HD Vest

Industry: Financial services company

Description

HD Vest, Inc. is an American financial services firm, which offers tax and other financial planning consultations to its customers. Founded in 1983 as "HD Vest Investment Securities, Inc.", the company now operates under the name "HD Vest Financial Services". Headquarters: Irving, TX CEO: Todd Mackay AUM: US$ $37 billion (2015) Parent organization: Blucora Founder: Herb D. Vest Founded: 1983

HD Vest List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HD Vest. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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HD Vest Employees

Employee
Years
Job
Industry
Brian Coventry Brian Coventry Quitman, Texas Details
Brian Coventry's HD Vest Experience January 1996 - January 1998
Job Wealth Mgmt Advisor at Coventry Financial Group
Industry Financial Services
Experience
Coventry Financial Group   December 2007 - Present
NFP Securities  2005 - 2007
NFP Securities  November 2005 - June 2006
NFP Securities  January 2003 - November 2005
NFP Securities  February 2000 - January 2003
Deutsche Bank Alex Brown  January 1998 - February 2000
HD Vest   January 1996 - January 1998

Skills
Customer Service, Securities, Series 7, Finance, Series 24, Mutual Funds, Retirement, FINRA, Investment Advisory, Wealth Management, Investments, Series 63, Strategic Planning, Training, Fixed Annuities, Retirement Planning, Series 65, 401k, Uniform Combined State...

Education
Texas A&M University   1991 — 1994
Bachelor of Business Administration (BBA), Marketing

Patrick Lanza Patrick Lanza Pensacola, Florida Area Details
Patrick Lanza's HD Vest Experience January 2013 - Present
Job Shareholder at Lambert Lanza, CPAs, P.A.
Industry Financial Services
Experience
HD Vest   January 2013 - Present
HD Vest   September 2011 - Present
Lambert Lanza, CPAs, P.A.   October 2006 - Present
Lambert Lanza, CPAs, P.A.   January 2004 - Present
Carr, Riggs & Ingram, LLC   October 2001 - September 2006

Skills
Financial Planner, QuickBooks, Small Business, CPA, Tax Preparation, Corporate Tax, Auditing, Forensic Accounting, Tax Accounting, GAAP, Accounting, Strategic Planning, Tax, Investments, Finance, Financial Reporting

Education
University of New Orleans   1975 — 1979

Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Dallas/Fort Worth Area Details
Rob Rooney, CLU®, ChFC®, LUTCF®, CFS's HD Vest Experience October 1998 - January 2000
Job Regional Sales Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America  August 2014 - Present
State Farm Insurance  March 2011 - August 2014
Highland Capital Brokerage  January 2010 - October 2010
Phoenix Life Insurance  January 2002 - October 2009
Capital Institutional Services  January 2000 - July 2001
HD Vest   October 1998 - January 2000
American Express  April 1991 - May 1998

Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Term Life Insurance, Investments, Long-term Care, Strategic Financial..., Whole Life, Financial Services, Small Business, Financial Planners, Long Term Care Insurance, Leadership, Sales, CRM, Wealth Management, Financial Advisory, Public Speaking, Business Planning, Universal Life, Variable Annuities, 401k, Sales Process, Sales Operations, Financial Planning, Series 6

Education
The American College   2009 — 2014
CLU®

The American College   2009 — 2013
ChFC

The American College   2002 — 2006
LUTCF®

Centenary College of Louisiana   1988 — 1992
Bachelor

Tim Riley MBA, EA Tim Riley MBA, EA Redding, California Area Details
Tim Riley MBA, EA's HD Vest Experience October 1995 - Present
Job Top 75 Wealth Manager & Top Producer 7 Years in a Row at HD Vest
Industry Financial Services
Experience
National University  January 2006 - Present
Summa Institute   2003 - Present
HD Vest   October 1995 - Present
Tim Riley & Associates, ABS Tax & Finance, Inc.   December 1994 - Present
Tim Riley MBA, EA   January 1992 - December 1994
Service One Corporation   January 1990 - January 1994
Nationwide private school system; Service One (financial services)   January 1980 - December 1993
Service One Corporation   January 1990 - January 1993
Youth Pastor   January 1983 - January 1990

Skills
Income Tax, Life Insurance, Legacy Systems, LTD, Retirement Planning, Estate Planning, Strategic Financial..., Insurance, Investments, Small Business, Financial Analysis, Retirement, Business Planning, Investment Advisory, Public Speaking, Strategic Planning, Financial Advisory, Accounting, Non-profits, Risk Management, Financial Planners, 401k, Trusts, Real Estate, Nonprofits, Wealth Management, Finance, Financial Services

Education
University of Phoenix   1989 — 1991
MBA, Finance, Compensation, Marketing

Andrews University   1986 — 1989
M.Div, then Post Graduate studies of Human Development; University Student Affairs Internship., Hospital Chaplaincy; the Child Development and Education

Andrews University Theological Seminary   1986 — 1989
M.Div (Masters of Divinity), Youth Ministry, Hospital Chaplaincy

Weimar College   1979 — 1983
B.S. (Bachelors of Science), Education and Inner City Sociology

Orange Coast Junior College   1977 — 1979
24 Units, General Education, Accountancy

Will Huffaker, Jr. Will Huffaker, Jr. Dallas/Fort Worth Area Details
Will Huffaker, Jr.'s HD Vest Experience January 2008 - November 2008
Job RIA Compliance Consultant at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group  February 2014 - Present
Williams Financial Group  August 2013 - February 2014
Williams Financial Group  May 2011 - August 2013
Williams Financial Group  April 2010 - May 2011
Williams Financial Group  December 2008 - April 2010
HD Vest   January 2008 - November 2008
Fidelity Investments  February 2006 - December 2007
Birch Telecom  June 2004 - January 2006

Skills
Series 7, Series 63, Series 66, Series 24, Financial Advisory, Investment Advisory, Retirement, Financial Services, Wealth Management, Investments, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Wealth Management..., Investment Strategies, Finance, Asset Management, Alternative Investments, Life Insurance, General Insurance, Asset Managment, ETFs, Investment Management, Financial Planning

Education
Texas Christian University   1998 — 2002
Bachelor of Science

Chaminade College Prep   1992 — 1998

Mariah Welton-Crouser Mariah Welton-Crouser Kansas City, Missouri Details
Mariah Welton-Crouser's HD Vest Experience August 2004 - June 2006
Job Human Resources Professional
Industry Human Resources
Experience
Helzberg Diamonds  September 2014 - Present
Freelance HR Generalist   May 2010 - September 2014
IP, LLC   November 2008 - November 2009
Shook, Hardy & Bacon   July 2008 - November 2008
Helzberg Diamonds  April 2007 - July 2008
Contract HR Professional   June 2006 - April 2007
HD Vest   August 2004 - June 2006
Hurst Euless Bedford Independent School District  August 2001 - May 2004

Skills
Recruiting, Human Resources, Microsoft Office, Behavioral Interviewing, Strategic Sourcing, Benefits Administration, FMLA, I-9 Compliance, I-9 audits, New Hire Orientations, Interview Skills..., E-Verify, Reference Checking, Employment Verifications, Leave of Absence..., Job Description Creation, Job Pricing, Job Analysis, Procedure Manuals, Personnel Records, Unemployment Claims, Applicant Tracking..., Passive Candidate..., DDI Targeted Selction..., Employee Orientations, PeopleSoft, Ultipro, JD Edwards, ADP Payroll, Hiring, Retail, Training, Time Management, Employee Benefits, Talent Acquisition, Temporary Placement, Onboarding, Interviews, Job Descriptions, Internet Recruiting, Corporate Recruiting

Education
Kansas State University   2013 — 2015
Master of Science (MS), Industrial and Organizational Psychology

Kansas State University   1997 — 2001
Bachelor of Science (BS), Elementary Education and Teaching

Deakin University   1999 — 1999
Geelong, Victoria, Australia

University of Louisville   1996 — 1997

Deanna Sinclair Deanna Sinclair Dallas/Fort Worth Area Details
Deanna Sinclair's HD Vest Experience 1997 - 2000
Job REALTOR at Select Realty Partners,LLC
Industry Real Estate
Experience
Newton Realty Group   January 2014 - Present
Select Realty Partners - team at Keller Williams   January 2011 - Present
Jeff Brand & Associates at RE/MAX DFW   April 2007 - January 2011
Keller Williams  January 2000 - April 2007
HD Vest   1997 - 2000

Skills
Real Estate, First Time Home Buyers, Short Sales, ABR, Construction, Contract Negotiation, Finance, Foreclosures, Loans, REO, Sellers

Education
Leonard Hawes Real Estate School   1999 — 2000
Certification and Licensure, Real Estate

California State University, Fresno   1992 — 1995
Bachelor of Arts (B.A.), Elementary Education and Teaching

James Bernhard James Bernhard Dallas/Fort Worth Area Details
James Bernhard's HD Vest Experience August 2012 - October 2012
Job Sr. Consultant
Industry Information Technology and Services
Experience
Pointe Smart   November 2012 - Present
HD Vest   August 2012 - October 2012
Honeycutt, Inc   April 2012 - August 2012
Archipelago Learning  September 2008 - January 2011
SOURCECORP  March 2007 - September 2008
Verizon Business  July 2000 - October 2006

Skills
Windows Server, Data Center, IT Operations, Infrastructure, Disaster Recovery, Virtualization, Active Directory, Troubleshooting, VMware, Integration, High Availability, Enterprise Architecture, Vendor Management, Cloud Computing, Storage Area Networks, Security, System Architecture, ITIL, DNS, SharePoint, Servers, Citrix, VMware ESX, Hyper-V, Firewalls, SAN, IT Management, Server Architecture, Windows, Configuration Management, DHCP, System Administration, Operating Systems, SQL, Cisco, Databases, ColdFusion, Powershell, System Center Suite, Private Cloud, SQL Server, Switches, SOX, Availability Management, CMDB, Fault Management, Solarwinds, Infoblox

Education
The University of Texas at Austin   2000 — 2003

Northwood University   1998 — 2000

Keri Hoffman Keri Hoffman Vernon Rockville, Connecticut Details
Keri Hoffman's HD Vest Experience December 2008 - January 2013
Job Temporary Assistant Clerk
Industry Judiciary
Experience
State of Connecticut  July 2013 - Present
J. Morrissey & Company   January 2013 - July 2013
HD Vest   December 2008 - January 2013
Theresa McConnell   December 2008 - January 2013
Manchester Board of Education  August 2007 - December 2008
Community Health Resources  January 2002 - June 2007
Community Health Resources  January 2002 - June 2007

Skills
Software Documentation, Management, Investments, Budgets, Tax, Retirement, Hospitals, Interviews, Trusts, Insurance, Estate Planning, Series 63, Series 6, Financial Advisory, Courts

Education
Western New England College School of Law   2007 — 2011
Doctor of Law (J.D.), Law

Western New England University   2007 — 2011
Juris Doctor, Law

Central Connecticut State University   1999 — 2001
Bachelor's degree, Criminal Justice and Political Science

Central Connecticut State University   1999 — 2001
Bachelor Degree, Criminal Justice

Jenny Zhou Jenny Zhou San Francisco Bay Area Details
Jenny Zhou's HD Vest Experience 2008 - 2015
Job Financial Strategist
Industry Financial Services
Experience
Legacy VC Advisors   February 2014 - Present
HD VEST   2008 - 2015
MetLife  2007 - 2008
Prudential Financial  2006 - 2007
Sino Venture Partners   2002 - 2006
VisionNext Info Technology   2000 - 2002
Sun Microsystems  1997 - 2000

Skills
Philanthropy Planning, Retirement Planning, Management, Start-ups, Sales Management, Life Coaching, Finance, Business Communications, Marketing, Business Development, Venture Capital, Entrepreneurship, Risk Management, Small Business, Business Communication, Networking, Public relationship..., Management Consulting, Internet Marketing Skill

Education
Santa Clara University
Master of Computer Engineering

The American College
Chartered Adviser in Philanthropy

Jonathan Dodd, CFP® Jonathan Dodd, CFP® Dallas/Fort Worth Area Details
Jonathan Dodd, CFP®'s HD Vest Experience January 2011 - Present
Job Manager, Insurance Specialists
Industry Financial Services
Experience
HD Vest   January 2011 - Present
HD Vest   January 2007 - January 2011

Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Small Business, Retirement, Series 63, Series 7, Asset Allocation, Mutual Funds, Tax, Insurance, Life Insurance, Financial Planners, Financial Planning, Financial Services

Education
The University of Texas at Arlington - College of Business   1997 — 2001
BBA, Finance

Holly Carroccio Holly Carroccio Dallas/Fort Worth Area Details
Holly Carroccio's HD Vest Experience 1987 - 1989
Job Developing Financial Clarity and Vision
Industry Financial Services
Experience
Nexus Advisors, L.L.C.   April 2001 - Present
Allegiant Wealth Management   2008 - 2012
Lincoln Financial Advisors  October 1989 - April 2001
HD Vest   1987 - 1989

Skills
Insurance, Disability Insurance, Long Term Care, Divorce Planning, Estate Planning, Small Business, Long-term Care

Education
Southern Methodist University   1982 — 1987
BBA, Finance

Southern Methodist University - Cox School of Business   1982 — 1987
BBA, Finance

Dustin Parks Dustin Parks Dallas, Texas Details
Dustin Parks's HD Vest Experience July 1998 - October 2000
Job Masters Student and Code Wrangler
Industry Information Technology and Services
Experience
Dustin Parks   March 2006 - Present
Texas Tech University  September 2014 - March 2015
Texas Tech University  August 2013 - August 2014
Patterson-UTI Drilling Company LLC  January 2008 - November 2009
Dell  June 2004 - March 2006
RealPage, Inc.   October 2000 - July 2002
Dustin Parks   March 2000 - October 2000
HD Vest   July 1998 - October 2000
Adecco Group  August 1997 - June 1998
US Navy  June 1987 - August 1991

Skills
Web Development, Access, Training, Management, Team Leadership, Social Media, Technical Support, IIS, Leadership, Social Networking, Security, Testing, Market Research, Networking, Microsoft Office, Linux, Customer Service, Public Speaking, SQL, Windows XP, Troubleshooting, Research, PowerPoint, Microsoft Excel, Microsoft Word, Team Building, Social Media Marketing, Practice Management, Google Adwords, Google Analytics, Marketing, HTML, Entrepreneurship, CRM Integration, Financial Planning, Personal Financial..., Financial Goals, Audio Visual Support, Active Directory..., Dameware, Money Guide Pro, Software Documentation, JavaScript, Databases, Program Management, Financial Analysis

Education
Texas Tech University   2013 — 2015
Master of Science (MS), Financial Planning and Services, Still working on Master's

West Texas A&M University   2010 — 2013
Bachelor of Business Administration (BBA), Business - Managment

Amarillo College   2008 — 2010
Associates, Renewable Energy

Teffany Hodge Teffany Hodge Dallas/Fort Worth Area Details
Teffany Hodge's HD Vest Experience September 2010 - Present
Job Retirement Consultant
Industry Financial Services
Experience
HD Vest   September 2010 - Present
TIAA-CREF  February 2008 - October 2009
Fidelity Investments (FMR)   August 2005 - February 2008
The Church At Philadelphia   January 2002 - August 2005

Skills
Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Insurance, Investments, 401k, Financial Services, Pensions, Employee Benefits

Education
Tarrant County College
Associate of Arts (A.A.), Business

Texas Woman's University

Nick Ferrell Nick Ferrell San Antonio, Texas Details
Nick Ferrell's HD Vest Experience April 2007 - October 2011
Job Director of F&I, Doggett Freightliner
Industry Transportation/Trucking/Railroad
Experience
Doggett Freightliner of South Texas LLC   June 2014 - Present
Fort Worth Freightliner   October 2011 - June 2014
HD Vest   April 2007 - October 2011

Skills
Forecasting, Finance, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Word, Business Analysis, PowerPoint, Microsoft Office, Insurance, Portfolio Management, Credit Analysis, Financial Advisory, Financial Services, Transportation, Contract Negotiation, Customer Satisfaction, Management, Sales, Sales Management, Team Building

Education
The University of Texas at Arlington   2004 — 2007
Bachelor of Business Administration (BBA), FINANCE & ACCOUNTING

Stephen F. Austin State University   2002 — 2003

Debbie Guthrie Debbie Guthrie Dallas/Fort Worth Area Details
Debbie Guthrie's HD Vest Experience January 1999 - November 2002
Job Group Manager, Housing & Travel
Industry Events Services
Experience
Informa Exhibitions, U.S., Construction & Real Estate   2002 - Present
HD Vest   January 1999 - November 2002

Skills
Trade Shows, Event Management, Meeting Planning, Account Management, Event Planning, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Contract Negotiation, Corporate Events, Marketing, B2B, Budgets, Social Media, Customer Service, Public Relations

Education
Clemson University   1992 — 1996
Bachelor of Science, Parks, Recreation & Tourism

Brian Gorski Brian Gorski Dallas/Fort Worth Area Details
Brian Gorski's HD Vest Experience March 1992 - July 2000
Job Software Development Manager
Industry Information Technology and Services
Experience
CED - Consolidated Electrical Distributors, Inc.   October 2011 - Present
Global 360 (OpenText)   March 2011 - October 2011
1st Global  August 2000 - February 2011
H.D. Vest   March 1992 - July 2000
Oil Field Rental Service   October 1987 - February 1992
Chris Schaefer and Co.   June 1985 - October 1987

Skills
Software Development, Microsoft SQL Server, Integration, Databases, Business Intelligence, SDLC, SSIS, Management, .NET, CRM, SQL, Software Project..., Salesforce.com, Leadership, Project Management, T-SQL, Requirements Analysis, IT Strategy, Visual Basic, Analysis, Database Design, SSRS, Software Design, Enterprise Architecture, Business Process, Security, Business Analysis, SharePoint, Web Applications, ETL, VB.NET, Visio, Systems Analysis, Pivotal, Agile Methodologies, Technical Staff..., Technical Leadership, Stored Procedures, Visual C#, Visual Studio, Software Lifecycle..., Software Engineering, Data Warehousing, Application Lifecycle..., Cognos, Pivotal CRM, C#, Programming

Education
Texas A&M University   1981 — 1985
BBA, Business Analysis (MIS)

J. Michael Henry J. Michael Henry Dallas/Fort Worth Area Details
J. Michael Henry's HD Vest Experience September 2000 - February 2001
Job Sr. System Analyst / Developer at Fairway Inde
Industry Banking
Experience
Pacific Union Financial, LLC  August 2014 - Present
Fairway Independent Mortgage Corporation  May 2013 - August 2014
ClubCorp  April 2012 - May 2013
Metlife Home Loans  March 2001 - July 2012
HD Vest   September 2000 - February 2001
RealPage, Inc.   May 2000 - September 2000
Greenbrier & Russel  April 1999 - May 2000
EDS  January 1997 - April 1999

Skills
Microsoft SQL Server, Oracle, ASP.NET, Crystal Reports, VBScript, MySQL, CSS, Software Documentation, Software Development, Analysis, JavaScript, SDLC, XML, Disaster Recovery, jQuery, AJAX, ASP, .NET, Visio, Requirements Gathering, C#, Databases, Web Applications, IT Management, PL/SQL, Data Warehousing, SSRS, SQL, MS Project, Visual Basic, Active Directory, Management, Requirements Analysis, Systems Analysis

Education
University of North Texas   1992 — 1996
BBA in BCIS, Information Systems

GASPARE CERULLO CPA/PFS CGMA GASPARE CERULLO CPA/PFS CGMA Greater New York City Area Details
GASPARE CERULLO CPA/PFS CGMA's HD Vest Experience 1998 - Present
Job Senior Partner at Lyceum Financial Group LLC
Industry Financial Services
Experience
Lyceum Financial Group LLC   October 2005 - Present
HD Vest   1998 - Present
Cerullo CPA and Affiliates   November 1978 - Present
Con Edson   1979 - 1979

Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Accounting, Retirement, Wealth, Investments, Mergers, Asset Managment, Alternative Investments, QuickBooks, Finance, Asset Management, Tax, 401k, Financial Advisory, Equities, Tax Preparation, IRAs, Series 7, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Fixed Annuities, Business Planning, Financial Services, Investment Advisory, Mutual Funds, Asset Allocation

Education
City University of New York-Herbert H. Lehman College   1972 — 1977
Bachelor of Science (BS), ACCOUNTING

John Opiatowski John Opiatowski Greater Philadelphia Area Details
John Opiatowski's HD Vest Experience February 2015 - Present
Job
Industry Financial Services
Experience
HD Vest   February 2015 - Present
Morgan Stanley  September 2013 - February 2015
HD Vest   May 2012 - September 2013
MF Global  November 2004 - November 2011
Societe Generale  November 2003 - October 2004
Credit Lyonnais  October 2002 - October 2003
Crédit Lyonnais Bank   September 1997 - September 2002
Crédit Lyonnais Bank   March 1993 - August 1997

Education
Penn State University   1987 — 1991
BS, Economics

Andrea O'Keefe Andrea O'Keefe Greater Boston Area Details
Andrea O'Keefe's HD Vest Experience 2003 - 2005
Job Legal Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2011 - Present
Fidelity Investments  August 2008 - April 2011
Fidelity  September 2005 - August 2008
HD Vest   2003 - 2005
Fidelity  1999 - 2003
Fidelity  1997 - 1999
Fidelity Investments  1989 - 1997

Skills
Series 24, S7, SEC compliance, FINRA, Compliance, Securities, Mutual Funds

Education
Suffolk University Law School   1995 — 1999
JD

Suffolk University - Sawyer School of Management   1990 — 1992
MBA

University of Massachusetts, Amherst   1985 — 1989
BBA, Finance & Economics

Framingham South High School   1981 — 1985

Mark Lindley Tunnell Mark Lindley Tunnell Portland, Oregon Area Details
Mark Lindley Tunnell's HD Vest Experience December 2008 - Present
Job Investment Advisor Representative at HD Vest
Industry Accounting
Experience
HD Vest   December 2008 - Present
The August Group  September 1992 - Present

Education
Portland State University
BA in Business Administration, Accounting & Finance

Andy Tsiolas Andy Tsiolas Greater New York City Area Details
Andy Tsiolas's HD Vest Experience September 2013 - Present
Job Wealth Advisor
Industry Financial Services
Experience
HD VEST   September 2013 - Present
STX  2006 - 2013
ORION  2002 - 2006
Smith Barney  1997 - 2002
Merrill Lynch  1987 - 1997

Skills
Microsoft Office, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
New York University   1982 — 1986
Bachelor of Arts (B.A.), Economics

Pradeep Adapa Pradeep Adapa El Dorado Hills, California Details
Pradeep Adapa's HD Vest Experience June 2012 - February 2013
Job Vblock Operate Resident at VCE
Industry Information Technology and Services
Experience
VCE  March 2015 - Present
Novisync Solutions, Inc.   June 2011 - Present
Blue Shield of California  March 2014 - February 2015
Charles Schwab  February 2013 - February 2014
HD Vest   June 2012 - February 2013
Dell  June 2011 - May 2012
Marist College  March 2010 - May 2011
Brigade Corporation  August 2008 - March 2009

Skills
VMware, Virtualization, Data Center, Servers, SAN, Citrix, VDI, Storage, Cloud Computing, VMware ESX, vSphere, Storage Area Networks, Disaster Recovery, IIS, Operating Systems, VMware Infrastructure, Enterprise Architecture, Troubleshooting, Infrastructure, Enterprise Storage, Hyper-V, Integration, Testing, Active Directory, Hardware, Linux, Storage Architecture, Storage Virtualization, Dell PowerEdge Servers, Microsoft SQL Server, System Administration, Windows, Performance Consulting, Technology Solutions, Solution Architecture, VMware View, Microsoft Technologies, DNS, Application..., Network Architecture, TCP/IP, Switches, Routers, LAN-WAN, Cisco Technologies, Private Cloud, vROPS, NSX, vCAC

Education
Marist College   2010 — 2011
MS, Information Systems

BV Raju Institute of Technology   2004 — 2008
BTech, Computer Science

Jawaharlal Nehru Technological University   2004 — 2008
Bachelor's Degree, Computer Science Engineering

DAV public school

Sri Harsha Junior College
Bachelor of Science, Computer Science Engineering

Sarah Harsdorff Sarah Harsdorff Austin, Texas Details
Sarah Harsdorff's HD Vest Experience January 1996 - November 1997
Job Principal UX Lead at Expedia
Industry Internet
Experience
Expedia  November 2010 - Present
T3  October 2009 - November 2010
Hotels.com  May 2007 - October 2009
imc2  December 2006 - May 2007
imc2  March 2003 - December 2006
Imaginuity   September 2002 - March 2003
i2 Technologies  January 2001 - August 2002
marchfirst  September 1999 - November 2000
Arthur Andersen Business Consulting  November 1997 - September 1999
HD Vest   January 1996 - November 1997

Skills
Information Architecture, User Experience, Interaction Design, User-centered Design, User Interface Design, Checkout, Usability, Content Strategy, Government, Online Travel, E-commerce, E-commerce Optimization, Hypothesis Testing, Creative Direction, Content Management, Wireframes, Experience Design, Persona, Interactive Marketing, Agile Methodologies, Mobile Devices, Usability Testing, User Interface, Site Maps, Heuristic Evaluation, Wire Framing, User Experience Design

Education
The University of Texas at Austin   1988 — 1990
BA, Journalism

Stephen F. Austin State University   1986 — 1988

Deepak Shivva Deepak Shivva Dallas/Fort Worth Area Details
Deepak Shivva's HD Vest Experience February 2012 - July 2012
Job Sr Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon  July 2012 - Present
IKON Systems, LLC   March 2012 - Present
HD Vest   February 2012 - July 2012
Capital One  August 2011 - February 2012
Sapphire Technologies  February 2010 - August 2011
Bank of America  January 2011 - July 2011
Z3   November 2005 - January 2010
Enternet Business Systems   January 2005 - October 2005
First Choice Software Solutions   March 2000 - December 2001

Skills
Business Analysis, Quality Assurance, Agile, Full SDLC, Requirements Analysis, Reporting & Analysis, Software Development..., Managing Processes, Vendor Management, Project Management, Software Documentation, Requirements Gathering, Agile Methodologies, User Acceptance Testing, SQL, SDLC

Education
Oklahoma Christian University   2002 — 2004
MBA, eCommerce, MIS

Osmania University   1997 — 2000
BS, Commerce and Computers

Simeon Snow Simeon Snow Rector, Arkansas Details
Simeon Snow's HD Vest Experience 2010 - Present
Job Sole Proprietor at Snow & Associates Tax and Financial Services
Industry Financial Services
Experience
H.D. Vest   2010 - Present
Snow & Associates  January 2009 - Present
Mueller Industries  August 2007 - April 2010

Skills
Customer Service, Project Management, Sales, Budgets, Strategic Planning, CRM, Business Development, Management, Leadership, New Business Development, Small Business, Investments, Wealth Management, Finance, Financial Planning, Business Planning

Education
Arkansas State University   2003 — 2010
BA, Business Administration - Corporate Finance

East Arkansas Community College   2003 — 2009

Wynne High School   1999 — 2003

Christa Moeller Christa Moeller Dallas/Fort Worth Area Details
Christa Moeller's HD Vest Experience September 2012 - December 2012
Job Instructional Design Specialist at Jack Henry & Associates
Industry E-Learning
Experience
Jack Henry & Associates  December 2013 - Present
PrimeLending  February 2013 - August 2013
Freelance by Christa Moeller   1997 - August 2013
HD Vest   September 2012 - December 2012
Mosaic Sales Solutions  April 2012 - April 2012
SuperMedia LLC (a.k.a. Verizon Information Systems, Idearc Media, DexMedia)   January 2004 - February 2012
VarTec Telecom (Formerly Excel Telecommunications)   October 2000 - October 2003
Emrys Technology   September 1999 - October 2000
SWS Technologies   November 1997 - September 1999
GTE SuperPages   March 1997 - July 1997

Skills
Web Design, Content Management, Graphic Design, Web Development, Photoshop, Dreamweaver, HTML, CSS, Adobe Acrobat, Captivate, Microsoft Office, Wordpress, Social Networking, Information Architecture, User Interface Design, PowerPoint, Website Development, Instructional Design, Information Design, Information Management, Information Graphics, Document Design, writing, Web Content Management, Audio Post Production, Graphic Arts, Illustrator, Data Archiving, FrameMaker, Audio Editing, Sound Editing, Layout, Blog Management, Deadline Driven, Multimedia, WordPress, CMS, Blogging, E-Learning

Education
University of Wisconsin-Stout   2013 — 2014
Instructional Design Certificate, Curriculum and Instruction, Post-Graduate

The University of Texas at El Paso   1991 — 1996
BA, Communications, Electronic Media, Drawing

Herb Vest Herb Vest Dallas/Fort Worth Area Details
Herb Vest's HD Vest Experience 1983 - 2001
Job CEO at True.com
Industry Internet
Experience
True.com  June 2003 - Present
HDVMS - True.com  2003 - Present
H.D. Vest Management and Services, LLC   2003 - 2010
HD Vest   1983 - 2001
H.D. Vest Financial Services   1983 - 2001
HD Vest Financial Services, Inc.   1983 - 2001
Herb Vest, CPA   September 1973 - December 1983
U.S. Army   June 1967 - December 1970

Skills
E-commerce, Online Marketing, Asset Allocation, Wealth Management, Email Marketing, Strategic Planning, Online Advertising, Entrepreneurship, Entrepreneurial Finance, Business Development, SEM, Product Management, Entrepreneurship..., Marketing Strategy, Investments, Social Media Marketing, Start-ups, Alternative Investments, Creative..., Small Business, Affiliate Marketing, PPC, Investment Advisory, Financial Analysis, Strategic Financial..., Insurance, Team Building, Portfolio Management, Asset Managment, Strategy, Retirement Planning, Fixed Annuities, Tax, Social Media, Business Planning, Customer Service, Cloud Computing, Financial Advisory, Entrepreneurship..., Strategic Partnerships, Customer Acquisition, Mutual Funds, Leadership, Accounting, Series 63, Digital Marketing, Lead Generation, CRM, Account Management, Project Management

Education
Southern Methodist University Dedman School of Law   1996 — 1998
LLM, Law

Nova Southeastern University   1992 — 1994
DIBA, International Business

William Howard Taft University   1991 — 1994
Juris Doctor (J.D.), California Bar Program, WHTU is not accredited by the ABA

Texas Tech University - Rawls College of Business   1971 — 1973
MS, Accounting/Finance

West Texas A&M University   1962 — 1966
BS, Political Science

Cameron Clark Cameron Clark Albuquerque, New Mexico Area Details
Cameron Clark's HD Vest Experience October 2010 - Present
Job Professional Tax Advisor & Tax Preparer
Industry Accounting
Experience
HD Vest   October 2010 - Present
Clark Financial Services, LLC   July 2009 - Present
Kubiak Melton & Associates, LLC   March 2014 - November 2014
EverBank  May 2009 - January 2010
Centaurus Financial Inc  December 2006 - December 2009
Merrill Lynch  May 2006 - November 2006
Morgan Stanley  July 2005 - May 2006

Skills
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting, Banking, Insurance, Retirement, Tax, Securities, Series 7, Investments, Retirement Planning, Annuities, Wealth Management, Accounting, Mutual Funds, 401k, Budgeting, Portfolio Management, Microsoft Office, Investment Advisory, Customer Service, Strategic Financial..., Budgets, Business Planning, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Leadership, Small Business, Finance, Financial Planners, Start-ups, Financial Services, Strategy, Mortgage Lending, Estate Planning, Disability Insurance, Financial Advisory, Long-term Care, Wealth, Investment Strategies, Analysis, Asset Management, Life Insurance, Asset Allocation, Alternative Investments

Education
Central New Mexico Community College   2010 — 2011
CPA Certificate, Accounting

The University of New Mexico   1998 — 2005
BA, Economics

MaryAnn Lazzaro, CPA MaryAnn Lazzaro, CPA Morrisville, Pennsylvania Details
MaryAnn Lazzaro, CPA's HD Vest Experience 2008 - 2012
Job Financial Advisor with the practice of JRB Wealth Management, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
JRB Wealth Management   2006 - Present
HD Vest   2008 - 2012
Datex-Ohmeda  1991 - 1998
KPMG Peat Marwick  September 1985 - January 1989

Education
Rutgers University-New Brunswick   1981 — 1985
BA, Economics/Accounting

Janet White Janet White Dallas, Texas Details
Janet White's HD Vest Experience July 2006 - September 2007
Job Broadcast AP Accountant/Lead at Moroch
Industry Accounting
Experience
Moroch  September 2007 - Present
HD Vest   July 2006 - September 2007
Bank of America  December 2004 - July 2006
Bank of America  October 2002 - December 2004

Skills
Advertising, Banking, Accounts Payable, Account Reconciliation, Customer Experience, Microsoft Excel, Microsoft Word, Data Entry, 10 Key, Budgets

Education
Tech Skills   2007 — 2008
Medical Transcription/Transcriptionist

University of Phoenix   2006 — 2007
Business Administration and Management, General

Mountain View College   1990 — 1992
Computer and Information Sciences and Support Services

Samantha Thomsen, CPA Samantha Thomsen, CPA Plano, Texas Details
Samantha Thomsen, CPA's HD Vest Experience April 2008 - November 2011
Job Sales Tax Senior Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP  September 2012 - Present
Stream Realty Partners  November 2011 - September 2012
HD Vest   April 2008 - November 2011

Skills
Customer Service, Financial Statements, Communication, Dedication to..., MRI Software, Investments, Financial Reporting, Accounts Payable, Financial Analysis, Quick Study, CPA

Education
The University of Texas at Arlington   2009 — 2011
Master's degree, Accounting, A

University of Mary Hardin-Baylor   2005 — 2007
Bachelor's degree, Marketing

Thomas College   2003 — 2005
International Business

Patrick Thuemmel Patrick Thuemmel United States Details
Patrick Thuemmel's HD Vest Experience January 2005 - June 2006
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  August 2011 - Present
McGowanGroup Asset Management   June 2006 - August 2011
HD Vest   January 2005 - June 2006
PMI Mortgage Insurance Co.  1998 - 2002

Skills
Retirement Planning, Mutual Funds, Finance, Investments, Retirement, Risk Management, Equities, Financial Advisory, Securities, Credit, Asset Allocation, Wealth Planning, Strategic Planning, Portfolio Analysis

Education
Texas A&M University   1999 — 2003
Bachelor of Science, Economics

Harry Keppert, Jr., EA, MBA Harry Keppert, Jr., EA, MBA Port Orchard, Washington Details
Harry Keppert, Jr., EA, MBA's HD Vest Experience January 1997 - Present
Job Tax, Insurance and Investment Professional
Industry Financial Services
Experience
Advanced FInancial Tax, LLC.   September 1998 - Present
Advanced FInancial Tax, LLC   January 1998 - Present
HD Vest   January 1997 - Present

Skills
Insurance, Accounting, Health, Tax, Management Consulting, Retirement Planning, Financial Planning, Mutual Funds, Estate Planning, Investments, Annuities, Retirement, Fixed Annuities, Finance, Life Insurance, Strategic Financial..., 401k, Securities, Small Business

Education
Pacific Lutheran University   1992 — 1993
MBA

Seattle University   1989 — 1991
BA, Finance

Colorado Rocky Mountain School   1981 — 1984

Richard Cheong Richard Cheong Savannah, Georgia Area Details
Richard Cheong's HD Vest Experience June 2008 - Present
Job Franchisee Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service  October 2004 - Present
HD Vest   June 2008 - Present
Cheong Construction Management   May 2009 - Present
igxglobal  May 2008 - April 2009
A.G. Edwards & Sons, Inc.   March 2000 - March 2002
Prudential Securities  May 1990 - March 2000

Skills
Business Development, Program Management, Accounting, Business Planning, Team Building, Small Business, Strategic Planning, New Business Development, Account Management, Business Strategy, Strategic Financial...

Education
Armstrong State University   1972 — 1976
BA

Georgia Institute of Technology   1969 — 1972

Boris Foxman Boris Foxman Washington D.C. Metro Area Details
Boris Foxman's HD Vest Experience 1997 - Present
Job
Industry Financial Services
Experience
Make My Day CPA   January 2015 - Present
HD Vest   1997 - Present
NBAC National Business and Accounting Consultants Corporation  1995 - Present

Skills
Retirement Planning, Tax, Accounting, International Tax, Financial Planning, Investments, Restructuring, Strategic Financial..., Financial Analysis, Cash Management, Financial Modeling

Education
College for Financial Planning   1999 — 2000

Томский Государственный Университет   1990 — 1992

Tomsk Polytechnic University
B.S.

Chris Carmack Chris Carmack Dallas/Fort Worth Area Details
Chris Carmack's HD Vest Experience 2004 - 2004
Job Ethical Hacking Analyst at Bank of America
Industry Computer Software
Experience
Bank of America  February 2011 - Present
Sublime Artifice Productions, LLC   January 2010 - Present
Digital Interlude   January 2007 - Present
Digital Interlude   January 1998 - Present
Signature Consultants  August 2010 - February 2011
Ambit Energy  March 2009 - June 2010
Exhibitgroup/Giltspur  May 2007 - January 2009
Brierley & Partners  December 2004 - May 2007
Match.com  April 2001 - August 2004
H.D. Vest   2004 - 2004

Education
University of North Texas   1990 — 1994
Associates, Psychology \ Computer Science

Richardson High School   1986 — 1990
Advanced, General

Craig Marr Craig Marr Dallas/Fort Worth Area Details
Craig Marr's HD Vest Experience 2000 - 2006
Job Advisor Compensation Analyst at 1st Global
Industry Financial Services
Experience
1st Global  May 2012 - Present
Milliman  2008 - May 2012
Standard Insurance Company  2007 - 2008
HD Vest   2000 - 2006

Education
Texas Tech University   1994 — 1998
BS, Economics

Ted Crocker Ted Crocker Cave Junction, Oregon Details
Ted Crocker's HD Vest Experience September 2011 - Present
Job Advisory Representative at HD Vest
Industry Financial Services
Experience
HD Vest   September 2011 - Present
H&R Block Southern Oregon   June 2008 - Present

Skills
Small Business, Life Insurance, Fixed Annuities, Financial Planners, Financial Advisory, Customer Service, Budgets, Term Life Insurance, Retirement, Estate Planning, Tax, IRAs, Investments, Retirement Planning, 401k, Tax Advisory, Wealth Management, Investment Advisory, Accounting, Team Building, Tax Preparation, Microsoft Excel, Non-profits, Income Tax

Education
H.D. Vest Financial Planning Institute   2004 — 2004
Financial Planning

Naval Flight School   1983 — 1984
Naval Aviator, Aviation/Helocopter Pilot

Southern Oregon University   1977 — 1982
BS, Business Administration

IVHS

Clay Kennedy Clay Kennedy Dallas/Fort Worth Area Details
Clay Kennedy's HD Vest Experience 1999 - 2000
Job Regional Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  July 2011 - Present
ReMark International  February 2010 - April 2011
Bankers Life and Casualty  January 2009 - February 2010
Nationwide Financial Network  January 2008 - January 2009
Merrill Lynch  January 2006 - January 2008
Guardian  January 2004 - January 2005
Jackson National Life  January 2000 - January 2003
HD Vest   1999 - 2000

Education
Texas Tech University   1994 — 1997
BA, Psychology

Claire Faulkner-Truong Claire Faulkner-Truong Oklahoma City, Oklahoma Area Details
Claire Faulkner-Truong's HD Vest Experience May 1999 - June 2005
Job State Farm Agent
Industry Insurance
Experience
State Farm Agent  September 2006 - Present
HD Vest   May 1999 - June 2005

Education
Texas Woman's University   2004 — 2006
Masters, Business Administration

Oklahoma State University   1993 — 1998
Bachelors, Bachelors of Science in Psychology, Minor in Marketing

Bill Glatch Bill Glatch Dallas/Fort Worth Area Details
Bill Glatch's HD Vest Experience August 1995 - February 1998
Job Client Service Partner A leading executive services firm, Tatum helps companies navigate business challenges.
Industry Management Consulting
Experience
Tatum, a Randstad Company  November 2006 - Present
The Controller Group  October 2005 - September 2006
UT Southwestern  April 2003 - September 2005
Jefferson Wells International  March 1998 - March 2003
HD Vest   August 1995 - February 1998

Skills
Interim Management..., CFOs, Part-Time CFO Services, CIOs, CIO Advisory Services, System Implementations, Controllership Functions, Treasury Management, Mergers & Acquisitions, Process Improvement, Financial Analysis, Strategy, Management, Sarbanes-Oxley Act, Strategic Planning, Business Development, Finance, Leadership, Internal Controls, Consulting, Mergers, Accounting, Risk Management, Restructuring, Executive Management, Business Strategy, Financial Modeling, Acquisition Integration, Financial Reporting, Management Consulting, Business Process..., Internal Audit, SEC filings, Financial Services, IPO, Due Diligence, Budgets, IT Strategy, Cost Accounting, Projects

Education
Baylor University   1988 — 1993
BBA, Accounting

Phoenix Christian HS   1984 — 1988

Leigha Fukasawa Leigha Fukasawa Dallas/Fort Worth Area Details
Leigha Fukasawa's HD Vest Experience January 2007 - May 2007
Job Loyalty Marketing Manager
Industry Marketing and Advertising
Experience
JCPenney  October 2014 - Present
jcpenney  December 2013 - November 2014
Epsilon  June 2013 - November 2013
Society of Petroleum Engineers  October 2011 - June 2013
Carter BloodCare  May 2009 - March 2011
H.D. Vest Financial Services   January 2007 - July 2008
H.D. Vest   January 2007 - May 2007
PaperCity Magazine  September 2005 - January 2006

Skills
Account Management, Marketing Strategy, Marketing Communications, Email Marketing, Social Media Marketing, Copywriting, Event Management, Corporate Communications, Direct Marketing, Graphic Design, Event Planning, Marketing, Social Media, SEO, Blogging, InDesign, Facebook, Advertising

Education
Texas Tech University   2001 — 2005
Bachelor of Arts, Advertising

Mike Krankota Mike Krankota Dallas, Texas Details
Mike Krankota's HD Vest Experience January 2006 - May 2011
Job Creative Director at Canonball Creative, Inc
Industry Graphic Design
Experience
Canonball Creative, Inc  February 2014 - Present
Propel Group, Inc   May 2011 - February 2014
H.D. Vest   January 2006 - May 2011
Freelance Designer & Art Director   January 2003 - May 2011
Daily Data, Inc.   2005 - December 2010
H.D. Vest   May 2005 - December 2005

Skills
Graphic Design, Creative Direction, Photoshop, WordPress, Brand Development, Art Direction, HTML, Brochures, Web Design, User Interface Design, Web Development, Flash, Photography, jQuery, CSS, Branding & Identity, Layout, HTML 5, Graphics, Integrated Marketing, Logo Design, Illustrator, Interaction Design, Typography, InDesign, Information Architecture, User Experience, HTML5, Advertising, Adobe Creative Suite, User Interface, Illustration, CMS, Interactive Advertising

Education
University of Houston   1997 — 2002

Jacinta Ellison Jacinta Ellison The Colony, Texas Details
Jacinta Ellison's HD Vest Experience May 2008 - November 2011
Job Compliance Analyst Il
Industry Financial Services
Experience
Moneygram  November 2012 - Present
Microsoft  November 2011 - November 2012
HD Vest   May 2008 - November 2011
Daghlgren Duck Associates   May 2007 - May 2008
Farmers & Merchants Bank & Trust   January 2003 - May 2007

Skills
Leadership, Recruiting, Management, Finance, Human Resources, Project Management, Microsoft Excel, Training, CRM, Process Improvement, Software Documentation, Interviews, Credit, Internal Audit, Research, Customer Retention, Project Planning, Employee Relations, Mediation, Alternative Dispute..., Compliance, Chargeback Prevention, Mediation & Advocacy, Staff Recruitment &..., Research and Analysis, New Business Development, Financial Reporting, Mortgage Underwriting, AML, BSA - Bank Secrecy Act, Fraud Analysis, Analysis

Education
Southern Arkansas University   2007 — 2012
Bachelor, Management Information Systems, 3.2

FHA University   2005 — 2005
Certificate:, DE Certified Mortgage Underwriter, 4.0

Jeremy Dangerfield Jeremy Dangerfield Dallas/Fort Worth Area Details
Jeremy Dangerfield's HD Vest Experience February 2006 - February 2008
Job Supervisor at Williams Lea
Industry Investment Banking
Experience
Williams Lea  June 2010 - Present
Williams Lea  February 2009 - September 2010
Williams Lea  June 2008 - February 2009
HD Vest   February 2006 - February 2008
Wells Fargo  February 2006 - February 2008
McDonald's Corporation  2005 - 2006
THARCO  February 2002 - August 2005

Skills
Operations Management, Billing, Customer Service, Process Improvement, Employee Relations, Supervisory Experience, Invoicing, Management, Software Documentation, Vendor Management, Outlook, Risk Management, Call Centers, Customer Satisfaction, Team Building, Budgets, Forecasting, Time Management, Training, Program Management, Leadership, Performance Management, Banking, Access, Business Process..., Team Leadership, Strategy, Executive Management, Change Management, Business Analysis, Outsourcing, Quality Assurance, Team Management

Education
University of Phoenix- Dallas Campus   2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services

University of Central Oklahoma - College of Business Administration   2000 — 2001
Bussiness Management

East Central University   1998 — 2000

high school   1994 — 1998
Hidgh School Diploma

Nick Hood Nick Hood Los Angeles, California Details
Nick Hood's HD Vest Experience September 2008 - April 2009
Job Audio Editor at DVD Your Memories
Industry Entertainment
Experience
Trailhead Marketing Inc   April 2015 - Present
DVD Your Memories  November 2013 - April 2015
Red Audio/VIsual   May 2013 - October 2014
The Roxy Theatre  2012 - 2013
Home Front Pest Control   July 2009 - August 2011
HD Vest   September 2008 - April 2009

Education
The Los Angeles Recording School   2011 — 2013
Associate of Arts (AA), Recording Arts Technology/Technician

Texas Tech University   2005 — 2006
Mechanical Engineering

Tony Hendricks Tony Hendricks Dallas/Fort Worth Area Details
Tony Hendricks's HD Vest Experience February 2007 - Present
Job Senior Mutual Funds Representative at HD Vest
Industry Financial Services
Experience
HD Vest   February 2007 - Present
JPMorgan Chase  July 2006 - February 2007
Accounting Principals  March 2006 - June 2006
Bass Enterprises  January 1999 - March 2006

Skills
Mutual Funds, Retirement, Investments, Microsoft Word, Microsoft Excel, CSS, Operations Research, DTC, Fixed Income, Corporate Liaison, Suitability, Financial Reporting, Investment Advisory...

Education
Tyler Junior College   1990 — 1993
N/A, CAD/CADD Drafting and/or Design Technology/Technician

Emily Stivison Emily Stivison Chicago, Illinois Details
Emily Stivison's HD Vest Experience October 2012 - Present
Job Marketing CRM/Database Analyst at HD Vest
Industry Financial Services
Experience
HD Vest   October 2012 - Present
Michaels Stores, Inc.   May 2011 - October 2012
Research Now (an e-Rewards Company)   August 2010 - May 2011
Research Now (an e-Rewards Company)   May 2008 - August 2010
Viachem Ltd.  July 2006 - May 2008

Skills
Targeted Marketing, CRM, Loyalty Programs, Project Management, Market Research, Email Marketing, Customer Segmentation..., Customer Insight, International Marketing, Brand Strategy, Marketing, Direct Marketing, Salesforce.com, Advertising, Management

Education
The University of Texas at Dallas   2013 — 2016
Master of Science, Marketing Analytics

Grand Valley State University   2002 — 2006
Bachelor of Business Administration, Marketing and Management

David Caceros David Caceros Fort Lauderdale, Florida Details
David Caceros's HD Vest Experience April 2010 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
DAVCA INC   October 2008 - Present
New York Life Insurance Company  November 2014 - Present
TCT Securities & Derivatives   April 2013 - November 2014
HD Vest   April 2010 - November 2012
BCBG Max Azria  April 2008 - July 2010

Skills
Bilingual, Quickbooks, Excel, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Word, Microsoft Excel, Microsoft Word, QuickBooks, Financial Analysis, Finance, Investments, Financial Modeling, Banking, Due Diligence, Financial Accounting, Securities, Tax, Financial Services, Insurance

Education
Florida International University   2002 — 2007
BA, Finance

Kenley George Kenley George United States Details
Kenley George's HD Vest Experience March 2004 - Present
Job Compliance Sales Supervisor II at HD Vest
Industry Financial Services
Experience
HD Vest   March 2004 - Present
Fidelity Investments  January 1998 - October 2000

Education
The University of Dallas   1993 — 1997
Bachelor of Arts, Economics

Talented and Gifted Magnet High School (Dallas, TX)   1989 — 1993
H.S. Diploma

Shawn Trimboli M.B.A. Shawn Trimboli M.B.A. Hartford, Connecticut Area Details
Shawn Trimboli M.B.A.'s HD Vest Experience October 1999 - June 2005
Job Sr. Investment Operations Specialist Prudential Financial
Industry Financial Services
Experience
Prudential Financial  October 2010 - Present
Hartford Life  July 2008 - June 2009
Phoenix Investment Partners  January 2006 - July 2008
H.D. Vest   October 1999 - June 2005

Skills
Mutual Funds, Retirement, Strategic Financial..., Series 7, Securities

Education
Post University   2011 — 2014
MBA, Finance

Ouachita Baptist University   1995 — 1999
Bachelor of Science (B.S.), Psychology

Brett Steward, PMP Brett Steward, PMP Dallas/Fort Worth Area Details
Brett Steward, PMP's HD Vest Experience January 2010 - July 2010
Job Sr Project Manager SGA Inc Citigroup
Industry Banking
Experience
SGA Inc - Citigroup   July 2015 - Present
ATEXIS Consulting Group   September 2005 - Present
Meridian Technologies - Nationstar Mortgage   April 2015 - July 2015
Randstad Technologies - Bank of America Contract   October 2012 - March 2015
H.D. Vest Financial Services   September 2011 - October 2012
Bank of America  July 2010 - September 2011
HD Vest   January 2010 - July 2010
Bank of America  May 2006 - September 2009
Advisor Technology Services  1985 - 2008
Horizon Health  September 2004 - December 2005

Skills
Program Management, Process Improvement, SDLC, Integration, Analysis, Business Analysis, Project Management, Product Management, Change Management, Vendor Management, Customer Service, Software Documentation, Banking, PMP, PMO, Management, Six Sigma, Requirements Analysis, Portfolio Management, Financial Services, Quality Assurance, Wealth Management..., Brokerage Operations, Credit Card Projects, ACH

Education
Cannon Financial Institute   1991 — 1994
CSOP, Securities Operations

University of North Texas   1985 — 1989
BBA, Finance and Banking

Paris Junior College   1984 — 1985

Clarksville High School

Chris Gummer Chris Gummer Dallas, Texas Details
Chris Gummer's HD Vest Experience March 1999 - June 2000
Job at The Gummer Group, LLC
Industry Accounting
Experience
The Gummer Group, LLC   December 2009 - Present
Remmug, LLC   April 2009 - February 2010
H&H Steel Fabricators, Inc.   March 2007 - April 2009
J.P.Morgan FCS Corp.   2001 - 2007
JPMC - FCS   2000 - 2007
H.D. Vest   March 1999 - June 2000
Arthur Andersen  1995 - 1999

Skills
Tax Preparation, Expert Witness, Problem Solving, Team Leadership, Business Process..., Accounting, Small Business, Tax Accounting, Due Diligence, Internal Controls, Cash Management, Strategic Financial..., Financial Reporting, Mergers, Financial Analysis, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, Restructuring, Cash Flow, Private Equity, GAAP, Auditing, Real Estate Transactions, Tax, Mergers & Acquisitions, Product Management, US GAAP, Financial Accounting, Management, Corporate Tax, QuickBooks, CPA, Income Tax, Consolidation, Revenue Recognition, Finance, Cost Accounting, Internal Audit, Corporate Finance, Executive Management, External Audit, Acquisition Integration, Valuation, Sarbanes-Oxley

Education
Southern Methodist University   1991 — 1995
BBA, Accounting

Southern Methodist University - Cox School of Business   1991 — 1995
BBA, Accounting

Rhonda Layton Rhonda Layton Dallas/Fort Worth Area Details
Rhonda Layton's HD Vest Experience 1997 - 1999
Job Independent Health, Wellness and Fitness Professional at Team Beachbody
Industry Marketing and Advertising
Experience
Team Beachbody  September 2010 - Present
Ascension Group Architects  June 2006 - July 2011
Merriman Associates Architects   2001 - 2006
HD Vest   1997 - 1999

Skills
Microsoft Office, Management, Customer Service, Event Planning, Public Speaking, Photoshop, Microsoft Word, Social Networking, Team Building, Training

Education
Minnesota State University, Moorhead   1993 — 1997

Mike Ronaghan Mike Ronaghan Houston, Texas Area Details
Mike Ronaghan's HD Vest Experience May 1993 - December 1999
Job VP, Divisional Sales Manager at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions  April 2014 - Present
AXA Equitable  July 2013 - March 2014
MetLife  May 2010 - July 2013
ING  December 1999 - June 2010
HD Vest   May 1993 - December 1999

Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Recruiting, Retirement, Retirement Planning, Sales, Sales Operations, Securities, Series 63, Series 7, Variable Annuities, Wealth Management

Education
Angelo State University   1987 — 1993
Management, Finance

Texas Tech University   1988 — 1990
Finance, Management

Dean Williams Dean Williams Dallas/Fort Worth Area Details
Dean Williams's HD Vest Experience 1991 - 1995
Job Regional Sales Manager at Oracle
Industry Computer Software
Experience
Oracle  September 2015 - Present
Information Builders  January 2011 - September 2015
PROS Pricing  June 2009 - December 2010
IMC Technologies   July 2007 - February 2009
Qvidian  July 2003 - June 2007
Ignite Technologies  2002 - 2003
Ascendix Technologies  1999 - 2002
Monitronics International  1995 - January 2001
HD Vest   1991 - 1995

Skills
Go-to-market Strategy, Sales Management, Business Development, Sales, Leadership, Management, Software, Sales Effectiveness, Forecasting, Pricing, Solution Selling, SaaS, Salesforce.com, Enterprise Software, Direct Sales, Business Intelligence, CRM, Strategic Partnerships, Professional Services, Strategy, Recruiting, Sales Operations, Start-ups, Business Strategy, Analytics, Executive Management, Sales Process, Software Industry, Selling, Program Management, Marketing, P&L Management, Product Management, Integration, Business Alliances

Education
The University of Texas at Dallas   1987 — 1991
BA, Finance and Economics

Soniya Kapadia Soniya Kapadia Houston, Texas Area Details
Soniya Kapadia's HD Vest Experience July 2010 - January 2012
Job Treasury Analyst at Tricon Energy
Industry Chemicals
Experience
Tricon Energy  February 2013 - Present
HD Vest   July 2010 - January 2012

Skills
Financial Analysis, Accounting, Risk Management

Education
Rutgers, The State University of New Jersey-Newark   2005 — 2007
Bachelor of Science, Finance

Leslie Swan Leslie Swan Mckinney, Texas Details
Leslie Swan's HD Vest Experience January 1991 - January 1992
Job Marketing & Events, Insurance Industry
Industry Marketing and Advertising
Experience
BevCap Management, LLC   November 2011 - Present
The Pursuant Group  April 2011 - November 2011
Stratmark  February 2005 - December 2010
Slingshot, LLC  January 1998 - September 1999
Inter.Active Services / KMA   November 1996 - January 1998
MBRK   April 1994 - November 1996
Brice Foods/I Can't Believe It's Yogurt   January 1992 - April 1994
HD Vest   January 1991 - January 1992
Luminator  January 1988 - January 1991

Skills
Marketing Strategy, Marketing Communications, Marketing, Event Planning, Strategy, Integrated Marketing, Event Management, Account Management, Media Planning, Networking, Email Marketing, Digital Marketing, New Business Development, Client Services, Direct Marketing, Online Advertising, Direct Mail, Mobile Marketing

Education
Texas Christian University   1984 — 1988
bba, marketing

Texas Christian University - M.J. Neeley School of Business   1984 — 1988
Bachelor, Business Administration

John E. Robinson John E. Robinson Greater Nashville Area Details
John E. Robinson's HD Vest Experience September 2008 - October 2009
Job
Industry Banking
Experience
Key Financial, Inc.   March 1999 - Present
Hodges & Fooshee Realty, Inc.   July 2009 - Present
RcM Construction, Inc.   July 2005 - January 2010
HD Vest   September 2008 - October 2009
RE/MAX Elite  March 2001 - June 2009

Skills
Commercial Real Estate, Construction, FHA, Retirement Planning, Buyer Representation, First Time Home Buyers, Residential Homes, Investment Properties, Investments, Short Sales, Foreclosures, Single Family Homes, Real Estate, New Home Sales, Sellers, VA Loans

Education
Ball State University   1988 — 1992
Industrial and Organizational Psychology

Prof. Jean-Wilner Alexandre Prof. Jean-Wilner Alexandre Greater New York City Area Details
Prof. Jean-Wilner Alexandre's HD Vest Experience 2010 - Present
Job Assistant Professor of Economics and Finance / Economic Researcher / Financial Advisor
Industry Investment Management
Experience
Center for Global Trade Analysis- Department of Agricultural Economics - Purdue University   April 2011 - Present
HD Vest   2010 - Present
Berkeley College  September 2011 - Present
Essex County College  January 2011 - Present
Montclair State University  August 2011 - Present
Al Financial Group LLC   September 2007 - Present
Executive Business Broker   July 2008 - February 2009
Rice Corporation of Haiti   November 1992 - December 1998
Haiti International Airport   April 1991 - September 1991

Skills
Mergers, Market Analysis, Acquisitions, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Public Speaking, Asset Managment, Research, Non-profits, Strategic Planning, Securities, Budgets, Mergers & Acquisitions, Nonprofits, Marketing, Leadership, Economics, Data Analysis, Corporate Finance, Management, Asset Management, Team Building, Finance, Microsoft Excel, International Relations, Teaching, Banking, Analysis, Business Strategy, Entrepreneurship

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2009
Economics

Kean University   2003 — 2006
BS Cum Laude, Finance, Economics

Essex County College   2000 — 2003
AS, Business Adm & Applied Computer Science

Centre de Formation Classique
High School

Walden University

C.J. Montague C.J. Montague Dallas/Fort Worth Area Details
C.J. Montague's HD Vest Experience 1995 - 1998
Job Manager, Software Development at Verizon Terremark
Industry Computer Software
Experience
Verizon Terremark  April 2009 - Present
AdShuffle  May 2007 - April 2009
Data Return  2000 - 2007
Maximus  1997 - 1998
Interactive Web Systems   1997 - 1998
H.D. Vest Financial Services   1995 - 1998
H.D. Vest   1995 - 1998

Skills
Software Development, .NET, Web Services, Management, SaaS, System Architecture, Cloud Computing, Data Center, Microsoft SQL Server, Agile Methodologies, C#, Disaster Recovery, Integration, Virtualization, SharePoint, IIS, Enterprise Software, VMware, Storage, SDLC, ITIL, Product Management, Scrum, Enterprise Architecture, Managed Hosting, SOA

Education
Texas Tech University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Texas Tech University   1989 — 1992
Management

Margery Birkedal Margery Birkedal Anchorage, Alaska Area Details
Margery Birkedal's HD Vest Experience September 2009 - Present
Job Financial Advisor HD Vest
Industry Financial Services
Experience
HD Vest   September 2009 - Present
Ameriprise Financial  September 2008 - September 2009
H&R Block Financial Advisors  January 2000 - September 2009

Skills
Retirement Planning, Series 7, Uniform Combined State..., Retirement, Saving for Education, IRAs, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Investment Strategies, 401k, 401k Rollovers

Education
University of Colorado at Boulder

Sherry Olinick Sherry Olinick Dallas/Fort Worth Area Details
Sherry Olinick's HD Vest Experience
Job Marketing Consultant at H.D. Vest
Industry Financial Services
Experience
H.D. Vest  

Skills
Series 63

Education
The University of Texas at Austin   1987 — 1991

Jerome Hill Jerome Hill Dallas/Fort Worth Area Details
Jerome Hill's HD Vest Experience April 1992 - September 1999
Job Crossroads Advisors, LLC
Industry Commercial Real Estate
Experience
Crossroads Advisors, LLC   June 2014 - Present
Congruent Investment Partners   May 2010 - May 2014
American Beacon   November 2008 - May 2010
American Beacon Advisors  1999 - May 2010
H.D. Vest   April 1992 - September 1999

Skills
Financial Services, Investor Relations, Series 63, Mutual Funds, Asset Management, Alternative Investments, Series 7, Financial Advisory, Sales, Leadership, Securities, Asset Allocation, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Wealth Management, Private Equity, Management, Equities

Education
Texas A&M University-Commerce   1987 — 1991
BBA, Marketing

Thomas Ells Thomas Ells San Francisco Bay Area Details
Thomas Ells's HD Vest Experience January 2005 - Present
Job Broker, Branch Manager at HD Vest
Industry Investment Management
Experience
HD Vest   January 2005 - Present
ML Stern & Co   June 2000 - December 2004
Accurate Appraisal   June 1997 - June 2000
Tax Dance - Tax Preparation   June 1995 - June 2000
Tehachapi Civil & Environmental Engineering   August 1990 - January 1995
Williamson & Schmid Engineers   July 1988 - July 1990
Charles Kober & Associates   May 1986 - June 1988

Education
Golden Gate University   2006 — 2008
MS, Finance

Golden Gate University   2005 — 2006
MS Tax, Taxation

University of California, Irvine
BS/BA, Engineering / Anthropology

Jeff Spitler Jeff Spitler Oklahoma City, Oklahoma Area Details
Jeff Spitler's HD Vest Experience 2000 - 2003
Job Sales at Reserve National Insurance
Industry Insurance
Experience
Reserve National Insurance   November 2006 - Present
S&S Net   2002 - 2006
HD VEST   2000 - 2003

Education
Oklahoma Baptist University   1998 — 2000
Bachelor of Business Administration, Finance

Cowley County Community College   1997 — 1998
Associates

Kansas State University   1996 — 1997

Gary Grab Gary Grab Syosset, New York Details
Gary Grab's HD Vest Experience January 1994 - Present
Job Financial Advisor/ Wealth Management Consultant at HD Vest
Industry Financial Services
Experience
HD Vest   January 1994 - Present
Grab, Bremer & Associates Inc.   April 1986 - Present

Skills
Tax, Financial Planning, Accounting, Preparation, Small Business, Payroll Processing, Insurance, Tax Preparation, Quickbooks, Business Planning, IRS, Income Tax, Tax Returns, Bookkeeping, Tax Research, Tax Compliance, Tax Accounting, Tax Audits, Corporate Tax, Estate Planning, Investments, Business Tax, Sales Tax, Tax Return Preparation, Small Business..., Strategic Financial..., Auditing, Payroll, QuickBooks, Tax Advisory, Payroll Taxes, S Corporations, General Ledger, Cash Flow, Financial Reporting, State Tax, Trusts, Accountants

Education
New York Institute of Technology   1982 — 1986
BS, Accounting

Janice Brenman Janice Brenman Greater Los Angeles Area Details
Janice Brenman's HD Vest Experience 1998 - 2004
Job Attorney Advisor
Industry Law Practice
Experience
Social Security Administration  September 2012 - Present
Self  December 2006 - Present
www.perdiemservices.com   January 2011 - September 2012
Janice Brenman   January 2001 - September 2012
Janice R. Brenman, Attorney at Law   June 1999 - September 2012
HD Vest   1998 - 2004
Complex Civil Litigation   2000 - 2002

Skills
Estate Planning, Securities, Litigation, Legal Research, Personal Injury, Mediation, Trusts, Business Transactions, Business Formation, Estate Tax Planning, Legal Writing, Corporate Law, International Law, Arbitration, Wills, Legal Advice, Immigration Law, Hearings, Environmental Law, Consumer Law, Contract Law, Legal Issues, Family Law, Criminal Defense, Trademark Infringement, Research, Appeals, Westlaw, Administrative Law, Depositions, Courts, Tax Law, Product Liability, Alternative Dispute..., Legal Assistance, Trials, Insurance Law, Licensing, Lexis, Litigation Support, Criminal Law, Social Security..., Real Estate Transactions, Corporate Governance, Trade Secrets, Civil Litigation, Patent Prosecution, Securities Regulation, Patent Litigation, Class Actions

Education
Southwestern Law School   1996 — 1998
Juris Doctorate, Law

UCSB
Bachelor of Arts, Emphasis in European Literature

Nick Curcio, CFA Nick Curcio, CFA Dallas, Texas Details
Nick Curcio, CFA's HD Vest Experience August 2011 - Present
Job Alternative Investment Specialist at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services  September 2011 - Present
HD Vest   August 2011 - Present
Cornerstone  June 2009 - August 2011
CORE Realty Holdings, LLC  August 2008 - June 2009
Countrywide  January 2005 - November 2007
Citicapital  2002 - 2005

Skills
Asset Managment, Investments, Real Estate, Securities, Alternative Investments, Series 7, Mutual Funds, Due Diligence, Investors, Valuation, Financial Analysis, Property Management, Wealth Management, Series 63, Mortgage Lending, Finance, Financial Advisory, Portfolio Management, Financial Services, Strategic Financial..., Asset Management

Education
University of Oklahoma - Price College of Business   1997 — 2002
BBA, Finance, General

CFA Institute
Chartered Financial Analyst

Grapevine High School

Chad Withers Chad Withers Dallas/Fort Worth Area Details
Chad Withers's HD Vest Experience 2003 - 2006
Job Regional Vice President, Ivy Funds Distributors, Inc.
Industry Financial Services
Experience
Ivy Funds  October 2006 - Present
H.D. Vest Financial Services   October 2003 - October 2006
HD Vest   2003 - 2006

Education
Brigham Young University - Idaho   2000 — 2003
BS, Finance

Martha Benham Martha Benham Fort Worth, Texas Details
Martha Benham's HD Vest Experience September 2010 - February 2012
Job Project Manager/Certified Scrum Master
Industry Information Technology and Services
Experience
Cinsay  November 2014 - August 2015
Inspirus   May 2013 - October 2014
Apptricity  June 2012 - April 2013
HD Vest   September 2010 - February 2012
Southwest Airlines  February 2009 - June 2010
Thomson Reuters  July 2008 - October 2008
Elbit Systems of America  2008 - 2008
Kaiser Aluminum  October 2006 - June 2007
Ryder Logistics  May 2006 - September 2006
CitiFinancial  September 2005 - May 2006

Skills
Business Analysis, Project Management, Software Documentation, Quality Assurance, Requirements Analysis, MS Project, Testing, Leadership, Strategy, Scrum, SDLC, Microsoft Project, Agile Methodologies, Integration, Management, Vendor Management, Process Improvement

Education
Tarrant County College
Associates

The University of Texas at Arlington
Computer Science & Engineering

Becky Raudebaugh Becky Raudebaugh Carrollton, Texas Details
Becky Raudebaugh's HD Vest Experience 1996 - 1999
Job RETIRED
Industry Computer Software
Experience
RETIRED  March 2015 - Present
FICS  January 2003 - March 2015
Financial Industry Computer Systems   January 2003 - March 2015
HD Vest   1996 - 1999
Lomas Mortgage  1983 - 1996
Lomas Mortgage USA  1983 - 1996

Skills
Software Development, Project Management, Vendor Management, SQL, Business Analysis, Visio, Process Improvement, Databases, Microsoft SQL Server, SDLC, Microsoft Office

Education
Stephen F. Austin State University   1971 — 1975
Bachelor of Science (BS), Computer Science

Kevin Huston, EA, USTCP, MBA, ChFC, CLU Kevin Huston, EA, USTCP, MBA, ChFC, CLU Asheville, North Carolina Area Details
Kevin Huston, EA, USTCP, MBA, ChFC, CLU's HD Vest Experience 1993 - Present
Job Admitted to practice United States Tax Court
Industry Accounting
Experience
United States Tax Court Practitioner   2013 - Present
Independent Tax Instructor   2007 - Present
Blue Ridge Tax Advisors Inc   2003 - Present
HD Vest   1993 - Present
North Carolina Society of Enrolled Agents   2009 - 2013
NATP  1998 - 2007
Summit Financial Solutions  1988 - 2003
Marcoin Business Services   1987 - 1988

Skills
Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, Engaging Public Speaker, Continuing Education, Tax Problem Resolution, Tax Court Representation, Financial Planners, Estate Planning, Finance, Financial Advisory, Retirement Planning, Trusts, Tax Accounting, Retirement

Education
The American College   2001 — 2002
CLU, Insurance

The American College   1999 — 2002
ChFC, Financial Planning and Services

National Tax Practice Institute   1993 — 1996
Graduate Fellow, Taxpayer Representation

Washington Institute for Graduate Studies   1992 — 1995
Graduate study in Taxation

Georgia State University - J. Mack Robinson College of Business   1985 — 1987
Master of Business Administration (MBA), International Business

Oakland University   1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

University of Alabama   1981 — 1982
Business Administration and Management, General

Eric Holt Eric Holt Dallas/Fort Worth Area Details
Eric Holt's HD Vest Experience November 1997 - December 1999
Job Chief Compliance Officer Affiliated Broker Dealers at Highland Capital Management, L.P.
Industry Financial Services
Experience
NexBank Securities   October 2014 - Present
Highland Capital Management, L.P.   October 2014 - Present
RGH Compliance Solutions, LLC   May 2013 - October 2014
First Southwest Company  February 2011 - February 2013
Capital Institutional Services  August 2001 - April 2011
Southwest Securities  November 1999 - August 2001
HD Vest   November 1997 - December 1999

Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management

Education
Baylor University - Hankamer School of Business   1987 — 1991
BBA, Marketing

Brooks Lopez Brooks Lopez Dallas/Fort Worth Area Details
Brooks Lopez's HD Vest Experience January 2006 - December 2012
Job Systems Engineer at Monitronics International
Industry Information Technology and Services
Experience
Monitronics International  January 2014 - Present
H.D. Vest   January 2006 - December 2012
DCT Systems Group - Lockheed Martin   September 2003 - September 2006
DCT  2003 - 2006

Skills
Group Policy, Operating Systems, Windows 7, VMware ESX, Windows Server, VMware View, 2008 R2, Technical Support, Cloud Computing, WDS, VMware, IIS, Active Directory, Servers, Virtualization, Microsoft Technologies, Disaster Recovery

Education
Tarrant County College
Computer Science

Teresa (Teri) (Austin) Barie Teresa (Teri) (Austin) Barie Olean, New York Details
Teresa (Teri) (Austin) Barie's HD Vest Experience October 1994 - Present
Job CFP Certified Financial Planner at Fox Financial
Industry Financial Services
Experience
HD Vest   October 1994 - Present
Fox Financial/HD Vest   January 1988 - Present

Education
Olean High School   1979 — 1983

Jamestown Community College

Abdullah Siddiqui Abdullah Siddiqui Dallas/Fort Worth Area Details
Abdullah Siddiqui's HD Vest Experience 2009 - 2011
Job IT Specialist
Industry Information Technology and Services
Experience
Terremark  2011 - Present
HD Vest   2009 - 2011
Cascade Engineering Services, Inc.   2009 - 2009
Verizon Data Services  1998 - 2008

Skills
Vendor Management, Program Management, Content Management, Load Balancing, Application Security, SDLC, Agile Methodologies, Enterprise Architecture, Microsoft SQL Server, ASP.NET, C#, Solution Architecture, VB.NET, Web Services, IIS, Project Management, Business Intelligence, Software Project..., Requirements Analysis, .NET, SOA, IT Strategy, Integration, WCF, Disaster Recovery

Education
Arizona State University   1996 — 1997
MS, Computer Science

Osmania University   1991 — 1995
BE, Computer Science & Engineering

Tonjy Anderson Tonjy Anderson San Francisco Bay Area Details
Tonjy Anderson's HD Vest Experience May 2010 - February 2011
Job EBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2011 - Present
Wells Fargo Bank  March 2011 - September 2012
HD Vest   May 2010 - February 2011
Charles Schwab  August 2005 - January 2009
Charles Schwab  May 2000 - August 2005

Skills
Risk Management, PMO, Testing, Quality Assurance, Vendor Management, Financial Services, Requirements Analysis, Business Requirements, Program Management, Business Analysis, Visio, Training, Project Management

Education
University of California, Los Angeles   1986 — 1991

Judy Snyder, CFP®, CPWA® Judy Snyder, CFP®, CPWA® Dallas/Fort Worth Area Details
Judy Snyder, CFP®, CPWA®'s HD Vest Experience 1996 - 1998
Job Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management  June 2005 - Present
Retirement Advisors of America  June 2001 - June 2005
Charles Schwab  1998 - 2001
HD Vest   1996 - 1998
Principal Financial Group  1991 - 1996

Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments

Education
Southern Methodist University - Cox School of Business   1989 — 1991
BBA, Finance

Tracy Sorrentino Tracy Sorrentino Greater Chicago Area Details
Tracy Sorrentino's HD Vest Experience 1998 - 1999
Job Experienced communications professional
Industry Public Relations and Communications
Experience
Independent Practice  June 2013 - Present
AbbVie  2013 - 2013
Abbott  July 2004 - December 2012
Edelman  2003 - 2004
GCI Group  2000 - 2003
HD Vest   1998 - 1999

Skills
Public Affairs, Corporate Communications, Pharmaceutical Industry, Product Launch, Oncology, Pharmaceutical Sales, Market Access, Biotechnology, Gastroenterology, Clinical Trials, Sales Effectiveness, Cardiology, Rheumatology, Medical Writing, Hospital Sales, Marketing Communications, Infectious Diseases, Diabetes, Medical Devices, Lifesciences

Education
Illinois Wesleyan University

Linda Hewitt Linda Hewitt Orange County, California Area Details
Linda Hewitt's HD Vest Experience January 2000 - May 2010
Job Certified Financial Planner at Linda L. Hewitt, CFP
Industry Financial Services
Experience
Linda L. Hewitt, CFP   Independent - Advisory RepresentativeHD VestAugust 1999 - Present
HD Vest   January 2000 - May 2010

Education
The University of Texas at El Paso   1968 — 1970
BS, Education

Kristin Spadoni Kristin Spadoni Dallas/Fort Worth Area Details
Kristin Spadoni's HD Vest Experience May 2010 - June 2012
Job Ecommerce Marketing Manager at Vitamin Research Products, LLC
Industry Marketing and Advertising
Experience
Vitamin Research Products, LLC  July 2014 - Present
OraMetrix  January 2013 - December 2013
JCPenney  June 2012 - January 2013
HD Vest   May 2010 - June 2012
Campus & Greek Couture   January 2010 - May 2010
Wells Fargo  September 2006 - May 2010
Siegler Enterprises   June 2004 - September 2006

Skills
Sales, Management, Process Improvement, Customer Service, Retail, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, CRM, Google Analytics, Project Management, Email Marketing, Project Coordination, Digital Marketing, E-commerce SEO, E-commerce Optimization, Merchandising, CSE, Email Marketing Software, E-commerce, Marketing Strategy, Order Management, Affiliate Management, Mac OS, Photoshop, Product Marketing, Marketing, Event Planning, Marketing Communications, Social Media, Retail Packaging, Banking, Visual Merchandising, Fashion, Accounting, Sales Rep Training, Apparel Sourcing, Advertising

Education
University of North Texas   2007 — 2010
Bachelor of Science (BS), Fashion Merchandising

The University of Texas at San Antonio   2003 — 2004

Kelly Dossman Kelly Dossman Dallas/Fort Worth Area Details
Kelly Dossman's HD Vest Experience March 2012 - June 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  August 2014 - Present
HD Vest   March 2012 - June 2014
NFP Securities  August 2007 - January 2010
NFP Securities  August 2003 - August 2007
Aflac  October 2002 - August 2003
1st University Credit Union   March 2001 - October 2002
Nine West  July 1998 - October 2000
Scottrade  October 1999 - April 2000

Skills
Series 7, Series 63, Life & Health Insurance..., Investment Advisory, Management, Investments, Life Insurance, Equities, Mutual Funds, Wealth Management, Financial Services, Finance, Fixed Income, Alternative Investments, Leadership, FINRA, Retirement, Asset Allocation, Analysis, Bonds, Insurance, Retirement Planning, ETFs, Series 24, Securities, Financial Advisory, Uniform Combined State...

Education
Baylor University   1996 — 1998
BBA, Double Major Economics and Financial Services & Planning

Mclennan Community College   1994 — 1996
Financial Planning and Services

China Spring High School   1990 — 1994
Honors

David Camarillo, CFP®, CFS David Camarillo, CFP®, CFS Dallas/Fort Worth Area Details
David Camarillo, CFP®, CFS's HD Vest Experience May 2008 - January 2014
Job Financial Advisor at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial   February 2014 - Present
HD Vest   May 2008 - January 2014
Wells Fargo Bank  August 2005 - April 2007

Skills
Wealth Management, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Wealth, Strategic Financial..., Asset Allocation, 401k, Investment Advisory, Finance, Financial Planners, Financial Services, Investment Strategies, Strategic Planning, Series 7, Securities

Education
Trinity University   2000 — 2004
Bachelors, English and History

Steven Shorr Steven Shorr Greater New York City Area Details
Steven Shorr's HD Vest Experience 2006 - Present
Job Partner of Jubran, Shorr & Company
Industry Accounting
Experience
Jubran, Shorr & Company   2006 - Present
HD Vest   2006 - Present
Steven Shorr CPA   2000 - 2006
Counterpoint Capital Management LLC   2000 - 2001
Cavalcante & Company CPAs   1995 - 2000

Skills
Accounting, Tax, Auditing, Financial Planners, Social Media, Tax Returns, CPA, Strategic Planning, Financial Audits, Estate Tax Planning, IRS, Income Tax, Tax Preparation, Financial Analysis, Strategic Financial..., Wealth Management, Corporate Tax, Investments, Tax Accounting, Hedge Funds, Due Diligence, Estate Planning, Financial Reporting, Accountants, Financial Accounting, Forensic Accounting, Tax Research, Sales Tax

Education
Queens College   1986 — 1990
BA, Accounting & Information Systems

Vedaona Gibson Vedaona Gibson Greater Atlanta Area Details
Vedaona Gibson's HD Vest Experience December 2007 - March 2013
Job Tax Professional
Industry Financial Services
Experience
Liberty Tax Service  September 2013 - November 2014
HD Vest   December 2007 - March 2013

Skills
Strategic Planning, Microsoft Word, Small Business, Management, Marketing, Start-ups, Public Speaking, Nonprofits

Education
Georgia State University   2008 — 2013
Bachelor's Degree, Economics and Public Management, 2.79

Kaplan University, Pennsylvania   2003 — 2005
Financial Planning/CFP, Financial Ethics, Insurance, Estate Planning, and Taxation, N/A

Kevin McNeil Kevin McNeil Dallas/Fort Worth Area Details
Kevin McNeil's HD Vest Experience March 2006 - August 2007
Job CTE Teacher at Winfree Academy Lewisville Campus
Industry Financial Services
Experience
Principal Financial Group  June 2013 - March 2015
Fidelity Investments  January 2012 - June 2013
Clark Consulting  June 2008 - December 2011
Clark Consulting  June 2008 - December 2010
Clark Consulting  June 2008 - December 2009
Bank of America  August 2007 - June 2008
HD Vest   March 2006 - August 2007
Wells Fargo  August 2005 - March 2006

Education
Eastern New Mexico University   2000 — 2005
Bachelor, Business Administration

Ariel Martin Smiriglio Ariel Martin Smiriglio Rancho Cucamonga, California Details
Ariel Martin Smiriglio's HD Vest Experience November 2007 - Present
Job Tax & Financial Consultant
Industry Accounting
Experience
HD Vest   November 2007 - Present
AMS Consulting Group, Inc.   December 1991 - Present
Genworth Financial  November 2002 - November 2007
AIG American General  February 2000 - June 2002
Prudential Financial  September 1996 - February 2000
Allied Accounting & Tax Services   January 1989 - May 1991

Education
The American College   1997 — 2002
LUTCF, Insurance

California State Polytechnic University-Pomona   1996 — 1998
BS, Accountancy

Mt. San Antonio College   1986 — 1996
AA & AS, Accounting

Fred Winzler Fred Winzler Hartford, Connecticut Area Details
Fred Winzler's HD Vest Experience 2010 - Present
Job ADMIN ASSISTANT at HD Vest
Industry Financial Services
Experience
HD Vest   2010 - Present
Prudential Financial/CIGNA   1981 - 2007

Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Mortgage, Technical Analysis, Mathematics, Troubleshooting, Tax Preparation, Customer Service, Internal Communications, Client Service, Research, Systems Analysis, Retirement Plans

Education
Husson College   1968 — 1971
Bs Business Mgt

T. Brandon Brown T. Brandon Brown Raleigh, North Carolina Details
T. Brandon Brown's HD Vest Experience January 1999 - December 2006
Job Owner/Vice President at Wolf Ram, Inc.
Industry Real Estate
Experience
Wolf Ram, Inc.   August 2006 - Present
HD Vest   January 1999 - December 2006
Don Brown Associates   January 1998 - December 2006

Skills
Residential Homes, Real Estate, Property Management, Investment Properties, Contract Negotiation, Negotiation, Short Sales, Real Estate Development, Construction, Strategic Planning, Real Estate Transactions, Customer Service, Selling, REO, Marketing, Construction Management, Marketing Strategy

Education
University of North Carolina at Chapel Hill   1993 — 1997
Bachelor of Science (B.S.), Business Administration

Brandy Reed Brandy Reed Irving, Texas Details
Brandy Reed's HD Vest Experience December 2003 - March 2005
Job Director, Standardization Programs at Novation
Industry Hospital & Health Care
Experience
Novation  January 2010 - Present
Novation  February 2009 - January 2010
Novation  March 2007 - February 2009
VHA Inc.  March 2005 - March 2007
HD Vest   December 2003 - March 2005

Skills
Process Improvement, Strategic Planning, Program Management, Cross-functional Team..., Project Management, Contract Negotiation, Medical Devices, Data Analysis, Healthcare, Analysis, Vendor Management, Contract Management, Leadership, Account Management, Budgets, Management, Business Planning

Education
Texas A&M University
BBA, Marketing

Bobby Manning Bobby Manning Bridgeport, Texas Details
Bobby Manning's HD Vest Experience December 1996 - April 2007
Job Telecom Engineer at Saxon Mortgage
Industry Financial Services
Experience
Saxon Mortgage  March 2011 - Present
HDVMS - True.com  April 2007 - January 2011
Wells Fargo  December 1996 - April 2007
HD Vest   December 1996 - April 2007

Skills
Avaya PBX, InterTel PBX, Voice Print Int. Call..., Verint Call Recorders, Avaya Voice Portal, Avaya Predictive Dialer, Avaya Modular Messaging, Avaya Intuity, Dictiphone Call..., Avaya Contact Analyzer, Avaya CMS

Education
Tarrant County College   1994 — 1995

DeVry University Irving, TX   1988 — 1989

Ned Johnson Jr. Ned Johnson Jr. Dequincy, Louisiana Details
Ned Johnson Jr.'s HD Vest Experience January 2001 - December 2005
Job owner
Industry Health, Wellness and Fitness
Experience
Comprehensive Health Systems   July 2005 - October 2011
The Brothers Development Gorporation   June 2005 - December 2010
HD Vest   January 2001 - December 2005
The Good Shepherd Home Health Agency, Inc.   January 1990 - December 1999
The Good Shepherd Home Health Agency, Inc.   January 1990 - December 1999
Maranatha Quality Nursing and Home Health Care   June 1988 - December 1989
The Shrimp Boat Co., Inc.   September 1986 - December 1988
Miles Laboratories, Inc.   September 1979 - September 1985
Miles Labortories Inc.   October 1975 - September 1979
Miles Laboratories Inc.   September 1970 - October 1975

Education
Southern University and Agricultural and Mechanical College at Baton Rouge   1961 — 1970
Bachelor of Science (BS), Pre-Med Zoology

U.S Naval Medical Laboratory Technology School   1966 — 1967
Laboratory Technician, Medical Laboratory Technician (General)

Venkat Mahakala Venkat Mahakala New York, New York Details
Venkat Mahakala's HD Vest Experience August 2005 - October 2005
Job Software Lead | Architect at Annalect
Industry Information Technology and Services
Experience
Annalect  March 2015 - Present
Headstrong  December 2006 - March 2015
Morgan Stanley Smith Barney  December 2006 - March 2015
Merrill Lynch  November 2005 - December 2006
HD Vest   August 2005 - October 2005
Verizon  August 2004 - August 2005
Verizon  May 2003 - August 2004

Education
The University of Texas at Dallas
Master's degree, Computer Science, 4.0

Kakatiya University
Bachelor's degree, Computer Science, 4.0

Rex Maffey Rex Maffey American Canyon, California Details
Rex Maffey's HD Vest Experience October 2009 - Present
Job Financial Advisor at HD Vest
Industry Financial Services
Experience
HD Vest   October 2009 - Present
Mechanics Bank  April 2000 - October 2009
BISYS Brokerage   September 1999 - April 2000

Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Investment Advisory, Series 63, Asset Allocation, Financial Advisory, Estate Planning

Education
Golden Gate University   2003 — 2004
Finance and Federal taxation

Solano Community College   1989 — 1991
Business Administration and Management, General

Digvijay Gohil Digvijay Gohil Irving, Texas Details
Digvijay Gohil's HD Vest Experience April 2008 - Present
Job Compliance Consultant at HD Vest
Industry Financial Services
Experience
HD Vest   April 2008 - Present
HD Vest Financial Services  April 2008 - December 2009
National Financial Partners  September 2006 - April 2008

Skills
Analysis, Mutual Funds, Series 7, FINRA, Accounting, Investments, Finance, Financial Analysis, Equities

Education
Texas State University-San Marcos   2005 — 2006
Master of Business Administration (MBA), Finance, General, A

The University of Texas at Austin   1999 — 2004
Economics

Roger Patrick Roger Patrick Dallas, Texas Details
Roger Patrick's HD Vest Experience May 1996 - March 1997
Job Relationship Manager at Pepperstone
Industry Financial Services
Experience
Pepperstone   September 2013 - Present
FXCM  March 2011 - August 2013
Texas Capital   November 2002 - February 2011
ProTrader  March 1997 - September 2002
HD Vest   May 1996 - March 1997
Nuveen Investments  June 1991 - March 1996

Skills
FX Options, Risk Management, Banking, Foreign Exchange, Financial Markets, Trading, Equities, Derivatives, Trading Systems, Financial Services, Capital Markets, Options

Education
The University of Texas at Austin   1987 — 1990
Bachelor of Science, Communication and Media Studies

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