Financial Resources Group
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Financial Resources Group Employees
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
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
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
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
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
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
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
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
Financial Resources Group May 1993 - Present
Education
Shepherd University 1989 — 1991
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
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
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