Financial Services Firm
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.
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Financial Services Firm Employees
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Financial Services Firm January 1989 - Present
Education
McNeese State University 1969 — 1973
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
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
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
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
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
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
Financial Services Firm January 2004 - Present
Skills
Business Analysis
Education
Xavier University 1994 — 1998
MBA
University of Cincinnati 1986 — 1991
BBA
Financial services firm
Education
Baruch College
Master of Business Administration (M.B.A.)
Union College
Bachelor of Arts (B.A.)
Financial Services Firm April 2009 - Present
Financial Services Firm April 2009 - June 2015
Education
Hampden-Sydney College 1993 — 1997
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
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
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
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
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