First Command Financial Planning
Industry: Company
DescriptionHeadquarters: Fort Worth, Texas, United States Founded: 1958 Subsidiaries: First Command Bank,
First Command Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Command Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Command Financial Planning Salaries. You can even request information on how much does First Command Financial Planning pay if you want to. Learn about salaries, pros and cons of working for First Command Financial Planning directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
383 First Command Financial Planning employees in database. Find out everything there's to know about First Command Financial Planning 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.
First Command Financial Planning Employees
Employee
Years
Job
Industry
Tim Schossow Tim Schossow's First Command Financial Planning Experience April 2010 - October 2011
Job Premier provider of protection, investment and income solutions needed for financial and retirement security.
Industry Financial Services
Experience
VALIC October 2011 - Present
First Command Financial Planning April 2010 - October 2011
Skills
Retirement Plans, Tax Shelters, Long Term Care, Long-term Care, Retirement, Finance, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Financial Planning, Asset Allocation, Investments, Series 63, Securities, Life Insurance, Portfolio Management, Financial Services
Education
Iowa State University
Bachelor Of Science, Computer Science
VALIC October 2011 - Present
First Command Financial Planning April 2010 - October 2011
Skills
Retirement Plans, Tax Shelters, Long Term Care, Long-term Care, Retirement, Finance, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Financial Planning, Asset Allocation, Investments, Series 63, Securities, Life Insurance, Portfolio Management, Financial Services
Education
Iowa State University
Bachelor Of Science, Computer Science
Ronn Rygg Ronn Rygg's First Command Financial Planning Experience February 2003 - December 2005
Job Chair, Mobility Advisory Committee for MontereySalinas Transit (MST)
Industry Nonprofit Organization Management
Experience
United Way Monterey County January 2009 - Present
Monterey Salinas Transit January 2011 - Present
City of Monterey March 2014 - Present
Save Our Shores February 2011 - January 2014
Save Our Shores May 2011 - July 2012
Nonprofit Alliance of Monterey County May 2009 - January 2012
Shelter Outreach Plus January 2006 - December 2008
First Command Financial Planning February 2003 - December 2005
Veterans Transition Center of Monterey County January 1998 - January 2003
Skills
Non-profits, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Research, Event Planning, Event Management, Program Management, Public Relations, Program Development, Program Evaluation, Grant Writing, Grants, Non-profit..., Leadership, Case Managment, Community Development, Organizational..., Nonprofits, Policy, Leadership Development, Strategic Planning, Social Services, Government, Public Policy, Policy Analysis, Staff Development, Training, Team Building, Analysis, Project Planning, Board Governance, Environmental Policy, Editing, Social Media, Data Analysis, Proposal Writing, Budgets, Data Management, Board Development, Sustainability, Community Engagement, Environmental Awareness, Workshop Facilitation, Community Organizing, Philanthropy, Teaching, Workforce Development, Political Campaigns
Education
California Lutheran University 1968 — 1972
Bachelor Degree, Geology
United Way Monterey County January 2009 - Present
Monterey Salinas Transit January 2011 - Present
City of Monterey March 2014 - Present
Save Our Shores February 2011 - January 2014
Save Our Shores May 2011 - July 2012
Nonprofit Alliance of Monterey County May 2009 - January 2012
Shelter Outreach Plus January 2006 - December 2008
First Command Financial Planning February 2003 - December 2005
Veterans Transition Center of Monterey County January 1998 - January 2003
Skills
Non-profits, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Research, Event Planning, Event Management, Program Management, Public Relations, Program Development, Program Evaluation, Grant Writing, Grants, Non-profit..., Leadership, Case Managment, Community Development, Organizational..., Nonprofits, Policy, Leadership Development, Strategic Planning, Social Services, Government, Public Policy, Policy Analysis, Staff Development, Training, Team Building, Analysis, Project Planning, Board Governance, Environmental Policy, Editing, Social Media, Data Analysis, Proposal Writing, Budgets, Data Management, Board Development, Sustainability, Community Engagement, Environmental Awareness, Workshop Facilitation, Community Organizing, Philanthropy, Teaching, Workforce Development, Political Campaigns
Education
California Lutheran University 1968 — 1972
Bachelor Degree, Geology
Mary Lasch Mary Lasch's First Command Financial Planning Experience January 2010 - August 2010
Job RPO Program Delivery Lead
Industry Management Consulting
Experience
ManpowerGroup August 2012 - Present
CIBER, Inc. August 2010 - March 2012
First Command Financial Planning January 2010 - August 2010
Front Line Solutions Inc. July 2004 - March 2010
United States Air Force March 1984 - July 2004
Skills
DoD, Talent Acquisition, Strategy, Leadership Development, Human Resources, Training, Management, Military Experience, Business Development, Air Force, Defense, Military, Interviews, Requirements Analysis, Leadership, Recruiting, Program Management, Security Clearance, Personnel Management, Command, Government, Army, Process Improvement, Military Operations, Marketing, Proposal Writing, Systems Engineering, Integration, Technical Writing, Policy, Organizational..., Government Contracting, Networking, Team Building, Strategic Planning, Outsourcing, Analysis, Security
Education
Community College of the US Air Force
Health Services Management
Regis University
Communications
ManpowerGroup August 2012 - Present
CIBER, Inc. August 2010 - March 2012
First Command Financial Planning January 2010 - August 2010
Front Line Solutions Inc. July 2004 - March 2010
United States Air Force March 1984 - July 2004
Skills
DoD, Talent Acquisition, Strategy, Leadership Development, Human Resources, Training, Management, Military Experience, Business Development, Air Force, Defense, Military, Interviews, Requirements Analysis, Leadership, Recruiting, Program Management, Security Clearance, Personnel Management, Command, Government, Army, Process Improvement, Military Operations, Marketing, Proposal Writing, Systems Engineering, Integration, Technical Writing, Policy, Organizational..., Government Contracting, Networking, Team Building, Strategic Planning, Outsourcing, Analysis, Security
Education
Community College of the US Air Force
Health Services Management
Regis University
Communications
Amy J Riordan's First Command Financial Planning Experience 2007 - 2008
Job Assistant Professor of Communications at Bethany College
Industry Higher Education
Experience
Bethany College July 2014 - Present
Texas Christian University August 2012 - Present
Salina Area Technical College August 2013 - May 2014
Texas Christian University August 2009 - May 2012
Tarrant County College January 2006 - May 2009
Texas Woman's University August 2008 - December 2008
First Command Financial Planning 2007 - 2008
Univeristy of Texas at Arlington August 2003 - May 2005
Skills
Teaching, Higher Education, Aural Rhetoric, Composition Theory, Writing, Editing, Technical Writing, Shakespeare, Modern Drama, History, Public Speaking, Research, Qualitative Research, Literature, University Teaching, Curriculum Design, Curriculum Development, College Teaching, Composition, Analysis, Tutoring
Education
Texas Christian University 2008 — 2016
Doctor of Philosophy (Ph.D.), Rhetoric & Composition
The University of Texas at Arlington 2003 — 2005
Master of Arts (M.A.), English
Bethany College
Bachelor of Arts (B.A.), English and Music
Bethany College July 2014 - Present
Texas Christian University August 2012 - Present
Salina Area Technical College August 2013 - May 2014
Texas Christian University August 2009 - May 2012
Tarrant County College January 2006 - May 2009
Texas Woman's University August 2008 - December 2008
First Command Financial Planning 2007 - 2008
Univeristy of Texas at Arlington August 2003 - May 2005
Skills
Teaching, Higher Education, Aural Rhetoric, Composition Theory, Writing, Editing, Technical Writing, Shakespeare, Modern Drama, History, Public Speaking, Research, Qualitative Research, Literature, University Teaching, Curriculum Design, Curriculum Development, College Teaching, Composition, Analysis, Tutoring
Education
Texas Christian University 2008 — 2016
Doctor of Philosophy (Ph.D.), Rhetoric & Composition
The University of Texas at Arlington 2003 — 2005
Master of Arts (M.A.), English
Bethany College
Bachelor of Arts (B.A.), English and Music
Lou Leyes, MBA Lou Leyes, MBA's First Command Financial Planning Experience February 2003 - February 2009
Job Financial Coach | Helping People Make Smarter Choices about Money | The Stages Companies
Industry Financial Services
Experience
Stages Financial Group, LLC February 2015 - Present
Trusted Wealth Advisors February 2009 - February 2015
First Command Financial Planning February 2003 - February 2009
Oldcastle March 2002 - February 2003
Texas Instruments August 1996 - March 2002
Sensata Technologies August 1996 - March 2002
US Navy May 1989 - August 1996
Skills
Coaching, Leadership, Small Business, Risk Management, Team Building, Public Speaking, Personal Development, Business Strategy, Training, Strategic Planning, Process Improvement, Management, Business Planning, Team Leadership, Customer Service, Project Management, Insurance, Sales, Strategic Financial..., Debt Elimination, Leadership Development, I'm restricted in what...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Strategic Planning, Marketing and Leadership
University of Pennsylvania 1985 — 1989
BSE, Mechanical Engineering
Farmingdale High School 1981 — 1985
Stages Financial Group, LLC February 2015 - Present
Trusted Wealth Advisors February 2009 - February 2015
First Command Financial Planning February 2003 - February 2009
Oldcastle March 2002 - February 2003
Texas Instruments August 1996 - March 2002
Sensata Technologies August 1996 - March 2002
US Navy May 1989 - August 1996
Skills
Coaching, Leadership, Small Business, Risk Management, Team Building, Public Speaking, Personal Development, Business Strategy, Training, Strategic Planning, Process Improvement, Management, Business Planning, Team Leadership, Customer Service, Project Management, Insurance, Sales, Strategic Financial..., Debt Elimination, Leadership Development, I'm restricted in what...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Strategic Planning, Marketing and Leadership
University of Pennsylvania 1985 — 1989
BSE, Mechanical Engineering
Farmingdale High School 1981 — 1985
Peter Cato's First Command Financial Planning Experience July 2010 - June 2012
Job Community Manager at Burkely Communities
Industry Real Estate
Experience
Burkely Communities April 2013 - Present
Mid-America Apartment Communities December 2012 - April 2013
First Command Financial Planning July 2010 - June 2012
American Campus Communities December 2008 - July 2010
College Park Communities/ American Campus Communities April 2005 - December 2008
Skills
Customer Service, Customer Satisfaction, Leasing, CRM, ERP, Sales, Marketing, Selling, Strategic Planning, Sales Management, Apartments, Real Estate, Financial Analysis, Management, Leadership, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Finance, Marketing Strategy, Training
Education
Georgia Southern University - College of Business Administration 2004 — 2010
BBA, Marketing with emphasis in Sales and Sales Management
Burkely Communities April 2013 - Present
Mid-America Apartment Communities December 2012 - April 2013
First Command Financial Planning July 2010 - June 2012
American Campus Communities December 2008 - July 2010
College Park Communities/ American Campus Communities April 2005 - December 2008
Skills
Customer Service, Customer Satisfaction, Leasing, CRM, ERP, Sales, Marketing, Selling, Strategic Planning, Sales Management, Apartments, Real Estate, Financial Analysis, Management, Leadership, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Finance, Marketing Strategy, Training
Education
Georgia Southern University - College of Business Administration 2004 — 2010
BBA, Marketing with emphasis in Sales and Sales Management
Traci Marques's First Command Financial Planning Experience March 2008 - July 2012
Job Customer Service and Community Relations Director at Pikes Peak Workforce Center
Industry Government Relations
Experience
Pikes Peak Workforce Center May 2014 - Present
Pikes Peak Workforce Center July 2012 - Present
First Command Financial Planning March 2008 - July 2012
First Command Financial Planning January 2001 - December 2004
ERA Shields Real Estate July 1996 - June 2000
Skills
Applicant Tracking..., Career Counseling, Coaching, Customer Service, College Recruiting, DoD, Employee Benefits, Employee Relations, Employee Training, Government, HRIS, Human Resources, Interviews, Job Fairs, Job Search, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Office, Military, Networking, Onboarding, Organizational..., Outlook, Performance Management, Policy, PowerPoint, Process Improvement, Program Management, Public Speaking, Recruiting, Resume Writing, Security, Security Clearance, Sourcing, Strategic Planning, Talent Acquisition, Team Building, Team Leadership, Technical Recruiting, Training
Education
Indiana University Bloomington
BA, Telecommunications Management
Pikes Peak Workforce Center May 2014 - Present
Pikes Peak Workforce Center July 2012 - Present
First Command Financial Planning March 2008 - July 2012
First Command Financial Planning January 2001 - December 2004
ERA Shields Real Estate July 1996 - June 2000
Skills
Applicant Tracking..., Career Counseling, Coaching, Customer Service, College Recruiting, DoD, Employee Benefits, Employee Relations, Employee Training, Government, HRIS, Human Resources, Interviews, Job Fairs, Job Search, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Office, Military, Networking, Onboarding, Organizational..., Outlook, Performance Management, Policy, PowerPoint, Process Improvement, Program Management, Public Speaking, Recruiting, Resume Writing, Security, Security Clearance, Sourcing, Strategic Planning, Talent Acquisition, Team Building, Team Leadership, Technical Recruiting, Training
Education
Indiana University Bloomington
BA, Telecommunications Management
Sara Mohtashamipour Sara Mohtashamipour's First Command Financial Planning Experience January 2004 - February 2007
Job Senior Sales Consultant
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Hitachi Consulting February 2012 - July 2015
Goodman Networks 2009 - February 2012
AZZ Incorporated 2007 - 2009
First Command Financial Planning January 2004 - February 2007
eStar Technologies 2007 - 2007
Skills
Process Improvement, Problem Solving, Business Process..., Cross-functional Team..., Metrics, Visio, SDLC, Integration, Business Process, Project Management, Software Documentation, Oracle E-Business Suite, Oracle, Vendor Management, Oracle Applications, Solution Architecture, Requirements Gathering, Telecommunications, Testing, Management, Project Planning, Program Management, Requirements Analysis, Oracle HR, Training, Business Analysis, ERP, User Acceptance Testing, Strategy, Business Intelligence, Systems Analysis, SharePoint, PMP, Software Project..., Databases, Order Management, Business Requirements, IT Strategy, Data Warehousing, Data Migration, Business Process..., MS Project, Enterprise Architecture, Procure-to-Pay, Enterprise Software, Business Process Design, PMO, CRM, OBIEE, Procurement
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2010
Entrepreneurship, MBA
The University of Texas at Arlington - College of Business 2009 — 2010
MBA, Professional MBA - Cohort
The University of Texas at Arlington 2003 — 2007
BS, Management Information Systems
Niayesh
Diploma, Math
Oracle July 2015 - Present
Hitachi Consulting February 2012 - July 2015
Goodman Networks 2009 - February 2012
AZZ Incorporated 2007 - 2009
First Command Financial Planning January 2004 - February 2007
eStar Technologies 2007 - 2007
Skills
Process Improvement, Problem Solving, Business Process..., Cross-functional Team..., Metrics, Visio, SDLC, Integration, Business Process, Project Management, Software Documentation, Oracle E-Business Suite, Oracle, Vendor Management, Oracle Applications, Solution Architecture, Requirements Gathering, Telecommunications, Testing, Management, Project Planning, Program Management, Requirements Analysis, Oracle HR, Training, Business Analysis, ERP, User Acceptance Testing, Strategy, Business Intelligence, Systems Analysis, SharePoint, PMP, Software Project..., Databases, Order Management, Business Requirements, IT Strategy, Data Warehousing, Data Migration, Business Process..., MS Project, Enterprise Architecture, Procure-to-Pay, Enterprise Software, Business Process Design, PMO, CRM, OBIEE, Procurement
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2010
Entrepreneurship, MBA
The University of Texas at Arlington - College of Business 2009 — 2010
MBA, Professional MBA - Cohort
The University of Texas at Arlington 2003 — 2007
BS, Management Information Systems
Niayesh
Diploma, Math
Craige Johnson's First Command Financial Planning Experience February 2012 - October 2014
Job Desktop Support Administrator at CiCi's Pizza
Industry Financial Services
Experience
CiCi's Pizza January 2015 - Present
First Command Financial Planning February 2012 - October 2014
First Command Financial Services August 2009 - February 2012
Skills
Computer Hardware, User Provisioning, Printers, Business Networking, Home Networking, System Deployment, System Administration, Visio, Active Directory, IIS, SharePoint, Windows Server, Team Building, Software Documentation, Leadership, Technical Support, Process Improvement
Education
Parks College 2000 — 2002
Associate's degree, Network and System Administration/Administrator
DePauw University 1993 — 1996
East Asian Studies
CiCi's Pizza January 2015 - Present
First Command Financial Planning February 2012 - October 2014
First Command Financial Services August 2009 - February 2012
Skills
Computer Hardware, User Provisioning, Printers, Business Networking, Home Networking, System Deployment, System Administration, Visio, Active Directory, IIS, SharePoint, Windows Server, Team Building, Software Documentation, Leadership, Technical Support, Process Improvement
Education
Parks College 2000 — 2002
Associate's degree, Network and System Administration/Administrator
DePauw University 1993 — 1996
East Asian Studies
April Langwell April Langwell's First Command Financial Planning Experience 1996 - 1996
Job Director of Public Affairs, United States Navy, Commander Navy Region Southwest
Industry Military
Experience
United States Navy, Commander Navy Region Southwest April 2015 - Present
United States Navy, Commander Navy Region Southwest January 2013 - April 2015
FBI February 2005 - January 2013
University of California San Diego June 2002 - February 2005
First Command Financial Planning 1996 - 1996
Onslow County School District 1994 - 1995
U.S. House of Representatives 1993 - 1993
University of Missouri 1990 - 1993
Skills
Public Speaking, Government, Non-profits, Crisis Management, Community Outreach, Media Relations, Policy, Press Releases, Community Development, Public Relations, Military, Public Affairs, Public Policy, Crisis Communications, Emergency Management, Enforcement, Homeland Security, Spokesperson, Military Operations, Navy, Leadership Development, Strategic Communications, National Security, DoD, Operational Planning, Leadership, Security Clearance, Counterterrorism, Event Management, Intelligence Analysis, International Relations, Defense, Nonprofits, Legislative Relations, Command, Force Protection, Interagency Coordination, Military Experience, Intelligence, Politics, Disaster Response, Counterintelligence, Organizational..., Tactics, Special Operations, Speech Writing, Policy Analysis, Top Secret, HUMINT, Security
Education
United States Marine Corps Command & Staff College 2012 — 2014
Central Michigan University 2002 — 2004
M.A., Adult Education
University of Missouri-Columbia 1990 — 1994
B.A., Political Science
Universidad de las Americas 1992 — 1992
Spanish, Mexican History and Politics
United States Navy, Commander Navy Region Southwest April 2015 - Present
United States Navy, Commander Navy Region Southwest January 2013 - April 2015
FBI February 2005 - January 2013
University of California San Diego June 2002 - February 2005
First Command Financial Planning 1996 - 1996
Onslow County School District 1994 - 1995
U.S. House of Representatives 1993 - 1993
University of Missouri 1990 - 1993
Skills
Public Speaking, Government, Non-profits, Crisis Management, Community Outreach, Media Relations, Policy, Press Releases, Community Development, Public Relations, Military, Public Affairs, Public Policy, Crisis Communications, Emergency Management, Enforcement, Homeland Security, Spokesperson, Military Operations, Navy, Leadership Development, Strategic Communications, National Security, DoD, Operational Planning, Leadership, Security Clearance, Counterterrorism, Event Management, Intelligence Analysis, International Relations, Defense, Nonprofits, Legislative Relations, Command, Force Protection, Interagency Coordination, Military Experience, Intelligence, Politics, Disaster Response, Counterintelligence, Organizational..., Tactics, Special Operations, Speech Writing, Policy Analysis, Top Secret, HUMINT, Security
Education
United States Marine Corps Command & Staff College 2012 — 2014
Central Michigan University 2002 — 2004
M.A., Adult Education
University of Missouri-Columbia 1990 — 1994
B.A., Political Science
Universidad de las Americas 1992 — 1992
Spanish, Mexican History and Politics
Brad Berger, CFP®, CLF® Brad Berger, CFP®, CLF®'s First Command Financial Planning Experience July 1991 - October 2008
Job Managing Partner and Owner, Cornerstone Financial Strategies
Industry Financial Services
Experience
Author June 2015 - Present
Cornerstone Financial Strategies LLC January 2009 - Present
LPL January 2009 - Present
Pay Yourself First, LLC January 2005 - Present
First Command Financial Services July 1991 - October 2008
First Command Financial Planning July 1991 - October 2008
Skills
Thank you for endorsing..., Securities, Financial Planning, Retirement Planning, Estate Planning, Business Planning, Business Strategy, Insurance, Tax, Risk Management, Retirement, Series 7, Wealth Management, Investments, Small Business, Annuities, Strategic Financial..., Fixed Annuities, FINRA, Financial Services, Financial Planners, Mutual Funds, Long Term Care Insurance, Financial Advisory, Wealth, Asset Allocation, Investment Strategies, Asset Management, Series 63
Education
Learning Institute for Financial Executives 2009 — 2009
Retirement Distribution and Taxation Protection
The American College 2006 — 2007
CLF, Leadership
College for Financial Planning 2003 — 2005
CFP, Financial Planning
United States Military Academy at West Point 1983 — 1987
B.S., Computer Science
Author June 2015 - Present
Cornerstone Financial Strategies LLC January 2009 - Present
LPL January 2009 - Present
Pay Yourself First, LLC January 2005 - Present
First Command Financial Services July 1991 - October 2008
First Command Financial Planning July 1991 - October 2008
Skills
Thank you for endorsing..., Securities, Financial Planning, Retirement Planning, Estate Planning, Business Planning, Business Strategy, Insurance, Tax, Risk Management, Retirement, Series 7, Wealth Management, Investments, Small Business, Annuities, Strategic Financial..., Fixed Annuities, FINRA, Financial Services, Financial Planners, Mutual Funds, Long Term Care Insurance, Financial Advisory, Wealth, Asset Allocation, Investment Strategies, Asset Management, Series 63
Education
Learning Institute for Financial Executives 2009 — 2009
Retirement Distribution and Taxation Protection
The American College 2006 — 2007
CLF, Leadership
College for Financial Planning 2003 — 2005
CFP, Financial Planning
United States Military Academy at West Point 1983 — 1987
B.S., Computer Science
Joanna Capps's First Command Financial Planning Experience May 2010 - October 2010
Job Director of Youth Ministry at Grace United Methodist Church
Industry Religious Institutions
Experience
Grace United Methodist Church July 2014 - Present
Mary Kay Inc. October 2013 - September 2014
The Limited January 2014 - May 2014
Langley Air Force Base August 2013 - October 2013
Emma Rhodes April 2011 - May 2013
Menwith Hill Youth Center January 2011 - January 2013
First Command Financial Planning May 2010 - October 2010
Mount Zion United Methodist Church May 2009 - November 2009
Skills
Youth Ministry, Theatre, Acting, Bible teaching, Outstanding..., Recruiting, Motivational Speaking, Dance, Filing, Creative Writing
Education
Campbell University 2006 — 2009
Bachelor of Arts (BA), Theatre/Drama in Christian Ministry, 3.4
East Carolina University 2005 — 2006
N/A, Musical Theatre, N/A
Kinston High School 2001 — 2005
GED
Grace United Methodist Church July 2014 - Present
Mary Kay Inc. October 2013 - September 2014
The Limited January 2014 - May 2014
Langley Air Force Base August 2013 - October 2013
Emma Rhodes April 2011 - May 2013
Menwith Hill Youth Center January 2011 - January 2013
First Command Financial Planning May 2010 - October 2010
Mount Zion United Methodist Church May 2009 - November 2009
Skills
Youth Ministry, Theatre, Acting, Bible teaching, Outstanding..., Recruiting, Motivational Speaking, Dance, Filing, Creative Writing
Education
Campbell University 2006 — 2009
Bachelor of Arts (BA), Theatre/Drama in Christian Ministry, 3.4
East Carolina University 2005 — 2006
N/A, Musical Theatre, N/A
Kinston High School 2001 — 2005
GED
Candice Whitaker's First Command Financial Planning Experience November 2002 - August 2005
Job Medical Office Specialist
Industry Medical Practice
Experience
Carolina Women's Health March 2008 - June 2010
Patient First May 2006 - February 2008
First Command Financial Planning November 2002 - August 2005
Skills
Customer Service, Microsoft Office, Healthcare, Scheduling, Data Entry, Teamwork, Medical Terminology, Appointment Scheduling, Health Insurance, Medical Records, Insurance, Medical Office, Microsoft Excel, Medical Billing, HIPAA, CPT, ICD-9, EMR, Invoicing, Process Scheduler
Education
ECPI University 2004 — 2006
AAS, Medical Administration
Carolina Women's Health March 2008 - June 2010
Patient First May 2006 - February 2008
First Command Financial Planning November 2002 - August 2005
Skills
Customer Service, Microsoft Office, Healthcare, Scheduling, Data Entry, Teamwork, Medical Terminology, Appointment Scheduling, Health Insurance, Medical Records, Insurance, Medical Office, Microsoft Excel, Medical Billing, HIPAA, CPT, ICD-9, EMR, Invoicing, Process Scheduler
Education
ECPI University 2004 — 2006
AAS, Medical Administration
Charles Carver Charles Carver's First Command Financial Planning Experience November 2011 - August 2012
Job General Manager / Owner at ReTrans, Montgomery
Industry Logistics and Supply Chain
Experience
ReTrans, Inc. September 2014 - Present
Audax Partners, LLC 2008 - Present
ReTrans, Inc. May 2014 - September 2014
US Air Force Reserve March 2008 - July 2014
First Command Financial Planning November 2011 - August 2012
Merrill Lynch February 2011 - June 2011
SABIC Innovative Plastics August 2008 - April 2009
Gexpro February 2008 - July 2008
United States Air Force June 1994 - February 2008
Skills
Analytical Problem..., Strong Interpersonal..., Experienced & Detailed..., Empathic Instructor, Skilled Communicator, Organized and Adaptable, International Expertise, German Language, Alabama Health & Life..., FINRA Series 7 License, FINRA Series 66 License, Top Secret Security..., Problem Solving, Life Insurance, Security Clearance, Adaptability, DoD, Social Skills, Air Force, Military, FINRA, Command, Military Experience, Operations Management, Team Building, German, Emergency Management, Training, Defense, Logistics, Special Operations, Military Logistics, Organizational..., Process Improvement, Project Planning, Security, Government, Risk Management
Education
United States Air Force Academy 1990 — 1994
BS, Engineering Core / German
Marion Military Institute 1989 — 1990
ReTrans, Inc. September 2014 - Present
Audax Partners, LLC 2008 - Present
ReTrans, Inc. May 2014 - September 2014
US Air Force Reserve March 2008 - July 2014
First Command Financial Planning November 2011 - August 2012
Merrill Lynch February 2011 - June 2011
SABIC Innovative Plastics August 2008 - April 2009
Gexpro February 2008 - July 2008
United States Air Force June 1994 - February 2008
Skills
Analytical Problem..., Strong Interpersonal..., Experienced & Detailed..., Empathic Instructor, Skilled Communicator, Organized and Adaptable, International Expertise, German Language, Alabama Health & Life..., FINRA Series 7 License, FINRA Series 66 License, Top Secret Security..., Problem Solving, Life Insurance, Security Clearance, Adaptability, DoD, Social Skills, Air Force, Military, FINRA, Command, Military Experience, Operations Management, Team Building, German, Emergency Management, Training, Defense, Logistics, Special Operations, Military Logistics, Organizational..., Process Improvement, Project Planning, Security, Government, Risk Management
Education
United States Air Force Academy 1990 — 1994
BS, Engineering Core / German
Marion Military Institute 1989 — 1990
Jim Guthrie Jim Guthrie's First Command Financial Planning Experience June 2010 - July 2011
Job Managing Director of Institutional Relationships / Executive Committee Member at Supernova Companies
Industry Financial Services
Experience
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Supernova Companies June 2015 - Present
Promus Capital, LLC January 2014 - Present
David A. Noyes & Company August 2011 - November 2013
First Command Financial Planning June 2010 - July 2011
UBS January 2008 - March 2010
UBS April 2007 - December 2007
Merrill Lynch Global Wealth Management June 2000 - April 2007
Garda May 1988 - December 1999
Skills
Wealth Management, Investments, Strategic Financial..., Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management, Portfolio Management, Retirement Planning, Strategy, Mergers & Acquisitions, Coaching, Training, Recruiting, Talent Acquisition, Management, Private Equity, Entrepreneurship, Series 63, Financial Services, Asset Allocation, Financial Analysis, Alternative Investments, Mutual Funds, Credit, Asset Management, Team Building, Fixed Annuities, Sales Management, Finance, Loans, Financial Advisory, Insurance, Equities, Morningstar, Series 7, Fixed Income, Retirement, Wealth, Investment Advisory, Investment Banking, Investment Strategies, Risk Management, Bonds, Estate Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
DePaul University College of Law 1983 — 1987
J.D, Law
University of California, Berkeley
B.A, Political Science
Rich East High School 1974 — 1978
Caroline Dentino Caroline Dentino's First Command Financial Planning Experience May 2007 - September 2009
Job Vice President of Business Development at Land Services USA, Inc.
Industry Real Estate
Experience
Land Services USA March 2014 - Present
First American Title February 2012 - February 2014
Dynasty Advisors September 2009 - February 2012
First Command Financial Planning May 2007 - September 2009
Skills
Aggressive, Determined, Social, Mutual Funds, Analysis, Small Business, Securities, Insurance, Investments, Strategy, 401k, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Mortgage Lending, Real Estate Transactions, Disability Insurance, Life Insurance, Series 6, Loans, Financial Analysis, Estate Planning, Retirement, Retirement Planning, Property & Casualty..., Finance
Education
East Carolina University - College of Business 2004 — 2008
BSBA, Management
Land Services USA March 2014 - Present
First American Title February 2012 - February 2014
Dynasty Advisors September 2009 - February 2012
First Command Financial Planning May 2007 - September 2009
Skills
Aggressive, Determined, Social, Mutual Funds, Analysis, Small Business, Securities, Insurance, Investments, Strategy, 401k, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Mortgage Lending, Real Estate Transactions, Disability Insurance, Life Insurance, Series 6, Loans, Financial Analysis, Estate Planning, Retirement, Retirement Planning, Property & Casualty..., Finance
Education
East Carolina University - College of Business 2004 — 2008
BSBA, Management
Randy Gallas, CLTC, LTCP Randy Gallas, CLTC, LTCP's First Command Financial Planning Experience June 1996 - June 2005
Job Owner LongTerm Care Insurance Agency, LLC
Industry Insurance
Experience
Long-Term Care Insurance Agency, LLC October 2009 - Present
Long-Term Care Insurance Agency, LLC June 2005 - Present
First Command Financial Planning June 1996 - June 2005
United States Air Force June 1986 - May 1996
Skills
Long-term Care, Long Term Care Insurance, Strategic Financial..., Financial Advisory, Fixed Annuities, Disability Insurance, Risk Management, Insurance, Health Insurance, Retirement, Term Life Insurance, Commercial Insurance, Employee Benefits, Asset Protection, Brokers, Life Insurance, Universal Life, Medicare, Critical Illness, IRAs, Whole Life, Retirement Planning, Financial Planners, Property & Casualty..., Estate Planning, Roth IRA, 401k, Financial Planning
Education
Air Force Institute of Technology-Graduate School of Engineering & Management 1980 — 1982
Master of Science, Strategic and Tactical Science
The Pennsylvania State University 1967 — 1971
Operational Research, Strategic and Tactical Science
Long-Term Care Insurance Agency, LLC October 2009 - Present
Long-Term Care Insurance Agency, LLC June 2005 - Present
First Command Financial Planning June 1996 - June 2005
United States Air Force June 1986 - May 1996
Skills
Long-term Care, Long Term Care Insurance, Strategic Financial..., Financial Advisory, Fixed Annuities, Disability Insurance, Risk Management, Insurance, Health Insurance, Retirement, Term Life Insurance, Commercial Insurance, Employee Benefits, Asset Protection, Brokers, Life Insurance, Universal Life, Medicare, Critical Illness, IRAs, Whole Life, Retirement Planning, Financial Planners, Property & Casualty..., Estate Planning, Roth IRA, 401k, Financial Planning
Education
Air Force Institute of Technology-Graduate School of Engineering & Management 1980 — 1982
Master of Science, Strategic and Tactical Science
The Pennsylvania State University 1967 — 1971
Operational Research, Strategic and Tactical Science
Robert Rausch Robert Rausch's First Command Financial Planning Experience 1993 - Present
Job District Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 1993 - Present
US Air Force September 1973 - September 1993
Skills
Private Pilot, Flyfishing, Recruiting
Education
Embry-Riddle Aeronautical University 1981 — 1983
MS Aviation Mgmt
Miami University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Aviation
Miami University 1969 — 1973
BS Aeronautics
First Command Financial Planning 1993 - Present
US Air Force September 1973 - September 1993
Skills
Private Pilot, Flyfishing, Recruiting
Education
Embry-Riddle Aeronautical University 1981 — 1983
MS Aviation Mgmt
Miami University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Aviation
Miami University 1969 — 1973
BS Aeronautics
Annell Becker Annell Becker's First Command Financial Planning Experience 2006 - 2011
Job Teacher at Barren County Middle School
Industry Health, Wellness and Fitness
Experience
Zija, Int'l: www.adbecker.myzijastory.com February 2011 - Present
Barren County Middle School August 2005 - Present
First Command Financial Planning 2006 - 2011
US Army August 1983 - October 2003
FORSCOM 1997 - 2000
Skills
Army, Military, Military Operations, DoD, Security Clearance, Command, Military Logistics, Military Experience, Government, Operations Management, Defense, Operational Planning, Team Building, Government Contracting, Weapons, National Security, Intelligence Analysis, Leadership Development, Logistics, Program Management, Project Planning, Public Speaking, Team Leadership, Software Documentation, Coaching, Process Improvement, Teaching, Change Management, Analysis, Leadership, Information Assurance, Organizational..., Supervisory Skills, Training, Top Secret, Force Protection, Mission Oriented
Education
Embry-Riddle Aeronautical University 1989 — 1991
Master's, Aeronautical Science
Georgetown College 1979 — 1983
Bachelor of Science (B.S.)
Zija, Int'l: www.adbecker.myzijastory.com February 2011 - Present
Barren County Middle School August 2005 - Present
First Command Financial Planning 2006 - 2011
US Army August 1983 - October 2003
FORSCOM 1997 - 2000
Skills
Army, Military, Military Operations, DoD, Security Clearance, Command, Military Logistics, Military Experience, Government, Operations Management, Defense, Operational Planning, Team Building, Government Contracting, Weapons, National Security, Intelligence Analysis, Leadership Development, Logistics, Program Management, Project Planning, Public Speaking, Team Leadership, Software Documentation, Coaching, Process Improvement, Teaching, Change Management, Analysis, Leadership, Information Assurance, Organizational..., Supervisory Skills, Training, Top Secret, Force Protection, Mission Oriented
Education
Embry-Riddle Aeronautical University 1989 — 1991
Master's, Aeronautical Science
Georgetown College 1979 — 1983
Bachelor of Science (B.S.)
Joshua Kohler Joshua Kohler's First Command Financial Planning Experience May 2011 - July 2011
Job Real Estate Manager at Tuesday Morning
Industry Commercial Real Estate
Experience
Tuesday Morning April 2013 - Present
Tuesday Morning September 2012 - April 2013
JPMorgan Chase February 2012 - May 2012
Abilene Christian University February 2011 - December 2011
S.T.A.R Student Led Stock Fund March 2010 - December 2011
First Command Financial Planning May 2011 - July 2011
Skills
Word, Access, Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Peachtree, Financial Reporting, Financial Analysis, Outlook, Private Equity, Data Analysis, Budget, Leadership, Auditing
Education
Abilene Christian University 2008 — 2011
Financial Management, Accounting, Finance
The University of Texas at San Antonio 2007 — 2008
Business, Business Administration
Tuesday Morning April 2013 - Present
Tuesday Morning September 2012 - April 2013
JPMorgan Chase February 2012 - May 2012
Abilene Christian University February 2011 - December 2011
S.T.A.R Student Led Stock Fund March 2010 - December 2011
First Command Financial Planning May 2011 - July 2011
Skills
Word, Access, Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Peachtree, Financial Reporting, Financial Analysis, Outlook, Private Equity, Data Analysis, Budget, Leadership, Auditing
Education
Abilene Christian University 2008 — 2011
Financial Management, Accounting, Finance
The University of Texas at San Antonio 2007 — 2008
Business, Business Administration
Hank Presecan, PMP Hank Presecan, PMP's First Command Financial Planning Experience September 2002 - March 2006
Job Vice President at BRTRC Federal Solutions. Servant Leader and one of the good guys.
Industry Military
Experience
BRTRC Federal Solutions August 2008 - Present
United States Marine Corps January 2014 - Present
BRTRC Federal Solutions November 2010 - Present
United States Marine Corps January 2011 - January 2014
United States Marine Corps September 2009 - December 2010
BRTRC Federal Solutions March 2009 - April 2010
United States Marine Corps June 2008 - September 2009
United States Marine Corps March 2007 - May 2008
Ryan Homes September 2005 - March 2007
First Command Financial Planning September 2002 - March 2006
Skills
Military, Project Management, Leadership, Leadership Development, Operational Planning, Government, Team Leadership, Training, Project Planning, Command, Proposal Writing, Program Management, Analysis, Organizational..., Strategic Planning, Team Building, DoD, Management, Security Clearance, Army, Change Management, National Security, Defense, Integration, Government Contracting, Military Operations, PMP, Intelligence, Military Experience, Information Assurance, Military Logistics, Navy, Tactics
Education
Air War College 2013 — 2016
Senior Level School, Military Joint Operations Planning and Strategy
Joint Forces Staff College 2010 — 2012
Joint Professional Military Education II, Military Joint Operations Planning and Strategy
Command and Staff College, United States Marine Corps 2006 — 2007
MS, Information and Telecommunications Systems Management
Capitol College 2000 — 2002
MS, Information and Telecommunication Systems Management
United States Naval Academy 1991 — 1995
BS, Ocean Engineering
BRTRC Federal Solutions August 2008 - Present
United States Marine Corps January 2014 - Present
BRTRC Federal Solutions November 2010 - Present
United States Marine Corps January 2011 - January 2014
United States Marine Corps September 2009 - December 2010
BRTRC Federal Solutions March 2009 - April 2010
United States Marine Corps June 2008 - September 2009
United States Marine Corps March 2007 - May 2008
Ryan Homes September 2005 - March 2007
First Command Financial Planning September 2002 - March 2006
Skills
Military, Project Management, Leadership, Leadership Development, Operational Planning, Government, Team Leadership, Training, Project Planning, Command, Proposal Writing, Program Management, Analysis, Organizational..., Strategic Planning, Team Building, DoD, Management, Security Clearance, Army, Change Management, National Security, Defense, Integration, Government Contracting, Military Operations, PMP, Intelligence, Military Experience, Information Assurance, Military Logistics, Navy, Tactics
Education
Air War College 2013 — 2016
Senior Level School, Military Joint Operations Planning and Strategy
Joint Forces Staff College 2010 — 2012
Joint Professional Military Education II, Military Joint Operations Planning and Strategy
Command and Staff College, United States Marine Corps 2006 — 2007
MS, Information and Telecommunications Systems Management
Capitol College 2000 — 2002
MS, Information and Telecommunication Systems Management
United States Naval Academy 1991 — 1995
BS, Ocean Engineering
David Lamp, CFP® David Lamp, CFP®'s First Command Financial Planning Experience March 2004 - June 2007
Job Senior Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones November 2011 - Present
BBJS Financial Advisors, LLC October 2007 - November 2011
First Command Financial Planning March 2004 - June 2007
Skills
Investments, Tax Strategies, Charitable Giving..., Risk Management, Financial Planning, Wealth Management, Retirement Planning, Philanthropy, Estate Planning, Wealth Transfer, Tax Preparation, Strategy, Tax, Strategic Financial..., Wealth, Wealth Management..., Finance, Financial Advisory, Entrepreneurship, Asset Allocation, Portfolio Management, Management
Education
College for Financial Planning 2007 — 2007
Financial Planning
University of Arizona 1991 — 1995
Bachelor of Science, Business Administration
Brighton Jones November 2011 - Present
BBJS Financial Advisors, LLC October 2007 - November 2011
First Command Financial Planning March 2004 - June 2007
Skills
Investments, Tax Strategies, Charitable Giving..., Risk Management, Financial Planning, Wealth Management, Retirement Planning, Philanthropy, Estate Planning, Wealth Transfer, Tax Preparation, Strategy, Tax, Strategic Financial..., Wealth, Wealth Management..., Finance, Financial Advisory, Entrepreneurship, Asset Allocation, Portfolio Management, Management
Education
College for Financial Planning 2007 — 2007
Financial Planning
University of Arizona 1991 — 1995
Bachelor of Science, Business Administration
Carl Graves's First Command Financial Planning Experience September 2010 - March 2011
Job Material Specialist
Industry Logistics and Supply Chain
Experience
Fluor Corporation August 2013 - Present
Fluor Corporation March 2011 - August 2013
First Command Financial Planning September 2010 - March 2011
ARAMARK September 2010 - March 2011
Skills
Access, Strategic Planning, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Lotus Notes, SAP, Sales, Customer Service, Teamwork, Budgets, Inventory Management, SharePoint, Meridian Systems -..., Cadac Organice, QuickBase, Adobe Acrobat, Outlook, Economics, Corporate Finance, International Economics, Politics, EPC, Materials Management, Procurement, Process Improvement, Leadership, Public Speaking
Education
College of Charleston 2007 — 2010
BS, Economics, 3.723
Mauldin High School
Fluor Corporation August 2013 - Present
Fluor Corporation March 2011 - August 2013
First Command Financial Planning September 2010 - March 2011
ARAMARK September 2010 - March 2011
Skills
Access, Strategic Planning, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Lotus Notes, SAP, Sales, Customer Service, Teamwork, Budgets, Inventory Management, SharePoint, Meridian Systems -..., Cadac Organice, QuickBase, Adobe Acrobat, Outlook, Economics, Corporate Finance, International Economics, Politics, EPC, Materials Management, Procurement, Process Improvement, Leadership, Public Speaking
Education
College of Charleston 2007 — 2010
BS, Economics, 3.723
Mauldin High School
Dane Shearer Dane Shearer's First Command Financial Planning Experience June 2009 - December 2010
Job Personal Trainer, Speaker & Lifestyle Coach at Cultiva Fitness
Industry Health, Wellness and Fitness
Experience
Mount Sinai Queens March 2015 - Present
Cultiva Fitness December 2010 - Present
Equinox July 2011 - March 2015
First Command Financial Planning June 2009 - December 2010
Ramax Search June 2007 - March 2009
Pioneer Credit Company January 2005 - March 2006
Skills
Fitness, Fitness Training, Nutrition, Athletics, Coaching, Public Speaking, Investments, Special Populations, Customer Service, Microsoft Office, Financial Modeling, Strategic Planning, Event Planning, Team Building, Marketing, Research, Community Outreach, Training, Teaching, Leadership, Entrepreneurship, Leadership Development, Management, Sales, Social Media, Small Business, Personal Training, Lifestyle
Education
City University of New York-Herbert H. Lehman College 2013 — 2015
Master of Science (MS), Nutrition, Candidate for Registered Dietician
Converse College 2004 — 2007
Masters
Charleston Southern University 1997 — 2002
BA, Computer Science / Voice Performance
Mount Sinai Queens March 2015 - Present
Cultiva Fitness December 2010 - Present
Equinox July 2011 - March 2015
First Command Financial Planning June 2009 - December 2010
Ramax Search June 2007 - March 2009
Pioneer Credit Company January 2005 - March 2006
Skills
Fitness, Fitness Training, Nutrition, Athletics, Coaching, Public Speaking, Investments, Special Populations, Customer Service, Microsoft Office, Financial Modeling, Strategic Planning, Event Planning, Team Building, Marketing, Research, Community Outreach, Training, Teaching, Leadership, Entrepreneurship, Leadership Development, Management, Sales, Social Media, Small Business, Personal Training, Lifestyle
Education
City University of New York-Herbert H. Lehman College 2013 — 2015
Master of Science (MS), Nutrition, Candidate for Registered Dietician
Converse College 2004 — 2007
Masters
Charleston Southern University 1997 — 2002
BA, Computer Science / Voice Performance
Bruce Van Cott Bruce Van Cott's First Command Financial Planning Experience March 2011 - June 2012
Job Agency Partner at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® March 2013 - Present
Northwestern Mutual June 2012 - March 2013
First Command Financial Planning March 2011 - June 2012
Oz Fitness June 2009 - December 2009
Corvus Medical Inc. September 2008 - May 2009
DKM/ DAKCO Inc September 2007 - May 2009
Anderson Construction July 2006 - August 2007
Skills
Marketing, Financial Analysis, Strategic Planning, Marketing Strategy, Account Management, Customer Service, Leadership, Sales Management, Business Development, Business Strategy, Management, Budgets, Social Media, Public Speaking, Investments
Education
Gonzaga University 2007 — 2011
History, Hitlers Germany/ WWII and Middle Eastern history
Gonzaga University - School of Business Administration 2007 — 2011
Marketing, Marketing
COUNTRY Financial® March 2013 - Present
Northwestern Mutual June 2012 - March 2013
First Command Financial Planning March 2011 - June 2012
Oz Fitness June 2009 - December 2009
Corvus Medical Inc. September 2008 - May 2009
DKM/ DAKCO Inc September 2007 - May 2009
Anderson Construction July 2006 - August 2007
Skills
Marketing, Financial Analysis, Strategic Planning, Marketing Strategy, Account Management, Customer Service, Leadership, Sales Management, Business Development, Business Strategy, Management, Budgets, Social Media, Public Speaking, Investments
Education
Gonzaga University 2007 — 2011
History, Hitlers Germany/ WWII and Middle Eastern history
Gonzaga University - School of Business Administration 2007 — 2011
Marketing, Marketing
Sara Janosz Sara Janosz's First Command Financial Planning Experience September 2010 - April 2011
Job Senior Accountant
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC October 2011 - Present
First Command Financial Planning September 2010 - April 2011
Kaufman, Rossin & Co. May 2009 - August 2009
Skills
QuickBooks, Microsoft Excel, Financial Accounting
Education
University of West Florida 2010 — 2011
Masters of Accountancy, Accounting
Florida State University - College of Business 2006 — 2010
BS, Accounting
Carr, Riggs & Ingram, LLC October 2011 - Present
First Command Financial Planning September 2010 - April 2011
Kaufman, Rossin & Co. May 2009 - August 2009
Skills
QuickBooks, Microsoft Excel, Financial Accounting
Education
University of West Florida 2010 — 2011
Masters of Accountancy, Accounting
Florida State University - College of Business 2006 — 2010
BS, Accounting
Sandy Schmidt, MBA, PMP, CBAP, PMI-PBA, CSM's First Command Financial Planning Experience April 2007 - December 2008
Job Certified Business Analysis Professional, Project Management Professional, and ScrumMaster
Industry Information Technology and Services
Experience
Sirius XM Connected Vehicle Services February 2012 - Present
IIBA Fort Worth Chapter January 2013 - December 2014
IIBA Fort Worth Chapter January 2010 - December 2012
ITS Property & Casualty Consulting June 2009 - December 2011
First Command Financial Planning April 2007 - December 2008
Travelers Insurance June 2001 - April 2007
RIA (Resarch Institute of America) January 2001 - March 2001
Sabre June 2000 - December 2000
Unitrin Data Systems June 1999 - May 2000
PricewaterhouseCoopers October 1996 - April 1999
Skills
SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, SharePoint, Project Management, MS Project, Software Project..., Microsoft SQL Server, Business Requirements, SQL, Process Improvement, Vendor Management, Software Documentation, Systems Analysis, Business Process..., Analysis, Cross-functional Team..., Scrum, PMP, Project Portfolio..., Oracle, Insurance, Workshop Facilitation, Gap Analysis, Functional..., functional requirements, Use Case Analysis, User Acceptance Testing, Outsourcing, Test Planning, Waterfall, Team Management, Software Training, Property & Casualty..., SAFe Agilist, Agile & Waterfall..., Agile Methodologies
Education
California State University-Los Angeles
MBA, Information Systems
Pepperdine University
BS, Management
Sirius XM Connected Vehicle Services February 2012 - Present
IIBA Fort Worth Chapter January 2013 - December 2014
IIBA Fort Worth Chapter January 2010 - December 2012
ITS Property & Casualty Consulting June 2009 - December 2011
First Command Financial Planning April 2007 - December 2008
Travelers Insurance June 2001 - April 2007
RIA (Resarch Institute of America) January 2001 - March 2001
Sabre June 2000 - December 2000
Unitrin Data Systems June 1999 - May 2000
PricewaterhouseCoopers October 1996 - April 1999
Skills
SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Analysis, SharePoint, Project Management, MS Project, Software Project..., Microsoft SQL Server, Business Requirements, SQL, Process Improvement, Vendor Management, Software Documentation, Systems Analysis, Business Process..., Analysis, Cross-functional Team..., Scrum, PMP, Project Portfolio..., Oracle, Insurance, Workshop Facilitation, Gap Analysis, Functional..., functional requirements, Use Case Analysis, User Acceptance Testing, Outsourcing, Test Planning, Waterfall, Team Management, Software Training, Property & Casualty..., SAFe Agilist, Agile & Waterfall..., Agile Methodologies
Education
California State University-Los Angeles
MBA, Information Systems
Pepperdine University
BS, Management
Jakie W. Snapp, Jr. Jakie W. Snapp, Jr.'s First Command Financial Planning Experience April 2001 - September 2005
Job Environmental, Health and Safety Support Services Supervisor at Hess Corporation
Industry Environmental Services
Experience
Hess Corporation October 2012 - Present
Hess Corporation February 2011 - Present
Atlantic Petroleum and Mineral Resources, Inc. August 2010 - Present
CognoLink 2014 - 2015
ExxonMobil Chemical Company January 2008 - November 2008
L3 Communications/MPRI October 2006 - November 2007
First Command Financial Planning April 2001 - September 2005
US Army May 1979 - June 2001
Skills
National Examination..., Advanced Safety Auditing, Storm Water Pollution..., Certified US Army..., First Aid, Certificate in Advanced..., Licensed Life & Health..., Licensed Life Insurance..., Personal Financial..., Strategic Planning, Strategic Sourcing
Education
US Army War College 1996 — 1997
Defense Strategy
US Army Command and General Staff College 1992 — 1993
Diploma, Military Arts and Sciences
Webster University 1992 — 1993
MA, Management
Boston University 1986 — 1987
Master of Science (MS), Education Counseling
Methodist University 1975 — 1979
BA, Sociology, English, History
Hess Corporation October 2012 - Present
Hess Corporation February 2011 - Present
Atlantic Petroleum and Mineral Resources, Inc. August 2010 - Present
CognoLink 2014 - 2015
ExxonMobil Chemical Company January 2008 - November 2008
L3 Communications/MPRI October 2006 - November 2007
First Command Financial Planning April 2001 - September 2005
US Army May 1979 - June 2001
Skills
National Examination..., Advanced Safety Auditing, Storm Water Pollution..., Certified US Army..., First Aid, Certificate in Advanced..., Licensed Life & Health..., Licensed Life Insurance..., Personal Financial..., Strategic Planning, Strategic Sourcing
Education
US Army War College 1996 — 1997
Defense Strategy
US Army Command and General Staff College 1992 — 1993
Diploma, Military Arts and Sciences
Webster University 1992 — 1993
MA, Management
Boston University 1986 — 1987
Master of Science (MS), Education Counseling
Methodist University 1975 — 1979
BA, Sociology, English, History
Robert Ruth Robert Ruth's First Command Financial Planning Experience 2008 - 2008
Job Owner at Siempre Tax Service and Auto Insurance
Industry Financial Services
Experience
SiempreTax+ June 2012 - Present
Robert Ruth Financial June 1995 - June 2015
United One Insurance/Liberty Tax Service January 2011 - June 2012
First Command Financial Planning 2008 - 2008
Franklin Templeton Investments 2005 - 2007
Skills
Retirement Planning
Education
Eckerd College
BA, Business Management, Information Systems
SiempreTax+ June 2012 - Present
Robert Ruth Financial June 1995 - June 2015
United One Insurance/Liberty Tax Service January 2011 - June 2012
First Command Financial Planning 2008 - 2008
Franklin Templeton Investments 2005 - 2007
Skills
Retirement Planning
Education
Eckerd College
BA, Business Management, Information Systems
Nova Brygger Nova Brygger's First Command Financial Planning Experience July 1999 - July 2004
Job Human Resource Manager at Brightstar Care
Industry Financial Services
Experience
Brightstar Care December 2013 - Present
Brightstar Care May 2011 - Present
Compensation Systems, Inc. June 2008 - October 2008
First Command Financial Planning July 1999 - July 2004
Skills
Outlook, Office Management, Healthcare Management, Healthcare, Cpr Certified, Medical Terminology, HIPAA, Hospitals, Data Entry, Critical Thinking, Software Documentation, Microsoft Word, Customer Service, PowerPoint
Education
Indiana State University 2009 — 2015
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse
Ivy Tech Community College 2005 — 2008
Certificate, Licensed Practical/Vocational Nurse Training
Brightstar Care December 2013 - Present
Brightstar Care May 2011 - Present
Compensation Systems, Inc. June 2008 - October 2008
First Command Financial Planning July 1999 - July 2004
Skills
Outlook, Office Management, Healthcare Management, Healthcare, Cpr Certified, Medical Terminology, HIPAA, Hospitals, Data Entry, Critical Thinking, Software Documentation, Microsoft Word, Customer Service, PowerPoint
Education
Indiana State University 2009 — 2015
Bachelor of Applied Science (BASc), Registered Nursing/Registered Nurse
Ivy Tech Community College 2005 — 2008
Certificate, Licensed Practical/Vocational Nurse Training
HP Bryan, Ph.D.'s First Command Financial Planning Experience June 2007 - May 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
LPL Financial August 2011 - Present
Bryan Insurance January 2006 - Present
The Main Street Group/LPL Financial August 2011 - July 2015
Bryant Investment Management Group, LLC. June 2009 - July 2011
First Command Financial Planning June 2007 - May 2009
3V Inc. N.A. April 2000 - April 2004
Clearcreek Chemical Corporation August 1998 - April 2000
HP Bryan Consulting May 1996 - December 1998
State Farm - Greg Truesdell May 1996 - August 1998
Ashland Inc. - Pulp and Paper Division October 1991 - May 1996
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Alternative Investments, 401k Rollovers, Estate Planning, Charitable Gift Planning, Fixed Annuities, Insurance, Asset Allocation, Roth IRA, Life Insurance, IRAs, Financial Planners, Risk Management, Account Management, Financial Analysis, Securities, Variable Annuities, Term Life Insurance, Portfolio Management, Coaching, College Savings Plans, 401k, Long Term Care Insurance, Continuous Improvement, Financial Modeling, Employee Benefits, Qualified Retirement..., Asset Management, Stocks, Stockbroking, Stock Trading, Stock Market, Managed Money, Bond Markets, Bonds, High Yield Bonds, Convertible Bonds, Alternative Assets, Annuity Sales, Indexed Annuities, Charitable Gift..., Variable Life, Variable Products, Unit Investment Trusts, College Education..., College Funding...
Education
Saint Petersburg State University
Ph.D., TESOL
Miami University 1984 — 1991
Bachelor of Science in Applied Science, Paper Science and Engineering
LPL Financial August 2011 - Present
Bryan Insurance January 2006 - Present
The Main Street Group/LPL Financial August 2011 - July 2015
Bryant Investment Management Group, LLC. June 2009 - July 2011
First Command Financial Planning June 2007 - May 2009
3V Inc. N.A. April 2000 - April 2004
Clearcreek Chemical Corporation August 1998 - April 2000
HP Bryan Consulting May 1996 - December 1998
State Farm - Greg Truesdell May 1996 - August 1998
Ashland Inc. - Pulp and Paper Division October 1991 - May 1996
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Alternative Investments, 401k Rollovers, Estate Planning, Charitable Gift Planning, Fixed Annuities, Insurance, Asset Allocation, Roth IRA, Life Insurance, IRAs, Financial Planners, Risk Management, Account Management, Financial Analysis, Securities, Variable Annuities, Term Life Insurance, Portfolio Management, Coaching, College Savings Plans, 401k, Long Term Care Insurance, Continuous Improvement, Financial Modeling, Employee Benefits, Qualified Retirement..., Asset Management, Stocks, Stockbroking, Stock Trading, Stock Market, Managed Money, Bond Markets, Bonds, High Yield Bonds, Convertible Bonds, Alternative Assets, Annuity Sales, Indexed Annuities, Charitable Gift..., Variable Life, Variable Products, Unit Investment Trusts, College Education..., College Funding...
Education
Saint Petersburg State University
Ph.D., TESOL
Miami University 1984 — 1991
Bachelor of Science in Applied Science, Paper Science and Engineering
S. Kyle Davis's First Command Financial Planning Experience March 2006 - May 2007
Job Technical Product Marketing for AMX
Industry Electrical/Electronic Manufacturing
Experience
AMX by HARMAN April 2013 - Present
AMX by HARMAN June 2008 - April 2013
Countrywide Home Loans May 2007 - June 2008
First Command Financial Planning March 2006 - May 2007
University of North Texas August 2003 - March 2006
Skills
Product Marketing, Product Management, Instructional Design, Video, Training, Content Development, Multimedia, Marketing, E-Learning, Project Management, Digital Signage, Marketing Strategy, Corporate Branding, Competitive Analysis, Solution Selling, User Experience, Management, Strategic Planning, Editing, AV, Product Launch, Technical Writing, Sound, Consumer Electronics, Graphic Design, Video Production, Premiere, After Effects, Team Leadership, PowerPoint, Technical Training, Streaming Media, Product Strategies, Marketing Engineering, Building Automation, Information Design, Microsoft CRM, Strategy, Video Conferencing, Digital Video, Electronics, User Interface Design, System Design, Sound Mixing, Infographics, Control Systems Design, Information Graphics, Voice Over, Web Design, Systems Design
Education
University of North Texas 2003 — 2007
Master of Arts (M.A.), English Language and Literature, General
Dallas Baptist University 1999 — 2002
B.A., Marketing Communications
AMX by HARMAN April 2013 - Present
AMX by HARMAN June 2008 - April 2013
Countrywide Home Loans May 2007 - June 2008
First Command Financial Planning March 2006 - May 2007
University of North Texas August 2003 - March 2006
Skills
Product Marketing, Product Management, Instructional Design, Video, Training, Content Development, Multimedia, Marketing, E-Learning, Project Management, Digital Signage, Marketing Strategy, Corporate Branding, Competitive Analysis, Solution Selling, User Experience, Management, Strategic Planning, Editing, AV, Product Launch, Technical Writing, Sound, Consumer Electronics, Graphic Design, Video Production, Premiere, After Effects, Team Leadership, PowerPoint, Technical Training, Streaming Media, Product Strategies, Marketing Engineering, Building Automation, Information Design, Microsoft CRM, Strategy, Video Conferencing, Digital Video, Electronics, User Interface Design, System Design, Sound Mixing, Infographics, Control Systems Design, Information Graphics, Voice Over, Web Design, Systems Design
Education
University of North Texas 2003 — 2007
Master of Arts (M.A.), English Language and Literature, General
Dallas Baptist University 1999 — 2002
B.A., Marketing Communications
Kevin John Kevin John's First Command Financial Planning Experience March 2002 - December 2003
Job Assistant Professor and Director of Eyetracking Research at Brigham Young University
Industry Public Relations and Communications
Experience
Brigham Young University August 2015 - Present
Brigham Young University January 2013 - Present
Brigham Young University December 2011 - August 2015
Waterford Institute June 2011 - June 2012
Waterford Institute July 2010 - June 2011
Waterford Institute May 2010 - July 2010
Brigham Young University August 2007 - December 2009
Policy Impact Communications May 2007 - August 2007
Bradley Public Relations August 2005 - April 2006
First Command Financial Planning March 2002 - December 2003
Skills
InDesign, Microsoft Office, Research, Advertising, SPSS, Premiere, Customer Relations, Photoshop, HTML, Excel, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Wordpress, Photography, Writing, Press Releases, Event Management, Editing, Blogging, Facebook, Marketing, Creative Writing, Qualtrics, Social Media, Technical Writing, Social Networking, Microsoft Excel, WordPress, Customer Service
Education
University of Utah 2012 — 2015
Doctor of Philosophy (PhD)
Brigham Young University 2007 — 2009
M.A
Brigham Young University 2004 — 2007
B.A
Brigham Young University August 2015 - Present
Brigham Young University January 2013 - Present
Brigham Young University December 2011 - August 2015
Waterford Institute June 2011 - June 2012
Waterford Institute July 2010 - June 2011
Waterford Institute May 2010 - July 2010
Brigham Young University August 2007 - December 2009
Policy Impact Communications May 2007 - August 2007
Bradley Public Relations August 2005 - April 2006
First Command Financial Planning March 2002 - December 2003
Skills
InDesign, Microsoft Office, Research, Advertising, SPSS, Premiere, Customer Relations, Photoshop, HTML, Excel, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Wordpress, Photography, Writing, Press Releases, Event Management, Editing, Blogging, Facebook, Marketing, Creative Writing, Qualtrics, Social Media, Technical Writing, Social Networking, Microsoft Excel, WordPress, Customer Service
Education
University of Utah 2012 — 2015
Doctor of Philosophy (PhD)
Brigham Young University 2007 — 2009
M.A
Brigham Young University 2004 — 2007
B.A
Jeff Vitek's First Command Financial Planning Experience February 2009 - February 2011
Job Manager, Communications Support at eviCore healthcare
Industry Information Technology and Services
Experience
eviCore healthcare September 2014 - Present
CareCore National May 2013 - September 2014
University of Georgia August 2011 - May 2013
TimberListing, LLC January 2011 - May 2013
CareCore National May 2012 - August 2012
First Command Financial Planning February 2009 - February 2011
Skills
Management, Data Analysis, Strategic Planning, Business Development, Microsoft Excel, Business Process..., Financial Analysis, Public Speaking, Project Management, Investor Relations, Insurance, Business Strategy, Leadership, Microsoft Office, Microsoft SQL Server
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Operations, Entrepreneurship
Emory University 2004 — 2008
BBA, Information Systems & Operations Management
eviCore healthcare September 2014 - Present
CareCore National May 2013 - September 2014
University of Georgia August 2011 - May 2013
TimberListing, LLC January 2011 - May 2013
CareCore National May 2012 - August 2012
First Command Financial Planning February 2009 - February 2011
Skills
Management, Data Analysis, Strategic Planning, Business Development, Microsoft Excel, Business Process..., Financial Analysis, Public Speaking, Project Management, Investor Relations, Insurance, Business Strategy, Leadership, Microsoft Office, Microsoft SQL Server
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Operations, Entrepreneurship
Emory University 2004 — 2008
BBA, Information Systems & Operations Management
James Harty James Harty's First Command Financial Planning Experience February 2004 - February 2006
Job Business Development Officer at Wells Fargo
Industry Banking
Experience
KeyBank February 2012 - April 2013
Bank of America January 2008 - December 2011
Strategic Financial Partners February 2006 - December 2007
First Command Financial Planning February 2004 - February 2006
United States Air Force October 2001 - February 2004
United States Air Force January 2000 - January 2001
United States Air Force January 1996 - January 2000
Skills
Business Development, Sales, Strategic Planning for..., Time Management, Leadership, Manage Client..., High Net Worth..., Solid computer skills, Records Management, Competitive Analysis, Insurance, Team Building, Management, Program Management, Training, Strategic Planning
Education
University of Oklahoma
MA, Human Relations
Cedarville University
BA, Communications
Squadron Officer School
Defense Equal Opportunity Military Institute
Human Relations
College of Aerospace Doctrine, Research and Education
Mediation Center of the Pacific
KeyBank February 2012 - April 2013
Bank of America January 2008 - December 2011
Strategic Financial Partners February 2006 - December 2007
First Command Financial Planning February 2004 - February 2006
United States Air Force October 2001 - February 2004
United States Air Force January 2000 - January 2001
United States Air Force January 1996 - January 2000
Skills
Business Development, Sales, Strategic Planning for..., Time Management, Leadership, Manage Client..., High Net Worth..., Solid computer skills, Records Management, Competitive Analysis, Insurance, Team Building, Management, Program Management, Training, Strategic Planning
Education
University of Oklahoma
MA, Human Relations
Cedarville University
BA, Communications
Squadron Officer School
Defense Equal Opportunity Military Institute
Human Relations
College of Aerospace Doctrine, Research and Education
Mediation Center of the Pacific
Doug Bridges, CFP® Doug Bridges, CFP®'s First Command Financial Planning Experience 2004 - 2006
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
Randy Outhouse Randy Outhouse's First Command Financial Planning Experience December 2010 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning December 2010 - Present
Morgan County Blacksmithing April 2000 - August 2010
Coral Reef/ Sustainable Aquatics 2009 - 2010
Education
Haslam College of Business at the University of Tennessee 2008 — 2010
BBA, Finance with Collateral in Logistics
First Command Financial Planning December 2010 - Present
Morgan County Blacksmithing April 2000 - August 2010
Coral Reef/ Sustainable Aquatics 2009 - 2010
Education
Haslam College of Business at the University of Tennessee 2008 — 2010
BBA, Finance with Collateral in Logistics
Stacey Lawson's First Command Financial Planning Experience 2001 - 2004
Job Forensic Toxicologist at Montgomery County Coroner's Office
Industry Biotechnology
Experience
Montgomery County Coroner's Office March 2013 - Present
Montgomery County Coroner's Office May 2012 - March 2013
Metabolic Disease Institute 2010 - 2010
First Command Financial Planning 2001 - 2004
Sumter School District 17 1998 - 2001
Chestnut Oaks Middle School June 1999 - July 2000
Skills
Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Data Entry, Administrative..., Customer Service, Microsoft Word, Research, Access, Data Analysis, Office Management, Spreadsheets, Time Management, Recruiting, Software Documentation, Microsoft Publisher, Insurance, Human Resources
Education
University of Cincinnati 2009 — 2010
Professional Certificate, Biotechnology
University of Kentucky 1995 — 1998
BS, Biology
Christopher Newport University 1994 — 1995
Montgomery County Coroner's Office March 2013 - Present
Montgomery County Coroner's Office May 2012 - March 2013
Metabolic Disease Institute 2010 - 2010
First Command Financial Planning 2001 - 2004
Sumter School District 17 1998 - 2001
Chestnut Oaks Middle School June 1999 - July 2000
Skills
Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Data Entry, Administrative..., Customer Service, Microsoft Word, Research, Access, Data Analysis, Office Management, Spreadsheets, Time Management, Recruiting, Software Documentation, Microsoft Publisher, Insurance, Human Resources
Education
University of Cincinnati 2009 — 2010
Professional Certificate, Biotechnology
University of Kentucky 1995 — 1998
BS, Biology
Christopher Newport University 1994 — 1995
David Molzhon David Molzhon's First Command Financial Planning Experience October 2011 - December 2011
Job Project Manager at Energy Systems Group
Industry Construction
Experience
Energy Systems Group July 2015 - Present
Kroeschell Inc. October 2013 - July 2015
Bass Pro Shops March 2012 - October 2013
First Command Financial Planning October 2011 - December 2011
United States Navy September 1998 - September 2011
United States Navy September 1991 - September 2011
Skills
Financial Planning, Military, Microsoft Office, Excel, Supervisory Skills, Security Clearance, Quality Assurance, Budgeting, Strategic Financial..., Army, Budgets, Customer Service, Navy, Leadership, Force Protection, Training, Military Experience, Process Scheduler, Microsoft Excel, Team Building
Education
Excelsior College 2008 — 2011
Bachelor, Science Liberal Studies
Coastline Community College
AA, Construction Technology
Energy Systems Group July 2015 - Present
Kroeschell Inc. October 2013 - July 2015
Bass Pro Shops March 2012 - October 2013
First Command Financial Planning October 2011 - December 2011
United States Navy September 1998 - September 2011
United States Navy September 1991 - September 2011
Skills
Financial Planning, Military, Microsoft Office, Excel, Supervisory Skills, Security Clearance, Quality Assurance, Budgeting, Strategic Financial..., Army, Budgets, Customer Service, Navy, Leadership, Force Protection, Training, Military Experience, Process Scheduler, Microsoft Excel, Team Building
Education
Excelsior College 2008 — 2011
Bachelor, Science Liberal Studies
Coastline Community College
AA, Construction Technology
Rob Pruitt Rob Pruitt's First Command Financial Planning Experience January 2009 - March 2010
Job Clinical Research Associate/ CRA 2 at Quintiles
Industry Hospital & Health Care
Experience
Quintiles January 2015 - Present
Quintiles June 2014 - December 2014
Quintiles March 2012 - June 2014
First Command Financial Planning January 2009 - March 2010
University of Missouri-Kansas City January 2003 - January 2009
Oklahoma State University 1998 - 2001
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Operations and Project Management
Oklahoma State University 1998 — 2001
BS, Animal Science, Biochemistry
Johnson County Community College
Quintiles January 2015 - Present
Quintiles June 2014 - December 2014
Quintiles March 2012 - June 2014
First Command Financial Planning January 2009 - March 2010
University of Missouri-Kansas City January 2003 - January 2009
Oklahoma State University 1998 - 2001
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Operations and Project Management
Oklahoma State University 1998 — 2001
BS, Animal Science, Biochemistry
Johnson County Community College
Ken Bitter, MBA, CFP® Ken Bitter, MBA, CFP®'s First Command Financial Planning Experience July 1999 - November 2004
Job Financial Services Professional
Industry Financial Services
Experience
Zeiders Enterprises, Inc. November 2013 - Present
United Capital Financial Partners, Inc (Registered Rep at Girard Securities, Inc.) January 2011 - February 2013
American Funds November 2004 - July 2009
First Command Financial Planning July 1999 - November 2004
United States Navy May 1979 - July 1999
Skills
Series 7, Series 65, Series 63, Mutual Funds, Financial Sales, Financial Advisory, Public Speaking, Financial Planning, Inside Sales, Telephone Skills, Investments, Fixed Annuities, Retirement Planning, Insurance, Retirement, Relationship Management, Asset Allocation, Strategic Financial..., Sales Finance, Securities, 401k, Financial Services, Investment Advisory, Wealth Management
Education
Georgetown University
Certificate in Financial Planning
University of Kansas
MS, Petroleum Management
Marymount College of Virginia
MBA
United States Naval Academy
BS
Zeiders Enterprises, Inc. November 2013 - Present
United Capital Financial Partners, Inc (Registered Rep at Girard Securities, Inc.) January 2011 - February 2013
American Funds November 2004 - July 2009
First Command Financial Planning July 1999 - November 2004
United States Navy May 1979 - July 1999
Skills
Series 7, Series 65, Series 63, Mutual Funds, Financial Sales, Financial Advisory, Public Speaking, Financial Planning, Inside Sales, Telephone Skills, Investments, Fixed Annuities, Retirement Planning, Insurance, Retirement, Relationship Management, Asset Allocation, Strategic Financial..., Sales Finance, Securities, 401k, Financial Services, Investment Advisory, Wealth Management
Education
Georgetown University
Certificate in Financial Planning
University of Kansas
MS, Petroleum Management
Marymount College of Virginia
MBA
United States Naval Academy
BS
Marnie Flynn's First Command Financial Planning Experience October 1999 - July 2004
Job Director, Customer Service Center
Industry Financial Services
Experience
First Command Financial Services April 2015 - Present
First Command Financial Services April 2012 - April 2015
First Command Financial Services July 2004 - April 2012
First Command Financial Planning October 1999 - July 2004
USPA&IRA April 1995 - October 1999
USPA&IRA October 1990 - April 1995
Skills
Recruiting, Onboarding, Sourcing, Instructional Design, Applicant Tracking..., Training, Process Improvement, Talent Management, Leadership, Employee Benefits, Talent Acquisition, College Recruiting, Leadership Development, Human Resources, Business Analysis, Management, Employee Relations, Analysis, Team Building, Internet Recruiting, Performance Management, Project Management, Organizational..., Succession Planning, Technical Recruiting, Employee Engagement, Vendor Management, Personnel Management, Interviews, New Hire Orientations, Deferred Compensation, Screening, Employee Training, Hiring, Employer Branding, Consulting, Coaching
Education
LeTourneau University
BBA, Business
Villanova University
Lean Six Sigma
First Command Financial Services April 2015 - Present
First Command Financial Services April 2012 - April 2015
First Command Financial Services July 2004 - April 2012
First Command Financial Planning October 1999 - July 2004
USPA&IRA April 1995 - October 1999
USPA&IRA October 1990 - April 1995
Skills
Recruiting, Onboarding, Sourcing, Instructional Design, Applicant Tracking..., Training, Process Improvement, Talent Management, Leadership, Employee Benefits, Talent Acquisition, College Recruiting, Leadership Development, Human Resources, Business Analysis, Management, Employee Relations, Analysis, Team Building, Internet Recruiting, Performance Management, Project Management, Organizational..., Succession Planning, Technical Recruiting, Employee Engagement, Vendor Management, Personnel Management, Interviews, New Hire Orientations, Deferred Compensation, Screening, Employee Training, Hiring, Employer Branding, Consulting, Coaching
Education
LeTourneau University
BBA, Business
Villanova University
Lean Six Sigma
Caroline Primus Caroline Primus's First Command Financial Planning Experience May 2011 - October 2011
Job Financial Planning Consultant at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
Rachel Hunley's First Command Financial Planning Experience December 2003 - April 2005
Job Human Resources Representative at Whiting Petroleum Corporation
Industry Oil & Energy
Experience
Whiting Petroleum Corporation 2013 - Present
Whiting Petroleum Corporation June 2010 - 2013
Killeen Daily Herald April 2005 - February 2010
First Command Financial Planning December 2003 - April 2005
Esoterix, Inc August 2001 - December 2002
Skills
Human Resources, Microsoft Office, Marketing, Employee Relations, Recruiting, Microsoft Excel, PowerPoint, Administrative..., Customer Service, Leadership, Outlook, Program Management, Strategy, Microsoft Word, Sales, Social Networking, Training, Data Entry, Research, Change Management, Administrative..., Oil, Energy Industry, Energy, HRIS Database Management, ADP HRB, Workday HRIS, Petroleum
Education
Regis University 2012 — 2015
Master of Science (M.S.), Organzation Leadership and Management, 4.0
Texas A&M University, Central Texas 2007 — 2009
Bachelor of Business Administration (BBA), Human Resources Management, 3.28
Central Texas College 2004 — 2006
Associate of Arts (A.A.), Business Administration
Whiting Petroleum Corporation 2013 - Present
Whiting Petroleum Corporation June 2010 - 2013
Killeen Daily Herald April 2005 - February 2010
First Command Financial Planning December 2003 - April 2005
Esoterix, Inc August 2001 - December 2002
Skills
Human Resources, Microsoft Office, Marketing, Employee Relations, Recruiting, Microsoft Excel, PowerPoint, Administrative..., Customer Service, Leadership, Outlook, Program Management, Strategy, Microsoft Word, Sales, Social Networking, Training, Data Entry, Research, Change Management, Administrative..., Oil, Energy Industry, Energy, HRIS Database Management, ADP HRB, Workday HRIS, Petroleum
Education
Regis University 2012 — 2015
Master of Science (M.S.), Organzation Leadership and Management, 4.0
Texas A&M University, Central Texas 2007 — 2009
Bachelor of Business Administration (BBA), Human Resources Management, 3.28
Central Texas College 2004 — 2006
Associate of Arts (A.A.), Business Administration
William Gecks William Gecks's First Command Financial Planning Experience May 2012 - July 2013
Job Valic Financial Services
Industry Automotive
Experience
VALIC September 2013 - Present
First Command Financial Planning May 2012 - July 2013
Collections Unlimited Inc April 2011 - April 2012
Aflac October 2010 - April 2011
Florida Citizens Bank October 2005 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Financial Advisory, Life Insurance, Property & Casualty..., Disability Insurance, College Savings Plans, Long-term Care, Banking
Education
Midland College
Business Administration and Management, General
Vanguard High School
High School Diploma, General Studies
VALIC September 2013 - Present
First Command Financial Planning May 2012 - July 2013
Collections Unlimited Inc April 2011 - April 2012
Aflac October 2010 - April 2011
Florida Citizens Bank October 2005 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investments, Asset Allocation, Financial Advisory, Life Insurance, Property & Casualty..., Disability Insurance, College Savings Plans, Long-term Care, Banking
Education
Midland College
Business Administration and Management, General
Vanguard High School
High School Diploma, General Studies
Laura Barker-Loup Laura Barker-Loup's First Command Financial Planning Experience April 2003 - March 2004
Job ABA Tutor at Miles Autism Research Center
Industry Education Management
Experience
Miles Autism Research Center September 2012 - Present
Central Kitsap School District April 2010 - Present
Triple L Enterprises September 2001 - December 2010
First Command Financial Planning April 2003 - March 2004
Skills
Bookkeeping, Books, Customer Service, Community Outreach, Entrepreneurship, E-Learning, Event Planning, Food, Front-end, Home, Higher Education, Internet, Keyword Research, Leadership, Microsoft Office, Marketing Research, Negotiation, New Business Development, Non-profits, Social Networking, Newsletters, Office Management, Problem Solving, Pricing, Teachers, Writing
Education
Ashford University 2009 — 2012
Master of Arts (M.A.), Special Education and Teaching
Ashford University 2009 — 2012
Bachelor of Arts (B.A.), Early Childhood Education Administration
Miles Autism Research Center September 2012 - Present
Central Kitsap School District April 2010 - Present
Triple L Enterprises September 2001 - December 2010
First Command Financial Planning April 2003 - March 2004
Skills
Bookkeeping, Books, Customer Service, Community Outreach, Entrepreneurship, E-Learning, Event Planning, Food, Front-end, Home, Higher Education, Internet, Keyword Research, Leadership, Microsoft Office, Marketing Research, Negotiation, New Business Development, Non-profits, Social Networking, Newsletters, Office Management, Problem Solving, Pricing, Teachers, Writing
Education
Ashford University 2009 — 2012
Master of Arts (M.A.), Special Education and Teaching
Ashford University 2009 — 2012
Bachelor of Arts (B.A.), Early Childhood Education Administration
Karen Hollis Karen Hollis's First Command Financial Planning Experience January 1990 - June 2005
Job Consultant at Close To My Heart
Industry Arts and Crafts
Experience
Close To My Heart January 2008 - Present
First Command Financial Planning January 1990 - June 2005
US Army January 1979 - January 1990
Skills
Customer Service, Scrapbooking, Stamping, Data Entry, Fundraising, Cards, Teaching, Sales, Employee Training, Recruiting, Healthcare Management, Team Building, Public Speaking, Training, Personal Financial..., Card Making, Nonprofits, Coaching, Event Management, Social Networking, Blogging, Event Planning, Social Media, Art, Research, Creative Writing, Newsletters, Marketing, Craft, Photography, Social Media Marketing, Time Management, Editing, Gifts, Outlook, Advertising, Leadership, Microsoft Word, Budgets, Microsoft Office, PowerPoint, Photoshop, Administrative..., Office Management, Microsoft Excel, Teamwork, Community Outreach, Management, Employee Relations, Program Management
Education
Baylor University 1984 — 1985
MHA, Health Care Administration
Univeristy of Maine - Orono 1975 — 1978
BA, Psychology
Close To My Heart January 2008 - Present
First Command Financial Planning January 1990 - June 2005
US Army January 1979 - January 1990
Skills
Customer Service, Scrapbooking, Stamping, Data Entry, Fundraising, Cards, Teaching, Sales, Employee Training, Recruiting, Healthcare Management, Team Building, Public Speaking, Training, Personal Financial..., Card Making, Nonprofits, Coaching, Event Management, Social Networking, Blogging, Event Planning, Social Media, Art, Research, Creative Writing, Newsletters, Marketing, Craft, Photography, Social Media Marketing, Time Management, Editing, Gifts, Outlook, Advertising, Leadership, Microsoft Word, Budgets, Microsoft Office, PowerPoint, Photoshop, Administrative..., Office Management, Microsoft Excel, Teamwork, Community Outreach, Management, Employee Relations, Program Management
Education
Baylor University 1984 — 1985
MHA, Health Care Administration
Univeristy of Maine - Orono 1975 — 1978
BA, Psychology
Roy Hyder Roy Hyder's First Command Financial Planning Experience January 1992 - October 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Retalix February 2006 - May 2009
Computer Guidance Corporation September 2005 - February 2006
Amkor Technology 2004 - 2004
Costco Wholesale October 2000 - November 2003
First Command Financial Planning January 1992 - October 1996
USPA & IRA 1993 - 1996
Advanta 1988 - 1988
Carter & Associates 1984 - 1986
United States Army February 1973 - November 1976
US Army June 1970 - November 1972
Skills
RPG, Business Analysis, Requirements Analysis, Visual Basic, XML, Embedded SQL, Analysis, COBOL, Websphere, Testing, CLP, Microsoft SQL Server, SDA, Software Project..., Programming, OS/400, Crystal Reports, SQL, DB2, Systems Analysis, EDI, RPG III, SDLC, Software Development, Databases, Visio, CLLE, FTP, RPG II, RPG Free, Integration, IBM AS/400, ERP, IBM iSeries, JavaScript, System Architecture, Agile Methodologies, Software Documentation, Operating Systems, Software Design, Business Intelligence, Software Implementation, Enterprise Architecture
Education
San Diego State University-California State University 1983 — 1985
Information Systems
Grossmont College 1981 — 1983
Information Systems
Retalix February 2006 - May 2009
Computer Guidance Corporation September 2005 - February 2006
Amkor Technology 2004 - 2004
Costco Wholesale October 2000 - November 2003
First Command Financial Planning January 1992 - October 1996
USPA & IRA 1993 - 1996
Advanta 1988 - 1988
Carter & Associates 1984 - 1986
United States Army February 1973 - November 1976
US Army June 1970 - November 1972
Skills
RPG, Business Analysis, Requirements Analysis, Visual Basic, XML, Embedded SQL, Analysis, COBOL, Websphere, Testing, CLP, Microsoft SQL Server, SDA, Software Project..., Programming, OS/400, Crystal Reports, SQL, DB2, Systems Analysis, EDI, RPG III, SDLC, Software Development, Databases, Visio, CLLE, FTP, RPG II, RPG Free, Integration, IBM AS/400, ERP, IBM iSeries, JavaScript, System Architecture, Agile Methodologies, Software Documentation, Operating Systems, Software Design, Business Intelligence, Software Implementation, Enterprise Architecture
Education
San Diego State University-California State University 1983 — 1985
Information Systems
Grossmont College 1981 — 1983
Information Systems
Elizabeth Durrant, BS, PMP, EDI Project Mgt Elizabeth Durrant, BS, PMP, EDI Project Mgt's First Command Financial Planning Experience February 2004 - April 2009
Job EDI Implementation Specialist, PM at Supply Chain confidential
Industry Consumer Goods
Experience
Supply Chain - confidential June 2013 - Present
Experience list January 1990 - August 2015
Sally Beauty Company April 2009 - June 2013
First Command Financial Planning February 2004 - April 2009
Duncan Aviation Consultant November 1999 - February 2004
Daly.commerce July 1997 - November 1999
Skills
SDLC, SharePoint, Project Management, IBM iSeries, Business Analysis, EDI, Integration, Business Intelligence, MS Project, Program Management, Quality Assurance, Software Development, Management, Systems Analysis, RPG, Requirements Analysis, Vendor Management, FTP, Visio, SQL, Business Process..., Analysis, Project Planning, ITIL, PMP, Team Building, Change Management, CLP, Data Warehousing, DB2, Agile Methodologies, OS/400, SaaS, iSeries development, Vendor Relationships, RPG Free, Sterling Gentran, Project Server, Turnover, Software Project..., Business Services, Business Requirements, Emotional Intelligence, Databases, synon, websphere rational..., service Now, innotas, Sterling Integrator B2B..., Ariba
Education
PMI Organization 2007 — 2015
PMP - certificate active, Project Management Professional PMP
Barat College of DePaul University
BS, Computer Science
DePaul University
BS, Computer Science
Supply Chain - confidential June 2013 - Present
Experience list January 1990 - August 2015
Sally Beauty Company April 2009 - June 2013
First Command Financial Planning February 2004 - April 2009
Duncan Aviation Consultant November 1999 - February 2004
Daly.commerce July 1997 - November 1999
Skills
SDLC, SharePoint, Project Management, IBM iSeries, Business Analysis, EDI, Integration, Business Intelligence, MS Project, Program Management, Quality Assurance, Software Development, Management, Systems Analysis, RPG, Requirements Analysis, Vendor Management, FTP, Visio, SQL, Business Process..., Analysis, Project Planning, ITIL, PMP, Team Building, Change Management, CLP, Data Warehousing, DB2, Agile Methodologies, OS/400, SaaS, iSeries development, Vendor Relationships, RPG Free, Sterling Gentran, Project Server, Turnover, Software Project..., Business Services, Business Requirements, Emotional Intelligence, Databases, synon, websphere rational..., service Now, innotas, Sterling Integrator B2B..., Ariba
Education
PMI Organization 2007 — 2015
PMP - certificate active, Project Management Professional PMP
Barat College of DePaul University
BS, Computer Science
DePaul University
BS, Computer Science
Byron Overton Byron Overton's First Command Financial Planning Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Planning August 2011 - Present
Hobo Joes Produce May 2004 - June 2009
College of Charleston July 2008 - May 2009
College of Charleston 2008 - 2009
US Army August 2002 - August 2008
Skills
Public Speaking, Fundraising, Research, Event Planning, Project Planning, Management, Small Business, Investments, PowerPoint, Team Leadership, Leadership, Finance, Social Networking, Nonprofits, Social Media, Microsoft Office, Program Management, Strategic Planning
Education
College of Charleston 2007 — 2009
BS, Anthropology
Greenbrier Highschool
First Command Financial Planning August 2011 - Present
Hobo Joes Produce May 2004 - June 2009
College of Charleston July 2008 - May 2009
College of Charleston 2008 - 2009
US Army August 2002 - August 2008
Skills
Public Speaking, Fundraising, Research, Event Planning, Project Planning, Management, Small Business, Investments, PowerPoint, Team Leadership, Leadership, Finance, Social Networking, Nonprofits, Social Media, Microsoft Office, Program Management, Strategic Planning
Education
College of Charleston 2007 — 2009
BS, Anthropology
Greenbrier Highschool
Davalyn Black Davalyn Black's First Command Financial Planning Experience April 2003 - April 2004
Job Senior Staff at Mattress Express
Industry Retail
Experience
Mattress Express June 1998 - Present
First Command Financial Planning April 2003 - April 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Advertising, Auditing, Business Planning, Coaching, Community Outreach, Corporate Communications, Customer Service, Cost Accounting, Event Management, Event Planning, Financial Accounting, Financial Analysis, Fundraising, Interviews, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Public Relations, Public Speaking, Sales, Social Media, Time Management, Analysis, Facebook, Financial Reporting, Inventory Management, Marketing, Marketing Communications, Non-profits, Process Improvement, General Ledger, QuickBooks, Recruiting, Research, Social Media Marketing, Tax Preparation, Team Building, Teamwork, Budgets, Data Analysis, Editing, Program Management, Social Networking
Education
Austin Peay State University 2008 — 2012
BBA-Accounting, BBA- Accounting
Vincennes University 1983 — 1986
Associates of Applied Science, Radio and Television Broadcast Production Technology
Mattress Express June 1998 - Present
First Command Financial Planning April 2003 - April 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Advertising, Auditing, Business Planning, Coaching, Community Outreach, Corporate Communications, Customer Service, Cost Accounting, Event Management, Event Planning, Financial Accounting, Financial Analysis, Fundraising, Interviews, Leadership, Leadership Development, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Public Relations, Public Speaking, Sales, Social Media, Time Management, Analysis, Facebook, Financial Reporting, Inventory Management, Marketing, Marketing Communications, Non-profits, Process Improvement, General Ledger, QuickBooks, Recruiting, Research, Social Media Marketing, Tax Preparation, Team Building, Teamwork, Budgets, Data Analysis, Editing, Program Management, Social Networking
Education
Austin Peay State University 2008 — 2012
BBA-Accounting, BBA- Accounting
Vincennes University 1983 — 1986
Associates of Applied Science, Radio and Television Broadcast Production Technology
Charles Burleigh Charles Burleigh's First Command Financial Planning Experience December 2007 - November 2008
Job I Resolve Data Warehouse Issues, Optimize ETL Processes and Ensure Smooth Production Implementations
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2010 - Present
PM Marketing 2014 - 2014
CIOZone July 2009 - December 2010
TEKsystems October 2009 - January 2010
Wells Fargo Advisors, LLC October 2009 - January 2010
C & J Consulting, LLC April 2009 - September 2009
OpenSymmetry August 2006 - April 2009
Amgen November 2008 - March 2009
First Command Financial Planning December 2007 - November 2008
Sprint/IT June 2007 - December 2007
Skills
Helping People Achieve..., Team Leadership, New Business Development, Informatica, Data Modeling, Data Warehousing, Data Integration, ETL, Business Intelligence, Data Migration, DB2, PL/SQL, Oracle, Enterprise Software, Microsoft SQL Server, HP-UX, Data Quality, Solaris, Linux, Data Profiling, Windows, RDBMS, EIM, SQL, Data Warehouse..., Enterprise Architecture, Data Analysis, Visio, Business Objects, Teradata
Education
Webster University 2010 — 2013
Bachelor of Science (BS), Information Management
Brigham Young University 2001 — 2003
Wells Fargo Advisors January 2010 - Present
PM Marketing 2014 - 2014
CIOZone July 2009 - December 2010
TEKsystems October 2009 - January 2010
Wells Fargo Advisors, LLC October 2009 - January 2010
C & J Consulting, LLC April 2009 - September 2009
OpenSymmetry August 2006 - April 2009
Amgen November 2008 - March 2009
First Command Financial Planning December 2007 - November 2008
Sprint/IT June 2007 - December 2007
Skills
Helping People Achieve..., Team Leadership, New Business Development, Informatica, Data Modeling, Data Warehousing, Data Integration, ETL, Business Intelligence, Data Migration, DB2, PL/SQL, Oracle, Enterprise Software, Microsoft SQL Server, HP-UX, Data Quality, Solaris, Linux, Data Profiling, Windows, RDBMS, EIM, SQL, Data Warehouse..., Enterprise Architecture, Data Analysis, Visio, Business Objects, Teradata
Education
Webster University 2010 — 2013
Bachelor of Science (BS), Information Management
Brigham Young University 2001 — 2003
Pamela Denison's First Command Financial Planning Experience June 2002 - August 2002
Job Front Desk CSR for GEUS at City of Greenville, TX
Industry Consumer Goods
Experience
City of Greenville, TX December 2012 - Present
Shelf Reliance July 2011 - Present
Progress Rail Services August 2010 - May 2012
AirLogix July 2007 - August 2010
Nurtur Health, Inc. July 2007 - August 2010
PM Fuel Service April 2006 - February 2007
Harris Methodist H.E.B. Hospital July 2004 - October 2004
First Command Financial Planning June 2002 - August 2002
Skills
Microsoft Office, Access, ICD-9-CM, Medical Terminology, Microsoft Excel, Microsoft Word, Data Entry, Spanish, Customer Service, PowerPoint, Bilingual, Translation, Interpreting, Accounts Payable, Coaching, Office Management, Outlook, Payroll, Process Scheduler, QuickBooks, Social Networking, Strategic Planning, Telephone Skills, Training, Windows
Education
Brigham Young University 2002 — 2003
North Crowley High School 1998 — 2002
TechSkills
City of Greenville, TX December 2012 - Present
Shelf Reliance July 2011 - Present
Progress Rail Services August 2010 - May 2012
AirLogix July 2007 - August 2010
Nurtur Health, Inc. July 2007 - August 2010
PM Fuel Service April 2006 - February 2007
Harris Methodist H.E.B. Hospital July 2004 - October 2004
First Command Financial Planning June 2002 - August 2002
Skills
Microsoft Office, Access, ICD-9-CM, Medical Terminology, Microsoft Excel, Microsoft Word, Data Entry, Spanish, Customer Service, PowerPoint, Bilingual, Translation, Interpreting, Accounts Payable, Coaching, Office Management, Outlook, Payroll, Process Scheduler, QuickBooks, Social Networking, Strategic Planning, Telephone Skills, Training, Windows
Education
Brigham Young University 2002 — 2003
North Crowley High School 1998 — 2002
TechSkills
Brian Frampton Brian Frampton's First Command Financial Planning Experience June 2004 - September 2006
Job Franchise Owner at Massage Green Spa Julington Creek
Industry Hospital & Health Care
Experience
Massage Green Spa Julington Creek October 2014 - Present
Wolfson Children's Hospital November 2013 - Present
Wolfson Children's Hospital September 2012 - Present
Grand Canyon University Student Body July 2010 - August 2012
Flow International August 2006 - July 2010
First Command Financial Planning June 2004 - September 2006
US Navy 1996 - 2004
Skills
Problem Solving, Team Building, Healthcare, Customer Service, Microsoft Office, Public Speaking, Team Leadership, Leadership Development, Leadership, Coaching, Microsoft Word, Program Management, Training, Troubleshooting
Education
Grand Canyon University 2010 — 2012
BSN, Nursing
Massage Green Spa Julington Creek October 2014 - Present
Wolfson Children's Hospital November 2013 - Present
Wolfson Children's Hospital September 2012 - Present
Grand Canyon University Student Body July 2010 - August 2012
Flow International August 2006 - July 2010
First Command Financial Planning June 2004 - September 2006
US Navy 1996 - 2004
Skills
Problem Solving, Team Building, Healthcare, Customer Service, Microsoft Office, Public Speaking, Team Leadership, Leadership Development, Leadership, Coaching, Microsoft Word, Program Management, Training, Troubleshooting
Education
Grand Canyon University 2010 — 2012
BSN, Nursing
CJ Walser CJ Walser's First Command Financial Planning Experience February 2009 - February 2010
Job Margin Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
USAA Investment Management Company May 2010 - March 2015
The Melting Pot Restaurants May 2009 - June 2011
First Command Financial Planning February 2009 - February 2010
Skills
Insurance, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Life Insurance, Retirement Planning, Personal Financial..., Mutual Funds, Time Management, Leadership, Public Speaking, Team Leadership, Money, Critical Thinking, Investment Advisory, Retirement, Teamwork, Trading, Troubleshooting, Strategy, Tax, Stocks, Options Strategies, Options, Index Options, Index Funds
Education
Golden Gate University 2011 — 2013
Masters, Financial Planning
University of Colorado at Colorado Springs 2005 — 2009
Bachelors, Finance and Accounting
Charles Schwab April 2015 - Present
USAA Investment Management Company May 2010 - March 2015
The Melting Pot Restaurants May 2009 - June 2011
First Command Financial Planning February 2009 - February 2010
Skills
Insurance, Financial Analysis, Investments, Banking, Customer Service, Microsoft Office, Life Insurance, Retirement Planning, Personal Financial..., Mutual Funds, Time Management, Leadership, Public Speaking, Team Leadership, Money, Critical Thinking, Investment Advisory, Retirement, Teamwork, Trading, Troubleshooting, Strategy, Tax, Stocks, Options Strategies, Options, Index Options, Index Funds
Education
Golden Gate University 2011 — 2013
Masters, Financial Planning
University of Colorado at Colorado Springs 2005 — 2009
Bachelors, Finance and Accounting
Michael L. Hardin, CFP®, CLU®, CLF® Michael L. Hardin, CFP®, CLU®, CLF®'s First Command Financial Planning Experience 1998 - 2007
Job I'm Hiring! I'm looking for Entrepreneurial People who are interested in a career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company February 2007 - Present
First Command Financial Planning 1998 - 2007
Skills
Certified Financial..., Coaching, Financial Recruiting, Motivational..., Pro-active Leader, Management, Training Leadership, Financial Services, Recruiting, Team Building, Training, Strategic Planning, Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellowship, Leadership and Financial Services
The American College 2011 — 2011
Chartered Life Underwriter, Financial Services
Florida Community College of Jacksonville 2005 — 2006
Certified Financial Planner, Financial Planning and Services
Auburn University 1991 — 1997
MCE, Civil Engineering
Berry High School 1988 — 1991
New York Life Insurance Company February 2007 - Present
First Command Financial Planning 1998 - 2007
Skills
Certified Financial..., Coaching, Financial Recruiting, Motivational..., Pro-active Leader, Management, Training Leadership, Financial Services, Recruiting, Team Building, Training, Strategic Planning, Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellowship, Leadership and Financial Services
The American College 2011 — 2011
Chartered Life Underwriter, Financial Services
Florida Community College of Jacksonville 2005 — 2006
Certified Financial Planner, Financial Planning and Services
Auburn University 1991 — 1997
MCE, Civil Engineering
Berry High School 1988 — 1991
Jo Clark Jo Clark's First Command Financial Planning Experience July 2008 - July 2014
Job Advisor at Five Rings Financial, LLC
Industry Financial Services
Experience
Five Rings Financial, LLC August 2014 - Present
Affordable Lawn care Landscaping and Tree Service, Inc September 2007 - Present
First Command Financial Planning July 2008 - July 2014
Chevy Chase Bank May 2006 - May 2008
Skills
Retirement Planning, Life Insurance, Management, Public Speaking, Coaching, Retirement, Pruning, Insurance, Team Building, Finance, Strategic Planning, Aeration, Mowing, Seeding, Landscape Design, Landscape Maintenance, Edging, Small Business, Loans, Banking, Credit, Portfolio Management, Mortgage Lending, Small Business Lending, Leadership, Consumer Lending, Commercial Lending, Customer Service, Marketing
Education
Fordham University 1986 — 1990
BS, Fine Arts
Randolph Union High School, Randoplh, VT 1982 — 1986
Five Rings Financial, LLC August 2014 - Present
Affordable Lawn care Landscaping and Tree Service, Inc September 2007 - Present
First Command Financial Planning July 2008 - July 2014
Chevy Chase Bank May 2006 - May 2008
Skills
Retirement Planning, Life Insurance, Management, Public Speaking, Coaching, Retirement, Pruning, Insurance, Team Building, Finance, Strategic Planning, Aeration, Mowing, Seeding, Landscape Design, Landscape Maintenance, Edging, Small Business, Loans, Banking, Credit, Portfolio Management, Mortgage Lending, Small Business Lending, Leadership, Consumer Lending, Commercial Lending, Customer Service, Marketing
Education
Fordham University 1986 — 1990
BS, Fine Arts
Randolph Union High School, Randoplh, VT 1982 — 1986
Bill Reichert Bill Reichert's First Command Financial Planning Experience September 1999 - May 2003
Job Real Estate Project Engineer at General Services Administration
Industry Government Administration
Experience
GSA May 2003 - Present
General Services Administration 2003 - Present
First Command Financial Planning September 1999 - May 2003
U.S. Army August 1998 - September 1999
Joint Task Force Six April 1995 - August 1998
249th Engineer Battalion March 1994 - April 1995
worldwide locations January 1983 - January 1994
Skills
Engineering, Budgeting, Planning, Contract Negotiation, Program Management, Military, Negotiation, Microsoft Office, Customer Service, Project Planning, Team Building, Leadership, Project Management, Coaching, Construction Management, Military Operations, Construction, Budgets
Education
Montana State University-Bozeman 1975 — 1979
BS, Electrical Engineering
GSA May 2003 - Present
General Services Administration 2003 - Present
First Command Financial Planning September 1999 - May 2003
U.S. Army August 1998 - September 1999
Joint Task Force Six April 1995 - August 1998
249th Engineer Battalion March 1994 - April 1995
worldwide locations January 1983 - January 1994
Skills
Engineering, Budgeting, Planning, Contract Negotiation, Program Management, Military, Negotiation, Microsoft Office, Customer Service, Project Planning, Team Building, Leadership, Project Management, Coaching, Construction Management, Military Operations, Construction, Budgets
Education
Montana State University-Bozeman 1975 — 1979
BS, Electrical Engineering
David Jendrey David Jendrey's First Command Financial Planning Experience February 2001 - March 2005
Job Senior IT Tech. at AIG
Industry Information Technology and Services
Experience
AIG May 2014 - Present
Bank of America August 2011 - May 2014
PepsiCo November 2010 - August 2011
CA Technologies February 2006 - November 2010
NeoSpire, Inc March 2005 - February 2006
First Command Financial Planning February 2001 - March 2005
Skills
Access Control, LDAP, Siteminder, Web Servers, Identity Management, IIS, Apache, Disaster Recovery, Unix, Tomcat, Active Directory, System Administration, Linux, Security, Windows Server, Solaris, DNS, Servers, AIX, Data Center, Weblogic
Education
The University of Texas at Arlington 1996 — 1999
Bachelor's Degree, B.S, Interdisciplinary Studies
Baylor University 1994 — 1995
Biology and Chemistry
AIG May 2014 - Present
Bank of America August 2011 - May 2014
PepsiCo November 2010 - August 2011
CA Technologies February 2006 - November 2010
NeoSpire, Inc March 2005 - February 2006
First Command Financial Planning February 2001 - March 2005
Skills
Access Control, LDAP, Siteminder, Web Servers, Identity Management, IIS, Apache, Disaster Recovery, Unix, Tomcat, Active Directory, System Administration, Linux, Security, Windows Server, Solaris, DNS, Servers, AIX, Data Center, Weblogic
Education
The University of Texas at Arlington 1996 — 1999
Bachelor's Degree, B.S, Interdisciplinary Studies
Baylor University 1994 — 1995
Biology and Chemistry
Kathleen Grieb Kathleen Grieb's First Command Financial Planning Experience September 2009 - September 2010
Job Independent Leisure Professional
Industry Financial Services
Experience
Retired Grieb's September 2010 - Present
First Command Financial Planning September 2009 - September 2010
Independent Leisure Professional March 2008 - February 2010
General Dynamics 2006 - March 2008
GD CTD October 2005 - March 2008
GD-Itronix July 1994 - March 2008
Itronix 1994 - March 2008
Dublin San Ramon Services District October 1991 - June 1994
U.S.Navy October 1985 - September 1991
Skills
Strategic Planning, Team Leadership, Vendor Relationships, Risk Management, Vendor Management, Vendor Negotiations and..., Program Management, Project Planning, Change Management, Integration, Software Development, Networking, Technical Documentation, Troubleshooting, Contract Negotiation, Contract Management, Business Development, Customer Service, Disaster Recovery, Financial Risk, Leadership, Microsoft Office, Network Security, Organization, IT Operations, Quality Management, Recruiting, Restructuring, Relocation, User Interface Design, VoIP
Education
Gonzaga University - School of Business Administration 2004 — 2006
MBA, Ethics Emphasis
California State University-East Bay 1991 — 1993
BS, Computer Science
Retired Grieb's September 2010 - Present
First Command Financial Planning September 2009 - September 2010
Independent Leisure Professional March 2008 - February 2010
General Dynamics 2006 - March 2008
GD CTD October 2005 - March 2008
GD-Itronix July 1994 - March 2008
Itronix 1994 - March 2008
Dublin San Ramon Services District October 1991 - June 1994
U.S.Navy October 1985 - September 1991
Skills
Strategic Planning, Team Leadership, Vendor Relationships, Risk Management, Vendor Management, Vendor Negotiations and..., Program Management, Project Planning, Change Management, Integration, Software Development, Networking, Technical Documentation, Troubleshooting, Contract Negotiation, Contract Management, Business Development, Customer Service, Disaster Recovery, Financial Risk, Leadership, Microsoft Office, Network Security, Organization, IT Operations, Quality Management, Recruiting, Restructuring, Relocation, User Interface Design, VoIP
Education
Gonzaga University - School of Business Administration 2004 — 2006
MBA, Ethics Emphasis
California State University-East Bay 1991 — 1993
BS, Computer Science
John Spruill John Spruill's First Command Financial Planning Experience April 2004 - August 2006
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Smith Barney August 2006 - April 2009
First Command Financial Planning April 2004 - August 2006
First Command Financial Planning July 1999 - March 2004
United States Air Force August 1994 - June 1999
Education
California Lutheran University 2005 — 2009
MBA, Financial Planning
Florida State University 1990 — 1994
BS, Meteorology
Merrill Lynch April 2009 - Present
Smith Barney August 2006 - April 2009
First Command Financial Planning April 2004 - August 2006
First Command Financial Planning July 1999 - March 2004
United States Air Force August 1994 - June 1999
Education
California Lutheran University 2005 — 2009
MBA, Financial Planning
Florida State University 1990 — 1994
BS, Meteorology
Angela Gazzerro Angela Gazzerro's First Command Financial Planning Experience May 2008 - August 2008
Job Sales and Marketing Intern at Florence Freedom
Industry Sports
Experience
Florence Freedom January 2010 - Present
Xavier University Club Football June 2009 - Present
First Command Financial Planning May 2008 - August 2008
Education
Xavier University 2009 — 2010
Miami University 2005 — 2009
Sports Studies
Florence Freedom January 2010 - Present
Xavier University Club Football June 2009 - Present
First Command Financial Planning May 2008 - August 2008
Education
Xavier University 2009 — 2010
Miami University 2005 — 2009
Sports Studies
Mike Barclift, ChFC® Mike Barclift, ChFC®'s First Command Financial Planning Experience September 2004 - March 2009
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Waddell & Reed May 2010 - May 2013
MICG Investment Management March 2009 - April 2010
First Command Financial Planning September 2004 - March 2009
U.S. Navy July 1983 - October 2004
Education
United States Naval Academy 1979 — 1983
BS, General Engineering
Naval War College 1993 — 1994
MA, National Security and Stategic Studies
The American College 2009 — 2011
Certificate, Chartered Financial Consultant
Kaplan University 2008 — 2009
Certificate, Financial Planning
Charles Schwab May 2013 - Present
Waddell & Reed May 2010 - May 2013
MICG Investment Management March 2009 - April 2010
First Command Financial Planning September 2004 - March 2009
U.S. Navy July 1983 - October 2004
Education
United States Naval Academy 1979 — 1983
BS, General Engineering
Naval War College 1993 — 1994
MA, National Security and Stategic Studies
The American College 2009 — 2011
Certificate, Chartered Financial Consultant
Kaplan University 2008 — 2009
Certificate, Financial Planning
Dwayne Gayle Dwayne Gayle's First Command Financial Planning Experience September 2010 - September 2012
Job at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning September 2010 - September 2012
Skills
Leadership, Business Development, Sales Management, Management, Human Resources, Customer Service, Sales, Strategic Financial..., Retirement Planning, Retirement, Financial Analysis, Loans, Insurance, Banking, Risk Management, Commercial Lending, Managerial Finance, Strategic Planning, Small Business, Accounting, Mergers & Acquisitions, Investments, Financial Services, Financial Risk, Finance, Employee Benefits
Education
Keller School of Management 2009 — 2012
MBA, Finance Analysis
Columbia College 2003 — 2007
Business Administration and Management, General
Columbia College 2002 — 2006
BS, Business
First Command Financial Planning September 2010 - September 2012
Skills
Leadership, Business Development, Sales Management, Management, Human Resources, Customer Service, Sales, Strategic Financial..., Retirement Planning, Retirement, Financial Analysis, Loans, Insurance, Banking, Risk Management, Commercial Lending, Managerial Finance, Strategic Planning, Small Business, Accounting, Mergers & Acquisitions, Investments, Financial Services, Financial Risk, Finance, Employee Benefits
Education
Keller School of Management 2009 — 2012
MBA, Finance Analysis
Columbia College 2003 — 2007
Business Administration and Management, General
Columbia College 2002 — 2006
BS, Business
Sarah (Sarah Fournier) Gonzalez's First Command Financial Planning Experience January 2006 - September 2007
Job Creative Director at phix Solutions Group
Industry Marketing and Advertising
Experience
phix Solutions Group December 2014 - Present
Joyful Drops Essential Oils July 2014 - Present
Independent Consultant Contract Freelance January 2007 - Present
myHomeSpot.com (atlanta.myhomespot.com) September 2007 - January 2014
First Command Financial Planning January 2006 - September 2007
First Command Financial Planning February 2005 - September 2006
Home Properties May 2002 - May 2004
Skills
Marketing, Advertising, Market Research, Sales, Training, Social Media Marketing, Social Media, Management, Selling, Recruiting, Account Management, Event Planning, Online Advertising, Newsletters, Investment Properties, Marketing Automation, Responsive Web Design, B2B Marketing Strategy, Property Management, B2C Marketing, Graphic Design, Integrated Marketing..., Cause Marketing
Education
Bentley University 2000 — 2004
BS, Marketing
Holy Cross High School 1996 — 2000
Waterbury, CT
phix Solutions Group December 2014 - Present
Joyful Drops Essential Oils July 2014 - Present
Independent Consultant Contract Freelance January 2007 - Present
myHomeSpot.com (atlanta.myhomespot.com) September 2007 - January 2014
First Command Financial Planning January 2006 - September 2007
First Command Financial Planning February 2005 - September 2006
Home Properties May 2002 - May 2004
Skills
Marketing, Advertising, Market Research, Sales, Training, Social Media Marketing, Social Media, Management, Selling, Recruiting, Account Management, Event Planning, Online Advertising, Newsletters, Investment Properties, Marketing Automation, Responsive Web Design, B2B Marketing Strategy, Property Management, B2C Marketing, Graphic Design, Integrated Marketing..., Cause Marketing
Education
Bentley University 2000 — 2004
BS, Marketing
Holy Cross High School 1996 — 2000
Waterbury, CT
Shawn Hurt Shawn Hurt's First Command Financial Planning Experience 1997 - 2008
Job Vice President of Sales and Sales Operations
Industry Wireless
Experience
Misfit Wearables August 2015 - Present
Ingram Micro Mobility January 2014 - August 2015
Ingram Micro Mobility October 2012 - January 2014
Brightpoint North America L.P March 2012 - March 2013
Brightpoint North America L.P October 2009 - March 2012
Sales Diesel March 2008 - October 2009
First Command Financial Planning 1997 - 2008
U.S. Navy June 1993 - August 1998
Skills
Leadership, Management, Sales Management, CRM, Sales, Strategic Planning, Sales Process, B2B, Operations Management, Retail, Training, Sales Operations, Distribution, Field Sales, S&OP implementation, Channel Sales..., Wireless, Contract Negotiation, P&L Management, Indirect Channel Sales, Carrier Relationships, Forecasting, Multi-site Team..., Cross-functional Team..., Account Management, Mobile Devices, New Business Development
Education
Chapman University 1997 — 1998
MS, Organizational Design and Leadership
Oregon State University 1989 — 1993
Bachelor of Science (B.S.)
Misfit Wearables August 2015 - Present
Ingram Micro Mobility January 2014 - August 2015
Ingram Micro Mobility October 2012 - January 2014
Brightpoint North America L.P March 2012 - March 2013
Brightpoint North America L.P October 2009 - March 2012
Sales Diesel March 2008 - October 2009
First Command Financial Planning 1997 - 2008
U.S. Navy June 1993 - August 1998
Skills
Leadership, Management, Sales Management, CRM, Sales, Strategic Planning, Sales Process, B2B, Operations Management, Retail, Training, Sales Operations, Distribution, Field Sales, S&OP implementation, Channel Sales..., Wireless, Contract Negotiation, P&L Management, Indirect Channel Sales, Carrier Relationships, Forecasting, Multi-site Team..., Cross-functional Team..., Account Management, Mobile Devices, New Business Development
Education
Chapman University 1997 — 1998
MS, Organizational Design and Leadership
Oregon State University 1989 — 1993
Bachelor of Science (B.S.)
Darrell Phillipson Darrell Phillipson's First Command Financial Planning Experience January 2003 - January 2004
Job Director, Research Collaboration & Computing Directorate at Air Force Research Laboratory
Industry Defense & Space
Experience
Air Force Research Laboratory December 2014 - Present
Air Force Materiel Command Headquarters May 2012 - December 2014
Air Force Research Laboratory March 2010 - May 2012
Air Force Research Laboratory April 2007 - March 2010
Lockheed Martin February 2004 - April 2007
First Command Financial Planning January 2003 - January 2004
Spectrum Astro, Inc. June 2001 - January 2003
US Air Force July 1989 - June 2001
Skills
Integration, Systems Engineering, DoD, Cross-functional Team..., Requirements Analysis, Program Management, Aerospace, Air Force, Strategic Planning, Supervisory Skills, Mechanical Engineering, Requirements Management, Software Development, Policy, Satellite Systems..., Satellite Imagery, Satellite Ground Systems, Research, Technology Management, Investment Strategies, Licensed Life Insurance..., Project Planning, Strategic Financial..., C4ISR, Defense, National Security, Engineering Management, Proposal Writing, Military, Security Clearance, Sensors, Information Assurance, Space Systems, Earned Value Management, Spacecraft, Defence Sector, Engineering, Organizational..., Military Experience, System Design, Satellite, Simulations, Leadership, Radar, Government Contracting, Analysis, Military Operations, Electronic Warfare, Intelligence, Government
Education
Arizona State University 1995 — 1996
MS, Mechanical Engineering
United States Air Force Academy 1991 — 1995
BS, Mechanical Engineering
Air Force Research Laboratory December 2014 - Present
Air Force Materiel Command Headquarters May 2012 - December 2014
Air Force Research Laboratory March 2010 - May 2012
Air Force Research Laboratory April 2007 - March 2010
Lockheed Martin February 2004 - April 2007
First Command Financial Planning January 2003 - January 2004
Spectrum Astro, Inc. June 2001 - January 2003
US Air Force July 1989 - June 2001
Skills
Integration, Systems Engineering, DoD, Cross-functional Team..., Requirements Analysis, Program Management, Aerospace, Air Force, Strategic Planning, Supervisory Skills, Mechanical Engineering, Requirements Management, Software Development, Policy, Satellite Systems..., Satellite Imagery, Satellite Ground Systems, Research, Technology Management, Investment Strategies, Licensed Life Insurance..., Project Planning, Strategic Financial..., C4ISR, Defense, National Security, Engineering Management, Proposal Writing, Military, Security Clearance, Sensors, Information Assurance, Space Systems, Earned Value Management, Spacecraft, Defence Sector, Engineering, Organizational..., Military Experience, System Design, Satellite, Simulations, Leadership, Radar, Government Contracting, Analysis, Military Operations, Electronic Warfare, Intelligence, Government
Education
Arizona State University 1995 — 1996
MS, Mechanical Engineering
United States Air Force Academy 1991 — 1995
BS, Mechanical Engineering
Tasha Miley Tasha Miley's First Command Financial Planning Experience May 2010 - January 2011
Job 6th Grade Math Teacher at Uncommon Schools Excellence Girls Middle Academy
Industry Primary/Secondary Education
Experience
Uncommon Schools July 2015 - Present
NYC Department of Education September 2013 - June 2015
NYC Teaching Fellows February 2013 - August 2013
WorldTeach January 2012 - December 2012
American University August 2010 - December 2011
American University January 2010 - December 2011
MarketBridge January 2011 - August 2011
First Command Financial Planning May 2010 - January 2011
Pass It Along September 2007 - September 2008
Skills
Event Planning, Facebook, Social Media, Social Media Marketing, Lesson Planning, ESL, Classroom Management, Parent-Teacher..., Spanish, Mathematics, Student-Centered..., Classroom Assessment, Google Analytics, Advertising, Marketing Research, Marketing Communications, Community Outreach, Customer Service, Social Media Outreach, Marketing Strategy, Wordpress, YouTube, Tumblr, Final Cut Pro, Teaching
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
American University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Minor in Communication Studies
Uncommon Schools July 2015 - Present
NYC Department of Education September 2013 - June 2015
NYC Teaching Fellows February 2013 - August 2013
WorldTeach January 2012 - December 2012
American University August 2010 - December 2011
American University January 2010 - December 2011
MarketBridge January 2011 - August 2011
First Command Financial Planning May 2010 - January 2011
Pass It Along September 2007 - September 2008
Skills
Event Planning, Facebook, Social Media, Social Media Marketing, Lesson Planning, ESL, Classroom Management, Parent-Teacher..., Spanish, Mathematics, Student-Centered..., Classroom Assessment, Google Analytics, Advertising, Marketing Research, Marketing Communications, Community Outreach, Customer Service, Social Media Outreach, Marketing Strategy, Wordpress, YouTube, Tumblr, Final Cut Pro, Teaching
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
American University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Minor in Communication Studies
Steven Sperry, CFA Steven Sperry, CFA's First Command Financial Planning Experience February 2010 - January 2011
Job Advisory Specialist at American Funds
Industry Financial Services
Experience
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
American Funds July 2013 - Present
American Funds April 2011 - September 2013
GET Phoenix Young Professionals February 2010 - February 2011
First Command Financial Planning February 2010 - January 2011
American Valet March 2007 - March 2010
Merrill Lynch June 2008 - August 2008
UBS June 2007 - August 2007
Skills
Security Analysis, Inside Sales, Financial Planning, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Social Media, Wealth Management
Education
Arizona State University 2005 — 2009
BS, Global Business: Financial Management
Andy Pike, AIF®, CLU® Andy Pike, AIF®, CLU®'s First Command Financial Planning Experience June 2003 - October 2010
Job Owner, Quo Vadis Financial Management
Industry Financial Services
Experience
Quo Vadis Financial Management Inc November 2010 - Present
Kingdom Advisors 2013 - Present
National Christian Foundation June 2014 - Present
First Command Financial Planning June 2003 - October 2010
United States Air Force June 1977 - June 2003
Skills
Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Securities, Financial Services, Wealth Management, Fixed Annuities, Cash-flow Management, Variable Annuities, Coaching, Accredited Investment..., Property and Casualty..., Series 7, Series 63, Series 6, Series 65
Education
Wayland Baptist University - Hawaii 2012 — 2016
Master of Arts in Management, Organization Management
Wayland Baptist University - Hawaii 2000 — 2002
Bachelor of Science in Occupational Education, Business Administration
Quo Vadis Financial Management Inc November 2010 - Present
Kingdom Advisors 2013 - Present
National Christian Foundation June 2014 - Present
First Command Financial Planning June 2003 - October 2010
United States Air Force June 1977 - June 2003
Skills
Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Securities, Financial Services, Wealth Management, Fixed Annuities, Cash-flow Management, Variable Annuities, Coaching, Accredited Investment..., Property and Casualty..., Series 7, Series 63, Series 6, Series 65
Education
Wayland Baptist University - Hawaii 2012 — 2016
Master of Arts in Management, Organization Management
Wayland Baptist University - Hawaii 2000 — 2002
Bachelor of Science in Occupational Education, Business Administration
Vicki Rowley Vicki Rowley's First Command Financial Planning Experience December 1999 - May 2003
Job Customer Service Specialist, Data Entry and Loss Draft Specialist
Industry Consumer Services
Experience
Assurant Specialty Property August 2012 - Present
Cameron University July 2012 - August 2012
Assurant Solutions July 2011 - August 2012
Assurant Solutions January 2010 - July 2011
First Command Financial Planning December 1999 - May 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Editing, Insurance, Public Relations, Lotus Notes, Expense Management, Data Entry, Visio, Outlook, Telephone Manner, Credit Cards, Problem Solving, Critical Thinking, Leadership, Management, Coaching, Quality Assurance, Call Centers, Customer Experience, Customer Satisfaction, Team Building
Education
Cameron University 2012 — 2016
Journalism/Broadcasting
Duchesne High School
Pikes Peak Community College
English Language and Literature, General
Assurant Specialty Property August 2012 - Present
Cameron University July 2012 - August 2012
Assurant Solutions July 2011 - August 2012
Assurant Solutions January 2010 - July 2011
First Command Financial Planning December 1999 - May 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Editing, Insurance, Public Relations, Lotus Notes, Expense Management, Data Entry, Visio, Outlook, Telephone Manner, Credit Cards, Problem Solving, Critical Thinking, Leadership, Management, Coaching, Quality Assurance, Call Centers, Customer Experience, Customer Satisfaction, Team Building
Education
Cameron University 2012 — 2016
Journalism/Broadcasting
Duchesne High School
Pikes Peak Community College
English Language and Literature, General
Sonali Agrawal's First Command Financial Planning Experience November 2010 - February 2011
Job Sr. User Experience Architect Consultant at Rexel
Industry Design
Experience
sonaliagrawal.com November 2005 - Present
Rexel March 2015 - Present
NANTHEALTH October 2014 - March 2015
HealthSparq October 2013 - October 2014
CuDerm Corporation January 2012 - July 2013
First Command Financial Planning November 2010 - February 2011
Advantix Interactive, LLC October 2009 - November 2009
Aircheck India Pvt. Ltd. November 2004 - January 2005
Skills
Web Design, CSS, User Experience, HTML 5, Front-end, SEO, CMS, Joomla, Email Marketing, E-commerce, HTML, Adobe Creative Suite, jQuery, FTP, Illustrator, User Interface Design, Responsive Web Design, WordPress, Coda, Web Applications, JavaScript, User Interface, Usability, Photoshop, Website Development, XHTML, Interaction Design, Cross-browser..., Dreamweaver, Web Standards, Adobe Fireworks, Mac OS X, Front-end development, Magento Go, CSS3, UI Design, Google Analytics, Sketch, Axure RP, OmniGraffle, Front-end Development, HTML5
Education
National Institute of Event Management 2003 — 2004
PGDEM, Event Management
Manipal University 2000 — 2003
BIT, Computer
University of Pune 2000 — 2003
BA, Economics
sonaliagrawal.com November 2005 - Present
Rexel March 2015 - Present
NANTHEALTH October 2014 - March 2015
HealthSparq October 2013 - October 2014
CuDerm Corporation January 2012 - July 2013
First Command Financial Planning November 2010 - February 2011
Advantix Interactive, LLC October 2009 - November 2009
Aircheck India Pvt. Ltd. November 2004 - January 2005
Skills
Web Design, CSS, User Experience, HTML 5, Front-end, SEO, CMS, Joomla, Email Marketing, E-commerce, HTML, Adobe Creative Suite, jQuery, FTP, Illustrator, User Interface Design, Responsive Web Design, WordPress, Coda, Web Applications, JavaScript, User Interface, Usability, Photoshop, Website Development, XHTML, Interaction Design, Cross-browser..., Dreamweaver, Web Standards, Adobe Fireworks, Mac OS X, Front-end development, Magento Go, CSS3, UI Design, Google Analytics, Sketch, Axure RP, OmniGraffle, Front-end Development, HTML5
Education
National Institute of Event Management 2003 — 2004
PGDEM, Event Management
Manipal University 2000 — 2003
BIT, Computer
University of Pune 2000 — 2003
BA, Economics
Lauren Faulkner's First Command Financial Planning Experience 2008 - 2009
Job Digital Marketing/Social Media
Industry Media Production
Experience
Faulkner Enterprises, Inc February 2013 - Present
US Equity Advantage April 2013 - June 2013
US Equity Advantage May 2012 - April 2013
US Equity Advantage January 2011 - April 2012
Sheraton Orlando Downtown Hotel (Turnberry Associates June 2010 - January 2011
Lauren Hooker Piano Studios 1996 - January 2011
Turnberry Associates October 2009 - June 2010
The Ritz-Carlton Destination Club June 2008 - October 2009
First Command Financial Planning 2008 - 2009
Marriott International September 2006 - June 2008
Skills
Customer Relations, Customer Service, Outlook, Microsoft Office, Strategic Planning, PowerPoint, Sales Management, Word, Excel, Negotiation, Inventory Management, Event Planning, Administration, Social Media, Hotels, Team Building, Event Management, Marketing Strategy, Hiring, New Business Development, Scheduling, Account Management, Social Media Marketing
Education
Florida State University 2001 — 2005
Business Management
Faulkner Enterprises, Inc February 2013 - Present
US Equity Advantage April 2013 - June 2013
US Equity Advantage May 2012 - April 2013
US Equity Advantage January 2011 - April 2012
Sheraton Orlando Downtown Hotel (Turnberry Associates June 2010 - January 2011
Lauren Hooker Piano Studios 1996 - January 2011
Turnberry Associates October 2009 - June 2010
The Ritz-Carlton Destination Club June 2008 - October 2009
First Command Financial Planning 2008 - 2009
Marriott International September 2006 - June 2008
Skills
Customer Relations, Customer Service, Outlook, Microsoft Office, Strategic Planning, PowerPoint, Sales Management, Word, Excel, Negotiation, Inventory Management, Event Planning, Administration, Social Media, Hotels, Team Building, Event Management, Marketing Strategy, Hiring, New Business Development, Scheduling, Account Management, Social Media Marketing
Education
Florida State University 2001 — 2005
Business Management
Jeremy H Panwala's First Command Financial Planning Experience May 2009 - August 2009
Job Certified Scrum Master (CSM), Agile Coach, President and CEO at LIVE IT.
Industry Information Technology and Services
Experience
LIVE IT. September 2014 - Present
NTT Data Corporation May 2013 - December 2014
TeraThink Corporation June 2012 - May 2013
Pragmatics, Inc. June 2010 - September 2012
Pragmatics, Inc. June 2010 - April 2011
ManTech October 2008 - May 2010
Choice Hotels International October 2007 - December 2009
First Command Financial Planning May 2009 - August 2009
Skills
Project Management, Business Process..., Agile Project Management, Scrum, Quality Assurance, Software Lifecycle..., Requirements Analysis, Business Strategy, Entrepreneurship, Program Management, PMO Services, Software Project..., Process Improvement, MS Project, Integration, Leadership, Management, Risk Management, Visio, SDLC, Security, Business Process, PMP, SharePoint, Software Documentation, Management Consulting, Cross-functional Team..., Software Development, Project Portfolio..., PMO, Consulting, Business Analysis, Analysis, Microsoft Office, IT Strategy, Microsoft Project
Education
George Mason University - School of Management 2006 — 2010
Finance & Business Management, Finance, General
George Mason University
Bachelor's degree, Finance, General
LIVE IT. September 2014 - Present
NTT Data Corporation May 2013 - December 2014
TeraThink Corporation June 2012 - May 2013
Pragmatics, Inc. June 2010 - September 2012
Pragmatics, Inc. June 2010 - April 2011
ManTech October 2008 - May 2010
Choice Hotels International October 2007 - December 2009
First Command Financial Planning May 2009 - August 2009
Skills
Project Management, Business Process..., Agile Project Management, Scrum, Quality Assurance, Software Lifecycle..., Requirements Analysis, Business Strategy, Entrepreneurship, Program Management, PMO Services, Software Project..., Process Improvement, MS Project, Integration, Leadership, Management, Risk Management, Visio, SDLC, Security, Business Process, PMP, SharePoint, Software Documentation, Management Consulting, Cross-functional Team..., Software Development, Project Portfolio..., PMO, Consulting, Business Analysis, Analysis, Microsoft Office, IT Strategy, Microsoft Project
Education
George Mason University - School of Management 2006 — 2010
Finance & Business Management, Finance, General
George Mason University
Bachelor's degree, Finance, General
Brianna York Brianna York's First Command Financial Planning Experience June 2007 - September 2007
Job Intentional Technology Consultant, Connector & International Explorer Seeking Remote Opportunity
Industry Information Technology and Services
Experience
Primitive Logic June 2012 - February 2015
Campus Coliving October 2014 - December 2014
Deloitte Consulting August 2010 - June 2012
Deloitte Consulting February 2008 - August 2010
First Command Financial Planning June 2007 - September 2007
Skills
SDLC, Requirements Gathering, Business Process..., Management Consulting, Business Analysis, IT Strategy, PMO, Project Management, Business Process Design, Business Transformation, Enterprise Architecture, ERP, Consulting, Project Portfolio..., Software Project..., Salesforce.com..., Integration
Education
University of Arizona, Eller College of Management 2004 — 2007
Bachelor’s Degree, Finance, Magna Cum Laude, Overall GPA 3.76; Finance GPA 4.0
Dublin Business School 2006 — 2006
Bachelor's Degree, Study Abroad Program
Primitive Logic June 2012 - February 2015
Campus Coliving October 2014 - December 2014
Deloitte Consulting August 2010 - June 2012
Deloitte Consulting February 2008 - August 2010
First Command Financial Planning June 2007 - September 2007
Skills
SDLC, Requirements Gathering, Business Process..., Management Consulting, Business Analysis, IT Strategy, PMO, Project Management, Business Process Design, Business Transformation, Enterprise Architecture, ERP, Consulting, Project Portfolio..., Software Project..., Salesforce.com..., Integration
Education
University of Arizona, Eller College of Management 2004 — 2007
Bachelor’s Degree, Finance, Magna Cum Laude, Overall GPA 3.76; Finance GPA 4.0
Dublin Business School 2006 — 2006
Bachelor's Degree, Study Abroad Program
Jordan Light's First Command Financial Planning Experience November 2009 - December 2010
Job National Account Executive (NonIT) at DISYS
Industry Staffing and Recruiting
Experience
DISYS April 2015 - Present
Apex Systems 2012 - April 2015
Birmingham Weekly May 2011 - February 2012
First Command Financial Planning November 2009 - December 2010
Aura Asset Management February 2009 - October 2009
Skills
Sales Process, Microsoft Office, Marketing Strategy, Staffing Services, Technical Recruiting, Google Ad Planner, Trade Finance, Financial Advisory, Series 7, Series 63, Series 65, General Insurance, Recruiting, Internet Recruiting, Temporary Placement, Screening Resumes, B2B, Start-ups, Information Technology, Building Relationships, Account Management, Sales, Cold Calling, Staff Augmentation, Applicant Tracking..., Contract Recruitment, Leadership, Management, Consulting, Business Development, Networking, Vendor Management, Relationship Building
Education
Louisiana State University 2003 — 2007
General Studies, Sociology, Construction MGT, Business MGT
C.E. Byrd
DISYS April 2015 - Present
Apex Systems 2012 - April 2015
Birmingham Weekly May 2011 - February 2012
First Command Financial Planning November 2009 - December 2010
Aura Asset Management February 2009 - October 2009
Skills
Sales Process, Microsoft Office, Marketing Strategy, Staffing Services, Technical Recruiting, Google Ad Planner, Trade Finance, Financial Advisory, Series 7, Series 63, Series 65, General Insurance, Recruiting, Internet Recruiting, Temporary Placement, Screening Resumes, B2B, Start-ups, Information Technology, Building Relationships, Account Management, Sales, Cold Calling, Staff Augmentation, Applicant Tracking..., Contract Recruitment, Leadership, Management, Consulting, Business Development, Networking, Vendor Management, Relationship Building
Education
Louisiana State University 2003 — 2007
General Studies, Sociology, Construction MGT, Business MGT
C.E. Byrd
Jeffrey Oehler Jeffrey Oehler's First Command Financial Planning Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Planning 2011 - Present
United States Air Force 2003 - 2011
United States Air Force 1994 - 2003
United States Air Force 1992 - 1994
United States Air Force 1986 - 1992
United States Air Force 1986 - 1986
United States Air Force 1986 - 1986
Skills
Visual Information, PowerPoint, Process Improvement, Analysis, Public Speaking, Security Clearance, Leadership, Military
Education
University of Nebraska at Omaha 1996 — 2000
BS, Political Science
Community College of the Air Force
Associate's Degree, Visual Information Photography
Community College of the Air Force
Associate's degree, Health Services Administration
First Command Financial Planning 2011 - Present
United States Air Force 2003 - 2011
United States Air Force 1994 - 2003
United States Air Force 1992 - 1994
United States Air Force 1986 - 1992
United States Air Force 1986 - 1986
United States Air Force 1986 - 1986
Skills
Visual Information, PowerPoint, Process Improvement, Analysis, Public Speaking, Security Clearance, Leadership, Military
Education
University of Nebraska at Omaha 1996 — 2000
BS, Political Science
Community College of the Air Force
Associate's Degree, Visual Information Photography
Community College of the Air Force
Associate's degree, Health Services Administration
Maryann Medford Maryann Medford's First Command Financial Planning Experience May 1999 - May 2000
Job Owner, Tupperware
Industry Retail
Experience
Tupperware May 1998 - Present
First Command Financial Planning May 1999 - May 2000
USAF December 1977 - June 1995
Skills
Customer Service, Small Business, Marketing Strategy, Team Building, Marketing, Strategic Planning, Coaching, Public Speaking, Sales, Social Media, Social Media Marketing, Retail, Event Planning, Advertising, Leadership Development, Account Management, Project Management, Management, Team Leadership, Time Management, Recruiting, Microsoft Office, Fundraising, Training, Leadership, Social Networking
Education
Community College of the Air Force 1979 — 1985
Associate of Arts and Sciences (A.A.S.), Music Teacher Education
Nassau Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Music Teacher Education
Tupperware May 1998 - Present
First Command Financial Planning May 1999 - May 2000
USAF December 1977 - June 1995
Skills
Customer Service, Small Business, Marketing Strategy, Team Building, Marketing, Strategic Planning, Coaching, Public Speaking, Sales, Social Media, Social Media Marketing, Retail, Event Planning, Advertising, Leadership Development, Account Management, Project Management, Management, Team Leadership, Time Management, Recruiting, Microsoft Office, Fundraising, Training, Leadership, Social Networking
Education
Community College of the Air Force 1979 — 1985
Associate of Arts and Sciences (A.A.S.), Music Teacher Education
Nassau Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Music Teacher Education
Travis Massey Travis Massey's First Command Financial Planning Experience January 2012 - April 2013
Job Youth Group Home Staff
Industry Individual & Family Services
Experience
USGS/EROS January 2014 - May 2014
First Command Financial Planning January 2012 - April 2013
United States Air Force October 1991 - November 2011
Skills
Strategic Financial..., Wealth Management, Retirement, Risk Management, Military, Long-term Care, Financial Planners, Asset Protection, Protection, Budgets, Retirement Planning, Life Insurance, Financial Planning, Insurance Planning, Budgeting, Safety Management..., Safety, Fire Safety, Process Safety, Environmental Awareness, Environmental Compliance, Contract Management, Customer Service, Supervisory Skills, Supply Chain Management, Teaching, Teamwork, Leadership, Management, Military Experience, Operations Management, Personal Finance, Program Management, Team Leadership, Training, Defense, Financial Advisory, Investments, Military Operations, Team Building
Education
Colorado Technical University 2006 — 2008
Associate's degree, Accounting
Community College of the Air Force 1991 — 2008
Associate's degree, Criminal Justice
USGS/EROS January 2014 - May 2014
First Command Financial Planning January 2012 - April 2013
United States Air Force October 1991 - November 2011
Skills
Strategic Financial..., Wealth Management, Retirement, Risk Management, Military, Long-term Care, Financial Planners, Asset Protection, Protection, Budgets, Retirement Planning, Life Insurance, Financial Planning, Insurance Planning, Budgeting, Safety Management..., Safety, Fire Safety, Process Safety, Environmental Awareness, Environmental Compliance, Contract Management, Customer Service, Supervisory Skills, Supply Chain Management, Teaching, Teamwork, Leadership, Management, Military Experience, Operations Management, Personal Finance, Program Management, Team Leadership, Training, Defense, Financial Advisory, Investments, Military Operations, Team Building
Education
Colorado Technical University 2006 — 2008
Associate's degree, Accounting
Community College of the Air Force 1991 — 2008
Associate's degree, Criminal Justice
Mike Kell Mike Kell's First Command Financial Planning Experience May 2007 - June 2008
Job Vice President, Program Management and Business Development at AI Insight Inc.
Industry Financial Services
Experience
AI Insight Inc. November 2011 - Present
Cadaret Grant August 2008 - November 2011
First Command Financial Planning May 2007 - June 2008
United States Air Force August 2001 - January 2008
Skills
Alternative Investments, AI Insight Platform, Due Diligence, Series 7, Series 24, Series 65, Hedge Funds, Private Placements, Private Equity, Financial Analysis, FINRA, Risk Management, Securities, Investments, Series 63, Financial Advisory, Management, Asset Managment, Strategic Financial..., Portfolio Management, Equities, Insurance, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Retirement, Trading, 401k, Bonds, Data Analysis, Investment Management, Financial Markets, Sales, Funding, Commodity, Life Insurance, Venture Capital, IRAs, Asset Management
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Troy University 2006 — 2008
MBA, Sorrell College of Business
Embry-Riddle Aeronautical University 2004 — 2006
BS, Technical Management / Logistics
AI Insight Inc. November 2011 - Present
Cadaret Grant August 2008 - November 2011
First Command Financial Planning May 2007 - June 2008
United States Air Force August 2001 - January 2008
Skills
Alternative Investments, AI Insight Platform, Due Diligence, Series 7, Series 24, Series 65, Hedge Funds, Private Placements, Private Equity, Financial Analysis, FINRA, Risk Management, Securities, Investments, Series 63, Financial Advisory, Management, Asset Managment, Strategic Financial..., Portfolio Management, Equities, Insurance, Finance, Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Retirement, Trading, 401k, Bonds, Data Analysis, Investment Management, Financial Markets, Sales, Funding, Commodity, Life Insurance, Venture Capital, IRAs, Asset Management
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Troy University 2006 — 2008
MBA, Sorrell College of Business
Embry-Riddle Aeronautical University 2004 — 2006
BS, Technical Management / Logistics
John Luke's First Command Financial Planning Experience July 2014 - Present
Job Office Manager at First Command Financial Services
Industry Marketing and Advertising
Experience
First Command Financial Planning July 2014 - Present
First Command Financial Services July 2014 - Present
VizPress, Inc. May 2007 - Present
A FROG Company June 2013 - Present
Choice Awards & Signs September 2002 - May 2007
US Army January 1993 - October 1996
Skills
Graphic Design, Trade Shows, Branding & Identity, Logo Design, Social Media, Corporate Gifts, Banners, Web Development, Wide Format Printing, Signs, Embroidery, Screen Printing, Marketing, Advertising, Direct Mail, Social Media Marketing, Direct Marketing, Online Advertising, Brand Development, Digital Media, Photoshop, Corporate Identity, Packaging, Multimedia, Social Networking, Art Direction, Website Development, Marketing Strategy, Adobe Creative Suite, Graphics, Web Design, Brochures, Integrated Marketing, Copywriting, Corporate Branding, Online Marketing, Digital Marketing, Layout, SEO, Posters, Facebook, Illustrator, Newsletters, Creative Direction, Creative Strategy, WordPress, Email Marketing, Business Cards, Dreamweaver, Mac
Education
Central Piedmont Community College 1989 — 1990
AA, Broadcasting
Gaston College 1986 — 1988
AA, Radio and Television Broadcasting Technology/Technician
First Command Financial Planning July 2014 - Present
First Command Financial Services July 2014 - Present
VizPress, Inc. May 2007 - Present
A FROG Company June 2013 - Present
Choice Awards & Signs September 2002 - May 2007
US Army January 1993 - October 1996
Skills
Graphic Design, Trade Shows, Branding & Identity, Logo Design, Social Media, Corporate Gifts, Banners, Web Development, Wide Format Printing, Signs, Embroidery, Screen Printing, Marketing, Advertising, Direct Mail, Social Media Marketing, Direct Marketing, Online Advertising, Brand Development, Digital Media, Photoshop, Corporate Identity, Packaging, Multimedia, Social Networking, Art Direction, Website Development, Marketing Strategy, Adobe Creative Suite, Graphics, Web Design, Brochures, Integrated Marketing, Copywriting, Corporate Branding, Online Marketing, Digital Marketing, Layout, SEO, Posters, Facebook, Illustrator, Newsletters, Creative Direction, Creative Strategy, WordPress, Email Marketing, Business Cards, Dreamweaver, Mac
Education
Central Piedmont Community College 1989 — 1990
AA, Broadcasting
Gaston College 1986 — 1988
AA, Radio and Television Broadcasting Technology/Technician
Lamar Smith Lamar Smith's First Command Financial Planning Experience 1992 - 2007
Job Owner and CEO at ViscoTech, Vista Commercial Technologies, LLC
Industry Writing and Editing
Experience
ViscoTech 2012 - Present
Torchmark, Inc. (NYSE: TMK) 2000 - Present
Search Ministries 1998 - Present
Vista Machine Company 2010 - 2012
First Command Financial Planning 1992 - 2007
Lifetime Guarantee Ministries 1998 - 2006
First Command Financial Planning 1985 - 1992
First Command Financial Planning February 1985 - December 1985
First Command Financial Planning 1977 - 1985
US Air Force 1972 - 1977
Skills
Sales, Strategic Planning, Consumer Behaviour, Executive Management, Team Building, Leadership, Training, Marketing, Fundraising, Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Small Business, Program Management, Proposal Writing, Business Planning, Non-profits, Analysis, Business Development, New Business Development, Public Speaking, Command, Military, Coaching, Entrepreneurship, Community Outreach, Nonprofits, Management, Risk Management, Strategic Partnerships, Organizational..., Government, Management Consulting, Air Force, Contract Negotiation, Operations Management, Consulting, Mergers & Acquisitions, Government Contracting, Project Planning, Team Leadership, Process Improvement, Start-ups, Marketing Strategy, Strategic Leadership, Budgets, Executive Coaching, International Business, Organizational...
Education
Georgia State University 1967 — 1969
B.B.A., Business Administration
Middle Georgia College 1965 — 1967
Associate's degree, Business Administration and Management, General
ViscoTech 2012 - Present
Torchmark, Inc. (NYSE: TMK) 2000 - Present
Search Ministries 1998 - Present
Vista Machine Company 2010 - 2012
First Command Financial Planning 1992 - 2007
Lifetime Guarantee Ministries 1998 - 2006
First Command Financial Planning 1985 - 1992
First Command Financial Planning February 1985 - December 1985
First Command Financial Planning 1977 - 1985
US Air Force 1972 - 1977
Skills
Sales, Strategic Planning, Consumer Behaviour, Executive Management, Team Building, Leadership, Training, Marketing, Fundraising, Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Small Business, Program Management, Proposal Writing, Business Planning, Non-profits, Analysis, Business Development, New Business Development, Public Speaking, Command, Military, Coaching, Entrepreneurship, Community Outreach, Nonprofits, Management, Risk Management, Strategic Partnerships, Organizational..., Government, Management Consulting, Air Force, Contract Negotiation, Operations Management, Consulting, Mergers & Acquisitions, Government Contracting, Project Planning, Team Leadership, Process Improvement, Start-ups, Marketing Strategy, Strategic Leadership, Budgets, Executive Coaching, International Business, Organizational...
Education
Georgia State University 1967 — 1969
B.B.A., Business Administration
Middle Georgia College 1965 — 1967
Associate's degree, Business Administration and Management, General
Trent Honea Trent Honea's First Command Financial Planning Experience October 2009 - August 2012
Job Red Prairie JDA Developer, Experienced IT Professional, Information Systems Analyst, Project Manager, Software Engineer
Industry Information Technology and Services
Experience
Rent-A-Center August 2012 - July 2014
First Command Financial Planning October 2009 - August 2012
RCG Information Technology March 2008 - September 2008
ATC Logistics & Electronics March 2007 - October 2007
TLT Construction Company April 2003 - March 2007
Government Resource Associates, LLC October 2002 - April 2003
City of Fort Worth Police Department 2000 - 2002
Philips Speech Processing 2000 - 2000
Mary Kay, Inc. 1998 - 2000
Tandy Corporation 1993 - 1998
Skills
Project Management, Business Analysis, PL/SQL, Oracle PL/SQL..., Red Prairie, Full SDLC, Requirements Gathering, Software Consulting, Report Writing, Website Development, MOCA Command Development, Management Consulting, Department Budgeting, Red Prairie Integrator, RP Integration..., Red Prairie Report..., Nice Labels 5 - Red..., Visio, IT Management, Integration, Leadership, SDLC, Requirements Analysis, Systems Analysis, Management, Vendor Management, Consulting, Process Improvement, Software Documentation
Education
Baylor University 1989 — 1992
BA, Major Communications, Minor Computer Science
University of Phoenix 2007 — 2008
Masters, Information Systems
The University of Texas at Arlington 1987 — 1989
Rent-A-Center August 2012 - July 2014
First Command Financial Planning October 2009 - August 2012
RCG Information Technology March 2008 - September 2008
ATC Logistics & Electronics March 2007 - October 2007
TLT Construction Company April 2003 - March 2007
Government Resource Associates, LLC October 2002 - April 2003
City of Fort Worth Police Department 2000 - 2002
Philips Speech Processing 2000 - 2000
Mary Kay, Inc. 1998 - 2000
Tandy Corporation 1993 - 1998
Skills
Project Management, Business Analysis, PL/SQL, Oracle PL/SQL..., Red Prairie, Full SDLC, Requirements Gathering, Software Consulting, Report Writing, Website Development, MOCA Command Development, Management Consulting, Department Budgeting, Red Prairie Integrator, RP Integration..., Red Prairie Report..., Nice Labels 5 - Red..., Visio, IT Management, Integration, Leadership, SDLC, Requirements Analysis, Systems Analysis, Management, Vendor Management, Consulting, Process Improvement, Software Documentation
Education
Baylor University 1989 — 1992
BA, Major Communications, Minor Computer Science
University of Phoenix 2007 — 2008
Masters, Information Systems
The University of Texas at Arlington 1987 — 1989
Theodore Fluck's First Command Financial Planning Experience June 2001 - October 2008
Job National Sales Manager
Industry Management Consulting
Experience
Ascend Clinical April 2012 - Present
Ascend Genomics January 2014 - January 2015
HomeChoice Partners 2011 - 2012
Gambro Renal Products October 2008 - October 2011
First Command Financial Planning June 2001 - October 2008
US Army 1997 - 2002
Skills
Sales, Leadership, Leadership Development, Sales Operations, Marketing Strategy, Strategic Planning, Team Building, Strategy, Selling Skills, Healthcare, Medical Devices, Contract Negotiation, New Business Development, Account Management, Salesforce.com, Business Development, Hospitals, Key Account Management, Finance, Cross-functional Team..., Management, Training, Healthcare Management, Sales Management, Human Resources, Managed Care, Insurance, Product Launch, Time Management, Risk Management, Customer Service, Process Improvement, Marketing
Education
Cabrini College 2014 — 2015
Master of Science in Leadership (MSL), Organizational Leadership, 3.9
James Madison University 1995 — 1997
BS, Geographic Information Science and Cartography
Valley Forge Military College 1993 — 1995
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
Ascend Clinical April 2012 - Present
Ascend Genomics January 2014 - January 2015
HomeChoice Partners 2011 - 2012
Gambro Renal Products October 2008 - October 2011
First Command Financial Planning June 2001 - October 2008
US Army 1997 - 2002
Skills
Sales, Leadership, Leadership Development, Sales Operations, Marketing Strategy, Strategic Planning, Team Building, Strategy, Selling Skills, Healthcare, Medical Devices, Contract Negotiation, New Business Development, Account Management, Salesforce.com, Business Development, Hospitals, Key Account Management, Finance, Cross-functional Team..., Management, Training, Healthcare Management, Sales Management, Human Resources, Managed Care, Insurance, Product Launch, Time Management, Risk Management, Customer Service, Process Improvement, Marketing
Education
Cabrini College 2014 — 2015
Master of Science in Leadership (MSL), Organizational Leadership, 3.9
James Madison University 1995 — 1997
BS, Geographic Information Science and Cartography
Valley Forge Military College 1993 — 1995
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
Renee Collingwood, CFP®'s First Command Financial Planning Experience September 2002 - June 2006
Job .
Industry Financial Services
Experience
US Army October 1993 - March 2008
Franklin Templeton World Headquarters June 2006 - June 2007
First Command Financial Planning September 2002 - June 2006
Asian Art Museum August 2000 - May 2001
Skills
Leadership, Program Management, Investments, Strategic Financial..., Management, Strategy, Training, Government, Budgets, Mutual Funds, German, Japanese, Military, Microsoft Office, Military Operations, Project Planning, Insurance, Financial Analysis, Series 7, Small Business, Series 63, Process Improvement, Financial Planning, Command, Series 6, Intelligence, Microsoft Excel, Mandarin, Teaching, Wealth Management, Asset Allocation, Retirement, Life Insurance, Microsoft Word, Investment Strategies, Writing, Mentoring, International Relations, Coaching, Estate Planning, Change Management, PowerPoint, Fixed Annuities, Securities, Retirement Planning, Organizational...
Education
University of North Texas 2009 — 2009
Certificate
Defense Language Institue, Presidio of Monterey 2001 — 2002
AA
John F. Kennedy Special Warfare College 2001 — 2001
Civil Affairs Officer Advanced Course
Army Logistics Management College, Ft Lee VA 1998 — 1999
Combined Logistics Officer Advanced Course
Cornell University 1989 — 1993
BA
Sparks High School 1985 — 1989
US Army October 1993 - March 2008
Franklin Templeton World Headquarters June 2006 - June 2007
First Command Financial Planning September 2002 - June 2006
Asian Art Museum August 2000 - May 2001
Skills
Leadership, Program Management, Investments, Strategic Financial..., Management, Strategy, Training, Government, Budgets, Mutual Funds, German, Japanese, Military, Microsoft Office, Military Operations, Project Planning, Insurance, Financial Analysis, Series 7, Small Business, Series 63, Process Improvement, Financial Planning, Command, Series 6, Intelligence, Microsoft Excel, Mandarin, Teaching, Wealth Management, Asset Allocation, Retirement, Life Insurance, Microsoft Word, Investment Strategies, Writing, Mentoring, International Relations, Coaching, Estate Planning, Change Management, PowerPoint, Fixed Annuities, Securities, Retirement Planning, Organizational...
Education
University of North Texas 2009 — 2009
Certificate
Defense Language Institue, Presidio of Monterey 2001 — 2002
AA
John F. Kennedy Special Warfare College 2001 — 2001
Civil Affairs Officer Advanced Course
Army Logistics Management College, Ft Lee VA 1998 — 1999
Combined Logistics Officer Advanced Course
Cornell University 1989 — 1993
BA
Sparks High School 1985 — 1989
Amy M. Mancini's First Command Financial Planning Experience November 2011 - February 2013
Job Staff Manager at Western & Southern Life
Industry Financial Services
Experience
Western & Southern Life March 2014 - Present
Transamerica February 2013 - February 2014
First Command Financial Planning November 2011 - February 2013
JPMorgan Chase April 2008 - November 2011
Paychex, Inc. July 2006 - April 2008
Paychex June 2005 - July 2006
Paychex August 2004 - June 2005
Paychex May 2003 - August 2004
Education
State University of New York College at Brockport 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 1999 — 2000
Western & Southern Life March 2014 - Present
Transamerica February 2013 - February 2014
First Command Financial Planning November 2011 - February 2013
JPMorgan Chase April 2008 - November 2011
Paychex, Inc. July 2006 - April 2008
Paychex June 2005 - July 2006
Paychex August 2004 - June 2005
Paychex May 2003 - August 2004
Education
State University of New York College at Brockport 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Monroe Community College 1999 — 2000
Axel Guerrero's First Command Financial Planning Experience 2006 - 2006
Job at Northrop Grumman Information Systems
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems June 2008 - Present
Sogeti April 2007 - November 2009
American Airlines 2004 - 2008
Software Architects, Inc. October 1996 - April 2007
First Command Financial Planning 2006 - 2006
Sinapsis June 1992 - September 1996
Skills
Agile Methodologies
Education
Instituto Tecnológico de Ciudad Madero 1987 — 1990
Northrop Grumman Information Systems June 2008 - Present
Sogeti April 2007 - November 2009
American Airlines 2004 - 2008
Software Architects, Inc. October 1996 - April 2007
First Command Financial Planning 2006 - 2006
Sinapsis June 1992 - September 1996
Skills
Agile Methodologies
Education
Instituto Tecnológico de Ciudad Madero 1987 — 1990
Corey Lessmann's First Command Financial Planning Experience January 2011 - Present
Job Experienced Team Builder, Coach, Recruiter and Presenter
Industry Staffing and Recruiting
Experience
First Command Financial Planning January 2011 - Present
Thrivent Financial February 2006 - January 2011
Education
Briar Cliff University 1990 — 1993
First Command Financial Planning January 2011 - Present
Thrivent Financial February 2006 - January 2011
Education
Briar Cliff University 1990 — 1993
Rich Lair's First Command Financial Planning Experience February 2005 - July 2007
Job Adjunct Professor at Large
Industry Computer & Network Security
Experience
ITT Technical Institute January 2009 - Present
Tarrant County College Northeast Campus January 2004 - Present
Paranet Solutions, LLC August 2007 - February 2009
First Command Financial Planning February 2005 - July 2007
First Command Financial Planning July 2000 - February 2005
Dallas Veterans Affairs Medical Center January 1998 - July 2000
Dallas Veterans Affairs Medical Center March 1993 - January 1998
United States Navy March 1983 - March 1993
Education
City Colleges of Chicago, Naples Italy Campus 1991 — 1992
Associates of Applied Science, Criminal Justice
Excelsior College 1990 — 1991
Bachelors of Science, Sociology
ITT Technical Institute January 2009 - Present
Tarrant County College Northeast Campus January 2004 - Present
Paranet Solutions, LLC August 2007 - February 2009
First Command Financial Planning February 2005 - July 2007
First Command Financial Planning July 2000 - February 2005
Dallas Veterans Affairs Medical Center January 1998 - July 2000
Dallas Veterans Affairs Medical Center March 1993 - January 1998
United States Navy March 1983 - March 1993
Education
City Colleges of Chicago, Naples Italy Campus 1991 — 1992
Associates of Applied Science, Criminal Justice
Excelsior College 1990 — 1991
Bachelors of Science, Sociology
Buffy Donahoo's First Command Financial Planning Experience January 1999 - January 2000
Job Weekend to Remember Director at Family Life
Industry Education Management
Experience
FamilyLife February 2013 - Present
Classical Conversations 2009 - Present
FamilyLife September 2007 - Present
The Hoo Home July 1987 - Present
Independant Distributor July 2006 - 2008
RAF Alconbury Officer's Wives Assoc, UK June 2001 - July 2005
Computer Sciences Corporation June 2000 - July 2005
RAF Alconbury Elementary School August 2003 - June 2005
American National Red Cross June 2000 - June 2005
First Command Financial Planning January 1999 - January 2000
Education
Liberty University 2011 — 2015
Certified Natural Health Professionals 2008 — 2008
CNHP
University of Maryland, Europe 2004 — 2008
City College of Chicago, Berlin, GE 1989 — 1991
El Camino Real Senior High School 1985 — 1987
Carl Albert 1983 — 1985
FamilyLife February 2013 - Present
Classical Conversations 2009 - Present
FamilyLife September 2007 - Present
The Hoo Home July 1987 - Present
Independant Distributor July 2006 - 2008
RAF Alconbury Officer's Wives Assoc, UK June 2001 - July 2005
Computer Sciences Corporation June 2000 - July 2005
RAF Alconbury Elementary School August 2003 - June 2005
American National Red Cross June 2000 - June 2005
First Command Financial Planning January 1999 - January 2000
Education
Liberty University 2011 — 2015
Certified Natural Health Professionals 2008 — 2008
CNHP
University of Maryland, Europe 2004 — 2008
City College of Chicago, Berlin, GE 1989 — 1991
El Camino Real Senior High School 1985 — 1987
Carl Albert 1983 — 1985
Art Porcelli's First Command Financial Planning Experience January 2004 - Present
Job Seeking entrepreneurial career minded individuals to be comprehensive financial advisors.
Industry Financial Services
Experience
First Command Financial Planning January 2004 - Present
First Command 2004 - Present
US Navy 1978 - 2004
HSL 40 US Navy 1994 - 1997
Skills
Navy, Risk Management, Wealth Management, Management, Executive Management, National Security, Comprehensive Planning, DoD, Security Clearance, Military, Leadership, Retirement Planning, Government, Strategic Planning, Portfolio Management, 401k Rollovers, Long Term Care Insurance, Comprehensive Financial..., Financial Planning...
Education
Naval War College 1990 — 1991
MS, Foreign Studies
Salve Regina University 1990 — 1991
MS, Management
United States Naval Academy 1974 — 1978
BS, International Security Affairs
First Command Financial Planning January 2004 - Present
First Command 2004 - Present
US Navy 1978 - 2004
HSL 40 US Navy 1994 - 1997
Skills
Navy, Risk Management, Wealth Management, Management, Executive Management, National Security, Comprehensive Planning, DoD, Security Clearance, Military, Leadership, Retirement Planning, Government, Strategic Planning, Portfolio Management, 401k Rollovers, Long Term Care Insurance, Comprehensive Financial..., Financial Planning...
Education
Naval War College 1990 — 1991
MS, Foreign Studies
Salve Regina University 1990 — 1991
MS, Management
United States Naval Academy 1974 — 1978
BS, International Security Affairs
Kurt Kasun's First Command Financial Planning Experience March 2010 - July 2011
Job Deputy Project Manager and Sales Director at Logi Gold
Industry Investment Management
Experience
Logi Gold January 2014 - Present
Merrill Lynch June 2012 - December 2013
Euro Pacific Capital November 2010 - July 2011
First Command Financial Planning March 2010 - July 2011
Skills
Investments, Portfolio Management, Financial Advisory, Mutual Funds, Series 7, Alternative Investments, Asset Management, Financial Modeling, Series 63, Economics, Series 65, Asset Managment, Venture Capital, Hedge Funds, Writing Newsletters, Sales, New Business Development, Project Management
Education
George Mason University 2003 — 2006
Master of Arts (M.A.), International Business/Trade/Commerce
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (BS), American Government and Politics (United States)
Logi Gold January 2014 - Present
Merrill Lynch June 2012 - December 2013
Euro Pacific Capital November 2010 - July 2011
First Command Financial Planning March 2010 - July 2011
Skills
Investments, Portfolio Management, Financial Advisory, Mutual Funds, Series 7, Alternative Investments, Asset Management, Financial Modeling, Series 63, Economics, Series 65, Asset Managment, Venture Capital, Hedge Funds, Writing Newsletters, Sales, New Business Development, Project Management
Education
George Mason University 2003 — 2006
Master of Arts (M.A.), International Business/Trade/Commerce
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (BS), American Government and Politics (United States)
Chondi Imani's First Command Financial Planning Experience August 2007 - June 2009
Job Owner, Baker, Caterer at B. Mani's Sweets and Eats
Industry Accounting
Experience
Florida Office of Insurance Regulation May 2013 - Present
B. Mani's Sweets and Eats November 2011 - Present
Florida State University December 2010 - May 2013
First Command Financial Planning August 2007 - June 2009
Skills
Social Networking, Account Reconciliation, Accounting, Microsoft Excel, Budgets, Finance, Microsoft Word, Microsoft Office, Risk Management, PowerPoint, Customer Service, Leadership, Management
Education
Florida State University - College of Business 2005 — 2007
Florida Office of Insurance Regulation May 2013 - Present
B. Mani's Sweets and Eats November 2011 - Present
Florida State University December 2010 - May 2013
First Command Financial Planning August 2007 - June 2009
Skills
Social Networking, Account Reconciliation, Accounting, Microsoft Excel, Budgets, Finance, Microsoft Word, Microsoft Office, Risk Management, PowerPoint, Customer Service, Leadership, Management
Education
Florida State University - College of Business 2005 — 2007
Ronald Hornback's First Command Financial Planning Experience March 2003 - July 2005
Job Associate at Eggleston & Briscoe, LLP
Industry Law Practice
Experience
Eggleston & Briscoe, LLP May 2012 - Present
W. Joel Bryant, Attorney at Law February 2012 - May 2012
Donato, Minx, Brown & Pool, P.C. May 2006 - March 2012
First Command Financial Planning March 2003 - July 2005
U.S. Army May 1994 - March 2003
Skills
Subrogation, Liability, Product Liability, Bad Faith, Insurance, Commercial Litigation, Civil Litigation, Litigation, Insurance Law, Public Liability, Arbitration, Personal Injury..., Trials, Construction Law, Construction Defect..., Franchise Disputes, Legal Research
Education
South Texas College of Law 2005 — 2008
JD, Law
Central Michigan University 1998 — 2001
MSA, Human Resources
Texas A&M University 1989 — 1994
BBA, Management - Pre-Law
Tarkington High School 1984 — 1989
HS Diploma
Eggleston & Briscoe, LLP May 2012 - Present
W. Joel Bryant, Attorney at Law February 2012 - May 2012
Donato, Minx, Brown & Pool, P.C. May 2006 - March 2012
First Command Financial Planning March 2003 - July 2005
U.S. Army May 1994 - March 2003
Skills
Subrogation, Liability, Product Liability, Bad Faith, Insurance, Commercial Litigation, Civil Litigation, Litigation, Insurance Law, Public Liability, Arbitration, Personal Injury..., Trials, Construction Law, Construction Defect..., Franchise Disputes, Legal Research
Education
South Texas College of Law 2005 — 2008
JD, Law
Central Michigan University 1998 — 2001
MSA, Human Resources
Texas A&M University 1989 — 1994
BBA, Management - Pre-Law
Tarkington High School 1984 — 1989
HS Diploma
Tammy Blaha's First Command Financial Planning Experience November 1993 - December 1998
Job Scheduling Representative at The University of Kansas Cancer Center
Industry Hospital & Health Care
Experience
The University of Kansas Cancer Center August 2013 - Present
VinSolutions December 2011 - Present
Platinum Realty July 2011 - December 2011
Kellogg Company May 2009 - April 2011
Kellogg's Snacks June 2005 - May 2009
NovaStar Mortgage 2002 - 2004
Sprint 1999 - 2001
First Command Financial Planning November 1993 - December 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Sales, System Administration, Customer Service, Microsoft Office, Management, Account Management, Salesforce.com, Networking, Sales Operations, Customer Satisfaction, Selling, Training
Education
Longview Community College
Knob Noster High School
The University of Kansas Cancer Center August 2013 - Present
VinSolutions December 2011 - Present
Platinum Realty July 2011 - December 2011
Kellogg Company May 2009 - April 2011
Kellogg's Snacks June 2005 - May 2009
NovaStar Mortgage 2002 - 2004
Sprint 1999 - 2001
First Command Financial Planning November 1993 - December 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Sales, System Administration, Customer Service, Microsoft Office, Management, Account Management, Salesforce.com, Networking, Sales Operations, Customer Satisfaction, Selling, Training
Education
Longview Community College
Knob Noster High School
Mark De Luca's First Command Financial Planning Experience May 2006 - March 2008
Job Project Manager and Systems Engineer at HolmesTucker International, Inc.
Industry Military
Experience
US Air Force Academy November 2012 - Present
Holmes-Tucker International, Inc. March 2008 - Present
First Command Financial Planning May 2006 - March 2008
United States Air Force May 1985 - April 2006
Skills
Military, Program Management, Security Clearance, Aviation, Systems Engineering, Defense, DoD, Aerospace, Requirements Analysis, Portfolio Management, Six Sigma, Aircraft, Operations Management, Strategic Planning, Government Contracting, Military Operations, Air Force, National Security, Requirements Management, Information Assurance, Team Building
Education
Air Command and Staff College 1999 — 2000
Master, Military Operational Art and Science
Embry-Riddle Aeronautical University 1993 — 1996
Master, Aeronautical Science
United States Air Force Academy 1981 — 1985
Bachelor of Science, Astronautical Engineering
US Air Force Academy November 2012 - Present
Holmes-Tucker International, Inc. March 2008 - Present
First Command Financial Planning May 2006 - March 2008
United States Air Force May 1985 - April 2006
Skills
Military, Program Management, Security Clearance, Aviation, Systems Engineering, Defense, DoD, Aerospace, Requirements Analysis, Portfolio Management, Six Sigma, Aircraft, Operations Management, Strategic Planning, Government Contracting, Military Operations, Air Force, National Security, Requirements Management, Information Assurance, Team Building
Education
Air Command and Staff College 1999 — 2000
Master, Military Operational Art and Science
Embry-Riddle Aeronautical University 1993 — 1996
Master, Aeronautical Science
United States Air Force Academy 1981 — 1985
Bachelor of Science, Astronautical Engineering
Erin Elkaim's First Command Financial Planning Experience June 2003 - November 2003
Job Research Analyst at CoStar Group
Industry Commercial Real Estate
Experience
CoStar Group February 2006 - Present
Bakery De France May 2005 - December 2005
Addison Avenue Federal Credit Union May 2004 - February 2005
First Command Financial Planning June 2003 - November 2003
Stout Appraisals September 2002 - June 2003
Air Academy Federal Credit Union May 2000 - August 2002
United States Coast Guard August 1999 - April 2000
Education
Colorado Mesa University 1998 — 1999
Criminal Justice
CoStar Group February 2006 - Present
Bakery De France May 2005 - December 2005
Addison Avenue Federal Credit Union May 2004 - February 2005
First Command Financial Planning June 2003 - November 2003
Stout Appraisals September 2002 - June 2003
Air Academy Federal Credit Union May 2000 - August 2002
United States Coast Guard August 1999 - April 2000
Education
Colorado Mesa University 1998 — 1999
Criminal Justice
James (Buddy) Holley's First Command Financial Planning Experience July 2003 - March 2007
Job Territory Sales Manager at PathGroup Labs
Industry Medical Devices
Experience
PathGroup Labs October 2011 - Present
Boston Scientific April 2007 - October 2011
First Command Financial Planning July 2003 - March 2007
Pfizer Pharmaceuticals July 2001 - June 2003
Dana Corporation December 1999 - July 2001
United States Air Force June 1991 - December 1999
Education
Central Michigan University 1993 — 1997
Master's degree, General Administration
Valdosta State University 1986 — 1991
Business Administration, Management
PathGroup Labs October 2011 - Present
Boston Scientific April 2007 - October 2011
First Command Financial Planning July 2003 - March 2007
Pfizer Pharmaceuticals July 2001 - June 2003
Dana Corporation December 1999 - July 2001
United States Air Force June 1991 - December 1999
Education
Central Michigan University 1993 — 1997
Master's degree, General Administration
Valdosta State University 1986 — 1991
Business Administration, Management
Bob Swete's First Command Financial Planning Experience 1984 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Command Financial Planning 1984 - 2005
first command 1983 - 2005
FCFP 1983 - 2005
United States Marine Corps 1964 - 1984
Education
Central Michigan University 1975 — 1978
Master of Arts, Human Resources
First Command Financial Planning 1984 - 2005
first command 1983 - 2005
FCFP 1983 - 2005
United States Marine Corps 1964 - 1984
Education
Central Michigan University 1975 — 1978
Master of Arts, Human Resources
Kimberly Zepeda's First Command Financial Planning Experience July 2010 - September 2011
Job Financial Foundation Spec at USAA
Industry Financial Services
Experience
USAA October 2013 - Present
Synovus May 2012 - Present
E*TRADE Financial December 2011 - February 2012
First Command Financial Planning July 2010 - September 2011
Humana October 2007 - April 2009
Skills
Retirement Planning, Retirement, Disability Insurance, Long Term Care, Financial Planning, Insurance, Employee Benefits, Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Investments, Risk Management, Series 63, Series 6
Education
Columbus State University 2012 — 2014
Bachelor, Business Admin
USAA October 2013 - Present
Synovus May 2012 - Present
E*TRADE Financial December 2011 - February 2012
First Command Financial Planning July 2010 - September 2011
Humana October 2007 - April 2009
Skills
Retirement Planning, Retirement, Disability Insurance, Long Term Care, Financial Planning, Insurance, Employee Benefits, Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Investments, Risk Management, Series 63, Series 6
Education
Columbus State University 2012 — 2014
Bachelor, Business Admin
Scott Calderwood's First Command Financial Planning Experience September 2001 - May 2005
Job National Account Sales Manager, Consumer Product Division Warn Industries
Industry Automotive
Experience
Warn Industries January 2012 - Present
E-Z-GO a Textron Company May 2009 - January 2012
Husqvarna May 2005 - February 2009
First Command Financial Planning September 2001 - May 2005
Electrolux Home Products February 1998 - August 2001
Skills
Strategic Planning, Cross-functional Team..., Inventory Management, Marketing Strategy, Management, Sales, Purchasing, Pricing, Retail, Logistics, Manufacturing, Marketing, Forecasting, Sales Management, Program Management, Process Improvement, New Business Development, Team Building, Operations Management, Six Sigma, Customer Service, Competitive Analysis, Business Development, Trade Shows, Strategy, Product Development, Advertising, Sales Operations, Account Management, P&L Management, Customer Satisfaction, B2B, Automotive, Profit, Product Marketing, Market Planning, Vehicles, Selling, Negotiation, Direct Sales, Sales Process, Business Planning, Contract Negotiation, Budgets, Supply Chain, P&L, Pricing Strategy, Supply Chain Management, Key Account Management, Consumer Products
Education
Augusta State University - College of Business Administration 2007 — 2010
Master's, MBA
Augusta State University 1996 — 2000
Bachelor, Communication
Evans High School 1992 — 1996
Warn Industries January 2012 - Present
E-Z-GO a Textron Company May 2009 - January 2012
Husqvarna May 2005 - February 2009
First Command Financial Planning September 2001 - May 2005
Electrolux Home Products February 1998 - August 2001
Skills
Strategic Planning, Cross-functional Team..., Inventory Management, Marketing Strategy, Management, Sales, Purchasing, Pricing, Retail, Logistics, Manufacturing, Marketing, Forecasting, Sales Management, Program Management, Process Improvement, New Business Development, Team Building, Operations Management, Six Sigma, Customer Service, Competitive Analysis, Business Development, Trade Shows, Strategy, Product Development, Advertising, Sales Operations, Account Management, P&L Management, Customer Satisfaction, B2B, Automotive, Profit, Product Marketing, Market Planning, Vehicles, Selling, Negotiation, Direct Sales, Sales Process, Business Planning, Contract Negotiation, Budgets, Supply Chain, P&L, Pricing Strategy, Supply Chain Management, Key Account Management, Consumer Products
Education
Augusta State University - College of Business Administration 2007 — 2010
Master's, MBA
Augusta State University 1996 — 2000
Bachelor, Communication
Evans High School 1992 — 1996
Michael D Bunting's First Command Financial Planning Experience June 2008 - Present
Job District Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning June 2008 - Present
US Federal Government May 1983 - December 2005
CSM (R) May 1983 - December 2005
Skills
Risk Management, Government, Program Management, Policy, Strategic Planning, Project Management, Analysis, Process Improvement, Microsoft Office, Team Building, Security Clearance, Investments, Microsoft Excel, Public Speaking, Change Management, Leadership, Customer Service, Team Leadership, Military, Research
Education
Campbell University, Norman Adrian Wiggins School of Law 1991 — 1996
BS, psychology
Layton High School 1980 — 1982
High School Degree, none
First Command Financial Planning June 2008 - Present
US Federal Government May 1983 - December 2005
CSM (R) May 1983 - December 2005
Skills
Risk Management, Government, Program Management, Policy, Strategic Planning, Project Management, Analysis, Process Improvement, Microsoft Office, Team Building, Security Clearance, Investments, Microsoft Excel, Public Speaking, Change Management, Leadership, Customer Service, Team Leadership, Military, Research
Education
Campbell University, Norman Adrian Wiggins School of Law 1991 — 1996
BS, psychology
Layton High School 1980 — 1982
High School Degree, none
Milton A Salter's First Command Financial Planning Experience May 1999 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning May 1999 - Present
US Army November 1973 - February 1997
Skills
Government, Process Improvement, Security Clearance, Strategic Planning, Coaching, Retirement Planning, Series 65, Management, Microsoft Excel, Program Management, Series 7, Strategic Financial..., Fixed Annuities, Analysis, 401k Rollovers, Mutual Funds, Team Leadership, Risk Management, Leadership, Public Speaking, Asset Allocation, Microsoft Office, Customer Service, Wealth Management, Team Building, Investment Advisory, Leadership Development, Sales, Training, Uniform Combined State..., Investment Strategies, Estate Planning, IRAs, Portfolio Management, Organizational..., Retirement, DoD, Policy, Financial Planning, Operational Planning, Military Experience, Military Operations
Education
Webster University 1997 — 1998
Master's Degree, Human Resources Development
Loyola University New Orleans 1980 — 1983
Master's degree, Counselor Education/School Counseling and Guidance Services
Virginia Military Institute 1969 — 1973
Bachelor of Arts (BA), History
First Command Financial Planning May 1999 - Present
US Army November 1973 - February 1997
Skills
Government, Process Improvement, Security Clearance, Strategic Planning, Coaching, Retirement Planning, Series 65, Management, Microsoft Excel, Program Management, Series 7, Strategic Financial..., Fixed Annuities, Analysis, 401k Rollovers, Mutual Funds, Team Leadership, Risk Management, Leadership, Public Speaking, Asset Allocation, Microsoft Office, Customer Service, Wealth Management, Team Building, Investment Advisory, Leadership Development, Sales, Training, Uniform Combined State..., Investment Strategies, Estate Planning, IRAs, Portfolio Management, Organizational..., Retirement, DoD, Policy, Financial Planning, Operational Planning, Military Experience, Military Operations
Education
Webster University 1997 — 1998
Master's Degree, Human Resources Development
Loyola University New Orleans 1980 — 1983
Master's degree, Counselor Education/School Counseling and Guidance Services
Virginia Military Institute 1969 — 1973
Bachelor of Arts (BA), History
Brenda Wando's First Command Financial Planning Experience December 1998 - December 2006
Job Administrative Assistant at First Command Financial Planning
Industry Financial Services
Experience
Mary Fay Pendleton School September 2010 - May 2011
First Command Financial Planning December 1998 - December 2006
The Associates August 1998 - December 1998
Ford Consumer Finance Company April 1995 - May 1998
Illinois Institute of Technology January 1993 - August 1993
Illinois Institute of Technology January 1992 - May 1993
Dr. Curtis Lee January 1990 - August 1990
Education
Illinois Institute of Technology 1990 — 1993
Bachelor of Science, Business Administration
University of Hawaii at Hilo
Associates of Science, Data Processing
Mary Fay Pendleton School September 2010 - May 2011
First Command Financial Planning December 1998 - December 2006
The Associates August 1998 - December 1998
Ford Consumer Finance Company April 1995 - May 1998
Illinois Institute of Technology January 1993 - August 1993
Illinois Institute of Technology January 1992 - May 1993
Dr. Curtis Lee January 1990 - August 1990
Education
Illinois Institute of Technology 1990 — 1993
Bachelor of Science, Business Administration
University of Hawaii at Hilo
Associates of Science, Data Processing
Michelle Hathaway's First Command Financial Planning Experience March 2003 - January 2005
Job Music Director at Mary Mother of God Catholic Church
Industry Human Resources
Experience
General Dynamics Information Technology April 2005 - Present
Mary Mother of God Catholic Church October 2004 - Present
First Command Financial Planning March 2003 - January 2005
Education
Boston University
EdM, Human Resource Education
University Of Massachusetts
BS, Psychology
General Dynamics Information Technology April 2005 - Present
Mary Mother of God Catholic Church October 2004 - Present
First Command Financial Planning March 2003 - January 2005
Education
Boston University
EdM, Human Resource Education
University Of Massachusetts
BS, Psychology
Steven M Vause's First Command Financial Planning Experience April 2001 - Present
Job District Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning April 2001 - Present
First Command Financial Services November 1997 - Present
US Navy October 1977 - November 1997
Skills
Financial Planning, Wealth Management, Investments, Risk Management, Mutual Funds, Retirement, Series 7, Financial Analysis, Business Analysis, Financial Services, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory, Series 63, Asset Management, Banking, SDLC
Education
Brenau University 1986 — 1988
Master of Business Administration (MBA), Finance and Strategic Planning
Armstrong State University 1973 — 1977
Chemistry
First Command Financial Planning April 2001 - Present
First Command Financial Services November 1997 - Present
US Navy October 1977 - November 1997
Skills
Financial Planning, Wealth Management, Investments, Risk Management, Mutual Funds, Retirement, Series 7, Financial Analysis, Business Analysis, Financial Services, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Investment Advisory, Series 63, Asset Management, Banking, SDLC
Education
Brenau University 1986 — 1988
Master of Business Administration (MBA), Finance and Strategic Planning
Armstrong State University 1973 — 1977
Chemistry
Robert J Sampson, CFP®'s First Command Financial Planning Experience October 2004 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning October 2004 - Present
United States Navy April 1994 - October 2004
Education
Franklin & Marshall College 1989 — 1993
BA, Government
First Command Financial Planning October 2004 - Present
United States Navy April 1994 - October 2004
Education
Franklin & Marshall College 1989 — 1993
BA, Government
David Dietrich, CFP's First Command Financial Planning Experience 2009 - Present
Job Financial Planner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
Elise John's First Command Financial Planning Experience 1989 - 2005
Job Independent Consulting
Industry Financial Services
Experience
First Command Bank September 2000 - October 2005
First Command Financial Planning 1989 - 2005
US Army 1977 - 1987
Skills
Strategic Financial..., Wealth Management, Risk Management, Financial Analysis, Business Analysis, Leadership, Investments, Strategic Planning, Management Consulting, Program Management, Sales, Management, Process Improvement, Banking, Finance, Portfolio Management, Strategy, Analysis, Executive Management, Change Management, Business Planning, Business Process..., Vendor Management, Cross-functional Team..., Budgets, Business Development, Training, Project Planning, Start-ups, Entrepreneurship, SDLC, Business Strategy, Project Management, Financial Services, Mergers & Acquisitions
Education
University of Southern California 1980 — 1982
MS, MIS
Lehigh University 1973 — 1977
BS, Business
First Command Bank September 2000 - October 2005
First Command Financial Planning 1989 - 2005
US Army 1977 - 1987
Skills
Strategic Financial..., Wealth Management, Risk Management, Financial Analysis, Business Analysis, Leadership, Investments, Strategic Planning, Management Consulting, Program Management, Sales, Management, Process Improvement, Banking, Finance, Portfolio Management, Strategy, Analysis, Executive Management, Change Management, Business Planning, Business Process..., Vendor Management, Cross-functional Team..., Budgets, Business Development, Training, Project Planning, Start-ups, Entrepreneurship, SDLC, Business Strategy, Project Management, Financial Services, Mergers & Acquisitions
Education
University of Southern California 1980 — 1982
MS, MIS
Lehigh University 1973 — 1977
BS, Business
Lee Breard's First Command Financial Planning Experience July 2004 - January 2006
Job Major, US Army
Industry Military
Experience
Army National Guard July 2000 - Present
SD Conservative Action Council July 2007 - March 2009
Breard Consulting Group April 2006 - March 2009
Hancock Bank January 2007 - July 2007
Bruce Whalen for Congress April 2006 - November 2006
First Command Financial Planning July 2004 - January 2006
South Dakota Republican Party July 2004 - November 2004
Louisiana Military Department January 2002 - January 2004
Louisiana Republican Party October 2003 - November 2003
Hunt Downer for Governor August 2003 - October 2003
Skills
Fundraising, Strategic Planning, Leadership, Non-profits, Media Relations, Political Campaigns, Government, Public Policy, Public Speaking, Politics, Army, Military, Military Experience, Nonprofits, Military Operations, Management, Leadership Development, Policy, Political Consulting, Training, National Security, Operational Planning, Security Clearance, Command, Defense, Emergency Management, Intelligence Analysis, DoD
Education
Black Hills State University 2008 — 2010
Masters of Science, Strategic Leadership
Charter Oak State College 2003 — 2007
Bachelor of Science, Economics and Leadership
Louisiana Tech University 2001 — 2003
Business Economics & Military Science
University of Louisiana at Monroe 2000 — 2001
Nursing
Army National Guard July 2000 - Present
SD Conservative Action Council July 2007 - March 2009
Breard Consulting Group April 2006 - March 2009
Hancock Bank January 2007 - July 2007
Bruce Whalen for Congress April 2006 - November 2006
First Command Financial Planning July 2004 - January 2006
South Dakota Republican Party July 2004 - November 2004
Louisiana Military Department January 2002 - January 2004
Louisiana Republican Party October 2003 - November 2003
Hunt Downer for Governor August 2003 - October 2003
Skills
Fundraising, Strategic Planning, Leadership, Non-profits, Media Relations, Political Campaigns, Government, Public Policy, Public Speaking, Politics, Army, Military, Military Experience, Nonprofits, Military Operations, Management, Leadership Development, Policy, Political Consulting, Training, National Security, Operational Planning, Security Clearance, Command, Defense, Emergency Management, Intelligence Analysis, DoD
Education
Black Hills State University 2008 — 2010
Masters of Science, Strategic Leadership
Charter Oak State College 2003 — 2007
Bachelor of Science, Economics and Leadership
Louisiana Tech University 2001 — 2003
Business Economics & Military Science
University of Louisiana at Monroe 2000 — 2001
Nursing
Roy Yenchesky's First Command Financial Planning Experience 1998 - 2009
Job Education Management Professional
Industry Education Management
Experience
USD259 2010 - 2012
Bogue Animal Hospital 1995 - 2010
Aldersgate United Methodist Church 2007 - 2009
Home Owner 2006 - 2009
First Command Financial Planning 1998 - 2009
Lifestyle Home Group 2006 - 2007
Gonzaga University July 1982 - June 1985
Education
Gonzaga University 1983 — 1985
Master of Arts, Administration and Curriculum
Cameron University 1975 — 1976
Bachelor of Science, Business
USD259 2010 - 2012
Bogue Animal Hospital 1995 - 2010
Aldersgate United Methodist Church 2007 - 2009
Home Owner 2006 - 2009
First Command Financial Planning 1998 - 2009
Lifestyle Home Group 2006 - 2007
Gonzaga University July 1982 - June 1985
Education
Gonzaga University 1983 — 1985
Master of Arts, Administration and Curriculum
Cameron University 1975 — 1976
Bachelor of Science, Business
Henry Douglas's First Command Financial Planning Experience January 2007 - December 2013
Job Remedy Application Architect at Bank of America
Industry Banking
Experience
TEKsystems July 2015 - Present
jcpenney December 2013 - August 2015
First Command Financial Planning January 2007 - December 2013
RadioShack Corporation 1999 - 2007
Skills
BMC Remedy, SQL, Change Management, ITIL v3 Foundations..., ITIL, Service Desk, Software Documentation, Visio, Analysis, Requirements Gathering, SDLC, Integration, Requirements Analysis, Disaster Recovery, Business Analysis, IT Service Management, Information Technology
Education
Grambling State University 1983 — 1988
Electronics Engineering Technology
Grambling State University
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
TEKsystems July 2015 - Present
jcpenney December 2013 - August 2015
First Command Financial Planning January 2007 - December 2013
RadioShack Corporation 1999 - 2007
Skills
BMC Remedy, SQL, Change Management, ITIL v3 Foundations..., ITIL, Service Desk, Software Documentation, Visio, Analysis, Requirements Gathering, SDLC, Integration, Requirements Analysis, Disaster Recovery, Business Analysis, IT Service Management, Information Technology
Education
Grambling State University 1983 — 1988
Electronics Engineering Technology
Grambling State University
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
E Espero, MBA's First Command Financial Planning Experience May 2005 - September 2005
Job District Examiner
Industry Banking
Experience
National Credit Union Administration (NCUA) July 2010 - Present
Wachovia Bank July 2007 - May 2009
ADT Security Services October 2006 - July 2007
Target Corporation September 2005 - September 2006
First Command Financial Planning May 2005 - September 2005
US Army Reserves May 1999 - May 2005
Skills
Risk Management, Budgets, Access, Management, Financial Analysis, Credit, Business Development, Strategic Planning, Analysis, Strategy, Forecasting, Finance, Marketing, Strategic Financial..., Leadership, Negotiation, Change Management, Banking, Business Strategy, Business Planning
Education
Saint Mary's College of California 2009 — 2010
Master, Business Administration
California State University-East Bay 2002 — 2005
•Bachelor of Science Degree, Business Administration
National Credit Union Administration (NCUA) July 2010 - Present
Wachovia Bank July 2007 - May 2009
ADT Security Services October 2006 - July 2007
Target Corporation September 2005 - September 2006
First Command Financial Planning May 2005 - September 2005
US Army Reserves May 1999 - May 2005
Skills
Risk Management, Budgets, Access, Management, Financial Analysis, Credit, Business Development, Strategic Planning, Analysis, Strategy, Forecasting, Finance, Marketing, Strategic Financial..., Leadership, Negotiation, Change Management, Banking, Business Strategy, Business Planning
Education
Saint Mary's College of California 2009 — 2010
Master, Business Administration
California State University-East Bay 2002 — 2005
•Bachelor of Science Degree, Business Administration
Donna Taliaferro's First Command Financial Planning Experience February 2011 - April 2011
Job Tax Accountant
Industry Accounting
Experience
MB Tax Service January 2012 - Present
First Command Financial Planning February 2011 - April 2011
Skills
Tax, Accounting, Tax Accounting, Due Diligence, General Ledger, Financial Statements, Internal Audit, Finance, Small Business, Financial Modeling, CPA, Sales Tax, QuickBooks, Payroll, Financial Analysis, Tax Returns, Tax Preparation, Fixed Assets
Education
McMurry University 1981 — 1982
transferred hours to UTA, Accounting and Business/Management
The University of Texas at Arlington - College of Business Administration 1974 — 1982
BBA, Accounting
MB Tax Service January 2012 - Present
First Command Financial Planning February 2011 - April 2011
Skills
Tax, Accounting, Tax Accounting, Due Diligence, General Ledger, Financial Statements, Internal Audit, Finance, Small Business, Financial Modeling, CPA, Sales Tax, QuickBooks, Payroll, Financial Analysis, Tax Returns, Tax Preparation, Fixed Assets
Education
McMurry University 1981 — 1982
transferred hours to UTA, Accounting and Business/Management
The University of Texas at Arlington - College of Business Administration 1974 — 1982
BBA, Accounting
Jodi-Ann Nugent's First Command Financial Planning Experience May 2009 - August 2009
Job Versatile Human Capital Management Professional
Industry Human Resources
Experience
First Command Financial Planning May 2009 - August 2009
Sagicor Life Inc May 2008 - August 2008
General Conference of Seventh-day Adventists November 2007 - May 2008
Adexsus, Chile, South America May 2006 - July 2006
Education
American University - Kogod School of Business 2008 — 2010
MBA, Human Resources, Leadership
Andrews University 2003 — 2007
BBA, BA, International Business and Spanish
First Command Financial Planning May 2009 - August 2009
Sagicor Life Inc May 2008 - August 2008
General Conference of Seventh-day Adventists November 2007 - May 2008
Adexsus, Chile, South America May 2006 - July 2006
Education
American University - Kogod School of Business 2008 — 2010
MBA, Human Resources, Leadership
Andrews University 2003 — 2007
BBA, BA, International Business and Spanish
Sarah Colvin's First Command Financial Planning Experience December 2003 - April 2005
Job Office Manager Plante Moran
Industry Accounting
Experience
EWGA September 2015 - Present
Michigan Mamas, LLC August 2012 - Present
Plante & Moran, PLLC September 2008 - Present
First Command Financial Planning December 2003 - April 2005
Skills
Manufacturing, GAAP, Team Management, Account Reconciliation, Proposal Writing, Accounts Receivable, Accounting, Auditing, Financial Analysis, Healthcare, Training, Nonprofits, CRM, Leadership, Tax, Time Management, Marketing, QuickBooks, Microsoft Office, Event Planning, Internal Controls, Tax Preparation, Internal Audit, Outlook, Microsoft Excel, US GAAP, PowerPoint, Accounts Payable, Administrative..., Microsoft Word, Financial Accounting, Business Development, Financial Reporting, Higher Education, General Ledger, Management, Customer Service, Process Improvement, Budgets, Finance, Team Building
Education
Central Michigan University 1999 — 2003
Bachelor of Science (B.S.), Political Science - Public Administration
EWGA September 2015 - Present
Michigan Mamas, LLC August 2012 - Present
Plante & Moran, PLLC September 2008 - Present
First Command Financial Planning December 2003 - April 2005
Skills
Manufacturing, GAAP, Team Management, Account Reconciliation, Proposal Writing, Accounts Receivable, Accounting, Auditing, Financial Analysis, Healthcare, Training, Nonprofits, CRM, Leadership, Tax, Time Management, Marketing, QuickBooks, Microsoft Office, Event Planning, Internal Controls, Tax Preparation, Internal Audit, Outlook, Microsoft Excel, US GAAP, PowerPoint, Accounts Payable, Administrative..., Microsoft Word, Financial Accounting, Business Development, Financial Reporting, Higher Education, General Ledger, Management, Customer Service, Process Improvement, Budgets, Finance, Team Building
Education
Central Michigan University 1999 — 2003
Bachelor of Science (B.S.), Political Science - Public Administration
Patricia Leibham's First Command Financial Planning Experience February 2011 - May 2012
Job Financial Analyst II at First Command Financial Services
Industry Real Estate
Experience
First Command Financial Services June 2012 - Present
First Command Financial Planning February 2011 - May 2012
Crescent Real Estate September 2004 - December 2010
Fairfield Residential, LLC March 1997 - September 2004
Skills
Excel, Business Objects, Outlook, Timberline, Financial Reporting, Accounts Payable, Accounts Receivable, Cash Flow, Financial Analysis, Microsoft Excel, Budgets, Financial Statements, Accounting, General Ledger, Account Reconciliation, Variance Analysis
Education
Friends University 1992 — 1994
Bachelor of Bs. Administration
Butler Community College 1988 — 1992
Associates of Science
First Command Financial Services June 2012 - Present
First Command Financial Planning February 2011 - May 2012
Crescent Real Estate September 2004 - December 2010
Fairfield Residential, LLC March 1997 - September 2004
Skills
Excel, Business Objects, Outlook, Timberline, Financial Reporting, Accounts Payable, Accounts Receivable, Cash Flow, Financial Analysis, Microsoft Excel, Budgets, Financial Statements, Accounting, General Ledger, Account Reconciliation, Variance Analysis
Education
Friends University 1992 — 1994
Bachelor of Bs. Administration
Butler Community College 1988 — 1992
Associates of Science
Jenna Hantsch's First Command Financial Planning Experience April 2007 - December 2008
Job Personal Account Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2011 - Present
AXA Equitable November 2009 - October 2011
MassMutual Financial Group December 2008 - November 2009
First Command Financial Planning April 2007 - December 2008
Skills
Series 7, Series 66, Life and Health License, Property and Casualty..., Financial Analysis, Microsoft Excel, Finance, Customer Service, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Statement..., Investments, Leadership
Education
Columbia College 2008 — 2010
MBA
Le Moyne College 2002 — 2006
Business, Finance
AXA Advisors October 2011 - Present
AXA Equitable November 2009 - October 2011
MassMutual Financial Group December 2008 - November 2009
First Command Financial Planning April 2007 - December 2008
Skills
Series 7, Series 66, Life and Health License, Property and Casualty..., Financial Analysis, Microsoft Excel, Finance, Customer Service, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word, Banking, Financial Statement..., Investments, Leadership
Education
Columbia College 2008 — 2010
MBA
Le Moyne College 2002 — 2006
Business, Finance
Morgen Wright-Pfeifer's First Command Financial Planning Experience January 2009 - May 2010
Job Owner at JEP Service and Repair, LLC & Office Manager at Argyle Welding Supply, Inc.
Industry Financial Services
Experience
JEP Service and Repair May 2013 - Present
Argyle Welding Supply, Inc. September 2010 - Present
First Command Financial Planning January 2009 - May 2010
Merrill Lynch May 2005 - January 2009
Skills
Strategic Financial..., Investments, Retirement Planning, Insurance, Microsoft Excel, Wealth Management, Asset Allocation, Microsoft Office, Customer Service, Risk Management, Life Insurance
Education
New Mexico State University 2004 — 2008
BBA, Finance, Insurance
JEP Service and Repair May 2013 - Present
Argyle Welding Supply, Inc. September 2010 - Present
First Command Financial Planning January 2009 - May 2010
Merrill Lynch May 2005 - January 2009
Skills
Strategic Financial..., Investments, Retirement Planning, Insurance, Microsoft Excel, Wealth Management, Asset Allocation, Microsoft Office, Customer Service, Risk Management, Life Insurance
Education
New Mexico State University 2004 — 2008
BBA, Finance, Insurance
Brandon (Brandy) Bassett's First Command Financial Planning Experience September 2009 - January 2010
Job Program Manager at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Health Systems June 2013 - July 2015
Maxim Healthcare Services November 2012 - June 2013
Maxim Healthcare Services October 2010 - November 2012
Maxim Healthcare Services March 2010 - October 2010
First Command Financial Planning September 2009 - January 2010
Skills
Recruiting, Leadership, Management, Human Resources, Interviews, College Recruiting, Healthcare, Sales, Applicant Tracking..., Talent Acquisition, Training, Onboarding, Account Management, Microsoft Office, Cold Calling, Project Management, Team Leadership, Customer Service
Education
Santa Clara University - Leavey School of Business 2015 — 2017
Master of Business Administration (MBA)
Emory University 2005 — 2009
BS, Biology, Economics
Maxim Health Systems June 2013 - July 2015
Maxim Healthcare Services November 2012 - June 2013
Maxim Healthcare Services October 2010 - November 2012
Maxim Healthcare Services March 2010 - October 2010
First Command Financial Planning September 2009 - January 2010
Skills
Recruiting, Leadership, Management, Human Resources, Interviews, College Recruiting, Healthcare, Sales, Applicant Tracking..., Talent Acquisition, Training, Onboarding, Account Management, Microsoft Office, Cold Calling, Project Management, Team Leadership, Customer Service
Education
Santa Clara University - Leavey School of Business 2015 — 2017
Master of Business Administration (MBA)
Emory University 2005 — 2009
BS, Biology, Economics
J. Angel Lara's First Command Financial Planning Experience January 2006 - July 2009
Job Principal at Crowley Independent School District
Industry Education Management
Experience
Crowley Independent School District July 2014 - Present
Crowley Independent School District February 2014 - June 2014
Crowley Independent School District July 2013 - February 2014
Dallas ISD August 2012 - June 2013
First Command Financial Planning January 2006 - July 2009
First Command Financial Planning October 2003 - December 2005
First Command Financial Planning May 2000 - September 2003
US Army April 1992 - April 2000
Skills
Strategic Financial..., Finance, Staff Development, Public Speaking, Teaching, Educational Leadership, Curriculum Development, Instructional Design, Leadership Development, Curriculum Design, Coaching, Leadership, E-Learning, Investments, Risk Management, Securities
Education
University of Texas at Arlington 2011 — 2014
Ph.D. of Educational Leadership
University of Texas at Arlington 2010 — 2011
Master of Education (M.Ed.)
LeTourneau University 2006 — 2008
BBA, Business Administration
Crowley Independent School District July 2014 - Present
Crowley Independent School District February 2014 - June 2014
Crowley Independent School District July 2013 - February 2014
Dallas ISD August 2012 - June 2013
First Command Financial Planning January 2006 - July 2009
First Command Financial Planning October 2003 - December 2005
First Command Financial Planning May 2000 - September 2003
US Army April 1992 - April 2000
Skills
Strategic Financial..., Finance, Staff Development, Public Speaking, Teaching, Educational Leadership, Curriculum Development, Instructional Design, Leadership Development, Curriculum Design, Coaching, Leadership, E-Learning, Investments, Risk Management, Securities
Education
University of Texas at Arlington 2011 — 2014
Ph.D. of Educational Leadership
University of Texas at Arlington 2010 — 2011
Master of Education (M.Ed.)
LeTourneau University 2006 — 2008
BBA, Business Administration
Liam Apperley's First Command Financial Planning Experience August 2009 - March 2011
Job x
Industry Financial Services
Experience
First Command Financial Planning August 2009 - March 2011
Skills
Leadership, Risk Management, Process Improvement, Team Building, Sales Management, Sales Operations, Sales, Public Speaking, Project Management, Strategic Planning, Customer Service
Education
University of California, Los Angeles 1995 — 1997
Bachelor's Degree, Business Administration and Management, General
California State University-Fullerton 1991 — 1994
Business
First Command Financial Planning August 2009 - March 2011
Skills
Leadership, Risk Management, Process Improvement, Team Building, Sales Management, Sales Operations, Sales, Public Speaking, Project Management, Strategic Planning, Customer Service
Education
University of California, Los Angeles 1995 — 1997
Bachelor's Degree, Business Administration and Management, General
California State University-Fullerton 1991 — 1994
Business
Jeff Hickman's First Command Financial Planning Experience 2001 - 2005
Job Director of Human Resources at Great Wolf Lodge
Industry Hospitality
Experience
Great Wolf Lodge 2007 - Present
EMC Mortgage 2005 - 2007
First Command Financial Planning 2001 - 2005
CompUSA 1999 - 2001
Six Flags Theme Parks 1989 - 1999
Skills
Employee Relations, HRIS, Human Resources, Leadership, Onboarding, Customer Service, Team Building, Training, Employee Engagement, Management, Benefits Administration, Talent Management, Employee Benefits, Hospitality Management, Hotels, Recruiting, Employee Training, Applicant Tracking..., FMLA, Hiring, Talent Acquisition, Performance Management
Education
Abilene Christian University
Bachelor's degree, English Language and Literature, General
Great Wolf Lodge 2007 - Present
EMC Mortgage 2005 - 2007
First Command Financial Planning 2001 - 2005
CompUSA 1999 - 2001
Six Flags Theme Parks 1989 - 1999
Skills
Employee Relations, HRIS, Human Resources, Leadership, Onboarding, Customer Service, Team Building, Training, Employee Engagement, Management, Benefits Administration, Talent Management, Employee Benefits, Hospitality Management, Hotels, Recruiting, Employee Training, Applicant Tracking..., FMLA, Hiring, Talent Acquisition, Performance Management
Education
Abilene Christian University
Bachelor's degree, English Language and Literature, General
Dan Wilhite's First Command Financial Planning Experience November 2010 - Present
Job Sr Vice President of Advisor Operations, Southeast at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning November 2010 - Present
Major investment firm 2001 - May 2010
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2001 - 2010
RBC Dain Rauscher April 1994 - June 2001
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Investment Management, Series 65, Asset Managment, Estate Planning, Series 24, Investments, Asset Allocation, Investment Advisory, Securities, Strategic Financial...
Education
Baylor University 1973 — 1975
BBA, Business Managent- Finance
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx 1971 — 1973
BA Business Administration, finance
First Command Financial Planning November 2010 - Present
Major investment firm 2001 - May 2010
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2001 - 2010
RBC Dain Rauscher April 1994 - June 2001
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Investment Management, Series 65, Asset Managment, Estate Planning, Series 24, Investments, Asset Allocation, Investment Advisory, Securities, Strategic Financial...
Education
Baylor University 1973 — 1975
BBA, Business Managent- Finance
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx 1971 — 1973
BA Business Administration, finance
Chuck Tyler's First Command Financial Planning Experience May 1989 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning May 1989 - Present
U S Army July 1978 - August 1989
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Series 63, Fixed Annuities, Estate Planning, Portfolio Management
Education
Kansas State University 1973 — 1978
Bachelor of Science (B.S.), Finance, General
First Command Financial Planning May 1989 - Present
U S Army July 1978 - August 1989
Skills
Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Series 63, Fixed Annuities, Estate Planning, Portfolio Management
Education
Kansas State University 1973 — 1978
Bachelor of Science (B.S.), Finance, General
Andrea Valentin's First Command Financial Planning Experience 2001 - 2003
Job VP Bank & Risk Operations at FSV Payment Systems
Industry Financial Services
Experience
FSV Payment Systems January 2008 - Present
Jacksonville Chapter of Association of Certified Fraud Examiners January 2014 - Present
Jacksonville Chapter of Association of Certified Fraud Examiners January 2013 - December 2013
Jacksonville Chapter of Association of Certified Fraud Examiners January 2012 - December 2012
Virtual Fraud Detection Services October 2009 - December 2012
FSV Payment Systems January 2008 - September 2012
Independant Contractor for Examiner.com July 2010 - April 2012
Jacksonville Association of Certified Fraud Examiners January 2011 - December 2011
Gold & Silver Reserve, Inc. 2003 - 2008
First Command Financial Planning 2001 - 2003
Skills
Payments, Risk Management, Fraud, Banking, Due Diligence, Auditing, Strategic Partnerships, Finance, Investigation, Financial Risk, Management, Executive Management, AML, Credit Cards, Enforcement, Financial Services, Negotiation, Cash Management, Credit, Process Improvement, Call Centers, Payment Card Processing, Training, Mobile Payments, Debit Cards, Relationship Management, Payment Systems, Vendor Management, Strategy, Business Analysis, Electronic Payments, Financial Analysis
Education
Utica College 2007 — 2008
MBA, Economic Crime and Fraud Management
University of Central Florida - College of Business Administration 2002 — 2005
BA, Accounting
Keiser College 1999 — 2001
AA, Business Management
FSV Payment Systems January 2008 - Present
Jacksonville Chapter of Association of Certified Fraud Examiners January 2014 - Present
Jacksonville Chapter of Association of Certified Fraud Examiners January 2013 - December 2013
Jacksonville Chapter of Association of Certified Fraud Examiners January 2012 - December 2012
Virtual Fraud Detection Services October 2009 - December 2012
FSV Payment Systems January 2008 - September 2012
Independant Contractor for Examiner.com July 2010 - April 2012
Jacksonville Association of Certified Fraud Examiners January 2011 - December 2011
Gold & Silver Reserve, Inc. 2003 - 2008
First Command Financial Planning 2001 - 2003
Skills
Payments, Risk Management, Fraud, Banking, Due Diligence, Auditing, Strategic Partnerships, Finance, Investigation, Financial Risk, Management, Executive Management, AML, Credit Cards, Enforcement, Financial Services, Negotiation, Cash Management, Credit, Process Improvement, Call Centers, Payment Card Processing, Training, Mobile Payments, Debit Cards, Relationship Management, Payment Systems, Vendor Management, Strategy, Business Analysis, Electronic Payments, Financial Analysis
Education
Utica College 2007 — 2008
MBA, Economic Crime and Fraud Management
University of Central Florida - College of Business Administration 2002 — 2005
BA, Accounting
Keiser College 1999 — 2001
AA, Business Management
Gerry Springer's First Command Financial Planning Experience November 1996 - October 1998
Job Vice President/Agent at First Baldwin Insurance, LLC
Industry Insurance
Experience
First Baldwin Insurance, LLC February 2008 - Present
L-3Com-GSI October 1998 - June 2004
First Command Financial Planning November 1996 - October 1998
US Air Force July 1970 - September 1993
Skills
Loans, Microsoft Excel, Investment Properties, New Business Development, Investments, Leadership, Customer Satisfaction, First Time Home Buyers, Retail, Sales, Small Business, Time Management, Training, Real Estate Transactions, Business Strategy, Financial Analysis, Foreclosures, Management, Referrals, Policy, Banking, Business Development, Sales Management, Marketing, FHA, Condos, Investors, Underwriting, Refinance, Selling, Rates, Loan Origination, Life Insurance, Brokerage, Residential Mortgages, Mortgage Banking, HUD, VA loans, Mortgage Lending
Education
University of West Florida - College of Business 1994 — 1995
BS, Accountancy
Troy University 1980 — 1981
MS, Management
Georgia Institute of Technology 1965 — 1970
BSIM, Management
First Baldwin Insurance, LLC February 2008 - Present
L-3Com-GSI October 1998 - June 2004
First Command Financial Planning November 1996 - October 1998
US Air Force July 1970 - September 1993
Skills
Loans, Microsoft Excel, Investment Properties, New Business Development, Investments, Leadership, Customer Satisfaction, First Time Home Buyers, Retail, Sales, Small Business, Time Management, Training, Real Estate Transactions, Business Strategy, Financial Analysis, Foreclosures, Management, Referrals, Policy, Banking, Business Development, Sales Management, Marketing, FHA, Condos, Investors, Underwriting, Refinance, Selling, Rates, Loan Origination, Life Insurance, Brokerage, Residential Mortgages, Mortgage Banking, HUD, VA loans, Mortgage Lending
Education
University of West Florida - College of Business 1994 — 1995
BS, Accountancy
Troy University 1980 — 1981
MS, Management
Georgia Institute of Technology 1965 — 1970
BSIM, Management
Jawwad Naqvi's First Command Financial Planning Experience January 2010 - May 2010
Job Tax Accountant position at Sabre Holdings
Industry Accounting
Experience
Sabre Holdings May 2011 - July 2011
Wilhelm & Associates, Ltd. March 2011 - April 2011
The College Board August 2010 - September 2010
First Command Financial Planning January 2010 - May 2010
Texas Christian University August 2008 - May 2010
Skills
Accounting, Compliance, Tax, PowerPoint, Quickbooks, PeopleSoft, Microsoft Office, Financial Analysis, Excel, Customer Relations, Customer Service, Word, Access, Financial Reporting, Financial Accounting, Outlook, SAP, Public Speaking, Non-profits, Accounts Payable, Budgeting, Financial Planning, Analysis, Process Improvement, Problem Solving, Documentation, Research, Budgets, Business Analysis, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Financial Statements, GAAP, Auditing, General Ledger, Nonprofits, Account Reconciliation, Software Documentation, Variance Analysis, Strategic Financial..., Accounts Receivable, Management, CPA, Bank Reconciliation, Invoicing, Finance
Education
Goldey-Beacom College 2012 — 2014
Master of Business Administration (M.B.A.), Comprehensive
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Sabre Holdings May 2011 - July 2011
Wilhelm & Associates, Ltd. March 2011 - April 2011
The College Board August 2010 - September 2010
First Command Financial Planning January 2010 - May 2010
Texas Christian University August 2008 - May 2010
Skills
Accounting, Compliance, Tax, PowerPoint, Quickbooks, PeopleSoft, Microsoft Office, Financial Analysis, Excel, Customer Relations, Customer Service, Word, Access, Financial Reporting, Financial Accounting, Outlook, SAP, Public Speaking, Non-profits, Accounts Payable, Budgeting, Financial Planning, Analysis, Process Improvement, Problem Solving, Documentation, Research, Budgets, Business Analysis, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Financial Statements, GAAP, Auditing, General Ledger, Nonprofits, Account Reconciliation, Software Documentation, Variance Analysis, Strategic Financial..., Accounts Receivable, Management, CPA, Bank Reconciliation, Invoicing, Finance
Education
Goldey-Beacom College 2012 — 2014
Master of Business Administration (M.B.A.), Comprehensive
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Kristal Dillon's First Command Financial Planning Experience December 2011 - Present
Job Associate Manager/Research and Resolution at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning December 2011 - Present
Skills
Financial Analysis, Project Management
Education
Florida International University 2001 — 2002
Biology, General
Tarrant County College 1999 — 2001
Associate’s Degree, Biology, General
Ranger College 1995 — 1997
Biology, General
First Command Financial Planning December 2011 - Present
Skills
Financial Analysis, Project Management
Education
Florida International University 2001 — 2002
Biology, General
Tarrant County College 1999 — 2001
Associate’s Degree, Biology, General
Ranger College 1995 — 1997
Biology, General
Amber Goodman, CPA's First Command Financial Planning Experience 2007 - 2010
Job Financial Controller at Accelerated Artificial Lift Systems
Industry Financial Services
Experience
Accelerated Production Services, Inc 2013 - Present
First Command Financial Services 2012 - 2012
DynCorp International 2010 - 2012
First Command Financial Planning 2007 - 2010
Rylander, Clay & Opitz 2006 - 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Dynamics, PeopleSoft, Costpoint, Crystal Reports, Cognos, Hyperion Enterprise, Account Reconciliation
Education
University of Central Oklahoma - College of Business Administration 2004 — 2005
B.S., Accounting
University of Central Oklahoma 2000 — 2003
B.S., Actuarial Science
Accelerated Production Services, Inc 2013 - Present
First Command Financial Services 2012 - 2012
DynCorp International 2010 - 2012
First Command Financial Planning 2007 - 2010
Rylander, Clay & Opitz 2006 - 2007
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Dynamics, PeopleSoft, Costpoint, Crystal Reports, Cognos, Hyperion Enterprise, Account Reconciliation
Education
University of Central Oklahoma - College of Business Administration 2004 — 2005
B.S., Accounting
University of Central Oklahoma 2000 — 2003
B.S., Actuarial Science
Lindsay Blanton's First Command Financial Planning Experience 1992 - 2014
Job District Advisor First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 1992 - July 2014
First Command Financial Planning 1992 - 2014
US Navy Pilot June 1970 - March 1992
Skills
Owner of Cafe Kandahar,...
Education
Hampden-Sydney College 1966 — 1970
BA Political Science, Political Science
Lane High School, Charlottesville, VA 1962 — 1966
First Command Financial Services March 1992 - July 2014
First Command Financial Planning 1992 - 2014
US Navy Pilot June 1970 - March 1992
Skills
Owner of Cafe Kandahar,...
Education
Hampden-Sydney College 1966 — 1970
BA Political Science, Political Science
Lane High School, Charlottesville, VA 1962 — 1966
Don Keel's First Command Financial Planning Experience 2009 - Present
Job Financial Planner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2009 - Present
SalonCentric - A Division of L'Oreal USA January 1992 - April 2009
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Advisory, Asset Allocation, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Financial Goals
Education
East Carolina University - College of Business 1988 — 1990
BSBA, Finance
First Command Financial Planning 2009 - Present
SalonCentric - A Division of L'Oreal USA January 1992 - April 2009
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Advisory, Asset Allocation, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Financial Goals
Education
East Carolina University - College of Business 1988 — 1990
BSBA, Finance
George Lee Montgomery's First Command Financial Planning Experience July 1976 - January 2003
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2013 - Present
First State Bank Athens January 2003 - July 2013
First Command Financial Planning July 1976 - January 2003
First Command Financial Planning February 1993 - July 1994
Education
University of Oklahoma 1974 — 1976
Human Relations
Midwestern State University 1965 — 1970
BA, Psychology, Math
Allstate Financial Services, LLC July 2013 - Present
First State Bank Athens January 2003 - July 2013
First Command Financial Planning July 1976 - January 2003
First Command Financial Planning February 1993 - July 1994
Education
University of Oklahoma 1974 — 1976
Human Relations
Midwestern State University 1965 — 1970
BA, Psychology, Math
Deena Powell's First Command Financial Planning Experience September 1997 - April 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Dr. Robert Gordon January 2003 - June 2010
First Command Financial Planning September 1997 - April 2002
International Business Machines September 1981 - December 1986
Education
IBM Marketing School 1981 — 1982
Michigan State University 1977 — 1981
BA, Telecommunications
Dr. Robert Gordon January 2003 - June 2010
First Command Financial Planning September 1997 - April 2002
International Business Machines September 1981 - December 1986
Education
IBM Marketing School 1981 — 1982
Michigan State University 1977 — 1981
BA, Telecommunications
Marcela Todd's First Command Financial Planning Experience Pool MARenal Associates P.A.November 2011 - Present
Job MEDICAL ASSISTANT / ADMINISTRATIVE ASSISTANT
Industry Medical Practice
Experience
First Command Financial Planning Pool MARenal Associates P.A.November 2011 - Present
Education
Hallmark College of Technology/Hallmark College of Aeronautics 2010 — 2011
Associates, Medical Assistant
First Command Financial Planning Pool MARenal Associates P.A.November 2011 - Present
Education
Hallmark College of Technology/Hallmark College of Aeronautics 2010 — 2011
Associates, Medical Assistant
Katherine Newell's First Command Financial Planning Experience May 2009 - July 2009
Job Georgia
Industry Financial Services
Experience
The Home Depot March 2014 - Present
The Home Depot December 2012 - March 2014
Rabobank International August 2011 - October 2012
Auburn University August 2010 - May 2011
First Command Financial Planning May 2009 - July 2009
Skills
Financial Analysis
Education
Auburn University, College of Business 2010 — 2011
MSBA Finance, Finance
Florida State University
Bachelor of Science, Finance
Florida State University, London FSU International
business law and business communications
The Home Depot March 2014 - Present
The Home Depot December 2012 - March 2014
Rabobank International August 2011 - October 2012
Auburn University August 2010 - May 2011
First Command Financial Planning May 2009 - July 2009
Skills
Financial Analysis
Education
Auburn University, College of Business 2010 — 2011
MSBA Finance, Finance
Florida State University
Bachelor of Science, Finance
Florida State University, London FSU International
business law and business communications
Janine Cavasar's First Command Financial Planning Experience October 1989 - September 2012
Job Business & Outreach Coordinator at Great Plains Restoration Council
Industry Financial Services
Experience
Great Plains Restoration Council (Fort Worth Prairie Park) April 2013 - Present
First Command Financial Planning October 1989 - September 2012
Skills
Investments, Asset Allocation, Mutual Funds, Financial Planning, Financial Advisory, Investment Advisory, Retirement Planning, Wealth Management, Equities, Risk Management, Securities, Portfolio Management, Strategic Financial..., Equity Valuation, Due Diligence, Investment Strategies, Financial Analysis, Bonds, 401k, Retirement, Asset, Fixed Income, Mortgage Lending, Estate Planning, Investment Management, Credit, Long-term Care, Financial Planners, Asset Managment, Alternative Investments, Fixed Annuities, Relationship Management, Loans, Financial Services, Uniform Combined State..., Financial Modeling, ETFs, Insurance, Funding, Life Insurance, Equity Research, Hedge Funds, Finance, Asset Management, Annuities, Coaching, Team Motivation, Budget Setting, Interviewing Skills
Education
LeTourneau University
Bachelors of Science in Business, Management
Texas Christian University
Financial Planning Continuing Education
Great Plains Restoration Council (Fort Worth Prairie Park) April 2013 - Present
First Command Financial Planning October 1989 - September 2012
Skills
Investments, Asset Allocation, Mutual Funds, Financial Planning, Financial Advisory, Investment Advisory, Retirement Planning, Wealth Management, Equities, Risk Management, Securities, Portfolio Management, Strategic Financial..., Equity Valuation, Due Diligence, Investment Strategies, Financial Analysis, Bonds, 401k, Retirement, Asset, Fixed Income, Mortgage Lending, Estate Planning, Investment Management, Credit, Long-term Care, Financial Planners, Asset Managment, Alternative Investments, Fixed Annuities, Relationship Management, Loans, Financial Services, Uniform Combined State..., Financial Modeling, ETFs, Insurance, Funding, Life Insurance, Equity Research, Hedge Funds, Finance, Asset Management, Annuities, Coaching, Team Motivation, Budget Setting, Interviewing Skills
Education
LeTourneau University
Bachelors of Science in Business, Management
Texas Christian University
Financial Planning Continuing Education
Gene Robertson's First Command Financial Planning Experience September 1999 - May 2005
Job
Industry Military
Experience
U. S. Marine Corps June 2014 - Present
U.S. Marine Corps May 2006 - Present
First Transit September 2005 - May 2006
First Command financial Planning September 1999 - May 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
National University 1994 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
U. S. Marine Corps June 2014 - Present
U.S. Marine Corps May 2006 - Present
First Transit September 2005 - May 2006
First Command financial Planning September 1999 - May 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
National University 1994 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Jeffrey Luckring's First Command Financial Planning Experience September 2011 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning September 2011 - Present
Riverside Behavioral Health Center May 2010 - August 2010
Skills
Cash Management, Wealth Management, Risk Management, Asset Management, Financial Planning
Education
Longwood University 2006 — 2010
B.S.B.A, Business Management
First Command Financial Planning September 2011 - Present
Riverside Behavioral Health Center May 2010 - August 2010
Skills
Cash Management, Wealth Management, Risk Management, Asset Management, Financial Planning
Education
Longwood University 2006 — 2010
B.S.B.A, Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY