Financial Network Investment Corporation
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Financial Network Investment Corporation Employees
Firebrand Sports March 2012 - Present
Peak Development LLC January 1996 - Present
RainmakerDNA January 1996 - February 2012
Financial Network Investment Corporation October 2007 - June 2011
RxSales - now RainmakerDNA January 2004 - September 2008
Sun Life Financial October 2000 - December 2003
Securian Financial Group October 1997 - October 2000
Merrill Lynch & Company September 1993 - March 1996
American Business Insurance September 1989 - September 1993
Winter Financial Group July 1987 - September 1989
Skills
Strategy, Leadership, Business Development, Management, Wealth Management, Training, Marketing Strategy, Retirement Planning, Investments, Strategic Financial..., Program Management, Marketing, Access, Investment Advisory, Life Insurance, Sales Process, Insurance, Asset Management, Sales, Financial Services
Education
University of Oxford 1970 — 1971
Fellow, English Literature, Creative Writing
Bemidji State University 1966 — 1970
BS, English
IOA, Insurance Services October 2013 - Present
Global Brigades Microfinance September 2012 - June 2013
UCSB Sustainability Program September 2012 - June 2013
UCSB Summer Sessions March 2011 - June 2013
Financial Network Investment Corporation September 2012 - December 2012
UCSB Summer Sessions June 2010 - March 2011
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Religious Studies
Arbonne International LLC 2007 - Present
Cetera Advisor Networks LLC 2010 - Present
Specialties For You 2003 - 2013
Financial Network Investment Corporation 1986 - 2009
Skills
Home Based Business, Series 7, Financial Planners, Sewing, Machine Embroidery, Teaching, Social Networking, Network Marketing, Skin Care Products, Cosmetics, Organic Products, Nutritional Counseling, Nutrition, Lifestyle Coaching, Healthy Lifestyles, Personal Development..., Small Business, Wellness Coaching, Entrepreneurship, Event Planning, Beauty Industry, Team Leadership, Nutrition Education, Microsoft Office, Hardwork, Harley Davidson, Mutual Funds, Customer Service, PowerPoint, Public Speaking, Microsoft Excel
Education
University of Southern California 1979 — 1983
Bachelor's Degree, Communication
La Canada High School 1975 — 1979
High School
NettWorth Financial Group January 2004 - Present
FSC Securities Corporation January 2004 - Present
Joseph Giangiulio,CPA/PFS, CFP 1982 - Present
Financial Network Investment Corporation January 1989 - December 2003
Financial Network Investment Corporation, Member SIPC July 1983 - December 1989
Skills
Strategic Financial..., Financial Planners, Finance, Financial Services, Portfolio Management, Asset Management, Small Business, Personal Finance, CPA, Retirement, Customer Service, Investments, Executive Positions, Retirement Planning, Tax, Management Consulting, Asset Managment, IRAs, Financial Advisory
Education
Shippensburg University of Pennsylvania 1971 — 1975
Bachelor of Applied Science (BASc), Business Administration and Management, General
Dorion-Gray Retirement Planning, Inc. September 2010 - Present
Financial Network Investment Corporation May 2007 - November 2009
Skills
Strategic Financial..., Investments, Retirement, Financial Services, Human Factors, Retirement Planning, Financial Advisory, Insurance, Securities, Finance, Mutual Funds, FINRA, Wealth Management, Series 7, Trading, Asset Management, Management, Portfolio Management, Options, Estate Planning, Customer Service, Asset Allocation, Leadership, Investment Advisory
Education
University of Georgia - Terry College of Business 2009 — 2011
CFP Certification Program
Embry-Riddle Aeronautical University 1985 — 1991
BS, Aeronautical Science
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Strategic Wealth Management, Inc November 2002 - Present
FINRA 2002 - 2015
Jewish Federation of Wake County 2011 - 2014
Endorsements March 2013 - March 2013
lumpys ice cream January 2005 - June 2011
EWH 2006 - 2010
Strategic Financial Planning, Inc June 1998 - November 2002
Financial Network Investment Corporation January 1995 - June 1998
HKM A Burger King Franchisee 1981 - 1991
Skills
Policy, Mergers, Strategic Planning, Public Speaking, Contract Negotiation, Strategic Financial..., Mergers & Acquisitions, Program Management, Management
Education
College of Financial Planning 1990 — 1994
CFP, Certified Financial Planning
University at Albany, SUNY 1975 — 1979
BA, Economics
Diversified Financial Consultants August 2010 - Present
Financial Network Investment Corporation February 1994 - September 2010
Halifax April 1989 - August 1992
Education
Obafemi Awolowo University 1980 — 1985
BSc, Construction Management
Ferguson Enterprises February 2014 - Present
Ferguson Enterprises July 2013 - January 2014
Campus Special April 2012 - October 2012
Financial Network Investment Corporation January 2011 - April 2012
Lawson Mechanical Contractors June 2009 - August 2009
Skills
Sales, Marketing Strategy, Advertising, Marketing, PowerPoint, Customer Service, Cold Calling, Social Media, Online Advertising, Time Management, Social Networking, Social Media Marketing, Sales Process, Management, Leadership
Education
California State University-Chico 2008 — 2013
Marketing, Management, Business Administration
Bentley University July 2007 - Present
PricewaterhouseCoopers 1997 - 2001
Financial Network Investment Corporation January 1996 - July 1997
Deloitte 1993 - 1996
Skills
Research, Information Security, Information Assurance, Accounting Information..., control, Behavioral Impacts, Cybercrime, Fraud, Fraud Investigations, Consulting, Analysis, Data Analysis, Internal Controls, Microsoft Excel, Higher Education
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2001 — 2007
Doctor of Philosophy (Ph.D.), Information Systems
Brigham Young University - Marriott School of Management 1987 — 1994
Master's degree, Accounting
Brigham Young University - Marriott School of Management 1987 — 1994
Bachelor's Degree, Accounting
Fairview High School 1984 — 1987
High School
officialcircles.com November 2006 - Present
fin-exis advisory Ltd September 2003 - 2006
fin-exis advisory Ltd December 1998 - 2002
fin-exis advisory Ltd October 1995 - November 1998
Prudential Financial LLC December 1992 - November 1995
Financial Network Investment Corporation November 1990 - October 1992
Education
California Lutheran University
MBA, FINANCE
SELECT Hinges 2004 - December 2012
Raymond Financial Group, LLC 2004 - 2004
Financial Network Investment Corporation 2003 - 2004
Deutsche Asset Management 2000 - 2003
Adacel 1999 - 2000
V&R Cartage, Inc 1996 - 1999
Executive Security Door Co 1992 - 1996
Ruff, Weidenaar, & Reidy Ltd 1989 - 1992
Skills
Marketing, Customer Satisfaction, Sales Management, Account Management, New Business Development, Strategic Planning, Coaching, Doors, Business Planning, Strategic Financial..., Negotiation, Leadership, Asset Managment, Relationship Management, Project Management, Insurance, Contract Negotiation, Team Leadership, Direct Sales, Deal Closure, Budgets, Contract Management, B2B, Customer Service, Sales Operations, Cold Calling, Process Improvement, Business Development, Team Building, Product Development, Investments, Business Strategy, Forecasting, Sales, Sales Presentations, Key Account Management, Management, Project Planning, Marketing Strategy, Sales Process, Product Marketing, Sales Growth, Purchasing, Key Account Development, Millwork, Competitive Analysis, Territory Development, Product Specification, Customer Retention, International Sales
Education
International Fire Door Inspector Association 2013 — 2013
Swinging Type Fired Door Inspector Course
DePaul University 1989 — 1992
St. Ambrose University 1987 — 1989
Allied Wealth Partners May 2012 - Present
Financial Network Investment Corporation January 2011 - May 2012
New England Financial June 2005 - December 2010
Skills
Estate Planning, Retirement Planning, Series 7, Retirement, Insurance, Wealth Accumulation, Personal Finance, Finance, Small Business, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Financial Goals, Employee Benefits, Tax, Uniform Combined State..., IRAs, Series 65, Variable Annuities, Investment Advisory, Series 63, Long Term Care Insurance, Investment Strategies
Education
Ramapo College of New Jersey 2000 — 2005
B.A., Economics and Political Science
Bergen Catholic High School 1997 — 2000
Northwest Financial Advisors July 2008 - Present
Financial Network Investment Corporation 2003 - 2008
Lincoln Financial Group 1992 - 2002
Education
George Mason University 1987 — 1989
Contract Administrative Assistant August 2015 - Present
US Federal Government February 2015 - July 2015
Contract Administrative Services September 2013 - February 2015
Andrea Grimm January 2013 - February 2013
Financial Network Investment Corporation June 2012 - September 2012
Springs YMCA August 2008 - June 2012
Dripping Springs United Methodist Church August 2007 - July 2008
Texas Army National Guard December 1979 - December 2003
Deputy Chief of Staff for Information Management April 1999 - June 2002
Deputy Chief of Staff for Information Management October 1994 - April 1999
Skills
Administrative and..., Strong computer and..., Excellent time manager..., Strengths include..., Great interpersonal..., Application knowledge..., Administrative..., Networking, Leadership, Management, Training, Event Planning, Public Speaking, Information Security, Security Clearance, Windows, Customer Service, Human Resources, Time Management, Budgets, System Administration, Access, Project Management, Policy, Microsoft Excel, Software Documentation, Program Management, Troubleshooting, Team Leadership, Microsoft Word, Analysis, Security, Project Planning, Team Building, Computer Security, Government, Databases, Network Security, Process Improvement, Outlook, Data Analysis, Supervisory Skills, Administration, Operations Management, PowerPoint, Military, Quality Assurance, Leadership Development, Administrative...
Education
Austin Community College 2014 — 2014
Currently Attending, Computer Science: Data Management
Vincennes University 1989 — 1992
Computer Science
National Institute of Technology 1982 — 1983
Certificate, Computer Programming
New Braunfels High School 1976 — 1979
Received my diploma. Completed Vocational Office Education., Diploma
Taylor Financial Group March 2011 - Present
Hackensack Scoop March 2013 - Present
Rotary Youth Leadership Award (RYLA) of Rotary District 7490 2007 - 2013
Financial Network Investment Corporation August 2008 - February 2011
Financial Network Investment Corporation, Member SIPC May 2008 - September 2009
Skills
Wealth Management, Investment Management, Estate Planning, Trusts, Personal Financial..., Asset Allocation, Strategic Financial..., Retirement Planning, Investments, Asset Managment
Education
Boston University Questrom School of Business
BSBA, Finance
California Lutheran University September 2013 - Present
California Lutheran University January 2009 - Present
Regis University January 2003 - December 2007
Financial Network Investment Corporation 2000 - 2002
Lipper Analytical 1992 - 1995
Lipper Analytical 1992 - 1995
Skills
Financial Services, E-Learning, Investments, Strategic Financial..., Leadership Development, Distance Learning, Teaching, Management, Public Speaking, Higher Education, Finance, Retirement Planning, Wealth Management, Research, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1988 — 1990
MS Finance, Finance
United States Military Academy at West Point 1971 — 1975
Financial Network Investment Corporation September 2007 - August 2012
Burds Reed & Mercer, PC June 2005 - August 2007
HKS, Inc. May 2004 - June 2005
The Herrman Law Firm July 1996 - May 2003
Skills
Management Consulting, Graphic Design, Marketing Management, Sales, Small Business, Social Media, Business Planning, Marketing Strategy, Insurance, Strategic Planning, Marketing, Event Planning, New Business Development, PowerPoint, Customer Service, Market Research, Recruiting
Education
University of North Texas 2006 — 2010
Cultural Anthropology/Marketing
El Centro College
Taylor Keenan Farrier, Inc. April 2004 - Present
Financial Network Investment Corporation July 1999 - December 2002
Eclipsys Corporation July 1997 - April 1998
Dogwood Cafe' June 1996 - July 1997
Skills
Sports, Horses, Public Speaking, Event Management, Social Media Marketing, Event Planning, Social Media, Small Business, Customer Service, Sales
Education
Cornell University College of Veterinary Medicine 2004 — 2004
Farrier Program Graduate
Oglethorpe University 2000 — 2002
CFP Certification Education Program
College of Charleston 1992 — 1995
BA, History
Tampa Bay Watch May 2012 - August 2012
US Fish and Wildlife Service May 2011 - August 2011
Smithsonian Institution May 2009 - January 2011
Financial Network Investment Corporation November 2008 - December 2009
Skills
Environmental Education, Education, Photography, Microsoft Office, Editing, Kayak, Snorkeling, Presentations, PowerPoint, Looked After Children, Teaching, Maintenance, Data Entry, Species Identification, Aquariums, Wildlife Photography, Wildlife Management, Wildlife Conservation, Mammalogy, Marine Mammals, Birds, Ecology
Education
University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Fish and Wildlife Conservation
Honkamp Krueger Financial Services December 2011 - Present
Fulton Financial Group May 2006 - January 2012
SPIRE Federal Credit Union December 2010 - December 2011
Securities America, Inc. Member FINRA/SIPC October 2009 - December 2011
Granite Financial October 2009 - November 2010
Financial Network Investment Corporation September 2005 - December 2007
Advisornet Financial / Swenson Anderson Financial Group August 2005 - December 2007
Legacy Financial Group September 2002 - August 2005
Education
The American College 2005 — 2008
MSFS, Financial Services
Saint John's University 1997 — 2001
BA, Economics
Academy of Holy Angels
Resultfirst 2008 - Present
fin-exis advisory Ltd 2004 - 2008
fin-exis advisory Ltd 2002 - 2004
Financial Network Investment Corporation March 1997 - March 2002
Financial Network Investment Corporation February 1995 - February 1997
Education
The University of Connecticut School of Business
MBA, Finance
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
Slalom Consulting September 2014 - Present
Accenture January 2012 - September 2014
Amdocs Consulting July 2011 - December 2011
Boston Scientific October 2009 - August 2011
InfoShare, LLC July 2008 - October 2009
BearingPoint February 2006 - July 2008
Financial Network Investment Corporation October 2004 - February 2006
United States Army May 2003 - May 2004
Skills
Change Management, Business Analysis, Project Management, Program Management, Management Consulting, Training and..., SAP ERP, SAP CRM, Instructional Design, International Project..., Offshoring, Offshore Management, Team Building, Cross-functional Team..., Management, Project Planning
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Strategic Management and International Business
United States Military Academy at West Point 1999 — 2003
BS, Systems Engineering
Northeastern University 2009 — 2011
Post-grad, Accounting and Finance
Guanghua School of Management 2015 — 2015
International Business Exchange Program (via Booth MBA Program), International Business
Momentum Engineering Corporation 2008 - Present
Self Employed 2000 - 2005
Financial Network Investment Corporation 1995 - 2000
Wells Fargo Bank/Wells Fargo Securities 1989 - 1995
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA
Stephens Wealth Management Group October 2008 - Present
Financial Network Investment Corporation November 2007 - October 2008
EDS 2006 - 2007
General Motors 2004 - 2006
Skills
Portfolio Management, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Financial Advisory, Retirement Planning, Investments
Education
Michigan State University 2002 — 2006
Bachelors, Economics
Federal Reserve Board March 2013 - Present
U.S. Copyright Office, Library of Congress July 2011 - March 2013
U.S. Copyright Office, Library of Congress June 2009 - June 2011
Financial Network Investment Corporation July 2008 - April 2009
Skills
Financial Analysis, Finance, Investments, Financial Reporting, Analysis, Microsoft Excel, Budgets, Economics, PowerPoint, Process Improvement, Financial Accounting, Microsoft Office
Education
The George Washington University 2012 — 2015
Master of Business Administration (MBA), Accounting and Advisory Services
Miami University 2004 — 2008
Bachelor, Finance, Economics
Cetera Financial Group February 2010 - Present
ING Advisors Network January 2001 - February 2010
Financial Network Investment Corporation November 1998 - January 2001
Miterko & Associates June 1994 - November 1998
Shearson Lehman Brothers January 1988 - September 1993
Citigroup Global Markets September 1992 - July 1993
E.F. Hutton & Company June 1986 - January 1988
Founder's Property Corporation October 1985 - June 1986
Stonehenge Capital Corporation April 1983 - August 1985
The Equitable Life Insurance Company August 1981 - April 1983
Skills
Investments, Series 7, Due Diligence, Series 63, Relationship Management, Alternative Investments, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services, Securities, Networking, Portfolio Management, Investor Relations, Asset Management, Investment Strategies, Investment Management, Financial Advisory, Retirement Planning
Education
The University of Montana - School of Business Administration 1977 — 1981
BS, Business Administration, minor Finance
Bank of the West February 2010 - Present
Financial Network Investment Corporation March 1999 - August 2007
Sunwest Bank 1989 - 1997
Education
Eastern New Mexico University 1987 — 1989
BBA, Business, Marketing
Eastern New Mexico University 1987 — 1989
bba, Business
Western State Colorado University 1980 — 1981
Business
Cibola High School 1976 — 1980
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Independent Financial Group LLC June 2014 - Present
LPL Financial Services April 2004 - May 2014
Financial Network Investment Corporation August 2001 - April 2004
Oggi's Pizza and Brewing Company August 1996 - August 2001
Education
San Diego State University-California State University 1996 — 2000
Bachelor of Science (BS), Finance, General
PageOne Financial, inc 2007 - Present
FINANCIAL NETWORK INVESTMENT CORPORATION 1996 - 2006
Education
University at Albany, SUNY 1985 — 1989
BA, Business
Wealth Management Group, LLC 2002 - Present
Financial Network Investment Corporation 2000 - 2002
Valley Welders Supply 1997 - 2000
Skills
Risk Management, Financial Forecasting, Asset Protection, Revenue & Profit Growth, Portfolio Optimization, Business Strategy, Client Aquisition, Social Networking, Creative Services
Education
The University of New Mexico 1977 — 1981
Highland High School
High School Diploma, General Studies
Cetera Advisor Networks LLC November 2008 - Present
Financial Network Investment Corporation December 1999 - November 2008
Jewel Food Stores March 1997 - December 1999
Skills
Securities, Investments, FINRA, Finance, Financial Advisory, Series 24, Series 7, Series 63, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance, General
Highland Community College 1991 — 1993
Associates, Business
Bolton & Company April 2014 - Present
Bolton & Company August 2012 - Present
Gallagher Benefit Services April 2001 - August 2012
ABD Insurance and Financial Services April 1998 - April 2001
Financial Network Investment Corporation September 1994 - April 1998
Pepperdine University January 1995 - February 1997
Education
American Society for Training & Development 1998 — 1998
Train the Trainer
California State University-Long Beach 1997 — 1997
Human Resources, Management Certificate Program
Pepperdine University 1990 — 1993
BS, Business Administration
Warren High School
L.R. Hodges & Associates May 1999 - Present
Equitable Distributors 1998 - 1998
The Capital Group 1997 - 1997
Financial Network Investment Corporation 1996 - 1997
Skills
Litigation, Legal Research, Civil Litigation, Research, Securities Litigation, Private Investigations, Fraud, Litigation Support
Education
University of San Diego School of Law 1998 — 2001
J.D.
Beloit College 1992 — 1996
B.A., Russian
Narbonne High School
Alexander Leigh Center for Autism January 2015 - Present
ABC 7 Chicago WLS 2003 - June 2014
HOPE Productions January 2005 - January 2013
Raue Center For The Arts May 2010 - May 2011
The Family Health Partnership Clinic 2006 - May 2010
Financial Network Investment Corporation October 2004 - January 2006
Crystal Woods Golf Course May 1998 - September 2004
Skills
Theatre, Fundraising, Non-profits, Event Planning, Public Speaking, Sponsorship, Entertainment, Social Media, Integrated Marketing, Social Media Marketing, Public Relations, Event Management, Marketing, Team Building, Grant Writing, Nonprofits, Advertising, Small Business, Video Production, Customer Service, Management, Blogging, Strategy, New Business Development, Marketing Communications, Social Networking, Leadership, Budgets, Television, Program Development, Community Outreach, Facebook, Editing, Marketing Strategy
Education
LGMC 2011 — 2012
Columbia College Chicago 2000 — 2004
BA, Television Production
Amcor Flexibles Inc. December 2011 - Present
Robert Half Management Resources October 2010 - December 2011
Financial Network Investment Corporation January 2009 - October 2010
Acco Brands Corporation August 2005 - December 2008
General Binding Corporation 1996 - 2008
Education
University of Illinois at Chicago
B.S., Management
Research Affiliates, LLC April 2010 - Present
Research Affiliates, LLC October 2009 - April 2010
Transamerica Financial Advisors, Inc. March 2006 - June 2009
Financial Network Investment Corporation January 2003 - March 2006
Financial Network Investment Corporation August 2001 - December 2002
Financial Network Investment Corporation September 1998 - August 2001
Associated Securities Corporation March 1996 - August 1998
Skills
Series 7, Investment Advisory, Portfolio Management, Securities, Leadership, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Equities, FINRA, Finance, Hedge Funds, Investments, Financial Advisory
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BS, Business Admin - Finance
H. Beck December 2010 - Present
MetLife of Southern California June 2010 - December 2010
National Planning Corporation April 2005 - April 2009
ING Advisors Network January 2002 - April 2005
Financial Network Investment Corporation July 2000 - January 2002
Financial Network Investment Corporation April 1995 - July 2000
Education
University of Southern California
Financial Investment $trategies January 1998 - Present
Kappa Alpha Psi Fraternity Inc. June 1991 - June 2000
Financial Network Investment Corporation January 1994 - December 1997
Dean Witter Reynolds November 1984 - December 1993
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Investments, Portfolio Management, Strategic Planning, Budgets, Asset Allocation
Education
Morgan State University 1967 — 1971
B.S., Business Adm.
Morgan State University
TD Ameritrade May 2013 - Present
Allstate Financial Services April 2011 - May 2013
Financial Network Investment Corporation February 2010 - January 2011
HSBC Securities January 2001 - April 2009
Skills
Compliance, Annuities, Risk Management, Mutual Funds, Series 7, Retirement Planning, Financial Planning, Coaching, Supervisory Skills, Insurance, Investments, Securities, Series 63, Wealth Management, Long Term Care, Retirement, Recruiting, Strategic Financial..., Fixed Annuities, 401k, Asset Allocation, Investment Advisory, Financial Advisory, Financial Services
Education
City University of New York-College of Staten Island
BA, Psychology
Le-Vel.com February 2014 - Present
H.D. Vest Financial Services March 2012 - Present
Financial Network Investment Corporation October 2005 - February 2012
Financial Network Investment Corporation February 2004 - October 2005
Edward Jones Investments December 2001 - January 2004
Edward jones Investments December 2000 - December 2001
City of Denton 1998 - 2000
Education
Texas Woman's University 1999 — 2001
General Business, Finance, Accounting
ASC brokersoft January 1996 - Present
NPB Financial Group, LLC June 2006 - Present
Impact Trader 2012 - 2014
Argentus/Summit Alliance February 2010 - October 2013
Farmers Financial Solutions March 2000 - May 2006
Financial Network Investment Corporation January 1983 - January 1996
Telepoll Inc. January 1979 - January 1983
Skills
Project Management, Securities, Insurance, Consulting, Financial Advisory, Business Analysis, Investments, Strategic Planning, Series 7, Business Strategy, Cloud Computing, Risk Management, Business Development, Team Leadership, Team Building, Change Management, Operations Management, Business Planning, JavaScript, VB.Net, ADO.Net, Microsoft SQL Server, HTML5, CSS, Microsoft Access, Financial Services, VB.NET, Management, Marketing, Market Research, ADO.NET, Requirements Analysis
Education
University of California, Santa Barbara
Liberal Arts BA and Computer Science Minor, Social Science Statistics, Computer Science
CSUN
MBA coursework
ING Investment Management October 2010 - Present
ING Investment Management June 2008 - October 2010
Digital Credit Union October 2001 - January 2008
Financial Network Investment Corporation January 1996 - January 2008
FISCO Equity May 1994 - January 1996
Merrill Lynch June 1992 - May 1994
Skills
Securities, Series 24, Series 7, Public Speaking, Thought Leadership, Sales Mangement, Mutual Funds & Separate..., Creativity, Problem Solving, Series 63, Mutual Funds, Series 65, Asset Allocation, Sales Management, Separately Managed..., ETFs, Financial Advisory, Alternative Investments, Investments, Financial Services, Wealth Management, Asset Management, Finance
Education
Stonehill College 1988 — 1992
Bachelor's degree, Finance, General
Notre Dame, High School West Haven, CT 1984 — 1988
Rotary District 6440 Grants Committee April 2012 - Present
Gaylord H. Fill, CPA December 1969 - Present
Greater Lincolnshire Chamber of Commerce September 2004 - December 2012
Financial Network Investment Corporation October 2007 - September 2012
Lincolnshire Morning Star Rotary Club September 2003 - July 2008
Lincolnshire Morning Star Rotary Club July 2006 - June 2007
Rotary District 6440 July 2005 - June 2006
Village of Lincolnshire July 1986 - June 1991
Skills
Retirement Planning, Public Speaking, Fundraising, Small Business, Non-profits, Coaching, Business Planning, QuickBooks, Strategic Planning, Investments, Accounting, Strategic Financial...
Education
University of Wisconsin-Milwaukee 1963 — 1969
BBA, MBA, Business
Carroll College 1962 — 1963
Pre-engineering
Mason and Associates, Inc. November 2011 - Present
Discipline Advisors, Inc. December 2005 - May 2011
Transamerica Financial Advisors, Inc. June 1998 - November 2005
Financial Services Institute 2004 - 2005
Financial Network Investment Corporation January 1985 - January 1996
Education
University at Albany, SUNY 1972 — 1975
BS, Business Administration/Marketing
Granville High Scool
HSBC Bank USA, N.A. April 2014 - Present
BNY Mellon June 2011 - April 2014
Financial Network Investment Corporation June 2010 - June 2011
Livingston Learning Center September 2007 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Analysis, Account Reconciliation, Investments, Microsoft Word, PowerPoint, Research, Portfolio Management, Budgets, Microsoft Office, Public Speaking, Data Analysis, Access, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Business Administration (MBA), Finance
Rutgers University- Rutgers Business School New 2007 — 2011
Bachelor of Science, Finance
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Finance
Omega Processing Solutions November 2011 - Present
Omega Processing 2011 - Present
Financial Network Investment Corporation September 1984 - June 2008
Skills
Sales, Account Management, Sales Management, Sales Process, B2B, Salesforce.com, Direct Sales, Selling, Merchant Services, Marketing, Customer Retention, Sales Presentations, Solution Selling, Strategic Partnerships, Lead Generation, Education, Credit Cards
Education
Southern Oregon University 1968 — 1973
Accounting
Banker June 2012 - Present
Banker June 2012 - Present
Financial Network Investment Corporation January 1983 - December 2008
University Securities January 1978 - January 1983
Skills
Life Insurance, Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Medicare, Long Term Care Insurance, Employee Benefits, Sales, Retirement Planning
Education
California State Polytechnic University-Pomona
Retired Financial PlannerGlass, Sanders, Smith & Miller1995 - 1998
Financial Network Investment Corporation 1992 - 1995
Education
Fairleigh Dickinson University-College at Florham 1989 — 1993
Master of Science (M.S.)
Syracuse University 1975 — 1975
Bachelor of Arts (B.A.), Liberal Studies
Edward Jones September 1995 - September 2001
Financial Network Investment Corporation September 1992 - September 1995
Skills
Teaching, Investment Strategies
Education
Western Kentucky University 2014 — 2016
John Cook School of Business at Saint Louis University 1984 — 1988
MBA
Wells Fargo March 2015 - Present
DCS Financial, Inc July 2014 - March 2015
Wells Fargo March 2013 - July 2014
Southwest Office Systems September 2012 - March 2013
Lacamas Community Credit Union August 2010 - August 2012
Lacamas Community Credit Union August 2006 - November 2009
Financial Network Investment Corporation March 2001 - August 2006
American Express Financial Advisors June 2000 - March 2001
Columbia Credit Union October 1997 - June 2000
Skills
Ability to work under..., Data Analysis, New Business Development, Coaching, Delegation, Goal Oriented, Interviewing Skills, Leadership Development, Multi Tasking, Learning Quickly, Reliability, Highly responsible, Self-driven, Sales Management, Time Management, Loans, Mortgage Lending, Credit Analysis, Small Business Lending, Consumer Lending, Underwriting, Banking, Financial Analysis
Education
University of Phoenix 2013 — 2015
Evergreen High School