Financial Finesse
Description
Address: 883 N Douglas St, El Segundo, CA 90245 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 733-2677: Category: : Place name: Website: : : : : Website: http://www.financialfinesse.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Finesse Posting publicly on the Web Write a review Reviews Be the first to reviewMore about Financial FinesseShow less
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Financial Finesse Employees
Employee
Years
Job
Industry
Kira Scherer Wampler Kira Scherer Wampler's Financial Finesse Experience March 2000 - October 2001
Job CMO at Lyft
Industry Computer Software
Experience
Lyft December 2014 - Present
Trulia November 2013 - November 2014
Lytro Inc. February 2011 - May 2013
Ant's Eye View April 2010 - April 2011
Intuit June 2009 - June 2010
Intuit April 2008 - June 2009
Intuit January 2007 - April 2008
Intuit February 2006 - December 2006
Intuit August 2004 - January 2006
Financial Finesse March 2000 - October 2001
Skills
Partnerships, Channel, Marketing Analytics, Team Leadership, Google Analytics, Analytics, Demand Generation, Product Marketing, Go-to-market Strategy, Product Management, Social Media Marketing, Social Media Measurement, International Marketing, Pricing Strategy, International Sales, Cross-functional Team..., online acquisition, SEO, Public Relations, Strategy, Start-ups, Mergers & Acquisitions, Customer Insight, E-commerce, Customer Acquisition, Email Marketing, Mobile Devices, Marketing, Marketing Strategy, Business Development, Product Development, Leadership, Product Launch, Social Networking, Enterprise Software, Strategic Partnerships, Integrated Marketing, Program Management, Competitive Analysis, Multi-channel Marketing, Social Media, SaaS, Management, Online Marketing, Strategic Planning, Blogging, Facebook, Digital Marketing, B2B Marketing, Marketing Communications
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Georgetown University 1991 — 1995
BSFS, History and Diplomacy
St. Petersburg High School 1988 — 1991
Lyft December 2014 - Present
Trulia November 2013 - November 2014
Lytro Inc. February 2011 - May 2013
Ant's Eye View April 2010 - April 2011
Intuit June 2009 - June 2010
Intuit April 2008 - June 2009
Intuit January 2007 - April 2008
Intuit February 2006 - December 2006
Intuit August 2004 - January 2006
Financial Finesse March 2000 - October 2001
Skills
Partnerships, Channel, Marketing Analytics, Team Leadership, Google Analytics, Analytics, Demand Generation, Product Marketing, Go-to-market Strategy, Product Management, Social Media Marketing, Social Media Measurement, International Marketing, Pricing Strategy, International Sales, Cross-functional Team..., online acquisition, SEO, Public Relations, Strategy, Start-ups, Mergers & Acquisitions, Customer Insight, E-commerce, Customer Acquisition, Email Marketing, Mobile Devices, Marketing, Marketing Strategy, Business Development, Product Development, Leadership, Product Launch, Social Networking, Enterprise Software, Strategic Partnerships, Integrated Marketing, Program Management, Competitive Analysis, Multi-channel Marketing, Social Media, SaaS, Management, Online Marketing, Strategic Planning, Blogging, Facebook, Digital Marketing, B2B Marketing, Marketing Communications
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Georgetown University 1991 — 1995
BSFS, History and Diplomacy
St. Petersburg High School 1988 — 1991
Cynthia Meyer, CFA®, CFP®, ChFC® Cynthia Meyer, CFA®, CFP®, ChFC®'s Financial Finesse Experience February 2015 - Present
Job Unbiased Financial Planner | Workplace Financial Wellness | Financial Education | Employee Benefits | Speaker
Industry Financial Services
Experience
Financial Finesse February 2015 - Present
Cynthia Meyer, CFA®, CFP®, ChFC® 2005 - January 2015
Merrill Lynch 1997 - 2005
Various Democratic Candidates & Committees 1990 - 1996
Democratic National Committee 1989 - 1989
Skills
Strategic Planning, Public Speaking, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Financial Risk, Portfolio Management, Mutual Funds, Financial Planning, Certified Financial..., Teaching, Nonprofits, Fundraising, Retirement, Fixed Annuities, Risk Management, Leadership Development, Asset Allocation, Project Management, Finance, Wealth, New Business Development, Training, Editing, Contract Negotiation, French, Staff Development, Financial Workshops and..., Volunteer Management, Real Estate Investor, Relationship Building, Staff Training and..., Client Education, Tax Minimization, Liability Management, Financial Education, Chartered Financial..., Client Acquisition and..., Financial Wellness
Education
Georgetown University
Bachelor of Science
Financial Finesse February 2015 - Present
Cynthia Meyer, CFA®, CFP®, ChFC® 2005 - January 2015
Merrill Lynch 1997 - 2005
Various Democratic Candidates & Committees 1990 - 1996
Democratic National Committee 1989 - 1989
Skills
Strategic Planning, Public Speaking, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Financial Risk, Portfolio Management, Mutual Funds, Financial Planning, Certified Financial..., Teaching, Nonprofits, Fundraising, Retirement, Fixed Annuities, Risk Management, Leadership Development, Asset Allocation, Project Management, Finance, Wealth, New Business Development, Training, Editing, Contract Negotiation, French, Staff Development, Financial Workshops and..., Volunteer Management, Real Estate Investor, Relationship Building, Staff Training and..., Client Education, Tax Minimization, Liability Management, Financial Education, Chartered Financial..., Client Acquisition and..., Financial Wellness
Education
Georgetown University
Bachelor of Science
Anna Marie Cruz Anna Marie Cruz's Financial Finesse Experience February 2015 - Present
Job
Industry Health, Wellness and Fitness
Experience
Financial Finesse February 2015 - Present
API Small Business Program & Search to Involve Pilipino Americans (SIPA) October 2013 - February 2015
International Labour Organization (ILO), a United Nations agency 2012 - 2012
Nestle May 2011 - July 2011
Medtronic Minimed February 2011 - April 2011
Be The Match operated by National Marrow Donor Program 2008 - 2010
Chase Home Finance 2007 - 2008
AmTrust Bank 2005 - 2007
Lindstrom Financial Group 2001 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Universidad Argentina de la Empresa 2012 — 2012
Understanding Business in Latin America
California State University-Long Beach 1997 — 2002
BA, Sociology
Financial Finesse February 2015 - Present
API Small Business Program & Search to Involve Pilipino Americans (SIPA) October 2013 - February 2015
International Labour Organization (ILO), a United Nations agency 2012 - 2012
Nestle May 2011 - July 2011
Medtronic Minimed February 2011 - April 2011
Be The Match operated by National Marrow Donor Program 2008 - 2010
Chase Home Finance 2007 - 2008
AmTrust Bank 2005 - 2007
Lindstrom Financial Group 2001 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Universidad Argentina de la Empresa 2012 — 2012
Understanding Business in Latin America
California State University-Long Beach 1997 — 2002
BA, Sociology
Antonio Estevez Antonio Estevez's Financial Finesse Experience 2000 - 2002
Job Associate Director of Engineering at DOOR3
Industry Design
Experience
DOOR3 July 2014 - Present
DOOR3 Business Applications, Inc. August 2011 - July 2014
Time Out New York March 2011 - August 2011
KickApps Corporation November 2010 - March 2011
DPCI August 2009 - September 2010
More Than Us January 2004 - August 2009
Visionary Interactive Technology Inc. 2003 - January 2004
Sundberg & Associates 2002 - 2003
Financial Finesse 2000 - 2002
Skills
Drupal, CMS, E-commerce, Web Development, Mac, PHP, jQuery, XHTML, Web Design, User Experience, JavaScript, MySQL, XML, HTML, CSS, Information Architecture, AJAX, Programming, User Interface Design, LAMP, HTML 5, Flash, Mobile Applications, HTML5
Education
State University of New York College at Buffalo 1992 — 1999
BFA, Computer Art
DOOR3 July 2014 - Present
DOOR3 Business Applications, Inc. August 2011 - July 2014
Time Out New York March 2011 - August 2011
KickApps Corporation November 2010 - March 2011
DPCI August 2009 - September 2010
More Than Us January 2004 - August 2009
Visionary Interactive Technology Inc. 2003 - January 2004
Sundberg & Associates 2002 - 2003
Financial Finesse 2000 - 2002
Skills
Drupal, CMS, E-commerce, Web Development, Mac, PHP, jQuery, XHTML, Web Design, User Experience, JavaScript, MySQL, XML, HTML, CSS, Information Architecture, AJAX, Programming, User Interface Design, LAMP, HTML 5, Flash, Mobile Applications, HTML5
Education
State University of New York College at Buffalo 1992 — 1999
BFA, Computer Art
Adrian Haurat Adrian Haurat's Financial Finesse Experience August 2014 - Present
Job Software Developer at Financial Finesse
Industry Computer Software
Experience
Financial Finesse August 2014 - Present
Village Christian Schools August 2007 - July 2014
Skills
Java, Adobe Creative Suite, Teaching, Photoshop, Classroom Management, HTML, CSS, JavaScript, Android Development, Drawing, Painting, SketchUp, Educational Leadership, Educational Technology, Classroom, PHP, jQuery, Customer Service, Microsoft Excel, Social Media, Editing, Microsoft Word, Microsoft Office, Event Planning, Nonprofits, Public Speaking, Research
Education
California State University-Northridge 2011 — 2015
Master of Science (MS), Computer Software Engineering
Azusa Pacific University 2003 — 2007
Bachelor's degree, Fine and Studio Arts
Financial Finesse August 2014 - Present
Village Christian Schools August 2007 - July 2014
Skills
Java, Adobe Creative Suite, Teaching, Photoshop, Classroom Management, HTML, CSS, JavaScript, Android Development, Drawing, Painting, SketchUp, Educational Leadership, Educational Technology, Classroom, PHP, jQuery, Customer Service, Microsoft Excel, Social Media, Editing, Microsoft Word, Microsoft Office, Event Planning, Nonprofits, Public Speaking, Research
Education
California State University-Northridge 2011 — 2015
Master of Science (MS), Computer Software Engineering
Azusa Pacific University 2003 — 2007
Bachelor's degree, Fine and Studio Arts
Nancy L. Anderson, CFP® Nancy L. Anderson, CFP®'s Financial Finesse Experience September 2006 - March 2013
Job Senior Financial Planner, Vice President Key Private Bank
Industry Financial Services
Experience
KeyBank June 2014 - Present
Forbes.com August 2011 - Present
LearnVest Planning Services, Inc. April 2013 - January 2014
Financial Finesse September 2006 - March 2013
Nancy L. Anderson Financial & Insurance Services December 2002 - September 2006
WM Financial Services January 1996 - December 2002
Skills
Retirement Planning, Financial Education, Research, Newsletters, Financial Planning, Writing, Financial Wellness, Project Management, Corporate Blogging, Onboarding, Development & delivery..., Productivity Coaching, Strategic Financial..., Investments, Blogging, Training, Asset Allocation, Financial Services, 401k, Retirement, Small Business, Strategic Planning, Wealth Management, Finance, Financial Advisory, Financial Planners, Personal Finance, Employee Benefits, Investment Advisory, Investment Strategies
Education
University of California, Davis
B.A
KeyBank June 2014 - Present
Forbes.com August 2011 - Present
LearnVest Planning Services, Inc. April 2013 - January 2014
Financial Finesse September 2006 - March 2013
Nancy L. Anderson Financial & Insurance Services December 2002 - September 2006
WM Financial Services January 1996 - December 2002
Skills
Retirement Planning, Financial Education, Research, Newsletters, Financial Planning, Writing, Financial Wellness, Project Management, Corporate Blogging, Onboarding, Development & delivery..., Productivity Coaching, Strategic Financial..., Investments, Blogging, Training, Asset Allocation, Financial Services, 401k, Retirement, Small Business, Strategic Planning, Wealth Management, Finance, Financial Advisory, Financial Planners, Personal Finance, Employee Benefits, Investment Advisory, Investment Strategies
Education
University of California, Davis
B.A
Richard Boado Richard Boado's Financial Finesse Experience April 2002 - February 2004
Job Operations Executive and Product Evangelist
Industry Computer Software
Experience
Stealth and Startup 2011 - Present
ITPlus November 2005 - Present
Nor1 October 2008 - February 2011
ON24, Inc. February 2004 - November 2005
Financial Finesse April 2002 - February 2004
Rarevision/Walker Interactive/Elevon, Inc. January 2001 - April 2002
At The Moment, Inc. August 2000 - November 2000
OfficeClick, Inc. September 1999 - August 2000
Netmosphere, Inc. February 1998 - September 1999
Kiva Software June 1997 - February 1998
Skills
PMP, Budgets, Analysis, Forecasting, Project Planning, Program Management, Management, Project Management, CRM, Business Intelligence, Strategy, Start-ups, Leadership, Business Development, Enterprise Software, E-commerce, Product Management, Salesforce.com
Education
Golden Gate University 1995 — 1997
MBA, Corporate Finance
University of Phoenix 1989 — 1993
BS, Business Administration
Balboa High School 1984 — 1987
Stealth and Startup 2011 - Present
ITPlus November 2005 - Present
Nor1 October 2008 - February 2011
ON24, Inc. February 2004 - November 2005
Financial Finesse April 2002 - February 2004
Rarevision/Walker Interactive/Elevon, Inc. January 2001 - April 2002
At The Moment, Inc. August 2000 - November 2000
OfficeClick, Inc. September 1999 - August 2000
Netmosphere, Inc. February 1998 - September 1999
Kiva Software June 1997 - February 1998
Skills
PMP, Budgets, Analysis, Forecasting, Project Planning, Program Management, Management, Project Management, CRM, Business Intelligence, Strategy, Start-ups, Leadership, Business Development, Enterprise Software, E-commerce, Product Management, Salesforce.com
Education
Golden Gate University 1995 — 1997
MBA, Corporate Finance
University of Phoenix 1989 — 1993
BS, Business Administration
Balboa High School 1984 — 1987
Corey Fake Corey Fake's Financial Finesse Experience February 2000 - May 2001
Job IS Business Analyst and Trainer at San Francisco Unified School District
Industry Information Technology and Services
Experience
San Francisco Unified School District June 2009 - Present
Flickr September 2004 - December 2005
Financial Finesse February 2000 - May 2001
Miller Freeman November 1997 - February 2000
Pacific Gas and Electric Company February 1997 - November 1997
Price Waterhouse 1989 - 1996
Skills
User Experience, Blogging, Wordpress, Social Networking, Social Media, Editing, Research, HTML, Mobile Devices, Copy Editing, Non-profits, Web Design, Data Analysis, Public Speaking, Training Delivery, Writing, Fast Learner, Team-oriented, Creative, Positive Personality, Challenge Driven, Goal Oriented, Microsoft Office, WordPress, Technical Writing, Business Analysis
Education
Brown University 1984 — 1989
AB, Urban Studies
Kinnelon High School 1980 — 1984
San Francisco Unified School District June 2009 - Present
Flickr September 2004 - December 2005
Financial Finesse February 2000 - May 2001
Miller Freeman November 1997 - February 2000
Pacific Gas and Electric Company February 1997 - November 1997
Price Waterhouse 1989 - 1996
Skills
User Experience, Blogging, Wordpress, Social Networking, Social Media, Editing, Research, HTML, Mobile Devices, Copy Editing, Non-profits, Web Design, Data Analysis, Public Speaking, Training Delivery, Writing, Fast Learner, Team-oriented, Creative, Positive Personality, Challenge Driven, Goal Oriented, Microsoft Office, WordPress, Technical Writing, Business Analysis
Education
Brown University 1984 — 1989
AB, Urban Studies
Kinnelon High School 1980 — 1984
Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP®'s Financial Finesse Experience February 2001 - October 2006
Job Investment Product Specialist, Thrivent Investment Sales Desk
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2008 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International July 2012 - June 2013
Ameriprise Financial Services, Inc. October 2006 - January 2008
Financial Finesse February 2001 - October 2006
Wells Fargo Private Client Services June 1998 - February 2001
Norwest Investment Management and Trust January 1994 - June 1998
Fortis Financial Group January 1991 - December 1993
USBank 1990 - 1991
American Express Financial Advisors January 1989 - December 1990
Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
College for Financial Planning 2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)
Augsburg College 1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)
John A. Johnson High School 1980 — 1982
Diploma, General
Thrivent Financial for Lutherans January 2008 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International July 2012 - June 2013
Ameriprise Financial Services, Inc. October 2006 - January 2008
Financial Finesse February 2001 - October 2006
Wells Fargo Private Client Services June 1998 - February 2001
Norwest Investment Management and Trust January 1994 - June 1998
Fortis Financial Group January 1991 - December 1993
USBank 1990 - 1991
American Express Financial Advisors January 1989 - December 1990
Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
College for Financial Planning 2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)
Augsburg College 1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)
John A. Johnson High School 1980 — 1982
Diploma, General
Jennifer K. Flynt's Financial Finesse Experience 2000 - 2001
Job
Industry Judiciary
Experience
Oregon Department of Environmental Quality July 2014 - Present
Oregon Judicial Department January 2004 - July 2014
Stephen Kafoury Government Relations July 2002 - January 2004
Financial Finesse 2000 - 2001
21st Century Teachers Network, a White House Initiative 1998 - 2000
The George Washington University 1993 - 2000
Steel Service Center Institute 1994 - 1998
Automotive Service Industry Association 1992 - 1994
White House Conference on Aging 1992 - 1992
Law Offices of Donald A. Randall 1990 - 1991
Skills
Fundraising, Media Relations, Social Media, Government, Event Planning, Speech Writing, Legislative Relations, Strategic Planning, Policy, Crisis Communications, Public Policy, Legal Writing, Customer Service, Project Management, Management, Grant Writing, Politics, Non-profits, International Relations, Press Releases, Legal Research, Leadership, Community Outreach, Political Campaigns, Grassroots Organizing, Community Development, Program Development, Volunteer Management, Legislation, Public Affairs, Nonprofits
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts (B.A.), Double Major: Journalism & Political Science w/a Minor in French
Oregon Department of Environmental Quality July 2014 - Present
Oregon Judicial Department January 2004 - July 2014
Stephen Kafoury Government Relations July 2002 - January 2004
Financial Finesse 2000 - 2001
21st Century Teachers Network, a White House Initiative 1998 - 2000
The George Washington University 1993 - 2000
Steel Service Center Institute 1994 - 1998
Automotive Service Industry Association 1992 - 1994
White House Conference on Aging 1992 - 1992
Law Offices of Donald A. Randall 1990 - 1991
Skills
Fundraising, Media Relations, Social Media, Government, Event Planning, Speech Writing, Legislative Relations, Strategic Planning, Policy, Crisis Communications, Public Policy, Legal Writing, Customer Service, Project Management, Management, Grant Writing, Politics, Non-profits, International Relations, Press Releases, Legal Research, Leadership, Community Outreach, Political Campaigns, Grassroots Organizing, Community Development, Program Development, Volunteer Management, Legislation, Public Affairs, Nonprofits
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts (B.A.), Double Major: Journalism & Political Science w/a Minor in French
Brian Kelly, CFP® Brian Kelly, CFP®'s Financial Finesse Experience June 2015 - Present
Job Resident Financial Planner at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Tiffany Ricardo's Financial Finesse Experience February 2001 - April 2005
Job Graphic Design Professional
Industry Graphic Design
Experience
Gensler November 2007 - Present
Michael Osborne Design January 2006 - December 2006
Financial Finesse February 2001 - April 2005
IGN.com August 1999 - September 2000
Education
Academy of Art University 2003 — 2007
MFA, Graphic Design
University of North Carolina at Chapel Hill 1994 — 1997
BS, Psychology
Gensler November 2007 - Present
Michael Osborne Design January 2006 - December 2006
Financial Finesse February 2001 - April 2005
IGN.com August 1999 - September 2000
Education
Academy of Art University 2003 — 2007
MFA, Graphic Design
University of North Carolina at Chapel Hill 1994 — 1997
BS, Psychology
Ana Herrera-Sorto Ana Herrera-Sorto's Financial Finesse Experience 2000 - 2011
Job Inside Sales Assistant at Classic Party Rentals
Industry Events Services
Experience
Classic Party Rentals 2013 - Present
Financial Finesse 2000 - 2011
Indonesian Imports DBA The Sak 1998 - 2000
MJC, Inc. 1997 - 1998
Wells Fargo Bank 1992 - 1996
Skills
Wealth Management, Strategic Planning, CRM, Team Management, New Business Development, Customer Service, Account Management
Education
San Jose State University
Bachelor of Arts, Clinical Psychology
Classic Party Rentals 2013 - Present
Financial Finesse 2000 - 2011
Indonesian Imports DBA The Sak 1998 - 2000
MJC, Inc. 1997 - 1998
Wells Fargo Bank 1992 - 1996
Skills
Wealth Management, Strategic Planning, CRM, Team Management, New Business Development, Customer Service, Account Management
Education
San Jose State University
Bachelor of Arts, Clinical Psychology
Randy Weiner Randy Weiner's Financial Finesse Experience June 2001 - May 2002
Job Serial Entrepreneur/Software Development & Management Consultant
Industry Computer Software
Experience
BrainQuake January 2012 - Present
Self-Employed January 2010 - Present
Urban Montessori Charter School May 2010 - July 2014
Learn Capital May 2010 - May 2011
Gazillion Entertainment October 2006 - May 2010
VitesseLearning January 2005 - March 2006
VitesseLearning January 2004 - December 2004
VitesseLearning May 2002 - December 2003
Financial Finesse June 2001 - May 2002
BabyCenter June 2000 - January 2001
Skills
Product Development, Change Management, Negotiation, Agile, Budgeting, Software Project..., Agile Project Management, Web Project Management, Data Visualization, Product Management, Management Consulting, Lean Initiatives, Design Thinking, Queuing, Entrepreneurship, Entrepreneurship..., Social Entrepreneurship, Consultancy, Personnel Development, Personnel Leadership, Scrum, Educational Technology, Consultants, Agile Methodologies, Budgets, Leadership, Game Development, Lean Manufacturing, Strategic Partnerships, Personal Development, Strategy, Video Games, Program Management, Mobile Devices, Cross-functional Team..., User Experience, Software Development, Start-ups, Training, Mobile Applications, Marketing, Business Analysis, Lean Startup, Game Design, Virtual Worlds, User Interface, Project Management, Monetization, MMO, Social Games
Education
Stanford University 1998 — 1999
M.A., Educational Policy
Teach For America 1993 — 1996
Middlebury College 1989 — 1993
B.A., Philosophy, Spanish
BrainQuake January 2012 - Present
Self-Employed January 2010 - Present
Urban Montessori Charter School May 2010 - July 2014
Learn Capital May 2010 - May 2011
Gazillion Entertainment October 2006 - May 2010
VitesseLearning January 2005 - March 2006
VitesseLearning January 2004 - December 2004
VitesseLearning May 2002 - December 2003
Financial Finesse June 2001 - May 2002
BabyCenter June 2000 - January 2001
Skills
Product Development, Change Management, Negotiation, Agile, Budgeting, Software Project..., Agile Project Management, Web Project Management, Data Visualization, Product Management, Management Consulting, Lean Initiatives, Design Thinking, Queuing, Entrepreneurship, Entrepreneurship..., Social Entrepreneurship, Consultancy, Personnel Development, Personnel Leadership, Scrum, Educational Technology, Consultants, Agile Methodologies, Budgets, Leadership, Game Development, Lean Manufacturing, Strategic Partnerships, Personal Development, Strategy, Video Games, Program Management, Mobile Devices, Cross-functional Team..., User Experience, Software Development, Start-ups, Training, Mobile Applications, Marketing, Business Analysis, Lean Startup, Game Design, Virtual Worlds, User Interface, Project Management, Monetization, MMO, Social Games
Education
Stanford University 1998 — 1999
M.A., Educational Policy
Teach For America 1993 — 1996
Middlebury College 1989 — 1993
B.A., Philosophy, Spanish
Daphne M. Winston Daphne M. Winston's Financial Finesse Experience October 2013 - Present
Job Workplace Financial Wellness|Unbiased Financial Planner|Financial Educator
Industry Financial Services
Experience
Financial Finesse October 2013 - Present
AXA Advisors June 2012 - May 2013
Bollenbacher Financial September 2009 - June 2012
LWP Investments May 2009 - September 2009
Pinnacle Financial Advisors October 2001 - September 2007
Amoco Oil Company September 1991 - June 1995
Skills
Financial Goals, Investment Management, Risk Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Investments, Wealth, Investment Strategies, Investment Advisory, Asset Allocation, Long-term Care, IRAs, Fixed Annuities, Mutual Funds, Pensions, Series 7, Insurance, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Financial Planning
Education
Xavier University 2008 — 2008
Executive Certificate, Financial Planning
Purdue University 1984 — 1988
B.S., Chemical Engineering
Financial Finesse October 2013 - Present
AXA Advisors June 2012 - May 2013
Bollenbacher Financial September 2009 - June 2012
LWP Investments May 2009 - September 2009
Pinnacle Financial Advisors October 2001 - September 2007
Amoco Oil Company September 1991 - June 1995
Skills
Financial Goals, Investment Management, Risk Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Investments, Wealth, Investment Strategies, Investment Advisory, Asset Allocation, Long-term Care, IRAs, Fixed Annuities, Mutual Funds, Pensions, Series 7, Insurance, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Financial Planning
Education
Xavier University 2008 — 2008
Executive Certificate, Financial Planning
Purdue University 1984 — 1988
B.S., Chemical Engineering
Shannon Carlson's Financial Finesse Experience June 2014 - Present
Job Director of Talent Management at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Michael C. Smith, CFP Michael C. Smith, CFP's Financial Finesse Experience April 2010 - Present
Job Unbiased Certified Financial Planner at Financial Finesse
Industry Financial Services
Experience
Financial Finesse April 2010 - Present
M&T Bank June 2006 - September 2009
Levin Group July 2004 - May 2006
Legg Mason October 1999 - July 2004
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investments, 401k, Portfolio Management, Investment Advisory, Asset Managment, Financial Advisory, Personal Finance
Education
Towson University 1985 — 1988
B.S., Business Administration
University of Baltimore
MBA, Business Administration
Financial Finesse April 2010 - Present
M&T Bank June 2006 - September 2009
Levin Group July 2004 - May 2006
Legg Mason October 1999 - July 2004
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management, Retirement, Estate Planning, Investments, 401k, Portfolio Management, Investment Advisory, Asset Managment, Financial Advisory, Personal Finance
Education
Towson University 1985 — 1988
B.S., Business Administration
University of Baltimore
MBA, Business Administration
Mark Dennis, CFP®'s Financial Finesse Experience April 2015 - Present
Job Unbiased, objective financial guidance
Industry Financial Services
Experience
Financial Finesse April 2015 - Present
Keiser University January 2010 - Present
River Capital Advisors, L.C. December 2013 - March 2015
A1A Wealth Management, Inc. May 2010 - December 2013
Community First Credit Union August 2002 - April 2010
Merrill Lynch, UBS, Prudential Financial 1997 - 2002
Barnett Bank 1994 - 1997
American Medical Association 1992 - 1993
Robert Morris College 1990 - 1992
United States Air Force 1986 - 1990
Skills
Wealth Management, Financial Planning, Retirement Planning, Retirement, Estate Planning, Small Business Lending, Investments, Securities, Insurance, Annuity, Investment Advisory, Mutual Funds, Long Term Care, Asset Management, Health Insurance, Pensions, Factoring, Equipment Finance, 401k Rollovers, IRA Rollovers, IRA's, Roth IRA, Increasing Revenue, Term Life Insurance, Certified Financial..., IRAs, Strategic Financial..., Fixed Annuities, Long-term Care, Finance, Small Business, Financial Advisory, Training, Loans, Risk Management, Banking, Financial Planners, Mergers & Acquisitions, Wealth, Life Insurance, Management Consulting, Employee Benefits, Personal Finance, Management, Entrepreneurship, Financial Services, Investment Management, 401k, Financial Risk, Executive Management
Education
Keiser University-Ft Lauderdale 2012 — 2015
DBA Candidate - Doctor of Business Administration, Marketing
College for Financial Planning 2007 — 2009
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER(TM) Professional
University of Southern Mississippi 1982 — 1986
BS, Computer Science
Financial Finesse April 2015 - Present
Keiser University January 2010 - Present
River Capital Advisors, L.C. December 2013 - March 2015
A1A Wealth Management, Inc. May 2010 - December 2013
Community First Credit Union August 2002 - April 2010
Merrill Lynch, UBS, Prudential Financial 1997 - 2002
Barnett Bank 1994 - 1997
American Medical Association 1992 - 1993
Robert Morris College 1990 - 1992
United States Air Force 1986 - 1990
Skills
Wealth Management, Financial Planning, Retirement Planning, Retirement, Estate Planning, Small Business Lending, Investments, Securities, Insurance, Annuity, Investment Advisory, Mutual Funds, Long Term Care, Asset Management, Health Insurance, Pensions, Factoring, Equipment Finance, 401k Rollovers, IRA Rollovers, IRA's, Roth IRA, Increasing Revenue, Term Life Insurance, Certified Financial..., IRAs, Strategic Financial..., Fixed Annuities, Long-term Care, Finance, Small Business, Financial Advisory, Training, Loans, Risk Management, Banking, Financial Planners, Mergers & Acquisitions, Wealth, Life Insurance, Management Consulting, Employee Benefits, Personal Finance, Management, Entrepreneurship, Financial Services, Investment Management, 401k, Financial Risk, Executive Management
Education
Keiser University-Ft Lauderdale 2012 — 2015
DBA Candidate - Doctor of Business Administration, Marketing
College for Financial Planning 2007 — 2009
Master of Science, Personal Financial Planning
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER(TM) Professional
University of Southern Mississippi 1982 — 1986
BS, Computer Science
Jennifer Ridley-Hanson, CFP Jennifer Ridley-Hanson, CFP's Financial Finesse Experience 2000 - 2005
Job Vice President, Wealth Advisor BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank August 2005 - Present
Financial Finesse 2000 - 2005
Firstar Bank Trust Department 1997 - 2000
Education
Lawrence University
Bachelor of Arts (B.A.)
BMO Private Bank August 2005 - Present
Financial Finesse 2000 - 2005
Firstar Bank Trust Department 1997 - 2000
Education
Lawrence University
Bachelor of Arts (B.A.)
Geoffrey Cable Geoffrey Cable's Financial Finesse Experience March 2002 - August 2005
Job Managing Director Wealth Management Services at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Gabe Anderson Gabe Anderson's Financial Finesse Experience 2001 - 2002
Job Web Product Manager at Articulate
Industry E-Learning
Experience
Articulate May 2013 - Present
Articulate May 2009 - May 2013
Articulate March 2004 - April 2009
Autodesk 2002 - 2004
Financial Finesse 2001 - 2002
Headlight 1999 - 2001
Capitol Action Weekly 1997 - 2001
Vassar College 1995 - 1999
Capitol Enquiry 1995 - 1999
Skills
Writing, Software Sales, E-learning, E-Learning, Technical Support, Technical Writing, Software Industry, Salesforce.com, Editing, Leadership, Blogging, Social Media, Strategic Planning, Training, Management, Content Management, Hands-on Training, Needs Analysis, Learning Management, Learning Management..., Customer Support, Program Management, Sales Operations
Education
Vassar College 1995 — 1999
BA, English
The Sage Colleges-Sage Graduate School
Some MBA Classes
Jesuit High School 1992 — 1995
Articulate May 2013 - Present
Articulate May 2009 - May 2013
Articulate March 2004 - April 2009
Autodesk 2002 - 2004
Financial Finesse 2001 - 2002
Headlight 1999 - 2001
Capitol Action Weekly 1997 - 2001
Vassar College 1995 - 1999
Capitol Enquiry 1995 - 1999
Skills
Writing, Software Sales, E-learning, E-Learning, Technical Support, Technical Writing, Software Industry, Salesforce.com, Editing, Leadership, Blogging, Social Media, Strategic Planning, Training, Management, Content Management, Hands-on Training, Needs Analysis, Learning Management, Learning Management..., Customer Support, Program Management, Sales Operations
Education
Vassar College 1995 — 1999
BA, English
The Sage Colleges-Sage Graduate School
Some MBA Classes
Jesuit High School 1992 — 1995
Matthew Bostwick Matthew Bostwick's Financial Finesse Experience May 2015 - Present
Job Director of Technology at Financial Finesse
Industry Information Technology and Services
Experience
Financial Finesse May 2015 - Present
TBWA\Chiat\Day October 2013 - May 2015
Self-Employed October 2010 - October 2013
Participant Media May 2010 - May 2012
OurHistree October 2009 - June 2010
Clearwire May 2008 - October 2009
Ripple September 2007 - March 2008
Amp'd Mobile September 2005 - July 2007
California Lutheran University October 2002 - May 2004
eCommerceLand / sb.net June 2001 - August 2001
Skills
Linux, Apache, Bash, MySQL, DNS, Servers, Solaris, System Administration, PHP, Data Center, Databases, Security, RedHat, Ubuntu, Nagios, Windows Server, Red Hat Linux, Ruby, SQL, Drupal, Configuration Management, Large Scale Deployments, RAID, Project Management, Large Scale Systems, Zabbix, Software Project..., Chef, DevOps, Amazon Web Services...
Education
California Lutheran University 2002 — 2004
Financial Finesse May 2015 - Present
TBWA\Chiat\Day October 2013 - May 2015
Self-Employed October 2010 - October 2013
Participant Media May 2010 - May 2012
OurHistree October 2009 - June 2010
Clearwire May 2008 - October 2009
Ripple September 2007 - March 2008
Amp'd Mobile September 2005 - July 2007
California Lutheran University October 2002 - May 2004
eCommerceLand / sb.net June 2001 - August 2001
Skills
Linux, Apache, Bash, MySQL, DNS, Servers, Solaris, System Administration, PHP, Data Center, Databases, Security, RedHat, Ubuntu, Nagios, Windows Server, Red Hat Linux, Ruby, SQL, Drupal, Configuration Management, Large Scale Deployments, RAID, Project Management, Large Scale Systems, Zabbix, Software Project..., Chef, DevOps, Amazon Web Services...
Education
California Lutheran University 2002 — 2004
Erik Carter, JD, CFP® Erik Carter, JD, CFP®'s Financial Finesse Experience January 2010 - Present
Job Unbiased Financial Planner, Writer, and Educator
Industry Financial Services
Experience
Financial Finesse January 2010 - Present
American Money Management June 2008 - April 2009
Motions March 2008 - April 2009
Robbins Umeda and Fink May 2007 - August 2007
Raj for Congress June 2006 - August 2006
Charles Schwab and Co, Inc. May 2005 - June 2006
ING Advisors Network February 2002 - May 2005
Edward Jones Investments July 2000 - February 2002
Kaplan Educational Centers September 1999 - July 2000
Washington Square News January 2000 - May 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Allocation, Financial Planners, Insurance, Retirement, Mutual Funds, Financial Services, Investment Strategies, Financial Education, Investment Management, Financial Planning, Series 63, Financial Advisory
Education
University of San Diego School of Law 2006 — 2009
JD
New York University 1997 — 2000
BA
Financial Finesse January 2010 - Present
American Money Management June 2008 - April 2009
Motions March 2008 - April 2009
Robbins Umeda and Fink May 2007 - August 2007
Raj for Congress June 2006 - August 2006
Charles Schwab and Co, Inc. May 2005 - June 2006
ING Advisors Network February 2002 - May 2005
Edward Jones Investments July 2000 - February 2002
Kaplan Educational Centers September 1999 - July 2000
Washington Square News January 2000 - May 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Allocation, Financial Planners, Insurance, Retirement, Mutual Funds, Financial Services, Investment Strategies, Financial Education, Investment Management, Financial Planning, Series 63, Financial Advisory
Education
University of San Diego School of Law 2006 — 2009
JD
New York University 1997 — 2000
BA
Nick Kennedy CFP®'s Financial Finesse Experience 2005 - 2007
Job Regional Vice President of 401(k) Sales at Guardian Life
Industry Financial Services
Experience
Guardian Life April 2015 - Present
Guardian Life October 2007 - Present
Financial Finesse 2005 - 2007
Mutual of America 2000 - 2005
Great-West Retirement Services - Philadelphia 1997 - 2000
Skills
Retirement Planning, Retirement, 401k, Financial Education, Strategic Financial..., Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, Investments, Certified Financial..., Defined Benefit, Pensions
Education
Saint Joseph's University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Universite de Strasbourg, France 1986 — 1986
Archbishop Carroll
Archbishop Carroll
Guardian Life April 2015 - Present
Guardian Life October 2007 - Present
Financial Finesse 2005 - 2007
Mutual of America 2000 - 2005
Great-West Retirement Services - Philadelphia 1997 - 2000
Skills
Retirement Planning, Retirement, 401k, Financial Education, Strategic Financial..., Wealth Management, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, Investments, Certified Financial..., Defined Benefit, Pensions
Education
Saint Joseph's University 1983 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Universite de Strasbourg, France 1986 — 1986
Archbishop Carroll
Archbishop Carroll
Glen Crosier's Financial Finesse Experience July 2008 - April 2009
Job Growth strategist and operational expert for profits and nonprofits
Industry Executive Office
Experience
Growth Consultants Int'l. April 2009 - Present
Financial Finesse July 2008 - April 2009
The Cochlan Group July 2006 - June 2008
Skills
Management, Non-profits, Nonprofits, Leadership Development, Executive Management
Education
St. Francis University
MS, Psychology/Sociology
Taylor University
BS, Education
Growth Consultants Int'l. April 2009 - Present
Financial Finesse July 2008 - April 2009
The Cochlan Group July 2006 - June 2008
Skills
Management, Non-profits, Nonprofits, Leadership Development, Executive Management
Education
St. Francis University
MS, Psychology/Sociology
Taylor University
BS, Education
Daniel Starobin's Financial Finesse Experience September 2012 - Present
Job Director of Client Programs at Financial Finesse
Industry Financial Services
Experience
Financial Finesse September 2012 - Present
MullinTBG, a Prudential Company February 2001 - August 2012
Aurora National Life Assurance Company 1997 - 2000
Deloitte & Touche Consulting Group 1995 - 1996
Fleming & Associates 1992 - 1995
Skills
Negotiation, Customer Relations, Strategic Planning, Problem Solving, Excel, Series 6, Series 63, Manage Client..., Management, Team Leadership, Coaching, Employee Benefits, Retirement, Financial Services, Operations Management, Finance, 401k, Business Planning, Client Services, Strategic Financial..., Deferred Compensation, Strategy, Benefits Administration, Human Resources, Microsoft Excel
Education
California State University-Northridge 1997 — 1999
MBA
University of California, Irvine 1988 — 1992
BA, Psychology
San Mateo High School 1984 — 1988
HS Diploma
Financial Finesse September 2012 - Present
MullinTBG, a Prudential Company February 2001 - August 2012
Aurora National Life Assurance Company 1997 - 2000
Deloitte & Touche Consulting Group 1995 - 1996
Fleming & Associates 1992 - 1995
Skills
Negotiation, Customer Relations, Strategic Planning, Problem Solving, Excel, Series 6, Series 63, Manage Client..., Management, Team Leadership, Coaching, Employee Benefits, Retirement, Financial Services, Operations Management, Finance, 401k, Business Planning, Client Services, Strategic Financial..., Deferred Compensation, Strategy, Benefits Administration, Human Resources, Microsoft Excel
Education
California State University-Northridge 1997 — 1999
MBA
University of California, Irvine 1988 — 1992
BA, Psychology
San Mateo High School 1984 — 1988
HS Diploma
Liz Davidson's Financial Finesse Experience 1999 - Present
Job Author | Speaker | Financial Wellness Advocate | Founder & CEO of Financial Finesse
Industry Financial Services
Experience
Financial Finesse 1999 - Present
Education
The Anderson School at UCLA 1995 — 1997
Master of Business Administration (M.B.A.), Business Strategy & Finance
Davidson College 1989 — 1993
Bachelor’s Degree, American Studies with concentration on American History & Economics
Financial Finesse 1999 - Present
Education
The Anderson School at UCLA 1995 — 1997
Master of Business Administration (M.B.A.), Business Strategy & Finance
Davidson College 1989 — 1993
Bachelor’s Degree, American Studies with concentration on American History & Economics
Charles Gentry's Financial Finesse Experience January 2012 - February 2015
Job System Administrator at The Portal Group, on assignment at Toyota national headquarters
Industry Information Technology and Services
Experience
The Portal Group September 2015 - Present
Financial Finesse January 2012 - February 2015
Lucidoc Corporation January 2008 - May 2009
Seattle University September 2003 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Linux System..., Virtualization, Cloud Computing, Amazon EC2, Ubuntu, Solaris, AIX 5.x, Rackspace Cloud, Vendor Management, Technical Sales..., SAN, Network Architecture, Social Media, Team Leadership, Analysis, Project Planning, New Business Development, Team Building
Education
Rice University 1986 — 1991
n/a, Business/Managerial Economics
The Portal Group September 2015 - Present
Financial Finesse January 2012 - February 2015
Lucidoc Corporation January 2008 - May 2009
Seattle University September 2003 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Linux System..., Virtualization, Cloud Computing, Amazon EC2, Ubuntu, Solaris, AIX 5.x, Rackspace Cloud, Vendor Management, Technical Sales..., SAN, Network Architecture, Social Media, Team Leadership, Analysis, Project Planning, New Business Development, Team Building
Education
Rice University 1986 — 1991
n/a, Business/Managerial Economics
Diane Winland's Financial Finesse Experience February 2008 - Present
Job Manager at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PricewaterhouseCoopers January 2015 - Present
Financial Finesse February 2008 - Present
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Wealth Management, Estate Planning, Finance, 401k, Investments, Financial Planners, Financial Education, Portfolio Management, Mutual Funds, Financial Advisory, Strategic Planning, Financial Planning
Education
University of Missouri-Saint Louis 1998 — 2001
MBA, Busniess, Accounting
McKendree University 1990 — 1994
BBA, Accounting
PricewaterhouseCoopers January 2015 - Present
Financial Finesse February 2008 - Present
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Wealth Management, Estate Planning, Finance, 401k, Investments, Financial Planners, Financial Education, Portfolio Management, Mutual Funds, Financial Advisory, Strategic Planning, Financial Planning
Education
University of Missouri-Saint Louis 1998 — 2001
MBA, Busniess, Accounting
McKendree University 1990 — 1994
BBA, Accounting
Travis Glasscock's Financial Finesse Experience October 2011 - April 2014
Job Recruitment
Industry Financial Services
Experience
Financial Finesse October 2011 - April 2014
Skills
Recruiting, Employee Engagement, Leadership, Management, CRM, Strategy, Training, Team Building, Program Management, Budgets, Team Leadership
Education
University of California, Los Angeles
Financial Finesse October 2011 - April 2014
Skills
Recruiting, Employee Engagement, Leadership, Management, CRM, Strategy, Training, Team Building, Program Management, Budgets, Team Leadership
Education
University of California, Los Angeles