Financial Planning Services
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Financial Planning Services Employees
Financial Planning Services April 2015 - Present
Financial Planning Services January 2015 - Present
Lincoln Financial Advisors July 2012 - December 2014
Lincoln Financial Group May 2011 - August 2011
Kiddie Prep School June 2008 - August 2010
Skills
Leadership, Analytical Skills, SPSS, Microsoft Excel, Mathematics, Economics, Music, Adaptability
Education
Olivet Nazarene University 2008 — 2012
Bachelor of Science (BS), Actuarial Science and Economics/Finance
Homestead High School 2004 — 2008
Academic Honors Diploma
St. Luke's Health System January 2015 - Present
Keller Williams Sun Valley Southern Idaho June 2013 - Present
St. Luke's Magic Valley October 2013 - January 2015
Financial Planning Services May 2012 - March 2013
Keller Williams Realty the Marketplace April 2011 - June 2012
City of Henderson August 2006 - January 2010
Skills
Microsoft Software, Real Estate, Accounts Payable, Training, Marketing, Outlook, Foreclosures, Administrative..., Finance, Spreadsheets, Microsoft Word, Customer Service, Time Management, Leadership, Administrative..., Healthcare, First Time Home Buyers
Education
Colorado State University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Management information systems and business analytics
College of Southern Nevada 2008 — 2011
Associates, Business Management/Accounting
WalleyeWisdom.Com June 2010 - Present
Financial Planning Services September 1966 - Present
Skills
Investment Advisory, Life Insurance Planning, Estate Planning, Retirement Planning
Education
American College at Bryn Mawr, PA 1980 — 1984
Chartered Financial Consultant, Investments
American College at Bryn Mawr, PA 1974 — 1978
Chartered Life Underwriter, Insurance
Iowa State University 1965 — 1969
B.S., Agricultural Communications
Financial Planning Services October 2009 - Present
Kurtz, Connor, Browning & Phillips, LLC 2003 - October 2009
J.P. Atkinson & Associates March 1995 - August 2003
Skills
Wealth Accumulation, Retirement Planning, 401k, Retirement, Wealth Management, Wealth, Saving for Education, Investment Advisory, Mutual Funds, Financial Advisory, Financial Services, Securities, Asset Allocation, Estate Planning, Fixed Annuities, Investment Strategies, Financial Planners, Portfolio Management, Investments, Pensions, Series 24, Series 7, Series 63, Finance
Education
Bridgewater College 1991 — 1996
Business, Business and entrepreneurship
Virginia Wesleyan College 1991 — 1992
Fountainhead Capital Management - RIA July 2013 - Present
Verasoni Worldwide January 2013 - June 2013
Financial Planning Services April 2012 - December 2012
Lee Nolan & Koroghlian, LlC 2007 - March 2012
Skills
Marketing Communications, Public Relations, Entrepreneurship, E-commerce, Sales, Marketing
Education
Montclair State University
Town of New Glarus January 2001 - Present
Wisconsin Municipal Clerks Assocation 2001 - 2011
Green County Leaders 2001 - 2002
Financial Planning Services June 1992 - November 2000
Pond Systems 1988 - 1990
Aurora Systems 1982 - 1988
Office Solutions 1984 - 1985
Skills
Administration, Public Speaking, Word, Fundraising, Customer Service, Policy, Budgeting, Election Law, Election Administration, Microsoft Excel, Microsoft Office, Microsoft Word, FrontPage, Dreamweaver, Illustrator, Local Government, Government Accounting, Personnel Management, Budgets, System Administration, Government, Outlook, Access, Process Scheduler, Team Building, Public Administration, Leadership, Municipalities, Data Entry, Community Outreach, Nonprofits, Community Development, Public Policy, Office Management, Grant Writing, Zoning, Supervisory Skills, Legislative Relations, Public Finance, Economic Development, Strategic Planning
Education
University of Wisconsin-Green Bay 2005 — 2007
Certified Municipal Clerk, Local Government
Madison Area Technical College 1983 — 2006
College for Financial Planning 1993 — 1994
Paraplanner, Financial Planning
Madison East High School 1979 — 1983
Diploma, General Studies
Financial Halo, LLC April 2013 - Present
Entrepreneur Development Group 1982 - Present
CoolTraderPro January 2012 - April 2013
Grass Valley LLC, USA 2000 - December 2012
Pre-Paid Legal Services, Inc. 1995 - 1999
Financial Planning Services 1982 - 1997
Skills
Non-profits, Fundraising, Coaching, Training, Healthcare, Staff Development, Social Media, Team Building
Education
Louisiana State University 1968 — 1973
BA, Business & Communications
Phoebe Ministries November 2013 - Present
Phillips Pet Food & Supplies March 2013 - July 2013
MetLife ~~ Oasis Outsourcing March 2007 - April 2012
Financial Planning Services April 2001 - March 2007
Entertainment Publications February 1990 - August 1996
Skills
Microsoft Office, Event Planning, Customer Relations, Microsoft Excel, PowerPoint
Education
University of Scranton 1984 — 1988
BS, Marketing
St. Thomas Aquinas/Bishop Ahr High School, Edison NJ
Oracle Corporation March 2011 - Present
Art Technology Group July 2008 - March 2011
Financial Planning Services June 2007 - June 2008
Microsoft February 2004 - June 2007
SAP June 2001 - November 2002
Siebel Systems March 2000 - June 2001
Captaris 1996 - 2000
AT&T 1992 - 1996
McCaw Cellular 1990 - 1992
Telepage Northwest 1988 - 1990
Skills
Business Strategy, Enterprise Architecture, Business Analysis, Enterprise Software, SaaS, Solution Selling, Cloud Computing, Professional Services, Sales Enablement, Partner Management, Business Alliances, Channel, Salesforce.com, Go-to-market Strategy, E-commerce, PaaS, Demand Generation, Business Intelligence, Sales Process, Strategic Partnerships, Account Management, CRM, Product Management, Selling, Sales Management, Management, Sales Operations, Strategy, Sales, Direct Sales, Business Development
Education
University of Phoenix 2004 — 2009
MBA, Masters of Business
Way College of Biblical Research 1979 — 1982
Bach of Theo., Biblical Studies
Texas Tech University 1976 — 1979
Bach of Engineering, Electrical Engineering Technology
TDS Telecommunications Corp March 2014 - Present
TDS Telecommunications Corp. January 2011 - Present
Vehicle License and Title Specialist January 2011 - January 2012
ALD Automotive February 1997 - December 2010
Financial Planning Services October 1990 - January 1997
Dynatech NewStar 1988 - 1990
Update Instrument, Inc 1980 - 1986
Skills
Team Building, Customer Satisfaction, Operations Management, Negotiation, Purchasing, Sales Management, Customer Service, Process Improvement, Account Management, New Business Development, Data Analysis, Transportation..., Invoice Processing, Fleet Management, License & Title...
Education
Madison Area Technical College
Psychology of Human Relations, Supervisor Personal Skills, Human Behavior at Work
US Dept. of Commerce Bureau of Export Administration
Training in Michigan, Milwaukee & DC
Wisconsin Dept. of Transportation
Time is Money (99, 02 & 06)
Financial Planning Services July 1974 - Present
Skills
Annuities, Term Life Insurance, Retirement Planning, Real Estate, Stock Market, Mutual Funds, Precious Metals
Education
Graduate University of California Los Angeles
Bachelor's
Sidney "SKY" York
University of California, Los Angeles
Bachelor of Science (BS)
Financial Planning Services January 1984 - Present
Skills
Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Health Insurance, Long Term Care Insurance, Risk Management, Brokers, Underwriting, Retirement Planning
Education
Northeastern University 1970 — 1975
BS, Economics