eVantage Financial
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eVantage Financial Employees
Employee
Years
Job
Industry
Tim Hallums Tim Hallums's eVantage Financial Experience Internet MarketingSelf-employedMay 1999 - April 2014
Job Internet Marketing
Industry Information Technology and Services
Experience
eVantage Financial Internet MarketingSelf-employedMay 1999 - April 2014
Employee Benefits Industry February 2003 - January 2006
Skills
Project Management, Product Management, Management, Business Development, Product Marketing, Account Management, Business Strategy, Strategic Planning, CRM, SEO, Strategy, Business Analysis, B2B, Email Marketing, Online Marketing, Marketing Strategy
Education
Merced College 1969 — 1970
American History (United States)
Southern Illinois University, Carbondale
eVantage Financial Internet MarketingSelf-employedMay 1999 - April 2014
Employee Benefits Industry February 2003 - January 2006
Skills
Project Management, Product Management, Management, Business Development, Product Marketing, Account Management, Business Strategy, Strategic Planning, CRM, SEO, Strategy, Business Analysis, B2B, Email Marketing, Online Marketing, Marketing Strategy
Education
Merced College 1969 — 1970
American History (United States)
Southern Illinois University, Carbondale
Greg Harlow Greg Harlow's eVantage Financial Experience May 2014 - Present
Job Videographer, Media Coordinator at Evans Hotels
Industry Media Production
Experience
Evans Hotels April 2015 - Present
Aaron Chang Ocean Art Galleries September 2014 - Present
Studio West of San Diego January 2013 - Present
eVantage Financial May 2014 - Present
The Cowlick Appeal February 2015 - Present
The Rock Church February 2015 - Present
Surfing Magazine October 2014 - November 2014
KPBS October 2014 - October 2014
Puma SE August 2014 - August 2014
Shure Incorporated February 2014 - February 2014
Skills
Social Media, Editing, Photoshop, Video Production, Video Editing, Photography, Video, Final Cut Pro, Film, Customer Service
Education
The Recording Arts Center 2011 — 2013
Bachelor's Degree, Media Production, Audio Production
Institute of Production and Recording 2009 — 2010
Associate's Degree, Audio Engineer
University of Utah 2005 — 2009
Evans Hotels April 2015 - Present
Aaron Chang Ocean Art Galleries September 2014 - Present
Studio West of San Diego January 2013 - Present
eVantage Financial May 2014 - Present
The Cowlick Appeal February 2015 - Present
The Rock Church February 2015 - Present
Surfing Magazine October 2014 - November 2014
KPBS October 2014 - October 2014
Puma SE August 2014 - August 2014
Shure Incorporated February 2014 - February 2014
Skills
Social Media, Editing, Photoshop, Video Production, Video Editing, Photography, Video, Final Cut Pro, Film, Customer Service
Education
The Recording Arts Center 2011 — 2013
Bachelor's Degree, Media Production, Audio Production
Institute of Production and Recording 2009 — 2010
Associate's Degree, Audio Engineer
University of Utah 2005 — 2009
Diane Correll, CLTC Diane Correll, CLTC's eVantage Financial Experience May 2014 - Present
Job Your local expert in long term care insurance strategies
Industry Financial Services
Experience
OC Care Insurance 1986 - Present
eVantage Financial May 2014 - Present
Skills
Business Development, Strategic Planning, Project Management, Insurance, New Business Development, Contract Negotiation, Sales Management, Account Management, Sales, Team Building, Recruiting, Disability Insurance, Leadership, Business Strategy, Program Management, Financial Planners, Business Planning, Budgets, Management, Contract Management, Customer Service, Investments, Strategy, Retirement, Project Planning, Long-term Care, Employee Benefits, Negotiation, Marketing, Proposal Writing, Long Term Care Insurance, Direct Sales, Mergers & Acquisitions, Risk Management, Fixed Annuities, Finance, Life Insurance, Small Business, Term Life Insurance, IRAs, Start-ups, Training, Executive Management, Human Resources, Analysis, Financial Advisory, Universal Life, CRM, Variable Annuities, Strategic Financial...
Education
California State University-Fullerton 1977 — 1982
BA, Business - Marketing
California State University-Fullerton 1977 — 1982
BA, Communications
OC Care Insurance 1986 - Present
eVantage Financial May 2014 - Present
Skills
Business Development, Strategic Planning, Project Management, Insurance, New Business Development, Contract Negotiation, Sales Management, Account Management, Sales, Team Building, Recruiting, Disability Insurance, Leadership, Business Strategy, Program Management, Financial Planners, Business Planning, Budgets, Management, Contract Management, Customer Service, Investments, Strategy, Retirement, Project Planning, Long-term Care, Employee Benefits, Negotiation, Marketing, Proposal Writing, Long Term Care Insurance, Direct Sales, Mergers & Acquisitions, Risk Management, Fixed Annuities, Finance, Life Insurance, Small Business, Term Life Insurance, IRAs, Start-ups, Training, Executive Management, Human Resources, Analysis, Financial Advisory, Universal Life, CRM, Variable Annuities, Strategic Financial...
Education
California State University-Fullerton 1977 — 1982
BA, Business - Marketing
California State University-Fullerton 1977 — 1982
BA, Communications
Brenda Morken Brenda Morken's eVantage Financial Experience January 2015 - Present
Job Business Development / Marketing Representative at eVantage Financial 9515517875
Industry Marketing and Advertising
Experience
eVantage Financial January 2015 - Present
Nerium International September 2012 - Present
Estee Lauder March 2003 - June 2009
Robinsons-May March 1998 - March 2003
Robinsons-May September 1996 - April 1998
Skills
Sales Management, Leadership, Sales, Strategic Planning, Coaching, Retail, Event Management, Recruiting, Marketing Strategy, Selling, Marketing, New Business Development, Direct Sales, Online Advertising, Brand Development, Advertising, Management, Entrepreneurship, Customer Service, Training, Creative Direction, Business Development, Social Networking, Social Media Marketing, Strategy, Marketing Communications, Competitive Analysis, Online Marketing, Brand Management, Merchandising, Marketing Management, Skin Care, Email Marketing, Beauty Industry, Public Relations, Positive Personality, Trade Shows, Event Planning, Small Business, Product Marketing, Fragrance, Market Research, B2B, Cosmetics, Sales Operations, Direct Marketing, Fashion, Customer Insight, Inspiring Teams, Inspiring People
Education
The University of North Dakota
Business Administration
Lowthian College
Fashion Merchandising
Devils Lake Central High School
eVantage Financial January 2015 - Present
Nerium International September 2012 - Present
Estee Lauder March 2003 - June 2009
Robinsons-May March 1998 - March 2003
Robinsons-May September 1996 - April 1998
Skills
Sales Management, Leadership, Sales, Strategic Planning, Coaching, Retail, Event Management, Recruiting, Marketing Strategy, Selling, Marketing, New Business Development, Direct Sales, Online Advertising, Brand Development, Advertising, Management, Entrepreneurship, Customer Service, Training, Creative Direction, Business Development, Social Networking, Social Media Marketing, Strategy, Marketing Communications, Competitive Analysis, Online Marketing, Brand Management, Merchandising, Marketing Management, Skin Care, Email Marketing, Beauty Industry, Public Relations, Positive Personality, Trade Shows, Event Planning, Small Business, Product Marketing, Fragrance, Market Research, B2B, Cosmetics, Sales Operations, Direct Marketing, Fashion, Customer Insight, Inspiring Teams, Inspiring People
Education
The University of North Dakota
Business Administration
Lowthian College
Fashion Merchandising
Devils Lake Central High School
Robert (Bobby) Kennedy Robert (Bobby) Kennedy's eVantage Financial Experience March 2014 - Present
Job President & Founder at 1Click Financial; President/CEO Coronado Marketing & Advertising/Kennedy Publishing Co Inc
Industry Marketing and Advertising
Experience
eVantage Financial March 2014 - Present
1Click Financial 2014 - Present
Coronado Marketing & Advertising/Kennedy Publishing Co. Inc. 1990 - Present
Skills
Online Marketing, Social Networking, Email Marketing, SEO, Web Design, Brand Development, Social Media, Wordpress, Web Analytics, Marketing Strategy, Facebook, Advertising, Marketing Communications, Online Advertising, Google Analytics, Social Media Marketing, Graphic Design, Marketing, Photography, Creative Direction, Newsletters, Lead Generation, Editing, Website Development, Copywriting, Digital Media, Business Development, InDesign, Blogging, Photoshop, Publishing, Logo Design, Entrepreneurship, Illustrator, Media Relations, Public Relations, Adobe Creative Suite, SEO copywriting, New Business Development, WordPress, Magazines, Press Releases
Education
Coronado, California High School
San Diego Mesa College
Southwestern College
Wichita State University
eVantage Financial March 2014 - Present
1Click Financial 2014 - Present
Coronado Marketing & Advertising/Kennedy Publishing Co. Inc. 1990 - Present
Skills
Online Marketing, Social Networking, Email Marketing, SEO, Web Design, Brand Development, Social Media, Wordpress, Web Analytics, Marketing Strategy, Facebook, Advertising, Marketing Communications, Online Advertising, Google Analytics, Social Media Marketing, Graphic Design, Marketing, Photography, Creative Direction, Newsletters, Lead Generation, Editing, Website Development, Copywriting, Digital Media, Business Development, InDesign, Blogging, Photoshop, Publishing, Logo Design, Entrepreneurship, Illustrator, Media Relations, Public Relations, Adobe Creative Suite, SEO copywriting, New Business Development, WordPress, Magazines, Press Releases
Education
Coronado, California High School
San Diego Mesa College
Southwestern College
Wichita State University
Ed Hasan's eVantage Financial Experience July 2014 - Present
Job Marketing Partner at eVantage Financial
Industry Insurance
Experience
eVantage Financial July 2014 - Present
Education
California State University-Hayward - School of Business and Economics
eVantage Financial July 2014 - Present
Education
California State University-Hayward - School of Business and Economics
Stacey Golden-Lisnock Stacey Golden-Lisnock's eVantage Financial Experience 2014 - Present
Job eVantage Financial/ Independent Financial Advisor, Online Financial Services Platform 7146421771
Industry Financial Services
Experience
eVantage Financial 2014 - Present
Independent Contractor January 1987 - Present
LegalShield 2015 - 2015
LegalShield 2015 - 2015
NAPW 2014 - 2014
Addon Insurance 2004 - 2014
Promark Financial 2002 - 2004
Aerojet June 1983 - September 1987
Skills
Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Disability Insurance, Life Insurance, Mutual Funds, Term Life Insurance, Investments, Asset Management, Health Insurance, Financial Advisory, Risk Management, Series 7, Business Planning, Strategic Planning, Sales, Finance, Financial Planning, Small Business, Long-term Care, Securities, Employee Benefits, Microsoft Excel, Training
Education
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
CSULB 1980 — 1983
Bachelor's degree, Business Finance/Management
MAYFAIR 1976 — 1980
High School
eVantage Financial 2014 - Present
Independent Contractor January 1987 - Present
LegalShield 2015 - 2015
LegalShield 2015 - 2015
NAPW 2014 - 2014
Addon Insurance 2004 - 2014
Promark Financial 2002 - 2004
Aerojet June 1983 - September 1987
Skills
Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Disability Insurance, Life Insurance, Mutual Funds, Term Life Insurance, Investments, Asset Management, Health Insurance, Financial Advisory, Risk Management, Series 7, Business Planning, Strategic Planning, Sales, Finance, Financial Planning, Small Business, Long-term Care, Securities, Employee Benefits, Microsoft Excel, Training
Education
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
CSULB 1980 — 1983
Bachelor's degree, Business Finance/Management
MAYFAIR 1976 — 1980
High School
Guy E. Carter Guy E. Carter's eVantage Financial Experience 2015 - 2015
Job Area Scout at National Scouting Report
Industry Security and Investigations
Experience
Orlando Venues at The Amway Center December 2010 - Present
National Scouting Report May 2014 - Present
eVantage Financial 2015 - 2015
eVantage Financial 2015 - 2015
eVantage Financial 2015 - 2015
REI Webtools 2014 - 2014
National Basketball Association August 2007 - November 2010
New York Sports Clubs November 2005 - December 2006
Titan Cruise Lines July 2004 - August 2005
Newark Police Department January 1993 - May 2000
Skills
Certified in Executive..., Florida State Licensed:..., Certifications from ESS..., Training, Security, Customer Service, Software Documentation, Executive Protection, Private Investigations, Event Management, Coaching, Surveillance, Recruiting, Tactics, Protection, Corporate Security, Workplace Violence, Security Event..., Security Training, Security Management, Policy, Security Operations, Crisis Management, Homeland Security, Physical Security, Criminal Investigations, Personal Protection, Counterterrorism, Crowd Control, Enforcement, Personal Security, Close Protection, Firearms, Emergency Management, Investigation, Crime Prevention, Security Audits, Loss Prevention, Weapons, Police, Criminal Justice, Self Defense, Security Clearance
Education
Kean University
"AOS", Business Administration and Management, General
Taylor Business Institute 1979 — 1981
AOS, Business Mngmnt.
Kean University 1977 — 1979
Communications
Orlando Venues at The Amway Center December 2010 - Present
National Scouting Report May 2014 - Present
eVantage Financial 2015 - 2015
eVantage Financial 2015 - 2015
eVantage Financial 2015 - 2015
REI Webtools 2014 - 2014
National Basketball Association August 2007 - November 2010
New York Sports Clubs November 2005 - December 2006
Titan Cruise Lines July 2004 - August 2005
Newark Police Department January 1993 - May 2000
Skills
Certified in Executive..., Florida State Licensed:..., Certifications from ESS..., Training, Security, Customer Service, Software Documentation, Executive Protection, Private Investigations, Event Management, Coaching, Surveillance, Recruiting, Tactics, Protection, Corporate Security, Workplace Violence, Security Event..., Security Training, Security Management, Policy, Security Operations, Crisis Management, Homeland Security, Physical Security, Criminal Investigations, Personal Protection, Counterterrorism, Crowd Control, Enforcement, Personal Security, Close Protection, Firearms, Emergency Management, Investigation, Crime Prevention, Security Audits, Loss Prevention, Weapons, Police, Criminal Justice, Self Defense, Security Clearance
Education
Kean University
"AOS", Business Administration and Management, General
Taylor Business Institute 1979 — 1981
AOS, Business Mngmnt.
Kean University 1977 — 1979
Communications
Pam Devine Pam Devine's eVantage Financial Experience March 2014 - Present
Job Operations Manager at eVantage Financial
Industry Health, Wellness and Fitness
Experience
eVantage Financial March 2014 - Present
Self Employed March 2011 - Present
iZigg Mobile Media Marketing October 2012 - September 2013
Triple Play Integration 2010 - 2012
Advanced Orthopaedics April 2006 - 2008
Samir Sharma MD 2007 - 2007
Menlo Park Surgical Hospital 2006 - 2007
Access Radiology Techs 2005 - 2007
Good Samaritan Hospital 2001 - 2002
Good Samaritan Hospital 1997 - 2002
Skills
Healthcare, Hospitals, Nutrition, Orthopedic, Quality Assurance, Surgery, Mobile Marketing, Customer Service, X-ray, Mobile Devices, Microsoft Office, Marketing, Leadership, Radiology
Education
Middlesex Community College 1991 — 1994
AS, Radiologic Technology
Patrick Henry High School 1982 — 1986
Grossmont College
eVantage Financial March 2014 - Present
Self Employed March 2011 - Present
iZigg Mobile Media Marketing October 2012 - September 2013
Triple Play Integration 2010 - 2012
Advanced Orthopaedics April 2006 - 2008
Samir Sharma MD 2007 - 2007
Menlo Park Surgical Hospital 2006 - 2007
Access Radiology Techs 2005 - 2007
Good Samaritan Hospital 2001 - 2002
Good Samaritan Hospital 1997 - 2002
Skills
Healthcare, Hospitals, Nutrition, Orthopedic, Quality Assurance, Surgery, Mobile Marketing, Customer Service, X-ray, Mobile Devices, Microsoft Office, Marketing, Leadership, Radiology
Education
Middlesex Community College 1991 — 1994
AS, Radiologic Technology
Patrick Henry High School 1982 — 1986
Grossmont College
Victor G McLeod's eVantage Financial Experience August 2014 - Present
Job Small Business Revenue Enhancement Agent at eVantage Financial
Industry Financial Services
Experience
eVantage Financial August 2014 - Present
Victor McLeod Insurance Agency June 2014 - Present
MyNetworkOne Systems June 2013 - Present
Orlando Childrens Church June 2010 - June 2013
Skills
Recruiting, Employee Benefits, Insurance, Small Business, Life Insurance, Health Insurance, Retirement Planning, Fixed Annuities, Finance, Mortgage Lending, Online Advertising, Sales, Marketing, Coaching, Term Life Insurance, Business, Team Building, Budgets
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
eVantage Financial August 2014 - Present
Victor McLeod Insurance Agency June 2014 - Present
MyNetworkOne Systems June 2013 - Present
Orlando Childrens Church June 2010 - June 2013
Skills
Recruiting, Employee Benefits, Insurance, Small Business, Life Insurance, Health Insurance, Retirement Planning, Fixed Annuities, Finance, Mortgage Lending, Online Advertising, Sales, Marketing, Coaching, Term Life Insurance, Business, Team Building, Budgets
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Reuven I. Rubinson, CPA, MBA Reuven I. Rubinson, CPA, MBA's eVantage Financial Experience October 2014 - Present
Job CFO for Hire, CPA, Tax Preparation, Consultant, SOX, SEC
Industry Accounting
Experience
Innovus Pharmaceuticals, Inc. June 2015 - Present
Reuven I Rubinson, CPA, San Diego, CA 1979 - Present
eVantage Financial October 2014 - Present
R Charity Ranch, San Diego, CA August 2014 - Present
Trustegrity - Networking Group, San Diego, CA December 2012 - Present
DeVry University, San Diego, CA October 2010 - Present
San Diego Symphony March 2005 - Present
CSN Safe Bus, LLC February 2013 - January 2015
Bytes, Inc June 2010 - June 2014
MOP Environmental Solutions, Inc November 2010 - May 2013
Skills
Start-ups, Mergers & Acquisitions, Accounting, CFOs, Financial Reporting, Business Planning, CPA, Internal Controls, Corporate Tax, Leadership, Tax Preparation, Integrity, Small Business, Nonprofits, Non-profits, Tax, Finance, Budgets, Strategy, Sarbanes-Oxley Act, Management, Strategic Planning, Consulting, Management Consulting, SEC filings, Accounting CPA, Mergers, Entrepreneurship, Due Diligence, Problem Solving, Executive Management, Financial Modeling, QuickBooks, Cash Flow, Managerial Finance, Financial Analysis, Financial Accounting, Time Management, Cash Management, US GAAP, Training, Auditing, Project Planning, Internal Audit, Forecasting, Corporate Finance, GAAP, US GAAP reporting, SEC Filings
Education
New York University 1976 — 1977
MBA, Accounting, CPA
Colorado College 1971 — 1975
BA, Liberal Arts
Innovus Pharmaceuticals, Inc. June 2015 - Present
Reuven I Rubinson, CPA, San Diego, CA 1979 - Present
eVantage Financial October 2014 - Present
R Charity Ranch, San Diego, CA August 2014 - Present
Trustegrity - Networking Group, San Diego, CA December 2012 - Present
DeVry University, San Diego, CA October 2010 - Present
San Diego Symphony March 2005 - Present
CSN Safe Bus, LLC February 2013 - January 2015
Bytes, Inc June 2010 - June 2014
MOP Environmental Solutions, Inc November 2010 - May 2013
Skills
Start-ups, Mergers & Acquisitions, Accounting, CFOs, Financial Reporting, Business Planning, CPA, Internal Controls, Corporate Tax, Leadership, Tax Preparation, Integrity, Small Business, Nonprofits, Non-profits, Tax, Finance, Budgets, Strategy, Sarbanes-Oxley Act, Management, Strategic Planning, Consulting, Management Consulting, SEC filings, Accounting CPA, Mergers, Entrepreneurship, Due Diligence, Problem Solving, Executive Management, Financial Modeling, QuickBooks, Cash Flow, Managerial Finance, Financial Analysis, Financial Accounting, Time Management, Cash Management, US GAAP, Training, Auditing, Project Planning, Internal Audit, Forecasting, Corporate Finance, GAAP, US GAAP reporting, SEC Filings
Education
New York University 1976 — 1977
MBA, Accounting, CPA
Colorado College 1971 — 1975
BA, Liberal Arts
Harold E. McGee Harold E. McGee's eVantage Financial Experience June 2014 - Present
Job Creating wealth is our passion, protecting it is our mission!
Industry Real Estate
Experience
eXp Realty June 2015 - Present
eVantage Financial June 2014 - Present
Keller Williams Realty, Inc. February 2013 - June 2015
Property Brokerage of Texas, LLC January 2010 - January 2011
Global Realty Marketing/ Global Equity Lending August 2002 - February 2010
Nouveau Riche University 2005 - 2008
Finserv Group May 2001 - June 2004
Skills
Real Estate, Property Management, Investors, Balance Sheet, Foreclosures, Investment Properties, Relocation, Real Estate Transactions, Single Family Homes, Sellers, Leases, REO, Investments, Buyer Representation, Short Sales, First Time Home Buyers, Condos, New Home Sales, Brokerage, Referrals, Property, Loans, Rentals, HUD, Real Estate Development, New Homes, Listings, 1031 Exchanges, SFR, Real Property, Real Estate Economics, Real Estate Financing, Income Properties, ABR, Mortgage Lending, Seller Representation, Move Up Buyers, Buyers, Townhomes, Luxury, Seniors, Residential Homes, Resellers, Real Estate Investor, Real Estate License, Commercial Real Estate, International Real..., FHA, Relocation Buyers, Finance
Education
Marine Corps University 1990 — 1996
Texas State University 1991 — 1993
BAAS
Crockett High School 1983 — 1987
Crockett High School 1983 — 1987
Marine Corps University
eXp Realty June 2015 - Present
eVantage Financial June 2014 - Present
Keller Williams Realty, Inc. February 2013 - June 2015
Property Brokerage of Texas, LLC January 2010 - January 2011
Global Realty Marketing/ Global Equity Lending August 2002 - February 2010
Nouveau Riche University 2005 - 2008
Finserv Group May 2001 - June 2004
Skills
Real Estate, Property Management, Investors, Balance Sheet, Foreclosures, Investment Properties, Relocation, Real Estate Transactions, Single Family Homes, Sellers, Leases, REO, Investments, Buyer Representation, Short Sales, First Time Home Buyers, Condos, New Home Sales, Brokerage, Referrals, Property, Loans, Rentals, HUD, Real Estate Development, New Homes, Listings, 1031 Exchanges, SFR, Real Property, Real Estate Economics, Real Estate Financing, Income Properties, ABR, Mortgage Lending, Seller Representation, Move Up Buyers, Buyers, Townhomes, Luxury, Seniors, Residential Homes, Resellers, Real Estate Investor, Real Estate License, Commercial Real Estate, International Real..., FHA, Relocation Buyers, Finance
Education
Marine Corps University 1990 — 1996
Texas State University 1991 — 1993
BAAS
Crockett High School 1983 — 1987
Crockett High School 1983 — 1987
Marine Corps University
Chuck Chiodo's eVantage Financial Experience October 2013 - November 2014
Job Branch Manager for OmniFund, Inc
Industry Financial Services
Experience
Omni-Fund Inc. December 2011 - Present
eVantage Financial October 2013 - November 2014
Mortgage Bank of California January 2011 - December 2011
Franklin Advantage, Inc. June 2010 - January 2011
Tri-Emerald Financial Group September 2009 - June 2010
Innovative Financial Strategies, Inc. November 2005 - 2009
CJ Investments, Inc. 2003 - 2008
Pacific Advisors September 2001 - March 2004
A.G. Edwards & Sons, Inc. July 1999 - September 2001
Pacific Computer Expansions, Inc. August 1995 - July 1999
Skills
Mortgage Lending, FHA, Loans, Investment Properties, Refinance, Investments, Finance, Real Estate Transactions, Credit, Real Estate, Sales, Loan Origination, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Negotiation, Real Estate Financing, Short Sales, VA Loans, Financial Analysis, Sales Management, Sales Operations, Consultative Selling, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1994 — 1999
BS-Business Finance, Finance
Omni-Fund Inc. December 2011 - Present
eVantage Financial October 2013 - November 2014
Mortgage Bank of California January 2011 - December 2011
Franklin Advantage, Inc. June 2010 - January 2011
Tri-Emerald Financial Group September 2009 - June 2010
Innovative Financial Strategies, Inc. November 2005 - 2009
CJ Investments, Inc. 2003 - 2008
Pacific Advisors September 2001 - March 2004
A.G. Edwards & Sons, Inc. July 1999 - September 2001
Pacific Computer Expansions, Inc. August 1995 - July 1999
Skills
Mortgage Lending, FHA, Loans, Investment Properties, Refinance, Investments, Finance, Real Estate Transactions, Credit, Real Estate, Sales, Loan Origination, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Negotiation, Real Estate Financing, Short Sales, VA Loans, Financial Analysis, Sales Management, Sales Operations, Consultative Selling, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1994 — 1999
BS-Business Finance, Finance
Andrew Plumlee Andrew Plumlee's eVantage Financial Experience August 2014 - Present
Job Marketing Affiliate at eVantage Financial
Industry Program Development
Experience
eVantage Financial August 2014 - Present
Jim Matthews, CPA, Inc July 2013 - Present
Residential World Media 2010 - Present
Exclusive Personnel September 2011 - January 2012
Halliburton October 2006 - March 2011
Shreveport Times January 2006 - September 2006
Skills
Small Business..., Office Management, Accounting, Microsoft Office, Budgets, Microsoft Excel, Leadership, Project Planning, Microsoft Word, PowerPoint, Human Resources, Customer Service, Contract Negotiation, Negotiation, Analysis, Research, Outlook, Inventory Management, Small Business, Forecasting, SAP, Strategic Planning, Team Building, Sales, Training
Education
Grand Canyon University 2010 — 2013
Master of Science in Accountancy, Accounting
East Texas Baptist University 1991 — 1993
BAS, Christian Ministry / General Business
eVantage Financial August 2014 - Present
Jim Matthews, CPA, Inc July 2013 - Present
Residential World Media 2010 - Present
Exclusive Personnel September 2011 - January 2012
Halliburton October 2006 - March 2011
Shreveport Times January 2006 - September 2006
Skills
Small Business..., Office Management, Accounting, Microsoft Office, Budgets, Microsoft Excel, Leadership, Project Planning, Microsoft Word, PowerPoint, Human Resources, Customer Service, Contract Negotiation, Negotiation, Analysis, Research, Outlook, Inventory Management, Small Business, Forecasting, SAP, Strategic Planning, Team Building, Sales, Training
Education
Grand Canyon University 2010 — 2013
Master of Science in Accountancy, Accounting
East Texas Baptist University 1991 — 1993
BAS, Christian Ministry / General Business
Larry Barnard Sr Larry Barnard Sr's eVantage Financial Experience September 2014 - Present
Job Nationally Recognized Financial Services Strategist & TrainerNow LinkedIn Authority Expert.
Industry Financial Services
Experience
eVantage Financial September 2014 - Present
Abdiel Advisors LLC January 2012 - Present
Abdiel Strategies Group January 2005 - Present
Pembroke Park Church of Christ October 1992 - Present
International Brotherhood of Electrical Workers September 1980 - Present
SYNCIS June 2012 - August 2013
WFG World Group Securities April 2002 - January 2005
Skills
Financial Planning, Investments, Insurance, Strategic Financial..., Management, Leadership Development, Risk Management, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Forecasting, Financial Reporting, Due Diligence, Finance, Budgets, Analysis, Auditing, Leadership, Strategic Planning
Education
Heritage Christian University 2013 — 2015
Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Kaplan 2007 — 2008
Investment Advisor
Bismarck State College 2001 — 2003
Electric Power Technology
eVantage Financial September 2014 - Present
Abdiel Advisors LLC January 2012 - Present
Abdiel Strategies Group January 2005 - Present
Pembroke Park Church of Christ October 1992 - Present
International Brotherhood of Electrical Workers September 1980 - Present
SYNCIS June 2012 - August 2013
WFG World Group Securities April 2002 - January 2005
Skills
Financial Planning, Investments, Insurance, Strategic Financial..., Management, Leadership Development, Risk Management, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Forecasting, Financial Reporting, Due Diligence, Finance, Budgets, Analysis, Auditing, Leadership, Strategic Planning
Education
Heritage Christian University 2013 — 2015
Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Kaplan 2007 — 2008
Investment Advisor
Bismarck State College 2001 — 2003
Electric Power Technology
Carole Hodges Carole Hodges's eVantage Financial Experience July 2014 - Present
Job Business & NonProfit Growth Specialist White label services Expansion loans Succession strategies
Industry Financial Services
Experience
eVantage Financial July 2014 - Present
The YES Connection June 2003 - Present
Women's Empowerment Network December 2013 - May 2015
Main Street Marketing Makeover May 2011 - December 2014
Coach Me Anywhere August 2010 - February 2014
PeopleSmart Solutions January 2009 - December 2009
MCI January 2000 - March 2003
International Multimedia Telecommunications Consortium 2000 - 2002
MCI May 1997 - January 2000
Skills
Coaching, Marketing Communications, Public Speaking, NLP, Personality Assessment, Marketing, Marketing Strategy, Leadership, Training, Personal Development, Small Business, Business Development, Product Development, Leadership Development, Social Media, Web Marketing, Strategic Partnerships, New Business Development, Entrepreneurship, Business Strategy, Social Networking, Negotiation, Copreneur Coaching, Management Consulting, Sales, Strategic Planning, Online Marketing, Team Building, Marketing for Small..., Inspiration, Business Coaching, Social Media Marketing, Executive Coaching, Personal Branding, Consulting, Presentation Coaching
Education
Mount Saint Mary's University
Bachelor's Degree
Peak Potentials Quantum Leap 2003 — 2013
Money and You 2009 — 2009
Business Success Strategies
PeopleSmart Solutions 2005 — 2006
DISC Master
University of Excellence 2004 — 2006
NLP Master Practitioner
Frontier Trainings
Mount St. Mary's College
Bachelor of Arts
eVantage Financial July 2014 - Present
The YES Connection June 2003 - Present
Women's Empowerment Network December 2013 - May 2015
Main Street Marketing Makeover May 2011 - December 2014
Coach Me Anywhere August 2010 - February 2014
PeopleSmart Solutions January 2009 - December 2009
MCI January 2000 - March 2003
International Multimedia Telecommunications Consortium 2000 - 2002
MCI May 1997 - January 2000
Skills
Coaching, Marketing Communications, Public Speaking, NLP, Personality Assessment, Marketing, Marketing Strategy, Leadership, Training, Personal Development, Small Business, Business Development, Product Development, Leadership Development, Social Media, Web Marketing, Strategic Partnerships, New Business Development, Entrepreneurship, Business Strategy, Social Networking, Negotiation, Copreneur Coaching, Management Consulting, Sales, Strategic Planning, Online Marketing, Team Building, Marketing for Small..., Inspiration, Business Coaching, Social Media Marketing, Executive Coaching, Personal Branding, Consulting, Presentation Coaching
Education
Mount Saint Mary's University
Bachelor's Degree
Peak Potentials Quantum Leap 2003 — 2013
Money and You 2009 — 2009
Business Success Strategies
PeopleSmart Solutions 2005 — 2006
DISC Master
University of Excellence 2004 — 2006
NLP Master Practitioner
Frontier Trainings
Mount St. Mary's College
Bachelor of Arts
Peggy (Giels) Jucha's eVantage Financial Experience November 2013 - Present
Job VP Enterprise Solutions eVantage Financial
Industry Management Consulting
Experience
eVantage Financial November 2013 - Present
SendOutCards July 2006 - Present
S & P Services January 2013 - December 2014
MYTP, Inc. (TeamMates) January 2006 - January 2013
Northstar Wireless March 2004 - June 2005
Sprint / Nextel December 2000 - January 2004
Skills
Sales Management, Operations Management, Mobile Technology, Quality control, Employee manuals, Business Planning, Sales training, Group Presentations, Selling Skills, Small Business, Quality Control, Coaching, Team Building, Negotiation, CRM, New Business Development, Budgets, Direct Sales, Leadership, Social Media, Contract Negotiation, Customer Service, Project Planning, Online Marketing, Public Relations, Marketing, Salesforce.com, Account Management, Sales, Telecommunications, Customer Retention, Sales Operations, Project Management, SEO, Customer Satisfaction, Start-ups, Strategy, Management, Product Development, Strategic Partnerships, B2B, Time Management, Marketing Strategy, Integrated Marketing, Business Development, Selling, Lead Generation, Online Advertising, Social Media Marketing
Education
California State University-Dominguez Hills 1986 — 1988
BS, Management
Continued online education
eVantage Financial November 2013 - Present
SendOutCards July 2006 - Present
S & P Services January 2013 - December 2014
MYTP, Inc. (TeamMates) January 2006 - January 2013
Northstar Wireless March 2004 - June 2005
Sprint / Nextel December 2000 - January 2004
Skills
Sales Management, Operations Management, Mobile Technology, Quality control, Employee manuals, Business Planning, Sales training, Group Presentations, Selling Skills, Small Business, Quality Control, Coaching, Team Building, Negotiation, CRM, New Business Development, Budgets, Direct Sales, Leadership, Social Media, Contract Negotiation, Customer Service, Project Planning, Online Marketing, Public Relations, Marketing, Salesforce.com, Account Management, Sales, Telecommunications, Customer Retention, Sales Operations, Project Management, SEO, Customer Satisfaction, Start-ups, Strategy, Management, Product Development, Strategic Partnerships, B2B, Time Management, Marketing Strategy, Integrated Marketing, Business Development, Selling, Lead Generation, Online Advertising, Social Media Marketing
Education
California State University-Dominguez Hills 1986 — 1988
BS, Management
Continued online education
Udena Weerasekera Udena Weerasekera's eVantage Financial Experience April 2014 - August 2015
Job Project Coordinator / Data Analyst at Project Resources Group, Inc.
Industry Management Consulting
Experience
Project Resources Group, Inc. September 2015 - Present
eVantage Financial April 2014 - August 2015
North San Diego Business Chamber June 2014 - September 2014
Global Equity Finance NMLS ID #13116 May 2014 - July 2014
UCSD Recreation June 2012 - June 2014
WILDCOAST January 2007 - June 2012
Skills
Teaching, Athletics, Cpr Certified, Sports, Research, Event Planning, PowerPoint, Public Relations, Program Management, Public Speaking, Market Research, Training, Data Analysis, Leadership, Analysis, Marketing, Management, Facebook, Community Outreach, CPR Certified
Education
University of California, San Diego 2010 — 2015
Bachelor of Science (B.Sc.), Quantitative Economics & Operations Research
Project Resources Group, Inc. September 2015 - Present
eVantage Financial April 2014 - August 2015
North San Diego Business Chamber June 2014 - September 2014
Global Equity Finance NMLS ID #13116 May 2014 - July 2014
UCSD Recreation June 2012 - June 2014
WILDCOAST January 2007 - June 2012
Skills
Teaching, Athletics, Cpr Certified, Sports, Research, Event Planning, PowerPoint, Public Relations, Program Management, Public Speaking, Market Research, Training, Data Analysis, Leadership, Analysis, Marketing, Management, Facebook, Community Outreach, CPR Certified
Education
University of California, San Diego 2010 — 2015
Bachelor of Science (B.Sc.), Quantitative Economics & Operations Research
Mark Strube Mark Strube's eVantage Financial Experience September 2014 - Present
Job Captain at Abracadabra USA 50
Industry Health, Wellness and Fitness
Experience
eVantage Financial September 2014 - Present
Abracadabra USA 50 September 2014 - Present
Next Level Sailing February 2013 - Present
Recovery Pump January 2012 - Present
StrubeSailing January 1997 - Present
Florida Rigging and Hydraulics May 2003 - November 2010
Victory Challenge November 2006 - June 2007
One World Challenge July 2001 - January 2003
Olde Discount January 1995 - December 1996
Skills
Boating, Rigging, Winch Maintenance, Deliveries, Sailing, Yachting, Boat, Maritime, Event Management, Sports, Sponsorship, Event Planning, Team Building, Strategic Planning, Management, Social Media, Customer Service, New Business Development, Marketing Strategy, Microsoft Office, Project Management, Logistics, Team Leadership, Budgets, Maintenance & Repair, Contract Negotiation, Sales Management, Public Speaking, Coaching, Marketing, Leadership, Social Networking, Teamwork, Sales, Entrepreneurship, Public Relations, Time Management, Navigation, Training, Scuba Diving, Athletics, Sports Marketing, Social Media Marketing, Small Business, Leadership Development, Racing, Negotiation, Business Strategy, Operations Management, Project Planning
Education
University of Miami - School of Business 1992 — 1994
Masters in Business Administration, Business management., 3.4
Northern Michigan University 1987 — 1992
Bachelors, Business Management
eVantage Financial September 2014 - Present
Abracadabra USA 50 September 2014 - Present
Next Level Sailing February 2013 - Present
Recovery Pump January 2012 - Present
StrubeSailing January 1997 - Present
Florida Rigging and Hydraulics May 2003 - November 2010
Victory Challenge November 2006 - June 2007
One World Challenge July 2001 - January 2003
Olde Discount January 1995 - December 1996
Skills
Boating, Rigging, Winch Maintenance, Deliveries, Sailing, Yachting, Boat, Maritime, Event Management, Sports, Sponsorship, Event Planning, Team Building, Strategic Planning, Management, Social Media, Customer Service, New Business Development, Marketing Strategy, Microsoft Office, Project Management, Logistics, Team Leadership, Budgets, Maintenance & Repair, Contract Negotiation, Sales Management, Public Speaking, Coaching, Marketing, Leadership, Social Networking, Teamwork, Sales, Entrepreneurship, Public Relations, Time Management, Navigation, Training, Scuba Diving, Athletics, Sports Marketing, Social Media Marketing, Small Business, Leadership Development, Racing, Negotiation, Business Strategy, Operations Management, Project Planning
Education
University of Miami - School of Business 1992 — 1994
Masters in Business Administration, Business management., 3.4
Northern Michigan University 1987 — 1992
Bachelors, Business Management
Angela H. Shively Angela H. Shively's eVantage Financial Experience July 2014 - Present
Job Real Estate Professional, Marketing Representative
Industry Real Estate
Experience
NSA / Juice Plus+ April 2015 - Present
eVantage Financial July 2014 - Present
MVP Realty Associates 2014 - Present
Skills
Marketing Communications, Communication, Real Estate, Sales, Client Development, Contract Negotiation, Business Development, First Time Home Buyers, Investment Properties, Property Management, Residential Homes, Sellers, Single Family Homes, Buyer Representation, Short Sales, Foreclosures, Condos, Investors, Relocation
Education
Northeastern Illinois University
Bachelors in Business
Northeastern Illinois University
Public Speaking, Mass Media Production
NSA / Juice Plus+ April 2015 - Present
eVantage Financial July 2014 - Present
MVP Realty Associates 2014 - Present
Skills
Marketing Communications, Communication, Real Estate, Sales, Client Development, Contract Negotiation, Business Development, First Time Home Buyers, Investment Properties, Property Management, Residential Homes, Sellers, Single Family Homes, Buyer Representation, Short Sales, Foreclosures, Condos, Investors, Relocation
Education
Northeastern Illinois University
Bachelors in Business
Northeastern Illinois University
Public Speaking, Mass Media Production
Don Klement Don Klement's eVantage Financial Experience 2014 - 2015
Job Regional Manager at VIPCO Advisors, Inc.
Industry Financial Services
Experience
VIPCO Advisors, Inc. July 2015 - Present
DAK INSURANCE AGENCY March 2008 - Present
Success Club May 2011 - Present
Success Club January 2009 - Present
eVantage Financial 2014 - 2015
Baby Boomer Association of America December 2012 - July 2013
RS&I Inc. May 2004 - July 2008
WLG May 2004 - June 2008
NAA 2005 - 2008
NAA 2005 - 2008
Skills
Business, Training, Recruiting, Networking, Selling, Small Business, Coaching, Public Speaking, Team Building, Fundraising, Sales Management, New Business Development, Sales, Management, Leadership, Marketing, Email Marketing, Investments, Insurance, Advertising, Negotiation, Entrepreneurship, Account Management, Retail, Sales Operations, Start-ups
Education
University of Missouri-Columbia 1966 — 1970
Finance, Bus Admin and Marketing
VIPCO Advisors, Inc. July 2015 - Present
DAK INSURANCE AGENCY March 2008 - Present
Success Club May 2011 - Present
Success Club January 2009 - Present
eVantage Financial 2014 - 2015
Baby Boomer Association of America December 2012 - July 2013
RS&I Inc. May 2004 - July 2008
WLG May 2004 - June 2008
NAA 2005 - 2008
NAA 2005 - 2008
Skills
Business, Training, Recruiting, Networking, Selling, Small Business, Coaching, Public Speaking, Team Building, Fundraising, Sales Management, New Business Development, Sales, Management, Leadership, Marketing, Email Marketing, Investments, Insurance, Advertising, Negotiation, Entrepreneurship, Account Management, Retail, Sales Operations, Start-ups
Education
University of Missouri-Columbia 1966 — 1970
Finance, Bus Admin and Marketing
Nate Brewer's eVantage Financial Experience October 2014 - Present
Job eVantage Financial Consultant
Industry Consumer Services
Experience
eVantage Financial October 2014 - Present
eVantage Financial September 2014 - Present
NatevaGroup Enterprises June 2013 - September 2014
Solavei August 2012 - February 2014
Freedom Equity Group January 2013 - June 2013
United First Financial 2008 - 2011
UFirst Alliance 2007 - 2010
2nd Chance Mortgage Company January 2001 - December 2006
Louisville Gas & Electric July 1977 - May 2000
Skills
Mortgage, Online Marketing, Entrepreneur, Marketing Strategy, Mortgage Lending, Entrepreneurship, Advertising, Strategic Partnerships, Small Business, Social Networking, Coaching, Fundraising, Marketing Communications, Management, Leadership, New Business Development, E-commerce, Marketing, Public Speaking, Social Media Marketing, Business Strategy, Sales, Public Relations, Lead Generation, Team Building, Strategic Planning, Start-ups, Social Media, Email Marketing, Online Advertising, Training, SEO, Retail, Web Marketing, Business Development, Direct Marketing, Strategy, Business Planning, B2B, Selling, Sales Management, Direct Sales, SEM, Mobile Marketing, Account Management, Affiliate Marketing, Leadership Development, PPC, Online Lead Generation, Website Development
Education
United Electronics Institude 1974 — 1976
Electronics Technology, Electronics, 3.35
Kentucky State University 1972 — 1974
Associate of Arts and Sciences (A.A.S.), Educational Leadership and Administration, General
Kentucky State University 1971 — 1974
Shawnee 1963 — 1966
High School Deploma
eVantage Financial October 2014 - Present
eVantage Financial September 2014 - Present
NatevaGroup Enterprises June 2013 - September 2014
Solavei August 2012 - February 2014
Freedom Equity Group January 2013 - June 2013
United First Financial 2008 - 2011
UFirst Alliance 2007 - 2010
2nd Chance Mortgage Company January 2001 - December 2006
Louisville Gas & Electric July 1977 - May 2000
Skills
Mortgage, Online Marketing, Entrepreneur, Marketing Strategy, Mortgage Lending, Entrepreneurship, Advertising, Strategic Partnerships, Small Business, Social Networking, Coaching, Fundraising, Marketing Communications, Management, Leadership, New Business Development, E-commerce, Marketing, Public Speaking, Social Media Marketing, Business Strategy, Sales, Public Relations, Lead Generation, Team Building, Strategic Planning, Start-ups, Social Media, Email Marketing, Online Advertising, Training, SEO, Retail, Web Marketing, Business Development, Direct Marketing, Strategy, Business Planning, B2B, Selling, Sales Management, Direct Sales, SEM, Mobile Marketing, Account Management, Affiliate Marketing, Leadership Development, PPC, Online Lead Generation, Website Development
Education
United Electronics Institude 1974 — 1976
Electronics Technology, Electronics, 3.35
Kentucky State University 1972 — 1974
Associate of Arts and Sciences (A.A.S.), Educational Leadership and Administration, General
Kentucky State University 1971 — 1974
Shawnee 1963 — 1966
High School Deploma
Chuck Bartholomew Chuck Bartholomew's eVantage Financial Experience 2014 - 2015
Job President, Bart Business Group, LLC
Industry Financial Services
Experience
Bart Business Group, LLC September 2009 - Present
VIPCO Advisors, Inc. 2015 - 2015
VIPCO Advisors, Inc. 2015 - 2015
VIPCO Advisors, Inc. 2015 - 2015
eVantage Financial 2014 - 2015
eVantage Financial 2014 - 2015
eVantage Financial 2014 - 2015
IBM October 2002 - February 2007
Access 360 June 1999 - October 2002
Skills
Real Estate, Small Business, Sales, Strategic Partnerships, Sales Management, Selling, Business Development, Finance, Strategy, New Business Development, Due Diligence, Start-ups, Solution Selling, Management Consulting, Financial Analysis, Contract Negotiation, Enterprise Software, Investments, Professional Services, Business Strategy, Entrepreneurship, Mergers & Acquisitions, Commercial Real Estate, Strategic Planning, Negotiation, SaaS, Direct Sales, Investment Properties, Account Management, Mergers, Marketing Strategy, Certified Identity...
Education
Pace University-Pleasantville/Briarcliff Campus
M.B.A., Finance
University of Utah
B.S., Criminology
Bart Business Group, LLC September 2009 - Present
VIPCO Advisors, Inc. 2015 - 2015
VIPCO Advisors, Inc. 2015 - 2015
VIPCO Advisors, Inc. 2015 - 2015
eVantage Financial 2014 - 2015
eVantage Financial 2014 - 2015
eVantage Financial 2014 - 2015
IBM October 2002 - February 2007
Access 360 June 1999 - October 2002
Skills
Real Estate, Small Business, Sales, Strategic Partnerships, Sales Management, Selling, Business Development, Finance, Strategy, New Business Development, Due Diligence, Start-ups, Solution Selling, Management Consulting, Financial Analysis, Contract Negotiation, Enterprise Software, Investments, Professional Services, Business Strategy, Entrepreneurship, Mergers & Acquisitions, Commercial Real Estate, Strategic Planning, Negotiation, SaaS, Direct Sales, Investment Properties, Account Management, Mergers, Marketing Strategy, Certified Identity...
Education
Pace University-Pleasantville/Briarcliff Campus
M.B.A., Finance
University of Utah
B.S., Criminology
Jim Clegern's eVantage Financial Experience April 2014 - Present
Job Marketing Representative at eVantage Financial
Industry Financial Services
Experience
eVantage Financial April 2014 - Present
Clegern Insurance Services August 2008 - Present
Washington Mutual Bank 1997 - August 2008
Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Cross-functional Team..., Change Management, Product Management, Business Requirements, Requirements Gathering, Banking, Leadership, Strategy, Analysis, Integration, Business Process, Business Process..., Team Building, Sales, Management
Education
California State University-Fullerton 1972 — 1974
MBA, Business Administration and Management, General
eVantage Financial April 2014 - Present
Clegern Insurance Services August 2008 - Present
Washington Mutual Bank 1997 - August 2008
Skills
Risk Management, Business Analysis, Process Improvement, Project Management, Cross-functional Team..., Change Management, Product Management, Business Requirements, Requirements Gathering, Banking, Leadership, Strategy, Analysis, Integration, Business Process, Business Process..., Team Building, Sales, Management
Education
California State University-Fullerton 1972 — 1974
MBA, Business Administration and Management, General
Greg Kay's eVantage Financial Experience 2014 - Present
Job Financial Services, Recruiter at Kay Financial Group
Industry Insurance
Experience
Kay Financial Group January 2012 - Present
eVantage Financial 2014 - Present
Virtual Financial Group VFG March 2014 - September 2014
Princetongreen.org January 2010 - January 2012
Federal financial group, LLC September 2009 - September 2010
HMT Development, Inc. January 2000 - January 2008
Rieter Automotive January 1999 - January 2000
Material Sciences Corporation January 1994 - January 1999
Heat Management Technologies February 1990 - January 1994
Goetze Corporation of America January 1987 - January 1990
Skills
Alternative Energy, Construction, Renewable Energy, Energy, Engineering, Sales, Marketing
Education
Michigan Technological University 1975 — 1981
BSEE, Power Distribution
Michigan Technological University
Kay Financial Group January 2012 - Present
eVantage Financial 2014 - Present
Virtual Financial Group VFG March 2014 - September 2014
Princetongreen.org January 2010 - January 2012
Federal financial group, LLC September 2009 - September 2010
HMT Development, Inc. January 2000 - January 2008
Rieter Automotive January 1999 - January 2000
Material Sciences Corporation January 1994 - January 1999
Heat Management Technologies February 1990 - January 1994
Goetze Corporation of America January 1987 - January 1990
Skills
Alternative Energy, Construction, Renewable Energy, Energy, Engineering, Sales, Marketing
Education
Michigan Technological University 1975 — 1981
BSEE, Power Distribution
Michigan Technological University
James Waechter's eVantage Financial Experience 2014 - 2014
Job Long Term Care NavigatorAsset Protection
Industry Insurance
Experience
JFW Life Planning Services June 2008 - Present
eVantage Financial 2014 - 2014
Advantage Advertising February 1988 - May 2010
Skills
New Business Development, Insurance, Marketing Strategy, Lead Generation, Salesforce.com, Life Insurance, Healthcare, Long-term Care, Team Building, Marketing, Medicare, Sales, Small Business, Strategy, Account Management, Customer Service, Negotiation, Entrepreneurship, Direct Sales, Coaching, Strategic Planning, Training, Long Term Care Insurance, Public Speaking, Nonprofits, Term Life Insurance, Fixed Annuities, Retirement, Financial Planners, Whole Life, Health Insurance, Employee Benefits, Leadership, Estate Planning, Retirement Planning, Disability Insurance, Investments, Finance, Business Planning, IRAs, Universal Life, 401k, Business, Commercial Insurance, Financial Advisory, Legal Liability, Mutual Funds, Selling, Strategic Financial..., Umbrella Insurance
Education
University of San Francisco 1981 — 1985
BS Business Administration, Marketing
JFW Life Planning Services June 2008 - Present
eVantage Financial 2014 - 2014
Advantage Advertising February 1988 - May 2010
Skills
New Business Development, Insurance, Marketing Strategy, Lead Generation, Salesforce.com, Life Insurance, Healthcare, Long-term Care, Team Building, Marketing, Medicare, Sales, Small Business, Strategy, Account Management, Customer Service, Negotiation, Entrepreneurship, Direct Sales, Coaching, Strategic Planning, Training, Long Term Care Insurance, Public Speaking, Nonprofits, Term Life Insurance, Fixed Annuities, Retirement, Financial Planners, Whole Life, Health Insurance, Employee Benefits, Leadership, Estate Planning, Retirement Planning, Disability Insurance, Investments, Finance, Business Planning, IRAs, Universal Life, 401k, Business, Commercial Insurance, Financial Advisory, Legal Liability, Mutual Funds, Selling, Strategic Financial..., Umbrella Insurance
Education
University of San Francisco 1981 — 1985
BS Business Administration, Marketing
Neil Whiteley-Ross's eVantage Financial Experience March 2014 - Present
Job Chief Financial Officer at eVantage Financial
Industry Management Consulting
Experience
eVantage Financial March 2014 - Present
I Believe In Me Kids! January 2013 - Present
MKN, LLC November 2010 - Present
Five Star Entertainment Capital, LLC July 2011 - March 2014
Wozniak Distribution December 2006 - March 2010
Keller Williams Real Estate June 2004 - December 2006
Torrey Pines Development June 2003 - December 2005
Cushman & Wakefield May 2000 - June 2003
Grubb & Ellis May 1998 - April 2000
San Diego Regional Economic Development Corporation November 1989 - May 1998
Skills
Financial Analysis, Management, Spanish, Team Building, Investments, Budgets, Strategic Planning, Finance, Online Advertising, Real Estate, Corporate Finance, Marketing, Business Strategy, Financial Modeling, Valuation, Business Development
Education
Brigham Young University 1984 — 1987
Bachelor's Degree, Finance and Financial Management Services
eVantage Financial March 2014 - Present
I Believe In Me Kids! January 2013 - Present
MKN, LLC November 2010 - Present
Five Star Entertainment Capital, LLC July 2011 - March 2014
Wozniak Distribution December 2006 - March 2010
Keller Williams Real Estate June 2004 - December 2006
Torrey Pines Development June 2003 - December 2005
Cushman & Wakefield May 2000 - June 2003
Grubb & Ellis May 1998 - April 2000
San Diego Regional Economic Development Corporation November 1989 - May 1998
Skills
Financial Analysis, Management, Spanish, Team Building, Investments, Budgets, Strategic Planning, Finance, Online Advertising, Real Estate, Corporate Finance, Marketing, Business Strategy, Financial Modeling, Valuation, Business Development
Education
Brigham Young University 1984 — 1987
Bachelor's Degree, Finance and Financial Management Services