First Financial Resources

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First Financial Resources Employees

Employee
Years
Job
Industry
Brian Moore, ChFC,CLU Brian Moore, ChFC,CLU Jacksonville, Florida Area Details
Brian Moore, ChFC,CLU's First Financial Resources Experience September 1999 - March 2001
Job Business DevelopmentBB&T
Industry Insurance
Experience
BB&T  April 2015 - Present
Life Insurance Company  November 2011 - November 2014
First Choice Brokerage   June 2003 - February 2011
First Choice Brokerage/Signature Resources   March 2001 - June 2003
First Financial Resources   September 1999 - March 2001
PC Rhodes and Associates   December 1997 - May 1999

Skills
Succession Planning, Financial Advisory, Sales, Long-term Care, Marketing, Fixed Annuities, Strategic Planning, Training, Life Insurance, Recruiting, Insurance, Wealth, Estate Planning, Retirement Planning, Disability Insurance, Retirement

Education
UF Hough Graduate School of Business   2015 — 2017
Master of Business Administration, Marketing

Arizona State University   2013 — 2015
Bachelor of Science (B.S.), Communication, minor in Business. Summa Cum Laude

Florida State College at Jacksonville   2011 — 2013
Associate of Arts (AA), General Studies

American College   2006 — 2011
Finance and Financial Management Services

Tulane University - A.B. Freeman School of Business   2006 — 2007
online management program, Business Management

Phill C. Ingram CLU, ChFC Phill C. Ingram CLU, ChFC Albuquerque, New Mexico Area Details
Phill C. Ingram CLU, ChFC's First Financial Resources Experience 1981 - Present
Job President, Ingram Financial Resources, LLC
Industry Financial Services
Experience
Gamerco Associates Partnership   January 1985 - Present
NMMI  January 2014 - Present
US AIR FORCE INSPECTION AGENCY (AFIA)   January 2014 - Present
New Mexico Fiji Graduate Chapter   2014 - Present
Ingram Financial Resources, LLC   January 2012 - Present
NMMI Foundation   January 2010 - Present
Gallup Newco Ltd Partners   January 2008 - Present
First Financial Resources   1981 - Present
The Higher Learning Commission  August 2011 - December 2014
Ingram And Associates  July 1971 - December 2012

Skills
Long-term Care, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Retirement Planning, Retirement, Wealth Management, Insurance, Asset Protection, Strategic Financial..., Asset Allocation, Long Term Care Insurance, Wealth Management..., Financial Services, Small Business, Business Planning, High Net Worth..., Wealth, Finance, Management, Investment Advisory, Term Life Insurance, Investment Strategies, 401k, IRAs, Wealth Accumulation, Universal Life, Personal Finance, Pensions, Employee Benefits, Series 63, Securities, Roth IRA, Estate Tax Planning, Alternative Investments, Whole Life, Executive Pay, Asset Management, Underwriting, Variable Annuities, Trusts, Critical Illness, Succession Planning, Financial Planning

Education
Texas Tech University   1969 — 1971
BBA, Marketing and Finance

New Mexico Military Institute   1964 — 1967
Diploma

Dana Bernard, MBA Dana Bernard, MBA Boxford, Massachusetts Details
Dana Bernard, MBA's First Financial Resources Experience May 1985 - October 1988
Job Financial Advisor at Royal Alliance Associates
Industry Financial Services
Experience
Royal Alliance Associates  February 1992 - Present
Royal Alliance Associates INC  February 1992 - Present
First Financial Resources   May 1985 - October 1988
Bank of New England  May 1985 - October 1988

Skills
Investments, Financial Services, Securities, Finance, Insurance, Banking, Retirement Income..., Investment Management, Estate Planning, Retirement Saving, Cash-Flow Planning, Financial Plan..., Brokerage, Alternative Investments, Wealth Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1983 — 1985
Master of Business Administration (MBA), Finance

Colby College   1974 — 1978
Bachelor of Arts (BA), Administrative Science

Katie Gilbert, CFP® Katie Gilbert, CFP® Charlotte, North Carolina Area Details
Katie Gilbert, CFP®'s First Financial Resources Experience January 2010 - May 2012
Job Retirement Plan Specialist at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
Cornerstone Financial Partners, Inc  May 2012 - Present
First Financial Resources   January 2010 - May 2012
First Financial Resources   August 2008 - January 2010
Vining Sparks, IBG  July 2004 - July 2008

Skills
Strategic Financial..., Investments, Risk Management, Fixed Income, Banking, Securities, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Microsoft Excel, Financial Advisory, Sales, Customer Service, PowerPoint, Series 7, Trading, 401k, Series 63, Retirement Planning

Education
North Carolina State University   2004 — 2008
Bachelor of Science, Business Management - Finance; Minor in Accounting

Queens University of Charlotte   2011 — 2013
Certified Financial Planner Program, Finance, General

Myers Park

Kim Miculich Kim Miculich Orange County, California Area Details
Kim Miculich's First Financial Resources Experience January 1998 - January 2000
Job Contractor at QBE
Industry Computer Software
Experience
QBE FIRST  2011 - Present
Caliber Collision  June 2009 - June 2011
Senorx Inc   May 2008 - April 2009
IBM  October 2006 - October 2007
FileNet  November 2000 - October 2006
First Financial Resources   January 1998 - January 2000
Associated Aviation Underwriters  January 1994 - January 1998

Skills
Microsoft Office, SAP, Great Plains Software, Due Diligence, Cost Benefit, Invoicing, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Analysis, Forecasting, Accounting, Account Reconciliation, General Ledger

Education
San Diego State University-California State University   1984 — 1987
Bachelor of Science, Financial Services

Dow Peters Dow Peters Greater Atlanta Area Details
Dow Peters's First Financial Resources Experience January 2005 - Present
Job Partner & Member at GCC Royal Holdings
Industry Insurance
Experience
GCG  August 2012 - Present
First Financial Resources   January 2005 - Present
Dow Enterprises II, Inc   May 1995 - Present
American General Life Companies  1993 - 2012
First Financial Resources   2004 - 2011
AXA Equitable  1999 - 2011
First Financial Resources   2004 - 2010
Northwestern Mutual  March 1983 - March 2003
Travelers  1995 - 2000

Skills
Fixed Annuities, Insurance, Estate Planning, Retirement Planning, Long-term Care, Disability Insurance, Retirement, Strategic Financial..., Wealth Management, Financial Planners, Investments, Life Insurance, Risk Management, 401k, Term Life Insurance, Underwriting, Asset Protection, Asset Allocation, Marketing, Series 63, Wealth

Education
Anderson University   1982 — 1987
BA, Marketing/Economics

Aaron Bowman Aaron Bowman Charlotte, North Carolina Details
Aaron Bowman's First Financial Resources Experience November 2002 - June 2008
Job Principal at Bowman Financial Group
Industry Financial Services
Experience
Bowman Financial Group   June 2008 - Present
First Financial Resources   November 2002 - June 2008

Education
Wake Forest University School of Business   1997 — 1999
MBA, Finance

North Carolina State University   1989 — 1994
BS, Electrical Engineering

Amber Kendrick, CRPS Amber Kendrick, CRPS Hartford, Connecticut Area Details
Amber Kendrick, CRPS's First Financial Resources Experience October 2006 - October 2009
Job Director of Retirement Services at CIG Retirement Plan Consulting
Industry Financial Services
Experience
CIG Retirement Plan Consulting   May 2014 - Present
Mutual of America  April 2010 - May 2014
First Financial Resources   October 2006 - October 2009

Skills
Retirement Plan..., Retirement Planning, Employee Benefits, Asset Allocation, Financial Planning, Account Management, Customer Service, Marketing, Strategy, Sales

Education
East Carolina University - College of Business   2001 — 2005
Bachelor's Degree, Marketing

Rao Garuda, CLU, ChFC Rao Garuda, CLU, ChFC Cleveland/Akron, Ohio Area Details
Rao Garuda, CLU, ChFC's First Financial Resources Experience January 2000 - Present
Job Helping Clients Transition from Success to Significance
Industry Financial Services
Experience
Associated Concepts Agency, Inc.   January 1978 - Present
First Financial Resources   January 2000 - Present
Forum 400   January 1991 - Present

Skills
Fixed Annuities, Retirement, Retirement Planning, Estate Planning, Long-term Care, Life Insurance, Wealth Management..., Wealth Management, 401k, Financial Services, Trusts, Disability Insurance, Wealth, Roth IRA, Investments, Strategic Financial..., Asset Protection, Investment Advisory, High Net Worth..., Financial Planners, IRAs, Estate Tax Planning, Succession Planning, Financial Advisory, Securities, Term Life Insurance, Wealth Accumulation, Wealth Preservation..., Indexed Annuities, 401k Rollovers, FINRA, Pensions, Long Term Care Insurance, Universal Life, Asset Allocation, Critical Illness, Investment Strategies, Series 63, Personal Financial..., Mutual Funds, Personal Finance, ETFs, Whole Life

Education
Andhra University   1958 — 1963

The American College
Chartered Life Underwriter (CLU)

The American College
Chartered Financial Consultant (ChFC)

Ohio Paralegal Institute
Paralegal

Peter Steinegger Peter Steinegger Greater New York City Area Details
Peter Steinegger's First Financial Resources Experience May 2015 - July 2015
Job Student at Penn State
Industry Financial Services
Experience
Noroton Heights Fire Department   December 2010 - Present
Penn State Interfraternity Council  January 2015 - Present
Thomson Reuters  July 2015 - August 2015
First Financial Resources   May 2015 - July 2015
Tau Kappa Epsilon Fraternity 
 
Patriot National Bank  June 2013 - August 2014

Skills
Team Leadership, Microsoft Office, Time Management, Finance, Leadership, Financial Analysis, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Management, Teamwork, Customer Service, Sales, Networking

Education
Penn State University   2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.55 Cumulative

Darien High School   2008 — 2012

Brad Kenkel Brad Kenkel Charlotte, North Carolina Details
Brad Kenkel's First Financial Resources Experience May 2013 - August 2013
Job Audit Staff Accountant at Elliott Davis, LLC
Industry Accounting
Experience
Elliott Davis, LLC  October 2014 - Present
First Financial Resources   May 2013 - August 2013
Clemson University - Fike Recreation Center   August 2009 - December 2012
First Financial Resources   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop

Education
Clemson University   2013 — 2014
MPAcc, Accounting

Clemson University - College of Business and Behavioral Science   2009 — 2013
Bachelor's Degree, Accounting and Finance

Barry N. Link Barry N. Link Greater Chicago Area Details
Barry N. Link's First Financial Resources Experience 2005 - 2011
Job President at LDS Wealth Advisors, Ltd.
Industry Financial Services
Experience
LDS Wealth Advisors, Ltd.   November 1982 - Present
NAIFA  1976 - Present
First Financial Resources   2005 - 2011
World Equity Group  2005 - 2011
FFR  2005 - 2011
Wealth Planning and Management, Inc.   1982 - 2011
LDS Wealth Advisors   1982 - 2010

Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Disability Insurance, Long Term Care, Annuities, Insurance, Wealth Preservation, IRA's, Wealth, Annuity, 401k, Asset Protection, Insurance Planning, Retirement, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, Retirement Income..., Investment Advisory, Investments, Asset Allocation, Pensions, Strategic Financial..., Fixed Annuities, IRAs, Wealth Management..., Underwriting, Finance, Life Insurance, Financial Goals, Financial Planners, Series 63, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, High Net Worth..., Mutual Funds, Universal Life, Long Term Care Insurance, Whole Life, Personal Finance, Alternative Investments, Series 6, Critical Illness, Investment Management, Series 7

Education
American College   1982 — 1985
CLU,ChFC,CASL, Insurance, Finance, Senior Planning

Miami University   1966 — 1971
BA, MS, Psychology

Gillian Gest Gillian Gest Charlotte, North Carolina Area Details
Gillian Gest's First Financial Resources Experience June 2005 - June 2006
Job Temporary Project Assistant: Consumer Protection and Employment Law Program at Legal Services of Southern Piedmont
Industry Law Practice
Experience
Legal Services of Southern Piedmont  April 2011 - Present
Legal Services of Southern Piedmont  August 2010 - December 2010
Landmark Residential  September 2007 - April 2008
Grand Estates Auction Company   June 2006 - September 2007
First Financial Resources   June 2005 - June 2006
Superior Court Judge   August 2004 - December 2004

Education
Appalachian State University   2000 — 2004

Appalachian State University   2000 — 2004
B.A, Criminal Justice

Central Piedmont Community College
Post-baccalaureate certificate, Paralegal Technology Program

David Isaacson David Isaacson Greater Boston Area Details
David Isaacson's First Financial Resources Experience November 1987 - Present
Job Owner, First Financial Resources of MA
Industry Insurance
Experience
First Financial Resources   November 1987 - Present

Skills
Retirement Planning, Wealth Management, Estate Planning, Life Insurance, 401k, Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Fixed Annuities, Financial Planners

Education
University of Pennsylvania - The Wharton School   1970 — 1972
MBA, Insurance and accounting

Union College
Clinical Psychology

Tracy Miller, CFP CLU ChFC AEP Tracy Miller, CFP CLU ChFC AEP Houston, Texas Area Details
Tracy Miller, CFP CLU ChFC AEP's First Financial Resources Experience 1993 - 1997
Job President, TMiller Financial, LLC
Industry Financial Services
Experience
TMiller Financial, LLC   September 2006 - Present
Insurance Alliance - Houston TX   July 1998 - September 2006
MetLife Brokerage, Houston, TX   1997 - 1998
First Financial Resources   1993 - 1997
Manulife Financial  1989 - 1993
Partners Marketing Group - NFP   1986 - 1989
Philadelphia Life Insurance Company  1982 - 1986

Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k, Strategic Financial..., Estate Planning, Life Insurance, Asset Allocation, Health Insurance, Long-term Care, Life & Health Insurance..., Finance, Retirement, Financial Advisory, Pensions, Securities, Wealth, Financial Planning, Insurance, Personal Financial..., Financial Services

Education
The American College
CLU, ChFC

Charlotte Malone Charlotte Malone Greater Boston Area Details
Charlotte Malone's First Financial Resources Experience October 2012 - September 2013
Job Client Operations Manager, Support Advisor and Financial Planning Analyst
Industry Financial Services
Experience
Artemis Financial Advisors LLC   September 2013 - Present
First Financial Resources   October 2012 - September 2013
South Shore Music Circus  June 2007 - August 2013
Great Neck Grille   May 2012 - December 2012

Skills
Fundraising, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Editing, Social Media, Event Planning

Education
Bentley University   2012 — 2014
Bachelor of Science (BS), Applied Mathematics, 3.62

University of Massachusetts, Amherst   2010 — 2012
Bachelor of Science (BS) Candidate, Animal Sciences

Tyler Fernandez Tyler Fernandez Mount Vernon, New York Details
Tyler Fernandez's First Financial Resources Experience 2015 - Present
Job Educator/Partner at First Financial Resources
Industry Financial Services
Experience
First Financial Resources   2015 - Present
Elmsford Union Free School District  July 1999 - Present
Greenburgh Central School   September 1996 - June 1999

Education
The College of New Rochelle
Master's degree, Elementary Education and Teaching

Rocky Bucano, MBA Rocky Bucano, MBA Greater New York City Area Details
Rocky Bucano, MBA's First Financial Resources Experience September 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
First Financial Resources   September 2012 - Present
Teamwork Foundation, Inc./New York Gauchos   2007 - February 2014
Bucano Brand Development Agency   January 2004 - January 2012
Fuse Television Networks   October 2002 - August 2007
Cablevision  January 1999 - October 2002
3rd Rail Entertainment   January 1990 - September 1997
New Jack Swing Productions   1993 - 1995
Rowdy Records   July 1992 - December 1993

Skills
Digital Media, Strategy, Marketing, Business Development, Entertainment, Management, Product Management, Sales, Product Development, Television, Strategic Partnerships, Music, Digital Marketing, Music Industry, B2B, Digital Strategy, P&L Management, Mobile Devices, Executive Management

Education
University of Phoenix   1998 — 2001
MBA, Technology Management

College Of New Rochelle   1993 — 1997
B.A., Communications

Rochele Porpora Rochele Porpora Orange County, California Area Details
Rochele Porpora's First Financial Resources Experience December 2006 - June 2007
Job Operations Specialist at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management  2011 - Present
UDR  June 2007 - November 2011
First Financial Resources   December 2006 - June 2007
Corbin, LLP   June 2005 - December 2006

Skills
QuickBooks, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Investments, Financial Analysis, Budgets, Bookkeeping, Accounting, Customer Service, Finance, Management, Research, Social Media

Education
Pepperdine University   2001 — 2005
BS, Business Administration

Beverly Farris (Pedigo) Beverly Farris (Pedigo) Houston, Texas Details
Beverly Farris (Pedigo)'s First Financial Resources Experience December 1995 - December 1996
Job Vice President Marketing/Operations
Industry Financial Services
Experience
TMiller Financial   April 2015 - Present
Pedigo Properties   April 2015 - Present
American General Life Companies is now part of the AIG Family!  March 1999 - October 2014
Oppenheimer & Co.   1996 - March 1999
First Financial Resources   December 1995 - December 1996

Skills
Life Insurance, Variable Annuities, New Business Development, Marketing, Relationship Management, Risk Assessment, Underwriting, Reinsurance, Negotiation, Leadership, Management, Operations Management, Sales Operations, Administration, Marketing Strategy, Life & Health Insurance..., Series 6, Series 63, Hedge Funds, Project Management, Case Managment, Financial Management..., Private Placements, Compliance, Licensing and..., Superior Client Service, Corporate and Bank..., Licensed Texas Realtor

Education
University of Houston
Bachelor of Science, Consumer Economics/Marketing

Darcy Neils Darcy Neils Greater San Diego Area Details
Darcy Neils's First Financial Resources Experience January 2013 - January 2014
Job Financial Representative at Penn Mutual UTC La Jolla
Industry Insurance
Experience
Penn Mutual UTC La Jolla   March 2014 - Present
First Financial Resources   January 2013 - January 2014
Best Practices of America   January 2012 - January 2013
Independent Dental Auditing Consultant   2010 - 2012
J.H. Downs, F.D. Hulme, J.H. Davis   January 1992 - July 2011

Skills
Fiction, Novels, Fiction Writing, Short Stories, Non-fiction, Publicity, Retirement, Long-term Care, Fixed Annuities, Executive Pay, Public Relations, Estate Planning, Term Life Insurance, Investments, Insurance, Leadership, Sales, Life Insurance, Marketing, Customer Service, Finance, Retirement Planning

Education
Mesa Community College

Lauren Villarreal Lauren Villarreal Charlotte, North Carolina Details
Lauren Villarreal's First Financial Resources Experience June 2012 - May 2014
Job Office AdministratorYoung Life
Industry Nonprofit Organization Management
Experience
Young Life  July 2014 - Present
First Financial Resources   June 2012 - May 2014
Covenant Day School  October 2012 - February 2013
Palm Beach Atlantic University  August 2011 - May 2012
Elevation Church  May 2011 - August 2011

Skills
Community Outreach, Leadership, Marketing, Teaching, Problem Solving, Recruiting, Event Planning, PowerPoint, Fundraising, Customer Service, Public Speaking, Microsoft Excel, Editing, Event Management, Outlook, Social Media

Education
Palm Beach Atlantic University   2008 — 2012
Bachelor of Arts (B.A.), Communication, General

Covenant Day School   2004 — 2008
Diploma

Anna (Mendoza) Blajos Anna (Mendoza) Blajos Orange County, California Area Details
Anna (Mendoza) Blajos's First Financial Resources Experience 1993 - 1997
Job Vice President at TIERRA Development Advisors
Industry Real Estate
Experience
TIERRA Development Advisors   2013 - Present
Paladin Asset Preservation & Management, Inc.   2011 - 2012
G Services Group   2008 - 2010
Cameo Homes / G Companies / Silver Oaks Communities   2003 - 2008
DiTech Funding Corp./GMAC/Relantis Corp. dba CashCall   1997 - 2003
First Financial Resources   1993 - 1997

Skills
Real Estate, Real Estate Economics, Due Diligence, Commercial Real Estate, Asset Management, Residential Homes, Portfolio Management, Financial Analysis, Disposition, Single Family Homes, Land Development, Property, Real Estate Development, Real Estate Transactions, Investment Properties, Entitlements

Education
University of Phoenix   2003 — 2006
Bachelor of Arts (BA)

AD Banker & Company   1997 — 1997
Series 7, Securities Licensing

AD Banker & Company   1997 — 1997
Life and Health, Insurance Licensing

Laurel Spada Laurel Spada Charlotte, North Carolina Details
Laurel Spada's First Financial Resources Experience January 2005 - January 2009
Job Executive Assistant to Pat Riley at Allen Tate Companies
Industry Real Estate
Experience
Allen Tate Companies   March 2011 - Present
First Financial Resources   January 2005 - January 2009
Gorelick Law   2002 - 2004
Spada Advertising   January 1989 - December 1999

Skills
Event Planning, Fundraising, Team Building, Public Relations, Blogging, Budgets, Social Media, Management, Marketing Communications, Editing, Copywriting, Marketing, Microsoft Office, PowerPoint, Press Releases

Education
Canisius College
Communications

David F. Mickelson David F. Mickelson Greater San Diego Area Details
David F. Mickelson's First Financial Resources Experience 1991 - 1993
Job President of Mickelson Capital Consulting
Industry Capital Markets
Experience
Mickelson Capital Consulting   January 1994 - Present
Direct Lending Advisors   June 2012 - June 2013
First Financial Resources   1991 - 1993

Skills
Alternative Investments, Asset Managment, Investment Advisory, Direct Investing, Wealth Preservation..., Financial Structuring, Asset Management, Financial Advisory, Financial Services, Estate Planning, Finance, Personal Finance, Wealth Management..., Retirement Planning, Business Planning, Program Management, Wealth Management, Investments, Management, Retirement, High Net Worth..., Private Equity, Insurance, Portfolio Management, Wealth, Securities, Employee Benefits, Life Insurance, Leadership, Venture Capital, Investment Management, Funding, Hedge Funds, Strategy, Tax, Investment Strategies, Mutual Funds, Small Business, Financial Planners, Real Estate, Valuation, Enterprise Software, Private Placements, Financial Planning, Fixed Annuities, Capital Markets, Loans, Family Office

Education
California State University-Northridge   1969 — 1972

The American College
ChFC -Chartered Financial Consultant

Bruce Weinstein Bruce Weinstein Syosset, New York Details
Bruce Weinstein's First Financial Resources Experience 1989 - 1992
Job Principal at Insurance Planning Associates
Industry Insurance
Experience
Insurance Planning Associates / IPA INC.   January 1992 - Present
Genesis Asset Advisors, LLC   January 2006 - May 2010
Capital Creation Group LLC   January 2006 - December 2008
First Financial Resources   1989 - 1992
FBR Group   1986 - 1989
PFR Agency   1984 - 1986

Skills
Insurance, Life Insurance, Employee Benefits, Non-Qualified Deferred..., Executive Benefit..., NQDC, 409A, Retirement Planning, Executive Pay, Executive Compensation..., Strategy, Retirement, Financial Planners, Long-term Care, New Business Development, Disability Insurance, Financial Advisory, Term Life Insurance, Wealth Accumulation, Health Savings Accounts, Health Insurance, 401k, Life Settlements, Small Business, Marketing, Fixed Annuities, Succession Planning, Estate Planning, Whole Life, Critical Illness, Brokers, Pensions, Financial Services, Finance, High Net Worth..., Long Term Care Insurance, Key Person Insurance, Premium Financing, Financial Planning

Education
Nassau Community College   1980 — 1981
Psych

Cynthia Deacon Cynthia Deacon Chicago, Illinois Details
Cynthia Deacon's First Financial Resources Experience July 1999 - January 2002
Job Managing Director at Windsor Life Settlements LLC
Industry Insurance
Experience
Windsor Life Settlements LLC   March 2012 - Present
Aevus Insurance Solutions LLC   February 2012 - Present
Equinox Advisors LLC   July 2008 - April 2012
Trinity Life Advisors LLC   January 2002 - June 2008
First Financial Resources   July 1999 - January 2002

Skills
Building Customer..., Marketing Communications, Employee Benefits, CRM, Life Insurance, Leadership, Portfolio Management, Customer Service

Education
Dekalb Community College   1976 — 1978

Combs Charles Combs Charles Tallahassee, Florida Area Details
Combs Charles's First Financial Resources Experience January 2002 - June 2002
Job Experienced at recognizing opportunities for improvment and implementing processes to gain advantage
Industry Insurance
Experience
First American Title Insurance Co  May 2006 - Present
Wachovia Securities  September 2005 - April 2006
Vystar Financial Group   July 2004 - September 2005
Edward Jones  August 2002 - July 2004
First Financial Resources   January 2002 - June 2002
First Union Securities  January 1997 - January 2002
First Union Securities  January 1996 - January 1997

Education
University of North Florida
BBA, Finance

Richard Slamowitz, JD, LLM, CLU, ChFC Richard Slamowitz, JD, LLM, CLU, ChFC Greater New York City Area Details
Richard Slamowitz, JD, LLM, CLU, ChFC's First Financial Resources Experience 1985 - 1990
Job Managing Partner at owR Opinion, LLC
Industry Insurance
Experience
owR Opinion, LLC   1996 - Present
Prudential Financial  1993 - 1996
Prudential Financial  1990 - 1993
First Financial Resources   1985 - 1990
New England Financial  1984 - 1986
New York Life Insurance Company  1978 - 1984

Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Estate Planning, Retirement Planning, Retirement, Universal Life, Series 63, Long Term Care Insurance, 401k, Series 7, Series 6, Health Insurance, Whole Life, Wealth

Education
New York University School of Law
Master of Laws (LL.M.), Taxation

Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law

SUNY at Buffalo
Bachelor of Arts (B.A.), English

Kathy Benet Kathy Benet Greater Seattle Area Details
Kathy Benet's First Financial Resources Experience 1995 - 1998
Job Project Manager
Industry Marketing and Advertising
Experience
Wireless Advocates  October 2014 - February 2015
Strategic Edge Partners  February 2010 - July 2014
Mentor Corporation  February 2006 - November 2009
Platinum Insurance Marketing   November 2001 - January 2006
Sentinel Capital Management, Inc.   September 2000 - November 2001
STW Fixed Income Management  1998 - 2000
First Financial Resources   1995 - 1998

Skills
Microsoft Office, Contract Management, Project Management, Account Management, Strategic Planning, Team Leadership, Microsoft Excel, Process Improvement, Risk Management, PowerPoint, Product Launch, Marketing Strategy, Business Planning, Event Management, Online Advertising, Marketing, Global Marketing, Adobe Acrobat, Cross-functional Team..., Salesforce.com, Management, Online Marketing, Microsoft Word, Product Marketing, Project Planning, Visio, Insurance, Financial Reporting, MS Project, Event Planning, Marketing Communications, Sales, Training, Email Marketing, Social Media Marketing, Digital Marketing, Social Media, Strategy

Education
University of Hawaii at Manoa   1989 — 1992
International Business

Karen Sanford Karen Sanford Charlotte, North Carolina Area Details
Karen Sanford's First Financial Resources Experience
Job Account Executive at First Financial Resources
Industry Financial Services
Experience
First Financial Resources  

Skills
Retirement, 401k, Insurance, Employee Benefits, Financial Planning, Retirement Planning

Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration , Finance and Financial Management Services

Charles Combs Charles Combs Tallahassee, Florida Area Details
Charles Combs's First Financial Resources Experience January 2002 - June 2002
Job Director of Finance at First American Title
Industry Information Services
Experience
First American Title  June 2008 - Present
First American Title  May 2006 - June 2008
Wachovia Securities Financial Network  September 2005 - April 2006
Vystar Financial Group   July 2004 - September 2005
Edward Jones  August 2002 - July 2004
First Financial Resources   January 2002 - June 2002
First Union Securities  January 1997 - January 2002
First Union Securities  January 1996 - January 1997

Skills
Sarbanes-Oxley Act, Financial Analysis, Hyperion Enterprise, Auditing, Accounting, Real Estate, Financial Services, Investments, Real Estate Transactions, Analysis, Title Insurance, Banking, Forecasting, Management, Credit, Finance, Accounts Receivable, Business Strategy, Due Diligence, Tax, Closings, Escrow, Payroll, Mergers & Acquisitions, Executive Management, Loans, Mortgage Lending, General Ledger, Refinance, Strategy

Education
University of North Florida   1986 — 1988
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Thomas Shanley Thomas Shanley Greater New York City Area Details
Thomas Shanley's First Financial Resources Experience November 2012 - December 2013
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co.  January 2014 - Present
First Financial Resources   November 2012 - December 2013
Lincoln Financial Group  November 2011 - November 2012
Allen Partners  May 2010 - May 2011
River Bank  January 2009 - May 2009

Skills
Alternative Investments, Series 7, Bloomberg, Investments, Valuation, Financial Modeling, Asset Managment, Series 63, Portfolio Management, Financial Analysis, Strategic Financial..., Investment Banking, Convertible Arbitrage, Asset Management, Estate Planning, Analysis, Risk Management, Asset Allocation, Equities, Retirement Planning, Wealth Management, Fixed Income, Investment Strategies

Education
Stonehill College   2005 — 2009
Political Science and Economics

Trinity Pawling Highschool   2001 — 2005

Fabian Loureiro Fabian Loureiro Greater New York City Area Details
Fabian Loureiro's First Financial Resources Experience December 2010 - June 2014
Job Portfolio Surveillance at National Public Finance Guarantee Corp.
Industry Financial Services
Experience
National Public Finance Guarantee Corp.  June 2014 - Present
First Financial Resources   December 2010 - June 2014
Northwestern Mutual  July 2009 - January 2010

Skills
Retirement Planning, Investments, Mutual Funds, Insurance, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Estate Planning, Investment Advisory, Risk Management, Life Insurance, Fixed Annuities, Asset Management, Financial Services, Portfolio Management, Financial Advisory, Alternative Investments, Retirement, Series 7

Education
Iona College
Master of Business Administration (MBA), Finance and Financial Management Services

Iona College
BA in business administration, Finance, Economics

Cindy Tomkiel Cindy Tomkiel Orange County, California Area Details
Cindy Tomkiel's First Financial Resources Experience March 1998 - September 2000
Job
Industry Consumer Electronics
Experience
AudioQuest  July 2007 - Present
Meritage Homes  January 2006 - June 2007
Meritage Homes  2004 - 2006
Home Savings Mortgage  January 2003 - April 2004
Quantum Technologies  October 2000 - December 2002
First Financial Resources   March 1998 - September 2000
LifePlans Financial & Insurance Services, Inc.   November 1993 - January 1998
Michaels Arts and Crafts  August 1989 - June 1993

Education
Cal State Fullerton

Leslie Plecque Leslie Plecque United States Details
Leslie Plecque's First Financial Resources Experience 1996 - 2000
Job Retired from directorship
Industry Religious Institutions
Experience
St, Martin of Tours  June 2014 - Present
S. Martin of Tours   September 2001 - June 2014
First Financial Resources   1996 - 2000
Golden California Title Company   1986 - 1996

Skills
Community Outreach, Event Management, Team Management, Pastoral Care, Exceptional People..., Department Budgeting, Theology, Religion, Spiritual Direction, Leadership Development, Missions

Education
San Jose State University   1955 — 1959
Bachelor of Arts (B.A.), Elementary Education and Teaching

San Benito County High School   1951 — 1955