Financial Planning Firm
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16 Financial Planning Firm employees in database. Find out everything there's to know about Financial Planning Firm 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 Planning Firm Employees
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
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
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
Financial Planning Firm January 2008 - Present
Education
Augsburg College 2001 — 2004
Bachelors, Finance
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
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
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
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
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
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
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
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
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
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
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