Gunn Allen Financial
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Gunn Allen Financial Employees
Worldpay December 2014 - Present
Hire Heroes USA December 2014 - Present
Qmatic February 2013 - December 2014
BB&T August 2009 - February 2013
DOC Inc. January 2008 - August 2009
Gunn Allen Financial June 2005 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales Management, Sales, New Business Development, Account Management, Leadership, Salesforce.com, CRM, Direct Sales, Business Development, Management, Sales Operations, Sales Process, Solution Selling, Strategic Partnerships
Education
Florida Atlantic University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Appalachian State University 2000 — 2004
Bachelor of Science (B.S.), Business
Ebix April 2014 - Present
America's Home Place February 2014 - March 2014
New York Life Insurance Company (Randstad) February 2013 - October 2013
Cablevision July 2006 - March 2011
Estee Lauder January 2006 - April 2006
Dexter Systems April 2005 - July 2005
Gunn Allen Financial August 2004 - January 2005
Skills
Technical Support, Troubleshooting, Networking, Software Installation, Help Desk Support, Software Documentation, VoIP, Operating Systems, Hardware, Microsoft Exchange, Cabling, BMC Remedy, TCP/IP, Windows 7, Cable Modems, Computer Hardware, Laptops, XP, DHCP, Windows Server, Customer Service, Call Centers, Windows XP, Disaster Recovery, Active Directory, LAN-WAN, Switches, Security, Wireless Networking, IP, Routers, Antivirus, Modems, Email Clients, Ghost Imaging, Printers, Windows Domain, Domain Management, Desktop Administration, Service Desk Management, Enterprise Software, Adobe, Mainframe, GoToAssist, Lotus Notes, Sametime, Siebel, Servers, Databases, VPN
Education
Briarcliffe College 2001 — 2004
Associates of Occupational Studies (A.O.S.), Computer Systems Networking and Telecommunications
Quest Wealth Management October 2014 - Present
Wells Fargo Advisors, LLC July 2012 - October 2014
First Midwest Securities Inc. June 2004 - July 2012
Gunn Allen Financial January 2003 - June 2004
Education
The University of Baltimore, Maryland 1990 — 1992
Master of Science (M.S.), Finance
Towson University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Stanton & Leone December 2012 - Present
JW Goodliffe & Son February 2011 - December 2012
Amboy Bank via Accountemps September 2010 - December 2010
Merrill Lynch May 2006 - February 2009
Gunn Allen Financial September 2005 - March 2006
Joseph Stevens August 2002 - September 2005
Skills
Financial Reporting, Account Reconciliation, Bank Reconciliation, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Monthly Closing, Journal Entries, Accounts Receivable, General Ledger, Accounts Payable, Client Billing, Checks, Invoicing, Financial Statements, Financial Statement..., Year-end Close, Microsoft Excel, TIMS, Microsoft Office, Physical Inventory, Auditing, Accounting, Cost Accounting
Education
DeVry University 2009 — 2010
BS, Technical Mgmt, Accounting Concentration
State University of New York College at Oswego 1998 — 2002
BS, Finance
King Jewelers 2009 - Present
Global Matrix Leads Inc. February 2007 - May 2009
Gunn Allen Financial April 2004 - February 2007
Skills
Strategic Planning, Leadership Development, Team Leadership
Education
Palm Beach Community College 2007 — 2009
General Studies
Citi September 2014 - Present
Wells Fargo Capital Finance July 2010 - Present
JPMorgan Chase July 2005 - June 2010
LendAmerica Financial Group June 2003 - June 2005
Gunn Allen financial May 2003 - June 2005
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Loan Structuring, Portfolio Management, Banking, Mortgage, Financial Planning, Investments, Loan Origination, Cash Management, Treasury Management, Debt, FX, Capital Markets, Mortgage Banking, Asset, Risk, Financial Analysis, Corporate Finance, Fixed Income, Credit Risk, Risk Management, Risk Analysis, Cash Flow, Strategic Financial..., Small Business Lending, Mortgage Lending, Financial Services
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.5 GPA
The Premier Group September 2010 - Present
Accountemps April 2008 - September 2010
Gunn Allen Financial 2007 - 2008
Northwestern Mutual 2005 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Internet Recruiting, Temporary Placement, Resume Writing, Screening Resumes, Employee Benefits, Sourcing, Employee Training, Contract Recruitment, Permanent Placement, Employee Relations, Onboarding, Recruitment Advertising, Staffing Services, Payroll, Executive Search, Sales, New Hire Orientations, Vendor Management, Succession Planning, Screening, Technical Recruiting, HRIS, College Recruiting, Interviews, Training, Account Management, Coaching, Organizational..., HR Policies, Talent Management, Cold Calling, Performance Management, PeopleSoft, Career Counseling, Temporary Staffing, Human Resources, Benefits Administration, Personnel Management, Search, Benefits Negotiation, Client Development, Building Relationships, Hiring, Employee Engagement, CRM
Education
University of North Carolina at Wilmington, Cameron School of Business 2006 — 2007
Masters, Accounting
University of North Carolina at Wilmington 2001 — 2006
Bachelors of Science, Accounting
rocky mount senior high
rocky mount senior high
Perch Advisors, LLC April 2015 - Present
Consultant April 2014 - February 2015
Federation of Italian American Organizations of Brooklyn / Il Centro April 2014 - July 2014
Brooklyn Chamber of Commerce March 2005 - March 2014
Gunn Allen Financial 2004 - 2005
Style and Grace Weddings and Events 2002 - 2004
Jenny Craig 1999 - 2001
Skills
Fundraising, Management, Partnerships, Community Outreach, Non-profits, Economic Development, Event Planning, Public Speaking, Event Management, Proposal Writing, Strategic Planning, Sales, Nonprofits, Public Policy, Program Management, Entrepreneurship, Program Development, Small Business, Coaching, Leadership, Leadership Development, Policy, Government, Marketing Communications, Team Building, Training, Workforce Development, Business Development, Organizational..., Business Planning, Marketing, Research, Strategy, Grant Writing, Community Development, Policy Analysis, Strategic Communications, Analysis, Grants, Staff Development, Legislative Relations, Team Leadership, Teamwork
Education
City University of New York-Brooklyn College 1996 — 2000
BS, Business, Management and Finance
LF USA August 2012 - Present
Lord, Abbett & Co. LLC March 2012 - July 2012
LVMH- Thomas Pink Inc June 2011 - September 2011
Gunn Allen Financial June 2009 - September 2009
Private Accounting Firm June 2008 - September 2008
Skills
Data Entry, Microsoft Office, Accounts Payable, Event Planning, Microsoft Excel, PowerPoint, Administrative..., Spreadsheets, Outlook, Sales, Microsoft Word, Customer Service, Marketing, Analysis, Lotus Notes, Management, Administrative..., Social Media
Education
City University of New York-College of Staten Island 2009 — 2011
Bachelor's degree, Finance, General
wagner
Quasar Trading LLC (NASDAQ PHLX OMX Member Firm) December 2012 - Present
Legend Trading LLC March 2011 - December 2013
T3 Trading Group, LLC December 2010 - March 2012
T3 Live December 2010 - March 2012
Juggernaut Trading September 2006 - January 2011
Broad Street Securities Group, LLC August 2008 - August 2010
Timothy Kelleher Corporation 2005 - January 2008
Gunn Allen Financial 2004 - 2005
Broadway Trading - Andover Trading - Redwood Trading January 1997 - October 2002
Instinet March 1992 - March 1997
Skills
Series 56, Series 7, Series 63, series 55, Equities, Securities, Stocks, Traders, Technical Analysis, Electronic Trading, Trading Strategies, Equity Trading, Proprietary Trading, Trading Systems, Equity Research, Risk Management, Series 24, Commodity Markets, FINRA, Financial Markets, Options, Alternative Investments, Currency, Derivatives, Portfolio Management, Hedging, Commodity, FX trading, Investments, Hedge Funds, Valuation, Web Broadcasting, Social Media, Twitter, stocktwits, Public Broadcasting, Live Broadcast, Broadcast Journalism, Online Publishing, Trading, Capital Markets, Bloomberg
Education
State University of New York - System 1981 — 1982
Electronic Engineering/ Business
Bedgear LLC December 2012 - Present
Knoll Printing & Packaging May 2008 - December 2012
Phoenix International Freight Services November 2004 - May 2008
Gunn Allen Financial May 2004 - October 2004
Harrison Securities December 2001 - May 2004
Air Facility August 1994 - November 2001
Skills
Packaging, Microsoft Office, NAFTA, Customs Brokerage, Ocean Freight, INCO terms, Import Logistics, Import/Export Operations, C-TPAT, Logistics Management, Supply Chain, Transportation..., Shipping, Logistics, Import, International Logistics, Export, Inventory Management, Management, Operations Management, Team Building, Customer Service, New Business Development, Sales, Supply Chain Management
Education
Queensborough Community College 1993 — 1994
J&F January 2013 - Present
Eagle Asset Management 2011 - 2012
Eagle Asset Management 2008 - 2011
Gunn Allen Financial 2007 - 2008
Value Tech Realty Services 2005 - 2007
Skills
Motors and Controls, Electrical..., SQL Tuning, PLC Design / Service, Financial Analysis, Python Programming, Environmental Impact..., Environmental Consulting, Environmental Science, Technical Writing, Equities, Asset Management, Management, Financial Reporting, Microsoft Office
Education
University of South Florida 2002 — 2005
Bachelor's, Political Science
Hillsborough Community College
Engineering Technology
ALL INSURANCE UNDERWRITTERS October 2013 - Present
AIU January 2013 - Present
Gunn Allen Financial January 2000 - January 2006
Skills
Finance, Accounting, Time Management, Recruiting, Administration, Change Management, Coaching, Organizational..., Team Building, Leadership Development, Business Development, Strategic Planning, HRIS, Customer Service, HR Consulting, Sales, Employee Benefits, Employee Relations, Performance Management, Benefits Administration, Payroll, Project Management, Sales Management, Human Resources, New Business Development, Account Management, Management, System Administration, Training
Education
ITT Technical Institute-Tampa 1974 — 1977
Associate of Arts and Sciences (A.A.S.), Computer Science
University of South Florida
YP August 2014 - Present
YP July 2013 - Present
NextUp Digital June 2012 - July 2013
ReachLocal February 2011 - June 2012
Yodle, Inc. July 2009 - January 2011
Yodle, Inc. November 2007 - July 2009
Journal Register Co August 2006 - July 2007
SEOMatrix, LLC January 2005 - July 2006
NewCoast, llc May 2003 - January 2005
Gunn Allen Financial August 2001 - August 2004
Skills
SEM, Online Advertising, SEO, PPC, Online Marketing, Advertising, Google Adwords, Web Analytics, Marketing, Analytics, Digital Media, Lead Generation, Strategy, Sales, Sales Management, Sales Operations, Web Design, Web Development, Web Applications, Web Content Management, Web Project Management, Social Media Marketing, Marketing Strategy, Account Management, Salesforce.com, Digital Marketing, Social Media
Education
Monroe Community College 1998 — 2002
Computer Information Systems, (CIS)
Nostrum Holdings, Inc. January 2003 - Present
Titan Trading USA, LLC June 2006 - June 2007
Gunn Allen Financial March 2006 - March 2007
JADIS 2005 - 2006
Pristine.com August 2000 - May 2005
Mastertrader.com 2001 - 2005
Pristine Capital Holdings, Inc. 2000 - 2005
Education
State University of New York at Old Westbury 1993 — 1997
BA, Political Science, Economics and Sociology
The Graduate Center, City University of New York 1993 — 1997
CIT August 2013 - Present
Michael Kors May 2012 - August 2013
American Express January 2010 - May 2012
Banc of America Investments December 2006 - September 2008
Gunn Allen Financial May 2006 - December 2006
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Banking, Finance, Financial Planning, Forecasting, Financial Reporting, Budgets
Education
City University London 2008 — 2009
Masters, Financial Economics
Florida Atlantic University 2001 — 2004
Bachelors, Finance, Business Management
Royal Bank of Scotland February 2011 - Present
Credit Agricole Corporate Investment Bank October 2009 - February 2011
BlackSheep Capital Management March 2009 - October 2009
Deutsche Bank AG August 2006 - March 2008
New York Life Insurance Company 2005 - 2006
Gunn Allen Financial 2001 - 2004
Sterling Enterprises 1999 - 2000
Skills
Derivatives, Equities, Trading, FX Options, Securities, Hedge Funds, Portfolio Management, Investments, Valuation, Banking
Education
University of South Florida 2000 — 2003
BS, Finance
CEGEP - John Abbott College
Bachelor's degree, Finance, General
Macdonald high
JPMorgan Chase May 2009 - September 2013
JPMorgan Chase January 2005 - 2011
Gunn Allen Financial January 2004 - January 2005
Echevarria & Associates P. A., Tampa January 1999 - January 2003
Education
Borough of Manhattan Community College
Associates, Applied Science; Business Administration
York College
Bachelors of Science, Business Administration
Northeast Planning Corporation October 2011 - Present
Park Avenue Securities October 2011 - Present
NAACP 2012 - 2014
NAACP 2012 - 2014
Morgan Stanley Smith Barney April 2009 - October 2011
Merrill Lynch April 2007 - April 2009
Gunn Allen Financial May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group November 2005 - May 2006
Sky Capital August 2002 - November 2005
Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies
West Virginia Wesleyan College 1998 — 2002
B.A., International Business and Management
Toms River North
SAFRA January 2011 - Present
Gilford Securities May 2010 - January 2011
Gunn Allen Financial April 2003 - May 2010
Morgan Stanley January 1995 - April 2003
Skills
FINRA, Series 7, AML, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Investments, Compliance, Regulatory Reporting, Fund Of Funds, Securities Regulation, Asset Management, Fixed Income, Equities, SEC reporting, Capital Markets, Compliance Management, Corporate Governance, Derivatives, Securities Law, Private Equity, Options, Trading, Risk Management, Due Diligence, Investment Banking, Risk, KYC, Alternative Investments, Internal Controls, Policy, Licensing, Wealth Management, Audit, Corporate Finance, Insurance, Series 63, Venture Capital, Compliance Audits, Internal Audit, IPO, Regulatory Risk, USA PATRIOT Act, OFAC, Bloomberg, Investor Relations, ETFs, Private Banking, Annuities
Education
St. John's University
BS, Accounting / Economics
St. John's University New York
BlueSleep April 2015 - Present
Cordant Health Solutions f/k/a Sterling Healthcare Services March 2014 - April 2015
First North Capital Corp. August 2006 - March 2014
First North American July 2004 - August 2010
Paragon Mortgage Bankers Corp October 2002 - July 2004
Gunn-Allen Financial May 2002 - September 2002
Skills
First Time Home Buyers, Mortgage, Credit, Investment Properties, Leadership, CRM, Mortgage Lending, Loans, Cold Calling, Underwriting, Sales
Education
Indian River Community College 2000 — 2001
SUNY Broome 1999 — 2000
Hollister Co. February 2011 - Present
Abercrombie & Fitch May 2010 - February 2011
Gunn Allen Financial March 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Photoshop, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
University of South Carolina - The Moore School of Business 2006 — 2010
BS, Finance and Real Estate
Chapin High School 2002 — 2006