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
Fred Kohn Fred Kohn's Financial Services Experience April 2010 - Present
Job Financial Services Rep
Industry Financial Services
Experience
Financial Services April 2010 - Present
CHEP 2008 - 2009
CHEP 2007 - 2008
CHEP 2005 - 2007
CHEP 2003 - 2005
CHEP September 2001 - January 2003
FedEx Services 1999 - 2001
US Army 1995 - 1999
Skills
SAP BW, Analysis, Supply Chain, Customer Service, Leadership, SAP, Logistics
Education
Seminole Community College
Financial Services April 2010 - Present
CHEP 2008 - 2009
CHEP 2007 - 2008
CHEP 2005 - 2007
CHEP 2003 - 2005
CHEP September 2001 - January 2003
FedEx Services 1999 - 2001
US Army 1995 - 1999
Skills
SAP BW, Analysis, Supply Chain, Customer Service, Leadership, SAP, Logistics
Education
Seminole Community College
Jim Manzi Jim Manzi's Financial Services Experience February 1987 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services February 1987 - Present
Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Advisory, Series 7, Series 63, Life Insurance, Pensions, Series 65, Financial Services, Long-term Care, FINRA
Education
St. Mary's College of California
MBA, Business
St. Thomas Aquinas HS
Xavier University
BSBA, Economics
Financial Services February 1987 - Present
Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Advisory, Series 7, Series 63, Life Insurance, Pensions, Series 65, Financial Services, Long-term Care, FINRA
Education
St. Mary's College of California
MBA, Business
St. Thomas Aquinas HS
Xavier University
BSBA, Economics
Richard Abraham Richard Abraham's Financial Services Experience April 2005 - October 2011
Job Banking/Transportion
Industry Banking
Experience
C&C Finance LLC July 2011 - Present
Financial Services April 2005 - October 2011
Skills
Commercial Finance, Credit, Funding, Financial Analysis, Credit Analysis, Credit Risk, Finance, Loans, Portfolio Management, Strategic Financial..., Financial Risk, Financial Services, Commercial Lending, Loan Origination, Treasury Management, Underwriting, Consumer Lending, Refinance, Loan Servicing, Financial Planning
Education
Miami Dade College
Buisness/Finance
C&C Finance LLC July 2011 - Present
Financial Services April 2005 - October 2011
Skills
Commercial Finance, Credit, Funding, Financial Analysis, Credit Analysis, Credit Risk, Finance, Loans, Portfolio Management, Strategic Financial..., Financial Risk, Financial Services, Commercial Lending, Loan Origination, Treasury Management, Underwriting, Consumer Lending, Refinance, Loan Servicing, Financial Planning
Education
Miami Dade College
Buisness/Finance
Donald Sheeler Donald Sheeler's Financial Services Experience July 2013 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Financial Services July 2013 - Present
New York Life/ NYLife Securities LLC. 2010 - June 2013
LPL Financial Services 2007 - 2009
Provident Investment Company 1995 - 2006
Allfirst Financial (now M&T Bank) 1975 - 1995
Skills
Asset Management, Retirement Planning, Financial Advisory, Investment Strategies, Portfolio Management, Banking, Annuities, Insurance, Securities, Investments, Risk Management, Compliance, Wealth Management, Strategic Planning, Sales Management, Team Building, Coaching, New Business Development, Equities, Process Improvement, Business Strategy, Product Development, Team Leadership, Investment Advisory, Business Planning, Executive Management, Brokerage, Change Management, Consultative Selling, Series 24, Series 63, Series 7, Fixed Income, Strategic Financial..., Fixed Annuities, Leadership, Start-ups, Investment Management, Life Insurance, Mutual Funds, Retirement, Business Development, Capital Markets, FINRA, IRAs, 401k, Asset Allocation, Series 6, Wealth Management...
Education
Randolph-Macon College 1970 — 1974
BA., Economics
Financial Services July 2013 - Present
New York Life/ NYLife Securities LLC. 2010 - June 2013
LPL Financial Services 2007 - 2009
Provident Investment Company 1995 - 2006
Allfirst Financial (now M&T Bank) 1975 - 1995
Skills
Asset Management, Retirement Planning, Financial Advisory, Investment Strategies, Portfolio Management, Banking, Annuities, Insurance, Securities, Investments, Risk Management, Compliance, Wealth Management, Strategic Planning, Sales Management, Team Building, Coaching, New Business Development, Equities, Process Improvement, Business Strategy, Product Development, Team Leadership, Investment Advisory, Business Planning, Executive Management, Brokerage, Change Management, Consultative Selling, Series 24, Series 63, Series 7, Fixed Income, Strategic Financial..., Fixed Annuities, Leadership, Start-ups, Investment Management, Life Insurance, Mutual Funds, Retirement, Business Development, Capital Markets, FINRA, IRAs, 401k, Asset Allocation, Series 6, Wealth Management...
Education
Randolph-Macon College 1970 — 1974
BA., Economics
Danny Dang Nguyen Danny Dang Nguyen's Financial Services Experience 2014 - Present
Job Financial Strategist at Financial Services
Industry Financial Services
Experience
Rebuilding Together Silicon Valley July 2014 - Present
Financial Services 2014 - Present
Med Tech Services January 2013 - Present
California's Great America May 2013 - October 2013
California's Great America March 2012 - October 2012
California's Great America March 2011 - October 2011
Skills
First Responder, AED, Emergency Management, First Aid, EMT, Fire Safety, Cpr Certified, Physical Security, Emergency Services, Risk Assessment, Public Safety, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking
Education
Mission College 2011 — 2013
Associate of Science (AS), Fire Science/Fire-fighting
Self Study
Rebuilding Together Silicon Valley July 2014 - Present
Financial Services 2014 - Present
Med Tech Services January 2013 - Present
California's Great America May 2013 - October 2013
California's Great America March 2012 - October 2012
California's Great America March 2011 - October 2011
Skills
First Responder, AED, Emergency Management, First Aid, EMT, Fire Safety, Cpr Certified, Physical Security, Emergency Services, Risk Assessment, Public Safety, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking
Education
Mission College 2011 — 2013
Associate of Science (AS), Fire Science/Fire-fighting
Self Study
Asheley Kosinski Asheley Kosinski's Financial Services Experience November 2008 - March 2015
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Financial Services November 2008 - March 2015
Graphic Design September 2004 - November 2008
Skills
Marketing Management, Project Management, Communications..., Problem Solving, Manage Client..., Networking, Organizational Skills, Financial Recruiting, Screening Resumes, Life Insurance, Long Term Care Insurance, Disability Income...
Education
Rochester Institute of Technology 1999 — 2003
BFA, Graphic Design
Edward Jones July 2015 - Present
Financial Services November 2008 - March 2015
Graphic Design September 2004 - November 2008
Skills
Marketing Management, Project Management, Communications..., Problem Solving, Manage Client..., Networking, Organizational Skills, Financial Recruiting, Screening Resumes, Life Insurance, Long Term Care Insurance, Disability Income...
Education
Rochester Institute of Technology 1999 — 2003
BFA, Graphic Design
Claudia L Shulman Claudia L Shulman's Financial Services Experience March 2010 - Present
Job Ambassador Revitalized Education Program
Industry Professional Training & Coaching
Experience
Toastmasters International District 37 November 2013 - Present
Swain County Schools October 2013 - Present
Financial Services March 2010 - Present
Education
TLI 2013 — 2014
Teacher, Club Success Business
NYIT 2004 — 2006
Master of Arts (M.A.), Communications and Public Relations Media
Pace University/White Plains 1989 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Toastmasters International District 37 November 2013 - Present
Swain County Schools October 2013 - Present
Financial Services March 2010 - Present
Education
TLI 2013 — 2014
Teacher, Club Success Business
NYIT 2004 — 2006
Master of Arts (M.A.), Communications and Public Relations Media
Pace University/White Plains 1989 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kenneth Bechtel Kenneth Bechtel's Financial Services Experience March 2014 - August 2014
Job Experienced Operations Manager who is performancedriven and quality focused will work tirelessly to achieve your goals.
Industry Logistics and Supply Chain
Experience
Logistics, Distribution, Transportation, Tourism September 2014 - Present
Financial Services March 2014 - August 2014
Wal Mart Logistics March 2002 - 2013
Holland America Line 1994 - 2001
Skills
Management, Leadership, Financial Analysis, Operations Management, Social Networking, Strategic Planning, Supply Chain..., PowerPoint, Microsoft Office, Budgets, Forecasting, Training, Team Building, Customer Service, Project Management, Manage Inventory, Logistics Management, Supply Chain Management, Supply Chain Operations, Financial Services, Team Leadership, Analysis
Education
MBA University of Nevada Reno, Finance Emphasis 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.90
Pacific Lutheran University
Bachelor of Business Administration (BBA), Finance, General
Pacific Lutheran University
Bachelor's degree, Biology, General
Logistics, Distribution, Transportation, Tourism September 2014 - Present
Financial Services March 2014 - August 2014
Wal Mart Logistics March 2002 - 2013
Holland America Line 1994 - 2001
Skills
Management, Leadership, Financial Analysis, Operations Management, Social Networking, Strategic Planning, Supply Chain..., PowerPoint, Microsoft Office, Budgets, Forecasting, Training, Team Building, Customer Service, Project Management, Manage Inventory, Logistics Management, Supply Chain Management, Supply Chain Operations, Financial Services, Team Leadership, Analysis
Education
MBA University of Nevada Reno, Finance Emphasis 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.90
Pacific Lutheran University
Bachelor of Business Administration (BBA), Finance, General
Pacific Lutheran University
Bachelor's degree, Biology, General
Stewart Brenner Stewart Brenner's Financial Services Experience September 1989 - May 2015
Job Retired Financial Services Executive
Industry Financial Services
Experience
financial services September 1989 - May 2015
Corporate lawyer 1985 - 1989
Education
New York University School of Law 1982 — 1985
Doctor of Law (JD), Law
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Science (BS), Economics
financial services September 1989 - May 2015
Corporate lawyer 1985 - 1989
Education
New York University School of Law 1982 — 1985
Doctor of Law (JD), Law
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Science (BS), Economics
Brittany Ogles's Financial Services Experience May 2010 - August 2010
Job HR Assistant at Chevron Phillips Chemical Company
Industry Hospital & Health Care
Experience
Chevron Phillips Chemical Company June 2014 - Present
Fellowship of The Woodlands August 2013 - June 2014
McKesson February 2013 - August 2013
McKesson January 2012 - January 2013
Wells Fargo June 2011 - December 2011
Best Buy December 2007 - December 2011
Regional Medical Center January 2008 - February 2011
Financial Services May 2010 - August 2010
Skills
Leadership, Training, Management, Software Documentation, Customer Service, Analysis, Research, Sales, Customer Satisfaction, Fundraising, Networking, Advertising, Policy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, CTMS, FDA, Public Speaking, Retail
Education
Sam Houston State University 2007 — 2011
Bachelor's Degree, Business Administration
The Woodlands High School 2003 — 2007
Chevron Phillips Chemical Company June 2014 - Present
Fellowship of The Woodlands August 2013 - June 2014
McKesson February 2013 - August 2013
McKesson January 2012 - January 2013
Wells Fargo June 2011 - December 2011
Best Buy December 2007 - December 2011
Regional Medical Center January 2008 - February 2011
Financial Services May 2010 - August 2010
Skills
Leadership, Training, Management, Software Documentation, Customer Service, Analysis, Research, Sales, Customer Satisfaction, Fundraising, Networking, Advertising, Policy, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, CTMS, FDA, Public Speaking, Retail
Education
Sam Houston State University 2007 — 2011
Bachelor's Degree, Business Administration
The Woodlands High School 2003 — 2007
Andie Liu's Financial Services Experience 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
Financial Services 2010 - Present
Skills
Education Funding, Retirement Planning, Mortgage Protection, 401k Rollovers, IRAs, Estate Planning, Investments, Fixed Annuities, Wealth Management, Strategic Financial..., Employee Benefits, Financial Services, Portfolio Management, Financial Planning, Risk Management
Education
San Jose State University
Bachelor of Science (BS), Computer Science
Financial Services 2010 - Present
Skills
Education Funding, Retirement Planning, Mortgage Protection, 401k Rollovers, IRAs, Estate Planning, Investments, Fixed Annuities, Wealth Management, Strategic Financial..., Employee Benefits, Financial Services, Portfolio Management, Financial Planning, Risk Management
Education
San Jose State University
Bachelor of Science (BS), Computer Science
Hector Valdivia Hector Valdivia's Financial Services Experience June 2008 - June 2013
Job Commercial Loan Analyst at Strategic Property Associates
Industry Banking
Experience
Strategic Property Associates March 2014 - Present
Banc of California July 2013 - March 2014
Financial Services June 2008 - June 2013
William Lyon Financial September 2005 - January 2008
William Lyon Financial March 2004 - August 2005
Downey Savings and Loan October 2001 - March 2004
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Loans, Loss Mitigation, Commercial Real Estate, Loan Modifications, Finance, Funding, Loan Origination, Refinance, Closings, Bilingual
Education
National University
Bachelor's degree
Universidad de Lima
Bachelor of Business Administration (B.B.A.)
Strategic Property Associates March 2014 - Present
Banc of California July 2013 - March 2014
Financial Services June 2008 - June 2013
William Lyon Financial September 2005 - January 2008
William Lyon Financial March 2004 - August 2005
Downey Savings and Loan October 2001 - March 2004
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Loans, Loss Mitigation, Commercial Real Estate, Loan Modifications, Finance, Funding, Loan Origination, Refinance, Closings, Bilingual
Education
National University
Bachelor's degree
Universidad de Lima
Bachelor of Business Administration (B.B.A.)
Joseph Govoni Joseph Govoni's Financial Services Experience December 2013 - September 2014
Job Mechanical or Industrial Engineering Professional
Industry Mechanical or Industrial Engineering
Experience
Financial Services December 2013 - September 2014
Vacuum Plus Manufacturing inc. March 2010 - November 2012
Veeco Instruments September 1996 - March 2010
Skills
Microsoft Excel, Manufacturing, Lean Manufacturing, Microsoft Office, Project Management, Purchasing, Building Relationships, Engineering, Logistics, Management, Product Development, SAP, Supply Chain, Continuous Improvement, Cross-functional Team..., ERP, Electronics, Engineering Management, Leadership, Semiconductors, Six Sigma
Education
Northeastern University
Business Administration and Management, General
Financial Services December 2013 - September 2014
Vacuum Plus Manufacturing inc. March 2010 - November 2012
Veeco Instruments September 1996 - March 2010
Skills
Microsoft Excel, Manufacturing, Lean Manufacturing, Microsoft Office, Project Management, Purchasing, Building Relationships, Engineering, Logistics, Management, Product Development, SAP, Supply Chain, Continuous Improvement, Cross-functional Team..., ERP, Electronics, Engineering Management, Leadership, Semiconductors, Six Sigma
Education
Northeastern University
Business Administration and Management, General
Natalie Fagnan Natalie Fagnan's Financial Services Experience January 2014 - Present
Job Independent Broker and Financial Educator
Industry Financial Services
Experience
Financial Services January 2014 - Present
Skills
Insurance, Wealth Management, Personal Finance, Retirement Savings, Financial Education, Leadership Development, Debt Management, Retirement
Education
Oberlin College 2002 — 2006
Financial Services January 2014 - Present
Skills
Insurance, Wealth Management, Personal Finance, Retirement Savings, Financial Education, Leadership Development, Debt Management, Retirement
Education
Oberlin College 2002 — 2006
Eileen Xiao Eileen Xiao's Financial Services Experience July 2015 - Present
Job Associate at Financial Services
Industry Financial Services
Experience
Financial Services July 2015 - Present
Geneva Worldwide February 2013 - July 2015
Skills
Investment Strategies, Free Cash Flow, Corporate Finance, Financial Analysis, Financial Reporting, Budget Forecasts, Capital Budgeting, Cash Flow Analysis, Cost Benefit, P&L Analysis, Microsoft Excel, Bloomberg, Management, Investments, Financial Markets
Education
Queens College 2010 — 2015
Accounting and Finance
Financial Services July 2015 - Present
Geneva Worldwide February 2013 - July 2015
Skills
Investment Strategies, Free Cash Flow, Corporate Finance, Financial Analysis, Financial Reporting, Budget Forecasts, Capital Budgeting, Cash Flow Analysis, Cost Benefit, P&L Analysis, Microsoft Excel, Bloomberg, Management, Investments, Financial Markets
Education
Queens College 2010 — 2015
Accounting and Finance
Mario Napoli, CPA Mario Napoli, CPA's Financial Services Experience 2005 - 2006
Job Controller at Isaac Wiles Burkholder & Teetor, LLC
Industry Hospital & Health Care
Experience
Isaac Wiles Burkholder & Teetor, LLC May 2014 - Present
Cardinal Health April 2006 - December 2013
Financial Services 2005 - 2006
Mettler-Toledo International, Inc 2003 - 2005
Nationwide Financial 1998 - 2003
American Electric Power 1989 - 1997
Reliant Energy 1981 - 1989
Skills
CPA, Accounting Management, Financial Controlling, Accounting, Corporate FP&A, Strategic Financial..., Financial Reporting, Integration, SOX Compliancy, Project Accounting, Consulting, IT Management, IT Operations, IT Financial Management, IT Portfolio, Sarbanes-Oxley Act
Education
Ohio University
Bachelor of Business Administration (BBA), Accounting
Isaac Wiles Burkholder & Teetor, LLC May 2014 - Present
Cardinal Health April 2006 - December 2013
Financial Services 2005 - 2006
Mettler-Toledo International, Inc 2003 - 2005
Nationwide Financial 1998 - 2003
American Electric Power 1989 - 1997
Reliant Energy 1981 - 1989
Skills
CPA, Accounting Management, Financial Controlling, Accounting, Corporate FP&A, Strategic Financial..., Financial Reporting, Integration, SOX Compliancy, Project Accounting, Consulting, IT Management, IT Operations, IT Financial Management, IT Portfolio, Sarbanes-Oxley Act
Education
Ohio University
Bachelor of Business Administration (BBA), Accounting
Jack Ming Jack Ming's Financial Services Experience April 2012 - Present
Job State Farm Insurance Agent
Industry Financial Services
Experience
State Farm Insurance Agency January 2013 - Present
Financial Services April 2012 - Present
Darden, Olive Garden July 2006 - September 2011
Darden Restaurants November 2008 - August 2011
Skills
Restaurants, Customer Service, Food, Fine Dining, Food & Beverage, Hospitality, Wine, Food Service, Fixed Annuities, Strategic Financial..., PowerPoint, Event Planning, Time Management, Sales, Social Networking, Finance, Insurance, Microsoft Excel, Microsoft Office, Management, Public Speaking, Leadership, Microsoft Word, Social Media
Education
University of California, Irvine 2009 — 2011
B.A., International Studies
University of California 2008 — 2011
Bachelor of Arts, International Studies
Mt. San Antonio College 2006 — 2009
State Farm Insurance Agency January 2013 - Present
Financial Services April 2012 - Present
Darden, Olive Garden July 2006 - September 2011
Darden Restaurants November 2008 - August 2011
Skills
Restaurants, Customer Service, Food, Fine Dining, Food & Beverage, Hospitality, Wine, Food Service, Fixed Annuities, Strategic Financial..., PowerPoint, Event Planning, Time Management, Sales, Social Networking, Finance, Insurance, Microsoft Excel, Microsoft Office, Management, Public Speaking, Leadership, Microsoft Word, Social Media
Education
University of California, Irvine 2009 — 2011
B.A., International Studies
University of California 2008 — 2011
Bachelor of Arts, International Studies
Mt. San Antonio College 2006 — 2009
Peggy Lee Peggy Lee's Financial Services Experience December 2008 - June 2013
Job Keynote Speaker | Author | Change Management Consultant | Leadership in the Entitlement Era
Industry Management Consulting
Experience
Peggy Harper Lee January 2011 - Present
Financial Services December 2008 - June 2013
Hansen & Associates Financial Group May 2006 - December 2008
Aetna US Healthcare 1991 - 1998
Skills
Published Author, Dynamic Speaker, Parenting Workshops, Parent Coaching, Public Speaking, Leadership, Coaching, Small Business, Personal Development, Entrepreneurship, Customer Service, Leadership Development, Executive Coaching, Training, Business Coaching, Management Consulting, Time Management, Organizational..., Motivational Speaking, Workshop Facilitation, Team Building, Strategy, Social Networking, Consulting, Emotional Intelligence, Management, Life Coaching, Marketing, Parent Education
Education
Saint Mary's College of California 1996 — 1997
BA Business Management, Business Management
Carson City High School
Peggy Harper Lee January 2011 - Present
Financial Services December 2008 - June 2013
Hansen & Associates Financial Group May 2006 - December 2008
Aetna US Healthcare 1991 - 1998
Skills
Published Author, Dynamic Speaker, Parenting Workshops, Parent Coaching, Public Speaking, Leadership, Coaching, Small Business, Personal Development, Entrepreneurship, Customer Service, Leadership Development, Executive Coaching, Training, Business Coaching, Management Consulting, Time Management, Organizational..., Motivational Speaking, Workshop Facilitation, Team Building, Strategy, Social Networking, Consulting, Emotional Intelligence, Management, Life Coaching, Marketing, Parent Education
Education
Saint Mary's College of California 1996 — 1997
BA Business Management, Business Management
Carson City High School
Amber Clay Amber Clay's Financial Services Experience December 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services December 2014 - Present
Adams and Reese LLP April 2014 - December 2014
Robein, Urann, Spencer, Picard & Cangemi APLC June 2011 - May 2014
Tower Loan August 2010 - June 2011
Skills
Accounting, Customer Satisfaction, Invoicing, Customer Service, Data Entry, Bookkeeping, Retail, Sales, Bank Reconciliation, Cash Receipts, Finance, Strategic Planning, Retail Sales, Spreadsheets, Account Reconciliation, General Ledger, Teamwork, Cash Management, Telephone Skills, Inventory, Filing, Journal Entries, Client Billing, Invoice Processing, Balance Sheet, A/R collections, Expenses, Payments, Monthly Closing, Billing Systems, Elite, Year-end Close, File Management, Monthly Close, Budget Reconciliation, Six Sigma, Six sigma white belt, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Accounts Payable, Accounts Receivable, Outlook, Financial Analysis
Education
Mississippi State University - College of Business and Industry 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mississippi State University
Bachelor Degree, Business Administration
Meridian Community College
Associate of Arts
Cabrini High School 2002 — 2006
Neshoba Central High School
Financial Services December 2014 - Present
Adams and Reese LLP April 2014 - December 2014
Robein, Urann, Spencer, Picard & Cangemi APLC June 2011 - May 2014
Tower Loan August 2010 - June 2011
Skills
Accounting, Customer Satisfaction, Invoicing, Customer Service, Data Entry, Bookkeeping, Retail, Sales, Bank Reconciliation, Cash Receipts, Finance, Strategic Planning, Retail Sales, Spreadsheets, Account Reconciliation, General Ledger, Teamwork, Cash Management, Telephone Skills, Inventory, Filing, Journal Entries, Client Billing, Invoice Processing, Balance Sheet, A/R collections, Expenses, Payments, Monthly Closing, Billing Systems, Elite, Year-end Close, File Management, Monthly Close, Budget Reconciliation, Six Sigma, Six sigma white belt, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Accounts Payable, Accounts Receivable, Outlook, Financial Analysis
Education
Mississippi State University - College of Business and Industry 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mississippi State University
Bachelor Degree, Business Administration
Meridian Community College
Associate of Arts
Cabrini High School 2002 — 2006
Neshoba Central High School
Deidre Leaver, CPA Deidre Leaver, CPA's Financial Services Experience December 2013 - March 2014
Job Accounting ManagerContinental Tire of the Americas
Industry Financial Services
Experience
Continental April 2014 - Present
Financial Services December 2013 - March 2014
CIT 2000 - 2013
Champion Mortgage Co., Inc. 1996 - 2000
Champion Mortgage Co., Inc. 1995 - 1996
Ross Rosenthal & Company, LLP 1990 - 1995
KPMG US 1989 - 1990
Skills
Financial Analysis, Financial Reporting, GAAP, Internal Controls, Forecasting, Process Improvement, Sarbanes-Oxley, Variance Analysis, Employee Training, Financial Statements, Audit Management, Accounting
Education
Montclair State University
BS Accounting (Cum Laude)
Continental April 2014 - Present
Financial Services December 2013 - March 2014
CIT 2000 - 2013
Champion Mortgage Co., Inc. 1996 - 2000
Champion Mortgage Co., Inc. 1995 - 1996
Ross Rosenthal & Company, LLP 1990 - 1995
KPMG US 1989 - 1990
Skills
Financial Analysis, Financial Reporting, GAAP, Internal Controls, Forecasting, Process Improvement, Sarbanes-Oxley, Variance Analysis, Employee Training, Financial Statements, Audit Management, Accounting
Education
Montclair State University
BS Accounting (Cum Laude)
Tina (Vaughan) Logan's Financial Services Experience March 2008 - June 2011
Job Legal Office Manager at Cinnamon Mueller
Industry Legal Services
Experience
Cinnamon Mueller July 2013 - Present
General Growth Properties September 2011 - July 2013
Financial Services March 2008 - June 2011
Wells Fargo Financial April 2007 - March 2008
Hilton Hotels Union Square August 2006 - March 2007
Skills
Accounts Payable, Finance, Accounting, Customer Service, Quicken, Analysis, Legal Research, Legal Writing, Paralegals, Invoicing, Time Management, Financial Reporting, Budgets, JD Edwards, Accounts Receivable, Account Reconciliation, Sales, Financial Analysis, Pivot Tables, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Refinance, Research, Data Entry, Timeslips, NetDocuments, GoToMyPC, Citrix, Quickbooks
Education
Roosevelt University 2011 — 2013
ABA-Approved Paralegal Studies Program; Post Baccalaureate Certificate, Paralegal Studies, Honors
Northern Arizona University 2002 — 2006
Bachelor of Science, Hotel and Restaurant Management
Cinnamon Mueller July 2013 - Present
General Growth Properties September 2011 - July 2013
Financial Services March 2008 - June 2011
Wells Fargo Financial April 2007 - March 2008
Hilton Hotels Union Square August 2006 - March 2007
Skills
Accounts Payable, Finance, Accounting, Customer Service, Quicken, Analysis, Legal Research, Legal Writing, Paralegals, Invoicing, Time Management, Financial Reporting, Budgets, JD Edwards, Accounts Receivable, Account Reconciliation, Sales, Financial Analysis, Pivot Tables, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Refinance, Research, Data Entry, Timeslips, NetDocuments, GoToMyPC, Citrix, Quickbooks
Education
Roosevelt University 2011 — 2013
ABA-Approved Paralegal Studies Program; Post Baccalaureate Certificate, Paralegal Studies, Honors
Northern Arizona University 2002 — 2006
Bachelor of Science, Hotel and Restaurant Management
Glen Seeberger Glen Seeberger's Financial Services Experience January 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services January 2010 - Present
The Pennsylvania State University - Abington August 2010 - Present
Meeting House Dental Care August 2005 - Present
Northwestern Mutual January 2012 - September 2012
Twining Valley Golf Club August 2005 - April 2012
Environmental Standards, Inc. November 2010 - May 2011
Skills
Management, Access, PowerPoint, Leadership, CRM, Customer Service, Microsoft Excel, Strategic Planning, Event Planning, Public Speaking, Social Networking, Sales, Coaching, Time Management, Training, Analysis, Insurance, Risk Management, Event Management, Visio, Project Planning
Education
Pennsylvania State University-Penn State Abington 2007 — 2010
B.S. Business Administration, Dual Option: Financial Services plus Marketing & Management, 3.69 GPA
Upper Moreland High School 2001 — 2005
Financial Services January 2010 - Present
The Pennsylvania State University - Abington August 2010 - Present
Meeting House Dental Care August 2005 - Present
Northwestern Mutual January 2012 - September 2012
Twining Valley Golf Club August 2005 - April 2012
Environmental Standards, Inc. November 2010 - May 2011
Skills
Management, Access, PowerPoint, Leadership, CRM, Customer Service, Microsoft Excel, Strategic Planning, Event Planning, Public Speaking, Social Networking, Sales, Coaching, Time Management, Training, Analysis, Insurance, Risk Management, Event Management, Visio, Project Planning
Education
Pennsylvania State University-Penn State Abington 2007 — 2010
B.S. Business Administration, Dual Option: Financial Services plus Marketing & Management, 3.69 GPA
Upper Moreland High School 2001 — 2005
Ori Clare Ori Clare's Financial Services Experience September 1998 - October 2006
Job IT Project Manager
Industry Information Technology and Services
Experience
Healthcare January 2014 - Present
Commercial IT Services March 2013 - December 2013
Regulated Utilities Industry October 2007 - May 2012
Financial Services September 1998 - October 2006
Skills
Project Management, SDLC, Stress Management, Client-centered, Deep Relaxation, Self-confidence Building, Ego Strengthening, Spiritual Accompaniment, Business Analysis, Pain Management, Healthcare, Management, Business Process..., Testing, Consulting, PMO, Software Documentation, IT Strategy, Vendor Management, Coaching, Leadership, Relaxation Therapy, Team Leadership, Project Portfolio..., Change Management, SAP, Workshop Facilitation, Software Development, Project Planning, Requirements Analysis, Visio, Strategic Planning, Requirements Gathering, User Acceptance Testing, Client Centered, Systems Analysis, Outsourcing, Program Management, Business Process, PMP, Resource Management, Training, Business Intelligence, Software Project..., Analysis, Enterprise Architecture, Process Improvement, Access, Team Building, Information Technology
Education
Technical Institute of America (NYC)
Project Management Institute (PMI) PMBOK Guide version 5
Rensselaer Polytechnic Institute
MS, Business Management
The University of Connecticut
BA, Psychology
Jewish Spiritual Leaders Institute
Rabbi, Jewish Universalism, non-/multi-denominational Jewish spirituality
Healthcare January 2014 - Present
Commercial IT Services March 2013 - December 2013
Regulated Utilities Industry October 2007 - May 2012
Financial Services September 1998 - October 2006
Skills
Project Management, SDLC, Stress Management, Client-centered, Deep Relaxation, Self-confidence Building, Ego Strengthening, Spiritual Accompaniment, Business Analysis, Pain Management, Healthcare, Management, Business Process..., Testing, Consulting, PMO, Software Documentation, IT Strategy, Vendor Management, Coaching, Leadership, Relaxation Therapy, Team Leadership, Project Portfolio..., Change Management, SAP, Workshop Facilitation, Software Development, Project Planning, Requirements Analysis, Visio, Strategic Planning, Requirements Gathering, User Acceptance Testing, Client Centered, Systems Analysis, Outsourcing, Program Management, Business Process, PMP, Resource Management, Training, Business Intelligence, Software Project..., Analysis, Enterprise Architecture, Process Improvement, Access, Team Building, Information Technology
Education
Technical Institute of America (NYC)
Project Management Institute (PMI) PMBOK Guide version 5
Rensselaer Polytechnic Institute
MS, Business Management
The University of Connecticut
BA, Psychology
Jewish Spiritual Leaders Institute
Rabbi, Jewish Universalism, non-/multi-denominational Jewish spirituality
Sean Jarrett Sean Jarrett's Financial Services Experience July 2013 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Financial Services July 2013 - Present
Trilogy Financial Services June 2012 - February 2013
Colorado Rockies Baseball Club June 2006 - January 2012
Prato 2009 - 2010
Skills
Sports Management, Baseball, Budgets, Scouting, Sports Marketing, Sports, Sponsorship Sales, Athletics, Sports Coaching, Sponsorship, Football, Ticket Sales, Event Management, Sports Writing, Strength Training
Education
Oral Roberts University 2006 — 2007
Bachelor of Science, Liberal Arts, Business
University of Arizona 2004 — 2005
Financial Services July 2013 - Present
Trilogy Financial Services June 2012 - February 2013
Colorado Rockies Baseball Club June 2006 - January 2012
Prato 2009 - 2010
Skills
Sports Management, Baseball, Budgets, Scouting, Sports Marketing, Sports, Sponsorship Sales, Athletics, Sports Coaching, Sponsorship, Football, Ticket Sales, Event Management, Sports Writing, Strength Training
Education
Oral Roberts University 2006 — 2007
Bachelor of Science, Liberal Arts, Business
University of Arizona 2004 — 2005
domonique Lane domonique Lane's Financial Services Experience March 2012 - Present
Job Customer Service
Industry Consumer Services
Experience
Financial Services March 2012 - Present
Education
Penn State University 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Financial Services March 2012 - Present
Education
Penn State University 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Brian Palmieri Brian Palmieri's Financial Services Experience November 2006 - February 2012
Job Global Head of Operational Risk Integrated Assessments at AIG
Industry Financial Services
Experience
AIG February 2015 - Present
AIG March 2013 - February 2015
American Express February 2012 - March 2013
Financial Services November 2006 - February 2012
Bear Stearns 2004 - 2006
PricewaterhouseCoopers 2001 - 2004
Education
Providence College 1997 — 2001
AIG February 2015 - Present
AIG March 2013 - February 2015
American Express February 2012 - March 2013
Financial Services November 2006 - February 2012
Bear Stearns 2004 - 2006
PricewaterhouseCoopers 2001 - 2004
Education
Providence College 1997 — 2001
Joseph Martino Joseph Martino's Financial Services Experience January 2012 - Present
Job Compliance Professional at Seeking Next Opportunity at Financial Services
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Financial Services January 2012 - Present
HTK March 2013 - May 2013
Allstate Financial Services September 2006 - December 2011
Financial Industry Regulatory Authority May 2004 - September 2006
UBS Financial Services Inc. February 2004 - May 2004
Deutsche Bank Trust Company Americas August 2003 - November 2003
Datek Online Holdings Corp. December 2000 - April 2003
Alliance Capital March 2000 - December 2000
DAC Planning Group Inc. October 1996 - March 2000
Skills
Compliance, Securities, FINRA, Securities Regulation, Series 7, Series 24, Series 63, Supervisory Skills, Auditing, Insurance, Investments, Equities, Mutual Funds, Coaching, Staff Training, Fundraising, Public Speaking, Presentation Skills..., Deadline Driven, Financial Regulation, Financial Services, Relationship Management, Territory Management, Surveillance, Books and Records..., E-Mail Review, Training, Leadership, AML, Options, Finance, Fixed Annuities, Risk Management, Uniform Combined State..., KYC, Hedge Funds, Trading, OFAC
Education
Montclair State University 1990 — 1996
BA in Liberal Arts, Political Science
Bergen Catholic High School 1986 — 1990
Morgan Stanley June 2013 - Present
Financial Services January 2012 - Present
HTK March 2013 - May 2013
Allstate Financial Services September 2006 - December 2011
Financial Industry Regulatory Authority May 2004 - September 2006
UBS Financial Services Inc. February 2004 - May 2004
Deutsche Bank Trust Company Americas August 2003 - November 2003
Datek Online Holdings Corp. December 2000 - April 2003
Alliance Capital March 2000 - December 2000
DAC Planning Group Inc. October 1996 - March 2000
Skills
Compliance, Securities, FINRA, Securities Regulation, Series 7, Series 24, Series 63, Supervisory Skills, Auditing, Insurance, Investments, Equities, Mutual Funds, Coaching, Staff Training, Fundraising, Public Speaking, Presentation Skills..., Deadline Driven, Financial Regulation, Financial Services, Relationship Management, Territory Management, Surveillance, Books and Records..., E-Mail Review, Training, Leadership, AML, Options, Finance, Fixed Annuities, Risk Management, Uniform Combined State..., KYC, Hedge Funds, Trading, OFAC
Education
Montclair State University 1990 — 1996
BA in Liberal Arts, Political Science
Bergen Catholic High School 1986 — 1990
Patrick Palkovic Patrick Palkovic's Financial Services Experience May 2010 - Present
Job Consulting and Business Development
Industry Financial Services
Experience
Financial Services May 2010 - Present
Century Negotiations, Inc December 2005 - August 2010
Skills
Strategic Communications, Efficiency Improvement, Social Media, Business Development, Business Process..., Analysis, Marketing Communications, Public Speaking, Networking, Strategic Consulting, Negotiation, Team Leadership, Process Improvement, Performance Improvement, Risk Management, Marketing, Training, Strategy, Finance, Management Consulting, Business Strategy, Leadership, Business Analysis, Financial Modeling, Financial Services, Financial Analysis
Education
Saint Vincent College 1998 — 2003
BS, Accounting & Finance
Financial Services May 2010 - Present
Century Negotiations, Inc December 2005 - August 2010
Skills
Strategic Communications, Efficiency Improvement, Social Media, Business Development, Business Process..., Analysis, Marketing Communications, Public Speaking, Networking, Strategic Consulting, Negotiation, Team Leadership, Process Improvement, Performance Improvement, Risk Management, Marketing, Training, Strategy, Finance, Management Consulting, Business Strategy, Leadership, Business Analysis, Financial Modeling, Financial Services, Financial Analysis
Education
Saint Vincent College 1998 — 2003
BS, Accounting & Finance
Gary Casab Gary Casab's Financial Services Experience October 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Services October 2000 - Present
Skills
Retirement Planning, Investment Advisory, Life Insurance, Employee Benefits, Investments, Financial Advisory, Mutual Funds, Retirement, Wealth Management, Financial Planning
Education
Niagara University 1989 — 1994
Financial Services October 2000 - Present
Skills
Retirement Planning, Investment Advisory, Life Insurance, Employee Benefits, Investments, Financial Advisory, Mutual Funds, Retirement, Wealth Management, Financial Planning
Education
Niagara University 1989 — 1994
Maureen Neita Maureen Neita's Financial Services Experience April 2012 - Present
Job Director Account Management at LifeSpeak Inc.
Industry Health, Wellness and Fitness
Experience
LifeSpeak Inc. September 2013 - Present
Financial Services April 2012 - Present
Medavie Blue Cross September 2010 - October 2011
Medavie Blue Cross April 2010 - May 2010
Guardall (formerly VEREX Technology) July 2000 - July 2009
Group Medical Services July 1997 - December 1999
Crown Life January 1997 - July 1997
Arbor Memorial Services 1989 - 1997
Skills
B2B, Marketing Communications, Team Building, Project Management, Internal Communications, Customer Service, Training, Business Process..., Corporate Communications, Account Management, Health Insurance, Event Planning, Leadership, Strategy, Process Improvement, Marketing, Management, Public Relations, Office Management, Organization, Social Networking, Trade Shows, Sales, Time Management, Employee Benefits, Strategic Planning, Public Speaking, Newsletters, Lead Generation, Team Leadership, Customer Satisfaction, Change Management, Business Development, Budgets, New Business Development, Teamwork, Business Strategy, Insurance, Coaching
Education
Ryerson University 1991 — 1993
Marketing Certificate
University of Toronto - University of St. Michael's College 1985 — 1989
BA, History
LifeSpeak Inc. September 2013 - Present
Financial Services April 2012 - Present
Medavie Blue Cross September 2010 - October 2011
Medavie Blue Cross April 2010 - May 2010
Guardall (formerly VEREX Technology) July 2000 - July 2009
Group Medical Services July 1997 - December 1999
Crown Life January 1997 - July 1997
Arbor Memorial Services 1989 - 1997
Skills
B2B, Marketing Communications, Team Building, Project Management, Internal Communications, Customer Service, Training, Business Process..., Corporate Communications, Account Management, Health Insurance, Event Planning, Leadership, Strategy, Process Improvement, Marketing, Management, Public Relations, Office Management, Organization, Social Networking, Trade Shows, Sales, Time Management, Employee Benefits, Strategic Planning, Public Speaking, Newsletters, Lead Generation, Team Leadership, Customer Satisfaction, Change Management, Business Development, Budgets, New Business Development, Teamwork, Business Strategy, Insurance, Coaching
Education
Ryerson University 1991 — 1993
Marketing Certificate
University of Toronto - University of St. Michael's College 1985 — 1989
BA, History
Charles Greer Charles Greer's Financial Services Experience May 2013 - Present
Job Banking Executive | Restructuring, Workout, Turnaround | Corporate Finance
Industry Banking
Experience
Financial Services May 2013 - Present
The Royal Bank of Scotland plc August 2001 - April 2013
Bank of Tokyo-Mitsubishi UFJ April 1997 - August 2001
Fleet Bank / Natwest USA N.A. 1991 - 1997
Skills
Restructuring, Financial Structuring, Capital Markets, Investment Banking, Credit, Leveraged Finance, Banking, Structured Finance, Private Equity, Loans, Finance, Loan Review, Derivatives, Equities, Strategy, Credit Risk, Distressed Debt, Corporate Finance, Portfolio Management, Financial Risk
Education
Pace University - Lubin School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
New York University, Stern School of Business 1974 — 1978
Bachelor's degree, Finance and Marketing
Financial Services May 2013 - Present
The Royal Bank of Scotland plc August 2001 - April 2013
Bank of Tokyo-Mitsubishi UFJ April 1997 - August 2001
Fleet Bank / Natwest USA N.A. 1991 - 1997
Skills
Restructuring, Financial Structuring, Capital Markets, Investment Banking, Credit, Leveraged Finance, Banking, Structured Finance, Private Equity, Loans, Finance, Loan Review, Derivatives, Equities, Strategy, Credit Risk, Distressed Debt, Corporate Finance, Portfolio Management, Financial Risk
Education
Pace University - Lubin School of Business 1981 — 1984
Master of Business Administration (M.B.A.), Finance
New York University, Stern School of Business 1974 — 1978
Bachelor's degree, Finance and Marketing
Barbie Hayes Barbie Hayes's Financial Services Experience July 1993 - Present
Job BerkshireHathaway Home Select
Industry Real Estate
Experience
Berkshire-Hathaway Home Select June 2014 - Present
Financial Services July 1993 - Present
Realty Works at the Lake LLC December 2012 - May 2014
Aflac June 1998 - July 2011
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Customer Service, Sales, Property & Casualty..., Brokers, Account Management, Sales Management, Commercial Insurance, General Insurance, Underwriting
Education
Mineral Area College
Associate's degree, Business
Potosi High School
Berkshire-Hathaway Home Select June 2014 - Present
Financial Services July 1993 - Present
Realty Works at the Lake LLC December 2012 - May 2014
Aflac June 1998 - July 2011
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Customer Service, Sales, Property & Casualty..., Brokers, Account Management, Sales Management, Commercial Insurance, General Insurance, Underwriting
Education
Mineral Area College
Associate's degree, Business
Potosi High School
Philip Hobbs Philip Hobbs's Financial Services Experience 1983 - 1992
Job Planning Supervisor at Tohono O'odham Nation
Industry Government Administration
Experience
Tohono O'odham Nation 2008 - Present
Pima Community College August 2007 - June 2008
Auto Buyers Club, Inc. August 2002 - July 2007
Administrator June 2001 - July 2002
Summit Homes/Gale Insulation 1999 - 2001
Grand Canyon Resort Corporation/Hualapai Tribe 1994 - 1999
Financial Services 1983 - 1992
Skills
Economic Development, Public Policy, Government, Community Outreach, Policy, Nonprofits, Grant Writing, Policy Analysis, Proposal Writing, Public Speaking, Renewable Energy, Community Development, Strategic Planning, Project Planning, Grants, Program Development, Data Analysis, Budgets, Sustainability, Environmental Awareness, Organizational..., Leadership Development, Project Management, Program Management, Team Building, Analysis, Fundraising, Event Planning, Entrepreneurship, Operations Management, Leadership, Research, Microsoft Office, Teaching, Volunteer Management, Public Relations, Training
Education
Ozark Christian College
Bachelor's degree, Education
University of Minnesota-Twin Cities
Lumbermans Short Course
Tohono O'odham Nation 2008 - Present
Pima Community College August 2007 - June 2008
Auto Buyers Club, Inc. August 2002 - July 2007
Administrator June 2001 - July 2002
Summit Homes/Gale Insulation 1999 - 2001
Grand Canyon Resort Corporation/Hualapai Tribe 1994 - 1999
Financial Services 1983 - 1992
Skills
Economic Development, Public Policy, Government, Community Outreach, Policy, Nonprofits, Grant Writing, Policy Analysis, Proposal Writing, Public Speaking, Renewable Energy, Community Development, Strategic Planning, Project Planning, Grants, Program Development, Data Analysis, Budgets, Sustainability, Environmental Awareness, Organizational..., Leadership Development, Project Management, Program Management, Team Building, Analysis, Fundraising, Event Planning, Entrepreneurship, Operations Management, Leadership, Research, Microsoft Office, Teaching, Volunteer Management, Public Relations, Training
Education
Ozark Christian College
Bachelor's degree, Education
University of Minnesota-Twin Cities
Lumbermans Short Course
Beth Hartigan Beth Hartigan's Financial Services Experience February 1985 - January 2004
Job Data Direct Networks
Industry Information Technology and Services
Experience
Data Direct Networks June 2014 - Present
Kohlhart,LLC October 2013 - June 2014
Cambridge Computer Services August 2008 - May 2013
Exanet Inc. March 2004 - July 2008
Financial Services February 1985 - January 2004
DCR 1988 - 1989
Education
Nassau Community College
Bachelor's Degree, Business Administration and Management, General
Data Direct Networks June 2014 - Present
Kohlhart,LLC October 2013 - June 2014
Cambridge Computer Services August 2008 - May 2013
Exanet Inc. March 2004 - July 2008
Financial Services February 1985 - January 2004
DCR 1988 - 1989
Education
Nassau Community College
Bachelor's Degree, Business Administration and Management, General
Brian Nolan Brian Nolan's Financial Services Experience October 2009 - January 2011
Job Human Resources Manager at Vermont Hard Cider Company, LLC
Industry Human Resources
Experience
VERMONT HARD CIDER COMPANY, LLC April 2011 - Present
Vermont League of Cities & Towns November 2010 - April 2011
Financial Services October 2009 - January 2011
Omya Inc. January 1990 - July 2009
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Labor Relations, Recruiting, Training, Disability Insurance, Life Insurance, Long Term Care Insurance, Human Resources, Leadership, HRIS, Benefits Administration, Talent Management, Succession Planning, Onboarding, Performance Management, Talent Acquisition, Employee Engagement, Organizational..., SPHR, Payroll
Education
Saint Michael's College 1990 — 1995
MSA, Business
Saint Michael's College 1983 — 1986
MSA, Master of Science in Administration
VERMONT HARD CIDER COMPANY, LLC April 2011 - Present
Vermont League of Cities & Towns November 2010 - April 2011
Financial Services October 2009 - January 2011
Omya Inc. January 1990 - July 2009
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Labor Relations, Recruiting, Training, Disability Insurance, Life Insurance, Long Term Care Insurance, Human Resources, Leadership, HRIS, Benefits Administration, Talent Management, Succession Planning, Onboarding, Performance Management, Talent Acquisition, Employee Engagement, Organizational..., SPHR, Payroll
Education
Saint Michael's College 1990 — 1995
MSA, Business
Saint Michael's College 1983 — 1986
MSA, Master of Science in Administration
Kevin Keough Kevin Keough's Financial Services Experience September 1996 - December 2008
Job Owner of Sound Business Design
Industry Information Technology and Services
Experience
Sound Business Design 2009 - Present
Financial Services September 1996 - December 2008
Fidelity Investments September 1996 - December 2008
Fidelity Investments September 1996 - December 2008
Politzer & Haney 2000 - 2001
Skills
Web Design, Java Enterprise Edition, Databases, Java, Orchestral Music, Software Development, Orchestration, Web Development, UML, Websphere, Oracle, Music Production, Leadership, Web Applications, Sound, Musicians, Web Services, Software Design, Agile Methodologies
Education
Rhode Island College 1986 — 1991
B.A. in Music, Music, Computer Science
Saint Raphael Academy 1972 — 1976
H.S. Diploma
Sound Business Design 2009 - Present
Financial Services September 1996 - December 2008
Fidelity Investments September 1996 - December 2008
Fidelity Investments September 1996 - December 2008
Politzer & Haney 2000 - 2001
Skills
Web Design, Java Enterprise Edition, Databases, Java, Orchestral Music, Software Development, Orchestration, Web Development, UML, Websphere, Oracle, Music Production, Leadership, Web Applications, Sound, Musicians, Web Services, Software Design, Agile Methodologies
Education
Rhode Island College 1986 — 1991
B.A. in Music, Music, Computer Science
Saint Raphael Academy 1972 — 1976
H.S. Diploma
Dimitrios Kostopoulos Dimitrios Kostopoulos's Financial Services Experience December 2014 - Present
Job Independent Personal and Small Business Financial Adviser
Industry Financial Services
Experience
Financial Services December 2014 - Present
Bank of America September 2011 - November 2014
Hellenic American Academy 2006 - 2014
Bank of America August 2006 - September 2011
Bank of America September 2010 - August 2011
Global Trust Securities Operations, BANK OF AMERICA August 2006 - August 2010
ASPIS BANK June 2004 - February 2006
Hellenic Military May 2003 - May 2004
LaSalle Bank May 1998 - August 2002
LaSalle Bank May 1998 - August 2002
Skills
E-commerce, Banking, Statistics, Business Relationship..., Excel, Invoicing, Lotus Notes, Access, Loans, Credit Cards, Payments, Risk, Consumer Lending, Deposits, Funding, Portfolio Management, Analysis, Risk Management, Economics, Retail, Microsoft Office, Cards, Credit, MBS, Financial Risk, Microsoft Excel, Structured Finance, Bonds, Capital Markets, Trading, Securitization, Finance, Credit Analysis, Credit Risk, Management, Fixed Income, Bloomberg, Investment Banking, Financial Analysis, Mortgage Lending, Financial Modeling, Relationship Management, Valuation, Investments, Securities, Structured Products, Asset Management, Cash Management, Financial Markets, Commercial Banking
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Marketing, Finance, Information Systems, E-Commerce
Loyola University Chicago 1994 — 2001
Bachelor of Business Administration (B.A, Economics
Loyola University 1994 — 1998
Bachelor of Business Administration (B.A, Economics, 3.39/4
Loyola University Chicago 1994 — 1998
Master of Business Administration (M.B.A); Certificate in E, Finance, Information Systems, and Marketing; Commerce
Financial Services December 2014 - Present
Bank of America September 2011 - November 2014
Hellenic American Academy 2006 - 2014
Bank of America August 2006 - September 2011
Bank of America September 2010 - August 2011
Global Trust Securities Operations, BANK OF AMERICA August 2006 - August 2010
ASPIS BANK June 2004 - February 2006
Hellenic Military May 2003 - May 2004
LaSalle Bank May 1998 - August 2002
LaSalle Bank May 1998 - August 2002
Skills
E-commerce, Banking, Statistics, Business Relationship..., Excel, Invoicing, Lotus Notes, Access, Loans, Credit Cards, Payments, Risk, Consumer Lending, Deposits, Funding, Portfolio Management, Analysis, Risk Management, Economics, Retail, Microsoft Office, Cards, Credit, MBS, Financial Risk, Microsoft Excel, Structured Finance, Bonds, Capital Markets, Trading, Securitization, Finance, Credit Analysis, Credit Risk, Management, Fixed Income, Bloomberg, Investment Banking, Financial Analysis, Mortgage Lending, Financial Modeling, Relationship Management, Valuation, Investments, Securities, Structured Products, Asset Management, Cash Management, Financial Markets, Commercial Banking
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Marketing, Finance, Information Systems, E-Commerce
Loyola University Chicago 1994 — 2001
Bachelor of Business Administration (B.A, Economics
Loyola University 1994 — 1998
Bachelor of Business Administration (B.A, Economics, 3.39/4
Loyola University Chicago 1994 — 1998
Master of Business Administration (M.B.A); Certificate in E, Finance, Information Systems, and Marketing; Commerce
Bernie Siegel, PCC Bernie Siegel, PCC's Financial Services Experience January 1976 - December 2001
Job Leadership Development, Coach and Strategist
Industry Professional Training & Coaching
Experience
International Coach Federation Global Board-Vice Chair January 2013 - Present
International Coach Federation-Global January 2011 - December 2013
International Coach federation- NYC Chapter January 2007 - December 2009
Penn Mutual 2002 - 2003
Yazaam 2001 - 2002
Financial Services January 1976 - December 2001
TD Waterhouse September 1993 - November 2000
Skills
Leadership Development, Public Speaking, Team Building, Coaching, Change Management, Executive Coaching, Leadership, Strategy, Career Counseling, Organizational..., Fundraising, Interviews, Talent Management, Management, New Business Development, Program Management, Training, Emotional Intelligence, Small Business, Strategic Planning, Personal Development, Entrepreneurship, Workshop Facilitation, Executive Development, Management Consulting
Education
Queens College 1973 — 1977
BS, Accounting and Economics
International Coach Federation Global Board-Vice Chair January 2013 - Present
International Coach Federation-Global January 2011 - December 2013
International Coach federation- NYC Chapter January 2007 - December 2009
Penn Mutual 2002 - 2003
Yazaam 2001 - 2002
Financial Services January 1976 - December 2001
TD Waterhouse September 1993 - November 2000
Skills
Leadership Development, Public Speaking, Team Building, Coaching, Change Management, Executive Coaching, Leadership, Strategy, Career Counseling, Organizational..., Fundraising, Interviews, Talent Management, Management, New Business Development, Program Management, Training, Emotional Intelligence, Small Business, Strategic Planning, Personal Development, Entrepreneurship, Workshop Facilitation, Executive Development, Management Consulting
Education
Queens College 1973 — 1977
BS, Accounting and Economics
Todd Carmichael's Financial Services Experience June 2015 - Present
Job Investment, Financial & Estate Advisory Services
Industry Financial Services
Experience
Financial Services June 2015 - Present
KC Bitcoin and Cryptocurrency/KC Crowdfunding April 2014 - May 2015
St James Catholic Church April 2015 - 2015
DST Systems April 1995 - May 2014
Kemper Service Company April 1992 - April 1995
NWMSU 1982 - 1986
Skills
Vendor Management, Business Process..., Leadership, Disaster Recovery, Operations Management, Business Strategy, Cross-functional Team..., Databases, Business Planning, SDLC, Team Leadership, IT Strategy, Leadership Development, Customer Experience, Technical Leadership, Innovation Development, Department Budgeting, Thought Leadership, Mentoring Of Staff, Capital Budgeting, Managerial Finance, Business Development, Process Improvement, Business Unit..., Turnaround Management, Technology Solutions, Employee Management, Employee Training, Revenue & Profit Growth, Project Management, Department..., Performance Metrics, Budget Management, Mentoring, Business Analysis, Strategic Planning, Management
Education
Rockhurst University 2007 — 2009
Executive Fellows MBA, Business Administration and Management, General
Northwest Missouri State University 1982 — 1986
Bachelor of Science (B.S.), Management & Data Processing
Financial Services June 2015 - Present
KC Bitcoin and Cryptocurrency/KC Crowdfunding April 2014 - May 2015
St James Catholic Church April 2015 - 2015
DST Systems April 1995 - May 2014
Kemper Service Company April 1992 - April 1995
NWMSU 1982 - 1986
Skills
Vendor Management, Business Process..., Leadership, Disaster Recovery, Operations Management, Business Strategy, Cross-functional Team..., Databases, Business Planning, SDLC, Team Leadership, IT Strategy, Leadership Development, Customer Experience, Technical Leadership, Innovation Development, Department Budgeting, Thought Leadership, Mentoring Of Staff, Capital Budgeting, Managerial Finance, Business Development, Process Improvement, Business Unit..., Turnaround Management, Technology Solutions, Employee Management, Employee Training, Revenue & Profit Growth, Project Management, Department..., Performance Metrics, Budget Management, Mentoring, Business Analysis, Strategic Planning, Management
Education
Rockhurst University 2007 — 2009
Executive Fellows MBA, Business Administration and Management, General
Northwest Missouri State University 1982 — 1986
Bachelor of Science (B.S.), Management & Data Processing
Andrea Chronister Andrea Chronister's Financial Services Experience August 2012 - Present
Job Independent Representative, Primerica Financial Services
Industry Financial Services
Experience
Financial Services August 2012 - Present
RE/MAX 1st Advantage / Coldwell Banker / Keller Williams March 2008 - June 2011
Various Roles 1992 - 2005
Skills
Financial Services, Mutual Funds, Investments, Income Protection, Small Business, Retirement Savings, Debt Restructuring, Roth IRA, Traditional IRA, Leadership, Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Financial Education, Financial Wellness, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2004
MBA, Business Administration
Saint Bonaventure University 1989 — 1993
BA, Business Administration
Herricks High School 1985 — 1989
Financial Services August 2012 - Present
RE/MAX 1st Advantage / Coldwell Banker / Keller Williams March 2008 - June 2011
Various Roles 1992 - 2005
Skills
Financial Services, Mutual Funds, Investments, Income Protection, Small Business, Retirement Savings, Debt Restructuring, Roth IRA, Traditional IRA, Leadership, Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Financial Education, Financial Wellness, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2004
MBA, Business Administration
Saint Bonaventure University 1989 — 1993
BA, Business Administration
Herricks High School 1985 — 1989
Alexandra Fotini Kritikos's Financial Services Experience July 2009 - August 2009
Job Intern Investor Behavior Research Team at State Street Associates
Industry Market Research
Experience
State Street Associates August 2014 - June 2015
Hill Holliday August 2014 - January 2015
Northeastern University September 2013 - January 2015
Sovereign Bank March 2013 - August 2013
Financial Services July 2009 - August 2009
Skills
Econometrics, Research, Statistics, Statistical Modeling, Economics, Microeconomics, Stata, Microsoft Excel, Macroeconomics, Computational Economics, Microsoft Office, Microsoft Word, Matlab, Policy, Behavioral Economics, Qualitative Research, Quantitative Analytics, Teaching, Customer Service, Public Speaking, Social Media
Education
Northeastern University 2013 — 2014
Master of Arts (M.A.), Applied Economics, 3.89
Panepistimion Patron / University of Patras 2007 — 2012
Bachelor of Science (B.S.), Economics
Paralias High School 2004 — 2007
Diploma, Technology
State Street Associates August 2014 - June 2015
Hill Holliday August 2014 - January 2015
Northeastern University September 2013 - January 2015
Sovereign Bank March 2013 - August 2013
Financial Services July 2009 - August 2009
Skills
Econometrics, Research, Statistics, Statistical Modeling, Economics, Microeconomics, Stata, Microsoft Excel, Macroeconomics, Computational Economics, Microsoft Office, Microsoft Word, Matlab, Policy, Behavioral Economics, Qualitative Research, Quantitative Analytics, Teaching, Customer Service, Public Speaking, Social Media
Education
Northeastern University 2013 — 2014
Master of Arts (M.A.), Applied Economics, 3.89
Panepistimion Patron / University of Patras 2007 — 2012
Bachelor of Science (B.S.), Economics
Paralias High School 2004 — 2007
Diploma, Technology
Hillary Fonseca's Financial Services Experience January 2005 - March 2008
Job Managing Director at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources September 2015 - Present
iFind Group June 2013 - August 2015
Pride Technologies/RussellTobin & Associates December 2012 - May 2013
Randstad September 2010 - December 2012
Robert Half International 2008 - 2010
Financial Services January 2005 - March 2008
Philly Divers March 1998 - April 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Cash Management, Financial Modeling, Corporate Finance, Banking, Sarbanes-Oxley Act, Auditing, Managerial Finance, Forecasting, Credit, Treasury, Asset Managment, Risk Management, Internal Audit, Financial Services, Mergers
Education
Temple University 1999 — 2002
Masters
Philadelphia University 1991 — 1995
BS, Finance
Ascendo Resources September 2015 - Present
iFind Group June 2013 - August 2015
Pride Technologies/RussellTobin & Associates December 2012 - May 2013
Randstad September 2010 - December 2012
Robert Half International 2008 - 2010
Financial Services January 2005 - March 2008
Philly Divers March 1998 - April 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Cash Management, Financial Modeling, Corporate Finance, Banking, Sarbanes-Oxley Act, Auditing, Managerial Finance, Forecasting, Credit, Treasury, Asset Managment, Risk Management, Internal Audit, Financial Services, Mergers
Education
Temple University 1999 — 2002
Masters
Philadelphia University 1991 — 1995
BS, Finance
Ralph Mollica Ralph Mollica's Financial Services Experience January 1997 - Present
Job Financial Advisor in Financial Services
Industry Financial Services
Experience
People of God Church May 2013 - Present
Self-employed January 1997 - Present
Financial Services January 1997 - Present
Financial Services January 1997 - Present
Skills
Investments for..., Retirement Planning, Financial Analysis, Investments, Mutual Funds, Insurance
Education
Colorado and US Accredited 1997 — 1997
Series 6 & 63, Investments and Securities and Insurance Licensed
Colorado Department of Insurance 1997 — 1997
Life Insurance License and Variable Annunity License
Seabury-Western Theological Seminary 1991 — 1992
CATS (Certificate of Advanced Theological Studies)
DeAndreis Theological Seminary 1976 — 1980
Master of Divinity (M.Div.)
St. Mary's of the Barrens 1971 — 1976
B.A. Philosophy, Minor in Psychology
People of God Church May 2013 - Present
Self-employed January 1997 - Present
Financial Services January 1997 - Present
Financial Services January 1997 - Present
Skills
Investments for..., Retirement Planning, Financial Analysis, Investments, Mutual Funds, Insurance
Education
Colorado and US Accredited 1997 — 1997
Series 6 & 63, Investments and Securities and Insurance Licensed
Colorado Department of Insurance 1997 — 1997
Life Insurance License and Variable Annunity License
Seabury-Western Theological Seminary 1991 — 1992
CATS (Certificate of Advanced Theological Studies)
DeAndreis Theological Seminary 1976 — 1980
Master of Divinity (M.Div.)
St. Mary's of the Barrens 1971 — 1976
B.A. Philosophy, Minor in Psychology
Jeffery Dunlop Jeffery Dunlop's Financial Services Experience May 2007 - Present
Job Experienced professional in Defalult Analytics and Loss Mitigation
Industry Financial Services
Experience
Financial Services May 2007 - Present
Financial Services January 2004 - April 2007
Marketing Research April 2002 - December 2003
Education
Northwestern University 2000 — 2002
MS, Economics
Northwestern University 1996 — 2000
BS, Economics
Financial Services May 2007 - Present
Financial Services January 2004 - April 2007
Marketing Research April 2002 - December 2003
Education
Northwestern University 2000 — 2002
MS, Economics
Northwestern University 1996 — 2000
BS, Economics
JOSEPH KERNER, MSPA, EA JOSEPH KERNER, MSPA, EA's Financial Services Experience January 1985 - Present
Job OWNER TAXNOW!, LLC
Industry Financial Services
Experience
TAXNOW!, LLC January 2004 - Present
Financial Services January 1985 - Present
Several September 1961 - January 2005
Skills
QuickBooks, Computer Proficiency, Tax Expert EA, Business Development, Accounting Applications, Forensic Accounting, Strategic Financial..., Insurance Review and...
Education
Miami University 1957 — 1961
BA, MATH AND PHYSICS
Miami University
BA, Mathematics and Physics; computer science
TAXNOW!, LLC January 2004 - Present
Financial Services January 1985 - Present
Several September 1961 - January 2005
Skills
QuickBooks, Computer Proficiency, Tax Expert EA, Business Development, Accounting Applications, Forensic Accounting, Strategic Financial..., Insurance Review and...
Education
Miami University 1957 — 1961
BA, MATH AND PHYSICS
Miami University
BA, Mathematics and Physics; computer science
Diane West Diane West's Financial Services Experience October 2011 - Present
Job Administrative Assistant in financial services industry
Industry Financial Services
Experience
Financial Services October 2011 - Present
Office Ally July 2008 - Present
Various Banks & Mortgage Companies 2003 - 2009
Triton Regional School District 2006 - 2008
The Praxis Group, Inc. 1990 - 2000
Teledyne TAC 1988 - 1990
The MITRE Corporation 1983 - 1988
Education
Northeastern University 1990 — 1996
Marketing
Katharine Gibbs School 1982 — 1983
Certificate, Secretarial Science
Financial Services October 2011 - Present
Office Ally July 2008 - Present
Various Banks & Mortgage Companies 2003 - 2009
Triton Regional School District 2006 - 2008
The Praxis Group, Inc. 1990 - 2000
Teledyne TAC 1988 - 1990
The MITRE Corporation 1983 - 1988
Education
Northeastern University 1990 — 1996
Marketing
Katharine Gibbs School 1982 — 1983
Certificate, Secretarial Science
Bill Blanchard Bill Blanchard's Financial Services Experience 2007 - 2009
Job Field Coordinator at AFBA
Industry Financial Services
Experience
AFBA 2014 - Present
Renatus, LLC 2015 - 2015
Renatus, LLC 2015 - 2015
River City Financial Group January 2010 - September 2014
Financial Services 2007 - 2009
United First Financial 2007 - 2009
Skills
Leadership, Direct Sales, Strategic Planning, New Business Development, Marketing, Sales Management, Selling, Project Planning, Team Building, Sales, Coaching, Finance, Entrepreneurship, Insurance, Small Business, Time Management, Public Speaking
Education
New Mexico State University 1976 — 1982
BBA, Business - Marketing
New Mexico State University
Bachelor's degree, Marketing
AFBA 2014 - Present
Renatus, LLC 2015 - 2015
Renatus, LLC 2015 - 2015
River City Financial Group January 2010 - September 2014
Financial Services 2007 - 2009
United First Financial 2007 - 2009
Skills
Leadership, Direct Sales, Strategic Planning, New Business Development, Marketing, Sales Management, Selling, Project Planning, Team Building, Sales, Coaching, Finance, Entrepreneurship, Insurance, Small Business, Time Management, Public Speaking
Education
New Mexico State University 1976 — 1982
BBA, Business - Marketing
New Mexico State University
Bachelor's degree, Marketing
Thuy(twii) Bui Thuy(twii) Bui's Financial Services Experience June 2013 - Present
Job IA
Industry Insurance
Experience
Trinity Insurance Services February 2015 - Present
Financial Services June 2013 - Present
Multicultural Ministry Committee 2011 - Present
Arbonne International 2009 - Present
Junior League January 2006 - Present
St. Vincent Catholic Charities September 2010 - March 2013
Bristol West Insurance January 2008 - January 2010
American International (AIG) September 2006 - December 2008
Dart Bank June 2005 - September 2006
Bretlin Home Mortgage June 2004 - February 2005
Skills
Volunteer Management, Community Development, Public Relations, Strategic Communications, Program Development, Microsoft Word, Leadership Development, Strategic Planning, Advertising, Training, Social Networking, Team Building, Media Relations, Social Media Marketing, Marketing Communications, Negotiation, Outlook, Program Management, Workshop Facilitation, Time Management, Social Services, Coaching, Higher Education, Facebook, Marketing Strategy, Insurance, Press Releases, Budgets, Event Management, Editing, Community Outreach, Fundraising, Marketing, Event Planning, Social Media, Human Resources, Grants, Recruiting, Philanthropy, Newsletters, Organizational..., Program Evaluation, Account Management, Employee Training, Crisis Intervention, Small Business, Networking, Staff Development, PowerPoint, Sales
Education
Michigan State University 2001 — 2004
Bachelor of Arts, Communication/ Business Organization
Trinity Insurance Services February 2015 - Present
Financial Services June 2013 - Present
Multicultural Ministry Committee 2011 - Present
Arbonne International 2009 - Present
Junior League January 2006 - Present
St. Vincent Catholic Charities September 2010 - March 2013
Bristol West Insurance January 2008 - January 2010
American International (AIG) September 2006 - December 2008
Dart Bank June 2005 - September 2006
Bretlin Home Mortgage June 2004 - February 2005
Skills
Volunteer Management, Community Development, Public Relations, Strategic Communications, Program Development, Microsoft Word, Leadership Development, Strategic Planning, Advertising, Training, Social Networking, Team Building, Media Relations, Social Media Marketing, Marketing Communications, Negotiation, Outlook, Program Management, Workshop Facilitation, Time Management, Social Services, Coaching, Higher Education, Facebook, Marketing Strategy, Insurance, Press Releases, Budgets, Event Management, Editing, Community Outreach, Fundraising, Marketing, Event Planning, Social Media, Human Resources, Grants, Recruiting, Philanthropy, Newsletters, Organizational..., Program Evaluation, Account Management, Employee Training, Crisis Intervention, Small Business, Networking, Staff Development, PowerPoint, Sales
Education
Michigan State University 2001 — 2004
Bachelor of Arts, Communication/ Business Organization
Pat Stallman Pat Stallman's Financial Services Experience March 2012 - Present
Job Retired
Industry Banking
Experience
Financial Services March 2012 - Present
Education
North Dakota State University 1969 — 1973
Bachelor of Science (BS), Agricultural Economics
Financial Services March 2012 - Present
Education
North Dakota State University 1969 — 1973
Bachelor of Science (BS), Agricultural Economics
Denny Criden Denny Criden's Financial Services Experience October 2010 - Present
Job Small Business Loans For Women Business Loans Business Loans For Women at Financial Services
Industry Financial Services
Experience
Financial Services October 2010 - Present
Financial Services September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Banking, Financial Analysis, Mortgage Lending, Financial Services, Small Business, small business loans..., women business loans, business loans, business loans for women, Retirement, Investment Strategies, Investment Advisory
Education
SFSU 2007 — 2010
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Financial Services October 2010 - Present
Financial Services September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Banking, Financial Analysis, Mortgage Lending, Financial Services, Small Business, small business loans..., women business loans, business loans, business loans for women, Retirement, Investment Strategies, Investment Advisory
Education
SFSU 2007 — 2010
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Ross Lipman Ross Lipman's Financial Services Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Maria Valtierra Maria Valtierra's Financial Services Experience December 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services December 2013 - Present
Hope Academy December 2011 - July 2013
Minneapolis Public Schools May 2008 - August 2011
Emmanuel Christian Center June 2010 - August 2010
Skills
Elementary Education, Classroom Management, Curriculum Design, Classroom, Lesson Planning, Educational Leadership, Curriculum Development, Differentiated..., Literacy, Tutoring, K-12, Teacher Training, Teaching, Special Education, Staff Development, Social Studies, Language Arts, Educational Technology, Higher Education, Public Speaking, ESL, Instructional Technology, Leadership, Curriculum Mapping, Smartboard, Teaching Reading, IEP, Leadership Development, Secondary Education, Guided Reading, Middle School, Reading Intervention, Integrating Technology..., Mathematics Education, Behavior Management, Editing, Fundraising, Coaching, Science Education, Critical Thinking, Curriculum Assessment, Learning Disabilities, Autism Spectrum..., Teaching Writing, English Language..., Teaching English as a..., Common Core State..., Balanced Literacy, Youth Development, Adult Education
Education
North Central University 2006 — 2011
Bachelor of Science (BS), Elementary Education and Teaching
Financial Services December 2013 - Present
Hope Academy December 2011 - July 2013
Minneapolis Public Schools May 2008 - August 2011
Emmanuel Christian Center June 2010 - August 2010
Skills
Elementary Education, Classroom Management, Curriculum Design, Classroom, Lesson Planning, Educational Leadership, Curriculum Development, Differentiated..., Literacy, Tutoring, K-12, Teacher Training, Teaching, Special Education, Staff Development, Social Studies, Language Arts, Educational Technology, Higher Education, Public Speaking, ESL, Instructional Technology, Leadership, Curriculum Mapping, Smartboard, Teaching Reading, IEP, Leadership Development, Secondary Education, Guided Reading, Middle School, Reading Intervention, Integrating Technology..., Mathematics Education, Behavior Management, Editing, Fundraising, Coaching, Science Education, Critical Thinking, Curriculum Assessment, Learning Disabilities, Autism Spectrum..., Teaching Writing, English Language..., Teaching English as a..., Common Core State..., Balanced Literacy, Youth Development, Adult Education
Education
North Central University 2006 — 2011
Bachelor of Science (BS), Elementary Education and Teaching
Joseph Dillard Joseph Dillard's Financial Services Experience 2008 - Present
Job Financial Representative Financial Services
Industry Financial Services
Experience
Financial Services 2008 - Present
Credit Union 2004 - 2007
U.S. Bank 2003 - 2004
M & I Bank 2002 - 2003
Wells Fargo 2000 - 2002
Prudential Financial 1999 - 2000
LaSalle Bank 1989 - 1999
Skills
Financial Education, Financial Coaching, Wealth, Personal Finance, Credit, Finance, Financial Analysis, Loans, Small Business, Coaching, Public Speaking, Budgets, Financial Services, Non-profits, Debt Management, Wealth Management, Retirement Planning, Mutual Funds, Marketing, Portfolio Management
Education
Northwestern University 1984 — 1989
B.A., Economics
Financial Services 2008 - Present
Credit Union 2004 - 2007
U.S. Bank 2003 - 2004
M & I Bank 2002 - 2003
Wells Fargo 2000 - 2002
Prudential Financial 1999 - 2000
LaSalle Bank 1989 - 1999
Skills
Financial Education, Financial Coaching, Wealth, Personal Finance, Credit, Finance, Financial Analysis, Loans, Small Business, Coaching, Public Speaking, Budgets, Financial Services, Non-profits, Debt Management, Wealth Management, Retirement Planning, Mutual Funds, Marketing, Portfolio Management
Education
Northwestern University 1984 — 1989
B.A., Economics
Mardell D. Presler, J.D. Mardell D. Presler, J.D.'s Financial Services Experience 2001 - 2011
Job Seeking a Counsel role, either inhouse or with a law firm
Industry Law Practice
Experience
Briggs and Morgan, P.A. August 2015 - Present
Seeking a Counsel role, either in-house or with a law firm April 2015 - Present
Fintegra March 2015 - April 2015
Journal of Law and Public Policy June 2013 - May 2014
United States Attorney’s Office September 2013 - December 2013
WATCH January 2002 - August 2013
Journal of Law and Public Policy June 2012 - May 2013
Adjunct Prof. Schleck January 2013 - April 2013
Coleman Law January 2012 - June 2012
Financial Services 2001 - 2011
Skills
Litigation, Securities Regulation, Legal Research, Courts, Research, Legal Writing, Investments, Editing, Public Policy, Organizational..., Public Speaking, Marketing Strategy, Event Planning, Community Outreach, Westlaw, Strategic Financial..., Financial Planning, Inside Sales, Securities, Securities Litigation, Securities Fraud
Education
University of St. Thomas School of Law 2011 — 2014
Doctor of Law (JD)
Santa Clara University School of Law 2013 — 2013
Study Abroad June and July 2013, International Crime: The Hague. International Human Rights: United Nations
University of St. Thomas School of Law 2012 — 2012
Study Abroad June 2012, International Finance
University of Minnesota-Twin Cities
BA
Rosemount High
Briggs and Morgan, P.A. August 2015 - Present
Seeking a Counsel role, either in-house or with a law firm April 2015 - Present
Fintegra March 2015 - April 2015
Journal of Law and Public Policy June 2013 - May 2014
United States Attorney’s Office September 2013 - December 2013
WATCH January 2002 - August 2013
Journal of Law and Public Policy June 2012 - May 2013
Adjunct Prof. Schleck January 2013 - April 2013
Coleman Law January 2012 - June 2012
Financial Services 2001 - 2011
Skills
Litigation, Securities Regulation, Legal Research, Courts, Research, Legal Writing, Investments, Editing, Public Policy, Organizational..., Public Speaking, Marketing Strategy, Event Planning, Community Outreach, Westlaw, Strategic Financial..., Financial Planning, Inside Sales, Securities, Securities Litigation, Securities Fraud
Education
University of St. Thomas School of Law 2011 — 2014
Doctor of Law (JD)
Santa Clara University School of Law 2013 — 2013
Study Abroad June and July 2013, International Crime: The Hague. International Human Rights: United Nations
University of St. Thomas School of Law 2012 — 2012
Study Abroad June 2012, International Finance
University of Minnesota-Twin Cities
BA
Rosemount High
Andrew Wittenberg Andrew Wittenberg's Financial Services Experience November 2012 - Present
Job
Industry Financial Services
Experience
Financial Services November 2012 - Present
Talascend June 2012 - November 2012
Venteon December 2005 - May 2012
Aerotek September 1999 - July 2004
Hydro Designs, Inc. April 1997 - August 1999
Applied EcoSystems, Inc. April 1996 - January 1997
Skills
Talent Acquisition, Sourcing, Negotiation, Customer Relations, Employee Relations, New Business Development, Account Management, Technical Recruiting, Interviewing, Mentoring, Coaching, Talent Management, Customer Service, Fundraising, Performance Management, Recruitment/Retention, Cold Calling, Problem Solving, Planning, Strategic Planning, Public Speaking, Full-cycle Recruiting, Resume Writing, Executive Search, Social Media, Contract Recruitment, Manufacturing, Engineering, Hiring
Education
Michigan State University 1986 — 1991
Bachelor of Arts
Shippensburg University of Pennsylvania 1994 — 1996
Master of Science
Flint Central High School 1982 — 1986
Financial Services November 2012 - Present
Talascend June 2012 - November 2012
Venteon December 2005 - May 2012
Aerotek September 1999 - July 2004
Hydro Designs, Inc. April 1997 - August 1999
Applied EcoSystems, Inc. April 1996 - January 1997
Skills
Talent Acquisition, Sourcing, Negotiation, Customer Relations, Employee Relations, New Business Development, Account Management, Technical Recruiting, Interviewing, Mentoring, Coaching, Talent Management, Customer Service, Fundraising, Performance Management, Recruitment/Retention, Cold Calling, Problem Solving, Planning, Strategic Planning, Public Speaking, Full-cycle Recruiting, Resume Writing, Executive Search, Social Media, Contract Recruitment, Manufacturing, Engineering, Hiring
Education
Michigan State University 1986 — 1991
Bachelor of Arts
Shippensburg University of Pennsylvania 1994 — 1996
Master of Science
Flint Central High School 1982 — 1986
Desiree Paisner Desiree Paisner's Financial Services Experience March 2011 - 2013
Job Sales Operations Analyst at Toyko Electron
Industry Semiconductors
Experience
Toyko Electron January 2014 - Present
Financial Services March 2011 - 2013
BlackRock April 2008 - March 2010
Thomas Weisel Partners October 2007 - March 2008
Thomas Weisel Partners November 2006 - October 2007
Paragon Restaurant June 2006 - November 2006
Kingfish Restaurant December 2004 - June 2006
Skills
Editing, Management, Administrative..., Asset Managment, Investments, System Administration, Outlook, Equities, Calendaring, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
San Francisco State University 2000 — 2004
Bachelor's, Multimedia Visual Design Communications, Fine Arts
Toyko Electron January 2014 - Present
Financial Services March 2011 - 2013
BlackRock April 2008 - March 2010
Thomas Weisel Partners October 2007 - March 2008
Thomas Weisel Partners November 2006 - October 2007
Paragon Restaurant June 2006 - November 2006
Kingfish Restaurant December 2004 - June 2006
Skills
Editing, Management, Administrative..., Asset Managment, Investments, System Administration, Outlook, Equities, Calendaring, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
San Francisco State University 2000 — 2004
Bachelor's, Multimedia Visual Design Communications, Fine Arts
Bill Overlock Bill Overlock's Financial Services Experience 2005 - Present
Job Financial, Tax, Accounting Professional
Industry Financial Services
Experience
Financial Services 2005 - Present
Government and Community Organizations 2005 - Present
Own Account 2005 - Present
Various Companies 1963 - 2005
Skills
Accounting, Managerial Finance, Financial Analysis, Internal Controls, Financial Accounting, Budgets, Strategic Financial..., Finance, Management, Auditing, Financial Planning
Education
Penn State University 1959 — 1963
BS, Accounting
Financial Services 2005 - Present
Government and Community Organizations 2005 - Present
Own Account 2005 - Present
Various Companies 1963 - 2005
Skills
Accounting, Managerial Finance, Financial Analysis, Internal Controls, Financial Accounting, Budgets, Strategic Financial..., Finance, Management, Auditing, Financial Planning
Education
Penn State University 1959 — 1963
BS, Accounting
Tenyce Melrose's Financial Services Experience August 2015 - Present
Job Registered Representative adept in Relationship Management, SalesSupport, and Operations
Industry Financial Services
Experience
Financial Services August 2015 - Present
Fidelity Investments February 2014 - July 2015
Fidelity Investments May 2013 - February 2014
Fidelity Investments March 2012 - May 2013
Ascent Talent, Model, Promotion Ltd. September 2009 - March 2012
ABM Industries June 2009 - March 2012
Skills
Customer Service, Microsoft Excel, Relationship Management, Financial Services, Analysis, Investments, Event Management, PowerPoint, Strategic Sales..., Financial Analysis, Inventory Management, Strategy, Microsoft Office, Portfolio Management, Banking, Financial Planning, Asset Management, Mutual Funds, Finance
Education
San Francisco State University 2008 — 2011
BS, Business Administration
Monterey Bay Academy
Financial Services August 2015 - Present
Fidelity Investments February 2014 - July 2015
Fidelity Investments May 2013 - February 2014
Fidelity Investments March 2012 - May 2013
Ascent Talent, Model, Promotion Ltd. September 2009 - March 2012
ABM Industries June 2009 - March 2012
Skills
Customer Service, Microsoft Excel, Relationship Management, Financial Services, Analysis, Investments, Event Management, PowerPoint, Strategic Sales..., Financial Analysis, Inventory Management, Strategy, Microsoft Office, Portfolio Management, Banking, Financial Planning, Asset Management, Mutual Funds, Finance
Education
San Francisco State University 2008 — 2011
BS, Business Administration
Monterey Bay Academy
Jesse L. Webb's Financial Services Experience January 2012 - Present
Job .
Industry Financial Services
Experience
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Ciera Epperson's Financial Services Experience 2011 - 2015
Job Saint Mary's College of California
Industry Marketing and Advertising
Experience
Laughing Giraffe Organics 2015 - 2015
Financial Services 2011 - 2015
Mike Rose's Auto Body, Inc. 2010 - 2011
Williams-Sonoma, Inc. 2005 - 2010
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Diablo Valley College, Pleasant Hill, CA 2004 — 2007
Business Administration and Management
Sabino High School, Tucson, AZ 2000 — 2004
Laughing Giraffe Organics 2015 - 2015
Financial Services 2011 - 2015
Mike Rose's Auto Body, Inc. 2010 - 2011
Williams-Sonoma, Inc. 2005 - 2010
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies
Diablo Valley College, Pleasant Hill, CA 2004 — 2007
Business Administration and Management
Sabino High School, Tucson, AZ 2000 — 2004
Brittnie Wilson's Financial Services Experience July 2015 - Present
Job Business Development Manager
Industry Financial Services
Experience
Financial Services July 2015 - Present
Sun Coast Resources, Inc. April 2015 - July 2015
Morgan Property Group November 2014 - April 2015
Trinity Properties, LLC March 2014 - November 2014
Skills
Sales, Customer Service, Real Estate, Sellers, Property Management, Investment Properties, Negotiation, Marketing, Residential Homes, Contract Negotiation, Relocation, Rentals, Oil & Gas Industry, Outside Sales
Education
San Jacinto College 2012 — 2013
San Jacinto College 2010 — 2011
Financial Services July 2015 - Present
Sun Coast Resources, Inc. April 2015 - July 2015
Morgan Property Group November 2014 - April 2015
Trinity Properties, LLC March 2014 - November 2014
Skills
Sales, Customer Service, Real Estate, Sellers, Property Management, Investment Properties, Negotiation, Marketing, Residential Homes, Contract Negotiation, Relocation, Rentals, Oil & Gas Industry, Outside Sales
Education
San Jacinto College 2012 — 2013
San Jacinto College 2010 — 2011
Dennis Loxton, CFP, CRMP's Financial Services Experience July 2004 - May 2005
Job Regional Vice President Reverse Mortgage at Success Mortgage Partners
Industry Financial Services
Experience
Success Mortgage Partners December 2012 - Present
First Century Bank April 2011 - December 2012
Sun West Mortgage Company April 2010 - April 2011
VirtualBank January 2007 - April 2010
MetLife Home Loans June 2008 - January 2010
WSFS Bank May 2008 - August 2008
Gold Reverse, Inc November 2007 - May 2008
Financial Freedom/IndyMac Bank May 2005 - December 2006
Financial Services July 2004 - May 2005
New York Life Insurance Company December 2000 - July 2004
Skills
Mortgage, Certified Financial..., Annuities, Reverse Mortgages, Term Life Insurance, Universal Life, Mutual Funds, ETFs, Compliance, Mortgage Lending, Fixed Annuities, Residential Mortgages, Loan Origination, Life Insurance, Loans, Mortgage Banking, Investments, Banking, Retirement Planning, Credit Analysis, Credit, Financial Advisory, Series 7, Retirement, Disability Insurance, Insurance, Underwriting, Mortgage Marketing, FHA, Strategic Financial..., Refinance, Wealth Management, Selling, FHA financing, Finance, Sales, Commercial Lending, USDA, Funding, VA loans, Executive Management, Portfolio Management, Commercial Mortgages, Mortgage Underwriting
Education
Purdue University 1990 — 1996
Bachelor of Science, Financial Planning
Snider HS 1987 — 1990
General, General
Success Mortgage Partners December 2012 - Present
First Century Bank April 2011 - December 2012
Sun West Mortgage Company April 2010 - April 2011
VirtualBank January 2007 - April 2010
MetLife Home Loans June 2008 - January 2010
WSFS Bank May 2008 - August 2008
Gold Reverse, Inc November 2007 - May 2008
Financial Freedom/IndyMac Bank May 2005 - December 2006
Financial Services July 2004 - May 2005
New York Life Insurance Company December 2000 - July 2004
Skills
Mortgage, Certified Financial..., Annuities, Reverse Mortgages, Term Life Insurance, Universal Life, Mutual Funds, ETFs, Compliance, Mortgage Lending, Fixed Annuities, Residential Mortgages, Loan Origination, Life Insurance, Loans, Mortgage Banking, Investments, Banking, Retirement Planning, Credit Analysis, Credit, Financial Advisory, Series 7, Retirement, Disability Insurance, Insurance, Underwriting, Mortgage Marketing, FHA, Strategic Financial..., Refinance, Wealth Management, Selling, FHA financing, Finance, Sales, Commercial Lending, USDA, Funding, VA loans, Executive Management, Portfolio Management, Commercial Mortgages, Mortgage Underwriting
Education
Purdue University 1990 — 1996
Bachelor of Science, Financial Planning
Snider HS 1987 — 1990
General, General
JESSICA BALTZOR's Financial Services Experience June 2011 - August 2013
Job Cashier 2 at Portland State University
Industry Higher Education
Experience
Portland State University August 2013 - Present
Financial Services June 2011 - August 2013
Portland State University October 2010 - June 2011
Timberline Auto Center June 2010 - March 2011
Skills
Teamwork, Team Management, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, 10 Key, Problem Solving, Telephone Skills, Time Management, Administrative..., Administration, Data Entry, Spreadsheets, Event Planning, Customer Service
Education
Mt. Hood Community College 2014 — 2015
Nursing Prerequisites
The Caregiver Training Institute 2014 — 2015
Certificate, CNA 2, Acute Care
The Caregiver Training Institiute 2014 — 2014
Certificate, CNA 1
Portland State University 2010 — 2013
Bachelor of Science (B.S.), Sociology
Portland State University August 2013 - Present
Financial Services June 2011 - August 2013
Portland State University October 2010 - June 2011
Timberline Auto Center June 2010 - March 2011
Skills
Teamwork, Team Management, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, 10 Key, Problem Solving, Telephone Skills, Time Management, Administrative..., Administration, Data Entry, Spreadsheets, Event Planning, Customer Service
Education
Mt. Hood Community College 2014 — 2015
Nursing Prerequisites
The Caregiver Training Institute 2014 — 2015
Certificate, CNA 2, Acute Care
The Caregiver Training Institiute 2014 — 2014
Certificate, CNA 1
Portland State University 2010 — 2013
Bachelor of Science (B.S.), Sociology
Ivette Flower's Financial Services Experience January 1992 - January 1998
Job Sr. Account Executive Skyline Displays and Design Colorado
Industry Marketing and Advertising
Experience
Skyline Display & Design Colorado March 2014 - Present
The Logical Parent January 2008 - 2014
Novartis 2002 - 2006
Skyline Exhibits San Diego September 1998 - December 2002
McCann Erickson San Diego July 1996 - January 1999
Financial Services January 1992 - January 1998
Skills
Marketing, Sales, Marketing Strategy, Public Speaking, Trade Shows, Customer Service, Event Management, Lead Generation, Marketing Communications, Social Media Marketing, Customer Relations, Management, Selling, Product Launch, CRM, B2B Marketing, Account Management, Healthcare, Promotions, Problem Solving, Social Networking, Project Management, Event Planning, B2B, Volunteering, Booth Staff Training, Trade Show Marketing, Graphic Communication, Exhibit Design, Relationship Marketing
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Skyline Display & Design Colorado March 2014 - Present
The Logical Parent January 2008 - 2014
Novartis 2002 - 2006
Skyline Exhibits San Diego September 1998 - December 2002
McCann Erickson San Diego July 1996 - January 1999
Financial Services January 1992 - January 1998
Skills
Marketing, Sales, Marketing Strategy, Public Speaking, Trade Shows, Customer Service, Event Management, Lead Generation, Marketing Communications, Social Media Marketing, Customer Relations, Management, Selling, Product Launch, CRM, B2B Marketing, Account Management, Healthcare, Promotions, Problem Solving, Social Networking, Project Management, Event Planning, B2B, Volunteering, Booth Staff Training, Trade Show Marketing, Graphic Communication, Exhibit Design, Relationship Marketing
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Amanda Szwacz Amanda Szwacz's Financial Services Experience January 2014 - April 2014
Job Commercial Property Manager
Industry Real Estate
Experience
Bright Star Management February 2014 - Present
Peter Miller Gallery LTD February 2014 - Present
Handy Mandy Cleaning Company July 2008 - Present
Financial Services January 2014 - April 2014
Octapharma Plasma, Inc. September 2007 - September 2009
Skills
Management, Data Entry, Property Management, Microsoft Office, Customer Service, Microsoft Excel, Healthcare, Administration, Negotiation, Contract Negotiation, Social Media, Phlebotomy, Medical Records, Commercial Real Estate, QuickBooks, Bookkeeping, Administrative..., Notary Public, First Aid Training, Office Management, Training, Real Estate, Time Management, Sales, Marketing, Cpr Certified, Microsoft Word, Financial Statements, Finance, Social Networking, Access, Employee Training, Filing, Budgets, Documentation, Strategic Planning, Business Planning, Successful Business..., Financial Accounting, PowerPoint, Leadership, Real Estate Transactions, Event Planning, Team Building, leases, Negotiating Leases, Lease Administration, Lease Audit
Education
Northern Illinois University 2013 — 2015
Bachelor's Degree, Business/Managerial Economics, 3.3 GPA
Waubonsee Community College 2011 — 2013
Associate’s Degree, Business/Commerce, General, 3.0
Bright Star Management February 2014 - Present
Peter Miller Gallery LTD February 2014 - Present
Handy Mandy Cleaning Company July 2008 - Present
Financial Services January 2014 - April 2014
Octapharma Plasma, Inc. September 2007 - September 2009
Skills
Management, Data Entry, Property Management, Microsoft Office, Customer Service, Microsoft Excel, Healthcare, Administration, Negotiation, Contract Negotiation, Social Media, Phlebotomy, Medical Records, Commercial Real Estate, QuickBooks, Bookkeeping, Administrative..., Notary Public, First Aid Training, Office Management, Training, Real Estate, Time Management, Sales, Marketing, Cpr Certified, Microsoft Word, Financial Statements, Finance, Social Networking, Access, Employee Training, Filing, Budgets, Documentation, Strategic Planning, Business Planning, Successful Business..., Financial Accounting, PowerPoint, Leadership, Real Estate Transactions, Event Planning, Team Building, leases, Negotiating Leases, Lease Administration, Lease Audit
Education
Northern Illinois University 2013 — 2015
Bachelor's Degree, Business/Managerial Economics, 3.3 GPA
Waubonsee Community College 2011 — 2013
Associate’s Degree, Business/Commerce, General, 3.0
Julie Asmussen Julie Asmussen's Financial Services Experience June 2014 - Present
Job Vice President
Industry Information Technology and Services
Experience
Financial Services June 2014 - Present
Financial Services November 2012 - June 2014
Financial Services October 2008 - November 2012
BP 2005 - 2008
BP Products North America 2005 - 2008
Deutsche Bank February 2001 - April 2005
Kraft General Foods 2000 - 2005
Large Scale Consulting Firms February 1999 - January 2001
International Truck and Engine 1998 - 2000
Large Scale Consulting Firms July 1996 - December 1999
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Integration, PMO, Program Management, ITIL, IT Strategy, Project Management, ASP, Access, Budgets, Business Process..., Certified Project..., Change Management, Coaching, Application Lifecycle..., Data Warehousing, DB2, IT Risk Management, Leadership, Oracle, Project Delivery, Requirements Analysis, Release Management, Resource Management, Software Development, Software Project..., VB.NET, Cross-functional Team...
Education
Northern Illinois University 1987 — 1989
MBA
Northern Illinois University
BS
Financial Services June 2014 - Present
Financial Services November 2012 - June 2014
Financial Services October 2008 - November 2012
BP 2005 - 2008
BP Products North America 2005 - 2008
Deutsche Bank February 2001 - April 2005
Kraft General Foods 2000 - 2005
Large Scale Consulting Firms February 1999 - January 2001
International Truck and Engine 1998 - 2000
Large Scale Consulting Firms July 1996 - December 1999
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Integration, PMO, Program Management, ITIL, IT Strategy, Project Management, ASP, Access, Budgets, Business Process..., Certified Project..., Change Management, Coaching, Application Lifecycle..., Data Warehousing, DB2, IT Risk Management, Leadership, Oracle, Project Delivery, Requirements Analysis, Release Management, Resource Management, Software Development, Software Project..., VB.NET, Cross-functional Team...
Education
Northern Illinois University 1987 — 1989
MBA
Northern Illinois University
BS
Ashley Ceaser Ashley Ceaser's Financial Services Experience October 2009 - January 2013
Job Sales & Operations Manager at Food Startup
Industry Food & Beverages
Experience
Food Startup January 2013 - Present
Financial Services October 2009 - January 2013
Skills
Financial Analysis, Project Management, Salesforce.com, Microsoft Office, New Business Development, Marketing, Market Research, Business Development, Business Strategy, Sales, Competitive Analysis, Social Media, Marketing Strategy, Start-ups
Education
Santa Clara University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Food Startup January 2013 - Present
Financial Services October 2009 - January 2013
Skills
Financial Analysis, Project Management, Salesforce.com, Microsoft Office, New Business Development, Marketing, Market Research, Business Development, Business Strategy, Sales, Competitive Analysis, Social Media, Marketing Strategy, Start-ups
Education
Santa Clara University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Matthew Foos Matthew Foos's Financial Services Experience October 2009 - October 2013
Job Sr. Enterprise Architect
Industry Information Technology and Services
Experience
Genesis Web Services October 2013 - Present
Financial Services October 2009 - October 2013
Global Crossing 2008 - 2009
Genesis Web Services May 2005 - June 2008
Harris RF May 2001 - May 2005
USMC June 1998 - May 2001
Skills
Microsoft Technol, Wall Street, Military, Java, .NET, Databases, Oracle HR, MySQL, Microsoft SQL Server, C#, Software Design, Oracle, Web Applications, Subversion, SQL, Software Development, Unix, XML, Web Services, SOA, Enterprise Architecture, Cloud Computing
Education
Rochester Institute of Technology 2001 — 2003
MS, Computer Engineering
State University of New York at Buffalo 1997 — 2001
BS, Computer Engineering
Greece Olympia 1993 — 1997
Regents With Honors
Genesis Web Services October 2013 - Present
Financial Services October 2009 - October 2013
Global Crossing 2008 - 2009
Genesis Web Services May 2005 - June 2008
Harris RF May 2001 - May 2005
USMC June 1998 - May 2001
Skills
Microsoft Technol, Wall Street, Military, Java, .NET, Databases, Oracle HR, MySQL, Microsoft SQL Server, C#, Software Design, Oracle, Web Applications, Subversion, SQL, Software Development, Unix, XML, Web Services, SOA, Enterprise Architecture, Cloud Computing
Education
Rochester Institute of Technology 2001 — 2003
MS, Computer Engineering
State University of New York at Buffalo 1997 — 2001
BS, Computer Engineering
Greece Olympia 1993 — 1997
Regents With Honors
Graziella Louis, M.Sc. Graziella Louis, M.Sc.'s Financial Services Experience July 2014 - Present
Job Financial Advisor
Industry Capital Markets
Experience
FINANCIAL SERVICES July 2014 - Present
Citi August 2013 - July 2014
RBC Capital Markets 2010 - 2012
Sogebank 2005 - 2009
Skills
French, Spanish, English, Eviews, R-Software, Economics, Banking, Corporate Finance, Financial Analysis, Derivatives, Financial Modeling, Investments, Portfolio Management, Financial Markets, Fixed Income, Credit Risk, Management, Risk Management
Education
Université du Québec à Montréal / UQAM 2007 — 2009
Master, Finance
Pontificia Universidad Católica Madre y Maestra 2000 — 2003
Bachelor's degree, Business Administration
FINANCIAL SERVICES July 2014 - Present
Citi August 2013 - July 2014
RBC Capital Markets 2010 - 2012
Sogebank 2005 - 2009
Skills
French, Spanish, English, Eviews, R-Software, Economics, Banking, Corporate Finance, Financial Analysis, Derivatives, Financial Modeling, Investments, Portfolio Management, Financial Markets, Fixed Income, Credit Risk, Management, Risk Management
Education
Université du Québec à Montréal / UQAM 2007 — 2009
Master, Finance
Pontificia Universidad Católica Madre y Maestra 2000 — 2003
Bachelor's degree, Business Administration
Jean Parsons Jean Parsons's Financial Services Experience January 2003 - December 2004
Job Director of Operations at City Securities Corp.
Industry Financial Services
Experience
City Securities Corporation January 2005 - Present
Financial services January 2003 - December 2004
Pershing, a BNY Mellon company March 1982 - December 2002
Skills
Series 7, Series 63, Securities
Education
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.) and Bachelor of Art, Economics and Marketing, 4.0
City Securities Corporation January 2005 - Present
Financial services January 2003 - December 2004
Pershing, a BNY Mellon company March 1982 - December 2002
Skills
Series 7, Series 63, Securities
Education
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.) and Bachelor of Art, Economics and Marketing, 4.0
Patricia Livingston Patricia Livingston's Financial Services Experience February 2002 - October 2003
Job Accounting Assistant at Keller Rohrback L.L.P.
Industry Accounting
Experience
Keller Rohrback L.L.P. February 2014 - Present
Apulent Events October 2010 - Present
Apulent October 2004 - Present
Northwest Benefit Auctions February 1998 - February 2012
Financial Services February 2002 - October 2003
Skills
Budgets, Microsoft Excel, Microsoft Office, Forecasting, Financial Analysis, Accounting, Microsoft Word, Hospitality, Financial Reporting, Management, PowerPoint, Strategic Planning, Finance, Accounts Receivable, Accounts Payable, Event Planning, Event Management, Payroll
Education
Ballard High School
North Seattle Community College
Keller Rohrback L.L.P. February 2014 - Present
Apulent Events October 2010 - Present
Apulent October 2004 - Present
Northwest Benefit Auctions February 1998 - February 2012
Financial Services February 2002 - October 2003
Skills
Budgets, Microsoft Excel, Microsoft Office, Forecasting, Financial Analysis, Accounting, Microsoft Word, Hospitality, Financial Reporting, Management, PowerPoint, Strategic Planning, Finance, Accounts Receivable, Accounts Payable, Event Planning, Event Management, Payroll
Education
Ballard High School
North Seattle Community College
James Fine James Fine's Financial Services Experience April 2013 - Present
Job Store Manager at Financial Services
Industry Retail
Experience
Financial Services April 2013 - Present
TMX Finance 2013 - Present
Sears Holdings Corporation November 2009 - March 2013
Office Depot May 2008 - January 2009
Skills
Store Management, Retail, Merchandising, Loss Prevention, Visual Merchandising, Sales, Inventory Management, Customer Service, Retail Sales, Customer Satisfaction, Profit, Store Operations, Inventory Control, Sales Management, Driving Results
Education
San Jacinto College 2009 — 2013
Associate's degree (December 2013), Behavioral Sciences
Financial Services April 2013 - Present
TMX Finance 2013 - Present
Sears Holdings Corporation November 2009 - March 2013
Office Depot May 2008 - January 2009
Skills
Store Management, Retail, Merchandising, Loss Prevention, Visual Merchandising, Sales, Inventory Management, Customer Service, Retail Sales, Customer Satisfaction, Profit, Store Operations, Inventory Control, Sales Management, Driving Results
Education
San Jacinto College 2009 — 2013
Associate's degree (December 2013), Behavioral Sciences
Melisa Garr Melisa Garr's Financial Services Experience February 2008 - Present
Job Agent at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) February 2010 - Present
Financial Services February 2008 - Present
Skills
Short Sales, Foreclosures, Referrals, Investors, First Time Home Buyers, Investment Properties, Buyer Representation, Real Estate, Residential Homes, FHA, Mortgage Lending, Townhomes, REO, Foreclosure alternatives, Strategic Financial..., Refinance, Finance, Condos, Loans
Education
San Jose State University 1986 — 1989
Bachelor of Arts (B.A.), Marketing, Nutrition
World Financial Group (WFG) February 2010 - Present
Financial Services February 2008 - Present
Skills
Short Sales, Foreclosures, Referrals, Investors, First Time Home Buyers, Investment Properties, Buyer Representation, Real Estate, Residential Homes, FHA, Mortgage Lending, Townhomes, REO, Foreclosure alternatives, Strategic Financial..., Refinance, Finance, Condos, Loans
Education
San Jose State University 1986 — 1989
Bachelor of Arts (B.A.), Marketing, Nutrition
Daniel Dugas MBA Daniel Dugas MBA's Financial Services Experience 1989 - 1995
Job Healthcare IT Consultant
Industry Hospital & Health Care
Experience
Management Consulting Firms 2002 - Present
EMR Vendor - Ophthalmology 2008 - 2009
Technology, Risk Mgt & HealthCare Services 1995 - 2002
Financial Services 1989 - 1995
Healthcare Products 1985 - 1989
Skills
Management Consulting, Strategic Planning, EMR Implementation, IT Outsourcing, Revenue Cycle..., EMR
Education
Oregon Health and Science University School of Medicine 2004 — 2007
Clinical Informatics
Thunderbird School of Global Management 1984 — 1985
Master of Business Administration (MBA), International Finance
UC Berkeley 1976 — 1980
Bachelor's degree, Ethics and Logic
Management Consulting Firms 2002 - Present
EMR Vendor - Ophthalmology 2008 - 2009
Technology, Risk Mgt & HealthCare Services 1995 - 2002
Financial Services 1989 - 1995
Healthcare Products 1985 - 1989
Skills
Management Consulting, Strategic Planning, EMR Implementation, IT Outsourcing, Revenue Cycle..., EMR
Education
Oregon Health and Science University School of Medicine 2004 — 2007
Clinical Informatics
Thunderbird School of Global Management 1984 — 1985
Master of Business Administration (MBA), International Finance
UC Berkeley 1976 — 1980
Bachelor's degree, Ethics and Logic
Patrick J. Palkovic's Financial Services Experience April 2011 - Present
Job Director of Business Development
Industry Financial Services
Experience
Financial Services April 2011 - Present
Century Negotiations, Inc. November 2005 - April 2011
Skills
Team Building, Team Leadership, Communication, Negotiation, Public Speaking, Building Relationships, Business Development, Change Management, Positivity, Solutions Focused, Personal Development, Training, Accounting, Statistics, Social Media, Management Consulting, Leadership, Analysis, Management, Marketing, Microsoft Excel, Customer Service, Microsoft Office
Education
Saint Vincent College 1998 — 2003
Bachelor of Science (BS), Accounting and Finance
Financial Services April 2011 - Present
Century Negotiations, Inc. November 2005 - April 2011
Skills
Team Building, Team Leadership, Communication, Negotiation, Public Speaking, Building Relationships, Business Development, Change Management, Positivity, Solutions Focused, Personal Development, Training, Accounting, Statistics, Social Media, Management Consulting, Leadership, Analysis, Management, Marketing, Microsoft Excel, Customer Service, Microsoft Office
Education
Saint Vincent College 1998 — 2003
Bachelor of Science (BS), Accounting and Finance
Krista Jusczak Krista Jusczak's Financial Services Experience February 2003 - September 2010
Job Talent Acquisition at Verus Consulting Group LLC
Industry Financial Services
Experience
Verus Consulting Group LLC September 2013 - Present
Placement with Purpose, LLC January 2013 - September 2013
IS Leaders, Inc. November 2012 - September 2013
McKinley Consulting (NOVON Consulting Wholly Owned Subsidiary of McKinley Consulting ) November 2010 - August 2012
Novon Consulting - Wells Fargo November 2010 - February 2011
Financial Services February 2003 - September 2010
Skills
Marketing, Client Relationship..., Experienced Trainer, Proficient event..., Engaging presenter and..., Pareto Systems..., Recruiting, CRM, Business Analysis, Leadership, Process Improvement, Sales, Account Management, Performance Management, Consulting, Human Resources, Independent Consultant, Business Process, Management, Vendor Management, Temporary Placement, Financial Services, Professional Services, SDLC, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Contract Recruitment, Strategy, Benefits Negotiation, Sourcing, College Recruiting
Education
Brown Institute 1990 — 1992
Associates Degree, Communications
Elk River
North Hennepin Community College
Generals
Verus Consulting Group LLC September 2013 - Present
Placement with Purpose, LLC January 2013 - September 2013
IS Leaders, Inc. November 2012 - September 2013
McKinley Consulting (NOVON Consulting Wholly Owned Subsidiary of McKinley Consulting ) November 2010 - August 2012
Novon Consulting - Wells Fargo November 2010 - February 2011
Financial Services February 2003 - September 2010
Skills
Marketing, Client Relationship..., Experienced Trainer, Proficient event..., Engaging presenter and..., Pareto Systems..., Recruiting, CRM, Business Analysis, Leadership, Process Improvement, Sales, Account Management, Performance Management, Consulting, Human Resources, Independent Consultant, Business Process, Management, Vendor Management, Temporary Placement, Financial Services, Professional Services, SDLC, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Contract Recruitment, Strategy, Benefits Negotiation, Sourcing, College Recruiting
Education
Brown Institute 1990 — 1992
Associates Degree, Communications
Elk River
North Hennepin Community College
Generals
Erin Ely Erin Ely's Financial Services Experience October 2008 - Present
Job Slow Money SWV local leader
Industry Cosmetics
Experience
Slow Money South Willamette Valley (SWV) 2013 - Present
Miessence March 2005 - Present
Ely Organics March 2005 - Present
financial services October 2008 - Present
Bioneers October 2007 - October 2012
Eugene Village School 2000 - 2008
Kutsinhira Cultural Arts Center 2000 - 2007
Helios Resource Network 2005 - 2005
Lane County Democrats 2004 - 2004
United States Forest Service June 1980 - June 1992
Skills
Organic Products, Direct Sales, Conferences, Non-profits, Fundraising, Social Media Marketing, Event Planning, Office Administration, Events, Social Media, Coaching, Strategic Planning, Grant Writing, Public Speaking, Marketing, Public Relations, Marketing Strategy, Entrepreneurship, Social Networking, Nonprofits, Blogging, Project Management, Online Marketing, Sustainability, Start-ups, Corporate Social..., Strategy, Leadership, Event Management, Team Building, Leadership Development, Small Business, Training, Community Outreach, Marketing Communications, Management, Organizational..., Business Planning, Online Advertising, Volunteer Management, Newsletters, Workshop Facilitation, Budgets, Business Development, Research, Nutrition, New Business Development, Customer Service, SEO, Team Leadership
Education
Oregon State University 1981 — 1983
Bachelor of Science, Forest Management
The University of New Mexico 1973 — 1977
BUS, Biology, Chemistry
Slow Money South Willamette Valley (SWV) 2013 - Present
Miessence March 2005 - Present
Ely Organics March 2005 - Present
financial services October 2008 - Present
Bioneers October 2007 - October 2012
Eugene Village School 2000 - 2008
Kutsinhira Cultural Arts Center 2000 - 2007
Helios Resource Network 2005 - 2005
Lane County Democrats 2004 - 2004
United States Forest Service June 1980 - June 1992
Skills
Organic Products, Direct Sales, Conferences, Non-profits, Fundraising, Social Media Marketing, Event Planning, Office Administration, Events, Social Media, Coaching, Strategic Planning, Grant Writing, Public Speaking, Marketing, Public Relations, Marketing Strategy, Entrepreneurship, Social Networking, Nonprofits, Blogging, Project Management, Online Marketing, Sustainability, Start-ups, Corporate Social..., Strategy, Leadership, Event Management, Team Building, Leadership Development, Small Business, Training, Community Outreach, Marketing Communications, Management, Organizational..., Business Planning, Online Advertising, Volunteer Management, Newsletters, Workshop Facilitation, Budgets, Business Development, Research, Nutrition, New Business Development, Customer Service, SEO, Team Leadership
Education
Oregon State University 1981 — 1983
Bachelor of Science, Forest Management
The University of New Mexico 1973 — 1977
BUS, Biology, Chemistry
Vince Lambri, MBA Vince Lambri, MBA's Financial Services Experience October 2009 - April 2012
Job Instructor at Branford Hall Career Institute
Industry Higher Education
Experience
Branford Hall Career Institute April 2012 - Present
World Instructor Training School January 2009 - Present
VLF, LLC May 1994 - Present
Isagenix 2015 - 2015
Financial Services October 2009 - April 2012
Healthtrax/Gaylord Wellness Center September 2005 - September 2009
Curves February 2004 - February 2008
EveryBody Fitness February 2000 - March 2006
Eastside Medical Associates 1993 - 2003
NBC Studios 1992 - 1993
Skills
Teaching, Public Speaking, Personnel Management, Education Services, Website Development, Business Management, Personal Training, Lifestyle Coaching, Strategic Management, Internet Applications, Business Strategy, Wellness, Entrepreneurship, Management, CRM, Holistic Health, Program Management, Leadership, Nutrition, Wellness Coaching, Fitness, Healthcare, Operations Management, Web Applications, Customer Service, Exercise Physiology, Small Business, Team Building, Microsoft Word, Coaching, Training, Fitness Training, Operant Conditioning, Strength Training, Nutritional Counseling, Weight Training, Sports Nutrition, Functional Training, Lifestyle, Athletics
Education
JFK
Western Governors University
MBA, Healthcare Management
Northwestern University
Doctorate
State University of New York at Stony Brook
B.S, Biology
Branford Hall Career Institute April 2012 - Present
World Instructor Training School January 2009 - Present
VLF, LLC May 1994 - Present
Isagenix 2015 - 2015
Financial Services October 2009 - April 2012
Healthtrax/Gaylord Wellness Center September 2005 - September 2009
Curves February 2004 - February 2008
EveryBody Fitness February 2000 - March 2006
Eastside Medical Associates 1993 - 2003
NBC Studios 1992 - 1993
Skills
Teaching, Public Speaking, Personnel Management, Education Services, Website Development, Business Management, Personal Training, Lifestyle Coaching, Strategic Management, Internet Applications, Business Strategy, Wellness, Entrepreneurship, Management, CRM, Holistic Health, Program Management, Leadership, Nutrition, Wellness Coaching, Fitness, Healthcare, Operations Management, Web Applications, Customer Service, Exercise Physiology, Small Business, Team Building, Microsoft Word, Coaching, Training, Fitness Training, Operant Conditioning, Strength Training, Nutritional Counseling, Weight Training, Sports Nutrition, Functional Training, Lifestyle, Athletics
Education
JFK
Western Governors University
MBA, Healthcare Management
Northwestern University
Doctorate
State University of New York at Stony Brook
B.S, Biology
David Mandler David Mandler's Financial Services Experience May 1997 - January 2011
Job Partner at Quattro Advisors
Industry Financial Services
Experience
Quattro Advisors 2011 - Present
Financial Services May 1997 - January 2011
Skills
Financial Analysis, Asset Management, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Modeling, Retirement
Education
Penn State University 1993 — 1997
B.S., Business
Upper St. Clair 1990 — 1993
Quattro Advisors 2011 - Present
Financial Services May 1997 - January 2011
Skills
Financial Analysis, Asset Management, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Modeling, Retirement
Education
Penn State University 1993 — 1997
B.S., Business
Upper St. Clair 1990 — 1993
Greg Jessup Greg Jessup's Financial Services Experience June 2010 - Present
Job Director of Technology
Industry Financial Services
Experience
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
DOUG BIELEFELDT DOUG BIELEFELDT's Financial Services Experience 1993 - 2008
Job LPL Financial Planner / LPL Registered Principal / LPL Branch Manager
Industry Financial Services
Experience
LPL Financial 2008 - Present
Financial Services 1993 - 2008
Oregon Forest Management Services 1985 - 1993
Skills
Investment Advisory, Wealth Management..., Personal Financial..., Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Series 7, Series 24, Securities, Investments
Education
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Forest Management/Forest Resources Management
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Soil Sciences
LPL Financial 2008 - Present
Financial Services 1993 - 2008
Oregon Forest Management Services 1985 - 1993
Skills
Investment Advisory, Wealth Management..., Personal Financial..., Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Series 7, Series 24, Securities, Investments
Education
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Forest Management/Forest Resources Management
Oregon State University 1980 — 1984
Bachelor of Science (B.S.), Soil Sciences
Adrian LeRay adrianleray@yahoo.com Adrian LeRay adrianleray@yahoo.com's Financial Services Experience January 2012 - Present
Job Entrepreneur Sales
Industry Financial Services
Experience
Financial Services January 2012 - Present
San Diego Padres April 2011 - September 2012
San Diego State University September 2005 - May 2006
City of San Diego September 2001 - August 2005
Education
San Diego State University-California State University 2005 — 2011
Sociology, Liberal Arts and Sciences
Financial Services January 2012 - Present
San Diego Padres April 2011 - September 2012
San Diego State University September 2005 - May 2006
City of San Diego September 2001 - August 2005
Education
San Diego State University-California State University 2005 — 2011
Sociology, Liberal Arts and Sciences
John Mulhausen John Mulhausen's Financial Services Experience March 2008 - Present
Job Vice President at Financial Services
Industry Banking
Experience
financial Services March 2008 - Present
Financial Services January 2005 - March 2008
Financial Services July 2002 - December 2004
Education
Northwestern University 1998 — 2002
Marketing
financial Services March 2008 - Present
Financial Services January 2005 - March 2008
Financial Services July 2002 - December 2004
Education
Northwestern University 1998 — 2002
Marketing
Kristen Marasco Kristen Marasco's Financial Services Experience August 2009 - Present
Job Helping families reach their insurance needs and retirement goals.
Industry Financial Services
Experience
Financial Services August 2009 - Present
Global Talent Agency February 2008 - July 2009
B-Train Films June 2007 - January 2008
Sony Pictures Entertainment June 2006 - May 2007
NBC Universal January 2006 - June 2006
New Jersey State Police September 2005 - May 2006
Skills
Advertising, Management, Press Releases, Project Management, Sales
Education
Rider University 2002 — 2006
Bachelors, Communications/Journalism
Financial Services August 2009 - Present
Global Talent Agency February 2008 - July 2009
B-Train Films June 2007 - January 2008
Sony Pictures Entertainment June 2006 - May 2007
NBC Universal January 2006 - June 2006
New Jersey State Police September 2005 - May 2006
Skills
Advertising, Management, Press Releases, Project Management, Sales
Education
Rider University 2002 — 2006
Bachelors, Communications/Journalism
Jolie Fontana-Black Jolie Fontana-Black's Financial Services Experience January 2008 - August 2014
Job Consultation/Drafting Estate Planning Document Professional Arizona Supreme Court Certified
Industry Financial Services
Experience
Arizona Supreme Court Certified Legal Document Professional January 2007 - Present
Non Profit Education Advocacy August 2014 - June 2015
Financial Services January 2008 - August 2014
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Financial Services, Retirement, Portfolio Management, Mutual Funds, Asset Management, Insurance, Estate Planning
Education
Northern Arizona University
Bachelor's degree, Journalism
Northern Arizona University
BS Journalism, Journalism
Arizona Supreme Court Certified Legal Document Professional January 2007 - Present
Non Profit Education Advocacy August 2014 - June 2015
Financial Services January 2008 - August 2014
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Financial Services, Retirement, Portfolio Management, Mutual Funds, Asset Management, Insurance, Estate Planning
Education
Northern Arizona University
Bachelor's degree, Journalism
Northern Arizona University
BS Journalism, Journalism
Mark Mattingly's Financial Services Experience June 2006 - Present
Job IT and Telecommunications Leader, Marketing and Business Development Specialist
Industry Information Technology and Services
Experience
Financial Services June 2006 - Present
Impact Training Solutions September 2003 - May 2006
AT&T June 1997 - September 2003
AT&T 1997 - 2003
AT&T 1997 - 2003
Skills
Telecommunications, Leadership, Leadership Development, Cross-functional Team..., New Business Development, Entrepreneurship, Process Improvement, Team Building, Change Management, Networking, Business Strategy, Direct Sales, Cold Calling, Vendor Management, Wireless, Project Management, VoIP
Education
Oklahoma State University 1995 — 1997
Master of Science (MS)
Oklahoma State University 1991 — 1995
Bachelors of Science (BS)
Financial Services June 2006 - Present
Impact Training Solutions September 2003 - May 2006
AT&T June 1997 - September 2003
AT&T 1997 - 2003
AT&T 1997 - 2003
Skills
Telecommunications, Leadership, Leadership Development, Cross-functional Team..., New Business Development, Entrepreneurship, Process Improvement, Team Building, Change Management, Networking, Business Strategy, Direct Sales, Cold Calling, Vendor Management, Wireless, Project Management, VoIP
Education
Oklahoma State University 1995 — 1997
Master of Science (MS)
Oklahoma State University 1991 — 1995
Bachelors of Science (BS)
Jeffrey Kolikof, MBA's Financial Services Experience May 2002 - June 2010
Job President at Landmark Business Partners
Industry Management Consulting
Experience
Landmark Business Partners May 2010 - Present
Financial Services May 2002 - June 2010
International Profit Associates 2008 - March 2010
IPA Management Consultants 2008 - 2010
Kolikof Management 2002 - 2010
George S. May International 2007 - 2008
New York Life 2003 - 2005
GTE Government Systems 1989 - 1993
Skills
Business Planning, Market Planning, Quickbooks, Incentive Programs, Management Consulting, QuickBooks, Business Development, Cash Management, Forecasting, Job Coaching, Job Descriptions, Key Account Management, Leadership, Cross-functional Team..., Operations Management, Start-ups, Strategy, Organizational..., Project Management, Finance, Business Process..., Executive Management, Training, Coaching, Mergers & Acquisitions, Business Analysis, Change Management, Team Building, Leadership Development, Analysis, Entrepreneurship, Business Strategy, Sales, Management, Pricing, Marketing, Financial Analysis, Small Business, Process Improvement, Business Transformation, Performance Management, Strategic Planning, Performance Improvement, Strategic Financial..., Human Resources, Program Management, Consulting, Organizational Design, Strategic Consulting, Executive Coaching
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Northeastern University 1977 — 1987
BS, Computer Science
Landmark Business Partners May 2010 - Present
Financial Services May 2002 - June 2010
International Profit Associates 2008 - March 2010
IPA Management Consultants 2008 - 2010
Kolikof Management 2002 - 2010
George S. May International 2007 - 2008
New York Life 2003 - 2005
GTE Government Systems 1989 - 1993
Skills
Business Planning, Market Planning, Quickbooks, Incentive Programs, Management Consulting, QuickBooks, Business Development, Cash Management, Forecasting, Job Coaching, Job Descriptions, Key Account Management, Leadership, Cross-functional Team..., Operations Management, Start-ups, Strategy, Organizational..., Project Management, Finance, Business Process..., Executive Management, Training, Coaching, Mergers & Acquisitions, Business Analysis, Change Management, Team Building, Leadership Development, Analysis, Entrepreneurship, Business Strategy, Sales, Management, Pricing, Marketing, Financial Analysis, Small Business, Process Improvement, Business Transformation, Performance Management, Strategic Planning, Performance Improvement, Strategic Financial..., Human Resources, Program Management, Consulting, Organizational Design, Strategic Consulting, Executive Coaching
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Northeastern University 1977 — 1987
BS, Computer Science
Somar Bhangay's Financial Services Experience June 2000 - August 2002
Job
Industry Information Technology and Services
Experience
Agile Alliance Solutions August 2013 - Present
James Hardie Building Products March 2010 - August 2013
ASICS America August 2008 - February 2010
Virco Manufacturing April 2007 - August 2008
Cognizant Technology Solutions January 2007 - April 2007
Intelligroup March 2004 - December 2006
Financial Services June 2000 - August 2002
Skills
SAP ERP, Host Analytics, BlackLine, SAP R/3, SAP, ERP, SAP FICO, Business Process, Business Analysis, Requirements Analysis, ECC, SAP BPC, Integration, SAP Implementation, Project Management, SAP HR, SAP Financial, SAP SRM, ABAP, SAP Netweaver, SAP MM, SAP FI, SAP Configuration, SAP BW, Software Project..., Process Improvement, Change Management, SAP SD, Data Warehousing, IT Strategy, Visio, PMP, Analysis, Business Process..., Business Process..., Business Objects, Project Portfolio..., SDLC, Business Process Design, EPM, Forecasting, Corporate FP&A, IFRS, IAS 39, Project Delivery, Requirements Gathering, Project Planning, CRM, SAP EPM, SAP HANA
Education
Texas A&M University-Commerce 2002 — 2004
MBA
Shivaji University 1997 — 1999
MBA
Osmania University 1993 — 1997
Engineering
HVS High School 1980 — 1991
Agile Alliance Solutions August 2013 - Present
James Hardie Building Products March 2010 - August 2013
ASICS America August 2008 - February 2010
Virco Manufacturing April 2007 - August 2008
Cognizant Technology Solutions January 2007 - April 2007
Intelligroup March 2004 - December 2006
Financial Services June 2000 - August 2002
Skills
SAP ERP, Host Analytics, BlackLine, SAP R/3, SAP, ERP, SAP FICO, Business Process, Business Analysis, Requirements Analysis, ECC, SAP BPC, Integration, SAP Implementation, Project Management, SAP HR, SAP Financial, SAP SRM, ABAP, SAP Netweaver, SAP MM, SAP FI, SAP Configuration, SAP BW, Software Project..., Process Improvement, Change Management, SAP SD, Data Warehousing, IT Strategy, Visio, PMP, Analysis, Business Process..., Business Process..., Business Objects, Project Portfolio..., SDLC, Business Process Design, EPM, Forecasting, Corporate FP&A, IFRS, IAS 39, Project Delivery, Requirements Gathering, Project Planning, CRM, SAP EPM, SAP HANA
Education
Texas A&M University-Commerce 2002 — 2004
MBA
Shivaji University 1997 — 1999
MBA
Osmania University 1993 — 1997
Engineering
HVS High School 1980 — 1991
Nasrudin Methani M. Bus, PMP's Financial Services Experience January 2013 - Present
Job Project Manager
Industry Financial Services
Experience
Financial Services January 2013 - Present
Multivision Inc May 2008 - October 2012
Sierrra Infosys Inc July 2007 - May 2008
Project People November 2006 - July 2007
City Pacific Finance February 2005 - August 2005
Technology One February 2002 - February 2005
Skills
Program Management, Project Management, Software Project..., Product Management, Agile Methodologies, SDLC, Business Analysis, Business Development, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Vendor Management, Analytics, Software Development, SQL, .NET, Oracle, C#, VB.NET, ASP.NET
Education
RMIT University 2005 — 2005
Master of Business, Information Technology
Babasaheb Naik College of Engineering 1989 — 1993
Bachelor of Engineering, Computers
Financial Services January 2013 - Present
Multivision Inc May 2008 - October 2012
Sierrra Infosys Inc July 2007 - May 2008
Project People November 2006 - July 2007
City Pacific Finance February 2005 - August 2005
Technology One February 2002 - February 2005
Skills
Program Management, Project Management, Software Project..., Product Management, Agile Methodologies, SDLC, Business Analysis, Business Development, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Vendor Management, Analytics, Software Development, SQL, .NET, Oracle, C#, VB.NET, ASP.NET
Education
RMIT University 2005 — 2005
Master of Business, Information Technology
Babasaheb Naik College of Engineering 1989 — 1993
Bachelor of Engineering, Computers
Adam Nestel's Financial Services Experience CSASmith Barney2004 - 2006
Job CSA at Financial Services
Industry Financial Services
Experience
Financial Services CSASmith Barney2004 - 2006
Education
University of Phoenix 2007 — 2009
MBA, business
North Central College 2001 — 2005
Financial Services CSASmith Barney2004 - 2006
Education
University of Phoenix 2007 — 2009
MBA, business
North Central College 2001 — 2005
Kenneth Loderick's Financial Services Experience July 2008 - Present
Job Business Analyst at Evergreen Investments
Industry Financial Services
Experience
Financial services July 2008 - Present
Evergreen Investments (Wachovia) August 1995 - September 2007
Marshalls 1992 - 1995
Warner Lambert 1980 - 1991
Skills
Access, SQL, Excel, JCL, COBOL, ISPF, IBM Utilities, TSO, Microsoft Excel, Training, SDLC, CICS, Payroll, Visio, Project Management, Requirements Analysis, Software Documentation
Education
Chubb Institute for Computer Technology 1976 — 1977
Certificate
Seton Hall University
BA
Summit High School
Financial services July 2008 - Present
Evergreen Investments (Wachovia) August 1995 - September 2007
Marshalls 1992 - 1995
Warner Lambert 1980 - 1991
Skills
Access, SQL, Excel, JCL, COBOL, ISPF, IBM Utilities, TSO, Microsoft Excel, Training, SDLC, CICS, Payroll, Visio, Project Management, Requirements Analysis, Software Documentation
Education
Chubb Institute for Computer Technology 1976 — 1977
Certificate
Seton Hall University
BA
Summit High School
Laureen Needham's Financial Services Experience August 2009 - Present
Job Independant Financial Services Professional
Industry Financial Services
Experience
Financial Services August 2009 - Present
MFS Investment Management February 1994 - July 2009
Skills
Mutual Funds, Strategic Planning, Business Strategy, Securities, Strategic Financial..., Investments, Business Development, Portfolio Management, Risk Management, New Business Development, Business Analysis, Process Improvement, Vendor Management, Start-ups
Education
Regis College
BA, Business Management/Marketing
Financial Services August 2009 - Present
MFS Investment Management February 1994 - July 2009
Skills
Mutual Funds, Strategic Planning, Business Strategy, Securities, Strategic Financial..., Investments, Business Development, Portfolio Management, Risk Management, New Business Development, Business Analysis, Process Improvement, Vendor Management, Start-ups
Education
Regis College
BA, Business Management/Marketing
Carolyn D. Goldman's Financial Services Experience 2009 - Present
Job Banking Professional
Industry Banking
Experience
Financial Services 2009 - Present
JPMorgan Chase 2008 - 2008
GMAC/ Ally Bank ResCap 2005 - 2006
JPMorgan Chase 2000 - 2003
Citigroup 1995 - 2000
MetLife Financial Services 1985 - 1995
Skills
Banking, Credit, Business Analysis, Risk Management, Portfolio Management, Investments, Financial Services, Strategy, Management, Financial Analysis
Education
New York University 2001 — 2003
M.S., Management & Systems
Stony Brook University 1981 — 1985
B.S., Applied Mathematics & Statistics
Other
Financial Services 2009 - Present
JPMorgan Chase 2008 - 2008
GMAC/ Ally Bank ResCap 2005 - 2006
JPMorgan Chase 2000 - 2003
Citigroup 1995 - 2000
MetLife Financial Services 1985 - 1995
Skills
Banking, Credit, Business Analysis, Risk Management, Portfolio Management, Investments, Financial Services, Strategy, Management, Financial Analysis
Education
New York University 2001 — 2003
M.S., Management & Systems
Stony Brook University 1981 — 1985
B.S., Applied Mathematics & Statistics
Other
Lewis Katz's Financial Services Experience 1996 - 2005
Job Founder Clamour & Blackboard Advisors
Industry Executive Office
Experience
Clamour August 2013 - Present
Blackboard Advisors 2012 - Present
Lombard Odier Asset Management US 2007 - 2012
Dillon Read Capital Management 2005 - 2007
Financial Services 1996 - 2005
Skills
Hedge Funds, Securities, Credit, Buy-side, Traders, Business Strategy, Business Management, Global Business..., Portfolio Management, Portfolio Strategy, Risk Management, Business Development, Prime Brokerage, Recruiting, Asset Managment, Syndicate, Contract Negotiation, Infrastructure, Business Launch, Trading, Asset Management, Management, Alternative Investments, Financial Services, Venture Capital, Philanthropy, Marketing Strategy, Capital Markets, Capital Raising, Crowdfunding, Networking, Sales, Team Management, Start-ups, Investments
Education
Northeastern University 1992 — 1996
Clamour August 2013 - Present
Blackboard Advisors 2012 - Present
Lombard Odier Asset Management US 2007 - 2012
Dillon Read Capital Management 2005 - 2007
Financial Services 1996 - 2005
Skills
Hedge Funds, Securities, Credit, Buy-side, Traders, Business Strategy, Business Management, Global Business..., Portfolio Management, Portfolio Strategy, Risk Management, Business Development, Prime Brokerage, Recruiting, Asset Managment, Syndicate, Contract Negotiation, Infrastructure, Business Launch, Trading, Asset Management, Management, Alternative Investments, Financial Services, Venture Capital, Philanthropy, Marketing Strategy, Capital Markets, Capital Raising, Crowdfunding, Networking, Sales, Team Management, Start-ups, Investments
Education
Northeastern University 1992 — 1996
Brett Threlkeld's Financial Services Experience September 2012 - May 2014
Job Senior Director, Institutional RFP Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
Art Bardwell's Financial Services Experience
Job Owner, Financial Services
Industry Accounting
Experience
Financial Services
Skills
Tax, Accounting, Bookkeeping, Quickbooks, Small Business, Income Tax, Tax Preparation, Non-profits, Financial Analysis, QuickBooks, Budgets, Start-ups, Nonprofits, Investments, Management, Insurance, Sales, Project Management, Public Speaking, Customer Service, Leadership, Contract Negotiation, Team Building, Microsoft Office, Strategic Planning
Education
New Mexico State University 1987 — 1989
Financial Services
Skills
Tax, Accounting, Bookkeeping, Quickbooks, Small Business, Income Tax, Tax Preparation, Non-profits, Financial Analysis, QuickBooks, Budgets, Start-ups, Nonprofits, Investments, Management, Insurance, Sales, Project Management, Public Speaking, Customer Service, Leadership, Contract Negotiation, Team Building, Microsoft Office, Strategic Planning
Education
New Mexico State University 1987 — 1989
Rick J. Turturro's Financial Services Experience April 2004 - April 2012
Job Director Finance and Analysis, Associate Broker
Industry Real Estate
Experience
Coldwell Banker April 2012 - Present
Financial Services April 2004 - April 2012
EIM Management (USA) Inc. November 2002 - January 2004
Equistar Consolidated Holdings 1998 - 2001
Moore Capital Management December 1991 - May 1997
Citicorp Investment Bank July 1987 - December 1991
Chemical Bank February 1982 - July 1987
Skills
Private Equity, Analysis, Portfolio Management, Alternative Investments, Finance, Derivatives, Fixed Income, Leadership, Credit, Risk Management, Equities, Bloomberg, Program Management, Hedge Funds, Securities, Corporate Finance, Public Speaking, Asset Management, Management, Investments, Strategic Planning, Customer Service, Sales, Real Estate
Education
New York University 1997 — 1998
CFP, Certified Financial Planner
New York University 1984 — 1988
Master of Business Administration (M.B.A.), Corporate Finance
State University of New York at Stony Brook 1977 — 1982
Bachelor of Arts (B.A.), Hispanic Language and Literature/Political Science - International Relations
Miller Place High School 1973 — 1977
HS Diploma, Regents High School Diploma
Coldwell Banker April 2012 - Present
Financial Services April 2004 - April 2012
EIM Management (USA) Inc. November 2002 - January 2004
Equistar Consolidated Holdings 1998 - 2001
Moore Capital Management December 1991 - May 1997
Citicorp Investment Bank July 1987 - December 1991
Chemical Bank February 1982 - July 1987
Skills
Private Equity, Analysis, Portfolio Management, Alternative Investments, Finance, Derivatives, Fixed Income, Leadership, Credit, Risk Management, Equities, Bloomberg, Program Management, Hedge Funds, Securities, Corporate Finance, Public Speaking, Asset Management, Management, Investments, Strategic Planning, Customer Service, Sales, Real Estate
Education
New York University 1997 — 1998
CFP, Certified Financial Planner
New York University 1984 — 1988
Master of Business Administration (M.B.A.), Corporate Finance
State University of New York at Stony Brook 1977 — 1982
Bachelor of Arts (B.A.), Hispanic Language and Literature/Political Science - International Relations
Miller Place High School 1973 — 1977
HS Diploma, Regents High School Diploma
Simaya Kelly's Financial Services Experience July 2014 - Present
Job Contractor
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
Financial Services July 2014 - Present
Uno de 50 USA (Flagship) November 2012 - October 2013
Bloomingdale's November 2011 - November 2012
J.Crew February 2011 - August 2011
J.Crew August 2008 - August 2010
Skills
Visual Merchandising, Merchandising, Customer Service, Fashion, Management, New Store Openings, Store Operations, Retail, Window Displays, Training, Event Planning, Microsoft Office, Inventory Management, Social Media, Retail Sales, Merchandise Planning, Driving Results, Recruiting, Microsoft Excel, Customer Satisfaction, Sales, Trend, Social Media Marketing, Styling, Luxury Goods, Leadership, PowerPoint, Microsoft Word, Apparel, Inventory Control, Hiring, Clienteling, POS, Fashion Shows, Fashion Buying, Employee Training, Event Management, Facebook, Outlook, Data Entry, Marketing Strategy, Leadership Development, Social Networking, Team Building, Teamwork, Coaching, Team Leadership, Employee Relations, Customer Experience, Salesforce Training
Education
North Carolina Central University 2003 — 2008
BMO Capital Markets March 2015 - Present
Financial Services July 2014 - Present
Uno de 50 USA (Flagship) November 2012 - October 2013
Bloomingdale's November 2011 - November 2012
J.Crew February 2011 - August 2011
J.Crew August 2008 - August 2010
Skills
Visual Merchandising, Merchandising, Customer Service, Fashion, Management, New Store Openings, Store Operations, Retail, Window Displays, Training, Event Planning, Microsoft Office, Inventory Management, Social Media, Retail Sales, Merchandise Planning, Driving Results, Recruiting, Microsoft Excel, Customer Satisfaction, Sales, Trend, Social Media Marketing, Styling, Luxury Goods, Leadership, PowerPoint, Microsoft Word, Apparel, Inventory Control, Hiring, Clienteling, POS, Fashion Shows, Fashion Buying, Employee Training, Event Management, Facebook, Outlook, Data Entry, Marketing Strategy, Leadership Development, Social Networking, Team Building, Teamwork, Coaching, Team Leadership, Employee Relations, Customer Experience, Salesforce Training
Education
North Carolina Central University 2003 — 2008
Rajeev Makhija's Financial Services Experience January 2013 - Present
Job Lead BPM Architect at Financial Services Company
Industry Information Technology and Services
Experience
Financial Services January 2013 - Present
HTC Global Services April 2007 - Present
Asian CERC Information Technology Ltd. January 2006 - March 2007
Skills
Software Project..., SDLC, Global Delivery, Agile Project Management, Requirements Analysis, Pre-sales, Program Management, Vendor Management, Solution Architecture, Project Management, Business Process Design, ERP, Business Process...
Education
Panjab University 1988 — 1993
Panjab University 1980 — 1986
Financial Services January 2013 - Present
HTC Global Services April 2007 - Present
Asian CERC Information Technology Ltd. January 2006 - March 2007
Skills
Software Project..., SDLC, Global Delivery, Agile Project Management, Requirements Analysis, Pre-sales, Program Management, Vendor Management, Solution Architecture, Project Management, Business Process Design, ERP, Business Process...
Education
Panjab University 1988 — 1993
Panjab University 1980 — 1986
Mike Guerrero, CFP®'s Financial Services Experience January 2004 - December 2010
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Financial Services January 2004 - December 2010
Education
San Francisco State University
BS, Business Administration, Management
Fidelity Investments November 2010 - Present
Financial Services January 2004 - December 2010
Education
San Francisco State University
BS, Business Administration, Management
George Mougridis's Financial Services Experience November 1998 - January 2003
Job Market Credit Manager at GE Capital
Industry Consumer Services
Experience
GE Capital February 2003 - Present
Financial Services November 1998 - January 2003
Sam's Club June 1986 - October 1998
Skills
Credit, Six Sigma, Financial Analysis, Sales Management, Sales, Strategic Planning, Process Improvement, New Business Development, Account Management, Project Management, Customer Service, CRM, Forecasting, Business Strategy, Marketing Strategy, Team Leadership, Coaching, Team Building, Program Management, Sales Operations, Business Development, Cross-functional Team..., Relationship Management, Marketing
Education
University of North Texas 2006 — 2009
Master of Business Administration (MBA), Finance, General, 3.851
Missouri State University 1983 — 1988
Bachelor's of Science, Accounting, Management and Management HR
Vincennes University 1981 — 1982
Business Administration and Management, General
GE Capital February 2003 - Present
Financial Services November 1998 - January 2003
Sam's Club June 1986 - October 1998
Skills
Credit, Six Sigma, Financial Analysis, Sales Management, Sales, Strategic Planning, Process Improvement, New Business Development, Account Management, Project Management, Customer Service, CRM, Forecasting, Business Strategy, Marketing Strategy, Team Leadership, Coaching, Team Building, Program Management, Sales Operations, Business Development, Cross-functional Team..., Relationship Management, Marketing
Education
University of North Texas 2006 — 2009
Master of Business Administration (MBA), Finance, General, 3.851
Missouri State University 1983 — 1988
Bachelor's of Science, Accounting, Management and Management HR
Vincennes University 1981 — 1982
Business Administration and Management, General
Kyle Butterfield's Financial Services Experience January 1981 - Present
Job Rep at Primary Financial Services
Industry Financial Services
Experience
Financial Services January 1981 - Present
Regency Credit LLC 1997 - 2007
Milliken & Michaels 1992 - 1994
FM SERVICES 1988 - 1991
F M Services 1988 - 1991
Skills
Account Management, Accounts Receivable, Banking, Bankruptcy, Business Development, Business Strategy, Call Center, Call Centers, Contract Negotiation, Credit, Credit Analysis, Credit Cards, Credit Risk, Customer Retention, Customer Service, Debt Management, Debt Settlement, Direct Sales, Due Diligence, Executive Management, Financial Analysis, Forecasting, Insurance, Leadership, Loans, Management, Mergers, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Operations Management, Portfolio Management, Process Improvement, Recoveries, Risk Management, Sales, Sales Management, Skip Tracing, Start-ups, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
Phoenix College 1990 — 1992
Financial Services January 1981 - Present
Regency Credit LLC 1997 - 2007
Milliken & Michaels 1992 - 1994
FM SERVICES 1988 - 1991
F M Services 1988 - 1991
Skills
Account Management, Accounts Receivable, Banking, Bankruptcy, Business Development, Business Strategy, Call Center, Call Centers, Contract Negotiation, Credit, Credit Analysis, Credit Cards, Credit Risk, Customer Retention, Customer Service, Debt Management, Debt Settlement, Direct Sales, Due Diligence, Executive Management, Financial Analysis, Forecasting, Insurance, Leadership, Loans, Management, Mergers, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Operations Management, Portfolio Management, Process Improvement, Recoveries, Risk Management, Sales, Sales Management, Skip Tracing, Start-ups, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
Phoenix College 1990 — 1992
Ken Brisard's Financial Services Experience June 2002 - Present
Job President at Brisard & Brisard Inc
Industry Financial Services
Experience
Financial Services June 2002 - Present
Raymond James Financial, Inc. March 1997 - June 2002
Skills
Retirement Planning, Mutual Funds, 401k, Strategic Planning, Investments, Financial Planning, Asset Management, Budgeting, Sales Management, New Business Development, Wealth Management, Portfolio Management, Retirement, Bonds, Securities, ETFs, Budgets, Finance, Financial Planners, Strategic Financial..., Small Business, Equities, Fixed Income, High Net Worth..., Risk Management, Funding, Wealth Management..., Investment Strategies, Wealth, Strategy, Alternative Investments, Investment Management, Options, Trading, Stocks, Pensions, Equity Research, IRAs, Asset Allocation, Investment Advisory, Banking, Business Planning
Education
New York Institute of Technology-Old Westbury 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Financial Services June 2002 - Present
Raymond James Financial, Inc. March 1997 - June 2002
Skills
Retirement Planning, Mutual Funds, 401k, Strategic Planning, Investments, Financial Planning, Asset Management, Budgeting, Sales Management, New Business Development, Wealth Management, Portfolio Management, Retirement, Bonds, Securities, ETFs, Budgets, Finance, Financial Planners, Strategic Financial..., Small Business, Equities, Fixed Income, High Net Worth..., Risk Management, Funding, Wealth Management..., Investment Strategies, Wealth, Strategy, Alternative Investments, Investment Management, Options, Trading, Stocks, Pensions, Equity Research, IRAs, Asset Allocation, Investment Advisory, Banking, Business Planning
Education
New York Institute of Technology-Old Westbury 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Sean Downey's Financial Services Experience January 2005 - January 2008
Job Information Technology and Services Professional
Industry Computer Software
Experience
Iron Mountain Digital September 2012 - Present
Grainger January 2011 - September 2012
McNichols Company January 2008 - January 2011
Financial Services January 2005 - January 2008
Door To Door Storage January 2001 - December 2004
Skills
SaaS, Strategic Partnerships, Cloud Computing, Sales Management, Cross-functional Team..., Team Leadership, Intellectual Property, Leadership Development, Software, Software Solution Sales, Cloud Security, Gap Analysis, Total Cost of Ownership, Customer-focused Service, Software Escrow, Technology, Cloud-based, Sales
Education
San Diego State University-California State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
SRHS
Iron Mountain Digital September 2012 - Present
Grainger January 2011 - September 2012
McNichols Company January 2008 - January 2011
Financial Services January 2005 - January 2008
Door To Door Storage January 2001 - December 2004
Skills
SaaS, Strategic Partnerships, Cloud Computing, Sales Management, Cross-functional Team..., Team Leadership, Intellectual Property, Leadership Development, Software, Software Solution Sales, Cloud Security, Gap Analysis, Total Cost of Ownership, Customer-focused Service, Software Escrow, Technology, Cloud-based, Sales
Education
San Diego State University-California State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
SRHS
Donna Jones, Task and Project Manager's Financial Services Experience April 2014 - Present
Job Instructional Designer at Financial Services
Industry Education Management
Experience
Financial Services April 2014 - Present
The Delegation March 2013 - Present
Webster University October 2012 - April 2014
TTA 2014 - 2014
TechnoSmarts, Inc. February 2008 - October 2012
Sara Lee November 2004 - February 2008
IBM September 1998 - June 2002
Ernst & Young January 1997 - August 1998
Unisource Worldwide, Inc. June 1995 - January 1997
Skills
Needs Analysis, Learning Management, Instructional Design, Training Delivery, Change Management, Training, Leadership Development, Project Management, Workshop Facilitation, PowerPoint, Program Management, Business Process..., Leadership, Instructor-led Training, Process Improvement, Team Building, Google Docs, Administrative Office..., Presentations, Online Research, Data Entry, Event Planning, Small Business, Virtual Teams, Strategic Communications, Time Management, Schedules, Logistics, Virtual Assistance, Consulting, Interviews, Captivate, Staff Development, Talent Management, Employee Relations, Analysis, Project Planning, Social Media, Organizational..., Employee Training
Education
Webster University 2005 — 2007
MAT, Education Technology
Webster University 2000 — 2002
Human Resources Management, Master of Arts
Quincy University 1990 — 1994
Management Information Systems, Bachelor of Science
Financial Services April 2014 - Present
The Delegation March 2013 - Present
Webster University October 2012 - April 2014
TTA 2014 - 2014
TechnoSmarts, Inc. February 2008 - October 2012
Sara Lee November 2004 - February 2008
IBM September 1998 - June 2002
Ernst & Young January 1997 - August 1998
Unisource Worldwide, Inc. June 1995 - January 1997
Skills
Needs Analysis, Learning Management, Instructional Design, Training Delivery, Change Management, Training, Leadership Development, Project Management, Workshop Facilitation, PowerPoint, Program Management, Business Process..., Leadership, Instructor-led Training, Process Improvement, Team Building, Google Docs, Administrative Office..., Presentations, Online Research, Data Entry, Event Planning, Small Business, Virtual Teams, Strategic Communications, Time Management, Schedules, Logistics, Virtual Assistance, Consulting, Interviews, Captivate, Staff Development, Talent Management, Employee Relations, Analysis, Project Planning, Social Media, Organizational..., Employee Training
Education
Webster University 2005 — 2007
MAT, Education Technology
Webster University 2000 — 2002
Human Resources Management, Master of Arts
Quincy University 1990 — 1994
Management Information Systems, Bachelor of Science
Jack Hurless's Financial Services Experience February 2011 - Present
Job Senior Programmer Analyst
Industry Insurance
Experience
Financial Services February 2011 - Present
Lafayette Life Insurance Company February 1990 - February 2011
Federal Home Life 1985 - 1987
Skills
Insurance, SQL, VB.NET, Process Improvement, Microsoft Excel, Financial Modeling, Microsoft Office, COBOL, Team Building
Education
Western Michigan University 1979 — 1982
BS, Computer Sciences
Northwestern Michigan College 1977 — 1979
no degree, Mathematics and Computer Science, no grade; transferred;
Financial Services February 2011 - Present
Lafayette Life Insurance Company February 1990 - February 2011
Federal Home Life 1985 - 1987
Skills
Insurance, SQL, VB.NET, Process Improvement, Microsoft Excel, Financial Modeling, Microsoft Office, COBOL, Team Building
Education
Western Michigan University 1979 — 1982
BS, Computer Sciences
Northwestern Michigan College 1977 — 1979
no degree, Mathematics and Computer Science, no grade; transferred;
Robert Depree's Financial Services Experience 2010 - 2012
Job Change Management at United Nation
Industry Financial Services
Experience
United Nations August 2012 - Present
Financial Services 2010 - 2012
Goldin Associates 2008 - 2010
Whitecap Advisors 2008 - 2008
Goldin Associates 2003 - 2007
Signature Bank 2001 - 2002
MasterCard 1997 - 2001
KPMG 1989 - 1997
Education
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Science, Accounting
United Nations August 2012 - Present
Financial Services 2010 - 2012
Goldin Associates 2008 - 2010
Whitecap Advisors 2008 - 2008
Goldin Associates 2003 - 2007
Signature Bank 2001 - 2002
MasterCard 1997 - 2001
KPMG 1989 - 1997
Education
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Science, Accounting
Julio Jerry Garcia's Financial Services Experience January 1991 - Present
Job Financial Advisor / Private Wealth Management
Industry Management Consulting
Experience
MY MIL PICS.COM January 2008 - Present
Financial Services January 1991 - Present
JP MORHAN 2005 - 2012
JPMorgan Chase 2005 - 2012
American General 2009 - 2009
Education
New York University 1988 — 1991
Business
Independant Castings - Kathy Laughlin
MY MIL PICS.COM January 2008 - Present
Financial Services January 1991 - Present
JP MORHAN 2005 - 2012
JPMorgan Chase 2005 - 2012
American General 2009 - 2009
Education
New York University 1988 — 1991
Business
Independant Castings - Kathy Laughlin
Juan Jaimez's Financial Services Experience November 2007 - Present
Job Owner,
Industry Financial Services
Experience
Financial Services November 2007 - Present
Nation Pizzia Products May 2005 - November 2007
Drill Rod & Tools November 2006 - February 2007
Education
Northern Illinois University 2001 — 2006
Master, Business
Financial Services November 2007 - Present
Nation Pizzia Products May 2005 - November 2007
Drill Rod & Tools November 2006 - February 2007
Education
Northern Illinois University 2001 — 2006
Master, Business
Nora Fierros Sesin's Financial Services Experience October 2008 - April 2012
Job Manager Operational Risk Management at HSBC
Industry Management Consulting
Experience
HSBC April 2012 - Present
Barrington District 220 October 2009 - April 2012
Financial Services October 2008 - April 2012
HSBC April 2007 - April 2008
HSBC December 2002 - April 2007
The Fierros Group January 1999 - December 2002
Providian Financial February 1996 - January 1999
Household International October 1987 - May 1995
Skills
Banking, Risk Management, Financial Services, Financial Risk, Vendor Management, Business Process, Change Management, Program Management, Management, Leadership, Management Consulting, Training, Integration, Software Documentation, Start-ups, Project Management, Recruiting, Team Leadership, Security, Quality Assurance, Risk Assessment, Six Sigma, Operational Risk..., Talent Acquisition
Education
Saint Mary's College of California 1992 — 1994
MBA, Business Administration
Northern Illinois University 1982 — 1986
BA, Foreign Language and Literature, cum laude
HSBC April 2012 - Present
Barrington District 220 October 2009 - April 2012
Financial Services October 2008 - April 2012
HSBC April 2007 - April 2008
HSBC December 2002 - April 2007
The Fierros Group January 1999 - December 2002
Providian Financial February 1996 - January 1999
Household International October 1987 - May 1995
Skills
Banking, Risk Management, Financial Services, Financial Risk, Vendor Management, Business Process, Change Management, Program Management, Management, Leadership, Management Consulting, Training, Integration, Software Documentation, Start-ups, Project Management, Recruiting, Team Leadership, Security, Quality Assurance, Risk Assessment, Six Sigma, Operational Risk..., Talent Acquisition
Education
Saint Mary's College of California 1992 — 1994
MBA, Business Administration
Northern Illinois University 1982 — 1986
BA, Foreign Language and Literature, cum laude
Pamela Sutton's Financial Services Experience SVP FinanceBank of AmericaJuly 1992 - November 2012
Job Senior Finance Manager
Industry Financial Services
Experience
Financial Services SVP FinanceBank of AmericaJuly 1992 - November 2012
MBNA 1992 - 2005
Skills
Credit Cards, Banking, Credit, Loans, Portfolio Management, Risk Management, Retail Banking, Payments, Executive Management, Strategic Financial..., Credit Analysis, Financial Modeling, Finance, Financial Analysis, Underwriting, Financial Risk, Business Planning, Strategy, Financial Reporting, Business Analysis, Relationship Management, Forecasting, Analytics, Business Strategy, Financial Services, Mergers & Acquisitions, Vendor Management, Credit Risk, Analysis, Consumer Lending, Treasury Management
Education
Nichols College 1990 — 1992
MBA
The Ohio State University 1981 — 1984
BA, Psychology
Shawnee High School
Financial Services SVP FinanceBank of AmericaJuly 1992 - November 2012
MBNA 1992 - 2005
Skills
Credit Cards, Banking, Credit, Loans, Portfolio Management, Risk Management, Retail Banking, Payments, Executive Management, Strategic Financial..., Credit Analysis, Financial Modeling, Finance, Financial Analysis, Underwriting, Financial Risk, Business Planning, Strategy, Financial Reporting, Business Analysis, Relationship Management, Forecasting, Analytics, Business Strategy, Financial Services, Mergers & Acquisitions, Vendor Management, Credit Risk, Analysis, Consumer Lending, Treasury Management
Education
Nichols College 1990 — 1992
MBA
The Ohio State University 1981 — 1984
BA, Psychology
Shawnee High School
Daniel Hendricks's Financial Services Experience January 1989 - January 2002
Job Bring Us Your Challenges
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Self Employed May 2013 - Present
TD Ameritrade June 2011 - December 2012
Fiserv February 2009 - February 2011
CheckFree Investment Services February 2005 - March 2009
CheckFree Investment Services June 2003 - March 2005
CheckFree Investment Services February 2002 - March 2005
Financial Services January 1989 - January 2002
Pershing, a BNY Mellon company 1989 - 1993
Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management
Education
St. Peter's College 1985 — 1989
Business Management
Mater Dei Prep
Prudential Financial April 2015 - Present
Self Employed May 2013 - Present
TD Ameritrade June 2011 - December 2012
Fiserv February 2009 - February 2011
CheckFree Investment Services February 2005 - March 2009
CheckFree Investment Services June 2003 - March 2005
CheckFree Investment Services February 2002 - March 2005
Financial Services January 1989 - January 2002
Pershing, a BNY Mellon company 1989 - 1993
Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management
Education
St. Peter's College 1985 — 1989
Business Management
Mater Dei Prep
Jerry Cronenwett's Financial Services Experience November 2009 - October 2014
Job Regional Vice President at Insource
Industry Financial Services
Experience
Insource July 2015 - Present
One Resource Group October 2014 - July 2015
NACFC July 2013 - October 2014
Financial Services November 2009 - October 2014
Everence Financial November 2009 - October 2014
Skills
Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Asset Management, Portfolio Management, Financial Advisory, Equities, Investment Advisory, Insurance, Financial Services, Asset Allocation
Education
Purdue University
Insource July 2015 - Present
One Resource Group October 2014 - July 2015
NACFC July 2013 - October 2014
Financial Services November 2009 - October 2014
Everence Financial November 2009 - October 2014
Skills
Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Asset Management, Portfolio Management, Financial Advisory, Equities, Investment Advisory, Insurance, Financial Services, Asset Allocation
Education
Purdue University
Justice Asante's Financial Services Experience September 2009 - Present
Job Senior Consultant at a Financial Services Company
Industry Financial Services
Experience
Financial Services September 2009 - Present
Deloitte 2009 - 2010
Deutsche Bank Securities December 2004 - January 2008
Deutsche Bank 2004 - 2008
Cantor Fitzgerald April 2004 - August 2004
Del Laboratories May 2003 - April 2004
Del Laboratories August 2000 - April 2003
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Masters, Financial Engineering
Rensselaer Polytechnic Institute 1997 — 2000
BSC, Industrial & Management Engineering
Financial Services September 2009 - Present
Deloitte 2009 - 2010
Deutsche Bank Securities December 2004 - January 2008
Deutsche Bank 2004 - 2008
Cantor Fitzgerald April 2004 - August 2004
Del Laboratories May 2003 - April 2004
Del Laboratories August 2000 - April 2003
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Masters, Financial Engineering
Rensselaer Polytechnic Institute 1997 — 2000
BSC, Industrial & Management Engineering
Vipin Paliwal's Financial Services Experience June 2004 - Present
Job Program Manager/Business Analysis
Industry Financial Services
Experience
Financial Services June 2004 - Present
Education
Stevens Institute of Technology 2001 — 2004
Masters in Computer Engineering and Information Systems
Saurashtra University 1994 — 1998
Bachelor in Engineering, Electrical Engineering
Financial Services June 2004 - Present
Education
Stevens Institute of Technology 2001 — 2004
Masters in Computer Engineering and Information Systems
Saurashtra University 1994 — 1998
Bachelor in Engineering, Electrical Engineering
Marque D. Rosser's Financial Services Experience August 1988 - Present
Job Analyst 3 at Barclays
Industry Investment Banking
Experience
Financial Services August 1988 - Present
Lehman Brothers August 1988 - Present
Lehman Brothers 1988 - 2008
Skills
Risk Management, Investment Banking, Capital Markets, Derivatives, Bloomberg, Fixed Income, Private Equity, Equities, Portfolio Management, Valuation, Asset Management, Investments, Credit Derivatives, Foreign Exchange, Hedge Funds, Financial Modeling, Corporate Finance, Trading
Education
Fulton HS 1979 — 1984
Morehouse College
Financial Services August 1988 - Present
Lehman Brothers August 1988 - Present
Lehman Brothers 1988 - 2008
Skills
Risk Management, Investment Banking, Capital Markets, Derivatives, Bloomberg, Fixed Income, Private Equity, Equities, Portfolio Management, Valuation, Asset Management, Investments, Credit Derivatives, Foreign Exchange, Hedge Funds, Financial Modeling, Corporate Finance, Trading
Education
Fulton HS 1979 — 1984
Morehouse College
Stacy Wallen's Financial Services Experience 2006 - Present
Job Mortgage Servicing Supervisor, Real Estate Appraiser
Industry Real Estate
Experience
Financial Services 2006 - Present
Ameriquest Mortgage 2003 - 2006
Novastar 2000 - 2003
Education
Missouri Western State University
BSBA
Financial Services 2006 - Present
Ameriquest Mortgage 2003 - 2006
Novastar 2000 - 2003
Education
Missouri Western State University
BSBA
James Castellano's Financial Services Experience 1986 - 1995
Job Visionary, Financial Coach, Leadership Development, Published Author and Southwest Region Rookie of the Year.
Industry Financial Services
Experience
Horace Mann January 2013 - Present
Valid Leadership, Proverbial Intake 2005 - Present
Transportation June 1997 - August 2012
Financial Services 1986 - 1995
Proud Member of The USAF 1979 - September 1987
Skills
Retirement Savings, Term Life Insurance, Roth IRA, 403 b, P&C Insurance, Indexed Annuities, Equity Indexed Annuities, Variable Products, 401k Rollovers, Fixed Annuities, Strategic Planning, Business Development, Sales, Leadership, Team Building, Public Speaking, Coaching, Blogging, Creative Writing, Fiction Writing, Short Stories, Training, Operations Management, Recruiting, Time Management, Insurance, Sales Management, Management
Education
The American College 2012 — 2015
CLU, Financial Planning and Services
Muhlenberg College 2007 — 2009
LCCC 2005 — 2007
Associates, Business
Horace Mann January 2013 - Present
Valid Leadership, Proverbial Intake 2005 - Present
Transportation June 1997 - August 2012
Financial Services 1986 - 1995
Proud Member of The USAF 1979 - September 1987
Skills
Retirement Savings, Term Life Insurance, Roth IRA, 403 b, P&C Insurance, Indexed Annuities, Equity Indexed Annuities, Variable Products, 401k Rollovers, Fixed Annuities, Strategic Planning, Business Development, Sales, Leadership, Team Building, Public Speaking, Coaching, Blogging, Creative Writing, Fiction Writing, Short Stories, Training, Operations Management, Recruiting, Time Management, Insurance, Sales Management, Management
Education
The American College 2012 — 2015
CLU, Financial Planning and Services
Muhlenberg College 2007 — 2009
LCCC 2005 — 2007
Associates, Business
Debbora Boatman's Financial Services Experience December 2003 - Present
Job Managing Director ~ Clients
Industry Financial Services
Experience
Financial Services December 2003 - Present
Beneco, Inc April 1998 - July 2003
Education
National University 1990 — 1991
JD, Law
Financial Services December 2003 - Present
Beneco, Inc April 1998 - July 2003
Education
National University 1990 — 1991
JD, Law
Dhanam Chellam's Financial Services Experience September 2004 - December 2005
Job Group Product Manager at PayPal
Industry Internet
Experience
PayPal August 2014 - Present
PayPal August 2012 - July 2014
PayPal April 2010 - July 2012
Temenos India Pvt Ltd January 2006 - March 2010
Financial Services September 2004 - December 2005
Skills
Retail Banking, E-commerce, Product Management, Banking, SWIFT payments, Analysis, Business Analysis, Trade Finance, Loans, Core Banking, Payments, Trading, Analytics, Management, Requirements Gathering, Requirements Analysis, SDLC, Software Project..., Business Requirements, Agile Methodologies, Team Management, Strategy, Vendor Management, Cross-functional Team..., Business Intelligence, Business Process, Competitive Analysis, Leadership, Product Marketing, Mobile Devices, Business Strategy, Strategic Partnerships, Marketing, Product Development
Education
PSG College of Technology 2001 — 2003
MBA, Finance & Marketing
Kuvempu University 1998 — 2001
Bachelor of Science, Electronics
GRG High School, Coimbatore
PayPal August 2014 - Present
PayPal August 2012 - July 2014
PayPal April 2010 - July 2012
Temenos India Pvt Ltd January 2006 - March 2010
Financial Services September 2004 - December 2005
Skills
Retail Banking, E-commerce, Product Management, Banking, SWIFT payments, Analysis, Business Analysis, Trade Finance, Loans, Core Banking, Payments, Trading, Analytics, Management, Requirements Gathering, Requirements Analysis, SDLC, Software Project..., Business Requirements, Agile Methodologies, Team Management, Strategy, Vendor Management, Cross-functional Team..., Business Intelligence, Business Process, Competitive Analysis, Leadership, Product Marketing, Mobile Devices, Business Strategy, Strategic Partnerships, Marketing, Product Development
Education
PSG College of Technology 2001 — 2003
MBA, Finance & Marketing
Kuvempu University 1998 — 2001
Bachelor of Science, Electronics
GRG High School, Coimbatore
Mason Gillespie's Financial Services Experience 2010 - Present
Job Owner at Financial Services
Industry Financial Services
Experience
Financial Services 2010 - Present
Financial Services 2009 - Present
North County Yamaha 2004 - 2013
Stanton Leasing 2004 - 2006
Skills
Asset Management, Financial Analysis, Negotiation, Customer Service, Sales, Portfolio Management, Finance, Leases, Brokerage, Financial Modeling, Real Estate, Valuation, Contract Negotiation, Financial Services, Loans, Funding, Risk Management, Business Planning, Credit, Relationship Management, Business Strategy, Small Business, Business Development, Investments, Commercial Lending, Mortgage Lending, Commercial Mortgages, Financial Structuring, Executive Management, Banking, Credit Analysis, Loan Origination, Underwriting, Due Diligence, Mergers & Acquisitions, Small Business Lending, Refinance, Corporate Finance, Credit Risk, Structured Finance, Strategic Financial..., Financial Risk, Financial Planning
Education
Palomar College 2003 — 2006
Business Administration and Management, General
Financial Services 2010 - Present
Financial Services 2009 - Present
North County Yamaha 2004 - 2013
Stanton Leasing 2004 - 2006
Skills
Asset Management, Financial Analysis, Negotiation, Customer Service, Sales, Portfolio Management, Finance, Leases, Brokerage, Financial Modeling, Real Estate, Valuation, Contract Negotiation, Financial Services, Loans, Funding, Risk Management, Business Planning, Credit, Relationship Management, Business Strategy, Small Business, Business Development, Investments, Commercial Lending, Mortgage Lending, Commercial Mortgages, Financial Structuring, Executive Management, Banking, Credit Analysis, Loan Origination, Underwriting, Due Diligence, Mergers & Acquisitions, Small Business Lending, Refinance, Corporate Finance, Credit Risk, Structured Finance, Strategic Financial..., Financial Risk, Financial Planning
Education
Palomar College 2003 — 2006
Business Administration and Management, General
Alyssa Pesce's Financial Services Experience June 2008 - Present
Job Human Resources Manager
Industry Financial Services
Experience
Financial Services June 2008 - Present
Sleepy Hollow Bank November 2005 - May 2008
Education
Pace University 1983 — 1987
BBA, Human Resources
Financial Services June 2008 - Present
Sleepy Hollow Bank November 2005 - May 2008
Education
Pace University 1983 — 1987
BBA, Human Resources
Julie Missal's Financial Services Experience April 2011 - Present
Job Client Service Director
Industry Financial Services
Experience
Financial Services April 2011 - Present
Retirement Consulting Group July 2010 - April 2011
Retirement Planning Associates September 1994 - July 2010
Skills
Relationship Management, Securities, Series 7 and 63, Client Services, Financial Services, Insurance, Portfolio Management, Loans, Mutual Funds, Financial Analysis, Wealth Management, Customer Service
Education
Seattle University 1989 — 1993
MBA, Finance
University of Oregon 1977 — 1979
BBA, Finance and Human Resources
Financial Services April 2011 - Present
Retirement Consulting Group July 2010 - April 2011
Retirement Planning Associates September 1994 - July 2010
Skills
Relationship Management, Securities, Series 7 and 63, Client Services, Financial Services, Insurance, Portfolio Management, Loans, Mutual Funds, Financial Analysis, Wealth Management, Customer Service
Education
Seattle University 1989 — 1993
MBA, Finance
University of Oregon 1977 — 1979
BBA, Finance and Human Resources
Barbara Vaught's Financial Services Experience April 2013 - Present
Job Financial Consultant
Industry Banking
Experience
Financial Services April 2013 - Present
SunTrust Bank April 1990 - April 2013
SunTrust Bank November 1985 - August 1990
Skills
Banking, Loans, Wealth Management, Portfolio Management, Estate Planning, High Net Worth..., Wealth Management..., Private Banking, Commercial Lending, Commercial Banking, Trust Services, Small Business Lending, Investment Management, Risk Management, Series 7, Investments, Commercial Mortgages, Retirement Planning, Treasury Management, Investment Advisory, Cash Management, Strategic Financial..., Asset Management, Relationship Management, Wealth, Consumer Lending, Credit Analysis, Retail Banking, Credit, Financial Services, Series 63, Mortgage Lending, Lines Of Credit, Mutual Funds, Cross Selling, Asset Allocation, Consulting, Strategic Planning
Education
Lebanon catholic
Rollins College
University of Central Florida
Financial Services April 2013 - Present
SunTrust Bank April 1990 - April 2013
SunTrust Bank November 1985 - August 1990
Skills
Banking, Loans, Wealth Management, Portfolio Management, Estate Planning, High Net Worth..., Wealth Management..., Private Banking, Commercial Lending, Commercial Banking, Trust Services, Small Business Lending, Investment Management, Risk Management, Series 7, Investments, Commercial Mortgages, Retirement Planning, Treasury Management, Investment Advisory, Cash Management, Strategic Financial..., Asset Management, Relationship Management, Wealth, Consumer Lending, Credit Analysis, Retail Banking, Credit, Financial Services, Series 63, Mortgage Lending, Lines Of Credit, Mutual Funds, Cross Selling, Asset Allocation, Consulting, Strategic Planning
Education
Lebanon catholic
Rollins College
University of Central Florida
Kim Buitenhuis's Financial Services Experience 2005 - 2006
Job Associate Director, Master of Finance at Queen's University, School of Business
Industry Financial Services
Experience
Queen's University, School of Business 2015 - Present
NEI Investments 2010 - 2014
RBC Asset Management 2006 - 2009
Financial Services 2005 - 2006
Cartier Partners Financial Group 2002 - 2004
Marketing Solutions 1996 - 2002
Education
Queen's University
Hon B Comm
Queen's University, School of Business 2015 - Present
NEI Investments 2010 - 2014
RBC Asset Management 2006 - 2009
Financial Services 2005 - 2006
Cartier Partners Financial Group 2002 - 2004
Marketing Solutions 1996 - 2002
Education
Queen's University
Hon B Comm
Chrystal Condit's Financial Services Experience March 2011 - Present
Job Loan Officer at WJ Bradley Mortgage Capital Corporation
Industry Banking
Experience
Financial Services March 2011 - Present
WJ Bradley Mortgage Capital Corporation July 2009 - Present
Green Tree Financial 1993 - 2000
Education
Riverside City College 2009 — 2010
Associate, Nursing
Financial Services March 2011 - Present
WJ Bradley Mortgage Capital Corporation July 2009 - Present
Green Tree Financial 1993 - 2000
Education
Riverside City College 2009 — 2010
Associate, Nursing
David J Duecker's Financial Services Experience 1997 - 1999
Job Wisconsin Department of Financial Institutions
Industry Government Administration
Experience
Wisconsin Department of Financial Institutions August 2015 - Present
Teracore, Inc. October 2012 - August 2015
U.S. Box & Office, LLC June 2012 - April 2014
State of Wisconsin December 2000 - June 2012
Office of U.S. Representative 1999 - 2000
Financial Services 1997 - 1999
Paper Products 1996 - 1997
Kraft Foods 1993 - 1996
U.S. Military 1983 - 1993
Skills
Strategic Planning, Public and Private..., Public Policy and..., Non-profit Development..., New Business Development, Community and..., Public Policy, Government, Public Speaking, Public Relations, Community Outreach, Project Management, Policy, Policy Analysis, Program Management, Emergency Management, Proposal Writing, Leadership, Nonprofits, Fundraising, Program Development, Volunteer Management, Politics, Grant Writing, Crisis Management, Project Planning, Leadership Development, Program Evaluation, Media Relations, Event Planning, Research, Grants, Training, Analysis, Organizational..., International..., Event Management, Operations Management, Homeland Security, Editing, National Security, Team Building, Strategy, Defense, Public Administration, Administration, Security Clearance, Federal Government, Disaster Response
Education
Northern Michigan University 1976 — 1982
B.S., Political Science
Wisconsin Department of Financial Institutions August 2015 - Present
Teracore, Inc. October 2012 - August 2015
U.S. Box & Office, LLC June 2012 - April 2014
State of Wisconsin December 2000 - June 2012
Office of U.S. Representative 1999 - 2000
Financial Services 1997 - 1999
Paper Products 1996 - 1997
Kraft Foods 1993 - 1996
U.S. Military 1983 - 1993
Skills
Strategic Planning, Public and Private..., Public Policy and..., Non-profit Development..., New Business Development, Community and..., Public Policy, Government, Public Speaking, Public Relations, Community Outreach, Project Management, Policy, Policy Analysis, Program Management, Emergency Management, Proposal Writing, Leadership, Nonprofits, Fundraising, Program Development, Volunteer Management, Politics, Grant Writing, Crisis Management, Project Planning, Leadership Development, Program Evaluation, Media Relations, Event Planning, Research, Grants, Training, Analysis, Organizational..., International..., Event Management, Operations Management, Homeland Security, Editing, National Security, Team Building, Strategy, Defense, Public Administration, Administration, Security Clearance, Federal Government, Disaster Response
Education
Northern Michigan University 1976 — 1982
B.S., Political Science
Jane P. Lenz's Financial Services Experience 2010 - Present
Job Financial Writer
Industry Financial Services
Experience
Financial Services 2010 - Present
Morgan Stanley Smith Barney August 1987 - May 2010
Skills
Retirement Planning, Wealth Management, Writing, Retirement, Strategic Financial..., Wealth Management..., Financial Services, Estate Planning, Asset Allocation, Alternative Investments, Employee Benefits, Finance, Mutual Funds
Education
University of Pittsburgh School of Information Sciences
Master of Library and Information Science, Business and Legal Research, Special Libraries
Pace University - Lubin School of Business
Bachelors in Business Administration, Marketing
The University of Dallas
Certificate in Biblical Studies, Theology
Financial Services 2010 - Present
Morgan Stanley Smith Barney August 1987 - May 2010
Skills
Retirement Planning, Wealth Management, Writing, Retirement, Strategic Financial..., Wealth Management..., Financial Services, Estate Planning, Asset Allocation, Alternative Investments, Employee Benefits, Finance, Mutual Funds
Education
University of Pittsburgh School of Information Sciences
Master of Library and Information Science, Business and Legal Research, Special Libraries
Pace University - Lubin School of Business
Bachelors in Business Administration, Marketing
The University of Dallas
Certificate in Biblical Studies, Theology
Gwendolyn Diane Smith, MSW, ASW's Financial Services Experience July 2013 - Present
Job Medical Social Worker
Industry Financial Services
Experience
Financial Services July 2013 - Present
Palo Alto Medical Foundation December 2007 - Present
PAMF: David Druker's: Center for Health Systems Innovation 2007 - 2011
Scios 2006 - 2007
Idaho Association for the Education of Young Children for the Enforcement of Support 1997 - 2003
Skills
Healthcare, Clinical Research, Hospitals, Healthcare Management, Managed Care, Public Speaking, Cardiology, Oncology, Home Care, Training, Patient Advocacy, Elder Care, Community Outreach, Program Evaluation, Health Education, Patient Education, Epic Systems, Marketing, Interventions, Adolescents
Education
Stanford University School of Medicine 2013 — 2013
Successful Aging Mini-Fellowship Program, Ethnogeriatrics, A
San Jose State University 2003 — 2005
Master Degree, Social Work
San Jose State University 2001 — 2003
Bachelor's degree, Psychology
Chabot Community College 1998 — 2001
Associate of Arts (AA), Development Disabilities
Financial Services July 2013 - Present
Palo Alto Medical Foundation December 2007 - Present
PAMF: David Druker's: Center for Health Systems Innovation 2007 - 2011
Scios 2006 - 2007
Idaho Association for the Education of Young Children for the Enforcement of Support 1997 - 2003
Skills
Healthcare, Clinical Research, Hospitals, Healthcare Management, Managed Care, Public Speaking, Cardiology, Oncology, Home Care, Training, Patient Advocacy, Elder Care, Community Outreach, Program Evaluation, Health Education, Patient Education, Epic Systems, Marketing, Interventions, Adolescents
Education
Stanford University School of Medicine 2013 — 2013
Successful Aging Mini-Fellowship Program, Ethnogeriatrics, A
San Jose State University 2003 — 2005
Master Degree, Social Work
San Jose State University 2001 — 2003
Bachelor's degree, Psychology
Chabot Community College 1998 — 2001
Associate of Arts (AA), Development Disabilities
Kevin Picollo's Financial Services Experience May 2012 - Present
Job Director
Industry Financial Services
Experience
Financial Services May 2012 - Present
Financial Services October 2007 - April 2012
Skills
Leadership, Strategic Vision, Influence Others, Team Management, Functional Management, Business Intelligence, Technology..., Analytics, Risk Management, Budget Management, Program Management, Project Management, Process Improvement, Information Architecture, Continuous Improvement, Vendor Management, Instructional Design
Education
Seton Hall University 1991 — 1995
BA, Graphic Design
Financial Services May 2012 - Present
Financial Services October 2007 - April 2012
Skills
Leadership, Strategic Vision, Influence Others, Team Management, Functional Management, Business Intelligence, Technology..., Analytics, Risk Management, Budget Management, Program Management, Project Management, Process Improvement, Information Architecture, Continuous Improvement, Vendor Management, Instructional Design
Education
Seton Hall University 1991 — 1995
BA, Graphic Design
J. Cliffs's Financial Services Experience October 2008 - November 2010
Job President at Private Investor, Angel Investor
Industry Biotechnology
Experience
Private Investor, Angel Investor January 2011 - Present
Financial Services October 2008 - November 2010
Skills
Structural...
Education
New York University 2007 — 2009
MBA, Masters in Bioethics
Private Investor, Angel Investor January 2011 - Present
Financial Services October 2008 - November 2010
Skills
Structural...
Education
New York University 2007 — 2009
MBA, Masters in Bioethics
Daithza Torres Tacchino's Financial Services Experience May 2011 - May 2012
Job Operations Manager at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. May 2012 - Present
Financial Services May 2011 - May 2012
Skills
Process Improvement, Customer Service, Coaching, Mutual Funds, Relationship Management
Education
Ryerson University 1993 — 1997
Bachelors, Business Management & Finance
CI Investments Inc. May 2012 - Present
Financial Services May 2011 - May 2012
Skills
Process Improvement, Customer Service, Coaching, Mutual Funds, Relationship Management
Education
Ryerson University 1993 — 1997
Bachelors, Business Management & Finance
Kevin Rossi's Financial Services Experience October 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services October 2010 - Present
Education
Northern Illinois University 1998 — 2000
Master of Arts, Economics
Northern Illinois University 1996 — 1998
Bachelor of Mathematical Science, In Economics
Financial Services October 2010 - Present
Education
Northern Illinois University 1998 — 2000
Master of Arts, Economics
Northern Illinois University 1996 — 1998
Bachelor of Mathematical Science, In Economics
Syed Mansoor Ahmed's Financial Services Experience September 2007 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Financial Services September 2007 - Present
Hewlett-Packard June 2004 - August 2007
Skills
Oracle Developer 2000, QTP, Software Quality..., ISTQB, ITIL, Testing
Education
Osmania University
University of Wollongong
MS, Information Technology
Financial Services September 2007 - Present
Hewlett-Packard June 2004 - August 2007
Skills
Oracle Developer 2000, QTP, Software Quality..., ISTQB, ITIL, Testing
Education
Osmania University
University of Wollongong
MS, Information Technology
Harjit Chawla's Financial Services Experience 2008 - 2010
Job Project Manager/QA Test Manager
Industry Information Technology and Services
Experience
Finacial Institutions 2010 - Present
Financial Services 2008 - 2010
Nationwide Insurance 2005 - 2008
JPMorgan Chase 1998 - 2005
Major Finacial Institutions 1993 - 1998
City of New York 1989 - 1991
Blue Cross and Blue Shield 1986 - 1989
Citigroup 1984 - 1986
Skills
SDLC, Agile Methodologies, Project Management, Testing, Quality Assurance, Software Development, Cross-functional Team..., IT Service Management, Risk Management, Release Management, Resource Management, Business Analysis, Test Planning, Software Quality..., Test Automation, Waterfall, Business Requirements, SQL, PMO, Vendor Management, Project Portfolio...
Education
Rochester Institute of Technology
Finacial Institutions 2010 - Present
Financial Services 2008 - 2010
Nationwide Insurance 2005 - 2008
JPMorgan Chase 1998 - 2005
Major Finacial Institutions 1993 - 1998
City of New York 1989 - 1991
Blue Cross and Blue Shield 1986 - 1989
Citigroup 1984 - 1986
Skills
SDLC, Agile Methodologies, Project Management, Testing, Quality Assurance, Software Development, Cross-functional Team..., IT Service Management, Risk Management, Release Management, Resource Management, Business Analysis, Test Planning, Software Quality..., Test Automation, Waterfall, Business Requirements, SQL, PMO, Vendor Management, Project Portfolio...
Education
Rochester Institute of Technology
Becky Herzog's Financial Services Experience November 2011 - Present
Job Customer Service Professional available for positions at Financial /Insurance/Government /Non Profit Organizations
Industry Financial Services
Experience
Financial Services November 2011 - Present
ELCA Board of Pensions March 2001 - November 2011
ELCA Board of Pensions June 1997 - March 2001
Skills
Excellent listening..., detatil oriented
Education
Normandale Community College 1984 — 1988
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Financial Services November 2011 - Present
ELCA Board of Pensions March 2001 - November 2011
ELCA Board of Pensions June 1997 - March 2001
Skills
Excellent listening..., detatil oriented
Education
Normandale Community College 1984 — 1988
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Linda Hayes, JD, LL.M.'s Financial Services Experience August 2013 - Present
Job Attorney
Industry Financial Services
Experience
Financial Services August 2013 - Present
Merrill Lynch Private Bank and Investment Group July 2012 - July 2013
Morgan Stanley Smith Barney LLC June 2010 - March 2012
Citigroup Wealth Advisory Services April 2007 - June 2010
Smith Barney April 2004 - April 2007
Credit Suisse August 2000 - April 2004
Gray Cary Ware and Freidenrich LLP (now DLA Piper) May 1995 - August 2000
San Mateo Superior Court, Probate Division April 1993 - May 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Asset Managment, Mutual Funds, Series 63, Hedge Funds, Finance, Financial Advisory, Asset Management, ETFs, Trading, Fixed Annuities, Uniform Combined State..., Loans, Employee Benefits, Series 6, Personal Finance, Financial Modeling, Bloomberg, Valuation, Derivatives, Financial Markets, Options, FINRA, Risk Management, Financial Planning
Education
New York University School of Law 1978 — 1979
Master of Laws (LL.M.), Taxation
Santa Clara University School of Law 1973 — 1976
Doctor of Law (J.D.), Taxation
University of California - Berkeley 1966 — 1969
Bachelor of Arts (B.A.), International Relations; French and Spanish
Financial Services August 2013 - Present
Merrill Lynch Private Bank and Investment Group July 2012 - July 2013
Morgan Stanley Smith Barney LLC June 2010 - March 2012
Citigroup Wealth Advisory Services April 2007 - June 2010
Smith Barney April 2004 - April 2007
Credit Suisse August 2000 - April 2004
Gray Cary Ware and Freidenrich LLP (now DLA Piper) May 1995 - August 2000
San Mateo Superior Court, Probate Division April 1993 - May 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Asset Managment, Mutual Funds, Series 63, Hedge Funds, Finance, Financial Advisory, Asset Management, ETFs, Trading, Fixed Annuities, Uniform Combined State..., Loans, Employee Benefits, Series 6, Personal Finance, Financial Modeling, Bloomberg, Valuation, Derivatives, Financial Markets, Options, FINRA, Risk Management, Financial Planning
Education
New York University School of Law 1978 — 1979
Master of Laws (LL.M.), Taxation
Santa Clara University School of Law 1973 — 1976
Doctor of Law (J.D.), Taxation
University of California - Berkeley 1966 — 1969
Bachelor of Arts (B.A.), International Relations; French and Spanish
LA Cipriano's Financial Services Experience January 2013 - May 2014
Job Gould Paper Corp
Industry Financial Services
Experience
Gould Paper Corporation May 2014 - September 2015
Financial Services January 2013 - May 2014
Tullett Prebon March 1992 - January 2013
FIMAT/Newedge August 2000 - January 2011
Cowen and Company March 1992 - August 2000
SCS Communications February 1990 - March 1992
Orlane, Inc. (Orlane, Kelemata, Perlier & Caron lines) January 1987 - February 1990
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Management, Capital Markets, Derivatives, Equities, Microsoft Excel, Research, Budgets, Fixed Income, Microsoft Word, Public Speaking, Negotiation, Bloomberg, Electronic Trading, English, Windows, Teaching, Editing, ADP ReportSmith, Lotus Notes, Office Management, Telecommunication..., Sales Trainings
Education
Nassau Community College
Gould Paper Corporation May 2014 - September 2015
Financial Services January 2013 - May 2014
Tullett Prebon March 1992 - January 2013
FIMAT/Newedge August 2000 - January 2011
Cowen and Company March 1992 - August 2000
SCS Communications February 1990 - March 1992
Orlane, Inc. (Orlane, Kelemata, Perlier & Caron lines) January 1987 - February 1990
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Management, Capital Markets, Derivatives, Equities, Microsoft Excel, Research, Budgets, Fixed Income, Microsoft Word, Public Speaking, Negotiation, Bloomberg, Electronic Trading, English, Windows, Teaching, Editing, ADP ReportSmith, Lotus Notes, Office Management, Telecommunication..., Sales Trainings
Education
Nassau Community College
Camilla B. Corder, MBA's Financial Services Experience 2013 - Present
Job Governance, Risk and Compliance
Industry Financial Services
Experience
Financial Services 2013 - Present
Skills
Risk Management, Project Management, ISO 9001, Compliance Oversight, Review Process and..., Management, SDLC, Vendor Management, Internal Controls, Business Continuity, SharePoint, Governance, Information Security, Change Management, IT Strategy, ITIL
Education
NYIT
MBA
SUNY at Old Westbury
Bachelor of Science
State University of New York at Stony Brook
Financial Services 2013 - Present
Skills
Risk Management, Project Management, ISO 9001, Compliance Oversight, Review Process and..., Management, SDLC, Vendor Management, Internal Controls, Business Continuity, SharePoint, Governance, Information Security, Change Management, IT Strategy, ITIL
Education
NYIT
MBA
SUNY at Old Westbury
Bachelor of Science
State University of New York at Stony Brook
Vianey Ramirez's Financial Services Experience July 2007 - December 2012
Job LICENSE AGENT AT WFG, AFFILIATE OF TRANSAMERICA
Industry Financial Services
Experience
WFG, AFFILIATE OF TRANSAMERICA October 2012 - Present
FINANCIAL SERVICES July 2007 - December 2012
Education
Palomar College 2008 — 2012
Vista High School 2004 — 2008
High School Diploma
WFG, AFFILIATE OF TRANSAMERICA October 2012 - Present
FINANCIAL SERVICES July 2007 - December 2012
Education
Palomar College 2008 — 2012
Vista High School 2004 — 2008
High School Diploma
Brian Jimenez's Financial Services Experience April 2014 - Present
Job Director of Agency Development / Talent Acquisition Specialist
Industry Financial Services
Experience
Financial Services April 2014 - Present
Sutter Gould Medical Foundation December 2012 - August 2014
Show Off Motorsports June 2010 - July 2012
Skills
Account Management, Lean Management, Marketing Communications, Social Media Marketing, online advertising, Sales Management, Strategic Planning, Public Relations, Computer Technology, Public Speaking, New Business Development, New Business...
Education
Modesto Junior College 2011 — 2013
James C. Enochs High School 2008 — 2011
Financial Services April 2014 - Present
Sutter Gould Medical Foundation December 2012 - August 2014
Show Off Motorsports June 2010 - July 2012
Skills
Account Management, Lean Management, Marketing Communications, Social Media Marketing, online advertising, Sales Management, Strategic Planning, Public Relations, Computer Technology, Public Speaking, New Business Development, New Business...
Education
Modesto Junior College 2011 — 2013
James C. Enochs High School 2008 — 2011