Financial Services
Description
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, ...
Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Services Salaries. You can even request information on how much does Financial Services pay if you want to. Learn about salaries, pros and cons of working for Financial Services directly from the past employees.
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646 Financial Services employees in database. Find out everything there's to know about Financial Services 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 Services Employees
Employee
Years
Job
Industry
Mark Shiver Mark Shiver's Financial Services Experience January 1992 - January 2005
Job Staff Writer at The Rhino Times
Industry Legislative Office
Experience
The Rhino Times February 2015 - Present
NC General Assembly February 2011 - Present
WQDR 94.7 October 2003 - July 2013
US Department of Commerce, US Census Bureau April 2010 - August 2010
Family Media Group April 2009 - March 2010
Curtis Media Group August 2005 - July 2008
Knightdale Land Use Review Board January 2004 - January 2006
Financial Services January 1992 - January 2005
Jefferson Pilot Life January 1989 - January 1992
Skills
Public Speaking, People Skills, Writing, Speech Writing, Voiceovers, Social Media, Public Relations, Politics, Corporate Communications, Political Campaigns, Government, Nonprofits, Press Releases, Social Networking, Legislative Relations, Fundraising, Radio, Research, Storytelling, Public Policy, Grassroots Organizing, Policy Analysis, Political Communication, Interviews, Leadership, Legislative Research, Strategic Communications, Legislation, Coalitions, Public Affairs, Media Relations, Policy, Community Outreach, Political Science, Community Development, Volunteer Management, Crisis Communications, Legislative Affairs, Economic Development, International Relations, Federal Government, State Government, Governmental Affairs, Editing, Foreign Policy, Community Organizing, Grant Writing, Political Consulting, Grassroots
Education
College of Charleston 1976 — 1980
B.A, POLITICAL SCIENCE
Garrett High School 1972 — 1976
College Preparation, Liberal Arts and Sciences/Liberal Studies
The Rhino Times February 2015 - Present
NC General Assembly February 2011 - Present
WQDR 94.7 October 2003 - July 2013
US Department of Commerce, US Census Bureau April 2010 - August 2010
Family Media Group April 2009 - March 2010
Curtis Media Group August 2005 - July 2008
Knightdale Land Use Review Board January 2004 - January 2006
Financial Services January 1992 - January 2005
Jefferson Pilot Life January 1989 - January 1992
Skills
Public Speaking, People Skills, Writing, Speech Writing, Voiceovers, Social Media, Public Relations, Politics, Corporate Communications, Political Campaigns, Government, Nonprofits, Press Releases, Social Networking, Legislative Relations, Fundraising, Radio, Research, Storytelling, Public Policy, Grassroots Organizing, Policy Analysis, Political Communication, Interviews, Leadership, Legislative Research, Strategic Communications, Legislation, Coalitions, Public Affairs, Media Relations, Policy, Community Outreach, Political Science, Community Development, Volunteer Management, Crisis Communications, Legislative Affairs, Economic Development, International Relations, Federal Government, State Government, Governmental Affairs, Editing, Foreign Policy, Community Organizing, Grant Writing, Political Consulting, Grassroots
Education
College of Charleston 1976 — 1980
B.A, POLITICAL SCIENCE
Garrett High School 1972 — 1976
College Preparation, Liberal Arts and Sciences/Liberal Studies
Elaine Bayliff's Financial Services Experience August 2007 - Present
Job Consultant
Industry Financial Services
Experience
Financial Services August 2007 - Present
Self Employed January 1990 - Present
United States Air Force March 2003 - August 2007
Orchid Technology and Management September 2002 - March 2003
Plow & Hearth January 2000 - September 2001
Independent Financial Services Consultant January 1989 - March 1993
Education
American InterContinental University
MBA, Marketing, 4.0
George Mason University
Bachelor of Arts (B.A.), Art
Financial Services August 2007 - Present
Self Employed January 1990 - Present
United States Air Force March 2003 - August 2007
Orchid Technology and Management September 2002 - March 2003
Plow & Hearth January 2000 - September 2001
Independent Financial Services Consultant January 1989 - March 1993
Education
American InterContinental University
MBA, Marketing, 4.0
George Mason University
Bachelor of Arts (B.A.), Art
Benjamin Winn Benjamin Winn's Financial Services Experience January 2015 - Present
Job Accounting, Finance, Business Administration, Marketing
Industry Accounting
Experience
H&R Block January 2015 - Present
Financial Services January 2015 - Present
DatacenterHardware.com January 2008 - December 2014
Statewide Internet Services July 2002 - January 2008
Skills
Ecommerce Product Sales..., Internet Service..., Entertainment..., Film & TV Online..., Internet Business..., Financial Accounting, Managerial Accounting, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Team Leadership, Analytical Skills, Quality Assurance, Virtual Teams, QuickBooks, Wireless Networking, Wireless Broadband, Mobile Broadband, Website Monetization, Online Business..., Online Business..., Merchant Accounts, Cellular Phone Sales, E-commerce, New Business Development, Account Management, Strategic Planning, Marketing Strategy, Marketing, Sales, Customer Service, Management, Leadership, Networking, Entrepreneurship, Social Media
Education
California State University, Fresno 2014 — 2016
Bachelor's Degree, Accountancy and Business/Management
Fresno City College
Associate's Degree, Business Administration, Management and Operations
H&R Block January 2015 - Present
Financial Services January 2015 - Present
DatacenterHardware.com January 2008 - December 2014
Statewide Internet Services July 2002 - January 2008
Skills
Ecommerce Product Sales..., Internet Service..., Entertainment..., Film & TV Online..., Internet Business..., Financial Accounting, Managerial Accounting, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Team Leadership, Analytical Skills, Quality Assurance, Virtual Teams, QuickBooks, Wireless Networking, Wireless Broadband, Mobile Broadband, Website Monetization, Online Business..., Online Business..., Merchant Accounts, Cellular Phone Sales, E-commerce, New Business Development, Account Management, Strategic Planning, Marketing Strategy, Marketing, Sales, Customer Service, Management, Leadership, Networking, Entrepreneurship, Social Media
Education
California State University, Fresno 2014 — 2016
Bachelor's Degree, Accountancy and Business/Management
Fresno City College
Associate's Degree, Business Administration, Management and Operations
Cliff Franzen Cliff Franzen's Financial Services Experience 1990 - 1997
Job Division Manager, Financial Services at Yamaha Motor Corporation, USA
Industry Financial Services
Experience
Yamaha Motor Corporation, USA July 2013 - Present
Yamaha Motor Corporation, USA March 2011 - July 2013
Yamaha Motor Corporation, USA June 2006 - March 2011
GE Captial Retail Bank 2003 - June 2006
GE Money Bank 2000 - December 2002
GE Capital Retail Bank 1997 - 2000
Financial Services 1990 - 1997
Skills
Consumer Lending, P&L Responsibility, Credit Analysis, Asset Managment, Process Improvement, B2B, Underwriting, Risk Management, New Business Development, Vendor Management, Product Development, Project Management, Team Building, Team Leadership, Portfolio Management, Financial Services, Contract Negotiation, Operations Management, Strategic Relationships, Relationship Management, Sales Management, Direct Sales, Customer Service, Management, Business Development, Account Management, Sales, P&L Management, Product Marketing, Business Strategy, Program Management, Negotiation, Business Process..., Budgets, Training, Strategic Planning, Analysis, Pricing, Leadership, Finance, Marketing, Business Planning, Forecasting, Sales Operations, CRM, Commercial Lending, Cross-functional Team...
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
California State University-Long Beach 1987 — 1992
Bachelor of Business Administration (BBA), Finance
Yamaha Motor Corporation, USA July 2013 - Present
Yamaha Motor Corporation, USA March 2011 - July 2013
Yamaha Motor Corporation, USA June 2006 - March 2011
GE Captial Retail Bank 2003 - June 2006
GE Money Bank 2000 - December 2002
GE Capital Retail Bank 1997 - 2000
Financial Services 1990 - 1997
Skills
Consumer Lending, P&L Responsibility, Credit Analysis, Asset Managment, Process Improvement, B2B, Underwriting, Risk Management, New Business Development, Vendor Management, Product Development, Project Management, Team Building, Team Leadership, Portfolio Management, Financial Services, Contract Negotiation, Operations Management, Strategic Relationships, Relationship Management, Sales Management, Direct Sales, Customer Service, Management, Business Development, Account Management, Sales, P&L Management, Product Marketing, Business Strategy, Program Management, Negotiation, Business Process..., Budgets, Training, Strategic Planning, Analysis, Pricing, Leadership, Finance, Marketing, Business Planning, Forecasting, Sales Operations, CRM, Commercial Lending, Cross-functional Team...
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
California State University-Long Beach 1987 — 1992
Bachelor of Business Administration (BBA), Finance
Cindy Richards AAMS® Cindy Richards AAMS®'s Financial Services Experience May 1990 - June 2006
Job Financial Advisor at Raymond James Helping Clients Navigate Longevity..........
Industry Financial Services
Experience
Raymond James January 2013 - Present
Custom Fit Bra Company 2012 - 2013
Family Financial Planners July 2006 - December 2012
Financial Services May 1990 - June 2006
Skills
Wealth Management, Retirement, Portfolio Management, Asset Allocation, Asset Management, Equities, IRAs, Life Insurance, 401k, Financial Analysis, Alternative Investments, Wealth, Fixed Income, Bonds, Financial Planners, Series 65
Education
College for Financial Planning 2013 — 2013
'Accredited Asset Management Specialist - AAMS', Financial Planning and Services
Casper College 1975 — 1976
Accounting/Bookeeping
Buffalo High School 1972 — 1975
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Raymond James January 2013 - Present
Custom Fit Bra Company 2012 - 2013
Family Financial Planners July 2006 - December 2012
Financial Services May 1990 - June 2006
Skills
Wealth Management, Retirement, Portfolio Management, Asset Allocation, Asset Management, Equities, IRAs, Life Insurance, 401k, Financial Analysis, Alternative Investments, Wealth, Fixed Income, Bonds, Financial Planners, Series 65
Education
College for Financial Planning 2013 — 2013
'Accredited Asset Management Specialist - AAMS', Financial Planning and Services
Casper College 1975 — 1976
Accounting/Bookeeping
Buffalo High School 1972 — 1975
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Brianne Howell Brianne Howell's Financial Services Experience August 2012 - Present
Job Marketing Alternative Strategies, Product Marketing Manager
Industry Financial Services
Experience
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Crystal Amanda Persad Crystal Amanda Persad's Financial Services Experience April 2013 - Present
Job Business/Finance
Industry Financial Services
Experience
Financial Services April 2013 - Present
Etiquette Protocol Center of LI 2011 - Present
Long Island Cares October 2010 - February 2013
Skills
Documentations, Data Entry, Web Development, Web Content Management, Microsoft Office, Setting Appointments, Office Management, Spreadsheets, Expenses, Social Media Integration, Social Media Marketing, Security
Education
CUNY York College 2010 — 2015
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Freeport High School 2006 — 2010
High School Diploma, General Education
Financial Services April 2013 - Present
Etiquette Protocol Center of LI 2011 - Present
Long Island Cares October 2010 - February 2013
Skills
Documentations, Data Entry, Web Development, Web Content Management, Microsoft Office, Setting Appointments, Office Management, Spreadsheets, Expenses, Social Media Integration, Social Media Marketing, Security
Education
CUNY York College 2010 — 2015
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Freeport High School 2006 — 2010
High School Diploma, General Education
Dan Neitzel Dan Neitzel's Financial Services Experience September 2010 - Present
Job Service Desk Technician at Financial Services
Industry Computer Networking
Experience
Financial Services September 2010 - Present
Skills
Active Directory, Disaster Recovery, ITIL, Windows Server, Microsoft Exchange, Networking, SharePoint, BMC Remedy, VMware, Visio, Network Security, Windows, Security, Virtualization, Vendor Management
Education
Colorado State University-Global Campus 2014 — 2015
Bachelor’s Degree, Information Technologies
Eastern Idaho Technical College 2006 — 2008
Associate's degree, Computer Networking Technologies
Financial Services September 2010 - Present
Skills
Active Directory, Disaster Recovery, ITIL, Windows Server, Microsoft Exchange, Networking, SharePoint, BMC Remedy, VMware, Visio, Network Security, Windows, Security, Virtualization, Vendor Management
Education
Colorado State University-Global Campus 2014 — 2015
Bachelor’s Degree, Information Technologies
Eastern Idaho Technical College 2006 — 2008
Associate's degree, Computer Networking Technologies
Heidie Moser's Financial Services Experience 1994 - 1996
Job Practice Manager for MountainStar PSGHCA
Industry Hospital & Health Care
Experience
MountainStar Medical Group March 2015 - Present
Intermountain Logan Regional Hospital January 1998 - March 2015
Financial Services 1994 - 1996
US Forest Service 1991 - 1994
Skills
Cpr Certified, Customer Service, Microsoft Excel, Microsoft Word, Healthcare Management, Public Health, Hospitals, Healthcare, Certified nursing...
Education
Western Governors University 2015 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Utah State University 1996 — 2007
Health Education, Bachelor, Bachelor
Bridgerland Applied Technology College 1999 — 2000
Certified nursing assistant, Nursing Education
MountainStar Medical Group March 2015 - Present
Intermountain Logan Regional Hospital January 1998 - March 2015
Financial Services 1994 - 1996
US Forest Service 1991 - 1994
Skills
Cpr Certified, Customer Service, Microsoft Excel, Microsoft Word, Healthcare Management, Public Health, Hospitals, Healthcare, Certified nursing...
Education
Western Governors University 2015 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Utah State University 1996 — 2007
Health Education, Bachelor, Bachelor
Bridgerland Applied Technology College 1999 — 2000
Certified nursing assistant, Nursing Education
Leah Lowry Leah Lowry's Financial Services Experience October 2011 - April 2014
Job Transaction Coordinator at Veterans United Home Loans
Industry Financial Services
Experience
Veterans United Home Loans April 2014 - Present
Financial Services October 2011 - April 2014
Dept of Corrections March 2005 - October 2010
Regis Hairstylists October 2004 - March 2005
Skills
PowerPoint, Outlook, Microsoft Office, Administrative..., Microsoft Excel, Access, Spreadsheets, Data Entry, Office Administration, Lotus Notes, Invoicing, Administration, QuickBooks, Calendaring, Office Management
Education
Columbia College 2005 — 2011
Teacher Certification, Elementary Education and Teaching
Central Missouri State University 2000 — 2004
Bachelor's degree, Criminal Justice
Veterans United Home Loans April 2014 - Present
Financial Services October 2011 - April 2014
Dept of Corrections March 2005 - October 2010
Regis Hairstylists October 2004 - March 2005
Skills
PowerPoint, Outlook, Microsoft Office, Administrative..., Microsoft Excel, Access, Spreadsheets, Data Entry, Office Administration, Lotus Notes, Invoicing, Administration, QuickBooks, Calendaring, Office Management
Education
Columbia College 2005 — 2011
Teacher Certification, Elementary Education and Teaching
Central Missouri State University 2000 — 2004
Bachelor's degree, Criminal Justice
Adam Giammarinaro Adam Giammarinaro's Financial Services Experience September 2005 - Present
Job Regional Vice President
Industry Financial Services
Experience
Financial Services September 2005 - Present
Genworth Financial September 2003 - August 2005
Education
Mary Washington College 1998 — 2001
Bachelor of Arts, Political Science
Colorado State University
Financial Services September 2005 - Present
Genworth Financial September 2003 - August 2005
Education
Mary Washington College 1998 — 2001
Bachelor of Arts, Political Science
Colorado State University
Rosemary Harris Rosemary Harris's Financial Services Experience September 1995 - July 2008
Job Physician/Acupuncture at Complete WellBeing Center
Industry Alternative Medicine
Experience
Complete WellBeing Center October 2014 - Present
Complete Well Being Center September 2013 - September 2014
Acuhealing January 2013 - August 2013
Acupuncture and Massage College September 2010 - August 2013
AAA Parking August 2008 - December 2010
RH/HR Consulting February 1993 - August 2008
Financial Services September 1995 - July 2008
Mellon Bank December 1993 - February 1995
UPMC May 1989 - December 1993
Skills
Team Building, Employee Relations, Project Management, Training, Recruiting, Public Speaking, Human Resources, Budgets, Leadership Development, Program Management, Nonprofits, Management, Employee Benefits, Acupuncture, Performance Management, Alternative Medicine, Leadership, Holistic Health, Sales, Traditional Chinese..., Employee Training, Coaching, Deferred Compensation, Microsoft Office, Microsoft Word, Hiring, Operations Management, Cupping, Personnel Management, Wellness, Payroll, Healing, Stress, Wellbeing, Pain Management, Nutrition, Stress Management, Nutritional Counseling, Meditation, Wellness Coaching, Therapeutic Massage, Sports Injuries, Chinese Herbal Medicine, Chronic Illness, Herbal, Reiki, Treatment, Relaxation, Energy Healing, Oriental Medicine
Education
Acupuncture and Massage College 2010 — 2013
DOM Doctor of Oriental Medicine, Traditional Chinese Medicine and Chinese Herbology
Carnegie Mellon University 1990 — 1993
Masters, Public Management/HR
Indiana University of Pennsylvania 1976 — 1980
BS, Business/COnsumer Services/Art
Complete WellBeing Center October 2014 - Present
Complete Well Being Center September 2013 - September 2014
Acuhealing January 2013 - August 2013
Acupuncture and Massage College September 2010 - August 2013
AAA Parking August 2008 - December 2010
RH/HR Consulting February 1993 - August 2008
Financial Services September 1995 - July 2008
Mellon Bank December 1993 - February 1995
UPMC May 1989 - December 1993
Skills
Team Building, Employee Relations, Project Management, Training, Recruiting, Public Speaking, Human Resources, Budgets, Leadership Development, Program Management, Nonprofits, Management, Employee Benefits, Acupuncture, Performance Management, Alternative Medicine, Leadership, Holistic Health, Sales, Traditional Chinese..., Employee Training, Coaching, Deferred Compensation, Microsoft Office, Microsoft Word, Hiring, Operations Management, Cupping, Personnel Management, Wellness, Payroll, Healing, Stress, Wellbeing, Pain Management, Nutrition, Stress Management, Nutritional Counseling, Meditation, Wellness Coaching, Therapeutic Massage, Sports Injuries, Chinese Herbal Medicine, Chronic Illness, Herbal, Reiki, Treatment, Relaxation, Energy Healing, Oriental Medicine
Education
Acupuncture and Massage College 2010 — 2013
DOM Doctor of Oriental Medicine, Traditional Chinese Medicine and Chinese Herbology
Carnegie Mellon University 1990 — 1993
Masters, Public Management/HR
Indiana University of Pennsylvania 1976 — 1980
BS, Business/COnsumer Services/Art
Ryan Rickels Ryan Rickels's Financial Services Experience May 2009 - April 2010
Job IT OPERATIONS MANAGER: Dedicated to providing innovative, customerfocused, businessdriven technology solutions.
Industry Information Technology and Services
Experience
Local Government April 2010 - May 2014
Financial Services May 2009 - April 2010
K Bank August 2004 - April 2009
K Bank August 2001 - August 2004
K Bank September 1999 - August 2001
Skills
Information Technology, Information Security, IT Management, IT Operations, Information Security..., Vulnerability Assessment, Security, NIST, Disaster Recovery, PCI DSS, Business Continuity, Information Assurance, Computer Security, Network Security, Vulnerability Management, IT Audit, Security Awareness, Banking, Risk Assessment, Risk Management, Penetration Testing, Security Audits, IT Project & Program..., Management, Leadership, Vendor Management, Requirements Analysis, Business Analysis, SDLC, Integration, Business Intelligence, IT Strategy, Networking, Project Management, PMP, Infrastructure, Troubleshooting, Project Planning, Microsoft Office, Business Process..., Program Management, System Administration, Active Directory, ITIL, Virtualization, Network Administration, Operations Management
Education
Norwich University 2007 — 2009
MSIA, Information Assurance, Graduated Cum Laude 3.95/4.00
University of Phoenix 2003 — 2007
Bachelors of Science, Information Technology
Brigham Young University 2014 — 2014
Professional Development Training, Project Management Professional (PMP)
Local Government April 2010 - May 2014
Financial Services May 2009 - April 2010
K Bank August 2004 - April 2009
K Bank August 2001 - August 2004
K Bank September 1999 - August 2001
Skills
Information Technology, Information Security, IT Management, IT Operations, Information Security..., Vulnerability Assessment, Security, NIST, Disaster Recovery, PCI DSS, Business Continuity, Information Assurance, Computer Security, Network Security, Vulnerability Management, IT Audit, Security Awareness, Banking, Risk Assessment, Risk Management, Penetration Testing, Security Audits, IT Project & Program..., Management, Leadership, Vendor Management, Requirements Analysis, Business Analysis, SDLC, Integration, Business Intelligence, IT Strategy, Networking, Project Management, PMP, Infrastructure, Troubleshooting, Project Planning, Microsoft Office, Business Process..., Program Management, System Administration, Active Directory, ITIL, Virtualization, Network Administration, Operations Management
Education
Norwich University 2007 — 2009
MSIA, Information Assurance, Graduated Cum Laude 3.95/4.00
University of Phoenix 2003 — 2007
Bachelors of Science, Information Technology
Brigham Young University 2014 — 2014
Professional Development Training, Project Management Professional (PMP)
Lena P Lena P's Financial Services Experience July 2012 - Present
Job Representative
Industry Financial Services
Experience
Financial Services July 2012 - Present
Skills
Team Motivator, Personal Training, Group Training, Fitness Training, exercise technique, Training, Nutritional Counseling, Boot Camp, Fitness, Nutrition, Toning, Weight Management, Finance, Retirement, Small Business, Wellness Coaching
Education
Kaplan Online University 2014 — 2015
Registered Principal, Series 26
Kaplan Online University 2013 — 2014
Registered Representative, Series 6 & Series 63
Test Teachers 2013 — 2014
Series 6 and 63, Series 6 Investments
PFSU Life Insurance Class 2012 — 2012
California Department of Insurance, Income Protection
American River College 2011 — 2011
Continueing Education, Nutrition
National Personal Training Institute 2008 — 2009
Diploma in, Personal Training & Nutrition
Financial Services July 2012 - Present
Skills
Team Motivator, Personal Training, Group Training, Fitness Training, exercise technique, Training, Nutritional Counseling, Boot Camp, Fitness, Nutrition, Toning, Weight Management, Finance, Retirement, Small Business, Wellness Coaching
Education
Kaplan Online University 2014 — 2015
Registered Principal, Series 26
Kaplan Online University 2013 — 2014
Registered Representative, Series 6 & Series 63
Test Teachers 2013 — 2014
Series 6 and 63, Series 6 Investments
PFSU Life Insurance Class 2012 — 2012
California Department of Insurance, Income Protection
American River College 2011 — 2011
Continueing Education, Nutrition
National Personal Training Institute 2008 — 2009
Diploma in, Personal Training & Nutrition
Michelle DeMarco PHR Michelle DeMarco PHR's Financial Services Experience January 2014 - Present
Job Professional Human Resources
Industry Retail
Experience
Financial Services January 2014 - Present
Nutley Park ShopRite March 2012 - February 2013
Diagnostica Stago Inc December 2009 - November 2011
Hunter Douglas Inc October 2000 - February 2009
Hunter Douglas Inc May 1996 - February 2009
Hunter Douglas Inc. October 2000 - October 2006
Hunter Douglas Inc. March 1997 - September 2000
Hunter Douglas Inc May 1996 - March 1997
Masada Security Inc December 1995 - March 1996
Ikegami Electronics (U.S.A) Inc June 1992 - December 1995
Skills
Human Resources, HRIS, Employee Benefits, Performance Management, Payroll, Training, Personnel Management, HR Policies, New Hire Orientations, Leadership, Management, Policy, Process Improvement, Analysis, Team Building, Employee Relations
Education
Columbia Southern University 2002 — 2008
BSBA, HR Management
Blomfield College
Financial Services January 2014 - Present
Nutley Park ShopRite March 2012 - February 2013
Diagnostica Stago Inc December 2009 - November 2011
Hunter Douglas Inc October 2000 - February 2009
Hunter Douglas Inc May 1996 - February 2009
Hunter Douglas Inc. October 2000 - October 2006
Hunter Douglas Inc. March 1997 - September 2000
Hunter Douglas Inc May 1996 - March 1997
Masada Security Inc December 1995 - March 1996
Ikegami Electronics (U.S.A) Inc June 1992 - December 1995
Skills
Human Resources, HRIS, Employee Benefits, Performance Management, Payroll, Training, Personnel Management, HR Policies, New Hire Orientations, Leadership, Management, Policy, Process Improvement, Analysis, Team Building, Employee Relations
Education
Columbia Southern University 2002 — 2008
BSBA, HR Management
Blomfield College
Ravi Gajula's Financial Services Experience May 1993 - Present
Job Entrepreneur, Finance Consultant
Industry Management Consulting
Experience
Financial Services May 1993 - Present
Skills
Management, Materials Management, Management Consulting, Cross-functional Team..., Supply Chain Management, SAP FICO, Project Portfolio..., CRM, Enterprise Architecture, Budgets, Business Transformation, ECC, Vendor Management, Team Building, Training, Change Management, Business Intelligence, Testing, IT Strategy, Outsourcing, Requirements Analysis, PMO, Strategy, Consulting, Program Management, Risk Management, Analysis, SAP ERP
Education
New York University - Leonard N. Stern School of Business
Master's Degree, Global Finance
Carnegie Mellon University
Master's Degree, Information Technology Management
Financial Services May 1993 - Present
Skills
Management, Materials Management, Management Consulting, Cross-functional Team..., Supply Chain Management, SAP FICO, Project Portfolio..., CRM, Enterprise Architecture, Budgets, Business Transformation, ECC, Vendor Management, Team Building, Training, Change Management, Business Intelligence, Testing, IT Strategy, Outsourcing, Requirements Analysis, PMO, Strategy, Consulting, Program Management, Risk Management, Analysis, SAP ERP
Education
New York University - Leonard N. Stern School of Business
Master's Degree, Global Finance
Carnegie Mellon University
Master's Degree, Information Technology Management
Claire Coddington's Financial Services Experience February 2015 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Financial Services February 2015 - Present
Brooksource March 2014 - January 2015
The Clarke Cooke House May 2013 - January 2014
CoastalVision June 2011 - January 2014
Comet Swimming Club April 2012 - September 2012
Pacific Experience June 2011 - December 2011
Council of International Education Exchange (CIEE) January 2010 - May 2010
Education
Occidental College 2007 — 2011
Bachelor of Arts (B.A.), Urban and Environmental Policy
Khon Kaen University 2010 — 2010
Semester Abroad, Development & Globalization
Financial Services February 2015 - Present
Brooksource March 2014 - January 2015
The Clarke Cooke House May 2013 - January 2014
CoastalVision June 2011 - January 2014
Comet Swimming Club April 2012 - September 2012
Pacific Experience June 2011 - December 2011
Council of International Education Exchange (CIEE) January 2010 - May 2010
Education
Occidental College 2007 — 2011
Bachelor of Arts (B.A.), Urban and Environmental Policy
Khon Kaen University 2010 — 2010
Semester Abroad, Development & Globalization
Bassel Hussayni, CFA Bassel Hussayni, CFA's Financial Services Experience 2004 - 2006
Job Director & Investment Counsellor at BMO Harris Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking January 2014 - Present
Mirabaud & Cie 2010 - 2014
BMO Financial Group 2007 - 2009
Title Trading 2006 - 2007
Financial Services 2004 - 2006
Skills
Equities, FX, Fixed Income, Derivatives, Sales, English, French, Arabic, FX Options, Bloomberg, Financial Markets, Options, Hedge Funds, Trading, Capital Markets, FX trading, Bonds, Equity Research, Equity Derivatives, Structured Products, Alternative Investments, Market Risk, FX Trading, Investments
Education
CFA Institute
CFA
CSI Institute
CSC, CPH, OLC, DFC, WME
Concordia University
B. Commerce, Finance
BMO Harris Private Banking January 2014 - Present
Mirabaud & Cie 2010 - 2014
BMO Financial Group 2007 - 2009
Title Trading 2006 - 2007
Financial Services 2004 - 2006
Skills
Equities, FX, Fixed Income, Derivatives, Sales, English, French, Arabic, FX Options, Bloomberg, Financial Markets, Options, Hedge Funds, Trading, Capital Markets, FX trading, Bonds, Equity Research, Equity Derivatives, Structured Products, Alternative Investments, Market Risk, FX Trading, Investments
Education
CFA Institute
CFA
CSI Institute
CSC, CPH, OLC, DFC, WME
Concordia University
B. Commerce, Finance
Brett A. Schaefer Brett A. Schaefer's Financial Services Experience February 2000 - Present
Job Senior Network Support Lead
Industry Financial Services
Experience
Financial Services February 2000 - Present
Skills
Disaster Recovery, Data Center, SDLC, Vendor Management, ITIL, Security, Enterprise Architecture, Microsoft Excel, Firewalls, Program Management, Microsoft Office, Network Security, Unix, IT Strategy, MS Project, Visio, Integration, Business Continuity, Business Analysis, Account Management, Project Management, Virtualization, Team Leadership, Customer Service, Troubleshooting, Process Improvement
Education
Chandler/Gilbert Community College
Financial Services February 2000 - Present
Skills
Disaster Recovery, Data Center, SDLC, Vendor Management, ITIL, Security, Enterprise Architecture, Microsoft Excel, Firewalls, Program Management, Microsoft Office, Network Security, Unix, IT Strategy, MS Project, Visio, Integration, Business Continuity, Business Analysis, Account Management, Project Management, Virtualization, Team Leadership, Customer Service, Troubleshooting, Process Improvement
Education
Chandler/Gilbert Community College
Yve Sullivan Yve Sullivan's Financial Services Experience March 2012 - April 2012
Job Vice President, Commercial Banking at The First National Bank of Long Island
Industry Financial Services
Experience
The First National Bank of Long Island April 2012 - Present
Financial Services March 2012 - April 2012
Capital One Bank August 2002 - March 2012
North Fork Bank August 2002 - 2008
Fleet Bank 1977 - 2001
Skills
Business Relationship..., Operational Efficiency, Sales and Marketing, Attention To Detail, Strong customer service..., Process oriented, Strong follow up skills, Ability to multitask, Multi Tasking, Customer Service, Commercial Lending, Credit, Financial Services, Financial Risk, Commercial Banking, Banking, Treasury Management, Portfolio Management, Small Business Lending, Cash Management, Program Management, Retail Banking
Education
Adelphi University
MBA, Banking and Finance
Adelphi University
•Summer Graduate Institute in Bank Management
Fairleigh Dickinson University
BA, Social Sciences
The First National Bank of Long Island April 2012 - Present
Financial Services March 2012 - April 2012
Capital One Bank August 2002 - March 2012
North Fork Bank August 2002 - 2008
Fleet Bank 1977 - 2001
Skills
Business Relationship..., Operational Efficiency, Sales and Marketing, Attention To Detail, Strong customer service..., Process oriented, Strong follow up skills, Ability to multitask, Multi Tasking, Customer Service, Commercial Lending, Credit, Financial Services, Financial Risk, Commercial Banking, Banking, Treasury Management, Portfolio Management, Small Business Lending, Cash Management, Program Management, Retail Banking
Education
Adelphi University
MBA, Banking and Finance
Adelphi University
•Summer Graduate Institute in Bank Management
Fairleigh Dickinson University
BA, Social Sciences
David Wheeland David Wheeland's Financial Services Experience February 1979 - Present
Job Elite Safe Money Advisor
Industry Financial Services
Experience
Financial Services February 1979 - Present
Center Street Securities 2011 - December 2013
Multi-Financial Securities 1999 - 2011
Merrill Lynch December 1980 - December 1985
Skills
Retirement, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Leadership, Marketing, Finance, Mutual Funds, Portfolio Management, Life Insurance, Financial Advisory, Protection, Strategic Financial..., Investments, Wealth Management, Entrepreneurship, 401k, Insurance, Wealth, Small Business, Estate Planning, Management, Business Development, Sales, Business Planning, Asset Management, Securities, Series 7, Portfolio Protection, Retirement Income..., Retirement Plans
Education
CSU Stanislaus
BA, Business
Fresno State University
Business
Patterson High School
Financial Services February 1979 - Present
Center Street Securities 2011 - December 2013
Multi-Financial Securities 1999 - 2011
Merrill Lynch December 1980 - December 1985
Skills
Retirement, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Leadership, Marketing, Finance, Mutual Funds, Portfolio Management, Life Insurance, Financial Advisory, Protection, Strategic Financial..., Investments, Wealth Management, Entrepreneurship, 401k, Insurance, Wealth, Small Business, Estate Planning, Management, Business Development, Sales, Business Planning, Asset Management, Securities, Series 7, Portfolio Protection, Retirement Income..., Retirement Plans
Education
CSU Stanislaus
BA, Business
Fresno State University
Business
Patterson High School
Daniel Hakimian Daniel Hakimian's Financial Services Experience 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services 2014 - Present
software March 2012 - 2014
Stop & Shop 2010 - 2011
Ed-Niel 2008 - 2009
ESPN Zone 2008 - 2008
Dollar King 2007 - 2007
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Social Media, Marketing, Leadership, Social Networking
Education
American University - Kogod School of Business 2004 — 2007
Bachelor's, Finance and Business Administration
Great Neck North High School 2000 — 2004
High School Diploma, (General)
Financial Services 2014 - Present
software March 2012 - 2014
Stop & Shop 2010 - 2011
Ed-Niel 2008 - 2009
ESPN Zone 2008 - 2008
Dollar King 2007 - 2007
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Social Media, Marketing, Leadership, Social Networking
Education
American University - Kogod School of Business 2004 — 2007
Bachelor's, Finance and Business Administration
Great Neck North High School 2000 — 2004
High School Diploma, (General)
Darrell T Darrell T's Financial Services Experience January 2015 - Present
Job AML Investigator
Industry Financial Services
Experience
Financial Services January 2015 - Present
N/A October 2005 - September 2014
Skills
Associate Pastor, Certified Youth Chaplain, Background Checks, Volunteer Management, Teaching, Public Speaking, Program Development, Private Investigations, PowerPoint, Policy Analysis, Nonprofits, Microsoft Word, Microsoft Office, Microsoft Excel, Merchandising, Leadership Development, Leadership, Investigation, Internal Investigations, Fundraising, Event Planning, Enforcement, Criminal Justice, Conflict Resolution, Community Outreach, Community Development
Education
John Jay College of Criminal Justice
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
Financial Services January 2015 - Present
N/A October 2005 - September 2014
Skills
Associate Pastor, Certified Youth Chaplain, Background Checks, Volunteer Management, Teaching, Public Speaking, Program Development, Private Investigations, PowerPoint, Policy Analysis, Nonprofits, Microsoft Word, Microsoft Office, Microsoft Excel, Merchandising, Leadership Development, Leadership, Investigation, Internal Investigations, Fundraising, Event Planning, Enforcement, Criminal Justice, Conflict Resolution, Community Outreach, Community Development
Education
John Jay College of Criminal Justice
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
Dean Boeving Dean Boeving's Financial Services Experience February 2000 - February 2004
Job On Time Investments Inc
Industry Financial Services
Experience
Banc Home Loans - A division of Banc of California September 2013 - Present
Equity Loans, LLC March 2013 - July 2013
Allied Mortgage Group July 2012 - February 2013
Vantage Point Bank and Financial Services May 2011 - June 2012
First Choice Bank November 2008 - April 2011
First Choice Bank November 2008 - April 2011
Atlantic Financial March 2004 - May 2008
Financial Services February 2000 - February 2004
Platinum Funding December 1995 - January 2000
Skills
Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Leadership, Residential Mortgages, Marketing, Refinance, FHA, Negotiation, Team Building, VA loans, Customer Service, Funding, Commercial Lending, USDA, Investment Properties, Banking, Real Estate, Finance, Selling, Sales Management, Sales, Investments, FHA financing, Reverse Mortgages, Commercial Mortgages, Construction Loans, Government Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, Referrals, Credit Analysis
Education
Chowan University
Banc Home Loans - A division of Banc of California September 2013 - Present
Equity Loans, LLC March 2013 - July 2013
Allied Mortgage Group July 2012 - February 2013
Vantage Point Bank and Financial Services May 2011 - June 2012
First Choice Bank November 2008 - April 2011
First Choice Bank November 2008 - April 2011
Atlantic Financial March 2004 - May 2008
Financial Services February 2000 - February 2004
Platinum Funding December 1995 - January 2000
Skills
Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Leadership, Residential Mortgages, Marketing, Refinance, FHA, Negotiation, Team Building, VA loans, Customer Service, Funding, Commercial Lending, USDA, Investment Properties, Banking, Real Estate, Finance, Selling, Sales Management, Sales, Investments, FHA financing, Reverse Mortgages, Commercial Mortgages, Construction Loans, Government Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, Referrals, Credit Analysis
Education
Chowan University
TOM PERRY TOM PERRY's Financial Services Experience June 1989 - Present
Job President at PIC Benefits Inc.
Industry Insurance
Experience
PIC Benefits Inc. January 2014 - Present
Financial Services June 1989 - Present
Dallas Mortgage Bankers Association January 2011 - December 2011
Coppell Chamber of Commerce August 2010 - November 2011
Reunion Mortgage July 2005 - October 2008
LoanCity June 2003 - April 2005
Wachovia / First Union National Bank July 1997 - June 2003
First Union National Bank / Centerbank December 1993 - July 1997
Flagstar Bank October 1992 - December 1993
Skills
Operations Management, Sales Management, Sales Skills Training, Mortgage Banking, Real Estate, Insurance, Mortgage, Mortgage Lending, Mortgage Servicing, Consulting, Loans, Selling, Credit, Leadership, Selling Skills, Underwriting, Banking, Process Improvement, Coaching, Loan Origination, Management, New Business Development, Business Analysis, Strategy, FHA, Sales, Residential Mortgages, Business Process, Risk Management, Financial Services, Training, Analysis, Business Development, Recruiting, Small Business, Executive Management, Investments, Loan Servicing, Financial Analysis, Portfolio Management, Finance, Financial Risk, Funding, Credit Analysis, Credit Risk
Education
Wayland Baptist University 1980 — 1983
BSOE, Business Admin w/minor in Management
Amarillo College 1978 — 1981
AS, Computer Science
Borger High School 1974 — 1978
High School Diploma, Basic Education
PIC Benefits Inc. January 2014 - Present
Financial Services June 1989 - Present
Dallas Mortgage Bankers Association January 2011 - December 2011
Coppell Chamber of Commerce August 2010 - November 2011
Reunion Mortgage July 2005 - October 2008
LoanCity June 2003 - April 2005
Wachovia / First Union National Bank July 1997 - June 2003
First Union National Bank / Centerbank December 1993 - July 1997
Flagstar Bank October 1992 - December 1993
Skills
Operations Management, Sales Management, Sales Skills Training, Mortgage Banking, Real Estate, Insurance, Mortgage, Mortgage Lending, Mortgage Servicing, Consulting, Loans, Selling, Credit, Leadership, Selling Skills, Underwriting, Banking, Process Improvement, Coaching, Loan Origination, Management, New Business Development, Business Analysis, Strategy, FHA, Sales, Residential Mortgages, Business Process, Risk Management, Financial Services, Training, Analysis, Business Development, Recruiting, Small Business, Executive Management, Investments, Loan Servicing, Financial Analysis, Portfolio Management, Finance, Financial Risk, Funding, Credit Analysis, Credit Risk
Education
Wayland Baptist University 1980 — 1983
BSOE, Business Admin w/minor in Management
Amarillo College 1978 — 1981
AS, Computer Science
Borger High School 1974 — 1978
High School Diploma, Basic Education
Anthony Rodriguez Anthony Rodriguez's Financial Services Experience September 2014 - March 2015
Job Manager IT Applications Enterprise Program Management (SAFE SCM)
Industry Financial Services
Experience
United Health Group - Optum February 2015 - Present
Financial Services September 2014 - March 2015
UnitedHealth Group September 2013 - September 2014
Verisk Analytics May 2013 - September 2013
NYSE Euronext August 2012 - April 2013
Western Union August 2011 - August 2012
Verisk Analytics July 2011 - August 2011
Western Union September 2008 - July 2011
Western Union January 2008 - September 2008
Western Union June 2007 - January 2008
Skills
Bilingual, Certified Scrum Master..., Agile Project Management, Operations Management, Mortgage Banking, Banking Operations, Money Transfer, Product Life Cycle..., Financial Operations, Change Management, Production Planning, Product Development, Software Project..., Project Planning, Core Banking, Product Lifecycle..., Electronic Funds..., Agile Methodologies, Program Management, Scrum, PMP, Project Portfolio..., Business Process..., Process Improvement, SDLC, CRM, PMO, Disaster Recovery, Project Management, Waterfall, Business Analysis, Software Development, Business Requirements, Management, Requirements Analysis, Vendor Management, E-commerce, IT Strategy, Databases, Leadership, IT Management, SQL, Business Process, Requirements Gathering, Integration, Resource Management, Enterprise Architecture, Service Delivery, SharePoint, Business Intelligence
Education
Dover Business College 1990 — 1992
Certified, Electronic Technician - Computer Operations
Bergen Community College
Associates, Computer Science
United Health Group - Optum February 2015 - Present
Financial Services September 2014 - March 2015
UnitedHealth Group September 2013 - September 2014
Verisk Analytics May 2013 - September 2013
NYSE Euronext August 2012 - April 2013
Western Union August 2011 - August 2012
Verisk Analytics July 2011 - August 2011
Western Union September 2008 - July 2011
Western Union January 2008 - September 2008
Western Union June 2007 - January 2008
Skills
Bilingual, Certified Scrum Master..., Agile Project Management, Operations Management, Mortgage Banking, Banking Operations, Money Transfer, Product Life Cycle..., Financial Operations, Change Management, Production Planning, Product Development, Software Project..., Project Planning, Core Banking, Product Lifecycle..., Electronic Funds..., Agile Methodologies, Program Management, Scrum, PMP, Project Portfolio..., Business Process..., Process Improvement, SDLC, CRM, PMO, Disaster Recovery, Project Management, Waterfall, Business Analysis, Software Development, Business Requirements, Management, Requirements Analysis, Vendor Management, E-commerce, IT Strategy, Databases, Leadership, IT Management, SQL, Business Process, Requirements Gathering, Integration, Resource Management, Enterprise Architecture, Service Delivery, SharePoint, Business Intelligence
Education
Dover Business College 1990 — 1992
Certified, Electronic Technician - Computer Operations
Bergen Community College
Associates, Computer Science
Jacki Katz Jacki Katz's Financial Services Experience February 2010 - September 2013
Job Mortgage Consultant
Industry Financial Services
Experience
Mortgage Banker/Broker September 2013 - Present
Financial Services February 2010 - September 2013
First Magnus Financial January 2006 - November 2009
Skills
Real Estate, Customer Service, Mortgage Lending, Finance, Sales, Negotiation, Marketing, Investment Properties, Management, Real Estate Transactions, Financial Analysis, Short Sales, First Time Home Buyers, Loan Origination
Education
City University of New York-Hunter College 1970 — 1974
BA, Speech & Dramatics, Marketing
Mortgage Banker/Broker September 2013 - Present
Financial Services February 2010 - September 2013
First Magnus Financial January 2006 - November 2009
Skills
Real Estate, Customer Service, Mortgage Lending, Finance, Sales, Negotiation, Marketing, Investment Properties, Management, Real Estate Transactions, Financial Analysis, Short Sales, First Time Home Buyers, Loan Origination
Education
City University of New York-Hunter College 1970 — 1974
BA, Speech & Dramatics, Marketing
Fei Lu Fang's Financial Services Experience October 2008 - Present
Job Trader at Financial Services
Industry Financial Services
Experience
Financial Services October 2008 - Present
Financial Services January 2007 - October 2008
Skills
Bloomberg, Hedge Funds, Equities, Trading, Portfolio Management, FX Options
Education
Cornell University
Financial Services October 2008 - Present
Financial Services January 2007 - October 2008
Skills
Bloomberg, Hedge Funds, Equities, Trading, Portfolio Management, FX Options
Education
Cornell University
Pankaj Trifale's Financial Services Experience August 2008 - November 2011
Job Lead Data Architect at Geisinger Health System
Industry Information Technology and Services
Experience
Geisinger Health System June 2013 - Present
Pixel Systems inc November 2004 - March 2013
Financial Services August 2008 - November 2011
Health Care April 2006 - February 2008
Medical device Manufacturing November 2005 - March 2006
Health Insurance November 2004 - November 2005
Global Financial Institution February 2003 - October 2004
Iflex Solution inc September 1999 - October 2004
CMC Ltd July 1997 - September 1999
Logistics Systems December 1996 - June 1997
Skills
Integration, Business Analysis, Business Intelligence, Data Warehousing, Data Modeling, ETL, IT Service Management, Database Design, IT Strategy, Enterprise Architecture, PL/SQL, SDLC, SQL, Software Project..., SOA, Master Data Management, PMP, Software Development, Unix, IT Management, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Pre-sales, Java Enterprise Edition, Solution Architecture, Requirements Gathering, Requirements Analysis, Databases, Systems Analysis, Oracle, PMO, Business Requirements, SharePoint, Data Migration, Data Warehouse..., Websphere, Informatica, Data Integration, Enterprise Software, Business Process, ERP, Business Process Design, Architectures
Education
Amravati University 1991 — 1995
BE, Computer Science and Engineering
Geisinger Health System June 2013 - Present
Pixel Systems inc November 2004 - March 2013
Financial Services August 2008 - November 2011
Health Care April 2006 - February 2008
Medical device Manufacturing November 2005 - March 2006
Health Insurance November 2004 - November 2005
Global Financial Institution February 2003 - October 2004
Iflex Solution inc September 1999 - October 2004
CMC Ltd July 1997 - September 1999
Logistics Systems December 1996 - June 1997
Skills
Integration, Business Analysis, Business Intelligence, Data Warehousing, Data Modeling, ETL, IT Service Management, Database Design, IT Strategy, Enterprise Architecture, PL/SQL, SDLC, SQL, Software Project..., SOA, Master Data Management, PMP, Software Development, Unix, IT Management, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Pre-sales, Java Enterprise Edition, Solution Architecture, Requirements Gathering, Requirements Analysis, Databases, Systems Analysis, Oracle, PMO, Business Requirements, SharePoint, Data Migration, Data Warehouse..., Websphere, Informatica, Data Integration, Enterprise Software, Business Process, ERP, Business Process Design, Architectures
Education
Amravati University 1991 — 1995
BE, Computer Science and Engineering
Katia Alves-Edgar Katia Alves-Edgar's Financial Services Experience 2002 - 2003
Job Portuguese Translator & Moderator at MeetMe
Industry Internet
Experience
MeetMe February 2013 - April 2015
The UPS Store October 2010 - February 2013
Mealey's Furniture 2008 - 2009
Financial Services 2002 - 2003
Escritorio Contabil (Accounting Services) January 2001 - January 2002
Skills
Social Networking, Online Advertising, Customer Service, Social Media, Leadership, Microsoft Office, Sales, Content Management, Retail, Logistics, Photoshop, Digital Media, English, Translation, User Experience, Microsoft Word, JIRA, Smartling, Salesforce.com, POS, CMS, Brazilian Portuguese, Online Moderation, Illustrator, New Media, Proofreading, Mobile Applications, CRM, Spanish, HTML, CSS, Community Management, a, Bookkeeping, Classroom, Digital Strategy, Environmental Awareness, Film Production, Graphics, Hardware, Software Documentation, Networking, Troubleshooting, Content Strategy, Java
Education
Southern New Hampshire University
B.Sc IT in Database Management
Southern New Hampshire University
AS in Business Administration/International Management
Bucks County Community College
Facol University
Business Administration
MeetMe February 2013 - April 2015
The UPS Store October 2010 - February 2013
Mealey's Furniture 2008 - 2009
Financial Services 2002 - 2003
Escritorio Contabil (Accounting Services) January 2001 - January 2002
Skills
Social Networking, Online Advertising, Customer Service, Social Media, Leadership, Microsoft Office, Sales, Content Management, Retail, Logistics, Photoshop, Digital Media, English, Translation, User Experience, Microsoft Word, JIRA, Smartling, Salesforce.com, POS, CMS, Brazilian Portuguese, Online Moderation, Illustrator, New Media, Proofreading, Mobile Applications, CRM, Spanish, HTML, CSS, Community Management, a, Bookkeeping, Classroom, Digital Strategy, Environmental Awareness, Film Production, Graphics, Hardware, Software Documentation, Networking, Troubleshooting, Content Strategy, Java
Education
Southern New Hampshire University
B.Sc IT in Database Management
Southern New Hampshire University
AS in Business Administration/International Management
Bucks County Community College
Facol University
Business Administration
Andre Phillip Andre Phillip's Financial Services Experience November 2002 - Present
Job Sales Manager
Industry Financial Services
Experience
Financial Services November 2002 - Present
Skills
Marketing, Marketing Strategy, Team Building, Business Development, Mortgage Lending, FHA, Loans, Banking, Leadership, Credit, Strategic Planning, New Business Development, Coaching, Financial Services, Business Planning, Public Speaking, Outlook, Team Leadership, Small Business, Sales, Customer Service, Training, Management, Social Media, Entrepreneurship, Financial Analysis, Negotiation, Leadership Development, Account Management, Social Media Marketing, Advertising, Sales Management, Strategy, Social Networking, Selling, Finance, Time Management, Real Estate, Risk Management, Start-ups
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance, General
Financial Services November 2002 - Present
Skills
Marketing, Marketing Strategy, Team Building, Business Development, Mortgage Lending, FHA, Loans, Banking, Leadership, Credit, Strategic Planning, New Business Development, Coaching, Financial Services, Business Planning, Public Speaking, Outlook, Team Leadership, Small Business, Sales, Customer Service, Training, Management, Social Media, Entrepreneurship, Financial Analysis, Negotiation, Leadership Development, Account Management, Social Media Marketing, Advertising, Sales Management, Strategy, Social Networking, Selling, Finance, Time Management, Real Estate, Risk Management, Start-ups
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance, General
Kristina Brackett Kristina Brackett's Financial Services Experience 2004 - 2006
Job Lactation Counselor
Industry Government Administration
Experience
Hennepin County 2010 - Present
Exultate Chamber Choir and Orchestra September 2013 - June 2015
Self Employed July 2013 - 2013
Financial Services 2004 - 2006
University of Minnesota Medical Center, Fairview 2002 - 2005
Skills
Community Outreach, Event Planning, Program Development, Nonprofits, Public Policy, Lactation, Attachment Parenting, Parent Coaching, File Management, Social Services, Customer Service, Social Networking, Social Media, Nutrition, Infant Nutrition, Teaching, Public Speaking, Healthcare
Education
Augsburg College 1999 — 2001
BS, Psychology
Normandale 1989 — 2003
Music, Music Performance, General
Hennepin County 2010 - Present
Exultate Chamber Choir and Orchestra September 2013 - June 2015
Self Employed July 2013 - 2013
Financial Services 2004 - 2006
University of Minnesota Medical Center, Fairview 2002 - 2005
Skills
Community Outreach, Event Planning, Program Development, Nonprofits, Public Policy, Lactation, Attachment Parenting, Parent Coaching, File Management, Social Services, Customer Service, Social Networking, Social Media, Nutrition, Infant Nutrition, Teaching, Public Speaking, Healthcare
Education
Augsburg College 1999 — 2001
BS, Psychology
Normandale 1989 — 2003
Music, Music Performance, General
Markus J. Rutz Markus J. Rutz's Financial Services Experience 1998 - 2015
Job Musician trumpet & composition
Industry Music
Experience
Music May 1993 - Present
financial services 1998 - 2015
Skills
Music, Composition, Trumpet, Band, Music Theory, Music Education, Songwriting, Orchestral Music, Piano, Jazz, Classical, Blues, Keyboards, Orchestration, Ensemble
Education
University of New Orleans 1990 — 1993
BA Music, Jazz
University of Wisconsin-Madison 1987 — 1989
Music
Berklee College of Music 1988 — 1988
Music May 1993 - Present
financial services 1998 - 2015
Skills
Music, Composition, Trumpet, Band, Music Theory, Music Education, Songwriting, Orchestral Music, Piano, Jazz, Classical, Blues, Keyboards, Orchestration, Ensemble
Education
University of New Orleans 1990 — 1993
BA Music, Jazz
University of Wisconsin-Madison 1987 — 1989
Music
Berklee College of Music 1988 — 1988
Fred Kaynor's Financial Services Experience 2014 - Present
Job Vice President Marketing and Business Development
Industry Financial Services
Experience
Financial Services 2014 - Present
MasterCard 2006 - 2014
MasterCard 2004 - 2006
MasterCard 2002 - 2004
Visa 2000 - 2002
Visa 1997 - 2000
Visa 1993 - 1997
Ketchum Advertising 1989 - 1991
Young & Rubicam 1987 - 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Financial Services, Payments, Relationship Management, Account Management, CRM, E-commerce, Customer Acquisition, Program Management, Product Development, Marketing, Vendor Management, Marketing Management, Mobile Devices, Integrated Marketing, Business Analysis, Business Strategy, Mobile Payments, Competitive Analysis, Customer Marketing, Sponsorship, Cards, Integration, Multi-channel Marketing, Direct Marketing, Loyalty Programs, Product Marketing, Cross-functional Team..., Business Development, Payment Systems, Debit Cards, Customer Insight, Credit Cards, New Business Development, Strategic Planning, Market Research, Portfolio Management, Banking, Electronic Payments, Digital Marketing, Segmentation, Analytics, Payment Cards
Education
Boston College
B.A.
Financial Services 2014 - Present
MasterCard 2006 - 2014
MasterCard 2004 - 2006
MasterCard 2002 - 2004
Visa 2000 - 2002
Visa 1997 - 2000
Visa 1993 - 1997
Ketchum Advertising 1989 - 1991
Young & Rubicam 1987 - 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Financial Services, Payments, Relationship Management, Account Management, CRM, E-commerce, Customer Acquisition, Program Management, Product Development, Marketing, Vendor Management, Marketing Management, Mobile Devices, Integrated Marketing, Business Analysis, Business Strategy, Mobile Payments, Competitive Analysis, Customer Marketing, Sponsorship, Cards, Integration, Multi-channel Marketing, Direct Marketing, Loyalty Programs, Product Marketing, Cross-functional Team..., Business Development, Payment Systems, Debit Cards, Customer Insight, Credit Cards, New Business Development, Strategic Planning, Market Research, Portfolio Management, Banking, Electronic Payments, Digital Marketing, Segmentation, Analytics, Payment Cards
Education
Boston College
B.A.
Bonnie Heath, CLTC Bonnie Heath, CLTC's Financial Services Experience November 2012 - Present
Job Insurance agent
Industry Insurance
Experience
Financial Services November 2012 - Present
Education
Andrews University 1984 — 1986
M.S., Educational psychology
Financial Services November 2012 - Present
Education
Andrews University 1984 — 1986
M.S., Educational psychology
Cameron Keziah Cameron Keziah's Financial Services Experience June 2008 - August 2009
Job Executive Director at Forest Ridge Assisted Living
Industry Medical Practice
Experience
Forest Ridge Assisted Living July 2014 - Present
Deerfield Ridge & Forest Ridge Assisted Living January 2014 - July 2014
Forest Ridge Assisted Living March 2011 - January 2014
Maxim Healthcare Services March 2010 - March 2011
Financial Services June 2008 - August 2009
Nautica of Blowing Rock April 2005 - June 2008
Skills
Program Management, Marketing, Leadership, Community Development, Entrepreneurship, Healthcare, Public Relations, Fundraising, Customer Service, Community Outreach, Public Speaking
Education
Appalachian State University 2002 — 2006
BS Communication, Public Relations
Monroe High School 1998 — 2002
College Prep
Forest Ridge Assisted Living July 2014 - Present
Deerfield Ridge & Forest Ridge Assisted Living January 2014 - July 2014
Forest Ridge Assisted Living March 2011 - January 2014
Maxim Healthcare Services March 2010 - March 2011
Financial Services June 2008 - August 2009
Nautica of Blowing Rock April 2005 - June 2008
Skills
Program Management, Marketing, Leadership, Community Development, Entrepreneurship, Healthcare, Public Relations, Fundraising, Customer Service, Community Outreach, Public Speaking
Education
Appalachian State University 2002 — 2006
BS Communication, Public Relations
Monroe High School 1998 — 2002
College Prep
Cheryl Mallard Cheryl Mallard's Financial Services Experience February 2004 - September 2013
Job VP Contingency Planning Services at CastleGarde, Inc.
Industry Financial Services
Experience
CastleGarde, Inc. September 2013 - Present
Financial Services February 2004 - September 2013
Skills
Vendor Management, IT Operations, Business Analysis, IT Strategy, SDLC, Disaster Recovery, Customer Service, IT Management, Leadership, PMO, Risk Management, Enterprise Architecture, Banking, Management, Team Building, Strategic Planning, Business Continuity, Project Management
Education
Walsh College
Master of Business Administration (MBA), Strategic Leadership
Central Michigan University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
CastleGarde, Inc. September 2013 - Present
Financial Services February 2004 - September 2013
Skills
Vendor Management, IT Operations, Business Analysis, IT Strategy, SDLC, Disaster Recovery, Customer Service, IT Management, Leadership, PMO, Risk Management, Enterprise Architecture, Banking, Management, Team Building, Strategic Planning, Business Continuity, Project Management
Education
Walsh College
Master of Business Administration (MBA), Strategic Leadership
Central Michigan University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jessika Baptist Jessika Baptist's Financial Services Experience April 2004 - May 2013
Job Personal Wealth Coach, Motivational Speaker, Author
Industry Professional Training & Coaching
Experience
Life Coaching May 2013 - Present
Production Management May 2013 - May 2014
Trade Show Coordination and Exhibition September 2013 - March 2014
Apparel Production December 2012 - July 2013
Financial Services April 2004 - May 2013
Retail September 2000 - May 2004
Skills
Coaching, Team Building, Public Speaking, Management Consulting, Market Research, Customer Service, Negotiation, Project Management, Marketing Strategy, Social Media, Sourcing, Banking, Employee Training, Training, Business Strategy, Leadership Development, Staff Development, Leadership, Organizational..., Marketing, Team Leadership, Sales, Management
Education
Berkeley College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Fashion Marketing and Management
Life Coaching May 2013 - Present
Production Management May 2013 - May 2014
Trade Show Coordination and Exhibition September 2013 - March 2014
Apparel Production December 2012 - July 2013
Financial Services April 2004 - May 2013
Retail September 2000 - May 2004
Skills
Coaching, Team Building, Public Speaking, Management Consulting, Market Research, Customer Service, Negotiation, Project Management, Marketing Strategy, Social Media, Sourcing, Banking, Employee Training, Training, Business Strategy, Leadership Development, Staff Development, Leadership, Organizational..., Marketing, Team Leadership, Sales, Management
Education
Berkeley College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Fashion Marketing and Management
Rena Scheinhartz Rena Scheinhartz's Financial Services Experience 1994 - 2005
Job Songwriter
Industry Music
Experience
Barbara's Hand-Made Cookie Pies June 2013 - Present
Direct Success March 2014 - November 2014
Life Without Limits January 2012 - August 2013
Retreat, LLC 2005 - 2012
Financial Services 1994 - 2005
Skills
Ingredients, Financial Services, Cookies, Entrepreneurship, Finance, Cookie Pie, Handmade Desserts, Sales Consultant, Songwriting, Financial Markets, Alternative Medicine, Energy Healing, Healing, Hands on Healing, Astrology, Numerology, Customer Service, Management, Operations, Music
Education
Monmouth University
BSW, Social Work
Brookdale Community College
Associate of Arts (AA), Business Administration and Management, General
Barbara's Hand-Made Cookie Pies June 2013 - Present
Direct Success March 2014 - November 2014
Life Without Limits January 2012 - August 2013
Retreat, LLC 2005 - 2012
Financial Services 1994 - 2005
Skills
Ingredients, Financial Services, Cookies, Entrepreneurship, Finance, Cookie Pie, Handmade Desserts, Sales Consultant, Songwriting, Financial Markets, Alternative Medicine, Energy Healing, Healing, Hands on Healing, Astrology, Numerology, Customer Service, Management, Operations, Music
Education
Monmouth University
BSW, Social Work
Brookdale Community College
Associate of Arts (AA), Business Administration and Management, General
Ron Holte Ron Holte's Financial Services Experience March 1969 - Present
Job Financial Consultant
Industry Financial Services
Experience
Financial Services March 1969 - Present
US GAO December 1961 - March 1969
Skills
Strategic Financial..., Risk Management, Microsoft Office, Retirement Planning, Strategic Planning, Project Planning, Public Speaking, Estate Planning, Coaching, Retirement, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Finance, Stockbroker
Education
CSU Sacramento 1969 — 1972
MBA, Finance/Management
Golden Gate Univ/CSU Sacramento 1959 — 1972
BS Accounting-MBA Financial Management, Accounting and Business/Management
Financial Services March 1969 - Present
US GAO December 1961 - March 1969
Skills
Strategic Financial..., Risk Management, Microsoft Office, Retirement Planning, Strategic Planning, Project Planning, Public Speaking, Estate Planning, Coaching, Retirement, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Asset Allocation, Investment Advisory, Mutual Funds, Wealth Management, Finance, Stockbroker
Education
CSU Sacramento 1969 — 1972
MBA, Finance/Management
Golden Gate Univ/CSU Sacramento 1959 — 1972
BS Accounting-MBA Financial Management, Accounting and Business/Management
James Lugo James Lugo's Financial Services Experience October 2008 - September 2013
Job Financial Analyst
Industry Financial Services
Experience
King County Sheriff's Office October 2013 - Present
Financial Services October 2008 - September 2013
Arizona Training and Evaluation Center May 2005 - October 2008
Skills
Public Speaking, Social Media, Series 63, Training, Client Services, Financial Advisory, Series 6, Term Life Insurance, Public Policy, Risk Management, Financial Analysis, Event Management, Special Events, Budgets, Management, Communication, Cash Management, Fraud Analysis, Oracle, PeopleSoft, Procurement, Invoice Processing, Health Insurance, New Business Development, Comparative Politics, Behavior Modification, Wellness Coaching, Investments, Mutual Funds, Securities, Accounting, Finance, Analysis, Podcasting, Reform, Audio Casting, Government Reform
Education
Arizona State University 2005 — 2007
B.A, Communication Studies
Glendale Community College 2001 — 2004
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
King County Sheriff's Office October 2013 - Present
Financial Services October 2008 - September 2013
Arizona Training and Evaluation Center May 2005 - October 2008
Skills
Public Speaking, Social Media, Series 63, Training, Client Services, Financial Advisory, Series 6, Term Life Insurance, Public Policy, Risk Management, Financial Analysis, Event Management, Special Events, Budgets, Management, Communication, Cash Management, Fraud Analysis, Oracle, PeopleSoft, Procurement, Invoice Processing, Health Insurance, New Business Development, Comparative Politics, Behavior Modification, Wellness Coaching, Investments, Mutual Funds, Securities, Accounting, Finance, Analysis, Podcasting, Reform, Audio Casting, Government Reform
Education
Arizona State University 2005 — 2007
B.A, Communication Studies
Glendale Community College 2001 — 2004
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Dora Stefanova Dora Stefanova's Financial Services Experience September 2015 - Present
Job Information Services Analyst
Industry Information Technology and Services
Experience
Financial Services September 2015 - Present
Wells Fargo May 2015 - August 2015
1&1 Internet AG May 2012 - August 2014
Aeroplan March 2010 - August 2011
Aeroplan May 2006 - March 2010
Aeroplan May 2004 - March 2010
Vecotron Ltd, Wiesbaden Commerce Ltd August 1997 - September 2000
Skills
Analytics, Business Intelligence, Data Analysis, Data Mining, Analysis, Predictive Modeling, Segmentation, Business Analytics, SAS, Business Analysis, SQL, Database Marketing, Loyalty Marketing, Data Warehousing, Predictive Analytics, Business Objects, Microsoft Office, Statistical Modeling, Strategy, Visio, Six Sigma, Project Management, Data Modeling, Business Process..., Direct Marketing, Microsoft Word, SAS/SQL, Angoss, MapInfo, Crystal Ball, Minitab, Tableau, Visual Basic, HTML, Financial Analysis, Accounting, Statistics, Word, Financial Reporting, Problem Solving, Decision Trees, Forecasting, Optimization, Database Management, Logistic Regression, Requirements Analysis, Customer Analytics, Modeling, Retail, QlikView
Education
Concordia University 2002 — 2006
B.Comm with Distinction, MIS, 3.78
University of National and World Economy, Sofia, Bulgaria 1994 — 1999
Masters, Accounting
Financial Services September 2015 - Present
Wells Fargo May 2015 - August 2015
1&1 Internet AG May 2012 - August 2014
Aeroplan March 2010 - August 2011
Aeroplan May 2006 - March 2010
Aeroplan May 2004 - March 2010
Vecotron Ltd, Wiesbaden Commerce Ltd August 1997 - September 2000
Skills
Analytics, Business Intelligence, Data Analysis, Data Mining, Analysis, Predictive Modeling, Segmentation, Business Analytics, SAS, Business Analysis, SQL, Database Marketing, Loyalty Marketing, Data Warehousing, Predictive Analytics, Business Objects, Microsoft Office, Statistical Modeling, Strategy, Visio, Six Sigma, Project Management, Data Modeling, Business Process..., Direct Marketing, Microsoft Word, SAS/SQL, Angoss, MapInfo, Crystal Ball, Minitab, Tableau, Visual Basic, HTML, Financial Analysis, Accounting, Statistics, Word, Financial Reporting, Problem Solving, Decision Trees, Forecasting, Optimization, Database Management, Logistic Regression, Requirements Analysis, Customer Analytics, Modeling, Retail, QlikView
Education
Concordia University 2002 — 2006
B.Comm with Distinction, MIS, 3.78
University of National and World Economy, Sofia, Bulgaria 1994 — 1999
Masters, Accounting
Christopher Finegan Christopher Finegan's Financial Services Experience May 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services May 2011 - Present
Sweet Lorraine's November 2008 - March 2010
P.F. Chang's China Bistro October 2007 - November 2008
Iron Hill Brewery & Restaurant May 2005 - October 2007
Evangelista's August 2004 - May 2005
Education
Montclair State University 1998 — 2001
BA, Philosophy
County College of Morris 1997 — 1998
Philosophy
Villanova University 1994 — 1996
Liberal Arts
Hanover Park High School 1990 — 1994
Financial Services May 2011 - Present
Sweet Lorraine's November 2008 - March 2010
P.F. Chang's China Bistro October 2007 - November 2008
Iron Hill Brewery & Restaurant May 2005 - October 2007
Evangelista's August 2004 - May 2005
Education
Montclair State University 1998 — 2001
BA, Philosophy
County College of Morris 1997 — 1998
Philosophy
Villanova University 1994 — 1996
Liberal Arts
Hanover Park High School 1990 — 1994
Tony DeLisi Tony DeLisi's Financial Services Experience June 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services June 2012 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
Novartis December 2008 - February 2010
Cedar St. Garden Center March 1994 - February 2008
XStream Systems, Inc. May 2007 - January 2008
Schering-Plough Animal Health May 1995 - December 2005
Chiron Corp. 1992 - 1995
Abbott Laboratories 1990 - 1992
Pfizer 1982 - 1991
Skills
Strategic Financial..., Key Account Management, Strategic Planning, Customer Service, Business Planning, Market Planning, Sales Operations, Forecasting, Sales, Account Management, Leadership, Management, Marketing, Cold Calling, Negotiation, Program Management, New Business Development, Selling, Marketing Strategy, Project Planning, Retail, Start-ups, Sales Presentations, Finance, Small Business, Cross-functional Team..., Sales Management, Strategy, Inventory Management, Investments, Business Development, Executive Management, Human Resources, Pricing, Team Building, Budgets, CRM, Business Strategy, Financial Analysis, Training, Pharmaceutical Industry, Team Leadership, Pharmaceutical Sales, Public Speaking, Product Launch, Coaching
Education
Cardinal Stritch University 1989 — 1991
M.S., Business Administration
Saint John's University 1976 — 1980
B.S., Business Administration
Benilde-St. Margaret's 1972 — 1976
High School Diploma - College Prep
Financial Services June 2012 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
Novartis December 2008 - February 2010
Cedar St. Garden Center March 1994 - February 2008
XStream Systems, Inc. May 2007 - January 2008
Schering-Plough Animal Health May 1995 - December 2005
Chiron Corp. 1992 - 1995
Abbott Laboratories 1990 - 1992
Pfizer 1982 - 1991
Skills
Strategic Financial..., Key Account Management, Strategic Planning, Customer Service, Business Planning, Market Planning, Sales Operations, Forecasting, Sales, Account Management, Leadership, Management, Marketing, Cold Calling, Negotiation, Program Management, New Business Development, Selling, Marketing Strategy, Project Planning, Retail, Start-ups, Sales Presentations, Finance, Small Business, Cross-functional Team..., Sales Management, Strategy, Inventory Management, Investments, Business Development, Executive Management, Human Resources, Pricing, Team Building, Budgets, CRM, Business Strategy, Financial Analysis, Training, Pharmaceutical Industry, Team Leadership, Pharmaceutical Sales, Public Speaking, Product Launch, Coaching
Education
Cardinal Stritch University 1989 — 1991
M.S., Business Administration
Saint John's University 1976 — 1980
B.S., Business Administration
Benilde-St. Margaret's 1972 — 1976
High School Diploma - College Prep
Cheri Blair Cheri Blair's Financial Services Experience August 1994 - Present
Job Financial Advisor at Michael Lucia and Associates
Industry Financial Services
Experience
Michael Lucia and Associates February 2011 - Present
Financial Services August 1994 - Present
MetLife August 1994 - September 2008
MetLife Financial August 1994 - September 2008
Skills
Retirement Planning, Fixed Annuities, Series 6, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Securities, Investments, Insurance, Retirement, Asset Managment, IRAs, Roth IRA, 401k, Wealth Accumulation, Uniform Combined State..., Asset Management, Disability Insurance, Life Insurance, Asset Allocation, Long-term Care, Financial Advisory, Mutual Funds, Wealth, Alternative Investments, Whole Life, Finance, Universal Life, Variable Annuities, Term Life Insurance, College Savings Plans, 401k Rollovers, Indexed Annuities, Financial Planners, Wealth Management..., Income Protection, Personal Financial..., Portfolio Management, ETFs, FINRA, Long Term Care Insurance, Wealth Preservation..., Series 65, Financial Planning
Education
Chapman University
BA
Michael Lucia and Associates February 2011 - Present
Financial Services August 1994 - Present
MetLife August 1994 - September 2008
MetLife Financial August 1994 - September 2008
Skills
Retirement Planning, Fixed Annuities, Series 6, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Securities, Investments, Insurance, Retirement, Asset Managment, IRAs, Roth IRA, 401k, Wealth Accumulation, Uniform Combined State..., Asset Management, Disability Insurance, Life Insurance, Asset Allocation, Long-term Care, Financial Advisory, Mutual Funds, Wealth, Alternative Investments, Whole Life, Finance, Universal Life, Variable Annuities, Term Life Insurance, College Savings Plans, 401k Rollovers, Indexed Annuities, Financial Planners, Wealth Management..., Income Protection, Personal Financial..., Portfolio Management, ETFs, FINRA, Long Term Care Insurance, Wealth Preservation..., Series 65, Financial Planning
Education
Chapman University
BA
Daniel Segal, CFA, FRM Daniel Segal, CFA, FRM's Financial Services Experience April 1996 - April 2002
Job Equity Portfolio Management
Industry Investment Management
Experience
Hartford Investment Management Co. (HIMCO) July 2015 - Present
Hartford Investment Management January 2006 - June 2015
ING Investment Management May 2002 - January 2006
Financial Services April 1996 - April 2002
The Hartford April 1995 - March 1996
Sikorsky Aircraft August 1991 - March 1995
Skills
Asset Management, Portfolio Management, Quantitative Analysis, Statistics, Equities, Derivatives, Risk Management, Trading Technology, Business Analysis, Business Intelligence, MarketQA, ThomsonQA, Bloomberg, Numerix, SQL Server, Excel, SQL, .NET, C#, VBA, Visual Basic, Access, Asset Managment, Microsoft Excel, Microsoft SQL Server, Analysis, Financial Modeling, Private Equity, Emerging Markets, Valuation, Investments, SDLC
Education
University of Hartford 2006 — 2007
Mathematics
Fairfield University 1993 — 1994
MS, Finance (incomplete)
Bryant University 1987 — 1991
BS, Business Administration
Hartford Investment Management Co. (HIMCO) July 2015 - Present
Hartford Investment Management January 2006 - June 2015
ING Investment Management May 2002 - January 2006
Financial Services April 1996 - April 2002
The Hartford April 1995 - March 1996
Sikorsky Aircraft August 1991 - March 1995
Skills
Asset Management, Portfolio Management, Quantitative Analysis, Statistics, Equities, Derivatives, Risk Management, Trading Technology, Business Analysis, Business Intelligence, MarketQA, ThomsonQA, Bloomberg, Numerix, SQL Server, Excel, SQL, .NET, C#, VBA, Visual Basic, Access, Asset Managment, Microsoft Excel, Microsoft SQL Server, Analysis, Financial Modeling, Private Equity, Emerging Markets, Valuation, Investments, SDLC
Education
University of Hartford 2006 — 2007
Mathematics
Fairfield University 1993 — 1994
MS, Finance (incomplete)
Bryant University 1987 — 1991
BS, Business Administration
Osbaldo Martinez Jr. Osbaldo Martinez Jr.'s Financial Services Experience January 2013 - May 2014
Job Finance Intern at NYC Human Resources Administration
Industry Financial Services
Experience
NYC Human Resources Administration September 2015 - Present
Switch Tech Shop December 2012 - October 2015
The Lamb's Refugio September 2014 - July 2015
Coldwell Banker Real Estate May 2014 - August 2014
Financial Services January 2013 - May 2014
Skills
Financial Services, Financial Analysis, Investment Advisory, Retirement Planning, Finance, Equity Trading, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor of Arts (B.A.), Finance, General
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
NYC Human Resources Administration September 2015 - Present
Switch Tech Shop December 2012 - October 2015
The Lamb's Refugio September 2014 - July 2015
Coldwell Banker Real Estate May 2014 - August 2014
Financial Services January 2013 - May 2014
Skills
Financial Services, Financial Analysis, Investment Advisory, Retirement Planning, Finance, Equity Trading, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor of Arts (B.A.), Finance, General
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
Ed McGeady Ed McGeady's Financial Services Experience 2004 - 2007
Job Engineering Leadership Recruiter/Sourcer at Google
Industry Computer Software
Experience
Google April 2012 - Present
The Huffington Post January 2012 - April 2012
Google January 2011 - 2012
The ExecuSearch Group 2009 - December 2010
At-Tech 2007 - November 2009
Financial Services 2004 - 2007
Skills
Technical Recruiting, Sourcing, Recruiting
Education
California State University-Los Angeles
Bachelor of Science, Business/Managerial Economics
Google April 2012 - Present
The Huffington Post January 2012 - April 2012
Google January 2011 - 2012
The ExecuSearch Group 2009 - December 2010
At-Tech 2007 - November 2009
Financial Services 2004 - 2007
Skills
Technical Recruiting, Sourcing, Recruiting
Education
California State University-Los Angeles
Bachelor of Science, Business/Managerial Economics
Shameka Toston Shameka Toston's Financial Services Experience January 2013 - Present
Job District Leader
Industry Financial Services
Experience
Financial Services January 2013 - Present
Skills
Insurance, Customer Service, Organization, Dependable Team Player, Direct Patient Care, Receptionist Duties, Data Entry, Payroll, Consolidated Financial..., Home Offices, working from home, online jobs, Online Marketing, Online Advertising, Single Family Homes, Referrals, Virtual Reference, Customer Service...
Education
Ashford University
Bachelor's degree, Human Resources Management and Services
Financial Services January 2013 - Present
Skills
Insurance, Customer Service, Organization, Dependable Team Player, Direct Patient Care, Receptionist Duties, Data Entry, Payroll, Consolidated Financial..., Home Offices, working from home, online jobs, Online Marketing, Online Advertising, Single Family Homes, Referrals, Virtual Reference, Customer Service...
Education
Ashford University
Bachelor's degree, Human Resources Management and Services
Melissa Petersen's Financial Services Experience April 2015 - Present
Job Outreach Assistant at DEEDA PRODUCTIONS
Industry Government Administration
Experience
DEEDA PRODUCTIONS August 2015 - Present
Los Angeles City Controller June 2015 - Present
California State Polytechnic University, Pomona June 2015 - Present
Financial Services April 2015 - Present
National Model United Nations October 2012 - Present
California State Senate January 2015 - Present
Cal Poly Pomona Political Science Club September 2014 - Present
Western Political Science Association March 2015 - Present
BLOOM Reintegration Academy January 2015 - January 2015
Cal Poly Pomona Annual Fund April 2014 - June 2014
Skills
Public Speaking, Research, PowerPoint, Microsoft Word, Political Science, Teamwork, Microsoft Excel, Social Media, Public Relations, Prezi, Fundraising, Student Leadership, Data Analysis
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor’s Degree, Political Science, Senior
Tesoro High School 2008 — 2012
High School Diploma
Freie Universität Berlin International University
International/Global Studies
DEEDA PRODUCTIONS August 2015 - Present
Los Angeles City Controller June 2015 - Present
California State Polytechnic University, Pomona June 2015 - Present
Financial Services April 2015 - Present
National Model United Nations October 2012 - Present
California State Senate January 2015 - Present
Cal Poly Pomona Political Science Club September 2014 - Present
Western Political Science Association March 2015 - Present
BLOOM Reintegration Academy January 2015 - January 2015
Cal Poly Pomona Annual Fund April 2014 - June 2014
Skills
Public Speaking, Research, PowerPoint, Microsoft Word, Political Science, Teamwork, Microsoft Excel, Social Media, Public Relations, Prezi, Fundraising, Student Leadership, Data Analysis
Education
California State Polytechnic University-Pomona 2012 — 2016
Bachelor’s Degree, Political Science, Senior
Tesoro High School 2008 — 2012
High School Diploma
Freie Universität Berlin International University
International/Global Studies
Elyssa Palivan Elyssa Palivan's Financial Services Experience May 2015 - Present
Job Looking to connect with individuals and families seeking financial independence and stability
Industry Financial Services
Experience
Financial Services May 2015 - Present
Baker Hughes May 2014 - April 2015
Baker Hughes November 2012 - May 2014
Baker Hughes September 2011 - November 2012
Hong Kong Applied Science and Technology Research Institute Company Limited (ASTRI) May 2010 - August 2010
Skills
Product Optimization, MathCAD, Petroleum Engineering, Logging, Drilling, LWD, Formation Evaluation, Oil/Gas, Log Analysis, Solidworks, Horizontal Wells, Oil, Well Logging, Directional Drilling, Drilling Engineering, Petroleum, Oilfield, Onshore, Oil, Energy Industry, SolidWorks, Microsoft Office, Oil & Gas, Oil & Gas Industry
Education
Baylor University 2006 — 2010
BSE, Engineering, Mathematics, Biochemistry
G.W. Carver Magnet High School 2002 — 2006
Architecture
Financial Services May 2015 - Present
Baker Hughes May 2014 - April 2015
Baker Hughes November 2012 - May 2014
Baker Hughes September 2011 - November 2012
Hong Kong Applied Science and Technology Research Institute Company Limited (ASTRI) May 2010 - August 2010
Skills
Product Optimization, MathCAD, Petroleum Engineering, Logging, Drilling, LWD, Formation Evaluation, Oil/Gas, Log Analysis, Solidworks, Horizontal Wells, Oil, Well Logging, Directional Drilling, Drilling Engineering, Petroleum, Oilfield, Onshore, Oil, Energy Industry, SolidWorks, Microsoft Office, Oil & Gas, Oil & Gas Industry
Education
Baylor University 2006 — 2010
BSE, Engineering, Mathematics, Biochemistry
G.W. Carver Magnet High School 2002 — 2006
Architecture
Kevin Pollack Kevin Pollack's Financial Services Experience January 2012 - January 2013
Job Managing Partner at Chamberlain Warden, LLC
Industry Financial Services
Experience
Chamberlain Warden, LLC January 2013 - Present
Financial Services January 2012 - January 2013
United States Marine Corps August 2004 - December 2008
Skills
Strategic Financial..., Comprehensive Planning, Financial Analysis, Business Analysis, Leadership, Project Planning, Finance, Retirement, Management, Analysis, Risk Management, Operations Management, Mergers & Acquisitions, Financial Risk, Estate Planning, Employee Benefits, Fixed Income, Personal Finance, Wealth Management..., Wealth, Personal Financial..., Financial Planning, Program Management, Microsoft Office
Education
College for Financial Planning 2013 — 2015
Master of Science Degree, Personal Financial Planning Major
Western Michigan University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dondero High School 2000 — 2004
Chamberlain Warden, LLC January 2013 - Present
Financial Services January 2012 - January 2013
United States Marine Corps August 2004 - December 2008
Skills
Strategic Financial..., Comprehensive Planning, Financial Analysis, Business Analysis, Leadership, Project Planning, Finance, Retirement, Management, Analysis, Risk Management, Operations Management, Mergers & Acquisitions, Financial Risk, Estate Planning, Employee Benefits, Fixed Income, Personal Finance, Wealth Management..., Wealth, Personal Financial..., Financial Planning, Program Management, Microsoft Office
Education
College for Financial Planning 2013 — 2015
Master of Science Degree, Personal Financial Planning Major
Western Michigan University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Dondero High School 2000 — 2004
Ann Holder, CLFP's Financial Services Experience July 2008 - February 2012
Job Vice President at Bank of the Ozarks
Industry Financial Services
Experience
Bank of the Ozarks January 2014 - Present
Crossroads Equipment Lease and Finance February 2012 - Present
Financial Services July 2008 - February 2012
Huntington National Bank January 2004 - July 2008
Line Shack Spirits 2002 - 2006
Joachim Machinery January 2000 - January 2002
NBD Bank / JLA Credit Corp 1995 - 2000
Skills
Finance, Credit Analysis, Credit, Loans, New Business Development, Sales Management, Marketing, Relationship Management, Financial Analysis, Salesforce.com, Strategic Planning, Sales, Financial Services, Risk Management, Funding, Strategy, Executive Management, Investments, Business Planning, Business Development, Process Improvement, Pricing, Business Strategy, Negotiation, Account Management, Contract Negotiation, Mergers & Acquisitions, Forecasting, Start-ups, Asset Management, New Bus, Relationship, Salesforc, Credit An, Pricing Strategy, Commercial Finance, Leases, Selling, CRM, Financial Modeling, Small Business Lending, Financial Structuring, Strategic Financial..., Corporate Finance, Factoring, Loan Origination, Structured Finance
Education
Chaparral College 1976 — 1978
Diloma, Legal Assistant/Paralegal
Arizona State University 1975 — 1977
Business
Bank of the Ozarks January 2014 - Present
Crossroads Equipment Lease and Finance February 2012 - Present
Financial Services July 2008 - February 2012
Huntington National Bank January 2004 - July 2008
Line Shack Spirits 2002 - 2006
Joachim Machinery January 2000 - January 2002
NBD Bank / JLA Credit Corp 1995 - 2000
Skills
Finance, Credit Analysis, Credit, Loans, New Business Development, Sales Management, Marketing, Relationship Management, Financial Analysis, Salesforce.com, Strategic Planning, Sales, Financial Services, Risk Management, Funding, Strategy, Executive Management, Investments, Business Planning, Business Development, Process Improvement, Pricing, Business Strategy, Negotiation, Account Management, Contract Negotiation, Mergers & Acquisitions, Forecasting, Start-ups, Asset Management, New Bus, Relationship, Salesforc, Credit An, Pricing Strategy, Commercial Finance, Leases, Selling, CRM, Financial Modeling, Small Business Lending, Financial Structuring, Strategic Financial..., Corporate Finance, Factoring, Loan Origination, Structured Finance
Education
Chaparral College 1976 — 1978
Diloma, Legal Assistant/Paralegal
Arizona State University 1975 — 1977
Business
Tomeka Brown Tomeka Brown's Financial Services Experience March 2003 - September 2010
Job Seeking New Career Opportunities/AML/KYC/EDD/OFAC/FRAUD/SARS
Industry
Experience
Bank of America August 2014 - April 2015
Wells Fargo March 2014 - August 2014
Bank of America August 2013 - March 2014
Fifth Third Bank October 2012 - July 2013
Wells Fargo September 2010 - February 2012
Financial Services March 2003 - September 2010
Wells Fargo January 2001 - March 2003
Education
American Institution Banking
Central Piedmont Community College
Northside High School
Virginia Western Community College
Bank of America August 2014 - April 2015
Wells Fargo March 2014 - August 2014
Bank of America August 2013 - March 2014
Fifth Third Bank October 2012 - July 2013
Wells Fargo September 2010 - February 2012
Financial Services March 2003 - September 2010
Wells Fargo January 2001 - March 2003
Education
American Institution Banking
Central Piedmont Community College
Northside High School
Virginia Western Community College
Andraya (Dray) Carson (www.draycarson.com)'s Financial Services Experience November 2001 - January 2009
Job Business Consultant. Human Resource Advisor. Philanthropist.
Industry Human Resources
Experience
Bag of Change February 2015 - Present
G&A Partners September 2013 - Present
Carson Connections January 2009 - Present
International Wellness Company September 2011 - June 2013
Financial Services November 2001 - January 2009
Skills
Business Development, Entrepreneurship, Strategic Planning, Consulting, Management, Start-ups, Operations Management, Human Resources, Small Business, Employee Benefits, Marketing, Public Speaking, Sales, Marketing Strategy, Training, Management Consulting, Team Building, Negotiation, Sales Management, Leadership, Direct Sales, Team Leadership, CRM
Education
California State University-Long Beach 1997 — 2001
Bachelor of Arts, Communication Studies, Emphasis:Interpersonal Comm & Conflict Management/Rhetoric Theory, Graduated with Honors
Mater Dei High School 1993 — 1997
High School, High School
Bag of Change February 2015 - Present
G&A Partners September 2013 - Present
Carson Connections January 2009 - Present
International Wellness Company September 2011 - June 2013
Financial Services November 2001 - January 2009
Skills
Business Development, Entrepreneurship, Strategic Planning, Consulting, Management, Start-ups, Operations Management, Human Resources, Small Business, Employee Benefits, Marketing, Public Speaking, Sales, Marketing Strategy, Training, Management Consulting, Team Building, Negotiation, Sales Management, Leadership, Direct Sales, Team Leadership, CRM
Education
California State University-Long Beach 1997 — 2001
Bachelor of Arts, Communication Studies, Emphasis:Interpersonal Comm & Conflict Management/Rhetoric Theory, Graduated with Honors
Mater Dei High School 1993 — 1997
High School, High School
Tracie Wynn's Financial Services Experience December 2014 - Present
Job Entrepreneur, Real Estate Investor, Financial Consultant, ADT/DirectTV Sales, Healthcare Recruiter, Business Owner
Industry Financial Services
Experience
Financial Services December 2014 - Present
Real Estate April 2014 - Present
YP November 2014 - December 2014
ADT Security Services October 2013 - October 2014
ADT Security Services April 2013 - October 2013
ADT Security Services September 2011 - April 2013
Self Employed - Personal Assistant November 2006 - September 2011
Trinity Medical Center April 2007 - February 2011
CVS Pharmacy September 2006 - March 2007
Skills
Direct Sales, Cold Calling, Training, Customer Satisfaction, Team Building, Account Management, Sales Management, Selling, Security, Customer Retention, Salesforce.com, Time Management, CCTV, Loss Prevention, Leadership, Operations Management, Team Leadership, Recruiting, Management, Access Control, Alarm Systems, Sales Process, Networking, Customer Service, Coaching, Sales Operations, Public Speaking, Surveillance, Call Centers, Marketing, Negotiation, B2B, Sales Presentations, Contract Negotiation, Strategic Planning, New Business Development, Solution Selling, Fire Alarm, Lead Generation, Marketing Strategy, CRM, Microsoft Office, Business Development, Problem Solving, Microsoft Excel, Sales
Education
American InterContinental University 2015 — 2020
MBA, Entrepreneurship and International Business
Jefferson State Community College 2005 — 2007
Business Administration and Management, General
Financial Services December 2014 - Present
Real Estate April 2014 - Present
YP November 2014 - December 2014
ADT Security Services October 2013 - October 2014
ADT Security Services April 2013 - October 2013
ADT Security Services September 2011 - April 2013
Self Employed - Personal Assistant November 2006 - September 2011
Trinity Medical Center April 2007 - February 2011
CVS Pharmacy September 2006 - March 2007
Skills
Direct Sales, Cold Calling, Training, Customer Satisfaction, Team Building, Account Management, Sales Management, Selling, Security, Customer Retention, Salesforce.com, Time Management, CCTV, Loss Prevention, Leadership, Operations Management, Team Leadership, Recruiting, Management, Access Control, Alarm Systems, Sales Process, Networking, Customer Service, Coaching, Sales Operations, Public Speaking, Surveillance, Call Centers, Marketing, Negotiation, B2B, Sales Presentations, Contract Negotiation, Strategic Planning, New Business Development, Solution Selling, Fire Alarm, Lead Generation, Marketing Strategy, CRM, Microsoft Office, Business Development, Problem Solving, Microsoft Excel, Sales
Education
American InterContinental University 2015 — 2020
MBA, Entrepreneurship and International Business
Jefferson State Community College 2005 — 2007
Business Administration and Management, General
Pamela J. Neely Pamela J. Neely's Financial Services Experience January 2015 - Present
Job Internal Audit/Financial Services actively seeking opportunities
Industry Financial Services
Experience
Financial Services January 2015 - Present
State Street April 2011 - December 2014
State Street Corporation January 2008 - April 2011
State Street November 2004 - January 2008
State Street Corporation July 2003 - November 2004
State Street Corporation November 2000 - July 2003
State Street Corporation June 1999 - November 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Finance, Internal Audit, Bloomberg, Fixed Income, Financial Reporting, Equities, Financial Services, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Risk, Risk Management, Valuation
Education
Bryant University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Brockton High School 1991 — 1995
Financial Services January 2015 - Present
State Street April 2011 - December 2014
State Street Corporation January 2008 - April 2011
State Street November 2004 - January 2008
State Street Corporation July 2003 - November 2004
State Street Corporation November 2000 - July 2003
State Street Corporation June 1999 - November 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Finance, Internal Audit, Bloomberg, Fixed Income, Financial Reporting, Equities, Financial Services, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Risk, Risk Management, Valuation
Education
Bryant University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Brockton High School 1991 — 1995
Tom Blacksmith's Financial Services Experience April 1994 - August 2015
Job National Accounts Manager at ALTUS GLOBAL TRADE SOLUTIONS
Industry Financial Services
Experience
ALTUS GLOBAL TRADE SOLUTIONS September 2015 - Present
Financial Services April 1994 - August 2015
Oil and Gas Industry July 1971 - July 1995
Skills
Options, Real Estate, Contract Negotiation, Lease Negotiations, Negotiation, Sales, Sales Process, Sales Management, Business Development, Salesforce.com, Telecommunications, Account Management, Marketing, Wireless, New Business Development, Vendor Management, Team Building, SaaS, Contract Management, Property, Investment Properties, First Time Home Buyers, Loans, Marketing Strategy, Leadership, Customer Service
Education
California State University-Long Beach
Business Marketing, Operations Management and Economics
Orange Coast College
ALTUS GLOBAL TRADE SOLUTIONS September 2015 - Present
Financial Services April 1994 - August 2015
Oil and Gas Industry July 1971 - July 1995
Skills
Options, Real Estate, Contract Negotiation, Lease Negotiations, Negotiation, Sales, Sales Process, Sales Management, Business Development, Salesforce.com, Telecommunications, Account Management, Marketing, Wireless, New Business Development, Vendor Management, Team Building, SaaS, Contract Management, Property, Investment Properties, First Time Home Buyers, Loans, Marketing Strategy, Leadership, Customer Service
Education
California State University-Long Beach
Business Marketing, Operations Management and Economics
Orange Coast College
Jennifer (Chrisman) Jones Jennifer (Chrisman) Jones's Financial Services Experience February 2014 - May 2014
Job Investment Associate at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. June 2014 - Present
Financial Services February 2014 - May 2014
Gray & Company April 2008 - January 2014
Gray & Company January 2010 - December 2012
APE of Georgia March 2007 - April 2008
Skills
Portfolio Management, Investments, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Private Equity, Wealth Management, Bloomberg, Pensions, Pension Funds, Financial Services, Finance, Client Services, Bloomberg Terminal, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Portfolio Optimization, Emerging Markets, Analytics, ETFs, Retirement, Quantitative Analytics, Strategic Financial..., Funding, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Master of Business Administration (MBA)
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Woodward Academy
RVK, Inc. June 2014 - Present
Financial Services February 2014 - May 2014
Gray & Company April 2008 - January 2014
Gray & Company January 2010 - December 2012
APE of Georgia March 2007 - April 2008
Skills
Portfolio Management, Investments, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Private Equity, Wealth Management, Bloomberg, Pensions, Pension Funds, Financial Services, Finance, Client Services, Bloomberg Terminal, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Portfolio Optimization, Emerging Markets, Analytics, ETFs, Retirement, Quantitative Analytics, Strategic Financial..., Funding, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Master of Business Administration (MBA)
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Woodward Academy
Rachel Lage Rachel Lage's Financial Services Experience 2007 - 2014
Job Associate Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Financial Services 2007 - 2014
Financial Services October 2005 - September 2007
Financial Services August 2003 - October 2005
Skills
Mutual Funds, Investments, Financial Services, Series 63, Series 7, Fixed Annuities, Financial Advisory, Equities, Fixed Income, Sales, Securities, Alternative Investments, Series 6, Wealth Management, Insurance, Variable Annuities, Bonds, Bloomberg, Institutional Sales, Life Insurance, Outside Sales, Business Development, Equity Trading, Closed-end Funds, IPO, Broker-Dealer, RIA, National Accounts, Series 65
Education
Bellevue University 1996 — 2000
Bachelor's Degree, Business Administration, Management and Operations
Yavapai College
Viticulture
Financial Services 2007 - 2014
Financial Services October 2005 - September 2007
Financial Services August 2003 - October 2005
Skills
Mutual Funds, Investments, Financial Services, Series 63, Series 7, Fixed Annuities, Financial Advisory, Equities, Fixed Income, Sales, Securities, Alternative Investments, Series 6, Wealth Management, Insurance, Variable Annuities, Bonds, Bloomberg, Institutional Sales, Life Insurance, Outside Sales, Business Development, Equity Trading, Closed-end Funds, IPO, Broker-Dealer, RIA, National Accounts, Series 65
Education
Bellevue University 1996 — 2000
Bachelor's Degree, Business Administration, Management and Operations
Yavapai College
Viticulture
Mitsuko Takeda Mitsuko Takeda's Financial Services Experience January 2014 - Present
Job
Industry Medical Practice
Experience
Financial Services January 2014 - Present
Skills
Customer Service, PowerPoint, English, Windows, Teaching, HTML
Education
Cerritos College 2006 — 2008
Dental Assistant, Associate of Arts (AA)
Cerritos College 2006 — 2008
RDA, Associate of Arts (AA)
Financial Services January 2014 - Present
Skills
Customer Service, PowerPoint, English, Windows, Teaching, HTML
Education
Cerritos College 2006 — 2008
Dental Assistant, Associate of Arts (AA)
Cerritos College 2006 — 2008
RDA, Associate of Arts (AA)
Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF®'s Financial Services Experience February 2013 - September 2013
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Angela Rothermel's Financial Services Experience April 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Financial Services April 2015 - Present
Financial Services February 2013 - April 2015
TIAA-CREF September 2010 - February 2013
Financial services January 2009 - September 2010
OppenheimerFunds Services 1998 - 2006
Skills
Superior Communications..., Conflict Resolution, Positivity, Winning Others Over, Adaptability, High Achiever, Finance, Executive Correspondence, Business Correspondence, Technical Writers, Series 6, Series 63, Energetic team player, Critical Thinking, Creative Problem Solving, Passion for Helping..., Passion for Quality, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Separately Managed..., Theatre, Sociology, Writing, Research, Public Speaking, Event Planning, Creativity, Empathy, Retirement Planning, Communication, Problem Solving, Management, Customer Service, Investments, Leadership, Financial Services
Education
Metropolitan State University of Denver 2006 — 2008
Sociology
Arapahoe Community College 2003 — 2005
Associate of Arts (AA), Sociology
Financial Services April 2015 - Present
Financial Services February 2013 - April 2015
TIAA-CREF September 2010 - February 2013
Financial services January 2009 - September 2010
OppenheimerFunds Services 1998 - 2006
Skills
Superior Communications..., Conflict Resolution, Positivity, Winning Others Over, Adaptability, High Achiever, Finance, Executive Correspondence, Business Correspondence, Technical Writers, Series 6, Series 63, Energetic team player, Critical Thinking, Creative Problem Solving, Passion for Helping..., Passion for Quality, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Separately Managed..., Theatre, Sociology, Writing, Research, Public Speaking, Event Planning, Creativity, Empathy, Retirement Planning, Communication, Problem Solving, Management, Customer Service, Investments, Leadership, Financial Services
Education
Metropolitan State University of Denver 2006 — 2008
Sociology
Arapahoe Community College 2003 — 2005
Associate of Arts (AA), Sociology
Nicole Newell's Financial Services Experience February 2010 - January 2012
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
Financial Services February 2010 - January 2012
Bank of America September 2004 - January 2010
USBank 2001 - 2004
Skills
Loans, Banking, Credit, Cross Selling, Retail Banking, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Lending, Consumer Lending, Credit Analysis, Relationship Management, Loan Origination, Securities, Risk Management
Education
Aurora University 1994 — 1996
BA, Finance, Business Management
JPMorgan Chase January 2011 - Present
Financial Services February 2010 - January 2012
Bank of America September 2004 - January 2010
USBank 2001 - 2004
Skills
Loans, Banking, Credit, Cross Selling, Retail Banking, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Lending, Consumer Lending, Credit Analysis, Relationship Management, Loan Origination, Securities, Risk Management
Education
Aurora University 1994 — 1996
BA, Finance, Business Management
Angela Lovett's Financial Services Experience February 2012 - December 2012
Job Payroll Specilist at Manpower corporate office
Industry Management Consulting
Experience
Corporate Manpower February 2012 - Present
Financial Services February 2012 - December 2012
Consider It Done Professional Staffing Agency March 2000 - January 2010
Shorewest Realtors October 2007 - December 2009
Skills
PowerPoint, Spreadsheets, Flow Charts, Word, SWOT analysis, Excel, Accounting, Microsoft Office, Quickbooks, Mortgage, Financial Analysis, Risk Management, Outlook, Customer Relations, Financial Planning, Problem Solving, Insurance, Strategic Planning, Team Building, Negotiation, Process Improvement, Coaching, Customer Service, Sales Management, Compliance, Budgeting, Business Analysis, PeopleSoft, Business Planning, Public Speaking, Research, Market Research, New Business Development, Real Estate, Inventory Management, Account Management, Administration, Data Analysis, Marketing Strategy, Financial Reporting, Analysis, Asset Management, Competitive Analysis, Microsoft Word, Budgets, Microsoft Excel, QuickBooks, Mortgage Lending, Leadership, Management
Education
Pyzdek Institution 2012 — 2014
Certification, BB Six Sigma (ASSC)
Milwaukee Area Technical College 2008 — 2008
Certification, Microsoft Office Excel and Word 2007
Alverno College 1989 — 1996
BBA, Business Administration, 4.0
Corporate Manpower February 2012 - Present
Financial Services February 2012 - December 2012
Consider It Done Professional Staffing Agency March 2000 - January 2010
Shorewest Realtors October 2007 - December 2009
Skills
PowerPoint, Spreadsheets, Flow Charts, Word, SWOT analysis, Excel, Accounting, Microsoft Office, Quickbooks, Mortgage, Financial Analysis, Risk Management, Outlook, Customer Relations, Financial Planning, Problem Solving, Insurance, Strategic Planning, Team Building, Negotiation, Process Improvement, Coaching, Customer Service, Sales Management, Compliance, Budgeting, Business Analysis, PeopleSoft, Business Planning, Public Speaking, Research, Market Research, New Business Development, Real Estate, Inventory Management, Account Management, Administration, Data Analysis, Marketing Strategy, Financial Reporting, Analysis, Asset Management, Competitive Analysis, Microsoft Word, Budgets, Microsoft Excel, QuickBooks, Mortgage Lending, Leadership, Management
Education
Pyzdek Institution 2012 — 2014
Certification, BB Six Sigma (ASSC)
Milwaukee Area Technical College 2008 — 2008
Certification, Microsoft Office Excel and Word 2007
Alverno College 1989 — 1996
BBA, Business Administration, 4.0
Lynne James Lynne James's Financial Services Experience January 2005 - Present
Job Executive Assistant
Industry Financial Services
Experience
Financial Services January 2005 - Present
Erhardt Construction 1999 - 2004
Lechter's 1991 - 1993
Linens N Things August 1986 - February 1989
Skills
Microsoft Excel, Outlook, Customer Service, Data Entry, Management, Administrative..., Office Management, Software Documentation, Training, Retail, Office Administration, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Redtail
Education
Central Michigan University 1980 — 1984
BS, Psychology, Bus. Admn., Management
Spring Lake High School 1976 — 1980
Financial Services January 2005 - Present
Erhardt Construction 1999 - 2004
Lechter's 1991 - 1993
Linens N Things August 1986 - February 1989
Skills
Microsoft Excel, Outlook, Customer Service, Data Entry, Management, Administrative..., Office Management, Software Documentation, Training, Retail, Office Administration, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Redtail
Education
Central Michigan University 1980 — 1984
BS, Psychology, Bus. Admn., Management
Spring Lake High School 1976 — 1980
Armando Fernandez's Financial Services Experience 2002 - 2005
Job Financial Services
Industry Financial Services
Experience
NEXT Financial Group, Inc. April 2015 - Present
Doral Business Council 2007 - Present
SOFA 2007 - 2008
Financial Services 2002 - 2005
Skills
Retirement Planning, Retirement, Finance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Leadership, Training, Business Planning, Investments, Sales, Strategy, Small Business, Credit, Health Insurance, Marketing Strategy, Microsoft Office, Portfolio Management, Mutual Funds, Fundraising, Marketing, Financial Services, Management, Negotiation, Sales Management, Team Building, Strategic Planning, Leadership Development, Public Speaking, Microsoft Excel, Project Planning, Customer Service, Term Life Insurance, Outlook, Spanish, Employee Benefits, 401k, Wealth Management, Entrepreneurship, Business Development, Disability Insurance
Education
City University of New York-Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), International Business Marketing
NEXT Financial Group, Inc. April 2015 - Present
Doral Business Council 2007 - Present
SOFA 2007 - 2008
Financial Services 2002 - 2005
Skills
Retirement Planning, Retirement, Finance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Leadership, Training, Business Planning, Investments, Sales, Strategy, Small Business, Credit, Health Insurance, Marketing Strategy, Microsoft Office, Portfolio Management, Mutual Funds, Fundraising, Marketing, Financial Services, Management, Negotiation, Sales Management, Team Building, Strategic Planning, Leadership Development, Public Speaking, Microsoft Excel, Project Planning, Customer Service, Term Life Insurance, Outlook, Spanish, Employee Benefits, 401k, Wealth Management, Entrepreneurship, Business Development, Disability Insurance
Education
City University of New York-Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), International Business Marketing
Christopher Kaemmerer Christopher Kaemmerer's Financial Services Experience June 2002 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services June 2002 - Present
Steamboat Financial Services June 1999 - June 2002
Skills
Series 7, Fixed Annuities, Mutual Funds, IRAs, Retirement Planning, Wealth Management, Retirement, Series 63, 401k Rollovers, Investments, Strategic Financial..., Financial Advisory, Microsoft Office, Financial Planning
Education
College for Financial Planning 2011 — 2014
Master of Science, Financial Analysis
Columbia College 2009 — 2011
Bachelor of Science, Business Administration, Finance
East Central College 2007 — 2009
Associate of Arts, Business Administration
Financial Services June 2002 - Present
Steamboat Financial Services June 1999 - June 2002
Skills
Series 7, Fixed Annuities, Mutual Funds, IRAs, Retirement Planning, Wealth Management, Retirement, Series 63, 401k Rollovers, Investments, Strategic Financial..., Financial Advisory, Microsoft Office, Financial Planning
Education
College for Financial Planning 2011 — 2014
Master of Science, Financial Analysis
Columbia College 2009 — 2011
Bachelor of Science, Business Administration, Finance
East Central College 2007 — 2009
Associate of Arts, Business Administration
Mark D. Matthews Mark D. Matthews's Financial Services Experience September 2012 - June 2014
Job Former attorney and financial advisor
Industry Professional Training & Coaching
Experience
Financial services September 2012 - June 2014
William & Mary School of Law August 2008 - June 2014
Attorney in private practice September 2005 - September 2012
US Army May 1993 - August 2005
Skills
Firearms, Alternative Dispute..., Dispute Resolution, Small Business, Security, Integrated Marketing, Financial Services, Teaching, Budgets, Finance, Training, Lexis, Business, Wills, Recruiting, Tax, Army, Privacy Law, Politics, Networking, Time Management, Real Estate Transactions, Strategic Planning, Estate Administration, Legal Assistance, Class Actions, Powers of Attorney, Construction Law, Estate Law, Risk Management, Research, Elder Law, Hearings, Trial Practice, Patent Litigation, Nonprofits, Legal Issues, Military Justice, Trademarks, Pleadings, Fundraising, Contract Law, Legislation, Community Outreach, Police, Torts, Trials, Editing, Criminal Justice, Banking Law
Education
Sonoran Desert Institute 2014 — 2014
Certificate, Advanced Gunsmithing
The College of William and Mary - Marshall Wythe Law School 1996 — 1999
J.D., Law
Belmont Abbey College 1989 — 1993
BA, Business Administration, Honors Program
Charlotte Catholic High School 1985 — 1989
Financial services September 2012 - June 2014
William & Mary School of Law August 2008 - June 2014
Attorney in private practice September 2005 - September 2012
US Army May 1993 - August 2005
Skills
Firearms, Alternative Dispute..., Dispute Resolution, Small Business, Security, Integrated Marketing, Financial Services, Teaching, Budgets, Finance, Training, Lexis, Business, Wills, Recruiting, Tax, Army, Privacy Law, Politics, Networking, Time Management, Real Estate Transactions, Strategic Planning, Estate Administration, Legal Assistance, Class Actions, Powers of Attorney, Construction Law, Estate Law, Risk Management, Research, Elder Law, Hearings, Trial Practice, Patent Litigation, Nonprofits, Legal Issues, Military Justice, Trademarks, Pleadings, Fundraising, Contract Law, Legislation, Community Outreach, Police, Torts, Trials, Editing, Criminal Justice, Banking Law
Education
Sonoran Desert Institute 2014 — 2014
Certificate, Advanced Gunsmithing
The College of William and Mary - Marshall Wythe Law School 1996 — 1999
J.D., Law
Belmont Abbey College 1989 — 1993
BA, Business Administration, Honors Program
Charlotte Catholic High School 1985 — 1989
Jon Herry Jon Herry's Financial Services Experience March 2005 - Present
Job California,US at Financial Services
Industry Financial Services
Experience
Self-employed March 2007 - Present
Financial Services March 2005 - Present
Financial Services February 2005 - Present
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Risk Management, Banking, Investments, Business Analysis, Team Building, Leadership, Management, Sales, Nonprofits, Event Management, Budgets, Public Speaking, Marketing, Loans, Coaching, Finance, Insurance, Team Leadership, Negotiation, Outlook
Education
University of California, Los Angeles 2006 — 2009
Bachelor's degree, Lactation Consultant
CSUN
Self-employed March 2007 - Present
Financial Services March 2005 - Present
Financial Services February 2005 - Present
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Risk Management, Banking, Investments, Business Analysis, Team Building, Leadership, Management, Sales, Nonprofits, Event Management, Budgets, Public Speaking, Marketing, Loans, Coaching, Finance, Insurance, Team Leadership, Negotiation, Outlook
Education
University of California, Los Angeles 2006 — 2009
Bachelor's degree, Lactation Consultant
CSUN
Richard Garfunkel's Financial Services Experience 1995 - 2010
Job none
Industry Public Policy
Experience
Financial Services 1995 - 2010
Amrose Art Linens 1970 - 1995
Skills
Financial Planners, Politics
Education
Boston University
Bachelor's degree, American History
Financial Services 1995 - 2010
Amrose Art Linens 1970 - 1995
Skills
Financial Planners, Politics
Education
Boston University
Bachelor's degree, American History
Kevin Lebovitz, CIA's Financial Services Experience November 1999 - February 2006
Job Senior Internal Auditor
Industry Gambling & Casinos
Experience
Mashantucket Pequot Tribal Nation - Foxwoods Casino February 2011 - Present
Mashantucket Pequot Tribal Nation - Foxwoods Casino June 2009 - February 2011
Mashantucket Pequot Tribal Nation - Foxwoods Casino June 2006 - June 2009
Mohegan Sun January 2006 - June 2006
Financial Services November 1999 - February 2006
Skills
Casino, Internal Audit, Gaming Industry, Internal Controls, Casino Gaming, Auditing, Team Building, Risk Assessment, Data Analysis, Project Management, Indian Gaming, Accounting, Budgets, Internal Control..., Process Improvement, Audit Command Language, Operations Audit, Analytics, VIP, Management, Strategic Planning, Hospitality, Casino Operations, Business Process Mapping, Audit Planning, Audit Program..., Internal Control Design..., Compliance Analysis, Compliance Testing, Revenue Enhancement, Process Consulting, Report Writing, IIA Standards, Team Management, Tribal Consultation, Banking, Microsoft Office, Resorts
Education
Central Connecticut State University 1988 — 1992
BS, Accounting and Finance
Central Connecticut State University 1987 — 1992
Bachelor of Science, Accounting
Mashantucket Pequot Tribal Nation - Foxwoods Casino February 2011 - Present
Mashantucket Pequot Tribal Nation - Foxwoods Casino June 2009 - February 2011
Mashantucket Pequot Tribal Nation - Foxwoods Casino June 2006 - June 2009
Mohegan Sun January 2006 - June 2006
Financial Services November 1999 - February 2006
Skills
Casino, Internal Audit, Gaming Industry, Internal Controls, Casino Gaming, Auditing, Team Building, Risk Assessment, Data Analysis, Project Management, Indian Gaming, Accounting, Budgets, Internal Control..., Process Improvement, Audit Command Language, Operations Audit, Analytics, VIP, Management, Strategic Planning, Hospitality, Casino Operations, Business Process Mapping, Audit Planning, Audit Program..., Internal Control Design..., Compliance Analysis, Compliance Testing, Revenue Enhancement, Process Consulting, Report Writing, IIA Standards, Team Management, Tribal Consultation, Banking, Microsoft Office, Resorts
Education
Central Connecticut State University 1988 — 1992
BS, Accounting and Finance
Central Connecticut State University 1987 — 1992
Bachelor of Science, Accounting
Douglas James Alexander's Financial Services Experience November 2009 - Present
Job Service Manager at A&D Pump Repair
Industry Machinery
Experience
A&D Pump Repair March 2015 - Present
Financial Services November 2009 - Present
Northwestern Mutual November 2009 - June 2015
A&D Industrial Marine and Pump Repair Inc January 2009 - December 2009
Jones and Masters Games Inc. d.b.a. The Game Room Store January 2002 - January 2009
Education
Monmouth University 2005 — 2008
Bachelor, Finance
Brookdale Community College 2002 — 2005
Associate, Business
Freehold Twp High School 1998 — 2002
A&D Pump Repair March 2015 - Present
Financial Services November 2009 - Present
Northwestern Mutual November 2009 - June 2015
A&D Industrial Marine and Pump Repair Inc January 2009 - December 2009
Jones and Masters Games Inc. d.b.a. The Game Room Store January 2002 - January 2009
Education
Monmouth University 2005 — 2008
Bachelor, Finance
Brookdale Community College 2002 — 2005
Associate, Business
Freehold Twp High School 1998 — 2002
Jared Lund, RP®'s Financial Services Experience August 2007 - December 2008
Job COO at Schaeffer Financial, LLC
Industry Financial Services
Experience
Schaeffer Financial, LLC December 2013 - Present
Financial Services Advisory January 2013 - December 2013
Financial Services Advisory April 2011 - December 2013
BYU-Idaho March 2010 - January 2011
American Marketing Association--BYU-Idaho Chapter 2010 - December 2010
BYU-I January 2010 - October 2010
State Farm Insurance April 2009 - August 2010
Financial Services August 2007 - December 2008
Church of Jesus Christ of Latter-day Saints August 2005 - August 2007
SWBC 2004 - 2004
Skills
Microsoft Excel, Teaching, Market Research, Compliance Testing
Education
Trinity University-Washington 2012 — 2014
Master of Business Administration (M.B.A.)
College for Financial Planning 2012 — 2012
Registered Paraplanner, Financial Planning and Services
Brigham Young University - Idaho 2008 — 2010
Business, Marketing
Schaeffer Financial, LLC December 2013 - Present
Financial Services Advisory January 2013 - December 2013
Financial Services Advisory April 2011 - December 2013
BYU-Idaho March 2010 - January 2011
American Marketing Association--BYU-Idaho Chapter 2010 - December 2010
BYU-I January 2010 - October 2010
State Farm Insurance April 2009 - August 2010
Financial Services August 2007 - December 2008
Church of Jesus Christ of Latter-day Saints August 2005 - August 2007
SWBC 2004 - 2004
Skills
Microsoft Excel, Teaching, Market Research, Compliance Testing
Education
Trinity University-Washington 2012 — 2014
Master of Business Administration (M.B.A.)
College for Financial Planning 2012 — 2012
Registered Paraplanner, Financial Planning and Services
Brigham Young University - Idaho 2008 — 2010
Business, Marketing
Emill Lewis Emill Lewis's Financial Services Experience July 2011 - 2012
Job Relationship Manager at State Chemical
Industry Computer Hardware
Experience
State Chemical July 2015 - Present
Financial Services July 2011 - 2012
Skills
Account Management, Employee Training, Competitive Analysis, Customer Retention, Customer Satisfaction, Lead Generation, New Business Development, Sales, Sales Management, Team Leadership, B2B, Team Building, Marketing, Management, Negotiation, Business Development, Sales Operations, Leadership
Education
Bellevue University 2013 — 2015
Computer Science w/ emphasis on Management of Information Systems, Management of Information Systems, 3.5
State Chemical July 2015 - Present
Financial Services July 2011 - 2012
Skills
Account Management, Employee Training, Competitive Analysis, Customer Retention, Customer Satisfaction, Lead Generation, New Business Development, Sales, Sales Management, Team Leadership, B2B, Team Building, Marketing, Management, Negotiation, Business Development, Sales Operations, Leadership
Education
Bellevue University 2013 — 2015
Computer Science w/ emphasis on Management of Information Systems, Management of Information Systems, 3.5
Tim Modica's Financial Services Experience May 2006 - Present
Job Owner at Secure Wealth Solutions, LLC
Industry Financial Services
Experience
Secure Wealth Solutions, LLC January 2014 - Present
C2 Financial Corporation January 2009 - Present
Financial Services May 2006 - Present
Mortgage Services September 2001 - Present
Skills
Refinance, VA loans, FHA, Mortgage Lending, College Funding, Financial Planning
Education
California State University-Long Beach
Business Administration and Finance
Secure Wealth Solutions, LLC January 2014 - Present
C2 Financial Corporation January 2009 - Present
Financial Services May 2006 - Present
Mortgage Services September 2001 - Present
Skills
Refinance, VA loans, FHA, Mortgage Lending, College Funding, Financial Planning
Education
California State University-Long Beach
Business Administration and Finance
Christian Price Christian Price's Financial Services Experience April 2012 - Present
Job Information Security Leader Risk Management
Industry Information Technology and Services
Experience
Financial Services April 2012 - Present
PetSmart March 2010 - April 2012
Arizona Security Practitioners’ Forum (AZSPF.org) September 2005 - April 2012
SunGard Availability Services January 2009 - March 2010
Strohl Systems (Acquired by SunGard) January 2008 - January 2009
Wells Fargo Bank, N.A. September 2005 - January 2008
ITT-Tech June 2005 - November 2007
Catholic Health West / Perot Systems July 2005 - September 2005
Sprint February 2002 - June 2005
Paranet (acquired by Sprint) October 1998 - February 2002
Skills
DevSecOps, Information Security..., Business Continuity..., Information Security, Amazon Web Services..., Incident Driven..., Security As Code, GLBA, HIPAA, Identity Management, VPN, Authentication, Authorization, SB1386, OCC, Computer Security, Security, Network Security, Disaster Recovery, Cisco Technologies, Firewalls, Information Technology, Integration, Business Continuity, Risk Assessment, PCI DSS, Encryption, IPS, Sarbanes-Oxley Act, Security Architecture..., Data Center, Vulnerability Assessment, CISSP, Enterprise Architecture, SDLC, ISO 17799, Enterprise Software, ITIL, Penetration Testing, Application Security, Data Security
Education
University of Phoenix 2002 — 2007
Masters, Business Administration (MBA)
Arizona State University 1995 — 2001
B.S., Politics, Minor Mathematics
Financial Services April 2012 - Present
PetSmart March 2010 - April 2012
Arizona Security Practitioners’ Forum (AZSPF.org) September 2005 - April 2012
SunGard Availability Services January 2009 - March 2010
Strohl Systems (Acquired by SunGard) January 2008 - January 2009
Wells Fargo Bank, N.A. September 2005 - January 2008
ITT-Tech June 2005 - November 2007
Catholic Health West / Perot Systems July 2005 - September 2005
Sprint February 2002 - June 2005
Paranet (acquired by Sprint) October 1998 - February 2002
Skills
DevSecOps, Information Security..., Business Continuity..., Information Security, Amazon Web Services..., Incident Driven..., Security As Code, GLBA, HIPAA, Identity Management, VPN, Authentication, Authorization, SB1386, OCC, Computer Security, Security, Network Security, Disaster Recovery, Cisco Technologies, Firewalls, Information Technology, Integration, Business Continuity, Risk Assessment, PCI DSS, Encryption, IPS, Sarbanes-Oxley Act, Security Architecture..., Data Center, Vulnerability Assessment, CISSP, Enterprise Architecture, SDLC, ISO 17799, Enterprise Software, ITIL, Penetration Testing, Application Security, Data Security
Education
University of Phoenix 2002 — 2007
Masters, Business Administration (MBA)
Arizona State University 1995 — 2001
B.S., Politics, Minor Mathematics
James H Banker Sr James H Banker Sr's Financial Services Experience September 1975 - Present
Job Registered Representative
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2005 - Present
Financial Services September 1975 - Present
Education
Auburn University 1963 — 1967
Bachelor of Science (BS), Accounting and Finance
OneAmerica Financial Partners Inc. July 2005 - Present
Financial Services September 1975 - Present
Education
Auburn University 1963 — 1967
Bachelor of Science (BS), Accounting and Finance
Maynard Hughes Maynard Hughes's Financial Services Experience June 2010 - April 2013
Job Operations Manager, North America at Mosaic Financial Markets
Industry Management Consulting
Experience
Mosaic Financial Markets May 2013 - Present
Financial Services June 2010 - April 2013
NBCUniversal, Inc. June 2009 - May 2010
JK Coaching January 2009 - June 2009
Skills
Project Management, Coaching, Entrepreneurship, Management, Interviews, Organizational..., Leadership Development, Training, Recruiting, Business Analysis, Strategy, Personnel Management, Derivatives, Fixed Income
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Organizational Psychology
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Mosaic Financial Markets May 2013 - Present
Financial Services June 2010 - April 2013
NBCUniversal, Inc. June 2009 - May 2010
JK Coaching January 2009 - June 2009
Skills
Project Management, Coaching, Entrepreneurship, Management, Interviews, Organizational..., Leadership Development, Training, Recruiting, Business Analysis, Strategy, Personnel Management, Derivatives, Fixed Income
Education
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Organizational Psychology
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Suesanne Abraham Suesanne Abraham's Financial Services Experience November 2011 - March 2012
Job Office Manager/Accounting at Pinnacle Real Estate Investment Group
Industry Real Estate
Experience
Pinnacle Real Estate Investment Group August 2014 - Present
Jabez, LLP May 2013 - June 2014
Sister 2 Sister Ministry, Inc. December 2008 - February 2013
Financial Services November 2011 - March 2012
Intuit November 2006 - February 2011
Hanjin Shipping March 2000 - November 2006
Hanjin Shipping Co, Ltd. January 2004 - October 2006
Hanjin Shipping March 2000 - October 2006
Hanjin Shipping March 2000 - October 2006
A PRO Personnel/Divison of Robert Morris College December 1997 - December 1999
Skills
Organizational..., Lead Generation, Team Leadership, Skilled Labor, Leadership Development, Training, Educational Outreach, Fundraising, Management, Strategist, Strategic Planning, Leadership, Human Resources, Program Management, Marketing, Teaching, Analysis, Team Building, Product Management, Business Development, Interviews, Entrepreneurship, Research, Start-ups, Strategy, Microsoft Excel, Public Speaking, Coaching, Nonprofits, Social Networking, Project Management, Business Strategy, Management Consulting, Project Planning, Negotiation, Data Analysis, Event Management, Marketing Strategy
Education
University of Oklahoma 1992 — 1993
post graduate, Political Communication, n/a
EDUCATION Florida International University 1988 — 1990
Bachelor of Arts, Political Science
California State University-Hayward 1987 — 1988
General studies, Political Science, Economics, International Law, 3.6
Miami-Dade Community College 1985 — 1987
Associate of Arts (A.A.), International Relations and Affairs, 3.8
Pinnacle Real Estate Investment Group August 2014 - Present
Jabez, LLP May 2013 - June 2014
Sister 2 Sister Ministry, Inc. December 2008 - February 2013
Financial Services November 2011 - March 2012
Intuit November 2006 - February 2011
Hanjin Shipping March 2000 - November 2006
Hanjin Shipping Co, Ltd. January 2004 - October 2006
Hanjin Shipping March 2000 - October 2006
Hanjin Shipping March 2000 - October 2006
A PRO Personnel/Divison of Robert Morris College December 1997 - December 1999
Skills
Organizational..., Lead Generation, Team Leadership, Skilled Labor, Leadership Development, Training, Educational Outreach, Fundraising, Management, Strategist, Strategic Planning, Leadership, Human Resources, Program Management, Marketing, Teaching, Analysis, Team Building, Product Management, Business Development, Interviews, Entrepreneurship, Research, Start-ups, Strategy, Microsoft Excel, Public Speaking, Coaching, Nonprofits, Social Networking, Project Management, Business Strategy, Management Consulting, Project Planning, Negotiation, Data Analysis, Event Management, Marketing Strategy
Education
University of Oklahoma 1992 — 1993
post graduate, Political Communication, n/a
EDUCATION Florida International University 1988 — 1990
Bachelor of Arts, Political Science
California State University-Hayward 1987 — 1988
General studies, Political Science, Economics, International Law, 3.6
Miami-Dade Community College 1985 — 1987
Associate of Arts (A.A.), International Relations and Affairs, 3.8
Andrew Hill, CFP® Andrew Hill, CFP®'s Financial Services Experience 1997 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services 1997 - Present
Morgan Stanley Dean Witter Reynolds 1995 - 1996
Smith Barney 1994 - 1995
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Investments, Wealth, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Asset Management, Fixed Annuities, Series 7, Financial Planners, Portfolio Management, Alternative Investments, Management, FINRA, Financial Services, Finance, Investment Advisory, Employee Benefits, Financial Advisory, Coaching, Asset Allocation, Risk Management, Securities, Estate Planning
Education
Lake Forest College 1988 — 1992
BA, Economics
Auburn University 1990 — 1991
Economics
Financial Services 1997 - Present
Morgan Stanley Dean Witter Reynolds 1995 - 1996
Smith Barney 1994 - 1995
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Investments, Wealth, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Asset Management, Fixed Annuities, Series 7, Financial Planners, Portfolio Management, Alternative Investments, Management, FINRA, Financial Services, Finance, Investment Advisory, Employee Benefits, Financial Advisory, Coaching, Asset Allocation, Risk Management, Securities, Estate Planning
Education
Lake Forest College 1988 — 1992
BA, Economics
Auburn University 1990 — 1991
Economics
Robert A. Lakosil Robert A. Lakosil's Financial Services Experience October 2012 - Present
Job Senior Vice President
Industry Financial Services
Experience
Financial Services October 2012 - Present
Morgan Stanley 2009 - December 2012
UBS Wealth Management April 2005 - August 2008
Wells Fargo 1993 - 1998
3M January 1975 - September 1978
Skills
Sales, Asset Allocation, Portfolio Management, Financial Services, Investments, Finance, Alternative Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Retirement Planning, Securities
Education
Arizona State University 1971 — 1974
BS, Finance
Hinsdale Central High School 1965 — 1970
Financial Services October 2012 - Present
Morgan Stanley 2009 - December 2012
UBS Wealth Management April 2005 - August 2008
Wells Fargo 1993 - 1998
3M January 1975 - September 1978
Skills
Sales, Asset Allocation, Portfolio Management, Financial Services, Investments, Finance, Alternative Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Retirement Planning, Securities
Education
Arizona State University 1971 — 1974
BS, Finance
Hinsdale Central High School 1965 — 1970
Ahsan Sheikh, CISM, CISA, CRISC, Series 99's Financial Services Experience September 2014 - Present
Job
Industry Financial Services
Experience
Financial Services September 2014 - Present
ING Financial Services January 2008 - September 2014
ING Financial Services January 2008 - January 2012
KeySpan Energy Corporation August 2002 - January 2008
Ernst & Young, LLP January 2000 - July 2002
Mitchell & Titus, LLP July 1997 - December 1999
Interscience Diagnostic Laboratories, Inc. February 1991 - August 1997
Skills
IT Security Management, IT Risk Management, Risk Assessment, Vulnerability Management, Infrastructure &..., Identity Access..., CRISC, CISA, SIEM, Disaster Recovery, Project Documentation..., End-to-End User Access..., Incident Management, IT Compliance, Information Assurance, Data Privacy, IT Security Policies, IT Security Operations, Governance, Information Security..., Security, Security Audits, Auditing, Infrastructure, Sarbanes-Oxley Act, ITIL, Vulnerability Assessment, Information Technology, Computer Security
Education
Pace University 1997 — 2000
MBA, Information Systems
City University of New York 1990 — 1993
Bachelors, Accounting
University of the Punjab, Lahore 1985 — 1989
BCOM
Financial Services September 2014 - Present
ING Financial Services January 2008 - September 2014
ING Financial Services January 2008 - January 2012
KeySpan Energy Corporation August 2002 - January 2008
Ernst & Young, LLP January 2000 - July 2002
Mitchell & Titus, LLP July 1997 - December 1999
Interscience Diagnostic Laboratories, Inc. February 1991 - August 1997
Skills
IT Security Management, IT Risk Management, Risk Assessment, Vulnerability Management, Infrastructure &..., Identity Access..., CRISC, CISA, SIEM, Disaster Recovery, Project Documentation..., End-to-End User Access..., Incident Management, IT Compliance, Information Assurance, Data Privacy, IT Security Policies, IT Security Operations, Governance, Information Security..., Security, Security Audits, Auditing, Infrastructure, Sarbanes-Oxley Act, ITIL, Vulnerability Assessment, Information Technology, Computer Security
Education
Pace University 1997 — 2000
MBA, Information Systems
City University of New York 1990 — 1993
Bachelors, Accounting
University of the Punjab, Lahore 1985 — 1989
BCOM
Susan Theon's Financial Services Experience March 2014 - Present
Job Support Group Facilitator at Alzheimer's Association®
Industry Financial Services
Experience
Alzheimer's Association® September 2014 - Present
Financial Services March 2014 - Present
Park Street Financial Group September 2013 - March 2014
EDS eBreviate November 2000 - April 2002
Online Resources July 1999 - November 2000
Thomson Financial January 1997 - July 1999
Wachovia Securities, LLC July 1995 - January 1997
Yamaichi Securities July 1993 - December 1994
Union Bank of Switzerland June 1992 - July 1993
Salomon Brothers June 1990 - June 1992
Skills
Program Management, Business Development, Finance, Professional Services
Education
Virginia Commonwealth University 2015 — 2019
Master’s Degree, Clinical/Medical Social Work
Barnard College 1986 — 1990
B.A., Economics
Alzheimer's Association® September 2014 - Present
Financial Services March 2014 - Present
Park Street Financial Group September 2013 - March 2014
EDS eBreviate November 2000 - April 2002
Online Resources July 1999 - November 2000
Thomson Financial January 1997 - July 1999
Wachovia Securities, LLC July 1995 - January 1997
Yamaichi Securities July 1993 - December 1994
Union Bank of Switzerland June 1992 - July 1993
Salomon Brothers June 1990 - June 1992
Skills
Program Management, Business Development, Finance, Professional Services
Education
Virginia Commonwealth University 2015 — 2019
Master’s Degree, Clinical/Medical Social Work
Barnard College 1986 — 1990
B.A., Economics
Joe Hager's Financial Services Experience May 1900 - Present
Job Financial Services at Financial Services
Industry Financial Services
Experience
Intentionally left blank April 2007 - Present
Financial Services May 1900 - Present
Sun Life Retirement Services Inc. December 2005 - April 2007
MFS Investment Management 2001 - 2004
Education
Boston University 1994 — 1998
Intentionally left blank April 2007 - Present
Financial Services May 1900 - Present
Sun Life Retirement Services Inc. December 2005 - April 2007
MFS Investment Management 2001 - 2004
Education
Boston University 1994 — 1998
Stuart Serpanchy's Financial Services Experience September 2015 - Present
Job Vice President
Industry Financial Services
Experience
Financial Services September 2015 - Present
Citi Private Equity Services June 2007 - September 2015
Thomas Weisel Partners February 2006 - June 2007
Mellon Capital Management September 2000 - February 2006
Mellon Transition Management 2004 - 2006
Sanact, Inc. February 1999 - September 2000
Richard Blum and Associates, Inc. 1991 - 1999
Skills
Finance, Accounting, Equities, Asset Management, Hedge Funds, Alternative Investments, Management, Financial Services, Financial Analysis
Education
California State University-Hayward
Bachelor's degree, Accounting
Moreau Catholic
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
Financial Services September 2015 - Present
Citi Private Equity Services June 2007 - September 2015
Thomas Weisel Partners February 2006 - June 2007
Mellon Capital Management September 2000 - February 2006
Mellon Transition Management 2004 - 2006
Sanact, Inc. February 1999 - September 2000
Richard Blum and Associates, Inc. 1991 - 1999
Skills
Finance, Accounting, Equities, Asset Management, Hedge Funds, Alternative Investments, Management, Financial Services, Financial Analysis
Education
California State University-Hayward
Bachelor's degree, Accounting
Moreau Catholic
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
Stefanos Lepeniotis's Financial Services Experience January 2014 - Present
Job Head Advanced Analytics at M&T Bank
Industry Financial Services
Experience
M&T Bank March 2015 - Present
Financial Services January 2014 - Present
BB Holdings March 2012 - November 2013
Q-Lytics/Freedom Specialty/Brilig October 2008 - March 2012
Citigroup CLG January 2007 - May 2008
GE Money 2005 - 2007
JPMorgan Chase December 2000 - November 2004
Merck Medco Managed Care 1998 - 2000
Hoechst Celanese 1987 - 1998
Skills
Statistics, Analytics, Predictive Analytics, Time Series Analysis, Segmentation, SAS, SPSS, Data Analysis, Forecasting, Six Sigma, Statistical Modeling, Excel, Risk Management, Regression, Minitab, Research, Process Improvement, Pricing, Predictive Modeling, SAS/SQL, Unix, Word, Credit Risk, Data Mining, Market Research, Database Marketing, Business Analytics, Strategy, Analysis, Portfolio Management, Leadership, Logistic Regression, E-commerce, Marketing Analytics, Business Intelligence, Customer Acquisition
Education
New Jersey Institute of Technology 1985 — 1987
M.Sc., Computer Science
Rutgers University-New Brunswick 1981 — 1983
M.Sc., Statistics
Athens University of Economics and Business 1976 — 1981
Bachelor's degree, Economics/Statistics
M&T Bank March 2015 - Present
Financial Services January 2014 - Present
BB Holdings March 2012 - November 2013
Q-Lytics/Freedom Specialty/Brilig October 2008 - March 2012
Citigroup CLG January 2007 - May 2008
GE Money 2005 - 2007
JPMorgan Chase December 2000 - November 2004
Merck Medco Managed Care 1998 - 2000
Hoechst Celanese 1987 - 1998
Skills
Statistics, Analytics, Predictive Analytics, Time Series Analysis, Segmentation, SAS, SPSS, Data Analysis, Forecasting, Six Sigma, Statistical Modeling, Excel, Risk Management, Regression, Minitab, Research, Process Improvement, Pricing, Predictive Modeling, SAS/SQL, Unix, Word, Credit Risk, Data Mining, Market Research, Database Marketing, Business Analytics, Strategy, Analysis, Portfolio Management, Leadership, Logistic Regression, E-commerce, Marketing Analytics, Business Intelligence, Customer Acquisition
Education
New Jersey Institute of Technology 1985 — 1987
M.Sc., Computer Science
Rutgers University-New Brunswick 1981 — 1983
M.Sc., Statistics
Athens University of Economics and Business 1976 — 1981
Bachelor's degree, Economics/Statistics
Nike Edun's Financial Services Experience March 2008 - Present
Job Banker
Industry Financial Services
Experience
Financial Services March 2008 - Present
Skills
Banking, Financial Analysis, Investments, Loans, Finance, Mortgage Lending
Education
City University of New York-Brooklyn College 2006 — 2009
Master's degree, Management Information Systems, General
City University of New York-York College 2002 — 2005
Financial Services March 2008 - Present
Skills
Banking, Financial Analysis, Investments, Loans, Finance, Mortgage Lending
Education
City University of New York-Brooklyn College 2006 — 2009
Master's degree, Management Information Systems, General
City University of New York-York College 2002 — 2005
Raghav Madhavan's Financial Services Experience July 2015 - Present
Job Managing Director, Chief Data Scientist
Industry Financial Services
Experience
Financial Services July 2015 - Present
JPMorgan Chase July 2011 - June 2015
Morgan Stanley July 2009 - June 2011
Morgan Stanley December 1994 - June 2011
NYU - Stern School of Business September 1991 - December 1996
Computer Language Research / FASTTAX September 1989 - June 1990
Computer Language Research / FASTTAX August 1988 - August 1989
Ramyk Consulting Group September 1986 - August 1988
Kellstadt Consumer Research Center September 1985 - August 1986
Skills
Equities, Analysis, Integration, Trading Systems, Software Development, Program Management, Databases, Management, Portfolio Management, Hedge Funds, IT Strategy, Investment Banking, Start-ups, Fixed Income, SDLC, Leadership, Software Project..., Electronic Trading, Enterprise Architecture, Capital Markets, Business Strategy, Strategy, Market Data, Data Warehousing, Business Intelligence, Financial Services, Testing, Mergers & Acquisitions, ETL, Networking, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1990 — 1999
Ph.D, Major: Information Technology Minor: Finance
University of Detroit Mercy 1985 — 1986
Masters, Computer Science
Indian Statistical Institute 1983 — 1985
M. Stat, Statistics & Operations Research
Anna University 1980 — 1983
B.S, Applied Sciences
Financial Services July 2015 - Present
JPMorgan Chase July 2011 - June 2015
Morgan Stanley July 2009 - June 2011
Morgan Stanley December 1994 - June 2011
NYU - Stern School of Business September 1991 - December 1996
Computer Language Research / FASTTAX September 1989 - June 1990
Computer Language Research / FASTTAX August 1988 - August 1989
Ramyk Consulting Group September 1986 - August 1988
Kellstadt Consumer Research Center September 1985 - August 1986
Skills
Equities, Analysis, Integration, Trading Systems, Software Development, Program Management, Databases, Management, Portfolio Management, Hedge Funds, IT Strategy, Investment Banking, Start-ups, Fixed Income, SDLC, Leadership, Software Project..., Electronic Trading, Enterprise Architecture, Capital Markets, Business Strategy, Strategy, Market Data, Data Warehousing, Business Intelligence, Financial Services, Testing, Mergers & Acquisitions, ETL, Networking, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1990 — 1999
Ph.D, Major: Information Technology Minor: Finance
University of Detroit Mercy 1985 — 1986
Masters, Computer Science
Indian Statistical Institute 1983 — 1985
M. Stat, Statistics & Operations Research
Anna University 1980 — 1983
B.S, Applied Sciences
Aaron Sebesta's Financial Services Experience December 2011 - Present
Job CEO at Axios Impact Investments
Industry Financial Services
Experience
Axios Impact Investments December 2014 - Present
Financial Services December 2011 - Present
ARGO October 2009 - December 2011
ARGO May 2007 - October 2009
ARGO Data Resource Corporation June 2005 - May 2007
Skills
Requirements Analysis, Software Development, Business Process..., Cross-functional Team..., Process Improvement, Testing, Project Management, Leadership, Business Analysis, Team Management, Quality Assurance, Integration, Project Planning, Business Intelligence, XML, Software Project..., Training, Vendor Management, Agile Methodologies, Software Documentation, Requirements Gathering, Microsoft SQL Server, Databases, SDLC, SQL, Quality Center, Finance, Credit Risk
Education
Colorado State University 2013 — 2014
Master of Business Administration (M.B.A.), Global Social and Sustainable Enterprise (GSSE), 4.0 GPA
New Mexico State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Computer Systems
Axios Impact Investments December 2014 - Present
Financial Services December 2011 - Present
ARGO October 2009 - December 2011
ARGO May 2007 - October 2009
ARGO Data Resource Corporation June 2005 - May 2007
Skills
Requirements Analysis, Software Development, Business Process..., Cross-functional Team..., Process Improvement, Testing, Project Management, Leadership, Business Analysis, Team Management, Quality Assurance, Integration, Project Planning, Business Intelligence, XML, Software Project..., Training, Vendor Management, Agile Methodologies, Software Documentation, Requirements Gathering, Microsoft SQL Server, Databases, SDLC, SQL, Quality Center, Finance, Credit Risk
Education
Colorado State University 2013 — 2014
Master of Business Administration (M.B.A.), Global Social and Sustainable Enterprise (GSSE), 4.0 GPA
New Mexico State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Computer Systems
Sharon (Graeb) Marks's Financial Services Experience February 2014 - April 2014
Job Project Manager at Income Research & Management
Industry Financial Services
Experience
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Thomas Crossin's Financial Services Experience February 2014 - Present
Job VP, IT Infrastructure Services
Industry Financial Services
Experience
Financial Services February 2014 - Present
Bacardi Martini, Inc. January 2010 - February 2014
Bacardi Martini, Inc. 2003 - 2010
Bacardi Martini, Inc 2000 - 2003
Skills
Personnel Management, Vendor Management, Project Management, Organizational..., Resource Development, ITIL Certified, Strategic Agility, Data Center, IT Strategy, Strategy, Budgets, Networking, IT Operations, Leadership, Cloud Computing, Technical Support, Business Transformation, Lotus Notes, Citrix, Team Building, Network Administration, Infrastructure, SharePoint, Virtualization, Servers, VMware, SAP, Active Directory, Cisco Technologies, Windows Server
Education
Barry University 2001 — 2005
Bachelors of Science, Information Technology
Financial Services February 2014 - Present
Bacardi Martini, Inc. January 2010 - February 2014
Bacardi Martini, Inc. 2003 - 2010
Bacardi Martini, Inc 2000 - 2003
Skills
Personnel Management, Vendor Management, Project Management, Organizational..., Resource Development, ITIL Certified, Strategic Agility, Data Center, IT Strategy, Strategy, Budgets, Networking, IT Operations, Leadership, Cloud Computing, Technical Support, Business Transformation, Lotus Notes, Citrix, Team Building, Network Administration, Infrastructure, SharePoint, Virtualization, Servers, VMware, SAP, Active Directory, Cisco Technologies, Windows Server
Education
Barry University 2001 — 2005
Bachelors of Science, Information Technology
Gina Diorio's Financial Services Experience 2003 - Present
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Financial Services 2003 - Present
Skills
Business Analysis, Project Management, Management, Microsoft Office, Process Improvement, Analysis, Customer Service, Microsoft Excel, SDLC, Requirements Analysis
Education
Colorado State University 1999 — 2003
Financial Services 2003 - Present
Skills
Business Analysis, Project Management, Management, Microsoft Office, Process Improvement, Analysis, Customer Service, Microsoft Excel, SDLC, Requirements Analysis
Education
Colorado State University 1999 — 2003
Jennifer Huey's Financial Services Experience November 2006 - Present
Job Vice President, Fixed Income
Industry Financial Services
Experience
Financial Services November 2006 - Present
Tower Asset Management August 2005 - November 2006
M.L. Stern & Co. June 2003 - June 2005
Skills
Fixed Income, Portfolio Management, Equities, Trading, Mutual Funds, Investments, Trading Systems, Equity Trading
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, Finance
Financial Services November 2006 - Present
Tower Asset Management August 2005 - November 2006
M.L. Stern & Co. June 2003 - June 2005
Skills
Fixed Income, Portfolio Management, Equities, Trading, Mutual Funds, Investments, Trading Systems, Equity Trading
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, Finance
Leroy Born's Financial Services Experience October 2011 - Present
Job VP Investment Advisor
Industry Financial Services
Experience
Financial Services October 2011 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Massachusetts Institute of Technology - Sloan School of Management
Financial Services October 2011 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Massachusetts Institute of Technology - Sloan School of Management
Lorraine Ali's Financial Services Experience March 2005 - March 2007
Job Patient Case Coordinator
Industry Pharmaceuticals
Experience
AmerisourceBergen October 2014 - Present
Ally Financial Inc. March 2013 - March 2014
Bank of America March 2012 - March 2013
Accenture September 2009 - April 2012
Wells Fargo February 2009 - June 2009
Leader One July 2008 - December 2008
Bank of America April 2007 - May 2008
Financial Services March 2005 - March 2007
Skills
Medical Reimbusement, Advanced Coding, FHA, Mortgage Lending, Underwriting, Loss Mitigation, Commercial Lending, Software Documentation, Loans, Credit, Investment Properties, Loan Origination, Mortgage Banking, Mortgage Underwriting, Training, VA loans
Education
Capella University 2014 — 2016
Master of Health Administration (MHA), Medical Health Administration
Belmont Abbey College 2011 — 2014
Bachelor of Arts, Liberal Arts, 3.55
Central Piedmont Community College 2009 — 2010
certification, Healthcare
AmerisourceBergen October 2014 - Present
Ally Financial Inc. March 2013 - March 2014
Bank of America March 2012 - March 2013
Accenture September 2009 - April 2012
Wells Fargo February 2009 - June 2009
Leader One July 2008 - December 2008
Bank of America April 2007 - May 2008
Financial Services March 2005 - March 2007
Skills
Medical Reimbusement, Advanced Coding, FHA, Mortgage Lending, Underwriting, Loss Mitigation, Commercial Lending, Software Documentation, Loans, Credit, Investment Properties, Loan Origination, Mortgage Banking, Mortgage Underwriting, Training, VA loans
Education
Capella University 2014 — 2016
Master of Health Administration (MHA), Medical Health Administration
Belmont Abbey College 2011 — 2014
Bachelor of Arts, Liberal Arts, 3.55
Central Piedmont Community College 2009 — 2010
certification, Healthcare
Daniel Glatter's Financial Services Experience March 2009 - June 2009
Job Deputy General Counsel & General Counsel/Secretary
Industry Financial Services
Experience
GFI Group Inc./GFI Swaps Exchange LLC July 2010 - Present
NYSE Liffe- The New York Stock Exchange July 2009 - July 2010
Financial Services March 2009 - June 2009
Virtu Financial LLC August 2008 - March 2009
Bear, Stearns & Co., Inc. July 2005 - July 2008
Societe Generale - SG Cowen & Co, September 2004 - July 2005
Merrill Lynch March 2000 - August 2004
Skills
Policy, Derivatives, Litigation, Hedge Funds, Securities, Equities, Swaps, Options, Electronic Trading, FINRA, Prime Brokerage, Fixed Income, Commodity, FX Options, Trading
Education
Hofstra University School of Law 1996 — 1999
Doctor of Law (JD)
Binghamton University 1992 — 1996
GFI Group Inc./GFI Swaps Exchange LLC July 2010 - Present
NYSE Liffe- The New York Stock Exchange July 2009 - July 2010
Financial Services March 2009 - June 2009
Virtu Financial LLC August 2008 - March 2009
Bear, Stearns & Co., Inc. July 2005 - July 2008
Societe Generale - SG Cowen & Co, September 2004 - July 2005
Merrill Lynch March 2000 - August 2004
Skills
Policy, Derivatives, Litigation, Hedge Funds, Securities, Equities, Swaps, Options, Electronic Trading, FINRA, Prime Brokerage, Fixed Income, Commodity, FX Options, Trading
Education
Hofstra University School of Law 1996 — 1999
Doctor of Law (JD)
Binghamton University 1992 — 1996
Scott Charland's Financial Services Experience October 2004 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services October 2004 - Present
Education
Bryn Mawr College 2003 — 2007
Financial Services October 2004 - Present
Education
Bryn Mawr College 2003 — 2007
Marla Oken-Turner's Financial Services Experience February 2011 - Present
Job Operations Associate
Industry Financial Services
Experience
Financial Services February 2011 - Present
Los Angeles County Department of Health Services August 2008 - February 2011
Providence Saint Joseph Hospital May 2008 - June 2008
Financial August 1996 - September 2006
Skills
Microsoft Office, PowerPoint
Education
California State University-Northridge
BS, Business Administration -Accounting
Financial Services February 2011 - Present
Los Angeles County Department of Health Services August 2008 - February 2011
Providence Saint Joseph Hospital May 2008 - June 2008
Financial August 1996 - September 2006
Skills
Microsoft Office, PowerPoint
Education
California State University-Northridge
BS, Business Administration -Accounting
Kayla Garcia's Financial Services Experience June 2006 - October 2010
Job Independent Contractor
Industry Financial Services
Experience
Down With Ellis Act SF December 2014 - Present
Consulting January 2011 - Present
Strategic Fundraising January 2011 - Present
No on Prop E 2014 - 2014
Domestic & Global Research Data & Analytics 2006 - 2014
Security Services 1992 - 2014
NoWallOnTheWaterFront 2013 - 2013
Financial Services Healthcare 2010 - January 2011
Financial Services June 2006 - October 2010
Financial Services Insurance Agency April 2003 - April 2005
Skills
Customer Service, Financial Analysis, PowerPoint, System Administration, Leadership, Fundraising, Time Management, Microsoft Excel, Analysis, Insurance, Management, Event Management, Sales, Strategic Planning, Information Management
Education
City College of San Francisco
Business Administration
McAteer School of the Arts
McAteer School of the Arts
Down With Ellis Act SF December 2014 - Present
Consulting January 2011 - Present
Strategic Fundraising January 2011 - Present
No on Prop E 2014 - 2014
Domestic & Global Research Data & Analytics 2006 - 2014
Security Services 1992 - 2014
NoWallOnTheWaterFront 2013 - 2013
Financial Services Healthcare 2010 - January 2011
Financial Services June 2006 - October 2010
Financial Services Insurance Agency April 2003 - April 2005
Skills
Customer Service, Financial Analysis, PowerPoint, System Administration, Leadership, Fundraising, Time Management, Microsoft Excel, Analysis, Insurance, Management, Event Management, Sales, Strategic Planning, Information Management
Education
City College of San Francisco
Business Administration
McAteer School of the Arts
McAteer School of the Arts
Cole Weinman's Financial Services Experience November 2010 - March 2013
Job
Industry Telecommunications
Experience
DIRECTV August 2013 - Present
Dish Network April 2013 - August 2013
Financial Services November 2010 - March 2013
Charles Schwab November 2009 - February 2011
KUIK AM August 2008 - May 2009
Campus Televion (CTV) January 2008 - May 2008
Colorado State Media Relations August 2007 - May 2008
KCSU FM August 2006 - May 2008
The Fort Collins Coloradoan The Fort Collins Coloradoan & The Greeley Tribune January 2006 - May 2008
The Rocky Mountain Collegian September 2005 - May 2008
Skills
Leadership, Training, Management, Public Speaking, Analysis, Social Media, Project Management, Customer Service, Quality Assurance, Analytics, Finance, Blogging, Business Development, Public Relations, Social Networking, Coaching, Series 63, Operations Management, Corporate Communications, Job Coaching, Series 7, Research, Access, Time Management, Teamwork, SharePoint Designer, Market Analysis, Media Relations, CRM, Data Analysis, Microsoft Office, Microsoft Excel, SAS programming, SQL, Business Intelligence, Pivot Tables, Tableau, Siebel, Business Analysis, Executive Presentations, SAS Enterprise Guide, Data Validation, Data Integrity, UAT coordination, QlikView, QlikView Development, UAT, Databases, IEX, Forecasting
Education
Colorado State University 2004 — 2008
Communication Studies, Communication Theory, Media Studies
Highlands Ranch High School 2000 — 2004
DIRECTV August 2013 - Present
Dish Network April 2013 - August 2013
Financial Services November 2010 - March 2013
Charles Schwab November 2009 - February 2011
KUIK AM August 2008 - May 2009
Campus Televion (CTV) January 2008 - May 2008
Colorado State Media Relations August 2007 - May 2008
KCSU FM August 2006 - May 2008
The Fort Collins Coloradoan The Fort Collins Coloradoan & The Greeley Tribune January 2006 - May 2008
The Rocky Mountain Collegian September 2005 - May 2008
Skills
Leadership, Training, Management, Public Speaking, Analysis, Social Media, Project Management, Customer Service, Quality Assurance, Analytics, Finance, Blogging, Business Development, Public Relations, Social Networking, Coaching, Series 63, Operations Management, Corporate Communications, Job Coaching, Series 7, Research, Access, Time Management, Teamwork, SharePoint Designer, Market Analysis, Media Relations, CRM, Data Analysis, Microsoft Office, Microsoft Excel, SAS programming, SQL, Business Intelligence, Pivot Tables, Tableau, Siebel, Business Analysis, Executive Presentations, SAS Enterprise Guide, Data Validation, Data Integrity, UAT coordination, QlikView, QlikView Development, UAT, Databases, IEX, Forecasting
Education
Colorado State University 2004 — 2008
Communication Studies, Communication Theory, Media Studies
Highlands Ranch High School 2000 — 2004
Johnny Graves's Financial Services Experience September 2005 - Present
Job Financial Professional
Industry Financial Services
Experience
Financial Services September 2005 - Present
Graves Ventures, LLC March 1993 - September 2005
Cleary Gottlieb Steen & Hamilton LLP September 1989 - March 1993
Skills
Uniform Combined State..., Securities, Finance, Retirement, Strategic Financial..., Strategic Planning, Retirement Planning, Business Strategy, Corporate Law, Fixed Annuities, Series 7, Investments, Analysis, Strategic Partnerships, Nonprofits, Leadership, Financial Analysis, Insurance, Mutual Funds, Marketing, Public Speaking, Strategy, Financial Planning, Management
Education
Yale Law School 1986 — 1989
JD, Law
Brown University 1982 — 1986
BA, History
Colgate University 1981 — 1982
Transferred from Colgate University to Brown University in 1983., History
Scarsdale High School 1977 — 1981
High School
Financial Services September 2005 - Present
Graves Ventures, LLC March 1993 - September 2005
Cleary Gottlieb Steen & Hamilton LLP September 1989 - March 1993
Skills
Uniform Combined State..., Securities, Finance, Retirement, Strategic Financial..., Strategic Planning, Retirement Planning, Business Strategy, Corporate Law, Fixed Annuities, Series 7, Investments, Analysis, Strategic Partnerships, Nonprofits, Leadership, Financial Analysis, Insurance, Mutual Funds, Marketing, Public Speaking, Strategy, Financial Planning, Management
Education
Yale Law School 1986 — 1989
JD, Law
Brown University 1982 — 1986
BA, History
Colgate University 1981 — 1982
Transferred from Colgate University to Brown University in 1983., History
Scarsdale High School 1977 — 1981
High School
Dorothy C Hopkins's Financial Services Experience 2005 - 2013
Job Owner at Holistic Health Center
Industry Health, Wellness and Fitness
Experience
Tapas Restaurant November 2012 - Present
Holistic Health Center August 2010 - Present
Financial Services 2005 - 2013
Plantation Steakhouse January 1998 - December 2009
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Teaching, Team Leadership, Strategic Planning, Teamwork, Social Media, Coaching, Research, Leadership Development, Team Building, Public Relations, Nonprofits, Microsoft Excel, Accounting, Accounts Payable, Fine Art, QuickBooks
Education
University of Nebraska at Omaha 1992 — 1997
BSBA, BA, Professional Accounting, Comp Religions, Native Am Studies, Women's Studies, Art History, Philosophy
Creighton University 1964 — 1966
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Tapas Restaurant November 2012 - Present
Holistic Health Center August 2010 - Present
Financial Services 2005 - 2013
Plantation Steakhouse January 1998 - December 2009
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Teaching, Team Leadership, Strategic Planning, Teamwork, Social Media, Coaching, Research, Leadership Development, Team Building, Public Relations, Nonprofits, Microsoft Excel, Accounting, Accounts Payable, Fine Art, QuickBooks
Education
University of Nebraska at Omaha 1992 — 1997
BSBA, BA, Professional Accounting, Comp Religions, Native Am Studies, Women's Studies, Art History, Philosophy
Creighton University 1964 — 1966
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Mary VanOrshoven's Financial Services Experience 2002 - Present
Job Digital Teaching and Blended Learning Instructor
Industry E-Learning
Experience
Greater San Diego County Schools August 2010 - Present
Financial Services 2002 - Present
Skills
Blended Learning, Synchronous and..., Curriculum Design, Mathematics, Curriculum Development, Classroom Management, Differentiated..., ELL/SDAIE Strategies, Google Class, Google Docs, Online Tutoring, Academic Tutoring, Marketing, Real Estate, Customer Service, Sales, Public Speaking, First Time Home Buyers, Marketing Strategy, Process Improvement, Leadership Development, Strategic Planning, Investment Properties, New Business Development, Team Building, Investors, Coaching
Education
Azusa Pacific University 2012 — 2014
Master of Education (M.Ed.), Digital Teaching
Azusa Pacific Univesrity 2012 — 2013
Master of Education (M.Ed.), Education and Technology, 4.0
San Diego State University-California State University 1988 — 1991
B.S., Marketing
Greater San Diego County Schools August 2010 - Present
Financial Services 2002 - Present
Skills
Blended Learning, Synchronous and..., Curriculum Design, Mathematics, Curriculum Development, Classroom Management, Differentiated..., ELL/SDAIE Strategies, Google Class, Google Docs, Online Tutoring, Academic Tutoring, Marketing, Real Estate, Customer Service, Sales, Public Speaking, First Time Home Buyers, Marketing Strategy, Process Improvement, Leadership Development, Strategic Planning, Investment Properties, New Business Development, Team Building, Investors, Coaching
Education
Azusa Pacific University 2012 — 2014
Master of Education (M.Ed.), Digital Teaching
Azusa Pacific Univesrity 2012 — 2013
Master of Education (M.Ed.), Education and Technology, 4.0
San Diego State University-California State University 1988 — 1991
B.S., Marketing
Eunice Kramer's Financial Services Experience November 2009 - Present
Job Consultant
Industry Financial Services
Experience
Financial Services November 2009 - Present
Law Foundation of Silicon Valley October 2007 - October 2009
East LA Classic Theatre September 2005 - February 2007
City of El Segundo October 1989 - November 1998
City of Manhattan Beach 1992 - 1996
TRW November 1980 - October 1989
City of Torrance December 1974 - November 1980
Skills
Nonprofits, Strategy, Financial Analysis, Budgets, Management, Financial Reporting, Accounting, Human Resources, Finance, Auditing, Procurement, Strategic Planning, Leadership, Investments
Education
Pepperdine University 1981 — 1983
MBA
Avila University 1964 — 1969
BA
Wyandotte High School
Financial Services November 2009 - Present
Law Foundation of Silicon Valley October 2007 - October 2009
East LA Classic Theatre September 2005 - February 2007
City of El Segundo October 1989 - November 1998
City of Manhattan Beach 1992 - 1996
TRW November 1980 - October 1989
City of Torrance December 1974 - November 1980
Skills
Nonprofits, Strategy, Financial Analysis, Budgets, Management, Financial Reporting, Accounting, Human Resources, Finance, Auditing, Procurement, Strategic Planning, Leadership, Investments
Education
Pepperdine University 1981 — 1983
MBA
Avila University 1964 — 1969
BA
Wyandotte High School
Joe Racan's Financial Services Experience September 1992 - October 1994
Job SVP, Operational Risk Director
Industry Financial Services
Experience
Finance, Risk, and Compliance May 2015 - Present
Management Consulting March 2012 - May 2015
Financial Services Banking Insurance December 2000 - February 2012
Retail Inventory Planning Supply Chain Logistics November 1994 - November 2000
Financial Services September 1992 - October 1994
Education
Ashland University
MBA, Finance, Summa Cum Laude
Indiana University of Pennsylvania
BS, Accounting, Cum Laude
Finance, Risk, and Compliance May 2015 - Present
Management Consulting March 2012 - May 2015
Financial Services Banking Insurance December 2000 - February 2012
Retail Inventory Planning Supply Chain Logistics November 1994 - November 2000
Financial Services September 1992 - October 1994
Education
Ashland University
MBA, Finance, Summa Cum Laude
Indiana University of Pennsylvania
BS, Accounting, Cum Laude
Tracey Groom's Financial Services Experience 2007 - Present
Job Project & Program Management Consultant (with PMP; available for contract work)
Industry Financial Services
Experience
Conestoga College 2009 - Present
Financial Services 2007 - Present
Open Text Corporation 2008 - 2008
Sun Life Financial (formerly Clarica) 2001 - 2007
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan Board 1996 - 2000
Minet Limited (now an AON member company) 1987 - 1994
Continental Pharma Cryosan Inc 1985 - 1987
Skills
Program Management, Risk Management, Change Management, Business Process, CRM, Project Management, Integration, Management, Leadership, Analysis, Business Intelligence, Project Planning, Governance, Process Improvement, Business Analysis, Strategy, Business Strategy
Education
Stanford University 2000 — 2002
Advanced Project Management
University of Western Ontario 1994 — 1996
MBA
Fellow of the Insurance Institute of Canada (FIIC)
PMP, Self-study
PMP, Project Management Professional
Concordia University
Bachelor of Commerce, Finance
Conestoga College 2009 - Present
Financial Services 2007 - Present
Open Text Corporation 2008 - 2008
Sun Life Financial (formerly Clarica) 2001 - 2007
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan Board 1996 - 2000
Minet Limited (now an AON member company) 1987 - 1994
Continental Pharma Cryosan Inc 1985 - 1987
Skills
Program Management, Risk Management, Change Management, Business Process, CRM, Project Management, Integration, Management, Leadership, Analysis, Business Intelligence, Project Planning, Governance, Process Improvement, Business Analysis, Strategy, Business Strategy
Education
Stanford University 2000 — 2002
Advanced Project Management
University of Western Ontario 1994 — 1996
MBA
Fellow of the Insurance Institute of Canada (FIIC)
PMP, Self-study
PMP, Project Management Professional
Concordia University
Bachelor of Commerce, Finance
Chuck Kureth's Financial Services Experience 1994 - Present
Job Coastal Geology/Coastal Engineering
Industry Maritime
Experience
Financial Services 1994 - Present
Independent 1974 - Present
Earthtech Engineering Ltd. 1993 - 1994
Coastal Remediation Company 1992 - 1993
Delta Environmental Consultants 1989 - 1991
CLK & Associates 1987 - 1989
The Traverse Group, Inc. 1976 - 1987
Coastal Zone Laboratory, University of Michigan 1977 - 1979
U.S. Army Corps of Engineers Detroit District 1974 - 1976
U.S. Department of Commerce, NOAA Commissioned Officer Corps 1971 - 1974
Skills
Word, Excel, PowerPoint, Microsoft Excel, Management, Project Management, Data Analysis, Analysis, Business Planning, Marketing, Sales, Proposal Writing, Research, Government, Business Development, Environmental Impact..., Time Management, Technical Writing, Geology, Environmental Awareness, Strategy, Leadership, Strategic Planning, Customer Service
Education
University of Michigan 1978 — 1980
M.S., Marine Geology & Geophysics
Carleton College 1966 — 1970
Bachelor of Arts, Geology
Financial Services 1994 - Present
Independent 1974 - Present
Earthtech Engineering Ltd. 1993 - 1994
Coastal Remediation Company 1992 - 1993
Delta Environmental Consultants 1989 - 1991
CLK & Associates 1987 - 1989
The Traverse Group, Inc. 1976 - 1987
Coastal Zone Laboratory, University of Michigan 1977 - 1979
U.S. Army Corps of Engineers Detroit District 1974 - 1976
U.S. Department of Commerce, NOAA Commissioned Officer Corps 1971 - 1974
Skills
Word, Excel, PowerPoint, Microsoft Excel, Management, Project Management, Data Analysis, Analysis, Business Planning, Marketing, Sales, Proposal Writing, Research, Government, Business Development, Environmental Impact..., Time Management, Technical Writing, Geology, Environmental Awareness, Strategy, Leadership, Strategic Planning, Customer Service
Education
University of Michigan 1978 — 1980
M.S., Marine Geology & Geophysics
Carleton College 1966 — 1970
Bachelor of Arts, Geology
Doran James's Financial Services Experience September 1987 - Present
Job Partner at Wyoming Wealth Management
Industry Financial Services
Experience
Wyoming Wealth Management 2011 - Present
Financial Services September 1987 - Present
EF Hutton to Morgan Stanley 1987 - 2011
Skills
Financial Services, Financial Analysis, Relationship Management, Securities, Asset Management, Investment Banking, Fixed Income, Financial Modeling, Retirement, Risk Management, Financial Advisory, Derivatives, Finance, Investments, Financial Planning, Wealth Management
Education
Colorado Mesa University 1976 — 1980
Bachelor of Science (BS), Accounting and Business/Management
Wyoming Wealth Management 2011 - Present
Financial Services September 1987 - Present
EF Hutton to Morgan Stanley 1987 - 2011
Skills
Financial Services, Financial Analysis, Relationship Management, Securities, Asset Management, Investment Banking, Fixed Income, Financial Modeling, Retirement, Risk Management, Financial Advisory, Derivatives, Finance, Investments, Financial Planning, Wealth Management
Education
Colorado Mesa University 1976 — 1980
Bachelor of Science (BS), Accounting and Business/Management
Mary Macmillan's Financial Services Experience April 2000 - September 2002
Job Project Financial Manager at Summit Power Group
Industry Information Technology and Services
Experience
Summit Power Group June 2011 - Present
2020 Engineering Inc. 2010 - 2011
Averetek June 2007 - April 2009
Account Services, Inc. September 2002 - June 2007
Financial Services April 2000 - September 2002
Dataflo Incorporated December 1991 - January 1999
DTF Development, Inc. 1995 - 1998
Clevenger Group May 1989 - October 1991
Clevenger Associates 1989 - 1991
Skills
General Ledger, Accounts Payable, Payroll, Financial Statements, Tax, Accounting software...
Education
City University of Seattle 2002 — 2005
Bachelor of Science, Accounting
Cornish College of the Arts
Summit Power Group June 2011 - Present
2020 Engineering Inc. 2010 - 2011
Averetek June 2007 - April 2009
Account Services, Inc. September 2002 - June 2007
Financial Services April 2000 - September 2002
Dataflo Incorporated December 1991 - January 1999
DTF Development, Inc. 1995 - 1998
Clevenger Group May 1989 - October 1991
Clevenger Associates 1989 - 1991
Skills
General Ledger, Accounts Payable, Payroll, Financial Statements, Tax, Accounting software...
Education
City University of Seattle 2002 — 2005
Bachelor of Science, Accounting
Cornish College of the Arts
Jennifer Luevano-Armstrong's Financial Services Experience May 2006 - Present
Job Specialist at Financial Services
Industry Financial Services
Experience
Financial Services May 2006 - Present
KSWT-TV February 2005 - June 2005
Buying Time Media, LLC December 2001 - May 2004
KGTV-ABC San Diego June 2003 - February 2004
Skills
Insurance, Sales, Advertising, Marketing, Media Relations, Media Planning, Life Insurance, Whole Life, Final Expense Planning, Media Buying, Promotions, Property Management, Series 6
Education
Cuesta College
Communications
Northern Virginia Community College
Communications
Financial Services May 2006 - Present
KSWT-TV February 2005 - June 2005
Buying Time Media, LLC December 2001 - May 2004
KGTV-ABC San Diego June 2003 - February 2004
Skills
Insurance, Sales, Advertising, Marketing, Media Relations, Media Planning, Life Insurance, Whole Life, Final Expense Planning, Media Buying, Promotions, Property Management, Series 6
Education
Cuesta College
Communications
Northern Virginia Community College
Communications
Dana Malesky's Financial Services Experience March 2008 - June 2011
Job Assistant Vice President
Industry Financial Services
Experience
Model Office 2011 - Present
Financial Services March 2008 - June 2011
IT May 2004 - February 2008
Education
Central Michigan University
B.S.
Model Office 2011 - Present
Financial Services March 2008 - June 2011
IT May 2004 - February 2008
Education
Central Michigan University
B.S.
Ryan Neely's Financial Services Experience December 2008 - January 2010
Job Portfolio Specialist
Industry Financial Services
Experience
ScoreSolution.com September 2008 - August 2010
Financial Services December 2008 - January 2010
Merit Financial January 2002 - May 2006
Marketing & Sales January 2002 - May 2006
Marketing & Sales January 2002 - May 2006
Marketing & Sales February 2004 - April 2006
Merit Financial August 2003 - February 2004
Merit Financial March 2003 - August 2003
Education
Arizona State University
Marketing
ScoreSolution.com September 2008 - August 2010
Financial Services December 2008 - January 2010
Merit Financial January 2002 - May 2006
Marketing & Sales January 2002 - May 2006
Marketing & Sales January 2002 - May 2006
Marketing & Sales February 2004 - April 2006
Merit Financial August 2003 - February 2004
Merit Financial March 2003 - August 2003
Education
Arizona State University
Marketing
Lynne Eagleson's Financial Services Experience June 2011 - July 2012
Job Experienced Professional
Industry Financial Services
Experience
Experienced Professional December 2014 - Present
IBA Software Technologies June 2012 - November 2014
Financial Services June 2011 - July 2012
State Street December 2008 - June 2011
State Street April 2007 - December 2008
State Street June 2005 - April 2007
State Street November 2001 - June 2005
State Street December 1998 - November 2001
State Street May 1997 - August 1998
State Street October 1995 - May 1997
Education
Boston University 1998 — 2001
MS, Financial Economics
Saint Anselm College 1990 — 1993
BA, Business
Experienced Professional December 2014 - Present
IBA Software Technologies June 2012 - November 2014
Financial Services June 2011 - July 2012
State Street December 2008 - June 2011
State Street April 2007 - December 2008
State Street June 2005 - April 2007
State Street November 2001 - June 2005
State Street December 1998 - November 2001
State Street May 1997 - August 1998
State Street October 1995 - May 1997
Education
Boston University 1998 — 2001
MS, Financial Economics
Saint Anselm College 1990 — 1993
BA, Business
Praveen Kumar Jangiti's Financial Services Experience February 2014 - Present
Job
Industry Banking
Experience
Financial Services February 2014 - Present
Wyndham Worldwide March 2013 - Present
Secureapp Technologies October 2012 - March 2013
BNP Paribas January 2006 - September 2012
Goldman Sachs June 2000 - January 2006
American International Group (AIG) May 1999 - March 2000
Skills
Sybase, Software Project..., IT Audit, CISA, Risk Management, Information Security..., IT Strategy, Unix Shell Scripting, ITIL, Unix, Requirements Analysis, ISO 27001, Operational Risk..., Vendor Management
Education
Andhra University 1992 — 1996
B.E, Electronics and Communications Engineering
Financial Services February 2014 - Present
Wyndham Worldwide March 2013 - Present
Secureapp Technologies October 2012 - March 2013
BNP Paribas January 2006 - September 2012
Goldman Sachs June 2000 - January 2006
American International Group (AIG) May 1999 - March 2000
Skills
Sybase, Software Project..., IT Audit, CISA, Risk Management, Information Security..., IT Strategy, Unix Shell Scripting, ITIL, Unix, Requirements Analysis, ISO 27001, Operational Risk..., Vendor Management
Education
Andhra University 1992 — 1996
B.E, Electronics and Communications Engineering
Jim Freethey's Financial Services Experience 2011 - Present
Job Manager Financial Services
Industry Financial Services
Experience
Financial Services 2011 - Present
State Street Bank 2007 - Present
Education
Brandeis University 1998 — 2006
Financial Services 2011 - Present
State Street Bank 2007 - Present
Education
Brandeis University 1998 — 2006
Oladapo Ayelowo's Financial Services Experience January 2014 - Present
Job Management Consultant Capital Market Compliance
Industry Investment Banking
Experience
Financial Services January 2014 - Present
UBS Investment Bank September 2012 - September 2013
UBS Investment Bank March 2013 - April 2013
L– X Consulting, Aberdeen, United Kingdom May 2011 - September 2012
Unity Bank Plc December 2009 - November 2010
Alegeh and Co September 2009 - December 2009
Skills
Arbitration, Mergers, Mediation, Corporate Law, Legal Research, Risk Management, Commercial Litigation, Civil Litigation, Contract Negotiation, Corporate Governance, Microsoft Office, Change Management, Mergers & Acquisitions, Finance, Securities, Due Diligence, Legal Compliance, Project Management, Business Analysis, Business Process..., Visio, Management, Process Improvement, Banking, Strategy, Financial Analysis, Analysis
Education
Harvard Business Publishing 2012 — 2013
Finance, General
St Mary's University, London 2012 — 2013
PGC, International Business Practice, Passed
The Robert Gordon University 2011 — 2012
LLM, International Commercial Law, First Class (Distinction)
Igbinedion University, Okada 2003 — 2008
Bachelor's degree, Law
King's College Lagos 1996 — 2002
O Levels, Arts, Passes
Financial Services January 2014 - Present
UBS Investment Bank September 2012 - September 2013
UBS Investment Bank March 2013 - April 2013
L– X Consulting, Aberdeen, United Kingdom May 2011 - September 2012
Unity Bank Plc December 2009 - November 2010
Alegeh and Co September 2009 - December 2009
Skills
Arbitration, Mergers, Mediation, Corporate Law, Legal Research, Risk Management, Commercial Litigation, Civil Litigation, Contract Negotiation, Corporate Governance, Microsoft Office, Change Management, Mergers & Acquisitions, Finance, Securities, Due Diligence, Legal Compliance, Project Management, Business Analysis, Business Process..., Visio, Management, Process Improvement, Banking, Strategy, Financial Analysis, Analysis
Education
Harvard Business Publishing 2012 — 2013
Finance, General
St Mary's University, London 2012 — 2013
PGC, International Business Practice, Passed
The Robert Gordon University 2011 — 2012
LLM, International Commercial Law, First Class (Distinction)
Igbinedion University, Okada 2003 — 2008
Bachelor's degree, Law
King's College Lagos 1996 — 2002
O Levels, Arts, Passes
david granberry's Financial Services Experience January 2009 - Present
Job Owner at Mobile Tax
Industry Accounting
Experience
Shasta County June 2010 - Present
financial services January 2009 - Present
Mobile Tax January 2009 - Present
Oak River Rehabiltation June 2005 - September 2008
Michigan Christian Home February 1999 - March 2004
Skills
Customer Relations, Strategic Planning, Microsoft Office, Coaching, Customer Service, Operations Management, Leadership, Budgets, Team Building
Education
Cornerstone University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Shasta County June 2010 - Present
financial services January 2009 - Present
Mobile Tax January 2009 - Present
Oak River Rehabiltation June 2005 - September 2008
Michigan Christian Home February 1999 - March 2004
Skills
Customer Relations, Strategic Planning, Microsoft Office, Coaching, Customer Service, Operations Management, Leadership, Budgets, Team Building
Education
Cornerstone University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Don Kouyate's Financial Services Experience December 2001 - December 2004
Job Project Finance Manager at WBB
Industry Financial Services
Experience
WBB June 2012 - Present
ASRC Federal August 2010 - June 2012
SAIC December 2004 - August 2010
Wells Fargo Bank October 2002 - December 2004
Financial Services December 2001 - December 2004
Household Financial Bank February 1999 - December 2001
First Premier Bank January 1998 - January 1999
First Premier Bank January 1993 - January 1998
France Telecom January 1987 - January 1989
Skills
Financial Analysis, Managerial Finance, Business Analysis, Risk Management, Analysis, Process Improvement, Financial Reporting, Forecasting, Finance, Management Consulting, Accounting, Budgets, Auditing, Management, Project Planning, Leadership
Education
Colorado Technical University 2003 — 2006
MBA
Georgetown University 1991 — 1995
B.S, Finance
Sorbonne University 1987 — 1989
A.S, Economics
Colorado Technical University
M.B.A, Finance
Colorado Technical University
M.A, Project Management
WBB June 2012 - Present
ASRC Federal August 2010 - June 2012
SAIC December 2004 - August 2010
Wells Fargo Bank October 2002 - December 2004
Financial Services December 2001 - December 2004
Household Financial Bank February 1999 - December 2001
First Premier Bank January 1998 - January 1999
First Premier Bank January 1993 - January 1998
France Telecom January 1987 - January 1989
Skills
Financial Analysis, Managerial Finance, Business Analysis, Risk Management, Analysis, Process Improvement, Financial Reporting, Forecasting, Finance, Management Consulting, Accounting, Budgets, Auditing, Management, Project Planning, Leadership
Education
Colorado Technical University 2003 — 2006
MBA
Georgetown University 1991 — 1995
B.S, Finance
Sorbonne University 1987 — 1989
A.S, Economics
Colorado Technical University
M.B.A, Finance
Colorado Technical University
M.A, Project Management
Barbara Valentine's Financial Services Experience June 2008 - April 2013
Job Controller / Human Resource Manager, Bay Harbor Marina
Industry Executive Office
Experience
Bay Harbor Marina April 2013 - Present
Village of Mayville, Planning Commission October 2012 - Present
Financial Services June 2008 - April 2013
Edward Jones July 2003 - June 2008
Lear Corporation September 1995 - January 2003
Skills
Leadership, Portfolio Management, Investments, Risk Management, Team Building, Strategic Financial..., Loans, Customer Service, Management, Mutual Funds, Insurance, Process Improvement
Education
Walden University 2009 — 2015
Ph.D., Public Policy and Administration
Baker College Center for Graduate Studies 2001 — 2003
Master of Business Administration (M.B.A.), Leadership Studies
Baker College Business and Corporate Services 1998 — 2001
Baccalaureate, Business Administration - Leadership Studies
Bay Harbor Marina April 2013 - Present
Village of Mayville, Planning Commission October 2012 - Present
Financial Services June 2008 - April 2013
Edward Jones July 2003 - June 2008
Lear Corporation September 1995 - January 2003
Skills
Leadership, Portfolio Management, Investments, Risk Management, Team Building, Strategic Financial..., Loans, Customer Service, Management, Mutual Funds, Insurance, Process Improvement
Education
Walden University 2009 — 2015
Ph.D., Public Policy and Administration
Baker College Center for Graduate Studies 2001 — 2003
Master of Business Administration (M.B.A.), Leadership Studies
Baker College Business and Corporate Services 1998 — 2001
Baccalaureate, Business Administration - Leadership Studies
Robert Sliker's Financial Services Experience March 1997 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Financial Services March 1997 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Variable Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Asset Allocation, Marketing Strategy, Customer Service, Strategic Planning, Leadership, Team Building
Education
Carson-Newman College 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Financial Mathematics
Hiwassee College 1992 — 1994
Associate of Science (A.S.), Financial Mathematics
Financial Services March 1997 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Variable Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Asset Allocation, Marketing Strategy, Customer Service, Strategic Planning, Leadership, Team Building
Education
Carson-Newman College 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Financial Mathematics
Hiwassee College 1992 — 1994
Associate of Science (A.S.), Financial Mathematics
Brendan Tully, CFA's Financial Services Experience March 2014 - December 2014
Job Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Hartford Funds December 2014 - Present
Financial Services March 2014 - December 2014
Eagle Asset Management June 2010 - March 2014
Legg Mason November 2004 - June 2010
Merrill Lynch October 2002 - November 2004
E*Trade January 2001 - October 2002
Skills
Series 63, Series 7, Equities, Fixed Income, Investments
Education
Arizona State University 1995 — 1999
B.A, Italian Language and Literature, Geography
Iona Prep
Iona Prep
Julie Bromann's Financial Services Experience January 2010 - Present
Job Vice President Credit Officer at American Heartland Bank & Trust
Industry Banking
Experience
American Heartland Bank & Trust September 2013 - Present
Financial Services January 2010 - Present
Bank Investor's January 2010 - February 2010
Benchmark Bank / FDIC Receivership August 2009 - December 2009
Old Second National Bank October 2002 - August 2009
Old Second National Bank January 1998 - October 2002
Skills
Risk Management, Analysis, Loans, Portfolio Management, Due Diligence, Finance, Management, Credit, Real Estate Economics, Commercial Banking, Internal Audit, Auditing, Investments, Budgets, Cash Management, Banking, Underwriting
Education
Aurora University 1995 — 1997
BA, Accounting / Finance
Waubonsee Community College 1990 — 1993
Associate of Science, Accounting
American Heartland Bank & Trust September 2013 - Present
Financial Services January 2010 - Present
Bank Investor's January 2010 - February 2010
Benchmark Bank / FDIC Receivership August 2009 - December 2009
Old Second National Bank October 2002 - August 2009
Old Second National Bank January 1998 - October 2002
Skills
Risk Management, Analysis, Loans, Portfolio Management, Due Diligence, Finance, Management, Credit, Real Estate Economics, Commercial Banking, Internal Audit, Auditing, Investments, Budgets, Cash Management, Banking, Underwriting
Education
Aurora University 1995 — 1997
BA, Accounting / Finance
Waubonsee Community College 1990 — 1993
Associate of Science, Accounting
Cleve Daniels's Financial Services Experience 2012 - Present
Job Real Estate Broker / Adjunct College Facilitator / Financial Investigator
Industry Real Estate
Experience
Financial Services 2012 - Present
Department of Justice 2009 - 2011
IRS -CI 2005 - 2008
IRS -CI 2002 - 2005
Skills
Bank Compliance,..., Leadership Development, Vol with Medicare..., Forensic Accounting, Criminal Law, Investigative Research, Fraud, Government, Certified Fraud Examiner, Private Investigations, Civil Litigation, Internal Audit, Public Speaking, Internal Investigations, Nonprofits, Criminal Investigations, AML, Bank Secrecy Act, Risk Management, Leadership, Policy, System Administration, Enforcement, Emergency Management, Evidence, Supervisory Skills, Investigation, Tax, Criminal Justice, Strategic Planning, Governance, Counterintelligence, Interviews, Federal Law, Interrogation
Education
Pfeiffer University
Master's degree - business/leadership
CSU Sacramento
Bachelor's degree, Accounting
Financial Services 2012 - Present
Department of Justice 2009 - 2011
IRS -CI 2005 - 2008
IRS -CI 2002 - 2005
Skills
Bank Compliance,..., Leadership Development, Vol with Medicare..., Forensic Accounting, Criminal Law, Investigative Research, Fraud, Government, Certified Fraud Examiner, Private Investigations, Civil Litigation, Internal Audit, Public Speaking, Internal Investigations, Nonprofits, Criminal Investigations, AML, Bank Secrecy Act, Risk Management, Leadership, Policy, System Administration, Enforcement, Emergency Management, Evidence, Supervisory Skills, Investigation, Tax, Criminal Justice, Strategic Planning, Governance, Counterintelligence, Interviews, Federal Law, Interrogation
Education
Pfeiffer University
Master's degree - business/leadership
CSU Sacramento
Bachelor's degree, Accounting
Philip Ayoub's Financial Services Experience January 1992 - Present
Job PRESIDENT at Financial Services
Industry Financial Services
Experience
Financial Services January 1992 - Present
CHAMBERLAIN COMMUNICATIONS LLC January 1997 - October 2012
NATIONAL FOOTBALL LEAGUE March 1985 - February 1992
Skills
Investments, Long-term Care, Strategic Financial..., Retirement Planning, Financial Planners, Wealth Management, 401k, Retirement, Financial Modeling, Financial Services, Securities, Financial Advisory, Series 7, Investment Advisory, Asset Managment
Education
Baruch College 1991 — 1992
Master's degree, TAXATION
New York University, Stern School of Business 1977 — 1982
Bachelor's degree, Accounting and Computer Science
Financial Services January 1992 - Present
CHAMBERLAIN COMMUNICATIONS LLC January 1997 - October 2012
NATIONAL FOOTBALL LEAGUE March 1985 - February 1992
Skills
Investments, Long-term Care, Strategic Financial..., Retirement Planning, Financial Planners, Wealth Management, 401k, Retirement, Financial Modeling, Financial Services, Securities, Financial Advisory, Series 7, Investment Advisory, Asset Managment
Education
Baruch College 1991 — 1992
Master's degree, TAXATION
New York University, Stern School of Business 1977 — 1982
Bachelor's degree, Accounting and Computer Science
Christoph Knibbe's Financial Services Experience January 2015 - Present
Job
Industry Information Technology and Services
Experience
Financial Services January 2015 - Present
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General, 4.0
Clemson University 2007 — 2010
Computer Engineering, 3.76
Tri-County Technical College 2006 — 2007
Associate's Degree, 3.9
Financial Services January 2015 - Present
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Management Information Systems, General, 4.0
Clemson University 2007 — 2010
Computer Engineering, 3.76
Tri-County Technical College 2006 — 2007
Associate's Degree, 3.9
Gaylynne Myers's Financial Services Experience August 2009 - November 2010
Job Procurement Officer with Skyline Commercial Capital
Industry Financial Services
Experience
skyline commercial capital December 2010 - Present
Financial Services August 2009 - November 2010
Arizona State Government January 2006 - January 2008
Vanguard September 2000 - December 2005
Skills
Investments, Commodity, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Research, Employee Benefits, Employee Relations, Negotiation, Finance, Training, Recruiting
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Project Management
Brigham Young University 1992 — 1994
BS, Psychology
skyline commercial capital December 2010 - Present
Financial Services August 2009 - November 2010
Arizona State Government January 2006 - January 2008
Vanguard September 2000 - December 2005
Skills
Investments, Commodity, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Research, Employee Benefits, Employee Relations, Negotiation, Finance, Training, Recruiting
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Project Management
Brigham Young University 1992 — 1994
BS, Psychology
Debra DiPasqua's Financial Services Experience June 2006 - February 2013
Job Former FSR III at Rabobank
Industry Banking
Experience
Financial Services June 2006 - February 2013
Butte County ROP 1991 - 1996
Education
California State University-Chico 1970 — 1974
Financial Services June 2006 - February 2013
Butte County ROP 1991 - 1996
Education
California State University-Chico 1970 — 1974
Elena Putman's Financial Services Experience September 2011 - Present
Job Broker
Industry Financial Services
Experience
Financial Services September 2011 - Present
North Star Resource Group August 2010 - July 2011
Vanguard January 2006 - December 2007
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 2001 — 2005
BIS, Economics, International Business
Financial Services September 2011 - Present
North Star Resource Group August 2010 - July 2011
Vanguard January 2006 - December 2007
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 2001 — 2005
BIS, Economics, International Business
Jacqui Hyland's Financial Services Experience May 2011 - January 2012
Job Billings / Commission Specialist at Nisivoccia LLP
Industry Accounting
Experience
Nisivoccia LLP January 2012 - Present
Financial Services May 2011 - January 2012
William O. Glassner Financial Services, Inc. September 1996 - April 2011
A&R Financial Planners January 1996 - September 1996
Rickel & Associates Inc July 1994 - January 1996
Spectrum Data Products July 1990 - March 1994
Education
County College of Morris
Business Administration
Nisivoccia LLP January 2012 - Present
Financial Services May 2011 - January 2012
William O. Glassner Financial Services, Inc. September 1996 - April 2011
A&R Financial Planners January 1996 - September 1996
Rickel & Associates Inc July 1994 - January 1996
Spectrum Data Products July 1990 - March 1994
Education
County College of Morris
Business Administration
Geoffrey Dietzel's Financial Services Experience 1988 - 2001
Job Director/Owner
Industry Financial Services
Experience
BFG, LLC 2001 - Present
MCRCC 2010 - 2012
Financial Services 1988 - 2001
Skills
Retirement Planning, Strategic Planning, Employee Benefits, Insurance, Investments, Sales, Social Media, Public Speaking, Financial Analysis, Real Estate, Business Planning, Underwriting, Asset Managment, Negotiation, Leadership, Marketing, Health Insurance, Microsoft Office, Mergers, Strategic Financial..., Risk Management, Venture Capital, Asset Management, Entrepreneurship, New Business Development
Education
Colgate University 1984 — 1988
BA, History
NBTHS 1980 — 1984
High School, General
BFG, LLC 2001 - Present
MCRCC 2010 - 2012
Financial Services 1988 - 2001
Skills
Retirement Planning, Strategic Planning, Employee Benefits, Insurance, Investments, Sales, Social Media, Public Speaking, Financial Analysis, Real Estate, Business Planning, Underwriting, Asset Managment, Negotiation, Leadership, Marketing, Health Insurance, Microsoft Office, Mergers, Strategic Financial..., Risk Management, Venture Capital, Asset Management, Entrepreneurship, New Business Development
Education
Colgate University 1984 — 1988
BA, History
NBTHS 1980 — 1984
High School, General
Arelis Joseph's Financial Services Experience September 2013 - Present
Job Compliance Administrator
Industry Financial Services
Experience
Financial Services September 2013 - Present
Morgan Stanley January 2011 - August 2013
Morgan Stanley Smith Barney September 1996 - August 2013
Skills
Microsoft Office, ThomsonOne, DST Vision, BNY Mellon - SuRPAS, Advisor Central
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, International Finance
Borough of Manhattan Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Banking and Finance
Financial Services September 2013 - Present
Morgan Stanley January 2011 - August 2013
Morgan Stanley Smith Barney September 1996 - August 2013
Skills
Microsoft Office, ThomsonOne, DST Vision, BNY Mellon - SuRPAS, Advisor Central
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, International Finance
Borough of Manhattan Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Banking and Finance
Haijun (Jeff) Wu, CFA's Financial Services Experience November 2011 - Present
Job Investment and Financial Analysis
Industry Financial Services
Experience
Financial Services November 2011 - Present
Byron Capital Markets August 2010 - November 2011
Power Corporation of Canada June 2007 - October 2009
SYWG BNP Paribas Asset Management February 2004 - May 2007
Hua An Fund Management Co. Ltd. August 2002 - January 2004
Ernst & Young September 2001 - August 2002
Skills
CFA, Mutual Funds, Macroeconomics, Investment Strategies, Mining, China Business..., Funding, Equity Research, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Investments, Financial Analysis, Chartered Financial..., Trading, Venture Capital, Investor Relations, Asset Management, Private Equity, Financial Markets, Equities, Capital Markets, Emerging Markets, Private Placements, Corporate Finance, IPO
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
Master, Finance
The Chinese University of Hong Kong 1998 — 2000
Master, Economics
Fudan University 1993 — 1997
Bachelor, Economics
Financial Services November 2011 - Present
Byron Capital Markets August 2010 - November 2011
Power Corporation of Canada June 2007 - October 2009
SYWG BNP Paribas Asset Management February 2004 - May 2007
Hua An Fund Management Co. Ltd. August 2002 - January 2004
Ernst & Young September 2001 - August 2002
Skills
CFA, Mutual Funds, Macroeconomics, Investment Strategies, Mining, China Business..., Funding, Equity Research, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Investments, Financial Analysis, Chartered Financial..., Trading, Venture Capital, Investor Relations, Asset Management, Private Equity, Financial Markets, Equities, Capital Markets, Emerging Markets, Private Placements, Corporate Finance, IPO
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
Master, Finance
The Chinese University of Hong Kong 1998 — 2000
Master, Economics
Fudan University 1993 — 1997
Bachelor, Economics
Mostafa Ebrahim's Financial Services Experience January 2014 - Present
Job Freelancing in bookkeeping, tax preprations and financial Advisory
Industry Nonprofit Organization Management
Experience
Financial Services January 2014 - Present
ACDP May 2006 - May 2013
Skills
Finance, Business Analysis, Cash Flow, GAAP, Cost Accounting, Analysis, Process Improvement, Management, Account Reconciliation, Change Management, Project Management, Business Strategy, Leadership, Business Planning, Fundraising
Education
Cairo University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting/Finance
Financial Services January 2014 - Present
ACDP May 2006 - May 2013
Skills
Finance, Business Analysis, Cash Flow, GAAP, Cost Accounting, Analysis, Process Improvement, Management, Account Reconciliation, Change Management, Project Management, Business Strategy, Leadership, Business Planning, Fundraising
Education
Cairo University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting/Finance
Jenny Jenewein's Financial Services Experience February 2012 - Present
Job Licensed Sales Assistant
Industry Financial Services
Experience
Financial Services February 2012 - Present
First Investors Corporation May 2010 - December 2011
Skills
Finance, Financial Services, Mutual Funds, Investments, Retirement Planning, Series 63, Insurance, Strategic Financial..., Financial Analysis, Microsoft Excel, Life Insurance, Sales, Asset Management
Education
California State University-Los Angeles 2008 — 2010
Bachelors of Science, Business Administration specializing in Finance
Financial Services February 2012 - Present
First Investors Corporation May 2010 - December 2011
Skills
Finance, Financial Services, Mutual Funds, Investments, Retirement Planning, Series 63, Insurance, Strategic Financial..., Financial Analysis, Microsoft Excel, Life Insurance, Sales, Asset Management
Education
California State University-Los Angeles 2008 — 2010
Bachelors of Science, Business Administration specializing in Finance
Edwin Bartlett's Financial Services Experience April 2012 - Present
Job Real Estate Finance Consultant
Industry Real Estate
Experience
Financial Services April 2012 - Present
HB Real Estate Services March 1996 - December 2012
Education
University of Denver 1989 — 1995
Master of Business Administration (M.B.A.), Real Estate and Construction Management, 3.5
Colorado State University 1978 — 1981
Bachelor’s Degree, Accounting, 3.8
Financial Services April 2012 - Present
HB Real Estate Services March 1996 - December 2012
Education
University of Denver 1989 — 1995
Master of Business Administration (M.B.A.), Real Estate and Construction Management, 3.5
Colorado State University 1978 — 1981
Bachelor’s Degree, Accounting, 3.8
Dee Plagens's Financial Services Experience 2004 - Present
Job Financial Advisor Assistant
Industry Financial Services
Experience
Financial services 2004 - Present
Degree of Honor Building 2000 - 2004
Plagens Family 1982 - 2000
Travelers 1975 - 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Concordia University-St. Paul 1972 — 1975
Bachelor of Arts (B.A.), Education
Financial services 2004 - Present
Degree of Honor Building 2000 - 2004
Plagens Family 1982 - 2000
Travelers 1975 - 1982
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Concordia University-St. Paul 1972 — 1975
Bachelor of Arts (B.A.), Education
Rich Basso's Financial Services Experience October 2011 - Present
Job Account Executive at Financial Services
Industry Financial Services
Experience
Financial Services October 2011 - Present
Montalbano Homes February 2006 - August 2007
Sunbelt Holdings April 2003 - February 2006
Trend Homes March 2000 - April 2003
Skills
Sales, Budgets, Leadership, Management, Contract Negotiation, Construction, Account Management, Mortgage Lending, Team Building, New Business Development, Business Planning, Investments, Negotiation, Marketing, Operations Management, Credit, Project Management, Construction Management, Small Business, Sales Management, Training, Due Diligence, Customer Service, Project Planning, Contract Management, Financial Services, Insurance, Microsoft Word, Entrepreneurship, Team Leadership, Marketing Strategy, Leadership Development, Inventory Management, Financial Analysis, Loans, Contractors, Strategic Planning, Coaching, Outlook, Recruiting, Business Strategy, Consulting, Management Consulting, Proposal Writing, Business Intelligence, Business, Real Estate Development, Residential Homes, Investment Properties, Real Estate Transactions
Education
Arizona State University
Business Administration and Management, General
Financial Services October 2011 - Present
Montalbano Homes February 2006 - August 2007
Sunbelt Holdings April 2003 - February 2006
Trend Homes March 2000 - April 2003
Skills
Sales, Budgets, Leadership, Management, Contract Negotiation, Construction, Account Management, Mortgage Lending, Team Building, New Business Development, Business Planning, Investments, Negotiation, Marketing, Operations Management, Credit, Project Management, Construction Management, Small Business, Sales Management, Training, Due Diligence, Customer Service, Project Planning, Contract Management, Financial Services, Insurance, Microsoft Word, Entrepreneurship, Team Leadership, Marketing Strategy, Leadership Development, Inventory Management, Financial Analysis, Loans, Contractors, Strategic Planning, Coaching, Outlook, Recruiting, Business Strategy, Consulting, Management Consulting, Proposal Writing, Business Intelligence, Business, Real Estate Development, Residential Homes, Investment Properties, Real Estate Transactions
Education
Arizona State University
Business Administration and Management, General
Linda Whitaker MBA, MAcc's Financial Services Experience May 2014 - Present
Job Financial Services Professional
Industry Insurance
Experience
Financial Services May 2014 - Present
Assurant Solutions 1984 - 2013
Skills
Financial Services, Insurance, General Insurance, Financial Reporting, Financial Analysis, Finance, Business Process..., Process Improvement, Risk Management, Business Analysis, Analysis, Leadership, Management, Underwriting, Vendor Management, Visio, Accounting
Education
Florida International University - College of Business 2008 — 2009
Master's Degree, Accounting
Barry University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Financial Services May 2014 - Present
Assurant Solutions 1984 - 2013
Skills
Financial Services, Insurance, General Insurance, Financial Reporting, Financial Analysis, Finance, Business Process..., Process Improvement, Risk Management, Business Analysis, Analysis, Leadership, Management, Underwriting, Vendor Management, Visio, Accounting
Education
Florida International University - College of Business 2008 — 2009
Master's Degree, Accounting
Barry University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Robert Donahue's Financial Services Experience Executive Director - Institutional Sales TradingJPMorgan ChaseApril 1998 - August 2013
Job Equity Sales and Trading
Industry Financial Services
Experience
Financial Services Executive Director - Institutional Sales TradingJPMorgan ChaseApril 1998 - August 2013
Prudential Securities April 1996 - April 1999
Hoenig & Co April 1992 - March 1996
Smith Barney June 1988 - April 1992
L.F. Rothchild, Inc. July 1987 - July 1988
Skills
Series 7, 63 and 55, US Equity Sales and..., International Equity..., Equity Derivatives..., Fixed Income Trading, Prime Brokerage Services, Hedge Funds, Equity Capital, Bloomberg, Electronic Trading, Asset Management, ETFs, Equity Capital Markets, Institutional Sales, Prime Brokerage, Securities, Trading, Mutual Funds, Series 63, Series 7, Fixed Income, Investments, Equity Derivatives, Alternative Investments, Capital Markets, Investment Banking, Trading Systems, Equity Trading
Education
Bates College 1983 — 1987
Bachelor of Arts (BA), History
Financial Services Executive Director - Institutional Sales TradingJPMorgan ChaseApril 1998 - August 2013
Prudential Securities April 1996 - April 1999
Hoenig & Co April 1992 - March 1996
Smith Barney June 1988 - April 1992
L.F. Rothchild, Inc. July 1987 - July 1988
Skills
Series 7, 63 and 55, US Equity Sales and..., International Equity..., Equity Derivatives..., Fixed Income Trading, Prime Brokerage Services, Hedge Funds, Equity Capital, Bloomberg, Electronic Trading, Asset Management, ETFs, Equity Capital Markets, Institutional Sales, Prime Brokerage, Securities, Trading, Mutual Funds, Series 63, Series 7, Fixed Income, Investments, Equity Derivatives, Alternative Investments, Capital Markets, Investment Banking, Trading Systems, Equity Trading
Education
Bates College 1983 — 1987
Bachelor of Arts (BA), History
Pamela A. McGrath's Financial Services Experience 2004 - Present
Job
Industry Financial Services
Experience
Financial Services 2004 - Present
Griffin Builders, LLC 2000 - 2004
Liberty Funds Group (now Columbia Funds) 1999 - 2000
Putnam Investments 1998 - 1999
Scudder, Stevens & Clark 1984 - 1997
Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management
Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English
Financial Services 2004 - Present
Griffin Builders, LLC 2000 - 2004
Liberty Funds Group (now Columbia Funds) 1999 - 2000
Putnam Investments 1998 - 1999
Scudder, Stevens & Clark 1984 - 1997
Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management
Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English
Judith Kuclo's Financial Services Experience 1999 - Present
Job Senior Vice President
Industry Banking
Experience
Financial Services 1999 - Present
Financial Services 1982 - Present
Education
Baldwin Wallace University
Masters of Business Administration
Financial Services 1999 - Present
Financial Services 1982 - Present
Education
Baldwin Wallace University
Masters of Business Administration
Paul Napolitano's Financial Services Experience November 1999 - Present
Job Division Vice President at Financial Services
Industry Financial Services
Experience
Financial Services November 1999 - Present
Education
Babson College
Bachelor of Arts (B.A.), Business Administration and Management, General
Financial Services November 1999 - Present
Education
Babson College
Bachelor of Arts (B.A.), Business Administration and Management, General