Executive Financial Services
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Executive Financial Services Employees
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
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
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
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.)
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
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
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
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
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
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
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
Pinpoint Financial, LLC April 2008 - Present
Executive Financial Services September 1984 - April 2008
Education
Christian Brothers University 1977 — 1981
BS Business Administration, Accounting