Financial Foundation Group
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Financial Foundation Group Employees
Employee
Years
Job
Industry
Shaun Lewis Shaun Lewis's Financial Foundation Group Experience April 2008 - May 2009
Job Director of Operational Risk at USAA
Industry Financial Services
Experience
USAA January 2014 - Present
USAA December 2012 - December 2013
USAA February 2011 - December 2012
USAA June 2009 - February 2011
Financial Foundation Group April 2008 - May 2009
Multi Family Services LLC November 2007 - March 2008
U.S. Army August 2000 - November 2007
Skills
Business Analysis, Management, Process Improvement, Analysis, Financial Analysis, Program Management, Business Process..., Leadership, Finance, Strategic Planning, Change Management, Human Resources, Risk Assessment, Insurance, Risk Management, Strategic Financial..., Strategy, Vendor Management
Education
University of the Incarnate Word 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.97
Texas A&M University 1996 — 2000
Bachelors in Business Administration, Finance
USAA January 2014 - Present
USAA December 2012 - December 2013
USAA February 2011 - December 2012
USAA June 2009 - February 2011
Financial Foundation Group April 2008 - May 2009
Multi Family Services LLC November 2007 - March 2008
U.S. Army August 2000 - November 2007
Skills
Business Analysis, Management, Process Improvement, Analysis, Financial Analysis, Program Management, Business Process..., Leadership, Finance, Strategic Planning, Change Management, Human Resources, Risk Assessment, Insurance, Risk Management, Strategic Financial..., Strategy, Vendor Management
Education
University of the Incarnate Word 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.97
Texas A&M University 1996 — 2000
Bachelors in Business Administration, Finance
Brandon Giorgetta Brandon Giorgetta's Financial Foundation Group Experience May 2012 - October 2012
Job Financial Analyst
Industry Insurance
Experience
TeleTech May 2015 - Present
Real Colorado Soccer August 2012 - Present
Farmers Insurance July 2014 - February 2015
Bank of the West November 2013 - March 2014
Financial Foundation Group May 2012 - October 2012
AIM Solutions June 2011 - June 2012
Dean's February 2011 - May 2012
Car Care Promotions June 2010 - August 2010
Fountain Valley School of Colorado August 2007 - May 2008
Skills
Customer Service, Financial Analysis, Microsoft Excel, Strategic Financial..., Sales, Analysis, Investments, Entrepreneurship, Finance, Microsoft Office, PowerPoint, Life Insurance, Excel, Word, Financial Reviews, Organization, Financial Services, Financial Markets, Financial Statements, Highly detail oriented, Analytical Skills, Insurance, Retirement Planning, Financial Advisory, Social Networking, Property and Casualty, Hyperion, Social Media, Leadership, Noetix, MS Excel Pivot Tables, Ms Excel Vlookup
Education
Trinity University 2009 — 2012
Bachelor of Science, Business Administration; Finance
Rollins College 2008 — 2009
Business Administration and Management, General
Fountain Valley 2004 — 2008
TeleTech May 2015 - Present
Real Colorado Soccer August 2012 - Present
Farmers Insurance July 2014 - February 2015
Bank of the West November 2013 - March 2014
Financial Foundation Group May 2012 - October 2012
AIM Solutions June 2011 - June 2012
Dean's February 2011 - May 2012
Car Care Promotions June 2010 - August 2010
Fountain Valley School of Colorado August 2007 - May 2008
Skills
Customer Service, Financial Analysis, Microsoft Excel, Strategic Financial..., Sales, Analysis, Investments, Entrepreneurship, Finance, Microsoft Office, PowerPoint, Life Insurance, Excel, Word, Financial Reviews, Organization, Financial Services, Financial Markets, Financial Statements, Highly detail oriented, Analytical Skills, Insurance, Retirement Planning, Financial Advisory, Social Networking, Property and Casualty, Hyperion, Social Media, Leadership, Noetix, MS Excel Pivot Tables, Ms Excel Vlookup
Education
Trinity University 2009 — 2012
Bachelor of Science, Business Administration; Finance
Rollins College 2008 — 2009
Business Administration and Management, General
Fountain Valley 2004 — 2008
Lori Tofani Lori Tofani's Financial Foundation Group Experience July 2011 - October 2012
Job Branch Manager Financial Services
Industry Banking
Experience
Huron Valley Financial 2015 - Present
Huntington National Bank May 2009 - 2013
Financial Foundation Group July 2011 - October 2012
HSBC June 2003 - April 2009
Skills
Credit, Loans, Branch Management, Banking, Consumer Lending, Retail Banking, Mortgage Banking, Underwriting, Credit Analysis, Cross Selling, Credit Risk, Portfolio Management, Insurance, FHA, Small Business Lending, Relationship Management, Financial Services, Mortgage Lending, Investments, Wealth Management, Loss Mitigation, Branch Banking, Retirement Planning, Operational Risk, Building Relationships, Change Management, Performance Management, Coaching, Management, Customer Service, AML, Home Equity Lines of..., Core Banking, Deposits, Lines Of Credit, Risk Management, Financial Risk, Financial Analysis, Cash Management, Talent Management, Talent Acquisition, Employee Training, Finance, Onboarding, Employee Relations, Strategic Planning, Recruiting, Team Building, Employee Engagement, P
Education
Notre Dame Academy
Thomas Edison State College
Social work Psychology non profit
University of Toledo
Bachelor of Business Administration (B.B.A.)
Huron Valley Financial 2015 - Present
Huntington National Bank May 2009 - 2013
Financial Foundation Group July 2011 - October 2012
HSBC June 2003 - April 2009
Skills
Credit, Loans, Branch Management, Banking, Consumer Lending, Retail Banking, Mortgage Banking, Underwriting, Credit Analysis, Cross Selling, Credit Risk, Portfolio Management, Insurance, FHA, Small Business Lending, Relationship Management, Financial Services, Mortgage Lending, Investments, Wealth Management, Loss Mitigation, Branch Banking, Retirement Planning, Operational Risk, Building Relationships, Change Management, Performance Management, Coaching, Management, Customer Service, AML, Home Equity Lines of..., Core Banking, Deposits, Lines Of Credit, Risk Management, Financial Risk, Financial Analysis, Cash Management, Talent Management, Talent Acquisition, Employee Training, Finance, Onboarding, Employee Relations, Strategic Planning, Recruiting, Team Building, Employee Engagement, P
Education
Notre Dame Academy
Thomas Edison State College
Social work Psychology non profit
University of Toledo
Bachelor of Business Administration (B.B.A.)
Ashley Barkin Ashley Barkin's Financial Foundation Group Experience April 2012 - Present
Job Financial Professional at Financial Foundation Group
Industry Writing and Editing
Experience
Financial Foundation Group April 2012 - Present
East West Caterers July 2011 - Present
East West Pizzeria September 2009 - Present
Barkin Dog Entertainment Group December 2009 - June 2011
Rock Over America Magazine August 2010 - August 2010
Vegas Rocks Magazine December 2009 - December 2009
Skills
Photoshop, InDesign, Microsoft Office 2007, Excel, Web Design, Financial Advisory
Education
Colorado State University 2009 — 2014
Journalism
Financial Foundation Group April 2012 - Present
East West Caterers July 2011 - Present
East West Pizzeria September 2009 - Present
Barkin Dog Entertainment Group December 2009 - June 2011
Rock Over America Magazine August 2010 - August 2010
Vegas Rocks Magazine December 2009 - December 2009
Skills
Photoshop, InDesign, Microsoft Office 2007, Excel, Web Design, Financial Advisory
Education
Colorado State University 2009 — 2014
Journalism
Jiukun Yan Jiukun Yan's Financial Foundation Group Experience July 2011 - October 2011
Job Research Assistant at HadadMilinazzo Financial Group, Inc.
Industry Financial Services
Experience
Hadad-Milinazzo Financial Group, Inc. January 2012 - Present
Risk Management Department, University of Denver April 2011 - Present
Financial Foundation Group July 2011 - October 2011
Industrial & Commercial Bank of China, Jiamusi, China April 2009 - August 2009
Industrial & Commercial Bank of China, Jiamusi, China January 2008 - March 2008
Skills
Excel, PowerPoint, English, Microsoft Office, Word, Mandarin, Statistics, Minitab, Chinese, Research, Writing, Customer Service, Quickbooks
Education
University of Denver - Daniels College of Business 2010 — 2011
Master of Science in Finance, Finance
Dongbei University of Finance and Economics 2004 — 2008
Bachelor of Economics, Finance
Hadad-Milinazzo Financial Group, Inc. January 2012 - Present
Risk Management Department, University of Denver April 2011 - Present
Financial Foundation Group July 2011 - October 2011
Industrial & Commercial Bank of China, Jiamusi, China April 2009 - August 2009
Industrial & Commercial Bank of China, Jiamusi, China January 2008 - March 2008
Skills
Excel, PowerPoint, English, Microsoft Office, Word, Mandarin, Statistics, Minitab, Chinese, Research, Writing, Customer Service, Quickbooks
Education
University of Denver - Daniels College of Business 2010 — 2011
Master of Science in Finance, Finance
Dongbei University of Finance and Economics 2004 — 2008
Bachelor of Economics, Finance
Cedric E. Lewis, JD, MBA Cedric E. Lewis, JD, MBA's Financial Foundation Group Experience October 2010 - 2011
Job Guest Lecturer, Grove City College
Industry Higher Education
Experience
PKDreams, LLC dba Unashamed Tees 2014 - Present
Grove City College August 2013 - Present
STAND Productions, LLC 2013 - Present
Izon Media, LLC 2013 - Present
CIRDEC Consulting, LLC 2008 - Present
Full Sail University 2011 - 2013
Financial Foundation Group October 2010 - 2011
Greenstart, Inc. 2009 - November 2010
Cedric E. Lewis & Associates, P.A. 2002 - 2008
Skills
Microsoft Excel, Corporate Finance, Investments, Time Management, Public Speaking, Fixed Annuities, Social Media, Microsoft Word, Marketing, Strategic Planning, Leadership, Event Planning, Staff Development, Small Business, PowerPoint, Teaching, Entrepreneurship, Creative Writing, Fundraising, Event Management, Public Relations, Business Planning, Social Networking, Social Media Marketing, Management, Leadership Development, Photoshop, Facebook, Nonprofits, Blogging, Video Production
Education
Nova Southeastern University 1997 — 2000
MBA, Finance
Nova Southeastern University Shepard Broad College of Law 1997 — 2000
JD, Law
Stetson University 1994 — 1997
BBA, Marketing
PKDreams, LLC dba Unashamed Tees 2014 - Present
Grove City College August 2013 - Present
STAND Productions, LLC 2013 - Present
Izon Media, LLC 2013 - Present
CIRDEC Consulting, LLC 2008 - Present
Full Sail University 2011 - 2013
Financial Foundation Group October 2010 - 2011
Greenstart, Inc. 2009 - November 2010
Cedric E. Lewis & Associates, P.A. 2002 - 2008
Skills
Microsoft Excel, Corporate Finance, Investments, Time Management, Public Speaking, Fixed Annuities, Social Media, Microsoft Word, Marketing, Strategic Planning, Leadership, Event Planning, Staff Development, Small Business, PowerPoint, Teaching, Entrepreneurship, Creative Writing, Fundraising, Event Management, Public Relations, Business Planning, Social Networking, Social Media Marketing, Management, Leadership Development, Photoshop, Facebook, Nonprofits, Blogging, Video Production
Education
Nova Southeastern University 1997 — 2000
MBA, Finance
Nova Southeastern University Shepard Broad College of Law 1997 — 2000
JD, Law
Stetson University 1994 — 1997
BBA, Marketing
Ryan Mikeal Ryan Mikeal's Financial Foundation Group Experience June 2012 - Present
Job Financial Professional at Financial Foundation Group
Industry Investment Management
Experience
Financial Foundation Group June 2012 - Present
Diamond Resources August 2011 - May 2012
State Farm Insurance May 2011 - August 2011
Skills
Property & Casualty..., Insurance, Life Insurance, Casualty, General Insurance, Term Life Insurance, Disability Insurance, Liability, Homeowners, Underwriting, Whole Life, Claim, Fixed Annuities, Workers Compensation, Professional Liability
Education
Maranatha Baptist University 2007 — 2011
BBA, Business Management
Financial Foundation Group June 2012 - Present
Diamond Resources August 2011 - May 2012
State Farm Insurance May 2011 - August 2011
Skills
Property & Casualty..., Insurance, Life Insurance, Casualty, General Insurance, Term Life Insurance, Disability Insurance, Liability, Homeowners, Underwriting, Whole Life, Claim, Fixed Annuities, Workers Compensation, Professional Liability
Education
Maranatha Baptist University 2007 — 2011
BBA, Business Management
Adam Papageorgiou's Financial Foundation Group Experience May 2010 - April 2011
Job Human Resource Specialist and Basketball Blogger
Industry Human Resources
Experience
Siemens December 2014 - Present
Magic Basketball Online June 2008 - Present
BankUnited October 2011 - April 2014
Financial Foundation Group May 2010 - April 2011
Charity September 2008 - December 2008
HIP INVESTMENT PROPERTIES September 2006 - June 2008
UNIVERSAL CITYWALK June 2006 - August 2006
Skills
Mortgage Lending, Finance, Training, Leadership, Banking, Customer Service, Selling, Loans, Accounting, Management, Financial Analysis, Investments, Fixed Annuities, Financial Reporting, Wealth Management, Credit, Small Business, Credit Analysis, Asset Management, Valuation, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
Finance, Finance
Siemens December 2014 - Present
Magic Basketball Online June 2008 - Present
BankUnited October 2011 - April 2014
Financial Foundation Group May 2010 - April 2011
Charity September 2008 - December 2008
HIP INVESTMENT PROPERTIES September 2006 - June 2008
UNIVERSAL CITYWALK June 2006 - August 2006
Skills
Mortgage Lending, Finance, Training, Leadership, Banking, Customer Service, Selling, Loans, Accounting, Management, Financial Analysis, Investments, Fixed Annuities, Financial Reporting, Wealth Management, Credit, Small Business, Credit Analysis, Asset Management, Valuation, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
Finance, Finance
Christi Klemme Christi Klemme's Financial Foundation Group Experience February 2010 - June 2012
Job Financial Professional
Industry Financial Services
Experience
The Prudential Insurance Company of America November 2013 - Present
New York Life Insurance Company June 2012 - October 2013
Financial Foundation Group February 2010 - June 2012
HSBC 2002 - 2009
Skills
Team Leadership, PowerPoint, Process Improvement, Training, Employee Relations, Human Resources, Relationship Management, Loans, Nonprofits, Financial Analysis, Public Speaking, Microsoft Excel, Fundraising, Sales, Negotiation, Account Management, Research, Event Management, Customer Service, Budgets, Microsoft Office, Outlook
Education
Marymount University 1999 — 2001
Bachelor of Arts, Communications
George Mason University 1997 — 1999
Communications
The Prudential Insurance Company of America November 2013 - Present
New York Life Insurance Company June 2012 - October 2013
Financial Foundation Group February 2010 - June 2012
HSBC 2002 - 2009
Skills
Team Leadership, PowerPoint, Process Improvement, Training, Employee Relations, Human Resources, Relationship Management, Loans, Nonprofits, Financial Analysis, Public Speaking, Microsoft Excel, Fundraising, Sales, Negotiation, Account Management, Research, Event Management, Customer Service, Budgets, Microsoft Office, Outlook
Education
Marymount University 1999 — 2001
Bachelor of Arts, Communications
George Mason University 1997 — 1999
Communications
Mandy M. Cannon's Financial Foundation Group Experience January 2010 - Present
Job Vice President of Marketing and Business Development at Financial Foundation Group
Industry Financial Services
Experience
Financial Foundation Group January 2010 - Present
Skills
Outlook, Microsoft Excel, Sales, Customer Service, Financial Analysis, Life Insurance, PowerPoint, Retirement Planning, Public Speaking, Leadership Development, Salesforce.com, Leadership, Business Planning, Marketing, Training, Insurance, Team Building, Budgets, Coaching, Management, Team Leadership, Entrepreneurship, Business Strategy, Sales Management, Strategic Planning, Marketing Strategy, Social Networking, Time Management, Business Development
Education
University of Colorado 2004 — 2008
University of Colorado Boulder
Financial Foundation Group January 2010 - Present
Skills
Outlook, Microsoft Excel, Sales, Customer Service, Financial Analysis, Life Insurance, PowerPoint, Retirement Planning, Public Speaking, Leadership Development, Salesforce.com, Leadership, Business Planning, Marketing, Training, Insurance, Team Building, Budgets, Coaching, Management, Team Leadership, Entrepreneurship, Business Strategy, Sales Management, Strategic Planning, Marketing Strategy, Social Networking, Time Management, Business Development
Education
University of Colorado 2004 — 2008
University of Colorado Boulder
Timothy Diaz Timothy Diaz's Financial Foundation Group Experience June 2015 - July 2015
Job Director of Brand Ambassador Program at PopSockets
Industry Marketing and Advertising
Experience
PopSockets LLC October 2015 - Present
Financial Foundation Group June 2015 - July 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Financial Services, Entrepreneurship, Investments, Financial Analysis, New Business Development, Finance, Financial Modeling, Business Writing, Microsoft Excel, Microsoft Office, FactSet, Bloomberg Terminal
Education
University of Colorado Boulder 2013 — 2015
Bachelor of Science in Business Administration with an emphasis in Finance, Finance, Entrepreneurship, December 2015 Graduate
Chaffey College 2011 — 2013
General Eduation, Business
PopSockets LLC October 2015 - Present
Financial Foundation Group June 2015 - July 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Skills
Financial Services, Entrepreneurship, Investments, Financial Analysis, New Business Development, Finance, Financial Modeling, Business Writing, Microsoft Excel, Microsoft Office, FactSet, Bloomberg Terminal
Education
University of Colorado Boulder 2013 — 2015
Bachelor of Science in Business Administration with an emphasis in Finance, Finance, Entrepreneurship, December 2015 Graduate
Chaffey College 2011 — 2013
General Eduation, Business
Dan Fasciani Dan Fasciani's Financial Foundation Group Experience July 2010 - June 2012
Job Financial Services Professional serving as your guide to financial prosperity
Industry Financial Services
Experience
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
Jonathan Samuel Jonathan Samuel's Financial Foundation Group Experience October 2005 - May 2006
Job Quantum Servicing Corporation Licensing, Compliance & Audit Specialist
Industry Banking
Experience
America's Mortgage Professionals December 2012 - Present
Quantum Servicing Corporations June 2012 - December 2012
Quantum Servicing Corporation August 2011 - June 2012
Quantum Servicing Corporation October 2010 - August 2011
Crosstown Lending September 2007 - October 2010
Orion Residential Finance June 2006 - August 2007
Financial Foundation Group October 2005 - May 2006
HSBC Mortgage Services July 1999 - September 2005
Skills
Typing, excel,..., Mortgage Lending, Loans, Refinance, Credit, Loan Servicing, Credit Analysis, Short Sales, Credit Risk, HUD, Loan Modifications, Title Insurance, Closings, Escrow, Loan Origination, Residential Mortgages, Litigation, FHA, VA loans, FHA financing, USDA, Mediation, Loss Mitigation, Foreclosures, Government Loans, Mortgage Servicing, First Time Home Buyers
Education
Elmhurst College 1998 — 2000
Associate's degree, Business, Management, Marketing, and Related Support Services
America's Mortgage Professionals December 2012 - Present
Quantum Servicing Corporations June 2012 - December 2012
Quantum Servicing Corporation August 2011 - June 2012
Quantum Servicing Corporation October 2010 - August 2011
Crosstown Lending September 2007 - October 2010
Orion Residential Finance June 2006 - August 2007
Financial Foundation Group October 2005 - May 2006
HSBC Mortgage Services July 1999 - September 2005
Skills
Typing, excel,..., Mortgage Lending, Loans, Refinance, Credit, Loan Servicing, Credit Analysis, Short Sales, Credit Risk, HUD, Loan Modifications, Title Insurance, Closings, Escrow, Loan Origination, Residential Mortgages, Litigation, FHA, VA loans, FHA financing, USDA, Mediation, Loss Mitigation, Foreclosures, Government Loans, Mortgage Servicing, First Time Home Buyers
Education
Elmhurst College 1998 — 2000
Associate's degree, Business, Management, Marketing, and Related Support Services
Nathan Sjostrom Nathan Sjostrom's Financial Foundation Group Experience June 2010 - November 2010
Job Securities Administration at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2013 - Present
Jones International University November 2012 - March 2013
National Jewish Health July 2011 - November 2012
Financial Foundation Group June 2010 - November 2010
Education
North Dakota State University 1998 — 2005
BS, Business
PENSCO Trust Company March 2013 - Present
Jones International University November 2012 - March 2013
National Jewish Health July 2011 - November 2012
Financial Foundation Group June 2010 - November 2010
Education
North Dakota State University 1998 — 2005
BS, Business
Brittany Haskins's Financial Foundation Group Experience July 2012 - October 2012
Job Video Technician at Glowpoint, Inc.
Industry Telecommunications
Experience
Glowpoint, Inc. April 2014 - Present
Glowpoint, Inc. February 2013 - April 2014
EF Education First November 2012 - March 2013
Financial Foundation Group July 2012 - October 2012
BolderBoulder May 2011 - May 2012
University of Colorado at Boulder 2008 - May 2012
Columbine Plastics July 2011 - October 2011
Zynex Medical May 2008 - August 2010
Skills
Video Conferencing, Customer Service, Customer Relations, Computer Literate, General Administration, Planning, Public Relations, Sales, Internet, Teamwork, Data Entry, Social Media, Financial Reporting, Financial Management, Time Management, Databases, Social Networking, Microsoft Office, Outlook, NetSuite, Blogging, Excel, PowerPoint, Quickbooks, Polycom Video..., LifeSize Video..., Microsoft CRM, Managerial Finance, Microsoft Excel, Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Glowpoint, Inc. April 2014 - Present
Glowpoint, Inc. February 2013 - April 2014
EF Education First November 2012 - March 2013
Financial Foundation Group July 2012 - October 2012
BolderBoulder May 2011 - May 2012
University of Colorado at Boulder 2008 - May 2012
Columbine Plastics July 2011 - October 2011
Zynex Medical May 2008 - August 2010
Skills
Video Conferencing, Customer Service, Customer Relations, Computer Literate, General Administration, Planning, Public Relations, Sales, Internet, Teamwork, Data Entry, Social Media, Financial Reporting, Financial Management, Time Management, Databases, Social Networking, Microsoft Office, Outlook, NetSuite, Blogging, Excel, PowerPoint, Quickbooks, Polycom Video..., LifeSize Video..., Microsoft CRM, Managerial Finance, Microsoft Excel, Marketing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Ken Perrin's Financial Foundation Group Experience July 2002 - Present
Job Primary Focus 401k Rollovers, IRA Transfers, Tax Advantaged Investing, & Life Insurance. Owner & Senior Partner FFG
Industry Financial Services
Experience
Financial Foundation Group July 2002 - Present
Parkland Securities August 2012 - Present
Simmers Capital Management April 1998 - July 2002
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, 401k, Financial Services, Insurance, IRAs, Life Insurance, Income Protection, 401k Rollovers, Tax Managed Investments
Education
Michigan State University 1992 — 1996
Bachelors, Marketing
Michigan State University - The Eli Broad College of Business
Financial Foundation Group July 2002 - Present
Parkland Securities August 2012 - Present
Simmers Capital Management April 1998 - July 2002
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, 401k, Financial Services, Insurance, IRAs, Life Insurance, Income Protection, 401k Rollovers, Tax Managed Investments
Education
Michigan State University 1992 — 1996
Bachelors, Marketing
Michigan State University - The Eli Broad College of Business
Kim Stuebe's Financial Foundation Group Experience April 2010 - Present
Job Financial Professional at Financial Foundation Group
Industry Financial Services
Experience
Financial Foundation Group April 2010 - Present
Alpine Access March 2009 - October 2009
PS Homecare June 2008 - January 2009
Public Service Credit Union March 2007 - June 2008
McDonald'sCentennial, CO March 2005 - May 2007
Skills
Recruiting
Education
University of Phoenix
Business Administration
Smoky Hill High School
High School Diploma
Financial Foundation Group April 2010 - Present
Alpine Access March 2009 - October 2009
PS Homecare June 2008 - January 2009
Public Service Credit Union March 2007 - June 2008
McDonald'sCentennial, CO March 2005 - May 2007
Skills
Recruiting
Education
University of Phoenix
Business Administration
Smoky Hill High School
High School Diploma
Kirk Antici's Financial Foundation Group Experience September 2010 - Present
Job Financial Professional at Financial Foundation Group
Industry Financial Services
Experience
Financial Foundation Group September 2010 - Present
Antici Farms January 2008 - December 2009
First National Bank of Clarkasdale May 2007 - August 2007
Green Construction January 2006 - August 2006
Education
University of Mississippi - School of Business Administration 2002 — 2007
Business, Managerial Finance
Financial Foundation Group September 2010 - Present
Antici Farms January 2008 - December 2009
First National Bank of Clarkasdale May 2007 - August 2007
Green Construction January 2006 - August 2006
Education
University of Mississippi - School of Business Administration 2002 — 2007
Business, Managerial Finance
Jason Sepulveda's Financial Foundation Group Experience June 2010 - January 2011
Job Licensed Agent at Allstate
Industry Insurance
Experience
Allstate November 2011 - Present
Vista del Sol, Inc. May 2005 - October 2011
Financial Foundation Group June 2010 - January 2011
Education
The University of Texas at San Antonio 2003 — 2008
Bachelor of Business Administration, Finance
Allstate November 2011 - Present
Vista del Sol, Inc. May 2005 - October 2011
Financial Foundation Group June 2010 - January 2011
Education
The University of Texas at San Antonio 2003 — 2008
Bachelor of Business Administration, Finance
Benjamin Bourque's Financial Foundation Group Experience July 2010 - September 2010
Job Sales at Center Partners
Industry Financial Services
Experience
Center Partners October 2010 - Present
Financial Foundation Group July 2010 - September 2010
Education
Louisiana State University 2005 — 2009
Bachelors, Physics with concentration in Health Physics
Center Partners October 2010 - Present
Financial Foundation Group July 2010 - September 2010
Education
Louisiana State University 2005 — 2009
Bachelors, Physics with concentration in Health Physics
Amber Sporrer's Financial Foundation Group Experience May 2012 - Present
Job Nursing School
Industry Financial Services
Experience
Financial Foundation Group May 2012 - Present
Skills
Fixed Annuities, Investments
Education
University of Northern Iowa 2006 — 2010
BA, Communications
Financial Foundation Group May 2012 - Present
Skills
Fixed Annuities, Investments
Education
University of Northern Iowa 2006 — 2010
BA, Communications
Evan DeCoster's Financial Foundation Group Experience March 2011 - June 2011
Job Account Manager at LCS Financial Services
Industry Financial Services
Experience
LCS Financial Services October 2011 - Present
Financial Foundation Group March 2011 - June 2011
TNT Fireworks June 2008 - July 2010
Skills
Financial Analysis, Fixed Annuities, Insurance, Life Insurance, College Savings Plans, Accounting, Whole Life, Microsoft Excel, Term Life Insurance, Investments, Customer Service, Long Term Care Insurance, Budgets, IRAs, Outlook, Sales, Sales Management
Education
Regis University 2007 — 2011
Bachelor of Science, Finance, minor in Spanish
LCS Financial Services October 2011 - Present
Financial Foundation Group March 2011 - June 2011
TNT Fireworks June 2008 - July 2010
Skills
Financial Analysis, Fixed Annuities, Insurance, Life Insurance, College Savings Plans, Accounting, Whole Life, Microsoft Excel, Term Life Insurance, Investments, Customer Service, Long Term Care Insurance, Budgets, IRAs, Outlook, Sales, Sales Management
Education
Regis University 2007 — 2011
Bachelor of Science, Finance, minor in Spanish
Rebecca Capehart's Financial Foundation Group Experience August 2012 - October 2012
Job Financial | Data | Business Analyst
Industry Financial Services
Experience
Financial Foundation Group August 2012 - October 2012
Southwest Veterinary Hospital June 2009 - September 2012
VCA Douglas County Animal Hosptial February 2007 - June 2009
Brentwood Animal Hosptial February 2005 - March 2007
Skills
Financial Analysis, Data Analysis, Financial Reporting, Financial Accounting, Cost Analysis, Budget, Forecasting, Investigative Research, Account Reconciliation, Variance Analysis, Processes, Accounting, Cash/Credit Orders, Balancing End-of-Day..., Hoovers, Accounting Information..., Databases, Company Profiling, Detailed Organization, Highly Detailed
Education
American InterContinental University
Master of Business Administration (M.B.A.), Concentration in Finance
Bel-Rea Institute of Animal
Associate of Applied Science Degree, Veterinary Technology
Colorado State University
Bachelor of Science, Psychology
Financial Foundation Group August 2012 - October 2012
Southwest Veterinary Hospital June 2009 - September 2012
VCA Douglas County Animal Hosptial February 2007 - June 2009
Brentwood Animal Hosptial February 2005 - March 2007
Skills
Financial Analysis, Data Analysis, Financial Reporting, Financial Accounting, Cost Analysis, Budget, Forecasting, Investigative Research, Account Reconciliation, Variance Analysis, Processes, Accounting, Cash/Credit Orders, Balancing End-of-Day..., Hoovers, Accounting Information..., Databases, Company Profiling, Detailed Organization, Highly Detailed
Education
American InterContinental University
Master of Business Administration (M.B.A.), Concentration in Finance
Bel-Rea Institute of Animal
Associate of Applied Science Degree, Veterinary Technology
Colorado State University
Bachelor of Science, Psychology