Financial Network
Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Network Salaries. You can even request information on how much does Financial Network pay if you want to. Learn about salaries, pros and cons of working for Financial Network directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
60 Financial Network employees in database. Find out everything there's to know about Financial Network employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Network Employees
Employee
Years
Job
Industry
Deanna Becket Deanna Becket's Financial Network Experience 1996 - 2002
Job Emerald Executive Leader, It Works! Global
Industry Health, Wellness and Fitness
Experience
It Works 2011 - Present
Mary Kay Cosmetics 1998 - Present
Mary Kay, Inc. 1998 - 2013
Mary Kay, Inc. 1998 - 2009
Financial Network 1996 - 2002
Skills
Skin Care, Finance, Healthcare, Sales, Makeovers, Beauty Industry, Leadership, Cosmetics, Investments, Fragrance, Public Speaking, Social Media Marketing, Team Building, Customer Service, Microsoft Word, Time Management, Training, Microsoft Office, Small Business
Education
North Dakota State University 1991 — 1994
B.S., Business Administration
Goodrich High School, Goodrich, ND
It Works 2011 - Present
Mary Kay Cosmetics 1998 - Present
Mary Kay, Inc. 1998 - 2013
Mary Kay, Inc. 1998 - 2009
Financial Network 1996 - 2002
Skills
Skin Care, Finance, Healthcare, Sales, Makeovers, Beauty Industry, Leadership, Cosmetics, Investments, Fragrance, Public Speaking, Social Media Marketing, Team Building, Customer Service, Microsoft Word, Time Management, Training, Microsoft Office, Small Business
Education
North Dakota State University 1991 — 1994
B.S., Business Administration
Goodrich High School, Goodrich, ND
Jamie van der Hagen Jamie van der Hagen's Financial Network Experience March 2000 - March 2001
Job Experienced Director Software Marketing Product Management
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2010 - Present
Wolters Kluwer Financial Services October 2002 - January 2010
Wolters Kluwer Financial Services March 2001 - October 2002
Financial Network March 2000 - March 2001
PrimeVest Financial Services August 1996 - March 2000
Ameriprise Financial Services, Inc. FKA American Express Financial Advisors August 1994 - August 1996
Skills
B2B, Agile, Pragmatic Marketing, Indirect Management, Direct Management, P&L responsibility, Strategic Planning, Forecasting, Marketing Strategy, Requirements Management, Product Vision, Budget Management, Cross-functional Team..., Agile Methodologies, Segmentation, Contract Negotiation, B2B Marketing, Software Development..., Market Sizing, Product Management, Strategic Partnerships, Financial Services, Product Marketing, Solution Selling, Marketing, Banking, Salesforce.com, CRM, Lead Generation, Competitive Analysis, Strategy, Executive Management, Go-to-market Strategy, Sales Process, Enterprise Software, Product Launch, Start-ups, Business Analysis, Business Development, Business Process..., Strategic Leadership, Strategic Financial..., P
Education
Saint John's University 1990 — 1994
Bachelors, Communication
Pragmatic Marketing 2005 — 2005
PMC, Pragmatic Marketing Certification
Kellogg School of Management 2009 — 2009
Driving Organic Top Line Growth
Wolters Kluwer Financial Services January 2010 - Present
Wolters Kluwer Financial Services October 2002 - January 2010
Wolters Kluwer Financial Services March 2001 - October 2002
Financial Network March 2000 - March 2001
PrimeVest Financial Services August 1996 - March 2000
Ameriprise Financial Services, Inc. FKA American Express Financial Advisors August 1994 - August 1996
Skills
B2B, Agile, Pragmatic Marketing, Indirect Management, Direct Management, P&L responsibility, Strategic Planning, Forecasting, Marketing Strategy, Requirements Management, Product Vision, Budget Management, Cross-functional Team..., Agile Methodologies, Segmentation, Contract Negotiation, B2B Marketing, Software Development..., Market Sizing, Product Management, Strategic Partnerships, Financial Services, Product Marketing, Solution Selling, Marketing, Banking, Salesforce.com, CRM, Lead Generation, Competitive Analysis, Strategy, Executive Management, Go-to-market Strategy, Sales Process, Enterprise Software, Product Launch, Start-ups, Business Analysis, Business Development, Business Process..., Strategic Leadership, Strategic Financial..., P
Education
Saint John's University 1990 — 1994
Bachelors, Communication
Pragmatic Marketing 2005 — 2005
PMC, Pragmatic Marketing Certification
Kellogg School of Management 2009 — 2009
Driving Organic Top Line Growth
Devante Wilson Devante Wilson's Financial Network Experience May 2011 - September 2011
Job Staff Accountant at Saban Community Clinic
Industry Financial Services
Experience
Saban Community Clinic July 2013 - July 2015
Global Talent Booking May 2011 - September 2012
Alliance Talent International May 2011 - September 2012
Financial Network May 2011 - September 2011
Zoo Productions May 2011 - September 2011
Skills
Econometrics, Microeconomics, Statistics, Macroeconomics, Financial Economics, Calculus, International Finance, Environmental Economics, Linear Algebra, Microsoft Office, Research, International Trade, Microsoft Excel, Social Media, PowerPoint, Spanish, Public Speaking, Stata, Data Analysis, Microsoft Word, Nonprofits
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Saban Community Clinic July 2013 - July 2015
Global Talent Booking May 2011 - September 2012
Alliance Talent International May 2011 - September 2012
Financial Network May 2011 - September 2011
Zoo Productions May 2011 - September 2011
Skills
Econometrics, Microeconomics, Statistics, Macroeconomics, Financial Economics, Calculus, International Finance, Environmental Economics, Linear Algebra, Microsoft Office, Research, International Trade, Microsoft Excel, Social Media, PowerPoint, Spanish, Public Speaking, Stata, Data Analysis, Microsoft Word, Nonprofits
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics
JOSEPH MOSES JOSEPH MOSES's Financial Network Experience August 1997 - December 1999
Job Team Manager Insurance & Annuity Products at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF June 2005 - August 2013
TIAA-CREF June 2000 - June 2005
FINANCIAL NETWORK August 1997 - December 1999
Skills
Wealth Management, Retirement Planning, Series 63, Retirement, Strategic Financial..., Mutual Funds, Life Insurance, Investment Advisory, Series 7, Asset Allocation, IRAs, Insurance, Series 6, Series 65, Investment Strategies, Fixed Annuities, Investments, Estate Planning, Securities, Wealth Management..., Asset Management, Portfolio Management, High Net Worth..., Financial Planning
Education
University of Mississippi 1976 — 1980
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
TIAA-CREF August 2013 - Present
TIAA-CREF June 2005 - August 2013
TIAA-CREF June 2000 - June 2005
FINANCIAL NETWORK August 1997 - December 1999
Skills
Wealth Management, Retirement Planning, Series 63, Retirement, Strategic Financial..., Mutual Funds, Life Insurance, Investment Advisory, Series 7, Asset Allocation, IRAs, Insurance, Series 6, Series 65, Investment Strategies, Fixed Annuities, Investments, Estate Planning, Securities, Wealth Management..., Asset Management, Portfolio Management, High Net Worth..., Financial Planning
Education
University of Mississippi 1976 — 1980
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Frederick E. Girard III Frederick E. Girard III's Financial Network Experience January 2007 - January 2011
Job Messiah Capital Services
Industry Financial Services
Experience
Messiah Capital Services January 2011 - Present
Financial Network January 2007 - January 2011
Fifth Third Securities 2005 - 2006
Charles Schwab 2002 - 2005
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Estate Planning, Securities, Financial Advisory, Portfolio Management, Private Equity, Community Outreach, Public Speaking, Leadership Development, Training, Professional Mentoring, Sales Management, Long-term Customer..., Strategic Planning, Event Planning, Non-profit Leadership, Volunteer Management, Leadership, Series 63, Entrepreneurship
Education
Michigan State University
The Ohio State University
Full Scholarship
Messiah Capital Services January 2011 - Present
Financial Network January 2007 - January 2011
Fifth Third Securities 2005 - 2006
Charles Schwab 2002 - 2005
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Asset Allocation, Estate Planning, Securities, Financial Advisory, Portfolio Management, Private Equity, Community Outreach, Public Speaking, Leadership Development, Training, Professional Mentoring, Sales Management, Long-term Customer..., Strategic Planning, Event Planning, Non-profit Leadership, Volunteer Management, Leadership, Series 63, Entrepreneurship
Education
Michigan State University
The Ohio State University
Full Scholarship
Cindy Taurone Cindy Taurone's Financial Network Experience 1998 - 2002
Job Instructional Specialties at High School Teacher and US Army
Industry Education Management
Experience
High School Teacher and US Army June 2002 - Present
San Juan Unified School District January 2002 - Present
US Army October 2006 - June 2012
5/75, US Army Reserve July 1986 - April 2012
US Army June 1996 - June 2006
Financial Network (NG) September 1998 - October 2002
Financial Network 1998 - 2002
Skills
Dept of Defense..., Excellent Public Speaker, Marketing Advisor, Write and prepare..., Leadership, Public Speaking, Data Analysis, Fundraising, Event Planning, Curriculum Design, Training, Leadership Development, Teaching, Organizational..., Curriculum Development, PowerPoint, Editing, Higher Education, Strategic Planning, Community Outreach, Accounting, Program Management, Conflict Resolution, Staff Development, Coaching, Social Networking, Instructional Design, Team Building, Research, Critical Thinking, Nonprofits, Career Counseling, Policy, Program Development
Education
Chapman University 2000 — 2003
High School Teaching Credentials, Business Administration and Management, General
CSU Sacramento 1986 — 2000
Bachelor of Science (BS), Business, Marketing & Management
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
High School Teacher and US Army June 2002 - Present
San Juan Unified School District January 2002 - Present
US Army October 2006 - June 2012
5/75, US Army Reserve July 1986 - April 2012
US Army June 1996 - June 2006
Financial Network (NG) September 1998 - October 2002
Financial Network 1998 - 2002
Skills
Dept of Defense..., Excellent Public Speaker, Marketing Advisor, Write and prepare..., Leadership, Public Speaking, Data Analysis, Fundraising, Event Planning, Curriculum Design, Training, Leadership Development, Teaching, Organizational..., Curriculum Development, PowerPoint, Editing, Higher Education, Strategic Planning, Community Outreach, Accounting, Program Management, Conflict Resolution, Staff Development, Coaching, Social Networking, Instructional Design, Team Building, Research, Critical Thinking, Nonprofits, Career Counseling, Policy, Program Development
Education
Chapman University 2000 — 2003
High School Teaching Credentials, Business Administration and Management, General
CSU Sacramento 1986 — 2000
Bachelor of Science (BS), Business, Marketing & Management
Brandman University, Part of the Chapman University System
Brandman University, Part of the Chapman University System
Amanda Leibham's Financial Network Experience March 2007 - August 2008
Job Senior Beauty Consultant with Mary Kay
Industry Cosmetics
Experience
Mary Kay Independent Business Owner January 2007 - Present
The Brickman Group 2010 - January 2015
Momentum Groups September 2009 - February 2010
American Imaging Masters, LLC March 2008 - August 2009
Financial Network March 2007 - August 2008
Yellow Book 2006 - 2006
Skills
Marketing, Sales Management, Social Media Marketing, Team Leadership, Direct Sales, Marketing Strategy, Sales, Account Management, Recruiting, Customer Service, Advertising, Strategic Planning, Business Development, Sales Process, Event Planning, Sales Operations, Social Networking, Leadership, Selling
Education
Kent State University 1993 — 1997
BA
Solon High School 1988 — 1992
Mary Kay Independent Business Owner January 2007 - Present
The Brickman Group 2010 - January 2015
Momentum Groups September 2009 - February 2010
American Imaging Masters, LLC March 2008 - August 2009
Financial Network March 2007 - August 2008
Yellow Book 2006 - 2006
Skills
Marketing, Sales Management, Social Media Marketing, Team Leadership, Direct Sales, Marketing Strategy, Sales, Account Management, Recruiting, Customer Service, Advertising, Strategic Planning, Business Development, Sales Process, Event Planning, Sales Operations, Social Networking, Leadership, Selling
Education
Kent State University 1993 — 1997
BA
Solon High School 1988 — 1992
Harry Kitter Harry Kitter's Financial Network Experience January 2006 - Present
Job Financial Planner
Industry Financial Services
Experience
Financial Network January 2006 - Present
Skills
Securities, Financial Services, Portfolio Management, Finance, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Mutual Funds, 401k, Series 7, Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
Master of Business Administration (MBA)
Lafayette College
AB Economics and Business
Financial Network January 2006 - Present
Skills
Securities, Financial Services, Portfolio Management, Finance, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Mutual Funds, 401k, Series 7, Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1977 — 1978
Master of Business Administration (MBA)
Lafayette College
AB Economics and Business
Alex Parnell Alex Parnell's Financial Network Experience September 2006 - December 2007
Job Development Assistant at UC Merced
Industry Research
Experience
UC Merced June 2013 - Present
Alliance for Community Research and Development October 2012 - June 2013
UC Merced, Bright Success Center May 2012 - August 2012
UC Merced, Psychology Department June 2011 - June 2012
UC Merced, Bright Success Center August 2010 - May 2012
UC Merced May 2010 - August 2010
Financial Network September 2006 - December 2007
Skills
Research, Student Affairs, Community Outreach, Public Speaking, Student Leadership, Higher Education, Statistics, Microsoft Office, PowerPoint, Student Development, Event Planning, Microsoft Excel, Leadership, Critical Thinking, Qualitative Research, Grant Writing, Data Analysis, Teaching, Fundraising
Education
UC Merced 2008 — 2012
Bachelor of Arts (B.A.), Psychology and Cognitive Science
University of California, Merced 2008 — 2012
BA, Psychology and Cognitive Science
UC Merced June 2013 - Present
Alliance for Community Research and Development October 2012 - June 2013
UC Merced, Bright Success Center May 2012 - August 2012
UC Merced, Psychology Department June 2011 - June 2012
UC Merced, Bright Success Center August 2010 - May 2012
UC Merced May 2010 - August 2010
Financial Network September 2006 - December 2007
Skills
Research, Student Affairs, Community Outreach, Public Speaking, Student Leadership, Higher Education, Statistics, Microsoft Office, PowerPoint, Student Development, Event Planning, Microsoft Excel, Leadership, Critical Thinking, Qualitative Research, Grant Writing, Data Analysis, Teaching, Fundraising
Education
UC Merced 2008 — 2012
Bachelor of Arts (B.A.), Psychology and Cognitive Science
University of California, Merced 2008 — 2012
BA, Psychology and Cognitive Science
Barb Fish Barb Fish's Financial Network Experience 1997 - 2010
Job CFP® at Securities America
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2010 - Present
Financial Network 1997 - 2010
Skills
Financial Planning, Investments, Strategic Financial..., Budgets, Estate Planning, Financial Advisory, Series 7, Financial Planners, Fixed Annuities, Retirement Planning, Sales Management, Risk Management, Mutual Funds, Retirement
Education
The University of South Dakota 1977 — 1981
B.S., Business Administration
Securities America, Inc. Member FINRA/SIPC November 2010 - Present
Financial Network 1997 - 2010
Skills
Financial Planning, Investments, Strategic Financial..., Budgets, Estate Planning, Financial Advisory, Series 7, Financial Planners, Fixed Annuities, Retirement Planning, Sales Management, Risk Management, Mutual Funds, Retirement
Education
The University of South Dakota 1977 — 1981
B.S., Business Administration
Rachel Raos Rachel Raos's Financial Network Experience April 2003 - June 2004
Job Experienced Database & Instructional Design Professional
Industry Hospital & Health Care
Experience
Area Agency on Aging West Palm Beach/Treasure Coast February 2013 - Present
Experienced eLearning Designer/LMS Administrator June 2012 - February 2013
Martin Health System - 100 Top Hospitals, National Employer of Choice, Best Place to Work May 2004 - June 2012
Financial Network April 2003 - June 2004
Smart Document Solutions June 1998 - April 2003
AT&T June 1997 - June 1998
GE Capital November 1994 - June 1998
The Signature Group June 1994 - June 1998
IdealNet June 1993 - November 1994
Skills
Management, Event Planning, Marketing & Fundraising, Technology Integration, Sales Operations, System Administration, Marketing, Program Management, Public Speaking, Hospitals, Strategic Planning, Organizational..., Healthcare, Customer Service, Instructional Design, Project Management, E-Learning, Process Improvement, Training, Employee Benefits, Learning Management, Administration, Nonprofits, Microsoft Office, Microsoft Excel, Vendor Management, HIPAA
Education
Indian River Community College 2005 — 2010
Associate of Arts and Sciences (AAS), Business Administration
Eastern Michigan University 1989 — 1990
Area Agency on Aging West Palm Beach/Treasure Coast February 2013 - Present
Experienced eLearning Designer/LMS Administrator June 2012 - February 2013
Martin Health System - 100 Top Hospitals, National Employer of Choice, Best Place to Work May 2004 - June 2012
Financial Network April 2003 - June 2004
Smart Document Solutions June 1998 - April 2003
AT&T June 1997 - June 1998
GE Capital November 1994 - June 1998
The Signature Group June 1994 - June 1998
IdealNet June 1993 - November 1994
Skills
Management, Event Planning, Marketing & Fundraising, Technology Integration, Sales Operations, System Administration, Marketing, Program Management, Public Speaking, Hospitals, Strategic Planning, Organizational..., Healthcare, Customer Service, Instructional Design, Project Management, E-Learning, Process Improvement, Training, Employee Benefits, Learning Management, Administration, Nonprofits, Microsoft Office, Microsoft Excel, Vendor Management, HIPAA
Education
Indian River Community College 2005 — 2010
Associate of Arts and Sciences (AAS), Business Administration
Eastern Michigan University 1989 — 1990
Brett Masters Brett Masters's Financial Network Experience September 2005 - Present
Job Goto financial advisor for families and individuals
Industry Financial Services
Experience
Financial Network September 2005 - Present
Free Methodist Church in Southern California January 2009 - Present
Skills
Retirement Planning, Wealth Management, Investment Management, Investments, Insurance, Mutual Funds, 401k Rollovers, IRAs, College Education..., Personal Financial..., Investment Strategies
Education
University of California, San Diego
Bachelor of Arts, Economics
Financial Network September 2005 - Present
Free Methodist Church in Southern California January 2009 - Present
Skills
Retirement Planning, Wealth Management, Investment Management, Investments, Insurance, Mutual Funds, 401k Rollovers, IRAs, College Education..., Personal Financial..., Investment Strategies
Education
University of California, San Diego
Bachelor of Arts, Economics
Joy Oh Joy Oh's Financial Network Experience January 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Network January 2015 - Present
Skills
Investments, Financial Services, Asset Management, Retirement Planning, Equities, Series 7, Real Estate, Estate Planning, Insurance, Strategic Financial..., New Business Development, Portfolio Management, Trading, Risk Management, Financial Markets, Retirement, Asset Allocation
Education
London Metropolitan University 2005 — 2006
MA, Politics
University of California, Irvine 2001 — 2004
BA, Philosophy & International Relations
El Segundo High School 1997 — 2001
High School
Financial Network January 2015 - Present
Skills
Investments, Financial Services, Asset Management, Retirement Planning, Equities, Series 7, Real Estate, Estate Planning, Insurance, Strategic Financial..., New Business Development, Portfolio Management, Trading, Risk Management, Financial Markets, Retirement, Asset Allocation
Education
London Metropolitan University 2005 — 2006
MA, Politics
University of California, Irvine 2001 — 2004
BA, Philosophy & International Relations
El Segundo High School 1997 — 2001
High School
Kristen Schiefer, PHR Kristen Schiefer, PHR's Financial Network Experience 2000 - 2002
Job Executive Assistant at DaVita
Industry Hospital & Health Care
Experience
DaVita June 2013 - Present
DaVita March 2008 - June 2013
West Coast Capital Funding 2005 - 2008
Factory 2-U 2004 - 2005
Surebeam Corporation 2002 - 2004
Financial Network 2000 - 2002
Claude Short Dodge 1996 - 2000
Skills
Microsoft Office, CSC Matter Management, Serengeti, WorkDay, SharePoint, PeopleNet, Onboarding, Employee Relations, Payroll, Employee Benefits, Benefits Administration, FMLA, HRIS, HR Policies, Recruiting, Deferred Compensation, Workers Compensation, Recruitment/Retention, 401k
Education
California State University-Long Beach
Certificate, Human Resources Management
DaVita June 2013 - Present
DaVita March 2008 - June 2013
West Coast Capital Funding 2005 - 2008
Factory 2-U 2004 - 2005
Surebeam Corporation 2002 - 2004
Financial Network 2000 - 2002
Claude Short Dodge 1996 - 2000
Skills
Microsoft Office, CSC Matter Management, Serengeti, WorkDay, SharePoint, PeopleNet, Onboarding, Employee Relations, Payroll, Employee Benefits, Benefits Administration, FMLA, HRIS, HR Policies, Recruiting, Deferred Compensation, Workers Compensation, Recruitment/Retention, 401k
Education
California State University-Long Beach
Certificate, Human Resources Management
Paul Minkler Paul Minkler's Financial Network Experience April 2001 - February 2005
Job Owner/Operator
Industry Farming
Experience
Minkler Farms LLC April 2012 - Present
UnitedHealth Group, Optum 2009 - April 2012
OptumHealth, Care Solutions May 2007 - April 2009
McDevitt Homes March 2005 - September 2006
Financial Network April 2001 - February 2005
Skills
Strategic Planning, Cross-functional Team..., Marketing Strategy, Project Management, Product Development, Product Management, Process Improvement, Business Analysis, Account Management, Competitive Analysis, Team Leadership, Data Analysis, Marketing, Business Process..., Product Marketing, Analytics, Leadership
Education
St. Olaf College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Buffalo High School 1992 — 1995
Minkler Farms LLC April 2012 - Present
UnitedHealth Group, Optum 2009 - April 2012
OptumHealth, Care Solutions May 2007 - April 2009
McDevitt Homes March 2005 - September 2006
Financial Network April 2001 - February 2005
Skills
Strategic Planning, Cross-functional Team..., Marketing Strategy, Project Management, Product Development, Product Management, Process Improvement, Business Analysis, Account Management, Competitive Analysis, Team Leadership, Data Analysis, Marketing, Business Process..., Product Marketing, Analytics, Leadership
Education
St. Olaf College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Buffalo High School 1992 — 1995
Steven H. Nahigian, CFP Steven H. Nahigian, CFP's Financial Network Experience 1984 - Present
Job Financial Consultant at Financial Network
Industry Financial Services
Experience
Financial Network 1984 - Present
Cetera Advisor Networks member FINRA/SIPC 1984 - Present
Cetera Advisor Networks LLC 2000 - Present
Skills
Retirement Planning, Retirement Income..., Certified Financial..., College Education..., Investments, Mutual Funds, Asset Allocation, Investment Advisory, Alternative Investments, CA Insurance License, Series 7, Series 24, Series 63
Education
University of Southern California 1975 — 1979
BS, Marshall School of Business - Finance/Real Estate
La Canada High School 1971 — 1975
Financial Network 1984 - Present
Cetera Advisor Networks member FINRA/SIPC 1984 - Present
Cetera Advisor Networks LLC 2000 - Present
Skills
Retirement Planning, Retirement Income..., Certified Financial..., College Education..., Investments, Mutual Funds, Asset Allocation, Investment Advisory, Alternative Investments, CA Insurance License, Series 7, Series 24, Series 63
Education
University of Southern California 1975 — 1979
BS, Marshall School of Business - Finance/Real Estate
La Canada High School 1971 — 1975
Ethan Schuchman Ethan Schuchman's Financial Network Experience February 2001 - September 2011
Job Founder and CEO at Cross Country Wealth Management
Industry Financial Services
Experience
Cross Country Wealth Management January 2013 - Present
Nationwide Financial Network August 2011 - December 2012
Financial Network February 2001 - September 2011
Bear Stearns 2000 - 2000
Skills
Certified Financial..., Financial Planning, Retirement Planning, Strategic Planning, Chartered Financial..., Finance, Estate Planning, Investment Management
Education
University of Maryland University College
MBA, Business Operations & Analysis
Touro College
Bachelors of Science, Finance
Cross Country Wealth Management January 2013 - Present
Nationwide Financial Network August 2011 - December 2012
Financial Network February 2001 - September 2011
Bear Stearns 2000 - 2000
Skills
Certified Financial..., Financial Planning, Retirement Planning, Strategic Planning, Chartered Financial..., Finance, Estate Planning, Investment Management
Education
University of Maryland University College
MBA, Business Operations & Analysis
Touro College
Bachelors of Science, Finance
Kristin Eyler (Formally Morrise) Kristin Eyler (Formally Morrise)'s Financial Network Experience May 1998 - December 2000
Job Management at Cetera Financial Group
Industry Financial Services
Experience
ING May 1998 - Present
Cetera Financial Group May 1998 - Present
ING Advisors Network 1998 - Present
ING 1998 - 2009
ING Advisors Network 1998 - 2008
Financial Network May 1998 - December 2000
Electro Adapter March 1995 - March 1997
ARCS Mortgage February 1992 - April 1994
Education
Moorpark College 1999 — 2001
ING May 1998 - Present
Cetera Financial Group May 1998 - Present
ING Advisors Network 1998 - Present
ING 1998 - 2009
ING Advisors Network 1998 - 2008
Financial Network May 1998 - December 2000
Electro Adapter March 1995 - March 1997
ARCS Mortgage February 1992 - April 1994
Education
Moorpark College 1999 — 2001
Shannon Smart Shannon Smart's Financial Network Experience August 2008 - January 2011
Job Senior Consultant Alternative Investment Group
Industry Financial Services
Experience
The Innovant Group July 2010 - Present
Shannon Smart Tax Services January 2007 - Present
Financial Network August 2008 - January 2011
Brown & Cold, CPAs January 2004 - June 2007
Education
Sonoma State University 2001 — 2004
Finance, General
Santa Rosa Junior College 1998 — 2001
Accounting
The Innovant Group July 2010 - Present
Shannon Smart Tax Services January 2007 - Present
Financial Network August 2008 - January 2011
Brown & Cold, CPAs January 2004 - June 2007
Education
Sonoma State University 2001 — 2004
Finance, General
Santa Rosa Junior College 1998 — 2001
Accounting
Valerie Bowman Valerie Bowman's Financial Network Experience 2005 - 2009
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement 2010 - Present
Waddell & Reed 2009 - 2010
Bank of America 2009 - 2009
Financial Network 2005 - 2009
Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting
Education
Loyola University of Chicago
BA
EMPOWER Retirement 2010 - Present
Waddell & Reed 2009 - 2010
Bank of America 2009 - 2009
Financial Network 2005 - 2009
Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting
Education
Loyola University of Chicago
BA
Matthew S. Anderson's Financial Network Experience February 2003 - September 2008
Job Relationship Manager at Ash Brokerage specializing in Marketing | Sales | Relationship Building
Industry Financial Services
Experience
Ash Brokerage September 2008 - Present
Financial Network February 2003 - September 2008
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Life Insurance, Estate Planning, Retirement Planning, Buy-sell Agreements, Key Person Insurance, Permanent Life Insurance, Irrevocable Life..., Risk Management, Business Planning, Variable Annuities, Financial Advisory, Whole Life, Financial Planners, Universal Life, Insurance, Term Life Insurance, Long Term Care Insurance, 401k, Mutual Funds, Health Insurance, Series 6, Series 63, Financial Planning
Education
Indiana Wesleyan University 2007 — 2009
Masters of Business Administration (MBA)
Indiana University Bloomington 1992 — 1996
B.A., History / Political Science
The American College 2011 — 2013
Chartered Life Underwriter (CLU), Insurance / Finance
Ash Brokerage September 2008 - Present
Financial Network February 2003 - September 2008
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Life Insurance, Estate Planning, Retirement Planning, Buy-sell Agreements, Key Person Insurance, Permanent Life Insurance, Irrevocable Life..., Risk Management, Business Planning, Variable Annuities, Financial Advisory, Whole Life, Financial Planners, Universal Life, Insurance, Term Life Insurance, Long Term Care Insurance, 401k, Mutual Funds, Health Insurance, Series 6, Series 63, Financial Planning
Education
Indiana Wesleyan University 2007 — 2009
Masters of Business Administration (MBA)
Indiana University Bloomington 1992 — 1996
B.A., History / Political Science
The American College 2011 — 2013
Chartered Life Underwriter (CLU), Insurance / Finance
Pamela Eckenrode, CRC Pamela Eckenrode, CRC's Financial Network Experience January 1995 - Present
Job Financial Planner and Partner at TW Advisory Group
Industry Financial Services
Experience
Financial Network January 1995 - Present
TW Advisory Group September 2011 - Present
Skills
Retirement Planning, Series 7, Positive Can-do Attitude, Estate Planning, 401k, Strategic Financial..., Series 63, Retirement, Mutual Funds, Wealth Management, Investment Advisory, Wealth, Fixed Annuities, Investments, Asset Allocation, Securities, Series 24
Education
University of Arizona
Financial Network January 1995 - Present
TW Advisory Group September 2011 - Present
Skills
Retirement Planning, Series 7, Positive Can-do Attitude, Estate Planning, 401k, Strategic Financial..., Series 63, Retirement, Mutual Funds, Wealth Management, Investment Advisory, Wealth, Fixed Annuities, Investments, Asset Allocation, Securities, Series 24
Education
University of Arizona
Amy Bettles's Financial Network Experience September 2006 - May 2007
Job at Barney Financial Services
Industry Financial Services
Experience
Barney Financial Services May 2007 - Present
Financial Network September 2006 - May 2007
Skills
Customer Service, Long-term Customer..., Highly Reliable, Positive Personality, Organized Multi-tasker, Adaptable to Changes, Learning Quickly, Microsoft Office, Microsoft Excel, PowerPoint, Retirement Planning, Time Management, Sales, Insurance, Account Management
Education
University of Nebraska at Kearney 2006 — 2010
Bachelor of Science, Business Administration with an Emphasis in Management
Barney Financial Services May 2007 - Present
Financial Network September 2006 - May 2007
Skills
Customer Service, Long-term Customer..., Highly Reliable, Positive Personality, Organized Multi-tasker, Adaptable to Changes, Learning Quickly, Microsoft Office, Microsoft Excel, PowerPoint, Retirement Planning, Time Management, Sales, Insurance, Account Management
Education
University of Nebraska at Kearney 2006 — 2010
Bachelor of Science, Business Administration with an Emphasis in Management
Danielle Kutz Danielle Kutz's Financial Network Experience May 2005 - March 2009
Job Retail CoManager at Bath & Body Works
Industry Retail
Experience
Carter's OshKosh B'gosh December 2014 - Present
Bath & Body Works July 2014 - December 2014
State Street Products, LLC January 2012 - July 2014
Bath & Body Works September 2010 - January 2012
Financial Network May 2005 - March 2009
Skills
Microsoft Office, Windows, Outlook, Customer Service, Inventory Management, Sales, Event Planning, Merchandising, Budgets, Microsoft Excel, Accounting, Retail Sales, Marketing, Management, Public Speaking, Microsoft Word, PowerPoint, Data Entry, Fundraising
Education
DeVry University-Illinois 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Busininess Information Systems
Carter's OshKosh B'gosh December 2014 - Present
Bath & Body Works July 2014 - December 2014
State Street Products, LLC January 2012 - July 2014
Bath & Body Works September 2010 - January 2012
Financial Network May 2005 - March 2009
Skills
Microsoft Office, Windows, Outlook, Customer Service, Inventory Management, Sales, Event Planning, Merchandising, Budgets, Microsoft Excel, Accounting, Retail Sales, Marketing, Management, Public Speaking, Microsoft Word, PowerPoint, Data Entry, Fundraising
Education
DeVry University-Illinois 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Busininess Information Systems
Amber McDonald's Financial Network Experience January 2004 - January 2005
Job Corporate Accountant at SSA Marine
Industry Accounting
Experience
SSA Marine October 2012 - Present
Adecco Group January 2007 - January 2009
ABC Legal January 2005 - January 2007
Financial Network January 2004 - January 2005
Corporate Express January 2001 - January 2002
Casner & Edwards, LLP November 2000 - September 2001
Skills
Microsoft Office, QuickBooks, 10 Key, Databases, Invoicing, Management, Financial Statements, Accounts Payable, Accounting, Office Management, Data Entry, Microsoft Excel, Process Improvement, Outlook, Finance
Education
Western Governors University 2015 — 2017
Master's degree, Accounting
Park University 2010 — 2012
Bachelor of Science degree, Accounting
National American University 2009 — 2010
Bachelor of Science (BS), Accounting
SSA Marine October 2012 - Present
Adecco Group January 2007 - January 2009
ABC Legal January 2005 - January 2007
Financial Network January 2004 - January 2005
Corporate Express January 2001 - January 2002
Casner & Edwards, LLP November 2000 - September 2001
Skills
Microsoft Office, QuickBooks, 10 Key, Databases, Invoicing, Management, Financial Statements, Accounts Payable, Accounting, Office Management, Data Entry, Microsoft Excel, Process Improvement, Outlook, Finance
Education
Western Governors University 2015 — 2017
Master's degree, Accounting
Park University 2010 — 2012
Bachelor of Science degree, Accounting
National American University 2009 — 2010
Bachelor of Science (BS), Accounting
Matthew Charles Angrick Matthew Charles Angrick's Financial Network Experience June 2012 - March 2013
Job Senior Consultant (Healthcare Division) at Marcus Evans
Industry Hospital & Health Care
Experience
Marcus Evans September 2015 - Present
Matthew Angrick March 2013 - Present
(Mercedes-Benz of Reno and Reno Buick, GMC, Cadillac) at 4M Co, LLC June 2014 - November 2014
Accenture/ Micrcosoft September 2013 - May 2014
Acclarent Inc. a Johnson & Johnson company March 2013 - September 2013
Financial Network June 2012 - March 2013
ATEL Capital Corporation January 2009 - June 2012
Skills
Direct Marketing, Strategic Planning, Due Diligence, Market Research, Presentation Development, Key Account Management, Email Marketing, Product Marketing, Social Media Marketing, CRM, Financial Analysis, Portfolio Management, Business Development, Marketing, Sales, Strategic Financial..., Marketing Communications, Alternative Investments, Marketing Strategy, Financial Modeling, Forecasting, Asset Managment, Investments, Sales Analysis, Financial Reporting, Start-ups, Analysis, Cross-functional Team..., Investment Management, Budgets, Management, Finance, Asset Management, Financial Planning
Education
Grand Canyon University 2013 — 2015
Master's degree, Accounting, 3.7
Golden Gate University 2004 — 2009
Management, Finance, 3.1
Bishop Manogue Catholic High School 1999 — 2003
Marcus Evans September 2015 - Present
Matthew Angrick March 2013 - Present
(Mercedes-Benz of Reno and Reno Buick, GMC, Cadillac) at 4M Co, LLC June 2014 - November 2014
Accenture/ Micrcosoft September 2013 - May 2014
Acclarent Inc. a Johnson & Johnson company March 2013 - September 2013
Financial Network June 2012 - March 2013
ATEL Capital Corporation January 2009 - June 2012
Skills
Direct Marketing, Strategic Planning, Due Diligence, Market Research, Presentation Development, Key Account Management, Email Marketing, Product Marketing, Social Media Marketing, CRM, Financial Analysis, Portfolio Management, Business Development, Marketing, Sales, Strategic Financial..., Marketing Communications, Alternative Investments, Marketing Strategy, Financial Modeling, Forecasting, Asset Managment, Investments, Sales Analysis, Financial Reporting, Start-ups, Analysis, Cross-functional Team..., Investment Management, Budgets, Management, Finance, Asset Management, Financial Planning
Education
Grand Canyon University 2013 — 2015
Master's degree, Accounting, 3.7
Golden Gate University 2004 — 2009
Management, Finance, 3.1
Bishop Manogue Catholic High School 1999 — 2003
Lantz Wagner Lantz Wagner's Financial Network Experience March 2008 - July 2008
Job Operations QA Specialist at Umpqua Bank
Industry Banking
Experience
Umpqua Bank August 2015 - Present
Umpqua Bank April 2015 - August 2015
Umpqua Bank (formerly Sterling Bank) November 2013 - March 2015
Umpqua Bank (formerly Sterling Bank) June 2012 - November 2013
Bank of America February 2009 - May 2012
Rubenstein's Contract Carpet, LLC October 2008 - January 2009
Omeros Corporation September 2008 - October 2008
Eldec Corp August 2008 - September 2008
Financial Network March 2008 - July 2008
Countrywide Financial June 2007 - November 2007
Skills
Administrative..., Loans, Management, Credit, Loan Origination, Customer Service, Mortgage Lending, Data Analysis, Report Writing, Quality Assurance, Quality Control, Help Desk Support, Administrative...
Education
Northeastern University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Washington 2011 — 2011
Certificate, Business Administration
City University 1997 — 2001
Bachelor of Arts, Communications
Art Institute of Seattle 1994 — 1996
Associate's Degree, Music Promotion
Umpqua Bank August 2015 - Present
Umpqua Bank April 2015 - August 2015
Umpqua Bank (formerly Sterling Bank) November 2013 - March 2015
Umpqua Bank (formerly Sterling Bank) June 2012 - November 2013
Bank of America February 2009 - May 2012
Rubenstein's Contract Carpet, LLC October 2008 - January 2009
Omeros Corporation September 2008 - October 2008
Eldec Corp August 2008 - September 2008
Financial Network March 2008 - July 2008
Countrywide Financial June 2007 - November 2007
Skills
Administrative..., Loans, Management, Credit, Loan Origination, Customer Service, Mortgage Lending, Data Analysis, Report Writing, Quality Assurance, Quality Control, Help Desk Support, Administrative...
Education
Northeastern University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Washington 2011 — 2011
Certificate, Business Administration
City University 1997 — 2001
Bachelor of Arts, Communications
Art Institute of Seattle 1994 — 1996
Associate's Degree, Music Promotion
Lisa Hamilton Lisa Hamilton's Financial Network Experience September 2007 - August 2009
Job HR Business Partner at ADP
Industry Human Resources
Experience
ADP June 2011 - Present
Tectrans, Inc. August 2009 - March 2011
Financial Network September 2007 - August 2009
Blue Vase Financial Network January 2002 - June 2007
getintegrated, Inc. 2000 - 2001
Skills
Recruiting
Education
California University of Pennsylvania 1997 — 2000
Pre-Med
ADP June 2011 - Present
Tectrans, Inc. August 2009 - March 2011
Financial Network September 2007 - August 2009
Blue Vase Financial Network January 2002 - June 2007
getintegrated, Inc. 2000 - 2001
Skills
Recruiting
Education
California University of Pennsylvania 1997 — 2000
Pre-Med
Todd P. Claypool, CLU, ChFC, LUTCF Todd P. Claypool, CLU, ChFC, LUTCF's Financial Network Experience 1987 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group 2008 - Present
New York Life Insurance Co. 2001 - 2008
Securities America 1997 - 2001
Lutheran Brotherhood 1992 - 1997
Financial Network 1987 - 1991
Skills
Disability Insurance, Long Term Care, Insurance
Education
Eastern Washington University 1982 — 1987
Professional Accounting
MassMutual Financial Group 2008 - Present
New York Life Insurance Co. 2001 - 2008
Securities America 1997 - 2001
Lutheran Brotherhood 1992 - 1997
Financial Network 1987 - 1991
Skills
Disability Insurance, Long Term Care, Insurance
Education
Eastern Washington University 1982 — 1987
Professional Accounting
Juan Carlos Orejarena Juan Carlos Orejarena's Financial Network Experience October 2002 - October 2004
Job Faculty at Kean University
Industry Education Management
Experience
Kean University September 2000 - Present
Fairleigh Dickinson University April 2004 - May 2009
Financial Network, October 2002 - October 2004
Dow Jones Newswires January 2001 - December 2002
Professional Economic Growth Group September 2000 - September 2002
AXA Advisors July 1999 - August 2000
Universidad Autonoma de Bucaramanga, Colombia July 1990 - March 1999
ElectrOriente S.A. May 1990 - March 1999
Universidad Industrial de Santander UIS, Colombia February 1992 - September 1998
Skills
Spanish, Investments, International Relations, Research, Teaching, Management, Public Speaking, Marketing, Mutual Funds, Non-profits, Higher Education, Editing, Qualitative Research, Public Policy, Fundraising, Community Outreach, Grant Writing, Politics, Leadership, Microsoft Office, Nonprofits, Program Evaluation
Education
Tecnológico de Monterrey 1992 — 1993
Diploma, International Business
Ohio University 1988 — 1989
MA, Political Science
Universidad Santo Tomás 1980 — 1985
Juris Doctor, Law
Kean University September 2000 - Present
Fairleigh Dickinson University April 2004 - May 2009
Financial Network, October 2002 - October 2004
Dow Jones Newswires January 2001 - December 2002
Professional Economic Growth Group September 2000 - September 2002
AXA Advisors July 1999 - August 2000
Universidad Autonoma de Bucaramanga, Colombia July 1990 - March 1999
ElectrOriente S.A. May 1990 - March 1999
Universidad Industrial de Santander UIS, Colombia February 1992 - September 1998
Skills
Spanish, Investments, International Relations, Research, Teaching, Management, Public Speaking, Marketing, Mutual Funds, Non-profits, Higher Education, Editing, Qualitative Research, Public Policy, Fundraising, Community Outreach, Grant Writing, Politics, Leadership, Microsoft Office, Nonprofits, Program Evaluation
Education
Tecnológico de Monterrey 1992 — 1993
Diploma, International Business
Ohio University 1988 — 1989
MA, Political Science
Universidad Santo Tomás 1980 — 1985
Juris Doctor, Law
Bryan Melmed Bryan Melmed's Financial Network Experience July 2001 - July 2003
Job Digital Marketing Insight and Strategy
Industry Online Media
Experience
Exponential March 2011 - Present
MediaMind February 2010 - February 2011
Droga5 December 2009 - February 2010
Brightband Consulting August 2009 - January 2010
Haviland Holdings June 2009 - December 2009
Analysis Group September 2004 - January 2008
Financial Network July 2001 - July 2003
NBC Internet July 1999 - January 2001
iXL May 1998 - July 1999
Skills
Stata, R, SPSS, SAS, Excel, Visual Basic, VBA, Prezi, Powerpoint, Tableau, Keynote, Statistics, Analysis, Analytics, Market Research, Digital Media, Digital Marketing, Online Marketing, Segmentation, Data Analysis, Competitive Analysis, Web Analytics, Research, Marketing Strategy, Marketing Research, Strategy Development, Digital Strategy, Market Analysis, Competitive Intelligence, Consumer Insights, Data Mining, Advertising, Economics, Online Advertising, CRM, Strategy, Business Strategy
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Marketing
Columbia University in the City of New York 2003 — 2004
Master's, Quantitative Methods
Oberlin College 1993 — 1997
Bachelor's, Economics
Exponential March 2011 - Present
MediaMind February 2010 - February 2011
Droga5 December 2009 - February 2010
Brightband Consulting August 2009 - January 2010
Haviland Holdings June 2009 - December 2009
Analysis Group September 2004 - January 2008
Financial Network July 2001 - July 2003
NBC Internet July 1999 - January 2001
iXL May 1998 - July 1999
Skills
Stata, R, SPSS, SAS, Excel, Visual Basic, VBA, Prezi, Powerpoint, Tableau, Keynote, Statistics, Analysis, Analytics, Market Research, Digital Media, Digital Marketing, Online Marketing, Segmentation, Data Analysis, Competitive Analysis, Web Analytics, Research, Marketing Strategy, Marketing Research, Strategy Development, Digital Strategy, Market Analysis, Competitive Intelligence, Consumer Insights, Data Mining, Advertising, Economics, Online Advertising, CRM, Strategy, Business Strategy
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Marketing
Columbia University in the City of New York 2003 — 2004
Master's, Quantitative Methods
Oberlin College 1993 — 1997
Bachelor's, Economics
Stephen Reh,CFA® MBA CFP® Stephen Reh,CFA® MBA CFP®'s Financial Network Experience January 2005 - June 2010
Job Financial Advisor,CFA® Charterholder, Manager
Industry Financial Services
Experience
Reh Wealth Advisors LLC July 2010 - Present
PerTronix Inc September 2004 - Present
Estate Planning Council 2015 - 2015
Estate Planning Council 2015 - 2015
Financial Network January 2005 - June 2010
CSUF President's Scholars and President's Associates 1998 - 2007
Ayco 2003 - 2004
Skills
Investments, Asset Allocation, Financial Planning, Financial Advisory, Finance, Financial Modeling, Financial Analysis, Strategic Planning, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth, Management, Bonds, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investment Advisory, Team Building, Marketing Strategy
Education
University of California, Irvine 2001 — 2003
MBA, Finance, Portfolio Management, Real Estate, Dean's Scholar 3.94 GPA
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
MBA, Finance, Investments, Portfolio Mgmt, Dean's Scholar 3.94 GPA
California State University-Fullerton - College of Business and Economics 1997 — 2003
Bachelor of Arts, Business - Finance, Summa Cum Laude - 3.94 GPA
California State University-Fullerton 1997 — 2001
BA, Business, Summa Cum Laude - 3.94 GPA
Reh Wealth Advisors LLC July 2010 - Present
PerTronix Inc September 2004 - Present
Estate Planning Council 2015 - 2015
Estate Planning Council 2015 - 2015
Financial Network January 2005 - June 2010
CSUF President's Scholars and President's Associates 1998 - 2007
Ayco 2003 - 2004
Skills
Investments, Asset Allocation, Financial Planning, Financial Advisory, Finance, Financial Modeling, Financial Analysis, Strategic Planning, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth, Management, Bonds, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Investment Advisory, Team Building, Marketing Strategy
Education
University of California, Irvine 2001 — 2003
MBA, Finance, Portfolio Management, Real Estate, Dean's Scholar 3.94 GPA
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
MBA, Finance, Investments, Portfolio Mgmt, Dean's Scholar 3.94 GPA
California State University-Fullerton - College of Business and Economics 1997 — 2003
Bachelor of Arts, Business - Finance, Summa Cum Laude - 3.94 GPA
California State University-Fullerton 1997 — 2001
BA, Business, Summa Cum Laude - 3.94 GPA
carlo tingzon carlo tingzon's Financial Network Experience 2005 - 2007
Job STAFF II RN at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
usa February 2008 - Present
Kaiser Permanente February 2008 - Present
financial network 2005 - 2007
Skills
nursing, Medical Education, Prioritization, Typing, Social Networking, Patience, Delegation, PALS, Nursing, ACLS, Inpatient, Organization &...
Education
San Francisco State University
BSN, Nursing
usa February 2008 - Present
Kaiser Permanente February 2008 - Present
financial network 2005 - 2007
Skills
nursing, Medical Education, Prioritization, Typing, Social Networking, Patience, Delegation, PALS, Nursing, ACLS, Inpatient, Organization &...
Education
San Francisco State University
BSN, Nursing
Sarah Canary Sarah Canary's Financial Network Experience 2004 - 2005
Job Certified Professional Nanny
Industry Individual & Family Services
Experience
Self Employed as a Private Nanny November 2010 - Present
Avon September 2011 - December 2012
Canary & Associates February 2009 - December 2011
Self Employed with Primerica February 2009 - December 2010
Martin & Huddleston Associates 2005 - February 2009
Financial Network 2004 - 2005
Kronos 2000 - 2003
Skills
Coaching, Leadership, Investments, Organizational..., Strategic Planning, Customer Service, Marketing, Public Speaking, Team Building, Recruiting, Sales, Strategic Financial..., Business Development, Finance, Insurance, Microsoft Office, Microsoft Excel, Small Business, Strategy, Training, Entrepreneurship, Management, Leadership Development, Budgets, Social Networking, New Business Development, Teaching
Education
University of Phoenix 2010 — 2012
Business, Financial
Hope International University 2006 — 2009
Self Employed as a Private Nanny November 2010 - Present
Avon September 2011 - December 2012
Canary & Associates February 2009 - December 2011
Self Employed with Primerica February 2009 - December 2010
Martin & Huddleston Associates 2005 - February 2009
Financial Network 2004 - 2005
Kronos 2000 - 2003
Skills
Coaching, Leadership, Investments, Organizational..., Strategic Planning, Customer Service, Marketing, Public Speaking, Team Building, Recruiting, Sales, Strategic Financial..., Business Development, Finance, Insurance, Microsoft Office, Microsoft Excel, Small Business, Strategy, Training, Entrepreneurship, Management, Leadership Development, Budgets, Social Networking, New Business Development, Teaching
Education
University of Phoenix 2010 — 2012
Business, Financial
Hope International University 2006 — 2009
Krystal Cummins Krystal Cummins's Financial Network Experience January 2002 - August 2006
Job Tax Preparer at MeredithCPA's
Industry Accounting
Experience
Meredith & Associates October 2006 - Present
Financial Network January 2002 - August 2006
Skills
Tax, Excel, Microsoft Office, Quickbooks, Word, Tax Preparation, Non-profits, Accounting, QuickBooks, State Tax Compliance, Entity Formations, Entity Dissolutions, Microsoft Word, Microsoft Excel, US Tax, Nonprofits, IRS, S Corporations, Income Tax, Corporate Tax, Tax Returns, Bookkeeping, Tax Research, Financial Reporting, GAAP, Partnership Taxation, Auditing, Sales Tax, Lacerte
Education
University of North Texas
General Studies/Education
Meredith & Associates October 2006 - Present
Financial Network January 2002 - August 2006
Skills
Tax, Excel, Microsoft Office, Quickbooks, Word, Tax Preparation, Non-profits, Accounting, QuickBooks, State Tax Compliance, Entity Formations, Entity Dissolutions, Microsoft Word, Microsoft Excel, US Tax, Nonprofits, IRS, S Corporations, Income Tax, Corporate Tax, Tax Returns, Bookkeeping, Tax Research, Financial Reporting, GAAP, Partnership Taxation, Auditing, Sales Tax, Lacerte
Education
University of North Texas
General Studies/Education
Cliff Shum, CFP®'s Financial Network Experience April 2005 - January 2007
Job Financial Advisor
Industry Financial Services
Experience
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
Shum Financial Group, Girard Securities,Inc. July 2013 - Present
Edward Jones Investments January 2007 - May 2013
Financial Network April 2005 - January 2007
Edward Jones October 2002 - March 2005
American Express Financial Advisors November 1997 - October 2002
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners
Education
University of California, Los Angeles 2006 — 2006
Personal Financial Planning
University of California, Irvine 1992 — 1996
Bachelors, Economics
Ryan Holtz's Financial Network Experience December 2003 - July 2004
Job Manager of Asset Services Core Funds at The Hampshire Companies
Industry Retail
Experience
The Hampshire Companies July 2015 - Present
Rouse Properties August 2011 - Present
Aeropostale, Inc. July 2004 - August 2011
Financial Network December 2003 - July 2004
Skills
Retail, Forecasting, Process Scheduler, Shopping Centers, Real Estate, Lease Negotiation, Pro Forma Analysis, Profit and..., Retail operations, Lease Administration, Negotiation, Proformas, Business Operations, Lease Negotiations, Analysis, Landlord, Location Intelligence
Education
Florida State University - College of Business 2005 — 2007
MBA, Real Estate Finance and Analysis
Towson University 1999 — 2003
Bachelor of Science, Business Administration
The Hampshire Companies July 2015 - Present
Rouse Properties August 2011 - Present
Aeropostale, Inc. July 2004 - August 2011
Financial Network December 2003 - July 2004
Skills
Retail, Forecasting, Process Scheduler, Shopping Centers, Real Estate, Lease Negotiation, Pro Forma Analysis, Profit and..., Retail operations, Lease Administration, Negotiation, Proformas, Business Operations, Lease Negotiations, Analysis, Landlord, Location Intelligence
Education
Florida State University - College of Business 2005 — 2007
MBA, Real Estate Finance and Analysis
Towson University 1999 — 2003
Bachelor of Science, Business Administration
Jason Rumfelt's Financial Network Experience June 1994 - Present
Job Principal, Financial Network offering securities through Cetera Advisor Networks, LLC, member FINRA/SIPC
Industry Financial Services
Experience
Financial Network June 1994 - Present
Education
University of North Carolina at Chapel Hill 1990 — 1994
B.A., Economics / Minor in Finance
Financial Network June 1994 - Present
Education
University of North Carolina at Chapel Hill 1990 — 1994
B.A., Economics / Minor in Finance
Alba Good's Financial Network Experience July 2001 - March 2007
Job Director of Compliance at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. January 2012 - Present
ESSEX National Securities Inc. March 2007 - June 2009
Financial Network July 2001 - March 2007
Independent Advantage October 1999 - May 2001
Metropolitan Life Insurance Company 1997 - 1998
Fidelity Federal Bank & Trust 1989 - 1996
Skills
FINRA, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Series 79, Mutual Funds, Investment Advisory, AML, Licensed Life & Health..., Insurance, Financial Services, Investments, Asset Management, Alternative Investments
Education
California State University-Northridge 1994 — 1998
BS, Business Administration - Accounting
Griffin Capital Securities, Inc. January 2012 - Present
ESSEX National Securities Inc. March 2007 - June 2009
Financial Network July 2001 - March 2007
Independent Advantage October 1999 - May 2001
Metropolitan Life Insurance Company 1997 - 1998
Fidelity Federal Bank & Trust 1989 - 1996
Skills
FINRA, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Series 79, Mutual Funds, Investment Advisory, AML, Licensed Life & Health..., Insurance, Financial Services, Investments, Asset Management, Alternative Investments
Education
California State University-Northridge 1994 — 1998
BS, Business Administration - Accounting
Daniel P. Lash, CFP®, AIF®'s Financial Network Experience May 1996 - June 1997
Job Certified Financial Planner™ practitioner
Industry Financial Services
Experience
VLP Financial Advisors January 2010 - Present
VLP Financial Advisors November 1998 - Present
8391 Old Courthouse Road, Suite 203, Vienna, VA 22182 November 1998 - Present
Financial Planning Association National Capital Area Chapter January 2008 - Present
John Hancock June 1997 - November 1998
Financial Network May 1996 - June 1997
Skills
Financial Planning, Wealth Management, College Plannning, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Plan..., Inheritance Tax Planning, Estate Tax Planning, Investment Strategies, Financial Advisory, Estate Planning, Investments, Asset Allocation, Securities, Finance, Asset Management, Portfolio Management, Risk Management, Insurance, Employee Benefits, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Financial Services, Series 7, 401k, Financial Analysis
Education
George Mason University 1995 — 1997
1997, BS Economics
George Mason University
VLP Financial Advisors January 2010 - Present
VLP Financial Advisors November 1998 - Present
8391 Old Courthouse Road, Suite 203, Vienna, VA 22182 November 1998 - Present
Financial Planning Association National Capital Area Chapter January 2008 - Present
John Hancock June 1997 - November 1998
Financial Network May 1996 - June 1997
Skills
Financial Planning, Wealth Management, College Plannning, Retirement Planning, Retirement Income..., Retirement Plan..., Retirement Plan..., Inheritance Tax Planning, Estate Tax Planning, Investment Strategies, Financial Advisory, Estate Planning, Investments, Asset Allocation, Securities, Finance, Asset Management, Portfolio Management, Risk Management, Insurance, Employee Benefits, Strategic Planning, Mutual Funds, Small Business, Investment Advisory, Financial Services, Series 7, 401k, Financial Analysis
Education
George Mason University 1995 — 1997
1997, BS Economics
George Mason University
Katie Aulwes's Financial Network Experience 2006 - 2008
Job Project Manager, Technology at The Nielsen Company
Industry Market Research
Experience
The Nielsen Company March 2009 - Present
The Nielsen Company March 2008 - March 2009
Financial Network 2006 - 2008
Centegra Health System 1999 - 2006
Skills
Project Management, Business Process..., Process Improvement, Management, Project Coordination, Project Portfolio..., Resource Management, Financial Management, Employee Engagement, Requirements Analysis, Analysis, Strategy, IT Strategy
Education
Columbia College Missouri
BA, Marketing & Management
The Nielsen Company March 2009 - Present
The Nielsen Company March 2008 - March 2009
Financial Network 2006 - 2008
Centegra Health System 1999 - 2006
Skills
Project Management, Business Process..., Process Improvement, Management, Project Coordination, Project Portfolio..., Resource Management, Financial Management, Employee Engagement, Requirements Analysis, Analysis, Strategy, IT Strategy
Education
Columbia College Missouri
BA, Marketing & Management
Fabiola Hill's Financial Network Experience 1999 - 2000
Job
Industry Financial Services
Experience
VantaQuest November 2013 - Present
Erman Retirement Advisory December 2011 - October 2013
Associated Securities Corporation October 2008 - December 2009
Quantum Consulting July 2007 - April 2008
ING Advisors Network 2002 - 2006
Financial Network 1999 - 2000
Education
UCLA Extesion 2009 — 2010
Certificate of Translation and Interpretation/English-Spanish
University of California, Los Angeles 1995 — 1997
BA, International Economics
VantaQuest November 2013 - Present
Erman Retirement Advisory December 2011 - October 2013
Associated Securities Corporation October 2008 - December 2009
Quantum Consulting July 2007 - April 2008
ING Advisors Network 2002 - 2006
Financial Network 1999 - 2000
Education
UCLA Extesion 2009 — 2010
Certificate of Translation and Interpretation/English-Spanish
University of California, Los Angeles 1995 — 1997
BA, International Economics
Christopher Coroneos's Financial Network Experience January 2000 - Present
Job Entrepreneur, Financial Consulting
Industry Financial Services
Experience
Financial Network January 2000 - Present
Education
Rutgers, The State University of New Jersey-Newark
Financial Network January 2000 - Present
Education
Rutgers, The State University of New Jersey-Newark
Tom Coco's Financial Network Experience July 2008 - December 2012
Job Investment Advisor Representative Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2013 - Present
Financial Network July 2008 - December 2012
Skills
Retirement Planning, Wealth Management, Investments, Securities, Financial Services, Series 7, Retirement, Insurance, Financial Planning, Mutual Funds, Financial Advisory, Investment Advisory
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1993
Finance
University of Colorado Boulder
Finance, General
Cetera Advisor Networks LLC January 2013 - Present
Financial Network July 2008 - December 2012
Skills
Retirement Planning, Wealth Management, Investments, Securities, Financial Services, Series 7, Retirement, Insurance, Financial Planning, Mutual Funds, Financial Advisory, Investment Advisory
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1993
Finance
University of Colorado Boulder
Finance, General
Lila Hedlund's Financial Network Experience 1998 - 2009
Job Senior Director of Human Resources at Concord Hospitality Enterprises
Industry Hospitality
Experience
Concord Hospitality Enterprises Senior Director of Compliance and TrainingConcord Hospitality EnterprisesDecember 2011 - December 2014
Concord Hospitality Enterprises November 2009 - December 2012
Crowne Plaza Columbus North October 1999 - November 2009
Financial Network 1998 - 2009
Boykin Management Company 2003 - March 2007
Hedlund Consulting 1996 - 1999
The Green Tree Group November 1991 - 1994
Marriott International 1985 - January 1991
Skills
Training, Hotels, Hospitality Industry, Hotel Management, Hospitality Management, Hospitality, Revenue Analysis, Customer Service, Yield Management, Resorts, Human Resources, Pre-opening, Front Office, Food & Beverage, Rooms Division, Employee Relations, Hiring, Opening Hotels, Property Management..., Micros, Restaurants, Meeting Planning, Banquets, OnQ, Lodging, MICROS
Education
Marriott International 1985 — 2009
Certified Trainer, Training Certification
Roosevelt University
Human Resources
San Jose City College
AA, Sociology
Santa Clara University
Social Sciences
Training Certification
Certification, Certified Trainer with DDI
Concord Hospitality Enterprises Senior Director of Compliance and TrainingConcord Hospitality EnterprisesDecember 2011 - December 2014
Concord Hospitality Enterprises November 2009 - December 2012
Crowne Plaza Columbus North October 1999 - November 2009
Financial Network 1998 - 2009
Boykin Management Company 2003 - March 2007
Hedlund Consulting 1996 - 1999
The Green Tree Group November 1991 - 1994
Marriott International 1985 - January 1991
Skills
Training, Hotels, Hospitality Industry, Hotel Management, Hospitality Management, Hospitality, Revenue Analysis, Customer Service, Yield Management, Resorts, Human Resources, Pre-opening, Front Office, Food & Beverage, Rooms Division, Employee Relations, Hiring, Opening Hotels, Property Management..., Micros, Restaurants, Meeting Planning, Banquets, OnQ, Lodging, MICROS
Education
Marriott International 1985 — 2009
Certified Trainer, Training Certification
Roosevelt University
Human Resources
San Jose City College
AA, Sociology
Santa Clara University
Social Sciences
Training Certification
Certification, Certified Trainer with DDI
Joseph Bianchi's Financial Network Experience August 2007 - July 2011
Job Financial Services Professional at Financial Architects MassMutual
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
The Hilb Group of New York, LLC July 2011 - April 2012
Financial Network August 2007 - July 2011
Century Mold Co., Inc. 1986 - 2007
Skills
Retirement, Securities, Financial Services, Fixed Annuities, Long-term Care, Retirement Planning, 401k, Mutual Funds, Employee Benefits, Finance, Estate Planning, Disability Insurance, Series 63, Investments, Long Term Care Insurance, Life Insurance, IRAs, Series 6, Variable Annuities, Insurance, Universal Life, Health Insurance, Wealth Management
Education
Monroe Community College 1992 — 1993
Psychology
The American College
LUTCF & CLU
Greece Athena
MassMutual Financial Group April 2012 - Present
The Hilb Group of New York, LLC July 2011 - April 2012
Financial Network August 2007 - July 2011
Century Mold Co., Inc. 1986 - 2007
Skills
Retirement, Securities, Financial Services, Fixed Annuities, Long-term Care, Retirement Planning, 401k, Mutual Funds, Employee Benefits, Finance, Estate Planning, Disability Insurance, Series 63, Investments, Long Term Care Insurance, Life Insurance, IRAs, Series 6, Variable Annuities, Insurance, Universal Life, Health Insurance, Wealth Management
Education
Monroe Community College 1992 — 1993
Psychology
The American College
LUTCF & CLU
Greece Athena
Robert DiCerbo's Financial Network Experience October 2012 - Present
Job Financial Advisor at Financial Network
Industry Financial Services
Experience
Financial Network October 2012 - Present
Merrill Lynch November 2010 - September 2012
Polek & Polek March 1999 - November 2010
Skills
Strategic Planning, Series 7, New Business Development, Customer Service, Negotiation
Education
Caldwell University 2006 — 2008
bachelors, Financial Economics
Financial Network October 2012 - Present
Merrill Lynch November 2010 - September 2012
Polek & Polek March 1999 - November 2010
Skills
Strategic Planning, Series 7, New Business Development, Customer Service, Negotiation
Education
Caldwell University 2006 — 2008
bachelors, Financial Economics
Brad Lockhart's Financial Network Experience January 2001 - September 2007
Job Rep at NorCal Financial Group
Industry Financial Services
Experience
NorCal Financial Group September 2007 - Present
Financial Network January 2001 - September 2007
Artic Aire October 1978 - August 2000
Skills
Personal Finance, Retirement Planning, Fixed Annuities, Wealth Accumulation, Retirement, IRAs, 401k, Term Life Insurance, Mutual Funds, Life Insurance, Estate Planning, Series 63, Wealth Management, Income Protection, Series 7, Strategic Financial..., Securities, Financial Planners
Education
Brigham Young University 1975 — 1979
Bachelor of Science, Business with emphasis on Finance
NorCal Financial Group September 2007 - Present
Financial Network January 2001 - September 2007
Artic Aire October 1978 - August 2000
Skills
Personal Finance, Retirement Planning, Fixed Annuities, Wealth Accumulation, Retirement, IRAs, 401k, Term Life Insurance, Mutual Funds, Life Insurance, Estate Planning, Series 63, Wealth Management, Income Protection, Series 7, Strategic Financial..., Securities, Financial Planners
Education
Brigham Young University 1975 — 1979
Bachelor of Science, Business with emphasis on Finance
Martin Link's Financial Network Experience October 2008 - Present
Job Finance Cetera Advisor Networks
Industry Financial Services
Experience
Financial Network October 2008 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Management, HTML, Social Media, Outlook, Marketing, Sales, Team Building, Microsoft Word
Education
City University of Seattle 2012 — 2014
Bachelor's Degree, Accounting and Finance, 3.9
Financial Network October 2008 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Management, HTML, Social Media, Outlook, Marketing, Sales, Team Building, Microsoft Word
Education
City University of Seattle 2012 — 2014
Bachelor's Degree, Accounting and Finance, 3.9
Hien Mai's Financial Network Experience September 2008 - Present
Job Business Consultant at Allianz
Industry Financial Services
Experience
Financial Network September 2008 - Present
Allianz February 2008 - Present
NationPoint October 1998 - November 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Financial Network September 2008 - Present
Allianz February 2008 - Present
NationPoint October 1998 - November 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Casey Cason's Financial Network Experience March 2008 - May 2011
Job Wealth Manager at Cue Financial/Foothill Securities, Inc
Industry Financial Services
Experience
Foothill Securities, Inc/Cue Financial October 2013 - Present
Cetera Advisor Networks LLC April 2008 - October 2013
Financial Network March 2008 - May 2011
Financial Network Investment Corporation, Member SIPC March 2007 - May 2011
Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Investments, Fixed Annuities, Financial Planners, Portfolio Management, Mutual Funds, Asset Allocation, Life Insurance, Strategic Planning, Asset Management, Strategic Financial..., Series 63, Uniform Combined State..., Investment Strategies, Alternative Investments, Estate Planning, 401k, Retirement, IRAs, Investment Advisory, Financial Advisory, Finance, Equities, Fixed Income, Small Business, Financial Services, Securities, Series 24, FINRA, Public Speaking, Leadership, Risk Management
Education
The University of New Mexico 2009 — 2011
Masters, MBA
Grand Canyon University 2005 — 2008
Bachelors of Business Management, Business
DeVry Institute of Technology 1990 — 1992
Associates of Apllied Science in Electronics, Electronics
Foothill Securities, Inc/Cue Financial October 2013 - Present
Cetera Advisor Networks LLC April 2008 - October 2013
Financial Network March 2008 - May 2011
Financial Network Investment Corporation, Member SIPC March 2007 - May 2011
Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Investments, Fixed Annuities, Financial Planners, Portfolio Management, Mutual Funds, Asset Allocation, Life Insurance, Strategic Planning, Asset Management, Strategic Financial..., Series 63, Uniform Combined State..., Investment Strategies, Alternative Investments, Estate Planning, 401k, Retirement, IRAs, Investment Advisory, Financial Advisory, Finance, Equities, Fixed Income, Small Business, Financial Services, Securities, Series 24, FINRA, Public Speaking, Leadership, Risk Management
Education
The University of New Mexico 2009 — 2011
Masters, MBA
Grand Canyon University 2005 — 2008
Bachelors of Business Management, Business
DeVry Institute of Technology 1990 — 1992
Associates of Apllied Science in Electronics, Electronics
Bradley Sexton's Financial Network Experience July 2007 - December 2010
Job Reporting Analyst
Industry Banking
Experience
BMO Harris Bank June 2012 - Present
UnaSolutions December 2010 - June 2012
Financial Network July 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, C, Project Management, Accounting, Sales, SQL, Financial Analysis, Analysis, Process Improvement, Management, Banking, Budgets
Education
Columbia College
Bachelor of Science (BS), Finance, General & Minor in Accounting
BMO Harris Bank June 2012 - Present
UnaSolutions December 2010 - June 2012
Financial Network July 2007 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, C, Project Management, Accounting, Sales, SQL, Financial Analysis, Analysis, Process Improvement, Management, Banking, Budgets
Education
Columbia College
Bachelor of Science (BS), Finance, General & Minor in Accounting
Elizabeth (Liz) Lesnek's Financial Network Experience May 2002 - December 2009
Job Realtor at Ultimate Real Estate
Industry Real Estate
Experience
Ultimate Real Estate January 2012 - Present
Finance & Accounting Advisory Services August 1999 - December 2011
Financial Network May 2002 - December 2009
Skills
Real Estate, Financial Planning, Contract Negotiation, Investors, Investments, Health and Life..., Entrepreneur, Sr. Business Analyst
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Finance, General
Sam Houston State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Ultimate Real Estate January 2012 - Present
Finance & Accounting Advisory Services August 1999 - December 2011
Financial Network May 2002 - December 2009
Skills
Real Estate, Financial Planning, Contract Negotiation, Investors, Investments, Health and Life..., Entrepreneur, Sr. Business Analyst
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Finance, General
Sam Houston State University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Michael D. Duree's Financial Network Experience November 1998 - Present
Job Financial Consultant
Industry Financial Services
Experience
Financial Network November 1998 - Present
Ability Financial Services January 1996 - January 2010
Fidelity Mortgage Services January 1994 - January 1997
Mutual Savings Bank April 1994 - April 1995
Texas Instruments January 1988 - November 1993
Education
University of Texas at Austin 1983 — 1987
BBA, Engineering Route To Business - Mechanical
Houston Baptist University 1990 — 1992
MBA, General/Finance
St. Thomas 2002 — 2003
CFP, Cerified Financial Planning Certificate
Financial Network November 1998 - Present
Ability Financial Services January 1996 - January 2010
Fidelity Mortgage Services January 1994 - January 1997
Mutual Savings Bank April 1994 - April 1995
Texas Instruments January 1988 - November 1993
Education
University of Texas at Austin 1983 — 1987
BBA, Engineering Route To Business - Mechanical
Houston Baptist University 1990 — 1992
MBA, General/Finance
St. Thomas 2002 — 2003
CFP, Cerified Financial Planning Certificate
Emily Ruscansky's Financial Network Experience 2003 - 2005
Job Sales Representative at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo June 2013 - Present
Most Recent Tenure September 2011 - June 2013
Cornerstone Therapeutics June 2006 - September 2011
AstraZeneca 2005 - 2006
Financial Network 2003 - 2005
Skills
Pulmonology, Pharmaceutical Sales, Allergy, Gastroenterology, Respiratory call points, Pulmonology call points, Endocrinology call..., Nephrology call points, Calling on..., Gallup: Achiever, Gallup: Positivity, Gallup: Futuristic, Gallup: Responsibility, Gallup: Ideation, #1 National Rankings, New Product Launches, Large Territory..., Business Development..., Calling on Internal..., Getting past Gatekeepers, Quickly learning new..., Recovering Lost Markets..., Building Long-Term..., Closing the Sale, Integrity - Honesty, Being seen as a Trusted..., Understanding Why a..., ENT, Sales, Business Acumen, Sales Operations, Product Development, Sales Force Development, Product Launch
Education
Kean University
Bachelor of Science (B.Sc.), Finance, General
Daiichi Sankyo June 2013 - Present
Most Recent Tenure September 2011 - June 2013
Cornerstone Therapeutics June 2006 - September 2011
AstraZeneca 2005 - 2006
Financial Network 2003 - 2005
Skills
Pulmonology, Pharmaceutical Sales, Allergy, Gastroenterology, Respiratory call points, Pulmonology call points, Endocrinology call..., Nephrology call points, Calling on..., Gallup: Achiever, Gallup: Positivity, Gallup: Futuristic, Gallup: Responsibility, Gallup: Ideation, #1 National Rankings, New Product Launches, Large Territory..., Business Development..., Calling on Internal..., Getting past Gatekeepers, Quickly learning new..., Recovering Lost Markets..., Building Long-Term..., Closing the Sale, Integrity - Honesty, Being seen as a Trusted..., Understanding Why a..., ENT, Sales, Business Acumen, Sales Operations, Product Development, Sales Force Development, Product Launch
Education
Kean University
Bachelor of Science (B.Sc.), Finance, General
Kate Sampson's Financial Network Experience November 2011 - June 2012
Job Client Relationship Director at iCIMS
Industry Marketing and Advertising
Experience
iCIMS September 2015 - Present
iCIMS October 2014 - August 2015
SHI International Corp. October 2013 - October 2014
SHI International Corp. June 2012 - October 2013
Financial Network November 2011 - June 2012
J.Crew May 2009 - April 2012
Bergen Spine & Sports Rehab Center May 2011 - November 2011
Skills
Merchandising, Customer Service, PowerPoint, Word, Fashion, Microsoft Word, Social Media, Facebook, Blogging, Marketing, Social Networking, Social Media Marketing, Management, Data Entry, Channel Partners, Advertising, Sales, CRM
Education
Ramapo College of New Jersey 2007 — 2011
B.S., Marketing
iCIMS September 2015 - Present
iCIMS October 2014 - August 2015
SHI International Corp. October 2013 - October 2014
SHI International Corp. June 2012 - October 2013
Financial Network November 2011 - June 2012
J.Crew May 2009 - April 2012
Bergen Spine & Sports Rehab Center May 2011 - November 2011
Skills
Merchandising, Customer Service, PowerPoint, Word, Fashion, Microsoft Word, Social Media, Facebook, Blogging, Marketing, Social Networking, Social Media Marketing, Management, Data Entry, Channel Partners, Advertising, Sales, CRM
Education
Ramapo College of New Jersey 2007 — 2011
B.S., Marketing
Jeff Fleischman's Financial Network Experience June 1995 - Present
Job Exec at Peerless Distributi
Industry Financial Services
Experience
Financial Network June 1995 - Present
Peerless Distributi June 1982 - Present
Peerless Distributing Co. 1982 - Present
Skills
Stocks, Investments, ETFs, Securities, Mutual Funds, Wealth Management, Investment Advisory, Life and Long-term Care..., Financial Advisory, Wholesale sales and..., Petroleum Products, Education Funding, IRAs, Retirement Planning
Education
University of Michigan
BGS and MBA
Financial Network June 1995 - Present
Peerless Distributi June 1982 - Present
Peerless Distributing Co. 1982 - Present
Skills
Stocks, Investments, ETFs, Securities, Mutual Funds, Wealth Management, Investment Advisory, Life and Long-term Care..., Financial Advisory, Wholesale sales and..., Petroleum Products, Education Funding, IRAs, Retirement Planning
Education
University of Michigan
BGS and MBA
Jayaprada Brower's Financial Network Experience September 2008 - April 2009
Job Financial Services/Research Analyst
Industry Financial Services
Experience
Goldman Sachs June 2009 - September 2010
Financial Network September 2008 - April 2009
Skills
Financial Services, Equities, Finance
Education
The University of New Mexico 2007 — 2008
Certificate, Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Bachelors, Finance, 4.09, Honor Roll
Goldman Sachs June 2009 - September 2010
Financial Network September 2008 - April 2009
Skills
Financial Services, Equities, Finance
Education
The University of New Mexico 2007 — 2008
Certificate, Financial Planning
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
Bachelors, Finance, 4.09, Honor Roll
Troy Nuss's Financial Network Experience January 2003 - October 2003
Job Auto Sales Consultant at Infiniti, Continuing Education Certificate Completion in Earned Value & Project Managment
Industry Automotive
Experience
Infitniti of Huntsville November 2012 - Present
Big A Convenient Stores November 2009 - July 2012
Jimmy Smith Buick GMC March 2011 - September 2011
Jos. A. Bank Men's Clothiers September 2006 - April 2010
Dillard's Department Store February 2006 - September 2006
Jacobs Sverdrup April 2005 - September 2006
Research Park Chevron May 2004 - January 2006
ADT March 2004 - October 2004
A+ Financial October 2003 - March 2004
Financial network January 2003 - October 2003
Skills
Store Management, Retail, Visual Merchandising, Merchandising, Loss Prevention, Inventory Management, Customer Service, Inventory Control, Retail Sales, Store Operations, Profit, Fashion, Sales, Apparel, Sales Management, Customer Satisfaction, Microsoft Office, Driving Results, Recruiting, Microsoft Excel
Education
University of Alabama in Huntsville 2012 — 2012
Project Management Certificate, Professional and Continuting Studies
University of Alabama in Huntsville 2012 — 2012
Earned Value Management Certificate, Professional and Continuing Studies
The University of Georgia 1994 — 1999
Bachelor of Science (B.S.), Statistics
Infitniti of Huntsville November 2012 - Present
Big A Convenient Stores November 2009 - July 2012
Jimmy Smith Buick GMC March 2011 - September 2011
Jos. A. Bank Men's Clothiers September 2006 - April 2010
Dillard's Department Store February 2006 - September 2006
Jacobs Sverdrup April 2005 - September 2006
Research Park Chevron May 2004 - January 2006
ADT March 2004 - October 2004
A+ Financial October 2003 - March 2004
Financial network January 2003 - October 2003
Skills
Store Management, Retail, Visual Merchandising, Merchandising, Loss Prevention, Inventory Management, Customer Service, Inventory Control, Retail Sales, Store Operations, Profit, Fashion, Sales, Apparel, Sales Management, Customer Satisfaction, Microsoft Office, Driving Results, Recruiting, Microsoft Excel
Education
University of Alabama in Huntsville 2012 — 2012
Project Management Certificate, Professional and Continuting Studies
University of Alabama in Huntsville 2012 — 2012
Earned Value Management Certificate, Professional and Continuing Studies
The University of Georgia 1994 — 1999
Bachelor of Science (B.S.), Statistics
Erin Serrano's Financial Network Experience September 2012 - January 2013
Job Aide at Advanced Physical Thereapy & Ergonomics Inc.
Industry Health, Wellness and Fitness
Experience
Advanced Physical Thereapy & Ergonomics Inc. September 2013 - Present
Mobile Minds Tutoring September 2013 - September 2014
Advanced Physical Therapy and Ergonomics July 2013 - September 2013
UCSB Anthropology Lab January 2013 - June 2013
UCSB Dinning Services- The Arbor August 2012 - May 2013
Financial Network September 2012 - January 2013
Repository for Archaeological & Ethnographic Collections August 2012 - December 2012
UCSB Power of Play August 2011 - May 2012
UCEN Catering May 2011 - May 2012
Skills
Customer Service, Data Collection, Qualitative Research, Research, Anthropology, Archaeology, Field Work, Direct Patient Care, Quality Patient Care, Physical Therapy, Food Service, Event Planning, Report Writing, Fundraising, Phone Etiquette, Social Sciences, Microsoft Office, Photoshop, InDesign, Social Media, Supervisory Skills
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Biological Anthropology
Moreau Catholic High School 2005 — 2009
Advanced Physical Thereapy & Ergonomics Inc. September 2013 - Present
Mobile Minds Tutoring September 2013 - September 2014
Advanced Physical Therapy and Ergonomics July 2013 - September 2013
UCSB Anthropology Lab January 2013 - June 2013
UCSB Dinning Services- The Arbor August 2012 - May 2013
Financial Network September 2012 - January 2013
Repository for Archaeological & Ethnographic Collections August 2012 - December 2012
UCSB Power of Play August 2011 - May 2012
UCEN Catering May 2011 - May 2012
Skills
Customer Service, Data Collection, Qualitative Research, Research, Anthropology, Archaeology, Field Work, Direct Patient Care, Quality Patient Care, Physical Therapy, Food Service, Event Planning, Report Writing, Fundraising, Phone Etiquette, Social Sciences, Microsoft Office, Photoshop, InDesign, Social Media, Supervisory Skills
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Biological Anthropology
Moreau Catholic High School 2005 — 2009