First Financial Equity Corporation

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First Financial Equity Corporation Employees

Employee
Years
Job
Industry
Wenyi (Owen) Zhao Wenyi (Owen) Zhao Phoenix, Arizona Area Details
Wenyi (Owen) Zhao's First Financial Equity Corporation Experience June 2013 - August 2013
Job Portfolio Analyst at AZ Public Safety Personnel Retirement System
Industry Financial Services
Experience
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

Kevin Krone Kevin Krone Phoenix, Arizona Area Details
Kevin Krone's First Financial Equity Corporation Experience December 2013 - Present
Job Financial Accounting Assistant at First Financial Equity Corporation
Industry Financial Services
Experience
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

Abdul Ghani Popal Abdul Ghani Popal Phoenix, Arizona Area Details
Abdul Ghani Popal's First Financial Equity Corporation Experience May 2015 - July 2015
Job MBA | Fulbright Scholar | Portfolio Analyst | Financial Analyst | Strategist | Entrepreneur
Industry Financial Services
Experience
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

Jesse Gift Jesse Gift Scottsdale, Arizona Details
Jesse Gift's First Financial Equity Corporation Experience December 2013 - Present
Job Student at Arizona State University
Industry Financial Services
Experience
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

Kathy Bax Kathy Bax Las Vegas, Nevada Area Details
Kathy Bax's First Financial Equity Corporation Experience July 2005 - April 2009
Job Referral Program Manager at The Blue Store, LLC
Industry Management Consulting
Experience
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

Joe Nagel Joe Nagel Gilbert, Arizona Details
Joe Nagel's First Financial Equity Corporation Experience May 2014 - August 2014
Job Analyst, Alternative Investments
Industry Financial Services
Experience
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

Molly Eckert Molly Eckert Phoenix, Arizona Area Details
Molly Eckert's First Financial Equity Corporation Experience July 2014 - Present
Job Registered Sales Assistant at First Financial Equity Corporation
Industry Financial Services
Experience
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

Jennifer Frey Jennifer Frey Greater Denver Area Details
Jennifer Frey's First Financial Equity Corporation Experience October 2010 - Present
Job Senior Account Executive at Lindau Capital Management
Industry Financial Services
Experience
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

Todd Desberg Todd Desberg Scottsdale, Arizona Details
Todd Desberg's First Financial Equity Corporation Experience February 2013 - Present
Job Financial Advisor, Vice President Investments with First Financial Equity Corporation
Industry Financial Services
Experience
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

Christian Lelash Christian Lelash Dallas, Texas Details
Christian Lelash's First Financial Equity Corporation Experience February 2008 - August 2012
Job Associate at Dave PerryMiller Real Estate
Industry Investment Management
Experience
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

Jeffrey Schreiner Jeffrey Schreiner San Jose, California Details
Jeffrey Schreiner's First Financial Equity Corporation Experience August 2002 - January 2003
Job Director, Investor Relations at EZchip Semiconductor
Industry Computer Networking
Experience
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

Cortnie Lomas Cortnie Lomas Dallas, Texas Details
Cortnie Lomas's First Financial Equity Corporation Experience May 2012 - January 2014
Job Partner / Vice President at QuadCap Wealth Management, LLC
Industry Financial Services
Experience
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

Marie Sinnema, CPA Marie Sinnema, CPA Greater Chicago Area Details
Marie Sinnema, CPA's First Financial Equity Corporation Experience February 2008 - May 2008
Job at
Industry Accounting
Experience
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

Kirk Nehdar Kirk Nehdar Dallas/Fort Worth Area Details
Kirk Nehdar's First Financial Equity Corporation Experience April 2008 - December 2011
Job Sr. Regional Sales Manager at Set Solutions, Inc.
Industry Computer Software
Experience
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

Blake Behrens Blake Behrens Santa Monica, California Details
Blake Behrens's First Financial Equity Corporation Experience August 2011 - November 2011
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
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

Matt Munn Matt Munn Scottsdale, Arizona Details
Matt Munn's First Financial Equity Corporation Experience March 2002 - Present
Job Financial Planner at First Financial Equity Corporation
Industry Financial Services
Experience
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

Linghuan Zeng Linghuan Zeng Phoenix, Arizona Area Details
Linghuan Zeng's First Financial Equity Corporation Experience July 2012 - April 2013
Job Informatics Analyst at Health Services Advisory Group, Inc. (HSAG) and big Data Enthusiast and Maker
Industry Information Technology and Services
Experience
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

Abigail Farler Abigail Farler Monmouth, Oregon Details
Abigail Farler's First Financial Equity Corporation Experience March 2013 - August 2013
Job Assistant Softball Coach Western Oregon University
Industry Sports
Experience
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

Allen Steigerwald Allen Steigerwald Irvine, California Details
Allen Steigerwald's First Financial Equity Corporation Experience September 2009 - December 2009
Job California First National Bank
Industry Banking
Experience
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

Neel Patel Neel Patel Washington D.C. Metro Area Details
Neel Patel's First Financial Equity Corporation Experience May 2008 - August 2008
Job CEO & Founder at Magnify It
Industry Internet
Experience
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

Juan Guo Juan Guo San Francisco Bay Area Details
Juan Guo's First Financial Equity Corporation Experience November 2013 - January 2014
Job Gaming Wearable Startup
Industry Information Technology and Services
Experience
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)

Ishaanee Venkatesh Ishaanee Venkatesh Phoenix, Arizona Area Details
Ishaanee Venkatesh's First Financial Equity Corporation Experience May 2013 - August 2013
Job Private Banker, Barclays
Industry Financial Services
Experience
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

David B. Siebert, Jr. David B. Siebert, Jr. Greater Denver Area Details
David B. Siebert, Jr.'s First Financial Equity Corporation Experience April 2009 - Present
Job First Vice President
Industry Financial Services
Experience
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

Mary L. Wade Mary L. Wade Phoenix, Arizona Details
Mary L. Wade's First Financial Equity Corporation Experience July 2010 - May 2011
Job Consultant
Industry Financial Services
Experience
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

Rand Weiskittel Rand Weiskittel Phoenix, Arizona Area Details
Rand Weiskittel's First Financial Equity Corporation Experience 1996 - 1999
Job * Management Advisory Services
Industry Management Consulting
Experience
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

G. Brent Morton G. Brent Morton Dallas/Fort Worth Area Details
G. Brent Morton's First Financial Equity Corporation Experience February 2007 - June 2013
Job Senior Wealth Manager
Industry Financial Services
Experience
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

George Lares-Karageorgis George Lares-Karageorgis Greater Denver Area Details
George Lares-Karageorgis's First Financial Equity Corporation Experience February 2007 - Present
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
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

Scott McLaine Scott McLaine Scottsdale, Arizona Details
Scott McLaine's First Financial Equity Corporation Experience August 2013 - December 2014
Job Planning Your Financial Future ✔ Investment Advice ✔ Creative & Tax Saving Insurance Solutions
Industry Financial Services
Experience
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

Randy Sitzman Randy Sitzman Billings, Montana Details
Randy Sitzman's First Financial Equity Corporation Experience September 2008 - Present
Job Executive VP at First Financial Equity Corporation
Industry Financial Services
Experience
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

Snehal P. Sindhvad Snehal P. Sindhvad Philadelphia, Pennsylvania Details
Snehal P. Sindhvad's First Financial Equity Corporation Experience May 2009 - August 2009
Job Director of Member Services at SIG (Sourcing Industry Group)
Industry Civic & Social Organization
Experience
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

Sarah Keeney Sarah Keeney San Francisco Bay Area Details
Sarah Keeney's First Financial Equity Corporation Experience August 2012 - November 2012
Job Interior Designer at Harvest Furniture
Industry Design
Experience
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

Cédric Demanou Cédric Demanou Glendale, Arizona Details
Cédric Demanou's First Financial Equity Corporation Experience September 2013 - November 2013
Job MBA Global Finance'14, Thunderbird School of Global Management
Industry Financial Services
Experience
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

Robert Spicer Robert Spicer Greater Denver Area Details
Robert Spicer's First Financial Equity Corporation Experience October 2006 - Present
Job Executive Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
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

Vick Sandhu Vick Sandhu Greater Chicago Area Details
Vick Sandhu's First Financial Equity Corporation Experience August 2009 - May 2010
Job Investment Management Associate
Industry Investment Management
Experience
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)

Thomas F. Lamson Thomas F. Lamson Greater Chicago Area Details
Thomas F. Lamson's First Financial Equity Corporation Experience 2001 - 2002
Job Lead Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
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

Barry Guimont Barry Guimont Tucson, Arizona Area Details
Barry Guimont's First Financial Equity Corporation Experience October 2002 - April 2010
Job Sales Consultant at Jim Click Automotive Team
Industry Automotive
Experience
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

John Sheesley John Sheesley Greater Denver Area Details
John Sheesley's First Financial Equity Corporation Experience May 2012 - August 2012
Job Internet Marketing Analyst Intern at HomeAdvisor
Industry Marketing and Advertising
Experience
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

Terrance (Terry) Wilkerson Terrance (Terry) Wilkerson Dallas, Texas Details
Terrance (Terry) Wilkerson's First Financial Equity Corporation Experience July 2014 - Present
Job Sr. Vice President Wealth Management Advisor First Financial Equity Corporation
Industry Financial Services
Experience
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

Elai Lustgarten Elai Lustgarten Scottsdale, Arizona Details
Elai Lustgarten's First Financial Equity Corporation Experience February 2014 - May 2014
Job Financial Project Analyst (intern)
Industry Financial Services
Experience
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

Daniel Hartley Daniel Hartley San Diego, California Details
Daniel Hartley's First Financial Equity Corporation Experience April 2011 - October 2012
Job Graduated
Industry Accounting
Experience
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

Rob Huish Rob Huish Phoenix, Arizona Area Details
Rob Huish's First Financial Equity Corporation Experience September 2009 - Present
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
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

Jeff Elinsky Jeff Elinsky Greater Denver Area Details
Jeff Elinsky's First Financial Equity Corporation Experience May 2012 - Present
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
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

Rodney Stewart Rodney Stewart Phoenix, Arizona Area Details
Rodney Stewart's First Financial Equity Corporation Experience April 2010 - August 2010
Job eCommerce, Marketing Professional
Industry Internet
Experience
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

Dan Quick Dan Quick San Francisco, California Details
Dan Quick's First Financial Equity Corporation Experience May 2004 - December 2006
Job Jack of All Trades, Master of Fun
Industry Marketing and Advertising
Experience
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

Randy Humphrey Randy Humphrey Scottsdale, Arizona Details
Randy Humphrey's First Financial Equity Corporation Experience August 1998 - September 2004
Job CoFounder CEO
Industry Mental Health Care
Experience
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

Timothy Van Houten Timothy Van Houten Phoenix, Arizona Details
Timothy Van Houten's First Financial Equity Corporation Experience November 2001 - March 2005
Job Founder, President at Van Houten & Associates, Inc.
Industry Financial Services
Experience
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

Kishan Patel Kishan Patel Phoenix, Arizona Area Details
Kishan Patel's First Financial Equity Corporation Experience October 2012 - December 2012
Job Undergrad at Arizona State University
Industry Investment Banking
Experience
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)

Charles Willoughby Charles Willoughby Paradise Valley, Arizona Details
Charles Willoughby's First Financial Equity Corporation Experience July 2009 - Present
Job Financial Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
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

Nick Fuller Nick Fuller Phoenix, Arizona Area Details
Nick Fuller's First Financial Equity Corporation Experience March 2011 - June 2011
Job Principal at Fuller Wealth Management LLC
Industry Financial Services
Experience
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

Richard McKnight, AAMS Richard McKnight, AAMS Paradise Valley, Arizona Details
Richard McKnight, AAMS's First Financial Equity Corporation Experience August 2007 - Present
Job Registered Investment Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
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

Tiffani Hein Tiffani Hein Billings, Montana Details
Tiffani Hein's First Financial Equity Corporation Experience October 2012 - August 2013
Job Owner, Dale & Jax Door & Glass
Industry Building Materials
Experience
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

Lisa Rizzo Lisa Rizzo Greater Denver Area Details
Lisa Rizzo's First Financial Equity Corporation Experience April 2009 - Present
Job at First Financial Equity Corporation
Industry Financial Services
Experience
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

Steven Beinfest Steven Beinfest Phoenix, Arizona Area Details
Steven Beinfest's First Financial Equity Corporation Experience November 2010 - Present
Job Financial Advisor, Vice PresidentInvestments at First Financial Equity Corporation
Industry Financial Services
Experience
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

Shawndi Purselley Shawndi Purselley Dallas/Fort Worth Area Details
Shawndi Purselley's First Financial Equity Corporation Experience February 2008 - Present
Job Financial Advisor, CFP®, CDFA™ at First Financial Equity Corporation
Industry Financial Services
Experience
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

Dieter Bollmann Dieter Bollmann Phoenix, Arizona Area Details
Dieter Bollmann's First Financial Equity Corporation Experience December 2002 - Present
Job VP Investments
Industry Financial Services
Experience
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

Rod Becker, CFP Rod Becker, CFP Greater Denver Area Details
Rod Becker, CFP's First Financial Equity Corporation Experience 2014 - 2014
Job Financial Advisor
Industry Financial Services
Experience
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

Sandra Lippert Sandra Lippert Scottsdale, Arizona Details
Sandra Lippert's First Financial Equity Corporation Experience May 2012 - January 2014
Job HR Consultant at HR Workplace Services, Inc.
Industry Human Resources
Experience
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

Tom Goetzinger, CFA Tom Goetzinger, CFA Phoenix, Arizona Area Details
Tom Goetzinger, CFA's First Financial Equity Corporation Experience 2014 - 2015
Job Portfolio Manager at UMB Bank
Industry Investment Management
Experience
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

Janenne Lackey Janenne Lackey Phoenix, Arizona Area Details
Janenne Lackey's First Financial Equity Corporation Experience November 2001 - January 2008
Job CFP(R) at Wilde Wealth Management
Industry Financial Services
Experience
Wilde Wealth Management   January 2008 - Present
First Financial Equity Corporation   November 2001 - January 2008

Education
Northern Illinois University   1994 — 1998

Gregory Hermes Gregory Hermes Phoenix, Arizona Area Details
Gregory Hermes's First Financial Equity Corporation Experience October 2010 - Present
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
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

Greg Hanshew Greg Hanshew Greater Denver Area Details
Greg Hanshew's First Financial Equity Corporation Experience November 2012 - October 2013
Job Personal Financial Advisor
Industry Financial Services
Experience
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

Benjamin Mendenhall Benjamin Mendenhall Greater Denver Area Details
Benjamin Mendenhall's First Financial Equity Corporation Experience May 2010 - April 2012
Job Director of Marketing at Public Trust Advisors
Industry Investment Management
Experience
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

Aayush Mahajan Aayush Mahajan Phoenix, Arizona Area Details
Aayush Mahajan's First Financial Equity Corporation Experience August 2008 - December 2008
Job Sr. Financial Analyst (Finance/Tech Operations Finance) at U.S.Airways Inc.
Industry Airlines/Aviation
Experience
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

Shinsuke Otora Shinsuke Otora Phoenix, Arizona Area Details
Shinsuke Otora's First Financial Equity Corporation Experience December 2007 - January 2008
Job Student at Thunderbird School of Global Management
Industry Financial Services
Experience
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

Brian Hembd Brian Hembd Phoenix, Arizona Area Details
Brian Hembd's First Financial Equity Corporation Experience February 2006 - May 2008
Job Attorney at Wilenchik & Bartness Law Office
Industry Law Practice
Experience
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

Nathan Lingwall Nathan Lingwall Phoenix, Arizona Area Details
Nathan Lingwall's First Financial Equity Corporation Experience June 2001 - Present
Job VP Investments at First Financial Equity Corporation
Industry Financial Services
Experience
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

Biao Shen Biao Shen Phoenix, Arizona Area Details
Biao Shen's First Financial Equity Corporation Experience May 2010 - Present
Job Founder at On Road Technologies
Industry International Trade and Development
Experience
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

Veronica Goodrich Veronica Goodrich Greater Denver Area Details
Veronica Goodrich's First Financial Equity Corporation Experience August 2011 - Present
Job
Industry Financial Services
Experience
First Financial Equity Corporation   August 2011 - Present

Education
University of Denver   1956 — 1958
BA, Journalism

Trinidad Stat Junior Collete   1954 — 1956
AA, Liberal Arts

Gail Close Gail Close Denver, Colorado Details
Gail Close's First Financial Equity Corporation Experience February 2015 - Present
Job Client Services Specialist at First Financial Equity Corporation
Industry Investment Management
Experience
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

Bart B. Jagodzinski Bart B. Jagodzinski Billings, Montana Details
Bart B. Jagodzinski's First Financial Equity Corporation Experience February 2011 - Present
Job Financial Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
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

Kim Busard-Bart Kim Busard-Bart Phoenix, Arizona Details
Kim Busard-Bart's First Financial Equity Corporation Experience March 2015 - Present
Job Senior Compliance Officer
Industry Financial Services
Experience
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

Russell Jenkins Russell Jenkins Phoenix, Arizona Area Details
Russell Jenkins's First Financial Equity Corporation Experience September 2010 - January 2011
Job Client Billing Accountant at Bechtel
Industry Accounting
Experience
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

Larry Gutsch Larry Gutsch Phoenix, Arizona Area Details
Larry Gutsch's First Financial Equity Corporation Experience 2005 - 2010
Job Sr VP at PGR Solutions
Industry Financial Services
Experience
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

Brian Saas Brian Saas Phoenix, Arizona Area Details
Brian Saas's First Financial Equity Corporation Experience March 2010 - Present
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
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

John Luk John Luk Phoenix, Arizona Area Details
John Luk's First Financial Equity Corporation Experience August 2005 - Present
Job VP Investment/RIA at First Financial Equity Corporation
Industry Financial Services
Experience
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

Wm Pluchel Wm Pluchel Phoenix, Arizona Area Details
Wm Pluchel's First Financial Equity Corporation Experience August 2009 - Present
Job VP Investments at First Financial Equity Corporation
Industry Financial Services
Experience
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

Cindy Dorney (Staeb) Cindy Dorney (Staeb) Oceanside, California Details
Cindy Dorney (Staeb)'s First Financial Equity Corporation Experience Office ManagerWestern Financial Planning Corp.January 2001 - August 2011
Job Administrative Assistant at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation   Office ManagerWestern Financial Planning Corp.January 2001 - August 2011

Education
University of California, Los Angeles
Sociology

David Mowad David Mowad Paradise Valley, Arizona Details
David Mowad's First Financial Equity Corporation Experience May 1999 - Present
Job Senior Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
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

Jesse Norman Jesse Norman Billings, Montana Details
Jesse Norman's First Financial Equity Corporation Experience September 2008 - Present
Job Financial Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
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

Andrew Asendorf Andrew Asendorf Surprise, Arizona Details
Andrew Asendorf's First Financial Equity Corporation Experience November 2013 - Present
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
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