Gateway Financial Advisors, Inc.
Gateway Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Gateway Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Gateway Financial Advisors, Inc. Salaries. You can even request information on how much does Gateway Financial Advisors, Inc. pay if you want to. Learn about salaries, pros and cons of working for Gateway Financial Advisors, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 Gateway Financial Advisors, Inc. employees in database. Find out everything there's to know about Gateway Financial Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Gateway Financial Advisors, Inc. Employees
Employee
Years
Job
Industry
Steve Doman Steve Doman's Gateway Financial Advisors, Inc. Experience January 2010 - Present
Job VP Operations at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. January 2010 - Present
Woodbury Financial Services 2008 - January 2010
Skills
Business Development, Investments
Education
University of California, Berkeley 1985 — 1988
Bachelor of Arts (B.A.)
Gateway Financial Advisors, Inc. January 2010 - Present
Woodbury Financial Services 2008 - January 2010
Skills
Business Development, Investments
Education
University of California, Berkeley 1985 — 1988
Bachelor of Arts (B.A.)
Myles Yates Myles Yates's Gateway Financial Advisors, Inc. Experience March 2015 - Present
Job Director of Information Technology at Gateway Financial Advisors, Inc. and Founder at Beyond Assist
Industry Information Technology and Services
Experience
Beyond Assist October 2014 - Present
Gateway Financial Advisors, Inc. March 2015 - Present
- Independent January 2012 - October 2014
Newport Advisory June 2011 - September 2014
Western Financial Planning Securities July 2010 - June 2011
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelors, Accounting, 3.4
Beyond Assist October 2014 - Present
Gateway Financial Advisors, Inc. March 2015 - Present
- Independent January 2012 - October 2014
Newport Advisory June 2011 - September 2014
Western Financial Planning Securities July 2010 - June 2011
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelors, Accounting, 3.4
Kevin A. Brown, CLU, ChFC Kevin A. Brown, CLU, ChFC's Gateway Financial Advisors, Inc. Experience May 2013 - Present
Job Protect ★ Accumulate ★ Income ★ Legacy
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Conard J. Mangrum Conard J. Mangrum's Gateway Financial Advisors, Inc. Experience May 2012 - May 2013
Job Manager at Unleashed
Industry Financial Services
Experience
Unleashed September 2013 - Present
Gateway Financial Advisors, Inc. May 2012 - May 2013
Lau Financial Services March 2011 - September 2011
Franklin Templeton Investments February 2006 - February 2009
Wentworth, Hauser and Violich, Investment Counsel March 1998 - May 2002
Callan Associates, Inc. 1996 - 1998
Skills
Retirement, Retirement Planning, Financial Advisory, Wealth Management, Securities, Series 63, Investment Advisory, Alternative Investments, IRAs, Financial Planners, Asset Allocation, Portfolio Management, Financial Planning
Education
California State University, East Bay 2003 — 2005
Master of Business Administration (MBA), Marketing
San Jose State University 1993 — 1997
Bachelor's degree, English Language and Literature, General
Unleashed September 2013 - Present
Gateway Financial Advisors, Inc. May 2012 - May 2013
Lau Financial Services March 2011 - September 2011
Franklin Templeton Investments February 2006 - February 2009
Wentworth, Hauser and Violich, Investment Counsel March 1998 - May 2002
Callan Associates, Inc. 1996 - 1998
Skills
Retirement, Retirement Planning, Financial Advisory, Wealth Management, Securities, Series 63, Investment Advisory, Alternative Investments, IRAs, Financial Planners, Asset Allocation, Portfolio Management, Financial Planning
Education
California State University, East Bay 2003 — 2005
Master of Business Administration (MBA), Marketing
San Jose State University 1993 — 1997
Bachelor's degree, English Language and Literature, General
Steve Goslin Steve Goslin's Gateway Financial Advisors, Inc. Experience February 2013 - Present
Job Investment Adviser Representative, Registered Representative at Gateway Financial Advisors, Inc.
Industry Insurance
Experience
Gateway Financial Advisors, Inc. February 2013 - Present
Metlife June 2008 - January 2013
Goslin Tire Service Inc June 1977 - June 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Small Business, Securities, Tax, Financial Goals, FINRA, Personal Finance, Insurance, Fixed Annuities, Life Insurance, Retirement, Financial Advisory
Education
USC Marshall School of Business 1975 — 1977
MBA, Finance
Cal Poly San Luis Obispo 1971 — 1975
BS, Economics
Gateway Financial Advisors, Inc. February 2013 - Present
Metlife June 2008 - January 2013
Goslin Tire Service Inc June 1977 - June 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Small Business, Securities, Tax, Financial Goals, FINRA, Personal Finance, Insurance, Fixed Annuities, Life Insurance, Retirement, Financial Advisory
Education
USC Marshall School of Business 1975 — 1977
MBA, Finance
Cal Poly San Luis Obispo 1971 — 1975
BS, Economics
Frances Felich Frances Felich's Gateway Financial Advisors, Inc. Experience December 2008 - Present
Job at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. December 2008 - Present
Woodbury Financial Services October 2006 - November 2008
Education
San Jose State University 1959 — 1962
Business Management
Gateway Financial Advisors, Inc. December 2008 - Present
Woodbury Financial Services October 2006 - November 2008
Education
San Jose State University 1959 — 1962
Business Management
Christina Cheung, MWCA, CRM, SPHR, CIC, CORS's Gateway Financial Advisors, Inc. Experience 2009 - 2010
Job I am a Certified WorkerComp Advisor and Risk Manager with expertise in controlling workcomp premium and managing HR
Industry Insurance
Experience
ISU Insurance Services - Cheung & Associates October 1994 - Present
Gateway Financial Advisors, Inc. 2009 - 2010
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Employee Benefits, Human Resources, Claim, Underwriting, Liability, Life Insurance, Brokers, Risk Management, Health Insurance, Leadership, General Insurance, Reinsurance, Professional Liability, Strategic Planning, Legal Liability, Business Development, Training, Financial Risk, Casualty, Commercial Lines, Umbrella Insurance, Fixed Annuities, Term Life Insurance, Management, Employment Practices..., D&O, Health Savings Accounts, Strategy, Disability Insurance, 401k, Benefits Administration, Mergers & Acquisitions, Claims Management, Long-term Care, Retirement, COBRA, Excess, Whole Life
Education
University of California, Santa Cruz
Certificate Program, Supervision and Management
University of California, Berkeley
Certificate, Human Resources Management
San Francisco State University
BA, Biology
ISU Insurance Services - Cheung & Associates October 1994 - Present
Gateway Financial Advisors, Inc. 2009 - 2010
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Employee Benefits, Human Resources, Claim, Underwriting, Liability, Life Insurance, Brokers, Risk Management, Health Insurance, Leadership, General Insurance, Reinsurance, Professional Liability, Strategic Planning, Legal Liability, Business Development, Training, Financial Risk, Casualty, Commercial Lines, Umbrella Insurance, Fixed Annuities, Term Life Insurance, Management, Employment Practices..., D&O, Health Savings Accounts, Strategy, Disability Insurance, 401k, Benefits Administration, Mergers & Acquisitions, Claims Management, Long-term Care, Retirement, COBRA, Excess, Whole Life
Education
University of California, Santa Cruz
Certificate Program, Supervision and Management
University of California, Berkeley
Certificate, Human Resources Management
San Francisco State University
BA, Biology
Michael A. Crafts, CLF, LUTCF Michael A. Crafts, CLF, LUTCF's Gateway Financial Advisors, Inc. Experience April 2010 - August 2011
Job Branch Owner at TWFG Insurance Services
Industry Insurance
Experience
TWFG Insurance Services June 2015 - Present
Michael A. Crafts Insurance February 2001 - Present
Crafts & Associates LLC March 2004 - Present
The Woodlands Financial Group August 2011 - May 2015
Gateway Financial Advisors, Inc. April 2010 - August 2011
Gateway Insurance Group, Inc. April 2010 - August 2011
American National Insurance August 2007 - March 2010
Farmers Insurance Group June 2006 - June 2007
Farmers Insurance Group 2000 - 2006
Farmers Insurance Group of Companies April 1998 - February 2000
Skills
Senior Executive..., Motivation, Business Performance..., Sales Management, Developing People, Marketing Strategy, Business Planning, Securities, Life Insurance, Property and Casualty..., Property & Casualty..., Insurance, Commercial Insurance, Small Business, Fixed Annuities, Leadership, Casualty, Term Life Insurance, Disability Insurance, Umbrella Insurance, Marketing, Strategic Financial..., Brokers, Training, Long Term Care Insurance, Health Insurance, Homeowners, Legal Liability, Financial Planners, Commercial Lines, Liability, Workers Compensation, General Insurance, Whole Life, Retirement Planning, Motorcycle, IRAs, Universal Life, Renters, Retirement, Insurance Brokerage, Accident, Employee Benefits, Health Savings Accounts, Inland Marine, D&O, Critical Illness, 401k, Underwriting, Long-term Care
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Organizational Leadership, 3.98
University of Oregon 1989 — 1990
General Studies, 3.95
TWFG Insurance Services June 2015 - Present
Michael A. Crafts Insurance February 2001 - Present
Crafts & Associates LLC March 2004 - Present
The Woodlands Financial Group August 2011 - May 2015
Gateway Financial Advisors, Inc. April 2010 - August 2011
Gateway Insurance Group, Inc. April 2010 - August 2011
American National Insurance August 2007 - March 2010
Farmers Insurance Group June 2006 - June 2007
Farmers Insurance Group 2000 - 2006
Farmers Insurance Group of Companies April 1998 - February 2000
Skills
Senior Executive..., Motivation, Business Performance..., Sales Management, Developing People, Marketing Strategy, Business Planning, Securities, Life Insurance, Property and Casualty..., Property & Casualty..., Insurance, Commercial Insurance, Small Business, Fixed Annuities, Leadership, Casualty, Term Life Insurance, Disability Insurance, Umbrella Insurance, Marketing, Strategic Financial..., Brokers, Training, Long Term Care Insurance, Health Insurance, Homeowners, Legal Liability, Financial Planners, Commercial Lines, Liability, Workers Compensation, General Insurance, Whole Life, Retirement Planning, Motorcycle, IRAs, Universal Life, Renters, Retirement, Insurance Brokerage, Accident, Employee Benefits, Health Savings Accounts, Inland Marine, D&O, Critical Illness, 401k, Underwriting, Long-term Care
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Organizational Leadership, 3.98
University of Oregon 1989 — 1990
General Studies, 3.95
David Bobrowsky, CFP® David Bobrowsky, CFP®'s Gateway Financial Advisors, Inc. Experience June 2014 - Present
Job Comprehensive Financial Planning and Advice, Founder Bay Area Professionals Give Back Network
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Jose Campos's Gateway Financial Advisors, Inc. Experience January 2014 - Present
Job Gateway Financial Advisors
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. January 2014 - Present
Education
Heald College 2012 — 2014
Associate in Applied Science Degree in Business, Accounting, 4.0
Gateway Financial Advisors, Inc. January 2014 - Present
Education
Heald College 2012 — 2014
Associate in Applied Science Degree in Business, Accounting, 4.0
Erica Kauffman's Gateway Financial Advisors, Inc. Experience August 2012 - Present
Job Executive Assistant for Dennis Zaderaka
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. August 2012 - Present
Skills
Life Insurance, Office Management
Education
Kaplan University 2013 — 2014
West Aurora High School 1998 — 2002
Gateway Financial Advisors, Inc. August 2012 - Present
Skills
Life Insurance, Office Management
Education
Kaplan University 2013 — 2014
West Aurora High School 1998 — 2002
Paul Rikkonen Paul Rikkonen's Gateway Financial Advisors, Inc. Experience June 2011 - December 2012
Job Senior Technical Software Program Manager at NVIDIA
Industry Consumer Electronics
Experience
NVIDIA October 2013 - Present
Palcare February 2012 - Present
Ice Hockey Officials Northern California December 2001 - Present
Gateway Financial Advisors, Inc. June 2011 - December 2012
Rikkonen Financial Services February 2010 - July 2011
Ameriprise Financial Services, Inc. October 2005 - November 2009
Synertek Solutions, Inc. January 2001 - June 2003
Sun Microsystems, Inc. February 1987 - October 2001
Intergraph Corporation 1979 - 1987
Skills
Small Business, Portfolio Management, Retirement Planning, Retirement Income..., Financial Planning, Financial Advisory, Alternative Investments, Insurance Planning, Estate and Tax..., Comprehensive Wealth..., Program Management, Product Development, Engineering Management, Project Planning, Project Management, Team Building, Building Relationships, Systems Engineering, Computer Repair, Electronics Repair, Hardware Development, Strategic Financial..., Retirement, Financial Planners, Wealth Management..., Direct Sales, Sales Presentations, Sales Process, Project Finance, Emotional Intelligence, Conflict Management, Investments, Fixed Annuities, Estate Planning, Financial Services, Start-ups
Education
Northeastern University 1988 — 1992
Bachelor of Science candidate
John C Calhoun State Community College 1985 — 1987
AS
Radio College of Canada 1973 — 1975
EET
NipRock High School 1972 — 1974
Secondary School Graduation
NVIDIA October 2013 - Present
Palcare February 2012 - Present
Ice Hockey Officials Northern California December 2001 - Present
Gateway Financial Advisors, Inc. June 2011 - December 2012
Rikkonen Financial Services February 2010 - July 2011
Ameriprise Financial Services, Inc. October 2005 - November 2009
Synertek Solutions, Inc. January 2001 - June 2003
Sun Microsystems, Inc. February 1987 - October 2001
Intergraph Corporation 1979 - 1987
Skills
Small Business, Portfolio Management, Retirement Planning, Retirement Income..., Financial Planning, Financial Advisory, Alternative Investments, Insurance Planning, Estate and Tax..., Comprehensive Wealth..., Program Management, Product Development, Engineering Management, Project Planning, Project Management, Team Building, Building Relationships, Systems Engineering, Computer Repair, Electronics Repair, Hardware Development, Strategic Financial..., Retirement, Financial Planners, Wealth Management..., Direct Sales, Sales Presentations, Sales Process, Project Finance, Emotional Intelligence, Conflict Management, Investments, Fixed Annuities, Estate Planning, Financial Services, Start-ups
Education
Northeastern University 1988 — 1992
Bachelor of Science candidate
John C Calhoun State Community College 1985 — 1987
AS
Radio College of Canada 1973 — 1975
EET
NipRock High School 1972 — 1974
Secondary School Graduation
Jason Dixon, MBA Jason Dixon, MBA's Gateway Financial Advisors, Inc. Experience March 2013 - December 2013
Job Owner at Outside Insight
Industry Marketing and Advertising
Experience
Outside Insight July 2015 - Present
Gateway Financial Advisors, Inc. March 2013 - December 2013
Colorado Technical University June 2009 - June 2013
First Command Financial Services February 2009 - June 2011
Merrill Lynch February 2008 - February 2009
JPMorgan Chase March 2003 - February 2008
UBS Financial Services December 2002 - March 2003
KB Home March 1998 - December 2002
Centex Homes January 1994 - March 1998
Skills
Investments, Portfolio Management, Finance, Strategy, Marketing Strategy, Mortgage Lending, Retirement, Financial Analysis, Marketing, Management, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1988 — 1993
BBA, Marketing and Economics
Outside Insight July 2015 - Present
Gateway Financial Advisors, Inc. March 2013 - December 2013
Colorado Technical University June 2009 - June 2013
First Command Financial Services February 2009 - June 2011
Merrill Lynch February 2008 - February 2009
JPMorgan Chase March 2003 - February 2008
UBS Financial Services December 2002 - March 2003
KB Home March 1998 - December 2002
Centex Homes January 1994 - March 1998
Skills
Investments, Portfolio Management, Finance, Strategy, Marketing Strategy, Mortgage Lending, Retirement, Financial Analysis, Marketing, Management, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1988 — 1993
BBA, Marketing and Economics
Mike Liu (劉新民)'s Gateway Financial Advisors, Inc. Experience March 2014 - Present
Job Investment Advisor Representative at Gateway Fi
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. March 2014 - Present
MassMutual Silicon Valley November 2008 - March 2014
NHBM USA, Inc. September 2002 - November 2008
Skills
Retirement Planning, Qualified and..., Cash Value Insurance..., Annuities, Investments, Wealth Management, Retirement, Insurance, Risk Management, Mutual Funds, Financial Advisory, Series 63, Finance, Pensions, Wealth Accumulation, Disability Insurance, Long-term Care, Series 65, FINRA, Sales, Defined Benefit, Analysis, Personal Finance, Management
Education
University of Sunderland 1993 — 1996
Master, Business and Economics
Beijing Technology and Business University 1980 — 1987
Master, Economics
Gateway Financial Advisors, Inc. March 2014 - Present
MassMutual Silicon Valley November 2008 - March 2014
NHBM USA, Inc. September 2002 - November 2008
Skills
Retirement Planning, Qualified and..., Cash Value Insurance..., Annuities, Investments, Wealth Management, Retirement, Insurance, Risk Management, Mutual Funds, Financial Advisory, Series 63, Finance, Pensions, Wealth Accumulation, Disability Insurance, Long-term Care, Series 65, FINRA, Sales, Defined Benefit, Analysis, Personal Finance, Management
Education
University of Sunderland 1993 — 1996
Master, Business and Economics
Beijing Technology and Business University 1980 — 1987
Master, Economics
Donna Talley's Gateway Financial Advisors, Inc. Experience February 2014 - Present
Job EVP Recruiting & Transitions at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Kishan Asthana's Gateway Financial Advisors, Inc. Experience May 2013 - Present
Job Financial Advisor, Gateway Financial Advisors
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. May 2013 - Present
PFS, Metlife & Kane Financial Services August 2005 - January 2012
IBM March 1982 - January 2002
Skills
Management, Process Improvement, Program Management, Investments, Project Management, Finance, Product Development, Product Management, Financial Planning, Cross-functional Team..., Leadership, Strategic Planning, Asset Management, Vendor Management, Customer Service, Business Analysis, Strategy, Cloud Computing, Insurance, Integration
Education
University of Oklahoma
MS, Industrial Engineering
Gateway Financial Advisors, Inc. May 2013 - Present
PFS, Metlife & Kane Financial Services August 2005 - January 2012
IBM March 1982 - January 2002
Skills
Management, Process Improvement, Program Management, Investments, Project Management, Finance, Product Development, Product Management, Financial Planning, Cross-functional Team..., Leadership, Strategic Planning, Asset Management, Vendor Management, Customer Service, Business Analysis, Strategy, Cloud Computing, Insurance, Integration
Education
University of Oklahoma
MS, Industrial Engineering
Nicole (Noble) Varick's Gateway Financial Advisors, Inc. Experience February 2014 - Present
Job Executive Assistant/Business Development Associate at Gateway Financial Advisors
Industry Investment Management
Experience
Gateway Financial Advisors, Inc. February 2014 - Present
Cambridge Investment Research, Inc. March 2013 - Present
LPL Financial April 2009 - March 2013
William Bray Benefit Specialist January 2008 - June 2008
Prudential Financial September 2006 - January 2008
AIG 2003 - 2006
Skills
Insurance, Account Management, Training, Microsoft Office, Marketing, Budgets, Customer Service, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Business Planning, Recruiting, Financial Planning, Leadership
Education
Austin Community College 1996 — 1999
Business Administration and Management, General
Gateway Financial Advisors, Inc. February 2014 - Present
Cambridge Investment Research, Inc. March 2013 - Present
LPL Financial April 2009 - March 2013
William Bray Benefit Specialist January 2008 - June 2008
Prudential Financial September 2006 - January 2008
AIG 2003 - 2006
Skills
Insurance, Account Management, Training, Microsoft Office, Marketing, Budgets, Customer Service, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Business Planning, Recruiting, Financial Planning, Leadership
Education
Austin Community College 1996 — 1999
Business Administration and Management, General
Debbie Sibert's Gateway Financial Advisors, Inc. Experience January 2005 - Present
Job Owner at Deborah Sibert, CPA,Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. January 2005 - Present
Deborah Sibert, CPA,Inc. January 1996 - Present
J Daniel & Company, Inc. July 1990 - December 1995
Education
Miami University 1980 — 1984
Bachelor of Science (B.S.), Accounting
Gateway Financial Advisors, Inc. January 2005 - Present
Deborah Sibert, CPA,Inc. January 1996 - Present
J Daniel & Company, Inc. July 1990 - December 1995
Education
Miami University 1980 — 1984
Bachelor of Science (B.S.), Accounting
Arthur Rossetti's Gateway Financial Advisors, Inc. Experience Registered RepresentativeCambridge Investment Research, Inc.2011 - Present
Job Registered Representative at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. Registered RepresentativeCambridge Investment Research, Inc.2011 - Present
Gateway Financial Advisors, Inc. March 1976 - Present
Education
Cal State Stanislaus 1991 — 1994
Bachelor of Science (BSc), Counseling Psychology
California State University-East Bay 1968 — 1970
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Gateway Financial Advisors, Inc. Registered RepresentativeCambridge Investment Research, Inc.2011 - Present
Gateway Financial Advisors, Inc. March 1976 - Present
Education
Cal State Stanislaus 1991 — 1994
Bachelor of Science (BSc), Counseling Psychology
California State University-East Bay 1968 — 1970
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies