First Financial Equity Corporation
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First Financial Equity Corporation Employees
AZ Public Safety Personnel Retirement System March 2015 - Present
EMed Research Center July 2014 - March 2015
Arizona Public Safety Personnel September 2014 - December 2014
Excheam LLC January 2013 - March 2014
First Financial Equity Corporation June 2013 - August 2013
Bank of China June 2012 - July 2012
Feeding Matters January 2012 - May 2012
Treasures 4 Teachers February 2010 - January 2011
Pangea Wealth Management October 2010 - December 2010
Skills
Statistics, Time Management, Leadership, Analysis, Economics, Critical Thinking, Mandarin, Marketing, Non-profits, Qualitative Research, Financial Analysis, Market Research, Business Planning
Education
Thunderbird School of Global Management 2012 — 2014
Master's degree, Global Finance
Arizona State University 2008 — 2012
Bachelor of Science (BS), Finance
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Management
Arizona State University 2011 — 2012
Bachelor of Science (B.S.), Small Business and Entrepreneurship Certificate
First Financial Equity Corporation December 2013 - Present
Project 12M April 2014 - Present
Gadget Guys Consulting, LLC. December 2012 - January 2015
Club Demonstration Services June 2012 - July 2013
Target Mobile July 2011 - June 2012
Skills
Water Polo, Customer Service, Sales, Microsoft Excel, Time Management, Efficiency, PowerPoint, Outlook, Leadership, Microsoft Office, Team Leadership, Marketing, Microsoft Word, Retail, Budgets, Customer Satisfaction, Merchandising, Financial Analysis, Analysis, Training, Teamwork, Team Building, Market Research, Fundraising, Forecasting, Facebook, Accounting, Access, Salesforce.com, Data Analysis, Social Networking, Account Management, Recruiting, Leadership Development, Social Media Marketing, Event Planning, Management, Customer Retention, Direct Sales, Finance, Program Management, Public Speaking, Data Entry, Business Development, Inventory Management, Small Business, Strategy, Entrepreneurship, Competitive Analysis, Highly personable
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
B.S., Finance
Hamilton Highschool 2008 — 2011
Diploma
First Financial Equity Corporation May 2015 - July 2015
United Mission Services (UMS Group) September 2011 - August 2014
INLOG Services June 2010 - March 2011
Skills
Leadership, Project Management, Public Speaking, Management, Microsoft Office, Start-ups, Entrepreneurship, Business Planning, Business Analysis, Microsoft Excel, Analysis, Finance, Networking, Strategic Planning, Strategy, Volunteering, Presentations, Events Coordination, Business Communications, Education, Academic Writing, Business Administration, Debate, Business Operations, Fixed Asset Management, Financial Analysis, Portfolio Management, Business Development
Education
Thunderbird School of Global Management 2014 — 2016
Master of Business Administration (M.B.A.), Global Management, Finance
American University of Afghanistan 2009 — 2013
Bachelor's Degree, Business Administration and Management
Between The Lines April 2015 - Present
First Financial Equity Corporation December 2013 - Present
Desert Highlands October 2012 - March 2014
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Social Networking, Financial Analysis, Event Planning, Investments, Social Media, Public Speaking
Education
Arizona State University 2013 — 2016
Bachelor of Science (B.S.), Finance, General
Hope-Full-Circle June 2015 - Present
The Blue Store, LLC June 2015 - Present
Elutin™ Inc., October 2013 - Present
Parallel Innovation Labs 2013 - February 2015
Quantion Advisors February 2012 - December 2014
Kor Media Group LLC July 2011 - May 2014
Tower Keep, LLC February 2003 - December 2012
First Financial Equity Corporation July 2005 - April 2009
eLayne 2008 - 2009
Bax Investment Group January 2002 - July 2005
Skills
Management, Small Business, Financial Analysis, Mergers & Acquisitions, Business Strategy, Strategic Planning, Risk Management, Marketing Strategy, Finance, New Business Development, Contract Negotiation, Wealth Management, Insurance, Team Building, Retirement, Business Development, Management Consulting, Public Speaking, Retirement Planning, Business Planning, Analysis, Portfolio Management, Business Intelligence, Strategy, Market Research, Asset Managment, Corporate Finance, Alternative Investments, Forecasting, 401k, Long-term Care, Asset Management, Leadership, Budgets, Mergers, Series 7, Due Diligence, Start-ups, Office Administration, Project Management, Trading, Business Valuation, Funding, Marketing, Coaching, Entrepreneurship, Product Development, Investments, Financial Structuring, Fixed Annuities
Education
Washington University in St. Louis 1972 — 1974
Systems and Data Processing
University of Phoenix
MBA
Western Connecticut State University
BA, Mathematics
Northern Trust Corporation 2015 - Present
First Financial Equity Corporation May 2014 - August 2014
Grand Canyon University October 2012 - May 2013
Skills
Higher Education, Public Speaking, Research, Teaching, Tutoring, PowerPoint, Critical Thinking, Data Analysis, Microsoft Excel, Statistics, Microsoft Office, Leadership, Microsoft Word, Economics, Time Management
Education
Thunderbird School of Global Management 2013 — 2015
Master of Science (MS), Global Finance
Grand Canyon University 2010 — 2013
Bachelor of Science (BS), Finance and Economics, GPA: 3.82
First Financial Equity Corporation July 2014 - Present
First Financial Equity Corporation August 2012 - July 2014
Four Seasons Hotels September 2009 - July 2012
CakeLove April 2010 - April 2011
Dickstein Shapiro LLP June 2007 - March 2009
The George Washington University January 2004 - August 2007
Grand Hyatt Washington May 2005 - August 2005
Skills
Client Services, Customer Service, Event Planning, Event Management, Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Research, Budgeting, Time Management, Problem Solving, Reliability, Work Ethic, Written and Oral..., Food & Beverage, Creativity
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Sport, Event and Hospitality Management
Lindau Capital Management October 2010 - Present
First Financial Equity Corporation October 2010 - Present
Merrill Lynch October 1999 - October 2010
Skills
Series 7, Investment Advisory, Wealth Management, Securities
Education
Colorado State University 1991 — 1996
BS, Marketing & Business Administration
Arapahoe High School
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
Dave Perry-Miller Real Estate January 2013 - Present
LeLash Advisors, LLC August 2012 - Present
Marie Keese Lelash Foundation January 1992 - Present
First Financial Equity Corporation February 2008 - August 2012
Dallas Social Venture Partners 2007 - 2011
Merrill Lynch August 2006 - February 2008
Oppenheimer & Co. November 2004 - December 2005
Georgetown Consulting Group June 1992 - December 2002
Skills
Alternative Investments, Financial Analysis, Investments, Hedge Funds, Asset Management, Due Diligence, Portfolio Management, Wealth Management, Series 7, Financial Modeling, Financial Planning, Corporate Finance, Investment Strategies, Funding, Asset Allocation, Mutual Funds, Cash Management, Management Consulting, Business Strategy, Insurance, Private Wealth..., Fixed Income, Valuation, Private Equity, Real Estate
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, Economics
EZchip Semiconductor January 2015 - Present
Feltl and Company August 2012 - January 2015
CapStone Investments April 2008 - August 2012
American Technology Research, Inc. November 2005 - January 2008
MS Capital Management, LLC February 2003 - October 2005
First Financial Equity Corporation August 2002 - January 2003
Morgan Stanley September 2000 - July 2002
Peter Piper, Inc. January 1998 - August 2000
Skills
Equities, Portfolio Management, Investments, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Microsoft Office, Equity Valuation, Microsoft Excel, Mutual Funds, Valuation, Excel, Analysis, Research, Series 7, Word, Forecasting, Business Analysis, PowerPoint, Industry Analysis, Teamwork, Problem Solving, Hedge Funds, Asset Allocation, Financial Markets, Data Analysis, DCF, Budgeting, Corporate FP&A, Financial Forecasting, IPO, Secondary Offerings, Variance Analysis, Market Analysis, Financial Projection, Growth Strategies, C-Level Communications, Financial Reporting, Analytics, Big Data, Semiconductors, Budgets, Operating Budgets, Series 24, Strategic Planning, Mobile Technology
Education
Ottawa University 2000 — 2005
B.A., Business Administration, 3.15
QuadCap Wealth Management, LLC January 2014 - Present
First Financial Equity Corporation May 2012 - January 2014
Bank of America June 2008 - May 2012
Volunteer - Tax Preparation February 2011 - May 2011
Skills
Hold Series 7, Series 66, Morningstar Office, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Uniform Combined State..., Financial Analysis, Insurance, Retirement Planning, Risk Management, Finance, Financial Planning, Estate Planning, Financial Services, Investments, Portfolio Management
Education
Texas Tech University 2008 — 2011
Bachelor of Science (B.S.), Personal Financial Planning
UL April 2015 - July 2015
Underwriters Laboratories August 2012 - March 2015
Brown CPA Group, Ltd. September 2010 - August 2012
Robert Half International January 2010 - July 2010
First Financial Equity Corporation February 2008 - May 2008
Cavalry Portfolio Services February 2008 - May 2008
Skills
Individual Taxation, Business Tax, Payroll Taxes, Sales Tax, Bilingual, Social Networking, Business Planning, Financial Accounting, Quickbooks, Variance Analysis, Account Reconciliation, General Ledger, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master, Accounting
East China University of Science and Technology 2003 — 2007
Bachelor, Finance
Set Solutions, Inc. September 2014 - Present
Business Health Resources April 2014 - October 2014
Apptricity March 2013 - March 2014
Splunk August 2012 - December 2012
iTech US Inc December 2011 - September 2012
First Financial Equity Corporation April 2008 - December 2011
NEHDAR TRADING September 2001 - April 2008
Triquest Financial July 1997 - September 2001
Crowell Weedon & Company January 1996 - July 1997
Dean Witter January 1994 - January 1996
Skills
Series 7, Wealth Management, Portfolio Management, Management Consulting, Market Research, Multi-channel Marketing, Go-to-market Strategy, Lead Generation, New Business Development, Cold Calling, C-Level Sales, C-Level Consulting, Enterprise Software, Enterprise Storage, Sales Management, Cloud Computing, inside sales, Sales Operations, Account Management, Channel Partners, Business Development, Solution Selling, Sales, Selling, SaaS, Partner Management, Sales Process, Managed Services, Strategic Planning, Direct Sales, Marketing, Sales Presentations, Strategy, Business Alliances, Salesforce.com, Executive Management, Leadership, Finance, Strategic Partnerships, Networking, Investments, CRM, Training, Analysis, Complex Sales, Software Industry, Sales Enablement, Business Intelligence, Start-ups, Product Marketing
Education
Pasadena City College
Associate of Arts, Political Science/English
Guggenheim Partners November 2012 - Present
University of Colorado Football Team June 2007 - December 2011
First Financial Equity Corporation August 2011 - November 2011
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Series 7, Series 3, Series 66, Cash Flow Forecasting, Economic Modeling, International Finance, Economic Research, Relationship Development, International Economics, Asset Management, Corporate Finance, Financial Reporting, Financial Markets, Fixed Income, Equities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2010
Business and Administration, Finance & Accounting
Brophy College Prepatory 2004 — 2007
Scottsdale/Phoenix January 2005 - Present
First Financial Equity Corporation March 2002 - Present
Skills
Strategic Financial..., Small Business, Wealth Management, Retirement Planning, Risk Management, Real Estate, Marketing, Sales, Investments, Financial Analysis, Financial Planning, Team Building
Education
Arizona State University 1979 — 1984
Bachelor's degree, Marketing
Arizona State University
Health Services Advisory Group, Inc. (HSAG) September 2014 - Present
Health Services Advisory Group, Inc. (HSAG) May 2014 - July 2014
Tallwave Capital October 2013 - December 2013
GlyEco May 2013 - July 2013
Axis Appraisal Management Solutions, Inc. April 2013 - June 2013
International Rescue Committee January 2013 - May 2013
First Financial Equity Corporation July 2012 - April 2013
STS Foundation July 2012 - August 2012
Skills
Financial Analysis, Investments, Microsoft Excel, SQL, Accounting, Auditing, Financial Reporting, QuickBooks, Equity Research, R, Pivot Tables, SAS Base, MySQL, Advanced Excel 2010, Portfolio Management, Valuation, Technical Analysis, Candlesticks (Chart..., Sun Accounting System, WinTOTAL 2013 (Real..., StatTools, @Risk, PrecisionTree, Solver, Linear Regression, Minitab, RStudio, Git, Github, SQLite, Ruby on Rails, Data Analysis, PowerPoint, Analytics, Analysis
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Coursera Specialization, Data Mining
Rice University 2014 — 2016
Coursera Specialization, Fundamentals of Computing
Codecademy
The Johns Hopkins University 2014 — 2015
Coursera Specialization, Data Science
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Business Analytics (MS-BA), 4.0/4.0
Arizona State University 2009 — 2012
Bachelor of Science (B.S.), Finance, Magna Cum Laude, August 2012
Arizona State University 2009 — 2012
Bachelor of Science (B.S.), Accountancy, Magna Cum Laude, August 2012
Western Oregon University September 2013 - Present
First Financial Equity Corporation March 2013 - August 2013
Slammers Baseball October 2012 - August 2013
OppenheimerFunds January 2013 - March 2013
OppenheimerFunds October 2012 - January 2013
Self Employed September 2007 - August 2012
Rite of Passage October 2007 - November 2011
Rite of Passage October 2007 - July 2008
Skills
Psychology, Microsoft Word, Customer Service, Microsoft Excel, Community Outreach, Mental Health, Group Therapy, Crisis Intervention, Public Speaking, Adolescents, Psychotherapy, Family Therapy, Mental Health Counseling, Adults, Teaching, Event Management, CBT, Coaching, Case Managment, PowerPoint, Youth Development, Leadership Development, Fundraising
Education
Marshall University 2003 — 2007
Bachelors Degree, Adult Fitness
California First National Bank August 2011 - Present
Law office February 2009 - May 2011
First Financial Equity Corporation September 2009 - December 2009
Merrill Lynch July 2007 - October 2007
Skills
Social Media, Marketing, Customer Service, Leadership, Sales, Business Development, Strategic Planning, PowerPoint, Account Management, Microsoft Excel, Social Networking, Contract Negotiation, Public Speaking, Management, Team Building, Event Planning, Social Media Marketing, Microsoft Office, Salesforce.com, Sales Management, Training, Recruiting, Marketing Communications, New Business Development, Market Research, Cold Calling, Direct Sales, Selling, Team Leadership, Lead Generation, Marketing Strategy, B2B, Finance, Banking, Loans, Credit, Investments, Financial Analysis, Relationship Management, Financial Modeling, Negotiation, Commercial Banking, Financial Services, Strategy, Risk Management, Portfolio Management, Time Management, Microsoft Word, Budgets, Business Strategy
Education
Arizona State University 2005 — 2008
BA, Finance, Political Science
Lincoln Highschool
Magnify It 2014 - Present
Syrinx Group, LLC February 2012 - Present
Raytheon Missile Systems May 2009 - August 2011
First Financial Equity Corporation May 2008 - August 2008
Florida Anodize System & Technologies, Inc June 2005 - September 2007
United States Department of State, Consulate-General May 2004 - August 2004
United States Congress May 2003 - August 2003
Skills
Strategy, Program Management, Cross-functional Team..., Analysis, Business Strategy, Strategic Planning, Leadership, Management Consulting, Negotiation, Management, CRM, Supply Chain Management, Microsoft Office, Business Intelligence, Project Planning, Contract Management, PMO, Competitive Analysis, Marketing, Business Development, Market Analysis, Entrepreneurship, PowerPoint, MS Project, Budgets, Process Scheduler, Competitive Intelligence, Business Analysis, Market Research, Process Improvement, Sales, Integrated Marketing, Finance, Program Planning, Word, Excel, Budgeting, Strategy Development, Microsoft Excel, Microsoft Project, Market Intelligence, Business Planning, Underwater Acoustics, Fundraising
Education
Thunderbird School of Global Management 2007 — 2009
MBA, Global Management
University of Florida 2001 — 2005
BA, History / Political Science
Titanium Falcon Inc. June 2014 - Present
First Financial Equity Corporation November 2013 - January 2014
Creative Studio B June 2013 - August 2013
China Mobile January 2010 - June 2012
Gameloft April 2007 - December 2009
Gameloft March 2006 - March 2007
Skills
Entrepreneurship, Digital Marketing, Data Analysis, Strategy, Project Management, Leadership, Marketing, Software Development, Marketing Strategy, International Business, Visual Design, Information Technology, Market Research, Competitive Analysis, Start-ups, Financial Accounting, Product Marketing, CRM, Business Intelligence, Mathematical Modeling, Mobile Devices, Integrated Marketing, Market Analysis, Analysis, Business Analysis, Cross-functional Team..., Financial Modeling, Business Planning, Business Strategy, Product Management, Business Development, Management Consulting, Management, Marketing Research, Telecommunications, Analytics, Team Leadership, Search Engine..., Mechanical Product..., Corporate Finance
Education
Thunderbird School of Global Management 2012 — 2014
Master of Business Administration (MBA), Business, Management, Finance
Beijing Jiaotong University 2002 — 2006
Bachelor of Science (BS), Information and computing science (Mathematics)
Barclays Wealth and Investment Management March 2014 - Present
Thunderbird School of Global Management August 2012 - April 2014
First Financial Equity Corporation May 2013 - August 2013
CGI June 2010 - June 2012
‘Alcobev’– Alcohol Beverages Business June 2006 - June 2010
Skills
General Administrative..., Testing, Communication Skills, Leadership, Quantitative, Certification Testing, Teamwork, Direct Client..., Analytical Skills, Business Analysis, Analysis, SQL, Project Management, CRM, Data Analysis, Hardwork, Financial Analysis, Entrepreneurship, Team Leadership, Program Management, Cross-functional Team..., Management Consulting, SDLC, Software Project..., Team Management, Banking, Sales, Competitive Analysis, Market Research, Portfolio Management, Project Planning, Risk Management, Business Development, Analytics, Business Process..., Finance
Education
Thunderbird School of Global Management 2012 — 2014
Master of Business Administration (MBA), Global Finance
Sri Bhagawan Mahaveer Jain College 2006 — 2010
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, Distinction
First Financial Equity Corporation April 2009 - Present
UBS August 2003 - April 2009
Merrill Lynch December 1997 - August 2003
Prudential Securities October 1994 - December 1997
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, ETFs, Equities, Fixed Income, Wealth Management..., Asset Allocation, Financial Planners, Series 65
Education
Princeton University 1976 — 1981
A.B., Geological and Geophysical Sciences
Wilmington Friends School 1972 — 1975
High School
Securities Professional June 2011 - Present
MLWade Consulting, LLC June 2010 - August 2011
First Financial Equity Corporation July 2010 - May 2011
Dynamic Wealth Advisors January 2010 - May 2010
Arque Capital Ltd 2008 - 2009
Fox & Company Investments, Inc. 1996 - 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning, Series 63, Private Equity, Alternative Investments, Investments, Financial Services, Securities, Series 7, Retirement, Investment Banking, FINRA, Trading, Financial Advisory, Asset Allocation, Mutual Funds, Hedge Funds, Portfolio Management, Strategic Financial..., Asset Management, Equities, Investment Strategies, Estate Planning, 401k
Education
Wharton Business School 2003 — 2006
CRCP
Grand Canyon University
Weiskittel Consulting, LLC 2004 - Present
Weiskittel CPA, PLLC 2009 - Present
The Crossroads Inc. April 2011 - June 2013
SHR Perceptual Management 2001 - 2004
Con Estilo Latino, Inc. & Pezgordo, Inc. 1998 - 2001
First Financial Equity Corporation 1996 - 1999
Ernst & Young 1993 - 1996
Skills
Strategic Planning, Strategic Thinking, Business Strategy, Business Process..., Strategy, Entrepreneurship, Business Planning, Consulting, Management, Financial Analysis, Financial Modeling, Management Consulting, Mergers & Acquisitions, Finance, Due Diligence, Strategic Financial..., Start-ups, Managerial Finance, Marketing, Marketing Strategy, Business Development, Executive Management, Market Research, Venture Capital, Project Planning
Education
University of Arizona 1989 — 1992
B.S. Accounting, Magna Cum Laude
Santa Clara University 1988 — 1989
Brophy College Preparatory 1984 — 1988
Morton Wealth Management July 2013 - Present
Level Four Advisory Services, LLC July 2013 - Present
First Financial Equity Corporation February 2007 - June 2013
Merrill Lynch 2001 - 2007
Leapnet 1999 - 2001
Pegasus Solutions 1996 - 1999
Skills
Mutual Funds, Alternative Investments, Series 63, Investments, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Tax, Retirement, Strategic Financial..., Estate Planning, Series 7
Education
The University of Dallas 1984 — 1986
MBA, MIS, Business
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
First Financial Equity Corporation February 2007 - Present
Stanford Group Company January 1999 - May 2005
UBS March 1990 - January 1999
EF Hutton Corp February 1983 - January 1990
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Insurance, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Estate Planning, Series 24, Series 63, Series 65, Legacy Planning, Investment Strategies, Investment Management, Wealth Management..., Finance, Asset Management, Alternative Investments, Plannning, Financial Services
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1981
BS/BA, ECONOMICS
University of Colorado at Boulder 1976 — 1981
Economics, International Banking
Cornerstones Financial Wealth Advisory Group January 2013 - Present
First Financial Equity Corporation August 2013 - December 2014
Skills
Financial Analysis, Personal Financial..., Investment Advisory..., Estate Planning, 401k Rollovers, Creative Insurance..., Life Insurance, Long-term Care
Education
Arizona State University 1995 — 1998
Communication and Media Studies
Moorpark College 1993 — 1995
First Financial Equity Corporation September 2008 - Present
Morgan Stanley July 1993 - September 2008
Shearson Lehman Brothers May 1987 - July 1993
Skills
Financial Planning, Wealth Management, Portfolio Management, Leadership, Series 7, Finance, Mutual Funds, Retirement, Investments, Retirement Planning
Education
Montana State University-Bozeman 1973 — 1978
BS Political Science, Political Science and Government- Business & Economics
Park City High School 1969 — 1973
Sourcing Industry Group June 2013 - Present
Stevens & Lee May 2011 - May 2013
Orion Global Commerce, LLC July 2010 - April 2011
First Financial Equity Corporation May 2009 - August 2009
Morgan, Lewis & Bockius LLP September 2003 - June 2008
TSA June 2002 - December 2002
CIGNA March 2001 - September 2001
Verizon March 1999 - September 2000
Skills
Project Management, Marketing, Contract Negotiation, Due Diligence, Business Strategy, Strategic Planning, Market Research, Business Development, Negotiation, Financial Analysis, Strategy, Analysis, Management Consulting, Training, Start-ups, Competitive Analysis, Cross-functional Team..., Salesforce.com, Entrepreneurship, Management, Sales, Process Improvement, Business Planning, Program Management, CRM, Leadership, Investments, Risk Management, Finance
Education
Thunderbird School of Global Management 2008 — 2010
MBA
Drexel University 1997 — 2002
BS
Cherry Hill High School East 1993 — 1997
Harvest Furniture April 2015 - Present
Harvest Furniture December 2014 - April 2015
BNY Mellon August 2013 - December 2014
BNY Mellon May 2013 - July 2013
Miller/Russell & Associates November 2012 - April 2013
First Financial Equity Corporation August 2012 - November 2012
Honeywell Aerospace May 2012 - August 2012
Avnet November 2011 - May 2012
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Customer Service, Financial Analysis, PowerPoint, SAP, Essbase, Morningstar Direct, Advent Axys
Education
Cañada College 2015 — 2017
Interior Design
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelor's Degree, Finance
First Financial Equity Corporation September 2013 - November 2013
Navigant Consulting April 2012 - January 2013
Zen Project November 2008 - March 2009
AES-SONEL July 2007 - September 2007
SAGA Cameroon July 2005 - August 2005
Skills
Budgeting, Financial Analysis, International Business, Intercultural..., Corporate Finance, Strategic Planning, Business Strategy, Negotiation, Valuation, Excel, SPSS, Risk Management, Budgets, Accounting, Management, Microsoft Excel, Financial Modeling, Investments, Finance, Portfolio Management
Education
Thunderbird School of Global Management 2013 — 2014
Master of Business Administration (M.B.A.), Global Finance
Thunderbird School of Global Management 2010 — 2011
MS, Global Management
Universite Catholique d'Afrique Centrale 2006 — 2008
Master's Degree, Human Resources Management
Catholic University of Central Africa 2003 — 2006
Bachelor's Degree, Social Sciences
First Financial Equity Corporation October 2006 - Present
Morgan Stanley January 1992 - April 2006
Dean Witter January 1992 - June 1997
Cohig and Associates, Stockbroker 1991 - 1992
Spicer Real Estate-Aspen 1988 - 1991
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Management, Bonds, Managed Futures, Stocks, Structured Products, Series 7, Wealth Management, ETFs, ERISA 408 (g) ..., UMA
Education
Syracuse University 1982 — 1982
State University of New York College at Cortland 1977 — 1981
First Financial Equity Corporation August 2009 - May 2010
Singh Medical Clinic February 2002 - August 2009
Education
Arizona State University 2007 — 2008
Bachelor of Science, Global Business (Financial Management)
AXA Advisors 2003 - Present
First Financial Equity Corporation 2001 - 2002
Western Federal Group 1987 - 2001
Kemper Financial Serices 1984 - 1987
Skills
Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing - Product Management
Saint Xavier University
BS, Management
Jim Click Automotive Team February 2010 - Present
First Financial Equity Corporation October 2002 - April 2010
Prudential Financial October 1999 - October 2002
Education
University of Arizona 1978 — 1982
B.S Econ, Economics, Finance, Psychology
HomeAdvisor June 2015 - Present
USDA, APHIS September 2012 - May 2015
Rocky Mountain Student Media Corp. January 2012 - December 2013
First Financial Equity Corporation May 2012 - August 2012
Skills
Economics, Search Engine Marketing, Econometrics, Economic Research, Economic Data Analysis, Agricultural Economics, Microsoft Excel, Photography, Graphic Design, Photoshop, Horticulture, Agriculture, Sustainability, Editing, Digital Photography, Adobe Creative Suite, Magazines, Social Media, Social Media Marketing, Team Leadership, Written Communication, Communication, Leadership, Teamwork, Microsoft Office
Education
Colorado State University 2010 — 2014
Bachelor's Degree, Economics
Red Rocks Community College 2008 — 2010
Photography
First Financial Equity Corporation July 2014 - Present
Merril Lynch Inc February 2009 - October 2012
Morgan Stanley 1999 - 2009
Skills
Leadership, Management, Training
Education
Dillard University 1973 — 1979
Bachelor of Science, Accounting, Accounting and Finance
ACSS May 2014 - Present
First Financial Equity Corporation February 2014 - May 2014
Miller Russell Associates September 2013 - January 2014
Morgan Stanley May 2013 - July 2013
Skills
Microsoft Excel, Time Management, PowerPoint, Leadership, Teamwork, Project Analysis, Financial Analysis, Project Management
Education
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Jess Schwartz Academy 2007 — 2011
High School Diploma
CareFusion (now Becton Dickinson) September 2013 - December 2013
First Financial Equity Corporation April 2011 - October 2012
USMC (Department of Defense) June 2004 - April 2011
Skills
Microsoft Excel, Auditing, Accounting, PowerPoint, Financial Analysis, Leadership, Financial Modeling, Financial Accounting, Investments, Internal Audit, Financial Reporting, Finance, Visual Basic, SQL, Analysis, Account Reconciliation, Microsoft Word, Microsoft Office
Education
University of San Diego 2011 — 2014
Bachelors of Accountancy, Bachelors of Finance
First Financial Equity Corporation September 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2009
A.G. Edwards & Sons, Inc. February 1999 - July 2006
Wells Fargo Bank July 1994 - February 1999
Skills
Loans, Finance, Insurance, Financial Services, Banking, Life Insurance, Business Development, Management, Portfolio Management, Wealth Management, Series 7, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service
Education
Arizona State University - W. P. Carey School of Business 1992 — 1995
Management, Business, Computer Information Systems
Douglas High 1983 — 1986
First Financial Equity Corporation May 2012 - Present
Elevations Credit Union June 2009 - May 2012
Merrill Lynch December 2007 - December 2008
Morgan Stanley January 2004 - December 2007
Washington Mutual June 2002 - December 2003
Marsh March 1999 - June 2002
Skills
Finance, Investments, Wealth Management, Management, Series 7, Leadership, Mutual Funds, Financial Planning, Financial Services, Financial Analysis
Education
University of Colorado Denver 1995 — 1999
MBA, General
William & Mary
BA, English
myThings May 2015 - Present
MyBuys April 2014 - April 2015
MyBuys January 2014 - March 2014
MyBuys April 2013 - December 2013
PetKey February 2012 - April 2013
SkyMall June 2011 - December 2011
All Terrain April 2011 - December 2011
Phoenix Coyotes October 2009 - December 2011
First Financial Equity Corporation April 2010 - August 2010
Central Hockey League October 2009 - June 2010
Education
Arizona State University, W. P. Carey School of Business
BS & BA, Marketing, Business Law, International Business (cert.)
Eastern Michigan University
Marketing
VirtualPBX August 2014 - Present
Specialized Bicycle Components April 2012 - August 2014
4 Peaks Racing August 2008 - March 2012
Lorand, LLC November 2005 - August 2009
First Financial Equity Corporation May 2004 - December 2006
Skills
Marketing, Social Media Marketing, Social Media, Public Relations, Marketing Strategy, Sports Marketing, Event Planning, Marketing Communications, Copywriting, Sales, Customer Service, Social Networking, Copy Editing, Leadership, Press Releases, Sports, Event Management, Product Marketing, Facebook, Customer Retention, Corporate Communications, Management, Nonprofits, Email Marketing, Inbound Marketing, Outbound Marketing, Crisis Management, Executive-level..., Financial Analysis, Corporate Finance, Strategy, Sales Operations, Awesomeness, Public Speaking
Education
Arizona State University 2008 — 2011
Bachelor of Science (BS), Sociology, Cum Laude
Arizona State University 2008 — 2011
Bachelor of Arts (BA), Broadcast Journalism, Cum Laude
Scottsdale Community College 2005 — 2007
AA, Journalism, Magna Cum Laude
Bella Monte Recovery Center January 2013 - Present
Symbius Financial June 2008 - February 2014
Lorand LLC August 2003 - April 2010
First Financial Equity Corporation August 1998 - September 2004
Skills
Payroll Taxes, Cash Management, Hedge Funds, Mergers, Retirement, Financial Planners, Financial Reporting, Divestitures, Tax, Budgets, Human Capital, 401k
Education
Northern Arizona University 1980 — 1984
n/a, Accounting
Northern Arizona University
Van Houten & Associates, Inc. March 2005 - Present
First Financial Equity Corporation November 2001 - March 2005
West America Investment Group March 1998 - November 2001
Dain Rauscher November 1995 - March 1998
Joseph Charles & Associates August 1994 - November 1995
Skills
Registered Investment..., Strategic Financial..., Investments, Training, Retirement, Finance, Retirement Planning
Education
Arizona State University
Bachelor's degree, Business/Finance
Brophy College Preparatory; Phoenix, AZ
St. Mary's Catholic High School; Phoenix, AZ
Ducera Partners LLC June 2015 - Present
Cave Creek Capital Management November 2014 - June 2015
CKS Advisors LLC March 2014 - November 2014
STORE Capital February 2014 - May 2014
Brown Gibbons Lang & Company January 2013 - May 2013
First Financial Equity Corporation October 2012 - December 2012
KVS Hotels January 2010 - January 2010
Skills
Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, Finance, Equities, Valuation, Public Speaking, Investments, PowerPoint
Education
Arizona State University 2012 — 2016
Bachelor's Degree, Finance, Philosophy (minor)
First Financial Equity Corporation July 2009 - Present
Merrill Lynch March 2001 - July 2009
Skills
Retirement, Risk Management, Asset Managment, Mutual Funds, Banking, Asset Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Securities, Portfolio Management, Financial Advisory, Investments, Series 7, Series 63, Financial Services, Financial Planning
Education
George Mason University 1975 — 1979
Bachelor of Arts (B.A.), English Literature
Fuller Wealth Management LLC May 2011 - Present
Concert Wealth Management, Inc. 2011 - 2013
First Financial Equity Corporation March 2011 - June 2011
Edward Jones May 2008 - March 2011
Phoenix Suns January 2008 - April 2008
Kenyon Construction Inc October 2004 - April 2008
Skills
Strategic Financial..., Wealth Management, Investments, Advertising, Portfolio Management, Finance, Retirement Planning, Program Management, Estate Planning, Small Business, Investment Strategies, Mutual Funds, Management, Asset Management, Life Insurance, Asset Allocation, Series 7, Series 63, Retirement, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory, Fixed Income, Investment Management, Uniform Combined State..., Financial Planning
Education
Arizona State University 2006 — 2008
Bachelor of Arts (B.A.), Business/Corporate Communications
Mesa Community College 2004 — 2006
Associate's degree, General Studies
First Financial Equity Corporation August 2007 - Present
USA September 1987 - September 1991
Skills
Registered Investment..., Investments, Stocks, Stock Trading, Investment Advisory..., Equities, Stock Management, Asset Managment, Portfolio Management, Estate Planning, Strategic Financial..., Bonds, Fixed Income, Options, Series 65, FINRA, 529 Plans, Long-term Care, REIT, Stock Market, Stock Picking, Stock Exchange, Variable Annuities, Investment Management, CDS, Morningstar, Trading, US Treasuries, Life Insurance, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Series 63, Retirement
Education
College for Financial Planning 1998 — 1999
Accredited Asset Management Specialist, Financial Mathematics
University of Phoenix 1992 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Dale & Jax Door & Glass Inc. September 2013 - Present
First Financial Equity Corporation October 2012 - August 2013
Skills
Series 7, Series 66, Life Insurance, Long Term Care Insurance, Finance, Retirement Planning, Uniform Combined State...
Education
Billings West High School
Montana State University-Billings
Bachelor of Science, Finance and Business Economics
First Financial Equity Corporation April 2009 - Present
Skills
Asset Allocation, Portfolio Management, Independent Financial..., Wealth Management, Municipal Bonds, Government Securities, Mutual Funds, Retirement Planning, 401k, SEP IRA, Separately Managed..., Investment Advisory..., Variable Annuities, Fixed Annuities, Life Insurance, Long-term Care, Alternative Investments, Series 7, Series 63, Series 65, Series 9 & 10, Series 24, Long-term Customer...
Education
Armstrong Atlantic State University 1977 — 1981
Chemistry and Mathematics
First Financial Equity Corporation November 2010 - Present
Wells Fargo Advisors LLC October 2006 - November 2010
KMD Architects September 2001 - June 2004
Arrival Communications, Inc. July 2000 - March 2001
PG&E Energy Services November 1998 - July 2000
O'Brien-Kreitzberg, Inc. June 1989 - November 1998
Woodward-Clyde Consultants March 1986 - October 1988
Morrison Knudsen Corporation January 1977 - March 1986
Morrison Knudsen 1977 - 1986
Skills
Strategy, Management, Finance, Budgets, Start-ups, Investments, Strategic Financial..., Marketing, Financial Reporting, Accounting, Internal Controls, Auditing
Education
Boise State University 1976 — 1979
Masters Coursework
California State University-Northridge 1973 — 1975
MBA Coursework
University of California, Los Angeles 1969 — 1973
B.A.
Chatsworth High School 1966 — 1969
High School Diploma, College Preparatory Science Major
First Financial Equity Corporation February 2008 - Present
Skills
Retirement, Investment Strategies, Financial Advisory, Certified Divorce..., Finance, Series 7, Asset Allocation, Insurance, Retirement Planning, Investment Advisory, Wealth Management
Education
The Institute for Divorce Financial Analyst, Inc. 2012 — 2013
Certified Divorce Financial Analyst
Texas Christian University - M.J. Neeley School of Business 2004 — 2004
Certified Financial Planner Designation
University of North Texas 1996 — 1997
Paralegal Certification Program
College For Financial Planning
Certified Financial Planner Designation
First Financial Equity Corporation December 2002 - Present
Pegasus Vaulting Supply January 1994 - Present
Merrill Lynch June 2000 - November 2002
Siemens Corporation May 1994 - June 1999
Friedrich List Foundation September 1987 - June 1989
IBM April 1986 - August 1987
Hewlett-Packard January 1984 - August 1985
Skills
Personal Financial..., Strategic Financial..., Wealth Management, Investment Advisory..., Portfolio Management, Investments, Financial Analysis, Series 7
Education
University of Tübingen 1985 — 1991
Diplom-Kaufmann, Planning & Organization, Statistics, Computer Science
San Francisco State University, College of Business 1989 — 1990
International Finance, Strategic Planning, Japanese
First Financial Equity Corporation 2014 - 2014
Edward Jones August 2006 - 2014
Hudson Highland Group 2001 - 2006
Hudson Financial Solutions 2001 - 2006
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Northern Illinois University 1989 — 1991
Accounting
HR Workplace Services, Inc. November 2013 - Present
First Financial Equity Corporation May 2012 - January 2014
Lennar Homes December 2004 - December 2011
KB Home 1998 - 2004
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
MBA, Execuitve MBA
University of Maryland College Park 1986 — 1989
BS, Business
UMB Bank 2015 - Present
First Financial Equity Corporation 2014 - 2015
J.P. Morgan Asset Management 2010 - 2014
Dreman Value Management 2006 - 2009
Morningstar 2001 - 2006
T Rowe Price 1998 - 2000
Skills
Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds, Fixed Income, Investments, Securities, Finance, Investment Advisory, Wealth Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance and Investments
Loyola University Maryland 1996 — 1998
BBA, Finance
Saint Joseph's University 1994 — 1996
Wilde Wealth Management January 2008 - Present
First Financial Equity Corporation November 2001 - January 2008
Education
Northern Illinois University 1994 — 1998
First Financial Equity Corporation October 2010 - Present
Merrill Lynch Global Wealth January 2004 - July 2008
Skills
Series 7, Investment Strategies, Series 63, Asset Allocation, Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement, Securities, Asset Management, Retirement Planning, Investment Advisory, Strategic Financial..., Equities, Bonds, Financial Planning
Education
DePaul University
Drake University
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Public Trust Advisors April 2014 - Present
The PFM Group April 2012 - February 2014
First Financial Equity Corporation May 2010 - April 2012
Morgan Stanley January 2006 - May 2010
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Strategic Financial..., Financial Planning, Asset Management, Fixed Income, Risk Management
Education
University of Rhode Island 2001 — 2005
Business Administration, Management & FInance
South High School - Denver 1997 — 2001
US Airways March 2011 - Present
TSYS January 2010 - March 2011
Entrepreneurship Opportunity Fund I, LP August 2009 - December 2009
First Financial Equity Corporation August 2008 - December 2008
Mahindra & Mahindra (Automotive Sector) August 2006 - January 2008
Mahindra and Mahindra (Automotive Sector) August 2005 - July 2006
Skills
Equity Research, Financial Modeling, Valuation, Corporate Finance, Emerging Markets, Portfolio Management, Financial Analysis, Bloomberg, Risk Management, Financial Statement..., Project Finance, Business Valuation, Asset Managment, Private Equity, Foreign Exchange, NPV, Business Analysis, Investment Banking, Business Strategy, Due Diligence, Leadership, Finance, Strategy, Capital Budgeting
Education
Thunderbird School of Global Management 2008 — 2009
Master of Business Administration (MBA), Finance
M.B.M. Engineering College 2001 — 2005
B.E., Production And Industrial Engineering
Deutsche Bank June 2008 - August 2008
First Financial Equity Corporation December 2007 - January 2008
Marubeni Corporation April 2002 - June 2007
Education
Thunderbird School of Global Management 2007 — 2009
MBA, Finance
Kyoto University 1997 — 2002
Bachelor of Agriculture, Accuracy of GPS in Forest Environments
Wilenchik & Bartness Law Office October 2012 - Present
U.S. Department of Education January 2012 - May 2012
Discrimination Clinic August 2010 - May 2012
Lambda Legal June 2011 - August 2011
O'Halloran, Kosoff, Geitner and Cook January 2011 - May 2011
Maricopa County Attorney's Office Juvenile Division June 2010 - August 2010
MassMutual July 2008 - August 2009
The Chess Emporium March 2003 - August 2009
First Financial Equity Corporation February 2006 - May 2008
Arizona State University August 2007 - December 2007
Skills
Analysis, Portfolio Management, Microsoft Office, Financial Analysis, Litigation, Legal Research, Legal Writing, Due Diligence, Commercial Litigation, Nonprofits
Education
University of Chicago Law School 2009 — 2012
Juris Doctor, Law
Arizona State University 2005 — 2009
Bachelor of Science, Finance and Management
Arizona State University - W. P. Carey School of Business 2005 — 2009
BS, Finance & Management
First Financial Equity Corporation June 2001 - Present
Western Federal Group September 1991 - June 2001
Skills
Retirement Planning, Series 7, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Wealth Management...
Education
Iowa State University - College of Business 1987 — 1991
Finance
On Road Technologies July 2011 - Present
First Financial Equity Corporation May 2010 - Present
Huangshansong Liquor Co., Ltd. January 2007 - June 2008
Zijing Beer Co., Ltd April 2004 - December 2006
Shenzhen TP-LINK Technology Co., Ltd. July 2000 - March 2004
Skills
Financial Modeling, Investments, Product Development, Business Strategy, Software Development, Supply Chain Management
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Supply Chain and Marketing
Thunderbird School of Global Management 1940 — 2010
Thunderbird School of Global Management 2000 — 2007
Thunderbird School of Global Management 2000 — 2007
MBA, Global Management
Hefei University of Technology 1996 — 2000
Bachelor, Computer Science
First Financial Equity Corporation August 2011 - Present
Education
University of Denver 1956 — 1958
BA, Journalism
Trinidad Stat Junior Collete 1954 — 1956
AA, Liberal Arts
First Financial Equity Corporation February 2015 - Present
First Financial Equity Corporation Advisory Group, dba Denver Private Wealth Management May 2014 - February 2015
CAbi Factory Store July 2012 - May 2014
Anderson Directory Sales October 2011 - March 2012
Verecloud, Inc. August 2007 - September 2011
Legacy Directories 2007 - 2008
APG Security, Inc. February 2001 - July 2001
APG Security, Inc. 1999 - 2001
APG Security, Inc. 1996 - 1999
APG Security, Inc. 1995 - 1996
Skills
Management, Customer Service, Leadership, Marketing, Program Management, Project Management, Team Building, Sales, Social Media, Account Management
Education
Regis University 1991 — 1991
Rockhurst College 1988 — 1991
Communication
First Financial Equity Corporation February 2011 - Present
RBC Wealth Management June 2006 - January 2011
Banc of America Wealth & Investment Management October 2001 - May 2006
Bank of America Securities August 2000 - October 2001
Skills
Series 7, Fixed Income, Equities, Portfolio Management, Series 63, Investments, Wealth Management, Bloomberg, Securities, Bonds, Trading, Mutual Funds, Financial Modeling
Education
Gonzaga University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Economics
First Financial Equity Corporation March 2015 - Present
Rogers & Kirby November 2013 - March 2015
United Planners Financial Services May 2011 - October 2013
The Householder Group February 2007 - May 2011
SagePoint Financial February 2004 - October 2007
Skills
Series 7, FINRA, Investment Advisory, Financial Services, Securities, Investments, Mutual Funds, Series 63, Marketing, Training, Series 24, Wealth Management, Alternative Investments, Strategic Financial..., Asset Management, Project Management, Insurance, Recruiting, Financial Planning, Due Diligence, Highly detail oriented, analytical problem..., Asset Managment, Access, branch office auditing
Education
University of Phoenix 2004 — 2011
Bachelors of Business, Accounting
Bechtel Corporation May 2011 - Present
Bechtel Corporation March 2011 - May 2011
Bechtel Corporation January 2011 - March 2011
First Financial Equity Corporation September 2010 - January 2011
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Due Diligence, Forensic Accounting, Process Improvement, Financial Reporting, Financial Accounting, Accounting, Cost Accounting, Microsoft Excel, Internal Controls, PowerPoint, Lean Six Sigma, Portfolio Management, International Business, Valuation, Management, Analysis, Financial Risk, Account Reconciliation, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
Bs, Economics, Finance
University of North Carolina 2006 — 2007
Finance
PGR Solutions 2010 - Present
First Financial Equity Corporation 2005 - 2010
Morgan Stanley/Dean Witter June 1970 - December 2005
Skills
Wealth Management, Asset Allocation, Alternative Investments
Education
The University of Kansas 1953 — 1957
BA, Business
First Financial Equity Corporation March 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Ametek Specialty Metals 1974 - 2006
United Nuclear Corporation June 1966 - January 1974
United States Army August 1969 - February 1972
Education
Quinnipiac University - School of Business 1980 — 1986
B. S. Fin'l Mgmt., Financial Management
First Financial Equity Corporation August 2005 - Present
Morgan Stanley November 1983 - August 2005
Skills
Financial Analysis, Equities, Strategic Financial..., Valuation, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Research, Mutual Funds, Alternative Investments, Retirement Planning
Education
Cal State Hayward 1970 — 1976
BS/MBA, Accounting/Finance
First Financial Equity Corporation August 2009 - Present
Skills
Investments, Wealth Management, Portfolio Management, Risk Management, Strategic Financial..., Series 7, Finance, Asset Management, Alternative Investments, Banking
Education
Temple University
Bachelor's degree, Business Administration and Management, General
First Financial Equity Corporation Office ManagerWestern Financial Planning Corp.January 2001 - August 2011
Education
University of California, Los Angeles
Sociology
First Financial Equity Corporation May 1999 - Present
Education
Arizona State University, W. P. Carey School of Business 1989 — 1993
Bachelor of Science (BS), Purchasing, Procurement/Acquisitions and Contracts Management
First Financial Equity Corporation September 2008 - Present
Education
Montana State University-Billings 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Metropolitan State University of Denver 1998 — 2000
First Financial Equity Corporation November 2013 - Present
Charles Schwab 1996 - November 2013
Skills
Investment Advisory, Retirement Planning, 401k Rollovers, Stock Picking
Education
Arizona State University 1989 — 2003
Bachelor's Degree, W.P. Carey School of Business
Central High School PHX, AZ. 1982 — 1985