Harwood Financial Group
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Harwood Financial Group Employees
Harwood Financial Group February 2014 - June 2014
Sickle Hunter Financial Advisors July 2013 - January 2014
Dimmitt Motorcar Group July 2012 - April 2013
University of Tampa August 2011 - May 2012
Orono Recreation Department September 2010 - March 2011
University of Maine September 2009 - March 2011
Skills
Leadership, Entrepreneurship, Consulting, Social Media, Management, Medical Marijuana, Marketing, Microsoft Office, Sales, Customer Service, Social Networking, Microsoft Excel, PowerPoint, Coaching, Social Media Marketing, Team Building, Teamwork, Microsoft Word, Time Management, Event Planning, Research, Financial Analysis, Access, Finance, Online Advertising, Advertising, Independent Financial..., Project Management, Statistics, SPSS, Data Analysis, Analysis, SQL, Economics, Business Analysis, Teaching, Wordpress, Outlook, Blogging, Web Design, Analytics, Customer Satisfaction, Photoshop, Team Leadership, Personal Financial..., Financial Services, Travel, Networking, Business Planning, Business Development
Education
University of Tampa 2011 — 2013
MBA, Business Administration and Management, General
University of Maine 2007 — 2011
BA, Financial Economics
Falmouth High School 2003 — 2007
High School
Harwood Financial Group July 2013 - Present
Invest Financial Corp. June 2011 - July 2013
BB&T Investments April 2010 - April 2011
J.P. Morgan Chase November 2002 - April 2010
Skills
•Portfolio/Account..., •Commission Based Sales, •New Business..., •Successful..., •Comprehensive..., •FINRA Compliance, Series 7, Sales, Manager, Brokerage, Financial advisor, Banking, Securities, Investments, Bonds, FINRA, Mutual Funds, Series 63, Wealth Management, Due Diligence
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Morgan Stanley
Financial Advisor Training Program
The American College
CFP Curriculum
Harwood Financial Group April 2012 - Present
UnitedHealthcare January 2012 - Present
Harwood Financial Group January 2012 - Present
Akzo Nobel 2009 - 2012
Windsor Marketing Group 2002 - 2009
Skills
Income Planning, Retirement Planning, Small Business, Financial Services, Asset Protection, Nursing Home Protection, Probate Avoidance..., Tax-Favored Retirement..., Key Man Insurance, Executive Bonus..., Health Insurance, Social Security, Life Insurance, Business Succession..., Buy-sell Agreements, Retirement, Financial Goals, Disability Insurance, Asset Allocation, Medicare, Financial Advisory, Wealth Management, 401k, Fixed Annuities, Term Life Insurance, IRAs, Investments, Lead Generation, Key Person Insurance, Training, Financial Planners, Long-term Care, Mutual Funds, Succession Planning, Long Term Care Insurance, Estate Planning, Investment Advisory, Personal Finance, Wealth, Wealth Management..., Whole Life, 401k Rollovers, Roth IRA, Sales Presentations, Business, Wealth Accumulation
Education
Advisors Excel Life University
Life Insurance Arbitrage Specialist
Florida Insurance School
License 2-15: Life, Health & Annuities
Kaplan University
Series 65
United Health Care
Group, Individual & Medicare Insurance
University of Phoenix
Business Administration, Management and Operations
MMS Wealth Management September 2012 - Present
Harwood Financial Group March 2010 - September 2012
Wealthbuilders Financial Group February 2007 - February 2010
Skills
Retirement Planning, Qualified Retirement..., Investment Strategies, Tax-planning, 401k Rollovers, Financial Structuring, Holistic Financial..., Personal Financial..., Insurance, Licensed Life Insurance..., Licensed Life & Health..., Series 7, Trusted Advisor, Investment Advisory, Investment Advisory..., Women Owned Business, Professional Women, Income Protection, Fixed Income Analysis, Fixed Income Strategies, Indexed Annuities, Variable Annuities, Investment Management, Retirement Plan..., Estate Planning, Asset Management, Asset Protection, Asset Allocation, Inheritance Tax Planning, Structured Products, Financial Analysis, Financial Services, Investments, FINRA, Notary Public, Long-term Care, Wealth Management, Retirement, Financial Advisory, Securities, Finance, Mutual Funds, Risk Management, Fixed Annuities, 401k, Financial Planning, Microsoft Office, Customer Service, Microsoft Excel, IRAs
Education
Florida Metropolitan University 2006 — 2008
Bachelor's Degree, Accounting, 4.0
Delaware County Community College 1993 — 1995
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Harwood Financial Group May 2006 - Present
Heritage Tax & Retirement Advisors October 2003 - December 2007
Skills
Retirement Planning, Financial Analysis, Investments, Strategic Financial..., Insurance, Risk Management, Retirement Income..., Asset Allocation, Estate Planning, Estate Tax Planning, Personal Tax Planning, Inheritance Tax Planning, Individual Pension Plans, 401k Rollovers, Business Strategy, Strategic Planning, Life Insurance, Income for Life, Small Business, IRAs, Investment Advisory, Fixed Annuities, Retirement, Wealth Management, Finance, 401k, Financial Planners, Mutual Funds, Financial Services, Financial Advisory, Roth IRA, Wealth Accumulation
Education
University of South Florida
Harwood Financial Group June 2014 - Present
TD Ameritrade January 2010 - June 2014
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Asset Allocation, Wealth Management, Investment Advisory, Securities, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Pivot Tables, Business Analytics, Financial Planning, Asset Management
Education
Florida State University 2003 — 2007
Finance
Merrill Edge August 2015 - Present
Harwood Financial Group January 2015 - June 2015
Fifth Third Securities September 2013 - December 2014
T. Rowe Price September 2012 - September 2013
T. Rowe Price January 2011 - September 2012
T. Rowe Price 2007 - 2011
T. Rowe Price 2006 - 2007
Buy Owner February 2006 - September 2006
Gulf Coast TItle 2003 - January 2006
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Finance, Financial Advisory, Portfolio Management, Series 7, Retirement Planning, Investment Management, Estate Planning
Education
The College of Financial Planning 2010 — 2012
Financial Planning
University of South Florida
Bachelor of Science, Business Management 2008
Plymouth State University 1998 — 2002
Countryside High School 1994 — 1998
Women's Wealth Advisor, a subsidiary of SimplePath Retirement, LLC June 2013 - Present
WMS May 2003 - Present
Harwood Financial Group October 2010 - March 2013
WealthBuilders Financial Group January 2010 - October 2010
Pinellas County Chiropractic Society March 2001 - December 2003
Skills
Retirement Planning, Exit Strategies, 401k Rollovers, Social Security, Mentoring, Management, Lifestyle Counseling, Qualified Retirement..., IRAs, Small Business..., Personal Tax Planning, Professional Women, Women Owned Business, Estate Planning, Life Insurance, Business Tax Planning, Real Estate, Multi-generational..., Comprehensive Planning, Investment Advisory, Indexed Annuities, Long-term Care, Public Speaking, Training, Compliance, Corporate Finance, Human Resources, Business Process..., Project Management, Marketing Communications, Organizational..., Event Management, Employee Relations, Corporate Communications, Operations Management, Online Marketing, New Business Development, Sales, Lead Generation, Copywriting, Marketing Strategy, Online Advertising, Email Marketing, Strategy
Education
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
Kaplan University
Investment Advisor Representative (Series 65)
Kaplan University
Insurance Agent: Life, Health & Annuities (2-15)
University of Phoenix
Small Business Administration/Management
Harwood Financial Group March 2015 - Present
The Bank of Tampa BT Wealth Advisors March 2014 - March 2015
The Bank of Tampa January 2013 - March 2014
Walgreens March 2006 - December 2012
Skills
Banking, Estate Planning, Finance, Microsoft Office, Retirement Planning, Wealth Management
Education
St. Petersburg College 2008 — 2012
Bachelor's Degree, Business Administration
Harwood Financial Group September 2012 - March 2015
Seminole Hard Rock Hotel & Casino December 2004 - January 2012
Epic Worldwide February 2009 - March 2011
Medtactics March 2005 - May 2007
Skills
Pre-opening, Hospitality Industry, Hotels, Hospitality, Food & Beverage, Hotel Management, Resorts, Microsoft Excel, Photoshop, Microsoft Word, Marketing Communications, Market Research, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing, Social Media, Social Networking, Trade Shows, PowerPoint, Sales, Direct Mail, Online Marketing, Event Management
Education
University of South Florida-St. Petersburg Campus 2006 — 2008
Bachelor's degree, Visual Communications
St. Petersburg College 2003 — 2006
Associate's degree, General