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.
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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
William Dickey William Dickey's Financial Services Experience 1994 - 2001
Job Seeking Modest Fortune
Industry Higher Education
Experience
North Atlanta High School 2009 - May 2014
Advertising Sales 2003 - 2009
Financial Services 1994 - 2001
Education
Georgia State University
Bachelor of Arts (BA), History
The University of Georgia
North Atlanta High School 2009 - May 2014
Advertising Sales 2003 - 2009
Financial Services 1994 - 2001
Education
Georgia State University
Bachelor of Arts (BA), History
The University of Georgia
BRAD TROTTER BRAD TROTTER's Financial Services Experience November 2009 - December 2012
Job Vice President / Area Manager at FC Lending, LTD
Industry Financial Services
Experience
FC Lending, LTD February 2013 - Present
Financial Services November 2009 - December 2012
Taylor Morrison Home Funding March 2008 - July 2009
Preffered Home Mortgage March 2006 - March 2008
Morrison Financial Services September 2003 - March 2006
Seminole Golf Course June 2000 - June 2003
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Loans, Mortgage Lending, Account Management, Banking, Contract Negotiation, First Time Home Buyers, Loan Origination, Marketing, Mortgage Banking, Negotiation, Real Estate, Real Estate Transactions, Residential Homes, Sales, Sales Management, Single Family Homes, Time Management
Education
Florida State University 1999 — 2003
Bachelor's Degree, Finance
FC Lending, LTD February 2013 - Present
Financial Services November 2009 - December 2012
Taylor Morrison Home Funding March 2008 - July 2009
Preffered Home Mortgage March 2006 - March 2008
Morrison Financial Services September 2003 - March 2006
Seminole Golf Course June 2000 - June 2003
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Loans, Mortgage Lending, Account Management, Banking, Contract Negotiation, First Time Home Buyers, Loan Origination, Marketing, Mortgage Banking, Negotiation, Real Estate, Real Estate Transactions, Residential Homes, Sales, Sales Management, Single Family Homes, Time Management
Education
Florida State University 1999 — 2003
Bachelor's Degree, Finance
Andrew Whitney Andrew Whitney's Financial Services Experience February 2015 - Present
Job Communication Strategist
Industry Marketing and Advertising
Experience
Financial Services February 2015 - Present
Financial Services May 2012 - January 2015
Timbers Resorts December 2010 - October 2011
O'BON June 2010 - August 2010
Palantir Technologies October 2008 - December 2009
Simon Property Group December 2007 - October 2008
Intrawest January 2006 - July 2007
Elite Golf Cruises 2005 - 2006
Skills
Marketing Communications, Marketing, Business Development, Project Management, PowerPoint, Budgets, New Business Development, Account Management, InDesign, Series 6, Proofreading, Press Releases, Presentation Development, Public Relations, Social Media Marketing, Social Media, Event Management, Advertising, Social Networking, Management, Customer Service, Marketing Strategy
Education
Fort Lewis College 2000 — 2004
BA, Tourism and Resort Management
Financial Services February 2015 - Present
Financial Services May 2012 - January 2015
Timbers Resorts December 2010 - October 2011
O'BON June 2010 - August 2010
Palantir Technologies October 2008 - December 2009
Simon Property Group December 2007 - October 2008
Intrawest January 2006 - July 2007
Elite Golf Cruises 2005 - 2006
Skills
Marketing Communications, Marketing, Business Development, Project Management, PowerPoint, Budgets, New Business Development, Account Management, InDesign, Series 6, Proofreading, Press Releases, Presentation Development, Public Relations, Social Media Marketing, Social Media, Event Management, Advertising, Social Networking, Management, Customer Service, Marketing Strategy
Education
Fort Lewis College 2000 — 2004
BA, Tourism and Resort Management
Holly Hill-Brooks's Financial Services Experience 1982 - 1991
Job Corporate Planning / Event Management
Industry
Experience
HHB Event Planning 2002 - Present
Community Partnerships 1993 - Present
Indiana Department of Commerce 1991 - 1993
Financial Services 1982 - 1991
Skills
Project Management, Budget..., Contract Negotiation, Leadership, Organization, Vendor Management, Venue Selection, Theme Creation, Volunteer..., Committee Management, Building Community...
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Indiana Wesleyan University
Master of Science in Management
HHB Event Planning 2002 - Present
Community Partnerships 1993 - Present
Indiana Department of Commerce 1991 - 1993
Financial Services 1982 - 1991
Skills
Project Management, Budget..., Contract Negotiation, Leadership, Organization, Vendor Management, Venue Selection, Theme Creation, Volunteer..., Committee Management, Building Community...
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Indiana Wesleyan University
Master of Science in Management
Jon Lundy, FSA Jon Lundy, FSA's Financial Services Experience October 2012 - January 2014
Job Head of Financial Risk Management at Jackson
Industry Financial Services
Experience
Jackson February 2014 - Present
Financial Services October 2012 - January 2014
Lincoln Financial Group October 2010 - October 2012
Lincoln Financial Group June 2009 - October 2010
Lincoln Financial Group February 2007 - June 2009
Lincoln Financial Advisors May 2004 - February 2007
Lincoln Financial Group 2001 - 2004
Skills
Financial Analysis, Enterprise Risk..., Fixed Annuities, Strategic Financial..., Product Management, Corporate Finance, Financial Risk, Variable Annuities, Corporate Development, Actuarial Science, Financial Reporting, Working Capital..., Capital Markets, Leadership, Finance, Retirement, Risk Management, Investments, Life Insurance, Insurance, Financial Services, Valuation
Education
DePauw University 1986 — 1990
BA, Math, Chemistry, Summa Cum Laude, Phi Beta Kappa
Jackson February 2014 - Present
Financial Services October 2012 - January 2014
Lincoln Financial Group October 2010 - October 2012
Lincoln Financial Group June 2009 - October 2010
Lincoln Financial Group February 2007 - June 2009
Lincoln Financial Advisors May 2004 - February 2007
Lincoln Financial Group 2001 - 2004
Skills
Financial Analysis, Enterprise Risk..., Fixed Annuities, Strategic Financial..., Product Management, Corporate Finance, Financial Risk, Variable Annuities, Corporate Development, Actuarial Science, Financial Reporting, Working Capital..., Capital Markets, Leadership, Finance, Retirement, Risk Management, Investments, Life Insurance, Insurance, Financial Services, Valuation
Education
DePauw University 1986 — 1990
BA, Math, Chemistry, Summa Cum Laude, Phi Beta Kappa
Susan Gerschefski's Financial Services Experience June 2014 - Present
Job Asset Movement Specialist at Financial Services Company
Industry Financial Services
Experience
Financial Services June 2014 - Present
Summit Strategies April 2013 - May 2014
Financial Company July 2011 - April 2013
Wells Fargo Advisors May 2008 - December 2010
Skills
Financial Analysis, Database Design, Customer Support, Financial Reporting, Equities, Financial Modeling, Asset Management, Investments, Data Analysis, Analysis, Due Diligence, Bloomberg, Wealth Management, Hedge Funds, Risk Management, VBA, Valuation, Asset Allocation, Insurance, Access, Analytics, Capital Markets, Derivatives, Investment Strategies, Portfolio Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Girls Preparatory School 2001 — 2007
Financial Services June 2014 - Present
Summit Strategies April 2013 - May 2014
Financial Company July 2011 - April 2013
Wells Fargo Advisors May 2008 - December 2010
Skills
Financial Analysis, Database Design, Customer Support, Financial Reporting, Equities, Financial Modeling, Asset Management, Investments, Data Analysis, Analysis, Due Diligence, Bloomberg, Wealth Management, Hedge Funds, Risk Management, VBA, Valuation, Asset Allocation, Insurance, Access, Analytics, Capital Markets, Derivatives, Investment Strategies, Portfolio Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Girls Preparatory School 2001 — 2007
Sie Youma, PRM Sie Youma, PRM's Financial Services Experience Head of ALM and liquidity riskBIAO-CIJanuary 2008 - August 2009
Job Analyst
Industry Financial Services
Experience
Financial services Head of ALM and liquidity riskBIAO-CIJanuary 2008 - August 2009
Education
PRMIA
PRM
HEC Montréal
CESAG
Financial services Head of ALM and liquidity riskBIAO-CIJanuary 2008 - August 2009
Education
PRMIA
PRM
HEC Montréal
CESAG
Amy Crosier Amy Crosier's Financial Services Experience February 2014 - Present
Job Senior Manager Strategic Communications
Industry Financial Services
Experience
Financial Services February 2014 - Present
J.P. Morgan Retirement Plan Services March 2011 - January 2014
H&R Block February 2010 - April 2011
CenturyLink June 2006 - July 2009
Sprint October 2005 - June 2006
Sprint February 2005 - October 2005
Sprint August 2002 - February 2005
Sprint March 2000 - August 2002
Sprint July 1998 - March 2000
Skills
Leadership, Cross-functional Team..., Management, Process Improvement, Training, Change Management, Business Development, Recruiting, Human Resources, Call Centers, Employee Engagement, Business Process, Sales, Coaching, Six Sigma, Marketing, Lead Generation, Customer Service, Interviews, Finance, Time Management, Fundraising, Vendor Management, Strategic Planning, Financial Services, Business Analysis, Strategy, Relationship Management, Business Process..., Project Management, Telecommunications, Account Management, Team Building, Asset Management, Product Management, Financial Analysis, Customer Experience, Investments, CRM, Team Leadership, Salesforce.com, Strategic Partnerships, Business Strategy, Forecasting, Program Management, Analysis, Budgets
Education
University of Phoenix 2003 — 2007
MBA, Business
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's, Management/Marketing
Johnson County Community College
Six Sigma Black Belt
Financial Services February 2014 - Present
J.P. Morgan Retirement Plan Services March 2011 - January 2014
H&R Block February 2010 - April 2011
CenturyLink June 2006 - July 2009
Sprint October 2005 - June 2006
Sprint February 2005 - October 2005
Sprint August 2002 - February 2005
Sprint March 2000 - August 2002
Sprint July 1998 - March 2000
Skills
Leadership, Cross-functional Team..., Management, Process Improvement, Training, Change Management, Business Development, Recruiting, Human Resources, Call Centers, Employee Engagement, Business Process, Sales, Coaching, Six Sigma, Marketing, Lead Generation, Customer Service, Interviews, Finance, Time Management, Fundraising, Vendor Management, Strategic Planning, Financial Services, Business Analysis, Strategy, Relationship Management, Business Process..., Project Management, Telecommunications, Account Management, Team Building, Asset Management, Product Management, Financial Analysis, Customer Experience, Investments, CRM, Team Leadership, Salesforce.com, Strategic Partnerships, Business Strategy, Forecasting, Program Management, Analysis, Budgets
Education
University of Phoenix 2003 — 2007
MBA, Business
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's, Management/Marketing
Johnson County Community College
Six Sigma Black Belt
Michelle (Zimmerman) Maiorisi Michelle (Zimmerman) Maiorisi's Financial Services Experience November 2004 - December 2014
Job General Ledger Sr. Accountant at FirstService Residential
Industry Accounting
Experience
FirstService Residential December 2014 - Present
Financial Services November 2004 - December 2014
FreshPoint Inc. November 2001 - November 2004
Barry Arena, LLC., CPA May 1990 - June 1999
Skills
General Ledger, Journal Entries, Financial Statements, Bank Reconciliation, Financial Accounting, Fund Accounting, Balance Sheet Review, Inventory Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Controls, Internal & External..., Microsoft Office, QuickBooks, Windows, Financial Analysis, Cross-functional Team..., Databases, Problem Solving, Process Improvement, Project Planning
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Accounting
FirstService Residential December 2014 - Present
Financial Services November 2004 - December 2014
FreshPoint Inc. November 2001 - November 2004
Barry Arena, LLC., CPA May 1990 - June 1999
Skills
General Ledger, Journal Entries, Financial Statements, Bank Reconciliation, Financial Accounting, Fund Accounting, Balance Sheet Review, Inventory Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Controls, Internal & External..., Microsoft Office, QuickBooks, Windows, Financial Analysis, Cross-functional Team..., Databases, Problem Solving, Process Improvement, Project Planning
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Accounting
Curtis Larson's Financial Services Experience 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services 2013 - Present
Zel Technologies 2011 - 2013
US Government 2004 - 2012
Fidelity Investments June 1996 - April 2007
Skills
DoD, Program Management, Team Building, Requirements Analysis, Security Clearance, Project Management, PMP, Military Operations, Project Planning, Team Leadership, Military, Government Contracting, Quality Assurance, Systems Engineering, Visio, Change Management, Training, Government, Microsoft Office, Information Assurance, Security, Process Improvement, Management, Analysis, Leadership, Microsoft Excel, Risk Management, Organizational..., Leadership Development, National Security, Intelligence Analysis, Intelligence Community, Military Experience, Counterterrorism, Force Protection, Cross-functional Team..., Physical Security, Army, Data Analysis, SharePoint, Series 7, Series 63, Policy, Business Analysis, Intelligence, HUMINT, Operational Planning, Command, Top Secret
Education
Villanova University 2012 — 2012
Program Management Certification, Program Management
Excelsior College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Financial Services 2013 - Present
Zel Technologies 2011 - 2013
US Government 2004 - 2012
Fidelity Investments June 1996 - April 2007
Skills
DoD, Program Management, Team Building, Requirements Analysis, Security Clearance, Project Management, PMP, Military Operations, Project Planning, Team Leadership, Military, Government Contracting, Quality Assurance, Systems Engineering, Visio, Change Management, Training, Government, Microsoft Office, Information Assurance, Security, Process Improvement, Management, Analysis, Leadership, Microsoft Excel, Risk Management, Organizational..., Leadership Development, National Security, Intelligence Analysis, Intelligence Community, Military Experience, Counterterrorism, Force Protection, Cross-functional Team..., Physical Security, Army, Data Analysis, SharePoint, Series 7, Series 63, Policy, Business Analysis, Intelligence, HUMINT, Operational Planning, Command, Top Secret
Education
Villanova University 2012 — 2012
Program Management Certification, Program Management
Excelsior College 2010 — 2011
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Greg Shireman's Financial Services Experience April 2013 - Present
Job Information Technology Executive | CIO | Development VP | Business Intelligence VP |
Industry Information Technology and Services
Experience
Financial Services April 2013 - Present
GLS INVESTMENTS LLC March 2013 - Present
ALLSTATE\ INSURITY January 2013 - March 2013
Experian Marketing Services June 2009 - October 2011
Experian Marketing Services December 2007 - May 2009
GE Money Services December 2006 - November 2007
GE Partnership Marketing Group October 2005 - November 2006
GE Money Partnership Marketing Group October 2004 - September 2005
GE Money Partnership Marketing Group June 2000 - September 2004
The Signature Group November 1995 - May 2000
Skills
Project Management, Change Management, Data Warehousing, Six Sigma, Software Development, Financial Management, Financial Analysis, Capital Budgeting, Budget Management, Software Lifecycle..., System Architecture, ETL, OLAP, IT Management, Direct Marketing, Call Center Development, Sales Support, CRM software, Oracle Financials, PeopleSoft, Siebel, Offshore Management, Offshore Software..., Business Intelligence, Intranet Strategy, CRM, Budgets, Analytics, Business Process, IT Strategy, Software Project..., Process Improvement, Cross-functional Team..., Managerial Finance, Databases, Management, Pre-sales, Strategy
Education
Indiana University - Kelley School of Business
MBA, Finance and Financial Management Services
Purdue University - Krannert School of Management
BSM, Accounting
Financial Services April 2013 - Present
GLS INVESTMENTS LLC March 2013 - Present
ALLSTATE\ INSURITY January 2013 - March 2013
Experian Marketing Services June 2009 - October 2011
Experian Marketing Services December 2007 - May 2009
GE Money Services December 2006 - November 2007
GE Partnership Marketing Group October 2005 - November 2006
GE Money Partnership Marketing Group October 2004 - September 2005
GE Money Partnership Marketing Group June 2000 - September 2004
The Signature Group November 1995 - May 2000
Skills
Project Management, Change Management, Data Warehousing, Six Sigma, Software Development, Financial Management, Financial Analysis, Capital Budgeting, Budget Management, Software Lifecycle..., System Architecture, ETL, OLAP, IT Management, Direct Marketing, Call Center Development, Sales Support, CRM software, Oracle Financials, PeopleSoft, Siebel, Offshore Management, Offshore Software..., Business Intelligence, Intranet Strategy, CRM, Budgets, Analytics, Business Process, IT Strategy, Software Project..., Process Improvement, Cross-functional Team..., Managerial Finance, Databases, Management, Pre-sales, Strategy
Education
Indiana University - Kelley School of Business
MBA, Finance and Financial Management Services
Purdue University - Krannert School of Management
BSM, Accounting
Garry Rawson Garry Rawson's Financial Services Experience March 1997 - June 1999
Job Customer Service Professsional
Industry Business Supplies and Equipment
Experience
Hydro International plc June 2014 - Present
Dynic USA Corporation July 1999 - April 2014
Financial Services March 1997 - June 1999
Skills
Customer Service, Crystal Reports, Supervisory Skills, ISO, Team Leadership, Problem Solving, Public Speaking, Customer Satisfaction, Sales Operations, Inventory Management, Key Account Management, Direct Sales, B2B, Account Management
Education
Eastern Washington University
B.A., Business Admin. MIS
Hydro International plc June 2014 - Present
Dynic USA Corporation July 1999 - April 2014
Financial Services March 1997 - June 1999
Skills
Customer Service, Crystal Reports, Supervisory Skills, ISO, Team Leadership, Problem Solving, Public Speaking, Customer Satisfaction, Sales Operations, Inventory Management, Key Account Management, Direct Sales, B2B, Account Management
Education
Eastern Washington University
B.A., Business Admin. MIS
Anthony Rasquinha's Financial Services Experience March 2013 - Present
Job VP IT Development
Industry Information Technology and Services
Experience
financial services March 2013 - Present
financial services October 2010 - March 2013
Butterfield Fulcrum December 2009 - September 2010
Allegro Capital Advisors July 2008 - December 2009
Infosys BPO March 2007 - July 2008
Infosys BPO April 2006 - March 2007
Infosys BPO October 2004 - April 2006
Infosys BPO October 2003 - October 2004
Infosys BPO December 2002 - October 2003
Education
Goa University 1999 — 2002
BCA, Computer Applications
financial services March 2013 - Present
financial services October 2010 - March 2013
Butterfield Fulcrum December 2009 - September 2010
Allegro Capital Advisors July 2008 - December 2009
Infosys BPO March 2007 - July 2008
Infosys BPO April 2006 - March 2007
Infosys BPO October 2004 - April 2006
Infosys BPO October 2003 - October 2004
Infosys BPO December 2002 - October 2003
Education
Goa University 1999 — 2002
BCA, Computer Applications
Laura Hreno Laura Hreno's Financial Services Experience 2005 - June 2014
Job Sr. Administrative Assistant
Industry Information Technology and Services
Experience
CNO Financial Group 2014 - Present
Financial Services 2005 - June 2014
Walker Information January 2005 - June 2005
Walker Information September 2002 - December 2004
Skills
Customer Service, Event Planning, Data Analysis, Management, Process Improvement
Education
Franklin College 1998 — 2002
Bachelor of Arts (B.A.), Sociology
CNO Financial Group 2014 - Present
Financial Services 2005 - June 2014
Walker Information January 2005 - June 2005
Walker Information September 2002 - December 2004
Skills
Customer Service, Event Planning, Data Analysis, Management, Process Improvement
Education
Franklin College 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Preet Banerjee's Financial Services Experience January 2014 - Present
Job Management Consultant at Financial Services
Industry Financial Services
Experience
Financial Services January 2014 - Present
MoneySense Magazine February 2012 - Present
The Globe and Mail September 2010 - Present
Corus Entertainment January 2012 - January 2014
W Network July 2009 - January 2014
WhereDoesAllMyMoneyGo.com - Personal Finance Blog July 2007 - December 2012
Pro-Financial Asset Management November 2008 - June 2011
ScotiaMcleod July 2006 - November 2008
Investors Group Financial Services July 2004 - July 2006
Bridgestone Racing Academy February 2002 - February 2004
Skills
Investments, Financial Planning, Personal Finance, Financial Literacy, Financial Management, Social Media, Blogging, Financial Education, Strategic Financial..., Managerial Finance, Mutual Funds, Financial Services, Finance, Investment Strategies, Leadership, Mortgage Lending, Financial Risk, Insurance, Journalism, Retirement Planning, Entrepreneurship, Newspapers, Portfolio Management, Estate Planning, Asset Management, Copy Editing, Investment Management, Web Content, Wealth, Feature Articles, Financial Analysis, Wealth Management, Strategy, Financial Advisory, Financial Markets
Education
University of Reading, Henley Business School / University of Toronto, Rotman School of Management 2014 — 2019
DBA (Doctor of Business Administration), Financial Services
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Canadian Securities Institute
DMS, Derivatives Market Specialist
Canadian Securities Institute 2006 — 2006
FMA, Financial Management Advisor
Bridgestone Racing Academy 2001 — 2001
Race Car Driver & Mechanic's Training Program, Auto Racing, Advanced Standing
University of Toronto 1997 — 2001
B.Sc., Neuroscience
Financial Services January 2014 - Present
MoneySense Magazine February 2012 - Present
The Globe and Mail September 2010 - Present
Corus Entertainment January 2012 - January 2014
W Network July 2009 - January 2014
WhereDoesAllMyMoneyGo.com - Personal Finance Blog July 2007 - December 2012
Pro-Financial Asset Management November 2008 - June 2011
ScotiaMcleod July 2006 - November 2008
Investors Group Financial Services July 2004 - July 2006
Bridgestone Racing Academy February 2002 - February 2004
Skills
Investments, Financial Planning, Personal Finance, Financial Literacy, Financial Management, Social Media, Blogging, Financial Education, Strategic Financial..., Managerial Finance, Mutual Funds, Financial Services, Finance, Investment Strategies, Leadership, Mortgage Lending, Financial Risk, Insurance, Journalism, Retirement Planning, Entrepreneurship, Newspapers, Portfolio Management, Estate Planning, Asset Management, Copy Editing, Investment Management, Web Content, Wealth, Feature Articles, Financial Analysis, Wealth Management, Strategy, Financial Advisory, Financial Markets
Education
University of Reading, Henley Business School / University of Toronto, Rotman School of Management 2014 — 2019
DBA (Doctor of Business Administration), Financial Services
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Canadian Securities Institute
DMS, Derivatives Market Specialist
Canadian Securities Institute 2006 — 2006
FMA, Financial Management Advisor
Bridgestone Racing Academy 2001 — 2001
Race Car Driver & Mechanic's Training Program, Auto Racing, Advanced Standing
University of Toronto 1997 — 2001
B.Sc., Neuroscience
Marlow Felton's Financial Services Experience February 2004 - Present
Job Author, Speaker, Financial Mentor
Industry Financial Services
Experience
Couples Money,LLC August 2011 - Present
Financial Services February 2004 - Present
Clear Channel July 2002 - October 2005
Denver Rocky Mountain News July 1997 - July 2002
Skills
Public Speaking, Coaching, Financial Services, Budgeting, Prosperity, Wealth, Couples Work, Strategic Planning
Education
Loyola University New Orleans 1985 — 1989
Bachelor's Degree, Communication and Media Studies
Couples Money,LLC August 2011 - Present
Financial Services February 2004 - Present
Clear Channel July 2002 - October 2005
Denver Rocky Mountain News July 1997 - July 2002
Skills
Public Speaking, Coaching, Financial Services, Budgeting, Prosperity, Wealth, Couples Work, Strategic Planning
Education
Loyola University New Orleans 1985 — 1989
Bachelor's Degree, Communication and Media Studies
Scott M. Zimmerman Scott M. Zimmerman's Financial Services Experience November 1988 - February 2007
Job Director of West Coast Investigator Research Sites
Industry Research
Experience
Studyops August 2009 - Present
TCH Homes August 2007 - August 2009
Financial Services November 1988 - February 2007
Skills
Clinical Research, Phase II-IV Clinical..., Clinical Development, Contracts and Budgets, CTMS, GCP, Oncology Clinical..., Biotechnology, New Business Development, Cross-functional Team..., Mergers & Acquisitions, Finance, Business Strategy, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Corporate Finance, Private Equity, Valuation, Strategy, Strategic Planning, Business Planning, Financial Analysis, Corporate Development, Management, Pharmaceutical Industry
Education
University of Miami - School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1986 — 1988
Master's degree, Finance, General
Jacksonville University 1982 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Studyops August 2009 - Present
TCH Homes August 2007 - August 2009
Financial Services November 1988 - February 2007
Skills
Clinical Research, Phase II-IV Clinical..., Clinical Development, Contracts and Budgets, CTMS, GCP, Oncology Clinical..., Biotechnology, New Business Development, Cross-functional Team..., Mergers & Acquisitions, Finance, Business Strategy, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Corporate Finance, Private Equity, Valuation, Strategy, Strategic Planning, Business Planning, Financial Analysis, Corporate Development, Management, Pharmaceutical Industry
Education
University of Miami - School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Miami - School of Business 1986 — 1988
Master's degree, Finance, General
Jacksonville University 1982 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Robert Danko Robert Danko's Financial Services Experience March 2013 - February 2015
Job CFO / VP Finance
Industry Automotive
Experience
Bill Jacobs Motorsport June 2015 - Present
Bill Jacobs Motorsport February 2015 - June 2015
Financial Services March 2013 - February 2015
Corplex Inc. 2005 - March 2013
Bethel New Life June 2000 - June 2010
Agbar Technologies, Inc. 2001 - 2003
Baxter International Inc. 1995 - 2000
Baxter 1991 - 1995
Baxter International Inc. 1988 - 1991
Morton International, Inc. 1983 - 1988
Skills
Finance, CPA, Mergers & Acquisitions, Accounting, Financial Reporting, Due Diligence, Budgets, Financial Analysis, Payroll, Forecasting, Financial Modeling, Mergers, Investor Relations, Cross-functional Team..., Auditing, Managerial Finance, Program Management, Strategic Planning, Corporate Finance, Internal Controls, Project Management, Management, Leadership, Strategy, Cost Accounting, Acquisition Integration, Contract Negotiation, Competitive Analysis, Executive Management, Start-ups, Restructuring, Business Development, Strategic Financial..., Asset Management, Change Management, Entrepreneurship, Private Equity, Business Planning, Risk Management, Venture Capital, Corporate Development, Divestitures, Operations Management, Hyperion Enterprise, Financial Planning, QuickBooks, Process Improvement, Cash Flow
Education
The University of Chicago Booth School of Business
MBA, Finance & International Business
Indiana University of PA
B.S., Accounting and Information Services
Bill Jacobs Motorsport June 2015 - Present
Bill Jacobs Motorsport February 2015 - June 2015
Financial Services March 2013 - February 2015
Corplex Inc. 2005 - March 2013
Bethel New Life June 2000 - June 2010
Agbar Technologies, Inc. 2001 - 2003
Baxter International Inc. 1995 - 2000
Baxter 1991 - 1995
Baxter International Inc. 1988 - 1991
Morton International, Inc. 1983 - 1988
Skills
Finance, CPA, Mergers & Acquisitions, Accounting, Financial Reporting, Due Diligence, Budgets, Financial Analysis, Payroll, Forecasting, Financial Modeling, Mergers, Investor Relations, Cross-functional Team..., Auditing, Managerial Finance, Program Management, Strategic Planning, Corporate Finance, Internal Controls, Project Management, Management, Leadership, Strategy, Cost Accounting, Acquisition Integration, Contract Negotiation, Competitive Analysis, Executive Management, Start-ups, Restructuring, Business Development, Strategic Financial..., Asset Management, Change Management, Entrepreneurship, Private Equity, Business Planning, Risk Management, Venture Capital, Corporate Development, Divestitures, Operations Management, Hyperion Enterprise, Financial Planning, QuickBooks, Process Improvement, Cash Flow
Education
The University of Chicago Booth School of Business
MBA, Finance & International Business
Indiana University of PA
B.S., Accounting and Information Services
Al Ward's Financial Services Experience October 2014 - Present
Job Associate Advisor Waddell & Reed Financial Services
Industry Financial Services
Experience
Financial Services October 2014 - Present
Abundant Life Ministries December 2007 - Present
Skills
Public Safety, Government, Police, Patrol, Private Investigations, Policy, Enforcement, Emergency Management, Public Speaking, Disaster Response, Public Administration, Emergency Services, Security, Supervisory Skills, Conflict Resolution, Field Training Officer, Community Policing, Criminal Justice, Training, Community Outreach, Risk Assessment, Firearms, Homeland Security, Team Building, Physical Security, Customer Service, Nonprofits, Research, Project Planning, Investigation, Microsoft Word, Security Operations, Microsoft Office, Financial Planning, Investment Advisory, Investment Strategies, Alternative Investments, Firefighting, Intelligence Analysis, Law Enforcement, Leadership Development
Education
Kaplan University 2013 — 2014
Financial Planning and Services/Investment Advisor
Trinity College of the Bible and Trinity Theological Seminary 1991 — 1996
Theology/Theological Studies
Liberty University
Theology/Theological Studies
Financial Services October 2014 - Present
Abundant Life Ministries December 2007 - Present
Skills
Public Safety, Government, Police, Patrol, Private Investigations, Policy, Enforcement, Emergency Management, Public Speaking, Disaster Response, Public Administration, Emergency Services, Security, Supervisory Skills, Conflict Resolution, Field Training Officer, Community Policing, Criminal Justice, Training, Community Outreach, Risk Assessment, Firearms, Homeland Security, Team Building, Physical Security, Customer Service, Nonprofits, Research, Project Planning, Investigation, Microsoft Word, Security Operations, Microsoft Office, Financial Planning, Investment Advisory, Investment Strategies, Alternative Investments, Firefighting, Intelligence Analysis, Law Enforcement, Leadership Development
Education
Kaplan University 2013 — 2014
Financial Planning and Services/Investment Advisor
Trinity College of the Bible and Trinity Theological Seminary 1991 — 1996
Theology/Theological Studies
Liberty University
Theology/Theological Studies
Michael Pfeffer Michael Pfeffer's Financial Services Experience February 2001 - February 2013
Job Advisory National Recruiting at PwC
Industry Information Technology and Services
Experience
PwC August 2014 - Present
Acquirement Group August 2013 - Present
The Brixton Group, Inc. June 2012 - August 2013
Financial Services February 2001 - February 2013
2nd Century Communications 2000 - 2001
SpectrumCareers 1999 - 2000
Spherion 1991 - 1998
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Sales Management, Business Development, CRM, New Business Development, Sales, Sourcing, Applicant Tracking..., Management Consulting
Education
James Madison University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
South Lakes High 1983 — 1986
PwC August 2014 - Present
Acquirement Group August 2013 - Present
The Brixton Group, Inc. June 2012 - August 2013
Financial Services February 2001 - February 2013
2nd Century Communications 2000 - 2001
SpectrumCareers 1999 - 2000
Spherion 1991 - 1998
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Sales Management, Business Development, CRM, New Business Development, Sales, Sourcing, Applicant Tracking..., Management Consulting
Education
James Madison University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
South Lakes High 1983 — 1986
Vicki Nihart Vicki Nihart's Financial Services Experience March 2011 - January 2012
Job Senior Vice President Research & Client Services at Customer Relationship Metrics
Industry Financial Services
Experience
Customer Relationship Metrics June 2014 - Present
Customer Relationship Metrics March 2012 - June 2014
Financial Services March 2011 - January 2012
Ford Motor Credit Company March 2007 - March 2011
Ford Motor Credit Company 2009 - 2011
Ford Motor Credit Company 2008 - 2009
Ford Motor Credit Company 2007 - 2008
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company 2001 - 2005
Ford Motor Credit Company 1997 - 2001
Skills
Financial Analysis, Risk Management, Time Management, Process Improvement, Six Sigma, Training, Leadership, Finance, Management, Budgets, Sales, Team Building, Credit, Customer Service, Sales Operations, Portfolio Management, Certified Six Sigma..., Data Analysis, Business Ethics, Risk Analysis, Organizing, Attention To Detail, Cost Analysis, Cost Reduction, Compliance, Efficiency Improvement, Continuous Improvement, Quality Assurance, Operational Risk..., Risk Analytics, Customer Satisfaction, Customer Experience, CRM, Analysis, Call Centers, Strategy, Financial Risk, Customer Retention, Team Leadership, Operations Management, Banking, Forecasting, Strategic Planning, Coaching, Microsoft Office, Relationship Management, Vendor Management
Education
Aveta Business Institute 2012 — 2012
Six Sigma Black Belt
Kaplan University
Associates, Accounting, Summa Cum Laude
Customer Relationship Metrics June 2014 - Present
Customer Relationship Metrics March 2012 - June 2014
Financial Services March 2011 - January 2012
Ford Motor Credit Company March 2007 - March 2011
Ford Motor Credit Company 2009 - 2011
Ford Motor Credit Company 2008 - 2009
Ford Motor Credit Company 2007 - 2008
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company 2001 - 2005
Ford Motor Credit Company 1997 - 2001
Skills
Financial Analysis, Risk Management, Time Management, Process Improvement, Six Sigma, Training, Leadership, Finance, Management, Budgets, Sales, Team Building, Credit, Customer Service, Sales Operations, Portfolio Management, Certified Six Sigma..., Data Analysis, Business Ethics, Risk Analysis, Organizing, Attention To Detail, Cost Analysis, Cost Reduction, Compliance, Efficiency Improvement, Continuous Improvement, Quality Assurance, Operational Risk..., Risk Analytics, Customer Satisfaction, Customer Experience, CRM, Analysis, Call Centers, Strategy, Financial Risk, Customer Retention, Team Leadership, Operations Management, Banking, Forecasting, Strategic Planning, Coaching, Microsoft Office, Relationship Management, Vendor Management
Education
Aveta Business Institute 2012 — 2012
Six Sigma Black Belt
Kaplan University
Associates, Accounting, Summa Cum Laude
Greg Colonna Greg Colonna's Financial Services Experience 2011 - Present
Job Client Service Associate
Industry Financial Services
Experience
Financial Services 2011 - Present
Skills
Series 7, Series 63, Customer Service, Customer Satisfaction
Education
St. Francis College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Fordham University 2001 — 2002
Financial Services 2011 - Present
Skills
Series 7, Series 63, Customer Service, Customer Satisfaction
Education
St. Francis College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Fordham University 2001 — 2002
L.S. Figueroa L.S. Figueroa's Financial Services Experience October 2014 - Present
Job Medical Claims Processor/Examiner at Financial Services
Industry Financial Services
Experience
Financial Services October 2014 - Present
Skills
Public Speaking, Customer Service, Microsoft Office, Organización de eventos, Investigación y..., Redes sociales, Mercadotecnia en medios..., Relaciones públicas, Microsoft Excel, PowerPoint, Translation, Interpreting
Education
Liceo de Arte y Tecnologia 2013 — 2014
Medical Coder and Biller, Medical Office Administration
Financial Services October 2014 - Present
Skills
Public Speaking, Customer Service, Microsoft Office, Organización de eventos, Investigación y..., Redes sociales, Mercadotecnia en medios..., Relaciones públicas, Microsoft Excel, PowerPoint, Translation, Interpreting
Education
Liceo de Arte y Tecnologia 2013 — 2014
Medical Coder and Biller, Medical Office Administration
Elizabeth Lacey Elizabeth Lacey's Financial Services Experience August 1995 - August 2003
Job Real Estate Finance
Industry Real Estate
Experience
Greystone Servicing Corporation, Inc January 2013 - Present
Fannie Mae February 2006 - July 2013
Pension Benefit Guaranty Corporation (PBGC) August 2003 - February 2006
Financial Services August 1995 - August 2003
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.), International Business
University of Central Florida
Bachelor's Degree, Finance, Graduated Summa Cum Laude
Greystone Servicing Corporation, Inc January 2013 - Present
Fannie Mae February 2006 - July 2013
Pension Benefit Guaranty Corporation (PBGC) August 2003 - February 2006
Financial Services August 1995 - August 2003
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.), International Business
University of Central Florida
Bachelor's Degree, Finance, Graduated Summa Cum Laude
Wendy Lawson's Financial Services Experience September 2013 - February 2014
Job Student Relations at Diego Hills Charter School
Industry Writing and Editing
Experience
Diego Hills Charter School August 2014 - Present
Self Employed July 2012 - October 2014
Blogger February 2012 - August 2014
Financial Services September 2013 - February 2014
See's Candies November 2011 - December 2011
KinderCare January 2010 - September 2010
Duncan Regional Hospital August 2008 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Google Docs, Writing, Editing, Problem Solving, Sewing, Announcements, Christian Ministry, Event Planning, Social Media Marketing, Management, Public Speaking, Facebook, Fundraising
Education
Grossmont College 2010 — 2012
Associate of Arts (A.A.), Behavioral Sciences
West Hills High School 1997 — 2001
Diego Hills Charter School August 2014 - Present
Self Employed July 2012 - October 2014
Blogger February 2012 - August 2014
Financial Services September 2013 - February 2014
See's Candies November 2011 - December 2011
KinderCare January 2010 - September 2010
Duncan Regional Hospital August 2008 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Google Docs, Writing, Editing, Problem Solving, Sewing, Announcements, Christian Ministry, Event Planning, Social Media Marketing, Management, Public Speaking, Facebook, Fundraising
Education
Grossmont College 2010 — 2012
Associate of Arts (A.A.), Behavioral Sciences
West Hills High School 1997 — 2001
J. Christopher Zozula J. Christopher Zozula's Financial Services Experience January 2007 - August 2013
Job Law Student, Duquesne University School of Law
Industry Law Practice
Experience
Duquesne University School of Law August 2013 - Present
Houston Harbaugh May 2015 - August 2015
United States District Court, Western District of Pennsylvania September 2014 - December 2014
Court of Common Pleas of Allegheny County, Pennsylvania July 2014 - September 2014
Financial Services January 2007 - August 2013
Skills
Retirement, Disability Insurance, Retirement Planning, Insurance, Long Term Care Insurance, Leadership, Sales, Fixed Annuities, Securities, Employee Benefits, Estate Planning, Life Insurance, IRAs, Finance, 401k, Marketing, Budgets, Mutual Funds, Long-term Care, Team Building, Management, Investments, Public Speaking, Networking, Financial Services, Asset Management, Investment Advisory, Sales Process, Estate Law, Legal Research, Legal Writing, Commercial Insurance, Risk Management, 401k Rollovers, Microsoft Office, Series 63, Strategic Planning, Microsoft Excel, Financial Goals, Wealth Management, Small Business, Banking, Customer Service, Series 6
Education
Duquesne University School of Law 2013 — 2016
Candidate for Juris Doctor, expected 2016, Law
University of Pittsburgh 2002 — 2007
Bachelor of Science, Cum Laude
Southmoreland School District 1998 — 2002
Duquesne University School of Law August 2013 - Present
Houston Harbaugh May 2015 - August 2015
United States District Court, Western District of Pennsylvania September 2014 - December 2014
Court of Common Pleas of Allegheny County, Pennsylvania July 2014 - September 2014
Financial Services January 2007 - August 2013
Skills
Retirement, Disability Insurance, Retirement Planning, Insurance, Long Term Care Insurance, Leadership, Sales, Fixed Annuities, Securities, Employee Benefits, Estate Planning, Life Insurance, IRAs, Finance, 401k, Marketing, Budgets, Mutual Funds, Long-term Care, Team Building, Management, Investments, Public Speaking, Networking, Financial Services, Asset Management, Investment Advisory, Sales Process, Estate Law, Legal Research, Legal Writing, Commercial Insurance, Risk Management, 401k Rollovers, Microsoft Office, Series 63, Strategic Planning, Microsoft Excel, Financial Goals, Wealth Management, Small Business, Banking, Customer Service, Series 6
Education
Duquesne University School of Law 2013 — 2016
Candidate for Juris Doctor, expected 2016, Law
University of Pittsburgh 2002 — 2007
Bachelor of Science, Cum Laude
Southmoreland School District 1998 — 2002
Alex Razumov Alex Razumov's Financial Services Experience February 2013 - Present
Job Quantitative Risk Analyst looking for job opportunities
Industry Financial Services
Experience
Financial Services February 2013 - Present
Goldman Sachs August 2011 - July 2012
Goldman Sachs January 2009 - July 2011
JPMorgan Chase February 2006 - September 2009
Chicago Board Options January 2000 - January 2006
NORTHERN TRUST CORPORATION 1997 - 2000
Skills
Quantitative Finance, Risk, Derivatives, Debt, Credit, Rates, Fixed Income
Education
University of Chicago 2007 — 2009
Master of Science (MS), Financial Mathematics
DePaul University 1997 — 1998
Post graduation Computer Science program
Moscow Aviation Institute (National Research University) 1989 — 1995
MS, Master of Science in Electrical Engineering
Financial Services February 2013 - Present
Goldman Sachs August 2011 - July 2012
Goldman Sachs January 2009 - July 2011
JPMorgan Chase February 2006 - September 2009
Chicago Board Options January 2000 - January 2006
NORTHERN TRUST CORPORATION 1997 - 2000
Skills
Quantitative Finance, Risk, Derivatives, Debt, Credit, Rates, Fixed Income
Education
University of Chicago 2007 — 2009
Master of Science (MS), Financial Mathematics
DePaul University 1997 — 1998
Post graduation Computer Science program
Moscow Aviation Institute (National Research University) 1989 — 1995
MS, Master of Science in Electrical Engineering
Lloyd DeVaux Lloyd DeVaux's Financial Services Experience April 2013 - August 2013
Job President and CEO at Sunstate Bank
Industry Financial Services
Experience
City National Bank September 2013 - July 2014
Financial Services April 2013 - August 2013
BankAtlantic Bancorp June 2001 - October 2012
Union Planters Bank January 1995 - June 2001
IBM May 1988 - May 1994
Schlumberger Limited July 1978 - August 1987
Skills
Entrepreneurship, Strategy, Process Improvement, Risk Management, Finance, Banking, Leadership, Business Strategy, Coaching, Loans, Mergers & Acquisitions, Cash Management, Commercial Banking, Credit, Contract Negotiation, Business Process, Strategic Planning, Commercial Lending, Treasury Management, Internal Controls, Product Development, Retail Banking, Sales, Mergers, Consumer Lending, Financial Risk, Team Building, Financial Services, ITIL, Project Portfolio..., Small Business Lending, Financial Analysis, Project Planning, Mortgage Lending, Portfolio Management, IT Service Management, Management, Organizational..., Customer Service, Enterprise Architecture, Corporate Finance, Business Process..., Operations Management, Credit Analysis, Vendor Management, Due Diligence, Credit Risk, Cross Selling, AML, Executive Management
Education
Harvard Business School 2006 — 2010
OPM, Business
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA, Finance and Marketing, 3.97
State University of New York College at Buffalo 1975 — 1978
BSEE, Electrical Engineering
City National Bank September 2013 - July 2014
Financial Services April 2013 - August 2013
BankAtlantic Bancorp June 2001 - October 2012
Union Planters Bank January 1995 - June 2001
IBM May 1988 - May 1994
Schlumberger Limited July 1978 - August 1987
Skills
Entrepreneurship, Strategy, Process Improvement, Risk Management, Finance, Banking, Leadership, Business Strategy, Coaching, Loans, Mergers & Acquisitions, Cash Management, Commercial Banking, Credit, Contract Negotiation, Business Process, Strategic Planning, Commercial Lending, Treasury Management, Internal Controls, Product Development, Retail Banking, Sales, Mergers, Consumer Lending, Financial Risk, Team Building, Financial Services, ITIL, Project Portfolio..., Small Business Lending, Financial Analysis, Project Planning, Mortgage Lending, Portfolio Management, IT Service Management, Management, Organizational..., Customer Service, Enterprise Architecture, Corporate Finance, Business Process..., Operations Management, Credit Analysis, Vendor Management, Due Diligence, Credit Risk, Cross Selling, AML, Executive Management
Education
Harvard Business School 2006 — 2010
OPM, Business
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA, Finance and Marketing, 3.97
State University of New York College at Buffalo 1975 — 1978
BSEE, Electrical Engineering
Susan McCoy McVicker Susan McCoy McVicker's Financial Services Experience 1982 - 1997
Job Founder at Business Energetics
Industry Financial Services
Experience
Business Energetics November 2010 - Present
BodyTalk for Better Health 2002 - Present
Financial Services 1982 - 1997
Skills
Management Consulting
Education
Duke University
BA, Economics, Political Science
International BodyTalk Association
Certified BodyTalk Practitioner, BodyTalk, AnimalTalk
Tulane University - A.B. Freeman School of Business
MBA, Finance, Accounting
Utah College of Massage Therapy
Massage Therapist, Bodywork
Business Energetics November 2010 - Present
BodyTalk for Better Health 2002 - Present
Financial Services 1982 - 1997
Skills
Management Consulting
Education
Duke University
BA, Economics, Political Science
International BodyTalk Association
Certified BodyTalk Practitioner, BodyTalk, AnimalTalk
Tulane University - A.B. Freeman School of Business
MBA, Finance, Accounting
Utah College of Massage Therapy
Massage Therapist, Bodywork
Lupe Beltrán's Financial Services Experience June 2001 - January 2013
Job Sr. Loan Officer at Guild Mortgage Company
Industry Real Estate
Experience
Guild Mortgage Company February 2010 - Present
Financial Services June 2001 - January 2013
Shore Financial Group 2002 - 2007
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Loans, VA loans, First Time Home Buyers, USDA, Credit, Real Estate, Investment Properties, FHA financing, Underwriting, Real Estate Financing, VA Loans, Investors, Real Estate Transactions, Insurance, Reverse Mortgages, FHA Financing, Short Sales
Education
Fresno Pacific University 1998 — 2001
Management Organizational Developement, Management
Selma High School 1987 — 1991
Diploma, General Ed.
Guild Mortgage Company February 2010 - Present
Financial Services June 2001 - January 2013
Shore Financial Group 2002 - 2007
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Loans, VA loans, First Time Home Buyers, USDA, Credit, Real Estate, Investment Properties, FHA financing, Underwriting, Real Estate Financing, VA Loans, Investors, Real Estate Transactions, Insurance, Reverse Mortgages, FHA Financing, Short Sales
Education
Fresno Pacific University 1998 — 2001
Management Organizational Developement, Management
Selma High School 1987 — 1991
Diploma, General Ed.
Craig Swan,RFC Craig Swan,RFC's Financial Services Experience January 2000 - May 2008
Job Dave Ramsey Colorado Springs Investing ELP
Industry Financial Services
Experience
Swan Wealth Management May 2010 - Present
High Plain Helping Hands Food Pantry March 2010 - Present
Summit Wealth Group January 2008 - May 2010
Financial Services January 2000 - May 2008
Skills
Estate Planning, Alternative Investments, Wealth Accumulation, Retirement Planning, Passive Investment, Fee Based, Charitable Giving, Portfolio Management, Financial Services, Mutual Funds, Investment Advisory, Fixed Annuities, Investments, Charities, Retirement, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Asset Allocation, Small Business, Asset Management, Investment Strategies, Finance, 401k, FINRA, Wealth, Personal Finance, Long-term Care, Life Insurance, IRAs, Financial Risk, Disability Insurance, Investment Management, Wealth Management..., Insurance, Series 63, Uniform Combined State...
Education
Lubbock Christian University 1996 — 2000
Bachelor of Science in Financial Analysis, Finance
Derby High School 1992 — 1996
Swan Wealth Management May 2010 - Present
High Plain Helping Hands Food Pantry March 2010 - Present
Summit Wealth Group January 2008 - May 2010
Financial Services January 2000 - May 2008
Skills
Estate Planning, Alternative Investments, Wealth Accumulation, Retirement Planning, Passive Investment, Fee Based, Charitable Giving, Portfolio Management, Financial Services, Mutual Funds, Investment Advisory, Fixed Annuities, Investments, Charities, Retirement, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Financial Planners, Asset Allocation, Small Business, Asset Management, Investment Strategies, Finance, 401k, FINRA, Wealth, Personal Finance, Long-term Care, Life Insurance, IRAs, Financial Risk, Disability Insurance, Investment Management, Wealth Management..., Insurance, Series 63, Uniform Combined State...
Education
Lubbock Christian University 1996 — 2000
Bachelor of Science in Financial Analysis, Finance
Derby High School 1992 — 1996
Paige McConney's Financial Services Experience June 2010 - August 2011
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
MKTG INC June 2015 - Present
IMG Live, LLC May 2013 - November 2014
MKTG INC August 2011 - 2013
Marketing Werks August 2012 - October 2012
NFL Store 2012 - 2012
Financial Services June 2010 - August 2011
Abercrombie & Fitch June 2009 - May 2010
TSE June 2007 - February 2008
Skills
Microsoft Office, Facebook, Twitter, Online Marketing, Public Relations, Social Media, Marketing, Training, Social Networking, Advertising, Account Management, Event Planning, Social Media Marketing, Public Speaking, Marketing Communications, Management
Education
Manhattan College 2005 — 2009
Bachelor of Science, Marketing
Bishop Guertin High School 2001 — 2005
MKTG INC June 2015 - Present
IMG Live, LLC May 2013 - November 2014
MKTG INC August 2011 - 2013
Marketing Werks August 2012 - October 2012
NFL Store 2012 - 2012
Financial Services June 2010 - August 2011
Abercrombie & Fitch June 2009 - May 2010
TSE June 2007 - February 2008
Skills
Microsoft Office, Facebook, Twitter, Online Marketing, Public Relations, Social Media, Marketing, Training, Social Networking, Advertising, Account Management, Event Planning, Social Media Marketing, Public Speaking, Marketing Communications, Management
Education
Manhattan College 2005 — 2009
Bachelor of Science, Marketing
Bishop Guertin High School 2001 — 2005
Herman Taylor, M.Ed.'s Financial Services Experience 1987 - 1990
Job Equity Retirement Solutions (ERS)
Industry Financial Services
Experience
Equity Retirement Solutions (ERS) March 2015 - Present
Homerica LLC August 2006 - March 2015
Homerica LLC 2002 - 2006
TDMC Mortgage Company 1998 - 2002
Financial Services 1987 - 1990
Skills
Mortgage Lending, Loans, Residential Homes, Strategic Financial..., Public Speaking, Customer Service, Loan Origination, Strategic Planning, Team Building, Small Business, Leadership, Insurance, Sales, Training, Coaching, Real Estate, Sales Management, Selling, Financial Planning
Education
University of Texas 2008 — 2011
Masters, Leadership and Policy Studies
Harvard University
Certificate program, Organizational Leadership
Saint Edward's University 1990 — 1994
Bachelors, Business
Equity Retirement Solutions (ERS) March 2015 - Present
Homerica LLC August 2006 - March 2015
Homerica LLC 2002 - 2006
TDMC Mortgage Company 1998 - 2002
Financial Services 1987 - 1990
Skills
Mortgage Lending, Loans, Residential Homes, Strategic Financial..., Public Speaking, Customer Service, Loan Origination, Strategic Planning, Team Building, Small Business, Leadership, Insurance, Sales, Training, Coaching, Real Estate, Sales Management, Selling, Financial Planning
Education
University of Texas 2008 — 2011
Masters, Leadership and Policy Studies
Harvard University
Certificate program, Organizational Leadership
Saint Edward's University 1990 — 1994
Bachelors, Business
Marianne Carter, FLMI, CLU, CASL, ChFC, CDFA's Financial Services Experience October 2007 - Present
Job Registered Representative at Financial Services
Industry Financial Services
Experience
Financial Services October 2007 - Present
Heald Financial Advisors June 1999 - January 2011
Prudential Financial January 1998 - June 1999
Skills
Series 7, Series 63, Series 66, Life and Health..., Strategic Financial..., Retirement Planning, Social Security Planning
Education
The American College 1989 — 2013
CLU, CASL, ChFC
Massachusetts College of Liberal Arts 1975 — 1979
Bachelor of Science (B.S.), Business and Economics
Financial Services October 2007 - Present
Heald Financial Advisors June 1999 - January 2011
Prudential Financial January 1998 - June 1999
Skills
Series 7, Series 63, Series 66, Life and Health..., Strategic Financial..., Retirement Planning, Social Security Planning
Education
The American College 1989 — 2013
CLU, CASL, ChFC
Massachusetts College of Liberal Arts 1975 — 1979
Bachelor of Science (B.S.), Business and Economics
Allison Konish's Financial Services Experience April 2015 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Financial Services April 2015 - Present
kirshenbaum bond senecal + partners September 2014 - April 2015
WSL Strategic Retail September 2012 - September 2014
Plan-it Marketing April 2012 - September 2012
Arnold Worldwide April 2011 - March 2012
Plan-it Marketing February 2008 - April 2011
REDBOOK Magazine June 2006 - August 2006
Skills
Customer Insight, Market Research, Blogging, Leadership, Brand Development, Strategic Thinking, Consumer Insights, Creative Problem Solving, Shopper Marketing, Shopper Insights, Marketing Communications, Brand Architecture, Digital Strategy, Marketing Research, Email Marketing
Education
Miami Ad School 2007 — 2008
Account Planning
Syracuse University
BFA, Advertising Design
Financial Services April 2015 - Present
kirshenbaum bond senecal + partners September 2014 - April 2015
WSL Strategic Retail September 2012 - September 2014
Plan-it Marketing April 2012 - September 2012
Arnold Worldwide April 2011 - March 2012
Plan-it Marketing February 2008 - April 2011
REDBOOK Magazine June 2006 - August 2006
Skills
Customer Insight, Market Research, Blogging, Leadership, Brand Development, Strategic Thinking, Consumer Insights, Creative Problem Solving, Shopper Marketing, Shopper Insights, Marketing Communications, Brand Architecture, Digital Strategy, Marketing Research, Email Marketing
Education
Miami Ad School 2007 — 2008
Account Planning
Syracuse University
BFA, Advertising Design
David Bulley MSc David Bulley MSc's Financial Services Experience May 2015 - Present
Job Finance
Industry Financial Services
Experience
Financial Services May 2015 - Present
Florida Credit Union March 2013 - April 2015
TD Bank Group May 2012 - April 2013
HSBC March 2011 - March 2012
Interchange Organization September 2006 - July 2010
Lambeth Building Society (Credit Union) September 2005 - August 2006
Lloyds TSB Bank April 2001 - August 2005
Skills
Financial Risk, Branch Management, Portfolio Management, Mortgage Lending, Residential Mortgages, Retail Banking, Banking, Credit, Loans, Credit Risk, Credit Analysis, Commercial Banking, Relationship Management, Financial Analysis, Financial Services, Strategic Financial..., Customer Service, Business Planning, Management, Business Development, Strategy, Leadership, Business Strategy, New Business Development, Team Leadership, Finance, Sales, Strategic Planning, Analysis, Negotiation, Risk Management
Education
University of Greenwich 2001 — 2004
MSc International Banking and Finance, Banking and Corporate Finance
Kwame Nkrumah' University of Science and Technology, Kumasi 1994 — 1998
BA Hons, Arts
Financial Services May 2015 - Present
Florida Credit Union March 2013 - April 2015
TD Bank Group May 2012 - April 2013
HSBC March 2011 - March 2012
Interchange Organization September 2006 - July 2010
Lambeth Building Society (Credit Union) September 2005 - August 2006
Lloyds TSB Bank April 2001 - August 2005
Skills
Financial Risk, Branch Management, Portfolio Management, Mortgage Lending, Residential Mortgages, Retail Banking, Banking, Credit, Loans, Credit Risk, Credit Analysis, Commercial Banking, Relationship Management, Financial Analysis, Financial Services, Strategic Financial..., Customer Service, Business Planning, Management, Business Development, Strategy, Leadership, Business Strategy, New Business Development, Team Leadership, Finance, Sales, Strategic Planning, Analysis, Negotiation, Risk Management
Education
University of Greenwich 2001 — 2004
MSc International Banking and Finance, Banking and Corporate Finance
Kwame Nkrumah' University of Science and Technology, Kumasi 1994 — 1998
BA Hons, Arts
Ashley Elrick's Financial Services Experience January 1994 - 2008
Job Hospitality Specialist at HD Supply Solutions
Industry Marketing and Advertising
Experience
HD Supply Solutions March 2012 - Present
Financial Services January 1994 - 2008
Skills
Management
Education
Kansas State University 1988 — 1992
BS, Liberal Arts & Sciences
HD Supply Solutions March 2012 - Present
Financial Services January 1994 - 2008
Skills
Management
Education
Kansas State University 1988 — 1992
BS, Liberal Arts & Sciences
ralph chatman jr ralph chatman jr's Financial Services Experience August 2008 - November 2010
Job division leader at primerica financial services
Industry Financial Services
Experience
Rem Inc December 2010 - Present
Financial Services August 2008 - November 2010
Primerica August 2008 - November 2010
Skills
Insurance, IRAs, Customer Service, College Savings Plans, Income Protection, Retirement
Education
Culinary Technique 2010 — 2013
Associate of Arts and Sciences (AAS), culinary management
Illinois Institute of Art 2010 — 2013
Associate of Applied Science, Culinary Arts
Illinois Institute of Art 2010 — 2013
Associate of Applied Science, Culinary Arts
Culinary Technique 2010 — 2012
Illinois Institute of Art 2010 — 2012
Associate of Applied Science, Culinary Arts
Culinary Technique
Rem Inc December 2010 - Present
Financial Services August 2008 - November 2010
Primerica August 2008 - November 2010
Skills
Insurance, IRAs, Customer Service, College Savings Plans, Income Protection, Retirement
Education
Culinary Technique 2010 — 2013
Associate of Arts and Sciences (AAS), culinary management
Illinois Institute of Art 2010 — 2013
Associate of Applied Science, Culinary Arts
Illinois Institute of Art 2010 — 2013
Associate of Applied Science, Culinary Arts
Culinary Technique 2010 — 2012
Illinois Institute of Art 2010 — 2012
Associate of Applied Science, Culinary Arts
Culinary Technique
Chad J Sepulvado's Financial Services Experience January 2006 - Present
Job Sales
Industry Financial Services
Experience
Financial Services January 2006 - Present
Sharp & Sepulvado Investments July 2002 - December 2005
JPJ Inestments October 1996 - June 2002
Skills
Series 63, Series 6, Series 7, Series 24, FINRA, Variable Annuities, Alternative Investments, Asset Allocation, Investments, Fixed Annuities, Mutual Funds
Education
LSU Shreveport 1996 — 2000
C E Byrd High School 1993 — 1996
Financial Services January 2006 - Present
Sharp & Sepulvado Investments July 2002 - December 2005
JPJ Inestments October 1996 - June 2002
Skills
Series 63, Series 6, Series 7, Series 24, FINRA, Variable Annuities, Alternative Investments, Asset Allocation, Investments, Fixed Annuities, Mutual Funds
Education
LSU Shreveport 1996 — 2000
C E Byrd High School 1993 — 1996
Detrone Peoples's Financial Services Experience October 2013 - Present
Job Financial Services Professional at Financial Services (Series 6) (214)
Industry Financial Services
Experience
Financial Services October 2013 - Present
Kaplan University 2007 - 2011
American Express December 1999 - March 2007
Skills
Training, Leadership Development, Coaching, Employee Training, Public Speaking, Leadership, Staff Development, Team Building, Team Management, Higher Education, Recruiting, Organizational..., Management, Career Counseling, Strategic Planning, Process Improvement, Training & Development, Financial Analysis, Life Insurance, Investment Strategies, Retirement Planning, Strategy
Education
Kaplan University
Bachelor of Science, Psychology
Morehouse College
Financial Services October 2013 - Present
Kaplan University 2007 - 2011
American Express December 1999 - March 2007
Skills
Training, Leadership Development, Coaching, Employee Training, Public Speaking, Leadership, Staff Development, Team Building, Team Management, Higher Education, Recruiting, Organizational..., Management, Career Counseling, Strategic Planning, Process Improvement, Training & Development, Financial Analysis, Life Insurance, Investment Strategies, Retirement Planning, Strategy
Education
Kaplan University
Bachelor of Science, Psychology
Morehouse College
Soumya Bansal Soumya Bansal's Financial Services Experience May 2013 - January 2015
Job Business Advisory | Risk Management
Industry Financial Services
Experience
KPMG US March 2015 - Present
Financial Services May 2013 - January 2015
National Futures Association November 2012 - May 2013
Commodity Futures Trading Commission (CFTC) August 2009 - November 2012
RBC Capital Markets October 2005 - March 2009
Hutchinson Lilley Investments Ltd, London, United Kingdom October 2004 - January 2005
Bear Stearns, NY July 2001 - July 2004
Skills
Bloomberg, MS Suite (Word, Excel,..., SPAN, Energy, Equities, Fixed Income, Options, Market Risk, Index Arbitrage, Healthcare, Event Driven, Statistical Arbitrage, Quantitative Finance, Derivatives, Financial Analysis, CDS, Financial Modeling, Trading, Commodity, Hedge Funds, Risk Management, Swaps, Capital Markets, Financial Markets, Financial Risk, Alternative Investments, Trading Systems, Valuation, Due Diligence, Financial Regulation, Managed Futures, Securities, Risk Analytics, Investments, Hedging, Credit Risk, Equity Derivatives
Education
Rensselaer Polytechnic Institute 1997 — 2001
Bachelor of Science (B.S.), Mathematics w/minor in Economics
King's College London 2004 — 2005
Financial Mathematics
KPMG US March 2015 - Present
Financial Services May 2013 - January 2015
National Futures Association November 2012 - May 2013
Commodity Futures Trading Commission (CFTC) August 2009 - November 2012
RBC Capital Markets October 2005 - March 2009
Hutchinson Lilley Investments Ltd, London, United Kingdom October 2004 - January 2005
Bear Stearns, NY July 2001 - July 2004
Skills
Bloomberg, MS Suite (Word, Excel,..., SPAN, Energy, Equities, Fixed Income, Options, Market Risk, Index Arbitrage, Healthcare, Event Driven, Statistical Arbitrage, Quantitative Finance, Derivatives, Financial Analysis, CDS, Financial Modeling, Trading, Commodity, Hedge Funds, Risk Management, Swaps, Capital Markets, Financial Markets, Financial Risk, Alternative Investments, Trading Systems, Valuation, Due Diligence, Financial Regulation, Managed Futures, Securities, Risk Analytics, Investments, Hedging, Credit Risk, Equity Derivatives
Education
Rensselaer Polytechnic Institute 1997 — 2001
Bachelor of Science (B.S.), Mathematics w/minor in Economics
King's College London 2004 — 2005
Financial Mathematics
Dane Bayag Dane Bayag's Financial Services Experience January 2014 - Present
Job Experienced Financial Operations Executive
Industry Financial Services
Experience
Financial Services January 2014 - Present
Wells Fargo Home Mortgage 2001 - 2014
First Union Mortgage Corporation 1987 - 2001
Skills
Mortgage Banking, Loan Servicing, Leadership, Operations Management, Process Improvement, Operational Risk..., Customer Service, Management, Mortgage Lending, Loans, Credit Risk, Banking, Internal Audit, Auditing, Quality Control, Quality Auditing, Risk Management
Education
Lenoir-Rhyne University
Bachelor of Arts (BA), Business Administration and Management, General
Financial Services January 2014 - Present
Wells Fargo Home Mortgage 2001 - 2014
First Union Mortgage Corporation 1987 - 2001
Skills
Mortgage Banking, Loan Servicing, Leadership, Operations Management, Process Improvement, Operational Risk..., Customer Service, Management, Mortgage Lending, Loans, Credit Risk, Banking, Internal Audit, Auditing, Quality Control, Quality Auditing, Risk Management
Education
Lenoir-Rhyne University
Bachelor of Arts (BA), Business Administration and Management, General
Matthew Griendling, MSIS, MA, PMP Matthew Griendling, MSIS, MA, PMP's Financial Services Experience September 2013 - Present
Job Project Manager at Project Manager
Industry Financial Services
Experience
Financial Services September 2013 - Present
BNY Mellon October 2007 - September 2013
Delaware Investments August 1998 - September 2007
Skills
Process Improvement, Risk Management, Management, Change Management, Middle Office, Business Analysis, SDLC, Analysis, Cross-functional Team..., Vendor Management, Project Delivery, Financial Risk, Program Management, Project Management, Project Portfolio..., Financial Reporting, Data Analysis, Data Management, Team Leadership, process, SWIFT messaging, Business and technology..., Manage Client..., Software Testing Life..., Software Implementation..., Software Documentation, Project Coordination, Diversity Champion, Project Planning, Leadership, Photography, Software Project...
Education
LaSalle
Drexel University 1988 — 1991
College of Computing & Informatics (MSIS), Information Technology
St. Charles Borromeo 1994 — 1997
Master of Arts (MA), Scripture
Financial Services September 2013 - Present
BNY Mellon October 2007 - September 2013
Delaware Investments August 1998 - September 2007
Skills
Process Improvement, Risk Management, Management, Change Management, Middle Office, Business Analysis, SDLC, Analysis, Cross-functional Team..., Vendor Management, Project Delivery, Financial Risk, Program Management, Project Management, Project Portfolio..., Financial Reporting, Data Analysis, Data Management, Team Leadership, process, SWIFT messaging, Business and technology..., Manage Client..., Software Testing Life..., Software Implementation..., Software Documentation, Project Coordination, Diversity Champion, Project Planning, Leadership, Photography, Software Project...
Education
LaSalle
Drexel University 1988 — 1991
College of Computing & Informatics (MSIS), Information Technology
St. Charles Borromeo 1994 — 1997
Master of Arts (MA), Scripture
Grant Wacker Grant Wacker's Financial Services Experience February 1993 - Present
Job Investment Consulting and Financial Planning for Business Owners and Tax Exempt Organizations
Industry Financial Services
Experience
Financial Services February 1993 - Present
Skills
CTFA, CIMC, Ethical Wills, Tax Exempt Org., Planned Giving, Estate Planning, Trusts, Wealth Management, High Net Worth..., Investments, Wealth Management..., Philanthropy, Asset Managment, Strategic Financial..., Investment Management, Investment Advisory, Fiduciary, Asset Allocation, Estate Tax Planning, Banking, Non-profits, Nonprofits, Retirement Planning, Asset Management, Financial Planning, Financial Services, Leadership, Retirement, Strategic Planning, Public Speaking
Education
University of Minnesota Law School 1985 — 1988
J.D., Law
Univ. of Arizona 1983 — 1985
Master of Arts, Philosophy, Ethics
Gustavus Adolphus College 1979 — 1983
Bachelor of Arts (BA), Philosophy: Ethics
Financial Services February 1993 - Present
Skills
CTFA, CIMC, Ethical Wills, Tax Exempt Org., Planned Giving, Estate Planning, Trusts, Wealth Management, High Net Worth..., Investments, Wealth Management..., Philanthropy, Asset Managment, Strategic Financial..., Investment Management, Investment Advisory, Fiduciary, Asset Allocation, Estate Tax Planning, Banking, Non-profits, Nonprofits, Retirement Planning, Asset Management, Financial Planning, Financial Services, Leadership, Retirement, Strategic Planning, Public Speaking
Education
University of Minnesota Law School 1985 — 1988
J.D., Law
Univ. of Arizona 1983 — 1985
Master of Arts, Philosophy, Ethics
Gustavus Adolphus College 1979 — 1983
Bachelor of Arts (BA), Philosophy: Ethics
Ivan Sichkar, CFA, FRM's Financial Services Experience September 2015 - Present
Job Investment Analyst, Finance Lecturer
Industry Investment Management
Experience
Financial Services September 2015 - Present
University of Denver January 2015 - Present
Financial Services August 2011 - August 2015
Financial Services December 2004 - August 2011
Lipper, Inc., a REUTERS Company October 2004 - November 2004
Holmes Investment Management Inc. November 2003 - December 2003
Skills
Security Analysis, Portfolio Management, Risk Analysis, Equities, Investments, Risk Management, Fixed Income, Trading, Mutual Funds, Economics, Asset Management, Equity Research, Risk, Russian, Wealth Management, Asset Managment, Valuation, ETFs, Finance, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Equity Valuation, Bloomberg, Investment Strategies, Financial Risk
Education
University of Denver 2003 — 2006
Master of Arts, Economics
Idaho State University 2000 — 2003
Bachelor, Economics
Kiev National Economic University 1998 — 2002
Bachelor, International Economics
65th CFA Annual Conference in Chicago
University of Windsor
Financial Services September 2015 - Present
University of Denver January 2015 - Present
Financial Services August 2011 - August 2015
Financial Services December 2004 - August 2011
Lipper, Inc., a REUTERS Company October 2004 - November 2004
Holmes Investment Management Inc. November 2003 - December 2003
Skills
Security Analysis, Portfolio Management, Risk Analysis, Equities, Investments, Risk Management, Fixed Income, Trading, Mutual Funds, Economics, Asset Management, Equity Research, Risk, Russian, Wealth Management, Asset Managment, Valuation, ETFs, Finance, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Equity Valuation, Bloomberg, Investment Strategies, Financial Risk
Education
University of Denver 2003 — 2006
Master of Arts, Economics
Idaho State University 2000 — 2003
Bachelor, Economics
Kiev National Economic University 1998 — 2002
Bachelor, International Economics
65th CFA Annual Conference in Chicago
University of Windsor
Sandra Madden Sandra Madden's Financial Services Experience October 2010 - April 2012
Job General Counsel
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2012 - Present
Financial Services October 2010 - April 2012
Quantitative Investment Advisors March 2008 - October 2010
MetLife August 2005 - March 2008
Investors Bank & Trust Company August 1999 - June 2005
Skills
Compliance, Corporate Governance, Contract Negotiation, Due Diligence, Corporate Law, Mutual Funds, Securities Regulation, Investment Advisers Act, Broker-Dealer, SEC filings, Legal Compliance, Financial Services, Mergers & Acquisitions, Asset Management, FINRA, Legal Research
Education
Suffolk University Law School 1991 — 1995
JD, Law
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business/Marketing
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2012 - Present
Financial Services October 2010 - April 2012
Quantitative Investment Advisors March 2008 - October 2010
MetLife August 2005 - March 2008
Investors Bank & Trust Company August 1999 - June 2005
Skills
Compliance, Corporate Governance, Contract Negotiation, Due Diligence, Corporate Law, Mutual Funds, Securities Regulation, Investment Advisers Act, Broker-Dealer, SEC filings, Legal Compliance, Financial Services, Mergers & Acquisitions, Asset Management, FINRA, Legal Research
Education
Suffolk University Law School 1991 — 1995
JD, Law
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Business/Marketing
Nicolas Seigneur Nicolas Seigneur's Financial Services Experience March 2011 - May 2012
Job Identity and Access Management Architect at Indigo Technologies Canada, inc.
Industry Information Services
Experience
Indigo Technologies Canada, inc. January 2010 - Present
Indigo Technologies Canada, inc. January 2014 - April 2014
Indigo Technologies Canada, inc. July 2013 - December 2013
Indigo Technologies Canada, inc. May 2012 - July 2013
Financial Services March 2011 - May 2012
Health Care November 2010 - March 2011
Financial Services June 2010 - March 2011
Financial Services January 2010 - September 2010
L'Aréna des Canadiens Inc April 2007 - May 2010
Radialpoint September 2007 - January 2010
Skills
LDAP, Identity Management, Oracle Identity Manager, Sun Directory Server, Sun Access Manager, Oracle Access Manager, WebSphere Application..., Weblogic, Weblogic Administration, LDAP Administration, Red Hat Linux, AIX Administration, Oracle Enterprise Linux, Data Governance, Sun Role Manager, Network Infrastructure, SSL, JVM, Java Performance, SSL Certificates, Active Directory, Firewalls, SSO, IAM, OpenIDM, OpenDJ, Siteminder, Identity Federation, Integration, Federation, Directory Services, Application Servers, SAML, WebLogic, Enterprise Software, System Deployment, Data Center, Architecture, Infrastructure, Enterprise Architecture
Education
École de technologie supérieure 2004 — 2008
Bacc, IT Engineering
Indigo Technologies Canada, inc. January 2010 - Present
Indigo Technologies Canada, inc. January 2014 - April 2014
Indigo Technologies Canada, inc. July 2013 - December 2013
Indigo Technologies Canada, inc. May 2012 - July 2013
Financial Services March 2011 - May 2012
Health Care November 2010 - March 2011
Financial Services June 2010 - March 2011
Financial Services January 2010 - September 2010
L'Aréna des Canadiens Inc April 2007 - May 2010
Radialpoint September 2007 - January 2010
Skills
LDAP, Identity Management, Oracle Identity Manager, Sun Directory Server, Sun Access Manager, Oracle Access Manager, WebSphere Application..., Weblogic, Weblogic Administration, LDAP Administration, Red Hat Linux, AIX Administration, Oracle Enterprise Linux, Data Governance, Sun Role Manager, Network Infrastructure, SSL, JVM, Java Performance, SSL Certificates, Active Directory, Firewalls, SSO, IAM, OpenIDM, OpenDJ, Siteminder, Identity Federation, Integration, Federation, Directory Services, Application Servers, SAML, WebLogic, Enterprise Software, System Deployment, Data Center, Architecture, Infrastructure, Enterprise Architecture
Education
École de technologie supérieure 2004 — 2008
Bacc, IT Engineering
Daniel Webb Daniel Webb's Financial Services Experience July 2003 - Present
Job Mortgage Head Hunter at Williams and Associates
Industry Financial Services
Experience
Financial Services July 2003 - Present
Skills
Investment Properties, Banking, Foreclosures, Mortgage Banking, Mortgage Lending, Sales, Mutual Funds, FHA financing, Loans, Credit, Sellers, Residential Mortgages, Loan Origination, Credit Analysis, Refinance, FHA, VA loans, USDA
Education
George Mason University 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Financial Services July 2003 - Present
Skills
Investment Properties, Banking, Foreclosures, Mortgage Banking, Mortgage Lending, Sales, Mutual Funds, FHA financing, Loans, Credit, Sellers, Residential Mortgages, Loan Origination, Credit Analysis, Refinance, FHA, VA loans, USDA
Education
George Mason University 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Diego Pascua's Financial Services Experience December 2012 - Present
Job Financial Service Representative
Industry Investment Management
Experience
Financial services December 2012 - Present
Tennis Plaza April 2009 - December 2012
Industria de la Madera December 2007 - August 2008
Induma July 2007 - August 2008
Skills
Fast Learner, Team Leadership, Problem Solving, Communication Skills, Microsoft Excel, Business Strategy, Financial Analysis, Negotiation, Inventory Management, Spanish, Team Building, PowerPoint, Social Media Marketing, Entrepreneurship, Customer Service, Strategic Planning, Finance, Investments, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Portfolio Management, Research, Bloomberg, Asset Allocation, Financial Services, Wealth Management, Market Research
Education
Florida International University 2010 — 2012
Bachelor's degree, Economics and Finance
Miami Dade College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Financial services December 2012 - Present
Tennis Plaza April 2009 - December 2012
Industria de la Madera December 2007 - August 2008
Induma July 2007 - August 2008
Skills
Fast Learner, Team Leadership, Problem Solving, Communication Skills, Microsoft Excel, Business Strategy, Financial Analysis, Negotiation, Inventory Management, Spanish, Team Building, PowerPoint, Social Media Marketing, Entrepreneurship, Customer Service, Strategic Planning, Finance, Investments, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Portfolio Management, Research, Bloomberg, Asset Allocation, Financial Services, Wealth Management, Market Research
Education
Florida International University 2010 — 2012
Bachelor's degree, Economics and Finance
Miami Dade College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Katharine Fasano, MBA Katharine Fasano, MBA's Financial Services Experience 2001 - January 2014
Job Alumni Relations and Development at Northwestern University
Industry Higher Education
Experience
Northwestern University August 2015 - Present
Northwestern University 1993 - Present
Northwestern University March 2015 - August 2015
Consultant January 2014 - August 2015
Financial Services 2001 - January 2014
District 61 and District 99 Illinois 1990 - 2008
JP Morgan Chase 1985 - 1988
Northern Trust 1984 - 1985
JP Morgan Chase 1980 - 1984
Citi Group 1977 - 1980
Skills
Public Relations, CRM, Strategic Planning, Social Media, Financial Communications, Management, Analysis, Fundraising, Client Management, Content Development, Return on Investment, Competitive Analysis, Event Management, Communications, Strategic Planning and..., Research Project..., Writing and Editing, Content Relations..., Creative Content..., Business and Financial..., Public Relations..., Prepare Proposal Text..., Design Strategic and..., Lead Requirements..., Project/Engagement..., Key Performance..., Career Advisor, Leadership, Marketing
Education
Northwestern University 2015 — 2015
Content Strategy Specialization Certficate
Northwestern University 2015 — 2015
Content Strategy Certificate 2
Northwestern University 2014 — 2014
Content Strategy Certificate 1
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Finance and Operations Management
Northwestern University
Career Development and Management Seminars
Northwestern University August 2015 - Present
Northwestern University 1993 - Present
Northwestern University March 2015 - August 2015
Consultant January 2014 - August 2015
Financial Services 2001 - January 2014
District 61 and District 99 Illinois 1990 - 2008
JP Morgan Chase 1985 - 1988
Northern Trust 1984 - 1985
JP Morgan Chase 1980 - 1984
Citi Group 1977 - 1980
Skills
Public Relations, CRM, Strategic Planning, Social Media, Financial Communications, Management, Analysis, Fundraising, Client Management, Content Development, Return on Investment, Competitive Analysis, Event Management, Communications, Strategic Planning and..., Research Project..., Writing and Editing, Content Relations..., Creative Content..., Business and Financial..., Public Relations..., Prepare Proposal Text..., Design Strategic and..., Lead Requirements..., Project/Engagement..., Key Performance..., Career Advisor, Leadership, Marketing
Education
Northwestern University 2015 — 2015
Content Strategy Specialization Certficate
Northwestern University 2015 — 2015
Content Strategy Certificate 2
Northwestern University 2014 — 2014
Content Strategy Certificate 1
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Finance and Operations Management
Northwestern University
Career Development and Management Seminars
Robert Rall Robert Rall's Financial Services Experience January 2011 - September 2011
Job Heavy Metals Controller at ThyssenKrupp
Industry Automotive
Experience
ThyssenKrupp-Crankshaft Co. 2011 - Present
Financial Services January 2011 - September 2011
Gates Corporation March 2000 - December 2010
AeroTwin March 1995 - January 2000
Skills
Forecasting, Manufacturing, Cost Accounting, Financial Analysis, Accounting, Lean Manufacturing, Hyperion Enterprise, Mergers, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Cash Flow, Budgets, Restructuring, Strategic Planning, Process Improvement, Finance, Internal Audit, Automotive, Income Statement, Leadership, Risk Management, Start-ups
Education
Illinois Institute of Technology
BS
Mercer University
MBA
ThyssenKrupp-Crankshaft Co. 2011 - Present
Financial Services January 2011 - September 2011
Gates Corporation March 2000 - December 2010
AeroTwin March 1995 - January 2000
Skills
Forecasting, Manufacturing, Cost Accounting, Financial Analysis, Accounting, Lean Manufacturing, Hyperion Enterprise, Mergers, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Cash Flow, Budgets, Restructuring, Strategic Planning, Process Improvement, Finance, Internal Audit, Automotive, Income Statement, Leadership, Risk Management, Start-ups
Education
Illinois Institute of Technology
BS
Mercer University
MBA
Pamela Coquet's Financial Services Experience November 2006 - September 2010
Job Marketing and BD Lead, Environmental Services
Industry Environmental Services
Experience
Stantec December 2014 - Present
Raw Sugar Consulting January 2011 - December 2014
Golder Associates November 2012 - November 2014
Sun Life Financial January 2011 - September 2012
New Era Technology June 2010 - December 2010
Financial Services November 2006 - September 2010
The Forzani Group Ltd 1999 - 2007
Skills
Marketing, Business Development, Marketing Strategy, Team Leadership, Leadership, Project Management, Business Planning, Management, Training, Strategic Planning, Change Management, Advertising, Program Management, Public Relations, CRM, Sales
Education
Mount Royal University (PMI)
Project Management
Mount Royal University
Change Management Certification
DeVry Institute of Technology
•Bachelor of Science in Business Operations
IFSE
Life and A&S Insurance
IFSE
•Canadian Investment Funds Course (CIFC)
Stantec December 2014 - Present
Raw Sugar Consulting January 2011 - December 2014
Golder Associates November 2012 - November 2014
Sun Life Financial January 2011 - September 2012
New Era Technology June 2010 - December 2010
Financial Services November 2006 - September 2010
The Forzani Group Ltd 1999 - 2007
Skills
Marketing, Business Development, Marketing Strategy, Team Leadership, Leadership, Project Management, Business Planning, Management, Training, Strategic Planning, Change Management, Advertising, Program Management, Public Relations, CRM, Sales
Education
Mount Royal University (PMI)
Project Management
Mount Royal University
Change Management Certification
DeVry Institute of Technology
•Bachelor of Science in Business Operations
IFSE
Life and A&S Insurance
IFSE
•Canadian Investment Funds Course (CIFC)
Frank T. Valanzola Frank T. Valanzola's Financial Services Experience April 2008 - Present
Job Chairman New Jersey Bocce Invitational
Industry Philanthropy
Experience
Marine Corps League September 2011 - Present
Boys & Girls Club, Union County March 2009 - Present
Holy Family Academy January 2009 - Present
Financial Services April 2008 - Present
Financial Planning Association of New Jersey March 2008 - Present
New Jersey Bocce Invitational April 2006 - Present
New Jersey Bocce Invitational April 2006 - Present
Somerset County Business Partnership 1997 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1993 - August 2005
Skills
Frank T Valanzola
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
New Jersey City University 1978 — 1982
BS, Business Administration
Marine Corps League September 2011 - Present
Boys & Girls Club, Union County March 2009 - Present
Holy Family Academy January 2009 - Present
Financial Services April 2008 - Present
Financial Planning Association of New Jersey March 2008 - Present
New Jersey Bocce Invitational April 2006 - Present
New Jersey Bocce Invitational April 2006 - Present
Somerset County Business Partnership 1997 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1993 - August 2005
Skills
Frank T Valanzola
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
New Jersey City University 1978 — 1982
BS, Business Administration
Anderson T Miller Anderson T Miller's Financial Services Experience August 2004 - Present
Job From South to North, East to West, Lets get our momentum growing towards the best
Industry Financial Services
Experience
Financial Services August 2004 - Present
Financial Services Industry July 2004 - Present
Lets Get Pumpin! January 1997 - Present
Brooklyn District Attorney Office June 2005 - August 2005
Madison Square Boys and Girls Club February 2001 - December 2003
Skills
Administrative Duties, Clerical Duties, Healthcare, Budgeting, Public Speaking, Fundraising, Clerical Work, Administrative Work, Budgets, Coaching, Small Business, Entrepreneurship, Non-profits, Social Networking, Team Building, Corporate Events, Social Media, Leadership, Nonprofits, IRAs, Marketing, Training, Sales, Leadership Development, Event Planning, Customer Service, Term Life Insurance, Retirement Planning, New Business Development, Advertising, Fixed Annuities, Financial Education, Insurance, Investments, Time Management, Social Media Marketing, Customer Satisfaction, Mutual Funds, Strategic Planning, Series 6, Team Leadership, Online Marketing, Long-term Care, Business Planning, Public Relations, Marketing Strategy, Management, Retirement, 401k, Strategic Financial...
Education
Berkeley College New York 2011 — 2013
Bachelors, Finance & Marketting
Kingsborough Community College 2004 — 2006
Associates, Liberal Arts and applied sciences
Paul Robeson High School 1998 — 2002
High School Diploma, Business and Technology
Barataria Junior Secondary School 1994 — 1996
Common entrance Exam before entering, Academic Studies
Harvard University Kennedy School of Government
Developmental and Leadership opportunity
Financial Services August 2004 - Present
Financial Services Industry July 2004 - Present
Lets Get Pumpin! January 1997 - Present
Brooklyn District Attorney Office June 2005 - August 2005
Madison Square Boys and Girls Club February 2001 - December 2003
Skills
Administrative Duties, Clerical Duties, Healthcare, Budgeting, Public Speaking, Fundraising, Clerical Work, Administrative Work, Budgets, Coaching, Small Business, Entrepreneurship, Non-profits, Social Networking, Team Building, Corporate Events, Social Media, Leadership, Nonprofits, IRAs, Marketing, Training, Sales, Leadership Development, Event Planning, Customer Service, Term Life Insurance, Retirement Planning, New Business Development, Advertising, Fixed Annuities, Financial Education, Insurance, Investments, Time Management, Social Media Marketing, Customer Satisfaction, Mutual Funds, Strategic Planning, Series 6, Team Leadership, Online Marketing, Long-term Care, Business Planning, Public Relations, Marketing Strategy, Management, Retirement, 401k, Strategic Financial...
Education
Berkeley College New York 2011 — 2013
Bachelors, Finance & Marketting
Kingsborough Community College 2004 — 2006
Associates, Liberal Arts and applied sciences
Paul Robeson High School 1998 — 2002
High School Diploma, Business and Technology
Barataria Junior Secondary School 1994 — 1996
Common entrance Exam before entering, Academic Studies
Harvard University Kennedy School of Government
Developmental and Leadership opportunity
Yesenia Akright Yesenia Akright's Financial Services Experience December 1996 - Present
Job Operations Manager at Financial Services
Industry Financial Services
Experience
Financial Services December 1996 - Present
Skills
Operations Management, Insurance, Process Improvement, Risk Management, Financial Services, Management, Financial Analysis, Change Management, Business Process..., Leadership, Business Planning, Training, Business Analysis, Team Building, Project Management, Performance Management, Customer Service
Education
Davenport University
Associate's degree, Business Administration and Management, General
Financial Services December 1996 - Present
Skills
Operations Management, Insurance, Process Improvement, Risk Management, Financial Services, Management, Financial Analysis, Change Management, Business Process..., Leadership, Business Planning, Training, Business Analysis, Team Building, Project Management, Performance Management, Customer Service
Education
Davenport University
Associate's degree, Business Administration and Management, General
Tim McCafferty, MBA Tim McCafferty, MBA's Financial Services Experience March 1984 - November 1993
Job Small Business Consultant & Adjunct College Instructor
Industry Management Consulting
Experience
TrustOne Consulting March 2005 - Present
United American Civil Taskforce May 2002 - Present
Terminix April 2013 - April 2015
Cascade Pest Control February 2012 - April 2013
Safety-Kleen Systems July 2009 - October 2010
Terminix September 2003 - July 2009
Trust One Associates November 1993 - September 2003
Citifinancial/American Health & Life December 1997 - February 2002
Financial Services March 1984 - November 1993
Hillsborough County Sheriff's Office January 1982 - July 1988
Skills
Training, Leadership, Management, Operations Management, Process Improvement, Budgets, Team Building, Program Management, Strategic Planning, Sales, Project Planning, Inventory Management, Coaching, Business Planning, Analysis, Customer Retention, Sales Management, Start-ups, New Business Development, Pest Control, Contract Negotiation, Customer Service, Six Sigma, P&L Management, Negotiation, Account Management, Business Development, Change Management, EHS, Intelligence Analysis, Forecasting, Cross-functional Team..., Customer Satisfaction, Sales Operations, Security, Fleet Management, Employee Training, Project Management, Stakeholder Management, Pricing, Tactical Planning, Expense Management, Training & Development, Stakeholder Relations, Expense Control, Budgeting, Problem Solving, Planning, OSINT, B2B
Education
Grand Canyon University 2015 — 2019
Doctor of Education in Organizational Leadership, Organizational Development
Grand Canyon University 2014 — 2015
Master of Science (M.S.), Organizational Leadership, 4.0
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.97
The American College 1990 — 1992
Chartered Financial Consultant; Chartered Life Underwriter, Insurance & Financial Services
University of South Florida 1981 — 1985
Bachelor of Arts (B.A.), Marketing
Eastern Kentucky University 1976 — 1978
German
TrustOne Consulting March 2005 - Present
United American Civil Taskforce May 2002 - Present
Terminix April 2013 - April 2015
Cascade Pest Control February 2012 - April 2013
Safety-Kleen Systems July 2009 - October 2010
Terminix September 2003 - July 2009
Trust One Associates November 1993 - September 2003
Citifinancial/American Health & Life December 1997 - February 2002
Financial Services March 1984 - November 1993
Hillsborough County Sheriff's Office January 1982 - July 1988
Skills
Training, Leadership, Management, Operations Management, Process Improvement, Budgets, Team Building, Program Management, Strategic Planning, Sales, Project Planning, Inventory Management, Coaching, Business Planning, Analysis, Customer Retention, Sales Management, Start-ups, New Business Development, Pest Control, Contract Negotiation, Customer Service, Six Sigma, P&L Management, Negotiation, Account Management, Business Development, Change Management, EHS, Intelligence Analysis, Forecasting, Cross-functional Team..., Customer Satisfaction, Sales Operations, Security, Fleet Management, Employee Training, Project Management, Stakeholder Management, Pricing, Tactical Planning, Expense Management, Training & Development, Stakeholder Relations, Expense Control, Budgeting, Problem Solving, Planning, OSINT, B2B
Education
Grand Canyon University 2015 — 2019
Doctor of Education in Organizational Leadership, Organizational Development
Grand Canyon University 2014 — 2015
Master of Science (M.S.), Organizational Leadership, 4.0
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.97
The American College 1990 — 1992
Chartered Financial Consultant; Chartered Life Underwriter, Insurance & Financial Services
University of South Florida 1981 — 1985
Bachelor of Arts (B.A.), Marketing
Eastern Kentucky University 1976 — 1978
German
Kent Porter Kent Porter's Financial Services Experience January 1993 - Present
Job CFP®
Industry Financial Services
Experience
Financial Services January 1993 - Present
Education
Iowa State University 1981 — 1985
Iowa State University - College of Business 1981 — 1985
BBA, Finance
Financial Services January 1993 - Present
Education
Iowa State University 1981 — 1985
Iowa State University - College of Business 1981 — 1985
BBA, Finance
Ikjot Grewal's Financial Services Experience January 2004 - May 2007
Job Global Director at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems July 2015 - Present
Wells Fargo April 2014 - July 2015
ManpowerGroup August 2008 - April 2014
NetSpend Corporation (Financial Services) May 2007 - August 2008
Financial Services January 2004 - May 2007
Skills
Strategy, Risk Management, Management, Business Process..., Financial Analysis, Analysis, Business Development, Process Improvement, Internal Audit, Change Management, Finance, Project Management, Internal Controls, Leadership, Sales, Auditing, Mergers & Acquisitions, Forecasting, Account Management, Business Analysis, Accounting, Business Process, Financial Services, Market Development, Risk Assessment, Data Analysis, Banking, Six Sigma, Executive Management, Enterprise Risk..., Financial Reporting, Negotiation, Corporate Finance, Management Consulting, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, Business Planning, Market Research, Due Diligence, Payroll, Policy
Education
Marquette University 2010 — 2011
Executive MBA, International Business
Universiteit Antwerpen 2011 — 2011
Diploma, International Business (Executive MBA Study Abroad)
University of Wisconsin-Parkside 2002 — 2005
B.S, Accounting
Hitachi Data Systems July 2015 - Present
Wells Fargo April 2014 - July 2015
ManpowerGroup August 2008 - April 2014
NetSpend Corporation (Financial Services) May 2007 - August 2008
Financial Services January 2004 - May 2007
Skills
Strategy, Risk Management, Management, Business Process..., Financial Analysis, Analysis, Business Development, Process Improvement, Internal Audit, Change Management, Finance, Project Management, Internal Controls, Leadership, Sales, Auditing, Mergers & Acquisitions, Forecasting, Account Management, Business Analysis, Accounting, Business Process, Financial Services, Market Development, Risk Assessment, Data Analysis, Banking, Six Sigma, Executive Management, Enterprise Risk..., Financial Reporting, Negotiation, Corporate Finance, Management Consulting, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, Business Planning, Market Research, Due Diligence, Payroll, Policy
Education
Marquette University 2010 — 2011
Executive MBA, International Business
Universiteit Antwerpen 2011 — 2011
Diploma, International Business (Executive MBA Study Abroad)
University of Wisconsin-Parkside 2002 — 2005
B.S, Accounting
Carolyn Renee Carolyn Renee's Financial Services Experience January 2015 - Present
Job Financial Services
Industry Apparel & Fashion
Experience
Financial Services January 2015 - Present
New Generation Learning Center May 2010 - March 2015
Atlanta International Fashion Week October 2013 - March 2014
Pink Clove July 2009 - August 2009
Unica November 2007 - April 2009
Skills
Fashion Shows, Fashion Buying, Accounting, Cash Handling, Customer Service, SPSS, Microsoft Office, Creative Writing, Sales Operations
Education
Georgia State University 2011 — 2014
Bachelor of Arts (B.A.), Sociology
Georgia State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Financial Services January 2015 - Present
New Generation Learning Center May 2010 - March 2015
Atlanta International Fashion Week October 2013 - March 2014
Pink Clove July 2009 - August 2009
Unica November 2007 - April 2009
Skills
Fashion Shows, Fashion Buying, Accounting, Cash Handling, Customer Service, SPSS, Microsoft Office, Creative Writing, Sales Operations
Education
Georgia State University 2011 — 2014
Bachelor of Arts (B.A.), Sociology
Georgia State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Betsy Young Betsy Young's Financial Services Experience January 2013 - Present
Job Marketing Director
Industry Investment Management
Experience
Financial Services January 2013 - Present
Riazzi Asset Management, LLC June 2007 - December 2012
Transamerica Investment Management, LLC June 2001 - May 2007
Dean Investment Associates 1990 - 2001
Education
Marquette University
Bachelor of Arts (B.A.), Journalism, Advertising major, Marketing minor
Fairmont East
Financial Services January 2013 - Present
Riazzi Asset Management, LLC June 2007 - December 2012
Transamerica Investment Management, LLC June 2001 - May 2007
Dean Investment Associates 1990 - 2001
Education
Marquette University
Bachelor of Arts (B.A.), Journalism, Advertising major, Marketing minor
Fairmont East
Louise Matthews MS's Financial Services Experience September 2009 - January 2013
Job Director
Industry Financial Services
Experience
Progress Advocates Group September 2013 - Present
Financial Services September 2009 - January 2013
Deutsche Bank 2007 - 2007
Fremont Investment and Loan 2002 - 2007
Washington Mutual December 2000 - January 2002
Management Solutions January 1999 - December 2000
Hewitt Associates 1997 - 1999
Skills
Start-ups, Strategy, Strategic Partnerships, Management, Human Resources, Change Management, Consulting, Legal Compliance, Executive Management, Mergers & Acquisitions, HR Consulting, Organizational Design, Talent Management, Cross Functional Team..., Strategic Planning for..., Process Improvement, Management Consulting, Business Planning, Leadership, Directing Others, Personnel Management, Performance Management, Critical Thinking, Operational Planning, Tactical Solutions, Business Process..., Increasing Operational..., Process Efficiency, Strategic Agility, Action Oriented, Succession Planning, Workforce Planning, Marketing, Executive Coaching, Organizational Agility, Conflict Management, Onboarding, Business Strategy, Operations Management, Deferred Compensation, Small Business, Creative Problem Solving, Sales Operations, Organizational..., Sourcing, Talent Acquisition, Sales, Recruiting, Technical Recruiting, Employee Engagement
Education
Drake University
MS, Business/HR
Drake University
BS, Psychology
Drake University Law School
Progress Advocates Group September 2013 - Present
Financial Services September 2009 - January 2013
Deutsche Bank 2007 - 2007
Fremont Investment and Loan 2002 - 2007
Washington Mutual December 2000 - January 2002
Management Solutions January 1999 - December 2000
Hewitt Associates 1997 - 1999
Skills
Start-ups, Strategy, Strategic Partnerships, Management, Human Resources, Change Management, Consulting, Legal Compliance, Executive Management, Mergers & Acquisitions, HR Consulting, Organizational Design, Talent Management, Cross Functional Team..., Strategic Planning for..., Process Improvement, Management Consulting, Business Planning, Leadership, Directing Others, Personnel Management, Performance Management, Critical Thinking, Operational Planning, Tactical Solutions, Business Process..., Increasing Operational..., Process Efficiency, Strategic Agility, Action Oriented, Succession Planning, Workforce Planning, Marketing, Executive Coaching, Organizational Agility, Conflict Management, Onboarding, Business Strategy, Operations Management, Deferred Compensation, Small Business, Creative Problem Solving, Sales Operations, Organizational..., Sourcing, Talent Acquisition, Sales, Recruiting, Technical Recruiting, Employee Engagement
Education
Drake University
MS, Business/HR
Drake University
BS, Psychology
Drake University Law School
Cheryl Bush Cheryl Bush's Financial Services Experience March 2014 - Present
Job Business Office Manager Licensed Life and Health Insurance Professional
Industry Financial Services
Experience
Financial Services March 2014 - Present
Ethan Allen Retail, Inc. January 2012 - March 2014
Ethan Allen Retail, Inc. April 2011 - January 2012
Cheryl Bush Interiors February 2005 - April 2011
Bassett Furniture Industries July 2008 - June 2010
Country Gazette February 2006 - April 2009
Skills
Marketing, Event Management, Website Development, Life Insurance, Whole Life, Long-term Care, Residential Design, Sales Management, Design Management, Team Leadership, Customer Service, Graphic Design, Management, Interior Design, Public Speaking, Sales, Strategic Planning, Commercial Design, InDesign, Window Treatments, Photoshop, Home Staging, Leadership, Microsoft Office, Team Building
Education
Dean College
Business Mangement
Financial Services March 2014 - Present
Ethan Allen Retail, Inc. January 2012 - March 2014
Ethan Allen Retail, Inc. April 2011 - January 2012
Cheryl Bush Interiors February 2005 - April 2011
Bassett Furniture Industries July 2008 - June 2010
Country Gazette February 2006 - April 2009
Skills
Marketing, Event Management, Website Development, Life Insurance, Whole Life, Long-term Care, Residential Design, Sales Management, Design Management, Team Leadership, Customer Service, Graphic Design, Management, Interior Design, Public Speaking, Sales, Strategic Planning, Commercial Design, InDesign, Window Treatments, Photoshop, Home Staging, Leadership, Microsoft Office, Team Building
Education
Dean College
Business Mangement
Jon Powers Jon Powers's Financial Services Experience June 1980 - September 1989
Job Vice President, Global Content Operations at S&P Capital IQ
Industry Media Production
Experience
S&P Capital IQ (a division of McGraw-Hill Financial) September 2013 - Present
Fordham University 2006 - Present
The McGraw Hill Companies July 2010 - September 2013
United Business Media June 2009 - July 2010
Sixth Gear Inc July 2007 - June 2009
JPMChase January 2003 - June 2007
JPMorganChase January 1996 - December 2002
JP Morgan Chase September 1989 - December 1995
Financial Services June 1980 - September 1989
Peat Marwick March 1984 - September 1985
Skills
Software Development, Strategic Planning, Team Building, Change Management, Integration, ITIL v3 Foundations..., Agile Certified Scrum..., Agile Methodologies, Business Analysis, Management, Strategy, IT Service Management, Telecommunications, Cross-functional Team..., IT Strategy, Vendor Management, SDLC, IT Management, Business Process..., Cloud Computing, Program Management, Business Strategy, Networking, Leadership, Process Improvement, Risk Management, Project Management, Project Portfolio..., Security, PMO, Executive Management, Information Technology, Operations Management, Financial Services, CRM
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Management / Marketing
Fordham University 1976 — 1980
BS, Psychology
S&P Capital IQ (a division of McGraw-Hill Financial) September 2013 - Present
Fordham University 2006 - Present
The McGraw Hill Companies July 2010 - September 2013
United Business Media June 2009 - July 2010
Sixth Gear Inc July 2007 - June 2009
JPMChase January 2003 - June 2007
JPMorganChase January 1996 - December 2002
JP Morgan Chase September 1989 - December 1995
Financial Services June 1980 - September 1989
Peat Marwick March 1984 - September 1985
Skills
Software Development, Strategic Planning, Team Building, Change Management, Integration, ITIL v3 Foundations..., Agile Certified Scrum..., Agile Methodologies, Business Analysis, Management, Strategy, IT Service Management, Telecommunications, Cross-functional Team..., IT Strategy, Vendor Management, SDLC, IT Management, Business Process..., Cloud Computing, Program Management, Business Strategy, Networking, Leadership, Process Improvement, Risk Management, Project Management, Project Portfolio..., Security, PMO, Executive Management, Information Technology, Operations Management, Financial Services, CRM
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Management / Marketing
Fordham University 1976 — 1980
BS, Psychology
Kathy Prather's Financial Services Experience March 2012 - Present
Job Development Director at Private Financial Firm
Industry Financial Services
Experience
Financial Services March 2012 - Present
Next Step Bible Study Ministry February 2012 - Present
bigInk August 2011 - March 2012
Fellowship Bible Church Dallas March 2005 - June 2011
Master's Men January 2005 - June 2007
Indy Racing League March 1998 - January 2005
Skills
Social Media, Media Relations, Event Planning, Public Relations, Facebook, Press Releases, Editing, Graphic Design, Blogging, Social Networking, Copywriting, Teaching, Social Media Marketing, Advertising, Publicity, Newsletters, Public Speaking, Direct Mail, Marketing, Marketing Communications, Email Marketing, Video Production, Nonprofits, Event Management, Online Marketing, Fundraising, Marketing Strategy, SEO, Online Advertising
Education
Evangel College 1975 — 1978
Communications/Broadcast
Irving High School 1971 — 1975
High School, English, History
Financial Services March 2012 - Present
Next Step Bible Study Ministry February 2012 - Present
bigInk August 2011 - March 2012
Fellowship Bible Church Dallas March 2005 - June 2011
Master's Men January 2005 - June 2007
Indy Racing League March 1998 - January 2005
Skills
Social Media, Media Relations, Event Planning, Public Relations, Facebook, Press Releases, Editing, Graphic Design, Blogging, Social Networking, Copywriting, Teaching, Social Media Marketing, Advertising, Publicity, Newsletters, Public Speaking, Direct Mail, Marketing, Marketing Communications, Email Marketing, Video Production, Nonprofits, Event Management, Online Marketing, Fundraising, Marketing Strategy, SEO, Online Advertising
Education
Evangel College 1975 — 1978
Communications/Broadcast
Irving High School 1971 — 1975
High School, English, History
Bill Preston, CLU® Bill Preston, CLU®'s Financial Services Experience October 2004 - Present
Job Providing Financial Professionals the Best Solutions for their Clients
Industry Financial Services
Experience
Underwriting Specialists Inc. January 2008 - Present
Financial Services October 2004 - Present
Skills
Estate Planning, Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Project Planning, Term Life Insurance, Impaired Risk Life..., Retirement Planning, Universal Life, Small Business, Asset Management, Underwriting, Retirement, Impaired Risk..., Asset Transfer Planning, Long-term Care, Financial Services, Whole Life, Critical Illness
Education
The American College 2010 — 2013
CLU, Financial Planning/Insurance
Eastern University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Marketing
Underwriting Specialists Inc. January 2008 - Present
Financial Services October 2004 - Present
Skills
Estate Planning, Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Project Planning, Term Life Insurance, Impaired Risk Life..., Retirement Planning, Universal Life, Small Business, Asset Management, Underwriting, Retirement, Impaired Risk..., Asset Transfer Planning, Long-term Care, Financial Services, Whole Life, Critical Illness
Education
The American College 2010 — 2013
CLU, Financial Planning/Insurance
Eastern University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Marketing
Yogi Slivers Yogi Slivers's Financial Services Experience June 2014 - Present
Job Division Administrative Assistant at Financial Services
Industry Financial Services
Experience
Financial Services June 2014 - Present
IPSB College January 2011 - Present
Self-employed January 2009 - Present
Sycuan Casino September 2011 - June 2014
IPSB College April 2011 - April 2013
AMN Healthcare September 2002 - July 2009
Skills
Administrative..., Administrative..., Holistic Massage, Holistic Health, Deep Tissue Massage, Cash Handling Experience, Retail Sales, Handmade Jewelry, Shamanism, Energy Healing, General Instructor, Communication Skills, Public Relations, Pastoral Counseling, Board of Directors, Zombies, Stress Management, Bodywork, Customer Service
Education
San Diego Mesa College 2013 — 2016
Associate of Science (A.S.), Kinesiology and Exercise Science
International Professional School of Bodywork 2008 — 2011
Associate of Science (A.S.), Holistic Health
University of Arizona 1996 — 1997
Fine/Studio Arts, General
Financial Services June 2014 - Present
IPSB College January 2011 - Present
Self-employed January 2009 - Present
Sycuan Casino September 2011 - June 2014
IPSB College April 2011 - April 2013
AMN Healthcare September 2002 - July 2009
Skills
Administrative..., Administrative..., Holistic Massage, Holistic Health, Deep Tissue Massage, Cash Handling Experience, Retail Sales, Handmade Jewelry, Shamanism, Energy Healing, General Instructor, Communication Skills, Public Relations, Pastoral Counseling, Board of Directors, Zombies, Stress Management, Bodywork, Customer Service
Education
San Diego Mesa College 2013 — 2016
Associate of Science (A.S.), Kinesiology and Exercise Science
International Professional School of Bodywork 2008 — 2011
Associate of Science (A.S.), Holistic Health
University of Arizona 1996 — 1997
Fine/Studio Arts, General
Stacy Zimmer Stacy Zimmer's Financial Services Experience November 2014 - Present
Job National Director of Sales
Industry Financial Services
Experience
Financial Services November 2014 - Present
Allen Maxwell & Silver February 2011 - November 2014
Johnson,Morgan and White March 2006 - October 2011
Jackie K's 1990 - 2000
Skills
Sales, Sales Management, Positive Team Player, Following Up, MISS FOLLOW- UP (that's..., Multi Tasking, building stong business..., Increasing Sales Revenue, Leadership, Management, Business Development, Team Building
Education
Fashion Institute of Technology 1977 — 1979
Fashion Merchandising
Chamberlain Jr College Fashion
Financial Services November 2014 - Present
Allen Maxwell & Silver February 2011 - November 2014
Johnson,Morgan and White March 2006 - October 2011
Jackie K's 1990 - 2000
Skills
Sales, Sales Management, Positive Team Player, Following Up, MISS FOLLOW- UP (that's..., Multi Tasking, building stong business..., Increasing Sales Revenue, Leadership, Management, Business Development, Team Building
Education
Fashion Institute of Technology 1977 — 1979
Fashion Merchandising
Chamberlain Jr College Fashion
ANTONIETTA HALLET, M.A. ANTONIETTA HALLET, M.A.'s Financial Services Experience 1997 - Present
Job Director of Communications, Marketing, Programs & Events at Jewish Federation of Western CT
Industry Financial Services
Experience
Jewish Federation of Western CT 2012 - Present
Financial Services 1997 - Present
Independent Consultant 2012 - 2013
Prudential Financial 1997 - 2012
American Skandia 1997 - 2012
CPCE 1996 - 1997
Great Country Bank (Centerbank) January 1986 - May 1996
State of Connecticut General Assembly-Speaker of the House 1990 - 1991
Skills
Leadership, Strategy, Employee Relations, Change Management, Public Relations, Variable Annuities, Event Planning, Non-profits, Corporate Communications, Leadership Development, Risk Management, Program Management, Volunteer Management, Management, Employee Engagement, Human Resources, Business Communications, Compliance and Risk..., Marketing Communications, Strategic Communications, Community Development, Nonprofits, Financial Services, Coaching and Mentoring, Professional Development, Community Engagement, Event Management, Press Releases, Talent Management, Executive Management, Legal Compliance, Succession Planning, Program Development, FINRA, Analysis, Professional..., Diversity & Inclusion, Public Affairs, Regulatory Filings, Regulatory Policy, Social Media Marketing, HRIS, Executive Networking, Operations Management, Volunteer Training, Corporate Events, Grant Writing, Non-profit..., Organizational..., Freelance Writer &...
Education
Fairfield University
MASTER'S Degree
Fairfield University
SHRM ESSENTIALS of HR MANAGEMENT CERTIFICATE
Southern Connecticut State University
BA
University of Connecticut
Z American Institute of Banking
Jewish Federation of Western CT 2012 - Present
Financial Services 1997 - Present
Independent Consultant 2012 - 2013
Prudential Financial 1997 - 2012
American Skandia 1997 - 2012
CPCE 1996 - 1997
Great Country Bank (Centerbank) January 1986 - May 1996
State of Connecticut General Assembly-Speaker of the House 1990 - 1991
Skills
Leadership, Strategy, Employee Relations, Change Management, Public Relations, Variable Annuities, Event Planning, Non-profits, Corporate Communications, Leadership Development, Risk Management, Program Management, Volunteer Management, Management, Employee Engagement, Human Resources, Business Communications, Compliance and Risk..., Marketing Communications, Strategic Communications, Community Development, Nonprofits, Financial Services, Coaching and Mentoring, Professional Development, Community Engagement, Event Management, Press Releases, Talent Management, Executive Management, Legal Compliance, Succession Planning, Program Development, FINRA, Analysis, Professional..., Diversity & Inclusion, Public Affairs, Regulatory Filings, Regulatory Policy, Social Media Marketing, HRIS, Executive Networking, Operations Management, Volunteer Training, Corporate Events, Grant Writing, Non-profit..., Organizational..., Freelance Writer &...
Education
Fairfield University
MASTER'S Degree
Fairfield University
SHRM ESSENTIALS of HR MANAGEMENT CERTIFICATE
Southern Connecticut State University
BA
University of Connecticut
Z American Institute of Banking
Jeff Windham (Jeffrey.Windham@yoh.com) Jeff Windham (Jeffrey.Windham@yoh.com)'s Financial Services Experience March 2008 - July 2008
Job Technical Recruiter at Yoh, A Day & Zimmermann Company
Industry Staffing and Recruiting
Experience
Yoh, A Day & Zimmermann Company December 2011 - Present
Yoh 2011 - Present
United States Air Force December 2010 - Present
Pennsylvania Air National Guard December 2010 - Present
Pennsylvania Air National Guard December 2010 - Present
Open Systems Technologies June 2010 - April 2011
Starpoint Solutions November 2009 - June 2010
KForce Professional Staffing July 2008 - November 2009
Financial Services March 2008 - July 2008
Enterprise Rent-A-Car October 2007 - February 2008
Skills
Team Management, Technical Recruiting
Education
Northern Virginia Community College
Associate in Science, General Studies
Louisiana State University
Bachelor's Degree
Yoh, A Day & Zimmermann Company December 2011 - Present
Yoh 2011 - Present
United States Air Force December 2010 - Present
Pennsylvania Air National Guard December 2010 - Present
Pennsylvania Air National Guard December 2010 - Present
Open Systems Technologies June 2010 - April 2011
Starpoint Solutions November 2009 - June 2010
KForce Professional Staffing July 2008 - November 2009
Financial Services March 2008 - July 2008
Enterprise Rent-A-Car October 2007 - February 2008
Skills
Team Management, Technical Recruiting
Education
Northern Virginia Community College
Associate in Science, General Studies
Louisiana State University
Bachelor's Degree
Maulik Sojitra's Financial Services Experience January 2015 - Present
Job Manager at Financial Services
Industry Financial Services
Experience
Financial Services January 2015 - Present
Navy Federal Credit Union January 2014 - December 2014
Navy Federal Credit Union June 2013 - December 2013
Freddie Mac July 2011 - June 2013
Freddie Mac July 2010 - July 2011
Freddie Mac January 2009 - June 2010
Skills
Data Analysis, Business Process, SDLC, Analysis, Testing, Management, Vendor Management, Process Improvement, IT Strategy, Governance
Education
The George Washington University 2014 — 2014
Associate's Certificate in Business Analysis, Information Technology
George Mason University 2007 — 2009
BS, Computer Science
Financial Services January 2015 - Present
Navy Federal Credit Union January 2014 - December 2014
Navy Federal Credit Union June 2013 - December 2013
Freddie Mac July 2011 - June 2013
Freddie Mac July 2010 - July 2011
Freddie Mac January 2009 - June 2010
Skills
Data Analysis, Business Process, SDLC, Analysis, Testing, Management, Vendor Management, Process Improvement, IT Strategy, Governance
Education
The George Washington University 2014 — 2014
Associate's Certificate in Business Analysis, Information Technology
George Mason University 2007 — 2009
BS, Computer Science
Vance Moorman Vance Moorman's Financial Services Experience 1997 - 2007
Job Acute Care Account Executive
Industry Medical Devices
Experience
Medical Systems of Denver 2007 - Present
Financial Services 1997 - 2007
Consumer Health, Boulder, CO December 1993 - November 1997
Biostar January 1992 - December 1993
GenProbe, San Diego, CA September 1990 - October 1992
Kallestad Diagnostics, Austin, TX November 1986 - September 1990
Education
Menlo College
Cumlaude, Marketing and Finance
Medical Systems of Denver 2007 - Present
Financial Services 1997 - 2007
Consumer Health, Boulder, CO December 1993 - November 1997
Biostar January 1992 - December 1993
GenProbe, San Diego, CA September 1990 - October 1992
Kallestad Diagnostics, Austin, TX November 1986 - September 1990
Education
Menlo College
Cumlaude, Marketing and Finance
Elise Samet's Financial Services Experience August 2013 - Present
Job Business Development and Client Relations Director
Industry Financial Services
Experience
Financial Services August 2013 - Present
Ann Storck Center October 2010 - June 2013
The Ann Storck Center, Inc June 2008 - September 2010
Skills
Non-profits, Fundraising, Nonprofits, Event Planning, Marketing, Social Media, Product Development, Photoshop, Customer Service, Sales Management, Training, Mixed Media Artist, Volunteer Management, Experience with Special..., Creative Specialist, Event Management, Program Management, Marketing Strategy
Education
Florida State University 1999 — 2002
Associate's degree, Public Relations, Advertising, and Applied Communication
Florida Atlantic University 2005 — 2007
Bachelor of Arts, Public Communication/Media and Cultural Studies
Taravella High School
Financial Services August 2013 - Present
Ann Storck Center October 2010 - June 2013
The Ann Storck Center, Inc June 2008 - September 2010
Skills
Non-profits, Fundraising, Nonprofits, Event Planning, Marketing, Social Media, Product Development, Photoshop, Customer Service, Sales Management, Training, Mixed Media Artist, Volunteer Management, Experience with Special..., Creative Specialist, Event Management, Program Management, Marketing Strategy
Education
Florida State University 1999 — 2002
Associate's degree, Public Relations, Advertising, and Applied Communication
Florida Atlantic University 2005 — 2007
Bachelor of Arts, Public Communication/Media and Cultural Studies
Taravella High School
Nellie Smith Nellie Smith's Financial Services Experience June 2012 - Present
Job Available to educate and help families on how to save money.
Industry Investment Management
Experience
Financial Services June 2012 - Present
Skills
Computer Hardware, Outlook, Organizing, Word, Windows, GOOD ORAL AND WRITTEN..., Phone Etiquette, Answering Phones, BANKING ON LINE FOR..., GOOD CUSTOMER SERVICE
Education
Greenville Technical College 1985 — 1988
Associate's degree, Secretarial Science and Business
Northeastern University
Nursing Science
Financial Services June 2012 - Present
Skills
Computer Hardware, Outlook, Organizing, Word, Windows, GOOD ORAL AND WRITTEN..., Phone Etiquette, Answering Phones, BANKING ON LINE FOR..., GOOD CUSTOMER SERVICE
Education
Greenville Technical College 1985 — 1988
Associate's degree, Secretarial Science and Business
Northeastern University
Nursing Science
Amber Reeves's Financial Services Experience January 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services January 2013 - Present
HOPE Foundation June 2008 - December 2012
Center for Behavioral Health December 2006 - June 2008
Skills
Leadership Development, Staff Development, Public Speaking, Employee Relations, Strategic Planning, Human Resources, Project Management, Fundraising, Leadership, Analysis, Benefits Administration, Executive Coaching, Social Media, Organizational..., Management, Research, Community Outreach, Coaching, Team Building, Sales, Performance Management, Social Networking, Strategy, Sales Management, Marketing, Training, Event Planning, Public Relations, Business Development, Change Management, Program Development, Deferred Compensation
Education
Indiana University Bloomington 1992 — 1996
Arts and Sciences BA, English Literature
Financial Services January 2013 - Present
HOPE Foundation June 2008 - December 2012
Center for Behavioral Health December 2006 - June 2008
Skills
Leadership Development, Staff Development, Public Speaking, Employee Relations, Strategic Planning, Human Resources, Project Management, Fundraising, Leadership, Analysis, Benefits Administration, Executive Coaching, Social Media, Organizational..., Management, Research, Community Outreach, Coaching, Team Building, Sales, Performance Management, Social Networking, Strategy, Sales Management, Marketing, Training, Event Planning, Public Relations, Business Development, Change Management, Program Development, Deferred Compensation
Education
Indiana University Bloomington 1992 — 1996
Arts and Sciences BA, English Literature
Bonny Moran Carroll's Financial Services Experience December 2009 - Present
Job Vice President at First Federal Lakewood
Industry Banking
Experience
First Federal Lakewood July 2015 - Present
Financial Services December 2009 - Present
Financial Service Company May 2005 - Present
Skills
Product Development, sales and performance..., Strategic Planning, Customer Service, Marketing Communications, Treasury, Public Finance, Account Management, Project Execution, Treasury Management, Sales Process, Mortgage Lending, Sales, Product Marketing, Finance, Project Management, CRM, Cash Management, Banking, Analysis, Commercial Lending, Strategic Financial..., Portfolio Management, Mortgage Banking, Deposits, Investments, Treasury Services, Program Management, Risk Management, Time Management, Financial Analysis, Financial Planning
Education
Denison University
Bachelor's degree
First Federal Lakewood July 2015 - Present
Financial Services December 2009 - Present
Financial Service Company May 2005 - Present
Skills
Product Development, sales and performance..., Strategic Planning, Customer Service, Marketing Communications, Treasury, Public Finance, Account Management, Project Execution, Treasury Management, Sales Process, Mortgage Lending, Sales, Product Marketing, Finance, Project Management, CRM, Cash Management, Banking, Analysis, Commercial Lending, Strategic Financial..., Portfolio Management, Mortgage Banking, Deposits, Investments, Treasury Services, Program Management, Risk Management, Time Management, Financial Analysis, Financial Planning
Education
Denison University
Bachelor's degree
Bill Jung, MBA (IE) Bill Jung, MBA (IE)'s Financial Services Experience November 2008 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services November 2008 - Present
L-3 Communications January 2007 - Present
Instituto de Empresa June 2006 - July 2007
United States Air Forces in Europe (Headquarters) July 2001 - January 2007
United States Air Force Professional Development November 1999 - July 2001
Education
IE Business School 2006 — 2007
MBA, International Business
Financial Services November 2008 - Present
L-3 Communications January 2007 - Present
Instituto de Empresa June 2006 - July 2007
United States Air Forces in Europe (Headquarters) July 2001 - January 2007
United States Air Force Professional Development November 1999 - July 2001
Education
IE Business School 2006 — 2007
MBA, International Business
Julie I Maday Julie I Maday's Financial Services Experience February 2008 - November 2008
Job Linchpin in Administrative and Operational Support of Great Organizations ~ Creative Thinker and Problem Solver
Industry Nonprofit Organization Management
Experience
Arlington Heights Memorial Library February 2009 - Present
P.E.O. Philanthropic Educational Organization June 2011 - June 2015
Illinois workNet Northern Cook County October 2009 - September 2011
US Census Bureau March 2009 - October 2009
Illinois workNet of Northern Cook County February 2009 - October 2009
Financial Services February 2008 - November 2008
Lowes Home Improvement April 2006 - January 2008
North Shore Country Day School October 2005 - April 2006
Talcott Hardware June 1986 - September 2005
Bridleway Stables June 1990 - August 2001
Skills
Project Coordination, Event Planning, Training, Operational Planning, Exceptionally Organized, Budget Coordination, Newsletters, Website Updating, Customer Service, Coaching, Teaching, Technology Coaching, Leadership, Grant Applications, Fundraising, Not-for-profit, Recruiting, Life long learner, Marketing Communications, Database Admin, Program Development, Meet Deadlines, Interview Preparation, Resume Writing, Project Management, Career Counseling, Multi Tasking, Sales, Training Delivery, Job Search Strategies, Administrative..., Inventory Management, Talent Management, Meeting Planning, Account Reconciliation, Workforce Development, Volunteer Management, Workshop Development, Staff Management, Committed to Customer..., High Level Of Accuracy, Order Management, Sales Order Processing, Purchase Orders, Retail Management, Administrative Support, Billing Resolution, Curriculum Creation, Long-term Customer..., On the Job Training
Education
Knox College
BA, Liberal Arts
Six Sigma Green Belt Training, Chicago Deming Association-Six Sigma Masters Program, Naperville, IL
Six Sigma Green Belt Training
Arlington Heights Memorial Library February 2009 - Present
P.E.O. Philanthropic Educational Organization June 2011 - June 2015
Illinois workNet Northern Cook County October 2009 - September 2011
US Census Bureau March 2009 - October 2009
Illinois workNet of Northern Cook County February 2009 - October 2009
Financial Services February 2008 - November 2008
Lowes Home Improvement April 2006 - January 2008
North Shore Country Day School October 2005 - April 2006
Talcott Hardware June 1986 - September 2005
Bridleway Stables June 1990 - August 2001
Skills
Project Coordination, Event Planning, Training, Operational Planning, Exceptionally Organized, Budget Coordination, Newsletters, Website Updating, Customer Service, Coaching, Teaching, Technology Coaching, Leadership, Grant Applications, Fundraising, Not-for-profit, Recruiting, Life long learner, Marketing Communications, Database Admin, Program Development, Meet Deadlines, Interview Preparation, Resume Writing, Project Management, Career Counseling, Multi Tasking, Sales, Training Delivery, Job Search Strategies, Administrative..., Inventory Management, Talent Management, Meeting Planning, Account Reconciliation, Workforce Development, Volunteer Management, Workshop Development, Staff Management, Committed to Customer..., High Level Of Accuracy, Order Management, Sales Order Processing, Purchase Orders, Retail Management, Administrative Support, Billing Resolution, Curriculum Creation, Long-term Customer..., On the Job Training
Education
Knox College
BA, Liberal Arts
Six Sigma Green Belt Training, Chicago Deming Association-Six Sigma Masters Program, Naperville, IL
Six Sigma Green Belt Training
Chuck Crews Chuck Crews's Financial Services Experience 2002 - 2013
Job Attorney
Industry Law Practice
Experience
Crews Law Offices, an Estate Planning firm 2008 - Present
Financial Services 2002 - 2013
U.S. Air Force 1993 - 2001
Stites & Harbison 1991 - 1993
Education
Wake Forest University School of Law 1988 — 1991
Juris Doctorate
Georgia Southern University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Crews Law Offices, an Estate Planning firm 2008 - Present
Financial Services 2002 - 2013
U.S. Air Force 1993 - 2001
Stites & Harbison 1991 - 1993
Education
Wake Forest University School of Law 1988 — 1991
Juris Doctorate
Georgia Southern University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Jonathan Paine's Financial Services Experience November 2004 - December 2007
Job Licensed USCG Captain and UK Yachtmaster Adventurer and Entrepreneur
Industry Maritime
Experience
QiVae October 2009 - Present
T2 Tokyo - Talent2 International Group January 2008 - Present
Financial Services November 2004 - December 2007
Capital Markets Executive Search 1999 - 2005
Education
Dartmouth College 1990 — 1994
BA, French
Belmont Hill School 1986 — 1989
Diploma, Math, Science, French
QiVae October 2009 - Present
T2 Tokyo - Talent2 International Group January 2008 - Present
Financial Services November 2004 - December 2007
Capital Markets Executive Search 1999 - 2005
Education
Dartmouth College 1990 — 1994
BA, French
Belmont Hill School 1986 — 1989
Diploma, Math, Science, French
Manish Nayar's Financial Services Experience May 2000 - June 2001
Job Operations and Technology Transformation Leader
Industry Management Consulting
Experience
KPMG October 2013 - Present
PwC June 2010 - October 2013
Ally Financial Inc. March 2009 - June 2010
Deloitte Consulting (Strategy) September 2004 - March 2009
ICICI May 2001 - August 2002
Financial Services May 2000 - June 2001
Mphasis 1998 - 2000
Citigroup 1999 - 1999
Skills
Cost Reduction, Acquisition Integration, Banking, Finance Transformation, Treasury Management, Capital Markets, Finance, Mergers, Strategy, Program Management, Project Finance, Mergers & Acquisitions, Performance Management, Financial Modeling, Restructuring, Treasury, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Management Consulting, Management, Consulting, Business Analysis, Business Strategy, Business Process..., Financial Services
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Business
Delhi Public School - R. K. Puram
Delhi University
St. Francis
KPMG October 2013 - Present
PwC June 2010 - October 2013
Ally Financial Inc. March 2009 - June 2010
Deloitte Consulting (Strategy) September 2004 - March 2009
ICICI May 2001 - August 2002
Financial Services May 2000 - June 2001
Mphasis 1998 - 2000
Citigroup 1999 - 1999
Skills
Cost Reduction, Acquisition Integration, Banking, Finance Transformation, Treasury Management, Capital Markets, Finance, Mergers, Strategy, Program Management, Project Finance, Mergers & Acquisitions, Performance Management, Financial Modeling, Restructuring, Treasury, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Management Consulting, Management, Consulting, Business Analysis, Business Strategy, Business Process..., Financial Services
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Business
Delhi Public School - R. K. Puram
Delhi University
St. Francis
Manoj Bidnurkar's Financial Services Experience June 2003 - March 2006
Job Group Head at Blue Cross Blue Shield of Texas
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Texas December 2006 - Present
Southern Methodist University 2008 - 2010
Financial Services June 2003 - March 2006
Verizon 2001 - 2003
Tata Unisys 1993 - 1994
Coppell Youth Soccer 1990 - 1991
Carrollton-Farmers Branch ISD 1990 - 1991
Skills
Program Management, Strategic Planning, Budgeting
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
University of Pittsburgh 1991 — 1992
M.S., Electrical Engg & C.S.
Indian Institute of Technology, Bombay 1987 — 1991
B. Tech., Engg. Physics
S. E. S. High School, Thane 1972 — 1984
S. Sc., Science
Blue Cross Blue Shield of Texas December 2006 - Present
Southern Methodist University 2008 - 2010
Financial Services June 2003 - March 2006
Verizon 2001 - 2003
Tata Unisys 1993 - 1994
Coppell Youth Soccer 1990 - 1991
Carrollton-Farmers Branch ISD 1990 - 1991
Skills
Program Management, Strategic Planning, Budgeting
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
University of Pittsburgh 1991 — 1992
M.S., Electrical Engg & C.S.
Indian Institute of Technology, Bombay 1987 — 1991
B. Tech., Engg. Physics
S. E. S. High School, Thane 1972 — 1984
S. Sc., Science
Riley O'Brien Powell's Financial Services Experience March 2008 - March 2012
Job Theologian, Writer
Industry Writing and Editing
Experience
Financial Services March 2008 - March 2012
Opportunity International June 2006 - February 2008
Skills
Strategic Planning, Public Speaking, Investments, Non-profits, Nonprofits, Research, Microfinance, Fundraising, Financial Analysis, Strategy
Education
Harvard University 2005 — 2006
Ed M
Harvard University Graduate School of Education 2005 — 2006
Ed. M
Princeton University 2001 — 2005
M.Div
Wheaton College 1995 — 1999
BA
The Blake School 1987 — 1995
High School Diploma
Financial Services March 2008 - March 2012
Opportunity International June 2006 - February 2008
Skills
Strategic Planning, Public Speaking, Investments, Non-profits, Nonprofits, Research, Microfinance, Fundraising, Financial Analysis, Strategy
Education
Harvard University 2005 — 2006
Ed M
Harvard University Graduate School of Education 2005 — 2006
Ed. M
Princeton University 2001 — 2005
M.Div
Wheaton College 1995 — 1999
BA
The Blake School 1987 — 1995
High School Diploma
James (Jim) Sookiasian's Financial Services Experience October 2007 - August 2014
Job Chief Audit Executive (Retired)
Industry Accounting
Experience
Financial Services October 2007 - August 2014
Financial Services July 2000 - October 2007
Industrial Products and Supplies April 1996 - July 2000
Food and Drug Retailing November 1985 - April 1996
Computer Manufacturing/Software Development November 1983 - November 1985
Diversified Manufacturing and Distribution March 1980 - November 1983
Regional Planning May 1978 - March 1980
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Risk Management, Enterprise Risk..., IT Audit, Underwriting Quality..., Acquisition/Divestiture..., Fraud Auditing, Fraud Risk Assessment, Credit Risk Management, Underwriting, Finance, Sarbanes-Oxley, Risk Assessment, Fraud, Financial Risk, Due Diligence
Education
Drexel University
M.B.A.
Saint Joseph's University
B.S.
Financial Services October 2007 - August 2014
Financial Services July 2000 - October 2007
Industrial Products and Supplies April 1996 - July 2000
Food and Drug Retailing November 1985 - April 1996
Computer Manufacturing/Software Development November 1983 - November 1985
Diversified Manufacturing and Distribution March 1980 - November 1983
Regional Planning May 1978 - March 1980
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Risk Management, Enterprise Risk..., IT Audit, Underwriting Quality..., Acquisition/Divestiture..., Fraud Auditing, Fraud Risk Assessment, Credit Risk Management, Underwriting, Finance, Sarbanes-Oxley, Risk Assessment, Fraud, Financial Risk, Due Diligence
Education
Drexel University
M.B.A.
Saint Joseph's University
B.S.
Alan Benear's Financial Services Experience January 2015 - Present
Job IT Asset Management Specialist at Financial Services
Industry Information Technology and Services
Experience
Financial Services January 2015 - Present
Financial Services April 2013 - January 2015
Financial Services September 2002 - March 2013
Financial Services November 1998 - August 2002
Commercial and Government Nuclear Services April 1996 - June 1997
Government Nuclear Services 1991 - 1994
Skills
Microsoft Licensing, Software Asset..., Solution Selling, Software Licensing, Cloud Computing, Software Industry, Enterprise Software, Professional Services, Managed Services, SaaS, Business Alliances, Procurement, Partner Management, Channel Partners, HP, ITIL, Vendor Management, Disaster Recovery, Program Management, Business Analysis
Education
Emporia State University
Master's Degree, Biology and Chemistry
Southern Illinois University, Edwardsville
Math, Statistics, Environmental Engineering
Financial Services January 2015 - Present
Financial Services April 2013 - January 2015
Financial Services September 2002 - March 2013
Financial Services November 1998 - August 2002
Commercial and Government Nuclear Services April 1996 - June 1997
Government Nuclear Services 1991 - 1994
Skills
Microsoft Licensing, Software Asset..., Solution Selling, Software Licensing, Cloud Computing, Software Industry, Enterprise Software, Professional Services, Managed Services, SaaS, Business Alliances, Procurement, Partner Management, Channel Partners, HP, ITIL, Vendor Management, Disaster Recovery, Program Management, Business Analysis
Education
Emporia State University
Master's Degree, Biology and Chemistry
Southern Illinois University, Edwardsville
Math, Statistics, Environmental Engineering
Rohit Saran's Financial Services Experience November 2005 - Present
Job Manager at Financial Services
Industry Information Technology and Services
Experience
Financial Services November 2005 - Present
Education
Illinois Institute of Technology
Financial Services November 2005 - Present
Education
Illinois Institute of Technology
Daniel Altwegg's Financial Services Experience February 1986 - February 2015
Job Contract Administrator, Financial Advisor
Industry Wholesale
Experience
Nash Finch Company February 2007 - Present
Financial Services February 1986 - February 2015
Skills
Warehouse Management, Contract Management, Inventory Management, Process Improvement, Purchasing, Contract Negotiation, Supply Chain, Operations Management, Forecasting, Customer Service, Account Management, Procurement, Warehousing, Pricing, Retail, Team Building, Budgets, Team Leadership, Supply Chain Management, Management, Solution Selling, Leadership
Education
Hamline University School of Law 1977 — 1980
JD, Law
Hamline University School of Law 1977 — 1980
Juris Doctor, Law
Nash Finch Company February 2007 - Present
Financial Services February 1986 - February 2015
Skills
Warehouse Management, Contract Management, Inventory Management, Process Improvement, Purchasing, Contract Negotiation, Supply Chain, Operations Management, Forecasting, Customer Service, Account Management, Procurement, Warehousing, Pricing, Retail, Team Building, Budgets, Team Leadership, Supply Chain Management, Management, Solution Selling, Leadership
Education
Hamline University School of Law 1977 — 1980
JD, Law
Hamline University School of Law 1977 — 1980
Juris Doctor, Law
Erika Macias's Financial Services Experience
Job Strategic Planning Consultant at Financial Services
Industry Financial Services
Experience
Financial Services
Skills
Strategic Financial..., Financial Modeling
Education
Instituto Tecnológico Autónomo de México 2001 — 2006
Financial Services
Skills
Strategic Financial..., Financial Modeling
Education
Instituto Tecnológico Autónomo de México 2001 — 2006
Patricia Stowe's Financial Services Experience 2005 - Present
Job Senior Manager
Industry Information Technology and Services
Experience
Financial Services 2005 - Present
SAP Australia 1997 - 1999
Skills
Professional Services, Management, Banking, Business Analysis, Vendor Management, Forecasting, Project Planning, Risk Management, Project Management, Change Management, Strategic Planning, Business Process..., ITIL, Governance, Financial Services
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
Western University
Bachelor of Arts (Honours), Political Science
Financial Services 2005 - Present
SAP Australia 1997 - 1999
Skills
Professional Services, Management, Banking, Business Analysis, Vendor Management, Forecasting, Project Planning, Risk Management, Project Management, Change Management, Strategic Planning, Business Process..., ITIL, Governance, Financial Services
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
Western University
Bachelor of Arts (Honours), Political Science
Naresh Mulchandani's Financial Services Experience October 2004 - Present
Job Vice President Accounting Manager
Industry Financial Services
Experience
Financial Services October 2004 - Present
Skills
Financial Modeling, Bloomberg, Hedge Funds, Financial Analysis, Investments, Options, Fund Of Funds, Financial Reporting, Fixed Income, Accounting, Derivatives, Auditing, Alternative Investments, Equities, Portfolio Management, Asset Management, Capital Markets
Education
Illinois Institute of Technology 2002 — 2004
Master of Science (MS), Finance
Financial Services October 2004 - Present
Skills
Financial Modeling, Bloomberg, Hedge Funds, Financial Analysis, Investments, Options, Fund Of Funds, Financial Reporting, Fixed Income, Accounting, Derivatives, Auditing, Alternative Investments, Equities, Portfolio Management, Asset Management, Capital Markets
Education
Illinois Institute of Technology 2002 — 2004
Master of Science (MS), Finance
Isabelle Yu's Financial Services Experience October 2000 - December 2001
Job Purchasing and Logistics Professional
Industry Logistics and Supply Chain
Experience
AXENT November 2014 - March 2015
EtherWAN Systems Inc. April 2002 - July 2006
Financial Services October 2000 - December 2001
Netsperanto.com January 2000 - December 2000
TVBS November 1994 - January 1996
Skills
Product Development, Account Management, Program Management, Supply Chain Management, Supply Chain..., Purchase Planning, Leadership, Supply Chain, Forecasting, Digital Influence, Virtual Communities, Cross-functional Team..., Operations Management, Supply Chain Operations, Microsoft Excel, Telecommunications, Demand Forecasting, Logistics Management, SAP
Education
Pepperdine University 1998 — 2001
MA, Communications
Fu Jen Catholic University 1990 — 1994
BA, Broadcasting in Mass Communications
AXENT November 2014 - March 2015
EtherWAN Systems Inc. April 2002 - July 2006
Financial Services October 2000 - December 2001
Netsperanto.com January 2000 - December 2000
TVBS November 1994 - January 1996
Skills
Product Development, Account Management, Program Management, Supply Chain Management, Supply Chain..., Purchase Planning, Leadership, Supply Chain, Forecasting, Digital Influence, Virtual Communities, Cross-functional Team..., Operations Management, Supply Chain Operations, Microsoft Excel, Telecommunications, Demand Forecasting, Logistics Management, SAP
Education
Pepperdine University 1998 — 2001
MA, Communications
Fu Jen Catholic University 1990 — 1994
BA, Broadcasting in Mass Communications
Madhu Chalamani's Financial Services Experience June 2000 - Present
Job Vice President, Enterprise Cloud
Industry Financial Services
Experience
Financial services June 2000 - Present
Skills
Software Engineering, Software Development, SOA, Java, J2EE, SQL, Spring, Mentoring, Process Improvement, Agile, Software Project..., Architecture, JavaScript, XML, Unix, Application Architecture, Enterprise Architecture, PL/SQL, Perl, Web Services, Databases, IT Strategy, Product Management, Tomcat, C++, Integration, SDLC, Requirements Analysis, JDBC, Ant, Web Applications, UML, Scrum, JSP, Linux, C#, Hibernate, Data Warehousing, Strategic Planning, Websphere, Design Patterns, .NET, Program Management, Eclipse, Business Analysis, Vendor Management, Management, Business Process
Education
Harvard University 2008 — 2010
Masters in Management
Open group
TOGAF certified architect
PSG College of Technology
Masters in Technology
RVR & JC college of engineering
Bachelors in Engineering
Financial services June 2000 - Present
Skills
Software Engineering, Software Development, SOA, Java, J2EE, SQL, Spring, Mentoring, Process Improvement, Agile, Software Project..., Architecture, JavaScript, XML, Unix, Application Architecture, Enterprise Architecture, PL/SQL, Perl, Web Services, Databases, IT Strategy, Product Management, Tomcat, C++, Integration, SDLC, Requirements Analysis, JDBC, Ant, Web Applications, UML, Scrum, JSP, Linux, C#, Hibernate, Data Warehousing, Strategic Planning, Websphere, Design Patterns, .NET, Program Management, Eclipse, Business Analysis, Vendor Management, Management, Business Process
Education
Harvard University 2008 — 2010
Masters in Management
Open group
TOGAF certified architect
PSG College of Technology
Masters in Technology
RVR & JC college of engineering
Bachelors in Engineering
Sam Congdon's Financial Services Experience June 1999 - November 2011
Job Owner at moonlight bay hostel
Industry Financial Services
Experience
moonlight bay hostel December 2012 - Present
Financial Services June 1999 - November 2011
Debt Settlement Services December 2006 - October 2008
Student Works Painting June 1997 - August 1997
Skills
Business Management, CRM software, Online Marketing, People Management, Financial Management, Financial Modeling, Negotiation, Sales Management, Selling, Consultative Selling, Profit Maximization, Profit & Loss Management, CRM, Finance, Management, Forecasting, Financial Services, P&L Management, Business Strategy, Sales
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Hillsdale College 1991 — 1995
B.S., Economics
moonlight bay hostel December 2012 - Present
Financial Services June 1999 - November 2011
Debt Settlement Services December 2006 - October 2008
Student Works Painting June 1997 - August 1997
Skills
Business Management, CRM software, Online Marketing, People Management, Financial Management, Financial Modeling, Negotiation, Sales Management, Selling, Consultative Selling, Profit Maximization, Profit & Loss Management, CRM, Finance, Management, Forecasting, Financial Services, P&L Management, Business Strategy, Sales
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Hillsdale College 1991 — 1995
B.S., Economics
Douglas J Alexander III's Financial Services Experience October 2009 - March 2011
Job Assistant Marketing Director
Industry Marketing and Advertising
Experience
Flagstar Bank September 2011 - July 2014
Financial Services October 2009 - March 2011
Mortgage Banker September 2004 - July 2009
Skills
Mortgage Lending, Loans, Residential Mortgages
Education
Kentucky State University 1990 — 1991
Lincoln University (MO) 1987 — 1989
Public Administration
Flagstar Bank September 2011 - July 2014
Financial Services October 2009 - March 2011
Mortgage Banker September 2004 - July 2009
Skills
Mortgage Lending, Loans, Residential Mortgages
Education
Kentucky State University 1990 — 1991
Lincoln University (MO) 1987 — 1989
Public Administration
Maria Gregoriev's Financial Services Experience June 2012 - Present
Job Registered Representative at Financial Services
Industry Financial Services
Experience
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Anthony Rapacciuolo's Financial Services Experience February 1993 - October 1998
Job Assistant Director of Operations
Industry Wine and Spirits
Experience
Empire Merchants June 2014 - Present
Empire Merchants,LLC March 2008 - June 2014
Ladenburg Thalmann October 1998 - March 2008
Financial Services February 1993 - October 1998
Education
Florida International University - College of Business Administration
BA, Business
Lynbrook High School
Empire Merchants June 2014 - Present
Empire Merchants,LLC March 2008 - June 2014
Ladenburg Thalmann October 1998 - March 2008
Financial Services February 1993 - October 1998
Education
Florida International University - College of Business Administration
BA, Business
Lynbrook High School
Joan Norris's Financial Services Experience November 2002 - October 2004
Job Sr. Mortgage Underwriter at Credit Union
Industry Financial Services
Experience
Credit Union November 2010 - Present
Platinum Mortgage October 2009 - October 2010
Mortgage Company June 2005 - July 2009
Financial Services November 2002 - October 2004
North American Mortgage July 2000 - June 2002
Education
Eastern Florida State College 2004 — 2005
Real Estate
Credit Union November 2010 - Present
Platinum Mortgage October 2009 - October 2010
Mortgage Company June 2005 - July 2009
Financial Services November 2002 - October 2004
North American Mortgage July 2000 - June 2002
Education
Eastern Florida State College 2004 — 2005
Real Estate
Mr. Bruce Kirkland's Financial Services Experience February 2015 - Present
Job Experince qualtiaitive market researcher specilizing in African American studies, finanacial credit restoration conselor
Industry Market Research
Experience
Financial Services February 2015 - Present
Research Consultant March 2007 - Present
Skills
Questionnaire Design, Survey Design, Survey Research, Data Collection, Competitive Intelligence, Focus Groups, Market Research, Marketing Research, Research Design, Customer Insight, Quantitative Research, Questionnaires, SPSS, Government Business..., Brand Equity, Qualitative Research, Segmentation, Online Research, Secondary Research, Online Moderation, Mystery Shopping, Consumer Insight, International Research, CATI, Data Analysis, Advertising Research, Credit Restoration,...
Education
Queens College 1985 — 1989
BA Social Psychology, Qualitative/Quantitative Research
Long Island University
Master's degree, Counseling
Financial Services February 2015 - Present
Research Consultant March 2007 - Present
Skills
Questionnaire Design, Survey Design, Survey Research, Data Collection, Competitive Intelligence, Focus Groups, Market Research, Marketing Research, Research Design, Customer Insight, Quantitative Research, Questionnaires, SPSS, Government Business..., Brand Equity, Qualitative Research, Segmentation, Online Research, Secondary Research, Online Moderation, Mystery Shopping, Consumer Insight, International Research, CATI, Data Analysis, Advertising Research, Credit Restoration,...
Education
Queens College 1985 — 1989
BA Social Psychology, Qualitative/Quantitative Research
Long Island University
Master's degree, Counseling
Jon Rosenblatt's Financial Services Experience January 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services January 2014 - Present
Wealth Advisory Group LLC July 2012 - December 2013
Angel's Share Wine August 2011 - July 2012
Studley, Inc. June 2003 - May 2010
Education
Fairleigh Dickinson University 1998 — 2002
International Wine Center
Advanced Studies
Financial Services January 2014 - Present
Wealth Advisory Group LLC July 2012 - December 2013
Angel's Share Wine August 2011 - July 2012
Studley, Inc. June 2003 - May 2010
Education
Fairleigh Dickinson University 1998 — 2002
International Wine Center
Advanced Studies
T. Crayton's Financial Services Experience October 2004 - September 2006
Job Marketing Compliance Consultant (UDAAP)at Confidential Company Undisclosed
Industry Financial Services
Experience
Confidential Company - Undisclosed June 2015 - Present
Undisclosed Company March 2015 - June 2015
Wells Fargo March 2013 - March 2015
Promontory Financial Group, LLC (Randstad) October 2012 - January 2013
Local Government October 2006 - October 2012
Financial Services October 2004 - September 2006
Skills
Compliance Operations, Operational Risk..., Internal Controls, Risk Assessment, Compliance Testing, Compliance..., Risk Analysis, Compliance Monitoring, Operation Optimization, Regulatory Compliance, Compliance Analysis, Oracle Financial, Audit Reports, Audit Professionals, Accountability, Accounting, Problem Solving, Process Improvement, People-oriented, Analysis, Analytical Reasoning, Compliance, Compliance Oversight, Compliance Procedures, Reporting Tool, Reporting Systems, Report Building, Reporting Applications, Report Development, Budget Monitoring, Budget Forecasts, Budget Reconciliation, Budget Estimating, Salesforce.com, Foreclosures, Operational Due..., External Audit, Mortgage Servicing, Financial Statement..., Chartered Financial..., Government Operations, Internal Audit
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Oracle University
Certificate, Oracle Discover
The University of Georgia
Certificate of Governmental Accounting, Carl Vinson Institute of Governmental Accounting
Confidential Company - Undisclosed June 2015 - Present
Undisclosed Company March 2015 - June 2015
Wells Fargo March 2013 - March 2015
Promontory Financial Group, LLC (Randstad) October 2012 - January 2013
Local Government October 2006 - October 2012
Financial Services October 2004 - September 2006
Skills
Compliance Operations, Operational Risk..., Internal Controls, Risk Assessment, Compliance Testing, Compliance..., Risk Analysis, Compliance Monitoring, Operation Optimization, Regulatory Compliance, Compliance Analysis, Oracle Financial, Audit Reports, Audit Professionals, Accountability, Accounting, Problem Solving, Process Improvement, People-oriented, Analysis, Analytical Reasoning, Compliance, Compliance Oversight, Compliance Procedures, Reporting Tool, Reporting Systems, Report Building, Reporting Applications, Report Development, Budget Monitoring, Budget Forecasts, Budget Reconciliation, Budget Estimating, Salesforce.com, Foreclosures, Operational Due..., External Audit, Mortgage Servicing, Financial Statement..., Chartered Financial..., Government Operations, Internal Audit
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Oracle University
Certificate, Oracle Discover
The University of Georgia
Certificate of Governmental Accounting, Carl Vinson Institute of Governmental Accounting
Kathryn Mitchel's Financial Services Experience 2014 - Present
Job Employee Relations Advisor IL/IN/WI/MS at Financial Services
Industry Human Resources
Experience
Financial Services 2014 - Present
Bank of America April 2011 - March 2014
Bank of America (formerly LaSalle Bank) 2008 - April 2011
Skills
Performance Management, Onboarding, Human Resources, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, HRIS, Employee Relations, Deferred Compensation, Workforce Planning, Applicant Tracking..., Organizational Design, Recruiting, HR Consulting, PeopleSoft, Technical Recruiting, Benefits Administration, Leadership Development, HR Policies, Personnel Management
Education
Loyola University Chicago 2000 — 2002
Financial Services 2014 - Present
Bank of America April 2011 - March 2014
Bank of America (formerly LaSalle Bank) 2008 - April 2011
Skills
Performance Management, Onboarding, Human Resources, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, HRIS, Employee Relations, Deferred Compensation, Workforce Planning, Applicant Tracking..., Organizational Design, Recruiting, HR Consulting, PeopleSoft, Technical Recruiting, Benefits Administration, Leadership Development, HR Policies, Personnel Management
Education
Loyola University Chicago 2000 — 2002
Andrea Hanks's Financial Services Experience April 1999 - Present
Job Financial Administrator
Industry Financial Services
Experience
Financial Services April 1999 - Present
Education
Georgia State University 1993 — 1997
BA, Communications
Financial Services April 1999 - Present
Education
Georgia State University 1993 — 1997
BA, Communications
Cheryl Cherry's Financial Services Experience February 2005 - Present
Job Primerica Financial Services
Industry Financial Services
Experience
Financial Services February 2005 - Present
NYS Office of Mental Health May 1984 - Present
Education
Morgan State University 1977 — 1981
BS, Psychology
Long Island University
MS, Childhood Education
Ossining High School
Financial Services February 2005 - Present
NYS Office of Mental Health May 1984 - Present
Education
Morgan State University 1977 — 1981
BS, Psychology
Long Island University
MS, Childhood Education
Ossining High School
jenni singer's Financial Services Experience Marketing AnalystCP2November 2008 - December 2012
Job financial marketer
Industry Financial Services
Experience
financial services Marketing AnalystCP2November 2008 - December 2012
EQ Financial Consultants March 1994 - August 1999
Skills
Equities, Asset Management, Capital Markets, Business Strategy, Strategic Planning, Financial Services, Securities, Marketing Strategy, Alternative Investments
Education
Hofstra University 1983 — 1988
BBA, finance
financial services Marketing AnalystCP2November 2008 - December 2012
EQ Financial Consultants March 1994 - August 1999
Skills
Equities, Asset Management, Capital Markets, Business Strategy, Strategic Planning, Financial Services, Securities, Marketing Strategy, Alternative Investments
Education
Hofstra University 1983 — 1988
BBA, finance
Stacey Ostrom's Financial Services Experience June 2009 - January 2010
Job Director, Fund Administration at Covariance Capital Management
Industry Financial Services
Experience
Covariance Capital Management January 2014 - Present
Covariance Capital Management June 2011 - December 2013
The Sterling Group, LP January 2010 - June 2011
Financial Services June 2009 - January 2010
Kenmont Investments Management LP May 2005 - June 2009
Veras Investment Partners LLC July 2002 - May 2005
Skills
Management, Hedge Funds, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Capital Markets
Education
University of Houston-Clear Lake 2004 — 2009
MS, Finance
Florida State University 1993 — 1995
Covariance Capital Management January 2014 - Present
Covariance Capital Management June 2011 - December 2013
The Sterling Group, LP January 2010 - June 2011
Financial Services June 2009 - January 2010
Kenmont Investments Management LP May 2005 - June 2009
Veras Investment Partners LLC July 2002 - May 2005
Skills
Management, Hedge Funds, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Capital Markets
Education
University of Houston-Clear Lake 2004 — 2009
MS, Finance
Florida State University 1993 — 1995
Roberto Rodezno's Financial Services Experience February 2007 - Present
Job Experienced Broker Dealer Executive
Industry Financial Services
Experience
Financial Services February 2007 - Present
Espirito Santo Bank April 2005 - February 2007
Charles Schwab January 2000 - May 2005
Skills
Banking, Risk Management, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Retail Banking, Mutual Funds, Relationship Management, Vendor Management, Series 63, Finance, Process Improvement
Education
Florida International University - College of Business Administration 1992 — 1998
Bachelors, Business - Finance & Int'l. Business
Financial Services February 2007 - Present
Espirito Santo Bank April 2005 - February 2007
Charles Schwab January 2000 - May 2005
Skills
Banking, Risk Management, Series 7, Wealth Management, Investments, Financial Analysis, Securities, Retail Banking, Mutual Funds, Relationship Management, Vendor Management, Series 63, Finance, Process Improvement
Education
Florida International University - College of Business Administration 1992 — 1998
Bachelors, Business - Finance & Int'l. Business
Uhera Jones's Financial Services Experience August 2013 - Present
Job Licensed Broker
Industry Insurance
Experience
Financial Services August 2013 - Present
Aflac July 2012 - August 2013
Georgeson Shareholder March 2001 - July 2011
Skills
Equities, Hedge Funds, Risk Management, Fixed Annuities, Variable Annuities, Wealth Management, Life Insurance, Health Insurance, Investments, IRAs, 401k Rollovers, Stockbroking, Securities, Fixed Income, Mutual Funds, Financial Services, Finance
Education
Mercer University
Economics
Financial Services August 2013 - Present
Aflac July 2012 - August 2013
Georgeson Shareholder March 2001 - July 2011
Skills
Equities, Hedge Funds, Risk Management, Fixed Annuities, Variable Annuities, Wealth Management, Life Insurance, Health Insurance, Investments, IRAs, 401k Rollovers, Stockbroking, Securities, Fixed Income, Mutual Funds, Financial Services, Finance
Education
Mercer University
Economics
Damien Horn's Financial Services Experience 2002 - 2006
Job Partner, National Marketing Manager at Speed Limit Sales & Marketing LLC
Industry Electrical/Electronic Manufacturing
Experience
Speed Limit Sales & Marketing LLC May 2009 - Present
AGL Corp. April 2006 - 2008
Financial Services 2002 - 2006
Nokia 1996 - 1999
Skills
Leadership, Management Consulting, Analysis, ERP, E-commerce, Sales Management, Team Building, Customer Service, Email Marketing, Logistics, Inventory Management, Strategic Financial..., Acquisition Integration, Financial Services, Portfolio Management, Strategy, Business Strategy, Business Process..., Risk Management, Product Management, Social Media Marketing, New Business Development, Cross-functional Team..., Start-ups, Sales, Training, Business Development, CRM, Competitive Analysis, Business Planning, Sales Operations, Product Development, Product Marketing, Strategic Planning, Strategic Partnerships, Team Leadership, Management, Program Management, Account Management, Negotiation, Forecasting
Education
Marymount University 1993 — 1995
Graduate Business
University of Arkansas 1985 — 1988
BSEE, Electrical Engineering
Speed Limit Sales & Marketing LLC May 2009 - Present
AGL Corp. April 2006 - 2008
Financial Services 2002 - 2006
Nokia 1996 - 1999
Skills
Leadership, Management Consulting, Analysis, ERP, E-commerce, Sales Management, Team Building, Customer Service, Email Marketing, Logistics, Inventory Management, Strategic Financial..., Acquisition Integration, Financial Services, Portfolio Management, Strategy, Business Strategy, Business Process..., Risk Management, Product Management, Social Media Marketing, New Business Development, Cross-functional Team..., Start-ups, Sales, Training, Business Development, CRM, Competitive Analysis, Business Planning, Sales Operations, Product Development, Product Marketing, Strategic Planning, Strategic Partnerships, Team Leadership, Management, Program Management, Account Management, Negotiation, Forecasting
Education
Marymount University 1993 — 1995
Graduate Business
University of Arkansas 1985 — 1988
BSEE, Electrical Engineering
Mahavir Dagar's Financial Services Experience 2001 - 2009
Job IT Management Technology Services in Financial Industry
Industry Financial Services
Experience
Financial services 2001 - 2009
Pershing 2000 - 2006
Pershing 2000 - 2006
Pershing 2000 - 2006
DLJdirect 2000 - 2001
Indian Navy 1979 - 1999
Skills
Portfolio Management, Financial Services, IT Strategy, Business Analysis, Vendor Management, Equities, Risk Management, SDLC, Program Management, Strategic Planning, Process Improvement, Strategy, Asset Managment, Management, Project Management, Business Strategy, Change Management, Product Management, Fixed Income, Asset Management, Business Development, Disaster Recovery, Investments, Operations Management, Business Continuity, PMP, Leadership, Team Management, Management Consulting, Project Portfolio..., Relationship Management, Derivatives, Enterprise Architecture, Business Process..., Cross-functional Team..., Integration, Project Planning, Team Building, ITIL, Outsourcing, Data Warehousing, Software Project..., Trading, PMO, Information Security
Education
Thunderbird School of Global Management 2008 — 2008
Indian Institute of Technology, Bombay 1984 — 1985
MS
National Defence Academy
B. Sc.
Naval College of Engineering
Engineering
Financial services 2001 - 2009
Pershing 2000 - 2006
Pershing 2000 - 2006
Pershing 2000 - 2006
DLJdirect 2000 - 2001
Indian Navy 1979 - 1999
Skills
Portfolio Management, Financial Services, IT Strategy, Business Analysis, Vendor Management, Equities, Risk Management, SDLC, Program Management, Strategic Planning, Process Improvement, Strategy, Asset Managment, Management, Project Management, Business Strategy, Change Management, Product Management, Fixed Income, Asset Management, Business Development, Disaster Recovery, Investments, Operations Management, Business Continuity, PMP, Leadership, Team Management, Management Consulting, Project Portfolio..., Relationship Management, Derivatives, Enterprise Architecture, Business Process..., Cross-functional Team..., Integration, Project Planning, Team Building, ITIL, Outsourcing, Data Warehousing, Software Project..., Trading, PMO, Information Security
Education
Thunderbird School of Global Management 2008 — 2008
Indian Institute of Technology, Bombay 1984 — 1985
MS
National Defence Academy
B. Sc.
Naval College of Engineering
Engineering
Carol Crego, CBCP's Financial Services Experience January 2000 - Present
Job Business Continuity
Industry Financial Services
Experience
Financial Services January 2000 - Present
Skills
Disaster Recovery, Business Continuity, Risk Management, Management, Training, Business Continuity..., Integration, Vendor Management, Software Documentation, Process Improvement, Policy, Financial Risk, Project Planning, Human Resources, Credit Cards
Education
Franklin University 1997 — 2006
Associates, Business Administration
Financial Services January 2000 - Present
Skills
Disaster Recovery, Business Continuity, Risk Management, Management, Training, Business Continuity..., Integration, Vendor Management, Software Documentation, Process Improvement, Policy, Financial Risk, Project Planning, Human Resources, Credit Cards
Education
Franklin University 1997 — 2006
Associates, Business Administration
Shellie Cooke's Financial Services Experience August 2009 - Present
Job Operations Manager
Industry Financial Services
Experience
Financial Services August 2009 - Present
Apple Mortgage September 2002 - April 2009
Education
University of Colorado Colorado Springs 1998 — 2000
MBA, Leadership and Human Resource Management
Grand Valley State University
Financial Services August 2009 - Present
Apple Mortgage September 2002 - April 2009
Education
University of Colorado Colorado Springs 1998 — 2000
MBA, Leadership and Human Resource Management
Grand Valley State University
Nicole Inderrieden's Financial Services Experience August 2014 - Present
Job Quality Assurance Manager at Financial Services
Industry Education Management
Experience
Financial Services August 2014 - Present
Financial Services September 2013 - August 2014
Bryan University August 2012 - September 2013
The Bogdan Law Firm October 2011 - August 2012
Lyon College August 2010 - August 2011
Old Independence County Regional Museum January 2011 - May 2011
Jackson Hewitt January 2011 - April 2011
Lyon College August 2009 - May 2010
Lyon College September 2008 - May 2010
Lyon College October 2009 - April 2010
Skills
People Skills, Microsoft Word, Public Speaking, Microsoft Excel, Multi Tasking, QuickBooks, Research, Legal Research, Customer Service, Higher Education, Leadership, Time Management, Cpr Certified, Illustrator, Teaching, PowerPoint, Teamwork, Photoshop, Event Planning, Social Media, Admissions Counseling, Office Management, Accounts Payable, Accounts Receivable, Editing, Tutoring, Fundraising, Access, Leadership Development, Microsoft Office, Staff Development, Student Development, Outlook, Curriculum Design, Student Affairs, Community Outreach, Nonprofits, Facebook, Social Networking, Resume Writing, Creative Writing, Program Development, Spanish
Education
Lyon College 2007 — 2011
Bachelors of Arts, History Minor in Anthropology
Arkansas School 2006 — 2007
Mathematics, Sciences; Accounting
Salem High School 2004 — 2005
Financial Services August 2014 - Present
Financial Services September 2013 - August 2014
Bryan University August 2012 - September 2013
The Bogdan Law Firm October 2011 - August 2012
Lyon College August 2010 - August 2011
Old Independence County Regional Museum January 2011 - May 2011
Jackson Hewitt January 2011 - April 2011
Lyon College August 2009 - May 2010
Lyon College September 2008 - May 2010
Lyon College October 2009 - April 2010
Skills
People Skills, Microsoft Word, Public Speaking, Microsoft Excel, Multi Tasking, QuickBooks, Research, Legal Research, Customer Service, Higher Education, Leadership, Time Management, Cpr Certified, Illustrator, Teaching, PowerPoint, Teamwork, Photoshop, Event Planning, Social Media, Admissions Counseling, Office Management, Accounts Payable, Accounts Receivable, Editing, Tutoring, Fundraising, Access, Leadership Development, Microsoft Office, Staff Development, Student Development, Outlook, Curriculum Design, Student Affairs, Community Outreach, Nonprofits, Facebook, Social Networking, Resume Writing, Creative Writing, Program Development, Spanish
Education
Lyon College 2007 — 2011
Bachelors of Arts, History Minor in Anthropology
Arkansas School 2006 — 2007
Mathematics, Sciences; Accounting
Salem High School 2004 — 2005
Wil Schmidt III's Financial Services Experience 1997 - 2007
Job Client Partner Area Manager Strategic Accounts at Gartner
Industry Information Technology and Services
Experience
Gartner February 2015 - Present
Gartner January 2013 - February 2015
Advertising Sales - Software Sales 2007 - 2012
Ardent Corp. 2004 - 2007
Financial Services 1997 - 2007
Champion-Hanes 1993 - 1997
Skills
Consultative Approach, Salesforce.com, Proposal Writing, Marketing Communications, QuickBooks, Sales, Sales Management, Sales Rep Training, Seminars, Trade Show Exhibitor, Risk Management, Strategic Financial..., Mortgage Banking, Workflow Applications, Prospecting New Clients, Time Management, B2B Marketing, Consumer Marketing, SEM, SEO, Advertising, Social Media Marketing, Toastmasters, Chambers of Commerce, Store Management, Personnel Management, Hiring Employees, Chatter, Mortgage Underwriting, Real Estate Financing, Creative Real Estate..., Cold Calling, B2B, Inbound Marketing, Intercultural..., Strategic Communications, Business Strategy, Sales Process, Major Accounts, Direct Sales, Lead Generation, Sales Presentations, Selling, Solution Selling, Strategic Partnerships, Professional Services, Market Research, Account Management
Education
Florida Gulf Coast University
Bachelor of Science (BS)
Florida Gulf Coast University
Master of Business Administration (M.B.A.)
Gartner February 2015 - Present
Gartner January 2013 - February 2015
Advertising Sales - Software Sales 2007 - 2012
Ardent Corp. 2004 - 2007
Financial Services 1997 - 2007
Champion-Hanes 1993 - 1997
Skills
Consultative Approach, Salesforce.com, Proposal Writing, Marketing Communications, QuickBooks, Sales, Sales Management, Sales Rep Training, Seminars, Trade Show Exhibitor, Risk Management, Strategic Financial..., Mortgage Banking, Workflow Applications, Prospecting New Clients, Time Management, B2B Marketing, Consumer Marketing, SEM, SEO, Advertising, Social Media Marketing, Toastmasters, Chambers of Commerce, Store Management, Personnel Management, Hiring Employees, Chatter, Mortgage Underwriting, Real Estate Financing, Creative Real Estate..., Cold Calling, B2B, Inbound Marketing, Intercultural..., Strategic Communications, Business Strategy, Sales Process, Major Accounts, Direct Sales, Lead Generation, Sales Presentations, Selling, Solution Selling, Strategic Partnerships, Professional Services, Market Research, Account Management
Education
Florida Gulf Coast University
Bachelor of Science (BS)
Florida Gulf Coast University
Master of Business Administration (M.B.A.)
John Cyr (cyr.john@yahoo.com)'s Financial Services Experience March 2004 - April 2011
Job Registered Representative at Great Lakes Financial Partners, member of the John Hancock Financial Nework
Industry Financial Services
Experience
Great Lakes Financial Partners, member of the John Hancock Financial Nework June 2010 - Present
Financial Services March 2004 - April 2011
California Securities February 2001 - March 2004
Morgan Stanley & Co. March 1984 - February 2001
Education
The University of Chicago 1973 — 1978
MBA, Business Administration
Loyola University Chicago 1968 — 1973
BS, Management, Economics
Great Lakes Financial Partners, member of the John Hancock Financial Nework June 2010 - Present
Financial Services March 2004 - April 2011
California Securities February 2001 - March 2004
Morgan Stanley & Co. March 1984 - February 2001
Education
The University of Chicago 1973 — 1978
MBA, Business Administration
Loyola University Chicago 1968 — 1973
BS, Management, Economics
Aymen Saeed's Financial Services Experience May 2012 - May 2014
Job Investment Banking Professional Credit Risk
Industry Banking
Experience
Financial Services May 2012 - May 2014
Financial Services 2009 - 2011
Financial Services June 2008 - September 2008
Financial Services June 2006 - August 2007
Skills
Capital Markets, Investment Banking, Credit Analysis, Counterparty Risk, Fixed Income Strategies, Performance Management, Credit Derivatives, Financial Modeling, Mathematical Modeling, Valuation Modeling, Stress Testing, Valuation, Portfolio Management, Finance, Fixed Income, Corporate Finance, Investments
Education
University of Rochester - Simon Business School 2007 — 2009
MBA
Lahore University of Management Sciences 2002 — 2005
B.Sc
Financial Services May 2012 - May 2014
Financial Services 2009 - 2011
Financial Services June 2008 - September 2008
Financial Services June 2006 - August 2007
Skills
Capital Markets, Investment Banking, Credit Analysis, Counterparty Risk, Fixed Income Strategies, Performance Management, Credit Derivatives, Financial Modeling, Mathematical Modeling, Valuation Modeling, Stress Testing, Valuation, Portfolio Management, Finance, Fixed Income, Corporate Finance, Investments
Education
University of Rochester - Simon Business School 2007 — 2009
MBA
Lahore University of Management Sciences 2002 — 2005
B.Sc
Kathleen Donohue's Financial Services Experience June 2002 - March 2004
Job Independent Consultant Talent Management and Organization Development
Industry Management Consulting
Experience
Something Different After School 2011 - Present
Independent Consultant September 2005 - Present
J.P. MORGAN CHASE & CO., New York, NY April 2004 - August 2005
Financial Services June 2002 - March 2004
DELOITTE CONSULTING, New York, NY September 2001 - February 2002
ERNST & YOUNG LLP, New York, NY April 1997 - February 2001
PricewaterhouseCoopers March 1995 - October 1996
CHASE MANHATTAN BANK, New York, NY February 1984 - January 1995
Education
Hofstra University
BA 1979
Something Different After School 2011 - Present
Independent Consultant September 2005 - Present
J.P. MORGAN CHASE & CO., New York, NY April 2004 - August 2005
Financial Services June 2002 - March 2004
DELOITTE CONSULTING, New York, NY September 2001 - February 2002
ERNST & YOUNG LLP, New York, NY April 1997 - February 2001
PricewaterhouseCoopers March 1995 - October 1996
CHASE MANHATTAN BANK, New York, NY February 1984 - January 1995
Education
Hofstra University
BA 1979
jerone Roland's Financial Services Experience May 2010 - Present
Job Planner at Orchids Paper
Industry Logistics and Supply Chain
Experience
Orchids Paper October 2012 - Present
Financial Services May 2010 - Present
U.S. Navy Reserve March 1992 - Present
Umicore October 2007 - July 2009
Delphi Automotive Systems June 2000 - July 2007
Skills
Logistics, Procurement, Transportation, Human Resources, Six Sigma, Team Leadership, Management, Process Improvement, Process Scheduler, Supply Chain Management, Inventory Control, Supply Chain, Supervisory Skills, Customer Service, Continuous Improvement, Purchasing
Education
Oklahoma State University 2007 — 2011
Masters, Business Administration
Langston University 2000 — 2004
Bachelors, Business Administration
Orchids Paper October 2012 - Present
Financial Services May 2010 - Present
U.S. Navy Reserve March 1992 - Present
Umicore October 2007 - July 2009
Delphi Automotive Systems June 2000 - July 2007
Skills
Logistics, Procurement, Transportation, Human Resources, Six Sigma, Team Leadership, Management, Process Improvement, Process Scheduler, Supply Chain Management, Inventory Control, Supply Chain, Supervisory Skills, Customer Service, Continuous Improvement, Purchasing
Education
Oklahoma State University 2007 — 2011
Masters, Business Administration
Langston University 2000 — 2004
Bachelors, Business Administration
Berni Bowes's Financial Services Experience 1987 - 2013
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Services 1987 - 2013
Goodwill Industries of Pittsburgh 2004 - 2008
Clearfield Area Schools 1973 - 1986
Skills
Retirement, Retirement Planning, Teaching, Editing, Microsoft Excel, Strategic Financial..., Mutual Funds, Long-term Care, Asset Allocation, Disability Insurance, Handle Confidential..., Work Independently with..., Tactfulness, Teach Others, Directing Others, Love Of Learning, Teaching Classes, One-on-one Instruction, Wealth Preservation..., Wealth Accumulation..., Traditional IRA, Connector of People, Making A Difference, Helping Others Succeed, Sales Material, Sales Brochures, Portable Displays, Personal Financial..., Curriculum Development, Classroom Management, Adult Education, K-8, Workforce Education, Skills for Life, newsletters, desktop publishing, organizing, expanding a program, Coaching, Small Business, Leadership Development
Education
Point Park University 1999 — 2000
Journalism
Indiana University of Pennsylvania 1967 — 1970
Western Beaver HS
diploma, academic
Financial Services 1987 - 2013
Goodwill Industries of Pittsburgh 2004 - 2008
Clearfield Area Schools 1973 - 1986
Skills
Retirement, Retirement Planning, Teaching, Editing, Microsoft Excel, Strategic Financial..., Mutual Funds, Long-term Care, Asset Allocation, Disability Insurance, Handle Confidential..., Work Independently with..., Tactfulness, Teach Others, Directing Others, Love Of Learning, Teaching Classes, One-on-one Instruction, Wealth Preservation..., Wealth Accumulation..., Traditional IRA, Connector of People, Making A Difference, Helping Others Succeed, Sales Material, Sales Brochures, Portable Displays, Personal Financial..., Curriculum Development, Classroom Management, Adult Education, K-8, Workforce Education, Skills for Life, newsletters, desktop publishing, organizing, expanding a program, Coaching, Small Business, Leadership Development
Education
Point Park University 1999 — 2000
Journalism
Indiana University of Pennsylvania 1967 — 1970
Western Beaver HS
diploma, academic
Richard Lauer, MBA's Financial Services Experience September 1996 - September 2009
Job Credit Manager at Innovative Hearth Products formerly Lennox Hearth Products
Industry Machinery
Experience
Innovative Hearth Products 2012 - Present
Innovative Hearth Products formerly Lennox Hearth Products January 2010 - Present
Lennox Hearth Products 2010 - 2012
Ingersoll Rand September 1996 - September 2009
Financial Services September 1996 - September 2009
Trane March 1984 - September 1996
Trane January 1989 - January 1996
Trane January 1984 - January 1989
Skills
Six Sigma, Forecasting, Accounts Receivable, Cash Flow, Process Improvement, Consumer Financing, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Financial Analysis, Accounting, Team Building, Budgets, Team Leadership, Business Planning, New Business Development, PeopleSoft, Program Management, Analysis, Finance, Negotiation, Contract Negotiation, Risk Management, Business Strategy, Microsoft Excel, Financial Modeling, Cash Management, Strategic Financial..., Credit Analysis, Business Analysis, SAP, Internal Controls, Sales, Business Process..., Strategic Planning, Inventory Management, Change Management, Managerial Finance, Sales Management, Management, Manufacturing, Pricing, Credit, Marketing, Financial Services, Variance Analysis, Income Statement, Hyperion Enterprise, Cost Accounting, Operations Management
Education
Southern Illinois University, Edwardsville 1993 — 1995
MBA, Business
Indiana University-Purdue University at Fort Wayne
BS, Business
Wawasee
Innovative Hearth Products 2012 - Present
Innovative Hearth Products formerly Lennox Hearth Products January 2010 - Present
Lennox Hearth Products 2010 - 2012
Ingersoll Rand September 1996 - September 2009
Financial Services September 1996 - September 2009
Trane March 1984 - September 1996
Trane January 1989 - January 1996
Trane January 1984 - January 1989
Skills
Six Sigma, Forecasting, Accounts Receivable, Cash Flow, Process Improvement, Consumer Financing, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Financial Analysis, Accounting, Team Building, Budgets, Team Leadership, Business Planning, New Business Development, PeopleSoft, Program Management, Analysis, Finance, Negotiation, Contract Negotiation, Risk Management, Business Strategy, Microsoft Excel, Financial Modeling, Cash Management, Strategic Financial..., Credit Analysis, Business Analysis, SAP, Internal Controls, Sales, Business Process..., Strategic Planning, Inventory Management, Change Management, Managerial Finance, Sales Management, Management, Manufacturing, Pricing, Credit, Marketing, Financial Services, Variance Analysis, Income Statement, Hyperion Enterprise, Cost Accounting, Operations Management
Education
Southern Illinois University, Edwardsville 1993 — 1995
MBA, Business
Indiana University-Purdue University at Fort Wayne
BS, Business
Wawasee
Randy D. Caba, MBA's Financial Services Experience February 2010 - Present
Job VP of Corporate Relations NSHMBA
Industry Nonprofit Organization Management
Experience
National Society of Hispanic MBAs (NSHMBA) January 2015 - Present
Financial Services February 2010 - Present
Financial Services February 2008 - February 2010
American Mortgage Services, Inc May 2005 - January 2008
Residential Home Funding Corp December 2003 - May 2005
Yamasa Imports Corp/Caba MedicTech January 2000 - January 2004
Skills
Management, Banking, Finance, Financial Analysis, Risk Management, Leadership, Portfolio Management, Loans, Investments, Credit, Strategic Planning, Team Building, Process Improvement, Customer Service, Analysis, Sales, Project Management
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance
Northeastern University - Graduate School of Business Administration
University of Phoenix
Business, Business Administration
National Society of Hispanic MBAs (NSHMBA) January 2015 - Present
Financial Services February 2010 - Present
Financial Services February 2008 - February 2010
American Mortgage Services, Inc May 2005 - January 2008
Residential Home Funding Corp December 2003 - May 2005
Yamasa Imports Corp/Caba MedicTech January 2000 - January 2004
Skills
Management, Banking, Finance, Financial Analysis, Risk Management, Leadership, Portfolio Management, Loans, Investments, Credit, Strategic Planning, Team Building, Process Improvement, Customer Service, Analysis, Sales, Project Management
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance
Northeastern University - Graduate School of Business Administration
University of Phoenix
Business, Business Administration
Tanya Stroud-Lee's Financial Services Experience August 2010 - March 2014
Job Director of Student Finance at SAE Institute Atlanta GA campus
Industry Higher Education
Experience
SAE Institute - Atlanta GA campus March 2015 - Present
Atlanta Beauty and Barber Academy April 2014 - March 2015
Financial Services August 2010 - March 2014
Lincoln College of Technology August 2010 - May 2012
DeVry University December 2008 - August 2010
DeVry University December 2008 - August 2010
Lincoln College of Technology June 2006 - August 2008
Skills
Coaching, Mentoring, Teaching, Problem Solving, Financial Aid, Student Financial Aid, Leadership, Recruiting, System Administration, Training, Enrollment Management, Payroll, Leadership Development, Admissions, Campus, Staff Development, Budgets, Research, Microsoft Word, Community Outreach, Resume Writing, Program Management, Student Loans, Career Counseling, Student Affairs, Outlook, Data Entry, Strategic Planning, Organizational..., PowerPoint, Higher Education, Adult Education
Education
Capella University MBA 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
DeVry University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Technical Management
SAE Institute - Atlanta GA campus March 2015 - Present
Atlanta Beauty and Barber Academy April 2014 - March 2015
Financial Services August 2010 - March 2014
Lincoln College of Technology August 2010 - May 2012
DeVry University December 2008 - August 2010
DeVry University December 2008 - August 2010
Lincoln College of Technology June 2006 - August 2008
Skills
Coaching, Mentoring, Teaching, Problem Solving, Financial Aid, Student Financial Aid, Leadership, Recruiting, System Administration, Training, Enrollment Management, Payroll, Leadership Development, Admissions, Campus, Staff Development, Budgets, Research, Microsoft Word, Community Outreach, Resume Writing, Program Management, Student Loans, Career Counseling, Student Affairs, Outlook, Data Entry, Strategic Planning, Organizational..., PowerPoint, Higher Education, Adult Education
Education
Capella University MBA 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
DeVry University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Technical Management
Reegan Matters's Financial Services Experience May 2007 - May 2008
Job Sherpa/Lead Teacher at Trax AfterSchool Program
Industry Nonprofit Organization Management
Experience
YMCA Anthony Bowen October 2013 - July 2014
Trax After-School Program October 2010 - October 2013
Community Preservation and Development Corporation September 2009 - July 2010
Social Capital Inc September 2008 - June 2009
Financial Services May 2007 - May 2008
Skills
Microsoft Excel, Non-profits, Community Outreach, Event Planning, Public Speaking, Editing, Social Media, Volunteer Management, Program Development, PowerPoint, Microsoft Office, Newsletters, Microsoft Word, Teaching
Education
Gettysburg College 2004 — 2008
BA, Sociology
YMCA Anthony Bowen October 2013 - July 2014
Trax After-School Program October 2010 - October 2013
Community Preservation and Development Corporation September 2009 - July 2010
Social Capital Inc September 2008 - June 2009
Financial Services May 2007 - May 2008
Skills
Microsoft Excel, Non-profits, Community Outreach, Event Planning, Public Speaking, Editing, Social Media, Volunteer Management, Program Development, PowerPoint, Microsoft Office, Newsletters, Microsoft Word, Teaching
Education
Gettysburg College 2004 — 2008
BA, Sociology
David Armato's Financial Services Experience July 1996 - Present
Job Director of IT Systems
Industry Financial Services
Experience
Financial Services July 1996 - Present
Lomas Information Systems August 1986 - July 1996
Skills
Cloud Computing, Virtualization, Direct Sales, Data Center, Disaster Recovery, Business Analysis, Managed Services, Vendor Management, Professional Services, Sales Process, Networking, VMware, Telecommunications, Infrastructure, Network Engineering, Cisco IP Telephony..., Leadership, Management, Solution Selling
Education
Southerm Methodist University - Lyle School of Engineering 1995 — 1996
Master of Science (MS), Telecommunications Management
University of Louisiana at Lafayette 1981 — 1985
Bachelor of Science (BS), Electrical Engineering - Telecommunications Option
Louisiana Tech University 1980 — 1981
Electrical Engineering
Central Catholic
Financial Services July 1996 - Present
Lomas Information Systems August 1986 - July 1996
Skills
Cloud Computing, Virtualization, Direct Sales, Data Center, Disaster Recovery, Business Analysis, Managed Services, Vendor Management, Professional Services, Sales Process, Networking, VMware, Telecommunications, Infrastructure, Network Engineering, Cisco IP Telephony..., Leadership, Management, Solution Selling
Education
Southerm Methodist University - Lyle School of Engineering 1995 — 1996
Master of Science (MS), Telecommunications Management
University of Louisiana at Lafayette 1981 — 1985
Bachelor of Science (BS), Electrical Engineering - Telecommunications Option
Louisiana Tech University 1980 — 1981
Electrical Engineering
Central Catholic
ginette mozo's Financial Services Experience April 2009 - Present
Job Owner
Industry Financial Services
Experience
Financial Services April 2009 - Present
Education
George Brown College 2002 — 2006
Diploma, Jewellery
Financial Services April 2009 - Present
Education
George Brown College 2002 — 2006
Diploma, Jewellery
Lucy Lozano's Financial Services Experience January 2012 - Present
Job Customer Service Associate 2 Financial Services
Industry Information Services
Experience
Financial Services January 2012 - Present
The Grand Rapids Press December 2010 - January 2012
Booking.com June 2011 - August 2011
Comcast February 1991 - June 2010
Skills
Customer Service, Problem Solving, Billing, Troubleshooting, Data Entry, Leadership, Invoicing, Customer Satisfaction, Management, Time Management, Technical Support, Training, Access, Call Centers, Databases, Networking, Outlook, Software Documentation, Microsoft Office, System Administration
Education
Grand Rapids Community College 1982 — 1983
N/A, Associates Degree in Business
Financial Services January 2012 - Present
The Grand Rapids Press December 2010 - January 2012
Booking.com June 2011 - August 2011
Comcast February 1991 - June 2010
Skills
Customer Service, Problem Solving, Billing, Troubleshooting, Data Entry, Leadership, Invoicing, Customer Satisfaction, Management, Time Management, Technical Support, Training, Access, Call Centers, Databases, Networking, Outlook, Software Documentation, Microsoft Office, System Administration
Education
Grand Rapids Community College 1982 — 1983
N/A, Associates Degree in Business
Mick McLAUGHLIN's Financial Services Experience September 1981 - February 2009
Job Substitute Teacher at Selfemployed
Industry
Experience
Self-employed September 2009 - Present
Financial Services September 1981 - February 2009
Genesee Intermediate School District September 1979 - July 1981
Grand Blanc Community Schools January 1969 - July 1979
Education
Eastern Michigan University 1973 — 1974
Specialist, Leadership/Educational Leadership
Eastern Michigan University 1971 — 1973
Master's Degree of Sp Ed, EI, LD
University of Michigan 1966 — 1969
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Self-employed September 2009 - Present
Financial Services September 1981 - February 2009
Genesee Intermediate School District September 1979 - July 1981
Grand Blanc Community Schools January 1969 - July 1979
Education
Eastern Michigan University 1973 — 1974
Specialist, Leadership/Educational Leadership
Eastern Michigan University 1971 — 1973
Master's Degree of Sp Ed, EI, LD
University of Michigan 1966 — 1969
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Seto L. Chice's Financial Services Experience February 2013 - Present
Job Financial Services Representative at Financial Services
Industry Insurance
Experience
Financial Services February 2013 - Present
Self Employed September 2012 - Present
Self Employed September 2012 - Present
Skills
Business Analysis, SDLC, IT Strategy, Business Process, CPCU, ARe, Reinsurance, Insurance, Property & Casualty..., Casualty, Risk Management, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, ETL, SAP, Financial Services, Real Estate
Education
Long Island University, Brooklyn Campus
MBA
Financial Services February 2013 - Present
Self Employed September 2012 - Present
Self Employed September 2012 - Present
Skills
Business Analysis, SDLC, IT Strategy, Business Process, CPCU, ARe, Reinsurance, Insurance, Property & Casualty..., Casualty, Risk Management, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, ETL, SAP, Financial Services, Real Estate
Education
Long Island University, Brooklyn Campus
MBA
Carmen Sisnett's Financial Services Experience July 2013 - Present
Job Clearance Associate
Industry Financial Services
Experience
Financial Services July 2013 - Present
j p morgan 1994 - 2013
Skills
Banking, Relationship Management, Credit, Credit Risk, Credit Analysis, Commercial Banking, Financial Risk, Fixed Income, Portfolio Management, Team Building, Microsoft Excel
Education
LIU Brooklyn
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Financial Services July 2013 - Present
j p morgan 1994 - 2013
Skills
Banking, Relationship Management, Credit, Credit Risk, Credit Analysis, Commercial Banking, Financial Risk, Fixed Income, Portfolio Management, Team Building, Microsoft Excel
Education
LIU Brooklyn
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Richard McKinney's Financial Services Experience January 2011 - Present
Job Registered Representative at Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division November 2011 - Present
Financial Services January 2011 - Present
US Army November 1979 - January 2004
Skills
Investments, Retirement Planning, Insurance, Team Building, Financial Services, Team Leadership, Budgets, Microsoft Excel, Strategic Financial..., Mutual Funds, Strategic Planning, Banking, Retirement, Long-term Care, Customer Service, Sales, Program Management, Business Development, Leadership, Loans, Coaching, Public Speaking, Business Strategy, Process Improvement, Microsoft Office, Vendor Management, 401k, Enterprise Architecture, Mergers & Acquisitions, Entrepreneurship, Fixed Annuities, Change Management, Organizational..., Financial Analysis, Credit, Marketing, Leadership Development, Mortgage Lending, Asset Managment, Securities, Project Management, Small Business
Education
Florida Institute of Technology
Master of Science, Material Acquisition Management
Rutgers State University
Bachelor of Science, Psychology
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division November 2011 - Present
Financial Services January 2011 - Present
US Army November 1979 - January 2004
Skills
Investments, Retirement Planning, Insurance, Team Building, Financial Services, Team Leadership, Budgets, Microsoft Excel, Strategic Financial..., Mutual Funds, Strategic Planning, Banking, Retirement, Long-term Care, Customer Service, Sales, Program Management, Business Development, Leadership, Loans, Coaching, Public Speaking, Business Strategy, Process Improvement, Microsoft Office, Vendor Management, 401k, Enterprise Architecture, Mergers & Acquisitions, Entrepreneurship, Fixed Annuities, Change Management, Organizational..., Financial Analysis, Credit, Marketing, Leadership Development, Mortgage Lending, Asset Managment, Securities, Project Management, Small Business
Education
Florida Institute of Technology
Master of Science, Material Acquisition Management
Rutgers State University
Bachelor of Science, Psychology
Cathy Fritz's Financial Services Experience March 2015 - Present
Job Administrative AssistantFinancial Services
Industry Legal Services
Experience
Financial Services March 2015 - Present
K.W. Construction & Restoration June 2013 - Present
Michael Kahn,P.A. August 2012 - November 2012
Northwest Colorado Legal Aid Project June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Organized Multi-tasker, WordPerfect, Customer Service, Insurance, Spreadsheets, Research Information, Draft Documents, Excellent Communication..., Sage Contractor, Operational Excellence, Employee Training, Write Procedure, Trademark Registration...
Education
Eastern Florida State College 2009 — 2012
Parlegal Studies
Financial Services March 2015 - Present
K.W. Construction & Restoration June 2013 - Present
Michael Kahn,P.A. August 2012 - November 2012
Northwest Colorado Legal Aid Project June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Organized Multi-tasker, WordPerfect, Customer Service, Insurance, Spreadsheets, Research Information, Draft Documents, Excellent Communication..., Sage Contractor, Operational Excellence, Employee Training, Write Procedure, Trademark Registration...
Education
Eastern Florida State College 2009 — 2012
Parlegal Studies
Carolyn Bare's Financial Services Experience October 2012 - Present
Job Wealth Strategist
Industry Financial Services
Experience
Financial Services October 2012 - Present
University of Phoenix August 2009 - Present
Bellagio Gallery of Fine Art May 2005 - October 2008
Education
Indiana University Bloomington 1995 — 1999
Master of Business Administration (MBA), Liberal Arts and Sciences/Liberal Studies
Financial Services October 2012 - Present
University of Phoenix August 2009 - Present
Bellagio Gallery of Fine Art May 2005 - October 2008
Education
Indiana University Bloomington 1995 — 1999
Master of Business Administration (MBA), Liberal Arts and Sciences/Liberal Studies
Jacob Kupferman's Financial Services Experience 2013 - Present
Job
Industry
Experience
Financial Services 2013 - Present
Skills
Financial Analysis, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Strategy, Strategic Planning
Education
Dartmouth College
BA, Economics & Philosophy
Financial Services 2013 - Present
Skills
Financial Analysis, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Strategy, Strategic Planning
Education
Dartmouth College
BA, Economics & Philosophy
Andres Gonzalez-Osorio's Financial Services Experience Home Furnishing ConsultantRaymour & Flanigan FurnitureSeptember 2008 - May 2013
Job Open to opportunities
Industry Financial Services
Experience
Financial Services Home Furnishing ConsultantRaymour & Flanigan FurnitureSeptember 2008 - May 2013
Ashley Furniture HomeStore May 2006 - September 2008
Skills
Customer Service, Public Speaking, Leadership, Team Leadership, Microsoft Office, Teaching, Spanish, Diverse Groups Of People, People Skills, Interpersonal Skills
Education
Fairleigh Dickinson University 2008 — 2014
Bachelor of Applied Science (B.A.Sc.), with emphasis in Business
Universidad Santiago de Cali 1995 — 2000
Bachelor's degree, International Finance, PROFESIONAL EN FINANZAS Y NEGOCIOS INTERNACIONALES
Financial Services Home Furnishing ConsultantRaymour & Flanigan FurnitureSeptember 2008 - May 2013
Ashley Furniture HomeStore May 2006 - September 2008
Skills
Customer Service, Public Speaking, Leadership, Team Leadership, Microsoft Office, Teaching, Spanish, Diverse Groups Of People, People Skills, Interpersonal Skills
Education
Fairleigh Dickinson University 2008 — 2014
Bachelor of Applied Science (B.A.Sc.), with emphasis in Business
Universidad Santiago de Cali 1995 — 2000
Bachelor's degree, International Finance, PROFESIONAL EN FINANZAS Y NEGOCIOS INTERNACIONALES
Paul Taaffe's Financial Services Experience November 2008 - Present
Job Customer Service at Financial Services
Industry Financial Services
Experience
Financial Services November 2008 - Present
Skills
Investments, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, Financial Analysis, Strategic Financial..., Retirement Planning, Series 7, Equities
Education
Merrimack College 2012 — 2013
Certificate in Financial Planning
Franklin Pierce University 1989 — 1990
Accounting Certificate
Fitchburg State University
Bachelor's degree
Financial Services November 2008 - Present
Skills
Investments, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, Financial Analysis, Strategic Financial..., Retirement Planning, Series 7, Equities
Education
Merrimack College 2012 — 2013
Certificate in Financial Planning
Franklin Pierce University 1989 — 1990
Accounting Certificate
Fitchburg State University
Bachelor's degree
Jennifer Clendenin lee's Financial Services Experience May 2014 - Present
Job Executive Assistant at TD
Industry Financial Services
Experience
Financial Services May 2014 - Present
TD May 2007 - Present
E&Y February 2004 - April 2007
OppenheimerFunds August 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Lotus Notes, Visio, PowerPoint, Organization, Calendaring, Meeting Planning, Travel Management
Education
Hofstra University
Business Administration and Management, General
Johnson and Wales University
Culinary/Pastry Arts
Financial Services May 2014 - Present
TD May 2007 - Present
E&Y February 2004 - April 2007
OppenheimerFunds August 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Outlook, Lotus Notes, Visio, PowerPoint, Organization, Calendaring, Meeting Planning, Travel Management
Education
Hofstra University
Business Administration and Management, General
Johnson and Wales University
Culinary/Pastry Arts
Bobbie Fuller's Financial Services Experience February 2013 - August 2014
Job Life/Health Specialist at State Farm
Industry Insurance
Experience
State Farm August 2014 - Present
Financial Services February 2013 - August 2014
Enrollment First, Inc. November 2013 - February 2014
Skills
Life and Health..., Communication, Life Insurance, Health Insurance, Insurance, Property & Casualty..., General Insurance, Underwriting, Employee Benefits, Healthcare, Small Business, Critical Thinking, Telephone Skills, Disability Insurance, Long-term Care, Term Life Insurance, Medicare, Claim
Education
Illinois Central College 2006 — 2008
Assoications, Health Professions and Related Clinical Sciences, Other
State Farm August 2014 - Present
Financial Services February 2013 - August 2014
Enrollment First, Inc. November 2013 - February 2014
Skills
Life and Health..., Communication, Life Insurance, Health Insurance, Insurance, Property & Casualty..., General Insurance, Underwriting, Employee Benefits, Healthcare, Small Business, Critical Thinking, Telephone Skills, Disability Insurance, Long-term Care, Term Life Insurance, Medicare, Claim
Education
Illinois Central College 2006 — 2008
Assoications, Health Professions and Related Clinical Sciences, Other