Financial Independence Group
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Financial Independence Group Employees
Financial Independence Group July 2012 - Present
Skills
Marketing, Life Insurance, Marketing Strategy, Retirement, Insurance, Health Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Employee Benefits, Fixed Annuities, Sales, Financial Planners, Management, Estate Planning, Investments, Small Business, Retirement Planning, Financial Planning, 401k, IRAs, Wealth Management, Portfolio Management
Education
Appalachian State University 2006 — 2011
Bachelor of Science (B.S.), Geology
The Assurance Group January 2014 - Present
Reliance Standard August 2012 - December 2013
Financial Independence Group February 2009 - August 2012
Skills
Fixed Annuities, Indexed Annuities, Sales, Back Office, Term Life Insurance, General Insurance, Underwriting, Commercial Insurance, Retirement Planning, Whole Life, Long Term Care Insurance, Retirement, IRAs, Long-term Care, Medicare, Team Building, Customer Service
Education
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Science (BS), Business Administration, Financial Management
Financial Independence Group March 2010 - Present
Walker and Associates November 2005 - February 2010
Skills
HTML, Business Analysis, Visio, Requirements Gathering, Insurance, Project Management, SDLC, Databases, SQL, Team Leadership, Management, Software Documentation, Financial Services, JavaScript, PHP, PL/SQL, T-SQL, ASP.NET, C#
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems
Financial Independence Group March 2000 - Present
Skills
Fixed Annuities, Retirement, Retirement Planning, Indexed Annuities, Estate Planning, IRAs, Wealth Accumulation, Wealth Management, Whole Life, Variable Annuities, 401k, Financial Planners, Financial Advisory, Universal Life, Long Term Care Insurance, Financial Planning, Insurance, Life Insurance
Education
Appalachian State University 1995 — 2000
BSA BA, Business Management Walker College of Business
Christchurch School 1991 — 1995
Diploma
Robert Half International February 2013 - Present
Financial Independence Group October 2011 - January 2013
Bank of America April 2008 - August 2011
Merrill Edge April 2008 - August 2011
Merrill Lynch April 2008 - August 2011
Fortune 5 Marketing January 2007 - January 2008
Seacoast Seafood May 2006 - August 2006
Lauden Golf of Palm Coast March 2005 - May 2006
Skills
Investments, Recruiting, Finance, Leadership, Management, Employee Benefits, Retirement Planning, Sales, Wealth Management, Financial Services, Fixed Annuities, Accounting, Microsoft Excel, Strategic Financial..., Training, Mutual Funds, Marketing, Interviews, Account Management, Banking, Health Insurance, Financial Planning, Marketing Strategy, Professional staffing, Financial Advisory, Strategic Planning, Business Planning, Insurance, Portfolio Management, Cold Calling, New Business Development, 401k, IRAs, Series 63, Estate Planning, Wealth, Series 7, Asset, Annuity, Financial Planners, Executive Management, Retirement, Wealth Management..., Sales Management, Succession Planning, Sales Presentations, Asset Allocation, Investment Strategies, Full-life Cycle..., Salesforce.com
Education
University of North Florida 2001 — 2006
BA International Business, BA Marketing
Universidad de Montevideo - Montevideo, Uruguay 2006 — 2006
BA, International Business/ Latin America
University of the West Indes 2006 — 2006
BA, International Business/ Third World - Kingston, Jamaica
Financial Independence Group May 2008 - Present
Financial Independence Group May 2008 - Present
Skills
Fixed Annuities, Financial Advisory, Retirement, IRAs, Life Insurance, Marketing, Retirement Planning, Financial Services, Insurance
Education
Appalachian State University 2004 — 2008
BA, Business
Webb Chemical and Paper January 2014 - Present
Financial Independence Group June 2010 - January 2014
White Eagle Conference Center May 2007 - May 2010
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Strategic Financial..., Whole Life, Employee Benefits, Fixed Annuities, Term Life Insurance, Retirement Planning, Long-term Care, Customer Service, Long Term Care Insurance, Sales
Education
State University of New York College of Agriculture and Technology at Morrisville 2006 — 2010
Bachelor of Business Administration (B.B.A.), Resort & Recreation Service Management
Ruggieri Financial Group July 2012 - Present
CPR My Career December 2012 - Present
Ruggieri Financial December 2003 - Present
Amerivets March 2007 - March 2014
Financial Independence Group July 2012 - August 2013
Skills
IRAs, 401k, 401k Rollovers, Retirement, Strategic Financial..., Indexed Annuities, Fixed Annuities, Career Counseling, Job Coaching, Estate Planning, Employee Benefits, Wealth Management, Veterans Benefits, Long Term Care Planning, Term Life Insurance, Single Premium..., Medicaid and MediCal..., Sales and Agent Coaching, Long Term Care Insurance, Seminar Marketing, Sales Management, Social Media Marketing, Whole Life, Financial Planners, Insurance, Marketing Communications, Coaching, Management, Financial Advisory, Long-term Care, Financial Planning, Marketing, Retirement Planning, Investments, Life Insurance
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Arts (B.A.), Psychology/Biology
National University 1994 — 1996
Master's degree, Leadership and Curriculum Development
National General Insurance August 2014 - Present
Financial Independence Group August 2012 - December 2013
State Employees' Credit Union January 2012 - August 2012
SECU July 2006 - January 2012
Skills
Case Managment, SmartOffice, Fixed Annuities, Indexed Annuities, Notary Public, Credit Unions, Financial Services, Banking, Loans, Credit Cards, Account Reconciliation, Loan Origination, Cash Management, Claims Investigations, Property & Casualty...
Education
Appalachian State University 2002 — 2006
Bachelor of Science (B.S.), Communication, Adversiting, 3.4
MetLife August 2015 - Present
The Providence Group December 2014 - August 2015
Financial Independence Group January 2014 - November 2014
Fifth Third Bank October 2010 - January 2014
Radford University Athletic Communications Department September 2009 - December 2009
Potomac Nationals May 2009 - August 2009
Hilldrup Companies May 2008 - August 2008
Skills
Event Planning, Leadership, Public Relations, Customer Service, Marketing, Time Management, Event Management, Outlook, PowerPoint, Sales, Microsoft Office, Management, Newsletters, Social Media Marketing, Advertising, Editing, Administrative..., Data Entry, Communication, Account Management, Windows, Salesforce.com, Photoshop, CRM, SharePoint, Reporting & Analysis, Project Coordination, Internal Communications, Concur, InDesign
Education
Radford University 2006 — 2010
B.S, Public Relations, Media Studies
Brooke Point High School 2002 — 2006
SPX Corporation 2012 - Present
Brooksource 2012 - 2012
Toyota of North Charlotte 2012 - 2012
SPX Corporation 2011 - 2011
Financial Independence Group 2010 - 2011
Education
University of Pittsburgh
Bachelor of Arts
Creative Marketing March 2012 - Present
Financial Independence Group January 2011 - February 2012
Creative Marketing September 2004 - January 2011
Personalized Brokerage Services 2001 - 2004
Waddell & Reed 1999 - 2001
Skills
Financial Advisory, Financial Services, Fixed Annuities, IRAs, Insurance, Life Insurance, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Series 7, Term Life Insurance, Variable Annuities
Education
The University of Kansas 1995 — 1999
BS, Sports Administration
Financial Independence Group May 2010 - Present
State Farm Insurance 2005 - 2010
Integrated Benefits 2003 - 2005
Sherwin Williams 1999 - 2003
Skills
Marketing, Life Insurance, Underwriting, New Business Development, Insurance, Employee Benefits, Term Life Insurance, 401k, CRM, Disability Insurance, Financial Advisory, Financial Planners, Lead Generation, Leadership, Long Term Care Insurance, Recruiting, Retirement, Retirement Planning, Risk Management, Sales, Strategic Financial..., Strategic Planning, Team Building, Training, Universal Life, Whole Life, Estate Planning
Education
Marietta College 1997 — 2001
BA, Business Management
The American College
CLU, Currently Enrolled
Central Carolina Screen Pritning January 2005 - Present
20/20 Financial Group June 2007 - November 2013
Financial Independence Group 2005 - 2010
Skills
Retirement Planning, Wealth Management, Retirement, Fixed Annuities, Investments, Estate Planning, Life Insurance, Bonds, Finance, Stocks, IRAs, Long-term Care, Term Life Insurance, Disability Insurance, Universal Life
Education
Nova Southeastern University 2003 — 2004
Master's, Education
Greensboro College 1992 — 1995
B.S, Mathematics, 3.4
Central Davidson High School 1986 — 1990
High School Diploma
Financial Independence Group March 2009 - Present
Skills
Fixed Annuities, Insurance, Retirement Planning, Marketing, Indexed Annuities, Disability Insurance, Health Insurance, Long-term Care, Life Insurance, Financial Advisory, Term Life Insurance, Retirement, IRAs
Education
Appalachian State University 2004 — 2008
Bachelor of Science, Major: Public Relations with a Concentration in Comm Law Minor: Political Science
Lake Norman Realty July 2014 - Present
Financial Independence Group April 2011 - March 2014
PostNet December 2007 - April 2011
Pros Consulting March 2010 - May 2010
Harris Teeter August 2004 - October 2007
Allen Tate Realtors June 2004 - June 2007
Skills
Long-term Care, Customer Service, Marketing, Advertising, CRM, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Adobe Acrobat, Social Networking, Social Media Marketing, Insurance, SmartOffice, Multi Tasking, Contract Negotiation, Direct Marketing, First Time Home Sellers, First Time Home Buyers, Multiple Listing Service, Listings, Open Houses, Marketing Strategy, Pricing Specialist, Sales, Investments
Education
Johnson and Wales University 2008 — 2010
Bachelor's Degree, Marketing, 3.92/4.0
Financial Independence Group October 2014 - Present
Special Olympics North Carolina January 2014 - May 2014
Self employed June 2010 - May 2014
Ruby Hunt YMCA June 2007 - August 2009
Skills
Microsoft Office, First Aid, CPR Certified, Microsoft Excel, Customer Service, Typing, Microsoft Word, Research, PowerPoint, Teaching, Marketing, Public Speaking, Time Management, Social Networking, Leadership
Education
University of North Carolina at Charlotte 2013 — 2014
Bachelor of Science, Psychology
Spartanburg Methodist College 2010 — 2012
Associate of Arts Degree
Financial Independence Group August 2011 - Present
Wachovia Bank / Wells Fargo Bank October 2005 - July 2011
Resource Mortgage Banking/ LUXMAC Covino & Company December 2004 - October 2005
Skills
Fixed Annuities, Email Marketing, Retirement Planning, 401k, Credit, Finance, Disability Insurance, Financial Planners, IRAs, Insurance, Life Insurance, Loans, Long-term Care, Marketing, Mortgage Lending, Retirement, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Wealth Management, Financial Advisory, Financial Planning
Education
State University of New York College at Plattsburgh 1995 — 2000
Bachelor of Science and Minor, Business Management, Accounting
Western Connecticut State University 2000 — 2000
Statistics, Golf, Bowling
Financial Independence Group March 2014 - Present
Financial Independence Group April 2013 - February 2014
Financial Independence Group January 2013 - April 2013
Omega Sports April 2006 - April 2013
Carolina Panthers Football August 2012 - December 2012
Paul Davis Restoration April 2012 - August 2012
Skills
Marketing, Sales, Customer Service, Insurance, Teamwork, Marketing Strategy, Public Speaking, Marketing Communications, Training, Microsoft Excel, PowerPoint, Social Media, Project Management, Microsoft Office, Microsoft Word, Retail, Sports, Research, Sponsorship, Life Insurance, Management, English, Economics, Photoshop, Team Leadership, Financial Analysis, Market Research, Retirement Planning, Estate Planning, Retirement Income...
Education
Appalachian State University 2008 — 2012
Bachelor's Science Business Administration, Management, Economics
Lincolnton High School
Lincolnton High School
Surface 678 August 2006 - Present
Financial Independence Group 2003 - 2006
Skills
InDesign, Graphic Design, Photoshop, Adobe Creative Suite, Marketing, Photography, Marketing Strategy, Event Planning, Marketing Communications
Education
North Carolina State University 1999 — 2003
BA, Political Science
Financial Independence Group July 2013 - Present
Financial Independence Group October 2008 - July 2013
Pells Brokerage, Inc. October 2006 - October 2008
Brokers Clearing House, LTD October 2004 - October 2006
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Insurance, IRAs, Whole Life, Estate Planning, Universal Life, Underwriting, Long Term Care Insurance, Sales, Marketing, Brokers, Indexed Annuities, Wealth, Variable Annuities, Small Business, Financial Advisory, Wealth Accumulation, Financial Services
Education
The American College 2011 — 2012
Master's of Science in Management, Leadership
Grinnell College 1999 — 2003
Bachelor of Arts, Mathematics
Financial Independence Group May 1998 - Present
Skills
Fixed Annuities, Long-term Care, Term Life Insurance, Underwriting, Life Insurance, Marketing, Sales, Insurance, Investments, Health Insurance, IRAs, Estate Planning, Disability Insurance, Retirement, Wealth Management, Retirement Planning, 401k Rollovers, Asset Protection, Whole Life, Financial Planners, Selling, 401k, Long Term Care Insurance, Indexed Annuities, Universal Life, Mutual Funds
Education
Appalachian State University 1992 — 1996
Financial Independence Group 2001 - Present
Skills
Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Long-term Care, IRAs, Insurance, Disability Insurance, Estate Planning, Wealth Management, Strategic Financial..., 401k, Mutual Funds, Financial Planners, Investments, Wealth, Roth IRA, Long Term Care Insurance, Whole Life, Pensions, Financial Advisory, Indexed Annuities, Universal Life, 401k Rollovers, Critical Illness, Wealth Accumulation
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BSBA in Finance, Concentration in Financial Instituions and Markets
Appalachian State University June 2013 - Present
Financial Independence Group May 2014 - August 2014
Appalachian State University August 2012 - May 2013
Camp Rockmont for Boys June 2012 - July 2012
Appalachian State University August 2011 - May 2012
Skills
Leadership, Microsoft Excel, Management, Databases, Telephone Skills, Filing, Higher Education, Student Affairs, Research, Public Speaking, Microsoft Office, People Skills, Mathematics, Recruiting, Social Media Marketing, Social Media, Organization, Always Punctual, PowerPoint, Teamwork, Time Management
Education
Appalachian State University 2011 — 2016
Bachelor of Science in Business Administration, Finance & Banking, Senior
Appalachian State University 2011 — 2016
Bachelor of Science in Mathematics, Mathematics with a Business concentration, Senior
Financial Independence Group February 2008 - August 2015
Cornerstone America June 2006 - January 2008
Skills
Fixed Annuities, Life Insurance
Education
Appalachian State University 2001 — 2005
Bachelor, Business Management
Financial Independence Group May 2012 - Present
Wells Fargo Advisors, LLC March 2007 - May 2012
Education
Appalachian State University
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Financial Independence Group February 2014 - Present
Financial Independence Group April 2013 - January 2014
Skills
Marketing, Time Management, Life Insurance, Project Management, Underwriting, Estate Planning, Teamwork, Leadership, Spanish, Market Research, Financial Services, IRA Max, Indexed Universal Life, Pension Max, Financial Advisory, Retirement Planning, Whole Life, Microsoft Excel, Social Networking, Social Media, Facebook, PowerPoint, Research, Illustrations Analyst, Data Analysis, Social Media Marketing, Spanish-English, Spanish-speaking, Public Speaking, Microsoft Office, Fundraising, Customer Service, Advanced Case Design
Education
Universidad de Málaga 2012 — 2012
Spanish Culture
Appalachian State University 2008 — 2012
Bachelor of Science in Business Administration
Wakefield
Wakefield
Financial Independence Group April 2014 - Present
Charlotte Athletic Club September 2013 - April 2014
Forever 21 September 2012 - September 2013
The Cowfish Sushi Burger Bar May 2011 - July 2012
Chili's May 2007 - August 2009
Skills
Customer Satisfaction, Customer Service, Client Relations Skills, Fitness, Sales, Microsoft Office, Time Management, Leadership, Management, Strategic Planning, Social Media, Culinary Management, Organization &..., Business, Social Networking, Data Entry, Microsoft Exchange, Life Insurance
Education
Johnson and Wales University 2009 — 2013
Food Service Management, Business, Management, Marketing, and Related Support Services
Financial Independence Group February 2015 - Present
Financial Independence Group October 2006 - February 2015
Storick and Associates April 2005 - October 2006
Skills
Fixed Annuities, Retirement Planning, Sales Management, Case Managment, Product Marketing, Health Insurance, Annuity Sales, Estate Tax Planning, Employee Benefits, Universal Life, Life Insurance, Term Life Insurance, Estate Planning, Marketing, Retirement, IRAs, Series 6, Financial Advisory, 401k, Long-term Care, Long Term Care Insurance, Customer Service, Variable Annuities, Disability Insurance, Medicare, Case Management, Mutual Funds, Brokers, Financial Planners, Strategic Financial..., Wealth Management, Whole Life, Insurance, Sales, Investments, Lead Generation, Series 63, Business Planning, Direct Sales, Investment Advisory, Financial Services, Wealth
Education
Methodist University 2001 — 2005
Bachelor of Science, Business and Marketing
Masco Corporation January 2011 - Present
Financial Independence Group May 2010 - January 2011
Fifth Third Bank February 2010 - May 2010
Skills
Competitive Intelligence, Microsoft Office, Marketing Research, Customer Service, Marketing, Project Management, Strategic Planning, Budgets, Team Building, Microsoft Excel, Data Analysis, Retail, Program Management, Project Planning, Analysis
Education
State University of New York College at Fredonia 2005 — 2008
Bachelor of Science (B.S.), Business Administration, Finance
Financial Independence Group July 2009 - Present
Farrell Financial Freedom FX3 and The International Financial Leadership Academy. 2009 - Present
Skills
Insurance Planning, Retirement Planning, Estate Planning, Retirement, Health Insurance, Small Business, Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, IRAs, Strategic Financial..., Whole Life, Insurance, Financial Planners, 401k, Savings Accounts, Investment Advisory..., Charitable Gift Planning, Universal Life, Long Term Care Insurance
Education
Pentecostal Theological Seminary
Master of Divinity (M.Div.)
University of Maryland College Park
Bachelor of Arts (B.A.), 1. Business Administration and Management, 2. Spanish
Movement Mortgage January 2012 - Present
Financial Independence Group April 2009 - January 2012
Skills
FHA, Customer Service, Real Estate, Mortgage Banking, Underwriting, Loans, Refinance, Loan Origination, Mortgage Lending, Residential Mortgages
Education
Robert Morris University 1999 — 2003
Business Management
Financial Independence Group January 2014 - Present
Select Staffing January 2013 - January 2014
Tuscarora Country Club April 2008 - December 2012
Robert Woodall Chevrolet Inc. May 2012 - August 2012
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Marketing Communications, Facebook, Marketing Research, Market Research, Public Relations, Marketing Strategy, Event Planning, Online Advertising, Social Networking, PowerPoint, Customer Service, Sales, Recruiting, Sales Process
Education
Radford University 2009 — 2012
Bachelor's Degree, Marketing
Lincoln Financial Group June 2011 - Present
Financial Independence Group August 2006 - May 2011
Wachovia, A Wells Fargo Company 2002 - 2006
Skills
Underwriting, Advanced Concepts, Relationship Building, Insurance, Universal Life, Whole Life, Life & Health Insurance..., Wealth Management, Financial Advisory, Sales
Education
The American College 2012 — 2015
Insurance
Johnson & Wales University 1993 — 1995
AS, Culinary Arts
Nichols College 1991 — 1993
Business Management
Gould Academy 1988 — 1991
Vanguard June 2014 - Present
Appalachian State University August 2010 - May 2014
Financial Independence Group May 2013 - August 2013
Kanakuk Kamps June 2012 - August 2012
Follett Education Services June 2011 - June 2012
Skills
PowerPoint, Teamwork, Microsoft Office
Education
Appalachian State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Gate City Advisors, LLC June 2012 - Present
Financial Independence Group 2013 - 2014
Financial Independence Group 2013 - 2014
Oak Ridge Wealth Management February 2005 - June 2012
Central Carolina Bank & Trust January 1998 - February 2005
Education
University of North Carolina at Greensboro 1994 — 1998
Bachelor's degree, Finance, General
Liberty Mutual Insurance August 2013 - Present
Financial Independence Group July 2012 - Present
BYU School of Family Life August 2011 - May 2012
Missionary Training Center May 2009 - April 2011
Skills
Problem Solving, Needs Assessment, Program Evaluation, Microsoft Office, NVivo, Adobe Software, SPSS, Contract Management, Microsoft Excel, Report Writing
Education
Brigham Young University 2007 — 2012
Universidad de Alcalá 2009 — 2009
Cabarrus County Schools July 2014 - Present
Financial Independence Group May 2012 - March 2014
Salomon & Associates June 2011 - May 2012
AdvantaClean Systems, Inc June 2009 - June 2011
Toler, Bly & Associates, CPA, PLLC January 2009 - April 2009
UNC Charlotte July 2008 - December 2008
Skills
Accounting, General Ledger, Accounts Payable, Accounts Receivable, Tax Returns, Journal Entries, GAAP, QuickBooks, Small Business, Financial Reporting, Account Reconciliation, Crystal Reports 10.0, Time Management, Tax, Financial Planners, Insurance, Tax Accounting, Sales, Finance, Employee Benefits, Tax Preparation, Fixed Assets, Payroll, Marketing, Balance, Bank Reconciliation, CPA, Strategic Financial...
Education
University of North Carolina at Charlotte 2006 — 2009
Bachelor of Science, Cum Laude, Accounting, Minor in Management Information Systems
MetLife February 2014 - Present
Financial Independence Group March 2007 - December 2013
The Vanguard Group January 2006 - March 2007
Education
Appalachian State University 2001 — 2005
BSBA, Business Management
Biltmore Farms, LLC September 2014 - Present
Whitney Commercial Real Estate Services October 2009 - September 2014
ADG January 2005 - October 2009
Financial Independence Group June 2002 - January 2005
Landex, Inc. January 1999 - January 2002
Skills
Sales, Commercial Real Estate, Real Estate, Leases, Contract Negotiation, Real Estate Development, Investment Properties, Investors, Management, Leadership
Education
Appalachian State University 1994 — 1998
Real Estate/Finance, Finance, Real Estate, Accounting, Business
Financial Independence Group August 2011 - Present
Skills
Social Media, Sales, Fixed Annuities, Communication, Marketing, Customer Service, Retirement, Marketing Strategy
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor’s Degree, Communication & Public Relations
University of North Carolina at Charlotte 2007 — 2011
Bachelor's degree, Communications & Public Relations
Dorchester County Public Schools May 2015 - Present
Charleston County School District June 2009 - June 2015
Hanahan High School June 2008 - June 2009
Financial Independence Group June 2007 - June 2008
Skills
Fundraising, Public Speaking, Research, Microsoft Office, Community Outreach, Social Media, PowerPoint, Team Building, Customer Service, Microsoft Word, Coaching, Career Counseling, Web Design, Student Development, Student Affairs, Teaching, Tutoring, Literacy, Curriculum Development, Curriculum Design, Marketing Strategy, Educational Leadership, Lesson Planning, Educational Technology, Classroom Management, Facebook, Team Leadership, Social Media Marketing, Higher Education, Training, Social Networking, Public Relations, Staff Development, Instructional Design, Marketing, Teacher Training, Microsoft Excel, Leadership Development, Sales, Secondary Education, Business Education, Classroom, Technology Integration, K-12, Advertising, Differentiated..., Youth Development, Event Planning, Student Counseling, Sports Management
Education
Presbyterian College 2002 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Financial Independence Group November 2014 - Present
BlackFinn American Saloon October 2013 - April 2014
Red Ventures October 2012 - June 2013
Stoneacre Inc. December 2011 - May 2012
ZX Fitness October 2010 - November 2011
Skills
Public Relations, Social Media, Marketing, Sports, Media Relations, Social Networking, Microsoft Office, Publicity, Marketing Strategy, Advertising, Lead Generation, Sales, Leadership
Education
University of North Carolina at Charlotte 2008 — 2012
Communication Studies, Public Relations
Regents American College London 2011 — 2011
International Public Relations
Virginia Polytechnic Institute and State University 2007 — 2008
Pamplin School of Business
Financial Independence Group October 2014 - Present
ActionHighlights.com December 2008 - September 2015
Yodle June 2013 - September 2014
ScoutingCarolina.com June 2010 - March 2013
Zomax November 2007 - December 2008
Crown Appraisal Group 2007 - 2007
Edwin Watts Golf 2003 - 2006
Skills
Account Management, Business Development, Digital Marketing, Social Media Marketing, Marketing, Video Editing, Website Management, Action Photography, Photoshop, Video, Video Production, Graphic Design, Social Media, Google Analytics, Start-ups, SEO, Golf (single digit..., Management, Sales, Email Marketing, PPC, Marketing Strategy
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
BSBA, Marketing
ROOST™ Real Estate August 2015 - Present
ROOST™ Real Estate August 2015 - Present
Financial Independence Group September 2007 - October 2014
Charlotte Sports Center January 2001 - August 2007
Skills
Variable Annuities, Fixed Annuities, Retirement Planning, Financial Advisory, Strategic Financial..., Life Insurance, Disability Insurance, Health Insurance, Long-term Care, Term Life Insurance, IRAs, 401k, Estate Planning, Whole Life, Financial Planning, Retirement, Wealth Management
Education
Montreat College 2007 — 2008
Business Management, Business Administration and Management, General
University of North Carolina at Charlotte 2004 — 2006
Minor in Business Marketing, Business
Financial Independence Group April 2015 - Present
Levo League 2013 - Present
Mouse and Man October 2013 - April 2015
Happy Feet Charlotte May 2011 - October 2013
Eric Mower + Associates January 2013 - April 2013
UNCC Recreational Services August 2010 - December 2011
Skills
Public Relations, Social Media, Press Releases, Facebook, Marketing, Leadership, Event Planning, Time Management, Public Speaking, Media Relations, Sales, Advertising, Research, Leadership Development, Internal Communications, Sports, Networking, Political Science Minor, Three Years of College..., International Public..., Content Writing, Small Business Marketing, PowerPoint, Reporting & Analysis, Google Analytics, YouTube, Social Media Marketing, Microsoft Office, Microsoft Excel, Keyword Research, SEO Copywriting, SEO, Organic Search, Management, Project Management, Strategic Planning, Project Planning, Strategic Public..., Strategic Media..., Account Management, Event Management, Relationship Building, Business Process Design, Business Process..., SEOmoz, SEM, Conference Speaking, Experienced Speaker, Annual Reports, KPI Reports
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor's Degree, Communication, International PR, Senior
Financial Independence Group January 2014 - Present
ACN April 2010 - January 2014
Brock MacNeill Consulting / Marketing January 2006 - April 2010
Avenue HomeCare, Inc. April 2003 - April 2010
Skills
Strategic Planning, Coaching, Team Building, Customer Service, Leadership Development, Sales Management, Advertising, Marketing Strategy, Public Speaking, Home Care, Marketing, New Business Development, Account Management, Social Media, Marketing Communications, Public Relations, Business Strategy, Business Planning, Management Consulting, Recruiting, PowerPoint, Executive Coaching, Email Marketing, Staff Development, Event Planning, Training, Entrepreneurship, Leadership, Small Business, Business Development, Social Networking, Product Marketing, Social Media Marketing, Sales, Online Marketing, Team Leadership, Online Advertising, Event Management, Management, Lead Generation, B2B
Education
University of North Carolina at Charlotte
BA, English/Communications
University of North Carolina at Charlotte
Bachelor of Arts (BA), English, Communications
Broyhill Asset Management February 2014 - Present
BMC Fund, Inc. February 2014 - Present
Carolina First Associates April 2013 - February 2014
Financial Independence Group October 2012 - March 2013
Northwestern Mutual January 2012 - October 2012
Employee Benefit Advisors of the Carolinas, LLC August 2005 - December 2011
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor's Degree, HR Management
Financial Independence Group January 2015 - Present
Financial Independence Group May 2014 - December 2014
Technology Support Services November 2013 - December 2014
Cannon Pharmacy May 2013 - December 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, SQL, Project Management, Microsoft Excel, Data Analysis, Inventory Management, Windows 7, Social Media, Business Analysis, Business Process..., Mac OS, Supply Chain Management, Communication, VMware Fusion
Education
Appalachian State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Computer Information Systems Minor: Supply Chain Management
Financial Independence Group 2014 - Present
The American College of Financial Services January 2014 - January 2015
AlphaStar Capital Management, LLC 2015 - 2015
60 Day MBA November 2013 - May 2014
Red Ventures October 2012 - October 2013
Christ Covenant Church 2009 - 2012
Skills
Retirement Planning, Fixed Income Strategies, Indexed Annuities, Fixed Annuities, Investment Strategies, Digital Marketing, Financial Services, Life Insurance, Direct Sales, Insurance, Annuity Sales, Retirement, Entrepreneurship, Leadership, Online Lead Generation, Social Media, Twitter, LinkedIn, Bowtie, CrossFit, Marketing, Sales, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Networking, Public Speaking, Event Planning, Marketing Strategy, Management, Series 65, Mutual Funds, Variable Annuities, Investments, Small Business
Education
Davidson College 2004 — 2008
Bachelor of Arts, World Religion and Spanish
Southeastern Baptist Theological Seminary 2012 — 2017
Master of Divinity (M.Div.), Church Planting
Financial Independence Group October 2014 - Present
Financial Independence Group August 2013 - October 2014
University of Phoenix 2013 - 2013
Keene State College August 2011 - May 2012
Green Mountain Union High School September 2008 - June 2011
Skills
Long-term Customer..., Advising People, Coaching, Computers, Organization, Enthusiastic..., Highly motivated..., Strategic Planning, Student Counseling, Microsoft Office, Outlook, Information Technology, Mathematics Education, Goal Oriented, Enthusiasm to learn, Microsoft Word, Student Engagement, Career Development, Staff Development, Teaching, Higher Education, Curriculum Development, Career Counseling, Curriculum Design, Customer Service, Insurance, Management, Sales, Public Speaking, Marketing
Education
Keene State College 2009 — 2013
Master of Education (M.Ed.), School Counseling
Castleton University 2005 — 2008
Bachelor of Arts (B.A.), Mathematics
Financial Independence Group May 2012 - Present
Skills
Training, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Windows, English
Education
University of North Carolina at Charlotte 1997 — 2001
Elementary Education and Teaching
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
Financial Independence Group July 2015 - Present
Miro Spanish Grill December 2013 - Present
Randstad Technologies US August 2014 - March 2015
Skills
Teamwork, Microsoft Office, Problem Solving, Team Leadership, Communication, Spanish-English, Customer Service, Motivated self-starter, Employee Training, Spanish, Microsoft Word, Public Speaking, Microsoft Excel, Training, Creative Solutions, Cultural Awareness, Environmental Awareness, Direct Sales, Multi Tasking, Always Punctual, Analytical Skills, Database Design, Database Development, Visual Studio, Web Applications, Microsoft SQL Server, SQL, Project Planning, Strategic Planning, SDLC, UML, Access, PowerPoint, Networking, Management, Time Management
Education
University of North Carolina at Charlotte 2011 — 2015
Bachelor's degree, Management Information Systems, General
University of North Carolina at Charlotte 2010 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Financial Independence Group May 2012 - August 2012
Tim Johnson and Associates May 2010 - August 2010
Skills
Comprehensive Financial..., Licensed Life & Health..., Licensed Medicare..., Series 7, Series 66, Retirement Planning, Annuities, Wealth Management, Investments
Education
Appalachian State University 2009 — 2013
Bachelor's degree, Double Major: Finance and Banking, Risk Management Insurance
Financial Independence Group August 2005 - Present
Financial Independence Group February 2003 - August 2005
Skills
Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, IRAs, Estate Planning, Insurance, Term Life Insurance, Financial Planners, 401k, Marketing Strategy, Disability Insurance, Strategic Financial..., Marketing, Wealth Management, Financial Services, Financial Planning
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Marketing and Computer Information Systems
Golden Gait Trailers October 2014 - Present
Patterson Farm, Inc. June 2005 - August 2014
Financial Independence Group January 2013 - April 2013
Food Lion October 2005 - November 2012
Skills
IDS - G2, Marketing, Sales, Leadership, Microsoft Word, Social Media, PowerPoint, Public Speaking, Customer Service, Smart Office
Education
Appalachian State University 2010 — 2014
Bachelor of Science, Psychology, Business Concentration
Rowan-Cabarrus Community College 2007 — 2009
Associate of Arts, Business Management
Cardinal Financial, LP April 2014 - Present
Freelance Graphic Designer and Artist May 2011 - Present
Pottery Barn June 2011 - July 2013
Financial Independence Group February 2013 - May 2013
Carolina Weekly Newspaper Group December 2011 - March 2012
Central Piedmont Community College January 2011 - May 2011
Digital Color Pro May 2010 - August 2010
Abode May 2009 - August 2009
Mark Showell Interiors May 2008 - August 2008
Skills
InDesign, Illustrator, Logo Design, Illustration, Layout, Photoshop, Graphic Design, Advertising, Graphics, Typography, Posters, Business Cards, SketchUp, Social Media, Drawing, Adobe Creative Suite, Interior Design, Environmental Design, Sketching, PowerPoint, Copywriting, Branding & Identity, Flash, QuarkXPress, Social Media Outreach, Packaging, Brochures, Digital Illustration, Art Direction, Corporate Identity, Photography, Dreamweaver, Web Design, Stationery, Mac, Adobe Acrobat, Logos, Interior Decorating, Creative Direction, Calligraphy
Education
James Madison University 2005 — 2009
Bachelors in Fine Arts, Fine Arts, Interior Design Concentration
Central Piedmont Community College 2009 — 2012
Associate's degree, Advertising & Graphic Design
Centennial High School 2001 — 2005
Financial Independence Group June 2014 - Present
Kinetic Concepts June 2012 - April 2014
Modern Marketing Concepts 2012 - April 2014
Skills
Customer Service, Nutrition, Social Networking, Medical Terminology, Time Management, Healthcare, PowerPoint, Public Speaking, Marketing, Sales Operations, Salesforce.com, Leadership, Account Management, Program Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, Long-term Care, Teamwork, Problem Solving, Medical Devices, Sales Management, Hospitals, Medical Sales, Social Media, Research, Food, Facebook, Data Entry, Event Planning, Sales, Asset Management, Case Management, Fixed Annuities
Education
State University of New York College at Oneonta 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Dietetics/Dietitian
Florence University of the Arts 2010 — 2010
The Financial Shop January 1988 - Present
Financial Independence Group 2013 - 2013
Skills
Insurance, Financial Reporting, Accounting, Microsoft Excel, Account Reconciliation, Accounts Payable, Tax, Accounts Receivable, Financial Accounting, Finance, General Ledger, Invoicing, Budgets, Cash Flow, Internal Controls, PowerPoint, Sales
Education
Arizona State University 1986 — 1988
Bachelor of Science (BS), Political Science and Government
Glendale Community College 1984 — 1986
Associate of Arts (AA), Political Science and Government
Brophy College Preparatory 1980 — 1984
High School Diploma
Financial Independence Group August 2010 - Present
Combined Insurance April 2007 - August 2010
Skills
Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Retirement, Whole Life, Leadership, Management, Strategic Financial..., 401k, Marketing, Retirement Planning, Estate Planning, IRAs, Sales
Education
University of North Carolina at Greensboro 2004 — 2006
Bachelor of Science, Recreation, Parks and Tourism
Western Piedmont Community College 2001 — 2004
Associate, Arts
Financial Independence Group September 2014 - Present
Skills
Insurance, Health Insurance, Term Life Insurance, Life Insurance, Retirement Planning
Education
Appalachian State University
Financial Independence Group August 2000 - Present
Education
The Ohio State University 1994 — 1999
Bachelor of Science (BS)
Seneca Police Department July 2013 - Present
Financial Independence Group February 2009 - May 2013
Flooring United January 2005 - January 2009
Skills
Fixed Annuities, Insurance, Real Estate, Life Insurance, Retirement Planning, Estate Planning, Marketing, IRAs, Marketing Strategy, Customer Service, Strategic Financial..., Wealth Management, Investments, Underwriting, Retirement, Series 63, Mutual Funds, 401k, Term Life Insurance, Financial Planners
Education
Central Piedmont Community College
North Meck
Crump Life Insurance Services June 2015 - Present
Financial Independence Group September 2014 - June 2015
Financial Independence Group September 2011 - September 2014
Harris Teeter August 2009 - November 2011
BB&T May 2008 - July 2009
Delta Global Services February 2008 - April 2008
Skills
Microsoft Office, Notary Public, Adobe Dreamweaver, Audio Editing, Video Production, Social Media, Editing, Customer Service, Outlook, Advertising, Customer Satisfaction, Management, Research, Training
Education
Appalachian State University 2009 — 2011
MA, Educational Media
Appalachian State University 2004 — 2007
BS, Communication
Financial Independence Group July 2010 - Present
Financial Independence Group March 2007 - July 2010
Skills
Microsoft Office, Outstanding Customer..., Administrative Support, Written Skills, Oral Communications, Problem Solving, PowerPoint, Administrative..., Microsoft Excel, Microsoft Word, Time Management, Data Analysis, Marketing, Social Media, Training, Leadership, Customer Service
Education
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Arts, Political Science
Central Piedmont Community College 2000 — 2002
Financial Independence Group April 2011 - Present
Skills
Microsoft Office, Disability Insurance, Whole Life, Long-term Care, Sales, Insurance, Health Insurance, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds, Management, Series 6, Financial Advisory
Education
UNCC 2001 — 2005
Bachelor of Applied Science (BASc)
Financial Independence Group June 2007 - Present
Bank of America June 2006 - June 2007
Shell Corporation Romania July 2001 - January 2004
Skills
Data Analysis, Accounting, Customer Service, Business Analysis, Forecasting, Business Strategy, Microsoft Office, Teamwork, Budgets, Microsoft Word, Management, Strategic Financial..., Payroll, Financial Analysis, Insurance, Microsoft Excel, Negotiation, Problem Solving, Team Building, Investments, Strategic Planning, Accounts Payable
Education
Central Piedmont Community College 2010 — 2011
Certification, Accounting, Taxes and Computer Software
Romanian American University (James Madison affiliate) 1999 — 2003
Finance, Business Administration
Financial Independence Group January 1998 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Estate Planning, Long-term Care, Term Life Insurance, Investments, Health Insurance, Wealth Management, Strategic Financial..., IRAs, Retirement, Mutual Funds, Sales Management, 401k, Marketing, Disability Insurance, Employee Benefits, Public Speaking, Underwriting, Universal Life, Whole Life, Series 6, Financial Advisory, Long Term Care Insurance, Financial Services, Sales, Medicare, Variable Annuities, Financial Planners, Brokers, Financial Planning
Education
Appalachian State University 1993 — 1997
BS, Bussiness and Applied Communications
AlphaStar Capital Management, LLC 2011 - Present
Addi's Cure, Inc November 2006 - Present
American Portfolios March 2009 - December 2013
Regulus Advisors LLC March 2009 - December 2011
Questar Capital April 2004 - March 2009
Financial Independence Group January 2004 - March 2009
Laureate Capital September 2001 - January 2004
University of Kansas Athletic Dept 2000 - 2001
Education
The University of Kansas 1995 — 1999
Bachelor of Science and Education, Minor in Business with an Emphasis in Sports Management
Financial Independence Group March 2014 - Present
Financial Independence Group September 2012 - March 2014
LogoNation, Inc. June 2008 - September 2012
NIC Heat Transfer October 2007 - June 2008
Ingersoll Rand June 2007 - July 2007
Skills
Microsoft Excel, New Business Development, Sales, Account Management, Customer Service, Marketing, Fundraising, Facebook, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Word, Analysis, Fixed Annuities, Insurance
Education
East Carolina University 2003 — 2007
Bachelor's degree, Political Science and Government
CPR Cell Phone Repair - Huntersville September 2012 - Present
Financial Independence Group February 2009 - January 2010
Allen Tate Realtors October 2007 - December 2008
Allen Tate Company 2006 - 2008
Anchor Realty and Mortgage Co. 2004 - 2006
Bath & Body Works June 1996 - September 1999
Limited Brands December 1990 - June 1996
Skills
Sales, Real Estate, Marketing, Sellers, Management, Investment Properties, New Home Sales, REO, Residential Homes, Relocation, Buyer Representation, Property, Time Management, Real Estate Transactions, Customer Service, Store Management
Education
Florida State University - College of Business 1988 — 1989
BS, Marketing
University of Florida 1985 — 1987
AA, General
Rival Health February 2013 - Present
RegEd July 2012 - January 2013
Financial Independence Group March 2009 - July 2012
CornerStone United August 2007 - March 2009
NC State Employees' Credit Union March 2006 - August 2007
The Wireless Technology Group April 2005 - February 2006
Skills
Web Services
Education
North Carolina State University 2000 — 2004
B.S., Computer Science
Financial Independence Group February 2005 - Present
FIG Marketing 2005 - Present
Skills
Fixed Annuities, IRAs, Retirement Planning, Retirement, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Disability Insurance, Estate Planning, Strategic Financial..., Wealth Management
Education
Northeastern State University 1994 — 1996
Bachelor of Arts (BA), Public Speaking
The Masters College 1990 — 1993
Communications
Oral Roberts University 1989 — 1990
communications
Union High School
Financial Independence Group April 2011 - June 2013
Food Lion May 2010 - April 2011
Lindley Habilitation Services February 2007 - November 2009
Toni Hudson Dance Company September 1999 - April 2004
Skills
Dance, Performing Arts, Visual Arts, Stage, Microsoft Office, Community Outreach, Microsoft Excel, Microsoft Word, Research, PowerPoint, Mental Health, Teaching
Education
University of North Carolina at Greensboro 2006 — 2009
Bachelor of Arts (B.A.), Psychology, Dance Studies
University of North Carolina at Greensboro
Bachelor's degree, Dance and Psychology
Financial Independence Group July 1971 - Present
Financial Independence Group (Registered Investment Advisor for IN) July 1971 - Present
Toledo Hornets Hockey Team May 1968 - May 1971
Skills
Wealth, Financial Advisory, Philanthropy, Estate Planning, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Fixed Annuities, Financial Planners, Disability Insurance, Life Insurance, Investments, Insurance, Long-term Care
Education
University of Toledo 1967 — 1969
MBA
Ohio University 1964 — 1967
BBA
Financial Independence Group February 2010 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Disability Insurance, Financial Planning, 401k, Wealth Management
Education
Arizona State University
Master of Business Administration
LPL Financial 2013 - Present
Financial Independence Group June 2010 - Present
Education
State University of New York College at Oswego 2000 — 2004
Financial Independence Group 2004 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Health Insurance, Whole Life, Critical Illness, Term Life Insurance, Retirement Planning, Universal Life, Medicare, Sales, Employee Benefits, Small Business, Financial Planners, Disability Insurance, IRAs, Long Term Care Insurance, Estate Planning, 401k, Insurance, Wealth Accumulation, Long-term Care, Financial Advisory, Variable Annuities, Wealth Management, Strategic Financial..., Mutual Funds, Series 63, Investments, Life & Health Insurance..., Wealth, Financial Services, Financial Planning
Education
Jacksonville University
Business Administration and Management, General
ACN May 2013 - Present
Financial Independence Group December 2007 - May 2013
AGDATA, June 2006 - November 2007
Global Compliance September 2005 - June 2006
Skills
Windows Server, VMware, Hardware, Troubleshooting, Security, Cisco Technologies, Citrix, Active Directory, DHCP, Servers, IIS, System Administration, SAN, Powershell, Databases, Routers, WAN, LAN-WAN, Cisco, SQL Server, Systems Engineering, HP Server Hardware, ShoreTel, Exchange 2010/2007/2003, Scripting, Microsoft DNS, SharePoint, F5 BigIP, Citrix XenDesktop, Citrix XenApp, Information Security, Disaster Recovery, Microsoft Exchange, Microsoft SQL Server, Networking
Education
Union College (NE) 1992 — 1994
Associate of Science (A.S.), Engineering, 3.0+
Paycation Travel December 2014 - Present
Paycation Travel 2012 - Present
Realty ONE Group January 2011 - Present
5LINX Enterprises Inc. November 2013 - December 2014
Las Vegas Community Correction Center January 2011 - January 2013
MyVideoTalk Changing The Way The World Communicates March 2010 - 2012
Christian Ministries November 2008 - 2009
Keller Williams Realty 2006 - 2008
Financial Independence group 2006 - 2008
United States Air Force December 1984 - July 2004
Skills
Real Estate, Short Sales, First Time Home Buyers, Residential Homes, Leadership, Negotiation, Commercial Real Estate, REO, Investors, Investment Properties, Foreclosures, Sellers, Relocation, Buyer Representation, Real Estate Transactions, New Home Sales, Listings, Single Family Homes, Referrals, Property Management, Real Property, HUD, Buyers, Condos, Property, Rentals
Education
University of Phoenix-Las Vegas Campus 2013 — 2017
Masters of Science, Counseling-Marriage, Family, Child Therapy
University of Phoenix 2010 — 2012
BSHS, Human Services
University of Alabama 1979 — 1983
Engineering
Lincoln Financial Group February 2012 - Present
Financial Independence Group January 2011 - February 2012
ING U.S. June 2004 - December 2010
Nationwide Insurance September 2001 - May 2004
Skills
Retirement, Fixed Annuities, Business Development, 401k, Retirement Planning, Series 63, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Series 6, Investments, FINRA, Series 65, Variable Annuities, IRAs, Life Insurance, Insurance, Financial Planning
Education
The American College
CLU ChFC
University of Scranton
BS, Finance
Blue Ridge NAPA Auto & Paint Supply Inc. October 2013 - Present
RoundPoint Financial Group September 2012 - September 2013
Bank of America October 2006 - August 2012
Financial Independence Group July 2004 - July 2005
Millenium Automotive Group (NAPA Auto Parts Subsidiary) March 1996 - July 2004
Skills
LICENSING / National..., NMLS License Number..., Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Refinance, Residential Mortgages, FHA, Credit Analysis, Banking, Underwriting, Finance, Credit Risk, Customer Service, Financial Analysis, Investment Properties, Management, Portfolio Management, Real Estate, Risk Management, Strategic Planning, Sales
Education
Appalachian State University 1998 — 2002
Bachelor of Science, Advertising / Marketing
Consulate Health Care January 2013 - Present
Symbeo Healthcare Communications March 2011 - Present
Private Nanny May 2012 - January 2013
Financial Independence Group May 2006 - July 2009
Skills
Cpr Certified, Teamwork, Microsoft Word, Life Insurance, Microsoft Excel, Customer Service, Outlook, Term Life Insurance, Health Insurance, Employee Benefits, PowerPoint, Advertising, Long-term Care, Insurance, Disability Insurance, Sales, Account Management, Payroll, Leadership, Marketing
Education
Central Piedmont Community College
Cavalier Associates Insurance Services April 2013 - Present
Penn Mutual September 2011 - March 2013
Financial Independence Group July 2009 - September 2011
2004-2009 Cavalier Associates, LLC May 2005 - May 2009
2004-2005 Bank of America January 2004 - January 2005
Skills
Insurance, Wealth Management, Underwriting, Financial Services, Financial Planners, Marketing, Wealth, Marketing Strategy, New Business Development, Fixed Annuities, Life Insurance, Financial Advisory, Retirement, Retirement Planning, Disability Insurance
Education
Florida State University 2000 — 2004
Bachelor's degree, Marketing
Financial Independence Group May 2008 - Present
Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Term Life Insurance, Insurance, IRAs, 401k, Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Investments, Financial Services, Financial Planning, Marketing
Education
The American College 2013 — 2015
Certified Financial Planner, Financial Planning
University of North Carolina at Charlotte - Belk College of Business 2005 — 2008
B.S B.A., Risk Management and Insurance
The Dance Spot July 2014 - Present
Financial Independence Group February 2014 - Present
Carolina Artistic Dance January 2009 - June 2014
ICCS August 2013 - February 2014
XPO Logistics, Inc. July 2012 - August 2013
Carolina Panthers 2010 - 2012
Carolina Academy of Performing Arts 2007 - 2009
Skills
Dance, Performing Arts, Event Planning, Public Speaking, Event Management, Marketing Strategy, Marketing Communications, Graphic Design, Vendor Relationships, Vendor Management, Customer Service, Social Networking, PowerPoint, Account Management, Management
Education
UNC Charlotte
B.S.B.A., Marketing
Central Piedmont Community College
Associate of Arts (A.A.)
Burn Bootcamp September 2012 - Present
Beacon Wealth Advisors July 2011 - August 2012
Financial Independence Group June 2009 - March 2011
White House Black Market 2008 - 2009
Skills
National Academy of..., Marketing, Social Media Marketing, Customer Service, Advertising, Sales
Education
University of North Carolina at Charlotte 2005 — 2009
BSBA, Marketing
Financial Independence Group May 2010 - Present
Lowe's Home Improvement January 2002 - April 2006
Lowe's Home Improvement July 1999 - January 2002
Education
East Carolina University
Master of Arts (MA), English with an emphasis in technical and professional communication
Indiana University of Pennsylvania
Bachelor of Arts (BA), English Language and Literature, General