Genworth Financial Investment Services
Industry: Company
DescriptionParent organizations: Genworth Financial, Cetera Financial Group Subsidiary: Genworth Financial Planning Corp
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Genworth Financial Investment Services Employees
Employee
Years
Job
Industry
John Hamel II John Hamel II's Genworth Financial Investment Services Experience October 2000 - April 2007
Job CCO/Analyst at CPFA LLC
Industry Financial Services
Experience
CPFA LLC May 2007 - Present
Genworth Financial Investment Services October 2000 - April 2007
Marcus & Millichap 1997 - 1999
Skills
Mutual Funds, Securities, Wealth Management, Investments, Asset Management, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Retirement, Investment Translation, RIA Infrastructure, RIA Compliance, Tactical Rebalancing...
Education
California State University-San Bernardino - College of Business and Public Administration 1997 — 1999
BA, Finance
Sequim
Auburn
Walla Walla
CPFA LLC May 2007 - Present
Genworth Financial Investment Services October 2000 - April 2007
Marcus & Millichap 1997 - 1999
Skills
Mutual Funds, Securities, Wealth Management, Investments, Asset Management, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Retirement, Investment Translation, RIA Infrastructure, RIA Compliance, Tactical Rebalancing...
Education
California State University-San Bernardino - College of Business and Public Administration 1997 — 1999
BA, Finance
Sequim
Auburn
Walla Walla
Larry McDonald Larry McDonald's Genworth Financial Investment Services Experience August 2011 - May 2012
Job Engineer/Producer
Industry Entertainment
Experience
Chicago Partnership for Health Promotion at University of Illinois at Chicago August 2014 - Present
Sounfx Studios February 2010 - Present
Aunt Martha's Youth Service Center May 2010 - June 2012
Genworth Financial Investment Services August 2011 - May 2012
Dr. Howard Elementary October 2009 - February 2010
Turner Construction June 2004 - August 2004
Skills
Excel, Salesforce.com, CRM software, CPI certification, Non-profits, Program Development, Public Speaking, Event Planning, Research, Teaching, Community Outreach, Volunteer Management, Customer Service, Coaching, Grant Writing, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Editing, Strategic Planning, Data Analysis, Outlook, Management, Nonprofits
Education
University of Illinois at Urbana-Champaign 2004 — 2009
Bachelor of Arts (B.A.), Sociology
Morgan Park 2000 — 2004
Chicago Partnership for Health Promotion at University of Illinois at Chicago August 2014 - Present
Sounfx Studios February 2010 - Present
Aunt Martha's Youth Service Center May 2010 - June 2012
Genworth Financial Investment Services August 2011 - May 2012
Dr. Howard Elementary October 2009 - February 2010
Turner Construction June 2004 - August 2004
Skills
Excel, Salesforce.com, CRM software, CPI certification, Non-profits, Program Development, Public Speaking, Event Planning, Research, Teaching, Community Outreach, Volunteer Management, Customer Service, Coaching, Grant Writing, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Editing, Strategic Planning, Data Analysis, Outlook, Management, Nonprofits
Education
University of Illinois at Urbana-Champaign 2004 — 2009
Bachelor of Arts (B.A.), Sociology
Morgan Park 2000 — 2004
Angelica Vasquez Angelica Vasquez's Genworth Financial Investment Services Experience July 2012 - August 2012
Job Goal Oriented, Accounting Student at Purdue University
Industry Accounting
Experience
Power Construction May 2014 - August 2014
Victoria's Secret June 2013 - January 2014
Genworth Financial Investment Services July 2012 - August 2012
Cary Basketball Association 2008 - 2010
Skills
Interpersonal Skills, Communication skills, Organization Skills, Strong Work Ethic, Timelines, CMiC, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Purdue University - Krannert School of Management 2012 — 2016
Accounting/ Management
Cary-Grove High School 2008 — 2012
Power Construction May 2014 - August 2014
Victoria's Secret June 2013 - January 2014
Genworth Financial Investment Services July 2012 - August 2012
Cary Basketball Association 2008 - 2010
Skills
Interpersonal Skills, Communication skills, Organization Skills, Strong Work Ethic, Timelines, CMiC, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Purdue University - Krannert School of Management 2012 — 2016
Accounting/ Management
Cary-Grove High School 2008 — 2012
Dina Zolnierczyk Dina Zolnierczyk's Genworth Financial Investment Services Experience October 2005 - August 2010
Job Recruiting Professional
Industry Staffing and Recruiting
Experience
Fellows Staffing June 2014 - Present
The Federal Savings Bank June 2012 - June 2014
AppleOne Employment Services September 2010 - June 2012
Genworth Financial Investment Services October 2005 - August 2010
Kirk Corporation (Southgate Manor Rental Townhomes) February 2001 - August 2003
Randstad Staffing Service April 2000 - February 2001
Prudential Resource Management June 1999 - April 2000
RELCON Apartment Finders March 1993 - June 1999
Skills
Customer Relations, New Business Development, Customer Service, Problem Solving, Account Management, Recruiting, Rental Management, Real Estate, Temporary Staffing, Applicant Tracking..., Talent Acquisition, Cold Calling, College Recruiting, Staffing Services, Contract Recruitment, Permanent Placement, Executive Search, Job Fairs
Education
DeVry University
Bachelor of Science General Business
Fellows Staffing June 2014 - Present
The Federal Savings Bank June 2012 - June 2014
AppleOne Employment Services September 2010 - June 2012
Genworth Financial Investment Services October 2005 - August 2010
Kirk Corporation (Southgate Manor Rental Townhomes) February 2001 - August 2003
Randstad Staffing Service April 2000 - February 2001
Prudential Resource Management June 1999 - April 2000
RELCON Apartment Finders March 1993 - June 1999
Skills
Customer Relations, New Business Development, Customer Service, Problem Solving, Account Management, Recruiting, Rental Management, Real Estate, Temporary Staffing, Applicant Tracking..., Talent Acquisition, Cold Calling, College Recruiting, Staffing Services, Contract Recruitment, Permanent Placement, Executive Search, Job Fairs
Education
DeVry University
Bachelor of Science General Business
James W. Shay James W. Shay's Genworth Financial Investment Services Experience January 2012 - July 2012
Job Securities Industry Professional
Industry Financial Services
Experience
Cetera Financial Group April 2012 - September 2014
Genworth Financial Investment Services January 2012 - July 2012
Genworth Financial December 2006 - December 2011
A.G. Edwards & Sons, Inc. September 1997 - December 2006
Education
Saint Louis University School of Law 1995 — 1998
J.D., Law
The University of Texas at Austin 1987 — 1988
BS, Communications
University of Iowa 1983 — 1985
Cetera Financial Group April 2012 - September 2014
Genworth Financial Investment Services January 2012 - July 2012
Genworth Financial December 2006 - December 2011
A.G. Edwards & Sons, Inc. September 1997 - December 2006
Education
Saint Louis University School of Law 1995 — 1998
J.D., Law
The University of Texas at Austin 1987 — 1988
BS, Communications
University of Iowa 1983 — 1985
Jon Rothenberg Jon Rothenberg's Genworth Financial Investment Services Experience June 2008 - December 2012
Job Director, Operations at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2012 - Present
Genworth Financial Investment Services June 2008 - December 2012
Genworth Financial Investment Services April 2005 - June 2008
GE Capital May 2003 - April 2005
GE Capital June 2001 - April 2003
GE Capital December 1999 - June 2001
Citicorp Investment Services December 1998 - December 1999
Merrill Lynch March 1995 - December 1998
McBee Systems September 1992 - March 1995
Skills
Series 7, Mutual Funds
Education
University of Bridgeport 1999 — 2001
MBA, Business Administration
University of Maine 1989 — 1992
Bachelors, Business Administration
Cetera Financial Specialists April 2012 - Present
Genworth Financial Investment Services June 2008 - December 2012
Genworth Financial Investment Services April 2005 - June 2008
GE Capital May 2003 - April 2005
GE Capital June 2001 - April 2003
GE Capital December 1999 - June 2001
Citicorp Investment Services December 1998 - December 1999
Merrill Lynch March 1995 - December 1998
McBee Systems September 1992 - March 1995
Skills
Series 7, Mutual Funds
Education
University of Bridgeport 1999 — 2001
MBA, Business Administration
University of Maine 1989 — 1992
Bachelors, Business Administration
Elayne Banks Elayne Banks's Genworth Financial Investment Services Experience 2008 - Present
Job Manager Adviser Services at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Roland Cisneros Roland Cisneros's Genworth Financial Investment Services Experience July 2008 - May 2012
Job Business Analyst & Reporting Analyst
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Stephen James Associates November 2013 - June 2014
RedLine Staffing Inc. May 2012 - August 2013
Genworth Financial Investment Services July 2008 - May 2012
Charles Schwab March 1995 - January 2008
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase June 2014 - Present
Stephen James Associates November 2013 - June 2014
RedLine Staffing Inc. May 2012 - August 2013
Genworth Financial Investment Services July 2008 - May 2012
Charles Schwab March 1995 - January 2008
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Elice Lee's Genworth Financial Investment Services Experience 2007 - 2009
Job Regional Sales Consultant at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions October 2013 - Present
Genworth Wealth Management September 2009 - September 2013
Genworth Financial Investment Services 2007 - 2009
Skills
Mutual Funds, Asset Allocation, Financial Modeling, Financial Services, Investments, Risk Management, Business Analysis, Business Process..., Investment Strategies, FINRA Licensed
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Marketing
CUNA Mutual Retirement Solutions October 2013 - Present
Genworth Wealth Management September 2009 - September 2013
Genworth Financial Investment Services 2007 - 2009
Skills
Mutual Funds, Asset Allocation, Financial Modeling, Financial Services, Investments, Risk Management, Business Analysis, Business Process..., Investment Strategies, FINRA Licensed
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Marketing
Jeffrey Westendorf's Genworth Financial Investment Services Experience May 2008 - August 2008
Job Senior Financial Analyst at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company December 2013 - Present
Kellogg Company December 2011 - November 2013
The Options Clearing Corporation May 2010 - August 2010
Genworth Financial Investment Services May 2008 - August 2008
Skills
SAP, Outlook, Access, Microsoft Excel, Finance, Risk Management, Analysis, Management, Insurance, Financial Analysis, Process Improvement, Variance Analysis, Portfolio Management, Cross-functional Team...
Education
Illinois State University 2007 — 2011
Bachelors in Science, Finance
Kellogg Company December 2013 - Present
Kellogg Company December 2011 - November 2013
The Options Clearing Corporation May 2010 - August 2010
Genworth Financial Investment Services May 2008 - August 2008
Skills
SAP, Outlook, Access, Microsoft Excel, Finance, Risk Management, Analysis, Management, Insurance, Financial Analysis, Process Improvement, Variance Analysis, Portfolio Management, Cross-functional Team...
Education
Illinois State University 2007 — 2011
Bachelors in Science, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY