Financial Design Associates
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Financial Design Associates Employees
Financial Design Associates Mortgage Litigation Specialist IIBank of AmericaJanuary 2012 - Present
Skills
Account Management, Cold Calling, Customer Service, Insurance, Leadership, Marketing, Microsoft Office, Public Speaking, Sales, Strategic Planning
Education
University of North Florida 1999 — 2002
BA, Political Science
Bessemer Trust July 2012 - Present
JPMorgan Chase October 2009 - May 2012
Financial Design Associates June 2008 - September 2009
US Navy May 2002 - June 2008
Skills
Investments, Asset Management, Risk Management, Asset Allocation, Private Equity, Finance, Program Management, Financial Modeling, Alternative Investments, Military, Security Clearance, DoD, Operational Planning, Business Strategy, Team Leadership, Financial Analysis, Military Operations, Government, Business Development, Wealth Management, Military Experience
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 1998 — 2002
Bachelor's of Science, Economics
Shaker High School
CBD Science, LLC February 2010 - Present
Financial Design Associates February 1989 - February 2009
BDA 1991 - 1993
Business Design Associates, Inc. September 1989 - December 1991
Trader on the NYFE February 1987 - October 1989
Merrill Lynch April 1980 - January 1987
Skills
Public Speaking, Wellness, Research, Healthcare, Community Outreach
Education
University of California, Berkeley 1989 — 1992
PFP, Personal Financial Planning
Maharishi University of Management 1975 — 1978
BA, Interdiscipline
Boston College 1975 — 1976
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Financial Design Associates 2013 - 2015
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Research, Data Analysis, Leadership, Marketing, Statistical Data...
Education
Emory University 2009 — 2013
Bachelor's Degree, Political Science and Government, 3.65
Maine South
Barnett Wealth Advisors July 2014 - Present
Financial Design Associates December 2012 - July 2014
Merrill Lynch February 2012 - June 2012
Merrill Lynch February 2011 - March 2012
Fidelity Investments January 2008 - March 2011
Prosperity Bank August 2006 - April 2008
Skills
Investments, Portfolio Management, Fixed Income, Financial Analysis, Wealth Management
Education
Elon University 2001 — 2005
BS
Financial Design Associates August 2015 - Present
Skills
Program Management, Project Coordination, Team Management, Proformas, Customer Service, Event Planning, Microsoft Office, Childcare, Elementary Education, Higher Education, Research, Leadership, Teamwork
Education
Emory University 2010 — 2014
Bachelor of Arts (BA)
Financial Design Associates September 2014 - Present
Education
Troy University 1999 — 2003
Bachelor's degree, Broadcast Journalism & Public Relations
Information and Display Systems a Division of SMT January 2011 - Present
ScanMD LLC June 2010 - January 2011
Financial Design Associates February 2001 - December 2009
Financial Design Associates February 2001 - December 2009
Financial Design Associates February 2001 - February 2007
TEKSystems, Inc October 2000 - January 2001
U.S. Navy January 1981 - January 2001
Skills
Servers, Program Management, Operations Management, Microsoft Office, HP
Education
Saint Leo University
BA, Business Administration - Information Technology/MIS
Florida State College at Jacksonville
Associates, Science Industrial Management
University of North Florida
New Horizons Computer Learning Center
GAT (German American Technologies) April 2015 - Present
GAT (German American Technologies) March 2011 - April 2015
Financial Design Associates August 2010 - October 2011
Northwestern Mutual March 2009 - August 2010
Superior Health Management January 2007 - March 2009
Skills
Retirement, Fitness, Customer Service, Selling, Recruiting, Sales, Retirement Planning, Coaching, Leadership, Management, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Team Building
Education
University of North Florida 2001 — 2006
BS, Political Science & Health
The Cross Agency August 2015 - Present
Murphy Pipeline Contractors May 2014 - Present
Keller Williams Jacksonville July 2013 - April 2014
Financial Design Associates 2011 - 2012
Incepture September 2009 - May 2011
CARCO Group, Inc. September 2000 - August 2007
Skills
Marketing, Public Relations, Social Media Marketing, Public Speaking, Social Networking, Event Management, Event Planning, Social Media, Sales, Microsoft Office, Marketing Communications, Outlook, Marketing Strategy, Editing, Research, Email Marketing, Microsoft Word, Negotiation, Press Releases, Facebook, Analysis, Team Leadership, PowerPoint, Market Research, Microsoft Excel, Government, Health Insurance, Policy, International Relations, Data Analysis, Nonprofits, Project Planning, Media Relations, Insurance, Creative Writing, Blogging, Newsletters, Animoto, HTML, MS Project, CRM, CMS, Email Campaigning, Trade Shows, Google Maps API, Vocus
Education
East Carolina University
Bachelor of Arts, Political Science and Government/German
Financial Design Associates February 2013 - Present
CleanTeam LLC February 2011 - February 2013
PGA TOUR May 2011 - August 2011
Skills
Innovation, Strategic Leadership, German, Golf, Direct Sales, Networking, Microsoft Office, Business Planning, Venture Financing, Market Analysis, Customer Relations, International Relations, Entrepreneurship, Problem Solving, Social Networking, Team Leadership, Teamwork, Start-ups, Facebook, Market Research, Research, Creative Problem Solving, Insurance, Retirement Planning, Finance, Long Term Care Insurance, Disability Insurance, Money, Wealth Management, Retirement
Education
Elon University 2008 — 2012
BSBA, Majors: Entrepreneurship and Marketing-- Minor: German Studies
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science, Business Administration, Marketing and Entrepreneurship
Episcopal High School 2002 — 2008
Financial Design Associates February 2013 - Present
SunTrust Investment Services November 1999 - October 2012
SunTrust Bank October 1994 - November 1999
Alliance Mortgage Company August 1992 - October 1994
Bureau of Business Practice April 1990 - May 1992
Skills
Series 7, Fixed Income, FINRA, Series 24, Banking, Team Building
Education
Frostburg State University 1988 — 1990
Financial Design Associates January 2008 - Present
Broadstreet Capital Advisors, LLC December 2004 - December 2007
Roemmich Wealth Strategists October 2002 - July 2003
Education
University of Georgia - Terry College of Business 1997 — 2002
PhD, Financial Economics
University of Georgia - Terry College of Business 1993 — 1996
BA, Economics
AXA Advisors September 2014 - Present
PNC Investments August 2013 - September 2014
IFS Securities February 2012 - August 2013
AXA Advisors, Inc. August 2009 - July 2011
Financial Design Associates January 2008 - August 2009
Capital Bank/Capital Factors 1990 - 1992
First Untion Bank 1988 - 1990
Shearson Leahman Brothers 1986 - 1988
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning
Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences 2000 — 2005
PhD, Conflict Analysis and Resolution
Nova Southeastern University, Huizenga School of Business and Entrepreneurship 1989 — 1991
MBA, Business
University of Georgia, Terry College of Business 1978 — 1982
BBA/Marketing, Marketing
U.S. Bank 2015 - Present
FSV Payment Systems 2015 - Present
Sharingan Consulting May 2014 - Present
Pentius July 2014 - July 2015
Foundation Financial Group March 2013 - April 2014
Foundation Financial Group November 2012 - March 2013
Financial Design Associates October 2011 - May 2012
CSX 2010 - 2011
Florida A&M University 2009 - 2010
Osram Sylvania 2005 - 2005
Skills
Financial Analysis, Access, Accounting, Analysis, Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Outlook, Auditing, Strategic Financial..., PeopleSoft, Account Reconciliation, Customer Service, Sales, Financial Accounting, Finance, Microsoft Word, Management, Financial Services, Excel, Word, Sarbanes-Oxley Act, Skype, TeamViewer, Credit Analysis, Calyx Point, Market Research, Public Speaking, Process Improvement, Marketing, Research, Project Management
Education
Florida A&M University 2003 — 2010
MBA, Business
Florida A&M University
B.S., Business
Hillsborough High School
I.B. Diploma, International Baccalaureate Progamme