HD Vest
Industry: Financial services company
DescriptionHD 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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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)
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
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
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
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
HD Vest December 2008 - Present
The August Group September 1992 - Present
Education
Portland State University
BA in Business Administration, Accounting & Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
H.D. Vest
Skills
Series 63
Education
The University of Texas at Austin 1987 — 1991
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
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
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
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
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
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
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
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
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
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
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
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
HD Vest October 1994 - Present
Fox Financial/HD Vest January 1988 - Present
Education
Olean High School 1979 — 1983
Jamestown Community College
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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