Financial Services Company
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Financial Services Company Employees
Employee
Years
Job
Industry
Carter Taylor, CFP® Carter Taylor, CFP®'s Financial Services Company Experience 1995 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Company 1995 - Present
Skills
Retirement Planning, College Education..., Series 7, Mortgage Lending, Portfolio Management, Investment Advisory, Estate Planning, Philanthropy, Wealth Management, Retirement Income..., Retirement, Finance, Wealth Management..., Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Investment Management
Education
University of California, San Diego 1989 — 1993
Bachelor of Science (BS)
Financial Services Company 1995 - Present
Skills
Retirement Planning, College Education..., Series 7, Mortgage Lending, Portfolio Management, Investment Advisory, Estate Planning, Philanthropy, Wealth Management, Retirement Income..., Retirement, Finance, Wealth Management..., Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Investment Management
Education
University of California, San Diego 1989 — 1993
Bachelor of Science (BS)
Emma Burns Emma Burns's Financial Services Company Experience April 2014 - Present
Job Marketing Operations Coordinator at Financial Services Company
Industry Financial Services
Experience
Financial Services Company April 2014 - Present
Tucker Advisors October 2012 - April 2014
Tucker Advisors November 2011 - October 2012
Revive Franchising February 2010 - August 2011
University of Denver November 2006 - February 2010
Robert Half International July 2008 - 2008
Skills
Marketing, Email Marketing, Online Marketing, Marketing Strategy, Event Planning, Event Management, Corporate Events, Events Coordination, Project Planning, Project Management, Basecamp, Microsoft CRM, Sponsorship Sales, Sponsorship Program..., Promotions, Sales Promotion, Client Billing, Billing Systems, Billing Process, Catering, Audio Visual Support, Audio Visual Rental, Banquet Operations, Purchasing, Incentive Travel, Rewards Programs, Sales Support, Professional..., Seminar Marketing, Public Seminars, Advisory Boards, Site Inspections, Loyalty Programs, Incentive Programs, Customer Service, Customer Acquisition, Customer Retention, Budget Forecasts, Budgets, Travel Planning, Business Travel, Leisure Travel, Hotels, Logistics Management, Lead Generation, Direct Mail, Corporate Branding
Education
University of Denver 2006 — 2010
BSBA, International Business, Spanish Minor
Colegio de la Salle, Buenos Aires 2008 — 2008
Spanish Language, Literature & Cultural Studies
Financial Services Company April 2014 - Present
Tucker Advisors October 2012 - April 2014
Tucker Advisors November 2011 - October 2012
Revive Franchising February 2010 - August 2011
University of Denver November 2006 - February 2010
Robert Half International July 2008 - 2008
Skills
Marketing, Email Marketing, Online Marketing, Marketing Strategy, Event Planning, Event Management, Corporate Events, Events Coordination, Project Planning, Project Management, Basecamp, Microsoft CRM, Sponsorship Sales, Sponsorship Program..., Promotions, Sales Promotion, Client Billing, Billing Systems, Billing Process, Catering, Audio Visual Support, Audio Visual Rental, Banquet Operations, Purchasing, Incentive Travel, Rewards Programs, Sales Support, Professional..., Seminar Marketing, Public Seminars, Advisory Boards, Site Inspections, Loyalty Programs, Incentive Programs, Customer Service, Customer Acquisition, Customer Retention, Budget Forecasts, Budgets, Travel Planning, Business Travel, Leisure Travel, Hotels, Logistics Management, Lead Generation, Direct Mail, Corporate Branding
Education
University of Denver 2006 — 2010
BSBA, International Business, Spanish Minor
Colegio de la Salle, Buenos Aires 2008 — 2008
Spanish Language, Literature & Cultural Studies
David Ley David Ley's Financial Services Company Experience April 2014 - Present
Job Retirement Counselor
Industry Insurance
Experience
Financial Services Company April 2014 - Present
National Agents Alliance March 2013 - March 2014
Prudential Financial May 2005 - March 2013
Skills
Customer Service, Retirement Planning, Disability Insurance, Customer Retention, Life Insurance, Selling, Sales, Term Life Insurance, Insurance, Retirement, Fixed Annuities, Salesforce.com, Whole Life, Financial Services, Life & Health Insurance..., Employee Benefits, Financial Planners, Series 6, Series 63, Sales Presentations, FINRA, Wealth, Qualified Retirement..., Securities, Permanent Life Insurance, Wealth Management, Relationship Management, 401k, Cold Calling, Public Speaking, Communication, Financial Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Communication, General
Park Center Sr High
Financial Services Company April 2014 - Present
National Agents Alliance March 2013 - March 2014
Prudential Financial May 2005 - March 2013
Skills
Customer Service, Retirement Planning, Disability Insurance, Customer Retention, Life Insurance, Selling, Sales, Term Life Insurance, Insurance, Retirement, Fixed Annuities, Salesforce.com, Whole Life, Financial Services, Life & Health Insurance..., Employee Benefits, Financial Planners, Series 6, Series 63, Sales Presentations, FINRA, Wealth, Qualified Retirement..., Securities, Permanent Life Insurance, Wealth Management, Relationship Management, 401k, Cold Calling, Public Speaking, Communication, Financial Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Communication, General
Park Center Sr High
Andre Peters, CPA Andre Peters, CPA's Financial Services Company Experience March 2012 - March 2013
Job Associate Director at Financial Services Company
Industry Financial Services
Experience
Financial Services Company March 2012 - March 2013
Silvercrest Asset Management January 2012 - March 2012
Deutsche Bank October 2010 - September 2011
GlobeOp Financial Services June 2008 - August 2010
Global Strategies Investment Management August 2005 - June 2008
GlobeOp Financial Services May 2002 - August 2005
PwC September 1998 - April 2002
BNY Mellon March 1997 - September 1998
Skills
Equities, Financial Analysis, Hedge Funds, Financial Reporting, Capital Markets, Accounting, Microsoft Excel, Auditing, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, General Ledger, Wealth Management
Education
University of Maryland University College 2010 — 2013
Master of Science (MS), Finance and Financial Management Services
Baruch College-Zicklin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Financial Services Company March 2012 - March 2013
Silvercrest Asset Management January 2012 - March 2012
Deutsche Bank October 2010 - September 2011
GlobeOp Financial Services June 2008 - August 2010
Global Strategies Investment Management August 2005 - June 2008
GlobeOp Financial Services May 2002 - August 2005
PwC September 1998 - April 2002
BNY Mellon March 1997 - September 1998
Skills
Equities, Financial Analysis, Hedge Funds, Financial Reporting, Capital Markets, Accounting, Microsoft Excel, Auditing, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, General Ledger, Wealth Management
Education
University of Maryland University College 2010 — 2013
Master of Science (MS), Finance and Financial Management Services
Baruch College-Zicklin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Debby Straughn's Financial Services Company Experience November 2005 - November 2007
Job Small and Middle Market Business Advisor
Industry Financial Services
Experience
The Alternative Board January 2008 - Present
Wharton Business Solutions, Inc. December 2007 - Present
Medical Device Company December 2011 - April 2014
Financial Services Company November 2005 - November 2007
JP Morgan Chase August 1989 - 2005
Skills
New Business Development, Program Management, Business Development, Project Management, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Strategy, Marketing Strategy, Financial Analysis, Risk Management, Business Planning, Business Strategy, Budgets, Team Leadership, Strategic Financial..., Operations Management, Training, Management Consulting, Strategic Partnerships, Executive Management, Cross-functional Team..., Management, Change Management, Leadership, Mergers, Product Development, Product Management, Marketing, International Business, Negotiation, Process Improvement, Market Research, Sales Management, Business Analysis, Business Process..., Team Building, CRM, Venture Capital, Sales, Marketing Management, Competitive Analysis, Marketing Communications, Product Marketing, Selling, Finance
Education
University of Pennsylvania-The Wharton School
Master of Business Administration (M.B.A.)
The Alternative Board January 2008 - Present
Wharton Business Solutions, Inc. December 2007 - Present
Medical Device Company December 2011 - April 2014
Financial Services Company November 2005 - November 2007
JP Morgan Chase August 1989 - 2005
Skills
New Business Development, Program Management, Business Development, Project Management, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Strategy, Marketing Strategy, Financial Analysis, Risk Management, Business Planning, Business Strategy, Budgets, Team Leadership, Strategic Financial..., Operations Management, Training, Management Consulting, Strategic Partnerships, Executive Management, Cross-functional Team..., Management, Change Management, Leadership, Mergers, Product Development, Product Management, Marketing, International Business, Negotiation, Process Improvement, Market Research, Sales Management, Business Analysis, Business Process..., Team Building, CRM, Venture Capital, Sales, Marketing Management, Competitive Analysis, Marketing Communications, Product Marketing, Selling, Finance
Education
University of Pennsylvania-The Wharton School
Master of Business Administration (M.B.A.)
Brian Guss Brian Guss's Financial Services Company Experience May 2013 - October 2013
Job CRM Solution Architect at Organogenesis Inc.
Industry Information Technology and Services
Experience
Organogenesis Inc. May 2014 - Present
Kantac Corp October 2013 - Present
Shire Pharmaceuticals October 2013 - May 2014
Financial Services Company May 2013 - October 2013
FMT Consultants August 2012 - May 2013
Hitachi Solutions America, Ltd- Business Solution Group May 2011 - August 2012
Md7 October 2009 - May 2011
Dynamic Methods January 2009 - January 2010
Rose Business Solutions 2006 - January 2009
Indyme Solutions October 2005 - November 2006
Skills
Microsoft CRM, SQL, SSRS, Process Improvement, Sales Process, System Architecture, HTML, JavaScript, Integration, Solution Selling, Cloud Computing, Customer Relations, Software Development, Business Analysis, Customer Service, Project Management, ERP, CRM, Business Intelligence, Visual Studio, Microsoft SQL Server, Microsoft Dynamics, SharePoint, Professional Services, Enterprise Architecture, Enterprise Software, Business Process, Software Project..., Solution Architecture, Software Implementation, IT Strategy, Requirements Analysis, IT Management, Microsoft Technologies, Leadership, Agile Methodologies, Consulting
Education
University of Arizona 1994 — 1998
BSBA, Management Information Systems, Operations Management
Torrey Pines 1991 — 1994
Torrey Pines 1991 — 1994
Organogenesis Inc. May 2014 - Present
Kantac Corp October 2013 - Present
Shire Pharmaceuticals October 2013 - May 2014
Financial Services Company May 2013 - October 2013
FMT Consultants August 2012 - May 2013
Hitachi Solutions America, Ltd- Business Solution Group May 2011 - August 2012
Md7 October 2009 - May 2011
Dynamic Methods January 2009 - January 2010
Rose Business Solutions 2006 - January 2009
Indyme Solutions October 2005 - November 2006
Skills
Microsoft CRM, SQL, SSRS, Process Improvement, Sales Process, System Architecture, HTML, JavaScript, Integration, Solution Selling, Cloud Computing, Customer Relations, Software Development, Business Analysis, Customer Service, Project Management, ERP, CRM, Business Intelligence, Visual Studio, Microsoft SQL Server, Microsoft Dynamics, SharePoint, Professional Services, Enterprise Architecture, Enterprise Software, Business Process, Software Project..., Solution Architecture, Software Implementation, IT Strategy, Requirements Analysis, IT Management, Microsoft Technologies, Leadership, Agile Methodologies, Consulting
Education
University of Arizona 1994 — 1998
BSBA, Management Information Systems, Operations Management
Torrey Pines 1991 — 1994
Torrey Pines 1991 — 1994
Simon Grajczak, CBAP Simon Grajczak, CBAP's Financial Services Company Experience September 2015 - Present
Job Controls Analyst at Financial Services Company
Industry Information Technology and Services
Experience
Financial Services Company September 2015 - Present
Collabera\ JPMorgan Chase June 2014 - Present
Xerox State & Local Solutions, Inc. November 2011 - March 2014
K-Force\JPMorgan Chase April 2011 - November 2011
Access Group May 2010 - January 2011
Blue Cross February 2008 - February 2010
Independence Blue Cross/MISI Consulting November 2006 - February 2008
Countrywide April 2002 - August 2006
K-Force\ Countrywide June 2001 - March 2002
American Title June 1997 - June 2001
Skills
Business Requirements, Visio, MS Project, SharePoint, Microsoft SQL Server, Windows Vista, Metrics, XP, Business Process Design, PowerPoint, Microsoft Word, Operating Models, Quality Assurance, Business Analysis, Windows XP
Education
University of Delaware 2011 — 2011
Business Analyst Certification
Devry University 2002 — 2006
Bachlers of Science Business Administration
Conejo Valley Adult 1999 — 2000
MCSE
Junior College 1997 — 1999
Moorpark College
Financial Services Company September 2015 - Present
Collabera\ JPMorgan Chase June 2014 - Present
Xerox State & Local Solutions, Inc. November 2011 - March 2014
K-Force\JPMorgan Chase April 2011 - November 2011
Access Group May 2010 - January 2011
Blue Cross February 2008 - February 2010
Independence Blue Cross/MISI Consulting November 2006 - February 2008
Countrywide April 2002 - August 2006
K-Force\ Countrywide June 2001 - March 2002
American Title June 1997 - June 2001
Skills
Business Requirements, Visio, MS Project, SharePoint, Microsoft SQL Server, Windows Vista, Metrics, XP, Business Process Design, PowerPoint, Microsoft Word, Operating Models, Quality Assurance, Business Analysis, Windows XP
Education
University of Delaware 2011 — 2011
Business Analyst Certification
Devry University 2002 — 2006
Bachlers of Science Business Administration
Conejo Valley Adult 1999 — 2000
MCSE
Junior College 1997 — 1999
Moorpark College
Sebastian Hayman Sebastian Hayman's Financial Services Company Experience September 2011 - Present
Job Proposal Writer, Technical Editor, Project Coordinator
Industry Financial Services
Experience
Financial services company September 2011 - Present
Denver Department of Human Services, City and County of Denver December 2007 - November 2009
Short Elliott Hendrickson Inc. June 2006 - January 2007
Policy Studies Inc. August 2000 - March 2006
College for Financial Planning September 1998 - August 2000
Skills
Editing, Technical Writing, Writing, Proposal Writing, Project Coordination, Policy Writing, Procedures Documentation, Course Material, Technical Communication, Marketing Communications, Investment Company..., Management, Web Content, Newsletters, Research, Strategic Planning
Education
University of East Anglia 1985 — 1988
Bachelor of Science (BS), Natural Resources Management and Policy/Economics
Financial services company September 2011 - Present
Denver Department of Human Services, City and County of Denver December 2007 - November 2009
Short Elliott Hendrickson Inc. June 2006 - January 2007
Policy Studies Inc. August 2000 - March 2006
College for Financial Planning September 1998 - August 2000
Skills
Editing, Technical Writing, Writing, Proposal Writing, Project Coordination, Policy Writing, Procedures Documentation, Course Material, Technical Communication, Marketing Communications, Investment Company..., Management, Web Content, Newsletters, Research, Strategic Planning
Education
University of East Anglia 1985 — 1988
Bachelor of Science (BS), Natural Resources Management and Policy/Economics
Jim Habig's Financial Services Company Experience April 1978 - Present
Job Space Planner, Design, Project Manager
Industry Facilities Services
Experience
Financial Services Company April 1978 - Present
JRH Planning & Design April 1975 - Present
Mark Kiddie & Associates 1975 - 1978
Skills
Interior Design, Space Planning, Construction Documents, Move Management, Photoshop, Floor Plans, Elevations, Furniture, AutoCAD, Finishes, Microsoft Office, FF&E, CAD, Facilities Management, Interiors, Construction Management, Facilities Planning, Space-planning, Submittals, Space planning, Real Estate, Leases, Contract Negotiation, Budgets, Project Management, Design Research, Renovation, Corporate Real Estate, Project Planning, Real Estate Development, Furnishings, Interior Architecture, Architecture, LEED, Sustainable Design, Architectures
Education
University of Cincinnati
BS, Interior Design
Financial Services Company April 1978 - Present
JRH Planning & Design April 1975 - Present
Mark Kiddie & Associates 1975 - 1978
Skills
Interior Design, Space Planning, Construction Documents, Move Management, Photoshop, Floor Plans, Elevations, Furniture, AutoCAD, Finishes, Microsoft Office, FF&E, CAD, Facilities Management, Interiors, Construction Management, Facilities Planning, Space-planning, Submittals, Space planning, Real Estate, Leases, Contract Negotiation, Budgets, Project Management, Design Research, Renovation, Corporate Real Estate, Project Planning, Real Estate Development, Furnishings, Interior Architecture, Architecture, LEED, Sustainable Design, Architectures
Education
University of Cincinnati
BS, Interior Design
Norika Rodriguez Norika Rodriguez's Financial Services Company Experience January 2011 - Present
Job IT Project Manager
Industry Financial Services
Experience
Financial Services Company January 2011 - Present
Arteaga & Arteaga April 1990 - August 1993
Skills
Banking, IT Management, Business Analysis, Project Management, Microsoft Office, PMO, IT Strategy, Requirements Analysis, Customer Service, Financial Analysis, Databases, Business Process..., Leadership
Education
Metropolitan University 2007 — 2010
Master, International Business
University of Puerto Rico 1983 — 1987
Bachellor, Business Administration
Financial Services Company January 2011 - Present
Arteaga & Arteaga April 1990 - August 1993
Skills
Banking, IT Management, Business Analysis, Project Management, Microsoft Office, PMO, IT Strategy, Requirements Analysis, Customer Service, Financial Analysis, Databases, Business Process..., Leadership
Education
Metropolitan University 2007 — 2010
Master, International Business
University of Puerto Rico 1983 — 1987
Bachellor, Business Administration
Alyssa Weeks Alyssa Weeks's Financial Services Company Experience August 2013 - Present
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Financial Services Company August 2013 - Present
History Colorado December 2011 - August 2013
Denver Scholarship Foundation July 2011 - November 2011
Turner PR January 2011 - April 2011
Bonfils Blood Center September 2010 - December 2010
Skills
Advertising, Blogging, Press Releases, Public Relations, Strategic Communications, Graphic Design, Adobe Creative Suite, WordPress, Project Management, Brand Management, Email Marketing Software, Email Newsletter Design, Event Planning, Internal Communications, Editing
Education
University of Denver 2007 — 2011
Bachelor of Arts, Strategic Communications and Spanish
Financial Services Company August 2013 - Present
History Colorado December 2011 - August 2013
Denver Scholarship Foundation July 2011 - November 2011
Turner PR January 2011 - April 2011
Bonfils Blood Center September 2010 - December 2010
Skills
Advertising, Blogging, Press Releases, Public Relations, Strategic Communications, Graphic Design, Adobe Creative Suite, WordPress, Project Management, Brand Management, Email Marketing Software, Email Newsletter Design, Event Planning, Internal Communications, Editing
Education
University of Denver 2007 — 2011
Bachelor of Arts, Strategic Communications and Spanish
Dana Kresojevich Dana Kresojevich's Financial Services Company Experience February 2010 - Present
Job Accounting Manager
Industry Financial Services
Experience
Financial Services Company February 2010 - Present
Skills
Excel, Word, Quickbooks, 10 Key
Education
The University of Akron 1979 — 1983
Bachelor's of Science, Accounting
Financial Services Company February 2010 - Present
Skills
Excel, Word, Quickbooks, 10 Key
Education
The University of Akron 1979 — 1983
Bachelor's of Science, Accounting
Dean Solomon Dean Solomon's Financial Services Company Experience February 2005 - Present
Job Senior Portfolio Analyst
Industry Financial Services
Experience
Financial Services Company February 2005 - Present
JNF January 2003 - January 2011
USC Marshall School of Business August 2009 - August 2010
Merrill Lynch August 2003 - November 2004
Skills
Financial Analysis, Fixed Income, Mutual Funds, Strategic Financial..., Finance, Competitive Analysis, Equities, ETFs, Investments, Portfolio Management, Industry Analysis, Leadership, Strategy, Financial Modeling, Financial Services, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business
University of California, Irvine 1998 — 2003
BS and BA, Mech Engineering and Honors Econ
Financial Services Company February 2005 - Present
JNF January 2003 - January 2011
USC Marshall School of Business August 2009 - August 2010
Merrill Lynch August 2003 - November 2004
Skills
Financial Analysis, Fixed Income, Mutual Funds, Strategic Financial..., Finance, Competitive Analysis, Equities, ETFs, Investments, Portfolio Management, Industry Analysis, Leadership, Strategy, Financial Modeling, Financial Services, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business
University of California, Irvine 1998 — 2003
BS and BA, Mech Engineering and Honors Econ
Chad Nichter Chad Nichter's Financial Services Company Experience March 2011 - Present
Job Sales Assistant at Financial Services Company
Industry Financial Services
Experience
Financial Services Company March 2011 - Present
Laurent's Landscaping June 2006 - August 2009
Tailor Maid, LLC September 2008 - December 2008
Education
Tri-State University 2006 — 2009
Bachelor of Science, Finance, Accounting
Financial Services Company March 2011 - Present
Laurent's Landscaping June 2006 - August 2009
Tailor Maid, LLC September 2008 - December 2008
Education
Tri-State University 2006 — 2009
Bachelor of Science, Finance, Accounting
Brian LaCarrubba Brian LaCarrubba's Financial Services Company Experience September 2008 - October 2014
Job Project Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Financial Services company September 2008 - October 2014
Financial Services company June 2004 - September 2008
Springboard Group May 2003 - May 2004
Prudential Financial May 2002 - November 2002
Prudential Financial April 1999 - May 2002
Skills
Process Improvement, Business Process..., Business Analysis, Management, Team Building, Business Intelligence, Customer Centric..., Project Management, Cross-functional Team..., Training, Business Process, Access
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Business Intelligence
Wesleyan University 1995 — 1999
B.A., Mathematics
EMPOWER Retirement October 2014 - Present
Financial Services company September 2008 - October 2014
Financial Services company June 2004 - September 2008
Springboard Group May 2003 - May 2004
Prudential Financial May 2002 - November 2002
Prudential Financial April 1999 - May 2002
Skills
Process Improvement, Business Process..., Business Analysis, Management, Team Building, Business Intelligence, Customer Centric..., Project Management, Cross-functional Team..., Training, Business Process, Access
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Business Intelligence
Wesleyan University 1995 — 1999
B.A., Mathematics
Shakeema Hughes's Financial Services Company Experience August 2006 - July 2010
Job Founder of She Evolve, Owner of Open An Online Boutique, Author, Personal and Professional Growth Advocate, and Blogger
Industry E-Learning
Experience
OpenAnOnlineBoutique.com January 2015 - Present
SheEvolve.com July 2014 - Present
Self Employed June 2007 - January 2015
Financial Services Company August 2006 - July 2010
Skills
Social Media Marketing, Small Business, Social Media, Coaching, Online Marketing, Team Building, Sales, Training, Personal Development, Entrepreneurship, Leadership, Marketing, Blogging, Lead Generation
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Finance, General
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Finance, General
OpenAnOnlineBoutique.com January 2015 - Present
SheEvolve.com July 2014 - Present
Self Employed June 2007 - January 2015
Financial Services Company August 2006 - July 2010
Skills
Social Media Marketing, Small Business, Social Media, Coaching, Online Marketing, Team Building, Sales, Training, Personal Development, Entrepreneurship, Leadership, Marketing, Blogging, Lead Generation
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Finance, General
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Sharon Comstock's Financial Services Company Experience August 2007 - May 2008
Job Manager at Gift Card Impressions, LLC
Industry Consumer Goods
Experience
Gift Card Impressions, LLC February 2012 - Present
Gift Packaging Products Company December 2008 - January 2012
Independent Consulting July 2008 - January 2012
Communications Company May 2008 - July 2008
Adams-Gabbert & Associates July 2000 - June 2008
Financial Services Company August 2007 - May 2008
Local Telecommunications Company 2006 - 2007
Financial Services Company 2005 - 2006
Telecommunications Company 2005 - 2006
Ernst & Young LLP January 1995 - July 2000
Skills
Telecommunications, Process Development, Professional Services, Field Training, Consumer Products, Shipping and Logistics, Bookkeeping, Human Resources, Logistics, Project Management, Strategy, Business Process, Business Process..., Process Simulation, Leadership, Management
Education
University of Kansas 1988 — 1992
Bachelor of Science (BS), Business Administration
Gift Card Impressions, LLC February 2012 - Present
Gift Packaging Products Company December 2008 - January 2012
Independent Consulting July 2008 - January 2012
Communications Company May 2008 - July 2008
Adams-Gabbert & Associates July 2000 - June 2008
Financial Services Company August 2007 - May 2008
Local Telecommunications Company 2006 - 2007
Financial Services Company 2005 - 2006
Telecommunications Company 2005 - 2006
Ernst & Young LLP January 1995 - July 2000
Skills
Telecommunications, Process Development, Professional Services, Field Training, Consumer Products, Shipping and Logistics, Bookkeeping, Human Resources, Logistics, Project Management, Strategy, Business Process, Business Process..., Process Simulation, Leadership, Management
Education
University of Kansas 1988 — 1992
Bachelor of Science (BS), Business Administration
Crystalann Keesecker Van Scoyk, PHR's Financial Services Company Experience August 2008 - Present
Job
Industry Financial Services
Experience
Financial Services Company August 2008 - Present
CORESTAFF Services February 2007 - August 2008
CORESTAFF Services February 2005 - February 2007
CORESTAFF Services November 2004 - January 2005
The Fresh Ideas Group 2003 - 2004
Skills
Applicant Tracking..., Employee Benefits, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Personnel Management, Recruiting, Talent Acquisition, Talent Management, Training, College Recruiting, Technical Recruiting, Temporary Placement
Education
University of Colorado Boulder 2000 — 2004
Bachelor’s Degree
Financial Services Company August 2008 - Present
CORESTAFF Services February 2007 - August 2008
CORESTAFF Services February 2005 - February 2007
CORESTAFF Services November 2004 - January 2005
The Fresh Ideas Group 2003 - 2004
Skills
Applicant Tracking..., Employee Benefits, Employee Relations, Human Resources, Interviews, Leadership, Onboarding, Personnel Management, Recruiting, Talent Acquisition, Talent Management, Training, College Recruiting, Technical Recruiting, Temporary Placement
Education
University of Colorado Boulder 2000 — 2004
Bachelor’s Degree
Vince LaPiana's Financial Services Company Experience June 1997 - November 2014
Job Cybersecurity Analyst at Carnegie Mellon U. Software Engineering Inst.
Industry Financial Services
Experience
CMU Software Engineering Institute 2015 - Present
US Army Reserve May 2000 - Present
Financial Services Company June 1997 - November 2014
Fannie Mae January 1987 - May 1997
Skills
Enterprise Architecture, SDLC, Unix, Requirements Analysis, Technical Leadership, Data Modeling, Data Warehousing, Software Project..., Integration, Agile Methodologies, ClearQuest, SOA, System Architecture, Business Analysis, Production Support, Solaris, Program Management, Information Security, Requirements Gathering, Oracle, WebLogic, Computer Security, Network Security
Education
The George Washington University 1995 — 2003
MS, Computer Science
Yale University 1983 — 1986
MPhil, Geology
Tufts University 1979 — 1983
Bachelor of Science (B.S.), Geology, Chemistry, German
SFS 1973 — 1979
H.S.
CMU Software Engineering Institute 2015 - Present
US Army Reserve May 2000 - Present
Financial Services Company June 1997 - November 2014
Fannie Mae January 1987 - May 1997
Skills
Enterprise Architecture, SDLC, Unix, Requirements Analysis, Technical Leadership, Data Modeling, Data Warehousing, Software Project..., Integration, Agile Methodologies, ClearQuest, SOA, System Architecture, Business Analysis, Production Support, Solaris, Program Management, Information Security, Requirements Gathering, Oracle, WebLogic, Computer Security, Network Security
Education
The George Washington University 1995 — 2003
MS, Computer Science
Yale University 1983 — 1986
MPhil, Geology
Tufts University 1979 — 1983
Bachelor of Science (B.S.), Geology, Chemistry, German
SFS 1973 — 1979
H.S.
Alynn Eubanks's Financial Services Company Experience 2000 - Present
Job Advisory Services
Industry Financial Services
Experience
Financial Services Company 2000 - Present
Education
The University of Texas at Dallas 1997 — 2005
Financial Services Company 2000 - Present
Education
The University of Texas at Dallas 1997 — 2005
Tracey Van Boxel/MARTIN (brittain01@aol.com)'s Financial Services Company Experience November 2007 - Present
Job Lead at Edelman Financial Services
Industry Financial Services
Experience
Financial Services Company November 2007 - Present
State Farm Insurance 2000 - 2011
Wachovia March 2007 - November 2007
Wachovia May 2005 - February 2007
Wachovia July 2000 - April 2005
Key Clearing 1996 - 2000
Skills
Process Improvement, Team Leadership, Business Process..., Risk Management, Analysis, Management, Software Documentation, Training, Project Management, Financial Services, Strategy, Business Analysis, PMP, Integration
Education
University of Richmond 2005 — 2006
Securities Regulation
Financial Services Company November 2007 - Present
State Farm Insurance 2000 - 2011
Wachovia March 2007 - November 2007
Wachovia May 2005 - February 2007
Wachovia July 2000 - April 2005
Key Clearing 1996 - 2000
Skills
Process Improvement, Team Leadership, Business Process..., Risk Management, Analysis, Management, Software Documentation, Training, Project Management, Financial Services, Strategy, Business Analysis, PMP, Integration
Education
University of Richmond 2005 — 2006
Securities Regulation
Sandy Aldrich's Financial Services Company Experience May 2005 - Present
Job Customer Relations, Financial Services Company
Industry Financial Services
Experience
Financial Services Company May 2005 - Present
Financial Services Company May 2005 - August 2012
ING 1992 - 2005
Education
The University of Georgia 1986 — 1991
Bachelor of Business Administration (BBA)
Financial Services Company May 2005 - Present
Financial Services Company May 2005 - August 2012
ING 1992 - 2005
Education
The University of Georgia 1986 — 1991
Bachelor of Business Administration (BBA)
Loida Abraham's Financial Services Company Experience 1986 - 2007
Job Experienced Senior Insurance Executive
Industry Insurance
Experience
swissre May 2007 - Present
Financial Services Company 1986 - 2007
Education
University of Michigan 1978 — 1979
MS, Actuarial Mathematics
swissre May 2007 - Present
Financial Services Company 1986 - 2007
Education
University of Michigan 1978 — 1979
MS, Actuarial Mathematics
Erica Boyle's Financial Services Company Experience 2005 - Present
Job Sr. Manager, IT Security, Risk & Compliance at Financial Svcs Company
Industry Computer & Network Security
Experience
Financial Services Company 2005 - Present
Great-West Life & Annuity July 2002 - July 2005
KPMG July 1999 - July 2002
Ernst & Young June 1997 - June 1999
KPMG August 1994 - May 1997
Skills
IT Audit, Compliance, Security, Internal Audit, Accounting, Risk Mitigation, SOX, Risk Assessment, Enterprise Risk..., Auditing, Information Security..., IT Governance, Risk, Audit, Internal Controls, HIPAA, ITIL, Business Process, Risk Management, CISA, Application Security, Management, PCI DSS, Vulnerability Assessment, Information Security, Business Continuity, ISO 27001, Sarbanes-Oxley Act
Education
University of Colorado Denver 2002 — 2007
M.S., Information Systems
University of Southern Indiana 1991 — 1994
BS, Accounting
Financial Services Company 2005 - Present
Great-West Life & Annuity July 2002 - July 2005
KPMG July 1999 - July 2002
Ernst & Young June 1997 - June 1999
KPMG August 1994 - May 1997
Skills
IT Audit, Compliance, Security, Internal Audit, Accounting, Risk Mitigation, SOX, Risk Assessment, Enterprise Risk..., Auditing, Information Security..., IT Governance, Risk, Audit, Internal Controls, HIPAA, ITIL, Business Process, Risk Management, CISA, Application Security, Management, PCI DSS, Vulnerability Assessment, Information Security, Business Continuity, ISO 27001, Sarbanes-Oxley Act
Education
University of Colorado Denver 2002 — 2007
M.S., Information Systems
University of Southern Indiana 1991 — 1994
BS, Accounting
Tami Paterson's Financial Services Company Experience May 2004 - April 2012
Job Manager, Digital Marketing at Tuesday Morning
Industry Financial Services
Experience
Tuesday Morning February 2014 - Present
Tuesday Morning April 2012 - Present
Financial Services Company May 2004 - April 2012
TELUS June 1991 - August 2000
Skills
Graphic Design, Adobe Creative Suite, Web Design, Photoshop, InDesign, Illustrator, Dreamweaver, HTML, CSS, Event Planning, Brand Development, Email Marketing, Social Networking, Online Marketing, Social Media, Corporate Branding, Online Advertising, Creative Direction, Social Media Marketing, Marketing Communications, Website Development, Copywriting, Logo Design, Advertising, Direct Mail, Digital Marketing, Direct Marketing
Education
University of British Columbia 1988 — 1992
BCOM, Marketing
Merritt Secondary
Tuesday Morning February 2014 - Present
Tuesday Morning April 2012 - Present
Financial Services Company May 2004 - April 2012
TELUS June 1991 - August 2000
Skills
Graphic Design, Adobe Creative Suite, Web Design, Photoshop, InDesign, Illustrator, Dreamweaver, HTML, CSS, Event Planning, Brand Development, Email Marketing, Social Networking, Online Marketing, Social Media, Corporate Branding, Online Advertising, Creative Direction, Social Media Marketing, Marketing Communications, Website Development, Copywriting, Logo Design, Advertising, Direct Mail, Digital Marketing, Direct Marketing
Education
University of British Columbia 1988 — 1992
BCOM, Marketing
Merritt Secondary
Pat Combs's Financial Services Company Experience September 2006 - January 2014
Job Vice President, Regional Trust Officer at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Financial Services Company September 2006 - January 2014
Skills
Mutual Funds, Wealth Management, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Investments, Series 6, Strategic Financial..., Financial Services, Securities, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Investment Advisory, Insurance, Portfolio Management, IRAs, Life Insurance, Asset Management, Public Speaking, Sales
Education
University of Nebraska at Kearney
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Finance, General
Financial Services Company September 2006 - January 2014
Skills
Mutual Funds, Wealth Management, Series 7, Retirement Planning, Series 63, Fixed Annuities, Retirement, Investments, Series 6, Strategic Financial..., Financial Services, Securities, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Investment Advisory, Insurance, Portfolio Management, IRAs, Life Insurance, Asset Management, Public Speaking, Sales
Education
University of Nebraska at Kearney
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Finance, General
Nataliya Boxberger, MBA, MPA, CPA's Financial Services Company Experience March 2007 - May 2008
Job Senior Accountant
Industry Accounting
Experience
Oil and Gas Refining and Marketing Company October 2012 - Present
a Goldman Sachs company July 2009 - November 2012
Financial Services Company March 2007 - May 2008
Skills
Microsoft Excel, Internal Controls, Internal Audit, Finance, Budgets, Auditing, Accounting, Human Resources, Financial Reporting, Financial Analysis, Management, Analysis, Financial Accounting, Sarbanes-Oxley Act, Forecasting
Education
Nationally Recognized University 2008 — 2009
MPA, Accounting
Nationally Recognized University 2006 — 2008
MBA, Finance
Oil and Gas Refining and Marketing Company October 2012 - Present
a Goldman Sachs company July 2009 - November 2012
Financial Services Company March 2007 - May 2008
Skills
Microsoft Excel, Internal Controls, Internal Audit, Finance, Budgets, Auditing, Accounting, Human Resources, Financial Reporting, Financial Analysis, Management, Analysis, Financial Accounting, Sarbanes-Oxley Act, Forecasting
Education
Nationally Recognized University 2008 — 2009
MPA, Accounting
Nationally Recognized University 2006 — 2008
MBA, Finance
Zach Leeds - zachleeds@me.com's Financial Services Company Experience May 2009 - July 2009
Job Investor/Day Trader at Leeds Financial
Industry Financial Services
Experience
Leeds Financial 2012 - Present
Charles Schwab November 2009 - April 2012
American Express July 2009 - November 2009
Financial Services Company May 2009 - July 2009
Charles Schwab February 2006 - February 2009
The College of Wooster August 2003 - May 2005
Skills
Technical Support, Microsoft Office, Leadership, Training, Risk Management, Management, Project Management, Quality Assurance, Investments, Financial Services, Finance, Access, Customer Service, Analysis, SQL, Series 7, Series 63
Education
Charles Schwab 2006 — 2008
CE, Finance
The College of Wooster 2001 — 2005
B.A., Computer Science
Leeds Financial 2012 - Present
Charles Schwab November 2009 - April 2012
American Express July 2009 - November 2009
Financial Services Company May 2009 - July 2009
Charles Schwab February 2006 - February 2009
The College of Wooster August 2003 - May 2005
Skills
Technical Support, Microsoft Office, Leadership, Training, Risk Management, Management, Project Management, Quality Assurance, Investments, Financial Services, Finance, Access, Customer Service, Analysis, SQL, Series 7, Series 63
Education
Charles Schwab 2006 — 2008
CE, Finance
The College of Wooster 2001 — 2005
B.A., Computer Science
Diarvonda Ransom's Financial Services Company Experience November 2013 - Present
Job Licensed BrokerDealer / Financial Services Professional
Industry Financial Services
Experience
Financial Services Company November 2013 - Present
Brokerage firm December 2005 - November 2013
Brokerage firm June 1999 - December 2005
Skills
FINRA Series 7, Series 24, FINRA Series 63, FINRA Series 99, Microsoft Excel, Securities, Microsoft Word, Financial Risk, Series 7, Customer Service, Financial Services, Microsoft Office, Series 63
Education
The University of Texas at Arlington 2005 — 2010
Bachelor of Business Administration, Management; 2010
Financial Services Company November 2013 - Present
Brokerage firm December 2005 - November 2013
Brokerage firm June 1999 - December 2005
Skills
FINRA Series 7, Series 24, FINRA Series 63, FINRA Series 99, Microsoft Excel, Securities, Microsoft Word, Financial Risk, Series 7, Customer Service, Financial Services, Microsoft Office, Series 63
Education
The University of Texas at Arlington 2005 — 2010
Bachelor of Business Administration, Management; 2010
Carrie Classen's Financial Services Company Experience May 2011 - June 2013
Job Executive Assistant at Horizon Community Church
Industry Financial Services
Experience
Horizon Community Church June 2013 - Present
Financial Services Company May 2011 - June 2013
ComStock Advisors October 2008 - May 2011
Education
University of Cincinnati
Associate, Business Management
Horizon Community Church June 2013 - Present
Financial Services Company May 2011 - June 2013
ComStock Advisors October 2008 - May 2011
Education
University of Cincinnati
Associate, Business Management
DeAnna Hemmings's Financial Services Company Experience July 2007 - Present
Job Creative Director at Financial Services Company
Industry Marketing and Advertising
Experience
Financial Services Company July 2007 - Present
Karsh & Hagan Advertising 2006 - 2007
McClain Finlon Advertising 2002 - 2006
Thomas & Perkins Advertising 1994 - 2002
Skills
Creative Strategy, Creative Direction, Copywriting, Outdoor Advertising, Integrated Marketing, Concept Development, Strategic Concept..., Marketing Strategy, Interactive Marketing, Brand Development, Digital Marketing, Direct Mail, Advertising, Corporate Branding, Corporate Identity, Branding & Identity, Creative Briefs, Email Marketing, Brand Management, Marketing, Online Marketing, Digital Strategy
Education
University of Denver
BSBA, Marketing/Advertising/Management
Financial Services Company July 2007 - Present
Karsh & Hagan Advertising 2006 - 2007
McClain Finlon Advertising 2002 - 2006
Thomas & Perkins Advertising 1994 - 2002
Skills
Creative Strategy, Creative Direction, Copywriting, Outdoor Advertising, Integrated Marketing, Concept Development, Strategic Concept..., Marketing Strategy, Interactive Marketing, Brand Development, Digital Marketing, Direct Mail, Advertising, Corporate Branding, Corporate Identity, Branding & Identity, Creative Briefs, Email Marketing, Brand Management, Marketing, Online Marketing, Digital Strategy
Education
University of Denver
BSBA, Marketing/Advertising/Management
Emily Thomason's Financial Services Company Experience August 2014 - Present
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Financial Services Company August 2014 - Present
Terracon Consultants, Inc. February 2012 - August 2014
Weaver Architects September 2010 - November 2011
Linville Law Firm, PLLC August 2008 - September 2010
Idaho Idea Network of Biomedical Research Excellence (INBRE) 2007 - 2007
Scripps Howard Multicultural Journalism Workshop 2007 - 2007
Skills
Proposal Writing, Editing, Marketing, Marketing Communications, Public Relations, Technical Writing, Social Media, Marketing Strategy, Adobe Creative Suite, Strategic Communications, Creative Writing, Newsletters, Project Management, Business Development, Press Releases, Event Planning, Marketing Research, Microsoft Office, Marketing Management
Education
University of Idaho 2003 — 2007
Bachelor of Science (B.S.), Journalism
Financial Services Company August 2014 - Present
Terracon Consultants, Inc. February 2012 - August 2014
Weaver Architects September 2010 - November 2011
Linville Law Firm, PLLC August 2008 - September 2010
Idaho Idea Network of Biomedical Research Excellence (INBRE) 2007 - 2007
Scripps Howard Multicultural Journalism Workshop 2007 - 2007
Skills
Proposal Writing, Editing, Marketing, Marketing Communications, Public Relations, Technical Writing, Social Media, Marketing Strategy, Adobe Creative Suite, Strategic Communications, Creative Writing, Newsletters, Project Management, Business Development, Press Releases, Event Planning, Marketing Research, Microsoft Office, Marketing Management
Education
University of Idaho 2003 — 2007
Bachelor of Science (B.S.), Journalism
John Sheehan, CFA's Financial Services Company Experience March 2009 - Present
Job Research analyst at A financial services company
Industry Financial Services
Experience
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984
Financial services company March 2009 - Present
Asset Consulting Group December 2007 - March 2009
A.G. Edwards March 1997 - November 2007
Skills
Investments, Equities
Education
University of Missouri-Columbia 1990 — 1991
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Webster groves high school 1980 — 1984