Financial Solutions Group

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Financial Solutions Group Employees

Employee
Years
Job
Industry
Kelli (Grenfell) Burns, CISA Kelli (Grenfell) Burns, CISA Greater Seattle Area Details
Kelli (Grenfell) Burns, CISA's Financial Solutions Group Experience August 2009 - July 2010
Job Manager of Information Security at Symetra
Industry Information Technology and Services
Experience
Symetra  August 2014 - Present
Symetra  December 2013 - August 2014
Ernst & Young  May 2011 - November 2013
Washington State  June 2012 - September 2013
KPMG, LLP  July 2010 - May 2011
Financial Solutions Group   August 2009 - July 2010
KPMG, LLP  June 2009 - August 2009
Financial Solutions Group   August 2008 - May 2009

Skills
SAS70, IT Audit, Risk Management, Internal Controls, HIPAA, PCI Standards, ISO 27001, FISMA, Archer, Positive Team Player, Energetic team player, Forecasting, Visio, OneNote, PowerPivot, Microsoft Office, Cloud Computing, Information Security...

Education
University of Montana   2005 — 2010
Bachelor of Science, Managment Information Systems

Katherine Edwards Katherine Edwards Washington D.C. Metro Area Details
Katherine Edwards's Financial Solutions Group Experience 2010 - 2011
Job Project Accountant, Stout & Teague
Industry Accounting
Experience
Stout & Teague   May 2015 - Present
T&T Holdings International Inc./YaSabe/Intelligenx   March 2013 - May 2015
Matthews, Carter & Boyce   January 2011 - March 2013
Financial Solutions Group   2010 - 2011
Society of Nuclear Medicine  1998 - 1999
American Psychological Association  1991 - 1998

Skills
Financial Analysis, UltraTax CS, Account Reconciliation, SEC filings, External Audit, Tax Research, Deltek, Budgets, Access, ProSystem fx Tax, Accounts Receivable, Tax Preparation, Cash Flow, Revenue Recognition, Bookkeeping, Cost Accounting, Peachtree, Income Tax, CPA, Financial Statement..., Microsoft Office, Costpoint, Partnership Tax Returns, Microsoft Excel, Assurance, Corporate Tax, TValue, Fixed Assets, General Ledger, Accruals, Government Accounting, Accounting, QuickBooks, Financial Reporting, Financial Accounting, Financial Statements, US GAAP

Education
George Mason University - School of Management   2007 — 2011
BS, Accounting

The George Washington University   1978 — 1982
B.A., English Literature

Michele McLeod Michele McLeod Herndon, Virginia Details
Michele McLeod's Financial Solutions Group Experience May 2014 - Present
Job HR Administrative Assistant at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group   May 2014 - Present
SuperShuttle  December 2010 - April 2014
SuperShuttle  July 2007 - December 2010
Nobel Learning Communities  May 2001 - June 2007

Skills
Sales, Coordination, Project Coordination, Customer Service, Customer Oriented, PowerPoint, Microsoft Excel, Microsoft Word, Contract Management, Filing, Team-oriented, Leadership, Self-driven, Phone Etiquette, Appointment Scheduling

Education
University of Phoenix

Stephen Regan Stephen Regan Chattanooga, Tennessee Area Details
Stephen Regan's Financial Solutions Group Experience October 2014 - Present
Job Financial Representative at Financial Solutions Group
Industry Insurance
Experience
Financial Solutions Group   October 2014 - Present
Knights of Columbus - The Regan Practice   October 2009 - September 2014

Skills
Whole Life, Roth IRA, Annuities, Long-term Care, Disability Insurance, IRA's, Insurance Planning, Term Life Insurance, Retirement Planning, Insurance, Annuity, Charitable Giving, Estate Planning, Retirement, Financial Planning, Savings, Asset, Investments, Financial Analysis, Excel, Universal Life, 401k Rollovers, Mortgage Protection, Key Person Insurance, Investment Strategies, Fixed Annuities, Wealth Preservation..., IRAs, Financial Planners

Education
University of Alabama   1993 — 1997
Bachelor of Science, Accounting

Russell Sievers Russell Sievers Montgomery, Alabama Details
Russell Sievers's Financial Solutions Group Experience April 2012 - October 2013
Job Intern at Center for Advanced Technologies
Industry Financial Services
Experience
Center for Advanced Technologies   September 2013 - Present
Financial Solutions Group   April 2012 - October 2013
University of Wisconsin-Madison  February 2011 - April 2012
Captel  February 2010 - January 2011
House of Wisconsin Cheese   August 2009 - December 2009
Financial Solutions Group   August 2005 - July 2009
Tiger Stripes   August 2008 - January 2009
Chappy's Deli  February 2002 - April 2004

Skills
Facebook, Editing, Microsoft Excel, Microsoft Word, Microsoft Office

Education
Auburn University at Montgomery   2013 — 2014
Master of Science (MS), Management Information Systems, General

Auburn University   2004 — 2009
B.A., History

Sue Federer Sue Federer Greater St. Louis Area Details
Sue Federer's Financial Solutions Group Experience March 2010 - Present
Job President of Preferred Promotions Marketing LLC
Industry Marketing and Advertising
Experience
Financial Solutions Group   March 2010 - Present
Bott Radio Network  April 2009 - January 2010
Preferred Promotions LLC   1990 - 2009
American Red Cross Blood Services  January 1978 - May 1989

Skills
Public Speaking

Education
Fontbonne University   1976 — 1981
Management, Marketing, Education, Life Science

T. David Doll T. David Doll Keene, New Hampshire Details
T. David Doll's Financial Solutions Group Experience January 2011 - Present
Job Vice President of Client Relations at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group   January 2011 - Present
Transamerica Financial Advisors, Inc. (A Member of the AEGON Group)   January 2010 - October 2010
InterSecurities, Inc.   February 2008 - January 2010
Western Reserve Life  August 2007 - February 2008
Western Reserve Life  July 2005 - August 2007
Western Reserve Life  June 2004 - July 2005
InterSecurities, Inc.   March 2001 - June 2004

Skills
Insurance, Investments, Sales, Life Insurance, Series 6, Variable Annuities, Financial Services, Wealth Management, Fixed Annuities, Strategic Financial..., Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Customer Service, Asset Allocation, Financial Advisory, Securities, Relationship Management, Management, Marketing, Process Improvement, Series 7, Training, Business Development, 401k, Financial Planning

Education
Appalachian State University

Rick Lehrer Rick Lehrer Tampa/St. Petersburg, Florida Area Details
Rick Lehrer's Financial Solutions Group Experience January 2001 - Present
Job Founder & President at Financial Solutions Group, Inc.
Industry Financial Services
Experience
Financial Solutions Group   January 2001 - Present
ING, Strategic Distribution   January 2001 - January 2011
Fortis Financial Group  January 1995 - December 2000

Skills
Coaching, Financial Services, Sales, Wealth Management, Income Planning, Sales Management, Strategic Financial..., Insurance, Financial Advisory, Team Building, Retirement Planning, Financial Planning, Life Insurance, Retirement, Investments, Business Development, Strategic Partnerships, Executive Management, 401k, Fixed Annuities, Finance, Strategic Planning, Entrepreneurship, Wealth, Relationship Management, IRAs, Series 7, Series 63, Mutual Funds, Portfolio Management, Long-term Care, Investment Strategies, Estate Planning, Investment Advisory, Small Business, Financial Planners, Public Speaking, Asset Protection, Alternative Investments, Wealth Accumulation, Series 65, Index products

Education
University of Massachusetts, Amherst   1982 — 1986
BA, Communications

Sharon High School

Strategic Coach

Evren Dinc Evren Dinc Greater New York City Area Details
Evren Dinc's Financial Solutions Group Experience September 2009 - December 2011
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte  August 2015 - Present
Deloitte  December 2011 - August 2015
Financial Solutions Group   September 2009 - December 2011
KPMG  2007 - 2008
Saint John's University  2005 - 2007

Skills
Auditing, SEC filings, Financial Accounting, CPA, Accounting, US GAAP, Internal Controls, External Audit, Financial Reporting, GAAP, Managerial Finance, Financial Audits, Consolidation, Accountants, Internal Audit, IFRS, Essbase, Sarbanes-Oxley Act, SEC Filings

Education
Saint John's University - Peter J. Tobin College of Business   2009 — 2010
MS, Taxation

Saint John's University - Peter J. Tobin College of Business   2004 — 2007
MBA, Accounting

Marmara Üniversitesi   1998 — 2002
BS, Banking and Insurance

Erika Marat, CPA Erika Marat, CPA Washington D.C. Metro Area Details
Erika Marat, CPA's Financial Solutions Group Experience January 2010 - June 2010
Job Auditor at E*TRADE Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation  September 2014 - Present
Dixon Hughes Goodman LLP  January 2013 - May 2013
Financial Solutions Group,  January 2010 - June 2010
UBS  January 2010 - May 2010
United States Congress  August 2009 - December 2009

Skills
Accounting, Financial Reporting, Financial Analysis, Management, Financial Statements, Microsoft Excel, Access, Tax Returns, Income Tax, ProSystem fx Tax, Tax, Finance, Auditing, external auditing, Nonprofit audit, A133 Audit, GAAP, Financial Accounting

Education
George Mason University   2009 — 2013
Bachelor of Science in Accounting

George Mason University - School of Business

Claire Burdett Claire Burdett San Francisco Bay Area Details
Claire Burdett's Financial Solutions Group Experience
Job Owner, Financial Solutions Group
Industry Program Development
Experience
Financial Solutions Group  

Skills
Strategic Planning, Public Speaking, Editing, Nonprofits, Marketing Strategy, Strategy, Program Development, Marketing, Entrepreneurship, Advertising, Fundraising, Coaching, Public Relations, Leadership Development

Education
Columbia University - Columbia Business School   1975 — 1977

Adam Fleckles Adam Fleckles Vail, Colorado Details
Adam Fleckles's Financial Solutions Group Experience August 2006 - June 2011
Job Associate Market Manager at Expedia, Inc.
Industry Hospitality
Experience
Expedia, Inc.   September 2014 - Present
Highline  May 2014 - September 2014
Hotel Castello di Casole   November 2013 - May 2014
The Sebastian - Vail - A Timbers Resort  February 2013 - November 2013
The Sebastian Vail A Timbers Resorts Hotel & Residence Club  November 2011 - February 2013
RideAway kayak   June 2011 - October 2011
Financial Solutions Group   August 2006 - June 2011
Organo Gold Healthy Beverages   August 2009 - October 2010
Image Plus Health Concepts   January 2009 - May 2010
MetLife Financial Services  June 2005 - July 2006

Skills
Marketing, Marketing Strategy, Investments, Email Marketing, Strategic Planning, Event Planning, Lead Generation, Sales, Market Research, Insurance, Social Media Marketing, Budgets, New Business Development, Business Development, Direct Marketing, Account Management, Customer Service, Forecasting, Training, Sales Process, Analysis, Leadership, Coaching, Salesforce.com, Finance, CRM

Education
Regis University   2008 — 2010
MBA, Professional Studies Program

Regis University   2008 — 2010
Master of Business Administration, Strategic Management

University of Massachusetts Dartmouth   2004 — 2006
Bachelors of Science, Marketing

University of Massachusetts Dartmouth   2004 — 2006
Bachelor of Science, Business Marketing

Claire Burdett Claire Burdett San Francisco Bay Area Details
Claire Burdett's Financial Solutions Group Experience
Job Principal at Financial Solutions Group
Industry Professional Training & Coaching
Experience
Financial Solutions Group  

Skills
Leadership Development, Coaching, Management Consulting, Strategic Planning, Organizational..., Public Speaking, Staff Development, Business Strategy, Personal Development, Workshop Facilitation, Program Management, Strategy

Education
Agnes Scott College
Bachelor of Arts (BA), English Literature

Columbia Business School
MBA

Rachel Crowley Rachel Crowley Columbia, Maryland Details
Rachel Crowley's Financial Solutions Group Experience August 2010 - May 2011
Job Research Assistant at Westat
Industry Museums and Institutions
Experience
Westat  July 2014 - Present
Westat  August 2011 - Present
Financial Solutions Group   August 2010 - May 2011
Eden Marketplace  August 2009 - September 2010
Morris Museum  September 2009 - December 2009
Institute of Museum Ethics   September 2009 - December 2009
Bonte Café   June 2009 - August 2009
Morris Museum  February 2009 - August 2009
Museum of Jewish Heritage  March 2009 - June 2009
Institute of Museum Ethics   September 2008 - December 2008

Skills
Public Speaking, Microsoft Office, Communication Skills, Research, Nonprofits, Editing, Community Outreach, Fundraising, Event Planning, Grant Writing, Data Analysis, Management, Teaching

Education
The Catholic University of America
Bachelor of Arts, Anthropology; Classical Civilizations

Ken Kovalchuk Ken Kovalchuk Greater Pittsburgh Area Details
Ken Kovalchuk's Financial Solutions Group Experience January 2012 - Present
Job National Accounts at Financial Solutions Group
Industry Financial Services
Experience
Financial Solutions Group   January 2012 - Present
Financial Solutions Group   1993 - February 2012
Walnut Street Securities  1990 - 1994

Education
Penn State University   1983 — 1987
Finance, Portfolio Security

Morgan Sullivan Morgan Sullivan Greater Seattle Area Details
Morgan Sullivan's Financial Solutions Group Experience July 2008 - July 2009
Job Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management  March 2015 - Present
Wells Fargo  February 2009 - Present
Financial Solutions Group   July 2008 - July 2009
Mismo Gymnastics   January 2005 - September 2008

Skills
Banking, Credit, Management

Education
University of Montana   2004 — 2008
Business Administration

Amanda Glover Amanda Glover McAllen, Texas Area Details
Amanda Glover's Financial Solutions Group Experience June 2002 - September 2009
Job Independent Insurance Professional
Industry Insurance
Experience
FINANCIAL SOLUTIONS GROUP   June 2002 - September 2009
FINANCIAL SOLUTIONS GROUP   June 2002 - September 2009

Education
The University of Texas-Pan American   1970 — 1974
BUSINESS

Lisa Hodgson Lisa Hodgson New Braunfels, Texas Details
Lisa Hodgson's Financial Solutions Group Experience August 2000 - March 2002
Job Administrative/Bookkeeping/CollectionsForeclosure Specialist
Industry Executive Office
Experience
United Trustee Services   August 2013 - May 2014
347 Group/RHI- Heritage Door and Snelson Companies   December 2012 - June 2013
Wells Fargo  August 2012 - December 2012
Wells Fargo Bank  July 2012 - August 2012
Allied Trustee Services   March 2002 - January 2012
Financial Solutions Group   August 2000 - March 2002
E.P.I. Leasing Co, Inc. A subsidiary of Feather River State Bank (now Umpqua Bank)   June 1997 - August 2000
Webco Distributing Co., Inc   January 1992 - June 1997

Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, QuickBooks, Access, AFS, Dunn & Bradstreet, Accounts Payable, Accounts Receivable, Customer Service, Administrative..., Credit Analysis, Loan Servicing

Education
Austin Community College

Texas State University

Jason Marler Jason Marler Mount Airy, Maryland Details
Jason Marler's Financial Solutions Group Experience January 2001 - Present
Job Managing Partner at Financial Solutions Group
Industry Insurance
Experience
Financial Solutions Group   January 2001 - Present

Skills
Disability Insurance, Draft Day Protection, Indvidual Disability, Key Man Coverage, Business Overhead..., Buy/Sell Coverage, Loan Indemnification...

Education
Towson University
Sports Studies