Executive Financial Group
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Executive Financial Group Employees
Fairway Asset Corporation September 2013 - Present
Fairway Asset Corporation February 2012 - Present
M & M Skin Care, LLC November 2012 - Present
Executive Financial Group February 2005 - Present
Synergic Solutions, LLC May 2010 - December 2012
Proficio Mortgage Ventures LLC June 2011 - January 2012
Just Mortgage Inc April 2010 - April 2011
Arid Construction Corp. January 2008 - October 2009
USA Development Services, Inc. April 2006 - May 2008
USA Financial Services, Inc. January 2002 - June 2006
Skills
Loans, Mortgage, Credit, Negotiation, Strategic Planning, Residential, Budgeting, Analysis, Due Diligence, Refinance, Business Strategy, Problem Solving, Financial Analysis, Mortgage Lending, Funding, Microsoft Office, Process Engineering, FHA, VA, New Business Development, Advertising, Short Sales, Conventional, Loan Origination, Contract Negotiation, Construction, Forecasting, Account Management, Underwriting, Sales Management, Compliance, Real Estate, Skin Care Products, Budgets, Leadership, Banking, Customer Satisfaction, Customer Support, Customer Oriented, Investments, Real Estate Financing, Mortgage Banking, Commercial Mortgages, Commercial Lending, Risk Management, Portfolio Management, Cash Management, Process Improvement, Asset Management, Strategic Financial...
Education
Syracuse University 1985 — 1990
BS, Mathematics; Mechanical Engineering
MaritzCX March 2015 - Present
MaritzCX June 2013 - March 2015
Walgreens February 2009 - June 2013
Executive Financial Group June 2008 - November 2008
Skills
Cashiering, Inventory Management, Loss Prevention, Inventory Control, Store Management, Retail Sales, Visual Merchandising, Cash Handling Experience, Retail, Merchandising, Cash Register, Time Management, Store Operations, Customer Satisfaction, Customer Service, Data Entry, Phone Etiquette, Profit, Planograms, Microsoft Excel
Education
University of Missouri-Saint Louis 2005 — 2008
Bachelor of Science, Finance
Meramec Community College 2002 — 2005
Associates Degree, General Studies
Ministry of Finance & Economic Development November 2012 - Present
Wagons (General Merchandise) June 2012 - June 2014
Saint John's College, School of Liberal Arts January 2013 - May 2013
Unigrocery/Campus Grocer 2011 - 2012
Executive Financial Group 2011 - 2012
Baby Wagons 2007 - 2010
Central Bank of Belize December 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Entrepreneurship, Leadership, PowerPoint, Microsoft Office, Customer Service, Business Strategy, Microsoft Word, Analysis, Strategic Planning, Investments, Business Planning, Public Speaking, Marketing, Business Analysis, Business Development, Sales, Insurance, Retail
Education
Saint Louis University 2009 — 2011
Bachelor of Science (B.Sc.) in Business Administration, Finance
Saint John's College, Belize City, Belize 2007 — 2009
Associate of Science (A.S.), Accounting and Business/Management
Maritz Travel Company February 2015 - Present
Maritz Travel Company May 2013 - February 2015
Maritz Travel Company November 2010 - April 2013
Executive Financial Group March 2009 - October 2010
Vector Marketing, Inc May 2005 - October 2005
Skills
Spanish, FINRA Series 6, Customer Service, Event Management, Customer Relations, Inventory Management, Series 6, Management, CRM, Sales, Meeting Planning, Account Management, Budgets, Corporate Events, Hospitality, Trade Shows, Marketing, Hotels, Event Planning
Education
University of Missouri-Columbia 2005 — 2008
B.A., International Studies
Saint Louis University High School 2001 — 2004
High school diploma
Executive Financial Group 1988 - Present
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance
Delmar Financial Company March 2013 - Present
RASI 2009 - August 2014
Midwest Mortgage Capital LLC November 2012 - March 2013
Associated Bank 2010 - November 2012
Executive Financial Group 2009 - 2010
Centrue Bank 2006 - 2009
Regions Bank 2003 - 2006
Gershman Mortgage 2000 - 2004
Skills
Construction Loans, First Time Home Buyers, FHA, Mortgage Lending, Mortgage Banking, Refinance, VA loans, USDA, Loan Origination, Loans, Residential Mortgages, FHA financing, Commercial Lending, Real Estate, Certified Mortgage..., Real Estate Financing, Underwriting, Referrals, Credit, Commercial Banking, Home Equity Lines of..., Investments, Condos, Home Equity Loans, Consumer Lending, Credit Analysis, Non-Conforming, Small Business Lending, Government Loans, Banking, Mortgage Marketing, Reverse Mortgages, Foreclosures, Commercial Mortgages, Branch Management, Investment Properties, USDA Rural Housing, Cross Selling, Real Estate Economics, Title Insurance, VA Loans, FHA Financing
Education
Lindenwood University 2012 — 2015
Bachelor of Business Administration (B.B.A.)
O'Fallon Township Highschool 1993 — 1996
Ædifica Case Engineering June 2015 - Present
Mc Nealy Engineering Inc March 2013 - May 2015
Executive Financial Group November 2011 - February 2013
Farmers Insurance April 2011 - November 2011
Skills
Insurance, Investments, Construction, Construction Management, Sales, Structural Engineering, Team Building, Marketing, Financial Services, Renovation, Health Insurance, Residential Homes
Education
University of Illinois at Urbana-Champaign 1985 — 1986
MSCE, Structural Engineering
Purdue University 1980 — 1984
BSCE, Civil Engineering
Saint Louis MO December 2013 - Present
SSM Cardinal Glennon Children's Hospital / Saint Louis Cord Blood Bank September 2010 - November 2013
SIGMA-ALDRICH November 2009 - February 2010
Executive Financial Group September 2005 - November 2009
GENOMIC REGULATION, LLC January 2000 - January 2009
Saint Louis University January 2001 - January 2005
THE DONALD DANFORTH PLANT SCIENCE CENTER January 1999 - December 2000
University of Missouri January 1992 - January 1999
Skills
Poster presented at..., Poster presented at..., Blood, Biotechnology, Posters, Molecular Biology, Lifesciences, Grant Writing, ELISA, Teaching, PCR, Cell Biology, Genetics, Cell, Genomics, Microbiology, Research, Laboratory, Clinical Research, Biochemistry, Assay Development, Science, Immunology, Biology, Stem Cells, FDA, DNA, Western Blotting, Cell Culture, In Vivo, Flow Cytometry, GLP, Immunohistochemistry, qPCR, Life Sciences
Education
University of California, Riverside 1988 — 1990
Molecular Evolution; Alfred P. Sloan Postdoctoral Fellowship
The University of Georgia 1983 — 1988
Ph.D., Genetics
University of South Carolina-Columbia 1981 — 1983
M.S, Marine Science
University of North Carolina at Chapel Hill 1979 — 1981
B.S, Zoology
Concord Academy 1974 — 1976
Brico LLC June 2011 - Present
Qypsys March 2013 - January 2014
Axcsys Technologies January 2010 - February 2013
Executive Financial Group January 2009 - February 2011
Merlin Stelzer Sales October 1999 - December 2008
W.W. Grainger 1977 - 1999
Skills
Marketing, Leadership, Time Management, Financial Services, Telecom BSS, Global Sourcing, Brand Loyalty, Supplier Evaluation, Marketing Management, E-commerce, Business Planning, Sales Management, Business Development, New Business Development, Strategic Planning, Sales, Sales Presentations, Solution Selling, B2B, Strategy, Direct Sales, Account Management, Enterprise Software, Cross-functional Team..., Forecasting, Business Strategy, Contract Negotiation, Competitive Analysis, Sales Operations, Salesforce.com, Selling, Key Account Management, CRM, Process Improvement, Negotiation, Training, Pricing, IP, Sales Process, Customer Retention, Strategic Partnerships, Market Planning, P&L Management, Channel Partners, International Sales, Product Marketing, Start-ups, Executive Management, Market Analysis, Cold Calling
Education
Purdue University 1993 — 1997
MBA, Marketing
Southern Illinois University, Edwardsville 1979 — 1983
Bachelor of Science, I/O Psychology
Althoff Catholic High School 1973 — 1977
Marc Lesser's Companies October 2004 - Present
Executive Financial Group 1999 - Present
Education
University of California, Santa Barbara 1983 — 1986
Bachelor of Arts, Business Economics
Pursue Your Purpose April 2012 - Present
Smart Minds Tutoring April 2011 - October 2012
Self-Employed July 2011 - July 2012
Principal Financial Group October 2006 - June 2009
Executive Financial Group January 2004 - December 2004
Skills
Leadership, Training, Public Speaking, Coaching, Public Relations, Fundraising, Community Outreach, Non-profits, Team Building, Budgets, PowerPoint, Research, Nonprofits, Event Planning, Change Management, Entrepreneurship, Project Management, Organizational..., Leadership Development, Employee Benefits, Management, Staff Development, Sales Management, Teaching, Microsoft Excel, Human Resources, Program Management, Social Networking, Consulting, New Business Development, Market Research, Interviews, Government, Small Business, Workshop Facilitation, Executive Coaching, Conflict Resolution, Recruiting, Start-ups, Strategic Planning, Motivational Speaking, Personal Development, Strategy
Education
University of Missouri-Columbia 1995 — 1999
B.S., Business & Public Administration w/ Management emphasis
University of Phoenix - (St. Louis, MO campus) 2000 — 2002
M.A., Organizational Management
City Vision College 2010 — 2010
B.S. in Nonprofit Management, Business, Non-profit Management, Missions
Lincoln Sr. High 1991 — 1995
High School Diploma, General Studies
UMB Bank August 2014 - Present
Landmark Bank September 2012 - July 2014
Landmark Bank September 2011 - October 2012
VAMortgagecenter.com September 2010 - September 2011
JP Morgan Retirement Plan Services February 2010 - September 2010
Executive Financial Group 2010 - 2010
Shelter Insurance Companies December 2007 - December 2008
Skills
Series 6, Series 63, 401k, Rollovers, Insurance, Risk Management, Vendor Management, Credit Analysis, Mortgage Lending, Loan Origination, Underwriting, Strategy, Credit, Mortgage Banking, Loans, Banking, Process Improvement, Management, Financial Risk, Finance, Investments, Portfolio Management, New Business Development
Education
University of Missouri-Columbia 2005 — 2009
Business Administration
OWMO Management, LLC May 2012 - Present
Executive Financial Group August 2006 - July 2015
Skills
Customer Service, Marketing, Public Speaking, Management, Event Planning, Event Management, Fundraising, Public Relations
Education
Briar Cliff University 1993 — 1995
BA, Sociology
Morningside College 1991 — 1993
BA, Sociology
Montgomery College 1989 — 1991
AA, Sociology
Decker, Jones, McMackin, McClane, Hall & Bates, P.C. August 2010 - Present
Gerry Beyer May 2008 - May 2010
Decker Jones May 2009 - June 2009
Alliance For Children February 2006 - August 2007
Executive Financial Group February 2007 - April 2007
Education
Southern Methodist University Dedman School of Law 2012 — 2014
Master of Laws (LL.M.), Taxation
Texas Tech University School of Law 2007 — 2010
JD
The University of Texas at Arlington
Bachelor of Business Administration, Finance
Retirement Advisory Group August 2008 - Present
Executive Financial Group May 2004 - July 2008
Edward Jones February 1999 - April 2004
Skills
Retirement Planning, IRAs, Retirement, Estate Planning, Customer Satisfaction, Life Insurance, Fixed Annuities, Strategic Financial..., Financial Services, Small Business, Financial Planning, Customer Service, Sales
Education
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor's of Science, Molecular and Integrative Physiology with minor in Chemistry
University of Illinois at Urbana-Champaign 1994 — 1999
LGT Financial Advisors LLC January 2009 - Present
Lido Advisors March 2013 - Present
Executive Financial Group March 2008 - December 2008
Merrill Lynch March 2006 - February 2008
Skills
Investments, Personal Financial..., Insurance, Wealth Management..., Estate Planning
Education
Duke University School of Law 1991 — 1994
Juris Doctor
Bucknell University 1987 — 1991
Bachelor of Arts, Economics
Suffield Academy 1983 — 1987
High School Diploma
Executive Financial Partners of Kansas City, Inc. February 2007 - Present
Executive Financial Group January 2001 - February 2007
MetLife November 1988 - January 2001
Education
University of Missouri-Columbia 1981 — 1985
W Financial Services April 2002 - Present
Executive Financial Group September 1999 - March 2002
MetLife Auto & Home March 1998 - October 1999
Skills
Risk Management, Mergers, Financial Modeling, Strategic Planning, Negotiation, Customer Service, Investments, Retirement Planning, Underwriting, Strategic Financial..., Health Insurance, Health Savings Accounts, Disability Insurance, Mergers & Acquisitions, Employee Benefits, Financial Planning, Brokers, Insurance, Management
Education
Dominican University
.
Enterprise Holdings January 2015 - Present
Enterprise Holdings, Inc. August 2013 - January 2015
Macy's May 2008 - July 2013
Macy's Midwest February 2005 - May 2008
MAC Meetings & Events June 2004 - 2005
Executive Financial Group June 2003 - June 2004
Skills
Analysis, Merchandising, Assortment, Vendor Relations, Allocation, Inventory Management, Tactical Planning, Forecasting, Buying, Negotiation, Replenishment, Planning, Excel, Financial Planning, Strategic Planning, Profitability, CPFR, Time Management, Merchandise Planning, Asset Allocation, Retail, Vendor Management, Trend Analysis, Inventory Control, Purchasing, Apparel, Microsoft Excel, Profit, Project Planning, Real Estate, Store Management
Education
Georgetown University 1999 — 2003
BA, Russian, Business, Economics
Saint Louis U. High
BMO Harris Financial Advisors March 2007 - Present
Executive Financial Group April 2004 - March 2007
Skills
Retirement Planning, Investments, Financial Planning, Financial Advisory, Asset Allocation, Long Term Care Insurance, Finance, Wealth Management, Strategic Financial..., Insurance, Financial Planners, Investment Strategies, Mutual Funds, Wealth, Investment Advisory, Series 7, Portfolio Management
Education
University of Missouri-Columbia 2002 — 2004
MBA, Finance
Vanderbilt University 1995 — 1999
BA, Business, Psychology, Communications, and Latin American History
Hilton St. Louis Downtown May 2010 - Present
Executive Financial Group November 2004 - March 2008
Education
Southern Illinois University, Edwardsville 1998 — 2004
Everyday Triathlete March 2011 - Present
Wealth Management Serivces July 2009 - Present
Scottrade April 2009 - May 2009
Executive Financial Group June 2008 - November 2008
JPMorganChase (Hong Kong) June 2008 - August 2008
Fubon Financial Holding Company June 2006 - August 2006
Skills
Mandarin, Life Insurance, Alternative Investments, Investments, Fixed Income Strategies, Equities, Financial Services, Finance, Microsoft Office, Data Analysis, Management, Trading, PowerPoint, Research
Education
Saint Louis University 2004 — 2008
Bachelors, Finance
TAS 1998 — 2004
Executive Financial Group August 2009 - Present
Southern Illinois University February 2008 - May 2009
Education
Southern Illinois University, Carbondale 2007 — 2009
Masters, Business Administration
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Accounting
RGL Advisors January 2010 - December 2013
TD Ameritrade February 2007 - January 2010
Executive Financial Group January 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Business Valuation, Mergers, Valuation, Mergers & Acquisitions, Private Equity, Finance, Investments, Series 7, Financial Reporting, Economics, Financial Services, Securities, Business Strategy, Due Diligence, Portfolio Management
Education
University of Arkansas at Fayetteville 2000 — 2005
BSBA, Finance
University of Pittsburgh 2004 — 2004
Semester at Sea Study Abroad Program
Wells Fargo Advisors April 2014 - Present
Executive Financial Group February 2012 - March 2014
Realty Exchange August 2009 - September 2010
GE Money October 2007 - October 2008
Skills
Real Estate, Negotiation, Forecasting, Loans, Strategic Planning, Credit, Financial Analysis
Education
Washington University in St. Louis 2009 — 2011
MBA, Finance
University of Phoenix 2006 — 2008
Bachelor of Science (BS), Business Management
SunEdison July 2015 - Present
CSC February 2013 - July 2015
Computer Sciences Corp August 2006 - February 2013
Verizon Business November 2004 - August 2006
Executive Financial Group September 2003 - November 2004
Skills
IT Outsourcing, Service Delivery, Outsourcing, IT Service Management, Strategic Financial..., Financial Analysis, ITIL, IT Strategy, Sla, Process Improvement, IT Management, Program Management, Vendor Management, Strategic Planning, Risk Management, Financial Reporting, Essbase, Financial Modeling, Hyperion Enterprise, IT Operations, Management, Finance, Financial Planning, SLA
Education
Saint Louis University 1999 — 2003
Bachelor's Degree, Finance
Saint Louis University 1999 — 2003
Bachelor of Science, Business Administration; Finance
BAM Advisor Services September 2014 - Present
The Smith Companies, a Producers Choice Network Partner September 2010 - August 2014
Executive Financial Group March 2010 - August 2010
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Life Insurance, IRAs, Asset Allocation, Term Life Insurance, Indexed Annuities, 401k, Wealth Management, Investment Advisory, Wealth, Investments, Financial Services, Financial Analysis, Retirement, Asset Management, Series 6, Financial Planners
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science, Economics
O'Fallon Township High School 2001 — 2005
Hilton St. Louis Downtown November 2010 - Present
Hilton St. Louis Downtown May 2010 - November 2010
Executive Financial Group October 2004 - March 2008
Skills
Recruiting, Human Resources, Employee Relations, Employee Engagement, Onboarding, Performance Management, HR Policies, Personnel Management, Benefits Administration, Organizational...
Education
Southern Illinois University, Edwardsville 1998 — 2002
Bachelor's of Science, Psychology
Executive Financial Group September 2012 - Present
Unisys 2005 - 2010
Unisys 1999 - 2005
Unisys 1997 - 1999
Unisys 1988 - 1997
Skills
Strategic Planning, Project Management, Operations Management, Resource Management, Financial Reporting, Data Analysis, Employee Retention, Staffing Services, Training & Development, Recruiting, Forecasting, Process Design, Performance Reviews, Team Leadership, Management, Program Management, Employee Training, Budgets, Customer Service, Cross-functional Team..., Business Strategy, Project Planning, Training, Outsourcing, Vendor Management, Sales, Process Improvement, Finance, Executive Management, Business Analysis, Strategy, Risk Management
Education
Southern Illinois University, Edwardsville 1985 — 1988
MBA, Finance & Mgt
Southeast Missouri State University
BSBA, Accounting