Essex National Securities
Industry: Company
DescriptionFounded: 1989 Parent organization: Infinex Financial Group
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Essex National Securities Employees
Employee
Years
Job
Industry
Jim Partaker Jim Partaker's Essex National Securities Experience August 2010 - October 2012
Job CFO at ProCam Rentals Inc.
Industry Entertainment
Experience
Pro-Cam Rentals Inc. November 2012 - Present
Essex National Securities August 2010 - October 2012
Skills
Investments, Financial Planning, Wealth Management, Management, Social Media, Customer Service, Insurance, Financial Analysis, Process Improvement, Risk Management
Education
University of California, Santa Barbara 1996 — 2001
BioPsychology, Biopsychology
lincoln elementary
Pro-Cam Rentals Inc. November 2012 - Present
Essex National Securities August 2010 - October 2012
Skills
Investments, Financial Planning, Wealth Management, Management, Social Media, Customer Service, Insurance, Financial Analysis, Process Improvement, Risk Management
Education
University of California, Santa Barbara 1996 — 2001
BioPsychology, Biopsychology
lincoln elementary
Jill Raymond Jill Raymond's Essex National Securities Experience February 2013 - Present
Job Compliance Officer at Essex National Securities
Industry Financial Services
Experience
Essex National Securities February 2013 - Present
Napa Little League October 2009 - October 2012
U.S. Select Securities LLC February 2005 - October 2011
Essex National Securities June 1998 - February 2005
California Federal Bank November 1992 - June 1998
Skills
FINRA Series 7, FINRA Series 24, Securities, Investments, Mutual Funds, Banking, Equities, FINRA, Risk Management, Retirement, Options, Accounting, Financial Analysis, AML, Broker-Dealer, Compliance Training, Securities Regulation, Customer Service, Sales Analysis, Series 7, Investment Advisory, Series 24
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Business Administration, Human Resources
Napa High School
Essex National Securities February 2013 - Present
Napa Little League October 2009 - October 2012
U.S. Select Securities LLC February 2005 - October 2011
Essex National Securities June 1998 - February 2005
California Federal Bank November 1992 - June 1998
Skills
FINRA Series 7, FINRA Series 24, Securities, Investments, Mutual Funds, Banking, Equities, FINRA, Risk Management, Retirement, Options, Accounting, Financial Analysis, AML, Broker-Dealer, Compliance Training, Securities Regulation, Customer Service, Sales Analysis, Series 7, Investment Advisory, Series 24
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Business Administration, Human Resources
Napa High School
Timothy Harding Timothy Harding's Essex National Securities Experience 2000 - 2006
Job Senior Vice President at Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services September 2013 - Present
Sovereign Bank 2006 - September 2013
Essex National Securities 2000 - 2006
Citicorp Investment Services March 1999 - March 2000
Education
Dowling College 2004 — 2006
mba, management
Siena College 1992 — 1996
bachelors, accounting
Santander Investment Services September 2013 - Present
Sovereign Bank 2006 - September 2013
Essex National Securities 2000 - 2006
Citicorp Investment Services March 1999 - March 2000
Education
Dowling College 2004 — 2006
mba, management
Siena College 1992 — 1996
bachelors, accounting
Michelle Alba Michelle Alba's Essex National Securities Experience February 2005 - Present
Job Senior Financial Consultant at Banc of California, Inc.
Industry Financial Services
Experience
Banc of California, Inc. November 2014 - Present
Essex National Securities February 2005 - Present
Popular Community Bank February 2005 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, Strategic Financial..., Banking, Series 63, Retirement, Securities, Portfolio Management, Financial Services, 401k
Education
Cypress College 1990 — 1992
Banc of California, Inc. November 2014 - Present
Essex National Securities February 2005 - Present
Popular Community Bank February 2005 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, Strategic Financial..., Banking, Series 63, Retirement, Securities, Portfolio Management, Financial Services, 401k
Education
Cypress College 1990 — 1992
Robert Vaughn Robert Vaughn's Essex National Securities Experience May 1995 - January 1997
Job Sr. Director, Operations at Hanson McClain Advisors
Industry Financial Services
Experience
Hanson McClain Advisors August 2014 - Present
Rabobank March 2014 - August 2014
E*TRADE Financial September 2006 - December 2013
E*TRADE Financial March 2005 - September 2006
E*TRADE Clearing LLC February 2003 - March 2005
E*TRADE Clearing LLC July 1999 - February 2003
E*TRADE Clearing LLC June 1998 - July 1999
E*TRADE Clearing LLC January 1997 - June 1998
Essex National Securities May 1995 - January 1997
Essex Corporation January 1993 - May 1995
Skills
Management, Leadership, Account Reconciliation, Financial Risk, Mutual Funds, Cash Management, Back Office, Trading, Sarbanes-Oxley Act, Outsourcing, Accounting, Payments, Series 7, Series 63, Securities, Financial Services, Customer Service, Settlement, Vendor Management, Relationship Management, Risk Management, Finance, Business Analysis, Operations Management, Process Improvement
Education
The American College 1991 — 1993
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Investment and Insurance
California State University-Sacramento 1987 — 1991
BS, Business Administration, Graduated with Cum Laude honors
Hanson McClain Advisors August 2014 - Present
Rabobank March 2014 - August 2014
E*TRADE Financial September 2006 - December 2013
E*TRADE Financial March 2005 - September 2006
E*TRADE Clearing LLC February 2003 - March 2005
E*TRADE Clearing LLC July 1999 - February 2003
E*TRADE Clearing LLC June 1998 - July 1999
E*TRADE Clearing LLC January 1997 - June 1998
Essex National Securities May 1995 - January 1997
Essex Corporation January 1993 - May 1995
Skills
Management, Leadership, Account Reconciliation, Financial Risk, Mutual Funds, Cash Management, Back Office, Trading, Sarbanes-Oxley Act, Outsourcing, Accounting, Payments, Series 7, Series 63, Securities, Financial Services, Customer Service, Settlement, Vendor Management, Relationship Management, Risk Management, Finance, Business Analysis, Operations Management, Process Improvement
Education
The American College 1991 — 1993
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Investment and Insurance
California State University-Sacramento 1987 — 1991
BS, Business Administration, Graduated with Cum Laude honors
Sage Bahre Sage Bahre's Essex National Securities Experience November 2004 - February 2012
Job Financial Advisor
Industry Financial Services
Experience
Bahre Financial & Insurance Solutions February 2012 - Present
Essex National Securities November 2004 - February 2012
CalNational Investments November 2004 - April 2010
Education
University of Central Florida - College of Business Administration 1989 — 1992
Bachelor of Science in Business Administration, Accounting
Bahre Financial & Insurance Solutions February 2012 - Present
Essex National Securities November 2004 - February 2012
CalNational Investments November 2004 - April 2010
Education
University of Central Florida - College of Business Administration 1989 — 1992
Bachelor of Science in Business Administration, Accounting
Patricia Paisal Patricia Paisal's Essex National Securities Experience October 2007 - Present
Job Certified Paralegal
Industry Cosmetics
Experience
Mary Kay, Inc. Certified ParalegalWashington InstituteAugust 2009 - Present
Essex National Securities October 2007 - Present
EDS, McKesson, Charles Schwab, CallTower 1985 - 2008
Education
California State University-East Bay
Mary Kay, Inc. Certified ParalegalWashington InstituteAugust 2009 - Present
Essex National Securities October 2007 - Present
EDS, McKesson, Charles Schwab, CallTower 1985 - 2008
Education
California State University-East Bay
Sal Aldana's Essex National Securities Experience April 2008 - Present
Job Mobile Application Developer
Industry Financial Services
Experience
Essex National Securities April 2008 - Present
Skills
iOS development, Objective-C, SQL, HTML, CSS, Android Development, Java, Windows, Mac OS X, Ubuntu, Visual Basic, Web Services, Web Applications, Troubleshooting, Mobile Applications, iOS Development, iOS, Android
Education
Colorado Technical University 2013 — 2014
Master of Business Administration (MBA)
Colorado Technical University 2011 — 2012
Master of Science (M.S.), Computer Software Engineering
Colorado Technical University 2009 — 2010
Master of Science (M.S.), Information Technology Management
Essex National Securities April 2008 - Present
Skills
iOS development, Objective-C, SQL, HTML, CSS, Android Development, Java, Windows, Mac OS X, Ubuntu, Visual Basic, Web Services, Web Applications, Troubleshooting, Mobile Applications, iOS Development, iOS, Android
Education
Colorado Technical University 2013 — 2014
Master of Business Administration (MBA)
Colorado Technical University 2011 — 2012
Master of Science (M.S.), Computer Software Engineering
Colorado Technical University 2009 — 2010
Master of Science (M.S.), Information Technology Management
Donny Everhart Donny Everhart's Essex National Securities Experience February 1997 - September 2008
Job owner of Dixon Financial & Insurance Services
Industry Financial Services
Experience
Dixon Financial & Insurance Services February 2009 - Present
Essex National Securities February 1997 - September 2008
Baraban Securities August 1991 - February 1997
Skills
General Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Retirement, Mutual Funds, Commercial Insurance, Investments, Customer Service, Stock Trading, Surety Bonds, IRAs, Roth IRA, Variable Annuities, Tax Preparation, Investment Advisory
Education
College of Financial Planning 1997 — 1999
Certified Financial Planner, Financial Planning and Services
Colorado State University 1988 — 1990
Bachelor's degree, Economics
Dixon Financial & Insurance Services February 2009 - Present
Essex National Securities February 1997 - September 2008
Baraban Securities August 1991 - February 1997
Skills
General Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Retirement, Mutual Funds, Commercial Insurance, Investments, Customer Service, Stock Trading, Surety Bonds, IRAs, Roth IRA, Variable Annuities, Tax Preparation, Investment Advisory
Education
College of Financial Planning 1997 — 1999
Certified Financial Planner, Financial Planning and Services
Colorado State University 1988 — 1990
Bachelor's degree, Economics
Cindy Hawks Cindy Hawks's Essex National Securities Experience 2003 - 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Andrew Pandis's Essex National Securities Experience June 2006 - Present
Job Business Development at Flushing Savings Bank
Industry Banking
Experience
Essex National Securities June 2006 - Present
AQ January 2006 - Present
Education
City University of New York 1989 — 1996
B.A, Business Administration
Essex National Securities June 2006 - Present
AQ January 2006 - Present
Education
City University of New York 1989 — 1996
B.A, Business Administration
Bob McClenahan's Essex National Securities Experience 2005 - 2007
Job Napa's Photographer
Industry Photography
Experience
Bob McClenahan Photography June 2010 - Present
ArtistWorks Inc. May 2010 - November 2012
Financial Network Investment Corporation, Member SIPC 2007 - 2009
Essex National Securities 2005 - 2007
Etrade Financial 2000 - 2005
Skills
Photoshop, Commercial Photography, Wedding Photography, Photography, Portrait Photography, Fine Art, Stocks, Series 24, FINRA, Series 63, Wine Tasting, Weddings, Photos, Portraits, Graphic Design
Education
California State University-Sacramento 1989 — 1992
BS, Business
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Bob McClenahan Photography June 2010 - Present
ArtistWorks Inc. May 2010 - November 2012
Financial Network Investment Corporation, Member SIPC 2007 - 2009
Essex National Securities 2005 - 2007
Etrade Financial 2000 - 2005
Skills
Photoshop, Commercial Photography, Wedding Photography, Photography, Portrait Photography, Fine Art, Stocks, Series 24, FINRA, Series 63, Wine Tasting, Weddings, Photos, Portraits, Graphic Design
Education
California State University-Sacramento 1989 — 1992
BS, Business
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Keith Brady's Essex National Securities Experience 1993 - 1995
Job VP Investment Rep
Industry Financial Services
Experience
State Bank of Long Island May 2008 - Present
Sanford Brown University January 2006 - Present
South Shore Financial Services, LLC January 1990 - Present
BNY Investment Center 1999 - 2006
Essex National Securities 1993 - 1995
Essex Corporation 1993 - 1995
Education
LIU Post 1995 — 1999
MBA, Finance
LIU Post 1976 — 1979
BS, Accounting
State Bank of Long Island May 2008 - Present
Sanford Brown University January 2006 - Present
South Shore Financial Services, LLC January 1990 - Present
BNY Investment Center 1999 - 2006
Essex National Securities 1993 - 1995
Essex Corporation 1993 - 1995
Education
LIU Post 1995 — 1999
MBA, Finance
LIU Post 1976 — 1979
BS, Accounting
Darrin Werbitsky ChFC's Essex National Securities Experience May 2001 - Present
Job Regional Sales Manager at ENSI
Industry Financial Services
Experience
Essex National Securities May 2001 - Present
Dreyfus April 2000 - May 2001
Chase Investment Services October 1997 - March 2000
Citicorp Investment Services July 1994 - October 1997
Prudential Insurance March 1992 - July 1994
Prudential Financial Services Inc August 1991 - March 1992
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mergers & Acquisitions, Finance, Securities, Banking, Insurance, Series 63
Education
University of Vermont 1983 — 1987
MS, Biology
St. Lawrence University 1979 — 1983
B.S, Biology and Environmental Studies
Essex National Securities May 2001 - Present
Dreyfus April 2000 - May 2001
Chase Investment Services October 1997 - March 2000
Citicorp Investment Services July 1994 - October 1997
Prudential Insurance March 1992 - July 1994
Prudential Financial Services Inc August 1991 - March 1992
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mergers & Acquisitions, Finance, Securities, Banking, Insurance, Series 63
Education
University of Vermont 1983 — 1987
MS, Biology
St. Lawrence University 1979 — 1983
B.S, Biology and Environmental Studies
Brittany Walters's Essex National Securities Experience May 2010 - January 2013
Job Director of Marketing & Communication at Essex National Securities, LLC
Industry Public Relations and Communications
Experience
Essex National Securities, LLC May 2014 - Present
Essex National Securities, LLC January 2013 - May 2014
Essex National Securities May 2010 - January 2013
CP Communications October 2008 - May 2010
My Flair Lady Wedding Design & Coordination October 2008 - May 2010
Sonoma County Exposition February 2006 - October 2008
Skills
Social Media, Newsletters, Public Speaking, Public Relations, Policy Analysis, Microsoft Office, Grant Writing, Social Networking, Event Management, Event Planning, Editing, Corporate Communications, Marketing, Internal Communications, Facebook
Education
California State University-Sacramento 2006 — 2009
Master of Arts, Communication Studies- Organizational Communication & Instructional Communication
Sonoma State University 2002 — 2006
Bachelor of Arts, Communication Studies- Public Relations & Journalism, Summa Cum Laude & Distinction Within Major
Wilson
Essex National Securities, LLC May 2014 - Present
Essex National Securities, LLC January 2013 - May 2014
Essex National Securities May 2010 - January 2013
CP Communications October 2008 - May 2010
My Flair Lady Wedding Design & Coordination October 2008 - May 2010
Sonoma County Exposition February 2006 - October 2008
Skills
Social Media, Newsletters, Public Speaking, Public Relations, Policy Analysis, Microsoft Office, Grant Writing, Social Networking, Event Management, Event Planning, Editing, Corporate Communications, Marketing, Internal Communications, Facebook
Education
California State University-Sacramento 2006 — 2009
Master of Arts, Communication Studies- Organizational Communication & Instructional Communication
Sonoma State University 2002 — 2006
Bachelor of Arts, Communication Studies- Public Relations & Journalism, Summa Cum Laude & Distinction Within Major
Wilson
Matt Clingerman's Essex National Securities Experience 1996 - 2006
Job Licensing Manager at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2013 - Present
HSBC Securities 2006 - 2013
Essex National Securities 1996 - 2006
Skills
Series 7, Equities, Mutual Funds, Fixed Income, Securities, CLU, Series 24, Retail Banking, Brokerage, Wealth Management, Training, Retirement Planning, Series 63, Fixed Annuities, Financial Services, Portfolio Management, FINRA, Investment Advisory, Investments, Series 6, Relationship Management, Strategic Financial..., Life Insurance, Retirement, Series 65, Asset Allocation, Variable Annuities, Financial Planning
Education
University of Rochester 1984 — 1987
Bachelor's degree, Economics
Lyons Central School 1968 — 1980
High School Diploma, Salutatorian
HSBC Securities 2013 - Present
HSBC Securities 2006 - 2013
Essex National Securities 1996 - 2006
Skills
Series 7, Equities, Mutual Funds, Fixed Income, Securities, CLU, Series 24, Retail Banking, Brokerage, Wealth Management, Training, Retirement Planning, Series 63, Fixed Annuities, Financial Services, Portfolio Management, FINRA, Investment Advisory, Investments, Series 6, Relationship Management, Strategic Financial..., Life Insurance, Retirement, Series 65, Asset Allocation, Variable Annuities, Financial Planning
Education
University of Rochester 1984 — 1987
Bachelor's degree, Economics
Lyons Central School 1968 — 1980
High School Diploma, Salutatorian
Idwanna Marie Turnage-Bryant's Essex National Securities Experience May 2010 - Present
Job Operations at Essex National Securities
Industry Financial Services
Experience
Essex National Securities May 2010 - Present
Merrill Lynch June 2000 - May 2009
Market Place Foods November 1998 - June 2000
Education
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Essex National Securities May 2010 - Present
Merrill Lynch June 2000 - May 2009
Market Place Foods November 1998 - June 2000
Education
University of Phoenix 2010 — 2012
Associate's degree, Business Administration and Management, General
Nicole Valin's Essex National Securities Experience March 2011 - Present
Job Financial Consultant at Essex National Securities
Industry Financial Services
Experience
Essex National Securities March 2011 - Present
Flagstar Bank January 2007 - April 2011
Flagstar Bank June 2009 - March 2010
Education
Michigan State University 2007 — 2009
BA, Finance
Essex National Securities March 2011 - Present
Flagstar Bank January 2007 - April 2011
Flagstar Bank June 2009 - March 2010
Education
Michigan State University 2007 — 2009
BA, Finance
Michael Colen's Essex National Securities Experience January 2004 - September 2004
Job Finance & Business Manager at Apple Ford
Industry Automotive
Experience
Apple Ford May 2014 - Present
Apple Nissan April 2011 - May 2014
Bethpage Financial Services September 2004 - October 2010
UVEST Financial Services 2004 - 2010
Essex National Securities January 2004 - September 2004
Quick & Reilly November 2002 - January 2004
Independent Financial Marketing Group @ Astoria Federal Savings November 1997 - November 2002
Education
State University of New York College at Oneonta 1981 — 1985
Bachelors, Economics
Apple Ford May 2014 - Present
Apple Nissan April 2011 - May 2014
Bethpage Financial Services September 2004 - October 2010
UVEST Financial Services 2004 - 2010
Essex National Securities January 2004 - September 2004
Quick & Reilly November 2002 - January 2004
Independent Financial Marketing Group @ Astoria Federal Savings November 1997 - November 2002
Education
State University of New York College at Oneonta 1981 — 1985
Bachelors, Economics
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