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
Paulette Cain Paulette Cain's Financial Services Experience July 2014 - Present
Job District Director Financial Services
Industry Financial Services
Experience
Financial Services July 2014 - Present
AWAI February 2014 - Present
Holiday Retirement March 2012 - April 2014
EZCORP February 2006 - September 2012
First American Cash Advance 2003 - 2006
Clearwater Housing Authority September 2001 - December 2002
AIMCO February 1992 - August 2001
Orange County Public Schools July 1991 - June 1997
Skills
Building Strong Teams, Coaching, Interview Coaching, Presentation Coaching, Strategic Planning, Business Strategy, Profit & Loss Management, Operations Management, Hiring, Budget Management, Budget Development, Budget Analysis, Team Leadership, Cross-functional Team..., Cost Control, Cost Reduction, Investment Properties, Investor Relations, Income Statement, Budgets, P&L, Retail, Job Coaching, Training, Recruiting, Leadership, High Performance Teams, Profit, P&L Management, Finance, Accounts Payable, Business Development, Business Planning, Forecasting, Management, Customer Satisfaction, Marketing, Inventory Management, Financial Analysis, Accounts Receivable, Process Improvement, Team Building
Education
Villanova University 2008 — 2009
University of South Florida - College of Business Administration 1992 — 1998
Bachelor's Degree, Early Childhood Education Management
Financial Services July 2014 - Present
AWAI February 2014 - Present
Holiday Retirement March 2012 - April 2014
EZCORP February 2006 - September 2012
First American Cash Advance 2003 - 2006
Clearwater Housing Authority September 2001 - December 2002
AIMCO February 1992 - August 2001
Orange County Public Schools July 1991 - June 1997
Skills
Building Strong Teams, Coaching, Interview Coaching, Presentation Coaching, Strategic Planning, Business Strategy, Profit & Loss Management, Operations Management, Hiring, Budget Management, Budget Development, Budget Analysis, Team Leadership, Cross-functional Team..., Cost Control, Cost Reduction, Investment Properties, Investor Relations, Income Statement, Budgets, P&L, Retail, Job Coaching, Training, Recruiting, Leadership, High Performance Teams, Profit, P&L Management, Finance, Accounts Payable, Business Development, Business Planning, Forecasting, Management, Customer Satisfaction, Marketing, Inventory Management, Financial Analysis, Accounts Receivable, Process Improvement, Team Building
Education
Villanova University 2008 — 2009
University of South Florida - College of Business Administration 1992 — 1998
Bachelor's Degree, Early Childhood Education Management
Lourdes Galarza Lourdes Galarza's Financial Services Experience October 2014 - August 2015
Job Executive Administrative Assistant at YourAdmin.com, LLC
Industry Management Consulting
Experience
YourAdmin.com, LLC 2015 - Present
Financial Services October 2014 - August 2015
Physicians United Plan April 2014 - June 2014
Physicians United Plan June 2013 - April 2014
Physicians United Plan October 2012 - July 2013
Universal American May 2011 - January 2012
Physicians United Plan June 2008 - May 2011
Skills
HIPAA, Teamwork, Medicare Part D, Visio, Investigative Reporting, Corporate Training, Operations Management, Business Development, Timely Decision Making, Compliance, Medicare Part C, Medicare Advantage, Progress Monitoring, Microsoft Office, Customer Service, Enrollment Services, Team Management, Close Attention to..., System Implementations, Subrogation, Subpoenas, Paralegals, Training Delivery, Employee Training, Team Building, Health Insurance, Leadership, Training, Management, Process Improvement, Healthcare, Insurance, Managed Care, Medicare, Microsoft Excel
Education
University of Phoenix
Bachelor's degree, Healthcare Administration
YourAdmin.com, LLC 2015 - Present
Financial Services October 2014 - August 2015
Physicians United Plan April 2014 - June 2014
Physicians United Plan June 2013 - April 2014
Physicians United Plan October 2012 - July 2013
Universal American May 2011 - January 2012
Physicians United Plan June 2008 - May 2011
Skills
HIPAA, Teamwork, Medicare Part D, Visio, Investigative Reporting, Corporate Training, Operations Management, Business Development, Timely Decision Making, Compliance, Medicare Part C, Medicare Advantage, Progress Monitoring, Microsoft Office, Customer Service, Enrollment Services, Team Management, Close Attention to..., System Implementations, Subrogation, Subpoenas, Paralegals, Training Delivery, Employee Training, Team Building, Health Insurance, Leadership, Training, Management, Process Improvement, Healthcare, Insurance, Managed Care, Medicare, Microsoft Excel
Education
University of Phoenix
Bachelor's degree, Healthcare Administration
Dominique Dearing Dominique Dearing's Financial Services Experience May 2002 - Present
Job Financial Services Leader
Industry Public Relations and Communications
Experience
Financial Services May 2002 - Present
Skills
Public Relations, Event Planning, Social Media, Sales, Microsoft Office, Leadership
Education
University of South Florida 2011 — 2014
Mass Communication/Media Studies
Hillsborough Community College 2002 — 2005
International Business Management, Business Administration, Management and Operations, 2.8
Financial Services May 2002 - Present
Skills
Public Relations, Event Planning, Social Media, Sales, Microsoft Office, Leadership
Education
University of South Florida 2011 — 2014
Mass Communication/Media Studies
Hillsborough Community College 2002 — 2005
International Business Management, Business Administration, Management and Operations, 2.8
cosmas agwu cosmas agwu's Financial Services Experience
Job Recruiter,Mentor,Visionary,Team Builder
Industry Financial Services
Experience
financial services
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., IRAs, Investments, 401k, Entrepreneurship, Insurance, Leadership, Business, Small Business, 39, Finance, CRM, Team Building, Retirement, Strategic Planning, Marketing, Personal Finance, Strategy, Financial Advisory, Mutual Funds, Wealth Management, Estate Planning, Time Management, Life Insurance, Financial Planners, Wealth, Long-term Care, Portfolio Management, Financial Services, Term Life Insurance, Securities, Financial Planning
Education
University of Phoenix 1982 — 1984
MBA, Business Administration and Management, General
University of Phoenix 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
financial services
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., IRAs, Investments, 401k, Entrepreneurship, Insurance, Leadership, Business, Small Business, 39, Finance, CRM, Team Building, Retirement, Strategic Planning, Marketing, Personal Finance, Strategy, Financial Advisory, Mutual Funds, Wealth Management, Estate Planning, Time Management, Life Insurance, Financial Planners, Wealth, Long-term Care, Portfolio Management, Financial Services, Term Life Insurance, Securities, Financial Planning
Education
University of Phoenix 1982 — 1984
MBA, Business Administration and Management, General
University of Phoenix 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
Frankie Correa Frankie Correa's Financial Services Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services September 2013 - Present
Skills
Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Investments, Mutual Funds, 401k, Long-term Care, Insurance, Financial Planning, Leadership, Health Insurance, IRAs, Customer Service, Universal Life, Management, Strategic Planning, Public Speaking, Strategic Financial..., Financial Planners, Financial Services, Operations Management, Team Building, Microsoft Office, Critical Illness, Customer Engagement, Delegation, Public Relations, Team Leadership, Customer Satisfaction, Team Management, Employee Training, Negotiation, Notary, Interviews, Corporate Communications, Human Resources, Google Docs
Education
University of San Francisco 1995 — 2000
Master of Business Administration (M.B.A.), Organizational Leadership, 3.75
University of San Francisco 1991 — 1995
Bachelor’s Degree, Human Resources Management/Personnel Administration, General, 3.9
Kailua High School, Kailua, Oahu
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Financial Services September 2013 - Present
Skills
Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Investments, Mutual Funds, 401k, Long-term Care, Insurance, Financial Planning, Leadership, Health Insurance, IRAs, Customer Service, Universal Life, Management, Strategic Planning, Public Speaking, Strategic Financial..., Financial Planners, Financial Services, Operations Management, Team Building, Microsoft Office, Critical Illness, Customer Engagement, Delegation, Public Relations, Team Leadership, Customer Satisfaction, Team Management, Employee Training, Negotiation, Notary, Interviews, Corporate Communications, Human Resources, Google Docs
Education
University of San Francisco 1995 — 2000
Master of Business Administration (M.B.A.), Organizational Leadership, 3.75
University of San Francisco 1991 — 1995
Bachelor’s Degree, Human Resources Management/Personnel Administration, General, 3.9
Kailua High School, Kailua, Oahu
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Amanda Wormington Amanda Wormington's Financial Services Experience May 2012 - Present
Job Recruiting Coordinator
Industry Financial Services
Experience
Financial Services May 2012 - Present
Allied - THA May 2011 - May 2012
Skills
Market Research, Management, PowerPoint, Training, Team Building, Customer Retention, Customer Satisfaction, Marketing, Recruiting, Social Media Marketing, Leadership, Sales, Cold Calling, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Missouri-Kansas City 2006 — 2011
BBA, Marketing
Financial Services May 2012 - Present
Allied - THA May 2011 - May 2012
Skills
Market Research, Management, PowerPoint, Training, Team Building, Customer Retention, Customer Satisfaction, Marketing, Recruiting, Social Media Marketing, Leadership, Sales, Cold Calling, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Missouri-Kansas City 2006 — 2011
BBA, Marketing
Gregory D. Tremblay Gregory D. Tremblay's Financial Services Experience November 2012 - Present
Job Risk Manager
Industry Financial Services
Experience
Financial Services November 2012 - Present
Skills
Financial Services, Financial Risk, Risk Management, Portfolio Management, Equities, Fixed Income, Investments, Financial Analysis, Financial Markets, Credit Risk, Bloomberg, Corporate Finance, Credit Analysis
Education
NEVADA, CALIFORNIA 1996 — 2003
Financial Management Services
University of Nevada-Reno
Financial Services November 2012 - Present
Skills
Financial Services, Financial Risk, Risk Management, Portfolio Management, Equities, Fixed Income, Investments, Financial Analysis, Financial Markets, Credit Risk, Bloomberg, Corporate Finance, Credit Analysis
Education
NEVADA, CALIFORNIA 1996 — 2003
Financial Management Services
University of Nevada-Reno
Rick Henningsen Rick Henningsen's Financial Services Experience June 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Financial Services June 2013 - Present
Wells Fargo Bank January 2010 - June 2013
Financial Services October 2004 - April 2009
Northrim Bank April 1999 - July 2004
Skills
Wealth Management, Investments, Relationship Management, Series 7, Commercial Mortgages, SBA, Financial Services, Home Equity Lines of..., New Business Development, Small Business, Banking, 401k Rollovers, Traditional IRA, Series 63, Cross Selling, Portfolio Management, Strategic Financial..., Financial Planning, Wealth, Financial Analysis, Wealth Management..., Private Banking, Mutual Funds, Cash Management, Financial Advisory, Investment Advisory, Loans, Credit, Finance, Customer Service
Education
University of Oregon 1979 — 1981
Business Administration and Management, General
East Anchorage High School 1977 — 1979
Financial Services June 2013 - Present
Wells Fargo Bank January 2010 - June 2013
Financial Services October 2004 - April 2009
Northrim Bank April 1999 - July 2004
Skills
Wealth Management, Investments, Relationship Management, Series 7, Commercial Mortgages, SBA, Financial Services, Home Equity Lines of..., New Business Development, Small Business, Banking, 401k Rollovers, Traditional IRA, Series 63, Cross Selling, Portfolio Management, Strategic Financial..., Financial Planning, Wealth, Financial Analysis, Wealth Management..., Private Banking, Mutual Funds, Cash Management, Financial Advisory, Investment Advisory, Loans, Credit, Finance, Customer Service
Education
University of Oregon 1979 — 1981
Business Administration and Management, General
East Anchorage High School 1977 — 1979
Vaibhav Gupta Vaibhav Gupta's Financial Services Experience April 2003 - Present
Job SSO & Web Access Mgt. Lead
Industry Information Technology and Services
Experience
Financial Services April 2003 - Present
Health Care Industry November 2006 - April 2007
Financial Services June 2000 - November 2006
Skills
SSO, IDM, Web Technologies, Automation Tools, LDAP, Identity Federation, Process Improvement and..., Software Design and..., Team Player, Work Flow Management, Agile, Oracle, Software Development, Linux, Siteminder, Agile Methodologies, Security, Enterprise Architecture, Identity Management, Integration, Cloud Computing, Architecture, XML, Enterprise Software
Education
Mumbai University 1996 — 2000
Bachelor of Engineering (B.E.), Electronics
St Xavier's High 1985 — 1994
High school
Financial Services April 2003 - Present
Health Care Industry November 2006 - April 2007
Financial Services June 2000 - November 2006
Skills
SSO, IDM, Web Technologies, Automation Tools, LDAP, Identity Federation, Process Improvement and..., Software Design and..., Team Player, Work Flow Management, Agile, Oracle, Software Development, Linux, Siteminder, Agile Methodologies, Security, Enterprise Architecture, Identity Management, Integration, Cloud Computing, Architecture, XML, Enterprise Software
Education
Mumbai University 1996 — 2000
Bachelor of Engineering (B.E.), Electronics
St Xavier's High 1985 — 1994
High school
Don Waechter Don Waechter's Financial Services Experience June 1992 - October 2008
Job Managing Partner, Health Compliance Partners, LLC HIPAA Compliance Experts
Industry Computer & Network Security
Experience
Health Compliance Partners, LLC May 2012 - Present
Seurity Compliance Associates August 2011 - April 2012
Advanced Systems October 2008 - August 2011
Financial Services June 1992 - October 2008
Raymond James Financial Inc. January 1981 - June 1992
Skills
Security Risk Analysis, HIPAA Compliance, Business Continuity..., Disaster Recovery, Incident Response, Information Security, IT Risk Management, Meaningful Use, Business Associates..., Protected Health..., Risk Assessment, Vulnerability Assessment, Healthcare Information..., Penetration Testing, HITECH Compliance, Policies and Procedures, Healthcare Policies and..., EHR, HIPAA, Security Risk, Healthcare, Health Insurance, Informatics, Policy, SaaS, Management, Leadership, Mergers & Acquisitions, EMR, Analysis, Business Development, Team Building, Physicians, Risk Management, Insurance, Performance Improvement, Medical Billing, Medicine, Software Documentation, Managed Care, Physician Relations, Radiology, Information Technology, Revenue Cycle, Program Management, Revenue Cycle Management, Healthcare Industry, Healthcare Management, Executive Management, Hospitals
Education
University of South Florida 1976 — 1977
Bachelor's degree, Accounting
Health Compliance Partners, LLC May 2012 - Present
Seurity Compliance Associates August 2011 - April 2012
Advanced Systems October 2008 - August 2011
Financial Services June 1992 - October 2008
Raymond James Financial Inc. January 1981 - June 1992
Skills
Security Risk Analysis, HIPAA Compliance, Business Continuity..., Disaster Recovery, Incident Response, Information Security, IT Risk Management, Meaningful Use, Business Associates..., Protected Health..., Risk Assessment, Vulnerability Assessment, Healthcare Information..., Penetration Testing, HITECH Compliance, Policies and Procedures, Healthcare Policies and..., EHR, HIPAA, Security Risk, Healthcare, Health Insurance, Informatics, Policy, SaaS, Management, Leadership, Mergers & Acquisitions, EMR, Analysis, Business Development, Team Building, Physicians, Risk Management, Insurance, Performance Improvement, Medical Billing, Medicine, Software Documentation, Managed Care, Physician Relations, Radiology, Information Technology, Revenue Cycle, Program Management, Revenue Cycle Management, Healthcare Industry, Healthcare Management, Executive Management, Hospitals
Education
University of South Florida 1976 — 1977
Bachelor's degree, Accounting
Jason Moran Jason Moran's Financial Services Experience September 2006 - September 2007
Job Clinical Sales Representative at Intuitive Surgical
Industry Medical Devices
Experience
Intuitive Surgical March 2014 - Present
Smith & Nephew April 2012 - Present
Novartis September 2007 - April 2012
Novartis Pharmaceutical (Osteoporosis September 2007 - April 2012
Financial Services September 2006 - September 2007
Entegra Power Group April 2004 - September 2006
US Army February 1997 - February 2000
Skills
Medical Devices, Sales Operations, Selling, Sales Presentations, Sales, New Business Development, Sales Management, Management, Endocrinology, OB/GYN, Rheumatology, Surgery, CRM, Disposables, Capital Equipment, Cardiology, Coaching, Leadership, Product Launch, Sales Process, Urology
Education
University of South Florida 2002 — 2005
Bachelor of Science, Business Finance
University of South Florida 2001 — 2004
Finance, Finance
Intuitive Surgical March 2014 - Present
Smith & Nephew April 2012 - Present
Novartis September 2007 - April 2012
Novartis Pharmaceutical (Osteoporosis September 2007 - April 2012
Financial Services September 2006 - September 2007
Entegra Power Group April 2004 - September 2006
US Army February 1997 - February 2000
Skills
Medical Devices, Sales Operations, Selling, Sales Presentations, Sales, New Business Development, Sales Management, Management, Endocrinology, OB/GYN, Rheumatology, Surgery, CRM, Disposables, Capital Equipment, Cardiology, Coaching, Leadership, Product Launch, Sales Process, Urology
Education
University of South Florida 2002 — 2005
Bachelor of Science, Business Finance
University of South Florida 2001 — 2004
Finance, Finance
Dan Haugrud's Financial Services Experience May 2005 - March 2013
Job I Help Life Insurance and Financial Professionals have their Best Year, This Year.
Industry Financial Services
Experience
Midland National Life Insurance Company March 2013 - Present
Financial Services May 2005 - March 2013
Piper Jaffray June 2004 - April 2005
Skills
Life Insurance, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, Investments, Finance, Fixed Annuities, Financial Services, Sales
Education
The American College 2013 — 2015
Chartered Life Underwriter (CLU®), Life Insurance
University of Sioux Falls 2001 — 2004
B.A., Business Administration, 3.68 GPA (completed in 3 years)
Midland National Life Insurance Company March 2013 - Present
Financial Services May 2005 - March 2013
Piper Jaffray June 2004 - April 2005
Skills
Life Insurance, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, Investments, Finance, Fixed Annuities, Financial Services, Sales
Education
The American College 2013 — 2015
Chartered Life Underwriter (CLU®), Life Insurance
University of Sioux Falls 2001 — 2004
B.A., Business Administration, 3.68 GPA (completed in 3 years)
Jacob Sizemore Jacob Sizemore's Financial Services Experience 2005 - 2007
Job Owner at Sizemore & Sizemore, PLLC
Industry Accounting
Experience
Sizemore & Sizemore, PLLC December 2013 - Present
Dean Dorton Allen Ford, PLLC July 2013 - December 2013
GreerWalker LLP June 2007 - June 2013
Financial Services 2005 - 2007
PwC 2004 - 2005
Skills
Business Valuation, Tax, International Tax, CPA, Financial Analysis, Partnership Taxation, LLC, Business Tax Planning, Small Business Tax, S Corporations, Leadership, Management, Mentoring, Tax Accounting, Tax Returns, Small Business, Income Tax, Corporate Tax, Tax Preparation, Accounting
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
UNC Charlotte 2003 — 2004
Master's degree, Accounting
UNC Charlotte 2000 — 2002
Bachelor of Science (B.S.), Accounting
Sizemore & Sizemore, PLLC December 2013 - Present
Dean Dorton Allen Ford, PLLC July 2013 - December 2013
GreerWalker LLP June 2007 - June 2013
Financial Services 2005 - 2007
PwC 2004 - 2005
Skills
Business Valuation, Tax, International Tax, CPA, Financial Analysis, Partnership Taxation, LLC, Business Tax Planning, Small Business Tax, S Corporations, Leadership, Management, Mentoring, Tax Accounting, Tax Returns, Small Business, Income Tax, Corporate Tax, Tax Preparation, Accounting
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
UNC Charlotte 2003 — 2004
Master's degree, Accounting
UNC Charlotte 2000 — 2002
Bachelor of Science (B.S.), Accounting
Shivraj Mundy Shivraj Mundy's Financial Services Experience April 2015 - Present
Job Senior Financial Services Executive at Financial Services
Industry Financial Services
Experience
Financial Services April 2015 - Present
JPMorgan Chase July 2013 - March 2015
JPMorgan Chase August 2011 - July 2013
HSBC Credit Card Services July 2008 - August 2011
HSBC Card Services June 2006 - July 2008
HSBC Card Services January 2005 - June 2006
HSBC Auto Finance March 2003 - January 2005
Equity Guaranty LLC September 2001 - March 2003
Capital One May 1999 - August 2001
McKinsey & Company August 1995 - April 1999
Skills
Direct Marketing, Database Marketing, Analytics, Strategy, Credit Cards, Business Strategy, Management Consulting, Mortgage Lending, Consumer Lending, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Finance, Relationship Management, Mergers, Product Management, Business Development, Marketing Strategy, Banking, Leadership, Management, CRM, Mergers & Acquisitions, Financial Services, Risk Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Palmer Scholar
India
Financial Services April 2015 - Present
JPMorgan Chase July 2013 - March 2015
JPMorgan Chase August 2011 - July 2013
HSBC Credit Card Services July 2008 - August 2011
HSBC Card Services June 2006 - July 2008
HSBC Card Services January 2005 - June 2006
HSBC Auto Finance March 2003 - January 2005
Equity Guaranty LLC September 2001 - March 2003
Capital One May 1999 - August 2001
McKinsey & Company August 1995 - April 1999
Skills
Direct Marketing, Database Marketing, Analytics, Strategy, Credit Cards, Business Strategy, Management Consulting, Mortgage Lending, Consumer Lending, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Finance, Relationship Management, Mergers, Product Management, Business Development, Marketing Strategy, Banking, Leadership, Management, CRM, Mergers & Acquisitions, Financial Services, Risk Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Palmer Scholar
India
Anna DiPronio Mendez Anna DiPronio Mendez's Financial Services Experience January 1991 - January 2012
Job Author of If These Halls Could Talk The Daniel Mendez Story www.ifthesehallscouldtalk.tateauthor.com
Industry Nonprofit Organization Management
Experience
If These Halls Could Talk - The Daniel Mendez Story May 2013 - Present
National Association of People Against Bullying (NAPAB) February 2012 - Present
Financial Services January 1991 - January 2012
Skills
Nonprofits, Fundraising, Education, Community Outreach, Public Speaking
Education
University of South Florida
If These Halls Could Talk - The Daniel Mendez Story May 2013 - Present
National Association of People Against Bullying (NAPAB) February 2012 - Present
Financial Services January 1991 - January 2012
Skills
Nonprofits, Fundraising, Education, Community Outreach, Public Speaking
Education
University of South Florida
Kimberly Haugen's Financial Services Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
STL NATIONAL May 2015 - Present
Financial Services November 2011 - Present
Skills
Financial Planning, Investments, Money Management, Life Insurance
Education
University of Missouri-Saint Louis 1999 — 2002
BSN
STL NATIONAL May 2015 - Present
Financial Services November 2011 - Present
Skills
Financial Planning, Investments, Money Management, Life Insurance
Education
University of Missouri-Saint Louis 1999 — 2002
BSN
Jesse Forte Jesse Forte's Financial Services Experience January 2015 - Present
Job Field Agent at Financial Services
Industry Financial Services
Experience
Financial Services January 2015 - Present
Camelback VW Subaru Mazda July 2013 - Present
Financial Services January 2009 - Present
Avondale Dodge 2012 - 2013
Avondale Dodge 2012 - 2013
University of Phoenix October 2011 - October 2012
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - November 2010
Skills
Hospitality, Staff Development, Event Planning, Training, Event Management, Leadership, Time Management, Recruiting, Public Speaking, Customer Service, Team Building, Coaching, Temporary Placement, Teamwork, Management, Budgets, Process Scheduler, Human Resources, PowerPoint, Team Leadership, Strategic Planning, Customer Satisfaction, Sales, Social Networking, Employee Relations, Leadership Development, Inventory Management, Marketing, New Business Development, Account Management, Retail, Purchasing, Hiring, Restaurants, Microsoft Office, Selling, Sales Management, Project Planning, Customer Retention, Forecasting, Employee Training, Hotels, Food & Beverage, Interviews, Supervisory Skills, Strategy, Food, Operations Management, Hospitality Management, Negotiation
Education
University of Phoenix 2009 — 2011
Bachelors in Science of Management
Western New Mexico University 1993 — 1996
Criminal Justice and Corrections
Financial Services January 2015 - Present
Camelback VW Subaru Mazda July 2013 - Present
Financial Services January 2009 - Present
Avondale Dodge 2012 - 2013
Avondale Dodge 2012 - 2013
University of Phoenix October 2011 - October 2012
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - November 2010
Skills
Hospitality, Staff Development, Event Planning, Training, Event Management, Leadership, Time Management, Recruiting, Public Speaking, Customer Service, Team Building, Coaching, Temporary Placement, Teamwork, Management, Budgets, Process Scheduler, Human Resources, PowerPoint, Team Leadership, Strategic Planning, Customer Satisfaction, Sales, Social Networking, Employee Relations, Leadership Development, Inventory Management, Marketing, New Business Development, Account Management, Retail, Purchasing, Hiring, Restaurants, Microsoft Office, Selling, Sales Management, Project Planning, Customer Retention, Forecasting, Employee Training, Hotels, Food & Beverage, Interviews, Supervisory Skills, Strategy, Food, Operations Management, Hospitality Management, Negotiation
Education
University of Phoenix 2009 — 2011
Bachelors in Science of Management
Western New Mexico University 1993 — 1996
Criminal Justice and Corrections
Jamie Ford, JD's Financial Services Experience 2007 - 2012
Job Insurance Advisor at National Insurer
Industry Financial Services
Experience
National Insurer 2013 - Present
Humanitarian Project 2012 - 2013
Financial Services 2007 - 2012
Skills
Insurance, Legal Research, Claim, Underwriting, Policy, Health Insurance, Process Improvement, Microsoft Excel, Insurance Law, Analysis, Affordable Care Act..., Healthcare Reform, Health & Accident..., Licensed Health &..., Reinsurance, Employee Benefits, Risk Management, Workers Compensation
Education
University of Nairobi
Non-Degree, International Law and Legal Studies
Widener University School of Law
Doctor of Law (JD), Law
National Insurer 2013 - Present
Humanitarian Project 2012 - 2013
Financial Services 2007 - 2012
Skills
Insurance, Legal Research, Claim, Underwriting, Policy, Health Insurance, Process Improvement, Microsoft Excel, Insurance Law, Analysis, Affordable Care Act..., Healthcare Reform, Health & Accident..., Licensed Health &..., Reinsurance, Employee Benefits, Risk Management, Workers Compensation
Education
University of Nairobi
Non-Degree, International Law and Legal Studies
Widener University School of Law
Doctor of Law (JD), Law
Jason Ortiz's Financial Services Experience April 2015 - Present
Job Hiring and Developing Financial Services Professionals
Industry Financial Services
Experience
Financial Services April 2015 - Present
Skills
Management, Sales Management, Leadership, Business Development, Sales, Staff Development, Sales Operations, Securities, Wealth Management, Series 24, Series 7, Series 6, Series 63, Investments, Life Insurance, Mutual Funds, Insurance, Retirement, Fixed Annuities, Financial Services, Finance, Customer Service, Retirement Planning, Microsoft Office, Disability Insurance, Relationship Management
Education
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science - Business, Marketing
Financial Services April 2015 - Present
Skills
Management, Sales Management, Leadership, Business Development, Sales, Staff Development, Sales Operations, Securities, Wealth Management, Series 24, Series 7, Series 6, Series 63, Investments, Life Insurance, Mutual Funds, Insurance, Retirement, Fixed Annuities, Financial Services, Finance, Customer Service, Retirement Planning, Microsoft Office, Disability Insurance, Relationship Management
Education
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science - Business, Marketing
Vinny Spurr's Financial Services Experience October 2005 - April 2014
Job Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Misty Dawn Casey's Financial Services Experience May 2005 - February 2008
Job Insurance Agent
Industry Insurance
Experience
Farmers Insurance May 2009 - Present
Financial Services May 2005 - February 2008
Education
University of Missouri-Kansas City 2000 — 2004
East High School 1984 — 1987
Farmers Insurance May 2009 - Present
Financial Services May 2005 - February 2008
Education
University of Missouri-Kansas City 2000 — 2004
East High School 1984 — 1987
Lu Maly's Financial Services Experience
Job Owner, Financial Services
Industry Financial Services
Experience
Financial Services
Skills
Small Business, Retirement Planning, Entrepreneurship, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Fixed Annuities, Retirement, Business Planning, Finance, Wealth Management, Wealth, IRAs, Financial Advisory, Insurance, Strategic Planning, Financial Planning, Management, Customer Service
Education
University of Nebraska-Lincoln 1974 — 1979
Financial Services
Skills
Small Business, Retirement Planning, Entrepreneurship, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Fixed Annuities, Retirement, Business Planning, Finance, Wealth Management, Wealth, IRAs, Financial Advisory, Insurance, Strategic Planning, Financial Planning, Management, Customer Service
Education
University of Nebraska-Lincoln 1974 — 1979
Lois Moses's Financial Services Experience Account ManagerKinetic Solutions, Inc.2006 - 2007
Job IT Consultant at Financial Services
Industry Financial Services
Experience
Financial Services Account ManagerKinetic Solutions, Inc.2006 - 2007
Wells Fargo 1997 - 2005
Education
University of North Carolina at Greensboro
masters, Public affairs / business
Financial Services Account ManagerKinetic Solutions, Inc.2006 - 2007
Wells Fargo 1997 - 2005
Education
University of North Carolina at Greensboro
masters, Public affairs / business
Jeff Baumgartner's Financial Services Experience August 1999 - Present
Job VP Sales
Industry Financial Services
Experience
financial services August 1999 - Present
Education
University of Rochester 1990 — 1994
financial services August 1999 - Present
Education
University of Rochester 1990 — 1994
Jason Ange's Financial Services Experience August 2000 - March 2009
Job Mortgage Banker, Chase Private Client at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2011 - Present
Dish Network January 2010 - May 2011
Drs. Goodman & Partridge, OB/GYN March 2009 - January 2010
Financial Services August 2000 - March 2009
First Magnus Financial February 2008 - August 2008
EquiFirst January 2004 - January 2008
Skills
Sales, Sales Management, Contract Negotiation, Selling, Customer Service, Management, Analysis, Negotiation, Finance, Loans
Education
University of North Carolina at Charlotte 1990 — 1995
JPMorgan Chase & Co. May 2011 - Present
Dish Network January 2010 - May 2011
Drs. Goodman & Partridge, OB/GYN March 2009 - January 2010
Financial Services August 2000 - March 2009
First Magnus Financial February 2008 - August 2008
EquiFirst January 2004 - January 2008
Skills
Sales, Sales Management, Contract Negotiation, Selling, Customer Service, Management, Analysis, Negotiation, Finance, Loans
Education
University of North Carolina at Charlotte 1990 — 1995
Michael Zinsmeyer's Financial Services Experience 2008 - 2010
Job Experienced professional seeking new opportunities in Operations and Finance
Industry Defense & Space
Experience
SRC Cyber 2014 - 2015
SRC 2012 - 2014
National Grid 2010 - 2012
Financial Services 2008 - 2010
Financial Services 2005 - 2008
AXA 2005 - 2005
MassMutual 2003 - 2004
Mutual of Omaha 2002 - 2003
AXA 2002 - 2002
Skills
Investments, Data Analysis, Process Improvement, Business Analysis, Strategic Planning, Business Strategy, Financial Analysis, Project Management, Marketing, Credit, Training, Finance, Sales, Strategy, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA
University of Rochester 1998 — 2002
Bachelor of Science (BS), Econmics/Psychology
High School
SRC Cyber 2014 - 2015
SRC 2012 - 2014
National Grid 2010 - 2012
Financial Services 2008 - 2010
Financial Services 2005 - 2008
AXA 2005 - 2005
MassMutual 2003 - 2004
Mutual of Omaha 2002 - 2003
AXA 2002 - 2002
Skills
Investments, Data Analysis, Process Improvement, Business Analysis, Strategic Planning, Business Strategy, Financial Analysis, Project Management, Marketing, Credit, Training, Finance, Sales, Strategy, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA
University of Rochester 1998 — 2002
Bachelor of Science (BS), Econmics/Psychology
High School
H.T. Moran's Financial Services Experience January 1999 - 2013
Job MGA at Heritage Health
Industry Insurance
Experience
Heritage Health January 1999 - Present
Financial Services January 1999 - 2013
Education
University of Oklahoma
Heritage Health January 1999 - Present
Financial Services January 1999 - 2013
Education
University of Oklahoma
Kelly Clifford's Financial Services Experience June 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Financial Services June 2011 - Present
Morgan Stanley November 2008 - June 2011
Lehman Brothers July 2005 - October 2008
Morgan Stanley June 1998 - June 2005
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Accounting
Denis Houser's Financial Services Experience January 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Kathy Murphy RN, EMLS, ALNC, CLNI, CPSS, FCEA's Financial Services Experience January 2000 - January 2007
Job K.Murphy and Associates, LLC
Industry Legal Services
Experience
K. Murphy and Associates, LLC July 2012 - Present
Critical Care Systems 2009 - July 2012
Critical Care Systems 2010 - 2011
Suburban Hospital January 2008 - January 2009
Suburban Hospital 2008 - 2009
RxCrossroads 2007 - 2008
Financial Services January 2000 - January 2007
American Fidelity Assurance Company 2003 - 2007
Midsouth Medical Group January 1999 - January 2000
Skills
Sales Management, Operations Management, International..., Section 125 Plan Sales..., Financial Advisory, Program Management, Hospice, Home Health Care..., Home Infusion Therapy..., Home Infusion, Nursing, Healthcare, Sales, New Business Development, Employee Benefits, Strategic Planning, Management, Long-term Care, Training, Customer Service, Hospitals, Human Resources, Marketing, Coaching, Performance Management
Education
University of Phoenix 2007 — 2013
HEALTHCARE ADMINISTRATION, HEALTHCARE
MASTIN SCHOOL OF NURSING 1973 — 1976
NURSING DIPLOMA, Registered Nursing/Registered Nurse
University of South AlabamaMastin School of Nursing
Nursing Diploma
K. Murphy and Associates, LLC July 2012 - Present
Critical Care Systems 2009 - July 2012
Critical Care Systems 2010 - 2011
Suburban Hospital January 2008 - January 2009
Suburban Hospital 2008 - 2009
RxCrossroads 2007 - 2008
Financial Services January 2000 - January 2007
American Fidelity Assurance Company 2003 - 2007
Midsouth Medical Group January 1999 - January 2000
Skills
Sales Management, Operations Management, International..., Section 125 Plan Sales..., Financial Advisory, Program Management, Hospice, Home Health Care..., Home Infusion Therapy..., Home Infusion, Nursing, Healthcare, Sales, New Business Development, Employee Benefits, Strategic Planning, Management, Long-term Care, Training, Customer Service, Hospitals, Human Resources, Marketing, Coaching, Performance Management
Education
University of Phoenix 2007 — 2013
HEALTHCARE ADMINISTRATION, HEALTHCARE
MASTIN SCHOOL OF NURSING 1973 — 1976
NURSING DIPLOMA, Registered Nursing/Registered Nurse
University of South AlabamaMastin School of Nursing
Nursing Diploma
Teresa Lund's Financial Services Experience October 2006 - March 2009
Job Accounts Payable Specialist
Industry Financial Services
Experience
Transamerica January 2015 - Present
River City Staffing Group May 2014 - November 2014
Polar Service Centers October 2012 - September 2013
Aerotek September 2009 - January 2012
Financial Services October 2006 - March 2009
Countrywide Bank February 2007 - February 2009
Nordstrom August 1997 - May 2007
Kaiser Permanente May 1997 - October 1998
Crow Law Offices March 1980 - January 1987
Skills
Computer Literate, Typing, Marketing Communications, Legal Services, Organizational..., Organizing, Phone Skills, Sales Operations, Direct Sales, Clerical Skills, Team Leadership, Telephone Skills, Management, Microsoft Office, Sales, Customer Service, Public Speaking, Microsoft Excel, Interviews
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Psychology
Transamerica January 2015 - Present
River City Staffing Group May 2014 - November 2014
Polar Service Centers October 2012 - September 2013
Aerotek September 2009 - January 2012
Financial Services October 2006 - March 2009
Countrywide Bank February 2007 - February 2009
Nordstrom August 1997 - May 2007
Kaiser Permanente May 1997 - October 1998
Crow Law Offices March 1980 - January 1987
Skills
Computer Literate, Typing, Marketing Communications, Legal Services, Organizational..., Organizing, Phone Skills, Sales Operations, Direct Sales, Clerical Skills, Team Leadership, Telephone Skills, Management, Microsoft Office, Sales, Customer Service, Public Speaking, Microsoft Excel, Interviews
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Psychology
Art Moore's Financial Services Experience October 2007 - Present
Job Financial Officer at PK Willis Company
Industry Financial Services
Experience
Financial Services October 2007 - Present
Skills
Risk Management, Strategic Financial..., Finance, Portfolio Management, Customer Service, Asset Managment, Accounts Receivable, Business Planning, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Publishing, Accounts Payable, SAP, HRIS, Visio, Financial Analysis, Sales, Policy, Financial Planning, Management, Event Management, Asset Management, Public Speaking, Leadership, Social Media, Social Media Marketing, Event Planning, Social Networking
Education
University of Southern California 1988 — 1992
Business Administration, Administration and Accounting
Financial Services October 2007 - Present
Skills
Risk Management, Strategic Financial..., Finance, Portfolio Management, Customer Service, Asset Managment, Accounts Receivable, Business Planning, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Publishing, Accounts Payable, SAP, HRIS, Visio, Financial Analysis, Sales, Policy, Financial Planning, Management, Event Management, Asset Management, Public Speaking, Leadership, Social Media, Social Media Marketing, Event Planning, Social Networking
Education
University of Southern California 1988 — 1992
Business Administration, Administration and Accounting
Murray Anderson's Financial Services Experience 1998 - 2005
Job General Manager Sherway Logistics at Sherway Group
Industry Transportation/Trucking/Railroad
Experience
Sherway Group 2013 - Present
Contrans - Cornerstone / Firm Transportation 2008 - 2012
MAK Freight Systems 2005 - 2008
Financial Services 1998 - 2005
Loomis Courier Service (DHL) 1990 - 1998
Skills
Business Turnarounds, EBITDA Improvement Plans, Business Restructures, Team Building, Mentoring, P & L Management, Strategic Planning, Cash Flow Management, Sales Leadership, Operations Leadership, New Business Development, Mergers and Acquisitions, Budgeting and..., KPI Design and..., Trade Union Negotiation, MIS Implementation, Operations Management, Leadership, Logistics, Management, Negotiation, Sales Management, Supply Chain Management, Transportation..., Transportation, 3PL, Logistics Management, Supply Chain, LTL, Freight, Warehousing
Education
University of Saskatchewan
B. Comm., Finance and Marketing
University of Saskatchewan
MBA, Finance and Business Strategy
Sherway Group 2013 - Present
Contrans - Cornerstone / Firm Transportation 2008 - 2012
MAK Freight Systems 2005 - 2008
Financial Services 1998 - 2005
Loomis Courier Service (DHL) 1990 - 1998
Skills
Business Turnarounds, EBITDA Improvement Plans, Business Restructures, Team Building, Mentoring, P & L Management, Strategic Planning, Cash Flow Management, Sales Leadership, Operations Leadership, New Business Development, Mergers and Acquisitions, Budgeting and..., KPI Design and..., Trade Union Negotiation, MIS Implementation, Operations Management, Leadership, Logistics, Management, Negotiation, Sales Management, Supply Chain Management, Transportation..., Transportation, 3PL, Logistics Management, Supply Chain, LTL, Freight, Warehousing
Education
University of Saskatchewan
B. Comm., Finance and Marketing
University of Saskatchewan
MBA, Finance and Business Strategy
Tami Rock's Financial Services Experience November 2012 - Present
Job HR/Marketing Professional in Financial Services
Industry Publishing
Experience
Financial Services November 2012 - Present
HarperCollins Publishers 2001 - 2003
Skills
Editorial, Copy Editing, Online Publishing, Books, Publishing, Research, Marketing Communications, Editing, Public Relations, Blogging, Social Networking
Education
NYU Wagner School of Public Service 2004 — 2007
Non-Profit/Public/Organizational Management
University of Rochester 1991 — 1995
Political Science
Financial Services November 2012 - Present
HarperCollins Publishers 2001 - 2003
Skills
Editorial, Copy Editing, Online Publishing, Books, Publishing, Research, Marketing Communications, Editing, Public Relations, Blogging, Social Networking
Education
NYU Wagner School of Public Service 2004 — 2007
Non-Profit/Public/Organizational Management
University of Rochester 1991 — 1995
Political Science
Maria Nanagas's Financial Services Experience January 1995 - December 1996
Job Sales Administrator
Industry Accounting
Experience
Lane Punch Corporation December 1996 - August 2011
Financial Services January 1995 - December 1996
Skills
Invoicing, MS Office Suite, AS400,..., Accounts Payable, Payroll, General Ledger, Accounting, Journal Entries, Time Management, Employee Benefits, Sales, Troubleshooting, Payments, Microsoft Excel, Great Plain, JD Edwards
Education
Gaston College 2012 — 2013
Diploma, Accounting
University of North Carolina at Greensboro 1986 — 1993
Bachelor's degree, Product Marketing and Merchandising
Lane Punch Corporation December 1996 - August 2011
Financial Services January 1995 - December 1996
Skills
Invoicing, MS Office Suite, AS400,..., Accounts Payable, Payroll, General Ledger, Accounting, Journal Entries, Time Management, Employee Benefits, Sales, Troubleshooting, Payments, Microsoft Excel, Great Plain, JD Edwards
Education
Gaston College 2012 — 2013
Diploma, Accounting
University of North Carolina at Greensboro 1986 — 1993
Bachelor's degree, Product Marketing and Merchandising
Stephanie Rearick's Financial Services Experience July 2014 - December 2014
Job Financial Services Consultant at TIAACREF
Industry
Experience
TIAA-CREF December 2014 - Present
Financial Services July 2014 - December 2014
Financial Services November 2013 - July 2014
Financial Services June 2013 - November 2013
Financial Services April 2013 - June 2013
Best Buy August 2012 - March 2013
Best Buy February 2012 - March 2013
Greater Therapy Centers September 2008 - March 2012
Best Buy Mobile March 2008 - October 2008
Carino's Italian May 2007 - February 2008
Skills
Highly detail oriented, Relationship Management, Driven By Results, Dependable Team Player, Independent Thinking, Creative Problem Solving, Maintaining A Positive..., Training, Community Outreach, Program Management, Highly motivated..., Adaptable to Changes, Proficient Typing Skills, Customer Service, Highly personable, Expert relationship..., Proactive self-starter, Client Service Oriented, People-oriented, Employee Engagement, Microsoft Word, Microsoft Excel, Customer Experience, PowerPoint, Computers, Loan Modifications, Writing, Phone Etiquette, Sales, High Pressure..., Windows
Education
University of North Texas 2006 — 2011
Bachelor of Business Administration (BBA), Human Resource and Organizational Behavior Management
Rowlett High School 2002 — 2006
TIAA-CREF December 2014 - Present
Financial Services July 2014 - December 2014
Financial Services November 2013 - July 2014
Financial Services June 2013 - November 2013
Financial Services April 2013 - June 2013
Best Buy August 2012 - March 2013
Best Buy February 2012 - March 2013
Greater Therapy Centers September 2008 - March 2012
Best Buy Mobile March 2008 - October 2008
Carino's Italian May 2007 - February 2008
Skills
Highly detail oriented, Relationship Management, Driven By Results, Dependable Team Player, Independent Thinking, Creative Problem Solving, Maintaining A Positive..., Training, Community Outreach, Program Management, Highly motivated..., Adaptable to Changes, Proficient Typing Skills, Customer Service, Highly personable, Expert relationship..., Proactive self-starter, Client Service Oriented, People-oriented, Employee Engagement, Microsoft Word, Microsoft Excel, Customer Experience, PowerPoint, Computers, Loan Modifications, Writing, Phone Etiquette, Sales, High Pressure..., Windows
Education
University of North Texas 2006 — 2011
Bachelor of Business Administration (BBA), Human Resource and Organizational Behavior Management
Rowlett High School 2002 — 2006
Tina Rawlings's Financial Services Experience April 2014 - January 2015
Job Property Consultant at Anyone Home Inc
Industry Financial Services
Experience
Financial Services April 2014 - January 2015
Financial Services January 2012 - October 2013
Capital Group / American Funds November 2004 - March 2011
General Motors Acceptance Corp. April 1990 - October 2004
Skills
Financial Services, Management, HR Policies, Administrative..., Notary Public, Employee Training, Team Leadership, Employment Law, Small Business Owner, Customer Service..., Customer Service...
Education
Webster University 2000 — 2004
Master of Arts (M.A.), Human Resources Management
University of Phoenix 1996 — 2000
Bachelor of Science (B.S.), Business Management
Financial Services April 2014 - January 2015
Financial Services January 2012 - October 2013
Capital Group / American Funds November 2004 - March 2011
General Motors Acceptance Corp. April 1990 - October 2004
Skills
Financial Services, Management, HR Policies, Administrative..., Notary Public, Employee Training, Team Leadership, Employment Law, Small Business Owner, Customer Service..., Customer Service...
Education
Webster University 2000 — 2004
Master of Arts (M.A.), Human Resources Management
University of Phoenix 1996 — 2000
Bachelor of Science (B.S.), Business Management
James Gazis's Financial Services Experience June 2003 - March 2010
Job Web Content Creation at Nonprofit
Industry Research
Experience
nonprofit April 2012 - Present
Bike Store June 2010 - November 2011
Financial Services June 2003 - March 2010
Skills
online interaction and..., web content, technical instruction, project management, software development..., technical writing, online presentation
Education
New Horizons Computer Learning 2011 — 2012
Certificate, Sharepoint Solutions Development
University of Pittsburgh 2001 — 2006
Bachelor's degree, English and Communication
nonprofit April 2012 - Present
Bike Store June 2010 - November 2011
Financial Services June 2003 - March 2010
Skills
online interaction and..., web content, technical instruction, project management, software development..., technical writing, online presentation
Education
New Horizons Computer Learning 2011 — 2012
Certificate, Sharepoint Solutions Development
University of Pittsburgh 2001 — 2006
Bachelor's degree, English and Communication