FSC Securities
Description
Address: 2300 Windy Ridge Pkwy SE, Atlanta, GA 30339 Phone: (800) 547-2382Place name: : Website: : : Hours: : Category: : : Website: https://www.joinfsc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (4) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FSC Securities Corporation Posting publicly on the Web Write a review Reviews 1 Google review
FSC Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FSC Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FSC Securities Employees
Employee
Years
Job
Industry
Bill Honey Bill Honey's FSC Securities Experience July 1994 - Present
Job Financial Advisor and Certified Financial Planner at FSC Securities
Industry Financial Services
Experience
FSC Securities July 1994 - Present
FSC Securities January 1986 - Present
IDS Financial Services June 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Oklahoma 1976 — 1978
Bachelor's Degree
Northeastern Oklahoma A&M College 1974 — 1976
Associate's Degree
FSC Securities July 1994 - Present
FSC Securities January 1986 - Present
IDS Financial Services June 1982 - January 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Oklahoma 1976 — 1978
Bachelor's Degree
Northeastern Oklahoma A&M College 1974 — 1976
Associate's Degree
Norton Hindley Norton Hindley's FSC Securities Experience 1989 - 1998
Job President at The Hindley Group
Industry Hospital & Health Care
Experience
The Hindley Group 1988 - Present
The University of Texas Health Science Center at Houston 1987 - Present
Outdoor Ministries, Inc 1997 - 2003
FSC Securities 1989 - 1998
The Hindley Group, Inc. 1984 - 1998
Financial Building Blocks, INC 1987 - 1990
Integrated Resources Equity Corporation 1981 - 1989
Connecticut Mutual Life Insurance Company 1981 - 1981
Mutual Benefit Life Insurance Company 1977 - 1980
New York Life Insurance Company 1974 - 1976
Skills
Dentistry, Healthcare, Team Building, Public Speaking, Customer Service, Negotiation, Management Consulting, Strategic Planning, Teaching, Business Strategy, Marketing, New Business Development, Research, Microsoft Office, Coaching, Project Management, Leadership Development, Organizational..., Contract Negotiation, Marketing Strategy, Higher Education, Marketing Communications, Entrepreneurship, Leadership, Nonprofits, Fundraising, Program Development, Event Planning, Training, Management, Microsoft Word, Human Resources, Public Relations, Operations Management, Administration, Recruiting, Start-ups, Team Leadership, Performance Management, Hospitals, Microsoft Excel, Social Networking, Practice Management, Staff Development, Project Planning, Financial Analysis, Business Planning, Employee Relations, Business Development, Social Media
Education
University of Southern California 1963 — 1967
Bachelor of Arts (B.A.), Economics
The Hindley Group 1988 - Present
The University of Texas Health Science Center at Houston 1987 - Present
Outdoor Ministries, Inc 1997 - 2003
FSC Securities 1989 - 1998
The Hindley Group, Inc. 1984 - 1998
Financial Building Blocks, INC 1987 - 1990
Integrated Resources Equity Corporation 1981 - 1989
Connecticut Mutual Life Insurance Company 1981 - 1981
Mutual Benefit Life Insurance Company 1977 - 1980
New York Life Insurance Company 1974 - 1976
Skills
Dentistry, Healthcare, Team Building, Public Speaking, Customer Service, Negotiation, Management Consulting, Strategic Planning, Teaching, Business Strategy, Marketing, New Business Development, Research, Microsoft Office, Coaching, Project Management, Leadership Development, Organizational..., Contract Negotiation, Marketing Strategy, Higher Education, Marketing Communications, Entrepreneurship, Leadership, Nonprofits, Fundraising, Program Development, Event Planning, Training, Management, Microsoft Word, Human Resources, Public Relations, Operations Management, Administration, Recruiting, Start-ups, Team Leadership, Performance Management, Hospitals, Microsoft Excel, Social Networking, Practice Management, Staff Development, Project Planning, Financial Analysis, Business Planning, Employee Relations, Business Development, Social Media
Education
University of Southern California 1963 — 1967
Bachelor of Arts (B.A.), Economics
Deirdre Nesbitt Deirdre Nesbitt's FSC Securities Experience 1998 - 2012
Job Technical Support Analyst/Resource Coordinator
Industry Financial Services
Experience
Air Conditioning Experts May 2015 - Present
CompuCom Systems August 2014 - April 2015
AIG Advisor Group 1998 - 2012
FSC Securities 1998 - 2012
Skills
Call Centers, Troubleshooting, Customer Service, Financial Services, Management, Integration, Analysis, Operating Systems, CRM, Disaster Recovery, Software Documentation, SharePoint, Windows, Microsoft Office, Time Management, Risk Management, Computer Hardware, Communication, Help Desk Support, Team Leadership, Process Improvement, Vendor Management, Networking, Visio, Outlook, Microsoft Excel, System Administration, Call Center, Problem Solving, Adobe Acrobat, Remote Access, Web Applications, QuickBase
Education
Global Leadership College 2014 — 2015
IT Project Management
Dekalb Technical College
Diploma, Microcomputer Specialist
Air Conditioning Experts May 2015 - Present
CompuCom Systems August 2014 - April 2015
AIG Advisor Group 1998 - 2012
FSC Securities 1998 - 2012
Skills
Call Centers, Troubleshooting, Customer Service, Financial Services, Management, Integration, Analysis, Operating Systems, CRM, Disaster Recovery, Software Documentation, SharePoint, Windows, Microsoft Office, Time Management, Risk Management, Computer Hardware, Communication, Help Desk Support, Team Leadership, Process Improvement, Vendor Management, Networking, Visio, Outlook, Microsoft Excel, System Administration, Call Center, Problem Solving, Adobe Acrobat, Remote Access, Web Applications, QuickBase
Education
Global Leadership College 2014 — 2015
IT Project Management
Dekalb Technical College
Diploma, Microcomputer Specialist
David Schroll David Schroll's FSC Securities Experience September 2010 - July 2011
Job Compliance Analyst at Reliance Financial Group
Industry Financial Services
Experience
Reliance Financial Group April 2015 - Present
Kalos Financial August 2013 - April 2015
Auburn University College of Business January 2012 - June 2013
FSC Securities September 2010 - July 2011
FSC Securities January 2010 - August 2010
FSC Securities January 2008 - December 2009
FSC Securities December 2006 - December 2007
UPS Supply Chain Solutions 2002 - 2002
Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...
Education
Auburn University 2011 — 2013
Master of Science (MS), Finance, General
Auburn University 2011 — 2012
Master of Business Administration (M.B.A.)
Auburn University, College of Business 2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish
Reliance Financial Group April 2015 - Present
Kalos Financial August 2013 - April 2015
Auburn University College of Business January 2012 - June 2013
FSC Securities September 2010 - July 2011
FSC Securities January 2010 - August 2010
FSC Securities January 2008 - December 2009
FSC Securities December 2006 - December 2007
UPS Supply Chain Solutions 2002 - 2002
Skills
Management, Analysis, Financial Services, Mutual Funds, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Quality Assurance, Microsoft Word, Financial Modeling, Internal Audit, Public Speaking, Data Analysis, Research, Financial Analysis, SAS, Investments, Portfolio Management, Strategic Financial...
Education
Auburn University 2011 — 2013
Master of Science (MS), Finance, General
Auburn University 2011 — 2012
Master of Business Administration (M.B.A.)
Auburn University, College of Business 2001 — 2005
Bachelor of Science, Business Administration, Major - Finance, Minor - Spanish
Brandon Hayes Brandon Hayes's FSC Securities Experience June 2007 - March 2011
Job Vice President, Private CFO™ at oXYGen Financial Inc
Industry Financial Services
Experience
oXYGen Financial Inc August 2012 - Present
oXYGen Financial Inc March 2011 - August 2012
FSC Securities June 2007 - March 2011
FSC Securities November 2005 - June 2007
Burlington Soccer Club January 2005 - June 2005
Skills
New Business Development, Series 7, Business Networking, Relationship Development, Sales Process, Series 63, Cold Calling, Salesforce.com, Lead Generation, Personal Finance, Business Strategy, Building Relationships, Entrepreneurship, Sports Coaching, Inter-personal, Networking, Sales, Business Development, Recruiting, Licensed Life & Health..., Series 65
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
University of Georgia - Terry College of Business 2008 — 2009
Elon University 2001 — 2005
Bachelors of Science
oXYGen Financial Inc August 2012 - Present
oXYGen Financial Inc March 2011 - August 2012
FSC Securities June 2007 - March 2011
FSC Securities November 2005 - June 2007
Burlington Soccer Club January 2005 - June 2005
Skills
New Business Development, Series 7, Business Networking, Relationship Development, Sales Process, Series 63, Cold Calling, Salesforce.com, Lead Generation, Personal Finance, Business Strategy, Building Relationships, Entrepreneurship, Sports Coaching, Inter-personal, Networking, Sales, Business Development, Recruiting, Licensed Life & Health..., Series 65
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
University of Georgia - Terry College of Business 2008 — 2009
Elon University 2001 — 2005
Bachelors of Science
Michael Tekin Michael Tekin's FSC Securities Experience December 2000 - Present
Job Financial Advisor at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities December 2000 - Present
TFS December 1994 - December 2000
Corning Incorporated September 1989 - December 1994
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Retirement Savings, Income for Life, Wealth Management..., Wealth Preservation..., Retirement, Investments, Investment Strategies, Financial Advisory, Wealth, Securities, Asset Allocation, Financial Services, Wealth Management, Series 65, Series 7, 401k, Series 63, Mutual Funds, Wealth Accumulation, Financial Planners, 401k Rollovers, Investment Management, Roth IRA, Asset Management, Disability Insurance, Long-term Care, Portfolio Management, IRAs, Alternative Investments, ETFs, Insurance, College Savings Plans, Personal Financial..., Retirement Plan..., Income Protection, Bonds, Pensions, 529 Plans, Investment Advisory..., Qualified Retirement..., Long Term Care Insurance, Municipal Bonds, Financial Planning
Education
College for Financial Planning 2011 — 2013
West Chester University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Finance, General
FSC Securities December 2000 - Present
TFS December 1994 - December 2000
Corning Incorporated September 1989 - December 1994
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Retirement Savings, Income for Life, Wealth Management..., Wealth Preservation..., Retirement, Investments, Investment Strategies, Financial Advisory, Wealth, Securities, Asset Allocation, Financial Services, Wealth Management, Series 65, Series 7, 401k, Series 63, Mutual Funds, Wealth Accumulation, Financial Planners, 401k Rollovers, Investment Management, Roth IRA, Asset Management, Disability Insurance, Long-term Care, Portfolio Management, IRAs, Alternative Investments, ETFs, Insurance, College Savings Plans, Personal Financial..., Retirement Plan..., Income Protection, Bonds, Pensions, 529 Plans, Investment Advisory..., Qualified Retirement..., Long Term Care Insurance, Municipal Bonds, Financial Planning
Education
College for Financial Planning 2011 — 2013
West Chester University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Finance, General
Christopher DeCilio, CFP® Christopher DeCilio, CFP®'s FSC Securities Experience June 2002 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
DeCilio Financial Advisors, Inc. January 2013 - Present
FSC Securities June 2002 - January 2013
Waddell & Reed January 1998 - June 2002
Education
Syracuse University 1988 — 1992
BS, Accounting
DeCilio Financial Advisors, Inc. January 2013 - Present
FSC Securities June 2002 - January 2013
Waddell & Reed January 1998 - June 2002
Education
Syracuse University 1988 — 1992
BS, Accounting
Courtney Wood Courtney Wood's FSC Securities Experience August 2011 - Present
Job Internal Recruiting Consultant at FSC Securities
Industry Financial Services
Experience
FSC Securities August 2011 - Present
FSC Securities July 2010 - August 2011
FSC Securities June 2006 - June 2010
FSC Securities February 2005 - June 2006
Skills
Series 7, Series 24, FINRA, Relationship Management, Finance, Building Relationships, Financial Services, Mutual Funds, Securities, Recruiting, CRM, SharePoint, Call Centers, Salesforce.com, Leadership, Retirement Planning, Wealth Management, Asset Management, Investments, Financial Planning, Business Acquisition
Education
Kennesaw State University 1995 — 1999
Bachelor of Science (B.S.), Public and Social Services
FSC Securities August 2011 - Present
FSC Securities July 2010 - August 2011
FSC Securities June 2006 - June 2010
FSC Securities February 2005 - June 2006
Skills
Series 7, Series 24, FINRA, Relationship Management, Finance, Building Relationships, Financial Services, Mutual Funds, Securities, Recruiting, CRM, SharePoint, Call Centers, Salesforce.com, Leadership, Retirement Planning, Wealth Management, Asset Management, Investments, Financial Planning, Business Acquisition
Education
Kennesaw State University 1995 — 1999
Bachelor of Science (B.S.), Public and Social Services
Justin Matthew Justin Matthew's FSC Securities Experience January 1999 - April 2008
Job Senior Partner at IBoom Media
Industry Internet
Experience
IBoom Media February 2014 - Present
IBoom Media February 2014 - Present
Monopolize Social Media Inc January 2011 - January 2014
Householdhacker August 2011 - August 2013
FSC Securities January 1999 - April 2008
Skills
Sales, Marketing, Social Media, Social Media Marketing, Social Media Measurement, Online Marketing, Online Advertising, Facebook Marketing, Twitter Marketing, Instagram, Pinterest Marketing, Google+, Tumblr, Sales Promotion
Education
University of Central Florida 1999 — 2005
Business/Managerial Economics
IBoom Media February 2014 - Present
IBoom Media February 2014 - Present
Monopolize Social Media Inc January 2011 - January 2014
Householdhacker August 2011 - August 2013
FSC Securities January 1999 - April 2008
Skills
Sales, Marketing, Social Media, Social Media Marketing, Social Media Measurement, Online Marketing, Online Advertising, Facebook Marketing, Twitter Marketing, Instagram, Pinterest Marketing, Google+, Tumblr, Sales Promotion
Education
University of Central Florida 1999 — 2005
Business/Managerial Economics
Jagmohan Bansal Jagmohan Bansal's FSC Securities Experience May 2002 - December 2002
Job CoFounder of Improvonia
Industry Computer Software
Experience
Improvonia July 2014 - Present
OmniTek Consulting, Inc. May 2013 - June 2014
Accenture September 2010 - May 2013
SBA Toastmasters June 2011 - October 2012
Accenture September 2007 - September 2010
Accenture June 2005 - September 2007
America Online June 2004 - August 2004
FSC Securities May 2002 - December 2002
Skills
Entrepreneurship, Management, Business Planning, Management Consulting, IT Strategy, Business Analysis, Social Media
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA
University of Maryland College Park 2001 — 2005
B.S., Computer Engineering
Improvonia July 2014 - Present
OmniTek Consulting, Inc. May 2013 - June 2014
Accenture September 2010 - May 2013
SBA Toastmasters June 2011 - October 2012
Accenture September 2007 - September 2010
Accenture June 2005 - September 2007
America Online June 2004 - August 2004
FSC Securities May 2002 - December 2002
Skills
Entrepreneurship, Management, Business Planning, Management Consulting, IT Strategy, Business Analysis, Social Media
Education
Georgetown University - The McDonough School of Business 2008 — 2011
MBA
University of Maryland College Park 2001 — 2005
B.S., Computer Engineering
Josie Howard Josie Howard's FSC Securities Experience 1996 - May 2002
Job Accounting Administrator at Grace Ministries International
Industry Religious Institutions
Experience
Grace Ministries International October 2009 - Present
FSC Securities 1996 - May 2002
SunTrust Investment Services 1994 - 1996
Skills
Nonprofits, Microsoft Office, Bank Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Public Speaking, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Balance, Expenses, Spreadsheets, Sales Tax, Payroll, Invoice Processing, Financial Reporting, Access, Team Building, Customer Service, Finance
Education
Columbus State University
Bachelor's degree, Finance, General
Georgia State University
Grace Ministries International October 2009 - Present
FSC Securities 1996 - May 2002
SunTrust Investment Services 1994 - 1996
Skills
Nonprofits, Microsoft Office, Bank Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Public Speaking, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Balance, Expenses, Spreadsheets, Sales Tax, Payroll, Invoice Processing, Financial Reporting, Access, Team Building, Customer Service, Finance
Education
Columbus State University
Bachelor's degree, Finance, General
Georgia State University
David Westlund David Westlund's FSC Securities Experience December 2007 - December 2009
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Simmone Fields's FSC Securities Experience April 1995 - September 2005
Job Vice President & Controller
Industry Financial Services
Experience
AIG Advisor Group September 2005 - Present
FSC Securities April 1995 - September 2005
FSC Securities March 1991 - April 1995
Skills
Financial Analysis, Financial Reporting, Internal Controls, Cash Management, Strategic Financial..., Compliance with SEC and..., Net Capital Computation, Commission Cycle..., Commission Processing, SEC & FINRA routine..., Asset Management, Cash Flow, Consolidation, Corporate Finance, Due Diligence, Finance, Financial Modeling, Financial Services, GAAP, Internal Audit, Portfolio Management, SEC filings, Sarbanes-Oxley Act, Securities, Variance Analysis, Financial Planning, Series 7
Education
Keller Graduate School of Management 1999 — 2001
Master of Business Administration (MBA)
South Carolina State University
Bachelor of Science (B.S.), Accounting
AIG Advisor Group September 2005 - Present
FSC Securities April 1995 - September 2005
FSC Securities March 1991 - April 1995
Skills
Financial Analysis, Financial Reporting, Internal Controls, Cash Management, Strategic Financial..., Compliance with SEC and..., Net Capital Computation, Commission Cycle..., Commission Processing, SEC & FINRA routine..., Asset Management, Cash Flow, Consolidation, Corporate Finance, Due Diligence, Finance, Financial Modeling, Financial Services, GAAP, Internal Audit, Portfolio Management, SEC filings, Sarbanes-Oxley Act, Securities, Variance Analysis, Financial Planning, Series 7
Education
Keller Graduate School of Management 1999 — 2001
Master of Business Administration (MBA)
South Carolina State University
Bachelor of Science (B.S.), Accounting
Cathy A. Wagner Cathy A. Wagner's FSC Securities Experience 1990 - Present
Job Registered Investment Advisor at FSC Securities
Industry Financial Services
Experience
Cathy A. Wagner, CFP 1986 - Present
FSC Securities 1990 - Present
FSC Securities August 1982 - Present
Skills
Investments, Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Financial Services, Financial Planning, Traditional IRA, SEP IRA, 401k, Stocks, Bonds, Roth IRA, Simple IRA, Variable Annuities, Certified Financial..., Series 7, 403 b, Profit Sharing, Common Stock, Educational IRA, Brokerage, Treasury Bills, Government Securities, Treasury Notes, Personal Tax Planning, College Education..., Money Purchase, Series 63, Series 24, Series 27, Financial Advisory, Insurance
Education
College for Financial Planning
Certified Financial Planner
St. Petersburg College
Associate of Arts (AA)
Cathy A. Wagner, CFP 1986 - Present
FSC Securities 1990 - Present
FSC Securities August 1982 - Present
Skills
Investments, Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Financial Services, Financial Planning, Traditional IRA, SEP IRA, 401k, Stocks, Bonds, Roth IRA, Simple IRA, Variable Annuities, Certified Financial..., Series 7, 403 b, Profit Sharing, Common Stock, Educational IRA, Brokerage, Treasury Bills, Government Securities, Treasury Notes, Personal Tax Planning, College Education..., Money Purchase, Series 63, Series 24, Series 27, Financial Advisory, Insurance
Education
College for Financial Planning
Certified Financial Planner
St. Petersburg College
Associate of Arts (AA)
Brian M. Lehner, CFP®, CEP® Brian M. Lehner, CFP®, CEP®'s FSC Securities Experience January 1996 - September 1999
Job CERTIFIED FINANCIAL PLANNER™, Investment Consultant, Financial Advisor
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
David L. Anderegg, Jr. CFP® CRPC® David L. Anderegg, Jr. CFP® CRPC®'s FSC Securities Experience October 1987 - June 1989
Job Financial Planning Advisor
Industry Financial Services
Experience
PCA Retirement & Benefits, Inc. October 2011 - Present
Pinewoods Presbyterian Church March 2001 - October 2011
PCA Retirement & Benefits, Inc. (IAR) August 2001 - July 2005
First Presbyterian Church June 1997 - March 2001
Belhaven College January 1996 - May 1997
Trinity Presbyterian Church June 1995 - May 1997
Anderegg Appraisals April 1991 - May 1997
Ronald Blue & Co. September 1989 - April 1991
FSC Securities October 1987 - June 1989
Eagles' West Apartments January 1986 - August 1987
Skills
Public Speaking, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Asset Managment, Retirement, Estate Planning, Mutual Funds, Insurance, Strategic Planning, Pensions, Team Building, Life Insurance, Finance, Financial Analysis, Asset Management, Christian Ministry, Financial Planning
Education
College for Financial Planning 2014 — 2015
Retirement Planning -- CRPC® Chartered Retirement Planning Counselor Course
Reformed Theological Seminary 1994 — 1997
MDiv, Master of Divinity
College for Financial Planning 1989 — 1993
CFP Program Certificate, Financial Planning
Auburn University, College of Business 1986 — 1987
MBA, Finance
The University of Georgia 1979 — 1983
BA, History
Brewton-Parker College 1977 — 1979
AA, Economics
West Rome High School 1972 — 1976
Diploma, College Prep
PCA Retirement & Benefits, Inc. October 2011 - Present
Pinewoods Presbyterian Church March 2001 - October 2011
PCA Retirement & Benefits, Inc. (IAR) August 2001 - July 2005
First Presbyterian Church June 1997 - March 2001
Belhaven College January 1996 - May 1997
Trinity Presbyterian Church June 1995 - May 1997
Anderegg Appraisals April 1991 - May 1997
Ronald Blue & Co. September 1989 - April 1991
FSC Securities October 1987 - June 1989
Eagles' West Apartments January 1986 - August 1987
Skills
Public Speaking, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Asset Managment, Retirement, Estate Planning, Mutual Funds, Insurance, Strategic Planning, Pensions, Team Building, Life Insurance, Finance, Financial Analysis, Asset Management, Christian Ministry, Financial Planning
Education
College for Financial Planning 2014 — 2015
Retirement Planning -- CRPC® Chartered Retirement Planning Counselor Course
Reformed Theological Seminary 1994 — 1997
MDiv, Master of Divinity
College for Financial Planning 1989 — 1993
CFP Program Certificate, Financial Planning
Auburn University, College of Business 1986 — 1987
MBA, Finance
The University of Georgia 1979 — 1983
BA, History
Brewton-Parker College 1977 — 1979
AA, Economics
West Rome High School 1972 — 1976
Diploma, College Prep
Marijo Dluzak, CFP Marijo Dluzak, CFP's FSC Securities Experience October 1985 - Present
Job President, Dluzak & Associates Inc.
Industry Financial Services
Experience
Dluzak & Associates Inc. October 1985 - Present
FSC Securities October 1985 - Present
Skills
Retirement Income..., Wealth Management, Investments, Securities, Financial Advisory, Insurance, Financial Services, FINRA, Tax, Financial Risk, Personal Finance, Retirement Planning, Estate Planning, Investment Advisory, Series 7
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Political Science
Dluzak & Associates Inc. October 1985 - Present
FSC Securities October 1985 - Present
Skills
Retirement Income..., Wealth Management, Investments, Securities, Financial Advisory, Insurance, Financial Services, FINRA, Tax, Financial Risk, Personal Finance, Retirement Planning, Estate Planning, Investment Advisory, Series 7
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Political Science
Albert Aizin's FSC Securities Experience 2011 - 2015
Job Owner, Advanced Planning Financial & Estate Services, Financial Advisor
Industry Financial Services
Experience
Advanced Planning Financial & Estate Services November 1999 - Present
SoCal BNI- Strategic Alliance September 2009 - Present
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
First Eagle Investment Management 2003 - 2015
World Class Driving 2007 - 2010
Skills
Investments, Retirement Planning, Financial Analysis, Fixed Annuities, Investment Strategies, Insurance, Investment Advisory, Wealth Management, Business Networking, Financial Advisory, Entrepreneurship, Strategic Financial..., Financial Services, Portfolio Management, Retirement, Life Insurance
Education
California State University-Long Beach - College of Business Administration
Business
Le Lycee Francais
University High Los Angeles
University High School Los Angeles
Advanced Planning Financial & Estate Services November 1999 - Present
SoCal BNI- Strategic Alliance September 2009 - Present
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
FSC Securities 2011 - 2015
First Eagle Investment Management 2003 - 2015
World Class Driving 2007 - 2010
Skills
Investments, Retirement Planning, Financial Analysis, Fixed Annuities, Investment Strategies, Insurance, Investment Advisory, Wealth Management, Business Networking, Financial Advisory, Entrepreneurship, Strategic Financial..., Financial Services, Portfolio Management, Retirement, Life Insurance
Education
California State University-Long Beach - College of Business Administration
Business
Le Lycee Francais
University High Los Angeles
University High School Los Angeles
Lisa J. Lane Lisa J. Lane's FSC Securities Experience 2002 - 2004
Job Financial Planning for a Healthier Life. Certified Senior Advisor (CSA), Certified Corporate Wellness Specialist ®, RD
Industry Financial Services
Experience
WellFit Financial, P.C. Registered Investment Adviser. Certified Public Accounting firm. April 2004 - Present
FSC Securities 2002 - 2004
ING Aetna Financial Services 1997 - 2002
Banner Good Samaritan Regional Medical Center March 1989 - June 1997
Skills
Investments, Investment Management, Retirement, Investment Strategies, Wealth, Strategic Planning, Financial Services, Investment Advisory, Asset Allocation, Estate Planning, Financial Planners, Community Outreach, Asset Management, Portfolio Management, Asset Managment, Financial Advisory, Public Speaking, Lifestyle, Domestic Partner..., Finance, Tax Free Income
Education
College for Financial Planning 1995 — 1997
University of Florida 1975 — 1979
BHS, Dietetics and Clinical Nutrition Services
WellFit Financial, P.C. Registered Investment Adviser. Certified Public Accounting firm. April 2004 - Present
FSC Securities 2002 - 2004
ING Aetna Financial Services 1997 - 2002
Banner Good Samaritan Regional Medical Center March 1989 - June 1997
Skills
Investments, Investment Management, Retirement, Investment Strategies, Wealth, Strategic Planning, Financial Services, Investment Advisory, Asset Allocation, Estate Planning, Financial Planners, Community Outreach, Asset Management, Portfolio Management, Asset Managment, Financial Advisory, Public Speaking, Lifestyle, Domestic Partner..., Finance, Tax Free Income
Education
College for Financial Planning 1995 — 1997
University of Florida 1975 — 1979
BHS, Dietetics and Clinical Nutrition Services
Dustin Dean Dustin Dean's FSC Securities Experience March 2013 - May 2015
Job Branch Examiner
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Strategic Financial Group, LLC March 2013 - June 2015
FSC Securities March 2013 - May 2015
Capitol Financial Solutions May 2009 - March 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Roth IRA, Retirement, 401k Rollovers, Variable Annuities, Long-term Care, Securities, Key Person Insurance, Buy-sell Agreements, 529 Plans, Brokerage, Disability Insurance, Long Term Care Insurance, 401k, Whole Life, Strategic Financial..., Wealth Management, Life Insurance, College Savings Plans, Wealth Accumulation, IRA's, Mutual Funds, Estate Planning, Investments, Financial Advisory, Financial Planning
Education
University of Richmond 2005 — 2009
BA, Rhetoric and Communication Studies & Business Administration
Harrisonburg High School
LPL Financial June 2015 - Present
Strategic Financial Group, LLC March 2013 - June 2015
FSC Securities March 2013 - May 2015
Capitol Financial Solutions May 2009 - March 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Roth IRA, Retirement, 401k Rollovers, Variable Annuities, Long-term Care, Securities, Key Person Insurance, Buy-sell Agreements, 529 Plans, Brokerage, Disability Insurance, Long Term Care Insurance, 401k, Whole Life, Strategic Financial..., Wealth Management, Life Insurance, College Savings Plans, Wealth Accumulation, IRA's, Mutual Funds, Estate Planning, Investments, Financial Advisory, Financial Planning
Education
University of Richmond 2005 — 2009
BA, Rhetoric and Communication Studies & Business Administration
Harrisonburg High School
David Robinson, CFP®, AAMS® David Robinson, CFP®, AAMS®'s FSC Securities Experience December 1989 - Present
Job President and CEO at Resource Consulting Group, Inc.
Industry Financial Services
Experience
FSC Securities December 1989 - Present
Resource Consulting Group, Inc. January 1989 - Present
FSC Securities Corporation 1994 - 2011
Education
Midwestern State University
BBA
FSC Securities December 1989 - Present
Resource Consulting Group, Inc. January 1989 - Present
FSC Securities Corporation 1994 - 2011
Education
Midwestern State University
BBA
Sean F Maguire Sean F Maguire's FSC Securities Experience January 2009 - Present
Job Business Development Manager at FSC Securities Corporation
Industry Financial Services
Experience
FSC Securities January 2009 - Present
FSC Securities Corporation March 2002 - December 2008
FSC Securities Corporation November 2000 - February 2002
Skills
Investment Advisory, Estate Planning, Mutual Funds, Program Management, Series 63, Series 7, Business Development, Securities, Management, Wealth Management, Retirement Planning, Portfolio Management, Investments, Investment Strategies, Asset Management, Retirement, Financial Advisory, Strategic Financial..., Financial Services
Education
Eckerd College 1991 — 1995
BA, Business Management
FSC Securities January 2009 - Present
FSC Securities Corporation March 2002 - December 2008
FSC Securities Corporation November 2000 - February 2002
Skills
Investment Advisory, Estate Planning, Mutual Funds, Program Management, Series 63, Series 7, Business Development, Securities, Management, Wealth Management, Retirement Planning, Portfolio Management, Investments, Investment Strategies, Asset Management, Retirement, Financial Advisory, Strategic Financial..., Financial Services
Education
Eckerd College 1991 — 1995
BA, Business Management
Carl Ford Carl Ford's FSC Securities Experience September 1987 - November 1988
Job Evangelist Sebring, FL
Industry Individual & Family Services
Experience
Heartland church of Christ May 2013 - Present
Your Name On It! August 2013 - Present
Easy Haul, LLC April 2008 - June 2011
Thread Masters Embroidery and Promo September 1999 - April 2008
FSC Securities September 1987 - November 1988
Skills
Sales Management, Strategic Planning, Team Building, Customer Service, Sales, Account Management, Management, New Business Development, Member of Toastmasters, Public Speaking, Negotiation, Advertising, Training, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Leadership, Small Business, Leadership Development, Event Planning, Marketing, Contract Negotiation, Entrepreneurship, Time Management, Team Leadership, Budgets, Direct Sales, Public Relations, Marketing Communications, Coaching, B2B, Event Management, Program Management, Inventory Management, Business Planning, Customer Satisfaction
Education
The University of Memphis 1987 — 1989
Business Finance
Florida College 1985 — 1987
Communication
David Blaise New Distributor Training
Heartland church of Christ May 2013 - Present
Your Name On It! August 2013 - Present
Easy Haul, LLC April 2008 - June 2011
Thread Masters Embroidery and Promo September 1999 - April 2008
FSC Securities September 1987 - November 1988
Skills
Sales Management, Strategic Planning, Team Building, Customer Service, Sales, Account Management, Management, New Business Development, Member of Toastmasters, Public Speaking, Negotiation, Advertising, Training, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Leadership, Small Business, Leadership Development, Event Planning, Marketing, Contract Negotiation, Entrepreneurship, Time Management, Team Leadership, Budgets, Direct Sales, Public Relations, Marketing Communications, Coaching, B2B, Event Management, Program Management, Inventory Management, Business Planning, Customer Satisfaction
Education
The University of Memphis 1987 — 1989
Business Finance
Florida College 1985 — 1987
Communication
David Blaise New Distributor Training
John Bonora John Bonora's FSC Securities Experience November 1986 - November 2011
Job at
Industry Financial Services
Experience
ID Shield/LegalShield April 2015 - Present
Grand Island Chamber of Commerce January 2011 - Present
Economic Development Advisory Board January 2005 - Present
FSC Securities November 1986 - November 2011
GISBA- Grand Island School and Business Alliance January 2008 - January 2011
Dean Witter Reynolds 1984 - 1986
Skills
Retirement Planning, Series 7, Investment Advisory, Fixed Annuities, Mutual Funds, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Retirement, IRAs, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Estate Planning, FINRA, Financial Advisory
Education
State University of New York College at Buffalo 1966 — 1973
MS,BA, Personell Administration, Education
ID Shield/LegalShield April 2015 - Present
Grand Island Chamber of Commerce January 2011 - Present
Economic Development Advisory Board January 2005 - Present
FSC Securities November 1986 - November 2011
GISBA- Grand Island School and Business Alliance January 2008 - January 2011
Dean Witter Reynolds 1984 - 1986
Skills
Retirement Planning, Series 7, Investment Advisory, Fixed Annuities, Mutual Funds, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Retirement, IRAs, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Estate Planning, FINRA, Financial Advisory
Education
State University of New York College at Buffalo 1966 — 1973
MS,BA, Personell Administration, Education
Craig Harper Craig Harper's FSC Securities Experience 1988 - 1992
Job President at Harper Properties
Industry Real Estate
Experience
Harper Investments & Development, LLC 1990 - Present
FSC Securities 1988 - 1992
Price Waterhouse 1985 - 1987
Arthur Andersen 1981 - 1983
Skills
Real Estate Development, Condos, Real Estate Transactions, Townhomes, Investment Properties, Real Estate, Property, Disposition, Property Management, Negotiation, Contract Negotiation, Residential Homes, Marketing, Investors, Strategic Planning, Real Estate Economics, REO, Commercial Real Estate, Brokerage, Land Acquisition
Education
Georgia State University 1980 — 1981
Masters of Accountancy, Accounting and Taxation
Armstrong Atlantic State University 1975 — 1978
BBA Accounting
Georgia Institute of Technology 1973 — 1975
Engineering
Harper Investments & Development, LLC 1990 - Present
FSC Securities 1988 - 1992
Price Waterhouse 1985 - 1987
Arthur Andersen 1981 - 1983
Skills
Real Estate Development, Condos, Real Estate Transactions, Townhomes, Investment Properties, Real Estate, Property, Disposition, Property Management, Negotiation, Contract Negotiation, Residential Homes, Marketing, Investors, Strategic Planning, Real Estate Economics, REO, Commercial Real Estate, Brokerage, Land Acquisition
Education
Georgia State University 1980 — 1981
Masters of Accountancy, Accounting and Taxation
Armstrong Atlantic State University 1975 — 1978
BBA Accounting
Georgia Institute of Technology 1973 — 1975
Engineering
Mike Greve, CFP ® Mike Greve, CFP ®'s FSC Securities Experience July 2002 - July 2005
Job Integrity Wealth Consultants Utica, MI
Industry Financial Services
Experience
Integrity Wealth Consultants June 1991 - Present
Lutheran High North 2011 - Present
First Heartland Capital July 2005 - February 2007
FSC Securities July 2002 - July 2005
Lutheran Brotherhood February 2000 - July 2002
Lutheran Brotherhood May 1991 - July 2002
Concordia University Chicago 2000 - 2002
Lutheran High North, Houston TX August 1988 - June 1991
Martin Lutheran High School August 1980 - July 1988
Skills
Investments, Retirement, Finance, Financial Services, Securities, Project Planning, Teaching, Retirement Planning, Estate Planning, Series 7, Wealth Management, Financial Planning, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Investment Properties, Insurance, Public Speaking
Education
College for Financial Planning 1994 — 1997
CFP
University of Wisconsin-Milwaukee 1984 — 1987
MS, Administrative Leadership
Concordia University Chicago 1977 — 1980
BA, Secondary Education- Mathematics Major
Lutheran High School West, Rocky River, OH 1972 — 1976
Graduate, High School
Integrity Wealth Consultants June 1991 - Present
Lutheran High North 2011 - Present
First Heartland Capital July 2005 - February 2007
FSC Securities July 2002 - July 2005
Lutheran Brotherhood February 2000 - July 2002
Lutheran Brotherhood May 1991 - July 2002
Concordia University Chicago 2000 - 2002
Lutheran High North, Houston TX August 1988 - June 1991
Martin Lutheran High School August 1980 - July 1988
Skills
Investments, Retirement, Finance, Financial Services, Securities, Project Planning, Teaching, Retirement Planning, Estate Planning, Series 7, Wealth Management, Financial Planning, Fixed Annuities, IRAs, Investment Advisory, Mutual Funds, Investment Properties, Insurance, Public Speaking
Education
College for Financial Planning 1994 — 1997
CFP
University of Wisconsin-Milwaukee 1984 — 1987
MS, Administrative Leadership
Concordia University Chicago 1977 — 1980
BA, Secondary Education- Mathematics Major
Lutheran High School West, Rocky River, OH 1972 — 1976
Graduate, High School
Antonio Giddens Antonio Giddens's FSC Securities Experience September 2014 - Present
Job Advisor Support FSC Securities
Industry Financial Services
Experience
FSC Securities September 2014 - Present
Hendrick Automotive Group March 2014 - September 2014
Bank of America April 2011 - March 2014
Bank of America August 2008 - April 2011
Bank of America September 2007 - August 2008
Skills
Customer Service, Management, Leadership, Training, Finance, Banking, Sales, Call Centers, Customer Satisfaction, Financial Risk, Negotiation, Team Building
Education
Georgia Perimeter College
Associate's Degree, Business Administration
FSC Securities September 2014 - Present
Hendrick Automotive Group March 2014 - September 2014
Bank of America April 2011 - March 2014
Bank of America August 2008 - April 2011
Bank of America September 2007 - August 2008
Skills
Customer Service, Management, Leadership, Training, Finance, Banking, Sales, Call Centers, Customer Satisfaction, Financial Risk, Negotiation, Team Building
Education
Georgia Perimeter College
Associate's Degree, Business Administration
Blake Asbury Blake Asbury's FSC Securities Experience July 2013 - Present
Job Financial Advisor at A Better Financial Group, Inc.
Industry Financial Services
Experience
A Better Financial Group, Inc. July 2013 - Present
FSC Securities July 2013 - Present
Asbury & Son Investments, Inc. May 2013 - Present
xpedx September 1982 - December 2013
Education
University of North Carolina at Chapel Hill 1970 — 1976
BSBA, Business, Marketing
A Better Financial Group, Inc. July 2013 - Present
FSC Securities July 2013 - Present
Asbury & Son Investments, Inc. May 2013 - Present
xpedx September 1982 - December 2013
Education
University of North Carolina at Chapel Hill 1970 — 1976
BSBA, Business, Marketing
Douglas Farr's FSC Securities Experience October 2010 - Present
Job Financial Advisor at RiverLink Advisors, LLC.
Industry Financial Services
Experience
FSC Securities October 2010 - Present
Education
University of Louisiana at Monroe 1970 — 1975
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Neville High School 1966 — 1970
FSC Securities October 2010 - Present
Education
University of Louisiana at Monroe 1970 — 1975
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Neville High School 1966 — 1970
Trish Carpenter Trish Carpenter's FSC Securities Experience March 1999 - June 2008
Job Brokerage Services Specialist at Bayhawk Asset Management
Industry Financial Services
Experience
Bayhawk Asset Management August 2010 - Present
FSC Securities March 1999 - June 2008
Education
North Georgia College and State University
Bachelor of Business Administration (BBA), Marketing
Bayhawk Asset Management August 2010 - Present
FSC Securities March 1999 - June 2008
Education
North Georgia College and State University
Bachelor of Business Administration (BBA), Marketing
Jason Pickens Jason Pickens's FSC Securities Experience 2001 - 2003
Job Cybersecurity & Forensics Principal at Guidance Software
Industry Information Technology and Services
Experience
Guidance Software June 2012 - Present
Guidance Software June 2010 - June 2012
eMag Solutions September 2006 - May 2010
PRG Schultz 2004 - 2006
FSC Securities 2001 - 2003
Skills
Litigation Support, Computer Security, Data Recovery, Network Administration, EnCase, Computer Forensics, Forensic Analysis, Digital Forensics, Servers, Consulting, Network Security, Security, Disaster Recovery, Incident Response, Information Security..., Ediscovery, Cybersecurity, Network Forensics, Information Technology, Vulnerability Assessment, Information Security, CISSP, Networking, Enterprise Software, Professional Services, Integration, SharePoint, IDS, IPS, Microsoft Exchange
Education
Georgia State University 1994 — 1999
Guidance Software June 2012 - Present
Guidance Software June 2010 - June 2012
eMag Solutions September 2006 - May 2010
PRG Schultz 2004 - 2006
FSC Securities 2001 - 2003
Skills
Litigation Support, Computer Security, Data Recovery, Network Administration, EnCase, Computer Forensics, Forensic Analysis, Digital Forensics, Servers, Consulting, Network Security, Security, Disaster Recovery, Incident Response, Information Security..., Ediscovery, Cybersecurity, Network Forensics, Information Technology, Vulnerability Assessment, Information Security, CISSP, Networking, Enterprise Software, Professional Services, Integration, SharePoint, IDS, IPS, Microsoft Exchange
Education
Georgia State University 1994 — 1999
Ryan Peck, CFP® Ryan Peck, CFP®'s FSC Securities Experience 2014 - 2014
Job Third Generation Wealth Management Professional
Industry Financial Services
Experience
3GenWealth LLC October 2009 - Present
FSC Securities 2014 - 2014
FSC Securities 2014 - 2014
Apple Inc. January 2008 - September 2009
Sportstec Limited July 2004 - December 2007
Skills
Investments, Financial Planning, Financial Analysis, Financial Services, Sales, Strategic Planning, Customer Service, Marketing Strategy, Risk Management, Entrepreneurship
Education
University of Missouri-Kansas City 2003 — 2004
MBA, Finance and Marketing
University of Missouri-Kansas City 1999 — 2003
BA, Business Administration
3GenWealth LLC October 2009 - Present
FSC Securities 2014 - 2014
FSC Securities 2014 - 2014
Apple Inc. January 2008 - September 2009
Sportstec Limited July 2004 - December 2007
Skills
Investments, Financial Planning, Financial Analysis, Financial Services, Sales, Strategic Planning, Customer Service, Marketing Strategy, Risk Management, Entrepreneurship
Education
University of Missouri-Kansas City 2003 — 2004
MBA, Finance and Marketing
University of Missouri-Kansas City 1999 — 2003
BA, Business Administration
Doug Wakefield Doug Wakefield's FSC Securities Experience May 1996 - December 2002
Job President of Best Minds Inc.
Industry Financial Services
Experience
Best Minds INC. January 2005 - Present
Generations Advisors May 1996 - January 2005
Butler, Tally, Freeman Financial Group January 2003 - December 2004
FSC Securities May 1996 - December 2002
IDS/American Express November 1985 - May 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Nonprofits, Social Networking, Team Building, Strategic Planning, Finance, Leadership, Investments, Technical Writing, Analysis, Financial Reporting, Consulting, Coaching, Money Management, Newsletters, Economic Policy, Leveraged Finance, Stock Management, Marketing, Estate Planning, Financial Analysis, Financial Advisory, Professional..., Financial Services, Professional Learning..., Computer Proficiency, Professional Services
Education
Ludwig Von Mises Institute, Auburn, Alabama 2004 — 2004
Attended a summer session, Austrian Economics
Collage for Financial Plannning, Denver, Colorado 1992 — 1996
Master's of Science, Estate Planning
University of North Texas 1980 — 1982
Master's degree, Music Education
Auburn University 1975 — 1980
Bachelor's degree, Music Theory and Composition
Best Minds INC. January 2005 - Present
Generations Advisors May 1996 - January 2005
Butler, Tally, Freeman Financial Group January 2003 - December 2004
FSC Securities May 1996 - December 2002
IDS/American Express November 1985 - May 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Nonprofits, Social Networking, Team Building, Strategic Planning, Finance, Leadership, Investments, Technical Writing, Analysis, Financial Reporting, Consulting, Coaching, Money Management, Newsletters, Economic Policy, Leveraged Finance, Stock Management, Marketing, Estate Planning, Financial Analysis, Financial Advisory, Professional..., Financial Services, Professional Learning..., Computer Proficiency, Professional Services
Education
Ludwig Von Mises Institute, Auburn, Alabama 2004 — 2004
Attended a summer session, Austrian Economics
Collage for Financial Plannning, Denver, Colorado 1992 — 1996
Master's of Science, Estate Planning
University of North Texas 1980 — 1982
Master's degree, Music Education
Auburn University 1975 — 1980
Bachelor's degree, Music Theory and Composition
Cara Clark's FSC Securities Experience February 2014 - June 2015
Job Club Director at Optimal Sport Health Club 2.0
Industry Health, Wellness and Fitness
Experience
Optimal Sport Health Clubs June 2015 - Present
FSC Securities February 2014 - June 2015
Pennsbury Athletic Association November 2013 - May 2014
TONI&GUY 2013 - 2013
NewAge Industries, Inc. 2011 - 2013
Ratner Companies March 2002 - March 2010
Skills
Organizational..., Social Networking, Nonprofits, Leadership Development, Recruiting, Non-profits, Customer Service, Team Leadership, Organizational..., Event Planning, Team Building, Management, Teaching, Writing, Administrative Support, Education, Human Relations, Public Speaking, Social Media, Youth Development, Youth Work, Customer Relations, Change Management, Hiring, Research, Microsoft Office, Event Management, Public Relations, Resume, Employee Training, Sales Management, Marketing, Office Administration, Financial Services, Community Outreach, Inside Sales, Outside Sales, Employee Relations, Student Affairs, Team Management, Retail, Customer Retention, Payroll, Corporate Events, Trade Show Exhibitor, Leadership, Sales, PowerPoint, Strategic Planning, Coaching
Education
Holy Family University
Master's Degree, Educational Leadership and Administration, General
Bucks County Community College
Associate of Arts (A.A.), Special Education and Teaching
Temple University
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Optimal Sport Health Clubs June 2015 - Present
FSC Securities February 2014 - June 2015
Pennsbury Athletic Association November 2013 - May 2014
TONI&GUY 2013 - 2013
NewAge Industries, Inc. 2011 - 2013
Ratner Companies March 2002 - March 2010
Skills
Organizational..., Social Networking, Nonprofits, Leadership Development, Recruiting, Non-profits, Customer Service, Team Leadership, Organizational..., Event Planning, Team Building, Management, Teaching, Writing, Administrative Support, Education, Human Relations, Public Speaking, Social Media, Youth Development, Youth Work, Customer Relations, Change Management, Hiring, Research, Microsoft Office, Event Management, Public Relations, Resume, Employee Training, Sales Management, Marketing, Office Administration, Financial Services, Community Outreach, Inside Sales, Outside Sales, Employee Relations, Student Affairs, Team Management, Retail, Customer Retention, Payroll, Corporate Events, Trade Show Exhibitor, Leadership, Sales, PowerPoint, Strategic Planning, Coaching
Education
Holy Family University
Master's Degree, Educational Leadership and Administration, General
Bucks County Community College
Associate of Arts (A.A.), Special Education and Teaching
Temple University
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
John Carty-Campbell, CFP®, MBA John Carty-Campbell, CFP®, MBA's FSC Securities Experience July 2010 - Present
Job Senior Partner A Better Financial Group
Industry Financial Services
Experience
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
W Michael (Mike) Smiley W Michael (Mike) Smiley's FSC Securities Experience May 1991 - July 1999
Job Penland Legacy Advisors
Industry Fund-Raising
Experience
Penland Legacy Advisors August 1999 - Present
Well of Mercy October 2013 - Present
Susan G Komen - Charlotte Affiliate April 2007 - March 2014
FSC Securities May 1991 - July 1999
Skills
Public Speaking, Non-profits, Fundraising, Strategic Planning, Grants, Volunteer Management, Nonprofits, Event Management, Leadership, Grant Writing, Public Relations, Event Planning, Business Development, Community Outreach, Community Development, Start-ups, Marketing Communications, Program Management, Budgets, Program Development, Human Resources, New Business Development, Business Strategy, Social Media, Entrepreneurship, Team Building
Education
Winthrop University 1990 — 1992
B.S. Business Administration, Financial Management
Duke University 2011 — 2013
Non-profit Management Certification
University of Tennessee-Knoxville - College of Business Administration 1988 — 1990
Penland Legacy Advisors August 1999 - Present
Well of Mercy October 2013 - Present
Susan G Komen - Charlotte Affiliate April 2007 - March 2014
FSC Securities May 1991 - July 1999
Skills
Public Speaking, Non-profits, Fundraising, Strategic Planning, Grants, Volunteer Management, Nonprofits, Event Management, Leadership, Grant Writing, Public Relations, Event Planning, Business Development, Community Outreach, Community Development, Start-ups, Marketing Communications, Program Management, Budgets, Program Development, Human Resources, New Business Development, Business Strategy, Social Media, Entrepreneurship, Team Building
Education
Winthrop University 1990 — 1992
B.S. Business Administration, Financial Management
Duke University 2011 — 2013
Non-profit Management Certification
University of Tennessee-Knoxville - College of Business Administration 1988 — 1990
Chelcie Rice Chelcie Rice's FSC Securities Experience March 2010 - April 2010
Job Internet Professional
Industry Internet
Experience
Allstate 2010 - 2011
FSC Securities March 2010 - April 2010
warranty corporation on america January 2005 - January 2009
warranty corporation on america 2005 - 2009
warranty corporation of america 2005 - 2009
New Horizons Computer Learning Centers 1998 - 1999
Skills
Social Media, Windows 7, Call Center, Call Centers, Software Documentation, Outlook, PowerPoint, Access, Customer Service, Microsoft Office, Team Leadership, Active Directory, Troubleshooting, Windows, Computer Hardware, Technical Support, Visio, Process Improvement, XP, Microsoft Word
Education
Art Institute of Atlanta 1995 — 1997
as, multimedia
Stephens County High School
Stephens County High School
Allstate 2010 - 2011
FSC Securities March 2010 - April 2010
warranty corporation on america January 2005 - January 2009
warranty corporation on america 2005 - 2009
warranty corporation of america 2005 - 2009
New Horizons Computer Learning Centers 1998 - 1999
Skills
Social Media, Windows 7, Call Center, Call Centers, Software Documentation, Outlook, PowerPoint, Access, Customer Service, Microsoft Office, Team Leadership, Active Directory, Troubleshooting, Windows, Computer Hardware, Technical Support, Visio, Process Improvement, XP, Microsoft Word
Education
Art Institute of Atlanta 1995 — 1997
as, multimedia
Stephens County High School
Stephens County High School
Doug Blanchard's FSC Securities Experience December 2010 - Present
Job Advisor Support Supervisor at FSC Securities
Industry Financial Services
Experience
FSC Securities December 2010 - Present
Coldwell Banker Residential Brokerage April 1998 - Present
Education
Louisiana State University 1980 — 1984
Marketing, Economics
FSC Securities December 2010 - Present
Coldwell Banker Residential Brokerage April 1998 - Present
Education
Louisiana State University 1980 — 1984
Marketing, Economics
Matthew Hunstock Matthew Hunstock's FSC Securities Experience April 2005 - December 2006
Job Financial Advisor at Strategic Planning & Investment Advisors Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch February 2008 - May 2012
LPL Financial January 2007 - November 2007
FSC Securities April 2005 - December 2006
Wells Fargo Financial October 2003 - October 2004
Education
California Lutheran University 2004 — 2006
MBA, emphasis in Financial Planning
University of California, Santa Barbara 1998 — 2003
Bachelors Degree, History & Business Economics
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch February 2008 - May 2012
LPL Financial January 2007 - November 2007
FSC Securities April 2005 - December 2006
Wells Fargo Financial October 2003 - October 2004
Education
California Lutheran University 2004 — 2006
MBA, emphasis in Financial Planning
University of California, Santa Barbara 1998 — 2003
Bachelors Degree, History & Business Economics
Andrew Pool, CFP®'s FSC Securities Experience March 2006 - Present
Job Financial Advisor at R² Wealth Management Partners
Industry Financial Services
Experience
R² Wealth Management Partners April 2014 - Present
FSC Securities March 2006 - Present
Edward Jones March 2003 - March 2006
Allstate Financial June 2001 - March 2003
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Skills
Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners, IRAs, 401k Rollovers, Retirement Planning, Finance, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Equities, Series 63, Series 24, Uniform Combined State..., Investment Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Finance and Economics
R² Wealth Management Partners April 2014 - Present
FSC Securities March 2006 - Present
Edward Jones March 2003 - March 2006
Allstate Financial June 2001 - March 2003
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Ameritrade 1999 - 2002
Skills
Investments, Investment Advisory, Retirement, Securities, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Mutual Funds, Financial Advisory, Investment Management, Financial Planners, IRAs, 401k Rollovers, Retirement Planning, Finance, Asset Management, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Equities, Series 63, Series 24, Uniform Combined State..., Investment Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Finance and Economics
Kristy Mukai Barnes's FSC Securities Experience January 2001 - Present
Job Certified Financial Planner
Industry Investment Management
Experience
FSC Securities January 2001 - Present
Mukai, Greenlee & Company, P.C. January 1998 - Present
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Financial Reporting, Financial Accounting, Risk Management, Managerial Finance, Internal Controls, Tax, Cash Flow, Accounting, Auditing, Financial Modeling, Analysis, Budgets
Education
University of Phoenix
Bachelor of Science in Business Management, Finance and Financial Management Services
Kaplan College-Phoenix
Certificate in Financial Planning
FSC Securities January 2001 - Present
Mukai, Greenlee & Company, P.C. January 1998 - Present
Skills
Asset Management, Portfolio Management, Investments, Financial Analysis, Financial Reporting, Financial Accounting, Risk Management, Managerial Finance, Internal Controls, Tax, Cash Flow, Accounting, Auditing, Financial Modeling, Analysis, Budgets
Education
University of Phoenix
Bachelor of Science in Business Management, Finance and Financial Management Services
Kaplan College-Phoenix
Certificate in Financial Planning
Evan Sussman Evan Sussman's FSC Securities Experience January 2005 - April 2006
Job Agency Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - June 2012
FSC Securities January 2005 - April 2006
AXA US January 2003 - December 2004
Skills
Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Series 63, Strategic Planning, Leadership, Series 6
Education
Baruch College, City University of New York (CUNY)
Finance and Financial Management Services
MassMutual Financial Group July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) June 2006 - June 2012
FSC Securities January 2005 - April 2006
AXA US January 2003 - December 2004
Skills
Retirement Planning, Mutual Funds, Insurance, Wealth Management, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Series 63, Strategic Planning, Leadership, Series 6
Education
Baruch College, City University of New York (CUNY)
Finance and Financial Management Services
Chris Rivers Chris Rivers's FSC Securities Experience 2003 - 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Armstrong Fleming and Moore July 2000 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities 2003 - 2009
Armstrong Fleming and Moore January 2005 - January 2008
Armstrong Fleming and Moore January 2003 - January 2005
Armstrong Welch & MacIntyre July 2000 - January 2003
Skills
Fixed Income, Wealth Management..., Personal Financial..., Insurance, IRAs, Long-term Care, Retirement Planning, Investments, Portfolio Management, Estate Planning, Life Insurance, Social Security, 401k, College Savings Plans, Mutual Funds, Alternative Investments, Comprehensive Planning, Certified Financial..., Series 7, Qualified Retirement..., Investment Advisory, Investment Management, Financial Planning
Education
University of Maryland College Park 1996 — 2000
BS, Finance
College for Financial Planning 2005 — 2007
Armstrong Fleming and Moore July 2000 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities 2003 - 2009
Armstrong Fleming and Moore January 2005 - January 2008
Armstrong Fleming and Moore January 2003 - January 2005
Armstrong Welch & MacIntyre July 2000 - January 2003
Skills
Fixed Income, Wealth Management..., Personal Financial..., Insurance, IRAs, Long-term Care, Retirement Planning, Investments, Portfolio Management, Estate Planning, Life Insurance, Social Security, 401k, College Savings Plans, Mutual Funds, Alternative Investments, Comprehensive Planning, Certified Financial..., Series 7, Qualified Retirement..., Investment Advisory, Investment Management, Financial Planning
Education
University of Maryland College Park 1996 — 2000
BS, Finance
College for Financial Planning 2005 — 2007
Deborah Bigelow's FSC Securities Experience March 2007 - December 2014
Job Principal at Ebenezer Hill Gardens, LLC
Industry Food Production
Experience
Bigelow Farm/Amity Highland Ranch 2007 - Present
Ebenezer Hill Gardens, LLC January 2003 - Present
FSC Securities March 2007 - December 2014
Private Healthcare Systems (MultiPlan) October 2003 - December 2006
Practice Resources, LLC April 2002 - October 2003
Guardian Life Ins. Co January 1978 - July 1987
Skills
Microsoft Office, Insurance, Time Management, Public Speaking
Education
The New School 1995 — 2000
M.S., Healthcare Administration and Policy
University of Connecticut 1971 — 1974
A.B., Foreign Languages, Science
Russian School at Norwich U.
Russian School at Norwich U.
Bigelow Farm/Amity Highland Ranch 2007 - Present
Ebenezer Hill Gardens, LLC January 2003 - Present
FSC Securities March 2007 - December 2014
Private Healthcare Systems (MultiPlan) October 2003 - December 2006
Practice Resources, LLC April 2002 - October 2003
Guardian Life Ins. Co January 1978 - July 1987
Skills
Microsoft Office, Insurance, Time Management, Public Speaking
Education
The New School 1995 — 2000
M.S., Healthcare Administration and Policy
University of Connecticut 1971 — 1974
A.B., Foreign Languages, Science
Russian School at Norwich U.
Russian School at Norwich U.
Matthew Schlueter Matthew Schlueter's FSC Securities Experience December 1997 - Present
Job Chief Operating Officer at AIG Advisor Group
Industry Financial Services
Experience
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Elizabeth Ludlam Elizabeth Ludlam's FSC Securities Experience March 2012 - Present
Job Marketing Director | Client Relations Coordinator | IT Administrator
Industry Financial Services
Experience
FSC Securities March 2012 - Present
FSC Securities March 2012 - Present
FSC Securities March 2012 - Present
BayCare Health System March 2008 - March 2012
Registered Nurse Consultants January 2007 - March 2008
ACME Locksmith May 2004 - May 2007
Godiva Chocolatier 2006 - 2007
Skills
Marketing Management, Events Coordination, Technical Support, Customer Service, Microsoft Office, IT Management, Centricity, PACS, OAS Gold, Siemens Soarian, Visio, Patient Secure Identity..., Diver Software, Beacon, SurgiNet, FirstNet, Discern Explorer, PowerChart, QuickBooks, Teletracker, Voicert, Trace, Document Direct, Microsoft Visual Studio..., C#, Basic HTML, MySQL, SQL, Cisco Technologies, Social Media Marketing, Viral Marketing, HIPAA, Netx360, RedTail CRM, Salesforce.com, MoneyTree Planning..., Document Management, OneView, Microsoft Publisher, Adobe Creative Suite
Education
University of South Florida - College of Business Administration 2006 — 2011
Bachelor, Information Systems Management
St. Petersburg College 2005 — 2006
Dual Enrollment
Calvary Christian High School 2002 — 2006
HS Diploma
FSC Securities March 2012 - Present
FSC Securities March 2012 - Present
FSC Securities March 2012 - Present
BayCare Health System March 2008 - March 2012
Registered Nurse Consultants January 2007 - March 2008
ACME Locksmith May 2004 - May 2007
Godiva Chocolatier 2006 - 2007
Skills
Marketing Management, Events Coordination, Technical Support, Customer Service, Microsoft Office, IT Management, Centricity, PACS, OAS Gold, Siemens Soarian, Visio, Patient Secure Identity..., Diver Software, Beacon, SurgiNet, FirstNet, Discern Explorer, PowerChart, QuickBooks, Teletracker, Voicert, Trace, Document Direct, Microsoft Visual Studio..., C#, Basic HTML, MySQL, SQL, Cisco Technologies, Social Media Marketing, Viral Marketing, HIPAA, Netx360, RedTail CRM, Salesforce.com, MoneyTree Planning..., Document Management, OneView, Microsoft Publisher, Adobe Creative Suite
Education
University of South Florida - College of Business Administration 2006 — 2011
Bachelor, Information Systems Management
St. Petersburg College 2005 — 2006
Dual Enrollment
Calvary Christian High School 2002 — 2006
HS Diploma
Edward Dudley Edward Dudley's FSC Securities Experience 2013 - 2014
Job Co Founder, President & Sr. Consultant at Dudley Alliance
Industry Nonprofit Organization Management
Experience
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Mick Miller Mick Miller's FSC Securities Experience 2013 - 2014
Job Logistics at Covenant Transport
Industry Transportation/Trucking/Railroad
Experience
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Covenant Transport July 2015 - Present
Edward Jones 2014 - Present
FSC Securities 2013 - 2014
AXA Advisors 2012 - December 2013
Fellowship of Christian Athletes April 2007 - November 2012
Forest Laboratories August 2006 - March 2007
Skills
Sales, Ministry/Worship, Brazilian Portuguese, Spanish, Interpersonal..., Computer Proficiency, Leadership, Investments, Insurance, Financial Analysis, Financial Services, Portfolio Management, Team Leadership, Public Speaking, Financial Planning, Life Insurance, Risk Management, Finance, Social Media Marketing, Retirement Planning, Social Media, Microsoft Office, Financial Modeling, Marketing Strategy, Marketing, Teamwork, Negotiation, Retirement, Strategic Planning, Team Building, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Community Outreach, Customer Service, Social Networking, Nonprofits, Wealth Management, Project Management, Time Management, Research, Mutual Funds, Fundraising, Management, Process Improvement
Education
Tennessee Technological University 2002 — 2006
Bachelor's Degree, Marketing
Krystal Wahl's FSC Securities Experience March 2011 - May 2012
Job Regional Manager at AVON 39 The Walk to End Breast Cancer
Industry Nonprofit Organization Management
Experience
AVON 39 The Walk to End Breast Cancer March 2012 - Present
FSC Securities March 2011 - May 2012
Southeast Ventura County Ymca January 2008 - March 2011
Bally Total Fitness July 2007 - December 2007
Skills
Non-profits, Fundraising, Finance, Non-profit Leadership, Volunteering, Fitness Training, Nonprofits, Program Development, Community Outreach, Volunteer Management, Public Speaking, Philanthropy, Event Planning, Public Relations, Event Management, Leadership, Marketing, Leadership Development, Social Networking, Strategic Planning
Education
California Lutheran University 2006 — 2010
Bachelors, Business Administration/ Exercise Science
Haagse Hogeschool Den Haag 2008 — 2008
Bachelor's degree, International Business
AVON 39 The Walk to End Breast Cancer March 2012 - Present
FSC Securities March 2011 - May 2012
Southeast Ventura County Ymca January 2008 - March 2011
Bally Total Fitness July 2007 - December 2007
Skills
Non-profits, Fundraising, Finance, Non-profit Leadership, Volunteering, Fitness Training, Nonprofits, Program Development, Community Outreach, Volunteer Management, Public Speaking, Philanthropy, Event Planning, Public Relations, Event Management, Leadership, Marketing, Leadership Development, Social Networking, Strategic Planning
Education
California Lutheran University 2006 — 2010
Bachelors, Business Administration/ Exercise Science
Haagse Hogeschool Den Haag 2008 — 2008
Bachelor's degree, International Business
Sean Westbrook Sean Westbrook's FSC Securities Experience 2007 - Present
Job President at James F. Poole and Associates
Industry Financial Services
Experience
James F. Poole and Associates 2008 - Present
FSC Securities 2007 - Present
RBC Dain Rauscher 2004 - 2006
Skills
Retirement Planning, Retirement, Wealth Management, Series 7, Finance, Portfolio Management, Mutual Funds, Asset Allocation, Banking, Credit, Equities, Investments, Financial Analysis, Strategic Financial..., Series 63, Series 66
Education
Metropolitan State University of Denver 2001 — 2004
Bachelor of Science, Business, Business, Finance
James F. Poole and Associates 2008 - Present
FSC Securities 2007 - Present
RBC Dain Rauscher 2004 - 2006
Skills
Retirement Planning, Retirement, Wealth Management, Series 7, Finance, Portfolio Management, Mutual Funds, Asset Allocation, Banking, Credit, Equities, Investments, Financial Analysis, Strategic Financial..., Series 63, Series 66
Education
Metropolitan State University of Denver 2001 — 2004
Bachelor of Science, Business, Business, Finance
Grant Giddens's FSC Securities Experience March 2008 - February 2011
Job Inside Channel Supplies Account Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard 2015 - Present
Atlanta Honey Company March 2011 - December 2014
FSC Securities March 2008 - February 2011
Lowe's Home Improvement May 2003 - March 2008
Skills
Inventory Management, Customer Service, Benefits Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Employee Relations, Applicant Tracking..., PowerPoint, Performance Management, Customer Satisfaction, Marketing, Strategy, Sales, Entrepreneurship, Shipping, Operations Management, Web Commerce, Magento, Training, Wholesale, Social Media, Strategic Planning, Management, Leadership
Education
Valdosta State University 2005 — 2009
Bachelors, Business Management
Reinhardt College 2004 — 2006
Bachelor of Science, Business Management (2004
Hewlett-Packard 2015 - Present
Atlanta Honey Company March 2011 - December 2014
FSC Securities March 2008 - February 2011
Lowe's Home Improvement May 2003 - March 2008
Skills
Inventory Management, Customer Service, Benefits Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Employee Relations, Applicant Tracking..., PowerPoint, Performance Management, Customer Satisfaction, Marketing, Strategy, Sales, Entrepreneurship, Shipping, Operations Management, Web Commerce, Magento, Training, Wholesale, Social Media, Strategic Planning, Management, Leadership
Education
Valdosta State University 2005 — 2009
Bachelors, Business Management
Reinhardt College 2004 — 2006
Bachelor of Science, Business Management (2004
Payton, Pam's FSC Securities Experience May 1995 - July 2003
Job Secretary at USD 480
Industry Education Management
Experience
USD 480 January 2010 - Present
Plains Equity Exchange January 2009 - January 2010
The Edge August 2003 - January 2009
FSC Securities May 1995 - July 2003
Enron September 1981 - May 1995
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teaching, Microsoft Excel, English, Research, Public Speaking, Customer Service, Event Planning, Dutch, Nonprofits
Education
Seward County Community College and Area Technical School 1979 — 1981
Associate's degree, Business
USD 480 January 2010 - Present
Plains Equity Exchange January 2009 - January 2010
The Edge August 2003 - January 2009
FSC Securities May 1995 - July 2003
Enron September 1981 - May 1995
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teaching, Microsoft Excel, English, Research, Public Speaking, Customer Service, Event Planning, Dutch, Nonprofits
Education
Seward County Community College and Area Technical School 1979 — 1981
Associate's degree, Business
Doug Beaudoin Doug Beaudoin's FSC Securities Experience August 2001 - July 2004
Job VP Sales & Entertainment, FX Group International
Industry Sports
Experience
FX Marketing Group March 2004 - Present
FSC Securities August 2001 - July 2004
Morgan Stanley October 1986 - July 2001
Tampa Bay Bandits/USFL January 1983 - August 1986
National Football League July 1976 - August 1983
Skills
Online Advertising, Social Media Marketing, Sponsorship, Social Networking, Sports, Marketing Strategy, Strategic Planning, Public Relations, Sports Marketing, Marketing, Social Media, Event Planning, Event Management, Advertising, Lead Generation, New Business Development, Leadership, Sales
Education
University of Minnesota-Twin Cities 1973 — 1976
Business, Management, Marketing, and Related Support Services
FX Marketing Group March 2004 - Present
FSC Securities August 2001 - July 2004
Morgan Stanley October 1986 - July 2001
Tampa Bay Bandits/USFL January 1983 - August 1986
National Football League July 1976 - August 1983
Skills
Online Advertising, Social Media Marketing, Sponsorship, Social Networking, Sports, Marketing Strategy, Strategic Planning, Public Relations, Sports Marketing, Marketing, Social Media, Event Planning, Event Management, Advertising, Lead Generation, New Business Development, Leadership, Sales
Education
University of Minnesota-Twin Cities 1973 — 1976
Business, Management, Marketing, and Related Support Services
David Selden David Selden's FSC Securities Experience September 2011 - February 2015
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
FSC Securities September 2011 - February 2015
The GMS Group May 2007 - September 2011
Skills
Fixed Income Analysis, Cash Flow Management, Investment Banking, Investment Management, Life Insurance, Retirement Planning, High Net Worth..., Finance, Wealth Management, Investments, Mutual Funds, Financial Planning, Series 7, Investment Advisory
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Quinnipiac University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
morris hills
Raymond James Financial, Inc. February 2015 - Present
FSC Securities September 2011 - February 2015
The GMS Group May 2007 - September 2011
Skills
Fixed Income Analysis, Cash Flow Management, Investment Banking, Investment Management, Life Insurance, Retirement Planning, High Net Worth..., Finance, Wealth Management, Investments, Mutual Funds, Financial Planning, Series 7, Investment Advisory
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Quinnipiac University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
morris hills
John C. Osorio John C. Osorio's FSC Securities Experience November 1999 - February 2012
Job Investment Consultant at INVEST Financial Corp.
Industry Financial Services
Experience
INVEST Financial Corp. 2012 - Present
FSC Securities November 1999 - February 2012
Skills
Investment Consultant, Tax Preparation, Series 7, Series 63, Series 24, Securities
Education
Pace University 1986 — 1989
Master of Business Administration (MBA), Finance
St. Johns University 1980 — 1984
Bachelor's degree, Quantitative Analysis
INVEST Financial Corp. 2012 - Present
FSC Securities November 1999 - February 2012
Skills
Investment Consultant, Tax Preparation, Series 7, Series 63, Series 24, Securities
Education
Pace University 1986 — 1989
Master of Business Administration (MBA), Finance
St. Johns University 1980 — 1984
Bachelor's degree, Quantitative Analysis
Ivan Killen Ivan Killen's FSC Securities Experience 1984 - 1989
Job Vice President Finance and Operations at ECOVEST CAPITAL, LLC
Industry Real Estate
Experience
EcoVest Capital, LLC May 2012 - Present
AIG August 2001 - April 2012
AIG Advisor Group 2002 - 2003
T. STEPHEN JOHNSON & ASSOCIATES, INC. 2000 - 2001
INVESTORS FINANCIAL GROUP, INC. 1990 - 1999
DUN & BRADSTREET (D&B) SOFTWARE SERVICES, INC. 1989 - 1990
FSC Securities 1984 - 1989
HERETH, ORR & JONES, INC. 1982 - 1984
BDO USA, LLP 1977 - 1982
Skills
Cash Flow, Strategic Planning, Mergers, Accounting, Financial Reporting, Mergers & Acquisitions, Finance, Forecasting, Asset Management, Auditing, Due Diligence, Risk Management, Real Estate, Private Equity, Strategic Financial..., Tax, Budgets, Analysis, Variance Analysis
Education
University of North Carolina at Chapel Hill 1972 — 1976
BSBA, Accounting
Ashe Central High School
EcoVest Capital, LLC May 2012 - Present
AIG August 2001 - April 2012
AIG Advisor Group 2002 - 2003
T. STEPHEN JOHNSON & ASSOCIATES, INC. 2000 - 2001
INVESTORS FINANCIAL GROUP, INC. 1990 - 1999
DUN & BRADSTREET (D&B) SOFTWARE SERVICES, INC. 1989 - 1990
FSC Securities 1984 - 1989
HERETH, ORR & JONES, INC. 1982 - 1984
BDO USA, LLP 1977 - 1982
Skills
Cash Flow, Strategic Planning, Mergers, Accounting, Financial Reporting, Mergers & Acquisitions, Finance, Forecasting, Asset Management, Auditing, Due Diligence, Risk Management, Real Estate, Private Equity, Strategic Financial..., Tax, Budgets, Analysis, Variance Analysis
Education
University of North Carolina at Chapel Hill 1972 — 1976
BSBA, Accounting
Ashe Central High School
Alison Shaw Rodriguez Alison Shaw Rodriguez's FSC Securities Experience April 2012 - August 2012
Job Regional Supervision Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services January 2014 - October 2014
FSC Securities April 2012 - August 2012
FSC Securities April 2011 - April 2012
FSC Securities January 2010 - April 2011
FSC Securities January 2008 - January 2010
FSC Securities December 2005 - January 2008
Education
George Mason University
Bachelor's Degree
Woodbury Financial Services January 2014 - October 2014
FSC Securities April 2012 - August 2012
FSC Securities April 2011 - April 2012
FSC Securities January 2010 - April 2011
FSC Securities January 2008 - January 2010
FSC Securities December 2005 - January 2008
Education
George Mason University
Bachelor's Degree
Michael Gantt Michael Gantt's FSC Securities Experience May 2003 - April 2009
Job Branch Manager First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Jeremiah Hardy Jeremiah Hardy's FSC Securities Experience January 2009 - August 2009
Job Operations Services Specialist at Vencore Inc.
Industry Defense & Space
Experience
Vencore Inc. October 2013 - Present
QinetiQ North America February 2011 - September 2013
Avion Solutions, Inc. November 2009 - February 2011
FSC Securities January 2009 - August 2009
Skills
Finance, DoD, Security Clearance, Military, Software Documentation, Government Contracting, Troubleshooting, Defense, Process Improvement
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.), MBA in progress
Auburn University at Montgomery 2003 — 2009
B.S. in Business, Management
Vencore Inc. October 2013 - Present
QinetiQ North America February 2011 - September 2013
Avion Solutions, Inc. November 2009 - February 2011
FSC Securities January 2009 - August 2009
Skills
Finance, DoD, Security Clearance, Military, Software Documentation, Government Contracting, Troubleshooting, Defense, Process Improvement
Education
Texas A&M University 2014 — 2016
Master of Business Administration (M.B.A.), MBA in progress
Auburn University at Montgomery 2003 — 2009
B.S. in Business, Management
Edward M Prybylski's FSC Securities Experience 1997 - 1999
Job Financial Advisor at E|M|P Group, Investment Professionals Inc
Industry Financial Services
Experience
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
John Gelso's FSC Securities Experience January 2000 - December 2003
Job Website Content Manager
Industry Financial Services
Experience
AIG Advisor Group January 2011 - Present
AIG Advisor Group January 2004 - December 2010
FSC Securities January 2000 - December 2003
FSC Securities July 1998 - December 1999
HD Brous & Co Inc. June 1996 - February 1998
Alliance Entertainment, Inc. May 1994 - January 1996
MMS Records Group April 1994 - September 1994
Skills
Content Management, Content Strategy, Content Development, Business Analysis, Process Improvement, Usability, User Experience, Digital Marketing, Online Advertising, ASP, Adobe Creative Suite, Adobe Acrobat, Microsoft Office, Web Design, SEO, Video Editing, Print Production Process, Print On Demand, Variable Data Printing, CMS, Copywriting, Online Marketing, CSS, Information Architecture, Web Development, Website Development, Web Content Management, Management, Strategy, Google Analytics
Education
Southern Polytechnic State University 2004 — 2004
SQL Server Database, Active Server Pages, and XML training
New Horizons Computer Learning Centers 2000 — 2001
Graphic, Website, and Multimedia Design training
City University of New York 1993 — 1995
Management of Musical Enterprise, Music, Fine Arts
Westchester Community College 1990 — 1993
AS, Arts
AIG Advisor Group January 2011 - Present
AIG Advisor Group January 2004 - December 2010
FSC Securities January 2000 - December 2003
FSC Securities July 1998 - December 1999
HD Brous & Co Inc. June 1996 - February 1998
Alliance Entertainment, Inc. May 1994 - January 1996
MMS Records Group April 1994 - September 1994
Skills
Content Management, Content Strategy, Content Development, Business Analysis, Process Improvement, Usability, User Experience, Digital Marketing, Online Advertising, ASP, Adobe Creative Suite, Adobe Acrobat, Microsoft Office, Web Design, SEO, Video Editing, Print Production Process, Print On Demand, Variable Data Printing, CMS, Copywriting, Online Marketing, CSS, Information Architecture, Web Development, Website Development, Web Content Management, Management, Strategy, Google Analytics
Education
Southern Polytechnic State University 2004 — 2004
SQL Server Database, Active Server Pages, and XML training
New Horizons Computer Learning Centers 2000 — 2001
Graphic, Website, and Multimedia Design training
City University of New York 1993 — 1995
Management of Musical Enterprise, Music, Fine Arts
Westchester Community College 1990 — 1993
AS, Arts
Brian Dunkin's FSC Securities Experience January 1987 - January 1989
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Christopher Iallonardo Christopher Iallonardo's FSC Securities Experience May 2011 - September 2011
Job Client Financial Software Services at INDATA Services LLC
Industry Financial Services
Experience
INDATA Services LLC September 2012 - Present
FSC Securities May 2011 - September 2011
Skills
Series 7, Microsoft Excel, Series 63, Mutual Funds, Social Media, Securities, Microsoft Office, Investments, Microsoft Word, Sales, PowerPoint, Retail, Marketing, Leadership
Education
Manhattan College 2009 — 2012
Bachelor of Science (B.S.), Finance, General
INDATA Services LLC September 2012 - Present
FSC Securities May 2011 - September 2011
Skills
Series 7, Microsoft Excel, Series 63, Mutual Funds, Social Media, Securities, Microsoft Office, Investments, Microsoft Word, Sales, PowerPoint, Retail, Marketing, Leadership
Education
Manhattan College 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Scott McMurdie Scott McMurdie's FSC Securities Experience 2000 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
Shea & McMurdie Retirement January 2000 - Present
FSC Securities 2000 - Present
Skills
Retirement Planning
Education
Southern Methodist University 2006 — 2007
Brigham Young University 1994 — 2000
Bachelors, Business-Finance
Shea & McMurdie Retirement January 2000 - Present
FSC Securities 2000 - Present
Skills
Retirement Planning
Education
Southern Methodist University 2006 — 2007
Brigham Young University 1994 — 2000
Bachelors, Business-Finance
John Mastrogianakis's FSC Securities Experience March 2011 - April 2012
Job Annuity Product Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
Leah Bullen's FSC Securities Experience 1997 - 2005
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Dariusz Kubacki Dariusz Kubacki's FSC Securities Experience October 2002 - January 2004
Job Enterprise Account Manager NorCal & Pac NW at Veeam Software
Industry Computer Software
Experience
Veeam Software February 2015 - Present
Veeam Software January 2014 - Present
Veeam Software February 2012 - January 2014
CVC-B2A March 2010 - October 2011
E*TRADE Financial Corporation May 2006 - August 2009
SunTrust Bank January 2004 - March 2006
FSC Securities October 2002 - January 2004
E*TRADE Financial Corporation March 2000 - August 2002
Skills
Salesforce.com, B2B, Channel Partners, Cloud Computing, VMSP, Portfolio Management, Investments, Start-ups, Hyper-V, Microsoft Technologies
Education
Georgia Southern University
Bachelor of Business Administration in Marketing, Sales and Sales Management
Veeam Software February 2015 - Present
Veeam Software January 2014 - Present
Veeam Software February 2012 - January 2014
CVC-B2A March 2010 - October 2011
E*TRADE Financial Corporation May 2006 - August 2009
SunTrust Bank January 2004 - March 2006
FSC Securities October 2002 - January 2004
E*TRADE Financial Corporation March 2000 - August 2002
Skills
Salesforce.com, B2B, Channel Partners, Cloud Computing, VMSP, Portfolio Management, Investments, Start-ups, Hyper-V, Microsoft Technologies
Education
Georgia Southern University
Bachelor of Business Administration in Marketing, Sales and Sales Management
Aneesah Tahir Aneesah Tahir's FSC Securities Experience March 2006 - September 2008
Job Operations Analyst at eVestment
Industry Financial Services
Experience
eVestment July 2015 - Present
SEDC August 2014 - March 2015
SEDC January 2013 - August 2014
Johns Hopkins Hospital January 2010 - December 2012
SUNTRUST INVESTMENT SERVICES September 2008 - January 2010
FSC Securities March 2006 - September 2008
Skills
Analysis, Management, Healthcare Management, Process Improvement, Public Health, Healthcare Information..., Software Documentation, Medicine, Customer Service, Cancer, Pediatrics, Public Speaking, Team Building, Lifesciences, Bank Reconciliation, Account Reconciliation, Financial Reporting, Financial Services, Risk Management, Equity Trading, Traditional IRA, Roth IRA, Business Development, Product Management, Strategic Planning, Team Leadership, Microsoft Office, Finance, Microsoft Excel, SQL, Google Analytics, Pivot Tables, Macroeconomics, Vlookup
Education
Thomas Nelson Community College 1999 — 2001
Associate of Science (A.S., Biology/Biological Studies, 3
Hampton University 1994 — 1999
Biology
Crossland Senior High 1991 — 1995
Diploma, General Studies
eVestment July 2015 - Present
SEDC August 2014 - March 2015
SEDC January 2013 - August 2014
Johns Hopkins Hospital January 2010 - December 2012
SUNTRUST INVESTMENT SERVICES September 2008 - January 2010
FSC Securities March 2006 - September 2008
Skills
Analysis, Management, Healthcare Management, Process Improvement, Public Health, Healthcare Information..., Software Documentation, Medicine, Customer Service, Cancer, Pediatrics, Public Speaking, Team Building, Lifesciences, Bank Reconciliation, Account Reconciliation, Financial Reporting, Financial Services, Risk Management, Equity Trading, Traditional IRA, Roth IRA, Business Development, Product Management, Strategic Planning, Team Leadership, Microsoft Office, Finance, Microsoft Excel, SQL, Google Analytics, Pivot Tables, Macroeconomics, Vlookup
Education
Thomas Nelson Community College 1999 — 2001
Associate of Science (A.S., Biology/Biological Studies, 3
Hampton University 1994 — 1999
Biology
Crossland Senior High 1991 — 1995
Diploma, General Studies
Molly Glenn's FSC Securities Experience June 2004 - March 2006
Job Biomedical Engineering Sales Assistant at Materialise
Industry Architecture & Planning
Experience
Stanley Beaman & Sears April 2006 - September 2010
FSC Securities June 2004 - March 2006
Randstad Staffing July 1997 - June 2004
Skills
LEED Green Associate, Microstation, Bentley Architecture, Triforma, AutoCad 2000, Microstation V8i, Microstation V8XM, Google SketchUp, Prolog, Constructware, AIA Contract Document..., Adobe Photoshop, Adobe Illustrator, Adobe Creative Suite, Adobe Acrobat..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, HTML, CSS, JavaScript, FTP, Telnet, Macromedia Dreamweaver, French, Catia, CAD, Revit, Mimics, Adobe Acrobat, Architecture, AutoCAD, Dreamweaver, Illustrator, PowerPoint, Research, SketchUp, Submittals, Sketching
Education
Haverford College 1999 — 2003
BA
University of St. Andrews 2002 — 2002
study abroad
Stanley Beaman & Sears April 2006 - September 2010
FSC Securities June 2004 - March 2006
Randstad Staffing July 1997 - June 2004
Skills
LEED Green Associate, Microstation, Bentley Architecture, Triforma, AutoCad 2000, Microstation V8i, Microstation V8XM, Google SketchUp, Prolog, Constructware, AIA Contract Document..., Adobe Photoshop, Adobe Illustrator, Adobe Creative Suite, Adobe Acrobat..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, HTML, CSS, JavaScript, FTP, Telnet, Macromedia Dreamweaver, French, Catia, CAD, Revit, Mimics, Adobe Acrobat, Architecture, AutoCAD, Dreamweaver, Illustrator, PowerPoint, Research, SketchUp, Submittals, Sketching
Education
Haverford College 1999 — 2003
BA
University of St. Andrews 2002 — 2002
study abroad
Morrie Whittington's FSC Securities Experience July 2000 - March 2004
Job
Industry Real Estate
Experience
TriMont Real Estate Advisors December 2006 - Present
Triad Advisors Inc. March 2004 - November 2005
FSC Securities July 2000 - March 2004
Roth & Associates February 1999 - July 2000
Skills
Financial Analysis, Programming, Data Analysis, Excel models, VBA, Commercial Real Estate, SQL Server Management..., VBScript, XML, APIs, Git, Github, R, RStudio, Data Science, Data Governance, SQL Data Quality..., Batch Files
Education
Georgia Institute of Technology 1994 — 1999
Bachelor of Science (B.S.), Economics
TriMont Real Estate Advisors December 2006 - Present
Triad Advisors Inc. March 2004 - November 2005
FSC Securities July 2000 - March 2004
Roth & Associates February 1999 - July 2000
Skills
Financial Analysis, Programming, Data Analysis, Excel models, VBA, Commercial Real Estate, SQL Server Management..., VBScript, XML, APIs, Git, Github, R, RStudio, Data Science, Data Governance, SQL Data Quality..., Batch Files
Education
Georgia Institute of Technology 1994 — 1999
Bachelor of Science (B.S.), Economics
Ryan J. Baker's FSC Securities Experience January 1999 - October 2001
Job
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - April 2015
Newedge October 2013 - January 2015
Newedge December 2009 - October 2013
Legent Clearing April 2009 - December 2009
Legent Clearing May 2008 - April 2009
Wachovia Securities April 2007 - May 2008
Neovest Trading August 2002 - June 2006
FSC Securities January 1999 - October 2001
Skills
Options, Equities, Electronic Trading, Trading Systems, Equity Trading, Financial Markets, Exchange Connectivity, ETFs, Equity Derivatives, Back Office, Order Routing, 15c3-5, Clearing Houses, Order Management, Low Latency, Securities Regulation, Compliance, Trading, Securities, Prime Brokerage
Education
Skidmore College 1994 — 1998
BA, Business and Government
Stevens High School, Claremont, NH 1990 — 1994
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - April 2015
Newedge October 2013 - January 2015
Newedge December 2009 - October 2013
Legent Clearing April 2009 - December 2009
Legent Clearing May 2008 - April 2009
Wachovia Securities April 2007 - May 2008
Neovest Trading August 2002 - June 2006
FSC Securities January 1999 - October 2001
Skills
Options, Equities, Electronic Trading, Trading Systems, Equity Trading, Financial Markets, Exchange Connectivity, ETFs, Equity Derivatives, Back Office, Order Routing, 15c3-5, Clearing Houses, Order Management, Low Latency, Securities Regulation, Compliance, Trading, Securities, Prime Brokerage
Education
Skidmore College 1994 — 1998
BA, Business and Government
Stevens High School, Claremont, NH 1990 — 1994
Hannon Fayard's FSC Securities Experience March 2005 - March 2008
Job Financial Representative at Strategic Wealth Specialists
Industry Financial Services
Experience
Harbor Financial Services October 2011 - October 2014
Capital Markets Compliance, LLC January 2010 - September 2011
Capital Markets Compliance, LLC March 2008 - December 2009
FSC Securities March 2005 - March 2008
MetLife May 2004 - January 2005
Skills
FINRA, Investments, Series 7, Series 63, Series 24, Series 6, Series 65, Series 53, Series 99, Life & Health Insurance...
Education
University of Alabama 1999 — 2003
Bachelor of Science, Finance
Harbor Financial Services October 2011 - October 2014
Capital Markets Compliance, LLC January 2010 - September 2011
Capital Markets Compliance, LLC March 2008 - December 2009
FSC Securities March 2005 - March 2008
MetLife May 2004 - January 2005
Skills
FINRA, Investments, Series 7, Series 63, Series 24, Series 6, Series 65, Series 53, Series 99, Life & Health Insurance...
Education
University of Alabama 1999 — 2003
Bachelor of Science, Finance
Jeremy Keating, MBA's FSC Securities Experience January 2006 - January 2015
Job Retirement Planning Specialist at Capital Income Advisors
Industry Financial Services
Experience
Capital Income Advisors January 2015 - Present
FSC Securities January 2006 - January 2015
Citicorp Investment Services, Citigroup October 2003 - December 2005
Merrill Lynch June 2000 - October 2003
Skills
Retirement Planning, Retirement, Securities, 401k, Finance, Pensions, FINRA, Options, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Telecommunications, Financial Advisory, Microsoft Office, Mutual Funds, Public Speaking, Asset Allocation, Strategic Planning, Team Leadership, Customer Service, Microsoft Excel, PowerPoint, Financial Planning
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business
Capital Income Advisors January 2015 - Present
FSC Securities January 2006 - January 2015
Citicorp Investment Services, Citigroup October 2003 - December 2005
Merrill Lynch June 2000 - October 2003
Skills
Retirement Planning, Retirement, Securities, 401k, Finance, Pensions, FINRA, Options, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Telecommunications, Financial Advisory, Microsoft Office, Mutual Funds, Public Speaking, Asset Allocation, Strategic Planning, Team Leadership, Customer Service, Microsoft Excel, PowerPoint, Financial Planning
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business
Andrew Davitt's FSC Securities Experience May 1990 - May 2004
Job Chairman,Securities Practice Group
Industry Law Practice
Experience
Marshall, Dennehey, Warner, Coleman & Goggin September 1992 - Present
FSC Securities May 1990 - May 2004
CIGNA 1989 - 1992
Skills
Class Actions, Non-profits, Critical Thinking, Life Insurance, Management, Professional Liability, Liability, Arbitration, Litigation, Insurance, Securities, Nonprofits, Licensing, Claim, Fixed Annuities, Legal Research, Mediation, Retirement Planning, FINRA, Legal Writing, Investments, Commercial Litigation, Legal Liability, Insurance Law, Securities Regulation, Product Liability, Appeals, Securities Litigation, Trials, Litigation Management, Broker-Dealer, Civil Litigation, Workers Compensation, Medical Malpractice, Corporate Law, Bankruptcy, Corporate Governance, Personal Injury, Courts, Legal Compliance, Legal Assistance, Dispute Resolution, Alternative Dispute..., ERISA, Estate Planning, Employment Law, Westlaw, Fiduciary, Public Liability, Series 24
Education
University of Baltimore School of Law 1985 — 1988
JD, law
Mansfield University of Pennsylvania 1976 — 1980
ba, criminal justice
Marshall, Dennehey, Warner, Coleman & Goggin September 1992 - Present
FSC Securities May 1990 - May 2004
CIGNA 1989 - 1992
Skills
Class Actions, Non-profits, Critical Thinking, Life Insurance, Management, Professional Liability, Liability, Arbitration, Litigation, Insurance, Securities, Nonprofits, Licensing, Claim, Fixed Annuities, Legal Research, Mediation, Retirement Planning, FINRA, Legal Writing, Investments, Commercial Litigation, Legal Liability, Insurance Law, Securities Regulation, Product Liability, Appeals, Securities Litigation, Trials, Litigation Management, Broker-Dealer, Civil Litigation, Workers Compensation, Medical Malpractice, Corporate Law, Bankruptcy, Corporate Governance, Personal Injury, Courts, Legal Compliance, Legal Assistance, Dispute Resolution, Alternative Dispute..., ERISA, Estate Planning, Employment Law, Westlaw, Fiduciary, Public Liability, Series 24
Education
University of Baltimore School of Law 1985 — 1988
JD, law
Mansfield University of Pennsylvania 1976 — 1980
ba, criminal justice
Tyler Mattingly's FSC Securities Experience February 2002 - May 2002
Job Vice President Alternative Investments at Kalos Financial
Industry Financial Services
Experience
Kalos Financial June 2015 - Present
Triad Advisors August 2014 - June 2015
Triad Advisors March 2014 - June 2015
Wells Real Estate Funds August 2012 - March 2014
Wells Real Estate Funds January 2006 - March 2014
Wells Real Estate Funds February 2005 - January 2006
Wells Real Estate Funds May 2002 - August 2004
FSC Securities February 2002 - May 2002
FSC Securities January 2000 - February 2002
AMG Financial Strategies, Inc. July 1998 - January 2000
Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis
Education
Auburn University 1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Providence Christian Academy
Providence Christian Academy
Kalos Financial June 2015 - Present
Triad Advisors August 2014 - June 2015
Triad Advisors March 2014 - June 2015
Wells Real Estate Funds August 2012 - March 2014
Wells Real Estate Funds January 2006 - March 2014
Wells Real Estate Funds February 2005 - January 2006
Wells Real Estate Funds May 2002 - August 2004
FSC Securities February 2002 - May 2002
FSC Securities January 2000 - February 2002
AMG Financial Strategies, Inc. July 1998 - January 2000
Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis
Education
Auburn University 1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Providence Christian Academy
Providence Christian Academy
andy davitt's FSC Securities Experience May 1988 - December 2004
Job Chairman,sec Practice group at Marshall, Dennehey, Warner, Coleman & Goggin
Industry Financial Services
Experience
Marshall, Dennehey, Warner, Coleman & Goggin September 1992 - Present
FSC Securities May 1988 - December 2004
INA-PRO/CIGNA May 1988 - September 1992
Skills
Commercial Litigation, Professional Liability, Securities Regulation, Trials, Litigation, Litigation Management, Securities, Class Actions, Civil Litigation, Insurance, Appeals, Due Diligence, Investments, Employment Law, Arbitration, Mediation
Education
University of Baltimore School of Law 1984 — 1987
jd, law
Mansfield University of Pennsylvania 1976 — 1980
ba, criminal justice
Marshall, Dennehey, Warner, Coleman & Goggin September 1992 - Present
FSC Securities May 1988 - December 2004
INA-PRO/CIGNA May 1988 - September 1992
Skills
Commercial Litigation, Professional Liability, Securities Regulation, Trials, Litigation, Litigation Management, Securities, Class Actions, Civil Litigation, Insurance, Appeals, Due Diligence, Investments, Employment Law, Arbitration, Mediation
Education
University of Baltimore School of Law 1984 — 1987
jd, law
Mansfield University of Pennsylvania 1976 — 1980
ba, criminal justice
Jeff Lewis's FSC Securities Experience March 2002 - February 2003
Job Field Representative at U.S. Senator Lamar Alexander
Industry Political Organization
Experience
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
U.S. Senator Lamar Alexander August 2013 - Present
U.S. Congressman Scott DesJarlais M.D. (TN-04) January 2011 - April 2013
Gobble for Congress July 2009 - January 2012
AXA Advisors January 2009 - October 2009
Erlanger Medical Center September 2007 - August 2008
ERLANGER HEALTH SYSTEM September 2007 - August 2008
OFFICE OF UNITED STATES SENATOR LAMAR ALEXANDER February 2003 - September 2007
selfemployed March 2002 - February 2003
FSC Securities March 2002 - February 2003
EDWARD JONES INVESTMENTS January 1999 - March 2002
Skills
Marketing, Economic Development, Strategic Planning, Politics, Public Relations, Fundraising, Legislative Relations, Grassroots Organizing, Public Speaking, Sales, Investments, Non-profits, New Business Development, Community Outreach, Coaching, Analysis, Government, Media Relations, Policy, Research, Nonprofits, Budgets, Volunteer Management, Political Campaigns, Leadership, Small Business, Public Policy, Event Planning, Community Development, Strategic Communications, Legislation, Political Consulting, Social Networking, Grant Writing, Leadership Development, Event Management, Social Media, Campaigns, Grassroots
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor of Science (B.S.), Business Finance
The University of Tennessee at Chattanooga 1993 — 1995
B. S, Business Administration; Finance
Dwayne Bulger's FSC Securities Experience 2010 - Present
Job Licensing Coordinator
Industry Financial Services
Experience
FSC Securities 2010 - Present
AT&T Advertising Solution January 2009 - December 2009
OLD MUTUAL FINANCIAL NETWORK April 2007 - January 2009
Old Mutual Financial Network April 2007 - January 2009
Primerica Financial Services January 2005 - March 2007
Primerica Financial Services March 1992 - March 2007
Salomon Smith Barney 2 January 2001 - January 2004
Salomon Smith Barney 2001 - 2004
Skills
Inside Sales, Sales Support, Sales Operations, Management, New Business Development, Sales, Fixed Annuities, Marketing
Education
The University of Georgia 1979 — 1983
BA, English
Frederick Douglass
FSC Securities 2010 - Present
AT&T Advertising Solution January 2009 - December 2009
OLD MUTUAL FINANCIAL NETWORK April 2007 - January 2009
Old Mutual Financial Network April 2007 - January 2009
Primerica Financial Services January 2005 - March 2007
Primerica Financial Services March 1992 - March 2007
Salomon Smith Barney 2 January 2001 - January 2004
Salomon Smith Barney 2001 - 2004
Skills
Inside Sales, Sales Support, Sales Operations, Management, New Business Development, Sales, Fixed Annuities, Marketing
Education
The University of Georgia 1979 — 1983
BA, English
Frederick Douglass
Dori Hammond's FSC Securities Experience April 2013 - February 2015
Job VP of Broker Dealer Surveillance
Industry Financial Services
Experience
AIG Advisor Group January 2015 - Present
FSC Securities April 2013 - February 2015
AIG Advisor Group April 2012 - April 2013
AIG Advisor Group January 2009 - March 2012
FSC Securities April 2004 - January 2009
AIG Advisor Group September 2003 - April 2004
FSC Securities July 2002 - September 2003
Wachovia Securities March 2001 - June 2002
Skills
Securities, Financial Advisory, Series 7, Investment Advisory, Series 63, Series 24, FINRA, Investments, Series 6, Financial Services, Series 65, Mutual Funds, 401k, Asset Allocation, Asset Management, Bonds, ETFs, Equities, Fixed Annuities, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Risk Management, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Strayer University-Maryland 2001 — 2004
MBA, Management
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Business Adminstration--Marketing
AIG Advisor Group January 2015 - Present
FSC Securities April 2013 - February 2015
AIG Advisor Group April 2012 - April 2013
AIG Advisor Group January 2009 - March 2012
FSC Securities April 2004 - January 2009
AIG Advisor Group September 2003 - April 2004
FSC Securities July 2002 - September 2003
Wachovia Securities March 2001 - June 2002
Skills
Securities, Financial Advisory, Series 7, Investment Advisory, Series 63, Series 24, FINRA, Investments, Series 6, Financial Services, Series 65, Mutual Funds, 401k, Asset Allocation, Asset Management, Bonds, ETFs, Equities, Fixed Annuities, Investment Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Risk Management, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planning
Education
Strayer University-Maryland 2001 — 2004
MBA, Management
University of Richmond - Robins School of Business 1995 — 1999
BSBA, Business Adminstration--Marketing
Timothy Sapp's FSC Securities Experience 2000 - 2004
Job Compliance Officer
Industry Financial Services
Experience
Primerica 2013 - 2014
SunTrust Investment Services May 2004 - May 2012
FSC Securities 2000 - 2004
WMA Securities 1999 - 2000
PFS Securities 1997 - 1999
Skills
Mutual Funds, Trading, Investments, Series 24, Series 7, Wealth Management, FINRA, Business Development, Auditing, Securities, Series 63, Investment Advisory, Asset Management, Financial Services, Uniform Combined State..., Portfolio Management, Financial Planning
Education
University of Alabama
BA, Marketing, Communications, Advertising
Primerica 2013 - 2014
SunTrust Investment Services May 2004 - May 2012
FSC Securities 2000 - 2004
WMA Securities 1999 - 2000
PFS Securities 1997 - 1999
Skills
Mutual Funds, Trading, Investments, Series 24, Series 7, Wealth Management, FINRA, Business Development, Auditing, Securities, Series 63, Investment Advisory, Asset Management, Financial Services, Uniform Combined State..., Portfolio Management, Financial Planning
Education
University of Alabama
BA, Marketing, Communications, Advertising
Wayne Toteff's FSC Securities Experience October 1996 - May 2002
Job Realtor at Keller Williams Lakeside Properties
Industry Real Estate
Experience
Keller Williams Lakeside Properties March 2013 - Present
Blue Cross Blue Shield of Michigan January 1997 - March 2013
Priority Health January 1996 - March 2013
Financial West Group May 2002 - December 2011
FSC Securities October 1996 - May 2002
Traverse Bay Manufacturing January 1991 - June 1996
Skills
Real Estate Transactions, Real Estate Marketing, Small Business, Insurance, Underwriting, Sales, Financial Analysis, Customer Service, Risk Management, Microsoft Excel, Uniform Combined State..., Strategic Planning, Banking, Real Estate
Education
Albion College 1977 — 1981
BA, Economics/Finance
Albion College 1977 — 1981
BA in Economics
Keller Williams Lakeside Properties March 2013 - Present
Blue Cross Blue Shield of Michigan January 1997 - March 2013
Priority Health January 1996 - March 2013
Financial West Group May 2002 - December 2011
FSC Securities October 1996 - May 2002
Traverse Bay Manufacturing January 1991 - June 1996
Skills
Real Estate Transactions, Real Estate Marketing, Small Business, Insurance, Underwriting, Sales, Financial Analysis, Customer Service, Risk Management, Microsoft Excel, Uniform Combined State..., Strategic Planning, Banking, Real Estate
Education
Albion College 1977 — 1981
BA, Economics/Finance
Albion College 1977 — 1981
BA in Economics
Robert Bob Berry's FSC Securities Experience October 1983 - July 1990
Job Area Manager at Dale Carnegie Kentuckiana
Industry Professional Training & Coaching
Experience
Dale Carnegie Kentuckiana 2007 - Present
Dale Carnegie Kentuckiana January 1968 - Present
Commonwealth of Kentucky August 1991 - November 2007
FSC Securities October 1983 - July 1990
Brown and Williamson Tobacco Corporation September 1963 - September 1980
Skills
Strategic Planning, Process Improvement, Mediation, Coaching, Performance Management, Team Building, Change Management, Mentoring, Employee Relations, Customer Service, Negotiation, Customer Relations, Problem Solving, Interviewing, Public Speaking
Education
University of Louisville 1960 — 1962
Business
Dale Carnegie Kentuckiana 2007 - Present
Dale Carnegie Kentuckiana January 1968 - Present
Commonwealth of Kentucky August 1991 - November 2007
FSC Securities October 1983 - July 1990
Brown and Williamson Tobacco Corporation September 1963 - September 1980
Skills
Strategic Planning, Process Improvement, Mediation, Coaching, Performance Management, Team Building, Change Management, Mentoring, Employee Relations, Customer Service, Negotiation, Customer Relations, Problem Solving, Interviewing, Public Speaking
Education
University of Louisville 1960 — 1962
Business
Laura Broggi's FSC Securities Experience 2006 - 2007
Job Underwriting Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2009 - Present
FSC Securities 2006 - 2007
The Dempsey Companies September 2000 - September 2006
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Underwriting, Insurance, Fixed Annuities
Education
Georgia State University 1972 — 1976
BA, Sociology
New York Life Insurance Company November 2009 - Present
FSC Securities 2006 - 2007
The Dempsey Companies September 2000 - September 2006
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Underwriting, Insurance, Fixed Annuities
Education
Georgia State University 1972 — 1976
BA, Sociology
Greg Klingler's FSC Securities Experience 2005 - 2007
Job Director of Products and Member Services at Governemnt Employee Benefit Association
Industry Financial Services
Experience
Government Employees Benefit Association (GEBA) February 2010 - Present
Independent June 2009 - Present
Agent USA January 2008 - October 2008
Morgan Peabody June 2007 - October 2008
FSC Securities 2005 - 2007
SAIC 2000 - 2003
Skills
Insurance, Leadership, Training, Program Management, Management, Recruiting, Marketing, Investments, Sales, Contract Negotiation, Employee Benefits, Securities
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance and Management Information Systems
Government Employees Benefit Association (GEBA) February 2010 - Present
Independent June 2009 - Present
Agent USA January 2008 - October 2008
Morgan Peabody June 2007 - October 2008
FSC Securities 2005 - 2007
SAIC 2000 - 2003
Skills
Insurance, Leadership, Training, Program Management, Management, Recruiting, Marketing, Investments, Sales, Contract Negotiation, Employee Benefits, Securities
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance and Management Information Systems
Ms. Courtney Whalum's FSC Securities Experience January 2003 - January 2004
Job MAC Team Leader with Black Box Network Services
Industry Information Technology and Services
Experience
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Reed LeFevre's FSC Securities Experience 1987 - Present
Job CFP at FSC Securities
Industry Financial Services
Experience
FSC Securities 1987 - Present
Education
University of Utah 1978 — 1982
Business
College for Financial Planning
Financial Planning and Services
FSC Securities 1987 - Present
Education
University of Utah 1978 — 1982
Business
College for Financial Planning
Financial Planning and Services
Adam Merten's FSC Securities Experience March 2003 - July 2007
Job Business Analyst at Kroger
Industry Information Technology and Services
Experience
Kroger June 2012 - Present
CBTS June 2012 - August 2013
JP Morgan July 2007 - March 2012
FSC Securities March 2003 - July 2007
Skills
Software Project..., Testing, Microsoft Office, Business Analysis, Training & Development, Business Process..., Analytical Approach, Team Leadership, Multitasker, Business Requirements, HTML, Crystal Reports, Oracle SQL, Business Objects, Management, Requirements Gathering, Project Management, Visio, SharePoint, Requirements Analysis, Process Improvement, Access, Data Analysis, User Acceptance Testing, Agile Methodologies, SDLC, Microsoft Excel
Education
Elon University 1998 — 2002
Bachelor of Science, Management Information Systems
Kroger June 2012 - Present
CBTS June 2012 - August 2013
JP Morgan July 2007 - March 2012
FSC Securities March 2003 - July 2007
Skills
Software Project..., Testing, Microsoft Office, Business Analysis, Training & Development, Business Process..., Analytical Approach, Team Leadership, Multitasker, Business Requirements, HTML, Crystal Reports, Oracle SQL, Business Objects, Management, Requirements Gathering, Project Management, Visio, SharePoint, Requirements Analysis, Process Improvement, Access, Data Analysis, User Acceptance Testing, Agile Methodologies, SDLC, Microsoft Excel
Education
Elon University 1998 — 2002
Bachelor of Science, Management Information Systems
Sreenivasa Kondragunta's FSC Securities Experience February 1998 - September 1998
Job Sr. Software Engineer at BullsEye Telecom
Industry Telecommunications
Experience
BullsEye Telecom March 2003 - Present
Visual Service Inc September 1998 - March 2003
FSC Securities February 1998 - September 1998
Maritz Research September 1996 - January 1998
PSI Data Systems April 1994 - September 1996
Skills
Integration, XML, Program Management, Java, CRM, Testing, Software Documentation, Access, JavaScript, Solution Architecture, Software Development, Oracle, Database Design, Application Architecture, C++ Builder, Datastage 8.1, Informix, informix 4gl, .NET, Actuate Report
Education
Bangalore University 1991 — 1994
MCA, Computer Applications
Acharya Nagarjuna University 1988 — 1991
BSc, Electronics
BullsEye Telecom March 2003 - Present
Visual Service Inc September 1998 - March 2003
FSC Securities February 1998 - September 1998
Maritz Research September 1996 - January 1998
PSI Data Systems April 1994 - September 1996
Skills
Integration, XML, Program Management, Java, CRM, Testing, Software Documentation, Access, JavaScript, Solution Architecture, Software Development, Oracle, Database Design, Application Architecture, C++ Builder, Datastage 8.1, Informix, informix 4gl, .NET, Actuate Report
Education
Bangalore University 1991 — 1994
MCA, Computer Applications
Acharya Nagarjuna University 1988 — 1991
BSc, Electronics
Geno Carignan's FSC Securities Experience 2000 - 2004
Job Owner at FitnessEnterprises
Industry Health, Wellness and Fitness
Experience
FitnessEnterprises May 1992 - Present
FSC Securities 2000 - 2004
Skills
Event Management, Fitness Instruction, Strength Training, Strength & Conditioning, Fitness Consulting, Personal Training, Social Media, Strategic Planning, Public Speaking, Marketing Strategy
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (B.S.), Exercise Physiology
FitnessEnterprises May 1992 - Present
FSC Securities 2000 - 2004
Skills
Event Management, Fitness Instruction, Strength Training, Strength & Conditioning, Fitness Consulting, Personal Training, Social Media, Strategic Planning, Public Speaking, Marketing Strategy
Education
University of Rhode Island 1987 — 1990
Bachelor of Science (B.S.), Exercise Physiology
Edmund Cody's FSC Securities Experience June 2006 - April 2012
Job EXPERIENCED FINANCIAL ADVISOR
Industry Financial Services
Experience
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Claudia Guild's FSC Securities Experience 1984 - 1990
Job Regional Vice President, Retirement Plan Sales at Voya Financial
Industry Financial Services
Experience
ING US June 1991 - Present
FSC Securities 1984 - 1990
Education
Georgia State University
BBA, Accounting
ING US June 1991 - Present
FSC Securities 1984 - 1990
Education
Georgia State University
BBA, Accounting
Tricia Sullens's FSC Securities Experience December 2005 - Present
Job Compliance Director at NettWorth Advisor Group
Industry Financial Services
Experience
FSC Securities December 2005 - Present
NettWorth Advisor Group December 2005 - Present
FSC Securities Corporation June 2003 - December 2005
Skills
Project Management, Compliance, Practice Management, Customer Retention, Financial Services, Supervision, Risk Management
Education
University of Florida 1990 — 1995
Bachelor of Science, Elementary Education
Florida Atlantic University 1998 — 2000
Master of Arts, Economics
FSC Securities December 2005 - Present
NettWorth Advisor Group December 2005 - Present
FSC Securities Corporation June 2003 - December 2005
Skills
Project Management, Compliance, Practice Management, Customer Retention, Financial Services, Supervision, Risk Management
Education
University of Florida 1990 — 1995
Bachelor of Science, Elementary Education
Florida Atlantic University 1998 — 2000
Master of Arts, Economics
Alexander Mele's FSC Securities Experience January 2011 - January 2015
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
FSC Securities January 2011 - January 2015
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Equities, Fixed Income, Securities, Series 7, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Series 63
Education
Manhattan College 2006 — 2009
BS, Finance, Management
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
FSC Securities January 2011 - January 2015
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Equities, Fixed Income, Securities, Series 7, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Series 63
Education
Manhattan College 2006 — 2009
BS, Finance, Management
Judith A Hergert's FSC Securities Experience February 2000 - December 2009
Job Main Street Tax Advisors
Industry Financial Services
Experience
Main Street Tax Advisors January 2015 - Present
David E Hamblin, CPA February 2014 - November 2014
Liberty Tax Service January 2012 - January 2014
FSC Securities February 2000 - December 2009
JSC Federal Credit Union September 1990 - October 1999
Skills
Finance, Financial Services, Hedge Funds, Loans, Investments, Microsoft Excel, Bloomberg, Financial Analysis, Wealth Management, Risk Management, Corporate Finance, Financial Modeling, Strategic Financial..., Portfolio Management, Mutual Funds, Banking, Fixed Income, Trading, Retirement Planning, Mortgage Lending, Estate Planning, Tax Preparation, Lacerte, Turbo Tax, Quicken, Customer Service, People Skills, Event Planning, Entertainment, Tax Returns, Listening to customers, Financial Planning, Payroll, Organizational..., QuickBooks, Income Tax, Accounting, Data Entry, Tax, Auditing
Education
San Jacinto College 2012 — 2013
Accounting Technology/Technician and Bookkeeping
College of the Mainland 1988 — 1989
Real Estate
Main Street Tax Advisors January 2015 - Present
David E Hamblin, CPA February 2014 - November 2014
Liberty Tax Service January 2012 - January 2014
FSC Securities February 2000 - December 2009
JSC Federal Credit Union September 1990 - October 1999
Skills
Finance, Financial Services, Hedge Funds, Loans, Investments, Microsoft Excel, Bloomberg, Financial Analysis, Wealth Management, Risk Management, Corporate Finance, Financial Modeling, Strategic Financial..., Portfolio Management, Mutual Funds, Banking, Fixed Income, Trading, Retirement Planning, Mortgage Lending, Estate Planning, Tax Preparation, Lacerte, Turbo Tax, Quicken, Customer Service, People Skills, Event Planning, Entertainment, Tax Returns, Listening to customers, Financial Planning, Payroll, Organizational..., QuickBooks, Income Tax, Accounting, Data Entry, Tax, Auditing
Education
San Jacinto College 2012 — 2013
Accounting Technology/Technician and Bookkeeping
College of the Mainland 1988 — 1989
Real Estate
D. A. Wright's FSC Securities Experience June 2013 - Present
Job Licensed Financial Professional
Industry Financial Services
Experience
FSC Securities June 2013 - Present
E*TRADE Financial June 2007 - September 2012
Skills
Brokerage, Investments, Options, Series 7, Series 63, FINRA, Trading, Equities, Asset Managment, Short Sales, Investors, Electronic Trading, Securities, Brokers, Loss Mitigation, Asset Management, Bonds
Education
Strayer University-Georgia
FSC Securities June 2013 - Present
E*TRADE Financial June 2007 - September 2012
Skills
Brokerage, Investments, Options, Series 7, Series 63, FINRA, Trading, Equities, Asset Managment, Short Sales, Investors, Electronic Trading, Securities, Brokers, Loss Mitigation, Asset Management, Bonds
Education
Strayer University-Georgia
Matthew Zienty's FSC Securities Experience January 2011 - December 2011
Job CoFounder at Parallel Trading Group, Inc
Industry Financial Services
Experience
Parallel Trading Group, Inc January 2012 - Present
FSC Securities January 2011 - December 2011
Householder Group June 2006 - October 2010
AIG Advisor Group October 2002 - June 2006
Deutsche Bank Securities January 2000 - June 2002
Skills
Risk Management, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investment Management, 401k, Trading, FINRA, Insurance, Financial Services, Wealth, IRAs, Hedge Funds, Options, Investments, Series 7
Education
Arizona State University 1992 — 1996
Bachelor of Science (BS), Justice Studies
Parallel Trading Group, Inc January 2012 - Present
FSC Securities January 2011 - December 2011
Householder Group June 2006 - October 2010
AIG Advisor Group October 2002 - June 2006
Deutsche Bank Securities January 2000 - June 2002
Skills
Risk Management, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Investment Management, 401k, Trading, FINRA, Insurance, Financial Services, Wealth, IRAs, Hedge Funds, Options, Investments, Series 7
Education
Arizona State University 1992 — 1996
Bachelor of Science (BS), Justice Studies
Mel (Little) Irvine's FSC Securities Experience March 2005 - November 2006
Job Currently Seeking New Financial Services Opportunities
Industry Financial Services
Experience
LPL Financial June 2007 - September 2014
John Hancock Financial Services December 2006 - May 2007
FSC Securities March 2005 - November 2006
Skills
Microsoft Office, Investments, Mutual Funds, Securities, Financial Services, Series 7, Financial Planning, Equities, Portfolio Management, Legal Compliance, Trade Compliance, Risk Management, Investment Advisory, Series 24, Series 65, Series 63, Scuba Diving, PADI Divemaster, Communication, Writing, Project Planning, Project Management, Positive Work..., Employee Loyalty, Analytical Skills, Organizational..., Leadership, Interpersonal Skills
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (BA), Interdisciplinary Studies with concentration in German Studies, Teaching ESL & Applied Linguistics
LPL Financial June 2007 - September 2014
John Hancock Financial Services December 2006 - May 2007
FSC Securities March 2005 - November 2006
Skills
Microsoft Office, Investments, Mutual Funds, Securities, Financial Services, Series 7, Financial Planning, Equities, Portfolio Management, Legal Compliance, Trade Compliance, Risk Management, Investment Advisory, Series 24, Series 65, Series 63, Scuba Diving, PADI Divemaster, Communication, Writing, Project Planning, Project Management, Positive Work..., Employee Loyalty, Analytical Skills, Organizational..., Leadership, Interpersonal Skills
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (BA), Interdisciplinary Studies with concentration in German Studies, Teaching ESL & Applied Linguistics
Mark Muchowski's FSC Securities Experience January 2010 - Present
Job FSC Securities
Industry Financial Services
Experience
FSC Securities January 2010 - Present
Harbor Financial Group September 2008 - Present
Southtowns Tax January 1998 - Present
Skills
Financial Planning, Insurance, Retirement Planning, Accounting, Portfolio Management, Securities, Strategic Financial..., Estate Tax Planning, Income Tax, Wealth, IRAs, Fixed Annuities, Financial Advisory, Financial Planners, Finance, Estate Planning, Retirement
Education
State University of New York at Buffalo
BS
FSC Securities January 2010 - Present
Harbor Financial Group September 2008 - Present
Southtowns Tax January 1998 - Present
Skills
Financial Planning, Insurance, Retirement Planning, Accounting, Portfolio Management, Securities, Strategic Financial..., Estate Tax Planning, Income Tax, Wealth, IRAs, Fixed Annuities, Financial Advisory, Financial Planners, Finance, Estate Planning, Retirement
Education
State University of New York at Buffalo
BS
Theus Wesley's FSC Securities Experience March 2005 - March 2006
Job Accountant II, Grants & Contracts at Georgia Institute of Technology
Industry Government Administration
Experience
Georgia Institute of Technology March 2014 - Present
Aarons Inc February 2007 - July 2013
FSC Securities March 2005 - March 2006
Leadership Financial February 2003 - October 2005
Waddell & Reed, Inc December 2001 - August 2003
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Word, Customer Service, Leadership, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Business Adminstration
Georgia State University 1996 — 2001
Bachelor of Business Administration, Finance
mount zion high school
Georgia Institute of Technology March 2014 - Present
Aarons Inc February 2007 - July 2013
FSC Securities March 2005 - March 2006
Leadership Financial February 2003 - October 2005
Waddell & Reed, Inc December 2001 - August 2003
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Word, Customer Service, Leadership, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Business Adminstration
Georgia State University 1996 — 2001
Bachelor of Business Administration, Finance
mount zion high school
Najet Palmateer's FSC Securities Experience May 2006 - Present
Job Executive Assistant at FSC Securities
Industry Financial Services
Experience
FSC Securities May 2006 - Present
Skills
FINRA, 401k, Investment Advisory, Financial Services, Investment Strategies, Fixed Annuities, Personal Finance, Portfolio Management, Salesforce.com, PowerPoint, Disability Insurance, Financial Planners, Microsoft Word, Microsoft Excel, Life Insurance, Risk Management, Finance, Microsoft Office, Management
Education
University of Central Florida 1992 — 1994
Bachelor of Arts (B.A.), French Language and Literature
FSC Securities May 2006 - Present
Skills
FINRA, 401k, Investment Advisory, Financial Services, Investment Strategies, Fixed Annuities, Personal Finance, Portfolio Management, Salesforce.com, PowerPoint, Disability Insurance, Financial Planners, Microsoft Word, Microsoft Excel, Life Insurance, Risk Management, Finance, Microsoft Office, Management
Education
University of Central Florida 1992 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Perez Zanders's FSC Securities Experience February 2007 - October 2009
Job Security Account Manager at SecurAmerica
Industry Security and Investigations
Experience
SecurAmerica March 2012 - May 2014
FSC Securities February 2007 - October 2009
United States Marine Corps January 2002 - January 2007
Skills
Risk Management, Private Investigations, Physical Security, Surveillance, Security Management
Education
Strayer University (VA)
SecurAmerica March 2012 - May 2014
FSC Securities February 2007 - October 2009
United States Marine Corps January 2002 - January 2007
Skills
Risk Management, Private Investigations, Physical Security, Surveillance, Security Management
Education
Strayer University (VA)
Edward Pavicic's FSC Securities Experience September 1997 - April 2001
Job Real Estate Developer at Edwards Financial Group LLC
Industry Real Estate
Experience
Edwards Financial Group LLC September 2001 - Present
Financial Resource Center October 2001 - July 2008
FSC Securities September 1997 - April 2001
Skills
Financial Accounting, Real Estate Development, Real Estate Economics, Tax Advisory, Construction Management, Residential Homes, Strategic Financial..., Financial Modeling, Contract Negotiation, Real Estate Financing, Construction, Sales Presentations, Estate Planning, Income Properties, Investment Properties, Securities, Investment Advisory
Education
Institute of Business and Finance 2005 — 2007
Masters of Financial Services, Finance and Financial Management Services
Baldwin-Wallace College 1989 — 1994
Bachelor of Arts (BA), Criminal Justice/Business/Communications
Edwards Financial Group LLC September 2001 - Present
Financial Resource Center October 2001 - July 2008
FSC Securities September 1997 - April 2001
Skills
Financial Accounting, Real Estate Development, Real Estate Economics, Tax Advisory, Construction Management, Residential Homes, Strategic Financial..., Financial Modeling, Contract Negotiation, Real Estate Financing, Construction, Sales Presentations, Estate Planning, Income Properties, Investment Properties, Securities, Investment Advisory
Education
Institute of Business and Finance 2005 — 2007
Masters of Financial Services, Finance and Financial Management Services
Baldwin-Wallace College 1989 — 1994
Bachelor of Arts (BA), Criminal Justice/Business/Communications
Chad Bedell's FSC Securities Experience January 1998 - September 2012
Job Financial Services Represenative
Industry Financial Services
Experience
Aegis Wealth Partners June 2015 - Present
Charter Oak Insurance and Financial Services September 2012 - May 2015
FSC Securities January 1998 - September 2012
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Retirement Planning, Long Term Care Insurance, Investments, Finance, Insurance, Sales, Customer Service, Strategic Planning, Retirement, Securities, Financial Services
Education
Eastern Connecticut State University 1992 — 1994
Aegis Wealth Partners June 2015 - Present
Charter Oak Insurance and Financial Services September 2012 - May 2015
FSC Securities January 1998 - September 2012
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Retirement Planning, Long Term Care Insurance, Investments, Finance, Insurance, Sales, Customer Service, Strategic Planning, Retirement, Securities, Financial Services
Education
Eastern Connecticut State University 1992 — 1994