First Financial Planners
Address: 1230 6th Ave, New York, NY 10020 Phone: (646) 756-2851Website: : : Category: Hours: : : Place name: : : Website: https://www.firstcommand.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First Command Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review
First Financial Planners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Financial Planners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Financial Planners Employees
Not Displayed July 2006 - Present
Edward Jones December 1998 - July 2006
First Financial Planners March 1997 - December 1998
First National Bank of St. Louis December 1995 - March 1997
John Hancock Financial Services May 1995 - October 1995
Skills
Federal Law Enforcement, Criminal Investigations, Healthcare Fraud, Complex Financial Crimes, Interviews, Interrogation, Counterterrorism, Compliance, Investments, Money Management, Health Care Fraud, Financial Analysis
Education
University of Missouri-Columbia 1991 — 1995
Bachelor's degree, Personal Finance
Chaminade College Preparatory 1985 — 1991
BHP Bowling, LLC September 2013 - Present
Albritton Financial Services, Inc. January 2012 - October 2013
Hirsch and Company March 2006 - January 2012
First Financial Planners 1992 - 1996
Ellisville Chiropractic 1991 - 1993
Skills
Financial Services, Retirement, Asset Allocation, Customer Service, Leadership, Management, Microsoft Office, Public Speaking
Education
St. Louis Community College 1990 — 1992
MetLife 1998 - 2003
- 1996 - 2003
First Financial Planners 1996 - 1998
Skills
Consultative Selling..., Account Management, Territory Management, Relationship Management, Upselling, Cross Selling, Pipeline Development, Market Trend Analysis, Business to Business..., Contract Administration, B2B, Negotiation, Consultative Selling, Sales, Management, Customer Service
Education
Fontbonne University 1999 — 2001
Master of Business Administration (M.B.A.), 4.0 GPA
Southern Illinois University, Edwardsville 1991 — 1993
Bachelor's Degree, Social Sciences
Scottrade April 2009 - Present
Scottrade March 2008 - April 2009
Self Employed March 2006 - February 2009
Scottrade July 2004 - March 2008
Scottrade March 1999 - June 2004
First Financial Planners April 1995 - March 1999
Skills
AML, Analysis, Arbitration, Auditing, Business Development, Equities, FINRA, Internal Controls, Investments, Leadership, Interviews, Leadership Development, Management, Policy, Marketing, Program Management, Mutual Funds, Securities, Project Management, Series 63, Strategic Planning, Series 24, Strategy, Series 7, Training
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Business Administration and Finance
Bastion Technologies Inc. November 2003 - Present
First Financial Planners April 1994 - November 2003
Teledyne Brown Engineering July 1982 - March 1993
McDonald Aircraft Company August 1976 - August 1983
Education
University of Alabama in Huntsville 2003 — 2008
MSE, Systems Engineering
The Ohio State University 1973 — 1976
MS, Mathematics
The Ohio State University 1971 — 1972
BS, Mathematics
New Jersey Institute of Technology 1970 — 1972
Engineering Science
PROACTIVE Money Management 1982 - Present
PROACTIVE Financial Services 1994 - 2005
First Financial Planners April 1990 - December 1993
Skills
New Business Development, Sales Management, Strategic Planning, Mutual Funds, Customer Service, Team Building, Small Business, Leadership, Marketing, Public Speaking, Event Planning, Management, Sales, Budgets
Education
University of Missouri-Saint Louis 1987 — 1991
University of Missouri-Columbia, College of Business 1989 — 1989
Finance/Economics
First Financial Planners January 2013 - December 2014
Anna Mia's (Perrelli Enterprises) August 2009 - August 2012
Prudential CT Realty September 2000 - June 2008
The Bank of Southington March 1992 - October 1997
The Bank of Southington March 1992 - October 1997
The New York Times Company, Sports/Leisure Division July 1991 - March 1992
IBM September 1990 - June 1991
Skills
Collaborative Team..., Highest Standards of..., Results Driven, Accounting, Promotions, Financial Reporting, Local Advertising, Account Management, Contract Negotiation, Sales Management, Inventory Management, New Business Development, Customer Service, Product Development, Forecasting, Budgeting, Customer Relations, Sales Support, Negotiation, Excel, Budgets, Financial Analysis, Analysis
Education
Central Connecticut State University
Bachelor of Science, Finance
Daniel Hand High School 1982 — 1986
First Allied Securities, Inc. June 2007 - Present
First Allied Securities March 2007 - Present
First Allied, family of Advanced Equities, Inc. 2007 - 2009
First Financial Planners March 2000 - 2007
Free Lance, Myself March 1973 - May 2000
Skills
Event Management, Social Networking, Social Media, Marketing, Strategic Planning, Public Speaking, Public Relations, Event Planning, Marketing Strategy, Business Strategy, Market Research, Advertising, Strategic Communications, Leadership, Outlook, Copywriting, Project Management, Sales, Teamwork, Time Management, Publishing, Social Media Marketing, Copy Editing, Microsoft Word, Relationship Management, Microsoft Office, FINRA, PowerPoint, Facebook, Marketing Communications, Training, Contract Negotiation, Corporate Communications, Strategy, Publications, Series 7, Nonprofits, Online Advertising, Management, Lead Generation, Digital Marketing, Fundraising, Business Development
Education
University of Arkansas at Fayetteville 1970 — 1974
Bachelor of Arts (BA), Design; Fine Arts; Art History
Affton High School 1966 — 1970
10-12 (9th grade Center-Guant High School)
Self employed September 2013 - Present
EverBank February 2012 - August 2013
Wells Fargo Advisors August 2009 - August 2011
Patrick Capital formerly Saxony Securities August 2008 - March 2009
A.G. Edwards 2005 - 2008
Commerce Bank May 2004 - July 2005
Scottrade 2005 - 2005
First Financial Planners 1999 - 2004
Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering
Education
University of Missouri-Saint Louis
Wolters Kluwer Health January 2010 - Present
Wolters Kluwer Financial Services January 2000 - January 2010
Summit Bank 1999 - 2000
First Financial Planners 1991 - 1999
Skills
Sales, New Business Development, Account Management, Marketing Strategy, Sales Management, Business Development, B2B, Salesforce.com, CRM, Strategic Partnerships
Education
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor's degree, Mass Communication/Media Studies
ICL - Performance Products LP February 2015 - Present
Webster University October 2011 - Present
Centene Corporation June 2013 - February 2015
Scottrade April 2007 - June 2013
Premier Knowledge Solutions December 2005 - April 2007
New Horizons Computer Learning Center 1996 - December 2005
First Financial Planners October 1994 - March 1996
US Navy May 1990 - May 1994
Skills
Employee Training, Mentoring, Training, Instructor-led Training, Instructional Design, Captivate, Leadership Development, Program Management, Needs Analysis, Technical Training, Training Delivery, Blended Learning, Coaching, Learning Management, Organizational..., Change Management, Leadership, Hands-on Training, Team Leadership, E-Learning, Microsoft Office, Management, Employee Engagement, Learning Management..., Employee Benefits, Workshop Facilitation, Staff Development, Adult Education, Organizational..., Technical Writing, System Administration, Team Building, Presenter, Presentation Coaching, Software Documentation, New Hire Orientations, Management Development, Career Development, Executive Coaching, College Recruiting, ADDIE, Executive Development, Project Management, Emotional Intelligence, Curriculum Design, Resume Writing, Onboarding, Performance Improvement, Camtasia, Performance Management
Education
Webster University 2008 — 2010
Master of Arts (MA), Human Resources Development
East Tennessee State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Vander-Bend Manufacturing September 2008 - Present
Lehrer Management June 2007 - September 2008
First Financial Planners August 2001 - April 2007
Skills
Analysis, Microsoft Excel, Financial Statements, Asset Allocation, Microsoft Word
Education
Trinity University 1997 — 2001
Bachelor of Science (BS), Finance and Economics
Stanberry Insurance July 2007 - Present
First Financial Planners February 1996 - November 2001
Education
Western Carolina University 2002 — 2004
Palm Beach Community College 1989 — 1993
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Mercer Investment Consulting April 2002 - Present
First Financial Planners March 2000 - March 2002
Skills
Investments, Alternative Investments, Mutual Funds, Private Equity
Education
University of Missouri-Columbia 1996 — 1999
BSBA, Finance and Banking
Cornerstone Advisory Group LLC November 2010 - Present
Kemp Financial Services May 1999 - November 2010
First Financial Planners January 1997 - May 1999
Office Max 1995 - 1996
Skills
Customer Support, Organization, Time Management, Phone Skills, Communication Skills, Handle Confidential..., Business Correspondence, Microsoft Excel, Financial Transactions, Financial Calculations, Microsoft Word, QuickBooks, Morningstar, Event Planning, Appointment Scheduling, Multitasking Skills, Comfortable working..., Filing, Procedure Manuals, Follow Through, Bookkeeping, Accounts Payable, Employee Benefits, Bank Reconciliation, Quicken, Notary Public, Exceptionally well..., Value Stream Mapping, Bulk Mailing, Mail Sorting, PowerPoint, Copying, Transcribing, Proofreading
Education
Roberts Wesleyan College 1993 — 1997
B.S., Business Administration
College for Financial Planning
Registered Paraplanner
Rose Tea Cafe / Pink Box Bakery March 2012 - March 2015
Northrop Grumman September 2008 - March 2012
Fullerton Center February 2005 - December 2008
First Financial Planners May 2007 - October 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
BA, Finance & Economics
Enterprise Bank & Trust April 2006 - Present
MetLife 2003 - 2006
General American Life Ins. Co. 1998 - 2003
First Financial Planners 1995 - 1998
General American Life Ins. Co. 1992 - 1995
Skills
Customer Support, Organization Skills, Detailed Oriented, Expense Reports, Budget Monitoring, Meeting Scheduling, Salesforce.com, Board Relations, Event Planning, Banking, Commercial Banking, Commercial Lending, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Financial Services
Education
St. Louis Community College 1992 — 1994
Business Administration and Management, General
LOMA I Certification
HIA Designation for Individual & Group Insurance
St. Louis Christian Academy
High School, Valedictorian
USDA November 2010 - Present
Sandy Enterprises, LLC August 2003 - Present
KSLQ 2010 - 2010
Chesterfield Financial Corporation January 2008 - October 2009
Stephen Mathias and Co December 2005 - December 2008
First Financial Planners July 2002 - March 2003
First Bank Mortgage 1996 - 1996
Skills
Microsoft Word, Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Sales, Accounts Payable, Accounts Receivable, Leadership, Fundraising, Public Speaking, Coaching, Analysis, Budgets, Event Planning, Social Networking, Recruiting, Program Management, Time Management, Leadership Development, Event Management, Software Documentation, Public Relations, Community Outreach, Team Building, Marketing, Management, Team Leadership, Nonprofits, Training, Data Analysis, Social Media, Teamwork, Policy
Education
Eastern Illinois University 1980 — 1984
Bachelor of Science, Finance
Newton High School, Newton, IL 1976 — 1980
Accounting, Business
Edward Jones July 2009 - Present
Edward Jones November 2004 - July 2009
First Financial Planners November 2002 - November 2004
Stifel Financial Corp. August 1999 - November 2002
Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing
Education
Fontbonne University 2000 — 2002
Master of Business Administration (M.B.A.)
Saint Louis University 1993 — 1995
Bachelor of Arts (B.A.), Economics
Next Financial March 2003 - July 2010
First Financial Planners September 1999 - March 2003
American Express Financial Advisors September 1996 - December 1997
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory
Education
State University of New York College at Old Westbury 1991 — 1994
BS, Finance
UMass Boston 1980 — 1982
Political Science and Government