First Command Financial Services
Industry: Company
DescriptionHeadquarters: Fort Worth, Texas, United States Founded: 1958 Subsidiaries: First Command Bank,
First Command Financial Services 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 Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Command Financial Services Salaries. You can even request information on how much does First Command Financial Services pay if you want to. Learn about salaries, pros and cons of working for First Command Financial Services 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!
764 First Command Financial Services employees in database. Find out everything there's to know about First Command Financial Services 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 Services Employees
Employee
Years
Job
Industry
Josh Neville Josh Neville's First Command Financial Services Experience October 2013 - August 2014
Job Director of Operations at CLEAResult
Industry Oil & Energy
Experience
CLEAResult September 2014 - Present
First Command Financial Services October 2013 - August 2014
IEM August 2008 - June 2013
US Army August 1999 - August 2003
Skills
Process Improvement, Operations Management, Training, Program Management, Leadership, Microsoft Word, Strategic Planning, Team Building, Account Management, Military, Contract Management, Contract Negotiation, Project Planning, Budgets, Negotiation, Public Speaking, Management
Education
University of Colorado at Colorado Springs 1995 — 1999
BS, General Business, Business
CLEAResult September 2014 - Present
First Command Financial Services October 2013 - August 2014
IEM August 2008 - June 2013
US Army August 1999 - August 2003
Skills
Process Improvement, Operations Management, Training, Program Management, Leadership, Microsoft Word, Strategic Planning, Team Building, Account Management, Military, Contract Management, Contract Negotiation, Project Planning, Budgets, Negotiation, Public Speaking, Management
Education
University of Colorado at Colorado Springs 1995 — 1999
BS, General Business, Business
Jim Schless Jim Schless's First Command Financial Services Experience March 1993 - Present
Job District Advisor and CFP® at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 1993 - Present
United States Army May 1983 - July 1993
Skills
Leadership, Customer Satisfaction, Strategic Financial..., Management, Retirement Planning, Wealth Management, Financial Advisory, Life Insurance, Retirement, Business, Fixed Annuities, Investments, Mutual Funds
Education
Certified Financial Planner Board of Standards, INC. 2006 — 2007
CERTIFIED FINANCAIL PLANNER, Financial Planning and Services
United States Military Academy at West Point 1979 — 1983
BS, Operations Research and Math
First Command Financial Services March 1993 - Present
United States Army May 1983 - July 1993
Skills
Leadership, Customer Satisfaction, Strategic Financial..., Management, Retirement Planning, Wealth Management, Financial Advisory, Life Insurance, Retirement, Business, Fixed Annuities, Investments, Mutual Funds
Education
Certified Financial Planner Board of Standards, INC. 2006 — 2007
CERTIFIED FINANCAIL PLANNER, Financial Planning and Services
United States Military Academy at West Point 1979 — 1983
BS, Operations Research and Math
Mike Sireci Mike Sireci's First Command Financial Services Experience September 2011 - July 2014
Job Chief Marketing Officer at Enlightened Lighting Solutions
Industry Oil & Energy
Experience
Enlightened Lighting Solutions October 2014 - Present
First Command Financial Services September 2011 - July 2014
Self Employed September 2009 - June 2013
Emergency Response Group LLC November 2010 - December 2010
TRS Staffing Solutions June 2010 - November 2010
Wet Ink Daily Update August 2009 - June 2010
Portofino Island / Premier Island Management Group February 2008 - August 2009
Sireci Properties, Inc April 2004 - January 2008
Pensacola Guarantee Mortgage April 2003 - March 2004
AIS July 2002 - December 2002
Skills
SEO, Affiliate Marketing, Web Marketing, Web Design, Small Business, Leadership, Online Marketing, Social Media, PPC, Customer Service, Social Networking, Entrepreneurship, Lead Generation, Start-ups, Public Relations, Business Development, Email Marketing, Social Media Marketing, Strategy, Training, SEM, Management
Education
United States Naval Academy 1990 — 1994
BS, Economics
Stonington High School 1986 — 1990
Enlightened Lighting Solutions October 2014 - Present
First Command Financial Services September 2011 - July 2014
Self Employed September 2009 - June 2013
Emergency Response Group LLC November 2010 - December 2010
TRS Staffing Solutions June 2010 - November 2010
Wet Ink Daily Update August 2009 - June 2010
Portofino Island / Premier Island Management Group February 2008 - August 2009
Sireci Properties, Inc April 2004 - January 2008
Pensacola Guarantee Mortgage April 2003 - March 2004
AIS July 2002 - December 2002
Skills
SEO, Affiliate Marketing, Web Marketing, Web Design, Small Business, Leadership, Online Marketing, Social Media, PPC, Customer Service, Social Networking, Entrepreneurship, Lead Generation, Start-ups, Public Relations, Business Development, Email Marketing, Social Media Marketing, Strategy, Training, SEM, Management
Education
United States Naval Academy 1990 — 1994
BS, Economics
Stonington High School 1986 — 1990
Gregory J. Butler Gregory J. Butler's First Command Financial Services Experience June 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services June 2013 - Present
New York Life Insurance Company March 2009 - May 2013
American Mortgage Network, a division of Bexil American Mortgage Inc November 2012 - February 2013
Timberland Mortgage/Eagle Fncl June 1998 - November 2007
Skills
Client and Territory..., Sales..., Problem..., Finance..., Team Building..., Project Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor's Degree, Journalism - Advertising
Hill-Murray High School 1983 — 1986
H.S. Diploma, General
First Command Financial Services June 2013 - Present
New York Life Insurance Company March 2009 - May 2013
American Mortgage Network, a division of Bexil American Mortgage Inc November 2012 - February 2013
Timberland Mortgage/Eagle Fncl June 1998 - November 2007
Skills
Client and Territory..., Sales..., Problem..., Finance..., Team Building..., Project Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor's Degree, Journalism - Advertising
Hill-Murray High School 1983 — 1986
H.S. Diploma, General
Mary Beth Shepherd, M.Ed. Mary Beth Shepherd, M.Ed.'s First Command Financial Services Experience April 1993 - June 2003
Job Middle Level School Counselor at Notre Dame Preparatory School
Industry Education Management
Experience
Notre Dame Preparatory School August 2013 - Present
Holy Cross School August 2008 - August 2012
Jobs for Delaware Graduates September 2004 - August 2008
First Command Financial Services April 1993 - June 2003
Skills
Teaching, Classroom, Student Counseling, Public Speaking, Adolescents, Group Therapy, Career Development, Parent Education, Program Management, IEP, Middle School, K-12, Newsletters, Classroom Management, Educational Leadership, Curriculum Development, Time Management, Academia, Staff Development
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
Towson University 1983 — 1987
Bachelor of Arts (BA), Mass Communication;English
Notre Dame Preparatory School August 2013 - Present
Holy Cross School August 2008 - August 2012
Jobs for Delaware Graduates September 2004 - August 2008
First Command Financial Services April 1993 - June 2003
Skills
Teaching, Classroom, Student Counseling, Public Speaking, Adolescents, Group Therapy, Career Development, Parent Education, Program Management, IEP, Middle School, K-12, Newsletters, Classroom Management, Educational Leadership, Curriculum Development, Time Management, Academia, Staff Development
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
Towson University 1983 — 1987
Bachelor of Arts (BA), Mass Communication;English
David Minder David Minder's First Command Financial Services Experience July 2015 - Present
Job Associate Director Continuous Improvement at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 2015 - Present
Dallas/Fort Worth, Texas U.S. July 2012 - Present
First Command Financial Services November 2012 - June 2015
American Airlines August 2005 - June 2012
American Airlines April 2000 - August 2005
Ashland, Inc. February 1999 - April 2000
Ashland, Inc. November 1996 - February 1999
Ashland Inc. May 1994 - November 1996
Chevron January 1991 - May 1994
Chevron June 1988 - December 1990
Skills
Voice of the Customer..., Linear Regression, Change Management, Consulting, Continuous Improvement, Data Analysis, Coaching, Business Transformation, Lean Transformation, Lean Thinking, SIPOC, Six Sigma Black Belt, Six Sigma, Business Process..., Business Process Mapping, Business Process..., Operational Excellence, Statistical Analysis..., Root Cause Analysis, Value Stream Mapping, Visio, Excel, Minitab, PowerPoint, Problem Solving, Process Engineering, Quality Management, Process Improvement, Kaizen, SPC, Statistical Process..., Cross-functional Team..., Visual Controls, FMEA, Pareto Analysis, 5 Whys, Control Plans, Business Process..., Quality Auditing, Standardized Work, ISO, Quality Assurance, Microsoft Excel, Leadership, Management, Project Management, Supplier Quality, Training
Education
University of Florida
BS, Engineering
First Command Financial Services July 2015 - Present
Dallas/Fort Worth, Texas U.S. July 2012 - Present
First Command Financial Services November 2012 - June 2015
American Airlines August 2005 - June 2012
American Airlines April 2000 - August 2005
Ashland, Inc. February 1999 - April 2000
Ashland, Inc. November 1996 - February 1999
Ashland Inc. May 1994 - November 1996
Chevron January 1991 - May 1994
Chevron June 1988 - December 1990
Skills
Voice of the Customer..., Linear Regression, Change Management, Consulting, Continuous Improvement, Data Analysis, Coaching, Business Transformation, Lean Transformation, Lean Thinking, SIPOC, Six Sigma Black Belt, Six Sigma, Business Process..., Business Process Mapping, Business Process..., Operational Excellence, Statistical Analysis..., Root Cause Analysis, Value Stream Mapping, Visio, Excel, Minitab, PowerPoint, Problem Solving, Process Engineering, Quality Management, Process Improvement, Kaizen, SPC, Statistical Process..., Cross-functional Team..., Visual Controls, FMEA, Pareto Analysis, 5 Whys, Control Plans, Business Process..., Quality Auditing, Standardized Work, ISO, Quality Assurance, Microsoft Excel, Leadership, Management, Project Management, Supplier Quality, Training
Education
University of Florida
BS, Engineering
James (Al) Bloir James (Al) Bloir's First Command Financial Services Experience October 2014 - Present
Job District Advisor Hiring Financial Advisors for New Orleans & Biloxi areas! JABloir@FirstCommand.com to learn more
Industry Financial Services
Experience
First Command Financial Services October 2014 - Present
First Command Financial Services March 2012 - September 2014
US Air Force June 1987 - February 2012
Education
Troy University (on-line) 2004 — 2006
Masters of Science, International Relations
US Air Force Academy 1988 — 1992
Bacc. of Science, General Engineering
First Command Financial Services October 2014 - Present
First Command Financial Services March 2012 - September 2014
US Air Force June 1987 - February 2012
Education
Troy University (on-line) 2004 — 2006
Masters of Science, International Relations
US Air Force Academy 1988 — 1992
Bacc. of Science, General Engineering
Steffes Matthew Steffes Matthew's First Command Financial Services Experience March 2008 - Present
Job Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2008 - Present
Fairbanks North Star Borough School District August 1978 - July 2008
Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Wealth Management, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Coaching
Education
University of Alaska Fairbanks 1986 — 1987
Master's Degree, Educational Administration
University of Michigan 1972 — 1974
Undergrad, Biology, General
First Command Financial Services March 2008 - Present
Fairbanks North Star Borough School District August 1978 - July 2008
Skills
Strategic Financial..., Retirement, Investments, Financial Advisory, Wealth Management, Risk Management, Mutual Funds, Asset Allocation, Investment Advisory, Coaching
Education
University of Alaska Fairbanks 1986 — 1987
Master's Degree, Educational Administration
University of Michigan 1972 — 1974
Undergrad, Biology, General
Amisha Patel's First Command Financial Services Experience April 2014 - April 2015
Job Administrative Assistant at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services April 2014 - April 2015
The Lab Consulting October 2013 - May 2014
Expotech USA May 2012 - August 2012
Skills
Marketing, Market Research, Marketing Research, Lead Generation, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Management, Public Relations, Online Advertising, Event Planning, Leadership, Teamwork, Project Management, Management, Time Management
Education
University of Houston 2011 — 2015
First Command Financial Services April 2014 - April 2015
The Lab Consulting October 2013 - May 2014
Expotech USA May 2012 - August 2012
Skills
Marketing, Market Research, Marketing Research, Lead Generation, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Management, Public Relations, Online Advertising, Event Planning, Leadership, Teamwork, Project Management, Management, Time Management
Education
University of Houston 2011 — 2015
Ramon Aguirre's First Command Financial Services Experience February 2014 - October 2014
Job BBVA Compass Bank
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
BBVA Compass September 2015 - Present
TD Ameritrade October 2014 - Present
First Command Financial Services February 2014 - October 2014
H.D. Vest Financial Services January 2013 - February 2014
Skills
Equities, Investments, Financial Modeling, Sales, Retirement, Finance, Series 63, Mutual Funds, Microsoft Excel, Securities, Series 7, Life Insurance, Financial Services, FINRA, Bonds, Insurance, Trading, IRAs, ETFs, Critical Thinking, Retirement Planning
Education
University of Mary-Hardin Baylor 2009 — 2011
Bachelors Business Administration, Finance
Anissa Rajala Anissa Rajala's First Command Financial Services Experience March 2015 - Present
Job Disabled Army Vet
Industry Military
Experience
First Command Financial Services March 2015 - Present
Worldwide April 1994 - August 2001
Army, Air Force Exchange Services January 1995 - August 1996
Skills
Personnel Management, Strategic Planning, Training Delivery, Personnel Supervision, Military Personnel, Employee Training, Personnel Records, Urinalysis, Drug Testing, Strategic Leadership, Military
Education
Troy University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management
First Command Financial Services March 2015 - Present
Worldwide April 1994 - August 2001
Army, Air Force Exchange Services January 1995 - August 1996
Skills
Personnel Management, Strategic Planning, Training Delivery, Personnel Supervision, Military Personnel, Employee Training, Personnel Records, Urinalysis, Drug Testing, Strategic Leadership, Military
Education
Troy University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management
Eric Toweson Eric Toweson's First Command Financial Services Experience 2001 - 2005
Job Marketing Associate at Sysco
Industry Restaurants
Experience
Sysco February 2015 - Present
Panera Bread September 2014 - January 2015
Red Robin July 2013 - August 2014
Papa Johns February 2012 - May 2013
Cornwall Central School District 2005 - 2012
Enterprise Rent-A-Car 2007 - 2011
First Command Financial Services 2001 - 2005
First Command Financial Services 1995 - 2001
US Navy 1989 - 1995
Skills
Inventory Management, Customer Service, Team Building, Strategic Planning, Sales, Leadership, Training, Leadership Development, Coaching, Sales Management, Budgets, Customer Satisfaction, Team Leadership, Operations Management, Program Management, Public Speaking
Education
US Naval Academy 1985 — 1989
BS, Political Science and Government
Bishop Noll Institute
Sysco February 2015 - Present
Panera Bread September 2014 - January 2015
Red Robin July 2013 - August 2014
Papa Johns February 2012 - May 2013
Cornwall Central School District 2005 - 2012
Enterprise Rent-A-Car 2007 - 2011
First Command Financial Services 2001 - 2005
First Command Financial Services 1995 - 2001
US Navy 1989 - 1995
Skills
Inventory Management, Customer Service, Team Building, Strategic Planning, Sales, Leadership, Training, Leadership Development, Coaching, Sales Management, Budgets, Customer Satisfaction, Team Leadership, Operations Management, Program Management, Public Speaking
Education
US Naval Academy 1985 — 1989
BS, Political Science and Government
Bishop Noll Institute
Susan Jennaway Susan Jennaway's First Command Financial Services Experience February 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services February 2003 - Present
United States Air Force June 1980 - October 2002
Skills
Risk Management, Portfolio Management, Financial Analysis, Mutual Funds, Leadership, Strategic Planning, Project Management, Military, Retirement Planning, Insurance, Retirement, Life Insurance, Financial Advisory, National Security
Education
University of Southern California 1981 — 1983
Master's degree, Systems Engineering
University of Northern Colorado 1976 — 1980
Bachelor of Science (BS), Management Information Systems, General
First Command Financial Services February 2003 - Present
United States Air Force June 1980 - October 2002
Skills
Risk Management, Portfolio Management, Financial Analysis, Mutual Funds, Leadership, Strategic Planning, Project Management, Military, Retirement Planning, Insurance, Retirement, Life Insurance, Financial Advisory, National Security
Education
University of Southern California 1981 — 1983
Master's degree, Systems Engineering
University of Northern Colorado 1976 — 1980
Bachelor of Science (BS), Management Information Systems, General
Danika Morlet Danika Morlet's First Command Financial Services Experience August 2007 - June 2008
Job Real Estate Redeveloper at Western Empire Investments
Industry Real Estate
Experience
FortuneBuilders April 2015 - Present
Western Empire Investments January 2014 - Present
FortuneBuilders February 2014 - March 2015
FortuneBuilders June 2012 - February 2014
Congressional Management Foundation September 2011 - December 2011
First Command Financial Services August 2007 - June 2008
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Event Management, Data Entry, Real Estate Development, Marketing, Real Estate, Social Networking, Investment Properties, Blogging, Customer Service, Public Speaking, Nonprofits, Sales, Social Media, Negotiation, Team Building, Small Business, Entrepreneurship, Strategic Planning
Education
University of California, Santa Barbara 2010 — 2012
Bachelor's degree, Political Science and Government
FortuneBuilders April 2015 - Present
Western Empire Investments January 2014 - Present
FortuneBuilders February 2014 - March 2015
FortuneBuilders June 2012 - February 2014
Congressional Management Foundation September 2011 - December 2011
First Command Financial Services August 2007 - June 2008
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Event Management, Data Entry, Real Estate Development, Marketing, Real Estate, Social Networking, Investment Properties, Blogging, Customer Service, Public Speaking, Nonprofits, Sales, Social Media, Negotiation, Team Building, Small Business, Entrepreneurship, Strategic Planning
Education
University of California, Santa Barbara 2010 — 2012
Bachelor's degree, Political Science and Government
Michelle Eiland, PCC's First Command Financial Services Experience April 2015 - Present
Job Director, Licensing & Registration
Industry Financial Services
Experience
First Command Financial Services April 2015 - Present
First Command Financial Services April 2014 - March 2015
First Command Financial Services January 2012 - April 2014
First Command Financial Planning November 2010 - January 2012
First Command Financial Planning December 2007 - October 2010
First Command Financial Planning October 2001 - December 2007
First Command Financial Planning March 1999 - October 2001
Skills
Coaching, Risk Management, Strategic Planning, Process Improvement, Insurance, Financial Analysis, Team Building, Financial Services, Portfolio Management, Leadership, Change Management, Analysis, Business Analysis, Program Management, Data Analysis, Team Leadership, Forecasting, Operations Management, Banking, Strategic Financial..., Management Consulting, Project Management, Metrics, Performance Management, Management, Business Process..., Project Planning, Sales, Vendor Management, Executive Management, Business Process, CRM, Cross-functional Team..., Business Development
Education
International Coaching Academy 2011 — 2013
International Coaching Certification, Professional Certified Coach (PCC)
University of Phoenix 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
First Command Financial Services April 2015 - Present
First Command Financial Services April 2014 - March 2015
First Command Financial Services January 2012 - April 2014
First Command Financial Planning November 2010 - January 2012
First Command Financial Planning December 2007 - October 2010
First Command Financial Planning October 2001 - December 2007
First Command Financial Planning March 1999 - October 2001
Skills
Coaching, Risk Management, Strategic Planning, Process Improvement, Insurance, Financial Analysis, Team Building, Financial Services, Portfolio Management, Leadership, Change Management, Analysis, Business Analysis, Program Management, Data Analysis, Team Leadership, Forecasting, Operations Management, Banking, Strategic Financial..., Management Consulting, Project Management, Metrics, Performance Management, Management, Business Process..., Project Planning, Sales, Vendor Management, Executive Management, Business Process, CRM, Cross-functional Team..., Business Development
Education
International Coaching Academy 2011 — 2013
International Coaching Certification, Professional Certified Coach (PCC)
University of Phoenix 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General
Connor Benson Connor Benson's First Command Financial Services Experience March 2014 - Present
Job Advisor Trainee at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2014 - Present
The Edge Group December 2012 - Present
Houston Families June 2009 - June 2014
HEB February 2010 - March 2014
Skills
Microsoft Office, Customer-focused Service, Leadership, Customer Service, Telephone Skills, Time Management, Data Entry, Retail, Merchandising, Critical Thinking, Inventory Management, Teamwork, Customer Satisfaction, PowerPoint, Facebook, Microsoft Word, Outlook, Public Speaking, Microsoft Excel, Social Media
Education
University of Houston 2012 — 2016
Finance, Senior
Strake Jesuit College Preparatory High School 2008 — 2012
Grad
First Command Financial Services March 2014 - Present
The Edge Group December 2012 - Present
Houston Families June 2009 - June 2014
HEB February 2010 - March 2014
Skills
Microsoft Office, Customer-focused Service, Leadership, Customer Service, Telephone Skills, Time Management, Data Entry, Retail, Merchandising, Critical Thinking, Inventory Management, Teamwork, Customer Satisfaction, PowerPoint, Facebook, Microsoft Word, Outlook, Public Speaking, Microsoft Excel, Social Media
Education
University of Houston 2012 — 2016
Finance, Senior
Strake Jesuit College Preparatory High School 2008 — 2012
Grad
Csilla Lyerly Csilla Lyerly's First Command Financial Services Experience October 2005 - February 2007
Job Owner Operator at Lyerly Properties LLC
Industry Real Estate
Experience
Keller Williams Real Estate June 2013 - Present
Lyerly Properties LLC October 2008 - Present
TX Army National Guard Contractor March 2008 - August 2010
First Command Financial Services October 2005 - February 2007
Skills
Listings, Sellers, New Home Sales, First Time Home Buyers, Single Family Homes, REO, Condos, Move Up Buyers, Investors, Investment Properties, Buyers, Real Estate Transactions, Residential Homes, meet deadlines, Strategic Communications, Following Up, follow through, procedures, Military Relocations, Accredited Luxury Home
Education
The University of Texas at Austin 2001 — 2005
Bachelor's degree, Sociology
Winter Haven High School, Winter Haven, FL 1996 — 2000
Diploma, Pre-Law Studies
Keller Williams Real Estate June 2013 - Present
Lyerly Properties LLC October 2008 - Present
TX Army National Guard Contractor March 2008 - August 2010
First Command Financial Services October 2005 - February 2007
Skills
Listings, Sellers, New Home Sales, First Time Home Buyers, Single Family Homes, REO, Condos, Move Up Buyers, Investors, Investment Properties, Buyers, Real Estate Transactions, Residential Homes, meet deadlines, Strategic Communications, Following Up, follow through, procedures, Military Relocations, Accredited Luxury Home
Education
The University of Texas at Austin 2001 — 2005
Bachelor's degree, Sociology
Winter Haven High School, Winter Haven, FL 1996 — 2000
Diploma, Pre-Law Studies
Jennifer Berlin Jennifer Berlin's First Command Financial Services Experience February 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services February 2013 - Present
Non-profit/ Global Relations Organization and The Junior League January 2010 - June 2013
. 2008 - 2009
US Army 2003 - 2007
Skills
Retirement Planning, Wealth Management, Retirement, Investments, Financial Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Mutual Funds, Uniform Combined State..., Investment Strategies, Leadership, Customer Service, Team Building, Strategic Planning, Series 7, Military Benefits, Risk Management, Cash Management, Series 66, Public Speaking, Financial Coaching, Financial Mentoring, Teaching
Education
The University of Texas at El Paso
Bachelor of Arts (BA), Political Science/Government & History
University of Maryland University College 2003 — 2006
International Business/Trade/Commerce
Manatee High School 1994 — 1998
First Command Financial Services February 2013 - Present
Non-profit/ Global Relations Organization and The Junior League January 2010 - June 2013
. 2008 - 2009
US Army 2003 - 2007
Skills
Retirement Planning, Wealth Management, Retirement, Investments, Financial Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Mutual Funds, Uniform Combined State..., Investment Strategies, Leadership, Customer Service, Team Building, Strategic Planning, Series 7, Military Benefits, Risk Management, Cash Management, Series 66, Public Speaking, Financial Coaching, Financial Mentoring, Teaching
Education
The University of Texas at El Paso
Bachelor of Arts (BA), Political Science/Government & History
University of Maryland University College 2003 — 2006
International Business/Trade/Commerce
Manatee High School 1994 — 1998
John DeYarmon's First Command Financial Services Experience July 2012 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
USAA March 2014 - Present
USAA May 2013 - March 2014
First Command Financial Services July 2012 - January 2013
United States Air Force May 1992 - May 2012
Skills
Course Development, Course Design, Courseware Development, Instructional Design, Classroom Instruction, Flight Operations, Flight Planning, Flight Safety, Training & Development, Staff Training, Training Skills, Training Delivery, Public Speaking, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Change Leadership, Educational Leadership, Strategic Analysis, Strategic Planning, Tactical Planning, Operational Planning, Risk Analysis, Risk Assessment, Risk Management, Operational Risk..., Management Consulting, Process Consulting, Performance Consulting, Employee Management, Supervisory Experience, Leadership Experience, Training Experience, Managerial Experience, Training, Leadership, Top Secret, Military, Military Operations, Flights, National Security, Security Clearance, DoD, Military Experience, Command, Intelligence Analysis, Defense, Intelligence, Weapons
Education
University of Oklahoma 2001 — 2005
M.A., Human Relations
United States Air Force Academy 1988 — 1992
B.S., Political Science
USAA March 2014 - Present
USAA May 2013 - March 2014
First Command Financial Services July 2012 - January 2013
United States Air Force May 1992 - May 2012
Skills
Course Development, Course Design, Courseware Development, Instructional Design, Classroom Instruction, Flight Operations, Flight Planning, Flight Safety, Training & Development, Staff Training, Training Skills, Training Delivery, Public Speaking, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Change Leadership, Educational Leadership, Strategic Analysis, Strategic Planning, Tactical Planning, Operational Planning, Risk Analysis, Risk Assessment, Risk Management, Operational Risk..., Management Consulting, Process Consulting, Performance Consulting, Employee Management, Supervisory Experience, Leadership Experience, Training Experience, Managerial Experience, Training, Leadership, Top Secret, Military, Military Operations, Flights, National Security, Security Clearance, DoD, Military Experience, Command, Intelligence Analysis, Defense, Intelligence, Weapons
Education
University of Oklahoma 2001 — 2005
M.A., Human Relations
United States Air Force Academy 1988 — 1992
B.S., Political Science
Tyler Kubinski Tyler Kubinski's First Command Financial Services Experience October 2013 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services October 2013 - August 2015
Kubinski & Nichols, P.C. 2011 - May 2014
Education
The University of Texas at El Paso 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J.M. Hanks High School 2003 — 2007
High School Diploma
First Command Financial Services October 2013 - August 2015
Kubinski & Nichols, P.C. 2011 - May 2014
Education
The University of Texas at El Paso 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J.M. Hanks High School 2003 — 2007
High School Diploma
Alan Wesenberg Alan Wesenberg's First Command Financial Services Experience July 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 2014 - Present
US Air Force August 2013 - June 2014
US Air Force Central January 2013 - July 2013
US Air Force April 2012 - January 2013
US Air Force January 2011 - April 2012
US Joint Forces Command January 2008 - January 2011
Skills
Air Force, Top Secret, DoD, Training, Aircraft, Security Clearance, Defense, National Security, Electronic Warfare, Flights, Military Operations, Military Aviation, Operational Planning, Quality Assurance, Readiness, Active TS/SCI Clearance, Command & Control, C4ISR, Command, Military Experience, F-15E Instructor Pilot, Flight Test, Piloting, Leadership, Air Force Officer, Military
Education
University of Colorado Boulder 1994 — 1995
Master of Science (MS), Aerospace Engineering
United States Air Force Academy 1990 — 1994
Bachelor of Science (BS), Aeronautical Engineering
US Army Command and General Staff College 2007 — 2007
Command and General Staff Officer Course
First Command Financial Services July 2014 - Present
US Air Force August 2013 - June 2014
US Air Force Central January 2013 - July 2013
US Air Force April 2012 - January 2013
US Air Force January 2011 - April 2012
US Joint Forces Command January 2008 - January 2011
Skills
Air Force, Top Secret, DoD, Training, Aircraft, Security Clearance, Defense, National Security, Electronic Warfare, Flights, Military Operations, Military Aviation, Operational Planning, Quality Assurance, Readiness, Active TS/SCI Clearance, Command & Control, C4ISR, Command, Military Experience, F-15E Instructor Pilot, Flight Test, Piloting, Leadership, Air Force Officer, Military
Education
University of Colorado Boulder 1994 — 1995
Master of Science (MS), Aerospace Engineering
United States Air Force Academy 1990 — 1994
Bachelor of Science (BS), Aeronautical Engineering
US Army Command and General Staff College 2007 — 2007
Command and General Staff Officer Course
Amanda Sales's First Command Financial Services Experience 2010 - 2011
Job Wealth Management Administrator at Citizens Bank & Trust
Industry Financial Services
Experience
Citizens Bank & Trust January 2015 - Present
Citizens Bank & Trust December 2012 - January 2015
First Command Financial Services 2010 - 2011
Hidden Pines Country Club 2010 - 2011
Skills
Credit Analysis, Credit, Financial Analysis, Banking, Commercial Banking, Credit Risk, Financial Reporting, Investment Strategies, Microsoft Excel, Asset Management, Finance, Portfolio Management, Corporate Finance, Equities, Financial Modeling, Financial Services, Risk Management
Education
University of Central Missouri 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Finance
Citizens Bank & Trust January 2015 - Present
Citizens Bank & Trust December 2012 - January 2015
First Command Financial Services 2010 - 2011
Hidden Pines Country Club 2010 - 2011
Skills
Credit Analysis, Credit, Financial Analysis, Banking, Commercial Banking, Credit Risk, Financial Reporting, Investment Strategies, Microsoft Excel, Asset Management, Finance, Portfolio Management, Corporate Finance, Equities, Financial Modeling, Financial Services, Risk Management
Education
University of Central Missouri 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Central Missouri
Bachelor of Business Administration (B.B.A.), Finance
Joe Casey, MBA's First Command Financial Services Experience July 1991 - November 2006
Job Chief Development Officer at Arizona Leadership Foundation
Industry Education Management
Experience
Arizona Leadership Foundation September 2013 - Present
University of Notre Dame July 2011 - June 2013
New York Life Insurance Company December 2006 - June 2011
Parent Aid January 2008 - January 2011
First Command Financial Services July 1991 - November 2006
US Navy May 1979 - December 1985
Skills
Arizona Tax Credits, Capital Campaign, Non-profits, Legacy creation, Insurance, Strategic Planning, Investments, Public Speaking, Risk Management, New Business Development, Small Business, Capital Campaign..., Leadership, Nonprofits, Financial Analysis, Budgets, Analysis, Strategic Financial..., Strategy, Recruiting, Business Development, Team Building, Portfolio Management, Business Planning, Finance, Management Consulting, Management, CRM, Executive Management, Business Strategy, Entrepreneurship, Time Management, Training, Mergers & Acquisitions, Leadership Development, Financial Planning
Education
Columbia University - Graduate School of Business 1990 — 1992
MBA, Finance; Management of Organizations
University of Notre Dame 1975 — 1979
BS, Chemical Engineering
Arizona Leadership Foundation September 2013 - Present
University of Notre Dame July 2011 - June 2013
New York Life Insurance Company December 2006 - June 2011
Parent Aid January 2008 - January 2011
First Command Financial Services July 1991 - November 2006
US Navy May 1979 - December 1985
Skills
Arizona Tax Credits, Capital Campaign, Non-profits, Legacy creation, Insurance, Strategic Planning, Investments, Public Speaking, Risk Management, New Business Development, Small Business, Capital Campaign..., Leadership, Nonprofits, Financial Analysis, Budgets, Analysis, Strategic Financial..., Strategy, Recruiting, Business Development, Team Building, Portfolio Management, Business Planning, Finance, Management Consulting, Management, CRM, Executive Management, Business Strategy, Entrepreneurship, Time Management, Training, Mergers & Acquisitions, Leadership Development, Financial Planning
Education
Columbia University - Graduate School of Business 1990 — 1992
MBA, Finance; Management of Organizations
University of Notre Dame 1975 — 1979
BS, Chemical Engineering
Rick Amelon Rick Amelon's First Command Financial Services Experience October 1985 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 1985 - Present
First Command Financial Services October 1985 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Mutual Funds, Fixed Annuities, Asset Allocation, Series 7, Investments, Insurance, Long-term Care
Education
University of Missouri-Columbia 1970 — 1974
Agriculture, Chemistry
First Command Financial Services October 1985 - Present
First Command Financial Services October 1985 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Mutual Funds, Fixed Annuities, Asset Allocation, Series 7, Investments, Insurance, Long-term Care
Education
University of Missouri-Columbia 1970 — 1974
Agriculture, Chemistry
Crystal Johnson Crystal Johnson's First Command Financial Services Experience January 2013 - Present
Job Recruiting Specialist
Industry Financial Services
Experience
First Command Financial Services January 2013 - Present
TEKsystems February 2012 - October 2012
TEKsystems April 2011 - February 2012
First American Bank & Trust June 2009 - June 2010
Skills
Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, Sales, SDLC, Screening, Human Resources, Interviews, Networking, Management, Employee Benefits, Account Management, Training, Leadership, Temporary Placement, Strategy, Salesforce.com, Process Improvement
Education
University of Oklahoma 2006 — 2010
HR
Martin High School 2002 — 2006
First Command Financial Services January 2013 - Present
TEKsystems February 2012 - October 2012
TEKsystems April 2011 - February 2012
First American Bank & Trust June 2009 - June 2010
Skills
Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, Sales, SDLC, Screening, Human Resources, Interviews, Networking, Management, Employee Benefits, Account Management, Training, Leadership, Temporary Placement, Strategy, Salesforce.com, Process Improvement
Education
University of Oklahoma 2006 — 2010
HR
Martin High School 2002 — 2006
Hilary Rippenkroeger Hilary Rippenkroeger's First Command Financial Services Experience January 2015 - July 2015
Job Contractor Internal Auditor at First Command Financial Services
Industry Human Resources
Experience
First Command Financial Services January 2015 - July 2015
InSearch Recruiting April 2013 - January 2015
Bes-Tech, Inc. February 2011 - April 2013
Envision Financial Group July 2008 - January 2009
Skills
Payroll, Human Resources, Process Scheduler, Calendaring, System Administration, Accounting, Accounts Payable, Permanent Staffing, Recruiting, Lean Manufacturing, Six Sigma, Production Managment, Operations Management, Microsoft Office, Employee Relations, College Recruiting, PeopleSoft, Management, Applicant Tracking..., Project Management, Sourcing, Internet Recruiting, Temporary Placement, Time Management, Onboarding, New Hire Orientations, Leadership, Talent Management, Talent Acquisition, Hiring, Performance Management, Personnel Management, Technical Recruiting, Training, Succession Planning, Coaching, Team Building, Leadership Development, Employment Law, Employee Training, Organizational..., Employer Branding, Taleo, Quality Assurance, Job Fairs, Job Descriptions, Staffing Metrics, SHL, Pre-employment Testing, LinkedIn Recruiter
Education
University of North Texas College of Law 2015 — 2018
Doctor of Law (JD)
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science (BS), Industrial and Organizational Psychology
First Command Financial Services January 2015 - July 2015
InSearch Recruiting April 2013 - January 2015
Bes-Tech, Inc. February 2011 - April 2013
Envision Financial Group July 2008 - January 2009
Skills
Payroll, Human Resources, Process Scheduler, Calendaring, System Administration, Accounting, Accounts Payable, Permanent Staffing, Recruiting, Lean Manufacturing, Six Sigma, Production Managment, Operations Management, Microsoft Office, Employee Relations, College Recruiting, PeopleSoft, Management, Applicant Tracking..., Project Management, Sourcing, Internet Recruiting, Temporary Placement, Time Management, Onboarding, New Hire Orientations, Leadership, Talent Management, Talent Acquisition, Hiring, Performance Management, Personnel Management, Technical Recruiting, Training, Succession Planning, Coaching, Team Building, Leadership Development, Employment Law, Employee Training, Organizational..., Employer Branding, Taleo, Quality Assurance, Job Fairs, Job Descriptions, Staffing Metrics, SHL, Pre-employment Testing, LinkedIn Recruiter
Education
University of North Texas College of Law 2015 — 2018
Doctor of Law (JD)
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science (BS), Industrial and Organizational Psychology
Morrison Mike Morrison Mike's First Command Financial Services Experience 2006 - Present
Job CFO at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services 2006 - Present
Education
The University of Texas at Arlington - College of Business Administration 1975 — 1980
Accounting
First Command Financial Services 2006 - Present
Education
The University of Texas at Arlington - College of Business Administration 1975 — 1980
Accounting
Jeff Dill, CBCP, CDCDP Jeff Dill, CBCP, CDCDP's First Command Financial Services Experience February 2014 - April 2015
Job Business Continuity Planning at OCC
Industry Information Technology and Services
Experience
OCC April 2015 - Present
First Command Financial Services February 2014 - April 2015
Daylight, Inc. September 2013 - February 2014
Forsythe Technology May 2013 - September 2013
Aviall, A Boeing Company March 2000 - February 2013
EmCare October 1998 - November 1999
Skills
IT Operations, Disaster Recovery, Business Continuity, Data Center, IT Management, Infrastructure, Information Technology, Enterprise Architecture, Budgets, Vendor Management, IT Financial Mgmt, Contract Negotiation, Firewalls, IT Procurement, Security, PMP, Project Management, Project Planning, Project Portfolio..., Program Management, SDLC, ITIL, IT Service Management, Six Sigma, Process Improvement, Sarbanes-Oxley Act, SOX, Leadership, Management, Team Building, IT Strategy, Strategic Planning, Technical Support, Problem Solving, Troubleshooting, Cloud Computing, Servers, Virtualization, Networking, Network Architecture, Network Security, WAN, Telecommunications, System Deployment, Integration, Enterprise Software, Business Intelligence, Everbridge Mass..., SunGard Assurance CM
Education
University of Houston
OCC April 2015 - Present
First Command Financial Services February 2014 - April 2015
Daylight, Inc. September 2013 - February 2014
Forsythe Technology May 2013 - September 2013
Aviall, A Boeing Company March 2000 - February 2013
EmCare October 1998 - November 1999
Skills
IT Operations, Disaster Recovery, Business Continuity, Data Center, IT Management, Infrastructure, Information Technology, Enterprise Architecture, Budgets, Vendor Management, IT Financial Mgmt, Contract Negotiation, Firewalls, IT Procurement, Security, PMP, Project Management, Project Planning, Project Portfolio..., Program Management, SDLC, ITIL, IT Service Management, Six Sigma, Process Improvement, Sarbanes-Oxley Act, SOX, Leadership, Management, Team Building, IT Strategy, Strategic Planning, Technical Support, Problem Solving, Troubleshooting, Cloud Computing, Servers, Virtualization, Networking, Network Architecture, Network Security, WAN, Telecommunications, System Deployment, Integration, Enterprise Software, Business Intelligence, Everbridge Mass..., SunGard Assurance CM
Education
University of Houston
Kecia Dilday Kecia Dilday's First Command Financial Services Experience November 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2014 - Present
Author/Editor July 2004 - November 2014
US Naval Reserve August 2003 - June 2004
US Navy January 2002 - July 2003
US Navy May 1991 - December 2001
Skills
Financial Coaching, Investments, Insurance, Debt Consolidation, Financial Planning, Training, Military, Government, Copy Editing, Editing, Copywriting, Presentations, Microsoft Word, PowerPoint, Freelance Writing, Technical Writing, Marketing Communications, Press Releases, Social Media, Social Networking, Public Relations, Blogging, Event Planning, Newsletters, Project Management, Human Resources, Employee Relations, Employee Training, Training Delivery, Management, Job Coaching, Performance Management, Leadership Development, Budgets, Publishing, Proposal Writing, Interviews, Fiction, English, French, Italian, Leadership
Education
University of Oklahoma 1998 — 2000
MPA, Public Administration
University of Southern California 1986 — 1991
BA, International Relations and French
First Command Financial Services November 2014 - Present
Author/Editor July 2004 - November 2014
US Naval Reserve August 2003 - June 2004
US Navy January 2002 - July 2003
US Navy May 1991 - December 2001
Skills
Financial Coaching, Investments, Insurance, Debt Consolidation, Financial Planning, Training, Military, Government, Copy Editing, Editing, Copywriting, Presentations, Microsoft Word, PowerPoint, Freelance Writing, Technical Writing, Marketing Communications, Press Releases, Social Media, Social Networking, Public Relations, Blogging, Event Planning, Newsletters, Project Management, Human Resources, Employee Relations, Employee Training, Training Delivery, Management, Job Coaching, Performance Management, Leadership Development, Budgets, Publishing, Proposal Writing, Interviews, Fiction, English, French, Italian, Leadership
Education
University of Oklahoma 1998 — 2000
MPA, Public Administration
University of Southern California 1986 — 1991
BA, International Relations and French
Maritza Blanco Maritza Blanco's First Command Financial Services Experience May 2013 - August 2013
Job Life is about the journey, not the destination.
Industry Banking
Experience
Bank of America October 2013 - Present
First Command Financial Services May 2013 - August 2013
Wells Fargo October 2011 - August 2012
A Pea in the Pod April 2010 - September 2011
A Pea in the Pod July 2008 - April 2010
Store May 2008 - July 2008
Macy's July 2007 - April 2008
Skills
Sales, Networking, Sales Management, Great Motivator, Highly motivated..., Highly personable, Charismatic Leadership, Closers, Customer Service, Management, Leadership, Banking, Financial Analysis, Customer Retention, Time Management, Risk Management, Investments, Insurance, Microsoft Office, Customer Experience, Team Building, Retail Sales, Microsoft Word, Employee Training, Marketing, Finance, Team Management, Coaching, Social Networking, Data Entry, Negotiation, Business Development, Relationship Management, Social Media, Retail, Strategic Planning, Cashiering, Cold Calling, Loans
Education
University of Florida 2002 — 2007
Sociology
University of Florida 2002 — 2007
Sociology
Bank of America October 2013 - Present
First Command Financial Services May 2013 - August 2013
Wells Fargo October 2011 - August 2012
A Pea in the Pod April 2010 - September 2011
A Pea in the Pod July 2008 - April 2010
Store May 2008 - July 2008
Macy's July 2007 - April 2008
Skills
Sales, Networking, Sales Management, Great Motivator, Highly motivated..., Highly personable, Charismatic Leadership, Closers, Customer Service, Management, Leadership, Banking, Financial Analysis, Customer Retention, Time Management, Risk Management, Investments, Insurance, Microsoft Office, Customer Experience, Team Building, Retail Sales, Microsoft Word, Employee Training, Marketing, Finance, Team Management, Coaching, Social Networking, Data Entry, Negotiation, Business Development, Relationship Management, Social Media, Retail, Strategic Planning, Cashiering, Cold Calling, Loans
Education
University of Florida 2002 — 2007
Sociology
University of Florida 2002 — 2007
Sociology
Gregory K. Yurconic, Financial Advisor Gregory K. Yurconic, Financial Advisor's First Command Financial Services Experience September 2012 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services September 2012 - Present
Interlogical Systems, Inc. January 2009 - September 2012
JPMorgan Chase September 2005 - December 2008
Citigroup - Global Corporate and Investment Banking August 2004 - September 2005
Societe Generale - SG Cowen March 2000 - May 2004
Donaldson, Lufkin & Jenrette Securities Corporation March 1998 - March 2000
Lockheed Martin July 1993 - March 1998
American Management Systems January 1991 - July 1993
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Financial Markets, Personal Financial..., Software Engineering
Education
University of Pittsburgh 1985 — 1990
B.S., Computer Science
Allentown Central Catholic High School 1981 — 1985
First Command Financial Services September 2012 - Present
Interlogical Systems, Inc. January 2009 - September 2012
JPMorgan Chase September 2005 - December 2008
Citigroup - Global Corporate and Investment Banking August 2004 - September 2005
Societe Generale - SG Cowen March 2000 - May 2004
Donaldson, Lufkin & Jenrette Securities Corporation March 1998 - March 2000
Lockheed Martin July 1993 - March 1998
American Management Systems January 1991 - July 1993
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Financial Markets, Personal Financial..., Software Engineering
Education
University of Pittsburgh 1985 — 1990
B.S., Computer Science
Allentown Central Catholic High School 1981 — 1985
Mary Ann Srulowitz Mary Ann Srulowitz's First Command Financial Services Experience January 2014 - Present
Job Licensed Sales Associate at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services January 2014 - Present
LivingSocial February 2013 - December 2013
LivingSocial July 2012 - December 2013
Boys and Girls Clubs of America- Tucson February 2012 - January 2013
Miss America Organization February 2009 - December 2011
Skills
Social Media, Customer Service, Leadership, Social Networking, Public Speaking, Social Media Marketing, Event Planning, Facebook, Sales, Event Management, Press Releases, Fundraising, Public Relations, Microsoft Excel
Education
University of Arizona 2007 — 2012
General Studies, Economy and Industry
University of Arizona 2007 — 2012
Bachelor, General Studies; Economy and Industry
First Command Financial Services January 2014 - Present
LivingSocial February 2013 - December 2013
LivingSocial July 2012 - December 2013
Boys and Girls Clubs of America- Tucson February 2012 - January 2013
Miss America Organization February 2009 - December 2011
Skills
Social Media, Customer Service, Leadership, Social Networking, Public Speaking, Social Media Marketing, Event Planning, Facebook, Sales, Event Management, Press Releases, Fundraising, Public Relations, Microsoft Excel
Education
University of Arizona 2007 — 2012
General Studies, Economy and Industry
University of Arizona 2007 — 2012
Bachelor, General Studies; Economy and Industry
Chanum Fuller Chanum Fuller's First Command Financial Services Experience June 2006 - June 2014
Job Senior Graphic Designer/Project Manager
Industry Marketing and Advertising
Experience
Crosstimbers Marketing July 2014 - March 2015
First Command Financial Services June 2006 - June 2014
RaySat April 2005 - April 2006
Hawk Electronics/Teletouch July 2001 - April 2005
Skills
Adobe Acrobat, Graphics, Photoshop, Adobe Creative Suite, Corporate Branding, Project Management, Advertising, Illustrator, Microsoft Office, Microsoft Word, Dreamweaver, QuarkXPress, Marketing, Microsoft Excel, Customer Service, PowerPoint, Training, Graphic Design, InDesign, Creative Direction, Logo Design, Mac, Catalogs, Flyers, OS X, Magazine Layout Design
Education
University of North Texas 1997 — 2000
Bachelor's degree, English
Trinity High School
Crosstimbers Marketing July 2014 - March 2015
First Command Financial Services June 2006 - June 2014
RaySat April 2005 - April 2006
Hawk Electronics/Teletouch July 2001 - April 2005
Skills
Adobe Acrobat, Graphics, Photoshop, Adobe Creative Suite, Corporate Branding, Project Management, Advertising, Illustrator, Microsoft Office, Microsoft Word, Dreamweaver, QuarkXPress, Marketing, Microsoft Excel, Customer Service, PowerPoint, Training, Graphic Design, InDesign, Creative Direction, Logo Design, Mac, Catalogs, Flyers, OS X, Magazine Layout Design
Education
University of North Texas 1997 — 2000
Bachelor's degree, English
Trinity High School
Viral chudasma Viral chudasma's First Command Financial Services Experience May 2012 - Present
Job Owner at Nolan Creek Winery
Industry Financial Services
Experience
Nolan Creek Winery October 2012 - Present
First Command Financial Services May 2012 - Present
USAA June 2011 - December 2011
USAA Financial Services June 2011 - December 2011
AT&T Mobility November 2007 - October 2009
Market Star Corporation March 2007 - October 2007
Raymond Corporation January 2001 - May 2001
The Raymond Corporation 2001 - 2001
Skills
Mutual Funds, Retirement, Investments, Financial Services, Strategic Financial..., Series 7, Retirement Planning, Series 63, Fixed Annuities, Financial Analysis, Financial Advisory, Life Insurance, Asset Allocation, Wealth Management, Finance, Call Center, Insurance, Investment Advisory, Portfolio Management, Customer Retention
Education
University of Colorado 2010 — 2011
BS, Business Administration
University of Colorado at Colorado Springs 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Gujarat Technological University 1994 — 1998
Diploma, Mechanical Engineering
Nolan Creek Winery October 2012 - Present
First Command Financial Services May 2012 - Present
USAA June 2011 - December 2011
USAA Financial Services June 2011 - December 2011
AT&T Mobility November 2007 - October 2009
Market Star Corporation March 2007 - October 2007
Raymond Corporation January 2001 - May 2001
The Raymond Corporation 2001 - 2001
Skills
Mutual Funds, Retirement, Investments, Financial Services, Strategic Financial..., Series 7, Retirement Planning, Series 63, Fixed Annuities, Financial Analysis, Financial Advisory, Life Insurance, Asset Allocation, Wealth Management, Finance, Call Center, Insurance, Investment Advisory, Portfolio Management, Customer Retention
Education
University of Colorado 2010 — 2011
BS, Business Administration
University of Colorado at Colorado Springs 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Gujarat Technological University 1994 — 1998
Diploma, Mechanical Engineering
Vincent Crum Vincent Crum's First Command Financial Services Experience October 2007 - May 2009
Job Directorate Supt Mngr / OT Effectiveness at Joint Strike Fighter Program Office
Industry Military
Experience
Joint Strike Fighter Program Office May 2010 - Present
First Command Financial Services October 2007 - May 2009
OPNAV N88 July 2005 - July 2007
Skills
DoD, Security Clearance, Operational Planning, Military, National Security
Education
American Military University 2003 — 2006
MBA, Business/Commerce, General
University of Arizona 1983 — 1987
Bachelor of Science (BS)
Joint Strike Fighter Program Office May 2010 - Present
First Command Financial Services October 2007 - May 2009
OPNAV N88 July 2005 - July 2007
Skills
DoD, Security Clearance, Operational Planning, Military, National Security
Education
American Military University 2003 — 2006
MBA, Business/Commerce, General
University of Arizona 1983 — 1987
Bachelor of Science (BS)
Miriam Haddad Miriam Haddad's First Command Financial Services Experience March 2014 - May 2015
Job Administrative Assistant at First Command Financial Services
Industry Financial Services
Experience
Edward Jones June 2015 - August 2015
First Command Financial Services March 2014 - May 2015
Manske Wealth Management May 2014 - July 2014
The Mad Potter June 2012 - July 2013
Skills
Project Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, CRM, Recruiting, Time Management, Management, Insurance, Analysis, Process Scheduler, Outlook, Human Resources, Teamwork, Microsoft Word, Team Leadership
Education
University of Houston, C.T. Bauer College of Business 2013 — 2016
Finance
Edward Jones June 2015 - August 2015
First Command Financial Services March 2014 - May 2015
Manske Wealth Management May 2014 - July 2014
The Mad Potter June 2012 - July 2013
Skills
Project Management, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Leadership, CRM, Recruiting, Time Management, Management, Insurance, Analysis, Process Scheduler, Outlook, Human Resources, Teamwork, Microsoft Word, Team Leadership
Education
University of Houston, C.T. Bauer College of Business 2013 — 2016
Finance
Kenneth Tucker Kenneth Tucker's First Command Financial Services Experience September 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services September 2013 - Present
Colony American Homes March 2013 - December 2013
Mid-America Apartment Communities October 2012 - March 2013
Associated Estates Realty Corp October 2011 - October 2012
Post Properties May 2006 - September 2011
Post Properties August 2003 - May 2006
Skills
Property Management, Real Estate, Apartments, Selling, Residential Homes, Leases, Customer Service, Budgets, Property, Yardi, Lease Administration, Due Diligence, Marketing, Disposition, Asset Managment, Contract Negotiation, Commercial Real Estate, Asset Management, Fair Housing, OneSite, Real Estate Development, Resident Retention, MRI Software, Contract Management, Sales, Rentals, Tenant, Investment Properties, Real Estate Transactions, HUD, Real Estate Economics, Sellers, Leadership, Customer Satisfaction
Education
University of Alabama 1998 — 2003
BS, Marketing
First Command Financial Services September 2013 - Present
Colony American Homes March 2013 - December 2013
Mid-America Apartment Communities October 2012 - March 2013
Associated Estates Realty Corp October 2011 - October 2012
Post Properties May 2006 - September 2011
Post Properties August 2003 - May 2006
Skills
Property Management, Real Estate, Apartments, Selling, Residential Homes, Leases, Customer Service, Budgets, Property, Yardi, Lease Administration, Due Diligence, Marketing, Disposition, Asset Managment, Contract Negotiation, Commercial Real Estate, Asset Management, Fair Housing, OneSite, Real Estate Development, Resident Retention, MRI Software, Contract Management, Sales, Rentals, Tenant, Investment Properties, Real Estate Transactions, HUD, Real Estate Economics, Sellers, Leadership, Customer Satisfaction
Education
University of Alabama 1998 — 2003
BS, Marketing
Matthew Taheri Matthew Taheri's First Command Financial Services Experience January 2000 - February 2006
Job Manager of Wealth Management and Program Manager
Industry Financial Services
Experience
University Federal Credit Union July 2015 - Present
CUSO Financial Services, LP at University Federal Credit Union July 2015 - Present
Wells Fargo February 2006 - July 2015
First Command Financial Services January 2000 - February 2006
Transamerica Financial Advisors, Inc. July 1994 - January 2000
Skills
Investments, Credit, Wealth Management, Finance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Banking, Leadership, Series 7, Mortgage Banking, High Net Worth..., Financial Planning, Portfolio Management, Insurance, Private Banking, Cross Selling, Loans, Management, Small Business Lending, Teaching, Coaching, Strategic Partnerships, Financial Analysis, Cross-functional Team..., Team Building, Business Strategy, New Business Development, Customer Service, Entrepreneurship, Higher Education
Education
University of Central Oklahoma
Master of Science (M.S.), Mathematics
University of Central Oklahoma
Bachelor’s Degree, Mathematics
University Federal Credit Union July 2015 - Present
CUSO Financial Services, LP at University Federal Credit Union July 2015 - Present
Wells Fargo February 2006 - July 2015
First Command Financial Services January 2000 - February 2006
Transamerica Financial Advisors, Inc. July 1994 - January 2000
Skills
Investments, Credit, Wealth Management, Finance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Banking, Leadership, Series 7, Mortgage Banking, High Net Worth..., Financial Planning, Portfolio Management, Insurance, Private Banking, Cross Selling, Loans, Management, Small Business Lending, Teaching, Coaching, Strategic Partnerships, Financial Analysis, Cross-functional Team..., Team Building, Business Strategy, New Business Development, Customer Service, Entrepreneurship, Higher Education
Education
University of Central Oklahoma
Master of Science (M.S.), Mathematics
University of Central Oklahoma
Bachelor’s Degree, Mathematics
Carl Alvarez's First Command Financial Services Experience February 2014 - Present
Job Vice Commander, 5th Air Wing
Industry Financial Services
Experience
Texas State Guard July 2014 - Present
First Command Financial Services February 2014 - Present
United States Air Force January 1998 - September 2013
Eielson AFB, Alaska January 1998 - May 2008
Eielson AFB, Alaska August 1995 - January 1998
Skills
Basic Leadership, Basic Officership, Personnel Leadership &..., Business Operations &..., Diversity Management, Training, Human Resources, Leadership, Military, Program Management, Security, DoD, Security Clearance, Counterterrorism, Interviews, Command, Mergers & Acquisitions, Operations Management, Budgets, Intelligence, Management, Combat, Staff Development, Military Operations, Enforcement, National Security, Force Protection, Air Force, Top Secret, Intelligence Analysis, Defense, Protection
Education
University of Alaska Fairbanks 1987 — 1994
Bachelor of Science, History
Air War College 2010 — 2011
Air Command & Staff College 2006 — 2006
USAF Squadron Officer School 2001 — 2001
Texas State Guard July 2014 - Present
First Command Financial Services February 2014 - Present
United States Air Force January 1998 - September 2013
Eielson AFB, Alaska January 1998 - May 2008
Eielson AFB, Alaska August 1995 - January 1998
Skills
Basic Leadership, Basic Officership, Personnel Leadership &..., Business Operations &..., Diversity Management, Training, Human Resources, Leadership, Military, Program Management, Security, DoD, Security Clearance, Counterterrorism, Interviews, Command, Mergers & Acquisitions, Operations Management, Budgets, Intelligence, Management, Combat, Staff Development, Military Operations, Enforcement, National Security, Force Protection, Air Force, Top Secret, Intelligence Analysis, Defense, Protection
Education
University of Alaska Fairbanks 1987 — 1994
Bachelor of Science, History
Air War College 2010 — 2011
Air Command & Staff College 2006 — 2006
USAF Squadron Officer School 2001 — 2001
Michelle Janes's First Command Financial Services Experience May 2013 - August 2013
Job Insurance Consultant at AAA Carolinas
Industry Financial Services
Experience
AAA Carolinas May 2014 - Present
First Command Financial Services May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Public Speaking
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science in Business Administration, Finance
University of North Carolina at Charlotte 2012 — 2014
Bachelor's degree, Finance
AAA Carolinas May 2014 - Present
First Command Financial Services May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Public Speaking
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Science in Business Administration, Finance
University of North Carolina at Charlotte 2012 — 2014
Bachelor's degree, Finance
Barrianne Green Barrianne Green's First Command Financial Services Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services 2011 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Financial Advisory, Long Term Care, Disability Insurance, 401k, Risk Management
Education
United States Naval Academy 2005 — 2009
B/S, Economics
First Command Financial Services 2011 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Financial Advisory, Long Term Care, Disability Insurance, 401k, Risk Management
Education
United States Naval Academy 2005 — 2009
B/S, Economics
Fred Orr, CFP® Fred Orr, CFP®'s First Command Financial Services Experience June 2001 - September 2005
Job Principal at Pivotal Financial Advisors
Industry Financial Services
Experience
Pivotal Financial Advisors May 2008 - Present
MHN Government Services 2008 - September 2013
First Command 2005 - 2007
First Command Financial Services June 2001 - September 2005
First Command April 1985 - December 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Investments, Mutual Funds, Estate Planning, Fixed Annuities, Risk Management, Insurance, Investment Advisory, Asset Managment, Financial Advisory, Asset Allocation, Investment Management, Business Planning, Leadership, Personal Finance, Securities, Financial Services, Asset Management, Strategic Planning
Education
University of Southern California 1979 — 1981
MSSM, Systems Managment
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Pivotal Financial Advisors May 2008 - Present
MHN Government Services 2008 - September 2013
First Command 2005 - 2007
First Command Financial Services June 2001 - September 2005
First Command April 1985 - December 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Investments, Mutual Funds, Estate Planning, Fixed Annuities, Risk Management, Insurance, Investment Advisory, Asset Managment, Financial Advisory, Asset Allocation, Investment Management, Business Planning, Leadership, Personal Finance, Securities, Financial Services, Asset Management, Strategic Planning
Education
University of Southern California 1979 — 1981
MSSM, Systems Managment
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Josh Andreasen Josh Andreasen's First Command Financial Services Experience January 2008 - May 2012
Job Financial Planning Analyst at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2012 - Present
Town of Groton, MA August 2013 - July 2014
BNY Mellon May 2012 - October 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Social Media, First Responder, Cpr Certified, EMT
Education
University of Massachusetts Boston 2009 — 2012
B.S. Management & Marketing, Marketing, Finance, Management, Accounting
Edelman Financial Services October 2012 - Present
Town of Groton, MA August 2013 - July 2014
BNY Mellon May 2012 - October 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
First Command Financial Services January 2008 - May 2012
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Social Media, First Responder, Cpr Certified, EMT
Education
University of Massachusetts Boston 2009 — 2012
B.S. Management & Marketing, Marketing, Finance, Management, Accounting
Douglas Killebrew, CPA's First Command Financial Services Experience June 2009 - August 2009
Job Tax Senior Associate, Personal Financial Services at PwC
Industry Accounting
Experience
PwC May 2015 - Present
PwC July 2014 - Present
PricewaterhouseCoopers September 2011 - Present
The University of Texas at Austin January 2011 - May 2011
First Command Financial Services June 2009 - August 2009
Skills
Tax, Accounting, Corporate Tax, Tax Research, Financial Accounting, Income Tax, Financial Reporting, Financial Analysis, QuickBooks, CPA, Tax Accounting, Tax Returns, Partnership Taxation
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Masters in Professional Accounting, Tax
Winthrop University 2006 — 2010
Bachelor of Science, Business Administration with Concentrations in Accounting and Financial Planning
PwC May 2015 - Present
PwC July 2014 - Present
PricewaterhouseCoopers September 2011 - Present
The University of Texas at Austin January 2011 - May 2011
First Command Financial Services June 2009 - August 2009
Skills
Tax, Accounting, Corporate Tax, Tax Research, Financial Accounting, Income Tax, Financial Reporting, Financial Analysis, QuickBooks, CPA, Tax Accounting, Tax Returns, Partnership Taxation
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Masters in Professional Accounting, Tax
Winthrop University 2006 — 2010
Bachelor of Science, Business Administration with Concentrations in Accounting and Financial Planning
Gonzalo Yubi's First Command Financial Services Experience September 2009 - August 2010
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab June 2013 - January 2014
University of Central Florida- Student Academic Resource Center August 2011 - May 2013
Shayan Elahi Campaign- State Representative for District 49 June 2012 - August 2012
University of Central Florida- Undergraduate Admissions August 2010 - April 2011
First Command Financial Services September 2009 - August 2010
Skills
Bilingual- English and..., Cash Handling Experience, Customer Service..., Excellent..., Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Teamwork, Leadership, Sales, Outlook, Finance, Critical Thinking, Financial Analysis, Public Speaking, Program Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science in Business Administration, Finance
Niceville Senior High School 2006 — 2010
High School Diploma
Charles Schwab May 2014 - Present
Charles Schwab June 2013 - January 2014
University of Central Florida- Student Academic Resource Center August 2011 - May 2013
Shayan Elahi Campaign- State Representative for District 49 June 2012 - August 2012
University of Central Florida- Undergraduate Admissions August 2010 - April 2011
First Command Financial Services September 2009 - August 2010
Skills
Bilingual- English and..., Cash Handling Experience, Customer Service..., Excellent..., Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Teamwork, Leadership, Sales, Outlook, Finance, Critical Thinking, Financial Analysis, Public Speaking, Program Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science in Business Administration, Finance
Niceville Senior High School 2006 — 2010
High School Diploma
Dawn Wickham Dawn Wickham's First Command Financial Services Experience July 2013 - Present
Job Administrative Assistant at First Command Financial Services
Industry Photography
Experience
First Command Financial Services July 2013 - Present
RGB Imaging June 2011 - Present
John W. Lee, PC September 2010 - December 2010
Frederick J. Hatem, Jr., Esquire June 1999 - November 2002
Skills
Photography, Commercial Photography, Management, Military, DoD, Leadership, Legal Research, Legal Documents, Office Administration, Notary Public, Portrait Photography, Event Photography, Digital Imaging, Command, Team Building, Public Relations, Fundraising, Social Networking, Blogging, Security Clearance, Customer Service, Advertising, Training, Courts, Social Media Marketing, Social Media
Education
Tidewater Tech-Trades 1997 — 1998
certificate, Legal Assistant/Paralegal
First Command Financial Services July 2013 - Present
RGB Imaging June 2011 - Present
John W. Lee, PC September 2010 - December 2010
Frederick J. Hatem, Jr., Esquire June 1999 - November 2002
Skills
Photography, Commercial Photography, Management, Military, DoD, Leadership, Legal Research, Legal Documents, Office Administration, Notary Public, Portrait Photography, Event Photography, Digital Imaging, Command, Team Building, Public Relations, Fundraising, Social Networking, Blogging, Security Clearance, Customer Service, Advertising, Training, Courts, Social Media Marketing, Social Media
Education
Tidewater Tech-Trades 1997 — 1998
certificate, Legal Assistant/Paralegal
Tiffany Hathcock Tiffany Hathcock's First Command Financial Services Experience March 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2013 - Present
Bell County Adult Probation August 2010 - August 2012
8th Engineer Battalion, Forward Support Company April 2010 - April 2012
Skills
Administrative..., Clerical Skills, Probation, Problem Management, Supervisory Experience, Personal Training, Personal Development, Sales, Persuasiveness, Deadline Driven, Customer Retention, Customer Service, Highly detail oriented, Organizational...
Education
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Communication, General
University of Wisconsin-La Crosse 2005 — 2008
Communication, General
First Command Financial Services March 2013 - Present
Bell County Adult Probation August 2010 - August 2012
8th Engineer Battalion, Forward Support Company April 2010 - April 2012
Skills
Administrative..., Clerical Skills, Probation, Problem Management, Supervisory Experience, Personal Training, Personal Development, Sales, Persuasiveness, Deadline Driven, Customer Retention, Customer Service, Highly detail oriented, Organizational...
Education
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Communication, General
University of Wisconsin-La Crosse 2005 — 2008
Communication, General
Kellan McDonald Kellan McDonald's First Command Financial Services Experience November 2011 - August 2012
Job Investments and securities
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
US Bancorp January 2014 - September 2014
Merrill Lynch August 2012 - January 2014
First Command Financial Services November 2011 - August 2012
Army National Guard November 2008 - July 2009
Army National Guard February 2007 - September 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Public Speaking, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Annuities, Long Term Care, Investment Advisory, Employee Benefits, Securities, Long-term Care, Retirement, Estate Planning
Education
The University of Montana 2009 — 2011
Masters, Public Administration
Fisher Investments September 2014 - Present
US Bancorp January 2014 - September 2014
Merrill Lynch August 2012 - January 2014
First Command Financial Services November 2011 - August 2012
Army National Guard November 2008 - July 2009
Army National Guard February 2007 - September 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Public Speaking, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Annuities, Long Term Care, Investment Advisory, Employee Benefits, Securities, Long-term Care, Retirement, Estate Planning
Education
The University of Montana 2009 — 2011
Masters, Public Administration
Kelly Buchfink Kelly Buchfink's First Command Financial Services Experience March 2015 - Present
Job Director, National Branch at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2015 - Present
First Command Financial Services December 2012 - March 2015
First Command Financial Services July 2009 - December 2012
First Command Financial Services January 2004 - July 2009
First Command Financial Services May 2001 - January 2004
Education
University of Maryland University College
BA, Psychology/English
First Command Financial Services March 2015 - Present
First Command Financial Services December 2012 - March 2015
First Command Financial Services July 2009 - December 2012
First Command Financial Services January 2004 - July 2009
First Command Financial Services May 2001 - January 2004
Education
University of Maryland University College
BA, Psychology/English
David Bencomo David Bencomo's First Command Financial Services Experience February 2011 - Present
Job Leader of Financial Sales for BBVA Compass
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
BBVA Compass September 2013 - Present
First Command Financial Services February 2011 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services July 2010 - Present
Wells Fargo Home Mortgage August 2012 - September 2013
Skills
Strategic Financial..., Insurance, Financial Analysis, Investments, Banking, Leadership, Finance, Management, Analysis, Portfolio Management, Financial Advisory, Microsoft Excel, Equities, Fixed Income, Accounting, Loans, Business Strategy, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Modeling, Relationship Management, Budgets, Strategic Planning, Series 7, Wealth Management, New Business Development, Credit Analysis, Financial Risk, Credit, Marketing, Coaching
Education
The University of Texas at El Paso 2005 — 2010
BBA, Financial Analysis
The University of Texas at El Paso
B.B.A, Finance / Concentration as Financial Analyst
TIAA-CREF October 2014 - Present
BBVA Compass September 2013 - Present
First Command Financial Services February 2011 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services August 2010 - Present
First Command Financial Services July 2010 - Present
Wells Fargo Home Mortgage August 2012 - September 2013
Skills
Strategic Financial..., Insurance, Financial Analysis, Investments, Banking, Leadership, Finance, Management, Analysis, Portfolio Management, Financial Advisory, Microsoft Excel, Equities, Fixed Income, Accounting, Loans, Business Strategy, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Modeling, Relationship Management, Budgets, Strategic Planning, Series 7, Wealth Management, New Business Development, Credit Analysis, Financial Risk, Credit, Marketing, Coaching
Education
The University of Texas at El Paso 2005 — 2010
BBA, Financial Analysis
The University of Texas at El Paso
B.B.A, Finance / Concentration as Financial Analyst
Michael Jarvis Michael Jarvis's First Command Financial Services Experience April 2006 - November 2008
Job
Industry Financial Services
Experience
PDX, Inc. February 2013 - Present
Express Employment Professionals - Specialized Recruiting Group July 2011 - 2012
Lone Star Media Group February 2009 - July 2011
First Command Financial Services April 2006 - November 2008
RBC Financial Group July 2004 - June 2006
First Citizens Bank February 2002 - July 2004
Skills
Technical Recruiting, Talent Management, Policy, Contract Negotiation, Banking, Executive Management, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Executive Search, College Recruiting, Hiring, Performance Management, Employee Relations, HRIS, Full-cycle Recruiting, Interviewing, Screening, Search, Background Checks, Compliance, Vendor Management, Compensation, Team Building, Coaching, Mentoring, Change Management, Recruitment/Retention, Business Analysis, Customer Relations, Mergers, Organizational..., Account Management, Healthcare, Employee Benefits, Start-ups, Operations Management, Strategic Planning, Negotiation, Process Improvement, Call Center, Salary Negotiation, Vendor Relations, New Business Development, Metrics, Administration, Employee Engagement, Analysis, Strategic Sourcing
Education
University of North Carolina at Charlotte
BA, Economics
PDX, Inc. February 2013 - Present
Express Employment Professionals - Specialized Recruiting Group July 2011 - 2012
Lone Star Media Group February 2009 - July 2011
First Command Financial Services April 2006 - November 2008
RBC Financial Group July 2004 - June 2006
First Citizens Bank February 2002 - July 2004
Skills
Technical Recruiting, Talent Management, Policy, Contract Negotiation, Banking, Executive Management, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Executive Search, College Recruiting, Hiring, Performance Management, Employee Relations, HRIS, Full-cycle Recruiting, Interviewing, Screening, Search, Background Checks, Compliance, Vendor Management, Compensation, Team Building, Coaching, Mentoring, Change Management, Recruitment/Retention, Business Analysis, Customer Relations, Mergers, Organizational..., Account Management, Healthcare, Employee Benefits, Start-ups, Operations Management, Strategic Planning, Negotiation, Process Improvement, Call Center, Salary Negotiation, Vendor Relations, New Business Development, Metrics, Administration, Employee Engagement, Analysis, Strategic Sourcing
Education
University of North Carolina at Charlotte
BA, Economics
Matt Sebenoler Matt Sebenoler's First Command Financial Services Experience 2000 - 2002
Job First Vice President, Next Generation Advisor Strategies
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
Christian Stearns Christian Stearns's First Command Financial Services Experience Creating abundant livesLt Col
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services Creating abundant livesLt Col
HUD November 1998 - October 2011
Skills
Strategic Planning
Education
United States Air Force Academy 1982 — 1987
Bachelor's Degree
University of West Florida 1992 — 1996
Master of Public Administration (MPA)
First Command Financial Services Creating abundant livesLt Col
HUD November 1998 - October 2011
Skills
Strategic Planning
Education
United States Air Force Academy 1982 — 1987
Bachelor's Degree
University of West Florida 1992 — 1996
Master of Public Administration (MPA)
Justin Griffin's First Command Financial Services Experience November 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services November 2014 - Present
SolarCity June 2014 - November 2014
Southern Light Solar May 2013 - September 2013
Liberty Mutual Insurance September 2012 - May 2013
Joe Malone for Congress May 2010 - August 2010
University of Kentucky September 2009 - April 2010
Skills
Leadership, Social Networking, Microsoft Excel, Financial Advisory, Financial Planning, Investment Management, Financial Services, Investment Strategies, Investment Advisory, Financial Analysis, Financial Risk..., Fundraising, Customer Service, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Marketing Strategy, International Business, Life Insurance, Strategic Planning, Business Strategy, Cold Calling, Teaching, Lead Generation, Political Campaigns, Entrepreneurship
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing; Minors in Communication and International Business
Universidad Latina de Costa Rica
International Business Management
First Command Financial Services November 2014 - Present
SolarCity June 2014 - November 2014
Southern Light Solar May 2013 - September 2013
Liberty Mutual Insurance September 2012 - May 2013
Joe Malone for Congress May 2010 - August 2010
University of Kentucky September 2009 - April 2010
Skills
Leadership, Social Networking, Microsoft Excel, Financial Advisory, Financial Planning, Investment Management, Financial Services, Investment Strategies, Investment Advisory, Financial Analysis, Financial Risk..., Fundraising, Customer Service, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Marketing Strategy, International Business, Life Insurance, Strategic Planning, Business Strategy, Cold Calling, Teaching, Lead Generation, Political Campaigns, Entrepreneurship
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing; Minors in Communication and International Business
Universidad Latina de Costa Rica
International Business Management
Jeff Dockins Jeff Dockins's First Command Financial Services Experience August 2008 - December 2011
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC Assurance AssociatePwCSeptember 2013 - Present
First Command Financial Services August 2008 - December 2011
J.F. Hurley Family YMCA May 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Windows, English, Organization, Puzzles, Motivation, Research
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Accountancy, Accounting, 4.0
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science (BS), Business Administration, 3.3972
PwC Assurance AssociatePwCSeptember 2013 - Present
First Command Financial Services August 2008 - December 2011
J.F. Hurley Family YMCA May 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Windows, English, Organization, Puzzles, Motivation, Research
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Accountancy, Accounting, 4.0
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science (BS), Business Administration, 3.3972
Laurie Gedling Laurie Gedling's First Command Financial Services Experience January 2003 - May 2005
Job Veterinary Technician at Vital Pet Kings Crossing Animal Hospital
Industry Veterinary
Experience
Vital Pet Kings Crossing Animal Hospital March 2008 - Present
University of Houston-Downtown August 2010 - December 2010
First Command Financial Services January 2003 - May 2005
Bodine Scott Air Conditioning/Heating December 1996 - December 2002
TECOM Industries July 1995 - September 1996
Education Service Center Region XI May 1986 - August 1990
Skills
Administrative Support, Dispatching, Microsoft Office, Laboratory Techniques, Customer Service
Education
University of Houston-Downtown 2008 — 2010
BS Humanities and Social Science, English, Physcology
Tarrant County Jr College 1986 — 1986
AAS Office Careers, Typing, Shorthand, Ten Key, Office Accounting, Business Communications
Vital Pet Kings Crossing Animal Hospital March 2008 - Present
University of Houston-Downtown August 2010 - December 2010
First Command Financial Services January 2003 - May 2005
Bodine Scott Air Conditioning/Heating December 1996 - December 2002
TECOM Industries July 1995 - September 1996
Education Service Center Region XI May 1986 - August 1990
Skills
Administrative Support, Dispatching, Microsoft Office, Laboratory Techniques, Customer Service
Education
University of Houston-Downtown 2008 — 2010
BS Humanities and Social Science, English, Physcology
Tarrant County Jr College 1986 — 1986
AAS Office Careers, Typing, Shorthand, Ten Key, Office Accounting, Business Communications
Patrick McGorman Patrick McGorman's First Command Financial Services Experience December 2014 - Present
Job Registered Principal and District Advisor at First Command Financial Services, Inc.
Industry Financial Services
Experience
First Command Financial Services December 2014 - Present
First Command Financial Services May 2013 - Present
U.S. Army June 2005 - Present
Sanford C. Bernstein August 2010 - April 2013
Skills
Security Clearance, Leadership, Command, Operational Planning, Military Experience, Military Operations, Team Building, Weapons, Army, DoD, Organizational..., Management, Counterinsurgency, Defense, Risk Assessment, Combat, Series 7, Intelligence Analysis, Operations Management, Training, Homeland Security, Emergency Management, Security Management, Intelligence, Tactics, Analysis, Equity Trading, Global Macro, Financial Services, Business Relationship..., Military, Force Protection, Government Contracting, Reconnaissance, Government, Afghanistan, Interagency Coordination, Risk Management, Finance, Strategic Planning, Investments, Program Management, Leadership Development, Financial Analysis, Securities, Team Leadership, Military Logistics, Military Training
Education
United States Military Academy at West Point 2001 — 2005
B.S., Systems Engineering
New York Military Academy 1999 — 2001
High School
Cornwall High School 1997 — 1999
First Command Financial Services December 2014 - Present
First Command Financial Services May 2013 - Present
U.S. Army June 2005 - Present
Sanford C. Bernstein August 2010 - April 2013
Skills
Security Clearance, Leadership, Command, Operational Planning, Military Experience, Military Operations, Team Building, Weapons, Army, DoD, Organizational..., Management, Counterinsurgency, Defense, Risk Assessment, Combat, Series 7, Intelligence Analysis, Operations Management, Training, Homeland Security, Emergency Management, Security Management, Intelligence, Tactics, Analysis, Equity Trading, Global Macro, Financial Services, Business Relationship..., Military, Force Protection, Government Contracting, Reconnaissance, Government, Afghanistan, Interagency Coordination, Risk Management, Finance, Strategic Planning, Investments, Program Management, Leadership Development, Financial Analysis, Securities, Team Leadership, Military Logistics, Military Training
Education
United States Military Academy at West Point 2001 — 2005
B.S., Systems Engineering
New York Military Academy 1999 — 2001
High School
Cornwall High School 1997 — 1999
Karen Bertapelle Karen Bertapelle's First Command Financial Services Experience February 2004 - March 2006
Job Ski Instructor/Swim Team Coach
Industry Sports
Experience
Swim Smart, LLC September 2014 - Present
Southington YMCA May 2010 - Present
Mt Southington December 2008 - Present
Oxford Otters Swim Team March 2013 - March 2014
First Command Educational Foundation March 2006 - April 2007
First Command Financial Services February 2004 - March 2006
First Command Financial Planning August 1998 - March 2006
Skills
Customer Service, Cpr Certified, Fundraising, Training, Coaching, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Leadership Development, Leadership, Marketing, Management, Teaching
Education
University of Colorado Boulder 1988 — 1992
BS, Architecture/Planning
Swim Smart, LLC September 2014 - Present
Southington YMCA May 2010 - Present
Mt Southington December 2008 - Present
Oxford Otters Swim Team March 2013 - March 2014
First Command Educational Foundation March 2006 - April 2007
First Command Financial Services February 2004 - March 2006
First Command Financial Planning August 1998 - March 2006
Skills
Customer Service, Cpr Certified, Fundraising, Training, Coaching, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Leadership Development, Leadership, Marketing, Management, Teaching
Education
University of Colorado Boulder 1988 — 1992
BS, Architecture/Planning
William Brader William Brader's First Command Financial Services Experience September 2015 - Present
Job Financial Advisor
Industry Military
Experience
First Command Financial Services September 2015 - Present
US Army October 2013 - July 2015
US Army March 2011 - October 2013
Skills
Army, Military Operations, Military Experience, Military, Security Clearance, Force Protection, Weapons, Operational Planning, Military Training, Combat, Afghanistan, Leadership
Education
University of Phoenix 2012 — 2013
Master's Degree, Business Administration and Management, General
West Chester University of Pennsylvania 2008 — 2009
Master's Degree, Criminal Justice
West Chester University of Pennsylvania 2004 — 2008
Bachelor's Degree, Criminal Justice
First Command Financial Services September 2015 - Present
US Army October 2013 - July 2015
US Army March 2011 - October 2013
Skills
Army, Military Operations, Military Experience, Military, Security Clearance, Force Protection, Weapons, Operational Planning, Military Training, Combat, Afghanistan, Leadership
Education
University of Phoenix 2012 — 2013
Master's Degree, Business Administration and Management, General
West Chester University of Pennsylvania 2008 — 2009
Master's Degree, Criminal Justice
West Chester University of Pennsylvania 2004 — 2008
Bachelor's Degree, Criminal Justice
Mark F. Nielsen Jr. Mark F. Nielsen Jr.'s First Command Financial Services Experience June 1985 - October 2015
Job Board of Directors at First Command Educational Foundation
Industry Financial Services
Experience
First Command Educational Foundation January 2014 - Present
First Command Financial Services June 1985 - October 2015
First Command Financial Services January 2000 - May 2012
Skills
Mutual Funds, Strategic Financial..., Risk Management, Wealth Management, Certified Financial..., Sales Management, Sales Presentations, Series 63
Education
University of California, Los Angeles
University of Southern California
First Command Educational Foundation January 2014 - Present
First Command Financial Services June 1985 - October 2015
First Command Financial Services January 2000 - May 2012
Skills
Mutual Funds, Strategic Financial..., Risk Management, Wealth Management, Certified Financial..., Sales Management, Sales Presentations, Series 63
Education
University of California, Los Angeles
University of Southern California
Bill Bartels Bill Bartels's First Command Financial Services Experience October 1999 - Present
Job Senior Vice President and Director Advisor Operations West, CFP® & ChFC® at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 1999 - Present
United States Marine Corps May 1980 - September 2000
Skills
Leadership, Strategic Planning, Risk Management, Military, Program Management, Security Clearance, Team Building, Command, Operational Planning, Military Operations
Education
University of Phoenix 1988 — 1989
Master of Arts, Business Management, Human Relations and Organizational Behavior
University of Idaho 1976 — 1980
BS, Business Management
First Command Financial Services October 1999 - Present
United States Marine Corps May 1980 - September 2000
Skills
Leadership, Strategic Planning, Risk Management, Military, Program Management, Security Clearance, Team Building, Command, Operational Planning, Military Operations
Education
University of Phoenix 1988 — 1989
Master of Arts, Business Management, Human Relations and Organizational Behavior
University of Idaho 1976 — 1980
BS, Business Management
Tyler Dumey Tyler Dumey's First Command Financial Services Experience November 2011 - Present
Job SC Chat & Email Specialist at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
First Brokerage America August 2013 - Present
First Command Financial Services November 2011 - Present
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Banking
Education
University of Missouri-Columbia 2004 — 2008
Bachelor's Degree, English
Scottrade March 2014 - Present
First Brokerage America August 2013 - Present
First Command Financial Services November 2011 - Present
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, Banking
Education
University of Missouri-Columbia 2004 — 2008
Bachelor's Degree, English
Kearstin McGinnis's First Command Financial Services Experience October 2004 - January 2006
Job Transition Assistance Program Trainer at GBX Consultants, Inc.
Industry Human Resources
Experience
GBX Consultants, Inc. October 2012 - Present
International Greetings, Inc October 2011 - February 2014
The BROADMOOR Hotel March 2007 - May 2011
The Broadmoor January 2006 - March 2007
First Command Financial Services October 2004 - January 2006
Bath and Body Works May 2000 - October 2004
Skills
Human Resources, Hospitality Recruiting, Employee Benefits, Microsoft Office 2007, Training, Microsoft 2010, Talent Plus, Recruiter, International..., Visa Knowledge, Interviewing, Telephone Interviewing, Resume Writing, Screening Resumes, Employment Law, New Hire Orientations, E-services, Interview Development, Background Checks, Reference Checking, Recruiting, Interviews, Talent Acquisition, Office 2010, Sourcing, Management, Hiring, Career Counseling, Leadership, Onboarding, Screening, Policy, Talent Management, Benefits Administration, Microsoft Office
Education
Columbia College 2011 — 2013
Bachelor of Applied Science (BASc), Human Resouces Management and Business Administration
Troy University 2002 — 2010
Associate of Business, Business Administration
Marysville High School 1995 — 1999
Troy University
Bachelors of Human Resources Management; Associates Degree, Business Administration
GBX Consultants, Inc. October 2012 - Present
International Greetings, Inc October 2011 - February 2014
The BROADMOOR Hotel March 2007 - May 2011
The Broadmoor January 2006 - March 2007
First Command Financial Services October 2004 - January 2006
Bath and Body Works May 2000 - October 2004
Skills
Human Resources, Hospitality Recruiting, Employee Benefits, Microsoft Office 2007, Training, Microsoft 2010, Talent Plus, Recruiter, International..., Visa Knowledge, Interviewing, Telephone Interviewing, Resume Writing, Screening Resumes, Employment Law, New Hire Orientations, E-services, Interview Development, Background Checks, Reference Checking, Recruiting, Interviews, Talent Acquisition, Office 2010, Sourcing, Management, Hiring, Career Counseling, Leadership, Onboarding, Screening, Policy, Talent Management, Benefits Administration, Microsoft Office
Education
Columbia College 2011 — 2013
Bachelor of Applied Science (BASc), Human Resouces Management and Business Administration
Troy University 2002 — 2010
Associate of Business, Business Administration
Marysville High School 1995 — 1999
Troy University
Bachelors of Human Resources Management; Associates Degree, Business Administration
Hannah Thoo Hannah Thoo's First Command Financial Services Experience October 2013 - Present
Job Administrative Assistant at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 2013 - Present
UC Davis September 2012 - March 2013
Yuba College January 2011 - July 2011
Skills
Violin, Econometrics, R, SAS programming, Stata, Data Analysis, Statistics, Research, Time Series Analysis, Multivariate Statistics, GIMP, Economics, PowerPoint, Matlab, R Programming, Microsoft Word, Google Docs
Education
UC Davis 2011 — 2013
Bachelor of Science (B.S.), Applied Statistics
Yuba Community College 2009 — 2011
Associate of Science (A.S.), Mathematics, 3.476
Yuba City High School 2005 — 2009
First Command Financial Services October 2013 - Present
UC Davis September 2012 - March 2013
Yuba College January 2011 - July 2011
Skills
Violin, Econometrics, R, SAS programming, Stata, Data Analysis, Statistics, Research, Time Series Analysis, Multivariate Statistics, GIMP, Economics, PowerPoint, Matlab, R Programming, Microsoft Word, Google Docs
Education
UC Davis 2011 — 2013
Bachelor of Science (B.S.), Applied Statistics
Yuba Community College 2009 — 2011
Associate of Science (A.S.), Mathematics, 3.476
Yuba City High School 2005 — 2009
Cris Ettinger's First Command Financial Services Experience June 2015 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services June 2015 - Present
Sabbatical April 2015 - May 2015
Digital Doc, LLC. May 2012 - March 2015
A-dec Inc. 1999 - 2012
Nike 1992 - 1999
Education
University of Oregon 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
First Command Financial Services June 2015 - Present
Sabbatical April 2015 - May 2015
Digital Doc, LLC. May 2012 - March 2015
A-dec Inc. 1999 - 2012
Nike 1992 - 1999
Education
University of Oregon 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Donna Novak Donna Novak's First Command Financial Services Experience April 2012 - July 2012
Job Ux and UI Specialist, SharePoint Branding
Industry Computer Software
Experience
SAIC September 2013 - Present
Sabre Holdings July 2012 - May 2013
First Command Financial Services April 2012 - July 2012
First Command Financial Services February 2002 - March 2012
Nokia Mobile Phones 1999 - 2001
Alibre 1999 - 1999
Sabre Technology Solutions 1995 - 1999
Skills
SharePoint, User Interface Design, CSS, HTML 5, Web Development, SharePoint Designer, End User Training, Usability, Usability Testing, ASP.NET, Web Design, User Interface, InfoPath, CSS3, Software Development, Project Management, JavaScript, jQuery, E-commerce, Interaction Design, Graphic Design, Adobe Creative Suite, User Experience Design, User-centered Design
Education
University of North Texas 1992 — 1996
BAAS, Computer Science, Art, Behavorial Sciences
SAIC September 2013 - Present
Sabre Holdings July 2012 - May 2013
First Command Financial Services April 2012 - July 2012
First Command Financial Services February 2002 - March 2012
Nokia Mobile Phones 1999 - 2001
Alibre 1999 - 1999
Sabre Technology Solutions 1995 - 1999
Skills
SharePoint, User Interface Design, CSS, HTML 5, Web Development, SharePoint Designer, End User Training, Usability, Usability Testing, ASP.NET, Web Design, User Interface, InfoPath, CSS3, Software Development, Project Management, JavaScript, jQuery, E-commerce, Interaction Design, Graphic Design, Adobe Creative Suite, User Experience Design, User-centered Design
Education
University of North Texas 1992 — 1996
BAAS, Computer Science, Art, Behavorial Sciences
Molly Winkler Molly Winkler's First Command Financial Services Experience June 2015 - Present
Job Intern at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning June 2015 - Present
First Command Financial Services June 2015 - Present
Johnnys New York Pizza August 2014 - June 2015
Education
University of Colorado Boulder 2015 — 2019
University of Colorado Boulder 2015 — 2019
First Command Financial Planning June 2015 - Present
First Command Financial Services June 2015 - Present
Johnnys New York Pizza August 2014 - June 2015
Education
University of Colorado Boulder 2015 — 2019
University of Colorado Boulder 2015 — 2019
Christian Snook Christian Snook's First Command Financial Services Experience December 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services December 2013 - Present
US Army November 2011 - October 2013
US Army March 2010 - November 2011
US Army January 2009 - March 2010
Skills
Management, Team Building, Project Planning, Organizational..., Computer Network..., Military, Problem Solving, Microsoft Office, Adobe Connect, SharePoint, Timely Decision Making, Active DoD Top Secret..., Series 6, Series 63, Series 65, Life & Health Insurance...
Education
United States Military Academy at West Point 2004 — 2008
Bachelor of Science (B.S.), Regional Studies (Latin America) Minor: Sys. Engineering
First Command Financial Services December 2013 - Present
US Army November 2011 - October 2013
US Army March 2010 - November 2011
US Army January 2009 - March 2010
Skills
Management, Team Building, Project Planning, Organizational..., Computer Network..., Military, Problem Solving, Microsoft Office, Adobe Connect, SharePoint, Timely Decision Making, Active DoD Top Secret..., Series 6, Series 63, Series 65, Life & Health Insurance...
Education
United States Military Academy at West Point 2004 — 2008
Bachelor of Science (B.S.), Regional Studies (Latin America) Minor: Sys. Engineering
Fred Joy Fred Joy's First Command Financial Services Experience July 1992 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 1992 - Present
United States Air Force 1973 - 1978
Skills
Have obtained series 6,..., Leadership, Strategic Planning, Military Experience, Military
Education
University of Florida 1968 — 1972
BS Journalism
First Command Financial Services July 1992 - Present
United States Air Force 1973 - 1978
Skills
Have obtained series 6,..., Leadership, Strategic Planning, Military Experience, Military
Education
University of Florida 1968 — 1972
BS Journalism
MH Toth MH Toth's First Command Financial Services Experience September 2003 - April 2006
Job Sales Executive & Booking Agent; Clients Include: Patrice WashingtonFinance & Leslie Stein Facilitation & Motivation
Industry Executive Office
Experience
Patrice Washington, "The Money Maven" January 2015 - Present
Lead Like a Girl & Full Circle Inspiration (Leslie Stein) January 2014 - Present
First Command Financial Services September 2003 - April 2006
US Army May 1997 - December 2002
Skills
Management, Strategic Planning, Leadership, Team Building, Project Management, Microsoft Office, Business Strategy, Budgets, Marketing, Sales, Military Experience, Security Clearance, Government, Leadership Development, Organizational..., Military, Team Leadership, Program Management
Education
United States Military Academy at West Point 1993 — 1997
Columbia High School
Patrice Washington, "The Money Maven" January 2015 - Present
Lead Like a Girl & Full Circle Inspiration (Leslie Stein) January 2014 - Present
First Command Financial Services September 2003 - April 2006
US Army May 1997 - December 2002
Skills
Management, Strategic Planning, Leadership, Team Building, Project Management, Microsoft Office, Business Strategy, Budgets, Marketing, Sales, Military Experience, Security Clearance, Government, Leadership Development, Organizational..., Military, Team Leadership, Program Management
Education
United States Military Academy at West Point 1993 — 1997
Columbia High School
Douglas Worrell Douglas Worrell's First Command Financial Services Experience 2007 - Present
Job Treasurer at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning November 2007 - Present
First Command Financial Services 2007 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Portfolio Management, Mutual Funds, Financial Modeling, Finance, Banking, Asset Allocation, Asset Management, Cash Management
Education
University of North Texas 1977 — 1981
BBA, Accounting
First Command Financial Planning November 2007 - Present
First Command Financial Services 2007 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Portfolio Management, Mutual Funds, Financial Modeling, Finance, Banking, Asset Allocation, Asset Management, Cash Management
Education
University of North Texas 1977 — 1981
BBA, Accounting
Gary C. Allison, PMP Gary C. Allison, PMP's First Command Financial Services Experience May 2009 - December 2012
Job Certified Sr Program/Project Mgr & Consultant, Lean Six Sigma Sensei
Industry Financial Services
Experience
Confidential October 2012 - Present
First Command Financial Services May 2009 - December 2012
City of Arlington TX September 2007 - January 2009
Veolia Transportation 2004 - 2006
Fort Worth Transportation Authority 2002 - 2006
Skills
PMP, Program Management, Problem Solving, Change Management, Continuous Improvement, Process Engineering, Six Sigma, Management Consulting, Process Improvement, Strategic Planning, Project Planning, Budgeting, Team Building, Team Leadership, Customer Relations, Planning, Business Analysis, Risk Management, Microsoft Office, Requirements Analysis, Word, Vendor Management, Business Process..., Documentation, Visio, SharePoint, PowerPoint, Customer Service, Outlook, Operations Management, MS Project, Analysis, Cross-functional Team..., Integration, Mentoring, Negotiation, Testing, Manufacturing, Contract Negotiation, Business Strategy, Security, Telecommunications, Coaching, Budgets, Leadership, Business Intelligence, Management, Business Process, Project Management, Software Documentation
Education
Villanova University 2011 — 2012
Certified Lean Six Sigma Sensei
Leadership Dallas 1991 — 1991
University of Missouri-Saint Louis 1976 — 1983
BSBA, Information Systems, Mathematics, Business Admin, Economics
Workshop
Agile/Scrum
Confidential October 2012 - Present
First Command Financial Services May 2009 - December 2012
City of Arlington TX September 2007 - January 2009
Veolia Transportation 2004 - 2006
Fort Worth Transportation Authority 2002 - 2006
Skills
PMP, Program Management, Problem Solving, Change Management, Continuous Improvement, Process Engineering, Six Sigma, Management Consulting, Process Improvement, Strategic Planning, Project Planning, Budgeting, Team Building, Team Leadership, Customer Relations, Planning, Business Analysis, Risk Management, Microsoft Office, Requirements Analysis, Word, Vendor Management, Business Process..., Documentation, Visio, SharePoint, PowerPoint, Customer Service, Outlook, Operations Management, MS Project, Analysis, Cross-functional Team..., Integration, Mentoring, Negotiation, Testing, Manufacturing, Contract Negotiation, Business Strategy, Security, Telecommunications, Coaching, Budgets, Leadership, Business Intelligence, Management, Business Process, Project Management, Software Documentation
Education
Villanova University 2011 — 2012
Certified Lean Six Sigma Sensei
Leadership Dallas 1991 — 1991
University of Missouri-Saint Louis 1976 — 1983
BSBA, Information Systems, Mathematics, Business Admin, Economics
Workshop
Agile/Scrum
Jason Lavarias's First Command Financial Services Experience August 2003 - July 2013
Job General Manager at iFLY Va Beach INDOOR SKYDIVING
Industry Recreational Facilities and Services
Experience
iFLY Va Beach March 2014 - Present
Lincoln Financial Group October 2013 - March 2014
US Navy December 2009 - November 2013
First Command Financial Services August 2003 - July 2013
US Navy May 1998 - July 2003
Skills
Risk Management, Management, Finance, Marketing, Navy, Banking, Military, Security Clearance, Operational Planning, DoD, Military Operations, Leadership, Program Management, National Security, Military Experience
Education
United States Naval Academy 1994 — 1998
Bachelor of Science, Mechanical Engineering
iFLY Va Beach March 2014 - Present
Lincoln Financial Group October 2013 - March 2014
US Navy December 2009 - November 2013
First Command Financial Services August 2003 - July 2013
US Navy May 1998 - July 2003
Skills
Risk Management, Management, Finance, Marketing, Navy, Banking, Military, Security Clearance, Operational Planning, DoD, Military Operations, Leadership, Program Management, National Security, Military Experience
Education
United States Naval Academy 1994 — 1998
Bachelor of Science, Mechanical Engineering
Jose Rafi Rodriguez, Colonel (Retired), USAF's First Command Financial Services Experience April 2004 - December 2006
Job Retirement Income Certified Professional®
Industry Financial Services
Experience
Rodriguez Financial Strategies ,LLC April 2009 - Present
Center for Hispanic Leadership--Ohio November 2012 - Present
AUM Board of Directors 2013 - 2014
Ohio Hispanic Chambers of Commerce 2011 - 2012
Smith Barney December 2006 - February 2009
First Command Financial Services April 2004 - December 2006
United States Air Force May 1978 - April 2004
Skills
Retirement Planning, Financial Planning, Portfolio Management, Educational Seminars, 401k, Securities, Investments, Wealth Management, IRA's, Investment Advisory, Asset Management, Long Term Care, Annuities, Asset Allocation, Mutual Funds, Insurance Planning, Profit Sharing, Wealth, Wealth Accumulation, Disability Insurance, Roth IRA, Investment Strategies, Financial Advice, Equities, Defined Benefit, Retirement Income..., Insurance, Fixed Income, Employee Benefits, Deferred Compensation, Series 7, Rollovers, SEP, IRA Rollovers, Income Protection, Asset Protection, Bonds, 529 Plans, Long-term Care, Savings, Financial Services, Fixed Annuities, Strategic Financial..., IRAs, Financial Advisory, Retirement, Asset Managment, Small Business, Cultural Diversity, Life Insurance
Education
University of West Florida 1984 — 1987
MS, Systems Analysis
U.S. Air Force Institute of Technology 1982 — 1984
B.S., Aeronautical Engineering
University of Puerto Rico 1973 — 1978
B.S., Chemistry
Academia Santa Monica 1970 — 1973
H.S., General
Rodriguez Financial Strategies ,LLC April 2009 - Present
Center for Hispanic Leadership--Ohio November 2012 - Present
AUM Board of Directors 2013 - 2014
Ohio Hispanic Chambers of Commerce 2011 - 2012
Smith Barney December 2006 - February 2009
First Command Financial Services April 2004 - December 2006
United States Air Force May 1978 - April 2004
Skills
Retirement Planning, Financial Planning, Portfolio Management, Educational Seminars, 401k, Securities, Investments, Wealth Management, IRA's, Investment Advisory, Asset Management, Long Term Care, Annuities, Asset Allocation, Mutual Funds, Insurance Planning, Profit Sharing, Wealth, Wealth Accumulation, Disability Insurance, Roth IRA, Investment Strategies, Financial Advice, Equities, Defined Benefit, Retirement Income..., Insurance, Fixed Income, Employee Benefits, Deferred Compensation, Series 7, Rollovers, SEP, IRA Rollovers, Income Protection, Asset Protection, Bonds, 529 Plans, Long-term Care, Savings, Financial Services, Fixed Annuities, Strategic Financial..., IRAs, Financial Advisory, Retirement, Asset Managment, Small Business, Cultural Diversity, Life Insurance
Education
University of West Florida 1984 — 1987
MS, Systems Analysis
U.S. Air Force Institute of Technology 1982 — 1984
B.S., Aeronautical Engineering
University of Puerto Rico 1973 — 1978
B.S., Chemistry
Academia Santa Monica 1970 — 1973
H.S., General
Ashley (Dopman) Colavito Ashley (Dopman) Colavito's First Command Financial Services Experience 2008 - 2009
Job Premium Auditor at Travelers
Industry Insurance
Experience
Travelers October 2013 - Present
BB&T Insurance Services Inc. 2010 - 2013
State Farm 2009 - 2010
First Command Financial Services 2008 - 2009
Skills
Insurance, Legal Liability, Property, Customer Service, Microsoft Office, Umbrella Insurance
Education
University of Florida 2004 — 2008
JJ Pearce High School
Travelers October 2013 - Present
BB&T Insurance Services Inc. 2010 - 2013
State Farm 2009 - 2010
First Command Financial Services 2008 - 2009
Skills
Insurance, Legal Liability, Property, Customer Service, Microsoft Office, Umbrella Insurance
Education
University of Florida 2004 — 2008
JJ Pearce High School
Elimaris Gonzalez Elimaris Gonzalez's First Command Financial Services Experience June 2004 - September 2004
Job Service Delivery Manager, Global Maintenance Renewals at FrontRange Solutions
Industry Computer Software
Experience
FrontRange Solutions June 2011 - Present
FrontRange Solutions December 2008 - May 2011
FrontRange Solutions May 2006 - December 2008
First Command Financial Services June 2004 - September 2004
US Army February 2001 - February 2004
Attalus Inc., USA May 1998 - December 1999
Youth Service Project, Inc. May 1996 - May 1998
Skills
Customer Service, Training, Customer Satisfaction, Leadership, Process Improvement, Management, Call Centers, CRM, Recruiting, Team Leadership, Lead Generation, Microsoft Office, Sales Operations, Account Management, Program Management, Business Analysis, Sales, Product Management, Software Documentation, Marketing, Coaching, Analysis, Networking, SaaS, Salesforce.com, Time Management, Enterprise Software, Customer Retention, Business Process, Professional Services, Vendor Management, Cloud Computing, Solution Selling, Service Delivery, ERP, IT Service Management, Strategy, ITIL
Education
University of Dayton 1992 — 1996
BA, Communications, Marketing
FrontRange Solutions June 2011 - Present
FrontRange Solutions December 2008 - May 2011
FrontRange Solutions May 2006 - December 2008
First Command Financial Services June 2004 - September 2004
US Army February 2001 - February 2004
Attalus Inc., USA May 1998 - December 1999
Youth Service Project, Inc. May 1996 - May 1998
Skills
Customer Service, Training, Customer Satisfaction, Leadership, Process Improvement, Management, Call Centers, CRM, Recruiting, Team Leadership, Lead Generation, Microsoft Office, Sales Operations, Account Management, Program Management, Business Analysis, Sales, Product Management, Software Documentation, Marketing, Coaching, Analysis, Networking, SaaS, Salesforce.com, Time Management, Enterprise Software, Customer Retention, Business Process, Professional Services, Vendor Management, Cloud Computing, Solution Selling, Service Delivery, ERP, IT Service Management, Strategy, ITIL
Education
University of Dayton 1992 — 1996
BA, Communications, Marketing
Armond Croom's First Command Financial Services Experience October 2004 - May 2012
Job Financial Advisor at BDT & Associates
Industry Financial Services
Experience
BDT & Associates May 2012 - Present
First Command Financial Planning October 2004 - May 2012
First Command Financial Services October 2004 - May 2012
U.S.Navy September 2002 - October 2004
Skills
Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Retirement, Finance, Wealth Management, Leadership, Mutual Funds, Securities, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Strategic Planning, Small Business, Asset Managment, Business Development
Education
Supply Corp School 2001 — 2002
Supply Corp
Nuclear Power School 2000 — 2001
Nuclear Engineering
Tulane University - A.B. Freeman School of Business 1998 — 2000
BSM, Finance
Francis Howell North High School 1994 — 1996
None, 11th to 12th Grade
Cabot High School 1992 — 1994
None, 9th through 10th Grade
BDT & Associates May 2012 - Present
First Command Financial Planning October 2004 - May 2012
First Command Financial Services October 2004 - May 2012
U.S.Navy September 2002 - October 2004
Skills
Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Retirement, Finance, Wealth Management, Leadership, Mutual Funds, Securities, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Strategic Planning, Small Business, Asset Managment, Business Development
Education
Supply Corp School 2001 — 2002
Supply Corp
Nuclear Power School 2000 — 2001
Nuclear Engineering
Tulane University - A.B. Freeman School of Business 1998 — 2000
BSM, Finance
Francis Howell North High School 1994 — 1996
None, 11th to 12th Grade
Cabot High School 1992 — 1994
None, 9th through 10th Grade
Samantha Hilliard Samantha Hilliard's First Command Financial Services Experience June 2006 - Present
Job Financial Advisor and Principal at First Command Financial Services/ Financial Services Firm
Industry Financial Services
Experience
First Command Financial Services June 2006 - Present
First Command Financial Services March 1996 - June 2006
Automobile Shopping Center 1992 - 1996
Education
University of Illinois Springfield 1987 — 1989
Bachelor of Science (B.S.), Business Administration and Management, Accounting
First Command Financial Services June 2006 - Present
First Command Financial Services March 1996 - June 2006
Automobile Shopping Center 1992 - 1996
Education
University of Illinois Springfield 1987 — 1989
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Derek Czarny's First Command Financial Services Experience December 2012 - June 2015
Job Senior Database Administrator at EMSI
Industry Hospital & Health Care
Experience
EMSI June 2015 - Present
First Command Financial Services December 2012 - June 2015
Cash America December 2011 - December 2012
Cash America March 2011 - December 2011
Cook Children's Health Care System March 2010 - March 2011
Shore Health System July 2003 - March 2010
Pembrooke Occupational Health January 2002 - July 2003
Atlanta Regional Commission November 1998 - January 2003
Skills
SQL Server 2000-2008, javascript, windows server, SQL Server, Windows, IIS, Databases, Servers, System Administration, .NET, SQL, HTML, XML, SSRS, ITIL, Microsoft Office, SSIS, powershell, MCDBA, Microsoft SQL Server, JavaScript, Software Development, Powershell, Windows Server, T-SQL, Data Warehousing, Crystal Reports, Integration, ASP.NET, Data Modeling, ETL, Enterprise Software, Stored Procedures, Disaster Recovery, SharePoint, Business Analysis, Visio, Systems Analysis, Access, VB.NET, Analysis Services, Database Design, Database Administration, Business Intelligence, Project Management, SDLC, Software Documentation, Technical Support, Data Migration, SQL Tuning
Education
University of Florida 1993 — 1997
Liberal Arts, Geography
EMSI June 2015 - Present
First Command Financial Services December 2012 - June 2015
Cash America December 2011 - December 2012
Cash America March 2011 - December 2011
Cook Children's Health Care System March 2010 - March 2011
Shore Health System July 2003 - March 2010
Pembrooke Occupational Health January 2002 - July 2003
Atlanta Regional Commission November 1998 - January 2003
Skills
SQL Server 2000-2008, javascript, windows server, SQL Server, Windows, IIS, Databases, Servers, System Administration, .NET, SQL, HTML, XML, SSRS, ITIL, Microsoft Office, SSIS, powershell, MCDBA, Microsoft SQL Server, JavaScript, Software Development, Powershell, Windows Server, T-SQL, Data Warehousing, Crystal Reports, Integration, ASP.NET, Data Modeling, ETL, Enterprise Software, Stored Procedures, Disaster Recovery, SharePoint, Business Analysis, Visio, Systems Analysis, Access, VB.NET, Analysis Services, Database Design, Database Administration, Business Intelligence, Project Management, SDLC, Software Documentation, Technical Support, Data Migration, SQL Tuning
Education
University of Florida 1993 — 1997
Liberal Arts, Geography
Sara Say Sara Say's First Command Financial Services Experience July 2012 - Present
Job Sr Analyst, Sales Analytics
Industry Financial Services
Experience
First Command Financial Services July 2012 - Present
First Command Financial Planning April 2005 - July 2012
Education
University of Phoenix 2008 — 2009
First Command Financial Services July 2012 - Present
First Command Financial Planning April 2005 - July 2012
Education
University of Phoenix 2008 — 2009
Bob Sutter Bob Sutter's First Command Financial Services Experience March 2006 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2006 - Present
Sprint Nextel January 1998 - March 2006
Texas Instruments 1996 - 1998
US Army May 1989 - October 1996
Skills
Team Building, Sales, Cross-functional Team..., Program Management, Strategic Planning, Sales Management, Process Improvement
Education
United States Military Academy at West Point 1985 — 1989
BS, Engineering
USMA '89
First Command Financial Services March 2006 - Present
Sprint Nextel January 1998 - March 2006
Texas Instruments 1996 - 1998
US Army May 1989 - October 1996
Skills
Team Building, Sales, Cross-functional Team..., Program Management, Strategic Planning, Sales Management, Process Improvement
Education
United States Military Academy at West Point 1985 — 1989
BS, Engineering
USMA '89
Todd Farrington's First Command Financial Services Experience May 2011 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services May 2011 - Present
Gayle Manufacutring Company February 2005 - November 2010
Steel Fabricators LLC November 2000 - February 2005
US Fabrication and Erection March 2000 - November 2000
Schuff Steel March 1997 - March 2000
US Army June 1991 - March 1997
Skills
Financial Planning, Finance, Risk Management, Budgets, Variable Annuities, Fixed Annuities, Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Property & Casualty..., Military, Federal Government, IRAs, SEP IRA, Roth IRA, Traditional IRA, 401k Rollovers, Buy-sell Agreements, Simple IRA, 401k, Mutual Funds, Presentations, Employee Benefits, Leadership, Coaching, Recruiting, Debt Consolidation, Commercial Lending, College Savings Plans, Group Insurance, Construction, Project Management, Project Planning, Strategic Planning, Cross-functional Team..., Program Management, Business Strategy, Process Improvement, Strategic Financial..., Financial Analysis
Education
Thunderbird School of Global Management 1998 — 2000
EMIM, International Business
United States Military Academy at West Point 1987 — 1991
BS, Mechanical Engineering
First Command Financial Services May 2011 - Present
Gayle Manufacutring Company February 2005 - November 2010
Steel Fabricators LLC November 2000 - February 2005
US Fabrication and Erection March 2000 - November 2000
Schuff Steel March 1997 - March 2000
US Army June 1991 - March 1997
Skills
Financial Planning, Finance, Risk Management, Budgets, Variable Annuities, Fixed Annuities, Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Property & Casualty..., Military, Federal Government, IRAs, SEP IRA, Roth IRA, Traditional IRA, 401k Rollovers, Buy-sell Agreements, Simple IRA, 401k, Mutual Funds, Presentations, Employee Benefits, Leadership, Coaching, Recruiting, Debt Consolidation, Commercial Lending, College Savings Plans, Group Insurance, Construction, Project Management, Project Planning, Strategic Planning, Cross-functional Team..., Program Management, Business Strategy, Process Improvement, Strategic Financial..., Financial Analysis
Education
Thunderbird School of Global Management 1998 — 2000
EMIM, International Business
United States Military Academy at West Point 1987 — 1991
BS, Mechanical Engineering
Logan Dickinson's First Command Financial Services Experience July 1998 - Present
Job CSG Companies, President
Industry Insurance
Experience
CSG Companies September 1988 - Present
First Command Financial Services July 1998 - Present
Skills
Employee Benefit..., Self-Funded Group..., Benefit Plan Analytics, Employee Benefits, Management, Investments, Leadership, Strategy, Retirement Planning, 401k, Self-funded, Employee Relations, Strategic Financial..., Life Insurance, Performance Management, Retirement, Mutual Funds, Accounting, Financial Analysis, Insurance, Risk Management, Financial Planning, Team Building, Mergers & Acquisitions, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1976 — 1977
Masters of Business Administration, Finance & Accounting
The University of Texas at Austin - The Red McCombs School of Business 1972 — 1975
Bachelor of Business Administration, Finance
CSG Companies September 1988 - Present
First Command Financial Services July 1998 - Present
Skills
Employee Benefit..., Self-Funded Group..., Benefit Plan Analytics, Employee Benefits, Management, Investments, Leadership, Strategy, Retirement Planning, 401k, Self-funded, Employee Relations, Strategic Financial..., Life Insurance, Performance Management, Retirement, Mutual Funds, Accounting, Financial Analysis, Insurance, Risk Management, Financial Planning, Team Building, Mergers & Acquisitions, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1976 — 1977
Masters of Business Administration, Finance & Accounting
The University of Texas at Austin - The Red McCombs School of Business 1972 — 1975
Bachelor of Business Administration, Finance
Sarah Yergensen's First Command Financial Services Experience 1996 - 2005
Job Sr. Business Analyst, Enterprise Infrastructure Services
Industry Information Technology and Services
Experience
American Airlines December 2008 - Present
Business Writing, Inc. July 2008 - July 2009
First Command Financial Services 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, IT Strategy, Visio, Integration, SharePoint, Unix, Data Warehousing, Vendor Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies, SOA, Business Intelligence, PMO, Software Project...
Education
University of North Texas 2015 — 2017
American Airlines December 2008 - Present
Business Writing, Inc. July 2008 - July 2009
First Command Financial Services 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, IT Strategy, Visio, Integration, SharePoint, Unix, Data Warehousing, Vendor Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies, SOA, Business Intelligence, PMO, Software Project...
Education
University of North Texas 2015 — 2017
Dan Thorsfeldt's First Command Financial Services Experience February 2002 - January 2006
Job Territory Manager at Coloplast
Industry Medical Devices
Experience
Coloplast March 2012 - Present
CareFusion January 2006 - March 2012
CareFusion January 2006 - March 2012
First Command Financial Services February 2002 - January 2006
Skills
Clinical expertise in..., Disposables, Capital Equipment, Medical Devices, Surgeons, Operating Room, Cross-functional Team..., Territory Management, ENT, Cath Lab, Cardiology, Surgical Instruments, OB/GYN, Hospitals, Sales Operations, Urology
Education
University of Nebraska-Lincoln 1995 — 1997
MBA, Strategic Management
United States Naval Academy 1987 — 1991
Bachelor of Science, Economics
Coloplast March 2012 - Present
CareFusion January 2006 - March 2012
CareFusion January 2006 - March 2012
First Command Financial Services February 2002 - January 2006
Skills
Clinical expertise in..., Disposables, Capital Equipment, Medical Devices, Surgeons, Operating Room, Cross-functional Team..., Territory Management, ENT, Cath Lab, Cardiology, Surgical Instruments, OB/GYN, Hospitals, Sales Operations, Urology
Education
University of Nebraska-Lincoln 1995 — 1997
MBA, Strategic Management
United States Naval Academy 1987 — 1991
Bachelor of Science, Economics
Glen Becker's First Command Financial Services Experience September 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services September 2014 - Present
Infinera December 2012 - October 2013
Net-Stand LLC June 2003 - September 2013
Newcastle Communications March 2008 - December 2012
Glenick LLC November 2006 - June 2012
Annapolis Scuba August 2005 - February 2008
Corvis Corporation May 2000 - November 2004
Broadwing Communications 2000 - 2004
BBN Technologies October 1996 - September 1999
US Navy December 1988 - December 1993
Skills
Network Security, Telecommunications, VoIP, Unix, JavaScript, Virtualization, Perl, Windows, Team Leadership, VMware, VMware ESX, Cisco Technologies, Cloud Computing, Data Center, Wireless, Ethernet, Network Design, Windows Server, DWDM, Managed Services, Routing, Security, IP, IT Management, Networking, Integration, Switches, Servers, DNS
Education
University of Cincinnati 1993 — 1997
First Command Financial Services September 2014 - Present
Infinera December 2012 - October 2013
Net-Stand LLC June 2003 - September 2013
Newcastle Communications March 2008 - December 2012
Glenick LLC November 2006 - June 2012
Annapolis Scuba August 2005 - February 2008
Corvis Corporation May 2000 - November 2004
Broadwing Communications 2000 - 2004
BBN Technologies October 1996 - September 1999
US Navy December 1988 - December 1993
Skills
Network Security, Telecommunications, VoIP, Unix, JavaScript, Virtualization, Perl, Windows, Team Leadership, VMware, VMware ESX, Cisco Technologies, Cloud Computing, Data Center, Wireless, Ethernet, Network Design, Windows Server, DWDM, Managed Services, Routing, Security, IP, IT Management, Networking, Integration, Switches, Servers, DNS
Education
University of Cincinnati 1993 — 1997
Chris Burchall's First Command Financial Services Experience April 2007 - September 2012
Job Seeking to obtain a customer service, sales oriented position with a world class technologybased organization.
Industry Telecommunications
Experience
First Command Financial Services April 2007 - September 2012
Avaya July 2000 - March 2007
Avaya January 1998 - June 2000
Burroughs Wellcome Co. September 1985 - June 1995
Skills
Strategic Planning, Business Planning, Financial Services, Insurance, Strategic Financial...
Education
University of Denver
Master of Business Administration (M.B.A.), Business
The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Biology
First Command Financial Services April 2007 - September 2012
Avaya July 2000 - March 2007
Avaya January 1998 - June 2000
Burroughs Wellcome Co. September 1985 - June 1995
Skills
Strategic Planning, Business Planning, Financial Services, Insurance, Strategic Financial...
Education
University of Denver
Master of Business Administration (M.B.A.), Business
The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Biology
Steve Cyr's First Command Financial Services Experience April 1990 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services April 1990 - Present
US Army May 1982 - April 1990
Education
United States Military Academy at West Point 1978 — 1982
First Command Financial Services April 1990 - Present
US Army May 1982 - April 1990
Education
United States Military Academy at West Point 1978 — 1982
William Eldridge's First Command Financial Services Experience August 2014 - Present
Job Registered Representative / Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services August 2014 - Present
KIHOMAC August 2013 - August 2014
Brigade Modernization Command (BMC) March 2012 - July 2013
JFCC SPACE March 2009 - February 2012
U.S. Army Space and Missile Defense Command August 2007 - December 2008
U.S. Army Collective Training Directorate June 2006 - August 2007
3rd ACR February 2004 - May 2006
U.S. Army 3d Armored Cavalry Regiment February 2004 - June 2004
U.S. Army 3d Armored Cavalry Regiment August 2002 - February 2004
U.S. Army 2nd Infantry Division January 2002 - July 2002
Skills
Military, Defense, Security Clearance, Space Systems, DoD, Organizational..., Logistics, Operational Planning, Command, Program Management, National Security, Intelligence Analysis, Government, Command & Control, Aerospace, Top Secret, Army, Counterterrorism, Combat, Military Operations, Exercises, Training, Intelligence, Readiness, Security Operations, Leadership, Military Experience, Air Force, Government Contracting, Special Operations, Weapons, Tactics, Counterinsurgency, Reconnaissance
Education
Webster University 2006 — 2008
Masters, Management, 4.0 GPA
The University of Connecticut 1994 — 1997
BA, Political Science / Pre-Law
First Command Financial Services August 2014 - Present
KIHOMAC August 2013 - August 2014
Brigade Modernization Command (BMC) March 2012 - July 2013
JFCC SPACE March 2009 - February 2012
U.S. Army Space and Missile Defense Command August 2007 - December 2008
U.S. Army Collective Training Directorate June 2006 - August 2007
3rd ACR February 2004 - May 2006
U.S. Army 3d Armored Cavalry Regiment February 2004 - June 2004
U.S. Army 3d Armored Cavalry Regiment August 2002 - February 2004
U.S. Army 2nd Infantry Division January 2002 - July 2002
Skills
Military, Defense, Security Clearance, Space Systems, DoD, Organizational..., Logistics, Operational Planning, Command, Program Management, National Security, Intelligence Analysis, Government, Command & Control, Aerospace, Top Secret, Army, Counterterrorism, Combat, Military Operations, Exercises, Training, Intelligence, Readiness, Security Operations, Leadership, Military Experience, Air Force, Government Contracting, Special Operations, Weapons, Tactics, Counterinsurgency, Reconnaissance
Education
Webster University 2006 — 2008
Masters, Management, 4.0 GPA
The University of Connecticut 1994 — 1997
BA, Political Science / Pre-Law
Ashley Durbin, MBA, CFP®, CHFC®'s First Command Financial Services Experience September 2012 - Present
Job at First Command
Industry Financial Services
Experience
First Command Financial Services September 2012 - Present
Stifel Financial Corp. July 2010 - September 2012
First Command Financial Services March 2008 - July 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Series 7, Investment Advisory, Series 63, Mutual Funds, Finance, Investments, Financial Advisory, Retirement, Financial Services, Investment Strategies, Portfolio Management, Life Insurance, Insurance, Fixed Annuities, Series 65
Education
University of Missouri - St. Louis 2010 — 2012
MBA, Finance
University of Missouri-Saint Louis 2005 — 2009
Bachelors, Finance
First Command Financial Services September 2012 - Present
Stifel Financial Corp. July 2010 - September 2012
First Command Financial Services March 2008 - July 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Series 7, Investment Advisory, Series 63, Mutual Funds, Finance, Investments, Financial Advisory, Retirement, Financial Services, Investment Strategies, Portfolio Management, Life Insurance, Insurance, Fixed Annuities, Series 65
Education
University of Missouri - St. Louis 2010 — 2012
MBA, Finance
University of Missouri-Saint Louis 2005 — 2009
Bachelors, Finance
Robert H Kerr's First Command Financial Services Experience July 1998 - Present
Job District Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 1998 - Present
First Command Financial Services March 1999 - December 2004
Lear Siegler Services, Inc. February 1998 - December 2000
Skills
Financial Planning, Strategic Planning, Financial Services, Team Building, Leadership, Retirement Planning, Investments, Program Management, Risk Management, Military
Education
University of Southern California 1974 — 1976
MBA, System Management
University of Illinois at Urbana-Champaign 1967 — 1969
MS, Chemistry
Virginia Military Institute 1963 — 1967
BS, Chemistry
First Command Financial Services July 1998 - Present
First Command Financial Services March 1999 - December 2004
Lear Siegler Services, Inc. February 1998 - December 2000
Skills
Financial Planning, Strategic Planning, Financial Services, Team Building, Leadership, Retirement Planning, Investments, Program Management, Risk Management, Military
Education
University of Southern California 1974 — 1976
MBA, System Management
University of Illinois at Urbana-Champaign 1967 — 1969
MS, Chemistry
Virginia Military Institute 1963 — 1967
BS, Chemistry
Michael L Rogers's First Command Financial Services Experience August 1999 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services August 1999 - Present
United States Air Force September 1972 - July 1999
Skills
Comprehesive Financial..., Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Series 63, Financial Advisory, Fixed Annuities, Estate Planning, Wealth Accumulation, IRAs, Series 65, Financial Planning, Security Clearance, Program Management, Military
Education
University of Arkansas at Little Rock 1983 — 1985
Master of Business Administration (MBA)
University of Oklahoma 1972 — 1976
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
First Command Financial Services August 1999 - Present
United States Air Force September 1972 - July 1999
Skills
Comprehesive Financial..., Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Series 63, Financial Advisory, Fixed Annuities, Estate Planning, Wealth Accumulation, IRAs, Series 65, Financial Planning, Security Clearance, Program Management, Military
Education
University of Arkansas at Little Rock 1983 — 1985
Master of Business Administration (MBA)
University of Oklahoma 1972 — 1976
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Michael J Gazzerro, CFP®, ChFC®'s First Command Financial Services Experience January 2001 - Present
Job Financial Advisor at First Command Financial Services, Inc.
Industry Financial Services
Experience
First Command Financial Services January 2001 - Present
US Army 1981 - 2001
Skills
Comprehensive Financial..., Investments, Insurance, Banking, Retirement Planning, Education Planning, Long Term Care Planning, Estate Planning, Wealth Management, Asset Allocation, Fee Based Financial..., Military Benefits, Federal Employee..., STRS, OPERS
Education
University of Notre Dame
University of Illinois at Urbana-Champaign
First Command Financial Services January 2001 - Present
US Army 1981 - 2001
Skills
Comprehensive Financial..., Investments, Insurance, Banking, Retirement Planning, Education Planning, Long Term Care Planning, Estate Planning, Wealth Management, Asset Allocation, Fee Based Financial..., Military Benefits, Federal Employee..., STRS, OPERS
Education
University of Notre Dame
University of Illinois at Urbana-Champaign
Henry C Evans's First Command Financial Services Experience 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Services 1993 - Present
US Army October 1977 - September 1992
Skills
Finance, Retirement Planning, Financial Services, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Investments, Mutual Funds, Series 63, Asset Allocation, Risk Management
Education
University of Phoenix 1988 — 1990
Master Degree, Business Management
Virginia Tech 1973 — 1977
Bachelor of Arts, History
First Command Financial Services 1993 - Present
US Army October 1977 - September 1992
Skills
Finance, Retirement Planning, Financial Services, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Investments, Mutual Funds, Series 63, Asset Allocation, Risk Management
Education
University of Phoenix 1988 — 1990
Master Degree, Business Management
Virginia Tech 1973 — 1977
Bachelor of Arts, History
Scott A. Hallock's First Command Financial Services Experience October 2013 - Present
Job VP Sales Force Development at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 2013 - Present
First Command Financial Planning June 1996 - October 2013
First Command Financial Services April 1987 - May 1996
U.S. Army August 1980 - September 1986
Skills
Commercial Pilot, Realtionship/Sales..., Retirement Planning, Strategic Financial..., General Insurance, Mutual Funds, Situational Leadership, Leadership Development, Wealth Management, Leadership, Commercial Aviation, Team Building, Investments, Series 6, Coaching, Recruiting, Financial Services, 401k, Financial Planners, Disability Insurance, Asset Management, Risk Management, Estate Planning, Financial Advisory, Fixed Annuities, Asset Allocation, Retirement, Training, Life Insurance, Long-term Care, Military, Operations Management, Insurance, Portfolio Management, Securities, Series 63, Investment Advisory, Team Leadership, Banking, Certified Financial..., Employee Benefits, FINRA, Finance, Financial Analysis, Financial Goals, Financial Planning, Investment Management, Investment Strategies, Series 65
Education
University of Missouri-Kansas City 1968 — 1979
BA, Geography
First Command Financial Services October 2013 - Present
First Command Financial Planning June 1996 - October 2013
First Command Financial Services April 1987 - May 1996
U.S. Army August 1980 - September 1986
Skills
Commercial Pilot, Realtionship/Sales..., Retirement Planning, Strategic Financial..., General Insurance, Mutual Funds, Situational Leadership, Leadership Development, Wealth Management, Leadership, Commercial Aviation, Team Building, Investments, Series 6, Coaching, Recruiting, Financial Services, 401k, Financial Planners, Disability Insurance, Asset Management, Risk Management, Estate Planning, Financial Advisory, Fixed Annuities, Asset Allocation, Retirement, Training, Life Insurance, Long-term Care, Military, Operations Management, Insurance, Portfolio Management, Securities, Series 63, Investment Advisory, Team Leadership, Banking, Certified Financial..., Employee Benefits, FINRA, Finance, Financial Analysis, Financial Goals, Financial Planning, Investment Management, Investment Strategies, Series 65
Education
University of Missouri-Kansas City 1968 — 1979
BA, Geography
Edward Daffron, CFP (c)'s First Command Financial Services Experience July 2014 - Present
Job Vice President of Development and Training, West Division at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services July 2014 - Present
First Command Financial Services January 2007 - June 2014
First Command Financial Services February 2004 - December 2006
GKN Sinter Metals October 1999 - February 2003
US Army November 1995 - August 1999
Education
Tulane University 1991 — 1995
BA, Chemistry
First Command Financial Services July 2014 - Present
First Command Financial Services January 2007 - June 2014
First Command Financial Services February 2004 - December 2006
GKN Sinter Metals October 1999 - February 2003
US Army November 1995 - August 1999
Education
Tulane University 1991 — 1995
BA, Chemistry
William Nolan's First Command Financial Services Experience February 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services February 2013 - Present
U.S. Navy May 1985 - September 2012
Naval War College 2008 - June 2012
Navy Personnel Command 2005 - 2007
US Navy March 2004 - June 2005
Skills
Personal Financial..., Investment Strategies, Retirement Planning, Risk Management, Long Term Care Insurance, Disability Insurance, Life Insurance, Education Funding, Security Clearance, Navy, Program Management, Force Protection, National Security, DoD, Strategy, Military Operations, Government, Logistics, Policy, Defense, Organizational..., Command, Military Experience, Intelligence Analysis, Military, Operational Planning, Cross-functional Team..., Intelligence, Homeland Security, Foreign Policy, Aviation, Leadership, Top Secret, Weapons, Government Contracting, Strategic Planning
Education
United States Naval Academy 1981 — 1985
BS, Mathematics
Naval War College 1998 — 1999
MA, National Security and Strategic Studies
First Command Financial Services February 2013 - Present
U.S. Navy May 1985 - September 2012
Naval War College 2008 - June 2012
Navy Personnel Command 2005 - 2007
US Navy March 2004 - June 2005
Skills
Personal Financial..., Investment Strategies, Retirement Planning, Risk Management, Long Term Care Insurance, Disability Insurance, Life Insurance, Education Funding, Security Clearance, Navy, Program Management, Force Protection, National Security, DoD, Strategy, Military Operations, Government, Logistics, Policy, Defense, Organizational..., Command, Military Experience, Intelligence Analysis, Military, Operational Planning, Cross-functional Team..., Intelligence, Homeland Security, Foreign Policy, Aviation, Leadership, Top Secret, Weapons, Government Contracting, Strategic Planning
Education
United States Naval Academy 1981 — 1985
BS, Mathematics
Naval War College 1998 — 1999
MA, National Security and Strategic Studies
Jennifer Caffery, CFP®, CDFA's First Command Financial Services Experience January 2010 - March 2010
Job AVPFinancial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
LPL Financial January 2013 - June 2013
USAA March 2010 - May 2012
First Command Financial Services January 2010 - March 2010
GEC Marketing, Inc. January 1990 - December 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Retirement, Asset Allocation, Estate Planning, Insurance, Asset Management, Certified Divorce..., College Savings Plans, Collaboration, Retirement Savings, Financial Goals, Women Owned Business, NAWBO Member
Education
University of Portland 2007 — 2008
Certificate, Executive Certificate of Financial Planning
University of Houston
BBA, Marketing
LPL Financial January 2013 - June 2013
USAA March 2010 - May 2012
First Command Financial Services January 2010 - March 2010
GEC Marketing, Inc. January 1990 - December 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Retirement, Asset Allocation, Estate Planning, Insurance, Asset Management, Certified Divorce..., College Savings Plans, Collaboration, Retirement Savings, Financial Goals, Women Owned Business, NAWBO Member
Education
University of Portland 2007 — 2008
Certificate, Executive Certificate of Financial Planning
University of Houston
BBA, Marketing
Terra Giles's First Command Financial Services Experience 1987 - 1990
Job Seeking New Opportunity
Industry Financial Services
Experience
American Airlines April 2013 - July 2013
Alcon Laboratories, Inc. 1992 - 2012
Alcon Laboratories, Inc. 1990 - 1992
First Command Financial Services 1987 - 1990
Skills
Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Onboarding, PeopleSoft, Employee Benefits, HR Policies, Employee Engagement, Human Resources, Customer Service, Service Awards, Defined Contribution, New Hire Orientations, CRM, Management, Analysis, Succession Planning, Program Management, Performance Management, Workforce Planning
Education
University of North Texas 2012 — 2013
Bachelor of Applied Arts and Sciences, Applied Arts and Sciences
Lindblom
American Airlines April 2013 - July 2013
Alcon Laboratories, Inc. 1992 - 2012
Alcon Laboratories, Inc. 1990 - 1992
First Command Financial Services 1987 - 1990
Skills
Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Onboarding, PeopleSoft, Employee Benefits, HR Policies, Employee Engagement, Human Resources, Customer Service, Service Awards, Defined Contribution, New Hire Orientations, CRM, Management, Analysis, Succession Planning, Program Management, Performance Management, Workforce Planning
Education
University of North Texas 2012 — 2013
Bachelor of Applied Arts and Sciences, Applied Arts and Sciences
Lindblom
Art Porcelli's First Command Financial Services Experience January 2004 - Present
Job Owner, First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services January 2004 - Present
USN July 1974 - January 2004
Education
US Naval Academy 1974 — 1978
BS, International Security Affairs
First Command Financial Services January 2004 - Present
USN July 1974 - January 2004
Education
US Naval Academy 1974 — 1978
BS, International Security Affairs
Noell Arrington's First Command Financial Services Experience October 2012 - September 2013
Job Project Assistant at Coastal Equipment Company, a division of Golden Corral
Industry Restaurants
Experience
Coastal Equipment Company, a division of Golden Corral Restaurants October 2013 - Present
First Command Financial Services October 2012 - September 2013
First Command Financial Planning September 2010 - September 2012
First Command Financial Planning February 1998 - November 2001
Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Strategic Planning, Customer Service, Nonprofits, Microsoft Excel, Event Planning, Training
Education
University of North Carolina at Wilmington 2007 — 2009
Bachelor's, Elementary Education
Coastal Equipment Company, a division of Golden Corral Restaurants October 2013 - Present
First Command Financial Services October 2012 - September 2013
First Command Financial Planning September 2010 - September 2012
First Command Financial Planning February 1998 - November 2001
Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Strategic Planning, Customer Service, Nonprofits, Microsoft Excel, Event Planning, Training
Education
University of North Carolina at Wilmington 2007 — 2009
Bachelor's, Elementary Education
Marvin Harris's First Command Financial Services Experience September 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services September 2014 - Present
CTX Athletic Association (Non-profit) October 2012 - Present
Army National Guard February 1986 - January 2014
Skills
Leadership, Command, Project Management, Personnel Management, Operational Planning, Strategic Planning, Organizational..., Performance Management, Leadership Development, Policy, Army, Military Operations, Top Secret, Afghanistan, Change Management, Combat, Counterterrorism, Defense, DoD, Force Protection, Government, Homeland Security, Intelligence, Intelligence Analysis, Management, Military, Military Experience, Military Logistics, Military Training, National Security, Program Management, Project Planning, SIGINT, Security Clearance, Special Operations, Tactics, Weapons, Readiness, Information Assurance, Government Contracting, Exercises, Reconnaissance
Education
Webster University
MA, Human Resources Develvopment
The University of Texas at El Paso
BS, Mathematics
University of Arkansas
First Command Financial Services September 2014 - Present
CTX Athletic Association (Non-profit) October 2012 - Present
Army National Guard February 1986 - January 2014
Skills
Leadership, Command, Project Management, Personnel Management, Operational Planning, Strategic Planning, Organizational..., Performance Management, Leadership Development, Policy, Army, Military Operations, Top Secret, Afghanistan, Change Management, Combat, Counterterrorism, Defense, DoD, Force Protection, Government, Homeland Security, Intelligence, Intelligence Analysis, Management, Military, Military Experience, Military Logistics, Military Training, National Security, Program Management, Project Planning, SIGINT, Security Clearance, Special Operations, Tactics, Weapons, Readiness, Information Assurance, Government Contracting, Exercises, Reconnaissance
Education
Webster University
MA, Human Resources Develvopment
The University of Texas at El Paso
BS, Mathematics
University of Arkansas
Eric Schuster's First Command Financial Services Experience April 2003 - Present
Job Financial Advisor at First Command Financial Services, Inc.
Industry Financial Services
Experience
First Command Financial Services April 2003 - Present
Union Pacific Railroad December 1998 - April 2003
General Motors September 1994 - December 1998
US Army May 1988 - June 1994
Skills
Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Series 63, Fixed Annuities, Investment Strategies, Portfolio Management, Insurance, Financial Planners, Life Insurance, Long-term Care, Disability Insurance, Series 65, Series 6, Long Term Care Insurance, Variable Annuities, IRAs
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Aerospace Engineering
Novi High School 1980 — 1984
Diploma
First Command Financial Services April 2003 - Present
Union Pacific Railroad December 1998 - April 2003
General Motors September 1994 - December 1998
US Army May 1988 - June 1994
Skills
Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Series 63, Fixed Annuities, Investment Strategies, Portfolio Management, Insurance, Financial Planners, Life Insurance, Long-term Care, Disability Insurance, Series 65, Series 6, Long Term Care Insurance, Variable Annuities, IRAs
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Aerospace Engineering
Novi High School 1980 — 1984
Diploma
Matt Hoyt's First Command Financial Services Experience October 2013 - September 2015
Job Solutions Architect at EMSI
Industry Computer Software
Experience
EMSI September 2015 - Present
First Command Financial Services October 2013 - September 2015
CoreLogic February 2013 - October 2013
Trainertainment January 2011 - February 2013
University of North Texas September 2008 - August 2012
Verizon May 2008 - October 2008
Verizon May 2007 - December 2007
Skills
Java, JavaScript, C#, C++, SQL, Spring, Hibernate, ExtJS, Python, Clojure, HTML, PHP, MySQL, AJAX, Linux, jQuery
Education
University of North Texas 2009 — 2012
MS, Computer Science, 3.9/4
University of North Texas 2003 — 2009
BS, Computer Science
EMSI September 2015 - Present
First Command Financial Services October 2013 - September 2015
CoreLogic February 2013 - October 2013
Trainertainment January 2011 - February 2013
University of North Texas September 2008 - August 2012
Verizon May 2008 - October 2008
Verizon May 2007 - December 2007
Skills
Java, JavaScript, C#, C++, SQL, Spring, Hibernate, ExtJS, Python, Clojure, HTML, PHP, MySQL, AJAX, Linux, jQuery
Education
University of North Texas 2009 — 2012
MS, Computer Science, 3.9/4
University of North Texas 2003 — 2009
BS, Computer Science
Jay Dymek's First Command Financial Services Experience March 2015 - Present
Job Financial Advisor
Industry Military
Experience
First Command Financial Services March 2015 - Present
Shine Systems & Technologies, LLC October 2012 - January 2015
US Army June 2010 - June 2011
US Army 1986 - 2011
US Army October 2008 - June 2010
University of Virginia 2006 - 2009
1st Battalion, 81st Armor June 2004 - June 2006
Combined Forces Command Afghanistan 2003 - 2004
25th Infantry Division 1999 - 2002
Skills
Command, Security Clearance, Military Leadership, Operational Planning, Strategic Planning, Emergency Management, Military Operations, Change Management, Problem Solving, Organizational..., Military, Team Building, Operations Management, Tactics, DoD, National Security, Program Management, Army, Government, Military Training, Leadership Development, Risk Management, International Relations, Military Logistics, Organizational..., Leadership, Crisis Management, Foreign Policy, Homeland Security, Weapons, Team Leadership, Interagency Coordination, Process Improvement, Policy, Analysis, Defense, Military Experience, Top Secret, Strategic Leadership, Command & Control, Leading Organizational..., Cross-functional Team..., Counterterrorism, Special Operations, Intelligence, Organizational..., Organizational Learning, Strategic Insights, Financial Analysis
Education
United States Military Academy at West Point 1982 — 1986
BS
First Command Financial Services March 2015 - Present
Shine Systems & Technologies, LLC October 2012 - January 2015
US Army June 2010 - June 2011
US Army 1986 - 2011
US Army October 2008 - June 2010
University of Virginia 2006 - 2009
1st Battalion, 81st Armor June 2004 - June 2006
Combined Forces Command Afghanistan 2003 - 2004
25th Infantry Division 1999 - 2002
Skills
Command, Security Clearance, Military Leadership, Operational Planning, Strategic Planning, Emergency Management, Military Operations, Change Management, Problem Solving, Organizational..., Military, Team Building, Operations Management, Tactics, DoD, National Security, Program Management, Army, Government, Military Training, Leadership Development, Risk Management, International Relations, Military Logistics, Organizational..., Leadership, Crisis Management, Foreign Policy, Homeland Security, Weapons, Team Leadership, Interagency Coordination, Process Improvement, Policy, Analysis, Defense, Military Experience, Top Secret, Strategic Leadership, Command & Control, Leading Organizational..., Cross-functional Team..., Counterterrorism, Special Operations, Intelligence, Organizational..., Organizational Learning, Strategic Insights, Financial Analysis
Education
United States Military Academy at West Point 1982 — 1986
BS
Sheree Philpot's First Command Financial Services Experience May 2010 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
VALIC August 2011 - August 2012
First Command Financial Services May 2010 - August 2011
TD Ameritrade May 2006 - February 2010
Skills
Strategic Financial..., Mutual Funds, Insurance, Long Term Care Insurance, Retirement, Wealth Management, Series 7, Portfolio Management, Series 63, Options, Financial Services, Trading, Retirement Planning, Securities, Coaching, Training, Team Building, Investments
Education
Trinity University 1990 — 1995
BA & BS, International Economics & Business
Leslie DeBoer's First Command Financial Services Experience May 2007 - August 2007
Job Assistant Community Bank Manager at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank January 2010 - Present
Mutual of Omaha Bank January 2010 - August 2010
Union Bank & Trust Co. August 2007 - January 2010
Union Bank & Trust Co. August 2007 - January 2010
Union Bank and Trust Co August 2007 - January 2010
First Command Financial Services May 2007 - August 2007
Skills
Consumer Lending, Loans, Commercial Banking, Retail Banking, Credit, Banking
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Arts, History
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Arts, American History (United States)
Mutual of Omaha Bank January 2010 - Present
Mutual of Omaha Bank January 2010 - August 2010
Union Bank & Trust Co. August 2007 - January 2010
Union Bank & Trust Co. August 2007 - January 2010
Union Bank and Trust Co August 2007 - January 2010
First Command Financial Services May 2007 - August 2007
Skills
Consumer Lending, Loans, Commercial Banking, Retail Banking, Credit, Banking
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor of Arts, History
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Arts, American History (United States)
Ian Arvizo's First Command Financial Services Experience May 2014 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services May 2014 - Present
Training Squadron 28 August 2011 - May 2014
USMC June 2008 - August 2011
HMM-261 2006 - 2008
Skills
Military Operations, Operational Planning, Military Experience, Force Protection, Military, Security Clearance, Top Secret, Aviation, DoD, Military Aviation, Command, National Security, Navy, Helicopter Operations, Flights, Helicopters, Management, Instrument Rated Pilot, Leadership Development, Combat, Weapons, Tactics, Employee Training, Fiscal, Department Budgeting, Strategic Planning, Customer Service, Safety, Aviation Safety, Human Resources, Team Building, Risk Management, Operational Risk..., Crew Resource Management, Podcasting, Microsoft Office, PowerPoint, Flight Safety, Committed to..., Dedicated Professional, Dedication to..., Fiscal Policy, Integrity
Education
University of Oklahoma 1991 — 1995
Bachelor of Science (BS), Secondary Language Arts
First Command Financial Services May 2014 - Present
Training Squadron 28 August 2011 - May 2014
USMC June 2008 - August 2011
HMM-261 2006 - 2008
Skills
Military Operations, Operational Planning, Military Experience, Force Protection, Military, Security Clearance, Top Secret, Aviation, DoD, Military Aviation, Command, National Security, Navy, Helicopter Operations, Flights, Helicopters, Management, Instrument Rated Pilot, Leadership Development, Combat, Weapons, Tactics, Employee Training, Fiscal, Department Budgeting, Strategic Planning, Customer Service, Safety, Aviation Safety, Human Resources, Team Building, Risk Management, Operational Risk..., Crew Resource Management, Podcasting, Microsoft Office, PowerPoint, Flight Safety, Committed to..., Dedicated Professional, Dedication to..., Fiscal Policy, Integrity
Education
University of Oklahoma 1991 — 1995
Bachelor of Science (BS), Secondary Language Arts
Dana Clay's First Command Financial Services Experience April 2012 - October 2012
Job Associate Financial Advisor
Industry Financial Services
Experience
First Command Financial Services, Inc. November 2012 - Present
First Command Financial Services April 2012 - October 2012
Defense Institute of Security Assistance Management 2000 - 2003
US Navy July 1996 - July 2000
Skills
Financial Planning, Navy, Military, Government, Security
Education
United States Merchant Marine Academy 1990 — 1995
BS, Marine Engineering
First Command Financial Services, Inc. November 2012 - Present
First Command Financial Services April 2012 - October 2012
Defense Institute of Security Assistance Management 2000 - 2003
US Navy July 1996 - July 2000
Skills
Financial Planning, Navy, Military, Government, Security
Education
United States Merchant Marine Academy 1990 — 1995
BS, Marine Engineering
Esau Williamson's First Command Financial Services Experience August 1992 - Present
Job Federal Employee Benefits, Retirement, Financial Planning Seminars
Industry Financial Services
Experience
First Command Financial Services August 1992 - Present
United States Air Force July 1972 - August 1992
Education
Troy University
Master's degree, Business Administration and Management
University of Maryland College Park
Bachelor's degree, Business Administration and Management
First Command Financial Services August 1992 - Present
United States Air Force July 1972 - August 1992
Education
Troy University
Master's degree, Business Administration and Management
University of Maryland College Park
Bachelor's degree, Business Administration and Management
Sharon Horn's First Command Financial Services Experience Director of Business SupportAmerican Hospice, Inc.July 2002 - November 2010
Job Executive Assistant at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services Director of Business SupportAmerican Hospice, Inc.July 2002 - November 2010
Education
The University of Texas at Austin
Bachelor of Arts - English
First Command Financial Services Director of Business SupportAmerican Hospice, Inc.July 2002 - November 2010
Education
The University of Texas at Austin
Bachelor of Arts - English
Cliff Humphrey's First Command Financial Services Experience November 2013 - February 2015
Job Passionately working to educate Americans about retirement.
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - June 2015
First Command Financial Services November 2013 - February 2015
Countrywide Home Loans June 2004 - December 2011
Skills
Customer Service, Team Leadership, Training, Change Management, Research, Insurance Policies, Financial Services, Indexed Annuities, Variable Annuities, Variable Products, Tax, Term Life Insurance, Whole Life Insurance, Living Benefit Riders, Team Motivation, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, AS400 Administration, Fiserv, Sales, Presentation Skills, Recruiting, Back Office, Process Improvement
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Organizational Behavior/Human Resource Management
New York Life Insurance Company June 2014 - June 2015
First Command Financial Services November 2013 - February 2015
Countrywide Home Loans June 2004 - December 2011
Skills
Customer Service, Team Leadership, Training, Change Management, Research, Insurance Policies, Financial Services, Indexed Annuities, Variable Annuities, Variable Products, Tax, Term Life Insurance, Whole Life Insurance, Living Benefit Riders, Team Motivation, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, AS400 Administration, Fiserv, Sales, Presentation Skills, Recruiting, Back Office, Process Improvement
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Organizational Behavior/Human Resource Management
Al Batey's First Command Financial Services Experience September 1991 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services September 1991 - Present
Texas Instruments January 1981 - January 1992
US Army June 1975 - March 1981
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Fixed Annuities, Investment Strategies, Mutual Funds, 401k Rollovers, Series 63, Investments, Financial Goals, Estate Planning, Wealth Accumulation, Wealth, IRAs
Education
United States Military Academy at West Point 1971 — 1975
Bachelor of Science, Engineering
First Command Financial Services September 1991 - Present
Texas Instruments January 1981 - January 1992
US Army June 1975 - March 1981
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Fixed Annuities, Investment Strategies, Mutual Funds, 401k Rollovers, Series 63, Investments, Financial Goals, Estate Planning, Wealth Accumulation, Wealth, IRAs
Education
United States Military Academy at West Point 1971 — 1975
Bachelor of Science, Engineering
Jeff Cameron, ChFC (R)'s First Command Financial Services Experience October 2010 - Present
Job Associate Director, Financial Plans at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 2010 - Present
First Command Financial Services June 2006 - October 2010
First Command Financial Services September 1997 - June 2006
Skills
Series 63, Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Insurance, Investment Strategies, Chartered Financial..., Series 6, 63, 65, 26,..., Registered Principal, Financial Planner, Strategic Financial..., Asset Allocation, Wealth Management, Investments, Mutual Funds, Estate Planning, Fixed Annuities, Variable Annuities, Securities, Life Insurance, Uniform Combined State..., Series 6, Financial Planning
Education
U.S. Air Force Institute of Technology 1977 — 1978
Master of Science (MS), Logistics Management
Central Missouri State University 1975 — 1977
Master of Science (MS), Public Services--Safety Management
United States Air Force Academy 1968 — 1972
Bachelor of Science (BS), History
Ottumwa High School, Ottumwa, IA 1965 — 1968
High School
First Command Financial Services October 2010 - Present
First Command Financial Services June 2006 - October 2010
First Command Financial Services September 1997 - June 2006
Skills
Series 63, Retirement Planning, Financial Advisory, Retirement, Investment Advisory, Insurance, Investment Strategies, Chartered Financial..., Series 6, 63, 65, 26,..., Registered Principal, Financial Planner, Strategic Financial..., Asset Allocation, Wealth Management, Investments, Mutual Funds, Estate Planning, Fixed Annuities, Variable Annuities, Securities, Life Insurance, Uniform Combined State..., Series 6, Financial Planning
Education
U.S. Air Force Institute of Technology 1977 — 1978
Master of Science (MS), Logistics Management
Central Missouri State University 1975 — 1977
Master of Science (MS), Public Services--Safety Management
United States Air Force Academy 1968 — 1972
Bachelor of Science (BS), History
Ottumwa High School, Ottumwa, IA 1965 — 1968
High School
Allen Rivard's First Command Financial Services Experience December 2014 - Present
Job Senior Systems Engineer at First Command Financial Services
Industry Computer Software
Experience
First Command Financial Services December 2014 - Present
State National Companies September 2012 - November 2014
OGSys March 2005 - August 2012
Skills
SQL, .NET, C#, Microsoft Visual Studio..., Visual Basic, ASP, Web Development, Web Services, ASP.NET, Web Applications, Microsoft SQL Server, Visual Studio, Agile Methodologies, IIS, TFS, SSRS, JavaScript, LINQ, SDLC, Software Development, Databases, XML, Visio
Education
University of North Texas 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science
First Command Financial Services December 2014 - Present
State National Companies September 2012 - November 2014
OGSys March 2005 - August 2012
Skills
SQL, .NET, C#, Microsoft Visual Studio..., Visual Basic, ASP, Web Development, Web Services, ASP.NET, Web Applications, Microsoft SQL Server, Visual Studio, Agile Methodologies, IIS, TFS, SSRS, JavaScript, LINQ, SDLC, Software Development, Databases, XML, Visio
Education
University of North Texas 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science
Dezra Ortiz's First Command Financial Services Experience January 2010 - March 2010
Job Baker at Panera Bread
Industry Restaurants
Experience
Panera Bread August 2011 - Present
Mimo's family restaurant August 2010 - December 2010
First Command Financial Services January 2010 - March 2010
Skills
ACF Certified Pastry..., ServSafe, Food Cost Management, Responsible Service of..., Hospitality Management, Restaurant Management
Education
Le Cordon Bleu College of Culinary Arts 2011 — 2012
Associate of Specialized Science, Baking & Patisserie
University of Nevada-Las Vegas
Panera Bread August 2011 - Present
Mimo's family restaurant August 2010 - December 2010
First Command Financial Services January 2010 - March 2010
Skills
ACF Certified Pastry..., ServSafe, Food Cost Management, Responsible Service of..., Hospitality Management, Restaurant Management
Education
Le Cordon Bleu College of Culinary Arts 2011 — 2012
Associate of Specialized Science, Baking & Patisserie
University of Nevada-Las Vegas
Heather Brock, CFP®, AFC®'s First Command Financial Services Experience May 2015 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services May 2015 - Present
Serco November 2012 - January 2015
Columbia College November 2011 - December 2014
MHN Government Services April 2009 - October 2010
First Command Financial Services November 2004 - April 2008
Skills
Leadership Development, Leadership, Management, Training, Public Speaking, Team Building, Program Management, Strategic Planning, Risk Management, Government, Nonprofits, Teaching, Analysis, Coaching, Research, Military, Military Operations
Education
Troy University 2003 — 2004
Master of Science (MS), Hunan Resources Management
University of North Carolina at Pembroke
Bachelor of Science (BS), Chemistry, Minor in Mathmatics
First Command Financial Services May 2015 - Present
Serco November 2012 - January 2015
Columbia College November 2011 - December 2014
MHN Government Services April 2009 - October 2010
First Command Financial Services November 2004 - April 2008
Skills
Leadership Development, Leadership, Management, Training, Public Speaking, Team Building, Program Management, Strategic Planning, Risk Management, Government, Nonprofits, Teaching, Analysis, Coaching, Research, Military, Military Operations
Education
Troy University 2003 — 2004
Master of Science (MS), Hunan Resources Management
University of North Carolina at Pembroke
Bachelor of Science (BS), Chemistry, Minor in Mathmatics
Charles Kilburn II's First Command Financial Services Experience 2007 - 2010
Job Real Estate Investor at Self Employed
Industry Real Estate
Experience
Self Employed 2007 - Present
First Command Financial Services 2007 - 2010
US Navy 1984 - 2005
Skills
Program Management, Operations Officer, Strategic Planning
Education
University of Oklahoma 2011 — 2013
Masters, Business Administration
United States Naval Academy 1980 — 1984
Bachelor of Science
Self Employed 2007 - Present
First Command Financial Services 2007 - 2010
US Navy 1984 - 2005
Skills
Program Management, Operations Officer, Strategic Planning
Education
University of Oklahoma 2011 — 2013
Masters, Business Administration
United States Naval Academy 1980 — 1984
Bachelor of Science
Brandon Criswell's First Command Financial Services Experience March 2008 - Present
Job Sr. System Administrator at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services March 2008 - Present
Suddenlink Communications January 2006 - October 2007
Cox Communications February 2001 - January 2006
Skills
Microsoft Exchange, System Administration, Windows, Powershell, VBScript, Configuration Management, EMC SAN Administration, Netbackup, Lync, Software Packaging, Data Center, Disaster Recovery, DNS, System Deployment, SAN, Software Documentation, Process Improvement, Active Directory, Network Administration, Troubleshooting, Windows Server, Networking
Education
Tyler Junior College 1991 — 1992
Associate of Arts (A.A.), Behavioral Sciences
First Command Financial Services March 2008 - Present
Suddenlink Communications January 2006 - October 2007
Cox Communications February 2001 - January 2006
Skills
Microsoft Exchange, System Administration, Windows, Powershell, VBScript, Configuration Management, EMC SAN Administration, Netbackup, Lync, Software Packaging, Data Center, Disaster Recovery, DNS, System Deployment, SAN, Software Documentation, Process Improvement, Active Directory, Network Administration, Troubleshooting, Windows Server, Networking
Education
Tyler Junior College 1991 — 1992
Associate of Arts (A.A.), Behavioral Sciences
Kimberly Qualls's First Command Financial Services Experience 1991 - 1992
Job Administration at Oklahoma Christian School
Industry Health, Wellness and Fitness
Experience
Oklahoma Christian School May 2009 - August 2013
Parfums Givenchy 2001 - 2008
First Command Financial Services 1991 - 1992
FAA December 1988 - December 1990
Skills
Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Corporate Finance, Tuition, Enrollment Management, Payroll, Accounts Receivable, Microsoft Excel, Contract Management, Financial Analysis
Education
University of Central Oklahoma 1990 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
University of Oklahoma 1986 — 1990
Bachelor of Business Administration (BBA)
Oklahoma Christian School May 2009 - August 2013
Parfums Givenchy 2001 - 2008
First Command Financial Services 1991 - 1992
FAA December 1988 - December 1990
Skills
Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Corporate Finance, Tuition, Enrollment Management, Payroll, Accounts Receivable, Microsoft Excel, Contract Management, Financial Analysis
Education
University of Central Oklahoma 1990 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
University of Oklahoma 1986 — 1990
Bachelor of Business Administration (BBA)
Dallas Lopez's First Command Financial Services Experience October 2013 - Present
Job Financial Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services October 2013 - Present
Denver Mattress Co. February 2011 - March 2013
Denver Mattress Co. October 2008 - February 2011
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Asset Allocation, Retirement, Financial Advisory, Financial Services, Series 6, Fixed Annuities, Portfolio Management
Education
University of Montana 1999 — 2003
Bachelor's degree, Business Administration and Management, General
First Command Financial Services October 2013 - Present
Denver Mattress Co. February 2011 - March 2013
Denver Mattress Co. October 2008 - February 2011
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Asset Allocation, Retirement, Financial Advisory, Financial Services, Series 6, Fixed Annuities, Portfolio Management
Education
University of Montana 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Leonard Schroeder's First Command Financial Services Experience August 2000 - August 2002
Job
Industry
Experience
First Command Financial Services August 2000 - August 2002
United States Air Force August 1967 - August 1990
Education
University of Utah - David Eccles School of Business 1975 — 1976
MBA, Econometrics and Quantitative Economics
University of Maryland College Park 1964 — 1967
Bachelor of Business Administration (BBA), Business/Managerial Economics
First Command Financial Services August 2000 - August 2002
United States Air Force August 1967 - August 1990
Education
University of Utah - David Eccles School of Business 1975 — 1976
MBA, Econometrics and Quantitative Economics
University of Maryland College Park 1964 — 1967
Bachelor of Business Administration (BBA), Business/Managerial Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY