Edelman Financial Services
Industry: Company
DescriptionHeadquarters: 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.
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Edelman Financial Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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.
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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™
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
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
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
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
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
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
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
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
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............
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
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
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
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
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
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.
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
Edelman Financial Services May 2013 - Present
Financial Planning Association of Michigan January 2011 - Present
Education
Albion College 1994 — 1998
Bachelor of Arts
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
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
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
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
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
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
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.
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
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+
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
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
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
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
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
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
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
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
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
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
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
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
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
Edelman Financial Services April 2008 - November 2009
Ameriprise Financial October 2006 - February 2008
Education
Purdue University 2001 — 2005
BS, Financial Planning and Counseling
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
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
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.)
Edelman Financial Services January 2012 - Present
Education
Eastern Michigan University
Bachelor of Science, Education
Michigan State University College of Law
Juris Doctor, Law
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
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
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
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
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
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
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
Pitcairn August 2012 - Present
Edelman Financial Services November 2008 - August 2012
Education
Gettysburg College 2000 — 2004
BA, Economics/Business Management
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
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
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
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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
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
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
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
Edelman Financial Services September 2010 - Present
Education
Florida Atlantic University 1996 — 1999
BS, Accounting
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
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
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
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
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