Financial Services Industry
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, ...
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Financial Services Industry Employees
Financial Services Industry August 2012 - Present
Financial Service Industry August 2011 - September 2012
Callaway Golf March 2011 - August 2011
Best Buy November 2010 - August 2011
University Centers - Technical support September 2009 - September 2010
University Centers, UCSD May 2007 - September 2010
Skills
Finance, Technical Support, Microsoft Excel, data analysis, Analytical Skills, Photoshop, VBA, Time Management, Data Analysis, Marketing
Education
University of California, San Diego 2005 — 2010
Double Major BA, Urban Studies and Planning & Communication
Abikus Solutions LLC 2011 - Present
Electro-Motive Diesel 2008 - 2011
CSC 2007 - 2008
High End Systems, Inc 2002 - 2007
Thinkwell Corporation 1999 - 2002
Legal Industry & Lyndon B Johnson Family Business 1992 - 1999
Financial Services Industry 1984 - 1991
Skills
Managerial Finance, Forecasting, Accounting, Internal Controls, Budgets, Finance, Executive Management, Auditing, Start-ups, Business Process..., Strategic Planning, Financial Reporting, Financial Analysis, Process Improvement, Change Management, Cost Accounting, Business Analysis, Leadership, Cash Flow, Business Strategy, Analysis, Cross-functional Team..., Business Planning, Due Diligence, Problem Solving, Management Consulting, Global Operations, Management, Performance Improvement, Profit Improvement, Forensic Analysis, Strategy, Manufacturing, International Finance, International Project..., Business Intelligence, Sarbanes-Oxley Act, Pricing, Supply Chain, Financial Modeling
Education
St. Edward's University
MBA, Bus Admin/Global Business
St. Edward's University
BBA, Accounting
Morris Knolls High School
Target April 2014 - Present
Magenic January 2014 - March 2014
Personal Finance Industry February 2013 - March 2014
Magenic January 2013 - December 2013
Education Industry November 2012 - December 2012
Magenic January 2012 - December 2012
Magenic April 2011 - December 2011
Personal Finance Industry September 2010 - December 2011
Magenic April 2010 - March 2011
Financial Services Industry April 2010 - September 2010
Skills
Swift, Objective-C, iOS development, Mobile Applications, Git, Xcode, Software Architectural..., Software Consulting, C#, Jenkins
Education
St. Cloud State University 2006 — 2010
B.S., Applied Computer Science
Financial Services industry October 2014 - Present
Fiserv July 2011 - October 2014
Trinity Technology Group, Inc. June 2009 - July 2011
Deloitte Consulting September 2007 - May 2009
Intel January 2007 - September 2007
Skills
SDLC, Project Management, Leadership, Management, Quality Assurance, Business Analysis, Requirements Analysis, Software Project..., Software Documentation, Software Development, Agile Methodologies, Testing, Team Management, Vendor Management, Analysis, Business Process..., Integration, Business Intelligence
Education
California State University-Sacramento 2005 — 2007
Master's Degree, Computer Science
Visvesvaraya Technological University 2000 — 2004
Bachelor's Degree, Computer Science and Engineering
National College 1998 — 2000
High School
Aurobindo
Kreative Collaborations January 2015 - Present
App Futurz October 2010 - Present
Financial Services Industry July 2012 - December 2014
Tu Visión en Acción September 2010 - November 2011
Black Card Marketing Group May 2010 - August 2010
LifeSuccess Productions March 2008 - September 2009
LifeSuccess Productions March 2008 - July 2008
King's College London 2004 - 2004
Skills
Online Marketing, International Sales, Copywriting, Online Advertising, Sales, New Business Development, Marketing Strategy, Business Strategy, Facebook, Public Speaking, Coaching, Marketing, Entrepreneurship, Leadership, Product Development, Business Planning, Lead Generation, Project Planning, Social Media Marketing, Strategy, Event Planning, Creative Direction
Education
Cal Poly Pomona 2002 — 2006
Master of Science (MS)
Salem International University 2000 — 2002
Bachelor of Science
LPL Financial January 2013 - Present
IABC/San Diego October 2012 - June 2014
BAE Systems October 2005 - May 2012
Financial Services Industry July 2002 - October 2005
Skills
Corporate Communications, Marketing Communications, Strategic Public..., Public Relations, Internal & External..., Digital Strategy, Communication, Marketing Event Planning, Trade Shows, Event Planning, Event Management, Social Media, Digital Media, Employee Engagement, Internal Communications, Copy Editing, Collateral, Advertising, Financial Communications, Social Networking, Project Management, Strategic Communications, Strategy, Crisis Communications, Integrated Marketing, Management, Marketing, Media Relations, Press Releases, Newsletters, Speech Writing, Strategic Planning, Proposal Writing, Message Development, Communications Planning
Education
Santa Clara University 1997 — 2001
Bachelor's of Arts, Communications
Santa Clara University 1997 — 2001
Bachelor's of Science, Political Science
Leigh High School 1993 — 1997
STEVLOC Management Inc. June 2014 - Present
Financial Services Industry February 2011 - December 2013
Xceed Mortgage Corporation August 2008 - February 2011
Xceed Mortgage Corporation August 2008 - January 2011
Filogix May 2007 - August 2008
Filogix Limited May 2007 - July 2008
Advantage Trust January 2002 - May 2007
Bank of Montreal October 1978 - April 2007
Xceed Mortgage Corporation March 2001 - December 2002
Bank of Montreal November 1978 - March 2001
Skills
Credit, Mortgage Lending, Finance, Residential Mortgages, Business Development, Start-ups, Underwriting, Negotiation, Risk Management, Credit Analysis, Loans, Commercial Mortgages
Education
CAAMP Mortgage Brokers Course 2013 — 2013
CAAMP 2011 — 2011
Mortgage Agents Course
CSI Global Education - (PDO) 2011 — 2011
PDO, Partners, Directors, Senior Officers
IFSE Exempt Market Products 2011 — 2011
Exempt Market Products
Dalhousie University 1999 — 2003
MBA, Business Administration
Certified Financial Planner
CFP, Certified Financial Planner
Ontario Securities Commission
CSC, Canadian Securities Course
Financial Services Industry February 2015 - Present
Teavana November 2013 - February 2015
City of Saint Paul May 2013 - January 2014
University of Minnesota January 2012 - May 2013
Quick Click Digital Inc November 2011 - December 2011
Friendship Ventures May 2011 - August 2011
Viking Collection Services August 2008 - January 2010
Skills
Customer Service, Operations Management, Sales Management, Administrative..., Data Entry, Research, Event Planning, Budgets, Mac OS, Windows, Microsoft Office, Editing, Photoshop, Public Speaking, Teaching, English, Social Media, Telephone Reception, Digital Photography, Experience Working with..., PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Time Management, Teamwork
Education
University of Minnesota 2010 — 2013
Bachelors, Anthropology
Inver Hills Community College 2007 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Park High School 2006 — 2009
High School Diploma, Graduated with honors
The Norden Group May 2014 - Present
Financial Services Industry December 2008 - May 2014
Education
Brigham Young University 2005 — 2007
Bachelor of Science (B.S.), Exercise Science
Eastern Arizona College 1999 — 2003
Associate's Degree, General Studies
White Bear Lake Superstore GMC, Buick, New and Used Cars August 2015 - Present
Thrivent Financial/brightpeak financial March 2009 - February 2015
Financial Services Industry 1996 - 2015
Skills
Life Insurance, Leadership, Uniform Combined State..., Long-term Care, Disability Insurance, Team Building, Series 7 & 66 FINRA, Non-profit Volunteering, Christian Ethics, Customer-focused Service, Finance
Education
University of North Texas 1988 — 1992
Bachelor of Business Administration (BBA), Business/Marketing
Streamwood High School 1983 — 1987
PwC May 2014 - Present
Financial Services Industry September 2001 - Present
Wachovia Securities, LLC 2004 - 2006
First Union National Bank July 1998 - August 2001
American Recruiters April 1995 - July 1998
David Wood Personnel 1994 - 1995
Skills
Mortgage Lending, Wealth Management, Finance, Investments, Insurance, Management, Marketing, Securities, Retail Banking, Engineering, Accountants, Talent Acquisition, Executive Search, Applicant Tracking..., Technical Recruiting, Interviews, Recruiting, Human Resources, Onboarding, Sourcing, Employee Relations, CRM, Screening, Cold Calling, Training, Financial Services, Staffing Services, Talent Management, Internet Recruiting, Temporary Staffing, Temporary Placement, Leadership, Business Development, Benefits Negotiation, College Recruiting, Contract Recruitment, Executive Management, Employee Benefits, Permanent Placement, Workforce Planning, Screening Resumes, Taleo, Hiring, SDLC, Behavioral Interviewing, Employer Branding, Search, Resume Writing, Recruitment Advertising, Job Fairs
Education
Florida State University
Sandalwood High School
Financial Services Industry December 2013 - Present
City Sports Club January 2012 - December 2013
SolarGuide July 2012 - December 2012
Men’s Wearhouse July 2011 - December 2011
Shell Vacations Club March 2009 - August 2009
SkyHawks Sports April 2008 - August 2008
Skills
Marketing Strategy, Advertising, Account Management, Marketing, Marketing Communications, Social Media Marketing, Social Media, Online Advertising, Sales, New Business Development, Sales Management, Customer Service, Email Marketing, B2B, Public Relations, Strategic Planning, Market Research, Online Marketing
Education
Tiffin University 2009 — 2011
Bachelor in Business [BBA]
San Jose City College 2006 — 2008
Associate of Arts (AA)
Bellarmine College Prep./Santa Clara High School 2002 — 2006
High School Diploma
Financial Services Industry July 2014 - Present
Orange County Community Foundation April 2012 - July 2014
Orange County Community Foundation March 2011 - April 2012
Newport Harbor Nautical Museum June 2008 - March 2011
The Studio for Southern California History June 2005 - June 2008
Unisource Worldwide, Inc. August 2001 - April 2004
PrintNation.com December 1999 - April 2001
Unisource Worldwide, Inc. March 1996 - December 1999
Skills
Customer Service, Graphic Design, Community Outreach, Event Management, Facebook, Digital Communication, Web Marketing, Art History, Museum Planning, Museum Education, Blogging, Marketing, Customer Service..., E-communications, Social Media, Google Analytics, Google AdWords, HTML, Marketing Strategy, Press Releases, Strategic Communications, CRM, Newsletters, Social Media Marketing, Collateral, Social Networking, Fundraising, Email Marketing, Constant Contact, Marketing Communications, Event Planning, Blog Marketing, Online Marketing, Direct Mail Campaigns, Fundraisers, Social Media Measurement, Facebook Marketing, Web Analytics, Online Advertising, Photoshop, Webmaster Services, Adobe Acrobat, Social Media Strategist, Adobe Creative Suite, YouTube, Project Management, Google Adwords
Education
California State University-Fullerton 2004 — 2007
Bachelor's degree, Art Education
University of Minnesota-Twin Cities 2003 — 2004
Art History
Dave Ramsey - Lampo Group 2012 - Present
Capital Choice Financial January 2009 - Present
Financial Services Industry 1994 - 2005
Skills
Investments, Fixed Annuities, IRAs, Term Life Insurance, Securities, Series 6, Mutual Funds, Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Long-term Care, Financial Planning, Strategic Financial..., Variable Annuities, Small Business, Disability Insurance, Strategic Planning, Wealth Management, Budgets, Asset Management, Series 63, 401k Rollovers, Roth IRA, Personal Financial..., FINRA, Sales, Securities License, Traditional IRA, Debt Management, Retirement Planning
Education
Abilene Christian University
Nacarato Volvo Trucks June 2013 - Present
Andrew Wommack Ministries 2013 - 2015
Andrew Wommack Ministries 2013 - 2015
Maxx Automotive Resources January 2009 - May 2013
Financial Services Industry January 1995 - December 2008
Tennessee Financial Planning January 1980 - December 1994
Skills
Web Design, Sales Operations, Customer Satisfaction, Marketing, Account Management, Management, Operations Management, Transportation, New Business Development, Sales Management, Logistics
Education
Tennessee Technological University 1968 — 1971
Degree in Design, Computer Programing, Drafting
Financial Services Industry February 2015 - Present
OnSight Public Affairs February 2013 - January 2015
NextGen Climate Colorado July 2014 - November 2014
Colorado Commits to Kids June 2013 - November 2013
Media Strategies Research August 2011 - January 2013
Parris Communications January 2011 - May 2011
KU Info August 2010 - May 2011
Maurices September 2009 - August 2010
Great Plains Media May 2010 - July 2010
Skills
Social Media, Event Planning, Community Outreach, Press Releases, Facebook, Public Relations, Social Media Marketing, Marketing Communications, Strategic Communications, Event Management, Social Networking, Public Speaking, Advertising, Copywriting, Microsoft Office, PowerPoint, Research, Microsoft Excel, Media Buying, Spanish, AP Style, Marketing
Education
University of Kansas 2007 — 2011
Bachelor of Science in Journalism, Journalism: Strategic Communication
Ralston High School
ICS Merrill May 2015 - Present
Nixon McKnight Consulting, LLC August 2008 - Present
Ellis County Government, Texas January 2013 - May 2015
Texas Credit Union Commission August 2006 - March 2009
Financial Services Industry February 1999 - August 2007
Skills
Certified Fraud Examiner, Fraud, Evidence, Litigation Support, Government, Civil Litigation, Employee Benefits, Due Diligence, Mediation, Legal Research, Litigation, Risk Management, Insurance, Securities, Policy, Commercial Litigation, Security, Advertising, Corporations, Public Policy, Strategic Planning, Legal Writing, Politics, Social Media, Team Building, Non-profits, Program Management, Policy Analysis, Research, Negotiation, Crisis Management, Fundraising, Public Relations, Leadership, Analysis, Criminal Law, Trials, Public Speaking, Cybercrime, Interrogation, Courts, Criminal Justice, Legislation, Legislative Relations, Private Investigations, Hearings, Nonprofits, Enforcement, White Collar Criminal..., Criminal Investigations
Education
Stevenson University 2011 — 2013
Master of Science (M.S.), Forensic Studies with Concentration in Forensic Investigation, 3.60
The University of Texas at Arlington
Bachelor of Science (B.S.), Criminal Justice
Tatum LLC March 2010 - Present
ACG Houston 2004 - 2013
BKD, LLP January 2002 - February 2010
Various January 1997 - January 2002
Environmental Services January 1989 - January 1997
Financial Services Industry January 1985 - January 1989
Arthur Andersen & Co January 1973 - January 1985
Skills
Mergers, Due Diligence, Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Managerial Finance, Start-ups, Strategic Financial..., Finance, Mergers & Acquisitions, Private Equity, Investments, Sales, Financial Services, Management Consulting, Risk Management, Restructuring, Business Transformation, Acquisition Integration, Accounting, Financial Risk, Business Process..., CPA, Executive Management, Corporate Finance, Portfolio Management, Valuation, IPO, Business Development, Treasury Management, Acquisitions, Financial Structuring, Business Valuation, SEC filings, Consolidation, Investor Relations, Sarbanes-Oxley Act, Divestitures, Treasury, Enterprise Risk..., Internal Controls, Corporate Development, M&A experience, US GAAP, Venture Capital, Corporate Governance, Cash Management, GAAP
Education
Sam Houston State University
MBA, Finance
University of South Alabama 1970 — 1973
BS, Accounting
Louisville Male High School
Financial Services Industry August 2014 - Present
ADP August 2010 - August 2014
Mannmethod 2008 - August 2014
ADP 2006 - 2008
ADP 2001 - 2006
Scudder Investments 1994 - 2001
Skills
Leadership Development, Team Building, Training, Strategic Financial..., Leadership, Start-ups, Employee Training, Management, Retirement Planning, Mutual Funds, Investments, Retirement, Marketing, Entrepreneurship, Employee Benefits, Finance, Defined Contribution, Negotiation, Consulting, Financial Services
Education
Bowling Green State University 1978 — 1981
M.Ed.; Ph.D., Business and Education
Castleton University 1970 — 1975
BS, Business and Education
Star News Group August 2012 - Present
Financial Services Industry 1988 - 1998
Skills
Microsoft Excel, Microsoft Word, Record keeping, QuarkXPress, Microsoft Publisher, 401(k) administration, Written & Oral..., Highly detail oriented, Able to prioritize work, Quick learner, Customer focused
Education
Clemson University
Bachelor of Arts (B.A.), English/Communications, Graduated Cum Laude
Quantitative Medicine January 2012 - Present
Disabled January 2007 - December 2011
Dealing Technology September 1997 - December 2006
Financial Services Industry January 1991 - January 1995
BIM Systems, Inc. October 1990 - December 1991
Sun Microsystems October 1986 - October 1990
Princeton University - John von Neumann Supercomputer Center October 1985 - October 1986
Xerox Corporation May 1984 - August 1984
Princeton University - Princeton Plasma Physics Laboratory May 1983 - August 1983
Skills
Start-ups, Business Strategy, Business Development, Product Management, Entrepreneurship, Drug Discovery, Computational Biology, Enterprise Software, Strategy, R&D, Analytics, Data Analytics, Executive Management, Product Marketing, Strategic Planning, Marketing Strategy, Product Development, Lead Generation, Leadership, Thought Leadership, Biotechnology, Program Management, SaaS, Management, Strategic Partnerships, Venture Capital, Consulting, Corporate Development, Angel Investing, Mergers & Acquisitions, Competitive Analysis, Cross-functional Team..., Go-to-market Strategy, Drug Development, Lifesciences, Technology Transfer, Genomics, Bioinformatics, Strategic Alliances, Experimental Design, Biomedical Engineering, Drug Testing, Patents, Machine Learning, Technological Innovation, Commercialization, Big Data, Algorithms, Life Sciences
Education
Carnegie Mellon University 1981 — 1985
Bachelor of Science (BS), Electrical and Computer Engineering
Carnegie Mellon University 1981 — 1985
Bachelor of Science (BS), Mathematics and Computer Science
High School 1978 — 1981
Raymond James February 2009 - Present
Financial Services Industry December 1991 - February 2009
Education
University of Arkansas at Little Rock
Financial Services Industry August 2012 - Present
SG Americas Securities, LLC February 2009 - August 2012
Morgan Stanley May 2004 - February 2009
ING Nederland January 2000 - September 2004
Global Investment Banks (Deutsche Bank and CSFB) May 1990 - December 1999
KPMG US September 1983 - April 1990
Skills
Financial Analysis, Investment Banking, Derivatives, Financial Reporting, Product Control, Capital Markets, Accounting, Corporate Finance, Financial Audits, Valuation, IFRS, Securities, Hedge Funds, Cash Management, Private Equity, Financial Modeling, Risk Management, Banking, Fixed Income, Treasury
Education
(1) Certified Public Accountant (currently inactive)
FINRA Series 27 License
Montclair State University
BS, Accounting / Finance
Normal Park Museum Magnet School September 2014 - Present
Financial Services Industry December 2012 - September 2014
Normal Park Museum Magnet July 2012 - December 2012
Chamberlin School March 2012 - July 2012
Christ the King School 2011 - May 2012
Mobile Fit 2011 - January 2012
WinShape Camps C3 May 2010 - August 2010
Skills
Teaching, Special Education, Tutoring, Early Childhood..., Curriculum Design, Classroom Instruction, Writing, Editing, Research, Differentiated..., Curriculum Development, Literacy, Public Speaking, Elementary Education, Classroom Management, Lesson Planning, K-12, Learning Disabilities, Social Studies, Language Arts, Behavior Management, IEP, Microsoft Excel, Adult Education, PowerPoint, Grant Writing, Behavior Modification, Microsoft Office, Autism Spectrum..., Secondary Education, Compliance, Time Management, Event Management, Data Entry, Microsoft Word, Copy Editing, English grammar, Outlook, Classroom, Nonprofits
Education
Covenant College 2008 — 2011
English, Education, Psychology
Financial Services Industry July 2015 - Present
Plante Moran, PLLC October 2010 - July 2015
SMB IT Solutions February 2010 - November 2010
Plante & Moran, PLLC 2006 - February 2010
Education
University of Cincinnati
Bachelor of Science, Information Technology, Network Administration, Database Administration
Financial Services Industry February 2007 - Present
Education
North Dakota State University 2001 — 2004
Mass Comm, PR
Delano High School
City of Charlotte - CATS Light Rail September 2012 - Present
City of Charlotte - CATS Light Rail March 2012 - September 2012
City of Charlotte - CATS Light Rail June 2009 - March 2012
North American Energy Services - Staffing Services December 2008 - February 2009
Veolia Transportation August 2007 - August 2008
King County Light Rail - King County Washington January 2007 - August 2007
Financial Services Industry June 1999 - January 2007
Integrity Technical Services, Inc. (Co. out of business.) June 1998 - April 1999
Tri-Met Light Rail March 1983 - June 1998
Tri-Met Light Rail 1983 - 1998
Skills
Inspection, Business Intelligence..., MS SQL Server, MS Excel Power Pivot, MS Excel Power Query, Data Analysis, Testing, Maintenance Management, Project Management, Electronics, Troubleshooting, Commissioning, Electricians, Training, Management, Maintenance & Repair
Education
DeVry University 2009 — 2014
Bachelor's Degree, Technology Management - Business Information Systems
Central Piedmont Community College
Data Analytics Training, Business Intelligence Data Analytics
Central Piedmont Community College - Coporate and Continuing Education
Microsoft Technology Associate, Database Administration Fundamentals
Central Piedmont Community College - Corporate and Continuing Education
Microsoft Office Specialist, Microsoft Office Excel 2013
Financial Services Industry October 2012 - Present
The Heartland Group August 2011 - September 2012
Education
Northwestern University 1981 — 1982
Accounting and Business/Management
Illinois State University 1975 — 1979
Bachelor of Applied Science (BASc), Agricultural Business and Management
Financial Services Industry January 2013 - Present
Morrie's Nissan Subaru June 2011 - November 2012
Morrie's Subaru Kia January 2010 - June 2011
Luther Automotive June 2008 - October 2008
Caribou Coffee Co September 2006 - June 2008
Skills
Automobile, Automotive, Dealers, Automotive Aftermarket, Vehicles, Customer Retention, Customer Service, Management, Finance, Inventory Management, Profit, Sales, Sales Management, Sales Process
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Arts (BA), Economics
National Karate 1997 — 2020
3rd Degree Black Belt
EBSCO Publishing 2011 - Present
Financial Services Industry 2009 - 2011
IBM June 2002 - July 2009
eiStream WMS, Inc.[previously Eastman Software Inc.] January 1996 - May 2002
Viewlogic Systems Inc January 1992 - January 1996
Wang Laboratories Inc June 1983 - July 1991
Cullinet Software Inc January 1981 - May 1983
Systems Architects Inc June 1979 - December 1981
Skills
Agile Methodologies, SDLC, Web Services, Scrum, Software Development, Java, Unix, Java Enterprise Edition, SQL, XML, Databases, Visual Studio, Eclipse, JavaScript, Software Engineering
Education
Boston University
MS, Computer Science
Northeastern University
MS, Mathematics
Capstone Advisory Group, LLC June 2010 - Present
Financial Services Industry October 1990 - Present
Skills
Investments, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, FINRA, Strategic Financial..., Account Management, Strategic Planning, Asset Management, Finance, Management, Financial Services, Portfolio Management, Marketing Strategy, Investment Advisory, Mutual Funds, Securities, Financial Advisory, Cross-functional Team...
Education
University of Minnesota-Duluth 1985 — 1990
Bachelor of Accounting, Accounting and Finance
Stillwater
Capstone Advisory Group, LLC August 2010 - Present
Financial Services Industry November 2003 - Present
CapitalQuest Securities, Inc. 2005 - 2010
AllianceBernstein 2000 - 2003
Skills
Investments, Finance, Investment Management, Financial Services, FINRA, Wealth Management, Retirement Planning
Education
University of St. Thomas 2004 — 2008
MBA, Finance
University of Minnesota-Twin Cities 1994 — 1999
BS, Applied Economics of Environmental Sciences
MACCRAY
Financial Services Industry February 2009 - Present
United Auto Credit Corp January 2007 - February 2009
Nuvell Financial Services August 1998 - January 2007
Skills
Relationship Building, Goal Oriented, Performance Driven, Attention To Detail, Handle and Safeguard...
Education
Florida State College Jacksonville 2009 — 2010
ASN, Nursing
Florida State College at Jacksonville 1982 — 2010
AA, Business, Finance, Law
Financial Services Industry February 2009 - Present
PRA Group (Nasdaq: PRAA) May 2013 - December 2014
BT Counterpane May 2008 - February 2009
Nevis Networks August 2007 - May 2008
Sourcefire 2006 - 2007
SecurePipe 2004 - 2006
Kemper Insurance 2001 - 2004
Skills
CISSP, CCNA, GCIH, Vulnerability Assessment, GCIA, GSEC, CCNA-Security, Wireshark, pfSense, VPN, Snort, Sourcefire, Cisco Technologies, Security, TCP/IP, Network Security, Firewalls, Information Security, Computer Security, Incident Response, IDS, Malware Analysis, IPS, Penetration Testing, Information Security..., Intrusion Detection, Encryption, PCI DSS, Application Security, Computer Forensics, PKI, CEH, Internet Security, Network Architecture, Identity Management, DLP, Security Audits, Web Application Security, Vulnerability Management, Security Awareness, Data Security, Security Policy, Security Architecture..., Vulnerability Scanning, SIEM, CISM, Nessus, Checkpoint, Cloud Computing, Networking
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MS, Management Science
The Johns Hopkins University 1981 — 1985
BA, Economics
London School of Economics and Political Science 1983 — 1984
Junior year abroad, Economics
The Soccer Lot, LLC September 2009 - Present
Financial Services Industry March 2006 - Present
HighPointe Financial Group November 2005 - March 2006
Skills
Small Business, Public Speaking, Soccer, Marketing Strategy, Strategic Planning, Event Planning, Marketing, Lead Generation, Social Networking, Sales, Entrepreneurship, Sales Management, Business Strategy, Business Planning, Investments, Management, Coaching, Leadership, Customer Service, Social Media
Education
University of Missouri-Kansas City 2012 — 2012
Entrepreneurship Scholars Program, Entrepreneurship/Entrepreneurial Studies
The University of Kansas 1999 — 2003
Political Science & History
TVSS, Inc. July 2001 - December 2008
US Navy Reserve March 1981 - June 2002
Tad Technical Services and Adecco TAD Technical July 1994 - April 2001
Financial Services Industry September 1990 - June 1994
US Navy August 1989 - August 1990
ORI, Inc. and Atlantic Research Corp. May 1981 - May 1989
US Navy June 1972 - February 1981
Skills
Program Management, Public Speaking, Team Building, Leadership, Management, Team Leadership, Leadership Development, Project Management, Strategic Planning, Training, Coaching, Customer Service, Microsoft Office, Budgets, Marketing
Education
Trinity Episcopal School for Ministry 2008 — 2011
Diploma in Christian Ministry
Naval War College 1989 — 1990
Master of Arts (M.A.), Strategic and International Studies
Binghamton University 1982 — 1986
Master of Science (M.S.), Advanced Technology (Systems Science emphasis)
United States Naval Academy 1968 — 1972
BS, International Security Affairs
FIT Medical Weight Loss November 2008 - Present
Financial Services Industry April 1997 - April 2005
Skills
Business Development, Employee Training, Employee Benefits, Business Planning, New Business Development, Banking, Investments, Health, Weight Loss, Weight Management, Weight Loss Coaching, Healthy Eating, Real Estate Development, Public Speaking, Coaching, Cross-functional Team..., 401k, Budgets, Investment Strategies, Change Management, Long-term Care, Business Strategy, Investment Advisory, Customer Service, Retirement Planning, Leadership, Team Building, Finance, Wellness, Leadership Development, Management, Recruiting, Strategic Planning, Product Development, Financial Goals, Mutual Funds, Negotiation, Series 7, Insurance, Training, Due Diligence, Email Marketing, Sales, Financial Analysis, Small Business, Retirement, Strategic Partnerships, Analysis, Asset Allocation, Competitive Analysis
Education
University of Illinois at Chicago 1985 — 1987
Bachelor of Applied Science (B.A.Sc.), Chemistry and Psychology
Bradley University 1983 — 1985
transferred to U of I, Chemistry
Barrington High School 1979 — 1983
General, High School
Pinpoint powered by Transparent - Transparent USA, LLC 2013 - Present
Office Depot 2013 - 2013
Ricoh USA 2009 - 2012
Elm St. Restaurants, LLC 2005 - 2009
Financial Services Industry 1999 - 2005
Skills
Operations Management, Sales Force Management, Corporate Budgeting, P&L Management, New Business Development, Problem isolation &..., Creative Direction, Strategic Forecasting, Facilities Management, Sales Hiring, Successful Business..., Sales Force Development, Strategic Planning, Training, Sales, Budgets, Contract Negotiation, Management, Strategy, Leadership, Forecasting, Business Development, Process Improvement
Education
Oklahoma State University 1992 — 1996
B.F.A.
The University of Kansas 1991 — 1992
Dvorchak Financial Corp OwnerDvorchak & AssociatesNovember 2006 - Present
Financial Services Industry October 1987 - Present
Education
University of Florida 1970 — 1973
Bachelor of Science in Business Administration, Accounting and Business/Management
J. S. Wealth Advisors February 2015 - Present
Jessup Wealth Management Inc 2011 - January 2015
Dean Investments 2010 - 2011
UBS Wealth Management 2006 - 2010
Financial Services Industry 1993 - 2006
Skills
Financial Planning, Estate Planning, Insurance Planning, 401 K Rollovers, Retirement Planning, Saving for Education, Managing Finances, Women Owned Business, Small Business, Professional Women
Education
Bellevue University 2004 — 2006
Bachelor of Science, Human Resources
Sinclair Community College 1995 — 1999
Associates of Science, Business Management
Northmont High School
Financial services industry April 2007 - Present
University of Texas at Dallas 2004 - 2007
Verizon 1987 - 2003
Skills
SDLC, Vendor Management, Cross-functional Team..., Solution Architecture, Software Project..., Business Analysis, Integration, Requirements Analysis, Business Intelligence, IT Strategy, Project Management, Process Improvement
Education
The University of Dallas
MBA
FINANCIAL SERVICES INDUSTRY February 2004 - Present
ReLogic 2007 - 2010
Ace Capital Group 2007 - 2008
BNI 2007 - 2008
NATIONAL HEALTH ALLIANCE 2007 - 2007
ATHOME CONSULTING GROUP 2005 - 2007
CITIBANK WEST 1977 - 2003
Skills
Retirement Planning,..., Employee Benefits, Financial Planners, Strategic Planning, 401k, Fixed Annuities, Life Insurance
Education
City College of San Francisco 1976 — 1978
BUSINESS ADMIN
Navigant November 2012 - Present
Smyling Island Consulting June 2004 - Present
LeMaster & Daniels PLLC May 1998 - June 2004
Smyling Island Consulting January 1993 - May 1998
Financial Services Industry October 1982 - January 1993
Skills
Program Management, Process Improvement, Training, Change Management, Leadership Development, Project Management, Employee Training, Business Intelligence, Operations Management, Management, Leadership, Contract Negotiation, E-Learning, Consulting, Healthcare, Management Consulting, Strategic Planning, Strategy, Organizational...
Education
Gonzaga University
Masters, Organizational Leadership
Montana State University-Bozeman
B.S., Finance
Washington State University
Doctor of Philosophy (PhD), Educational Leadership - In Progress
OMERS Administration Corporation January 2014 - Present
Toronto Central Local Health Integration Network September 2008 - Present
The Directors College February 2003 - Present
Komori Consulting Inc. 2002 - Present
Global Risk Institute in Financial Services February 2011 - November 2012
Ontario Power Generation February 2006 - September 2009
Deloitte 1995 - 2002
Toronto Stock Exchange 1991 - 1995
CIBC World Markets 1987 - 1991
Financial Services Industry October 1981 - August 1987
Skills
Creating risk..., Ensuring risk..., Governance for..., Engineering, Risk Management, Financial Risk, Governance, Strategic Planning, Enterprise Risk..., Corporate Governance, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Business Strategy
Education
McMaster University
Human Resource Compensation Committee Certified, Board Director - Corporate Governance Specialist
McMaster University 2005 — 2006
Audit Committee Certified, Corporate Governance, Board Director Specialization
McMaster University 2004 — 2005
C.Dir., Board Director Governance
University of Toronto 1976 — 1981
Bachelors, Political Science, Economics, Philosophy
Mergener Enterprises January 1996 - Present
ReusableFinds.com January 2010 - Present
WeddingConnections.com January 1996 - Present
Mergener.com January 1996 - Present
Mergener Photography January 1990 - January 2002
Financial Services Industry July 1986 - July 1996
Skills
Social Networking, SEO, Web Hosting, Online Advertising, Event Management, Social Media Marketing, Entrepreneurship, Event Planning, Social Media, Marketing Strategy, Small Business, Marketing, Direct Marketing, Photography, Public Relations, Marketing Communications, SEM, Real Estate, Sales Management, Corporate Events, Start-ups, Advertising, Web Marketing, Hospitality, Web Design, Management, Weddings, Blogging, Email Marketing, Sales, New Business Development, Online Marketing, Trade Shows, Customer Service, Parties
Education
Securities Licenses 1986 — 1996
Series 7,2, 63, 65, Stocks, Bonds, Investment Management
San Diego State University-California State University 1984 — 1986
BS, Economics
University of Rhode Island 1981 — 1982
Economics
University of Miami 1979 — 1981
Electrical Enginereeing
North Providence 1975 — 1979
Diploma, College
Rhode Island College
Multi Media
Financial Services Industry June 2009 - Present
FNF 1031 May 2008 - July 2009
Direct Capital Securities January 2007 - June 2009
Skills
Investments, Private Placements, REIT, Estate Planning, Securities, Real Estate Economics, Real Estate, Real Estate Transactions
Education
Southwestern University School of Law 1997 — 2000
Juris Doctorate, Law
SFSU 1994 — 1997
Bachelor of Arts (BA), Political Science and Government
Hexaware Technologies March 2015 - Present
Financial Services Industry June 2014 - February 2015
Citigroup October 2010 - June 2014
Steinberg Asset Management, LLC July 2007 - October 2010
Cohen & Steers July 1998 - June 2007
Bank of New York 1996 - 1998
Skills
Hedge Funds, Financial Services, Investments, Mutual Funds, Asset Management, Project Management, Management, Trading Systems, Middle Office, Equities, Process Improvement, Securities, Capital Markets, Back Office, Account Reconciliation, Bloomberg, Investment Management, Corporate Actions, Bloomberg Terminal, Microsoft Excel, Vermilion, Advent, Axys, APX, Revenue Center, Onboarding, New Product..., UAT Coordination, Project Planning, MS Project, Separately Managed..., Operations Management, PMP, Investor Reporting, Knowledge Transfer, Process Flow...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Delaware 1991 — 1995
BS, Business Admin.
Financial Services Industry 2014 - Present
Citi December 2006 - February 2014
Citi 2002 - 2006
J.P. Morgan 1986 - 2002
Skills
Sales, Sales Management, Credit Sales, Business Development, Secondary Market, Corporate Finance, Securities Offerings, Relationship Management, High Performance Teams, Financial Analysis, Finance, Financial Risk, Financial Policies &..., Financial Process..., Bonds, Loans, Loan Origination, Credit, Restructuring, Executive Team, Mentoring, Training, Public Speaking, Loan Sales, Strategic Initiatives, Trading, Strategic Relationships, Complex Sales, Syndications, Performance Management, Performance Measurement, Performance Metrics, Performance Analysis, Series 7, Series 63, Series 24, Executive Development, Strategic Partnerships, Risk Management, Strategic Alliances, Pricing, Structured Finance, Credit Risk, High Yield Bonds, Capital Markets, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance, General
North Carolina Agricultural and Technical State University 1978 — 1982
Bachelor of Science (BS), Accounting
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
Private Investment Counsel, 1832 Asset Management L.P. May 2013 - Present
Scotia Private Client Group August 2011 - May 2013
Scotia Private Client Group August 2008 - August 2011
Financial Services Industry June 2001 - August 2008
Skills
Wealth Management, Private Banking, Portfolio Management, Strategic Financial..., Retail Banking, Investments, Asset Management, Investment Strategies, High Net Worth..., Asset Allocation, Investment Management, Wealth Management..., Wealth, Trust Services, Building Relationships, Investment Advisory, Banking
Education
Mohawk College 2003 — 2004
Business Administration and Management, General
Mohawk College 2001 — 2003
Enterprise Business
CFA Institute
Financial Services Industry July 2013 - Present
Financial Services Industry January 2012 - Present
Financial Services Industry January 2010 - January 2012
Financial Services Industry October 2008 - January 2010
Financial Services Industry January 2008 - October 2008
Skills
Banking, Credit Cards, Call Center, Credit, Six Sigma, Loans, Operational Risk..., Risk Management, Process Improvement, Customer Experience, Vendor Management, Relationship Management, Mortgage Lending, Retail Banking, Financial Risk, Credit Analysis, Loan Origination, Change Management, Cross Selling, Financial Services, Business Analysis, Visio, Consumer Lending, Call Centers, Financial Analysis, Training, Management, Leadership, Analysis, Performance Management, Strategic Planning
Education
Western Governor's University 2008 — 2010
MBA, Business
University of Phoenix 2006 — 2008
Bachelor of Business Administration (B.B.A.), Strategy
Financial Services August 2004 - Present
Financial Services Industry July 2004 - Present
Lets Get Pumpin! January 1997 - Present
Brooklyn District Attorney Office June 2005 - August 2005
Madison Square Boys and Girls Club February 2001 - December 2003
Skills
Administrative Duties, Clerical Duties, Healthcare, Budgeting, Public Speaking, Fundraising, Clerical Work, Administrative Work, Budgets, Coaching, Small Business, Entrepreneurship, Non-profits, Social Networking, Team Building, Corporate Events, Social Media, Leadership, Nonprofits, IRAs, Marketing, Training, Sales, Leadership Development, Event Planning, Customer Service, Term Life Insurance, Retirement Planning, New Business Development, Advertising, Fixed Annuities, Financial Education, Insurance, Investments, Time Management, Social Media Marketing, Customer Satisfaction, Mutual Funds, Strategic Planning, Series 6, Team Leadership, Online Marketing, Long-term Care, Business Planning, Public Relations, Marketing Strategy, Management, Retirement, 401k, Strategic Financial...
Education
Berkeley College New York 2011 — 2013
Bachelors, Finance & Marketting
Kingsborough Community College 2004 — 2006
Associates, Liberal Arts and applied sciences
Paul Robeson High School 1998 — 2002
High School Diploma, Business and Technology
Barataria Junior Secondary School 1994 — 1996
Common entrance Exam before entering, Academic Studies
Harvard University Kennedy School of Government
Developmental and Leadership opportunity
Norwegian Cruise Line December 2014 - Present
Financial Services Industry May 2007 - Present
Hertz February 2014 - December 2014
University of Miami, Miller School of Medicine April 2012 - July 2013
University of Miami June 2011 - May 2013
University of Miami, Miller School of Medicine June 2012 - August 2012
H&R Block December 2010 - April 2011
H&R Block December 2009 - April 2010
Waddell & Reed August 2008 - April 2009
Loan Network LLC September 2007 - August 2008
Education
University of Miami - School of Business 2011 — 2013
MBA
Pacific Lutheran University - School of Business 2003 — 2007
BBA
South Kitsap High School 2000 — 2003
High School Diploma
Girard Financial Group, LLC February 2014 - Present
New England Securities 2008 - February 2014
Financial Services Industry 2008 - 2008
Financial Services 2007 - 2008
MassMEP 2006 - 2008
Vaupell 2005 - 2006
Accellent (MedSource) January 2004 - December 2004
Boston Scientific January 1994 - December 2002
Skills
Retirement Planning, Disability Insurance, Mutual Funds, Insurance, Life Insurance, Cross-functional Team..., Employee Benefits, Financial Advisory, Process Improvement, Strategic Planning, Medical Devices, Long Term Care Insurance, New Business Development, IRAs, Term Life Insurance, Leadership, Training, Small Business, Sales, Series 63
Education
Worcester Polytechnic Institute
MBA
Austin Preparatory School
Suffolk University
BS, Biology
Mass Financial Group Inc. January 1992 - December 2014
MassMutual St. Louis January 1992 - December 2014
Financial Services Industry January 1990 - December 1992
Financial Services Industry 1978 - December 1989
Skills
Retirement Planning, Retirement, Leadership, Finance, Coaching, Estate Planning, Wealth Management, Strategic Financial..., 401k, 401k Rollovers, Disability Insurance, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Management, Mutual Funds, Pensions, Sales, Series 7, Small Business, Wealth Accumulation
Education
Texas A&M University 1975 — 1979
BA, Political Science
Woodrow Wilson High School
Financial Services Industry November 2012 - Present
Insurance Industry May 2011 - October 2012
Larry McIntosh State Farm March 2010 - May 2011
Delias November 2006 - May 2010
Forever21 June 2009 - September 2009
Delias October 2008 - June 2009
Skills
Customer Service, Sales Management, Direct Sales, Microsoft Office, PowerPoint, Excel, Retail Management, Retail Math, Inventory Control, Customer Relations, Microsoft Excel, Retail, Store Management, Call Centers, Team Leadership, Management, Microsoft Word, Public Speaking, Insurance
Education
University of Montevallo 2009 — 2011
Bachelor of Business Administration, Business Management
Jefferson State Community College 2008 — 2009
Retail Marketing
Auburn University 2006 — 2008
Fashion Design
Jarrett Logistics Systems, Inc. August 2015 - Present
Jarrett Logistics Systems, Inc. December 2014 - August 2015
Financial Services Industry July 2011 - November 2014
Young Life June 2009 - June 2011
Skills
Investments, Customer Service, Public Speaking, Finance, Strategic Planning, Insurance, Event Planning, Financial Advisory, Fundraising, Small Business, Leadership Development, Strategic Financial..., Sales, Time Management, Asset Management, Financial Planners, Public Relations, Wealth Management, Budgets, Leadership, Personal Finance, Team Building, Non-profits, Organizational..., Supply Chain Operations, Logistics Management, Corporate Finance
Education
Ashland University 2005 — 2009
Bachelor of Science (BS), Business Administration, Finance
IIA- Rochester Chapter 2014 - Present
The Cooper Companies, Inc. January 2011 - Present
RSM McGladrey, Inc. 2009 - 2011
Ernst &Young, LLP 2004 - 2009
First American Equipment Finance 2001 - 2004
Financial Services Industry 1994 - 2001
Skills
Auditing, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Accounting, US GAAP, Sarbanes-Oxley, GAAP, Process Improvement
Education
Saint John Fisher College
Bachelor's degree
Aquinas Institute
RamboPlus Associates, LLC March 2008 - Present
Local Career Focused Colleges February 2008 - September 2010
Financial Services Industry March 1990 - April 2008
A National Insurance and Financial Firm March 1984 - February 1990
Skills
Dynamic Speaker, Intuitive Consultant, Skilled Trainer, Skilled Labor, Leadership Development, Public Speaking, Career Development, Training, Leadership, Team Building, Career Counseling, Marketing, Recruiting, Strategic Planning, Entrepreneurship, Social Networking, Sales, Change Management, Marketing Strategy, Employee Training, Nonprofits, New Business Development, Coaching, Human Resources, Employee Relations, Strategy, Staff Development, Public Relations, Executive Coaching, Event Planning, Time Management, Teaching, Small Business, Conflict Resolution, Business Planning, Networking, Succession Planning, Business Development, Workshop Facilitation, Resume Writing, Consulting, Management Consulting, Community Outreach, Fundraising, Customer Service, Organizational..., Interviews, Executive Development, Business Coaching
Education
Lehigh University 1979 — 1983
B.A., International Relations
Easton High School
Financial Services Industry July 2011 - September 2013
Snyder Financial Group, Inc. December 2009 - March 2011
Vice President, Colonial Bank January 2005 - November 2009
Merrill Lynch, Pierce, Fenner & Smith, Inc. November 2003 - January 2005
Raymond James & Associates, Inc. August 1998 - November 2003
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Finance, Wealth Management, Investments, 401k, 401k Rollovers, Banking, Bonds, Credit, ETFs, Equities, FINRA, Financial Services, Fixed Income, IRAs, Insurance, Loans, Mortgage Lending, Separately Managed..., Series 6, Small Business Lending, Variable Annuities, Wealth
Education
College for Financial Planning
University of Florida
B.A.
Raleigh Wealth Solutions June 2015 - Present
The Raymond Experience January 2005 - Present
North Carolina State University 2014 - May 2015
Financial services industry December 2011 - June 2013
ALIVE Magazine September 2010 - May 2013
Girls Guide to the Galaxy December 2009 - May 2011
Tacony Corporation August 1995 - January 2005
Skills
Media Relations, Blogging, Public Relations, Event Management, Brand Management, Press Releases, Event Planning, Social Networking, Marketing Strategy, Marketing, Social Media, Consumer Behaviour, Social Media Marketing, Marketing Communications, Facebook, Online Advertising, Creative Writing, Integrated Marketing, Public Speaking, E-commerce, B2B, Direct Mail, Publishing, Advertising, Email Marketing, Newsletters, Strategic Planning, Editing, Strategy, Writing, Copywriting, Training, Online Marketing, Customer Service, Leadership, Strategic Communications, Market Planning, Brand Development, Project Management, Community Outreach
Education
Maryville University of Saint Louis 2002 — 2004
MBA
Northshore High School 1983 — 1987
Diploma
Velocity Technology Solutions 2013 - Present
financial services industry January 2008 - February 2013
machensoft inc. 2002 - 2007
Lawson Software 1995 - 2002
Skills
Enterprise Software, SaaS, Professional Services, Software Implementation, Cloud Computing, CRM, Product Marketing, Process Improvement, Software Development, Business Intelligence, Product Management, ERP, Integration, Software Project..., Business Process, Business Analysis, Business Process..., Pre-sales, Requirements Analysis, Enterprise Architecture, SDLC
Education
Thunderbird School of Global Management 1992 — 1994
MIM, International Management
University of Minnesota-Twin Cities
BA
Foothill Securities, Inc. 2006 - Present
Financial Services Industry September 2011 - September 2015
Merrill Lynch 2002 - 2006
Winderstick Consulting 1993 - 2002
Paine Webber 1987 - 1993
EF Hutton 1983 - 1987
Digital Equipment Corporation 1981 - 1983
General Mills, INC 1977 - 1981
Skills
Business Development, Investments, Executive Management, Financial Services, Strategic Financial..., Strategic Planning, Sales, Portfolio Management, Business Planning, Risk Management, Public Speaking
Education
Bentley University 1975 — 1977
BS, Accounting
Central Connecticut State University 1973 — 1975
bs, Accounting /Business
Capital Financial Group, LLC February 2015 - Present
Financial services industry August 2011 - January 2015
Self Employed 2005 - 2010
Coker Tire February 2003 - June 2005
SI Corporation 2001 - 2002
Skills
College Recruiting, Financial Recruiting, Hands-on Leadership, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Retirement, Term Life Insurance, Public Relations, Insurance, Leadership, Public Speaking, Fixed Annuities, Small Business, Life Insurance, Customer Service, Long Term Care Insurance, Long-term Care, Microsoft Office, Sales, Marketing, Employee Benefits, Disability Insurance, Team Building
Education
The University of Tennessee at Chattanooga 1996 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Chattanooga Christian 1991 — 1996
GCP ClinPlus Co., Ltd - ACAP October 2008 - Present
Excel PharmaStudies-PPD October 2008 - December 2010
Evidence Clinical and Pharmaceutical Research-WCT January 2006 - October 2008
IDDI 2003 - 2005
Financial Services Industry January 1981 - June 1997
Skills
Clinical Development, Clinical Trials, Oncology, Biotechnology, CRO, Lifesciences, Strategy, CTMS, Pharmaceutics, Mergers & Acquisitions, Corporate Development, Licensing, Business Development, International Business, Management Consulting, Clinical Research
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1983
MBA, Finance
Pilot Bank July 2015 - Present
Financial Services Industry February 2015 - June 2015
AEGON Americas August 2002 - January 2015
English Joe Productions 1993 - 2001
Security Pacific Bank/ Bank of America 1982 - 1992
Security Pacific Bank 1980 - 1982
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, General Ledger, Finance, Management, Financial Analysis, Project Management, Budgets, Internal Controls, Financial Accounting, Project Coordination, Account Reconciliation, Mutual Funds, Internal Audit, Expense Management, General Ledger..., Budget Process, Hyperion Essbase, Hyperion Reports, Budget Forecasts, Financial Statements, General Ledger..., Profitability Tracking, Project Planning, Expense Reports, Accounts Payable, Product Design, Financial Audits, Essbase, Banking, FCS, Microsoft Excel, Management Accounting, MSA, Mainframe Testing, Project Accounting, Property Management..., Government Accounting, Separate Accounts, Life Insurance, Insurance, Operating Budgets, Department Budgeting, Budget Reconciliation, Budget Monitoring, Expense Budget..., Expense Allocation, Business Overhead..., Retail Banking
Education
California State University, Los Angeles - College of Business and Economics
Master's Degree, Finance
California State University-Northridge
Bachelor's Degree, Business Administration/ Accounting
Apple 2015 - Present
Intuit 2014 - 2015
Ricoh 2013 - 2014
Financial Services Industry 2005 - 2012
Hewlett-Packard 1999 - 2005
Edify Corporation (Acquired by S1 Corporation) 1994 - 1999
Skills
Windows, Microsoft Office, OS X El Capitan, iOS 9, WatchOS 2, Sales, Customer Service, Salesforce.com
Education
Indiana University Bloomington
Financial Services industry
Skills
Wealth Management, Financial Services, Investments, Estate Planning, Financial Planning
Education
California State University-Long Beach 1986 — 2000
Bachelor of Arts (B.A.) Economics, Business/Managerial Economics
Retired 2013 - Present
Financial Services Industry 1996 - 2013
Financial Services Industry 1985 - 1996
Tax & Bookkeeping 1977 - 1996
National Association of Securities Dealers, Inc. 1975 - 1977
Skills
Retirement Planning, Tax, Financial Advisory, 401k, Cash Flow, Financial Analysis, Investments, Financial Services, Investment Advisory, Forecasting, Estate Planning, Mutual Funds, Securities, Bookkeeping, Public Speaking, Investment Strategies, Financial Planners, Wealth Management, Coordinating Special..., Workshops, Tax Preparation, IRAs, Asset Allocation, Series 63, Small Business, Insurance, Strategic Financial..., Fixed Annuities, Asset Management, Retirement, Financial Planning, Insurance Planning, Money Coach, Due Diligence
Education
San Francisco State University
Accounting and Finance
Griffin Financial Services Group December 2010 - Present
Washington University in St. Louis January 2005 - Present
Financial Services Industry August 2001 - Present
Skills
Financial Management, Financial Planning, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Insurance, Finance, Financial Services, Securities, Personal Finance, Financial Planners
Education
Saint Louis University 1999 — 2001
Masters In International Business, Business
Clark Atlanta University
Bachelor of Arts, Business
Financial Services Industry May 2013 - Present
Cetera Financial Group April 2012 - May 2013
AXA Advisors October 2011 - March 2012
Tri State Ford March 2011 - October 2011
Education
Creighton University School of Law 2014 — 2017
Juris Doctor (J.D.)
Northwest Missouri State University 2010 — 2011
MBA, Business Administration and Management, General
Northwest Missouri State University 2005 — 2009
Bachelor's, Corporate Finance
Financial Services Industry June 2011 - Present
Kappa Sigma Fraternity - Pi Kappa Chapter November 2008 - May 2011
Enterprise Rent-A-Car June 2010 - August 2010
Commonwealth Financial Network March 2009 - May 2009
Skills
Finance, Financial Modeling, Equities, Valuation
Education
Bentley University 2007 — 2011
Bachelor of Science, Finance
Royal Melbourne Institute of Technology 2009 — 2009
Finance
Chaminade High School 2003 — 2007
Synecore Tech October 2013 - Present
Financial Services Industry June 2013 - October 2013
University of Minnesota Duluth Athletics August 2012 - March 2013
Texas Roadhouse July 2008 - November 2012
True Partners Consulting LLP September 2011 - December 2011
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Illustrator, Customer Service, Social Media Marketing, HTML, Event Planning, Marketing Communications, HubSpot, Marketing, Leadership, Technical Writing, Blogging, Marketing Strategy, Analytical Skills, Sales Management
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (BBA), Marketing, Communication
Goldey-Beacom College August 2013 - Present
Wilmington University August 2012 - Present
The American College January 2011 - Present
INCOME & ESTATE PLANNING PARTNERS, P.A. December 2008 - Present
NAIFA-New Castle County, DE July 2008 - Present
Society of Financial Service Professionals September 2006 - Present
Financial Services Industry January 1998 - Present
Skills
Credit Unions, Term Life Insurance, Financial Planning, Sales Management, Teaching/mentoring
Education
Wilmington College 2008 — 2009
MBA
York College of Pennsylvania 1989 — 1993
B.A., Speech Communications
Goldey-Beacom College
Goldey-Beacom College
Goldey-Beacom College
PMHS
Financial Services Industry October 2013 - Present
Walnut Hills Golf Club July 2009 - October 2013
Mid-Michigan Environmental Action Council December 2011 - September 2012
Michigan State University December 2010 - March 2011
Michigan State University May 2009 - June 2009
Skills
Urban Planning, Customer Service, Project Planning, Teamwork, Team Building, Event Planning, Event Management, Community Outreach, Volunteer Management, Time Management, Marketing, Sales, Real Estate, Open Houses, Hospitality, Variable Annuities, Report Building
Education
Michigan State University 2008 — 2011
Bachelors of Science, Urban and Regional Planning, Cumulative GPA: 3.6
Lansing Community College 2004 — 2008
General Associates
Holt High School 2000 — 2004
Dipolma
The Black Swine January 2015 - Present
Lisa Stanko Mohen - Personal Chef February 2014 - Present
InTheDish October 2007 - Present
Tapeo I Modern Spanish Cuisine September 2014 - December 2014
Trump National Golf Club March 2014 - September 2014
Moo Burgers, Shakes & Fries June 2013 - March 2014
Pastaio October 2011 - March 2014
Eataly August 2010 - March 2014
Financial Services Industry November 1993 - January 2007
Skills
Restaurants, Cooking, Italian cuisine, Management, Chef, Retail, Ingredients, Time Management, Dinners, Catering, Food Service, Food, Culinary Skills, Cuisine, Gourmet, Menu Development, Restaurant Management, Fine Dining, Banquets, Food, Hospitality
Education
French Culinary Institute Alum "07 2007 — 2007
Culinary Arts, Classic Culinary Arts
School of Visual Arts 1985 — 1987
BFA, Fine Arts
Laboratory Institute of Merchandising 1983 — 1985
Associate's Degree, Business/Merchandising
EY January 2014 - Present
Financial Services Industry 1990 - 2015
CharAge Group, Inc. December 2006 - January 2014
Accenture July 1989 - November 2006
Accenture 2002 - 2006
Accenture 1989 - 2002
E. I. du Pont de Nemours and Company 1985 - 1988
Education
Harvard University Graduate School of Education 1998 — 1999
Ed.M., Human Development and Psychology
University of Georgia - Terry College of Business 1987 — 1989
M.B.A., Corporate Finance and MIS
Frederick Douglass HS
Harvard University
The University of Georgia
Bachelor of Business Administration (B.B.A.), Management Sciences
Merrill Lynch June 2013 - Present
Merrill Lynch November 2012 - Present
Merrill Lynch June 2001 - Present
Merrill Lynch July 2001 - November 2012
Financial Services Industry April 1994 - June 2001
Skills
Retirement Planning, Leadership, Asset Allocation, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning
Education
College for Financial Planning 2005 — 2006
CRPC, Retirement Planning
Queens University of Charlotte 1999 — 2001
CFP, Financial Planning
Hollins University 1990 — 1992
BA, English, Economics
Financial Services Industry September 2012 - Present
Summit Business Media January 2011 - December 2011
Avrett Free Ginsberg November 2009 - December 2009
aijalon Inc June 2007 - January 2009
West Gate Bank September 2005 - May 2007
Skills
SEO, Advertising, Copywriting, Marketing, Social Media, Facebook, Press Releases, CRM, Market Research, Creative Direction, Competitive Analysis, Strategy, Strategic Communications, Account Management, Email Marketing
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA, Marketing
University of Nebraska-Lincoln 2002 — 2006
BSBA, Marketing/Art/Advertising
Financial Services Industry December 1995 - Present
Computer Sciences Raytheon October 1988 - November 1995
US Navy July 1968 - August 1988
Skills
Military Officers..., US Naval Submarine..., Process Improvement, Testing, Navy, Strategic Planning, Customer Service, Public Speaking, Program Management, Outlook, Project Planning, Team Leadership, Microsoft Office, Negotiation, Budgets, Project Management, Microsoft Word, PowerPoint, Marketing Strategy, Operations Management, Policy, Quality Assurance, Data Analysis, Analysis, Risk Management, Leadership Development, Strategic Financial..., Advertising, Research, Event Planning, Mergers & Acquisitions, Public Relations, Economic Research, Fundraising, Management, Managerial Finance, Financial Reporting, Earned Value Management, Government, Coaching, Training, Account Management, DoD, Organizational..., Business Planning, Team Building, Inventory Management, Sales, Marketing, Marketing Communications
Education
Florida Institute of Technology 1989 — 1994
MS, Management
Rollins College 1974 — 1976
BS, Math & General Science
New York Cash Exchange 2015 2015 - 2015
New York Cash Exchange 2015 2015 - 2015
Tower Group Companies 2013 - 2015
Financial Services Industry 2012 - 2013
New York Life Insurance Company 2010 - 2011
Independent Consultant, Northeast 2008 - 2010
KPMG US 2006 - 2008
Aviva Life Insurance Company 2001 - 2005
Pan American Life Insurance July 1997 - August 2000
Skills
Internal Controls, Accounting, Finance, Portfolio Management, Banking, Investments, Auditing, Treasury, Derivatives, Insurance, Strategic Planning, Project Management, Analysis, Business Strategy, Outsourcing, Financial Analysis, Corporate Finance, Risk Management, Leadership, Financial Modeling, Treasury Management, Enterprise Risk..., Financial Reporting, Mergers & Acquisitions, Management Consulting, Budgets, Process Improvement
Education
Tulane University - A.B. Freeman School of Business 1996 — 1997
MBA, Finance
Loyola University New Orleans
BBA, Finance
Financial Services Industry December 2014 - Present
Northwestern Mutual November 2008 - December 2014
American Financial Advisors, Inc. March 2008 - November 2008
Northwestern Mutual June 2007 - January 2008
Education
Florida State University - College of Business 2002 — 2006
Bachelor of Science (BS), Multinational Business Operations & Business Administration, Graduated Cum Laude
Financial Services Industry January 1994 - Present
Skills
Banking, Loans, Credit, Portfolio Management, Leadership, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Strategy, Business Strategy, Commercial Lending, Consumer Lending, Customer Service, Commercial Banking, Retail Banking, Financial Services, Small Business Lending, Risk Management, Treasury Management, Finance, Strategic Planning, Team Building
Education
Southern Methodist University
Master's Degree, SW Graduate School of Banking
California State University-Long Beach
Bachelor of Science (B.S.), Finance
San Diego State University-California State University
Finance and Investments
RevGen Partners September 2013 - Present
Colorado Athletic Club January 1999 - Present
Experis January 2012 - August 2013
The North Highland Company December 2010 - December 2011
Financial Services Industry September 2010 - November 2010
Credit Union of Colorado August 2009 - August 2010
Wachovia Bank and Wells Fargo Company November 2007 - August 2009
Charles Schwab & Co. February 2002 - March 2007
Charles Schwab & Co, Inc. January 1999 - January 2002
Citigroup Diners Club January 1996 - December 1998
Skills
Process Improvement, Business Process..., Strategy, Change Management, Mentoring, Business Process, Leadership, Integration, Organizational..., SDLC, Management, Risk Management, Call Centers, Project Portfolio..., Program Management, Talent Management, Finance, Human Resources, Training, CRM, Consulting, Mergers & Acquisitions
Education
Regis University 1995 — 1996
MBA
University of Denver
BSBA
Financial Services Industry March 2010 - Present
Lord Abbett 2006 - March 2010
Goldman Sachs 2005 - 2006
Metlife 2004 - 2005
Merck 2003 - 2004
Alliance Capital 2001 - 2003
Bristol-Myers Squibb 1993 - 2001
Skills
Enterprise Storage, Storage Management, Data Center Migrations, Enterprise Backup, Data Center Relocation, EMC, NetApp, Storage Area Networks, Storage Consolidation, EMC Storage, High Availability, Brocade, Cloud Computing, VMware, Data Center, Storage Solutions, Fibre Channel, Solaris, Storage, SAN, Disaster Recovery, Servers, Storage Architecture, Enterprise Architecture, Data, Backup Solutions, Storage Virtualization, VDI, Business Continuity, Virtualization, Unix, Clariion, Netbackup, NAS, ITIL, vSphere, VMware Infrastructure, VMware ESX, HP, Cluster, Replication, iSCSI, Symmetrix, NFS, Citrix, Infrastructure, Vendor Management, Management, IT Strategy
Education
Monmouth University 1991 — 1993
Masters, Computer Science
The Maharaja Sayajirao University of Baroda 1988 — 1990
Master, Mathematics
Financial Services Industry December 2013 - Present
Financial Services Industry August 2012 - Present
NetApp November 2011 - September 2012
Bank of America June 2011 - November 2011
AudioCodes April 2003 - June 2011
AudioCodes 2003 - 2008
AudioCodes 2003 - 2007
Nortel 1988 - 2003
Skills
VoIP, IP Networking, SNMP, SIP, C, SQL, System Administration, H.248, Troubleshooting, Software Development, People Management, Web Development, Business Management, Embedded SQL, Organizational Behavior, International Business, TCP/IP, Unix, Linux, Operating Systems, Integration, Windows, Telecommunications, Perl, Solaris, IP, Databases, Oracle, Networking, Java, C++, Management
Education
Liberty University 2007 — 2009
MSM, Master of Science in Management (Business) (honors)
University of North Carolina at Charlotte 1976 — 1979
BSET (Computer / Electrical Engineering), Electrical/Computer Design & Engineering
Financial Services Industry August 2014 - Present
Team Indiana Volleyball January 2009 - Present
USA Synchro May 2009 - June 2014
Brebeuf Jesuit July 2004 - November 2012
USA Gymnastics November 2008 - April 2009
U.S. Synchronized Swimming June 2008 - October 2008
Skills
Sports, Event Planning, Sports Marketing, Event Management, Public Relations, Customer Service, Press Releases, Social Media, Marketing, Sports Management, Facebook, Media Relations, Public Speaking, Fundraising, Microsoft Office, Social Media Marketing, PowerPoint, Marketing Communications, Sponsorship, Microsoft Excel, Marketing Strategy, Volunteer Management, Advertising, Coaching, Nonprofits
Education
Purdue University 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Brebeuf Jesuit Preparatory School 2000 — 2004
Financial Services Industry 1994 - Present
IBM Corporation, Los Angeles Center for eBusiness Innovation 2000 - 2002
CMC Ltd 1988 - 1991
Education
Anna University
B.Engg., Computer Science and Engineering
Pepperdine University, The George L. Graziadio School of Business and Management
(MBA)
University of Louisiana at Lafayette, Center for Advanced Computer Studies
MS, Computer Science
Financial Services Industry January 2012 - Present
PennyMac Real Estate Investment Trust November 2012 - Present
Department of Corporations June 2006 - December 2011
Bank of America 1997 - 2005
Landels, Ripley & Diamond 1995 - 1997
Brobeck, Phleger & Harrison 1984 - 1995
Skills
Corporate Governance, Litigation, Mediation, Legal Writing, Legal Research, Privacy Law, Securities Fraud, Securities Offerings, Securities Litigation, Securities Regulation, Corporate Law, Due Diligence, Litigation Support, Licensing, Bankruptcy, Arbitration, Intellectual Property, Commercial Litigation
Education
University of California, Berkeley - School of Law 1981 — 1984
Doctor of Law (J.D.)
Stanford University 1974 — 1979
B.A., Anthropology
HEWLETT-WOODMERE PUBLIC SCHOOLS September 2014 - Present
ASTORIA FEDERAL SAVINGS January 2013 - May 2013
Sunrise Credit Services April 2011 - November 2012
ING Financial Services LLC February 2007 - March 2009
Bear Stearns August 2006 - February 2007
WACHOVIA SECURITIES June 2005 - August 2006
ING FINANCIAL SERVICES CORP January 2001 - June 2005
ING FINANCIAL SERVICES CORP January 2000 - January 2001
Financial Services Industry May 1987 - February 2000
Skills
Fixed Income, Equities, Commodity, Auditing, Banking, Derivatives, Mutual Funds, Financial Modeling, Investments, Finance, Financial Reporting, Risk Management, Corporate Finance, Trading, Analysis, Valuation
Education
Pace University - Lubin School of Business 1988 — 1992
MS, Accounting
Manhattan College
B.S, Finance/Computer Information Systems
Chaminade High School 1980 — 1984
G&R Family Wealth Management of Raymond James November 2013 - Present
Wells Fargo Advisors LLC July 2006 - November 2013
Financial Services Industry June 1994 - June 2006
Education
University of Cincinnati College of Business 2002 — 2006
MSBA, Taxation & Financial Planning
Northern Kentucky University 1997 — 2001
MBA, Finance & Investments
University of Cincinnati College of Business 1990 — 1994
Bachelor's degree, Accounting
McNicholas High School 1986 — 1990
Energy Company January 2013 - February 2015
Financial Services Industry June 2010 - May 2012
Health Care Industry July 2008 - June 2010
Financial Services Industry September 2005 - June 2008
Financial Services Industry February 2002 - August 2005
Packaged Food Industry January 2001 - December 2001
Software company January 1999 - October 2000
Skills
Business Analysis, SDLC, Business Intelligence, PeopleSoft, Requirements Gathering, Data Warehousing, Requirements Analysis, Vendor Management, SQL, Software Project..., Data Modeling, Business Requirements, ERP, ETL, Business Process..., Process Improvement, Oracle, Essbase, Project Management, Business Process, Change Management
Education
Madras University 1994 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Osmania University 1992 — 1995
BS, Management Information Systems, General
Right On Red Coaching October 2012 - Present
Financial Services Industry November 2008 - Present
Spiegel Brands, Inc November 2004 - March 2008
Lillian Vernon Corporation November 2002 - November 2004
The Office of the Chief Technology Officer, Government of the District of Columbia March 2001 - November 2002
Computer Associates, Inc December 1999 - December 2000
SunTrust Bank October 1997 - December 1999
Reynolds Metals December 1995 - October 1997
Skills
Training, Leadership, Team Leadership, Management, Coaching, Public Speaking, Customer Service, Networking, Leadership Development, Team Building, Strategic Planning, Linux, Life Coaching, z/OS Systems Programming, Connect:Direct, LinkedIn Training, Mentoring, Professional Mentoring, Youth Mentoring, Public Relations, Scout Leadership, Microsoft Office, Strategy
Education
Catalina High School 1978 — 1981
University of Arizona
Eagle Realty Group January 2013 - Present
Financial Services Industry June 2012 - January 2013
Capital Analysts Incorporated September 2007 - May 2012
Skills
Writing, Customer Relations, Microsoft Office, Research, PowerPoint, Marketing Communications, Newsletters, Editing, Email Marketing, Customer Service, Advertising, Marketing, Budgets, Public Speaking, Management, Fundraising, Event Planning, Social Media Marketing
Education
Notre Dame College 1982 — 1986
Business Administration, International Business
Fidelity Investments July 2014 - Present
Winward Entertainment July 1997 - Present
Fidelity Investments October 2011 - June 2014
The Pros 2008 - September 2012
Financial Services Industry June 2007 - November 2011
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Education
Thunderbird School of Global Management 1996 — 1997
MIM, International Management, German, Finance
Utah State University 1989 — 1996
BA Accounting, Accounting, German, Norwegian, Swedish, Danish
Davis High School 1986 — 1989
Diploma, Business
Cox Communications 1999 - Present
Financial Services Industry 1987 - 1998
Skills
Call Center, Cross-functional Team..., Project Management, Process Improvement, Telecommunications, Leadership, Change Management, Business Process..., Program Management, Management, Strategic Partnerships, Strategy, E-commerce, Vendor Management, Enterprise Software, B2B, Marketing, Consulting, Business Analysis, Customer Experience, Product Management, CRM, Call Centers, Executive Management, Integrated Marketing
Education
University of Arizona 1981 — 1986
Bachelor of Science (B.S.), Finance
Open Text Corporation July 2009 - Present
Vignette July 2007 - July 2009
Perficient 2006 - 2007
LBJ Holding Company June 2002 - January 2006
Pervasive Software January 1997 - May 2002
Financial services industry September 1990 - December 1996
Skills
Vignette, Competitive Analysis, Human Resources, Livelink, Project Management, SaaS, Management, Recruiting, Salesforce.com, Project Planning, Enterprise Software
Education
Texas Lutheran 1982 — 1986
BA, Finance and Marketing, cum laude
Financial Services Industry November 2013 - Present
Nationstar Mortgage - Solution Star October 2011 - November 2013
GMAC ResCap April 2009 - October 2011
Custom Collections 2006 - 2008
Custom Collections 2002 - 2006
Custom Collections 2001 - 2002
CitiFinancial 1997 - 2001
Skills
SAS/SQL, Risk Management, Analytics, Financial Modeling, Credit Risk, Financial Risk, Credit, SAS programming, Strategic Planning, Finance, Management, Portfolio Management, Equities, Financial Services, Banking
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance
Moscow Power Engineering Institute (Technical University) 1986 — 1992
Special Needs Team LLC November 2014 - Present
Financial Services Industry October 2012 - Present
National Planning Corporation October 2009 - Present
NEV-SA-DI, LLC February 2006 - Present
Special Needs Planning Center October 2009 - January 2013
MetLife February 1995 - June 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, ELDER CARE PLANNING, SPECIAL NEEDS PLANNING, MEDICAID PLANNING, Wealth Preservation..., Business Planning, Strategy Implementation, Financial Advisory, Asset Management, Finance, Investment Advisory, IRAs, Fixed Annuities, Special Education, Long-term Care, Financial Services, Care Planning, Medicaid
Education
The American College
Financial Planning & Consulting
ACA Compliance Group October 2014 - Present
HSBC Global Asset Management (USA) Inc. December 2013 - April 2014
Och-Ziff Capital Management September 2009 - December 2013
TUDOR INVESTMENT CORPORATION May 2007 - September 2009
Lehman Brothers April 2004 - May 2007
Instinet Incorporated November 1999 - April 2004
Financial Services Industry July 1991 - November 1999
Skills
Capital Markets, Private Equity, Alternative Investments, Equities, Securities Regulation, Mutual Funds, Fixed Income, Hedge Funds, KYC, Asset Management, Derivatives, Series 7, Marketing, Securities, AML, Risk Management, Bloomberg, FINRA, Due Diligence, Fund Of Funds, Options, Prime Brokerage
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Economics
Financial Services Industry December 2009 - Present
Company May 2008 - August 2014
Skills
Counseling Psychology, Psychotherapy, Mental Health, Family Therapy, Adolescents, Psychology, University Teaching, Biblical Counseling, Spiritual Leadership, Writing, Crisis Intervention, Public Speaking, Program Development, Nonprofits, Life Transitions, Mental Health Counseling, Mindfulness, Case Management, Group Therapy, CBT
Education
Santa Clara University 2006 — 2008
Master of Arts, Counseling Psychology
Financial Services Industry Senior AnalystMiddle Market MetricsJanuary 2008 - January 2013
DBS Vickers Securities March 2007 - November 2007
CIBC September 2002 - November 2006
Federated Investors, Inc. August 2000 - September 2002
Merrill Lynch July 1998 - August 2000
Skills
Research, Financial Risk, Microsoft Office, Equity Research, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Capital Markets, Financial Analysis, Trading, Portfolio Management, Options, Investment Banking, Financial Services, Series 7, Valuation, Emerging Markets, Finance, Management, Mutual Funds, Equity Trading, Asset Management
Education
Boston University 1994 — 1998
BS, Finance and Business Administration; Finance
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Financial Services Industry January 2012 - Present
Assurant May 2011 - January 2012
JP Morgan Chase November 2009 - April 2011
AMC Theatres February 2008 - October 2009
Sri Chaitanya Infosystems April 2005 - May 2006
Education
Southern Illinois University, Carbondale 2006 — 2007
MS in Electrical and Computer Engineering
Angel Investor 2014 - Present
St. Timothy Catholic Church 1988 - Present
Quality Vans and Specialty Vehicles April 1999 - December 2012
LSI Photomask March 1995 - January 1999
Financial Services Industry May 1991 - March 1995
Motorola August 1985 - March 1991
US Department of Defense May 1983 - July 1985
Education
University of New Orleans 1979 — 1983
BSEE, Electrical Engineering
Suffolk University September 2013 - Present
Financial Services Industry January 2008 - Present
Merrimack College September 2004 - April 2013
Insurance Industry 2004 - 2008
Financial Services Industry 2001 - 2004
Skills
Investments, Variable Annuities, Mutual Funds, Long Term Care Insurance, Series 7, Financial Advisory, Strategic Financial..., Retirement, CRM, Higher Education, Finance, Financial Services, Management, Employee Benefits, Retirement Planning, Estate Planning, 401k, Securities, Coaching, Insurance, Relationship Management, Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Financial Planners, Series 63, Wealth, Risk Management, Fixed Annuities, Financial Analysis, Financial Planning
Education
Military Health Net 2008 — 2008
MFLC, Military life counseling to service members & families
The American College 1999 — 2005
CFP, CLU, CASL, Financial Planning
Wittenberg University
BA, Asian Studies
CT Department of Economic Development / Office of Brownfield Remediation & Development November 2004 - Present
DynCorp Management Resources 1997 - 2000
St. Francis Hospital & Medical Center / Mt. Sinai Hospital Out Patient Servicess 1993 - 1997
Financial Services Industry 1985 - 1990
Communiry Development Agency July 1976 - September 1985
Skills
Legislative Relations, Politics, Government, Political Campaigns, Public Administration, Economic Development, Community Outreach, Community Development, Grant Writing, Local Government, Policy Analysis, Event Planning, Volunteer Management, Nonprofits, Public Policy, Grants, Land Use Planning, Transit-oriented..., Legislation, Research, Municipalities, Public Speaking, Program Development, Policy, Public Relations, Strategic Planning, Fundraising, Workforce Development, GIS
Education
University of New Haven 1975 — 1978
Master of Public Administration (MPA)
Boston College 1969 — 1973
BA, Politicial Science
Synchology February 2012 - Present
BMO Harris September 2011 - January 2012
Bank of America October 2010 - April 2011
Prepaid Solutions Inc. 2009 - 2010
West Suburban Bank/Prepaid Solutions USA Division 2004 - 2009
Financial Services Industry 1998 - 2004
Chase Bank (formerly First Chicago) 1978 - 1997
Education
DePaul University
B.S., Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
Financial Services Industry 1998 - Present
MassMutual Financial Group March 2008 - Present
Skills
Strategic Financial..., Portfolio Management, High Net Worth..., Financial Goals, Retirement Planning, Estate Planning, Employee Benefits, College Savings Plans, Mutual Funds, Healthcare, Long Term Care Insurance, Disability Insurance
Education
Florida International University
Bachelor of Applied Science (BASc), Accounting and Business/Management
Financial Services Industry November 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Insurance, Microsoft Word, Sales, Strategic Planning, Public Speaking, Banking, Outlook, Risk Management, Marketing, Social Media
Education
Hampden-Sydney College 2006 — 2010
B.A., Economics and Commerce
Virginia Episcopal School 2002 — 2006
ICATT Consulting, Inc. April 2015 - Present
Cigna Health (TTA) September 2014 - December 2014
Artech Information Systems March 2014 - September 2014
Maryland Health Care Commission July 2013 - November 2013
Bank of America January 2013 - June 2013
Morgan Stanley/The Training Associates February 2012 - January 2013
Anne Arundel County Public Schools August 2009 - February 2012
Financial Services Industry December 2004 - July 2009
Sears Holdings Corporation February 2003 - December 2004
Verizon Business 2000 - 2002
Skills
Training, CRM, Coaching, Change Management, Staff Development, Instructional Design, New Business Development, Financial Analysis, Management Consulting, Business Strategy, Business Planning, New Hire Training, Integration, Relationship Management, Healthcare, Pharmacy, Leadership Development, Leadership, Customer Service, Management, Program Management, Strategic Planning, Team Building
Education
North Carolina Agricultural and Technical State University
BS, Business Marketing/Management
University of Maryland University College
MS, International Business, International Management
Caltex Renovations Inc July 2012 - Present
Financial Services Industry October 2010 - November 2012
Gay, McCall, Isaacks, Gordon & Roberts, P.C. September 1999 - July 2004
Hollytree County Club January 1998 - January 1999
Skills
Legal Research, Insurance, Legal Writing, Microsoft Office, Microsoft Excel, QuickBooks, Organizational..., Strategic Financial..., Financial Services
Education
University of Maryland Baltimore 1986 — 1992
Bachelor's degree, Small Business Administration/Management
Villa Julie College 1983 — 1985
Associate of Arts (A.A.), Paralegal Studies
Financial services industry June 2014 - Present
Moody's Corporation 2010 - June 2014
The Estée Lauder Companies Inc. 2009 - 2010
Lehman Brothers 2006 - 2009
The College Board 2002 - 2005
Globecomm Systems Inc. 2000 - 2002
Skills
Strategic Sourcing, Vendor Management, Risk Management, Sourcing, Contract Negotiation, Process Improvement, Commodity, Negotiation, Relationship Management, Cross-functional Team..., Business Process..., Strategy, Outsourcing, Global Sourcing, Supply Management, Contract Management
Education
Long Island University, C.W. Post Campus
Bachelor of Arts (BA), Criminal Justice
Long Island University, C.W. Post Campus
Certificate, Paralegal Studies
NYU SCPS
Certificate, International Business & Finance
Coastal Exterior Services January 2007 - December 2012
Financial Services Industry August 1998 - December 2006
Skills
Microsoft Office, Research, Project Management, Customer Service, Strategic Planning, New Business Development, QuickBooks, Lexis-Nexis, ADP Payroll, Apple/Mac, Morningstar, Various Custom System, Start-ups, Budgets, Business Development, Business Planning, Management
Education
University of Southern California 1994 — 1998
B.A, Degrees/International Relations & Economics
financial services industry August 1986 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Alberta Institute of Technology
Financial Services Industry March 2014 - Present
Progress Software 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Business Analysis
Education
Bridgewater State University
Bachelor's degree, Business Administration and Management, General
Maniac Ball January 2014 - Present
Financial Services Industry December 2011 - Present
Riverside Unified School District August 2008 - December 2011
Education
University of California, Riverside 2008 — 2011
Bachelor's Degree, English