Harbor Financial Services
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Harbor Financial Services Employees
Employee
Years
Job
Industry
Peter G. Magnuson, ChFC, CLU, CASL Peter G. Magnuson, ChFC, CLU, CASL's Harbor Financial Services Experience September 2005 - Present
Job Independent Financial Advisor at Harbor Financial Services
Industry Think Tanks
Experience
Harbor Financial Services September 2005 - Present
Peter G. Magnuson October 1983 - Present
Raymond James Financial Inc. June 1990 - September 2005
Skills
Investment Management, Mutual Funds, Closed-end Funds, Stock Research, Stock Market, Technical Analysis, Trust Management, Trustee Services, Charitable Trusts, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Municipal Bonds, Corporate Bonds, Government Bonds
Education
The American College 1989 — 2014
Chartered Financial Consultant, Financial Services
The American College 1989 — 2014
CLU (Certified Life Underwriter), Insurance
The American College 1989 — 2014
CASL, Certified Advisor for Senior Living, Finance and Financial Management Services
Covenant College
Biblical Studies
Harbor Financial Services September 2005 - Present
Peter G. Magnuson October 1983 - Present
Raymond James Financial Inc. June 1990 - September 2005
Skills
Investment Management, Mutual Funds, Closed-end Funds, Stock Research, Stock Market, Technical Analysis, Trust Management, Trustee Services, Charitable Trusts, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Municipal Bonds, Corporate Bonds, Government Bonds
Education
The American College 1989 — 2014
Chartered Financial Consultant, Financial Services
The American College 1989 — 2014
CLU (Certified Life Underwriter), Insurance
The American College 1989 — 2014
CASL, Certified Advisor for Senior Living, Finance and Financial Management Services
Covenant College
Biblical Studies
Penton Cook Penton Cook's Harbor Financial Services Experience June 2007 - November 2014
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Stacey Pederson Stacey Pederson's Harbor Financial Services Experience January 2010 - October 2010
Job Payroll / Benefits Administrator at Central Plumbing & Heating, Inc.
Industry Mechanical or Industrial Engineering
Experience
Central Plumbing & Heating, Inc. December 2014 - Present
Alliance Benefit Group - Rocky Mountain August 2011 - December 2014
Taylors Auto Group December 2010 - August 2011
Harbor Financial Services January 2010 - October 2010
North Central Primary Care Associates September 2004 - September 2007
Junkermier Clark Campanella Stevens PC October 1992 - September 2004
Skills
Practice Management, Healthcare, Healthcare Management, Medical Billing, EMR, Surgery, Credentialing, Medical Coding, Medical Terminology, HIPAA, Dentistry, Healthcare Information..., EHR, Physicians, CPT, Family Medicine, Revenue Cycle, Financial Accounting, Business, Employee Benefits, Payroll Services, Compliance, Full-Charge Bookkeeping, Office Administration, Accounting, Human Resources, Payroll, Process Improvement
Education
Montana State University-Northern 1993 — 1998
Bachelor's Degree, Business Administration and Management, Accounting Minor
American Academy Professional Coders
Certified Professional Coder
American Medical Billing Association
Certified Medical Reimbursement Specialist
College for Financial Planning
Chartered Retirement Plan Specialist
Professional Association of Health Care Management
Certified Medical Manager
Central Plumbing & Heating, Inc. December 2014 - Present
Alliance Benefit Group - Rocky Mountain August 2011 - December 2014
Taylors Auto Group December 2010 - August 2011
Harbor Financial Services January 2010 - October 2010
North Central Primary Care Associates September 2004 - September 2007
Junkermier Clark Campanella Stevens PC October 1992 - September 2004
Skills
Practice Management, Healthcare, Healthcare Management, Medical Billing, EMR, Surgery, Credentialing, Medical Coding, Medical Terminology, HIPAA, Dentistry, Healthcare Information..., EHR, Physicians, CPT, Family Medicine, Revenue Cycle, Financial Accounting, Business, Employee Benefits, Payroll Services, Compliance, Full-Charge Bookkeeping, Office Administration, Accounting, Human Resources, Payroll, Process Improvement
Education
Montana State University-Northern 1993 — 1998
Bachelor's Degree, Business Administration and Management, Accounting Minor
American Academy Professional Coders
Certified Professional Coder
American Medical Billing Association
Certified Medical Reimbursement Specialist
College for Financial Planning
Chartered Retirement Plan Specialist
Professional Association of Health Care Management
Certified Medical Manager
Chuck Williams ChFC Chuck Williams ChFC's Harbor Financial Services Experience October 2003 - Present
Job Financial Advisor at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services October 2003 - Present
Real Estate 2001 - 2014
Skills
IRAs, Investments, Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Retirement, Analysis, Asset Allocation, Wealth Accumulation, Investment Advisory, Investment Strategies, 401k Rollovers, Securities
Education
James Madison University 1982 — 1986
Bachelor of Arts (BA), Psychology/Business Concentration
John Handley High School 1978 — 1982
Academic
Harbor Financial Services October 2003 - Present
Real Estate 2001 - 2014
Skills
IRAs, Investments, Retirement Planning, Strategic Financial..., Finance, Financial Advisory, Retirement, Analysis, Asset Allocation, Wealth Accumulation, Investment Advisory, Investment Strategies, 401k Rollovers, Securities
Education
James Madison University 1982 — 1986
Bachelor of Arts (BA), Psychology/Business Concentration
John Handley High School 1978 — 1982
Academic
Matthew Lursen, CPA Matthew Lursen, CPA's Harbor Financial Services Experience March 2011 - June 2015
Job Chief Financial Officer at Franklin Primary Health
Industry Financial Services
Experience
Franklin Primary Health June 2015 - Present
Harbor Financial Services March 2011 - June 2015
SMITH, DUKES & BUCKALEW, L.L.P. January 2003 - March 2011
Skills
Accounting, CPA, GAAP
Education
Spring Hill College 2002 — 2003
MBA
Spring Hill College 1998 — 2002
BS, Accounting
Franklin Primary Health June 2015 - Present
Harbor Financial Services March 2011 - June 2015
SMITH, DUKES & BUCKALEW, L.L.P. January 2003 - March 2011
Skills
Accounting, CPA, GAAP
Education
Spring Hill College 2002 — 2003
MBA
Spring Hill College 1998 — 2002
BS, Accounting
Bruce Lenwood Moody Bruce Lenwood Moody's Harbor Financial Services Experience 2004 - 2006
Job Investment Consultant, Adjunct Professor of Philosophy & Author
Industry Investment Management
Experience
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
David Connor's Harbor Financial Services Experience 2004 - 2005
Job Director of Global Business Development at Big Studio
Industry Internet
Experience
Big Studio January 2015 - Present
TAG 2005 - December 2014
Harbor Financial Services 2004 - 2005
Galaxy Funds 2001 - 2004
Skills
Television, Broadcast, Post Production, On-air, Broadcast Television, Media Production, Video, Video Production, Digital Media, New Media, Avid, HD Video, Entertainment, Film, Digital Video, Video Editing, Sound, Motion Graphics, Multimedia, New Business Development, Relationship Marketing, Branding & Identity, Digital Asset Management, Content Strategy, Streaming Media, Web Video, Creative Direction, Advertising, Marketing, Sales, Digital Strategy, Social Media, Social Media Marketing, Management, Digital Marketing, Integrated Marketing
Education
Providence College 1988 — 1996
BA
LaSalle Academy 1980 — 1984
Big Studio January 2015 - Present
TAG 2005 - December 2014
Harbor Financial Services 2004 - 2005
Galaxy Funds 2001 - 2004
Skills
Television, Broadcast, Post Production, On-air, Broadcast Television, Media Production, Video, Video Production, Digital Media, New Media, Avid, HD Video, Entertainment, Film, Digital Video, Video Editing, Sound, Motion Graphics, Multimedia, New Business Development, Relationship Marketing, Branding & Identity, Digital Asset Management, Content Strategy, Streaming Media, Web Video, Creative Direction, Advertising, Marketing, Sales, Digital Strategy, Social Media, Social Media Marketing, Management, Digital Marketing, Integrated Marketing
Education
Providence College 1988 — 1996
BA
LaSalle Academy 1980 — 1984
Chad Myrick's Harbor Financial Services Experience December 2013 - Present
Job Branch Manager at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services December 2013 - Present
Wells Fargo Advisors October 2012 - December 2013
Morgan Stanley Wealth Management January 2010 - October 2012
Citi Smith Barney March 2008 - January 2010
Amsouth Investments/Morgan Keegan January 2001 - January 2008
American Express Financial Advisors January 2000 - January 2001
Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management
Education
The University of Alabama School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Samford University 1993 — 1997
Bachelor of Science (B.S.), Public Administration
Harbor Financial Services December 2013 - Present
Wells Fargo Advisors October 2012 - December 2013
Morgan Stanley Wealth Management January 2010 - October 2012
Citi Smith Barney March 2008 - January 2010
Amsouth Investments/Morgan Keegan January 2001 - January 2008
American Express Financial Advisors January 2000 - January 2001
Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management
Education
The University of Alabama School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Samford University 1993 — 1997
Bachelor of Science (B.S.), Public Administration
Neeta Patel's Harbor Financial Services Experience February 2013 - Present
Job Compliance Manager Financial Services
Industry Financial Services
Experience
Harbor Financial Services February 2013 - Present
Cambridge Investment Research, Inc July 2006 - July 2012
Washington Mutual Bank February 2005 - June 2006
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2003
Finance
Harbor Financial Services February 2013 - Present
Cambridge Investment Research, Inc July 2006 - July 2012
Washington Mutual Bank February 2005 - June 2006
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2003
Finance
martin baris's Harbor Financial Services Experience May 2006 - Present
Job financial advisor at harbor financial services
Industry Financial Services
Experience
harbor financial services May 2006 - Present
Skills
Strategic Financial..., Financial Planners, Wealth Management, Retirement Planning, Investments, Retirement, Investment Strategies, Estate Planning, Financial Advisory, Investment Advisory, Wealth, Mutual Funds, Series 7, 401k
Education
Weatherhead School of Management at Case Western Reserve University 1975 — 1976
mba, accounting
Tulane University 1970 — 1974
harbor financial services May 2006 - Present
Skills
Strategic Financial..., Financial Planners, Wealth Management, Retirement Planning, Investments, Retirement, Investment Strategies, Estate Planning, Financial Advisory, Investment Advisory, Wealth, Mutual Funds, Series 7, 401k
Education
Weatherhead School of Management at Case Western Reserve University 1975 — 1976
mba, accounting
Tulane University 1970 — 1974
Hannon Fayard's Harbor Financial Services Experience October 2011 - October 2014
Job Financial Representative at Strategic Wealth Specialists
Industry Financial Services
Experience
Harbor Financial Services October 2011 - October 2014
Capital Markets Compliance, LLC January 2010 - September 2011
Capital Markets Compliance, LLC March 2008 - December 2009
FSC Securities March 2005 - March 2008
MetLife May 2004 - January 2005
Skills
FINRA, Investments, Series 7, Series 63, Series 24, Series 6, Series 65, Series 53, Series 99, Life & Health Insurance...
Education
University of Alabama 1999 — 2003
Bachelor of Science, Finance
Harbor Financial Services October 2011 - October 2014
Capital Markets Compliance, LLC January 2010 - September 2011
Capital Markets Compliance, LLC March 2008 - December 2009
FSC Securities March 2005 - March 2008
MetLife May 2004 - January 2005
Skills
FINRA, Investments, Series 7, Series 63, Series 24, Series 6, Series 65, Series 53, Series 99, Life & Health Insurance...
Education
University of Alabama 1999 — 2003
Bachelor of Science, Finance
Trip Phillips, RICP®'s Harbor Financial Services Experience July 2007 - November 2014
Job Financial Advisor & Retirement Plan Consultant Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Gary Boyette's Harbor Financial Services Experience January 2005 - Present
Job Captain A300 at FedEx Express(retired)2011 /Harbor Financial Services
Industry Investment Management
Experience
Harbor Financial Services January 2005 - Present
Education
University of Florida
Harbor Financial Services January 2005 - Present
Education
University of Florida
Mark Saran's Harbor Financial Services Experience October 2014 - Present
Job Sr Vp at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services October 2014 - Present
Raymond James Financial, Inc. August 2007 - September 2014
COLLEGE OF LAKE COUNTY May 1982 - August 1992
Skills
shopping after..., Public Speaking, Investment Advisory, Customer Service, Series 7, Wealth Management, Alternative Investments, Christmas, Mutual Funds, Capital Markets, Investments, Series 63, Asset Allocation, Investment Management, Trading Systems, Hedge Funds, Investment Strategies, Wealth Management..., 401k, FINRA, Financial Markets, High Net Worth..., Financial Structuring, ETFs, Financial Risk, Private Banking, Equity Research, Uniform Combined State...
Education
Dominican University 1979 — 1984
Master of Business Administration (MBA), Business/Commerce, General, AAA
Augustana College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government, A+++++++++++++++
Harbor Financial Services October 2014 - Present
Raymond James Financial, Inc. August 2007 - September 2014
COLLEGE OF LAKE COUNTY May 1982 - August 1992
Skills
shopping after..., Public Speaking, Investment Advisory, Customer Service, Series 7, Wealth Management, Alternative Investments, Christmas, Mutual Funds, Capital Markets, Investments, Series 63, Asset Allocation, Investment Management, Trading Systems, Hedge Funds, Investment Strategies, Wealth Management..., 401k, FINRA, Financial Markets, High Net Worth..., Financial Structuring, ETFs, Financial Risk, Private Banking, Equity Research, Uniform Combined State...
Education
Dominican University 1979 — 1984
Master of Business Administration (MBA), Business/Commerce, General, AAA
Augustana College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government, A+++++++++++++++
Asamenech Nash's Harbor Financial Services Experience 2013 - Present
Job Assistant at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services 2013 - Present
Aspen Athletic Clubs February 2008 - October 2010
Skills
Customer Service, Time Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Redtail CRM, PowerPoint, DST Vision, Budgets, Leadership, Personal Training, Communication, Strategic Planning, Program Management, Coaching, Credit, Team Building, Financial Analysis, Accounting, Finance
Education
University of Central Oklahoma 2008 — 2012
Metro Technology Centers
Harbor Financial Services 2013 - Present
Aspen Athletic Clubs February 2008 - October 2010
Skills
Customer Service, Time Management, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Redtail CRM, PowerPoint, DST Vision, Budgets, Leadership, Personal Training, Communication, Strategic Planning, Program Management, Coaching, Credit, Team Building, Financial Analysis, Accounting, Finance
Education
University of Central Oklahoma 2008 — 2012
Metro Technology Centers
Rick Coad's Harbor Financial Services Experience April 2013 - December 2013
Job Driven by Success; Fueled by Strategic Ideas
Industry Investment Banking
Experience
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services