Freedom One Financial Group
Description
Address: 8031 M-15, Village of Clarkston, MI 48348 Hours: Open ⋅ Closes 4PM Friday8:30AM–4PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 620-8100 People also search for: Captrust Financial Advisors, 48348, M-15, Birmingham Royal Oak Medical Group, PC, Ortonville Road: Category: Place name: : : : : Website: : Website: http://www.captrustadvisors.com/Freedom401k 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CAPTRUST Posting publicly on the Web Write a review Reviews Be the first to review
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Freedom One Financial Group Employees
Employee
Years
Job
Industry
Jennifer Borgesen, QKA, QPFC Jennifer Borgesen, QKA, QPFC's Freedom One Financial Group Experience October 2006 - June 2010
Job Client Services Manager at Alerus Financial
Industry Financial Services
Experience
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
Holly Baker Holly Baker's Freedom One Financial Group Experience October 2011 - December 2012
Job Associate, Retirement Plan Administration for a Third Party Pension Administrator
Industry Financial Services
Experience
Third Party Pension Administrator January 2013 - Present
Freedom One Financial Group October 2011 - December 2012
Accountemps July 2010 - January 2012
Oakland Companies January 2007 - November 2008
Heller Financial 2000 - 2002
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Account Reconciliation, Financial Analysis, Outlook, General Ledger, Microsoft Excel, Financial Reporting, Employee Benefits, Access, 401(k) Administration, Management, Human Resources, Payroll
Education
Walsh College of Accountancy and Business Administration 2008 — 2011
Bachelor's, Accountancy
Northwood University 1994 — 1996
Bachelor's of, Accountancy
Third Party Pension Administrator January 2013 - Present
Freedom One Financial Group October 2011 - December 2012
Accountemps July 2010 - January 2012
Oakland Companies January 2007 - November 2008
Heller Financial 2000 - 2002
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Account Reconciliation, Financial Analysis, Outlook, General Ledger, Microsoft Excel, Financial Reporting, Employee Benefits, Access, 401(k) Administration, Management, Human Resources, Payroll
Education
Walsh College of Accountancy and Business Administration 2008 — 2011
Bachelor's, Accountancy
Northwood University 1994 — 1996
Bachelor's of, Accountancy
Craig M. Foerch Craig M. Foerch's Freedom One Financial Group Experience
Job Education Consultant Alerus Retirement Solutions
Industry Financial Services
Experience
Freedom One Financial Group
Skills
401k, Investment Advisory, Retirement Planning, Mutual Funds, Investments, Pensions
Education
Michigan State University 1968 — 1973
BS, Education
Freedom One Financial Group
Skills
401k, Investment Advisory, Retirement Planning, Mutual Funds, Investments, Pensions
Education
Michigan State University 1968 — 1973
BS, Education
Jim Pauli Jim Pauli's Freedom One Financial Group Experience August 2006 - August 2010
Job Retirement Relationship Manager at Alerus Retirement Solutions
Industry Financial Services
Experience
Alerus Retirement Solutions April 2014 - Present
AEGON July 2011 - March 2014
Freedom One Financial Group August 2006 - August 2010
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Portfolio Management, IRAs, Securities, ERISA, Asset Management
Education
Albion College 1981 — 1985
B.A.
Albion College 1981 — 1985
Alerus Retirement Solutions April 2014 - Present
AEGON July 2011 - March 2014
Freedom One Financial Group August 2006 - August 2010
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Portfolio Management, IRAs, Securities, ERISA, Asset Management
Education
Albion College 1981 — 1985
B.A.
Albion College 1981 — 1985
Al Durham Al Durham's Freedom One Financial Group Experience April 2002 - June 2005
Job Director, KES Service Center Operations at Kelly Services
Industry Information Technology and Services
Experience
Kelly Services August 2013 - Present
The Leukemia & Lymphoma Society November 2007 - Present
Kelly Services August 2011 - August 2013
Flagstar Bank June 2010 - August 2011
iDashboards September 2009 - June 2010
Member Driven Technologies July 2009 - August 2009
Resource Technologies April 2008 - April 2009
Flagstar Bank June 2005 - April 2008
Freedom One Financial Group April 2002 - June 2005
Center for Computer Resources May 1999 - April 2002
Skills
SDLC, Budgets, IT Strategy, Process Improvement, Information Technology, Management, Coaching, Team Management, SharePoint, Business Analysis, Cloud Computing, Team Leadership, Enterprise Architecture, Project Management, Pre-sales, IT Project & Program..., Post-sale Support, Staff Development, Training, Managing Project Budgets, Software Product..., Seminars, Software Quality..., Enterprise Software, Leadership, Strategy, Business Intelligence, Analysis, Software Project..., Testing, Disaster Recovery, Quality Assurance, IT Service Management, Software Development, Business Process, Salesforce.com, Professional Mentoring, Vendor Management, Networking, Troubleshooting, IT Operations, Program Management
Education
American InterContinental University 2007 — 2010
Bachelors, Informattion Technology
Kelly Services August 2013 - Present
The Leukemia & Lymphoma Society November 2007 - Present
Kelly Services August 2011 - August 2013
Flagstar Bank June 2010 - August 2011
iDashboards September 2009 - June 2010
Member Driven Technologies July 2009 - August 2009
Resource Technologies April 2008 - April 2009
Flagstar Bank June 2005 - April 2008
Freedom One Financial Group April 2002 - June 2005
Center for Computer Resources May 1999 - April 2002
Skills
SDLC, Budgets, IT Strategy, Process Improvement, Information Technology, Management, Coaching, Team Management, SharePoint, Business Analysis, Cloud Computing, Team Leadership, Enterprise Architecture, Project Management, Pre-sales, IT Project & Program..., Post-sale Support, Staff Development, Training, Managing Project Budgets, Software Product..., Seminars, Software Quality..., Enterprise Software, Leadership, Strategy, Business Intelligence, Analysis, Software Project..., Testing, Disaster Recovery, Quality Assurance, IT Service Management, Software Development, Business Process, Salesforce.com, Professional Mentoring, Vendor Management, Networking, Troubleshooting, IT Operations, Program Management
Education
American InterContinental University 2007 — 2010
Bachelors, Informattion Technology
Roman Caple Roman Caple's Freedom One Financial Group Experience December 2011 - Present
Job Loan Specialist at Freedom One Financial Group
Industry Management Consulting
Experience
Freedom One Financial Group December 2011 - Present
North Carolina State University August 2008 - August 2010
Saint Augustine's College August 2006 - May 2010
North Carolina Department of Administration May 2009 - August 2009
Department website May 2009 - August 2009
Saint Augustine's College August 2008 - May 2009
Saint Augustine's College August 2008 - May 2009
Skills
Web Design, Programming, Network Security
Education
North Carolina Agricultural and Technical State University 2011 — 2013
Masters of Science, Computer Science
Saint Augustine’s University 2006 — 2011
Bachelors of Science, Computer Science
Saint Augustine’s University
Bachelor of Science Degree, Computer Science
North Carolina Agricultural and Technical State University
Master of Science Degree, Computer Science
Freedom One Financial Group December 2011 - Present
North Carolina State University August 2008 - August 2010
Saint Augustine's College August 2006 - May 2010
North Carolina Department of Administration May 2009 - August 2009
Department website May 2009 - August 2009
Saint Augustine's College August 2008 - May 2009
Saint Augustine's College August 2008 - May 2009
Skills
Web Design, Programming, Network Security
Education
North Carolina Agricultural and Technical State University 2011 — 2013
Masters of Science, Computer Science
Saint Augustine’s University 2006 — 2011
Bachelors of Science, Computer Science
Saint Augustine’s University
Bachelor of Science Degree, Computer Science
North Carolina Agricultural and Technical State University
Master of Science Degree, Computer Science
Jeremy Chaffin Jeremy Chaffin's Freedom One Financial Group Experience 2011 - July 2014
Job Business System Development at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc. November 2014 - Present
CAPTRUST August 2014 - November 2014
CapTrust Financial Advisors (Formerly Freedom One) January 2013 - July 2014
Freedom One Financial Group 2011 - July 2014
Ford Motor Company 2000 - 2011
MEEMIC Insurance Company September 1999 - February 2000
Peoples State Bank September 1997 - October 1999
City of Madison Heights July 1997 - September 1997
Skills
Strategic Technology..., Enterprise Ops..., Technology Integration, Change Management, Agile Project Management, Project Planning, Disaster Recovery, Hardware Architecture, Policy/Procedure..., Information Security..., Budget Management, Cost Management, Process Mapping, Business Process..., Staff Training, SOX, ITIL, Software Project..., Executive Relations, Network Building, Budgets, Business Process Mapping, Operations Management, Sarbanes-Oxley Act, Management, Vendor Management, IT Management, PMO, Project Portfolio..., Business Analysis, IT Strategy, Process Improvement, SDLC, Troubleshooting, Business Process, Enterprise Architecture, Business Intelligence, Information Technology, SharePoint, CRM, Visio, Integration, IT Operations, Requirements Gathering, Requirements Analysis, Solution Architecture, Resource Management, Software Documentation, System Deployment, Data Center
Education
Central Michigan University 2008 — 2010
Masters of Science, Administration - Information Resource Management
Central Michigan University 2004 — 2008
Bachelors of Science, Information Technology
Madison High
Diploma, General Studies
Ally Financial Inc. November 2014 - Present
CAPTRUST August 2014 - November 2014
CapTrust Financial Advisors (Formerly Freedom One) January 2013 - July 2014
Freedom One Financial Group 2011 - July 2014
Ford Motor Company 2000 - 2011
MEEMIC Insurance Company September 1999 - February 2000
Peoples State Bank September 1997 - October 1999
City of Madison Heights July 1997 - September 1997
Skills
Strategic Technology..., Enterprise Ops..., Technology Integration, Change Management, Agile Project Management, Project Planning, Disaster Recovery, Hardware Architecture, Policy/Procedure..., Information Security..., Budget Management, Cost Management, Process Mapping, Business Process..., Staff Training, SOX, ITIL, Software Project..., Executive Relations, Network Building, Budgets, Business Process Mapping, Operations Management, Sarbanes-Oxley Act, Management, Vendor Management, IT Management, PMO, Project Portfolio..., Business Analysis, IT Strategy, Process Improvement, SDLC, Troubleshooting, Business Process, Enterprise Architecture, Business Intelligence, Information Technology, SharePoint, CRM, Visio, Integration, IT Operations, Requirements Gathering, Requirements Analysis, Solution Architecture, Resource Management, Software Documentation, System Deployment, Data Center
Education
Central Michigan University 2008 — 2010
Masters of Science, Administration - Information Resource Management
Central Michigan University 2004 — 2008
Bachelors of Science, Information Technology
Madison High
Diploma, General Studies
Ann Ayers Ann Ayers's Freedom One Financial Group Experience 1995 - 2004
Job Lead Materials Handler at BASF
Industry Human Resources
Experience
BASF October 2013 - Present
BASF October 2009 - September 2013
Federal-Mogul July 2004 - April 2009
Freedom One Financial Group 1995 - 2004
Skills
PowerPoint, Teamwork, Microsoft Excel, Budgets, Confidentiality, Human Resources, Recruiting, Employee Relations, Talent Management, Management, Training, Employee Benefits, Interviews, System Administration, Performance Management, Time Management, Accounts Payable, Analysis
Education
University of Phoenix 2001 — 2002
Certification, Human Resources Management
Macomb Community College
Associate of Applied Science, Marketing
BASF October 2013 - Present
BASF October 2009 - September 2013
Federal-Mogul July 2004 - April 2009
Freedom One Financial Group 1995 - 2004
Skills
PowerPoint, Teamwork, Microsoft Excel, Budgets, Confidentiality, Human Resources, Recruiting, Employee Relations, Talent Management, Management, Training, Employee Benefits, Interviews, System Administration, Performance Management, Time Management, Accounts Payable, Analysis
Education
University of Phoenix 2001 — 2002
Certification, Human Resources Management
Macomb Community College
Associate of Applied Science, Marketing
Geoff Zimmermann Geoff Zimmermann's Freedom One Financial Group Experience November 2000 - December 2005
Job
Industry Accounting
Experience
Liberty Global September 2012 - Present
PwC March 2011 - September 2012
Citizens Bank Wealth Management, N.A. May 2006 - September 2007
Freedom One Financial Group November 2000 - December 2005
Education
Northwestern University School of Law 2008 — 2009
LL.M, Taxation
University of Detroit Mercy School of Law 2005 — 2008
Juris Doctorate
University of Michigan 1995 — 2000
BA, Economics
Liberty Global September 2012 - Present
PwC March 2011 - September 2012
Citizens Bank Wealth Management, N.A. May 2006 - September 2007
Freedom One Financial Group November 2000 - December 2005
Education
Northwestern University School of Law 2008 — 2009
LL.M, Taxation
University of Detroit Mercy School of Law 2005 — 2008
Juris Doctorate
University of Michigan 1995 — 2000
BA, Economics
Julie Tabish Julie Tabish's Freedom One Financial Group Experience March 2004 - December 2012
Job Practice Leader at The Metiss Group
Industry Financial Services
Experience
The Metiss Group December 2014 - Present
CAPTRUST Financial Advisors January 2013 - January 2015
Freedom One Financial Group March 2004 - December 2012
Limited Brands October 2000 - September 2004
Arthur Andersen July 1999 - October 2000
Price Waterhouse Coopers September 1997 - July 1999
PNC June 1995 - September 1997
Skills
Investments, Due Diligence, Financial Analysis, 401k, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Analysis, Strategy, Investment Strategies, Asset Allocation, Leadership Development, Mergers, Investment Advisory, Consulting, Retirement Plan..., Fiduciary Management, Qualified Retirement..., Financial Advisory, Building Relationships, Defined Benefit, Alternative Investments, Portfolio Management
Education
University of Pittsburgh 1991 — 1995
Bachelor of Arts (B.A.), Business Management and Economics
University of Pittsburgh 1991 — 1995
Accounting Certificate, Accounting
The Metiss Group December 2014 - Present
CAPTRUST Financial Advisors January 2013 - January 2015
Freedom One Financial Group March 2004 - December 2012
Limited Brands October 2000 - September 2004
Arthur Andersen July 1999 - October 2000
Price Waterhouse Coopers September 1997 - July 1999
PNC June 1995 - September 1997
Skills
Investments, Due Diligence, Financial Analysis, 401k, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Analysis, Strategy, Investment Strategies, Asset Allocation, Leadership Development, Mergers, Investment Advisory, Consulting, Retirement Plan..., Fiduciary Management, Qualified Retirement..., Financial Advisory, Building Relationships, Defined Benefit, Alternative Investments, Portfolio Management
Education
University of Pittsburgh 1991 — 1995
Bachelor of Arts (B.A.), Business Management and Economics
University of Pittsburgh 1991 — 1995
Accounting Certificate, Accounting
Elisha Gray Elisha Gray's Freedom One Financial Group Experience October 2010 - May 2012
Job Headhunter & Staffing Support Specialist at Movement Search & Delivery | LION |
Industry Staffing and Recruiting
Experience
Movement Search & Delivery July 2012 - Present
Freedom One Financial Group October 2010 - May 2012
Freedom One Financial Group June 2007 - May 2012
Davison Heating and Cooling July 2003 - June 2007
Skills
Employee Benefits, Employee Relations, 401k, Strategic Planning, Recruiting, Accounting, Change Management, Insurance, Coaching, Financial Reporting, Human Resources, Accounts Receivable, Process Improvement, Outlook, Sourcing, Operations Management, Staffing Services, Benefits Administration, Automotive, Executive Search, Technical Recruiting, Financial Services, Payroll, Financial Analysis, Talent Acquisition, Onboarding, Microsoft Office, Talent Management, Microsoft Excel, Accounts Payable, Budgets, HRIS, Training, Interviews, Employee Engagement, Vendor Management, Organizational..., Personnel Management, Teamwork, Hiring, Problem Solving, Leadership Development, Policy, PowerPoint, Leadership, Mentoring, Performance Management, Finance, Analysis, Time Management
Education
Baker College Business and Corporate Services 2002 — 2004
Bachelors - Human Resource Management, Human Resources and Business Management
Baker College Business and Corporate Services 2000 — 2002
Associates in Business Management, Business Management
Movement Search & Delivery July 2012 - Present
Freedom One Financial Group October 2010 - May 2012
Freedom One Financial Group June 2007 - May 2012
Davison Heating and Cooling July 2003 - June 2007
Skills
Employee Benefits, Employee Relations, 401k, Strategic Planning, Recruiting, Accounting, Change Management, Insurance, Coaching, Financial Reporting, Human Resources, Accounts Receivable, Process Improvement, Outlook, Sourcing, Operations Management, Staffing Services, Benefits Administration, Automotive, Executive Search, Technical Recruiting, Financial Services, Payroll, Financial Analysis, Talent Acquisition, Onboarding, Microsoft Office, Talent Management, Microsoft Excel, Accounts Payable, Budgets, HRIS, Training, Interviews, Employee Engagement, Vendor Management, Organizational..., Personnel Management, Teamwork, Hiring, Problem Solving, Leadership Development, Policy, PowerPoint, Leadership, Mentoring, Performance Management, Finance, Analysis, Time Management
Education
Baker College Business and Corporate Services 2002 — 2004
Bachelors - Human Resource Management, Human Resources and Business Management
Baker College Business and Corporate Services 2000 — 2002
Associates in Business Management, Business Management
Craig Coughenour Craig Coughenour's Freedom One Financial Group Experience 1995 - 2000
Job Manager Financial Planning & Analysis at GE Healthcare
Industry Biotechnology
Experience
GE Healthcare March 2014 - Present
Thermo Fisher Scientific October 2011 - March 2014
InfoPrint Solutions August 2007 - October 2011
International Business Machines 2001 - 2007
Freedom One Financial Group 1995 - 2000
Royal Maccabees Life Insurance Company 1993 - 1995
Skills
Forecasting, Hyperion Enterprise, Financial Modeling, Financial Analysis, Analysis, Product Management, Finance, Financial Services, Financial Reporting, Pricing, Risk Management, Strategic Financial..., Sarbanes-Oxley Act, Cross-functional Team..., Process Improvement, Variance Analysis, Essbase, Business Process...
Education
University of Colorado Boulder 2000 — 2002
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2002
GE Healthcare March 2014 - Present
Thermo Fisher Scientific October 2011 - March 2014
InfoPrint Solutions August 2007 - October 2011
International Business Machines 2001 - 2007
Freedom One Financial Group 1995 - 2000
Royal Maccabees Life Insurance Company 1993 - 1995
Skills
Forecasting, Hyperion Enterprise, Financial Modeling, Financial Analysis, Analysis, Product Management, Finance, Financial Services, Financial Reporting, Pricing, Risk Management, Strategic Financial..., Sarbanes-Oxley Act, Cross-functional Team..., Process Improvement, Variance Analysis, Essbase, Business Process...
Education
University of Colorado Boulder 2000 — 2002
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2002
Kimberly Pasquantonio, CAP Kimberly Pasquantonio, CAP's Freedom One Financial Group Experience 2001 - 2002
Job Operations Administrative Manager at CSIG Holding Company
Industry Hospital & Health Care
Experience
CSIG Holding Company June 2015 - Present
CSIG Holding Company November 2013 - Present
Collins, Buri & McConkey, LLP 2002 - November 2013
Freedom One Financial Group 2001 - 2002
Covansys (Formerly Complete Business Solutions, Inc.) March 2000 - July 2001
Complete Business Solutions, Inc August 1998 - February 2000
Collins, Buri & McConkey, LLP 1989 - 1998
Skills
QuickBooks, Accounts Payable, Payroll, Confidentiality, Bookkeeping, Accounts Receivable, Notary Public, Human Resources, File Management, Office Management, Time Management, Event Management, Timeslips, Accounting, Quality Control, Network Administration, Supervising/Mentoring, Microsoft Office 2013, SharePoint, Project Management, Spreadsheets, Administrative...
Education
International Association of Administrative Professionals 1995 — 2015
Certified Administrative Professional, Administrative
Oakland Community College 2008 — 2010
Certificate, Accounting, 4.0
Oakland Community College 1988 — 1998
BIS, Business/Accounting, 3.65
CSIG Holding Company June 2015 - Present
CSIG Holding Company November 2013 - Present
Collins, Buri & McConkey, LLP 2002 - November 2013
Freedom One Financial Group 2001 - 2002
Covansys (Formerly Complete Business Solutions, Inc.) March 2000 - July 2001
Complete Business Solutions, Inc August 1998 - February 2000
Collins, Buri & McConkey, LLP 1989 - 1998
Skills
QuickBooks, Accounts Payable, Payroll, Confidentiality, Bookkeeping, Accounts Receivable, Notary Public, Human Resources, File Management, Office Management, Time Management, Event Management, Timeslips, Accounting, Quality Control, Network Administration, Supervising/Mentoring, Microsoft Office 2013, SharePoint, Project Management, Spreadsheets, Administrative...
Education
International Association of Administrative Professionals 1995 — 2015
Certified Administrative Professional, Administrative
Oakland Community College 2008 — 2010
Certificate, Accounting, 4.0
Oakland Community College 1988 — 1998
BIS, Business/Accounting, 3.65
Tyler Benmark's Freedom One Financial Group Experience March 2011 - August 2011
Job UX Design Producer at Zenith at Google
Industry Computer Software
Experience
Zenith at Google August 2015 - Present
Indosys Corporation at Google May 2014 - July 2015
SocialGlimpz July 2013 - May 2014
Sanga Marketing July 2012 - July 2013
Kalamazoo College July 2012 - September 2012
Freedom One Financial Group March 2011 - August 2011
Skills
Morningstar, Event Management, Critical Thinking, Research, Public Speaking, Event Planning, Community Outreach, PowerPoint, Microsoft Office, Teamwork, Microsoft Excel, Java, PHP, MYSQL, HTML 5, CSS3, JavaScript, jQuery, HTML, MySQL, Facebook, CSS, Google Analytics, Social Media, WordPress, Web Design, Programming, Analysis, Photoshop, Management, HTML5
Education
Kalamazoo College 2009 — 2013
Bachelor of Arts, Business
Strasbourg University 2011 — 2012
Linguistics; European Politics
Zenith at Google August 2015 - Present
Indosys Corporation at Google May 2014 - July 2015
SocialGlimpz July 2013 - May 2014
Sanga Marketing July 2012 - July 2013
Kalamazoo College July 2012 - September 2012
Freedom One Financial Group March 2011 - August 2011
Skills
Morningstar, Event Management, Critical Thinking, Research, Public Speaking, Event Planning, Community Outreach, PowerPoint, Microsoft Office, Teamwork, Microsoft Excel, Java, PHP, MYSQL, HTML 5, CSS3, JavaScript, jQuery, HTML, MySQL, Facebook, CSS, Google Analytics, Social Media, WordPress, Web Design, Programming, Analysis, Photoshop, Management, HTML5
Education
Kalamazoo College 2009 — 2013
Bachelor of Arts, Business
Strasbourg University 2011 — 2012
Linguistics; European Politics
Casey Pogodzinski Casey Pogodzinski's Freedom One Financial Group Experience December 2011 - December 2012
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST Financial Advisors January 2013 - Present
Freedom One Financial Group December 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Cypress Bioscience 2008 - 2010
Genzyme Biosurgery March 2006 - September 2008
Sankyo Pharma 2000 - 2006
Skills
401k, Retirement Planning, Investments, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Pensions, Estate Planning, Sales Management, Insurance, Business Planning, Strategic Planning, Financial Analysis, Series 7, Financial Planning, Annuities, IRA's
Education
University of Michigan-Flint 1998 — 2001
MBA, Business
Oakland University 1993 — 1996
Bachelor of Science, Finance
CAPTRUST Financial Advisors January 2013 - Present
Freedom One Financial Group December 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Cypress Bioscience 2008 - 2010
Genzyme Biosurgery March 2006 - September 2008
Sankyo Pharma 2000 - 2006
Skills
401k, Retirement Planning, Investments, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Pensions, Estate Planning, Sales Management, Insurance, Business Planning, Strategic Planning, Financial Analysis, Series 7, Financial Planning, Annuities, IRA's
Education
University of Michigan-Flint 1998 — 2001
MBA, Business
Oakland University 1993 — 1996
Bachelor of Science, Finance
Ken Carbaugh Ken Carbaugh's Freedom One Financial Group Experience January 2003 - October 2003
Job Portfolio Manager at Liberty Capital Management
Industry Investment Management
Experience
Liberty Capital Management January 2014 - Present
Comerica Asset Management September 2012 - January 2014
Portfolio Solutions, LLC October 2003 - August 2012
Freedom One Financial Group January 2003 - October 2003
Standish Mellon Asset Management March 2001 - September 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management
Education
University of Detroit Mercy 2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics
College for Financial Planning 2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management
Walsh College 1995 — 1999
BBA, Finance
Liberty Capital Management January 2014 - Present
Comerica Asset Management September 2012 - January 2014
Portfolio Solutions, LLC October 2003 - August 2012
Freedom One Financial Group January 2003 - October 2003
Standish Mellon Asset Management March 2001 - September 2002
Investors Bank & Trust March 2000 - March 2001
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Bonds, Trading, Bloomberg Terminal, Equity Trading, ETFs, Wealth Management, Securities, Mutual Funds, Equities, Investment Management, Valuation, Asset Management
Education
University of Detroit Mercy 2012 — 2015
Master of Business Administration (M.B.A.), Financial Economics
College for Financial Planning 2012 — 2012
AWMA® - Accredited Wealth Management Advisor(SM), Wealth Management
Walsh College 1995 — 1999
BBA, Finance
Steve Scheffler Steve Scheffler's Freedom One Financial Group Experience February 2005 - July 2005
Job Network Engineer at United Data Technologies
Industry Import and Export
Experience
United Data Technologies September 2015 - Present
HCA June 2015 - September 2015
Continental October 2013 - December 2014
Living in Sweden January 2013 - July 2013
Livingston International April 2012 - December 2012
JPMorgan Chase August 2007 - March 2012
Applied Value October 2006 - December 2006
Freedom One Financial Group February 2005 - July 2005
Skills
Logistics, Export, Purchasing, Microsoft Office, Customs Regulations, Customer Service, International Trade, Microsoft Excel, Analysis, Business Analysis, Transportation, Supply Chain Management, Export Controls, SAP, Supply Chain
Education
Valparaiso University 2005 — 2006
Master of Science, International Commerce and Policy
Oakland University 2000 — 2004
Bachelor of Arts, Political Science
Turun yliopisto 2002 — 2002
Nordic/Finnish Studies
United Data Technologies September 2015 - Present
HCA June 2015 - September 2015
Continental October 2013 - December 2014
Living in Sweden January 2013 - July 2013
Livingston International April 2012 - December 2012
JPMorgan Chase August 2007 - March 2012
Applied Value October 2006 - December 2006
Freedom One Financial Group February 2005 - July 2005
Skills
Logistics, Export, Purchasing, Microsoft Office, Customs Regulations, Customer Service, International Trade, Microsoft Excel, Analysis, Business Analysis, Transportation, Supply Chain Management, Export Controls, SAP, Supply Chain
Education
Valparaiso University 2005 — 2006
Master of Science, International Commerce and Policy
Oakland University 2000 — 2004
Bachelor of Arts, Political Science
Turun yliopisto 2002 — 2002
Nordic/Finnish Studies
James Uh James Uh's Freedom One Financial Group Experience September 2005 - March 2011
Job President of Retirement Plan Services at InvestWise Financial
Industry Financial Services
Experience
InvestWise Financial October 2014 - Present
InvestWise Financial March 2011 - Present
InvestWise Financial July 2013 - October 2014
Freedom One Financial Group September 2005 - March 2011
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor of Arts, Finance
InvestWise Financial October 2014 - Present
InvestWise Financial March 2011 - Present
InvestWise Financial July 2013 - October 2014
Freedom One Financial Group September 2005 - March 2011
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor of Arts, Finance
Priscilla A Hancock, RPA®, QPA®, QKA® Priscilla A Hancock, RPA®, QPA®, QKA®'s Freedom One Financial Group Experience 2001 - 2005
Job Workflow technology for tax, accounting, payroll and firm management
Industry Financial Services
Experience
Thomson Reuters July 2010 - Present
Freedom One Financial Group 2001 - 2005
NADA Retirement Trust 1988 - 2000
CIGNA (currently Prudential) 1985 - 1988
Aetna 1984 - 1985
Skills
Retirement Planning, Investments, Portfolio Management, Investment Advisory, ERISA, Sales Process, CRM, Training, Retirement, Accounting, Pensions, Strategy, Leadership, Asset Allocation, Mutual Funds, Consulting, Management, Strategic Planning, Wealth Management, Sales, Financial Services, Strategic Financial..., Tax, Finance, Securities, Financial Analysis, Marketing, Process Improvement, Customer Service, Account Management, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CEBS-RPA®
American Society of Pension Professionals and Actuaries 2008 — 2008
QPA®, QKA®
William & Mary 1980 — 1984
Bachelor of Arts
St. Gregory's
St. Gregory's
Thomson Reuters July 2010 - Present
Freedom One Financial Group 2001 - 2005
NADA Retirement Trust 1988 - 2000
CIGNA (currently Prudential) 1985 - 1988
Aetna 1984 - 1985
Skills
Retirement Planning, Investments, Portfolio Management, Investment Advisory, ERISA, Sales Process, CRM, Training, Retirement, Accounting, Pensions, Strategy, Leadership, Asset Allocation, Mutual Funds, Consulting, Management, Strategic Planning, Wealth Management, Sales, Financial Services, Strategic Financial..., Tax, Finance, Securities, Financial Analysis, Marketing, Process Improvement, Customer Service, Account Management, Business Development
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CEBS-RPA®
American Society of Pension Professionals and Actuaries 2008 — 2008
QPA®, QKA®
William & Mary 1980 — 1984
Bachelor of Arts
St. Gregory's
St. Gregory's
Tom Boyungs, QPFC Tom Boyungs, QPFC's Freedom One Financial Group Experience December 2009 - November 2012
Job Relationship Manager at The Benefit Advantage
Industry Investment Management
Experience
The Benefit Advantage Inc. November 2012 - Present
Freedom One Financial Group December 2009 - November 2012
Freedom One Financial Group November 2004 - November 2009
Prudential Financial September 2003 - November 2004
M & O Marketing 2002 - 2003
Skills
Retirement Planning, Financial Services, Management, 401k, Retirement Plan..., Retirement, IRAs, Mutual Funds, Investment Advisory, Defined Benefit, ERISA, Asset Allocation, Wealth Management, Investment Strategies, Pensions, Series 7, Alternative Investments, Investments, Securities, Strategic Financial..., Relationship Management, Due Diligence, Portfolio Management, Roth IRA, Asset Management, Financial Advisory, Series 63, Equities, Financial Analysis, Employee Benefits, Defined Contribution, Fixed Annuities, Series 65, Life Insurance, Investment Management, Business Planning, Uniform Combined State..., Insurance, Profit Sharing
Education
Michigan State University 1997 — 2001
Bachelors, Business Marketing
Royal Oak Kimball High School 1992 — 1996
High School Diploma, General Studies
The Benefit Advantage Inc. November 2012 - Present
Freedom One Financial Group December 2009 - November 2012
Freedom One Financial Group November 2004 - November 2009
Prudential Financial September 2003 - November 2004
M & O Marketing 2002 - 2003
Skills
Retirement Planning, Financial Services, Management, 401k, Retirement Plan..., Retirement, IRAs, Mutual Funds, Investment Advisory, Defined Benefit, ERISA, Asset Allocation, Wealth Management, Investment Strategies, Pensions, Series 7, Alternative Investments, Investments, Securities, Strategic Financial..., Relationship Management, Due Diligence, Portfolio Management, Roth IRA, Asset Management, Financial Advisory, Series 63, Equities, Financial Analysis, Employee Benefits, Defined Contribution, Fixed Annuities, Series 65, Life Insurance, Investment Management, Business Planning, Uniform Combined State..., Insurance, Profit Sharing
Education
Michigan State University 1997 — 2001
Bachelors, Business Marketing
Royal Oak Kimball High School 1992 — 1996
High School Diploma, General Studies
Kathy Somes's Freedom One Financial Group Experience January 2007 - February 2013
Job Fund Manager Due Diligence Expert
Industry Financial Services
Experience
Resource Strategies 2014 - 2015
Resource Strategies 2014 - 2015
Allegheny Financial February 2013 - February 2014
Freedom One Financial Group January 2007 - February 2013
United American Insurance 2007 - 2008
ValMark Securities 1988 - 1995
Skills
Mutual Funds, Investments, Portfolio Management, 401k, Retirement Planning, Due Diligence, Asset Management, Analysis, Financial Planning, Financial Modeling, Microsoft Office, Financial Analysis, Investment Manager Due..., Competitive Analysis, Market Analysis, Computer Literate, Service Excellence, Performance Measurement, Performance Analysis, PowerPoint, Research, Excel, Economics, Word
Education
Cornell University
BS, Business Management (Ag Econ)
Resource Strategies 2014 - 2015
Resource Strategies 2014 - 2015
Allegheny Financial February 2013 - February 2014
Freedom One Financial Group January 2007 - February 2013
United American Insurance 2007 - 2008
ValMark Securities 1988 - 1995
Skills
Mutual Funds, Investments, Portfolio Management, 401k, Retirement Planning, Due Diligence, Asset Management, Analysis, Financial Planning, Financial Modeling, Microsoft Office, Financial Analysis, Investment Manager Due..., Competitive Analysis, Market Analysis, Computer Literate, Service Excellence, Performance Measurement, Performance Analysis, PowerPoint, Research, Excel, Economics, Word
Education
Cornell University
BS, Business Management (Ag Econ)
Dave Carrill's Freedom One Financial Group Experience May 2005 - February 2013
Job Senior Cyber Security Engineer at ITC Holdings Corp.
Industry Computer Networking
Experience
ITC Holdings Corp. February 2015 - Present
ITC Holdings Corp. June 2014 - February 2015
Ciber at ITC Holdings February 2013 - June 2014
Freedom One Financial Group May 2005 - February 2013
Best Buy 2005 - 2005
Best Buy 2000 - 2002
Skills
Disaster Recovery, Network Administration, CRM, Team Leadership, Servers, Microsoft Office, Security, Software Documentation, Requirements Analysis, Business Analysis, Strategic Planning, Positive Can-do Attitude, Management, Hardware, Active Directory, Enterprise Architecture, Windows Server, Testing, VMware, Networking
Education
Central Michigan University 2000 — 2004
Bachelor of Applied Arts, 3.64 GPA
ITC Holdings Corp. February 2015 - Present
ITC Holdings Corp. June 2014 - February 2015
Ciber at ITC Holdings February 2013 - June 2014
Freedom One Financial Group May 2005 - February 2013
Best Buy 2005 - 2005
Best Buy 2000 - 2002
Skills
Disaster Recovery, Network Administration, CRM, Team Leadership, Servers, Microsoft Office, Security, Software Documentation, Requirements Analysis, Business Analysis, Strategic Planning, Positive Can-do Attitude, Management, Hardware, Active Directory, Enterprise Architecture, Windows Server, Testing, VMware, Networking
Education
Central Michigan University 2000 — 2004
Bachelor of Applied Arts, 3.64 GPA
Lisa Keith, QKA's Freedom One Financial Group Experience October 2005 - March 2010
Job Qualified Retirement Plan Consultant
Industry Financial Services
Experience
Self Employed February 2011 - Present
Freedom One Financial Group October 2005 - March 2010
Skills
401k, ERISA, Pensions, Retirement, Pension Administration, Employee Benefits, Profit Sharing, Retirement Plan...
Education
Michigan State University 1981 — 1985
BA, Finance
Self Employed February 2011 - Present
Freedom One Financial Group October 2005 - March 2010
Skills
401k, ERISA, Pensions, Retirement, Pension Administration, Employee Benefits, Profit Sharing, Retirement Plan...
Education
Michigan State University 1981 — 1985
BA, Finance
Matt Schall's Freedom One Financial Group Experience 1997 - 2002
Job Conversion Manager at Alliance Benefit Group of MI
Industry Financial Services
Experience
Alliance Benefit Group of MI 2003 - Present
Freedom One Financial Group 1997 - 2002
Freedom One Financial Group 1995 - 1997
Freedom One Financial Group 1993 - 1995
Skills
Requirements Analysis, Financial Planning, Financial Services, Investments, Management, 401k
Education
University of Michigan-Dearborn 1977 — 1981
BSA, Managerial Economics and Finance
Alliance Benefit Group of MI 2003 - Present
Freedom One Financial Group 1997 - 2002
Freedom One Financial Group 1995 - 1997
Freedom One Financial Group 1993 - 1995
Skills
Requirements Analysis, Financial Planning, Financial Services, Investments, Management, 401k
Education
University of Michigan-Dearborn 1977 — 1981
BSA, Managerial Economics and Finance
Laurie Vamos's Freedom One Financial Group Experience August 2012 - December 2012
Job Team Leader, Participant Call Center at CAPTRUST
Industry Financial Services
Experience
CAPTRUST January 2013 - Present
Freedom One Financial Group August 2012 - December 2012
Freedom One Financial Group June 1999 - August 2012
Freedom One Financial Group June 2003 - June 2008
Freedom One Financial Group June 1999 - April 2005
Michigan National Bank January 1978 - June 1999
Skills
401k, Employee Benefits, Recruiting, Retirement, Mutual Funds, Retirement Planning, Management, Pensions, Business Analysis, Defined Benefit, ERISA, Portfolio Management, Human Resources, Strategic Financial..., Asset Management, CRM, Financial Planning, Investments
Education
University of Michigan-Flint
University of Michigan-Flint
CAPTRUST January 2013 - Present
Freedom One Financial Group August 2012 - December 2012
Freedom One Financial Group June 1999 - August 2012
Freedom One Financial Group June 2003 - June 2008
Freedom One Financial Group June 1999 - April 2005
Michigan National Bank January 1978 - June 1999
Skills
401k, Employee Benefits, Recruiting, Retirement, Mutual Funds, Retirement Planning, Management, Pensions, Business Analysis, Defined Benefit, ERISA, Portfolio Management, Human Resources, Strategic Financial..., Asset Management, CRM, Financial Planning, Investments
Education
University of Michigan-Flint
University of Michigan-Flint
Chris Albon's Freedom One Financial Group Experience February 2005 - August 2007
Job Senior Plan Analyst at Verisight, Inc
Industry Investment Management
Experience
Verisight, Inc February 2014 - Present
Interstate Hotels & Resorts March 2012 - February 2014
Columbia Benefits Consultants, Inc. August 2008 - March 2012
Crowe Chizek August 2007 - August 2008
Freedom One Financial Group February 2005 - August 2007
Bank One November 1998 - October 2002
Skills
Compliance, Administration, Financial Reporting, Auditing, Accounting, Customer Service, Customer Relations, Financial Analysis, Small Business, Microsoft Office, Analysis, Benefits Administration, Excel, Employee Relations, Due Diligence, Financial Management, Asset Management, Human Resources, Investments, Microsoft Excel, Retirement, Retirement Planning, Employee Benefits, Management, Pensions, 401k, Mutual Funds, Deferred Compensation
Education
Michigan State University 1990 — 1995
Bachelor of Arts, Japanese/Economics
Lansing Community College 2003 — 2003
None, Japanese Studies
Verisight, Inc February 2014 - Present
Interstate Hotels & Resorts March 2012 - February 2014
Columbia Benefits Consultants, Inc. August 2008 - March 2012
Crowe Chizek August 2007 - August 2008
Freedom One Financial Group February 2005 - August 2007
Bank One November 1998 - October 2002
Skills
Compliance, Administration, Financial Reporting, Auditing, Accounting, Customer Service, Customer Relations, Financial Analysis, Small Business, Microsoft Office, Analysis, Benefits Administration, Excel, Employee Relations, Due Diligence, Financial Management, Asset Management, Human Resources, Investments, Microsoft Excel, Retirement, Retirement Planning, Employee Benefits, Management, Pensions, 401k, Mutual Funds, Deferred Compensation
Education
Michigan State University 1990 — 1995
Bachelor of Arts, Japanese/Economics
Lansing Community College 2003 — 2003
None, Japanese Studies
Cheryl Johnson's Freedom One Financial Group Experience 2006 - 2008
Job Chief Financial Officer at New Paradigm for Education
Industry Accounting
Experience
New Paradigm for Education March 2014 - Present
City of Detroit July 2009 - Present
City of Detroit July 2011 - December 2013
Esys Corporation 2008 - 2009
Freedom One Financial Group 2006 - 2008
Detroit Public Schools 1994 - 1995
DaimlerChrysler Financial Services 1989 - 1993
Medstat 1986 - 1989
Michigan Consolidated Gas Co. 1985 - 1986
Coopers & Lybrand 1981 - 1985
Skills
Accounting, Budget, Financial Reporting, Strategic Planning, Budgets, Finance, Financial Modeling, Auditing, Investments, Team Building, Microsoft Excel, Small Business, Strategic Financial..., Managerial Finance, Customer Service, Strategy, Leadership, Internal Controls, Project Planning, Business Strategy, Contract Negotiation, Nonprofits, Forecasting, Project Management, Policy, Portfolio Management, Cash Management, Analysis, Risk Management, Due Diligence, Negotiation, Process Improvement, Banking, Change Management, Government, Microsoft Office, Management, PowerPoint, Program Management, Mergers & Acquisitions, Accounts Payable, Business Planning, Business Process..., Financial Planning, Accounts Receivable, Treasury Management, Payroll, Financial Accounting
Education
University of Detroit Mercy 1990 — 1992
MBA, Finance
Michigan State University 1977 — 1981
B.A., Accounting
New Paradigm for Education March 2014 - Present
City of Detroit July 2009 - Present
City of Detroit July 2011 - December 2013
Esys Corporation 2008 - 2009
Freedom One Financial Group 2006 - 2008
Detroit Public Schools 1994 - 1995
DaimlerChrysler Financial Services 1989 - 1993
Medstat 1986 - 1989
Michigan Consolidated Gas Co. 1985 - 1986
Coopers & Lybrand 1981 - 1985
Skills
Accounting, Budget, Financial Reporting, Strategic Planning, Budgets, Finance, Financial Modeling, Auditing, Investments, Team Building, Microsoft Excel, Small Business, Strategic Financial..., Managerial Finance, Customer Service, Strategy, Leadership, Internal Controls, Project Planning, Business Strategy, Contract Negotiation, Nonprofits, Forecasting, Project Management, Policy, Portfolio Management, Cash Management, Analysis, Risk Management, Due Diligence, Negotiation, Process Improvement, Banking, Change Management, Government, Microsoft Office, Management, PowerPoint, Program Management, Mergers & Acquisitions, Accounts Payable, Business Planning, Business Process..., Financial Planning, Accounts Receivable, Treasury Management, Payroll, Financial Accounting
Education
University of Detroit Mercy 1990 — 1992
MBA, Finance
Michigan State University 1977 — 1981
B.A., Accounting
Jamie Hoeberling's Freedom One Financial Group Experience July 2010 - December 2013
Job Owner/President at J&W Ventures (A Family Affair)
Industry Banking
Experience
J&W Ventures (A Family Affair) December 2012 - Present
Freedom One Financial Group July 2010 - December 2013
Comerica bank June 1999 - July 2009
NBD 1997 - 1999
Skills
401k, Pensions, Financial Services, Retirement, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, ERISA, Mutual Funds, Wealth Management, Asset Allocation
Education
Michigan State University 1986 — 1990
BA, Accounting
J&W Ventures (A Family Affair) December 2012 - Present
Freedom One Financial Group July 2010 - December 2013
Comerica bank June 1999 - July 2009
NBD 1997 - 1999
Skills
401k, Pensions, Financial Services, Retirement, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, ERISA, Mutual Funds, Wealth Management, Asset Allocation
Education
Michigan State University 1986 — 1990
BA, Accounting
Michael DeTone, CFP®'s Freedom One Financial Group Experience March 1996 - March 2004
Job CERTIFIED FINANCIAL PLANNER ™ professional at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors April 2004 - Present
Freedom One Financial Group March 1996 - March 2004
Young & Rubicam October 1992 - March 1996
Skills
Retirement Planning, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston University 2008 — 2010
Financial Planning
Oakland University 1989 — 1996
Bachelors, Accounting
VALIC Financial Advisors April 2004 - Present
Freedom One Financial Group March 1996 - March 2004
Young & Rubicam October 1992 - March 1996
Skills
Retirement Planning, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Financial Advisory, Investment Advisory, Wealth Management
Education
Boston University 2008 — 2010
Financial Planning
Oakland University 1989 — 1996
Bachelors, Accounting
Alicia Cerulla's Freedom One Financial Group Experience June 2007 - March 2009
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Education Management
Experience
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Jennifer Pishko's Freedom One Financial Group Experience October 1993 - June 2000
Job Pension Coordinator at BeneSys, Inc.
Industry Financial Services
Experience
BeneSys, Inc. May 2009 - Present
AIG VALIC June 2000 - April 2009
Freedom One Financial Group October 1993 - June 2000
Education
Cleveland State University 1982 — 1986
BBA, Finance
BeneSys, Inc. May 2009 - Present
AIG VALIC June 2000 - April 2009
Freedom One Financial Group October 1993 - June 2000
Education
Cleveland State University 1982 — 1986
BBA, Finance
Tony Gemolas's Freedom One Financial Group Experience August 2002 - April 2011
Job Senior Financial Analyst at HoMedics
Industry Financial Services
Experience
HoMedics November 2013 - Present
PREZIO Health April 2011 - November 2013
Freedom One Financial Group August 2002 - April 2011
Skills
Financial Analysis, Financial Reporting, 401k, Finance, Portfolio Management, Strategic Financial..., Investments, Financial Modeling, Accounting, Access, Analysis, Financial Services, Alternative Investments, Mutual Funds, Financial Planning, Asset Allocation, Asset Management
Education
Michigan State University
Finance
Walsh College of Accountancy and Business Administration
MBA
HoMedics November 2013 - Present
PREZIO Health April 2011 - November 2013
Freedom One Financial Group August 2002 - April 2011
Skills
Financial Analysis, Financial Reporting, 401k, Finance, Portfolio Management, Strategic Financial..., Investments, Financial Modeling, Accounting, Access, Analysis, Financial Services, Alternative Investments, Mutual Funds, Financial Planning, Asset Allocation, Asset Management
Education
Michigan State University
Finance
Walsh College of Accountancy and Business Administration
MBA
John (x1633)'s Freedom One Financial Group Experience March 2003 - Present
Job Owner at JMW Consulting LLC.
Industry Financial Services
Experience
Freedom One Financial Group March 2003 - Present
JMW Consulting LLC. January 1989 - Present
Skills
People Skills
Education
University of Missouri-Columbia 1983 — 1986
Bachelor of Science (BS), Education
Crowder College 1981 — 1983
Associate's degree, Education
Freedom One Financial Group March 2003 - Present
JMW Consulting LLC. January 1989 - Present
Skills
People Skills
Education
University of Missouri-Columbia 1983 — 1986
Bachelor of Science (BS), Education
Crowder College 1981 — 1983
Associate's degree, Education