Financial Solutions Group
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23 Financial Solutions Group employees in database. Find out everything there's to know about Financial Solutions Group 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 Solutions Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
FINANCIAL SOLUTIONS GROUP June 2002 - September 2009
FINANCIAL SOLUTIONS GROUP June 2002 - September 2009
Education
The University of Texas-Pan American 1970 — 1974
BUSINESS
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
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