Financial Resources Group

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Financial Resources Group Employees

Employee
Years
Job
Industry
John Andrew John Andrew Washington D.C. Metro Area Details
John Andrew's Financial Resources Group Experience January 1984 - January 2006
Job COO at Change Montgomery County
Industry Nonprofit Organization Management
Experience
CrossRoads Freedom Center   February 2012 - December 2014
VOT Ministries   2011 - May 2012
Financial Resources Group   January 1984 - January 2006

Skills
Insurance, Employee Benefits, Strategic Planning, Team Building, New Business Development, Sales Management, Public Speaking, Budgets, Leadership, Investments, Small Business, Project Planning, Management, Start-ups, Training, Marketing, Strategy, Finance, Program Management, Leadership Development

Education
Williamson Free School of Mechanical Trades   1961 — 1964

The American College
Chartered Life Underwriter, Insurance

Yomara Holt Yomara Holt Charlotte, North Carolina Area Details
Yomara Holt's Financial Resources Group Experience January 2011 - August 2013
Job Communications Analyst at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF  August 2013 - Present
Financial Resources Group   January 2011 - August 2013
My Carolina Town   May 2009 - August 2013
LPL Financial  November 2006 - July 2009

Skills
PowerPoint, Microsoft Word, Project Management, General Public, Microsoft Excel, Research, Marketing Communications, Marketing, Public Relations, Social Media, Email Marketing, Public Speaking, Training, Management, Editing, Analysis, Marketing Strategy, Budgets, Graphic Design, Social Media Marketing, Newsletters, Social Networking, Market Planning, Online Marketing, Customer Service, Facebook, Microsoft Office, Digital Marketing, Direct Marketing, Integrated Marketing, SEO, Brand Development, Outlook

Education
University of North Carolina at Greensboro   2001 — 2005
BS, Exercise and Sports Science

John Schlener John Schlener Allentown, Pennsylvania Area Details
John Schlener's Financial Resources Group Experience 1992 - 1998
Job Director Business Development at Contentra Technologies
Industry Publishing
Experience
Contentra Technologies  January 2014 - Present
Borough of Macungie   2013 - Present
GreenPoint Global  November 2011 - December 2013
Publishing Connections Consulting   July 2010 - October 2011
Swets Information Services  May 2009 - June 2010
Aptara / Techbooks   September 2006 - September 2008
Anacomp / docHarbor   July 1998 - August 2006
First Image Management Co.   January 1994 - June 1998
Financial Resources Group   1992 - 1998
First Image Management Co.   July 1991 - December 1993

Skills
SaaS, Cloud Computing, Salesforce.com, WebEx, Microsoft Office, Miller Heiman, Solution Selling, SalesLogix, Content Management, E-learning, XML Databases, BPO, KPO, Ebooks, Document Conversion, Digital Preservation, Digital Libraries, Digitization, Academic Libraries, Electronic Resources, OCR, Document Imaging, Document Scanning, Document Storage, Email Archiving, Data Archiving, Journals, Publishing, LinkedIn, Hoovers, Skype, FTPS, FTP, Goldmine, Windows, Mac OS, GoToMeeting, Outlook, Document Management, Strategy, Strategic Partnerships, Sales Process, Content Development, Business Development, E-Learning, Enterprise Content..., Online Publishing, Management, Enterprise Software, Professional Services

Education
Penn State University

Lehigh Career & Technical Institute

Whitehall High School

Mark Stieve Mark Stieve Charlotte, North Carolina Area Details
Mark Stieve's Financial Resources Group Experience January 2012 - Present
Job SVP Business Development at Financial Resources Group
Industry Financial Services
Experience
LPL Financial  January 2012 - Present
Financial Resources Group   January 2012 - Present
LPL Financial  September 2007 - January 2012
German American Financial Advisors & Trust Company   November 2001 - September 2007
PAMCO  1988 - 1993

Skills
Financial Services, Sales Management, Investments, Management, Relationship Management, Wealth Management, Banking, Mutual Funds, New Business Development, Series 7, Broker-Dealer, Business Development, Finance, Trust Services, Negotiation, Retirement Planning, Series 63, Financial Planning, Investment Advisory, Sales, Program Management

Education
Saginaw Valley State University
Finance, General

Yvonne Salinas Yvonne Salinas Greater Seattle Area Details
Yvonne Salinas's Financial Resources Group Experience January 2000 - March 2009
Job Owner, Salinas Consulting Group LLC
Industry Financial Services
Experience
Salinas Consulting Group LLC   2009 - Present
Financial Resources Group   January 2000 - March 2009

Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Management, Alternative Investments, Portfolio Management, Financial Analysis, Small Business, Loans, Valuation, Finance, Mortgage Lending, Mergers & Acquisitions, Financial Planning

Education
University of Hawaii at Manoa   1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing

Angelique M. Murray Angelique M. Murray Huntington Beach, California Details
Angelique M. Murray's Financial Resources Group Experience March 2015 - Present
Job at
Industry Insurance
Experience
Financial Resources Group   March 2015 - Present
Automobile Club of Southern California  November 2012 - 2015
California Insurance Finder   May 2011 - November 2012
Get U Insured   January 2006 - May 2011
Karma Day Spa   November 2005 - January 2006
Athena Day Spa   February 2003 - January 2006
Diane's Beachwear  April 2001 - January 2003
$3 Tan   March 2001 - March 2002

Skills
Insurance, Health Insurance, Employee Benefits, Small Business, Sales, Life Insurance, Fixed Annuities, Strategic Planning, Customer Service, Medicare, Healthcare, Long Term Care Insurance, Whole Life, Marketing, Team Building, Term Life Insurance, Universal Life

Education
Kaplan University   2006 — 2006
CA Licensed Agent, Life and Health Insurance

Orange Coast College   2003 — 2004
Marine Biology/Psych

Golden West College   2002 — 2003
Marine Biology/Psych

Paul Mitchell the School-Costa Mesa   2002 — 2002
Esthetics

Woodrow Wilson High School   1998 — 2002

Edward Daciuk Edward Daciuk Greater Boston Area Details
Edward Daciuk's Financial Resources Group Experience 1997 - 1999
Job principal ExtensionEngine, founder Brave
Industry Computer Software
Experience
Brave   October 2014 - Present
extensionEngine  October 2011 - Present
Trefis  February 2011 - October 2011
Pivot, Inc. (acquired by CME Group)   March 2004 - January 2011
Trendline Communications (acquired by Inc.)   2002 - 2004
Inc.com (acquired by Bertelsmann, AG)   1999 - 2002
Financial Resources Group   1997 - 1999
Stern Stewart   1994 - 1997

Skills
Product Management, Product Development, Trading, Strategic Planning, Business Strategy, Financial Modeling, SaaS, Software Development, Analytics, Strategy Development, Derivatives, Mobile, Entrepreneurship, Financial Markets, Corporate Finance, Enterprise Software, Cloud Computing, Strategy, Options, Equities, Financial Services, Hedge Funds, Investments, Investment Banking, Asset Management, Start-ups, Management, Mergers & Acquisitions, Venture Capital, Business Development, Mobile Devices, User Experience, Strategic Partnerships, Leadership

Education
University of Pennsylvania - The Wharton School   1990 — 1994
BS, Finance

Gina Maunder Gina Maunder Austin, Texas Area Details
Gina Maunder's Financial Resources Group Experience October 1987 - April 1990
Job Account Business Manager, State & Local Government Division at HP Enterprise Services
Industry Financial Services
Experience
HP Enterprise Services  September 2012 - Present
Hewlett-Packard  October 1987 - Present
Navy/Marine Corp   July 2009 - August 2012
Navy Marine Corps Intranet   November 2004 - June 2009
Tidewater and East Central Regions   April 2007 - July 2008
Texas Health and Human Services  September 2001 - October 2004
Texas Department of Health Contract   August 1994 - September 2001
EDS  January 1993 - August 1994
IMC Operations   May 1990 - December 1992
Financial Resources Group   October 1987 - April 1990

Skills
Change Management, Forecasting, Management, Leadership, IT Service Management, Managerial Finance, Budgets, Financial Reporting, Program Management, Accounting, Finance, Risk Management, PMP, Process Improvement, Auditing, Service Delivery, Financial Analysis, Team Management

Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Accounting

Texas A&M University, College
BBA, Accounting

M Wiedel M Wiedel Washington D.C. Metro Area Details
M Wiedel's Financial Resources Group Experience May 1993 - Present
Job Client Relationship Specialist at Financial Resources Group
Industry Financial Services
Experience
Financial Resources Group   May 1993 - Present

Education
Shepherd University   1989 — 1991

Josh Tallent Josh Tallent Asheville, North Carolina Area Details
Josh Tallent's Financial Resources Group Experience July 2015 - Present
Job Wealth Advisor at Financial Resources Group
Industry Financial Services
Experience
Financial Resources Group   July 2015 - Present
CB Capital Investment Group   September 2013 - July 2015
SunTrust Investment Services  May 2005 - September 2013

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Wealth Preservation..., Estate Planning, Portfolio Management, Long-term Care, Risk Management, Relationship Management, Financial Services, Investment Strategies, Wealth, Financial Planners, Finance, Investments, Financial Planning, Series 7, Microsoft Office, Loans, Banking, Credit, Customer Service

Education
University of North Carolina at Greensboro   1996 — 2001
Bachelor's of Fine Art, Graphic Design - Business Administration Minor

Britt Borders Britt Borders Raleigh, North Carolina Details
Britt Borders's Financial Resources Group Experience March 2015 - Present
Job Senior Vice President at Financial Resources Group
Industry Financial Services
Experience
Financial Resources Group   March 2015 - Present
Capital Bank  January 2013 - Present
Community and Southern Bank  April 2012 - December 2012
Buckhead Capital Management  January 2010 - April 2012
First Citizens Bank  January 2005 - September 2009

Skills
Investments, Wealth Management, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Wealth, Commercial Lending, Small Business Lending, Financial Analysis, Loans, Public Speaking, Asset Allocation, Asset Management, Financial Planning, Investment Management, Series 7

Education
Georgia State University   1984 — 1987
BBA, Management

Gerald O'Neil Gerald O'Neil Greater New York City Area Details
Gerald O'Neil's Financial Resources Group Experience July 2008 - May 2015
Job Financial Consultant
Industry Financial Services
Experience
Financial Resources Group   July 2008 - May 2015
Allstate Insurance Company  April 2007 - June 2008
Bank of New York  July 2005 - April 2007
Bank of America  December 1996 - June 2005
Guardian Life  April 1995 - November 1996
Metropolitan Life Ins   June 1989 - March 1995

Skills
Disability Insurance, Finance, Fixed Annuities, Life Insurance, Mutual Funds, Retirement Planning, Bonds, Financial Planning, Financial Services, Insurance, Investments, Long-term Care, Portfolio Management, Series 6, Wealth Management

Education
Hofstra University
Bachelor of Business Administration (BBA), Marketing