First Command Financial Services
Industry: Company
DescriptionHeadquarters: Fort Worth, Texas, United States Founded: 1958 Subsidiaries: First Command Bank,
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First Command Financial Services Employees
Employee
Years
Job
Industry
Santiago Correa, AAMS® Santiago Correa, AAMS®'s First Command Financial Services Experience January 2014 - October 2014
Job SolutionOriented Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2014 - Present
First Command Financial Services January 2014 - October 2014
SRA International December 2012 - September 2013
University of South Florida August 2012 - August 2013
MorganFranklin Corporation August 2010 - December 2012
L-3 Communications November 2009 - July 2010
USCENTCOM August 2006 - September 2009
US Army 1999 - 2009
66th Military Intelligence Group May 2002 - July 2006
CJTF-76, Operation Enduring Freedom February 2005 - January 2006
Education
University of South Florida 2012 — 2013
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration
USAA November 2014 - Present
First Command Financial Services January 2014 - October 2014
SRA International December 2012 - September 2013
University of South Florida August 2012 - August 2013
MorganFranklin Corporation August 2010 - December 2012
L-3 Communications November 2009 - July 2010
USCENTCOM August 2006 - September 2009
US Army 1999 - 2009
66th Military Intelligence Group May 2002 - July 2006
CJTF-76, Operation Enduring Freedom February 2005 - January 2006
Education
University of South Florida 2012 — 2013
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration
John (EFS) Moore John (EFS) Moore's First Command Financial Services Experience June 2004 - July 2005
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2005 - Present
First Command Financial Services June 2004 - July 2005
US Army May 1997 - May 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Mutual Funds, College Education..., Variable Annuities
Education
Webster University 2000 — 2000
Master of Science (MS), Environmental Management
University of Portland 1993 — 1997
Bachelor of Science (BS), Life Science
Allstate Financial July 2005 - Present
First Command Financial Services June 2004 - July 2005
US Army May 1997 - May 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Mutual Funds, College Education..., Variable Annuities
Education
Webster University 2000 — 2000
Master of Science (MS), Environmental Management
University of Portland 1993 — 1997
Bachelor of Science (BS), Life Science
Dana Fink Dana Fink's First Command Financial Services Experience May 2010 - February 2011
Job H2 Builders
Industry Construction
Experience
H2 Builders October 2012 - February 2015
Eye Care Associates May 2011 - October 2012
First Command Financial Services May 2010 - February 2011
Enterprise Rent-A-Car August 2004 - March 2010
Education
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, History
Hilton Head High School 1993 — 1997
H2 Builders October 2012 - February 2015
Eye Care Associates May 2011 - October 2012
First Command Financial Services May 2010 - February 2011
Enterprise Rent-A-Car August 2004 - March 2010
Education
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, History
Hilton Head High School 1993 — 1997
Paul Jara Paul Jara's First Command Financial Services Experience April 2001 - December 2004
Job Emergency Manager at Arkansas National Guard
Industry Military
Experience
Arkansas National Guard August 2014 - Present
Arkansas Air National Guard December 2004 - August 2014
First Command Financial Services April 2001 - December 2004
United States Air Force 2000 - 2001
United States Air Force 1998 - 2000
United States Air Force 1996 - 1998
United States Air Force June 1994 - 1996
Skills
Long Distance Running, Financial Management..., Strategic Planning, Leadership, Emergency Management, Life Insurance, Project Management, DoD, Air Force, Military, Program Management, National Security, Defense, Budgets, Military Operations, Government Contracting, Information Assurance, Security Clearance, Trail Running
Education
Joint Combined Warfighting School 2014 — 2014
JPME-II, Military Joint Operations Planning and Strategy
University of Portland 1990 — 1994
Arkansas National Guard August 2014 - Present
Arkansas Air National Guard December 2004 - August 2014
First Command Financial Services April 2001 - December 2004
United States Air Force 2000 - 2001
United States Air Force 1998 - 2000
United States Air Force 1996 - 1998
United States Air Force June 1994 - 1996
Skills
Long Distance Running, Financial Management..., Strategic Planning, Leadership, Emergency Management, Life Insurance, Project Management, DoD, Air Force, Military, Program Management, National Security, Defense, Budgets, Military Operations, Government Contracting, Information Assurance, Security Clearance, Trail Running
Education
Joint Combined Warfighting School 2014 — 2014
JPME-II, Military Joint Operations Planning and Strategy
University of Portland 1990 — 1994
Anthony Thewes Anthony Thewes's First Command Financial Services Experience March 2012 - February 2013
Job Investor Services Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2013 - Present
First Command Financial Services March 2012 - February 2013
Bankers Life and Casualty August 2011 - March 2012
Grove Resource Solutions, Inc. May 2008 - April 2011
ToxServices, Inc. May 2008 - August 2008
DataNetworks/TechUSA June 2007 - January 2008
Skills
Financial Analysis, Financial Services, Series 6, Series 63, Series 65, Bloomberg Terminal, Life Insurance, Wealth Management, Risk Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Retirement, Financial Planners, Portfolio Management, Asset Managment, Long-term Care, Disability Insurance
Education
University of Liverpool Online 2011 — 2013
Masters Degree, International Financial Reporting
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science, Finance
ICMA-RC August 2013 - Present
First Command Financial Services March 2012 - February 2013
Bankers Life and Casualty August 2011 - March 2012
Grove Resource Solutions, Inc. May 2008 - April 2011
ToxServices, Inc. May 2008 - August 2008
DataNetworks/TechUSA June 2007 - January 2008
Skills
Financial Analysis, Financial Services, Series 6, Series 63, Series 65, Bloomberg Terminal, Life Insurance, Wealth Management, Risk Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Retirement, Financial Planners, Portfolio Management, Asset Managment, Long-term Care, Disability Insurance
Education
University of Liverpool Online 2011 — 2013
Masters Degree, International Financial Reporting
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science, Finance
Marla Duefrene Marla Duefrene's First Command Financial Services Experience January 1999 - November 2010
Job Independent Consultant at Beauti Control
Industry Cosmetics
Experience
BeautiControl July 2009 - Present
First Command Financial Services January 1999 - November 2010
Skills
Skin Care, Makeovers, Anti-aging, Spa, Cosmetics, Relaxation, Beauty Industry, Retail, Merchandising, Coaching, Marketing, Direct Sales, Bridal Showers, Customer Service, Sales, Personal Care, Home Based Business, Marketing Strategy, Leadership Development, Gifts, Public Speaking, Team Building, Training, Event Planning, Social Networking, Small Business
Education
University of South Florida
Education
BeautiControl July 2009 - Present
First Command Financial Services January 1999 - November 2010
Skills
Skin Care, Makeovers, Anti-aging, Spa, Cosmetics, Relaxation, Beauty Industry, Retail, Merchandising, Coaching, Marketing, Direct Sales, Bridal Showers, Customer Service, Sales, Personal Care, Home Based Business, Marketing Strategy, Leadership Development, Gifts, Public Speaking, Team Building, Training, Event Planning, Social Networking, Small Business
Education
University of South Florida
Education
Daniel Casnettie Daniel Casnettie's First Command Financial Services Experience May 2009 - December 2009
Job Closer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - June 2014
Wells Fargo Advisors January 2011 - November 2011
LPL Financial February 2010 - 2010
Merrill Lynch May 2009 - December 2009
First Command Financial Services May 2009 - December 2009
Northwestern Mutual May 2008 - August 2008
Skills
LoanIQ, ClearPar, Syndtrak, Commercial Loan..., Credit, Financial Analysis, Finance, Loans, Marketing, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Management, Investments, Credit Analysis, Strategic Planning, Customer Service, Leadership
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - June 2014
Wells Fargo Advisors January 2011 - November 2011
LPL Financial February 2010 - 2010
Merrill Lynch May 2009 - December 2009
First Command Financial Services May 2009 - December 2009
Northwestern Mutual May 2008 - August 2008
Skills
LoanIQ, ClearPar, Syndtrak, Commercial Loan..., Credit, Financial Analysis, Finance, Loans, Marketing, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Management, Investments, Credit Analysis, Strategic Planning, Customer Service, Leadership
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
Emily Lumadue, CPA Emily Lumadue, CPA's First Command Financial Services Experience May 2009 - August 2009
Job Manager, Finance and Planning at Universal Music Group
Industry Entertainment
Experience
Universal Music Group September 2015 - Present
Universal Music Group August 2014 - September 2015
Sony Pictures Entertainment July 2013 - August 2014
Sony Pictures Entertainment June 2010 - July 2013
First Command Financial Services May 2009 - August 2009
Skills
Variance Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Management, Microsoft Office
Education
University of Southern California 2006 — 2010
Bachelor of Science (B.S.), Accounting
Universal Music Group September 2015 - Present
Universal Music Group August 2014 - September 2015
Sony Pictures Entertainment July 2013 - August 2014
Sony Pictures Entertainment June 2010 - July 2013
First Command Financial Services May 2009 - August 2009
Skills
Variance Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Management, Microsoft Office
Education
University of Southern California 2006 — 2010
Bachelor of Science (B.S.), Accounting
Scott Prieto Scott Prieto's First Command Financial Services Experience May 2009 - August 2009
Job Revenue Specialist at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide January 2015 - Present
Hilton Worldwide April 2013 - January 2015
PwC June 2011 - February 2013
Bookholders.com July 2010 - May 2011
First Command Financial Services May 2009 - August 2009
Skills
Access, Tax, Financial Reporting, Financial Analysis, Customer Service, Microsoft Excel, Finance, Investments, Budgets, Auditing, Financial Accounting, Strategic Financial..., Internal Audit, Banking, Internal Controls, Accounting, Financial Statements, Revenue Analysis, Generating Revenue, Revenue Forecasting, Leadership, Pricing Strategy
Education
University of South Florida 2006 — 2010
Bachelor of Science (B.S.) - College of Business Administration, Finance
Hilton Worldwide January 2015 - Present
Hilton Worldwide April 2013 - January 2015
PwC June 2011 - February 2013
Bookholders.com July 2010 - May 2011
First Command Financial Services May 2009 - August 2009
Skills
Access, Tax, Financial Reporting, Financial Analysis, Customer Service, Microsoft Excel, Finance, Investments, Budgets, Auditing, Financial Accounting, Strategic Financial..., Internal Audit, Banking, Internal Controls, Accounting, Financial Statements, Revenue Analysis, Generating Revenue, Revenue Forecasting, Leadership, Pricing Strategy
Education
University of South Florida 2006 — 2010
Bachelor of Science (B.S.) - College of Business Administration, Finance
Jeffrey Addison Jeffrey Addison's First Command Financial Services Experience November 2009 - March 2010
Job Briefing Engagement Manager at Microsoft
Industry Program Development
Experience
Planet Technologies May 2014 - Present
Bank of America November 2013 - May 2014
Bank of America January 2011 - November 2013
Bonefish Grill August 2005 - February 2012
First Command Financial Services November 2009 - March 2010
Skills
Team Leadership, Customer Service, Management, SQL, Visio, Microsoft Excel, Human Resources, Team Building, Customer Experience, Account Management, Microsoft Office, Employee Training, Retail Banking, Operational Excellence, Small Business, Inbound Lead Generation, Salesforce.com, Leadership, Training, Sales, CRM, Strategic Planning, Marketing, Project Management, Sales Management
Education
University of South Florida 2007 — 2010
B.S., Managerial Information Systems
Planet Technologies May 2014 - Present
Bank of America November 2013 - May 2014
Bank of America January 2011 - November 2013
Bonefish Grill August 2005 - February 2012
First Command Financial Services November 2009 - March 2010
Skills
Team Leadership, Customer Service, Management, SQL, Visio, Microsoft Excel, Human Resources, Team Building, Customer Experience, Account Management, Microsoft Office, Employee Training, Retail Banking, Operational Excellence, Small Business, Inbound Lead Generation, Salesforce.com, Leadership, Training, Sales, CRM, Strategic Planning, Marketing, Project Management, Sales Management
Education
University of South Florida 2007 — 2010
B.S., Managerial Information Systems
Nicholas Jett Nicholas Jett's First Command Financial Services Experience 2008 - 2009
Job Global Operations Manager at BBDO Worldwide
Industry Marketing and Advertising
Experience
BBDO Worldwide 2015 - Present
BBDO Worldwide 2014 - 2015
Allen School of Health Sciences - Online 2012 - 2014
Everest University Online 2009 - 2012
Everest University Online 2009 - 2009
First Command Financial Services 2008 - 2009
Franklin Templeton Investments 2006 - 2008
Skills
Investments, Recruiting, Team Building, Financial Analysis, Management, Finance, Leadership, Strategic Planning, Customer Service, Strategic Financial..., Mutual Funds, Microsoft Office, Financial Advisory, Small Business, Asset Managment, Retirement Planning, Banking, Portfolio Management, Coaching, Analysis, Employee Training, Sales, Asset Management, Strategy, Customer Satisfaction, College Recruiting, Interviews, Business Development, Resume Writing, Human Resources
Education
University of South Florida 2002 — 2006
Bachelor, Finance
BBDO Worldwide 2015 - Present
BBDO Worldwide 2014 - 2015
Allen School of Health Sciences - Online 2012 - 2014
Everest University Online 2009 - 2012
Everest University Online 2009 - 2009
First Command Financial Services 2008 - 2009
Franklin Templeton Investments 2006 - 2008
Skills
Investments, Recruiting, Team Building, Financial Analysis, Management, Finance, Leadership, Strategic Planning, Customer Service, Strategic Financial..., Mutual Funds, Microsoft Office, Financial Advisory, Small Business, Asset Managment, Retirement Planning, Banking, Portfolio Management, Coaching, Analysis, Employee Training, Sales, Asset Management, Strategy, Customer Satisfaction, College Recruiting, Interviews, Business Development, Resume Writing, Human Resources
Education
University of South Florida 2002 — 2006
Bachelor, Finance
Christopher Gallman's First Command Financial Services Experience December 2009 - January 2011
Job Criminal Investigator at University of South Carolina
Industry Public Safety
Experience
University of South Carolina September 2013 - Present
University of South Carolina June 2011 - Present
University of South Carolina September 2008 - June 2011
First Command Financial Services December 2009 - January 2011
Skills
Analytical Skills, Teamwork, Dedication to..., Education, Community Outreach, Communication, People Skills, Administration, Criminal Law, Physical Security, Policy, Time Management, Report Writing, Training, Evidence, Enforcement, Leadership, Law Enforcement
Education
University of South Carolina Upstate 2003 — 2008
Bachelor of Science (B.S.), Economics/Finance
University of South Carolina September 2013 - Present
University of South Carolina June 2011 - Present
University of South Carolina September 2008 - June 2011
First Command Financial Services December 2009 - January 2011
Skills
Analytical Skills, Teamwork, Dedication to..., Education, Community Outreach, Communication, People Skills, Administration, Criminal Law, Physical Security, Policy, Time Management, Report Writing, Training, Evidence, Enforcement, Leadership, Law Enforcement
Education
University of South Carolina Upstate 2003 — 2008
Bachelor of Science (B.S.), Economics/Finance
David Alexander Greenwood's First Command Financial Services Experience 2006 - 2009
Job CEO / Senior Living Advisor with Custom Senior Living Search, LLC
Industry Hospital & Health Care
Experience
Custom Senior Living Search, LLC January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS 2009 - December 2012
First Command Financial Services 2006 - 2009
Corporate Executive Board 2005 - 2006
Merrill Lynch 2003 - 2005
Morgan Stanley 2000 - 2003
UNION BANK OF CALIFORNIA 1999 - 2000
Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation
Education
Georgetown University; The Robert E. McDonough School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
University of Richmond 1990 — 1994
Cum Laude, Bachelor of Arts, German Studies
Friends School 1985 — 1989
High School Diploma
Custom Senior Living Search, LLC January 2013 - Present
CLEARCHOICE DENTAL IMPLANT CENTERS 2009 - December 2012
First Command Financial Services 2006 - 2009
Corporate Executive Board 2005 - 2006
Merrill Lynch 2003 - 2005
Morgan Stanley 2000 - 2003
UNION BANK OF CALIFORNIA 1999 - 2000
Skills
Salesforce.com, Sales, Strategic Planning, Marketing, Business Development, New Business Development, Marketing Strategy, Business Strategy, Sales Management, People Skills, Strategic Financial..., Coaching, Management, Sales Operations, Selling, Healthcare, Sales Process, Leadership, Team Building, Training, Strategy, Team Leadership, Cold Calling, Direct Sales, Customer Retention, Sales Presentations, Elder Care, Seniors Housing, Permanent Placement, Recruiting, Account Management, Start-ups, Entrepreneurship, Forecasting, Small Business, Business Planning, Contract Negotiation, Product Marketing, Budgets, Strategic Partnerships, Lead Generation, Competitive Analysis, CRM, Executive Management, P&L Management, Negotiation
Education
Georgetown University; The Robert E. McDonough School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
University of Richmond 1990 — 1994
Cum Laude, Bachelor of Arts, German Studies
Friends School 1985 — 1989
High School Diploma
Stuart Knott's First Command Financial Services Experience April 2014 - Present
Job Mortgage Loan Officer
Industry Financial Services
Experience
First Command Financial Services April 2014 - Present
Royal Navy October 1989 - October 2013
Skills
Radar, Fault Finding, Satellite Communications, Security Clearance, Defence, Electronic Engineering, Navy, Electronics, Engineering Management, Systems Engineering, Telecommunications, Middle Management, Military Experience, Server Administration, Active Directory, Command, Defect Rectification, Sonar, Server Management, Developed Vetting, Diagnostics, Digital Logic, Windows Server 2003, AIS, Series 6, Series 63, Series 65, Hardware Diagnostics, Digital Electronics, Propulsion, Communication Systems, Maintenance Management, Maritime Operations, Vetting, NATO, Diagnose, Tactical Data Links, Ais, Nuclear, Information Assurance, MOD, Military Training, Military Operations, SATCOM, Ministry Of Defence, Military, Explosives, Windows Server, Navigation Systems, Preventive Maintenance
Education
University of Portsmouth 2006 — 2008
Foundation degree, Electrical and Electronics Engineering
First Command Financial Services April 2014 - Present
Royal Navy October 1989 - October 2013
Skills
Radar, Fault Finding, Satellite Communications, Security Clearance, Defence, Electronic Engineering, Navy, Electronics, Engineering Management, Systems Engineering, Telecommunications, Middle Management, Military Experience, Server Administration, Active Directory, Command, Defect Rectification, Sonar, Server Management, Developed Vetting, Diagnostics, Digital Logic, Windows Server 2003, AIS, Series 6, Series 63, Series 65, Hardware Diagnostics, Digital Electronics, Propulsion, Communication Systems, Maintenance Management, Maritime Operations, Vetting, NATO, Diagnose, Tactical Data Links, Ais, Nuclear, Information Assurance, MOD, Military Training, Military Operations, SATCOM, Ministry Of Defence, Military, Explosives, Windows Server, Navigation Systems, Preventive Maintenance
Education
University of Portsmouth 2006 — 2008
Foundation degree, Electrical and Electronics Engineering
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