Financial Planning Firm

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Financial Planning Firm Employees

Employee
Years
Job
Industry
La Toya Swift-Murdock La Toya Swift-Murdock Franklin, Tennessee Details
La Toya Swift-Murdock's Financial Planning Firm Experience July 2008 - February 2014
Job Contract Payment Coordinator/Analyst at CHS
Industry Human Resources
Experience
CHS  March 2014 - Present
Financial Planning Firm   July 2008 - February 2014
Romero & Levin Wealth Management, Inc.   January 2007 - June 2008

Skills
Administrative..., Self-motivated Team..., Organizational..., Office Administration, Highly detail oriented, Resource Development, Management, Team Building, Event Management, Customer Service, Creative Problem Solving, Community Outreach, Building Relationships, Workshop Facilitation, Team-oriented, Analytical Skills, Volunteering, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Always Willing to Learn, People-oriented, CRM, Event Planning, Strategic Planning, Leadership, Computer Proficiency, Goal Setting, Budgets

Education
University of Phoenix   2007 — 2010
Bachelors Human Services/Business Management

Long Beach City College   1995 — 1997
Early Childhood Education

Carole Weinberg Carole Weinberg Cleveland/Akron, Ohio Area Details
Carole Weinberg's Financial Planning Firm Experience 1993 - Present
Job Financial Planner
Industry Financial Services
Experience
Financial Planning firm   1993 - Present
Cohen & Company  March 1987 - August 1993

Skills
Tax, CPA, Estate Planning, Strategic Financial..., Retirement Planning, Retirement

Education
The University of Akron   1984 — 1986
BS, Accounting

Erica Sigholz Erica Sigholz Austin, Texas Area Details
Erica Sigholz's Financial Planning Firm Experience April 2011 - September 2012
Job Self employed
Industry Retail
Experience
InsideView, Inc  November 2013 - April 2014
Financial Planning Firm   April 2011 - September 2012
Richard's Hair Studio   August 2007 - April 2011
Washington State University  January 2010 - May 2010

Skills
Research, Administrative..., Time Management, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Publisher, redtail, Morningstar, albridge, Outlook, Management, Facebook, Customer Satisfaction

Education
Washington State University   2007 — 2010
Bachelor of Arts (B.A.), Organizational Communication, General

Headmasters School of Hair Design   2003 — 2004
Cosmetology License, Cosmetology

Joe Faulkner, CFP® Joe Faulkner, CFP® Greater Minneapolis-St. Paul Area Details
Joe Faulkner, CFP®'s Financial Planning Firm Experience January 2008 - Present
Job Certified Financial Planner tm Practitioner
Industry Financial Services
Experience
Financial Planning Firm   January 2008 - Present

Education
Augsburg College   2001 — 2004
Bachelors, Finance

Elise Sutton Elise Sutton Greater Atlanta Area Details
Elise Sutton's Financial Planning Firm Experience June 2014 - Present
Job Planning Associate
Industry Financial Services
Experience
Financial Planning Firm   June 2014 - Present
Homrich Berg Wealth Management   October 2013 - May 2014
Redwood Wealth Management, LLC   May 2010 - September 2013
Red Hare Brewing Company, LLC   August 2011 - June 2013
Carter, Terry & Company   March 2007 - May 2010

Skills
Financial Planning, Wealth Management..., Investment Management, Retirement Planning, Retirement Income..., Social Security, Retirement Solutions, Estate Planning, Wealth Preservation..., Retirement Savings, Income Tax, Manage Client..., Client Liaison, Operations Management, Creative Problem Solving, Multi Tasking, Communication Skills, Salesforce Administrator, Logistic Support, Organizational..., Office Administration, Client Co-ordination, Event Planning, Corporate Events, Customer Service, Team-oriented, Partnerships, Social Media Marketing, Marketing, Website Updating, Workforce Planning, Organization, Education, CRM, Sales Management, Social Media, Communication, Team Building, Microsoft Excel, Third Party Applications, Database Administration, Constant Contact, Operational Excellence, Money Transfers, Security Compliance, Cross-functional Team...

Education
Oglethorpe University   2013 — 2015
Financial Planning Certificate Program, Completed

Kennesaw State University - Michael J. Coles College of Business   2000 — 2006
BBA, Finance

Sequoyah   1994 — 1998
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Timothy Melly, CFA Timothy Melly, CFA Greater Philadelphia Area Details
Timothy Melly, CFA's Financial Planning Firm Experience May 2005 - May 2014
Job Vice President of Research at Persimmon Capital Management, LP
Industry Financial Services
Experience
Persimmon Capital Management, LP   May 2014 - Present
Financial Planning Firm   May 2005 - May 2014
Financial Planning Firm   May 2005 - May 2014
SEI INVESTMENTS  January 2004 - May 2005
HIRTLE CALLAGHAN & COMPANY   March 2003 - August 2003

Education
Drexel University   2000 — 2004
Bachelor of Science; Bachelor of Arts, Finance

Drexel University   2000 — 2004
Bachelor of Science, Economics

Wendy Mazer, MM Wendy Mazer, MM Kalamazoo, Michigan Details
Wendy Mazer, MM's Financial Planning Firm Experience 1986 - 2014
Job Executive Committee Member at Kalamazoo County Republican Party
Industry Financial Services
Experience
Kalamazoo County Republican Party   November 2014 - Present
Kalamazoo Concert Band   September 2014 - Present
Charter Township of Texas   November 2012 - Present
Marshall Music   August 2011 - Present
Arioso String Quartet & Trio   2000 - Present
Oboist   1974 - Present
Kalamazoo Civic Theatre  June 1976 - Present
Southwest Michigan Symphony Orchestra  1977 - 2015
Financial Planning Firm   1986 - 2014
TeaPAC   November 2011 - January 2013

Skills
Event Planning, Non-profits, Fundraising, Music, Entertainment, Strategic Planning, Event Management, Teaching, Theatre, Chamber Music, Public Speaking, Band, Curriculum Design, Music Education, Leadership Development, Customer Service, Training, Policy, Ensemble, Nonprofits, Research, Coaching, Social Media, Team Building, Marketing, Editing, Composition, Singing, Volunteer Management, Piano, Program Development, Music Theory, Conducting, Social Networking, Higher Education, Grant Writing, Finale, Wedding Planning, Compliance, String Arrangements, Classical, Musical Theatre, Bands

Education
University of Michigan   1981 — 1982
Masters Degree, Music Performance

Western Michigan University   1977 — 1981
Bachelor's Degree, Oboe Performance

Matt Yeiter Matt Yeiter Indianapolis, Indiana Area Details
Matt Yeiter's Financial Planning Firm Experience June 2011 - Present
Job Financial Planner at Financial Planning Firm
Industry Financial Services
Experience
Financial Planning Firm   June 2011 - Present

Skills
Management, CRM, Customer Service, Leadership, Investments, Financial Services, Risk Management, Business Development

Education
Cedarville University   2007 — 2011
Bachelor of Arts (B.A.), Finance and Marketing

Apryl Waldman Apryl Waldman Seattle, Washington Details
Apryl Waldman's Financial Planning Firm Experience March 2003 - April 2005
Job Regional Vice President Moody Securities
Industry Financial Services
Experience
Moody Securities   August 2015 - Present
Lazerwood Industries   January 2011 - Present
Terra Capital Management   August 2014 - August 2015
HedgeLab Capital Management   April 2009 - December 2011
Lightstone Securities   April 2005 - May 2009
Financial Planning Firm   March 2003 - April 2005
Kelmoore Investment Co.   2004 - 2005

Skills
Alternative Investments, Key Account Development, RIA, Series 7, Real Estate Investment, Hedge Funds, Equities, Investment Properties, Portfolio Management, Investor Relations, Mutual Funds, Start-ups, Entrepreneurship, Marketing, Asset Allocation, Securities, Series 63, Capital Markets, Financial Advisory, Investments, Strategy

Education
California Culinary Academy   1997 — 1999
Associates, Culinary Arts

Joe Kapp Joe Kapp Washington D.C. Metro Area Details
Joe Kapp's Financial Planning Firm Experience December 2006 - January 2008
Job CoFounder Behavioral Business LLC
Industry Computer & Network Security
Experience
Eastern WV Community & Technical College   July 2014 - Present
Eastern West Virginina Community and Technical College   August 2013 - Present
Behavioral Business LLC   December 2012 - Present
Financial Advisor  January 2006 - December 2012
Financial Planning Firm   December 2006 - January 2008
Siebel Systems  January 2003 - January 2005

Skills
Entrepreneurship, Public Speaking, Strategic Planning, Fundraising, Program Management, Public Relations, Leadership

Education
Florida State University

University of Pennsylvania
MGA, Economic Development

Evan McGrath Evan McGrath Fort Myers, Florida Area Details
Evan McGrath's Financial Planning Firm Experience January 2006 - Present
Job Operations Manager at Financial Planning Firm
Industry Financial Services
Experience
Independent Financial Planning Firm   Co-Owner and Director of MarketingIndestructible RacingAugust 2010 - Present
Financial Planning Firm   January 2006 - Present

Skills
Series 7, Series 66, Life Insurance License, Vehicles, Marketing, Uniform Combined State..., Life Insurance, Automotive Aftermarket, Sales Management, New Business Development, Account Management, Event Management, Sales, Marketing Strategy, Customer Satisfaction, Event Planning, Customer Service

Education
Alma College   1988 — 1992
Bachelor of Arts (B.A.), English

Jon Brethauer, CFP® Jon Brethauer, CFP® Tampa/St. Petersburg, Florida Area Details
Jon Brethauer, CFP®'s Financial Planning Firm Experience January 2008 - Present
Job Vice President at Financial Planning Firm
Industry Investment Management
Experience
Financial Planning Firm   January 2008 - Present
SunTrust Investment Services  January 2004 - December 2007

Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Asset Management, Investments, Retirement Planning

Education
University of North Florida   2001 — 2003
MBA, Business Administration

University of North Florida   1997 — 2001
BBA, Finance with a concentration in Investments & BBA in Finanical Planning

Dean Abbinanti Dean Abbinanti Greater Los Angeles Area Details
Dean Abbinanti's Financial Planning Firm Experience January 2010 - Present
Job Sr. Vice President at a Financial PlanningInvestments Firm
Industry Financial Services
Experience
Financial Planning Firm   January 2010 - Present
Well Fargo Advisors   January 1998 - January 2010
Morgan Stanley  September 1995 - January 1998

Skills
Investments, Wealth Management, Retirement Planning, ETFs, Mutual Funds, Marketing, Strategic Planning, Insurance, Securities, Asset Allocation, Finance, Strategic Financial..., Asset Management, Estate Planning, Real Estate, Portfolio Management, Series 63, Bonds, Series 65, FINRA, Long-term Care, Financial Services, Term Life Insurance, Series 7, Investment Strategies, Alternative Investments, Investment Advisory, Retirement, 401k, Financial Advisory, Investment Management, Wealth Management..., Fixed Annuities, Variable Annuities, High Net Worth..., Series 24, Wealth, Fixed Income, IRAs, Mortgage Lending, Hedge Funds, Financial Planning

Education
California State University-Long Beach - College of Business Administration   1991 — 1994
Finance

San Diego City College   1989 — 1991
Associate of Arts (AA), Business Administration/Psychology

Mira Costa High School   1981 — 1984

Amy Walt Amy Walt Greater Atlanta Area Details
Amy Walt's Financial Planning Firm Experience August 2011 - Present
Job Executive Assistant
Industry Financial Services
Experience
Financial Planning Firm.  August 2011 - Present
YESCO, LLC   October 2009 - Present
YESCO  October 2009 - August 2011
YESCO  2009 - 2011
JR's Electric and Construction, LLC   March 2006 - October 2009
JR's Electric and Construction   2006 - 2009
CTX Mortgage Company  January 2003 - February 2006
GMAC Mortgage Company  April 2000 - January 2003
North American Limousine Foundation   January 1999 - April 2000
Stivers Staffing Company   June 1998 - January 1999

Skills
Administrative Support, Marketing Support, Office Administration, Administrative..., Budgets, Management, Leadership, Outlook, Customer Service, Training, Administrative..., Marketing, Sales, Spreadsheets, Event Planning

Education
Arapahoe Community College   1999 — 2003
Accounting

Colleen Reyes Colleen Reyes Columbus, Mississippi Details
Colleen Reyes's Financial Planning Firm Experience August 1994 - January 1997
Job VP and Trust Officer at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A.   February 1997 - Present
Financial Planning firm   August 1994 - January 1997
Graham & Segrest   May 1992 - August 1994

Skills
Retirement Plans, Trust Services, Portfolio Management, Retirement Planning, Private Banking, Banking, Investments, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Consumer Lending, Cash Management, Finance

Education
Mississippi University for Women   1988 — 1993
BA, Paralegal Studies and Music