
Advanced Studies Diploma

Jeremy Albrecht Jeremy Albrecht Columbus, Ohio Area Details
Jeremy Albrecht's Edelman Financial Services Experience September 2011 - Present
Job Associate Director of Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   September 2011 - Present
Albrecht Financial Services LLC   January 2003 - July 2011

Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Investments, Investment Strategies, Investment Management, Retirement, Mutual Funds, Asset Management, Asset Allocation, Wealth Management..., Securities, Series 65, Wealth, Portfolio Management, ETFs

Education
Marshall University   1999 — 2003
Management Information Systems, Business/Managerial Economics

Auckland University of Technology   2001 — 2002

Robert P. Sisti Robert P. Sisti Greater New York City Area Details
Robert P. Sisti's Edelman Financial Services Experience August 2009 - Present
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services   August 2009 - Present
Forest Financial Group   March 2001 - August 2009
Greabe, Danna & Associates   August 1996 - March 2001

Education
College for Financial Planning
Chartered Mutual Fund Counselor

CUNY School of Law   1996 — 1997
Law

St. John's University   1990 — 1994
Bachelor of Science, Finance

Thank you for viewing my profile. Due to industry and firm regulations,
I cannot accept endorsements or requests to connect from clients or prospective clients.

Saranda Sela-Anderson Saranda Sela-Anderson Greater New York City Area Details
Saranda Sela-Anderson's Edelman Financial Services Experience May 2013 - Present
Job Associate at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   May 2013 - Present
St.Paul's School of Nursing   June 2012 - May 2013
BNY Mellon  September 2010 - June 2012
BNY Mellon  July 2007 - September 2010

Skills
Wealth Management, Financial Services, Investments, Account Reconciliation, Financial Reporting, Finance, Securities, Customer Service, Analytical Skills, Microsoft Office, Client Service Oriented, Series 7, Series 63

Education
Wagner College   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

College of Staten Island   2005 — 2007
Bachelor of Science, Finance

Lynn University   2002 — 2005
Bachelor of Arts (BA), International Relations and Affairs

Jerry Mason Jerry Mason Cedar City, Utah Details
Jerry Mason's Edelman Financial Services Experience August 2001 - August 2007
Job Visitng Professor at Utah Valley University
Industry Higher Education
Experience
Utah Valley University  July 2011 - Present
College of St. Rose  July 2007 - June 2011
Edelman Financial Services   August 2001 - August 2007

Education
University of Missouri-Columbia   1976 — 1980
Doctor of Philosophy (Ph.D.), Family Economics

Stanford Business School   1965 — 1967
MBA, Finance

Antelmo Farciert Antelmo Farciert Bronx, New York Details
Antelmo Farciert's Edelman Financial Services Experience August 2013 - Present
Job Client Service Associate II at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   August 2013 - Present
JP Morgan Chase  June 2010 - August 2013

Skills
Management, Banking, Risk Management, Sales, Microsoft Office, Customer Service, Financial Services, Investments, Securities, Insurance, Leadership, Portfolio Management, Series 63, Series 7

Education
Baruch College   2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Nicholas Thai Nicholas Thai Washington D.C. Metro Area Details
Nicholas Thai's Edelman Financial Services Experience 2007 - 2011
Job Consultant at Cobec Consulting, Inc.
Industry Management Consulting
Experience
Cobec Consulting, Inc.   November 2014 - Present
Mahan Consulting Group   August 2011 - November 2014
Edelman Financial Services   2007 - 2011

Skills
Investments, Asset Management, Financial Analysis, Due Diligence, Finance, Strategic Financial..., Financial Services, Portfolio Management, Retirement Planning, Financial Modeling

Education
Old Dominion University   2002 — 2006
Bachelor of Science (BS), Economics and Finance

Aaron Rowe Aaron Rowe Mechanicsville, Virginia Details
Aaron Rowe's Edelman Financial Services Experience September 2010 - Present
Job VP of Operations at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   September 2010 - Present

Education
Florida Atlantic University   1996 — 1999
BS, Accounting

Bryan Jacobs Bryan Jacobs Washington D.C. Metro Area Details
Bryan Jacobs's Edelman Financial Services Experience June 2015 - August 2015
Job Federal Partner Solution Systems Engineer
Industry Information Technology and Services
Experience
Symantec  September 2015 - Present
Edelman Financial Services   June 2015 - August 2015
Danastar Professional Services, LLC   May 2014 - June 2015
Lunarline, Inc  July 2013 - May 2014
Honeywell Technology Solutions, Inc. Cyber Security   March 2013 - July 2013
CACI International Inc  January 2009 - March 2013
General Dynamics  July 2004 - January 2009
SAIC  March 2004 - July 2004
SAIC  March 2003 - March 2004
Computer Systems Technology/SAIC   August 2002 - March 2003

Skills
Security, Computer Security, Information Security, Firewalls, Active Directory, Vulnerability Assessment, Network Administration, Network Security, Servers, Cisco Technologies, System Administration, DHCP, Troubleshooting, DNS, IDS, SIEM, SEM, Hardware, Security Engineering, Log Correlation, Forensic Analysis, Information Assurance, Information Technology, Networking, DoD, CISSP, Information Security..., Integration

Education
Capella University   2011 — 2013
Master of Science Degree, Information Assurance and Security

George Mason University   1992 — 1996
Bachelor of Science Degree, Administration of Justice

Robinson High School

David Skolnik David Skolnik Greater New York City Area Details
David Skolnik's Edelman Financial Services Experience April 2015 - Present
Job Regional Director at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services   April 2015 - Present
Comerica Bank  August 2010 - August 2013
Comerica Bank  August 2009 - August 2010
Comerica Bank  August 2005 - August 2009
Comerica Bank  August 2004 - August 2005
Nationwide Financial Services  September 2003 - August 2004
Wells Fargo and Comany   August 2001 - June 2004
Wells Fargo & Company  April 1999 - August 2001
Wells Fargo &Company  March 1997 - December 1998
Wells Fargo & Company  March 1995 - March 1997

Skills
Asset Management, Banking, Finance, Investments, Wealth Management

Education
Binghamton University, State University of New York   1983 — 1986
Bachelor of Arts, Economics

Rutgers University   1982 — 1983
Transferred, Liberal Arts

Yousaf Mohammad Yousaf Mohammad Washington D.C. Metro Area Details
Yousaf Mohammad's Edelman Financial Services Experience September 2013 - October 2014
Job Database Engineer at ATCC
Industry Research
Experience
Edelman Financial Services   September 2013 - October 2014
Fannie Mae  January 2012 - September 2013
IFC - International Finance Corporation  October 2009 - December 2011
CVS Health  January 2009 - April 2009
PBS&J International Inc  2007 - 2008

Skills
MS SQL Server 2012,..., Windows 2000-2003-2008,..., Remedy, Net Backup,..., C++,T-SQL, Shell..., Microsoft SQL Server, SSIS, Database Administration, Databases

Education
North Dakota State University
MS

Shawn Shook Shawn Shook Arlington, Virginia Details
Shawn Shook's Edelman Financial Services Experience February 2014 - Present
Job Associate General Counsel at Edelman Financial Services
Industry Legal Services
Experience
Edelman Financial Services   February 2014 - Present
Levine, Daniels & Allnutt, PLLC   October 2011 - February 2014
Fiore & Levine, PLLC   June 2010 - October 2011
Abrams Landau, Ltd.   May 2009 - June 2010

Education
George Mason University School of Law   2008 — 2011
Doctor of Law (JD)

University of North Carolina at Chapel Hill   2004 — 2008
Bachelor's degree, Political Science and Government

Sabeeh Khan Sabeeh Khan Washington D.C. Metro Area Details
Sabeeh Khan's Edelman Financial Services Experience June 2009 - February 2011
Job IT Professional
Industry Information Technology and Services
Experience
World Bank Group (Contract Assignment)   July 2015 - July 2015
Akimeka, LLC - A Subsidiary of VSE Corporation   May 2015 - June 2015
The Air-Conditioning, Heating, and Refrigeration Institute (AHRI) - (Contract Assignment)   October 2014 - January 2015
Cambridge Associates  February 2011 - August 2014
The Arc Montgomery County   April 2009 - May 2011
Edelman Financial Services   June 2009 - February 2011
Accenture  September 2005 - March 2009
Syrasoft Self Storage Software   October 2004 - June 2005

Skills
.NET, Web Development, SQL, Microsoft SQL Server, Software Development, JavaScript, XML, Requirements Analysis

Education
Syracuse University   2003 — 2005
Master of Science (M.S.), Information Management

University of Pennsylvania   1996 — 2000
Bachelor of Arts (B.A.), Economics

Next

Select page

1 2


Similar Companies

Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY