Global Financial Services
Address: 2387 Linden Rd, Flint, MI 48532 Phone: (810) 732-8441: : : Category: : Place name: Website: Hours: : : Website: http://www.myglobalfinancial.com/ Category: Financial consultant 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Global Financial Services, L.L.C Posting publicly on the Web Write a review Reviews Be the first to review
Global Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Global Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Global Financial Services Employees
InterSearch Corporate Services, Inc. June 2002 - Present
Banks.com, Inc. February 2002 - July 2012
Global Financial Services May 1999 - May 2002
IMIS 1999 - 2001
Insurance Overload Systems April 1994 - May 1999
Medical Evaluations Specialists, Inc. 1990 - 1993
California State Automobile Association June 1988 - April 1990
Skills
Financial Services, Talent Acquisition, Onboarding, Executive Search, Internet Recruiting, Technical Recruiting, Recruiting, Contract Recruitment, Executive Management, Screening, Banking, Risk Management, Strategic Thinking, Human Resources, Temporary Placement, Consulting, Networking
Education
California State University-Chico 1984 — 1988
BS
Osseo Maple Grove Independent School District 279 October 2013 - Present
Osseo Maple Grove Independant School District 279 2007 - Present
Sirva Relocation 2001 - 2006
Fidelity Residential Solutions 2000 - 2001
North American Title 1998 - 1999
Global Financial Services 1997 - 1998
National Systems Corporation 1996 - 1997
Oak/Leyden Developmental Services 1994 - 1996
Skills
Corporate Relocation, Relocation Services, Loan Officer, Software Trainer, Closing Specialist, Title & Escrow Services, Social Services
Education
Northern Illinois University
Bachelor of Arts (B.A.), Psychology and Sociology
Seton Healthcare Family January 2015 - Present
Texas State University September 2013 - August 2014
Global Financial Aid Services, Inc May 2010 - August 2013
Global Financial Aid Services, Inc. October 2009 - May 2010
Global Financial Services August 2007 - October 2009
Global Financial Aid Services, Inc August 2007 - May 2008
Skills
Team Building, Timely Decision Making, Social Services, Team-oriented, Gerontology, Complaince, Financial Regulation, Microsoft Applications, Training, Policy, Student Financial Aid, Title IV, Highly detail oriented, Oral, Close Attention to..., Interpersonal...
Education
Texas State University 2013 — 2016
Master of Social Work (MSW), Social Work
William Carey University 2011 — 2013
Bachelor of Science (B.S.), Psychology/Gerontology, 3.6
Mississippi Gulf Coast Community College 2009 — 2011
Associate of Arts (A.A.), 3.0
Wossman High School 1997 — 2001
The Ritz-Carlton Hotel Company, L.L.C. November 2014 - Present
The Ritz-Carlton Hotel Company LLC October 2012 - November 2014
Marriott International April 2011 - October 2012
Lucys Cantina Royal 2009 - 2011
Global Financial Services August 2008 - January 2010
Daniels Entertainment Group 2007 - 2010
Skills
Microsoft Office, Public Relations, Marketing Communications, Micros, Social Media, Food & Beverage, Event Planning, Hospitality, Hospitality Management, Hospitality Industry, Event Management, Catering, Restaurants, Hotels, Banquets, Bartending, Hotel Management, Restaurant Management, Food Service, Food Safety, POS, MICROS
Education
New York University 2011 — 2011
Certificate, Restaurant/Food Services Management
Northern Illinois University 2004 — 2008
Bachelor's degree, Communication and Media Studies
PwC December 2014 - Present
Village of Ossining 2011 - Present
EMC Corporation – Corp EMC and Professional Consulting November 2006 - March 2014
EMC, Global Professional Services (formerly BusinessEdge) November 2006 - June 2013
Intersearch Corporate Services June 2005 - October 2006
Oakbrook Solutions Inc February 2002 - June 2005
Global Financial Services 2000 - 2002
Symphoni 1999 - 2000
IMIS 1997 - 1999
Wall Street Unlimited 1995 - 1997
Skills
Talent Acquisition, Management Consulting, Executive Search, Financial Services, Vendor Management, Business Analysis, Change Management, Applicant Tracking..., Consulting, Process Improvement, Internet Recruiting, College Recruiting, Technical Recruiting, Staff Augmentation, Benefits Negotiation, SDLC, Management, Contract Recruitment, Relationship Management, Leadership, Temporary Placement, Recruiting, Strategy, Sourcing, Employee Benefits, Business Development, Banking, Professional Services, CRM, Sales, Executive Management, Business Strategy, Talent Management, Program Management, Training, SaaS, Staffing Services, Onboarding, Interviews, Human Resources, Outsourcing, Screening Resumes, Screening, Search, Enterprise Software, Account Management, Permanent Placement, Information Technology, Resource Management, Employer Branding
Education
Goddard College 1977 — 1978
BA, Communications
Gettysburg College 1974 — 1976
Rivers School 1967 — 1974
HS Diploma
Blackboxx Entertainment April 2013 - Present
Global Financial Services November 2012 - Present
Space and Warfare Systems Center April 2001 - November 2011
Skills
Fantasy Sports..., SAP Implementation (CO,..., Accounting, Business Administration, Overhead Analysis, Cost Management, Labor Analysis, Statistical Data..., Microsoft Excel, Analysis, Managerial Finance, Business Strategy, Financial Reporting, Financial Analysis, Financial Accounting
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Accounting
Summerville High School
Primerica Financial Services 2009 - 2012
Phoenix Partners, LLC August 2007 - April 2008
Callaway Partners December 2005 - December 2006
Capital Markets Consultants August 2004 - April 2005
Global Financial Services November 2003 - January 2004
Dillards dept store January 2003 - October 2003
Capital Markets Consultants January 2002 - June 2002
Advantage Technical Resourcing September 2001 - November 2001
SOS Security August 2000 - June 2001
Securities Brokerage Services October 1999 - July 2000
Skills
Sercurities Operations, Reorganization, Reconciliation, Equities, Financial Analysis, Mutual Funds, Compliance, Accounting, Financial Reporting, Dividends, Dividend Reinvestment, Bankruptcy, Class Actions, Principal & Interest
Education
Long Island University, Brooklyn Campus 1984 — 1989
BS, Accounting
York Castle High School
Global Financial Services March 2015 - Present
Shell Oil Company (Shell Trading) November 2013 - February 2015
Edelman Financial Services March 2013 - November 2013
JP Morgan Chase Legal and Compliance July 2012 - February 2013
FDIC August 2010 - June 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan May 2004 - February 2009
J.P. Morgan May 2002 - May 2004
J.P. Morgan May 1999 - May 2002
Skills
Compliance, AML, USA PATRIOT Act, Bank Secrecy Act, Banking, Auditing, Microsoft Office, Investigations, Risk Management, OFAC, Regulatory Reporting, Process Improvement, Due Diligence, Fraud, Back Office, Economics, KYC, BSA, Risk, Operational Risk..., Fraud Prevention, Risk Assessment, Regulatory Risk, Banking Operations, Fraud Investigations, Operational Risk, Enterprise Risk..., Financial Institutions, Risk Mitigation, Audit, Compliance Audits, Internal Controls, CAMS, Financial Risk, Securities, Sanction, Anti Money Laundering, Internal Audit, Investigation, Credit Cards, Credit Risk, Credit, Finance, Financial Services, Corporate Governance, FCPA, Commercial Banking, Loans, Management, Financial Analysis
Education
Sam Houston State University 2012 — 2014
Executive Master of Business Administration (EMBA), Banking and Financial Institutions
University of Houston 2006 — 2008
Bachelor of Science, Economics
Global Financial Services July 2004 - Present
Labor Source July 2002 - July 2004
Skills
Financial Risk, Property & Casualty..., Health Insurance, Employee Benefits, Insurance, General Insurance, Business Strategy, Management, Process Improvement, Life Insurance, Cash Management, Underwriting, Mutual Funds, Commercial Insurance, Mortgage Lending, Small Business, Workers Compensation, Legal Liability, Strategic Financial..., Risk Management, Long-term Care, Health Savings Accounts, Term Life Insurance, Whole Life, Brokers
Education
Georgia Southern University
Business
Mariner Wealth Advisors January 2015 - Present
Massey Quick & Co., LLC September 2014 - December 2014
Asset Planning Services, Ltd. May 2014 - August 2014
Mid Atlantic Resource Group November 2013 - May 2014
Global Financial Services May 2013 - May 2014
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor of Science, Financial Planning & Business Management
Union County College 2009 — 2012
Qeens college August 2013 - Present
Long Island Business Institute May 2012 - August 2012
H&R Block January 2011 - April 2012
Global Financial Services July 2007 - December 2011
Real Estate Mortgage Network June 2006 - June 2007
Skills
Tax Preparation, Acounts payable, Payroll, Journal Entries, General Ledger, Tax Returns, Income Tax, Tax, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Presentation Skills
Education
Queens College 2012 — 2016
Bachelor's Degree, Accounting/Economics, 3.7
Long Island Business Institute 2012 — 2012
Associate's Degree, Accounting
Bramson ORT College 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting
JPMorgan Chase August 2012 - Present
JCM Consulting Group January 1990 - Present
JCM Consulting Group January 1990 - Present
E*TRADE Financial August 2011 - June 2012
Computer ciences Corp February 2010 - March 2011
Global Financial Services 2008 - 2009
Wells Fargo Advisors 2008 - 2009
Fannie Mae May 2006 - June 2007
various June 1988 - April 2006
ADP 2006 - 2006
Skills
Bonds, Fixed Income, Capital Markets, Banking, Investments, Finance, Business Process, Executive Management, Financial Statements, Analysis, Data Warehousing, General Ledger, Financial Accounting, Cd, Business Analysis, Portfolio Management, Securities, Business Requirements, Equities, Back Office, Mutual Funds, Options, Accounting, Bloomberg, Financial Services, Software Documentation, Strategy, Financial Risk
Education
Baruch College, City University of New York
Bachelors Degree; BBA, Business Administration; International Finance/Marketing
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, Finance
New York University School of Continuing Education
Certificate, Banking and Finance
Itaú Private Bank March 2008 - Present
DCS I Group July 2005 - March 2008
Global Financial Services June 2002 - August 2004
Skills
Finance, Strategic Financial..., Corporate Finance, Portfolio Management, Analysis, Forecasting, Financial Analysis, Valuation, Investments, Capital Markets, Financial Markets, Private Banking, Financial Modeling, Accounting, Process Improvement, MIS, Investment Banking, Financial Planning
Education
Universidad Externado de Colombia 1998 — 2003
Bachelor of Finance and Foreign Affairs, Banking, Corporate, Finance, and Securities Law
Nationwide Insurance September 2007 - Present
Global Financial Services January 2006 - October 2007
Skills
Direct Sales, Insurance, Time Management, Workers Compensation, Liability, Sales, Customer Service, Cold Calling, Account Management, Sales Management, Small Business, Marketing, Team Building, New Business Development, Strategic Planning, Leadership, Property & Casualty..., Project Management, Sales Process, Sales Operations, Recruiting, Business Development, Social Networking, General Insurance, Budgets, Team Leadership, Selling, Employee Benefits, Life Insurance, Term Life Insurance, Umbrella Insurance
Education
University of Maryland College Park 2001 — 2004
BS, Sociology
Frostburg State University 1999 — 2001
Finance/Marketing
Global Financial Services November 2014 - Present
Education
Texas A&M University 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Walmart May 2012 - Present
CDI Corp 2012 - 2012
BNY Mellon Inc March 2011 - December 2011
Wachovia Securities 2000 - 2011
Global Financial Services 1999 - 2009
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
First Union Brokerage 1992 - 1997
Skills
AML, Accounting, Banking, SWIFT payments, Analysis, Investments, Financial Services, User Acceptance Testing, Business Requirements, Business Analysis, Securities, Financial Analysis, Settlement, SDLC, Risk Management, Bloomberg, Management, Equities, Training, Mutual Funds, Back Office, FX Options, Finance, Corporate Actions, Process Improvement, Financial Modeling, Capital Markets, Investment Banking, Portfolio Management, Valuation, Project Management, Vendor Management, Options, Cash Management, Financial Risk, Trading, Fixed Annuities, Wealth Management, Financial Markets, Derivatives, Fixed Income, Asset Managment, Trading Systems, Bonds, Loans, Relationship Management, Recruiting, Credit, Middle Office, Asset Management
Education
City University of New York City College 1969 — 1973
Business Administration
Peak Property Investments, LLC February 2015 - Present
McLaulin Studios March 2012 - Present
Crystal Mountain Ski Area November 1989 - April 2015
RE/MAX Northwest January 2005 - February 2015
Tyncastle & Crossfire 2009 - June 2012
Krowdit November 2010 - November 2011
Moss Bay Partners January 2004 - June 2005
Global Financial Services July 2002 - December 2003
Ride Snowboards 1996 - 1997
K2 Sports 1995 - 1996
Skills
Photography, Real Estate, Investment Properties, Contract Negotiation, Marketing, Sales, First Time Home Buyers, Investors, Condos, Customer Service, Short Sales, Commercial Real Estate, Negotiation, Management, Social Media, Referrals
Education
University of Scranton 1989 — 1993
BS, Biology/English
Seton Hall Prep 1984 — 1988
High School
Wells Fargo February 2006 - Present
Global Strategy - IAOP January 2012 - Present
Wells Fargo Bank 2006 - Present
Merrill Lynch December 2001 - April 2006
Global Financial Services 1999 - 2001
Skills
Vendor Management, Strategic Sourcing, Strategic Planning, International Business, Enterprise Risk..., Program Management, Global Sourcing, Global Business..., Global Operations, Global Strategy, Strategic Partnerships, Direct Sourcing, Sourcing & Procurement, Resource Management, Change Management, Six Sigma, Strategy, Management Consulting, Financial Services, Sourcing, Outsourcing, Management, Risk Management, Operational Risk, Banking, Analytics, Executive Management, Governance, Consulting, Cross-functional Team..., Business Transformation, New Business Development, Mergers & Acquisitions, IT Strategy, Contract Negotiation, Business Strategy, Offshoring, Process Improvement, Leadership, Acquisition Integration, Operations Management, BPO, CRM, Relationship Management, Business Development, Business Process..., Operational Risk...
Education
Furman University 2010 — 2013
Graduate School of Retail Bank Management, Banking and Financial Support Services
University of South Florida 1987 — 1992
Bachelor's degree, International Business
University of South Florida - College of Business Administration 1987 — 1992
BA, International Business
Jan-Pro Cleaning Systems 2005 - Present
Direct Energy 2003 - 2005
Global Financial Services 2002 - 2003
Skills
Contract Negotiation, Customer Service, Customer Satisfaction, Budgets, Team Building, Strategic Planning, New Business Development, Management, Business Development, B2B, Sales Process, Sales
Education
McGill University
Sales Management, Professional Sale
Wesley College Colombo
Global Financial Services January 2007 - Present
Global Financial Services July 1994 - August 1998
Kidder Peabody January 1994 - July 1994
Consorcio Industrial January 1992 - January 1993
Skills
Portfolio Management, Microsoft Office, Fixed Income, Risk Management, Trading, Finance, Market Research, Equities, High Yield, Asset Allocation, Investments, Valuation, Securities, Management, Series 7, Analysis, Investment Banking, Business Strategy, Financial Modeling
Education
University of Houston 2000 — 2003
MBA
The University of Manchester 1990 — 1991
MSc, Process Integration (Chem Eng)
Universidad Autónoma Metropolitana 1984 — 1988
BSc, Chemical Engineering
Global Financial Services December 1994 - Present
McKinsey & Company August 1991 - February 1994
M.W. Kellogg August 1989 - August 1991
Skills
Finance, Wealth Management, Fixed Income, Portfolio Management, Financial Analysis, Investments, Derivatives, Financial Modeling, Equities, Securities, Valuation, Hedge Funds, Asset Management, Risk Management, Investment Banking, Alternative Investments, Financial Services, Private Banking, Corporate Finance, Private Equity, Asset Allocation, Emerging Markets, Credit Analysis, Trading, Project Finance, Capital Markets, Series 7, Fixed Income Trading, Bloomberg Terminal, Microsoft Excel, Options Strategies, Bloomberg API, Fixed Income Electronic...
Education
McKinsey and Co Inc Executive MBA Program 1993 — 1993
Summer Executive Program, Business
Rice University 1988 — 1989
Master's degree, Mechanical Engineering
Rice University 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
Regenerative Orthopedics and Sports Medicine August 2015 - Present
University of Miami Department of Housing & Residential Life August 2013 - May 2015
NFC Amenity Management at Royal Caribbean Cruises Ltd January 2015 - April 2015
FLIPANY October 2014 - April 2015
Dancing Mind Yoga June 2014 - August 2014
The Performance and Musculoskeletal Regeneration Center June 2013 - August 2013
Patti and Allan Herbert Wellness Center October 2012 - May 2013
The Health and Wellness Center June 2012 - August 2012
Global Financial Services May 2012 - August 2012
Travel to Teach March 2012 - April 2012
Skills
Microsoft Office, CPR Certified, AED, First Aid, Customer Service, PowerPoint, Microsoft Word, Fitness, Event Planning, Outlook, Public Speaking, Research, Time Management, Administrative..., Leadership, Community Outreach
Education
University of Miami 2012 — 2015
Bachelor's Degree, Exercise Physiology Major, Chemistry & Public Health Minors, Cumulative GPA: 3.84
Maxxum Investment Group January 2007 - Present
Global Financial Services February 2004 - January 2007
Skills
Social Media Marketing, Business Development, Leadership, CRM, Management, Customer Service, Marketing, Program Management, Marketing Strategy, Sales, Project Planning, Business Analysis, Forecasting, Social Media, Strategy, Team Building
Education
University of Maryland University College 2004 — 2007
Business Management Minor in Law
Ebenezer United Methodist Church January 2014 - Present
Arth Gates & Co., CPA Firm May 2012 - Present
American Electric Power 2007 - 2012
Global Financial Services January 2005 - January 2007
JPMorgan Chase July 2003 - October 2005
Bank One January 2002 - January 2003
PricewaterhouseCoopers Limited April 2001 - December 2001
Klein Thorpe & Jenkins, Ltd January 1999 - January 2001
Skills
General Ledger, Fixed Assets, Tax Accounting, GAAP, FIN 48, Accounting Research, Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, QuickBooks, Financial Statements, Tax, Accounts Payable, Balance, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Accounts Receivable, Invoicing, Bank Reconciliation
Education
Ministerial Alliance, RHEMA CHRISTIAN CENTER 2010 — 2012
Minister, An Evangelist, Worship Director (EUMC), Divinity/Ministry
Mount Vernon Nazarene University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
DePaul University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Accounting
Certified Business Solutions January 2008 - Present
Global Financial Services February 1999 - December 2007
Technical Computer Resources October 1985 - February 1999
Education
Nova Southeastern University
Master of Business Administration (MBA)
Global Financial Services November 2013 - Present
AviantLogic, Inc. November 2013 - Present
Skills
Business Transformation, Project Portfolio..., Data Forensics, PMP, Due Diligence, Global Operations, Joint Ventures, Strategic Alliances, Private Equity, CFOs, Social Media Strategist, Divestitures, Series 24, Mergers, Child Advocacy, Capital Markets, Strategy, Venture Capital, Valuation, Equities, Project Management, Fraud Detection, Compliance..., Anti Money Laundering, Social Media Integration, Mergers & Acquisitions, Alternative Investments, Investment Banking, Executive Management, Asset Management, Finance, Financial Analysis, Investments, Risk Management, Portfolio Management, Entrepreneurship, Criminal Investigations, AML (Anti-Money..., Financial Services, Trading, Derivatives, Investment Management, Forensic Analysis, Board Advisory Services, Global Business..., Social Media Consulting, Documentary Research, Project Finance, Independent Film, Film Finance
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance, Information Technology
Dartmouth College 1984 — 1988
BA, Government / International Relations and German
OTC Markets Group September 2008 - Present
Global Financial Services July 2006 - September 2008
Skills
Online Advertising, Sales, Digital Marketing, Google Adwords, Advertising Sales, Salesforce.com, Customer Satisfaction, Microsoft Excel, Google Analytics, Customer Retention, RTB, Ad Optimization, Advertising Operations
Education
Sweet Briar College 1999 — 2003
Bachelor's degree, History
Certified Business Solutions January 2009 - Present
Global Financial Services February 1999 - December 2009
Technical Computer Resources, Inc. September 1985 - February 1999
Skills
Microsoft Certified..., MCSA Security, CompTIA Network+..., CompTIA A+ Certification, Project Management, Business Analysis, Mortgage Banking, Retail Banking, Commercial Banking
Education
Nova Southeastern University 1993 — 1996
Master of Business Administration (MBA)
University of California Office of the President January 2002 - Present
Global Financial Services September 1997 - January 2002
Bank of America July 1986 - September 1997
Skills
System Development, Equities, Microsoft Excel, Banking, Cash Management, Business Analysis, Capital Markets, Fixed Income, Back Office, Strategic Planning, Financial Markets, Process Improvement, Bloomberg, Derivatives, Securities, Financial Services, Management
Education
Lewis and Clark College 1975 — 1980
B.A, Political Science; German Language and Literature
University of San Francisco School of Law
KABCO Pharmaceuticals, Inc. April 2015 - Present
Global Financial Services October 2014 - March 2015
New York University America Reads/ America Counts September 2012 - May 2014
Elmhurst Hospital Center July 2012 - February 2013
Pure Growth Partners June 2012 - August 2012
New York University September 2011 - December 2011
University of Michigan Health System June 2011 - August 2011
Skills
Economics, Biology, Research, Statistics, Qualitative Research, Higher Education, Quantitative Analytics, Data Analysis, Program Evaluation, Quantitative Research, Academia, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word
Education
New York University 2010 — 2014
Bachelor's Degree, Economics
Park Vista Community High School
High School
Wachovia Securities July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO 2003 - Present
Global Financial Services 2000 - Present
JP Morgan Chase Swindon, England 2008 - 2009
Etrade Financial 2007 - 2008
A. G. Edwards 2003 - 2004
Midland Walwyn Capital Corp 1990 - 1991
Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading
Education
Canadian Securities Institute 1993 — 1993
Canadian Securities Course
New York University 1967 — 1970
BS, Chemical Engineering
Reliance Trust Company an FIS Company July 2015 - Present
Reliance Trust Company an FIS Company October 2012 - July 2015
Reliance Trust Company April 2002 - October 2012
Global Financial Services 2002 - 2002
SunTrust Bank August 1999 - January 2001
Bank of America July 1998 - August 1999
Skills
Relationship Management, Project Management, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Client Liason, Superior Client Service, Help Desk Support, Technical Support, 401k, Employee Benefits, Investments, Mutual Funds, Wealth Management, Financial Services, Asset Management, Sales, Asset Allocation, Process Improvement, Securities, Leadership, Risk Management, Strategic Financial..., Finance
Education
American InterContinental University 2004 — 2006
MBA, Supply Chain Management
University of North Carolina at Pembroke 1991 — 1996
BS, Business Management
Global Financial Services ManagerArthur Andersen & Co.1972 - 1983
Skills
Finance, Investments, Strategic Planning, Sales Management, Budgets, Business Strategy, Start-ups, Financial Analysis, Mergers & Acquisitions, Strategy
Education
Southern Methodist University
Lamborghini Dallas 2011 - Present
Ethos Group 2011 - January 2012
ETHOS GROUP July 2003 - June 2008
CAP GEMINI ERNST & YOUNG LLC March 2001 - March 2003
Global financial services February 1999 - March 2001
Skills
Financial Analysis, Forecasting, Profit, Recruiting, Insurance, Credit, Automotive, Customer Satisfaction, Management, Finance, Marketing, Strategy, Risk Management, Pricing, Manufacturing, Negotiation, Banking, Sales, Valuation, Budgets, Automobile, Vehicles, Sales Management, Customer Retention, Inventory Management
Education
Texas Tech University 1993 — 1997
Bachelor of Arts, Business Management and Public Relations
Plano Senior High 1991 — 1993
CCG July 2014 - Present
CCG July 2014 - Present
Skype September 2010 - Present
Global Financial Services March 2013 - June 2014
Lucentra - Jack Cola Reference 2013 - 2013
Hewlett-Packard (DAC) March 2010 - March 2011
CIT Group, Inc. June 1996 - August 2006
CIT January 1996 - August 2006
CIT Group, Inc. 1996 - 2006
CIT Group, Inc. February 1996 - June 1996
Skills
Salesforce.com, Portfolio Management, Credit, Sales Management, Banking, Loans, CRM, Sales, Management, Sales Operations, Negotiation, Asset Managment, Entrepreneurship, Asset Management, Executive Management, Business Development, Pricing, Finance, Investments, Cold Calling, Start-ups, Forecasting, Solution Selling, Business Planning, Leadership, Risk Management, New Business Development, Marketing, Strategy, Sales Process, Contract Negotiation, Strategic Planning, B2B, Channel Partners, Selling, Direct Sales, Strategic Partnerships, Professional Services, Lead Generation, Enterprise Software, Competitive Analysis, Account Management, SaaS, Product Management, Cloud Computing, Credit Analysis, Financial Analysis, Commercial Lending, Credit Risk, Corporate Finance
Education
Arizona State University - W. P. Carey School of Business 1990 — 1995
Bachelor of Science, Finance
Collabera -Consultant Capital One March 2011 - Present
Global Financial Services October 2010 - February 2011
Wells Fargo Advisors (formerly Wachovia Securities) August 1991 - June 2009
Wachovia Securities, LLC 2000 - 2004
Wachovia Securities , LLC 1997 - 2000
Wachovia Securities , LLC 1995 - 1997
Wachovia Securities , LLC 1991 - 1995
St. Mary's Hospital June 1988 - August 1991
Skills
Data Analysis
Education
Virginia Commonwealth University 1988 — 1991
Bachelor of Science, Criminal Justice
Radford University 1986 — 1988
N/A, Accounting and Criminal Justice
Amherst Pierpont Securities LLC August 2010 - Present
Amherst Advisory & Management LLC December 2010 - Present
Global Financial Services January 1994 - June 2008
GBM International June 1992 - January 1994
Texas First Securities Corp January 1986 - December 1991
FINRA June 1980 - December 1984
Skills
Securities, Finance, Capital Markets, Trading, Auditing, Internal Audit, AML, Series 7, Hedge Funds, Series 24, FINRA, Fixed Income, Equities, SEC, Series 63
Education
The University of Texas at Austin 1976 — 1979
BBA
Meridian Health October 2010 - Present
Kimball Medical Center March 2010 - October 2010
Kimball Medical Center March 2010 - October 2010
LTC Career Training November 2009 - January 2010
JPMorgan Chase May 2003 - November 2009
JPMorgan Chase June 1992 - November 2009
LifeWorks products and services January 2001 - January 2003
Enterprise Operating Services January 1996 - January 2001
Global Financial Services January 1995 - January 1996
InfoServ International January 1993 - January 1995
Education
University of Scranton
B.S, International Studies
Wells Fargo Advisors May 2008 - Present
Global Financial Services March 1998 - May 2008
Boatmen's Trust Company/Nations Bank May 1970 - March 1998
Skills
Securities, Financial Services, Mutual Funds, Fixed Income, Back Office, Settlement, Risk Management, Middle Office, Equities, Internal Audit
Education
Southwestern Illinois College
St. Teresa Academy
W. M. Corp. April 2014 - Present
Oyster Consulting, LLC November 2012 - April 2013
Wachovia Securities 2004 - 2009
Global Financial Services May 1997 - 2009
Skills
ADP Payroll, Financial Services, Mutual Funds, Securities, Software Lifecycle, Equities, Risk Management, Back Office, Banking, Fixed Income, Asset Managment, Strategic Financial..., Investment Banking, Mortgage Lending, Retirement Planning, Trading, Investments, Alternative Investments, Wealth Management, Credit, Relationship Management, Payments, Credit Analysis, Derivatives, FINRA, Process Improvement, FX Options, Middle Office, Portfolio Management, Bloomberg, Series 63, Funding, Bonds, Financial Risk, Asset, Hedge Funds, Financial Modeling, Settlement, Account Reconciliation, Capital Markets, Business Analysis, Commercial Banking, Financial Analysis, Options, Corporate Actions, Mergers, Prime Brokerage, Recruiting, Financial Markets, Insurance
Education
City University of New York-Brooklyn College 1970 — 1972
psychology
St. Francis College 1964 — 1965
accounting
immixGroup January 2014 - Present
General Dynamics Information Technology August 2008 - December 2013
Abacus Technology May 2006 - August 2008
Global Financial Services August 2004 - May 2006
Skills
Proposal Writing, Government, Government Contracting, Analysis, Business Development, Data Analysis, Leadership, SharePoint, Technical Writing, Market Research, Program Management, DoD, Training, Strategic Planning, Public Relations, Microsoft Office, Strategic Communications, Market Analysis, Public Speaking, Strategy, Project Management, Professional Phone...
Education
University of Maryland College Park 2000 — 2004
Bachelor of Arts (BA), Communication
Global Financial Services December 2014 - Present
Haynes Inc. January 2011 - Present
CreateSpace May 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, RFMS, Knowledge Base, Iso 9000
Education
Slippery Rock University of Pennsylvania 2005 — 2009
Bachelor of Science, Finance/MIS
Thompson, Cobb, Bazilio & Associates, PC April 2010 - May 2010
Global Financial Services July 2009 - October 2009
Global Financial Services March 2008 - February 2009
Global Financial Services August 2004 - January 2006
Concorde Consulting December 2003 - April 2004
Global Financial Services November 2003 - November 2003
Global Financial Services December 2000 - February 2001
City National Bank - Trust Investment February 1999 - November 2000
Wells Fargo Bank - Trust Investment March 1995 - January 1999
Herlina Witarsa May 1994 - March 1995
Skills
Mutual Funds, Banking, Fixed Income, Finance, Equities, Account Reconciliation, Securities
Education
San Francisco State University
B.S, Finance
Vanderbilt Institute for Global Health November 2010 - Present
Matthew Walker Comprehensive Health Center July 2007 - May 2010
Investment Scorecard April 2006 - July 2007
Global Financial Services January 2004 - May 2005
Bankers Trust/Deutsche Bank/State Street Corporation May 1998 - November 2003
Skills
Account Management
Education
Middle Tennessee State University 2000 — 2003
Masters of Business Education, Business Education
Delta State University 1988 — 1993
Bachelor's of Business Administration, Marketing
Citi August 2013 - Present
Citi October 2010 - August 2011
Global Financial Services August 2002 - December 2009
Skills
Minimum typing speed 30..., 10 key adding machine..., Excellent customer..., Able to sort and file..., Good analytical ability, Ability to work..., Good interpersonal and..., Proficient in Microsoft..., Banking, Quality Assurance, Training, Data Analysis, Account Reconciliation, Management, Finance, Securities, Accounting, Investments
Education
DeVry University
Bachelor of Business Administration (BBA), Accounting
Dunbar Vocational High School, Chicago, Illinois
General Office Occupations and Clerical Services
Global Financial Services Senior Operations AssociateGlobal Financial ServicesJanuary 2005 - June 2013
Education
Tecnológico de Monterrey
Chemical Engineer
GHS-Fertility Centers of the Carolinas May 2014 - Present
Global Financial Services October 2011 - Present
Belk 2006 - 2013
Belk 2006 - 2013
AnMed Health September 2007 - August 2011
Williamston October 2004 - December 2006
Skills
Financial Analysis, Mutual Funds, Process Improvement, Securities, Financial Reporting, Marketing, Portfolio Management, Investments, Corporate Finance, Equities, Credit Analysis, Home Care, Finance, Insurance, Sales, Customer Service, Healthcare, Leadership, Microsoft Excel, Microsoft Office
Education
Southern Wesleyan University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations