First Financial Resources
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First Financial Resources Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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