Financial Designs
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17 Financial Designs employees in database. Find out everything there's to know about Financial Designs employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Designs Employees
Employee
Years
Job
Industry
Tina Witt Tina Witt's Financial Designs Experience August 2010 - Present
Job Insurance and Investment Service Manager at Financial Designs
Industry Financial Services
Experience
Financial Designs August 2010 - Present
Financial Designs October 2008 - August 2009
Financial Designs June 2008 - October 2008
Triple R June 2005 - February 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Data Entry, Access, Event Planning, Investments, Employee Benefits, Life Insurance, Fixed Annuities, Insurance, Disability Insurance
Education
Central Virginia Community College 2011 — 2013
Bachelor of Applied Science (BASc), Emergency Medical Technology/Technician (EMT Paramedic)
Financial Designs August 2010 - Present
Financial Designs October 2008 - August 2009
Financial Designs June 2008 - October 2008
Triple R June 2005 - February 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Data Entry, Access, Event Planning, Investments, Employee Benefits, Life Insurance, Fixed Annuities, Insurance, Disability Insurance
Education
Central Virginia Community College 2011 — 2013
Bachelor of Applied Science (BASc), Emergency Medical Technology/Technician (EMT Paramedic)
Cristina Phillips Cristina Phillips's Financial Designs Experience September 2010 - Present
Job Administrative Assistant at Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs September 2010 - Present
CHASE Professionals/Buffalo Air Handling 2008 - 2010
Sir Speedy Printing May 2004 - January 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Adobe Acrobat, Adobe Distiller, Photoshop, QuarkXPress, Illustrator, Customer Service, Time Management, Team Building, Sales
Education
Central Virginia Community College 2002 — 2004
Associate's degree, Communication Design
Amherst County High School 1998 — 2002
General Studies
Financial Designs September 2010 - Present
CHASE Professionals/Buffalo Air Handling 2008 - 2010
Sir Speedy Printing May 2004 - January 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Adobe Acrobat, Adobe Distiller, Photoshop, QuarkXPress, Illustrator, Customer Service, Time Management, Team Building, Sales
Education
Central Virginia Community College 2002 — 2004
Associate's degree, Communication Design
Amherst County High School 1998 — 2002
General Studies
Paige Miller Paige Miller's Financial Designs Experience May 2013 - Present
Job Partner at Financial Designs
Industry Financial Services
Experience
Financial Designs May 2013 - Present
Genesis Financial Technologies September 2012 - May 2013
PFGBEST May 2004 - September 2012
Skills
Options, Financial Markets, Trading Systems, Trading, FINRA, Securities, Alternative Investments, Financial Services, Foreign Exchange, Commodity, Electronic Trading, Solution Selling, Equities, Portfolio Management, FX Options, Investments, Hedging, FX trading, Currency, Mutual Funds, Traders, Risk Management, Derivatives, Managed Futures, Hedge Funds, Technical Analysis, Wealth Management, Marketing, Commodity Markets, Asset Management, Precious Metals, Trading Strategies, Fixed Income, Capital Markets, Futures Trading, Bonds, Management, Banking, Proprietary Trading, Insurance, Financial Risk, Investment Strategies, Equity Trading, ETFs, Options Strategies, Electronic Trading..., Brokerage, Market Making, Back Office, Webinars
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA)
Financial Designs May 2013 - Present
Genesis Financial Technologies September 2012 - May 2013
PFGBEST May 2004 - September 2012
Skills
Options, Financial Markets, Trading Systems, Trading, FINRA, Securities, Alternative Investments, Financial Services, Foreign Exchange, Commodity, Electronic Trading, Solution Selling, Equities, Portfolio Management, FX Options, Investments, Hedging, FX trading, Currency, Mutual Funds, Traders, Risk Management, Derivatives, Managed Futures, Hedge Funds, Technical Analysis, Wealth Management, Marketing, Commodity Markets, Asset Management, Precious Metals, Trading Strategies, Fixed Income, Capital Markets, Futures Trading, Bonds, Management, Banking, Proprietary Trading, Insurance, Financial Risk, Investment Strategies, Equity Trading, ETFs, Options Strategies, Electronic Trading..., Brokerage, Market Making, Back Office, Webinars
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA)
Sara Sumner's Financial Designs Experience June 2010 - November 2010
Job Executive Assistant | Business Services
Industry Investment Banking
Experience
Harris Williams & Co. August 2014 - Present
Cultural Embrace by API March 2014 - June 2014
McCandlish Holton April 2012 - January 2014
Challa Law Offices, PLC February 2011 - May 2012
Financial Designs June 2010 - November 2010
Virginia Commonwealth University January 2009 - May 2009
Skills
Legal Writing, Microsoft Office, Immigration Law, Immigration Issues, Microsoft Word, Social Networking, Courts, Legal Research, Employment-based..., Litigation Support, H-1B, Hearings, Appeals, Employment Law, Civil Litigation, Corporate Law, Visas, Policy Analysis, Outlook, Motions, Legal Assistance, Westlaw, Lexis, Spanish, Trials, Personal Injury, Schematic Capture, Social Media Marketing, Social Media Relations, Depositions, Adjustment Of Status, Editing, Business Travel, Accounting, Expense Management, Event Planning, Executive Calendar..., PowerPoint, CRM
Education
Virginia Commonwealth University 2007 — 2010
Bachelors of Arts - International Studies, Foreign Policy, Spanish, Religious Studies
Universitat de Barcelona 2008 — 2008
International Business & Spanish
Harris Williams & Co. August 2014 - Present
Cultural Embrace by API March 2014 - June 2014
McCandlish Holton April 2012 - January 2014
Challa Law Offices, PLC February 2011 - May 2012
Financial Designs June 2010 - November 2010
Virginia Commonwealth University January 2009 - May 2009
Skills
Legal Writing, Microsoft Office, Immigration Law, Immigration Issues, Microsoft Word, Social Networking, Courts, Legal Research, Employment-based..., Litigation Support, H-1B, Hearings, Appeals, Employment Law, Civil Litigation, Corporate Law, Visas, Policy Analysis, Outlook, Motions, Legal Assistance, Westlaw, Lexis, Spanish, Trials, Personal Injury, Schematic Capture, Social Media Marketing, Social Media Relations, Depositions, Adjustment Of Status, Editing, Business Travel, Accounting, Expense Management, Event Planning, Executive Calendar..., PowerPoint, CRM
Education
Virginia Commonwealth University 2007 — 2010
Bachelors of Arts - International Studies, Foreign Policy, Spanish, Religious Studies
Universitat de Barcelona 2008 — 2008
International Business & Spanish
Tracy Leon Tracy Leon's Financial Designs Experience November 2012 - March 2014
Job Communications, Customer Service, and Marketing Specialist
Industry Marketing and Advertising
Experience
Ole Communications November 2014 - May 2015
Ole Communications March 2014 - May 2015
Financial Designs November 2012 - March 2014
Mercy Hospital- Dr. Thomas Zaydon, Jr. August 2007 - October 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership
Education
Florida International University 2010 — 2015
Bachelor of Arts (BA), Communication, General
Ole Communications November 2014 - May 2015
Ole Communications March 2014 - May 2015
Financial Designs November 2012 - March 2014
Mercy Hospital- Dr. Thomas Zaydon, Jr. August 2007 - October 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership
Education
Florida International University 2010 — 2015
Bachelor of Arts (BA), Communication, General
Jessica Valdes Jessica Valdes's Financial Designs Experience June 2014 - Present
Job 2015 Miami Dade Teach For America Corps Member
Industry Public Relations and Communications
Experience
Teach For America 2015 Miami-Dade Corps Member May 2015 - Present
Financial Designs June 2014 - Present
Nordstrom January 2014 - May 2014
Gita Group June 2013 - August 2013
Financial Design January 2013 - May 2013
The Archive Vintage August 2012 - January 2013
Cheryl Andrews Marketing June 2012 - August 2012
Skills
Cision, Press Releases, Media Relations, Public Relations, Publicity, Crisis Communications, Strategic Communications, Social Media, Press Kits, Facebook, Corporate Communications, Marketing Communications, Blogging, Event Planning, Marketing, Newsletters, Publishing, Social Media Marketing
Education
University of Miami 2011 — 2014
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Teach For America 2015 Miami-Dade Corps Member May 2015 - Present
Financial Designs June 2014 - Present
Nordstrom January 2014 - May 2014
Gita Group June 2013 - August 2013
Financial Design January 2013 - May 2013
The Archive Vintage August 2012 - January 2013
Cheryl Andrews Marketing June 2012 - August 2012
Skills
Cision, Press Releases, Media Relations, Public Relations, Publicity, Crisis Communications, Strategic Communications, Social Media, Press Kits, Facebook, Corporate Communications, Marketing Communications, Blogging, Event Planning, Marketing, Newsletters, Publishing, Social Media Marketing
Education
University of Miami 2011 — 2014
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Sarah Scruggs Sarah Scruggs's Financial Designs Experience June 2012 - Present
Job Operations Manager
Industry Insurance
Experience
Financial Designs June 2012 - Present
G. V. (Sonny) Montgomery VA Medical Center October 2011 - June 2012
Indexing Partners, LLC 2010 - December 2011
U.S. Government Printing Office January 2011 - October 2011
Arlington Central Library July 2010 - September 2011
U.S. Government Printing Office August 2010 - January 2011
U.S. Government Printing Office January 2009 - August 2010
Education
The Catholic University of America 2008 — 2010
Master's in Library and Information Science, Library Science
University of Virginia 2004 — 2007
BA, History
Virginia Episcopal School 1999 — 2003
High School
Financial Designs June 2012 - Present
G. V. (Sonny) Montgomery VA Medical Center October 2011 - June 2012
Indexing Partners, LLC 2010 - December 2011
U.S. Government Printing Office January 2011 - October 2011
Arlington Central Library July 2010 - September 2011
U.S. Government Printing Office August 2010 - January 2011
U.S. Government Printing Office January 2009 - August 2010
Education
The Catholic University of America 2008 — 2010
Master's in Library and Information Science, Library Science
University of Virginia 2004 — 2007
BA, History
Virginia Episcopal School 1999 — 2003
High School
Bruce Wilbat Bruce Wilbat's Financial Designs Experience January 1995 - December 1996
Job President,
Industry Management Consulting
Experience
Wilbat Consulting Group June 2010 - Present
County of San Diego December 1996 - June 2010
Financial Designs January 1995 - December 1996
National Pen Corporation September 1994 - December 1996
Horizons Technology, Inc. September 1986 - April 1992
PE Systems June 1984 - September 1986
International Export, Ltd. January 1983 - June 1984
Otis Elevator Company, subsidiary of United Tech. Inc. May 1981 - October 1982
Texaco, Inc. & United Technologies, Inc. August 1971 - October 1982
Skills
Finance, Program Management, Accounting, Internal Audit, Fraud, Internal Controls, Financial Reporting, Contract Management, TQM, Process Improvement, Public Speaking, COSO, Spanish, International Business..., Forecasting, Budgets, Management, Cross-functional Team..., Policy, Analysis, Strategic Planning, Project Planning, Managerial Finance, Government, Risk Management, Business Intelligence, Procurement, Risk Assessment, Governance, Financial Analysis, Management Consulting, IT Audit, Sarbanes-Oxley Act, Auditing
Education
University of San Diego 1991 — 1993
MBA, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1993
MBA, Int'l Business/General Mgmt.
Spanish 1973 — 1975
Spanish
University of Illinois at Urbana-Champaign - College of Business 1966 — 1971
B.S., Accountancy
Wilbat Consulting Group June 2010 - Present
County of San Diego December 1996 - June 2010
Financial Designs January 1995 - December 1996
National Pen Corporation September 1994 - December 1996
Horizons Technology, Inc. September 1986 - April 1992
PE Systems June 1984 - September 1986
International Export, Ltd. January 1983 - June 1984
Otis Elevator Company, subsidiary of United Tech. Inc. May 1981 - October 1982
Texaco, Inc. & United Technologies, Inc. August 1971 - October 1982
Skills
Finance, Program Management, Accounting, Internal Audit, Fraud, Internal Controls, Financial Reporting, Contract Management, TQM, Process Improvement, Public Speaking, COSO, Spanish, International Business..., Forecasting, Budgets, Management, Cross-functional Team..., Policy, Analysis, Strategic Planning, Project Planning, Managerial Finance, Government, Risk Management, Business Intelligence, Procurement, Risk Assessment, Governance, Financial Analysis, Management Consulting, IT Audit, Sarbanes-Oxley Act, Auditing
Education
University of San Diego 1991 — 1993
MBA, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1993
MBA, Int'l Business/General Mgmt.
Spanish 1973 — 1975
Spanish
University of Illinois at Urbana-Champaign - College of Business 1966 — 1971
B.S., Accountancy
Diane Garmey's Financial Designs Experience Pre-Kindergarten classesLynchburg City Public SchoolsAugust 1998 - June 2002
Job Group Benefits & Service at Financial Designs
Industry Financial Services
Experience
Financial Designs Pre-Kindergarten classesLynchburg City Public SchoolsAugust 1998 - June 2002
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Nonprofits, Research, Fundraising, Team Building, Event Management, Human Resources, Leadership Development, Employee Relations, Training, Event Planning, Social Media
Education
Coe College 1965 — 1969
BA, English
Financial Designs Pre-Kindergarten classesLynchburg City Public SchoolsAugust 1998 - June 2002
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Nonprofits, Research, Fundraising, Team Building, Event Management, Human Resources, Leadership Development, Employee Relations, Training, Event Planning, Social Media
Education
Coe College 1965 — 1969
BA, English
J. Thomas Antonelli Jr. CFA's Financial Designs Experience April 2009 - September 2011
Job Wealth Advisor at The Capital Management Corporation
Industry Financial Services
Experience
The Capital Management Corporation September 2011 - Present
Financial Designs April 2009 - September 2011
Flippin, Bruce & Porter October 1993 - March 2009
Wheat First Securities 1980 - 1987
Skills
Portfolio Management, Investment Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Management, Retirement Planning, Asset Managment, Asset Allocation, Family Office, Asset Management, Wealth Management, Estate Planning, Finance, Investment Strategies, Mutual Funds, Investments, Retirement, Strategic Financial..., Financial Advisory, Alternative Investments, 401k, Fixed Annuities, High Net Worth..., Series 7, Series 65, Life Insurance, Series 63, Equities, Financial Planning
Education
University of Richmond 1972 — 1973
Mount Saint Mary's College 1968 — 1972
Bachelor of Science, Economics
The Capital Management Corporation September 2011 - Present
Financial Designs April 2009 - September 2011
Flippin, Bruce & Porter October 1993 - March 2009
Wheat First Securities 1980 - 1987
Skills
Portfolio Management, Investment Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Management, Retirement Planning, Asset Managment, Asset Allocation, Family Office, Asset Management, Wealth Management, Estate Planning, Finance, Investment Strategies, Mutual Funds, Investments, Retirement, Strategic Financial..., Financial Advisory, Alternative Investments, 401k, Fixed Annuities, High Net Worth..., Series 7, Series 65, Life Insurance, Series 63, Equities, Financial Planning
Education
University of Richmond 1972 — 1973
Mount Saint Mary's College 1968 — 1972
Bachelor of Science, Economics
Ben Giese, MBA's Financial Designs Experience March 2015 - Present
Job Service Advisor at Financial Designs
Industry Financial Services
Experience
Liberty University Online January 2014 - Present
Financial Designs March 2015 - Present
Genworth Financial November 2013 - March 2015
Nationwide Insurance April 2012 - October 2013
Nationwide Insurance May 2010 - April 2012
Sunglass Hut August 2009 - May 2010
Skills
Insurance, Sales, Customer Service, Life Insurance, Financial Planning, Financial Services, Financial Analysis, Term Life Insurance, Property & Casualty..., Workforce Planning, Capacity Management, Statistical Modeling, Liability, Long Term Care Insurance, Leadership, Statistical Data..., Department Budgeting, Sales Management, Inventory Management, Budget Forecasts, Call Centers, Microsoft Office, Coaching, Outlook, Workforce Management, Capacity Planning, Forecasting, Staffing Plans, Project Staffing, Staffing Models, Presentations, Team Building, Customer Satisfaction, Microsoft Excel, PowerPoint, Teaching Adults, Teaching, Time Management, Blackboard, Education, Marketing, Merchandising, Retail
Education
Lynchburg College 2009 — 2011
M.B.A., Financial Services
Liberty University 2006 — 2009
B.S., Sport Management
Liberty University Online January 2014 - Present
Financial Designs March 2015 - Present
Genworth Financial November 2013 - March 2015
Nationwide Insurance April 2012 - October 2013
Nationwide Insurance May 2010 - April 2012
Sunglass Hut August 2009 - May 2010
Skills
Insurance, Sales, Customer Service, Life Insurance, Financial Planning, Financial Services, Financial Analysis, Term Life Insurance, Property & Casualty..., Workforce Planning, Capacity Management, Statistical Modeling, Liability, Long Term Care Insurance, Leadership, Statistical Data..., Department Budgeting, Sales Management, Inventory Management, Budget Forecasts, Call Centers, Microsoft Office, Coaching, Outlook, Workforce Management, Capacity Planning, Forecasting, Staffing Plans, Project Staffing, Staffing Models, Presentations, Team Building, Customer Satisfaction, Microsoft Excel, PowerPoint, Teaching Adults, Teaching, Time Management, Blackboard, Education, Marketing, Merchandising, Retail
Education
Lynchburg College 2009 — 2011
M.B.A., Financial Services
Liberty University 2006 — 2009
B.S., Sport Management
Christiana Shields's Financial Designs Experience January 2005 - August 2008
Job New Projects Coordinator at Tri Tech Labs
Industry Consumer Goods
Experience
Tri Tech Labs May 2012 - Present
Tri Tech Labs June 2010 - May 2012
Tri Tech Labs February 2010 - June 2010
Ford Mays Wealth Management October 2008 - March 2009
Financial Designs January 2005 - August 2008
Financial Designs October 2001 - December 2004
BSF Technologies February 2001 - June 2001
Skills
Microsoft Office, Excel, Problem Solving, SAP, CRM software, Access, Small Business Server, Network Administration, Photoshop, PowerPoint, Illustrator, Customer Service, Microsoft Excel, Process Improvement, Management, Quality Assurance, Product Development, CRM, Databases
Education
Sweet Briar College 1996 — 2000
B.A., Mathematics and Computer Science
Tri Tech Labs May 2012 - Present
Tri Tech Labs June 2010 - May 2012
Tri Tech Labs February 2010 - June 2010
Ford Mays Wealth Management October 2008 - March 2009
Financial Designs January 2005 - August 2008
Financial Designs October 2001 - December 2004
BSF Technologies February 2001 - June 2001
Skills
Microsoft Office, Excel, Problem Solving, SAP, CRM software, Access, Small Business Server, Network Administration, Photoshop, PowerPoint, Illustrator, Customer Service, Microsoft Excel, Process Improvement, Management, Quality Assurance, Product Development, CRM, Databases
Education
Sweet Briar College 1996 — 2000
B.A., Mathematics and Computer Science
Leila Lou Baldwin's Financial Designs Experience September 2010 - August 2012
Job French Teacher at EC Glass High School
Industry Education Management
Experience
E.C. Glass High School August 2012 - Present
Financial Designs September 2010 - August 2012
AZDEL, Inc. September 2007 - April 2010
Skills
Professional of Human..., Strategic Planning, Retirement Planning, Employee Benefits, Analysis, Leadership, Microsoft Office, Microsoft Excel, Retirement, Project Management, Process Improvement
Education
University of Alabama at Birmingham 1986 — 1989
Masters, French and Secondary Education
Birmingham-Southern College 1976 — 1980
Bachelors of Arts, French and History
E.C. Glass High School August 2012 - Present
Financial Designs September 2010 - August 2012
AZDEL, Inc. September 2007 - April 2010
Skills
Professional of Human..., Strategic Planning, Retirement Planning, Employee Benefits, Analysis, Leadership, Microsoft Office, Microsoft Excel, Retirement, Project Management, Process Improvement
Education
University of Alabama at Birmingham 1986 — 1989
Masters, French and Secondary Education
Birmingham-Southern College 1976 — 1980
Bachelors of Arts, French and History
David Hudnall's Financial Designs Experience December 2013 - Present
Job Chief Operating Officer at Financial Designs
Industry Information Technology and Services
Experience
Financial Designs December 2013 - Present
Freedom Aviation October 2012 - December 2013
Patrick Henry Boys and Girls Plantation 1995 - 2011
Patrick Henry Boys and Girls Plantation 1991 - 1995
United States Air Force 1987 - 1990
United States Air Force 1984 - 1987
United States Air Force 1980 - 1984
Skills
Management, Troubleshooting, Analysis, Training, Leadership, Software Installation, Networking, Data Analysis, Databases, Routers, Budgets, Electronics, Wireless, Accounting, Auditing
Education
Community College of the Air Force 1980 — 1990
Management, Leadership, Computer Systems, Electronics, Space Track Principles/Orbital Mechanics
Financial Designs December 2013 - Present
Freedom Aviation October 2012 - December 2013
Patrick Henry Boys and Girls Plantation 1995 - 2011
Patrick Henry Boys and Girls Plantation 1991 - 1995
United States Air Force 1987 - 1990
United States Air Force 1984 - 1987
United States Air Force 1980 - 1984
Skills
Management, Troubleshooting, Analysis, Training, Leadership, Software Installation, Networking, Data Analysis, Databases, Routers, Budgets, Electronics, Wireless, Accounting, Auditing
Education
Community College of the Air Force 1980 — 1990
Management, Leadership, Computer Systems, Electronics, Space Track Principles/Orbital Mechanics