Essex National Securities, LLC
Industry: Company
DescriptionFounded: 1989 Parent organization: Infinex Financial Group
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Essex National Securities, LLC Employees
Employee
Years
Job
Industry
Anastasia Liznenkova Anastasia Liznenkova's Essex National Securities, LLC Experience January 2014 - Present
Job Staff Accountant
Industry Accounting
Experience
Essex National Securities, LLC January 2014 - Present
Accounting Principals July 2013 - December 2013
Google October 2012 - March 2013
In Home Support Services Consortium January 2007 - April 2012
San Jose Medical Group July 2009 - January 2011
Fantasy Dance Studio 2008 - 2010
Europa Express 2006 - 2009
Education
Everest University-Tampa 2010 — 2013
Bachelor of Science (BS), Accounting
Essex National Securities, LLC January 2014 - Present
Accounting Principals July 2013 - December 2013
Google October 2012 - March 2013
In Home Support Services Consortium January 2007 - April 2012
San Jose Medical Group July 2009 - January 2011
Fantasy Dance Studio 2008 - 2010
Europa Express 2006 - 2009
Education
Everest University-Tampa 2010 — 2013
Bachelor of Science (BS), Accounting
Chad Huson Chad Huson's Essex National Securities, LLC Experience 2007 - 2012
Job Business Development Expert, Marketing & Sales Professional
Industry Financial Services
Experience
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
Alpha Solutions 2012 - 2014
Essex National Securities, LLC 2007 - 2012
CUNA Mutual Group 2001 - 2006
Morgan Stanley 1994 - 2001
Financial Services of America 1991 - 1993
Skills
Sales Management, Investments, New Business Development, Account Management, Sales Process, Marketing, Strategic Planning, Management, Sales, Business Development, Leadership, Negotiation, Customer Service, Marketing Strategy, Strategy, Business Strategy, Finance, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Wealth Management, Financial Services, Retirement, Life Insurance
Education
Central Michigan University 1986 — 1991
B.S., Economics / Marketing
Grand Ledge
JAY TYLER JAY TYLER's Essex National Securities, LLC Experience May 2002 - January 2008
Job PRINCIPAL OF ERJARY LLC
Industry Financial Services
Experience
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
Christy (Aylesworth) Schauffel Christy (Aylesworth) Schauffel's Essex National Securities, LLC Experience 1993 - 1998
Job Senior Security Advisor at Aetna
Industry Information Technology and Services
Experience
Aetna June 2015 - Present
DST Output August 2011 - June 2015
DST Output July 2003 - August 2011
E*TRADE Financial 1998 - 2003
Essex National Securities, LLC 1993 - 1998
Toys R Us 1981 - 1991
Skills
SDLC, PCI DSS, PMP, Security, Vendor Management, IT Management, Information Security, Project Management, Software Project..., Agile Methodologies, Disaster Recovery, Vulnerability Assessment, CISSP, Information Security..., Enterprise Risk..., Training Delivery, Policy Writing, Technical Documentation, Business Continuity, Information Technology, Software Documentation, Program Management, Visio, Vulnerability Management, Risk Assessment, Enterprise Architecture
Education
California State University-Sacramento 1979 — 1983
BS, Human Resource Management
Aetna June 2015 - Present
DST Output August 2011 - June 2015
DST Output July 2003 - August 2011
E*TRADE Financial 1998 - 2003
Essex National Securities, LLC 1993 - 1998
Toys R Us 1981 - 1991
Skills
SDLC, PCI DSS, PMP, Security, Vendor Management, IT Management, Information Security, Project Management, Software Project..., Agile Methodologies, Disaster Recovery, Vulnerability Assessment, CISSP, Information Security..., Enterprise Risk..., Training Delivery, Policy Writing, Technical Documentation, Business Continuity, Information Technology, Software Documentation, Program Management, Visio, Vulnerability Management, Risk Assessment, Enterprise Architecture
Education
California State University-Sacramento 1979 — 1983
BS, Human Resource Management
Erin Hooten's Essex National Securities, LLC Experience October 2014 - Present
Job Compliance Officer at Essex National Securities, LLC
Industry Financial Services
Experience
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
John D. Metallic, CFP®'s Essex National Securities, LLC Experience 2002 - 2006
Job Financial Services Professional / Certified Financial Planner®
Industry Financial Services
Experience
Charles Schwab & Co., Inc. October 2006 - Present
Essex National Securities, LLC 2002 - 2006
Charles Schwab & Co., Inc. 2000 - 2001
Charles Schwab & Co., Inc. 1999 - 2000
Charles Schwab & Co., Inc. 1997 - 1999
Charles Schwab & Co., Inc. 1996 - 1997
Charles Schwab & Co., Inc. 1994 - 1995
Charles Schwab & Co., Inc. 1993 - 1994
Renaissance, Inc. 1988 - 1993
K.J. Brown & Co., Inc. 1986 - 1988
Education
Purdue University - Krannert School of Management 1980 — 1984
Purdue University - Krannert School of Management 1980 — 1984
BSIM, Industrial Management
Charles Schwab & Co., Inc. October 2006 - Present
Essex National Securities, LLC 2002 - 2006
Charles Schwab & Co., Inc. 2000 - 2001
Charles Schwab & Co., Inc. 1999 - 2000
Charles Schwab & Co., Inc. 1997 - 1999
Charles Schwab & Co., Inc. 1996 - 1997
Charles Schwab & Co., Inc. 1994 - 1995
Charles Schwab & Co., Inc. 1993 - 1994
Renaissance, Inc. 1988 - 1993
K.J. Brown & Co., Inc. 1986 - 1988
Education
Purdue University - Krannert School of Management 1980 — 1984
Purdue University - Krannert School of Management 1980 — 1984
BSIM, Industrial Management
Karen Alton, PHR, SHRM-CP's Essex National Securities, LLC Experience 2006 - Present
Job Human Resources Manager at Essex National Securities, LLC
Industry Financial Services
Experience
Essex National Securities, LLC 2006 - Present
Essex Corporation/Essex National Securities, Inc. 2004 - 2006
Essex Corporation/Essex National Securities, Inc. 2001 - 2004
Skills
Human Resources, Insurance, Payroll, 401k, Recruiting, Finance, Banking, Relationship Management, ADP Payroll, Retirement Planning, Project Management, Event Planning, Management, Travel Planning, Jill of all trades, Notary Public, Microsoft Word, Microsoft Excel, Visio, Outlook
Education
University of Phoenix 2001 — 2004
BS, Business-e.business
Santa Rosa Junior College
Graphic Design
Essex National Securities, LLC 2006 - Present
Essex Corporation/Essex National Securities, Inc. 2004 - 2006
Essex Corporation/Essex National Securities, Inc. 2001 - 2004
Skills
Human Resources, Insurance, Payroll, 401k, Recruiting, Finance, Banking, Relationship Management, ADP Payroll, Retirement Planning, Project Management, Event Planning, Management, Travel Planning, Jill of all trades, Notary Public, Microsoft Word, Microsoft Excel, Visio, Outlook
Education
University of Phoenix 2001 — 2004
BS, Business-e.business
Santa Rosa Junior College
Graphic Design
Scott Schauffel's Essex National Securities, LLC Experience 2006 - 2009
Job Retirement Plan Consultant/Advisor
Industry Financial Services
Experience
Verisight, Inc January 2010 - Present
Essex National Securities, LLC 2006 - 2009
John Hancock Financial Services 2003 - 2006
Essex National Securities, LLC 1995 - 2002
Prudential Financial 1987 - 1992
Skills
Securities, Banking, Retirement, Insurance, Investments, Retirement Planning, 403 b, Strategic Planning, Customer Service, Sales, Mutual Funds, 401k, Pensions
Education
Penn State University 1983 — 1987
BS, Finance
Verisight, Inc January 2010 - Present
Essex National Securities, LLC 2006 - 2009
John Hancock Financial Services 2003 - 2006
Essex National Securities, LLC 1995 - 2002
Prudential Financial 1987 - 1992
Skills
Securities, Banking, Retirement, Insurance, Investments, Retirement Planning, 403 b, Strategic Planning, Customer Service, Sales, Mutual Funds, 401k, Pensions
Education
Penn State University 1983 — 1987
BS, Finance
Brittany Walters's Essex National Securities, LLC Experience May 2014 - Present
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
Garth Howard's Essex National Securities, LLC Experience March 2007 - Present
Job Chief Information Officer at Essex National Securities
Industry Financial Services
Experience
Essex National Securities, LLC March 2007 - Present
Addison Avenue Federal Credit Union January 1998 - March 2007
Webzang, LLC 2004 - 2007
Skills
User Interface Design, Customer Relations, Compliance, Investments, Problem Solving, Software Project..., Web Development, Web Applications, Network Security, System Architecture, System Design, Customer Service, Risk Management, Program Management, Management, E-commerce, Cross-functional Team..., Security, CRM, Training, Business Analysis, Strategic Planning
Education
Colorado State University 1998 — 2001
Bachelor of Science, Business Administration; Information Systems and Marketing
Essex National Securities, LLC March 2007 - Present
Addison Avenue Federal Credit Union January 1998 - March 2007
Webzang, LLC 2004 - 2007
Skills
User Interface Design, Customer Relations, Compliance, Investments, Problem Solving, Software Project..., Web Development, Web Applications, Network Security, System Architecture, System Design, Customer Service, Risk Management, Program Management, Management, E-commerce, Cross-functional Team..., Security, CRM, Training, Business Analysis, Strategic Planning
Education
Colorado State University 1998 — 2001
Bachelor of Science, Business Administration; Information Systems and Marketing
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