Equity Services, Inc.
Industry: Company
DescriptionFounded: 1968 Parent organization: NLV Financial Corporation Subsidiary: Esi Financial Advisors, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportEquity Services IncWebsiteDirections Saved (0) Saved Save Stock broker in Montpelier, Vermont Address: 1 National Life Dr, Montpelier, VT 05604 Phone: (800) 344-7437Website: : : Place name: Category: : : Hours: : : Website: https://www.equity-services.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Equity Services Inc Posting publicly on the Web Write a review Reviews Be the first to review
Equity Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Equity Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Equity Services, Inc. Employees
Employee
Years
Job
Industry
Timothy A. O'Halloran Timothy A. O'Halloran's Equity Services, Inc. Experience 1992 - Present
Job Agent at National Life Group
Industry Financial Services
Experience
National Life Group March 1992 - Present
Blue Point Financial February 1992 - Present
Equity Services, Inc. 1992 - Present
Northern New England Agency 1991 - Present
Skills
Retirement Income..., College Funding..., Comprehensive Financial..., Life Insurance, Annuity Sales, Investment Strategies, Business Continuity..., Business Succession..., Disability Income..., Long Term Care Insurance, Strategic Financial..., Qualified Retirement..., Non-Qualified Deferred..., Insurance, Investments, Retirement Planning, Disability Insurance, Estate Tax Planning, Securities, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Estate Planning, Financial Planning
Education
University of Southern Maine - School of Business 1990 — 1991
BS, Business Administration
University of Maine 1978 — 1981
Pre-Medicine/Pre-Medical Studies
National Life Group March 1992 - Present
Blue Point Financial February 1992 - Present
Equity Services, Inc. 1992 - Present
Northern New England Agency 1991 - Present
Skills
Retirement Income..., College Funding..., Comprehensive Financial..., Life Insurance, Annuity Sales, Investment Strategies, Business Continuity..., Business Succession..., Disability Income..., Long Term Care Insurance, Strategic Financial..., Qualified Retirement..., Non-Qualified Deferred..., Insurance, Investments, Retirement Planning, Disability Insurance, Estate Tax Planning, Securities, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Estate Planning, Financial Planning
Education
University of Southern Maine - School of Business 1990 — 1991
BS, Business Administration
University of Maine 1978 — 1981
Pre-Medicine/Pre-Medical Studies
Kevin Gilbert Kevin Gilbert's Equity Services, Inc. Experience May 2004 - June 2007
Job Bridging the gap between Accounting and Systems
Industry Accounting
Experience
Massey Consulting May 2014 - May 2015
PeopleFluent 2009 - 2014
The Futures Company 2009 - 2009
Triad Siteworks 2008 - 2009
The Barnes Group / MC Precast, Inc. 2008 - 2008
Equity Services, Inc. May 2004 - June 2007
Kittinger, Cheney, & Holt CPAs 2003 - 2004
Skills
Intacct, NetSuite, Accounting, Software Implementation, ERP Implementations, ERP, Financial Software..., Information Technology, Concur, Mergers & Acquisitions, Cloud Computing, Financial Reporting, Microsoft Dynamics, QuickBooks, Great Plains Software, Integration, Salesforce.com, Microsoft Dynamics GP, Auditing, SaaS, Consulting, Account Reconciliation, Internal Controls, Finance
Education
University of South Florida 2001 — 2003
M.S., Accounting
University of North Carolina at Wilmington 1998 — 2000
B.S. Business Management, Management of Information Systems
Massey Consulting May 2014 - May 2015
PeopleFluent 2009 - 2014
The Futures Company 2009 - 2009
Triad Siteworks 2008 - 2009
The Barnes Group / MC Precast, Inc. 2008 - 2008
Equity Services, Inc. May 2004 - June 2007
Kittinger, Cheney, & Holt CPAs 2003 - 2004
Skills
Intacct, NetSuite, Accounting, Software Implementation, ERP Implementations, ERP, Financial Software..., Information Technology, Concur, Mergers & Acquisitions, Cloud Computing, Financial Reporting, Microsoft Dynamics, QuickBooks, Great Plains Software, Integration, Salesforce.com, Microsoft Dynamics GP, Auditing, SaaS, Consulting, Account Reconciliation, Internal Controls, Finance
Education
University of South Florida 2001 — 2003
M.S., Accounting
University of North Carolina at Wilmington 1998 — 2000
B.S. Business Management, Management of Information Systems
Sarajean Shepardson Sarajean Shepardson's Equity Services, Inc. Experience October 2014 - May 2015
Job New Business Policy Support Technician at National Life Group
Industry Financial Services
Experience
National Life Group June 2015 - Present
Equity Services, Inc. October 2014 - May 2015
Center for Technology Essex August 2001 - October 2014
MinuteMan Press January 1998 - August 2001
Village Press August 1984 - July 1995
Skills
Pre-press, Mac, Microsoft Office, Adobe Creative Suite, Office Administration, Customer Service, Computer Proficiency, PC, QuickBooks, Bookkeeping, Printers, Indesign, Photoshop, Illustrator, Graphic Design, Adobe Acrobat, Print Production, Pre-Press Graphic Design, Data Management, Records Management, Information Technology, Troubleshooting, Ballroom Dance, Teaching
Education
Trinity College of Vermont
Associate's degree, Business Management, 3.665 Cum Laude
Johnson State College
+40, Professional Studies, 3.9
National Life Group June 2015 - Present
Equity Services, Inc. October 2014 - May 2015
Center for Technology Essex August 2001 - October 2014
MinuteMan Press January 1998 - August 2001
Village Press August 1984 - July 1995
Skills
Pre-press, Mac, Microsoft Office, Adobe Creative Suite, Office Administration, Customer Service, Computer Proficiency, PC, QuickBooks, Bookkeeping, Printers, Indesign, Photoshop, Illustrator, Graphic Design, Adobe Acrobat, Print Production, Pre-Press Graphic Design, Data Management, Records Management, Information Technology, Troubleshooting, Ballroom Dance, Teaching
Education
Trinity College of Vermont
Associate's degree, Business Management, 3.665 Cum Laude
Johnson State College
+40, Professional Studies, 3.9
Derek Deike Derek Deike's Equity Services, Inc. Experience January 2003 - August 2003
Job User Experience Producer at Autodesk
Industry Internet
Experience
Autodesk October 2013 - Present
UCSF September 2006 - October 2013
Analysis Group Inc., Economic Consulting October 2003 - May 2006
Equity Services, Inc January 2003 - August 2003
Qwest Wireless June 2001 - September 2002
Skills
Business Analytics, Data Analysis, Research, Web Analytics, Social Media, Media Relations, Google Analytics, Web Development, Data Mining, Photography, Web Mining, Image Editing, Web Content, Digital Media, Supplier Negotiation, Digital Archiving, HTML, User Experience, Drupal, Vendor Management, Website Strategy, Cloud Applications, Video Production, Editing, Analytics, Marketing, SEO, Organization, Internal Communications, Social Media Marketing
Education
Harvard Extension School 2013 — 2016
Information Management Systems
University of Wyoming 1995 — 2000
BA, American Studies
Bay Area Video Coalition 2010 — 2011
City College of San Francisco 2010 — 2011
Web Development
Autodesk October 2013 - Present
UCSF September 2006 - October 2013
Analysis Group Inc., Economic Consulting October 2003 - May 2006
Equity Services, Inc January 2003 - August 2003
Qwest Wireless June 2001 - September 2002
Skills
Business Analytics, Data Analysis, Research, Web Analytics, Social Media, Media Relations, Google Analytics, Web Development, Data Mining, Photography, Web Mining, Image Editing, Web Content, Digital Media, Supplier Negotiation, Digital Archiving, HTML, User Experience, Drupal, Vendor Management, Website Strategy, Cloud Applications, Video Production, Editing, Analytics, Marketing, SEO, Organization, Internal Communications, Social Media Marketing
Education
Harvard Extension School 2013 — 2016
Information Management Systems
University of Wyoming 1995 — 2000
BA, American Studies
Bay Area Video Coalition 2010 — 2011
City College of San Francisco 2010 — 2011
Web Development
Jessica Teddy Jessica Teddy's Equity Services, Inc. Experience June 2014 - Present
Job Financial Representative at M.J. Teddy & Associates
Industry Financial Services
Experience
Equity Services, Inc. June 2014 - Present
National Life Group March 2014 - Present
M. J. Teddy & Associates March 2014 - Present
Milestone Consulting, LLC May 2012 - February 2014
State Farm Insurance February 2012 - June 2012
Dayglow September 2011 - December 2011
Flame Hill Vineyard July 2010 - December 2010
Skills
Microsoft Office, SPSS, Prospect, Necho, Marketing, FTC, Organizational..., Public Speaking, PowerPoint, Event Planning, Customer Service
Education
Niagara University 2008 — 2012
Bachelor of Science in Commmerce, Supply Chain
University of the Sunshine Coast 2010 — 2010
Fairport High School
Equity Services, Inc. June 2014 - Present
National Life Group March 2014 - Present
M. J. Teddy & Associates March 2014 - Present
Milestone Consulting, LLC May 2012 - February 2014
State Farm Insurance February 2012 - June 2012
Dayglow September 2011 - December 2011
Flame Hill Vineyard July 2010 - December 2010
Skills
Microsoft Office, SPSS, Prospect, Necho, Marketing, FTC, Organizational..., Public Speaking, PowerPoint, Event Planning, Customer Service
Education
Niagara University 2008 — 2012
Bachelor of Science in Commmerce, Supply Chain
University of the Sunshine Coast 2010 — 2010
Fairport High School
Clint Brown Clint Brown's Equity Services, Inc. Experience June 2008 - March 2009
Job Sr. Underwriter at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. January 2013 - Present
Wells Fargo Home Mortgage June 2012 - December 2012
Fifth Third Bank July 2010 - June 2012
Wells Fargo Bank December 2009 - July 2010
Bank of America March 2009 - December 2009
Equity Services, Inc June 2008 - March 2009
Citi October 2007 - June 2008
Wells Fargo 2003 - 2007
Wachovia Bank 1996 - 2003
Bank of California 1984 - 1995
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Underwriting, FHA, Credit, Loans, Pricing, Real Estate, Credit Analysis, FHA financing, Loan Servicing, Mortgage Servicing, Refinance, Mortgage Underwriting, Residential Mortgages, USDA
Education
San Bernardino Valley College 1978 — 1980
Ally Financial Inc. January 2013 - Present
Wells Fargo Home Mortgage June 2012 - December 2012
Fifth Third Bank July 2010 - June 2012
Wells Fargo Bank December 2009 - July 2010
Bank of America March 2009 - December 2009
Equity Services, Inc June 2008 - March 2009
Citi October 2007 - June 2008
Wells Fargo 2003 - 2007
Wachovia Bank 1996 - 2003
Bank of California 1984 - 1995
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Underwriting, FHA, Credit, Loans, Pricing, Real Estate, Credit Analysis, FHA financing, Loan Servicing, Mortgage Servicing, Refinance, Mortgage Underwriting, Residential Mortgages, USDA
Education
San Bernardino Valley College 1978 — 1980
Tom Sells Jr. CLU ChFC Tom Sells Jr. CLU ChFC's Equity Services, Inc. Experience September 2012 - Present
Job Registered Representative, Investment Adviser Representative at Equity Services, Inc.
Industry Financial Services
Experience
National Financial Services Inc September 2012 - Present
Equity Services, Inc. September 2012 - Present
SunTrust Bank 1995 - 2012
The First F A 1982 - 1990
Education
Bucknell University 1960 — 1964
Bachelor of Arts (B.A.), Economics
National Financial Services Inc September 2012 - Present
Equity Services, Inc. September 2012 - Present
SunTrust Bank 1995 - 2012
The First F A 1982 - 1990
Education
Bucknell University 1960 — 1964
Bachelor of Arts (B.A.), Economics
Nick Foss Nick Foss's Equity Services, Inc. Experience September 2013 - April 2014
Job Investments Analyst at the Vermont State Treasurer's Office
Industry Higher Education
Experience
Office of the State Treasurer April 2014 - Present
Champlain College March 2014 - Present
Yak It To Me! Vermont Yak Wagon & Mobile BBQ December 2012 - Present
Equity Services, Inc. September 2013 - April 2014
Sentinel Investments May 2013 - September 2013
Sodexo September 2012 - May 2013
Three Tomatoes Trattoria July 2010 - September 2012
FireCo March 2008 - February 2009
Peerless Clothing Inc July 2007 - March 2008
McDonald's Restaurant January 2002 - July 2004
Skills
Financial Modeling, Microsoft Excel, Time Management, Financial Analysis, Teamwork, PowerPoint, Finance, Investment Management, Leadership, Project Planning, Financial Accounting, Corporate Tax, Business Development, FACTSET, Cost Accounting, Asset Management, Sales, Microsoft Word, Manufacturing, Policy, Culinary Skills, Financial Statement..., Invoicing, Corporate Finance, Account Reconciliation, Spreadsheets, Cash Flow, QuickBooks, Cash Management, Small Business, Tax, Mutual Funds, Securities, Valuation, Portfolio Management, Investments, Accounting, Alternative Investment..., Bloomberg, Options Strategies, Asset Allocation, Cash Flow Forecasting, Microsoft Office, Customer Service, Analysis, Research, Public Speaking, Data Analysis
Education
Champlain College 2009 — 2013
Bachelors of Science in Accounting, Accounting, Finance, Business
Concordia College-New York 2004 — 2005
Business Administration, Finance
Office of the State Treasurer April 2014 - Present
Champlain College March 2014 - Present
Yak It To Me! Vermont Yak Wagon & Mobile BBQ December 2012 - Present
Equity Services, Inc. September 2013 - April 2014
Sentinel Investments May 2013 - September 2013
Sodexo September 2012 - May 2013
Three Tomatoes Trattoria July 2010 - September 2012
FireCo March 2008 - February 2009
Peerless Clothing Inc July 2007 - March 2008
McDonald's Restaurant January 2002 - July 2004
Skills
Financial Modeling, Microsoft Excel, Time Management, Financial Analysis, Teamwork, PowerPoint, Finance, Investment Management, Leadership, Project Planning, Financial Accounting, Corporate Tax, Business Development, FACTSET, Cost Accounting, Asset Management, Sales, Microsoft Word, Manufacturing, Policy, Culinary Skills, Financial Statement..., Invoicing, Corporate Finance, Account Reconciliation, Spreadsheets, Cash Flow, QuickBooks, Cash Management, Small Business, Tax, Mutual Funds, Securities, Valuation, Portfolio Management, Investments, Accounting, Alternative Investment..., Bloomberg, Options Strategies, Asset Allocation, Cash Flow Forecasting, Microsoft Office, Customer Service, Analysis, Research, Public Speaking, Data Analysis
Education
Champlain College 2009 — 2013
Bachelors of Science in Accounting, Accounting, Finance, Business
Concordia College-New York 2004 — 2005
Business Administration, Finance
Mario Hankerson, Esq.'s Equity Services, Inc. Experience August 2008 - September 2011
Job Former General Counsel, Secretary, & Chief Operating Officer at AviantLogic, Inc.
Industry Information Technology and Services
Experience
Drive Development Labs, LLC April 2012 - Present
Hankerson Law Group (2011 to 2012); Hankerson Law Group, PLLC (2012 to Present) October 2011 - Present
Chandler Center for the Arts, Inc. May 2011 - Present
Chandler Holding Company July 2010 - Present
Randolph Area Community Development Corporation June 2010 - Present
Chandler Center for the Arts, Inc. January 2008 - Present
AviantLogic, Inc. January 2014 - October 2014
Equity Services Inc. August 2008 - September 2011
Office of the Juvenile Defender 2006 - 2008
Vermont Law School August 2006 - December 2006
Skills
Auditing, Negotiation, Mediation, Risk Management, Financial Analysis, Due Diligence, Java, C++, SQL, Software Development, Information Technology, Linux, Accounting, Corporate Finance, Securities, Programming, Consulting, Fundraising, Web Development, Strategic Planning, Capital Markets, Business Relationship..., Mergers, Mobile Applications, Ruby on Rails, Legal Compliance, M&A experience, Alternative Investments, Alternative Energy, Hedge Funds, Private Equity, Joint Ventures, Venture Capital, Start-ups, Business Strategy, Private Placements, Limited Partnerships, Corporate Law, Corporate Governance, Corporate Social..., Real Estate Financing, Real Estate Transactions, Agile Methodologies, Strategy, Mergers & Acquisitions, Intellectual Property, Legal Research, Entrepreneurship, Finance, Legal Writing
Education
Vermont Leadership Institute, The Snelling Center for Government 2012 — 2013
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Private Equity, and Mergers & Acquisitions
Vermont Law School 2004 — 2007
JD, Law
East Tennessee State University 2004 — 2004
Cert., Entrepreneurial Leadership
East Tennessee State University 2001 — 2003
MS, Computer and Information Science
East Tennessee State University 1999 — 2002
MA, Criminal Justice
East Tennessee State University 1994 — 1998
BS, Criminal Justice and Criminology
Drive Development Labs, LLC April 2012 - Present
Hankerson Law Group (2011 to 2012); Hankerson Law Group, PLLC (2012 to Present) October 2011 - Present
Chandler Center for the Arts, Inc. May 2011 - Present
Chandler Holding Company July 2010 - Present
Randolph Area Community Development Corporation June 2010 - Present
Chandler Center for the Arts, Inc. January 2008 - Present
AviantLogic, Inc. January 2014 - October 2014
Equity Services Inc. August 2008 - September 2011
Office of the Juvenile Defender 2006 - 2008
Vermont Law School August 2006 - December 2006
Skills
Auditing, Negotiation, Mediation, Risk Management, Financial Analysis, Due Diligence, Java, C++, SQL, Software Development, Information Technology, Linux, Accounting, Corporate Finance, Securities, Programming, Consulting, Fundraising, Web Development, Strategic Planning, Capital Markets, Business Relationship..., Mergers, Mobile Applications, Ruby on Rails, Legal Compliance, M&A experience, Alternative Investments, Alternative Energy, Hedge Funds, Private Equity, Joint Ventures, Venture Capital, Start-ups, Business Strategy, Private Placements, Limited Partnerships, Corporate Law, Corporate Governance, Corporate Social..., Real Estate Financing, Real Estate Transactions, Agile Methodologies, Strategy, Mergers & Acquisitions, Intellectual Property, Legal Research, Entrepreneurship, Finance, Legal Writing
Education
Vermont Leadership Institute, The Snelling Center for Government 2012 — 2013
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Private Equity, and Mergers & Acquisitions
Vermont Law School 2004 — 2007
JD, Law
East Tennessee State University 2004 — 2004
Cert., Entrepreneurial Leadership
East Tennessee State University 2001 — 2003
MS, Computer and Information Science
East Tennessee State University 1999 — 2002
MA, Criminal Justice
East Tennessee State University 1994 — 1998
BS, Criminal Justice and Criminology
Ben Boettcher Ben Boettcher's Equity Services, Inc. Experience December 2001 - September 2005
Job Founding Partner at The Helmstar Group, A Financial Planning and Wealth Management Firm
Industry Investment Management
Experience
The Helmstar Group September 2005 - Present
Equity Services Inc. December 2001 - September 2005
Skills
Retirement Planning, Investments, Financial Planning, Portfolio Management, Financial Advisory, Estate Planning, Securities, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Small Business, Due Diligence, Retirement, Financial Analysis, Investment Management, Mutual Funds, Strategic Financial..., Trusts, Series 7, Asset Management
Education
Brigham Young University 1998 — 2001
Global Economy, Economics, Business, International Relations
The Helmstar Group September 2005 - Present
Equity Services Inc. December 2001 - September 2005
Skills
Retirement Planning, Investments, Financial Planning, Portfolio Management, Financial Advisory, Estate Planning, Securities, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Small Business, Due Diligence, Retirement, Financial Analysis, Investment Management, Mutual Funds, Strategic Financial..., Trusts, Series 7, Asset Management
Education
Brigham Young University 1998 — 2001
Global Economy, Economics, Business, International Relations
Glenn J. Downing, MBA, CFP®'s Equity Services, Inc. Experience June 1998 - August 2014
Job Registered Investment Adviser at CameronDowning
Industry Financial Services
Experience
CameronDowning September 2014 - Present
Barry University January 2011 - Present
Equity Services, Inc. June 1998 - August 2014
MHN Government Services 2009 - 2011
Education
The University of Connecticut 1980 — 1984
MBA, finance
CameronDowning September 2014 - Present
Barry University January 2011 - Present
Equity Services, Inc. June 1998 - August 2014
MHN Government Services 2009 - 2011
Education
The University of Connecticut 1980 — 1984
MBA, finance
Brian K Campbell Brian K Campbell's Equity Services, Inc. Experience October 2008 - December 2009
Job Senior Loan Officer at Supreme Lending NLMS # 212428
Industry Financial Services
Experience
Supreme Lending February 2014 - Present
Wells Fargo Home Mortgage September 2012 - February 2014
Chase Home Finance March 2011 - September 2012
Home Source Mortgage February 2009 - February 2011
Equity Services, Inc. October 2008 - December 2009
Freedom Mortgage September 2007 - September 2008
First Magnus Financial March 2006 - August 2007
Skills
Mortgage Lending, Mortgage Banking, USDA, FHA, VA loans, Residential Mortgages, Loan Origination, Refinance, Certified Mortgage..., Loans, FHA financing, First Time Home Buyers, Real Estate Transactions, Government Loans, Non-Conforming, Credit, Loss Mitigation, Mortgage Underwriting, Credit Analysis, Real Estate Financing, VA Loans
Education
Mississippi College 1995 — 1999
School of Business Administration
Supreme Lending February 2014 - Present
Wells Fargo Home Mortgage September 2012 - February 2014
Chase Home Finance March 2011 - September 2012
Home Source Mortgage February 2009 - February 2011
Equity Services, Inc. October 2008 - December 2009
Freedom Mortgage September 2007 - September 2008
First Magnus Financial March 2006 - August 2007
Skills
Mortgage Lending, Mortgage Banking, USDA, FHA, VA loans, Residential Mortgages, Loan Origination, Refinance, Certified Mortgage..., Loans, FHA financing, First Time Home Buyers, Real Estate Transactions, Government Loans, Non-Conforming, Credit, Loss Mitigation, Mortgage Underwriting, Credit Analysis, Real Estate Financing, VA Loans
Education
Mississippi College 1995 — 1999
School of Business Administration
Ayla Waldman Ayla Waldman's Equity Services, Inc. Experience August 2012 - Present
Job Equity Services Inc. employee
Industry Hospital & Health Care
Experience
Equity Services inc. August 2012 - Present
Old Chicago Restaurant April 2007 - August 2012
Pier 1 Imports September 2011 - January 2012
Louisville Recreation Center December 2006 - May 2007
Skills
Cpr Certified, Customer Experience, Organization, Fast Learner, Skilled Communicator, Leadership, Sales, Event Planning, Customer Service, PowerPoint, Time Management, Microsoft Excel, Data Entry, Social Networking, Facebook, Microsoft Word, Marketing, Microsoft Office, Outlook, Fundraising, Social Media Marketing
Education
University of Colorado Boulder 2009 — 2012
Bachelor of Arts (B.A.), Integrative Physiology
Monarch High School 2004 — 2008
Equity Services inc. August 2012 - Present
Old Chicago Restaurant April 2007 - August 2012
Pier 1 Imports September 2011 - January 2012
Louisville Recreation Center December 2006 - May 2007
Skills
Cpr Certified, Customer Experience, Organization, Fast Learner, Skilled Communicator, Leadership, Sales, Event Planning, Customer Service, PowerPoint, Time Management, Microsoft Excel, Data Entry, Social Networking, Facebook, Microsoft Word, Marketing, Microsoft Office, Outlook, Fundraising, Social Media Marketing
Education
University of Colorado Boulder 2009 — 2012
Bachelor of Arts (B.A.), Integrative Physiology
Monarch High School 2004 — 2008
Laura Perham Laura Perham's Equity Services, Inc. Experience March 2008 - January 2010
Job Mortgage Compliance & Processing Supervisor / Assistant Vice President
Industry Real Estate
Experience
North State Bank May 2012 - Present
Wells Fargo Home Mortgage November 2011 - February 2012
PrimeLending, a PlainsCapital Company March 2009 - November 2011
Equity Services, Inc. March 2008 - January 2010
Wachovia Mortgage, FSB August 2008 - March 2009
Total Mortgage Services, LLC October 2005 - April 2008
Skills
Mortgage Lending, Conventional, FHA, USDA, Mortgage Insurance, Residential Mortgages, Mortgage Compliance, Underwriting, Banking, Credit, Refinance
Education
Branford Hall Career Institute 2005 — 2007
Massage Therapy, Psychology
Housatonic Community College 2003 — 2004
English and Algebra
William G. Enloe High School 1998 — 1998
AP English; Music, Science, Math, Social Studies, French
Fairfield High School 1997 — 2001
Science; High School Diploma, English, Math; History
North State Bank May 2012 - Present
Wells Fargo Home Mortgage November 2011 - February 2012
PrimeLending, a PlainsCapital Company March 2009 - November 2011
Equity Services, Inc. March 2008 - January 2010
Wachovia Mortgage, FSB August 2008 - March 2009
Total Mortgage Services, LLC October 2005 - April 2008
Skills
Mortgage Lending, Conventional, FHA, USDA, Mortgage Insurance, Residential Mortgages, Mortgage Compliance, Underwriting, Banking, Credit, Refinance
Education
Branford Hall Career Institute 2005 — 2007
Massage Therapy, Psychology
Housatonic Community College 2003 — 2004
English and Algebra
William G. Enloe High School 1998 — 1998
AP English; Music, Science, Math, Social Studies, French
Fairfield High School 1997 — 2001
Science; High School Diploma, English, Math; History
Mark Bare Mark Bare's Equity Services, Inc. Experience May 2005 - June 2007
Job Financial Advisor, CFP®, CRPC® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors April 2008 - Present
Edward Jones July 2007 - March 2008
Equity Services, Inc. May 2005 - June 2007
Skills
Investments, Retirement Planning, Wealth-Preservation..., Tax-Efficient Strategies, Securities, Investment Strategies, Financial Advisory, 401(k) Rollovers, Financial Analysis, Asset Allocation, Multigenerational..., Business Owner Planning, Concentrated Stock..., Estate Investment..., Fixed-Income Strategies, Investment Planning, Risk Management, Strategic Planning, Stock Analysis, Financial Services
Education
North Carolina State University 2011 — 2012
Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
North Carolina State University 2002 — 2006
Bachelor of Science (B.S.), Business Management
Kemp Mebane Kemp Mebane's Equity Services, Inc. Experience June 2008 - August 2009
Job Client Services Associate
Industry Financial Services
Experience
First Citizens Investor Services February 2015 - Present
BB&T October 2013 - March 2015
AXA Equitable June 2010 - February 2013
Equity Services Inc June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Financial Services, Leadership, Insurance, Marketing, Banking, Finance
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
First Citizens Investor Services February 2015 - Present
BB&T October 2013 - March 2015
AXA Equitable June 2010 - February 2013
Equity Services Inc June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Financial Services, Leadership, Insurance, Marketing, Banking, Finance
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Jenna Simanskas, CLU Jenna Simanskas, CLU's Equity Services, Inc. Experience January 2012 - Present
Job Director, Business Development at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. January 2012 - Present
National Life Insurance Company March 1999 - January 2012
Pageant of the Masters January 1993 - January 1999
Skills
Strategic Communications, Business Development, Marketing Strategy, Marketing Management, Creative Direction, Project Management, Integrated Marketing, Copywriting, Management, Creative Writing, Imagination, Scripting, Program Development
Education
Saint Mary's College 1986 — 1990
B.A. in Writing with a minor in Marketing
Equity Services, Inc. January 2012 - Present
National Life Insurance Company March 1999 - January 2012
Pageant of the Masters January 1993 - January 1999
Skills
Strategic Communications, Business Development, Marketing Strategy, Marketing Management, Creative Direction, Project Management, Integrated Marketing, Copywriting, Management, Creative Writing, Imagination, Scripting, Program Development
Education
Saint Mary's College 1986 — 1990
B.A. in Writing with a minor in Marketing
Douglas J Shackles Douglas J Shackles's Equity Services, Inc. Experience September 2003 - June 2013
Job Financial Representative
Industry Financial Services
Experience
NL Financial Alliance September 2003 - June 2013
Equity Services, Inc. September 2003 - June 2013
Allmerica Financial October 1992 - September 2003
Patriot Services, Inc. September 1990 - June 1992
Telephonics Corporation June 1988 - September 1990
United States Navy June 1975 - June 1988
Education
The George Washington University 1978 — 1980
Engineering
State University of New York at Stony Brook 1973 — 1975
Pre-Med
Saint Anthony's High School 1969 — 1973
Diploma, General
NL Financial Alliance September 2003 - June 2013
Equity Services, Inc. September 2003 - June 2013
Allmerica Financial October 1992 - September 2003
Patriot Services, Inc. September 1990 - June 1992
Telephonics Corporation June 1988 - September 1990
United States Navy June 1975 - June 1988
Education
The George Washington University 1978 — 1980
Engineering
State University of New York at Stony Brook 1973 — 1975
Pre-Med
Saint Anthony's High School 1969 — 1973
Diploma, General
Ed Futrell Ed Futrell's Equity Services, Inc. Experience January 2005 - November 2007
Job Business & Sales Manager at Doug Henry Chevrolet Buick GMC
Industry Financial Services
Experience
Doug Henry Chevrolet Buick GMC May 2015 - Present
Brown & Wood Buick GMC Cadillac Mazda October 2014 - May 2015
Doug Henry Chevrolet Buick GMC January 2011 - October 2014
MIDGETT INSURANCE AGENCY, LLC November 2007 - January 2010
EQUITY SERVICES, INC January 2005 - November 2007
Southern Bank and Trust Co. May 1989 - January 2004
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Commercial Lending, Banking, Underwriting, Portfolio Management, Risk Management, Commercial Banking, Financial Analysis, Credit Risk, Management, Finance, Sales, Leadership, FHA, Commercial Real Estate
Education
University of North Carolina at Chapel Hill 1984 — 1989
BA, LSRA, Mathematics, Business
Louisiana State University 1994 — 1997
Certification Diploma, Graduate School of Banking
University of North Carolina at Chapel Hill 1991 — 1994
Certification, Advance Business Management
Doug Henry Chevrolet Buick GMC May 2015 - Present
Brown & Wood Buick GMC Cadillac Mazda October 2014 - May 2015
Doug Henry Chevrolet Buick GMC January 2011 - October 2014
MIDGETT INSURANCE AGENCY, LLC November 2007 - January 2010
EQUITY SERVICES, INC January 2005 - November 2007
Southern Bank and Trust Co. May 1989 - January 2004
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Commercial Lending, Banking, Underwriting, Portfolio Management, Risk Management, Commercial Banking, Financial Analysis, Credit Risk, Management, Finance, Sales, Leadership, FHA, Commercial Real Estate
Education
University of North Carolina at Chapel Hill 1984 — 1989
BA, LSRA, Mathematics, Business
Louisiana State University 1994 — 1997
Certification Diploma, Graduate School of Banking
University of North Carolina at Chapel Hill 1991 — 1994
Certification, Advance Business Management
Hans J. Manseth, CFP® Hans J. Manseth, CFP®'s Equity Services, Inc. Experience February 2002 - Present
Job President at HJAM Financial Services, LLC
Industry Financial Services
Experience
Hans J. Manseth May 2007 - Present
Equity Services, Inc. February 2002 - Present
HJAM Financial Services, LLC February 2002 - Present
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner TM, Financial Planning and Services
University of Oregon 1993 — 1998
B.S., Business Administration and Management
Sheldon High School
Hans J. Manseth May 2007 - Present
Equity Services, Inc. February 2002 - Present
HJAM Financial Services, LLC February 2002 - Present
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner TM, Financial Planning and Services
University of Oregon 1993 — 1998
B.S., Business Administration and Management
Sheldon High School
Thomas M. Kasprzak Thomas M. Kasprzak's Equity Services, Inc. Experience 2003 - Present
Job President, Kasprzak Financial Associates, Inc.
Industry Financial Services
Experience
Equity Services, Inc 2003 - Present
Equity Services, Inc. 1994 - Present
National Life Insurance Company March 1993 - Present
Meditech 1991 - 1993
Education
Salem State University 1988 — 1991
B.S., Business Administration
Salem State University 1988 — 1991
Northeastern University 1986 — 1987
Engineering
Melrose High School 1983 — 1986
H.S. Diploma
Equity Services, Inc 2003 - Present
Equity Services, Inc. 1994 - Present
National Life Insurance Company March 1993 - Present
Meditech 1991 - 1993
Education
Salem State University 1988 — 1991
B.S., Business Administration
Salem State University 1988 — 1991
Northeastern University 1986 — 1987
Engineering
Melrose High School 1983 — 1986
H.S. Diploma
Ryan Chando Ryan Chando's Equity Services, Inc. Experience January 2009 - May 2010
Job SSU & Regulatory Specialist I at INC Research
Industry Pharmaceuticals
Experience
INC Research May 2014 - Present
INC Research May 2010 - May 2014
Wells Fargo November 2009 - May 2010
Equity Services, Inc. January 2009 - May 2010
Skills
Clinical Trials, Microsoft Excel, Microsoft Word, Clinical Research, Spreadsheets, Mortgage Lending, Loan Origination, Loan Modifications, Office Management, PowerPoint, Access, Budgets, Account Reconciliation, CRO, Clinical Development, Data Management, Regulatory Submissions, SOP
Education
North Carolina State University 2003 — 2005
Business/Commerce, General
Louisburg College 2000 — 2003
Associate of Arts (AA), 3.6 Grade Point Average
INC Research May 2014 - Present
INC Research May 2010 - May 2014
Wells Fargo November 2009 - May 2010
Equity Services, Inc. January 2009 - May 2010
Skills
Clinical Trials, Microsoft Excel, Microsoft Word, Clinical Research, Spreadsheets, Mortgage Lending, Loan Origination, Loan Modifications, Office Management, PowerPoint, Access, Budgets, Account Reconciliation, CRO, Clinical Development, Data Management, Regulatory Submissions, SOP
Education
North Carolina State University 2003 — 2005
Business/Commerce, General
Louisburg College 2000 — 2003
Associate of Arts (AA), 3.6 Grade Point Average
Alison Rhyne Alison Rhyne's Equity Services, Inc. Experience May 2003 - April 2008
Job Office Manager at Rhodes & Co.
Industry Accounting
Experience
Storm Racing Team 2011 - Present
Rhodes & Co. Real Estate Services June 2013 - Present
Independent Contractor September 2008 - Present
Accelerated Technology Laboratories, Inc June 2010 - February 2013
Independent Contractor / Administrative Professional September 2008 - December 2010
Equity Services, Inc. May 2003 - April 2008
Skills
Non-profit Volunteer, Events Coordination, Process Improvement, Online Research, Budgets, Analysis, Data Analysis, Strategic Planning, Financial Analysis, Negotiation, Risk Management, Management, Sports Marketing, Promoters, Trail Running, Mountain Biking, Finance, Accounting, Bookkeeping, Administrative..., Public Relations, Proposal Writing, Information Technology, LIMS, RFP, Microsoft Office, Joomla, Social Media Marketing, Social Media, Sales, Leadership, Microsoft Excel
Education
Sandhills Community College 2013 — 2015
Associate of Applied Science, Accounting, 4.0
The O'Neal School 1981 — 1986
Storm Racing Team 2011 - Present
Rhodes & Co. Real Estate Services June 2013 - Present
Independent Contractor September 2008 - Present
Accelerated Technology Laboratories, Inc June 2010 - February 2013
Independent Contractor / Administrative Professional September 2008 - December 2010
Equity Services, Inc. May 2003 - April 2008
Skills
Non-profit Volunteer, Events Coordination, Process Improvement, Online Research, Budgets, Analysis, Data Analysis, Strategic Planning, Financial Analysis, Negotiation, Risk Management, Management, Sports Marketing, Promoters, Trail Running, Mountain Biking, Finance, Accounting, Bookkeeping, Administrative..., Public Relations, Proposal Writing, Information Technology, LIMS, RFP, Microsoft Office, Joomla, Social Media Marketing, Social Media, Sales, Leadership, Microsoft Excel
Education
Sandhills Community College 2013 — 2015
Associate of Applied Science, Accounting, 4.0
The O'Neal School 1981 — 1986
Eric Routh Eric Routh's Equity Services, Inc. Experience April 1996 - January 2010
Job Mortgage Specialist at Equity Resources, Inc.
Industry Banking
Experience
Equity Resources, Inc. December 2013 - Present
Resource Financial Services/CertusBank Mortgage April 2011 - December 2013
GCB Mortgage February 2010 - April 2011
Equity Services, Inc. April 1996 - January 2010
Skills
FHA, VA, Mortgage Lending, USDA, Refinance, Credit Analysis, First Time Home Buyers, VA loans, Referrals, Finance, Residential Mortgages, Investment Properties, Home Equity Loans, FHA financing, Government Loans, Credit Risk, Rates, VA Loans, FHA Financing, Interest Rates
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics
Equity Resources, Inc. December 2013 - Present
Resource Financial Services/CertusBank Mortgage April 2011 - December 2013
GCB Mortgage February 2010 - April 2011
Equity Services, Inc. April 1996 - January 2010
Skills
FHA, VA, Mortgage Lending, USDA, Refinance, Credit Analysis, First Time Home Buyers, VA loans, Referrals, Finance, Residential Mortgages, Investment Properties, Home Equity Loans, FHA financing, Government Loans, Credit Risk, Rates, VA Loans, FHA Financing, Interest Rates
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics
Kevin Baird, NMLSR ID 450604 Kevin Baird, NMLSR ID 450604's Equity Services, Inc. Experience June 2002 - May 2007
Job Home Mortgage Consultant
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2007 - Present
Equity Services, Inc. June 2002 - May 2007
Skills
Mortgage Lending, FHA, First Time Home Buyers, Mortgage Banking, Loans, USDA, Real Estate, VA loans, Residential Mortgages, Credit, Loan Origination, Investments, FHA financing, Refinance, Government Loans, Foreclosures, Investment Properties, Certified Mortgage..., Non-Conforming, HUD
Education
University of North Carolina at Wilmington 1999 — 2002
Wells Fargo Home Mortgage May 2007 - Present
Equity Services, Inc. June 2002 - May 2007
Skills
Mortgage Lending, FHA, First Time Home Buyers, Mortgage Banking, Loans, USDA, Real Estate, VA loans, Residential Mortgages, Credit, Loan Origination, Investments, FHA financing, Refinance, Government Loans, Foreclosures, Investment Properties, Certified Mortgage..., Non-Conforming, HUD
Education
University of North Carolina at Wilmington 1999 — 2002
Andrea Warner Andrea Warner's Equity Services, Inc. Experience September 1997 - June 1999
Job REALTOR and Property Manager
Industry Real Estate
Experience
Colorado Peak Real Estate December 2009 - Present
ERA Herman Group December 2009 - December 2010
Coldwell Banker Residential Brokerage January 2009 - June 2009
Pikes Peak Community College 2008 - 2009
Equity Services, Inc. September 1997 - June 1999
Skills
Real Estate, Relocation, Sellers, Property Management, Single Family Homes, Short Sales, Negotiation, Property, Buyer Representation, First Time Home Buyers, Foreclosures, New Home Sales, Residential Homes, New Homes, Investors, Investments
Education
Pikes Peak Community College 2006 — 2008
Associates, Real estate
Pine Forest High School 1986 — 1989
High School Degree
Colorado Peak Real Estate December 2009 - Present
ERA Herman Group December 2009 - December 2010
Coldwell Banker Residential Brokerage January 2009 - June 2009
Pikes Peak Community College 2008 - 2009
Equity Services, Inc. September 1997 - June 1999
Skills
Real Estate, Relocation, Sellers, Property Management, Single Family Homes, Short Sales, Negotiation, Property, Buyer Representation, First Time Home Buyers, Foreclosures, New Home Sales, Residential Homes, New Homes, Investors, Investments
Education
Pikes Peak Community College 2006 — 2008
Associates, Real estate
Pine Forest High School 1986 — 1989
High School Degree
Curt Reed Curt Reed's Equity Services, Inc. Experience 1977 - 1983
Job President, Reed & Associates, Inc.
Industry Financial Services
Experience
Reed & Associates, Inc. 2007 - Present
Reed Finanical & Insurance Services 1983 - 2007
ABC Corporation 2003 - 2005
Equity Services, Inc. 1977 - 1983
Education
California State University-Los Angeles
MBA, Business Administration, emphasis in Finance
Santa Clara University
BS, Electrical Engineering
Reed & Associates, Inc. 2007 - Present
Reed Finanical & Insurance Services 1983 - 2007
ABC Corporation 2003 - 2005
Equity Services, Inc. 1977 - 1983
Education
California State University-Los Angeles
MBA, Business Administration, emphasis in Finance
Santa Clara University
BS, Electrical Engineering
John Trapaso's Equity Services, Inc. Experience March 2003 - January 2010
Job Home Mortgage Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
New American Mortgage February 2010 - December 2011
Equity Services, Inc. March 2003 - January 2010
First Fidelity Mortgage June 2000 - March 2003
Champion Homes / Ted Parker Homes April 1995 - June 2000
Food Lion May 1992 - April 1995
Skills
Refinance, Mortgage Lending, Underwriting, Residential Mortgages, Banking, Loan Origination, Credit, FHA, Finance, Certified Mortgage..., Sales, Customer Service, Marketing, Loans, Real Estate, USDA, Mortgage Banking, Referrals, Credit Analysis, Real Estate Economics, Investment Properties, FHA financing, FHA Financing
Education
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Associate's degree, Computer and Information Sciences/ Accounting/Finance
Canastota High 1982 — 1986
Regents, Computer Information systems
Wells Fargo January 2012 - Present
New American Mortgage February 2010 - December 2011
Equity Services, Inc. March 2003 - January 2010
First Fidelity Mortgage June 2000 - March 2003
Champion Homes / Ted Parker Homes April 1995 - June 2000
Food Lion May 1992 - April 1995
Skills
Refinance, Mortgage Lending, Underwriting, Residential Mortgages, Banking, Loan Origination, Credit, FHA, Finance, Certified Mortgage..., Sales, Customer Service, Marketing, Loans, Real Estate, USDA, Mortgage Banking, Referrals, Credit Analysis, Real Estate Economics, Investment Properties, FHA financing, FHA Financing
Education
State University of New York College of Agriculture and Technology at Morrisville 1986 — 1988
Associate's degree, Computer and Information Sciences/ Accounting/Finance
Canastota High 1982 — 1986
Regents, Computer Information systems
Patty Morrison Canady (Pass) Patty Morrison Canady (Pass)'s Equity Services, Inc. Experience June 2006 - December 2006
Job Director, Client Management at Ellie Mae
Industry Information Technology and Services
Experience
Ellie Mae May 2014 - Present
Ellie Mae August 2011 - Present
Del Mar DataTrac January 2007 - August 2011
Equity Services, Inc. June 2006 - December 2006
Mortgage Division of nBank, N.A. May 2002 - May 2006
nBank, N.A. March 1999 - May 2002
nBank, N.A. March 1997 - March 1999
nBank, N.A. November 1994 - February 1997
Digital Equipment Corporation July 1992 - October 1994
Skills
Consultative Selling, Problem Solving, Process Improvement, Project Management, Banking, Financial Services, Training, Retail, SaaS, Mortgage Lending, Account Management, Contract Negotiation, CRM, Cloud Computing, Team Leadership, Selling, Sales, Business Development, Vendor Management, Sales Management, Mortgage Banking, Leadership, Start-ups, Marketing
Education
Villanova University 2006 — 2007
Masters Certificate, IS/IT Project Management
University of Georgia - Terry College of Business 1988 — 1992
BBA, Management Sciences, Information Technology
Ellie Mae May 2014 - Present
Ellie Mae August 2011 - Present
Del Mar DataTrac January 2007 - August 2011
Equity Services, Inc. June 2006 - December 2006
Mortgage Division of nBank, N.A. May 2002 - May 2006
nBank, N.A. March 1999 - May 2002
nBank, N.A. March 1997 - March 1999
nBank, N.A. November 1994 - February 1997
Digital Equipment Corporation July 1992 - October 1994
Skills
Consultative Selling, Problem Solving, Process Improvement, Project Management, Banking, Financial Services, Training, Retail, SaaS, Mortgage Lending, Account Management, Contract Negotiation, CRM, Cloud Computing, Team Leadership, Selling, Sales, Business Development, Vendor Management, Sales Management, Mortgage Banking, Leadership, Start-ups, Marketing
Education
Villanova University 2006 — 2007
Masters Certificate, IS/IT Project Management
University of Georgia - Terry College of Business 1988 — 1992
BBA, Management Sciences, Information Technology
Tom Pearman's Equity Services, Inc. Experience April 2001 - April 2002
Job Experienced Banking Professional
Industry Banking
Experience
First Citizens Bank July 2007 - Present
Cottingham Chalk Hayes, Realtors July 2005 - April 2007
Wells Fargo / Wachovia Mortgage May 2004 - July 2005
Regions Financial Corporation April 2002 - April 2004
Equity Services, Inc. April 2001 - April 2002
Skills
Loans, Small Business Lending, Credit, Loan Origination, Consumer Lending, Banking, Refinance, Sales, Customer Service, Salesforce.com
Education
University of North Carolina at Wilmington 1989 — 1993
BA, Communications
First Citizens Bank July 2007 - Present
Cottingham Chalk Hayes, Realtors July 2005 - April 2007
Wells Fargo / Wachovia Mortgage May 2004 - July 2005
Regions Financial Corporation April 2002 - April 2004
Equity Services, Inc. April 2001 - April 2002
Skills
Loans, Small Business Lending, Credit, Loan Origination, Consumer Lending, Banking, Refinance, Sales, Customer Service, Salesforce.com
Education
University of North Carolina at Wilmington 1989 — 1993
BA, Communications
Albert D'Agosto, CLU, ChFC, CDFA Albert D'Agosto, CLU, ChFC, CDFA's Equity Services, Inc. Experience June 2004 - June 2011
Job Founding Partner, Wealth & Risk Manager, Certified Divorce Financial Analyst
Industry Financial Services
Experience
Retirement & Money Strategies July 2011 - Present
Equity Services, Inc June 2004 - June 2011
Phoenix Companies January 1991 - May 2004
Monarch Capital April 1987 - January 1991
Skills
Leadership, Sailing, Musicians, Team Building, Asset Managment, Financial Risk, Business Development, Strategic Financial..., Retirement, Investments, Insurance, Securities, Strategic Planning, Finance, Retirement Planning, Life Insurance, Small Business, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Fixed Annuities, Public Speaking, Portfolio Management, Customer Service, Financial Services, Employee Benefits, Investment Advisory, Financial Advisory, Management
Education
Hunter College 1971 — 1973
Bachelor of Arts (B.A.), Music
Kingsborough Community College 1968 — 1970
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Retirement & Money Strategies July 2011 - Present
Equity Services, Inc June 2004 - June 2011
Phoenix Companies January 1991 - May 2004
Monarch Capital April 1987 - January 1991
Skills
Leadership, Sailing, Musicians, Team Building, Asset Managment, Financial Risk, Business Development, Strategic Financial..., Retirement, Investments, Insurance, Securities, Strategic Planning, Finance, Retirement Planning, Life Insurance, Small Business, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Fixed Annuities, Public Speaking, Portfolio Management, Customer Service, Financial Services, Employee Benefits, Investment Advisory, Financial Advisory, Management
Education
Hunter College 1971 — 1973
Bachelor of Arts (B.A.), Music
Kingsborough Community College 1968 — 1970
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Brad Hodges Brad Hodges's Equity Services, Inc. Experience October 2007 - July 2009
Job Wilmington's Premier Valet Parking Company
Industry Events Services
Experience
A&B Valet and Parking LLC April 2001 - Present
Primary Capital August 2009 - April 2010
Equity Services, Inc. October 2007 - July 2009
1st Priority Mortgage Corp April 2002 - October 2007
Skills
Valet Parking, Customer Service, Event Planning, Marketing, Parking, Customer Retention, Team Building, Customer Satisfaction, Nonprofits, Insurance, Mortgage Lending, Refinance, Loans, Credit, Investment Properties, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, Finance, Non-profit Volunteer, Small Business, Real Estate, Underwriting, Sales, Management, Marketing Strategy, Strategic Planning, Social Media Marketing, Social Media
Education
UNCW 2010 — 2012
MAT
Sun Valley
University of North Carolina at Wilmington
BS, Criminal Justice
A&B Valet and Parking LLC April 2001 - Present
Primary Capital August 2009 - April 2010
Equity Services, Inc. October 2007 - July 2009
1st Priority Mortgage Corp April 2002 - October 2007
Skills
Valet Parking, Customer Service, Event Planning, Marketing, Parking, Customer Retention, Team Building, Customer Satisfaction, Nonprofits, Insurance, Mortgage Lending, Refinance, Loans, Credit, Investment Properties, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, Finance, Non-profit Volunteer, Small Business, Real Estate, Underwriting, Sales, Management, Marketing Strategy, Strategic Planning, Social Media Marketing, Social Media
Education
UNCW 2010 — 2012
MAT
Sun Valley
University of North Carolina at Wilmington
BS, Criminal Justice
David Frandina David Frandina's Equity Services, Inc. Experience 1997 - 2004
Job Head of Business Continuity at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. August 2014 - Present
Santander Bank, N.A. February 2014 - July 2014
Devonshire Investors February 2011 - April 2013
Fidelity Investments December 2006 - February 2011
Fidelity Investments March 2005 - December 2006
Equity Services, Inc 1997 - 2004
National Association of Securities Dealers, Regulation 1994 - 1997
Skills
Records Management, Business Continuity, Emergency Management, Program Management, Project Management, Compliance, Risk Management, Disaster Recovery, Escheatment, Investments, Securities Regulation, FINRA, Securities, Financial Services, BS25999, ISO 22301, Analysis, Management, Leadership, Software Documentation, Portfolio Management, Governance, Strategy, Risk Assessment, Business Continuity..., Strategic Planning, Operational Risk..., Enterprise Risk..., LDRPS, Mutual Funds, Operational Risk, Series 63, Asset Management, Training, Series 24
Education
Disaster Recovery Institute International 2011 — 2011
Business Continuity Planning
Syracuse University 1990 — 1993
BA, Political Science
Syracuse University - Maxwell School 1990 — 1993
BA, Political Science
Santander Bank, N.A. August 2014 - Present
Santander Bank, N.A. February 2014 - July 2014
Devonshire Investors February 2011 - April 2013
Fidelity Investments December 2006 - February 2011
Fidelity Investments March 2005 - December 2006
Equity Services, Inc 1997 - 2004
National Association of Securities Dealers, Regulation 1994 - 1997
Skills
Records Management, Business Continuity, Emergency Management, Program Management, Project Management, Compliance, Risk Management, Disaster Recovery, Escheatment, Investments, Securities Regulation, FINRA, Securities, Financial Services, BS25999, ISO 22301, Analysis, Management, Leadership, Software Documentation, Portfolio Management, Governance, Strategy, Risk Assessment, Business Continuity..., Strategic Planning, Operational Risk..., Enterprise Risk..., LDRPS, Mutual Funds, Operational Risk, Series 63, Asset Management, Training, Series 24
Education
Disaster Recovery Institute International 2011 — 2011
Business Continuity Planning
Syracuse University 1990 — 1993
BA, Political Science
Syracuse University - Maxwell School 1990 — 1993
BA, Political Science
Darrell Sims's Equity Services, Inc. Experience February 2008 - April 2009
Job Insurance Inspector
Industry Insurance
Experience
Insurance Inspector December 2011 - Present
Flexible Plan Investments, Ltd. September 2010 - October 2011
Financial Advantage Associates, Inc January 2010 - September 2010
Equity Services, Inc. February 2008 - April 2009
MortgageIT June 2002 - February 2008
Washington Mutual, Inc. July 1999 - June 2002
Skills
Investments, Portfolio Management, Finance, Sales, Financial Services, Financial Risk, Financial Advisory, Asset Management, Sales Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Management, Leadership, Mortgage Banking, Credit
Education
American University - Kogod School of Business 1994 — 1996
MBA, Finance
Hartwick College 1989 — 1993
BA, Busines Management
Insurance Inspector December 2011 - Present
Flexible Plan Investments, Ltd. September 2010 - October 2011
Financial Advantage Associates, Inc January 2010 - September 2010
Equity Services, Inc. February 2008 - April 2009
MortgageIT June 2002 - February 2008
Washington Mutual, Inc. July 1999 - June 2002
Skills
Investments, Portfolio Management, Finance, Sales, Financial Services, Financial Risk, Financial Advisory, Asset Management, Sales Management, Strategic Financial..., Risk Management, Loans, Mortgage Lending, Management, Leadership, Mortgage Banking, Credit
Education
American University - Kogod School of Business 1994 — 1996
MBA, Finance
Hartwick College 1989 — 1993
BA, Busines Management
O'Sullivan Marty O'Sullivan Marty's Equity Services, Inc. Experience 2007 - 2010
Job Senior Mortgage Banker at PrimeLending
Industry Financial Services
Experience
PrimeLending February 2010 - Present
PrimeLending February 2010 - Present
Equity Services, Inc. 2007 - 2010
InterFirst Wholesale Mortgage February 2001 - April 2007
Education
Michigan State University 1990 — 1993
Business Administartion
PrimeLending February 2010 - Present
PrimeLending February 2010 - Present
Equity Services, Inc. 2007 - 2010
InterFirst Wholesale Mortgage February 2001 - April 2007
Education
Michigan State University 1990 — 1993
Business Administartion
John Mickelson John Mickelson's Equity Services, Inc. Experience June 2001 - July 2007
Job Owner at Mickelson Financial Services
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Cathy Camann, PMP, CSM Cathy Camann, PMP, CSM's Equity Services, Inc. Experience 2008 - 2010
Job Delivery Manager / Program Manager for NTT Data Inc
Industry Information Technology and Services
Experience
BCBSNC 2012 - Present
NTT Data Corporation November 2011 - Present
Keane for Cisco June 2007 - February 2012
Archwood Builders 2010 - 2010
Equity Services, Inc. 2008 - 2010
Ameriprise Financial 1996 - 2010
Meca Properties, LLC 1995 - 2010
Keane June 2007 - November 2007
General Parts Inc November 2005 - June 2007
Compuware 1998 - 2005
Skills
PMO, PMP, SDLC, Program Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Process..., Cloud Computing, Enterprise Architecture, IT Outsourcing, IT Service Management, IT Strategy, Integration, Process Improvement, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, Resource Management, Software Development, Software Project..., Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1985
BS, Computer Science, Management, German
BCBSNC 2012 - Present
NTT Data Corporation November 2011 - Present
Keane for Cisco June 2007 - February 2012
Archwood Builders 2010 - 2010
Equity Services, Inc. 2008 - 2010
Ameriprise Financial 1996 - 2010
Meca Properties, LLC 1995 - 2010
Keane June 2007 - November 2007
General Parts Inc November 2005 - June 2007
Compuware 1998 - 2005
Skills
PMO, PMP, SDLC, Program Management, Agile Methodologies, Agile Project Management, Business Analysis, Business Process..., Cloud Computing, Enterprise Architecture, IT Outsourcing, IT Service Management, IT Strategy, Integration, Process Improvement, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Requirements Analysis, Requirements Gathering, Resource Management, Software Development, Software Project..., Vendor Management
Education
Rensselaer Polytechnic Institute 1981 — 1985
BS, Computer Science, Management, German
Melissa Luttrell Melissa Luttrell's Equity Services, Inc. Experience November 2011 - March 2015
Job Escrow Processor and Notary Public at Ascendant Title at Ascendant Title
Industry Real Estate
Experience
Ascendant Title March 2015 - Present
Equity Services, Inc. November 2011 - March 2015
American Family Insurance March 2007 - September 2009
Skills
Accounting, Tax Accounting, Property & Casualty..., Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Microsoft Excel, QuickBooks, Insurance, Bank Reconciliation, Banking, Invoicing, Management, Finance
Education
Red Rocks Community College 2005 — 2007
Ascendant Title March 2015 - Present
Equity Services, Inc. November 2011 - March 2015
American Family Insurance March 2007 - September 2009
Skills
Accounting, Tax Accounting, Property & Casualty..., Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Microsoft Excel, QuickBooks, Insurance, Bank Reconciliation, Banking, Invoicing, Management, Finance
Education
Red Rocks Community College 2005 — 2007
Marc Brookings Marc Brookings's Equity Services, Inc. Experience January 2000 - August 2006
Job Investment Advisor and Financial Planner
Industry Financial Services
Experience
Symphonic Financial Advisors August 2006 - Present
Equity Services Inc. January 2000 - August 2006
Lutron Electronics July 1997 - November 1999
Skills
Retirement Planning, Roth IRA, Marketing, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Estate Planning, Strategic Planning, Fixed Annuities, Sales, Wealth Management, Insurance, 401k, Financial Advisory, Series 7, Investments, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Securities, Financial Planning
Education
Kansas State University 1994 — 1997
Business Administration
William Jewell College 1992 — 1993
Symphonic Financial Advisors August 2006 - Present
Equity Services Inc. January 2000 - August 2006
Lutron Electronics July 1997 - November 1999
Skills
Retirement Planning, Roth IRA, Marketing, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Estate Planning, Strategic Planning, Fixed Annuities, Sales, Wealth Management, Insurance, 401k, Financial Advisory, Series 7, Investments, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Securities, Financial Planning
Education
Kansas State University 1994 — 1997
Business Administration
William Jewell College 1992 — 1993
Janet Farah Lauricella Janet Farah Lauricella's Equity Services, Inc. Experience January 2014 - Present
Job Financial Advisor at CPS Financial Services
Industry Insurance
Experience
Equity Services, Inc. January 2014 - Present
CPS Financial Services January 2014 - Present
MetLife November 1990 - December 2013
Wang Laboratories January 1980 - September 1986
Skills
Insurance, Financial Services, Life Insurance, Retirement, Disability Insurance, IRAs, Long-term Care, Investments, Key Person Insurance, 401k, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Equities, Financial Strategies, Mutual Funds, Key-Person Insurance, Pension Plans, Securities, Variable Annuities, Fixed Annuities
Education
Adelphi University 1978 — 1980
Business and Marketing
Farmingdale State University of New York 1975 — 1977
Associates, Business Administration
Holy Trinity High School 1971 — 1975
Equity Services, Inc. January 2014 - Present
CPS Financial Services January 2014 - Present
MetLife November 1990 - December 2013
Wang Laboratories January 1980 - September 1986
Skills
Insurance, Financial Services, Life Insurance, Retirement, Disability Insurance, IRAs, Long-term Care, Investments, Key Person Insurance, 401k, Business Needs Analysis, Capital Accumulation, Charitable Giving..., Equities, Financial Strategies, Mutual Funds, Key-Person Insurance, Pension Plans, Securities, Variable Annuities, Fixed Annuities
Education
Adelphi University 1978 — 1980
Business and Marketing
Farmingdale State University of New York 1975 — 1977
Associates, Business Administration
Holy Trinity High School 1971 — 1975
Dave Conaway Dave Conaway's Equity Services, Inc. Experience January 2008 - May 2010
Job at
Industry Hospital & Health Care
Experience
University Healthcare - Berkeley Medical Center February 2015 - Present
Winchester Surgical and Medical Institute July 2013 - Present
Equity Services, Inc. January 2008 - May 2010
Skills
Nursing, Cpr Certified, Healthcare, Critical Thinking, Psychology, Research, Community Outreach, Healthcare Information..., ACLS, ICU, Critical Care, Home Care, Epic Systems, BCLS
Education
Shepherd University 2011 — 2013
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
University Healthcare - Berkeley Medical Center February 2015 - Present
Winchester Surgical and Medical Institute July 2013 - Present
Equity Services, Inc. January 2008 - May 2010
Skills
Nursing, Cpr Certified, Healthcare, Critical Thinking, Psychology, Research, Community Outreach, Healthcare Information..., ACLS, ICU, Critical Care, Home Care, Epic Systems, BCLS
Education
Shepherd University 2011 — 2013
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Donald Reutemann, CFP®, RPA Donald Reutemann, CFP®, RPA's Equity Services, Inc. Experience February 2001 - Present
Job Financial Planner, Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. February 2001 - Present
NPA Financial, LLC January 2001 - Present
Kelly Clothes, Inc. May 1979 - December 2000
Education
University of Colorado at Boulder 1971 — 1975
BA, Psychology
LaSalle Institute, Troy NY 1967 — 1971
Equity Services, Inc. February 2001 - Present
NPA Financial, LLC January 2001 - Present
Kelly Clothes, Inc. May 1979 - December 2000
Education
University of Colorado at Boulder 1971 — 1975
BA, Psychology
LaSalle Institute, Troy NY 1967 — 1971
Rachael Carroll's Equity Services, Inc. Experience February 2000 - April 2010
Job AVP OF REAL ESTATE LENDING, ACFCU
Industry Financial Services
Experience
Appalachian Community Federal Credit Union October 2012 - Present
Appalachian Community Federal Credit Union April 2011 - October 2012
Wachovia, A Wells Fargo Company 2010 - 2011
Equity Services, Inc. February 2000 - April 2010
Skills
FHA, VA, Mortgage Lending, FHA financing, Mortgage, Real Estate, Credit, Loans, First Time Home Buyers, Investment Properties, Conventional, Refinance, Home, USDA, Mortgage Banking, Banking, Mortgage Industry, Mortgage Planning, Loan Origination, Conforming, REO, VA loans, First Time Buyers, Loan Structuring, Underwriting, Problem Solving, Relocation, Sellers, Condos, Commercial Mortgages, Residential Mortgages, Sales Management, Credit Analysis, Construction Loans, Investors, Certified Mortgage..., Real Estate Transactions, Short Sales, Consumer Lending, Selling, Small Business Lending, Commercial Lending, Foreclosures, Government Loans, HUD, Investments, Lines Of Credit, Loan Servicing, New Home Sales, Real Estate Financing
Education
East Tennessee State University 1993 — 1996
Business Administration/Corporate Finance
Virginia Highlands CC 1991 — 1993
General Business, Business
Appalachian Community Federal Credit Union October 2012 - Present
Appalachian Community Federal Credit Union April 2011 - October 2012
Wachovia, A Wells Fargo Company 2010 - 2011
Equity Services, Inc. February 2000 - April 2010
Skills
FHA, VA, Mortgage Lending, FHA financing, Mortgage, Real Estate, Credit, Loans, First Time Home Buyers, Investment Properties, Conventional, Refinance, Home, USDA, Mortgage Banking, Banking, Mortgage Industry, Mortgage Planning, Loan Origination, Conforming, REO, VA loans, First Time Buyers, Loan Structuring, Underwriting, Problem Solving, Relocation, Sellers, Condos, Commercial Mortgages, Residential Mortgages, Sales Management, Credit Analysis, Construction Loans, Investors, Certified Mortgage..., Real Estate Transactions, Short Sales, Consumer Lending, Selling, Small Business Lending, Commercial Lending, Foreclosures, Government Loans, HUD, Investments, Lines Of Credit, Loan Servicing, New Home Sales, Real Estate Financing
Education
East Tennessee State University 1993 — 1996
Business Administration/Corporate Finance
Virginia Highlands CC 1991 — 1993
General Business, Business
Raymond J. Ogden, ChFC, CLU Raymond J. Ogden, ChFC, CLU's Equity Services, Inc. Experience November 2003 - Present
Job Financial Representative at National Life Group
Industry Financial Services
Experience
Equity Services, Inc. November 2003 - Present
National Life Group November 2003 - Present
Skills
Business Needs Analysis, Key-Person Insurance, Fixed Annuities, Variable Annuities, Insurance Strategies, IRAs, 401k, Retirement Strategies, Estate Planning..., Charitable Giving..., Investments, Mutual Funds, Securities, Personal Needs Analysis, Personal Life Insurance
Education
The American College 1991 — 1993
Chartered Financial Consultant, Chartered Life Underwriter, Life Insurance, Financial Services, and Investments
Wayne State University 1971 — 1976
Bachelor of Fine Arts (B.F.A.), Industrial and Product Design
Equity Services, Inc. November 2003 - Present
National Life Group November 2003 - Present
Skills
Business Needs Analysis, Key-Person Insurance, Fixed Annuities, Variable Annuities, Insurance Strategies, IRAs, 401k, Retirement Strategies, Estate Planning..., Charitable Giving..., Investments, Mutual Funds, Securities, Personal Needs Analysis, Personal Life Insurance
Education
The American College 1991 — 1993
Chartered Financial Consultant, Chartered Life Underwriter, Life Insurance, Financial Services, and Investments
Wayne State University 1971 — 1976
Bachelor of Fine Arts (B.F.A.), Industrial and Product Design
Jonathan G. Cameron, CFP®'s Equity Services, Inc. Experience November 2011 - September 2014
Job CoFounder & CERTIFIED FINANCIAL PLANNER™ at CameronDowning
Industry Financial Services
Experience
CameronDowning, LLC September 2014 - Present
Zeiders Enterprises, Inc. September 2014 - Present
Equity Services, Inc. November 2011 - September 2014
Morgan Keegan & Co., Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. November 2006 - January 2008
Education
Florida International University 2003 — 2007
B.A. in English, Cum Laude
CameronDowning, LLC September 2014 - Present
Zeiders Enterprises, Inc. September 2014 - Present
Equity Services, Inc. November 2011 - September 2014
Morgan Keegan & Co., Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. November 2006 - January 2008
Education
Florida International University 2003 — 2007
B.A. in English, Cum Laude
Sandy (Kent) Travis Sandy (Kent) Travis's Equity Services, Inc. Experience October 2010 - Present
Job GoalsBased Financial Advisor
Industry Financial Services
Experience
Equity Services, Inc. October 2010 - Present
National Life Group July 2009 - Present
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Executive Benefits, Employee Benefits, Key-Person Insurance
Education
DePaul University 2013 — 2014
Certificate, Financial Planning
University of Iowa 2007 — 2009
BA
University of Kansas 2005 — 2007
Hinsdale Central 2001 — 2005
Equity Services, Inc. October 2010 - Present
National Life Group July 2009 - Present
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Executive Benefits, Employee Benefits, Key-Person Insurance
Education
DePaul University 2013 — 2014
Certificate, Financial Planning
University of Iowa 2007 — 2009
BA
University of Kansas 2005 — 2007
Hinsdale Central 2001 — 2005
Shane DeSimone Shane DeSimone's Equity Services, Inc. Experience September 2009 - December 2009
Job Shane DeSimone SVP Northeast Regional Manager at MB Financial
Industry Banking
Experience
MB Financial Bank December 2009 - Present
Cole Taylor Mortgage December 2009 - January 2012
Equity Services, Inc. September 2009 - December 2009
Fifth Third Bank November 2008 - September 2009
Citibank March 2006 - October 2008
InterFirst/ABN AMRO Mortgage Group 1993 - October 2008
Skills
Sales, Mortgage Banking, Loan Origination, Mortgage Lending, Loans, FHA, Residential Mortgages, Credit, Refinance, Underwriting, Banking, Leadership, Business Development, Credit Analysis, Credit Risk, Customer Service, Management, Marketing, Mortgage Underwriting, Risk Management, Sales Management, Strategic Planning, Training
Education
Baldwin Wallace University 1989 — 1990
Portsmouth High School 1985 — 1989
MB Financial Bank December 2009 - Present
Cole Taylor Mortgage December 2009 - January 2012
Equity Services, Inc. September 2009 - December 2009
Fifth Third Bank November 2008 - September 2009
Citibank March 2006 - October 2008
InterFirst/ABN AMRO Mortgage Group 1993 - October 2008
Skills
Sales, Mortgage Banking, Loan Origination, Mortgage Lending, Loans, FHA, Residential Mortgages, Credit, Refinance, Underwriting, Banking, Leadership, Business Development, Credit Analysis, Credit Risk, Customer Service, Management, Marketing, Mortgage Underwriting, Risk Management, Sales Management, Strategic Planning, Training
Education
Baldwin Wallace University 1989 — 1990
Portsmouth High School 1985 — 1989
John Jaye, CLU John Jaye, CLU's Equity Services, Inc. Experience September 2014 - Present
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
James Oppenlander, CLU, ChFC James Oppenlander, CLU, ChFC's Equity Services, Inc. Experience September 2014 - Present
Job National Life Group General Manager Wealth Strategist MDRT Court of the Table Financial Services Recruiter
Industry Financial Services
Experience
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Dome Financial Services July 2001 - Present
National Life Group July 2014 - Present
Equity Services, Inc. September 2014 - Present
Accordia Life July 2001 - Present
New York Life Insurance Company 1987 - 2001
Jefferson Pilot Financial 1982 - 1987
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Approved Continuing..., Living Benefits, Sales and Marketing, General Manager, Approved Continuing..., Annuities, Investment Advisory, Management, Fixed Annuities, Finance, Strategic Planning
Education
Ohio University 1975 — 1981
BBA, Marketing
Michael J. Teddy, CLU Michael J. Teddy, CLU's Equity Services, Inc. Experience January 2000 - Present
Job Owner at M.J. Teddy & Associates
Industry Insurance
Experience
M.J. Teddy & Associates January 1982 - Present
Equity Services Inc. January 2000 - Present
National Life Group January 2000 - Present
KAFL January 2000 - Present
Rose & Kiernan January 2000 - Present
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Key Person Insurance, Fixed Annuities, Small Business, Personal Life Insurance, Executive Benefits, Disability, Health Insurance
Education
The American College 1995 — 1995
Chartered Life Underwriter
Champlain College 1973 — 1975
Associate's degree, Business Administration and Management, General
Pittsford High School 1969 — 1973
M.J. Teddy & Associates January 1982 - Present
Equity Services Inc. January 2000 - Present
National Life Group January 2000 - Present
KAFL January 2000 - Present
Rose & Kiernan January 2000 - Present
Skills
Life Insurance, Disability Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Key Person Insurance, Fixed Annuities, Small Business, Personal Life Insurance, Executive Benefits, Disability, Health Insurance
Education
The American College 1995 — 1995
Chartered Life Underwriter
Champlain College 1973 — 1975
Associate's degree, Business Administration and Management, General
Pittsford High School 1969 — 1973
Frank DeTota Frank DeTota's Equity Services, Inc. Experience February 2011 - Present
Job Financial Advisor at Integrated Financial Concepts
Industry Financial Services
Experience
Integrated Financial Concepts February 2011 - Present
Equity Services, Inc. February 2011 - Present
JPMorgan Chase November 2009 - September 2010
Skills
Life, Disability, Long...
Education
St. Joseph's University 2004 — 2008
Bachelors of Art and Sciences, Political Science
Monsignor Farrell High School 2000 — 2004
Integrated Financial Concepts February 2011 - Present
Equity Services, Inc. February 2011 - Present
JPMorgan Chase November 2009 - September 2010
Skills
Life, Disability, Long...
Education
St. Joseph's University 2004 — 2008
Bachelors of Art and Sciences, Political Science
Monsignor Farrell High School 2000 — 2004
Marty Olson Marty Olson's Equity Services, Inc. Experience June 1999 - Present
Job Agent at National Life Insurance Company
Industry Financial Services
Experience
Equity Services, Inc. June 1999 - Present
National Life Insurance Company June 1999 - Present
Utah Jazz Retail Division August 1985 - June 1999
Skills
Life Insurance, Employee Benefits, Fixed Annuities, Key Person Insurance, Personal Life Insurance, Executive Benefits
Education
University of Phoenix 1996 — 1998
Master's Degree, Business Administration
Brigham Young University 1980 — 1983
Bachelor's of Arts, Liberal Arts - Spanish and French
Equity Services, Inc. June 1999 - Present
National Life Insurance Company June 1999 - Present
Utah Jazz Retail Division August 1985 - June 1999
Skills
Life Insurance, Employee Benefits, Fixed Annuities, Key Person Insurance, Personal Life Insurance, Executive Benefits
Education
University of Phoenix 1996 — 1998
Master's Degree, Business Administration
Brigham Young University 1980 — 1983
Bachelor's of Arts, Liberal Arts - Spanish and French
Robert Clower Robert Clower's Equity Services, Inc. Experience January 1998 - January 2001
Job President & CEO Clower Wealth Management.
Industry Financial Services
Experience
Clower Wealth Management January 2011 - Present
ValMark Advisers, Inc. January 2011 - Present
ValMark Securities 2011 - Present
Investors Capital January 2001 - January 2011
Investors Capital Advisery Services January 2001 - January 2011
Equity Services, Inc. January 1998 - January 2001
Sun Investment Services January 1990 - January 1998
Skills
Insurance, Retirement, Securities, Investments, Financial Services, Series 7, Retirement Planning, FINRA, Wealth Management, Estate Planning
Education
St. Lawrence University 1983 — 1987
Bachelor of Arts, Economics
Clower Wealth Management January 2011 - Present
ValMark Advisers, Inc. January 2011 - Present
ValMark Securities 2011 - Present
Investors Capital January 2001 - January 2011
Investors Capital Advisery Services January 2001 - January 2011
Equity Services, Inc. January 1998 - January 2001
Sun Investment Services January 1990 - January 1998
Skills
Insurance, Retirement, Securities, Investments, Financial Services, Series 7, Retirement Planning, FINRA, Wealth Management, Estate Planning
Education
St. Lawrence University 1983 — 1987
Bachelor of Arts, Economics
Mark Andrysiak's Equity Services, Inc. Experience May 2010 - Present
Job Director: Regulatory Compliance at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - June 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial January 1991 - January 2000
Ameriprise Financial January 1989 - January 1991
Skills
Process Improvement, Leadership, FINRA, Licensing, Policy, Auditing, Private Investigations, Registration, Series 7, Solutions Marketing, Securities, Mutual Funds, Series 24, Series 63, Investments, Options, Equities, Financial Services, Investment Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy; auditing, economics
Equity Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - June 2009
Ameriprise Financial 2000 - 2007
Ameriprise Financial January 1991 - January 2000
Ameriprise Financial January 1989 - January 1991
Skills
Process Improvement, Leadership, FINRA, Licensing, Policy, Auditing, Private Investigations, Registration, Series 7, Solutions Marketing, Securities, Mutual Funds, Series 24, Series 63, Investments, Options, Equities, Financial Services, Investment Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy; auditing, economics
Gary Lenz, CLU, LUTCF Gary Lenz, CLU, LUTCF's Equity Services, Inc. Experience February 2008 - Present
Job Manager Life Sales Desk at National Life Group
Industry Financial Services
Experience
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
National Life Group March 2012 - Present
Equity Services Inc. February 2008 - Present
National Life Group March 2011 - March 2012
National Life Group February 2008 - March 2011
New York Life Insurance Company April 2001 - January 2008
KeyBank August 1987 - December 2000
Education
Stetson University 1982 — 1986
BBA, Marketing & Management
Castleton University 1981 — 1982
Business
Julie Sabo Julie Sabo's Equity Services, Inc. Experience May 2002 - May 2010
Job Private mortgage banker at Wells Fargo Private Mortgage Bank
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank September 2010 - Present
PrimeLending February 2010 - September 2010
Equity Services, Inc. May 2002 - May 2010
Atlantic Bay Mortgage Group May 1999 - May 2002
Education
Coastal Carolina University 1996 — 1999
Education, Elementarty _Special Education
Wells Fargo Private Mortgage Bank September 2010 - Present
PrimeLending February 2010 - September 2010
Equity Services, Inc. May 2002 - May 2010
Atlantic Bay Mortgage Group May 1999 - May 2002
Education
Coastal Carolina University 1996 — 1999
Education, Elementarty _Special Education
Wendy Nunez's Equity Services, Inc. Experience 2002 - 2004
Job Chief Compliance Officer and Chief Operating Officer/Partner, Champlain Investment Partners
Industry Investment Management
Experience
Champlain Investment Partners September 2004 - Present
Equity Services, Inc. 2002 - 2004
Scudder Investments 1997 - 2000
Scudder Investments 1990 - 1997
Education
Boston University - School of Management 1987 — 1991
MBA
University of Vermont 1981 — 1985
Champlain Investment Partners September 2004 - Present
Equity Services, Inc. 2002 - 2004
Scudder Investments 1997 - 2000
Scudder Investments 1990 - 1997
Education
Boston University - School of Management 1987 — 1991
MBA
University of Vermont 1981 — 1985
Kristen Armstrong (Hankins)'s Equity Services, Inc. Experience March 2006 - June 2009
Job
Industry Investment Management
Experience
Citigroup August 2013 - Present
First New York Securities October 2011 - August 2013
Champlain Investment Partners, LLC June 2009 - September 2011
Equity Services, Inc. March 2006 - June 2009
Gate 1 Travel 2004 - 2006
Skills
Securities, Due Diligence, Hedge Funds, Investments, Asset Management, Mutual Funds, Trading, FINRA, Equities
Education
University of Vermont 2008 — 2010
MBA
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Science
Citigroup August 2013 - Present
First New York Securities October 2011 - August 2013
Champlain Investment Partners, LLC June 2009 - September 2011
Equity Services, Inc. March 2006 - June 2009
Gate 1 Travel 2004 - 2006
Skills
Securities, Due Diligence, Hedge Funds, Investments, Asset Management, Mutual Funds, Trading, FINRA, Equities
Education
University of Vermont 2008 — 2010
MBA
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Science
Ken Updegrave's Equity Services, Inc. Experience September 2008 - October 2009
Job I work with those 62+ in placing their hardearned home equity as a leg in their financial plan to age in place.
Industry Financial Services
Experience
OVM Financial Reverse Mortgage Division July 2014 - Present
TowneBank Mortgage November 2012 - July 2014
Gateway Bank Mortgage October 2010 - November 2012
Primary Capital Mortgage September 2009 - January 2011
Equity Services, Inc. September 2008 - October 2009
Carolina Mortgage Group, Inc May 2005 - September 2008
Business Technology Solutions December 2000 - February 2001
Mims Distributing 1986 - 1999
Skills
Reverse Mortgages, Retirement Planning, Mortgage Lending, Refinance, FHA, FHA financing, Real Estate Financing, Leadership, Management, Credit, Mortgage Underwriting, Sales, Banking, Loans, Underwriting, Finance, Mortgage Banking, USDA, Construction Loans, Investments, Loan Origination, VA loans, Government Loans, Certified Mortgage..., FHA Financing
Education
North Carolina State University 1981 — 1990
BA, Accounting
OVM Financial Reverse Mortgage Division July 2014 - Present
TowneBank Mortgage November 2012 - July 2014
Gateway Bank Mortgage October 2010 - November 2012
Primary Capital Mortgage September 2009 - January 2011
Equity Services, Inc. September 2008 - October 2009
Carolina Mortgage Group, Inc May 2005 - September 2008
Business Technology Solutions December 2000 - February 2001
Mims Distributing 1986 - 1999
Skills
Reverse Mortgages, Retirement Planning, Mortgage Lending, Refinance, FHA, FHA financing, Real Estate Financing, Leadership, Management, Credit, Mortgage Underwriting, Sales, Banking, Loans, Underwriting, Finance, Mortgage Banking, USDA, Construction Loans, Investments, Loan Origination, VA loans, Government Loans, Certified Mortgage..., FHA Financing
Education
North Carolina State University 1981 — 1990
BA, Accounting
Amy LeClair's Equity Services, Inc. Experience October 2003 - June 2006
Job Manager, Technical Support Services at ADP
Industry Human Resources
Experience
ADP April 2015 - Present
ADP July 2013 - April 2015
ADP January 2008 - July 2013
Maple Capital Management, Inc. July 2006 - August 2007
Equity Services, Inc. October 2003 - June 2006
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Search, CRM, Temporary Placement, College Recruiting, Cold Calling, Interviews, Contract Recruitment, Executive Search, Onboarding, Talent Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
Yale University 1999 — 2003
BA, Political Science
Kimball Union Academy 1995 — 1999
High School
ADP April 2015 - Present
ADP July 2013 - April 2015
ADP January 2008 - July 2013
Maple Capital Management, Inc. July 2006 - August 2007
Equity Services, Inc. October 2003 - June 2006
Skills
Internet Recruiting, Technical Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Search, CRM, Temporary Placement, College Recruiting, Cold Calling, Interviews, Contract Recruitment, Executive Search, Onboarding, Talent Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
Yale University 1999 — 2003
BA, Political Science
Kimball Union Academy 1995 — 1999
High School
Howard Nathan's Equity Services, Inc. Experience May 2009 - November 2009
Job SVP Mortgage Director of Finance at Cole Taylor Bank
Industry Accounting
Experience
MB Financial Bank (Previously Cole Taylor Bank) December 2009 - Present
Equity Services Inc. May 2009 - November 2009
Shore Financial Services May 2008 - April 2009
Lender Ltd. May 2006 - November 2007
Pelican Financial Inc. and Washtenaw Mortgage December 1999 - April 2006
Skills
Mortgage Lending, Credit, Mortgage Banking, Banking, Financial Analysis, Finance, Budgets, Strategic Planning, Loans, Refinance, Loan Origination, Risk Management, Management, Credit Analysis, Portfolio Management, Leadership, Investments, Financial Services, Due Diligence, Team Building, Mergers & Acquisitions
Education
Michigan State University 1987 — 1991
Bachelor's degree, Accounting
MB Financial Bank (Previously Cole Taylor Bank) December 2009 - Present
Equity Services Inc. May 2009 - November 2009
Shore Financial Services May 2008 - April 2009
Lender Ltd. May 2006 - November 2007
Pelican Financial Inc. and Washtenaw Mortgage December 1999 - April 2006
Skills
Mortgage Lending, Credit, Mortgage Banking, Banking, Financial Analysis, Finance, Budgets, Strategic Planning, Loans, Refinance, Loan Origination, Risk Management, Management, Credit Analysis, Portfolio Management, Leadership, Investments, Financial Services, Due Diligence, Team Building, Mergers & Acquisitions
Education
Michigan State University 1987 — 1991
Bachelor's degree, Accounting
William McGuire's Equity Services, Inc. Experience January 2007 - July 2008
Job Consultant at Impact Makers
Industry Information Technology and Services
Experience
Impact Makers September 2015 - Present
Stefanini US September 2014 - September 2015
Stefanini US April 2013 - August 2014
CXI November 2011 - March 2013
CXI October 2010 - October 2011
N4A 2008 - 2010
Equity Services, Inc. January 2007 - July 2008
North Carolina State University 2004 - 2006
Skills
Windows, Strategic Planning, Google Apps, VMware Infrastructure, Enterprise Architecture, Cloud Applications, Business Strategy, Application Managed..., Creative Problem Solving, Service Delivery..., Agile & Waterfall..., Program Management, Event Planning, Event Management, Project Delivery
Education
NC State University 2003 — 2009
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical/Space Engineering
Impact Makers September 2015 - Present
Stefanini US September 2014 - September 2015
Stefanini US April 2013 - August 2014
CXI November 2011 - March 2013
CXI October 2010 - October 2011
N4A 2008 - 2010
Equity Services, Inc. January 2007 - July 2008
North Carolina State University 2004 - 2006
Skills
Windows, Strategic Planning, Google Apps, VMware Infrastructure, Enterprise Architecture, Cloud Applications, Business Strategy, Application Managed..., Creative Problem Solving, Service Delivery..., Agile & Waterfall..., Program Management, Event Planning, Event Management, Project Delivery
Education
NC State University 2003 — 2009
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical/Space Engineering
Anne Raeburn's Equity Services, Inc. Experience January 2006 - January 2014
Job Transition
Industry Financial Services
Experience
Equity Services, Inc. January 2006 - January 2014
Fidelity Investments August 2000 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Trading, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance
Education
Southern New Hampshire University
Masters
Colby-Sawyer College 1996 — 2000
Bachelors in Business Mgmt
Brookfield High School 1991 — 1995
Equity Services, Inc. January 2006 - January 2014
Fidelity Investments August 2000 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Trading, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Finance
Education
Southern New Hampshire University
Masters
Colby-Sawyer College 1996 — 2000
Bachelors in Business Mgmt
Brookfield High School 1991 — 1995
Brent Kappler's Equity Services, Inc. Experience December 1997 - April 2004
Job Personal Banker at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo July 2014 - Present
AMP-IT Services, Inc August 2011 - July 2014
MetLife Home Loans April 2009 - June 2011
SunTrust Mortgage August 2006 - March 2009
Countrywide Home Loans February 2005 - July 2006
Equity Services, Inc. December 1997 - April 2004
FM Lending Services September 1995 - November 1998
Chemical Residential Lending January 1994 - September 1995
Skills
Referrals, Mortgage Banking, Loans, Credit, Insurance, Business Process, Business Development, New Business Development, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Analysis, Banking, Social Media, Military, Management, Program Management, Finance, Financial Services, Portfolio Management, Sales, Analysis, Solution Selling, People-oriented, Relationship Marketing, Analytics
Education
U.S. Military (Army) 1985 — 1992
Honorable Discharge
University of Minnesota-Twin Cities 1988 — 1990
College of Liberal Arts
Waldorf College 1983 — 1985
Assoc. of Arts, Liberal Arts Studies
Wells Fargo July 2014 - Present
AMP-IT Services, Inc August 2011 - July 2014
MetLife Home Loans April 2009 - June 2011
SunTrust Mortgage August 2006 - March 2009
Countrywide Home Loans February 2005 - July 2006
Equity Services, Inc. December 1997 - April 2004
FM Lending Services September 1995 - November 1998
Chemical Residential Lending January 1994 - September 1995
Skills
Referrals, Mortgage Banking, Loans, Credit, Insurance, Business Process, Business Development, New Business Development, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Analysis, Banking, Social Media, Military, Management, Program Management, Finance, Financial Services, Portfolio Management, Sales, Analysis, Solution Selling, People-oriented, Relationship Marketing, Analytics
Education
U.S. Military (Army) 1985 — 1992
Honorable Discharge
University of Minnesota-Twin Cities 1988 — 1990
College of Liberal Arts
Waldorf College 1983 — 1985
Assoc. of Arts, Liberal Arts Studies
Thomas J. Di Giacomo's Equity Services, Inc. Experience July 1993 - Present
Job Investment Advisor Representative & Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. July 1993 - Present
USA Hockey May 1990 - Present
Pruco Securities, Inc. January 1991 - July 1993
Skills
Retirement Planning, Insurance, Annuities, Long Term Care, Disability Insurance, Estate Planning, Business Succession..., Series 63, Strategic Financial..., Fixed Annuities, Equities, Securities, Health Insurance, Process Improvement, FINRA, Mutual Funds, Retirement, Long-term Care, Life Insurance, Financial Planning, 401k, Succession Planning, Investments, Mortgage Lending, Strategic Planning, Employee Benefits, Wealth Management
Education
Erie Community College 1980 — 1983
Associates of Applied Science, Electronic Engineering Technology
Maryvale High School
Equity Services, Inc. July 1993 - Present
USA Hockey May 1990 - Present
Pruco Securities, Inc. January 1991 - July 1993
Skills
Retirement Planning, Insurance, Annuities, Long Term Care, Disability Insurance, Estate Planning, Business Succession..., Series 63, Strategic Financial..., Fixed Annuities, Equities, Securities, Health Insurance, Process Improvement, FINRA, Mutual Funds, Retirement, Long-term Care, Life Insurance, Financial Planning, 401k, Succession Planning, Investments, Mortgage Lending, Strategic Planning, Employee Benefits, Wealth Management
Education
Erie Community College 1980 — 1983
Associates of Applied Science, Electronic Engineering Technology
Maryvale High School
Brian Kennedy ChFC®,CRPC ®, CMFC ® ,CLTC,LUTCF's Equity Services, Inc. Experience 2002 - 2010
Job President of KennedyCatalano Advisors Key Financial Group LLC and Kennedy Advisors KFG LLC WWW.KENNEDYADVISORS.COM
Industry Financial Services
Experience
Kennedy-Catalano Advisors Key Financial Group LLC July 2010 - Present
Lincoln Financial Advisors July 2010 - Present
Kennedy Advisors Key Financial Group LLC 2002 - Present
Equity Services, Inc. 2002 - 2010
Prudential Financial April 1993 - April 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long-term Care, Investments, Financial Services, Securities, Finance, Retirement, Strategic Financial..., Wealth Management, Disability Insurance, 401k, Term Life Insurance, IRAs, Mutual Funds, Wealth, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Employee Benefits, Roth IRA, Health Insurance, Asset Allocation, Asset Management, Variable Annuities, Wealth Management..., Portfolio Management, Pensions, Investment Strategies, Whole Life, Universal Life
Education
The College for Financial Planning 2010 — 2011
CRPC ®, Chartered Retirement Planning Counselor
The American College 1996 — 2011
ChFC ®, Chartered Financial Consultant-Financial Planning
The Corporation for Long Term Care,Inc. 2007 — 2007
CLTC, Long Term Care Insurance
College for Financial Planning 2002 — 2002
CMFC ®, Chartered Mutual Fund Counselor -Mutual Funds
The American College 1993 — 1995
LUTCF, Insurance, Estate Planning, Business Planning
HACC, Central Pennsylvania's Community College 1989 — 1991
Business
Cedar Cliff High School 1986 — 1989
Kennedy-Catalano Advisors Key Financial Group LLC July 2010 - Present
Lincoln Financial Advisors July 2010 - Present
Kennedy Advisors Key Financial Group LLC 2002 - Present
Equity Services, Inc. 2002 - 2010
Prudential Financial April 1993 - April 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long-term Care, Investments, Financial Services, Securities, Finance, Retirement, Strategic Financial..., Wealth Management, Disability Insurance, 401k, Term Life Insurance, IRAs, Mutual Funds, Wealth, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Employee Benefits, Roth IRA, Health Insurance, Asset Allocation, Asset Management, Variable Annuities, Wealth Management..., Portfolio Management, Pensions, Investment Strategies, Whole Life, Universal Life
Education
The College for Financial Planning 2010 — 2011
CRPC ®, Chartered Retirement Planning Counselor
The American College 1996 — 2011
ChFC ®, Chartered Financial Consultant-Financial Planning
The Corporation for Long Term Care,Inc. 2007 — 2007
CLTC, Long Term Care Insurance
College for Financial Planning 2002 — 2002
CMFC ®, Chartered Mutual Fund Counselor -Mutual Funds
The American College 1993 — 1995
LUTCF, Insurance, Estate Planning, Business Planning
HACC, Central Pennsylvania's Community College 1989 — 1991
Business
Cedar Cliff High School 1986 — 1989
David Jeffers's Equity Services, Inc. Experience 1985 - 1988
Job V President Cheyenne Industries LLC
Industry Wholesale
Experience
Cheyenne Industries, LLC October 1988 - Present
Equity Services, Inc. 1985 - 1988
Cheyenne Industries, Inc 1982 - 1985
Entergy 1981 - 1982
AP & L 1980 - 1981
Borengasser & Jeffers CPA 1978 - 1980
RH Borengasser CPA 1973 - 1977
Skills
Sales, Customer Service, Inventory Management, Microsoft CRM, New Business Development, Account Management, Budgets, Purchasing, Negotiation, Business Strategy, Contract Negotiation, Product Development, Team Building, Strategic Planning, Sales Management, Marketing Strategy
Education
University of Central Arkansas 1969 — 1973
BBA, Business
Cheyenne Industries, LLC October 1988 - Present
Equity Services, Inc. 1985 - 1988
Cheyenne Industries, Inc 1982 - 1985
Entergy 1981 - 1982
AP & L 1980 - 1981
Borengasser & Jeffers CPA 1978 - 1980
RH Borengasser CPA 1973 - 1977
Skills
Sales, Customer Service, Inventory Management, Microsoft CRM, New Business Development, Account Management, Budgets, Purchasing, Negotiation, Business Strategy, Contract Negotiation, Product Development, Team Building, Strategic Planning, Sales Management, Marketing Strategy
Education
University of Central Arkansas 1969 — 1973
BBA, Business
Amy Kurtyka's Equity Services, Inc. Experience October 2007 - Present
Job Closing Coordinator at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. October 2007 - Present
1st Priority Mortgage Corp. December 2001 - September 2007
Education
University of North Carolina at Wilmington
Bachelors, Accounting
Equity Services, Inc. October 2007 - Present
1st Priority Mortgage Corp. December 2001 - September 2007
Education
University of North Carolina at Wilmington
Bachelors, Accounting
Christine Cilley's Equity Services, Inc. Experience December 2004 - March 2007
Job Vice President, Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Greg Schultz's Equity Services, Inc. Experience January 2012 - Present
Job Owner/Inspector at Equity Services, Inc. Real Estate and Home Inspection Services
Industry Real Estate
Experience
Equity Services, Inc. January 2012 - Present
Equity Appraisal Services, Inc. May 2003 - January 2012
Precision Appraisals, Inc. January 2001 - May 2003
Skills
Start-ups, Budgets, Forecasting, Strategic Planning, Marketing, Sales, Direct Sales, Mergers & Acquisitions, Operations Management, Home Inspections, Older Homes, New Homes, Income Properties, Radon, Mold Inspections, Termite, Residential Homes, Real Property
Education
Normandale Community College
Law Enforcement/ Business Admin
Equity Services, Inc. January 2012 - Present
Equity Appraisal Services, Inc. May 2003 - January 2012
Precision Appraisals, Inc. January 2001 - May 2003
Skills
Start-ups, Budgets, Forecasting, Strategic Planning, Marketing, Sales, Direct Sales, Mergers & Acquisitions, Operations Management, Home Inspections, Older Homes, New Homes, Income Properties, Radon, Mold Inspections, Termite, Residential Homes, Real Property
Education
Normandale Community College
Law Enforcement/ Business Admin
Richard Robert's Equity Services, Inc. Experience March 1989 - April 1995
Job Self Employed Accountant
Industry Financial Services
Experience
Self Employed January 1996 - Present
Vergennes Area Rescue November 2013 - Present
Williston Fire Department April 2006 - Present
Aon November 2011 - December 2014
Sentinel Asset Management April 1995 - October 2011
Chittenden Financial Services, Inc March 1989 - January 2009
Equity Services, Inc. March 1989 - April 1995
Skills
Equities, Portfolio Management, Investments, Valuation, Derivatives, Fixed Income, Mutual Funds, Securities, Financial Services, Options, Trading, Risk Management, Accounting, Internal Controls, Strategy, Structured Products, Forecasting, Fund Accounting, Tax, Hedging
Education
The American College 1993 — 1999
Master of Science, Management
The American College 1993 — 1994
Masters Degree, Financial Services
Institute for Certification of Computer Professionals
Champlain College 1980 — 1984
Self Employed January 1996 - Present
Vergennes Area Rescue November 2013 - Present
Williston Fire Department April 2006 - Present
Aon November 2011 - December 2014
Sentinel Asset Management April 1995 - October 2011
Chittenden Financial Services, Inc March 1989 - January 2009
Equity Services, Inc. March 1989 - April 1995
Skills
Equities, Portfolio Management, Investments, Valuation, Derivatives, Fixed Income, Mutual Funds, Securities, Financial Services, Options, Trading, Risk Management, Accounting, Internal Controls, Strategy, Structured Products, Forecasting, Fund Accounting, Tax, Hedging
Education
The American College 1993 — 1999
Master of Science, Management
The American College 1993 — 1994
Masters Degree, Financial Services
Institute for Certification of Computer Professionals
Champlain College 1980 — 1984
Lisa Patterson's Equity Services, Inc. Experience February 2009 - November 2009
Job Independent Mortgage Consultant
Industry Financial Services
Experience
Lisa Graves Patterson June 2014 - Present
Cole Taylor Mortgage December 2009 - June 2014
Equity Services Inc. February 2009 - November 2009
ABN AMRO Mortgage Group/CitiMortgage January 2006 - October 2008
InterFirst Wholesale Mortgage Lending/ABN AMRO Mortgage Group July 1999 - January 2006
Skills
Mortgage Banking, Loans, Credit, Mortgage Lending, Banking, Residential Mortgages, Loan Origination, Refinance, Consumer Lending, Risk Management, Underwriting, Credit Analysis, FHA, Mortgage Underwriting, USDA, VA Loans
Education
Minnesota State University, Moorhead 1983 — 1986
BS, Business Education, Math
South Dakota School of Mines and Technology
Lisa Graves Patterson June 2014 - Present
Cole Taylor Mortgage December 2009 - June 2014
Equity Services Inc. February 2009 - November 2009
ABN AMRO Mortgage Group/CitiMortgage January 2006 - October 2008
InterFirst Wholesale Mortgage Lending/ABN AMRO Mortgage Group July 1999 - January 2006
Skills
Mortgage Banking, Loans, Credit, Mortgage Lending, Banking, Residential Mortgages, Loan Origination, Refinance, Consumer Lending, Risk Management, Underwriting, Credit Analysis, FHA, Mortgage Underwriting, USDA, VA Loans
Education
Minnesota State University, Moorhead 1983 — 1986
BS, Business Education, Math
South Dakota School of Mines and Technology
Joe Duncan's Equity Services, Inc. Experience January 2003 - May 2009
Job Corporate Financial Management
Industry Capital Markets
Experience
Eagle Transport Corporation August 2009 - Present
Equity Services, Inc. January 2003 - May 2009
The Pantry November 1995 - December 2002
GlaxoSmithKline April 1995 - November 1995
Burrougs Wellcome Co. March 1993 - April 1995
Bank of America January 1988 - June 1990
Skills
Mergers & Acquisitions, Finance, Mergers, Corporate Finance, Portfolio Management, Risk Management, Business Development, Strategic Planning, Credit Analysis, Leadership, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1992
Masters in Accounting, Audit
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance & General Management
University of North Carolina at Chapel Hill 1983 — 1987
BA, Economics, Industrial Relations
Eagle Transport Corporation August 2009 - Present
Equity Services, Inc. January 2003 - May 2009
The Pantry November 1995 - December 2002
GlaxoSmithKline April 1995 - November 1995
Burrougs Wellcome Co. March 1993 - April 1995
Bank of America January 1988 - June 1990
Skills
Mergers & Acquisitions, Finance, Mergers, Corporate Finance, Portfolio Management, Risk Management, Business Development, Strategic Planning, Credit Analysis, Leadership, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1992
Masters in Accounting, Audit
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance & General Management
University of North Carolina at Chapel Hill 1983 — 1987
BA, Economics, Industrial Relations
Tracy Olmstead's Equity Services, Inc. Experience October 2007 - April 2009
Job Account Executive South Carolina at Dover Mortgage Company
Industry Financial Services
Experience
Dover Mortgage Company June 2009 - Present
Equity Services, Inc. October 2007 - April 2009
First Magnus Financial June 2004 - August 2007
Education
College of Charleston 1976 — 1980
BS, Business Administration
Dover Mortgage Company June 2009 - Present
Equity Services, Inc. October 2007 - April 2009
First Magnus Financial June 2004 - August 2007
Education
College of Charleston 1976 — 1980
BS, Business Administration
Christopher Talbert's Equity Services, Inc. Experience March 2012 - August 2012
Job Managing Director of Business Development & Finance at Teucrium Trading, LLC
Industry Investment Management
Experience
Teucrium Trading, LLC August 2012 - Present
Equity Services, Inc. March 2012 - August 2012
Equity Services, Inc. April 2011 - March 2012
College Pro Painters March 2009 - November 2011
Green Mountain Glades Youth Hockey Organization August 2010 - April 2011
Rock Point Advisors January 2010 - June 2010
Talbert Auto Body December 2009 - June 2010
America's Growth Capital June 2008 - September 2008
Skills
Entrepreneurship, Leadership, Series 7, Series 24, Series 63, Commodity Markets, Financial Reporting, Financial Regulation, Financial Analysis, Suitability Analysis, Electronic Trading, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Investments, Social Media, Market Research, Marketing, Data Analysis, Business Development, Management, Coaching, Investment Banking, Economics, Bloomberg, Securities, Asset Management
Education
Colby College 2005 — 2009
Major: Economics-Mathematics, Minor: Administrative Science, Concentration in Financial Markets
The Holderness School 2002 — 2005
Teucrium Trading, LLC August 2012 - Present
Equity Services, Inc. March 2012 - August 2012
Equity Services, Inc. April 2011 - March 2012
College Pro Painters March 2009 - November 2011
Green Mountain Glades Youth Hockey Organization August 2010 - April 2011
Rock Point Advisors January 2010 - June 2010
Talbert Auto Body December 2009 - June 2010
America's Growth Capital June 2008 - September 2008
Skills
Entrepreneurship, Leadership, Series 7, Series 24, Series 63, Commodity Markets, Financial Reporting, Financial Regulation, Financial Analysis, Suitability Analysis, Electronic Trading, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PowerPoint, Investments, Social Media, Market Research, Marketing, Data Analysis, Business Development, Management, Coaching, Investment Banking, Economics, Bloomberg, Securities, Asset Management
Education
Colby College 2005 — 2009
Major: Economics-Mathematics, Minor: Administrative Science, Concentration in Financial Markets
The Holderness School 2002 — 2005
Thomas Cosinuke's Equity Services, Inc. Experience 1990 - 1994
Job Director and Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2009 - June 2015
UBS Financial Services, Inc. July 2008 - December 2009
UBS Financial Services, Inc. July 2004 - June 2008
Paine Webber September 1999 - June 2004
Sentinel Financial Services, Inc. July 1994 - September 1999
Equity Services, Inc. 1990 - 1994
Education
Gettysburg College 1973 — 1977
Bachelor’s Degree
UBS Financial Services, Inc. December 2009 - June 2015
UBS Financial Services, Inc. July 2008 - December 2009
UBS Financial Services, Inc. July 2004 - June 2008
Paine Webber September 1999 - June 2004
Sentinel Financial Services, Inc. July 1994 - September 1999
Equity Services, Inc. 1990 - 1994
Education
Gettysburg College 1973 — 1977
Bachelor’s Degree
Jeff Burgess's Equity Services, Inc. Experience June 1990 - December 2009
Job Sr Loan Officer at River Community Bnak
Industry Real Estate
Experience
River Community Bank. N.A. October 2014 - Present
Southern Trust Mortgage July 2013 - September 2014
Carolina Bank January 2013 - May 2013
PrimeLending January 2010 - November 2012
Equity Services, Inc. June 1990 - December 2009
Skills
Mortgage Banking, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Sales Management, USDA, VA loans, Loan Origination, FHA financing, Credit, Residential Mortgages, Loans, Credit Analysis, Construction Loans, VA Loans, FHA Financing
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
River Community Bank. N.A. October 2014 - Present
Southern Trust Mortgage July 2013 - September 2014
Carolina Bank January 2013 - May 2013
PrimeLending January 2010 - November 2012
Equity Services, Inc. June 1990 - December 2009
Skills
Mortgage Banking, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Sales Management, USDA, VA loans, Loan Origination, FHA financing, Credit, Residential Mortgages, Loans, Credit Analysis, Construction Loans, VA Loans, FHA Financing
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Economics
David Junker's Equity Services, Inc. Experience January 2015 - Present
Job Brokerage Operations Trading Team Lead
Industry Financial Services
Experience
Equity Services, Inc. January 2015 - Present
National Life Group April 2014 - January 2015
Equity Services, Inc. November 2013 - April 2014
Equity Services, Inc. May 2013 - November 2013
National Life Group June 2012 - May 2013
Skills
Microsoft Excel, Facebook, Leadership, Investments, Social Networking, Customer Service, Sales, Microsoft Word, Outlook, OnBase, Microsoft Office, QuickBooks, Series 7, series 24, series 53, Financial Analysis, Business Development, Analysis, Data Analysis, Financial Services, Telephone Skills, Time Management, Business Analysis, Series 52
Education
Champlain College 2011 — 2013
Bachelor of Science Business Administration, Business, 3.7
University of Vermont 2009 — 2011
Equity Services, Inc. January 2015 - Present
National Life Group April 2014 - January 2015
Equity Services, Inc. November 2013 - April 2014
Equity Services, Inc. May 2013 - November 2013
National Life Group June 2012 - May 2013
Skills
Microsoft Excel, Facebook, Leadership, Investments, Social Networking, Customer Service, Sales, Microsoft Word, Outlook, OnBase, Microsoft Office, QuickBooks, Series 7, series 24, series 53, Financial Analysis, Business Development, Analysis, Data Analysis, Financial Services, Telephone Skills, Time Management, Business Analysis, Series 52
Education
Champlain College 2011 — 2013
Bachelor of Science Business Administration, Business, 3.7
University of Vermont 2009 — 2011
Sten Jostrand's Equity Services, Inc. Experience 2014 - Present
Job Equity, High Yield Convertbond and Futures Trader
Industry Investment Management
Experience
Equity Services, Inc. 2014 - Present
Global Diversified Fund Management May 2011 - January 2013
CRT Capital Group August 1995 - February 2006
Skills
Equities, Trading, Bonds, Fixed Income, Options, Hedge Funds, Bloomberg, Proprietary Trading, Alternative Investments, Capital Markets, Series 7, Electronic Trading, Equity Trading, Trading Systems, Derivatives, Financial Markets, Securities, Equity Derivatives, Equity Research
Education
St. Lawrence University 1985 — 1989
BA, Economics
Equity Services, Inc. 2014 - Present
Global Diversified Fund Management May 2011 - January 2013
CRT Capital Group August 1995 - February 2006
Skills
Equities, Trading, Bonds, Fixed Income, Options, Hedge Funds, Bloomberg, Proprietary Trading, Alternative Investments, Capital Markets, Series 7, Electronic Trading, Equity Trading, Trading Systems, Derivatives, Financial Markets, Securities, Equity Derivatives, Equity Research
Education
St. Lawrence University 1985 — 1989
BA, Economics
Lance Reihl's Equity Services, Inc. Experience 2008 - Present
Job CEO at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. 2008 - Present
Education
Gettysburg College 1970 — 1974
Bachelor of Arts (B.A.), Economics
Equity Services, Inc. 2008 - Present
Education
Gettysburg College 1970 — 1974
Bachelor of Arts (B.A.), Economics
Brigitte Lackey, CLU®, ChFC®, CASL®, RHU®, FLMI's Equity Services, Inc. Experience September 2003 - June 2006
Job Independent Agent at Lackey Financial, LLC
Industry Financial Services
Experience
Lackey Financial, LLC April 2015 - Present
National Life Group March 2011 - Present
National Life Group June 2006 - March 2011
Equity Services Inc. September 2003 - June 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Bonds, Financial Planners, Finance, Retirement, Securities, Asset Management, Equities, 401k Rollovers, Employee Benefits, Wealth, Sales, Risk Management, Relationship Management, Underwriting, FINRA, Health Insurance, Term Life Insurance, Investment Strategies, Pensions, Variable Annuities, Brokers, 401k, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Critical Illness, Whole Life, Disability Insurance, Financial Advisory, Small Business, Financial Analysis, Long Term Care Insurance, Long-term Care, Universal Life, Financial Planning
Education
The American College
Lackey Financial, LLC April 2015 - Present
National Life Group March 2011 - Present
National Life Group June 2006 - March 2011
Equity Services Inc. September 2003 - June 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Bonds, Financial Planners, Finance, Retirement, Securities, Asset Management, Equities, 401k Rollovers, Employee Benefits, Wealth, Sales, Risk Management, Relationship Management, Underwriting, FINRA, Health Insurance, Term Life Insurance, Investment Strategies, Pensions, Variable Annuities, Brokers, 401k, Portfolio Management, Asset Allocation, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Critical Illness, Whole Life, Disability Insurance, Financial Advisory, Small Business, Financial Analysis, Long Term Care Insurance, Long-term Care, Universal Life, Financial Planning
Education
The American College
Andrea Dion's Equity Services, Inc. Experience May 2002 - October 2003
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General
R. Jeff Collette's Equity Services, Inc. Experience May 1996 - November 2008
Job Financial Advisor at Parkland Securities Company, LLC; Investment Advisor Representative at Sigma Planning Corporation
Industry Financial Services
Experience
Sigma Planning Corporation, a registered investment advisor, Member FINRA, SIPC April 2013 - Present
Parkland Securities, LLC November 2008 - Present
Midland National Life Insurance Company November 2008 - Present
UnitedHealth Group 2005 - Present
Regence BlueCross BlueShield of Utah 1998 - Present
Equity Services, Inc. May 1996 - November 2008
W. S. Griffith & Co., Inc. November 1993 - April 1996
NYLIFE SECURITIES INC. February 1990 - October 1993
Education
The American College
The American College
Sigma Planning Corporation, a registered investment advisor, Member FINRA, SIPC April 2013 - Present
Parkland Securities, LLC November 2008 - Present
Midland National Life Insurance Company November 2008 - Present
UnitedHealth Group 2005 - Present
Regence BlueCross BlueShield of Utah 1998 - Present
Equity Services, Inc. May 1996 - November 2008
W. S. Griffith & Co., Inc. November 1993 - April 1996
NYLIFE SECURITIES INC. February 1990 - October 1993
Education
The American College
The American College
Elizabeth Motta's Equity Services, Inc. Experience April 2003 - April 2006
Job Accounts Payable at Dairy Conveyor Corporation
Industry Mechanical or Industrial Engineering
Experience
Dairy Conveyor Corporation November 2010 - Present
Burton Construction June 2008 - September 2010
Equity Services, Inc. April 2003 - April 2006
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Reporting, PowerPoint, Financial Analysis, Forecasting, Project Management
Education
SUNY Plattsburgh 1998 — 2002
Bachelor of Science (BS), Finance, General
Dairy Conveyor Corporation November 2010 - Present
Burton Construction June 2008 - September 2010
Equity Services, Inc. April 2003 - April 2006
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Reporting, PowerPoint, Financial Analysis, Forecasting, Project Management
Education
SUNY Plattsburgh 1998 — 2002
Bachelor of Science (BS), Finance, General
James Soboleski's Equity Services, Inc. Experience October 2001 - Present
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. October 2001 - Present
New England Financial February 1999 - October 2001
Education
American International College 1989 — 1993
Bachelor of Science (B.S.), Education
Equity Services, Inc. October 2001 - Present
New England Financial February 1999 - October 2001
Education
American International College 1989 — 1993
Bachelor of Science (B.S.), Education
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY