Financial Professional

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Financial Professional Employees

Employee
Years
Job
Industry
Cheryl Adams Cheryl Adams Greater Milwaukee Area Details
Cheryl Adams's Financial Professional Experience June 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
Paradise Memorial Funeral Home   June 2015 - Present
Financial Professional   June 2015 - Present
AXA Advisors  December 2014 - May 2015
Prudential Financial  May 2012 - November 2014

Skills
Management, Non-profits, Organizational..., Public Speaking, Research, Retirement, Sales, Team Building, Strategic Planning, Finance, Event Planning, Change Management, Customer Service, Coaching, Health Insurance, Human Resources, Insurance, Microsoft Excel, Microsoft Office, Investments, Life Insurance, PowerPoint, Nonprofits

Education
Marquette University
Bachelor of Arts in Communication, Communication Studies & Organization/Leadership Majors

Morgan McDonnell Morgan McDonnell Winnetka, California Details
Morgan McDonnell's Financial Professional Experience November 2012 - June 2013
Job ActorFilmWriterCreative Artist
Industry Entertainment
Experience
Chaka Technologies   September 2014 - Present
Financial Professional   November 2012 - June 2013
Nu Café   June 2012 - May 2013
Law Office of Randy Feldman  May 2012 - July 2012
Flats Organic Pizzeria   August 2010 - December 2011
Mother-Daughter Press   May 2009 - December 2011
US Census Bureau  April 2010 - September 2010

Skills
Food, Cooking, Restaurants, Restaurant Management, Time Management, Culinary Skills, Baking, SPSS, Qualitative Research, Research, Microsoft Office, Microsoft Excel, Event Planning, Management, Financial Analysis, Financial Education, Short Films, Screenwriting, Interviewing Skills, Negotiation, Social Networking, Leadership, Training, Social Media, PowerPoint, Facebook

Education
Clark University   2008 — 2012
Bachelor of Arts (B.A.), Psychology, 3.45 GPA overall

Saint Johnsbury Academy High School   2004 — 2008
High School Diploma

Lisa Herbst Lisa Herbst Fort Lauderdale, Florida Details
Lisa Herbst's Financial Professional Experience 2009 - Present
Job Senior Vice President Finance
Industry Government Administration
Experience
Financial Professional   2009 - Present
Healthcare Corporation of America  1995 - 2009

Skills
Financial Analysis, Managerial Finance, Risk Management, Internal Audit, Accounting, Financial Reporting, Business Process..., Management, Team Building, Strategic Planning, Budgets, Leadership, Employee Relations, Recruiting, Coaching, Leadership Development, Microsoft Excel, Microsoft Office, Program Management, Negotiation, Microsoft Word, Training, Public Speaking

Education
Baruch College, City University of New York (CUNY)
MBA, Accounting

New York University - Leonard N. Stern School of Business
BS, Computer and Information Systems

Don-Toine Nguyen Don-Toine Nguyen Houston, Texas Details
Don-Toine Nguyen's Financial Professional Experience 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
Financial Professional   2010 - Present
State Farm Vp Management Corp   July 2011 - June 2013
Theology   February 2006 - February 2010
Allstate Financial Services, LLC  February 2002 - February 2006
Vina Pre-owned Car Dealer   June 1990 - October 1996

Skills
F&I Auto Financing, Banking, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Auto & Home Insurance, Financial Advisory, Life Insurance, Equities, Retirement Planning, Asset Management, Health Insurance, Auto Refinancing, Fixed Annuities, IRAs, Disability Insurance, Financial Planning, Sales, Team Building, Negotiation, Sales Management, Customer Service, Customer Retention

Education
University of Houston, C.T. Bauer College of Business   1996 — 2000
Bachelor of Business Administration (BBA), Marketing & Management

University of North Texas   1997 — 1998
Design and Visual Communications, General

Deborah Mangini Deborah Mangini Modesto, California Area Details
Deborah Mangini's Financial Professional Experience June 2003 - Present
Job Financial Game Changer
Industry Financial Services
Experience
Independent Consultant  January 2007 - Present
Financial Professional   June 2003 - Present
Kiwanas Club of Escalon   February 1997 - February 2010
Business Networking International  2006 - 2010

Education
Securities Courses   2003 — 2005
Series 7, 63, 65, 79, Financial Services

Insurance School of Central Valley   2003 — 2003
Insurance Agent, Life & Health, State License

Chabot College   1974 — 1977
Mechanical Drafting

Arroyo High School   1972 — 1976
High School Diploma, General Studies

Kevin Wolnik Kevin Wolnik Miami/Fort Lauderdale Area Details
Kevin Wolnik's Financial Professional Experience March 2010 - February 2011
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2013 - Present
Executive National Bank  September 2012 - June 2013
Wells Fargo  January 2011 - September 2012
Financial Professional   March 2010 - February 2011
IDB Bank  July 2008 - February 2010
Regions Bank  April 2006 - July 2008
Independent Life Insurance Agent & Registered Rep   September 2001 - April 2006
Morgan Stanley  February 2000 - September 2001

Skills
Loans, Investments, Wealth Management, Portfolio Management, Banking, Retirement Planning, Mutual Funds, Mortgage Lending, Credit, Insurance, Commercial Banking, Estate Planning, Finance, Equities, Financial Services, CRM, Leadership, Management, Sales, Retirement, Fixed Annuities, Financial Risk, Real Estate, Mortgage Banking, Business, Entrepreneurship, Investment Banking, Relationship Management, Small Business, Loan Origination, Small Business Lending, Commercial Lending, Asset Management, Financial Analysis, Risk Management, Credit Analysis, Refinance, Strategic Financial..., Underwriting, Accounting, Retail Banking, Securities, Executive Management, Due Diligence

Education
De Paul University   1992 — 1997
BA

University of Kansas   1992 — 1997
Bachelors

Gregory Anderson, CFP® Gregory Anderson, CFP® Orlando, Florida Area Details
Gregory Anderson, CFP®'s Financial Professional Experience May 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Financial Professional   May 2013 - Present
Four Seasons Wealth Management  May 2011 - May 2013
Fifth Third Securities  April 2010 - February 2012
Ameriprise Financial Services, Inc.   March 2009 - April 2010
Merrill Lynch  July 2007 - January 2009
Pattonville School District  August 2001 - June 2007
Cuyama Joint Unified School District   August 1998 - June 2001

Education
California Polytechnic State University-San Luis Obispo   1991 — 1997

Donna Rue Bass Donna Rue Bass Fort Worth, Texas Details
Donna Rue Bass's Financial Professional Experience January 2005 - March 2009
Job Indenpendant Avon Representative at Avon Cosmetics
Industry Cosmetics
Experience
Avon Cosmetics  January 2010 - Present
Financial Professional   January 2005 - March 2009
Bank One  April 2003 - May 2004

Skills
Cosmetics, Beauty, Skin Care, Fragrance, Makeup Artistry, Personal Care, Hair Care, Makeovers, Gifts, Cosmetology, Bridal Showers, Acne, Merchandising, Customer Service, Fashion, FMCG, Luxury Goods, Retail, Consumer Products, Trade Marketing

Education
El Paso Community College   1979 — 1984
Associate's degree, General Business

Sandra Lovelace Sandra Lovelace Charlotte, North Carolina Area Details
Sandra Lovelace's Financial Professional Experience October 2010 - January 2012
Job Cash Management Specialist Accounts Receivable Wilbert Plastic Services
Industry Financial Services
Experience
Wilbert Plastic Services  July 2013 - Present
S & D Inc   January 2013 - July 2013
NCO Financial Systems, Inc.   March 2012 - November 2012
Financial Professional   October 2010 - January 2012
General Electric Company  February 2006 - May 2009
General Electric Company  October 1992 - May 2006
General Electric Company  January 1988 - October 1992
General Electric Company  July 1986 - January 1988

Skills
Management, Accounting, Accounts Receivable, General Ledger, Accounts Payable, Cash Management, Leadership, Process Improvement, Financial Analysis, Payroll, Sales, Finance, Invoicing, Program Management, Strategic Planning, Software Documentation, Customer Service, Human Resources, Analysis

Education
Bryant & Stratton College
Business Admin

Central Piedmont Community College

Judy England Judy England Greater St. Louis Area Details
Judy England's Financial Professional Experience 2015 - Present
Job Experienced Finance Professional Seeking New Opportunities
Industry Telecommunications
Experience
Financial Professional   2015 - Present
Savvis  2013 - 2015
CenturyLink  April 2011 - February 2013
Embarq Communications, Inc.   August 2006 - April 2011
Sprint  August 2005 - August 2006
Sprint  August 2004 - August 2005
Sprint  March 2003 - August 2004
Sprint  August 2000 - March 2003
Sprint  June 1997 - August 2000
St. Paul/Travelers Insurance   1987 - 1997

Skills
Vendor Management, Telecommunications, Process Improvement, Call Center, Wireless, Cross-functional Team..., Billing Systems, Forecasting, Business Analysis, Program Management, Business Process..., Project Management, Account Management, Invoicing, Business Process, Call Centers, Integration, Strategic Planning, Finance

Education
Baker University   1992 — 1994
BBA, Business Administration

University of Missouri-Columbia
Business

Brittney Hopkins Brittney Hopkins Greater Minneapolis-St. Paul Area Details
Brittney Hopkins's Financial Professional Experience August 2015 - Present
Job Financial Services Provider
Industry Financial Services
Experience
Financial Professional   August 2015 - Present
Fidelity Investments  September 2012 - June 2015
University Marketing   June 2011 - May 2012
Abilene Christian University  August 2010 - May 2012
Abilene Christian University  January 2011 - September 2011
Camp of the Hills  May 2010 - August 2010
ARAMARK Refreshment Services  August 2009 - May 2010
Lonesome Spur Cafe   January 2008 - January 2010

Skills
PowerPoint, Leadership, Microsoft Office, Marketing Communications, Event Planning, Social Media, Visio, Microsoft Word, Management, Microsoft Excel, Building Relationships, Marketing, Marketing Strategy, Customer Service, SPSS, Windows, Teamwork, Facebook, Program Management, Data Analysis, Staff Development, OS X, Research, Fundraising, Public Speaking, Nonprofits, Social Networking, Training, Excel, Word, Financial Services, 401k Rollovers, 401k, Warm Calling, Cashiering, Call Centers, Retirement Planning, Securities, IRAs

Education
Abilene Christian University   2009 — 2012
B.B.A., Marketing

Dallas County Community College   2006 — 2008
Duel Credit, General Studies

Amy McCoy; CPA, CCSA, CRMA Amy McCoy; CPA, CCSA, CRMA Fayetteville, Arkansas Area Details
Amy McCoy; CPA, CCSA, CRMA's Financial Professional Experience September 2005 - Present
Job Sr. Manager Internal Audit at Financial Professional
Industry Accounting
Experience
Financial Professional   September 2005 - Present
Tyson Foods  2005 - Present
JB Hunt Transport Services, Inc.   January 2003 - September 2005
JB Hunt Transport Services, Inc.   January 2002 - January 2003
KPMG Advisory  September 1998 - June 2001

Skills
Internal Audit, SOX, Internal Controls, External Audit, SAS70, Risk Assessment, Compliance Audits, Accounting, COSO, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Sarbanes-Oxley, Account Reconciliation, Financial Statements, Auditing

Education
Arkansas Tech University   1994 — 1998
Bachelor of Science (BS), Accounting

Pottsville High School

Melissa Guggisberg, Esq. Melissa Guggisberg, Esq. Colorado Springs, Colorado Area Details
Melissa Guggisberg, Esq.'s Financial Professional Experience August 2012 - June 2013
Job Attorney at Law
Industry Legal Services
Experience
McKinney & Associates, P.C.   June 2013 - Present
Financial Professional   August 2012 - June 2013
LexisNexis  August 2010 - May 2012
Hoglund, Chwialkowski & Mrozik PLLC   June 2010 - February 2011
Coodin & Overson, PLLP   June 2008 - July 2009

Skills
Legal Research, Public Speaking, Research, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Social Media, Estate Planning, LexisNexis, Family Law, Financial Planning, Management

Education
William Mitchell College of Law   2009 — 2012
JD

Naval Officer Candidate School   2008 — 2008

Minnesota State University, Mankato   2003 — 2007
Bachelor of Arts, Political Science

Vaughn Huggins Vaughn Huggins Greater New York City Area Details
Vaughn Huggins's Financial Professional Experience 2013 - Present
Job VP Financial Services: Banking Industry
Industry Financial Services
Experience
Financial Professional   2013 - Present
Super Green Solutions of Central New Jersey   January 2014 - December 2014
Citibank  2008 - 2013
Citibank  2006 - 2008
Citibank  2002 - 2006
Ciibank   1999 - 2002

Skills
Banking, Operational Risk..., Retail Banking, Transaction Processing, Risk Management, Business Analysis, Test Management, Project Management, Financial Risk, IPS, Payments, Payment Systems, Business Continuity, Disaster Recovery, Operational Risk, SDLC, Leadership, Relationship Management, Core Banking, Process Improvement, Middle Office, PMO, Business Process, Cross-functional Team..., Management, Outsourcing, Vendor Management, Operations Management, Business Requirements, Financial Services, Project Portfolio..., Testing, Back Office, Business Process..., Project Delivery, Finance, Credit Risk, Commercial Banking, Portfolio Management, Debit Cards, Cross Selling, Credit Cards

Education
Felician College
Bachelor of Arts (B.A.), Management/Marketing

Middlesex County College
Project Management Certificate

Point Fortin College

Eric Pfefferle, CPA, MBA Eric Pfefferle, CPA, MBA Detroit, Michigan Details
Eric Pfefferle, CPA, MBA's Financial Professional Experience January 2012 - Present
Job Global Accounting at Urban Science
Industry Accounting
Experience
Urban Science  September 2015 - Present
Hostel Detroit   September 2014 - Present
Financial Professional   January 2012 - Present
Integrity Building Group   July 2013 - August 2015
Temperance Distilling Company   2013 - 2013
Davenport, Hanf & Company, LLC   November 2008 - September 2012

Skills
Accounting, Auditing

Education
The University of Toledo   2012 — 2014
Master of Business Administration (M.B.A.), Finance

Northwood University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting, Economics