Financial Services Firm

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

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

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64 Financial Services Firm employees in database. Find out everything there's to know about Financial Services Firm 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 Firm Employees

Employee
Years
Job
Industry
Ken Kaneko Ken Kaneko Greater New York City Area Details
Ken Kaneko's Financial Services Firm Experience June 2015 - Present
Job Counterparty Credit Analyst
Industry Financial Services
Experience
Financial Services Firm   June 2015 - Present
M&T Bank  July 2012 - June 2015
M&T Bank  July 2012 - July 2013
myYearbook.com (now meetme.com)   June 2011 - August 2011
Kaneko Architects, P.C.   May 2009 - September 2010
Sony Music Entertainment - Columbia Records  May 2008 - May 2008

Skills
Counterparty Credit..., Fundamental Analysis, Fixed Income Analysis, Equity Research, Financial Institutions, Business Analysis, Data Visualization, Graphic Design, Valuation, Financial Modeling, Broker-Dealer, Structured Finance, Microsoft Office, Bloomberg, SNL, Intex, Illustrator, InDesign, Process Improvement, Fixed Income, Credit Risk, Capital Markets, Financial Analysis, Risk Management

Education
Princeton University   2008 — 2012
A.B.

Greenwich High School

Greenwich High School

Fred Wagstaff Fred Wagstaff Birmingham, Alabama Area Details
Fred Wagstaff's Financial Services Firm Experience November 2002 - Present
Job Chief Financial Officer and Director of Regulatory Reporting
Industry Financial Services
Experience
Financial Services Firm   November 2002 - Present

Skills
Financial Reporting, Managerial Finance, Due Diligence, Financial Analysis, Accounting, Financial Modeling, Financial Services, Treasury Management, Equities, Internal Controls, Cash Management, Capital Markets, Securities, Investment Banking, Risk Management, Banking, SEC filings

Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Accounting

Melaney Mitchell Melaney Mitchell Kansas City, Missouri Details
Melaney Mitchell's Financial Services Firm Experience January 2013 - Present
Job Visual Arts Professsional
Industry Fine Art
Experience
Nordstrom  November 2014 - Present
Subterranean Gallery   August 2013 - Present
Informality Blog   June 2013 - Present
Financial Services Firm   January 2013 - Present
The Nelson-Atkins Museum of Art  February 2014 - November 2014
The Nelson-Atkins Museum of Art  October 2013 - November 2014
Kansas City Art Institute School for Continuing and Professional Studies.   June 2013 - November 2014
The Nelson-Atkins Museum of Art  August 2013 - May 2014
Urban Outfitters  September 2009 - November 2013
Kansas City Art Institute Painting Department   January 2013 - May 2013

Skills
Social Media, Blogging, Marketing, Teaching, Teen Programming, curation, Digital Curation, critical writing, writing, Tumblr, Arts Journalism, Retail Sales, Curating, Art, Printmaking, Art History

Education
Kansas City Art Institute   2009 — 2013
Bachelor of Fine Arts (B.F.A.), Painting

Grant Cox Grant Cox Fresno, California Details
Grant Cox's Financial Services Firm Experience January 2012 - Present
Job Helping Dads Become Heroes in their Homes
Industry Financial Services
Experience
FierceDad.com   July 2014 - Present
Financial Services Firm   January 2012 - Present
Sacramento Non-Profit Organization   June 2006 - December 2011
Grant Cox Design   2006 - 2011
Fresno Non-Profit Organization   July 2003 - June 2006
Gottschalks  March 2002 - June 2003

Skills
Public Relations, Marketing Communications, Social Media, Event Planning, Public Speaking, Event Management, Strategic Communications, Advertising, Editing, Graphic Design, Content Development, Press Releases, Community Outreach, Non-profits, Volunteer Management

Education
California State University, Fresno
Bachelor of Arts (B.A.), Mass Communication & Journalism

Arizona State University
Walter Cronkite School of Mass Communication & Journalism

Ben Dahl Ben Dahl Greater Chicago Area Details
Ben Dahl's Financial Services Firm Experience June 2008 - February 2014
Job Founder at BRZN
Industry Design
Experience
BRZN   September 2011 - Present
Cool Material   October 2009 - Present
Style Villain   August 2010 - Present
Financial Services Firm   June 2008 - February 2014
Lost In Concert   June 2010 - January 2013
Butler International  January 2008 - August 2009
Micro Center  November 2005 - January 2007
Micro Center  December 2004 - November 2005

Skills
Security, Networking, SEO, Management, Windows Server, Troubleshooting, Leadership, Blogging, Databases, WordPress, Analysis, MySQL

Education
DePaul University   2008 — 2009
B.S., Information Systems, Security

College of DuPage   2006 — 2008

Ben Tupman Ben Tupman Greater Minneapolis-St. Paul Area Details
Ben Tupman's Financial Services Firm Experience September 2013 - October 2013
Job Marketing Intern at PROP People Reaching Out to People and Sales & Marketing Intern at MSP Magazine
Industry Marketing and Advertising
Experience
Eden Prairie Schools  August 2015 - Present
Mpls.St.Paul Magazine   February 2015 - Present
PROP (People Reaching Out to People)   January 2015 - Present
Financial Services Firm   September 2013 - October 2013
Omaha Convention and Visitors Bureau  May 2013 - August 2013
Omaha Storm Chasers  January 2011 - May 2013
Cyclones.com   August 2010 - December 2010
ESPNU  September 2010 - September 2010
Iowa Cubs  March 2010 - September 2010
City of Minneapolis  May 2007 - August 2009

Skills
Photoshop, Illustrator, InDesign, Final Cut Pro, Premiere, After Effects, Maya, HTML, Ap Style, Email Marketing, Videography, Logo Design, Multimedia, Social Networking, Social Media Marketing, Graphic Design, Facebook, Mac, Video Editing, Adobe Creative Suite, Editing, Video Production, Broadcast, Advertising, Social Media, AP Style

Education
Iowa State University   2006 — 2010
BA, Journalism & Mass Communication

Eden Prairie   2002 — 2006
Graduated High School, Math, Science, English, Spanish, Broadcast Journalism, Social Studies

Alexandra Mortenson Alexandra Mortenson Atlanta, Georgia Details
Alexandra Mortenson's Financial Services Firm Experience December 2013 - November 2014
Job Project Manager
Industry Information Technology and Services
Experience
ExamWorks  December 2014 - Present
Financial Services Firm   December 2013 - November 2014
Atlanta Home Completion   January 2012 - August 2013
KIRSCHNER & ASSOCIATES, P.C   December 2008 - September 2011
Luxottica Retail North America  June 2008 - December 2008
Sue2, Inc. (Studio Hair Salon)   August 2002 - February 2008
LaserLife, Inc.   January 2006 - January 2007

Skills
PowerPoint, QuickBooks, Microsoft Word, System Administration, Invoicing, Customer Service, Accounts Receivable, Spreadsheets, Data Entry, Bookkeeping, Accounts Payable, Office Management, Outlook, Assisting Executives, Lease Administration, Payroll, Collections, Customer Support, Manage Client..., Microsoft Office, Microsoft Excel, Budgets, Customer Satisfaction, Management

Education
Kennesaw State University - Michael J. Coles College of Business   2002 — 2007
Bachelor of Science (BS)

Rebecca Watkins Rebecca Watkins Atlanta, Georgia Details
Rebecca Watkins's Financial Services Firm Experience March 2014 - Present
Job Marketing Associate, Traffic Specialist
Industry Financial Services
Experience
Financial Services Firm   March 2014 - Present
Affinity Bank  September 2010 - March 2014
Benson Media   May 2008 - September 2010

Skills
InDesign, Photoshop, Microsoft Office, Constant Contact, Event Planning, Email Marketing, Direct Marketing, Marketing, Advertising, Online Advertising, Social Media, Market Research, Newsletters, Trade Shows, Press Releases

Education
Reinhardt College   2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Harpreet Johal Harpreet Johal Raleigh, North Carolina Details
Harpreet Johal's Financial Services Firm Experience April 2015 - July 2015
Job Recruiter at TEKsystems
Industry Higher Education
Experience
TEKsystems  August 2015 - Present
Financial Services Firm   April 2015 - July 2015

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, Time Management, Customer Service, Social Media, Marketing Research, Interpersonal...

Education
North Carolina State University   2011 — 2015
Bachelor’s Degree, Business Administration and Management, Marketing

Kenneth Klabunde Kenneth Klabunde Indianapolis, Indiana Area Details
Kenneth Klabunde's Financial Services Firm Experience January 1997 - September 2001
Job
Industry Financial Services
Experience
Precedent Asset Management   November 2013 - Present
XY Planning Network   April 2014 - Present
Financial Planning Association  January 2002 - Present
Financial Planning and Investment Advisory Firm   September 2001 - November 2013
Financial Services Firm   January 1997 - September 2001

Skills
Personal Financial..., Investment Management, Personal Finance, Estate Planning, Goal Setting, Retirement Planning, Employee Benefits, Special Needs, Elder Care, Institutional Consulting, Investments, Portfolio Management, Mutual Funds, 401k, Wealth Management, Retirement, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Finance, Pensions, Asset Management, Retirement Plan..., Wealth Management...

Education
College for Financial Planning   2004 — 2005
Master of Science, Personal Financial Planning

Taylor University   1993 — 1997
Bachelor of Science, Business Systems & Finance

Demrie Henry Demrie Henry Dallas/Fort Worth Area Details
Demrie Henry's Financial Services Firm Experience July 2008 - April 2010
Job Director of Sales at Tax Law Solutions
Industry Management Consulting
Experience
Tax Law Solutions   September 2014 - Present
The Center for Sales Strategy  July 2011 - August 2014
Independent Marketing Consultant  May 2010 - June 2011
Financial Services Firm   July 2008 - April 2010
CBS Radio-Dallas  November 2006 - July 2008
98.7 KLUV   November 2005 - November 2006
98.7 KLUV   January 2005 - November 2005
Susquehanna Radio  2001 - 2003
Sports Radio 1310, The Ticket   May 1998 - November 2001

Skills
Business Strategy, Strategic Planning, Marketing Strategy, Sales Operations, Strategic Partnerships, Sales Strategy, B2B Sales, Negotiation, New Business Development, Sales Process, Management, Sales Management, Brand Management, People Management

Education
University of Oklahoma - Price College of Business   1992 — 1996
Business, Marketing

McCullough High School   1988 — 1992

Joseph Fincher Joseph Fincher Saint Louis, Missouri Details
Joseph Fincher's Financial Services Firm Experience October 2013 - Present
Job Analyst at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   October 2013 - Present
Scottrade® Advisor Services  April 2012 - September 2013
Scottrade® Advisor Services  May 2011 - March 2012
Scottrade® Advisor Services  November 2009 - May 2011
Heartland Bank  January 2009 - December 2009

Skills
Series 63, Business Strategy, Business Development, Strategic Partnerships, Public Speaking, Marketing, Customer Service, Recruiting, Custodians, RIA, Building Relationships, Strategic Communications, Series 65, Microsoft Office, Financial Services, Investments

Education
Washington University in St. Louis   2014 — 2017
Master of Business Administration (MBA), MBA candidate

Lindenwood University   2007 — 2011
Bachelor of Arts (BA), Finance, 3.9 GPA

Qiqi (Sarah) Yang Qiqi (Sarah) Yang Greater Philadelphia Area Details
Qiqi (Sarah) Yang's Financial Services Firm Experience June 2014 - October 2014
Job Data Analyst Volunteer at American Red Cross
Industry Financial Services
Experience
American Red Cross  June 2014 - Present
Financial Services firm   June 2014 - October 2014
Lighthouse Planning Consultants - Lincoln Financial Group   January 2014 - May 2014
TAI FENG XIN SHENG INVESTMENT CONSULTANT CO.LTD   October 2012 - November 2012
RSM International  December 2011 - January 2012
BDO - international  June 2011 - July 2011
New Oriental Education & Technology Group (NYSE:EDU)   July 2010 - May 2011

Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Mandarin, Statistics, Bloomberg, Microsoft Word, Research, Finance, Bloomberg Terminal, Teamwork, Chinese, Matlab, Financial Analysis, English, Risk Management, Management, Morningstar, eMoney, SQL, MS Excel Pivot Tables, R, SAS Programming, Financial Modeling, Access

Education
Temple University - Fox School of Business and Management   2013 — 2015
Master's degree, Finance, General, 3.94/4.0

China Agricultural University   2009 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.68/4.0

Susan Magnuson Susan Magnuson Burlington, Vermont Area Details
Susan Magnuson's Financial Services Firm Experience December 2013 - February 2015
Job Office Administrator at VIS Construction Consultants
Industry Executive Office
Experience
VIS Construction Consultants   April 2015 - Present
Financial Services Firm   December 2013 - February 2015
Water-Tite   January 2013 - July 2013
Warwick Valley Church of the Nazarene   December 2008 - July 2013
Baldino & Perry Associates, Inc.   September 2009 - August 2012
Citizens Bank  March 2005 - December 2005
Home Instead Senior Care  2004 - 2005

Skills
Microsoft Office, Event Planning, Nonprofits, Public Speaking, Community Outreach, Customer Service, Teaching, Social Networking, Microsoft Word, Volunteer Management, Fundraising, Microsoft Excel, PowerPoint, Editing, Outlook, Organizational..., Organizational and...

Education
Eastern Nazarene College   2001 — 2004
BA, Music

Matt Cooper Matt Cooper Orange County, California Area Details
Matt Cooper's Financial Services Firm Experience March 1989 - December 2001
Job President, Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Alliance for RIAs   2012 - Present
Beacon Pointe Wealth Advisors  March 2002 - Present
Beacon Pointe Advisors  March 2002 - Present
Financial Services Firm   March 1989 - December 2001

Education
University of Southern California   1986 — 1988
BS, Finance

Jennifer S. (Tetefsky) Bankston Jennifer S. (Tetefsky) Bankston Austin, Texas Area Details
Jennifer S. (Tetefsky) Bankston's Financial Services Firm Experience 2014 - 2014
Job Chief Business Development and Marketing Officer at McGinnis Lochridge
Industry Management Consulting
Experience
McGinnis Lochridge  August 2015 - Present
Embarcadero Technologies  2015 - 2015
Financial Services Firm   2014 - 2014
Austin AMA  2013 - 2014
Labaton Sucharow LLP  December 2003 - June 2013
Tefen  January 2003 - December 2003
Deltathree  November 2000 - November 2001
Deloitte Consulting  November 1998 - November 2000
U.S. Department of Commerce   1997 - 1997
Office of Zachary Fisher, Fisher Brothers   1993 - 1996

Skills
Marketing Communications, Marketing, Public Relations, Strategic Planning, Event Management, Strategic Communications, Editing, Competitive Analysis, New Business Development, Lead Generation, Digital Marketing, Online Marketing, Social Media Marketing, Market Analysis, International Marketing, International Business..., Proposal Writing, Branding & Identity, Business Strategy, Market Research, Media Relations, Strategy, Investor Relations, International Project..., Global Business..., E-commerce, International..., Product Marketing, Marketing Strategy

Education
Harvard Business School, Harvard University
Coursework, Marketing and Communications

Newcomb College, Tulane University
B.A., International Relations

Tufts University - The Fletcher School of Law and Diplomacy
Master of Arts degree (MALD), International Business and Management

Nicole Huau Nicole Huau Tampa, Florida Details
Nicole Huau's Financial Services Firm Experience May 2012 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
Financial Services Firm   May 2012 - Present
JPMorgan Chase  August 2010 - April 2012
Morgan Stanley Smith Barney  September 2008 - August 2010
Merrill Lynch  March 2006 - September 2008
US Advisors, LLC   August 2005 - March 2006
John Hancock  March 2003 - August 2005
John Hancock  August 2000 - March 2003
John Hancock  November 1999 - August 2000

Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing

Education
The George Washington University   1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)

Florida State University   1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)

Tomas M. Castrejon Tomas M. Castrejon Greater Los Angeles Area Details
Tomas M. Castrejon's Financial Services Firm Experience September 2014 - Present
Job SVP Global Incident Management at Financial Services Firm
Industry Computer & Network Security
Experience
Financial Services Firm   September 2014 - Present
PwC  June 2011 - September 2014
General Dynamics Advanced Information Systems  December 2009 - June 2011
Deloitte Financial Advisory Services LLP  January 2005 - December 2009
Digital Disclosure, Inc.   April 2003 - January 2005
Deloitte Financial Advisory Services LLP  May 2001 - April 2003

Skills
Computer Forensics, EnCase, Forensic Analysis, Digital Forensics, Enforcement, Leadership, Litigation Support, Team Building, Information Security..., Information Security, IT Audit, Enterprise Risk..., Risk Assessment, Vulnerability Assessment, Computer Security, Penetration Testing, Management, PCI DSS, Security, Fraud, Risk Management, Network Security, Law Enforcement, Cybercrime, FTK, Private Investigations, Data Privacy, Analysis

Education
Champlain College   2009 — 2012
M.S., Digital Forensic Management

Southern Illinois University, Carbondale
BS, WED

Nick Haley Nick Haley Toronto, Canada Area Details
Nick Haley's Financial Services Firm Experience 2002 - 2008
Job Sales Management Advisor and Coach
Industry Professional Training & Coaching
Experience
LCCI Inc.   September 2010 - Present
Liquid Capital Commerce   2004 - 2009
financial services firm   2002 - 2008
Ivara Corp   2003 - 2006
Marcam  1999 - 2004
Oracle Corporation  1998 - 2001

Skills
Sales Management, Negotiation, Sales, Marketing, Solution Selling, New Business Development, Team Building, Team Leadership, Account Management, Enterprise Software, Salesforce.com, SaaS, Direct Sales, Finacial Management, Financial Accounting, People Development, CRM, B2B

Education
Florida Atlantic University   1968 — 1972
B.B.A., business - majors in finance & marketing

Fort Lauderdale High   1964 — 1967

Hal Schneider Hal Schneider Greater Atlanta Area Details
Hal Schneider's Financial Services Firm Experience March 2011 - Present
Job Creative Designer with Diverse Solutions
Industry Design
Experience
Financial Services Firm   March 2011 - Present
Hal Schneider Design   January 2002 - March 2014
Creaxion  May 2008 - December 2010
HoneyBaked Ham  September 2004 - May 2008
Pentagram  June 2002 - September 2002
INVESCO  April 1998 - August 2000

Skills
Adobe Creative Suite, Advertising, Graphic Design, Logo Design, Campaign Strategies, Digital Marketing, Email Marketing, Marketing Strategy, Brand Developement, Brand Development, Microsoft Office, Creative Direction, Exhibit Design, Direct Mail, Graphics, Online Advertising, Integrated Marketing, Brochures, Typography, Layout, Marketing, Collateral, Corporate Identity, Art Direction, Branding & Identity, InDesign, Illustrator, Creative Strategy, Direct Marketing

Education
Portfolio Center   2000 — 2002
Graphic Design

University of Florida   1991 — 1996
B.S. in Business Administration, Finance

Dunwoody high school   1987 — 1991

David Witt David Witt New York, New York Details
David Witt's Financial Services Firm Experience October 2011 - Present
Job Technology Professional
Industry Financial Services
Experience
Financial Services Firm   October 2011 - Present
Goldman Sachs  April 2008 - October 2011
Goldman Sachs  November 2000 - April 2008
Spear, Leeds, and Kellogg   1997 - 2000
Legal Aid Society  1996 - 1997
Jennifer Convertibles  1994 - 1996
Curtains and Home   1992 - 1994

Skills
Program Management, Information Security, Technical Architecture, Trading Systems, Solaris, Unix, ITIL, Data Center, Linux, Software Development, Business Analysis, Infrastructure, Information Technology, IT Management, Strategy, Security, Sybase, System Administration, Perl, Databases, Enterprise Architecture, Management, Disaster Recovery

Education
Hofstra University
Bachelor of Science, Computer Science

Hofstra University
Master of Science, Computer Science

Hofstra University
MBA, Finance

Ronnie Rushing Ronnie Rushing Dallas/Fort Worth Area Details
Ronnie Rushing's Financial Services Firm Experience April 2009 - August 2015
Job Managing Partner
Industry Financial Services
Experience
Rushing Scott Wealth Management   August 2015 - Present
Financial Services Firm   April 2009 - August 2015
Smith Barney  September 2000 - April 2009
Central and South West Corporation  March 1989 - September 2000
KPMG Audit  August 1987 - March 1989

Skills
Retirement Planning, Investments, Wealth Management, Finance, Financial Advisory, Wealth Management..., Financial Planning, Asset Allocation, Fixed Income, Certified Financial..., Financial Analysis, Investment Management, Personal Financial..., Mutual Funds, Risk Management, Strategic Planning, Stocks, Series 7, College Education..., Cash Flow, Income Protection

Education
Texas A&M University-Commerce   1992 — 1994
MBA, Finance

Angelo State University   1985 — 1987
BBA, Accounting

Springtown High School   1978 — 1981

Ana Carter Ana Carter Greater Atlanta Area Details
Ana Carter's Financial Services Firm Experience August 2010 - Present
Job Chief Financial Officer, FinOp at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   August 2010 - Present
JHS Capital Advisors, Inc.   March 2010 - August 2010
GunnAllen Financial  January 2008 - February 2010
GunnAllen Financial  January 2007 - December 2007
Raymond James Financial  June 2001 - January 2007

Skills
Series 7, Accounting, Management, Financial Analysis, Finance, Financial Services, Leadership

Education
University of South Florida   2000 — 2006
Finance & Accounting, Finance

Cheryl Laser Cheryl Laser Greater New York City Area Details
Cheryl Laser's Financial Services Firm Experience July 2011 - December 2011
Job Operational Risk Consultant | SLST/Risk Management at Wells Fargo Bank
Industry Financial Services
Experience
Financial Services Firm   July 2011 - December 2011
BNY Mellon  2007 - 2010
BNY Mellon  2003 - 2007
BNY Mellon  2001 - 2003
BNY Mellon  1999 - 2001
BNY Mellon  1996 - 1999
The ASG Companies, formerly known as Asset Strategies Group, Inc.   1992 - 1996

Education
Cannon Financial Institute   2013 — 2014
Trust Audit, Compliance and Risk Management I & II

Bowling Green State University
Bachelor of Music Education, Music Education

Case Western Reserve University
Course Work, Academics

Cleveland Institute of Music
Master of Fine Arts, Music

New York University
Certificate of Corporate Training, Learning and Development

Robert Petzold, CRPC® Robert Petzold, CRPC® Terra Ceia, Florida Details
Robert Petzold, CRPC®'s Financial Services Firm Experience September 2009 - November 2010
Job Regional Vice President, Special Markets at Kansas City Life Insurance Company
Industry Financial Services
Experience
Kansas City Life Insurance Company  November 2013 - Present
Kansas City Life Insurance Company  November 2010 - November 2013
Financial Services Firm   September 2009 - November 2010
FUTURITY FIRST Insurance Group  November 2008 - August 2009
Ameriprise Financial  November 2006 - June 2008
Ameriprise Financial  May 2000 - October 2006
Ameriprise Financial / American Express Financial Advisors   April 1998 - May 2000
Norwest Financial / Wells Fargo Financial   August 1996 - April 1998

Skills
Investments, Disability Insurance, Financial Planners, Leadership, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Series 7, Mutual Funds, Health Insurance, Long-term Care, Financial Advisory, Life Insurance, Estate Planning, Employee Benefits, Retirement, 401k, IRAs, Finance, Variable Annuities, Long Term Care Insurance, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management, Portfolio Management, Small Business, Term Life Insurance, Underwriting, Financial Planning

Education
University of South Florida   1993 — 1996
Finance, Finance and Accounting

State College of Florida-Manatee-Sarasota   1991 — 1993
AA, Business / Finance

Red Bank Catholic   1987 — 1991
High School

Harry St. John Harry St. John New Rochelle, New York Details
Harry St. John's Financial Services Firm Experience June 2012 - October 2012
Job Manager Enterprise Program Management Office
Industry Education Management
Experience
Comprehensive Systems Disciplines Inc.   June 2006 - Present
Financial services firm   June 2012 - October 2012
Cleary Gotlieb Steen & Hamilton   August 2010 - April 2012
FatWire Software  December 2008 - July 2010
Altria Corporate Services Inc.  November 2004 - July 2007
Altria Corporate Services Inc.  September 2001 - October 2004

Skills
PMO, Business Analysis, Program Management, Project Management, Business Development, Vendor Management, Project Portfolio..., Cross-functional Team..., PMP, Software Project..., SDLC, Integration, Software Development, SharePoint, CRM, Team Leadership, Strategy, Project Planning, Leadership, IT Strategy, Six Sigma, Management, Visio, Databases, Change Management, Business Intelligence, Requirements Analysis, MS Project, Business Process..., Consulting, IT Management, Information Technology, Analysis, Process Improvement, Business Process, Enterprise Architecture, Professional Services, Management Consulting, ITIL, Outsourcing, Governance, IT Service Management, Resource Management, Risk Management, Project Delivery, Business Process..., Disaster Recovery, Agile Methodologies, Solution Architecture, Enterprise Software

Education
Villanova University   2007 — 2007
Six Sigma

The George Washington University - School of Business   2005 — 2007
Advanced Masters Certificate - Project Management

The George Washington University - School of Business   2002 — 2004
Masters Certificate

Iona College   1979 — 1983
BS-MIS

Annie Sidwell Annie Sidwell Columbus, Ohio Area Details
Annie Sidwell's Financial Services Firm Experience May 2013 - January 2015
Job Certified Group Fitness Instructor
Industry Health, Wellness and Fitness
Experience
System of Strength   March 2015 - Present
Financial Services Firm   May 2013 - January 2015
Morgan Stanley  April 2011 - May 2013
Ohio State University  September 2009 - May 2013

Skills
Microsoft Office, Microsoft Excel, Event Planning, Time Management, Microsoft Word, Customer Service

Education
The Ohio State University - The Max M. Fisher College of Business

Will Nelson Will Nelson Dallas, Texas Details
Will Nelson's Financial Services Firm Experience June 2006 - Present
Job Head of Independent Broker/Dealer
Industry Financial Services
Experience
Financial Services Firm   June 2006 - Present
1st Global  January 2004 - June 2006
Nationwide Financial  January 2002 - January 2004

Skills
Fixed Annuities, Insurance, Financial Advisory, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Variable Annuities, Management, Business Development, Series 7, Series 63, Wealth Management, Investments, Securities, Series 6, 401k, Finance, Recruiting, Asset Allocation, ERISA, 401k Plans, Qualified Retirement..., Executive Benefit..., Financial Planning, Income Planning, Sales Management, Strategic Planning, Leadership, Longevity Planning, Risk Management, Income optimization, Financial Services, Life Insurance, Investment Advisory

Education
College for Financial Planning   2015 — 2017
Pursuing a Master of Science (MS), Personal Financial Planning

Texas A&M University-Commerce
Bachelor of Science (B.S.), Business Administration

Katherine Diersing Katherine Diersing Cincinnati Area Details
Katherine Diersing's Financial Services Firm Experience May 2011 - September 2013
Job IT project management and business development
Industry Financial Services
Experience
Major Financial Services Firm  September 2013 - Present
Financial Services Firm   May 2011 - September 2013
IFS Financial Services, Inc   August 2008 - April 2011
Western & Southern Life, a member of the Western & Southern Financial Group   September 2007 - August 2008
Western & Southern Life, a member of the Western & Southern Financial Group   August 2005 - September 2007
Enterprise Rent-A-Car  August 2004 - July 2005

Skills
Strategy, Team Building, Product Management, Operations Management, Process Improvement, Leadership, Management, Project Management, Business Development, Strategic Planning, Forecasting, Human Resources, Analysis, Coaching, Product Development, Budgets, New Business Development

Education
University of Dayton   2000 — 2004
Entrepreneurship

Laurel Tucker Laurel Tucker Greater Atlanta Area Details
Laurel Tucker's Financial Services Firm Experience November 2012 - Present
Job Analyst, Sales and Marketing at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   November 2012 - Present
American Heart Association  April 2011 - October 2012
Merial, A Sanofi Company  September 2007 - April 2011
Container Service Corporation   January 2006 - June 2007
Shaw Industries  September 2002 - November 2005
CISQ   April 2001 - August 2002
M&M Mars  August 1998 - August 2000

Skills
Six Sigma, Process Improvement, Cross-functional Team..., Lean Manufacturing, Data Analysis, Project Management, Continuous Improvement, Process Engineering, Business Process..., Manufacturing, Operational Excellence, Product Development, Statistics, Business Analysis, MS Project, Microsoft Excel

Education
Georgia Institute of Technology   1997 — 2002
Bachelors, Industrial Engineering

Janet L. Larsen, CFP® Janet L. Larsen, CFP® Greater Los Angeles Area Details
Janet L. Larsen, CFP®'s Financial Services Firm Experience July 2005 - August 2014
Job President
Industry Financial Services
Experience
STEP Financial   September 2014 - Present
Financial Services Firm   July 2005 - August 2014

Skills
Finance, Investments, Wealth Management, Financial Advisory, Public Speaking, Analysis, Leadership

Education
UCLA
PFP, Financial Planning

Brigham Young University
BA, Communications

Patrick Aydt, CFP(R), CRPC(R) Patrick Aydt, CFP(R), CRPC(R) Greater St. Louis Area Details
Patrick Aydt, CFP(R), CRPC(R)'s Financial Services Firm Experience November 1984 - Present
Job CERTIFIED FINANCIAL PLANNER (R) Professional
Industry Investment Management
Experience
Financial Services Firm   November 1984 - Present
Nashville Milling Company   January 1979 - November 1984

Skills
Retirement Planning, Investment Advisory, Mutual Funds, Separately Managed..., Series 7, FINRA, Financial Advisory, Portfolio Management, Personal Finance, Asset Allocation, Wealth Accumulation, Retirement, Securities, Wealth Management

Education
Kansas State University   1974 — 1978
BS, Milling Science and Management

Dan Hudspeth Dan Hudspeth Greater Denver Area Details
Dan Hudspeth's Financial Services Firm Experience 2005 - 2010
Job CFO at SynCardia Systems, Inc
Industry Executive Office
Experience
SynCardia Systems, Inc  January 2015 - Present
Cohesive Strategy   2003 - December 2014
Financial Services Firm   2005 - 2010
Rally Software Development Corp   2008 - 2008
Allos Therapeutics, Inc.   2002 - 2003
Genomica Corporation  1999 - 2002
Communications Systems International, Inc.   1997 - 1999
CFO at Various Technology Companies   1992 - 1997
Deloitte & Touche  1985 - 1992

Skills
Finance, Mergers & Acquisitions, Venture Capital, Private Equity, Executive Management, Start-ups, IPO, SEC filings, Investor Relations, International Business, Financial Modeling, Strategic Planning, Strategy, Business Strategy, Management Consulting, Financial Reporting, Strategic Partnerships, Mergers, SEC reporting

Education
Colorado State University   1981 — 1985
BSBA, Accounting

Debi Pickler Debi Pickler Greater St. Louis Area Details
Debi Pickler's Financial Services Firm Experience February 2012 - Present
Job Graphic Designer Illustrator Fine Artist
Industry Graphic Design
Experience
Financial Services Firm   February 2012 - Present
Debi Studios, LLC   June 2004 - Present
Thompson Coburn LLP  May 2008 - February 2012
Cejka Search  2007 - 2008
NorthPole Limited   November 2003 - February 2005
American Recreation Products  July 1996 - November 2003
Washington University in St. Louis  September 1994 - July 1996

Skills
Creative Problem Solving, Creative Development, art director, Adobe Creative Suite, graphic design, Production, Product Development, Packaging, Illustrator, Hand Drawing, Technical Drawing, Medical Illustration, children's book..., airbrush, Licensing, Fine Art, Oil Painting, watercolor, pottery, ceramics, organized, Teamwork, Pottery, Graphic Design, Creative Direction, Illustration, Sculpture, Watercolor, Advertising, Trade Shows, Marketing, Catalogs, Graphics, Art, Posters, Integrated Marketing, InDesign, Brochures, Layout, Visual Communication, Art Direction, Corporate Identity, Typography, QuarkXPress, Direct Mail, Image Manipulation, Branding & Identity, Concept Development, Logo Design, Concept Design

Education
The University of Kansas   1984 — 1988
BFA, illustration

Kylie Marsh-Kiser Kylie Marsh-Kiser Fairfax, Virginia Details
Kylie Marsh-Kiser's Financial Services Firm Experience July 2012 - Present
Job CRM Specialist at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   July 2012 - Present
Liberty University  June 2011 - July 2012
Liberty University  July 2010 - May 2011
Liberty University  July 2009 - July 2010

Skills
Microsoft CRM, CRM, Software Project..., Visual Studio, Requirements Analysis, Software Documentation, Agile Project Management, Project Management, Leadership, Public Speaking, Microsoft Office

Education
Liberty University   2006 — 2010
Bachelor of Science (B.S.), Computer Science

Joseph Hummer Joseph Hummer Vincentown, New Jersey Details
Joseph Hummer's Financial Services Firm Experience May 2015 - Present
Job Network Engineer at Financial Services Firm
Industry Computer Networking
Experience
Financial Services Firm   May 2015 - Present
Volt  July 2014 - May 2015
Freedom Mortgage  January 2013 - June 2014
Verizon  April 2005 - June 2011
Lucent-Alcatel  March 2000 - May 2002

Skills
RIP, EIGRP, Cisco Technologies, BGP, OSPF, DHCP, TCP/IP, CompTIA, Technical Support, CCNA, Telecommunications, Troubleshooting, Cisco Routers, VPN, Wireless Networking, Cisco Certified

Education
Widener University   1999 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Pennsylvania   1995 — 1998
Bachelor of Business Administration (B.B.A.), Management

Tyler Gustafson Tyler Gustafson Minneapolis, Minnesota Details
Tyler Gustafson's Financial Services Firm Experience June 2014 - May 2015
Job Compliance Leadership Development Program at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Financial Services Firm   June 2014 - May 2015

Skills
Microsoft Excel, Microsoft Office, Customer Service, Time Management, Leadership, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media, Event Planning, Critical Thinking

Education
Gustavus Adolphus College   2011 — 2015
Bachelor of Arts (BA), Finance, General

Alissa Ann Hayden Alissa Ann Hayden San Francisco, California Details
Alissa Ann Hayden's Financial Services Firm Experience January 2014 - Present
Job Public Relations and Integrated Marketing Communications
Industry Public Relations and Communications
Experience
Financial Services Firm   January 2014 - Present
Lefty O'Doul's Drink Mixes   July 2013 - January 2014
Harbor Freight Tools  May 2011 - July 2013
Schiedermayer & Associates, Inc.   September 2010 - January 2011
Prestige Telecom  July 2010 - August 2010
Harlem Globetrotters  June 2010 - July 2010
RuffaloCODY  October 2007 - November 2008

Skills
Public Relations, Marketing Communications, Marketing, New Business Development, Social Media, Social Networking, Event Planning, Event Management, Corporate Social Media, Media List Building, General Administrative..., Marketing Research, Online Research, Customer Service, Community Outreach, Internal Communications, Cross-functional..., Project Management, Strategic Communications, Marketing Strategy, Strategic Planning, Creative Strategy, Resourceful..., Team-oriented, Editorial Calendars, Adobe Creative Suite, Creative Writing, Writing, Microsoft Office, Cision, Adobe Acrobat, Photoshop, Magento, E-commerce, Facebook, Social Media Marketing, Email Marketing, Publicity, Creative Direction, Fundraising, Market Research

Education
Pepperdine University
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Valley Christian High School

Kelly Fortune Kelly Fortune Columbus, Ohio Area Details
Kelly Fortune's Financial Services Firm Experience March 2013 - Present
Job Elder (Associate Pastor) at Harvest International Embassy
Industry Financial Services
Experience
Financial Services Firm   March 2013 - Present
Harvest International Embassy   October 2005 - Present
Delphi Automotive  August 1994 - August 2005
Tamco Distributors   March 1990 - August 1994

Skills
Accounting, Leadership, Management, Training, Budgets, Microsoft Office, Business Analysis, Team Building, Strategic Planning, Business Intelligence, Strategic Financial..., Finance, Wealth Preservation..., Online Marketplace, Public Speaking, Wealth Accumulation..., Team Leadership, Small Business, Event Planning, Life Insurance, Coaching, Leadership Development, Nonprofits, Teaching, Charitable Gift Planning, Staff Development, Sales, Financial Planning

Education
Franklin University   2011 — 2012
Business/Managerial Economics

Youngstown State University   2000 — 2004
Accounting and Finance

Cardinal Mooney High School

Camille Gaffney Camille Gaffney Greater Los Angeles Area Details
Camille Gaffney's Financial Services Firm Experience March 2011 - Present
Job Service Manager at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   March 2011 - Present
Ameriprise Financial Services, Inc.   July 2009 - June 2010
Ameriprise Financial  June 2004 - July 2009

Skills
Portfolio Management, Series 7, Microsoft Office, Customer Service, Securities, Series 63, Team Leadership, Series 24, Series 65, Series 3, Series 9/10

Education
University of California, Irvine - The Paul Merage School of Business   2003 — 2006
Master of Business Administration (MBA), Finance

The College of St. Scholastica   1988 — 1992
BA, Management

Stephen (Sheya) Greenberg Stephen (Sheya) Greenberg Greater New York City Area Details
Stephen (Sheya) Greenberg's Financial Services Firm Experience January 2007 - December 2008
Job Account Executive at Spencer Winston
Industry Airlines/Aviation
Experience
Spencer Winston Securities   December 2008 - Present
Financial Services Firm   January 2007 - December 2008
Financial Services Firm   January 1999 - January 2007

Education
Touro College   1992 — 1994

Jennifer Hezlep (Billups) Jennifer Hezlep (Billups) Cincinnati Area Details
Jennifer Hezlep (Billups)'s Financial Services Firm Experience November 1995 - Present
Job Senior Financial Rep
Industry Financial Services
Experience
Financial Services Firm   November 1995 - Present
The Gap  1992 - 1995

Skills
Sales Management, Customer Service, Account Management, Sales, Series 7, New Business Development, Team Building, Securities, Leadership, Business Development, Microsoft Office, Sales Operations, Microsoft Excel, Customer Retention, Marketing, Recruiting, Marketing Strategy

Education
Morehead State University   1988 — 1992
BBA, Marketing

Milford High School   1985 — 1988

Greg Bone Greg Bone Columbus, Georgia Area Details
Greg Bone's Financial Services Firm Experience January 2007 - Present
Job Director of Training at Financial Services Firm
Industry Financial Services
Experience
Financial Services Firm   January 2007 - Present
RealtySouth  2005 - 2008
Primerica  January 2000 - November 2002
Carrier Corporation  1992 - 1994

Education
Alabama Agricultural and Mechanical University   1985 — 1990

Christine Hunt Christine Hunt Brooklyn, Connecticut Details
Christine Hunt's Financial Services Firm Experience February 2010 - April 2012
Job Senior Project Manager, Financial Services Firm
Industry Financial Services
Experience
at a largre Financial Services Firm   April 2012 - Present
Financial Services Firm   February 2010 - April 2012

Skills
Series 7, Series 63, Securities, Retirement, Fixed Annuities, Investments, Insurance, Project Management, Management, Compliance, Problem Solving, Series 9, Series 10

Education
Villanova University   2009 — 2010
master certificate, Applied Project Management

Southern New Hampshire University   2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Karen Hacker, MBA Karen Hacker, MBA Greater Denver Area Details
Karen Hacker, MBA's Financial Services Firm Experience July 2011 - January 2013
Job Seeking Challening Opportunities in the Denver Metro area
Industry Financial Services
Experience
Financial Services firm   July 2011 - January 2013
Hmong American Peace Academy  March 2011 - June 2011
Einhorn Associates, Inc. / Capital Midwest Fund   July 2003 - December 2010
WFA Staffing   December 2002 - June 2003
Advertising with Wit   February 2002 - October 2002
EarthLogo, Inc   January 2001 - December 2001
WTMJ - AM 620   January 1997 - October 2000

Skills
Fundraising, Customer Service, Editing, Microsoft Excel, Event Management, Microsoft Office, Social Media, Marketing Communications, Marketing, Project Management, Public Relations, Research, Event Planning, Coaching, PowerPoint, Relationship Management, Awesomeness, Personal Communication, General Awesomeness, Business Planning, Strategic Planning, Marketing Strategy, Leadership, Entrepreneurship, Social Networking, Cupcakes, Office Management, Investment Advisory, Comfortable working..., Investment Management, Professional Writing, Professional..., Working With Clients, Newsletters, Facebook, Blogging, Data Entry, Strategic Communications, Web Content Management, Nonprofits, Management, Creative Writing, Social Media Marketing, Financial Management..., Start-up Consulting, Corporate Communications, Copy Editing, Content Development, Press Releases, Media Relations

Education
Carroll College   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.909

Carroll College   1994 — 1997
BS, Journalism

Billy Blakeman Billy Blakeman Greater New Orleans Area Details
Billy Blakeman's Financial Services Firm Experience January 1989 - Present
Job Sr. Vice President; Branch Manager
Industry Financial Services
Experience
Financial Services Firm   January 1989 - Present

Education
McNeese State University   1969 — 1973

todd buchner todd buchner Greater Chicago Area Details
todd buchner's Financial Services Firm Experience January 2000 - Present
Job Managing Director for Financial Services Firm
Industry Investment Management
Experience
Financial Services Firm   January 2000 - Present

Education
University of Denver - Daniels College of Business   2000 — 2002
MBA, Finance

Colgate University   1983 — 1988
BA, Political Science

Brian Huebl Brian Huebl Bend, Oregon Details
Brian Huebl's Financial Services Firm Experience January 2007 - May 2012
Job Owner at Hoorah Consulting LLC
Industry Information Technology and Services
Experience
Hoorah Consulting LLC   January 2012 - Present
Financial Services Firm   January 2007 - May 2012
United States Marine Corps  November 2002 - November 2006

Skills
Databases, SQL, Windows Server, Database Administration, Troubleshooting, Team Leadership, Windows 7, Active Directory, Microsoft Office, Citrix, SSRS, Microsoft SQL Server, Virtualization

Education
University of Nevada-Reno   2012 — 2012

Ryan Haezebrouck Ryan Haezebrouck Greater Boston Area Details
Ryan Haezebrouck's Financial Services Firm Experience July 2014 - Present
Job Regional Vice President
Industry Financial Services
Experience
Financial Services Firm   July 2014 - Present
Financial Services Firm   March 2013 - Present
Registered Internal Wholesaler   January 2012 - March 2013
Registered Internal Wholesaler   January 2011 - January 2012
Guaranteed Internal Wholesaler   June 2010 - January 2011
Northwestern Mutual  February 2009 - August 2009
Rocky Mountain Rage/Colorado   December 2007 - April 2008
Highlands Ranch Community Association  May 2006 - July 2007
Colorado Rapids Major League Soccer Club   April 2006 - October 2006
Metropolitan State College Athletic Department   December 2005 - May 2006

Skills
Fixed Annuities, Series 63, Series 6, Retirement, Customer Service, Securities, Investments, Financial Services, Sales, Variable Products, Investment Strategies, Insurance, IRAs, Retirement Planning, Life Insurance, Mutual Funds, Asset Allocation, FINRA, Variable Annuities, Account Management, 401k, Wealth Accumulation, Roth IRA, Alternative Investments, Financial Advisory, Sales Presentations, Finance, Management, Salesforce.com, Relationship Management, Separately Managed..., Series 65, Investment Advisory, New Business Development, Uniform Combined State...

Education
Metropolitan State University of Denver   2005 — 2008
BA, Human Performance and Sport, Minors in Management & Marketing

University of Northern Colorado   2004 — 2005

Midland University   2003 — 2004

Trevor Cohen Trevor Cohen Greater New York City Area Details
Trevor Cohen's Financial Services Firm Experience January 2010 - March 2010
Job CFO at Sycamore Lane Partners, LLC
Industry Investment Management
Experience
Sycamore Lane Partners, LLC   August 2011 - Present
Financial Services Firm   January 2010 - March 2010
Springbok Capital Management   January 2004 - April 2009
W.W. Grainger, Inc.   September 2001 - January 2004
Ladenburg Thalmann & Co. Inc.   1997 - 1999
Arthur Andersen LLP  1995 - 1997

Education
Kellogg Graduate School of Management   1999 — 2001
MBA, Finance, Strategy and Entrepreneurship

University of Colorado Boulder   1991 — 1995
BS, Accounting, Magna Cum Laude

Cherry Creek High School

Dilia Medrano Dilia Medrano Houston, Texas Area Details
Dilia Medrano's Financial Services Firm Experience February 2010 - Present
Job at Stanford Financial Receivership
Industry Financial Services
Experience
Financial Services Firm   February 2010 - Present
Stanford Group Company  September 2005 - February 2009
Stanford Group Company  September 2005 - February 2009

Education
University of Houston, C.T. Bauer College of Business   1995 — 1999
BBA, Finance

Christina Mangonon Christina Mangonon San Francisco Bay Area Details
Christina Mangonon's Financial Services Firm Experience June 2003 - Present
Job
Industry Financial Services
Experience
Financial Services Firm   June 2003 - Present
Charles Schwab  April 2000 - October 2002

Education
California State University-Hayward - School of Business and Economics   1990 — 1995
BS, Business Administration

Gregory Merk Gregory Merk Cincinnati Area Details
Gregory Merk's Financial Services Firm Experience January 2004 - Present
Job Business Analyst Fidelity Investments
Industry Financial Services
Experience
Financial Services Firm   January 2004 - Present

Skills
Business Analysis

Education
Xavier University   1994 — 1998
MBA

University of Cincinnati   1986 — 1991
BBA

Allan Panoff Allan Panoff Greater New York City Area Details
Allan Panoff's Financial Services Firm Experience
Job Professor of Finance
Industry Financial Services
Experience
Financial services firm  

Education
Baruch College
Master of Business Administration (M.B.A.)

Union College
Bachelor of Arts (B.A.)

Brant McDuffie Brant McDuffie Birmingham, Alabama Area Details
Brant McDuffie's Financial Services Firm Experience April 2009 - Present
Job Managing Director
Industry Financial Services
Experience
Financial Services Firm   April 2009 - Present
Financial Services Firm   April 2009 - June 2015

Education
Hampden-Sydney College   1993 — 1997

Suzana Romine Suzana Romine Greater New York City Area Details
Suzana Romine's Financial Services Firm Experience May 1997 - March 2014
Job Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  November 2014 - Present
Financial Services Firm   May 1997 - March 2014

Skills
Retirement Planning, Financial Analysis, Uniform Combined State..., Microsoft Excel, Microsoft Office, Customer Service, Mutual Funds, Series 63, Series 65, Securities, Investments, Series 7, Asset Allocation, Wealth Management

Education
Rider University   1988 — 1990
BS, Business Administration, Finance

Lindsey Egan Lindsey Egan United States Details
Lindsey Egan's Financial Services Firm Experience May 2010 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Financial Services Firm   May 2010 - Present
Granite City Food & Brewery  March 2005 - August 2008
Mainstreet Communications   March 2000 - August 2002

Education
St. Cloud State University   2002 — 2006
Bachelor, International Relations / Spanish Language & Literature

Universidad de Concepción   2004 — 2004
Study Abroad

Tawni Valverde Tawni Valverde Dallas/Fort Worth Area Details
Tawni Valverde's Financial Services Firm Experience May 2011 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Financial Services Firm   May 2011 - Present
RBC Life Sciences  July 2010 - May 2011
The Pet Hospital   July 2008 - January 2009
Gaylord Texan Resort  November 2005 - July 2007
Z Grill Bar and Tap   January 2005 - February 2006
Disney World  June 2003 - October 2004

Education
KD Studios Actor Conservatory   2005 — 2006
Performing Arts

Clark College

Mountain View High School

Elizabeth Elrod Elizabeth Elrod Greater Atlanta Area Details
Elizabeth Elrod's Financial Services Firm Experience August 2013 - Present
Job Director of Finance at Financial Services Firm
Industry Accounting
Experience
Financial Services Firm   August 2013 - Present
Financial Services Firm   August 2011 - August 2013
Dreamland Bar-B-que  May 2004 - June 2008
Sellers Richardson Holman & West  May 1998 - July 2004
Sellers Richardson Holman & West  January 1996 - May 1998
Warren, Averett, Kimbrough & Marino, LLC   August 1994 - January 1996
KPMG US  February 1992 - August 1994

Skills
Tax Research, Tax Preparation, Tax Returns, S Corporations, Income Tax, US Tax, Tax Accounting, Partnership Taxation, Corporate Tax, Due Diligence, Bookkeeping

Education
University of Alabama   1990 — 1991
Masters of Tax Accounting, Tax Accounting

Mercer University - Stetson School of Business and Economics   1986 — 1990
Bachelor of Business Administration, Accounting

Kelley McMahon Kelley McMahon Tampa, Florida Details
Kelley McMahon's Financial Services Firm Experience March 2010 - Present
Job Chief Supervision & Risk Officer at JHS Capital Advisors LLC
Industry Financial Services
Experience
Financial Services Firm   March 2010 - Present

Skills
Series 7, Financial Services, Equities, Securities, Mutual Funds, Asset Management

Education
University of Scranton   1987 — 1991
B.S. Finance