H & R Block Financial Advisors
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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H & R Block Financial Advisors Employees
Employee
Years
Job
Industry
Jack Vitale Jack Vitale's H & R Block Financial Advisors Experience 2000 - 2008
Job Chief Financial Officer at Clean Energy Advisors, LLC
Industry Investment Banking
Experience
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
Chris Warren Chris Warren's H & R Block Financial Advisors Experience February 1995 - October 2006
Job CEO & Chief Investment Officer at Clean Energy Advisors, LLC
Industry Investment Management
Experience
Clean Energy Advisors, LLC January 2013 - Present
Clean Energy Developers, LLC October 2006 - January 2014
H & R Block Financial Advisors February 1995 - October 2006
Edward Jones June 1992 - February 1995
Education
Duke University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate in Renewable Energy Management
Solar Energy International
Solar Electric Design and Installation
Solar Energy International
Advanced PV System Design
The Building Performance Institute (BPI)
Building Analyst Certification
Clean Energy Advisors, LLC January 2013 - Present
Clean Energy Developers, LLC October 2006 - January 2014
H & R Block Financial Advisors February 1995 - October 2006
Edward Jones June 1992 - February 1995
Education
Duke University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate in Renewable Energy Management
Solar Energy International
Solar Electric Design and Installation
Solar Energy International
Advanced PV System Design
The Building Performance Institute (BPI)
Building Analyst Certification
Jeff Ditsworth, CLU, ChFC Jeff Ditsworth, CLU, ChFC's H & R Block Financial Advisors Experience June 1999 - December 2000
Job Sales Vice President at North American Company for Life and Health Insurance
Industry Financial Services
Experience
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
Edd Sammels Edd Sammels's H & R Block Financial Advisors Experience May 1986 - May 2007
Job CEO at Edd Sammels Productions LLC a/k/a E.S.P. Productions
Industry Entertainment
Experience
Edd Sammels Productions LLC a/k/a E.S.P. Productions May 1968 - Present
H & R Block Financial Advisors May 1986 - May 2007
Skills
Public Relations, Entertainment Management, Concert Promotion, Concert Production, Fundraising, Artist Management, Facebook, MySpace, Twitter, Promotions, Music Management, Artist Development, Rock, POP, Tour Management, Publicity, Artist Relations, Soul, Country, Microsoft Office, Festivals, R&B, Music Industry, Talent Booking, Promoting, Bands, Artist Representation, Jazz, Oldies, Band, Accounting, Financial Reporting, Internal Audit, Stock Market, Stocks, Bonds, Bookkeeping, Mutual Funds, SOX Compliancy, Payroll, Accounts Payable, Accounts Receivable, FundSERV, Corporate Tax, Social Networking, Talent Management, Film, Telethon Production, Non Profits, Television Studio...
Education
Michigan State University
FINANCE
Edd Sammels Productions LLC a/k/a E.S.P. Productions May 1968 - Present
H & R Block Financial Advisors May 1986 - May 2007
Skills
Public Relations, Entertainment Management, Concert Promotion, Concert Production, Fundraising, Artist Management, Facebook, MySpace, Twitter, Promotions, Music Management, Artist Development, Rock, POP, Tour Management, Publicity, Artist Relations, Soul, Country, Microsoft Office, Festivals, R&B, Music Industry, Talent Booking, Promoting, Bands, Artist Representation, Jazz, Oldies, Band, Accounting, Financial Reporting, Internal Audit, Stock Market, Stocks, Bonds, Bookkeeping, Mutual Funds, SOX Compliancy, Payroll, Accounts Payable, Accounts Receivable, FundSERV, Corporate Tax, Social Networking, Talent Management, Film, Telethon Production, Non Profits, Television Studio...
Education
Michigan State University
FINANCE
Shaleen Newton's H & R Block Financial Advisors Experience 2000 - 2009
Job Financial Advisor / Associate Vice President / Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2009 - Present
H & R Block Financial Advisors 2000 - 2009
Olde Discount Stockbrokers 1996 - 2000
Education
Bellarmine University 1992 — 1996
B.A., Business Administration
Holy Rosary Academy 1988 — 1992
Ameriprise Financial Services, Inc. 2009 - Present
H & R Block Financial Advisors 2000 - 2009
Olde Discount Stockbrokers 1996 - 2000
Education
Bellarmine University 1992 — 1996
B.A., Business Administration
Holy Rosary Academy 1988 — 1992
Steve Belloli Steve Belloli's H & R Block Financial Advisors Experience 1999 - 2008
Job Founding Partner at Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners January 2010 - Present
Ameriprise Advisor Services, Inc. November 2008 - February 2010
H & R Block Financial Advisors 1999 - 2008
Education
Michigan State University 1988 — 1992
BS in Financial Administration
Upstream Investment Partners January 2010 - Present
Ameriprise Advisor Services, Inc. November 2008 - February 2010
H & R Block Financial Advisors 1999 - 2008
Education
Michigan State University 1988 — 1992
BS in Financial Administration
Frederick G. Heimrod Frederick G. Heimrod's H & R Block Financial Advisors Experience January 2001 - January 2004
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Advisor Services Inc. December 2008 - October 2009
H & R Block Financial Services May 2004 - December 2008
H & R Block Financial Advisors January 2001 - January 2004
H & R Block Financial Advisors January 2000 - January 2001
H & R Block Financial Advisors December 1999 - January 2000
Olde Financial Corporation August 1991 - December 1999
Skills
Retirement Planning, Series 7, Mutual Funds, Finance, Financial Planning, Wealth Management, Leadership, Estate Planning, Series 63, Investments
Education
University of Nebraska at Omaha 1986 — 1988
BBA with a, Finance
Westside High School 1973 — 1976
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Advisor Services Inc. December 2008 - October 2009
H & R Block Financial Services May 2004 - December 2008
H & R Block Financial Advisors January 2001 - January 2004
H & R Block Financial Advisors January 2000 - January 2001
H & R Block Financial Advisors December 1999 - January 2000
Olde Financial Corporation August 1991 - December 1999
Skills
Retirement Planning, Series 7, Mutual Funds, Finance, Financial Planning, Wealth Management, Leadership, Estate Planning, Series 63, Investments
Education
University of Nebraska at Omaha 1986 — 1988
BBA with a, Finance
Westside High School 1973 — 1976
Jon McAleney Jon McAleney's H & R Block Financial Advisors Experience January 2007 - September 2010
Job President at McAleney Wealth Management LLC
Industry Financial Services
Experience
McAleney Wealth Management, LLC September 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2010
H & R Block Financial Advisors January 2007 - September 2010
Janney Montgomery Scott November 1999 - January 2007
Skills
Securities, Investment Advisory, Financial Analysis, Retirement, Investments, Wealth Management, Portfolio Management, Investment Properties, Finance, Strategic Financial..., Retirement Planning, FINRA, Mutual Funds, Fixed Annuities, Banking, Series 7, Small Business, Credit, Insurance, Asset Management, Series 63, Strategy, Estate Planning, Life Insurance, Customer Service
Education
University of South Carolina-Columbia 1979 — 1983
BA, Education
McAleney Wealth Management, LLC September 2010 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2010
H & R Block Financial Advisors January 2007 - September 2010
Janney Montgomery Scott November 1999 - January 2007
Skills
Securities, Investment Advisory, Financial Analysis, Retirement, Investments, Wealth Management, Portfolio Management, Investment Properties, Finance, Strategic Financial..., Retirement Planning, FINRA, Mutual Funds, Fixed Annuities, Banking, Series 7, Small Business, Credit, Insurance, Asset Management, Series 63, Strategy, Estate Planning, Life Insurance, Customer Service
Education
University of South Carolina-Columbia 1979 — 1983
BA, Education
James Quiat James Quiat's H & R Block Financial Advisors Experience May 2005 - October 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
H & R Block Financial Advisors May 2005 - October 2009
Education
University of California, Los Angeles 1971 — 1976
BA, Political Science
Ameriprise Financial October 2009 - Present
H & R Block Financial Advisors May 2005 - October 2009
Education
University of California, Los Angeles 1971 — 1976
BA, Political Science
Tim Farris Tim Farris's H & R Block Financial Advisors Experience January 2001 - November 2008
Job Group Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
Anne Vieyra Anne Vieyra's H & R Block Financial Advisors Experience September 2004 - May 2005
Job Adjunct Professor of Anthropology
Industry Higher Education
Experience
Triton College June 2015 - Present
Federal Reserve Bank of New York March 2014 - January 2015
9/11 Memorial and Museum June 2013 - December 2013
Brooklyn Museum January 2013 - May 2013
The University of Texas at San Antonio September 2010 - June 2012
USAA June 2007 - February 2008
Southwest High School January 2007 - June 2007
United High School August 2005 - December 2006
H & R Block Financial Advisors September 2004 - May 2005
JPMorgan Chase & Co. October 2003 - September 2004
Skills
Museums, Museum Education, Museum Collections, Museum Planning, Educational Outreach, Anthropology, Social Sciences, Cultural Anthropology, Research, Qualitative Research, Community Outreach, Public Outreach, Art Education, Teaching, Public Speaking, Program Management, Higher Education, History, Art History, Archival Research, Spanish, Nonprofits, Curating, Grant Writing, Social Media, Editing, Texas colonial..., Archaeology, Photoshop, Strategic Planning, Series 7
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Museum Anthropology
The University of Texas at San Antonio 2010 — 2011
B.A., Anthropology
Texas State University-San Marcos 1992 — 1996
B.A., History
Triton College June 2015 - Present
Federal Reserve Bank of New York March 2014 - January 2015
9/11 Memorial and Museum June 2013 - December 2013
Brooklyn Museum January 2013 - May 2013
The University of Texas at San Antonio September 2010 - June 2012
USAA June 2007 - February 2008
Southwest High School January 2007 - June 2007
United High School August 2005 - December 2006
H & R Block Financial Advisors September 2004 - May 2005
JPMorgan Chase & Co. October 2003 - September 2004
Skills
Museums, Museum Education, Museum Collections, Museum Planning, Educational Outreach, Anthropology, Social Sciences, Cultural Anthropology, Research, Qualitative Research, Community Outreach, Public Outreach, Art Education, Teaching, Public Speaking, Program Management, Higher Education, History, Art History, Archival Research, Spanish, Nonprofits, Curating, Grant Writing, Social Media, Editing, Texas colonial..., Archaeology, Photoshop, Strategic Planning, Series 7
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Museum Anthropology
The University of Texas at San Antonio 2010 — 2011
B.A., Anthropology
Texas State University-San Marcos 1992 — 1996
B.A., History
Adrien Forbes Adrien Forbes's H & R Block Financial Advisors Experience April 2001 - November 2001
Job Independent Financial Consultant
Industry Financial Services
Experience
Town of Berwyn Heights July 2002 - Present
Personal Money Management April 2002 - Present
H & R Block Financial Advisors April 2001 - November 2001
Riggs Bank, N.A. September 1997 - April 2001
Skills
Strategic Planning, Public Speaking, Customer Service, Leadership, Microsoft Office, Investments, Financial Planning, Marketing, Finance, Credit, Management, Financial Analysis, Program Management, CRM, Fundraising, Leadership Development, Selling, Portfolio Management
Education
North Carolina Agricultural and Technical State University 1983 — 1991
B.S., Accounting
Ayden-Grifton High School 1979 — 1983
Town of Berwyn Heights July 2002 - Present
Personal Money Management April 2002 - Present
H & R Block Financial Advisors April 2001 - November 2001
Riggs Bank, N.A. September 1997 - April 2001
Skills
Strategic Planning, Public Speaking, Customer Service, Leadership, Microsoft Office, Investments, Financial Planning, Marketing, Finance, Credit, Management, Financial Analysis, Program Management, CRM, Fundraising, Leadership Development, Selling, Portfolio Management
Education
North Carolina Agricultural and Technical State University 1983 — 1991
B.S., Accounting
Ayden-Grifton High School 1979 — 1983
Chris Rebman Chris Rebman's H & R Block Financial Advisors Experience August 1994 - March 2007
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
Rita Young Bantom Rita Young Bantom's H & R Block Financial Advisors Experience July 1998 - June 2000
Job Human Resources Director ICPSR at University of Michigan
Industry Education Management
Experience
University of Michigan November 2001 - Present
Watson Wyatt June 2000 - October 2001
H & R Block Financial Advisors July 1998 - June 2000
Aon Consulting August 1997 - August 1998
Bank One September 1989 - July 1997
Skills
HRIS, Resume Writing, Career Development, New Hire Orientations, Performance Management, Human Resources, Labor Relations, Career Counseling, Team Building, HR Policies, Change Management, Deferred Compensation, Organizational..., College Recruiting, Conflict Resolution, Employment Law, Benefits Administration, Training, Leadership, Interviews, Personnel Management, Public Speaking, Employee Training, Employee Benefits, Executive Coaching, Organizational Design, Staff Development, Workshop Facilitation, Policy
Education
Central Michigan University
MSA, Human Resources
Oakland University
BA, Psychology & Communications
Taylor
University of Michigan November 2001 - Present
Watson Wyatt June 2000 - October 2001
H & R Block Financial Advisors July 1998 - June 2000
Aon Consulting August 1997 - August 1998
Bank One September 1989 - July 1997
Skills
HRIS, Resume Writing, Career Development, New Hire Orientations, Performance Management, Human Resources, Labor Relations, Career Counseling, Team Building, HR Policies, Change Management, Deferred Compensation, Organizational..., College Recruiting, Conflict Resolution, Employment Law, Benefits Administration, Training, Leadership, Interviews, Personnel Management, Public Speaking, Employee Training, Employee Benefits, Executive Coaching, Organizational Design, Staff Development, Workshop Facilitation, Policy
Education
Central Michigan University
MSA, Human Resources
Oakland University
BA, Psychology & Communications
Taylor
Robert Owings, J.D., CFP® Robert Owings, J.D., CFP®'s H & R Block Financial Advisors Experience January 1996 - January 2001
Job Client Advisor
Industry Financial Services
Experience
SunTrust March 2015 - Present
Wells Fargo July 2013 - February 2015
PNC June 2011 - July 2013
PNC BANK September 2007 - June 2011
PNC INVESTMENTS/MERCANTILE BROKERAGE SERVICES December 2004 - September 2007
BB&T BANK December 2002 - December 2004
GRUNTAL & CO January 2001 - January 2002
H & R BLOCK FINANCIAL ADVISORS January 1996 - January 2001
Skills
Corporate Finance, Estate Planning, Wealth Management, Investments, Retirement Planning, Trust Services, Portfolio Management, Asset Allocation, Strategic Financial..., High Net Worth..., Investment Strategies, Asset Managment, Asset Management, Banking, Finance, Financial Advisory, Series 63, Wealth, Wealth Management..., Financial Planning, Credit
Education
University of Maryland School of Law 2006 — 2010
J.D, 2010
Towson University 1991 — 1996
B.A, 1996; Business Administration and French
SunTrust March 2015 - Present
Wells Fargo July 2013 - February 2015
PNC June 2011 - July 2013
PNC BANK September 2007 - June 2011
PNC INVESTMENTS/MERCANTILE BROKERAGE SERVICES December 2004 - September 2007
BB&T BANK December 2002 - December 2004
GRUNTAL & CO January 2001 - January 2002
H & R BLOCK FINANCIAL ADVISORS January 1996 - January 2001
Skills
Corporate Finance, Estate Planning, Wealth Management, Investments, Retirement Planning, Trust Services, Portfolio Management, Asset Allocation, Strategic Financial..., High Net Worth..., Investment Strategies, Asset Managment, Asset Management, Banking, Finance, Financial Advisory, Series 63, Wealth, Wealth Management..., Financial Planning, Credit
Education
University of Maryland School of Law 2006 — 2010
J.D, 2010
Towson University 1991 — 1996
B.A, 1996; Business Administration and French
Eric Neubecker CFP(R) Eric Neubecker CFP(R)'s H & R Block Financial Advisors Experience 1999 - 2008
Job Financial Advisor | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
H & R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1994 - 1999
Education
University of Michigan-Dearborn 1989 — 1994
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. 2008 - Present
H & R Block Financial Advisors 1999 - 2008
Olde Discount Stockbrokers 1994 - 1999
Education
University of Michigan-Dearborn 1989 — 1994
Bachelor's Degree, Economics
Joy Yagman Joy Yagman's H & R Block Financial Advisors Experience January 2000 - April 2004
Job Case Manager at Neighborhood Coalition for Shelter
Industry Individual & Family Services
Experience
Neighborhood Coalition for Shelter March 2013 - Present
DFTA May 2012 - June 2014
Civil Court (Housing Part) 2012 - 2013
Alzheimer's Association, New York City Chapter May 2012 - July 2012
Medicare Rights Center 2010 - 2011
JASA (Jewish Association Serving the Aging) 2006 - 2010
Catholic Family Center 2004 - 2005
H & R Block Financial Advisors January 2000 - April 2004
Compeer, Inc. 2004 - 2004
St. John's Home 2004 - 2004
Skills
Counseling, Advocacy, Case Management, Medicare, Elder Care, Social Services, Mental Health, Healthcare, Health Insurance, Non-profits, Community Outreach, Customer Service, Customer Relations, Adults, Teaching, Problem Solving, Client Services, active listening, interpersonal..., geriatrics, Interviewing, Medicaid, Geriatrics, Alzheimer's disease, Alzheimer's Care, Case Managment, Interpersonal..., Interviews, Home Care, Crisis Intervention, Nonprofits, Seniors, Healthcare Management, Patient Advocacy, Behavioral Health, Counseling Psychology, Mental Health Counseling, Grief Counseling, Gerontology, Caregiving, Motivational..., Compassion, Group Therapy
Education
Saint John Fisher College 2002 — 2003
Gerontology Certificate
Cleveland State University 1976 — 1979
Masters of Education, Counseling
Stony Brook University 1972 — 1972
Education
State University of New York at Binghamton 1968 — 1972
Bachelor of Arts, History; French
Encore- Coming of Age series
Neighborhood Coalition for Shelter March 2013 - Present
DFTA May 2012 - June 2014
Civil Court (Housing Part) 2012 - 2013
Alzheimer's Association, New York City Chapter May 2012 - July 2012
Medicare Rights Center 2010 - 2011
JASA (Jewish Association Serving the Aging) 2006 - 2010
Catholic Family Center 2004 - 2005
H & R Block Financial Advisors January 2000 - April 2004
Compeer, Inc. 2004 - 2004
St. John's Home 2004 - 2004
Skills
Counseling, Advocacy, Case Management, Medicare, Elder Care, Social Services, Mental Health, Healthcare, Health Insurance, Non-profits, Community Outreach, Customer Service, Customer Relations, Adults, Teaching, Problem Solving, Client Services, active listening, interpersonal..., geriatrics, Interviewing, Medicaid, Geriatrics, Alzheimer's disease, Alzheimer's Care, Case Managment, Interpersonal..., Interviews, Home Care, Crisis Intervention, Nonprofits, Seniors, Healthcare Management, Patient Advocacy, Behavioral Health, Counseling Psychology, Mental Health Counseling, Grief Counseling, Gerontology, Caregiving, Motivational..., Compassion, Group Therapy
Education
Saint John Fisher College 2002 — 2003
Gerontology Certificate
Cleveland State University 1976 — 1979
Masters of Education, Counseling
Stony Brook University 1972 — 1972
Education
State University of New York at Binghamton 1968 — 1972
Bachelor of Arts, History; French
Encore- Coming of Age series
Keith Krause Keith Krause's H & R Block Financial Advisors Experience February 2002 - April 2006
Job Registered Principal, Krause Investment Group
Industry Financial Services
Experience
Krause Investment Group October 2012 - Present
Fleet 5 Chicago April 2002 - Present
Raymond James Financial Services April 2006 - October 2012
H & R Block Financial Advisors February 2002 - April 2006
OLDE Discount Corp. January 1999 - February 2002
Skills
Investments, Retirement Planning, Asset Allocation, Securities, Financial Planners, Series 65, FINRA, ETFs, Series 7, Finance, Investment Advisory, Mutual Funds, 401k, Bonds, Uniform Combined State..., Team Building, Wealth Management, Investment Management, Series 63, Fixed Annuities, Financial Advisory, Strategic Financial..., Asset Management, Series 24, Equities, Marketing, Financial Planning
Education
DePaul University 2000 — 2005
B.A., Marketing
LaLumiere School 1991 — 1994
Diploma, General
Krause Investment Group October 2012 - Present
Fleet 5 Chicago April 2002 - Present
Raymond James Financial Services April 2006 - October 2012
H & R Block Financial Advisors February 2002 - April 2006
OLDE Discount Corp. January 1999 - February 2002
Skills
Investments, Retirement Planning, Asset Allocation, Securities, Financial Planners, Series 65, FINRA, ETFs, Series 7, Finance, Investment Advisory, Mutual Funds, 401k, Bonds, Uniform Combined State..., Team Building, Wealth Management, Investment Management, Series 63, Fixed Annuities, Financial Advisory, Strategic Financial..., Asset Management, Series 24, Equities, Marketing, Financial Planning
Education
DePaul University 2000 — 2005
B.A., Marketing
LaLumiere School 1991 — 1994
Diploma, General
Violeta Golematis's H & R Block Financial Advisors Experience April 2008 - November 2008
Job Director of Treasury at Universal Truckload Services
Industry Transportation/Trucking/Railroad
Experience
Universal Truckload Services December 2008 - Present
H & R Block Financial Advisors April 2008 - November 2008
Hantz Financial November 2003 - April 2008
Skills
Accounting, Financial Reporting, Access, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Financial Analysis, Accounts Receivable, Forecasting, Risk Management, Financial Modeling, Budgets, System Administration, Customer Service, Payroll, Strategic Planning, Auditing, Finance, Operations Management, Leadership, Management, Inventory Management, Time Management, Training, Logistics, Analysis, Administration, Pricing
Education
Wayne State University
Master's of Science in Taxation, Accounting/Taxation/Business Management
Wayne State University 2001 — 2003
Bachelor's of Science Degree in Business Administration, Major in Accounting
Henry Ford Community College 1998 — 2000
Associate's Degree in Business & Associate's Degree in Liberal Arts, Concentration in Accounting & Business Management
Universal Truckload Services December 2008 - Present
H & R Block Financial Advisors April 2008 - November 2008
Hantz Financial November 2003 - April 2008
Skills
Accounting, Financial Reporting, Access, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Financial Analysis, Accounts Receivable, Forecasting, Risk Management, Financial Modeling, Budgets, System Administration, Customer Service, Payroll, Strategic Planning, Auditing, Finance, Operations Management, Leadership, Management, Inventory Management, Time Management, Training, Logistics, Analysis, Administration, Pricing
Education
Wayne State University
Master's of Science in Taxation, Accounting/Taxation/Business Management
Wayne State University 2001 — 2003
Bachelor's of Science Degree in Business Administration, Major in Accounting
Henry Ford Community College 1998 — 2000
Associate's Degree in Business & Associate's Degree in Liberal Arts, Concentration in Accounting & Business Management
Chase Frederick, ChFC Chase Frederick, ChFC's H & R Block Financial Advisors Experience 1998 - 2002
Job Manager, Consultant Strategy and Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2006 - Present
State Farm Insurance 2002 - 2006
H & R Block Financial Advisors 1998 - 2002
Skills
Retirement, Investments, Change Management, Series 63, Financial Services, ChFC, Motivational Speaking, Public Speaking, Six Sigma, Series 6, Lean Sigma, Visionary Thinking, Smokehouse BBQ, Leadership, Team Management, Strategic Planning, Financial Markets, Financial Planning, Management, Process Improvement, Team Leadership, Customer Service, Sales, Team Building, Strategy, Finance, Analysis
Education
The American College 2004 — 2005
Chartered Financial Consultant (ChFC)
James Madison University - College of Business 1994 — 1998
BBA, International Business and Economics
TIAA-CREF September 2006 - Present
State Farm Insurance 2002 - 2006
H & R Block Financial Advisors 1998 - 2002
Skills
Retirement, Investments, Change Management, Series 63, Financial Services, ChFC, Motivational Speaking, Public Speaking, Six Sigma, Series 6, Lean Sigma, Visionary Thinking, Smokehouse BBQ, Leadership, Team Management, Strategic Planning, Financial Markets, Financial Planning, Management, Process Improvement, Team Leadership, Customer Service, Sales, Team Building, Strategy, Finance, Analysis
Education
The American College 2004 — 2005
Chartered Financial Consultant (ChFC)
James Madison University - College of Business 1994 — 1998
BBA, International Business and Economics
Richard McQueen Richard McQueen's H & R Block Financial Advisors Experience January 2000 - January 2002
Job Owner of Xtreme Barware
Industry Restaurants
Experience
XtremeBarware.com July 2006 - Present
John Hancock Funds January 2002 - February 2006
H & R Block Financial Advisors January 2000 - January 2002
Skills
Social Media, Social Media Marketing, Sales, Strategic Planning, Customer Service
Education
University of Tennessee-Knoxville - College of Business Administration 1996 — 2000
Bachelor of Science in Business Administration, Finance
XtremeBarware.com July 2006 - Present
John Hancock Funds January 2002 - February 2006
H & R Block Financial Advisors January 2000 - January 2002
Skills
Social Media, Social Media Marketing, Sales, Strategic Planning, Customer Service
Education
University of Tennessee-Knoxville - College of Business Administration 1996 — 2000
Bachelor of Science in Business Administration, Finance
Mindy Corporon Mindy Corporon's H & R Block Financial Advisors Experience May 2003 - September 2007
Job Mentee 2010 2014, Fellow 2014 present at HEMP: Helzberg Entrepreneurial Mentoring Program
Industry Financial Services
Experience
HEMP: Helzberg Entrepreneurial Mentoring Program September 2010 - Present
Faith Always Wins Foundation November 2014 - Present
Boyer & Corporon Wealth Management, LLC September 2007 - Present
Donald H. Chisholm Planned Giving Council for the Children's Mercy Hospitals and Clinics 2012 - 2014
Blue Valley Education Foundation 2011 - 2014
Community Foundation of Johnson County 2010 - 2014
Charles Schwab 2007 - 2014
H & R Block Financial Advisors May 2003 - September 2007
PaineWebber July 1994 - May 2003
Skills
Financial Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Team Leadership, Entrepreneurship, Philanthropy, Boy Scouts, Financial Risk
Education
University of Oklahoma 1986 — 1990
Bachelor of Arts, Communication
Marlow High School 1983 — 1986
HEMP: Helzberg Entrepreneurial Mentoring Program September 2010 - Present
Faith Always Wins Foundation November 2014 - Present
Boyer & Corporon Wealth Management, LLC September 2007 - Present
Donald H. Chisholm Planned Giving Council for the Children's Mercy Hospitals and Clinics 2012 - 2014
Blue Valley Education Foundation 2011 - 2014
Community Foundation of Johnson County 2010 - 2014
Charles Schwab 2007 - 2014
H & R Block Financial Advisors May 2003 - September 2007
PaineWebber July 1994 - May 2003
Skills
Financial Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Team Leadership, Entrepreneurship, Philanthropy, Boy Scouts, Financial Risk
Education
University of Oklahoma 1986 — 1990
Bachelor of Arts, Communication
Marlow High School 1983 — 1986
Ben Venturo, CERTIFIED FINANCIAL PLANNER®'s H & R Block Financial Advisors Experience 2000 - 2007
Job Account Executive, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Kathleen Tanner's H & R Block Financial Advisors Experience April 2007 - October 2008
Job Director Program Management at Truven Health Analytics
Industry Information Technology and Services
Experience
Truven Health Analytics January 2015 - Present
Truven Health Analytics June 2012 - December 2014
Thomson Reuters January 2010 - June 2012
Ameriprise Financial October 2008 - January 2010
H & R Block Financial Advisors April 2007 - October 2008
Pcubed 2006 - 2007
Fry 2004 - 2006
EDS, an HP company 1992 - 2004
Skills
SDLC, PMP, Cross-functional Team..., Software Project..., Account Management, PMO, SaaS, E-commerce, Integration, Program Management, Agile Methodologies, Project Management, Management, Business Process, Business Analysis, Process Improvement, Vendor Management, Leadership
Education
Georgetown Visitation
Oakland University
Bachelor of Science, Business
University of Washington
Truven Health Analytics January 2015 - Present
Truven Health Analytics June 2012 - December 2014
Thomson Reuters January 2010 - June 2012
Ameriprise Financial October 2008 - January 2010
H & R Block Financial Advisors April 2007 - October 2008
Pcubed 2006 - 2007
Fry 2004 - 2006
EDS, an HP company 1992 - 2004
Skills
SDLC, PMP, Cross-functional Team..., Software Project..., Account Management, PMO, SaaS, E-commerce, Integration, Program Management, Agile Methodologies, Project Management, Management, Business Process, Business Analysis, Process Improvement, Vendor Management, Leadership
Education
Georgetown Visitation
Oakland University
Bachelor of Science, Business
University of Washington
Stannard Stefanie's H & R Block Financial Advisors Experience November 2005 - March 2007
Job Supervisory Manager at JP Morgan
Industry Investment Management
Experience
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
Benjamin Burgeson's H & R Block Financial Advisors Experience 1991 - 2006
Job New England Financial
Industry Financial Services
Experience
New England Financial October 2006 - Present
H & R Block Financial Advisors 1991 - 2006
Education
Texas State University 1978 — 1980
Drama, Physchology
New England Financial October 2006 - Present
H & R Block Financial Advisors 1991 - 2006
Education
Texas State University 1978 — 1980
Drama, Physchology
Beverlee Alberico's H & R Block Financial Advisors Experience 1997 - 2001
Job Retired
Industry Construction
Experience
Construction Safety Council October 2002 - June 2014
Quick & Reilly 2001 - 2002
University of Nevada Las Vegas 2001 - 2002
H & R Block Financial Advisors 1997 - 2001
Mother McAuley High School 1983 - 1996
Skills
Risk Management, Strategic Planning, Public Speaking, Team Building, Budgets, Customer Service, Microsoft Office, Microsoft Word, Staff Development, PowerPoint, Program Management, Project Management, Management, Nonprofits
Education
Loyola University of Chicago
B.S., Primary Education
Northeastern Illinois University
M.A., Teaching Mathematics
Saint Xavier University
M.B.A., Finance, General
Construction Safety Council October 2002 - June 2014
Quick & Reilly 2001 - 2002
University of Nevada Las Vegas 2001 - 2002
H & R Block Financial Advisors 1997 - 2001
Mother McAuley High School 1983 - 1996
Skills
Risk Management, Strategic Planning, Public Speaking, Team Building, Budgets, Customer Service, Microsoft Office, Microsoft Word, Staff Development, PowerPoint, Program Management, Project Management, Management, Nonprofits
Education
Loyola University of Chicago
B.S., Primary Education
Northeastern Illinois University
M.A., Teaching Mathematics
Saint Xavier University
M.B.A., Finance, General
Christopher K. Lutzel's H & R Block Financial Advisors Experience May 2004 - October 2004
Job Financial Advisor at Grand Canyon Planning Associates
Industry Financial Services
Experience
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Chris Neu, EA's H & R Block Financial Advisors Experience May 2007 - October 2008
Job Principal at Neu DeRaad Tax & Accounting, Partner at Dunncreek Advisors LLC
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Dora Hamilton's H & R Block Financial Advisors Experience December 1998 - March 2003
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. December 2003 - March 2011
H & R Block Financial Advisors December 1998 - March 2003
ABN AMRO June 1996 - December 1998
Skills
Fixed Annuities, Series 7, Series 63, Process Improvement, Variable Annuities, Life & Health Insurance..., Emotional Intelligence, Change Management, Project Management, Building Relationships, Lean Operations, Quality Assurance
Education
Davenport University
Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. December 2003 - March 2011
H & R Block Financial Advisors December 1998 - March 2003
ABN AMRO June 1996 - December 1998
Skills
Fixed Annuities, Series 7, Series 63, Process Improvement, Variable Annuities, Life & Health Insurance..., Emotional Intelligence, Change Management, Project Management, Building Relationships, Lean Operations, Quality Assurance
Education
Davenport University
Finance
Ferdenia (Deena) Porter's H & R Block Financial Advisors Experience 1986 - 2009
Job Owner at Sweet Deena's Delights, LLC
Industry Financial Services
Experience
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
Sweet Deena's Delights, LLC April 2010 - Present
Ameriprise Financial Services, Inc. October 1986 - October 2010
H&R Block Financial Advisors, Inc. October 1986 - October 2009
H & R Block Financial Advisors 1986 - 2009
Skills
Adaptation, Retirement, Microsoft Office, Customer Service, Customer Relations, Excel, Problem Solving, Outlook, PowerPoint, Word, Mentoring, Supervisory Skills
Education
University of Phoenix 2011 — 2014
Bachelor, Marketing
Specs Howard School of Broadcasting 1999 — 2000
Certificate of Completion, Concentration in Radio Broadcasting
Jonathan Zweifel's H & R Block Financial Advisors Experience February 1999 - July 2006
Job Senior Vice President, Investments at SagePoint Financial Advisors
Industry Financial Services
Experience
SagePoint Financial, Inc July 2006 - Present
H & R Block Financial Advisors February 1999 - July 2006
Skills
Financial Analysis, 401k Rollovers, Series 7, Retirement Planning, Series 65, Investment Advisory, College Savings Plans, Series 63, Wealth Management..., Wealth Management, Certified Financial...
Education
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Finance, minor russian
SagePoint Financial, Inc July 2006 - Present
H & R Block Financial Advisors February 1999 - July 2006
Skills
Financial Analysis, 401k Rollovers, Series 7, Retirement Planning, Series 65, Investment Advisory, College Savings Plans, Series 63, Wealth Management..., Wealth Management, Certified Financial...
Education
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Finance, minor russian
Tana von Achen Ahlen's H & R Block Financial Advisors Experience May 2005 - August 2008
Job CFP®/APMA®/Financial Advisor/AVP @ McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial 2008 - Present
Eudora Chamber of Commerce 2000 - 2013
H & R Block Financial Advisors May 2005 - August 2008
Morgan Stanley Dean Witter July 1985 - May 2005
Education
College for Financial Planning 1990 — 1991
CFP®, Financial Planning and Services
Baker University 1970 — 1975
BA, Business, Economics, German
Ameriprise Financial Services, Inc. August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial 2008 - Present
Eudora Chamber of Commerce 2000 - 2013
H & R Block Financial Advisors May 2005 - August 2008
Morgan Stanley Dean Witter July 1985 - May 2005
Education
College for Financial Planning 1990 — 1991
CFP®, Financial Planning and Services
Baker University 1970 — 1975
BA, Business, Economics, German
Jack Edelman D.C.'s H & R Block Financial Advisors Experience 1998 - 2001
Job Financial Advisor at Los Angeles Firemen's Credit Union
Industry Financial Services
Experience
Los Angeles Firemen's Credit Union August 2007 - Present
INDEPENDENT FINANCIAL MARKETING GROUP 2006 - 2007
WM FINANCIAL SERVICES 2005 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2005
H & R BLOCK FINANCIAL ADVISORS 1998 - 2001
CHIROPRACTIC HEALTH CLINIC 1993 - 1998
Skills
Direct Sales, Inside Sales, Sales Process, Clinical Supervision, Clinics, Case Management, Case Analysis, Medical, Orthopedics
Education
Cleveland Chiropractic College 1990 — 1993
D.C., Physiology
University of California, Berkeley 1983 — 1987
BA
Los Angeles Firemen's Credit Union August 2007 - Present
INDEPENDENT FINANCIAL MARKETING GROUP 2006 - 2007
WM FINANCIAL SERVICES 2005 - 2006
A.G. Edwards & Sons, Inc. 2001 - 2005
H & R BLOCK FINANCIAL ADVISORS 1998 - 2001
CHIROPRACTIC HEALTH CLINIC 1993 - 1998
Skills
Direct Sales, Inside Sales, Sales Process, Clinical Supervision, Clinics, Case Management, Case Analysis, Medical, Orthopedics
Education
Cleveland Chiropractic College 1990 — 1993
D.C., Physiology
University of California, Berkeley 1983 — 1987
BA
Charles Wurster's H & R Block Financial Advisors Experience May 1996 - January 2002
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Merrill Lynch Wealth Management July 2011 - Present
UBS Financial Services January 2002 - June 2011
H & R Block Financial Advisors May 1996 - January 2002
Skills
Cross-functional Team..., Equities, Finance, Financial Analysis, Investments, Portfolio Management, Series 7
Education
Northern Illinois University 1993 — 1996
Bachelor of Science, Finance
Lawrence Grammatico's H & R Block Financial Advisors Experience July 1996 - February 2005
Job Producer at TDECU Insurance Agency
Industry Insurance
Experience
TDECU Insurance Agency February 2014 - Present
GIG December 2010 - February 2014
Combined Insurance July 2012 - April 2013
Administaff July 2007 - February 2010
MetLife Resources March 2005 - July 2007
H & R Block Financial Advisors July 1996 - February 2005
Education
Arizona State University 1994 — 1996
Bachelor of Science, Economics
Mesa Community College
TDECU Insurance Agency February 2014 - Present
GIG December 2010 - February 2014
Combined Insurance July 2012 - April 2013
Administaff July 2007 - February 2010
MetLife Resources March 2005 - July 2007
H & R Block Financial Advisors July 1996 - February 2005
Education
Arizona State University 1994 — 1996
Bachelor of Science, Economics
Mesa Community College
Jennifer Stickler's H & R Block Financial Advisors Experience January 2000 - June 2006
Job Financial Advisor/Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2006 - Present
H & R Block Financial Advisors January 2000 - June 2006
Olde Discount January 1995 - January 2000
Skills
Investments, Mutual Funds, Insurance, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, FINRA, Securities, Bonds, Stocks, Analysis, Financial Planners, Financial Markets, Fixed Annuities, Finance, Financial Advisory, Accounting, Series 7, Alternative Investments, 401k, Customer Service, Series 24, Financial Planning
Education
Quincy University 1993 — 1995
B.S., Finance
John Wood Community College 1991 — 1992
Associates, Business Management
Raymond James Financial Services, Inc. June 2006 - Present
H & R Block Financial Advisors January 2000 - June 2006
Olde Discount January 1995 - January 2000
Skills
Investments, Mutual Funds, Insurance, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, FINRA, Securities, Bonds, Stocks, Analysis, Financial Planners, Financial Markets, Fixed Annuities, Finance, Financial Advisory, Accounting, Series 7, Alternative Investments, 401k, Customer Service, Series 24, Financial Planning
Education
Quincy University 1993 — 1995
B.S., Finance
John Wood Community College 1991 — 1992
Associates, Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY