Financial Services Industry

Description

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, ...

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126 Financial Services Industry employees in database. Find out everything there's to know about Financial Services Industry employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Financial Services Industry Employees

Employee
Years
Job
Industry
Jeremy Garber Jeremy Garber San Diego, California Details
Jeremy Garber's Financial Services Industry Experience August 2012 - Present
Job Administrative Principal at Financial Services Industry
Industry Financial Services
Experience
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

Wendy Kauffman-Stachowiak CPA MBA Wendy Kauffman-Stachowiak CPA MBA Greater Chicago Area Details
Wendy Kauffman-Stachowiak CPA MBA's Financial Services Industry Experience 1984 - 1991
Job Financial, Strategic and Business Intelligence Partner
Industry Management Consulting
Experience
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

Brentley Jones Brentley Jones Greater Minneapolis-St. Paul Area Details
Brentley Jones's Financial Services Industry Experience April 2010 - September 2010
Job iOS Senior Engineer at Target
Industry Computer Software
Experience
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

Pradeep Manjuraj Pradeep Manjuraj San Francisco, California Details
Pradeep Manjuraj's Financial Services Industry Experience October 2014 - Present
Job Sr. Project Manager Professional Services
Industry Financial Services
Experience
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

Amzi Marsh Amzi Marsh Phoenix, Arizona Area Details
Amzi Marsh's Financial Services Industry Experience July 2012 - December 2014
Job Marketing Business Dev Consulting
Industry Marketing and Advertising
Experience
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

Despina Papadatos Despina Papadatos Greater San Diego Area Details
Despina Papadatos's Financial Services Industry Experience July 2002 - October 2005
Job Communication and Marketing Professional
Industry Public Relations and Communications
Experience
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

Colleen Adams Colleen Adams Toronto, Canada Area Details
Colleen Adams's Financial Services Industry Experience February 2011 - December 2013
Job Chief Compliance Officer at STEVLOC Management Inc.
Industry Financial Services
Experience
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

Anastaisha Lee Anastaisha Lee Minneapolis, Minnesota Details
Anastaisha Lee's Financial Services Industry Experience February 2015 - Present
Job Client Services Coordinator at Ameriprise Financial Services, Inc.
Industry Events Services
Experience
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

Seth Merrill CFP® Seth Merrill CFP® Provo, Utah Details
Seth Merrill CFP®'s Financial Services Industry Experience December 2008 - May 2014
Job Partner at The Norden Group
Industry Financial Services
Experience
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

Cheryl Thielen Ruedy Cheryl Thielen Ruedy Greater Minneapolis-St. Paul Area Details
Cheryl Thielen Ruedy's Financial Services Industry Experience 1996 - 2015
Job Automotive Sales Professional
Industry Automotive
Experience
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

Susan Jurich Susan Jurich Jacksonville, Florida Area Details
Susan Jurich's Financial Services Industry Experience September 2001 - Present
Job Sourcing Manager, Senior Talent Acquisition Specialist
Industry Staffing and Recruiting
Experience
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

Jonathan Marquez Jonathan Marquez Santa Clara, California Details
Jonathan Marquez's Financial Services Industry Experience December 2013 - Present
Job Talent Aquisition Director / Agency Development
Industry Financial Services
Experience
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

Stephanie Christian Stephanie Christian Irvine, California Details
Stephanie Christian's Financial Services Industry Experience July 2014 - Present
Job Communications Specialist at Financial Services Industry
Industry Marketing and Advertising
Experience
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

Rick Godfrey Rick Godfrey Sarasota, Florida Area Details
Rick Godfrey's Financial Services Industry Experience 1994 - 2005
Job Dave Ramsey Endorsed Local Provider (ELP) at Capital Choice Financial Group
Industry Financial Services
Experience
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

Terry Meeks Terry Meeks Greater Nashville Area Details
Terry Meeks's Financial Services Industry Experience January 1995 - December 2008
Job Director of Finance at Nacarato Volvo Trucks
Industry Transportation/Trucking/Railroad
Experience
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

Abby Leeper Abby Leeper Denver, Colorado Details
Abby Leeper's Financial Services Industry Experience February 2015 - Present
Job Marketing Coordinator at Financial Services Industry
Industry Marketing and Advertising
Experience
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

Rusty Ballard, MS, CFE Rusty Ballard, MS, CFE Dallas/Fort Worth Area Details
Rusty Ballard, MS, CFE's Financial Services Industry Experience February 1999 - August 2007
Job Forensic Investigations, Litigation Support, and Corporate & Political Research
Industry Legal Services
Experience
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

John H Sanders, CPA John H Sanders, CPA Houston, Texas Area Details
John H Sanders, CPA's Financial Services Industry Experience January 1985 - January 1989
Job Partner at Tatum LLC
Industry Management Consulting
Experience
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

Alan Mann, Ph.D. Alan Mann, Ph.D. Greater Boston Area Details
Alan Mann, Ph.D.'s Financial Services Industry Experience August 2014 - Present
Job Investment Consultant in Financial Services Industry
Industry Financial Services
Experience
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

Maureen Ramina Maureen Ramina Sea Girt, New Jersey Details
Maureen Ramina's Financial Services Industry Experience 1988 - 1998
Job Legal Notice Clerk at Star News Group
Industry Newspapers
Experience
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

Scott R. Bodine Scott R. Bodine Vero Beach, Florida Details
Scott R. Bodine's Financial Services Industry Experience January 1991 - January 1995
Job CEO & CoFounder Quantitative Medicine
Industry Biotechnology
Experience
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

Patty France Patty France Little Rock, Arkansas Details
Patty France's Financial Services Industry Experience December 1991 - February 2009
Job Senior Registered Service Associate at Raymond James
Industry Investment Management
Experience
Raymond James  February 2009 - Present
Financial Services Industry   December 1991 - February 2009

Education
University of Arkansas at Little Rock

Gregory Cugliari, CPA (1) Gregory Cugliari, CPA (1) Newark, New Jersey Details
Gregory Cugliari, CPA (1)'s Financial Services Industry Experience August 2012 - Present
Job Consulting / Controller in Financial Services Industry
Industry Banking
Experience
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

Sarah Russell Sarah Russell Chattanooga, Tennessee Area Details
Sarah Russell's Financial Services Industry Experience December 2012 - September 2014
Job Parent volunteer coordinator & Discipline coordinator
Industry Primary/Secondary Education
Experience
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

Tom Ervin Tom Ervin Chicago, Illinois Details
Tom Ervin's Financial Services Industry Experience July 2015 - Present
Job Financial Services Industry Red Team Operations
Industry Computer & Network Security
Experience
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

Shad Heffernan, CFS® Shad Heffernan, CFS® Greater Minneapolis-St. Paul Area Details
Shad Heffernan, CFS®'s Financial Services Industry Experience February 2007 - Present
Job Internal Retirement Consultant, Allianz Life Financial Services, LLC member FINRA
Industry Financial Services
Experience
Financial Services Industry   February 2007 - Present

Education
North Dakota State University   2001 — 2004
Mass Comm, PR

Delano High School

Jeffrey Kling Jeffrey Kling Charlotte, North Carolina Area Details
Jeffrey Kling's Financial Services Industry Experience June 1999 - January 2007
Job Light Rail Vehicle Technician
Industry Transportation/Trucking/Railroad
Experience
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

Kenneth Abrams Kenneth Abrams Deerfield, Illinois Details
Kenneth Abrams's Financial Services Industry Experience October 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Ben Kyes Ben Kyes Minneapolis, Minnesota Details
Ben Kyes's Financial Services Industry Experience January 2013 - Present
Job Financial Services Professional at Financial Services Industry
Industry Automotive
Experience
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

Shireen Ahmed, PMP Shireen Ahmed, PMP Greater Boston Area Details
Shireen Ahmed, PMP's Financial Services Industry Experience 2009 - 2011
Job Financial Service Industry
Industry Computer Software
Experience
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

Scott Siverhus Scott Siverhus Greater Minneapolis-St. Paul Area Details
Scott Siverhus's Financial Services Industry Experience October 1990 - Present
Job Registered Representative Financial Services Industry
Industry Financial Services
Experience
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

Michael Lauer, CFP® Michael Lauer, CFP® Greater Minneapolis-St. Paul Area Details
Michael Lauer, CFP®'s Financial Services Industry Experience November 2003 - Present
Job Financial Advisor at Capstone Advisory Group, LLC
Industry Financial Services
Experience
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

James Yancey James Yancey Jacksonville, Florida Area Details
James Yancey's Financial Services Industry Experience February 2009 - Present
Job Financial Services Professional at Financial Services Industry
Industry Financial Services
Experience
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

Andy Patrick Andy Patrick Greater Chicago Area Details
Andy Patrick's Financial Services Industry Experience February 2009 - Present
Job Network Security Guru
Industry Computer & Network Security
Experience
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

Ian Mohrmann Ian Mohrmann Kansas City, Missouri Area Details
Ian Mohrmann's Financial Services Industry Experience March 2006 - Present
Job President at The Soccer Lot, LLC
Industry Recreational Facilities and Services
Experience
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

Warren Eugene Musselman Warren Eugene Musselman Apalachin, New York Details
Warren Eugene Musselman's Financial Services Industry Experience September 1990 - June 1994
Job Retired at No company
Industry Computer Software
Experience
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

Tracy Nymeyer Tracy Nymeyer Dallas/Fort Worth Area Details
Tracy Nymeyer's Financial Services Industry Experience April 1997 - April 2005
Job President at FIT Medical Weight Loss Centers
Industry Health, Wellness and Fitness
Experience
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

Brent C. Harris Brent C. Harris Greater Atlanta Area Details
Brent C. Harris's Financial Services Industry Experience 1999 - 2005
Job Vice President, Strategic Planning & Development
Industry Accounting
Experience
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

B. Kathleen Dvorchak B. Kathleen Dvorchak Greater Denver Area Details
B. Kathleen Dvorchak's Financial Services Industry Experience October 1987 - Present
Job Owner, Dvorchak Financial Corp
Industry Financial Services
Experience
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

Jennifer Siefring Jennifer Siefring Dayton, Ohio Area Details
Jennifer Siefring's Financial Services Industry Experience 1993 - 2006
Job Wealth Manager at J. S. Wealth Advisors
Industry Financial Services
Experience
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

Cathy Setinsek, MBA, CSSGB, PMP, ITIL Cathy Setinsek, MBA, CSSGB, PMP, ITIL Dallas/Fort Worth Area Details
Cathy Setinsek, MBA, CSSGB, PMP, ITIL's Financial Services Industry Experience April 2007 - Present
Job IT Manager at Financial services industry
Industry Financial Services
Experience
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

GRACE NAGUE GRACE NAGUE Sacramento, California Area Details
GRACE NAGUE's Financial Services Industry Experience February 2004 - Present
Job Owner, INDEPENDENT AGENT
Industry Insurance
Experience
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

Lorrie (Thielen) Smyly Lorrie (Thielen) Smyly Spokane, Washington Area Details
Lorrie (Thielen) Smyly's Financial Services Industry Experience October 1982 - January 1993
Job Smyling Island Consulting
Industry E-Learning
Experience
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

Lloyd Komori Lloyd Komori Toronto, Canada Area Details
Lloyd Komori's Financial Services Industry Experience October 1981 - August 1987
Job Member Board of Directors at OMERS Administration Corporation
Industry Executive Office
Experience
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

Stephen Mergener Stephen Mergener Greater San Diego Area Details
Stephen Mergener's Financial Services Industry Experience July 1986 - July 1996
Job President at Mergener.com
Industry Consumer Services
Experience
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

Lara Vanian-Green Lara Vanian-Green Greater Los Angeles Area Details
Lara Vanian-Green's Financial Services Industry Experience June 2009 - Present
Job Sales
Industry Real Estate
Experience
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

David Bojanowski David Bojanowski Greater New York City Area Details
David Bojanowski's Financial Services Industry Experience June 2014 - February 2015
Job Asset Management Operations | Project Management | Client Onboarding | Middle Office & Back Office | PMP
Industry Financial Services
Experience
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.

Joseph T. Wilson Jr. CPA, CFA Joseph T. Wilson Jr. CPA, CFA Greater New York City Area Details
Joseph T. Wilson Jr. CPA, CFA's Financial Services Industry Experience 2014 - Present
Job Senior Finance Executive, Credit Sales, Business Development, Sales Management, Secondary Trading, Sourcing
Industry Financial Services
Experience
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

Marnie Herren Marnie Herren Miami/Fort Lauderdale Area Details
Marnie Herren's Financial Services Industry Experience 1995 - 2005
Job Project Manager at eventPower
Industry Events Services
Experience
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

Penny Stayropoulos, CFA, CIM, FMA Penny Stayropoulos, CFA, CIM, FMA Toronto, Canada Area Details
Penny Stayropoulos, CFA, CIM, FMA's Financial Services Industry Experience June 2001 - August 2008
Job Associate Portfolio Manager, Private Investment Counsel at 1832 Asset Management L.P
Industry Investment Management
Experience
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

Brandy Voels Brandy Voels Phoenix, Arizona Area Details
Brandy Voels's Financial Services Industry Experience July 2013 - Present
Job Trend and Issue Assessment Leader
Industry Banking
Experience
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

Anderson T Miller Anderson T Miller Greater New York City Area Details
Anderson T Miller's Financial Services Industry Experience July 2004 - Present
Job From South to North, East to West, Lets get our momentum growing towards the best
Industry Financial Services
Experience
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

Jason Siem Jason Siem Miami, Florida Details
Jason Siem's Financial Services Industry Experience May 2007 - Present
Job Revenue Management Analyst at Norwegian Cruise Line
Industry Leisure, Travel & Tourism
Experience
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

George Goulas George Goulas Greater Boston Area Details
George Goulas's Financial Services Industry Experience 2008 - 2008
Job Registered Representative and Finacial Advisor at Girard Financial Group, LLC
Industry Financial Services
Experience
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

Carl Kickham Carl Kickham Greater St. Louis Area Details
Carl Kickham's Financial Services Industry Experience January 1990 - December 1992
Job President/CEO Emeritus at Mass Financial Group Inc.
Industry Financial Services
Experience
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

Maggie Midlik Maggie Midlik Birmingham, Alabama Area Details
Maggie Midlik's Financial Services Industry Experience November 2012 - Present
Job Relationship Manager
Industry Insurance
Experience
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

Tom Brenner Tom Brenner Orrville, Ohio Details
Tom Brenner's Financial Services Industry Experience July 2011 - November 2014
Job Director of Business Development
Industry Logistics and Supply Chain
Experience
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

Lori Flaherty Lori Flaherty Rochester, New York Area Details
Lori Flaherty's Financial Services Industry Experience 1994 - 2001
Job Internal Audit Manager at The Cooper Companies, Inc.
Industry Accounting
Experience
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

Bill Rambo Bill Rambo Narragansett, Rhode Island Details
Bill Rambo's Financial Services Industry Experience March 1990 - April 2008
Job Impacting Attitudes, Practices, Performance, Results and Success!
Industry Professional Training & Coaching
Experience
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

Jon Locklear, CFP® Jon Locklear, CFP® Tampa/St. Petersburg, Florida Area Details
Jon Locklear, CFP®'s Financial Services Industry Experience July 2011 - September 2013
Job
Industry Financial Services
Experience
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.

Pamela Raymond, MBA Pamela Raymond, MBA Raleigh, North Carolina Details
Pamela Raymond, MBA's Financial Services Industry Experience December 2011 - June 2013
Job Integrated marketing strategist I Digital content creator I Connecting ideas with action
Industry Marketing and Advertising
Experience
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

Paul Mockenhaupt Paul Mockenhaupt Greater Minneapolis-St. Paul Area Details
Paul Mockenhaupt's Financial Services Industry Experience January 2008 - February 2013
Job Senior Vice President, Innovation and Development at Velocity Technology Solutions
Industry Computer Software
Experience
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

Stephen R Kareta Stephen R Kareta Greater Boston Area Details
Stephen R Kareta's Financial Services Industry Experience September 2011 - September 2015
Job Vice President of Sales and Business Development at Foothill Securities, Inc.
Industry Financial Services
Experience
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

Patrick Moates Patrick Moates Chattanooga, Tennessee Area Details
Patrick Moates's Financial Services Industry Experience August 2011 - January 2015
Job Partner at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Dale Trask Dale Trask Greater Boston Area Details
Dale Trask's Financial Services Industry Experience January 1981 - June 1997
Job Business and Corporate Development Life Sciences
Industry Pharmaceuticals
Experience
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

Joe Steinman, MS in Finance Joe Steinman, MS in Finance Tampa/St. Petersburg, Florida Area Details
Joe Steinman, MS in Finance's Financial Services Industry Experience February 2015 - June 2015
Job Financial Analysis and Reporting Manager/ AVP at Pilot Bank
Industry Financial Services
Experience
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

John H. O'Day John H. O'Day Carmel, Indiana Details
John H. O'Day's Financial Services Industry Experience 2005 - 2012
Job Sr. Advisor at Apple
Industry Consumer Electronics
Experience
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

Randal Ellis Randal Ellis Mission Viejo, California Details
Randal Ellis's Financial Services Industry Experience
Job Investment Advisor at Securities Service Network, Inc.
Industry Financial Services
Experience
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

Ginger Kite Ginger Kite Clearlake Oaks, California Details
Ginger Kite's Financial Services Industry Experience 1996 - 2013
Job Enjoying life and exploring opportunities
Industry Financial Services
Experience
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

Judith Griffin Judith Griffin Greater St. Louis Area Details
Judith Griffin's Financial Services Industry Experience August 2001 - Present
Job Financial Advisor at Griffin Financial Services Group We Listen, Advise and Educate You
Industry Financial Services
Experience
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

Troy Matthews Troy Matthews Greater Omaha Area Details
Troy Matthews's Financial Services Industry Experience May 2013 - Present
Job Compliance Specialist
Industry Financial Services
Experience
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

Steven Serrano Steven Serrano Greater Boston Area Details
Steven Serrano's Financial Services Industry Experience June 2011 - Present
Job Investment Analyst
Industry Investment Management
Experience
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

Kevin Page Kevin Page Greater Minneapolis-St. Paul Area Details
Kevin Page's Financial Services Industry Experience June 2013 - October 2013
Job Project Manager at Synecore Tech
Industry Marketing and Advertising
Experience
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

Craig E. Lytle, CFP®, MBA, CLU® Craig E. Lytle, CFP®, MBA, CLU® Wilmington, Delaware Details
Craig E. Lytle, CFP®, MBA, CLU®'s Financial Services Industry Experience January 1998 - Present
Job Independent fiduciary, teacher, coach and leader of independent financial services professionals
Industry Insurance
Experience
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

Nikki Ayres Nikki Ayres Lansing, Michigan Details
Nikki Ayres's Financial Services Industry Experience October 2013 - Present
Job Client Service Specialist
Industry Financial Services
Experience
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

Lisa A. Stanko - Mohen Lisa A. Stanko - Mohen Rumson, New Jersey Details
Lisa A. Stanko - Mohen's Financial Services Industry Experience November 1993 - January 2007
Job Chef de Cuisine at The Black Swine
Industry Restaurants
Experience
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

Chris Ward Chris Ward Greater Atlanta Area Details
Chris Ward's Financial Services Industry Experience 1990 - 2015
Job Partner/Principal, EY
Industry Management Consulting
Experience
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

Laura H. Clark Laura H. Clark Mount Pleasant, South Carolina Details
Laura H. Clark's Financial Services Industry Experience April 1994 - June 2001
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
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

Megan Ruzicka Megan Ruzicka Greater Denver Area Details
Megan Ruzicka's Financial Services Industry Experience September 2012 - Present
Job Marketing Operations Coordinator in Financial Services Industry
Industry Marketing and Advertising
Experience
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

Mac Baird, LT/USN, Retired Mac Baird, LT/USN, Retired Melbourne, Florida Area Details
Mac Baird, LT/USN, Retired's Financial Services Industry Experience December 1995 - Present
Job Investment Associate
Industry Financial Services
Experience
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

Clarine Usher Clarine Usher Greater New York City Area Details
Clarine Usher's Financial Services Industry Experience 2012 - 2013
Job Bilingual International Treasury, Capital and Investment Management Professional
Industry Financial Services
Experience
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

Nicole S. Foreman, CFP® Nicole S. Foreman, CFP® Orlando, Florida Area Details
Nicole S. Foreman, CFP®'s Financial Services Industry Experience December 2014 - Present
Job Investment Operations Manager
Industry Financial Services
Experience
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

Craig Renfro Craig Renfro Dallas/Fort Worth Area Details
Craig Renfro's Financial Services Industry Experience January 1994 - Present
Job President Highlands Venture Capital; Community Bank Division
Industry Banking
Experience
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

Michelle (Weilbach) Bales Michelle (Weilbach) Bales Greater Denver Area Details
Michelle (Weilbach) Bales's Financial Services Industry Experience September 2010 - November 2010
Job
Industry Financial Services
Experience
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

Ashish Patel Ashish Patel Greater New York City Area Details
Ashish Patel's Financial Services Industry Experience March 2010 - Present
Job Head, Storage Infrastructure
Industry Financial Services
Experience
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

Russell (Russ) Steelman Russell (Russ) Steelman Raleigh-Durham, North Carolina Area Details
Russell (Russ) Steelman's Financial Services Industry Experience December 2013 - Present
Job Principal Software Engineer / Developer at Fidelity
Industry Information Technology and Services
Experience
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

Elizabeth (Simonson) Richardt Elizabeth (Simonson) Richardt Indianapolis, Indiana Details
Elizabeth (Simonson) Richardt's Financial Services Industry Experience August 2014 - Present
Job Foresters Financial Services Administrative Principal
Industry Financial Services
Experience
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

Srinivasan Ramaswamy Srinivasan Ramaswamy Orange County, California Area Details
Srinivasan Ramaswamy's Financial Services Industry Experience 1994 - Present
Job Application Development Consultant / Software Engineer
Industry Financial Services
Experience
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

Preston DuFauchard Preston DuFauchard San Francisco Bay Area Details
Preston DuFauchard's Financial Services Industry Experience January 2012 - Present
Job Member, Board of Trustees at PennyMac Real Estate Investment Trust
Industry Financial Services
Experience
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

Richard Primiano Richard Primiano Greater New York City Area Details
Richard Primiano's Financial Services Industry Experience May 1987 - February 2000
Job Licensed Security Aide at HEWLETTWOODMERE PUBLIC SCHOOLS
Industry Financial Services
Experience
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

David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP Cincinnati Area Details
David R. Rodrigo, CFP®, CPA*, PFS, MBA, MFP's Financial Services Industry Experience June 1994 - June 2006
Job Financial Advisor & Vice President, Investments at G&R Family Wealth Management of Raymond James
Industry Financial Services
Experience
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

Sashi Das Sashi Das Vancouver, Canada Area Details
Sashi Das's Financial Services Industry Experience June 2010 - May 2012
Job Business Analyst at First West Credit Union
Industry Information Technology and Services
Experience
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

Jesús Portillo Jesús Portillo Richmond, Virginia Area Details
Jesús Portillo's Financial Services Industry Experience November 2008 - Present
Job SUN CIT Leadership Coach
Industry Information Technology and Services
Experience
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

Linda Lockerd Linda Lockerd Cincinnati Area Details
Linda Lockerd's Financial Services Industry Experience June 2012 - January 2013
Job Executive Assistant
Industry Financial Services
Experience
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

Jack Winward Jack Winward Greater Salt Lake City Area Details
Jack Winward's Financial Services Industry Experience June 2007 - November 2011
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Scott Pinkerton Scott Pinkerton Phoenix, Arizona Area Details
Scott Pinkerton's Financial Services Industry Experience 1987 - 1998
Job Director of Project Management Cox Communications
Industry Telecommunications
Experience
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

Pam Vetter Pam Vetter Austin, Texas Area Details
Pam Vetter's Financial Services Industry Experience September 1990 - December 1996
Job Patent Legal Assistant and Executive Assistant at Open Text Corporation
Industry Computer Software
Experience
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

Joshua Shatz Joshua Shatz Dallas/Fort Worth Area Details
Joshua Shatz's Financial Services Industry Experience November 2013 - Present
Job Developing marketing analytical infrastructure for digital targeting
Industry Financial Services
Experience
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

Louis Cook, LUTCF, CLTC, RFC Louis Cook, LUTCF, CLTC, RFC Staten Island, New York Details
Louis Cook, LUTCF, CLTC, RFC's Financial Services Industry Experience October 2012 - Present
Job Owner/Vice President at Special Needs Team LLC
Industry Financial Services
Experience
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

Joyce Mumma Joyce Mumma Greater New York City Area Details
Joyce Mumma's Financial Services Industry Experience July 1991 - November 1999
Job Principal Consultant at ACA Compliance Group
Industry Investment Management
Experience
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

Laura Hileman, MA Laura Hileman, MA San Francisco Bay Area Details
Laura Hileman, MA's Financial Services Industry Experience December 2009 - Present
Job Master of Arts, Counseling Psychology
Industry Higher Education
Experience
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

Lee Sullivan Lee Sullivan Miami/Fort Lauderdale Area Details
Lee Sullivan's Financial Services Industry Experience Senior AnalystMiddle Market MetricsJanuary 2008 - January 2013
Job Seeking new opportunities
Industry Financial Services
Experience
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

Venkat Vuyyuru Venkat Vuyyuru Chicago, Illinois Details
Venkat Vuyyuru's Financial Services Industry Experience January 2012 - Present
Job Sr. Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
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

Ed Steele Ed Steele Phoenix, Arizona Area Details
Ed Steele's Financial Services Industry Experience May 1991 - March 1995
Job Small Business Consultant
Industry Automotive
Experience
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

Bill Geyer, CFP, CLU, CASL, MFLC Bill Geyer, CFP, CLU, CASL, MFLC Greater Boston Area Details
Bill Geyer, CFP, CLU, CASL, MFLC's Financial Services Industry Experience January 2008 - Present
Job Consultant to Financial Planners
Industry Financial Services
Experience
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

Ned Moore Ned Moore Hartford, Connecticut Area Details
Ned Moore's Financial Services Industry Experience 1985 - 1990
Job Economic Development Agent at Connecticut Department of Economic Development
Industry Government Administration
Experience
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

Arlene Wolf Arlene Wolf Greater Chicago Area Details
Arlene Wolf's Financial Services Industry Experience 1998 - 2004
Job Director of Operations at Synchology
Industry Financial Services
Experience
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

Natacha Cavé Natacha Cavé Miami/Fort Lauderdale Area Details
Natacha Cavé's Financial Services Industry Experience 1998 - Present
Job Consultant
Industry Financial Services
Experience
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

Grayson Nexsen Grayson Nexsen Richmond, Virginia Details
Grayson Nexsen's Financial Services Industry Experience November 2012 - Present
Job Insurance Administrator
Industry Financial Services
Experience
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

Charles A. Johnson Charles A. Johnson United States Details
Charles A. Johnson's Financial Services Industry Experience December 2004 - July 2009
Job Business Training Professional (Change Management,Health services, Soft Skills and Financial Services)
Industry Professional Training & Coaching
Experience
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

Sandy Holcomb Sandy Holcomb Dade City, Florida Details
Sandy Holcomb's Financial Services Industry Experience October 2010 - November 2012
Job CFO at Caltex Renovations Inc
Industry Hospitality
Experience
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

Ileana Rancano Nunez Ileana Rancano Nunez Greater Atlanta Area Details
Ileana Rancano Nunez's Financial Services Industry Experience June 2014 - Present
Job Strategic Sourcing
Industry Financial Services
Experience
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

Corey Broche Corey Broche Berkeley, California Details
Corey Broche's Financial Services Industry Experience August 1998 - December 2006
Job A dynamic and resultsoriented professional
Industry Internet
Experience
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

Darcy Crawford Darcy Crawford Calgary, Canada Area Details
Darcy Crawford's Financial Services Industry Experience August 1986 - Present
Job Sales at financial services industry
Industry Financial Services
Experience
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

Brenda De Silva Brenda De Silva United States Details
Brenda De Silva's Financial Services Industry Experience March 2014 - Present
Job
Industry
Experience
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

Joseph Gilleland Joseph Gilleland San Diego, California Details
Joseph Gilleland's Financial Services Industry Experience December 2011 - Present
Job Writer at Maniac Ball
Industry Financial Services
Experience
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