Financial Services

Description

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, ...

Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Financial Services Salaries. You can even request information on how much does Financial Services pay if you want to. Learn about salaries, pros and cons of working for Financial Services directly from the past employees.

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646 Financial Services employees in database. Find out everything there's to know about Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Financial Services Employees

Employee
Years
Job
Industry
Ginger Weston, CFA Ginger Weston, CFA Laguna Beach, California Details
Ginger Weston, CFA's Financial Services Experience August 2013 - August 2014
Job CEO at Seaside Soles, LLC
Industry Retail
Experience
Seaside Soles, LLC   August 2014 - Present
Financial Services   August 2013 - August 2014
Brandes Investment Partners  January 2012 - August 2013
Brandes Investment Partners  July 1999 - January 2012
Brandes Investment Partners  February 1997 - June 1999
Transamerica Financial Resources   May 1994 - February 1997
John Hancock Financial Services  July 1993 - May 1994

Skills
Investment Management, Fixed Income, Performance Attribution, Asset Managment, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Public Pensions, ERISA, Investment Strategies, Business Development, Emerging Markets, Series 6, Series 63, Defined Contribution, Collective Funds, Asset Management, Securities, Investments, Alternative Investments, ETFs, Relationship Management, DCIO, Equities

Education
UC Santa Barbara   1989 — 1993
Bachlor of Arts, Psychology

Shaun Cavanagh Shaun Cavanagh Greater Denver Area Details
Shaun Cavanagh's Financial Services Experience July 2015 - Present
Job Associate financial services professional
Industry Capital Markets
Experience
Financial Services   July 2015 - Present
Triad Financial Group   May 2013 - September 2013
J.Crew  May 2011 - August 2011

Skills
PowerPoint

Education
University of Michigan   2011 — 2015
Bachelor's degree, Economics, Junior

University of Cape Town   2014 — 2014
Bachelor of Science (B.S.), Economics, Junior

Smoky Hill High School   2008 — 2011
International Baccalaureate Graduate

Armando Acevedo Armando Acevedo San Antonio, Texas Area Details
Armando Acevedo's Financial Services Experience June 2006 - Present
Job International Financial Advisor
Industry Financial Services
Experience
Financial Services   June 2006 - Present

Skills
Asset Management, Banking, Business Planning, Business Strategy, Finance, Financial Analysis, Investments, Management, Microsoft Office, Mutual Funds, Portfolio Management, Risk Management, Sales

Education
Universidad Iberoamericana, Ciudad de México   1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General

Universidad del Valle de México   1988 — 1992
Bachelor of Business Administration (B.B.A.), Administracion de empresas

Steven Tedesco Steven Tedesco Washington, District Of Columbia Details
Steven Tedesco's Financial Services Experience January 2013 - November 2013
Job Sales Associate at Aflac
Industry Insurance
Experience
Aflac  April 2014 - Present
Financial Services   January 2013 - November 2013
SPARKLING POOLS SERVICES  May 2011 - August 2011
DC READS  September 2010 - April 2011
Target  September 2007 - April 2008

Skills
Finance, Sales, Analysis, Data Analysis, Microsoft Excel, Management, Strategic Planning, Marketing, Mortgage Lending, Due Diligence, Financial Analysis, Access, Leadership

Education
The George Washington University - School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

The George Washington University - School of Business   2010 — 2014
Bachelors of Business Administration, Finance

Anoop Basavarajaiah Anoop Basavarajaiah Greater Boston Area Details
Anoop Basavarajaiah's Financial Services Experience November 2011 - Present
Job Business Analyst/Presales Analyst at Fundtech
Industry Financial Services
Experience
Financial Services   November 2011 - Present
Worldwide  September 2003 - October 2011

Education
Suffolk University   2009 — 2010
Masters, Banking and Finance

Visvesvaraya Technological University   1999 — 2003
Bachelor of Electronics and Communication, Electrical, Electronic and Communications Engineering Technology/Technician

Daniel Hunt Daniel Hunt United States Details
Daniel Hunt's Financial Services Experience April 1988 - May 1990
Job Staffing and Recruiting at Global Recruiting Network:Cleveland westside
Industry Staffing and Recruiting
Experience
Global Recruiting Network:Cleveland westside   April 2014 - Present
CBOT/CME Group , Chicago   March 1990 - January 2014
Financial Services   April 1988 - May 1990

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Recruiting, Banking, Contract Management, Process Scheduler, Construction, Contract Negotiation, Project Management, Microsoft Project, Construction Management, Subcontracting

Education
University of Dayton   1981 — 1985
Bachelor of Art's / science, Criminal Justice/Law Enforcement Administration

St.Ignatius High School   1978 — 1981
College Prep., Jesuit Academics

Christian Richards, III Christian Richards, III Greater Los Angeles Area Details
Christian Richards, III's Financial Services Experience August 2013 - Present
Job Financial Planning Professional
Industry Financial Services
Experience
Financial Services   August 2013 - Present
Choosing Independence, Inc.   June 2009 - May 2011

Skills
Personal Financial..., Wealth Management, Private Equity, Investments, Financial Advisory, Independent Financial..., Investment Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Series 7, Wealth Management..., Retirement, Mutual Funds, Series 63, Investment Management, Strategic Financial..., Wealth, IRAs, Securities, Fixed Annuities, High Net Worth..., Uniform Combined State..., 401k, Bonds, Life Insurance, Wealth Accumulation, Asset Management, FINRA, Portfolio Management, ETFs, Variable Annuities, 401k Rollovers, Financial Services, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Equities, 529 Plans, Fixed Income, Inheritance Tax Planning, Income Protection, Insurance, Financial Markets, Estate Planning, Financial Planning

Education
Stony Brook University   2007 — 2013
Bachelors of Arts, American History (United States)

University of Michigan   2005 — 2007

Gary Henning Gary Henning Houston, Texas Area Details
Gary Henning's Financial Services Experience January 1993 - April 1996
Job District President Robert Half MidAtlantic & South East USA
Industry Staffing and Recruiting
Experience
Robert Half  1996 - Present
Financial Services   January 1993 - April 1996

Skills
Leadership, Temporary Staffing, Management, Finance, Recruiting, Staffing Services, Account Management, Temporary Placement, Sales, Technical Recruiting, Business Development, Training, Cold Calling, New Business Development, Sales Management, Interviews, Budgets, Team Building, Coaching, Business Strategy, Sourcing, Talent Acquisition, Consulting, Contract Recruitment, Internet Recruiting, Executive Search, Permanent Placement, Applicant Tracking..., Human Resources, Hiring

Education
Temple University - Fox School of Business and Management

Kevin Moss Kevin Moss Dallas/Fort Worth Area Details
Kevin Moss's Financial Services Experience December 2009 - Present
Job Financial Rep
Industry Financial Services
Experience
Financial Services   December 2009 - Present
Northwestern Mutual Financial Network  March 2006 - December 2009
Imaging Bureau   July 2004 - March 2006
Barr Printing   January 2000 - June 2004
Avante Graphics   April 1986 - December 1999

Skills
Fixed Annuities, Retirement Planning, Insurance, Asset Allocation, Private Equity, Life Insurance, Financial Risk, Pricing, Strategic Financial..., College Savings Plans, Long-term Care, Sales, Small Business, Whole Life, Disability Insurance, Investments, Finance, Mutual Funds, Retirement, Long Term Care Insurance, Estate Planning, Credit Analysis, Real Estate, Term Life Insurance, Budgets, Wealth Management, Series 7, Mortgage Lending

Education
Tarrant County College   1976 — 1978
Automobile/Automotive Mechanics Technology/Technician

Arlington High School   1972 — 1975
Diploma, Automobile/Automotive Mechanics Technology/Technician

Steve Smith, CISSP, CISM Steve Smith, CISSP, CISM Houston, Texas Area Details
Steve Smith, CISSP, CISM's Financial Services Experience February 2006 - January 2008
Job Regional Director at Qualys
Industry Computer & Network Security
Experience
Qualys  July 2015 - Present
Mandiant, a FireEye Company  August 2013 - July 2015
Qualys  May 2011 - July 2013
SAAS Software Company   December 2008 - May 2011
Software Company  January 2008 - November 2008
Financial Services   February 2006 - January 2008
Public Accounting  November 1998 - January 2006
Public Accounting  December 1997 - November 1998

Education
University of Houston   1993 — 1996
Bachelor of Business Administration

Lousiana State University   1989 — 1990

Janice Sowden Janice Sowden Vancouver, Canada Area Details
Janice Sowden's Financial Services Experience June 2013 - December 2013
Job Vice President at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital  January 2014 - Present
Financial Services   June 2013 - December 2013
Manulife Securities  February 2004 - May 2013
Raise a Reader   2013 - 2013
Manulife Financial  February 2003 - February 2004
Manulife Financial  June 1999 - February 2003
Manulife Financial  June 1997 - June 1999
Manulife Financial  September 1993 - June 1997

Skills
Retirement Planning, Mutual Funds, Wealth Management, Recruiting, Strategic Financial..., Retirement, Insurance, Pensions, Critical Illness, Recruitments, Estate Planning, Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Securities, Management, Financial Services, Investment Advisory, Investment Strategies, Business Development, Financial Advisory, CRM, Financial Planners, High Net Worth..., Asset Management, Relationship Management, Wealth Accumulation, Disability Insurance, Wealth, Investment Management, Life Insurance, Wealth Management..., ETFs, Long Term Care Insurance, Term Life Insurance, Long-term Care, Alternative Investments, Certified Financial..., Equities, Building Relationships, Fixed Income, Personal Financial..., Sales Management, Segregated Funds, Financial Planning

Education
Investment Funds Institute of Canada   2014 — 2014
Exempt Market Product Course

Canadian Securities Institute   2009 — 2009
Conduct and Practices Handbook

Canadian Securities Institute   2009 — 2009
Wealth Management Essentials

Canadian Securities Institute   2006 — 2006
Canadian Securities Course

Financial Planners Standards Council   1999 — 2002
CFP

University of Alberta   1988 — 1993
Bachelor of Arts, Sociology

Chris Yellen Chris Yellen Greater New York City Area Details
Chris Yellen's Financial Services Experience February 2013 - September 2013
Job JPMM User Experience Lead VP at J.P. Morgan
Industry Financial Services
Experience
CYUX LLC   August 2014 - Present
Independent  September 2014 - Present
J.P. Morgan   September 2013 - August 2014
Financial Services   February 2013 - September 2013
Morgan Stanley  April 2010 - April 2013
Goldman Sachs  August 2009 - April 2010
Brownink   January 2000 - April 2010
General Electric - GE Money  2006 - January 2009
GE Consumer Finance  September 2006 - March 2008
Dell Professional Services  February 2003 - September 2006

Skills
User-centered Design, Mobile Applications, Creative Direction, Information Design, Information Architecture, User Interface Design, User Experience, Axure, User Acceptance Testing, Graphic Design, Visio, Photoshop, Dreamweaver, HTML + CSS, HTML, SEM, Premiere, Final Cut Pro, CMS, flash, Flex, JavaScript, Project Planning, Agile, Business Analysis, Business Strategy, Adobe Creative Suite, Flash, Endorsing LinkedIn users, Software Development, Agile Methodologies, Digital Strategy, E-commerce, Web Applications, Web Design, Strategy, SEO, Online Marketing, Interaction Design, Usability, Wireframes, User Interface, CRM, Web Analytics, Analytics, Enterprise Software, Content Management, Management, User Experience Design, Business Intelligence

Education
University of California, Irvine   1991 — 1995
BFA, Fine and Studio Arts

RDSP Ontario RDSP Ontario Toronto, Canada Area Details
RDSP Ontario's Financial Services Experience July 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   July 2012 - Present
March of dimes canada  2012 - 2013
Investors Group  January 2011 - May 2012

Skills
Disability Insurance, Long-term Care, Disabilities, Employee Benefits, Insurance, Estate Planning, Rehabilitation, Retirement Planning, Retirement, Healthcare, Volunteer Management, Accident, Small Business, Case Managment, Health Insurance, Social Services, Fundraising, Nonprofits, Coaching, Program Development, Conflict Resolution, Workshop Facilitation, Case Management, Policy, Resume Writing, Community Development, Community Outreach, Leadership, Public Speaking, Leadership Development

Education
University of Guelph   1992 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General

Kelly Feilke Kelly Feilke Colorado Springs, Colorado Details
Kelly Feilke's Financial Services Experience July 2013 - September 2014
Job Executive Director of Marketing at USA Cycling
Industry Sports
Experience
The Patrón Spirits Company  September 2014 - February 2015
Financial Services   July 2013 - September 2014
RadioShack  November 2009 - February 2013
USA Gymnastics  July 2005 - October 2009
Self-Employed  January 2004 - July 2005
U.S., Mexico, Caribbean and Central America   September 2002 - December 2003
Nestlé USA  April 1999 - August 2002
Lang & Associates  December 1994 - March 1999
Dallas International Sports Commission   July 1992 - August 1994

Skills
Strategic Planning, Marketing Strategy, Strategic Partnerships, Brand Development, Brand Awareness, Marketing, Sports Marketing, Partnership Marketing, Brand Activation, Partnership Activation, Sponsorship Activation, Public/private..., Contract Negotiation, International Marketing, Crisis Management, Team Building, Team Leadership, Cross-functional Team..., Integrated Marketing, Project Management, Sponsorship Sales, Sponsorship Research, Business Development, Return on Investment, Performance Measurement, Nonprofits, Athlete Marketing, Olympic, Endurance, NASCAR, Professional Sports, Corporate Social..., C Suite, Paid Media, Digital Marketing, CRM, Social Media, Public Relations, Internal Communications, Brand Management, Strategy, Sports, Advertising, Sponsorship, Negotiation, Event Planning, Content Development, Licensing

Education
The University of Texas at Austin
BBA, Marketing

Jessica Medina Jessica Medina Greater Chicago Area Details
Jessica Medina's Financial Services Experience August 2012 - May 2013
Job Sales manager at CQintel
Industry Marketing and Advertising
Experience
CQintel   November 2014 - Present
Financial Services   August 2012 - May 2013
Enterprise Rent-A-Car  October 2011 - August 2012
DePaul University  2010 - 2011

Skills
Facebook, Social Media, Customer Service, Event Planning, Social Networking, Social Media Marketing, Public Relations, Microsoft Office, Sales, PowerPoint, Advertising, Event Management, Marketing, Marketing Communications, Life Insurance, Term Life Insurance, Long Term Care Insurance, 401k, Fixed Annuities, Sales Management, Brand Awareness, Brand Development, Campaign Strategies, Microsoft Excel, Time Management, Microsoft Word, Public Speaking, Leadership, Marketing Strategy, Digital Marketing

Education
DePaul University   2009 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Triton College   2007 — 2009

Karyn Lord Karyn Lord Dothan, Alabama Details
Karyn Lord's Financial Services Experience December 2013 - Present
Job Administrative Assistant at Financial Services
Industry Financial Services
Experience
Financial Services   December 2013 - Present
The Sourcing Department   July 2011 - July 2012
Troy University  August 2010 - May 2011

Skills
Microsoft Office, Mac OS, Windows, Customer Service, Customer Support, Organization Skills, Non-profit Volunteering, Customer Satisfaction, Online Marketing, Event Planning, Accounts Receivable, Data Entry, Customer Relations, Direct Sales, Administrative..., Appointment Scheduling, Job Scheduling, Social Media, Retail, Creative Writing, Social Networking, Strategic Planning, Microsoft Word, Research, PowerPoint, Management, Microsoft Excel, Public Speaking, Sales, Communication, Public Relations, Filing, Accounts Payable

Education
Troy University Dothan   2012 — 2014
Bachelor's degree, Human Services, General

George C Wallace State Community College-Dothan   2008 — 2010

Emmanuel Christian School   2004 — 2008
High School

Jason Sterling Jason Sterling Greater Minneapolis-St. Paul Area Details
Jason Sterling's Financial Services Experience July 2014 - Present
Job Manager, Mutual Fund Operations at Thrivent Financial
Industry Financial Services
Experience
Financial Services   July 2014 - Present
The Hartford  June 2011 - January 2014
The Hartford  June 2006 - June 2011
The Hartford  February 2004 - June 2006
American Express  January 2001 - February 2004

Skills
Series 6, Mutual Funds, FINRA, Financial Services, Securities, Series 63, Vendor Management, Relationship Management, Customer Service, Management, Team Building, Operations Management, Employee Engagement, Employee Management, Process Improvement, Emotional Intelligence, Auditing, Business Process..., Change Management, Insurance, Loans, Microsoft Excel, Portfolio Management, Project Management, Risk Management

Education
University of Wisconsin-River Falls   1994 — 1996
NA, Mathematics

University of Minnesota-Twin Cities   1991 — 1993
NA, General Studies

Susan Dvoracek Susan Dvoracek Eau Claire, Wisconsin Area Details
Susan Dvoracek's Financial Services Experience May 2015 - Present
Job
Industry Financial Services
Experience
Financial Services   May 2015 - Present
Royal Credit Union - RCU  April 2014 - April 2015
Royal Credit Union  February 2012 - April 2014
Cramer + Associates  March 2011 - February 2012
McKendry Snow   April 2011 - October 2011
Associated Bank  September 2008 - March 2011
Associated Bank  January 2005 - September 2008
First Federal Capital Corp. La Crosse, WI   November 2000 - January 2005
First Federal Capital Corp. La Crosse, WI   January 1995 - November 2000
Jan Bell Marketing  1994 - 1994

Skills
Banking

Education
The American College   2010 — 2011
LUTCF

University of Wisconsin-Stout   1990 — 1993
Marketing Education, Business Administration, Hotel and Restaurant Management

Holly Esser Holly Esser Greater Milwaukee Area Details
Holly Esser's Financial Services Experience March 2013 - November 2014
Job Retirement Representative at a Financial Services Company
Industry International Affairs
Experience
Summit Credit Union  November 2014 - Present
Financial Services   March 2013 - November 2014
Panther Academic Support Services   January 2013 - March 2013
Panther Academic Support Services at UWM   January 2011 - December 2012
Panther Academic Support Services   September 2008 - December 2012
University of Wisconsin  September 2008 - December 2012
NAXTA S.R.L.   March 2010 - June 2010

Skills
Spanish, Italian, Tutoring, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Public Relations, Employee Relations, Event Planning, Social Media, Teamwork, Public Speaking, Social Networking

Education
University of Wisconsin-Milwaukee   2008 — 2012
Bachelor of Arts, Global Studies and Italian Studies

Università di Bologna   2010 — 2010
Study Abroad

Larry Trumbore Larry Trumbore Greater Detroit Area Details
Larry Trumbore's Financial Services Experience January 2001 - December 2007
Job Founder at For x 4 Foundation
Industry Professional Training & Coaching
Experience
For x 4 Foundation   December 2014 - Present
Cross Renovation Inc.   April 2014 - Present
Phycal Sugar   January 2011 - March 2014
Phycal LLC   January 2008 - March 2014
Financial Services   January 2001 - December 2007
Ford Motor Company  January 1999 - December 2000
Case New Holland  May 1995 - December 1998
International Paper  September 1993 - April 1995
US Army  May 1980 - August 1993
United States Military Academy  June 1990 - July 1992

Skills
Supply Chain Management, Supply Chain, Strategic Planning, Energy, Entrepreneurship, Engineering, Six Sigma, Program Management, Process Improvement, Cross-functional Team..., Start-ups, Project Management, Operations Management, Manufacturing, Leadership, Project Planning, R&D, Continuous Improvement, Sustainability, Data Analysis, Lean Manufacturing, Operational Planning, Start-up Consulting, University Teaching, Renewable Energy, Farms, farm operations, Field Operations, Operational Cost..., Systems Engineering, Logistics, Contract Management, Risk Management, Process Engineering, Purchasing, Budgets, Training, Biofuels, Transportation, Commercialization, Strategy, Supply Chain..., Process Simulation, Change Management, Team Building, Military, Organizational..., Product Development, Business Development

Education
University of Pennsylvania - The Wharton School   1988 — 1990
Master of Business Administration (M.B.A.), Economics, Entreprenuership

United States Military Academy at West Point   1976 — 1980
BS, Civil and Mechanical Engineering

Lindsey Evans Lindsey Evans Greater Boston Area Details
Lindsey Evans's Financial Services Experience June 2010 - September 2010
Job Senior Accountant at Meteorix
Industry Computer Software
Experience
Meteorix  February 2015 - Present
EssexTel   January 2014 - February 2015
EssexTel   May 2012 - January 2014
Group 1 Automotive  September 2010 - May 2012
Financial Services   June 2010 - September 2010
Putnam Investments  September 2007 - May 2010

Skills
Accounts Receivable, Customer Satisfaction, Problem Solving, Financial Reporting, Microsoft Excel, Customer Service, Management, Negotiation, Financial Analysis, Accounts Payable, Accounting, Sales, General Ledger, Access, Account Reconciliation, Process Improvement, Time Management, Forecasting, Finance, Budgets, QuickBooks

Education
University of Massachusetts Lowell   2005 — 2009
Bachelor's degree, Finance, General

Sam Almengor Sam Almengor Baltimore, Maryland Area Details
Sam Almengor's Financial Services Experience September 1997 - September 2000
Job Hardwood Floor Refinishing at Mr. Sandless Baltimore
Industry Consumer Services
Experience
Mr. Sandless Baltimore   May 2012 - Present
Senior Helpers - Baltimore   October 2011 - May 2012
Senior Helpers (Corporate HQ)   January 2011 - February 2012
Senior Helpers (Corporate HQ)   July 2009 - January 2011
Senior Helpers (Corporate HQ)   April 2007 - July 2009
LexisNexis  July 2006 - April 2007
John Wiley and Sons  April 2005 - July 2006
AllSearch Professional Staffing, Inc. (formally APEX Professional Staffing)   April 2003 - November 2004
ADP  September 2000 - April 2003
Financial Services   September 1997 - September 2000

Skills
New Business Development, Strategic Planning, Strategic Partnerships, Leadership, Business Development, Management, Team Building, Sales, Negotiation, Executive Management, Customer Service, Marketing, Account Management, Sales Management, Marketing Strategy, Contract Negotiation, Lead Generation

Education
University of Maryland - Robert H. Smith School of Business   1993 — 1997
BS, Finance & Marketing

Demetria Bitjoka Demetria Bitjoka Pensacola, Florida Area Details
Demetria Bitjoka's Financial Services Experience December 2006 - June 2007
Job Freelance Photographer at Deme Star Photography
Industry Banking
Experience
P  April 2014 - Present
Navy Gateway Inns & Suites  September 2012 - Present
Tupperware  June 2011 - Present
Balfour Beatty Communities  April 2010 - April 2012
Balfour Beatty Communities  April 2010 - April 2012
Vinmar Staffing   October 2008 - June 2009
National Bank of Canada  October 2008 - May 2009
FEDERAL CREDIT UNION  June 2007 - July 2008
Financial Services   December 2006 - June 2007
First State Bank  January 2005 - December 2006

Skills
Retail, Customer Service, Team Building, Strategic Planning, Coaching, PowerPoint, Research, Business Strategy, Microsoft Office, Project Management, Public Speaking, Outlook

Education
Strayer University   2015 — 2019
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

University of Phoenix   2009 — 2013

Warren G Harding High School   1997 — 1999

University of Phoenix

Alicia Salazar Alicia Salazar Greater Denver Area Details
Alicia Salazar's Financial Services Experience March 2011 - Present
Job Compliance Analyst
Industry Financial Services
Experience
Financial Services   March 2011 - Present
All State Promotions  May 2006 - December 2012

Skills
Social Media, Social Media Marketing, Microsoft Excel, Customer Service, Microsoft Office, Marketing, Marketing Communications, Event Management, Brand Development, Product Marketing, Event Planning, Public Relations, Social Networking, Sales

Education
University of Colorado Denver   2003 — 2008
Bachelors of Science, Marketing, Management, Psychology

Diane Key-Denbigh Diane Key-Denbigh Calgary, Canada Area Details
Diane Key-Denbigh's Financial Services Experience 2006 - 2010
Job Service Design / Service Catalog Process Manager
Industry Information Technology and Services
Experience
Alberta Health Services  March 2014 - Present
Alberta Health Services  February 2012 - Present
itSMF Canada   April 2014 - Present
itSMF - Southern Alberta Branch   2011 - Present
Diagraphix Photo Processes   1991 - February 2012
SMART Technologies  2011 - 2012
Denbigh Communications   2010 - 2011
Financial Services   2006 - 2010
Star Choice Communications  2002 - 2005
EMC  1998 - 2000

Skills
IT Service Management, ITIL, Service Design, Service Catalog, Service Management, Process Improvement, SharePoint, Incident Management, Management, Business Process, Team Leadership, Process Management, Leadership, COBIT, Training Delivery, Training, Continuous Improvement, Telecommunications, Service Operations, Call Centers, Workshop Facilitation, IT Management, Technical Support, Employee Training, Problem Management, ISO 20000, Graphic Design, Project Planning, IT Strategy, Program Management, InfoPath, Enterprise Architecture, Microsoft Office 365, Big Data

Education
COBIT   2011 — 2011

ISO / IEC 20000 Foundation Certification   2010 — 2010

ITIL V3 Expert - Lifecycle Track   2010 — 2010

Business Relationship Management
Certification in progress

Université Laval

Janet Blair Janet Blair Greater New York City Area Details
Janet Blair's Financial Services Experience October 2011 - May 2013
Job Compliance Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  May 2013 - Present
Financial Services   October 2011 - May 2013
Prudential Financial  January 2010 - October 2011
Prudential Financial  July 2007 - January 2010
Prudential  June 2005 - July 2007
American Skandia  December 2003 - June 2005
American Skandia  October 1998 - December 2003
American Skandia  May 1997 - October 1998
PhilipsMedical Systems   1987 - 1994

Skills
Problem Solving, Marketing Management, Process Improvement, Insurance, Customer Relations, Operations Management, Cross-functional Team..., Team Building, Annuities, Integrated Marketing, Talent Management, Project Execution, FINRA Series 6, Product Launches, Corporate Branding, Series 63, Collaborative, Attention To Detail, Multitasker, Building Relationships, Team Leadership, B2B, Flexibility, Fixed Annuities, Series 6, Product Launch, Customer Service, Leadership, Marketing Communications, Marketing, Project Management, Strategy, Financial Services, Management, Product Development, Investments, Analysis, Mutual Funds, Sales, Strategic Partnerships, Vendor Management

Education
Southern Connecticut State University   1995 — 1997
BS, Business with a concentration in finance

Bunnell High School

Jeffrey Fingerhut Jeffrey Fingerhut Cleveland/Akron, Ohio Area Details
Jeffrey Fingerhut's Financial Services Experience 1981 - 1988
Job Sales Executive at Action Controls
Industry Security and Investigations
Experience
Action Controls   May 2013 - Present
Security Solutions & Services   2002 - 2013
IT Consulting  1997 - 2002
Telecom, IT & Network Systems & Structured Cabling   1992 - 1997
Office Products Furniture & Electronics   1988 - 1992
Financial Services   1981 - 1988

Skills
Alarm Systems, Access Control, CCTV, Fire Alarm, Biometrics, Surveillance, Security Management, Physical Security, Security, Security Operations, Corporate Security, Security+, Asset Protection, Protection, Risk Assessment, Fire Protection, Gates, Parking Systems, Automatic Doors, IP Video, Critical Conditions, Security Monitoring, Video Verification, Loss Prevention, Intrusion Detection, IP CCTV, Video Analytics, Life Safety, Burglar Alarm, Video over IP

Education
University of Cincinnati College of Business
Finance

Alyssa Doyen Alyssa Doyen Greater New York City Area Details
Alyssa Doyen's Financial Services Experience February 2012 - March 2013
Job Financial Advisor Assistant
Industry Financial Services
Experience
Financial Services   February 2012 - March 2013
Morgan Stanley Smith Barney  October 2011 - February 2012
Euro Pacific Capital Inc   May 2009 - September 2010
Beecher Investors   August 2008 - February 2009
Osda Contract Services   June 2007 - November 2007
Mortgage Store of Connecticut   2004 - 2006

Skills
Series 7, Series 63, Trading, Investments, Finance, Alternative Investments, Corporate Finance, Asset Management, Economics, Equities, Financial Analysis, Financial Services, Loans, Mutual Funds, Portfolio Management, Securities

Education
Southern Connecticut State University   2001 — 2007
Bachelor of Science, Finance

Christopher Cronin Christopher Cronin Conway, New Hampshire Details
Christopher Cronin's Financial Services Experience October 2007 - Present
Job President of White Mountain Wealth LLC
Industry Financial Services
Experience
Financial Services   October 2007 - Present

Skills
Financial Analysis, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Investments, Mutual Funds, Insurance, Wealth Management, Business Planning, Individual Pension Plans, College Funding..., Wealth Accumulation

Education
University of Massachusetts at Lowell   2002 — 2006
Business Management

Art Crawford III, CEBS Art Crawford III, CEBS Hermitage, Tennessee Details
Art Crawford III, CEBS's Financial Services Experience April 2015 - Present
Job Implementation Manager
Industry Financial Services
Experience
Financial Services   April 2015 - Present
EMPOWER Retirement  January 2011 - April 2015
EMPOWER Retirement  March 2007 - January 2011
VALIC  October 1999 - October 2006
VALIC  October 1996 - September 1999
United States Air Force  March 1988 - April 1991

Skills
Project Management, Consultative Sales, Skilled Communicator, Technical Sales..., Technical Data Analysis, Client Collaboration, Process Improvement, RFP, Relationship Management, Non-Qualified..., Microsoft Office, 457 Plans, 403(b), 401(k)

Education
Texas Tech University   1989 — 1996
Bachelor of Science (B.S.), Financial Planning

Brian Naas Brian Naas Greater Minneapolis-St. Paul Area Details
Brian Naas's Financial Services Experience January 2015 - Present
Job Consultant
Industry Financial Services
Experience
Financial Services   January 2015 - Present
Griswold Home Care  August 2012 - December 2014
EBF & Associates  1993 - 2008

Skills
Business Management, Financial Analysis, Investment Management, Credit Analysis, High Yield, Management, Capital Markets, Portfolio Management, Hedge Funds, Equities, Investments, Private Equity, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Alternative Investments, Investment Banking, Fixed Income

Education
University of Pennsylvania - The Wharton School   1984 — 1986
Master of Business Administration (M.B.A.), Finance

University of Minnesota-Twin Cities   1977 — 1981
Bachelor's degree, Business Administration and Management, General

David Aspinwall David Aspinwall Greater Denver Area Details
David Aspinwall's Financial Services Experience August 1988 - Present
Job Chief Risk Officer and Chief Legal Officer, Litigation, Financial Services, Greenwood Village, Colorado
Industry Financial Services
Experience
Financial Services   August 1988 - Present
Burg & Aspinwall, P.C.   1980 - August 1988

Skills
Litigation, Insurance, Class Actions, Financial Risk, Corporate Governance, Risk Management, Due Diligence, Strategy, Corporate Law, Arbitration, Legal Advice, Legal Writing, Equities, Executive Management, Securities Regulation, Mergers & Acquisitions, Employment Law, Life Insurance, Commercial Litigation, Financial Services, Enterprise Risk..., Privacy Law, Litigation Management, ERISA, Fraud, Finance

Education
University of Denver - Sturm College of Law   1977 — 1980

University of Denver   1973 — 1976
BA, Political Science

Thomas Jefferson High School

University Park Elementary School

Ronny Lisenby Ronny Lisenby Dothan, Alabama Area Details
Ronny Lisenby's Financial Services Experience August 1995 - Present
Job Financial Services
Industry Investment Management
Experience
Financial Services   August 1995 - Present
Financial Services   August 1995 - Present

Skills
Mutual Funds, Investments, Insurance

Education
Troy University   1974 — 1979

Andrew Rigg Andrew Rigg Vancouver, Canada Area Details
Andrew Rigg's Financial Services Experience September 2015 - Present
Job Wealth Management Executive
Industry Financial Services
Experience
Financial Services   September 2015 - Present
TD Bank Group  January 2012 - August 2015
Westward Advisors   September 2009 - December 2011
HSBC Global Asset Management (Canada) Inc   March 2007 - March 2009
HSBC Trust Company (Canada)   August 2002 - February 2007
CIBC Global Private Banking and Trust   January 2001 - July 2002
CIBC Financial Planning Inc   January 1997 - December 2001
Greyell MacPhail, Barristers and Solicitors   January 1992 - December 1996

Skills
CLU, CFP, TEP, Certified Financial..., Mutual Funds, Wealth Management, Investments, Estate Planning, Mortgage Lending, Leadership, Investment Management, Financial Planners, Private Banking, Big-picture Thinking, Risk Management, Banking, High Net Worth..., Portfolio Management, Strategic Financial..., Creative Problem Solving, Wealth, Strategy, Business Development, Financial Advisory, Strategic Planning, Insurance, Wealth Management..., Equities, Investment Strategies, Innovation, Retirement Planning, Capital Markets, Financial Planning

Education
UBC
BA, International Relations

University of Cambridge
Master of Laws (LLM)

University of Toronto
LLB

Rozer Rafa Rozer Rafa Dallas/Fort Worth Area Details
Rozer Rafa's Financial Services Experience January 2010 - Present
Job Short Term Bad Credit Loans at Financial Services
Industry Facilities Services
Experience
Financial Services   January 2010 - Present
Short Term Bad Credit Loans   August 2004 - Present

Skills
Employee Benefits, Coordination, Financial Risk, Automotive, Video Production, Payday Loans, Finance, Project Finance, Personal Finance, Leveraged Finance, Managerial Finance, Financial Analysis, Financial Accounting, Financial Services, Financial Markets, Financial Statements, Cash Flow, Unsecured Loans, Business Loans, VA Loans

Education
UC Berkeley   2006 — 2009
Master of Business Administration (M.B.A.), Business/Managerial Economics

Joseph I Joseph I Greater New York City Area Details
Joseph I's Financial Services Experience August 2011 - March 2013
Job Private Wealth Manager at Spartan Capital Securities, LLC
Industry Financial Services
Experience
Spartan Capital Securities, LLC  March 2011 - Present
Financial Services   August 2011 - March 2013
Pfizer  August 2007 - January 2011
Military  September 2000 - August 2007

Skills
Real Estate, Team Building, Negotiation, Training, Leadership, Strategic Planning, Quality Control, Sales, Contract Negotiation, Team Leadership, Project Management, Process Improvement, Customer Service, Management, Budgets, Microsoft Office, Sales Management, Economics, Strategic Financial..., Personal Financial...

Education
The University of Connecticut   2007 — 2012
BS/BA, Economics and Finance, 3.3

The University of Connecticut   2007 — 2012
Bachelor of Science (BS), Economics

Isabelle Myers Isabelle Myers Beverly Hills, California Details
Isabelle Myers's Financial Services Experience August 2011 - Present
Job Intern at Financial Services
Industry Financial Services
Experience
Financial Services   August 2011 - Present
Tocaloma   June 2008 - September 2008
Donner Ski Ranch   December 2006 - February 2007

Skills
Psychology, Corporate Finance, Consumer Behavior

Education
UCLA   2007 — 2011
Bachelor of Science, Psychology

Brentwood School   2001 — 2007

Matthew Coughlin Matthew Coughlin Greater Denver Area Details
Matthew Coughlin's Financial Services Experience August 2013 - 2014
Job Internal Wholesaler at Transamrica Capital Inc.
Industry Financial Services
Experience
Financial Services   August 2013 - 2014
Coughlin Training   June 2010 - March 2013
Sierra Fitness   January 2007 - February 2013
Sellers & Sons Construction   May 2002 - August 2006
Habitat for Humanity  January 2000 - January 2001

Skills
Client Development, Motivation, Small Business, Creative Solutions, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Salesforce.com, Social Media, Winning Teams, Team Building, Leadership, Management, Problem Solving, Social Media Marketing, Operations Management, Training, Contract Negotiation, Retirement Planning

Education
University of Arizona
Bachelor of Arts, Psychology; Minors Business & Philosophy

Amy Ashcraft Amy Ashcraft Cincinnati Area Details
Amy Ashcraft's Financial Services Experience February 2015 - Present
Job Owner at bakery 513, LLC
Industry Financial Services
Experience
bakery 513, LLC   2014 - Present
Financial Services   February 2015 - Present
United States Army Reserve  January 2002 - Present
Financial Services   March 2010 - February 2015
Financial Services   April 2008 - March 2010
Rapid Draw, Inc.   July 2007 - April 2008
St. Francis de Sales School  August 2006 - June 2007

Skills
Social Media, Social Networking Sites, Writing Skills, Social Networking, Leadership, Public Speaking, Customer Service, Outlook, Microsoft Office, PowerPoint, Management, Event Planning, Teaching, Editing, Leadership Development, Social Media Marketing, Blogging

Education
Xavier University   2011 — 2015
MBA, Business

The Ohio State University   2002 — 2006
Bachelor, Music Education

Erika Jane Gosney Erika Jane Gosney Denver, Colorado Details
Erika Jane Gosney's Financial Services Experience September 2011 - May 2012
Job PRT Scientist at Terumo BCT
Industry Biotechnology
Experience
Terumo BCT  May 2012 - Present
University of Colorado at Boulder  January 2012 - May 2012
Financial Services   September 2011 - May 2012
University of Colorado - Neuroimmunophysiology Lab   August 2010 - May 2011
Aspen Sailing School   2005 - 2008
Pacifica Seafood and Raw Bar   2005 - 2008

Skills
Excel, Outlook, Microsoft Money, Data Analysis, Microsoft Office, Team Leadership, Attention To Detail, Organizational..., Teacher Training, Teaching Experience, PowerPoint, Writing, Technical Writing, Accounting, Customer Relations, Employee Relations, Spanish, Public Speaking, Health, QuickBooks, Cell Culture, Report Writing, Data Entry, Data Collection, Bacteriology, Virology, Hematology, Quality Assurance, Bacterial Culture, GLP, Collaboration, Biotechnology, Bloodborne Pathogens, GraphPad Prism, Scientific Writing, Study Reports, Scientific Reports, Scientific Papers, Scientific Analysis, Scientific Review, Coagulation, Blood Transfusion, Therapeutic Areas, Assay Development, ELISA, Microsoft Excel

Education
University of Colorado at Boulder   2008 — 2012
Bachelors of Science, Integrative Physiology

Aspen High School   2004 — 2008

Victor Manuel Colin Ladron de Guevara Victor Manuel Colin Ladron de Guevara Greater Seattle Area Details
Victor Manuel Colin Ladron de Guevara's Financial Services Experience November 2007 - Present
Job Employee Benefits Advisor
Industry Financial Services
Experience
Financial Services   November 2007 - Present
Paramatrix Stone Company.   March 2005 - November 2008

Skills
Employee Benefits, insurance, Disability Insurance, Long Term Care Insurance, Microsoft Office

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey
Business Administration and Management, General

James (Jim) Turner, CRPC® James (Jim) Turner, CRPC® Greenville, South Carolina Area Details
James (Jim) Turner, CRPC®'s Financial Services Experience 2011 - Present
Job All About Retirement
Industry Financial Services
Experience
Financial Services   2011 - Present
various employers  December 1985 - March 2012
All About Retirement   2011 - 2012
Custom Hardscape Solutions   2006 - 2007

Skills
Investments, Retirement Planning, Qualified Retirement..., Disability Insurance, Business Owner Planning, Estate Planning, Life Insurance

Education
University of Dayton   1982 — 1984
Bachelor of Science (BS), Marketing and Finance

Centerville HS

Stuttgart American HS

Daisy Escalante, CCP, SPHR Daisy Escalante, CCP, SPHR Greater New York City Area Details
Daisy Escalante, CCP, SPHR's Financial Services Experience 1995 - 1996
Job SVP, Human Resources
Industry Banking
Experience
SMBC  2008 - November 2014
SMBC  1999 - 2007
SMBC  1996 - 1998
Financial Services   1995 - 1996
Savings Bank Trust   1994 - 1995
Lehman Brothers  1989 - 1994

Skills
Succession Planning, Performance Management, Leadership, Management, Employee Engagement, Change Management, Financial Analysis, Employee Relations, Talent Acquisition, Talent Management, Deferred Compensation, HRIS, Mergers & Acquisitions, Banking, Human Resources

Education
Baruch College
Masters, Education

Mercy College
Masters, Human Resources

University of Michigan - Stephen M. Ross School of Business
Executive HR Program

Eric Robinson Eric Robinson New York, New York Details
Eric Robinson's Financial Services Experience March 2010 - February 2012
Job Embrace the Future, One Hire at a Time
Industry Financial Services
Experience
BlackBriar Associates   February 2012 - Present
Financial Services   March 2010 - February 2012
Greenbrier Capital   February 2000 - January 2010

Skills
Networking, Research, Marketing Strategy, Social Media Marketing, Digital Media, Strategic Planning, Value Stream Mapping, Business Development, Investments, Social Media, Market Research, CRM, Strategy, Entrepreneurship, Competitive Analysis, Start-ups, Marketing, Business Strategy, Analytics, Management

Education
University of California, Los Angeles   1995 — 1999
Bachelor of Arts (B.A.), Economics

Fotis Kalliontzis Fotis Kalliontzis Greater New York City Area Details
Fotis Kalliontzis's Financial Services Experience January 2009 - December 2013
Job Financial Credit Analyst & Financial Management
Industry Financial Services
Experience
financial services   January 2009 - December 2013

Education
Università di Bologna   1992 — 1997
Bachelor's degree, Economics & Statistics Sciences

Jeremy Stump Jeremy Stump Colorado Springs, Colorado Area Details
Jeremy Stump's Financial Services Experience December 2007 - September 2009
Job Regional Manager at Total Lending Concepts, Inc
Industry Real Estate
Experience
Total Lending Concepts, Inc   August 2014 - Present
LeaderOne Financial  September 2009 - August 2014
Financial Services   December 2007 - September 2009
United States Air Force  May 1995 - February 2001

Skills
VA loans, FHA, First Time Home Buyers, Loans, Credit, Mortgage Lending, Real Estate Transactions, Investment Properties, USDA, Refinance, Mortgage Banking, Loan Origination, FHA financing, Sellers, Foreclosures, Residential Mortgages, Real Estate, Selling, Investments, Brokerage, Residential Homes, Short Sales, Certified Mortgage..., Small Business, Reverse Mortgages, Finance, Investors, REO, Leadership, Sales, Construction Loans, Government Loans, Home Equity Loans, Referrals, Mortgage Marketing, Underwriting, Mortgage Underwriting, Commercial Mortgages, Loss Mitigation, New Home Sales, HUD, Single Family Homes, VA Loans, FHA Financing

Education
University of Maryland College Park   1996 — 1999
Bachelor's, Russian Language and Linguistics

Community College of the Air Force   1995 — 1999
Russian Language, Military Studies

Pacific High School

Troy Casanova Troy Casanova San Antonio, Texas Details
Troy Casanova's Financial Services Experience December 2014 - Present
Job Software Engineer
Industry Computer Software
Experience
Financial Services   December 2014 - Present
The Home Depot  January 2014 - December 2014
Thomson Reuters  August 2012 - December 2013
Vendor Safe Technologies  February 2010 - May 2012
Texas A&M University Computer Science   August 2009 - January 2010
Texas A&M University Electrical Engineering   January 2009 - August 2009

Skills
Linux, C++, Firewalls, Computer Hardware, C#, ASP.NET, Microsoft SQL Server, JavaScript, ASP.NET AJAX, jQuery, LINQ, XML, HTML, CSS, Clarion, C, Agile Methodologies, Unit Testing, Object Oriented Design, Mac OS, Windows

Education
Texas A&M University   2007 — 2012
Bachelor of Science (B.S.), Computer Engineering

Jamila Hodge Jamila Hodge Houston, Texas Area Details
Jamila Hodge's Financial Services Experience August 2009 - January 2012
Job Account Executive
Industry Financial Services
Experience
Coldwell Banker United  January 2012 - Present
LabXpress, Clinincal Laboratory   January 2012 - Present
Financial Services   August 2009 - January 2012

Skills
Income Protection, Retirement Planning, IRAs, Series 6, Retirement, Roth IRA, Mutual Funds, Strategic Financial..., 401k, College Savings Plans, Investments, Sales, Real Estate, Leadership, Investment Properties, Relocation

Education
University of Houston   2001 — 2006
BA, Advertising and Global Business

Yvonne Ghik Yvonne Ghik Vancouver, Canada Area Details
Yvonne Ghik's Financial Services Experience November 2008 - Present
Job Life and Health Insurance Advisor at Financial Services
Industry Financial Services
Experience
Linked: Vancouver   December 2011 - Present
Get Money Savvy   February 2011 - Present
Young Successful Woman   June 2010 - Present
Financial Services   November 2008 - Present
BCAA  January 2008 - August 2008

Skills
Insurance

Education
Simon Fraser University   2004 — 2006
BA, Economics

Witt Storm Witt Storm Jacksonville, Florida Area Details
Witt Storm's Financial Services Experience August 2002 - Present
Job Stockbroker
Industry Financial Services
Experience
Financial Services   August 2002 - Present

Education
University of Florida

The Bolles School

George Goulas George Goulas Greater Boston Area Details
George Goulas's Financial Services Experience 2007 - 2008
Job Registered Representative and Finacial Advisor at Girard Financial Group, LLC
Industry Financial Services
Experience
Girard Financial Group, LLC   February 2014 - Present
New England Securities  2008 - February 2014
Financial Services Industry  2008 - 2008
Financial Services   2007 - 2008
MassMEP  2006 - 2008
Vaupell  2005 - 2006
Accellent (MedSource)   January 2004 - December 2004
Boston Scientific  January 1994 - December 2002

Skills
Retirement Planning, Disability Insurance, Mutual Funds, Insurance, Life Insurance, Cross-functional Team..., Employee Benefits, Financial Advisory, Process Improvement, Strategic Planning, Medical Devices, Long Term Care Insurance, New Business Development, IRAs, Term Life Insurance, Leadership, Training, Small Business, Sales, Series 63

Education
Worcester Polytechnic Institute
MBA

Austin Preparatory School

Suffolk University
BS, Biology

David P. Jurist David P. Jurist Greater Denver Area Details
David P. Jurist's Financial Services Experience 2012 - Present
Job The Innovation Nation
Industry Information Technology and Services
Experience
Financial Services   2012 - Present
Customer Experience Analytics   2011 - 2011
Professional Telecommunications Services   2010 - 2011
Satellite Broadband   2008 - 2010
Lucent Technologies/Avaya Inc.   1999 - 2006
Former clients   1987 - 1999

Skills
BI, IVR, Java, Telecommunications, Business Management, Call Center, Analytics, Integration, Team Leadership, Software Development, SQL, Business Intelligence, Management, Vendor Management, SDLC, Call Centers, Project Management, SharePoint, Strategic Planning, Strategy, Process Improvement, Cross-functional Team..., Enterprise Software, Software Documentation, Program Management, CRM, Troubleshooting, Training, Data Warehousing, Cloud Computing, Business Analysis, Requirements Analysis, Professional Services

Education
University of Denver   1995 — 2000
MCIS, Computer Information Systems

University of Denver   1995 — 2000
MTEL, Telecommunications Management

University at Albany, SUNY
B.S., Finance & Marketing

Borromeo Seminary College   1967 — 1971
A.B., Humanities

Amy Ream Amy Ream San Francisco Bay Area Details
Amy Ream's Financial Services Experience 1993 - 2004
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
a ream & ink   2005 - Present
Financial Services   1993 - 2004

Education
University of California, Berkeley   1985 — 1990

Kate Carney Kate Carney New York, New York Details
Kate Carney's Financial Services Experience October 2013 - Present
Job Executive Assistant
Industry Financial Services
Experience
Financial Services   October 2013 - Present
Aquent  January 2013 - October 2013
Jenny Yoo Collection  September 2010 - December 2012
Jenny Yoo Collection  April 2007 - September 2010

Skills
Sales Management, Customer Experience, Customer Satisfaction, CRM, Client Relationship..., Merchandising, Strategy, Marketing, Social Media Marketing, Account Management

Education
University of Florida   2005 — 2006
Masters of Science, Special Education

University of Florida   2002 — 2005
Bachelors of Science, Elementary Education

Paramus high school   1998 — 2001

Simon Dougon Simon Dougon Charlotte, North Carolina Details
Simon Dougon's Financial Services Experience January 2005 - Present
Job loans short term
Industry Financial Services
Experience
Self-employed  January 2005 - Present
Financial services   January 2005 - Present

Skills
Financial Reporting, Business Development, Entrepreneurship, General Ledger, Sales Management, Software Sales..., Managing Complex Sales, Strategic Account, Strategic Account..., C-Level Presentations, Enterprise Technology..., Predictive Analytics, Channel Sales, Sales Channel..., Corporate Sales..., Organizational..., Organizational Structure, Organizational..., Organizational..., Business Performance..., Sales Cycle Management, Recruiting, Technical Recruiting, Internet Recruiting, Financial Recruiting, IT Recruitment, Human Resources, New Business Development, Business Process..., Management, Project Management, Program Management, Team Management, Social Networking, Social Networking Sites, Mobile Social Networking, Social Networking Apps, Social Networking..., Business Intelligence, Business Intelligence..., Permanent Recruitment, Team Building, Finance, Risk Management, Call Centers, Credit, Process Improvement, Strategic Planning, Financial Services, Loans

Education
US Naval Academy
Master of Business Administration (MBA)

Janice Taylor Janice Taylor Greater Chicago Area Details
Janice Taylor's Financial Services Experience August 2012 - March 2015
Job Compliance Professional
Industry Financial Services
Experience
US Bancorp  March 2015 - Present
Financial Services   August 2012 - March 2015
Citigroup  April 2000 - June 2012
Rolling Out Urbanstyle Weekly   June 2002 - September 2004
Trans Union Credit Corporation   June 1990 - July 1997

Skills
Healthcare, Fixed Annuities, Strategic Financial..., Risk Management, Financial Services, Loans, Retirement, Public Speaking, Financial Analysis, Team Building, Finance, Estate Planning, Life Insurance, Series 63, Retirement Planning, IRAs, Investments, Investment Advisory, Small Business, Mutual Funds, Securities, Financial Planning, Business Development, Social Media, Budgets, Coaching, Management, Marketing, Sales

Education
University of Illinois at Chicago   1986 — 1991
Bachelor of Arts, English

Whitney M. Young

J. Phillip Camp J. Phillip Camp Greater Boston Area Details
J. Phillip Camp's Financial Services Experience March 2015 - Present
Job Director Software Systems Engineering, Web & Mobile at Financial Services
Industry Information Technology and Services
Experience
Financial Services   March 2015 - Present
Putnam Investments  July 2012 - March 2015
Putnam Investments  October 2010 - July 2012
IBM  June 2010 - October 2010
IBM  September 2007 - October 2010
IBM  June 2008 - June 2010
IBM  July 2006 - June 2008
IBM  July 2006 - September 2007
E Space Communications   October 2000 - July 2006
Self Employed  September 1997 - February 2004

Skills
Technical Leadership, IT Strategy, Collaborative Innovation, Process Improvement, Web Applications, Mobile Web Applications, Vendor Management, Technical Communication, Innovation Management, Program Management, Cloud Computing, Software Project..., Solution Architecture, Version Control, Architecture, Enterprise Architecture, Organizational..., Business Transformation, IT Outsourcing, Integration, Object Oriented Software, Agile Methodologies, Governance, Design Patterns, Web Services, Data Services, SOA, User Experience, Responsive Design, User Interface, Information Architecture, Front-end Development, Interaction Design, User Interface Design, Middleware, Databases, Business Analysis, RIA, HTML, CSS, JavaScript, jQuery, AJAX, JSON, XML, Java, MySQL, Flex, ActionScript, Mobile Applications

Education
The Ohio State University   2001 — 2006
BS, Computer Science and Engineering

Luke Pearson Luke Pearson Dallas/Fort Worth Area Details
Luke Pearson's Financial Services Experience August 2007 - Present
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Financial services   August 2007 - Present
Verizon, Frito-Lay North America, Schneider Electric   2002 - 2007
Dell  June 2000 - February 2001
International Freight Forwarders   1995 - 1998

Skills
Banking, Digital Marketing, Marketing Strategy, Retail Banking, Portfolio Management, Strategic Planning, Marketing, Strategy, Analytics, Vendor Management, Marketing Communications, Leadership, Content Strategy, Social Media, Email Marketing, Integrated Marketing, Management, Online Marketing

Education
The University of Texas at Austin - Red McCombs School of Business   1998 — 2000
M.B.A.

Universität St.Gallen

The University of Texas at Austin
B.A.

Universität Würzburg

Amado Rivera, Jr. Amado Rivera, Jr. San Francisco Bay Area Details
Amado Rivera, Jr.'s Financial Services Experience June 2009 - Present
Job W&R
Industry Financial Services
Experience
Financial Services   June 2009 - Present
LW  June 2006 - January 2009

Skills
Asset Allocation, Investment Advisory, Portfolio Management, Series 63, Asset Management, Series 7, Equities, Investments, Investment Strategies, Estate Planning, Wealth Management, Fixed Income, Financial Advisory, Wealth Management..., Series 65, Strategic Financial..., Mutual Funds, Life Insurance, Investment Management, Retirement Planning, Retirement, ETFs, Uniform Combined State...

Education
University of California, Santa Barbara   2001 — 2004
Business/Econmics

College of Alameda   1999 — 2001
Associate's degree

Alameda

Malerie Keane Malerie Keane San Francisco Bay Area Details
Malerie Keane's Financial Services Experience May 2014 - Present
Job Registered Sales Associate
Industry Financial Services
Experience
Financial Services   May 2014 - Present

Education
University of California, Los Angeles
B.A., Communications

Jason D Crook Jason D Crook Greater Philadelphia Area Details
Jason D Crook's Financial Services Experience January 2014 - April 2014
Job Director at Bridgeforce
Industry Financial Services
Experience
Bridgeforce  August 2014 - Present
Bridgeforce  May 2014 - July 2014
Financial Services   January 2014 - April 2014
GECC, Inc.   February 2011 - December 2013
Bank of America  April 2004 - February 2011
MBNA  2004 - 2006
MBNA  2001 - 2004
MBNA  June 1999 - May 2001

Skills
Credit, Strategy, Risk Management, Leadership, Finance, Business Analysis, Executive Management, Management, Portfolio Management, Analysis, Loans, Financial Services, Banking, Credit Cards, Vendor Management, Consumer Lending, Organizational..., Analytics, Process Improvement, Strategic Planning, Business Planning, Regulatory Compliance, Financial Analysis, Financial Risk, Microsoft Excel, Loss Mitigation, Customer Service, Mortgage Lending, Forecasting, Underwriting, Web Development, Access, Mergers & Acquisitions, Google Analytics, Outsourcing, Business Strategy, SQL, Credit Risk, Negotiation, Training, Marketing, Business Process, Call Centers, Business Development, Customer Acquisition, Team Management, Sales, Relationship Management

Education
University of Delaware   1994 — 1998
Business Administration and Management, General

Caravel Academy   1990 — 1994
Highschool Degree, College Preparitory

Glenn Huston Glenn Huston Greater San Diego Area Details
Glenn Huston's Financial Services Experience 1988 - 1995
Job Glenn Huston Executive Recruiter
Industry Staffing and Recruiting
Experience
Executive Search  January 2006 - Present
CSC Corporation  January 1995 - November 2006
Financial Services   1988 - 1995

Skills
Aerospace, Alternative Energy, Power Electronics, Solar, Technical Recruiting, Manufacturing..., Engineering Management, Renewable Energy, Global Sourcing, Permanent Placement, Executive Search, Full-cycle Recruiting, Six Sigma, Semiconductors, Lean Manufacturing, Procurement, Supply Chain Management, Electrical, Sourcing, Manufacturing, Electricians, SDLC, Solar Energy, Recruiting, Electrical Engineering, Temporary Placement, Strategic Sourcing, Process Improvement, Contract Negotiation, Strategy, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Onboarding, Talent Acquisition, Talent Management, Interviews, Employer Branding, Human Resources, HR Consulting, Personnel Management, Staffing Services, College Recruiting, Benefits Negotiation, Hiring, Workforce Planning, Resume Writing, Vendor Management, Search, HRIS

Education
University of Massachusetts, Amherst   1982 — 1986
BA, Economics

Tasso Rodopoulos Tasso Rodopoulos Atlanta, Georgia Details
Tasso Rodopoulos's Financial Services Experience June 2011 - November 2012
Job Data and Reporting Supervisor at UPS
Industry Information Technology and Services
Experience
UPS  August 2015 - Present
UPS  November 2012 - Present
Financial Services   June 2011 - November 2012
Maximum Processing, Inc.   September 2010 - March 2011
Byte Computer S.A.   February 2009 - June 2010
iteam technology solutions s.a.   October 2007 - January 2009
ATEbank   May 2006 - October 2007

Skills
Oracle SQL, C#, .NET, VB.NET, JavaScript, SQL Server, Java, SQL, MySQL, HTML, ASP.NET, XML, Visual Basic, jQuery, CSS, Web Development, Windows, JSP, AJAX, Software Development, Visual Studio, DHTML, J2EE, MS Project, Eclipse, XHTML, Microsoft Office, Business Analysis, Programming, Requirements Analysis, Integration, Software Project..., Web Services, Access, Agile, Oracle, WCF, Database Design, PL/SQL, Microsoft SQL Server, UML, SOA, Databases, XSLT, Unix, Linux, Agile Methodologies, SDLC, Enterprise Architecture

Education
University of Indianapolis   2000 — 2004
Bachelor of Arts (B.A.), Computer Science

Mariano Bautista Mariano Bautista Greater Chicago Area Details
Mariano Bautista's Financial Services Experience January 2015 - Present
Job Team Builder Hegemon Group International
Industry Financial Services
Experience
Financial Services   January 2015 - Present
AIG  2015 - 2015
AIG  2015 - 2015
WFG  2012 - 2015
WFG  2012 - 2015
Transamerica  2012 - 2015
Transamerica  2012 - 2015
Honeywell Analytics  July 2012 - September 2013
Honeywell Analytics  2012 - 2013
Honeywell Analytics  2012 - 2013

Skills
Inspection, Calibration, CAPA, Quality Management, Quality System, Manufacturing, GMP, Soldering, Troubleshooting, Quality Assurance, Quality Auditing, ISO, Software Documentation, Medical Devices, Quality Control, Testing, Lean Manufacturing, 5S, Electronics, Electricians, Six Sigma, Sop, Validation, FDA, Change Control, Maintenance & Repair, DMAIC, Root Cause Analysis

Education
University of Baguio   1985 — 1990
BSCE, Civil Engineering

Jeffrey Regalado Jeffrey Regalado Greater New York City Area Details
Jeffrey Regalado's Financial Services Experience August 2013 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Financial Services   August 2013 - Present

Skills
Public Speaking, Financial Planning, Mutual Funds, Retirement Planning, Pensions, College Education..., Certified Mortgage..., Life Insurance, Investments, Employee Benefits, Fundraising, Leadership, Estate Planning, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Non-profits, Outlook, Photoshop, PowerPoint, Recruiting, Research, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Team Leadership, Community Outreach, Event Planning, Customer Service, Facebook, Nonprofits

Education
SUNY Albany   2006 — 2010

Cardinal Hayes High School   2002 — 2006

Marc Scribi Marc Scribi Greater Boston Area Details
Marc Scribi's Financial Services Experience September 2009 - December 2009
Job Staff Accountant at Rodman & Rodman, P.C.
Industry Accounting
Experience
Rodman & Rodman, P.C.   August 2014 - Present
Forman, Itzkowtitz, Bernesen,   September 2011 - July 2014
Financial Services   September 2009 - December 2009

Skills
Accounting, Auditing, Financial Statements, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Accounting, Tax Preparation, PowerPoint, QuickBooks, Microsoft Word, Compilation Of..., Corporate tax..., Review engagements, HUD audits, Finance, Financial Reporting, Account Reconciliation, US GAAP, External Audit, Financial Modeling, Corporate Tax, Leadership, General Ledger, Investments, Economics, Analysis, Bloomberg, Income Tax, Tax Accounting

Education
Suffolk University - Sawyer Business School   2014 — 2016
Master of Business Administration (MBA), Accounting

University of New Hampshire - Whittemore School of Business and Economics   2007 — 2011
Bachelor of Science, Business Administration; Accounting

University of Newhampshire   2007 — 2011
BS, Accounting

Andrew Krout Andrew Krout Greater Boston Area Details
Andrew Krout's Financial Services Experience July 2015 - Present
Job Vice President, CCO
Industry Financial Services
Experience
Financial Services   July 2015 - Present
Financial Services   May 2013 - Present
Edward Jones  June 2012 - August 2012
M&T Bank  May 2012 - May 2012
Roche Financial Partners   2011 - 2011

Skills
Finance, Insurance, Investments, Wealth Management, Time Management, Social Skills, Microsoft Excel, Accounting, Financial Reporting, Access, Analysis, Financial Analysis

Education
St. Francis University   2009 — 2013
Bachelor of Science Degree, Accounting and Finance, 3.62

Arielle Hansen Arielle Hansen San Diego, California Details
Arielle Hansen's Financial Services Experience March 2015 - Present
Job Sales Assistant, Registered Representative at Financial Services
Industry Financial Services
Experience
Financial Services   March 2015 - Present

Education
Sierra College
International Business

Njeri Joseph Njeri Joseph Miami/Fort Lauderdale Area Details
Njeri Joseph's Financial Services Experience March 2015 - Present
Job District Manager Financial Service Firm
Industry Financial Services
Experience
Financial Services   March 2015 - Present

Education
St. John's University   2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General

Yashica Hudson-Timmons Yashica Hudson-Timmons Greater Atlanta Area Details
Yashica Hudson-Timmons's Financial Services Experience November 1999 - October 2003
Job Accounting Specialist
Industry Financial Services
Experience
BlueLinx Corporation  May 2015 - Present
BlueLinx Corporation  March 2005 - Present
BlueLinx Corporation  August 2005 - March 2007
Tandem Staffing/Bluelinx   January 2005 - August 2005
Travel Mgmt Srvcs/Florida State Realty Group   March 2004 - August 2005
Financial Services   November 1999 - October 2003

Skills
Word, Excel, Accounts Payable, Spreadsheets, Quickbooks, Invoicing, Outlook, Customer Service, PowerPoint, Access, Accounts Receivable, Administration, Microsoft Office, Accounting, General Ledger

Education
Southern New Hampshire University   2014 — 2018
Legal Studies, General

Norcross High School   1997 — 1997
Academic Diploma

Fred Pagel A.R.M. Fred Pagel A.R.M. Hendersonville, Tennessee Details
Fred Pagel A.R.M.'s Financial Services Experience January 1998 - November 2000
Job Loss Control Consultant
Industry Insurance
Experience
Self-employed  August 2004 - Present
Indepemdent Loss Control Consultant   August 2004 - Present
Innovative Risk Management  November 2000 - July 2004
Financial Services   January 1998 - November 2000
General Accident  1980 - 1997

Skills
Risk Management, Property & Casualty..., Liability, Insurance, Trading, Financial Risk, Claims Management, Legal Liability, Property, Commercial Insurance, Professional Liability, Casualty, Workers Compensation, Risk Assessment, General Insurance, Casualty Insurance

Education
Insurance Institute of America   1972 — 1973
Assoc in Risk Management, Insurance

The University of Memphis   1965 — 1969
Bachelor of Science (BS), Engineering/Industrial Management

Steven Kemmerling Steven Kemmerling Chicago, Illinois Details
Steven Kemmerling's Financial Services Experience July 2001 - Present
Job Founder & CEO at Enhanced Compliance Solutions, Inc.
Industry Financial Services
Experience
Enhanced Compliance Solutions, Inc.   November 2014 - Present
Financial Services   July 2001 - Present

Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Investment Banking, New Business Development, Investments, Corporate Finance, Entrepreneurship, Finance, Portfolio Management, Real Estate, Start-ups, Leadership, Budgets, Forecasting, Due Diligence, Financial Analysis, Strategic Planning

Education
The Founder Institute   2014 — 2015
Entrepreneurship/Entrepreneurial Studies

Southern Methodist University   1997 — 2001
Magna Cum Laude: Economics (B.S.) & Public Policy (B.A.), 3.8 / 4.0

St. Ignatius High School   1993 — 1997
Diploma

Pete Abolverdi, MBA Pete Abolverdi, MBA Greater Los Angeles Area Details
Pete Abolverdi, MBA's Financial Services Experience April 2012 - Present
Job Enterprise Global Strategy Consultant
Industry Financial Services
Experience
Financial Services   April 2012 - Present

Skills
Strategy, Financial Modeling, Competitive Analysis, Start-ups, Investments, Strategic Planning, Business Strategy, Business Development, Management Consulting, Marketing Strategy, Management, Finance, Financial Services, Executive Management, Commercial Real Estate, Risk Management, Banking

Education
California State University - Monterey Bay   2009 — 2012
Executive Masters in Business Administration - EMBA, Business Administration and Management, General

University of Central Florida   1998 — 2001
Organizational Management - HR, Organizational Communication, General

Ramiro Pequeno Ramiro Pequeno McAllen, Texas Area Details
Ramiro Pequeno's Financial Services Experience 1992 - Present
Job VP Financial Services
Industry Financial Services
Experience
Financial Services   1992 - Present

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Retirement, IRAs, Strategic Financial..., Debt Elimination, Series 6, Term Life Insurance, Insurance, 401k, Financial Analysis, Series 63, Securities, Roth IRA, Financial Education, Life Insurance, Income Protection, Long-term Care, Financial Services, Investment Strategies, Small Business, Asset Management, Debt Management

Education
Texas A&M University   1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Biomedical Sciences, General

The University of Texas at Austin   1987 — 1990
Bachelor of Pharmacy (B.Pharm.), Pharmacy

Michaele Thompson Michaele Thompson Fishers, Indiana Details
Michaele Thompson's Financial Services Experience July 2012 - August 2013
Job Sales and Design Consultant at Custom Floors
Industry Building Materials
Experience
Custom Floors  October 2014 - Present
Unique Home Solutions  December 2013 - September 2014
Financial Services   July 2012 - August 2013
Ascent Home Loans Incorporated  February 2010 - January 2011
Regions Mortgage  November 2007 - July 2008
The Sanders Group  1991 - 1998

Education
University of Indianapolis   1985 — 1989
Bachelor of Science (B.S.), Elementary Education

University of Indianapolis   1985 — 1989
Bachelor's degree, Education

David Lenorekoch David Lenorekoch Boynton Beach, Florida Details
David Lenorekoch's Financial Services Experience October 2008 - Present
Job Financial Analysit at Financial Services
Industry Financial Services
Experience
Financial Services   October 2008 - Present
FL Accounting   May 2003 - September 2006

Skills
Financial Analysis, Account Management, Financial Planning, Financial Reporting, Accounting, Business Analysis, Data Analysis

Education
University of Florida   1986 — 1990
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.7

Austin Copp Austin Copp New York, New York Details
Austin Copp's Financial Services Experience ResearchBridgewater Associates2011 - 2011
Job Associate at Financial Services
Industry Financial Services
Experience
Financial Services   ResearchBridgewater Associates2011 - 2011

Education
UCLA
Bachelor of Science (BSc), Mechanical Engineering, Summa Cum Laude

Michael Renner Michael Renner Dublin, Ohio Details
Michael Renner's Financial Services Experience October 2006 - August 2008
Job Billing Manager at IGS Energy
Industry Utilities
Experience
IGS Energy  February 2015 - Present
IGS Energy  September 2008 - February 2015
Financial Services   October 2006 - August 2008
GE Money  May 2001 - January 2006

Skills
Process Improvement, Call Center, Operations Management, Financial Analysis, Change Management, Six Sigma, Strategic Planning, Credit, Team Building, Risk Management, Data Analysis, Vendor Management, Accounts Payable, Accounts Receivable, Collections, Business Process..., Call Centers

Education
The College of Wooster   1995 — 1997

Tim Smitth Tim Smitth San Francisco Bay Area Details
Tim Smitth's Financial Services Experience February 2005 - Present
Job Financial Service provider and currently working with: www.loansforjoblesspeople.com
Industry Financial Services
Experience
Financial Services   February 2005 - Present

Skills
Financial Services, Loans, Banking, Mortgage Lending, Credit, Commercial Real Estate, Funding, Loan Origination, Residential Mortgages, Finance, Refinance, Business, Small Business, Mortgage Banking, Business Development, SEO, Email Marketing, Online Advertising, Sales, Digital Marketing, Management, Social Media Marketing, Marketing Strategy, Marketing, Online Marketing, Payday Loans, Financial Analysis, Financial Accounting, Financial Planning, Financial Audits, Financial Risk, Financial Statements, Financial Markets

Education
University of California, Los Angeles

Dax McMenamin Dax McMenamin Tucson, Arizona Area Details
Dax McMenamin's Financial Services Experience May 2010 - Present
Job Certified Financial Professional®
Industry Financial Services
Experience
Financial Services   May 2010 - Present
Bank of the West  June 2013 - January 2015
Chase  November 2010 - June 2013
Wells Fargo  October 2006 - May 2010
Wells Fargo  2000 - May 2010
Wells Fargo  January 2003 - October 2006
Wells Fargo  January 2000 - January 2003
Wells Fargo  January 1998 - January 1999

Education
University of Idaho   1993 — 1995
B.S, Political Science; Applied Statistics

Stephan McCarroll Stephan McCarroll Murrieta, California Details
Stephan McCarroll's Financial Services Experience April 1984 - November 2010
Job Co Founder at Trends2000 Training Center
Industry Management Consulting
Experience
Tela.Care   May 2015 - Present
BlogTalkRadio  September 2010 - Present
Middle East Peace Update Report   May 2000 - Present
Trends2000 Training Center   April 1990 - Present
Financial Services   April 1984 - November 2010
Print Media Industry   May 1993 - January 2000

Skills
Team Building, Entrepreneurship, Small Business, Management, E-commerce, Marketing Strategy, Leadership, Insurance, Lead Generation, Web Design, Training, Marketing, Social Media, Social Media Marketing, Consulting, Leadership Development, Social Networking, Management Consulting, Coaching, Analysis, Computer Maintenance, Competitive Analysis, Web Development, Financial Analysis, Budgets, Advertising, Sales, Program Management, Business Planning, Project Planning, Forecasting, Online Marketing, Strategic Financial..., Time Management, Selling, Business Development, Retirement Planning, New Business Development, Business Strategy, Strategic Planning

Education
University of California, Riverside   1987 — 1989
PFP, Financial Planning

Prudential School of Insurance   1984 — 1987
Life Underwriters, Life, Health, Disability and Retirement

Jeremy Mount Jeremy Mount Cincinnati Area Details
Jeremy Mount's Financial Services Experience June 2013 - Present
Job Application Security Engineer
Industry Internet
Experience
Financial Services   June 2013 - Present
Car-Part.com  June 2007 - June 2013
Atos Origin  March 2002 - June 2007
OneNet Communications  January 2000 - March 2002
General Dynamics  June 1998 - December 1999
Air Force Research Laboratory  June 1996 - September 1997

Education
University of Cincinnati   1998 — 2002

A.J. D'Antonio A.J. D'Antonio Greater Chicago Area Details
A.J. D'Antonio's Financial Services Experience 1997 - 2005
Job Managing Consultant (Executive Recruiter), Financial Services at Korn/Ferry Futurestep
Industry Human Resources
Experience
Korn/Ferry Futurestep  2013 - Present
J.P. Morgan   2007 - 2013
Independent Consulting Engagements  2005 - 2007
Financial Services   1997 - 2005

Skills
Management, Talent Acquisition, Talent Management, Human Resources, Sourcing, Leadership, Recruiting, Consulting, Interviews, Screening

Education
Southern Illinois University, Carbondale   1993 — 1997
Bachelor's Degree, Music

Additional Educations and Certifications

Eugene Davydov, CISM, PMP, CISSP, GIAC GPEN GWAPT GCFE Eugene Davydov, CISM, PMP, CISSP, GIAC GPEN GWAPT GCFE Greater Philadelphia Area Details
Eugene Davydov, CISM, PMP, CISSP, GIAC GPEN GWAPT GCFE's Financial Services Experience 2015 - Present
Job Head of Information Security (Financial Services)
Industry Information Technology and Services
Experience
Financial Services   2015 - Present
SunGard  2012 - 2015
Reliant Energy  2011 - 2012
Dow Jones  2008 - 2011
CIGNA  2006 - 2008
Capital Savings & Mortgage   2000 - 2006

Skills
Information Security, Security, Network Security, Disaster Recovery, Vulnerability Assessment, Firewalls, Cisco Technologies, Computer Security, VPN, Data Center, Penetration Testing, Information Technology, Business Continuity, IDS, Cloud Computing, CISM (Certified..., PMP (Certified Project..., CISSP (Certified..., SANS GIAC GCFE..., SANS GIAC GPEN..., CRISC (Certified in..., MBA Selected..., Six Sigma Training,..., Red Hat Linux System..., Project Management..., Tripwire Enterprise..., Symantec Enterprise..., Active Directory, DNS

Education
Temple University
BS, Information Technology

Temple University - Fox School of Business
MBA (Selected Coursework), Fox School of Business

Arianne Lopez Arianne Lopez Kissimmee, Florida Details
Arianne Lopez's Financial Services Experience July 2009 - Present
Job Financial Services
Industry Financial Services
Experience
financial services   July 2009 - Present
Ajili Mojili Rest.   January 2004 - February 2009
IHP Hoteles   March 2002 - January 2004

Education
Universidad del Sagrado Corazón   2001 — 2003
Bachelor, Tourism & Hotel Management

Dure Afzal Dure Afzal Greater Philadelphia Area Details
Dure Afzal's Financial Services Experience 2009 - June 2010
Job Program Execution & Delivery Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2010 - Present
Financial Services   2009 - June 2010
Bank of America  2007 - 2008
State Street Corportion   1996 - 2004

Skills
Change Management, Executive Management, Budgeting, PMO

Education
University of Massachusetts Boston
MBA, International Management

Brian Wee Brian Wee Santa Barbara, California Area Details
Brian Wee's Financial Services Experience October 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Financial Services   October 2006 - Present

Education
University of California, Santa Barbara   2001 — 2005

Kelly Tappendorf Kelly Tappendorf Portland, Oregon Area Details
Kelly Tappendorf's Financial Services Experience September 2009 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   September 2009 - Present
Outside In  January 2009 - Present
Picosecond Pulse Labs, Inc   May 2000 - October 2007
Boulder County Government   October 1995 - May 2000

Education
University of Illinois at Urbana-Champaign   1989 — 1994
BS, Economics

John R. Davenport John R. Davenport Phoenix, Arizona Area Details
John R. Davenport's Financial Services Experience May 1999 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
MSA Solutions  1999 - Present
Financial Services   May 1999 - August 2007
Higher Education Resource Organization   May 1999 - August 2007
MSA Solutions, Inc.   May 1999 - August 2007

Education
Southern Illinois University, Carbondale   1980 — 1981

Kenneth Yee Kenneth Yee Greater Los Angeles Area Details
Kenneth Yee's Financial Services Experience August 2012 - Present
Job Customer Service Manager at Missionwell
Industry Financial Services
Experience
Missionwell   July 2013 - Present
Financial Services   August 2012 - Present
First Financial Security  April 2008 - July 2012
Animo Watts Charter High School   September 2008 - June 2012

Skills
Retirement Planning, Retirement, Equities, Life Insurance, Long-term Care, Long Term Care Insurance, Indexed Annuities, Health Insurance, Small Business..., Safe Money Management

Education
University of California, Los Angeles   2003 — 2007
Bachelor of Arts (B.A.), Economics

Mark Keppel High School   2003 — 2007

Brian O'Keefe Brian O'Keefe Greater Boston Area Details
Brian O'Keefe's Financial Services Experience 1986 - 2006
Job Spotfire Developer
Industry Computer Software
Experience
Freelance Consultant - Spotfire (Tibco) software   April 2010 - Present
Data Visualization   February 2006 - December 2012
Financial Services   1986 - 2006

Skills
Spotfire, Data Mining, Business Intelligence, Predictive Analytics, Enterprise Software, Analytics, SaaS, Derivatives, Start-ups, Product Management, Strategic Partnerships, Investments, Management, Big Data, Software Development, Financial Services, Strategy, Go-to-market Strategy, Foreign Exchange, Cloud Computing, CRM

Education
University of Maine   1981 — 1985
BA, Economics

St. John's Prep   1977 — 1981

Jeanne Besselman Jeanne Besselman Greater St. Louis Area Details
Jeanne Besselman's Financial Services Experience September 2011 - December 2012
Job Talent Acquisition
Industry Human Resources
Experience
SSM Health  August 2015 - Present
Ascension Health  January 2013 - July 2015
Financial Services   September 2011 - December 2012
Adecco Group  February 1996 - September 2011

Skills
Talent Acquisition, Talent Management, Applicant T, Recruiting, Interviews, PeopleSoft, Employee Relations, Sourcing, Management, Human Resources, Leadership, Applicant Tracking..., Hiring, Team Building, Temporary Staffing, Staffing Services, Screening, Internet Recruiting, Temporary Placement, Performance Management, Employee Benefits, Screening Resumes, Employee Engagement, Executive Search, Process Improvement, Personnel Management, Employer Branding, Job Fairs, Building Relationships, Workforce Planning, Deferred Compensation, New Hire Orientations, Strategic Sourcing, Customer Driven, Job Descriptions, Relationship Building, Recruitment Advertising, Work Ethic, Commitment to Success, Deliver Results, Contract Recruitment, Candidate Screening, Interviewing, Full-cycle Recruiting, Recruitment/Retention, People Skills, iCIMS

Education
Central Missouri State University   1989 — 1993
Bachelor of Science, Business Administration, Management Functional

Jason Scholz Jason Scholz San Francisco Bay Area Details
Jason Scholz's Financial Services Experience January 2008 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   January 2008 - Present

Education
University of California, Davis   1992 — 1997

Kelly Schmalhausen Kelly Schmalhausen Houston, Texas Area Details
Kelly Schmalhausen's Financial Services Experience May 2012 - June 2013
Job Vice President at BOK Financial
Industry Financial Services
Experience
BOK Financial  June 2014 - Present
Tri-Star Financial  June 2013 - June 2014
KOS Consulting   2001 - 2014
Financial Services   May 2012 - June 2013
City National Bank  April 2011 - April 2012
Zions Bancorporation  January 2005 - December 2010
Amegy Bank (acquired by Zions)   2002 - 2005
Bank United  1993 - 2001

Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance

Education
University of Houston   1984 — 1986
Bachelor of Science (B.S.), Economics

The University of Texas at Austin   1981 — 1984

Bill Martin Bill Martin Greater Philadelphia Area Details
Bill Martin's Financial Services Experience August 2002 - 2010
Job Sr Recruiter at DataTech Search
Industry Human Resources
Experience
DataTech Search   2010 - Present
Center for Employment Management   February 2008 - December 2010
Financial Services   August 2002 - 2010
DataTech Personnel   January 1995 - October 2002

Skills
Data Warehousing, Oracle, Recruiting, PL/SQL, Temporary Placement, Oracle E-Business Suite, Internet Recruiting, Databases, Database Administration, Oracle Applications, Technical Recruiting, PeopleSoft, Data Modeling, OBIEE, Cooking, Home Remodeling

Education
Wilmington University   1991 — 1993
MS, Human Resources

University of Delaware   1974 — 1979
Bachelor of Arts, Communication

Archmere Academy   1970 — 1978

Spencer Sabatasso Spencer Sabatasso Orange County, California Area Details
Spencer Sabatasso's Financial Services Experience Hospitality ProfessionalSpencer HospitalitySeptember 2010 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services   Hospitality ProfessionalSpencer HospitalitySeptember 2010 - December 2012

Skills
Food Service Operations, Food & Beverage, Hospitality Management, Hospitality, Hospitality Industry, Restaurants, Culinary Skills, Cuisine, Restaurant Management, Menu Development, Franchising, Fine Dining, New Restaurant Openings, Catering, Banquets, Pre-opening, Micros, Hotels, Menu Engineering, Food Service, Menu Costing, Bartending, Hotel Management, Resorts, Food, MICROS

Education
The Culinary Institute Of America   1993 — 1995
BA in Culinary Arts, Hospitality Management

United States International University   1990 — 1992
Hospitality management, Hospitality Administration/Management, 3.86

Lou Kryder Lou Kryder Dallas/Fort Worth Area Details
Lou Kryder's Financial Services Experience 1984 - 2014
Job Director of Operations/Controller at Harris & Dickey
Industry Accounting
Experience
Harris & Dickey   January 2012 - Present
Financial Services   1984 - 2014
Miller Jones Inc.  June 2011 - January 2012
Solomon Edwards Group  January 2010 - June 2011
Resources Connection  October 2003 - September 2009
Software Spectrum  1996 - 1997
Junior League of Dallas  May 1990 - May 1996

Education
High School

University of Denver - Daniels College of Business
BSBA, Finance, Economics

Wellington High School

Gina Hartsell Gina Hartsell Little Rock, Arkansas Area Details
Gina Hartsell's Financial Services Experience January 2005 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   January 2005 - Present

Skills
Banking, Budgets, Business Analysis, Business Strategy, Change Management, Corporate Finance, Credit, Customer Service, Due Diligence, Financial Analysis, Financial Modeling, Fixed Income, Insurance, Analytics, Accounting, Marketing Strategy, Marketing, Microsoft Office, Nonprofits, New Business Development, Leadership, Process Improvement, Product Management, Program Management, Project Management, Public Relations, Risk Management, Social Media, Sales, Public Speaking, Start-ups, Team Building, Strategic Planning

Education
University of Arkansas

Tony Braner Tony Braner Greater Chicago Area Details
Tony Braner's Financial Services Experience May 2004 - August 2004
Job Security Architecture & Engineering at Kirkland & Ellis LLP
Industry Computer & Network Security
Experience
Kirkland & Ellis LLP  May 2012 - Present
Navigant Consulting  March 2008 - May 2012
Discover Financial Services  May 2005 - March 2008
Financial Services   May 2004 - August 2004

Skills
Script Writing, C#, VB.NET, Active Directory, Security, Unix, Integration, Firewalls, Microsoft SQL Server, SQL, Web Services, Software Development, Group Policy, SharePoint, Windows Server, Visio, Requirements Analysis, Software Project..., IT Strategy, Encryption, Business Process, IT Management, PGP, RSA enVision, SIEM, Penetration Testing, Network Security, Enterprise Architecture

Education
St. Joseph's College (IN)   2001 — 2005
Bachelors, Computer Science, Mathematics

Erica L. Cameron Erica L. Cameron Washington, District Of Columbia Details
Erica L. Cameron's Financial Services Experience November 2013 - Present
Job Special Assistant in Financial Services
Industry Financial Services
Experience
Financial Services   November 2013 - Present
Freedom House  October 2012 - October 2013
Johns Hopkins University SAIS  August 2010 - May 2012
U.S. Embassy - Berlin, Germany   June 2011 - August 2011
U.S. Embassy - Vienna, Austria   June 2010 - August 2010
Atlantic Council of the United States  September 2009 - May 2010
U.S. Senator Russ Feingold   June 2009 - August 2009
U.S. Department of State   February 2009 - May 2009
Aspect Work and Travel   October 2007 - January 2008
International Cooperative Education   May 2005 - August 2005

Skills
International Relations, Policy Analysis, Foreign Policy, Political Science, Microsoft Office, Research, Event Management, International Economics, International..., Economics, Public Affairs, Nonprofits, Politics, Public Policy, International Security

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   2010 — 2012
M.A., International Economics and International Relations

University of Wisconsin-Madison   2004 — 2008
Bachelor of Arts (B.A.), International Studies, German, & Political Science

Albert-Ludwigs-Universität Freiburg im Breisgau   2006 — 2007
Academic Year in Freiburg, AYF, Politik

KAREN REILLY KAREN REILLY Greater New York City Area Details
KAREN REILLY's Financial Services Experience 2010 - Present
Job FinPlnAsst
Industry Public Relations and Communications
Experience
Financial Services   2010 - Present
By The Sea Inn & Spa   2009 - 2010
Hudson River Community Sailing  2007 - 2009
Ravago  2007 - 2008
WCI Communities  2001 - 2006
Revlon  1997 - 2001

Skills
Microsoft Office, Strategic Planning, Marketing, Microsoft Excel, Budgets, Event Planning, Public Relations, Outlook, Event Management, Leadership, Social Media Marketing, Social Networking, Customer Service, PowerPoint, Training

Education
The University of Connecticut
Communications, Business Administration and Management, General

NHS

Peter Kalafa Peter Kalafa Greater Boston Area Details
Peter Kalafa's Financial Services Experience July 2008 - Present
Job Vice President
Industry Financial Services
Experience
Financial Services   July 2008 - Present
Fidelity Investments  1992 - 2008
Garvin Guy Butler   1982 - 1989

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, 401k, Investments, Retirement, Asset Managment, Strategic Financial..., Portfolio Management, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Investment Strategies, FINRA

Education
Syracuse University - Maxwell School   1978 — 1982
BA, Economics

Jinye Huo Jinye Huo San Francisco Bay Area Details
Jinye Huo's Financial Services Experience October 2013 - Present
Job Marketing Director / Financial Services
Industry Financial Services
Experience
Financial Services   October 2013 - Present
Oracle  August 2011 - January 2015
Balihoo, Inc.   November 2006 - August 2011
hawkeye cohesion   June 2005 - October 2006
TreeHouse Interactive   March 2003 - May 2005

Skills
Financial Services, Investments, Life Insurance, Health Insurance, Student Financial Aid, Web Applications, SQL, Software Engineering, Scrum, OOP, C#, XML, Software Development, Subversion, Java, HTML, MySQL, ASP.NET, SQL Server, Enterprise Architecture, Web Development, Design Patterns, Architecture, Agile, MVC, Web Services, Hibernate, PHP, Databases, JavaScript, AJAX, CSS, TDD, Flex, REST, JSON, SOAP, Zend Framework, MongoDB, Oracle

Education
University of California, Santa Barbara   2000 — 2002
MS

Beijing University of Aeronautics and Astronautics   1989 — 1996
MS

Will Regenscheid Will Regenscheid Minneapolis, Minnesota Details
Will Regenscheid's Financial Services Experience February 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services   February 2014 - Present
CCTV News Content  July 2010 - October 2013
ABC Training Group   January 2009 - October 2011
Minnesota In-Home Living Care Services   May 2007 - May 2008
CSM Corporation  April 2001 - May 2008

Skills
Mandarin, Intermediate Japanese, Customer Relations, Event Management, Public Relations, Problem Solving, Marketing Strategy, Hospitality, Copy Editing, Event Planning, Translation, Press Releases, English, Blogging

Education
University of Minnesota-Twin Cities   2001 — 2008
Bachelor's of Arts, Asian Languages & Literature

Eagan High School   1997 — 2001

Delvin Holdeman, ChFC® Delvin Holdeman, ChFC® Wichita, Kansas Area Details
Delvin Holdeman, ChFC®'s Financial Services Experience September 2013 - Present
Job Financial Advisor / Broker Development / DI Specialist
Industry Financial Services
Experience
Financial Services   September 2013 - Present
Financial Services   February 2000 - August 2013

Skills
Insurance, Employee Benefits, Retirement Planning, Small Business, Strategic Financial..., Health Insurance, Wealth Management, Investments, Strategic Planning, Sales Management, Customer Service, Risk Management, Sales, Variable Annuities, Mutual Funds, Estate Planning, Disability Insurance

Education
Wichita State University
MBA

The American College

Ginny Wolfe Ginny Wolfe Washington D.C. Metro Area Details
Ginny Wolfe's Financial Services Experience 2000 - 2007
Job
Industry Marketing and Advertising
Experience
3-Point Products   November 2013 - Present
HR Outsourcing Services   May 2009 - November 2013
Syscom (USA) Inc.   September 2007 - January 2009
Financial Services   2000 - 2007

Skills
Strategic Planning, Direct Marketing, Marketing, Email Marketing, Customer Acquisition, Marketing Communications, Marketing Strategy, New Business Development, Product Marketing, B2B Marketing, Lead Generation, Social Media Marketing, Sales Process, Salesforce.com, Microsoft Excel, Microsoft Office, Inbound Marketing, Content Marketing, SEO Data Analysis, Hubspot Inbound..., Event Planning, B2C Marketing

Education
University of Maryland College Park
Bachelor of Science (B.S.)

Glenn Buhler Glenn Buhler Greater Denver Area Details
Glenn Buhler's Financial Services Experience 2000 - Present
Job
Industry Financial Services
Experience
Financial Services   2000 - Present

Education
University of Arizona
Master of Business Administration (M.B.A.)

University of Utah
Bachelor of Science (B.S.)

Jeremy R. Davis, CISSP, CISA, CRISC Jeremy R. Davis, CISSP, CISA, CRISC Greater Philadelphia Area Details
Jeremy R. Davis, CISSP, CISA, CRISC's Financial Services Experience August 2014 - Present
Job VP, Director of Information Security
Industry Financial Services
Experience
Financial Services   August 2014 - Present
PJM Interconnection  November 2012 - August 2014
TD Bank  June 2011 - September 2012
Beneficial Bank  February 2009 - June 2011
Accume Partners  September 2006 - January 2009
Verizon  December 2004 - September 2006

Skills
GLBA, Information Security, ISO 27001, FFIEC, Financial Risk, Information Technology, IT Risk Management, CISA, IT Audit, SAS70, PCI DSS, CISSP, COBIT, Information Security..., Enterprise Risk..., Internal Audit, Risk Management, Sarbanes-Oxley Act, Security

Education
University of Pittsburgh   1991 — 1996
Bachelor of Arts, Economics

University of Hartford   1990 — 1991

Chris Heger Cahn Chris Heger Cahn Washington D.C. Metro Area Details
Chris Heger Cahn's Financial Services Experience June 2010 - Present
Job Chief Finance and Administrative Officer at IMT: Institute for Market Transformation
Industry Nonprofit Organization Management
Experience
IMT: Institute for Market Transformation   April 2012 - Present
Compass DC  October 2011 - Present
Financial Services   June 2010 - Present
Fannie Mae  1985 - June 2010
General Mills -- Restaurant Group   1983 - 1985
Deloitte  1978 - 1981

Skills
Risk Management, Financial Modeling, Accounting, Financial Analysis, Management, Finance, Management Consulting, Valuation, Business Process..., Business Analysis

Education
The Tuck School of Business at Dartmouth   1981 — 1983
MBA, Finance

University of Virginia   1973 — 1977
BS, Accounting

Victor Finamore Victor Finamore Greater New York City Area Details
Victor Finamore's Financial Services Experience November 2006 - January 2010
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
BC BS Benefis provider   January 2010 - Present
Financial Services   November 2006 - January 2010

Education
Union County College   1984 — 1986
Business Management

shannon steel shannon steel Wilmington, Delaware Details
shannon steel's Financial Services Experience August 2008 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   August 2008 - Present

Education
University of Houston   2002 — 2006
B.S., Economics

Gail Marie Devens Gail Marie Devens Houston, Texas Area Details
Gail Marie Devens's Financial Services Experience RetiredRetired financial advisorMay 2009 - September 2011
Job Self employed
Industry Financial Services
Experience
Financial services   RetiredRetired financial advisorMay 2009 - September 2011
Lutheran Brotherhood/Thrivent Financial   1994 - 2002
Clear Creek ISD  1987 - 1990

Education
University of Minnesota-Twin Cities   1965 — 1969
BS+, Education

Danielle Lucatra - Eggers Danielle Lucatra - Eggers Buffalo/Niagara, New York Area Details
Danielle Lucatra - Eggers's Financial Services Experience March 2000 - Present
Job Sr Client Associate
Industry Financial Services
Experience
Financial Services   March 2000 - Present

Skills
Customer Relations, Microsoft Office, Excel, Contact Management, Word, Outlook, PowerPoint, Research, Science, Access, Customer Service, Microsoft Excel, Microsoft Word

Education
State University of New York College at Buffalo   1990 — 1994
Bachelors, Physics

Barbara Rotter Barbara Rotter San Francisco Bay Area Details
Barbara Rotter's Financial Services Experience 2002 - 2005
Job Vice President, Finance at Golden Gate Urology, Inc.
Industry Hospital & Health Care
Experience
Golden Gate Urology, Inc.   January 2015 - Present
Golden Gate Urology, Inc.   November 2009 - December 2014
Pacific Women's Medical Group   2006 - 2010
Financial Services   2002 - 2005
Point West Capital Corporation   1997 - 2002
Point West Capital Corporation   1994 - 1997
Point West Capital Corporation   1988 - 1994

Skills
Healthcare Management, Financial Reporting, Analysis, Accounting, Human Resources, Corporate Governance, Physician Relations, Cash Management, Healthcare Information..., Revenue Cycle, Strategic Planning, Team Building, Operations Management

Education
The George Washington University
Bachelor of Arts

Alex Pastrana Alex Pastrana Greater Chicago Area Details
Alex Pastrana's Financial Services Experience August 2008 - January 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network  2011 - Present
Financial Services   August 2008 - January 2011
Plaza Financial LLC   2004 - 2008

Skills
Insurance, Disability Insurance, Retirement Planning, Finance, Long-term Care, Strategic Financial..., Fixed Annuities, Financial Analysis, Retirement, Financial Planning, Public Speaking, Leadership, Budgeting, Cash Management, Financial Services

Education
University of Illinois at Urbana-Champaign   1997 — 2002
Bachelor's Degree Liberal Arts, Finance, Economics

Stephen Tanaka Stephen Tanaka United States Details
Stephen Tanaka's Financial Services Experience 2004 - Present
Job at Financial Consultant
Industry Financial Services
Experience
Financial Services   2004 - Present
XOMA  1999 - 2003
Rohm USA, Inc.   1993 - 1999
Action Technologies  1989 - 1993
Price Waterhouse  1978 - 1988

Education
University of California, Berkeley   1973 — 1978
BS, Business Administration

Timothy Kline Timothy Kline Reading, Pennsylvania Area Details
Timothy Kline's Financial Services Experience March 1991 - Present
Job Business Development
Industry Financial Services
Experience
Financial Services   March 1991 - Present
Citizens Bank  2006 - 2007

Skills
Banking, Small Business Lending, FHA, Commercial Lending, Mortgage Lending, Credit, Loans, Consumer Lending, Credit Analysis, Commercial Banking, Financial Services, Business Development, Sales, Portfolio Management, Finance, Sales Management, Program Management, Business Planning, Small Business

Education
Temple University   1999 — 2002
Master's Degree, Comminications

Alvernia University, ReadingBachelor of Arts (B.A.), General Studies

Michele Ellison Michele Ellison Austin, Texas Area Details
Michele Ellison's Financial Services Experience August 2007 - July 2009
Job Financial Manager
Industry Accounting
Experience
The Gabriels Funeral Chapel   January 2010 - Present
Advocare  September 2002 - Present
Higherout  July 2012 - June 2014
Superior Loss Mitigation   December 2009 - June 2014
Financial Services   August 2007 - July 2009
Dance Designs   March 1994 - December 2002
FDIC  June 1990 - January 1993

Skills
Word, Quickbooks, Accounts Receivable, Accounting, Reconciliation, Financial Reporting, Customer Service, Budgeting, Microsoft Office, Customer Relations, Outlook, Reconciliations, Administration, Microsoft Word, QuickBooks, Tax Preparation, Finance, Bookkeeping, Payroll, Leadership, Budgets, Account Reconciliation

Education
Southwestern University   1987 — 1990
BA, Business

University of Wyoming   1985 — 1987
Business

Teddy Low Teddy Low Redding, California Area Details
Teddy Low's Financial Services Experience February 2000 - Present
Job Fast Cash Loan Today at Financial services
Industry Financial Services
Experience
Fast Cash Loan Today   January 2008 - Present
Financial services   February 2000 - Present
Fast Cash Loans Today   April 2008 - May 2012

Skills
Loans, Payday Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Budgets, Strategic Planning, Leadership, Security, Risk Management, Finance, Strategic Financial..., Insurance, Investments, Business Planning, Sales Management, Financial Planning

Education
USC   2010 — 2012
Master's degree, Financial Planning and Services

UC Irvine   2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Business/Management

Suzette Foster, CRCP Suzette Foster, CRCP Birmingham, Alabama Area Details
Suzette Foster, CRCP's Financial Services Experience June 2013 - October 2015
Job Chief Compliance Officer at Undisclosed
Industry Financial Services
Experience
Financial Services   June 2013 - October 2015
Undisclosed  2007 - September 2013
Undisclosed financial services company   June 2001 - June 2007

Skills
AML, Securities, Series 7, Series 63, Risk Management, Due Diligence, Mutual Funds, Series 24, FINRA, KYC, Investments, Financial Services, Equities, Investment Advisory, Derivatives, Fixed Income, Insurance, Series 79, Financial Risk

Education
University of Alabama at Birmingham   1993 — 1994
BS, Accounting

University of Mississippi   1990 — 1993
Accounting

Kemi Okusanya Kemi Okusanya Rancho Cucamonga, California Details
Kemi Okusanya's Financial Services Experience August 2002 - July 2010
Job Retail Banking Manager
Industry Banking
Experience
JPMorgan Chase  September 2010 - Present
Financial Services   August 2002 - July 2010

Skills
Credit, Banking, Loans, Commercial Banking, Retail Banking, Small Business Lending

Education
Keller Graduate Sch of Management DeVry University   2005 — 2007
MBA, Masters of Business Administration

University of Central Florida - College of Business Administration   2000 — 2002
BSC, Economics and Finance

Jim Creamer Jim Creamer Birmingham, Alabama Details
Jim Creamer's Financial Services Experience November 2002 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Financial Services   November 2002 - Present

Skills
Banking, Wealth Management, Retirement Planning

Education
University of Alabama   1983 — 1987
BS, Commerce and Business

University of Alabama   1983 — 1987
Bachelor's degree, Business/Commerce, General

Fred Badua Fred Badua Greater Seattle Area Details
Fred Badua's Financial Services Experience March 2012 - Present
Job Financial Advisor, Systems Mngr/Engineer/Analyst/Consultant, Investment Manager/Analyst, Defense Consultant
Industry Management Consulting
Experience
Financial services   March 2012 - Present
Lockheed Martin  July 2010 - July 2011
Lockheed Martin Information Technology  2010 - 2011
SAIC  August 2008 - July 2010
US Navy Reserve  March 1996 - July 2010
SAIC  September 2003 - August 2008
Merrill Lynch  September 1999 - December 2000
US Navy  June 1986 - March 1996

Education
University of Phoenix
MBA candidate, MBA

United States Merchant Marine Academy

Lauren Couch Lauren Couch Greater Los Angeles Area Details
Lauren Couch's Financial Services Experience December 2011 - September 2013
Job Doctoral student studying School Psychology at UCR
Industry Mental Health Care
Experience
Financial Services   December 2011 - September 2013
Thrivent Financial for Lutherans  September 2010 - December 2011
Macerich  June 2008 - September 2008

Skills
Coordination, Microsoft Word, File Management, Nonprofits, Data Entry, Spreadsheets, Administrative..., Event Planning, Outlook, Microsoft Office, Social Media

Education
University of California, Riverside   2013 — 2018
Doctor of Philosophy (PhD), School Psychology

University of California, Irvine
B.A; B.A, Economics; Psychology

Jachin Spencer Jachin Spencer Newark, Delaware Details
Jachin Spencer's Financial Services Experience February 2011 - Present
Job Associate
Industry Financial Services
Experience
Financial Services   February 2011 - Present
University of Delaware  November 2009 - December 2010
SLAC National Accelerator Laboratory  2008 - 2008

Skills
linux, SQL, C++, Microsoft Excel, Microsoft Office, C, Matlab, Research, PowerPoint, Unix, Data Analysis

Education
University of Delaware   2008 — 2010

Lyman Wescott Lyman Wescott Greater New York City Area Details
Lyman Wescott's Financial Services Experience January 2015 - Present
Job Sales Manager at Financial Service Company
Industry Financial Services
Experience
Financial Services   January 2015 - Present
Revival Staffing Agency, LLC   September 2012 - March 2014
Bilateral Credit Corp, LLC   November 2009 - June 2013
Lyon Collection Services   1994 - 2009

Skills
Sales Management, Account Management, Customer Service, Financial Analysis, Portfolio Management, New Business Development, Operations Management, Sales, Team Building, Negotiation, Credit, B2B, Strategic Planning, Loans, Risk Management, Microsoft Excel, Business Strategy, Budgets, Microsoft Office, Credit Analysis, Management, Forecasting, Call Centers, Banking, Business Planning, Collateral Management, Process Improvement, Finance, Credit Risk, Leadership, Business Development, Analysis, Accounts Receivable, Executive Management, Team Leadership, Strategy

Education
St. Francis College   1980 — 1984
Business/Managerial Economics

La Salle Academy

St Francis De Sales

Lani Costello Lani Costello Richmond, Virginia Area Details
Lani Costello's Financial Services Experience September 2002 - January 2007
Job Principal IT Auditor at Capital One
Industry Packaging and Containers
Experience
Capital One  June 2014 - Present
MeadWestvaco  August 2011 - Present
MeadWestvaco  December 2009 - July 2011
MeadWestvaco  May 2007 - November 2009
Missoula Area Chamber of Commerce   June 2004 - April 2007
Financial Services   September 2002 - January 2007
Galusha, Higgins, & Galusha, P.C.   January 2005 - April 2005

Skills
Internal Audit, IT Audit, Financial Audits, ITIL, IT Service Management, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Accounting, Financial Analysis, Financial Reporting, Business Process, Sarbanes-Oxley Act, Sarbanes-Oxley, Process Improvement, Internal Controls, Variance Analysis, SAP

Education
The University of Montana - School of Business Administration   2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Katherine McGovern Katherine McGovern Greater Philadelphia Area Details
Katherine McGovern's Financial Services Experience March 2011 - September 2012
Job Communications Consultant
Industry Financial Services
Experience
K5 Communications   November 2014 - Present
K5 Communications   January 2010 - Present
Hedge Fund Association   May 2013 - September 2013
Financial Services   March 2011 - September 2012
Elementary Schools  January 2007 - May 2012
Message Group   1999 - 2003

Skills
New Business Development, Management, Contract Negotiation, Strategic Partnerships, Strategic Planning, Team Building, Marketing Communications, Project Management, Events Coordination, Mutual Funds, Public Relations, Social Media Marketing, Fundraising, Advertising, Leadership, Program Management, Management Consulting, Proposal Writing, Strategy, Sales, Customer Service

Education
University of Miami   1979 — 1983
Bachelor of Science (B.S.), Political Science

linda nolting linda nolting United States Details
linda nolting's Financial Services Experience 2009 - Present
Job
Industry
Experience
Financial services   2009 - Present
Smith Barney  2006 - 2009
UBS  1992 - 2006

Skills
PowerPoint, Microsoft Excel, Customer Service, Windows, English, Microsoft Word, Outlook

Education
University of Evansville   1983 — 1984

Brazil High School   1979 — 1983

Jeffrey M. Mitchell, Esq. Jeffrey M. Mitchell, Esq. Jackson, Mississippi Area Details
Jeffrey M. Mitchell, Esq.'s Financial Services Experience 2015 - Present
Job Estate Planning Attorney / Registered Financial Professional, Hiring Manager MSALLA
Industry Financial Services
Experience
True Choice Mississippi (nonprofit)   2015 - Present
Mississippi Made, LLC   2015 - Present
Financial Services   2015 - Present
The Mitchell Law Group, LLC   2013 - Present
Modern Woodmen of America  2013 - 2015
Frecklebelly Studio   May 2010 - 2014
J M Mitchell Attorney and Counselor at Law   2011 - July 2013
BancorpSouth  2011 - 2013

Skills
Financial Planning, Estate Planning, Risk Management, Financial Analysis, Investments, Life Insurance, Finance, Customer Service, Legal Research, Insurance, Public Speaking, Sales, Team Building, Microsoft Office, Small Business, Leadership, Microsoft Word, Microsoft Excel, Marketing, Strategic Planning, Legal Writing, Research, PowerPoint, Contract Negotiation, Real Estate, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, Wealth Management, Wealth Accumulation, Business Planning, Buy-sell Agreements, Special Needs Trusts, Trusts, Securities

Education
Mississippi College School of Law   2007 — 2010
Doctor of Jurisprudence, 2010

University of Cambridge   2008 — 2008
none, International Law and Legal Studies

University of Mississippi   1996 — 2002
Bachelor of Fine Arts, 2002

John J. Sastry John J. Sastry Greater St. Louis Area Details
John J. Sastry's Financial Services Experience September 2010 - Present
Job Financial Services Executive
Industry Law Practice
Experience
Financial Services   September 2010 - Present
Edward Jones  April 2006 - September 2010
AXA Advisors  2001 - 2004

Education
University of Missouri-Columbia School of Law   1988 — 1991
Juris Doctor

Truman State University   1985 — 1988

Certified Financial Planner Board of Standards

Terry Dorrity Terry Dorrity Bethlehem, Pennsylvania Details
Terry Dorrity's Financial Services Experience January 1999 - Present
Job Ceo Fidelity Capital Management
Industry Financial Services
Experience
Financial Services   January 1999 - Present

Skills
New Business Development, Investments, Business Development, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Mergers & Acquisitions, Business Planning, Executive Management, Strategic Financial..., Team Building, Strategy

Education
State University of New York at Albany   1987 — 1991
Bachelor's degree Economics, Economics

Frank Alioto Frank Alioto Sacramento, California Area Details
Frank Alioto's Financial Services Experience July 2013 - Present
Job Helping Families Becoming Financially Independent!!
Industry Financial Services
Experience
Financial Services   July 2013 - Present

Skills
Audio Editing, Audio Engineering, Broadcast, Customer Service

Education
Southern Connecticut State University   1996 — 1997
Business

Dan Deaton Dan Deaton Topsham, Maine Details
Dan Deaton's Financial Services Experience June 2014 - Present
Job Currently looking for a new opportunity
Industry Environmental Services
Experience
Financial Services   June 2014 - Present
MLE Global Enterprise   April 2013 - May 2014
Medical Technology Associates, Inc.   January 2012 - May 2012
BCH Mechanical Inc.  March 2008 - June 2011
Best Buy  October 2002 - June 2008
Architectural Coatings Inc.   October 2005 - August 2006
Standard Waterproofing   March 2001 - May 2002
United States Marine Corps  January 1997 - February 2001
Shop-N-Save  July 1996 - December 1996

Skills
Construction, Construction Management, Sustainability, Energy Efficiency, LEED, Project Management, Project Planning, Green Building, Sales Management, MS Project, Microsoft Office, Negotiation, Contract Negotiation, Contract Management, Customer Service, Strategic Planning, Cost Benefit, Microsoft Excel, Outlook, Value Engineering

Education
Saint Petersburg College   2010 — 2012
Bachelor's degree, Sustainability Management

St. Petersburg College   2006 — 2007
Associate in Arts, Business Administration and Management, General

St. Petersburg College   2003 — 2006
Associate in Science, Architectural Technology and Building Construction

Gardiner Area High School

Tom Schweizer Tom Schweizer Phoenix, Arizona Area Details
Tom Schweizer's Financial Services Experience November 1998 - Present
Job Sr. WAN Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Financial Services   November 1998 - Present
Charles Schwab  November 1998 - Present

Skills
Disaster Recovery, Network Security, Firewalls, Enterprise Architecture, Data Center, Cloud Computing, Vendor Management, Cisco Technologies, Security, IT Strategy, Network Architecture, Juniper Technologies, VoIP, IT Management

Education
The University of New Mexico   1985 — 1989
Bachelor's Degree, Electrical and Electronics Engineering

Cibola High School   1981 — 1985
High School

Jeff Jardine Jeff Jardine Austin, Texas Details
Jeff Jardine's Financial Services Experience 2008 - 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  May 2013 - Present
TD Ameritrade Institutional  August 2012 - May 2013
TD Ameritrade Institutional  April 2012 - August 2012
2011 UFL Omaha Nighthawks   July 2011 - November 2011
Financial Services   2008 - 2011

Skills
Event Management, Social Media, Event Planning, Public Relations, Facebook, Microsoft Excel, Sports Marketing, Microsoft Office, Sports, Public Speaking, Marketing, PowerPoint, Equities, Asset Management, Finance, Sales, Investments

Education
Southern Methodist University   2007 — 2011
Bachelor’s Degree, Economics with Financial Applications

Hans Ramirez Hans Ramirez Fort Lauderdale, Florida Details
Hans Ramirez's Financial Services Experience January 2010 - Present
Job EconomicsFinancial Services
Industry Financial Services
Experience
Financial Services   January 2010 - Present

Education
Universidad Santo Tomás
Economics

Rajvinder Mahil Rajvinder Mahil Vancouver, Canada Area Details
Rajvinder Mahil's Financial Services Experience 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Financial Services   2011 - Present
CLS Catering Services Ltd   2002 - 2008
CLS Catering Services Ltd   1997 - 2007
Hamiliton & Spill   1995 - 1997

Skills
Wealth Management, Strategic Financial..., Retirement Savings, Strategic Planning, Customer Service, Asset Allocation, Debt Consolidation, Commercial Mortgages, Sales Management, Mergers, Investments, Portfolio Management, Business Strategy, Mutual Funds, Insurance, Coaching, Budgets, Banking, Financial Analysis, Mergers & Acquisitions, Wealth Accumulation, Business Planning, Residential Mortgages, Life Insurance

Education
The University of British Columbia

Aminata Bah Aminata Bah Greater New York City Area Details
Aminata Bah's Financial Services Experience June 2011 - Present
Job
Industry Financial Services
Experience
Financial Services   June 2011 - Present

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Human Resources, Marketing, Customer Service, Retail Banking

Education
University of Maryland University College   1987 — 1989
Bachelor's degree, Business Administration and Management, General

Grady Turner Grady Turner Van, Texas Details
Grady Turner's Financial Services Experience August 2011 - Present
Job Sales Director
Industry Financial Services
Experience
Financial Services   August 2011 - Present

Education
University of Houston   1977 — 1982

Mariama Bah Mariama Bah Washington D.C. Metro Area Details
Mariama Bah's Financial Services Experience July 2011 - Present
Job Staff at Sands Capital
Industry Investment Banking
Experience
Sands Capital Management  August 2012 - Present
Financial Services   July 2011 - Present
JPMorgan Chase  September 2010 - July 2011
Barclays Capital  March 2004 - September 2006

Skills
Middle Office, Brokerage Operations, Performance Measurement, Account Portfolio...

Education
University of Maryland College Park
BS, Finance

Marcella Lee CISA, CIA, CRISC Marcella Lee CISA, CIA, CRISC New York, New York Details
Marcella Lee CISA, CIA, CRISC's Financial Services Experience April 2014 - Present
Job Senior Manager Information Technology Compliance & Control at Financial Services
Industry Financial Services
Experience
Financial Services   April 2014 - Present
JP MORGAN CHASE  July 2011 - April 2014
RBS  November 2007 - July 2011
Citigroup  January 2000 - December 2006
Avon  January 1996 - February 1998
Natwest Markets  October 1993 - August 1995
Manufacturers Hanover Trust  May 1988 - October 1993
American Express/Lehman Brothers   May 1988 - October 1993

Skills
Information Security, Leadership, Application Risk..., Risk Control and Self..., Data Privacy, Vendor Management, System Development Life..., Change Management, Project Management, Policy Analysis, Data Analysis, Regulatory Compliance, SDLC, Program Management, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley Act

Education
St. Francis College
Bachelor of Science (BS), Accounting, 3.5

Andrea Caggiano Andrea Caggiano Garden City, New York Details
Andrea Caggiano's Financial Services Experience September 1988 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services   September 1988 - Present

Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Fixed Annuities, Financial Analysis, Estate Planning, Life Insurance, Retirement, Mutual Funds, Series 7, Securities, IRAs

Education
St. John's University
Master of Business Administration (MBA), Accounting

Lauren Kaplan Lauren Kaplan Washington D.C. Metro Area Details
Lauren Kaplan's Financial Services Experience May 1998 - January 2008
Job Software Trainer and Direct Marketing Professional
Industry Government Administration
Experience
Federal Contractor  2013 - Present
Nonprofit, National Veteran Organization   2013 - 2013
Data Mining and Data Visualization Software Company   2011 - 2013
Financial Services   May 1998 - January 2008
Public Radio  1993 - 1998

Skills
Distance Learning, Marketing, Event Planning, Community Outreach, Employee Training, Copy Editing, Public Relations, Grassroots Campaigning, Illustration, Technical Writing, Presentation Development, Instructional Design, Reporting & Analysis, WebEx, Computer Software..., Training Delivery, Captivate, System Testing, SEO Audits, Adobe eLearning Suite, Procedure Development, Marketing Automation, Sponsorship Programs, Online Communications, SEO copywriting, Video Production, Camtasia, GoToMeeting, Marketing Communications, Writing, Website Promotion, Logo Design, Desktop Publishing, Data Analysis, Professional..., CMS, Google Adwords, Display Advertising, GoAnimate, CAD, Teleform, Media Relations, Document design, regex, SEO, TinkerCAD, Stationery, eCommunications, User Experience Testing

Education
University of Maryland College Park

The Maryland Institute College of Art

Daniel Levene Daniel Levene Hilton Head Island, South Carolina Details
Daniel Levene's Financial Services Experience August 2014 - Present
Job Account Executive at Financial Services
Industry Financial Services
Experience
Financial Services   August 2014 - Present
Hanson McClain Advisors  October 2012 - July 2014
brokersXpress LLC  July 2010 - August 2012
Pointe Capital/JHS Capital Advisors   May 2004 - September 2010
Sterling Financial Investment Group  2003 - 2004
Sterling Financial Investment Group  2003 - 2004
UBS  2002 - 2003
Prudential Securities  1993 - 1997

Education
Syracuse University   1974 — 1978
Bachelor's Degree

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