Global Financial Private Capital, LLC
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Global Financial Private Capital, LLC Employees
Ear Research Foundation December 2012 - Present
Ear Research Foundation January 2004 - Present
Global Financial Private Capital, LLC December 1991 - Present
Skills
Wealth Management, Asset Allocation, Portfolio Management, Public Speaking, Negotiation, Asset Managment, Strategic Financial..., Personal CFO, High Net Worth..., Retirement Planning, Financial Advisory, Investments, Investment Strategies, Asset Management, Retirement, Finance, Financial Planners, Financial Services, Securities, Strategy, Wealth, Private Equity, Wealth Accumulation, Estate Planning, Investment Advisory, 401k Rollovers, 401k, IRAs, ETFs, Wealth Management..., Certified Financial..., Personal Finance, Investment Management, Financial Planning
Education
University of Florida - Warrington College Of Business 1985 — 1989
BSBA, Finance, Actuarial Science
Global Financial Private Capital, LLC January 2014 - Present
Authentic Voicework January 2006 - Present
Kelly Services June 2013 - December 2013
Arts & Cultural Alliance of Sarasota County June 2012 - December 2013
The Resonance Project 2008 - 2013
Independent Contractor December 2001 - August 2012
VIDA, LLC October 1994 - May 2002
Bloomington Hospital, Educational Services August 1999 - April 2001
Kelly Services January 1999 - August 1999
Skills
Music, Teaching, Special Events..., Community Outreach, Voice Therapy, Voice Lessons, Event Planning, Performing Arts, Expressive Arts..., Healing Arts, Proposal Writing, Corporate Events, Marketing Communications, Vocalist, Music Soundtracks, Studio Vocalist, Music Arrangement, Editing, Social Media
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Arts (B.A.), Expressive Arts Therapies
Edgar Cayce/Reilly School of Massotherapy 2001 — 2001
Certificate, Massage Therapy/Therapeutic Massage
CoreRx, Inc. July 2015 - Present
Data Age Business Systems Inc. January 2015 - July 2015
Data Age Business Systems Inc. September 2013 - January 2015
Global Financial Private Capital, LLC January 2011 - September 2012
Thomas Bute and Associates April 2009 - October 2011
Akron Public Schools December 2009 - May 2011
United Way of Summit County January 2009 - May 2009
The Nervous Dog Coffee Shop October 2006 - January 2009
Skills
•Conversational..., Press Releases, Public Relations, Public Speaking, Spanish, Teaching, Publications, Fundraising, Event Planning, Nonprofits, Community Outreach, Newsletters, Editing, Grant Writing, Media Relations, Social Media, Volunteer Management, Event Management, Program Development, Community Development, Marketing Communications, Copy Editing, Speech Writing, Eblasts, Marketing Copy, Leadership, Marketing
Education
The University of Akron 2010 — 2011
Not complete Graduate school, Special Education and Teaching
The University of Akron 2004 — 2007
Bachelor of Arts, Business and Organizational Communication; Public Relations
Boyd Insurance & Investment Services January 2014 - Present
Global Financial Private Capital, LLC March 2013 - December 2013
Global Financial Private Capital, LLC July 2011 - December 2013
Global Financial Private Capital, LLC September 2010 - December 2013
RMC Property Group 2010 - 2010
Skills
Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Financial Services, Retirement, Financial Planners, Wealth Management, Mutual Funds, 401k Rollovers, Financial Planning, Securities, Employee Benefits, Financial Advisory, Employee Benefits Design
Education
The American College 2014 — 2015
Charted Financial Consultant (ChFC) Program, Financial Services
Self Study 2013 — 2014
University of South Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Global Financial Private Capital, LLC June 2015 - Present
Global Financial Private Capital, LLC February 2014 - June 2015
Wells Fargo Advisors April 2012 - October 2013
Skills
Financial Services, Leadership, Customer Service, Financial Advisory, Mutual Funds, Series 65, Financial Planning, Asset Management, Microsoft Excel, Communication, Managed Money, CRPC, Process Improvement, NetSuite
Education
College for Financial Planning 2015 — 2017
Master of Science in Personal Financial Planning
Mansfield University of Pennsylvania 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Corning Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Global Financial Private Capital, LLC April 2015 - Present
Sterling National Financial Group 2011 - Present
National Life Group April 1995 - Present
May Financial & Insurance Services 1992 - Present
LSW 1992 - Present
Cetera Advisor Networks LLC 2004 - 2014
Skills
Retirement Planning, Investments, Retirement Savings, Roth IRA, 403 b, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory, Retirement, Fixed Annuities
Education
Oregon State University
Bachelor of Science (B.S.), Business - Finance
TriNet August 2015 - Present
Global Financial Private Capital, LLC December 2014 - August 2015
Global Financial Private Capital, LLC August 2014 - April 2015
PayServ Systems July 2013 - June 2014
Grainger 2012 - 2013
Skills
Stock Trading, Financial Analysis, Financial Markets, Financial Mgmt, Strategic Partnerships, Building Relationships, Classical Ballet, Dance, Banking, Legal Assistance, Cold Calling, Sales Operations, Sales, Sales Presentations, Account Management, Solution Selling, Social Media, Time Management, B2B, Outside Sales, Customer Retention, Consultative Sales...
Education
Northern Illinois University 2008 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Kishwaukee College 2005 — 2007
Associate of Arts and Sciences (AAS), General Studies
Sandy Morris Financial, Inc. December 2010 - Present
Global Financial Private Capital, LLC December 2010 - Present
USA Tax & Insurance Services, Inc. April 2003 - February 2010
Skills
Investments, Retirement Planning, Fixed Annuities, IRAs, Estate Planning, Retirement, Financial Advisory, Investment Advisory, Wealth Management, Financial Planners, Wealth Accumulation, Wealth Management..., Investment Strategies, Mutual Funds, Asset Allocation, Financial Planning
Education
University of South Carolina-Columbia 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Boyd Insurance & Investment Services January 2013 - Present
Global Financial Private Capital, LLC March 2011 - December 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., New Business Development, Legal Liability, Strategic Financial..., Finance, Underwriting, Investments, Financial Planners, Customer Service, Sales
Education
Florida State University 2006 — 2010
Bachelor's of Science, Risk Management & Insurance
Florida State University - College of Business
American National Bank & Trust November 2012 - Present
Global Financial Private Capital, LLC September 2011 - November 2012
Salge Financial January 2010 - November 2012
Financial Safari Radio Show - KLIF 570am June 2012 - September 2012
First United Bank May 2005 - December 2009
Farmers and Merchants State Bank June 2002 - May 2005
CIGNA Group Insurance July 1987 - May 2002
Skills
Asset Management, Investments, Asset, Portfolio Management, Strategic Financial..., Financial Analysis, IRA Distribuition..., Business Development, Customer Relations, Contract Negotiation, Market Research, National Accounts, Agency Management..., Team Building, Presentations, Product Introduction, Profit and Loss, Asset Managment, Finance, Insurance, IRAs, Underwriting, Financial Services, Customer Service, Banking, Estate Planning
Education
Texas Christian University - M.J. Neeley School of Business 1983 — 1987
BBA, Finance
CERTIFIED FINANCIAL PLANNER™
Global Financial Private Capital, LLC February 2014 - Present
GF Investment Services, LLC August 2013 - Present
Divorce Financial Planning LLC May 2011 - Present
Tampa Bay Collaborative Divorce Group May 2011 - Present
Next Generation Divorce f/k/a Tampa Bay Collaborative Divorce Institute August 2010 - Present
Tampa Orlando Pinellas Jewish foundation 2010 - Present
Beth Kokol Arts LLC 2010 - Present
Tampa Bay Estate Planning Council July 2009 - Present
Platinum Wealth Partners Inc May 2011 - February 2014
Divorce Planning + Financial Strategies October 2009 - May 2011
Skills
Divorce Planning, Financial Planning, Asset Management, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Negotiation, Strategic Planning, Trusts, Risk Management, Wealth Transfer, Strategic Financial..., Asset Managment, Wealth, Collaborative Divorce, Collaborative Law, Retirement Planning, Mediation, Insurance, Retirement, Banking, Financial Services, Financial Advisory, High Net Worth..., Investment Strategies, Series 7, Financial Planners, Securities, Wealth Management..., Finance, IRAs, Fixed Annuities, Personal Finance, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, 401k, Investment Management, Wealth Accumulation, Series 65, Long-term Care, Uniform Combined State..., Pensions, 401k Rollovers, FINRA, Trust Services
Education
Earned AEP® designation from the National Association of Estate Planning Councils 2010 — 2010
AEP®, Accredited Estate Planner designation
University of South Florida 2010 — 2010
Certified Mediator, Florida Supreme Court, Family Law, Mediation- familynlaw
Institute for Divorce Financial Analysts 2009 — 2009
CDFA, Certified Divorce Financial Analyst designation, Financial Planning and Services
Earned CFP® certification from the Board of Standards 1996 — 1998
CFP, CFP Professional Education Program
University of Miami - School of Business 1988 — 1990
MBA, Finance and Financial Management Services
Colgate University 1979 — 1983
BA, Philosophy & Religion
Global Financial Private Capital, LLC March 2012 - Present
Hanna Pavement Services, Inc. March 2006 - March 2009
Skills
Estate Planning, Wealth Management, Fixed Annuities, Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Portfolio Management, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Accumulation, Investment Strategies, Financial Planners, IRAs, Securities, Wealth, Investment Management, Life Insurance, Series 7, Wealth Management..., 401k, Alternative Investments, Insurance, Asset Management, High Net Worth..., Financial Planning
Education
Southern New Hampshire University 2008 — 2011
Bachelor of Science (BS), Economics & Finance
Global Financial Private Capital, LLC June 2014 - Present
Hyatt Place Denver Cherry Creek September 2013 - May 2014
Unisyn Medical Technologies October 2010 - July 2013
Coors Credit Union 2009 - 2009
Skills
Hospitality Management, Microsoft Office, Problem Solving, Team Building, Administration, Strategic Planning, Customer Relations, Research, Customer Service, System Administration, Management, Process Improvement, Vendor Relationships, Accounts Payable, Human Resources, Payroll, Inventory Management, Accounts Receivable, Budgets, Customer Satisfaction
Education
Metropolitan State University of Denver 2009 — 2014
Hospitality Management, Hospitality Management - Emphasis in Hotel and Restaurant
Metropolitan State University of Denver 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Cox Advisors, LLC February 2013 - Present
Global Financial Private Capital, LLC April 2013 - February 2015
The Wealth Management Group January 2008 - February 2011
MBA Commericial Real Estate March 2005 - February 2008
Arizona Floral Exchange Inc. January 1998 - January 2008
Skills
Retirement Planning, Risk Management, Long Term Care Insurance, Investment Advisory, Financial Analysis, Life Insurance, Strategic Financial..., Insurance, Retirement, Wealth Management, Mutual Funds, IRAs, Fixed Annuities, Finance, Financial Advisory, Financial Planners, Wealth Accumulation, Securities, Investments, Asset Allocation, Investment Strategies, Estate Planning, Financial Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning
Chandler/Gilbert Community College
Arizona Western College
Chandler High School 1992 — 1996
Global Financial Private Capital, LLC August 2014 - Present
Robin-Hood Forex November 2013 - August 2014
Skills
Public Speaking, Financial Analysis, Portfolio Management, Social Media Marketing, Strategic Planning, Start-ups, Wealth Management, Small Business..., Marketing, Leadership, Customer Service, Microsoft Office, Teaching, Time Management, Team Building, Event Planning, Marketing Strategy, Sales, Digital Strategy
Education
Missouri Baptist University 2011 — 2013
Associate of Arts and Sciences (A.A.), Accounting and Finance
Global Financial Private Capital, LLC February 2015 - Present
Richter10.2 Media Group November 2009 - February 2015
MGE MANAGEMENT EXPERTS, INC. January 2008 - December 2008
Skills
Digital Media, Social Media, Video Production, New Media, Social Media Marketing, Online Advertising, Entrepreneurship, Video, Digital Marketing, Marketing Strategy, Start-ups, Online Marketing, Management, Finance, Organization, Editing, Email Marketing
Education
Florida State University 2012 — 2014
Bachelor of Science (B.S.), Finance, General
St. Petersburg College 2010 — 2012
Associate of Arts (A.A.)
Global Financial Private Capital, LLC September 2012 - Present
Wells Fargo August 2011 - September 2012
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Mutual Funds, Retirement, IRAs, Series 7, Financial Planners, Financial Advisory, Wealth Management..., Estate Planning, Wealth Accumulation, Financial Planning, Investments
Education
The Ohio State University 2006 — 2011
Bachelor of Science (B.S.), Consumer and Family Financial Services
Antarctica Asset Management September 2015 - Present
Global Financial Private Capital, LLC June 2015 - August 2015
Harry's Cafe and Steak September 2013 - November 2013
Mercer Kitchen LLC July 2013 - September 2013
Glaxis Global Partners, Hedge Fund May 2013 - June 2013
Skills
Bloomberg Terminal, Bloomberg Data License, Microsoft Excel, Financial Modeling, Macroeconomics, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Financial Analysis, Sales, NetSuite, Python, Public Speaking, Research, Finance, Portfolio Management, Customer Service
Education
New York University 2013 — 2017
Bachelor of Arts (B.A.), Individualized Study: Trading in Financial Markets
The Out-of-Door Academy 2002 — 2013
High School Diploma, Liberal Arts and Sciences/Liberal Studies, Weighted GPA 3.7
Global Financial Private Capital, LLC April 2014 - Present
Seyller Financial Group, LLC June 2012 - Present
Skills
Wealth Management
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Business Economics and Finance
Global Financial Private Capital, LLC June 2015 - Present
Tervis September 2012 - May 2015
Source Interlink Companies May 2009 - August 2012
Pelican's Nest Golf Club, Inc. December 2007 - December 2008
Skills
Analysis, Forecasting, Microsoft Excel, CRM, Market Research, Accounts Receivable, Marketing Strategy, Negotiation, Business Objects, Excel, Reporting & Analysis, Business Mapping, MapPoint, Jonas, Oracle E-Business Suite, Oracle Reports
Education
Florida Gulf Coast University 2003 — 2007
Bachelors - Finance, Minor - Economics, Banking, Corporate, Finance, and Securities Law
Global Financial Private Capital, LLC July 2014 - Present
HSN March 2013 - July 2014
Raymond James & Associates, Inc July 2008 - February 2013
Masonite June 2007 - July 2008
United States Marine Corps July 1988 - December 2005
Skills
SSIS, T-SQL, SQL, C#, VB.NET, Microsoft SQL Server, Java, SSRS, DB2, XML, Agile Methodologies, Requirements Analysis, SDLC, HTML, Integration, .NET, Software Development, Access, Requirements Gathering, Visio, ASP.NET, Enterprise Architecture, Scrum, Visual Basic, IIS, Web Services, Business Analysis, JavaScript, Software Project..., C++, Visual Studio, Databases, Agile Project Management, SOA, Systems Analysis, Web Applications, ASP, ASP.NET MVC, Database Design, PL/SQL, Stored Procedures, Testing
Education
University of Sioux Falls 2000 — 2005
Bachelor of Science (BS), Computer Science
Global Financial Private Capital, LLC January 2015 - Present
Aviance Capital Management, LLC June 2012 - Present
Aviance Capital Management February 2012 - June 2012
Skills
Customer Service, Administrative..., Microsoft Excel, Outlook, Microsoft Office, Office Management, Microsoft Word, PowerPoint, Event Planning, Data Entry, Time Management, Teamwork, Research, Administration, Telephone Skills, Management
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2007
Bachelor of Science (B.S.), Sociology
American University 2004 — 2005
Global Financial Private Capital, LLC July 2011 - Present
Mercurio Wealth Advisors January 2010 - Present
Mercurio & Associates Inc April 1990 - Present
USA Tax Advisors February 2005 - June 2008
KY Financial Group 1998 - 1999
WMA Securities 1997 - 1998
WMA Securities 1997 - 1998
Skills
Asset Management, Estate Planning, Finance, Financial Advisory, Insurance, Investments, Leadership, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Employee Benefits, Financial Planners, Financial Planning, Fixed Annuities, IRAs, Insurance Planning, Investment Advisory, Retirement, Training, Wealth Management
Education
Sullivan University 1980 — 1982
architectural design
Global Financial Private Capital, LLC July 2010 - April 2014
Advantage Trim & Lumber September 2008 - September 2009
Skills
Financial Analysis, Strategic Financial..., GAAP, Financial Planners, General Ledger, Internal Controls, Account Reconciliation, US GAAP, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Variance Analysis, SEC filings, Fixed Assets, Accruals, Financial Accounting, Consolidation, Accounting, CPA, Auditing, Financial Planning
Education
University of South Florida 2008 — 2013
Master's degree, Accounting
BNP Paribas July 2015 - Present
GE Capital July 2014 - July 2015
GE Capital July 2013 - July 2014
GE Capital June 2012 - June 2013
Global Financial Private Capital, LLC May 2011 - August 2011
Northwestern Mutual May 2010 - April 2011
Bank of America Merrill Lynch May 2008 - August 2009
Skills
Risk Management, Finance, Microsoft Office, Analysis, Credit Risk, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Risk, Mutual Funds, Due Diligence, Investments, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Underwriting, Credit Analysis, Data Analysis, Bloomberg, Operational Risk, Enterprise Risk..., Communication Skills, Commercial Lending, Financial Sponsors, Microsoft Word, Business Valuation, Valuation, DCF Valuation
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Global Financial Private Capital, LLC April 2011 - Present
Angie Brewer & Associates October 2009 - July 2010
Franklin Templeton Investments June 2008 - October 2009
Wachovia, A Wells Fargo Company May 2007 - June 2008
Skills
Analysis, Business Analysis, Project Management
Education
CFA Candidate - Level II
University of Florida
Bachelor of Arts, Economics
HUB International January 2015 - Present
Veredus March 2013 - November 2014
Global Financial Private Capital, LLC April 2011 - November 2012
Hayden Family Practice May 2009 - May 2010
Northwestern Mutual May 2009 - January 2010
Skills
Insurance, Finance, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Asset Managment, Temporary Placement, Technical Recruiting, Talent Acquisition, Marketing, Conducting Interviews, Permanent Placement, Microsoft Office, Qualifying Candidates, Asset Management, Customer Service, Management, Recruiting, Interviews, Information Technology
Education
Southern Methodist University 2006 — 2010
B.A., Environmental Studies and Public Policy
Global Financial Private Capital, LLC April 2014 - Present
Raymond James 2011 - March 2014
Raymond James Financial 2006 - 2011
Raymond James Financial Inc. 1999 - 2006
Raymond James Financial Inc. 1994 - 1999
Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems
Education
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors
Global Financial Private Capital, LLC 1997 - Present
Prudential Insurance 1987 - 1997
Skills
Financial Planning, Asset Management, Fixed Income, Wealth, Estate Planning, Wealth Management, Mutual Funds, Financial Planners, High Net Worth..., Investment Management, Portfolio Management, Wealth Management..., Strategic Financial..., Investments, Insurance, Bonds, Retirement Planning, Asset Allocation
Education
Washington University in St. Louis 1979 — 1983
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance, Economics
Lincoln Financial Securities Corporation May 2015 - Present
Strategic Tax & Retirement Wealth Strategies January 2007 - Present
Global Financial Private Capital, LLC April 2010 - May 2015
Jefferson Pilot Financial March 2003 - September 2009
Allmerica Financial, Inc. January 1999 - March 2003
Skills
Retirement Planning, Retirement, IRAs, Wealth Management, Estate Planning, Fixed Annuities, Asset Allocation, Strategic Financial..., Series 7, Life Insurance, Investments, Securities, Investment Advisory, Insurance, Financial Planners, Financial Advisory, 401k, Asset Management, Investment Strategies, Wealth Management..., Term Life Insurance, Series 63, Portfolio Management, Universal Life, Small Business, Retirement Plan..., Wealth Accumulation, ETFs, Variable Annuities, Mortgage Lending, Series 65, Employee Benefits, Pensions, Whole Life, Asset, High Net Worth..., Alternative Investments, Profit Sharing, Wealth, 401k Rollovers, Roth IRA, Qualified Retirement..., Mutual Funds, Series 6, Financial Services, Series 24, Financial Planning
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Horter Investment Management, LLC May 2015 - Present
Wiitala Financial Services September 2013 - Present
Global Financial Private Capital, LLC August 2013 - April 2015
Creative Wealth Financial Group Inc. October 2011 - August 2013
Wiitala Financial Services September 2008 - December 2009
Federal Financial Group LLC January 2009 - October 2009
Skills
Business Planning, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, Annuities, Fixed Annuities, Retirement, Long-term Care
Education
Michigan State University 1988 — 1991
Bachelor of Science (BS), Electrical Engineering
Northern Michigan University
Global Financial Private Capital, LLC December 2013 - Present
PNC Wealth Management September 2004 - December 2013
Logical Solutions Consulting 1999 - 2004
2000Logistics/WorldSpy 1999 - 2000
TPR Enterprises 1990 - 1991
Skills
Management, Sales, Business Development, New Business Development, Training, Banking, B2B, Portfolio Management, Business Planning, Human Resources, PowerPoint, Credit, Accounting, Customer Service, Insurance, Asset Management, Finance, Investments
Education
Iona College 1980 — 1984
B.A., Psychology
Mamaroneck High School
Global Financial Private Capital, LLC May 2013 - Present
Raymond James March 2007 - May 2013
Raymond James Financial Inc. January 2005 - March 2007
Raymond James Financial Inc. January 2003 - January 2005
Raymond James Financial Inc. November 1994 - January 2003
Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24
Education
University of South Florida 1998 — 2003
Bachelors, Business Management
J. Dale Thompson, Inc. January 2015 - Present
PsyCare Human Services 1991 - Present
Global Financial Private Capital, LLC November 2013 - January 2015
Skills
Team Building, Public Speaking, Management, Coaching, Community Outreach, Strategic Planning, Leadership, Securities, Customer Service, Estate Planning, Program Development, Leadership Development, Investments, Investment Strategies, Finance, Nonprofits, Asset Management, Budgets, Fundraising, Organizational..., Program Management, Personnel Management, Consulting
Education
Nova Southeastern University
Master's Degree, Counseling Psychology
University of Florida
Bachelor's Degree, Marketing
Global Financial Private Capital, LLC June 2013 - Present
Skills
Asset Allocation, Retirement Planning, Wealth Management, Series 7, Securities, Finance, Investment Strategies, Portfolio Management, IRAs, Investments, Strategic Financial..., Wealth Management..., Life Insurance, Retirement, Series 65, Equities, Series 63, Fixed Income, Variable Annuities, Trust Services, 401k Rollovers, 529 Plans, Investment Management, ETFs, Separately Managed..., Investment Advisory, High Net Worth..., Unit Investment Trusts, SEP IRA
Education
Lake Forest College 1985 — 1989
Bachelor of Arts (BA), Art History, Comparative World Literature
The Governor's Academy 1982 — 1985
High School Diploma
Shore Country Day School
Global Financial Private Capital, LLC July 2011 - Present
Skills
Investments, Leadership, Series 7, Marketing Strategy, Retirement Planning, Strategic Planning, Wealth Management, Financial Planning, Team Building, Strategic Financial..., Customer Service
Education
Northern Illinois University
Economics
Global Financial Private Capital, LLC August 2013 - April 2014
Capgemini August 2010 - September 2013
Macy's April 2009 - September 2011
Creative World School July 2006 - August 2008
Manpower June 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service
Education
University of Phoenix 2005 — 2011
Bachelor of Science (BS), Accounting and Finance
Global Financial Private Capital, LLC May 2014 - Present
Jackson Hewitt Tax Service Inc. December 2012 - March 2014
Pittsburgh Pirates March 2010 - August 2013
Education
State College of Florida-Manatee-Sarasota 2009 — 2014