Evershore Financial Group
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Evershore Financial Group Employees
Employee
Years
Job
Industry
Frank R. Castro Jr. Frank R. Castro Jr.'s Evershore Financial Group Experience July 2014 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Dan Stack Dan Stack's Evershore Financial Group Experience 2013 - 2014
Job
Industry Financial Services
Experience
First National Financial Solutions LLC 2014 - 2015
Evershore Financial Group 2013 - 2014
IDEXX Laboratories 2008 - 2013
Enterprise Rent-A-Car 2004 - 2008
Skills
Strategic Financial..., Investment Strategies, Needs Analysis, Investment Advisory, Business Advisory, Financial Risk, Wealth Accumulation..., Wealth Preservation..., Wealth Accumulation, Retirement Planning, Retirement Plan..., Wealth Management, Financial Advisory, Disability Insurance, Health Insurance, Life Insurance, College Funding..., Equity Indexed Annuities, Variable Annuities, Investments, Business Development, Achieving Measurable..., Sales Presentations, Capital Equipment, Medical Devices, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Selling Skills, Hardware Diagnostics, Sales Management, Sales Process, Hematology, Sales Force Development, Direct Sales, Sales, Cross-functional Team..., Cold Calling, Account Management, Biotechnology, Capital Equipment Sales, Veterinary Medicine, Team Building, Key Account Management, CRM, Sales Operations, Market Development, Cardiology, Urology, Surgery
Education
The University of Memphis
BS
First National Financial Solutions LLC 2014 - 2015
Evershore Financial Group 2013 - 2014
IDEXX Laboratories 2008 - 2013
Enterprise Rent-A-Car 2004 - 2008
Skills
Strategic Financial..., Investment Strategies, Needs Analysis, Investment Advisory, Business Advisory, Financial Risk, Wealth Accumulation..., Wealth Preservation..., Wealth Accumulation, Retirement Planning, Retirement Plan..., Wealth Management, Financial Advisory, Disability Insurance, Health Insurance, Life Insurance, College Funding..., Equity Indexed Annuities, Variable Annuities, Investments, Business Development, Achieving Measurable..., Sales Presentations, Capital Equipment, Medical Devices, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Selling Skills, Hardware Diagnostics, Sales Management, Sales Process, Hematology, Sales Force Development, Direct Sales, Sales, Cross-functional Team..., Cold Calling, Account Management, Biotechnology, Capital Equipment Sales, Veterinary Medicine, Team Building, Key Account Management, CRM, Sales Operations, Market Development, Cardiology, Urology, Surgery
Education
The University of Memphis
BS
Andrew Armienti Andrew Armienti's Evershore Financial Group Experience February 2011 - August 2011
Job Financial Representative at Snow Financial Group, NorthWestern Mutual
Industry Financial Services
Experience
Vtrader July 2010 - Present
Snow Financial Group, NorthWestern Mutual July 2013 - July 2014
Evershore Financial Group February 2011 - August 2011
T.J Maxx February 2010 - August 2011
Claims Plus Adjusters January 2007 - December 2010
Armienti, DeBellis, Guglielmo & Rhoden July 2004 - December 2009
Skills
Computer proficiency..., Bloomberg Certified, Analysis, Finance, Microsoft Excel, Investments, Spanish, Portfolio Management, Marketing, Financial Services, Sales, Research, Trading, Financial Analysis, PowerPoint, Access, Strategic Financial...
Education
Florida International University - College of Business Administration 2011 — 2012
Master of Science in Finance, Finance
Lynn University 2010 — 2011
Master of Business Administration (M.B.A.), Portfolio Management
Lynn University 2005 — 2009
Bachelor of Arts (B.A.), Communications
Vtrader July 2010 - Present
Snow Financial Group, NorthWestern Mutual July 2013 - July 2014
Evershore Financial Group February 2011 - August 2011
T.J Maxx February 2010 - August 2011
Claims Plus Adjusters January 2007 - December 2010
Armienti, DeBellis, Guglielmo & Rhoden July 2004 - December 2009
Skills
Computer proficiency..., Bloomberg Certified, Analysis, Finance, Microsoft Excel, Investments, Spanish, Portfolio Management, Marketing, Financial Services, Sales, Research, Trading, Financial Analysis, PowerPoint, Access, Strategic Financial...
Education
Florida International University - College of Business Administration 2011 — 2012
Master of Science in Finance, Finance
Lynn University 2010 — 2011
Master of Business Administration (M.B.A.), Portfolio Management
Lynn University 2005 — 2009
Bachelor of Arts (B.A.), Communications
Joseph Koury's Evershore Financial Group Experience July 2011 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group July 2011 - Present
Skills
Financial Strategy, Life Insurance, Retirement Strategies, Investments, College Funding..., Long Term Care Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Business Succession...
Education
Bentley University 1995 — 1998
Business Administration and Management, General
Evershore Financial Group July 2011 - Present
Skills
Financial Strategy, Life Insurance, Retirement Strategies, Investments, College Funding..., Long Term Care Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Business Succession...
Education
Bentley University 1995 — 1998
Business Administration and Management, General
Josh Snelson's Evershore Financial Group Experience January 2014 - June 2014
Job Student and Bartender
Industry Financial Services
Experience
Cooper's Hawk Winery and Restaurants June 2015 - Present
Gaylord Hotels April 2015 - May 2015
Gaylord Entertainment October 2011 - May 2015
Evershore Financial Group January 2014 - June 2014
Bubba Gump Shrimp Co. July 2010 - July 2011
English Days July 2007 - August 2009
Skills
Food, Sports, Hospitality, Food, Retail, Hotels, Restaurants, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Social Networking, Bartending, Event Planning, Character Animation, Program Management, Time Management, Customer Satisfaction, Teamwork, Telephone Skills, Customer Service, Inventory Management, Food Service, Teaching
Education
Southern New Hampshire University 2014 — 2015
Accounting and Finance
University of Central Florida 2013 — 2014
Valencia Community College 2010 — 2012
Associate of Arts (A.A.), Finance, General
Cooper's Hawk Winery and Restaurants June 2015 - Present
Gaylord Hotels April 2015 - May 2015
Gaylord Entertainment October 2011 - May 2015
Evershore Financial Group January 2014 - June 2014
Bubba Gump Shrimp Co. July 2010 - July 2011
English Days July 2007 - August 2009
Skills
Food, Sports, Hospitality, Food, Retail, Hotels, Restaurants, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Social Networking, Bartending, Event Planning, Character Animation, Program Management, Time Management, Customer Satisfaction, Teamwork, Telephone Skills, Customer Service, Inventory Management, Food Service, Teaching
Education
Southern New Hampshire University 2014 — 2015
Accounting and Finance
University of Central Florida 2013 — 2014
Valencia Community College 2010 — 2012
Associate of Arts (A.A.), Finance, General
Beverly Provost, CFP® Beverly Provost, CFP®'s Evershore Financial Group Experience November 2009 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group November 2009 - Present
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
Florida State University - College of Business 1984 — 1988
BA, Finance
Florida Atlantic University 2007 — 2008
Certified Financial Planning
Evershore Financial Group November 2009 - Present
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
Florida State University - College of Business 1984 — 1988
BA, Finance
Florida Atlantic University 2007 — 2008
Certified Financial Planning
Matthew Bohannon's Evershore Financial Group Experience April 2009 - 2013
Job Founder and Innovation Leader at BookThatDoc
Industry Hospital & Health Care
Experience
BookThatDoc November 2011 - Present
Evershore Financial Group April 2009 - 2013
Securian Financial Services, Inc 2009 - 2013
Professional Golfer August 2005 - April 2009
Skills
Small Business, Risk Management, Financial Services, Finance, Investments, Wealth Management, Series 7, Business, Series 6, Financial Analysis, Strategic Financial..., Golf, Investment Advisory, Health Insurance, Healthcare Information..., Forward Thinking, Medical Professionals, Series 63, Healthcare, Social Networking, Entrepreneurship, Faith, Practice Management, EMR, Strategic Planning, Management, Leadership, Public Speaking, Asset Management, Long-term Care, Mutual Funds, Portfolio Management, 401k, Insurance, Wealth Accumulation, Retirement Planning, Financial Risk, Fixed Annuities, Disability Insurance, Mortgage Lending, Personal Financial..., 401k Rollovers, Financial Modeling, Variable Annuities, Executive Management, Wealth, Retirement, Health Care..., Financial Planning
Education
University of Kentucky 2001 — 2005
BA, Marketing
BookThatDoc November 2011 - Present
Evershore Financial Group April 2009 - 2013
Securian Financial Services, Inc 2009 - 2013
Professional Golfer August 2005 - April 2009
Skills
Small Business, Risk Management, Financial Services, Finance, Investments, Wealth Management, Series 7, Business, Series 6, Financial Analysis, Strategic Financial..., Golf, Investment Advisory, Health Insurance, Healthcare Information..., Forward Thinking, Medical Professionals, Series 63, Healthcare, Social Networking, Entrepreneurship, Faith, Practice Management, EMR, Strategic Planning, Management, Leadership, Public Speaking, Asset Management, Long-term Care, Mutual Funds, Portfolio Management, 401k, Insurance, Wealth Accumulation, Retirement Planning, Financial Risk, Fixed Annuities, Disability Insurance, Mortgage Lending, Personal Financial..., 401k Rollovers, Financial Modeling, Variable Annuities, Executive Management, Wealth, Retirement, Health Care..., Financial Planning
Education
University of Kentucky 2001 — 2005
BA, Marketing
Cameron Sforza-Flick, MBA Cameron Sforza-Flick, MBA's Evershore Financial Group Experience May 2012 - December 2012
Job Strategic Account Manager at RSR GROUP
Industry Consumer Goods
Experience
RSR GROUP October 2014 - Present
Portlight LLC April 2014 - October 2014
Evershore Financial Group May 2012 - December 2012
Public Allies October 2010 - July 2011
Public Allies August 2009 - May 2010
Fox Sports, Scout.com August 2008 - December 2008
Turnberry Associates May 2008 - August 2008
SIKON Construction Company, LLC May 2007 - September 2007
University of Florida September 2006 - December 2006
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Masters of Business Administration, Operations and Technology Management
INCAE Business School 2013 — 2013
Master of Business Administration (M.B.A.), Sustainability Seminar
University of Florida 2006 — 2011
Bachelors of Arts, Business Administration Minor in Sports Management
RSR GROUP October 2014 - Present
Portlight LLC April 2014 - October 2014
Evershore Financial Group May 2012 - December 2012
Public Allies October 2010 - July 2011
Public Allies August 2009 - May 2010
Fox Sports, Scout.com August 2008 - December 2008
Turnberry Associates May 2008 - August 2008
SIKON Construction Company, LLC May 2007 - September 2007
University of Florida September 2006 - December 2006
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Masters of Business Administration, Operations and Technology Management
INCAE Business School 2013 — 2013
Master of Business Administration (M.B.A.), Sustainability Seminar
University of Florida 2006 — 2011
Bachelors of Arts, Business Administration Minor in Sports Management
Stefan Smith Maphis's Evershore Financial Group Experience August 2009 - October 2011
Job Owner/Ballroom Dance Instructor at The DanceSmith, LLC
Industry Performing Arts
Experience
The DanceSmith, LLC April 2012 - Present
Principal Financial Group November 2011 - July 2013
Rotary Club of Baldwin park February 2010 - March 2013
Evershore Financial Group August 2009 - October 2011
Arthur Murray Dance Studio September 2007 - June 2009
Arthur Murray Dance Studio March 2001 - September 2007
Skills
Small Business, Management, Public Speaking, Customer Service, Coaching, Ballroom Dance, Teaching, Choreography, Latin Dance, Swing Dance, Staff Development, Motivational Speaking, Syllabus Development, Artistic Vision, Dance Hosting, Dance Instruction, Sales Management, Dance, Sales, Social Media, Marketing, Training, Team Building, Social Networking
Education
Burt Reynolds Institute for Theater Training 1995 — 1996
Theater, Music, Backstage tech
Palm Beach Atlantic University 1993 — 1995
Theater Arts, Music minor/vocal performance
The DanceSmith, LLC April 2012 - Present
Principal Financial Group November 2011 - July 2013
Rotary Club of Baldwin park February 2010 - March 2013
Evershore Financial Group August 2009 - October 2011
Arthur Murray Dance Studio September 2007 - June 2009
Arthur Murray Dance Studio March 2001 - September 2007
Skills
Small Business, Management, Public Speaking, Customer Service, Coaching, Ballroom Dance, Teaching, Choreography, Latin Dance, Swing Dance, Staff Development, Motivational Speaking, Syllabus Development, Artistic Vision, Dance Hosting, Dance Instruction, Sales Management, Dance, Sales, Social Media, Marketing, Training, Team Building, Social Networking
Education
Burt Reynolds Institute for Theater Training 1995 — 1996
Theater, Music, Backstage tech
Palm Beach Atlantic University 1993 — 1995
Theater Arts, Music minor/vocal performance
Jennifer Rankin's Evershore Financial Group Experience August 2011 - Present
Job Marketing and Graphic Design Services Provider for Small and Medium Businesses
Industry Marketing and Advertising
Experience
Reverie Marketing & Design October 2013 - Present
Evershore Financial Group August 2011 - Present
EVOK Advertising June 2011 - August 2011
tCreative, Inc. January 2003 - June 2011
Skills
Marketing Strategy, Marketing, Management, Graphic Design, Social Media, Advertising, Email Marketing, Print Management, Adobe Creative Suite, InDesign, Customer Service, Event Planning, Microsoft Word, Wordpress, Google Analytics, Photoshop, PowerPoint, Microsoft Excel, Advertising Campaign..., Training, Logo Design, Product Development, Passion for Helping..., QuickBooks, Social Media Marketing, Marketing Communications, Social Networking, CRM, Web Design
Education
University of Central Florida - College of Business Administration 1998 — 2003
Bachelor of Arts (B.A.), Business Administration
Lyman HS 1995 — 1998
Reverie Marketing & Design October 2013 - Present
Evershore Financial Group August 2011 - Present
EVOK Advertising June 2011 - August 2011
tCreative, Inc. January 2003 - June 2011
Skills
Marketing Strategy, Marketing, Management, Graphic Design, Social Media, Advertising, Email Marketing, Print Management, Adobe Creative Suite, InDesign, Customer Service, Event Planning, Microsoft Word, Wordpress, Google Analytics, Photoshop, PowerPoint, Microsoft Excel, Advertising Campaign..., Training, Logo Design, Product Development, Passion for Helping..., QuickBooks, Social Media Marketing, Marketing Communications, Social Networking, CRM, Web Design
Education
University of Central Florida - College of Business Administration 1998 — 2003
Bachelor of Arts (B.A.), Business Administration
Lyman HS 1995 — 1998
Matthew A. Calabrese Matthew A. Calabrese's Evershore Financial Group Experience 2010 - 2011
Job Territory Sales Representative at G&K Services
Industry Facilities Services
Experience
G&K Services May 2013 - Present
Champion Wealth Advisors, LLC September 2011 - Present
Evershore Financial Group 2010 - 2011
Kraft Foods Group 2008 - 2010
Bank of America (Formally Countrywide Home Loans) 2007 - 2007
BNY Mellon 2004 - 2007
Skills
Strategic Financial...
Education
University of Central Florida - College of Business Administration 1999 — 2004
Accounting
G&K Services May 2013 - Present
Champion Wealth Advisors, LLC September 2011 - Present
Evershore Financial Group 2010 - 2011
Kraft Foods Group 2008 - 2010
Bank of America (Formally Countrywide Home Loans) 2007 - 2007
BNY Mellon 2004 - 2007
Skills
Strategic Financial...
Education
University of Central Florida - College of Business Administration 1999 — 2004
Accounting
Maile Aiwohi Maile Aiwohi's Evershore Financial Group Experience October 2014 - February 2015
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Evershore Financial Group October 2014 - February 2015
State of Hawaii 2006 - 2008
Skills
Wealth Management, Retirement Preparation, Life Insurance, Financial Strategy, Investments, Financial Services, Financial Strategies..., Disability Insurance, Financial Strategies..., Annuities, Financial Strategies..., Charitable Giving..., Leadership, Nonprofits, Event Planning, Contract Negotiation, Fundraising, Leadership Development, Marketing, Project Management, Program Management, Customer Service, Data Analysis
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Hawaii Pacific University 2006 — 2007
License, Secondary Education and Teaching
Stony Brook University 2001 — 2005
Master of Arts (MA), Public Policy Analysis
Merrill Lynch April 2015 - Present
Evershore Financial Group October 2014 - February 2015
State of Hawaii 2006 - 2008
Skills
Wealth Management, Retirement Preparation, Life Insurance, Financial Strategy, Investments, Financial Services, Financial Strategies..., Disability Insurance, Financial Strategies..., Annuities, Financial Strategies..., Charitable Giving..., Leadership, Nonprofits, Event Planning, Contract Negotiation, Fundraising, Leadership Development, Marketing, Project Management, Program Management, Customer Service, Data Analysis
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Hawaii Pacific University 2006 — 2007
License, Secondary Education and Teaching
Stony Brook University 2001 — 2005
Master of Arts (MA), Public Policy Analysis
Blade Zych's Evershore Financial Group Experience June 2011 - June 2013
Job PreTax Benefits Consultant at Paychex
Industry Financial Services
Experience
Paychex November 2014 - Present
Digital Risk March 2014 - October 2014
Digital Risk July 2013 - March 2014
Evershore Financial Group June 2011 - June 2013
Zych's Certified Auto Service January 2006 - June 2012
Skills
Life Insurance, Group Benefit Plans, Disability Insurance, Personal Financial..., Fixed Annuities, Variable Annuities, Estate Planning, Tax-advantaged..., Retirement Planning, Investments, College Funding..., Long Term Care Insurance, 401k, Series 7, Employee Benefits, Financial Modeling, Finance, Strategy, Securities, Insurance, Wealth Management, Financial Services, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Rollins College 2007 — 2010
Bachelor of Arts (BA), International Business
Paychex November 2014 - Present
Digital Risk March 2014 - October 2014
Digital Risk July 2013 - March 2014
Evershore Financial Group June 2011 - June 2013
Zych's Certified Auto Service January 2006 - June 2012
Skills
Life Insurance, Group Benefit Plans, Disability Insurance, Personal Financial..., Fixed Annuities, Variable Annuities, Estate Planning, Tax-advantaged..., Retirement Planning, Investments, College Funding..., Long Term Care Insurance, 401k, Series 7, Employee Benefits, Financial Modeling, Finance, Strategy, Securities, Insurance, Wealth Management, Financial Services, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Rollins College 2007 — 2010
Bachelor of Arts (BA), International Business
Brent Turner's Evershore Financial Group Experience June 2011 - November 2011
Job Financial Advisor at GC Wealth Management
Industry Financial Services
Experience
GC Wealth Management August 2014 - Present
GA Repple & Company February 2012 - October 2012
Evershore Financial Group June 2011 - November 2011
Skills
Financial Planning, Investments, Business Strategy, Retirement Planning, Retirement Income..., Singing, Opera, Wealth Management, Wealth Accumulation, Retirement, 401k, Strategic Financial..., Series 7, Mutual Funds, Finance, Financial Modeling, Wealth, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities, Pensions
Education
University of Cincinnati 2005 — 2007
Master of Music, Vocal performance
Stetson University 2001 — 2005
Bachelor of Music, Vocal Performance
GC Wealth Management August 2014 - Present
GA Repple & Company February 2012 - October 2012
Evershore Financial Group June 2011 - November 2011
Skills
Financial Planning, Investments, Business Strategy, Retirement Planning, Retirement Income..., Singing, Opera, Wealth Management, Wealth Accumulation, Retirement, 401k, Strategic Financial..., Series 7, Mutual Funds, Finance, Financial Modeling, Wealth, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities, Pensions
Education
University of Cincinnati 2005 — 2007
Master of Music, Vocal performance
Stetson University 2001 — 2005
Bachelor of Music, Vocal Performance
Alex Diamant Alex Diamant's Evershore Financial Group Experience May 2014 - November 2014
Job Business Operations Associate at S2 Brands
Industry Market Research
Experience
S2 Brands May 2015 - Present
Florida Atlantic University January 2015 - May 2015
Coastal Risk Consulting, LLC December 2014 - April 2015
Evershore Financial Group May 2014 - November 2014
Smoothie King (SKFI) May 2006 - June 2013
Skills
Customer Service, Sales, Microsoft Office, Time Management, Budgets, Teamwork, Finance, Retail, Management, Marketing, Microsoft Project, Business Planning, Market Analysis, Market Research
Education
Florida Atlantic University 2013 — 2015
Master of Business Administration (MBA)
University of Central Florida 2007 — 2012
Bachelor of Science, Health Sciences
University School of Nova Southeastern University 2003 — 2007
High School
S2 Brands May 2015 - Present
Florida Atlantic University January 2015 - May 2015
Coastal Risk Consulting, LLC December 2014 - April 2015
Evershore Financial Group May 2014 - November 2014
Smoothie King (SKFI) May 2006 - June 2013
Skills
Customer Service, Sales, Microsoft Office, Time Management, Budgets, Teamwork, Finance, Retail, Management, Marketing, Microsoft Project, Business Planning, Market Analysis, Market Research
Education
Florida Atlantic University 2013 — 2015
Master of Business Administration (MBA)
University of Central Florida 2007 — 2012
Bachelor of Science, Health Sciences
University School of Nova Southeastern University 2003 — 2007
High School
Tami Borland Tami Borland's Evershore Financial Group Experience 2011 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group 2011 - Present
Edward Jones November 2008 - October 2009
Nordstrom December 2004 - January 2008
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Accounting
Evershore Financial Group 2011 - Present
Edward Jones November 2008 - October 2009
Nordstrom December 2004 - January 2008
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning, College Funding..., Fixed Annuities, Variable Annuities, Investments, Disability Insurance
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Accounting
Carl Keister Carl Keister's Evershore Financial Group Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Evershore Financial Group September 2015 - Present
NEXT Financial Group, Inc. / Academic Wealth Strategies LLC December 2014 - August 2015
Self Employed January 2013 - December 2014
uFinancial / Mass Mutual July 2006 - January 2013
Liberty Tax Service August 2005 - October 2009
Metro Bank September 2002 - June 2006
Brown Schultz Sheridan & Fritz September 2000 - June 2002
Skills
Portfolio Management, Investments, Estate Planning, Disability Insurance, Small Business, Risk Management, Customer Service, Leadership, Marketing, Budgets
Education
Capital College, Pennsylvania State University 1998 — 2000
Bachelor of Science, Professional Accountancy, 3.56
Harrisburg Area Community College 1995 — 1998
Associate in Arts, Business Administration, 3.7
Evershore Financial Group September 2015 - Present
NEXT Financial Group, Inc. / Academic Wealth Strategies LLC December 2014 - August 2015
Self Employed January 2013 - December 2014
uFinancial / Mass Mutual July 2006 - January 2013
Liberty Tax Service August 2005 - October 2009
Metro Bank September 2002 - June 2006
Brown Schultz Sheridan & Fritz September 2000 - June 2002
Skills
Portfolio Management, Investments, Estate Planning, Disability Insurance, Small Business, Risk Management, Customer Service, Leadership, Marketing, Budgets
Education
Capital College, Pennsylvania State University 1998 — 2000
Bachelor of Science, Professional Accountancy, 3.56
Harrisburg Area Community College 1995 — 1998
Associate in Arts, Business Administration, 3.7
Christian Freeman's Evershore Financial Group Experience February 2014 - April 2014
Job Sales Specialist at Citrix
Industry Computer Software
Experience
Citrix January 2015 - Present
Evershore Financial Group February 2014 - April 2014
Country Club of Darien April 2006 - August 2013
Blackwall Capital Markets June 2012 - August 2012
Brooks, Houghton & Company, Inc. July 2011 - August 2011
Education
Darien High School 2005 — 2009
High School Diploma
The don Quijote School of Spain
College studies immersion in Spanish language and culture
Rollins College 2009 — 2014
Bachelor's Degree, International Business
Citrix January 2015 - Present
Evershore Financial Group February 2014 - April 2014
Country Club of Darien April 2006 - August 2013
Blackwall Capital Markets June 2012 - August 2012
Brooks, Houghton & Company, Inc. July 2011 - August 2011
Education
Darien High School 2005 — 2009
High School Diploma
The don Quijote School of Spain
College studies immersion in Spanish language and culture
Rollins College 2009 — 2014
Bachelor's Degree, International Business
Nicholas Urquiola's Evershore Financial Group Experience January 2014 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group January 2014 - Present
Evershore Financial Group January 2013 - September 2013
The Peabody Orlando March 2011 - August 2013
Pacific Sunwear July 2008 - March 2011
Texas Roadhouse June 2007 - July 2008
Skills
Retirement Strategies, Investments, Wealth Management..., Life Insurance, Long Term Care Insurance, Disability Insurance, College Funding..., Fixed Annuities, Variable Annuities, Portfolio Management, Group Benefits, Customer Service, Financial Analysis, Research, Customer Satisfaction, PowerPoint, Corporate Finance, Portfolio Performance..., Competitive Advantage, Team Leadership
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Evershore Financial Group January 2014 - Present
Evershore Financial Group January 2013 - September 2013
The Peabody Orlando March 2011 - August 2013
Pacific Sunwear July 2008 - March 2011
Texas Roadhouse June 2007 - July 2008
Skills
Retirement Strategies, Investments, Wealth Management..., Life Insurance, Long Term Care Insurance, Disability Insurance, College Funding..., Fixed Annuities, Variable Annuities, Portfolio Management, Group Benefits, Customer Service, Financial Analysis, Research, Customer Satisfaction, PowerPoint, Corporate Finance, Portfolio Performance..., Competitive Advantage, Team Leadership
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Rami Mosrie's Evershore Financial Group Experience March 2014 - May 2014
Job Student Ambassador at the UCF College of Business
Industry
Experience
Bank Audi sal June 2014 - August 2014
Evershore Financial Group March 2014 - May 2014
Education
Emory University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Central Florida 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Summa Cum Laude
Bank Audi sal June 2014 - August 2014
Evershore Financial Group March 2014 - May 2014
Education
Emory University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Central Florida 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Summa Cum Laude
Emilio Lebolo Emilio Lebolo's Evershore Financial Group Experience June 2012 - Present
Job Financial Consulting Professional
Industry Financial Services
Experience
Cortera, Inc. April 2013 - Present
Evershore Financial Group June 2012 - Present
John Hancock Financial Services 2011 - 2012
Skills
Estate Planning, Wealth Preservation..., Life Insurance, Investments, Wealth Management..., Business Planning, Retirement Strategies, Disability Insurance, Long Term Care Insurance, Retirement, Long-term Care, IRAs, 401k, Finance, Financial Services, FINRA
Education
Athens Academy
Florida Atlantic University
Bachelor's Degree, Accounting and Finance
Wofford College
Finance, General
Cortera, Inc. April 2013 - Present
Evershore Financial Group June 2012 - Present
John Hancock Financial Services 2011 - 2012
Skills
Estate Planning, Wealth Preservation..., Life Insurance, Investments, Wealth Management..., Business Planning, Retirement Strategies, Disability Insurance, Long Term Care Insurance, Retirement, Long-term Care, IRAs, 401k, Finance, Financial Services, FINRA
Education
Athens Academy
Florida Atlantic University
Bachelor's Degree, Accounting and Finance
Wofford College
Finance, General
Jacqueline Gilbert's Evershore Financial Group Experience October 2010 - August 2012
Job Field Sales Consultant at Henry Schein Dental
Industry Medical Devices
Experience
Henry Schein Dental September 2012 - Present
Evershore Financial Group October 2010 - August 2012
Triomphe Medical January 2008 - September 2010
Colonial Bank June 2006 - December 2007
IronStone Bank September 2005 - May 2006
Palm Beach County Bank December 2002 - June 2005
Celtec Communications December 1999 - November 2002
J.D. Gilbert & Co. C.P.A February 1988 - December 1999
Wachovia, A Wells Fargo Company March 1980 - February 1988
Skills
Wealth Management, Estate Planning, Series 6, Retirement Planning, Employee Benefits, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Portfolio Management, Annuities, Investments, Securities, Credit Analysis, Financial Analysis, Insurance, Risk Management, Mortgage Lending, Business Development, Strategic Financial..., Sales, Sales Management, Financial Risk, Financial Services, Relationship Management, Financial Advisory, Fixed Annuities, Finance, CRM, Series 7, Mutual Funds, Cross Selling, Small Business, Treasury Management, Underwriting, Management
Education
Florida Atlantic University
Bachelor Of Business Administration, Finance and Accounting
Florida Atlantic University
Bachelor; Post graduate work, Business Administration;Accounting and marketing
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Henry Schein Dental September 2012 - Present
Evershore Financial Group October 2010 - August 2012
Triomphe Medical January 2008 - September 2010
Colonial Bank June 2006 - December 2007
IronStone Bank September 2005 - May 2006
Palm Beach County Bank December 2002 - June 2005
Celtec Communications December 1999 - November 2002
J.D. Gilbert & Co. C.P.A February 1988 - December 1999
Wachovia, A Wells Fargo Company March 1980 - February 1988
Skills
Wealth Management, Estate Planning, Series 6, Retirement Planning, Employee Benefits, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Portfolio Management, Annuities, Investments, Securities, Credit Analysis, Financial Analysis, Insurance, Risk Management, Mortgage Lending, Business Development, Strategic Financial..., Sales, Sales Management, Financial Risk, Financial Services, Relationship Management, Financial Advisory, Fixed Annuities, Finance, CRM, Series 7, Mutual Funds, Cross Selling, Small Business, Treasury Management, Underwriting, Management
Education
Florida Atlantic University
Bachelor Of Business Administration, Finance and Accounting
Florida Atlantic University
Bachelor; Post graduate work, Business Administration;Accounting and marketing
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Chris Carelock's Evershore Financial Group Experience February 2013 - July 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2013 - Present
Evershore Financial Group February 2013 - July 2013
Citizens Bank 2010 - 2011
Citizens Bank 2010 - 2011
Skills
Wealth Management, Investment Advisory, Estate Planning, Charitable Trusts, Risk Management, Group Benefit Plans, Qualified Retirement..., Financial Strategy, Retirement Preparation, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Asset Management, Finance, FINRA, Estate Tax Planning, Employee Benefits, College Savings Plans, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, High Net Worth..., IRAs, Insurance, Investments, Mortgage Lending, Mutual Funds, Personal Financial..., Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management..., Wealth Preservation..., Asset Allocation, Banking, Loans, Relationship Management
Education
UCF
University of Central Florida
B.S.B.A. Economics
VALIC August 2013 - Present
Evershore Financial Group February 2013 - July 2013
Citizens Bank 2010 - 2011
Citizens Bank 2010 - 2011
Skills
Wealth Management, Investment Advisory, Estate Planning, Charitable Trusts, Risk Management, Group Benefit Plans, Qualified Retirement..., Financial Strategy, Retirement Preparation, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Asset Management, Finance, FINRA, Estate Tax Planning, Employee Benefits, College Savings Plans, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, High Net Worth..., IRAs, Insurance, Investments, Mortgage Lending, Mutual Funds, Personal Financial..., Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management..., Wealth Preservation..., Asset Allocation, Banking, Loans, Relationship Management
Education
UCF
University of Central Florida
B.S.B.A. Economics
Greggory Brant Greggory Brant's Evershore Financial Group Experience August 2013 - February 2014
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Rob Georgiou's Evershore Financial Group Experience September 2013 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group September 2013 - Present
SunAmerica Financial Group January 2012 - August 2013
Sun Life Financial January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2009
Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments
Education
Franklin & Marshall College 2000 — 2004
Business
Evershore Financial Group September 2013 - Present
SunAmerica Financial Group January 2012 - August 2013
Sun Life Financial January 2010 - January 2012
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2009
Skills
Wealth Management, Finance, Retirement Savings, Retirement Strategies, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Strategies..., Annuities, College Savings Plans, Financial Services, Investments
Education
Franklin & Marshall College 2000 — 2004
Business
Jason Watach Jason Watach's Evershore Financial Group Experience 2008 - Present
Job Registered Representative at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group 2008 - Present
Education
University of Miami 2000 — 2001
MBA
Penn State University 1991 — 1995
B.Sc.
Horseheads High School
Horseheads High School
Evershore Financial Group 2008 - Present
Education
University of Miami 2000 — 2001
MBA
Penn State University 1991 — 1995
B.Sc.
Horseheads High School
Horseheads High School
Jay Strauss Jay Strauss's Evershore Financial Group Experience October 2014 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group October 2014 - Present
Education
Hofstra University 1968 — 1972
Clinical Psychology
Farmingdale High School
Evershore Financial Group October 2014 - Present
Education
Hofstra University 1968 — 1972
Clinical Psychology
Farmingdale High School
David J. Cooper, CFP® David J. Cooper, CFP®'s Evershore Financial Group Experience September 2009 - July 2015
Job Wealth strategies for business owners and highincome professionals.
Industry Financial Services
Experience
David Cooper October 1999 - Present
Myriad Financial Services, LLC May 2002 - August 2015
Evershore Financial Group September 2009 - July 2015
Skills
Strategic Planning, Independent Financial..., Retirement Planning, Life Insurance, Wealth Management..., Personal Budgeting, Tax-advantaged..., Portfolio Management, Asset Allocation, Term Life Insurance, Disability Insurance, Estate Planning, IRAs, Roth IRA, Mutual Funds, Investments, Long Term Care Insurance, Business Planning, Small Business, Succession Planning, 401k Rollovers, Strategy, Retirement Plan..., Qualified Retirement..., Securities, Multi-generational..., Multi-generational..., Permanent Life Insurance, Wealth Management, Business Valuation, Business Cash Management, Management, FRS, Personal Pensions, Cash Balance Plans, Profit Sharing, Financial Services, Finance, High Net Worth...
Education
University of Georgia - Terry College of Business 2008 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of Central Florida - College of Business Administration 1995 — 1999
Bachelor's Degree, Finance, Applied Computer Science
Oviedo High School 1991 — 1995
High School
David Cooper October 1999 - Present
Myriad Financial Services, LLC May 2002 - August 2015
Evershore Financial Group September 2009 - July 2015
Skills
Strategic Planning, Independent Financial..., Retirement Planning, Life Insurance, Wealth Management..., Personal Budgeting, Tax-advantaged..., Portfolio Management, Asset Allocation, Term Life Insurance, Disability Insurance, Estate Planning, IRAs, Roth IRA, Mutual Funds, Investments, Long Term Care Insurance, Business Planning, Small Business, Succession Planning, 401k Rollovers, Strategy, Retirement Plan..., Qualified Retirement..., Securities, Multi-generational..., Multi-generational..., Permanent Life Insurance, Wealth Management, Business Valuation, Business Cash Management, Management, FRS, Personal Pensions, Cash Balance Plans, Profit Sharing, Financial Services, Finance, High Net Worth...
Education
University of Georgia - Terry College of Business 2008 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of Central Florida - College of Business Administration 1995 — 1999
Bachelor's Degree, Finance, Applied Computer Science
Oviedo High School 1991 — 1995
High School
Samuel Donahue Samuel Donahue's Evershore Financial Group Experience August 2011 - December 2011
Job Continuous Improvement Engineer at Medtronic
Industry Mechanical or Industrial Engineering
Experience
Medtronic March 2015 - Present
Cummins Power Generation February 2014 - March 2015
Cummins Power Generation May 2013 - August 2013
Pacific Industrial Development Corporation January 2013 - April 2013
Evershore Financial Group August 2011 - December 2011
Larson Manufacturing May 2011 - August 2011
Education
University of Michigan 2012 — 2013
Master's Degree, Industrial Engineering, 3.83 / 4.0
Rollins College 2008 — 2013
Bachelor's Degree, Mathematics, 3.6 / 4.0
Medtronic March 2015 - Present
Cummins Power Generation February 2014 - March 2015
Cummins Power Generation May 2013 - August 2013
Pacific Industrial Development Corporation January 2013 - April 2013
Evershore Financial Group August 2011 - December 2011
Larson Manufacturing May 2011 - August 2011
Education
University of Michigan 2012 — 2013
Master's Degree, Industrial Engineering, 3.83 / 4.0
Rollins College 2008 — 2013
Bachelor's Degree, Mathematics, 3.6 / 4.0
Allison Arof's Evershore Financial Group Experience January 2011 - May 2011
Job Team Lead at Siemens Healthcare
Industry Marketing and Advertising
Experience
Siemens Healthcare September 2014 - Present
Siemens Healthcare October 2012 - September 2014
Siemens Energy May 2011 - October 2012
Evershore Financial Group January 2011 - May 2011
The Central Florida Partnership - myregion.org February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Marketing, International Business..., Strategy, Business Development, Mathematics, Microsoft Office, SPSS, StatTools, Minitab, Website Development, Digital Marketing, Marketing Plan Pro..., ProModel Simulation...
Education
Northwestern University School of Law 2015 — 2016
Master's degree, Law
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing and International Business
Rollins College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Siemens Healthcare September 2014 - Present
Siemens Healthcare October 2012 - September 2014
Siemens Energy May 2011 - October 2012
Evershore Financial Group January 2011 - May 2011
The Central Florida Partnership - myregion.org February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Marketing, International Business..., Strategy, Business Development, Mathematics, Microsoft Office, SPSS, StatTools, Minitab, Website Development, Digital Marketing, Marketing Plan Pro..., ProModel Simulation...
Education
Northwestern University School of Law 2015 — 2016
Master's degree, Law
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing and International Business
Rollins College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Thomas Coghill III Thomas Coghill III's Evershore Financial Group Experience March 2012 - November 2013
Job Investment Advisor Representative at Gradient Advisors, LLC
Industry Financial Services
Experience
Gradient Advisors, LLC February 2015 - Present
LamaChill, LLC September 2008 - Present
Evershore Financial Group March 2012 - November 2013
Skills
Comprehensive Financial..., Wealth Managem, Investment Adv, Retirement Preparation, Estate Planning, Charitable, Risk Management, Group Benefit Plans, Qualified Retirement..., Charities, IRAs, 401k, Fixed Annuities, Finance, Sales, Social Media, Leadership, Social Networking, Customer Service, Management, Marketing, Microsoft Office, Social Media Marketing
Education
Old Dominion University 2008 — 2010
MBA, Maritime and Port Managment
Flagler College 2004 — 2008
Bachelor of Arts, Business Administration; Spanish with minors in Economic and Finance
Gradient Advisors, LLC February 2015 - Present
LamaChill, LLC September 2008 - Present
Evershore Financial Group March 2012 - November 2013
Skills
Comprehensive Financial..., Wealth Managem, Investment Adv, Retirement Preparation, Estate Planning, Charitable, Risk Management, Group Benefit Plans, Qualified Retirement..., Charities, IRAs, 401k, Fixed Annuities, Finance, Sales, Social Media, Leadership, Social Networking, Customer Service, Management, Marketing, Microsoft Office, Social Media Marketing
Education
Old Dominion University 2008 — 2010
MBA, Maritime and Port Managment
Flagler College 2004 — 2008
Bachelor of Arts, Business Administration; Spanish with minors in Economic and Finance
Joshua Calisti Joshua Calisti's Evershore Financial Group Experience May 2015 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group May 2015 - Present
Executive Adjusting Consultants April 2008 - May 2015
Jaguar Land Rover North America December 2013 - November 2014
Mercedes-Benz USA November 2012 - November 2013
Mercedes Benz USA March 2008 - September 2012
Skills
Financial Planning, Financial Analysis, Wealth Management, Investment Advisory, Tax-advantaged..., Retirement Planning, Small Business..., Estate Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Education Funding, Finance, Analysis, Budgets, Advertising, Strategic Planning, Customer Service, Sales, Management
Education
Northwood University-Florida 2006 — 2008
Bachelor's degree, Marketing & Management
Binghamton University 2004 — 2006
Economics
Rockland Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Evershore Financial Group May 2015 - Present
Executive Adjusting Consultants April 2008 - May 2015
Jaguar Land Rover North America December 2013 - November 2014
Mercedes-Benz USA November 2012 - November 2013
Mercedes Benz USA March 2008 - September 2012
Skills
Financial Planning, Financial Analysis, Wealth Management, Investment Advisory, Tax-advantaged..., Retirement Planning, Small Business..., Estate Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Education Funding, Finance, Analysis, Budgets, Advertising, Strategic Planning, Customer Service, Sales, Management
Education
Northwood University-Florida 2006 — 2008
Bachelor's degree, Marketing & Management
Binghamton University 2004 — 2006
Economics
Rockland Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Christian Rasband Christian Rasband's Evershore Financial Group Experience May 2009 - Present
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group May 2009 - Present
Heritage Financial Group April 2008 - May 2009
Skills
Series 7, Series 66, Personal Financial..., Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Investments, Securities, Retirement Planning, Health and Life License, Networking, Piano, Basketball, Football, Running, LDS, Estate Planning, Business Valuation, Intergenerational..., Licensed Life Insurance..., Financial Analysis
Education
Brigham Young University 2002 — 2009
B.A., Economics, Business Management
Frankfurt International School 1999 — 2003
Evershore Financial Group May 2009 - Present
Heritage Financial Group April 2008 - May 2009
Skills
Series 7, Series 66, Personal Financial..., Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Investments, Securities, Retirement Planning, Health and Life License, Networking, Piano, Basketball, Football, Running, LDS, Estate Planning, Business Valuation, Intergenerational..., Licensed Life Insurance..., Financial Analysis
Education
Brigham Young University 2002 — 2009
B.A., Economics, Business Management
Frankfurt International School 1999 — 2003
Steven Shuman Steven Shuman's Evershore Financial Group Experience September 2013 - March 2014
Job Business Solutions Consultant at Andesa Services, Inc.
Industry Financial Services
Experience
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Dani N. Ring's Evershore Financial Group Experience February 2014 - July 2014
Job
Industry Construction
Experience
Jim's Plumbing and Irrigation January 2007 - Present
Evershore Financial Group February 2014 - July 2014
Commissioner Lee Constantine's Office March 2013 - June 2013
Miller's Ale House March 2011 - March 2013
Department of Juvenile Justice January 2012 - May 2012
Skills
Project Management, Construction, Analytical Skills, Marketing Strategy, Business Development, Public Policy, Public Speaking, Legal Research, People Skills, Motivated self-starter, Teamwork, Financial Strategy, Organizational..., Building Permits, Organization, Time Management, Fundraising, Political Campaigns, Close Attention to..., Graphic Design, Project Planning, Critical Thinking, Microsoft Word, Planning & Execution of..., Investments, Nonprofits, Life Insurance, Disability Insurance, Facebook, Customer Service, Data Entry, Event Planning, PowerPoint, Customer Satisfaction, Social Networking, Building Codes, Public Relations, Marketing, Leadership, Social Media, Management, Team Building
Education
Florida State University 2010 — 2012
Bachelor's degree, Political Science and Government / International Affairs
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Political Science and Government
Jim's Plumbing and Irrigation January 2007 - Present
Evershore Financial Group February 2014 - July 2014
Commissioner Lee Constantine's Office March 2013 - June 2013
Miller's Ale House March 2011 - March 2013
Department of Juvenile Justice January 2012 - May 2012
Skills
Project Management, Construction, Analytical Skills, Marketing Strategy, Business Development, Public Policy, Public Speaking, Legal Research, People Skills, Motivated self-starter, Teamwork, Financial Strategy, Organizational..., Building Permits, Organization, Time Management, Fundraising, Political Campaigns, Close Attention to..., Graphic Design, Project Planning, Critical Thinking, Microsoft Word, Planning & Execution of..., Investments, Nonprofits, Life Insurance, Disability Insurance, Facebook, Customer Service, Data Entry, Event Planning, PowerPoint, Customer Satisfaction, Social Networking, Building Codes, Public Relations, Marketing, Leadership, Social Media, Management, Team Building
Education
Florida State University 2010 — 2012
Bachelor's degree, Political Science and Government / International Affairs
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Political Science and Government
Bob Barboni Bob Barboni's Evershore Financial Group Experience October 2008 - Present
Job President at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group October 2008 - Present
Skills
Entrepreneurship, Wealth Management, Comprehensive Financial..., Investment Management, Retirement Savings..., Business Development, Business Strategy, Financial Strategy, Estate and Tax..., College Savings Strategy, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Charitable Giving..., Finance, Leadership, Management
Education
University of Miami
Bachelor's degree, Marketing & Management
Evershore Financial Group October 2008 - Present
Skills
Entrepreneurship, Wealth Management, Comprehensive Financial..., Investment Management, Retirement Savings..., Business Development, Business Strategy, Financial Strategy, Estate and Tax..., College Savings Strategy, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Charitable Giving..., Finance, Leadership, Management
Education
University of Miami
Bachelor's degree, Marketing & Management
Dan Zagata, DBA, CLU, ChFC, CFP's Evershore Financial Group Experience October 2008 - Present
Job Managing Director at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group October 2008 - Present
John Hancock Financial Services September 2002 - October 2008
Volvo Car Group September 2000 - January 2002
Education
Bentley University
Bachelor of Arts (BA), International Economics
Bentley University
Master of Business Administration (MBA), Finance/International Business
International School of Management
DBA - Doctor of Business Administration, International Business
University of Miami
Certificate, Financial Planning
University of Paris I: Panthéon-Sorbonne
Diplôme Approfondi de Français des Affaires, Business/Commerce, General
Evershore Financial Group October 2008 - Present
John Hancock Financial Services September 2002 - October 2008
Volvo Car Group September 2000 - January 2002
Education
Bentley University
Bachelor of Arts (BA), International Economics
Bentley University
Master of Business Administration (MBA), Finance/International Business
International School of Management
DBA - Doctor of Business Administration, International Business
University of Miami
Certificate, Financial Planning
University of Paris I: Panthéon-Sorbonne
Diplôme Approfondi de Français des Affaires, Business/Commerce, General
Cesar R. Bustamante's Evershore Financial Group Experience July 2013 - September 2014
Job Retirement Plan Consultant at Paychex
Industry Sports
Experience
Paychex May 2015 - Present
Orlando Magic February 2015 - May 2015
Orlando Magic September 2014 - April 2015
Evershore Financial Group July 2013 - September 2014
Evershore Financial Group May 2012 - June 2013
Skills
Marketing, Financial Analysis, Marketing Strategy, Investments, Customer Service, Business Strategy, Microsoft Excel, Marketing Communications, Project Management, Event Planning, Public Relations, CRM, Time Management, Spanish, Finance, Financial Strategy, Economics, Business Analysis, Microsoft Office, Microsoft Word, Email Marketing, Outlook, Advertising, Leadership Development
Education
Rollins College 2011 — 2013
Bachelor of Arts (B.A.), Major in Economics, Minor in Business Administration, 3.5
University of Central Florida
Economics
Freedom High School
High School Diploma, 3.75
Paychex May 2015 - Present
Orlando Magic February 2015 - May 2015
Orlando Magic September 2014 - April 2015
Evershore Financial Group July 2013 - September 2014
Evershore Financial Group May 2012 - June 2013
Skills
Marketing, Financial Analysis, Marketing Strategy, Investments, Customer Service, Business Strategy, Microsoft Excel, Marketing Communications, Project Management, Event Planning, Public Relations, CRM, Time Management, Spanish, Finance, Financial Strategy, Economics, Business Analysis, Microsoft Office, Microsoft Word, Email Marketing, Outlook, Advertising, Leadership Development
Education
Rollins College 2011 — 2013
Bachelor of Arts (B.A.), Major in Economics, Minor in Business Administration, 3.5
University of Central Florida
Economics
Freedom High School
High School Diploma, 3.75
Brian Schwarz Brian Schwarz's Evershore Financial Group Experience October 2014 - Present
Job Director of Recruiting at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group October 2014 - Present
Legend Group January 2003 - October 2014
Education
University of Phoenix 2006 — 2008
BSBM, Finance
Florida Atlantic University 1998 — 2000
AA, General
Evershore Financial Group October 2014 - Present
Legend Group January 2003 - October 2014
Education
University of Phoenix 2006 — 2008
BSBM, Finance
Florida Atlantic University 1998 — 2000
AA, General
Alicia Mustain's Evershore Financial Group Experience March 2012 - Present
Job Asst.
Industry Insurance
Experience
Evershore Financial Group March 2012 - Present
Worldata August 2001 - December 2008
Education
Lynn University 1999 — 2001
Evershore Financial Group March 2012 - Present
Worldata August 2001 - December 2008
Education
Lynn University 1999 — 2001
Rosemary Nixon's Evershore Financial Group Experience September 2009 - April 2012
Job Owner, Create Your Best Retirement
Industry Professional Training & Coaching
Experience
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Create Your Best Retirement September 2008 - Present
Evershore Financial Group September 2009 - April 2012
Ameriprise Financial Services, Inc. September 1996 - September 2008
Prudential Real Estate 1988 - 1996
Union Trust 1983 - 1988
Colonial Bank 1979 - 1983
YWCA 1975 - 1979
Retired Senior and Volunteer Program (RSVP) 1970 - 1975
Skills
Executive Coaching, Public Speaking, Certified Retirement..., Personal Financial..., Nonprofit Management, Retired Financial..., Blogger, Leadership Development, Nonprofits, Fixed Annuities, Strategic Financial..., Investments, Estate Planning, Entrepreneurship, Mutual Funds, Insurance, Disability Insurance, Strategic Planning, Retirement, Team Building, Financial Planning
Education
MBA, University of Hartford
Master of Arts (M.A.), Finance and Organizational Behavior
Northeastern University
Master's degree, Political Science and Public Administration
Northeastern University
Bachelor's degree, Political Science and Government
Peter Ream Jr's Evershore Financial Group Experience October 2012 - November 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC November 2013 - Present
Evershore Financial Group October 2012 - November 2013
The Gabor Agency, Inc. January 2006 - September 2012
Morgan Stanley 2004 - 2006
Education
Bethany College
BA, English
Fox Chapel Area High School
PNC November 2013 - Present
Evershore Financial Group October 2012 - November 2013
The Gabor Agency, Inc. January 2006 - September 2012
Morgan Stanley 2004 - 2006
Education
Bethany College
BA, English
Fox Chapel Area High School
Davison Komola's Evershore Financial Group Experience May 2011 - July 2011
Job
Industry Investment Banking
Experience
PCE May 2012 - August 2012
Rollins College February 2011 - August 2011
Evershore Financial Group May 2011 - July 2011
University of North Carolina at Chapel Hill September 2010 - December 2010
Keller Williams Realty Chapel Hill May 2010 - December 2010
University of North Carolina at Chapel Hill May 2009 - August 2009
University of Redlands March 2008 - August 2008
Skills
Visual Basic for..., Bloomberg Equity..., STATA, ESRI ArcGIS, Publisher
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2008 — 2010
BA, Economics
University of Redlands 2007 — 2008
Bachelor's degree, Economics
PCE May 2012 - August 2012
Rollins College February 2011 - August 2011
Evershore Financial Group May 2011 - July 2011
University of North Carolina at Chapel Hill September 2010 - December 2010
Keller Williams Realty Chapel Hill May 2010 - December 2010
University of North Carolina at Chapel Hill May 2009 - August 2009
University of Redlands March 2008 - August 2008
Skills
Visual Basic for..., Bloomberg Equity..., STATA, ESRI ArcGIS, Publisher
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2008 — 2010
BA, Economics
University of Redlands 2007 — 2008
Bachelor's degree, Economics