GWN Securities
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11 GWN Securities employees in database. Find out everything there's to know about GWN Securities 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.
GWN Securities Employees
TrustFirst Financial January 1982 - Present
GWN Securities 2008 - 2012
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Sales, Strategic Planning, Sales Management, Retirement, New Business Development, Finance, Small Business
Education
College for Financial Planning 1988 — 1990
CFP, Personal Financial Planning
East Tennessee State University 1976 — 1980
BS, Real Estate/Business
LSP Planning October 2014 - Present
Bank On Yourself June 2011 - Present
GWN Securities October 2003 - Present
Tax Shelter January 2004 - September 2014
The Legend Group September 1996 - September 2003
Skills
Tax Planning, Self Financing, Tax Preparation, Tax Free Income, Life Insurance, Separately Managed..., Ice Hockey, Audi Club of Florida, Asset Protection, Wealth Management, Strategic Financial..., Retirement Planning, Small Business, Investments, Long-term Care, 401k Rollovers, Bank on Yourself, Retirement Plan..., Finance, Financial Planners, Estate Planning, Asset Management, Portfolio Management, Financial Services, IRAs, Wealth, Investment Advisory, Retirement, Fixed Annuities, Disability Insurance, Asset Allocation, Securities, Income Protection, Financial Goals, Wealth Accumulation, Insurance
Education
SUNY Fredonia 1992 — 1996
Bachelor's degree, Marketing
Williamsville North High School 1991 — 1992
St. Joseph's Collegiate 1988 — 1991
College, Prep
Heim Middle
GWN Securities May 2013 - Present
AXA US August 2000 - April 2013
Skills
403 b, 457 Plans, Investment Advisory, Strategic Planning, Series 7, Series 66, Life Insurance, Fixed Annuities, Pensions, Variable Annuities, 529 Plans
Education
University of Louisville 1993 — 1997
Bachelor of Arts (BA), Economics
GWN Securities November 2013 - Present
Armellini Express Lines February 2012 - November 2013
New Beginnings Medical November 2011 - January 2012
Randstad May 2011 - September 2011
ARI March 2007 - January 2011
ARI March 2007 - November 2008
AIDS Coalition of Southern New Jersey May 2006 - August 2006
Walt Disney World January 2005 - May 2005
Skills
Database Management, Customer Service, Telephone Support, Event Planning, Writing, Microsoft Office, Mac OS X, Scheduling, Customer Relations, Social Media, Fundraising, PowerPoint, Public Relations, Administration, Facebook, Database Administration, Social Networking, Administrative Support, Microsoft Word, Microsoft Excel, Marketing, Newsletters
Education
Hood College 2003 — 2007
BA, Communications
UnitedHealthcare May 2012 - Present
GWN Securities September 1988 - Present
Legend Equities March 1985 - September 1988
Private Individual Business February 1974 - July 1984
Education
University of Southern Mississippi 1970 — 1973
Associate's degree, Business/Commerce, General
Gulfport High School
4 year, General
Cadaret Grant May 2009 - Present
Innovative College Planning May 2009 - Present
GWN Securities June 2001 - May 2009
Skills
401k Rollovers, Financial Services, IRAs, 401k, Roth IRA, Variable Annuities, SEP IRA, Simple IRA, Fixed Annuities, General Securities..., Life Insurance, Licensed Life Insurance..., Securities License
Education
Le Moyne College 1998 — 2001
Accounting
Lower Hudson Valley Center for Empowerment 2012 - Present
Three Squares and A Star Management Group, LLC 2012 - Present
Malcolm Douglas and Associates, Inc. January 2009 - Present
GWN Securities July 2005 - Present
PMG Securities January 1993 - December 1999
The Legend Group January 1987 - December 1992
Franklin United Life Insurance January 1983 - December 1986
MetLife January 1978 - December 1982
Prudential Financial January 1974 - December 1977
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Retirement, NYS Notary Public, K-12 403b Markets, New York State Pension, State Pension Systems, Long-term Care
Education
Paine College 1969 — 1971
Paine College 1969 — 1971
Ascension School
Louis D. Brandeis High School
The International Polo Club of Palm Beach/Aaron's Catering of the Palm Beaches December 2013 - Present
All For One Home Health August 2013 - December 2013
Premier Family Health March 2013 - August 2013
GWN Securities September 2011 - March 2013
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Office, Marketing, Customer Service, Marketing Strategy, Sales, Market Research, Account Management, Marketing Communications, Sales Operations, Human Resources, Event Planning, Public Relations, Management
Education
King's College 2006 — 2010
Bachelor's degree, Marketing, Finance
Bishop Hoban High School 2002 — 2006
GWN Securities, Inc July 2003 - Present
gwn securities 2003 - 2008
PMG Securities Corp August 1996 - July 2003
pmg securities 1996 - 2003
Education
Southern Connecticut State University 1993 — 1997
GWN Securities April 2012 - Present
Pridestaff Temporary Agency November 2009 - April 2012
Equine Rescue and Adoption Foundation May 2004 - August 2009
The Legend Group February 1997 - December 2008
Skills
Administrative..., Administrative..., Asset Allocation, Training, Investments, Project Planning, Microsoft Excel, Editing, Securities, Microsoft Word, Insurance, Investment Advisory, Mutual Funds, NetEX360, AS/400
Education
Penn State University 1985 — 1989
Bachelor of Arts, Political Science
Oasis Outsourcing June 2012 - May 2013
GWN Securities March 2010 - March 2012
Towers Watson March 2005 - November 2009
Honeywell August 2000 - December 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Employee Benefits, Customer Service, Clerical Skills, Auditing, New Hire Orientations
Education
Rutgers University-New Brunswick 1991 — 1995
Bachelor of Arts (B.A.), Communication