Executive Financial Services

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Executive Financial Services Employees

Employee
Years
Job
Industry
Mohammad Mehmood Mohammad Mehmood Kitchener, Canada Area Details
Mohammad Mehmood's Executive Financial Services Experience 2008 - Present
Job Financial Security Advisor /Broker at Executive Financial Services
Industry Financial Services
Experience
Executive Financial Services   2008 - Present
Khan's Marketing   2005 - 2008

Skills
Strategic Financial..., Retirement Planning, Securities, Disability Insurance, Critical Illness, Retirement, Insurance, Investments, Wealth Management, Mutual Funds, Strategic Planning

Education
Glendale Secondary School
Business and Marketing

Seneca College of Applied Arts and Technology
Business Administration

Kathryn Phinney Kathryn Phinney Belton, Texas Details
Kathryn Phinney's Executive Financial Services Experience 2012 - Present
Job Student at University of Mary HardinBaylor
Industry Medical Practice
Experience
Executive Financial Services   2012 - Present
Pine Cove Outback   May 2014 - August 2014
First Baptist Church of College Station, TX   May 2013 - August 2013

Skills
Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Research, Public Speaking, Data Entry

Education
University of Mary Hardin-Baylor   2012 — 2016
Bachelor of Science in Nursing (BSN), Nursing

A&M Consolidated High School   2009 — 2012
High School

Dennis Hernandez - Jumbo / Condo Specialist Dennis Hernandez - Jumbo / Condo Specialist Miami/Fort Lauderdale Area Details
Dennis Hernandez - Jumbo / Condo Specialist's Executive Financial Services Experience April 2002 - July 2005
Job No Overlays Financing NMLS 450916
Industry Real Estate
Experience
Retail Bank   June 2014 - Present
Banesco USA  April 2014 - June 2014
Bank of America  December 2012 - March 2014
Wells Fargo Home Mortgage  July 2007 - December 2012
JPMorgan Chase  July 2005 - June 2007
Executive Financial Services   April 2002 - July 2005

Skills
Mortgage Lending, REO, First Time Home Buyers, Foreclosures, Residential Homes, Short Sales, Investors, FHA, Loans, Refinance, Loan Origination, Condos, Investment Properties, Residential Mortgages, FHA financing, Single Family Homes, Government Loans, Credit, VA loans, Mortgage Banking, Selling, Banking, Real Estate Transactions, Real Estate, Investments, Commercial Real Estate, Sellers, Relocation, USDA, Reverse Mortgages, Referrals, Real Property, Real Estate Financing, HUD, Mortgage Underwriting, Luxury, Credit Analysis, HomePath, Mortgage Marketing, Home Equity Loans, Home Equity Lines of...

Education
Florida International University   1998 — 2000
Bachelor of Arts (B.A.), Public Administration

Miami Dade College   1996 — 1998
Associate of Arts (A.A.), Public Administration

Brian Beall Brian Beall Bloomington, Indiana Details
Brian Beall's Executive Financial Services Experience January 1995 - December 1999
Job Senior Insurance Advisor
Industry Financial Services
Experience
Gates Insurance, Inc.   January 2014 - Present
Heritage Advisory Group/OneAmerica General Agency   January 2000 - December 2013
Executive Financial Services   January 1995 - December 1999
CSC, Inc.   September 1989 - December 1994
Indiana University  June 1986 - August 1989
National Steel Corporation  June 1982 - May 1986

Skills
Leadership, Retirement Planning, Insurance, Management, Business Development, Sales, Budgets, Marketing, Investments, Employee Benefits, Small Business, Employee Training, Customer Satisfaction, Time Management, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Consulting, Long-term Care

Education
Indiana University - Kelley School of Business   1978 — 1982
Bachelor of Science, Business Management - Information Systems

Indiana University Bloomington
Bachelor of Business Administration (B.B.A.)

John Fattibene John Fattibene Greater Philadelphia Area Details
John Fattibene's Executive Financial Services Experience April 2002 - January 2004
Job Owner, Harvest Financial Partners
Industry Financial Services
Experience
Harvest Financial Partners   March 2008 - Present
Carnegie Wealth Management   2004 - 2008
Executive Financial Services   April 2002 - January 2004
Wilmerding & Associates   2001 - 2002
The Vanguard Group  May 1997 - December 2000
Bank of America  1986 - 1997

Education
University of Maryland Francis King Carey School of Law   1991 — 1995
JD, Law

Vassar College   1981 — 1985
BA, Economics

Fairfield Prep   1978 — 1981

Timothy Dwight

Hans Gochenaur Hans Gochenaur Greater New York City Area Details
Hans Gochenaur's Executive Financial Services Experience 1990 - 1991
Job Higher Education Staff Administrator
Industry Higher Education
Experience
ATSD Karate (Philadelpia)   March 2006 - August 2010
Tetra Tech  November 2002 - September 2004
Flourtown Country Club  1991 - 2003
OfficeTeam  1999 - November 2002
Manor College  1995 - 1999
Employers Management Group   1991 - 1995
Executive Financial Services   1990 - 1991
IRUS Corp.   1988 - 1990

Skills
Event Planning, Career Counseling, Public Speaking, Team Building, Coaching, Budgets, Marketing, Customer Service, Recruiting

Education
Gettysburg College   1982 — 1986
BA, English

Blair Academy

Montgomery County Community College

Temple University

Carol Weaver Carol Weaver West Lafayette, Indiana Details
Carol Weaver's Executive Financial Services Experience April 1986 - June 1995
Job Communications Specialist at Purdue University
Industry Higher Education
Experience
Purdue University  September 2010 - Present
Purdue University  July 1995 - September 2010
Executive Financial Services   April 1986 - June 1995

Skills
Public Speaking, Microsoft Office, Adobe Acrobat, Music Education, Proofreading, Zope, Dreamweaver, Newsletters, Facebook, Student Affairs, Higher Education, Public Relations, Nonprofits, Grant Writing, Creative Writing, Technical Writing, Editing, Community Outreach, Event Planning, Social Media, Customer Service, Social Networking

Education
Union University   1981 — 1985
Bachelor of Music Education, Vocal

Austin Peay State University   1979 — 1981
Business Education

Douglas Martin, CLU Douglas Martin, CLU Miami/Fort Lauderdale Area Details
Douglas Martin, CLU's Executive Financial Services Experience 1996 - Present
Job President at Executive Financial Services
Industry Financial Services
Experience
Executive Financial Services   1996 - Present
Allmerica Financial Services   July 1996 - January 2001
Northwestern Mutual  1980 - 1996

Skills
Asset Protection, Asset Management, Estate Planning, Business Planning, Employee Benefits, Income Protection, Income, Funding, Investments, Asset Managment, Life Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Retirement, Disability Insurance

Education
The American College   1985 — 1988
Chartered Life Underwriter, Financial Planning and Services

University of Miami   1975 — 1979
BA, Studio Music & Jazz/ Insurance

Bradley Thurber Bradley Thurber Greater Salt Lake City Area Details
Bradley Thurber's Executive Financial Services Experience August 2007 - September 2008
Job Senior Storage Engineer at Zions Bancorporation
Industry Information Technology and Services
Experience
Zions Bancorporation  December 2013 - Present
Boart Longyear  October 2008 - May 2014
Executive Financial Services   August 2007 - September 2008

Skills
NetApp, Storage Architecture, Enterprise Storage, Servers, Windows Server, Active Directory, Networking, Data Center, Integration, VPN, DNS, Troubleshooting, VMware, System Administration, Help Desk Support, Virtualization, Databases, Microsoft Exchange, WAN, IT Management, Storage Solutions, Storage, Cloud Storage

Education
ITT Technical Institute-Murray   1996 — 1998
Associate's degree, Electrical and Electronics Engineering

Douglas Ladley Douglas Ladley Greater Philadelphia Area Details
Douglas Ladley's Executive Financial Services Experience May 1994 - August 1994
Job Supervisor Global Middle Office Equity at Vanguard
Industry Financial Services
Experience
Vanguard  March 2012 - Present
STP Investment Services, Inc   June 2009 - December 2011
Capmark Finance Inc  September 2007 - April 2009
StateStreet Financial Services   August 2006 - September 2007
Delaware Investments  August 2005 - August 2006
Morgan Stanley Investment Management  September 2002 - September 2005
Morgan Stanley Investment Management  January 2000 - September 2002
Delaware Investments  June 1997 - December 1999
Executive Financial Services   May 1994 - August 1994

Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office

Education
Muhlenberg College   1993 — 1997
Bachelor of Arts, Economics; Finance

DeSales University, Center
Masters, Business Administration; Finance

LaSalle

Annie Collier Annie Collier Saint Louis, Missouri Details
Annie Collier's Executive Financial Services Experience Financial AnalystSelf-employedOctober 2005 - June 2014
Job Financial Services Professional at Executive Financial Services
Industry Financial Services
Experience
Executive Financial Services   Financial AnalystSelf-employedOctober 2005 - June 2014

Skills
Financial Reporting, Financial Modeling, Strategic Financial..., Financial Analysis, Accounting, Forecasting, Variance Analysis, Finance, Internal Controls, Corporate Finance, Valuation, Hyperion Enterprise, Financial Accounting, Managerial Finance

Education
Ashford University

W. Allan Hensley W. Allan Hensley Memphis, Tennessee Details
W. Allan Hensley's Executive Financial Services Experience September 1984 - April 2008
Job CPA, CPC at Pinpoint Financial, LLC
Industry Financial Services
Experience
Pinpoint Financial, LLC   April 2008 - Present
Executive Financial Services   September 1984 - April 2008

Education
Christian Brothers University   1977 — 1981
BS Business Administration, Accounting