H. Beck, Inc.
Industry: Company
DescriptionFounded: 1954 Parent organization: Kestra Financial, Inc.
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H. Beck, Inc. Employees
Employee
Years
Job
Industry
Laura Cooley Laura Cooley's H. Beck, Inc. Experience February 2009 - November 2011
Job Financial Advisor guiding busy families on the path to becoming financially fearless
Industry Financial Services
Experience
Cooley Capital Management, LLC November 2012 - Present
H. Beck, Inc. February 2009 - November 2011
NEXT Financial Group/ The Financial Guys, LLC February 2007 - December 2008
Skills
Investments, Personal Insurance, Cash Flow and Budgeting, Personal Finance, Retirement Planning, College Savings Plans
Education
State University of New York at Buffalo 2001 — 2004
Bachelor of Science (BS), Business Administration
Erie Community College 1999 — 2001
Associate's degree, Office Management
Cooley Capital Management, LLC November 2012 - Present
H. Beck, Inc. February 2009 - November 2011
NEXT Financial Group/ The Financial Guys, LLC February 2007 - December 2008
Skills
Investments, Personal Insurance, Cash Flow and Budgeting, Personal Finance, Retirement Planning, College Savings Plans
Education
State University of New York at Buffalo 2001 — 2004
Bachelor of Science (BS), Business Administration
Erie Community College 1999 — 2001
Associate's degree, Office Management
Maria Eugenia Melandri Maria Eugenia Melandri's H. Beck, Inc. Experience July 2014 - Present
Job AP/AR Specialist at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. July 2014 - Present
Pearson March 2013 - April 2014
Organization of American States June 2013 - September 2013
University of Maryland August 2012 - May 2013
Roxsan Day Spa April 2010 - August 2011
Skills
Typing (73 w.p.m), Proficient with..., Microsoft Excel, Time Management, Customer Service, Budgets, Accounts Receivable, Finance, Account Reconciliation, Access, Management
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Part Time - MBA Candidate
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
H. Beck, Inc. July 2014 - Present
Pearson March 2013 - April 2014
Organization of American States June 2013 - September 2013
University of Maryland August 2012 - May 2013
Roxsan Day Spa April 2010 - August 2011
Skills
Typing (73 w.p.m), Proficient with..., Microsoft Excel, Time Management, Customer Service, Budgets, Accounts Receivable, Finance, Account Reconciliation, Access, Management
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Part Time - MBA Candidate
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jackie Karamzadeh Jackie Karamzadeh's H. Beck, Inc. Experience March 2015 - Present
Job Investment Operations Manager/Supervision Principal
Industry Financial Services
Experience
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
Joe Campisi, EA, CFP®, CWPP™, CAPP™'s H. Beck, Inc. Experience 2002 - Present
Job Founder/CoOwner, Campisi Financial Network LLC • Creator, Facts of Life Experience® • Mentor/Consultant to advisors
Industry Financial Services
Experience
H. Beck, Inc. 2002 - Present
Campisi Financial Network LLC 2001 - Present
Campisi & Campisi, Inc. January 1991 - Present
Skills
Financial Planning, Securities, Financial Advisory, Tax, Retirement Planning, Estate Planning, Insurance, Mutual Funds, Investments, Coaching, Annuities, Wealth Management, Strategic Financial..., Finance, Asset Management, Wealth, Investment Strategies, Series 6, Fixed Annuities, Asset Allocation, Accounting, 401k, Series 63, Financial Planners, Series 7, Portfolio Management, Investment Advisory, Retirement
Education
Temple University - Fox School of Business and Management 1974 — 1976
Bachelors of Business Administration, Accounting
H. Beck, Inc. 2002 - Present
Campisi Financial Network LLC 2001 - Present
Campisi & Campisi, Inc. January 1991 - Present
Skills
Financial Planning, Securities, Financial Advisory, Tax, Retirement Planning, Estate Planning, Insurance, Mutual Funds, Investments, Coaching, Annuities, Wealth Management, Strategic Financial..., Finance, Asset Management, Wealth, Investment Strategies, Series 6, Fixed Annuities, Asset Allocation, Accounting, 401k, Series 63, Financial Planners, Series 7, Portfolio Management, Investment Advisory, Retirement
Education
Temple University - Fox School of Business and Management 1974 — 1976
Bachelors of Business Administration, Accounting
Kelsey Ruegger's H. Beck, Inc. Experience January 2012 - September 2012
Job Global Marketing Associate at Abbott
Industry Hospital & Health Care
Experience
Abbott January 2015 - Present
Sony Pictures Entertainment August 2014 - December 2014
DIRECTV May 2014 - August 2014
TheHomeMag September 2012 - December 2013
Clear Channel Communications- (102.7 KIIS FM, 103.5 KOST FM, ALT 98.7, MY FM 104.3, K-EARTH 101) January 2013 - June 2013
H. Beck, Inc. January 2012 - September 2012
Law Offices of Darryl C. Sheetz May 2010 - August 2010
Skills
Social Media Marketing, Marketing, Entertainment, Advertising, Business Analytics, Event Planning, Affiliate Marketing, Photoshop, Project Management, Microsoft Excel, Leadership, Sales, Media Relations, Editing, Event Management, Press Releases, Microsoft Word, WordPress, PowerPoint, Teamwork, Public Relations, Research, Social Media, Customer Service, Redtail, Investigo, Bloomberg Terminal, Radio Broadcasting, Marketing Event Planning, Critical Thinking, VOD, Social Networking, Microsoft Office, Facebook, Public Speaking, Management, Television, Strategy
Education
Chapman University 2011 — 2015
Bachelor of Arts (BA), Business Administration; Marketing Emphasis
City University London 2014 — 2014
Bachelor of Business Administration (BBA), International Business Marketing
Mater Dei High School 2007 — 2011
Abbott January 2015 - Present
Sony Pictures Entertainment August 2014 - December 2014
DIRECTV May 2014 - August 2014
TheHomeMag September 2012 - December 2013
Clear Channel Communications- (102.7 KIIS FM, 103.5 KOST FM, ALT 98.7, MY FM 104.3, K-EARTH 101) January 2013 - June 2013
H. Beck, Inc. January 2012 - September 2012
Law Offices of Darryl C. Sheetz May 2010 - August 2010
Skills
Social Media Marketing, Marketing, Entertainment, Advertising, Business Analytics, Event Planning, Affiliate Marketing, Photoshop, Project Management, Microsoft Excel, Leadership, Sales, Media Relations, Editing, Event Management, Press Releases, Microsoft Word, WordPress, PowerPoint, Teamwork, Public Relations, Research, Social Media, Customer Service, Redtail, Investigo, Bloomberg Terminal, Radio Broadcasting, Marketing Event Planning, Critical Thinking, VOD, Social Networking, Microsoft Office, Facebook, Public Speaking, Management, Television, Strategy
Education
Chapman University 2011 — 2015
Bachelor of Arts (BA), Business Administration; Marketing Emphasis
City University London 2014 — 2014
Bachelor of Business Administration (BBA), International Business Marketing
Mater Dei High School 2007 — 2011
Dan Simonds, CFP®'s H. Beck, Inc. Experience January 1996 - Present
Job Financial Planner at Contrary Investment Advisors
Industry Investment Management
Experience
Contrary Investment Advisors September 2010 - Present
H. Beck, Inc. January 1996 - Present
Education
College for Financial Planning
CFP® Certification Professional Education Program
James Madison University
Bachelor of Business Administration
Contrary Investment Advisors September 2010 - Present
H. Beck, Inc. January 1996 - Present
Education
College for Financial Planning
CFP® Certification Professional Education Program
James Madison University
Bachelor of Business Administration
Alexa Oswald Alexa Oswald's H. Beck, Inc. Experience January 2015 - Present
Job Corporate Receptionist and Office Assistant
Industry Public Relations and Communications
Experience
H. Beck, Inc. January 2015 - Present
Ultimate Staffing September 2014 - December 2014
Ruthi Postow Staffing October 2013 - August 2014
David M. Schwarz Architects June 2013 - October 2013
Posh Paint Designs December 2010 - August 2013
Ajilon February 2013 - May 2013
American Family Fitness October 2012 - May 2013
Penelope, Inc. September 2012 - May 2013
Longwood University Student Health and Wellness Center September 2011 - May 2012
Greater Richmond Convention Center May 2011 - August 2011
Skills
Administrative Work, Customer Service, Meeting Planning, Public Relations, Event Management, Event Planning, Marketing Communications, Microsoft Office, Writing Skills, Time Management, Adobe Creative Suite, Social Networking, Creativity, Productivity, Sales, Marketing, Fast Learner, Outgoing, Creative, Attentive, Articulate, Social, Research, Press Releases, InDesign, Editing, WordPress, Hospitality, Outlook, Trade Shows, PowerPoint, Fundraising, Crisis Communications, Public Speaking, Media Relations, Microsoft Word, Microsoft Excel, Strategic Communications, Spanish, Nonprofits, Creative Writing, Community Outreach, Social Media, Google Analytics, Photography
Education
Longwood University 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Deep Run High School 2004 — 2008
High School, Advanced Studies Diploma
H. Beck, Inc. January 2015 - Present
Ultimate Staffing September 2014 - December 2014
Ruthi Postow Staffing October 2013 - August 2014
David M. Schwarz Architects June 2013 - October 2013
Posh Paint Designs December 2010 - August 2013
Ajilon February 2013 - May 2013
American Family Fitness October 2012 - May 2013
Penelope, Inc. September 2012 - May 2013
Longwood University Student Health and Wellness Center September 2011 - May 2012
Greater Richmond Convention Center May 2011 - August 2011
Skills
Administrative Work, Customer Service, Meeting Planning, Public Relations, Event Management, Event Planning, Marketing Communications, Microsoft Office, Writing Skills, Time Management, Adobe Creative Suite, Social Networking, Creativity, Productivity, Sales, Marketing, Fast Learner, Outgoing, Creative, Attentive, Articulate, Social, Research, Press Releases, InDesign, Editing, WordPress, Hospitality, Outlook, Trade Shows, PowerPoint, Fundraising, Crisis Communications, Public Speaking, Media Relations, Microsoft Word, Microsoft Excel, Strategic Communications, Spanish, Nonprofits, Creative Writing, Community Outreach, Social Media, Google Analytics, Photography
Education
Longwood University 2008 — 2012
Bachelor of Arts (B.A.), Communication Studies
Deep Run High School 2004 — 2008
High School, Advanced Studies Diploma
Ronald Zabriskie's H. Beck, Inc. Experience 1998 - 2001
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Militello Capital November 2013 - April 2015
Steben & Company February 2004 - October 2013
Legg Mason 2001 - 2004
H. Beck, Inc. 1998 - 2001
RAF Financial Corporation 1997 - 1998
Skills
Alternative Investments, Managed Futures, Hedge Funds, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, New Business Development, Asset Managment, ETFs
Education
University of Maryland College Park
BS Finance, Finance
E*TRADE Financial Corporation July 2015 - Present
Militello Capital November 2013 - April 2015
Steben & Company February 2004 - October 2013
Legg Mason 2001 - 2004
H. Beck, Inc. 1998 - 2001
RAF Financial Corporation 1997 - 1998
Skills
Alternative Investments, Managed Futures, Hedge Funds, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, New Business Development, Asset Managment, ETFs
Education
University of Maryland College Park
BS Finance, Finance
Bill Shank, AIFA Bill Shank, AIFA's H. Beck, Inc. Experience February 2014 - Present
Job RIA Compliance Examiner at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. February 2014 - Present
BRE Financial Solutions, Inc. June 2006 - Present
Morgan Stanley June 2004 - May 2006
Education
Elizabethtown College 1991 — 1994
H. Beck, Inc. February 2014 - Present
BRE Financial Solutions, Inc. June 2006 - Present
Morgan Stanley June 2004 - May 2006
Education
Elizabethtown College 1991 — 1994
Patrick Kulzer Patrick Kulzer's H. Beck, Inc. Experience 2011 - 2015
Job Director, Strategic Partnerships at Securian Financial Services, Inc
Industry Financial Services
Experience
Securian Financial Services, Inc September 2012 - Present
H. Beck, Inc. 2011 - 2015
H. Beck, Inc. 2011 - 2015
Securian Financial Group August 2003 - September 2012
Securian Financial Services, Inc November 2000 - August 2003
Securian Financial Services, Inc August 1999 - November 2000
Skills
Relationship Management, Strategic Partnerships, Integration, Consulting, Financial Services, CRM, Series 7, Marketing Strategy, Investments, Insurance, Sales, Strategy, Wealth Management, Training, Leadership, Public Relations, Account Management, Contract Negotiation, Series 63
Education
University of Minnesota - Carlson School of Management 1998 — 2000
BS - Mgmt, Management/Finance
University of Saint Thomas - School of Business
MBA
Paynesville High School
Securian Financial Services, Inc September 2012 - Present
H. Beck, Inc. 2011 - 2015
H. Beck, Inc. 2011 - 2015
Securian Financial Group August 2003 - September 2012
Securian Financial Services, Inc November 2000 - August 2003
Securian Financial Services, Inc August 1999 - November 2000
Skills
Relationship Management, Strategic Partnerships, Integration, Consulting, Financial Services, CRM, Series 7, Marketing Strategy, Investments, Insurance, Sales, Strategy, Wealth Management, Training, Leadership, Public Relations, Account Management, Contract Negotiation, Series 63
Education
University of Minnesota - Carlson School of Management 1998 — 2000
BS - Mgmt, Management/Finance
University of Saint Thomas - School of Business
MBA
Paynesville High School
Ivan Meyers Ivan Meyers's H. Beck, Inc. Experience 1995 - Present
Job AudioVideo Production and Information Technology Professional
Industry Broadcast Media
Experience
Northwestern University January 2015 - Present
Out of the Cave Productions May 2010 - Present
Capital Financial Group January 2010 - Present
Stadia Video Group 2006 - Present
H. Beck, Inc. 1995 - Present
Self Employed 2005 - 2012
Georgetown University October 2010 - June 2011
Collier Enterprises 2009 - 2009
Northwestern University - Medill 2002 - 2009
NBC News, New York 2000 - 2001
Skills
Video, Final Cut Pro, Video Editing, Multimedia, Editing, Video Production, Journalism, Avid, Premiere, Conference Planning, Film Production, Broadcast Television, Web Project Management, Web Applications, Event Planning, Camera, Broadcast, Television, Broadcast Journalism, Social Media, Storytelling, Digital Media, Producing, News Writing, Videography, Audio Editing, Digital Video, Web Video, Blogging, Adobe Audition, Streaming Media, Post Production, Online Journalism, New Media, Facebook
Education
Northwestern University
Northwestern University January 2015 - Present
Out of the Cave Productions May 2010 - Present
Capital Financial Group January 2010 - Present
Stadia Video Group 2006 - Present
H. Beck, Inc. 1995 - Present
Self Employed 2005 - 2012
Georgetown University October 2010 - June 2011
Collier Enterprises 2009 - 2009
Northwestern University - Medill 2002 - 2009
NBC News, New York 2000 - 2001
Skills
Video, Final Cut Pro, Video Editing, Multimedia, Editing, Video Production, Journalism, Avid, Premiere, Conference Planning, Film Production, Broadcast Television, Web Project Management, Web Applications, Event Planning, Camera, Broadcast, Television, Broadcast Journalism, Social Media, Storytelling, Digital Media, Producing, News Writing, Videography, Audio Editing, Digital Video, Web Video, Blogging, Adobe Audition, Streaming Media, Post Production, Online Journalism, New Media, Facebook
Education
Northwestern University
Faith Koleszar's H. Beck, Inc. Experience December 2011 - June 2013
Job Office Manager and Executive Assistant at the Center for International Policy
Industry Nonprofit Organization Management
Experience
Center for International Policy June 2014 - Present
Partners for Livable Communities June 2013 - June 2014
H. Beck, Inc. December 2011 - June 2013
Saving Promise October 2011 - May 2012
Skills
Fundraising, Editing, Multitasking Skills, Microsoft Office, MailChimp, Mail Merge, Access, CRM databases, InDesign, Social Media, Master Scheduling, Event Planning, Customer Service, Web Content Management, Board Development, Board Relations, Community Development, Communication Skills, Staff Management, Organization, Executive Calendar..., Executive..., New Hire Orientations, Employee Training, Deposits, Communication, Research, Community Outreach
Education
St. Mary's College of Maryland 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Center for International Policy June 2014 - Present
Partners for Livable Communities June 2013 - June 2014
H. Beck, Inc. December 2011 - June 2013
Saving Promise October 2011 - May 2012
Skills
Fundraising, Editing, Multitasking Skills, Microsoft Office, MailChimp, Mail Merge, Access, CRM databases, InDesign, Social Media, Master Scheduling, Event Planning, Customer Service, Web Content Management, Board Development, Board Relations, Community Development, Communication Skills, Staff Management, Organization, Executive Calendar..., Executive..., New Hire Orientations, Employee Training, Deposits, Communication, Research, Community Outreach
Education
St. Mary's College of Maryland 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
December Lee December Lee's H. Beck, Inc. Experience August 2011 - May 2012
Job Assistant Vice President FX Communications and Trade Surveillance at Deutsche Bank
Industry Financial Services
Experience
Columbia College March 2015 - Present
Deutsche Bank July 2014 - Present
Financial Industry Regulatory Authority June 2012 - July 2014
H. Beck, Inc. August 2011 - May 2012
Capitol Financial Solutions August 2009 - March 2011
UBS Wealth Management January 2008 - October 2008
Wachovia Securities Financial Network October 2006 - January 2008
Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis
Education
University of Massachusetts Boston 2011 — 2014
Master of Arts (M.A.), Applied Linguistics
Capella University 2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
James Madison University 2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
James Madison University - College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Columbia College March 2015 - Present
Deutsche Bank July 2014 - Present
Financial Industry Regulatory Authority June 2012 - July 2014
H. Beck, Inc. August 2011 - May 2012
Capitol Financial Solutions August 2009 - March 2011
UBS Wealth Management January 2008 - October 2008
Wachovia Securities Financial Network October 2006 - January 2008
Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis
Education
University of Massachusetts Boston 2011 — 2014
Master of Arts (M.A.), Applied Linguistics
Capella University 2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
James Madison University 2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
James Madison University - College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Ivan Anderson's H. Beck, Inc. Experience January 2010 - July 2011
Job Independent Investment Advisor at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
Richard Merritt Richard Merritt's H. Beck, Inc. Experience May 2008 - Present
Job First Vice President Business Development at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. May 2008 - Present
Summit Brokerage Services December 2006 - May 2008
Alex. Brown & Sons 1994 - 1998
Skills
Series 7, Series 63, Series 24
Education
Monmouth University 1985 — 1990
B.S., Finance, Economics
H. Beck, Inc. May 2008 - Present
Summit Brokerage Services December 2006 - May 2008
Alex. Brown & Sons 1994 - 1998
Skills
Series 7, Series 63, Series 24
Education
Monmouth University 1985 — 1990
B.S., Finance, Economics
Shannon Barksdale Shannon Barksdale's H. Beck, Inc. Experience 2000 - 2002
Job Director of Marketing at Piedmont Eye Center
Industry Hospital & Health Care
Experience
Piedmont Eye Center 2003 - Present
Waldenbooks 2002 - 2003
H. Beck, Inc. 2000 - 2002
Skills
Graphic Design, Photography, Public Relations, Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Budgets, Sales, Social Media Marketing, Project Planning, Community Outreach, Event Planning, Social Media, Social Networking, Email Marketing, Customer Service
Education
Liberty University 1999 — 2003
BS, Marketing, Business, and Graphic Design
Piedmont Eye Center 2003 - Present
Waldenbooks 2002 - 2003
H. Beck, Inc. 2000 - 2002
Skills
Graphic Design, Photography, Public Relations, Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Budgets, Sales, Social Media Marketing, Project Planning, Community Outreach, Event Planning, Social Media, Social Networking, Email Marketing, Customer Service
Education
Liberty University 1999 — 2003
BS, Marketing, Business, and Graphic Design
Mark Karpe Mark Karpe's H. Beck, Inc. Experience 2001 - 2004
Job Assistant Vice President Counsel, Law Department at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2015 - Present
Pacific Life October 2013 - April 2015
Pacific Life Insurance Company September 2004 - October 2013
FINRA July 1998 - January 2012
H. Beck, Inc. 2001 - 2004
Morrison & Foerster 2000 - 2001
Solomon Pearl Blum & Quinn 1998 - 2000
Funds Distributor May 1996 - 1998
U.S. Securities and Exchange Commission June 1995 - August 1995
Financial Industry Regulatory Authority (f/k/a NASD Regulation) 1990 - 1993
Skills
Corporate Governance, Securities Arbitration, Securities, Compliance, Arbitration, Due Diligence, Portfolio Management, Insurance, Mutual Funds, Financial Services, Civil Litigation, SEC, Series 7
Education
Hofstra University School of Law 1993 — 1996
JD, Securities Law
State University of New York at Binghamton 1986 — 1990
BA, Economics
Pacific Life April 2015 - Present
Pacific Life October 2013 - April 2015
Pacific Life Insurance Company September 2004 - October 2013
FINRA July 1998 - January 2012
H. Beck, Inc. 2001 - 2004
Morrison & Foerster 2000 - 2001
Solomon Pearl Blum & Quinn 1998 - 2000
Funds Distributor May 1996 - 1998
U.S. Securities and Exchange Commission June 1995 - August 1995
Financial Industry Regulatory Authority (f/k/a NASD Regulation) 1990 - 1993
Skills
Corporate Governance, Securities Arbitration, Securities, Compliance, Arbitration, Due Diligence, Portfolio Management, Insurance, Mutual Funds, Financial Services, Civil Litigation, SEC, Series 7
Education
Hofstra University School of Law 1993 — 1996
JD, Securities Law
State University of New York at Binghamton 1986 — 1990
BA, Economics
Michael Conway's H. Beck, Inc. Experience March 2007 - Present
Job Vice President at Diversified Securities, Inc.
Industry Financial Services
Experience
H. Beck, Inc. March 2007 - Present
Diversified Securities, Inc. December 1998 - Present
Skills
Investments, Series 7, Series 63, Retirement, Securities, Mutual Funds, Insurance, Asset Management, Investment Advisory, Wealth Management, Retirement Planning, Retirement Income..., Apple Certified, FINRA, Finance, Disability Insurance, Strategic Partnerships, Portfolio Management, Social Networking, Customer Service, Team Leadership, Leadership, Management, Team Building, Sales, Retail, Social Media, Microsoft Office
Education
Pepperdine University
Bachelor of Arts (B.A.), Political Science and Government
H. Beck, Inc. March 2007 - Present
Diversified Securities, Inc. December 1998 - Present
Skills
Investments, Series 7, Series 63, Retirement, Securities, Mutual Funds, Insurance, Asset Management, Investment Advisory, Wealth Management, Retirement Planning, Retirement Income..., Apple Certified, FINRA, Finance, Disability Insurance, Strategic Partnerships, Portfolio Management, Social Networking, Customer Service, Team Leadership, Leadership, Management, Team Building, Sales, Retail, Social Media, Microsoft Office
Education
Pepperdine University
Bachelor of Arts (B.A.), Political Science and Government
Jonathan Trump Jonathan Trump's H. Beck, Inc. Experience October 2008 - August 2011
Job Vice President; Risk Manager – CAO Committee at American Realty Capital
Industry Financial Services
Experience
American Realty Capital September 2013 - Present
SLM Consulting LLC August 2011 - August 2013
H. Beck, Inc. October 2008 - August 2011
Evergreen Capital LLC May 2002 - June 2008
Skills
Alternative Investments, Due Diligence, Finance, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Venture Capital
Education
Boys' Latin
Towson University
Bachelor’s Degree
American Realty Capital September 2013 - Present
SLM Consulting LLC August 2011 - August 2013
H. Beck, Inc. October 2008 - August 2011
Evergreen Capital LLC May 2002 - June 2008
Skills
Alternative Investments, Due Diligence, Finance, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Venture Capital
Education
Boys' Latin
Towson University
Bachelor’s Degree
Debra K. Barton Debra K. Barton's H. Beck, Inc. Experience September 2013 - Present
Job Owner of Barton Financial Services, Inc.
Industry Financial Services
Experience
H. Beck, Inc. September 2013 - Present
Barton Financial Services, Inc. September 2007 - Present
H. Beck, Inc. January 2010 - September 2013
FSC Securities Corporation September 2007 - December 2009
Hewlett-Packard September 1987 - May 2007
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Insurance, Investment Advisory, Retirement, Securities, Estate Planning, Risk Management, Financial Analysis, Equities, Financial Advisory, Investment Strategies, Fixed Annuities, FINRA, Alternative Investments
Education
Central Michigan University 1976 — 1980
Bachelors, Business Education
Kent City High School 1972 — 1976
H. Beck, Inc. September 2013 - Present
Barton Financial Services, Inc. September 2007 - Present
H. Beck, Inc. January 2010 - September 2013
FSC Securities Corporation September 2007 - December 2009
Hewlett-Packard September 1987 - May 2007
Skills
Strategic Financial..., Retirement Planning, Investments, Series 7, Mutual Funds, Wealth Management, Insurance, Investment Advisory, Retirement, Securities, Estate Planning, Risk Management, Financial Analysis, Equities, Financial Advisory, Investment Strategies, Fixed Annuities, FINRA, Alternative Investments
Education
Central Michigan University 1976 — 1980
Bachelors, Business Education
Kent City High School 1972 — 1976
Bradley Rotter's H. Beck, Inc. Experience June 2012 - September 2012
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Julie TerHaar's H. Beck, Inc. Experience January 2011 - January 2012
Job Healthcare Recruiter for Maxim Healthcare Services at Maxim Healthcare Services
Industry Staffing and Recruiting
Experience
Maxim Healthcare Services August 2015 - Present
Flight Avionics of North America, Inc January 2015 - June 2015
Syncoms USA September 2014 - January 2015
C3 Cyber March 2013 - June 2014
Loudoun Arts Academy January 2013 - June 2014
Quadrant, Inc. January 2012 - January 2013
H. Beck, Inc. January 2011 - January 2012
The Art Institutes May 2009 - January 2011
The Arts Centre (non-profit) June 2007 - May 2009
Jefferson County Public Schools, WV August 2004 - August 2007
Skills
Recruiting, Event Planning, Account Management, Fine Art, Grant Writing, Proposal Writing, Operations Management, Customer Satisfaction, Project Management, Training, Management, Program Management, Marketing, Nonprofits, Business Development, Human Resources, Fundraising
Education
Savannah College of Art and Design
BFA
Maxim Healthcare Services August 2015 - Present
Flight Avionics of North America, Inc January 2015 - June 2015
Syncoms USA September 2014 - January 2015
C3 Cyber March 2013 - June 2014
Loudoun Arts Academy January 2013 - June 2014
Quadrant, Inc. January 2012 - January 2013
H. Beck, Inc. January 2011 - January 2012
The Art Institutes May 2009 - January 2011
The Arts Centre (non-profit) June 2007 - May 2009
Jefferson County Public Schools, WV August 2004 - August 2007
Skills
Recruiting, Event Planning, Account Management, Fine Art, Grant Writing, Proposal Writing, Operations Management, Customer Satisfaction, Project Management, Training, Management, Program Management, Marketing, Nonprofits, Business Development, Human Resources, Fundraising
Education
Savannah College of Art and Design
BFA
Janice F. Dabate, CFP Janice F. Dabate, CFP's H. Beck, Inc. Experience May 2004 - July 2014
Job Financial Advisor at Kingston Wealth Management
Industry Financial Services
Experience
H. Beck, Inc. May 2004 - July 2014
Skills
Retirement Planning, Series 7, Retirement, Investment Advisory, Wealth Management, Series 63, Mutual Funds, Microsoft Excel, Strategic Financial..., Uniform Combined State..., Securities, Investments, Estate Planning, Financial Advisory, FINRA
Education
Manchester Community College
H. Beck, Inc. May 2004 - July 2014
Skills
Retirement Planning, Series 7, Retirement, Investment Advisory, Wealth Management, Series 63, Mutual Funds, Microsoft Excel, Strategic Financial..., Uniform Combined State..., Securities, Investments, Estate Planning, Financial Advisory, FINRA
Education
Manchester Community College
Tarun Mehta Tarun Mehta's H. Beck, Inc. Experience April 2005 - October 2005
Job President & Chief Compliance Officer at EagleStone Wealth Advisors, Inc
Industry Financial Services
Experience
EagleStone Wealth Advisors, Inc October 2005 - Present
H. Beck, Inc. April 2005 - October 2005
Skills
Financial Analysis, Financial Advisory, Due Diligence, Alternative Investments, Management, Finance, Investments, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
Fordham University - Graduate School of Business Administration 2001 — 2001
Master of Business Administration (MBA), Finance/Marketing
Fordham University School of Law 1998 — 2001
Juris Doctorate, Law
CUNY Brooklyn College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Bronx High School of Science 1990 — 1994
Regents Diploma
EagleStone Wealth Advisors, Inc October 2005 - Present
H. Beck, Inc. April 2005 - October 2005
Skills
Financial Analysis, Financial Advisory, Due Diligence, Alternative Investments, Management, Finance, Investments, Mutual Funds, Portfolio Management, Securities, Financial Services
Education
Fordham University - Graduate School of Business Administration 2001 — 2001
Master of Business Administration (MBA), Finance/Marketing
Fordham University School of Law 1998 — 2001
Juris Doctorate, Law
CUNY Brooklyn College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Bronx High School of Science 1990 — 1994
Regents Diploma
Kevin Melanson's H. Beck, Inc. Experience October 2010 - March 2014
Job Help Save Lives in Montgomery County and Prince George's County Maryland
Industry Entertainment
Experience
Purdue Club of Washington DC February 2011 - Present
H. Beck, Inc. October 2010 - March 2014
729 Vending, LLC March 2011 - December 2013
Skills
Sales Management, Marketing, Customer Service, Sales, Strategic Planning, Financial Analysis, Time Management, Microsoft Excel, Business Strategy, CRM, Microsoft Office, Microsoft Word, PowerPoint, Investments, Account Management, Cold Calling, Hospitality, Team Building, Social Networking, Negotiation, Marketing Strategy, Leadership, Management, Social Media, Selling, Contract Negotiation
Education
Purdue University
Bachelor of Science (B.S.), Hospitality and Tourism Management
Purdue Club of Washington DC February 2011 - Present
H. Beck, Inc. October 2010 - March 2014
729 Vending, LLC March 2011 - December 2013
Skills
Sales Management, Marketing, Customer Service, Sales, Strategic Planning, Financial Analysis, Time Management, Microsoft Excel, Business Strategy, CRM, Microsoft Office, Microsoft Word, PowerPoint, Investments, Account Management, Cold Calling, Hospitality, Team Building, Social Networking, Negotiation, Marketing Strategy, Leadership, Management, Social Media, Selling, Contract Negotiation
Education
Purdue University
Bachelor of Science (B.S.), Hospitality and Tourism Management
Lauren Vollberg Lauren Vollberg's H. Beck, Inc. Experience January 2013 - Present
Job Data Analyst at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. January 2013 - Present
Earth Networks August 2010 - December 2012
Earth Networks February 2009 - August 2010
PEAK Technical Staffing USA December 2008 - February 2009
Skills
Technical Writing, Data Analysis, GIS systems, Adobe, Microsoft Office, Customer Service, Salesforce.com, SharePoint, HTML, Driven By Results, Numerical Weather..., Google Earth, Weather Forecasting, Communication Skills, Project Management, Climate Change, GIS, Meteorology, Training, Troubleshooting, Weather, Databases, Public Speaking, Social Media, Management, Strategic Planning, Research
Education
Ohio University 2004 — 2008
Bachelor of Science (B.S.), Meteorology
Northwest High School 2000 — 2004
HS Diploma
H. Beck, Inc. January 2013 - Present
Earth Networks August 2010 - December 2012
Earth Networks February 2009 - August 2010
PEAK Technical Staffing USA December 2008 - February 2009
Skills
Technical Writing, Data Analysis, GIS systems, Adobe, Microsoft Office, Customer Service, Salesforce.com, SharePoint, HTML, Driven By Results, Numerical Weather..., Google Earth, Weather Forecasting, Communication Skills, Project Management, Climate Change, GIS, Meteorology, Training, Troubleshooting, Weather, Databases, Public Speaking, Social Media, Management, Strategic Planning, Research
Education
Ohio University 2004 — 2008
Bachelor of Science (B.S.), Meteorology
Northwest High School 2000 — 2004
HS Diploma
Clinelle Jean's H. Beck, Inc. Experience August 2011 - Present
Job Manager, Sales Supervision at H Beck, Inc
Industry Financial Services
Experience
H Beck, Inc August 2011 - Present
H. Beck, Inc. September 2004 - August 2011
Friedman Billings Ramsey (FBR) January 1997 - February 2004
Skills
Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Management, Strategic Financial..., Asset Management, Sales Management, Investments, Mutual Funds, Series 7, Estate Planning, Retirement, Series 63, Securities, Insurance, Uniform Combined State..., FINRA, Investment Advisory, Finance, Equities, Alternative Investments, Series 24, Investment Strategies, Financial Planning
Education
Walden University 2011 — 2015
Doctor of Business Administration, Finance, General
Howard University 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
H Beck, Inc August 2011 - Present
H. Beck, Inc. September 2004 - August 2011
Friedman Billings Ramsey (FBR) January 1997 - February 2004
Skills
Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Management, Strategic Financial..., Asset Management, Sales Management, Investments, Mutual Funds, Series 7, Estate Planning, Retirement, Series 63, Securities, Insurance, Uniform Combined State..., FINRA, Investment Advisory, Finance, Equities, Alternative Investments, Series 24, Investment Strategies, Financial Planning
Education
Walden University 2011 — 2015
Doctor of Business Administration, Finance, General
Howard University 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Tommy Tavenner's H. Beck, Inc. Experience January 2007 - Present
Job Member/Owner at Tavenner Financial, LLC
Industry Investment Management
Experience
Tavenner Financial, LLC January 2012 - Present
In Honor of Her, Inc May 2009 - Present
H. Beck, Inc. January 2007 - Present
(k)RPG, LLC February 2007 - January 2012
(k)RPG, LLC 2007 - January 2011
Renaissance Chef May 2005 - January 2009
Innovative Value, Inc 2003 - January 2007
Cornerstone Financial May 1996 - March 2003
Silo Inn/Mr T's Sandwich Factory/Tavenner's Catering 1965 - 1997
Skills
Non-profits, Retirement Planning, Strategic Financial..., Small Business, Business Strategy, Corporate Qualified..., Personal..., Defined Benefit, Strategic Planning, Investment Management, Business Planning, Insurance, Financial Reporting, Retirement Plan..., Nonprofits, Financial Planners, Investments, Investment Strategies, Wealth Management, Fixed Annuities, Disability Insurance, 401k, Series 6, IRAs, Profit Sharing, Mutual Funds, Finance, Pensions, Project Planning, Life Insurance, Financial Services, Estate Planning, Retirement, Financial Analysis, Investment Advisory, FINRA, Series 63, Asset Management, Asset Allocation, Financial Advisory, Qualified Retirement..., Series 65, ERISA, Personal Financial..., Wealth, Employee Benefits, Wealth Management..., Alternative Investments, Long Term Care Insurance, 401k Rollovers
Education
University of Maryland University College 1973 — 1996
BS, Management Studies
University of Maryland College Park
Tavenner Financial, LLC January 2012 - Present
In Honor of Her, Inc May 2009 - Present
H. Beck, Inc. January 2007 - Present
(k)RPG, LLC February 2007 - January 2012
(k)RPG, LLC 2007 - January 2011
Renaissance Chef May 2005 - January 2009
Innovative Value, Inc 2003 - January 2007
Cornerstone Financial May 1996 - March 2003
Silo Inn/Mr T's Sandwich Factory/Tavenner's Catering 1965 - 1997
Skills
Non-profits, Retirement Planning, Strategic Financial..., Small Business, Business Strategy, Corporate Qualified..., Personal..., Defined Benefit, Strategic Planning, Investment Management, Business Planning, Insurance, Financial Reporting, Retirement Plan..., Nonprofits, Financial Planners, Investments, Investment Strategies, Wealth Management, Fixed Annuities, Disability Insurance, 401k, Series 6, IRAs, Profit Sharing, Mutual Funds, Finance, Pensions, Project Planning, Life Insurance, Financial Services, Estate Planning, Retirement, Financial Analysis, Investment Advisory, FINRA, Series 63, Asset Management, Asset Allocation, Financial Advisory, Qualified Retirement..., Series 65, ERISA, Personal Financial..., Wealth, Employee Benefits, Wealth Management..., Alternative Investments, Long Term Care Insurance, 401k Rollovers
Education
University of Maryland University College 1973 — 1996
BS, Management Studies
University of Maryland College Park
Cheryl A. Brown's H. Beck, Inc. Experience May 2010 - Present
Job Registered Principal at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. May 2010 - Present
Market Day October 2012 - Present
FSC Securities Corporation August 1997 - May 2010
FSC Securities Corporation August 1997 - May 2010
Skills
Series 7, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, CRM, Series 65, Series 63, Series 6 and 26, FINRA, Securities, Retirement, Series 24, Uniform Combined State..., Series 6, Wealth Management, Mutual Funds, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, 401k, Asset Allocation, Investment Strategies, Financial Planners
Education
University of Dayton 1978 — 1982
BS in Business Administration, Marketing and Mangement
Northmont High School 1974 — 1978
Diploma, college prep
H. Beck, Inc. May 2010 - Present
Market Day October 2012 - Present
FSC Securities Corporation August 1997 - May 2010
FSC Securities Corporation August 1997 - May 2010
Skills
Series 7, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, CRM, Series 65, Series 63, Series 6 and 26, FINRA, Securities, Retirement, Series 24, Uniform Combined State..., Series 6, Wealth Management, Mutual Funds, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, 401k, Asset Allocation, Investment Strategies, Financial Planners
Education
University of Dayton 1978 — 1982
BS in Business Administration, Marketing and Mangement
Northmont High School 1974 — 1978
Diploma, college prep
Jennifer (Jennifer Dent) Hutchins, CFA's H. Beck, Inc. Experience May 2014 - Present
Job Investment Analyst at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. May 2014 - Present
H. Beck Inc July 2008 - May 2014
1st Global Inc. February 2007 - July 2008
A.G. Edwards & Sons, Inc. 2004 - 2007
Skills
Series 7, Series 24, Insurance, Mutual Funds, Investment Advisory, Securities, ETFs, Investments, Strategic Financial..., Equities, Options, Estate Planning, Trading, Process Improvement, Risk Management, Financial Analysis, Relationship Management, Retirement Planning, Strategic Planning, series 66
Education
Christendom College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Christendom College 2000 — 2004
Bachelor's degree, Political Science and Economics
H. Beck, Inc. May 2014 - Present
H. Beck Inc July 2008 - May 2014
1st Global Inc. February 2007 - July 2008
A.G. Edwards & Sons, Inc. 2004 - 2007
Skills
Series 7, Series 24, Insurance, Mutual Funds, Investment Advisory, Securities, ETFs, Investments, Strategic Financial..., Equities, Options, Estate Planning, Trading, Process Improvement, Risk Management, Financial Analysis, Relationship Management, Retirement Planning, Strategic Planning, series 66
Education
Christendom College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Christendom College 2000 — 2004
Bachelor's degree, Political Science and Economics
Kathryn Hauser's H. Beck, Inc. Experience November 2013 - Present
Job Compliance Principal at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. November 2013 - Present
MassMutual Financial Group October 2006 - September 2011
Salt Creek Securities, LLC March 2002 - October 2006
FINRA September 1991 - April 1997
Skills
FINRA, Series 7, Securities, Compliance, Series 24, AML, Mutual Funds, Investment Advisory, Compliance Audits, Investments, Annuities, Series 63, Brokerage, Equities, Securities Regulation, Series 27, Series 53, Finance, Trading, Financial Services, Investment Strategies, Fixed Annuities, Anti Money Laundering
Education
National University
Bachelor of Arts (B.A.), Business Administration and Management, General
H. Beck, Inc. November 2013 - Present
MassMutual Financial Group October 2006 - September 2011
Salt Creek Securities, LLC March 2002 - October 2006
FINRA September 1991 - April 1997
Skills
FINRA, Series 7, Securities, Compliance, Series 24, AML, Mutual Funds, Investment Advisory, Compliance Audits, Investments, Annuities, Series 63, Brokerage, Equities, Securities Regulation, Series 27, Series 53, Finance, Trading, Financial Services, Investment Strategies, Fixed Annuities, Anti Money Laundering
Education
National University
Bachelor of Arts (B.A.), Business Administration and Management, General
John Prokopchak's H. Beck, Inc. Experience 1983 - Present
Job Senior Vice President
Industry Financial Services
Experience
H. Beck, Inc. 1983 - Present
Education
Geneva College
H. Beck, Inc. 1983 - Present
Education
Geneva College
Roberta Besen's H. Beck, Inc. Experience April 2014 - Present
Job Business Processor at H. Beck, Inc.
Industry Information Technology and Services
Experience
H. Beck, Inc. April 2014 - Present
Montgomery College January 2013 - January 2014
Hewlett-Packard 2011 - 2012
Hewlett Packard 2009 - 2011
Hewlett Packard 2001 - 2009
Hewlett Packard 1995 - 2001
Xerox November 1988 - March 1995
Skills
Account Management, Solution Selling, Managed Print Services, Sales, Team Leadership, Sales Management, Process Improvement, Program Management, CRM, Management, Project Management, Customer Service, Service Delivery, Product Management, Leadership, Cloud Computing, Cross-functional Team..., Telecommunications
Education
Towson University
B.S, Communications
H. Beck, Inc. April 2014 - Present
Montgomery College January 2013 - January 2014
Hewlett-Packard 2011 - 2012
Hewlett Packard 2009 - 2011
Hewlett Packard 2001 - 2009
Hewlett Packard 1995 - 2001
Xerox November 1988 - March 1995
Skills
Account Management, Solution Selling, Managed Print Services, Sales, Team Leadership, Sales Management, Process Improvement, Program Management, CRM, Management, Project Management, Customer Service, Service Delivery, Product Management, Leadership, Cloud Computing, Cross-functional Team..., Telecommunications
Education
Towson University
B.S, Communications
Juliet Walker-Brown's H. Beck, Inc. Experience August 2013 - Present
Job Licensing Coordinator at H. Beck, Inc.
Industry Insurance
Experience
H. Beck, Inc. August 2013 - Present
Kaiser Permanente February 2013 - August 2013
The Washington Group/Mass Mutual 2010 - 2012
Maple Life Financial and MLF LexServ September 2009 - August 2010
Potomac Group/BISYS/Crump October 1996 - January 2009
Skills
Underwriting, Disability Insurance, Insurance, Life Insurance, Health Insurance, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Claim, Retirement, Retirement Planning, Word Perfect (DOS and..., Training, Word Perfect (DOS and..., Fixed Annuities, Customer Service
Education
Life Office Management Association (LOMA) 2009 — 2009
Associated Customer Service, Insurance
Loma Linda University
Certificate - Insurance Fundamentals, Insurance, 92
H. Beck, Inc. August 2013 - Present
Kaiser Permanente February 2013 - August 2013
The Washington Group/Mass Mutual 2010 - 2012
Maple Life Financial and MLF LexServ September 2009 - August 2010
Potomac Group/BISYS/Crump October 1996 - January 2009
Skills
Underwriting, Disability Insurance, Insurance, Life Insurance, Health Insurance, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Strategic Financial..., Claim, Retirement, Retirement Planning, Word Perfect (DOS and..., Training, Word Perfect (DOS and..., Fixed Annuities, Customer Service
Education
Life Office Management Association (LOMA) 2009 — 2009
Associated Customer Service, Insurance
Loma Linda University
Certificate - Insurance Fundamentals, Insurance, 92
Matt Serventi's H. Beck, Inc. Experience November 2012 - December 2014
Job Electronic Communications Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
H. Beck, Inc. November 2012 - December 2014
E*TRADE Securities LLC September 2008 - November 2012
U.S. Securities & Exchange Commission May 2005 - August 2005
Skills
Series 7, Series 4, Series 24, Series 63
Education
St. John's University School of Law 2003 — 2006
Doctor of Law (JD)
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English (Writing Concentration)
Credit Suisse January 2015 - Present
H. Beck, Inc. November 2012 - December 2014
E*TRADE Securities LLC September 2008 - November 2012
U.S. Securities & Exchange Commission May 2005 - August 2005
Skills
Series 7, Series 4, Series 24, Series 63
Education
St. John's University School of Law 2003 — 2006
Doctor of Law (JD)
Georgetown University 1998 — 2002
Bachelor of Arts (B.A.), English (Writing Concentration)
Stephen Schruefer's H. Beck, Inc. Experience May 1989 - December 1994
Job Assistant Director at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2010 - Present
Financial Industry Regulatory Authority October 2005 - June 2010
Financial Industry Regulatory Authority November 2004 - October 2005
NASDAQ February 2002 - November 2004
NASDAQ February 2000 - February 2002
NASDAQ March 1997 - January 2000
NASDAQ January 1995 - February 1997
H. Beck, Inc. May 1989 - December 1994
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1989
Finance
Financial Industry Regulatory Authority July 2010 - Present
Financial Industry Regulatory Authority October 2005 - June 2010
Financial Industry Regulatory Authority November 2004 - October 2005
NASDAQ February 2002 - November 2004
NASDAQ February 2000 - February 2002
NASDAQ March 1997 - January 2000
NASDAQ January 1995 - February 1997
H. Beck, Inc. May 1989 - December 1994
Education
University of Maryland - Robert H. Smith School of Business 1985 — 1989
Finance
Trinity Grall's H. Beck, Inc. Experience January 1996 - Present
Job Vice President Operations at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. January 1996 - Present
Skills
Series 7, Risk Management, Strategic Financial..., Securities, Mutual Funds
Education
University of Maryland University College 2003 — 2014
Bachelor's Degree, Business Administration/Finance
H. Beck, Inc. January 1996 - Present
Skills
Series 7, Risk Management, Strategic Financial..., Securities, Mutual Funds
Education
University of Maryland University College 2003 — 2014
Bachelor's Degree, Business Administration/Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY